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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.

Business Needs Served

Business Process Mgmt

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