Tag Archives: sales insight cards

Launch Playbooks using sales insight cards (assistant V3) in Dynamics 365 CE

Use Business Process Checklist for guided selling in Dynamics 365 for Sales Automate repeatable tasks and enforce best practices for day-to-day sales processes using your own customizable Dynamics 365 CRM Playbook using Inogic’s Business Process Checklist. Managers and admins can create plans in the form of checklists/to-do lists or processes for their users to follow… Read More »