Kanban View for Dynamics 365 CRM Data - Kanban Board

Kanban Board for Dynamics 365 CRM enables users to visualize CRM data in an intuitive Kanban View in Dynamics 365, improving productivity, efficiency, and visibility. View records as compact, movable Kanban cards in Dynamics 365 CRM that are categorized and systematically arranged in multiple swim lanes and rows for quick review and easy analysis. Update the field values of records through easy drag and drop functionality and perform quick actions to record activities like Email, Task, or Phone Calls in just one click. Configure for any entity (OOB/Custom) view.

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Kanban Board is available for Dynamics CRM v9.1 onwards, Dataverse (PowerApps). It supports Dynamics 365 Online.

To learn more about Kanban Board, visit our website, online docs or video library. Contact us at crm@inogic.com for a complete demo from our technology experts.

Features

• Kanban View in Dynamics 365: Visualize any Microsoft Dynamics 365 CRM View in Kanban View as lanes and rows along with the ability to define categories.
• Business Process Flow: Organize records in line with your Business Process Flows. Pin Business Process Flows for Global or Personal use.
• Aggregate Field Values: View aggregate field values of records on lane and row headers.
• Drag and Drop: Easy drag and drop of Kanban cards in Dynamics 365 CRM across lanes and rows to quickly update the values of underlying category fields.
• Quick Actions: Cards can be configured to support up to 3 quick actions at an activity level. Quick Actions allow you to create activity records like Email, Phone Call, Task, etc.
• Context aware: Kanban Board works in the context of native Microsoft Dynamics 365 CRM environment & responds to all native ribbon actions, including quick searches, that are available for conventional views.
• Sort and Filter Lane: Sort and filter your Dynamics 365 CRM Kanban lanes as per your business needs (date created, updated, etc).
• Global Sorting: Sort records at the global level in ascending and descending order based on the field selected.
• Device Compatibility: Access Kanban View on Dynamics 365 CRM via Web, Mobile, or Tablet for a unified experience.

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• Easy analysis of data by presenting Dynamics 365 CRM records in Kanban View
• Unified experience across Web, Mobile, and Tablet
• Better productivity and efficiency with visualization of CRM views

Recommended Companion App for Visualization:
Map My Relationships: Get Mind Map view of Microsoft Dynamics 365 CRM/Dataverse (Power Apps) data on a form. Visualize relationships between entities or related records, manage connections and get 360 degrees of information in a single view with Easy Configuration across Devices.

Explore Inogic’s extensive collection of over 15+ apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial, storage and document management, user adoption, SaaS management, productivity, visualization, and integration. Take advantage of a free trial today and discover how our apps can elevate your Dynamics 365 CRM usage!