After qualifying a leads it won't show up in the opportunities kanabn view

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I'm using the Dynamic 365 sales professional, and as I said in the title when I qualify a lead it won't show up with the qualified opportunities. but if I changed the Kanban View from Business Process Flows to status, or if I changed it to read only grid I can find it.

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Dengliang Li Microsoft Employee on at

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Hi,

This is expected behavior.

For the Kanban view in the Opportunity entity based on the 'Opportunity Sales Process' business process flow.

Only opportunities that use the Opportunity Sales Process type of BPF will be displayed.

According to the official documentation.
Learn the basics of Dynamics 365 Sales | Microsoft Learn

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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Inogic 748 on at

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Hello there,

It seems your issue with qualified leads not appearing in the Opportunities Kanban view has been resolved, but you can check out Kanban Board – a visualization app, for an even smoother experience.
The issue can be easily addressed by ensuring your Business Process Flow (BPF) is configured for both Leads and Opportunities. Once a lead is qualified, it will progress to the appropriate stage within the Opportunities pipeline, and Kanban Board will automatically update the view.
Kanban Board ensures that this transition is smooth and automatically updates the Kanban view.

Thanks,

Sam

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