FMT Consultants, Author at FMT - Page 2 of 21
FMT Consultants acquires Red Sky Solutions
Respected Carlsbad IT consulting company adds experienced Salesforce consulting practice to portfolio. Carlsbad, CA, April 8, 2018 -- Today, FMT Consultants (www.fmtconsultants.com) announced the successful acquisition of Red Sky Solutions, an Orange County, California consulting company that focuses on providing Salesforce implementation and integration services. As a result of the acquisition, FMT will immediately bring new Salesforce consulting and implementation expertise to a customer portfolio that includes manufacturing, distribution, life sciences, sports and services companies. Financial terms of the agreement will not be disclosed. “FMT Consultants has spent more than two decades building a respected software implementation business around the Microsoft and NetSuite platforms,” said Eric Casazza, CEO of FMT Consultants. “With the acquisition of Red Sky Solutions, we add another compelling option for our customers by bringing on an experienced Salesforce team as an integral part of FMT. We’re excited to start working together to deliver integrated solutions to […]
Top 6 criteria for implementing NetSuite with a trusted partner
Here at FMT, we get 2-3 calls a week from companies in the middle of their phase one of NetSuite implementation asking us for assistance. The calls usually go the same way: “We burned through 70% of our budget, only completed 15% of the implementation”, or “we selected the wrong implementation team”. NetSuite is a powerful ERP platform that can help transform your business but if you don’t select the right implementation partner, chances are, you will be one of those weekly calls. In this blog, we will go over the top 6 criteria to consider before deciding on your next NetSuite trusted partner. Vertical Expertise & Reference FMT specializes in wholesale distribution and manufacturing and has the NetSuite references to prove it. If the partner you’re speaking to does not understand your business, how can they help you be successful? If they don’t have happy clients willing to share […]
New CRM Features in Dynamics 365 July 2017 9.0 Update
With the new Dynamics 365 July 2017 9.0 Update, Microsoft has rolled out several exciting new features and enhancement for CRM. In this article, we will review 3 of these features which can improve you Dynamics CRM: Unified Client Interface, LinkedIn Sales Navigator, and the Multiselect Option Set. 1. Dynamics 365 Unified Client Interface With the new Unified Client interface, users will be able to have a single experience across all different UI’s like Web, Mobile, Outlook & Tablet! This UCI will be rolled out first to the Business Edition & later on for the enterprise Edition! The idea behind this is that the era of web vs. mobile is over and now the UI will adapt to the screen in use. You will also have the same customization options in each. Content will be presented in a way that will reflow […]
[Video] Microsoft Dynamics GP Year-End Close
Closing out the year can be a challenging exercise that even the most seasoned accountants face with some apprehension. Watch this Microsoft Dynamics GP year-end close video to run through a winning approach for the big event! <span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span> Hopefully, this video helped you learn a few tricks to help you during your year-end processes. If you have any additional questions or need further assistance with your Dynamics GP solution, please feel free to let us know by filling out the contact form below. Looking for more resources? Download our GP Year-End Close Manual Get 90 pages of step-by-step instructions and screenshots on how to close the books in Microsoft Dynamics GP.
Dynamics GP Bank Transfer Node for SmartConnect using Multi-Entity Management
Why should you care about a Bank Transfer Node for SmartConnect? If you ever run into the need to create a map in SmartConnect for Bank Transfers you will notice there isn’t a node available for that. You can create your stored procedure and register the Bank Transfer Node. In this blog, we will go over a quick guide to help get you started on what you would need to register the Bank Transfer Node for SmartConnect. Create your procedure with the validations, inserts, and updates needed on your environment. The one I created was for Dynamics GP 2016 R2 using Multi-Entity Management (MEM). Here is a list of the tables affected by the stored procedure: Insert into the following tables: Depending on the table you’re inserting and the intercompany distributions, you might need to insert one, two or four lines. I would suggest that you create a test […]
[Video] NetSuite Year-End Close
Closing out the year can be a challenging exercise that even the most seasoned accountants face with some apprehension. Watch this NetSuite year-end close training session to run through a winning approach for the big event! Hopefully this video helped you learn a few tricks to help you during your year-end processes. If you have any additional questions, or need further assistance with your NetSuite solution, please feel free to let us know by filling out the contact form below. Looking for more resources? Download our NetSuite Year-End Close Manual Get 30 pages of step-by-step instructions and screenshots on how to close the books in NetSuite.
Autosave Feature in Microsoft CRM
Back in 2013, Microsoft added a nifty Autosave feature to CRM 2013 during the Polaris or UR 12 release for CRM which is still here today in Microsoft Dynamics 365. How does it work? Essentially you don’t have to manually save your work anymore! Instead, every 30 seconds after a field changes and if you’re still on the form, the record is automatically saved to the server. The only time you will ever need to manually save a record again is when you first create it! Afterward, you never have to click on any save button ever again. Now you’re all wondering how one might add this Auto Save functionality to your Dynamics 365 CRM. Just follow these two simple steps: Go to the Dynamics 365 Menu and navigate to Settings > Administration > System Settings Under the General tab, on the first line, you will see “Enable autosave on […]
[Video] 5 Ways to Beat Finance Season
It’s the end of the year, and the busiest season for finance teams. You’re busy. Too busy. There’s so much to do and not enough time. There’s just not enough of you to go around. How can you possibly get it all done and avoid the year-end crunch? Watch this free webinar to see how Concur can help you: Survive the year-end crunch Learn how your company can reduce frustration and expense hassles through automation. Save time and money Make your business run better by booking travel, submitting expenses and invoices with Concur’s integrated cloud solution. Be the office hero Use actionable insights to control spend before it happens. De-stress with us and learn how to control spending – wherever and whenever it happens – with a simple, powerful expense-management solution.
New NetSuite Features in 2017.2 Release - SuiteScript and SuiteFlow
With the release of NetSuite-2017-2, we can look forward to a new set of features to add to the existing NetSuite system we all know and love. NetSuite will be buffing up across the board. This blog we will focus specifically on SuiteScript and SuiteFlow updates. Priority Settings on Script Deployments All map/reduced and scheduled script deployments have now priority settings included. You are now able to set the priority to ‘Low’, ‘Standard’, or ‘High’. Standard priority is the default setting. Use Low priority if the script can afford a longer wait time. High priority marked scripts will be moved up in the queue and will be processed more quickly. This feature should prove to be beneficial for both developers and customers. There are many scenarios where certain tasks need to be executed more immediately than others while other tasks can wait a little longer before being processed. You can also […]
[Video] Nurture Leads & Build Customer Loyalty with Marketing Automation
The relationship between buyers and businesses are changing, engaging your prospects at every stage of the buying cycle is now essential to closing more deals. Watch this video to discover how you can deliver customized, memorable experiences and start turning every lead into a loyal customer with marketing automation. We'll explore: What is it and who uses it Why marketing automation is an essential tool How to shorten your sales cycle with marketing automation If you want to learn more about how your organization can take advantage of marketing automation to help you keep prospects and customers better engaged, feel free to reach out to us by submitting the form below. We'd love to hear from you!
2017 Mid-Year Sales Tax Changes
Repost from Avalara Dealing with change is standard operating procedure for many companies: employees leave and are hired; new products are introduced and old ones phased out; there are booms, and there are busts. On top of all that, companies need to account for sales and use tax changes. Significant changes in rates, regulations, and product taxability often take effect July 1, which is the start of a new fiscal year in all but a few states. At the end of 2016, we shared many of the sales tax changes set to occur January 1, 2017. These included state sales tax rate changes in California and New Jersey, the expansion of sales tax to certain services in North Carolina, the prohibition of taxing more services in Missouri, and a bevy of recently enacted soda taxes and tampon tax exemptions. At mid-year, we’re seeing a few propositions that signify […]
[Video] Connect Customers and Their Information with CRM + SharePoint
Are your customer documents (quotes, contracts, etc.) associated with the correct customer and easily accessible from within their account record in CRM? If it takes your sales team more than a few clicks to find accurate customer information, you can streamline your process and improve sales performance with the powerful combination of Microsoft Dynamics 365 (CRM) and SharePoint. In this video… Discover how you can store and manage documents in SharePoint—providing external users access to collaborate on the documents View documents within the context of a record in Microsoft Dynamics 365 Explore rich features such as enterprise search, custom folder hierarchy, and auto site provisioning. As your local Microsoft Partner, FMT Consultants can help you combine the customer management capabilities in CRM and the information management capacity of SharePoint. You’ll gain a complete view of your customers and their business documents, without having to jump between systems.