Most CRM users don’t struggle because they lack data—they struggle because that data isn’t easy to act on.
If you’ve ever scrolled endlessly through lists, opened multiple tabs just to track a few deals, or lost sight of which case is waiting for your next action, you already know the problem. Dynamics 365 is powerful, but its traditional list view often feels like trying to manage a live process from a static spreadsheet.
That’s where the Kanban view changes everything. It transforms your CRM into a visual, interactive Kanban Board where tasks, opportunities, or cases flow naturally—like moving cards across a whiteboard. Suddenly, progress becomes visible, priorities clearer, and teamwork effortless.
In this blog post, you will see why businesses using Microsoft Dynamics benefit from adopting the Kanban board online and Kanban view.
What is a Kanban Board?
A Kanban board is a visual workspace (also called a Kanban dashboard or view) where each card represents a piece of work (task, opportunity, case, etc.). These cards move through defined stages: for example, from To Do to In Progress to Done. The idea behind it is to get clarity on how many tasks are in progress, what’s stuck, and what’s ready to move forward.
The concept originated decades ago in post-war Japan, where physical cards were used to efficiently manage inventory and manufacturing flow. But later on, this concept migrated into knowledge work.
Today, professionals across industries, from software teams, project managers, sales teams, and anyone with repeatable workflows, utilize Kanban boards for efficiency. This means instead of physical parts, the cards now represent tasks, leads, or customer cases. This is how the concept started within systems such as Microsoft Dynamics 365, bringing clarity and focus to sales, service, and operational workflows.
Also Read: Simplify Record Numbering in Dynamics 365 with an Advanced Auto-Counter
What is a Kanban View in Microsoft Dynamics 365?
The Kanban View in Microsoft Dynamics 365 turns CRM records through a centralized view—whether they’re leads, cases, opportunities, or tasks—into “cards” that you can drag across lanes. Each lane in Kanban view (swim lanes) reflects a stage or status — like “New → In Progress → Won”—allowing “visual learners” to see at a glance where each record stands in the workflow.
These views have become even more mature over time with enhancements such as:
- Cards are editable right on the board; you don’t always need to open the full form to update a few fields, making quick changes smoother.
- The view is driven by any underlying view or filters. So if you apply a filter (e.g., by region or product), the cards automatically reflect those criteria, keeping things relevant and clean.
- As data volumes grow, the Kanban View handles large datasets more smoothly — records load as you scroll, reducing lag and keeping the board responsive even when you have thousands of cards.
- It supports business process flows (BPFs) and stage-based lanes. This means the Kanban lanes can align with your configured process stages; moving a card from one lane to another can trigger the associated process logic.
- Newer enhancements let you sort lanes by card count: lanes with the most items can appear first (or last), helping you spot bottlenecks or neglected stages more easily.
- There are also advanced lane/row filters and groupings so you can view records by owner, priority, or other attributes in rows and lanes, making it multi-dimensional.
In short, the Kanban View gives your CRM workflows a more fluid, visual, and immediately actionable form. It surfaces where work is piling up, what’s ready to move, and what needs attention—all in the context of your actual process.
Check This: Future-Proof Your Dynamics 365 With Must-Have Add-Ons for 2025
What are the Key Benefits of Using a Kanban View over Traditional List Views in CRM?
The traditional list view in Dynamics 365 has long been the default way to work—rows of data, filters, and grids that show you everything—yet it can feel a bit chaotic. It provides information but not clarity, and real insight often goes overlooked. The Kanban View changes that by turning data into a live visual workflow that’s easier to understand and act on.
Here’s how that shift makes a real difference:
1. Visibility Becomes Instant
In a list view, you know what exists; in a Kanban view (“centralized view”), you see how it moves. Every record is represented as a card that moves across stages, making the flow of work visible at a glance. You can instantly identify bottlenecks, stalled leads, or overloaded stages without running a single report.
2. Action Without Navigation
Kanban allows inline updates. You can drag cards between lanes or make quick edits directly on them—no need to open multiple forms or tabs. That small change eliminates dozens of clicks daily, especially for sales and service teams managing large volumes of records.
3. Focused Workflows, Fewer Distractions
Filters, sorting, and grouping options ensure your Kanban dashboard only shows what matters—by owner, team, region, or priority. Unlike static grids, Kanban Views bring (Click here to read the full post on www.solzit.com)
More Articles by Soluzione
- How to Automate Sharing Reports in Microsoft Dynamics 365?
- Why CRM-Accounting Integration Matters for Fast-Growing Businesses
- Microsoft’s 2025 Release Wave 2: How Copilot & AI are Transforming Dynamics 365 and Power Platform
- How to Make Smarter Business Decisions with AI-Powered Predictive Analytics in Dynamics 365
- How AI Enhanced Customer Relationship Management in Dynamics 365?
- Bring Cross-Entity Data to HTML Templates with Advanced HTML Email Editor in Dynamics 365
- Bridge Finance and Sales with Xero, QuickBooks & MYOB Integration in Dynamics 365 CRM
- What is the Connector for Salesforce in Dynamics 365 Contact Center?
- How ClickDimensions Enhances Marketing Automation in Dynamics 365 CRM?
- Updates in Dynamics 365 CRM in 2025 Release Wave 1?
- 7 Steps to Maximize Personalized Engagement with Dynamics 365
- How to Track Outbound Sales Activity in Microsoft Dynamics 365?
- How to Enhance Field Service Operations with Copilot in Dynamics 365?
- Simplifying Data Management: Seamless Integration of Dynamics 365 CRM with Microsoft Azure#
- How Does Omnichannel in Microsoft Dynamics 365 Revolutionize Customer Experience?
- 24 Top Features of Dynamics 365 Sales to Maximize Productivity
- How Much Should You Customize Microsoft Dynamics 365 CRM for Your Specific Business Needs?
- How Does Microsoft Dynamics 365 Improve the Productivity Compared to Salesforce?
The post Why Should You Use Kanban View in Dynamics 365? appeared first on CRM Software Blog | Dynamics 365.
