Navigating your Dynamics 365 CRM Sales Process using the power of Business Process Flow Management! – CRM Software Blog

Running a business takes more than a strong idea; it requires a clear, actionable plan. Planning is the backbone of the business lifecycle, yet are we giving it the attention it deserves? Do we have an organized list of action items and tasks that keep us on track?

In sales, achieving consistent success goes beyond strategy—it requires structured planning and efficient execution. Many teams still use outdated methods like Excel, leading to disorganization and missed steps. Effective process management, with clear steps, can increase productivity by 30-50% and improve project success rates by up to 70%, helping teams stay efficient and results-driven.

To address this, Inogic’s Business Process Checklist app steps in, providing an automated, easy-to-use solution for planning and tracking tasks within Dynamics 365 CRM.

Here’s how creating plans for Business Process Flows and Custom Groups helps you organize work more effectively:

Create Plans for Business Process Flow

A Business Process Flow is a guided workflow in Dynamics 365 CRM, consisting of several stages that help users complete a business process step-by-step. Adding a plan to each stage of the flow helps teams follow specific tasks, ensuring nothing is overlooked.

Imagine a sales team is working on a Lead to Opportunity process. During the “Qualify” stage, the team must collect essential details, such as contact information and budget, to qualify the lead. By setting up a Business Process Plan specifically for this stage, managers can ensure every rep follows the exact steps to evaluate leads properly.

This plan requires tasks to be completed in a specific order. Ideal for guiding the team through necessary steps without skipping any.  Due to this a sales rep qualifies leads methodically, reducing the chance of missing crucial details and leading to a higher-quality pipeline.

In Benefit it ensures consistency, as each task builds on the previous one, creating a clear, error-free path

Allows tasks to be completed in any order. This is great for flexible situations where strict order isn’t necessary, letting reps handle tasks based on their urgency or priority.  Like, in the “Develop” stage, a salesperson can prioritize tasks like scheduling a demo based on what’s most pressing, allowing them to respond to clients quickly.

In benefit it provides flexibility, enabling reps to prioritize tasks according to real-time needs.

Create Plans for Custom Groups

If your team doesn’t follow a specific Business Process Flow, you can set up plans within Custom Groups to fit unique processes outside the standard flow in Dynamics 365 CRM.

For instance, a loan officer needs a step-by-step plan for verifying a loan application. By using Custom Groups, a Process Plan can guide them through specific steps such as verifying income, then home ownership, ensuring compliance and consistency in each case.

2.1 Process-Type Plan:

Ensures tasks are done in a strict order, which is perfect for compliance-heavy processes. Due to this, the finance officer can systematically verify each part of a loan application, reducing errors and ensuring each loan application meets all requirements.

In benefits, it creates an error-proof path where each task must be followed in order, making it perfect for regulated tasks.

2.2 Checklist-Type Plan:

Provides flexibility, allowing tasks to be completed based on priority, not sequence.  Due to this, a retail manager can flexibly complete pre-launch tasks for a new product release, like setting up promotions or conducting inventory checks, handling tasks as the situation demands.

In benefit it empowers teams to adjust as needed without being locked into a specific order, useful for dynamic scenarios.

Why Use Business Process Checklist Plans?

Organized Workflow: The app brings structure, helping teams’ complete tasks without oversight.

Flexibility: By offering both Process and Checklist types, teams can choose the best approach for each situation.

Increased Efficiency: Teams spend less time figuring out next steps and more time achieving goals, leading to improved productivity and task accuracy.

Inogic’s Business Process Checklist app helps Dynamics 365 CRM users take charge of their processes, whether they need a rigid structure or a flexible checklist. With features like Dynamics 365 playbooks and the Dynamics CRM playbook, this task management solution simplifies complex processes, tracks progress, and ensures best practices—all within a single CRM solution.

To explore the app for your functional needs, visit our website or Microsoft AppSource and start a 15-day free trial. For a personalized demo or any questions about implementing this powerful task management solution in Dynamics 365 CRM, feel free to reach out at crm@inogic.com