Kanban Board

Drag and Drop cards across lanes to update the records

Kanban view of records in home grid

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Overview

Kanban Board is a productivity app to visualize your Dynamics 365 and Power Apps data in a Kanban View. With the ability to categorize the data into lanes it helps with a quick review of the records in a card-based view and easily identify the status of the records. A visual tool to move the records across lanes to quickly update the underlying field values. Apart from this it also allows for quick actions shortcuts to record activities against these without too many clicks. Kanban Board is available as a control that you can configure for any View in Dynamics 365 CE and CDS environment.
Dynamics CRM v9.1 onwards
Online

Recent Updates

  • Visualize Business Process Flow stages in the form of Kanban View
  • Categorize records in a row on the basis of any field value

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Kanban Visualization of Views:

Visualize any CRM View as lanes as in a Kanban View. Users have the ability to configure the fields for defining the categories. Kanban Board presents the selected View in a Kanban view for quick access and easy understanding and classification of the data in the view. The lanes are defined based on the unique value options supported for the specified field. The product currently supports all field types except complex field types like Customer and Multi-Select Optionset for defining lane categories.

Business Process Flow:

Kanban Board enables users to organize and categorize records of a given entity in Kanban view as per the Business Process Flow defined for that entity. A Business Process Flow comprises stages that are followed while any transaction goes through various transition phases. For example, in ‘Opportunities’ entity users can select the Business Process Flow defined for the entity and get the Kanban view of records at various stages of the process.

Row Grouping:

Users can now categorize and group records in row based on any field value. For example, depending upon on priority – High, Normal, Low, Other. The cards (records) can be dragged and dropped from one row to another. As a result, the field of that record is updated in both lane & row. Moreover, users can also expand / collapse these rows as per their need to display information through a toggle icon beside the row title. Similarly, through the icon beside lane header users can toggle all the rows in a lane.

Drag and Drop:

Users can drag and drop the cards across columns to quickly update the values of the underlying category field. Kanban Board presents a Kanban view of the records presented as compact cards. The product supports moving the records around from one lane to another with a quick drag and drop action. This also results in updating the corresponding field value appropriate to the data value of the lane.

Quick Activity Actions:

Kanban Board enables user to define quick activity actions for the records. Each card supports defining of up to 3 quick activity actions. Users can create the activity record defined in a single click from this view. The quick create form that shows up comes pre-populated with the reference to the said record already set.

With Kanban Board, users can sort the records in the lanes and also filter the data in the view by ‘CreatedOn’ date

Users get quick access to important information of Dynamics 365 records in a compact Kanban card view

Kanban Board works in context of the native CRM environment and responds to all native ribbon actions available for traditional views

Support for search through native quick search available for views in Dynamics 365 CRM for search values

Kanban Board enables users to sort lists in ascending or descending order to search records easily

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