Overview
What is Inogic Kanban Board?
Kanban Board is a productivity app to visualize Dynamics 365 CRM data in a Kanban View. Records are categorized and systematically arranged in compact movable cards in multiple lanes and rows for quick review and easy analysis. Further, it helps…
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What is Inogic Kanban Board?
Kanban Board is a productivity app to visualize Dynamics 365 CRM data in a Kanban View. Records are categorized and systematically arranged in compact movable cards in multiple lanes and rows for quick review and easy analysis. Further, it helps to update the underlying field values of records through drag & drop capability and perform quick actions to record activities like Emails, Tasks or Phone Calls in just one click. It is a control that can be configured for any View in Dynamics 365 CRM and CDS environment.
Inogic Kanban Board Features
BI Standard Reporting Features
- Supported: Customizable dashboards
Additional Features
- Supported: Visualize any Dynamics 365 CRM View as lanes & rows in a Kanban View with the ability to configure the fields for defining the categories
- Supported: Organize records as per various Business Process Flows with the ability to pin the BPF for Global or Personal use.
- Supported: Support to view aggregate field values of records on lane and row headers.
- Supported: Ability to drag and drop the cards across lanes & rows to quickly update the values of the underlying category field
- Supported: Cards can be configured to support up to 3 quick activity actions, using which activity records like Email, Phone Call, Task, etc. can be created
- Supported: It works in the context of the native Dynamics 365 CRM environment & responds to all native ribbon actions as well as the quick search available for traditional views.
- Supported: Records in the lanes can be sorted. It also supports filtering of the data in the view by ‘CreatedOn’ date.
- Supported: Sort records at global level in ascending and descending order based on the field selected.
Inogic Kanban Board Screenshots
Inogic Kanban Board Video
In this video you will get in-depth information about Kanban Board – A productivity control for Dataverse (Power Apps) & Dynamics 365 CRM that enables to visualize data in Kanban View.
Inogic Kanban Board Competitors
- Tray.io
- Microsoft Dynamics 365
- Soluzione
Inogic Kanban Board Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | All |