a 2013 Archives – FMT

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 365 for Sales

    Video: Go Social with Microsoft Dynamics CRM 2013

    Watch the video below to discover some of the many possibilities for utilizing social data within Microsoft Dynamics CRM 2013. The topics of the video includes: Out-of-the-box social interface of CRM 2013 Enhanced social capabilities with Yammer Integration with LinkedIn, Twitter and InsideView   The video was recorded on April 8th, 2014 by Dave Nash,…

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  2. CRM, Microsoft Dynamics 365 for Sales

    Microsoft Dynamics CRM Online Pricing and Features – What’s New in 2014

    What’s New with Microsoft Dynamics CRM Online? During Microsoft Dynamics Convergence in Atlanta in March 2014, Microsoft unveiled a great deal of exciting new products, soon to come features and new licensing options for Microsoft Dynamics CRM Online. Some of the major highlights announced were: Microsoft Dynamics Marketing A brand new, end-to-end marketing automation solution…

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  3. CRM, Microsoft Dynamics 365 for Sales

    Improving Performance with Access Teams in Microsoft Dynamics CRM 2013 – a How-to Guide

    Introduction Access Teams is a new addition in Microsoft Dynamics CRM 2013 that brings along a new way to define privileges and permissions for entities in CRM. Prior to Microsoft Dynamics CRM 2013 (in CRM 2011), security roles were the only means by which privileges were defined for entities. These privileges— Create, Read, Write, Delete,…

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  4. Microsoft Dynamics GP

    Are You Considering an Upgrade to Microsoft Dynamics GP 2013? Here’s Why the New Licensing Model will Work in Your Favor

    Need a reason to upgrade your current GP environment to GP 2013? How about getting a bunch of modules from Microsoft for FREE? Did you know that Microsoft is now requiring clients to upgrade to its latest Dynamics GP licensing schema, perpetual licensing, prior to upgrading to Dynamics GP 2013? This means that all current Microsoft…

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  5. SharePoint

    SharePoint 2013 User Profile HTML Properties Lose Values on Edit – Here’s the Work-Around

    The Problem In SharePoint 2013 there is a common problem that occurs when editing a user profile in situations where there is more than one HTML user profile property. In these instances, all the HTML properties except for the last one on the page will lose their values. This problem occurs in both SharePoint 2013…

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  6. Microsoft Dynamics GP

    New in Microsoft Dynamics GP 2013 Service Pack 2: SmartList Designer

    Earlier this year, we heard that Microsoft was returning sales and support of SmartList Builder to its original developer, eOne. While we were still waiting to find out what that meant for our customers, GP 2013 Service Pack 2 was released, quietly unveiling SmartList Designer: Similar to SmartList Builder, you do need to have a…

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  7. CRM, Microsoft Dynamics 365 for Sales

    Video: Business Processes in Microsoft Dynamics CRM 2013 – Part I

    The video provides a comprehensive overview of the new business process features in Microsoft Dynamics CRM 2013 and demonstrates how to: Map business processes to CRM 2013 Build business rules using the new Business Process Flow (BPF) features Set up stage gating and process steps The PowerPoint slides from the video can be downloaded here….

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  8. Microsoft Dynamics GP

    Video: Microsoft Dynamics GP 2013 Year-End Close Training & Manual

    UPDATED: Download the 2014 year-end close manual for Dynamics GP 2013 R2 here. The video provides a comprehensive walk-through of all the necessary steps needed to ensure a successful year-end close for Dynamics GP 2013 and GP 2010 – from general ledger, accounts payable, accounts receivable to inventory and payroll. The video is structured around…

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  9. Microsoft Dynamics GP

    GL Integrations to Fixed Assets Sub-Ledger and Others in Microsoft Dynamics GP

    The Challenge As a company grows so does the need to track information on a more granular level to strengthen the audit trail. One way of doing so is to track transaction information at the sub-ledger level. Unfortunately, many Dynamics GP users are entering transactions directly in the general ledger while, ideally, these transactions should be…

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