Microsoft has recently announced deprecation of the playbooks feature in Microsoft Dynamics 365 CRM, effective from July 7, 2023.
Inogic’s Business Process Checklist is a powerful ISV solution available on Microsoft AppSource that empowers businesses to create business-specific playbooks with best practices in Microsoft Dynamics 365 CRM.
This solution seamlessly integrates with your CRM environment, providing a user-friendly interface to define, manage, and optimize your sales processes.
Join our webinar, to explore the useful features of this amazing Microsoft Playbook alternative.
Webinar: Microsoft Playbooks alternative for Creating Scalable Sales Processes within Dynamics 365 CRM!
Register Now
Date: Wednesday, July 26th, 2023
Time: 4 PM AEST and 11 AM EDT
In this webinar, you will learn about the following benefits that Business Process Checklist App Provides:
Ensures consistency
With Business Process Checklist, you can ensure that all team members are following the same steps in the same order every time a process is carried out. This consistency can help reduce errors and improve the quality of the output.
Improves efficiency
By providing a clear set of instructions, sales managers can help team members complete tasks more efficiently, reducing the time and effort required to complete a process.
Reduces errors
Helps prevent errors by ensuring that all necessary steps are followed and that important details are not overlooked.
Facilitates training
A Business Process Checklist can be a useful training tool, providing new team members with a clear understanding of the steps required to complete a process.
Supports compliance
Playbooks created using Business Process Checklist can help ensure that regulatory requirements are met by providing a clear set of instructions for ensuring compliance.
Feed your curiosity by registering here!
If you want to try the app’s features for your business needs, you can download it for a 15-day free trial from our website or Microsoft AppSource.
To understand the app’s features in more detail, visit our online help site. To get a personalized demo of the app or to ask us any queries about the app, feel free to mail us at crm@inogic.com.
Register now to get a detailed understanding of how the Business Process Checklist app can help you create scalable sales processes and seamlessly transition from Microsoft playbooks to the Business Process Checklist App for creating playbooks in Dynamics 365 CRM.