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Preview: New Features in Microsoft Dynamics CRM 2015
Register now for our Dynamics CRM 2015 events in February 2015! Microsoft released the latest version of its robust Customer Relationship Management solution, Dynamics CRM 2015, in December, 2014. This page highlights some of the new key features and enhancements of Microsoft Dynamics CRM 2015. Download the Preview Guide as PDF here: Download Marketing Business Context – The world is changing and it is impacting how companies need to engage with customers. Customers are 57% of the way through the buying cycle before they engage with you. Marketers, more than ever, need to be there every step with the customer, ensuring that when the customer does reach out, sales, marketing and the customer are all on the same page. Marketing owns more of the customer journey than ever before, so they must engage customers in new ways, across new channels in a personalized, relevant way. At the same time, marketers […]
New System-Wide Features in Microsoft Dynamics GP 2015
Below you'll find more details on the new system-wide features and product enhancements for Microsoft Dynamics GP 2015: Services Based Architecture The Service Based Architecture changes the way you think about integrating or building applications that use GP functionality. Unlike the previous services model that provided a limited set of operations and was challenging to extend or modify the new architecture provides a developer with the ability to access any sanScript based functionality within core or third party dictionaries. Developers can utilize prebuilt operations or create their own using the familiar sanScript language and then expose those operations through a REST based API. The new architecture secures communications for access to operations through the new Identity Management functionality authenticating users with either Windows or O365 (Azure AD) Identities. The operations themselves are included in the GP security model just like forms and reports so you can assign access to tasks […]
New Distribution Features in Microsoft Dynamics GP 2015
Below you’ll find more details on the new distribution features and product enhancements for Microsoft Dynamics GP 2015: Edit E-mail for Historical Documents In Microsoft Dynamics GP 2015 when you want to send an e-mail for a historical document you can add additional e-mail addresses and choose which e-mail addresses you wish to send to. On Navigation Lists, you can mark a group of historical documents and e-mail them to a different e-mail address. So, if a customer wants a copy of a number of invoices, you can mark them, and e-mail them to the specific address. Edit E-mail Detail is available for Receivables statements, Sales Order transactions, Purchase Orders and Payables remittances. Payables warning when Open PO A new warning message has been added to the Payables Transaction Entry form to prompt the end-user if they attempt to post or save an invoice for a vendor that already has an […]
New HR and Payroll Employee Self-Service Features in Microsoft Dynamics GP 2015
Below you’ll find more details on the new HR, payroll and employee self-service features and product enhancements for Microsoft Dynamics GP 2015: Project Employee Expense Report and Workflow Project Accounting employees can create expense reports for any projects to which they are assigned. Employees can also be set up to allow delegates to enter expense reports on their behalf. Workflow approvals and task assignments are defined for expense reports; workflow actions are executed on the documents from the Expense Entry window or from the Navigation lists. Employee Profile and Employee Skills and Training The new Employee Profile window in Microsoft Dynamics GP 2015 allows employees to view and/or update their personal information including Address/Phone Numbers, Emergency Contacts, Dependents, and Position History. This is an extension of the Employee Self Service functionality. Employees maintain their Education and Tests in the Employee Skills and Training window and view their Skills and Training […]
New Business Intelligence (BI) Features in Microsoft Dynamics GP 2015
Below you’ll find more details on the new system wide features and product enhancements for Microsoft Dynamics GP 2015: SmartList Designer Excel Refreshable Reports This feature will enable users to create refreshable Excel reports using SmartList Designer. Reports created from SQL views may be published to the Excel report library. By publishing a refreshable report, the user can open the report in Excel and the data will always be up to date. Support for Management Reporter Content in Business Analyzer This features enables users to add Management Reporter content to the Microsoft Dynamics Business Analyzer app. Users may add any Management Reporter report to the app start page that they have permission to. Once added, they may take the action to view the report in the Management Reporter HTML viewer. Business Analyzer Cross Platform This features enables tablet users on Windows, iOS or Android to install and use the Microsoft […]
The Top 7 Microsoft Dynamics GP Reporting Options and When to Use Them
Microsoft Dynamics GP is a comprehensive accounting/ERP solution designed to help you streamline and unify all parts of your business while providing you with enhanced visibility into your company’s financial data. Many companies running Dynamics GP, however, are far from utilizing the reporting capabilities in GP and are often struggling to pull out critical data and reports when needed. This blog provides an overview of the most common reporting options in Dynamics GP as well as the situations in which they are most useful. Option 1: Inquiry Windows & Lists Though Inquiry Windows cannot be used to create actual reports, they are still worth mentioning as it is one of the most common ways of retrieving information from Dynamics GP. Every module has a series of Inquiry Windows which can be used to instantly view data in the system. Inquiry Windows are unique in that they display pertinent information to the […]
Video: Power BI for Microsoft Office 365
This video explores how Microsoft Power BI can help empower your users to find relevant information, pull data from multiple sources and prepare compelling business intelligence models for analysis, visualization and collaboration. You'll learn how to: find, explore and compile data from multiple sources with Excel and Power Query build flexible models utilizing Power Pivot's in-memory analytics use Power View and Power Map to create informative dashboards and interactive visualizations share your data and collaborate with your team using Power BI Sites take Power BI on the road with mobile access   The video was recorded on November 20, 2014 by Jeff Fenn, Practice Manager for BI and Development and Aaron Rumford, Business Intelligence Developer. Please contact FMT Consultants for more information about Power BI and Microsoft Office 365.
FMT Consultants Achieves a Microsoft Silver Application Development Competency
FMT Consultants earns distinction through demonstrated technology success and customer commitment. San Diego, CA, November 21, 2014 - FMT Consultants, a leading Southern California Microsoft Partner and technology consulting firm, today announced it has achieved a Silver Application Development competency, demonstrating its ability to meet Microsoft Corp. customers’ evolving needs in today’s dynamic business environment. To earn a Microsoft silver competency, partners must successfully demonstrate expertise through rigorous exams, culminating in Microsoft certifications. And to ensure the highest quality of services, Microsoft requires customer references for successful implementation and customer satisfaction. Since 1995, FMT Consultants has been partnering with emerging to mid-sized companies to increase profitability through innovative and efficient use of technology solutions. FMT Consultants leverages the expertise of 50+ passionate technology experts, a dedicated, in-house customer service team and a wide array of software applications, including Microsoft Dynamics GP, Dynamics CRM, Microsoft SharePoint, Office 365, SAP Business ByDesign […]
A Quick Introduction to Business Process Flows in Microsoft Dynamics CRM 2013
What are Business Process Flows? Business Process Flows in Microsoft Dynamics CRM 2013 are a new and powerful addition to the Processes section that helps visualize the necessary steps in a business process. From MSDN: A business process flow guides you through various stages in the business process, from start to finish. …..The process flow will tell you where you are in the process, where you came from, and what to do next. You are able to continuously monitor your own progress.  Source: http://msdn.microsoft.com/en-us/library/dn481586.aspx Creating/Modifying Business Process Flows As business process flows are an out–of-the-box construct in CRM 2013, it is quite simple to create or modify a business process flow. The easiest way to view all business process flows is to first select Settings on the command bar, then Processes from the sub-options in settings. Then you will be able to change the view of the processes to Business […]
Business Process Flows in Dynamics CRM 2013: Hiding/Showing a Section Based on the Current Stage
Business processes in Microsoft Dynamics CRM 2013 are great out-of-the-box, but there are also a few things that we can do in terms of extending the functionality of the stages with some customizations. In this blog I'll show how to conditionally hide/show a business process flow section based on the current stage. For example, let’s say that for some business process flows, before entering information on a new lead you want to validate that this lead does not already exist in CRM as an account or contact: To drive home this point to your end users, on the lead form, you will not show ANY sections unless this stage has been addressed. Therefore, if you are in the “INITIAL” stage as shown above, then nothing should be visible on the lead form until you progress to the next stage (in my example the stage name is GATHER). Here is how […]
Using Out-of-the-Box Field Level Security to Apply Security to Business Process Flows in Dynamics CRM 2013
Business processes in Microsoft Dynamics CRM 2013 are great out-of-the-box, but there are also a few things that we can do in terms of extending the functionality of the stages with some customizations. In this blog I'll show how to use out-of-the-box field level security to apply security to business process flows in CRM 2013. Hiding and showing a section is a good way to limit your end users to be working with only the fields that they need access to, but we can apply out–of-the-box field level security to business process flows as well. Let’s say you wanted to add a Boolean field called something like Progress to the first step, and only certain users could be allowed to change the value of Progress from No to Yes. What you would do is: 1. Create a new Boolean field that is enabled for field level security: 2. Create a […]
NetSuite Video: SuiteCommerce (Session 2 of 2)
This NetSuite training video provides a thorough overview of NetSuite SuiteCommerce and covers a wide range of topics including: Leveraging the power of SSP: What is SSP and Backcone.js? How is it used in Netsuite and how does it interact with Netsuite’s SuiteCommerce platform? Reference Checkout: General walk-through Reference Checkout Development Files Simple Customization My Account: General walk-through Watch the first part of the series here. This video was recorded on June 17th, 2014 by Ilija Budimir, Senior NetSuite Consultant at FMT Consultants. For more information and assistance with NetSuite, please contact FMT Consultants. Posted by: Jakob Bechgaard
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