Summit Group Software Blog

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...
Posted: Feb 8th, 2016
Business Rules provide a quick and simple way to apply business logic to entities or fields without having to know about or write code. Some things a business rule can do is set/clear field values, set field requirements, show/hide fields, enable/disable fields, and validate data. One thing a business rule can NOT do though, is work between two different entities. For those of you familiar with Microsoft Dynamics CRM, workflows have originally provided these functions in the past. However, they could get very confusing and quite lengthy for even the simplest tasks. This blog will go...
Posted: Feb 2nd, 2016
Dashboards provide a user with an overview of data at a glance, such as the dashboard of a car. One of the first things I did when I started using Microsoft Dynamics CRM is create my own personal dashboard to help me visualize the data I utilize on a day-to-day basis. There are several default dashboards available (discussed in my “Microsoft Dynamics CRM 2015 Spring Release: Default Dashboards” blog), but I would recommend creating a personal dashboard and filling it with the main components in which are utilized and familiar to you. To get started, if you are not already on the Sales...
Posted: Feb 1st, 2016
With Microsoft Dynamics CRM, you can pretty much do anything you want to do if you know how to write, read, and understand Jscript. But let’s be honest, not many people can write, read, or understand the code that is used in development, let alone all three. With the 2015 Spring Release, I have found a way around some things with the help of calculated fields WITHOUT USING JSCRIPT. ISSUE: You need an auto-number solution to create and assign unique ID numbers for each new contact created. You are able to successfully import the auto-number solution where a unique ID is created and...
Posted: Jan 27th, 2016
So I am sure if you have been working with Dynamics CRM Online for any length of time you have probably at least heard of Calculated Fields and Rollup Fields.  To date I have found some great uses for these, but I have also run into some limitations.  I am sure they will continue to improve with further updates to the product, but I would like to take a little bit of time and go through the upsides and also the limitations of these two features. Calculated Fields Pros Ability to populate a field with simple calculations based on other values and conditions on the form in...

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