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Using Sensitivity Labels for Teams, Microsoft 365, and SharePoint
Today, we must be able to collaborate with coworkers, partners, and customers no matter where we are — and the data we access through various services and devices should be properly protected. Sensitivity labels are one way to do so: they protect and classify information as private, public, or sensitive to keep your data secure.  A sensitivity label in its simplest form is a level of security applied to your content and containers such as: SharePoint sites Microsoft 365 groups Microsoft Teams sites Note: Sensitivity labels for containers can be enabled through PowerShell. PowerShell will need to be run as an administrator and have a global admin account. Check out How to enable sensitivity labels for containers and synchronize labels in Microsoft documentation for further information. To create a sensitivity label, visit your tenant’s Office 365 Security & Compliance Center from the Microsoft 365 admin center. Locate the Sensitivity Label […]
How to Request Your NetSuite Release Preview Account
NetSuite has announced they will begin providing customers with access to Release 2020.2. Like usual, upgrades to Release 2020.2 will take place over the next three months, from mid-August through mid-October. But something has changed! As of this week (July 27, 2020), you can request a NetSuite Release Preview Account – at no additional cost – to prepare for Release 2020.2. We suggest you take advantage of this! You can start to familiarize yourself with new features ahead of time and also verify that your business workflows will continue to perform properly in the new version. How do you request one? Have your NetSuite Admin go to Setup > Company > Release Preview. From there, click Request Release Preview. Your Admin will receive an email when your Release Preview Account is ready to use, typically within 3 – 5 days. Check your dashboard. The following 2020.2 Release information will be […]
Azure AD Connect – Take Action!
What is it? Azure AD Connect is a Microsoft identity tool used by organizations with on-premise Active Directory infrastructure and Microsoft 365 environments. It makes sure that identity data such as passwords and user accounts are in sync – which generally improves your productivity all around! Your organization may be using this in a situation commonly referred to as a ‘hybrid model.' If you are in a hybrid model and have Azure AD Connect installed as an in-between, this software is critical to keep both on-premise and Microsoft 365 linked together . . . oftentimes going unnoticed until something goes wrong and suddenly your password for Outlook is no longer accepted by your laptop to sign-in or you keep having to remember two separate passwords for what is supposed to be one unified ecosystem. What a pain . . . has this happened to you? What do you have to […]
Are You Using Contract Billing in Dynamics GP?
Are you familiar with the amazing functionality for Contract Billing that is hidden inside Microsoft Dynamics GP and within the Field Service module? This functionality allows you to easily manage contracts with your customers with the ability to enter multiple lines of detail with item numbers whether it’s inventoried or a service type. One of the many benefits of this module is its capability to quickly generate multiple invoices from multiple contracts as well as perform revenue recognition to move dollars out of Deferred accrual account and into actual Revenue account. As actual transactions are processed, the billing schedules and revenue recognition schedules are updated to show the current status of your contracts. The image below shows the screen in which general contract information is entered. The key fields are the contract start date, number of periods, the billing frequency, and the day of the month to bill. You can also […]
MFA, is it enough?
For as long as I can remember, "username and password” were a fundamental combo to everything in your digital life. You had a username for work, school, even your bank account. Simple passwords became complex passwords as security grew – but that only led to password reuse across platforms typically stored in plain text in your ‘passwords.xls’ file or worse, a ‘sticky’ on your monitor.  Over the last twenty years we’ve watched news headlines report security breaches at the places we expected to have the highest levels of security; however, they had cracks in their armor. The breaches became so abundant sites like www.haveibeenpwned.com were built to give you the ability to check if you’ve been compromised. To improve upon complex passwords, two-factor authentication (2FA) and multi-factor authentication (MFA) came about with promise of higher levels of security. But is that enough? A brief history: Two-factor and Multi-factor authentication have […]
FMT is Recognized in Bob Scott’s Top 100 VARs for 2020
The list of Bob Scott’s Top 100 VARs for 2020 has been released, and we are happy to be included again! The leading resellers are chosen each year from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and accounting software. “We’re proud to make Bob Scott’s Top 100 VARs for 2020 for our work over the last year,” states FMT CEO Eric Casazza. “It’s good to see so many companies continuing to do well and willing to participate, and it’s better to see that FMT continues to grow and that we remain in the top 50 nation-wide.” “Looking forward, expertise across our core technology platforms – Microsoft, Oracle NetSuite, and Salesforce – places us in a unique position for continued growth as we help each client identify the best possible solution for their business.” We remain dedicated to our existing customers and look forward to enabling […]
5 Microsoft Teams Features We Love
Some of us have been using Microsoft Teams since its inception in 2017. Some started this year. Regardless, it is clear that the ease of collaboration and visibility afforded by Teams have secured this platform a rank at the top of the modern business tech stack. Forrester found that executives and decision makers improve their time-to-decision by 17.7% with Teams. Plus, with 75 million daily active users, Microsoft has voiced its commitment to continually improving the feature-rich platform.   Features we currently love “Blur my background” has always been handy, but now Microsoft has made it even easier to add your own custom background. In Background settings, where you would go to blur a background or choose one of the provided landscapes, select “Add new” to upload your own .JPG, .PNG, or .BMP file.   Double click any chat in your chat list to pop out a separate window for that […]
Top 10 Features of NetSuite 2020.1 Release
The NetSuite 2020.1 release ushered in an impressive list of new features and enhancements to existing. The list is long, but we’ve highlighted ten features worth knowing below.   Banking NetSuite 2020.1 has vastly improved banking integration. It is now easy to configure a direct connection to your bank and pull statements in real-time, making reconciliation a breeze! This feature works out of the box with most major U.S. and Canadian banks. (A custom plug-in is needed for banks in other countries.)   Users with multi-subsidiary customer and vendor accounts can assign a primary bank to each subsidiary. This allows for greater control and segmentation.   Inventory Management Supply allocation enhancements make NetSuite an excellent tool for high volume and bulk shipping organizations. Users can easily control inventory allocations from Purchase Order to Sales Order to Fulfillment. A new dashboard allows you to control and redirect inventory across your entire […]
Business Central and Auditing Changes
Auditing changes in Microsoft’s Dynamics 365 Business Central, like with any ERP, is fundamental to ensuring compliance. In this blog, we’ll take a look at the differences between the 2 tools that you can use to audit changes in Business Central.   The first is native functionality, and the other is an app that you can add-on.  By the end, you’ll have a solid idea of how these options can help you audit changes in your ERP.  Let’s jump in! Business Central Change Log The Change Log functionality is built-in to Business Central.  It’ very simple to setup and get going in it.  Putting you’re controls in place quickly. The Change Log can track changes when a value is inserted, modified or deleted from a field. It also provides a nice viewable log with the user id, date/timestamp, before and after values as well being exportable to excel. The actual process […]
Payroll Year-End Update Simplified
Wondering how to prepare the Dynamics GP Payroll module for 2020? First, apply the Payroll Year-End Update provided by Microsoft, complete your Payroll Year-End Closing procedures, and then install the payroll tax update for 2020.  It sounds fairly simple, right?  You might be just a bit nervous because ultimately we’re touching a sensitive part of the system, employees’ money.  Have no fear, FMT is here to help. I’m going to provide the basic instructions and links to all the information you need to complete the Payroll Year-End update successfully.  Let’s start with where to get the Payroll Year-End Update.    Find your version of Dynamics GP below   If you are using Microsoft Dynamics GP 2018, find the U.S. Payroll Year-End Update Here If you are using Microsoft Dynamics GP 2016, find the U.S. Payroll Year-End Update Here If you are using Microsoft Dynamics GP 2015, find the U.S. Payroll Year-End Update […]
Salesforce Releases New Manufacturing Cloud
For manufacturers, with all the moving parts of the business it's crucial to have visibility across the organization.  This isn’t always easy.  With all the software solutions used to run the business today, it’s even harder.  But Salesforce has not only heard the need, they’re addressing it.   In the last month, Salesforce.com has enhanced it’s functionality and focus for Manufacturing Customers.  They’re calling it, wait for it, Manufacturing Cloud.    And we’re pretty excited about it!   With 20+ years of manufacturing experience implementing and optimizing ERP’s and CRM’s, like Salesforce.com, we understand the pains manufacturers work through on a daily basis.    Manufacturing Cloud will make it easier than ever to cure those pains and bring key functions of the business together to accelerate business and profitability.   Why Manufacturing Cloud?   Some key functions within Manufacturing Cloud from Salesforce.com are:   Sales Agreements/Forecasting Contract Management Price Management […]
Best Practices for Collecting Leads at Events and Nurturing Them
When your organization attends multiple events per year, capturing leads and entering them into your CRM can be time-consuming and inefficient. Sometimes, it takes weeks for your leads to receive follow-ups and nurturing emails from you. Here comes Pardot, a powerful marketing automation software that integrates with Salesforce. Pardot offers capabilities such as forms and engagement program to help your organization to collect leads and nurture them efficiently and effectively. We came up with a scenario where an organization can best utilize Pardot.   Pardot helps Higher Ed reduce administrative work and expedite prospect follow-ups An Oregon university focuses a lot of their recruitment efforts at college recruitment fairs. Their process was simple. Representatives will hand a pen and piece of paper to interested applicants for their contact information. The admissions counselors would receive a stack of paper with the applicants' information for follow-up. While each student eventually received an […]
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