cannot find menu to change visualizations

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Posted on by DiePic

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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

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Dengliang Li Microsoft Employee on at

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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

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DiePic 448 on at

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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?

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Dengliang Li Microsoft Employee on at

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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

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