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Business Central and Auditing Changes
Auditing changes in Microsoft’s Dynamics 365 Business Central, like with any ERP, is fundamental to ensuring compliance. In this blog, we’ll take a look at the differences between the 2 tools that you can use to audit changes in Business Central.   The first is native functionality, and the other is an app that you can add-on.  By the end, you’ll have a solid idea of how these options can help you audit changes in your ERP. Let’s jump in! Business Central Change Log The Change Log functionality is built-in to Business Central.  It’ very simple to setup and get going in it.  Putting you’re controls in place quickly. The Change Log can track changes when a value is inserted, modified or deleted from a field. It also provides a nice viewable log with the user id, date/timestamp, before and after values as well being exportable to excel. The actual process […]
Getting Started with Dynamics 365 Business Central
Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Signing up is easy, and you can migrate existing business data from your legacy system. To help you with your subscription, contact FMT Consultants, a Microsoft Gold Partner for your Business Central. When you sign up for the Business Central preview you get access to a demonstration company. The demonstration company contains sample data, but you can create your own sales documents, for example, or set up a bank account. Get to know Business Central In Business Central, some things will be familiar to you, and other things might be unfamiliar. In the demonstration company, visual guides explain core functionality and help you try out daily tasks like creating a sales invoice and viewing a report. If you leave a guide, for example, to explore Business […]
Dynamics 365: 2019 release wave 2 plan
The release plan (formerly release notes) for the 2019 release wave 2 describes all new features releasing from October 2019 through March 2020 for Dynamics 365. You can either browse the release notes online or download the document as a PDF file. New for wave 2: The Power Platform (PowerApps, Microsoft Flow, and Power BI) features coming in the 2019 release wave 2 have been summarized in a separate release plan. 2019 release wave 2 overview The 2019 release wave 2 for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. The enhancements to Dynamics 365 applications include hundreds of new capabilities across the business process applications: Sales Marketing Customer Service Field Service Project Service Automation Finance and Operations Talent Retail Business Central The 2019 release wave 2 enhances artificial intelligence capabilities to help organizations accelerate their transformation of customer service, sales, and marketing […]
How to rename Business Process Flow stages in Microsoft Dynamics without disconnecting your sales pipeline
I think we can all agree that every customer has their own unique business processes. If you are running Microsoft Dynamics 365 v8.2 or Dynamics 365 v9.0, CRM 2016, the pre-defined stages available within the Business Process Flow (BPF) might not suffice. So in this blog post, I will go over customizing BPF stages and renaming them for a custom flow without disconnecting your sales pipeline. Note: if your business only needs out of the box stages i.e. qualify, develop, propose, close from the Lead to Opportunity BPF or any other existing ones, this blog might not be for you. Based on my experience at FMT Consultants, 80% of the CRM implementations are not using out of the box stage names. So I am sure you're still with me! Now let’s dig into to it by examining the “Lead to Opportunity Sales process.” As you may know, the attribute attached […]
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 […]
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 3: Knowledge is Power
FMT has learned a lot at Summit16 this year, but we’re not done! We spent Day 3 attending many different educational sessions. In today’s update, we’ll give you a quick overview of what we learned. Project Service: Lifecycle from Sales to Service Deployment Microsoft now offers a solution to manage the entire lifecycle of their client-facing services projects within its CRM platform. CRM Project Service extends the Dynamics CRM platform to enable it to function as a single system of engagement for sales, project delivery, resourcing, and billing activities. Project service capabilities in Microsoft Dynamics CRM provides an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Additionally, Project Service facilitates collaboration on projects across the entire enterprise. Customer Insights Powered by Dynamics 365 and Cortana Intelligence Dynamics 365 and Cortana Intelligence bring together all interactions that a customer has […]
Summit16 Day 2: CRM Smack Talk Comes to the Workplace
FMT is at Summit16 this year and Day 2 showcased just as many exciting developments as Day 1. If you missed our first news roundup of Summit16 don’t worry, you can find it here. Education It’s no surprise that Microsoft is continuing its vision to bring technology to the education experience. After all, they’ve been championing students and teachers everywhere for a while now. Day 2 saw the promise of continuing this effort with new tools and features that simplify and enhance the teaching and learning experience. Gamification Fostering “Smack Talk” at Work CRM will now have a “gamer’s view” where managers can create teams and allow them to compete while CRM tracks and shows their progress. These contests come with sports and game like templates such as a basketball court, customizable uniforms for team members, and more. Generation gap bridged! CRM Marketing CRM is in the process of refreshing […]
How to Process Fully Applied Documents for Vendors in Dynamics GP
Many Dynamics GP AP users complain about seeing old fully applied documents on the check stubs as they print a check for a vendor. What these users might not know, however, is that solving this common complaint is as easy as processing an old fully applied document through a regular check batch and posting it as a $0 batch before you actually print a live check. In this blog, we’ll show you how you can easily process fully applied documents for vendors in Dynamics GP. Go to Purchasing, select Transactions, and then click Checks Create a batch and save it. Enter the Vendor ID range (that you want to process fully applied docs) and hit Insert Check off ‘Print Previously Applied Documents’ Click Build Batch Wait until the Batch Total is no longer zero, then click Edit Check. Use the second arrow on the bottom left to scroll to the […]
DocLink Takes Your Business Paperless Any Way and Anywhere
Do these situations sound familiar to you? Too much paper, convoluted access to documents, and/or no control over day-to-day processes and time? The concept of business productivity can become a reality by adopting a document management initiative and automating age-old paper practices. This video will educate you about integrated document management and the ROI of this automation tactic. Adopt Certified for Microsoft Dynamics (CfMD) solution DocLink in any department, with any process, and anywhere to: Topics include: Scan and route documents Create alerts Customize forms Automate workflows Access files from any device
FMT Consultants Achieves a Microsoft Gold Customer Relationship Management Competency
FMT Consultants demonstrates best-in-class capability and market leadership through demonstrated technology success and customer commitment. San Diego, CA, August 21st, 2014 - FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, today announced it has attained a Gold Customer Relationship Management competency, demonstrating a “best-in-class” ability and commitment to meet Microsoft Corp. customers’ evolving needs in today’s dynamic business environment and distinguishing itself within the top 1 percent of Microsoft’s partner ecosystem. To earn a Microsoft gold competency, partners must successfully complete exams, resulting in Microsoft Certified Professionals, to prove their level of technology expertise, and then designate these certified professionals uniquely to one Microsoft competency, ensuring a certain level of staffing capacity. In addition, these partners must submit customer references that demonstrate successful projects along with implementing a yearly customer satisfaction study, meet a revenue commitment and pass technology and sales assessments. Founded in 1995, FMT […]
Increase User Adoption with Your Own In-House CRM Support Entity in Dynamics CRM 2013 - a Step-by-Step Guide
User adoption is pivotal when implementing Microsoft Dynamics CRM within your organization. A key component to turning your CRM implementation into a successful investment is by providing timely post go-live and on-going support in a manner that reassures your users that the system will be properly supported. Support could range from training, user feedback, suggestions, enhancement requests, technical issues, bugs, reporting requests, etc. It’s best to have a solid plan in place, whether that’s using an existing I.T. ticketing system or having dedicated staff. But the reality is that many companies don’t have the time and/or resources to put something in place until after the first critical user adoption period has passed. If users don’t adopt to the system initially, it makes it much harder to get them on board later on. One way to show your users that they’ll have the support they need is by creating your own […]
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