{"id":39284,"date":"2024-09-24T15:47:01","date_gmt":"2024-09-24T10:17:01","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=39284"},"modified":"2024-09-24T15:47:01","modified_gmt":"2024-09-24T10:17:01","slug":"visualize-prioritize-and-track-tasks-with-ease-kanban-boards-new-features-for-dynamic-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2024\/09\/visualize-prioritize-and-track-tasks-with-ease-kanban-boards-new-features-for-dynamic-365-crm\/","title":{"rendered":"Visualize, Prioritize, and Track Tasks with ease – Kanban Board’s New Features for Dynamic 365 CRM!"},"content":{"rendered":"

\"Kanban<\/p>\n

Imagine a workspace where complex workflows are transformed into a visually intuitive, easily manageable process.<\/p>\n

Kanban Board<\/a> 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 environment.<\/p>\n

Survey data shows that 88% of Kanban users see better project visibility, 84% experience improved team collaboration, and 78% benefit from greater flexibility.<\/p>\n

In this blog, we\u2019ll dive into three exciting new features that makes this tool an essential asset for modern businesses.<\/p>\n

Here\u2019s a glimpse at them:<\/p>\n

    \n
  1. \n

    Persona Image<\/strong><\/h2>\n<\/li>\n<\/ol>\n

    Kanban Board\u2019s Persona Image feature allows users to distinguish team members by displaying the record owner’s image directly on the card.<\/p>\n

    For example, if a sales lead is assigned to John and he prefers to have his persona image visible, setting the configuration to \u201cY\u201d will showcase his photo on the Kanban card.<\/p>\n

    \"Kanban<\/a><\/p>\n

    Conversely, if John wants to keep his image private, setting it to \u201cN\u201d will hide it.<\/p>\n

    \"Kanban<\/a><\/p>\n

    This feature provides a customized profile<\/strong> for enhanced team visibility and adds a personal touch to the sales process.<\/p>\n

      \n
    1. \n

      Card Colour<\/strong><\/h2>\n<\/li>\n<\/ol>\n

      The Card Colour functionality provides a visual cue for task prioritization, enabling you to colour-code records based on their urgency.<\/p>\n

      Imagine you are managing a pool of leads with varying levels of importance:<\/p>\n