FMTFMT

Consulting Archives - FMT

Search Archive
[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 you work, but you still can’t get past the terror. Suddenly, you’re alone with a rampaging creature and your job will never be the same. You Don’t want a Monster for a Consultant. When you work with a consultant, you’re trusting them to provide a deep level of service excellence that will help your company excel. With this in mind, the choice of who you work with is a decision that shouldn’t be taken lightly. To help you weed out those monsters in disguise, we’ve compiled an infographic of 5 traits to look for, and […]
Complimentary Consulting Funds - Office 365 Adoption Offer
With the FY16 Office 365 Adoption Offer, part of the FastTrack program, Microsoft is investing in driving active seat usage for customers who buy at least 50 qualifying Office 365 SKUs and set up a new tenant between September 1, 2015 and March 31, 2016. Qualifying customers will receive funds that go towards consulting services with eligible Microsoft Silver or Gold Level Cloud Productivity Competency Partners, such as FMT Consultants. Funds will be reserved at $15/seat for 150-1000 seats and $5/seat above 1000 seats with a maximum of $60,000 per customer. *UPDATE: Effective February 1, 2016 through June 30, 2016, a 50 seat minimum purchase of eligible SKUs is required. Funding will be reserved at $25/seat for 1-149 seats. New purchases of Office 365 SKUs including E Suites (E1, E3, E4, E5), Office 365 ProPlus, SharePoint Online, Skype for Business Online, OneDrive Online, Yammer Enterprise SKUs, Government Plans (G1, G3, G4, […]
Complimentary Consulting Funds - Enterprise Mobility Suite Adoption Offer
With the FY16 Enterprise Mobility Suite (EMS) Adoption Offer, part of the FastTrack program, Microsoft is investing in driving active seat usage for new customers who buy at least 150 qualifying Enterprise Cloud Suite and Enterprise Mobility Suite SKUs and set up a new tenant between September 1, 2015 through March 31, 2016. Qualifying customers will receive funds that go towards consulting services with eligible Microsoft  Silver or Gold Level Cloud Competency Partners, such as FMT Consultants. Funds will be reserved at $15/seat for 150-1000 seats and $5/seat above 1000 seats with a maximum of $60,000 per customer. New EMS customers must purchase at least 150 seats of select Enterprise Mobility Suite SKUs and Enterprise Cloud Suite SKUs (including G SKU equivalents, paid Non-Profit SKUs and Gallatin SKUs) to be eligible for this offer. The 150 seat minimum purchase requirement may be met by a combination of eligible SKUs. In order […]
Video: New Features in Microsoft Dynamics GP (Great Plains) 2015
This video provides a broad overview of the new features in Microsoft Dynamics GP (Great Plains) 2015, including: Service based architecture New workflows Management Reporter integration options Intercompany functionality improvements Business Analyzer cross platform Fixed Assets year end close report Invoicing for the GP Web Client Improved employee self-service FMT Consultants is a Gold Certified Microsoft Dynamics GP (Great Plains) partner. Please contact us for more information about Microsoft Dynamics GP 2015.
Video: New Features in Microsoft Dynamics CRM 2015
This video highlights the new features in Microsoft Dynamics CRM 2015 including: Enhanced sales process automation New hierarchical visualizations Product management enhancements The new sales and marketing collaboration panel Mobile sales features Expanded case management functionality The many new marketing automation tools   FMT Consultants is a leading Microsoft Dynamics CRM Gold Partner.
Case Study: Liebert Cassidy Whitmore Goes Paperless with Microsoft SharePoint 2013
Liebert Cassidy Whitmore (LCW) is the foremost expert in U.S. labor, employment and educational law. Since it was founded in 1980, it has grown to four locations in Los Angeles, San Diego, San Francisco and Fresno and now employs over 80 attorneys across 10 practices. LCW is named among the 2014 Top Boutique Law Firms in California by The Daily Journal and ranks the 66th largest law firm in the nation. The firm pioneered preventative education; meaning its attorneys educate clients, through consortiums, workshops and seminars, on the best ways to avoid becoming a party to adversary proceedings. Download Case Study   The Challenge LCW has built its success upon a reputation of expert knowledge and a culture of sharing by training thousands of city government employees and school administrators. LCW wanted to better itself at how it pooled knowledge within its own firm; among the partners and eventually, between […]
Changing the Customer on an Invoice without Losing Audit Trail in Microsoft Dynamics GP
A common question that has come up recently is ‘How do I change the customer on an invoice?’ Well, in short, it’s not possible without significant unsupported updates to SQL data which compromises the audit trail that is part of a GAAP compliant accounting system such as Microsoft Dynamics GP. The good news is that there are some tools available in Dynamics GP that can assist you in crediting the original invoice and a new invoice. Below is a step-by- step example of how to handle the following scenario: a sales order is processed for a customer, and an invoice is sent to that customer. the customer subsequently advises that the order should be paid for by a different company. The general steps are: Post the original customer invoice even though it may have the wrong customer listed. Create a return based on the original customer invoice – verify the […]
How to Create Custom Records in NetSuite – Step by Step Instructions: Part II
Overview In the first part of this blog we demonstrated how to create and setup custom records in NetSuite. In this second part you will learn how to manipulate custom records and use them in the context of transactions. See part 1 of the blog series here: How to Create Custom Records in NetSuite – Step by Step Instructions: Part I If you recall, in our business scenario we said that: The webinars will be held once per week and after each webinar the list of the attendees and the webinar's rate / fee will be imported into NetSuite. Based on this information, we will be able to bill our attendees. When we bill our attendee we will mark that attendee as billed, so that we do not double-bill our clients. Also, we will link the invoices that were created to our attendee records for reference and reporting purposes. Step 1. […]
6 Frustration-Eliminating Tips for Microsoft Dynamics GP 2013 Report Writer
This article offers 6 time-saving and frustration-eliminating tips for Report Writer that will come in handy if you have been tasked to build or modify a report in Microsoft Dynamics GP. Tip #1- Make Sure to Back Up All Modified Reports! Here’s how to back up your reports: Open the Customization Window. You mush Highlight all Customized Reports in order to actually Export them for safekeeping. Save the .Package File in a common location, easy for other GP users to access later on. This tip is by far the most important one. If one file gets corrupted, it corrupts all other customized files. Losing all your customized reports build from scratch can easily be a $10,000 loss! Tip #2- 3 Quick Ways to Access Report Writer. There are a few different ways to access Report Writer: Option 1: The most common way is to click Tools > Customize > Report Writer […]
Leading Microsoft Dynamics CRM Partner, FMT Consultants, to Showcase Microsoft Dynamics CRM 2015 in Los Angeles and San Diego, CA
Southern California Dynamics CRM consulting firm, FMT Consultants, will be demonstrating the new features and product enhancements in Microsoft Dynamics CRM 2015 in Los Angeles and San Diego on February 17 and February 19, 2015. San Diego, CA, January 13, 2015 – FMT Consultants, a gold certified Microsoft Dynamics CRM partner, today announced its upcoming roadshows featuring two Microsoft Dynamics CRM 2015 demo events. Dynamics CRM 2015 is the latest release of Microsoft’s robust and scalable Customer Relationship Management (CRM) solution designed for business of all sizes. The Dynamics CRM 2015 showcase sessions take place on: Tuesday, February 17, 2015 from 1:00-3:00 PM PST at the Microsoft Office in San Diego, located at 9255 Towne Centre Drive, Ste 400, San Diego, CA 92121 Thursday February 19, 2015 from 1:00-3:00 PM PST at the Microsoft Office in Los Angeles located at 13031 West Jefferson Boulevard, Ste 200, Los Angeles, CA 90094. […]
Year-End Closing Instructions for Microsoft Dynamics GP 2013 R2 and Free Download of Year-End Closing Manual
Closing the year can be quite the headache for a lot of Microsoft Dynamics GP users, and if done incorrectly it can cause serious system issues, data loss and lots of wasted time. FMT Consultants has created the 2014 Year-End Closing Manual for Microsoft Dynamics GP 2013 R2 to help you get safely through your Dynamics GP year-end close procedures. The training manual consists of 86 pages with thorough instructions, screen shots and checklists. The topics include: Backup of company database SQL maintenance Closing and creating fiscal periods Module closing order Inventory period-end and year-end closing Receivables Management period-end and year-end closing Payables Management period-end and year-end closing Fixed Assets period-end and year-end closing General Ledger period-end year-end closing Payroll period-end and year-end closing The manual is free and be downloaded here. Feel free to contact FMT Consultants should you have questions or need assistance with your Microsoft Dynamics GP […]
How to Create Custom Records in NetSuite – Step by Step Instructions: Part I
This is part 1 in a blog series of 2. See part 2 here: How to Create Custom Records in NetSuite – Step by Step Instructions: Part II Overview In NetSuite, Custom Records are essentially everything and anything. My bet is that whenever you need a process or a functionality that is not available in NetSuite out-of-the-box, custom records can help you! Custom Records are dynamic and customizable building blocks that allow you to create custom fields, lists and special links with other NetSuite records and transactions. Here are some advantages of using Custom Records in NetSuite: Advantages Description Flexibility and Interactivity Custom records can be almost anything. They are easy to format and configure. They can also be tied to almost any record in NetSuite. Highly Integrated When you create Custom Records, NetSuite will treat them like any record in the system. Each new record is assigned a standard form […]
1 2 3 4
1 2 3 4
©
2021
 FMT Consultants, LLC.
|
Privacy Policy
X
FMT

Contact Us

X
FMT

Newsletter Sign-up

menu linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram