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Kanban Board - Card-based kanban view for Dynamics 365 & Dataverse (Power Apps)

Kanban Board is a productivity app to visualize your Dynamics 365 and Dataverse (Power Apps) data in a Kanban View. With the ability to categorize the data into lanes it helps with a quick review of the records in a card-based view and easily identify the status of the records. A visual tool to move the records across lanes to quickly update the underlying field values. Apart from this it also allows for quick actions shortcuts to record activities against these without too many clicks. Kanban Board is available as a control that you can configure for any View in Dynamics 365 CE and Dataverse.

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Kanban Board - Card-based kanban view for Dynamics 365 & Dataverse (Power Apps)

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  1. Card-based Kanban view for Dynamics 365 CRM crm@inogic.com

  2. Key Features Row Grouping Support to categorize and group records in row on the basis of selected field value such as priority – High, Normal, Low. BPF Support Support to organize and categorize records of a given entity in Kanban view as per the Business Process Flow defined for that entity Kanban View Visualize any CRM View as lanes in a Kanban View. Ability to configure the fields for defining the categories. Configure Quick Actions Cards can be configured to support creating of activity records like phone call, email, appointment etc. Compact Card View The records in the Kanban View are represented as compact cards. Ability to configure the information displayed in the card Drag and Drop Cards Ability to drag and drop the cards across lanes to quickly update the values of the underlying category field. crm@inogic.com

  3. Key Features Search Support for search through native quick search available for views in CRM Context Aware Perform any action from the ribbon bar by selecting the cards as you would in the traditional view upon selecting a record. Sort and Filter lists Ability to sort the records and filter them by date created. Aggregate Field Values Support to view aggregate field values of records on lane and row headers crm@inogic.com

  4. Available For • SUPPORTED VERSIONS • MICROSOFT DYNAMICS 365 v9.1 onwards • Dataverse (Power Apps) • DEPLOYMENTS • DYNAMICS 365 ONLINE crm@inogic.com

  5. PCF Control crm@inogic.com

  6. Kanban View crm@inogic.com

  7. BPF Support – Pin BPF for Global or Personal use crm@inogic.com

  8. Row Grouping Row Grouping based on Optionset field Row Grouping based on Non-Optionset field crm@inogic.com

  9. Drag and Drop Cards crm@inogic.com

  10. Compact Card View crm@inogic.com

  11. Contextual actions to create activities crm@inogic.com

  12. Context Aware crm@inogic.com

  13. Search Records crm@inogic.com

  14. Sort Cards crm@inogic.com

  15. Aggregate Field Values On Lane Header On Row Header crm@inogic.com

  16. Next Steps • Learn more about Kanban Boardtoday. • Get your free Kanban Board trialfrom Microsoft AppSource or our website! • Email: crm@inogic.com crm@inogic.com

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