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.