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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New Manager: Get Started What does a new manager need to know about Playbooks? Title 20% See All New Manager Articles Next If you are a new manager of a team that uses Playbooks, there are a few things about Playbooks you will want to know. This article series will...
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Exploring the Playbooks Manager App What features and settings are accessible from the Manager App? Title 40% Back See All New Manager Articles Next Manager App URL The Playbooks Manager App is the cockpit for managers and administrators. It can be accessed by clicking the button below. Bookmark: https://playbooksmanager.xant.ai/ Login...
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Strategy & Task Management What features help managers create and improve strategy and task management? Title 60% Back See All New Manager Articles Next As Sales Engagement software, Playbooks provides a platform for managers and users to create structured engagement where each step is defined and metered. With Playbooks, managers...
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Features for Managers What are some additional features that Managers can use? Title 80% Back See All New Manager Articles Next We know that Managers have a lot on their plates. This collection of Playbooks features helps managers tackle some of those tasks by simply weaving components into the tool...
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Reporting for Managers Where can managers access reports for their team? Title 100% Back See All New Manager Articles Managers should be hyper-focused on results. Therefore, being able to report on multiple aspects of their team is important. Playbooks managers have two options when it comes to reporting; they can...
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