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Buyer 2.0 part two: From Flat to Fantastic
This is the second part of a three part deep dive guest post about Buyer 2.0 written by Darren Stordahl Continued from Buyer 2.0 part one: Lane Departure Warning! Because the Microsoft conference took place in the gray and green Northwest, the messaging brought to mind an exceptional book on effective sales: “Les Schwab Pride in Performance: Keep It Going” (Les Schwab; Maverick publications). It’s a manageable biographical/business tome that describes the life and unique business philosophy of Northwest icon, Les Schwab. Starting in 1952, Les and his team built a retail distribution chain of tire stores in the western United States. Each of his stores followed a similar approach to customer service and sales: when a prospective customer pulled into the parking lot, the attendants sprinted to the car; Les Schwab also offered special promotions including free beef (from his ranch!) with the purchase of new tires; he offered […]
Buyer 2.0 part three: Where the Rubber Meets the Road
This is the third part of a three part deep dive guest post about Buyer 2.0 written by Darren Stordahl Continued from Buyer 2.0 part two: From Flat to Fantastic! Connecting these two potentially disparate discussions can help correct fractures in a modern engagement funnel and increase the relevance of experienced analog sales-people in a digital world. Buyer 2.0 won’t wait for you. They are probably tweeting your competition right now for pricing or configuration information. What can you do, with the tools and technology available, to stay relevant and build your business? Sprint to the Car: Make every effort to make a good first impression. Engage quickly. Be polite. Maintain focus and intensity throughout the ever-shortening sales cycle. For those in the customer engagement end of the technology spectrum, this means using both marketing automation and CRM efficiently, correctly, and with a prioritization for managing KPI’s associated to response […]
Feature update on Group Conversations in Outlook
As a collaborative tool, Office 365 has a feature called Office 365 Groups to collect resources to share with group members. Office 365 Groups allows the option to consolidate conversations, calendar items, files, and tasks. The feature integrates with existing Microsoft products like Outlook, Yammer, Teams, SharePoint, and Planner. When a user is part of a group, all emails and meeting invites are sent directly to the user’s inbox and stored in the group folder. Conversations in Office 365 Groups in Outlook happen in the shared inbox for the group. Users can participate in discussions and activities within the Outlook client as each conversation appears separately in the message list. The message itself is displayed as a conversational stacked thread and can be responded to directly. With the Version 1712 (Build 8827.2148) update released by Microsoft on January 2018 through the Office 365 Monthly Channel, it included a feature update […]
Create new companies with existing setups in Dynamics GP using clear data
Creating new companies in GP and copying the set-up on an existing company into them, is frequent request consultants usually get. In this blog, we will go over how to create a new company with the setup of a current company with the same chart of accounts using data  The traditional method for creating new companies in GP is to open GP Utilities and then configure it from the ground up based on the characteristics of that company. However, there are many situations when there is a company or multiple companies that you want to be configured in nearly or exactly the same way as an already existing company. You could manually copy all of the configuration settings, but that is time-consuming and prone to human error. Performing a backup and restore to a new company will duplicate the configuration, but it will also include all of the transaction detail […]
2018 Sales Tax Changes
2017 was a big year for sales and use tax, and 2018 promises to be even bigger. States will likely continue to creatively redefine physical presence nexus, impose use tax reporting requirements, and tax third-party (marketplace) sales. They’ll almost certainly have to adjust their sales tax laws if Congress succeeds in enacting federal tax reform. And 2018 could be the year the Supreme Court of the United States reconsiders Quill Corp. v. North Dakota, 504 U.S. 298 (1992), the seminal ruling that prohibits states from taxing remote businesses without an in-state presence. While we can’t tell the future, we can anticipate some of the trends sales and use tax will see in 2018. Read on to learn more. State efforts to tax marketplace sales Collect tax or comply with use tax reporting Although Amazon now collects tax in all states with a sales tax, it only does so on its […]
How to create a Payables Historical Aged Trial Balance Summary SSRS report
SQL Server Reporting Services is an amazing reporting tool. However, I recently noticed that most of the reports print in detail.  Users want the same functionality from SSRS that is available to them in Dynamics GP, such as Detail and Summary versions of reports.  In this step-by-step guide, I will walk you through creating a Summary version of the Payables Historical Aged Trial Balance. Go to your SQL Server Reporting Services reports page Click on the Company Folder Then Click on the Purchasing Folder Click on the Historical Aged Trial Balance and select Edit in Report  Report Builder will launch. Click the Pie Icon in the left hand corner and click Save As Rename the Report to Historical Aged Trial Balance-Summary and click Save Remove the Row Groupings for Tbl_Main_Details_Group, to do so: Right click on the Group and click Delete Group. Choose Delete group and related rows and columns. […]
[Video] Improving Inventory Control in GP
You’re in the business of making, moving and managing inventory. To keep operations running smoothly and to maximize profit, you need to do more than just track inventory levels. You need real-time visibility that can help you effectively manage your product and streamline ordering and fulfillment. With advanced inventory and EDI from SalesPad and SPS Commerce, you can extend the functionality of your Dynamics GP solution for complete control and visibility.   Watch this video to learn how you can take control of your inventory, and: Process your orders faster Increase accuracy in your warehouse operations Streamline order fulfillment and processing Manage your business on the road     Ready to take control of your inventory? Fill out the contact form below to get started today!
FMT Consultants acquires Red Sky Solutions
Respected Carlsbad IT consulting company adds experienced Salesforce consulting practice to portfolio. Carlsbad, CA, April 8, 2018 -- Today, FMT Consultants (www.fmtconsultants.com) announced the successful acquisition of Red Sky Solutions, an Orange County, California consulting company that focuses on providing Salesforce implementation and integration services. As a result of the acquisition, FMT will immediately bring new Salesforce consulting and implementation expertise to a customer portfolio that includes manufacturing, distribution, life sciences, sports and services companies.  Financial terms of the agreement will not be disclosed. “FMT Consultants has spent more than two decades building a respected software implementation business around the Microsoft and NetSuite platforms,” said Eric Casazza, CEO of FMT Consultants. “With the acquisition of Red Sky Solutions, we add another compelling option for our customers by bringing on an experienced Salesforce team as an integral part of FMT. We’re excited to start working together to deliver integrated solutions to […]
Editable Grids: Another great feature of Dynamics 365
Dynamics 365: Editable Grids Do you like efficiency and saving time? If you do, read on to learn more about Dynamics 365 Editable Grids. All versions prior to Dynamics CRM 2013 had no type of editable grid, if a user needed to modify any record, the record had to be opened in a new window or exported to an Excel editing function. A lot of unnecessary time spent making edits. In this blog, we’ll discuss what the Editable Grid feature is, the benefits, and how FMT can help your business unlock this functionality. The Basics An editable grid (or list) is a custom control providing inline editing capabilities on web and mobile clients. This includes the ability to group, sort, and filter data within the same grid so you don’t have to switch records or views. So, a record does not have to be opened to edit it, you can […]
Guide to NetSuite Resources
At FMT, we believe in the philosophy of teaching a man to fish. Our goal is to empower clients to develop a robust organizational knowledge of NetSuite, allowing for efficient in-house issue resolution. Whether users encounter an error, are trying to understand standard system functionality, or have a basic “how to” question, we always want our clients to feel equipped to address problems internally as a first line of defense. Some partners may feel that every question a client answers for himself represents a lost opportunity for revenue, but at FMT, we believe that the better our clients understand NetSuite, the greater the value they will realize from a partnership with FMT. This represents a win-win situation for both client and partner! With this philosophy in mind, this article will outline some of the best NetSuite resources available online – free of charge – and how to use them to […]
How to Setup Field Level Security to Access the Vendor EFT Window
Have you ever needed to tighten security within GP so your end users cannot access your vendor’s EFT bank information?  No need for a fancy customization!  It’s all available to you within GP with Field Level Security.  In just a few steps, you can setup security to the EFT Bank button on the Vendor Address Maintenance window so when a user clicks on the button they will be prompted with a pop-up window to enter a password.    The user will not be able to proceed to the vendor’s EFT Bank information until they enter the correct password:   Here are the steps for setting this functionality up:   Navigate to Administration > Setup > System > Field Level Security Click on Add Enter a Field Security ID and Description. The Product information will be blank when you initially set up this window. Click on the lookup next to Product […]
Service your Customers best with D365 CRM Service Module
Your customers are relying on your service to help them work through their daily woes and the Dynamics 365 CRM Service Module can help you do just that! In this blog, we’ll discuss various Out of Box features and many benefits of the Service Module. FMT can help your business unlock this functionality and much, much more. The CRM Service Module in D365 enables you to accept an incoming customer request on a Case (or incident), manage these in queues or views, and track all communications with your customer. Automatic Case Creation When an email is received by the designated Service Email Account, the system automatically creates a new Case, and with a simple extension, we can assign it to a Queue and even send automatic responses to the customer! Including situations where the customer is unknown in CRM, we are easily able to configure the system to create the […]
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