Type Archives - Page 39 of 47 - FMT

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 […]

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:   […]

The Problem In SharePoint 2013 there is a common problem that occurs when editing a user profile in situations where there is more than one HTML user profile property. In these instances, all the HTML properties except for the last one on the page will lose their values. This problem occurs in both SharePoint 2013 Online and On Premise. And it occurs on both the user profile edit pages accessible from SharePoint Central Administration and from My Sites. The Reason The problem is caused by a logical JavaScript error on the user profile edit page. A Java-Script function PopulateEditableRegion() is generated for each HTML property and is responsible for populating the HTML property with its value of the edit page. When there are more than one HTML property, this function runs only for the last HTML property on the page. function PopulateEditableRegion() { var editableRegion = document.querySelector('[InputFieldId=ProfileEditorEditAboutMe_hiddenRTEField]'); if (editableRegion) editableRegion.innerHTML […]

The Challenge Oftentimes in the world of Dynamics CRM, the need arises for non-CRM users to gain access to CRM data. A common solution is the implementation of a web portal which allows these users to perform certain actions on applicable CRM data. Microsoft offers two portal solutions: the Customer Portal and the Partner Relationship Management Portal. These are managed solutions, can be easily imported into any CRM environment, and come with detailed instructions on how to quickly and efficiently deploy. However, like any construct that is general in its scope, the aforementioned portal solutions do have some caveats. The two solutions install extraneous features onto CRM that are not necessary for portal development, often confusing CRM users and requiring the need to go back and hide all of the excessive customizations. Furthermore, by default, the two portals both use Windows Live for authentication (requiring users without Windows Live to register […]

Eric Casazza, CEO of FMT Consultants, and Linh Nguyen, Director of Finance and Operations, have been selected as finalists in prestigious leadership awards hosted by the San Diego Business Journal. San Diego, CA, November 12, 2013 – FMT Consultants, a leading San Diego-based provider of IT solutions, has been recognized for exceptional leadership by the San Diego Business Journal. FMT’s Eric Casazza, CEO and Linh Nguyen, Director of Finance and Operations have been selected as finalists in awards honoring extraordinary leadership skills and achievements. FMT is a leading technology firm that partners with companies of all sizes to increase profitability through innovative and efficient use of technology solutions. Leveraging the expertise of a dedicated team of 40+ in-house technology experts and a wide array of software applications including Office 365, SharePoint, Microsoft Dynamics GP, Dynamics CRM, SAP Business ByDesign and Managed IT Services, FMT is committed to helping its clients […]

Does your company have a complex business structure that may require multiple legal entities with complicated reporting requirements? Are you tired of the hassle associated with maintaining separate GP companies for each entity? Are you frustrated with maintaining multiple vendor, customer, employee and fixed asset master records or managing consolidated reporting through differing chart of accounts? If so, Binary Stream’s Multi-Entity Management tool for Dynamics GP may be of interest to you. This product allows multiple entities to be managed within a single Dynamics GP company by using an entity designation within your chart of accounts. Below are some of the key benefits of the Multi-Entity Management tool: The ability to manage centralized or de-centralized checkbooks, customer, vendor, item master listings for all entities within a company. The capacity to generate entity-specific reporting such as Accounts Payable/Receivable trial balances, Vendor 1099s, Employee W2s and Accounts Payable/Payroll check formats, etc. The […]

The Challenge As a company grows so does the need to track information on a more granular level to strengthen the audit trail. One way of doing so is to track transaction information at the sub-ledger level. Unfortunately, many Dynamics GP users are entering transactions directly in the general ledger while, ideally, these transactions should be tracked within their respective sub-ledgers. Microsoft Dynamics GP provides a useful out-of-the-box interface to transfer sub-ledger transaction information up to the general ledger. The challenge is to transfer journal entry details from the general ledger back down to the sub-ledgers – especially for organizations with hundreds or thousands of general ledger entries. The Solution Using simple integrations and configurations within GP, FMT has developed an efficient method to take standard general journal entries and integrate the transactions back into your sub-ledgers including fixed assets and other sub-ledgers. By utilizing tools such as eOne’s Smart Connect, […]

FMT Consultants helps Dynamics GP users ensure a successful year-end close with online training conducted on November 12th and in-person training in San Diego, CA on December 12th, 2013. San Diego, CA, October 31st, 2013 – FMT Consultants, a leading Southern California provider of IT management solutions, announces upcoming online and in-person Microsoft Dynamics GP year-end close training open to all GP users. The online training takes place on November 12, 2013, from 10:00 – 11:30 AM PST, and the live session (including a light breakfast) on December 12th from 9:00-11:00 AM PST at the Microsoft Office in San Diego located at 9255 Towne Centre Drive, Ste 400, San Diego, CA 92121. The events are complimentary and open to all Microsoft Dynamics GP users. Space is limited and reservation is granted on a first-come-first-served basis. Interested GP users can register online or by sending an email to jbechgaard@fmtconsultants.com. During the […]

ACH (EFT) file format configuration within Microsoft Dynamics GP is a relatively straightforward process. However, what do you do when your bank requires you to use one particular format for Consumer transactions and another for Business transactions? For example, your bank’s requirements could be that you must use a PPD (Prearranged Payment and Deposit) format for Consumer Account transactions and a CCD (Cash Concentration and Disbursement) format for Business Account transactions. This requirement can easily be addressed by using the standard functionality and tools within Dynamics GP 2013 by following the steps outlined below: Step 1 Create the two separate EFT formats – one for PPD and one for CCD. This process can be simplified by using the Export function to export the current format, import as a new name, and finally perform any updates to the formats. In this example, there will be separate CCD and PPD formats for […]

This video is the second in a series of two demonstrating how to easily build, manage and share dashboards, charts and reports. While part one of the series focused on how to generate and customize reports, charts and dashboards in CRM, this video focuses on how to easily share your CRM reports and charts utilizing Excel services. You will learn how to export data from CRM into Excel and how to upload Excel generated reports into CRM for easy sharing and collaboration. Watch part one here  

Leading Microsoft Dynamics CRM partner showcases new features and product enhancements of Microsoft’s latest release of its robust CRM solution, Dynamics CRM 2013 (also known as ‘Orion’), in San Diego on October 16th and in Irvine on October 23th, 2013. San Diego, September 19th, 2013 – FMT, a Southern California Microsoft Dynamics CRM partner, today announced its upcoming roadshow featuring two Microsoft Dynamics CRM 2013 demonstrations in San Diego and Irvine, CA. Microsoft Dynamics CRM 2013, also known as ‘Orion’, is the latest version of Microsoft’s solid and scalable Customer Relationship Management (CRM) solution developed for businesses of all sizes. The complimentary breakfast seminars take place at the Microsoft offices in San Diego on October 16th, 9-11 AM, PT and in Irvine on October 23rd, 9-11 AM, PT. Call (760) 930-6400 or visit www.fmtconsultants.com for more information and registration. Microsoft Dynamics CRM is a powerful software solution that helps companies […]

In this blog post I will discuss the authentication mechanism and behind the scene communication that happen for CRM 2011 Online Office 365 provisioned organizations using ADFS. The default CRM 2011 Online Office 365 provisioned organization uses “Authentication Platform” that provides identity storage (Microsoft Online IDs) and authentication. The directory store holds the users’ credentials. CRM 2011 Online and other cloud based offering from Microsoft rely and trust on authentication platform for validating that the user is authenticated. You need a valid authentication token to access these services. When you log in to a CRM 2011 Online Office 365 provisioned organization, it first goes to the CRM Online which redirects it to the login page because the user is not authenticated. The user provides the credentials and is authenticated by the authentication platform. It provides the user with a token which is used by CRM Online to validate that the […]