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Standardize Sales Processes with Checklists in CRM!
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What's Business Process Checklist?
Businesses managing their sales processes using Microsoft Dynamics 365 CRM are always looking for opportunities to optimize the system to achieve greater consistency and efficiency in their processes. However, several factors, such as people’s unavailability, delayed or inappropriate actions, poor access to critical data, and non-compliance, can result in inconsistent sales processes and business outcomes. No wonder managers spend an inordinate amount of time manually advising their team personnel on the next steps and actions in line.
Recent Updates
Auto-display checklists/plans on record forms.
Display checklists on existing records.
Create a checklist for each Business Process Flow stages.
Information Vault
Benefits of using Business Process Checklist
Reps focus on selling with prioritized, auto-displayed tasks.
Standardized processes minimize errors and missed steps.
New reps follow clear checklists, reducing training time.
Compliance ensures smoother customer interactions and satisfaction.
Supported On
Dynamics 365 CRM
Online | Dataverse
Features
Here’s How Checklists Help Standardize Processes in CRM
Create and Manage Tasks/Checklists
Design comprehensive checklists with step-by-step instructions within Microsoft Dynamics 365 CRM. This ensures every sales rep follows the same best practices, leading to consistent and reliable results.
Set Checklists on Business Process Stages
Create step-by-step Checklists for both OOB and custom Business Process Flows to streamline actions at each stage and improve CRM management.
If you don’t use OOB Business Process Flows, design custom, industry-specific Business Process Flows and add Checklists to guide each stage.
View and Follow Set Plans/Checklists
Sales reps can easily view and follow checklists created by managers in Microsoft Dynamics 365 CRM, ensuring every step is completed correctly and new team members can quickly get up to speed.
More Features
Track the Progress of Tasks
Stay on top of your tasks with visual progress bars and step counters, making it easy to track what’s completed, in progress, and coming up next.
Define Actions in Checklists
Add actionable steps, like sending emails, making calls, or creating custom activities directly within your checklists to streamline your process.
Revise Checklists
Easily update existing Checklists, Checklist Steps, and Actions in the Business Process Checklist app to adapt to changing business needs.
Delete Checklists
Remove outdated Checklists from the app to keep your process streamlined and organized.
Rigid Checklists
Set sequential Checklists to ensure tasks are completed in order, preventing progress to the next step until the current one is done.
Flexible Checklists
Create adaptable Checklists where tasks can be completed in any order, based on business process requirements.
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Frequently Asked Questions
Business Process Checklist comes with two different types of plans to configure viz checklist and process. When the activities mentioned in the checklist against the record can be performed regardless of any sequence without any dependency, you are to use checklist type of plan. When you want the users to perform the steps in exactly the way you want and where the next step will be dependant on the completion of the previous step, you are to use process type of plan.
With the help of Business Process Checklist, you can set plans/checklists against OOB as well as custom entities for your users.
Yes, Business Process Checklist works for both Dynamics 365 CRM v9.0 and up as well as Dataverse.
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