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Using Business Process Flows in Dynamics 365 to improve information capture and end user adoption

Business Process Flows have been around in Dynamics 365 for some time now and were initially introduced in 2013, the objective is to set directions or guidelines for users to follow in forms. A Business Process Flow contains fields from an Entity which can be separated in different stages. Busines ...

At OA Systems our team are always looking for smart ways to solve technical problems, here is an example of how we get this done. Actions are not a new term in CRM, we use them a lot. However, I recently encountered an interesting error with one. I had an Action to retrieve the birthday from a co ...

Dynamics 365 has introduced Playbooks to help sales teams to manage best practice. This video runs through how playbooks are configured and used as pat of the Sales Hub.

What do you need to get right for a successful Go Live? No matter how shiny your new system is, if you don’t nail Go Live, all that hard work could be for nothing. If you can pull off a smooth Go Live, you’ll end up with happy end users and high adoption rates – success! If you don’t, you could fac ...

In this blog, we explain how you can create a System view which is sorted by more than 2 columns when you first open it.

Web forms are susceptible from bot attacks. These bots automatically submit web forms with potentially harmful content. To prevent this, we use CAPTCHA to distinguish a form submission between a real human and a bot. D365 Marketing Forms offer the CAPTCHA functionality. However, this may not be the ...

Updates seem like a microscopic part of running a business, but very small changes can have a large impact on the efficiency and ease of your day-to-day activities. This April update provides access to new features which can help drive your business forward. Every Dynamics update should leave you wi ...

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The OA Systems development team has a really detailed understanding of every layer of our business

Ayla Hutton, Technology and Projects Manager at Safety ‘n Action

OA Systems

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