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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Kanban view for 'Oppor...
Customer experience | Sales, Customer Insights,...
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Kanban view for 'Opportunities' is not showing the 'Lead to Opportunity' BPF

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Posted on by HC-16032012-0 16
Hello,
 
I am using the Lead to Opportunity BPF for both Lead and Opportunity. I also deactivated the Opportunity Sales Process BPF.
However, when I switch to Kanban view, it shows the Opportunity Sales Process flow instead of the Lead to Opportunity flow.
Is there any way to work around this?
 
 
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  • Verified answer
    NTD Profile Picture
    NTD 20 on at
    Kanban view for 'Opportunities' is not showing the 'Lead to Opportunity' BPF
    Hi, 
    I have faced this issue which is a limitation of the Kaban view on Opportunity entity.
    Form the MS link: Work with opportunities in the Kanban view | Microsoft Learn - the Kaban view is only available for the Opportunity sales process (or Sales process - new name) business process flow. You just only edit the stage of this process which will be reflected in the Kaban view.
     
    Hoping well,
    --
     
     

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