![\"Visualize](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/05\/Visualize-CRM-Records-as-Kanban-Cards.png\")
<\/p>\n<\/p>\n
Let\u2019s get it straight \u2013 Visualization is the best way to interpret and analyze data easily. And one of the factors that help in maintaining efficiency, productivity, and agility in business processes is seamless data visualization.<\/p>\n
This is why there is a need for robust visualization apps that help to interpret and analyze business data. And\u00a0Kanban Board<\/a>\u00a0is one such popular visualization app that helps to visualize Microsoft Dynamics 365 CRM data in a Kanban View.<\/p>\n Quite interesting, isn\u2019t it? Then check out the infographic and find out what more this\u00a0app\u00a0can do for you.<\/p>\n To be precise, Kanban Board provides you the following features<\/a>:<\/p>\n With Kanban Board, you have exclusive access to the cross-compatibility feature in the Kanban View. You can configure it in Web, Mobile and Tablet for a unified experience. It doesn\u2019t hinder your work and helps you to seamlessly visualize and analyze Dynamics 365 CRM data across devices.<\/p>\n You can visualize any Dynamics 365 CRM View as lanes and rows just like in a physical Kanban Board. It helps you to easily track the progress of various projects assigned to your team as it categorizes the ongoing tasks according to their status \u2013 In Progress, On Hold, Waiting for Details, and Researching.<\/p>\n A Business Process Flow comprises stages that are followed while any transaction goes through various transition phases. With Kanban Board, you will have the ability to easily organize and categorize records of a given entity in Kanban view as per the Business Process Flow defined for that entity.<\/p>\n Kanban Board gives you the ability to calculate specific aggregate field values of records which can be then displayed on both Lane and Row headers. Here, you can define up to 3 fields which can be numeric, decimal, and floating-point or currency datatype; such as Estimated Revenue, Budget Amount, or Exchange Rate.<\/p>\n With Kanban Board, you can easily define quick activity actions for the records. Each card supports defining up to 3 quick activity actions like Appointment, Email, Task, etc. You can create the activity record defined in a single click from this view.<\/p>\n With Kanban Board, you can\u00a0easily drag and drop the cards\u00a0across columns to quickly update the values of the underlying category field.\u00a0Be it a larger screen or a smaller screen, you can easily make use of its UI-based drag and drop functionality.<\/p>\n Kanban Board works in the context of the native CRM environment and responds to all native ribbon actions available for traditional views. You can sort the records in the lanes, filter the data in the view, search through the native quick search available for views in CRM, etc. which helps you find records easily.<\/p>\n Enable Swim Lanes to give your Kanban board a consistent look, with all rows at the same height, even empty ones. As you collapse or expand rows, the entire lane adjusts seamlessly, making navigation smoother and more efficient.<\/p>\n Easily color-code your cards to represent different priority levels, like red for urgent tasks, yellow for moderate, and green for low-priority items, making it simple to spot what needs attention.<\/p>\n Easily filter out irrelevant lanes and rows to declutter your workspace, helping you focus only on the most important tasks and data for faster, smarter decisions.<\/p>\n Now with all these amazing features, you can expedite the business process and enhance the productivity of Dynamics 365 CRM users in your organization.<\/p>\n So, don\u2019t wait! Make Kanban Board an integral part of your business strategy today itself!<\/p>\n Just go to our\u00a0website<\/a>\u00a0or\u00a0Microsoft AppSource\u00a0<\/a>and download this amazing app for a free trial period of 15 days. In the meanwhile, go through\u00a0this video<\/a>\u00a0to get a visual demonstration on Kanban Board.<\/p>\n Also, check out our other popular visualization app \u2013\u00a0Map My Relationships\u00a0<\/a>\u2013 which provides a mind map view of Microsoft Dynamics 365 CRM data.<\/p>\n For any doubts or queries related to data visualization in CRM, mail us at\u00a0crm@inogic.com<\/a><\/p>\n Ciao!<\/p>\n","protected":false},"excerpt":{"rendered":" Let\u2019s get it straight \u2013 Visualization is the best way to interpret and analyze data easily. And one of the factors that help in maintaining efficiency, productivity, and agility in business processes is seamless data visualization. This is why there is a need for robust visualization apps that help to interpret and analyze business data.\u2026 Read More »<\/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":[16,1976,2362],"tags":[2142,2189],"class_list":["post-31552","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-kanban-board","category-marketing","tag-kanban-board","tag-visualization-apps"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/31552","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=31552"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/31552\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=31552"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=31552"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=31552"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"Kanban](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/05\/Kanban-Board-in-Dynamics-365-scaled.jpg\")
<\/p>\n\n
Unified experience across Web, Mobile and Tablet:<\/h3>\n<\/li>\n<\/ul>\n
\n
Group records in Rows & Lanes for clarity:<\/h3>\n<\/li>\n<\/ul>\n
![\"Kanban](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/05\/1Kanban-Board-in-Dynamics-365.png\")
<\/p>\n\n
Organize Records as per Business Process Flow:<\/h3>\n<\/li>\n<\/ul>\n
![\"Kanban](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/05\/2Kanban-Board-in-Dynamics-365.png\")
<\/p>\n\n
View Aggregate Field Values of records:<\/h3>\n<\/li>\n<\/ul>\n
![\"Kanban](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/05\/3Kanban-Board-in-Dynamics-365.png\")
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Create Quick Activity Records:<\/h3>\n<\/li>\n<\/ul>\n
![\"Kanban](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/05\/4Kanban-Board-in-Dynamics-365.png\")
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Drag & Drop records from lanes and rows:<\/h3>\n<\/li>\n<\/ul>\n
![\"Kanban](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/05\/5Kanban-Board-in-Dynamics-365.png\")
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Search and find records easily:<\/h3>\n<\/li>\n<\/ul>\n
![\"Kanban](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/05\/6Kanban-Board-in-Dynamics-365.png\")
<\/p>\n\n
![\"Kanban](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/05\/7Kanban-Board-in-Dynamics-365.png\")
<\/p>\n![\"Kanban](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/05\/8Kanban-Board-in-Dynamics-365.png\")
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![\"Kanban](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/05\/9Kanban-Board-in-Dynamics-365.png\")
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Advanced Lane and Row Filters<\/strong><\/h3>\n<\/li>\n<\/ul>\n
![\"Kanban](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/05\/10.png\")
<\/p>\n![\"Kanban](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/05\/11Kanban-Board-in-Dynamics-365.png\")
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