A video to show the new layout and capabilities of Dynamics 365 relevancy search. Including natural language search.
Dynamics 365 - Template PDF Emails
Streamlined your communication using Dynamics 365. Create and track PDFs using this new quick configuration tool.
Video - Dynamics 365 Marketing - Events in Teams
An increasing number of events are moving to a virtual format. You can manage registrations, communications, and reporting for webinars and interactive meetings hosted in Teams, directly from Dynamics 365 Marketing.
Video - Dynamics 365 Forecasts
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.
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
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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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