How to 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 GP, Year-End Close

    [Video] Microsoft Dynamics GP Year-End Close

    Closing out the year can be a challenging exercise that even the most seasoned accountants face with some apprehension. Watch this Microsoft Dynamics GP year-end close video to run through a winning approach for the big event!   <span data-mce-type=”bookmark” style=”display: inline-block; width: 0px; overflow: hidden; line-height: 0;” class=”mce_SELRES_start”></span>  Hopefully, this video helped you learn…

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  2. NetSuite

    6 Simple Steps for Building Customizations for NetSuite

    While NetSuite is an excellent ERP application that can handle most situations your users will throw at it right out of the box, there may be times when your business needs a little bit more than the standard features. Luckily, to add to its already awesome arsenal, NetSuite allows users to create their own custom…

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  3. Fully Applied Documents, Checks, Printing, Microsoft, Dynamics GP, How to, step by step, instructions
    Microsoft Dynamics, Microsoft Dynamics GP

    How to Process Fully Applied Documents for Vendors in Dynamics GP

    Many Dynamics GP AP users complain about seeing old fully applied documents on the check stubs as they print a check for a vendor. What these users might not know, however, is that solving this common complaint is as easy as processing an old fully applied document through a regular check batch and posting it…

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  4. Microsoft Dynamics CRM

    How to Change a Lead’s Contact Name to Company Name in Dynamics CRM 2016

    NO CODE OR WORKFLOW NEEDED! Oftentimes Microsoft Dynamics CRM users have the need to see their leads as Companies instead of a Primary Contact Name. Out of the box, Dynamics CRM doesn’t offer the ability to change the view to a company name, however, there is a workaround to achieve the desired capability without needing…

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

    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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