{"id":41903,"date":"2025-07-31T16:00:31","date_gmt":"2025-07-31T10:30:31","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=41903"},"modified":"2025-07-31T16:00:31","modified_gmt":"2025-07-31T10:30:31","slug":"webinar-visual-planning-in-dynamics-365-kanban-and-mind-map-view-explained","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/07\/webinar-visual-planning-in-dynamics-365-kanban-and-mind-map-view-explained\/","title":{"rendered":"Webinar: Visual Planning in Dynamics 365 \u2013 Kanban and Mind Map View Explained!"},"content":{"rendered":"<h2><img decoding=\"async\" class=\"alignnone size-full wp-image-41906\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Visual-Planning-in-Dynamics-365-\u2013-Kanban-and-Mind-Map-View-Explained.png\" alt=\"Visual Planning in Dynamics 365 \u2013 Kanban and Mind Map View Explained\" width=\"1925\" height=\"1100\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Visual-Planning-in-Dynamics-365-\u2013-Kanban-and-Mind-Map-View-Explained.png 1925w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Visual-Planning-in-Dynamics-365-\u2013-Kanban-and-Mind-Map-View-Explained-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Visual-Planning-in-Dynamics-365-\u2013-Kanban-and-Mind-Map-View-Explained-1024x585.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Visual-Planning-in-Dynamics-365-\u2013-Kanban-and-Mind-Map-View-Explained-768x439.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Visual-Planning-in-Dynamics-365-\u2013-Kanban-and-Mind-Map-View-Explained-1536x878.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/07\/Visual-Planning-in-Dynamics-365-\u2013-Kanban-and-Mind-Map-View-Explained-660x377.png 660w\" sizes=\"(max-width: 1925px) 100vw, 1925px\" \/><\/h2>\n<h2><strong>Tired of Clicking Around in CRM? <\/strong><\/h2>\n<p>If you&#8217;re a Dynamics 365 CRM user, chances are your day involves jumping between views, clicking through endless records, and manually updating fields \u2014 only to realize you&#8217;re still not getting the full picture.<\/p>\n<p>Actually, CRM was supposed to simplify your workflow. Instead, it often becomes a cluttered maze of disconnected data.<\/p>\n<p>Here are the most common pain points we hear from real CRM users every day:<\/p>\n<h2><strong>The Real Problems Dynamics 365 CRM Users Face<\/strong><\/h2>\n<h3><strong>Traditional CRM Views with Cluttered Data<\/strong><\/h3>\n<ul>\n<li>Flat grids make it hard to understand record status and priority<\/li>\n<li>No real-time visibility into where deals, cases, or tasks stand<\/li>\n<li>Manual updates slow teams down and create bottlenecks<\/li>\n<li>Too many clicks to complete basic actions<\/li>\n<\/ul>\n<h3><strong>Unclear CRM Relationship Visibility <\/strong><\/h3>\n<ul>\n<li>Missing Hierarchical View for tree-like structure of Parent-Child relationships<\/li>\n<li>Lack of actionable insight directly from the relationship view<\/li>\n<li>No clear map of account-contact-opportunity relationships<\/li>\n<li>Complex connections and N:N relationships go unnoticed<\/li>\n<li>Difficulty navigating parent-child records<\/li>\n<\/ul>\n<p>Sound familiar?<\/p>\n<p>Let\u2019s talk about the solution.<\/p>\n<h3><strong>A Proven Way to Visualize CRM<\/strong><\/h3>\n<p>Inogic\u2019s powerful visualization apps for Dynamics 365 CRM are designed to simplify and supercharge your experience:<\/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\"><strong>Kanban Board for Dynamics 365 CRM<\/strong><\/a><\/p>\n<p><strong>Turn your CRM views into interactive, actionable boards<\/strong><\/p>\n<ul>\n<li><strong>Visualize CRM Views<\/strong> \u2013 Transform standard views into Kanban-style lanes<\/li>\n<li><strong>Swim Lanes &#8211; <\/strong>Streamline task organization by displaying uniform-height rows for clearer visual alignment<\/li>\n<li><strong>Real-Time Pipeline Management<\/strong> \u2013 Drag-and-drop records through BPF stages<\/li>\n<li><strong>Row Grouping and Color Coding<\/strong> \u2013 Prioritize using row groups and colored tags<\/li>\n<li><strong>Quick Activities<\/strong> \u2013 Add calls, tasks, and appointments directly from Kanban cards<\/li>\n<li><strong>Persona Integration<\/strong> \u2013 Add images and contextual data for a personal touch<\/li>\n<li><strong>Aggregate Insights<\/strong> \u2013 Get total counts and summaries in each lane<\/li>\n<\/ul>\n<p>No more guesswork. Just a clear view of what\u2019s happening and what\u2019s next.<\/p>\n<p><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\" target=\"_blank\" rel=\"noopener\"><strong>Map My Relationships: The 360\u00b0 CRM Record Map<\/strong><\/a><\/p>\n<p><strong>Understand connections. See everything. Take action.<\/strong><\/p>\n<ul>\n<li><strong>Hierarchy Control<\/strong> \u2013 Visualize &amp; manage parent-child record relationships in a tree structure<\/li>\n<li><strong>360\u00b0 Overview<\/strong> \u2013 Visualize all related records around the primary one<\/li>\n<li><strong>Auto-Expand Relationships<\/strong> \u2013 Dive into N:N and custom links<\/li>\n<li><strong>Interactive Nodes<\/strong> \u2013 Email, call, or update records directly from the map<\/li>\n<li><strong>Spider View<\/strong> \u2013 See everything connected to a record in one place<\/li>\n<li><strong>Role-Based Colors<\/strong> \u2013 Highlight what matters for your job function<\/li>\n<li><strong>Custom Filtering<\/strong> \u2013 Focus your view on specific record types or relationships<\/li>\n<\/ul>\n<p>Now, you can stop guessing and start connecting the dots.<\/p>\n<p><strong>Still Missing Microsoft&#8217;s Hierarchy Control? We\u2019ve Got You Covered.<\/strong><\/p>\n<p><strong>Map My Relationship<\/strong> steps up with a far more intuitive and actionable tree-style hierarchy view:<\/p>\n<ul>\n<li>View parent-child records in a clean, expandable tree<\/li>\n<li>Perform actions like sending emails or creating tasks directly from nodes<\/li>\n<li>Get complete visibility across multiple modules with one click<\/li>\n<\/ul>\n<p>Whether you&#8217;re in Sales, Service, or Strategy \u2014 this feature alone can save hours each week.<\/p>\n<h2><strong>Want to see these visual tools in action?<\/strong><\/h2>\n<p>Join our exclusive webinar to discover simple, effective ways to visualize your CRM records, relationships, and hierarchies \u2014 all designed to support smarter decision-making and drive better sales outcomes.<\/p>\n<table>\n<tbody>\n<tr>\n<td width=\"601\">\n<h2 style=\"text-align: center;\"><span style=\"color: #000000;\"><strong>Webinar: <\/strong><strong>Visual Planning in Dynamics 365 \u2013 Kanban and Mind Map View Explained<em>!<\/em><\/strong><\/span><\/h2>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.inogic.com\/events-webinars-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener\"><strong><em>Register Now!!<\/em><\/strong><\/a><\/p>\n<p style=\"text-align: center;\"><strong><em>Date: Wednesday, August 6<sup>th<\/sup>, 2025<\/em><br \/>\nTimings:<br \/>\n<\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/09f7bd5e-64a3-40c1-b2ff-8ca71343ec74@fbf854d9-169f-4ebf-bd26-562d60cf5e55\" target=\"_blank\" rel=\"noopener\">2 PM AEST<\/a><strong><br \/>\n<\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/47d434be-d8de-4871-bcfd-da02f7be9f06@fbf854d9-169f-4ebf-bd26-562d60cf5e55\" target=\"_blank\" rel=\"noopener\">11 AM CET<\/a> <strong><br \/>\n<\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/a05ded11-4414-4624-b5f0-28f061fea870@fbf854d9-169f-4ebf-bd26-562d60cf5e55\" target=\"_blank\" rel=\"noopener\">11 AM EDT<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><strong>Discover how you can:<\/strong><\/h2>\n<ul>\n<li>Utilize Hierarchy Control View to navigate and manage parent-child record relationships through a clear, tree-like structure<\/li>\n<li>Improve adoption across teams with tools they enjoy using<\/li>\n<li>Simplify record management with drag-and-drop controls<\/li>\n<li>Visualize CRM data for better decisions<\/li>\n<\/ul>\n<p>Secure your spot\u2014<a href=\"https:\/\/www.inogic.com\/events-webinars-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener\">register today<\/a>!<\/p>\n<p>&#x23f3; Tight on time for the live session?<\/p>\n<p>No worries! Just register and we\u2019ll send you the webinar recording to watch at your convenience.<\/p>\n<p>&#x2728; Curious to test it out first?<\/p>\n<p>Grab your <strong><em>free 15-day trial<\/em><\/strong> of <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\"><strong>Kanban Board<\/strong><\/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\" target=\"_blank\" rel=\"noopener\"><strong>Map My Relationship<\/strong><\/a> from our website or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/marketplace\/apps?search=inogic&amp;page=1?ocid=inogicwebsite_inogicblog_homepage\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a>.<\/p>\n<p>Have a question? Feel free to mail us at <a href=\"mailto:crm@inogic.com\"><strong>crm@inogic.com<\/strong><\/a> to get a personalized demo of the apps.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tired of Clicking Around in CRM? If you&#8217;re a Dynamics 365 CRM user, chances are your day involves jumping between views, clicking through endless records, and manually updating fields \u2014 only to realize you&#8217;re still not getting the full picture. Actually, CRM was supposed to simplify your workflow. Instead, it often becomes a cluttered maze\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2025\/07\/webinar-visual-planning-in-dynamics-365-kanban-and-mind-map-view-explained\/\">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":[1934],"tags":[3199],"class_list":["post-41903","post","type-post","status-publish","format-standard","hentry","category-webinar","tag-visual-planning-in-dynamics-365"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/41903","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=41903"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/41903\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=41903"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=41903"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=41903"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}