Breaking news from around the world
Get the Bing + MSN extension
Now Available in Community - MBAS 2019 Presentation Videos
Catch the most popular sessions on demand and learn how Dynamics 365, Power BI, PowerApps, Microsoft Flow, and Excel are powering major transformations around the globe. | View Gallery
2019 release wave 2 Discover the latest updates to Dynamics 365Release overview guides and videos Release Plan | Early Access Availability
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Talent TechTalks | Upcoming TechTalks
Organizations can automate repeatable sales activities and respond to external events by standardizing best practices using the Playbooks feature in Dynamics 365 for Sales. Playbooks can include guided actions and contextual sales materials that sales representatives need for closing deals and can be triggered manually or automatically based on entity record events.
Lets look at the basic expectations of sales managers and sales representatives.
Playbooks help your organization to meet the expectations of sales managers and sales reps and in driving sales efficiency, productivity, and consistent outcomes.Here are some scenarios where your organization could use playbooks:
Learn more about how to create and use playbooks, including links to step-by-step instructions, by going to Enforce best practices with playbooks.
While a playbook may seem like a business process flow conceptually, there are some fundamental differences between the two. Lets have a look.
Configuration / authoring
Playbooks are a great way to automate repeatable processes and respond to events, thereby improving sales reps’ efficiency and productivity, and helping to ensure more consistent outcomes for your organization.
Dynamics 365 for Sales is making strong investments toward helping sellers automate their work and guiding them on their next best action. The Playbooks feature is the initial step in that direction. Stay tuned for future innovations from our product in this area!
The post Use playbooks for guided selling in Dynamics 356 for Sales appeared first on Microsoft Dynamics 365.
Business Applications communities