Managing multiple Business Process Flows (BPFs) in Dynamics 365 CRM can quickly become overwhelming. Teams often waste valuable time manually switching between processes – slowing down productivity and leading to inconsistent results. With the Pinned BPF feature on the Kanban Board, your most relevant process appears automatically. This not only reduces clicks but also ensures… Read More »
Did you know your CRM can instantly highlight which leads need attention first? Many sales and CRM users face everyday challenges like Tracking deal stages Managing multiple leads Keeping priorities straight. These hurdles make it hard to see the bigger picture, slow down follow-ups, minimize sales outcomes, and reduce productivity. The good news? Most of… Read More »
In the world of CRM, data visibility, navigation, and relationship mapping are critical for smooth operations. Yet many Dynamics 365 CRM admins still struggle with understanding how records are connected – especially in complex scenarios involving accounts, contacts, opportunities, cases, and custom entities. Are you dealing with: Difficulty visualizing relationships between records Manual effort to… Read More »
“Which stage is causing the biggest backup?” “Where is my team spending most of their time?” “Why does this lane keep getting longer and longer?” If you’ve ever tried to answer these questions by looking at a cluttered CRM screen, you know how frustrating it can be. Managing tasks without a clear view is like… Read More »
Still Using CRM Like It’s 2010? Let’s Talk Visuals. According to a data report, many CRM users feel overwhelmed by cluttered data and complicated navigation. That’s a lot of missed opportunities — and miscommunication. Scrolling through endless records and tabs isn’t helping anyone close deals faster. So, what if your CRM showed you exactly what… Read More »
Let’s face it — business processes rarely fit in neat, one-table boxes. A sale might start as a Lead, evolve into an Opportunity, move to a Quote, and finish as an Order. An employee might begin as a Candidate, become a New Hire, and progress through Onboarding. A customer issue might flow from Support Ticket… Read More »
What If You Could Manage Your Work in a Way That’s Simple, Agile, and 100% Focused on What Matters Most? Take a second to think about your current CRM workflow. How often do you find yourself scrolling through endless records and data, trying to track your sales leads, projects, or customer interactions? Frustrating, right? Now,… Read More »
The New Year is the perfect time to set fresh goals. For sales teams, a top priority should be optimizing workflows and achieving clear visibility into the sales pipeline—because disorganization hinders success. Good news! Data Visualization Tools like Kanban Board and Map My Relationships for Microsoft Dynamics 365 CRM are here to help you streamline… Read More »
Imagine a workspace where complex workflows are transformed into a visually intuitive, easily manageable process. Kanban Board by Inogic offers just that, providing a dynamic way to visualize and manage your Dynamics 365 and Dataverse data. By converting your data into a clear, card-based view, Kanban Boards bring unprecedented clarity and control to your CRM… Read More »
In the realm of task management and customer relationship management (CRM), the Kanban method has gained immense popularity for its visual and efficient approach. Microsoft Dynamics 365 CRM natively available Kanban view is a feature that allows you to see and manage your records in a card-based layout. You can use the Kanban view for… Read More »