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.


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.


Business Process Checklist

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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.