Use Playbooks in Microsoft Dynamics 365 Customer Engagement

Introduction With the Playbooks feature, we can automate the sales processes or events in the Dynamics 365 CE without knowing Dynamics 365 CE customization like workflows, plugins, etc. Means, we can set up automated processes by simply creating records in the CRM. So, here, let’s take an example – if a new lead is created … Continue reading Use Playbooks in Microsoft Dynamics 365 Customer Engagement