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FMT Consultants, a Leading Microsoft Dynamics GP Partner, Announces Complimentary Dynamics GP Year-End Close Training in Los Angeles and San Diego, CA in December 2015
The training sessions take place in Los Angeles on December 8th and in San Diego on December 9th and are designed to help Dynamics GP users ensure an efficient and successful year-end close process. Both sessions are eligible for CPE credits. San Diego, CA, November 5th, 2015 - FMT Consultants, a leading Southern California Microsoft Dynamics GP partner and consulting firm, is hosting two upcoming Dynamics GP year-end close training seminars, open and free of charge to all Dynamics GP users. During the training sessions, Dynamics GP experts from FMT Consultants will share best practices related to period-end and year-end processes, and cover closing procedures related to General Ledger, Accounts Payable, Accounts Receivable, Inventory and Payroll. Interested GP users can register online or by sending an email to achen@fmtconsultants.com. The Dynamics GP training sessions will take place on: Tuesday, December 8th, 2015, from 9:00-11:00 AM PST at the Microsoft Office in Los […]
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 […]
Video: New Features in Microsoft Dynamics GP (Great Plains) 2015
This video provides a broad overview of the new features in Microsoft Dynamics GP (Great Plains) 2015, including: Service based architecture New workflows Management Reporter integration options Intercompany functionality improvements Business Analyzer cross platform Fixed Assets year end close report Invoicing for the GP Web Client Improved employee self-service FMT Consultants is a Gold Certified Microsoft Dynamics GP (Great Plains) partner. Please contact us for more information about Microsoft Dynamics GP 2015.
Video: New Features in Microsoft Dynamics CRM 2015
This video highlights the new features in Microsoft Dynamics CRM 2015 including: Enhanced sales process automation New hierarchical visualizations Product management enhancements The new sales and marketing collaboration panel Mobile sales features Expanded case management functionality The many new marketing automation tools FMT Consultants is a leading Microsoft Dynamics CRM Gold Partner.
New in Microsoft Dynamics GP 2015: Project Employee Expense Reports
Tired of managing expenses on multiple platforms, logging in and out of Business Portal and PDK (Personal Data Keeper), followed by approving and recording the transactions into Dynamics GP? Microsoft Dynamics GP (Great Plains) 2015 now provides new features to help you centralize time entry and expense reporting - all within the Dynamics GP application. Historically, employees would manage their time entries and detail through business portal. Once completed, the user would submit their time for approval. A manager or reviewer needed to log in to PDK, which allowed them to review, alter and update the employee’s time entry. At this point, the import utility needed to be run in order to port the time to GP. As you can probably imagine, this is a cumbersome task. And having to manage multiple time sheets, applications, and logins to various applications can easily get confusing. With Dynamics GP 2015 employees can […]
How to Create Custom Records in NetSuite – Step by Step Instructions: Part II
Overview In the first part of this blog we demonstrated how to create and setup custom records in NetSuite. In this second part you will learn how to manipulate custom records and use them in the context of transactions. See part 1 of the blog series here: How to Create Custom Records in NetSuite – Step by Step Instructions: Part I If you recall, in our business scenario we said that: The webinars will be held once per week and after each webinar the list of the attendees and the webinar's rate / fee will be imported into NetSuite. Based on this information, we will be able to bill our attendees. When we bill our attendee we will mark that attendee as billed, so that we do not double-bill our clients. Also, we will link the invoices that were created to our attendee records for reference and reporting purposes. Step 1. […]
6 Frustration-Eliminating Tips for Microsoft Dynamics GP 2013 Report Writer
This article offers 6 time-saving and frustration-eliminating tips for Report Writer that will come in handy if you have been tasked to build or modify a report in Microsoft Dynamics GP. Tip #1- Make Sure to Back Up All Modified Reports! Here’s how to back up your reports: Open the Customization Window. You mush Highlight all Customized Reports in order to actually Export them for safekeeping. Save the .Package File in a common location, easy for other GP users to access later on. This tip is by far the most important one. If one file gets corrupted, it corrupts all other customized files. Losing all your customized reports build from scratch can easily be a $10,000 loss! Tip #2- 3 Quick Ways to Access Report Writer. There are a few different ways to access Report Writer: Option 1: The most common way is to click Tools > Customize > Report Writer […]
Leading Microsoft Dynamics GP Consulting Firm, FMT Consultants, to Demonstrate Microsoft Dynamics GP 2015 in Los Angeles and San Diego, CA
Southern California Dynamics GP partner, FMT Consultants, will be showcasing the new features and product improvements in Microsoft Dynamics GP 2015 in Los Angeles and San Diego on February 17 and February 19, 2015. San Diego, CA, January 15, 2015 – FMT Consultants, a gold certified Microsoft Dynamics GP partner, today announced its upcoming roadshows featuring two Microsoft Dynamics GP 2015 showcase events. Dynamics GP 2015 (formerly Great Plains) is the latest release of Microsoft’s robust and scalable accounting and Enterprise Resource Planning (ERP) solution designed for emerging and mid-sized businesses. The Dynamics GP 2015 demo sessions take place on: Tuesday, February 17, 2015 from 10:00 AM - 12:00 PM PST at the Microsoft Office in San Diego, located at 9255 Towne Centre Drive, Ste 400, San Diego, CA 92121 Thursday February 19, 2015 from 10:00 AM - 12:00 PM PST at the Microsoft Office in Los Angeles located at […]
Leading Microsoft Dynamics CRM Partner, FMT Consultants, to Showcase Microsoft Dynamics CRM 2015 in Los Angeles and San Diego, CA
Southern California Dynamics CRM consulting firm, FMT Consultants, will be demonstrating the new features and product enhancements in Microsoft Dynamics CRM 2015 in Los Angeles and San Diego on February 17 and February 19, 2015. San Diego, CA, January 13, 2015 – FMT Consultants, a gold certified Microsoft Dynamics CRM partner, today announced its upcoming roadshows featuring two Microsoft Dynamics CRM 2015 demo events. Dynamics CRM 2015 is the latest release of Microsoft’s robust and scalable Customer Relationship Management (CRM) solution designed for business of all sizes. The Dynamics CRM 2015 showcase sessions take place on: Tuesday, February 17, 2015 from 1:00-3:00 PM PST at the Microsoft Office in San Diego, located at 9255 Towne Centre Drive, Ste 400, San Diego, CA 92121 Thursday February 19, 2015 from 1:00-3:00 PM PST at the Microsoft Office in Los Angeles located at 13031 West Jefferson Boulevard, Ste 200, Los Angeles, CA 90094. […]
Year-End Closing Instructions for Microsoft Dynamics GP 2013 R2 and Free Download of Year-End Closing Manual
Closing the year can be quite the headache for a lot of Microsoft Dynamics GP users, and if done incorrectly it can cause serious system issues, data loss and lots of wasted time. FMT Consultants has created the 2014 Year-End Closing Manual for Microsoft Dynamics GP 2013 R2 to help you get safely through your Dynamics GP year-end close procedures. The training manual consists of 86 pages with thorough instructions, screen shots and checklists. The topics include: Backup of company database SQL maintenance Closing and creating fiscal periods Module closing order Inventory period-end and year-end closing Receivables Management period-end and year-end closing Payables Management period-end and year-end closing Fixed Assets period-end and year-end closing General Ledger period-end year-end closing Payroll period-end and year-end closing The manual is free and be downloaded here. Feel free to contact FMT Consultants should you have questions or need assistance with your Microsoft Dynamics GP […]
How to Create Custom Records in NetSuite – Step by Step Instructions: Part I
This is part 1 in a blog series of 2. See part 2 here: How to Create Custom Records in NetSuite – Step by Step Instructions: Part II Overview In NetSuite, Custom Records are essentially everything and anything. My bet is that whenever you need a process or a functionality that is not available in NetSuite out-of-the-box, custom records can help you! Custom Records are dynamic and customizable building blocks that allow you to create custom fields, lists and special links with other NetSuite records and transactions. Here are some advantages of using Custom Records in NetSuite: Advantages Description Flexibility and Interactivity Custom records can be almost anything. They are easy to format and configure. They can also be tied to almost any record in NetSuite. Highly Integrated When you create Custom Records, NetSuite will treat them like any record in the system. Each new record is assigned a standard form […]
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 […]
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