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Hi
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?
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.
Great. Good to hear that :)
Hi Martin,
Can you cross-check if you enabled the playbook setting:
Also, Please make sure you published the playbook template
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
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