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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Kanban View Issue
Customer experience | Sales, Customer Insights,...
Suggested Answer

Kanban View Issue

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Posted on by Soft Trend 110

Please help after applying the new update

snap_5F00_screen_5F00_20200326120713.png

I have the same question (0)
  • LuHao Profile Picture
    LuHao 40,892 on at

    Hi partner,

    Could you provide your D365 version and region?

  • Soft Trend Profile Picture
    Soft Trend 110 on at

    Version 1710 (9.1.0.14755) online

  • Suggested answer
    Soft Trend Profile Picture
    Soft Trend 110 on at

    Egypt, Version 1710 (9.1.0.14755) online.

  • Suggested answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 7,847 Moderator on at

    Try to open the same views through advanced find to identify if the issue with view or rendering on UI

    Advanced Find -> Look For: Appointments, Use Saved View: (All one by one)

    Best regards,

    Daivat V

    Please mark as verified if the answer is helpful.

  • LuHao Profile Picture
    LuHao 40,892 on at

    Hi partner,

    Could you clear the browser or try another browser?

  • Inogic Profile Picture
    Inogic 766 on at
    Hi,
    It seems you're encountering an error after applying the new update to the Kanban view in Dynamics 365. This issue may stem from an integration or configuration mismatch after the update.
    One potential solution is to explore Kanban Board by Inogic, a powerful visualization app. Kanban Board transforms your Dynamics 365 data into dynamic, actionable visuals, simplifying tracking and decision-making. With Kanban Board, you can visualize your data in a clear, lane-and-row format, enabling a quick overview of your records in a card-based view.
    Key Features of Kanban Board:
    • BPF Support: The Kanban Board integrates with your Business Process Flow (BPF), automatically moving records through stages, ensuring smooth transitions and progress tracking.
    • Drag & Drop: Easily move records across lanes and rows with drag and drop, instantly updating field values for faster record management.
    • Quick Activity Actions: Create up to 3 activities (e.g., Email, Phone Calls, Tasks) directly from the Kanban view to stay on top of tasks.
    • Aggregate Field Values: View SUM, MAX, or AVG values on lane and row headers for quick data analysis.
    • Swim Lanes: Use swim lanes for better task organization and consistent row heights, even when collapsed or expanded.
    By using Kanban Board, you can eliminate these issues and make your workflow more efficient, ensuring that your team stays productive and your data is visualized clearly.
    You can install the app from Inogic website or Microsoft AppSource for a 15-day trial to evaluate its features.
    For more information, please contact at crm@inogic.com.
     

    Thanks!

    Sam
    Website: www.inogic.com

     

  • Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 7,847 Moderator on at
    If any of the responses helped resolve your issue, please take a moment to mark the best answer.
     
    This helps others in the community quickly find solutions to similar problems. To do this, simply click the "Does this answer your question?" button on the most helpful response and like the helpful posts. If your issue is still unresolved, feel free to provide more details so the community can assist further!
     
    Thanks for being an active part of the Dynamics 365 Community! 😊
     
    Regards,
    Daivat Vartak

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