Installation Changes Dynamics Solution Files

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

Related Article: Playbooks Installation Steps

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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)

Note: This role must be assigned to the Playbooks System User in your CRM.

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		✓