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Description
The Business Process Checklist is an innovative productivity tool within Microsoft Dynamics 365 CRM designed to streamline internal operations by guiding users towards the most effective daily practices. When a sales manager or administrator establishes a checklist or to-do list, it seamlessly integrates with records or Business Process Flows once specific conditions are fulfilled. Whether dealing with custom entities, out-of-the-box solutions, or tailored workflows, this tool provides users with a structured set of actions that embody the organization's best practices. By utilizing the Business Process Checklist, organizations can create a strategic action plan for their sales teams or customer service representatives, ensuring tasks are completed in the desired sequence. This approach not only boosts user productivity but also enhances the coherence of business processes, making it an invaluable addition to your Dynamics 365 CRM toolkit. Ultimately, the Business Process Checklist empowers teams to operate more efficiently and effectively, leading to improved performance and results.
Description
Simple task management for yourself and your team. Zenkit To Do makes you feel at home. You will have more time to do the important things. You should focus on the most important tasks of the day. Smart lists such as "Assigned To Me", "Favorites", and "Today", give you a complete overview of what you have to do. You can add due dates and reminders for any task. You can control the process by adding repeating tasks. You can integrate your favorite calendar programs (coming soon). You can share and assign tasks with your colleagues, friends, family, and acquaintances. With the people who matter, plan for work, home, or everything in between. To keep everyone informed, comment and reply to tasks. Zenkit To Do is a part of the Zenkit family. All products are deeply integrated with each other. They share a single data platform.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Better Proposals
No
ClickTime
No
Dropbox
No
FormKeep
No
Google Calendar
No
Hypernotes
No
InvoiceBerry
No
Livestorm
No
Mailjet
No
Microsoft Dynamics 365
Yes
Integrations
Better Proposals
Yes
ClickTime
Yes
Dropbox
Yes
FormKeep
Yes
Google Calendar
Yes
Hypernotes
Yes
InvoiceBerry
Yes
Livestorm
Yes
Mailjet
Yes
Microsoft Dynamics 365
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
Free
Personal: Free
Plus: $4/Month/User
Business: $19/Month/User
Enterprise: Contact us
Plus: $4/Month/User
Business: $19/Month/User
Enterprise: Contact us
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Inogic
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
Axonic Informationssysteme
Founded
2003
Country
Germany
Website
zenkit.com/en/todo/
Product Features
Product Features
Productivity
Collaboration
Yes
Database Creation
No
Document Creation
No
File Sharing
Yes
Notes Management
No
Office Suite
No
Presentation Tools
No
Project Management
No
Task Management
Yes
Team Chat
No
Task Management
Collaboration
Yes
Create Subtasks
Yes
Gamification
No
Gantt Charts
No
Mobile Access
Yes
Percent-Complete Tracking
Yes
Progress Tracking
Yes
Recurring Tasks
Yes
Reporting/Analytics
No
Spreadsheet View
No
Task Board View
No
Task Planning
Yes
Task Scheduling
Yes
Task Tracking
No
Time Tracking
No
To-Do List View
Yes
