FAQs
1) Does it support custom entity?
Yes, it supports OOB as well as custom entities.
2) Does it work on tablet and mobile phones(iOS and Android)?
It works on tablets and mobile of both iOS and Android OS.
3) Does it work on On-Premise?
Yes, Kanban Board supports Microsoft Dynamics 365 On-Premise v9.1 SP1 onwards
4) How to use BPF in Kanban Board?
BPF is by default enabled on Kanban Board. To select a BPF you can choose it from the drop down on the Kanban Board.
5) Can I create custom activity against a record?
Yes, by adding the logical name of that entity in Activity Section while configuring the Kanban Board.
6) Kanban Board is not visible to a user?
User should have a security role of 'System Administrator' or any of the two roles highlighted below to see Kanban Board.
7) We have done a sandbox copy of the production environment to a TEST environment and would like to work with 'Kanban Board' solution in this new instance. What should we do?
For this, you need to delete the Inogic License Details record from your sandbox environment. After deleting, the next step would be to activate the license.
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.
8) After importing the solution of Kanban Board from website all the Processes of Kanban Board is in a 'Draft/Deactivated' state. What to do?
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:
9) Can I use Kanban Board if I have only Power Apps environment and no Dynamics 365 CRM?
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.
10) Which type of fields can be used in Lane and Row filter criteria?
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
11) The title of the card is not fully visible in Kanban View. Is there a way to view the full length of the card title?
Yes, there is a way to view the full length of the card title. While configuring 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.
12) How can I change my Lane/Row color?
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.
13) How is my lane's order defined for the option set field?
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.)
14) How to identify the number of users in my CRM that will be considered for licensing?
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.
For further queries, reach out to us at crm@inogic.com
Last updated
