How Kanban, Hierarchy Control & Mind Map Views Simplify Visual Planning in Dynamics 365 CRM

Using Dynamics 365 CRM should feel like productivity, not paperwork. But for most users, it’s the opposite.

You open a record. Click. Scroll. Update. Click again. Repeat.

You’re either jumping between endless tabs to check record status or squinting at flat views, trying to make sense of how contacts, accounts, and deals are even connected.

Sound familiar?

And more importantly, you don’t have to live like this anymore.

In this blog, we’re diving into:

• What CRM users struggle with daily
• How to visualize records in Dynamics 365 CRM
• Best CRM relationship map tools for the sales team to fix those problems
• A real-world use case that shows the apps in action

Let’s simplify all of that.

The CRM Visual Toolkit You Must Have

Kanban Board and Map My Relationships by Inogic — two visualization apps that flip the way you view, manage, and act on CRM data.

They’re impact-driven on their own. But together, they create a seamless visual workflow that saves time, removes guesswork, and makes CRM feel intuitive again.

Kanban Board for Dynamics 365 CRM

“I want to see where each deal stands.”

Now you can—with drag-and-drop simplicity.

What Kanban Board Offers:

• Turns your CRM views into visual boards
• Use swim lanes to group records by stage, priority, or owner
• Drag-and-drop to move records through stages (like a sales pipeline or case resolution process)
• Add activities (calls, tasks, appointments) right from the cards
• Color code and group rows for better visual alignment
• Instantly see totals and summaries in each lane

No more spreadsheets. No more clicking 5 times to see a record’s status. Just clean, visual, real-time management.

Map My Relationships in Dynamics 365 CRM

“I need to understand how these records are connected.”

You’ll never ask that again.

What Map My Relationship Offers:

• Builds an interactive 360° map of related records
• Shows hierarchical control view of parent-child connections in a tree format
• Visualizes N:N and custom relationships
• Lets you email, call, or create tasks right from the map
• Color codes roles so you know who’s who at a glance
• Filters views by relationship types or entities

Whether you’re a salesperson, support rep, or manager, it gives you the complete picture without switching screens.

Together, They Transform Your CRM

Here’s how Kanban Board + Map My Relationships complement each other perfectly:

 You go from:

“Where is this record? Who’s involved? What’s next?”

To:
“Ah, there it is. Done in one click.”

How Sales Managers Visualize CRM Data

Let’s say you’re Alex, a Sales Manager juggling 40+ opportunities across regions.

• With Kanban Board, he can track each opportunity by sales stage using drag-and-drop lanes. High-priority deals are tagged in red. Team tasks are added right from the card.
• With Map My Relationships, he pulls up any opportunity and instantly sees the account, key contacts, past emails, open tickets—everything tied to that record and their associate record through mind map view and hierarchy control in Dynamics 365 CRM.
• You spot a missing stakeholder, add them from the map, and assign a follow-up task in seconds.

What used to take 10 clicks, 3 tabs, and a headache?

Now takes one clean view—and two smart apps.

Try the Visual CRM Combo

Whether you’re in Sales, Service, or Admin roles, this combo delivers what traditional views simply can’t:

Faster actions
Better visibility
Smarter decision-making
More time for what matters

Want to see how these apps enhance your Dynamics 365 CRM Visualization?

Join our exclusive webinar to explore easy and powerful ways to visualize your CRM data — and boost decision-making and sales performance.

Secure your spot—register today!

Busy? Register anyway — we’ll send the recording straight to your inbox!

To Wrap Up,

Dynamics 365 CRM is powerful, but only if you can actually see what’s going on.

With Kanban Board and Map My Relationships, you turn your cluttered CRM into a visual workspace that flows.

Stop clicking. Start seeing.
And let your CRM finally work for you.

Curious to test it out first?

Grab your free 15-day trial of Kanban Board and Map My Relationship from our website or Microsoft AppSource.

Have a question? Feel free to mail us at crm@inogic.com to get a personalized demo of the apps.

The post How Kanban, Hierarchy Control & Mind Map Views Simplify Visual Planning in Dynamics 365 CRM appeared first on CRM Software Blog | Dynamics 365.