Mark a playbook as completed

Applies to Dynamics 365 for Customer Engagement apps version 9.x

When you complete all the activities created for a playbook, you must mark the playbook as completed. This helps you to know if the playbook was successful or not.

  1. To mark a playbook as completed, go to the record you launched the playbook from (calling record).

  2. In the playbook record, on the command bar, select Complete as, and then select one of the following results:

    • Successful

    • Not Successful

    • Partially Successful

    • Not Required

    Note

    A system administrator or customizer can add custom values to this field.

    complete as button on playbook record

See also

Launch a playbook to carry out activities consistently
Track playbook activities