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SCARED of a Sloppy Sales Syndrome Relapse? Find the Cure Using Dynamics CRM Online
Just when you thought you had your work life organized, a new quarter starts and you’re buried with new leads, ongoing tasks with current clients, and the grueling search for new opportunities. Sloppy Sales Syndrome strikes again. On top of dealing with your own workload, the pains of postponing the sales cycle while waiting for deliverables from other resources on your team can be frustrating. But why wait for other people to assist you when you can be proactive and speed up the sales cycle on your own? In this blog, we’ll share 3 tricks that will help you take control of your opportunities using Microsoft Dynamics CRM Online. 1. DocuSign: Automated Document Delivery How often do you hear a client use the excuse, “My boss is out of the office and can’t sign your agreement until he returns?” With the new DocuSign CRM add-in, you can leverage automated templates […]
Summit16 Day 3: Knowledge is Power
FMT has learned a lot at Summit16 this year, but we’re not done! We spent Day 3 attending many different educational sessions. In today’s update, we’ll give you a quick overview of what we learned. Project Service: Lifecycle from Sales to Service Deployment Microsoft now offers a solution to manage the entire lifecycle of their client-facing services projects within its CRM platform. CRM Project Service extends the Dynamics CRM platform to enable it to function as a single system of engagement for sales, project delivery, resourcing, and billing activities. Project service capabilities in Microsoft Dynamics CRM provides an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Additionally, Project Service facilitates collaboration on projects across the entire enterprise. Customer Insights Powered by Dynamics 365 and Cortana Intelligence Dynamics 365 and Cortana Intelligence bring together all interactions that a customer has […]
Summit16 Day 2: CRM Smack Talk Comes to the Workplace
FMT is at Summit16 this year and Day 2 showcased just as many exciting developments as Day 1. If you missed our first news roundup of Summit16 don’t worry, you can find it here. Education It’s no surprise that Microsoft is continuing its vision to bring technology to the education experience. After all, they’ve been championing students and teachers everywhere for a while now. Day 2 saw the promise of continuing this effort with new tools and features that simplify and enhance the teaching and learning experience. Gamification Fostering “Smack Talk” at Work CRM will now have a “gamer’s view” where managers can create teams and allow them to compete while CRM tracks and shows their progress. These contests come with sports and game like templates such as a basketball court, customizable uniforms for team members, and more. Generation gap bridged! CRM Marketing CRM is in the process of refreshing […]
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 […]
Office 365 or Google Apps? What’s the Best Cloud Productivity Suite?
Choosing between Google Apps and Microsoft Office 365 for your productivity suite can be one of the most difficult decisions you make for your company. After all, with the emotion that goes into the Google versus Microsoft debate, something as simple as choosing a cloud-based productivity suite can quickly cause rifts between co-workers the size of the Grand Canyon. In this blog, we’ll take a look at the pros and cons of these products to help uncover the answer to the question, "Office 365 or Google Apps?" 1. Pricing Both Microsoft Office 365 and Google Apps have pretty straightforward pricing plans. However, the two products begin to differentiate themselves when you look closer at what you’ll get for your money. Office 365 offers several different business and enterprise plans, but we’ll look at the 3 most standard options: Business Essentials for $5 per month, Business for $10 per month, 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 […]
FMT Consultants Achieves Microsoft Gold Cloud Productivity and Gold Collaboration and Content Competencies
FMT Consultants continues to demonstrate market leadership and expertise by achieving Microsoft Gold Cloud Productivity competency as well as Gold Collaboration and Content competency. September 26, 2016 - San Diego, CA  FMT Consultants, a seasoned San Diego and Los Angeles based provider of integrated business management solutions and information technology services, today announced it has attained the Microsoft Gold Cloud Productivity competency and Gold Collaboration and Content competency. Attaining the Microsoft Gold Collaboration and Content competency demonstrates FMT’s ability to assist customers in maximizing their efficiency and developing more profitable businesses using Microsoft SharePoint technology-based solutions. The Microsoft Gold Cloud Productivity competency recognizes FMT’s best-of-breed Office 365 deployment capabilities, as well as their commitment to helping customers gain the full benefits of Microsoft’s cloud-based productivity solutions. With these new additions, FMT now boasts four Microsoft Gold Competencies and two Silver Competencies. Previously, FMT had obtained a Gold Enterprise Resource Planning […]
Break Up with Your On-Premise Server, Fall in Love with Azure!
Dear on-premise server: It’s not you, it’s me. I need more stability, the ability to grow, and I want more money in my wallet! I’m breaking up with you and moving on… While some breakups are difficult, some breakups are needed. The computing world is moving on, and if you don’t break up with your on-premise server, it might soon break up with you. On-premise servers suffer from failing software and hardware, inability to provide services to meet your customer’s demands, and more. Don’t wait for your server to break up with you, move on to Microsoft Azure. Why Azure? Microsoft Azure provides an enterprise-grade cloud platform that you can use to get up and running quickly, thus immediately improving your bottom line. Your ability to easily and quickly spin up new projects, move old infrastructure, and be dynamic in your decision making can give you a powerful tool at your disposal. With […]
10 Reporting Options for Dynamics GP 2016 and When to Use Them
Microsoft Dynamics GP is a comprehensive accounting/ERP solution designed to help you streamline and unify all the different parts of your business. Dynamics GP provides you with enhanced visibility into your company’s financial data making it easy to make decisions quickly and accurately. Many companies running Dynamics GP, however, are just scraping the surface when it comes to utilizing the software’s reporting capabilities. At times, this means they often struggle to pull out critical data and reports when needed. This blog will provide an overview of the most common reporting options in Dynamics GP as well as the situations in which they are most useful. 1. "Out-of-the-box" Reports There are a number of pre-built reports that can be run in order to view common Financial and Systematic Reports. The data presented in the reports can be filtered, but the organization of the data is difficult to modify, limiting the visual […]
New Features in Microsoft Dynamics GP 2016
Microsoft’s Dynamics GP has been a staple of business management solutions for a while, and it just keeps getting better. With the newest version, Dynamics GP 2016, Microsoft has taken a big step towards creating the ultimate user-friendly, efficient ERP system. In this post, we’ll cover the newest features included in GP 2016 so you can be sure you don’t miss a thing. The Switch to HTML5 The biggest and most exciting change that comes with Dynamics 2016 is the new web client. Previously, the GP web client was powered by Silverlight, but with this new update Microsoft has made the switch to HTML5. So what does this mean for you? By switching to HTML5, the GP web client is more agile and has improved accessibility. HTML5 also allows GP to finally become browser and device agnostic. This means with the new client you can log in from anywhere using […]
How to Take Your Office to the Cloud with Office 365
We know that living in today’s world you need to be able to do business whenever and wherever you are. From checking email to collaborating on projects, today’s professional is constantly juggling a work-life balance. The good news is that Microsoft’s Office 365 is here to help! Why should I make the switch to Office 365? You can provide your team with the tools they need to work anytime, anywhere, on any device by moving your familiar Office productivity applications to the cloud. Whether you’re working online or off, from your computer, tablet, or phone, Office 365 has you covered. You can access your files, email, calendar, and more from anywhere you can access the internet. Office 365 also keeps itself up to date, so you can be positive you’re always working with the latest and greatest versions of Word, Excel, PowerPoint, and more. What’s included in Office 365? Office […]
How to Add Completed or In-Progress Buttons to Workflows
Workflow task actions have been changed in SharePoint 2013 designer. Although you will not find an action to assign a to-do item in SharePoint designer, there is a workaround to achieve the desired functionality. This blog will show you how to add completed or in-progress buttons to workflows. Add a new content type Go to site settings. Click on “Site Content Types” Under Web Part Galleries. then Click on Create. First, you need to add a new content type with a similar parent content type i.e. Workflow Task (SharePoint 2013). Give your content type a name. Then under the parent content type section select “List Content Type” from “select parent content type form” and then “Workflow Task (SharePoint 2013)” for “parent content type” under List Content Type then hit ok. Add a column to content type add a new site column to the newly created content type by clicking on […]
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