Technology Solutions & IT News Blog | FMT Consultants

Tracking and Reporting Projects using Office 365 and Project Online

Did you know Office 365’s tools can make your PMO run more efficiently?

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  1. Extender-Record-GP
    Microsoft Dynamics GP

    Creating Extender Records automatically using Extender Actions

    We all know how to create an Extender window and track additional information. Recently there was a customer request to track the Revision Level whenever an item is purchased. In order to track the Revision Level, an Extender window has been created and linked with the Purchase Order Detail Entry window as shown below. During…

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  2. Integrate fixed assets from an Excel spreadsheet into Dynamics using SmartConnect
    Microsoft Dynamics GP

    Using SmartConnect Customization to capture Dynamics GP Fixed Asset ID with GP Rolling Column

    Recently, I had a client that needed to integrate fixed assets from an Excel spreadsheet into Dynamics using SmartConnect. When building the integration, I encountered an issue with using a GP Rolling Column for the Fixed Asset ID; SmartConnect does not include the native capability to capture the next Fixed Asset ID with their GP…

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  3. Microsoft continues to develop Office 365 features and expand capabilities to meet business desires
    Office 365

    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…

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  4. Buyer 2.0 won’t wait for you. They are probably tweeting your competition right now for pricing or configuration information.
    CRM

    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…

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  5. create new companies with existing setups in GP
    Microsoft Dynamics GP

    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…

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  6. The faster we adapt to Buyer 2.0, the better our business. Technology helps (thank you CRM!), but it’s much more than sales-stages and opportunity management.
    CRM

    Buyer 2.0 part one: Lane Departure Warning!

    This is the first part of a three part deep dive guest post about Buyer 2.0 written by Darren Stordahl Recently, FMT attended an interesting partner conference at Microsoft campus in Redmond, where an excellent presenter shared his perspective on today’s “Buyer 2.0”. His assertion, was that in the modern supply chain, buyers are engaging…

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  7. Les Schwab Pride in Performance: Keep It Going.
    CRM

    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…

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  8. ERP

    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….

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  9. Hot to create Payables Historical Aged Trial Balance Summary SSRS report
    Microsoft Dynamics GP

    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…

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  10. FMT Consultants acquires RedSky
    News

    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…

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  11. Microsoft Dynamics GP

    [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…

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  12. Guide to NetSuite Resources
    NetSuite

    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…

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