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Free (yes free!) Microsoft Teams Audio Conferencing
Host meetings through Microsoft Teams? What about one of the many other inadequate competitor platforms? Zoom through this post and let me tell you what Microsoft has in store for you (hint: it includes a year of free Microsoft Teams Audio Conferencing)! We all know that Microsoft Teams is the all-encompassing unified communications and collaboration platform Leader (backed by Gartner!) that enables businesses across the globe to get work done quickly and efficiently. Chat – check. File collaboration backed by best-in-class SharePoint – check. Integrations with business-critical processes and systems – check. All these capabilities for both internal employees and external customers at the same time – check, check, check! You may even be hosting meetings through this essential tool right now, but did you know that Microsoft is also giving customers free use of dial-in capabilities for your meetings? They sure are! From now through the end of March […]
1 Key Salesforce Security Best Practice
We've seen many assume their Salesforce orgs are secure enough: why should they care about FMT's recommended key Salesforce security best practice? Consider that phishing attacks are increasing and 2020 stood out. 88% of organizations around the world experienced spear phishing attempts. Remote workers are being targeted more than before. And in a successful attack, nearly 60% of organizations lose data, nearly 50% are infected with ransomware, and nearly 35% of organizations experienced financial losses. Those are scary statistics. How can we keep our Salesforce data secure? Let's say you implemented Salesforce a while ago and everything is working well. It's flexible enough so that you can easily change a picklist value or add a little automation. But you probably haven't thought about security since you implemented Salesforce. In my experience, most implementations configure data access (which users can see or edit which records and which fields). But very little […]
How to Enable the Updated NetSuite Bank Reconciliation Process
NetSuite 2020.1 brought with it various new features and enhancements to existing features for users. One such improvement is NetSuite’s updated bank reconciliation process! This feature works out of the box with most major U.S. and Canadian banks, but a plug-in is needed for banks in other countries. Here’s a quick overview of how to take advantage of the NetSuite feature. First, users should enable the updated bank reconciliation process in NetSuite. Navigate to Setup -> Accounting -> Chart of Accounts, and click on the bank account you would like to enable for the new bank reconciliation process. Mark the Use match bank data and reconcile account statement pages, and then save. Do note that when you enable the Use match bank data and reconcile account statement pages, the bank account will not show up on the Reconcile Bank Statement Page (like in the old method). Next, users will transform […]
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