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Kanban Board for opportunity does not load if we add stage to standard Business Process Flow

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Posted on by Rilsina16

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Hi,

I have enabled kanban board on Opportunities, After renaming the stages in the standard BPF " Opportunity to Sales Process", i could load the business process flow.

But when i added a stage, the Kanban board did not load.

Does the feature only work with standard stage count?

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LuHao 40,892 on at

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Hi partner,

I added a stage to the BPF "Opportunity to Sales Process".

But I can successfully use kanban board.

Please refer to this blog to check if you missed something: https://community.dynamics.com/365/b/d365demystified/posts/kanban-view-in-d365-for-sales-2020-wave-1-early-access-feature

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Rilsina16 147 on at

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Hi,

I have a BPF connecting two entities, when i tried to add stage of Opportunity on Opportunity sales process, it worked.

But when i added stage from entity case( i have created a relationship for this entities), it the kanban did not load.

It shows loading but does not go any further. The status based Kanban loads instantly though.

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LuHao 40,892 on at

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Hi partner,

Kanban Board currently only supports Opportunity entity, and does not support the stages of other entities.

I would recommend you share this to Idea.

experience.dynamics.com/ideas

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Inogic 713 on at

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Hi Rilsina,

Dynamics 365 CRM’s native Kanban Board currently only supports “Opportunity to Sales” business process flow.
Additionally, when you add or rename stages in the standard Business Process Flow (BPF), like "Opportunity to Sales Process," the Kanban board may not load properly if it is expecting a specific number of stages. This can happen because the Kanban board is often configured to work with a predefined set of stages, and any changes to the stage count or names may disrupt its ability to render correctly.

Here’s what you can do to solve this:

Verify if there are settings in the Kanban board configuration that specify the stages. Update these settings to include your new stage.

Sometimes, reconfiguring the board from scratch can help it recognize the new stages.

How Inogic's Kanban Board app can help:

Inogic's Kanban Board for Dynamics 365 offers robust features for visualizing CRM records and business process flows in a Kanban view. Here’s how it can help in your scenario:

Dynamic Stage Recognition: Inogic’s Kanban Board dynamically organizes and categorizes records based on the Business Process Flow defined for an entity. This means it can adapt to changes in the BPF stages without manual reconfiguration.

Flexible Configuration: It allows for easy configuration and customization, making it simple to add, remove, or rename stages without affecting the overall functionality.

Visual Transition Tracking: The Kanban view provides a clear visual representation of where each opportunity stands in the sales process, even if the stages are modified.

RealTime Updates: Any changes made to the BPF are reflected in real-time on the Kanban board, ensuring you always have an up-to-date view of your sales pipeline.

Enhanced Usability: The intuitive drag and drop interface makes it easy to move record cards between stages, facilitating better pipeline management and improving user experience.

By using Inogic's Kanban Board, you can ensure that your sales process remains transparent and manageable, even as you customize your stages to better fit your business needs.

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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