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 ...
Setting A View's Default Sort Order Using More Than 2 Columns
In this blog, we explain how you can create a System view which is sorted by more than 2 columns when you first open it.
Adding Google reCAPTCHA in D365 Marketing Forms
Web forms are susceptible from bot attacks. These bots automatically submit web forms with potentially harmful content. To prevent this, we use CAPTCHA to distinguish a form submission between a real human and a bot. D365 Marketing Forms offer the CAPTCHA functionality. However, this may not be the ...
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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