Summit Group Software Blog

Posted: Jun 4th, 2012
Many clients that utilize payroll in Microsoft Dynamics GP want to expand upon the standard vacation and sick accrual functionality.  We just had this need ourselves internally.  PTO Manager does just this by providing the capability to include accrual levels based on seniority and additional functionality, such as carryover maximums and waiting periods.  You can also define whether or not accrual levels are based on an adjusted hire date or actual hire date to accommodate for things such as leaves or rehires.  With PTO Manager you still have two different types of time (vacation and sick...
Posted: May 30th, 2012
I had this issue on my own Windows 7 computer as well as a few customers calling to report this issue.  After some research I found some blogs from Patrick Roth as well as David Musgrave from Microsoft on this issue and there is a setting that can be added so that GP retains the Scrolling Window Maximum size.  Here is an example of what you might see.  Notice the last character in the scrolling window is cut off. To fix this, log out of Microsoft Dynamics GP.  Navigate to the Dex.ini file which is located in the Data folder where Microsoft Dynamics GP is installed.  Example my file is...
Posted: May 24th, 2012
There are a lot of considerations for existing Salesforce.com customers when considering a move to Microsoft Dynamics CRM.  The largest barrier in switching is data migration.  There is a lot more to a data migration than simply exporting data from Salesforce.com and importing it into Microsoft Dynamics CRM. Let's take a look at some things to review and consider.  The Personalized Account Review is a monthly email sent to Salesforce.com administrators. This can help create a data migration plan based on the data in the Review.  Additionally, evaluating the core CRM functions—sales, service...
Posted: Dec 3rd, 2011
Microsoft Dynamics CRM 2011 & Goal Management This is an expanded version of an article that will be appearing in the December 2010 edition of The Summit, Summit Group Software's quarterly magazine. If you are interested, feel free to check out Dynamics University Magazine, we love new readers! In previous editions of Microsoft Dynamics CRM, goal management was primarily relegated to the use of the present, yet hardly usable, Sales Quotas, the installation of a clever accelerator from CodePlex or the creation of your own custom entities to accommodate your goal management needs. None of...
Posted: Dec 3rd, 2011
As I began to dig into the wonderful world of Web Resources in Microsoft Dynamics CRM 2011, I found some great examples of Silverlight, HTML, and JScript Web Resources but the examples which seem to be the most elusive are those dedicated to the use of XSL and XML. That is until today! In this post, I am going to create a very basic example. In this example I have a static XML document which I want to display in a dashboard. The XML document uses a simple XSL style sheet to format my XML data. Finally, I include an HTML Web Resource which consumes both the XML and XSL Web Resources. Seems...

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