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Visualization makes it quicker and easier to understand any given data. The human brain captures visual information faster than text. In this fast paced world, where decisions needs to be made quickly, it becomes necessary to minimize the time spent on reading reports or sitting in meetings for status updates. With visual representation, information can be quickly grasped and communicated.
For this very purpose, Inogic developed Kanban Board for PowerApps & Dynamics 365 CRM users to help them to visualize data in a Kanban View.
Kanban Board is a productivity app that enables organized card-based view of PowerApps/Dynamics 365 CRM Entity records in home grid. It provides data clarity through systematic visual representation of PowerApps/Dynamics 365 CRM entity records. With the ability to categorize the data into lanes it helps with a quick review of the records in a card-based view and easily identify the status of the records. A visual tool to move the records across lanes to quickly update the underlying field values. Apart from this it also allows for quick actions shortcuts to record activities against these without too many clicks.
The visual nature of Kanban Board allows users to easily see and communicate the status of the work. Mapping out the flow of work using Kanban Board provides visiblity and insight into many aspects of ongoing work undertaken by the users. This in turn increases productivity of Dynamics 365 CRM & PowerApps users.
Now, lets have a look into some of the key features of Kanban Board productivity app.
Visualize any PowerApps/Dynamics 365 CRM View as lanes in a Kanban View on web, mobile or tablet client
Easy Configuration
Configure fields to define lanes into different categories
Compact Card Visualization
View records as compact cards with the ability to configure the data displayed in the cards
Ability to drag and drop the cards across lanes to quickly update the values of the underlying category field
Cards can be configured to support up to 3 quick activity actions, using which activity records like Email, Phone Call, Task, etc. can be created
It works in context of the native Dynamics 365 CRM environment and responds to all native ribbon actions available for traditional views
Support for search through native quick search available for views in PowerApps/Dynamics 365 CRM
Ability to sort the records in lanes. It also supports filtering of the data in the view by ‘CreatedOn’ date
Thus, with these features Kanban boards provides at-a-glance visibility of the status of the work, helps to communicate information easily and improves efficiency of Dynamics 365 CRM & PowerApps users.
Download and explore Kanban Board from our website for a trial period of 15 days.
Feel free to mail us at crm@inogic.com for a quick personal demo, feedback or suggestions.
