Microsoft Dynamics 365 Archives - FMT
Business Central and Auditing Changes
Auditing changes in Microsoft’s Dynamics 365 Business Central, like with any ERP, is fundamental to ensuring compliance. In this blog, we’ll take a look at the differences between the 2 tools that you can use to audit changes in Business Central. The first is native functionality, and the other is an app that you can add-on. By the end, you’ll have a solid idea of how these options can help you audit changes in your ERP. Let’s jump in! Business Central Change Log The Change Log functionality is built-in to Business Central. It’ very simple to setup and get going in it. Putting you’re controls in place quickly. The Change Log can track changes when a value is inserted, modified or deleted from a field. It also provides a nice viewable log with the user id, date/timestamp, before and after values as well being exportable to excel. The actual process […]
Dynamics 365: 2019 release wave 2 plan
The release plan (formerly release notes) for the 2019 release wave 2 describes all new features releasing from October 2019 through March 2020 for Dynamics 365. You can either browse the release notes online or download the document as a PDF file. New for wave 2: The Power Platform (PowerApps, Microsoft Flow, and Power BI) features coming in the 2019 release wave 2 have been summarized in a separate release plan. 2019 release wave 2 overview The 2019 release wave 2 for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. The enhancements to Dynamics 365 applications include hundreds of new capabilities across the business process applications: Sales Marketing Customer Service Field Service Project Service Automation Finance and Operations Talent Retail Business Central The 2019 release wave 2 enhances artificial intelligence capabilities to help organizations accelerate their transformation of customer […]
New CRM Features in Dynamics 365 July 2017 9.0 Update
With the new Dynamics 365 July 2017 9.0 Update, Microsoft has rolled out several exciting new features and enhancement for CRM. In this article, we will review 3 of these features which can improve you Dynamics CRM: Unified Client Interface, LinkedIn Sales Navigator, and the Multiselect Option Set. 1. Dynamics 365 Unified Client Interface With the new Unified Client interface, users will be able to have a single experience across all different UI’s like Web, Mobile, Outlook & Tablet! This UCI will be rolled out first to the Business Edition & later on for the enterprise Edition! The idea behind this is that the era of web vs. mobile is over and now the UI will adapt to the screen in use. You will also have the same customization options in each. Content will be presented in a way that will reflow […]
Autosave Feature in Microsoft CRM
Back in 2013, Microsoft added a nifty Autosave feature to CRM 2013 during the Polaris or UR 12 release for CRM which is still here today in Microsoft Dynamics 365. How does it work? Essentially you don’t have to manually save your work anymore! Instead, every 30 seconds after a field changes and if you’re still on the form, the record is automatically saved to the server. The only time you will ever need to manually save a record again is when you first create it! Afterward, you never have to click on any save button ever again. Now you’re all wondering how one might add this Auto Save functionality to your Dynamics 365 CRM. Just follow these two simple steps: Go to the Dynamics 365 Menu and navigate to Settings > Administration > System Settings Under the General tab, on the first line, you will see “Enable autosave on […]
[Video] Nurture Leads & Build Customer Loyalty with Marketing Automation
The relationship between buyers and businesses are changing, engaging your prospects at every stage of the buying cycle is now essential to closing more deals. Watch this video to discover how you can deliver customized, memorable experiences and start turning every lead into a loyal customer with marketing automation. We'll explore: What is it and who uses it Why marketing automation is an essential tool How to shorten your sales cycle with marketing automation If you want to learn more about how your organization can take advantage of marketing automation to help you keep prospects and customers better engaged, feel free to reach out to us by submitting the form below. We'd love to hear from you!
[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 (CRM) and SharePoint. In this video… Discover how you can store and manage documents in SharePoint—providing external users access to collaborate on the documents View documents within the context of a record in Microsoft Dynamics 365 Explore rich features such as enterprise search, custom folder hierarchy, and auto site provisioning. As your local Microsoft Partner, FMT Consultants can help you combine the customer management capabilities in CRM and the information management capacity of SharePoint. You’ll gain a complete view of your customers and their business documents, without having to jump between systems.
Task Automation – Microsoft Flow and Smartsheet
Task Automation is today’s need, to save an Organization’s precious time and resources. Task Automation allows the use of various systems and technologies to reduce the amount of human intervention to complete a task or a process. Microsoft Flow is a cloud-based tool that allows users to create and automate tasks and workflows across applications and services. Automation happens behind the scenes and thus requires minimum or none interaction from users. These automated tasks and workflows are called “Flows”. Microsoft Flow, like other Automation Services, do one most of the simplest thing: they create cause and effect links between various services and applications we use. IFTTT (If This Then That) is one example of such Task Automation service available today. Flow’s strength is its integration capabilities with Microsoft Apps and Services, like Office 365, SharePoint Server and Dynamics 365. Currently, Microsoft Flow offers 131 Services and Apps, which we can […]
Still on Microsoft Dynamics CRM 20something?
If your organization is currently running an on-premise or hosted CRM deployment, it’s seriously time to start planning the move to Dynamics 365 on the Microsoft Cloud. Here are three reasons why the cloud version of CRM makes sense for you: You don’t want servers anymore If you’ve ever stood up an on-premise version of CRM before, you know that you’ll need at least a SQL Server and a Windows Application Server. The supported versions of SQL or Windows Server range from 2008R2 to 2016, you need to create service accounts for things like the VSS Writer Service and the Async Service—not to mention you’ll probably need the E-mail Router and Reporting Server Services set up. I haven’t even mentioned a single Account or Customer yet and there is already all this complexity that needs to be managed. With Dynamics 365, an organization can be provisioned literally in minutes and […]
The Future of Technology: Recapping Days 1 and 2 of Microsoft Ignite
Here at FMT we’ve been eagerly awaiting the week of Microsoft Ignite and it’s finally here! A lot has happened during the opening days of Ignite this year, but don’t worry we’ve got a whole team of folks at the event gathering up information. All this week they’ll be learning about the latest technologies that are helping businesses achieve greatness and we’ll be sharing that knowledge with you here. Let’s do a quick roundup of some of our favorite things we learned during days one and two. Day One Microsoft Wants You to be Secure During day one of the event, many announcements focused on how Microsoft is going to improve security across its applications. Based on what we learned, it’s clear that Microsoft values its customer’s data and is constantly working to help ensure it is kept safe. Some of the developments we’re most excited about include: Office 365 […]
4 Dynamics 365 Features That Make Managing Your Business a Breeze
Here at FMT we’re excited about the upcoming release of Dynamics 365 for Financials this fall, and want to share a sneak peek of some of the features that are going to make managing your business a breeze! Dynamics 365, formerly Project Madeira, is Microsoft’s newest line of Dynamics business solutions. Customizable, mobile, and affordable, Dynamics 365 will help you do more without breaking your budget. In this blog, we’ll cover four of our favorite features from the public preview of Dynamics 365 that are sure to help make managing your business simple. 1. Simple Navigation One of our favorite things about Dynamics 365 is how simple it is to navigate to the information you need. From the home screen, you can easily access common tasks like creating quotes, orders, and invoices by simply clicking a tile. The home screen also provides real-time performance metrics for your business—so you can […]
6 Reasons Why You Don’t Want to Miss Our Online Conference—nVerge in the Cloud!
Here at FMT we’re busy getting ready for our free online technology conference nVerge In the Cloud! nVerge in the Cloud is where we share the latest technology trends and insights into the future direction for NetSuite, Microsoft Dynamics, SAP Business ByDesign, BI solutions, Office 365, and more! This year, our agenda is packed with some great sessions that will help you get the most out of your current or future technology investments. Still not convinced that you need to attend? Here are 6 compelling reasons why you should hurry and sign up. 1. Experience the Latest and Greatest in Business Solutions At nVerge this year we’ll show you all the latest and greatest solutions that will help you take your business to the next level. This year we’ve even got a special sneak peek at Microsoft Dynamics 365, formerly known as Project Madeira. You won’t want to miss this exclusive […]
Revolutionize Your Business Processes with Microsoft Dynamics 365
Microsoft wants to help you transform your business. In the recent months, we’ve been getting excited about Microsoft’s plans for the future of its Dynamics business solutions. Today, we’d like to share that excitement with you. At Microsoft’s World Partner Conference this past month we gained a lot of valuable information about Dynamics 365, formerly Project Madeira, and how it will help organizations streamline finances and operations in an integrated business solution. In this blog post, we’ll go over what we know about Dynamics 365, how your business can benefit from it, and how Microsoft plans to revolutionize the way your business operates. What is Microsoft Dynamics 365? Dynamics 365 is Microsoft’s way of helping you manage all your business operations from finances to marketing in one affordable, easy to use, cloud-based system. Bringing together the best of Microsoft Dynamics ERP and CRM cloud services, along with a wealth of […]