a 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. CRM, Microsoft Dynamics, Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales

    Dynamics 365: 2019 release wave 2 plan

    The release plan (formerly release notes) for the 2019 release wave 2 describes all new features releasing from October 2019 through March 2020 for Dynamics 365. You can either browse the release notes online or download the document as a PDF file.   New for wave 2: The Power Platform (PowerApps, Microsoft Flow, and Power…

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  2. Bob Scotts Top 100 VARs 2019 Image
    News

    FMT Named to the Bob Scott’s Top 100 VARs for 2019

    FMT Consultants has been named to the Bob Scott’s Top 100 VARs for 2019. The Top 100 resellers are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and accounting software. “We want to congratulate this year’s class of Bob Scott’s Top 100 VARs,” said Bob Scott, executive editor of…

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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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