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Decommissioning On Premise Exchange 2010 and Office 365 Hybrid Environment
Late last year, Microsoft made changes to Office 365 which broke the ability to manage an Office 365 hybrid environment via Exchange 2010 management tools (the Exchange Management Console aka EMC). Most likely, this was due to the behind the scenes upgrade to Exchange 2016 underlying the Exchange Online offering in Office 365. In response to these changes, customers are decommissioning on premise exchange 2010 and Office 365 hybrid environments. This blog will drill into the changes that were made, how to plan for a hybrid decommissioning, and common questions that are asked. What’s changed? One of the great benefits of Office 365 is that Microsoft rolls out the latest and greatest server-side software to their cloud before they release it to the general public. But there’s a dark side to this practice when unforeseen consequences impact the Office 365 user base. If you migrated to Office 365 in the […]
Best Practices: Designing an Email Blast for Outlook 2016 with ClickDimensions
The new and improved features in Outlook 2016 aren’t the only things that have changed with this new update. Along with the awesome redesigned user interface, there are also slight changes in the way Outlook 2016 renders HTML emails. Ever since Outlook 2007, HTML and CSS have been rendered through Microsoft Word’s internal system. Due to certain HTML and CSS limitations in Word, some features are interpreted differently by Outlook 2016, compared to other email clients. If you are familiar with email marketing, you most likely know that your marketing emails are rendered differently across different email clients. And if you know that the majority of your email recipients are part of the 400 million Outlook users worldwide (if you are doing B2B email marketing, they mostly likely are), you may want to make a few changes to the way you design your emails. In this blog, we will be […]
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 […]
How to Connect to Office 365 and Exchange Online in Less Than 2 Minutes using PowerShell
90% of our clients type the following command lines highlighted in yellow each time they want to connect to Office 365 or Exchange Online via PowerShell: Office 365 Exchange Online If you regularly need to connect to Office 365 and Exchange Online either because the GUI doesn’t allow you to perform a particular task or because the feature you want to leverage is not available through the GUI, please follow the steps below to make the simultaneous connection to Office 365 and Exchange Online as simple and fast as a double click: Connect Simultaneously to Office 365 and Exchange Online At the root of your C drive ( C: ), create a folder named “Office365”. Within the “Office365” folder that you have just created, create a file named “HowToConnect.ps1” (the file name is up to you but the .ps1 extension is required) and copy/paste the following 5 command lines into […]
Solution to SharePoint 2013 Issue: Content Search Web Part Does Not Retain Properties When Creating a Site From a Custom Template
The Scenario Our goal was to have a reusable site template that could be used to provision a SharePoint site with pre-existing web parts via a workflow. We started by creating a team site, adding various web parts, libraries and custom metadata. We finished by creating a home page with a Content Search web part that would show the ten most recent documents across all libraries in the current site. We then saved this site as a template. Next, we instructed the workflow to create a new subsite using this template whenever an item was added to a list at the root site. But after populating documents on the subsite, we found that our web part was not showing document images properly. The issue can be seen in the image below. Problem & Analysis The SharePoint Content Search web part does not retain all of its properties when a site […]
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 […]
Experience Dynamics CRM, Dynamics Marketing and a Wide Array of Third Party Microsoft Dynamics Applications at nVerge 2014
nVerge 2014 is a one-day technology conference taking place on September 25th, in San Diego, CA. The conference focuses on the latest feature updates and trends for Microsoft Dynamics CRM, Dynamics Marketing, Dynamics GP, Microsoft SharePoint, Microsoft Office 365, Business Intelligence, Corporate Performance Management (CPM) solutions, third party software applications for the Microsoft Dynamics product line, hardware solutions and IT services. The nVerge 2014 agenda offers a combination of keynote and breakout sessions, presentations by premiere San Diego businesses, ongoing learning labs, a bustling expo floor, networking sessions, breakfast, lunch featuring a special presentation by Dale Carnegie of San Diego and post conference cocktail reception. See the full agenda here. The Dynamics CRM and Dynamics Marketing sessions at nVerge include: Build Your Pipeline with Microsoft Dynamics Marketing Microsoft Dynamics Marketing is the offspring of Microsoft’s acquisition of Marketing Pilot and was made available with the Dynamics CRM spring 2014 release. […]
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 […]
FMT Consultants Announces nVerge 2014 - a One-Day Technology Conference Focusing on Microsoft Dynamics GP, Dynamics CRM, Dynamics Marketing, SharePoint, Office 365 and IT Environments  
nVerge 2014 takes place on September 25th in San Diego, CA and offers a combination of keynotes, breakout sessions, learning labs, ongoing exhibition with software developers and IT service providers, networking sessions and a post-conference cocktail reception. San Diego, CA, July 29, 2014 - FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, announces nVerge 2014. nVerge 2014 is a one-day technology conference focusing on the latest feature updates and trends for Microsoft Dynamics GP, Dynamics CRM, Microsoft SharePoint, Microsoft Office 365, Business Intelligence, Corporate Performance Management (CPM) solutions, third party software applications for the Microsoft Dynamics product line, hardware solutions and IT services. The one-day conference offers a combination of keynote and breakout sessions, presentations by premiere San Diego businesses, ongoing learning labs, exhibition with IT service providers and independent software vendors, networking sessions, breakfast, lunch featuring a special presentation by Dale Carnegie of San […]
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 built. This article describes how to plan an effective Microsoft SharePoint 2013 based document management solution. The document management planning process consists of the following major steps: Identify Users The first step is to identify the users of an organization who interact with documents on a routinely basis. To identify these users, a comprehensive survey should be conducted to determine who creates documents and what types of documents they create. Furthermore, the survey should determine what roles the various users of a document have. These roles describe who creates documents, who reviews the documents, who […]
My Top 9 Microsoft Dynamics CRM 2013 Features
The following is a list comprised of my top 9 (in no particular order) favorite new features of Microsoft Dynamics CRM 2013. Throughout all my favorites, you will see that the individual user experience and choices among other benefits are pervasive. 1. Navigation A giant and very apparent difference between Dynamics CRM 2011 and CRM 2013 is navigation. The left navigation and ribbon menu are gone! In CRM 2013, without left navigation and no ribbon menu, all you have to do is click on any drop down to access the page you wish. With no ribbon, you’ll only see the commands related to the things you’re working on instead of a ribbon displaying everything - it’s all stripped down to just the few relevant commands.. Simple is good! 2. Auto Save No need to tap Save when you’re editing. Records are saved automatically when you create a new record or […]
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 […]
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