KMS News

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

Help to Grow: Digital The UK govt have announced a scheme to help eligible businesses boost investment in new technology around sales, customer relationships and finance. What is it? Staring in Autumn 2021, small businesses will be able to get: Free online advice about how technology can boost performance. Vouchers to give up to 50%

The ‘Timeline’ control is feature rich and can be configured differently for each entity form it is on by the system administrator. The idea is to personalize and enhance the user experience in Microsoft Dynamics 365. To access and configure the timeline the system administrator will need to navigate to the new Dynamics customisation area

Within the Timeline of an entity sometimes there may be activity items that you may no longer want to create. For example if I open the standard ‘Company’ entity in the unified interface and click on the ‘+’ icon inside the timeline, we may be presented with options that we may want to remove from

So, you are logging project and customer data within CRM and the time has come to forecast your company’s estimated revenue over a defined period. Typically, this will involve analysing all projects in the pipeline and beyond, with a view to creating a report showing the value of those projects split by stage, something like

Coronavirus (COVID-19) is big news at the moment and like any sensible business, KMS have taken some steps to mitigate any potential disruption.  Our aim is to ensure we can continue to support our customers and provide services with no noticeable impact.  Fortunately, over the past 2 years we have gone through a process of

How to create System Dashboards – These dashboards will be available to everyone unless restricted by security roles Navigate to the customisations by clicking the cog (1) selecting “Advanced Settings” (2) and then selecting Customizations (3). Select “Customize the System” (4), and then scroll down and select “Dashboards” (5) in the menu on the left-hand

Microsoft’s Support Lifecycle policy provides consistent and predictable guidelines for product support availability when a product releases and throughout that product’s life. By understanding the product support available, customers are better able to maximise the management of their IT investments and strategically plan for a successful IT future. The support lifecycle for Dynamics CRM products