Summit Group Software Blog

Posted: Feb 23rd, 2016
Hi, I’m Jamie and I’m a Microsoft MVP! Some of you may be wondering what a Microsoft MVP (Most Valuable Professional) is and how the award is earned. In this post I’m going to give you the inside scoop on not only what it takes to get in, but also the details you’re dying to know – like the benefits you receive with this status! What does it take to get in to the Microsoft MVP program? You must be engaged with the online community showing your technical knowledge and expertise in a specific product line. For me it was Microsoft Dynamics CRM. This may sound easy, however to be...
Posted: Feb 15th, 2016
Microsoft Dynamics CRM has a ton of pre-built (most used) entities, such as Account, Contacts, Opportunities, and Cases. However, sometimes you need your environment customized even further to meet your needs. For instance, if you own a residential business and would like to track property listings in your CRM you could do this by creating a custom entity. Let me show you how. To create a custom entity, follow the steps below: 1. Click the Entity Option Bars > Settings < Customizations. 2. From the Customization page, click Customize the System...
Posted: Feb 10th, 2016
Have a question? We have the answer! Here are a few of the FAQs coming into support around Microsoft Dynamics GP as of recent. Don't see you question or answer here? Contact us, we're happy to help! Q: I closed my General Ledger fiscal year and a Balance Sheet account does not have a balance brought forward. OR  I closed my General Ledger fiscal year and a Profit and Loss account has a balance.  Why are the balances wrong? A: The Posting Type field on that specific account in Account Maintenance was marked incorrectly at the time the fiscal year was closed....
Posted: Feb 10th, 2016
Let’s say you are currently customizing your Microsoft Dynamics CRM Online environment. By default, the Contact form automatically displays the Full Name, Job Title, and Address among other fields. You think that it might be useful to add a Contact ID field to all contacts to help distinguish some of the more common names from one another, such as John Smith and Sarah Johnson. This will also provide another field to help differentiate the contacts from the main view. This exercise will help you stop asking Texan Jim Glynn how much snow they have as you'll now be able to see "Jim...
Posted: Feb 9th, 2016
There are multiple types of available processes in Microsoft Dynamics CRM, some of which include workflows, business process flows, and dialogs. Dialogs are step-by-step processes that collect and process information by using scripts. These are mostly used for CSR or agents with limited privileges to reduce training time, protect important data, and to standardize a specific process. In this blog, we will create a short dialog to only show the required information necessary to enter a case for new Customer Service Representatives taking support calls. The first step is to navigate...

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