I want to design Kanban View and functionality within Dynamics CRM for All Pipeline. How can I do that as it is designed in Salesforce?
https://help.salesforce.com/articleView?id=kanban.htm&type=5
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I want to design Kanban View and functionality within Dynamics CRM for All Pipeline. How can I do that as it is designed in Salesforce?
https://help.salesforce.com/articleView?id=kanban.htm&type=5
*This post is locked for comments
It is based on subscription based pricing. You can contact us at info@solzit.com for pricing details.
Regards,
Nikhil
Is it free or has some pricing around it?
Hi Subhransu,
We recently release kanaban board for Dynamics CRM. Please checkout the details on www.youtube.com/watch and https://www.solzit.com/kanban-board-for-dynamics-crm/
Regards,
Nikhil
Hi Subhranshu,
OOB business processes (i.e. Business Process Flow) is available for a single record whereas kanban view shows the summary of records.
As I said above, this doesn't exists OOB CRM. The URL you have shared is the third party product which I guess is again on HTML web Resource. And I don't think there is any Dynamics 365 version for this, you can search if your would or you can develop your own.
Hope this helps.
Thanks Ravi. I was thinking if we have something which can be done through business processes. Please view the below link.
Hi Subhransu,
I don't think this is available OOB in Dynamics CRM or even if we have any third party add on for this.
You need to create you own custom HTML web resource to display this. Below is the developer guide for HTML web resource-
docs.microsoft.com/.../webpage-html-web-resources
Hope this helps.
Mohamed Amine Mahmoudi
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