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.
Labels on Dynamics 365 dashboards
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.
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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