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Launch Playbook button not available on any entity

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Posted on by 39

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?

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 9,116 Super User 2024 Season 1 on at
    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 Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Launch Playbook button not available on any entity

    Great. Good to hear that :)

  • Martin. Profile Picture
    Martin. 39 on at
    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. Profile Picture
    Martin. 39 on at
    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..

  • Verified answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Launch Playbook button not available on any entity

    Hi Martin,

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

    pastedimage1674810688311v2.png
    Also, Please make sure you published the playbook template

    pastedimage1674810644240v1.png

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 9,116 Super User 2024 Season 1 on at
    RE: Launch Playbook button not available on any entity

    Have you published the playbook template record?

    www.inogic.com/.../

    Thank you,

    Amit Katariya

  • Martin. Profile Picture
    Martin. 39 on at
    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

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 9,116 Super User 2024 Season 1 on at
    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

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