# 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.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MT45S78_nb6-h5oRg9a%2F-MT47iHndKFoHkb-AUGr%2FBPF%20FAQ5.png?alt=media\&token=db4d6336-35d7-4c89-9d0b-0c855e12416a)

## 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.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MT45S78_nb6-h5oRg9a%2F-MT46NVsr7BC60X6Jbc5%2FFAQ5_1.png?alt=media\&token=03e6747c-81b4-46a9-ac28-1afd1e5fccf8)

## 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](https://docs.inogic.com/kanban-board/getting-started/license-activation).

To delete the **Kanban Board** license follow the steps given below:

* Navigate to **Advanced Find.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MJak5Fq54Ql7xtC1tHA%2F-MJanC3kNy4k7A9rB-QQ%2FFAQ_1.png?alt=media\&token=40d93897-af25-4c9b-9894-60013a6c59d2)

* Select **Inogic License Details** in **‘Look for’** --> Click on **Results** button.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MJak5Fq54Ql7xtC1tHA%2F-MJanP_dAtSh1e17R9qC%2FFAQ_2.png?alt=media\&token=84218089-7545-4327-b50e-5681af8df21b)

* Select the **Kanban Board** record and **delete** it.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MJak5Fq54Ql7xtC1tHA%2F-MJanWP9g0X6i7fOTMCX%2FFAQ_3.png?alt=media\&token=86e7d4ae-1475-4d69-97c0-4389dfd089d4)

## 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**.&#x20;

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MNNUzhMGvhdlv2EXZCo%2F-MNNXvn9IZUUiL7L0MD7%2FA4D_1.png?alt=media\&token=36b8837a-e281-47fd-9299-2dcc3d09de1c)

* Next, select **Processes**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MNNUzhMGvhdlv2EXZCo%2F-MNNY2srjIzuyhUmhznA%2FA4D_2.png?alt=media\&token=96f623ee-dcad-43c0-84a1-04141bace487)

* From **'All Process'** View activate the process shown in the below screenshot:

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FeLeW8hB04O8aMb4WibQT%2FKanban%20FAQ_7.png?alt=media\&token=96dc9bbd-b516-4943-9369-e0a2b11a15f7)

## 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&#x20;
* FP (Floating Point)&#x20;
* Decimal&#x20;
* SingleLine.Email&#x20;
* SingleLine.Phone&#x20;
* SingleLine.Text&#x20;
* SingleLine.Ticker&#x20;
* SingleLine.URL&#x20;
* OptionSet&#x20;
* TwoOptions&#x20;
* Whole.None&#x20;
* 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](https://docs.inogic.com/kanban-board/configuration/configuration-for-entity) 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.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FQhAvZDqZeIQNR0rYeftH%2FFAQ_10.jpg?alt=media\&token=49ae6428-81cd-45ad-9e4b-1609962adc29)

## 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.&#x20;

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FUMNATW6b4kNSM7y0yvWT%2Flane%20and%20row%20color.png?alt=media&#x26;token=bbf43e67-8504-4408-89aa-8537a1438808" alt=""><figcaption></figcaption></figure>

## 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.)

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Ff74JmRiV1EDWPyfenBqI%2Flane%20order%201.png?alt=media&#x26;token=c6815c27-1d6f-4d76-af12-c1573280c06c" alt=""><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FDspeqKa0rXwSuCQMnNZ9%2Flane%20order%202.png?alt=media&#x26;token=7fa307c0-291c-4d1a-afe2-54b5f51fb8dd" alt=""><figcaption></figcaption></figure>

## 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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FG9JnM6nkm5gXK3TLU0tW%2F1.png?alt=media&#x26;token=785b4b28-8f89-4776-9ea8-e4488fb798ae" alt=""><figcaption></figcaption></figure>

**Step 2:** Click on the Advance Find Option present in the right top corner (shown below)

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F09tUh2odCnxtBJd9foKz%2F2.png?alt=media&#x26;token=0992195a-cf12-411f-8645-67f8baf07542" alt=""><figcaption></figcaption></figure>

**Step 3:** In the search bar, search for **“User”** keyword. Select the **User** entity and click on the **Continue** button

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FquOr4dJmqYna9khWSGks%2F3.png?alt=media&#x26;token=93c1179b-a9e4-41f4-a0ef-cf003351facc" alt=""><figcaption></figcaption></figure>

**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>**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F0iowb3waLt6qghcDhmNl%2F4.png?alt=media&#x26;token=42923878-7240-449c-9df8-9ac12a6fc779" alt=""><figcaption></figcaption></figure>

**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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FHrAUb3kEkWYYdIrR0Nm4%2F5.png?alt=media&#x26;token=9f9acabf-d84c-452e-b348-082b107b1912" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fz1oTP7nL0uG7Cq7aKxvX%2F6.png?alt=media&#x26;token=5c92f4bc-7d3f-41f1-854b-fbe7693ef5a5" alt=""><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FqrY0tuznBfkuvL9a2XGS%2F6.1.png?alt=media&#x26;token=dfeaa348-1019-4316-bab9-8868dbbf1243" alt=""><figcaption></figcaption></figure>

## 15) Unable to Configure the Application Due to "Block Unmanaged Customizations" in Dataverse?

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:

1. &#x20;To disable this feature, navigate to **Power Platform Admin Center** and Log in to the Power Platform Admin Center using your administrator credentials.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F9B3UMv7kMVbTFA1bFay0%2F1.png?alt=media&#x26;token=a9ceb13a-74d2-4137-bd89-a9ca944287b3" alt=""><figcaption></figcaption></figure>

2. &#x20;**Navigate to Environments:** Select the environment for which you want to disable the setting from the list of available environments.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FBntRxpBTa3YQHLlNOCcW%2F2.png?alt=media&#x26;token=ba64cd4b-9842-43e2-a652-314c3a52ea0b" alt=""><figcaption></figcaption></figure>

3. **Access Environment Settings:** Within the selected environment, navigate to the **"Settings"** tab to access environment-specific configurations.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fmpx7z7tvF9m79zgKeRz6%2F3.png?alt=media&#x26;token=d7ab9f83-9cb9-405b-a43b-ee1b4f0fc860" alt=""><figcaption></figcaption></figure>

4. &#x20;**Access to Customization Settings:** Navigate to **“Product”** dropdown & Click on **“Features”.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FYi0Mv2NqcGwEjTqwDvO4%2F4.png?alt=media&#x26;token=4a9c2acc-ccef-41b7-a6ca-fadf5af69c21" alt=""><figcaption></figcaption></figure>

5. **Disable "Block Unmanaged Customizations":** Locate the **"Customization Settings"** section and toggle the **"Block Unmanaged Customizations"** option to the **"Disabled"** position.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F7ml2512ffS8q2UW1y1JX%2F5.png?alt=media&#x26;token=8f5621a3-c49b-40dd-8c22-8cb236166767" alt=""><figcaption></figcaption></figure>

6. **Save Changes:** Once you've disabled the setting, don't forget to save your changes to apply the configuration to the environment.

&#x20;

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}
