Kanban View for Dynamics 365 CRM Data - Kanban Board

Kanban Board for Dynamics 365 CRM lets users visualize CRM data in an intuitive Kanban View in Dynamics 365, enhancing productivity, efficiency, and visibility. View records as compact, movable Kanban cards in CRM that are categorized and systematically arranged in multiple swim lanes and rows for quick review and easy analysis. Update field values with simple drag and drop actions, and record activities like Email, Task, or Phone Calls in a single click.

It offers a highly configurable and customizable experience with extensive options such as card layouts, color coding, custom fields, row grouping, sorting, and filtering while maintaining optimized performance even with large record sets.

Kanban Board can be configured for any out-of-the-box or custom entity view and works seamlessly across devices. 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.comfor 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 based on your Business Process Flows. Supports displaying multi-entity BPFs, allowing users to apply a BPF created for one entity across multiple entities.
• 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: Configure cards to support up to 3 quick actions for creating activities like emails, phone calls, or tasks.
• Sort and Filter Lane: Use context-aware Kanban to access ribbon actions, perform quick searches, and sort/filter lanes by fields.
• Card Colour: Color-code Kanban cards to indicate task priority levels.
• Advanced View Customization: Filter lanes and rows, and adjust card width to create a focused, clutter-free Kanban view.
• Swim Lanes: Keep consistent row heights across your board for a cleaner layout. Collapsing or expanding a row applies to the entire group, making navigation easier.

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