Webinar: Master Dynamics 365 CRM Data Visualization with Mind Map and Kanban Board!

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Grasping the intricacies of Dynamics 365 CRM data can feel like traversing a complicated maze. The complex record relationships and vast amounts of customer data, make it easy to get overwhelmed. To simplify this process, we need clear, visual representations that highlight key information and the relationships between records.

This is where data visualization tools prove invaluable, transforming perplexing data into easily comprehensible formats, thereby enhancing data driven decision-making.

Take this opportunity to explore Kanban Board and Map My Relationships apps, two renowned data visualization tools for Dynamics 365 CRM by Inogic.

Join our upcoming webinar to discover how these apps can simplify CRM data by presenting it in Kanban and Mind Map views.

Master CRM Data Visualization with Mind Maps and Kanban Boards in Dynamics 365!

Register Now

Wednesday 26th June 2024

3PM AEDT, 11AM CET and 11AM EDT

 

Key Highlights of the Webinar:

Kanban Board

The Kanban Board app allows you to visualize Dynamics 365 CRM and Dataverse records in a Kanban view. This card-based visualization helps teams quickly spot bottlenecks, prioritize tasks, and ensure a smooth workflow. It offers a clear visual depiction of sales tasks and their advancement Within the CRM system.

Key Features:

  • Visualize Dynamics 365 CRM Data: Display CRM views and record data as swim lanes or lanes in Kanban views.
  • Business Process Flows: View Dynamics 365 CRM Business Process Flows in a Kanban format.
  • Task Analysis: Analyze tasks based on their status or priority level to minimize delivery time.
  • Clear Visuals: Offers a clear visual representation of the work that needs to be done.
  • Easy Card Movement: Move record cards between rows with a simple click.
  • Owner Persona Images: Display owner persona images on record cards.
  • Color Coding: Apply colors to record cards to differentiate them based on priority.
  • Advanced Filtering: Use an advanced lane filter to show only the desired lanes and skip the others.

Map My Relationships

The Map My Relationships app helps users visualize CRM record relationships using a Mind Map. Easily explore the connections between various entities, such as accounts, contacts, and opportunities, in a single, unified view directly from the record form. The app also offers filtering and grouping capabilities to customize the Mind Map view based on specific needs.

Key Features:

  • Quick Visualization: A Mind Map view allows you to quickly visualize Dynamics 365 CRM record relationships.
  • Seamless Integration: Integrates smoothly with Dynamics 365 CRM, presenting data in a compatible format.
  • Customization Options: Customize relationship maps to suit specific needs using the app's filtering and grouping capabilities.
  • Activity Records: Quickly record activities (phone call, email, etc.) for related records within the Mind Map view in CRM.
  • Download as Image: Mind Map Relationship View can be downloaded as an image.

Found this useful? Register Now!

Are the Map My Relationships and Kanban Board apps appealing to you? Try them for free for 15 days by visiting our website or Microsoft AppSource.

Watch our demo videos for an in-depth overview of Kanban Board and Map My Relationships.

Email us at crm@inogic.com for more information on CRM data visualization or a live demo.

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