{"id":38414,"date":"2024-06-18T15:35:45","date_gmt":"2024-06-18T10:05:45","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=38414"},"modified":"2024-06-18T15:35:45","modified_gmt":"2024-06-18T10:05:45","slug":"webinar-master-crm-with-mind-maps-and-kanban-boards-smart-visualization-techniques-for-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2024\/06\/webinar-master-crm-with-mind-maps-and-kanban-boards-smart-visualization-techniques-for-dynamics-365\/","title":{"rendered":"Webinar: Master CRM with Mind Maps and Kanban Boards: Smart Visualization Techniques for Dynamics 365!"},"content":{"rendered":"<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignleft size-full wp-image-38415\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/06\/Master-CRM-Data-Visualization-with-Mind-Maps-and-Kanban-Boards-in-Dynamics-365.png\" alt=\"Master CRM Data Visualization with Mind Maps and Kanban Boards in Dynamics 365\" width=\"1400\" height=\"800\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/06\/Master-CRM-Data-Visualization-with-Mind-Maps-and-Kanban-Boards-in-Dynamics-365.png 1400w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/06\/Master-CRM-Data-Visualization-with-Mind-Maps-and-Kanban-Boards-in-Dynamics-365-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/06\/Master-CRM-Data-Visualization-with-Mind-Maps-and-Kanban-Boards-in-Dynamics-365-1024x585.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/06\/Master-CRM-Data-Visualization-with-Mind-Maps-and-Kanban-Boards-in-Dynamics-365-768x439.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/06\/Master-CRM-Data-Visualization-with-Mind-Maps-and-Kanban-Boards-in-Dynamics-365-660x377.png 660w\" sizes=\"(max-width: 1400px) 100vw, 1400px\" \/>Understanding complex Dynamics 365 CRM data can feel like navigating through a tangled web. With intricate relationships between records and a multitude of customer data, it&#8217;s easy to get lost in the details. To make it easier, we need ways to simplify it. We need clear visuals that show what&#8217;s important and how each record is related.<\/p>\n<p style=\"text-align: justify;\">This is where data visualization tools come in. They help turn confusing data into something easy to understand, so you can make better data-based decisions.<\/p>\n<p style=\"text-align: justify;\">Here is your opportunity to explore <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/kanban-board-dynamics-365-crm?utm_source=inogic-blog&amp;utm_medium=KB&amp;utm_campaign=Iblog\">Kanban Board<\/a> and <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/map-my-relationships-dynamics-365-crm?utm_source=inogic-blog&amp;utm_medium=mmr&amp;utm_campaign=Iblog\">Map My Relationships<\/a> apps. Two popular Dynamics 365 CRM data visualization tools by Inogic.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/events-webinars-dynamics-365-crm\/\">Join<\/a> our upcoming webinar to experience how these apps can help you simplify CRM data by visualizing it in Kanban and Mind Map Views.<\/p>\n<h2 style=\"text-align: center;\"><strong>Master CRM Data Visualization with Mind Maps and Kanban Boards in Dynamics 365!<\/strong><\/h2>\n<p><img decoding=\"async\" class=\" wp-image-21217 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/11\/download.jpg\" alt=\"Register Now\" width=\"255\" height=\"74\" \/><\/p>\n<h2 style=\"text-align: center;\"><strong>Wednesday 26<sup>th<\/sup> June 2024<\/strong><\/h2>\n<h2 style=\"text-align: center;\"><strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/0f6c547c-ee6d-458a-9433-6dd55f6e3baf@fbf854d9-169f-4ebf-bd26-562d60cf5e55\" target=\"_blank\" rel=\"noopener\">3PM AEDT<\/a>, <a href=\"https:\/\/events.teams.microsoft.com\/event\/b259e07d-8825-4c4e-a773-fa5078949f48@fbf854d9-169f-4ebf-bd26-562d60cf5e55\" target=\"_blank\" rel=\"noopener\">11AM CET<\/a> and <a href=\"https:\/\/events.teams.microsoft.com\/event\/ee8ab632-4e0c-4617-b4a4-6d3c74063d15@fbf854d9-169f-4ebf-bd26-562d60cf5e55\" target=\"_blank\" rel=\"noopener\">11AM EDT<\/a><\/strong><\/h2>\n<p style=\"text-align: justify;\"><strong>Key Highlights of the Webinar:<\/strong><\/p>\n<h2 style=\"text-align: justify;\"><strong>Kanban Board<\/strong><\/h2>\n<p style=\"text-align: justify;\">With <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/kanban-board-dynamics-365-crm?utm_source=inogic-blog&amp;utm_medium=KB&amp;utm_campaign=Iblog\">Kanban Board<\/a> app you can visualize Dynamics 365 CRM and Dataverse records in a Kanban view. By visualizing CRM records in a card-based Kanban view, it helps teams quickly identify bottlenecks, prioritize work, and maintain a smooth workflow. This method provides a clear visual representation of sales tasks and their progress within CRM.<\/p>\n<p style=\"text-align: justify;\"><strong>Key Features of Kanban Board App: <\/strong><\/p>\n<ul style=\"text-align: justify;\">\n<li>Visualize Dynamics 365 CRM views and record data as swim lanes\/lanes, i.e., Kanban views.<\/li>\n<li>View Dynamics 365 CRM Business Process Flows in a Kanban view.<\/li>\n<li>Analyze tasks based on their status of work or priority level to reduce delivery time.<\/li>\n<li>Provide a clear and visual representation of the work that needs to be done within the Kanban view.<\/li>\n<li>Move record cards from one row to another with just a click of a button.<\/li>\n<li>Show owner persona image on record cards.<\/li>\n<li>Apply colours to record cards to segregate them based on work priority.<\/li>\n<li>Use an advanced lane filter to display only the desired lanes on board and skip the remaining ones.<\/li>\n<\/ul>\n<h2 style=\"text-align: justify;\"><strong>Map My Relationships<\/strong><\/h2>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/map-my-relationships-dynamics-365-crm?utm_source=inogic-blog&amp;utm_medium=mmr&amp;utm_campaign=Iblog\">Map My Relationships<\/a> is a visualization tool that allows users to visualize CRM record relationships in a Mind Map view. Users can easily navigate through record relationships of various entities, such as accounts, contacts, opportunities, etc., in a single, unified view directly from the record form. You can also customize Mind Map view based on your needs by using the filtering or grouping capabilities of the app.<\/p>\n<p style=\"text-align: justify;\"><strong>Key Features of Map My Relationships App: <\/strong><\/p>\n<ul style=\"text-align: justify;\">\n<li>Easy and direct visualization of Dynamics 365 CRM records relationships in a mind map view.<\/li>\n<li>Seamless integrations with Dynamics 365 CRM and present data in a format that is compatible with Dynamics 365 CRM.<\/li>\n<li>Multiple customization options exist to create need-specific relationship maps for record relationships.<\/li>\n<li>Enable users to quickly record any activity for the related records within the mind map view.<\/li>\n<li>Download Mind Map Relationship View as an image.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Found this helpful? <a href=\"https:\/\/www.inogic.com\/events-webinars-dynamics-365-crm\/\">Register here<\/a>!<\/p>\n<p style=\"text-align: justify;\">Transform raw CRM data with simple visualization apps in Dynamics 365 CRM.<\/p>\n<p style=\"text-align: justify;\">Curious about the <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/kanban-board-dynamics-365-crm?utm_source=inogic-blog&amp;utm_medium=KB&amp;utm_campaign=Iblog\">Kanban Board<\/a> and <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/map-my-relationships-dynamics-365-crm?utm_source=inogic-blog&amp;utm_medium=mmr&amp;utm_campaign=Iblog\">Map My Relationships<\/a> apps? Try both with a 15-day free trial from our website or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/marketplace\/apps?search=inogic&amp;page=1\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a>.<\/p>\n<p style=\"text-align: justify;\">Watch our demo videos for an in-depth look at <a href=\"https:\/\/youtu.be\/xt2t0s-AfxA\" target=\"_blank\" rel=\"noopener\">Kanban Board<\/a> and <a href=\"https:\/\/youtu.be\/DjX8jU0OHck\" target=\"_blank\" rel=\"noopener\">Map My Relationships<\/a>.<\/p>\n<p style=\"text-align: justify;\">For more details on our Dynamics 365 CRM data visualization tools, email us at <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>.<\/p>\n<p style=\"text-align: justify;\">Visualize CRM data effortlessly!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Understanding complex Dynamics 365 CRM data can feel like navigating through a tangled web. With intricate relationships between records and a multitude of customer data, it&#8217;s easy to get lost in the details. To make it easier, we need ways to simplify it. We need clear visuals that show what&#8217;s important and how each record\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2024\/06\/webinar-master-crm-with-mind-maps-and-kanban-boards-smart-visualization-techniques-for-dynamics-365\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":11,"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":[1934],"tags":[2892],"class_list":["post-38414","post","type-post","status-publish","format-standard","hentry","category-webinar","tag-data-visualization-apps"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/38414","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\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=38414"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/38414\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=38414"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=38414"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=38414"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}