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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, calendaring, and especially to-do lists.  I had a notebook for essentially everything.   In recent years, I have learned how to ditch the pen and paper and become better acquainted with Microsoft and friends. Here are three ways to save a tree and some time.   Creating the Opportunity in CRM Setting Tasks Setting tasks ensures there is always a future action item to follow through the sales process. Set Reminders Setting reminders allows you to complete follow-ups, document revisions, and deadlines. Calendar Invites/ Appointments Creating these are helpful in that they synchronize to your phone […]
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Some of you accounting professionals out there might see this as a great and exciting opportunity to revamp that messy, outdated and unstructured COA you are stuck with.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 and you might not know where to begin. Regardless of which category you fall into, designing a COA is no small task. It requires a certain amount of forethought and a lot of effort to design and engineer a scalable COA. In this blog, I hope to give you some tips and advice that will help you get started. 1. Best Practices A best practices COA should use standard accounting principles and incorporate items specific to your business. The order of your accounts should align with your financial statements.  It should order by account type and […]
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 on a local File Share. While initially this structure works well enough, as many have discovered it becomes a less than optimum option as folder designs grow. Typical problems inherent in this approach include: Broken access permissions No governance on folder creation nomenclature Extremely slow and unreliable search capabilities Limited document collaboration with nested folders Inconsistent or non-existent document versioning All of the above problems can contribute to poor network performance with multiple versions of documents clogging email servers and bloated network storage containing duplicate documents. Without manually inspecting similar documents, the default reaction is […]
[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 you work, but you still can’t get past the terror. Suddenly, you’re alone with a rampaging creature and your job will never be the same. You Don’t want a Monster for a Consultant. When you work with a consultant, you’re trusting them to provide a deep level of service excellence that will help your company excel. With this in mind, the choice of who you work with is a decision that shouldn’t be taken lightly. To help you weed out those monsters in disguise, we’ve compiled an infographic of 5 traits to look for, and […]
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, we will prioritize our timely response to your issues anywhere from 1 to 3 hours upon receiving your request. Don’t have a Customer Care agreement with FMT? Not a problem. We are happy to help you, however, you will wait up to an entire business day and pay a diagnosis fee of $175 for us to look into your issue. Here are 4 ways you can reach the FMT Customer Care team Email (Preferred): CustomerCare@fmtconsultants.com Phone: (760) 930-6400 option 1 Toll Free: (877) 245-6423 Web: https://www.fmtconsultants.com/training-support/ Help Us Help You… Faster! In order to help […]
See What's New in Parature from Microsoft - Spring 2015 Preview
Below you'll fint the spring 2015 Parature preview release guide. The guide contains information about the many new features and product enhancement within the areas of Knowledge Management, Support Ticketing, Self-Service Portal, Mobile, Social, Chat and Packaged Integrations. Contact FMT Consultants for more information about Parature from Microsoft. Download the full PDF guide here     Content Introduction Knowledge Management Support Ticketing Self-Service Portal Mobile Social Chat Packaged Integrations Conclusion Introduction Technology has fundamentally changed customer care, empowering the customer with as much or more information, devices and channels of engagement as the average customer service agent has to deliver service. Growing expectations have presented brands and organizations with the need to become “customer obsessed” and more deeply invest in the technology that will allow them to productively, proactively, personally and consistently respond to and engage with customers at the time and on the channel of their convenience. Microsoft, the productivity […]
A Quick Introduction to Business Process Flows in Microsoft Dynamics CRM 2013
What are Business Process Flows? Business Process Flows in Microsoft Dynamics CRM 2013 are a new and powerful addition to the Processes section that helps visualize the necessary steps in a business process. From MSDN: A business process flow guides you through various stages in the business process, from start to finish. …..The process flow will tell you where you are in the process, where you came from, and what to do next. You are able to continuously monitor your own progress.  Source: http://msdn.microsoft.com/en-us/library/dn481586.aspx Creating/Modifying Business Process Flows As business process flows are an out–of-the-box construct in CRM 2013, it is quite simple to create or modify a business process flow. The easiest way to view all business process flows is to first select Settings on the command bar, then Processes from the sub-options in settings. Then you will be able to change the view of the processes to Business […]
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 your online sales channels and managing inventory can quickly negate your profits. To operate a multi-channel strategy that maximizes margins and provides a great shopping experience for buyers, follow these steps: 1. Designate an item master management system Don’t jump into eCommerce without understanding the different requirements for item information compared to your traditional brick and mortar store. Careful planning and organization is required to keep item information consistent between sales channels. The best way to organize item information is to create a single location for your item master data. An item master is the […]
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, lack of prevention, low department knowledge levels and unpredictable costs. All of these factors can lead to many IT setbacks and most of all potential data loss. According to a peer review journal from the Graziadio School of Business and Management at Pepperdine University, data loss is caused by the following reasons: In order to mitigate these challenges, IT management must become more proactive. We hear this term in many different contexts. We hear “work smarter not harder” or “don’t put off till tomorrow what you can do today”, and in many cases IT professionals […]
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