In the construction industry, effective project, and customer relationship management (CRM) tools are invaluable. KMS, a specialist in construction CRM solutions, offers KMS Project-CRM, a versatile solution designed to streamline various aspects of construction operations. Among its many features, KMS Project-CRM simplifies subcontractor management, eliminating the need for cumbersome spreadsheets. Click below to explore how …
Streamlining Building Safety Compliance with KMS Software’s Project-CRM Platform The Golden Thread of Information Claiming to have processes in place for compliance is one thing, but having a systematic record of those processes enables organisations to demonstrate adherence and identify potential gaps. With the combination of KMS Software’s Project-CRM platform and SharePoint integration, effortlessly log …
Streamlining Building Safety Compliance with Project-CRM Read More »
It is straight forward to create new email templates in Microsoft Dynamics 365 for out of the box tables like the Company, Contact, Opportunity, Quote or User etc. If you wish to create one for a custom table however, it is a little more involved. Click here to follow the required steps to do this. …
Adding Dynamic Values From Custom Tables to Email Templates Read More »
The release of Dynamics 365 Wave 2 in October 2022, brought about a change in the experience of the advanced find. The new modern advanced find is enabled by default. Gone is the familiar funnel icon of the advanced find that users have used for many years. The new experience allows users run advanced queries …
You can easily visualise your dynamics 365 or model-driven app data with just a few clicks Using a new feature that Microsoft have introduced which can be turned on for any model-driven app. This gives you the ability to allow Power BI to automatically generate visuals for any table (entity) view. The system administrator just …
Easily Present Your Dynamics 365 Data With Power BI Read More »
The new way of searching within Dynamics 365 is called the ‘Dataverse search’. Are you using this better search experience or the old categorized search engine. An easy way to determine what search experience you are using is to look for the search area in the header bar of Dynamics 365, if a search bar …
Dataverse Search Experience in Model-driven Power Apps Read More »
Something many of our clients often say to us, is can we add colour or emojis to CRM to make forms and grid views look more appealing / striking. The answer is ‘YES’, with simple updates to option sets (choices) within the customization area. This example shows emojis added to the ‘Account Rating’ option set. …
A common feature request KMS have had over the years is to be able to edit data displayed in a Dynamics 365 Quick View Form. This is now easily achieved using the Custom Control type, Form Component Control. Click below to download step by step instructions on how to utilize this great feature. Editable_Quick_View_Forms_Guide.pdf Contact …
