Summit Magazine Summer 2010
The Summit is a quarterly publication for users of Microsoft Dynamics GP and/or Microsoft Dynamics CRM.
Content
2010.2
the
A quarterly publication of Summit Group Software
Summit
In this issue:
Competitive Advantages with CRM
GP 2010 Management Reporter
CRM and SharePoint Integration
Let’s Get Down to Business.
SM
Managed Services
Managed Services Advanced
Monthly Remote Server Diagnostic and Report
Scheduled and performed remotely by our support team.
From the President’s Desk
t sure seems like the first half of 2010 has flown by! One of the big events so far this year is the exciting new release of Microsoft Dynamics GP. Microsoft Dynamics GP 2010 released in early May and we are already scheduling upgrades with many of our clients. I encourage you to visit with your account manager on the benefits of upgrading. If you are not a Managed Services client, now might be the time to look into it. The benefits include upgrade services, support, and unlimited training. In late April, many of you attended Convergence 2010. Summit Group held our sixth annual customer appreciation event during Convergence. We heard great feedback from attendees and look forward to the event next year. Mark your calendars for Convergence 2011. It will be back in Atlanta, GA the week of April 11, 2011. I want to welcome both Shawn Stewart and Nikki Lamb to the Summit Group Software team. Shawn will be doing Project Management and helping out our consulting team. Nikki has joined our team as a Business Development Manager. Both Shawn and Nikki previously worked for other Microsoft Dynamics partner organizations and bring with them great experience. Summit Group Software is moving our main office to a new space in West Fargo, ND! Please update your records for all remittance and future correspondence to: 1405 Prairie Parkway, Suite A West Fargo, ND 58078 Finally, I want to call out our new and expanded training calendar on page 18. We are excited to have expanded our classroom training locations to include training offerings in Chicago, IL, Omaha, NE, and Kansas City, MO - in addition to the courses held in our new West Fargo location. Again, all clients on our Managed Services Premium Plan can attend any of these classes at no additional charge! As always, thanks for your continued business and support!
Managed Services Essentials
Monthly Remote Server Diagnostic and Report
Scheduled and performed remotely by our support team.
Managed Services Premium
Monthly Remote Server Diagnostic and Report
Scheduled and performed remotely by our support team.
I
Monthly Account Management Meetings
Scheduled and done monthly with account manager.
Monthly Account Management Meetings
Scheduled and done monthly with account manager.
Monthly Account Management Meetings
Scheduled and done monthly with account manager.
Monthly invoicing
Net 30 terms.
Monthly invoicing
Net 30 terms.
Monthly invoicing
Net 30 terms.
Convergence credit memo for $1,000
Applied to services. Credit Memo given after attending Convergence.
Convergence credit memo for $1,000
Applied to services. Credit Memo given after attending Convergence.
Convergence credit memo up to $2,000
$1,000 services credit memo per first two attendees. Applied to services. Credit Memo given after attending Convergence.
12 month consulting rate lock
Hourly rate is locked through length of contract.
12 month consulting rate lock
Hourly rate is locked through length of contract.
12 month consulting rate lock
Hourly rate is locked through length of contract.
Smart Technology. Experienced Team.
There’s no better time than now to invest in technologies that can make your business more efficient. And there’s no better team to help you than the knowledgeable experts from Marco. Communication technologies are changing quickly. You’ve seen and heard about Voice over IP–but have you had a chance to experience true multimedia communications like instant messaging, presence, and desktop video conferencing and collaboration? These applications work seamlessly with Dynamics CRM and Great Plains. Ask us to show you how these technologies can positively impact your productivity and your bottom line.
Microsoft Dynamics GP Resource Staffing
Available resource trained in day to day transaction processing in Microsoft Dynamics GP with background in accounting processing. Available on a first come first serve basis. Resource based in Fargo, ND. Charge of $800 per week applies.
Microsoft Dynamics GP Resource Staffing
Available resource trained in day to day transaction processing in Microsoft Dynamics GP with background in accounting processing. Available on a first come first serve basis. Resource based in Fargo, ND. Charge of $800 per week applies.
Microsoft Dynamics GP Resource Staffing
Available resource trained in day to day transaction processing in Microsoft Dynamics GP with background in accounting processing. Available on a first come first serve basis. Resource based in Fargo, ND. Charge of $800 per week applies.
Unlimited Technical Support
Same day response 8AM central to 5PM central.
Discount on prepaid blocks of hours
(25/50/100/200 at 6%/8%/10%/12% discount)
Unlimited Technical Support
Same day response 8AM central to 5PM central.
System Down
24 x 7 support access.
System Down
24 x 7 support access.
Unlimited Training
Free access to all Summit Group Software scheduled classroom or online training.
Discount on prepaid blocks of hours
(25/50/100/200 at 8%/10%/12%/15% discount)
Upgrade Services
Includes remote test upgrades and necessary service pack updates.
Connect with Marco - your trusted technology advisor.
Project Management
Summit Group Software Corporate Office: 23 N Broadway, Suite 400 Fargo, ND 58102 SummitGroupSoftware.com Project Management related to products covered under Managed Services.
Database/company setup
Setup of new company databases.
Remote User/security administration
Remote setup and administration of Microsoft Dynamics users.
voice data video
Eric
print
Pricing based on System List Price. Contact your Summit Group Software account representative for details and price quotes.
Discount on prepaid blocks of hours
(25/50/100/200 at 10%/12%/16%/20% discount)
www.marconet.com 701 .282.8195
888.929.1387 :: SummitGroupSoftware.com
3
reports instead of locking it up until the report has finished generating.
Platform Improvements – SQL Server and User Management
Report Library
Management Reporter uses SQL Server for data storage, where FRx used Microsoft Access for data storage. With Management Reporter, expect an increase in performance, stability, and multi-user capabilities. Management Reporter leverages Active Directory; after users are added to Management Reporter, any changes made to passwords and other settings are automatically rolled forward. There is no need to “manage” users in Management Reporter unless a user needs to be disabled or given a new security role. This also means that the only log-in screen users see is the company log-in screen for their Microsoft Dynamics GL.
Improved Multi-User Environment
The Report Library, with its ability to create folders and upload external files, can be used to group items. This creates a centralized location for report distribution and collaboration that places all of the information in one place. Also, by creating folders in the Report Library, reports can be found easily and put into folders that make sense to everyone in the organization. Security can be applied to these folders to make sure only those individuals who should have access to certain folders or items have access. In addition, any supporting documents to the financials can be added to the Report Library.
Report Viewer
Dimension Flexibility (Rows, Columns, and Trees) and Organization
Dimension flexibility allows for more flexibility when creating reports. The structured rules of regarding segments in FRx are no longer a limitation. By allowing larger and variable-length masks, Management Reporter scales better to larger customers. By creating folders, users can organize and easily find the building blocks they are looking for, which makes Management Reporter easier to use and increases productivity.
Formatting
A New Look to a Familiar Reporting Tool: Microsoft Dynamics GP 2010 Welcomes
With the switch to IIS and SQL Server, there is no need to create shares for the SysData and IO_Data folders. All of the building blocks, company information, and generated reports are in a SQL database. Administrators can see all reports that are being generated at any given time because all processing is done on the server.
View report data using either a tree to navigate or the same drill through as with FRx. And Management Reporter doesn’t open a new view each time you drill; you can see where you are in the report and easily get back to summary information.
Undo
Adding logos/images to headers and footers, reports become even more customized. By allowing for page breaks to be specified in columns, control what data is displayed on what page. If the columns contain departments, specify which departments to be printed on each page by using the column page breaks. Management Reporter Upgrade Benefits Improve performance and stability—Take advantage of a proven business intelligence (BI) architecture from Microsoft and the centralized database storage of Microsoft SQL Server so data,
> Management Reporter, continued on page 15
That’s right! Undo! This muchrequested feature improves the report creation process by allowing end users to undo recent changes to their reports.
Management Reporter
By Rhonda Hawley — Microsoft Dynamics Consultant, MCT
Go Green. Save Money.
Let us show you how going green delivers real savings. • • • • • • •
www.greenshades.com 1.888.255.3815
W
ith the release of Microsoft Dynamics GP 2010, Microsoft highlights the first phase of its new Corporate Reporting Management (CPM) Business Intelligence solution—Management Reporter. Many of the features of the Management Reporter application come from the familiar and widely-used FRx Financial Reporter. The look and feel remains somewhat similar, but there are many changes that streamline the tool to make it easier to use and deploy on a system-wide basis. How does Management Reporter improve upon FRx? Management Reporter uses the same approach to report design that exists in FRx 6.7 and combines this with a robust architecture and an improved user interface that is familiar and more
consistent with other Microsoft applications. You’ll appreciate the performance, stability, and new features that Management Reporter delivers.
New Code Base and Architecture with 64-bit Support
Many companies are upgrading their systems to 64-bit and Management Reporter was built using 64-bit environments. This means that the IT department won’t need to maintain a separate machine just for Management Reporter as they may need to do for FRx.
Enhanced Stability and Performance
Greenshades Center Electronic Paystubs Electronic W-2/1099 EmployeeDesk.com Garnishments for GP Professional PTO for GP Local Tax Manager
Management Reporter takes advantage of the powerful Microsoft .NET Platform and a new C# codebase to provide superior application stability. Processing takes place on the server – not the client. This frees up the client to continue designing
888.929.1387 :: SummitGroupSoftware.com
4
the Summit 2010.2 :: a publication of Summit Group Software
5
The Strategy Successfully implementing CRM software (Microsoft Dynamics CRM or any other product) is more involved than simply installing new software. It is the realization that CRM is also a business strategy. Successful companies effectively leverage software to enable their business strategies. This may sound obvious, but far too often companies simply buy a piece of software and end up adapting their business to the limitations of the technology. Although this can benefit companies who give up inefficient processes to utilize standard best practices, it more often leads to sacrificing competitively differentiating capabilities. The Software Microsoft Dynamics CRM consolidates customer information and processes into one, holistic view of each customer. This enables customer-facing employees in sales, marketing and customer service to make quick, informed decisions on everything from cross-selling and up-selling opportunities to target marketing strategies and effective problem resolution. Microsoft Dynamics CRM enables you to do more with less, providing a central hub with instant access to the entire history of every customer or prospect - whether accessing through a mobile device, online, or in the office. It integrates with business tools you already use, including Microsoft Outlook and Microsoft Office, and accounting applications such as Microsoft Dynamics GP. Microsoft Dynamics CRM can be configured to meet the specific needs of your business and enables managers and executives to gain insight into the performance of the business through dashboards and reports. Microsoft Dynamics CRM sits on the .NET platform and because of that, it is much more than a traditional CRM product. Instead, a better way to think of Microsoft Dynamics CRM is as a rapid development application with out of the box CRM functionality, capable of instantly leveraging the .NET platform, and a vast array of Microsoft applications. The platform allows users to build business processes and custom functionality faster, with less risk and lower cost than a custom developed or purchased solution. Bringing Them Together Microsoft Dynamics CRM is a system that can be the heart of competitive advantage which today more than ever can make all the difference. In addition, the flexibility of Microsoft Dynamics CRM enables companies to leverage the out-of-the-box relationship-management capabilities to manage other types of “customer-like” relationships. The capabilities required to manage customer relationships are very similar to the capabilities required to manage other types of relationships. This allows the investment into your CRM solution to go far beyond traditional CRM usages. The CRM system can be used to manage other relationships such as vendor relationships. In addition, the system can be tied into systems such as Microsoft SharePoint Server to provide document management capabilities. The first step in assessing if Microsoft Dynamics CRM is right for your organization is to sit down with us to discuss some of your strategies and goals, then bring software into the discussion. Contact us today to get started! ▲
Quote and Order Automation Solutions
Using CRM To Gain A
• Delivers 100% quote & order accuracy • Simplifies sales of complex products • Portal/Web interface option
Competitive Advantage
t is vital that companies are efficient and effective in their business strategy when they attempt to make an impact in the business world. Today’s competitive business landscape requires efficient and effective ways to market to, sell to, and service clients. CRM, or customer relationship management, consists of the business processes and software that enable collaboration, performance improvement, and better business visibility across all customer touch points. If customer relationships are an important asset to your business, then effective CRM strategies and software are vital. There are a number of considerations when looking at CRM solutions. First, is to understand the overall business strategy. What are the important business tasks that the solution will support and how will it support the business. Second, it is finding a solution that not only has robust out-of-the-box functionality, but is also flexible enough to adapt to changes down the road and can be easily integrated to other critical business applications. Bringing these two things together delivers a valuable solution with a solid return on investment.
Experlogix Product Configurators for Microsoft Dynamics™
By Eric Gjerdevig
I
For more information, please contact [email protected] www.experlogix.com
6
the Summit 2010.2 :: a publication of Summit Group Software
888.929.1387 :: SummitGroupSoftware.com
7
Microsoft Dynamics CRM and SharePoint Integrations
By Matt Gronbeck — Microsoft Dynamics Consultant, Developer
Convergence 2010
By Josh Hoper and Erin Marr
S
W
ith the popularity of Microsoft Dynamics CRM booming, requests from customers wanting to leverage the Windows SharePoint Services and Microsoft Office SharePoint Server platform along with Microsoft Dynamics CRM to have one, single source for customer information are becoming more frequent. Companies have long been using Windows Sharepoint Services as a place to store documents, images, contracts and other information to be used by other members of the company, it is a natural fit to want to connect this company and customer data with the business critical data they maintain in Microsoft Dynamics CRM. Surprisingly, there really were not many products or ‘patches’ available to accomplish this. With this in mind, we set out to create some sort of link between Microsoft Dynamics CRM and SharePoint, a link that would ease manual entry when entering customer info in two different systems. The solution settled upon was a plugin designed to create a Sharepoint Document Library whenever a record in Microsoft Dynamics CRM is created. It can be any Microsoft Dynamics CRM record type, but the initial idea was centered on accounts and providing the ability to see and share documents related to customers without exiting Microsoft Dynamics CRM or opening a new screen. Once the Microsoft Dynamics CRM record is created and an associated Document Library has been created, they are linked together by retaining the URL of the new Document Library on the Microsoft Dynamics CRM record and showing the page in an Iframe on the same form in its own tab. The result allows CRM users to open a record for a customer, click the SharePoint tab and see all of the documents associated with that customer. It also allows the user to upload new documents or download existing ones for printing, editing, or e-mailing. This plugin has been implemented for a number of customers who use it in varying capacities. There are customers with Document Libraries created on several events, including: Account Creation, Opportunity Creation, Contact Creation, and Service Activity Creation. These customizations are expected as companies figure out a way to take this basic premise of linking SharePoint Document Libraries to Microsoft Dynamics CRM data in a way that makes sense for their business. Contact your account manager today if you would like to learn more about Microsoft Dynamics CRM and Microsoft SharePoint. This integration plugin may be your solution. ▲
outhern hospitality was available in large doses at Microsoft Dynamics Convergence 2010 held April 25-28, 2010 at the Georgia World Congress Center in Atlanta, GA. The 8,500 attendees at this year’s event participated in Interactive Discussions, attended Keynote Addresses and General and Concurrent Sessions, explored new solutions from 240+ ISV Partners in the Expo, and attained hands-on experience in the Community and Learning Center. Attendees were able to relax and network at multiple receptions hosted by Microsoft and attend social events hosted by Microsoft Dynamics Partners. We hosted our own Customer Appreciation event at Agatha’s - A Taste of Mystery in downtown Atlanta. A comedymurder mystery interwoven into a fivecourse dinner was performed by the au-
dience and two professional actors. The dinner theater provided frequent and hearty laughter and great opportunity to relax and socialize with each other. Our team and customers were also able to take advantage of a wonderful volunteer opportunity while in Atlanta – Projects with Purpose and Atlanta Youth Project Summer Camp provided the chance for volunteers to lend some “elbow grease” to double the capacity of the camp. The camp (located a short drive outside the Atlanta metro) provides at-risk inner city Atlanta youth a free opportunity to receive coaching in various sports, interact with all sorts of animals from miniature horses to alpacas in the farm environment, and participate in archery, swimming, canoeing, fishing and nature scavenger hunts. Our contribution came
in the form of building cabins, a workshop, dining area, and storage building, and some landscaping work on the beach. Microsoft shared key product announcements during the conference, including the availability of Microsoft Dynamics GP 2010 (available now!), Microsoft SharePoint 2010 and Microsoft Office 2010, as well as some important changes to pricing with Microsoft Dynamics GP. Microsoft Dynamics CRM 5.0 is also slated to release later this calendar year –available first to CRM Online customers. It’s not too early to start thinking about Convergence 2011, which will be in the same venue in Atlanta the week of April 10, 2011. We expect another great event and would be delighted to talk with you about planning your organization’s participation! ▲
8
the Summit 2010.2 :: a publication of Summit Group Software
888.929.1387 :: SummitGroupSoftware.com
9
Rockton Software’s Suite of Products
Auditor and Security Auditor Omni Price
Track data changes in Microsoft Dynamics GP and comply with Sarbanes-Oxley Legislation Auditor • Track, field, table or SQL level changes • Track who changed key data • Track why data changed with optional reason field • Includes E-Sign Security Auditor • Track changes to security set ups • Allow Segregation of Duties • Manage All Microsoft Dynamics GP security from one window
Dynamics Report Manager
Manage any pricing structure easily • Improve invoicing & SOP modules in Microsoft Dynamics GP • Create and update complex pricing structures • Comprehensive pricing matrix & filter-based selection system • Alter pricing based on customers, items or dates
Dynamics GP Toolbox
Secure, integrate, navigate and simplify day to day operations in Microsoft Dynamics GP • Manage logins, logout inactive users, and create advanced passwords • Monitor GP license usage • Redirect Zooms to Inquiry when a user can’t access Cards • Add PopUp notes or Tips of the Day to any window in GP • Find any window without needing to know its menu location For a full description of our products, please visit www.rocktonsoftware.com.
The premier report manager for Crystal, SQL Reporting Services, and Microsoft Dynamics GP Reports • Launch Crystal, SRS, Microsoft Dynamics GP reports
Dynamics R GP Toolbox from Rockton Software
By Alina Filipczak — Rockton Software
• Save thousands on Crystal Reports licensing
SmartFill (Certified for Microsoft Dynamics)
ockton Software got its start in 1999, when we first began offering custom Dexterity development. Today, Rockton is a creative company that develops products that make Microsoft Dynamics GP more intuitive and user-friendly to improve customer’s lives by making their work simpler and easier. Our solid solutions and customer service continue to be the unique strengths of Rockton Software. Making Microsoft Dynamics GP Work Simpler & Easier This past year we set out on a cross-country journey visiting Resellers and Customers on The Rockton Road Trip. We collected feedback, learned how our products are used, and took advantage of the opportunity to talk with clients on how to get more from their Rockton Solutions. In our search for the “next big thing” to develop for Microsoft Dynamics GP, we ran a contest and solicited product ideas from Microsoft Dynamics GP users. We were amazed at the quantity and quality of responses. No single idea resulted in one full product, but there were several suggestions that when rolled out together made for a great new product. Our development team poured their energy into creating this new product – Dynamics GP Toolbox. Dynamics GP Toolbox We proudly debuted the Dynamics GP Toolbox at Convergence 2010 in Atlanta, GA. Dynamics GP Toolbox combined some features from Rockton’s current product offerings, including: Auto logout features from Omni Tools, navigation assistance from Mentor, field finding from Inspector, and version compatibility from Version Pro. We mixed in the suggestions from our customers to create a complete product that improves security, navigation, integration, and day-to-day operations. The results are amazingly simple, yet totally effective and innovative! Need better security? The Password Policy tool allows for advanced password rules, and the User Lockout tool forces logouts of un> Rockton, continued on page 16
Search tool for Microsoft Dynamics GP • Quickly finds any data within Microsoft Dynamics GP • Customize search criteria • Search any Dexterity-based data fields, including 3rd party products • Save time and simplify data entry
Making Microsoft Dynamics GP Work Simpler & Easier
Receive a Free Starbucks Giftcard.
Just mention this ad and participate in a live product demo for any of our products by July 16th, 2010. Ask about FREE trial keys!
Rockton suite of products: Auditor Security Auditor Dynamics GP Toolbox Dynamics Report Manager Omni Price SmartFill
Please contact us at [email protected] or call us at 877-476-2586 www.rocktonsoftware.com
Work Simpler & Easier
10
the Summit 2010.2 :: a publication of Summit Group Software
888.929.1387 :: SummitGroupSoftware.com
11
change-orders where necessary to maintain profitability • Understand how each cost-item is impacting profitability and focus on most profitable components when considering projects or jobs to take
rial, AIA, cost plus, cost plus NTE, fixed price, percentage complete andscheduled billings) • Greater control of project billing through flexible billing rates, overhead allocation, markup rules and multiple billing methods • Ability to print detailed job invoices in multiple currencies
One Contract for Multiple Jobs Across Several Divisions
Effective Cost Management with
By Oxana Belikh — WennSoft Business Software
• Track cost elements at a detailed level across labor, sub-contractors, vendors, materials and tools, using segmentation designed for tracking them • Manage labor and utilization • Roll up multiple or unique jobs/components into a project • Provide estimates of job costs • Define categories of costs • Receive business alerts to proactively notify project managers of due dates and contract requirements • Forecast costs to complete • Manage billing and retainage
Greater Billing Control and Flexibility
WennSoft
F
or any mid-sized business, particularly those in construction or specialty contracting, controlling costs is an absolute essential for success. An organization’s ability to maintain profitability requires excellent cash management and real-time visibility into their financials. Having these attributes enables companies to make better decisions about which areas of the business to adjust or even expand. Organizations looking to improve their cost management should consider software solutions offered by WennSoft®. WennSoft has helped thousands of contractors manage their financials, control costs and gain a competitive edge.
Cost Management Plus
Designed to control and manage unbilled receivables and create invoices, Cost Management Plus delivers shortened billing cycles and improved cash flow. As a project progresses, charges flow into the billing system from various sources such as accounts payable, purchase orders, inventory and payroll modules. Cost Management Plus provides greater billing control and flexibility by offering: • Single point data entry • On-demand direct entry invoicing • Multiple billing types supported (time and mate-
The Project Level Building component of Cost Management Plus is designed for organizations with multiple divisions working on a single contract. It allows organizations to create a single contract with multiple jobs and track project-level costs, billing, and revenue over multiple divisions (e.g., electrical, HVAC and plumbing). Users can create a single invoice for all jobs within a project and post one account-receivable transaction, effectively updating the appropriate revenue accounts based on the division assigned to each individual job. The integration to financials provides a top-to-bottom view of the project performance—from big picture to a snapshot of individual cost code activities within a job.
WennSoft TimeTrack & Expense Entry
Designed to make the most of a business by streamlining the collection of labor and related expenses through a single point-of-entry, the optional time-tracking and expense entry module quickly and easily expedites time card processing for posting labor to work order, contracts and payroll. Employees can charge time to service calls on a daily basis, even if away from the office utilizing the Internet and eTimeTrack, providing
> Wennsoft, continued on page 16
Want Better Cost Management?
Use WennSoft Job Cost & Time Track
Visibility into areas of profit or loss Management agility to come in under budget Single entry with system-wide impact Built on Microsoft Dynamics® GP
WennSoft recently unveiled a new offering, Cost Management Plus from WennSoft®, which is designed to help mid-sized organizations gain visibility into the costs associated with their organization’s activities including specific projects, jobs or systems. Cost Management Plus also enables organizations to track project costs while at the job site. Cost Management Plus integrates a complete project management solution with the superior financial management capabilities of Microsoft Dynamics® GP to give project managers the ability to utilize job data and proactively manage labor, materials, equipment, subcontractors and other user-defined cost categories.
Visibility into Costs
WennSoft Cost Management Plus allows operational managers, project managers and executives exceptional visibility into costs including: • Compare costs against estimates throughout the project, make forecast and estimate revisions as well as produce job
Find out what WennSoft can do for you! Contact Oxana Belikh at 262-317-3727
®
People • Process • Product Integration by Design www.wennsoft.com
12
the Summit 2010.2 :: a publication of Summit Group Software
888.929.1387 :: SummitGroupSoftware.com
13
> Management Reporter, continued from page 5
to Upgrade to Microsoft Dynamics GP 2010
By Joe Tews — Microsoft Dynamics Consultant, MCT and Shawn Stewart —Microsoft Dynamics Consultant, Project Manager
Reasons
formats, and reports are hosted and stored securely. Increase productivity and effectiveness—Generate, view, and distribute reports in the centralized Report Library, which helps people get the information they need to quickly analyze data and make informed decisions. Transition easily—Use the Management Reporter Migration Wizard to quickly move report definitions from FRx 6.7 and maintain formatting. Customize existing reports—Use new customization features to modify migrated reports with the familiar, yet enhanced look and feel of FRx. Help protect financial data—Leverage the enhanced security of Management Reporter to help protect sensitive data and business information. Lower total cost of ownership (TCO)—Pricing and licensing costs for Management Reporter are designed to make upgrading from FRx 6.7 as easy as possible. Upgrading to Management Reporter positions companies to achieve an increasingly higher ROI as Microsoft adds functionality such as budgeting and forecasting in future releases. Talk to your Account Manager to understand your licensing situation and the next steps. Migration of FRx Data and Reports The Management Reporter Migration Wizard makes it quick and easy to migrate report definition data from FRx to Management Reporter with a simple step-by-step wizard. First
is the actual data migration, Rows, Columns, Trees, font styles, and lists of companies can be migrated. This is a migration and conversion process, because all FRx data is copied to the Management Reporter database where it is converted to the dimension-based system of Management Reporter. Next is the built-in validation process which can be run separately from the data migration. Validation evaluates each building block to ensure it meets all the necessary formatting requirements in Management Reporter. Validation helps: • Ensure proper formatting of reports. • Save time by validating before report generation. • Automatically prevent invalid formulas because it requires users to validate and save building blocks ongoing. Currently, the migration tools do not support the migration of .frd files (finished reports) or company setup, but you can configure companies directly in Management Reporter. Management Reporter will only interface with Microsoft Dynamics GP 2010, so upgrade is required prior to switching to Management Reporter. (FRx will not work with Microsoft Dynamics GP 2010). You should discuss with your Partner the timing of upgrading and any considerations specific to your use of FRx and Microsoft Dynamics GP. Be sure and check the Events Calendar for upcoming training classes on Management Reporter in your area. Contact your Account Manager today with any questions and to discuss the next steps to getting started with Management Reporter. ▲
I
t’s here! Microsoft Dynamics GP 2010 has released and is ready for action! Here are the Top 10 Reasons to upgrade:
1 Microsoft Office Word Templates – There has probably been a need at some point in your organization to make a change to a report. This change could have been as small as adding a company logo to something as big as adding and removing fields. Up to this point, these changes required users to create a modified Report Writer report. These types of modifications can now be made with a simple and well-known utility, Microsoft Office Word, and printing to Microsoft Word can occur straight from Microsoft Dynamics GP! 2 Workflow Enhancements – A number of enhancements have been made to the Workflow system. First and foremost, there is no longer a
need to have a full Microsoft Office SharePoint Server implementation to run Workflow! You can now run Workflow on the free Microsoft SharePoint Foundation product. As well as making Workflow affordable, there are four new workflows available – Employee Onboarding, Vendor Approval, Employee Personnel Approval, and Electronic Signatures which allows you to bring the functionality of Electronic Signatures outside of Microsoft Dynamics GP. 3
E-mail Documents – Along with the abil-
ity to print documents and reports utilizing Microsoft Office Word, you now have the ability to create customized e-mail messages and send the reports to customers/vendors through e-mail! This can include invoices or other documents. 4 SQL Reporting Services Reports – Microsoft Dynamics GP 10.0 introduced the idea of SQL
> Top 10, continued on page 17
14
the Summit 2010.2 :: a publication of Summit Group Software
888.929.1387 :: SummitGroupSoftware.com
15
Meet the Team –
Shawn Stewart
hawn Stewart is one of the most recent additions to the team and joins as a Senior Consultant and Project Manager for Microsoft Dynamics products.. He has worked nearly 18 years with Microsoft Dynamics GP. His early experience includes time in both the consulting and product development organizations at Great Plains software followed by nearly 10 years working as a consultant – both as an independent contractor as well as working with multiple Microsoft Dynamics partner organizations. As a consultant, Shawn worked on a variety of deployments including very complex, multi-million dollar projects as well as managed a consulting practice. His areas of specialty include: Microsoft Dynamics GP infrastructure and tools, data migrations, inventory management and distribution, business analysis, and project management. His many years of experience make him a very valuable and tenured addition to the team. In his free time, Shawn enjoys golfing, fishing, hunting, and camping with his family. ▲
> Rockton, continued from page 10
> Top 10, continued from page 14
S
authorized users. Trouble with stuck batches? Batch resetting is a one-click process. Dynamics GP Toolbox Key Features • Manage logins, logout inactive users, and create advanced passwords • Login Logging monitors GP license usage • Open or close periods across multiple companies at the same time • Inspector helps find field and table information (useful for Smartlist Builder, Extender, etc.) • Mentor finds any window without needing to know its menu location • Easily find the Role/Task needed to grant or revoke security access • Redirect zooms to Inquiry when a user can’t access Cards • PopUps add notes or Tips of the Day to any window in GP The full functionality of Dynamics GP Toolbox is available for Microsoft Dynamics GP 10.0 and Microsoft Dynamics GP 2010. Limited functionality is available for older versions of Microsoft Dynamics GP. Please contact the Rockton team for more information at [email protected] or call 877-476-2586. ▲
> Wennsoft, continued from page 13
Server Reporting Services (SRS) Reports. With the new release of Microsoft Dynamics GP 2010, there are a number of new out-of-the-box SRS reports that are available, including Key Performance Indicator reports that can be displayed through your Microsoft Dynamics GP Metrics page. 5 Management Reporter – FRx has been replaced with a new, stronger financial reporting engine called Management Reporter. Have you ever wanted to add logos or images to your financial reports? Worried about current FRx security? Want to install financial reporting on a 64-bit machine? Management Reporter is the answer to a lot of frustrations surrounding FRx for financial reporting! This new, SQL-based reporting platform gives you greater functionality for all of your financial reporting, and provides a migration path from FRx 6.7! 6 Drill Thru Reports – Building on SQL Server Reporting Services Reports, Microsoft Dynamics GP 2010 offers a new way to view data. A new feature known as Drill Thru Reports allows you to drill deeper into SRS Report data, and even offers the ability to drill directly into your Microsoft Dynamics GP windows! For example, view a report of sales data for the quarter, drill through to an individual customer and view sales data for that customer for the quarter, and drill through even further into Microsoft Dynamics GP and have it pull up the Customer Card with the customer information already pulled up! 7 Combining General Ledger Budgets – In many organizations, there is typically some sort of defined budget
process. Budgets are sent to departments, and then everything is combined into a single budget for the next year. Microsoft Dynamics GP 2010 makes it easy to combine multiple budgets into one single budget. 8 Purchase Order Returns Enhancements – Microsoft Dynamics GP 2010 adds PO Returns enhancements to give a few more options for returns processes. You now have the option to choose whether you want the returned items replaced by the vendor. Users will also have the option to determine how the invoice match will be handled. 9 Excel Report Pivot Tables – With Microsoft Dynamics GP 2010, organizations will now be able to capture the Pivot Table functionality in Microsoft Excel in addition to the standard Microsoft Excel Reports available today. 10 Benefit Self Service Confirmation Statements and Enrollment Summary Reports – There have been reporting modifications made to Benefit Self Service in Dynamics GP 2010. Employees can now see which processes have or have not been completed regarding a benefit enrollment with a number of new reports. Managers can also see and print which processes have or have not been completed regarding a benefit enrollment as well as summary metrics with totals for annual and employee enrollments. Be sure to check the Events Calendar for upcoming training classes on Microsoft Dynamics GP 2010. Talk with your Account Manager today about upgrade timing and next steps. ▲
Jeff Weber
eff Weber has been a part of the team since 2005. As a GP Consultant, Jeff assists clients in many areas including new system and module implementations, business process consulting, creation of custom reports and integrations. Building custom SQL Reporting Services (SRS) Reports and custom Crystal Reports is a particular aspect of Jeff’s responsibilities he enjoys. Jeff is also one of the main contributors to a blog site – the ERP Software blog (www.erpsoftwareblog.com) – of which we are a contributing partner. Prior to joining the team, Jeff worked as a cost accountant for two prominent manufacturing companies in Eastern Nebraska. With each company he spent significant time as a key member of teams responsible for the implementation of the company’s manufacturing accounting software. Jeff received his bachelor’s degree in Accounting from the University of NebraskaLincoln and enjoys supporting the Huskers! When he is not busy assisting clients, Jeff enjoys spending time with his wife and their son, golfing, playing volleyball, traveling or working around the house. ▲
J
more accurate information and eliminating double-entry. Supervisors and managers can quickly review timecards and post labor transactions to billing and third party payroll providers. This means a faster billing cycle, better cash flow and quicker management reporting cycles. TimeTrack also allows users to monitor and analyze labor costs, helping clients make informed and timely labor-related business decisions, details, update and more.
Manage Subcontractor Agreements More Efficiently
Effectively managing subcontractor agreements can be a daunting task. The optional Subcontractor module enables more effective management of subcontractor arrangements and tracks critical information including: • Insurance • Lien Waivers • Draw requests • Retention requests • Workers compensation expiration dates • Certification expiration • Change order status for inclusion in AIA billing • Payment control when paid by customer (pay-when-paid) If you’d be interested in learning how WennSoft Cost Management Plus can help your organization proactively manage your project costs, please contact Oxana Belikh at 262-317-3727. ▲
888.929.1387 :: SummitGroupSoftware.com
16
the Summit 2010.2 :: a publication of Summit Group Software
17
Events Calendar • 2010.2
To register for any of these events, go to SummitGroupSoftware.com and click on Training.
Date 7.12.10 7.13.10 to 7.14.10 7.19.10 to 7.20.10 7.29.10 to 7.30.10 8.3.10 8.3.10 8.9.10 to 8.10.10 8.10.10 8.10.10 8.11.10 8.17.10 8.17.10 8.17.10 8.23.10 to 8.24.10 8.23.10 to 8.24.10 8.24.10 8.25.10 to 8.24.10 8.30.10 to 9.1.10 8.31.10 9.2.10 to 9.3.10 9.8.10 9.8.10 to 9.9.10 9.9.10 to 9.10.10 9.10.10 9.13.10 to 9.14.10 9.14.10 9.14.10 9.15.10 to 9.16.10 9.17.10 9.20.10 to 9.24.10 9.21.10 9.21.10 9.22.10 9.24.10 9.27.10 to 9.28.10 9.27.10 to 9.29.10 9.28.10 9.28.10 Workshop Type Online Classroom Classroom Classroom Online Online Classroom Online Online Classroom Online Online Online Classroom Classroom Online Classroom Classroom Online Classroom Online Classroom Classroom Classroom Classroom Online Online Classroom Classroom Classroom Online Online Online Classroom Classroom Classroom Online Online Location West Fargo, ND West Fargo, ND West Fargo, ND Course Introduction to Microsoft Dynamics CRM for Sales Microsoft Dynamics and Microsoft SQL Reporting Services Microsoft Dynamics CRM 4.0 Administration FRx I Essentials Introduction to Microsoft Dynamics GP 2010- General Ledger Introduction to Microsoft Dynamics GP 2010 - Inventory Implementing Microsoft Office SharePoint Server 2010 Introduction to Microsoft Dynamics GP 2010 - Payables Management Introduction to Microsoft Dynamics GP 2010 - Purchase Order Processing SharePoint/Microsoft Dynamics CRM 4.0 Integration Workshop Introduction to Microsoft Dynamics GP 2010 - Receivables Management Introduction to Microsoft Dynamics GP 2010 - Sales Order Processing Introduction to Microsoft Dynamics CRM for Service Microsoft Dynamics and Microsoft SQL Reporting Services FRx I Essentials Introduction to Microsoft Dynamics GP 2010 - Bank Reconciliation FRx II Essentials
West Fargo, ND
West Fargo, ND
Date 9.28.10 to 9.29.10 9.30.10 to 10.1.10 10.4.10 to 10.5.10 10.5.10 10.5.10 to 10.6.10 10.6.10 10.6.10 to 10.8.10 10.7.10 to 10.8.10 10.11.10 to 10.12.10 10.12.10 10.13.10 to 10.14.10 10.15.10 10.18.10 10.18.10 to 10.22.10 10.19.10 to 10.20.10
Workshop Type Classroom Classroom Classroom Online Classroom Online Classroom Classroom Classroom Online Classroom Classroom Online Classroom Classroom
Location Kansas City, MO Kansas City, MO West Fargo, ND Omaha, NE West Fargo, ND Omaha, NE West Fargo, ND West Fargo, ND West Fargo, ND West Fargo, ND Des Plaines, IL (Chicago)
Course Management Reporter for Microsoft Dynamics GP 2010 Microsoft Dynamics and Microsoft SQL Reporting Services Business Intelligence for Microsoft Dynamics GP 2010 Introduction to Microsoft Dynamics GP 2010 - Bank Reconciliation Microsoft Dynamics CRM 4.0 Administration Introduction to Smartlist Builder for Microsoft Dynamics GP Microsoft Dynamics GP 2010 - Distribution Management Reporter for Microsoft Dynamics GP 2010 Microsoft Dynamics CRM 4.0 Administration Introduction to Microsoft Dynamics GP 10.0 - Fixed Assets Implementing Microsoft Office SharePoint Server 2010 SharePoint/Microsoft Dynamics CRM 4.0 Integration Workshop Introduction to Microsoft Dynamics CRM for Service Microsoft Dynamics GP 2010 - Financials FRx I Essentials Introduction to Views for Microsoft SQL Server Reporting Services FRx II Essentials
West Fargo, ND Des Plaines, IL (Chicago)
10.20.10 Online 10.21.10 to 10.22.10 Classroom 10.26.10 to 10.27.10 Classroom 10.26.10 to 10.27.10 Classroom 10.28.10 Classroom
Des Plaines, IL (Chicago) West Fargo, ND Microsoft Dynamics CRM 4.0 Customization and Workflow Introduction to Microsoft Dynamics GP 10.0 - Fixed Assets West Fargo, ND Business Intelligence for Microsoft Dynamics GP 2010 Introduction to Microsoft Dynamics GP Table Relationships Des Plaines, IL Microsoft Dynamics CRM 4.0 Administration (Chicago) West Fargo, ND Implementing Microsoft Office SharePoint Server 2010 Des Plaines, IL Marketing in Microsoft Dynamics CRM 4.0 (Chicago) West Fargo, ND Management Reporter for Microsoft Dynamics GP 2010 Introduction to Microsoft Dynamics GP 2010- General Ledger Introduction to Microsoft Dynamics GP 2010 - Inventory West Fargo, ND Microsoft Dynamics and Microsoft SQL Reporting Services West Fargo, ND Marketing in Microsoft Dynamics CRM 4.0 Des Plaines, IL Microsoft Dynamics GP 2010 - Financials (Chicago) Introduction to Microsoft Dynamics GP 2010 - Payables Management Introduction to Microsoft Dynamics GP 2010 - Purchase Order Processing Introduction to Microsoft SQL Server Views for Microsoft Dynamics GP West Fargo, ND Payroll for Microsoft Dynamics GP 2010 West Fargo, ND FRx I Essentials Des Plaines, IL Implementing and Maintaining Microsoft SQL Server 2008 Reporting (Chicago) Services Introduction to Microsoft Dynamics GP 2010 - Receivables Management Introduction to Microsoft Dynamics GP 2010 - Sales Order Processing
Des Plaines, IL (Chicago) West Fargo, ND Management Reporter for Microsoft Dynamics GP 2010 West Fargo, ND Microsoft Dynamics and Microsoft SQL Reporting Services West Fargo, ND Summit 2010 Microsoft Dynamics User Conference
To register for any of these events, go to www.summitgroupsoftware.com and click on Training. Courses subject to change, check the website for the most up to date schedule.
THE LEADER IN DATA MIGRATION AND INTEGRATION FOR MICROSOFT DYNAMICS® CRM AND MICROSOFT DYNAMICS® GP
888.929.1387 :: SummitGroupSoftware.com
18
the Summit 2010.2 :: a publication of Summit Group Software
19
BIG
Big things happen when sales strategy, brand strategy, and compelling marketing work in unison to hit your target audience.
Big things like shortened sales cycles, sales and marketing accountability, and that thing called customer loyalty.
THINGS
HAPPEN
Ready for big things? AdvertisingMarketing.com
Marketing Strategy Sales Consulting & Training Brand Strategy 300 NP Avenue, Suite 204, Fargo 701.280.2475
the
A quarterly publication of Summit Group Software
Summit
In this issue:
Competitive Advantages with CRM
GP 2010 Management Reporter
CRM and SharePoint Integration
Let’s Get Down to Business.
SM
Managed Services
Managed Services Advanced
Monthly Remote Server Diagnostic and Report
Scheduled and performed remotely by our support team.
From the President’s Desk
t sure seems like the first half of 2010 has flown by! One of the big events so far this year is the exciting new release of Microsoft Dynamics GP. Microsoft Dynamics GP 2010 released in early May and we are already scheduling upgrades with many of our clients. I encourage you to visit with your account manager on the benefits of upgrading. If you are not a Managed Services client, now might be the time to look into it. The benefits include upgrade services, support, and unlimited training. In late April, many of you attended Convergence 2010. Summit Group held our sixth annual customer appreciation event during Convergence. We heard great feedback from attendees and look forward to the event next year. Mark your calendars for Convergence 2011. It will be back in Atlanta, GA the week of April 11, 2011. I want to welcome both Shawn Stewart and Nikki Lamb to the Summit Group Software team. Shawn will be doing Project Management and helping out our consulting team. Nikki has joined our team as a Business Development Manager. Both Shawn and Nikki previously worked for other Microsoft Dynamics partner organizations and bring with them great experience. Summit Group Software is moving our main office to a new space in West Fargo, ND! Please update your records for all remittance and future correspondence to: 1405 Prairie Parkway, Suite A West Fargo, ND 58078 Finally, I want to call out our new and expanded training calendar on page 18. We are excited to have expanded our classroom training locations to include training offerings in Chicago, IL, Omaha, NE, and Kansas City, MO - in addition to the courses held in our new West Fargo location. Again, all clients on our Managed Services Premium Plan can attend any of these classes at no additional charge! As always, thanks for your continued business and support!
Managed Services Essentials
Monthly Remote Server Diagnostic and Report
Scheduled and performed remotely by our support team.
Managed Services Premium
Monthly Remote Server Diagnostic and Report
Scheduled and performed remotely by our support team.
I
Monthly Account Management Meetings
Scheduled and done monthly with account manager.
Monthly Account Management Meetings
Scheduled and done monthly with account manager.
Monthly Account Management Meetings
Scheduled and done monthly with account manager.
Monthly invoicing
Net 30 terms.
Monthly invoicing
Net 30 terms.
Monthly invoicing
Net 30 terms.
Convergence credit memo for $1,000
Applied to services. Credit Memo given after attending Convergence.
Convergence credit memo for $1,000
Applied to services. Credit Memo given after attending Convergence.
Convergence credit memo up to $2,000
$1,000 services credit memo per first two attendees. Applied to services. Credit Memo given after attending Convergence.
12 month consulting rate lock
Hourly rate is locked through length of contract.
12 month consulting rate lock
Hourly rate is locked through length of contract.
12 month consulting rate lock
Hourly rate is locked through length of contract.
Smart Technology. Experienced Team.
There’s no better time than now to invest in technologies that can make your business more efficient. And there’s no better team to help you than the knowledgeable experts from Marco. Communication technologies are changing quickly. You’ve seen and heard about Voice over IP–but have you had a chance to experience true multimedia communications like instant messaging, presence, and desktop video conferencing and collaboration? These applications work seamlessly with Dynamics CRM and Great Plains. Ask us to show you how these technologies can positively impact your productivity and your bottom line.
Microsoft Dynamics GP Resource Staffing
Available resource trained in day to day transaction processing in Microsoft Dynamics GP with background in accounting processing. Available on a first come first serve basis. Resource based in Fargo, ND. Charge of $800 per week applies.
Microsoft Dynamics GP Resource Staffing
Available resource trained in day to day transaction processing in Microsoft Dynamics GP with background in accounting processing. Available on a first come first serve basis. Resource based in Fargo, ND. Charge of $800 per week applies.
Microsoft Dynamics GP Resource Staffing
Available resource trained in day to day transaction processing in Microsoft Dynamics GP with background in accounting processing. Available on a first come first serve basis. Resource based in Fargo, ND. Charge of $800 per week applies.
Unlimited Technical Support
Same day response 8AM central to 5PM central.
Discount on prepaid blocks of hours
(25/50/100/200 at 6%/8%/10%/12% discount)
Unlimited Technical Support
Same day response 8AM central to 5PM central.
System Down
24 x 7 support access.
System Down
24 x 7 support access.
Unlimited Training
Free access to all Summit Group Software scheduled classroom or online training.
Discount on prepaid blocks of hours
(25/50/100/200 at 8%/10%/12%/15% discount)
Upgrade Services
Includes remote test upgrades and necessary service pack updates.
Connect with Marco - your trusted technology advisor.
Project Management
Summit Group Software Corporate Office: 23 N Broadway, Suite 400 Fargo, ND 58102 SummitGroupSoftware.com Project Management related to products covered under Managed Services.
Database/company setup
Setup of new company databases.
Remote User/security administration
Remote setup and administration of Microsoft Dynamics users.
voice data video
Eric
Pricing based on System List Price. Contact your Summit Group Software account representative for details and price quotes.
Discount on prepaid blocks of hours
(25/50/100/200 at 10%/12%/16%/20% discount)
www.marconet.com 701 .282.8195
888.929.1387 :: SummitGroupSoftware.com
3
reports instead of locking it up until the report has finished generating.
Platform Improvements – SQL Server and User Management
Report Library
Management Reporter uses SQL Server for data storage, where FRx used Microsoft Access for data storage. With Management Reporter, expect an increase in performance, stability, and multi-user capabilities. Management Reporter leverages Active Directory; after users are added to Management Reporter, any changes made to passwords and other settings are automatically rolled forward. There is no need to “manage” users in Management Reporter unless a user needs to be disabled or given a new security role. This also means that the only log-in screen users see is the company log-in screen for their Microsoft Dynamics GL.
Improved Multi-User Environment
The Report Library, with its ability to create folders and upload external files, can be used to group items. This creates a centralized location for report distribution and collaboration that places all of the information in one place. Also, by creating folders in the Report Library, reports can be found easily and put into folders that make sense to everyone in the organization. Security can be applied to these folders to make sure only those individuals who should have access to certain folders or items have access. In addition, any supporting documents to the financials can be added to the Report Library.
Report Viewer
Dimension Flexibility (Rows, Columns, and Trees) and Organization
Dimension flexibility allows for more flexibility when creating reports. The structured rules of regarding segments in FRx are no longer a limitation. By allowing larger and variable-length masks, Management Reporter scales better to larger customers. By creating folders, users can organize and easily find the building blocks they are looking for, which makes Management Reporter easier to use and increases productivity.
Formatting
A New Look to a Familiar Reporting Tool: Microsoft Dynamics GP 2010 Welcomes
With the switch to IIS and SQL Server, there is no need to create shares for the SysData and IO_Data folders. All of the building blocks, company information, and generated reports are in a SQL database. Administrators can see all reports that are being generated at any given time because all processing is done on the server.
View report data using either a tree to navigate or the same drill through as with FRx. And Management Reporter doesn’t open a new view each time you drill; you can see where you are in the report and easily get back to summary information.
Undo
Adding logos/images to headers and footers, reports become even more customized. By allowing for page breaks to be specified in columns, control what data is displayed on what page. If the columns contain departments, specify which departments to be printed on each page by using the column page breaks. Management Reporter Upgrade Benefits Improve performance and stability—Take advantage of a proven business intelligence (BI) architecture from Microsoft and the centralized database storage of Microsoft SQL Server so data,
> Management Reporter, continued on page 15
That’s right! Undo! This muchrequested feature improves the report creation process by allowing end users to undo recent changes to their reports.
Management Reporter
By Rhonda Hawley — Microsoft Dynamics Consultant, MCT
Go Green. Save Money.
Let us show you how going green delivers real savings. • • • • • • •
www.greenshades.com 1.888.255.3815
W
ith the release of Microsoft Dynamics GP 2010, Microsoft highlights the first phase of its new Corporate Reporting Management (CPM) Business Intelligence solution—Management Reporter. Many of the features of the Management Reporter application come from the familiar and widely-used FRx Financial Reporter. The look and feel remains somewhat similar, but there are many changes that streamline the tool to make it easier to use and deploy on a system-wide basis. How does Management Reporter improve upon FRx? Management Reporter uses the same approach to report design that exists in FRx 6.7 and combines this with a robust architecture and an improved user interface that is familiar and more
consistent with other Microsoft applications. You’ll appreciate the performance, stability, and new features that Management Reporter delivers.
New Code Base and Architecture with 64-bit Support
Many companies are upgrading their systems to 64-bit and Management Reporter was built using 64-bit environments. This means that the IT department won’t need to maintain a separate machine just for Management Reporter as they may need to do for FRx.
Enhanced Stability and Performance
Greenshades Center Electronic Paystubs Electronic W-2/1099 EmployeeDesk.com Garnishments for GP Professional PTO for GP Local Tax Manager
Management Reporter takes advantage of the powerful Microsoft .NET Platform and a new C# codebase to provide superior application stability. Processing takes place on the server – not the client. This frees up the client to continue designing
888.929.1387 :: SummitGroupSoftware.com
4
the Summit 2010.2 :: a publication of Summit Group Software
5
The Strategy Successfully implementing CRM software (Microsoft Dynamics CRM or any other product) is more involved than simply installing new software. It is the realization that CRM is also a business strategy. Successful companies effectively leverage software to enable their business strategies. This may sound obvious, but far too often companies simply buy a piece of software and end up adapting their business to the limitations of the technology. Although this can benefit companies who give up inefficient processes to utilize standard best practices, it more often leads to sacrificing competitively differentiating capabilities. The Software Microsoft Dynamics CRM consolidates customer information and processes into one, holistic view of each customer. This enables customer-facing employees in sales, marketing and customer service to make quick, informed decisions on everything from cross-selling and up-selling opportunities to target marketing strategies and effective problem resolution. Microsoft Dynamics CRM enables you to do more with less, providing a central hub with instant access to the entire history of every customer or prospect - whether accessing through a mobile device, online, or in the office. It integrates with business tools you already use, including Microsoft Outlook and Microsoft Office, and accounting applications such as Microsoft Dynamics GP. Microsoft Dynamics CRM can be configured to meet the specific needs of your business and enables managers and executives to gain insight into the performance of the business through dashboards and reports. Microsoft Dynamics CRM sits on the .NET platform and because of that, it is much more than a traditional CRM product. Instead, a better way to think of Microsoft Dynamics CRM is as a rapid development application with out of the box CRM functionality, capable of instantly leveraging the .NET platform, and a vast array of Microsoft applications. The platform allows users to build business processes and custom functionality faster, with less risk and lower cost than a custom developed or purchased solution. Bringing Them Together Microsoft Dynamics CRM is a system that can be the heart of competitive advantage which today more than ever can make all the difference. In addition, the flexibility of Microsoft Dynamics CRM enables companies to leverage the out-of-the-box relationship-management capabilities to manage other types of “customer-like” relationships. The capabilities required to manage customer relationships are very similar to the capabilities required to manage other types of relationships. This allows the investment into your CRM solution to go far beyond traditional CRM usages. The CRM system can be used to manage other relationships such as vendor relationships. In addition, the system can be tied into systems such as Microsoft SharePoint Server to provide document management capabilities. The first step in assessing if Microsoft Dynamics CRM is right for your organization is to sit down with us to discuss some of your strategies and goals, then bring software into the discussion. Contact us today to get started! ▲
Quote and Order Automation Solutions
Using CRM To Gain A
• Delivers 100% quote & order accuracy • Simplifies sales of complex products • Portal/Web interface option
Competitive Advantage
t is vital that companies are efficient and effective in their business strategy when they attempt to make an impact in the business world. Today’s competitive business landscape requires efficient and effective ways to market to, sell to, and service clients. CRM, or customer relationship management, consists of the business processes and software that enable collaboration, performance improvement, and better business visibility across all customer touch points. If customer relationships are an important asset to your business, then effective CRM strategies and software are vital. There are a number of considerations when looking at CRM solutions. First, is to understand the overall business strategy. What are the important business tasks that the solution will support and how will it support the business. Second, it is finding a solution that not only has robust out-of-the-box functionality, but is also flexible enough to adapt to changes down the road and can be easily integrated to other critical business applications. Bringing these two things together delivers a valuable solution with a solid return on investment.
Experlogix Product Configurators for Microsoft Dynamics™
By Eric Gjerdevig
I
For more information, please contact [email protected] www.experlogix.com
6
the Summit 2010.2 :: a publication of Summit Group Software
888.929.1387 :: SummitGroupSoftware.com
7
Microsoft Dynamics CRM and SharePoint Integrations
By Matt Gronbeck — Microsoft Dynamics Consultant, Developer
Convergence 2010
By Josh Hoper and Erin Marr
S
W
ith the popularity of Microsoft Dynamics CRM booming, requests from customers wanting to leverage the Windows SharePoint Services and Microsoft Office SharePoint Server platform along with Microsoft Dynamics CRM to have one, single source for customer information are becoming more frequent. Companies have long been using Windows Sharepoint Services as a place to store documents, images, contracts and other information to be used by other members of the company, it is a natural fit to want to connect this company and customer data with the business critical data they maintain in Microsoft Dynamics CRM. Surprisingly, there really were not many products or ‘patches’ available to accomplish this. With this in mind, we set out to create some sort of link between Microsoft Dynamics CRM and SharePoint, a link that would ease manual entry when entering customer info in two different systems. The solution settled upon was a plugin designed to create a Sharepoint Document Library whenever a record in Microsoft Dynamics CRM is created. It can be any Microsoft Dynamics CRM record type, but the initial idea was centered on accounts and providing the ability to see and share documents related to customers without exiting Microsoft Dynamics CRM or opening a new screen. Once the Microsoft Dynamics CRM record is created and an associated Document Library has been created, they are linked together by retaining the URL of the new Document Library on the Microsoft Dynamics CRM record and showing the page in an Iframe on the same form in its own tab. The result allows CRM users to open a record for a customer, click the SharePoint tab and see all of the documents associated with that customer. It also allows the user to upload new documents or download existing ones for printing, editing, or e-mailing. This plugin has been implemented for a number of customers who use it in varying capacities. There are customers with Document Libraries created on several events, including: Account Creation, Opportunity Creation, Contact Creation, and Service Activity Creation. These customizations are expected as companies figure out a way to take this basic premise of linking SharePoint Document Libraries to Microsoft Dynamics CRM data in a way that makes sense for their business. Contact your account manager today if you would like to learn more about Microsoft Dynamics CRM and Microsoft SharePoint. This integration plugin may be your solution. ▲
outhern hospitality was available in large doses at Microsoft Dynamics Convergence 2010 held April 25-28, 2010 at the Georgia World Congress Center in Atlanta, GA. The 8,500 attendees at this year’s event participated in Interactive Discussions, attended Keynote Addresses and General and Concurrent Sessions, explored new solutions from 240+ ISV Partners in the Expo, and attained hands-on experience in the Community and Learning Center. Attendees were able to relax and network at multiple receptions hosted by Microsoft and attend social events hosted by Microsoft Dynamics Partners. We hosted our own Customer Appreciation event at Agatha’s - A Taste of Mystery in downtown Atlanta. A comedymurder mystery interwoven into a fivecourse dinner was performed by the au-
dience and two professional actors. The dinner theater provided frequent and hearty laughter and great opportunity to relax and socialize with each other. Our team and customers were also able to take advantage of a wonderful volunteer opportunity while in Atlanta – Projects with Purpose and Atlanta Youth Project Summer Camp provided the chance for volunteers to lend some “elbow grease” to double the capacity of the camp. The camp (located a short drive outside the Atlanta metro) provides at-risk inner city Atlanta youth a free opportunity to receive coaching in various sports, interact with all sorts of animals from miniature horses to alpacas in the farm environment, and participate in archery, swimming, canoeing, fishing and nature scavenger hunts. Our contribution came
in the form of building cabins, a workshop, dining area, and storage building, and some landscaping work on the beach. Microsoft shared key product announcements during the conference, including the availability of Microsoft Dynamics GP 2010 (available now!), Microsoft SharePoint 2010 and Microsoft Office 2010, as well as some important changes to pricing with Microsoft Dynamics GP. Microsoft Dynamics CRM 5.0 is also slated to release later this calendar year –available first to CRM Online customers. It’s not too early to start thinking about Convergence 2011, which will be in the same venue in Atlanta the week of April 10, 2011. We expect another great event and would be delighted to talk with you about planning your organization’s participation! ▲
8
the Summit 2010.2 :: a publication of Summit Group Software
888.929.1387 :: SummitGroupSoftware.com
9
Rockton Software’s Suite of Products
Auditor and Security Auditor Omni Price
Track data changes in Microsoft Dynamics GP and comply with Sarbanes-Oxley Legislation Auditor • Track, field, table or SQL level changes • Track who changed key data • Track why data changed with optional reason field • Includes E-Sign Security Auditor • Track changes to security set ups • Allow Segregation of Duties • Manage All Microsoft Dynamics GP security from one window
Dynamics Report Manager
Manage any pricing structure easily • Improve invoicing & SOP modules in Microsoft Dynamics GP • Create and update complex pricing structures • Comprehensive pricing matrix & filter-based selection system • Alter pricing based on customers, items or dates
Dynamics GP Toolbox
Secure, integrate, navigate and simplify day to day operations in Microsoft Dynamics GP • Manage logins, logout inactive users, and create advanced passwords • Monitor GP license usage • Redirect Zooms to Inquiry when a user can’t access Cards • Add PopUp notes or Tips of the Day to any window in GP • Find any window without needing to know its menu location For a full description of our products, please visit www.rocktonsoftware.com.
The premier report manager for Crystal, SQL Reporting Services, and Microsoft Dynamics GP Reports • Launch Crystal, SRS, Microsoft Dynamics GP reports
Dynamics R GP Toolbox from Rockton Software
By Alina Filipczak — Rockton Software
• Save thousands on Crystal Reports licensing
SmartFill (Certified for Microsoft Dynamics)
ockton Software got its start in 1999, when we first began offering custom Dexterity development. Today, Rockton is a creative company that develops products that make Microsoft Dynamics GP more intuitive and user-friendly to improve customer’s lives by making their work simpler and easier. Our solid solutions and customer service continue to be the unique strengths of Rockton Software. Making Microsoft Dynamics GP Work Simpler & Easier This past year we set out on a cross-country journey visiting Resellers and Customers on The Rockton Road Trip. We collected feedback, learned how our products are used, and took advantage of the opportunity to talk with clients on how to get more from their Rockton Solutions. In our search for the “next big thing” to develop for Microsoft Dynamics GP, we ran a contest and solicited product ideas from Microsoft Dynamics GP users. We were amazed at the quantity and quality of responses. No single idea resulted in one full product, but there were several suggestions that when rolled out together made for a great new product. Our development team poured their energy into creating this new product – Dynamics GP Toolbox. Dynamics GP Toolbox We proudly debuted the Dynamics GP Toolbox at Convergence 2010 in Atlanta, GA. Dynamics GP Toolbox combined some features from Rockton’s current product offerings, including: Auto logout features from Omni Tools, navigation assistance from Mentor, field finding from Inspector, and version compatibility from Version Pro. We mixed in the suggestions from our customers to create a complete product that improves security, navigation, integration, and day-to-day operations. The results are amazingly simple, yet totally effective and innovative! Need better security? The Password Policy tool allows for advanced password rules, and the User Lockout tool forces logouts of un> Rockton, continued on page 16
Search tool for Microsoft Dynamics GP • Quickly finds any data within Microsoft Dynamics GP • Customize search criteria • Search any Dexterity-based data fields, including 3rd party products • Save time and simplify data entry
Making Microsoft Dynamics GP Work Simpler & Easier
Receive a Free Starbucks Giftcard.
Just mention this ad and participate in a live product demo for any of our products by July 16th, 2010. Ask about FREE trial keys!
Rockton suite of products: Auditor Security Auditor Dynamics GP Toolbox Dynamics Report Manager Omni Price SmartFill
Please contact us at [email protected] or call us at 877-476-2586 www.rocktonsoftware.com
Work Simpler & Easier
10
the Summit 2010.2 :: a publication of Summit Group Software
888.929.1387 :: SummitGroupSoftware.com
11
change-orders where necessary to maintain profitability • Understand how each cost-item is impacting profitability and focus on most profitable components when considering projects or jobs to take
rial, AIA, cost plus, cost plus NTE, fixed price, percentage complete andscheduled billings) • Greater control of project billing through flexible billing rates, overhead allocation, markup rules and multiple billing methods • Ability to print detailed job invoices in multiple currencies
One Contract for Multiple Jobs Across Several Divisions
Effective Cost Management with
By Oxana Belikh — WennSoft Business Software
• Track cost elements at a detailed level across labor, sub-contractors, vendors, materials and tools, using segmentation designed for tracking them • Manage labor and utilization • Roll up multiple or unique jobs/components into a project • Provide estimates of job costs • Define categories of costs • Receive business alerts to proactively notify project managers of due dates and contract requirements • Forecast costs to complete • Manage billing and retainage
Greater Billing Control and Flexibility
WennSoft
F
or any mid-sized business, particularly those in construction or specialty contracting, controlling costs is an absolute essential for success. An organization’s ability to maintain profitability requires excellent cash management and real-time visibility into their financials. Having these attributes enables companies to make better decisions about which areas of the business to adjust or even expand. Organizations looking to improve their cost management should consider software solutions offered by WennSoft®. WennSoft has helped thousands of contractors manage their financials, control costs and gain a competitive edge.
Cost Management Plus
Designed to control and manage unbilled receivables and create invoices, Cost Management Plus delivers shortened billing cycles and improved cash flow. As a project progresses, charges flow into the billing system from various sources such as accounts payable, purchase orders, inventory and payroll modules. Cost Management Plus provides greater billing control and flexibility by offering: • Single point data entry • On-demand direct entry invoicing • Multiple billing types supported (time and mate-
The Project Level Building component of Cost Management Plus is designed for organizations with multiple divisions working on a single contract. It allows organizations to create a single contract with multiple jobs and track project-level costs, billing, and revenue over multiple divisions (e.g., electrical, HVAC and plumbing). Users can create a single invoice for all jobs within a project and post one account-receivable transaction, effectively updating the appropriate revenue accounts based on the division assigned to each individual job. The integration to financials provides a top-to-bottom view of the project performance—from big picture to a snapshot of individual cost code activities within a job.
WennSoft TimeTrack & Expense Entry
Designed to make the most of a business by streamlining the collection of labor and related expenses through a single point-of-entry, the optional time-tracking and expense entry module quickly and easily expedites time card processing for posting labor to work order, contracts and payroll. Employees can charge time to service calls on a daily basis, even if away from the office utilizing the Internet and eTimeTrack, providing
> Wennsoft, continued on page 16
Want Better Cost Management?
Use WennSoft Job Cost & Time Track
Visibility into areas of profit or loss Management agility to come in under budget Single entry with system-wide impact Built on Microsoft Dynamics® GP
WennSoft recently unveiled a new offering, Cost Management Plus from WennSoft®, which is designed to help mid-sized organizations gain visibility into the costs associated with their organization’s activities including specific projects, jobs or systems. Cost Management Plus also enables organizations to track project costs while at the job site. Cost Management Plus integrates a complete project management solution with the superior financial management capabilities of Microsoft Dynamics® GP to give project managers the ability to utilize job data and proactively manage labor, materials, equipment, subcontractors and other user-defined cost categories.
Visibility into Costs
WennSoft Cost Management Plus allows operational managers, project managers and executives exceptional visibility into costs including: • Compare costs against estimates throughout the project, make forecast and estimate revisions as well as produce job
Find out what WennSoft can do for you! Contact Oxana Belikh at 262-317-3727
®
People • Process • Product Integration by Design www.wennsoft.com
12
the Summit 2010.2 :: a publication of Summit Group Software
888.929.1387 :: SummitGroupSoftware.com
13
> Management Reporter, continued from page 5
to Upgrade to Microsoft Dynamics GP 2010
By Joe Tews — Microsoft Dynamics Consultant, MCT and Shawn Stewart —Microsoft Dynamics Consultant, Project Manager
Reasons
formats, and reports are hosted and stored securely. Increase productivity and effectiveness—Generate, view, and distribute reports in the centralized Report Library, which helps people get the information they need to quickly analyze data and make informed decisions. Transition easily—Use the Management Reporter Migration Wizard to quickly move report definitions from FRx 6.7 and maintain formatting. Customize existing reports—Use new customization features to modify migrated reports with the familiar, yet enhanced look and feel of FRx. Help protect financial data—Leverage the enhanced security of Management Reporter to help protect sensitive data and business information. Lower total cost of ownership (TCO)—Pricing and licensing costs for Management Reporter are designed to make upgrading from FRx 6.7 as easy as possible. Upgrading to Management Reporter positions companies to achieve an increasingly higher ROI as Microsoft adds functionality such as budgeting and forecasting in future releases. Talk to your Account Manager to understand your licensing situation and the next steps. Migration of FRx Data and Reports The Management Reporter Migration Wizard makes it quick and easy to migrate report definition data from FRx to Management Reporter with a simple step-by-step wizard. First
is the actual data migration, Rows, Columns, Trees, font styles, and lists of companies can be migrated. This is a migration and conversion process, because all FRx data is copied to the Management Reporter database where it is converted to the dimension-based system of Management Reporter. Next is the built-in validation process which can be run separately from the data migration. Validation evaluates each building block to ensure it meets all the necessary formatting requirements in Management Reporter. Validation helps: • Ensure proper formatting of reports. • Save time by validating before report generation. • Automatically prevent invalid formulas because it requires users to validate and save building blocks ongoing. Currently, the migration tools do not support the migration of .frd files (finished reports) or company setup, but you can configure companies directly in Management Reporter. Management Reporter will only interface with Microsoft Dynamics GP 2010, so upgrade is required prior to switching to Management Reporter. (FRx will not work with Microsoft Dynamics GP 2010). You should discuss with your Partner the timing of upgrading and any considerations specific to your use of FRx and Microsoft Dynamics GP. Be sure and check the Events Calendar for upcoming training classes on Management Reporter in your area. Contact your Account Manager today with any questions and to discuss the next steps to getting started with Management Reporter. ▲
I
t’s here! Microsoft Dynamics GP 2010 has released and is ready for action! Here are the Top 10 Reasons to upgrade:
1 Microsoft Office Word Templates – There has probably been a need at some point in your organization to make a change to a report. This change could have been as small as adding a company logo to something as big as adding and removing fields. Up to this point, these changes required users to create a modified Report Writer report. These types of modifications can now be made with a simple and well-known utility, Microsoft Office Word, and printing to Microsoft Word can occur straight from Microsoft Dynamics GP! 2 Workflow Enhancements – A number of enhancements have been made to the Workflow system. First and foremost, there is no longer a
need to have a full Microsoft Office SharePoint Server implementation to run Workflow! You can now run Workflow on the free Microsoft SharePoint Foundation product. As well as making Workflow affordable, there are four new workflows available – Employee Onboarding, Vendor Approval, Employee Personnel Approval, and Electronic Signatures which allows you to bring the functionality of Electronic Signatures outside of Microsoft Dynamics GP. 3
E-mail Documents – Along with the abil-
ity to print documents and reports utilizing Microsoft Office Word, you now have the ability to create customized e-mail messages and send the reports to customers/vendors through e-mail! This can include invoices or other documents. 4 SQL Reporting Services Reports – Microsoft Dynamics GP 10.0 introduced the idea of SQL
> Top 10, continued on page 17
14
the Summit 2010.2 :: a publication of Summit Group Software
888.929.1387 :: SummitGroupSoftware.com
15
Meet the Team –
Shawn Stewart
hawn Stewart is one of the most recent additions to the team and joins as a Senior Consultant and Project Manager for Microsoft Dynamics products.. He has worked nearly 18 years with Microsoft Dynamics GP. His early experience includes time in both the consulting and product development organizations at Great Plains software followed by nearly 10 years working as a consultant – both as an independent contractor as well as working with multiple Microsoft Dynamics partner organizations. As a consultant, Shawn worked on a variety of deployments including very complex, multi-million dollar projects as well as managed a consulting practice. His areas of specialty include: Microsoft Dynamics GP infrastructure and tools, data migrations, inventory management and distribution, business analysis, and project management. His many years of experience make him a very valuable and tenured addition to the team. In his free time, Shawn enjoys golfing, fishing, hunting, and camping with his family. ▲
> Rockton, continued from page 10
> Top 10, continued from page 14
S
authorized users. Trouble with stuck batches? Batch resetting is a one-click process. Dynamics GP Toolbox Key Features • Manage logins, logout inactive users, and create advanced passwords • Login Logging monitors GP license usage • Open or close periods across multiple companies at the same time • Inspector helps find field and table information (useful for Smartlist Builder, Extender, etc.) • Mentor finds any window without needing to know its menu location • Easily find the Role/Task needed to grant or revoke security access • Redirect zooms to Inquiry when a user can’t access Cards • PopUps add notes or Tips of the Day to any window in GP The full functionality of Dynamics GP Toolbox is available for Microsoft Dynamics GP 10.0 and Microsoft Dynamics GP 2010. Limited functionality is available for older versions of Microsoft Dynamics GP. Please contact the Rockton team for more information at [email protected] or call 877-476-2586. ▲
> Wennsoft, continued from page 13
Server Reporting Services (SRS) Reports. With the new release of Microsoft Dynamics GP 2010, there are a number of new out-of-the-box SRS reports that are available, including Key Performance Indicator reports that can be displayed through your Microsoft Dynamics GP Metrics page. 5 Management Reporter – FRx has been replaced with a new, stronger financial reporting engine called Management Reporter. Have you ever wanted to add logos or images to your financial reports? Worried about current FRx security? Want to install financial reporting on a 64-bit machine? Management Reporter is the answer to a lot of frustrations surrounding FRx for financial reporting! This new, SQL-based reporting platform gives you greater functionality for all of your financial reporting, and provides a migration path from FRx 6.7! 6 Drill Thru Reports – Building on SQL Server Reporting Services Reports, Microsoft Dynamics GP 2010 offers a new way to view data. A new feature known as Drill Thru Reports allows you to drill deeper into SRS Report data, and even offers the ability to drill directly into your Microsoft Dynamics GP windows! For example, view a report of sales data for the quarter, drill through to an individual customer and view sales data for that customer for the quarter, and drill through even further into Microsoft Dynamics GP and have it pull up the Customer Card with the customer information already pulled up! 7 Combining General Ledger Budgets – In many organizations, there is typically some sort of defined budget
process. Budgets are sent to departments, and then everything is combined into a single budget for the next year. Microsoft Dynamics GP 2010 makes it easy to combine multiple budgets into one single budget. 8 Purchase Order Returns Enhancements – Microsoft Dynamics GP 2010 adds PO Returns enhancements to give a few more options for returns processes. You now have the option to choose whether you want the returned items replaced by the vendor. Users will also have the option to determine how the invoice match will be handled. 9 Excel Report Pivot Tables – With Microsoft Dynamics GP 2010, organizations will now be able to capture the Pivot Table functionality in Microsoft Excel in addition to the standard Microsoft Excel Reports available today. 10 Benefit Self Service Confirmation Statements and Enrollment Summary Reports – There have been reporting modifications made to Benefit Self Service in Dynamics GP 2010. Employees can now see which processes have or have not been completed regarding a benefit enrollment with a number of new reports. Managers can also see and print which processes have or have not been completed regarding a benefit enrollment as well as summary metrics with totals for annual and employee enrollments. Be sure to check the Events Calendar for upcoming training classes on Microsoft Dynamics GP 2010. Talk with your Account Manager today about upgrade timing and next steps. ▲
Jeff Weber
eff Weber has been a part of the team since 2005. As a GP Consultant, Jeff assists clients in many areas including new system and module implementations, business process consulting, creation of custom reports and integrations. Building custom SQL Reporting Services (SRS) Reports and custom Crystal Reports is a particular aspect of Jeff’s responsibilities he enjoys. Jeff is also one of the main contributors to a blog site – the ERP Software blog (www.erpsoftwareblog.com) – of which we are a contributing partner. Prior to joining the team, Jeff worked as a cost accountant for two prominent manufacturing companies in Eastern Nebraska. With each company he spent significant time as a key member of teams responsible for the implementation of the company’s manufacturing accounting software. Jeff received his bachelor’s degree in Accounting from the University of NebraskaLincoln and enjoys supporting the Huskers! When he is not busy assisting clients, Jeff enjoys spending time with his wife and their son, golfing, playing volleyball, traveling or working around the house. ▲
J
more accurate information and eliminating double-entry. Supervisors and managers can quickly review timecards and post labor transactions to billing and third party payroll providers. This means a faster billing cycle, better cash flow and quicker management reporting cycles. TimeTrack also allows users to monitor and analyze labor costs, helping clients make informed and timely labor-related business decisions, details, update and more.
Manage Subcontractor Agreements More Efficiently
Effectively managing subcontractor agreements can be a daunting task. The optional Subcontractor module enables more effective management of subcontractor arrangements and tracks critical information including: • Insurance • Lien Waivers • Draw requests • Retention requests • Workers compensation expiration dates • Certification expiration • Change order status for inclusion in AIA billing • Payment control when paid by customer (pay-when-paid) If you’d be interested in learning how WennSoft Cost Management Plus can help your organization proactively manage your project costs, please contact Oxana Belikh at 262-317-3727. ▲
888.929.1387 :: SummitGroupSoftware.com
16
the Summit 2010.2 :: a publication of Summit Group Software
17
Events Calendar • 2010.2
To register for any of these events, go to SummitGroupSoftware.com and click on Training.
Date 7.12.10 7.13.10 to 7.14.10 7.19.10 to 7.20.10 7.29.10 to 7.30.10 8.3.10 8.3.10 8.9.10 to 8.10.10 8.10.10 8.10.10 8.11.10 8.17.10 8.17.10 8.17.10 8.23.10 to 8.24.10 8.23.10 to 8.24.10 8.24.10 8.25.10 to 8.24.10 8.30.10 to 9.1.10 8.31.10 9.2.10 to 9.3.10 9.8.10 9.8.10 to 9.9.10 9.9.10 to 9.10.10 9.10.10 9.13.10 to 9.14.10 9.14.10 9.14.10 9.15.10 to 9.16.10 9.17.10 9.20.10 to 9.24.10 9.21.10 9.21.10 9.22.10 9.24.10 9.27.10 to 9.28.10 9.27.10 to 9.29.10 9.28.10 9.28.10 Workshop Type Online Classroom Classroom Classroom Online Online Classroom Online Online Classroom Online Online Online Classroom Classroom Online Classroom Classroom Online Classroom Online Classroom Classroom Classroom Classroom Online Online Classroom Classroom Classroom Online Online Online Classroom Classroom Classroom Online Online Location West Fargo, ND West Fargo, ND West Fargo, ND Course Introduction to Microsoft Dynamics CRM for Sales Microsoft Dynamics and Microsoft SQL Reporting Services Microsoft Dynamics CRM 4.0 Administration FRx I Essentials Introduction to Microsoft Dynamics GP 2010- General Ledger Introduction to Microsoft Dynamics GP 2010 - Inventory Implementing Microsoft Office SharePoint Server 2010 Introduction to Microsoft Dynamics GP 2010 - Payables Management Introduction to Microsoft Dynamics GP 2010 - Purchase Order Processing SharePoint/Microsoft Dynamics CRM 4.0 Integration Workshop Introduction to Microsoft Dynamics GP 2010 - Receivables Management Introduction to Microsoft Dynamics GP 2010 - Sales Order Processing Introduction to Microsoft Dynamics CRM for Service Microsoft Dynamics and Microsoft SQL Reporting Services FRx I Essentials Introduction to Microsoft Dynamics GP 2010 - Bank Reconciliation FRx II Essentials
West Fargo, ND
West Fargo, ND
Date 9.28.10 to 9.29.10 9.30.10 to 10.1.10 10.4.10 to 10.5.10 10.5.10 10.5.10 to 10.6.10 10.6.10 10.6.10 to 10.8.10 10.7.10 to 10.8.10 10.11.10 to 10.12.10 10.12.10 10.13.10 to 10.14.10 10.15.10 10.18.10 10.18.10 to 10.22.10 10.19.10 to 10.20.10
Workshop Type Classroom Classroom Classroom Online Classroom Online Classroom Classroom Classroom Online Classroom Classroom Online Classroom Classroom
Location Kansas City, MO Kansas City, MO West Fargo, ND Omaha, NE West Fargo, ND Omaha, NE West Fargo, ND West Fargo, ND West Fargo, ND West Fargo, ND Des Plaines, IL (Chicago)
Course Management Reporter for Microsoft Dynamics GP 2010 Microsoft Dynamics and Microsoft SQL Reporting Services Business Intelligence for Microsoft Dynamics GP 2010 Introduction to Microsoft Dynamics GP 2010 - Bank Reconciliation Microsoft Dynamics CRM 4.0 Administration Introduction to Smartlist Builder for Microsoft Dynamics GP Microsoft Dynamics GP 2010 - Distribution Management Reporter for Microsoft Dynamics GP 2010 Microsoft Dynamics CRM 4.0 Administration Introduction to Microsoft Dynamics GP 10.0 - Fixed Assets Implementing Microsoft Office SharePoint Server 2010 SharePoint/Microsoft Dynamics CRM 4.0 Integration Workshop Introduction to Microsoft Dynamics CRM for Service Microsoft Dynamics GP 2010 - Financials FRx I Essentials Introduction to Views for Microsoft SQL Server Reporting Services FRx II Essentials
West Fargo, ND Des Plaines, IL (Chicago)
10.20.10 Online 10.21.10 to 10.22.10 Classroom 10.26.10 to 10.27.10 Classroom 10.26.10 to 10.27.10 Classroom 10.28.10 Classroom
Des Plaines, IL (Chicago) West Fargo, ND Microsoft Dynamics CRM 4.0 Customization and Workflow Introduction to Microsoft Dynamics GP 10.0 - Fixed Assets West Fargo, ND Business Intelligence for Microsoft Dynamics GP 2010 Introduction to Microsoft Dynamics GP Table Relationships Des Plaines, IL Microsoft Dynamics CRM 4.0 Administration (Chicago) West Fargo, ND Implementing Microsoft Office SharePoint Server 2010 Des Plaines, IL Marketing in Microsoft Dynamics CRM 4.0 (Chicago) West Fargo, ND Management Reporter for Microsoft Dynamics GP 2010 Introduction to Microsoft Dynamics GP 2010- General Ledger Introduction to Microsoft Dynamics GP 2010 - Inventory West Fargo, ND Microsoft Dynamics and Microsoft SQL Reporting Services West Fargo, ND Marketing in Microsoft Dynamics CRM 4.0 Des Plaines, IL Microsoft Dynamics GP 2010 - Financials (Chicago) Introduction to Microsoft Dynamics GP 2010 - Payables Management Introduction to Microsoft Dynamics GP 2010 - Purchase Order Processing Introduction to Microsoft SQL Server Views for Microsoft Dynamics GP West Fargo, ND Payroll for Microsoft Dynamics GP 2010 West Fargo, ND FRx I Essentials Des Plaines, IL Implementing and Maintaining Microsoft SQL Server 2008 Reporting (Chicago) Services Introduction to Microsoft Dynamics GP 2010 - Receivables Management Introduction to Microsoft Dynamics GP 2010 - Sales Order Processing
Des Plaines, IL (Chicago) West Fargo, ND Management Reporter for Microsoft Dynamics GP 2010 West Fargo, ND Microsoft Dynamics and Microsoft SQL Reporting Services West Fargo, ND Summit 2010 Microsoft Dynamics User Conference
To register for any of these events, go to www.summitgroupsoftware.com and click on Training. Courses subject to change, check the website for the most up to date schedule.
THE LEADER IN DATA MIGRATION AND INTEGRATION FOR MICROSOFT DYNAMICS® CRM AND MICROSOFT DYNAMICS® GP
888.929.1387 :: SummitGroupSoftware.com
18
the Summit 2010.2 :: a publication of Summit Group Software
19
BIG
Big things happen when sales strategy, brand strategy, and compelling marketing work in unison to hit your target audience.
Big things like shortened sales cycles, sales and marketing accountability, and that thing called customer loyalty.
THINGS
HAPPEN
Ready for big things? AdvertisingMarketing.com
Marketing Strategy Sales Consulting & Training Brand Strategy 300 NP Avenue, Suite 204, Fargo 701.280.2475
