a Dynamics CRM Archives – Page 2 of 4 – 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

    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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  2. CRM, Microsoft Dynamics 365 for Sales

    Calculating Dynamics CRM Rollup Fields On Demand

    Rollup fields are a great addition to Dynamics CRM. Rollup fields are calculated by Asynchronous System Jobs which runs in background. By default, Mass Calculate Rollup Field job runs every 12 hours after a Rollup field is created or updated. This delay is needed to assure that Mass Calculate Rollup Field job runs during the non-operational…

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  3. CRM, Microsoft Dynamics 365 for Sales

    Dynamics CRM 2016 Online Reporting: Breaking Down the Fine Print

    When it comes to building reports in Dynamics CRM 2016, most of our customers take for granted that they will be able to create any kind of report, simple or complex, by leveraging the existing out-of-the-box features without development intervention. Unfortunately, this is not true when we want to build complex reporting because at some…

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  4. Microsoft Dynamics CRM, CRM, Microsoft, San Diego, Los Angeles, FMT, Consultants, Gold Certified, Partner, Implementation, Support, Integration,
    CRM, Microsoft Dynamics 365 for Sales

    Considering an Alternative to Email Notifications in Dynamics CRM Using Microsoft Flow

    One of the most common requirements that I’ve encountered across all of my CRM implementations is the need for automatic e-mail notifications. That is, upon the trigger of various events, such as creation, status change, or deletion of an Account, Contact, or Opportunity, appropriate users in the organization need to receive an automatic e-mail notification….

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  5. CRM, Microsoft Dynamics 365 for Sales

    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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  6. Summit16 Day 3
    Microsoft Dynamics, News

    Summit16 Day 3: Knowledge is Power

    FMT has learned a lot at Summit16 this year, but we’re not done! We spent Day 3 attending many different educational sessions. In today’s update, we’ll give you a quick overview of what we learned. Project Service: Lifecycle from Sales to Service Deployment Microsoft now offers a solution to manage the entire lifecycle of their…

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  7. Microsoft Dynamics, News

    Summit16 Day 2: CRM Smack Talk Comes to the Workplace

    FMT is at Summit16 this year and Day 2 showcased just as many exciting developments as Day 1. If you missed our first news roundup of Summit16 don’t worry, you can find it here. Education It’s no surprise that Microsoft is continuing its vision to bring technology to the education experience. After all, they’ve been…

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  8. Dynamics 365, Dynamics, Summit, Summit16
    Microsoft Dynamics 365, News

    Summit16 Day 1 News Round Up: Dynamics 365, Intelligence, and More!

    Yesterday was the opening day of Summit16 in Tampa, Florida and we’re lucky enough to be a part of this great experience!  We thought we would pass some of this information on to you. So without further ado, here’s what we learned during Day 1! The Keynote Day 1 featured an amazing keynote which gave…

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  9. Microsoft Dynamics 365

    Don’t Fall Behind! Get Ready for Dynamics 365!

    Here at FMT, we’ve been eagerly awaiting Dynamics 365 for months. Today, Microsoft added to our excitement by making some major announcements about their newest business solution! In this blog post, we’d like to share with you everything we’ve learned about Dynamics 365 and how it’s going to change the way that you do business….

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  10. News

    6 Reasons Why You Don’t Want to Miss Our Online Conference—nVerge in the Cloud!

    Here at FMT we’re busy getting ready for our free online technology conference nVerge In the Cloud! nVerge in the Cloud is where we share the latest technology trends and insights into the future direction for NetSuite, Microsoft Dynamics, SAP Business ByDesign, BI solutions, Office 365, and more! This year, our agenda is packed with…

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  11. CRM, Microsoft Dynamics 365 for Sales

    Completing the Sales Cycle with Project Delivery & Management in CRM

    Do you deliver a complex product or service utilizing several team members or simply want to execute internal projects? If so, the right software solution can help improve the management and delivery of your projects. Microsoft Dynamics CRM provides a complete end to end solution with Project Service. From project creation and team allocation to deliverable…

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  12. Microsoft Dynamics 365

    Revolutionize Your Business Processes with Microsoft Dynamics 365

    Microsoft wants to help you transform your business. In the recent months, we’ve been getting excited about Microsoft’s plans for the future of its Dynamics business solutions. Today, we’d like to share that excitement with you. At Microsoft’s World Partner Conference this past month we gained a lot of valuable information about Dynamics 365, formerly…

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