Kanban Board

Name: Kanban Board
Brand: Kanban Board
Rating: 5 (2 reviews)

Drag and Drop cards across lanes to update the records

Kanban view of records in home grid

Kanban Board - Card-based kanban view for Dynamics 365 & PowerApps

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

Available on Microsoft Appsource

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Features

Visualize any CRM View as lanes as in a Kanban View. Ability to configure the fields for defining the categories for seamless viewing

Ability to drag and drop the cards across columns to quickly update the values of the underlying category field as per new values

Quick access to important information in Dynamics 365 records available in a compact Kanban card view

Support to define quick activity actions for the records like phone call, task, appointment, etc.

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 CRM for search values

Records in the lanes can be sorted. It also supports filtering of the data in the view by “CreatedOn” date

Sort lists in ascending or descending order to search records easily

Organize and categorize records of a given entity in Kanban view as per the Business Process Flow defined for that entity

Categorize and group records in row on the basis of on any field value like priority (Case entity) – High, Normal, Low

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Dynamics 365 v9.x

Kanban Board

Kanban view of records in home grid

Kanban Board - Card-based kanban view for Dynamics 365 & PowerApps

Overview

Dynamics CRM v9.1 onwards

Recent Updates

Available on Microsoft Appsource

Features

Recent News and Articles

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