Kanban Board Swim Lanes in Dynamics 365 CRM - How to use them?
Inogic's Kanban Board is a tool that helps organize and track records in Dynamics 365 CRM. One of its features, Swim Lanes, allows for the organization of tasks on the board by keeping all rows at the same height. This feature helps to maintain a tidy and structured board, making it easier to find and manage information. Swim Lanes can be enabled by entering "Yes" in the Entity Config screen. It is particularly useful for sales and customer service teams, as it allows for grouping leads by source and tracking deals by stages. Swim Lanes can be paired with other Kanban board features, such as Business Process Flow support and advanced filters, to enhance its functionality. Overall, adding Swim Lanes to the Kanban Board can greatly improve task management and customer interactions in Dynamics 365 CRM.
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