Manage controlled procedures, workforce readiness, approvals, training, and operational changes directly within Microsoft Dynamics 365.

Integrated SOP Management (iSM)

Built for Microsoft Dynamics 365

Manage controlled procedures, workforce readiness, and operational changes directly within Microsoft Dynamics 365.

• Controlled procedures
• Audit-ready documentation
• ERP-native workflows

Built for organizations standardizing how work gets done.

• Regulated Manufacturers
• Quality & Compliance Teams
• Multi-Site Operations
• Operations Teams
• Process & SOP Owners
• Dynamics 365 Environments

Great operations start with consistent execution.

Keep approved procedures, training, and operational standards connected from authoring through everyday execution.

Standardize Work

Create repeatable, approved procedures every team can follow.

Manage Change

Roll out controlled updates while keeping teams aligned with the latest approved procedures.

Train Every Employee

Keep employees trained and current as procedures and requirements change.

Govern Documentation

Control approvals, revisions, ownership, and document lifecycles from one system.

Demonstrate Compliance

Maintain complete records of procedures, approvals, training, revisions, and acknowledgements.

Improve Consistency

Reduce variation across sites, shifts, teams, and operational processes.

Why Manufacturers Choose XcelPros

We combine manufacturing expertise, Microsoft Dynamics 365 experience, and purpose-built solutions to help organizations standardize work, control operational change, and maintain consistent execution.

• Manufacturing & Industry Expertise
• Microsoft Dynamics 365 Expertise
• Purpose-Built for SOP & Process Control
• Proven Delivery Approach
• Connected Product Ecosystem
• Talk to an iSM Expert

Keep work consistent. Keep every team aligned.

When procedures, training, and operational changes stay connected, teams spend less time resolving inconsistencies and more time executing work the right way.

• Work from the Right Procedure
• Keep Employees Ready
• Roll Out Change with Control
• Be Audit-Ready Every Day
• Standardize Across Operations
• See What Changed — and Who Acknowledged It

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FAQ

What is Integrated SOP Management (iSM)?

iSM helps organizations manage controlled procedures, training, acknowledgements, approvals, and operational changes directly within Microsoft Dynamics 365.

How does iSM work with Microsoft Dynamics 365?

iSM extends the Dynamics 365 environment with SOP and process-control capabilities, keeping procedures and related operational workflows connected with the ERP processes teams already use.

How does iSM help control SOPs and procedures?

Teams can manage procedure creation, review, approval, version history, ownership, and release through structured workflows and maintain a clear record throughout the document lifecycle.

Can iSM help manage employee training and acknowledgements?

Yes. iSM can connect procedure changes with training, read confirmations, role assignments, and acknowledgements so organizations can track whether employees are current on applicable procedures.

How does iSM support change control?

iSM provides structured review, approval, version control, electronic signatures, and change history to help organizations introduce operational changes in a controlled way.

How does iSM support audit readiness?

iSM maintains records of procedures, revisions, approvals, training, acknowledgements, and changes, giving teams a traceable history without relying on disconnected documents and spreadsheets.

Can iSM support procedures across multiple sites?

Yes. Organizations can use iSM to standardize controlled procedures while maintaining visibility across teams, departments, shifts, and operating locations.

How does iSM work with other XcelPros products?

iSM can work alongside iPM for production management, iQM for quality management, iBR for electronic batch records and execution, and iCM for chemical compliance—connecting controlled procedures with the broader operational processes they govern.

Explore insights on SOP management, operational governance, workforce readiness, change control, compliance, and connected manufacturing.