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Playbooks are available only for the 5 "Sales" entities. These kind of activity templates should be enabled for all entities, including custom entities.
STATUS DETAILS
Completed
Ideas 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

Comments

S

Thanks Stefan! Enabling Playbooks for other OOB entities and custom entities is part of our roadmap.

Category: Unified Experience: Search, navigation and performance

S

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

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