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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / I can't see entiti...
Customer experience | Sales, Customer Insights,...
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I can't see entities for Playbook templates

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Posted on by FabiolaRT 155

Hi guys!

I have a issue with playbooks template, I create a template but i can't see the entities to applies to playbook.

I need to configure anything else on entities?

Playbook.jpg

Looking forward for your comments

Thanks!

I have the same question (0)
  • Suggested answer
    Inogic Profile Picture
    Inogic 703 on at

    Hi,

    To find the Playbook related entities, open Advanced Find, there is an entity called ‘Playbook Callable Contexts’ which have a list of entities that are available to choose from in the Playbook template, you can add OOB and custom entities to this list. Please find the screenshots below:

    5432.image006.png

    image007.png

    Hope this helps you.

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