Kanban Board for Dynamics 365 CRM
Visualize records as cards, organize work into lanes, and move tasks through each stage with a drag-and-drop Kanban view in Dynamics 365 CRM.
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Why Do You Need Kanban Board for Dynamics 365 CRM?
Ask yourself three questions:
- 1. Do you find it difficult to visualize CRM records and track progress across different stages?
- 2. Are you spending too much time switching between records and views to manage everyday tasks?
- 3. Is it challenging to identify workflow bottlenecks and organize records around your business processes?
If you answered yes to any of these questions, it’s time to rethink how you manage your CRM data.
Kanban Board for Dynamics 365 CRM transforms records into interactive cards, helping you organize workflows, monitor progress, and move records between stages with simple drag-and-drop functionality.
What You Can Achieve with a Kanban Board in Dynamics 365 CRM
Go beyond traditional CRM views with a flexible, interactive Kanban experience that simplifies record management, improves workflow visibility, and boosts team productivity.
Visualize Work Instantly
Each record is presented as a card within a lane, giving teams immediate insight into status, ownership, and priority. This foundation supports every subsequent step.
Update Records Faster
Drag a card to the next lane to update the supported field. Routine changes happen directly on the board, without opening individual forms.
Configure to Your Process
The board can be configured to reflect established processes. Cards, lanes, fields, and layouts are adjusted to support your workflow rather than require a new one.
Track Business Process
View Business Process Flow stages, including flows across supported entities, to confirm each record is progressing as intended.
Prioritize with Confidence
As record volumes increase, search, sorting, filtering, and aggregate values help teams identify priority items and recognize where workload is concentrated.
Simplify Daily Tasks
Quick actions and multiple-card movement bring routine activities onto the board, reducing navigation and allowing teams to concentrate on the work itself.
Comparison
Why Switch to a Kanban View for Dynamics 365?
Features
Here’s How It Helps You Visualize Your CRM with a Dynamics 365 Kanban Board
Visualize Records with an Interactive Kanban Board
Turn supported Dynamics 365 CRM records into cards arranged in lanes. View work by status, category, or other configured field values, and move cards between lanes to update supported records.
- Display CRM records in a card-based view in Dynamics CRM.
- Organize cards into configurable lanes.
- Use drag-and-drop interactions to update supported field values.
Bring business process stages into the Kanban view in Dynamics 365 to help users understand where records stand in a process. Support for Business Process Flows, including multi-entity Business Process Flows, helps users work with supported process-driven CRM records.
- Visualize supported Business Process Flow stages.
- Work with multi-entity Business Process Flows.
- Pin Business Process Flows globally or for personal use, where supported.
Configure the board to display the information users need. Choose card fields, adjust card width, organize records into lanes, and use visual indicators on each Kanban card in Dynamics CRM to make important details easier to recognize.
- Display up to five configured fields in compact card view.
- Configure card colours and persona images.
- Use supported field-based lane grouping and sorting.
- Apply advanced lane filtering for Option Set fields.
Find, Filter, and Prioritize Records
Help users locate relevant records and understand work distribution without manually scanning the entire board. Use search, sorting, filters, and aggregate calculations to focus on the records that matter.
- Search records using Quick Search.
- Apply supported sorting and filtering options.
- Calculate SUM, AVG, MAX, and MIN for supported numeric fields.
- Filter rows using supported Option Set fields and FetchXML criteria.
Take Action Without Leaving the Board
Keep common actions close to the records users are managing. Supported quick actions and activity shortcuts in Kanban for Dynamics CRM help users complete everyday tasks with fewer navigation steps.
- Configure up to three quick activity actions on cards.
- Support custom activity types using the applicable schema name.
- Use multiple-card move functionality where supported.
- Integrate custom events with supported board interactions.
More Features
Views on Main Grid and Subgrid
Easily access your data using the Kanban view in Dynamics 365 CRM across both main grids and subgrid scenarios.
Row Grouping
Organize records into structured horizontal rows based on any configured field to match your team's workflow.
Swim Lanes
Separate records into a Kanban lane in Dynamics 365 to make different operational statuses or categories easy to follow.
Global Sorting
Apply uniform sorting rules across the board to arrange records precisely according to your selected criteria.
Sort Lanes by Card Count
Automatically rank lanes by card volume to quickly identify operational bottlenecks and compare team workloads.
Compact Card View
Display up to five configured fields on every Kanban card in Dynamics 365 so critical record details are always visible at a glance.
Information Vault
A Comprehensive E-Book On Kanban Board To Boost Your Productivity!
Recent Updates
New 2026 Updates: New Kanban Board Features for Dynamics 365 CRM
Highlight important CRM records with colours based on field values such as priority, rating, risk, or purchase timeframe. Choose between Default and Vertical with Label styles for better record visibility.
Configure Kanban Board through the Microsoft Power Apps portal. Administrators can manage app settings within their Power Platform environment without switching to a separate configuration interface.
Pin specific Business Process Flows to individual views, helping users follow the relevant workflow stages and manage CRM records according to each process.
Navigate large volumes of CRM records more smoothly with lazy loading. Records load progressively as users explore the board, reducing the need to load everything at once.
testimonials
What Our Customers Are Saying?
Our Blogs
Spot What Matters Fast: Card Colour Is Now in Kanban Board for Dynamics 365
Card Colour, a new feature in Kanban Board for Dynamics 365 CRM by Inogic, colours each Kanban card in Dynamics 365 by a field you choose, so urgency shows before you read a word.
How to Use a Kanban Board in Dynamics 365 CRM to Visualize Opportunities and Manage Workflows
A Kanban Board presents CRM records as cards grouped into columns or lanes based on a selected field, such as status or sales stage.
How to Visualize Sales Data in Dynamics 365 CRM Using Kanban Board
You can categorize records into lanes and rows to quickly review their status, move them across lanes or rows to update field values instantly, and perform quick actions like logging activities or sending emails without navigating away.
Frequently Asked Questions
A Dynamics 365 Kanban Board is a visual tool that helps organize and track records in a card-based layout. It integrates with Microsoft Dynamics 365 CRM and Dataverse, offering features such as drag-and-drop updates, Business Process Flows, aggregate field values, and swim lanes to improve productivity and process visibility.
This makes it a flexible option for businesses looking for an enhanced Kanban view Dynamics 365 experience within their CRM environment.
Yes. Inogic Dynamics 365 Kanban Board can be configured for standard entities such as Opportunities, Quotes, Orders, Leads, Cases, and Activities, as well as custom entities in Microsoft Dynamics 365 CRM and Dataverse. It works seamlessly with Dynamics 365 Sales, Customer Service, and other model-driven apps, allowing each team to create Kanban Board configurations that match their business processes. You can also customize layouts, lanes, rows, and card designs to suit different teams and workflows.
Yes. Kanban Board supports both single-entity and multi-entity Business Process Flows (BPF). As records move from one entity to another—for example, from Lead to Opportunity—the corresponding process stages are reflected on the board, giving users a continuous visual representation of the entire workflow. This helps teams maintain process consistency and monitor progress without switching between multiple views.
Yes. Kanban Board provides a visual way to manage your Dynamics 365 Sales pipeline by displaying opportunities as interactive cards that can be organized by sales stage, owner, priority, estimated revenue, or other business fields. Sales teams can update records using drag-and-drop, identify bottlenecks more quickly, and keep deals moving through the pipeline without leaving Dynamics 365.
Yes. Kanban Board allows you to trigger custom actions before or after a record is moved between stages or lanes. These actions can be used to enforce business rules, open custom pages, execute JavaScript, or integrate with your existing business processes, helping organizations automate routine tasks while maintaining consistent workflows within Dynamics 365.
Yes. Kanban Board supports shared views with Global Pins, allowing teams to work from the same board while maintaining consistent layouts and settings. Users can also create personal configurations to customize how they view and manage their work.
Yes. Kanban Board is fully compatible with Microsoft Dataverse and Power Apps model-driven applications. It works seamlessly with both standard and custom Dataverse tables and provides a consistent experience across desktop, tablet, and mobile devices, enabling teams to visualize and manage records from anywhere.
Yes. Kanban Board is designed for enterprise environments and includes performance features such as lazy loading to efficiently handle large datasets. Records are loaded dynamically as users navigate the board, ensuring smooth scrolling, responsive performance, and a consistent experience even when working with thousands of Dynamics 365 records.
Yes. Users can switch between Kanban View and the standard Grid View at any time. This flexibility allows teams using Microsoft Dynamics 365 CRM to choose the view that best suits their workflow without affecting underlying CRM data.
Struggling to track deals across stages?
Let’s help you simplify pipeline management with a visual Kanban board!
