FMTFMT

Partner Archives - Page 2 of 4 - FMT

Search Archive
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 Features in Microsoft Dynamics GP 2015
Register now for our Dynamics GP 2015 events in February 2015!  Microsoft recently released Dynamics GP (Great Plains) 2015 - the latest version of its robust Enterprise Resource Planning solution for small to mid-sized businesses. Some of the highlights of the new release include: Expanded workflows to help streamline financial, purchasing, sales, payroll, and project expense related approvals. These new native workflows enable customers to quickly customize their solutions and accelerate business approvals. Single sign on through integration with Microsoft Azure Active Directory to help users work seamlessly across Microsoft Dynamics GP, Office 365, and other cloud-based applications. Service based architecture to lower the cost and time required for customers and partners to create and modify business solutions built on Microsoft Dynamics GP. Microsoft recently released Business Analyzer R7, a "companion" tablet application available from the Windows, iOS, and Android app stores. As part of Dynamics GP 2015 release, Microsoft […]
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 […]
New Financial Features in Microsoft Dynamics GP 2015
  Below you’ll find more details on the new financial features and product enhancements for Microsoft Dynamics GP 2015: Intercompany Journal Entry Inquiry In Microsoft Dynamics GP 2015, one of the improvements to intercompany functionality is the ability to view the intercompany distributions of a journal entry from another company. The Intercompany Journal Entry Inquiry window is added, allowing the user to see destination-company entries from the originating company, and originating company entries from a destination company. Having the Intercompany Journal Entry Inquiry window eliminates the need for users to switch between companies to view all originating- and destination-company distributions of an intercompany journal entry. All distributions can be viewed from one company. Void Intercompany Transactions In Microsoft Dynamics GP 2015, users will have the ability to void an intercompany journal entry, including entries posted in destination companies, by voiding the original entry in the originating company. This eliminates the […]
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 […]
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 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 […]
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 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 […]
Pre Go-Live Checklist for NetSuite Implementations
More often than not, NetSuite implementations face unnecessary challenges when there is no clear plan as to how the ERP solution and the environment will be delivered to the end users. Most of the time, the fault lies with the implementation consultants as it is their duty to understand their client's business, all relevant processes, assess all possible risks or pitfalls before the project execution phase, and finally create a plan or set of tasks that will lead the implementation to its final Go-Live phase. In this article I will discuss the final checklist of the tasks that must be duly completed before we can call an implementation a “success.” Although the checklist will vary from organization to organization, the order of tasks and their dependencies will typically follow the same pattern. Please note that this article assumes that you have completed the initial configuration of your NetSuite account, and […]
1 2 3 4
©
2021
 FMT Consultants, LLC.
|
Privacy Policy
X
FMT

Contact Us

X
FMT

Newsletter Sign-up

menu linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram