Kanban Board or Mind Map view - Unlock Valuable Insights of CRM data with Inogic visualization apps!

MUMBAI, India – November 13, 2021 – Today, it is the age of Big Data. With trillions of data generated every day, the next big question is how to make sense of this data. Apart from data scientists, nobody can interpret and analyze this huge number of decimals. This makes Data Visualization an integral part of business intelligence process for it translates numbers into visual context, thereby making it easier for human mind to grasp the information.

With the advent of technology, there is no lack of Data Visualization tools in the market. Increasingly, companies across the world are taking advantage of these tools to sort through massive amounts of data and for presenting it to stakeholders and business owners in ways that they can understand. Quicker decisions, improved insight on business health, higher productivity are some of the inherent benefits of using these data visualization tools.

Inogic, one of the most experienced Microsoft ISVs for Dynamics 365 CRM and Power Platform, have understood the potential and this need for data visualization to analyze huge amount of customer data in CRM. And to make CRM data more visually appealing and comprehensible, Inogic has introduced two amazing visualization apps – Kanban Board & Map My Relationships - for Dynamics 365 CRM/Dataverse (Power Apps) users.

Kanban Board

Kanban Board is a productivity app that gives CRM users an organized card-based view of Entity records in home grid. CRM records can be organized and rearranged in multiple lanes and rows, thereby enabling easy identification of the current status of the records. Keeping track of user workloads, handling multiple ongoing projects, sorting and filtering data is a cakewalk with this visual tool.

Some of the key highlights of this product are;

  • Easy Configuration across Devices: Kanban Board can be configured for Web, Mobiles and Tablets for unified experience. It is quite easy to switch devices from desktop or laptops to tablets or mobiles. This eliminates the mobility issues that causes hindrance to work while switching from one device to another.
  • Visualize Views: Breaking away from the same old grid view, now you can visualize any Dynamics 365 CRM View as lanes and rows just like in a physical Kanban Board. The lanes and rows in the Kanban Board can be easily categorized as per the field values. You can also organize and categorize records of a given entity in Kanban view as per the Business Process Flow defined for that entity. This proves beneficial for tracking the progress of ongoing business projects.
  • Easy Data Analysis: Analyzing data has become much easier with Kanban Board. Sorting records at global level, filtering data, searching specific records, viewing aggregate values of records in lane or row headers are some of the interesting features of Kanban Board that enables to quickly and swiftly analyze data. 
  • User Friendly: Kanban Board comes with simple and effective features such as drag & drop ability to move cards (records) from one lane to another, creating quick activity records, etc.It works in context of the native Dynamics 365 CRM environment & responds to all native ribbon actions as well as the quick search available for traditional views.

Map My Relationships

Map My Relationships is a productivity app that helps to visualize connections and relationships between CRM records in a mind map view. All the necessary information related to the respective record is made available in a single view thereby negating the need to navigate around CRM searching for various pieces of information. This proves beneficial for decision-makers to take timely actions and be on top of the game without missing a beat.

Some of the key highlights of this product are;

  • 360-degree View of CRM Data: Normal grid view of CRM data is quite difficult to analyze. WithMap My Relationships, you get a 360-degree view of entire Relationships & Connections of Dynamic 365 CRM records. This mind map view of relationships and connections makes it easier to reach information-based decisions in the nick of time.
  • Easy Configuration across Devices: Map My Relationships can be configured for Web, Mobiles and Tablets for unified experience. This allows great mobility and removes restrictions when it comes to usage of various devices. Place, time and device are no hindrance for mapping relationships and connections in Dynamics 365 CRM.
  • Information at a Glance: A quick summary of each record within the relationship map is made available for ready reference. Further, it provides information of associated entity records in N-level relationships and helps to identify different connection roles through use of different color legends. This eliminates the need to dig around for information and saves valuable time.

The future lies in Data Visualization. Data Visualization apps have become integral part of business processes. Efficient, effective and capable apps that offers data visualization capabilities is what you need to succeed in future.

About Inogic:

Inogic: Microsoft Gold Partner and a leading Dynamics 365 CRM ISV since 2007 with exclusive focus on providing innovative apps and services on Dynamics 365 CRM/Power Platform. Its flagship product Maplytics™a 5 star rated Preferred App on Microsoft AppSource, is a market-leading maps integration app for Dynamics 365 CRM and Dataverse. Inogic is renowned for its 15 Microsoft Preferred Productivity Apps on Microsoft AppSource. Be it App Integrations like MailChimp Integration, Subscription and Recurring Billing ManagementQuickBooks Integration, Auto Tax Calculator, streamlining Document Management in Dynamics 365 CRM/CE with Attach2DynamicsSharePoint Security Sync improving productivity with Click2CloneClick2ExportClick2UndoAlerts4DynamicsLead Assignment and Distribution AutomationUser Adoption Monitor or simply visual representation of data using Visualization Apps Kanban BoardMap My Relationships, Inogic has always been a hub of distinct and innovative apps for Dynamics 365 CRM / Dataverse. Contributing to the community, Inogic Blogs are very popular for its regular high-quality tips and tricks on all things Dynamics 365 CRM / Power Platform. To learn more about how Inogic can help you in enhancing your Dynamics 365 CRM user experience, visit https://www.inogic.com/ or contact crm@inogic.com

Vendor

Inogic