Visualize, Prioritize, and Track Tasks with ease – Kanban Board’s New Features for Dynamic 365 CRM!

Imagine a workspace where complex workflows are transformed into a visually intuitive, easily manageable process.

Kanban Board by Inogic offers just that, providing a dynamic way to visualize and manage your Dynamics 365 and Dataverse data. By converting your data into a clear, card-based view, Kanban Boards bring unprecedented clarity and control to your CRM environment.

Survey data shows that 88% of Kanban users see better project visibility, 84% experience improved team collaboration, and 78% benefit from greater flexibility.

In this blog, we’ll dive into three exciting new features that makes this tool an essential asset for modern businesses.

Here’s a glimpse at them:

1. Persona Image

Kanban Board’s Persona Image feature allows users to distinguish team members by displaying the record owner’s image directly on the card.

For example, if a sales lead is assigned to John and he prefers to have his persona image visible, setting the configuration to “Y” will showcase his photo on the Kanban card.

Conversely, if John wants to keep his image private, setting it to “N” will hide it.

This feature provides a customized profile for enhanced team visibility and adds a personal touch to the sales process.

2. Card Colour

The Card Colour functionality provides a visual cue for task prioritization, enabling you to colour-code records based on their urgency.

Imagine you are managing a pool of leads with varying levels of importance:

• Hot Leads: Marked with a Red card to indicate immediate action is needed.
• Warm Leads: Highlighted in Yellow to signify moderate priority.
• Cold Leads: Displayed with a Green card to reflect a lower urgency.

This color-coding system ensures that your team can quickly identify and prioritize tasks, leading to more efficient management and timely follow-ups.

3. Multi-entity Business Process Flow Support

Kanban Board’s Multi-entity Business Process Flow (BPF) Support allows the application of a single BPF across multiple entities, providing a unified view of the sales process.

For example, the “Lead to Opportunities Sales Process” BPF, initially designed for the Lead entity, can also be applied to the Opportunity entity.

This means when a lead is qualified and progresses to an opportunity, the BPF stages will seamlessly update on the Kanban Board.

Lead Qualification

It naturally moves to the next stage in Opportunity.

The same will now be reflected on the Kanban Board:

Firstly, the BPF will start showing as available in the Options-

Kanban Board will show the record underneath an appropriate stage:

This synchronization ensures that users can track the progress and stages of records across different entities without losing sight of the overarching sales process.

By leveraging these features, Kanban Board provides a more organized, visually intuitive way to manage your sales processes, ultimately enhancing productivity and pipeline management.

Ready to transform your task management?

Explore the enhanced Kanban Board features today and experience a new level of efficiency in your CRM workflows.

To fully understand the capabilities of Kanban Board, explore its complete range of features.

Try it out by downloading a 15-day free trial from our website or Microsoft Appsource.

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The post Visualize, Prioritize, and Track Tasks with ease – Kanban Board’s New Features for Dynamic 365 CRM! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.