Webinar: With Microsoft Playbooks Deprecating “B”ring back “P”rocess “C”ompliance in Dynamics 365 CRM using Business Process Checklist App!

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Business Process Checklist App

Microsoft announced the deprecation of Microsoft Dynamics 365 CRM playbook feature starting July 7, 2023.

No worries, it’s time to switch to Business Process Checklist by Inogic a Microsoft AppSource preferred solution that enables businesses to create playbooks with guidelines to help salespeople perform sales processes by following all the best practices.

The app effortlessly integrates with Microsoft Dynamics 365 CRM, providing a user-friendly interface for defining, managing, and optimizing your sales processes.

Interested in learning about this app in an engaging session? Be a part of our upcoming webinar to discover this app’s useful features.

Microsoft Playbooks alternative for Creating Scalable Sales Processes within Dynamics 365 CRM!

Register Now

Wednesday, July 26th, 2023
11 AM EDT and 4 PM AEST

In this webinar, we will introduce you to all the key benefits of Business Process Checklist App:

  1. Boost consistency: The app helps you make sure that every team member is adhering to best practices in the same order every time a process is performed. This helps maintain consistency in sales outcomes and reduce errors.
  2. Enhance efficiency: Sales managers can help team members execute activities more efficiently by offering a clear set of instructions, minimizing the time and effort required to complete a process.
  3. Minimize errors: Make sure that all relevant procedures are followed and that crucial information is not missed, which contributes to the prevention of errors.
  4. Simplifies training: Playbooks created using the Business Process Checklist app can be a useful training tool, helping new team members easily comprehend the steps required to complete a process successfully.
  5. Boost compliance: This app provides a clear set of instructions for ensuring compliance with regulatory requirements, thus helping to ensure compliance is met.

Register now to join the webinar.

To try the app for your specific business needs. You can get it for a free 15-day trial from our website or Microsoft AppSource.

To get an in-depth understanding of the app’s process management features, go to our online help site. Please feel free to contact us at crm@inogic.com for a free, tailored demo of the app.

Register right away to learn more about how the Business Process Checklist app makes it easier for you to establish scalable sales processes in Microsoft Dynamics 365 CRM.

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