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.
Video - Dynamics 365 Activities
Activities in Dynamics 365 are powerful, especially when managed using Outlook.
Here is a video that shows how Activities interlink with Dynamics 365. Managing Tasks, Phone Calls and Appointments.
Also in the video is information on how this will work when Tasks is replaced by Microsoft Todo.
Creating a Covid 19 Case Notification Form
Video - Dynamics 365 - Microsoft Team Integration
Team working from home? Are you using both Dynamics 365 and Microsoft Teams? Here is a video of how to get the two systems connected and working together.
Video - Dynamics 365 - 2020 Wave 1 Update
OA Systems video about new features in the Dynamics 365 2020 Wave 1 release. Some core features and some specific to the Sales app. Including UI updates, Pricelists, Kanban views and more
Video - Dynamics 365 - October Update
Here is a video on a few of the interesting changes coming in the Dynamics 365 Customer Engagement October update 2019. For more information about the changes coming in this update, please get in touch by clicking on the button below. ...
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
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!