News and Announcements icon

Dynamics 365 CommunityForums Sales forum cannot find menu to ch...

Sales forum

Answered

cannot find menu to change visualizations

(0) Share

Report

Report

Posted on by DiePic

448

Hi all

I cannot find the option that permit to change vizualization of activities in kanban (highlighted in red) as in this learn (highlighted in blu).
https://learn.microsoft.com/en-us/dynamics365/sales/activity-kanban-view#open-a-kanban-view

I have made all the steps required and it's working on opportunities, but not in activities and it's working only if I expose the entire module Activities on the menu on the left.

thanks for any idea or suggestion that can help to solve

Categories:

Leads or Opportunities

All responses Img

All responses (3)

Answers Img

Answers (1)

Verified answer

Dengliang Li Microsoft Employee on at

Like (1)

Report

cannot find menu to change visualizations

Hi,

I'm afraid that's not achievable.
According to the official documentation.

Add Kanban control to entities to opportunities or activities | Microsoft Learn

Best Regards,
Dengliang Li
DiePic 448 on at

Like (0)

Report

cannot find menu to change visualizations

Hi @Dengliang Li (Dengliang Li ), thanks for the reply
As I wrote, I do everything you suggest in your post.... it works but only if I enter "Activities" in the side menu

I wanted to keep this module unexposed... is there a way?
Suggested answer

Dengliang Li Microsoft Employee on at

Like (0)

Report

cannot find menu to change visualizations

Hi,

Kanban view is a control that needs to be manually added to the Activity entity.
Please refer to my previous reply to a similar question.
https://community.dynamics.com/forums/thread/details/?threadid=47c5b99d-973a-ee11-bdf4-00224827ecaa

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Dengliang Li

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 290,353 Super User 2024 Season 2

#2

Martin Dráb 228,251 Most Valuable Professional

#3

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans