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Kanban-Board

Kanban view of records in home grid

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

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Overview

Kanban Board is a productivity app to visualize your Dynamics 365 and Dataverse (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 Dataverse environment.

Recent Updates

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Available on

Dynamics 365 v9.1 & above

On-Premises and Online
Dataverse

Features

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.

Aggregate Field Values

The Kanban Board enables calculation of specific aggregate field values of records which can be then displayed on both Lane and Row headers. You can define up to 3 fields which can be of numeric, decimal, floating point or currency datatype for which the aggregate values of the fields such as SUM, MAX, MIN or AVG will be displayed on each Lane and Row headers. In addition to this, you can pin the desired aggregate value of the records to a particular lane or row header.

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. Users can also pin Business Process Flows defined for a specific entity using Global or Personal pins.

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.

More Features

Quick-Activity-Actions

Quick Activity Actions

Each card in Kanban Board supports quick activity actions where users can define up to 3 actions such as Email, Phone Call or Appointment.

Compact View

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

Filter by Date

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

Context Aware

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

Quick Search

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

Sort Lists

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

Unified Experience

Users can configure Kanban Board in Web, Mobile as well as in Tablet for a unified experience.

Global Sorting

Users can sort records at global level in ascending and descending order for easy analysis.

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FAQ's

Yes, users can easily switch between Kanban view and Grid view as per their requirement. Kanban Board is a highly flexible that easily adheres to the requirement of Dynamics 365 CRM users.

Yes, user can perform all native ribbon actions on Kanban view just like it is performed on traditional CRM view.

Yes, once the user moves the cards (records) from one lane to another then the underlying field values of the records are automatically updated.

Yes, Kanban Board is a highly flexible and agile app that provides a uniform experience across Web, Mobile and Tablet for Dynamics 365 CRM users.

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Dynamics 365 v9.x/Dataverse

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