KMS News

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

Within the construction industry, or any industry to be fair, it is a common occurrence for a contact to move to move from one company to another. As Dynamics 365 is all about maintaining the relationships you have built up over time with both companies and contacts, you will want to keep the information you

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

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