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
Comments
Please, add this to the release. It is very neccessary for our customers.
Category: Account, Contact, Calendar and Activity Management
This is essential. And why not expand kanban to be usable on any entity?
Category: Account, Contact, Calendar and Activity Management
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
+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
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
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
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
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
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
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
Revathi Sankar (administrator) on 3/8/2023 7:24:35 PM
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