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Understanding Dynamics 365 CRM Playbooks: A Complete Guide

Process automation is crucial for effectively responding to customer inquiries and boosting sales. The Playbook tool for Dynamics 365 Sales was launched by Microsoft at the end of 2018. The goal was to automate routine tasks so that they could be shared as best practices with other salespeople.

Playbooks are designed to aid in the optimization of sales processes and to offer guidance on the steps that should be carried out as best practices. Playbooks assist in empowering enterprises by switching to an event-driven guidance system that is proactive, predictive, and capable of automating repeatable processes and responding to external events.

The Playbooks tool for Dynamics 365 Sales and Customer Service should be taken into consideration if you want to increase your sales efficiency and the productivity of your sales agents.

We've rounded up all the information about Dynamics 365 CRM Playbooks in this whitepaper.

Some of the key highlights of this whitepaper include:

  • What are Playbooks?
  • How are Playbooks used?
  • Top Benefits of Playbooks
  • Should you use Dynamics 365 Playbooks?
  • Creating a Playbook in Dynamics 365 for Sales