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:

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

Configuration:

Create the field that contains the checklist data
Add the web resource checklists and the field to the form of your choice
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.

Dynamics Checklist: fancy checklist functionality

作者 datom GmbH