{"id":42268,"date":"2025-09-11T12:33:10","date_gmt":"2025-09-11T07:03:10","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=42268"},"modified":"2025-09-11T14:25:56","modified_gmt":"2025-09-11T08:55:56","slug":"how-to-visualize-sales-data-in-dynamics-365-crm-using-kanban-board","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/09\/how-to-visualize-sales-data-in-dynamics-365-crm-using-kanban-board\/","title":{"rendered":"How to Visualize Sales Data in Dynamics 365 CRM Using Kanban Board"},"content":{"rendered":"<h3><img decoding=\"async\" class=\"alignnone size-full wp-image-42284\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/KB-Blog-banner-1-scaled.png\" alt=\"Kanban Board\" width=\"2560\" height=\"1463\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/KB-Blog-banner-1-scaled.png 2560w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/KB-Blog-banner-1-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/KB-Blog-banner-1-1024x585.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/KB-Blog-banner-1-768x439.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/KB-Blog-banner-1-1536x878.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/KB-Blog-banner-1-2048x1170.png 2048w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/KB-Blog-banner-1-660x377.png 660w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/h3>\n<h3><strong>Did you know your CRM can instantly highlight which leads need attention first?<\/strong><\/h3>\n<p>Many sales and CRM users face everyday challenges like<\/p>\n<ul>\n<li><strong>Tracking deal stages<\/strong><\/li>\n<li><strong>Managing multiple leads<\/strong><\/li>\n<li><strong>Keeping priorities straight<\/strong>.<\/li>\n<\/ul>\n<p>These hurdles make it hard to see the bigger picture, slow down follow-ups, minimize sales outcomes, and reduce productivity.<\/p>\n<p>The good news?<\/p>\n<p>Most of these problems have <em>simple, practical solutions<\/em>.<\/p>\n<p>In this blog, we\u2019ll break down common CRM challenges into <strong>Q&amp;A format<\/strong>\u2014and provide <em>easy fixes<\/em>.<\/p>\n<p>Let\u2019s start one by one!<\/p>\n<h3><strong>How can I quickly visualize and manage my CRM records?<\/strong><\/h3>\n<p>Scrolling through lists or multiple views in Dynamics 365 CRM can be time-consuming and overwhelming. It\u2019s hard to see the status of records at a glance or update fields without opening each record individually.<\/p>\n<p><strong>Solution:<\/strong><\/p>\n<p>Use a <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> to visualize your Dynamics 365 or Dataverse data in a card-based view. You can categorize records into <strong>lanes and rows<\/strong> to quickly review their status, move them across lanes or rows to update field values instantly, and perform <strong>quick actions<\/strong> like logging activities or sending emails without navigating away. The Kanban Board can be configured for <strong>any view<\/strong> in Dynamics 365 CRM or Dataverse, making it a versatile productivity tool to manage your records visually and efficiently.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42279\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/1Dynamics-365-CRM-Using-Kanban-Boards.png\" alt=\"Dynamics 365 CRM Using Kanban Boards\" width=\"1178\" height=\"632\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/1Dynamics-365-CRM-Using-Kanban-Boards.png 1178w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/1Dynamics-365-CRM-Using-Kanban-Boards-300x161.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/1Dynamics-365-CRM-Using-Kanban-Boards-1024x549.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/1Dynamics-365-CRM-Using-Kanban-Boards-768x412.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/1Dynamics-365-CRM-Using-Kanban-Boards-660x354.png 660w\" sizes=\"(max-width: 1178px) 100vw, 1178px\" \/><\/p>\n<h3><strong>How do I perform quick actions on a CRM sales record without switching screens?<\/strong><\/h3>\n<p>Need to send an email, log a call, or create a follow-up? Normally, you\u2019d have to leave your current view and open the record page.<\/p>\n<p><strong>Solution:<\/strong><br \/>\nEnable <strong>Quick Actions<\/strong> on your CRM records. This feature lets you perform activities\u2014like sending emails or creating tasks\u2014directly from the Kanban board. It\u2019s like having shortcuts for everything.<\/p>\n<p><strong> <img decoding=\"async\" class=\"alignnone size-full wp-image-42278\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/2Dynamics-365-CRM-Using-Kanban-Boards.png\" alt=\"Dynamics 365 CRM Using Kanban Boards\" width=\"1536\" height=\"603\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/2Dynamics-365-CRM-Using-Kanban-Boards.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/2Dynamics-365-CRM-Using-Kanban-Boards-300x118.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/2Dynamics-365-CRM-Using-Kanban-Boards-1024x402.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/2Dynamics-365-CRM-Using-Kanban-Boards-768x302.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/2Dynamics-365-CRM-Using-Kanban-Boards-660x259.png 660w\" sizes=\"(max-width: 1536px) 100vw, 1536px\" \/><\/strong><\/p>\n<h3><strong>How can I easily identify CRM records visually?<\/strong><\/h3>\n<p>CRM lists are usually text-heavy. Scanning through them to find what you need takes forever.<\/p>\n<p><strong>Solution:<\/strong><br \/>\nUse Display Images for records. Assign logos for accounts or profile pictures for contacts so you can identify them instantly without reading every name.<\/p>\n<p><strong> <img decoding=\"async\" class=\"alignnone size-full wp-image-42277\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/3Dynamics-365-CRM-Using-Kanban-Boards.png\" alt=\"Dynamics 365 CRM Using Kanban Boards\" width=\"1463\" height=\"652\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/3Dynamics-365-CRM-Using-Kanban-Boards.png 1463w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/3Dynamics-365-CRM-Using-Kanban-Boards-300x134.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/3Dynamics-365-CRM-Using-Kanban-Boards-1024x456.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/3Dynamics-365-CRM-Using-Kanban-Boards-768x342.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/3Dynamics-365-CRM-Using-Kanban-Boards-660x294.png 660w\" sizes=\"(max-width: 1463px) 100vw, 1463px\" \/><\/strong><\/p>\n<h3><strong>Can I group Kanban records into rows for better categorization?<\/strong><\/h3>\n<p>Your Kanban lanes show stages like \u201cNew,\u201d \u201cQualified,\u201d and \u201cClosed,\u201d but you also want to see leads grouped by priority\u2014High, Normal, and Low\u2014within each lane for quick visibility.<\/p>\n<p><strong>Solution:<\/strong><br \/>\nUse the <strong>Row Grouping<\/strong> feature. It allows you to:<\/p>\n<ul>\n<li>Categorize records into rows based on any field, such as priority or ratings.<\/li>\n<li>Drag and drop cards between rows to update the row field and lane field instantly.<\/li>\n<li>Expand or collapse rows with a toggle for a clean view.<\/li>\n<\/ul>\n<p><strong> <img decoding=\"async\" class=\"alignnone size-full wp-image-42276\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/4Dynamics-365-CRM-Using-Kanban-Boards.png\" alt=\"Dynamics 365 CRM Using Kanban Boards\" width=\"1457\" height=\"680\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/4Dynamics-365-CRM-Using-Kanban-Boards.png 1457w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/4Dynamics-365-CRM-Using-Kanban-Boards-300x140.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/4Dynamics-365-CRM-Using-Kanban-Boards-1024x478.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/4Dynamics-365-CRM-Using-Kanban-Boards-768x358.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/4Dynamics-365-CRM-Using-Kanban-Boards-660x308.png 660w\" sizes=\"(max-width: 1457px) 100vw, 1457px\" \/><\/strong><\/p>\n<h3><strong>Is there a way to see aggregated data without roll-up fields in CRM?<\/strong><\/h3>\n<p>You want to see totals, like the number of opportunities or revenue sums, but creating roll-up fields for every requirement is tedious.<\/p>\n<p><strong>Solution:<\/strong><\/p>\n<p>Go for Grouping &amp; Aggregation. It gives you summary values (Max, total, etc.) for related records without extra configurations.<\/p>\n<p><strong> <img decoding=\"async\" class=\"alignnone size-full wp-image-42275\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/5Dynamics-365-CRM-Using-Kanban-Boards.png\" alt=\"Dynamics 365 CRM Using Kanban Boards\" width=\"1487\" height=\"770\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/5Dynamics-365-CRM-Using-Kanban-Boards.png 1487w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/5Dynamics-365-CRM-Using-Kanban-Boards-300x155.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/5Dynamics-365-CRM-Using-Kanban-Boards-1024x530.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/5Dynamics-365-CRM-Using-Kanban-Boards-768x398.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/5Dynamics-365-CRM-Using-Kanban-Boards-660x342.png 660w\" sizes=\"(max-width: 1487px) 100vw, 1487px\" \/><\/strong><\/p>\n<h3><strong>How can we open a custom pop-up on the drag and drop of a Kanban card in CRM?<\/strong><\/h3>\n<p>Your team manages multiple cases or opportunities on a Kanban Board, but sometimes cards are moved without the required information or follow-up, causing workflow gaps and manual tracking headaches.<\/p>\n<p><strong>Solution:<\/strong><br \/>\nUse <strong>Custom Events Integration<\/strong> to make your Kanban Board smarter. You can define <strong>pre-move or post-move actions<\/strong> for each card, such as:<\/p>\n<ul>\n<li><strong>Pre-Move Checks:<\/strong> Ensure all required fields are filled before a card moves to the next lane.<\/li>\n<li><strong>Notifications:<\/strong> Trigger alerts or reminders to relevant users automatically.<\/li>\n<li><strong>Custom Pages or Forms:<\/strong> Open specific pages for input before completing the move.<\/li>\n<li><strong>Automated Logging:<\/strong> Record changes and actions for tracking and auditing.<\/li>\n<\/ul>\n<p><strong> <img decoding=\"async\" class=\"alignnone size-full wp-image-42274\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/6Dynamics-365-CRM-Using-Kanban-Boards.png\" alt=\"Dynamics 365 CRM Using Kanban Boards\" width=\"1402\" height=\"768\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/6Dynamics-365-CRM-Using-Kanban-Boards.png 1402w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/6Dynamics-365-CRM-Using-Kanban-Boards-300x164.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/6Dynamics-365-CRM-Using-Kanban-Boards-1024x561.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/6Dynamics-365-CRM-Using-Kanban-Boards-768x421.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/6Dynamics-365-CRM-Using-Kanban-Boards-660x362.png 660w\" sizes=\"(max-width: 1402px) 100vw, 1402px\" \/><\/strong><\/p>\n<h3><strong>Can I visually differentiate leads based on priority using CRM Kanban cards?<\/strong><\/h3>\n<p>You have a list of leads, but it\u2019s hard to quickly identify which ones need urgent attention versus those that can wait.<\/p>\n<p><strong>Solution:<\/strong><br \/>\nUse the <strong>Card Colour<\/strong> feature in the Kanban Board. Assign different colors to leads based on priority\u2014for example:<\/p>\n<ul>\n<li><strong>Hot Leads<\/strong> in <span style=\"color: #ff0000;\"><strong>Red<\/strong><\/span> for immediate follow-up<\/li>\n<li><strong>Warm Leads<\/strong> in <span style=\"color: #ffff00;\"><strong>Yellow<\/strong><\/span> for moderate priority<\/li>\n<li><strong>Cold Leads<\/strong> in <span style=\"color: #339966;\"><strong>Green<\/strong><\/span> for low urgency<\/li>\n<\/ul>\n<p>This makes it easier to scan your board and act on the most important leads first.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42273\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/7Dynamics-365-CRM-Using-Kanban-Boards.png\" alt=\"Dynamics 365 CRM Using Kanban Boards\" width=\"1000\" height=\"685\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/7Dynamics-365-CRM-Using-Kanban-Boards.png 1000w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/7Dynamics-365-CRM-Using-Kanban-Boards-300x206.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/7Dynamics-365-CRM-Using-Kanban-Boards-768x526.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/7Dynamics-365-CRM-Using-Kanban-Boards-660x452.png 660w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<h3><strong>How can I organize and narrow down records on my CRM Kanban Board?<\/strong><\/h3>\n<p>You have multiple records displayed in your Kanban lanes, and it\u2019s hard to focus on the most relevant ones. Scrolling endlessly wastes time.<\/p>\n<p><strong>Solution:<\/strong><br \/>\nUse the <strong>Sort and Filter Records<\/strong> feature. You can:<\/p>\n<ul>\n<li><strong>Sort<\/strong> cards in ascending or descending order based on any field displayed in the card view.<\/li>\n<li><strong>Filter<\/strong> records by <strong>CreatedOn<\/strong> date to view only those created in a specific time frame.<\/li>\n<\/ul>\n<p>For example, sort tasks by due date or filter leads created in the last 30 days to keep your board organized and focused.<\/p>\n<h3><strong><img decoding=\"async\" class=\"alignnone size-full wp-image-42272\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/8Dynamics-365-CRM-Using-Kanban-Boards.png\" alt=\"Dynamics 365 CRM Using Kanban Boards\" width=\"1469\" height=\"678\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/8Dynamics-365-CRM-Using-Kanban-Boards.png 1469w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/8Dynamics-365-CRM-Using-Kanban-Boards-300x138.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/8Dynamics-365-CRM-Using-Kanban-Boards-1024x473.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/8Dynamics-365-CRM-Using-Kanban-Boards-768x354.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/8Dynamics-365-CRM-Using-Kanban-Boards-660x305.png 660w\" sizes=\"(max-width: 1469px) 100vw, 1469px\" \/><br \/>\n<\/strong><\/h3>\n<h3><strong>Can I group CRM records within Kanban lanes for better clarity?<\/strong><\/h3>\n<p>You have leads categorized by status (New, Qualified, Disqualified), but you also want to see them grouped by owner for better accountability.<\/p>\n<p><strong>Solution:<\/strong><br \/>\nEnable <strong>Swim Lanes<\/strong> in your Kanban Board. This lets you create horizontal rows within lanes based on another field\u2014such as owner, priority, or region. For example, see \u201cHot Leads\u201d grouped by owner to assign responsibilities easily.<\/p>\n<p><strong> <img decoding=\"async\" class=\"alignnone size-full wp-image-42271\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/9Dynamics-365-CRM-Using-Kanban-Boards.png\" alt=\"Dynamics 365 CRM Using Kanban Boards\" width=\"1426\" height=\"623\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/9Dynamics-365-CRM-Using-Kanban-Boards.png 1426w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/9Dynamics-365-CRM-Using-Kanban-Boards-300x131.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/9Dynamics-365-CRM-Using-Kanban-Boards-1024x447.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/9Dynamics-365-CRM-Using-Kanban-Boards-768x336.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/9Dynamics-365-CRM-Using-Kanban-Boards-660x288.png 660w\" sizes=\"(max-width: 1426px) 100vw, 1426px\" \/><\/strong><\/p>\n<h3><strong>How can I stay updated on activities linked to CRM records without leaving the Kanban Board?<\/strong><\/h3>\n<p>You need to check recent calls, emails, or meetings for a lead, but switching between multiple screens slows you down.<\/p>\n<p><strong>Solution:<\/strong><br \/>\nUse the <strong>Activity Tracking<\/strong> feature. Click on a card to view recent activities, add new tasks, or schedule follow-ups\u2014all from the same Kanban view. For example, add a follow-up call for a lead without navigating away.<\/p>\n<p><strong> <img decoding=\"async\" class=\"alignnone size-full wp-image-42270\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/10Dynamics-365-CRM-Using-Kanban-Boards.png\" alt=\"Dynamics 365 CRM Using Kanban Boards\" width=\"1408\" height=\"691\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/10Dynamics-365-CRM-Using-Kanban-Boards.png 1408w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/10Dynamics-365-CRM-Using-Kanban-Boards-300x147.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/10Dynamics-365-CRM-Using-Kanban-Boards-1024x503.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/10Dynamics-365-CRM-Using-Kanban-Boards-768x377.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/10Dynamics-365-CRM-Using-Kanban-Boards-660x324.png 660w\" sizes=\"(max-width: 1408px) 100vw, 1408px\" \/><\/strong><\/p>\n<p><strong>How can I move CRM records between stages quickly?<\/strong><\/p>\n<p>Updating a lead\u2019s status from \u201cNew\u201d to \u201cQualified\u201d requires multiple clicks, and doing it for many leads takes forever.<\/p>\n<p><strong>Solution:<\/strong><br \/>\nUse <strong>Drag &amp; Drop<\/strong> on the Kanban Board. Simply drag the card to the desired lane, and the status updates instantly. For example, move an case from \u201cOn Hold\u201d to \u201cWaiting for Details\u201d with one smooth action.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-42269\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/11Dynamics-365-CRM-Using-Kanban-Boards.png\" alt=\"Dynamics 365 CRM Using Kanban Boards\" width=\"1379\" height=\"637\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/11Dynamics-365-CRM-Using-Kanban-Boards.png 1379w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/11Dynamics-365-CRM-Using-Kanban-Boards-300x139.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/11Dynamics-365-CRM-Using-Kanban-Boards-1024x473.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/11Dynamics-365-CRM-Using-Kanban-Boards-768x355.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/11Dynamics-365-CRM-Using-Kanban-Boards-660x305.png 660w\" sizes=\"(max-width: 1379px) 100vw, 1379px\" \/><\/p>\n<p>Want to have a visual walkthrough? Have a look at below video:<\/p>\n<p>To Wrap up,<\/p>\n<p>Managing CRM doesn\u2019t have to be complicated. By using features like Row Grouping, Swim Lanes, Persona Visualization, Aggregate Value, Quick Activity, Drag and Drop Cards, etc., you can make your day-to-day sales tasks smoother and faster.<\/p>\n<p>And here\u2019s the best part \u2014 you don\u2019t need multiple tools to do this.<\/p>\n<p>If you want an all-in-one solution that covers everything we just discussed, consider trying 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\" target=\"_blank\" rel=\"noopener\"><strong>Kanban Board<\/strong><\/a> App by Inogic.<\/p>\n<p><strong>It brings all these features together to make Dynamics 365 CRM more visual, interactive, and user-friendly.<\/strong><\/p>\n<p>Want to try it firsthand? Get a\u00a015-day free trial\u00a0directly from\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\" target=\"_blank\" rel=\"noopener\"><strong>our website<\/strong><\/a>\u00a0or\u00a0<a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.kanban-board-dynamics-365-crm?ocid=inogicwebsite_inogicCBlog_KB\" target=\"_blank\" rel=\"noopener\"><strong>Microsoft Appsource<\/strong><\/a>.<\/p>\n<p>Prefer a guided walkthrough?\u00a0Book a personalized demo\u00a0and watch the difference unfold in real time.<\/p>\n<p>Have questions? Reach out to us at <a href=\"mailto:crm@inogic.com\"><strong>crm@inogic.com<\/strong><\/a><strong> &#8211;<\/strong> we\u2019re always happy to help.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Did you know your CRM can instantly highlight which leads need attention first? Many sales and CRM users face everyday challenges like Tracking deal stages Managing multiple leads Keeping priorities straight. These hurdles make it hard to see the bigger picture, slow down follow-ups, minimize sales outcomes, and reduce productivity. The good news? Most of\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2025\/09\/how-to-visualize-sales-data-in-dynamics-365-crm-using-kanban-board\/\">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":[3224],"class_list":["post-42268","post","type-post","status-publish","format-standard","hentry","category-kanban-board","tag-kanban-boards"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/42268","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=42268"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/42268\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=42268"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=42268"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=42268"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}