https://store-images.s-microsoft.com/image/apps.37811.c851a27c-c656-4fe5-b31e-de9069e679a3.01e4bd11-fadd-4e33-904d-94220e1b8f42.168fab37-d1ad-4444-85d3-790b8456996f

Kanban view of records with the ability to quickly update or add activities against the records.

Kanban Board is a productivity app to visualize your Dynamics 365 and PowerApps data in a Kanban View. Records are categorized and systematically arranged in compact movable cards in multiple lanes for quick review and easy analysis. Further, it helps to update the underlying field values of records through easy drag & drop capability and perform quick actions to record activities like Email, Task or Phone Call in just one click. It is a control that can be configured for any View in Dynamics 365 CRM and CDS environment.

Kanban Board is available for Dynamics CRM v9.1 onwards, Power Apps & CDS. It supports Dynamics 365 Online.


Features

  • Visualize Views: Visualize any Dynamics 365 CRM View as lanes in a Kanban View with the ability to configure the fields for defining the categories
  • Drag & Drop: Ability to drag and drop the cards across lanes to quickly update the values of the underlying category field
  • Quick Actions: Cards can be configured to support up to 3 quick activity actions, using which activity records like Email, Phone Call, Task, etc. can be created
  • Context aware: It works in context of the native Dynamics 365 CRM environment & responds to all native ribbon actions as well as the quick search available for traditional views.
  • Search: Support for search through native quick search available for views in Dynamics 365 CRM
  • Sort & Filter Lane: Records in the lanes can be sorted. It also supports filtering of the data in the view by ‘CreatedOn’ date
  • Configuration: Control can be configured for Unified, Mobile and Tablet experience

At a glance
https://store-images.s-microsoft.com/image/apps.22032.c851a27c-c656-4fe5-b31e-de9069e679a3.fbc29d0f-48e3-4110-84c2-835186e2e3ea.3bff75e7-8fd6-4487-b7ba-3b814b96c480
/images/videoOverlay.png
https://store-images.s-microsoft.com/image/apps.64497.c851a27c-c656-4fe5-b31e-de9069e679a3.01e4bd11-fadd-4e33-904d-94220e1b8f42.48cc69b1-afd4-4e7c-be4d-2078cff20ec6
https://store-images.s-microsoft.com/image/apps.25007.c851a27c-c656-4fe5-b31e-de9069e679a3.01e4bd11-fadd-4e33-904d-94220e1b8f42.13ddcae6-4840-4288-9cce-d323f494253f
https://store-images.s-microsoft.com/image/apps.56843.c851a27c-c656-4fe5-b31e-de9069e679a3.01e4bd11-fadd-4e33-904d-94220e1b8f42.fb3c8518-d59c-433c-9216-e5d688769545
https://store-images.s-microsoft.com/image/apps.61888.c851a27c-c656-4fe5-b31e-de9069e679a3.01e4bd11-fadd-4e33-904d-94220e1b8f42.a38724bd-622d-4a00-b2c2-365be864d7b7
https://store-images.s-microsoft.com/image/apps.25261.c851a27c-c656-4fe5-b31e-de9069e679a3.caf09143-91b0-45ff-937c-19e2e975d027.238dae30-62e8-4886-a86d-ce80fe1d2740