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Kanban Board is a productivity app to visualize your Dynamics 365 and PowerApps data in a Kanban View. Records are categorized and systematically arranged in compact movable cards in multiple lanes and rows for quick review and easy analysis. Further, it helps to update the underlying field values of records through easy drag & drop capability and perform quick actions to record activities like Email, Task or Phone Call in just one click. It is a control that can be configured for any View in Dynamics 365 CRM and CDS environment.

Features:

1. Visualize Views: Visualize any Dynamics 365 CRM View as lanes & rows in a Kanban View with the ability to configure the fields for defining the categories
2. Business Process Flow: Organize records as per various Business Process Flows with the ability to pin the BPF for Global or Personal use.
3. Drag & Drop: Ability to drag and drop the cards across lanes & rows to quickly update the values of the underlying category field
4. Quick Actions: Cards can be configured to support up to 3 quick activity actions, using which activity records like Email, Phone Call, Task, etc. can be created
5. Context aware: It works in the context of the native Dynamics 365 CRM environment & responds to all native ribbon actions as well as the quick search available for traditional views.
6. Search: Support for search through native quick search available for views in Dynamics 365 CRM.
7. Sort & Filter Lane: Records in the lanes can be sorted. It also supports filtering of the data in the view by ‘CreatedOn’ date.
8. Configuration: Control can be configured for Unified, Mobile and Tablet experience.


Supported Platforms
Windows
Microsoft 365
Power Platform
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Benefit #1

Visualize any CRM View as lanes as in a Kanban View

Benefit #2

The Kanban Board enables the calculation of specific aggregate field values of records which can be then displayed on both Lane and Row headers.

Benefit #3

Kanban Board enables users to organize and categorize records of a given entity in Kanban view as per the Business Process Flow defined for that entity.

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