Hello Team,
Could I update the current view in the CRM Kanban card in Opportunities? I have 3 fields (Owner, Est. revenue and Est. close date).
Can I change e.g. 'Est. revenue' and 'Est. close date' to 'Actual revenue' and 'Event End Date'?
The total amount on the top of the board shows the calculation based on 'Est. revenue', can it be changed to show the total of 'Actual revenue'?
Can I do it somehow without buying a plugin? If no, are you planning to increase the functionality of Kanban in the nearest future?
Thank you,
Dimitri
As of now, the native Kanban view functionality for Opportunities in Dynamics 365 Sales is fairly limited in terms of customization. Here’s a breakdown of what you can and cannot do with the Kanban view based on the current out-of-the-box features, as well as potential workarounds and alternative options:
Unfortunately, without using a plugin, you’re limited to the default fields and aggregation options on the Kanban view in Dynamics 365 Sales. If flexibility on the Kanban board is critical to your processes, consider evaluating third-party solutions or using dashboards/Power BI for custom visualizations and calculations.
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