Additional CRM Configurations for Dynamics Optimize Playbooks for an excellent user Experience Title 80% Button Text See All Dynamics Admin Articles Next Put the finishing touches on your Playbooks setup. Add unique fields to the Entity Form. Be sure to double check Network and Telephony settings are correct to avoid...
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Provision a Playbooks Account for Dynamics Prerequisites and steps to provisions a Playbooks account for Dynamics Title 60% Back See All Dynamics Admin Articles Next The process to provision a Playbooks account and connect it to your CRM requires a live meeting with a XANT team member. The following instructions...
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Set Up the Integration User in Dynamics Guidelines for Setting up the Integration User in Dynamics Title 40% Back See All Dynamics Admin Articles Next Playbooks requires an Integration User (a.k.a. Service User, Access User, etc.) which connects the CRM to the corresponding Playbooks account and synchronizes data between Playbooks...
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Playbooks Manager Application Onboarding For Dynamics The Playbooks Manager Onboarding experience will guide new Playbooks Managers to relevant setup, features, and tools Title 100% Back See All Dynamics Admin Articles Launch Checklist The Manager Onboarding Experience will now help you navigate through additional setup steps like creating Plays, adding users,...
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Install the Playbooks Dynamics Managed Solution Step by step guide to install the Playbooks Dynamics solution Title 20% See All Dynamics Admin Articles Next Every action completed in Playbooks creates important data that can be used to track the effectiveness your current sales motion. Your CRM must have the proper...
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Admin Guide: Overview of Playbooks Installation Overview of the Installation and configuration steps to setup Playbooks in your CRM How does Playbooks connect to your CRM? Playbooks is a Chrome Extension that connects to your CRM. The beauty of this design is that you can sign into Playbooks and your...
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Connect the Integration User to Salesforce How to connect the Integration User to Salesforce Title 60% Back See All Salesforce Admin Articles Next This guide will walk you through the steps to connecting your Playbooks account to your CRM via the Integration User. Depending on how you want to set...
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Install the Unmanaged Package in Salesforce Step by step guide to install the Unmanaged Package Title 40% Back See All Salesforce Admin Articles Next Every action completed in Playbooks creates important data that can be used to track the effectiveness of your current sales motion. Your CRM must have the...
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Playbooks Manager Application Onboarding for Salesforce The Playbooks Manager Onboarding experience will guide new Playbooks Managers to relevant setup, features, and tools Title 100% Back See All Salesforce Admin Articles Launch Checklist The Manager Onboarding Experience will now help you navigate through additional setup steps like creating Plays, adding users,...
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Other Configurations for Salesforce How to Configure your email, network, and telephony to work with Playbooks Title 80% Back See All Salesforce Admin Articles Next The Setup Wizard will prompt you to indicate what email service provider you use. Supported Email Platforms Playbooks Supports multiple email platforms. Select your service...
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