Kanban View for Activities in Dynamics 365 Sales – 2020 Release Wave 1 Plan


Similar to the Opportunity entity, we can add a Kanban view to Activities.

https://nishantrana.me/2020/02/14/kanban-view-for-opportunity-in-dynamics-365-sales-2020-release-wave-1-plan/

Open the Activity entity for Customization and add the Kanban control and publish the changes.

*similar to Kanban, we can configure Calendar control for Activity.

After publishing the changes we will have both Kanban view and Calendar Control view available for use to selectà

Kanban view shows the activity records based on the different status.

Clicking on Title opens the record in the new window

Fields are editable

The view can be filtered based on Due date and Activity Type

We can use Search to filter the result in view

Each lane shows the total records in that particular lane

Supports drag and drop

Moving the record to the Completed lane

Opens the Close Task dialog

Within the Close Task Dialog box, we have the option to specify Completed or Cancel for the task.

Here we selected Canceled, which moves the record to Canceled lane.

The Closed / Completed activity cannot be dragged to Open lane and reopened for out of the box entities except Campaign Response.

Below we are moving Campaign Response activity record from Completed to Open lane.

The custom activity can be moved between the lanes without any such restriction. i.e. It can move from Cancelled to Completed or Completed to Cancelled, or From Completed and canceled to Open, etc.

With upcoming releases, we would see the option of adding Kanban view to other entities. (Right now, we can add the Kanban View to other entities but it renders as blank except Activity and Opportunity).

Check other blog posts on

Release 2020 Wave 1:https://nishantrana.me/2020-release-wave-1/

Release 2019 Wave 2: https://nishantrana.me/2019/12/31/dynamics-365-2019-release-wave-2-blog-posts/

Hope it helps..

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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