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4 Trends that Are Transforming CRM
As the number of businesses using Customer Relationship Management (CRM) systems increases, the market becomes more competitive. Understanding and adopting the latest trends in CRM is crucial to stay ahead. Big players like Salesforce and Microsoft in the CRM scene are constantly researching and improving their solutions, which helps you and your business. On top of managing your organization’s customer interactions, CRM is now used to improve customer experience, increase sales and customer retention rate. CRM is, without any doubt, evolving at a rapid speed and transforming into a sophisticated solution.   4 key trends we are seeing in 2021   AI-Powered Voice Assistant Thanks to Artificial Intelligence, conversational CRM is becoming the focus of the CRM space. There are many capabilities that an AI-powered CRM offers such as text-based chatbots and face recognition. However, what we should pay most attention to is voice functionalities. CRM providers like Zoho and […]
Dynamics 365 and Power Platform Release Notes – April '19
The April ’19 release notes describe all new features releasing from April 2019 through September 2019 for Dynamics 365 and Power Platform. Previews for some features will start in February 2019. You can either browse the release notes below or download the document as a PDF file here. April ’19 Release Overview The April ’19 wave of releases for Dynamics 365 and Power Platform provides you with significant capabilities to transform your business. These release notes describe functionality that may not have been released yet. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy). Dynamics 365 The enhancements to Dynamics 365 applications in the April ’19 release include hundreds of new capabilities across Sales, Marketing, Customer Service, Portal, Field Service, Project Service Automation, Finance and Operations, Talent, Retail, and Business Central. Microsoft is adding a new set of mixed reality experiences using Microsoft Layout and […]
5 Signs You Need an Upgrade from QuickBooks to ERP
Think back to when you first decided to use QuickBooks. At the time, it seemed like a simple and easy-to-use accounting system that suited your business needs. You weren’t alone in that decision. QuickBooks, without a doubt, is considered one of the most beloved options for many users around the world. Many small to mid-sized organizations find that QuickBooks is straightforward and, most of all, affordable for their business scale. Your decision, however, was likely made before your business started growing and your accounting department started experiencing the limitations of QuickBooks. It turns out that for many businesses, QuickBooks eventually becomes too simple and frustratingly rigid, which can be costly in the end. If you start wondering if QuickBooks is still the right option for your organization, it is a sign that your business is expanding and is outgrowing QuickBooks. Cheers to that! So, what’s your next step? You need […]
Using Your ERP to Accelerate Decision Making
With the constantly evolving business world comes a constantly evolving series of challenges for manufacturing companies. Speed to market stresses every aspect of the organization. From sales to customer satisfaction, modern manufacturers need a proven solution that can set your business up for quick decision making, success, and growth.   In this recorded training session, you will learn how NetSuite can help manufacturers overcome the most common challenges and transform your business for long-term success in 3 steps:     How you can increase profitability       How to overcome manufacturing challenges       How to accelerate decision making           ERP to Accelerate Decision Making On-Demand Webinar Information: Part 1: Fast. Global. Insights. Using NetSuite to Increase Manufacturing Efficiency with Paul Clayton, VP of Consulting Services at FMT Consultants Part 2: Drive More Profit From Your Inventory  with Russ Graf, VP of Sales at NetStock Part […]
FMT Consultants Named Bob Scott VAR Star Top 100 Technology Reseller
Carlsbad IT consulting company recognized as a member of the Bob Scott’s Insights VAR Stars. Carlsbad, CA, Feb. 25, 2019 -- Today, FMT Consultants has been selected as a member of the Bob Scott’s VAR Stars for 2018, a group of 100 organizations from across the country honored for their accomplishments in the field of mid-market financial software implementation. “Each year, 100 VAR Stars are picked from the best organizations that market financial software. It is always an honor to recognize those who contribute to the development of our business,” Bob Scott said. Members of the VAR Stars were selected based on factors such as growth, industry leadership and recognition, and innovation.  Selection is not based on revenue and those firms chosen represent a wide range of size and many different software publishers of accounting software. “In our industry, Bob Scott Insights represents an objective, informed, and discerning resource for […]
Managing Microsoft Licensing through FMT’s Cloud Solution Provider - CSP program will cut costs
Navigating the Microsoft Licensing Landscape is difficult to say the least.  Here at FMT, we joke that you need a PhD in Microsoft to fully understand it.  In today’s fast growing business world, if you’re like most growing businesses, you don’t have time to learn everything you need to know.  Thankfully, you don’t need to.  Our team of consultants already have.   In this recorded training session, you’ll you learn how you can right size your licensing to save money,  increase performance, and navigate the complex and changing Microsoft environment.  By the end, you’ll feel confident in your ability to configure, implement, and deploy the licensing that makes sense for your business.      This session, led by FMT’s own Director of IT Consulting Zach Saltzman, walks you through everything you need to know, so you can stay focused on what matters most…  running your business. Here’s what we’ll […]
FMT Consultants wins two gold & silver Stevie® awards for sales & customer service
LAS VEGAS, NEVADA – February 27th, 2019 – FMT Consultants was presented with two Gold and one Silver Stevie® Awards in the Sales Team category in the 13th annual Stevie Awards for Sales & Customer Service on February 23rd, 2019. The Stevie Awards for Sales & Customer Service are the world’s top honors for customer service, contact center, business development, and sales professionals.  The Stevie Awards organization stages seven of the world’s leading business awards programs, including the prestigious American Business Awards® and International Business Awards®. The awards were presented to honorees during a gala banquet on Friday, February 22 at Caesars Palace in Las Vegas, NV.  More than 700 executives from the U.S.A. and several other nations attended. More than 2,700 nominations from organizations in 45 nations of all sizes and in virtually every industry were evaluated in this year’s competition. Winners were determined by the average scores of […]
Finding the right columns for your everyday Smartlists in Dynamics GP
We all know how powerful Dynamics GP Smartlists are, but sometimes it can be hard to find the right columns/fields to build them out with additional information that we need. One that comes up quite a bit, is the Batch ID associated with posted account transactions. When you add the Batch Number column to the Account Transaction smartlist under the Financial folder, it comes up blank for posted journal entries. Luckily, this is a simple column add once you know the name of the column you need. Open up the Account Transactions default Smartlist (Smartlist > Financial > Account Transactions > *).   In my Account Transactions Smartlist below, I have added Batch Number and Document Status columns. Notice that the Batch Number column is blank for all Open transactions (see Document Status).     Click on Columns then Add. Search for Originating Source in the column list. Highlight that column, […]
Choosing the Right Tools for Auditing Activity Inside Dynamics GP
Change… It is something that every organization faces.  Whether it is the change of a business process, change of personnel, change of a software solution or change of data within a software.  Some types of change are more complex than others, but even something as simple as the changing of data within a system can result in a significant amount of resources being expended.  Frequently determining the how, why, when and who behind the change will take exponentially longer than the actual change itself.  In order to reduce the effort spent on answering these questions, we will review the key features of the tools available for Dynamics GP that will help audit the system.  Our goal is to provide you with a succinct snapshot of the options available for Dynamics GP and help narrow down the correct solution for your organization.  Below are four options that will help you answer […]
Reconciling Inventory to the GL in Dynamics GP
There are multiple ways to reconcile sub-ledgers to the GL in Dynamics GP, the Reconcile to GL routine being one of my favorite, but there can be times when you’re still stumped wondering what happened? I had a client recently face this situation. They ticked and tied every transaction to the GL, but their Inventory still did not balance to the GL. In the end, it all came down to a sales return transaction. The quantity being returned went into the Returned bucket instead of On Hand. When the inventory is put into the Returned quantity field, it changes the distributions for the transaction and puts the distribution type as “RETURNS” instead of “INV” if it were put back in inventory. If you’re using the Inventory Historical Stock Status report in an attempt to reconcile, the quantity returned will not hit this report. To fix it, an inventory transfer needs […]
Creating a Formula-Based Enterprise Custom Field to Track Rollup Work Hours
I was recently posed with a challenge to create a custom Microsoft Project Online field to calculate the difference between a custom numeric value and Actual Work, specifically the rollup of number of work hours completed on project tasks. Simple enough right? I knew it could be done but the execution of meeting this customer requirement wasn’t straight forward. The client utilized the work column to forecast their efforts like most MS Project users but they also wanted track committed hours which was the effort their sales team proposed to their clients. They wished to do this because at times work could be adjusted for ramp up, setup time, and other tasks non-billable tasks. What they wanted to capture was the true effort their resources were doing above the sales proposed estimate so they could consider past data to more accurately quote customers in future engagements. With some simple configuration […]
The Importance of a Good Unit of Measure Schedule in Dynamics GP
When configuring inventoried items in Microsoft Dynamics GP, we need a clear understanding of the types of transactions which occur against inventoried items. You purchase items, sell items, transfer items between sites and bins, consume items during production, and produce items. That is A LOT of transactions. But…if you think about it, you probably already enter these transactions using Microsoft Dynamics GP. So why not let Dynamics GP track your inventory for you? Okay, so this is a great idea, right?! But where do you start? Obviously you need to know what items are considered inventoried items and you need to know where your items are located.  However, just as important is your unit of measure schedule! We just looked at six transaction types which may occur against an item, but each inventory transaction can occur in different units of measure. You may purchase a box of 50 units but […]
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