KMS News

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

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.

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

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

The new Dynamics 365 App for Outlook is a great new way of linking emails and tracking appointments to Dynamics 365 on all devices. Occasionally users may get an issue with the ‘app’, there is a new way to run diagnostics within Outlook and scan for potential issues. The quick way to access the ‘App