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The usage of visualization tools in CRM systems has been steadily increasing over the years. Organizations recognize the value of visualizing processes and realize that such tools can help individuals gain insights, improve decision-making, and enhance CRM user experience. Microsoft understands the importance of visualization. And hence, they have from time to time, brought new features and tools to enhance visualization within Dynamics 365. One such feature is Kanban view, natively available in Microsoft Dynamics 365 CRM.
Kanban methodology is a popular project management technique that uses boards, cards, and columns to represent work items and their progress. This methodology can help you improve your productivity, collaboration, and transparency in your CRM operations.
Microsoft Dynamics 365 CRM offers the native Kanban view that allows you to see and manage your records in a card-based layout. However, in case you need an advanced version with enhanced capabilities, then you definitely need to check out Kanban Board by Inogic! Honoured with the preferred badge on Microsoft AppSource, it offers an advanced version of the Kanban view with more features and customization options, and that too within your CRM itself.
In this blog post, we will compare these two options and help you decide which one is the best for your Dynamics 365 CRM needs.
The Native Kanban View
The native Kanban view in Dynamics 365 CRM has the following features:
- User-Friendly Interface: You can easily move cards from one column to another with drag-and-drop functionality, updating the record status automatically.
- Integration with CRM Data: The native Kanban view works with other CRM features, such as accounts, contacts, opportunities, and more. You can switch between different views based on status.
- Customization Options: You can add custom fields, labels, and filters to the Kanban view to suit your specific workflow. However, this is only available for some entities like Opportunities, Cases, and Custom Entities. It also depends on your CRM version and configuration.
- User Adoption Challenges: Since the native Kanban view is integrated with the CRM system, it has limited options for customization.
The Kanban Board by Inogic
The Kanban Board by Inogic for Microsoft Dynamics 365 CRM has the following features:
- Easy to use: You can drag and drop cards to move tasks from one stage to another and update their status.
- Integrated with CRM data: The Kanban Board works with any entity in Dynamics 365 CRM. You can also see the records organized by business process flow stages.
- Customizable: You can customize the fields, categories, colours, icons, filters, actions, etc. of the Kanban Board to suit your workflow. You can also group data by rows based on any field value.
- Visual Flexibility: The Kanban Board has a clear and attractive visual representation of tasks and entities. You can also see numerical values aggregated in lane and row headers.
- Efficient Management of Large Datasets: Kanban Board by Inogic is fast and responsive when handling large datasets. It also supports filtering of data by date amongst other things.
- Simple Configurations: Configuring the Kanban Board to match your unique business processes is simple and quick. It does not require specialized technical skills or resources.
- Regular Updates: The Kanban Board’s updates are frequent, which means you can enjoy the latest features and improvements in technology.
- User Adoption: The Kanban Board’s advanced features could lead to user satisfaction and high adoption rates.
Here’s a comparison table between Inogic’s Kanban Board and the Native Kanban View in Microsoft Dynamics 365 CRM:
| Feature | Inogic’s Kanban Board | Native Kanban View |
| User Interface | Offers a modern and highly customizable user interface. Users can adapt the layout, appearance, and behaviour to their specific needs, enhancing user experience and productivity. | Provides a standard user interface within the CRM environment. While it’s functional, it lacks extensive customization options. |
| Customization Options | Offers extensive customization options, allowing users to tailor the Kanban view to their unique workflow. Users can define card layouts, columns, filters, and more. | Offers limited customization options. Users can add custom fields, labels, and basic filters, but it’s constrained by CRM version and configuration. |
| Drag-and-Drop Functionality | Supports drag-and-drop functionality, making it easy to move cards between columns and update record statuses. | Also supports drag-and-drop functionality, enabling users to transition records across columns with ease. |
| Visual Customization | Highly customizable, including the appearance of cards, columns, and headers. Users can define card colors, icons, and more. | Limited visual customization options, allowing for basic card color coding and layout adjustments. |
| Filter and Search Capabilities | Offers advanced filtering and search options, enabling users to refine the view based on various criteria, enhancing data visibility and accessibility. | Provides basic filtering capabilities, allowing users to sort records by column and status. |
| Card Color Coding | Supports rich card color coding options, allowing users to associate colors with specific record attributes or conditions. | Offers basic card color coding, providing a visual indicator of record status or category. |
| Card Details | Fully customizable card content, including fields, labels, and additional information. Users can tailor card details to display relevant data. | Standard card content with essential information about records. Limited customization of card details. |
| Licensing Cost | Typically requires an additional cost, separate from the CRM licensing fee. Pricing may vary based on usage and subscription terms. | Included in the standard CRM licensing fee, making it a cost-effective choice for users. |
| Support and Updates | Regularly sync with Microsoft’s Release Wave updates, ensuring compatibility with CRM versions and addressing issues. Dedicated support is available from Inogic. | Updates are tied to CRM updates and are supported by Microsoft. Users can rely on Microsoft’s support resources for assistance. |
Conclusion
The native Kanban view and the Kanban Board by Inogic are both useful tools to implement the Kanban method in your Dynamics 365 CRM. However, if you are looking for a more advanced, flexible, and customizable solution, then the Kanban Board by Inogic is the best option for you. It can help you improve your productivity, collaboration, and transparency in your CRM operations.
If you want to try the Kanban Board by Inogic for yourself, you can download it for a free 15-day trial from our Website or Microsoft AppSource! You can also learn more from the online help docs or watch this explainer video,
For any questions, feel free to contact us at crm@inogic.com for all your Dynamics 365 CRM needs.
We hope you found this blog post helpful and informative. Stay tuned for more updates and tips from Inogic!
The post A Comparison of Kanban Board by Inogic and Native Kanban in Dynamics 365 CRM! appeared first on CRM Software Blog | Dynamics 365.
