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Install the Playbooks Dynamics Managed Solution

By February 4, 2021February 16th, 2021No Comments

Install the Playbooks Dynamics Managed Solution

Step by step guide to install the Playbooks Dynamics solution

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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 fields established in order for the data to sync properly. Installing the Playbooks Solution ensures these fields are established correctly.

Requirements

Before installing the Playbooks Solution in your CRM, review the requirements below.

  1. Must be using Dynamics Enterprise Edition.
  2. Must have a “Full User” license.
  3. Review the general requirements for your network, telephone, hardware, and email.

Playbooks Dynamics Solution

To Import the Solution into Dynamics

  1. In Dynamics, navigate to Settings > Customizations > Solutions.
  2. Click the Import button, then browse to the Playbooks Solution.
  3. When prompted, click Next, then Import.

The components of the solution can be viewed in Dynamics just prior to importing.

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