Both SLSNZ staff and club administrators use Dynamics CRM to manage the myriad processes behind organising and monitoring club memberships, awards, qualifications, activities, patrols, incidents and beach conditions
Using Top and Bottom X Rules to format charts
How to use top and bottom X rules to fine tune the formatting of Dynamics 365 charts.
Video - Dynamics 365 Business Process Flow
Using Business Process Flows in Dynamics 365 to improve information capture and end user adoption
Business Rules and Business Process Flows
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 ...
Using Value Type Outputs with Actions
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 ...
Video - Dynamics 365 Playbooks
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.
5 Essentials For A Successful Go Live
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 ...
Setting A View's Default Sort Order Using More Than 2 Columns
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.
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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