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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?
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
Hi thanks for answer. I have systemadministrator role + playbook manager and plyabook user. I have selected all entities available
Have you published the playbook template record?
www.inogic.com/.../
Thank you,
Hi Martin,
Can you cross-check if you enabled the playbook setting:
Also, Please make sure you published the playbook template
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..
Thanks!!! so glad to figure this out! It was the setting i playbook settings. Have a nice day!
Great. Good to hear that :)
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.
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