User Review
( votes)Inogic’s Kanban Board for Dynamics 365 CRM has introduced two new features that significantly improve productivity and workflow efficiency: Open Record in a New Window and Row Grouping on Business Process Flow (BPF). These enhancements help users manage tasks more effectively, streamline processes, and stay organized in a fast-paced CRM environment.
Open Record in a New Window for Enhanced Multitasking
The Open Record in a New Window feature allows users to work smarter by opening records in a separate window, enabling easy multitasking.
For example, as a sales rep using Dynamics 365 CRM, you’re managing leads in the Kanban view during a client call. Because of this new update, you can open the client’s record in a separate window to review past interactions while still in the Kanban views
Row Grouping on Business Process Flow (BPF) for Better Organization
Another addition is the Row Grouping on BPF feature, which groups records based on their respective stages in the Business Process Flow.
This visual organization helps users quickly identify where each record is within a process, whether it’s a sales pipeline or a customer service case. Grouping records by their BPF stages enhances visibility, making it easier to track progress, prioritize tasks, and address bottlenecks in real-time.
For example, consider you’re a sales manager tracking multiple deals through your sales pipeline. With the Row Grouping on Business Process Flow (BPF) feature, all deals are automatically grouped by their stage—like Qualify, Propose, or Close. This visual setup helps you quickly identify deals that are in the final stages and require urgent attention, while clearly distinguishing those that are still in the early phases.
By having records neatly organized within the Kanban view, you can instantly see which stage each record is at, leading to improved decision-making and a more streamlined workflow.
To summarize, with the new Open Record in a New Window and Row Grouping on BPF features in Inogic’s Kanban for Dynamics 365 CRM, users can now manage their work more effectively. These features not only simplify multitasking and record management but also provide a clearer overview of processes, enhancing productivity and minimizing confusion.
To start leveraging these features, update your Kanban configuration and experience the boost in efficiency they offer. For more details, feel free to contact Inogic Support!
Start your 15-day free trial today! Get started through the Inogic website or Microsoft AppSource. Want a personalized demo? Email us at crm@inogic.com!
The post Kanban Board for Dynamics 365 CRM with New Multitasking and Process Grouping Features appeared first on CRM Software Blog | Dynamics 365.
