Blog Archives - Page 36 of 47 - FMT

Have you ever wondered if there’s an easier and more efficient way to obtain signatures on contracts or other important documents? Well, your wondering time is over. EchoSign for NetSuite automates your documents approval processes and eliminates the hassle of tedious and paper based approval processes. What is EchoSign: EchoSign is a complete, automated electronic signature and web contracting solution, featuring a smooth and easy document signing experience that allows you to instantly send, e-sign, track and file documents securely online. EchoSign is the only e-Signature system with complete integration to NetSuite, delivering complete web contracting automation in NetSuite. With EchoSign you can easily send contracts or other documents directly from your NetSuite instance. You can view contract history, save contracts that were signed by your clients with the associated NetSuite records: (i.e.: customers, estimates, sales orders and more) and much more. With EchoSign for NetSuite You Can: Send any […]

nVerge 2014 takes place on September 25th in San Diego, CA and offers a combination of keynotes, breakout sessions, learning labs, ongoing exhibition with software developers and IT service providers, networking sessions and a post-conference cocktail reception. San Diego, CA, July 29, 2014 - FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, announces nVerge 2014. nVerge 2014 is a one-day technology conference focusing on the latest feature updates and trends for Microsoft Dynamics GP, Dynamics CRM, Microsoft SharePoint, Microsoft Office 365, Business Intelligence, Corporate Performance Management (CPM) solutions, third party software applications for the Microsoft Dynamics product line, hardware solutions and IT services. The one-day conference offers a combination of keynote and breakout sessions, presentations by premiere San Diego businesses, ongoing learning labs, exhibition with IT service providers and independent software vendors, networking sessions, breakfast, lunch featuring a special presentation by Dale Carnegie of San […]

The following is a list comprised of my top 9 (in no particular order) favorite new features of Microsoft Dynamics CRM 2013. Throughout all my favorites, you will see that the individual user experience and choices among other benefits are pervasive. 1. Navigation A giant and very apparent difference between Dynamics CRM 2011 and CRM 2013 is navigation. The left navigation and ribbon menu are gone! In CRM 2013, without left navigation and no ribbon menu, all you have to do is click on any drop down to access the page you wish. With no ribbon, you’ll only see the commands related to the things you’re working on instead of a ribbon displaying everything - it’s all stripped down to just the few relevant commands.. Simple is good! 2. Auto Save No need to tap Save when you’re editing. Records are saved automatically when you create a new record or […]

For organizations that use multiple systems, there often is a need to synchronize company data, such as accounts and invoices, between different systems. Scribe Insight is a powerful and viable integration tool designed to save organizations from complex and often costly custom integrations. With the intuitive visual tools available in Scribe Insight you can quickly build, maintain and add integrations without having to write much code, if any at all. We were recently asked by a client to mass update the statuses on invoices in Microsoft Dynamics CRM Online from Dynamics GP. The number of invoices that needed to be updated every day was in the tens of thousands. We found limited documentation on how to run long batch jobs in Scribe and decided to write this article to provide guidance on best practices for integrating a large amount of data. There are various ways you can implement the integrations to […]

Microsoft SharePoint 2013 enables organizations to build a document management solution specifically tailored to their organizational needs, and to better manage the life cycle of their documents. To make sure that this solution is both practical and at the same time comprehensive, a fair amount of planning needs to take place before the solution is built. This article describes how to plan an effective Microsoft SharePoint 2013 based document management solution. The document management planning process consists of the following major steps: Identify Users The first step is to identify the users of an organization who interact with documents on a routinely basis. To identify these users, a comprehensive survey should be conducted to determine who creates documents and what types of documents they create. Furthermore, the survey should determine what roles the various users of a document have. These roles describe who creates documents, who reviews the documents, who […]

Southern California Microsoft, NetSuite, and SAP Value Added Reseller listed among the top providers of Enterprise Resource Planning and accounting software solutions and implementation services. San Diego, CA, July 10th, 2014 - FMT Consultants, a leading San Diego and Los Angeles based Value Added Reseller (VAR) of Microsoft, NetSuite, and SAP solutions, has been named to the Bob Scott’s Insights Top 100 VARs for 2014. The Top 100 resellers are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and accounting software. Since 1995, FMT Consultants has been partnering with emerging to mid-sized companies to increase profitability through innovative and efficient use of technology solutions. FMT Consultants leverages the expertise of 50+ passionate technology experts and a wide array of cloud-based and on-premises ERP and accounting software solutions including Microsoft Dynamics GP, SAP Business ByDesign and NetSuite. “At FMT we’re experiencing tremendous growth. Our revenue […]

For many companies, when the topic of sales tax comes up, the first response from most of the staff will be, “What’s the big deal? I just need a rate.” But when you ask a Controller or Finance professional, their first response is usually, “They don’t understand. It’s so much more than a rate.” Sales tax is more complex than ever and the rules of the game are constantly changing, making it increasingly difficult to maintain accuracy. Even the most seasoned tax professionals would have to be super human to be 100% on top of current rates, rules, jurisdictions, exemptions, and holidays. Here’s why different responses in the same company are a problem: Over 70% of the time, the tax and accounting departments aren’t even responsible for managing tax compliance (charging sales tax, collecting exemption certificates, etc…). For many companies, it’s the credit department who carries that burden. This disconnect […]

I am sure everybody appreciates NetSuite’s Dashboards and its flexibility in relation to custom reports and other business-related key performance indicators (KPIs). However, sometimes out-of-the-box functionality and numerous standard and custom KPIs in NetSuite are not enough. Frequently, there is a need to source external company information and feed it directly into NetSuite’s Dashboard, or perhaps create custom functionality that NetSuite does not offer out-of-the-box. In order to bridge this gap, NetSuite gives us ‘Custom Portlets’ which are custom SuiteScript scripts that can be deployed directly on NetSuite’s Dashboard. There are 4 different types of custom portlet scripts: List: A list of user-defined column headers and rows. (i.e.: custom Saved Search result portlet) Form: A basic data entry form which when submitted can create / modify records in NetSuite, HTML: A HTML-based portlet - the most flexible presentation format used to display free-form HTML (images, Flash, custom HTML). Links: This […]

This NetSuite training video provides a thorough overview of NetSuite SuiteCommerce and covers a wide range of topics including: Leveraging the power of SSP: What is SSP and Backcone.js? How is it used in Netsuite and how does it interact with Netsuite’s SuiteCommerce platform? Reference Checkout: General walk-through Reference Checkout Development Files Simple Customization My Account: General walk-through Watch the first part of the series here. This video was recorded on June 17th, 2014 by Ilija Budimir, Senior NetSuite Consultant at FMT Consultants. For more information and assistance with NetSuite, please contact FMT Consultants. Posted by: Jakob Bechgaard

I recently encountered an issue where Dynamics GP users no longer were able to log into the GP Web Client with their domain credentials. Before the issue was reported (by multiple users), the users were able to log in without problems. When attempting to log in to the GP Web Client with domain credentials at the initial login, an error was displayed stating “Unexpected Error” with the following notes – “An unexpected error has occurred. Press the Sign-in button to reconnect to the application.” When clicking the “Sign In” button the system will load the login screen. By browsing to the Event Viewer and reviewing the logs for Dynamics GP I noted the following message: d2ac643a-e378-45a3-bc89-b508c8de5d66:An unexpected error has occurred. Press the Sign-in button to reconnect to the application.:https://servername.domain.com:48651/SessionService:System.Web.HttpUnhandledException (0x80004005): Exception of type 'System.Web.HttpUnhandledException' was thrown. ---> System.ServiceModel.FaultException`1[System.ServiceModel.ExceptionDetail]: There is no such object on the server. (Fault Detail is equal to […]

The Carlsbad Chamber of Commerce awards leading Microsoft, SAP and NetSuite consulting firm for superior customer service. San Diego, CA, June 6th, 2014 - FMT Consultants, a leading San Diego and Los Angeles based provider of technology solutions, was recently named winner of a 2014 Small Business Award from the Carlsbad Chamber of Commerce. FMT Consultants won the Excellence in Customer Service category, which recognizes local companies for outstanding and unique customer service, high levels of responsiveness, and the ability to measure and report on customer satisfaction. The chamber selected FMT Consultants as winner of the prestigious award based on the company’s customer service oriented business model and large number of highly rated customer reviews. The inaugural awards luncheon was hosted by the Carlsbad Chamber of Commerce to celebrate the spirit of entrepreneurship and the outstanding firms that are able to weather tough economic times to grow their businesses, add […]

Microsoft has announced a wealth of new features and product enhancements for the upcoming Spring '14 roll out for Microsoft Dynamics CRM. The major new features include Microsoft Social Listening, Microsoft Dynamics Marketing and Parature. Microsoft recently released the Dynamics CRM Spring '14 Preview Guide which provides an overview of the many new features of Dynamics CRM: Content Introduction Key Investment Overview Marketing Sales Customer Service Social Platform Conclusion Contact FMT Consultants today to learn more about Microsoft Dynamics CRM. Introduction The explosion of the social conversation along with the proliferation of mobile technology has changed our lives, more than we ever could have imagined. It is no surprise then that companies who wish to remain competitive in this new age are concentrating their efforts on creating differentiating customer experiences. In fact, some industry analysts believe that customer experience is the last bastion of competitive differentiation. What is also quite […]