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Microsoft’s “New Commerce Experience”
Big changes are coming to Microsoft 365 licensing, and while licensing isn’t anyone’s favorite topic to spend a lot of time thinking about, the upcoming changes Microsoft announced are significant to the way your business uses Microsoft online services. The changes are a part of Microsoft’s “New Commerce Experience” that will apply across the board to all Microsoft seat-based licenses (Office 365, Microsoft 365, Dynamics 365, etc.) and will apply to every license channel and every way your organization can obtain these licenses, whether via the Microsoft 365 Portal (aka Web Direct), via Cloud Solution Provider (a CSP, like FMT), or via Enterprise Agreement. There are several benefits to NCE, including: Multiple term options for more flexibility Predictable licensing payments Promotions Multi-year plans to lock in pricing The benefits come along with additional changes that are important to understand from both a planning and operational perspective, including: Enforced 72-hour cancellation […]
You Don’t Know What You Don’t Know?
We’ve all heard this saying before. Here at FMT we hear it almost daily when we speak with our clients about making the most of their tech investments. It’s common, right? Maybe your business is laser focused trying to make it through the quarter, maybe your IT staff is tasked with keeping the lights on…maybe you don’t have IT staff? Wherever you are in your digital transformation, there are areas out there that you simply haven’t explored for your business. This is especially true in today’s digital workplace where, if you don’t know what you don’t know, how do you know how you can improve? And, if you don’t know the right technology to improve your business, what opportunities will you miss? Do you know security? Do you implement Zero Trust? Do you know what that is? If you don’t know, you probably also don’t know who is trying to […]
Zoom on over to Microsoft Teams!
According to ZoomMeetingsClassAction.com the popular video conferencing software giant, Zoom Video Communications, Inc., recently settled a class action lawsuit for a cool (preliminary!) $85 million dollars. Without admitting liability and while refuting allegations of damages, Zoom apparently felt a settlement would be the most advisable path forward. Why? Because privacy and security remain one of the highest priorities for people working and collaborating online. According to the lawsuit, Zoom's previous approach to securing access to the Zoom Meetings Application lacked sufficient encryption and privacy controls resulting in unauthorized information sharing and meeting disruptions by third parties. Meeting disruptions alone led the FBI to issue a warning about ‘Zoom-bombing’. What? Yes, Zoom-bombing involves unidentified and uninvited individuals popping into Zoom meetings at schools and businesses shouting profanity, disrupting the meetings, and displaying inappropriate images/videos. Throughout the Covid pandemic Zoom-bombing happened regularly in virtual classrooms and boardrooms across the country. What a nightmare! […]
Report Chart Lightning Components
Introduction: Lightning components are versatile and useful tools Salesforce administrators can leverage to extend the base functionality of Salesforce and make Users more efficient in their daily tasks.  These come in a myriad of shapes and forms, each having their uses and benefits for end Users. One fantastic way to utilize Lightning components is to embed report charts directly onto records in Salesforce rather than requiring Users to navigate away from the record to analyse data for that record.  In today’s blog, we will walk through the process of creating an embedded Report Chart Lightning component that will help increase the efficiency of our end Users as they view a given Account record in Salesforce. Challenge: To be able to view Opportunity data for a given Account in Salesforce and determine how much revenue we have in each Stage of our pipeline for that Account. Solution: Report Chart Lightning Component […]
Microsoft VIVA Connections
Introduction Working remotely has been on a steady upward trend and the COVID 19 pandemic pushed that trend into overdrive!  Government mandated office closures forced employers to make an immediate pivot to change operations to remote work.  Microsoft has been following the remote worker trend for some time and has conducted a substantial amount of research into how employees can better collaborate in this environment.  Due to the ramifications of the global pandemic, Microsoft has accelerated its timelines for online collaboration features and has extended its focus to the empowerment and engagement of remote workers. Enter the Employee Experience Platform (EXP):  “An EXP is a digital platform that puts people at the center by bringing together systems of work with systems of support into an integrated employee experience.” The graphic below illustrates typical areas that an employee needs to manage. Source:Employee Experience Platform: A New Catagory Arrives Microsoft has addressed this concept […]
Salesforce Optimization Guide: List Views
One useful feature of Salesforce is being able to view numerous records within an object at once via a feature called List Views.  List Views can be customized, filtered, and modified extensively to allow Users to view all or subsets of object records from a single location.  Users can even, in some cases, make updates to multiple records at the same time via a List View, eliminating the need for excessive clicks and navigation.  All of this can be done without the need for constructing complex reports or custom components, ensuring your Users can see what they need to and do their job effectively without delay. Challenge: A User needs to be able to view and interact with a subset of records for a given object in Salesforce. Solution: List Views, of course!  List Views are available by default for any standard or custom object in Salesforce that has an […]
Salesforce Optimization Guide: Dynamic/Filtered Lightning Components
As you may have read in our recent blog post on Lightning Components, Salesforce Lightning page layouts have the amazing ability to support a variety of standard and custom components that can enhance the functionality of your pages and provide Users with useful capabilities. However, at times you may want to permit only a subset of Users from being able to view and access Lightning Components rather than have them visible to all Users at all times. This is where utilizing Lightning Component filters can be quite useful. Challenge: For the sake of example let’s leverage the Related Record component we built in our previous blog post. If you did not read the previous blog, we created a Lightning Related Record component on the Contact Lightning page layout that displayed a variety of key fields from that Contact’s Account, without having to navigate to the Account directly (see screenshot). In […]
Salesforce Implementation Guide - Related Record Components
At its core, Salesforce fundamentally functions as a relational database.  That is, it not only stores data from various objects and records but allows those objects and records to be related to one another, which in essence “connects” them and shows their relationship. For example, a basic relationship in the standard Salesforce data model is the classic Account and Contact relationship.  Accounts are organizations you sell to or do business with, while Contacts are individuals who work at those organizations in various roles, from CEO to frontline workers and everyone in between. Contacts are “related” to Accounts to show that they work at a certain organization and fulfill a role there.  An example would be Mark Zuckerberg; he would be considered a Contact for the “Facebook” Account in Salesforce with a Title of CEO. Challenge: The nature of this relational model allows for some powerful reporting and insights while using […]
Improve your Cyber Security! That’s a Presidential order!
Yes, you read that right, the President of the United States signed an Executive Order stating that the Federal government has to review and improve its Cyber Security – it’s a security journey if you will.   While that may seem like a huge undertaking for the likes of the United States, there are key takeaways that every business should apply - and you do not have to have the budget of the government to do so! Let’s look at a subset of this rather long, but truly important order: “To keep pace with today’s dynamic and increasingly sophisticated cyber threat environment, the Federal Government must take decisive steps to modernize its approach to cybersecurity, including by increasing the Federal Government’s visibility into threats, while protecting privacy and civil liberties.  The Federal Government must adopt security best practices; advance toward Zero Trust Architecture; accelerate movement to secure cloud services, including Software […]
Solution Demo: Automated Order-to-Delivery Process with NetSuite
The order-to-delivery process is full of steps and – for many suppliers – manual tasks. But how can you streamline the process, and what would that look like? We’ve spoken with countless suppliers throughout the years, and while their businesses may vary, the major challenges they face are similar. Common Challenges Suppliers Experience Lack of integration across multiple trading partners. Plus, each partner may have specific requirements, adding more manual processes to your workload. Lack of real-time inventory visibility. Have you ever sold something that wasn’t actually available? Lack of real-time data is often at the root of negative client experiences. Managing peak season order volume. More orders are great, as long as you can deliver packages on time during peak season and high-volume events. Advanced ship notice (ASN) requirements. Has a client ever canceled an order because she thought it hadn’t been shipped? The cost of not sending the […]
How to Publicly Share a Microsoft Stream Video with the "New" Stream
In the first half of 2021, Microsoft made changes to the way that Microsoft Teams recordings are stored and shared. Meeting recordings used to be stored within Microsoft Stream, but they are now stored in your OneDrive for Business or a SharePoint Online site (which is good news if you want to publicly share a Microsoft Stream video!). These changes are a part of the “New” Microsoft Stream or Stream (on SharePoint) that was announced last year and covered in depth during Ignite 2020. For more information: The new version of Microsoft Stream - Microsoft Stream | Microsoft Docs. This change introduces the following benefits: Easy to set permissions and sharing Ability to share recordings with guests and external users Provides direct OneDrive and SharePoint links to videos Meeting recordings are available faster The biggest improvement and benefit is the ability to share recordings easily with external users who are […]
How to Enable Non-G/L Changes to Closed Periods in NetSuite
Here’s a quick tip on how to enable non-G/L changes to closed periods in NetSuite! How do closed periods work in NetSuite? Once an accounting period is closed, you are unable to edit any transactions within that closed period. The ‘Edit’ button on these closed period transactions won’t show, and you will instead see a lock icon next to the transaction number to designate that it is in a closed period. Why would you want to enable non-G/L changes to closed periods in NetSuite? Perhaps you want to add a memo or edit a PO number without having to credit and reissue invoices. Additionally, some ISV solutions require this setting in order to sync their data with locked and closed periods. How do you enable the feature in NetSuite? You’ll have to enable a setting on the Manage Accounting Period page. To enable the editing of transactions within closed periods […]
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