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. What is a Sales Funnel Image
    CRM, Salesforce

    What Is a Sales Funnel (and How Is It Changing)?

    The sales funnel metaphor is somewhat misleading; in real life, the process never goes as smoothly as liquid down a funnel. In the last decade, digital marketing, artificial intelligence (AI), and CRM have drastically changed the process of converting new leads into customers. Given this, it’s increasingly important that business-to-business (B2B) sales and marketing teams…

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  2. Best practices for organizing Teams Image
    IT, Office 365

    Best Practices for Organizing Teams

    In our day-to-day business lives, I think we could all enjoy the ability to make decisions more quickly!
    To do that, you need to eliminate organizational roadblocks such as analysis paralysis and disjointed workspace and create a modern and digital workspace that supports and fosters discussion and collaboration.
    Read more to learn how FMT Consultants is utilizing technology to align with Microsoft’s digital transformation both internally and for our clients in order to achieve faster decision making and growth from our very own Director of Consulting Services Zach Saltzman.

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  3. SharePoint Online Document Management Best Practices image
    SharePoint

    SharePoint Online Document Management Best Practices

    Once upon a time, document storage seemed logical and simple… Especially, when you create your own methods by which you store and archive your files—not really. Everything made perfect sense because you operated in your own world—so untrue. You knew exactly where you put things every time, on the dime—when did this ever happen? Well,…

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  4. Migrating from Dynamics GP to D365 Business Central Image
    ERP, Microsoft Dynamics 365, Microsoft Dynamics GP

    Migrating from Dynamics GP to D365 Business Central

    So you want to take your business to the cloud. Dynamics GP has been great. It’s comfortable, it’s widely used and supported across North America, but let’s face it…it could use some updates to take advantage of newer technologies offered by other systems. Moving to a more modern platform can provide many advantages to an…

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  5. Marketing Trends for B2B Marketers Image
    CRM, Microsoft Dynamics 365 for Sales, Salesforce

    Marketing Trends for B2B Marketers

    Today’s B2B marketer has a plethora of marketing tools to leverage, and nowhere is data and technology more prevalent than in B2B marketing. Let’s go through four B2B marketing trends poised to have the greatest impact through the remainder of the year and on.   An Omnichannel Experience We’ve heard multi-channel marketing thrown around for…

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  6. Dynamics-365-Business-Central-–-Reporting-with-Dimensions-Image
    ERP, Microsoft Dynamics 365

    Dynamics 365 Business Central – Reporting with Dimensions

    Using global and shortcut dimensions in Dynamics 365 Business Central provides much flexibility for reporting options.  One limitation, which isn’t much of a limitation, is that you can only filter on up to four dimensions.  However, building the report to use up to four dimensions takes a few steps in order to properly report on…

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  7. D365BC Configuration Package Challenges Image
    Microsoft Dynamics 365

    D365 Business Central Configuration Package Challenges – Sales Orders Error

    I recently had a D365 Business Central client that whenever she attempted to ship and invoice specific sales orders, she would receive an error message “The record in table Sales Invoice Header already exists” – see screenshot below. She was able to ship and invoice other sales orders without issue. However, certain sales orders would…

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  8. Tips For Year End Closing Image
    Microsoft Dynamics GP

    Tips for Year End Closing in Microsoft Dynamics GP

    Closing out the year in Dynamics GP requires a very specific set of actions to complete. Please refer to the Period and Year-End Best Practices for more details from our Dynamics GP 2018 Period-End & Year-End Closing Manual.   So in this blog, we’ll go over general tips for all year-end closings as well as…

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  9. GP migration webinar image
    ERP, Microsoft Dynamics, Microsoft Dynamics GP

    Moving from GP to the Cloud

      Learn how moving to a cloud-based Enterprise Resource Planning (ERP) will improve your company’s ability to overcome challenges and transform your business for long-term success.   In this session, you’ll learn …     Why you need to move off GP     What happens if you don’t move     5 Ways moving…

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  10. 4 Key Features of Salesforce Lightning
    CRM, Salesforce

    4 Key Features of Saleforce Lightning

    It has been a few years since Salesforce launched Lightning Experience. Lightning is Salesforce’s latest component-based framework developed for users with less programming experience. It is designed to maximize sales rep. productivity, complete with analytics and in-line intelligence that will drive sales precision. Since the launch, Salesforce has been encouraging its customers to migrate from…

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  11. 5 Ideas to Drive Sales Through Marketing Automation and Microsoft Dynamics 365
    CRM, Microsoft Dynamics 365 for Sales

    5 Ideas to Drive Sales Through Marketing Automation and Microsoft Dynamics 365

    Marketing automation – the name really doesn’t do the technology justice. While it’s true that a marketing automation platform can help you automate marketing campaigns, these robust systems are capable of so much more and benefit many areas within an organization outside of marketing. Sales is one such beneficiary, particularly when marketing automation is paired…

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  12. 4_CRM_trends_blog_fmt_consultants
    CRM

    4 Trends that Are Transforming CRM in 2019

    As the number of businesses using Customer Relationship Management (CRM) systems increases, the market becomes more competitive. Understanding and adopting the latest trends in CRM is crucial to stay ahead. Big players like Salesforce and Microsoft in the CRM scene are constantly researching and improving their solutions, which helps you and your business. On top…

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