Pipeline

A board of opportunities by status reason is a sales pipeline, and its closed lanes take cards too: an opportunity dropped on Won, Canceled or Out-Sold opens a dialog for what the close records, then is closed as won or lost through Dataverse's own actions. A case dropped on Resolved is resolved the same way.

Opportunities by status reason

The demo's sample opportunities, open and closed, and a signed-in visitor's own, through views the page defines in code, each laying the board out itself. See the Kanban Board documentation for closing from lanes and for page-defined views.

React example Blazor example React TypeScript DemoRegion.ts Razor DemoRegion.cs