Associate documents with playbook activities

Note

Starting July 7, 2023, playbooks will be deprecated region-wise. Move your playbook templates to sequences to create scheduled and conditional workflows. Learn more

Ensure sales reps always have the latest sales and training materials to close a deal by associating documents with playbook activities that you add to a playbook template. For example, create a playbook template that sales reps can follow when the decision maker they are working with leaves the organization. While adding activities to this template, you can also attach documents that help the sales rep bring the new decision maker up to speed.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise More information: Dynamics 365 Sales pricing
Security roles	System Administrator or Playbook Manager More information: Predefined security roles for Sales

Prerequisites

So that you can add documents, make sure that document management for the playbook activity entity is enabled. Document Management must also be enabled for playbook activity and all the entities to which documents must be copied, that is, task, appointment, and phone call. More information: Enable SharePoint document management for specific entities, Set up SharePoint integration.

Add documents

1. In the Playbook activities section of the playbook template, open the playbook activity to which you want to associate a document.

2. In the activity form, select the Related tab, and then select Documents.

   

   The Documents list opens.

   

3. Select Upload to add documents that a sales rep might need while working on this playbook activity. The documents are stored on the configured SharePoint site. For more information about working with documents, see Manage your SharePoint documents.

Note

• The document operations you can perform, such as creating a new document or uploading, checking out, editing, or deleting a document, depend on the permissions assigned to you.
• If a system administrator disables document management on a playbook activity for which it was earlier enabled, and documents were associated, the documents won’t be available to the associated activities when a playbook is launched for an entity such as an opportunity or lead.
• By default, the playbook activity entity is enabled for customization because that's a prerequisite for enabling SharePoint integration. However, we don't support any customizations to this entity.

Can't find the options in your app?

There are three possibilities:

• You don't have the necessary license or role.

• Your administrator hasn't turned on the feature.

• Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box apps such as, the Sales Hub or Sales Professional app.

See also

Manage playbook templates
Enforce best practices with playbooks