Best Practices Archives – FMT

Tracking and Reporting Projects using Office 365 and Project Online

Did you know Office 365’s tools can make your PMO run more efficiently?

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  1. Best Practices, Microsoft Dynamics CRM, SharePoint

    Put That Pen Down! 3 Ways to Save a Tree and Save Some Time

    It all begins with an email, phone call or physical meeting.  You scramble, trying to make sure you write down every single detail, but let’s face it!  We can’t possibly write as fast as people talk. I used to think of myself as more of an “old-school” type when it came to notetaking, document management,…

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  2. Best Practices, General Tech, News and General

    How to Design a Scalable Chart of Accounts

    One of the first tasks when implementing a new accounting software is designing a new chart of accounts (COA).  Some of you accounting professionals out there might see this as a great and exciting opportunity to revamp that messy, outdated and unstructured COA you are stuck with. However, to others, this could be a daunting task…

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  3. Document Management, SharePoint, Best Practices, SharePoint, FMT Consultants, Productivity, Collaboration, Portals, San Diego, Los Angeles, SharePoint San Diego, SharePoint Los Angeles,
    Best Practices, SharePoint

    3 Document Management Mistakes Every New SharePoint User Makes

    If you are new to Microsoft SharePoint Online, or are considering implementing SharePoint Online, resist the following common mistakes: Creating a File Share on SharePoint Placing everything in SharePoint Thinking of SharePoint only as a document management tool File Share Pains For many, the reality of document or file management is a nested folder hierarchy…

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  4. Best Practices

    [Infographic] Don’t Trust Your Business to a Monster: 5 Traits to Look for in a Consultant

    Imagine… You’re in the office, you check your email while you sip your coffee and get organized for the day. Suddenly your boss walks in and calmly begins to introduce to you a big, looming, intimidating monster. He explains that the monster will improve your productivity by implementing business solutions that will revolutionize the way…

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  5. Best Practices, IT

    Tips for Submitting a Support Case to FMT Customer Care

    FMT’s dedicated Customer Care team offers support services for a wide range of applications and IT solutions, including Microsoft Dynamics GP, Dynamics CRM, Office 365, SharePoint, NetSuite and SAP Business ByDesign. Our Customer Care is here to assist you with any issues that arise with your technology solutions. Based on your FMT customer care agreement,…

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  6. Best Practices, General Tech

    Multi-Channel Management Best Practices – Item Management

    If you are like most companies today, you are selling through multiple sales channels. Many companies are expanding their reach beyond traditional brick and mortar stores and increasing revenues through online stores and marketplaces like eBay and Amazon. This strategy requires a good plan to manage items as the cost of inputting item information to…

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  7. Best Practices, IT

    The Journey to a Proactive IT Department

    The Challenges As in most companies, IT is a cost center and as IT professionals we face certain challenges. These challenges include unpredictable/costly downtime, managing IT costs, time management, prioritization, risk and exposure as well as strategic issues. Each of these challenges revolves around time and money. Often, these challenges are aggravated by time constraints,…

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