Track Progress in Playbook Templates
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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: Edit the playbook template and set the value of the Track Progress option to yes.
Does the solution meet the goal?
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A. B.A.
Activity tracking is enabled in the Playbook template.
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/track-playbook-activitiesThe given solution to edit the playbook template and set the value of the "Track Progress" option to "yes" would meet the goal of recording all activity associated with each playbook.
When the "Track Progress" option is set to "yes" in the playbook template, Dynamics 365 Sales automatically tracks all activities that are created by using that playbook. This includes tasks, emails, and appointments that are created using the playbook. Additionally, the progress of the playbook can be tracked in real-time, providing visibility into the status of each playbook.
By enabling this feature, the company can ensure that all activities associated with each playbook are tracked, providing valuable insights into the effectiveness of the playbook and enabling sales managers to make data-driven decisions to improve sales performance.
Therefore, the given solution meets the goal of recording all activity associated with each playbook, and the answer is A. Yes.
