Posts From Summit Group Software

Microsoft Dynamics CRM 2016: Welcome to the Realization of Great Customer Experiences!

Around 15 years ago, I started my journey working with Microsoft Dynamics CRM (of course back then, it had a different branding and naming convention). For those of you who might recall the application from the deep recesses of your

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Time to Start Thinking about Year-End in Microsoft Dynamics GP

It is once again time to start discussing year-end closing procedures and updates for modules in Microsoft Dynamics GP. Although Microsoft typically releases the Year-End Update around the middle to end of November, now is the time to be talking

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From Australia to North Dakota: An Interview with Martin Olsen from eOne

Eric Gjerdevig (EG): So, how does an accountant from Australia end up owning a software company in Fargo, North Dakota and living here? Martin Olsen (MO): I studied accounting with a computer minor. I worked for a partner for a

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Why Should I move Microsoft Dynamics GP to the Cloud?

It’s not a surprise that the investment in cloud computing for enterprise continues to rise rapidly as cloud implementations become increasing more flexible, innovative and responsive. Additionally, cloud applications for small and midsized businesses are allowing these organizations to take advantage

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Marietta Davis: Leader, Visionary, Technologist, Philanthropist

Marietta Davis talks about her career, her team, and how Microsoft is changing I recently sat down with Marietta Davis, Vice President of Microsoft US Dynamics, at the 2015 Microsoft Dynamics Industry Summit in Southern California. It only takes a

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The Evolution of Customer Relationship Management

Relationship Status: Engaged! Customer expectations seem to be changing at the speed of light. Today, sales professionals do more than just sell; they are service representatives and subject matter experts. Traditional sales functionality no longer defines the sales force automation

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Reassign All Records Owned by a User to Another User

This is not something totally new with Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM 2015 as the functionality existed in Microsoft Dynamics CRM 2011 as well. If you ever have had a user leave the company or have had

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Microsoft Dynamics GP at REST

Microsoft Dynamics GP 2015 is introducing a new concept to the Microsoft Dynamics GP world, REST web services. I would imagine that most users of Microsoft Dynamics GP are asking the same questions “What is REST?” and “Why should I

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Steps to Send Emails to Custom Email Address Text Field from a Workflow

Recently we had a customer who had customized the Incident entity and had added a custom text field to the entity that was used to store an email address.  This data was being brought into Microsoft CRM incidents via an

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Adding a Profile photo to a Contact or Account Record in Microsoft Dynamics CRM

As online social interaction becomes more prevalent, we can sometimes lose touch with the fact that “Contacts” in our system are actually human beings (or in the case of Account records, groups of humans). It’s no wonder when we associate

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