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What's New in Microsoft Dynamics CRM 2013?
Microsoft recently released the Microsoft Dynamics CRM 2013 Preview Guide which provides a sneak peak of the many new features and fucntionality in CRM 2013. Check out the document below. Additional CRM 2013 Resources: Dynamics CRM 2013 Online Pricing Dynamics CRM 2013 On-Premises Pricing Dynamics CRM 2013 vs. Salesforce.com Microsoft Dynamics CRM 2013 Release Preview Guide Download PDF   Introducion Charter Investment Areas Reimagined User Experience Process Excellence & Agility CRM on the Go Enterprise Collaboration Platform Enhancements Conclusion Introduction In a socially connected, always-on world, it has never been more important for companies to deliver differentiated and compelling customer experiences. Microsoft Dynamics CRM is helping companies do just that. With a reimagined user experience that is simple and intuitive, actionable intelligence at their fingertips, and a pervasive connection to the people and resources they need, Microsoft Dynamics CRM makes work personal by helping people across sales, marketing, and customer […]
Video: Copy/Paste from Excel to Dynamics GP
This video demonstrates TitaniumGP - an low-cost productivity suite that enhances the value and functionality of Microsoft Dynamics GP. The video covers the following features: COPY/PASTE - Directly into GP Windows: TitaniumGP brings the ease of “copy/paste” into Dynamics GP transactions. This feature allows you to import detail lines prepared in your spreadsheet program and paste them into the appropriate GP window. ELASTIC WINDOWS: Allows you to add new fields of any SQL Type to the GP window. You can also add view information that automatically changes based on the position of the cursor in the window simply by adding tables or views that follow a naming convention. The opportunity to grow the functionality of a GP window is endless. SEARCH: New and simple way to launch windows inside Dynamics GP. To launch Customer Maintenance, (Cards | Sales | Customer), simply enter CSC in the Menu Code/Search box and the […]
FMT Consultants Achieves Preferred Partner Status in Dell PartnerDirect Channel Program
Leading provider of technology solutions in Southern California demonstrates outstanding product knowledge and customer service excellence in delivering cost-effective Dell hardware solutions and services. San Diego, CA, September 4th, 2013 - FMT, a Southern California provider of software and hardware solutions, today announced it has earned the recognition of Preferred Partner in Dell’s PartnerDirect program. As a Dell Preferred Partner, FMT has demonstrated outstanding expertise and product knowledge in hardware, software and implementation services that help customers strengthen their IT infrastructure and enhance business operations. Since 1995, FMT has helped organizations improve and streamline their business processes by delivering cost-effective and innovative technology solutions. With a dedicated team of 40+ full-time, in-house technology experts, FMT offers a wide range of software and hardware solutions including Microsoft Dynamics GP, Microsoft Dynamics CRM, Microsoft SharePoint, Office 365, SAP Business ByDesign, Managed IT Services and Dell hardware solutions. In addition to the basic benefits […]
Video: Dashboards and Reporting with Microsoft Dynamics CRM - Part 1
This video demonstrates how you can gain valuable insight into your business processes and sales activities with dynamic visualizations, real-time dashboards and reports. The video is the first in a series of two focusing on Business Analytics & Insights with Microsoft Dynamics CRM. The second webinar takes place on September 12th 2013 at 11 am, PST - sign up now! Download the reports from the video here. The video was recorded on August 20th by Tayyab Ali, Practice Director at FMT. Download CRM Reports   Posted by: Jakob Bechgaard
FMT Consultants Partners with Microsoft to Host Interactive Hands-On Office 365 Workshops in San Diego and Carlsbad, CA
Leading Microsoft Office 365 partner conducts workshops focusing on Microsoft’s cloud-based productivity tools. The workshops take place in San Diego on September 25th and in Carlsbad on September 26th and 27th. San Diego, CA, August 23, 2013 – FMT today announced three upcoming Microsoft Office 365 workshops offered to businesses of all sizes that want to experience Office 365 in action. Office 365 is a cloud-based productivity service hosted by Microsoft. It includes familiar Microsoft Office desktop applications that work seamlessly with business-class services including email, web conferencing and document sharing. Provided with a laptop, a headset and the entire Office 365 suite, each participant will be able to explore the many features of Office 365 including Office Web Apps, Exchange Online, SharePoint Online, Lync Web Conferencing and Instant Messaging (IM). FMT is a leading technology firm that partners with companies of all sizes to increase profitability through innovative and […]
Script Error when Viewing SharePoint Documents within the Microsoft CRM Outlook Client
While developing a Microsoft Dynamics CRM solution integrated with SharePoint for one of our clients, I would get the following JavaScript error when accessing documents from the Outlook Client: “An error has occurred in the script on this page.” “Sys.InvalidOperationException: A control is already associated with the element.” After a bit of research I identified the root of the problem. The error is caused by the debug mode in SharePoint (which I had turned on for development purposes). To turn off debug mode in the SharePoint site’s web.config, navigate to: C:inetpubwwwrootwssVirtualDirectoriesyour port number Change: <compilation batch="true" debug="true"> To: <compilation batch="true" debug="false"> Problem solved! If I could be of further help to you, please contact FMT at (760) 930-6400. Written by: Josh Anderson Senior CRM & SharePoint Consultant FMT Posted by: Jakob Bechgaard
Changing Integration Manager INI file setting solves issue when source file data is incorrectly integrated into Dynamics GP
Recently I built a GL transaction integration with Analytical Accounting information using Integration Manager with the eConnect Adapter. One scenario of Analytical Accounting integrations is that the distribution amount may be split out to multiple Dimension Codes. During source file to GP integration testing, I noticed that the Assign % value for a certain code amount was incorrect in the Analytical General Transaction Entry window, as shown below:   After analyzing the log for what the eConnect Adapter is sending to Dynamics GP, I noticed that Integration Manager was entering the transactions from the source file in incorrect order, which interfered with the calculation of the Assign % value. Solution The solution is to locate the folder where Integration Manager is installed and launch Microsoft.Dynamics.GP.IntegrationManager.ini in Notepad. Under the [IMBaseProvider] section, change ‘UseOptimizedFiltering=True’ to ‘UseOptimizedFiltering=False.’ Save and close the file, then restart Integration Manager and run the integration. Now the […]
What is PA-DSS and How Does It Affect Your Customers?
In the Internet era, the risk of data theft in an enterprise environment is extremely high. The resulting impact on consumers can be immense. Responding to growing concerns over data security breaches and theft of credit card information, Visa and the Payment Card Industry have developed two security standards; PA-DSS (Payment Application Data Security Standards) to govern credit card application software developers PCI (Payment Card Industry) Security Standards to ensure merchants who accept credit cards are providing adequate security safeguards to protect sensitive credit card information. The PCI Security Council mandates that any merchant accepting credit cards must be PCI compliant. What this means is that merchants’ IT infrastructure must be secured and verified. If credit card information is stored, it must be encrypted with advanced algorithms and protected with dual split control and an access audit trail must be provided. In addition, if the merchant uses credit card software, […]
Video: Budgeting, Financial Reporting and Forecasting with Prophix
Buried in Spreadsheets? Watch the video below to experience how Prophix can help you increase organizational insight while streamlining the time and resources spent on budgeting, financial reporting and forecasting. With a solid Corporate Performance Management (CPM) Solution from FMT Consultants and Prophix, companies of any size can: eliminate error-prone spreadsheet processes expedite the consolidated reporting process, and enhance control and approval capabilities create expense and sales forecasts, what-if scenarios and other projections with easy-to-use Wizards set up workflows to automatically distribute financial statements and management reports to key stakeholders provide your people with easy access to data thus eliminating the dependence on finance personnel utilize reports and forecasts to quickly react to market and industry changes Watch the video to experience the many benefits of Prophix.   The video was recorded on July 18th 2013 by Micah Trujillo, Senior Pophix Consultant at FMT Consultants. Contact FMT Consultants for more information […]
Contract Line Import Tool for the Dynamics GP Field Service Module
Eliminate the cumbersome manual entry of contract lines! This blog post describes how to streamline the process of creating and maintaining contracts and contract items in the Microsoft Dynamics GP Field Service module. The Standard Contract Entry screen is used within the Field Service module to create and maintain contracts and individual contract details (see screenshot below). More specifically, the entry screen allows users to specify the customer, duration of the contract, the actual items/services and the contract prices. Entering contract information manually works sufficiently for simple contracts but as the volume of contract details increases, the task of creating and maintaining contract details becomes very tedious and time consuming. I have previously worked with clients dealing with hundreds and even thousands of contract lines. You can begin to imagine how painful, error prone and time consuming the entry task can be!   The Contract Line Import Tool Our Dynamics […]
FMT Consultants Named One of the 2013 Best Places to Work in San Diego by Best Companies Group
Leading provider of Microsoft and SAP business management solutions recognized for its vibrant work environment and high levels of employee satisfaction. San Diego, CA, July 16, 2013 - FMT Consultants was recently named as one of the 2013 Best Places to Work in San Diego. The annual list of the Best Places to Work in San Diego was created by the San Diego Business Journal, Best Companies Group and the program sponsors – Moss Adams LLP, Fisher & Phillips LLP, and Active Network. The Best Places to Work winners have demonstrated work environment best practices that include: rewarding hard-working employees, investing in employee training, offering wellness and fitness programs and providing opportunities for team-building and social activities. This countywide survey and awards program is designed to identify, recognize and honor the best places of employment in San Diego, benefiting the county's economy, its workforce and businesses. The 2013 Best Places […]
4 Simple Steps to Upgrade Your Hyper-V 2008 to Hyper-V 2012
Hyper-V 2012 comes with a wealth of new benefits and enhancements which together constitute a compelling reason to upgrade your existing Hyper-V 2008 failover cluster to a Hyper-V 2012 failover cluster. This blog post covers the 4 major steps needed to successfully upgrade from Hyper-V 2008 to Hyper-V 2012. Once you’ve made the decision to upgrade, you need to consider whether you will purchase new hardware or leverage your existing infrastructure. While the easier option is to migrate your cluster to new hardware, budget constraints might impel you to go with your existing equipment. The high level overview of the upgrade is a 4-step process: Configure (or rebuild) OS’s on the Hyper-V hosts Create a new cluster Export existing VM’s Import VM’s into the new cluster Assumptions: You have a SAN hosting a Cluster Shared Volume (CSV) for your Hyper-V cluster utilizing iSCSI Step 1 – Configure (or rebuild) OS’s […]
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