PlaybooksReportingSystemUser Guide

Installation Changes Dynamics Solution Files

By June 10, 2019November 10th, 2020No Comments

Installation Changes Dynamics Solution Files

This article shows you the additions made when installing the Playbooks solution files.

Related Article: Playbooks Installation Steps

Click this message to see the steps to Install Playbooks in your CRM

Fields Installed

NEW LEAD & CONTACT FIELDS
Display Name Details
Play Info Updated At Schema Name pb_play_info_updated
Type Date and Time (Format: Date & Time)
Description Stamps the date and time of the last Play Step in Playbooks
Play Name Schema Name pb­_play_name
Type Single Line of Text
Description Stores the name of the Play a record is currently enrolled in
Play Status Schema Name pb_play_status
Type Single Line of Text
Description Stores the status of the record in the current Play
Play Step Number Schema Name pb_step_number
Type Whole Number
Description Displays the step number of the next step in the Play
Play Next Step Due Date Schema Name pb_next_step_due_date
Type Date and Time (Format: Date Only)
Description Displays the date that the next Play Step is due on
NEW PHONE CALL FIELDS
Display Name Details
Call Hour Schema Name pb_call_hour
Type Whole Number
Description The hour the call was placed in the prospect’s time
Call ID Schema Name pb­_call_id
Type Single Line of Text
Description Stores a unique identifier for data syncing purposes
Call Recording URL Schema Name pb_call_recording_url
Type Single Line of Text
Description A link to the call recording of that specific call
Call Disposition Schema Name pb_disposition
Type Single Line of Text
Description Value selected by the user after each call indicating the result of the call
Call Duration seconds Schema Name pb_duration_in_seconds
Type Whole Number
Description Indicates how long the call lasted in number of seconds
Playbooks Play Name Schema Name pb_play_name
Type Single Line of Text
Description Stores the name of the Play the record was enrolled in when the call was made
Ring Duration seconds Schema Name pb_ring_duration_in_seconds
Type Whole Number
Description Indicates how long the phone rang in number of seconds
Playbooks Step ID Schema Name pb_step_id
Type Single Line of Text
Description Stores an ID related to the step number
Playbooks Step Number Schema Name pb_step_number
Type Whole Number
Description Stores the step number a Play was on when the call was placed
Playbook Step Type Schema Name pb_step_type
Type Single Line of Text
Description Stores the type of Play Step for the completed activity (call, email, other)
NEW EMAIL & TASK FIELDS
Display Name Details
Playbooks Play Name Schema Name pb_play_name
Type Single Line of Text
Description Stores the name of the Play the record was enrolled in when the call was made
Playbooks Step ID Schema Name pb_step_id
Type Single Line of Text
Description Stores an ID related to the step number
Playbooks Step Number Schema Name pb_step_number
Type Whole Number
Description Stores the step number a Play was on when the call was placed
Playbook Step Type Schema Name pb_step_type
Type Single Line of Text
Description Stores the type of Play Step for the completed activity (call, email, other)

Security Role: Playbooks Service User

Note: This role must be assigned to the Playbooks System User in your CRM.
CORE RECORD PERMISSIONS
Entity Create Read Write Delete Append Append To Assign Share
Account
Activity
Contact
Lead
Note
Opportunity
Business Unit
Team
User
User Settings
BUSINESS MANAGEMENT PERMISSIONS
Entity Create Read Write Delete Append Append To Assign Share
Business Unit

Team

User

User Settings

Act on Behalf of Another User Enabled
CUSTOMIZATION PERMISSIONS
Entity Create Read Write Delete Append Append To Assign Share
Entity

Field

Plug-in Assembly

Relationship

Sdk Message

Sdk Message Processing Step

Sdk Message Processing Step Image

Contact Views and Charts Installed

  • View – Playbooks Contact Enrollment by Play
  • View – Playbooks Play Status by Contact
  • View – Playbooks Contact Play Enrollment by Play
  • Chart – Playbooks | Play Distribution | Contacts
  • Chart – Playbooks | Play Status | Contacts
  • Chart – Playbooks | Contacts Enrolled by Rep

Lead Views and Charts Installed

  • View – Playbooks Lead Enrollment by Play
  • View – Playbooks Play Status – Leads
  • View – Playbooks – Lead Play Enrollment by Play
  • Chart – Playbooks | Play Distribution | Leads
  • Chart – Playbooks | Play Status | Leads
  • Chart – Playbooks | Leads Enrolled by Rep

Dashboards Installed

  • Playbooks Activities
  • Playbooks Strategy

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