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Mekorma Update Procedures
On behalf of Mekorma: Mekorma has found that the latest Microsoft Windows .Net 4.7 Framework Update is causing an issue with the Mekorma MICR Software functionality. Even if you are not currently experiencing these issues, it is highly recommended that you upgrade your software now to avoid the issue before it occurs. The two common behaviors you may encounter exhibiting this problem include: Security warning stating users are not authorized to print out of checkbooks. Warning: Unhandled object exception: The parameter is incorrect. Note: Not all Windows programs lists that have these KB's installed name the .Net 4.7 Framework. Regardless, if any of the following KB's are installed, the guidelines below for upgrading due to .Net 4.7 incompatibility would still apply: KB3186497 KB3186505 KB3186539 KB3186568 The current builds on Mekorma’s website resolve these issues and support Windows 10 and .NET Framework 4.7. Please go to the download page and install the build of Mekorma that […]
When State Auditors Head out of State
State auditors are on the move. While most businesses expect (i.e., dread) to be audited by their home department of revenue, it often comes as a surprise to learn that state tax authorities routinely send auditors to, or hire auditors from, other states to capture unreported sales and use tax revenue. Some states go so far as to have remote offices. For example, the Texas Comptroller has audit offices in Los Angeles, New York City, and Tulsa, Oklahoma. California has field audit offices in Chicago, New York, and Houston. There are Missouri Department of Revenue offices near Chicago, Dallas, and New York, while the Florida Department of Revenue has offices in Atlanta, Chicago, Dallas, Houston, Los Angeles, New York, and Pittsburg. The Utah State Tax Commission doesn’t specify where all it has sales and use tax auditors but notes that they “spend a majority of their time at taxpayers’ offices […]
FMT Consultants, a Leading Technology Partner, Announces nVerge 2017 - a One-Day Conference Featuring Microsoft, NetSuite, SAP, and IT Solutions
nVerge 2017 takes place on May 25th in San Diego, CA and offers 24 educational sessions, a keynote on leadership, an ongoing exhibition with software vendors and IT service providers, and networking opportunities. FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, announces nVerge 2017—the fifth installment of its annual event. nVerge 2017 is a one-day technology conference focused on helping business executives and end-users navigate the changing technology landscape—and understand how they can leverage technology to drive revenue, reduce cost, and increase customer acquisition. During the one-day conference, attendees can choose from 24 educational sessions on Microsoft Dynamics 365 (CRM) & GP, NetSuite, SAP Business ByDesign, Microsoft SharePoint, Business Intelligence solutions, Microsoft Office 365 and Azure Cloud. For a full agenda visit http://www.nVerge2017.com. The agenda also includes a keynote from Dr. Victoria Halsey—Vice President of Applied Learning, The Ken Blanchard Companies—on Leading People Through Change, […]
FMT Consultants Achieves Silver Cloud Customer Relationship Management Competency from Microsoft
Southern California based technology provider, FMT Consultants, continues to demonstrate best-in-class capability and market leadership by achieving Microsoft Silver Cloud CRM Competency.   SAN DIEGO, CA FEBRUARY 24, 2017 FMT Consultants, a leading provider of integrated business management solutions and information technology services based in San Diego and Los Angeles, has announced that it has earned the Microsoft Silver Cloud Customer Relationship Management (CRM) Competency, bringing the firm’s total number of competencies from Microsoft to eight.   Achieving the Microsoft Silver Cloud CRM Competency validates FMT as a premier provider of Microsoft Dynamics 365 (formerly Dynamics CRM Online)—Microsoft’s cloud-based customer relationship management solution.   To achieve the Silver Cloud CRM Competency, FMT team members successfully completed exams and are now recognized Microsoft Certified Professionals. Additionally, FMT demonstrated its ability to deliver successful projects and assessments by exceeding several software revenue goals, and providing multiple customer references.   “As a leading […]
[Live Event] NetSuite Tips & Tricks
NetSuite User Group will be featuring FMT Consultants at upcoming live event On January 19, 2017, we will be hosting a featured presentation at the San Diego NetSuite User Group event. During this session, we will be discussing tips & tricks on optimizing your NetSuite development. A few key topics we will be covering include: Hidden powers of global search How to automatically send customer statements On screen alert messages your users can't ignore And more tips from our team of consultants! We invite you to join us for this special presentation and network with like-minded NetSuite individuals. This event is completely free of charge, and we'll even throw in some beverages and hors d'oeurvres! If you are interested in attending, please RSVP here. Space is limited so don't wait till the last minute! Save My Seat →
Top 6 Blogs of 2016
As the countdown to 2017 begins, let’s not forget about all the great moments of 2016. We have gathered the top 6 blogs written in 2016, chosen by you (our readers!).   1. How to Install and Configure OneDrive for Business Next Generation Sync Client There were a lot of new features released for OneDrive for Business in 2016 that extended beyond just simply storing, syncing, and sharing your work files. Make sure you’re up to date with all the new features of the latest release, if not we’ll show you how to install the latest version in this post.   2. 5 Easy Steps to Integrating Microsoft Dynamics CRM with Your Website Forms With the prevalence of Omni channel marketing- utilizing multiple concurrent channels to engage with prospects and customers – most marketing and sales professionals inevitably face the challenge of data management. Read this blog to see how ClickDimensions, a […]
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 […]
DocuSign – The Friction Buster 
At FMT we run our business on the platforms we sell. Before we consider adding a new tool to our sales repertoire, we implement it and learn the ins and outs as beta testers to ensure it provides value to our customers. When we implemented DocuSign, I had an inkling it would become an indispensable tool to those of us that sell for a living. Before DocuSign In the past, we would have to print contracts, hustle to the printer across the room, hunt down our CEO for a signature, hustle back to the scanner, scan the contract, rename the file, save it to the hard drive, launch outlook, and then finally email it to the customer. The customer was then required to print the contract, hunt down their Executive’s signature, re-scan the document, rename the file, save it to their hard drive, launch outlook, and email it back. Finally, […]
Thank You From All of Us at FMT Consultants!
Thank You for Your Support! The Thanksgiving holiday is finally here and in the spirit of the season we’d like to send a big thank you from all of us at FMT. We appreciate each and every opportunity we get to interact with our clients like you! Through your continued support of FMT, we've been able to do great things in our community. This is something that we will be able to continue into the New Year as we look to participate in the Operation Help a Hero Program and volunteer at Father Joe's Village. So once again, thanks for your support! We hope you have a wonderful Thanksgiving, and a happy and healthy holiday season.
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 […]
Bring Your Appointment Book into the Future: Office 365’s Bookings Service Comes to Facebook
No one likes to play communication tag with their contacts when they’re trying to get things done. That’s why Microsoft developed Bookings, an appointment scheduling service that allows clients to schedule appointments with you, even when you’re not around to answer that email or phone call. What is Bookings? Bookings, a service in the Office 365 suite, provides businesses with customized self-service scheduling. A client is given visibility over the times you’re available to meet with them and they can easily book an appointment via the web page on any device. All bookings can be viewed on a centralized booking calendar that provides visibility across your whole team. Bookings can be easily managed, reassigned, or rescheduled within the calendar, and it even works on mobile. Microsoft even took into account the “schedule and forget” mentality that can happen to us all when we get busy. After an appointment or meeting […]
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 […]
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