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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 […]
Creating Powerful Reports Real-Time in NetSuite
Server crashes. Excel spreadsheets. Manually aggregated data. Human errors. Disparate systems. These are just a few struggles that exist with reporting today. Here comes, NetSuite. NetSuite provides a modern reporting experience that isn’t just quick and accurate; it’s easy and can be automated too. Whether you’re looking for at-a-glance Executive Financials or in-depth forecasting of Item Demand, NetSuite has you covered. It offers the power of built-in, real-time dashboards, reporting and analysis across all the integrated processes within the software suite. Let’s take a quick tour of what capabilities NetSuite has.   Dashboards and KPIs NetSuite’s dashboards and reporting capabilities allow you to monitor, report and analyze your organization's performance real-time. Every stakeholder from executives to department managers has access to personalized reports with the information they need to make decisions. Best of all? They’re easily configurable, customizable and can be displayed in 19 languages including Chinese, Japanese, French, German […]
Microsoft Teams Is Becoming More Powerful with Power BI
Microsoft Teams provides several options for integrating popular services into tabs. One of these is a Power BI report tab. You can add a report from any workspace that you own or is shared with you as a tab on your team channel. This is awesome! We will show you how to start using this powerful function by adding the Power BI tab to Teams.   How to Add Power BI Report Tab to Microsoft Teams You can add a Power BI report tab in Teams by simply adding a tab in a channel or chat. Click here to learn more. At FMT Consultants, we took a different route since Power BI did not offer this capability previously. We needed to take it a step further and allow for some configuration of the report before adding it. Our requirement was to embed the report into a tab using user-specified criteria […]
How Can Microsoft Help Your HR Team?
The onboarding and offboarding of employees is often complex and involves manual processes. It may require dependencies on external teams or even applications to complete. Typically, Human Resources department (HR) will interact with the IT department on an ad-hoc basis to either request application provisioning or de-provisioning. All this interaction requires time and resources, which can slow down the new employee onboarding process. There is a possibility of idle time for the new employees as they wait for access to applications. On the flip side, as an employee offboards, this same interaction creates a security risk in the form of prolonged access to applications for former employees as well as the account possibly being compromised. Is there a way to optimize HR processes?   Single Sign-On (SSO) Microsoft entered the Cloud landscape back in 2008 with Microsoft Azure, providing the world new resources. One of them is a service called […]
How to Deal with eConnect Exceptions for Bank Transactions Integration in Dynamics GP
In this blog post, we are going to discuss how to deal with eConnect primary key exceptions. Let’s say there is a company called Fabrikam Inc. and they provided the data for Dynamics GP. We are going to leverage eConnect to integrate Bank Transactions into Dynamics GP.   The eConnect Primary Key Exception When I try to integrate Bank Transactions into Dynamics GP, the eConnect throws an exception and the following message shows up "Violation of PRIMARY KEY constraint 'PKCM20100'. Cannot insert duplicate key in object 'dbo.CM20100'." This Primary Key error is thrown by the SQL Server whenever I tried to insert duplicate key values into the table. The primary key for the table dbo.CM20100 is a combination of two fields CMDNUMWK and VOIDED. Take a look at the screenshot below to view the schema of dbo.CM20100 table and highlighted the primary key.     The Data Issue I analyzed […]
The SharePoint Records Center and How to Get Started
The SharePoint Records Center solution addresses many diverse requirements for organizations with identified content retention and compliance policies. The Records Center's purpose is to serve as a central repository where you can store and manage confidential documents. It supports the entire records management process, from records collection through records management to records disposition through a solution, combining rules and workflows with archive records repositories. Today, we will go over the key features of the SharePoint Records Center and learn how to get it started.   Features of the Record Center • Record Routing: The Records Center includes a Content Organizer that can automatically route incoming records (whether submitted automatically or manually) to their proper location, based on their record type. Content Organizer is enabled as a site feature which helps in automatically routing the incoming records to their destination. • Auditing: This feature logs events and operations that are performed […]
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