Dynamics CRM 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. 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…

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  2. Rename-Records-NetSuite
    NetSuite, Renaming Records

    Renaming Records in NetSuite

    One of the most important features in a CRM or ERP software service is to be able to make customizations with ease. In this article, we will go over renaming records in NetSuite, to change the names of your records and transactions from NetSuite’s default names to names that fit the terminology of your company….

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  3. Dynamics-365-New-Capabilities
    Microsoft Dynamics CRM

    New CRM Features in Dynamics 365 July 2017 9.0 Update

    With the new Dynamics 365 July 2017 9.0 Update, Microsoft has rolled out several exciting new features and enhancement for CRM. In this article, we will review 3 of these features which can improve you Dynamics CRM: Unified Client Interface, LinkedIn Sales Navigator, and the Multiselect Option Set. 1. Dynamics 365 Unified Client Interface        …

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  4. 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…

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  5. 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…

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  6. 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…

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  7. 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…

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  8. Microsoft Dynamics CRM

    How to Connect your Java Application to CRM: A Simple Java Console Application

    Have you ever tried to connect to CRM Online using a Java Application? Turns out it’s much simpler than you would expect. By leveraging the Azure Active Directory Library, you can easily authenticate any user for your external application to perform any CRM Operation through the Web API. Here are the required components: CRM Online…

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  9. News

    FMT Consultants Achieves Silver Cloud Customer Relationship Management Competency from Microsoft

    Southern California based technology provider, FMT Consultants, continues to demonstrate best-in-class capability and market leadership by achieving Microsoft Silver Cloud CRM Competency.   SAN DIEGO, CA FEBRUARY 24, 2017 FMT Consultants, a leading provider of integrated business management solutions and information technology services based in San Diego and Los Angeles, has announced that it has…

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  10. Microsoft Dynamics CRM

    Has Your Company Truly Adopted Microsoft Dynamics CRM?

    Have you ever wondered who in your organization is utilizing your Dynamics CRM application most effectively?  On the other hand, have you ever wondered who is NOT using the system?   If your organization is on Dynamics 365 (online) or Dynamics CRM online, then you have the metrics that you need to target your Power…

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  11. Microsoft Dynamics CRM

    Why Use Dynamics CRM Portals?

    By now, most everyone is familiar with CRM applications. In fact, most companies, large and small, use a CRM tool, module, software or platform for customer information tracking and reporting. Certainly, the majority of companies only ever consider CRM as an internal use system but what about CRM portals? Using CRM as an internal “System…

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  12. Microsoft Dynamics CRM

    Microsoft Test Manager (MTM) Basics

    Testing is an important part of every application. Even if a company does not have a dedicated testing team, it is imperative to ensure that any custom development or custom solution is working properly before deployment. Black box testing is a process that involves testing an application from a high level, without any access or…

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