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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Kanban View for All Pi...
Microsoft Dynamics CRM (Archived)

Kanban View for All Pipeline as in Salesforce

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Posted on by Subhransu Sahoo 120

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?

kanban.png

https://help.salesforce.com/articleView?id=kanban.htm&type=5

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    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.

  • Subhransu Sahoo Profile Picture
    Subhransu Sahoo 120 on at

    Thanks Ravi. I was thinking if we have something which can be done through business processes. Please view the below link.

    www.youtube.com/watch

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    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.

  • Suggested answer
    ng5356 Profile Picture
    ng5356 165 on at

    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 

  • Subhransu Sahoo Profile Picture
    Subhransu Sahoo 120 on at

    Is it free or has some pricing around it?

  • ng5356 Profile Picture
    ng5356 165 on at

    It is based on subscription based pricing. You can contact us at info@solzit.com for pricing details.

    Regards,

    Nikhil

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