Summit Group Software Blog

Posted: Jul 27th, 2017
Recently, one of our projects underwent an update to their Dynamics 365 deployment and discovered certain users were unable to create, read or update contact records.  The custom security roles assigned to these users specifically had read only access to contacts and the users were previously able to view everything they needed regarding a contact.  We tried all the known “hacks” to get them back to where they needed to be – make them system administrator, copy the role they had to a new role and assign them to it, etc.  Nothing worked.  The strangest thing was that their...
Posted: Jul 6th, 2017
Peak Capture is a fast, efficient way to connect leads or referrals into your Dynamics 365 system from a website or landing page. As we talk with our customers we frequently hear they have a website setup with a form gathering incoming lead-type data which is then entered into a separate spreadsheet or database that is manually handled. This creates extra work for people to double or triple touch the information before it lands in the right person’s hands to follow up with the potential business. Summit Group Software is in a unique position to use some of the existing...
Posted: Jun 22nd, 2017
Recently, we came across an error being experienced when printing checks in GP using the Mekorma check printing software application. This error is a result of some conflicts between Mekorma and some recent Windows Updates released by Microsoft. A new build is available from Mekorma to resolve this issue. For further help on this, please contact Summit Group Software for assistance.
Posted: Jun 19th, 2017
After setting up a new company within Great Plains, the company must also be set up within Management Reporter. Here are the steps to guide you through the process: Log into the new company within Great Plains.   Go to Microsoft Dynamics GP, Tools, Setup, Company, Company.   On the Company Setup window, choose the Options button to open the Company Setup Options window. Then verify the ‘Enable General Ledger Reporting’ option is marked as shown below:   Go to Microsoft Dynamics GP, Tools, Setup, Multicurrency Access. Make sure the newly created company...
Posted: Jun 15th, 2017
  Most of us have experienced a time when something occurred unexpectedly in Dynamics GP, like a posting interruption, accidentally tripping over our power cord while creating a transaction or having a drive fail on our SQL Server. When everything seems to check out, we count our lucky stars and claim that ignorance is bliss and go on our merry way. Later, during an audit, period end processing or year-end close, we scramble to correct the previously undiagnosed issue with a tight deadline looming. Wouldn’t it be nice to know that the data in the system has the consistency...

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