Saminogic1131
Uploaded on May 8, 2023
Category
Technology
Kanban Board is a productivity app to visualize your Dynamics 365 and Dataverse (Power Apps) data in a Kanban View. With the ability to categorize the data into lanes it helps with a quick review of the records in a card-based view and easily identify the status of the records. A visual tool to move the records across lanes to quickly update the underlying field values. Apart from this it also allows for quick actions shortcuts to record activities against these without too many clicks. Kanban Board is available as a control that you can configure for any View in Dynamics 365 CE and Dataverse environment.
Category
Technology
Card-based kanban view for Dynamics 365 & Dataverse - Kanban Board
Card-based Kanban
view for Dynamics
365 CRM
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Key Features
Kanban View BPF Support Row Grouping
Visualize any CRM View as lanes in a Support to organize and categorize Support to categorize and group
Kanban View. Ability to configure the records of a given entity in Kanban records in row on the basis of
fields for defining the categories. view as per the Business Process Flow selected field value such as priority –
defined for that entity High, Normal, Low.
Configure Quick Actions Drag and Drop Cards Compact Card View
Cards can be configured to support Ability to drag and drop the cards The records in the Kanban View are
creating of activity records like phone across lanes to quickly update the represented as compact cards. Ability
call, email, appointment etc. values of the underlying category to configure the information
field. displayed in the card
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Key Features
Search Context Aware Sort and Filter lists
Support for search through native Perform any action from the ribbon Ability to sort the records and filter
quick search available for views in bar by selecting the cards as you them by date created.
CRM would in the traditional view upon
selecting a record.
Global Sorting Aggregate Field Values
Sort records at global level in Support to view aggregate field
ascending and descending order values of records on lane and row
based on the field selected. headers
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Available For
SUPPORTED VERSIONS DEPLOYMENTS
• MICROSOFT DYNAMICS 365 • DYNAMICS 365 ONLINE
v9.1 onwards
• Dataverse (Power Apps)
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PCF Control
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Kanban View
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BPF Support – Pin BPF for Global or Personal use
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Row Grouping
Row Grouping
based on Optionset
field
Row Grouping based on Non-
Optionset field
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Drag and Drop Cards
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Compact Card View
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Contextual actions to create activities
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Context Aware
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Search Records
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Sort & Filter Cards (Records)
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Global Sorting
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Aggregate Field Values
On Lane Header
On Row Header
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Next
SLeatrne mpore sabout
Kanban Board today.
Get your free Kanban Board trial
from Microsoft AppSource or
our website!
Email: [email protected]
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