TouchStone Business SystemBusiness Design Corp
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Related Products
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About
Business Process Checklist is a Microsoft 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 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 Business Process Checklist within your Dynamics 365 CRM.
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About
Never misplace or lose your documented processes and training's ever again. Improve usability and accessibility with a holistic process hierarchy that drills down to specific work plans and tasks, checklists, documents, video, and audio training. Processes then link to positions on your organizational chart, creating dynamic job descriptions and operating manuals for every position on your org chart. Outline and create processes with easy-to-use templates. Access best business practices from our libraries of processes. Manage employees with documented processes. Improve employee performance and accountability with Management Review. Ensure tasks, checklists, and documents are completed. Run reports, review process notes, and focus on innovation and performance. Train and your employees and maintain consistent, efficient work results using documented processes. Processes are accessed and used in Control Panels and Reports. Ensure process compliance and enforce policies.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Dynamics 365 users
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Audience
Companies searching for a solution for organizing and managing their processes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationInogic
Founded: 2006
India
www.inogic.com
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Company InformationBusiness Design Corp
Founded: 2000
United States
businessdesigncorp.com
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Categories |
Categories |
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Business Process Management Features
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
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