One of the factors that helps in maintaining efficiency, productivity and agility in business process is seamless data visualization. For this very purpose, we at Inogic, have come up with very a user-friendly Dynamics 365 CRM productivity app –
Let’s understand how this amazing app will benefit you in visualizing Dynamics 365 CRM data in a card-based view that helps you to easily identify the status of the records, with an example of Case Entity.
As you know Service industry deals with a variety of service cases that need to be attended and resolved at the earliest.
Suppose the Service Manager of ABC Corps allots cases to the service representatives which are by default displayed as read-only grid. Now this makes it difficult for the service reps to visualize records based on their statuses. But with our data visualization app
Since Kanban Board is very well integrated with native CRM functionalities, the service rep would be able to use charts to filter out the records on the Kanban Board as and when required.
Moreover, once the case is resolved the service reps can simply drag and drop the case card from ‘In Progress’ lane to ‘Problem Solved’ lane. This will update the underlying value of the case and its status will change from ‘In Progress’ to ‘Problem Solved’.
In the meanwhile, if one of the service reps wants to assign his case to another team member then they can ask the Service Manager, who will just have to select the card in Kanban Board and use native Assign action from the ribbon. And just like that the case will be assigned to another service rep.
Apart from this, service reps can create quick activity actions like Email, Phone Call, Tasks, etc. from the card itself without opening the respective records.
In conjunction to viewing the cases categorized by Statuses, service reps are able to further categorize the cases within each lane on the basis of Priority – High, Normal, Low, Other - with the help of Row Grouping. This gives enhanced view of the CRM data, which in turn helps reps to quickly pick the important Case.
Not only this, the service reps are able to classify records based on the stages of Business Process Flow (BPF) as it would simplify the process for reps. They have to simply select BPF from dropdown and the cases would be classified based on the stages of BPF i.e. Identify – Research – Resolve. In this way, they can view the cards based on their stages in BPF.
With all these amazing features, you can expediate the business process and enhance productivity of Dynamics 365 CRM / Power Apps users in your organization.
So, what are you waiting for? Make Kanban Board an integral part of your business strategy.