Work with opportunities in the Kanban view

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
End users, automatically - This feature is released. Feb 3, 2020 Apr 2020

Business value

We are actively listening to our customers to learn how we can make Dynamics 365 Sales better, easier, and more efficient. Dynamics 365 Sales aims to help sellers develop deeper relationships and improve their productivity.

As part of our commitment to make Dynamics 365 Sales better, we are continually introducing enhancements that remove unnecessary friction and make features easier to use.

Feature details

  • Easily toggle between the existing grid view and the new Kanban view.
  • Sellers can view their opportunity pipeline by sales path on the Kanban board.
  • Simplified and intuitive experience to move opportunities into a different stage. The Kanban view allows your sales team to move opportunities from one stage to another by simply dragging them.

Teams

Note

This feature is available in the Unified Interface only.

This capability is available in Dynamics 365 Sales Enterprise and Dynamics 365 Sales Professional.

See also

Work with opportunities in the Kanban view (docs)