If you’re working within Microsoft Dynamics 365 CRM, you know how challenging it can be to manage and monitor data across multiple views, especially when dealing with complex sales pipelines, support cases, or project workflows. Navigating through static record lists and manually updating statuses can slow down productivity and create inefficiencies.
Kanban Board for Dynamics 365 addresses this by offering a structured, visual layer over your CRM data, enabling users to interact with records in real time through a fully configurable Kanban interface. It enhances visibility, streamlines workflows, and allows users to track and manage both OOB and custom entities more efficiently, without the need to switch between multiple views or forms.
Let’s see why Kanban Board is the top choice for data visualization in Dynamics 365 CRM.
What is the Kanban Board for Dynamics 365?
Kanban Board – a Microsoft Certified app by Inogic – transforms your flat Dynamics 365 data into a visually rich, drag-and-drop board. It organizes your records into customizable cards and swim lanes, helping teams easily track sales pipelines, customer service cases, or project tasks.
This app works perfectly with both standard (OOB) and custom CRM entities, integrates seamlessly with Business Process Flows (BPF), and helps you take faster or smarter actions—without flipping between screens.
Who Should Use the Kanban Board?
Here’s the short answer: anyone using Dynamics 365 who wants better data visualization.
But to get more specific:
- Sales Managers & Teams – Visualize and update opportunities across your sales pipeline.
- Customer Support Teams – Track case statuses and ensure issues don’t fall through the cracks.
- Operations Managers – Stay on top of workflow progress without micromanaging.
- Executives – Get an at-a-glance view of high-level progress across teams.
Which Industries benefit the most?
- Tech
- Healthcare
- Finance
- Real Estate
- Retail
- Telecom
- Consulting, and more.
Whether you’re a small business or a global enterprise, if you use Dynamics 365, this solution is made for you.
Why Kanban Works: What is Real-World Perspective?
Before Kanban:
- Struggling to track progress
- Team misalignment
- Too much manual work
- Constant screen switching
After Kanban:
- Visual clarity: See your work and progress at a glance
- Efficiency: Update records with a simple drag-and-drop
- Better decisions: Make informed decisions by seeing what’s completed, what’s in progress, and what needs attention next
- Customization: Show what matters most to you
Q&A Corner: Common Questions Answered
Q1: I already use views in Dynamics 365—why do I need a Kanban Board?
A: Views show lists. Kanban shows progress. It’s the difference between reading rows in Excel and seeing a visual project board.
Q2: Can I use it for custom entities?
A: Absolutely! Whether it’s leads, support tickets, or a custom entity like “Site Inspections,” you can visualize and manage it all on one board.
Q3: What about Business Process Flows (BPF)?
A: You can track each stage of your BPF visually. Move records through each phase and never lose track again.
Q4: What if my team needs different layouts?
A: Every Kanban view is fully customizable—from swim lanes to card fields to layouts.
Q5: Isn’t Kanban too simple for enterprise workflows?
A: Actually, its simplicity is its power. Even large teams love Kanban because it simplifies complexity—without losing control.
Standout Features You’ll Love
- Visualize OOB & Custom Entities
- Custom Swim Lanes for structured views
- Drag-and-Drop Updates
- Display View Columns on cards automatically
- Track Business Process Flow Stages
- Sub-grid Kanban Views for related records in Dynamics 365 CRM
No learning curves. Just better data visibility from Day 1.
What are the key advantages of using Kanban Boards within Dynamics 365 CRM?
- Sales Pipeline Tracking: Watch deals move from “Prospect” to “Won” with visual stages.
- Project Management: Ensure team coordination and maintain consistent project progress.
- Case Resolution: See which tickets are pending, resolved, or escalated.
- Custom Entity Boards: Build a board for anything your business tracks.
- Sub-Grid View Management: Manage related records without switching screens.
Sales Tip by Kanban Board:
Visualize and manage both OOB and custom CRM entity records in a single Kanban view, enabling seamless tracking, quick updates, and an organized workflow—all without switching between multiple records.
Why It Matters?
If you’re using Dynamics 365 and still working through static views or juggling data updates manually, Kanban Board by Inogic is the upgrade you didn’t know you needed. It’s clean, visual, easy to use, and—best of all—it gets your team on the same page, fast.
Ready to See It in Action? Experience it firsthand.
- Start your 15-day free trial – Download Kanban Board from the Inogic Website or find it on Microsoft Appsource.
- To learn more – Visit Inogic Docs or check out our YouTube Video.
- Have a query or want to take a demo? – Write us at crm@inogic.com.
The post Top Questions About Kanban Board in Dynamics 365 CRM – Answered!! appeared first on CRM Software Blog | Dynamics 365.
