Most CRM users spend more time seeking listings than monitoring progress. Opportunities, cases, and leads become buried under views and filters, making daily tasks appear unconnected and laborious. To address this, we created a Kanban Board Add-On for Dynamics 365 and Power Platform. It puts your records to life by providing a visual, drag-and-drop board that quickly displays the status of any job, contract, or ticket.
And to demonstrate it in real time, join our forthcoming webinar, where we'll show you how teams can manage data graphically with minimum manual work. You'll learn how a Kanban view replaces static grids with a real-time, dynamic workspace that represents your company workflow precisely as it happens. Every process, whether it's a sales funnel, a customer support queue, or internal project tracking, becomes easier to comprehend, adapt, and implement. We are certain that this one-hour workshop will revolutionize the way your teams operate inside Dynamics 365, decreasing clicks, boosting clarity, and making collaboration easier.
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