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 the name Summit TCM. We built some extentions that utilized some basic entities to manage registrations, link them to people/companies and tapped into the Service Scheduling module. Again with some extensions were able to link events in the calendar to registrations and then people.
We have been able to take this basic set of extensions for the purpose of managing technical training and bend them further to managing any type of class registration, including soft skills training sessions, arts and musical training, etc. And we have also moved this even further to do just general event manegement for some of our clients who have a need to track events, places, people, etc. With the flexibility of the CRM platform, we have been able to transform Dynamics CRM from being a place to just keep track of customer interactions – to stretch into an entire registration, scheduling, and event management platform. Adding this to basic CRM functionality around opportunity and pipeline/revenue reporting we have a pretty powerful solution now to deliver to service businesses that have a need for registration and event management.