Summit Magazine Summer 2011

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    Welcome to the Summer 2011

    edition o The Summit!

    Our team has worked hard

    to put another great edition together

    with lots o great content.

    I want to frst thank all o our

    clients that made the 7th Annual

    Customer Appreciation Reception

    at Convergence 2011 in Atlanta, GA

    such a big success. Check out our

    Take Aways rom Convergence

    on page 18 or a great recap o the

    event. The next Convergence is scheduled or March 2012 in

    Houston, TX.

    Registration is now open or Summit Group Sotwares 3rd

    Annual Customer Conerence Summit 2011. Summit 2011 is

    scheduled or October 13, 2011 at the Microsot Executive Brie-

    ing Center in Fargo, ND. With dozens o sessions, third partysolution providers, and great networking opportunities we are

    working hard to make this event even better than last year. Visit

    our website today to register early or a chance to win a Conver-

    gence credit or 2012!

    2011 has been an extremely busy year at Summit Group

    Sotware. We have been working to upgrade many clients to

    Microsot Dynamics GP 2010 and/or Microsot Dynamics CRM

    2011. I you have not yet upgraded, make sure to visit wit h your

    From the Presidents Desk

    account manager and get on our schedule. You should als

    sider enrolling in our Managed Services Premium plan.

    plan includes unlimited technical support, discounted tra

    upgrades, and numerous other benets.

    As summer approaches, please also note we are conti

    to expand our training calendar and are pleased to oer

    more Remote Classroom training classes to increase the ac

    bility o our training oerings. This Remote Classroom tra

    is a ull classroom equivalent including training manual

    access to a hands-on lab environment, delivered 100% ov

    internet. Now is the time to get signed up and take advanta

    these great training opportunities.

    We welcomed Luke Helm to the Summit Group So

    team in March as a member o our Microsot Dynamics

    Consulting Team. We are working to make several more

    as summer approaches to urther expand and enhance our

    I hope you nd this edition valuable and would appr

    your eedback on how we can make it even better. Pleaseany suggestions to [email protected]

    rst ve people to send a suggestion will get a $20 Starbuck

    card!

    Thanks or your continued business!

    888.929.1387 :: SummitGroupSoftware

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    Purchasing and maintaining sotware is a costly activity.

    The expense is not only wrapped up in licensing; but in-

    cludes the time that goes into keeping sotware up to date,

    installing it on new workstations, and maintaining the servers

    needed to provide email and other business applications.

    Microsots Oce 365, the successor to the current Busi-

    ness Productivity Online Services, shits a number o traditional

    products and services rom the server room to the Cloud. In-

    cluded in Microsots upcoming release o Oce 365 are Micro-

    sot Exchange 2010, SharePoint 2010, Lync Online, and the Oce

    Web Apps with (optional) licenses or the ul l Oce ProessionalPlus, plus a SharePoint-based public website. For an enterprise,

    it promises convenience. For a small business, it is less expensive

    and simpler than buying and managing a server.

    Bundled Applications

    As stated, Oce 365 comes packaged with Exchange Onli ne

    2010, SharePoint 2010, Lync Online, and the Oce Web Apps.

    Some o these applications are amiliar, such as Exchange and

    Sharepoint, but others may not be as recognized. Lync Online is

    the next generation o Oce Communications Server Micro-

    sots internal instant messaging application and Oce Live

    Meeting. They have combined these products into one ull-ea-

    by Matt Bitzegaio Microsoft Dynamics CRM Consultant

    Cloudy is Good

    Ofce 365

    tured communication and collaboration

    tool. The Oce Web Apps are also new.

    As the name suggests, these are web-

    based versions o the popular Microsot

    Oce tools Word, Excel, PowerPoint,

    and OneNote. These tools are accessible

    rom any web browser and allow seam-

    less sharing o documents with other

    users. With the addition o these tools,

    Oce 365 is truly a unied system or

    communications and oce automation.

    Management Tools

    Administrators will certainly ben-

    et rom going down the Oce 365 path.

    Setting up Exchange, Lync Online and

    SharePoint servers can be a prohibitive-

    ly expensive and complicated process.

    These products installed on premise

    require ongoing management. Sign-

    ing up or Oce 365 is simple and takes

    you straight to an online management

    console. This covers the settings or the

    service, subscription management or ac-

    counts, and Oce client licenses which

    can be allocated individually or via Ac-

    tive Directory roles or policies. It also

    displays service health with warnings

    or any scheduled maintenance. All this

    makes moving to Oce 365 a clear and

    manageable process.

    The vast majority o server eatures

    needed are presented in an easy-to-man-

    age manner rom laying out SharePoint

    sites to sophisticated options or auditing.

    There is also the ability to c reate a central

    metadata store to normalize key business

    and technical terms in SharePoint librar-

    ies to improve index and search.

    The tools or managing mobile de-

    vices are particularly useul allowing the

    user to set policies such as orced encryp-

    tion, block devices that do not accept

    policies, and remotely wipe lost devices

    including iPads. The rumor is it will also

    include ree support o BlackBerr y.

    A ew more changes include theability to delegate a vanity domain. This

    allows internal Oce 365 resources to

    appear as rom the organizations do-

    main instead o mydomain.onmicrosot.

    com and migrates existing email do-

    mains to Oce 365. Finally, Active Di-

    rectory ederation services can be used

    or true single sign-on which means the

    same password can be used to sign into

    client PCs, Oce 365, email, SharePoint,

    and Lync.

    Whats missing?

    Oce 365 lacks the Business Data Catalog because Microsot is working on

    to guarantee data privacy. Another hole is the lack o ull integration with voice

    allows voice and video conversations through the desktop client, but does not yet

    one number that routes to the desktop, mobile, or desk phone as one moves aro

    There is no Exchange voice mail search and no mobile Lync client or a ny platorm

    crosot does not plan to provide voice telephone services itsel. Instead, it will pa

    with existing voice providers who can integrate their services with Oce 365

    are expected to arrive in about a year. Finally, the lack o ederation with publ

    services such as AOL, Yahoo, and Google may cause a ew complaints. Import

    remember we are only in Beta today.

    Assuming Oce 365 has the same level o reliability as Business Productivit

    ce Suite (BPOS) at this price, it could be hard to make a case or on-premise

    servers unless the business is regulated. The inclusion o Lync Online and Share

    are the icing on the cake. Oce 365 urther extends Microsots credibility with

    ness cloud services. Contact your account manager today or more inormation

    see a demo.

    888.929.1387 :: SummitGroupSoftwarethe Summit 2011.2 :: a publication of Summit Group Software

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    > Manage - Recruit, continued on

    I

    ts done! The Human Resources component or Microsot Dynam-

    ics GP is installed. Now what? Just how is this going to make lieeasier or managing employees, recruiting new employees, moti-

    vating and retain ing the workorce? Two words Human Resources.

    Benets o Microsot Dynamics GP Human Resources

    Manage an organization and employees by standardizing pro-

    cesses. Update positions and departments with ease and quality re-

    porting; ensure the hiring process is consistent by using the Appli-

    cant component o Human Resources along with built in checklists

    or hiring and orientation. Track training, ski lls and education along

    with applications assigned to requisitions. Streamline inormation

    with the integration between Human Resources, Payroll, and the

    by Gina Hoener

    Microsoft Dynamics GP Consultant, MCT

    ManageRecruitMotivateRetain

    General Ledger.

    Recruit candidates by matching

    external and internal applicants to open

    positions, identiy skill shortages, attach

    scanned resumes to candidate records,

    and transorm candidate inormation

    into employee records. Complete em-

    ployee setup and tracking with atten-

    dance and accrual options, leave ulll-

    ment, training records, and company

    reporting. Manage the interviewing and

    hiring o applicants by setting checklists

    or various positions and departments.

    Track company property, orientation pe-

    riods and training, and goal setting.

    enable HR

    proessionals to be more

    efcient when tracking

    employee inormation

    Motivate the workorce by man-

    aging perormance, benets, and com-

    pensation. Implement benet plans, pay

    rates, salary and promotion inormation,

    and training standards. Use weighted

    scores to support perormance reviews

    and improve review processes by build-

    ing standardized checklists. Activate u-

    ture eective setup records while still be-

    ing able to track history. The exibility o

    workorce management will enable HR

    proessionals to be more ecient when

    tracking employee inormation.

    Retain staf by managing their skills

    and abilities. Ensure employee saety

    while increasing productivity by track-

    ing injuries, OSHA, goals, education,

    and training. Track required tests and

    education along with complying with

    government regulations or reporting.

    Capture changes by automating history

    and keeping historical views o certica-

    tions, licenses, testing, and health related

    records. Empower employees and man-

    agers to complete requirements by pro-

    viding access to certication and training

    inormation through Microsot Business

    Portal.

    Advanced Human Resources

    Beneft Liecycle Manager is de-

    signed to create deduction setup records

    that will be activated at a uture date.

    Previous records are tracked in history. Future Eective dates are assigned to re

    and activated at the appropriate time. Future Eective records can be created o

    Miscellaneous Benets, Health Insurance, Lie Insurance, and Retirement Plans

    corresponding Payroll Benet and Deduction will also be activated. History is tr

    or both current and uture benet inormation.

    Certifcation, License, and Training Manager creates the link between

    traini ng, certications, and education. Expiration dates and renewal periods are tr

    and available to query on required certications and dates o expiration. Custom

    ries can be created or specic groups o employees with particular certicatio

    censes and/or training. This product enhances the core skill and certication tra

    in the HR module. Unlimited certication, license, and training records can be cre

    The SmartList Builder will allow additional queries and reporting options.

    Employee Health and Wellness Manager provides tracking or all imm

    tions, vaccinations, and tests or your employees. Follow-up vaccinations, immu

    888.929.1387 :: SummitGroupSoftwarethe Summit 2011.2 :: a publication of Summit Group Software

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    > Manage - Recruit, continued rom page 7

    Looking to get the most benet rom your organizations annual Microsot Dynam-

    ics enhancement? CustomerSource is a valuable tool available and included as a

    part o the annual enhancement ee. CustomerSource allows easy 24-hour-a-day

    access to an organizations specic license inormation and an abundance o inorma-

    tion related to Microsot Dynamics products this is an enhancement benet you

    should not miss out on.

    Whether a seasoned Microsot Dynamics veteran or a new user, there are train-ing resources available through CustomerSource to enhance knowledge o Microsot

    Dynamics applications. With numerous tutorials available, CustomerSource provides

    a general overview o many dierent topics related to application usage. I looking

    or interaction with other Microsot Dynamics users, participate in one o the online

    orums provided. Through these orums, gain the ability to exchange ideas and solu-

    tions with other users while keeping abreast o the latest discussions around current

    Microsot Dynamics news.

    In addition to the articles presented on Microsot Dynamics products, there are

    also industry specic articles covering many dierent industries allowing opportunity

    to learn the best practices o others in same or similar industries. Perhaps an industry

    specic third-party (ISV) solution to add to your Microsot Dynamics application is

    CustomerSourceYour Direct Connection to Microsoft

    by Paul Johnson, CPA, MBA

    in need inormation is presented on many o the options

    available.

    There is plenty o inormation available or technical

    users in charge o an organizations internal Microsot Dy-

    namics operations. Whether looking or installation and

    setup guides, system requirements documentation or tech-

    nical white papers, it is available through CustomerSource.

    I troubleshooting an issue with a Microsot Dynamics

    product, utilize the Knowledge Base to nd answers, solu-

    tions, and how-to articles on the most common questions.

    Questions about the next application release or evaluating

    organizational IT strategy can be answered by reviewing

    the Microsot Dynamics product roadmaps and ongoing

    product innovation.

    CustomerSource also provides inormation regarding

    specic Microsot Dynamics product licensing. With the

    ability to update organizational inormation and personal

    proles, retrieve registration keys and track enhancement

    plan expiration date, there is instant access to inormation

    vital to an organizations specic license.

    While all existing customers current on their enhance-

    ment plan should already have access to CustomerSource,

    i you have not yet set this up or are unsure how to access

    CustomerSource, please contact your Account Manager or

    assistance.

    tions, and tests can be scheduled and the data is easily avai

    Templates will acilitate assignment and tracking o req

    ments by employee. Unlimited Categories, Codes, and R

    types can be created and associated to related Injury and I

    tracking. Because o the sensitive inormation related t

    health and wellness o employees, compliance with HIPPA

    lations as it pertains to the data is the responsibility o the

    Benet Sel Service or Microsot Dynamics GP

    Leverage the power behind Microsot Oce Share

    Server and Microsot Business Portal. Quickly deploy

    based enrollment to any size company. Organizations ga

    ciency and control whi le employees can conveniently ev

    their benets.

    Rule-based conguration oers exibility o benet

    ings and assigning options to employee groups. Step-by

    Wizards will guide employees through the enrollment pro

    Selections can be saved and reviewed beore submitting. L

    data entry rom your HR proessionals and help eliminat

    per-based systems by implementing Benet Sel Service.I you want to learn more about how Microsot Dyn

    GP Human Resources can be put to use in your organiz

    contact your account manager today.

    888.929.1387 :: SummitGroupSoftwarethe Summit 2011.2 :: a publication of Summit Group Software

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    Quote and Order

    Automation Solutions

    Experlogix Product Congurator

    for

    Microsoft Dynamics

    Delivers 100% quote & order accuracySimplies sales of complex productsPortal/Web interface option

    For more information, please contact

    [email protected]

    www.experlogix.com

    The Experlogix Congurator extends Microsot Dynamics CRM and Microsot

    Dynamics ERP, including Microsot Dynamics GP, into a sophisticated pricing

    and product conguration system with native Microsot-certied integration.

    For manuacturing applications, Experlogix congures Microsot Dynamics GP sales

    orders and instantly creates bills-o-materials and manuacturing orders eliminating

    the need or large libraries o pre-built BOMS and routi ngs. Experlogix expertly guides

    Microsot Dynamics CRM on-premise and online users through every aspect o an op-

    portunity, quote, and order.

    Here are a couple o examples o how Experlogix is helping businesses today. The

    rst is a technology value-add reseller that congures time-critical proposals or thearmed services in Microsot Dynamics CRM and Microsot Dynamics GP and Exper-

    logix and the second a Volvo Construction Equipment dealer that congures mobile

    industrial equipment to sectors that include construction, mining and utilities in Mi-

    crosot Dynamics CRM and Experlogix.

    Global Technology Resources, Inc.(GTRI) specializes in helping clients align IT

    investments with business strategy or a diversied client base which includes every

    branch o the armed services, multiple civilian government agencies and a spectrum o

    commercial enterprises. The companys end-to-end consulting solutions address busi-

    ness needs in LAN/WAN IT strategy, VOIP and unied communications, inrastruc-

    ture, wireless, network convergence, systems management, business continuity, stor-

    age & backup, and project management.

    By Kathleen Hughes, Experlogix

    Create Quotes and Orderswith Speed and Accuracy

    Fast, Easy to Use Congurator that Integrates with

    Microsot Dynamics CRM and Microsot Dynamics GP

    To drive expansion, GTRI added more services or its

    clients which drove a need to replace their Excel-based quot-

    ing system to support the daily production o dozens o time-

    critical proposals. Quoting with Excel is cumbersome and

    did not allow or robust product conguration. We needed

    a congurator that was ast, easy to use and integrated with

    Microsot Dynamics CRM as well as Microsot Dynamics

    GP, says Jeremy Johnson, GTRI Sr. Solutions Analyst. The

    congurator would also need to interace with web services

    rom vendors to allow or continual product and price up-

    dates.

    The seamless integration o Experlogix with

    Microsot Dynamics CRM eliminates the

    requirement or redundant data entry

    Focus on Clients and Leave the Quoting to ExperlogixFlexibility was the biggest requirement in choosing a

    new quoting application to meet our needs. Our vendor se-

    lection process included looking at all the quoting and con-

    guration applications available across multiple platorms,

    continues Johnson. GTRI narrowed their search to a con-

    gurator with integration with Microsot Dynamics CRM to

    ensure accurate opportunity orecasting as well as a seam-

    less quoting experience or their sales team. From the ini-

    tial product demonstration through our go-live day, we

    believed Experlogix was committed to making our project

    successul and they delivered. They even tailored a ew ap-

    plication releases to specical ly meet our needs.

    Benets

    100% accurate quotes

    Improved quote delivery time

    Prot margin calculations

    Enhanced opportunity orecasting

    Real-time sales tax calculations via AvaTax integration

    Microsot Dynamics CRM integration

    Since going live with the Experlogix Congurator,

    GTRIs quote accuracy has increased dramatically - even

    warning reps when negative prot margins have been cal-

    culated prior to sending a proposal to a client. And correct

    quotes convert to accurate orders which even aects GTRIs

    purchasing department as signicant time is saved when cus-

    tomer orders are accurate. The support and service have

    been stellar. Experlogix has provided us with exactly what

    we need or end-user support, says Johnson. Now we can

    ocus on helping our clients align IT investments with busi-

    ness strategy and leave the quoting to Experlogix.

    Strongco sells rents and services mobile industrial

    equipment to sectors that include construction, road build-

    Featured ISV

    > Experlogix, continued on page 12

    888.929.1387 :: SummitGroupSoftwarethe Summit 2011.2 :: a publication of Summit Group Software

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    ing, mining, orestry, utilities and munic-

    ipalities. Volvo Construction Equipment

    recognized Strongco as its largest volume

    dealer in North America or 2008.

    Reduce Rick o Pricing Errors and

    Enhance Pipeline Visibility

    With more than 600 employees pro-

    viding industrial equipment retail ser-

    vices at 28 branches located rom New-

    oundland to Alberta, implementing a

    CRM sotware program complete with a

    quoting congurator tool was an imme-

    diate requirement or Strongco. Quotes

    and cost sheets were being handled man-

    ually using Excel by the sales sta and

    any supplier pricing structure changes

    were communicated separately and oten

    inconsistently to each sales team across

    Canada. We were looking or a power-

    ul quote and order congurator tool to

    reduce the risk o pricing errors and we

    wanted to enhance pipeline visibility or

    everyone in the sales chain, says Anna

    Sgro, Vice President Multi-Line Division

    at Strongco. Our customer quotes need-

    ed to be available to management and all

    sales coordinators and we needed to be

    on top o machine warranties and expira-

    tion dates.

    Seamless Integration with

    Microsot Dynamics CRM

    We evaluated other sotware pack-

    ages but ound that Microsot Dynam-

    ics CRM with Experlogix Congurator

    was superior. The seamless integration

    o Experlogix with Microsot Dynamics

    CRM eliminates the requirement or re-

    dundant data entry as quotes and orders

    generated by Experlogix create corre-

    sponding records in Microsot Dynamics

    CRM, says Sgro. The innate exibility

    o Experlogix accommodates our varied

    equipment and attachment suppliers and

    allows us to use both standard and non-

    standard pricing structures. Completely

    customizable, Experlogix gives us the

    ability to maintain and push through up-

    dates in-house and to keep our sales sta

    current on pricing and product inorma-

    tion.

    Benets

    Consolidated numerous

    quoting spreadsheets

    Multi-currency quotes

    Accurate pricing & product

    details by vendor

    Improved eld sales

    visibility & pipelines

    Ofine quoting

    Microsot Dynamics

    CRM integration

    In the past, quotes and cost sheets

    were done manually in Excel and stored

    on individual laptops. Any supplier pric-

    ing structure changes were communi-

    cated separately and sometimes inconsis-

    tently to each sales team across Canada,

    explains Sgro. Since going live with the

    Experlogix Congurator, Strongco has

    consolidated their product and service

    options, rules and pricing into a single in-

    telligent system, eliminating the need orcatalogs and cumbersome-to-maintain

    spreadsheets. With Experlogix, having

    a centralized and updated congurator

    system reduces the ri sks o prici ng/quot-

    ing errors - including machine warranty

    and expirations. The integration with

    Microsot Dynamics CRM gives every-

    one along the sales chain a orward view

    o the potential sales pipeli ne.

    Ofine Quotes Synchronized Back

    to Microsot Dynamics CRM

    Strongcos sales orce relies on Exper-

    logix with Microsot Dynamics CRM to

    create proposals while traveling - oten at

    a job site where network connections are

    not available. Pricing and product rule

    updates are communicated automatical-

    ly to the eld so they can create accurate

    quotes in multiple currencies each day,

    says Sgro. Our ofi ne developed quotes

    are synchronized back to our central Mi-

    crosot Dynamics CRM server, provid-

    ing great visibility into sales activity and

    accurate pipelines. The Experlogix Con-

    gurator has assisted us in conquering all

    our quoting hurdles.

    Since 1997, Experlogix has enabled

    companies o all types deliver custom-

    ized products and services that meet

    customer requirements aster than the

    competition and with higher prots. I

    you want to learn more about Experlogix

    and how it can help your organization,

    contact your account manager today.

    > Experlogix, continued rom page 11

    Insight - It is one on the main reason organizations purchase business applications. While m

    organizations purchase applications such as Microsot Dynamics GP or Microsot Dyna

    CRM to help acilitate day to day operations, they also purchase and use them to prov

    perspective into the pulse o the business.

    So how is that pulse taken? Typically this is done through reporting but is a repo

    best way to gain insight? Insight into a business and the importance placed on that inorm

    is truly relative to the consumer o that inormat ion. The insight a salesperson needs on a

    basis is not the same as that o a marketing proessional, sales manager, or a customer s

    representative. While commonalities exist between the characters mentioned above anddesire to evaluate the pulse o the business enabling them to make a ster and more accura

    cisions, there are also many aspects which are totally unrelated which only a particular job

    or person will care to analyze. Microsot Dynamics CR M 2011 brings a robust and easy

    Dashboard capability which can make this business insight role based and on demand o

    decision makers that need it.

    Deault Dashboards

    Included is an image o a deault dashboard rom Microsot Dynamics CRM 2011.

    particular deault dashboard displays a unnel chart o the Sales Pipeline, a bar graph o

    by Source Campaign, a stacked bar cha rt showing cases by priority ( Per Day), and a list o

    See the Entire PictureMicrosoft Dynamics CRM 2011 Dashboards

    by Josh Behl, MicrosoftDynamics Consultant, MCT

    > Entire Picture, continued on p

    activities assigned to the user logged into the system. This provides a potential answer to o

    the common questions related to a Microsot Dynamics CRM implementation, Where d

    when I log in to know whats going on in the system?

    Microsot Dynamics CRM 2011 provides numerous out o the box dashboards, makin

    role based inormation available without customization by an administrator or a user.

    include: Customer Service Operations, Customer Service Perormance, Customer Service

    resentative, Marketing, Sales Activity, Sales Perormance, and Microsot Dynamics CRM O

    view. For example, i the Customer Service Operations Dashboard is selected, individual

    get a perspective o how my support cases are being managed, who has the load o the

    888.929.1387 :: SummitGroupSoftwarethe Summit 2011.2 :: a publication of Summit Group Software

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    www.scribesoft.com

    IntegrateGet CRM working seamlessly with ERP

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    Flexibleconfiguration to accommodate your uniquebusiness requirements.

    Repeatablesolutions that significantly reduce or eliminate the

    need for custom code.

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    ReplicateAdvanced reporting and Business Intelligence

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    Replicate. Migrate. Integrate.Replicate. Migrate. Integrate.

    www.scribesoft.com

    Many customers use Scribe to integrate Microsoft Dynamics with their Back Office,

    Business Intelligence, Datawarehouse, ERP System, and more.

    Featured ISV

    > Scribe, continued on p

    As the IT environment expands rom ser vers and the desktop to the cloud and mo-

    bile devices, data integration is essential to maintain competitive advantage and

    achieve success. Microsots cloud strategy aims to deliver the best experience,

    the greatest choice, and the most opportunities to customers, and integration has to

    be center stage or a truly seamless user experience across al l devices. Companies that

    eectively integrate on-premise and cloud applications and everything in between

    have more ecient and streamlined business processes with real-time access to the

    inormation to eectively service their customers and partners.The Microsot Technology Stack

    By any name inrastructure, IT environment, or ecosystem Microsots tech-

    nology stack still dominates the IT landscape and continues to be as attractive to cus-

    tomers as it is challenging to competitors. An integrated stack is a great selling point:

    Windows, SQL Server, SharePoint, Microsot Dynamics, and Oce are all Microsot,

    all compatible. Great! But do they really integrate together right out o the box? As

    Dynamics customers well know, these products did not all originate in house and they

    still need some glue (aka integration) to truly play well together. Now, add products

    rom other vendors Microsot ISVs and/or non-Microsot ISVs into the mix, and

    integration becomes essential to realizing the ull value o all application investments.

    Business productivity using Microsot products continues to improve with continued

    process enhancements and advanced

    unctionality ocused on collaboration

    and visualization, but data integration

    remains a challenge.

    Innovation and great eatures

    dont mean much i the

    integration vendor has

    not established a base o

    reerenceable customers

    The temptation or Microsot cus-

    tomers and partners to write a quick

    little integration is high, especially

    when your IT department or consul-

    tants include expert sotware engineers.

    Buyer beware: coding integrations is not

    only inecient, but also costly, time con-

    suming, and very dicult to maintain

    over time. That quick little integration

    program that seemed so easy to do last

    year becomes a time sink as a developer

    is diverted to x or change the program

    again and again. This developer is not

    working on other projects that bring in-

    creased value to the business, and i the

    organization is a systems integrator, this

    developer is not servicing new custom-

    ers or working on new projects. Equally

    rustrating is an integration tool that is

    not exible, isnt scalable, and requires

    coding (!) to actually make it work or

    the particular integration needs. Even

    worse, are multiple integration tools

    that perorm very specic, point-to-point

    integrations that have been cobbled to-

    gether to integrate the business. Just

    as custom code can be time consuming

    and inecient, maintaining two or more

    integration tools or utilities is equally

    inecient, time consuming, and expen-

    sive. Avoid wherever possible a pastiche

    o custom code, scripts, and various in-tegration tools and utilities. A good in-

    tegration platorm should allow or all o

    the ex and customization needed with

    the Microsot stack and everything else.

    Traits o the Ideal IntegrationPlatorm and Provider

    An ideal integration platorm should

    include unctionality that drives down

    the complexity and maintenance o in-

    tegrations such as an intuitive graphi-

    cal user interace, unied management

    console, open connectivity, and reusable

    components. Building integrations in

    a UI versus writing code makes it pos-

    sible or partners and IT to reduce time,

    complexity, and costs when building and

    maintaining those integrations, as well

    as opening integration to a wider skill

    set than sotware engineers. Ideally, a

    business or data analyst who has strong

    knowledge o the source and target sys-

    tems and is amiliar with database con-

    cepts such as tables and views should

    be able to use an integration platorm.

    Open connectivity allows not only ront-

    and back-end integration between CRM

    and ERP, but also gives the customer

    reedom to integrate to a wide v

    o applications, data stores, and n

    sources such as mobile applications

    services, and eeds. Templates, wi

    or pre-built solutions provided by t

    tegration vendor should be extensi

    that customers may congure the

    unique integration needs. Lastly, w

    ever integration platorm is chos

    should accommodate upgrades i

    plications without a rewrite and

    existing integrations to be recon

    easily.

    Beyond the integration plato

    sel, the vendor should have exte

    experience and expertise both with

    by Betsy Bilhorn, VP Marketing& Product Management,Scribe Software

    What Role DoesIntegration Playin Microsofts

    Cloud Strategy?

    888.929.1387 :: SummitGroupSoftwarethe Summit 2011.2 :: a publication of Summit Group Software

  • 8/6/2019 Summit Magazine Summer 2011

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    > Non-Profts, continued on p

    Customers who have had the privilege o using FRx

    throughout the years understand the importance o this

    piece o sotware in their Business Intelligence (BI) arse-

    nal. Producing highly-customized Financial Reports could be

    easily handled with FRx.

    With Microsot Dynam ics GP 2010, a new star shines on the

    BI scene-- Management Reporter. Yes, it has a lot o the same

    look and eel to it as FRx, which makes adopting its use a snap

    i an organization is upgrading to Microsot Dynamics GP 2010.

    There are some new eatures, though, that deserve some addi-

    tional spotlight.

    Report Groups

    In FRx, there was the ability to chain reports together.

    This meant that i one report was generated, and several otherreports were chained to each ot her, all o those reports would

    run with the click o one button. But they did not all necessarily

    run or the same date. This could result in reports that could

    potentially be or dierent reporting periods.

    Management Reporter introduces the concept o Report

    Groups that simplies this chaini ng process. It is as easy as giv-

    ing the Report Group a name, and selecting the Management

    Reporter reports to add to that Group. This Report Group can

    be called up whenever that group o reports needs to be gener-

    ated. At the time o generation, choose the date or which to

    generate ALL o the reports in that Group and publish them to

    the Report Library.

    by Rhonda Hawley,Microsoft Dynamics GP Consultant, MCT

    Management ReporterMore than Just Financial Reporting

    Report Library

    Do you need reports, les and working papers in one shared

    location so that board members or some other key group has

    access without having to print and ship them? Management

    Reporter has the ability to publish non-nancial, non-Manage-

    ment Reporter reports and les to a Report Library which can

    be securely accessed. An organization could potentially publish

    a Microsot Word document, Microsot Excel document, PDF,

    PowerPoint presentation, etc. to the Report Library within Man-

    agement Reporter and secure them with Windows Authentica-

    tion so that only those people that should have access to them

    do. Subsequently, permissions to View, Edit, Create or Delete

    documents can be granted to those individuals. Individual users

    can be set up, and then Roles created to urther group individu-

    als or easier security deployment. Security is much easier tomanage in Management Reporter as well.

    LOGOS!!

    Need logos on a report? Yes, Management Reporter can pro-

    duce that as well!

    The new Management Reporter is not FRx, but it denitely

    takes the best eatures rom the reliable product, and adds sim-

    plicity, unctionality and overall value to its end-users. I you

    would like to learn more about Management Reporter, or dis-

    cuss upgrading to Microsot Dynamics GP 2010 to tap into this

    great product contact your account mana ger today.

    It is important or not-or-prot organizations, including membership, e

    tional, and service based groups, to routinely evaluate investments in techn

    solutions. Not only can non-prots save money by moving business applic

    to the Cloud where there is no expensive server maintenance inrastructur

    non-prots can look to solutions such as Microsot Dynamics CRM to me

    sociation management, undraising, and volunteer tracking needs. I cur

    using iMIS, GitWorks, or The Raisers Edge (to name a ew), consider Micr

    Dynamics CRM as an aordable solution that can deliver similar unctionalit

    help employees and volunteers get more done with less rustration.

    The Bottom Line

    One o the top reasons current iMIS users are evaluating their associ

    management system is cost. Fiscal responsibility to members requires vi

    evaluation o the costs to manage an organization. This is the same when loat GitWorks and The Raisers Edge. With Microsot Dynamics CRM, qu

    non-prot organizations receive special pricing. The Non-Prot Solution o

    crosot Dynamics CRM includes out-o-the-box CRM unctionality. Our org

    tion has worked with numerous non-prot organizations to meet needs such

    Donation and pledge management

    Basic volunteer tracking

    Campaign management

    Microsot Excel dashboard reports

    Payment solution or online donations

    by Eric Gjerdevig

    Investments and

    Technology for

    Non-Profts

    as well as the status o knowledge base

    articles.

    Customizing Dashboards

    Additionally, each o these charts

    included in a dashboard allows the user

    to drill into more levels o detail rela-

    tive to the data in that chart. However,

    charts and list o data are not the only

    items which can be added to a dashboard.

    Other items that can be easily added to a

    dashboard include:

    Irames (Which could be used to

    display other web pages or reports)

    Web Resources (Web Page (HTML)

    or Silverlight applications)

    Lists (These are views or nearly

    any entity in the system)

    ChartsEssentially, a user can access a partic-

    ular dashboard (one that comes out o the

    box, a custom dashboard created by an

    administrator, or a personal dashboard

    created by the user themselves), view, and

    interact with Microsot Dynamics CRM

    data needed without having to click on

    multiple places to get to that inormation.

    For example, imagine a salesperson who,

    on a typical day in Microsot Dnamics

    CRM, spends time managing activities

    (ie: Phone Calls and Tasks), sales oppor-

    tunities, leads, and checking the status o

    support cases tied to accounts they own.

    Without dashboards, the user would

    need to go to Workplace and Activities,

    Sales and Leads, Sales and Oppportuni-

    ties, and then Service and Cases (poten-

    tially need to create an Advanced Find

    query to get the right cases). Through

    the use o dashboards, they could create

    their own dashboard, set it to their de-

    ault dashboard, and save themselves a

    lot o ti me everyday.

    While there is certainly a lot that

    can be discussed with dashboards in

    Microsot Dynamics CRM 2011, I hope

    that this provides you a small peek into

    what they are, what is possible, and how

    this could help your organization. I you

    have any questions about the dashboard

    unctionality or i you are looking to up-

    grade to Microsot Dynamics CRM 2011,

    contact your account manager today.

    > Entire Picture, continued rom page 13

    888.929.1387 :: SummitGroupSoftwarethe Summit 2011.2 :: a publication of Summit Group Software

  • 8/6/2019 Summit Magazine Summer 2011

    10/13

    Need to Increase Operational Efficiency?

    Find out what WennSoft can do for you!

    Contact Oxana Belikh at 262.317.3727

    Cost Management

    Project Management

    Business Insights

    Service/Work Order Management

    Mobile Solutions

    Customer Portals

    Equipment Management/Rental

    www.wennsoft.com

    One version of the truth.Operations. Financials. CRM.

    > Non-Profts, continued rom page 17 > Scribe, continued rom page 15

    Customers, prospects, and the partner community gathered together on April

    10-13 or Microsot Convergence 2011. The event had an estimated 9,300 peo-

    ple in attendance and was held at the Georgia World Congress Center in At-

    lanta or the second consecutive year. The conerence was well received by custom-

    ers and partners alike; and, as last year oreshadowed, Cloud services was denitely

    being talked about in t he meeting rooms and hall s as it continues to evolve and grow.

    Some interesting inormation rom this years event:

    Fact: Microsot Dynam ics GP 2010 R2 was released May 1 with cool new eaturessuch as the Business Analyzer tool designed or executives to view certain data us-

    ing the Light User.

    Fact: ERP Online may be a realit y or the next major release o Microsot Dyna m-ics GP. The timeline on t his is slated or late 2012/early 2013.

    Fact: The customer appreciation dinner at Agathas Mystery Dinner Theatretapped our acting skills.

    Fact: Microsot Dynamics GP 2010 R2 will have 64 new Microsot SQL ServerReporting Services (SRS) reports or customers to utilize as well as improved Navi-

    gations Lists reported to be 200% aster than previous lists.

    Fact: A new buzz was Jet Enterprise the new BI solution rom Jet Reports.

    Fact: Columbus IT had Dallas Cowboy cheerleaders in their expo booth.

    Fact: Some new eatures or Microsot Dyna mics CRM 2011 on-premise and on-line include: Social media connectors, improved navigation, and team ownership

    o records.

    Fact: The volunteer opportunity through Microsot this year was building a newplayground at an inner cit y neighborhood.

    Fact: An improvement in the works or the next major release o Microsot Dy-namics GP the ability to select the printer at the time o printing a document!

    Fact: Convergence 2012 will be held March 18-21 in Houston, TX.

    Convergence 2011

    Just the Factsby Kevin Spaulding and Erin Marr

    applications and integration. The provider should be established,

    growing, and reputable. Innovation and great eatures dont

    mean much i the integration vendor has not established a base

    o reerenceable customers and an ecosystem o consultants or

    partners to help you get started. The vendor should have many

    active and satised customers who can validate the vendors ex-

    pertise, their support and services, training, and the reliability

    o their product. Its a red ag i your vendors customers arent

    willing to speak with prospective customers. While past peror-

    mance is a good indicator o the uture, the vendor should be

    able to demonstrate innovation and vision that keeps pace with

    emerging markets and technology trends. When adopting new

    technologies and applications, does t he integration vendor keep

    pace? The type and requency o the vendors oerings should

    give a clue as to their ability or willingness to keep current with

    the applications and data services you may be adopting in the

    uture.

    The Value o a Flexible Integration Platorm

    A exible integration platorm benets system integrators(SI) through simplied implementation and maintenance o in-

    tegration solutions, collaborative user experience, and global

    integration support. A true multi-tenant integration rame-

    work enables SIs to create and manage multiple solutions and

    customers rom one dashboard. A exible integration platorm

    oers a choice o pre-congured integration solutions, which

    allow customization or individual customers or specic verti-

    cals and allow the SI to create unique, individual integra

    or customers who have specic needs that are not served

    pre-congured integration solution. SIs can create new rev

    streams with pre-packaged solutions that allow them to

    easily distribute and monetize their IP, and save a tremen

    amount o time and eort in not having to re-create the sam

    with each customer.

    Be Prepared or Integration Opportunities

    While the Microsot stack continues to evolve bette

    more seamless interoperability, your mileage still may

    when it comes to true interoperability and integration i

    stack. And the reality is that even the all Microsot, all the

    customers likely have integration needs beyond Microso

    cic applications and services. Organizations need to ha

    integration strategy and platorm that can address Micros

    tegration needs as well as all other non-Microsot integr

    endpoints. Smart customers and partners adopt an integr

    platorm to address all o their integration needs.

    About the authorBetsy Bilhorn is the vice president o marketing & pr

    management at Scribe Sotware. She is responsible or le

    Scribes new product initiatives and guiding the company

    porate and product marketing eorts, includin g the execut

    Scribes go-to-market strategies.

    Basic membership management

    Make Work Easy orEmployees and Volunteers

    Training employees and volunteers

    to use out-dated systems takes valuable

    time away rom the work that they could

    be doing to urther an organi zations mis-

    sion. Microsot Dynamics CRM works

    directly through Microsot Outlook or

    through the web there is little to no

    learning curve. The interace is easy to

    navigate with intuitive sel-help buttons

    every step o the way. It is easy to con-

    gure the system to match an organiza-

    tions terminology and business process-

    es. Setting up automated workow keeps

    balls rom dropping no matter how many

    people are involved in the process.

    Collaboration and WebIntegration Made Easy

    Another reason associations are

    making the switch to Microsot Dynam-

    ics CRM is the ease o integration with

    other systems in use. With many non-

    prots, a main goal is to expand services

    oered to constituents without big in-

    vestments in customizations.

    Look to the Cloud

    Far too oten, non-prots run their

    mission critical application s on older serv-

    ers stored in a basement or closet. Many

    times these environments are managed

    by internal resources ill-equipped to suc-

    cessully maintain systems. Cloud based

    systems such as Microsot Exchange On-

    line or Microsot Dynamics CRM Online

    provide the same end-user unctionality

    without the headache and cost o servers

    not to mention the uptime, disaster re-

    covery, and services included with these

    cloud based systems.

    I you are ready to nd out more

    about saving your organization time,

    money, and hassle and want to discuss i

    Microsot Dynamics CRM can help meet

    that need, contact your account manager

    today.

    888.929.1387 :: SummitGroupSoftwarethe Summit 2011.2 :: a publication of Summit Group Software

  • 8/6/2019 Summit Magazine Summer 2011

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    Ask the Expert Spotlight

    Budget vs.

    Actual Inquiryby Danny Rose MicrosoftDynamics GP Consultant

    Alot o companies like to setup budgets withi

    crosot Dynamics GP and then use FRx or Ma

    ment Reporter to view budget inormation.

    ever, many people are not amiliar with this window

    into Microsot Dynamics GP that allows a user to qu

    compare a budget to what was actual ly spent or a sel

    account. (Navigate to: Inquiry > Financial > Budget v

    quiry). The window is very simple and quick to use

    only three options: Account Number, Budget ID and a

    tion to display Net Change or Period Balances. A ter

    ing the options, the Actual, Budget, Variance, and VaPercent amounts can quickly be seen. The printer i

    the upper-right corner can be used to print these amo

    or zoom in to the Detail Inquiry screen or a specic p

    to view individual transactions.

    Whats That Window

    Question: How do I properly void or correct aposted transaction in Microsoft Dynamics GP?

    Answer: Voiding or correcting a posted docu-ment within Microsot Dynamics GP can sometimes

    conuse users due to the number o techniques avail-

    able throughout dierent modules. The key to proper-

    ly correcting a transaction is do so through the module

    where the document originated rom. For example, i

    you want to void a Sales Order Processing invoice, it

    must be voided rom that module more on thi s below.

    Financial Journal Entry

    1 Go into Transaction Entry and select Cor-

    rect.

    2 A new window will open, Correct Journal

    Entry. Cha nge any options i necessary and

    select the Original Journal Entry to back

    out. Choose OK.

    3 The debits and credits rom the original

    transaction will be reversed on a new trans-

    action. Veriy the data on the new transac-

    tion and choose Post.

    Receivables Management1 Go into Receivables Posted Transaction Maintenance and enter

    the Customer ID, Document Type to void, and the Document

    Number.

    2 Veriy the Void Date and Posting Date and choose Void.

    Sales Order Processing1 Go into Sales Transaction Entry. To correct a posted invoice, skip

    to step 3.2 I the document has been print ed but not posted, select the Docu-

    ment Number and choose Actions > Void.

    3 I the invoice has been posted, create a return by choosing Ret urn

    as the Document Type and select the Customer ID. Enter the

    header inormation or the return or accept the deault entries.4 Select the item numbers, units o measure, and item quantities

    or the return. When entering the item quantities, a window will

    open to enter the quantity being returned to each retur n quantity

    type.

    5 Enter amounts in the Trade Discount, Freight, Miscellaneous,

    and Tax elds, i necessary.

    6 I you have received payment rom the customer, enter theamount in the Amount Received eld, which is treated as a re-

    turn o cash or credit to the customer.7 Choose Post to post the return.**Do not void SOP documents using Receivables Management as this will

    only update the general ledger and Receivables Management, but will not

    update inventory.

    Payables Management1 I the document is in historical status, go into Void Historical

    Payable Transactions. I the document is in open status, skip to

    step 4.

    2 Select the document number(s) in the range eld and change the

    Void Date or Posting Date, i necessary.

    3 Mark each transac tion that needs to be voided, and choose Void.

    4 Go into Void Open Payables Transactions (Transactions > Pur-

    chasing > Void Open Transactions) and choose the Vendor ID.

    5 Repeat steps 2 and 3 to void open transactions.

    Purchase Order Processing1 To correct a posted receipt or invoice. Enter a return in Retu rns

    Transactions Entry.

    2 Select the appropriate Type or the return. Enter the rest o the

    header inormation or accept the deault entr ies.

    3 Select the PO number i necessary, item number, receipt number,

    unit o measure, quantity returned and veriy other elds to en-sure they are accurate.

    4 Once all the required elds are completed, select Post.**Do not void POP documents using Payables Management, as this will

    only update the general ledger and Payables Management, and it will not

    update inventory.

    Just remember voiding or correcting a transaction rom the origi-

    nating module is the most important step o this process to ensure all

    modules are correct in the end. For more inormation on any o these

    processes, open the window and press F1 or select the blue question mark

    in the lower right corner or Help, or contact our Support team or as-

    sistance.

    by Danny Rose Microsoft Dynamics GP Consultant

    Josh BehlJosh is one o the co-ounders

    o Summit Group Sotware. Prior

    to starting Summit Group in 2005,

    Josh worked on the Microsot Busi-

    ness Solutions Global Training

    team as a Business Strategist and

    prior to that on the Microsot Busi-

    ness Solutions Consulting team.

    While on the consulting team at

    Microsot, Josh began working

    with Microsot Dynamics CRM

    1.0. Since that time, Josh has perormed services on Microsot

    Dynamics CRM ranging rom business analysis to development

    work, implementations to upgrades, and data migrations. Josh

    has conducted many Microsot Dynamics CRM training classes

    both locally as well as in Mexico, Argentina, Canada, and the

    United Kingdom.

    As a Microsot Certied Trainer (MCT) since 2005, Joshhas trained hundreds o students in application, development,

    design, installation, and customization o Microsot Dynamics

    CRM. Additionally, he has worked on various training content

    development projects or Microsot related to Microsot Dynam-

    ics CRM. In his ree time, Josh spends time with his wie and kids

    camping and enjoys various activities such as the YMCA climb-

    ing wall, swimming, painting, playing guitar, and biking.

    888.929.1387 :: SummitGroupSoftwarethe Summit 2011.2 :: a publication of Summit Group Software 20

  • 8/6/2019 Summit Magazine Summer 2011

    12/13

    Events Calendar2011.2To register or any o these events, go to SummitGroupSoftware.com and click on Training.

    Date Workshop Type Location Course

    6.20.11 Online Microsot Dynamics CRM 2011 Introduction to Duplicate

    Detection and Bulk Deletion

    6.20.11 to 6.22.11 Classroom West Fargo, ND Microsot Dynamics GP 2010 - Distribution

    6.21.11 to 6.22.11 Classroom Chicago, IL FR x Essentials I

    6.23.11 Classroom West Fargo, ND Payroll or Microsot Dynamics GP

    6.23.11 to 6.24.11 Classroom Chicago, IL FR x Essentials II

    6.24.11 Online Introduction to Views or Microsot SQL Server Reporting Services

    6.27.11 Classroom West Fargo, ND Introduct ion to Microso t SQL Server

    6 .27.11 to 6 .29.11 Remote Class room Microsot Dynamics CRM 2011 Customization and Cong urat ion

    6.28.11 to 6.29.11 Classroom West Fargo, ND Microsot Dynamics and Microsot SQL Reporting Services

    6.30.11 Online Microsot Dynamics CRM 2011 and Microsot SharePoint

    Integration and Deployment7.12.11 Online Introduction to Microsot Dynamics GP- General Ledger

    7.12.11 Online Introduction to Microsot Dynamics GP - Inventory

    7.18.11 Online Microsot Dynamics CRM 2011 - Goal Management

    7.18.11 to 7.19.11 Classroom West Fargo, ND Management Reporter or Microsot Dynamics GP 2010

    7.19.11 Online Introduction to Microsot Dynamics GP - Payables Management

    7.19.11 Online Introduction to Microsot Dynamics GP - Purchase Order

    Processing

    7.20.11 Online Introduction to Microsot Dynamics GP Table Relationships

    7.21.11 Online Introduction to Microsot Dynamics CRM Basics

    7.21.11 Online Microsot Dynamics CRM - Advanced Find

    7.25.11 Online Microsot Dynamics CRM 2011 - Introduction to Workow

    7.25.11 Remote Classroom Introduction to Microsot SQL Server

    7.26.11 Remote Classroom Report Builder or Microsot SQL Server Report ing Services

    7.26.11 Online Introduction to Microsot Dynamics GP - Receivables Management

    7.26.11 Online Introduction to Microsot Dynamics GP - Sales Order Processing

    7.26 .11 to 7.27.11 Class room Chicago, IL Manag ement Rep orte r or Microsot Dynamics GP 2010

    7.28.11 Online Introduction to Microsot SQL Server Views or Microsot

    Dynamics GP

    8.1.11 to 8.3.11 Classroom West Fargo, ND Microsot Dynamics CRM 2011 - Customization and Conguration

    8.2.11 Online Introduction to Microsot Dynamics GP - Bank Reconciliation

    8.3.11 Online Introduction to Microsot Dynamics GP - Fixed Assets

    8.4.11 Online Introduction to Smartlist Builder or Microsot Dynamics GP

    8.8.11 to 8.9.11 Classroom West Fargo, ND Management Reporter or Microsot Dynamics GP 2010

    8.11.11 Online Introduction to Views or Microsot SQL Server Reporting Services

    8.15.11 Online Microsot Dynamics CRM 2011 - Introduction to Dialogs

    8.15.11 Classroom West Fargo, ND Introduct ion to Microso t SQL Server

    8 .16 .11 C la ss ro om We st Fa rg o, ND Re po rt Bu il de r or Mi cr os o t S QL Se rver Re po rt in g S er vi ces

    8.18.11 Online Introduction to Microsot Dynamics GP 2010 - System Manager

    8.22.11 Online Microsot Dynamics CRM 2011 - Online Lead Capture

    8.22.11 Remote Classroom Microsot Dynamics GP 2010 - General Ledger

    Date Workshop Type Location Course

    8.23.11 Online Microsot Dynamics CRM 2011 and Microsot SharePoint

    Integration and Deployment

    8.23.11 Remote Classroom Microsot Dynamics GP 2010 - Payables Management

    8.24.11 Remote Classroom Microsot Dynamics GP 2010 - Receivables Management

    8.25.11 Remote Classroom Microsot Dynamics GP 2010 - Bank Reconciliation

    8.26.11 Remote Classroom Microsot Dynamics GP 2010 - Fixed Assets

    8.29.11 Online Microsot Dynamics CRM 2011 - Introduction to Duplicate

    Detection and Bulk Deletion

    8. 29.11 t o 8. 31.11 R emo te C la ss ro om M ic ro so t D yn am ic s GP 2010 - D is tr ibut ion

    8.29.11 to 8.31.11 Classroom West Fargo, ND SharePoint Technologies and Microsot Dynamics GP 2010

    8 .30.11 to 8.31 .11 Class room Chicago, IL Manag ement Rep orte r or Microsot Dynamics GP 2010

    9.6.11 Online Introduction to Microsot Dynamics GP Table Relationships

    9.7.11 Remote Classroom Microsot Dynamics CRM 2011 - Sales Management

    9.8.11 Remote Classroom Microsot Dynamics CRM 2011 - Marketing

    9.8.11 Online Introduction to Microsot Dynamics GP 2010 - System Manager

    9.8.11 to 9.9.11 Class room We st Fargo, ND Manag ement Re porter or Microsot Dynamics GP 2010

    9.9.11 Remote Classroom Microsot Dynamics CRM 2011 - Service Management

    9.12.11 C las sroom West Fa rgo, N D M icro so t Dy na mic s GP 2010 - Genera l Ledger

    9.13.11 Online Introduction to Microsot SQL Server Views or Microsot

    Dynamics GP

    9.13.11 C las sroom West Fa rgo, ND M icro so t Dy na mic s GP 2010 - Payables Ma na gement

    9.14.11 C la ss ro om We st Fa rg o, N D M ic ro so t D yn am ic s GP 2010 - R ec ei va ble s M an ag eme nt

    9.15.11 C las sroom West Fa rgo, ND M icro so t Dy na mic s GP 2010 - Ba nk Reconc il iat ion

    9.16.11 C las sroom West Fa rgo, N D M icro so t Dy na mic s GP 2010 - Fi xed A sset s

    9.19.11 Classroom West Fargo, ND Introduction to Microsot SQL Ser ver

    9. 20.11 C la ss ro om We st Fa rg o, ND R ep or t Bu il der o r M ic ro so t SQL Ser ver Rep or ti ng S er vic es

    9.20.11 Online Introduction to Smartlist Builder or Microsot Dynamics GP

    9.21.11 to 9.23.11 Classroom West Fargo, ND Microsot Dynamics CRM 2011 - Customization and Congurat

    9.26.11 to 9.28.11 Classroom West Fargo, ND Microsot Dynamics GP 2010 - Distribution

    9.27.11 to 9.28 .11 Class room Duluth, MN Manag ement Rep orte r or Microsot Dy namics GP 2010

    9.27.11 to 9.28 .11 Class room Chicago, IL Manag ement Rep orte r or Microsot Dynamics GP 2010

    9.29.11 Classroom West Fargo, ND Payroll or Microsot Dynamics GP

    10.3.11 Online Introduction to Views or Microsot SQL Server Reporting Serv

    10.4.11 Online Introduction to Microsot Dynamics GP- General Ledger

    10.4.11 Online Introduction to Microsot Dynamics GP - Inventory

    10.5.11 to 10.7.11 Classroom West Fargo, ND Conguring and Administering Microsot SharePoint Server 20

    10.6.11 Online Microsot Dynamics CRM 2011 - Goal Management

    10.11.12 to

    10.12.11

    Classroom West Fargo, ND Management Reporter or Microsot Dynamics GP 2010

    10.11.11 C las sroom West Fa rgo, N D I nt roduc tion to M icroso t SQL Ser ver

    10 .12 .11 C la ss ro om We st Fa rg o, ND R ep or t Bu il der o r M ic ro so t SQL Ser ver Rep or ti ng Se rv ic es

    10.13.11 User Group Fa rgo, ND Sum mit 2011 - Mic roso t D yna mic s Customer Con erence

    10.18.11 Online Introduction to Microsot Dynamics GP- Payables Management

    Courses subject to change, check t he website or the most up to date schedule.

    888.929.1387 :: SummitGroupSoftwarethe Summit 2011.2 :: a publication of Summit Group Software 22

  • 8/6/2019 Summit Magazine Summer 2011

    13/13

    Microsot DynamicsUser Conerence

    Register early or a chance to win a Convergence 2011 credit:SummitGroupSoftware.com

    Participating ISV Solution Providers:

    New this year are Learning Tracks

    designed to guide conerence attendees

    to sessions most relevant to the roll

    they fll within their organization.

    Microsot Executive Briefng Center

    Fargo, ND

    October 13, 2011

    8:00am 5:00pm

    Tracks include:

    Accounting and Finance

    Business Decision Makers

    Customer Service

    Developers and IT

    Sales and Marketing

    Summit 2011