Summit Group Software Blog

Posted: Jan 26th, 2016
This topic came up when three of our senior consultants were performing a site visit with a client and a user asked the question... ”Is there a way to filter or exclude any inactive GL accounts from the Account Lookup window in Dynamics GP?” Inactivating an account is a great way to discontinue the use of a general ledger account and prevent users from accidently using the account. On the way to lunch, we were discussing the topic. Immediately, the response was “well, can’t you just use the View drop down list and select Exclude inactive Accounts, like you can with Customers, Vendors...
Posted: Jan 26th, 2016
Gamification of business process has been happening within business on various levels for years. Recently Microsoft is taking a systematic approach by including this as an option for you to use within your Microsoft Dynamics CRM system through “FantasySalesTeam” from Incent Games. Essentially, this is a way to gamify your Microsoft CRM system by turning your users into “Players” and creating a fun way to score key activities within Microsoft CRM. FantasySalesTeam works on a few key challenges companies experience in system implementations including system adoption, data collection, and...
Posted: Jan 25th, 2016
With the release of Dynamics GP 2013 R2 and the subsequent release of Dynamics GP 2015 and 2015 R2, the new Workflow 2.0 functionality was introduced and various workflow types were available.  As of the release of Dynamics GP 2015 R2, there are a total of 11 workflow types available for the Purchasing module, General Ledger batches, Payroll self-service components, and the Project Accounting module. For as many blog articles about setting up the necessary windows to enable Workflow 2.0, there are almost as many questions on the community forums on how to configure or troubleshoot the...
Posted: Jan 25th, 2016
Recently, a support case was submitted by a client who manages their own Dynamics GP environment. They had performed an upgrade to Dynamics GP 2015 recently and as part of the upgrade process, they migrated from FRx to Management Reporter 2012 CU12.  Associated to the FRx migration to Management Reporter, they were now having issues producing financial reports. The support case stated there were problems with trying to use the same row definition on multiple reports. In addition, there were problems with user accessing the companies. It seemed like a straight forward support case....
Posted: Jan 14th, 2016
Convergence is no longer!  A conference with 20+ years of history, that was the flagship of a strong community, and that many attendees looked forward to year after year is no more.  In its place is Envision, a less technical, non-product specific event targeted at executive level participants and focusing on the entire stack of Microsoft solutions.  The event appears to put the strongest emphasis and focus on the upper-tier of Enterprise customers.  We hold hope that Envision will be a valuable event for some customers but the Convergence attendees of the...
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