{"id":26640,"date":"2021-01-30T11:19:07","date_gmt":"2021-01-30T11:19:07","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=26640"},"modified":"2021-04-07T10:35:43","modified_gmt":"2021-04-07T10:35:43","slug":"analyze-dynamics-365-crm-power-apps-data-with-ease-using-kanban-board","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2021\/01\/analyze-dynamics-365-crm-power-apps-data-with-ease-using-kanban-board\/","title":{"rendered":"Analyze Dynamics 365 CRM\/Power Apps Data with Ease Using Kanban Board!"},"content":{"rendered":"<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/Analyze-Dynamics-365-CRM-data.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26642 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/Analyze-Dynamics-365-CRM-data.jpg\" alt=\"Analyze Dynamics 365 CRM data\" width=\"700\" height=\"400\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/Analyze-Dynamics-365-CRM-data.jpg 700w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/Analyze-Dynamics-365-CRM-data-300x171.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/Analyze-Dynamics-365-CRM-data-660x377.jpg 660w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Let\u2019s face it \u2013 Visualization is the best way to interpret data easily. Even for experts, data needs to be displayed in a suitable form for analysis, to draw out comparisons and trends. With the huge amount of data in Dynamics 365 CRM\/Power Apps, you may find it difficult to draw out conclusions from the given data.<\/p>\n<p style=\"text-align: justify;\">But what if you can visualize your Dynamics 365 CRM data? What if you can replace the old grid view with a more effective Kanban view?<\/p>\n<p style=\"text-align: justify;\">Don\u2019t you think this will help you to analyze data more easily?<br \/>\n<strong>Kanban Board<\/strong> \u2013 <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.kanban-board-dynamics-365-crm\" target=\"_blank\" rel=\"noopener noreferrer\">a Preferred App on Microsoft AppSource<\/a> \u2013 is just what you need.<\/p>\n<p style=\"text-align: justify;\">Kanban Board is a productivity app that helps you to get a <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/kanban-board-dynamics-365-crm\" target=\"_blank\" rel=\"noopener noreferrer\">Kanban View of Dynamics 365 CRM<\/a>\/Power Apps data. All the records are categorized and systematically arranged in compact movable cards in multiple lanes and rows for quick review and easy analysis. And this is how it will look once you configure the Kanban control for OOB or Custom entities. Here, it is configured for Case entity.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/1-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26646 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/1-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg\" alt=\"Analyze Dynamics 365 CRM\/Power Apps data \" width=\"899\" height=\"532\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/1-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg 899w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/1-Analyze-Dynamics-365-CRM-or-Power-Apps-data-300x178.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/1-Analyze-Dynamics-365-CRM-or-Power-Apps-data-768x454.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/1-Analyze-Dynamics-365-CRM-or-Power-Apps-data-660x391.jpeg 660w\" sizes=\"(max-width: 899px) 100vw, 899px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Apart from the entity, you can configure Kanban control for a specific view in Dynamics 365 CRM\/Power Apps. Here, it is configured for the \u2018All Accounts\u2019 view.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/2-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26647 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/2-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg\" alt=\"Analyze Dynamics 365 CRM\/Power Apps data \" width=\"1361\" height=\"631\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/2-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg 1361w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/2-Analyze-Dynamics-365-CRM-or-Power-Apps-data-300x139.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/2-Analyze-Dynamics-365-CRM-or-Power-Apps-data-768x356.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/2-Analyze-Dynamics-365-CRM-or-Power-Apps-data-1024x475.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/2-Analyze-Dynamics-365-CRM-or-Power-Apps-data-660x306.jpeg 660w\" sizes=\"(max-width: 1361px) 100vw, 1361px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">That\u2019s not all! You can also configure Kanban control for Subgrid. Here, it is configured for cases in Account entity.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/3-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26648 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/3-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg\" alt=\"Analyze Dynamics 365 CRM\/Power Apps data \" width=\"1858\" height=\"904\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/3-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg 1858w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/3-Analyze-Dynamics-365-CRM-or-Power-Apps-data-300x146.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/3-Analyze-Dynamics-365-CRM-or-Power-Apps-data-768x374.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/3-Analyze-Dynamics-365-CRM-or-Power-Apps-data-1024x498.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/3-Analyze-Dynamics-365-CRM-or-Power-Apps-data-660x321.jpeg 660w\" sizes=\"(max-width: 1858px) 100vw, 1858px\" \/><\/a><\/p>\n<p>And this just the tip of the iceberg.<\/p>\n<p style=\"text-align: justify;\">With Kanban Board, you will be able to organize and categorize the records of an entity as per the Business Process Flow stages of that entity. This will give you a clear picture of the progression of various tasks at your end. You can effectively make quick decisions and take action based on this analysis. You can also pin the Business Process Flow for personal or global use.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/4-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26649 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/4-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg\" alt=\"Analyze Dynamics 365 CRM\/Power Apps data \" width=\"1885\" height=\"715\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/4-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg 1885w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/4-Analyze-Dynamics-365-CRM-or-Power-Apps-data-300x114.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/4-Analyze-Dynamics-365-CRM-or-Power-Apps-data-768x291.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/4-Analyze-Dynamics-365-CRM-or-Power-Apps-data-1024x388.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/4-Analyze-Dynamics-365-CRM-or-Power-Apps-data-660x250.jpeg 660w\" sizes=\"(max-width: 1885px) 100vw, 1885px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Once the Kanban View is configured for Entities, View or Subgrid, you can easily drag and drop the cards from one lane to another and quickly update the underlying field values.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/5-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26650 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/5-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg\" alt=\"Analyze Dynamics 365 CRM\/Power Apps data \" width=\"1358\" height=\"619\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/5-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg 1358w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/5-Analyze-Dynamics-365-CRM-or-Power-Apps-data-300x137.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/5-Analyze-Dynamics-365-CRM-or-Power-Apps-data-768x350.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/5-Analyze-Dynamics-365-CRM-or-Power-Apps-data-1024x467.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/5-Analyze-Dynamics-365-CRM-or-Power-Apps-data-660x301.jpeg 660w\" sizes=\"(max-width: 1358px) 100vw, 1358px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Another interesting feature is that you can also group records in a row based on any field value. Here, the records are categorized in rows based on priority \u2013 High, Normal, Low, Other.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/6-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26651 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/6-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg\" alt=\"Analyze Dynamics 365 CRM\/Power Apps data \" width=\"1762\" height=\"650\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/6-Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpeg 1762w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/6-Analyze-Dynamics-365-CRM-or-Power-Apps-data-300x111.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/6-Analyze-Dynamics-365-CRM-or-Power-Apps-data-768x283.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/6-Analyze-Dynamics-365-CRM-or-Power-Apps-data-1024x378.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/6-Analyze-Dynamics-365-CRM-or-Power-Apps-data-660x243.jpeg 660w\" sizes=\"(max-width: 1762px) 100vw, 1762px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">And this is still not the end. There are still MORE features. Now, you can discover all those by downloading this amazing solution from our <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/kanban-board-dynamics-365-crm\" target=\"_blank\" rel=\"noopener noreferrer\">website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.kanban-board-dynamics-365-crm\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft AppSource<\/a> for a trial period of 15 days.<\/p>\n<p style=\"text-align: justify;\">All in all, Kanban Board is an apt app to have at your end if you want a different look for your CRM. So, don\u2019t miss it.<\/p>\n<p style=\"text-align: justify;\">Well it\u2019s not just this, if you prefer to have a Mind Map visualization of your Dynamics 365 CRM\/ Power Apps data then you definitely need to look at our <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/map-my-relationships-dynamics-365-crm\" target=\"_blank\" rel=\"noopener noreferrer\">Map My Relationships<\/a> &#8211; another of our preferred app on <a href=\"https:\/\/appsource.microsoft.com\/en-gb\/product\/dynamics-365\/inogic.view-mind-map-dynamics-365-relationships?tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft AppSource<\/a>.<\/p>\n<p style=\"text-align: justify;\">As always, please feel free to contact us at <a href=\"mailto:crm@inogic.com\" target=\"_blank\" rel=\"noopener noreferrer\">crm@inogic.com<\/a> for any visualization queries.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/integrations\/inolink-quickbooks-microsoft-dynamics-crm\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26643 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpg\" alt=\"Analyze Dynamics 365 CRM or Power Apps data \" width=\"800\" height=\"200\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/Analyze-Dynamics-365-CRM-or-Power-Apps-data.jpg 800w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/Analyze-Dynamics-365-CRM-or-Power-Apps-data-300x75.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/Analyze-Dynamics-365-CRM-or-Power-Apps-data-768x192.jpg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/01\/Analyze-Dynamics-365-CRM-or-Power-Apps-data-660x165.jpg 660w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Let\u2019s face it \u2013 Visualization is the best way to interpret data easily. Even for experts, data needs to be displayed in a suitable form for analysis, to draw out comparisons and trends. With the huge amount of data in Dynamics 365 CRM\/Power Apps, you may find it difficult to draw out conclusions from the\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2021\/01\/analyze-dynamics-365-crm-power-apps-data-with-ease-using-kanban-board\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19,1976,38,1985],"tags":[2141,2140,545,592,2142],"class_list":["post-26640","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm","category-kanban-board","category-microsoft-powerapps","category-power-automate","tag-analyze-dynamics-365-crm","tag-analyze-power-apps-data","tag-dynamics-365-crm","tag-dynamics-crm","tag-kanban-board"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/26640","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=26640"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/26640\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=26640"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=26640"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=26640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}