Boost Sales Efficiency with Kanban Visualization of Dynamics 365 CRM Records
Learn how to boost sales efficiency with the Kanban Board for Dynamics 365 CRM. This video demonstrates how integrating a Kanban Board can streamline sales pipeline management, improve team efficiency, and enhance communication. The Kanban Board solution offers clarity and control for your sales operations, helping you track tasks, prioritize leads, and maintain a clear overview of your sales process. Key features include presenting tasks and stages as cards in Kanban view, intuitive drag-and-drop task movement, customizable layouts to meet specific workflow needs, visualizing Business Process Flows, and the option to display persona images on record cards. Visit the website or contact crm@inogic.com for more information or a personalized demo.
Video 8m
Login now to access my digest by 365.Training
Learn how my digest works
Features
- Articles, blogs, podcasts, training, and videos
- Quick read TL;DRs for each item
- Advanced filtering to prioritize what you care about
- Quick views to isolate what you are looking for right now
- Save your favorite items
- Share your favorites
- Snooze items you want to revisit when you have more time