Many times when setting up a Microsoft Dynamics CRM 4.0 implementation it is necessary to import existing data into the new CRM system. Commonly, this data comes from Excel Spreadsheets, or the system it came from has a way to export it into Excel. Microsoft provides two tools for importing data into CRM natively.  One, the …
Monthly Archive: September 2009
Sep
10
Posting to a Closed Fiscal Period
I’ve been working on collecting some of the most frequently asked questions we receive in support. Here is one of the most popular: Question: Can I post a journal entry to General Ledger, after I’ve closed the year? Answer: If you close the year, you can still make journal entries to the last closed fiscal …
Sep
02
Registration and Event Management (xRM)
Summit Group has worked on an evolving project using the Microsoft Dynamics CRM platform over a couple of years. In the beginning, we set out to build a training registration system for clients in the training center industry. (Companies that run computer training as their core business.) This set of customizations was initially marketed under …