Organized card-based view of Records

Post on 09-Apr-2022

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Transcript of Organized card-based view of Records

Organized card-based

view of Records

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Key Features

Configure Lists & Card

ContentConfigure list and card content based on any field type of a given Entity

Search & FilterEasily search and filter records as per requirement

Perform ActionsPerform actions given on ribbon bar such as Edit, Merge, etc. on selected records and also perform quick actions like create of Email, Task, etc.

Visualize ViewsVisualize systematic card-based views of Entity records on board

Drag & DropDrag and Drop cards(records) from one list to another

Sort ListsSort all the available lists in ascending & descending order

• Show or hide empty lists as per requirement

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Available For

SUPPORTED VERSIONS

• MICROSOFT DYNAMICS 365 v9.x

and above

DEPLOYMENTS

• DYNAMICS 365 ONLINE

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Configure List & Card Content

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Organized Card-based Representation of Records

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Expand/Collapse Record Details

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Drag & Drop Cards(records)

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Perform Actions on selected Records

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Filter Lists through Charts

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Search Records

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Filter Records

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Hide Empty Lists

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Sort Lists in Ascending/Descending Order

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Next Steps

Learn more about Kanban Board today.

Email: crm@inogic.com

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