Feb
17
When we think of “reporting data”, often the options we conjure up in our heads are simply collections of columns and rows displaying lists of information. However, Microsoft Dynamics CRM 2011 provides us a more dynamic array of options. While I don’t wish to delve into each and every one of them in this article, …
Mar
31
Have you heard? The IRS has issued guidelines for reporting of employer sponsored health insurance costs on 2011 and 2012 W-2s!! The reporting is for employee information only and does not cause employer-provided health coverage to become taxable. The Affordable Care Act has made this an optional requirement for all employers for the 2011 W-2s. …
Feb
28
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
16
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 …
Dec
22
Never a better time to start the new year off right! Right around the corner, Microsoft Dynamics CRM 2011 is launching. At Summit Group Software we believe that training and knowledge are key to making prudent business decisions that help you align your corporate strategies with your IT strategies. Each month, we offer a wide …
Dec
13
“I need my web site to capture information about my customers and have that flow into Microsoft Dynamics CRM. You can do that, right Josh?” Well, if I have my developer hat on, I would think, “Well with enough time or money I can do pretty much anything in CRM!” While this certainly is true, …
Dec
02
The elusive new feature of Microsoft Dynamics CRM 2011 I wanted to call your attention to today is Dynamic Marketing Lists. For those of you who have been using Microsoft Dynamics CRM Marketing functionality, you are aware that a marketing list can consist of one of the following kinds of records Leads, Accounts, or Contacts. …
Nov
19
Microsoft Dynamics CRM 2011 & Goal Management This is an expanded version of an article that will be appearing in the December 2010 edition of The Summit, Summit Group Software’s quarterly magazine. If you are interested, feel free to check out The Summit, we love new readers! In previous editions of Microsoft Dynamics CRM, goal …