Enforce best practices in Dynamics 365 CRM - Business Process Checklist
About This Solution
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.
Business Process Checklist is available for Dynamics CRM v9.1 onwards, and Dataverse. It supports Microsoft Dynamics 365 Online.
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More About This Vendor
Inogic is a leading Microsoft Gold ISV Partner for Dynamics 365 CRM with global customer base in 50+ countries. Inogic was founded by a group of like-minded CRM experts and professionals in 2008 and presently have more than 75+ techno-functional members working with exclusive focus on Microsoft Dynamics 365 CRM / Power Platform. We offer productivity apps and Dynamics 365 CRM offshore development services including Power Platform( Power Apps, Power Automate, Power BI, and Power Apps Portals) to help organizations improve their business processes and achieve high ROI. Inogic believes in spreading its knowledgebase and expertise demonstrated by thousands of blogs which are quite popular in the Dynamics community. Inogic apps for Dynamics 365 CRM/Dataverse (Power Apps) are rated as Microsoft Preferred Solutions on Microsoft AppSource and streamlined to drive better Sales and improve the Services of an organization.