![]() ![]() Select the radio button for the Kanban control for the corresponding options. The Read-only grid is the default option, so when users select Opportunity from the site map, they see a read-only grid. In the Add Control dialog box, select Kanban and then Add.ĥ. Go to the Controls tab and select Add Control.Ĥ. Under Components in the solution explorer expand Entities and select Opportunity. On the Customization, page select Customize the System.ģ. Select Settings in the navigation bar then Customizations. The Business Management settings page will open in a new tab.Ģ. In your app, select Settings icon then Advanced Settings. The first step you will need to take is enabling this feature. Kanban Boards are currently available for Opportunities and Activities. For those of you not familiar with the functionality, it is predominantly used in Project Management usually around things like agile to move tasks from one stage to another but can be used in other areas as well. ![]() This control allows you to drag and drop records making it very user friendly. Kanban is a way to visualize records in a handy board-like sequence using cards and columns to easily display the data. ![]() One of my favorite features released as a part of Wfor Dynamics 365 Customer Engagement is the ability to use Kanban Boards. Dynamics GP to Dynamics 365 Business Central.Dynamics NAV to Dynamics 365 Business Central. ![]()
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