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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 point we will need SQL Reporting Service expertise to accomplish some customizations. The following are some fine print considerations that you need to know if you’re going to use the out-of- the box reporting capabilities in Dynamics CRM: Report Wizard (Paginated Reports) The Fine Print: These reports will look good as long as you don’t use more than 10 columns. If you use more than 10, the format will be compromised. You can only fetch data from 2 entities (Primary and Related). This report is limited to 3 groups by clauses. Only count/none aggregation is […]
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. With all the emails already sent back and forth cluttering up the Inbox, I know I personally could do without the extra ones generated by a Dynamics CRM System. But what if you could just receive a push notification on your phone instead? Well, using Microsoft Flow—Microsoft’s new cloud-based workflow engine—you can! Not only that, you can do it quickly, and simply without a single line of code. Microsoft Flow Just released to the public on November 1st, using Microsoft Flow’s connection to Dynamics CRM Online is easy as pie. The authentication is automatically handled […]
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 us our first look at many parts of Dynamics 365. Not only did we get a look at Dynamics 365, but we also learned about several technologies and products that have been rumored for a while.  We also learned that, as part of Microsoft’s change in approach, the Dynamics suite of products can now be bought/activated by individual products or, as they are now referred to, lines of service. Intelligence The Dynamics 365 native integration has officially brought the mobility space, enhanced by Cortana AI capabilities, across the Suite for the first time. There is […]
Microsoft Dynamics GP Year-End Close Training - December 2015
Year-end close is approaching. Are you ready? Join us for one of our complimentary Dynamics GP year-end close training seminars in Los Angeles and San Diego, CA. Our Dynamics GP team will share best practices related to period-end and year-end processes for your Microsoft Dynamics GP system, and show you how to avoid common mistakes to ensure a smooth and efficient year-end close. We will cover General Ledger, Accounts Payable, Accounts Receivable, Inventory and Payroll. The training is complimentary and open to all Dynamics GP users, and the sessions are eligible for CPE credits. Training material and breakfast will be provided. Sign up now to ensure a successful year-end close: Los Angeles When: Tuesday, December 8th, 2015 9:00 - 11:00 AM PST Where: Microsoft Office, Los Angeles 13031 West Jefferson Blvd, Ste 200 Los Angeles, CA 90094 (map it) San Diego When: Wednesday, December 9th, 2015 9:00 - 11:00 AM […]
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. customers’ evolving needs in today’s dynamic business environment and distinguishing itself within the top 1 percent of Microsoft’s partner ecosystem. To earn a Microsoft gold competency, partners must successfully complete exams, resulting in Microsoft Certified Professionals, to prove their level of technology expertise, and then designate these certified professionals uniquely to one Microsoft competency, ensuring a certain level of staffing capacity. In addition, these partners must submit customer references that demonstrate successful projects along with implementing a yearly customer satisfaction study, meet a revenue commitment and pass technology and sales assessments. Founded in 1995, FMT […]
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, enhancement requests, technical issues, bugs, reporting requests, etc. It’s best to have a solid plan in place, whether that’s using an existing I.T. ticketing system or having dedicated staff. But the reality is that many companies don’t have the time and/or resources to put something in place until after the first critical user adoption period has passed. If users don’t adopt to the system initially, it makes it much harder to get them on board later on. One way to show your users that they’ll have the support they need is by creating your own […]
Scribe Insight: How to Implement Long Running Batch Jobs in Scribe
For organizations that use multiple systems, there often is a need to synchronize company data, such as accounts and invoices, between different systems. Scribe Insight is a powerful and viable integration tool designed to save organizations from complex and often costly custom integrations. With the intuitive visual tools available in Scribe Insight you can quickly build, maintain and add integrations without having to write much code, if any at all. We were recently asked by a client to mass update the statuses on invoices in Microsoft Dynamics CRM Online from Dynamics GP. The number of invoices that needed to be updated every day was in the tens of thousands. We found limited documentation on how to run long batch jobs in Scribe and decided to write this article to provide guidance on best practices for integrating a large amount of data. There are various ways you can implement the integrations to […]
Should I Upgrade to SQL 2012?
Microsoft recently released the latest version of SQL Server (“Denali”) 2012. With every new SQL Server release, hundreds of new features and improvements are added, and this is a major one! Enhancements can be found throughout the product, across all components including the Database Engine, Analysis Service, SSIS, Reporting and Master Data Services. Like previous releases, SQL 2012 brings along faster performance, great availability, improved data exploration, more consistent data, and optimized productivity. So what does all this mean? And more importantly, should you upgrade? The new release of SQL Server comes with many new and cool features. So many that it is outside the scope of this article to go through them all, but here are a few highlights: Always On: A new feature that improves database mirroring allowing you to fail over multiple databases instead of individually.  SQL Server Data Tools: SQL Server Management Studio now runs in […]
FMT Consultants, LLC Named to 2012 Microsoft Dynamics President’s Club
We are proud to announce that FMT Consultants has been named to the 2012 Microsoft Dynamics President’s Club. This achievement is a direct result of FMT Consultants’ outstanding dedication to customer satisfaction through the delivery of innovative business solutions. The Microsoft Dynamics President’s Club honors high-performing Microsoft Dynamics partners with commitments to customers that are reflected in their business success and growth. This prestigious group represents the top 5 percent of Microsoft Dynamics partners worldwide. Membership is granted based on their continual, committed efforts aimed at offering solutions that meet the needs of their customers. This acknowledgment came during the Microsoft Worldwide Partner Conference (WPC), the company’s annual premier partner event, which took place this year in Toronto. WPC provides Microsoft Corp.’s partner community with the largest opportunity to learn about the company’s road map for the upcoming year, establish connections, share best practices, experience the latest product innovations and […]
FMT Consultants Chairman of the Board, Tom Gildred, Awarded Entrepreneur of the Year 2012
San Diego, California, June 25, 2012 - Ernst & Young LLP recently announced that Tom Gildred, Founder and Chairman of the Board of FMT Consultants, received the Ernst & Young Entrepreneur Of The Year® 2012 Award. The award recognizes outstanding entrepreneurs who demonstrate excellence and extraordinary success in such areas as innovation and personal commitment to their businesses and communities. Gildred was selected by an independent panel of judges, and the award was presented at a special gala on June 13, 2012 at The Hyatt Regency Aventine, La Jolla, CA. “I would like to congratulate all the winners and thank them for their contributions to the city of San Diego and our economy. I’m very pleased to be part of this group of highly regarded CEOs who are focused on the success of their businesses and giving back to our community” said Tom Gildred. “It is an honor to be […]
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