When creating dashboards in Dynamics 365, you may want to take away a user's ability to select another view for the dashboard component. In this blog, we'll show you to do this but still show the name of the view and ensure a good user experience.
Case Study: Safety 'n Action
Safety ‘n Action is New Zealand’s leading provider of Health and Safety training and advisory services and they take their mission to transform New Zealand’s Health and Safety Culture very seriously. The company has gone from a CRM with just two functions to one with 20 functions, and this means more can be done with fewer people.
Power Platform – explained for businesspeople
Have you heard about the Power Platform. What are PowerApps, PowerBI and Flow? Why would you use them?
Case Study: Venture Taranaki
Venture Taranaki Trust is the Regional Development Agency for Taranaki. Working with OA Systems and Dynamics 365 they were able to improve the rate of interaction recording and report and respond more quickly.
Getting "not in" Dashboards working
In this blog, the team at OA Systems have identified a work around for the issue of not being able to add "not in" views to Dynamics 365 dashboards.
5 Ways Dynamics 365 Customer Engagement is the Power Platform
Looking for an expert in Microsoft Power Platform, OA's Dynamics experts have years of experience in the tool that make up the power platform.
Case Study: Horticom
Horticom is a wholesaler of a wide range of market leading brands of garden, hardware and cleaning products which are available throughout retail outlets across New Zealand. Horticom was able boost customer engagement and sales opportunities with Dynamics CRM
Video - Dynamics 365 - October Update
Here is a video on a few of the interesting changes coming in the Dynamics 365 Customer Engagement October update 2019. For more information about the changes coming in this update, please get in touch by clicking on the button below. ...
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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