Why Kanban Board by Inogic is preferred for visualizing Dynamics 365 CRM Data and improve efficiency!
CRM systems can be overwhelming to manage, with tasks spread across different departments and reporting on progress can be challenging. Kanban is a task management methodology that can help bring order to the chaos. Microsoft Dynamics 365 CRM has a native Kanban view feature that allows users to visualize activity and opportunity records in a card-based layout. Inogic's Kanban Board App takes this a step further by enabling users to visualize any CRM entity record in a Kanban view. The app allows users to categorize records as cards in lanes, making it easier to review and update the work status of each record. The Kanban Board also offers features such as drag and drop functionality, simplified currency data analysis, and visualization of business process flows.
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