Why Kanban Board is the next must have app for your Dynamics 365 CRM & PowerApps?

By | January 30, 2020

kanban-board

Visualization makes it quicker and easier to understand any given data. The human brain captures visual information faster than text. In this fast paced world, where decisions needs to be made quickly, it becomes necessary to minimize the time spent on reading reports or sitting in meetings for status updates. With visual representation, information can be quickly grasped and communicated.

For this very purpose, Inogic developed Kanban Board for PowerApps & Dynamics 365 CRM users to help them to visualize data in a Kanban View.

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.

Visualization of Views

Visualize any PowerApps/Dynamics 365 CRM View as lanes in a Kanban View on web, mobile or tablet client

Easy Configuration

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

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 and responds to all native ribbon actions available for traditional views

Search

Support for search through native quick search available for views in PowerApps/Dynamics 365 CRM

Sort & Filter Lists

Ability to sort the records in lanes. It also supports filtering of the data in the view by ‘CreatedOn’ date

Thus, with these features Kanban boards provides at-a-glance visibility of the status of the work, helps to communicate information easily and improves efficiency of Dynamics 365 CRM & PowerApps users.

Download and explore Kanban Board from our website for a trial period of 15 days.

Feel free to mail us at crm@inogic.com for a quick personal demo, feedback or suggestions.

2 thoughts on “Why Kanban Board is the next must have app for your Dynamics 365 CRM & PowerApps?

  1. Barry

    I am happy that as an administrator it is possible to switch it on and off, but I think what I would like to see is a read-only Kanban board. The reason for this is tasks and opportunities in a lot of projects have complicated processes and enabling this circumvent all the business logic built in Business Process Flow, JavaScript, and Plugins.

    Reply
    1. Inogic Post author

      Thanks for the feedback. The ability to create activities is configurable, you could choose to disable creation of activities.

      As for the ability to move the opportunities across lanes, these are updated using standard sdk procedures and any server side validations that you have in place through workflows or plugins will be honored. Scripts being client side and specific to entity forms will not be applicable.

      One of key requirements we have often seen is the need to quickly move records to the next level it could mean simply updating the priority of the record from cold to warm and therefore the ability to update through easy drag and drop.

      We have however taken this feedback and recorded it in our systems and will consider it in future.

      Reply

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