StageCraftZ Support

Need help that isn’t answered here? Email
support@bettersagency.com.

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Download the user guide

The complete StageCraftZ user guide is available as a PDF: StageCraftZ User Guide (PDF).

System requirements

• Microsoft Dynamics 365 version 9.1 or later, or a Microsoft Dataverse environment
• Unified Interface (StageCraftZ does not support the legacy web client)
• A System Administrator or System Customizer to install and to set up each table

StageCraftZ works with Dynamics 365 Sales, Customer Service, Field Service, Project Operations,
Power Apps, and any model-driven app built on Dataverse.

Installation

1. Install StageCraftZ from Microsoft AppSource into your environment.
2. Wait for the solution import to finish. This usually takes a few minutes.
3. Open the StageCraftZ app from the app list.

The solution installs:

• The StageCraftZ model-driven app, containing the board and the pipeline
  settings page
• Three configuration tables: Pipeline, Pipeline Stage, and User Preference
• Two security roles: StageCraftZ User and
  StageCraftZ Administrator

It does not modify any of your existing apps, forms, or views.

Assigning security roles

StageCraftZ ships two roles. Assign them in addition to a user’s existing roles —
they grant access to StageCraftZ’s own tables only, and no access to your business data.

Role	Give it to	What it allows
StageCraftZ User	Anyone who works a board	View boards, drag cards between stages, create records, and save their own card layout
StageCraftZ Administrator	Whoever configures pipelines	Everything above, plus creating and editing pipelines and stages

A user still needs their normal permissions on the underlying records. StageCraftZ never grants
access to data a user could not already see.

Getting started

1. Create a pipeline

In the StageCraftZ app, go to Settings › Pipelines and select
New pipeline. Give it a name that describes the process, such as
Support triage or New client onboarding.

2. Choose a table

Pick the table whose records you want to board — Case, Lead, Contact, a custom table, and so
on. Start typing to search; environments commonly have several hundred tables.

3. Set up the table

The first time you board a table, StageCraftZ shows “This table isn’t set up for
boarding yet” with a Set up this table button.

Selecting it adds two columns to that table:

• Pipeline Stage — which stage each record is in
• Board Order — its position within that stage

Nothing else changes, and no record data is modified. This takes up to a minute, because creating
a relationship is a schema operation in Dataverse.

4. Choose the status column

This tells the board how to decide which stage a record is in. You have two options.

Option	Use when
StageCraftZ lane lookup (Pipeline Stage)	You want stages that are entirely your own, independent of anything the table already has. This is the most flexible choice.
A native choice or status column	You want the board to stay in step with a field the table already uses, such as a case’s Status Reason. Moving a card updates that field too.

5. Add stages

Select Add stage for each column you want on the board. For each one, set:

• Stage name — free text; rename it any time without changing behaviour
• Colour — the column header colour
• Type — Active, Won, or Lost, or (in choice mode) which real value this
  stage represents
• SLA days — optional; flags cards that sit here too long
• Default entry — the stage new records start in

Drag the handle at the left of a row to reorder stages. Select Save all
changes when finished.

Type, not name, drives behaviour. Only stages typed Active count toward open
pipeline metrics. Renaming “Closed Won” to “Delivered” changes nothing.

6. Open the board

Go to Work › Board and choose your pipeline from the selector at the top
right.

Using the board

Moving records

Drag a card to another stage and the record updates immediately. Drop it between two cards to set
its position by hand — useful when priority isn’t the same as date order.

Creating records

Select + at the bottom of any stage. The record is created directly into that
stage.

The dialog shows the columns your table requires. To include more, see
Customize Quick Create below.

Finding records

• Search by record name or owner
• Owner narrows the board to your own records
• Advanced filters builds nested AND/OR conditions for anything more specific.
  Active filters appear as chips you can remove individually.

Customising your cards

Select Customize Card to choose which fields appear on the card, in what order,
and how dense it is.

This is saved per person, per pipeline. Your layout never changes what anyone
else sees.

Reading the KPI strip

Metric	Meaning
Open records	Records in stages typed Active
Average age	Mean days since those records were created
Past SLA	Cards sitting in a stage longer than its SLA days
Conversion	Share of records in stages typed Won

Keyboard and accessibility

Cards can be picked up and moved with the keyboard: focus a card, use the arrow keys to move it,
and press Escape to cancel. Each move is announced to screen readers. Stage and field reordering
also work with arrow keys.

Customize Quick Create

By default the create dialog shows only the columns your table requires. To add more:

1. Go to Settings › Pipelines and choose the pipeline.
2. Select Customize Quick Create.
3. Search for the columns you want and tick them.
4. Drag the handle to put them in the order you want people to fill them in.
5. Select Save layout.

Required columns are always included, whether or not you tick them — otherwise the dialog
could not save.

Multiple pipelines on one table

You can create several pipelines against the same table, which is useful when different teams
work the same records differently. Mark one as Default pipeline for this table; the
board uses it when no other is specified. Users switch between pipelines with the selector on the
board.

Adding the board to another app

StageCraftZ installs its own app, and you can also surface the board inside an app you already
use, such as Sales Hub. In the app designer, add an existing page and choose the StageCraftZ board.
That is a customisation of your app and remains under your control.

Troubleshooting

The table I want isn’t in the list

The picker shows tables that can actually host a board. A table is excluded when Dataverse marks
it as not customisable — most internal system and configuration tables fall into this group and
will not accept the two columns StageCraftZ needs.

Activities and a small number of other system tables are excluded for the same underlying reason:
they report as customisable but reject new columns in practice.

The board says a table isn’t set up for boarding

Open Settings › Pipelines, select the pipeline, and use Set up
this table. Until then the board falls back to placing cards by the table’s own status
column, and two stages sharing a Type cannot be told apart.

Cards jump back to a different stage

This happens when the pipeline uses a native choice column and two stages point at the same value,
with the table not yet set up for boarding. Run Set up this table; once the lane
lookup exists, stages sharing a value stay distinct.

Manual card order doesn’t stick

A few tables do not accept the Board Order column. The board still works and orders cards by
creation date, but hand-set positions can’t be saved on those tables.

A user sees an empty board, or drag-and-drop fails

Check they have the StageCraftZ User role in addition to their normal roles, and
that they have read and write access to the underlying records.

Uninstalling

Uninstall StageCraftZ from your environment’s solution list. This removes the app, its pages, and
the three configuration tables along with their pipeline definitions.

The Pipeline Stage and Board Order columns added to your tables are not removed,
and neither is the data in them. This is deliberate: those columns live on your tables, and removing
them would delete data from records that are yours. Delete them manually if you want them gone.

Data and privacy

StageCraftZ runs entirely inside your Dataverse environment. It sends no business data to Betters
Agency or to any third party, requires no external service, and adds no service account to your
tenant. All reads and writes go through Microsoft’s published APIs as the signed-in user, subject to
the security roles you assign.

See our Privacy Policy.

Getting support

Email support@bettersagency.com. To help us
respond quickly, please include:

• Your environment URL
• The StageCraftZ version (Settings › Solutions in the Power Platform admin centre)
• The pipeline and table involved
• What you expected to happen, and what happened instead

Betters Agency LLC · 2688 Rice St, Unit #2057, Little Canada, MN 55113, United States

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StageCraftZ is a product of Betters Agency LLC. Betters Agency is not affiliated with,
endorsed by, or sponsored by Microsoft Corporation. Microsoft, Dynamics 365, Power Apps, Power
Platform, and Dataverse are trademarks of the Microsoft group of companies.