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Customer experience | Sales, Customer Insights,...
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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.
  • Verified answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    After qualifying a leads it won't show up in the opportunities kanabn view
    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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