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Understanding Checklists

Enhance the usefulness of Dynamics 365 records with multi-function D365 Checklists. Make life simple again with this easy yet powerful add-on.

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Key Features

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  • Add Checklists to Dynamics 365 records (System or Custom entities)
  • Checklists behave like normal Dynamics 365 form elements. Edits make the form “dirty” immediately, using Save, Save & Close or Mark Complete commits changes.

 

  • Statuses for each Checklist Item are:
    • Blank (not started)

    • Tick (completed)

    • Cross (not done)

    • Partial (in progress)

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  • Edit existing items or  Reset already completed items to start fresh
  • Sort items with a simple drag-n-drop
  • Delete existing items

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  • The User’s name and date/time is recorded when an item is modified

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  • List progress is displayed, and when completed are visually represented

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  • Using Checklists
  • Add Checklists to Entity Forms
  • Configuring the Outlook Client

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