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.
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.
Getting "not in" Dashboards working
In this blog, the team at OA Systems have identified a work around for the issue of not being able to add "not in" views to Dynamics 365 dashboards.
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.
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 ...
Check our Case Studies for examples of how we've helped various companies realise the benefits of Customer Engagement...
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
Level 1/95 Ascot Avenue
We are always looking for people who are excellent and passionate at what they do to join our team. If this sounds like you then we'd love to hear from you!