Entity reference for playbooks

As developer, use this reference documentation to understand the operations that can be performed on playbooks entities, the default attributes of each entity, and the relationships between entities.

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 customizer
More information: Predefined security roles for Sales

Playbook entities

Entity name Description
msdyn_playbookinstance Actual instance of a playbook template once it is launched.
msdyn_playbookcategory List of categories for which a playbook can be created. For internal use only.
msdyn_playbookactivity Stores the details of the activities to be created when a playbook is launched. For internal use only.
msdyn_playbookactivityattribute Stores attribute names and values of the playbook activity. For internal use only.
msdyn_playbooktemplate Playbook templates contain the definition of the playbook, which helps to standardize a set of best practices or next best actions. For internal use only.
msdyn_callablecontext List of record types that the playbook can be applied to. For internal use only.

See also

Developer Guide for Sales
Enforce best practices with playbooks