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[Video] Connect Customers and Their Information with CRM + SharePoint
Are your customer documents (quotes, contracts, etc.) associated with the correct customer and easily accessible from within their account record in CRM? If it takes your sales team more than a few clicks to find accurate customer information, you can streamline your process and improve sales performance with the powerful combination of Microsoft Dynamics 365 (CRM) and SharePoint. In this video… Discover how you can store and manage documents in SharePoint—providing external users access to collaborate on the documents  View documents within the context of a record in Microsoft Dynamics 365  Explore rich features such as enterprise search, custom folder hierarchy, and auto site provisioning. As your local Microsoft Partner, FMT Consultants can help you combine the customer management capabilities in CRM and the information management capacity of SharePoint. You’ll gain a complete view of your customers and their business documents, without having to jump between systems.
Dynamics GP: Top 3 SmartLists You Should Create to Monitor Your Chart of Accounts
SmartList is one of my favorite tools in Dynamics GP. It is easy to use and very powerful. Best of all, it exports to Excel beautifully with just a click of a button. SmartList is great for any Ad-Hoc reporting and data analysis. Dynamics GP already organizes the different Smartlists in each of the module folders and sub-folders. This makes it even easier to use. You can also customize a Smartlist and save it as your favorite or reminder. Today, I’m going to show you how to make three very useful Smartlists in the Financial Module to help monitor your Chart of Accounts. Balance Sheet Account with the Wrong Posting Type This SmartList will help you catch any Balance Sheet account with Profit and Loss as the posting type. Before you run your year-end close process, make sure you check this Smartlist and fix any mistakes you might find. Better […]
FMT Consultants Sells SAP ByDesign Practice to VistaVu Solutions
By increasing focus on the NetSuite® and Microsoft® practice areas, FMT positions for accelerated growth. CARLSBAD, CA-JULY 05, 2017: Today, FMT Consultants, a leading integrated business solutions provider, announced the sale of their SAP Business ByDesign (ByD) practice to VistaVu Solutions of Calgary, Alberta. For FMT, the divestiture increases focus on their rapidly growing NetSuite and Microsoft practice areas while providing existing FMT ByD clients and team members an outstanding path forward with VistaVu Solutions. FMT Consultants’ CEO Eric Casazza stated, “For FMT, this is a winning business transition that allows us to focus on continued rapid growth in our core Microsoft and NetSuite offerings.  As we have gotten to know the VistaVu Solutions team, we are confident that together with our valued team members, they will provide a great resource for our SAP ByD customers.” The sale of the SAP ByDesign practice includes professional staff, existing accounts, and SAP-specific […]
CPM & BI Tools: Which is Better for Your Business? Part 2
What do CPM and BI have in common? Regardless of your organization's industry or role within your team, we can all agree on one thing: Everyone should have access to meaningful data to optimize their job functions in order to make educated business decisions. If you do not have a meaningful report or accurate key performance indicators, how will you help your department stay on course? Regardless of your role (technical, finance, division manager, etc) CPM and BI tools allow everyone to improve their productivity. What connects both BI and CPM: Data Management? The amount of data traveling across the world is growing at an exponential rate and it's becoming increasingly more important to capture that data in order to make sound business decisions. Organizations are using diverse platforms spanning cloud, on-premise, and privately hosted platforms. The large amounts of data sources may range from ERP, CRM, e-Commerce sites and […]
SmartRoom: FMT’s Innovative IoT Temperature Sensor
Are summer days, setting your room ablaze? Maybe winter chill is making your health go downhill? Well, there's no need to suffer through that anymore! The new SmartRoom device has a notification system and a temperature reader that helps to keep you regulated any time of year. FMT has adopted this technology for their conference room. Here's how it works: If at any time, guests in our meeting room are feeling too warm or chilly, they can open up our mobile application, choose a comfortable temperature and send a request to one of our admins to adjust the thermostat to their likings. The notification system also has a setting for you to pre-set what the temperature range in your room should be between at all times. If at any time the room gets too cold or too hot, a message will be sent out automatically to adjust the thermostat to bring the […]
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 […]
CPM & BI Tools: Which is Better for Your Business? Part 1
If you are looking at new ways to analyze your business, it most likely means your current reporting tools are not getting the job done. With so many options to choose from, let us narrow it down to BI and CPM to determine which is right for your organization. What is the difference between CPM and BI? Both pull data from various data sources to analyze information so you can prioritize market opportunities, company strengths, and weaknesses. BI platforms gather and analyze data relevant to the organizations business in order to improve business decision making. CPM tracks and manages your company’s KPI’s such as operational costs, revenues, budgets, overhead, and additional financial metrics. Both definitions overlap but there are differences. CPM tools typically focus on budgeting & planning, forecasting with visual and graphical dashboards to track the KPI’s relative to company objectives and goals. BI focuses more on visual data […]
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 […]
Understanding the Received/Not Invoiced (RNI) Report in Dynamics GP
(Purchasing | Reports |Analysis |Received/Not Invoiced) The Received/Not Invoiced Report (RNI) was created to allow Microsoft Dynamics GP users to reconcile their sub-ledger receipts to the Purchase Accrual Account. It provides a detailed list of all the open receipts pending to be invoiced. Reconciling the Purchase Accrual Account is always challenging.  Normally, users do not even realize that Dynamics GP has a report to help reconcile the account.    There are a few reasons for this report to have discrepancies.  First, remember that the Purchase Accrual Account is a control account. These types of accounts are tied to a sub-ledger and should not have journal entries entered directly to them. Normally, an off balance sub-ledger is the result of creating journal entries directly to a control account. The second issue with this report are receipts that have not been matched to an invoice and the invoice has been paid directly […]
Best Practices for Handling Purchase Orders Closed by Mistake in Dynamics GP
Why can’t I match my receipt to the invoice in Purchasing? When I get asked this question, the first place I tell the user to check is the Edit Purchase Orders window under Purchasing | Transactions | Edit Purchase Orders.  What does the Purchase Order Status field say?  99% of the time it will have a ‘Closed’ status.  You cannot match an invoice to a closed Purchase Order in GP.  You’ll need to check with your team to determine why the PO was closed in the first place. Can the Purchase Order be Reopened?    Now, is there a way to fix it or simply reopen the Purchase Order?  There are a few ways to handle this situation, but the simple answer is no.  The Purchase Order cannot be reopened within GP from an end-user standpoint.   Here are three options to choose from to resolve this issue: Enter the […]
Not Using Microsoft Teams? You’re Missing Out.
Chances are you already have access to Microsoft Teams, you just don’t know it yet. If your organization is currently running Microsoft Office 365, then Teams is already available to you. Since the launch of Microsoft Teams preview in November, more than 85 million Office 365 users have taken advantage of this new collaboration tool. So what is so great about Microsoft Teams? Teams introduces a new way to communicate and collaborate internally with a simple and straightforward user interface. This new tool allows for organized conversations, integrated solutions, dependable artificial intelligence, and personalization.   Organized Conversations Do you constantly have multiple on-going projects? If so, you know that keeping everyone in the loop on each individual project can be very difficult and time-consuming. With Teams, you can create unique conversation boards for each project, and allow access to specific team members on a board-by-board basis. You will also have […]
Tracking and Reporting Projects using Office 365 and Project Online
Project and portfolio managers continually reach for the proverbial brass ring of managing their plans and portfolios towards an “on time” and “on budget” delivery.  These project management professionals usually contribute to a Project Management Office (PMO) responsible for a comprehensive portfolio of programs or projects owned by the complete project management staff. The PMO traditionally produces high-level reports tracking project health, costs, issues, risks, and/or milestones to share project progress and health with stakeholders. Without using the proper tools, aggregating the above data from multiple project information sources can be challenging and is usually a manual process undertaken by smart people who fully understand the process. Once the data is successfully collected and scrubbed, creating a multi-level project portfolio report in an easy to understand, “pretty” format becomes the next challenge. Using Office 365, specifically SharePoint Online and Project Online components, the manual aggregation of project data is minimized […]
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