summit magazine spring2010

8/8/2019 Summit Magazine Spring2010

1/11

the

SummitA quarterly publication o Summit Group So tware2010.1

In this issue:

Fast Track to CRM User

Adoption

SharePoint 2010 Preview

Simplify AnalyticalRequirements


2/11

Smart Technology.Experienced TeamTheres no better time than now to invest intechnologies that c an make your business moreefficient. And theres no better team to help youthan the knowledgeable experts from Marco.

Communication technologies are changingquickly. Youve seen and heard about Voice overIPbut have you had a chance to experiencetrue multimedia communications like instantmessaging, presence, and desktop videoconferencing and collaboration? Theseapplications work seamlessly with DynamicsCRM and Great Plains.

Ask us to show you how these technologies canpositively impact your productivity and yourbottom line.

Connect with Marco - your trustedtechnology advisor.

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From the Presidents Desk

W elcome to the rst edi-tion o The Summit or2010! With this editionwe mark the start o our 3rd yearo publication or The Summit.We are excited about the addi-tion o two eatured ISV prod-ucts or Microso t Dynamics.We plan to make this a regular

eature o The Summit going orward. These products may

meet speci c needs you have and help enhance the overallvalue o your solution. We hope you will take the time toread about the value they o er and sign up or the upcom-ing webinars scheduled or each.

Convergence 2010 is just around the corner! SummitGroup looks orward to this antastic event every spring.

This years event is cheduled or April 24-27, 2010 in Atlanta,GA. We will be hosting our 6th annual customer apprecia-tion reception. In ormation will be coming to our clientsplanning to attend Convergence. We encourage all o ourcustomers to think about attending this great event. Andremember, Managed Services customers have a nancialincentive to attend!

Convergence will be a great event this year or manyreasons including the learning opportunities available onMicroso t Dynamics GP 2010. This exciting release rep-resents the next major release o Microso t Dynamics GPand has a large amount o new eatures and unctionality.Watch our online training calendar or a number o webinars and classroom training sessions to learn about thisproduct release.

A number o clients are starting to take ull advantageo our new Managed Services plans launched in October.These plans provide bene ts such as unlimited support,

ree access to all o our training classes, credits or going to Convergence, and many other bene ts. I you haventalready signed up, I encourage you to talk with one o ouraccount managers on the bene ts. For many clients thiscan save a considerable amount o money over the courseo a year.

Finally, January 2010 marked our 5-year company anni-versary! Over those ve years we have provided services toour customers throughout North America. I know I speak on behal o all o our employees in saying thank you or your continued business and we all look orward to whatthe next ve years will bring.

Sincerely,

Eric

Want $1,000 towards attendingConvergence 2010?

Check out our newManaged Services planson page 9.

CONVERGENCE2010 April 24 27, 2010 | Atlanta, GA

888.929.1387 :: SummitGroupSoftware.com


3/11

W hile companies both large andsmall can quickly recognize thevalue o implementing a Cus-tomer Relationship Management (CRM)application such as Microso t DynamicsCRM, this is not always the case withthe end user the salesperson or supportrepresentative logging in everyday. Useradoption, especially when deploying CRM or the rst time, can be challeng-ing. At the end o the day, people are usedto doing things the way they have beendoing them or years, and i CRM useradoption is an issue or your organiza-tion, you can promote quicker adoption by exponentially expanding the valueplaced at the hands o the user. This can be accomplished with the integration o data to/ rom Microso t Dynamics CRMand Microso t Dynamics GP.

De ning IntegrationWebsters dictionary de nes inte-

gration as blending into a unctional oruni ed whole and isnt that what all

companies would like to do with theirimportant data? I important data can be shared automatically across disparate

unctional groups in an organization,wouldnt that allow the company to bet-ter unction as a uni ed whole? T he an-swer is a resounding yes!

Breaking down integration intothree subcategories simpli es a compa-nys ability to integrate important data between Microso t Dynamics CRM andDynamics GP even urther. These cat-egories are Data Replication simplymoving data rom one place to another,sometimes even view only, Data Syn-chronization maintaining the same seto customer data in di erent systems,and nally Process Integration sharing data rom one system to the next basedon each systems role.

Lets take a look at how each o thesecan expand the value o Dynamics CRMand thus aid in user adoption. We will dothis by looking at a ew simple companyprocesses.

Data ReplicationWith data replication moving data

rom one place to another, the web is aneasy place to start. Most companies todayhave some type o web presence could be a web store where they sell product,or a simple website where they captureleads. Did you know that most small tomidsize companies do not automate theprocess o getting those orders or leadsinto their CRM or ERP systems but do itmanually most times with double en-

try? Automating the replication o thatcritical data can save time and money thattypically is lost due to the need or, andthe errors involved with, manual track-ing and orwarding o website emails orxml messages, and manual input o theassociated data into Dynamics CRM orDynamics GP. So there is the time andcost savings, and the value to a CRM user leads automatically appear when theylog in at the beginning o their day, theyget to their prospects quicker, close dealssooner, and their commissions grow

Lou Antonucci,Scribe Software

Integrating Microsoft Dynamics CRM and Microsoft Dynamics GP

a fast track toCRM User Adoption!

Featured ISV

THE LEADER IN DATA MIGRATION AND

INTEGRATION FOR MICROSOFT DYNAMICS

CRM AND MICROSOFT DYNAMICS GP

aster. And the value o getting web or-ders into Dynamics GP automatically orders processed immediately at time o purchase, making or happy customersand speedier order ul llment. So simply by replicating data into these systemsautomatically, that concept o a uni edwhole gets a little closer.

Data SynchronizationMoving up the evolutionary chain

o data integration we come to data syn-chronization maintaining the sameset o customer in ormation in multiplesystems. This really strikes at the core o companies wanting to blend their datainto a unctional or uni ed whole. Mostsmall to mid-size companies cannot a -

ord to embark on a high level strategy o master data management across depart-ments or unctional groups but can cer-tainly a ord to ensure that Customer Ain their Dynamics GP system is the sameCustomer A that appears in their Dy-namics CRM system. Lets say a sales repusing Dynamics CRM closes a deal withCustomer A. What will happen i twodi erent people in two di erent unc-tional groups (sales and accounting) areinputting the same customer data into

two disparate systems? Accou nt names, bill to and ship to addresses, and contactsare just a ew o the many, many pieceso customer data that can and should beautomatically kept in sync across variousgroups and systems within a company,providing great value and a very e cientconsistency o data.

Process IntegrationI you really want your companys

unctional groups blending into a uni-ed whole and operating as a well-oiled

machine, move on up to process integra-tion where data is shared rom one sys-tem to the next based on each systemsrole. Probably the easiest way to demon-strate this category o data integrationis to think about an example which out-lines one o the most common work owprocesses in most companies Quoteto Order. Having data that is both rep-licated and synchronized where ap-propriate, can then allow companies tomanage that data to a speci c work ow. As one progresses through all the stepso the sales process, data may be owned by or moved to or rom systems quotesare done by sales people in DynamicsCRM, orders placed by sales people, but

then pushing over to the nancewho processes the order and inthrough Dynamics GP. In betstock ul llment and availabilitycredit checks, etc. as needed to moorder along the process. This pcan be integrated as needed to allers on either side o the aisle (DyGP or Dynamics CRM system) toseamlessly within their own systehaving to jump rom one applicaanother or jump rom their seatdown the hall to accounting to coan order or shipment.

Dont bite of more thanyou can chew!

I mentioned at the beginning article that CRM user adoption cachallenge, and the same can be splanning and implementing sucdata integrations throughout an ozation. Success ul Dynamics CRMmentations are typically the resuwell designed, phased approachimplementation. This success rplies as well to data integration ments. Trying to go rom a scenhaving no data integration direc

>CRM User Adoption, continued on

the Summit 2010.1 :: a publication of Summit Group Software 888.929.1387 :: SummitGroupSoftware.com


4/11

O ver the last couple o years, Business Ready Licensing (BRL) or Microso tDynamics GP has been a popular topic. For some, as new Dynamics GPcustomers, your Microso t Dynamics GP solution has always been basedon Business Ready Licensing. For others, a transition was made and you arealready taking advantage o the enhanced unctionality and module availabilityBRL o ers. The bene ts and opportunities continue with the upcoming releaseo Microso t Dynamics GP 2010 or everyone. For those who remain on the origi-nal Module Based Licensing model, there is also an opportunity to see the ben-e ts o Business Ready Licensing.

Lets take a step back and explain Business Ready Licensing, speci cally the

o ering o two di erent editions: Business Essentials - o ering general capability or nancial management,inventory management, distribution, and reporting. With this you have all thetools to access the in ormation needed to manage the essential unctions o yourorganization.

Advanced Management Add to the core eatures o Business Essentialsthe extended capabilities or business intelligence, manu acturing, electronicprocessing, and nancial reporting unctionality required by midsized organiza-tions and corporations.

Additionally, customers with complex needs who select the Advanced Man-agement edition can select rom a rich set o advanced supply chain management,

eld service, con guration, and development capabilities on an ala carte basis.Existing Microso t Dynamics GP customers can upgrade to the Business

Bill Bebler,Summit Group SoftwareAccount Manager

Make the Moveto Business ReadyLicensing

Ready Licensing program rom both the Microso t DynamicsGP Standard and Pro essional plat orms. Talk with your ac-count manager about how you can save up to 20% o the cost o upgrading to Business Ready Licensing. There are a number o scenarios where this makes sense or existing customers:

Microso t Dynamics GP Standard Customers who have 10users can migrate to BRL and eliminate the restriction o only 10 users. These clients will typically nd the transitionto be less expensive than the previous licensing or Microso tDynamics GP Pro essional that would have been required and get great value out o their investment.Customers looking or additional modules and unctionalitymight nd those included with the BRL solution set. You nolonger have to agonize about the expense o that additionalmodule you have been considering.Depending on the current modules you own, even Microso tDynamics GP Standard customers can take advantage o the Advanced Management suite.

For those who already own Business Ready Licensing orMicroso t Dynamics GP, and or those thinking about upgrad-ing, there is an exciting o er available with the upcoming release.Microso t has bundled modules together to provide additionalvalue such as a Manu acturing, Distribution, Risk Manage-ment, Integration, and Customization Suites. The exciting partis you now have an opportunity to purchase any module withina given suite and with the release o Microso t Dynamics GP2010 you will receive the entire Suite. Contact your accountmanager today or details about this exciting opportunity to seeeven more value rom your investment dollars.

implementing ull process integration could be quious. We suggest that you start with a simple data rtion project, move then to a data synchronization p building momentum and support with each successthe way, then move to process integration.

Fast Tracking User AdoptionSo what does all o this have to do with pro

CRM user adoption? Ill ask it this way. Would yoreps be more inclined to want to use their Dynamicsystem i each morning when they logged in they h resh leads waiting or them because they were acally routed to them directly rom the company wWould the sales team be able to close more deals they are able to monitor the credit history o each cer and their ability to pay rom the com ort o namics CRM seat? Would the ability to see produability real time and provide customers immediatdelivery dates lead to a greater customer experienc

These are just a ew examples, but when a salcan realize this type o true added value in theso t Dynamics CRM system because it is integratheir nancial system there is one less barrier to usetion!

Please join us or a webinar rom Scribe o25, 2010. Read more about Scribe, check out apaper on this subject and register or the websummitgroupso tware.com/php/scribe.php .

>CRM User Adoption, continued from page 5



5/11

Managed Services

Summit Group SoftwareCorporate O fce:23 N Broadway, Suite 400Fargo, ND 58102

SummitGroupSo tware.com

Managed Services EssentialsMonthly Remote ServerDiagnostic and ReportScheduled and per ormedremotely by our support team.

Monthly AccountManagement MeetingsScheduled and done monthlywith account manager.

Monthly invoicingNet 30 terms.

Convergence credit memo or $1,000Applied to services. Credit Memogiven a ter attending Convergence.

12 month consulting rate lock Hourly rate is locked throughlength o contract.

Microso t Dynamics GPResource Sta fngAvailable resource trained in dayto day transaction processingin Microso t Dynamics GP withbackground in accounting processing.Available on a frst come frst servebasis. Resource based in Fargo, ND.Charge o $800 per week applies.

Discount on prepaid blocks o hours(25/50/100/200 at6%/8%/10%/12% discount)

Managed Services AdvancedMonthly Remote ServerDiagnostic and ReportScheduled and per ormedremotely by our support team.



Convergence credit memo or $1,000Applied to services. Credit Memogiven a ter attending Convergence.


Microso t Dynamics GPResource Sta fngAvailable resource trained in dayto day transaction processingin Microso t Dynamics GP withbackground in accounting processing.Available on a frst come frst servebasis. Resource based in Fargo, ND.Charge o $800 per week applies.

Unlimited Technical SupportSame day response 8AMcentral to 5PM central.

System Down24 x 7 support access.

Discount on prepaid blocks o hours(25/50/100/200 at8%/10%/12%/15% discount)

Managed Services PremiumMonthly Remote ServerDiagnostic and ReportScheduled and per ormed remotelyby our support team.



Convergence credit memo up to $1,000 services credit memo per frsattendees. Applied to services. Credgiven a ter attending Convergence


Microso t Dynamics GP ResourAvailable resource trained in day to transaction processing in MicrosoDynamics GP with background in aprocessing. Available on a frst comserve basis. Resource based in FargND. Charge o $800 per week appl

Unlimited Technical SupportSame day response 8AM central to

System Down24 x 7 support access.

Unlimited TrainingFree access to all Summit Group Soscheduled classroom or online train

Upgrade ServicesIncludes remote test upgrades andnecessary service pack updates.

Project ManagementProject Management related to prodcovered under Managed Services.

Database/company set upSetup o new company databases.

Remote User/security administraRemote setup and administrationo Microso t Dynamics users.

Discount on prepaid blocks o h(25/50/100/200 at 10%/12%/16%/20

Lets Get Down to Business. SM

Pricing based on System List Price. Contact your Summit Group So twareaccount representative or details and price quotes.

Scheduled Payments inMicrosoft Dynamics GP: Making Ongoing Receivables and Payablesa Little Easier

B usinesses o all types have repeating, regular payments to makeor receive rom their customers, equipment purchases or loanpayments to name a ew. Scheduled Payments in Microso tDynamics GP allows users to record repetitive payments rom cus-tomers or payments to vendors over a de nite period o time, with acertain number o prescribed payments and interest rate.

It all starts with a normal invoice, though. Heres an exampleon the Receivables side.You sell a piece o equipment and allow the customer to pay over

12 months at a 5.25% interest rate. First, post a regular Invoice inReceivables, and then go to the Sales>Transactions>Scheduled Pay-ments window. Here you will be able to set a number o parametersincluding: Schedule Document Date and Amount, Interest Type Compound or Simple, Number and Frequency o Payments, andPayment Amount. By using the CALCULATE unction, the win-dow calculates the Calculated Payment Amount or you. Th is is theamount you expect the customer to pay to you on a monthly basis.There is even an Amortization Window to show you the breakdowno how the calculation per ormed.

When this Scheduled Payments Entry is posted, it looks asthough the customers balance has been credited, but in actuality,it credits the Original Document, and now has a New ScheduledDocument Number by which to reduce the customers balance on amonthly basis when the payment is received.

From here you can then create the monthly invoice transaction by accessing Sales>Routines>Post Scheduled Payments. You cancheckmark which Invoice/Invoices you would like to generate. Sincethe system does not give you a printable invoice, you will want torely on Statements i you wish to give the customer a monthly recapo their activity. You may wish to issue a coupon books or something o that nature to remind the customer to pay i you do decide not toutilize Statements. Once you post the Scheduled Payment, the Cus-tomers ledger will be updated. You can now receive the actual pay-ment rom the customer and apply it to this invoice.

The same process applies on the Payables Side as well, only nowit is your Vendor you have an agreement with to make a certain number o payments over a certain amount o time with a set rate o in-terest. You will nd it under Purchasing>Transactions>Scheduled Payments. You must again begin with an Invoice that you havealready posted or the total amount o what you will be amortizing.

I Scheduled Payments sounds like something that would save your team time and e ort go ahead and open your Test Companyand experiment with it today! Contact our team to learn more aboutScheduled Payments.

Rhonda Hawley,Microsoft Dynamics Consultant, MCT

the Summit 2010.1 :: a publication of Summit Group Software


6/11

Eric Gjerdevig,President, Summit Group Software

The Rape and Abuse CrisisCenter of Fargo-Moorhead

Customer Interview:

T he Rape and Abuse Crisis Center (RACC) o Fargo-Moorhead is anon-pro t agency whose mission is to provide crisis intervention,advocacy, counseling and education to all persons a ected by sexu-al and domestic violence and to provide prevention programs to create a

society ree o personal abuse.The Rape and Abuse Crisis Center o Fargo-Moorhead is led by Greg

Diehl. Greg has been with the center or 21 years and has served as Ex-ecutive Director since 2006. I recently sat down with Greg to learn moreabout the center and their choice to utilize Microso t Dynamics.

EG: What are the most recent challenges acing the Rape and AbuseCrisis Center?

GD: Probably no surprise, but unding has certainly been a chal-lenge over the last year. A number o oundations have changed their

ocus and strategy around providing unds to organizations. Traditionalund raising e orts have also been more challenging given the economic

conditions. The unding demands are even more di cult since our ser-vices are provided at no cost. The realit y is that we are being called uponto expand services at a time o decreased undi ng. We saw a record caseload last year and we are expanding our services to meet the demand

rom a wider variety o clients.EG: How have the challenges acing the Rape and Abuse Crisis Cen-

ter changed over the past decade?GD: The technology has certain ly been a big change. Ten years ago

there were very ew computers at our o ce; now we have a computerin every o ce. Its a challenge to stay up to date with technology, butweve managed to do what we can. A nother big change is the move romsolely providing services a ter a crime was committed to providing morecommunity education as a orm o prevention. We believe a lot can beaccomplished by changing things on the ront end. Hope ully more andmore o our time can be spent on prevention but with increased case loadsand unding challenges its not easy.

EG: Tell us how the Rape and Abuse Crisis Center uses and bene tsrom Microso t Dynamics?

GD: We started out running Great Plains Accounting back in the80s. Today we use Microso t Dynamics GP. Its a great program andcertainly meets all o our needs rom general ledger, accounts payable,inventory, and numerous other areas. We bene t rom the ease o use,the tight integration with Microso t O ce, and the drill down capabili-ties. We are also looking to do more with SharePoint and Business Portalin the uture.

EG: The Rape and Abuse Crisis Center recently implemented Mi-

A lmost all organizations have xed assets that are eitherowned and/or leased. Fixed Assets include anything acompany has purchased or its own use or which depreci-ation is recorded. Microso t Dynamics GP Fixed Assets helps youcreate and maintain asset records. This module provides com-plete tracking o xed assets rom the acquisition date throughretirement and can provide incredibly insight ul reporting orthese assets.

The starting point or many companies in using Fixed As-sets is to import existing asset data. I you have asset data in an-other xed assets system or a di erent source, such as Microso tExcel, you can import asset records and balance in ormationinto Microso t Dynamics GP. You can import new asset records,asset book records, insurance, lease and user-de ned in orma-tion into Fixed Asset Management. You can also import in or-

Importing Assets intoFixed Asset Managementfor Microsoft Dynamics GPGina Hoener,Microsoft Dynamics Consultant, MCT

> Fixed Asset Management, continued on p

> RACC Interview, continued on page 12

mation to make changes to the data or an existing asseThe Asset Import Utility is part o the Fixed Asset modutility will create and run a macro to import your recordIntegration Manager can also be used or importing acords. The choice is yours!

Here are some tips or importing records:You must complete the setup or Fixed Assets be

porting any records. Data must exist or Account GroupClasses and Book in ormation. Optionally, i you are imrecords or insurance, lease, location, physical locatioture or user-de ned in ormation, setup data must exisimporting.

I you will be using account numbers, be sure to m



7/11

Its shaping up to be a busy year or Microso t! A number o new product rplanned, including Microso t Dynamics GP 2010, Microso t O ce 2010, and SharePoint Server 2010. Here are some o the new eatures to look orwarMicroso t SharePoint Server 2010 releases.

The rst and most noticeable di erence to SharePoint 2010 will be the navIn Microso t SharePoint Server 2010, Microso t has decided to bring the nemenu rom the Microso t O ce products into SharePoint. This new ribbon witie together existing Microso t products with SharePoint, and provide a more

look or end users. In addition to this new look, Microso t has also added comwith other browsers, so users can choose between Microso t Internet Explorerother internet browser to view SharePoint pages.

Another airly signi ca nt change concerns the Business Data Catalog (Bold BDC has been upgraded to the Business Connectivity Services, or BCS. BCS will provide a more power ul way to access data rom legacy systems,vices, databases, and other external sources. And, not only can the new BCSLine o Business applications, but it provides both read and WRITE accessapplications! Many o these Business Connectivity Services will be accessib both Visual Studio 2010 and SharePoint Designer 2010.

Microso t SharePoint Server 2010 has also increased the e ectiveness o boards by incorporating eatures rom the late Per ormancePoint Server i

By, Joe Tews,Microsoft Dynamics/SharePoint Consultant, MCT

Whats Newand What to Expect

Microsoft SharePoint Server 2010:

> What to Expect, continu ed on p

croso t Dynamics CRM as a tool to track undrai sing. How has this gone so ar?

GD: Our sta is still in the learning phase and is nding Microso t Dynam-ics CRM to be easy to use. It has provenvery exible to meet the needs we havearound marketing and mail merge aswell as donation tracking. The tool o ersexpanded reporting unctionality andthat allows me, as the executive direc-tor, the ability to track donations over aspeci ed period o time or by appeal. Theimplementation team at Summit Grouphas been tremendous to work with andwe look orward to nding even moreways to utilize this new tool.

EG: How can people learn moreabout the work that is done at the Rapeand Abuse Crisis Center?

GD: First, people can either visit ourwebsite at racc m.com or call us at 701-293-7273. Id also like to mention our up-coming Kids Are Our Business Break ast.This is one o our largest events through-out the year and my personal avorite.Its being held on April 21, 2010 at 7:30 AM at the Fargo Holiday Inn. People cancontact us or event and ticket in orma-tion at in o@racc m.com .

Meet our Team: Joseph Tews

J oseph Tews is an Implementation Consul-tant here at Summit Group So tware. Joeis a Microso t Certi ed Trainer (MCT), aswell as a Lead Trainer with the MCT program,and specializes in Microso t Dynamics GP andBusiness Portal. He holds Microso t certi ca-tions not only on Microso t Dynamics GP, butalso is a Microso t Certi ed Pro essional onSharePoint and SQL Server. Since joining theSummit Group team in 2007, he has developedvarious skill sets, rom upgrades and imple-mentations to creating integrations betweenMicroso t Dynamics GP and Business Portalto other applications. He has also worked to

implement and support Work ow or Microso t Dynamics GP. Joe has a real passion or training and teaches Microso t Dynamics GP Part-

ner Academy and other specialized classes or both customers and other partners.His specialties include the implementation and training o Microso t DynamicsGP, with ocus on Installation and Con guration, Business Portal, and Work owareas. He also specializes in Microso t O ce SharePoint Server and WindowsSharePoint Services. Joe is o ten the resource conducting Microso t Dynamics GPupgrades so with a new release coming out in 2010, many customers may havethe chance to meet him soon i you havent already!

In his ree time, Joe enjoys spending time with amily and riends, being out-doors, hiking, campin g, and traveling. Joe requently attends classic car shows inthe summer as well.

Want Better Cost Management?

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www.wennsoft.com

> RACC Interview, continued from page 10



8/11

A nalytical Accounting in Microso t Dynamics GP canhelp you e ciently explore the data that is in your business management system. It allows you to per-orm this detailed analysis without impacting the general

ledger structure or number o GL accounts.However, getting the most out o your Analytical Ac-

counting investment can take a lot o time and resources,which we all know is in short supply. There is an easy, time-saving solutionAA Tools.

AA Tools is a modular solution designed to help in theset-up and on-going administration o Analytical Account-ing. It consists o :

AA SegmentConverter: Convert GL account segmentsvalues to AA transaction dimension codes.

AA Changer: Change and merge transaction dimensioncodesAA Backfller: Populate (or mass assign) AA dimen-sion codes or the open year as well as historical transac-tions or select journal entriesAA Cubes: Make analytics easier and more e cientBut what happens i Analytical Accounting is not re-

quired? The in ormation is still in Microso t Dynamics GP.The need to access and analyze that in ormation does exists;however, developing analytical cubes required to per ormthese analytics can be di cult, demanding, time consum-ing, and expensive.

There is a solution. QuickCubes provides easy-to-use,pre-built analysis services cubes that deliver analysis-readydata. Data rom the General Ledger, Accounts Payable, Ac-counts Receivable, Inventory, and Sales can be explored, ex-amined, and analyzed using Microso t Excel. QuickCubesgives the power o Analysis Services cubes to all editions o Microso t Dynamics GP, including Microso t Dynamics GPStandard Edition and Business Essentials.

AA Tools and QuickCubes are products rom Corpo-

Carole DArcy,Corporate Renaissance Group

Analytical Accounting,AA Tools & QuickCubes

Simplify Your Microsoft Dynamics GPAnalytical Requirements:

Featured ISV

rate Renaissance Group (CRG). CRG isa global provider o innovative productsand services that help Microso t Dynam-ics customers drive nancial per ormanceand improve operational e ectiveness.

As a Microso t Gold Certi ed Part-ner, we help Microso t Dynamics GP cus-tomers improve productivity and make better decisions by o ering a diverse suiteo products or data automation (Chang-er, AA Tools, Re-Formatter, Reverser,Merger Series), nancial planning andanalysis (Cost Allocator, QuickCubes,Project Cost Cubes), and employee per-

ormance management (emPer orm).CRG Changer, Certi ed or Microso tDynamics GP, is used by thousands o end customers around the world.

We also o er expertise in the areas

o costing, dashboards, reporting, busi-ness intelligence, management consult-ing, and employee per ormance manage-ment. We have been delivering bettermanagement and per ormance resultssince 1989.

Please join us or a webinar romCorporate Renaissance Group on April 8, 2010. To learn more about AA Tools, QuickCubes or CRG, andregister or this webinar, please visitsummitgroupso tware.com/php/crg.php .

[email protected]

888.929.1387

23 N Broadway, Suite 400Fargo, ND 58102

24x7 Support

Ofce PhoneNumber

OfceAddress

Summit Group So twareSupport and Contact In ormation



9/11

Quote and Order Automation Solutions

Experlogix Product Con guratorsfor

Microsoft Dynamics

Delivers 100% quote & order accuracy

Simpli es sales of complex products

Portal/Web interface option

For more information, please contact

[email protected]

www.experlogix.com

D uring a recent internal service process discussion, oneproposed idea was to take better advantage o our Micro-so t Dynamics CRM data and improve our business pro-cesses and decision making through the use o CRM dashboard-ing. Through project scoping and planning discussions with ourteam, these requirements were identi ed:

Provide graphical charts and lists, including direct access tothe dataHighly and easily customizable on a per-user basis to meetthe needs o di erent job roles and personal pre erencesHighly scalable with low overhead

One solution we evaluated to provide these dashboardswas the Analytics Accelerator or Microso t Dynamics CRMavailable on CodePlex. One o the several components in the Analytics Accelerator is a set o SQL Server Reporting Services(SSRS) reports which can be customized and implemented asdashboards. The reports did provide a nice set o unctional-

ity that would work great or many organizations, however didnot meet our requirements since the reports would need to becustomized on a per-user basis which would require a high over-head and not be very scalable.

To meet all o our teams requirements, it appeared wewould need a custom developed a solution. SharePoint wasevaluated as one possible development plat orm, but we wanteda solution that could be distributed without relying on this ad-ditional plat orm. Ultimately, our team was able to combine thepower o Microso t Dynamics CRM, .NET 3.5, AJAX, web parts,and the Microso t Chart Controls to build a highly con gurabledashboard that provides all o the required unctionality andmore! The custom dashboard solution provides drag and dropweb parts that can display graphical charts or lists as well as tabswhich allow data to be separated by Microso t Dynamics CRMmodule (sales, marketing, or service) or other grouping. The

unctionality is highly and easily customizable on a per-user ba-sis, taking advantage o CRM Advanced Find queries that most

Utilizing Dashboards in Microsoft Dynamics CRM

Tyler Sand,Microsoft Dynamics Developer/Consultant, MCT

Microso t Dynamics CRM users are already very amiliar withusing to keep the user inter ace as riendly and simple as pos-sible. This solution provides our team with this business criticaldata in a way that is very easy to maintain and customize per-user.

Contact our team today to nd out more about this Mi-croso t Dynamics CRM Dashboard solution and i it is right or your organization!

Point. SharePoint 2010 will eature new digital dashboards,which have the ability to provide key per ormance indicatorso a company.

For those o you who have ever had to recover rom a da-tabase backup be ore, SharePoint 2010 has made it easier to pull

les out o a recovered content database. A new eature knownas the Unattached Content Database Recovery allows userso SharePoint to mount an unattached content database and browse through the content without having to create a recovery

arm just to pull out a single document or piece o in ormation.

Some other eatures included in thenew release o SharePoint include:

Enhanced social networking, with the addition o personal

blogs, photo tagging, and activity eeds Ability to go ofine with SharePoint content with a new ea-ture called SharePoint Workspace; this allows users to pull acopy o SharePoint libraries, lists, and orms ofineSearch and Enterprise Content Management have also beenupgradedThere are a lot o new eatures coming along in SharePoint

2010! A re you ready to give it a try? The beta versions are avail-able or trial today, with ull product release expected yet in the

rst hal o 2010. Now is the time to start planning to upgrade toor implement Microso t SharePoint 2010! Contact our team ormore in ormation or to get the planning process started!

Required Accounts option in the Fixed Assets Company Setupwindow to save account numbers with the asset record.

I you import in ormation to a eld that has a Fixed AssetManagement de ault value, the in ormation you import will re-place the de ault in ormation.

When entering li e-to-date depreciation in book records, besure to include the amount in year-to-date depreciation. Year-to-date depreciation should be entered i the depreciated-to daterepresented by li e-to-date depreciation is in the current scal year or the book, as de ned in the Book Setup window. Year-to-date depreciation is not required i the depreciated-to-date is thelast day o the current scal year.

Always import your xed asset records into a Test company be ore importing in to your live company.

Depending upon your Microso t Dynamics GP licensing,Fixed Assets may be a module you already own! Contact us to-day to learn more about Fixed Assets and i it is something that your company can use.

> Fixed Asset Management, continu ed from page 11

> What to Expect, continued from page 13

Go Green. Save Money.Let us show you how going green delivers real savings.

Greenshades CenterElectronic PaystubsElectronic W-2/1099EmployeeDesk.com

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www.greenshades.com 1.888.255.3815



10/11

Events Calendar 2010.1To register or any o these events, go toClickToAttend.com and enter the event code.

Date WorkshopType Course Event Code

3.1.10 Online Introduction to Microso t Dynamics CRM or Sales 1421933.2.10 Online Introduction to Microso t Dynamics GP 10.0 - General Ledger 1423903.2.10 Online Introduction to Microso t Dynamics GP 10.0 - Inventory 1423923.5.10 Classroom Work ow or Microso t Dynamics GP 10.0 1423933.9.10 Online Introduction to Microso t Dynamics GP 10.0 - Payables Management 1423943.9.10 On li ne I nt roduc tion to Mic roso t D yna mics GP 10.0 - P urc hase O rde r Proc essi ng 1423953.9.10 to 3.11.10 Cla ssroom M ic roso t D yn am ics CR M 4.0 Cu stomi zat ion a nd Work ow 1423373.12.10 Classroom Integrating Microso t Dynamics CRM 4.0 and Microso t Ofce SharePoint Server 1422033.15.10 Online Introduction to Microso t Dynamics CRM or Service 142195

3.16.10 On li ne I nt ro duc tion to Mic roso t D yna mics GP 10.0 - Rece ivables Ma nag eme nt 1423963.16.10 Online Introduction to Microso t Dynamics GP 10.0 - Sales Order Processing 1423973.16.10 and 3.17.10 Classroom FRx II Essentials 1423983.22.10 to 3.23.10 Classroom Implementing Microso t O ce SharePoint Server 1423893.24.10 to 3.25.10 Classroom Implementing Microso t Dynamics Business Portal 1455883.23.10 Online Introduction to Microso t Dynamics GP 10.0 - Bank Reconciliation 1423993.25.10 Online Featured ISV Series: Introduction to Scribe Insight 1457833.25.10 Online Featured ISV Series: Introduction to Experlogix 1457863. 29.10 a nd 3. 30 .10 C la ss ro om M ic ro so t D yn am ic s an d Mi cr oso t S QL R ep or ti ng S er vic es 2 005 142 40 03.30.10 Online Introduction to Microso t Dynamics GP 10.0 - Fixed Assets 14724044.1.10 Classroom Payroll or Microso t Dynamics GP 10.0 1424054.5.10 Online Introduction to Microso t Dynamics CRM or Sales 1424064.5.10 to 4.9.10 Classroom Microso t Dynamics GP 10.0 - Financials 1424074 .8.10 O nl in e Fe at ur ed I SV S er ie s: I nt ro du ct io n t o C or po ra te Re na is sa nc e G rou p (C RG ) 1457854.12.10 and 4.13.10 Classroom FRx I Essentials 1424084.14.10 to 4.16.10 Classroom Microso t Dynamics GP 10.0 - Distribution 1424124 .19.10 a nd 4 .2 0.10 C la ss ro om M ic ro so t D yn am ic s an d Mi cr oso t S QL R ep or ti ng S er vic es 2 005 142 4134.21.10 to 4.23.10 Classroom Microso t Ofce SharePoint Server and Integrating Microso t Dynamics CRM and MOSS1424314.26.10 Online Introduction to Microso t Dynamics CRM or Service 1424144.28.10 and 4.29.10 Classroom Microso t Dynamics CRM 4.0 Administration 1424155.3.10 Online Introduction to Microso t Dynamics CRM or Sales 142416

5.3.10 to 5.5.10 Classroom Microso t O ce SharePoint Server and Microso t Dynamics GP Work ow 1424185.6.2010 Online Introduction to Microso t Dynamics GP Table Relationships 1457435. 6.10 a nd 5.7.10 C la ss ro om M ic ro so t Dy na mi cs an d M ic ro so t SQL Re po rt in g S er vic es 20 05 142 4195.10.10 Online Introduction to Microso t Dynamics CRM or Service 1424205.11.10 and 5.12.10 Classroom FRx II Essentials 1424215.13.10 Online Microso t Dynamics GP - Project Accounting Virtual Roundtable 1424225.17.10 to 5.21.10 Online Introduction to Microso t Dynamics GP Financials 1424425. 20.2010 On li ne I nt ro duc tion to Mic roso t SQL Ser ver View s or Microso t Dy na mic s GP 1457455.25.10 to 5.27.10 Online Introduction to Microso t Dynamics GP Distribution 1424435.26.2010 Online Whats New in Microso t Dynamics GP 2010 145736

Date WorkshopType Course Event Co

6.1.10 Online Introduction to Microso t Dynamics GP- General Ledger 146.1.10 Online Introduction to Microso t Dynamics GP - Inventory 146.3.2010 Online Introduction to Smartlist Builder or Microso t Dynamics GP 16.3.10 Online Microso t Dynamics GP - Manu acturing Virtual Roundtable 16.7.10 Online Introduction to Microso t Dynamics CRM or Sales 16.8.10 Online Introduction to Microso t Dynamics GP - Payables Management 146.8.10 Online Introduction to Microso t Dynamics GP - Purchase Order Processing 146.9.2010 Online Whats New in Microso t Dynamics GP 2010 146.10.10 Online Microso t Dynamics GP - Field Service Virtual Roundtable 16.14.10 Online Introduction to Microso t Dynamics CRM or Service 16.14.10 to 6.16.10 Classroom Windows SharePoint Services and Microso t Dynamics Business Portal 1

6.15.10 Online Introduction to Microso t Dynamics GP - Receivables Management 146.15.10 Online Introduction to Microso t Dynamics GP - Sales Order Processing 146.17.2010 Online Introduct ion to Views or Microso t SQL Server Reporting Services6.21.10 to 6.23.10 Classroom Microso t Dynamics CRM - Customization and Work ow 146.22.10 Online Introduction to Microso t Dynamics GP - Bank Reconciliation 146.23.2010 Online Whats New in Microso t Dynamics GP 2010 146.24.10 and 6 .25.10 Classroom Microso t Dynamics and Microso t SQL Repor ting Services 20056.29.10 Online Introduction to Microso t Dynamics GP - Fixed Assets 14

See more upcoming training events atSummitGroupSo tware.com/php/training .Courses subject to change, check our website or the most up to date schedule



11/11

Kids are our business breaKfast

April 21, 2010 at 7:30 a.m.Fargo Holiday Inn$65 Individual Tickets

Table Sponsorships AvailablePre-Registration Strongly Encouraged

www.raccfm.com701.293.7273

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