Kanban view in D365 Sales | 2020 Wave 1 Early Access Feature

Kanban View in D365 is another desired feature for Dynamics 365 Salespeople is here in the 2020  Wave 1 Early Access feature-set!

Disclaimer: Before we proceed, please note that this is a part of the Wave 1 2020 Early Access. We can’t be sure if this will make it to the final release. Also, you can enable Early Access into your Sandbox instance only and test since it’s not recommended for Production at this point.

Enabling Kanban View

  1. Navigate to Opportunities and open the My Open Opportunities view
    openOppView
  2. Then, select Custom Controls to change to a Kanban view
    selectCustomControls
  3. Select Kanban and make sure it’s selected for all device types
    selectKanban
    clickOK
    Finally, just Save and Publish.

Using Kanban View

Now, once changes are published, on your My Open Opportunities view (you should already see it in Kanban). If not, select the Show As to show Kanban as an option and then select Kanban.
showAs
selectKanbanFromView

Once done, you can select the Kanban type i.e. based on Business Process Flow or based on the Stage of the Opportunity.
toggleType

How to Read the Kanban View

In the below, screenshot, the value denotes the total of the relevant Amount in that stage. Say, total of Estimated Revenue when an Opportunity is Open and the one on the right denotes total records that can be currently seen against how many records are actually present in that stage
howToView

Based on Status

Now, the Kanban view based on Status will let you move your Opportunity between two statuses. Say, in this example, the status is in Open, you want to mark it as Won.
dragStatus

And when you drop it on the Won status, the Opportunity Close dialog will appear where you can just fill in the required information and just close.
dialogToFill

Based on Business Process Flow

And in Business Process Flow type, you can just move the Opportunity between different stages of the BPF

bpfType

Moving the card to either direction will open up the actual record itself to make the final change.

Hope this post helps you get started!! 🙂

Unified Interface App URLs – 3 different ways

Couple of different ways you can generate/get your Unified Interface App’s URL from. And another one if you want to go an unusual way –

Additionally, if you’re also looking to change the App Icon for Unified Interface, check this – Change the Unified Interface App Icons

App ID Method

This being the easiest and most obvious way to save your App URL when you create a new Unified Interface app –

whileCreating

Or when you’re in the App Designer, look for the Properties of the App itself and in the bottom, you’ll see the URL, you can save this too –

inAppDesigner

So in this case, your URL is – https://<orgname&gt;.<CRMRegion>.dynamics.com/Apps/uniquename/<AppUniqueName>

App Suffix Method

This is another easy way to create your Apps URL. You can get it when you open the Manage Roles option in My Apps and open the same.

Open Manage Roles –
openManageRoles

And in the right hand pane, you can set the App Suffix
addAppSuffix

In this case, your App Name will simply be – https://<orgname&gt;.<CRMRegion>.dynamics.com/apps/<AppSuffixName>

Once you add an App Suffix, the same can also be seen in the Properties as well in the App Designer and the URL Interface URL will be the one with the Suffix Name unlike the one without Suffix in the first method above.
appSuffixAdded

GUID Method

This is not the best way to save or use an App URL, but if you’re interested, here we go! 🙂

You can use this URL – https://<orgname&gt;.<CRMRegion>.dynamics.com/main.aspx?appid=<GuidFromAppDesigner>

You can get the GUID part from the App Designer itself –

guidPart

Obviously, this is not recommended but I thought I’ll share anyway.

Hope this helps!