Technology Solutions & IT News Blog | FMT Consultants

Are you a small business owner who needs sales force automation, but are not sure how to get started? Maybe you experimented with the Dynamics CRM Online Free Trial, but realized you need some help understanding the basics of CRM and applying them to your organization’s needs? Well now you have affordable packages available to you. FMT Consultants, a Microsoft Dynamics Gold Certified Partner, is now offering 3 Dynamics CRM Online starter packages. Each package varies in cost and services so you can choose the plan that best fits your needs and budget. The 1-Day CRM Online Starter Package The 1-Day CRM Online Starter Package includes a full day with one of our experienced CRM Consultants, they will visit you onsite and help you conquer the basics of Dynamics CRM Online. Beginning with Microsoft Dynamics CRM Online 2011 Sign-Up, a consultant will assist you as you access your new system […]

Microsoft Dynamics CRM has the ability to improve sales productivity by streamlining your sales process and empowering your sales team with fast access to useful data. Manage Work More Easily Manage customer e-mail, appointments, tasks, and contacts from a single business application Quick user adoption, working in CRM is a natural extension of Microsoft Office Outlook Improve Sales Qualification Spend time with the right leads and prospects Establish consistent follow-up process and automate sales activity with powerful system workflow Increase Sales Success Access relevant data to allow for a complete view of customers (interactions, orders, contracts, offers, relationships associated with the account) Increased visibility allows sales team to effectively offer the right product or service to the right customer at the right time Shorten sales cycle and improve win rates with lead and opportunity management, automated lead routing, sales process management, and competitor tracking Mobile Express for Microsoft Dynamics CRM […]

Previously, in Part 1 we discussed Batch Edit Lists and how they can help you, including preventing batches that get stuck because of a transaction-level error. Sometimes, however, batches stick for an entirely different reason. During posting, the bulk of the processing actually takes place on the SQL database server rather than on your workstation. But at several points in the process, the server needs to communicate back to your GP client to pass the results back and send any instructions for the next steps back to the SQL server. And then in some modules (GL in particular), a final necessary step is sending the report data back to the client to print the posting journals – and if they don’t print, it doesn’t finish posting. It’s during those back-and-forth periods that the process becomes vulnerable. If communication is interrupted, even very briefly, the posting process can fail or only partially complete. […]

Learn our top 5 reasons why Microsoft Dynamics CRM is great for marketing management! 1.    Effective Data Management - Reduce the time wasted digging through old data with Microsoft’s latest version of CRM. This software intelligently cleanses your data eliminating duplications and decreasing your cost per engagement. 2.    Reporting and Analysis Tools - Intuitive business intelligence tools built on Microsoft SQL Server and the Microsoft Office Systems allows you to manage business performance, quickly create reports, measure and forecast revenue, identify opportunities, and proactively manage service issues. Marketers can also track and record campaign performance - all inside CRM. 3.    Fully Utilize Customer Information - Provides instant access to complete customer information (including preferences, relationships, purchase history, and more) enabling your company to respond quickly to changing customer preferences, needs and emerging opportunities. 4.    List and Segmentation Tools - Deliver the right message to the right audience using intelligent list and segmentation tools to segment […]

Though every module of GP can be set to allow individual transaction posting, most users can benefit from batch posting. A batch is a group of transactions that will be posted all at once.  Once you have a certain quantity of transactions, it just isn’t feasible to post one-by-one anyway, but for consistency of process even single transactions can also be put into and posted in a batch. But if you’re using batches and not using Batch Edit Lists, you’re losing a lot of benefit.  The Batch Edit List can be printed from any module’s Batch Entry window from the printer icon on the top right of the window: The Edit List can be printed to screen or printer and checked for accuracy or error messages before the batch is posted: If you’ve ever had a transaction or batch fail mid-posting, leaving you with a stuck batch that can’t be […]

Track Your Prospects from Click to Close with FMT Consultants and ClickDimensions

CARLSBAD, CA — October 27, 2011 - FMT Consultants, LLC is pleased to announce their recent partnership with ClickDimensions, a superior marketing automation solution. By partnering with ClickDimensions, FMT can offer clients a marketing automation tool that leverages their investment in their existing Dynamics CRM system.

The San Diego Business Journal presents their 12th Annual San Diego’s Best Places to Work Awards Naming FMT Consultants Among its Finalist CARLSBAD, CA – June 8, 2011 - FMT Consultants is thrilled to be named as a finalist for the San Diego Business Journal’s 2011 Best Places to Work. This award recognizes local companies that, through a voluntary employee satisfaction survey, are ranked as being the best places to work. Topics evaluated in the satisfaction survey include: leadership direction, work environment, personal and professional growth opportunities, management practices, and community involvement. Finalists will be recognized in small, medium and large business categories during the Awards Ceremony held on Thursday, June 9th at the beautiful Paradise Point Resort & Spa. “We are proud to be included in this prestigious list,” said Scott Zimmer, President of FMT Consultants, LLC. “As an organization we have always believed that our people are our […]

New California Health Care Laundry Provider chooses FMT to implement Microsoft Dynamics GP CARLSBAD, CA - May 23, 2011 – FMT Consultants, LLC is pleased to announce Emerald Textiles™ as one of its newest client additions. Emerald Textiles chose FMT Consultants to support their business and IT systems by implementing Microsoft Dynamics GP in order to more efficiently handle key business processes. Microsoft Dynamics GP will also allow the state-of-the-art commercial heath care laundry provider to have faster and more relevant access to information using familiar Microsoft tools. Long-time FMT customer and current Emerald Textiles Controller, Brook Logan, says “I worked with FMT Consultants previously and had complete confidence that FMT could assist us with our accounting and business application needs by implementing Dynamics GP.” Emerald Textiles is the new choice for commercial healthcare linen services in California. With the most technologically advanced facility in the United States, they provide […]

Come See the Power of Productivity CARLSBAD, CA – February 7, 2011 – FMT Consultants is pleased to announce that it is teaming up with Microsoft to host a live, in-person Launch Event for Microsoft Dynamics CRM 2011 at the Microsoft San Diego offices in La Jolla (UTC) on Wednesday, March 16, 2011. "As a Microsoft Dynamics CRM partner since its initial release, back in 2003, we are excited to see Microsoft continue to make such strong strides in the CRM marketplace,” says Kevin De Pree, Executive Vice President for FMT Consultants. “This release clearly puts them ahead of the competition in both the quality of the product as well as the anticipated return on investment, especially at this low price point.” With this latest release, Microsoft Dynamics CRM 2011 has positioned itself as the market leader in Customer Relationship Management software. Dynamics CRM 2011 delivers a familiar user experience, […]

I recently worked with a client, implementing Dynamics CRM, that had a very rigid order entry process.  Due to this fact, they had developed an in-house order entry application using Silverlight.  After much deliberation, it was decided that it would be easier to re-plumb the existing LOB application and leverage the business rules built into the form as opposed to re-creating the complex business logic in the Dynamics CRM 2011 order form using JavaScript.  The client wanted to leverage the search and list functionalities of Dynamics CRM while still using the existing custom order entry form; therefor an external link was not an option.  So the task at hand was to replace the order form with the Silverlight application. Method 1 The most obvious (and supported) method to do this was to add JavaScript to the CRM order form’s order_onload event.  We accomplished this by inserting the following to the […]

Supporting your cause with affordable, versatile constituent management CARLSBAD, CA - December 13, 2010 - FMT Consultants, LLC is proud to offer Not for profits and Nongovernmental Organizations special pricing on Microsoft Dynamics CRM Online. Qualifying organizations can now receive a customized, on-demand solution hosted directly by Microsoft at a low cost of $9.99 per user, per month. CRM Online is a cloud based solution ideal for not-for-profit organizations since it relieves them from the burden of purchasing and maintaining their own hardware. Instead, data is hosted and managed on a secure server so your software applications are constantly up-to-date with the latest features. In addition, CRM Online allows access to its applications through any Web Browser and via various client devices such as a smart phone making it easier to stay connected. Microsoft Dynamics CRM Online for not-for-profit organizations improves constituent insight and management, facilitates collaboration, streamlines business processes, […]

Overcome Language Barriers to Communicate Key Information inside GP CARLSBAD, CA – October 13, 2010 - FMT Consultants, LLC is proud to partner with Multilingual GP to further extend Microsoft Dynamics GP’s capabilities. This partnership will allow FMT to deploy GP in a multi-national environment ideal for clients who operate across borders. Multilingual GP allows Microsoft Dynamics GP to be used in an unlimited number of languages. Multilingual GP wraps around the software, while all the functionality of the original GP software remains unchanged. Users are able to easily translate data, reports, documents, forms and all printed outputs from Dynamics GP. Simply click and the information is translated without having to restart the application. Multilingual GP is an ideal solution for companies with a diverse group of employees because it allows each individual to work inside GP using the language they are most familiar with. This solution also benefits companies […]