FAQs
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Last updated
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Yes, it supports OOB as well as custom entities.
It works on tablets and mobile of both iOS and Android OS.
Yes, Kanban Board supports Microsoft Dynamics 365 On-Premise v9.1 SP1 onwards
BPF is by default enabled on Kanban Board. To select a BPF you can choose it from the drop down on the Kanban Board.
Yes, by adding the logical name of that entity in Activity Section while configuring the Kanban Board.
User should have a security role of 'System Administrator' or any of the two roles highlighted below to see Kanban Board.
To delete the Kanban Board license follow the steps given below:
Navigate to Advanced Find.
Select Inogic License Details in ‘Look for’ --> Click on Results button.
Select the Kanban Board record and delete it.
Once the solution is imported, please follow the below steps to activate all the processes of Kanban Board.
Click on the gear icon --> Select Advanced Settings.
Next, select Processes.
From 'All Process' View activate the process shown in the below screenshot:
Kanban Board works on Dataverse and Customer Engagement environments. In Power Apps, it will only work for Model Driven Apps where we have Entity Views. Also, Kanban Board can be installed on an environment that does not have Dynamics 365 CRM subscription i.e. Dataverse (CDS) environment.
You can use the following types of fields in Lane and Row Filter Criteria:
Currency
FP (Floating Point)
Decimal
SingleLine.Email
SingleLine.Phone
SingleLine.Text
SingleLine.Ticker
SingleLine.URL
OptionSet
TwoOptions
Whole.None
Lookup.Simple
Lookup.Owner
You can change the Lane/Row color only when option set field is selected in lane filter criteria or row grouping, Lane and Row colors can be defined by using the options and color field in customization. To see the change on the Kanban Board, change the color from the customization.
Order of your lanes is decided based on the order of their values in the option set field. For your convenience, some screenshots are provided below. (You can adjust the positions of these options/values within the field with the help of the Edit option.)
Step 1: Log in to CRM and open the Sales Hub App
Step 2: Click on the Advance Find Option present in the right top corner (shown below)
Step 3: In the search bar, search for “User” keyword. Select the User entity and click on the Continue button
Step 4: Once clicked, a side panel will show up containing default conditions. Clear the condition by selecting “Delete all Filters” and apply the below conditions in the filter section as shown below
a. Status Equal Enabled
b. Access mode Equal Read-Write
c. Restricted Access Mode Equal No
d. Primary Email address Does not Equal crmoln2@microsoft.com
Step 5: Add a new related entity condition, where you will find the Security Role option under the Many to many sections as shown below
Step 6: By default, contains data Operator will be selected which will retrieve only those users who have a security role assigned.
Delete the related entity field condition as shown in the screenshot below and then click on the Apply button to provide you with the list of respective users.
When installing our solution, it's crucial to address certain prerequisites beforehand to ensure a smooth deployment process. One of these prerequisites involves disabling the "Block Unmanaged Customizations" feature within the Power Platform administrator settings.
Because while configuring our solution, certain required unmanaged customization takes place, for which this setting needs to be turned OFF.
Below are the steps for the same:
To disable this feature, navigate to Power Platform Admin Center and Log in to the Power Platform Admin Center using your administrator credentials.
Navigate to Environments: Select the environment for which you want to disable the setting from the list of available environments.
Access Environment Settings: Within the selected environment, navigate to the "Settings" tab to access environment-specific configurations.
Access to Customization Settings: Navigate to “Product” dropdown & Click on “Features”.
Disable "Block Unmanaged Customizations": Locate the "Customization Settings" section and toggle the "Block Unmanaged Customizations" option to the "Disabled" position.
Save Changes: Once you've disabled the setting, don't forget to save your changes to apply the configuration to the environment.
For this, you need to delete the Inogic License Details record from your sandbox environment. After deleting, the next step would be to .
Yes, there is a way to view the full length of the card title. While Kanban View for an entity, you can add the field name in Body Text 3 as highlighted in the below image. The length of the Body Text 3 is maximized, hence you can view the whole text.
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