Manage Opportunities in Kanban View – Dynamics 365 for Sales

The Kanban View in Dynamics 365 for Sales is designed to boost productivity and simplify the management of your sales pipeline. This visual tool helps you track opportunities and move them seamlessly through the sales process, providing a clearer view of where each opportunity stands. 

In the Kanban View, opportunities appear as cards within columns, which represent different stages of the sales process (like Qualify, Develop, Propose, or Close). As you move opportunities through the pipeline, you can easily drag and drop the cards into the relevant columns, making it simple to stay on top of your pipeline. 

How to Access the Kanban View

To use the Kanban View in Dynamics 365 for Sales: 

1. Navigate to Opportunities in the site map. 
2. On the command bar, select the vertical ellipsis (three dots) and choose Show As > Kanban. 

If you don’t see the Kanban option, it may need to be enabled by your system administrator.

Viewing Opportunities

The Kanban View offers two main ways to view your opportunities: 

• By Status: Opportunities are grouped based on their status – Open, Won, or Lost. 
• By Business Process Flow Stages: Opportunities are organised by stages like Qualify, Develop, Propose, and Close

You can switch between these views at any time by using the drop-down list in the top-right corner of the Kanban board.

Each column displays the number of opportunities within it. Only the first 10 cards will be visible at a time, and you can scroll down to see more if necessary. To move an opportunity to the next stage, simply drag the card into the appropriate column. When you do, the Opportunity Close dialog box will appear, allowing you to fill in the required details to close the opportunity. 

Key Features of the Kanban View

• Inline Editing: Quickly update key details directly within the opportunity cards, streamlining data management. 
• Search: Use the search box to filter and view opportunities based on specific terms, such as “Interested.” 
• Drag-and-Drop Functionality: Easily move opportunity cards between columns to reflect their current status or stage.

Discover More Ways to Visualise Data in Dynamics 365 Sales

The Kanban View is just one way to visualise your opportunities in Dynamics 365 Sales. To explore additional methods of data visualisation, which can further enhance your sales pipeline management, check out our blog on Data Visualisation in Dynamics 365 Sales. This resource will guide you through other options that help your team work more efficiently and make better-informed decisions. 

You can also dive deeper into how Dynamics 365 can optimise your sales process in our Benefits of Dynamics 365 Sales blog. 

Why Use the Kanban View in Dynamics 365 for Sales?

The Kanban View makes managing your opportunities more straightforward by giving you a visual overview of your sales pipeline. It helps sales teams stay organised, move opportunities through stages quickly, and ultimately, close more deals. By streamlining the sales process, the Kanban View can lead to increased efficiency and better sales outcomes. 

If you have any questions about the Kanban View or other Dynamics 365 features, get in touch with us today. You can fill out our contact form or give us a call at 01908 038110.