SOP management Dynamics 365: Controlled procedures, linked to the work they govern.
Manage standard operating procedures from draft to confirmation, with approvals, SOP versioning, controlled documents, print journals and a full log, inside Microsoft Dynamics 365.
- SOP approval workflow
- Controlled print journals
- Linked to deviations and batches
- Runs on
- Dynamics 365 Finance and Supply Chain Management
- Built for
- Pharmaceutical, Chemical, Food & Beverage, Manufacturing, Distribution
- Key records
- SOP approval workflow · Controlled print journals · Linked to deviations and batches
Is this you?
An SOP changes and nobody can say who is trained on it.
Procedures live in shared drives.
Audits ask for SOP history you have to assemble.
Controlled procedures, linked to the work they govern.
From event to evidence
- 01SOP lifecycle
Every SOP moves through submitted, approved or rejected, active and confirmed, with workflow, a dedicated workspace and a full SOP log.
- 02Controlled printing
SOP journals produce controlled print copies of each procedure.
- 03Linked to the work
Deviations and batch records reference the SOP in use, and a new SOP can be started straight from a batch record.
- 04Training and readiness
Assign training when a procedure changes, so the right people are ready before it takes effect.
iSM inside Dynamics 365
6 screens your team would actually use.
Standard Dynamics 365 layout, with iSM adding the records, workflow and sign-off.
Version 4 against version 5, with the reason for change and the training it triggers
Illustrative screens with demo data · Standard Dynamics 365 layout
QUALITY PERFORMANCE
What to measure.
Illustrative improvement targets. Actual results will vary
Questions, answered
Questions about iSM.
Real questions from buying committees, answered plainly.
Will this work with the Dynamics 365 we already run?
Yes. Our products are built for Dynamics 365 Finance and Supply Chain Management, so quality, batch and SOP records sit next to finance, production and inventory. iQM is also available for Dynamics 365 Business Central.
How do you handle validation?
Validation plans, scripts and evidence are part of every regulated engagement, assembled as we build, not after.
Who supports us after go-live?
The same team. Application management, release testing and continuous improvement.
What is rapid implementation?
A fixed scope, team and timeline, with processes preconfigured for your industry and XcelPros products included where they fit.
Do we have to license all five products?
No. Each product is licensed separately. Most teams start with one and add more.
Is this only for pharma?
No. We work with pharmaceutical, chemical, food & beverage, manufacturing and distribution companies.
Are you a Microsoft partner?
Yes. XcelPros is a Microsoft Dynamics 365 partner, and our products run inside Dynamics 365.
Can we run iQM on Business Central?
Yes. iQM is available for Dynamics 365 Business Central as well as Finance and Supply Chain Management. Ask us which fits your size and requirements.
Can iSM link training to job roles?
Yes. Training follows the role, so a new SOP version reaches the people who need it.
Do we keep our existing SOPs?
Yes. Existing procedures are brought in, with their history where available.
How do SOPs connect to deviations?
Each deviation records the SOP involved, so you can see which procedures cause repeat issues.
Get started
Tell us what you need.
Dynamics 365 consulting, full or Rapid implementation, and support from one team.