Our products
D365 Checklists
Multi-function checklists and to-do lists on any Dynamics 365 record. Make life simple again, and encourage user adoption with a healthy dose of business process built right into your forms.
Features
Structure that people actually use
Everything lives on the record form, so checklists feel native to Dynamics 365, not bolted on.
More than just a tick
Every item tells the whole story at a glance, not just done or not done.
- Tick: completed and done
- Cross: completed, not done / not applicable
- Partial: not completed, in progress
- Blank: not started yet
Manage your list items effortlessly
Simple hover controls keep lists tidy without ever leaving the record.
- Edit item text in place
- Drag to resort, delete and reset items
- Checklist data lives on the form and saves with form events
- Automatically tracks who changed what, and when
Templates & admin control
Your best process becomes everyone’s process, enforced where it matters.
- Grab a pre-defined list or deliver it via workflow
- Deploy templates on the fly
- Lock and enforce items so compliance steps stay exactly as designed
- Custom workflow step for full automation
Screenshots
See it in action
Pricing
One edition, one simple price. Licensed per Dynamics 365 instance.
Checklists
- Checklists on any entity form
- Drag-and-drop sorting
- Templates, lockable / enforced items
- Workflow automation
- Sections, grouping and colours
- Self-help centre access
The fine print
Licensing, made simple
- Licensed per Dynamics 365 instance - Production, Sandbox, Dev and UAT each need their own licence.
- Additional instances on the same tenant attract a 50% discount.
- One-time payment: includes the latest version and self-help centre access, with no ongoing commitment.
- Supports Dynamics 365 Online.
- Payment by EFT or credit card (Stripe internationally). GST applies to Australian entities only.
Full licensing terms are set out in our Licence Agreement.
Ready to bring structure to your forms?
See D365 Checklists on Microsoft AppSource, or talk to us about which edition fits.
Get in touch
Questions about D365 Checklists?
Tell us about your Dynamics 365 setup and what you'd like to achieve, and we'll be in touch.