KMS News

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

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

A common feature request KMS have had over the years is to be able to edit data displayed in a Dynamics 365 Quick View Form. This is now easily achieved using the Custom Control type, Form Component Control. Click below to download step by step instructions on how to utilize this great feature. Editable_Quick_View_Forms_Guide.pdf Contact

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