Document Management 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. 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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  2. Document Management, SharePoint, Best Practices, SharePoint, FMT Consultants, Productivity, Collaboration, Portals, San Diego, Los Angeles, SharePoint San Diego, SharePoint Los Angeles,
    Best Practices, SharePoint

    3 Document Management Mistakes Every New SharePoint User Makes

    If you are new to Microsoft SharePoint Online, or are considering implementing SharePoint Online, resist the following common mistakes: Creating a File Share on SharePoint Placing everything in SharePoint Thinking of SharePoint only as a document management tool File Share Pains For many, the reality of document or file management is a nested folder hierarchy…

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  3. SharePoint

    Everything You Need to Know About Durable Links in SharePoint 2016

    Durable Links in SharePoint allow users to open a document in WOPI (Web Application Open Platform Interface Protocol) using unique resource IDs that are assigned to each document. This allows users to rename or move their documents to new places without worrying about breaking the various links referring to the document. Durable links are a…

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  4. General Tech, Microsoft Dynamics

    doc-link Takes Your Business Paperless Any Way and Anywhere

    Do these situations sound familiar to you? Too much paper, convoluted access to documents, and/or no control over day-to-day processes and time? The concept of business productivity can become a reality by adopting a document management initiative and automating age-old paper practices. This video will educate you about integrated document management and the ROI of this…

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  5. SharePoint

    Video: SharePoint Document Management Made Easy

    When you have one document and ten different contributors, what can possibly go wrong? Do documents go missing? Are there multiple versions of the same document? The answer is typically YES! Well, it’s a new year, and it is time to get organized! The video will demonstrate how to easily share files and collaborate while eliminating…

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  6. SharePoint

    Planning Document Management in SharePoint 2013

    Microsoft SharePoint 2013 enables organizations to build a document management solution specifically tailored to their organizational needs, and to better manage the life cycle of their documents. To make sure that this solution is both practical and at the same time comprehensive, a fair amount of planning needs to take place before the solution is…

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