Launch Playbook button not available on any entity

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Posted on 27 Jan 2023 08:32:13 by Martin.

The lauch playbook button is not available on any entity (I have added all available entities). The playbook is published and I can access playbooks in related on the form, but no "launch playbbok" button on the command bar.

Any Ideas?

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Answers (2)

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Amit Katariya007 10,407 Super User 2025 Season 1 on 27 Jan 2023 at 13:29:43

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RE: Launch Playbook button not available on any entity

Please verify the answer which is shared by me. So that if other community users are facing similar issue they can get detailed information form my previous comment's attached article.
Naveen Ganeshe 3,393 User Group Leader on 27 Jan 2023 at 09:32:49

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RE: Launch Playbook button not available on any entity

Great. Good to hear that :)
Martin. 39 on 27 Jan 2023 at 09:18:30

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RE: Launch Playbook button not available on any entity

Thanks!!! so glad to figure this out! It was the setting i playbook settings. Have a nice day!
Martin. 39 on 27 Jan 2023 at 09:11:49

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RE: Launch Playbook button not available on any entity

Hi, thanks. Yes, everything seems correct. I can launch a plybook if I am on the published playbook record, but cant launch from the entity itself..
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Naveen Ganeshe 3,393 User Group Leader on 27 Jan 2023 at 09:11:04

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RE: Launch Playbook button not available on any entity

Hi Martin,

Can you cross-check if you enabled the playbook setting:

Also, Please make sure you published the playbook template
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Amit Katariya007 10,407 Super User 2025 Season 1 on 27 Jan 2023 at 08:49:32

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RE: Launch Playbook button not available on any entity

Have you published the playbook template record?

www.inogic.com/.../

Thank you,

Amit Katariya
Martin. 39 on 27 Jan 2023 at 08:40:53

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RE: Launch Playbook button not available on any entity

Hi thanks for answer. I have systemadministrator role + playbook manager and plyabook user. I have selected all entities available
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Amit Katariya007 10,407 Super User 2025 Season 1 on 27 Jan 2023 at 08:38:40

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RE: Launch Playbook button not available on any entity

Check if you have respective role for it.

https://learn.microsoft.com/en-us/dynamics365/sales/launch-playbook

Then check if it is enabled for the respective entity.

https://ellipsesolutions.com/dynamics-365-sales-playing-with-playbooks-part-1/

Thank You,

Amit Katariya