Why more organizations are visualizing CRM data in Kanban view

December 30 2021

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.

About Sam Kumar

Inogic is a leading Dynamics 365 CRM ISV since 2007 and a Gold Partner with its exclusive focus on providing innovative apps and services on Dynamics 365 CRM and 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.

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