Kanban Board in Microsoft Dynamic 365 CRM: The Ultimate Guide!

Introduction:

Managing tasks and projects can be daunting, especially when you are working on multiple projects simultaneously. It’s essential to have a reliable tool to help you manage your work and ensure that you meet your deadlines.

Are you tired of using plain old lists to keep track of your tasks and projects? Then, Kanban Board app in Microsoft Dynamics 365 CRM is just what you need!

Kanban Board is a data visualization tool that allows you to organize your work visually, making it easier to prioritize, track progress, and identify bottlenecks.

That’s not all! It offers multiple benefits to its users, and in this article, we will discover the top 7 benefits of using Kanban Board in Microsoft Dynamics 365 CRM.

But before that, let’s comprehend the basics! Let’s understand in detail about Kanban Board as an app & how exactly does it work?

What is Kanban Board in Microsoft Dynamic 365 CRM?

Data Visualization App – Kanban Board is Microsoft AppSource preferred app for Microsoft Dynamics 365 CRM that allows you to visualize your data in a more organized and efficient way.

It comes with extended features and advanced understanding to help you visualize your data, better than the default version offered within the CRM.

Simply put, it is a visual task management tool that allows you to manage your tasks and projects resourcefully. It lets you see the progress of your duties and projects in a glimpse.

Let’s Further See in Detail How Kanban Board Works?

Kanban Board uses a card system to represent tasks or cases. Each card represents a task, and you can move the cards between different stages depending on the task’s progress.

The stages can be customized for every Microsoft Dynamic 365 CRM entity to match your workflow. It also lets you create a workflow that suits your team and compliments your business.

With Kanban Board, you can quickly move your tasks between different stages, add new tasks, and assign them to team members.

You can list your tasks or cases on placards and allot titles such as;

• In Progress
• On Hold
• Waiting for details
• Researching
• Problem Solved
• Information Provided

These case titles can be customized as per your requirements. Here’s a screenshot for your reference.

Now that we know what Kanban Board is and how it works, let’s dive into its benefits.

Here Are the Top 7 Benefits of Kanban Board:

1. Enhanced Visibility

Kanban Board offers better visibility so that you can easily organize and categorize records, define entities, view all opportunities, create tasks, and track progress. The app also supports your Business Process Flow (BPF), offering you the liberty to configure property and comfortably lets you work within the Microsoft Dynamic 365 CRM ecosystem.

2. Real-time Updates

Kanban Board provides real-time updates on your tasks. Managers or admins can see the progress of the tasks performed by executives in real time and make adjustments accordingly. So now avoid delays and ensures that tasks are completed on time!

3. Increase Efficiency with Swappable Cards

Kanban Board also increases efficiency by minimizing unnecessary work, such as moving tasks from one stage to another. You can create and swap cards at different stages per your business process. You need to drag one card to another to keep track of your progress as well as identify any bottlenecks in your process.

4. Better Task Prioritization

Another benefit of using Kanban Board is better task prioritization. You can also set priority for the task according to their importance and give them high, low, and normal status. Visualizing tasks on a board lets you see which tasks are the most important and which can be deferred.

5. Mobile Access

Kanban Board is accessible on mobile devices on Dynamic 365 For Phone and Power Apps, you can manage your business process from anywhere at any time. This is quite useful for businesses with remote teams or requiring frequent travel.

6. Improved Customer Service

With Kanban Board you can quickly track customer inquiries and prioritize them according to their urgency. Moreover, with features such as quick activity action, quick search, sort & filter, and global sorting, you can address customer needs at a better pace.

7. Cost-effective

Kanban Board is a cost-effective solution for managing your business process. It has a 15 days’ free trial and does not involve setup fees. Besides, it is customizable per your specific business requirement. Ultimately, it helps you save money and improve your bottom line.

Would you like to experience the above-listed benefits yourself and see how you can manage projects and tasks more proficiently?

Sign Up for A 15 Day Free Trial Now!

Kanban Board in Microsoft Dynamics 365 CRM presents data in a clear, visual format so that you can analyze complex information quicker and make more informed decisions.

To try out Kanban Board, sign up for a 15 days’ free trial now!

If you would like to know more about Kanban Board, you may also check out this video guide, refer online help files or connect with one of the industry experts on crm@inogic.com.

Book a free consultation now!