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Work smarter, and deliver faster by enforcing best practices in your day-to-day processes!

Enforce best practices using Business Process Checklist within Dynamics 365 CRM!

Why Business Process Checklist?

Businesses managing their sales processes using Microsoft Dynamics 365 CRM are always looking for opportunities to optimize the system to achieve greater consistency and efficiency in their processes. However, several factors, such as people’s unavailability, delayed or inappropriate actions, poor access to critical data, and non-compliance, can result in inconsistent sales processes and business outcomes. No wonder managers spend an inordinate amount of time manually advising their team personnel on the next steps and actions in line.

Inogic’s Business Process Checklist, task manager for Dynamics 365 CRM helps organizations create automated business-specific playbooks/Checklists in Dynamics 365 CRM to ensure important steps are followed in the correct order every time, preventing omissions in the sales cycle and enforcing process compliance.

Overview

Business Process Checklist is a Microsoft AppSource preferred app that provides users an effective way to enforce playbooks consisting of best practices to follow at every stage of the business process through checklists that serve as prerequisites for each stage, so users can easily implement business-specific rules and ensure compliance. Create plans in the form of checklists/processes against any OOB or Custom record in Microsoft Dynamics 365 CRM, resulting in standardized best practices. Playbooks facilitate the advancement of the process by alternate stakeholders, even when specific process owners are unavailable.

Benefits

Business Process Checklist

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Features

Create and Manage Playbooks/Plan

For consistent results, every employee needs to follow the business’s best practices. With Business Process Checklist, managers can create playbooks with step-by-step instructions for users to follow within Microsoft Dynamics 365 CRM. This way, managers can drive consistent results every time a process is carried out.

Set Plans for Business Process Flow

Managers can set up plans (checklist or process) for each stage of the Business Process Flow (OOB and Custom) to improve user efficiency by letting them know exactly what actions they need to perform.

Set Plans for Custom Groups

If an organization is not using any Business Process Flows, they can use the custom groups feature to create industry-specific Business Process Flows and set up plans for these processes.

View and Follow Set Plans

Sales reps can view and follow the plans created by managers right within Microsoft Dynamics 365 CRM and prevent the omission of any important step in the process. Additionally, new team members can simply view the plan and perform tasks as instructed, enabling organizations to facilitate training.

Track the Progress of Tasks

Managers and users alike can track completed tasks, ongoing ones, and upcoming ones with visual elements like a progress bar and step counter to stay on top of the process. The progress bar also displays the percentage of tasks done and helps ensure process compliance.

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More Features

Auto-attach plan

Auto-attach plan

Plans will get automatically attached to records when set conditions are met.

Checklist Plan

Checklist Type Plan

Set up a checklist-type plan when the actions are to be performed, regardless of the order. Helping managers create flexible plans.

Process Plan

Process Type Plan

Set up a process-type plan when the order in which the tasks are performed is critical. Helping managers create rigid plans when necessary.

DynamicsConditional Steps

Dynamics/Conditional Steps

Create a series of steps within plans that can be dynamically changed depending on conditions.

Set up activities

Set up activities

Add actionable steps like automatically sending emails, creating phone calls, or any other custom activities within your plans.

copy-plan

Copy plans

Easily copy and reuse existing plans instead of creating one from scratch.

mobile and tablet

Mobile/Tablets

Managers and users can view, follow, and track the progress of the plans on mobile apps.

FAQ's

Business Process Checklist comes with two different types of plans to configure viz checklist and process. When the activities mentioned in the checklist against the record can be performed regardless of any sequence without any dependency, you are to use checklist type of plan. When you want the users to perform the steps in exactly the way you want and where the next step will be dependant on the completion of the previous step, you are to use process type of plan.

With the help of Business Process Checklist, you can set plans/checklists against OOB as well as custom entities for your users.

Yes, Business Process Checklist works for both Dynamics 365 CRM v9.0 and up as well as Dataverse.

Reach out to us today to know more!