web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / When will we be able t...
Customer experience | Sales, Customer Insights,...
Answered

When will we be able to use Kanban view on custom business process flows?

(0) ShareShare
ReportReport
Posted on by MattBarker 25

Does anyone know if Micorsoft has plans to expand the kanban view to custom business process flows? Currently it is only available for the OOTB Opportunity Sales Pipeline.

If they're not planning to release it any time soon, does anyone know if these is a quality alternative?

Thank you all so so much.

I have the same question (0)
  • Verified answer
    Ken Hubbard Profile Picture
    Ken Hubbard on at

    Hello,

    I do not see any plans to include this feature in custom business process flows (BPF).  This seems like it would make a great product suggestion. You can make a product suggestion or view existing suggestions here:

    experience.dynamics.com/ideas

    Doing a little searching here myself, I can see there are similar suggestions.

    experience.dynamics.com/.../

    Our product managers review these suggestions regularly when considering new features and product enhancement.

    Thanks,

    Ken Hubbard

    Microsoft Dynamics Support

  • Inogic Profile Picture
    Inogic 703 on at

    Hi Matt,

    Yes, Kanban view is limited to Opportunity and Activity entities and works exclusively with the Opportunity Sales Process; customization for other flows or entities is not possible.

    If you're seeking a robust alternative to Microsoft’s current Kanban view, Inogic’s Kanban Board offers a powerful solution that supports custom Business Process Flows (BPFs) and extends the Kanban functionality beyond just the Opportunity entity.
    Here’s how Inogic’s Kanban Board can serve as a quality alternative:
    1. Custom BPF Support
    Inogic Kanban Board allows you to apply Kanban views to any custom Business Process Flow (BPF). This means you can configure your own custom stages and workflows across different entities, not just for Opportunity.
    2. Multi-Entity Support
    Inogic’s Kanban Board supports multi-entity Business Process Flow. This feature allows you to apply the same BPF across multiple entities, enabling you to track and visualize the progress of records for multiple entities within the same Kanban board.
    3. Highly Configurable
    Users can use Global or Personal Pins to highlight and focus on specific Business Process Flows defined for particular entities, ensuring they can easily view records in the context of relevant stages.
    4. Drag-and-Drop Functionality
    Kanban Board offers drag-and-drop functionality, allowing users to quickly move records between different stages of a Business Process Flow.
    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 137 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 57

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans