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Microsoft Dynamics CRM Online Upgraded to 2013: Where Are My Related Activities?
If you’ve recently upgraded to CRM 2013 and haven’t merged your existing forms with the new forms, you might be wondering how to create activities with the ‘Regarding’ field already populated with your Accounts, Contacts, Leads, etc. In CRM 2013 it is easy to find the Quick Create button at the top of the form and by clicking it you can quickly create Tasks, Calls, Emails, etc. However, when the form opens you will have to manually select who the activity is for (e.g. fill in the ‘Call to’ and ‘Regarding’ fields”): Nowhere else on the form does there seem to be a place to create an activity, and you may ask yourself “Where is the equivalent of my ‘Add’ tab or related entity?” The reason you may be having difficulties is that you may be looking at your old customized form and not seeing the new form in CRM […]
Improving Performance with Access Teams in Microsoft Dynamics CRM 2013 – a How-to Guide
Introduction Access Teams is a new addition in Microsoft Dynamics CRM 2013 that brings along a new way to define privileges and permissions for entities in CRM. Prior to Microsoft Dynamics CRM 2013 (in CRM 2011), security roles were the only means by which privileges were defined for entities. These privileges— Create, Read, Write, Delete, Append, Append To, Assign, Share—were defined in configurations for Security Roles from a User level of access to an Organization level of access. Once security roles had been configured, they were then assigned to various users or teams where the privileges defined in the security roles would get additively applied. However, there are a couple of caveats with the previous implementation of security: Security roles defined privileges for an entire entity. Due to the cumulative effect of security roles, if a user has several roles and/or belongs to a team with a role, performance can […]
FMT Consultants Wins the 2014 Annual “Business is Roaring” Award
The Carlsbad Chamber of Commerce recognizes leading Southern California provider of Microsoft, SAP and NetSuite technology solutions for exemplary achievements in innovation, customer service, and business excellence San Diego, March 20th, 2014 – FMT Consultants, a Southern California-based Microsoft, SAP and NetSuite consulting firm, was recently named the winner of the 2014 Annual Business Awards by the Carlsbad Chamber of Commerce. The annual awards honors local businesses that make a positive impact on the local community and its surrounding regions through innovation, outstanding customer service and business excellence. FMT Consultants won the Information & Communications Technology category for its exceptional customer service and innovative ways of using technology to address its clients’ challenges and business needs, as well as for creating jobs and making positive contributions to the area’s business community. FMT Consultants was chosen among seven finalists in the Information & Communications Technology category. Since 1995, FMT Consultants has been […]
Video: Microsoft Office 365 - Exchange, Outlook and Web Apps
This video dives into some of the many features of Office 365 - Microsoft's cloud-based productivity suite comprising Outlook email, Lync instant messaging and conferencing, Microsoft SharePoint, the Office suite, Web Apps and much more. The topics of this video focuses on Exchange, Outlook and Office 365 Web Apps. Try Office 365 for 30 Days! Click here for a free, no-obligation Microsoft Office 365 trial. The video was recorded on February 27th, 2014 by Sean McMahon, Zach Saltzman and James Anderson. FMT Consultants is a leading Microsoft Office 365 partner and consulting firm serving all of the US and Canada. Contact FMT today to learn more about Microsoft Office 365. Posted by: Jakob Bechgaard
Business Intelligence Semantic Model – Creating Your First Tabular Model Project – Part 2 of 2
This blog continues from where I left off in Part 1 – “Creating Your First Tabular Model”. As covered in part 1 you'll need to meet the following requirements in order to create your first new tabular model project: Have an instance of SQL Server 2012 running in Tabular mode. Have SQL Server Data Tools (SSDT) – installed as part of SQL Server 2012. Microsoft provides different sample databases – the one I use in this blog is AdventureWorksDW2012 and can be found at http://msftdbprodsamples.codeplex.com/releases/view/55330. In part 1 of the blog series we created and deployed our tabular model using SQL Server Data Tools, and we created a simple report using Power View within Excel. It’s a simple report. A very simple report. As promised in the last blog, I’m going to show you how to enhance it with some created measures, and you’ll learn how to make your report […]
Responsive SharePoint Design and Branding
As more and more people use their mobile and tablet devices to access the Internet, and as Google has started to favor mobile and tablet friendly websites in their search ranking, the need for websites to be responsive is greater than ever. Keeping this fact in mind and considering the pivotal role SharePoint plays in an organization for communication and collaboration, the need for a responsive SharePoint experience becomes obvious. To provide a responsive SharePoint experience, follow one of these two options: Device Channels Responsive Master Page Device channels is a new feature in SharePoint 2013 which allows you to design different custom master pages for different devices. Although the Microsoft SharePoint team has provided this new feature to cater for the mobile experience in SharePoint, our firsthand experience is that the level of effort required in implementing and maintaining multiple custom master pages is far from ideal. The other […]
Are You Considering an Upgrade to Microsoft Dynamics GP 2013? Here’s Why the New Licensing Model will Work in Your Favor
Need a reason to upgrade your current GP environment to GP 2013? How about getting a bunch of modules from Microsoft for FREE? Did you know that Microsoft is now requiring clients to upgrade to its latest Dynamics GP licensing schema, perpetual licensing, prior to upgrading to Dynamics GP 2013? This means that all current Microsoft Dynamics GP clients will have to have their current licensing schema (Professional, Standard, Business Essentials (BE), Advanced Management (AM), etc.) reviewed and then upgraded. So, why is this a positive thing? Because everyone that we have run through the licensing upgrade process has come out ahead. How so? In the past, figuring out the licensing costs, user privileges and modules included was quite the challenge. Depending on which licensing schema you were on, there could be three different types of users, and/or over 50 module options. If you were in the Standard or Professional Licensing […]
FMT Consultants Achieves a Microsoft Silver Collaboration and Content Competency
FMT Consultants earns distinction through demonstrated technology success and customer commitment. San Diego, CA, February 6th 2014 - FMT Consultants, a leading San Diego-based SharePoint consulting firm, today announced it has achieved a Silver Collaboration and Content competency, demonstrating its ability to meet Microsoft Corp. customers’ evolving needs in today’s dynamic business environment. To earn a Microsoft silver competency, partners must successfully demonstrate expertise through rigorous exams, culminating in Microsoft certifications. And to ensure the highest quality of services, Microsoft requires customer references for successful implementation and customer satisfaction. Founded in 1995, FMT leverages the power of a broad array of software applications including Microsoft SharePoint, Office 365, Microsoft Dynamics CRM and Microsoft Dynamics GP to provide innovative technology solutions that help its clients improve and grow their businesses. The Microsoft Silver Collaboration and Content Competency comes as a result of FMT’s commitment to outstanding service delivery and high levels […]
The Importance of a Solid SharePoint Methodology
Avoid Living in a “SharePoint Shack”! “Why would I pay a SharePoint consultant to implement something that is so cheap to buy?” When implementing Microsoft SharePoint, many organizations slap together the basics found in SharePoint Foundation 2013, maybe add some categories, provide some custom views, and tweak the User Interface to make it pretty. Basically, slapping together a “SharePoint Shack”. The shack “works” but falls far short of delivering the efficiencies and processes to provide measurable increases in productivity and other benefits. Any SharePoint solution should enable you to work with data and computers the way we do in 2014. Poor adoption rates and tools not matching up with the needs of specific stakeholders are the results of building something without proper plans. Whether an internal network administrator, or a SharePoint Consultant with not much more than a Microsoft Windows administration background, is tasked, without the critical phases, to develop […]
Microsoft SharePoint 2013 Discussion Board Color Coding: How-to Guide
Recently we were required to customize the Microsoft SharePoint 2013 discussion board in such a way that discussions and comments posted after a certain date and time would be colored red so as to alert the users of new comments in a discussion.       We decided to implement this functionality through client side scripting. First we had to get our timestamp which would be compared with the timestamps of the discussions and the comments. In our case, our required timestamp was available in a document library, and through SharePoint CSOM JavaScript we were able to retrieve it from this library. Once we had the required timestamp, we developed a script that would color the discussions and comments red if their timestamp, available in the html of the page, was prior to our timestamp. The following JavaScript function colors the discussions red in the subject view of the discussion […]
Microsoft Dynamics GP Year-End Closing Procedures: Solutions to Common Issues
It’s year-end season and there is no better time to discuss Dynamics GP year-end issues, and provide solutions to the most common Microsoft Dynamics GP year-end closing problems. In this blog I’m covering common errors experienced when attempting to close the G/L year in Microsoft Dynamics GP. In addition, I will supply a few helpful links to sites that I, myself, will reference from time to time. Before we cover common errors, I’ll briefly discuss the nuts and bolts of the closing process. Once you hit the ‘close year’ button on the year-end closing window, two major processes occur: The year is marked as historical and all entries marked with the year in question will be moved from the YTD OPEN table (GL20000) to the Historical table (GL30000). A year-end closing journal entry is created closing all Profit and Loss type accounts to designated Retained Earnings account(s). In addition, all […]
New in Microsoft Dynamics GP 2013 Service Pack 2: SmartList Designer
Earlier this year, we heard that Microsoft was returning sales and support of SmartList Builder to its original developer, eOne. While we were still waiting to find out what that meant for our customers, GP 2013 Service Pack 2 was released, quietly unveiling SmartList Designer: Similar to SmartList Builder, you do need to have a feel for how to join tables together. Also like SmartList Builder, you have the ability to point the Designer at any SQL view or table, including ones you create yourself, which means you can display just about any query you can imagine. It’s very new and there are a few small bugs that I expect will be ironed out in the next release, but it’s ready to use today. The manual can be found in the newest release of the Dynamics GP User Guide. For a quick tutorial, check out this video from Microsoft:   […]
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