Skip to the content

Video

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.

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.

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.

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.

In this video we have taken a COVID 19 Case Notification form from the Ministry of Health to show how you can use Dynamics 365, PowerApps or Forms to capture information into a central areas for automation and reporting.
This model can be applied to any document. Works for both internal team and general community data capture.

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.

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

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. ...

Need more Information?

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.
Highly recommended.

Brendon Reid, Managing Director, Automation Associates Ltd

The OA Systems development team has a really detailed understanding of every layer of our business

Ayla Hutton, Technology and Projects Manager at Safety ‘n Action

OA Systems

Building C
Level 1/95 Ascot Avenue
Greenlane
Auckland 1051

Careers at OA

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!

Need some help?

Customer Engagement can help improve customer relations, increase customer revenues, maximise cross and up-selling, create better communications and optimise your marketing.  Get in touch for a chat about how Customer Engagement 365 can help you...