ISV Add-On Product Information

Kanban Board - Card-based kanban view for Dynamics 365

Visualize Dynamics 365 CRM data in Kanban View

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Kanban Board is a Microsoft AppSource Preferred productivity app which helps to visualize Dynamics 365 data in a Kanban View. With its ability to categorize the data into lanes and rows, Kanban Board helps to easily review and identify the status of records. It is a visual tool that enables to move the records across lanes to quickly update the underlying field values. Apart from this it also provides shortcuts to create quick activity records without too many clicks.

Kanban Board is available as a control that you can configure for any View in Dynamics 365 CRM and Dataverse environment.

Some of its key features are as follows:

  • Visualize any Dynamics 365 CRM View as lanes & rows in a Kanban View.
  • Organize records as per various Business Process Flows with the ability to pin the BPF for Global or Personal use.
  • Cards can be configured to support up to 3 quick activity actions.
  • Ability to drag and drop the cards across lanes & rows and also perform quick activity actions.
  • Enable calculation of specific aggregate field values of records which can be then displayed on both Lane and Row headers.
  • Users can configure Kanban Board in Web, Mobile as well as in Tablet for a unified experience.
  • Kanban Board supports search through native quick search available for views in Dynamics 365 CRM.
  • Records in the lanes can be sorted and data can be filtered with view by ‘CreatedOn’ date.

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