datom Checklist: fancy checklist functionality image

datom Checklist: fancy checklist functionality

Autor: datom GmbH

Dynamics 365 Marketing
Dynamics 365 Sales
Dynamics 365 Customer Service
Dynamics 365 Field Service
Dynamics 365 Project Service Automation
Projektové operace

A fancy to-do & checklist functionality, with groups and logs, for Dynamics 365.

Expend your Dynamics 365 with a ToDo and checklist functionality. Many companies try to map checklist functions in note fields or other entities, this usually does not work reliably or is cumbersome. Simplify your internal processes and procedures with our checklist.

With functions such as grouping tasks and linking users, the datom Checklist enables you to process checklist effectively.

Use the checklist, for example, as a "digital routing slip" for new employees, for customer processes and much more.

How it works:

  1. Open the form that contains the checklist
  2. Load a template or create the checklist manually

Configuration:

  1. Create the field that contains the checklist data
  2. Add the web resource checklists and the field to the form of your choice
  3. Enter the field as a parameter for the web resource

Benefits and Features:

  • Group checklist tasks
  • Linking Users
  • Retracing recent changes
  • Recover deleted items
  • Users can create, use and customize checklist templates
  • Supports any system or custom entities

If you have suggestions for other features you’d like to see in this solution, please don’t hesitate to contact us.

Rychlý přehled

Snapshot 1 of datom Checklist: fancy checklist functionality
Snapshot 2 of datom Checklist: fancy checklist functionality
Snapshot 4 of datom Checklist: fancy checklist functionality