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Free (yes free!) Microsoft Teams Audio Conferencing
Host meetings through Microsoft Teams? What about one of the many other inadequate competitor platforms? Zoom through this post and let me tell you what Microsoft has in store for you (hint: it includes a year of free Microsoft Teams Audio Conferencing)! We all know that Microsoft Teams is the all-encompassing unified communications and collaboration platform Leader (backed by Gartner!) that enables businesses across the globe to get work done quickly and efficiently. Chat – check. File collaboration backed by best-in-class SharePoint – check. Integrations with business-critical processes and systems – check. All these capabilities for both internal employees and external customers at the same time – check, check, check! You may even be hosting meetings through this essential tool right now, but did you know that Microsoft is also giving customers free use of dial-in capabilities for your meetings? They sure are! From now through the end of March […]
The Importance of Data in Manufacturing
In a world where data consolidation and analysis are becoming ever more vital to business, it can be difficult to know how to best set up your organization’s data strategy to meet future demands. Furthermore, in the business of manufacturing, where there are so many proverbial moving parts and areas to focus on, it can be challenging to note the advantages and cost savings associated with a coherent data strategy when compared to other areas of the organization (i.e. sales, operations, research and development, procurement, quality assurance, etc.). However, having access to well-defined and accurate data can lead to insights and cost savings that propel a manufacturer to the next level of their business as well as outperform competitors, for several simple and powerful reasons cited by Kevin Snook, author of Make It Right: 5 Steps to Align Your Manufacturing Business from the Frontline to the Bottom Line. If you […]
1 Key Salesforce Security Best Practice
We've seen many assume their Salesforce orgs are secure enough: why should they care about FMT's recommended key Salesforce security best practice? Consider that phishing attacks are increasing and 2020 stood out. 88% of organizations around the world experienced spear phishing attempts. Remote workers are being targeted more than before. And in a successful attack, nearly 60% of organizations lose data, nearly 50% are infected with ransomware, and nearly 35% of organizations experienced financial losses. Those are scary statistics. How can we keep our Salesforce data secure? Let's say you implemented Salesforce a while ago and everything is working well. It's flexible enough so that you can easily change a picklist value or add a little automation. But you probably haven't thought about security since you implemented Salesforce. In my experience, most implementations configure data access (which users can see or edit which records and which fields). But very little […]
How to Enable the Updated NetSuite Bank Reconciliation Process
NetSuite 2020.1 brought with it various new features and enhancements to existing features for users. One such improvement is NetSuite’s updated bank reconciliation process! This feature works out of the box with most major U.S. and Canadian banks, but a plug-in is needed for banks in other countries. Here’s a quick overview of how to take advantage of the NetSuite feature. First, users should enable the updated bank reconciliation process in NetSuite. Navigate to Setup -> Accounting -> Chart of Accounts, and click on the bank account you would like to enable for the new bank reconciliation process. Mark the Use match bank data and reconcile account statement pages, and then save. Do note that when you enable the Use match bank data and reconcile account statement pages, the bank account will not show up on the Reconcile Bank Statement Page (like in the old method). Next, users will transform […]
Warehouse Cycle Counting with Business Central
What is cycle counting? Let’s be honest, setting up and processing inventory counts on a regular basis is one of the least exciting parts of running a distribution business. In reality, there is no one who enjoys undertaking this tedious activity. In fact, rather than addressing this need, many choose to ignore it, especially if they have a lack of resources and time. However, performing cycle counts on a frequent basis and aligning them correctly within your warehouse(s) is critical in achieving better metrics for inventory accuracy, turnover ratio, lead times and delivery dates. In this blog, we’ll explain how all of this can be accomplished using Microsoft Dynamics 365 Business Central (BC) with its ease of processing a count. Warehouse cycle counting is a perpetual counting system where a small subset of inventory, in a specified location, is counted on a specified day. By performing cycle counts, you are […]
Read This Before Importing Contacts to Business Central
With the recent “Edit in Excel” and enhancements to Configuration Packages, importing data into a new Microsoft Dynamics 365 Business Central (BC) Company is more streamlined than ever before. But I recently encountered issues with the Business Central Contact List during the data migration phase of a project. The issue: thousands of Contact records that were not intended to be there. What made matters worse? At first attempt, it seemed near impossible to delete the records. One more tick in my daily grind where I scream to the BC gods, “Bring back my Object Designer!” Normally, a little bit of research on the Microsoft Partner Portal, forums or Microsoft documentation will give some good tips and tricks for handling this massive amount of records. There is some great intro training on Marketing and Business Central Contacts in the MS documentation here. Sadly, there is nothing on my current dilemma. But, […]
Leveraging AI with Salesforce Einstein Chatbots
Are you ready for an Artificial Intelligence Chatbot? In 2018 Gartner predicted that Chatbots will power 85% of all customer service interactions by 2020. It’s 2020 now and they were probably overstating the rapidity of AI Chatbot adoption.  But they weren’t that far off the mark. Chatbot technology has made rapid advances and our understanding of what makes a good Chatbot has also grown. Now that our know-how and the technology are ripe – should your company start implementing AI Chatbots? We’ll look at Salesforce Einstein Chatbots to see if we can answer that question. What is a Chatbot? A Chatbot is an application that simulates human conversation via text message. It allows your customer to talk to a computer that then directs the customer to the resources that they request. Chatbots allow you to add an additional channel of communication to your sales and support strategies.  You may have […]
How to Request Your NetSuite Release Preview Account
NetSuite has announced they will begin providing customers with access to Release 2020.2. Like usual, upgrades to Release 2020.2 will take place over the next three months, from mid-August through mid-October. But something has changed! As of this week (July 27, 2020), you can request a NetSuite Release Preview Account – at no additional cost – to prepare for Release 2020.2. We suggest you take advantage of this! You can start to familiarize yourself with new features ahead of time and also verify that your business workflows will continue to perform properly in the new version. How do you request one? Have your NetSuite Admin go to Setup > Company > Release Preview. From there, click Request Release Preview. Your Admin will receive an email when your Release Preview Account is ready to use, typically within 3 – 5 days. Check your dashboard. The following 2020.2 Release information will be […]
Top 10 Features of NetSuite 2020.1 Release
The NetSuite 2020.1 release ushered in an impressive list of new features and enhancements to existing. The list is long, but we’ve highlighted ten features worth knowing below.   Banking NetSuite 2020.1 has vastly improved banking integration. It is now easy to configure a direct connection to your bank and pull statements in real-time, making reconciliation a breeze! This feature works out of the box with most major U.S. and Canadian banks. (A custom plug-in is needed for banks in other countries.)   Users with multi-subsidiary customer and vendor accounts can assign a primary bank to each subsidiary. This allows for greater control and segmentation.   Inventory Management Supply allocation enhancements make NetSuite an excellent tool for high volume and bulk shipping organizations. Users can easily control inventory allocations from Purchase Order to Sales Order to Fulfillment. A new dashboard allows you to control and redirect inventory across your entire […]
Salesforce Releases New Manufacturing Cloud
For manufacturers, with all the moving parts of the business it's crucial to have visibility across the organization.  This isn’t always easy.  With all the software solutions used to run the business today, it’s even harder.  But Salesforce has not only heard the need, they’re addressing it.   In the last month, Salesforce.com has enhanced it’s functionality and focus for Manufacturing Customers.  They’re calling it, wait for it, Manufacturing Cloud.    And we’re pretty excited about it!   With 20+ years of manufacturing experience implementing and optimizing ERP’s and CRM’s, like Salesforce.com, we understand the pains manufacturers work through on a daily basis.    Manufacturing Cloud will make it easier than ever to cure those pains and bring key functions of the business together to accelerate business and profitability.   Why Manufacturing Cloud?   Some key functions within Manufacturing Cloud from Salesforce.com are:   Sales Agreements/Forecasting Contract Management Price Management […]
Best Practices for Collecting Leads at Events and Nurturing Them
When your organization attends multiple events per year, capturing leads and entering them into your CRM can be time-consuming and inefficient. Sometimes, it takes weeks for your leads to receive follow-ups and nurturing emails from you. Here comes Pardot, a powerful marketing automation software that integrates with Salesforce. Pardot offers capabilities such as forms and engagement program to help your organization to collect leads and nurture them efficiently and effectively. We came up with a scenario where an organization can best utilize Pardot.   Pardot helps Higher Ed reduce administrative work and expedite prospect follow-ups An Oregon university focuses a lot of their recruitment efforts at college recruitment fairs. Their process was simple. Representatives will hand a pen and piece of paper to interested applicants for their contact information. The admissions counselors would receive a stack of paper with the applicants' information for follow-up. While each student eventually received an […]
Creating Powerful Reports Real-Time in NetSuite
Server crashes. Excel spreadsheets. Manually aggregated data. Human errors. Disparate systems. These are just a few struggles that exist with reporting today. Here comes, NetSuite. NetSuite provides a modern reporting experience that isn’t just quick and accurate; it’s easy and can be automated too. Whether you’re looking for at-a-glance Executive Financials or in-depth forecasting of Item Demand, NetSuite has you covered. It offers the power of built-in, real-time dashboards, reporting and analysis across all the integrated processes within the software suite. Let’s take a quick tour of what capabilities NetSuite has.   Dashboards and KPIs NetSuite’s dashboards and reporting capabilities allow you to monitor, report and analyze your organization's performance real-time. Every stakeholder from executives to department managers has access to personalized reports with the information they need to make decisions. Best of all? They’re easily configurable, customizable and can be displayed in 19 languages including Chinese, Japanese, French, German […]
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