{"id":41821,"date":"2025-07-22T15:40:48","date_gmt":"2025-07-22T10:10:48","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=41821"},"modified":"2025-07-22T15:56:40","modified_gmt":"2025-07-22T10:26:40","slug":"dynamics-365-crm-kanban-view-gets-an-upgrade-prioritize-with-lane-sorting","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/07\/dynamics-365-crm-kanban-view-gets-an-upgrade-prioritize-with-lane-sorting\/","title":{"rendered":"Dynamics 365 CRM Kanban View Gets an Upgrade: Prioritize with Lane Sorting!"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-41822\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Dynamics-365-CRM-Kanban-View.jpg\" alt=\"Dynamics 365 CRM Kanban View\" width=\"800\" height=\"457\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Dynamics-365-CRM-Kanban-View.jpg 800w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Dynamics-365-CRM-Kanban-View-300x171.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Dynamics-365-CRM-Kanban-View-768x439.jpg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Dynamics-365-CRM-Kanban-View-660x377.jpg 660w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>\u201cWhich stage is causing the biggest backup?\u201d<br \/>\n\u201cWhere is my team spending most of their time?\u201d<br \/>\n\u201cWhy does this lane keep getting longer and longer?\u201d<\/p>\n<p>If you\u2019ve ever tried to answer these questions by looking at a cluttered CRM screen, you know how frustrating it can be. Managing tasks without a clear view is like trying to find your way through a maze in the dark\u2014you know the work is there, but pinpointing the hold-ups feels impossible.<\/p>\n<p>The good news?<\/p>\n<p><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\" target=\"_blank\" rel=\"noopener\">Kanban Board<\/a> just got smarter to help you spot these bottlenecks instantly.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-41824\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Dynamics-365-CRM-Kanban-View.png\" alt=\"Dynamics 365 CRM Kanban View\" width=\"1380\" height=\"359\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Dynamics-365-CRM-Kanban-View.png 1380w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Dynamics-365-CRM-Kanban-View-300x78.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Dynamics-365-CRM-Kanban-View-1024x266.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Dynamics-365-CRM-Kanban-View-768x200.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Dynamics-365-CRM-Kanban-View-660x172.png 660w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/><\/p>\n<h3>Introducing: <a href=\"https:\/\/docs.inogic.com\/kanban-board\/features\/sort-lanes-by-card-count\" target=\"_blank\" rel=\"noopener\">Sort Lanes by Card Count<\/a><\/h3>\n<p>The latest enhancement to the Kanban Board for Dynamics 365 is here:<\/p>\n<p>Sort Lanes by Card Count \u2013 an intuitive feature that automatically organizes your Kanban lanes based on the number of records they contain.<\/p>\n<h3>How Does It Work?<\/h3>\n<p>It&#8217;s simple\u2014and powerful:<\/p>\n<ol>\n<li>Navigate to your Kanban View configuration.<\/li>\n<li>Choose how you want to sort:<\/li>\n<\/ol>\n<ul>\n<li><strong>Descending:<\/strong> Lanes with most records first (e.g., \u201cIn Progress\u201d with 48 records appears before \u201cNew\u201d with 5).<\/li>\n<li><strong>Ascending:<\/strong> Lanes with least records first (great for catching neglected stages).<\/li>\n<li><strong>&#8211;Select&#8211;:<\/strong> No sorting; default behavior applies.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-41825\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/1Dynamics-365-CRM-Kanban-View.png\" alt=\"Dynamics 365 CRM Kanban View\" width=\"1267\" height=\"494\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/1Dynamics-365-CRM-Kanban-View.png 1267w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/1Dynamics-365-CRM-Kanban-View-300x117.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/1Dynamics-365-CRM-Kanban-View-1024x399.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/1Dynamics-365-CRM-Kanban-View-768x299.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/1Dynamics-365-CRM-Kanban-View-660x257.png 660w\" sizes=\"(max-width: 1267px) 100vw, 1267px\" \/><\/p>\n<p>Example:<br \/>\nImagine your Sales Team Kanban view has these lanes:<\/p>\n<ul>\n<li><strong>Prospecting<\/strong> (12 leads)<\/li>\n<li><strong>Qualified<\/strong> (34 leads)<\/li>\n<li><strong>Negotiation<\/strong> (8 leads)<\/li>\n<li><strong>Won<\/strong> (3 leads)<\/li>\n<\/ul>\n<p>With Descending order, your board now starts with Qualified, highlighting where your team is most active\u2014and maybe, where they need help!<\/p>\n<h3>Why This Matters<\/h3>\n<ul>\n<li><strong>Get clarity in a glance<\/strong><\/li>\n<li><strong>Boost team productivity<\/strong><\/li>\n<li><strong>Respond to high-load stages faster<\/strong><\/li>\n<li><strong>Make smarter, data-driven decisions<\/strong><\/li>\n<\/ul>\n<p>No more jumping between stages, trying to make sense of volume. Your Kanban Board just got more insightful and actionable.<\/p>\n<h3>Supercharge Your CRM with These Powerful Kanban Features:<\/h3>\n<p>Here\u2019s a snapshot of the other Kanban Board capabilities helping teams move faster, collaborate better, and work smarter:<\/p>\n<ul>\n<li>Business Process Flow Support \u2013 Organize records by BPF stages for structured pipeline tracking.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-41826\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/2Dynamics-365-CRM-Kanban-View.png\" alt=\"Dynamics 365 CRM Kanban View\" width=\"1854\" height=\"914\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/2Dynamics-365-CRM-Kanban-View.png 1854w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/2Dynamics-365-CRM-Kanban-View-300x148.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/2Dynamics-365-CRM-Kanban-View-1024x505.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/2Dynamics-365-CRM-Kanban-View-768x379.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/2Dynamics-365-CRM-Kanban-View-1536x757.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/2Dynamics-365-CRM-Kanban-View-660x325.png 660w\" sizes=\"(max-width: 1854px) 100vw, 1854px\" \/><\/p>\n<ul>\n<li>Multi-Entity BPF Support \u2013 Apply BPFs across multiple entities like Leads and Opportunities seamlessly.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-41828\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/3Dynamics-365-CRM-Kanban-View.png\" alt=\"Dynamics 365 CRM Kanban View\" width=\"1670\" height=\"714\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/3Dynamics-365-CRM-Kanban-View.png 1670w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/3Dynamics-365-CRM-Kanban-View-300x128.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/3Dynamics-365-CRM-Kanban-View-1024x438.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/3Dynamics-365-CRM-Kanban-View-768x328.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/3Dynamics-365-CRM-Kanban-View-1536x657.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/3Dynamics-365-CRM-Kanban-View-660x282.png 660w\" sizes=\"(max-width: 1670px) 100vw, 1670px\" \/><\/p>\n<ul>\n<li>Drag and Drop Cards \u2013 Instantly update status or fields by moving cards between lanes and rows.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-41829\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/4Dynamics-365-CRM-Kanban-View.png\" alt=\"Dynamics 365 CRM Kanban View\" width=\"1043\" height=\"495\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/4Dynamics-365-CRM-Kanban-View.png 1043w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/4Dynamics-365-CRM-Kanban-View-300x142.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/4Dynamics-365-CRM-Kanban-View-1024x486.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/4Dynamics-365-CRM-Kanban-View-768x364.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/4Dynamics-365-CRM-Kanban-View-660x313.png 660w\" sizes=\"(max-width: 1043px) 100vw, 1043px\" \/><\/p>\n<ul>\n<li>Row Grouping \u2013 Categorize data into rows (e.g., by priority or owner) for a multi-dimensional view.<\/li>\n<li>Quick Activity Actions \u2013 Trigger common activities (like calls or tasks) from within the card.<\/li>\n<li>Advanced Lane Filter \u2013 Show only the lanes you need to focus on.<\/li>\n<li>Advanced Row Filter \u2013 Filter rows to reduce clutter and see only what matters.<\/li>\n<li>Swim Lanes \u2013 Uniform row heights improve clarity and layout consistency.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-41830\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/5Dynamics-365-CRM-Kanban-View.png\" alt=\"Dynamics 365 CRM Kanban View\" width=\"1618\" height=\"707\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/5Dynamics-365-CRM-Kanban-View.png 1618w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/5Dynamics-365-CRM-Kanban-View-300x131.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/5Dynamics-365-CRM-Kanban-View-1024x447.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/5Dynamics-365-CRM-Kanban-View-768x336.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/5Dynamics-365-CRM-Kanban-View-1536x671.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/5Dynamics-365-CRM-Kanban-View-660x288.png 660w\" sizes=\"(max-width: 1618px) 100vw, 1618px\" \/><\/p>\n<ul>\n<li>Card Color Coding \u2013 Highlight cards based on field values like priority or status.<\/li>\n<li>Aggregate Field Values \u2013 Display totals like SUM or AVG at the top of lanes\/rows.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-41831\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/6Dynamics-365-CRM-Kanban-View.png\" alt=\"Dynamics 365 CRM Kanban View\" width=\"976\" height=\"439\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/6Dynamics-365-CRM-Kanban-View.png 976w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/6Dynamics-365-CRM-Kanban-View-300x135.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/6Dynamics-365-CRM-Kanban-View-768x345.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/6Dynamics-365-CRM-Kanban-View-660x297.png 660w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/p>\n<ul>\n<li>Multiple Move \u2013 Select and move multiple cards in one action.<\/li>\n<li>Card Width Control \u2013 Customize card size for a better fit on your screen.<\/li>\n<\/ul>\n<h3>Final Thoughts:<\/h3>\n<p>The Sort Lanes by Card Count feature is more than just an enhancement\u2014it&#8217;s a smarter way to work. Whether you&#8217;re in sales, support, or operations, knowing where the bulk of your records lie lets you lead with insight, not instinct.<\/p>\n<h3>Take the Next Step<\/h3>\n<p>Ready to reduce clutter and spot bottlenecks instantly?<br \/>\n<strong><br \/>\nTry Kanban Board <\/strong>with a 15-day free trial from our\u00a0<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\">website<\/a>\u00a0or\u00a0<a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.kanban-board-dynamics-365-crm?ocid=inogicwebsite_inogic_KB\">Microsoft AppSource<\/a> and start visualizing in Microsoft Dynamics 365!<\/p>\n<p>Need a live demo? Contact us at <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201cWhich stage is causing the biggest backup?\u201d \u201cWhere is my team spending most of their time?\u201d \u201cWhy does this lane keep getting longer and longer?\u201d If you\u2019ve ever tried to answer these questions by looking at a cluttered CRM screen, you know how frustrating it can be. Managing tasks without a clear view is like\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2025\/07\/dynamics-365-crm-kanban-view-gets-an-upgrade-prioritize-with-lane-sorting\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":15,"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":[1976],"tags":[3192],"class_list":["post-41821","post","type-post","status-publish","format-standard","hentry","category-kanban-board","tag-dynamics-365-crm-kanban-view"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/41821","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\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=41821"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/41821\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=41821"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=41821"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=41821"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}