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 ...
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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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