summit magazine winter 2009

theSummitA quarterly publication o Summit Group Sotware

2009.4

In this issue:

Year EndProceduresfor Microsoft Dynamics GP

ManagedServices Plans

Electronic Banking

Want $1,000 towards attendingConvergence 2010?

Check out our newManaged Services planson page 9.

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From the President’s Desk

It is that time o year when weall start peering anxiously overthe horizon into 2010. The

promise o a new year and aresh start is always an exciting time.

Looking back on 2009, it was

a year ull o ups and downs or

many o us. Here in Fargo, our

oce and the entire Fargo-Moor-

head community saw some set-

backs in March when the Red River reached record heights.

Watching our team and community pull together was hum-

bling and I know in the end has made us all stronger! Al-

though 2009 may not have been a year o record growth or

Summit Group, we were proud to be named by Inc. maga-

zine to the Inc. 5000 list o astest growing companies in the

United States. And, we’ll celebrate our ve year company

birthday in January 2010! Everyone is invited to our birthday

party 4:01 on Thursday, January 21, 2010 at our Fargo Oce.

Many o you joined us or our First Annual CustomerSummit on October 29, 2010 at the Microsot ExecutiveBrieng Center. Thank you to everyone who took the timeto join us. With over 100 people in attendance, we receivedgreat eedback on this event and look orward to mak ing it bigger and better next year.

At our Customer Summit, we rolled out our new Man-aged Services Plans. These plans are designed to delivermany o the things included in our previous Managed Ser-vices oerings, but also include exciting new additions suchas unlimited support and training benets at no additionalcharge! We will, o course, continue to do much o ourwork on a time and materials basis, but this new productoering will allow us to slowly shit away rom this to amodel that has many benets to both us and our clients.Please read more about this on page 9.

Are you looking to nd out our holiday hours, view up-coming training courses, or looking or support? I want toremind everyone o the Summit Group Sotware companywebsite. There is valuable inormation available on our siteand it is worth checking out. Our entire training scheduleis available as well as our company blog, which many o youhave given us great eedback on.

Final ly, I’d like to welcome Larry Jack to Summit GroupSotware. Larry wi ll be joining as a Business DevelopmentManager in the Minneapolis market. We look orward tohaving Larry as part o our team!

As usual, thanks or your continued business and sup-port. Happy New Year!

Sincerely,

Eric

888.929.1387 :: SummitGroupSoftware.com 3

IntegratingMicrosoft SharePoint withMicrosoft Dynamics CRM

Consider this scenario… You have a powerul Microsot SharePoint implemen-tation running in your company. You’ve been utilizing the unctions o theBusiness Data Catalog, Excel Services, and the robust Enterprise Searching

capabilities or some time. You also have just nished an implementation o Micro-sot Dynamics CRM to help track and maintain your sales prospects, leads, contacts,marketing campaigns, etc.

Combining Two Powerul Technologies

Two powerul Microsot technologies are right at your ngertips. Now, i onlythere were some way to harness the powerul eatures o both into one easy to useand access place. Enter… the native unctionalities o both products that make aseamless integration possible. That’s right! Now you can utilize both applications inone location using your own preerred weapon o choice.

Document Libraries in Microsot Dynamics CRM

There are three ways that integration is achieved between the two technolo-gies. The rst is pulling Microsot SharePoint data (specically lists and libraries)into your Microsot Dynamics CRM solution. Here’s an example: You have mul-

Joe Tews,Microsoft Dynamics Consultant, MCT

the Summit 2009.4 :: a publication of Summit Group Software4

tiple documents stored or each o your accounts. The currentsolution is to have a separate older sharing solution where eachaccount has its own older. Sometimes, things don’t get savedinto the correct olders; it’s hard to nd exact ly what you’re look-ing or, etc. With Microsot SharePoint and Microsot DynamicsCRM, we can create separate document libraries and tie them toa contact or account within Microsot Dynamics CRM and putall inormation in one, convenient location.

Microsot Dynamics CRM in WSS or MOSS

The second integration technique pulls Microsot Dynam-ics CRM data into your Microsot SharePoint site. We can pullMicrosot Dynamics CRM inormation into either WindowsSharePoint Services (WSS) 3.0 or Microsot Oce SharePointServer (MOSS) 2007. I our solution is a Windows SharePointServices 3.0 installation, there is a Microsot Dynamics CRMweb part available or download rom Microsot. With this webpart, we can pull inormation rom Microsot Dynamics CRMand display it in a web part in Microsot SharePoint. Most enti-ties are available, and only one entity at a time can be pulled inper web part.

With Microsot Oce SharePoint Server, there are severaladditional options to pull in data. Besides using the WSS web

part, we can util ize the Business Data Catalog or Excel Servicesto pull in the Microsot Dynamics CRM inormation. I we uti-lize the Business Data Catalog, we can write our own Applica-tion Denition File or utilize one that comes with the MicrosotDynamics CRM Accelerators. Once this Application DenitionFile is uploaded to the Business Data Catalog, we can createBusiness Data web parts in Microsot SharePoint to display thedata, even display data rom related entities!

Microsot Excel Services

Finally, through Microsot Excel Services, we can displayinormation rom within Excel Worksheets to our SharePointsite. This is accomplished by pulling Microsot Dynamics CRMdata into Microsot Excel through real-time data integrationsand displaying this inormation as Pivot Tables or Charts. Wecan then publish that inormation to Microsot SharePoint andMicrosot Excel Services and have real-time graphs and tablesstraight out o Microsot Dynamics CRM. This data can be usedin Dashboards and other Microsot SharePoint pages.

There are some exciting ways to integrate your MicrosotDynamics CRM and Microsot SharePoint deployments. Formore inormation on how we can better integrate your systems,please contact us!▲

[email protected]

888.929.1387

23 N Broadway, Suite 400

Fargo, ND 58102

24x7 Support

Ofce Phone

Number

Ofce

Address

Summit Group Sotware

Support and Contact Inormation


Improve Efciency with

Electronic BankingJanelle Montplaisir, Microsoft Dynamics Consultant, MCT

Maintaining control o cash and bank accounts are business criticalunctions in every organization. From paying vendors and collect-ing customer payments, to balancing bank statements – unortu-

nately, managing your checkbooks and cash fow can require a signicantamount o time. Microsot Dynamics GP includes a number o dierent banking tools to help manage your banking activities more eciently andsecurely while saving signicant resource time and administrative ex-penses.

Electronic Bank Reconciliation

Most businesses maintain multiple checkbooks. Some even maintainmultiple checkbooks or multiple companies. Bank reconciliations are tra-ditionally a very manual process and oten take a considerable amounto time and eort. Think about the amount o time your employees are


spending each month to correctly recon-cile all o your checkbooks. With Elec-tronic Bank Reconciliation, employeescan download a le rom the bank di-rectly into Microsot Dynamics GP Bank Reconciliation and the system automati-cally matches any transactions, saving your business and employees valuableresource time while reducing data entryerrors and increasing accuracy. Imaginethe many more productive hours yourteam could spend on other tasks i youallow Electronic Bank Reconciliation todo the work!

EFT or Payables Management

Electronic Funds Transer (EFT) orPayables Management allows you to cre-ate a secure payment le or all electronicpayment vendors and submit it directlyto your bank. The process o generating an EFT vendor payment is the same as aregular vendor check batch, except rath-er than printing checks you generate anelectronic payment le which is submit-ted to your bank. Electronic paymentsnot only decrease time and costs by nothaving to print and mail checks but italso reduces the potential or raud thatpaper checks can introduce.

EFT or Receivables Management

Electronic Funds Transer (EFT) orReceivables Management can help guar-antee customer payments by automati-cally withdrawing unds rom your cus-tomers’ bank accounts or outstanding invoices. To create the electronic undstranser le or your customers, enter acash receipt as normal or that paymentin a batch, and it will be marked as EFT.When the batch o cash receipts is posted,an electronic le is generated or all cus-tomer payments in that batch. The le isthen submitted to the bank and you willelectronically receive payment or yourcustomers’ accounts. Payments receivedelectronically help decrease the cost o processing payments, guarantee custom-er payments, and improve your businesscash control.

The best part – depending upon yourlicensing plan or Microsot DynamicsGP – you may already be entitled to someo the tools or no additional cost! Con-tact us to visit more about any o theseElectronic Banking solutions or Micro-sot Dynamics GP.▲

Meet our Team:

Janelle Montplaisir Janelle Montplaisir is a consultant, sup-

port specialist, and Microsot Certied Trainer(MCT) here at Summit Group Sotware. Shehas been part o the Microsot Dynamics GPcommunity or over 12 years. During this time, Janelle has had the opportunity to work in avariety o dierent roles and take on a broadrange o responsibilities around the MicrosotDynamics GP application. She has done a com-plete circle in the Microsot Dynamics GP com-munity – rom working or Microsot in theMicrosot Dynamics GP development organi-zation – to supporting and training customers,partners, and employees at Microsot – to being

a customer and working or a Microsot Dynamics GP ISV solution provider atWennsot, beore joining the Summit Group Sotware team about a year ago.

Janelle is oten the person on the other end o support call s and emails andshe loves getting to know her customers. In her spare t ime, Janelle enjoys being outdoors, cooking/baking, shing, and spending time at the lakes. Her opti-mism and positive attitude make her a pleasure to have on our team.▲

www.salespad.net p (800) 935-5660

A Better Front-End for Dynamics™ GP

• Sales Entry and Workfow

• Purchase Order Management

• Inventory Control

• Customer Service

• Sales Reporting and Analysis


ANNOUNCING:

New Managed Services PlansHelp When You Need It!Eric Gjerdevig, Summit Group Software President

Are you looking to get more out o your Microsot Dynam-ics solution? Do you or your sta need additional training to eectively use Microsot Dynamics to its ullest advan-

tage? Do you have how-to questions at times but choose not toask because the answer is not worth the cost? Do you ear thecost associated with your next system upgrade? Are you looking or help but need to control costs in a predictable way?

Managed Services Plan Benets

Summit Group Sotware is here to help. We are happy toannounce the availability o our new Managed Service plans.These plans build on the success o our original Managed Ser-vices oerings and include impressive new benets such as un-limited technical support, unlimited training, complete upgradeserv ices, Convergence credits, and more. Next time, when youor your sta has a technical question, need training, or you arelooking to upgrade remember that Managed Services can pro-vide these benets and more or a simple, annual ee.

Microsot Dynamics GP Stafng

One o the new benets available within our new ManagedService plans is the Microsot Dynamics GP Resource Stang benet. Many companies have experienced having a key personout on a maternity or medical leave; or possibly it is the busyseason and you simply need an extra resource or a month. We

now oer a non-technical resource or a weekly rate to ulllthis stang need or our clients.

At the present time, this benet is only available to our Far-go based clients on a rst come, rst served basis. The resourceis very skilled in the day to day operations o the core nancialmodels o Microsot Dynamics GP. This benet is designed toprovide a resource or week to week stang needs where cli-ents need to have someone with core knowledge o MicrosotDynamics GP.

Unlimited Training

Another new benet or our Premium Managed ServicePlan customers is unlimited training. With many classroomand online courses scheduled every month, clients can send oneor more people to as many scheduled courses as they’d like. Somany times companies make big investments in sotware/tech-nology only to not realize the ull investment because people arenot properly trained or they are suering rom turnover o thetrained sta. This benet will tackle that problem head on bygiving clients the ability to make sure their sta is ully educatedon the sotware tools they are using. Training c lass registrationand availability is on a rst come, rst served basis.

Interested in hearing more about these and other benets?Look into our new Managed Services Plans on the acing page,or contact us today.▲


Managed Services

Summit Group Software

Corporate Ofce:

23 N Broadway, Suite 400

Fargo, ND 58102

SummitGroupSotware.com

Managed Services EssentialsMonthly Remote ServerDiagnostic and ReportScheduled and perormedremotely by our support team.

Monthly AccountManagement MeetingsScheduled and done monthlywith account manager.

Monthly invoicingNet 30 terms.

Convergence credit memo or $1,000Applied to services. Credit Memogiven ater attending Convergence.

12 month consulting rate lock Hourly rate is locked throughlength o contract.

Microsot Dynamics GPResource StafngAvailable resource trained in dayto day transaction processingin Microsot Dynamics GP withbackground in accounting processing.Available on a frst come frst servebasis. Resource based in Fargo, ND.Charge o $800 per week applies.

Discount on prepaid blocks o hours(25/50/100/200 at6%/8%/10%/12% discount)

Managed Services AdvancedMonthly Remote ServerDiagnostic and ReportScheduled and perormedremotely by our support team.



Convergence credit memo or $1,000Applied to services. Credit Memogiven ater attending Convergence.


Microsot Dynamics GPResource StafngAvailable resource trained in dayto day transaction processingin Microsot Dynamics GP withbackground in accounting processing.Available on a frst come frst servebasis. Resource based in Fargo, ND.Charge o $800 per week applies.

Unlimited Technical SupportSame day response 8AMcentral to 5PM central.

System Down24 x 7 support access.

Discount on prepaid blocks o hours(25/50/100/200 at8%/10%/12%/15% discount)

Managed Services PremiumMonthly Remote ServerDiagnostic and ReportScheduled and perormed remotelyby our support team.



Convergence credit memo up to $2,000$1,000 services credit memo per frst twoattendees. Applied to services. Credit Memogiven ater attending Convergence.


Microsot Dynamics GP Resource StafngAvailable resource trained in day to daytransaction processing in MicrosotDynamics GP with background in accountingprocessing. Available on a frst come frstserve basis. Resource based in Fargo,ND. Charge o $800 per week applies.

Unlimited Technical SupportSame day response 8AM central to 5PM central.

System Down24 x 7 support access.

Unlimited TrainingFree access to all Summit Group Sotwarescheduled classroom or online training.

Upgrade ServicesIncludes remote test upgrades andnecessary service pack updates.

Project ManagementProject Management related to productscovered under Managed Services.

Database/company setupSetup o new company databases.

Remote User/security administrationRemote setup and administrationo Microsot Dynamics users.

Discount on prepaid blocks o hours(25/50/100/200 at 10%/12%/16%/20% discount)

Let’s Get Down to Business.SM

Pricing based on System List Price. Contact your Summit Group Sotwareaccount representative or details and price quotes.

Is xRM Right orYour Organization?

What is xRM?

Acronyms abound in the world o business applications andtechnology and xRM is an especially popular one, lately. Theshort and marginally helpul answer is – ‘xRM is whatever you

want it to be.’ The ‘x’ is the variable and the ‘RM’ stands or Re-lationship Management… an application to manage any kind o relationship. We like to think o xRM simply as a platorm that isvery well suited or the development o business applications.

This platorm is based on the Microsot Dynamics CRMplatorm, leverages Microsot SQL Server as the database, andthe application customization toolset is bui lt right into MicrosotDynamics CRM to build out custom business applications. TheMicrosot Dynamics CRM application can really be thought o as a eature set that includes sales, marketing, and service unc-tionality built using the xRM platorm. Lots o other things can be built on this platorm that accomplishes very dierent busi-ness processes.

xRM: No More Build vs. Buy

For IT departments everywhere, one o the most commonquestions is ‘Build vs. Buy?’ when it comes to line o businessapplications. To build your own business application, the typi-cal benet is that it is highly customized to your exact businessneeds. The drawback is those applications are expensive to build,maintain, and support. Some advantages o buying industry spe-cic or pre-packaged applications include being typically wellsupported by the vendor, easily deployed, and easily supported, because there are a lot o other customers out there like you.The drawback – the infexibility o those applications oten ailto meet your business needs and processes get sacriced to makethe company work the way the sotware does.

With xRM as the platorm, you have the benet o bothBuild and Buy. It provides the benets o a scalable, well sup-ported solution on a well known and documented platorm likeMicrosot Dynamics CRM with the fexibility and customiza-tion capabilities to be a truly customized solution.

Why Use xRM as a Development Platorm?

From a business standpoint, it makes good sense. Train-

Betsy Stadick,Microsoft Dynamics Consulting Practice Manager


Year-EndProceduresfor Microsoft Dynamics GP Sheila Ochoa, Microsoft Dynamics Consultant, MCT

With 2010 nearly upon us, it remains important to review year-end proce-dures or the various modules within Microsot Dynamics GP. The mostimportant thing to remember prior to doing year-end close or any mod-

ule is to make a recoverable backup. The second most important item - review allo the necessary closing procedures prior to making that backup.

Year-End Closing Procedures

Planning ahead and making a back up is the most important thing. Ninety-nine percent o module year-end closes go fawlessly as long as processes and pro-cedures are ollowed. I at any point you are unsure o these procedures, pleasetake a moment to call us and discuss any uncertainties you may have.

Whether you run on a Fiscal Year or Calendar Year, both sets o closing in-structions rom Microsot are provided with each module. For more inorma-tion on each module, see the Summit Group Sotware website or art icle links atSummitGroupSotware.com/php/announcements.php . For your convenience, thearticles or closing each module wil l be published directly at our website or down-load once they are released rom Microsot.

Module Close Order

Another important item related to year-end closing is the ORDER in which

ing and learning curve costs can be sig-nicantly lower by leveraging a platormthat could be used or numerous otherapplications in the organizations and viaMicrosot Outlook. I it looks, eels, andacts like your other applications – it is alot easier or sta to learn and really canincrease productivity.

From an IT standpoint, the reasons

are compelling and numerous. The previ-

ously mentioned point about building vs.

buying is one o the best reasons. Use the

xRM platorm as an incredibly cost eec-

tive starting point or a custom business

application. The platorm already has well

dened development methods and is well

documented and supported. It is incred-

ibly fexible and easily extended – using

rst and oremost a powerul customiza-

tion tool set built right into the application

interace. But also using jscript, .NET-en-

abled programming languages, and the

reporting engine o SQL Reporting Ser-

vices – just about anything can be done.

From a supportability standpoint – no more ‘black box’ mystery to all andno one let to support it in the organiza-tion. Microsot Dynamics CRM is a wellknown and well supported environment,which scales or growth and upgrades ina ar more superior way than a custom built application because it leverages thestrength o Microsot Windows, SQLServer and .NET Platorms.

Is xRM Right or YourOrganization?

It just might be. We have deployedmany varied xRM projects across indus-tries and types o applications. Theircommonalities were issues with dispa-rate spreadsheets, no reporting insight incurrent systems, old systems lacking dataintegrity and/or no sta within the orga-nization who knew anything the aboutthe old systems. Some companies hadpeople that were eeling like they wererunning blind in decision making orspending time patching together the ail-ing systems… all signs that something is‘broken’ and xRM might just be the plat-orm to x them.

Interested in reading about

some examples of xRM deploy-

ments we have worked on? Visit the

Summit Group Software Blog at

SummitGroupSoftware.com for a series

of posts on our xRM projects.▲

Year-End, continued on page 13 >


Summit 2009User Conference

It is an exciting year in the Microsot world and that ex-citement was on display on October 29, 2009 at SummitGroup Sotware’s inaugural user conerence. Over 100

individuals gathered at the Microsot Fargo Campus Ex-ecutive Brieng Center in the new Vision building or thisgreat event.

Don Morton, site leader or the Executive Brieng Center, opened the day by addressing the audience withsome encouraging words about current and uture plansor Microsot. Up next was Summit Group SotwarePresident Eric Gjerdevig who spoke about his positivityaround a strengthening economy and ocially unveiled anew Managed Services plan or Summit Group Sotwarecustomers.

With the opening session over, the day o concurrentand micro sessions were ready to begin. Topics ranging rom SQL Reporting Services (SRS) or Microsot Dynam-ics GP and CRM and Integrating Microsot DynamicsCRM with Oce SharePoint Server started the day. Otherconcurrent topics throughout the day included Workfowor Microsot Dynamics GP, an Introduction to MicrosotDynamics CRM, Tips and Tricks on Getting More romMicrosot Dynamics GP, an Introduction to MicrosotOce Communication Server, Integration Tools or Mi-crosot Dynamics, and Reporting Options or Microsot

Kevin Spaulding,Business Relationship Manager


Dynamics GP.The Micro Sessions were a nice mix

into the day, with just a 30 minute bursto content and included topics such asExtender or Microsot Dynamics GP,Introduction to Business Portal, andWorkfow/Automation with MicrosotDynamics CRM. The aternoon MicroSessions were even more popular asBen Corwin rom Microsot presented asneak peak at Microsot Dynamics GP 11and the Summit Group team presentedan introductory session on xRM.

The day was certainly enriched bythe presence o a number o our ISV andother partners, including sess ion presen-tations or Lunch/Table topic discussionsrom Avalara, Scribe, Rockton, Marco,and SalesPad. With the ull catering capabilities o the Executive Brieng Center,lunch was held right onsite and the mo-mentum o the event was even through-out the day.

The closing session pulled everyonetogether and Eric Gjerdevig oered someclosing thoughts… and o course – doorprizes! Including Convergence creditmemos, copies o Microsot Oce 2007,and you can’t orget those Starbuck’s gitcards.

The day concluded with a quick so-cial at Summit Group Sotware’s down-town oce. Each and every Thursday,customers have a standing invitation toour weekly 4:01. This is a time or custom-ers to come to our oce and visit withour sta about anything. The topics canvary each week… We have been hearing a lot about the Minnesota Vikings lately.Mark your calendar every Thursday!

We would like to extend a thank youto Microsot Fargo or their support o the inaugural event. Their support waskey to putting on such a top notch event. A nal thank you goes out to the 100 pluspeople that attended the Summit 2009User Conerence. It was our pleasure to bring it to you. These are the kinds o events that show what is possible andwhat is coming with your current solu-tions. Summit Group Sotware continuesto strive towards aligning your IT invest-ments with your business strategies.

The second annual Summit GroupSotware user conerence is already onthe calendar and will be October 28, 2010at the Microsot Executive Brieng Cen-ter in Fargo. See you next year! ▲

the modules are closed. Listed below is the order in which you should close themodules or the year.

Inventory1

Receivables2

Payables3

Fixed Assets4

General Ledger5

Payroll Close6

For those using Microsot Dynamics GP Payroll or Canadian Payroll, the year-end closing MUST be run PRIOR to rst pay run or 2010!

It remains extremely important that you complete all 2009 pay runs prior torunning the Payroll year-end procedures. Please check the website or more inor-mation and details related to year-end closing or Microsot Dynamics GP Payrollor both US and Canada. For assistance or i you have any questions, contact ourtechnical support team at: [email protected] or call 701-478-1387 x2. We can also be reached on our toll ree number 888-929-1387.▲

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> Year-End, continued from page 11


Date Workshop Type Course Event Code

12.01.09 and12.02.09

Classroom Microsot Dynamics and Microsot SQL Reporting Services 140015

12.08.09 and12.09.09

Classroom Microsot Dynamics GP and Integration Manager 140017

12.15.09 Online Business Portal or Microsot Dynamics GP 10.0 140082

12.21.09 Online Microsot Dynamics GP Year-End Closing Procedures 140081

12.22.09 User Group Microsot Dynamics GP Year-End Closing Procedures 140078

1.4.10 Online Introduction to Microsot Dynamics CRM or Sales 142188

1.11.10 and 1.12.10 Classroom Microsot Dynamics and Microsot SQL Reporting Services 142377

1.13.10 and 1.14.10 Classroom Microsot Dynamics CRM 4.0 Administration 142334

1.15.10 Classroom Microsot Dynamics CRM 4.0 Workfow 142336

1.18.10 Online Introduction to Microsot Dynamics CRM or Service 142189

1.18.10 to 1.20.10 Classroom Windows SharePoint Services and Microso t Dynamics Business Portal 172376


2.8.10 to 2.10.10 Classroom Microsot Oce SharePoint Server and Integrating Microsot Dynamics CRMand MOSS

142430

2.8.10 to 2.12.10 Online Introduction to Microsot Dynamics GP 10.0 Financials 142205



2.18.10 Classroom Payroll or Microsot Dynamics GP 10.0 142338

2.22.10 to 2.24.10 Online Introduction to Microsot Dynamics GP 10.0 Distribution 142388

2.23.10 and2.24.10

Classroom FRx I Essentials 142197


3.1.10 to 3.4.10 Classroom Microso t Oce SharePoint Server and Microso t Dynamics Business Portal 142389

3.2.10 Online Introduction to Microsot Dynamics GP 10.0 - General Ledger 142390

3.2.10 Online Introduction to Microsot Dynamics GP 10.0 - Inventory 142392

3.5.10 Classroom Workfow or Microsot Dynamics GP 10.0 142393

3.9.10 Online Introduction to Microsot Dynamics GP 10.0 - Payables Management 142394

3.9.10 Online Introduction to Microsot Dynamics GP 10.0 - Purchase Order Processing 142395

3.9.10 to 3.11.10 Classroom Microsot Dynamics CRM 4.0 Customization and Workfow 142337

3.12.10 Classroom Integrating Microsot Dynamics CRM 4.0 and Microsot Oce SharePointServer

142203


3.16.10 Online Introduction to Microsot Dynamics GP 10.0 - Receivables Management 142396

3.16.10 Online Introduction to Microsot Dynamics GP 10.0 - Sales Order Processing 142397

3.16.10 and 3.17.10 Classroom FRx II Essentials 142398

3.23.10 Online Introduction to Microsot Dynamics GP 10.0 - Bank Reconciliation 142399


3.30.10 Online Introduction to Microsot Dynamics GP 10.0 - Fixed Assets 1472404

See more upcoming training events at SummitGroupSotware.com/php/training .Courses subject to change, check our website or the most up to date schedule.

Events Calendar • 2009.4To register or any o these events, go to ClickToAttend.com and enter the event code.


Welcome to the Team!Summit Group Software is happy to

announce that Larry Jack has joined our

team as our new Twin Cities area Business

Development Manager. Larry has over 10

years experience connecting the needs of

the customer with the best solution avail-

able. Larry has held numerous senior-level

positions in Minneapolis-St. Paul, MN area

businesses and community originations,

most recently working with Oracle-based

business intelligence solutions.

Larry is excited to represent Summit Group Software in Min-

nesota and believes his experience provides him with the set of skills

that is necessary to expand Summit’s world class service in the Twin

Cities area. Welcome, Larry!

Microsot Dynamics GP 11 will berolling out just around the cornerand we are dedicating a number o

resources to inorming our clients aboutthe exciting product enhancements. Check out our blog or additional sneak peeks atthe new eatures you can expect to see.One o my avorite new eatures that will be included with Microsot Dynamics GP11 is the ability to print your reports toMicrosot Word orms and also be able toemail those reports, right rom within Mi-crosot Dynamics GP.

Yes, you heard right! Microso t re-ceived a lot o eedback to have reportsavailable through another source otherthan Report Writer, and they have an-swered with new unctionality aroundMicrosot Word. With Microsot Dynam-ics GP 11, you will be able to print most o your reports as either your existing ReportWriter report, or you can print them withnew Microsot Word templates. Microso twill be shipping a number o templates outo the box, as well as the ability to createand customize your own templates and usethem to print your documents. These tem-plates will be able to be used i you’re onMicrosot Oce 2007 or newer.

The way this is going to work is rela-tively simple and will not require any ad-ditional sotware. When you choose togenerate a report to Microsot Word, it stil lgoes through Report Writer, which is the“processing engine”. However, instead o it

Joe Tews, Microsoft Dynamics Consultant, MCT

EmailingDocuments andWord Templates

for MicrosoftDynamics GP 11

being printed then in Report Writer, it will be pushed to Word as an XML ormat, andWord will then be the “design engine” or the report. With the inormation being pushed to Word, we will now have the ability to easily manipulate the design o thereport, as well as adding our own graphics and style!

Microsot Dynamics GP 11 is also introducing the ability to email documents

rom right within the product. With this eature, we can now email reports directly

to our vendors, customers, etc. Microsot Dynamics GP will util ize the power o Out-

look to send the emails, either as an attachment or embedded directly into the body

o the email. This will reduce the cost o postage and printing or an organization, as

well as simpliy getting inormation out.

Some pretty useul eatures coming in GP 11 surrounding Word orms andemailing documents. Check our website to read upcoming blog posts, in which Iwill ta lk about a ew more eatures coming!▲


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