Simplify your internal processes by enforcing best practices using a Preferred App on – in 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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Business Process Checklist
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