Webinar: Microsoft Playbooks Alternative for Creating Scalable Sales Processes in Dynamics 365 CRM


Microsoft has deprecated the playbooks feature in Dynamics 365 CRM, leaving businesses in search of a reliable alternative. Inogic's Business Process Checklist is a Microsoft AppSource preferred solution that enables businesses to create business-specific playbooks in CRM. The webinar will explore the app's features, including standardizing sales processes, automating sales advisory, ensuring best practices are followed, monitoring risks, creating people-independent systems, visualizing progress, and streamlining onboarding. The app is available for Microsoft Dynamics 365 CRM v8.2 above, Dataverse (Power Apps), and native Dynamics 365 App. A 15-day free trial is available for download. Follow Inogic on social media for more information.


Video 19m

Login now to access my digest by 365.Training

Learn how my digest works
Features
  • Articles, blogs, podcasts, training, and videos
  • Quick read TL;DRs for each item
  • Advanced filtering to prioritize what you care about
  • Quick views to isolate what you are looking for right now
  • Save your favorite items
  • Share your favorites
  • Snooze items you want to revisit when you have more time