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Understanding complex Dynamics 365 CRM data can feel like navigating through a tangled web. With intricate relationships between records and a multitude of customer data, it’s easy to get lost in the details. To make it easier, we need ways to simplify it. We need clear visuals that show what’s important and how each record is related.
This is where data visualization tools come in. They help turn confusing data into something easy to understand, so you can make better data-based decisions.
Here is your opportunity to explore Kanban Board and Map My Relationships apps. Two popular Dynamics 365 CRM data visualization tools by Inogic.
Join our upcoming webinar to experience how these apps can help you simplify CRM data by visualizing it in Kanban and Mind Map Views.
Master CRM Data Visualization with Mind Maps and Kanban Boards in Dynamics 365!
Wednesday 26th June 2024
3PM AEDT, 11AM CET and 11AM EDT
Key Highlights of the Webinar:
Kanban Board
With Kanban Board app you can visualize Dynamics 365 CRM and Dataverse records in a Kanban view. By visualizing CRM records in a card-based Kanban view, it helps teams quickly identify bottlenecks, prioritize work, and maintain a smooth workflow. This method provides a clear visual representation of sales tasks and their progress within CRM.
Key Features of Kanban Board App:
- Visualize Dynamics 365 CRM views and record data as swim lanes/lanes, i.e., Kanban views.
- View Dynamics 365 CRM Business Process Flows in a Kanban view.
- Analyze tasks based on their status of work or priority level to reduce delivery time.
- Provide a clear and visual representation of the work that needs to be done within the Kanban view.
- Move record cards from one row to another with just a click of a button.
- Show owner persona image on record cards.
- Apply colours to record cards to segregate them based on work priority.
- Use an advanced lane filter to display only the desired lanes on board and skip the remaining ones.
Map My Relationships
Map My Relationships is a visualization tool that allows users to visualize CRM record relationships in a Mind Map view. Users can easily navigate through record relationships of various entities, such as accounts, contacts, opportunities, etc., in a single, unified view directly from the record form. You can also customize Mind Map view based on your needs by using the filtering or grouping capabilities of the app.
Key Features of Map My Relationships App:
- Easy and direct visualization of Dynamics 365 CRM records relationships in a mind map view.
- Seamless integrations with Dynamics 365 CRM and present data in a format that is compatible with Dynamics 365 CRM.
- Multiple customization options exist to create need-specific relationship maps for record relationships.
- Enable users to quickly record any activity for the related records within the mind map view.
- Download Mind Map Relationship View as an image.
Found this helpful? Register here!
Transform raw CRM data with simple visualization apps in Dynamics 365 CRM.
Curious about the Kanban Board and Map My Relationships apps? Try both with a 15-day free trial from our website or Microsoft AppSource.
Watch our demo videos for an in-depth look at Kanban Board and Map My Relationships.
For more details on our Dynamics 365 CRM data visualization tools, email us at crm@inogic.com.
Visualize CRM data effortlessly!
The post Webinar: Master CRM with Mind Maps and Kanban Boards: Smart Visualization Techniques for Dynamics 365! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.
