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[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 […]
Strengthen your Security Posture with Microsoft 365 Secure Score
Editor's Note: This blog was originally published in July 2017. Content was updated in July 2020.  Do you use any of the myriad of services offered by Microsoft 365? If you do, then you should know about Microsoft Secure Score. Secure Score analyzes your Microsoft 365 environment to help articulate your current security posture and provides actionable steps needed to strengthen and improve your Microsoft Cloud Security. After companies deploy Microsoft 365 services, there is commonly a lull or period of administrative inactivity. Maybe the IT team is satisfied with a job well done after a successful implementation or they might be buried in day-to-day workloads, leaving security behind.  Although Microsoft 365 offers much better overall security than most on-premise deployments of email systems or other cloud-based email providers (Gmail), for example, it does not mean that the job is done on a security front. There are still safety configurations […]
Multi-Database Dynamic View for SSRS
If you are one of those companies that have over 50 Microsoft Dynamics GP databases and would like to have an SSRS report that will dynamically loop into each, then this is the blog for you. I had a request from a client to create an SSRS report for all vendors on all Dynamics GP databases (over a 100) and for it to be dynamically created because more companies will be added in the future. With that many databases and the possibility to add more, creating a view with unions was not an option, so a loop needed to be created instead. Since all databases for Dynamics GP are registered on Dynamics database that was the logical option for the stored procedure to reside. USE [DYNAMICS] GO I used 2 parameters to filter on the check date. CREATE PROCEDURE [dbo].[spFMT_VendorsAllCompanies] ( @StartDate DATETIME = NULL, @EndDate DATETIME = NULL ) […]
How To Read Various Objects Using SharePoint Online Client Side Object Model (CSOM)
SharePoint developers have been using server side object model up until the latest release of SharePoint on premise but that approach does not work with Office 365 based SharePoint online. For C# developers Microsoft introduced .NET based API for reading and writing data to SharePoint. Developers may use Client Side Object Model to integrate SharePoint with other systems like ERP or CRM. CSOM can be used to build custom apps on top of SharePoint online. In this blog, we are just going to focus on reading various high-level objects in SharePoint Online. SharePoint Client Side Object Model (CSOM) allows developers to retrieve, update and manage data in SharePoint Online. SharePoint Online makes the CSOM available in several forms. .NET Framework redistributable assemblies Javascript library REST/OData endpoints Windows Phone assemblies Silverlight redistributable assemblies In this blog post, we will focus on .NET framework based approach of reading data from SharePoint. SharePoint […]
[Video] Connect Customers and Their Information with CRM + SharePoint
Are your customer documents (quotes, contracts, etc.) associated with the correct customer and easily accessible from within their account record in CRM? If it takes your sales team more than a few clicks to find accurate customer information, you can streamline your process and improve sales performance with the powerful combination of Microsoft Dynamics 365 (CRM) and SharePoint. In this video… Discover how you can store and manage documents in SharePoint—providing external users access to collaborate on the documents  View documents within the context of a record in Microsoft Dynamics 365  Explore rich features such as enterprise search, custom folder hierarchy, and auto site provisioning. As your local Microsoft Partner, FMT Consultants can help you combine the customer management capabilities in CRM and the information management capacity of SharePoint. You’ll gain a complete view of your customers and their business documents, without having to jump between systems.
Dynamics GP: Top 3 SmartLists You Should Create to Monitor Your Chart of Accounts
SmartList is one of my favorite tools in Dynamics GP. It is easy to use and very powerful. Best of all, it exports to Excel beautifully with just a click of a button. SmartList is great for any Ad-Hoc reporting and data analysis. Dynamics GP already organizes the different Smartlists in each of the module folders and sub-folders. This makes it even easier to use. You can also customize a Smartlist and save it as your favorite or reminder. Today, I’m going to show you how to make three very useful Smartlists in the Financial Module to help monitor your Chart of Accounts. Balance Sheet Account with the Wrong Posting Type   This SmartList will help you catch any Balance Sheet account with Profit and Loss as the posting type. Before you run your year-end close process, make sure you check this Smartlist and fix any mistakes you might find. […]
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