data Archives - FMT

Prophix interacts with many types of ERP systems, but one of the most common ones is Microsoft Dynamics GP. If you have used Prophix before, you will know that it uses customizable dimensions to determine an information point where all of the dimensions meet called a fact when storing data. Many Prophix users insert this data into the tables manually or with spreading into data entry forms. If you would like to simply migrate data into Prophix from the GP tables, there is a better tool that exists in the Prophix interface: Process Manager. Typically, you would either need to use macros or separate integration applications to pull data into an external reporting application. Both of these migration methods can be frustrating and bewildering. Thankfully, Prophix has an easy-to-understand integration tool built right into the application. Process Manager can be used to integrate data directly from GP tables or a […]

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 user interface. Oftentimes this works, but what if the fields that need display can change over time? Of course, you could customize the Portal anytime a change needs to be made, but that would require deployment each time a change was necessary…and unnecessary deployments should definitely be avoided. This blog post will show you how to set up CRM portals to adjust for dynamic content. Pulling Dynamic Fields in a CRM Portal By leveraging the form customization features of CRM, a CRM Administrator can add any number of fields to a single section of a […]

Does your organization have easy access to all your GP data across all devices? Do you find it easy to create dashboards, interactive reports, and stunning visualizations? If not, this is a must-watch video! During this video we’ll demonstrate how you can transform your existing Dynamics GP data into rich reports, visuals and customized dashboards. Topics include: Connecting Dynamics GP to Power BI Building customized dashboards and reports using Dynamics GP sales data Creating stunning visualizations Mobile access to your Dynamics GP data With accurate and easy to read data you’ll gain deep visibility across your entire organization, be able to spot trends as they happen and steer your business towards greater heights. What is Power BI? Power BI from Microsoft is a cloud-based business analytics self-service reporting platform that gives you a single view of your most critical business data – across all devices. Power BI integrates easily with […]