Kanban for Dynamics 365 CRM Records View & Pipeline Management – Kanban Board

Kanban Board for Dynamics 365 CRM transforms standard entity views into fully interactive Kanban boards with customizable lanes, rows, and movable cards, helping teams reduce task management time by up to 35% and improve pipeline visibility across the entire organization.

Drag and drop records to update status, move through Business Process Flows, or reassign ownership, without opening forms. Designed for performance and flexibility, Kanban Board goes beyond the native view with advanced filtering, row grouping, aggregates, color coding, and smooth handling of large datasets.

Sales teams use it to manage opportunity pipelines, service teams track case queues, and project managers organize task boards, all within the same familiar CRM interface.

Configure it for any out-of-the-box or custom entity in model-driven apps and access it seamlessly across desktop, tablet, and mobile.

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

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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.

Why Kanban Board by Inogic?

Native Kanban in Dynamics 365 provides basic visualization. Kanban Board by Inogic enhances that experience with deeper configurability, real-time interaction, performance optimization, and action-oriented execution.

Built for growing teams and enterprise environments, it enables faster pipeline movement, clearer workflow visibility, and improved productivity inside CRM.

One professional customer reported a 40% improvement in team visibility across active projects after switching to Kanban Board, with sales reps saving over 2 hours per week previously spent navigating list views and opening individual records.

• Apply Kanban view to any entity (OOB or custom)
• Create dynamic lanes and swim lanes
• Drag and drop to update records instantly
• Support multi-entity Business Process Flows
• Use inline quick actions (Email, Call, Task)
• Handle large datasets with optimized performance

Key Features of Kanban Board for Dynamics 365 CRM

• Works with Any Entity: Apply Kanban to out-of-the-box or custom entities within model-driven apps. Configure lanes and rows dynamically to match your business process.
• Fully Customizable Lanes: Create lanes based on status, stage, priority, owner, or custom fields. Sort by card count, apply filters, and display aggregates for instant pipeline visibility.
• Interactive Drag-and-Drop Cards: Move records across stages instantly. Use inline quick actions (Email, Phone Call, Task), apply color coding, and customize card layouts for faster execution.
• Business Process Flow (BPF) Integration: Organize records according to Business Process Flows, including multi-entity BPF support with global and personal pinning.
• Swim Lanes & Row Grouping: Structure large boards with expandable swim lanes and grouped rows for improved clarity and navigation.
• Advanced Filtering & Context Actions: Search, sort, filter, access ribbon commands, and trigger custom events, all directly from the Kanban board.
• Enterprise-Grade Performance: Built for high-volume environments with lazy loading, smooth scrolling, and optimized rendering for large datasets.

Recommended Companion App for Visualization:

Map My Relationships enables you to visualize Dynamics 365 CRM or Dataverse data in interactive Mind Map, Tree, and Hierarchical views directly within any form. Explore record relationships, manage connections, and access complete record details in a single consolidated view - all with easy configuration and seamless cross-device support.

About Inogic

Inogic develops Microsoft-certified apps designed to extend and enhance Dynamics 365 CRM and Dataverse capabilities, with 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, omnichannel, AI-Enabled Dynamics 365 Apps, user adoption, SaaS management, productivity, visualization, and integration. Take advantage of a free trial today and discover how our apps can transform your CRM experience!