Kanban, which means “signboard” in Japanese, is a visualization system used to keep track of work. This method of visualizing data uses a tool called the Kanban board to display work data in a Kanban view using various visual components. like columns, rows, cards, etc.
Initially, physical Kanban boards were used in the manufacturing sector, notably by Toyota, to visualize and streamline the workflow and to get a hold of the potential bottlenecks. Due to its visualization capabilities today, many IT companies have adopted the use of digital Kanban boards to fulfil their agile project management needs.
If you are looking for a Kanban board integration for your Microsoft Dynamics 365 CRM, then you have arrived at the right place. Keep reading to know more about its features, but first, let’s go through some basics.
What is the Kanban view?
Kanban View is a well-known Lean workflow management methodology for outlining, controlling, and optimizing workflow. It enables you to visualize your tasks, increase productivity, limit work in progress, and continuously maintain efficiency at work.
Everything is visualized on a Kanban board, enabling you to manage even the most complicated projects in a single framework while optimizing work delivery across departments.
What is a Kanban Board?
Kanban board, also known as agile task board, is a data and workflow visualization tool that agile teams use for project management.
When it comes to your CRM data, the Kanban board helps you visualize your Dynamics 365 CRM data in a Kanban view using visual elements such as movable cards, lanes, rows, and columns. With these features, you can ensure that your work processes are transparent and optimized to help you complete your work more efficiently while also limiting the amount of work in progress.
What is the process for enabling the Kanban view in Microsoft Dynamics 365 CRM?
Users can enable Kanban view in Dynamics 365 CRM by installing Kanban board productivity app from our website or Microsoft AppSource. The installation and configuration process guides are available on our docs site.
The Kanban board allows you to configure and customize the features available in the app to help you design a Kanban view for your specific needs.
See it in action..
Kanban Board offers a systematic, card-based view of entity records in the home grid. Records are categorized and organized into multiple lanes with compact movable cards for ease of review and analysis, allowing them to be easily updated by simply switching lanes.
Furthermore, it also makes creating quick activity records like emails, tasks, or phone calls just a matter of a few clicks, any view in Dataverse and Dynamics 365 CRM can be configured with this control.
Features of Kanban board:
1. Visualize CRM in Kanban view: Unlike the traditional grid view, you can visualize any Dynamics 365 CRM view into lanes and rows according to the unique value options available for the fields.
2. Business Process Flow (BPF): Allows users to organize records according to various business process flows.
3. Aggregate Field Values: Displays the record’s aggregate field values on lane and row headers.
4. Drag & Drop Cards: Quickly update underlying category field values by dragging and dropping cards across lanes and rows.
5. Quick Actions: Card configuration can allow up to 3 quick activity actions, using which email, phone calls, tasks, and more such quick activity records can be created.
6. Context-aware: This feature works according to Dynamics 365 CRM’s native environment and responds to all native ribbon actions and quick searches.
7. Quick Search Support: Kanban board supports the search through an inbuilt quick search available for views in Dynamics 365 CRM.
8. Sort & Filter Lane: It supports the sorting and filtering of records in the lanes.
9. Global Sorting: Sort records based on selected fields in ascending and descending order.
10. Multiple device configurations: A unified experience can be achieved by configuring control for Web, Mobile, and Tablet so switching devices won’t be a hassle anymore.
Conclusion:
We live in an era where data visualization is becoming increasingly important. An effective data visualization tool integrated into your CRM will exponentially increase your productivity in business processes.
Kanban Board is a Microsoft AppSource 5-star rated preferred productivity app. Give it a try by exploring these amazing features for a free trial period of 15 days.
If you are looking for a visualization tool that can create a mind map view of your Microsoft Dynamics 365 CRM data, Map My Relationship is what you need.
So, pick your best, Kanban Board or Map My Relationships. Feel free to contact us at crm@inogic.com for more information on any of these or a personalized demo as per your specific requirements.
