Posts From Summit Group Software

Lucky 13: SharePoint 2013, Microsoft Office 2013, and Microsoft Dynamics CRM 2013 (a lucky bet)

The case can always be made to select and prioritize phases for change that make sense for an organization. Today, many organizations find themselves on different versions of interoperable products from Microsoft; and, perhaps other vendors as well. Rather than an organization thinking they should overhaul Microsoft SharePoint 2013, Microsoft Office 2013, and Microsoft Dynamics CRM 2013 systems as a necessity, they need to consider why moving to the “Lucky 13” triad is a smart decision.

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Year-End Procedures for Microsoft Dynamics GP

Another year passes and it is time to start discussing year-end closing procedures for the modules in Microsoft Dynamics GP. Now is the perfect time to review this information, just because it is only done once a year, and also to share information sent out by Microsoft. Planning ahead is very important!

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The Web Client & Windows Azure Platform

I recently sat down with Daryl Anderson from Microsoft to hear about Microsoft Dynamics GP 2013 and the exciting efforts around the web-client and support for Windows Azure.

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Microsoft Dynamics GP 2013 Exporting SmartList to Excel – values have 5 decimal places

After upgrading to GP2013, do some of the field values you export to Excel display differently? We are seeing some issues when exporting the same reports used in prior version of Microsoft Dynamics GP when exporting SmartLists to Excel.

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Building Customer Portals

One area of Microsoft Dynamics CRM that has seen an increase in popularity over the last year is the Service module. Part of that increase in adoption can be attributed to the availability of portal solutions for Microsoft Dynamics CRM and the ability to increase the value proposition of the Service module by using those portals.

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CustomerSource? Why Not?

Organizations that are current on the Microsoft Dynamics service plan already pay to access Microsoft’s CustomerSource site, so why not use it?
For organizations that strive to be more self–sufficient and want to potentially save support and training dollars, CustomerSource is a great resource to take advantage of.

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Plugins Workflows and Jscript

The terms “Plug-In,” “Workflow,” and “JScript” are commonplace for those who are experienced with Microsoft Dynamics CRM. Sometimes, it seems that even users who have a number of years of background using the product do not always understand the difference between these terms. This article brings some clarity for those who are unsure or find the terms confusing.

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Tapping Potential

With the release of Microsoft SharePoint 2013, I had the opportunity to connect with Girish Raja – Microsoft Dynamics CRM’s Technical Product Manager for the Corporate Marketing Team – to talk about the effort put into improving the integration between Microsoft SharePoint and Microsoft Dynamics CRM 2011. Girish discussed some lesser known Microsoft SharePoint 2013 features companies should be using, the road map for Microsoft SharePoint 2013, and skills that customers and partners should develop to better utilize Microsoft SharePoint investments.

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Book Review: Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

Recently, I read through Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 by Mark Polino. Overall, the book is a good step by step guide for any Microsoft Dynamics GP users who have, at minimum, an average competency level with Excel 2013. It covers how to get detailed information contained within Microsoft Dynamics GP 2013 and present it in an attractive and easy to understand way.

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Gamification: A Generation Y Working Method

It is possible you’ve not heard much (if anything) about gamification. That is likely to change. As it relates to organizational management, you are likely to hear much more about gamification in the near future

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