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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / cannot find menu to ch...
Customer experience | Sales, Customer Insights,...
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cannot find menu to change visualizations

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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
  • Verified answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    cannot find menu to change visualizations
    Hi,
     
    I'm afraid that's not achievable.
    According to the official documentation.
  • DiePic Profile Picture
    DiePic 448 on at
    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 Profile Picture
    Dengliang Li Microsoft Employee on at
    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
     

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