Kanban board For Dynamics 365 CRM
If you are a Dynamics 365 CRM user then
you must be knowing the importance of Kanban board. This plays a vital role in
visualizing and managing the work in the best manner. It helps you to Focus on
your business flow, allow your teams to communicate and collaborate with each
other more easily.
If you are having your own Dynamics 365
CRM, then it provides you with the various amazing feature that helps you with
your business processes.
Kanban Board for Dynamics 365 has an amazing
feature that acts as an indicator throughout the application and helps you to
know the exact status of your work. The status of the record is usually
available at the bottom left of your screen. But it is quite a painful task if
you must view the status of the ample amount of records, although you may sort
the record by creating an individual view of it. Then again if you have to
change the status of multiple records it is much more painful and there is no
short-cut for it.
·
Interactive
View: Kanban board provides an interactive horizontal swim lane view of your
business processes or record statuses. Each lane visually depicts work at
various stages of a process using cards. Each stage is uniquely coloured so
that you can users can quickly identify each stage.
·
Drag and
Drop: Now no more long procedures of opening the record and then acting on it,
you can simply drag and drop the records to change the status or process stage
of the record. Calculates the record count in each stage and aggregate values
dynamically on the fly.
·
Flexible and
Customizable: Highly flexible solution that works with both CRM
business process and Status Reason, out of box system entities and custom
entity. It allows you to configure the data you want to view on the Kanban
card. Works for both standard web and new unified interface.
This is not all below are a few links
which can help you find more details and Dynamics CRM add-ons which can help you grow:
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