FAQs
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.
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.
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
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.
Last modified 3mo ago