Author name: Jonas

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, […]

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

A useful control that is often overlooked or not used is the ‘Input Mask’ control. With the input mask control, you can set the formatting for a text field like phone number or credit card to prevent data being entered incorrectly. The following document details how it can be setup and what characters can be

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

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

The desire to have a big screen in an open plan office showing a revolving set of Power BI dashboards has been a request that we have encountered from some customers. A quick search shows that lots of providers do these kinds of displays, but the price can be pretty steep and the offerings a