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Why more organizations are visualizing CRM data in Kanban view

by Sam Kumar
VP | Dynamics 365 | Power Platform, Inogic

Industries across the world today use data visualization tools to transform the raw and unorganized information into something which is useful and easy to understand. Why? Because the human brain is not well equipped to interpret and analyze raw data.

By the estimates of some researchers, humans process visuals 60,000 times faster than text or numbers. Perhaps it helps explain why global movie industry in raking in billions! So it is not a surprise that data visualization has now become an integral part of analysing and improving business process in organizations. Visualization tools help businesses to recognize patterns and trends more quickly, simply because it presented analysts and executives with a graphical representation of their processes.

A variety of apps can help a Microsoft Dynamics 365 CRM customer with data visualization. But recently, apps providing Kanban view of Dynamics 365 data have become quite popular among professionals. 'Kanban' is a Japanese term which means 'visual signal'. It is also a visual scheduling system implemented by Toyota to manage their production system.

In the context of CRM, a virtual Kanban board can help to better understand customer-related processes, track the progress of various projects, and gain an overview of the workload in terms of tasks and workflows. A Kanban app will replace the grid views in CRM with Kanban views. All the records in a particular view, let’s say ‘All Cases’ will be systematically arranged in multiple lanes under the following categories – In Progress, On Hold, Waiting for details, Researching, etc. As per the current status, the records will be displayed as movable cards in these lanes. This arrangement would give instant clarity about workflows and pending tasks in CRM.

Let's examine some points to keep in mind while selecting your favourite Kanban app.

Easy Configuration across Devices

Look for apps that can be configured for web, mobile, and tablet interfaces for a unified experience. Ease of switching devices eliminates the mobility issues that causes hindrance to real world work conditions.

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About Sam Kumar

Inogic is one the leading Microsoft Gold ISV Partners with an exclusive focus on providing innovative apps and development services on Dynamics 365 CRM/Power Platform. Its flagship Dynamics 365 CRM maps integration app Maplytics™, a 5-star rated Preferred App on Microsoft AppSource, is changing the way locational intelligence is leveraged with features like Radius Search, Territory Management, Route Optimization, Auto-scheduling, et al.

Inogic is renowned for its 15+ Microsoft Preferred Co-sell ready Productivity Apps on Microsoft AppSource. From the latest WhatsApp Business integration with Dynamics 365 CRM, Document Management in Dynamics 365 CRM/CE with Attach2Dynamics and SharePoint Security Sync, Sales enablement using Lead Assignment and Distribution Automation, Alerts4Dynamics, and Business Process Checklist, improving productivity with Click2Clone, Click2Export, and Undo2Restore, user adoption and motivation with User Adoption Monitor and Gamifics365, popular Visualization Apps Kanban Board, Map My Relationships and Integrations like MailChimp Integration, Subscription & Recurring Billing Management, to QuickBooks ...

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