KMS News

News from KMS and the industries related to it.

Re-instate the alphabetic search at bottom of grid list (Jump bar) in Dynamics 365

Recent Dynamics 365 updates have by default removed the ‘alphabetic’ ABC search area at the bottom of the grid list area. Many users miss this feature as they use it all the time. Microsoft refer to this as the ‘Jump bar’. To add this feature back in, a system administrator will have to access the …

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Pen control in Dynamics 365

With everyone attempting to move to a more ‘paperless’ office, Microsoft have introduced a way of capturing a digital signature and displaying it within Dynamics 365. The Pen control can easily be added to a form that can be captured and displayed on a laptop, phone or tablet. There are many occasions when a customer …

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How to create Dynamics 365 Dashboards

There are two types of dashboards: – 1. System Dashboards 2. Personal Dashboards To understand the way to navigate around Dynamics 365 to create these two different types of dashboards please download and view this document: How_to_create_Dynamics_365_Dashboards.pdf Paul Doer – September 2021

Save your CRM as a browser App

Like most online applications, KMS Project-CRM and MS Dynamics 365 are accessed through a web browser. There are lots of ways you can get to this, for example logging into https://www.office.com/ and browsing through “All Apps” to the “Business Apps”. Once opened, most people will save it to favourites/bookmarks for easy access, but you can …

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