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 …
Tag Archive: Dynamics
Dec
22
Microsoft Dynamics CRM 2011 Webinars from Summit Group Software
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
Microsoft Dynamics CRM 2011: Online Lead Capture
“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
Microsoft Dynamics CRM 2011 Dynamic Marketing Lists
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
22
Microsoft Dynamics GP Inventory Year End Closing procedures
The inventory year end close for Microsoft Dynamics GP is not a date sensitive process. Amongst other functions, the year end close will transfer current year sales and cost activity to history, the quantity sold for each item will reset to zero and the beginning quantity will update the quantity on hand. Run the year …
Nov
22
Microsoft Dynamics GP Payroll Year End closing procedures
Payroll Year End processing does not have to be stressful if you read, plan, ask questions and have backups! This article is applicable for Microsoft Dynamics GP versions 9, 10 and 2010. For complete details please visit CustomerSource and KB article 850663. Most customers will be processing a 2011 pay run before 2010 W-2s can be …
Oct
28
Automatic Credit Memo Notifications – Summit Messenger
We recently implemented a solution (that we are now calling Summit Messenger) for a customer to automatically send credit memo notification emails from Microsoft Dynamics GP to their customers. Each quarter, the customer runs a SQL Reporting Services report to determine the credit that should be applied to each of their customers. Rather than having to …