Blogs

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 ...

While the saying is a cliché, Dynamics 365 Customer Engagement was literary made to help you increase your sales. Rather than just a collection of captured data, Dynamics can be a proactive platform that assists you to stay on top of the tasks you should be delivering. There are countless ways the s ...

Some things to note on the new Org Chart functionality in the Unified Interface   The unified interface (UI) for Dynamics 365 has some very nice new features. One such feature is the org chart. You get to it from an account view or form:   It allows you to represent the hierarchical structure ...