Custom Event Integration

Make your Kanban Board smarter with Custom Events Integration. Control how cards move across lanes by adding personalized actions before or after each move. Open custom pages, trigger notifications, log changes, or enforce business rules—your workflow, your way.

This feature helps teams stay aligned, reduces manual effort, and ensures every card movement works seamlessly with your processes. Boost productivity, improve tracking, and make your Kanban Board truly interactive.

Imagine a scenario where your support team is managing multiple cases on a Kanban Board in Dynamics 365. With Custom Events Integration, you can define custom logic to control how cases behave when moved between lanes.

When a high-priority case like “Subscription Failed” is dragged from In Progress to On Hold, a custom function can automatically open the case record and check if all required details are filled.

If a field is missing, the user can instantly modify and save the form details before dropping it to another lane, like Hold.

Let’s say, John, a sales rep, tries to move the ‘Supply Chain Tracking’ opportunity to On Hold.

Suppose the rep drags an opportunity from In Progress → On Hold.

As soon as he drops it, a dialog appears asking him to enter the reason and the email address.

The rep fills these fields and clicks Save.

Only after saving, the system allows the card to move to On Hold

Key Benefits in Action:

• Prevents incomplete or incorrect card moves.

• Supports dynamic workflows based on case priority, origin, or owner.