Configure Dynamics 365 Sales Playbook: Record Activity | Microsoft Exam MB-210

Configure Dynamics 365 Sales Playbook: Record Activity

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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: Enable the playbook in Playbook settings.

Does the solution meet the goal?

Answers

Explanations

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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-activities

The given solution of enabling the playbook in Playbook settings does not fully meet the goal of recording all activity associated with each playbook in Dynamics 365 Sales.

Enabling the playbook in Playbook settings only allows the playbook to be used by sales representatives, it does not provide any configuration for recording the activity associated with the playbook. Playbook settings only include options such as assigning security roles, configuring stages and steps, and selecting templates for the playbook.

To record all activity associated with each playbook, additional steps are required, such as configuring auditing or enabling custom entities to track the activity. Auditing allows system administrators to track changes made to data in Dynamics 365, including changes to playbook records. Alternatively, custom entities can be created to track playbook activity, such as a "Playbook Activity" entity that can be linked to the playbook record.

Therefore, the given solution does not fully meet the goal, and the correct answer is B. No.