News from KMS and the industries related to it.
The Dynamics 365 for Phones and Tablets application will be deprecated in January 2024. Online users must move to the new Power Apps mobile application. The Power Apps mobile app provides updated capabilities, a modern user experience, and faster load times. Effectively a user using the old app just needs to uninstall and download the …
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 »
A little-known feature in the Dynamics 365 Unified Interface that has gone under the radar is the Scan Business Card button. This feature just needs to be added to the ‘Quick Create’ form for Contacts.Our blog post details how to set it up in both different customization interfaces and the potential permission issues that users …
Streamline Contact Management with Dynamics 365’s Business Card Scan Read More »
The ChatGPT AI bot is hot at the moment. I thought I would give it a try. I asked it to describe the advantages of a CRM system for a construction ciompany. I was was quite impressed with the result: CRM, or customer relationship management, can provide a number of advantages for the construction industry, …
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 »
