a Dynamics CRM Archives – Page 3 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 Boosts Mobility in Dynamics CRM 2016 SP1

    Microsoft continues to improve their products to align with the company’s mobile first, cloud first mantra. Believing that working on the go is a key pillar for business productivity, Microsoft Dynamics CRM 2016 update 1 and SP1 dedicated a special effort to enhancing the mobility experience. The key features in the latest release of CRM…

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  2. Customer Care - San Diego, Customer Care - Los Angeles, Customer Care, Support, IT, Help, Los Angeles, FMT Consultants, Consulting, ERP, CRM, Microsoft, NetSuite, SAP
    CRM, Microsoft Dynamics 365 for Sales

    Expanding The Capabilities of CRM Portals Part 1 – Dynamically Displaying Controls from CRM Form Section

    Web Portals can extend your Dynamics CRM capabilities by offering non-CRM users access to your data through customized web forms. Portals are extremely versatile and offer an infinite number of possibilities in integrating, displaying and manipulating CRM data with a different interface. Typically, Portal Development involves pulling CRM fields and displaying them in a custom…

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  3. CRM, Microsoft Dynamics 365 for Sales

    New Microsoft Dynamics CRM SDK Feature: Grid APIs

      Microsoft Dynamics CRM 2016 contains many new Form scripting capabilities. Along with other great features, there is a new and improved CRM Grid API (originally introduced in CRM 2015 Update 1). Up until now, CRM Grids only supported the ability to be refreshed. In this update you can now interact more with the Grid…

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  4. IT

    Step-by-Step Instructions on How to Install Scribe Insight

    Before you can get Scribe Insight to integrate your systems, you need to configure a Scribe server and install the necessary applications. This blog is intended to provide a step-by-step approach to help you breeze through this task. In our description, we will assume that you are using Scribe to integrate your CRM and ERP…

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  5. CRM, Microsoft Dynamics 365 for Sales

    Setting Up Follow-Up E-Mails in Dynamics CRM

    In this post I will describe a solution to add Microsoft Office Outlook style functionality to follow-up e-mails. In Microsoft Office Outlook, you can mark an e-mail as read/un-read, and you can also mark the e-mail for follow-up with various scheduling options (today, tomorrow, next week, custom date) and finally mark complete. We’ll see how…

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  6. CRM, Microsoft Dynamics 365 for Sales

    Preview: New Features in Microsoft Dynamics CRM 2015

    Register now for our Dynamics CRM 2015 events in February 2015! Microsoft released the latest version of its robust Customer Relationship Management solution, Dynamics CRM 2015, in December, 2014. This page highlights some of the new key features and enhancements of Microsoft Dynamics CRM 2015. Download the Preview Guide as PDF here: Download Marketing Business…

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  7. CRM, Microsoft Dynamics, Microsoft Dynamics 365 for Sales, News

    FMT Consultants Achieves a Microsoft Gold Customer Relationship Management Competency

    FMT Consultants demonstrates best-in-class capability and market leadership through demonstrated technology success and customer commitment. San Diego, CA, August 21st, 2014 – FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, today announced it has attained a Gold Customer Relationship Management competency, demonstrating a “best-in-class” ability and commitment to meet Microsoft Corp….

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  8. CRM, Microsoft Dynamics, Microsoft Dynamics 365 for Sales

    New Microsoft Dynamics CRM eBook: Wow Service – Social Intelligence Guide for Customer Service

    In order to keep with today’s social and mobile world, businesses need to move at a faster pace, connect to customers on their terms and share knowledge more broadly than ever before. Microsoft Dynamics CRM helps achieve all of these with built-in social tools that enable your sales, service and marketing teams to deliver amazing…

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  9. CRM, Microsoft Dynamics 365 for Sales

    Experience Dynamics CRM, Dynamics Marketing and a Wide Array of Third Party Microsoft Dynamics Applications at nVerge 2014

    nVerge 2014 is a one-day technology conference taking place on September 25th, in San Diego, CA. The conference focuses on the latest feature updates and trends for Microsoft Dynamics CRM, Dynamics Marketing, Dynamics GP, Microsoft SharePoint, Microsoft Office 365, Business Intelligence, Corporate Performance Management (CPM) solutions, third party software applications for the Microsoft Dynamics product…

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  10. Microsoft Dynamics GP

    Experience Microsoft Dynamics GP 2013 R2 and a Wealth of Third Party Dynamics GP Applications at nVerge 2014

    nVerge 2014 is a one-day technology conference taking place on September 25th, 2014 in San Diego, CA. The conference focuses on the latest feature updates and trends for Microsoft Dynamics GP, Dynamics CRM, Dynamics Marketing, Microsoft SharePoint, Microsoft Office 365, Business Intelligence and much more. See the full agenda here and learn more at www.nVerge2014.com.  …

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  11. CRM, Microsoft Dynamics, Microsoft Dynamics 365 for Sales

    Increase User Adoption with Your Own In-House CRM Support Entity in Dynamics CRM 2013 – a Step-by-Step Guide

    User adoption is pivotal when implementing Microsoft Dynamics CRM within your organization. A key component to turning your CRM implementation into a successful investment is by providing timely post go-live and on-going support in a manner that reassures your users that the system will be properly supported. Support could range from training, user feedback, suggestions,…

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  12. BI, CRM, IT, Microsoft Dynamics 365 for Sales, Microsoft Dynamics GP, News, Office 365, SharePoint

    FMT Consultants Announces nVerge 2014 – a One-Day Technology Conference Focusing on Microsoft Dynamics GP, Dynamics CRM, Dynamics Marketing, SharePoint, Office 365 and IT Environments  

    nVerge 2014 takes place on September 25th in San Diego, CA and offers a combination of keynotes, breakout sessions, learning labs, ongoing exhibition with software developers and IT service providers, networking sessions and a post-conference cocktail reception. San Diego, CA, July 29, 2014 – FMT Consultants, a leading San Diego and Los Angeles-based provider of…

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