Case Study: a Fortune 500 software company reduces checklist completion time with MAQ Software’s dynamic Dynamics 365 checklist

Complete Tasks Faster with a Custom Dynamic Checklist in Dynamics 365

MAQ Software partnered with a Fortune 500 software company to address a challenge in their marketing operations. The client generated significant revenue through product promotions but struggled with a manual and error-prone process. Their marketing managers had to manually search for procedure documents and track tasks in Excel, which led to a high risk of procedural non-compliance and inefficiency.

MAQ Software designed and implemented a custom, dynamic checklist solution within Microsoft Dynamics 365. This system automatically populates the correct checklist based on the promotion type, streamlining task tracking and preventing managers from bypassing steps until all are completed. The solution significantly reduced checklist completion time, ensured full procedural compliance, and allowed managers to launch promotions faster, thereby increasing product visibility and potential sales for the client.