Best Practices 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. Document Management, SharePoint, Best Practices, SharePoint, FMT Consultants, Productivity, Collaboration, Portals, San Diego, Los Angeles, SharePoint San Diego, SharePoint Los Angeles,
    Best Practices, SharePoint

    3 Document Management Mistakes Every New SharePoint User Makes

    If you are new to Microsoft SharePoint Online, or are considering implementing SharePoint Online, resist the following common mistakes: Creating a File Share on SharePoint Placing everything in SharePoint Thinking of SharePoint only as a document management tool File Share Pains For many, the reality of document or file management is a nested folder hierarchy…

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  2. Best Practices

    [Infographic] Don’t Trust Your Business to a Monster: 5 Traits to Look for in a Consultant

    Imagine… You’re in the office, you check your email while you sip your coffee and get organized for the day. Suddenly your boss walks in and calmly begins to introduce to you a big, looming, intimidating monster. He explains that the monster will improve your productivity by implementing business solutions that will revolutionize the way…

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  3. Microsoft Dynamics CRM

    SCARED of a Sloppy Sales Syndrome Relapse??? Find the Cure Using Dynamics CRM Online

    Just when you thought you had your work life organized, a new quarter starts and you’re buried with new leads, ongoing tasks with current clients, and the grueling search for new opportunities. Sloppy Sales Syndrome strikes again. On top of dealing with your own workload, the pains of postponing the sales cycle while waiting for…

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  4. IT, Microsoft Dynamics GP

    Dynamics GP Disaster Recovery Planning

    While setting up and upgrading Dynamics GP for clients, I often find disaster recovery planning is something that is overlooked. Often, only the databases are backed up and newly created companies have not been added to the backup plan. In light of this, I want to walk you through what you’ll need to have ready…

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  5. collaboration

    3 Applications That Boost Business Productivity and Collaboration

    Efficient collaboration and communication are key components in the success of every business. If your company is still sending attachments back and forth, reserving the conference room to review and update documents, or married to email, you could be missing out on new business. This blog post reviews 3 cloud-based software applications that integrate people…

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  6. NetSuite

    5 Time-Saving Tips for Importing Customer Records into NetSuite

    During my time as a NetSuite consultant, I have done many customer additions and updates in NetSuite using the CSV (Comma Separated Values) import tool. Along the way I discovered a few things that would have made my imports go a little faster had I known them from the start. In this blog, I’d like…

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