DYNAMICS 365 ADD-ON

D365 CHECKLISTS

Multi-function to-do lists on any Dynamics 365 record. Make life simple again, and encourage user-adoption with a healthy dose of business process thrown in!
Image module

Powerful and flexible

Whether you are recording a quick to-do list, or building templated business processes and workflow automation, Checklists covers it all.

  • Checklists are a collection of to-do items or steps in a process
  • Users can manage checklist items on the fly, or use templated lists
  • Create beautiful Checklists on any Dynamics 365 entity form
  • Checklist data is held on the record’s form so adhere’s to form Save events
  • The User’s name and date/time is recorded when an item is modified
Image module
TEST DRIVE NOW
Show explanation video
2 min
Image module

01.

More than just a Tick

By ticking the item you can cycle through the following values:

  • Tick = Item Completed
  • Cross = Item is Not Applicable or Cannot be Completed
  • Partial = Item is In-Progress
  • Blank = Item is Uncompleted or Not Started

02.

Manage your List Items

Hovering over an item you can interact with it:

  • Edit = Edit the item text
  • Sort = Drag’n’Drop to re-sort the items
  • Delete = Remove the item
  • Reset = Items previously Completed can be reset back to Not Started
Image module
Image module

03.

Templates & Admin Control

Powerful features to assist businesses in asserting compliance & consistency:

  • Setup pre-configured Checklist Templates to set repeatable steps
  • Items can be Locked/Enforced to disallow end-user Edit/Sort/Delete
  • Users can call up Templates on-the-fly
  • Custom Workflow Step included to allow automation via CRM Workflows

Pricing

We license our add-ons as simply as possible; on a per-instance basis. This means no complicated per-user pricing with fluctuating costs.

Your organization’s Dynamics 365 instance has a unique OrgID / Name that will holds the license. This means a license is required for each instance (Production, Sandbox, Development or Testing etc).

Get in touch for regional pricing or more complex requirements.

Verified Microsoft Dynamics 365 Partners are eligible for our partner program pricing to assist you in deploying in your own customer projects.

TEST DRIVE Now
Checklists LITE
Pay Once, It's Yours
USD$199 / per instance
  • -
  • -
  • -
  • Checklist Templates
  • 1 x Instance
  • Latest Version (Lite)
  • Self-Help Center Access
  • No Ongoing Commitment
  • Billed Once Upfront
  • EFT, Credit Card
CONTACT US
Most Popular
Checklists
Pay Once, It's Yours
USD$999 / per instance
  • Workflow Automation
  • Sections / Grouping
  • Configure Colors
  • Checklist Templates
  • 1 x Instance
  • Latest Version (Pro)
  • Self-Help Center Access
  • No Ongoing Commitment
  • Billed Once Upfront
  • EFT, Credit Card
CONTACT US
The not-so fine print
Per Instance means one license is required for each Production or Sandbox (DEV, UAT, TEST) instance that you wish to install to. Most will only require one license for Production. Additional Instances on the same Organization/Tenant are eligible for a 50% discount.
Supported Versions include:

Online & On-Premise
– Dynamics 365 (v8.2)
– Dynamics 365 (v9.1)

“Pay Once, It’s Yours” includes latest version only at time of purchase, any future releases must be purchased separately.
International credit card processing via Stripe in some local currencies (contact us for more info). For Australian residents or companies operating within Australia GST will be added. Non-Australian residents or companies operating outside of Australia no GST / Sales Tax will be incurred.

Enquire about D365 Checklists

*

*

logo