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Enforce best practices using Business Process Checklist within Dynamics 365 CRM!

Business Process Checklist is a Dynamics 365 CRM productivity app that helps users to simplify their internal processes by enforcing the best plan of action for day-to-day activities. Once the sales manager or administrator creates a checklist/plan/to-do list, it will automatically get connected against records or Business Process Flows when set conditions are met. Be it custom, OOB entities or custom flows, users will have a predefined set of actions reflecting the organizationu2019s best practices to perform.

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Enforce best practices using Business Process Checklist within Dynamics 365 CRM!

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  1. Work smarter, and deliver faster by enforcing best practices in your day-to-day process crm@inogic.com

  2. Need for Productivity in CRM 30-50% Increase in User productivity 15% Increase in Internal rate of returns 70% Increase in Projects success rate Increased Productivity Automate Complex Tasks Reduced Manual Work Increases Efficiency crm@inogic.com

  3. Key Features Create and Manage Plans View and Follow set Plans Managers can enforce the best practices within their team and drive better results by creating and managing step-by-step plans for the users to follow within Dynamics 365 CRM. Users can view the predefined plan and follow it step by step for their day-to-day tasks. Set Plans for Business Process Flow and Custom Groups Set up activities Track Progress Managers can set up plans for each stage of the Business Process Flow as well as Custom Groups and guide the users in streamlining their processes. Add actionable steps like automatically sending emails, creating phone calls, or any other custom activities within your plan. Managers and users can keep track of the activities that have been completed, the ones that are still overdue, and those that are ongoing throughout the day. crm@inogic.com

  4. Available for Supported Versions Dynamics 365 v9.1 and above Microsoft Dataverse DYNAMICS 365 ONLINE Deployments crm@inogic.com

  5. Create and Manage Plans Managers can create, revise and delete plans as per their business requirements and guide users accordingly. crm@inogic.com

  6. Plan Managers can create different plans (such as Processes or Checklists) for their users to follow by filling in the necessary details against the record. crm@inogic.com

  7. Plan Steps Multiple steps can be added to the plan by the manager, so that users can perform the steps accordingly. crm@inogic.com

  8. Plan Step Actions Multiple actions can be added inside the plan steps which will be performed according to the satisfied criteria. crm@inogic.com

  9. Set Plans for Business Process Flow and Custom Groups crm@inogic.com

  10. Auto Attach the Plan to Record Plans defined by the manager can be performed by the users to follow during there course of the day. crm@inogic.com

  11. View and Follow set Plans Users can simply view the plan and the steps within the plan to perform as instructed right within their Dynamics 365 CRM. crm@inogic.com

  12. View Plan Items on Record According to the criteria, the plan will be attached to the record, where user can complete their steps on “one-click”. crm@inogic.com

  13. Track the progress of tasks With an intuitive progress bar, managers and users can track the completed tasks, ongoing and upcoming ones with visuals. crm@inogic.com

  14. What's next Get StartedIn just 10 minutes! crm@inogic.com

  15. Why Us? Customer Service Our panel of product experts with vast industrial knowledge is quick to provide supportive solutions to any impromptu requests Community Driven We believe in community growth along with business growth and hence engage in several employee training and engagement programs Quality Products Ability to deliver quality solutions quickly and at affordable prices Latest Technology Our apps are aligned to Microsoft release cycle, and we make use of the latest and greatest technology available at any point. Partner and Customer led Product Roadmap We proactively seek inputs from our partners and customers and design our product roadmap based on these. crm@inogic.com

  16. Thank You! Email us at crm@inogic.comfor a live demo. www.inogic.com @inogic @inogicindia inogic.com/blog @inogicindia @inogicindia • docs.inogic.com Copyright © 2022 Inogic. All rights reserved

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