Comments
Thanks Stefan! Enabling Playbooks for other OOB entities and custom entities is part of our roadmap.
Category: Unified Experience: Search, navigation and performance
Please consider extending Playbooks to other entities as suggested in this idea. Specially import to include ability to configure and launch playbooks for custom entities.
Category: Unified Experience: Search, navigation and performance
Revathi Sankar (administrator)
Thank you for reaching out to us. Playbooks for all entities, especially for the custom entities can be achieved through the Sequences functionality. Sequences help sales managers enforce best practices by introducing a set of consecutive activities for sellers to follow during the course of their day. A manager can connect sequences to entities that appear in a seller's work queue, to help sellers prioritize activities to focus on selling, be more productive, and better align to business processes. This feature was rolled out in April 2020. For more details, please follow this link: Manage sequences in sales accelerator | Microsoft Docs
Thanks,
Revathi Sankar
PM, D365 sales