Visualization makes it quicker and easier to understand any given data. The human brain captures visual information faster than text. In this fast paced business environment, managing workflows efficiently is crucial for success. Organizations are constantly looking for ways to streamline their processes and improve productivity. This is where Kanban Board comes into play. Kanban Board is an innovative tool that offers a visual representation of workflows, making it an ideal choice for managing tasks and projects in Dynamics 365 CRM & PowerApps.
Kanban Board is a productivity app that enables organized card-based view of PowerApps/Dynamics 365 CRM Entity records in home grid. It provides data clarity through systematic visual representation of PowerApps/Dynamics 365 CRM entity records.
With the ability to categorize the data into lanes it helps with a quick review of the records in a card-based view and easily identify the status of the records. A visual tool to move the records across lanes to quickly update the underlying field values. Apart from this it also allows for quick actions shortcuts to record activities against these without too many clicks.
The visual nature of Kanban Board allows users to easily see and communicate the status of the work. Mapping out the flow of work using Kanban Board provides visibility and insight into many aspects of ongoing work undertaken by the users. This in turn increases productivity of Dynamics 365 CRM & PowerApps users.
Now, lets have a look into some of the key features of Kanban Board productivity app.
Visualize any PowerApps/Dynamics 365 CRM View as lanes in a Kanban View on web, mobile or tablet client
Configure fields to define lanes into different categories
Compact Card Visualization
View records as compact cards with the ability to configure the data displayed in the cards
Ability to drag and drop the cards across lanes to quickly update the values of the underlying category field
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
It works in context of the native Dynamics 365 CRM environment and responds to all native ribbon actions available for traditional views
Support for search through native quick search available for views in PowerApps/Dynamics 365 CRM
Ability to sort the records in lanes. It also supports filtering of the data in the view by ‘CreatedOn’ date
Signup to get a 15 days’ free trial & explore the above listed Kanban Board features and more yourself:
Kanban Board is a game-changer for managing workflows in Dynamics 365 CRM & PowerApps. Its visual and intuitive interface enhances task management, collaboration, and productivity.
By implementing Kanban Board, organizations can streamline their project management processes, improve efficiency, and achieve better outcomes.
So, embrace this must-have app to stay ahead in the competitive business landscape. Signup and download Kanban Board from our website to enjoy a trial period of 15 days.