How to Prioritize Business Process Flows (BPFs) on Dynamics 365 Kanban with Global & Personal Pins

Managing multiple Business Process Flows (BPFs) in Dynamics 365 CRM can be overwhelming. The Pinned BPF feature on the Kanban Board automatically displays the most relevant process, reducing clicks and ensuring smoother workflows. Global Pinning enforces consistency, while Personal Pinning allows users to prioritize BPFs. BPF Pinning saves time, ensures consistency, provides flexibility, and balances standardization with personalization. Global Pinning sets a default BPF for everyone, while Personal Pinning lets users choose their preferred BPF. Pin Colors in Dynamics 365 Kanban help identify pinned processes. Personal Pins override Global Pins, and BPF Pinning boosts productivity and customization in Dynamics 365 CRM.

Article 3m Microsoft Dynamics 365 CRM Tips and Tricks

---

Login now to access my digest by 365.Training

Login