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The new Kanban view in 2020 Wave 1 only displays the default business process to be used and viewed.

Many customers and partners will leave the default process and create a new one for their use, and these new ones will not be reflected in the kanban board.

In addition, split processes don't work
STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion. We reviewing this idea for our roadmap. Please help us priortize by upvoting for this idea

Thanks,
Revathi Sankar
PM, D365 sales

Comments

C

This is essential. And why not expand kanban to be usable on any entity?

Category: Account, Contact, Calendar and Activity Management

C

I hope this is coming soon. We cannot use this feature as it is, feeling is it would be a huge hit if we could use different processes and have some customisation options available.

Category: Account, Contact, Calendar and Activity Management

C

+1 for the idea of having a native Kanban solution that can handle a custom BPF! The solutions available on the market are rather disappointing. Kanban's ease of approach to the sales process would be amazing.

Category: Account, Contact, Calendar and Activity Management

C

We’ve been using CRM since version 4 and have a long history with our own process. There’s too much invested in that process to switch to the out of box generic options. Adding this would go a LONG way toward user adoption.

Category: Account, Contact, Calendar and Activity Management

C

Kanban boards are the lifeblood of our sales team. Without kanban for custom Business Process Flows I will never get them to fully adopt the platform.

Category: Account, Contact, Calendar and Activity Management

C

I hope this is coming soon. We cannot use this feature as-is, but it would be a huge hit if we could use different processes.

Category: Account, Contact, Calendar and Activity Management

C

Definitely hoping to see a fully configurable and flexible Kanban view control rolled out in 2022.

Such a nice feature, it is a shame it can't be used because so many business process flows are customised and the current control only supports the default values.

Category: Account, Contact, Calendar and Activity Management

C

As it is offer on Opportunities, Kanban views cannot be used. Few customer uses the out of box Business Process Flow. We desperately need it to be working on custom business process flow. Else the feature can be abandoned.

Category: Account, Contact, Calendar and Activity Management

C

We really need Kanban board also for custom entities to manage also for example Pre Sales process. For this we can partially use kanban board for activities but it does not support business process, only activity statuses.

Category: Account, Contact, Calendar and Activity Management

C

I wonder that no action has been taken yet for this idea. I have worked with Kanban earlier in SFDC and it was a dealbreaker for salesreps to update opps about revenue, margin and est. close date (easiest approach ever to overdue opportunities).

The current Kanban view is a useless feature in larger organizations like ours where several business units utilize different business processes.

As said earlier in other comments, also the field of the card should be customizable per each business process. In SFDC this was possible, although there was a limit of max field for each card.

I'd really love to see D365 Global team to give comments and share plans for this feature.

Category: Account, Contact, Calendar and Activity Management

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