Convert your CRM Records into Kanban Cards
Interactive Kanban Board Add-on for Dynamics 365 CRM offers you an intuitive Kanban view of all your CRM Records across entities and business processes. This add-on is not only visually appealing but provides insights into your organizational workflows. This increases Dynamics CRM adoption and boosts productivity by adding Kanban view for your processes.
This add-on has features like lane metrics which get automatically recalculated as records move from one lane to the next. The records can be moved by a simple drag and drop. In addition, you also get different color schemes for the Kanban swimlanes and cards. Interactive Kanban Board for Dynamics CRM developed by Soluzione gives you the ability to enable the Kanban view on all entities. These entities can be Account, leads, activities, contacts, and more.
The Interactive Kanban board provides a swimlane view of your business processes or record statuses. Each lane visually depicts work at various stages of a process using cards. Each stage is uniquely colored so that you can users can quickly identify each stage.
Now no more long procedures of opening the record and then acting on it, you can simply drag and drop the records to change the status or process stage of the record. It auto Calculates the record count in each stage and aggregate values dynamically on the fly.
Highly flexible PCF based solution that works with both CRM business process and Status Reason, out of box system entities and custom entities. It allows you to configure the data you want to view on the Kanban card. Works for both standard web and new unified interface.
As cards move from one stage/lane to another, the values from the cards are aggregated in Realtime into Counts, totals, and averages for each lane with the flexibility to normalize multi-currencies to reflect value in home currency.
It works in context of the native Dynamics 365 CRM environment & responds to all native ribbon actions as well as the quick search available for traditional views.
Records in the lanes can be sorted. It supports filtering of the data in the view by various criteria and searching as well through native quick search available for views in Dynamics 365 CRM.
D365 Kanban Board FAQ
Kanban is a Japanese word that means visual signal. A kanban board basically makes your work visible because if when you work on services or technology there are times when your work is invisible and intangible. This tool allows you to manage tasks and workflows on a digital board which is presented in the form of columns and cards. Tasks are represented as cards, and the columns are used to organize those tasks by the current stage of development they are in.
Soluzione KANBAN BOARD has various amazing feature that acts as an indicator throughout the application and helps you to know the exact status of your work.
The status of the record is usually available at the bottom left of your screen. But it is quite a painful task if you have to view the status of the ample amount of records, although you may sort the record by creating an individual view of it. Then again if you have to change the status of multiple records it is much more painful and there is no short-cut for it.
You can contact us for the same at [email protected]. The solution can only be installed by Microsoft Dynamics CRM administrators or by users with administrative privileges for Microsoft Dynamics CRM.
The solution is not version-specific. It will work with all the versions of Dynamics CRM.
Yes, it works with both the versions of Microsoft Dynamics CRM On-premise as well Online.
CRM Organization Id uniquely identifies your CRM instance. Normally the CRM organization id will be automatically detected and pre-filled. E.g. it will look like “F9168C5E-CEB2-4faa-B6BF-329BF39FA1E4”. You can also locate this manually in your CRM instance by navigating to Settings->Customizations – > Developer Resource. ID will be the unique organization identifier.
Figure: Navigate to Developer Resources
Figure: Locate Organization ID
You can enable Kanban view in dynamics 365 using our add-on Kanban Board. The configuration of the Kanban Board for D365 is quite simple. You can configure Kanban Board Control in your Dynamics 365 for the system as well as custom entities with just a few clicks.
There is no functional difference between the free trial edition and paid edition. The only difference is free trial will expire after one month from the date of activation.
You can Configure Kanban Board for Dynamics CRM just by following the instructions listed on the link: https://stg.solzit.com/kanban-board-for-dynamics-365/
Here you will find complete information about the record with various colors that signifies the different status of the records in the Opportunity Entity.