KMS News

Getting Started Get a Power BI Pro license from your CSP (Cloud Solution Partner) and install the Power BI Desktop app Open Power BI app From the welcome screen the user can ‘Get data’ (connect to data source), access ‘Recent sources’ or ‘Open other reports’. If you close the welcome screen, you will see the […]

With all this talk of GDPR and big fines for companies that are found to not be GDPR compliant in Europe, how do you know that your CRM system is compliant? GDPR regulation comes into effect on the 25th of May 2018. With Dynamics 365 online part of the responsibility of individuals data (including contact

13/02/2018 – By Paul Doerr In CRM 2013 Microsoft released the convenient feature of BingMaps, however they did not provide an out of the box way to use this feature on custom entities. It is possible to add the Bing Maps control to the forms of custom entities. Full Disclosure – the following solution is

We have moved to new offices into newly refurbished building at St Katharine Dock, next to Tower Bridge. Our new address is: WeWork c/o KMS 1 St Katharine’s Way LONDON E1W 1UN United Kingdom Our telephone no remains: +44 207 939 0740

SystemConnector – now Barbour ABI Enabled. The KMS SystemConnector has been updated to work with the Barbour ABI Evolution website. Transferring construction projects from the ABI website to Microsoft Dynamics 365 CRM couldn’t be easier. All you need to do is “redstar” the projects you are interested in. ABI calls these “Leads” – not to

Several changes are happening to MS Dynamics CRM – a new updated version is coming along, it is being rebranded as Dynamics 365, ERP systems will become part of the product and the licensing is being split into two editions, Business and Enterprise.  To add extra complexity, Microsoft are getting rid of the annual Open

How to be a good CRM buyer The purchase of any IT system has traditionally been seen as an adversarial battle between vendor and buyer.  However, we find that the best results are achieved when it is a joint effort between the two parties to identify and implement the right solution.  At KMS, we work

“Only one of my five sales people actually makes a difference!” thundered the sales director. He went on: “3 of them are ok, they take the orders without messing up. Then there is the one that is actually preventing orders from coming in through poor communications mishandling the prospect”. But then there is the one:

Outlook integration is one of the key features of CRM.  If you use CRM within Outlook 2010 or more recent versions, you will run into an issue regarding dragging CRM entities to your Outlook favorites folder *. This is caused by the Solutions Module service which was added in Outlook 2010, however it can be