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Business Process Checklist - Implement best practices into daily actions

Streamline business processes in Dynamics 365 CRM

Product Verticals: All Industries
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Simplify your internal processes by enforcing best practices using Business Process Checklist within Microsoft Dynamics 365 CE. Managers and admins can create plans in the form of checklists/to-do lists or processes for their users to follow throughout their day. Be it Lead, Opportunity, Case, any Custom entity, or Business Process Flow or Custom Group, attach a set of rules and plans for your stakeholders to follow to create a consistent and reliable practice. Make life simple again by guiding your team on every step of their CRM process.


Features:

  • Create and Manage Plans
  • Create Plans on Business Process Flows
  • Create Plans on Custom Groups
  • Auto-attach Plans to Records
  • View and follow plans
  • Track Plan Progress
  • Users can skip steps within plans based on their needs
  • Set specific steps of plans as favorites
  • View the plan and record details on a single page without having to move between apps
  • Set multiple plans for records
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