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FMT Consultants Joins NetSuite Solution Provider Program
Leading ERP and CRM Consulting Firm to Offer NetSuite’s Cloud-Based Business Management Suite to Companies Moving to the Cloud San Diego, CA – May 14, 2014 – FMT Consultants, a leading reseller and certified consultant of mid-market ERP and CRM platforms, today announced that it has joined the NetSuite Solution Provider Program. The partnership with NetSuite, the industry’s leading provider of cloud-based financials/ERP and omnichannel commerce software suites, adds NetSuite’s cloud business management solution to FMT Consultants’ existing ERP service offerings from Microsoft and SAP. FMT Consultants can offer its vertical domain expertise and deep knowledge in software implementation and customization and NetSuite’s cloud suite to its mid-market customers in the manufacturing, distribution, healthcare, life sciences and professional services industries. “We are very excited to join the NetSuite Solution Provider Program and broaden the scope of our solution offerings. Lately, we have been seeing a tremendous interest for integrated cloud-based […]
Seamless NetSuite to MailChimp Integration with Cazoomi
Although NetSuite is known for its great Marketing and CRM tools, many businesses are used to creating their email blasts and campaigns with MailChimp. MailChimp is an email marketing tool used to create, send and track email campaigns. It is extremely easy to use and it provides a wealth of great email templates that will look professional in almost any email client. Cazoomi is a third party cloud solution provider that is now providing an integration/synchronization between NetSuite and MailChimp. Syncapps, by Cazoomi, is the solution that allows you to sync your Contacts, Leads or Customers in NetSuite with your MailChimp Campaign lists. The following article explains how to setup and configure your MailChimp account with SyncApps. To reap the full benefits of the instructions below, you need to have some experience with MailChimp, have Administrator rights of your NetSuites Instance and have registered with Syncapps here: https://syncapps.cazoomi.com/pricing-emailmarketing#syncapps Part 1: MailChimp […]
Video: NetSuite Product Demo - Lead to Cash
The video provides a broad overview of NetSuite and demonstrates a wide array of the built in features and capabilities including: Capturing Website Leads Lead to Order Order to Cash Reporting and Dashboard. The video was recorded by Paul Clayton on May 13th 2014. Contact FMT Consultants today to learn more about NetSuite.   Posted by: Jakob Bechgaard
Microsoft Dynamics CRM Online Pricing and Features – What’s New in 2014
What’s New with Microsoft Dynamics CRM Online? During Microsoft Dynamics Convergence in Atlanta in March 2014, Microsoft unveiled a great deal of exciting new products, soon to come features and new licensing options for Microsoft Dynamics CRM Online. Some of the major highlights announced were: Microsoft Dynamics Marketing A brand new, end-to-end marketing automation solution including campaign management, email marketing, lead nurturing, marketing list management, assets and media management, marketing budgeting, marketing analytics, ROI and reporting, and much more. Learn more Microsoft Social Listening A new CRM feature providing powerful insights into social media channels like Facebook, Twitter and LinkedIn, and allowing marketers and sales reps alike to track products, brands, competitors and marketing campaigns across the social web. Learn more Parature With the acquisition of Parature, Microsoft brings enhanced customer service capabilities to Dynamics CRM, including features such as a self-service knowledgebase, live chat, case management, social care and […]
Decrypting Microsoft Dynamics GP eConnect Stored Procedures
On a recent project, I had to decrypt an eConnect stored procedure – something you typically never have to do when using eConnect. eConnect provides both Pre and Post procedures for modifying business logic before passing a transaction through eConnect to Microsoft Dynamics GP (I advise against modifying any Dynamics GP stored procedures as it may cause problems down the road with upgrades). In my case, I was working on an integration using SmartConnect to insert a payables transaction into Dynamics GP. (If you haven’t used SmartConnect before, it’s a terrific tool for creating quick integrations to GP from other sources including flat files, SQL, CRM etc.; but that’s a blog for another day.) It was a pretty straightforward integration using eConnect and leveraging the taPMTransactionInsert procedure. However, I was running into issues because of an error caused by code written by a previous consulting firm in the post procedure […]
Video: Unproductive Dynamics GP Habits and How to Get Rid of Them
The video discusses some of the most common bad Dynamics GP habits (and how to get rid of them), and covers a wide range of Dynamics GP best practices that will help you speed up your GP business processes, avoid common mistakes and ultimately, make your life as a GP user a heck of a lot easier. The topics of the video include: Enhancing internal control: batching vs. transactional posting, batch approvals, utilizing SmartLists to review un-posted data Optimizing business processes: posting to/through and closing sub-ledger periods Simplifying sub-ledger reconciliations: allow account entry setting, using separate GL accrual accounts and using the sub-ledger reconciliation tool The video was recorded on March 27th 2014 by Ryan Pekrul, Senior GP Consultant at FMT Consultants. FMT is a leading Microsoft Dynamics GP partner and consulting firm serving all of the US and Canada with a significant presence in San Diego County, Orange County […]
Microsoft Dynamics CRM Online Upgraded to 2013: Where Are My Related Activities?
If you’ve recently upgraded to CRM 2013 and haven’t merged your existing forms with the new forms, you might be wondering how to create activities with the ‘Regarding’ field already populated with your Accounts, Contacts, Leads, etc. In CRM 2013 it is easy to find the Quick Create button at the top of the form and by clicking it you can quickly create Tasks, Calls, Emails, etc. However, when the form opens you will have to manually select who the activity is for (e.g. fill in the ‘Call to’ and ‘Regarding’ fields”): Nowhere else on the form does there seem to be a place to create an activity, and you may ask yourself “Where is the equivalent of my ‘Add’ tab or related entity?” The reason you may be having difficulties is that you may be looking at your old customized form and not seeing the new form in CRM […]
Improving Performance with Access Teams in Microsoft Dynamics CRM 2013 – a How-to Guide
Introduction Access Teams is a new addition in Microsoft Dynamics CRM 2013 that brings along a new way to define privileges and permissions for entities in CRM. Prior to Microsoft Dynamics CRM 2013 (in CRM 2011), security roles were the only means by which privileges were defined for entities. These privileges— Create, Read, Write, Delete, Append, Append To, Assign, Share—were defined in configurations for Security Roles from a User level of access to an Organization level of access. Once security roles had been configured, they were then assigned to various users or teams where the privileges defined in the security roles would get additively applied. However, there are a couple of caveats with the previous implementation of security: Security roles defined privileges for an entire entity. Due to the cumulative effect of security roles, if a user has several roles and/or belongs to a team with a role, performance can […]
Business Intelligence Semantic Model – Creating Your First Tabular Model Project – Part 2 of 2
This blog continues from where I left off in Part 1 – “Creating Your First Tabular Model”. As covered in part 1 you'll need to meet the following requirements in order to create your first new tabular model project: Have an instance of SQL Server 2012 running in Tabular mode. Have SQL Server Data Tools (SSDT) – installed as part of SQL Server 2012. Microsoft provides different sample databases – the one I use in this blog is AdventureWorksDW2012 and can be found at http://msftdbprodsamples.codeplex.com/releases/view/55330. In part 1 of the blog series we created and deployed our tabular model using SQL Server Data Tools, and we created a simple report using Power View within Excel.     It’s a simple report. A very simple report. As promised in the last blog, I’m going to show you how to enhance it with some created measures, and you’ll learn how to make […]
Are You Considering an Upgrade to Microsoft Dynamics GP 2013? Here’s Why the New Licensing Model will Work in Your Favor
Need a reason to upgrade your current GP environment to GP 2013? How about getting a bunch of modules from Microsoft for FREE? Did you know that Microsoft is now requiring clients to upgrade to its latest Dynamics GP licensing schema, perpetual licensing, prior to upgrading to Dynamics GP 2013? This means that all current Microsoft Dynamics GP clients will have to have their current licensing schema (Professional, Standard, Business Essentials (BE), Advanced Management (AM), etc.) reviewed and then upgraded. So, why is this a positive thing? Because everyone that we have run through the licensing upgrade process has come out ahead. How so? In the past, figuring out the licensing costs, user privileges and modules included was quite the challenge. Depending on which licensing schema you were on, there could be three different types of users, and/or over 50 module options. If you were in the Standard or Professional Licensing […]
The Importance of a Solid SharePoint Methodology
Avoid Living in a “SharePoint Shack”! “Why would I pay a SharePoint consultant to implement something that is so cheap to buy?” When implementing Microsoft SharePoint, many organizations slap together the basics found in SharePoint Foundation 2013, maybe add some categories, provide some custom views, and tweak the User Interface to make it pretty. Basically, slapping together a “SharePoint Shack”. The shack “works” but falls far short of delivering the efficiencies and processes to provide measurable increases in productivity and other benefits. Any SharePoint solution should enable you to work with data and computers the way we do in 2014. Poor adoption rates and tools not matching up with the needs of specific stakeholders are the results of building something without proper plans. Whether an internal network administrator, or a SharePoint Consultant with not much more than a Microsoft Windows administration background, is tasked, without the critical phases, to develop […]
Microsoft Dynamics GP Year-End Closing Procedures: Solutions to Common Issues
It’s year-end season and there is no better time to discuss Dynamics GP year-end issues, and provide solutions to the most common Microsoft Dynamics GP year-end closing problems. In this blog I’m covering common errors experienced when attempting to close the G/L year in Microsoft Dynamics GP. In addition, I will supply a few helpful links to sites that I, myself, will reference from time to time. Before we cover common errors, I’ll briefly discuss the nuts and bolts of the closing process. Once you hit the ‘close year’ button on the year-end closing window, two major processes occur: The year is marked as historical and all entries marked with the year in question will be moved from the YTD OPEN table (GL20000) to the Historical table (GL30000). A year-end closing journal entry is created closing all Profit and Loss type accounts to designated Retained Earnings account(s). In addition, all […]
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