• Home
  • About Us
  • Contact Us
  • Privacy Policy
  • Special Offers
Business Intelligence Info
  • Business Intelligence
    • BI News and Info
    • Big Data
    • Mobile and Cloud
    • Self-Service BI
  • CRM
    • CRM News and Info
    • InfusionSoft
    • Microsoft Dynamics CRM
    • NetSuite
    • OnContact
    • Salesforce
    • Workbooks
  • Data Mining
    • Pentaho
    • Sisense
    • Tableau
    • TIBCO Spotfire
  • Data Warehousing
    • DWH News and Info
    • IBM DB2
    • Microsoft SQL Server
    • Oracle
    • Teradata
  • Predictive Analytics
    • FICO
    • KNIME
    • Mathematica
    • Matlab
    • Minitab
    • RapidMiner
    • Revolution
    • SAP
    • SAS/SPSS
  • Humor

Microsoft Dynamics 365 CRM Releases Cool New Features Called Kanban Swim Lanes

May 24, 2020   Microsoft Dynamics CRM

It is now even more convenient to manage your sales pipeline. Dynamics 365 recently released some cool new features that allow you to update and manage your sales opportunities in — Kanban swim lanes.

Check out these few short steps required to for your Opportunity entity, this fantastic new feature will be at the use of your fingertips.

 To achieve these views, your Admin will need to:

1. Go to the specific entity through the Advanced Settings and choose the Opportunity entity.

2. Choose the entity, click on Control tab, Add Control, choose “Kanban” then choose to enable it for your device type radio buttons.

3. When you save and publish, a command bar will offer you two “Show As” Kanban view options for Opportunities – Status and Business Process Flow (BPF).

xPicture2 1 625x394.png.pagespeed.ic. CQq4N29cl Microsoft Dynamics 365 CRM Releases Cool New Features Called Kanban Swim Lanes

After a view has been enabled, the Kanban will display the opportunity stage swim lanes. It will also show the complete sales pipeline cards within their respective lanes.  From this point, you will now have power to click and drag “cards” between defined sales process stages with your usual Kanban ease.

Clicking and dragging opportunity cards between swim lanes in the Status view, i.e. “Open” to “Won”, dropping cards in these lanes will prompt you with a certain status dialog box.

There you will be able to fill in the required information and proceed to next steps.

When the same tasks are performed within the Business Process Flow (BPF) view, a BPF pop-up window will appear and allow you to complete or view the following information.

xPicture3 625x208.png.pagespeed.ic.63gq6xc2aW Microsoft Dynamics 365 CRM Releases Cool New Features Called Kanban Swim Lanes

xPicture4 625x200.png.pagespeed.ic.3j2P0MVScI Microsoft Dynamics 365 CRM Releases Cool New Features Called Kanban Swim Lanes

Moving your sales cards one direction or another will allow you to open the record and enable you to make any required updates to the system.

By default the view will display 10 cards in each lane allowing you to scroll for any additional count above that. In order for you to quickly find cards in the view, the “Search this view” option will allow you to enter keywords quickly for your perfect results.

Important Note: If customizations have been made to the default Business Process Flow (BPF) flow, the customizations (lane names, etc.) will be reflected in the BPF Kanban view and Dynamics 365 will use the BPF listed first as the default BPF for new records.

Other important things to note, is the Opportunity entity includes a small amount of Kanban functionality than other Kanban-enabled entities, (such as Activities or Cases.) Even though this option is available in other entities, there are extra views in Opportunity that will allow users to utilize their BPF view.

If you have been a former Kanban user or you’re just starting—adding this feature to your everyday sales amount will provide you a user-friendly method for improving your sales management Try it out and see if it helps with your sales pipeline activities.

CLICK HERE FOR MORE INFO

Do you need help with Dynamics 365?

Are you looking at Microsoft Dynamics 365 or are you looking to get more out of your system. JourneyTEAM is the Microsoft US 2019 Partner of the Year and has deep experience in CRM, ERP, and Business Applications across the entire Microsoft stack.

See just how easy it is to manage projects with Dynamics 365.


xEricBeins 150x150.png.pagespeed.ic.qAjTAjwGI3 Microsoft Dynamics 365 CRM Releases Cool New Features Called Kanban Swim LanesArticle by: Eric Beins – Head of CRM | 800-439-6456

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com

Let’s block ads! (Why?)

CRM Software Blog | Dynamics 365

Called, Cool, Dynamics, features, Kanban, Lane’s, Microsoft, Releases, swim
  • Recent Posts

    • Dapper Duo
    • AI Weekly: These researchers are improving AI’s ability to understand different accents
    • Why Choose RapidMiner for Your Data Science & Machine Learning Software?
    • How to Use CRM Integration to Your Advantage – Real World Examples
    • WATCH: ‘Coming 2 America’ Movie Review Available On Amazon Prime & Amazon
  • Categories

  • Archives

    • March 2021
    • February 2021
    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • April 2018
    • March 2018
    • February 2018
    • January 2018
    • December 2017
    • November 2017
    • October 2017
    • September 2017
    • August 2017
    • July 2017
    • June 2017
    • May 2017
    • April 2017
    • March 2017
    • February 2017
    • January 2017
    • December 2016
    • November 2016
    • October 2016
    • September 2016
    • August 2016
    • July 2016
    • June 2016
    • May 2016
    • April 2016
    • March 2016
    • February 2016
    • January 2016
    • December 2015
    • November 2015
    • October 2015
    • September 2015
    • August 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
© 2021 Business Intelligence Info
Power BI Training | G Com Solutions Limited