Technology Solutions & IT News Blog | FMT Consultants

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 new Salesforce consulting and implementation expertise to a customer portfolio that includes manufacturing, distribution, life sciences, sports and services companies.  Financial terms of the agreement will not be disclosed. “FMT Consultants has spent more than two decades building a respected software implementation business around the Microsoft and NetSuite platforms,” said Eric Casazza, CEO of FMT Consultants. “With the acquisition of Red Sky Solutions, we add another compelling option for our customers by bringing on an experienced Salesforce team as an integral part of FMT. We’re excited to start working together to deliver integrated solutions to […]

Dynamics 365: Editable Grids Do you like efficiency and saving time? If you do, read on to learn more about Dynamics 365 Editable Grids. All versions prior to Dynamics CRM 2013 had no type of editable grid, if a user needed to modify any record, the record had to be opened in a new window or exported to an Excel editing function. A lot of unnecessary time spent making edits. In this blog, we’ll discuss what the Editable Grid feature is, the benefits, and how FMT can help your business unlock this functionality. The Basics An editable grid (or list) is a custom control providing inline editing capabilities on web and mobile clients. This includes the ability to group, sort, and filter data within the same grid so you don’t have to switch records or views. So, a record does not have to be opened to edit it, you can […]

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 our clients to feel equipped to address problems internally as a first line of defense. Some partners may feel that every question a client answers for himself represents a lost opportunity for revenue, but at FMT, we believe that the better our clients understand NetSuite, the greater the value they will realize from a partnership with FMT. This represents a win-win situation for both client and partner! With this philosophy in mind, this article will outline some of the best NetSuite resources available online – free of charge – and how to use them to […]

Have you ever needed to tighten security within GP so your end users cannot access your vendor’s EFT bank information?  No need for a fancy customization!  It’s all available to you within GP with Field Level Security.  In just a few steps, you can setup security to the EFT Bank button on the Vendor Address Maintenance window so when a user clicks on the button they will be prompted with a pop-up window to enter a password.    The user will not be able to proceed to the vendor’s EFT Bank information until they enter the correct password:   Here are the steps for setting this functionality up:   Navigate to Administration > Setup > System > Field Level Security Click on Add Enter a Field Security ID and Description. The Product information will be blank when you initially set up this window. Click on the lookup next to Product […]

Your customers are relying on your service to help them work through their daily woes and the Dynamics 365 CRM Service Module can help you do just that! In this blog, we’ll discuss various Out of Box features and many benefits of the Service Module. FMT can help your business unlock this functionality and much, much more. The CRM Service Module in D365 enables you to accept an incoming customer request on a Case (or incident), manage these in queues or views, and track all communications with your customer. Automatic Case Creation When an email is received by the designated Service Email Account, the system automatically creates a new Case, and with a simple extension, we can assign it to a Queue and even send automatic responses to the customer! Including situations where the customer is unknown in CRM, we are easily able to configure the system to create the […]

Here at FMT, we get 2-3 calls a week from companies in the middle of their phase one of NetSuite implementation asking us for assistance. The calls usually go the same way: “We burned through 70% of our budget, only completed 15% of the implementation”, or “we selected the wrong implementation team”. NetSuite is a powerful ERP platform that can help transform your business but if you don’t select the right implementation partner, chances are, you will be one of those weekly calls. In this blog, we will go over the top 6 criteria to consider before deciding on your next NetSuite trusted partner. Vertical Expertise & Reference FMT specializes in wholesale distribution and manufacturing and has the NetSuite references to prove it. If the partner you’re speaking to does not understand your business, how can they help you be successful? If they don’t have happy clients willing to share their […]

Guess what? When your primary items are depleted whether fulfilling a sales order or picking during BOM assembly, there is a quick and easy way to setup alternate items and use them in place as needed. This GP item substitution process will save time and money consistently by not having to delay your production workers' duties you get the original item in stock and also not risking having to make your customers wait a long time to get a product out the door to them. The first thing to do is to go into Item Maintenance and enter your primary item no that you need to add an alternate for. Next click on the Go To icon and select Alternate Items. Then you would enter the alternate item that it could be substituted with. This will allow you to select the substitute item during Sales Order entry when your primary […]

You might be wondering: Is your organization getting enough out of its CRM system? There are a couple reoccurring themes that we as FMT Consultants often encounter when working with our customers in moving Dynamics CRM On-Premise to D365. If you are considering the move for your CRM environment, you might want to pay attention to some of these factors as they are real opportunities for you to effectively modernize your business processes: 1. Customizations From Custom Entities to Workflows to Plugins to ISVs to XRM, chances are, you’ve got some level of customization going on in your CRM system. As long as you have CRM 2013 or later, cross your fingers, you’ll be able to upgrade customizations without issue: Version compatibility Solutions exported from an earlier version of Dynamics 365 can be imported into later versions as shown in the following chart. Upgrading without issue, unfortunately, is oftentimes not […]

Implementing a new Dynamics GP environment or migrating an existing GP to new servers it's not an easy task. So I think it's safe to say, we've all encountered our fair share of complications when doing so. In this blog, we will go over a GP Login Error of not being able to login with SQL sa credentials, and exactly how to resolve it. We will start with an overall understanding of the GP Login Error by visiting Microsoft Support and reviewing the following suggestions: Confirm password information for sa. Check Data Source configuration for GP client (ODBC). Check versioning for GP. If a service pack is available, consider installing it. Review permissions for the smDex_Max_Char stored procedure. To put this in practice, we took an example of a recent case, where a client was migrating databases associated with GP to a new SQL server. After the databases were migrated, the system administrator was […]

With the new Dynamics 365 July 2017 9.0 Update, Microsoft has rolled out several exciting new features and enhancement for CRM. In this article, we will review 3 of these features which can improve you Dynamics CRM: Unified Client Interface, LinkedIn Sales Navigator, and the Multiselect Option Set. 1. Dynamics 365 Unified Client Interface With the new Unified Client interface, users will be able to have a single experience across all different UI’s like Web, Mobile, Outlook & Tablet! This UCI will be rolled out first to the Business Edition & later on for the enterprise Edition! The idea behind this is that the era of web vs. mobile is over and now the UI will adapt to the screen in use. You will also have the same customization options in each. Content will be presented in a way that will reflow into different states of the control as the space available to it […]

If you’re a NetSuite user or know much about NetSuite, you are probably aware that the software’s largest and most compelling feature is the single database model that is accessible by all users from anywhere in the world (as long as you have an internet connection). This means you can utilize the power of saved searches to retrieve updated information about any record at any time! This article will explain what saved searches are, what they can be used for and how you can use them more effectively and instantly become more efficient. What are Saved Searches? Saved searches are reusable search definitions that can have many advanced filters and display options for the results. Keep in mind that each time a saved search is run, the search will query the database and return current information. If data is being changed that might affect your search results, you will notice […]

Today, many businesses are becoming more comfortable considering cloud services to host critical business applications as opposed to the traditional on-premise implementations which were quickly proven to come with an increased cost. Microsoft SharePoint Online, a component of Microsoft’s Office 365 cloud business solution, offers best of breed features for any organization looking to improve team collaboration and secure information sharing. Microsoft has invested many resources to continually improve its cloud services delivery around the SharePoint platform allowing Office 365 to become the most mature and popular cloud service on the market. Let’s assume you have just made the decision on SharePoint Cloud Migration. Congratulations!  The initial step of exploring and familiarizing yourself with the newest features of SharePoint Online should have been the first step for you.  By doing this upfront research, your business can position itself to take full advantage of newer or unfamiliar SharePoint functionality when working […]