Configure Playbooks for Activity Tracking
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A company uses Dynamics 365 Sales.
You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.
Solution: Create a Power Automate flow to track the activities.
Does the solution meet the goal?
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A. B.B.
Activity tracking is enabled in the Playbook template.
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/track-playbook-activitiesThe proposed solution to configure the system to record all activity associated with each playbook is to create a Power Automate flow to track the activities.
Power Automate (formerly known as Microsoft Flow) is a cloud-based service that allows users to create automated workflows between applications and services. It offers a wide range of connectors to various services and applications, including Dynamics 365 Sales. Power Automate can be used to automate tasks, such as sending notifications, creating records, or updating records.
In this scenario, the proposed solution of creating a Power Automate flow to track the activities associated with each playbook could work. However, it depends on the specific details of what needs to be tracked. Power Automate can track various types of activities, including the creation of records, updates to records, and sending notifications.
If the company wants to track when the playbook is created, when it is assigned to a sales manager, and when it is completed, a Power Automate flow can be set up to track these activities. The flow can be triggered when a playbook is created or updated, and it can update a designated field in the playbook record with the relevant details.
However, if the company wants to track more detailed information, such as when each document is sent to a sales manager and when the sales manager opens the document, the Power Automate solution might not be sufficient. In this case, additional customization or integration with other tools might be needed to track the desired information.
In summary, the proposed solution of creating a Power Automate flow to track the activities associated with each playbook could work depending on the specific details of what needs to be tracked. Therefore, the answer to the question is: "It depends on the specific requirements of the tracking that need to be recorded. So the answer is B, No, and Yes, depending on the context."
