News from KMS and the industries related to it.
In Dynamics 365, Microsoft has recently updated the Advanced Settings area into the ‘New Settings Experience’. The key presses to access this area are as follows: 1. Click on the ‘cog’ icon and select ‘Advanced Settings’: 2. The settings are now presented as below: 3. The items are now displayed in an extended list to […]
The New Settings Area in Dynamics 365 Read More »
Business development management in the construction industry can be a complex and time intensive process including a wide range of moving parts like, planning, identifying new market opportunities, scheduling and managing collaboration amongst all stakeholders. It is key for business development teams to be abreast of all these elements and track them on a regular
Five Ways Dynamics 365 Enhances Contractor Workflow Read More »
In today’s dynamic and fast paced construction industry, managing and maintaining strong and trusted client relationships and ensuring project details are accurate and up to date is essential for success. A Customer Relationship Management (CRM) system is a transformative, comprehensive, efficient and streamlined tool. This article explores how CRM is reshaping operations of business development
How CRM Solutions Can Revolutionise the Construction Industry Read More »
Microsoft Dynamics 365 offers powerful CRM solutions tailored to the needs of businesses of all sizes. When it comes to choosing between Dynamics 365 Sales Professional and Sales Enterprise, understanding the key differences in licensing and features can help you make the best decision for your organisation. In this post, we’ll break down the main
Dynamics 365 Sales Professional vs Sales Enterprise Licensing Read More »
The Dynamics 365 for Phones and Tablets application will be deprecated in January 2024. Online users must move to the new Power Apps mobile application. The Power Apps mobile app provides updated capabilities, a modern user experience, and faster load times. Effectively a user using the old app just needs to uninstall and download the
Deprecation of D365 for Phones & Tablets Read More »
In the construction industry, effective project, and customer relationship management (CRM) tools are invaluable. KMS, a specialist in construction CRM solutions, offers KMS Project-CRM, a versatile solution designed to streamline various aspects of construction operations. Among its many features, KMS Project-CRM simplifies subcontractor management, eliminating the need for cumbersome spreadsheets. Click below to explore how
Subcontractor Management in Project-CRM Read More »
Streamlining Building Safety Compliance with KMS Software’s Project-CRM Platform The Golden Thread of Information Claiming to have processes in place for compliance is one thing, but having a systematic record of those processes enables organisations to demonstrate adherence and identify potential gaps. With the combination of KMS Software’s Project-CRM platform and SharePoint integration, effortlessly log
Streamlining Building Safety Compliance with Project-CRM Read More »
A little-known feature in the Dynamics 365 Unified Interface that has gone under the radar is the Scan Business Card button. This feature just needs to be added to the ‘Quick Create’ form for Contacts.Our blog post details how to set it up in both different customization interfaces and the potential permission issues that users
Streamline Contact Management with Dynamics 365’s Business Card Scan Read More »
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,
AI and CRM for Construction INDUSTRY Read More »
