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FMT's Custom NetSuite Solutions: Serialized Number Tracking
Over the years FMT’s NetSuite team has produced a number of innovative solutions that can be characterized as a combination of configuration, custom scripting, and custom workflow development. Most of the time, these customizations are driven by real and unique customer needs that cannot be satisfied by NetSuite’s out-of-the-box functionality. The Need Recently, we were contacted by a client who was frustrated by their inability to track serial numbers in NetSuite. This client did not know how to manage warranties within their system and asked for our recommendation on how to solve this issue. We immediately scanned NetSuite for available Saved Searches/Reports relative to serial number tracking. Unfortunately, the results of our query were disappointing; there were no out-of-the-box reports related to serial numbers that we could find. We determined that we could build a Saved Search for our customer, but this solution proved to be lacking relative to their unique needs. […]
Step-by-Step Guide to Portal Development for Microsoft Dynamics CRM
The Challenge Oftentimes in the world of Dynamics CRM, the need arises for non-CRM users to gain access to CRM data. A common solution is the implementation of a web portal which allows these users to perform certain actions on applicable CRM data. Microsoft offers two portal solutions: the Customer Portal and the Partner Relationship Management Portal. These are managed solutions, can be easily imported into any CRM environment, and come with detailed instructions on how to quickly and efficiently deploy. However, like any construct that is general in its scope, the aforementioned portal solutions do have some caveats. The two solutions install extraneous features onto CRM that are not necessary for portal development, often confusing CRM users and requiring the need to go back and hide all of the excessive customizations. Furthermore, by default, the two portals both use Windows Live for authentication (requiring users without Windows Live to register […]
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