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[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.
Task Automation – Microsoft Flow and Smartsheet
Task Automation is today’s need, to save an Organization’s precious time and resources. Task Automation allows the use of various systems and technologies to reduce the amount of human intervention to complete a task or a process. Microsoft Flow is a cloud-based tool that allows users to create and automate tasks and workflows across applications and services. Automation happens behind the scenes and thus requires minimum or none interaction from users. These automated tasks and workflows are called “Flows”. Microsoft Flow, like other Automation Services, do one most of the simplest thing: they create cause and effect links between various services and applications we use. IFTTT (If This Then That) is one example of such Task Automation service available today. Flow’s strength is its integration capabilities with Microsoft Apps and Services, like Office 365, SharePoint Server and Dynamics 365. Currently, Microsoft Flow offers 131 Services and Apps, which we can […]
Still on Microsoft Dynamics CRM 20something?
If your organization is currently running an on-premise or hosted CRM deployment, it’s seriously time to start planning the move to Dynamics 365 on the Microsoft Cloud. Here are three reasons why the cloud version of CRM makes sense for you: You don’t want servers anymore If you’ve ever stood up an on-premise version of CRM before, you know that you’ll need at least a SQL Server and a Windows Application Server. The supported versions of SQL or Windows Server range from 2008R2 to 2016, you need to create service accounts for things like the VSS Writer Service and the Async Service—not to mention you’ll probably need the E-mail Router and Reporting Server Services set up. I haven’t even mentioned a single Account or Customer yet and there is already all this complexity that needs to be managed. With Dynamics 365, an organization can be provisioned literally in minutes and […]
[Video] Mobile App Development Made Easy with Microsoft PowerApps and Flow
Easily create seamless mobile applications without typing a single line of code! Included in Microsoft's latest Dynamics 365 solution and Dynamics CRM 2016 Online, Microsoft PowerApps and Flow allows you to easily design your app, connect to a variety of business solutions you are already using, and create workflows in just a few clicks. In this video, we will be building a custom mobile application from scratch to show you just how simple it is to create a solution that can help you work less, and do more. If you want to get started on your custom mobile application today, let us know by filling out the contact form below, we'd be happy to help!
The End of Microsoft Dynamics Marketing – Make Way for Dynamics 365
As of November 1, Microsoft has discontinued the sale of Microsoft Dynamics Marketing to new customers. This change paves the way for the adoption of Microsoft’s new product, Dynamics 365. Microsoft will be supporting their Marketing customers through the new Dynamics 365 for Marketing application. Built specifically for Dynamics 365, this new app is expected to be released Spring 2017. The app will be part of the Dynamics 365 Business Edition, and according to Microsoft, will leverage “years’ worth of customer feedback, internal experience, and industry refinements in the marketing space to bring forth the next generation of marketing.” What’s Included? Dynamics 365 for Marketing will include support for email marketing, event management, and landing pages. Additionally, the application will have deep integration with Dynamics 365 for Sales. Users of both Dynamics 365 for Sales and Marketing will be able to manage their prospects from lead to customer. This is […]
Summit16 Day 1 News Round Up: Dynamics 365, Intelligence, and More!
Yesterday was the opening day of Summit16 in Tampa, Florida and we’re lucky enough to be a part of this great experience!  We thought we would pass some of this information on to you. So without further ado, here’s what we learned during Day 1! The Keynote Day 1 featured an amazing keynote which gave us our first look at many parts of Dynamics 365. Not only did we get a look at Dynamics 365, but we also learned about several technologies and products that have been rumored for a while.  We also learned that, as part of Microsoft’s change in approach, the Dynamics suite of products can now be bought/activated by individual products or, as they are now referred to, lines of service. Intelligence The Dynamics 365 native integration has officially brought the mobility space, enhanced by Cortana AI capabilities, across the Suite for the first time. There is […]
Don’t Fall Behind! Get Ready for Dynamics 365!
Here at FMT, we’ve been eagerly awaiting Dynamics 365 for months. Today, Microsoft added to our excitement by making some major announcements about their newest business solution! In this blog post, we’d like to share with you everything we’ve learned about Dynamics 365 and how it’s going to change the way that you do business. What is Dynamics 365? Dynamics 365, formerly known as Project Madeira, is Microsoft’s new way of bringing together the best from their Dynamics ERP and CRM cloud services. Along with the many apps available on Microsoft’s AppSource, your business will be able to build the perfect, custom tailored system. This software as a service model makes it easy to start small and add functionalities as you need them, freeing your business to grow at its own pace. Intelligence for Your Entire Business One of the most exciting features of Dynamics 365 is the way it […]
4 Dynamics 365 Features That Make Managing Your Business a Breeze
Here at FMT we’re excited about the upcoming release of Dynamics 365 for Financials this fall, and want to share a sneak peek of some of the features that are going to make managing your business a breeze! Dynamics 365, formerly Project Madeira, is Microsoft’s newest line of Dynamics business solutions. Customizable, mobile, and affordable, Dynamics 365 will help you do more without breaking your budget. In this blog, we’ll cover four of our favorite features from the public preview of Dynamics 365 that are sure to help make managing your business simple. 1. Simple Navigation One of our favorite things about Dynamics 365 is how simple it is to navigate to the information you need. From the home screen, you can easily access common tasks like creating quotes, orders, and invoices by simply clicking a tile. The home screen also provides real-time performance metrics for your business—so you can […]
Revolutionize Your Business Processes with Microsoft Dynamics 365
Microsoft wants to help you transform your business. In the recent months, we’ve been getting excited about Microsoft’s plans for the future of its Dynamics business solutions. Today, we’d like to share that excitement with you. At Microsoft’s World Partner Conference this past month we gained a lot of valuable information about Dynamics 365, formerly Project Madeira, and how it will help organizations streamline finances and operations in an integrated business solution. In this blog post, we’ll go over what we know about Dynamics 365, how your business can benefit from it, and how Microsoft plans to revolutionize the way your business operates. What is Microsoft Dynamics 365? Dynamics 365 is Microsoft’s way of helping you manage all your business operations from finances to marketing in one affordable, easy to use, cloud-based system. Bringing together the best of Microsoft Dynamics ERP and CRM cloud services, along with a wealth of […]
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