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Microsoft Dynamics CRM (Archived)

Kanban board in MS CRM

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Posted on by

Hi 

I want Kanban/progress board in MS CRM. Please help me out.

Thanks

Aashima

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  • Suggested answer
    tw0sh3ds Profile Picture
    5,600 on at

    Why can't you create HTML5 control for that? It's not that hard to implement and there are some examples over the web:

    gojs.net/.../kanban.html

  • Community Member Profile Picture
    on at

    Any other option?

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi,

    you could create a new entity called Kanban and define a Business Process Flow according to your Kanban board.

  • Suggested answer
    ng5356 Profile Picture
    165 on at

    Hi Aashima,

    Not sure if you found a solution but we (Soluzione Team) have recently developed Kanban Board for Dynamics 365 CRM. 

    https://www.solzit.com/kanban-board-for-dynamics-crm/ 

    and https://www.solzit.com/2018/10/11/kanban-board-for-dynamics-365/ 

    Feel free to contact us for more details.

    Regards,

    Nikhil 

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Aashima,

    i know you posted your questions a good while ago, but you should check out this solutions: www.kando-projects.com You can access a test drive from the website, or download a trial from App-Source.

    Best regards

    Chris 

  • Thijs van der Klei Profile Picture
    780 on at

    Hi Aashima, 

    2020 wave 2 contains out of the box a Kanban board for opportunities. 

    https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave1/dynamics365-sales/work-opportunities-kanban-view

    Maybe you can use this functionality.

    Kind regards, 

    Thijs van der Klei

  • Inogic Profile Picture
    748 on at

    Hi,

    Check out our popular data visualization app – Kanban Board – for Dynamics 365 CRM. It is a productivity app to visualize your Dynamics 365 and Dataverse (Power Apps) data in a Kanban View. With the ability to categorize the data into lanes, it helps with a quick review of the records in a card-based view and easily identifies the status of the records. Kanban Board is available as a control that you can configure for any View in Dynamics 365 CE and Dataverse environment. For more info, click here.

    Thanks!

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