Kanban view in Dynamics 365 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!! 🙂

Viewing Emails as conversations on the Activity Timeline in D365 CE

When you have Timeline and you actually use it to check related Activities, won’t it be really cool to see which emails are in a chain? Like which ones are a part of the conversation?

Well, that’s exactly what this little but extremely beneficial feature let’s you do.

Now, can you tell, by just looking at the below Activities that have come in and arranged sequentially (traditionally)?

distinctEmailViews

In the pic above, they are all a part of the same email chain but have come at different times so appear distinct and you can’t easily make out that they actually are a part of the same email conversation.

So now, you can now view Email activities as conversations on the Activity Timeline!

Personal Settings

  1. Open your Personal Settings in D365 CE and go to Email tab as shown below. Look for ‘Show emails as conversation on Timeline‘ feature and turn it on.
    setting

Viewing Emails as Conversations

Now, it’s pretty easy to look at activities that are a part of the same email conversation. And they are denoted by a visual cue that indicates they are chained together –

inConversationEmails.png

Note: This feature is available only on the Unified Interface and won’t be available on the Timeline on the classic UI.

 

Hope this quick tip helped!

Customize Opportunity Close dialog box in D365 CE v9 Unified Interface – Wave 2 update

Oct 2019 Wave 2 update got one of the most asked feature. Being able to customize the Opportunity Close Dialog box.

Assuming, you have enabled 2019 October Wave 2 update enabled for your Organization or you’re reading this post Oct 2019 with Wave 2 Updates already applied to your organization.

For Early Access of Oct 2019 Wave 2 Updates, follow my post here – Early Opt-in for October 2019 Wave 2 Updates

Please note that this feature is still not generally available and is not recommended for Production use yet.

Non-Customizable Opportunity Close Dialog

Up until now, you had this familiar Opportunity Close dialog where all you could do is just fill in the details and Close the Opportunity.

nonCustomizableCloseOpp

And you couldn’t add your own fields or modify it in anyway.

Please note that this feature is only available for the Unified Interface on Orgs enabled for 2019 Wave 2 Updates (Early opt-in or General availability)

Enable Customizable Opportunity Close Form

System Settings

Please note that this is a feature Admins will need to activate for the Organization and won’t be automatically updated once the Wave 2 updates are applied.

Under Sales tab in System Settings, enable Customize close opportunity form
turnOnSettings

Custom Fields

Example: Let’s say I have this field called as Internal Reason, I’ll add it on the Opportunity close entity (which users will use this on the Opportunity Close form when closing an Opportunity)
internalReasonField

And I’ll simply add it to the Opportunity Close Quick Create form
addToForm.png

Opportunity Close Quick Create Form

Once you do this, a Quick Create form you defined will open up instead of the traditional dialog box and you can include your custom fields on the same as well
customizableOppClose

Happy 365ing always! Hope this helps.