Interactive Kanban Board Add-On Webinar Details
Title
Interactive Kanban Board Add-On for Microsoft Dynamics 365 CRM
Description
In this webinar, we introduced the Interactive Kanban Board Add-On, designed to simplify how teams manage records inside Dynamics 365. Instead of working through static lists and multiple views, users can visualize their data as an interactive Kanban board—making it easier to track progress, update records, and take action in real time.
With a simple configuration, teams can organize records into stages, move them using drag-and-drop, and edit details directly from the board. This Dynamics 365 add-on addresses the limitations of native Kanban views by supporting any entity, offering flexible configurations, and improving visibility across workflows.
Date & Time
Location
About This Event
The Interactive Kanban Board Add-On is built for teams working in Microsoft Dynamics 365 who struggle with tracking progress across records using traditional grid views. Managing opportunities, cases, or tasks through filters and multiple clicks often slows down decision-making and reduces clarity.
With this add-on, teams can manage their workflows visually—seeing what’s in progress, what’s completed, and what needs attention—all in one place. It brings structure to daily operations without changing how your CRM is already configured.
During the session, we demonstrated how the Kanban Board helps teams work more efficiently by reducing navigation time, improving visibility, and making updates faster. The session was led by Sourav Chatterjee, Director of Business Development at Soluzione, who shared practical insights on how visual workflows improve adoption and productivity in real-world business environments.
In this session, you learned how to:
- Configure a Kanban Board for any entity in Dynamics 365 using simple settings.
- Define lanes based on picklists or business process stages.
- Move records across stages using drag-and-drop while respecting workflow logic.
- Edit record details directly from the Kanban cards without opening forms.
- Use color coding and aggregated values to track priorities and performance.
- Access and manage workflows visually across web, tablet, and mobile devices.
Interactive Kanban Board Webinar Frequently Asked Questions
Yes, we demonstrated how teams can manage data visually with minimal manual effort. You’ll see how a Kanban view replaces static grids with a real-time, interactive workspace that reflects your business workflow exactly as it runs.
Yes, the add-on supports both standard and custom entities, allowing flexible use across different business processes.
It reduces the need to switch between views or open multiple records by providing a single visual workspace where users can track and update progress instantly.
Yes, any changes made on the board are reflected immediately in Dynamics 365 CRM, ensuring data is always up to date.
Yes, a customized walkthrough can be arranged for your team. You can email us at [email protected] or fill out the form our team will get in touch with you as soon as possible.
Organized By
B-52, IT Park Badwai, Bhopal (MP) 462036 IND
Phone:+91-9302-980-560
Email: [email protected]
10, Anson Road # 22-02, International Plaza 079903 SGD
Phone: +65-98-357-694
Email: [email protected]
B-52, IT Park Badwai, Bhopal (MP) 462036 IND
Phone:+91-9302-980-560
Email: [email protected]
