While I have never found a lot of interest in Las Vegas personally, I think I may have found a compelling reason to go this year….Extreme CRM 2011. This is the year’s biggest and most comprehensive CRM-specific conference. What is even more exciting (depending upon your definition of “exciting”) is that I will be a …
Category Archive: xRM
Sep
22
Feb
28
State of CRM
Six years ago, Eric and I left Microsoft to start Summit Group Software. We knew that a key piece of our long term success resided in the incorporation of Microsoft Dynamics CRM. At the time, we were working with version 1.2. Any of you remember that version? No? Well you weren’t missing much. Yes it …
Feb
17
“Take it to the Cloud!â€
Let me paint you a picture: A consultant (let’s call him Bosh Behl..to protect the innocent) preparing to do a 4 hour workshop on Microsoft Dynamics CRM 2011 for a room full of his customers arrives early onsite to ensure that he can connect to his CRM Hyper-V environment. Before he left the office, it …
Feb
16
Microsoft Dynamics CRM 2011 has officially been released! So now what?
Today, February 16, 2011, Microsoft officially released Microsoft Dynamics CRM 2011 On-Premise. While some of you may be Online vs On-premise customers. (http://www.microsoft.com/Presspass/press/2011/feb11/02-16OnPremisesPR.mspx) This newest version of the application carries a number of new features and functionality which have been touted and talked about a lot in the last number of months. However, now that …
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
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 …
Nov
09
Time and Expense Entry (xRM)
Summit Group Software implemented a time and expense entry system for our consulting practice using xRMÂ (Microsoft Dynamics CRM) as the platform. It started out as a simple use of some additional entities for projects, time entries, expense entries in order to track our billable time and expense entries for clients. These entities have relationships to …
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 …
Aug
11
Trucking Company Ticket Entry using CRM (xRM)
Earlier this year we had a chance to put together a very unique solution for one of our clients in the trucking industry. They were in need of a solution to replace a legacy ticket entry system which was plaguing them with inaccurate data and a platform that was rigid, didn’t scale, and no one …
Aug
03
Loan Loss Reserve Reporting/Modeling (xRM)
Summit Group recently had the opportunity to work with one of our banking clients to utilize Microsoft Dynamics CRM in a very unique way (xRM). Taking advantage of Microsoft Dynamics CRM and Scribe we built a reporting solution for easily calculating Loan Loss Reserve Adequacy. Nightly we push all loan data from their Fiserve solution …