Kanban Board Swim Lanes in Dynamics 365 CRM – How to use them?

Many businesses know the struggle of dealing with a cluttered CRM system while juggling sales, customer service requests, and follow-ups. As more information piles up, finding what you need feels like hunting for a needle in a haystack. This confusion wastes time, slows down work, and could even cost you sales or leave customers frustrated.

Sounds familiar, right?

A study from McKinsey & Company found that employees spend nearly 20 percent of their time looking for internal information. That’s wasted time that could be better spent with customers or closing deals!

So, how can we organize this chaos?

The answer lies in Kanban Board! Inogic’s Kanban Board makes it easy to organize and track your records in Dynamics 365 CRM by displaying them as cards in rows and lanes. Its Swim Lanes feature is what makes it unique.

Let’s take a closer look at how Swim Lanes can simplify your task management, boost efficiency, and keep you ahead of the game.

What are Swim Lanes?

Swim Lanes is a feature that helps to organize tasks on a Kanban Board by keeping all rows at the same height. This makes the board look tidy and structured. Empty rows are shown as blank spaces, which maintains clarity.

How to Enable Swim Lanes Feature in Kanban Board?

To enable Swim Lanes, simply enter “Yes” in the Entity Config screen as shown in the below image.

After enabling, the rows will appear in equal sizes.

If you want to disable it, enter “No.”

Without the Swim Lanes feature, the cards will not be uniform.

That is how you can configure Swim Lanes in your CRM. Now let’s explore some use cases of Swim Lanes!

Using Swim Lanes in Sales and Customer Support

Swim Lanes make work smoother, especially for sales and customer service teams. Sales teams can group leads by their source (ads, referrals, events) to stay focused and improve their strategy. They also track deals by stages like “Prospecting” or “Negotiation,” helping managers quickly address delays. For customer service, Swim Lanes prioritizes requests by urgency—high, medium, or low, so agents can tackle critical issues first.

Now, let’s dive deeper!

Swim Using Swim Lanes with Other Kanban Features

Swim Lanes, paired with other Kanban board features helps in numerous ways to its users. Here’s a list of features that enhance Swim Lanes, making them even more powerful and useful:

• Business Process Flow (BPF) Support: Organize tasks into stages (like “To Do,” “In Progress,” and “Completed”) and track their progress visually on the Kanban board. Swim Lanes neatly arrange these stages for better visibility and structure.
• Multi-Entity BPF: Manage workflows across areas like Sales, Leads, and Opportunities under a single process. Updates reflect in real-time, and Swim Lanes keeps transitions clear and organized.
• Aggregate Field Values: Summarize important data, such as total hours worked or budgets, directly on the board. Swim Lanes structures this data neatly, offering quick insights for decision-making.
• Advanced Filters: Hide irrelevant tasks by filtering rows or lanes to focus on what matters most. This reduces clutter while Swim Lanes maintains an organized, clean layout.
• Card Customization: Adjust task card sizes to include more or less detail based on your needs. This ensures your board fits your workflow perfectly.

Conclusion

Adding Swim Lanes to your Kanban Board can make managing tasks and customer interactions much easier. They help keep everything organized, clear, and easy to navigate. Using Kanban Board is the way to go while working in Dynamics 365.

Are you ready to organize your CRM with Kanban Board’s Swim Lanes feature?

You can learn more about the Kanban Board and Swim Lanes through our online help docs.

You can start your sign-up for a 15-day free trial on Inogic’s website or Microsoft Appstore.

If you have any doubts or need more information about Kanban Board by Inogic visit our website to learn more or you can contact us at crm@inogic.com

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