Each card supports defining up to 3 quick activity actions like Appointment, Email, Task, etc. Create Quick Activity Records: With Kanban Board, you can easily define quick activity actions for the records.Here, you can define up to 3 fields which can be numeric, decimal, and floating-point or currency datatype such as Estimated Revenue, Budget Amount, or Exchange Rate. View Aggregate Field Values of records: Kanban Board gives you the ability to calculate specific aggregate field values of records which can be then displayed on both Lane and Row headers.With Kanban Board, you will have the ability to easily organize and categorize records of a given entity in Kanban view as per the Business Process Flow defined for that entity. Organize Records as per Business Process Flow: A Business Process Flow comprises stages that are followed while any transaction goes through various transition phases.It helps you to easily track the progress of various projects assigned to your team as it categorizes the ongoing tasks according to their status – In Progress, On Hold, Waiting for Details, and Researching. Group records in Rows & Lanes for clarity: You can visualize any Dynamics 365 CRM View as lanes and rows just like in a physical Kanban Board.It doesn’t hinder your work and helps you to seamlessly visualize and analyze Dynamics 365 CRM data across devices. You can configure it in Web, Mobile, and Tablet for a unified experience. Unified experience across Web, Mobile, and Tablet: With Kanban Board, you have exclusive access to the cross-compatibility feature in the Kanban View.In short, by implementing Kanban Board in your CRM, you will get the following benefits: To know more about this Microsoft Preferred app, just check out the infographic given below. And with help of new-age data visualization apps, you no longer have to cope with the woes of analyzing rows and rows of raw data.Īmong many such apps available in the market, you will find Kanban Board to be quite a popular app for visualizing Microsoft Dynamics 365 CRM data. This means that visualization has made data analysis way easier than before. 97% of people respond better to visual directions as compared to 68% for text-only directions.
Our brains tend to process visuals 60,000 times faster than text.Visual representation gets 90% more views than text-based information.
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