Dynamics 365
Power Platform
Dynamics
Cloud & Productivity
Checklists
Standardize recurring processes with confidence
Do recurring tasks like month-end or year-end close rely too heavily on spreadsheets? Manual tracking makes it easy to miss steps, lose accountability, and fall out of compliance. The checklists app brings structure to recurring processes in Microsoft Dynamics 365 Business Central by allowing teams to build, save, and reuse standardized checklists. Automatically generate task lists for staff, ensure consistency across cycles, and keep critical processes on track—without adding complexity to your workflows.
Free 30 day trial
$20
per month/per tenant
Supported Editions
Dynamics 365 Business Central
Essential & Premium
Supported Countries
Available globally
Complimentary sandbox
Onboarding assistance
Complimentary upgrades
Online training & support
About
Are recurring tasks handled differently every cycle?
Checklists ensures recurring processes follow the same steps every time. By standardizing task lists, teams reduce variability, prevent missed activities, and create predictable workflows that are easier to manage and audit.
Is it unclear who owns each step of a recurring process?
Automatically generated task lists assign clear responsibility to staff members. Teams know exactly what needs to be done and when, improving accountability while reducing follow-ups and last-minute scrambling.
Concerned about missed steps or audit gaps?
Checklists helps enforce standard workflows by ensuring required tasks are completed consistently. With clear task tracking and repeatable processes, teams can demonstrate compliance and maintain stronger internal controls with less effort.
Features
Features
Checklists is a workflow support app for Microsoft Dynamics 365 Business Central that helps teams manage recurring tasks clearly and consistently. By using reusable checklists for recurring processes, the app ensures nothing is missed while simplifying oversight and accountability.
- Build and save recurring checklists for repeatable processes
- Automatically generate task lists for staff based on schedules
- Support month-end, year-end, and other recurring workflows
- Standardize task execution across teams and departments
- Improve visibility into task completion and status
- Reduce reliance on spreadsheets, emails, and manual reminders
- Help ensure compliance through consistent process execution
Screenshots
Screenshots
Supported Languages
Supported Languages
English
Where recurring processes break down
%
of teams still rely on spreadsheets, emails, or manual reminders to track recurring tasks
%
of month-end and year-end delays are caused by missed, incomplete, or poorly documented process processes
%
of recurring tasks are performed inconsistently across teams
Why purchase an app from Rand Group?
Specialists in Business Central workflows
Rand Group apps are developed by a team with deep experience in Dynamics 365 Business Central operations. We understand how recurring processes break down in real environments and design solutions that bring structure without slowing teams down.
Designed for repeatable, real-world processes
Our apps focus on usability and clarity, helping teams replace informal task tracking with standardized, repeatable workflows that are easy to adopt and maintain over time.
Fast setup with ongoing support
Minimal configuration, clear onboarding guidance, practical documentation, and responsive support help teams get value quickly. Complimentary updates keep the app aligned with Business Central releases.
Built for the Microsoft ecosystem
Apps works natively within Microsoft Dynamics 365 Business Central and aligns seamlessly with the broader Microsoft platform, supporting clean data, reliable processes, and consistent user experiences across the organization.