Launch Playbooks using sales insight cards (assistant V3) in Dynamics 365 CE

  • When new lead is created in CRM, the salesperson has to do two activities by default, following up the lead through Phone Call Activity and arrange meeting/appointment with the lead.

Conclusion:

Administrator can create multiple custom insight cards as per the business need to streamline the sales process. Salesperson will now receive the insight card and can Launch Playbook which helps them to easily perform the events or activities with a default set of rules and become more organized in actions.

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