Forecasts are a well-used and important KPI for businesses. Dynamics 365 have introduced improved functionality for managing reporting and configuring Forecasts. In this video there is a quick introduction to availability, configuration and visualisation of Forecasts.
Blogs
Video: Dynamics 365 New Zealand Business Number Validation
Using Dynamics 365 or PowerApps to access to your clients New Zealand Business Number via www.nzbn.govt.nz.
Reduce inaccurate duplicates in your system.
Using the NZBN allows you to have a standardised unique identified to match to other local New Zealand sources of data.
New Sales Application for Wave 2 (2020)
Microsoft will be releasing a new Dynamics 365 Sales Mobile Experience application with their new release wave later in the year. The new application design appears to be completely overhauled compared with the previous D365 Applications on mobile devices.
Two tips for Unified Client Interface
After Dynamics 365 is upgraded to the Unified Client Interface (UCI) interface, users have to deal with some interesting changes. Some are good and some require more work. I’d like to share two of them. Download document template Starting with the good news. I believe a lot of users want to be abl ...
Dynamics 365: 2020 release wave 2 plan
The Dynamics 365 release plan for the 2020 release wave 2 describes all new features releasing from October 2020 through March 2021
Video - Dynamics 365 Activities
Activities in Dynamics 365 are powerful, especially when managed using Outlook.
Here is a video that shows how Activities interlink with Dynamics 365. Managing Tasks, Phone Calls and Appointments.
Also in the video is information on how this will work when Tasks is replaced by Microsoft Todo.
Creating a Covid 19 Case Notification Form
In this video we have taken a COVID 19 Case Notification form from the Ministry of Health to show how you can use Dynamics 365, PowerApps or Forms to capture information into a central areas for automation and reporting.
This model can be applied to any document. Works for both internal team and general community data capture.
Video - Dynamics 365 - Microsoft Team Integration
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.
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
Highly recommended.
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
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