2020 Wave 1: Kanban Visualization in Dynamics 365

Dynamics 365 2020 Wave 1 introduces a great new way to visualize your opportunity pipeline on a Kanban board by process flow stage or by status. In this video tip we cover how to configure the kanban visualization and how to use it.

[midnightoiltube]

Thanks, your video is very informative. Keep up the good work!

[tanmaydesai]

Hello.Thank you for the information. I am getting a message in opportunity view "This feature is available only for Preview.
Please sign-up for preview to enable this feature." Can you please tell me what to do for this?Thanks

[echotang]

I have no clue how this kanban view can be useful. If I drag and place an opportunity to the next stage, I still have to manually click the next stage and save and close. otherwise, it jumps back to where it came from. so, the "drag and place" move actually did nothing, but a visual trick. no different than just click into that opportunity and do the old way...I'm puzzled why we need this Kanban

[bonnyboy]

the drag and drop feature is really poor for the business process flow

[RobHOUTX]

unfortunately they never continued development on this. If they allowed to use any field on a form/table to create the Kanban columns, it would be very useful. Like this it is totally useless. It doesn't even adjust to our own Business Process Flow.

[christiandollerup]

If you have more than one business process flow this won’t look good.