ISV Add-On Product Information
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Kanban Board for Microsoft Dynamics 365Visual Kanban board for streamlined CRM workflows |
Business Processes: Customer Management, Customer Service, Help Desk, Human Resources, Lead Tracking, Marketing, Project Management, Resource Tracking, Service Work Order Tracking
Interactive Kanban Board for Dynamics 365
The Interactive Kanban Board by is a powerful Dynamics 365 add-on that enables users to visualize CRM records as Kanban cards for better process management. It provides an intuitive swimlane view of CRM data, making it easier to track progress, manage workflows, and enhance productivity. The solution seamlessly integrates with Dynamics 365 entities, including Accounts, Leads, Activities, Contacts, and more.
Key Features of Interactive Kanban Board
CRM Data Visualization
Gain a comprehensive view of CRM records with an interactive Kanban board. Each lane represents different process stages, providing real-time insights into workflows. Users can visually track the movement of records across various business processes.
Drag and Drop Functionality
Simplify workflow management with drag-and-drop functionality. Users can quickly move records between lanes to update process stages without opening individual records, improving efficiency.
Real-Time Lane Metrics
Automatically calculate and update lane metrics as records move through different process stages. The board dynamically aggregates counts, totals, and averages, offering valuable insights into data distribution.
Customizable Swimlanes and Cards
Tailor the Kanban board to suit business needs. Configure swimlane colors, card designs, and displayed data to create a personalized workflow experience. The board is adaptable for both system and custom entities in Dynamics 365.
Search, Sort, and Filter
Effortlessly locate records within the Kanban board using advanced search, sorting, and filtering options. Users can apply filters based on various criteria and leverage Dynamics 365’s native quick search for refined results.
Workflow Status Awareness
The Kanban board operates within the native Dynamics 365 environment and supports all standard ribbon actions. It responds dynamically to workflow updates and system events, ensuring seamless integration.
Aggregation and Multi-Currency Support
As records move across lanes, the system dynamically aggregates data into counts, totals, and averages. Multi-currency normalization ensures accurate financial insights, reflecting values in the home currency.
Flexible and Customizable Solution
Built using PCF technology, the solution is highly adaptable, supporting both CRM business processes and status reasons. It works across different Dynamics 365 interfaces, including the Unified Interface and standard web view.
Enhance Productivity with Kanban View
The Interactive Kanban Board for Dynamics 365, developed by , simplifies CRM record management, boosts user adoption, and improves business process visibility. Designed for flexibility and ease of use, it helps organizations streamline operations and make informed decisions based on real-time insights.
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