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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 a Business Rule and a JavaScript Function   Sounds pretty simple right? Main steps include making the modifications on the quick creation forms, create the JavaScript libraries, create the business rule, save, publish and done! Figuring these steps out took a significant amount of time and effort, because none of these changes were reflected in the Outlook App. So hopefully this will save you a headache! Let's get into the troubleshoot!    Issue #1: Modify Lead Form Layout in quick creation form. Even after making the updates, saving them and published them, these were still not […]
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 been any additional enhancements to their workflow engine. It would make sense to assume that Flow is the replacement for SharePoint Workflows. Specifically, for approval process, we have to use Flow for simple approvals, or approvals that involve multiple sites or external services. Use SPD for more complicated processes and customization options for approvals that involve a single site. To understand if Microsoft Flow could be a replacement to SharePoint Designer, we will look into the pros and cons of Microsoft Flow and how it stacks up as compared to SharePoint Designer. 1. Why should […]
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 and renaming them for a custom flow without disconnecting your sales pipeline. Note: if your business only needs out of the box stages i.e. qualify, develop, propose, close from the Lead to Opportunity BPF or any other existing ones, this blog might not be for you. Based on my experience at FMT Consultants, 80% of the CRM implementations are not using out of the box stage names. So I am sure you're still with me! Now let’s dig into to it by examining the “Lead to Opportunity Sales process.” As you may know, the attribute […]
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 Dynamics GP and Dynamics NAV (back then known as Great Plains and Navision) which made Microsoft mid-market ERP leaders in both North America and Europe with these acquisitions. However, both Dynamics GP and Dynamics NAV are on-premise products and if this term is ‘computer geek-speak’ to you, here’s what this means:  Running on-premise software applications means you need a dedicated server to run the database for the ERP software and then the user needs to have the application or client installed on the user’s workstation to run the software.  Now there are variants to running […]
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 lot of feedback on both sides of the spectrum around Teams: some people love it and want to integrate it into their daily workflow, while others haven’t had a good first experience or are a bit perplexed about how Teams fits into the bigger Microsoft 365 picture and into their collaborative workspace. Microsoft 365 offers us at least a half dozen different applications and methods of communication and collaboration, so I understand anyone’s confusion when sitting down to determine what applications to use and when and where to use them. Fear not! Whether you are a […]
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 business solutions one business at a time, every time. In this discussion between Eric Casazza, CEO at FMT Consultants, and Dave Siebert of SMB TechFest, we discuss advanced supply chain solutions ranging from Enterprise Resource Planning (ERP), to Demand Planning, to Warehouse Management Systems (WMS). It’s not just about financial management software. New technology investments can pay real dividends in operational efficiencies, advanced manufacturing capabilities, and stronger distribution networks.     At FMT we have decades of experience working side-by-side with businesses looking to take the next step (or giant leap) forward using the right […]
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 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 Bob Scott’s Insights. “This selection represents recognition of leaders in this important field.” The selection is based on annual revenue generated by each reseller. A special report that includes names of the organizations selected for this year’s Top 100 list, ranked by revenue, is downloadable at Bob Scott Insights. “Bob Scott’s Insights report is definitively a must-read for what is happening in our industry,“ said Eric Casazza, CEO at FMT […]
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 the Item purchase, the Revision Level can be tracked by entering data into this Extender Window. So far good. However, the customer requirement has a twist. The Revision Level for the purchased Item has to be automatically created once the Purchase Order line is saved by retrieving the value from Item Engineering Data window. Out of the box, Extender will not do this. However, it is possible by creating actions using Extender Actions. Extender Actions allow a window or form to perform specific actions based on user input. (Note: - Extender Actions are only available […]
Buyer 2.0 part two: From Flat to Fantastic
This is the second part of a three part deep dive guest post about Buyer 2.0 written by Darren Stordahl Continued from Buyer 2.0 part one: Lane Departure Warning! Because the Microsoft conference took place in the gray and green Northwest, the messaging brought to mind an exceptional book on effective sales: “Les Schwab Pride in Performance: Keep It Going” (Les Schwab; Maverick publications). It’s a manageable biographical/business tome that describes the life and unique business philosophy of Northwest icon, Les Schwab. Starting in 1952, Les and his team built a retail distribution chain of tire stores in the western United States. Each of his stores followed a similar approach to customer service and sales: when a prospective customer pulled into the parking lot, the attendants sprinted to the car; Les Schwab also offered special promotions including free beef (from his ranch!) with the purchase of new tires; he offered […]
Buyer 2.0 part one: Lane Departure Warning!
This is the first part of a three part deep dive guest post about Buyer 2.0 written by Darren Stordahl Recently, FMT attended an interesting partner conference at Microsoft campus in Redmond, where an excellent presenter shared his perspective on today’s “Buyer 2.0”. His assertion, was that in the modern supply chain, buyers are engaging much later in the evaluation cycle. Before ever speaking with the manufacturer, distributor or service-provider, this new buyer has self-educated and conducted significant anonymous research in order to become highly informed. Buyer 2.0 carries an industry-specific expectation, avoids risk, maintains broad social media connections, and has high expectations for service quality and speed to fulfillment. They Tweet. The impact of Buyer 2.0 on sequential and historical stage-based sales models includes lower conversion rates, prospects falling out of the funnel at unpredictable intervals, lack of connection/clarity into the customer relationship, and a reduction in perceived value […]
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 digital world. Buyer 2.0 won’t wait for you. They are probably tweeting your competition right now for pricing or configuration information. What can you do, with the tools and technology available, to stay relevant and build your business? Sprint to the Car: Make every effort to make a good first impression. Engage quickly. Be polite. Maintain focus and intensity throughout the ever-shortening sales cycle. For those in the customer engagement end of the technology spectrum, this means using both marketing automation and CRM efficiently, correctly, and with a prioritization for managing KPI’s associated to response […]
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 Rolling Columns. I was able to customize SmartConnect in order to provide this capability of finding the next Fixed Asset ID and updating the GP table where this ID is stored. When SmartConnect is added to Dynamics GP, there are some stored procedures that are added to the GP database and one of them is to get what is referred to as “next” numbers. This is how the GP Rolling columns in SmartConnect know what the next number is, whether it is the next journal entry number, payment number, etc. Since there is no stored […]
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