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The New Year is the perfect time to set fresh goals. For sales teams, a top priority should be optimizing workflows and achieving clear visibility into the sales pipeline—because disorganization hinders success.
Good news! Data Visualization Tools like Kanban Board and Map My Relationships for Microsoft Dynamics 365 CRM are here to help you streamline processes, track deals effortlessly, and boost team collaboration.
Ready to make 2025 your best year yet? Let’s transform your sales game!
Kanban Board: A Visual Game Changer for Your Sales Pipeline
Start the year with a clear and organized sales pipeline. The Kanban Board for Dynamics 365 CRM is here to make that happen—and it’s a total game changer!
Here’s why:
- Business Process Flow (BPF) Support: Categorize records based on your Business Process Flow stages.
- Row Grouping: Group records by any field value, such as priority—High, Normal, Low.
- Kanban Visualization of Views: Visualize Dynamics 365 CRM views and data as lanes in a Kanban view for quick access and understanding.
- Drag and Drop: Easily update records by dragging and dropping them between lanes and rows.
- Quick Activity Actions: Define up to 3 quick actions (e.g., create tasks, calls) for records directly from the Kanban view.
- Aggregate Field Values: Display aggregate values for specific fields, such as sums or averages, in lane and row headers.
- Persona Image: Enable record owner images to add a personal touch to your Kanban board.
- Card Color-Coding: Customize the colors of cards to indicate priority levels (e.g., red for hot leads, yellow for warm leads).
By organizing your sales pipeline into visual lanes and rows, Kanban Boards ensure that you and your team stay focused, prioritize effectively, and act quickly. Make sure to embrace this visual tool to drive productivity and clarity!
Let Kanban lead the way!
Map My Relationships: Unlocking Deeper Connections in CRM
Navigating through complex record relationships and connections in Microsoft Dynamics 365 CRM can be tricky. That’s where Map My Relationships comes in, offering a clear Mind Map view to understand Dynamics 365 CRM record relationships.
Here’s how this mind mapping software for CRM transforms the game:
- 360-Degree View: View all important data of a record in one comprehensive view for faster decision-making.
- Auto-Expand Nodes: Automatically expand relationships up to N:N level when loading the map.
- Display Images: Customize and use images to identify your CRM records, making it easier to recognize and act.
- Perform Quick Actions: Create activities such as emails, calls, or appointments directly from the map without switching screens.
- Grouping & Aggregation: View aggregate values of your records for analysis from the Mind Map view, without the need for creating rollup fields.
- Color-Coded Connection Roles: Assign different colors to various connection roles for a clearer visual distinction.
- Filter Records: Apply filters to refine and view the most relevant relationships for your needs.
- Spider View: See how entities are interconnected with a visual spider diagram, reducing clutter and providing clarity.
With Map My Relationships, you get a visual, intuitive understanding of how your records and relationships are interconnected. This helps your sales and service teams focus on the most valuable connections and maximize their impact.
Conclusion:
New year, new solutions, new you! Ready to leave chaos behind and step into 2025 with a sales strategy that actually works? Kanban Board and Map My Relationships for Microsoft Dynamics 365 CRM are here to make your sales pipeline smooth, clear, and way more efficient.
Whether it’s managing deals or making sense of complex record relationships, these tools give you full visibility to make better moves, faster.
So, are you in?
Try it out by downloading a 15-day free trial from our Website or Microsoft Appsource.
The post Top Dynamics 365 CRM Data Visualization Tools for 2025! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.
