Summit Group Software Blog

Posted: Jun 21st, 2016
Effectively managing a volunteer program can be a challenge for any non-profit organization. A successful volunteer program is made up of many factors, including the scheduling of volunteer activities, managing your volunteer pipeline, and effectively reporting on volunteering efforts. With all these moving pieces, non-profits need a robust and comprehensive solution that can simplify and unite these processes. In this post, you’ll learn how Peak NFP for Microsoft Dynamics CRM from our parnter, Peak Engagement, can help any size organization develop and nurture a successful...
Posted: Jun 14th, 2016
Things are about to get technical! We love helping our customers and other Microsoft Dynamics CRM users have a smooth experience with their solutions, in this blog I talk about a recent error I found and how to approach it. Enjoy! Recently I was importing records into a custom entity and ran into the following error attempting to upload the CSV data file of Zip Code data. Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: The column heading...
Posted: Jun 6th, 2016
Another exciting new features in Microsoft Dynamics CRM is the fact that we can finally change the theme of our environment to make it more personal. Some people don’t notice the little things like this, but for other users that are more visually-oriented, it is a pretty big deal. (See what I did there? Pretty?) Anyway, let’s get started - I'm using Clothing 4 Kids as our non-profit organization example. 1. Click the Entity Option Bars, select Settings, and choose Customizations. 2. From the Customizations page, click Themes. 3. Once on the All Themes view...
Posted: May 19th, 2016
       After 2,614 highway miles, 38 hours of drive time, and connecting with 130 customers (in three different states), strangely, I’ve never felt more refreshed. Yesterday, we officially wrapped up the 2016 Summit Group Software Dynamics GP User Group series in Omaha, Nebraska. With previous stops in Rapid City, SD and Duluth, MN we packed our bags, developed our best content, and eagerly ventured out to our customers’ backyards to share the latest and greatest in GP functionality. As the whirlwind tour comes to an end, here are my three biggest takeaways....
Posted: May 17th, 2016
As a great Minnesotan once said: times, they are a changing. The seasons are changing, and with that comes a new release with great functionality from Microsoft Dynamics CRM. Continue reading to hear what Microsoft has to say about the upcoming release and to learn about the features our customers are looking forward to. Microsoft Dynamics CRM Spring 2016 Wave Release Preview Guide Introduction from Microsoft: Positive customer experience is an increasingly important ingredient for companies to win and retain customers. Customer engagement from Microsoft Dynamics CRM helps...

Pages

Leave blank for all. Otherwise, the first selected term will be the default instead of "Any".