Summary

Microsoft Dynamics 365 CRM has two little used ways of displaying data lists, or views, that might be of interest.

These are the calendar view and the Kanban view.

Calendar view

Any list of data which has a date field can be displayed as items on a calendar.

Think about your Appointments in Outlook – by applying the Calendar view to a set of data, you can view this data against a day, week or month view. This feature is available in the standard CRM on your Activities.

However, would you like to see a calendar showing when Opportunities are due to close? The video below will give you an overview of what is possible.

Kanban view

Another interesting method of displaying your data, in particular the stages or status of your data, is to use the Kanban view. Kanban originates from Agile project management, and it allows you to visually display your data by stages.

An interesting feature of the Kanban view, is that it will also allow you to edit the stage in a drag and drop fashion.

The video below will show this feature as applied to the stages of your Opportunity.

Further Information

If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk

Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is a comprehensive customer relationship management software, used by small medium & enterprise sized businesses, to give you and your team the power to drive sales growth.

Connect your sales, marketing, and service teams with Microsoft Dynamics 365 CRM – breaking down any data silos.

Dynamics 365 CRM offers a choice of role-based CRM modules: sales, marketing, customer service & field service – simply choose which modules are needed for your business.

This progressive technology helps you to:

• Generate insights

• Analyse performance

• Attract new customers

• Retain existing customers

Speak to a member of the GCC team and find out more about Dynamics 365 CRM and Customer Engagement.