Technology Solutions & IT News Blog | FMT Consultants
 

Tracking and Reporting Projects using Office 365 and Project Online

Did you know Office 365’s tools can make your PMO run more efficiently?

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  1. Microsoft Flow Replacing Designer Workflows
    SharePoint

    Microsoft Flow a replacement for Designer Workflows

    In this article, we will go over understanding, pros and cons as well as flow fundamentals of Microsoft Flow. Microsoft announced the release of Flow – a new productivity app specific to SharePoint Online – that allows users to create cross application workflows. Since Microsoft introduced the Workflow Manager in SharePoint 2013, there has not…

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  2. D365 Outlook App Fixes for Lead Form Layout Business rule and Java
    CRM, Microsoft Dynamics 365 for Sales

    Dynamics 365 Outlook App Fixes: Lead Form Layout | Business Rule | JavaScript Function

    Every time we do a CRM implementation or migration, there is always a chance we’ll run into errors or roadblocks. In this blog, we will go over two issues we encountered using Dynamics 365 Outlook App for Microsoft Dynamics 365 for Sales 8.2 and how we overcame them:   Modify a Lead Form Layout Add…

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  3. D365 Business Central will be a Leading Cloud ERP Software Sales_FMT consultants
    ERP, Microsoft Dynamics 365

    D365 Business Central will be a Leading Cloud ERP Software Sales in Mid-Tier Market for Many Years, and Microsoft hasn’t even told you that yet!

    I’ve been a part of the Microsoft ERP community for over 20 years and the title of my blog is a pretty remarkable statement. Why? Microsoft has made some pretty remarkable decisions in the past year to make this happen! You have to go back in time to 2001 and 2002 when Microsoft acquired both…

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  4. How to rename Business Process Flow stages in Microsoft Dynamics_FMT Consultants
    CRM, Microsoft Dynamics, Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales

    How to rename Business Process Flow stages in Microsoft Dynamics without disconnecting your sales pipeline

    I think we can all agree that every customer has their own unique business processes. If you are running Microsoft Dynamics CRM 2016, Dynamics 365 v8.2 or Dynamics 365 v9.0, the pre-defined stages available within the Business Process Flow (BPF) might not suffice. So in this blog post, I will go over customizing BPF stages…

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  5. Microsoft Communication Tools
    Office 365

    Microsoft 365 Teams, Skype, Outlook, Yammer, Groups – Oh My!

    How do you find the right blend of applications to communicate and collaborate using Microsoft Office 365? Microsoft has been busy at work building out and delivering new functionality in Teams, their self-proclaimed “hub for teamwork.” Have you checked out Microsoft Teams? Perhaps your company is curious about adopting it? At FMT, we’ve heard a…

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  6. SMB TechFest FMT Consultants
    CRM, ERP, IT, Office 365

    SMB TechFest Spotlight – FMT Consultants

    Technology choices matter. Applying new technology tools, or revising existing ones, requires a significant effort and sustained commitment to transformation. All, while continuing to run a business at top speed. Whether you work in operations, finance, IT… or all of those (and more), creating lasting value takes real work from people committed to building better…

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  7. Top100Reseller FMT Consultants
    News

    FMT Consultants Named Top 100 Reseller by Bob Scott Insights

    Carlsbad IT consulting company recognized as one of Bob Scott’s Insights Top 100 VAR’s for 2018. Carlsbad, CA, July 9, 2018 — Today, FMT Consultants announced that it has been named to the Bob Scott’s Insights Top 100 VARs for 2018. The Top 100 resellers are chosen from organizations specializing in the sale and implementation of…

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  8. Extender-Record-GP
    Microsoft Dynamics GP

    Creating Extender Records automatically using Extender Actions

    We all know how to create an Extender window and track additional information. Recently there was a customer request to track the Revision Level whenever an item is purchased. In order to track the Revision Level, an Extender window has been created and linked with the Purchase Order Detail Entry window as shown below. During…

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  9. Integrate fixed assets from an Excel spreadsheet into Dynamics using SmartConnect
    Microsoft Dynamics GP

    Using SmartConnect Customization to capture Dynamics GP Fixed Asset ID with GP Rolling Column

    Recently, I had a client that needed to integrate fixed assets from an Excel spreadsheet into Dynamics using SmartConnect. When building the integration, I encountered an issue with using a GP Rolling Column for the Fixed Asset ID; SmartConnect does not include the native capability to capture the next Fixed Asset ID with their GP…

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  10. Microsoft continues to develop Office 365 features and expand capabilities to meet business desires
    Office 365

    Feature update on Group Conversations in Outlook

    As a collaborative tool, Office 365 has a feature called Office 365 Groups to collect resources to share with group members. Office 365 Groups allows the option to consolidate conversations, calendar items, files, and tasks. The feature integrates with existing Microsoft products like Outlook, Yammer, Teams, SharePoint, and Planner. When a user is part of…

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  11. Buyer 2.0 won’t wait for you. They are probably tweeting your competition right now for pricing or configuration information.
    CRM

    Buyer 2.0 part three: Where the Rubber Meets the Road

    This is the third part of a three part deep dive guest post about Buyer 2.0 written by Darren Stordahl Continued from Buyer 2.0 part two: From Flat to Fantastic! Connecting these two potentially disparate discussions can help correct fractures in a modern engagement funnel and increase the relevance of experienced analog sales-people in a…

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  12. create new companies with existing setups in GP
    Microsoft Dynamics GP

    Create new companies with existing setups in Dynamics GP using clear data

    Creating new companies in GP and copying the set-up on an existing company into them, is frequent request consultants usually get. In this blog, we will go over how to create a new company with the setup of a current company with the same chart of accounts using data  The traditional method for creating new…

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