Business Process Checklist

Business Process Checklist is a Dynamics 365 CRM productivity app that helps users 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 organization’s best practices to perform. With Business Process Checklist, set a plan of action for your salespeople/customer executives to follow and in the order, they want them to follow. Increase user productivity by better aligning your business processes with the Business Process Checklist within your Dynamics 365 CRM.
Benefits of implementing Business Process Checklist within your Dynamics 365 CRM:
1. User Productivity increases by 30-50%
2. Internal rate of returns of more than 15%
3. Increase the success rate of projects by 70%

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Last modified 1mo ago