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Improve your Cyber Security! That’s a Presidential order!
Yes, you read that right, the President of the United States signed an Executive Order stating that the Federal government has to review and improve its Cyber Security – it’s a security journey if you will. While that may seem like a huge undertaking for the likes of the United States, there are key takeaways that every business should apply - and you do not have to have the budget of the government to do so! Let’s look at a subset of this rather long, but truly important order: “To keep pace with today’s dynamic and increasingly sophisticated cyber threat environment, the Federal Government must take decisive steps to modernize its approach to cybersecurity, including by increasing the Federal Government’s visibility into threats, while protecting privacy and civil liberties. The Federal Government must adopt security best practices; advance toward Zero Trust Architecture; accelerate movement to secure cloud services, including Software […]
Solution Demo: Automated Order-to-Delivery Process with NetSuite
The order-to-delivery process is full of steps and – for many suppliers – manual tasks. But how can you streamline the process, and what would that look like? We’ve spoken with countless suppliers throughout the years, and while their businesses may vary, the major challenges they face are similar. Common Challenges Suppliers Experience Lack of integration across multiple trading partners. Plus, each partner may have specific requirements, adding more manual processes to your workload. Lack of real-time inventory visibility. Have you ever sold something that wasn’t actually available? Lack of real-time data is often at the root of negative client experiences. Managing peak season order volume. More orders are great, as long as you can deliver packages on time during peak season and high-volume events. Advanced ship notice (ASN) requirements. Has a client ever canceled an order because she thought it hadn’t been shipped? The cost of not sending the […]
How to Publicly Share a Microsoft Stream Video with the "New" Stream
In the first half of 2021, Microsoft made changes to the way that Microsoft Teams recordings are stored and shared. Meeting recordings used to be stored within Microsoft Stream, but they are now stored in your OneDrive for Business or a SharePoint Online site (which is good news if you want to publicly share a Microsoft Stream video!). These changes are a part of the “New” Microsoft Stream or Stream (on SharePoint) that was announced last year and covered in depth during Ignite 2020. For more information: The new version of Microsoft Stream - Microsoft Stream | Microsoft Docs. This change introduces the following benefits: Easy to set permissions and sharing Ability to share recordings with guests and external users Provides direct OneDrive and SharePoint links to videos Meeting recordings are available faster The biggest improvement and benefit is the ability to share recordings easily with external users who are […]
How to Enable Non-G/L Changes to Closed Periods in NetSuite
Here’s a quick tip on how to enable non-G/L changes to closed periods in NetSuite! How do closed periods work in NetSuite? Once an accounting period is closed, you are unable to edit any transactions within that closed period. The ‘Edit’ button on these closed period transactions won’t show, and you will instead see a lock icon next to the transaction number to designate that it is in a closed period. Why would you want to enable non-G/L changes to closed periods in NetSuite? Perhaps you want to add a memo or edit a PO number without having to credit and reissue invoices. Additionally, some ISV solutions require this setting in order to sync their data with locked and closed periods. How do you enable the feature in NetSuite? You’ll have to enable a setting on the Manage Accounting Period page. To enable the editing of transactions within closed periods […]
Give Your Legacy Apps New Life with Azure App Service
Legacy applications – those business-critical apps that keep IT people up at night fighting fires – leave employees frustrated with their lack of dependability and, worse, provide poor customer experiences all around. Essential to any business, they may have been developed years ago, and when they work, ‘they just work.’ But because all of your processes and procedures were created around the app, you don’t want to invest in a whole new platform. Sound familiar? Does that mean you have to live with the app’s shortcomings or keep buying new server hardware to ensure long-term, stable usage? Thanks to Microsoft, the answer may be a surprising ‘NO!’ How? Modernize existing .NET web apps using Azure App Service. What is Azure App Service? Azure App Service is a fully managed Microsoft cloud-based platform for building, deploying, and scaling your web apps. The Microsoft platform has the following key features: Fully managed platform Utilize bult-in infrastructure maintenance, security patching, and scaling. Built-in CI/CD integration CI/CD integration provides zero-downtime deployments. Virtual network integration Run […]
Microsoft Search – The Ultimate Guide
During my long tenure as a SharePoint consultant, one of the most common complaints regarding SharePoint is “I can’t find what I need.” There are probably several reasons this may be the case that are unrelated to the platform itself (lack of search training, search optimizations, etc.). But Microsoft has listened and introduced Microsoft Search. Not only does this provide an enhanced search experience for SharePoint, but it is also designed to be a global search aggregator for all Microsoft 365 workloads. Currently supported applications include: SharePoint Outlook OneDrive Word PowerPoint Office 365 With Microsoft Search, each search result is scoped to the application where the search was originated. For example, Outlook will return emails, Word will return Word documents, etc. In addition to the expanded search options, the results are unique per user. Microsoft’s AI engine delivers links that are targeted to user activity as well as content that […]
Everything You Need to Know About Salesforce Multi-Factor Authentication
If you’re a Salesforce user, you may have received an email from Salesforce saying they will require you to enable multi-factor authentication (MFA) by February of 2022. And . . . we think that's a good idea! As phishing attacks increase and the global threat landscape continues to change, why wouldn’t you want to implement stronger security measures? Here are answers to some questions you may have about Salesforce multi-factor authentication. What is multi-factor authentication? Instead of just a username and password, multi-factor authentication requires two or more pieces of evidence (factors). One factor is something you know, like your username and password. The other factors are verification methods that you have – like an app on your phone or a USB key provided to you. Interested in learning more about MFA and Cloud Security? View this post. Why should you want multi-factor authentication? Usernames and passwords are no longer […]
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 June […]
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 […]