Managing your sales pipeline just became easier in Dynamics 365 CRM. The latest Microsoft Dynamics 365 release now includes a handy feature that allows you to quickly review, update and manage your sales opportunities — via Kanban swim lanes.
After just a few short configurations to the Kanban board, you can set up Opportunities entities. It is really cool. In order to incorporate these views have your Admin:
1. Navigate to the specific entity in Advanced Settings and select the Opportunity entity.
2. Select the entity, click on the Controls tab, Add Control, select “Kanban” then enable it for all device type radio buttons.
3. After saving and publishing, the command bar will now offer two “Show As” Kanban view options for Opportunities – Status and Business Process Flow (BPF).
Once a selected view is enabled, the Kanban will display the opportunity stage swim lanes and all the sales pipeline cards within their respective lanes. From here, you now have the power to simply click and drag “cards” between defined sales process stages with the usual Kanban ease.
When clicking and dragging opportunity cards between the swim lanes in the Status view, i.e. “Open” to “Won”, dropping cards between these lanes will prompt you with a status dialog box where you can fill in the required information and then perform any next steps.
If this same task is performed within in the Business Process Flow (BPF) view, a BPF pop-up window will appear and allow you to complete/view the relevant information.
Moving your cards either direction will open the actual record itself and enable you to make any required updates.
The default Kanban view will display 10 cards in each lane and allow scrolling for any count above that. In order to quickly find cards within the view, the standard Dynamics 365 “Search this view” option allows you to quickly enter keywords for your desired results.
Important to note: If any customizations have been made to the default BPF flow, those customizations (lane names, etc.) will be reflected in the BPF Kanban view and Dynamics 365 will use the BPF listed first in line as the default BPF for new records.
Another important thing to note is that the Opportunity entity does include a bit more Kanban functionality than other Kanban-enabled entities such as Activities or Cases. While this option is available in these other entities, there is an extra view in Opportunity that allows users to utilize the BPF view.
If you’re a former Kanban user or just a beginner, adding this feature to your everyday sales regimen will provide a user-friendly method for improving your sales management while keeping status on your sales pipeline activities.
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Article 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