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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 and […]
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 eConnect business […]
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 […]
Lightning is Coming This October – What Does This Mean?
You have probably received emails from Salesforce telling you that in October with the Winter 2020 release, Lightning will be turned on. What does this mean for your organization? We answered some of the most frequently asked questions for you and also discuss how Lightning’s features can help your organization become more productive. Question #1. I’ve seen them, but what does that mean? Right now, if you are in Salesforce “classic,” you would have to click ‘Setup’ and flip a few switches to turn on Lightning. Keep in mind, those switches are going to be set to “On” this coming October. Question #2. How does that impact me? Well, it means that users who have the permissions to use Lightning will be able to switch back and forth between the two user interfaces. Question #3. So that doesn’t mean everyone will automatically be in Lightning and we won’t have Classic […]
What's inside Modern Team Sites for End Users?
Modern Team Site is brand-new user experience. It's more than just a fresh look, it's designed from the ground up to work on mobile devices, and it addresses dozens of nagging usability issues. Modern Team sites are available to use in Office 365 and work seamlessly with Mobile apps also. In this article, we will discuss some of the key features of Modern Team Sites.   What Are Modern Team Sites? Before we start, let's talk about what Modern Team Sites are. Released in 2016, Modern Team Sites is composed of pages, lists, libraries, and team news, thanks to integration with Office 365 Groups, allowing users to collaborate and communicate with others. According to Microsoft, "when you create a modern team site in SharePoint Online, it automatically creates the O365 group, group email address, and ability to identify whether this site will contain sensitive data (privacy) and more new features. […]
Skype for Business Online Retirement Announcement
On July 30, 2019, Microsoft announced July 31, 2021 will mark the official retirement of Skype for Business Online at which time access to and support for the service will end.   This news reflects Microsoft’s focused investment in Microsoft Teams, expanding on capabilities in Skype for Business Online by bringing together calling, chat, meetings, and Office 365 and third-party productivity apps in a single, intelligent hub. The richer functionality of Microsoft Teams enables organizations to move faster and collaborate more efficiently and replaces Skype for Business Online as the core communications client for Office 365.   With the focus of helping customers transition from Skype for Business Online to Teams, as of September 1, 2019, no new tenants will be on-boarded to Skype for Business Online. Customers actively using Skype for Business Online will still be able to add new users to their tenant. While many organizations across the […]
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