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
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.
Multi-Factor Authentication - App Password
If your System Administrator turns on Multi-Factor Authentication (MFA) for your organisation, the user’s login will require an extra verification code. It makes your system more secure and generally we do recommend you do so. But it also becomes more complex to manage. Many of our clients are run ...
Subgrid views in the Unified Interface
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.
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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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