Team working from home? Are you using both Dynamics 365 and Microsoft Teams? Here is a video of how to get the two systems connected and working together.
Multi-Factor Authentication - App Password
If your System Administrator turns on Multi-Factor Authentication (MFA) for your organisation, the user’s login will require an extra verification code. It makes your system more secure and generally we do recommend you do so. But it also becomes more complex to manage. Many of our clients are run ...
Video - Dynamics 365 - 2020 Wave 1 Update
OA Systems video about new features in the Dynamics 365 2020 Wave 1 release. Some core features and some specific to the Sales app. Including UI updates, Pricelists, Kanban views and more
Solgari - OA Systems Partnership
Subgrid views in the Unified Interface
A really nice feature in the Unified Interface is the control you have over which views to show for an entity.
Editing Dynamics 365 Records in Portals without Logging In
Dynamics 365 Portals were created as a method for External Users to access certain parts of Dynamics 365 without needing to be allocated a license. The development of Dynamics 365 Portals allows Entity Views and Entity Forms to be exposed, this allows users to Edit, Create and Read data. Users are ...
Optimising the Dynamics 365 App for Outlook
This blog explains how the Dynamics 365 App for Outlook can be optimised to give the best possible user experience, thereby helping user adoption.
Change Management – what is it and why is it important? In 3 steps.
Change management is the process of guiding and supporting employees to successfully adopt a new way of working - its goal is to ensure people understand the purpose of the new system, actively support its implementation and are well trained so that they are able to use it effectively both at Go Live and long term.
Check our Case Studies for examples of how we've helped various companies realise the benefits of Customer Engagement...
OA Systems did a brilliant job of updating our Microsoft CRM4.0 to Dynamics 365. The process was smooth from start to finish and they completed on time and on budget.Brendon Reid, Managing Director, Automation Associates Ltd
The OA Systems development team has a really detailed understanding of every layer of our businessAyla Hutton, Technology and Projects Manager at Safety ‘n Action
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