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
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