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
- Navigate to Opportunities and open the My Open Opportunities view
- Then, select Custom Controls to change to a Kanban view
- Select Kanban and make sure it’s selected for all device types
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.
Once done, you can select the Kanban type i.e. based on Business Process Flow or based on the Stage of the Opportunity.
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
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.
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.
Based on Business Process Flow
And in Business Process Flow type, you can just move the Opportunity between different stages of the BPF
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!! 🙂