Overview You are trying to add new people to the Playbook teams, but you are unable to do so. Information Prerequisite: Users must exist in your CRM hierarchy before you can add them to your team. ...
Overview When you expand the extension window it doesn’t really widen enough to show what you actually want to see and you cannot scroll left to right if there is additional information such as pictur...
Overview You want to be able to have dual profiles in Google Chrome and be able to run two Playbooks accounts in the same Browser. Information To achieve this, you must set up the two (or more) acco...
Overview You are getting a CRM authorization message in a blue banner that says CRM authorization required. Solution You will need to make sure that: Access User is connected. Your CRM is connected...
Overview You want to downgrade the Playbooks Managed Solution for MS Dynamics in the event of a problem after updating to the last version. Information Dynamics CRM requires some unique consideratio...
Overview You may want to integrate Playbooks with third-party applications (like Zoom Info, DiscoverOrg, Datanize, and Sales Navigator), which you use for lead sourcing and data enrichment, to be able...
Overview If you have recently installed and started using Playbooks you might notice: Increased system latency. Lags. UI unresponsiveness. Solution Try turning off all the windows and programs other t...
Overview You want to custom sort accounts records as per their last sales activity. Information There is not currently a way to sort accounts by last activity field, by design. The administrators of...
Overview In this article, you will find the MS Dynamics Managed Solution Release Notes for the current version and the differences between this new solution and the previous one. (v1.0.0.9) Informat...
Overview You are trying to log into Playbooks via the Salesforce button in the Playbooks plug-in window. However, the account Playbooks is attempting to sign into is incorrect (not your account). The ...