Overview
What is Inogic Business Process Checklist?
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…
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- Tech Details
What is Inogic Business Process Checklist?
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 organization’s best practices to perform. With Business Process Checklist, the user can set a plan of action for salespeople/customer executives to follow, and in order. This aligns the business processes within Dynamics 365 CRM.
Inogic Business Process Checklist Features
- Supported: Create and Manage Plans
- Supported: View and Follow set Plans
- Supported: Set Plans for Business Process Flow and Custom Groups
- Supported: Track the progress of tasks
Inogic Business Process Checklist Screenshots
Inogic Business Process Checklist Integrations
Inogic Business Process Checklist Competitors
- datom
- Mirosoft Dynamics 365
- MTC CRM
Inogic Business Process Checklist Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |