For some time now, we have received a number of questions from our customers, particularly those who integrate Microsoft Dynamics CRM with ERP systems such as Microsoft Dynamics GP, if we can facilitate negative transactions on Quotes, Orders, Invoices, and Opportunities. In earlier versions this just wasn’t possible…well at least not in a supported or …
Category Archive: Microsoft Dynamics CRM
Nov
12
“I don’t use Accounts…can you please take away access to them?†Sure! No problem….or is there?
Recently we completed a Microsoft Dynamics CRM project for one of our customers and they see themselves as a B2C sort of company. As part of the Analysis Phase of our project they indicated that they don’t want to see Accounts referenced in the system. So we did what you would expect. We updated the security roles by taking away read access to Accounts in the system. Worked as expected…Accounts…POOF…gone.
Now, fast forward about 2-3 months. The customer reported that when their users go to a Contact and look on the left navigation pane, they cannot see More Addresses!
Nov
11
Microsoft Dynamics CRM 2011 Web Resources: Data (XML) and Style Sheet (XSL)
A simple example of how to use the Data (XML) and Style Sheet (XSL) Web Resources in Microsoft Dynamics CRM 2011.
Nov
09
Extreme 2010: Second full day is in the history books!
At the end of the second day, the quality content kept flowing!
Nov
09
Live from Extreme 2010: Day One is history…Day Two just getting started!
Extreme 2010…Day one is done and day two is just getting started. Great event for Microsoft’s key CRM learning event.
Nov
08
Live from Extreme 2010!
Live from Vegas… Microsoft Extreme 2010! Day 1 of Microsoft’s key CRM training event.
Nov
05
Web Resources in Microsoft Dynamics CRM 2011
In earlier version of Microsoft Dynamics CRM, customizers have been able to add Silverlight applications, tie in HTML documents and so on simply by using IFRAMES. So, why did we need an improvement to this in Microsoft Dynamics CRM 2011? Those custom pages were usually hosted in the same web server in which CRM was …
Jul
19
Time to get Trained!
Did you get the memo?? Summit Group Software has moved! Our new location has many great new benefits — perhaps the best one… Our new training room! We are putting it straight to good use and running a Microsoft Dynamics CRM 4.0 Administration class for customers this week. It’s a full house in there and …
Apr
13
Methods and Strategies Used Implementing ERP Solutions
I correspond with a gentleman from a company called Software Advice from time to time.  His company recently did a survey on strategies used in implementing ERP solutions. This is a good blog article that highlights the different strategies available, and how many companies choose those strategies, along with their success ratings. It’s worth a look if …
Apr
07
Prioritize Prioritization
What would you do if time and money were not a consideration? Who cares?? I dare you to find one company for whom time and money are not a consideration. Even the largest companies with the deepest pockets have some sort of ownership or shareholders to which they are accountable for those little details like …