Microsoft Playbooks Deprecation: The Best Alternative to create scalable Sales Processes in Dynamics 365 CRM!

 

In today’s competitive market, organizations must have scalable sales processes that can be recreated and improved over time. Each organization relies on effective sales processes. Companies would struggle to sell their products or services and increase their income without them.

Microsoft Dynamics 365 CRM is a great tool that can aid businesses in managing their sales processes. Organizations can create a more streamlined sales process that is tailored to their specific needs by using playbooks in Microsoft Dynamics 365 CRM.

Sales playbooks are useful tools for creating standardized sales processes in Microsoft Dynamics 365 CRM. A sales playbook consists of best practices, sales strategies, and procedures that guide sales teams toward their goals effectively.

Sales playbooks provide a step-by-step plan for engaging with customers, qualifying leads, and closing sales. With a well-designed playbook, salespeople of all experience and skill levels can easily follow the same process. This contributes to the development of a consistent and repeatable sales process that can be scaled up as the organization grows.

According to a recent update, Microsoft will deprecate the Microsoft Dynamics 365 CRM Playbooks feature starting  July 7, 2023. Users can move their playbook templates to sequences for creating workflows if they wish to use their playbook templates. Sequences enable sales managers to ensure best practices are being followed in daily activities by giving sales reps a set of successive activities to follow directly in Microsoft Dynamics 365 CRM while performing their sales processes.

If you’re seeking a way to create scalable sales playbooks in Microsoft Dynamics 365 CRM!

You’re in luck!

Business Process Checklist, a Microsoft AppSource preferred app by Inogic, can help businesses create playbooks in Microsoft Dynamics 365 CRM. Enabling sales executives to follow playbooks created by their managers for guided selling. By ensuring consistency in sales processes and letting salespeople know what steps to follow in certain situations, salespeople can add tried and tested sales practices that have done wonders in past sales scenarios.

Playbooks created using Business Process Checklist App and Microsoft Dynamics 365 CRM Playbooks are both useful tools for automating and streamlining sales processes. Nevertheless, there are some significant differences between the two that should be noted.

1.  Creating and Handling Playbooks

Microsoft Dynamics 365 CRM Playbooks: They are specifically intended for use in the Microsoft Dynamics 365 CRM for sales.

Business Process Checklist: Playbooks created with Business Process Checklist app can be used in an array of business scenarios. They can be used within Microsoft Dynamics 365 CRM for Sales, Field Service, and Customer Service.

2.  Following Playbooks

Microsoft Dynamics 365 CRM Playbooks: If sales reps want to follow the instructions in the playbook, they must first click the Launch Playbook button and then pick the desired playbook for execution.

Business Process Checklist: Playbooks created with Business Process Checklist app automatically appear on Microsoft Dynamics 365 CRM records based on criteria. Making it easier for users to follow playbooks directly from the record form.

3.  Tracking Process Progress

Microsoft Dynamics 365 CRM Playbooks: Users can mark the playbook as completed by navigating to the record they launched the playbook from after completing all the activities in a playbook.

Business Process Checklist: Users can perform and mark steps within the playbooks as completed directly from the Microsoft Dynamics 365 CRM record; the progress bar on the playbook will show the percentage of the activities completed as 100%. Once all the steps are marked as completed.



Interested in learning in detail about Business Process Checklist app? Continue reading!

• Create Playbooks: Sales managers can create Plans/Playbooks via checklists containing best practices to follow at each stage of the sales process directly in Microsoft Dynamics 365 CRM.

Sales managers can create playbooks for sales activities like demos, lead nurturing, requirement gathering, sales calls, negotiations, and follow-ups. This proves helpful in standardizing processes and bringing consistency to business outcomes by giving every sales rep a standard operating procedure for sales processes.

• Set Up Playbooks on Business Process Flows: App allows sales managers to create playbooks for Qualify, Develop, Propose, and Close stages of the Business Process Flow within Microsoft Dynamics 365 CRM.

For example, sales managers can set up a playbook for the “Qualify” stage of the “Lead to Opportunity Sales Process” that will auto-display every time a lead reaches the “Qualify” stage of the Business Process Flow based on defined criteria.

This helps in defining the best practices for every Business Process Flow stage.

• Create Playbooks for Custom Groups: With this feature, organizations can create industry-specific Business Process Flows. If they are not using (Custom or OOB) Business Process Flows.

For example, if a sales manager in a finance company desires to create a process for loan verification, he can create a business process flow for loan verification using the custom groups feature of the app. And create a playbook containing best practices to follow for each stage of the loan verification process, such as income verification and home verification.

• Follow Playbooks in Dynamics 365 CRM: Playbooks created by managers are auto-displayed on Microsoft Dynamics 365 CRM records like opportunities, cases, leads, etc. Based on defined criteria. This helps prevent missing out on any important steps in the process.

• Track sales process progress: With visual components such as step counters that display the number of steps completed and progress bars that show the percentage of tasks completed, this feature can allow sales managers to measure the progress of sales processes.

Furthermore, it also provides a detailed view of completed, ongoing, and upcoming sales processes to keep salespeople on top of their game and updated.

So, these were some of the key Business Process Checklist app features that can allow sales managers to automate advising sales reps on each stage of the sales process.

Benefits of Business Process Checklist:

Better lead conversion: With sales playbooks in Microsoft Dynamics 365 CRM, salespeople can provide a personalized customer experience. They can do more sales than contemplating the next steps and asking higher-ups for advice, resulting in shorter sales cycles and higher conversion rates. With a clear know-how of what actions to take next in the sales process.

Smooth Onboarding and Hiring: Sales playbooks can help train new hires quickly. New reps can learn the ropes faster and start selling more effectively. With a step-by-step guide on how to sell. This proves helpful in reducing the resources and time required to train new sales team members.

Make Sales Processes Scalable: Sales playbooks provide a flexible framework that can be adapted to meet changing business needs. They can be easily scaled to accommodate a growing sales team or new products and services.

Finally, Sales playbooks can help firms improve lead quality, save training time, and improve team cooperation by offering a step-by-step blueprint on how to sell.

To Know more about Business Process Checklist app and its amazing features, please visit our online help site.

If you’re excited to try out the app for yourself, you can get it from our website or Microsoft AppSource for a 15-day free trial.

Feel free to contact us at crm@inogic.com to get a personalized app demo or to ask us queries on implementing scalable sales playbooks in Microsoft Dynamics 365 CRM.

PS: If you’re searching for a way to improve CRM adoption in your company, User Adoption Monitor, a Microsoft AppSource preferred app, can help with its unique features that provide real-time insights into how your team uses Microsoft Dynamics 365 CRM.

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