Tag Archives: kanban View

Why use Kanban Board for Multi-Entity Business Process Flows in Dynamics 365!

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: Why use Kanban Board for Multi-Entity Business Process Flows in… »

Sort Dynamics 365 CRM records at global level within Kanban View for easy analysis – Explore new Global Sorting feature within Kanban Board

‘Kanban’ and ‘Kaizen’ are two Japanese terms that all of us are familiar with. One stands for ‘visual board’ and the other stands for ‘continuous improvement’.  Taking a leaf out of one of world’s leading automobile brand’s book, we introduced a smart visualization app for our Dynamics 365 CRM friends called Kanban Board which is… Read More: Sort Dynamics 365 CRM records at global level within Kanban… »