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Kanban Board in Wave 1

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Posted on by CooksterC

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HI all

I have implemented the Kanban board feature and I know it is preview etc but is it right that you can only use & update the process flow that is the default one?

I have a customer who is using a split process and has left the original (good practice) and created their own. This process is not appearing as the kanban columns but if they change the original process, which is deactivated, it updates the kanban view.

Anyone else seen this?

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LuHao 40,892 on at

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Hi Carl,

Yes, Kanban View is currently only applicable to Opportunity's default BPF (Opportunity Sales Process).

This is a new feature just released, naturally it has many limitations and deficiencies.

You can share your suggestions in Idea.

experience.dynamics.com/ideas

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SErf 659 on at

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Is it possible to customize the custom control on Code-Level? So do we get the code from smoewhere?

And for us it only seems to work for Opportunities and Activities? So we cannot use it for any other entity?

If that is the case, it is honestly ridiculous.

There are other paid Kanban solutions which seem to be better, but one would think that Microsoft would be able to develop a generic custom control..

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CooksterC 146 on at

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Thanks for quick response Lu, have added an idea

experience.dynamics.com/.../

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Inogic 682 on at

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Hi,

It seems like you have encountered a challenge with the Kanban board feature, specifically regarding custom process flows. Don't worry; you're not alone in facing this issue. Many users have come across similar situations.

Inogic offers an excellent solution to address this concern and make your Kanban board experience more flexible and user-friendly in Microsoft Dynamics 365 CRM. Inogic’s Kanban Board is designed to empower you with the ability to use and update custom process flows, giving you greater control over your workflow management.

The native Kanban view in Dynamics 365 CRM offers a user-friendly interface, integration with CRM data, and some customization options. In contrast, Inogic's Kanban Board provides advanced customization capabilities, seamless integration, context-aware functionality, and efficient drag-and-drop actions.

So, say goodbye to limitations and hello to a more flexible and powerful tool for your organization. Feel free to reach out to us on crm@inogic.com to book demo!
For more information on Inogic's Kanban Board or to get a 15-days-free trial visit our website and revolutionize your workflow management today!

Thanks!

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