Microsoft Dynamics 365 Archives
 

Tracking and Reporting Projects using Office 365 and Project Online

Did you know Office 365’s tools can make your PMO run more efficiently?

Read More
  1. D365 Business Central will be a Leading Cloud ERP Software Sales_FMT consultants
    Dynamics 365 Business Central, ERP, Microsoft Dynamics 365

    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…

    Read More
  2. How to rename Business Process Flow stages in Microsoft Dynamics_FMT Consultants
    CRM, Microsoft Dynamics, Microsoft Dynamics 365, Microsoft Dynamics CRM

    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…

    Read More
  3. Editable-Grid-CRM
    Microsoft Dynamics 365

    Editable Grids: Another great feature of Dynamics 365

    Dynamics 365: Editable Grids Do you like efficiency and saving time? If you do, read on to learn more about Dynamics 365 Editable Grids. All versions prior to Dynamics CRM 2013 had no type of editable grid, if a user needed to modify any record, the record had to be opened in a new window…

    Read More
  4. Parature-CRM-Service-Module-Dynamics-365
    Microsoft Dynamics 365

    Service your Customers best with D365 CRM Service Module

    Your customers are relying on your service to help them work through their daily woes and the Dynamics 365 CRM Service Module can help you do just that! In this blog, we’ll discuss various Out of Box features and many benefits of the Service Module. FMT can help your business unlock this functionality and much,…

    Read More
  5. Moving Dynamics CRM On-Premise to D365
    Microsoft Dynamics 365, Microsoft Dynamics CRM

    Top 3 Benefits in Moving Dynamics CRM On-Premise to D365

    You might be wondering: Is your organization getting enough out of its CRM system? There are a couple reoccurring themes that we as FMT Consultants often encounter when working with our customers in moving Dynamics CRM On-Premise to D365. If you are considering the move for your CRM environment, you might want to pay attention…

    Read More
  6. autosave feature, Microsoft Dynamics, Microsoft Dynamics 365, Microsoft Dynamics CRM

    Autosave Feature in Microsoft CRM

    Back in 2013, Microsoft added a nifty Autosave feature to CRM 2013 during the Polaris or UR 12 release for CRM which is still here today in Microsoft Dynamics 365. How does it work? Essentially you don’t have to manually save your work anymore! Instead, every 30 seconds after a field changes and if you’re…

    Read More
  7. Microsoft Dynamics 365, Microsoft Dynamics CRM

    [Video] Nurture Leads & Build Customer Loyalty with Marketing Automation

      The relationship between buyers and businesses are changing, engaging your prospects at every stage of the buying cycle is now essential to closing more deals. Watch this video to discover how you can deliver customized, memorable experiences and start turning every lead into a loyal customer with marketing automation. We’ll explore:   What is…

    Read More
  8. Microsoft Dynamics 365, SharePoint

    [Video] Connect Customers and Their Information with CRM + SharePoint

    Are your customer documents (quotes, contracts, etc.) associated with the correct customer and easily accessible from within their account record in CRM? If it takes your sales team more than a few clicks to find accurate customer information, you can streamline your process and improve sales performance with the powerful combination of Microsoft Dynamics 365…

    Read More
  9. Group Viewing Excel Templates
    Microsoft Dynamics 365

    Excel Templates: Another Powerful Reporting Tool in Microsoft Dynamics 365

    Last year, I shared another blog entry called, “Dynamics CRM 2016 Online Reporting: Breaking down the Fine Print.” At that time I had not had the chance to work with Excel Templates— a super attractive feature for Excel lovers. This feature was introduced in the Dynamics CRM 2016 Update (Online/On Premises). Here we will explore Excel Templates…

    Read More
  10. Microsoft-Flow-Automate-Tasks
    Microsoft Dynamics 365

    Task Automation – Microsoft Flow and Smartsheet

    Task Automation is today’s need, to save an Organization’s precious time and resources. Task Automation allows the use of various systems and technologies to reduce the amount of human intervention to complete a task or a process. Microsoft Flow is a cloud-based tool that allows users to create and automate tasks and workflows across applications…

    Read More
  11. dynamics crm consultant
    Microsoft Dynamics 365, Microsoft Dynamics CRM

    Still on Microsoft Dynamics CRM 20something?

    If your organization is currently running an on-premise or hosted CRM deployment, it’s seriously time to start planning the move to Dynamics 365 on the Microsoft Cloud. Here are three reasons why the cloud version of CRM makes sense for you: You don’t want servers anymore If you’ve ever stood up an on-premise version of…

    Read More
  12. Microsoft Dynamics 365, Microsoft Dynamics CRM

    [Video] Mobile App Development Made Easy with Microsoft PowerApps and Flow

    Easily create seamless mobile applications without typing a single line of code! Included in Microsoft’s latest Dynamics 365 solution and Dynamics CRM 2016 Online, Microsoft PowerApps and Flow allows you to easily design your app, connect to a variety of business solutions you are already using, and create workflows in just a few clicks. In this video,…

    Read More

The FMT Way

Optimizing your business processes—and achieving your goals—can be easier. With our team of experts, from designers to architects, you’ll gain the technology experience, dedication, and know-how that your business needs.

We’re here to inspire your greatness through technology.

Let's Start the Conversation