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Why Power BI is quickly becoming the leading platforms for data analysis
It’s always fun helping clients gain better insight into their business? During most account meetings, the conversation eventually includes this: “Our reporting is bad, I wish I could somehow have access to the right data to make better business decisions.” Although many tools can produce this desired outcome, Microsoft’s Power BI platform is quickly becoming the solution of choice. Here is a quick summary of why decision makers and executives are relying on data from Power BI. Top reasons: Cost: According to Gartner Group, Power BI is one of the lowest priced solutions on the market today and roughly 80% lower than other cloud products. You can start with the Power BI FREE Desktop, BI Pro $9.99 per user per month, or Power BI Premium (capacity pricing option based on per node per month). Many companies already own Power BI licenses as part of their Office 365 suite. Connectors: Here […]
From AdWords to NetSuite - Implement Pay Per Click Campaign data into CRM
Who uses NetSuite? NetSuite provides a full CRM (customer relationship management) and ERP (cloud-based enterprise resource planning) technology solutions. A traditional answer would be sales and accounting. But business has changed a lot in the past two years, in particular, marketing. There has been a rise in machine learning automation as opposed to rules-based. This helped search engine marketers adopt Programmatic Marketing and use automated bidding or Real-time Bidding (RTB). Business collaboration and connection are replacing hierarchy and bureaucracy. So the challenge that digital marketers are facing is integrating SEM data into NetSuite for full sales cycle visibility. With a custom integrated marketing solution, you can now import Pay Per Click data directly into NetSuite CRM. Adding fields like campaigns and keywords with metrics like clicks, costs, and conversion rates add valuable insight into the lead generation process. This allows development of robust reporting within a single software solution. PPC advertising is carried […]
[Video] Upgrading Microsoft Dynamics GP
Dynamics GP 2018 is right around the corner As a Microsoft Dynamics GP user, you’re likely familiar with navigating the 2-year release cycle and the questions that come with each new release. Should you upgrade now? Wait for R2? Is the new functionality worth the cost? What happens if you stay on your current version? With Microsoft scheduled to release GP 2018 this December, the question is upon us once again. Will you idle along or hit the gas? Watch this video to learn more about the latest release from Microsoft and the options that you have for maintaining your financial management system. In this video, explore: • Microsoft Dynamics GP roadmap • New features in GP 2018 • Upgrading your financial system – pros and cons • Applying it to your business – you have options!
Office 365 bulk attribute update via PowerShell
In today fast-paced business environment, management attempt to perform an Office 365 users audit might find that the company had grown faster than they kept up with. Lots of unfamiliar names with assigned licenses and difficulties telling who belonged to which department. A request was put in for the Office 365 administrator to update user profiles with additional information such as title, department, and phone. A fairly easy task to perform, but quite a tall order if the information was not populated for all 126 users. Here is where PowerShell comes to the rescue! The tool can be leveraged and the list can be updated in a template spreadsheet to eliminate the need to edit individual profiles within Office 365 admin portal. Such tasks may take hours to complete.   Prerequisites: Office 365 “cloud” users. This process will not work on users that are synchronized from on-premises Active Directory via […]
New NetSuite Features in 2017.2 Release - SuiteScript and SuiteFlow
With the release of NetSuite-2017-2, we can look forward to a new set of features to add to the existing NetSuite system we all know and love. NetSuite will be buffing up across the board. This blog we will focus specifically on SuiteScript and SuiteFlow updates. Priority Settings on Script Deployments  All map/reduced and scheduled script deployments have now priority settings included. You are now able to set the priority to ‘Low’, ‘Standard’, or ‘High’. Standard priority is the default setting. Use Low priority if the script can afford a longer wait time. High priority marked scripts will be moved up in the queue and will be processed more quickly. This feature should prove to be beneficial for both developers and customers. There are many scenarios where certain tasks need to be executed more immediately than others while other tasks can wait a little longer before being processed. You can also […]
[Video] Nurture Leads & Build Customer Loyalty with Marketing Automation
  The relationship between buyers and businesses are changing, engaging your prospects at every stage of the buying cycle is now essential to closing more deals. Watch this video to discover how you can deliver customized, memorable experiences and start turning every lead into a loyal customer with marketing automation. We'll explore: What is it and who uses it Why marketing automation is an essential tool How to shorten your sales cycle with marketing automation If you want to learn more about how your organization can take advantage of marketing automation to help you keep prospects and customers better engaged, feel free to reach out to us by submitting the form below. We'd love to hear from you!
EFT Payables Batch is Empty? The Possible Culprit – Vendor Setup in Dynamics GP
Generating EFT Payments from within Dynamics GP is a quick and easy process. However, if not configured correctly, your EFT batch may be empty and you may be left shaking your head trying to figure out why. The Vendor card may be the reason your EFT batch is empty if your Checkbook in Dynamics GP is configured for EFT Payments. In this article we will troubleshoot some possible issues causing the EFT Payables Batch to come up empty in Dynamics GP. Here are the steps to setup a Vendor for EFT payments: Navigate to the Vendor card (Purchasing >> Cards >> Vendor Select the Vendor ID Click on Address and press Clear to enter in a new Address ID Enter a new Address ID (for all vendors that will be paid electronically such as “EFT” use an Address ID) Enter the Country Code, then select EFT Bank On the Vendor EFT Bank […]
What's New in NetSuite 2017.2
Each new release of NetSuite brings a host of fresh features and improvements to existing functionality - 2017.2 is no exception. In a sign of Oracle’s focus on customer satisfaction, many of the new features originated as enhancements requested by the user community. This article will review a few of the most anticipated enhancements that are introduced in NetSuite 2017.2: 1. Advanced BOM functionality Historically, a NetSuite Assembly item has a one-to-one relationship with a Bill of Materials. The Bill of Materials can be modified, but the modification would then be used in all future builds or work orders. Similarly, existing BOM versioning capabilities (Revision Number or Effective Date) ensure that all assemblies are produced using the same BOM at a given point in time. The Advanced BOM, introduced in 2017.2, severs the link between Assembly Item and BOM, allowing multiple concurrent BOMs for a single assembly item and for […]
You down with SOP? Yeah you know me!
Are you a Dynamics GP user feeling the constraints of the GP SOP interface? Do you crave more flexibility within the system? Would you like to pay less than the full core GP user? Many of our client have expressed the same. In this blog, I will introduce SalesPad as a preferred Dynamics GP add-in, review who the ideal candidate is and discuss the benefits of their software. Who is SalesPad? Founded in 2003, SalesPad is not your average technology vendor. Headquartered in Grand Rapids, Michigan, SalesPad has created a state-of-the-art “skin” that enhances the operational modules within Dynamics GP that helps recognize opportunities for greater profitability. Who is the ideal SalesPad Desktop candidate? A company that SELLS stuff. It’s that simple. If you are in the distribution and manufacturing industry SalesPad Desktop can be there for you as your operational ERP. Leave Dynamics GP for the accountants. SalesPad will […]
How to Set-Up Human Resources Accruals in Dynamics GP
Are you utilizing Payroll and Human Resources through Microsoft Dynamics GP?  Are you still using Payroll Vacation/Sick time for recording available hours?  It is time to get away from this functionality and use Human Resources to its fullest capabilities. First, go to Microsoft Dynamics GP Button | Tools | Setup | Human Resources | Attendance | Setup Choose Accrue Type of Human Resources.  This will enable the options below.  If you select to Allow entry of attendance type and reason in Payroll, a window will open in the Payroll Transaction Entry when entering a Pay Code related to Vacation/Sick/Holiday/etc. and prompt you to enter a Reason and Type. Next, set the Current Year and Last Day Accrued.  If you are using the Payroll Accrue option currently, enter the date of the last time the accrual process ran.  If you are just starting out with accruals it is best to enter […]
[Video] Deliver Projects on Time and within Budget with Project Online & SharePoint
  If you are spending more time updating deadlines and task assignments than working on deliverables, it’s time to upgrade to Microsoft SharePoint and Project Online. In this session... Experience Project Online’s solutions for scheduling, time and task management, and resource assignments See how Project integrates with your existing Microsoft Office tools Learn best practices for when to use SharePoint vs. Project Online Explore reporting and dashboard functionalities and get creative with various views and chart options As your local Microsoft Partner, FMT Consultants can help you set up your project environment and train your team to ensure you are getting the most out of your Office 365 solution. To learn more about how Project Online and SharePoint can save you time on project planning and optimize project outcomes, please contact us by filling out the form below.
2017 Mid-Year Sales Tax Changes
Repost from Avalara Dealing with change is standard operating procedure for many companies: employees leave and are hired; new products are introduced and old ones phased out; there are booms, and there are busts. On top of all that, companies need to account for sales and use tax changes. Significant changes in rates, regulations, and product taxability often take effect July 1, which is the start of a new fiscal year in all but a few states. At the end of 2016, we shared many of the sales tax changes set to occur January 1, 2017. These included state sales tax rate changes in California and New Jersey, the expansion of sales tax to certain services in North Carolina, the prohibition of taxing more services in Missouri, and a bevy of recently enacted soda taxes and tampon tax exemptions. At mid-year, we’re seeing a few propositions that signify a dramatic […]
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