Kanban Board for Dynamics 365 CRM

Kanban Board for Dynamics 365 CRM transforms standard entity views into fully interactive Kanban boards with customizable lanes, rows, and drag-and-drop cards, helping teams improve pipeline visibility and manage work more efficiently.

Move records between stages, update status, reassign ownership, and move them through Business Process Flows without opening individual records. With configurable layouts, advanced filtering, row grouping, color coding, and support for large datasets, it goes beyond the native Dynamics 365 Kanban view.

Built for sales, customer service, project management, and operations teams, Kanban Board provides a visual way to manage opportunity pipelines, case queues, project tasks, and other CRM records - all within the familiar Dynamics 365 interface.

Configure Kanban Board for any standard or custom entity in Dynamics 365 CRM and 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 Dynamics 365 Kanban provides a basic Kanban view of your records, but many teams need more flexibility to manage their day-to-day work. Kanban Board by Inogic adds configurable lanes and rows, drag-and-drop updates, Business Process Flow support, quick record actions, and real-time CRM updates all without leaving Dynamics 365.

Instead of jumping between records and list views, your team can see what's in progress, move records through each stage, and keep work moving from a single visual workspace.

Key Features of Kanban Board for Dynamics 365 CRM

• Works with Standard and Custom Entities: Use Kanban with out-of-the-box and custom entities in Dynamics 365 CRM and model-driven apps.
• Configurable Lanes and Rows: Organize records the way your team works by status, stage, owner, priority, or any custom field to match your workflow.
• Drag-and-Drop Record Updates: Move records between stages and perform quick actions directly from the Kanban Board.
• Business Process Flow (BPF) Support: Manage records across single or multi-entity Business Process Flows.
• Swim Lanes & Row Grouping: Group records by owner, priority, territory, department, or any supported field for a more organized board.
• Advanced Filtering & Context Actions: Search, sort, filter, access ribbon commands, and trigger custom events.

Recommended Companion App for Visualization:

Map My Relationships lets you 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!