Kanban Schedule Board

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Posted on by Ervin_899

I've a issue with some of my user account that their Kanban Schedule Board does not show all of the planned/completed Kanban job, while other does refer below image.

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WillWU 22,361 on at

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RE: Kanban Schedule Board

Hi Ervin,

Do you assign these users the appropriate role with that privilege.

Please check it.

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Ervin Lew 10 on at

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RE: Kanban Schedule Board

I have assign system administrator for the user.. but it is still not showing the kanban details in full

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Inogic 653 on at

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Kanban Schedule Board

Hi Ervin,

Here are some suggestions to troubleshoot the Kanban Schedule Board issue in Dynamics 365 CRM:

Confirm that affected users have the necessary security roles assigned to access all Kanban Board data.

Check if there are any custom views applied to the Kanban Board. Ensure these views aren't filtering out planned or completed jobs unintentionally.

Once you've verified these settings and the issue persists, consider exploring Inogic's Kanban Board app for Dynamics 365 CRM. Kanban Board is a Microsoft preferred solution for visualizing your Dynamics 365 and Dataverse (Power Apps) data in a Kanban view. It categorizes data into lanes, making it easier to see and manage records in a card format. You can drag and drop records to update their status quickly.

Here’s how Kanban Board can help you ensure comprehensive visibility of all planned and completed jobs in Dynamics 365.

Enhanced Visualization: Inogic's Kanban Board provides a visual representation of your Dynamics 365 and Dataverse data, allowing you to categorize records into customizable lanes. This makes it easier to spot and manage planned and completed jobs in a card based view.

DragandDrop Functionality: You can effortlessly move records between lanes to update their work status or field values. This ensures that you have realtime visibility into the progress of each job, directly within your CRM environment.

Streamlined User Experience: The Kanban Board offers quick shortcuts for recording activities such as phone calls, emails, appointments, reducing the number of clicks required to update or manage jobs. This streamlines your workflow and enhances productivity across your team.

There is much more to Kanban Board’s amazing features.

If you are interested in trying the app for better visualizing CRM data within Kanban View, then you can get it for a 15 day free trial from our Website or Microsoft AppSource.

Thanks,

Sam

Email: crm@inogic.com

Website: www.inogic.com

Blog: www.inogic.com/blog

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