KMS News

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

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