FMTFMT

CRM Trends & Tutorials (2021) - FMT Consultants Inc.

Search Archive
Using Out-of-the-Box Field Level Security to Apply Security to Business Process Flows in Dynamics CRM 2013
Business processes in Microsoft Dynamics CRM 2013 are great out-of-the-box, but there are also a few things that we can do in terms of extending the functionality of the stages with some customizations. In this blog I'll show how to use out-of-the-box field level security to apply security to business process flows in CRM 2013. Hiding and showing a section is a good way to limit your end users to be working with only the fields that they need access to, but we can apply out–of-the-box field level security to business process flows as well. Let’s say you wanted to add a Boolean field called something like Progress to the first step, and only certain users could be allowed to change the value of Progress from No to Yes. What you would do is: 1. Create a new Boolean field that is enabled for field level security: 2. Create a […]
FMT Consultants Achieves a Microsoft Gold Customer Relationship Management Competency
FMT Consultants demonstrates best-in-class capability and market leadership through demonstrated technology success and customer commitment. San Diego, CA, August 21st, 2014 - FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, today announced it has attained a Gold Customer Relationship Management competency, demonstrating a “best-in-class” ability and commitment to meet Microsoft Corp. customers’ evolving needs in today’s dynamic business environment and distinguishing itself within the top 1 percent of Microsoft’s partner ecosystem. To earn a Microsoft gold competency, partners must successfully complete exams, resulting in Microsoft Certified Professionals, to prove their level of technology expertise, and then designate these certified professionals uniquely to one Microsoft competency, ensuring a certain level of staffing capacity. In addition, these partners must submit customer references that demonstrate successful projects along with implementing a yearly customer satisfaction study, meet a revenue commitment and pass technology and sales assessments. Founded in 1995, FMT […]
Experience Dynamics CRM, Dynamics Marketing and a Wide Array of Third Party Microsoft Dynamics Applications at nVerge 2014
nVerge 2014 is a one-day technology conference taking place on September 25th, in San Diego, CA. The conference focuses on the latest feature updates and trends for Microsoft Dynamics CRM, Dynamics Marketing, Dynamics GP, Microsoft SharePoint, Microsoft Office 365, Business Intelligence, Corporate Performance Management (CPM) solutions, third party software applications for the Microsoft Dynamics product line, hardware solutions and IT services. The nVerge 2014 agenda offers a combination of keynote and breakout sessions, presentations by premiere San Diego businesses, ongoing learning labs, a bustling expo floor, networking sessions, breakfast, lunch featuring a special presentation by Dale Carnegie of San Diego and post conference cocktail reception. See the full agenda here. The Dynamics CRM and Dynamics Marketing sessions at nVerge include: Build Your Pipeline with Microsoft Dynamics Marketing Microsoft Dynamics Marketing is the offspring of Microsoft’s acquisition of Marketing Pilot and was made available with the Dynamics CRM spring 2014 release. […]
Increase User Adoption with Your Own In-House CRM Support Entity in Dynamics CRM 2013 - a Step-by-Step Guide
User adoption is pivotal when implementing Microsoft Dynamics CRM within your organization. A key component to turning your CRM implementation into a successful investment is by providing timely post go-live and on-going support in a manner that reassures your users that the system will be properly supported. Support could range from training, user feedback, suggestions, enhancement requests, technical issues, bugs, reporting requests, etc. It’s best to have a solid plan in place, whether that’s using an existing I.T. ticketing system or having dedicated staff. But the reality is that many companies don’t have the time and/or resources to put something in place until after the first critical user adoption period has passed. If users don’t adopt to the system initially, it makes it much harder to get them on board later on. One way to show your users that they’ll have the support they need is by creating your own […]
FMT Consultants Announces nVerge 2014 - a One-Day Technology Conference Focusing on Microsoft Dynamics GP, Dynamics CRM, Dynamics Marketing, SharePoint, Office 365 and IT Environments  
nVerge 2014 takes place on September 25th in San Diego, CA and offers a combination of keynotes, breakout sessions, learning labs, ongoing exhibition with software developers and IT service providers, networking sessions and a post-conference cocktail reception. San Diego, CA, July 29, 2014 - FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, announces nVerge 2014. nVerge 2014 is a one-day technology conference focusing on the latest feature updates and trends for Microsoft Dynamics GP, Dynamics CRM, Microsoft SharePoint, Microsoft Office 365, Business Intelligence, Corporate Performance Management (CPM) solutions, third party software applications for the Microsoft Dynamics product line, hardware solutions and IT services. The one-day conference offers a combination of keynote and breakout sessions, presentations by premiere San Diego businesses, ongoing learning labs, exhibition with IT service providers and independent software vendors, networking sessions, breakfast, lunch featuring a special presentation by Dale Carnegie of San […]
My Top 9 Microsoft Dynamics CRM 2013 Features
The following is a list comprised of my top 9 (in no particular order) favorite new features of Microsoft Dynamics CRM 2013. Throughout all my favorites, you will see that the individual user experience and choices among other benefits are pervasive. 1. Navigation A giant and very apparent difference between Dynamics CRM 2011 and CRM 2013 is navigation. The left navigation and ribbon menu are gone! In CRM 2013, without left navigation and no ribbon menu, all you have to do is click on any drop down to access the page you wish. With no ribbon, you’ll only see the commands related to the things you’re working on instead of a ribbon displaying everything - it’s all stripped down to just the few relevant commands.. Simple is good! 2. Auto Save No need to tap Save when you’re editing. Records are saved automatically when you create a new record or […]
Scribe Insight: How to Implement Long Running Batch Jobs in Scribe
For organizations that use multiple systems, there often is a need to synchronize company data, such as accounts and invoices, between different systems. Scribe Insight is a powerful and viable integration tool designed to save organizations from complex and often costly custom integrations. With the intuitive visual tools available in Scribe Insight you can quickly build, maintain and add integrations without having to write much code, if any at all. We were recently asked by a client to mass update the statuses on invoices in Microsoft Dynamics CRM Online from Dynamics GP. The number of invoices that needed to be updated every day was in the tens of thousands. We found limited documentation on how to run long batch jobs in Scribe and decided to write this article to provide guidance on best practices for integrating a large amount of data. There are various ways you can implement the integrations to […]
Microsoft Dynamics CRM Spring 2014 Release Preview Guide
Microsoft has announced a wealth of new features and product enhancements for the upcoming Spring '14 roll out for Microsoft Dynamics CRM. The major new features include Microsoft Social Listening, Microsoft Dynamics Marketing and Parature. Microsoft recently released the Dynamics CRM Spring '14 Preview Guide which provides an overview of the many new features of Dynamics CRM: Content Introduction Key Investment Overview Marketing Sales Customer Service Social Platform Conclusion Contact FMT Consultants today to learn more about Microsoft Dynamics CRM. Introduction The explosion of the social conversation along with the proliferation of mobile technology has changed our lives, more than we ever could have imagined. It is no surprise then that companies who wish to remain competitive in this new age are concentrating their efforts on creating differentiating customer experiences. In fact, some industry analysts believe that customer experience is the last bastion of competitive differentiation. What is also quite […]
Microsoft Dynamics CRM Online Pricing and Features – What’s New in 2014
What’s New with Microsoft Dynamics CRM Online? During Microsoft Dynamics Convergence in Atlanta in March 2014, Microsoft unveiled a great deal of exciting new products, soon to come features and new licensing options for Microsoft Dynamics CRM Online. Some of the major highlights announced were: Microsoft Dynamics Marketing A brand new, end-to-end marketing automation solution including campaign management, email marketing, lead nurturing, marketing list management, assets and media management, marketing budgeting, marketing analytics, ROI and reporting, and much more. Learn more Microsoft Social Listening A new CRM feature providing powerful insights into social media channels like Facebook, Twitter and LinkedIn, and allowing marketers and sales reps alike to track products, brands, competitors and marketing campaigns across the social web. Learn more Parature With the acquisition of Parature, Microsoft brings enhanced customer service capabilities to Dynamics CRM, including features such as a self-service knowledgebase, live chat, case management, social care and […]
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 […]
Step-by-Step Guide to Portal Development for Microsoft Dynamics CRM
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 […]
1 2 3 4 5 6 7 8
©
2022
 FMT Consultants, LLC.
|
Privacy Policy
X
FMT

Contact Us

X
FMT

Newsletter Sign-up

menu linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram