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Microsoft Dynamics CRM 2011 Accounting for Not-for-Profit



  A quarterly publication of Summit Group Software

                                               In this issue:

                                               Dynamics CRM
                                               Accounting for
                                               Online Payment
                                                                                     From the President’s Desk
Work faster than you think…                                                                                      2011
                                                                                                                                 is certainly off to
                                                                                                                                 a fast start! As we
                                                                                                                  mentioned last quarter we added
                                                                                                                  to the Summit Group Software
                                                                                                                  team at the end of 2010 through
                                                                                                                                                       Quote and Order
                                                                                                                  an acquisition of Miller & McK-      Automation Solutions
               in Microsoft Dynamics™                                                                             enna Consulting. We had our
                                                                                                                  first user group meeting in Du-

                         with                                                                                     luth, MN in mid-December at
                                                                                                                  Spirit Mountain with nearly 50
                                                                                                                  people in attendance. It was the
                                                                                                                  perfect location for hosting our
                                                                                     event and a great way to meet many of our newest clients!
                                                                                          For our Microsoft Dynamics GP clients, I know the
                                                                                     last few months have been busy and challenging with
                                                                                     the numerous service packs and tax updates that have
                                                                                     come out. I encourage you check out our blog by visiting
                                                                            With the constant
                                                                                     release of information in December and January on these
                                                                                     topics it was one of the frequent communication mecha-
                                                                                     nisms we used. We have been working hard to increase the
                                                                                     amount of information we put on our blog. You can also
                                                                                     email to get your ques-
                                                                                     tions answered.
    Instantly, see electronic copies of invoices, PO’s, packing                         Microsoft Dynamics CRM 2011 Online released in Jan-          • Delivers 100% quote & order accuracy
                                                                                     uary and the on-premise version should be out by the time
      slips and other accounting documents while in Microsoft                        you are reading this article. Check out Josh Behl’s articles      • Simplifies sales of complex products
      Dynamics.                                                                      all year long on the exciting new features of this product. If
                                                                                     you haven’t taken the time to check it out I encourage you        • Portal/Web interface option
    Experience security, efficiency and control of accounting                      to read about our offer on page 4.
                                                                                          In an effort to continue to increase the training oppor-
      documents.                                                                     tunities available to Summit Group Software customers,
                                                                                     we are thrilled to announce the release of our first Remote
    Affordable, robust document management with                                    Classroom training opportunities coming up this quarter.

      seamlessly quick, simple and accurate document filing.
                                                                                     Remote Classroom training is a full training experience           Experlogix Product Configurators
                                                                                     with hands on exercises, training manuals, and a full in-
                                                                                     structor led format – available completely online. I encour-
    Improve approval processes with automated workflow.                            age you to check out the Training Schedule and get regis-              Microsoft Dynamics™
      Send emails, reminders, approval links and failure                             tered for these classes today.
                                                                                          Finally, I want to invite everyone to Convergence 2011
      options for each document type.                                                in Atlanta, GA April 10-13, 2011. It’s not too late to regis-
                                                                                     ter and it remains one of the best learning experiences out
                                                                                     there for Microsoft Dynamics customers. We’ll be hosting
                                                                                     our 7th annual Customer Appreciation Event at Agatha’s
                                                                                     Dinner Theatre on April 11th.
               For More Information Contact                                               We are looking forward to an exciting 2011… Thanks
                                                                                     for your ongoing business!                                          For more information, please contact

                         Indianapolis, Indiana• 888-446-8228 •

                                                                                                                                                                   888.929.1387 ::   3
                                                                    It’s Time.
                                                                    The time is right to check
                                                                    out Microsoft Dynamics
                                                                    CRM 2011

                                                                                                                                              Broaden the
                                              By Eric Gjerdevig
                                                                                                                                              Automation Horizon
                                               f you are a regular reader of The Summit, Microsoft Dynamics CRM is not a new topic.

                Free 30-day
                                               It is one of the fastest growing applications throughout the entire Microsoft product
                                               family and with the just released Microsoft Dynamics CRM 2011 version it is set to             Microsoft Dynamics CRM 2011 Dialogs
                                              achieve even greater adoption throughout the world. Many organizations have not
               trial offer and                taken the time to check it out and our mission in 2011 is to change that.
                                                    The value proposition of Microsoft Dynamics CRM Online 2011 continues to grow

               four-hours of                  quickly. With the expanded functionality and current promotional launch pricing of              Josh Behl, Microsoft Dynamics CRM Consultant, MCT           ntil now, automating business processes and data entry into
                                              $34 per user per month, it is a great value. If you are a nonprofit, the price drops to $9.99                                                               Microsoft Dynamics CRM has been a task relegated to work-
               free training                  per user per month! Each edition of The Summit this year will highlight some of the                                                                         flows, client side scripting, or even unsupported development.
                                              great new features of Microsoft Dynamics CRM 2011 along with add-on products that                                                                   Organizations that wanted to have users interact directly with that
                                              further enhance the product to meet specific needs.                                                                                                 automation in a wizard-like experience found this was either an ex-
                                                    For those wondering what all the hype is about, not sure what value a CRM system                                                              pensive endeavor, too scary to envision, or plain old wishful think-
                                              could provide, or using a different solution today that is outdated, costing too much                                                               ing. For those organizations hoping for this functionality, it is time
                                              money to maintain, or not flexible enough to meet the organization’s needs - it’s time                                                              to get introduced to one of the more interesting new features of Mi-
                                              to take a look! Microsoft Dynamics CRM 2011 is a great out-of-the-box CRM system                                                                    crosoft Dynamics CRM 2011…Dialogs.
                                              with an extremely flexible development platform to meet unique business needs. With                                                                 Workflows, Dialogs, and Processes
                                              integration tools such as Scribe, Microsoft Dynamics CRM can be connected to other
                                              existing systems to further enhance the value.                                                                                                           Before delving too deeply into Dialogs, a point of reference
                                                    Throughout 2011, Summit Group Software is offering any prospective Microsoft                                                                  should be established. In previous versions of Microsoft Dynamics
                                              Dynamics CRM customer a FREE, four-hour introductory training session. We will                                                                      CRM, organizations have been able to utilize Workflows to accom-
                                              get you signed up for a FREE 30 day trial, provide you and your staff with four hours                                                               plish many of the supported automations. While workflows are still
                                              of education on the basics, and get your questions answered! This one-on-one training                                                               very much part of the customization picture, they are now bucketed
                                              will put you in a great position to evaluate what this exciting product can do for you.                                                             under a larger concept called Processes. Processes are automations
                                              Contact us today to set up a time! ▲                                                                                                                                              > Automation Horizon, continued on page 10

4   the Summit 2011.1 :: a publication of Summit Group Software                                                                                                                                                             888.929.1387 ::          5
                                                                                                                                             Budgeting And Grant Management                                      been committed for related expenses.
                                                                                                                                                  Budgeting for not-for-profits can be very complex and most          Microsoft Dynamics GP provides both Encumbrance and
                                                                                                                                             have to prepare multiple versions. There are budgets for each       Commitment Management. Encumbrance Management helps
                                                                                                                                             fund, budgets that do not sync with the fiscal year, budgets for    with maintaining a budget by providing checks and balances.
                                                                                                                                             each department, etc. There are also guidelines that must be        Encumbrance Management overall enhances the budgeting ex-
                                                                                                                                             followed and tracking of actual budget is extremely important.      perience, helping organizations better manage when unexpect-
                                                                                                                                                  Microsoft Dynamics GP can provide support in all of these      ed expenditures arise as well.
                                                                                                                                             areas using different modules. There is the main budgeting tool
                                                                                                                                             which allows organizations to have as many budgets as needed                     “With the ability to stay in
                                                                                                                                             for any given year. These budgets can then be used to provide
                                                                                                                                             budget vs. actual financials. Within these budgets organizations              compliance, companies can help
                                                                                                                                             can set them to have a different period length than just matching
                                                                                                                                             the fiscal year. In addition, organizations can historically keep            increase changes of future grants.”
                                                                                                                                             track of changes to amounts within the budget.
                                                                                                                                                  A Grant Management module is also provided with Micro-              PO Commitments is another way of helping with budget-
                                                                                                                                             soft Dynamics GP. With Grant Management, users can stream-          ing. As users create purchase orders, some of those purchase
                                                                                                                                             line transaction processing and help ensure compliance with         orders have un-received amounts on them. PO Commitments
                                                                                                                                             the rules, regulations, and reporting requirements that go along    provides the capability to validate these un-received amounts
                                                                                                                                             with receiving grants. With the ability to stay in compliance,      against budgets and also financial statements so organizations
                                                                                                                                             companies can help increase changes of future grants.               can include these amounts as expenditures, even though they
                                                                                                                                                                                                                 are not spent.
                                                                                                                                             Encumbrance Management/PO Commitments                                    Microsoft Dynamics GP has been developed to be extreme-
                                                                                                                                                  Requisitions are an important part of any company. Em-         ly competitive and compatible in the not-for-profit industry with
                                                                                                                                             ployees submit requests to supervisors to spend funds accord-       these modules. To learn more about how Microsoft Dynamics
                                                                                                                                             ingly. Issues arise when supervisors do not know exactly how        GP could help your organization, contact your account manager

    Accounting for
                                                                                                                                             much of the budget has been spent or how much has already           today. ▲

    Not-for-Profit                                                                                                                                                                                                                      

      By Joel Rodencal,                                    When people first hear the phrase fund accounting; schools, churches, govern-                                                                                          
      IT Consultant, Project Manager                       mental agencies, municipalities and the other thousands of not-for-profit orga-
                                                           nizations out there come to mind. Thoughts may then move to the complexity                                                                                             
                                                 of the record keeping that takes place in these organizations, especially when it comes                                                                                          
                                                 to the financial data. When facing a mandate to comply with government accounting                                                                                                
                                                 and reporting standards, where do administrators turn for real-world solutions to com-
                                                 plex operational challenges? The answer is simple, Microsoft Dynamics GP. Microsoft                                                                                              
                                                 Dynamics GP will allow you to spend less time on funding and accounting processes,                                                                                               
                                                 and more on delivering services. This article will briefly describe how Microsoft Dy-                                                                                            
                                                 namics GP helps agencies and organizations adhere better to regulations and controls,                                                                                            
                                                 proactively manage grants and budgets, and streamline accounting processes.                                                                                                      
                                                 Fund Management
                                                      Fund Management can be one of the hardest parts of not-for-profit accounting.                                                                                               
                                                 Without an accounting system that can automatically make balanced journal entries
                                                 between the funds, one can find themselves spending more time balancing the indi-
                                                 vidual funds than actually spending time analyzing the funds.                                                                                                                    
                                                      For this exact reason Microsoft Dynamics GP offers Interfund Accounting func-
                                                 tionality. Interfund Accounting along with the InterCompany modules helps ensure
                                                 that the daily transfers between the funds helps them stay in balance by automatically                                                                                           
                                                 creating the necessary entries between the funds.                                                                                                                                

6   the Summit 2011.1 :: a publication of Summit Group Software                                                                                                                                                                       888.929.1387 ::        7
                                                                                                                                         forcing upper case for example, along with translating data as       For example, a change made to a customer or item record in
                                                                                                                                         it goes. In contrast, Scribe Insight is definitely more developer    Microsoft Dynamics GP can trigger the same update to be made
                                                                                                                                         oriented, though it does still provide a point-and-click interface   to the corresponding customer or product record in Microsoft
                                                                  By Tyler Sand, Microsoft Dynamics CRM Consultant,                      and use Excel-like functions rather than requiring complex code      Dynamics CRM or a website. Integration Manager does allow
                                                                  Developer, MCT; and Shawn Stewart, Microsoft Dynamics                  for most data translations. In addition, Scribe must be managed      jobs to be scheduled to run at a set frequency; however, it does
                                                                  Consultant, Project Manager                                            from the server rather than from the client of an end user.          not provide the same real-time capabilities as Scribe Insight.
                                                                                                                                                                                                              Event Logging
                                                                                                                                                     “One of the major advantages of
                                                                                                                                                                                                                   Both Scribe Insight and Integration Manager provide de-
                                                                                                                                                 Scribe Insight is the nearly limitless                       tailed logging which allows users to see results of the integra-

                                                                         here are many important considerations to make when                                                                                  tion and specifically which records and documents succeeded or
                                                                         deciding how to integrate an organization’s data. With                      data connections it supports.”                           failed. Integration Manager can store this information directly
                                                                         many different options available, one must consider the                                                                              in the application or write it to a text file in a specified location.
                                                                  value and cost of a solution in order to find the correct and right-        With Integration Manager, more complex data extraction,         Scribe stores the information in its internal database which can
                                                                  sized toolset for the job. While custom development and vendor         transformation, and validation can be performed by utilizing         then be viewed in the Scribe Console or queried in SQL.
                                                                  solutions are options, they can be costly and difficult to main-       VBScript within the tool. For example, scripting can be added
                                                                  tain. There are several great toolsets available which simplify        prior to Integration Manager reading the source file or imme-                “Integration Manager…the tool has
                                                                  integration design and make integrations more maintainable,            diately after to perform data validation or data transformation
                                                                  flexible, and scalable. This article is going to compare and con-      process. Another example for VBScript is to mark the source                  a very easy to use interface that does
                                                                  trast two of those options – Scribe Insight and Integration Man-       records as integrated after the document is integrated or after
                                                                  ager from Microsoft.                                                   the entire integration is complete. VBScript can also be used                not require a specialized knowledge
                                                                       Scribe Insight is an integration product developed by             to prompt the end user for data input, such as transaction date,
                                                                  Scribe Software. One of the major advantages of Scribe Insight         batch ID, or vendor ID, and then validate that input against Mi-                    of database programming.”
                                                                  is the nearly limitless data connections it supports. The appli-       crosoft Dynamics GP.
                                                                  cation provides data adapters for Microsoft SQL, text files, Mi-                                                                                 While there are many similarities between the two prod-
                                                                                                                                         Real Time Capabilities                                               ucts, there are even more differences. As experts in both prod-
                                                                  crosoft Dynamics CRM, Microsoft Dynamics GP, web services,
                                                                  Exchange, and many other applications. In fact, any ODBC com-               One advantage of Scribe Insight compared to Integration         ucts, we can help you to select the correct integration product
                                                                  pliant application can be integrated with Scribe.                      Manager is its near real-time integration capabilities. Using a      to meet the needs of your specific project. Contact your account
                                                                                                                                         variety of publishing mechanisms, the application is able to push    manager today if you want to learn more about these two great
                                                                                                                                         changes from one system to another when changes are detected.        integration options. ▲

    Integration Options
    Scribe Insight and Integration Manager                                                                                                 Replicate. Migrate. Integrate.                                          
                                                                       Integration Manager is a Microsoft product that allows              Integrate                                    Migrate                                      Replicate
                                                                  data to be integrated from various external sources – such as
                                                                  text files, Microsoft Excel files, ODBC compliant sources for in-          Get CRM working seamlessly                   Easy, painless onboarding to                 Advanced reporting and
                                                                  stance Microsoft Access, and Microsoft SQL tables – into Micro-            with ERP                                     your new Dynamics CRM 2011                   Business Intelligence
                                                                  soft Dynamics GP. It has built in capabilities to allow data to be                                                      or Dynamics GP
                                                                  extracted, transformed, validated, and then transferred into Mi-           Bring CRM together with all of                                                            Full data backup of
                                                                  crosoft Dynamics GP while maintaining proper business logic                your applications on-premise                                                              Dynamics CRM 2011
                                                                  of the system. Whereas Scribe Insight integrates data into many            or online
                                                                  different systems, Integration Manager is typically only used to
                                                                  integrate data into Microsoft Dynamics GP.
                                                                                                                                           Flexible configuration to accommodate your unique business requirements.
                                                                       There are several key advantages to utilizing Integration           Repeatable solutions that significantly reduce or eliminate the need for custom code.
                                                                  Manager. The tool has a very easy to use interface that does
                                                                  not require a specialized knowledge of database programming.             Adapters and pre-built templates quickly allow integration with any business application to CRM 2011.
                                                                  The simple to use mappings from source file to destination can
                                                                  be handled by most typical end users of the Microsoft Dynam-
                                                                  ics GP system and can accomplish most data transfers. Simple
                                                                  changes in the mappings allow for case conversions, such as

8   the Summit 2011.1 :: a publication of Summit Group Software                                                                                                                                                                      888.929.1387 ::           9
     > Automation Horizon, continued from page 5
     within Microsoft Dynamics CRM 2011 which enable customers             • An organization hires hourly employees to qualify
     to automate their business processes or data entry. Workflows           leads based upon a pre-defined list of questions. This
     (as they previously were) are initiated through manually choos-         position is a high turnover position so they need an
     ing to run the process, creating, deleting, updating, assigning,        interface which is easy to learn and ensures that the
     or changing the status of a record. Once the workflow has been          right questions are asked. Based upon these questions
     initiated, the user typically only needs to push it along other         and their respective answers, the leads are assigned to
     than updating the record, completing a task, or something such          particular sales people or disqualified automatically.
     as that. Dialogs, conversely, automate the same kind of func-         • When customers call in with issue, a support team
     tionality but require the user to interact directly with the auto-      needs a standard way to evaluate the issue, determine
     mation through the use of a wizard-like interface.                      the severity of the issue, and decide who is best able
                                                                             to answer the question or resolve the problem. Once
          …interact directly with the automation                             the user has gathered a pre-defined set of information,
                                                                             the case is assigned to the correct person.
         through the use of a wizard-like interface                        • An organization has a series of questions to ask
                                                                             attendees of an event the company has sponsored.
         …an interface which is easy to learn and                            This survey consists of a variety of questions
                                                                             that may be different based upon the customer’s
         ensures that the right questions are asked                          information. Likewise, the customer needs to be
                                                                             able to come back to those answers at a later date
     Here are a few possible scenarios:                                      and utilize them to help drive marketing efforts.
      • An organization would like to quickly identify potential               These are a few scenarios where Dialogs can help a great
        referrals for leads. The referrals should be Accounts             deal. Is your organization evaluating an upgrade to Microsoft
        in Microsoft Dynamics CRM who have agreed to be                   Dynamics CRM 2011 or considering a new purchase of Microsoft
        referrals, like in the same state or province of the lead, and    Dynamics CRM 2011? Make sure to ask about this functionality

                                                                                                                                             Business Portal 5.1:
        have purchased the product that the lead is considering to        to support your customer relationship management strategies!
        purchase from them. Once the user has walked through              Contact your account manager for more information or to discuss
        the wizard, an appointment is set up between the lead, the        Microsoft Dynamics CRM 2011. Additionally, be sure to check
        referring account, and the salesperson who owns the lead.         out our blog at for more ar-

                                                                                                                                             At Last! T
                                                                          ticles and video demonstration of how to create a Dialog. ▲

                                                                                                                                                                                            he highly anticipated (for some of us) re-release of Business Portal
                                                                                                                                                                                            5.1 has finally arrived! What does this mean to Microsoft Dynam-
            Managing sales tax                                             Now you can relax.                                                                                               ics GP customers? A number of new features and new compat-
                                                                                                                                                                                     ibility are introduced with Business Portal 5.1 for Microsoft Dynamics
            doesn’t have to be taxing.                                     AvaTax for Micosoft Dynamics is here.
                                                                                        TM                                    TM

                                                                                                                                                                                     GP 2010.
                                                                           We provide the fastest, easiest, most accurate and
                                                                           a ordable way to manage your sales tax process.                   By Joe Tews,                            Infrastructure Compatibility
                                                                           Seamlessly integrated with Dynamics™ you can                      Microsoft Dynamics GP Consultant, MCT
                                                                                                                                                                                          The main feature with Business Portal 5.1 is compatibility with 64-
                                                                           quickly perform:
                                                                                                                                                                                     bit servers and Microsoft SharePoint 2010. Previous versions of Business
                                                                           • Address validation                                                                                      Portal lacked the compatibility with 64-bit environments. When Share-
                                                                           • Rate & boundary determination                                                                           Point 2010 was released, it was released in 64-bit only installs, which
                                                                                                                                                                                     means in order to make it compatible with the new release of Share-
                                                                           • Taxability rule application
                                                                                                                                                                                     Point, Microsoft has added 64-bit compatibility to Business Portal.
                                                                           • Instant, accurate calculation
                                                                           • Exemption certificate management                                                                         External Lists
                                                                           • Robust reporting                                                                                              Another added feature to Business Portal 5.1 is the addition of Ex-
                                                                           • Timely return filing                                                                                     ternal Lists. SharePoint 2010 comes with the ability to have external
                                                                                                                                                                                     lists comprised of data from external data sources such as the Microsoft
                                                                           • Automated remittance
                                                                                                                                                                                     Dynamics GP application. The Business Portal team took advantage of
                                                                                                                                                                                     this new feature in SharePoint to create a number of out-of-the-box lists
                                                                           Call us today at 1-877-780-4848 to learn more!                                                            for Microsoft Dynamics GP that come with Business Portal 5.1. These
                                                                                                                                                                                     lists allow users to view information straight out of Microsoft Dynamics
                                                                                                                                                                                     GP with a familiar SharePoint interface.
                                   Making sales tax less taxing.
                                                                           2010 MICROSOFT®
                                                                           PARTNER OF THE YEAR
                                                                           Winner                       PRESIDENT’S CLUB
                                                                                                            for Microsoft Dynamics
                                                                                                                                                                                         The old Key Performance Indicators (KPIs) in Business Portal 4.0
                                                                                                                                                                                                                         > Business Portal 5.1, continued on page 15

10   the Summit 2011.1 :: a publication of Summit Group Software                                                                                                                                                   888.929.1387 ::             11
     Featured ISV
                                                                                                                                               it is critical to equip your company with the best technology.        others in the construction industry.
                                                                                                                                                     The role of technology is to make significant contributions
                                                                                                                                               to the bottom line. Today’s market creates an environment             Evaluating the Options and Making the Commitment
                                                                                                                                               where companies are struggling and as a result many are afraid             If the company’s needs analysis results in a decision to
                                                                                                                                               to make any investment that could be deemed too risky. How-           evaluate the possibilities, narrow the options, and potentially
                                                                                                                                               ever, sitting back and becoming complacent is not an option.          make a commit to make a change, it is important to evaluate
                                                                                                                                               Companies need to seize the moment and position themselves            the options with consistency and rigor. Begin to define set of
                                                                                                                                               to emerge ahead of the competition in the long run.                   critical questions to ask each vendor. Assemble information
                                                                                                                                                                                                                     on selection best practices for construction companies specifi-
                                                                                                                                                   21% will be faced with updating outdated                          cally. Secure the internal support needed to ensure this project
                                                                                                                                                                                                                     is completed successfully. Compose a selection team of people
                                                                                                                                                         or inefficient software/hardware                            who can help drive the best solution across the whole company
                                                                                                                                                                                                                     – and be careful not to delegate to someone who many not have
                                                                                                                                                           within the next 3-to-6 months                             a vested interest in the business value of the solution.

                                                                                                                                                                                                                     Avoiding the Common Pitfalls
                                                                                                                                                    The first step for organizations is to determine if a change          Finally, when a company gets to the point of implementing
                                                                                                                                               is needed. Are they getting the most from employees, subs,            a solution - it feels like the home stretch, but it can be the trig-
                                                                                                                                               equipment and assets, materials and other definable costs? Do         ger for success or failure of the entire project. Making sure the
                                                                                                                                               you they have the reporting needed while the action is happen-        company balances the way business has been done historically
                                                                                                                                               ing or do they hear about project profitability after the project     with ways the solution might be able to optimize efficiencies is
                                                                                                                                               is completed? Is someone keying information into more than            key. Question what is most important for the organization.

                                                                                                                                               one system – or transferring it from paper to computer? Has                Just like many construction projects – change orders and
                                                                                                                                               the business changed since the last purchase of an operational        scope creep can impact deadlines positively or negatively, create
                                                                                                                                               management solution? Did the solution change with the orga-           clarity or confusion, and ultimately make the end result look dif-
                                                                                                                                               nization?                                                             ferent than what was originally designed. How much latitude

                                                                                                                                                    There are several key indicators that may trigger compa-         should be allowed during each phase?
                                                                                                                                               nies to take the first step in software selection which is simply a        Acceptance to change varies from person to person. Within
                                                                                                                                               needs analysis. It’s probable that those indicators are familiar to
                                                                                                                                                                                                                                                 > Market Perspective, continued on page 15

     The necessary steps to
     Construction Software Selection
                                                                                                                                                     Need to Increase Operational Efficiency?
     by Holly Holt - Wennsoft                             ver the past 12-18 months, the construction industry has undergone a transfor-
                                                          mation. Changing market dynamics are forcing contractors to resize staffs, real-
                                                          locate resources, and modify overall market strategies. Combine the fact there
                                                  are fewer jobs to bid with a higher pool of competition for jobs that are available, this               • Cost Management               • Mobile Solutions
                                                  leaves unfavorable circumstances. Forced to bid and build at tighter margins despite a
     More than 50% of contractors                 reduction in resources and personnel, it can be argued that contractors have become as                  • Project Management            • Customer Portals
                                                  reliant as ever on the role technology plays on the day-to-day operations of the company.
       plan to spend greater than                      According to the 2010 IT Playbook, published by Constructech magazine, more                        • Business Insights             • Equipment Management/Rental
       $30,000 on new technology
                                                  than 50% of contractors plan to spend greater than $30,000 on new technology in the                     • Service/Work Order Management
                                                  year ahead. Of those investing, approximately 20% plan to invest in new technology
                                                  initiatives, 29% plan to invest dollars into maintaining current initiatives, and 41% plan
             in the year ahead                    to allocate their IT spend to a blend of both new technology and maintaining current
                                                       Research from Constructech also reveals 21% will be faced with updating outdated
                                                  or inefficient software/hardware within the next 3-to-6 months, with another 23% fac-
                                                  ing this reality in the next 7-to-12 months. This indicates that for many contractors,
                                                  this renewed look at current technology initiatives has revealed a harsh reality that the              Find out what WennSoft can do for you!                                                   
                                                  software systems they have had in place are not as efficient as the systems can be.
                                                                                                                                                          Contact Oxana Belikh at 262.317.3727                                                  One version of the truth.
                                                       Regardless of market conditions, organizations must always be looking for ways to                                                                                                        Operations. Financials. CRM.
                                                  improve and grow. The bar to deliver on-time, on-budget projects – cost-effectively –
                                                  as well as manage equipment and execute work orders continues to go up. As a result,

12   the Summit 2011.1 :: a publication of Summit Group Software                                                                                                                                                                           888.929.1387 ::            13
                                                                                                                                               user will be doing modifications, the Microsoft Dynamics GP Add-in only needs to              > Business Portal 5.1, continued from page 11
                                                                                                                                               be installed on that user’s workstation. Plus, when doing modifications, users do             are also gone. In their place, Microsoft
                                                                                                                                               not need to be concerned about corrupting a reports dictionary as modified Word               Dynamics GP 2010 has added a number
                                                                                                                                               Reports can be uploaded at any time.                                                          of out-of-the-box SQL Server Reporting
                                                                                                                                                    Modifications can be made to either a Standard Template or an existing modi-             Services KPIs and metrics. These KPIs
                                                                                                                                               fied document previously modified in Report Writer. If users want to use Word                 are much easier to read than the old Busi-
                                                                                                                                               Reports with an existing modified Report Writer documents, the existing docu-                 ness Portal KPIs as well as more flexible
                                                                                                                                               ment can be imported. Users can also create a blank template for a document and               with the ability to do drill-down report-
                                                                                                                                               build it from scratch as needed.                                                              ing right from Business Portal. Another
                                                                                                                                               3. Multiple Templates/Documents                                                               great feature of this is these same KPIs
                                                                                                                                                                                                                                             can replace the Microsoft Dynamics GP
                                                                                                                                                   Microsoft Word Reports allows users to create multiple templates for each                 metrics within Microsoft Dynamics GP
                                                                                                                                               Word Report. In previous versions of Microsoft Dynamics GP, not all documents                 2010 giving users consistent KPIs in all
                                                                                                                                               were able to have multiple formats.                                                           environments.
                                                                                                                                               4. Assign Defaults
                                                                                                                                                                                                                                                  A number of great new features have
                                                                                                                                                    Users can assign a specific Word Report as the default to each company. When             rolled out with Business Portal 5.1. Now
                                                                                                                                               utilizing Word Reports for that company, users will not have to select a certain              is the time to consider Business Portal for
                                                                                                                                               report – it will automatically print. Word Reports can be assigned to individual              your organization. For more information
                                                                                                                                               customers and vendors. When a specific Word Report is assigned to a customer or               on the features available or to discuss
                                                                                                                                               vendor, that report/document will always be printed for that customer or vendor.              next steps in moving to Business Portal,

                                                  Top 5 Reasons
                                                                                                                                               There is no need for the user to remember which format to print for customers and             contact your account manager. ▲
                                                                                                                                               vendors as the correct report automatically prints when assigned.
                                                                                                                                               5. E-mail Word Documents

                                                  to use Microsoft
                                                                                                                                                     Users can easily e-mail select Microsoft Word documents to customers and                > Market Perspective, continued from page 13
                                                                                                                                               vendors using the new e-mail feature in Microsoft Dynamics GP 2010.
                                                                                                                                                     These are just the Top 5 reasons to use Word Reports. There are a lot of ben-           the construct of a software implementa-
                                                                                                                                               efits to these reports for Microsoft Dynamics GP. To learn more about Word Re-                tion there is a fine balance between mak-

                                                  Word Reports
                                                                                                                                               ports or get started today, contact your account manager. ▲                                   ing a change, and trying to do too much
                                                                                                                                                                                                                                             too fast. Working with a strong consult-
                                                                                                                                                                                                                                             ing partner helps ensure not only techni-
                                                                                                                                                                                                                                             cal success, but also company adoption.
                                                                                                                                                                                                                                                  The best way to blow up a project is
                                                                                                                                                                                                                                             lack of alignment and resource. Securing

     By Janelle Montplaisir, Microsoft                 very company needs professional looking, external facing documents. Depend-                                                                                                           company commitment from the leader-
     Dynamics GP Consultant, MCT                       ing upon the organization, some of these documents may require a modification.                                                                                                        ship team and from those working side
                                                       Modifications can range from adding a company logo to re-arranging the layout                                                                                                         by side to make get the new system into
                                                  to adding additional fields. In prior versions of Microsoft Dynamics GP, Report Writer                                                                                                     place is critical.
                                                  was the only option for users printing and modifying documents and reports. Micro-                                                                                                              WennSoft has a series of white papers
                                                  soft Dynamics GP 2010 now interfaces with Microsoft Office Word for select docu-                                                                                                           addressing ‘The Necessary Steps to Soft-
                                                  ments and reports. When utilizing the Microsoft Office Word feature, modifying these                                                                                                       ware Selection’. To receive these white
                                                  documents has become easier and given users more options and flexibility. Even if                                                                                                          papers, visit
                                                  the organization does not need a modification, the standard Microsoft Office Words                                                                                                         The tips and tactics outlined in these criti-
                                                  Reports can still be used. Although there are many benefits to utilizing the Microsoft                                                                                                     cal guides are market proven and can be
                                                  Office Word Report feature, listed below are the top five reasons to start using it today.                                                                                                 applied to contractors of any size and in
                                                  1. Ease of Use                                                                                                                                                                             any market. At a minimum, they may
                                                                                                                                                                                                                                             provide insights on how to optimize the
                                                       Microsoft Office Word reports are very easy to use and utilize the same printing                                                                                                      current solution, and ideally, they may
                                                  processes users are familiar with in Microsoft Dynamics GP. By default, this func-                                                                                                         help guide your organization to the level
                                                  tionality is enabled when Microsoft Dynamics GP 2010 is installed. If modifications                                                                                                        operational efficiency that may have been
                                                  are needed for these documents, they are done in Microsoft Office Word, which users                                                                                                        thought out of reach. To learn more about
                                                  are more familiar with, rather than through Report Writer. Also, when printing these                                                                                                       WennSoft, contact your account manager
                                                  documents, they are printed in Microsoft Office Word.                                                                                                                                      today. ▲
                                                  2. Modifications
                                                      Depending upon the modification needed, workstations that modify Word Re-
                                                  ports may need the Microsoft Dynamics GP Add-in for Word installed on that machine
                                                  only. Then, all modifications are done through Microsoft Office Word. If only one                                                 | | 734.928.6010

14   the Summit 2011.1 :: a publication of Summit Group Software                                                                                                                                                                            888.929.1387 ::          15
                                                                                                                                                                                                                                     Ask the Expert
              Reasons to attend
              Convergence 2011!
                      Quick…email your boss the followi
                        To the World’s G reatest
                         I would lik e to attend M
                                                       icrosoft Converg ence 20
                        Converg ence is the pre                                      11 in Atlanta, April 10-1
                                                     mier Microsoft Dynamics                                      3, 2011.
                        Here are five great rea                                    event for customers!
                                                      sons you should send me.
                                                                                                                                  By Danny Rose, Microsoft Dynamics GP Consultant
                        While at Converg ence
                                                    , I will:
                       1 Learn how we can
                                                    get the most out of our
                             learn how to use the fe
                            currently lic ense to improv
                                                         atures and functionality of
                                                                                     Microsoft Dynamics sol
                                                                                       the Microsoft Dynamics
                                                                                                                 ution. I’ll
                                                                                                                    solution we
                                                                                                                                  Report and Form                                                       out of Microsoft Dynamics GP if they become corrupt or not
                                                                                                                                                                                                        maintained. If you have ever experienced Microsoft Dynam-

                                                                                                                                  Dictionary Recreation
                                                           e operational efficiencies                                                                                                                   ics GP crashing or seen dictionary errors appear while a report
                                                                                        and increase employee pro                                                                                       tried generating, a corrupt or outdated dictionary after an up-
                       2 Network and collabora                                                                       ductivity.
                                                       te with my peers and                                                                                                                             grade was likely to be at fault. Because of this, dictionaries al-
                           Microsoft and Summit                                    the product exper ts fro                           Question: Why is it important to update or recreate all
                                                        G roup Software. I’ll be                                 m                                                                                      ways need to be updated directly after an update to Microsoft
                                                                                       able to consult with                       report and form dictionaries after completing an update to Mi-
                           the team from Summit                                                                                                                                                         Dynamics GP is complete. ▲
                                                       G roup Software and th                                                     crosoft Dynamics GP?
                           are directly responsible for                           e Microsoft personnel wh
                                                            developing and suppor ting                         o                        Answer: Dictionary files are important components of Mi-
                                                                                        our product.
                     3 Experience the lates
                          I’ll get up-to-date on th
                                                    t solution innovations, ne
                                                                                w products, and technol
                                                                                                                                  crosoft Dynamics GP that can cause several issues and errors if
                                                                                                                                  not updated. There are two main uses for dictionaries: modified       Batch Won’t Post
                                                       e latest Microsoft produc                              og ies.             reports and forms.                                                        Question: Why won’t my batch in Microsoft Dynamics
                          such as Offic e 2010, Sh                                  ts and business technologi                          Dictionary files have a very simple purpose – to store all
                                                         arePoint 2010, and SQ                                   es                                                                                     GP post?
                         how these products can                                     L Server and learn                            reports or forms modified in Microsoft Dynamics GP. Example:
                                                       enhance our Microsoft Dy                                                                                                                               Answer: There can be numerous reasons why a batch in
                                                                                     namics solution.                             Modifying a trial balance to show specific information – this
                                                                                                                                                                                                        Microsoft Dynamics GP will refuse to post: A transaction with
                     4 Get insig hts into M                                                                                       modification would be stored in the reports dictionary. Modi-
                                                  icrosoft ’s corporate dir                                                                                                                             a closed fiscal period, invalid distributions, missing transaction
                                                                               ection and understand                              fied reports and forms are stored in two separate files, gener-
                        for our Microsoft Dynam                                                            future plans                                                                                 data, etc. Some users may be quick to review each transaction in
                                                        ics solution. We’ll be abl                                                ally named Reports.dic and Forms.dic, respectively. The reports
                        advantag e of the insigh                                     e to alig n our business to                                                                                        the batch individually to try and discover the issue, but this usu-
                                                    ts I gain reg arding Micr                                      tak e best     dictionary is created when a user first launches Report Writer
                                                                                 osoft’s direction and soluti                                                                                           ally isn’t very efficient especially when you do not know what
                                                                                                              on investments.     or imports reports from a package file. The forms dictionary
                    Plus, Converg ence 2011                                                                                                                                                             the problem is that you are looking for. Microsoft Dynamics GP
                                                                                                                                  is created when a window is modified or imported. If there are
                                                     Atlanta is cost-effect                                                                                                                             has a very simple feature across all modules that will likely save
                   Atlanta offers many afford                                   ive and easy to attend.                           no modified reports or forms, the corresponding dictionary file
                                                   able hotel options, and th                                                                                                                           time and headaches when the next batch posting error pops up
                   it will tak e less time fro                                 e event starts on a Sund                           will not exist. These files can be stored on a local workstation so
                                                 m my work week .                                           ay so                                                                                       – it is called the Edit Batch List.
                                                                                                                                  only that PC can access the dictionary, or; a dictionary file can
                                                                                                                                                                                                              On all Batch Entry screens (financial, receivables, purchas-
                                                                                                                                  be stored in a shared folder on a network for multiple worksta-
                              Sounds lik e a great opport                                                                         tions to access simultaneously. Find the location of your diction-
                                                                                                                                                                                                        ing, etc.) is a little printer icon in the upper right corner of the
                                                          unity, doesn’t it? To learn                                                                                                                   window. By selecting the batch and pressing this icon, users re-
                              Convergence 2011 Atlan                                  more about                                  aries by looking at the Dynamics.set file or in the Edit Launch
                                                        ta, visit the Convergence                                                                                                                       ceive an edit list of all transactions in the batch along with any
                                                    Web site at                                 file window (Microsoft Dynamics GP > Tools > Setup > System
                                                        onverg ence/atlanta11/.                                                                                                                         errors that may prevent the batch from posting. The best part
                                                                                                                                  > Edit Launch File). Also note in this window that each product
                                                                                                                                                                                                        about it is the error messages on this report are usually very
                                                                                                                                  within Microsoft Dynamics GP has its own reports and forms
                                          Thanks and best reg ard                                                                                                                                       descriptive and helpful.
                                                                  s,                                                              dictionaries. It is common for Microsoft Dynamics GP to use
                                                                                                                                                                                                              While you may not find the information on this report to
                                          World’s Hardest Working                                                                 multiple reports and forms dictionaries.
                                                                     Em     ployee                                                                                                                      be useful enough to review for every batch you post, it should
                                                                                                                                        Dictionary files are important because not only do they
                                                                                                                                                                                                        certainly be the first thing to review the next time you receive a
                                                                                                                                  store modified reports and forms vital for daily processes but
                                                                                                                                                                                                        posting error. ▲
                                                                                                                                  they can also cause several error messages or even lock users

16   the Summit 2011.1 :: a publication of Summit Group Software                                                                                                                                                              888.929.1387 ::          17
     Featured ISV
                                                                                                                                              WorkPlace eProcurement                      project costing solution that delivers        based expense reporting, WorkPlace Ex-
                                                                                                                                                   WorkPlace eProcurement is a ro-        web-based, workflow-driven information        pense supports the electronic submission
                                                                                                                                              bust web-based e-Procurement solution       for project and resource management to        of expense reports, automatic routing,
                                                                                                                                              that allows organizations to automate       increase your employee productivity           and electronic approvals of individual
                                                                                                                                              the complete procure-to-pay cycle – from    and streamline your customer billing.         line-item expenses, all through an intui-
                                                                                                                                              product selection, requisitioning, ap-      WorkPlace Project enables operational         tive web browser-based interface.
                                                                                                                                              proval and ordering to delivery, receipt    and financial management through proj-
                                                                                                                                                                                          ect initiation, resource utilization, time    WorkPlace as a Front-End to
                                                                                                                                              and financial settlement.  The suite in-                                                  Microsoft Dynamics GP
                                                                                                                                              cludes applications for requisition, cXML   and expense processing and earned value
                                                                                                                                              PunchOut, check request, budget com-        management.                                        WorkPlace seamlessly integrates to
                                                                                                                                              pliance, RFQ, PO generation, receiving,                                                   Microsoft Dynamics GP, enabling em-
                                                                                                                                                                                          WorkPlace Time                                ployees to easily and quickly execute
                                                                                                                                              invoice matching, and vendor contract
                                                                                                                                              enforcement with approval workflow               WorkPlace Time is a powerful web-        workflow transactions such as requisi-
                                                                                                                                              throughout the entire process.              based time sheet solution that makes it       tioning, receiving, invoice matching,
                                                                                                                                                   • Eliminate error-prone                easy for billable professionals to report     project, and time and expense entry.
                                                                                                                                                     paper-based processes                their time in an efficient and timely
                                                                                                                                                                                          manner.  The faster that time is billed to    Tighter Security & Control
                                                                                                                                                   • Reduce requisition-to-order                                                             For many organizations Microsoft

      Employee Workforce
                                                                                                                                                     costs and cycle time                 clients often has a direct impact on the
                                                                                                                                                                                          collection time and can have a dramatic       Dynamics GP is the backbone of their
                                                                                                                                                   • Control maverick spending                                                          company.  To prevent misuse or mali-
                                                                                                                                                   • Manage by exception -                effect on the profitability of the entire
                                                                                                                                                                                          firm.                                         cious tampering – or just to limit the in-
                                                                                                                                                     ensure that your purchases                                                         cremental accumulation of inadvertent

      Automation with
                                                                                                                                                     adhere to your policies              WorkPlace Expense                             errors – many organizations tightly limit
                                                                                                                                                   • Ensure Sarbanes-Oxley                                                              direct access.  By performing all work-
                                                                                                                                                     compliance with a complete                WorkPlace Expense is a robust web-
                                                                                                                                                                                          based expense management solution that        flow transactions within WorkPlace, em-
                                                                                                                                                     audit trail of transactions                                                        ployees don’t need direct access to Micro-

                                                                                                                                                   • Enable procurement professionals     allows organizations to increase em-
                                                                                                                                                                                          ployee productivity and speed employee        soft Dynamics GP.  WorkPlace provides
                                                                                                                                                     to focus on strategic tasks                                                        real-time integration with Microsoft Dy-
                                                                                                                                                                                          reimbursement.  Designed to remove
                                                                                                                                              WorkPlace Project                           paperwork and streamline business pro-        namics GP via 100%-compliant transac-
                                                                                                                                                                                          cesses for time and expense and project-      tions, thus ensuring ERP data integrity.
                                                                                                                                                  WorkPlace Project is a full-featured
     By Foy Mainor, Director of Sales, Paramount Technologies                                                                                                                                                                            > Workforce Automation, continued on page 21

     What is Employee Workforce Automation?                                      Organizations using EWA realize significant cost, pro-

                                                                            ductivity and process benefits.  In addition, by managing all
            ompanies in every industry are facing ever-increasing
                                                                            operational activities and expenditures on a single, integrated
            pressures to reduce costs, improve employee productiv-
                                                                            platform, EWA solutions are positioned to deliver the real-time
            ity, and increase profits.  To effectively address such chal-
                                                                            information and functionality required for managers to proac-
     lenges, organizations must develop improved strategies both for
                                                                            tively analyze and adjust operational resources in today’s dy-
     managing and controlling corporate expenditures and resources
                                                                            namic business environment.
     and for minimizing administrative and non-value-added ac-
     tivities that consume a significant portion of every employee’s        The WorkPlace Suite from Paramount Technologies
                                                                                The Paramount WorkPlace Suite includes fully integrated,
           Employee Workforce Automation (EWA) consists of a relat-
                                                                            web-enabled Requisition, eProcurement, Project, Time and Ex-
     ed group of applications that automate and improve enterprise-
                                                                            pense Management solutions that all offer:
     wide business processes, including requisition, procurement,
                                                                             • 100% Microsoft .NET-connectivity for easy
     travel & expense management, and time sheets and other proj-
                                                                                deployment across the entire enterprise
     ect-management tasks.  A common thread of these painstaking,
     yet critical administrative tasks is that they are heavily paper-       • A simple and intuitive web browser dashboard interface
     based, time-consuming activities that often require the involve-        • Configurable business rule-driven application functionality
     ment of multiple functions across the enterprise.  EWA solutions
                                                                             • Multi-language support with available
     minimize the effort required to complete and control these tasks
                                                                               specific language sets
     by creating a self-service environment that pushes the initiation
     of multiple administrative activities to the desktops of frontline      • Multicurrency support
     employees using a user-friendly, web-based interface.  EWA so-          • Role-based security/approval
     lutions automatically route and execute employee requests in ac-
                                                                             • Online context-sensitive help
     cordance with the business rules and workflow that have been
     pre-defined by the organization.                                        • Seamless integration with existing Microsoft Dynamics GP

18   the Summit 2011.1 :: a publication of Summit Group Software                                                                                                                                                                       888.929.1387 ::          19
                                                                                                                                              Spotlight                                                       > Workforce Automation, continued from page 19

                                                                                                                                                                                                              More Workflow capabilities
                                                                                                                                                                                                                   Microsoft Dynamics GP offers a broad set of capabilities
                                                                                                                                                                                                              but any particular capability is rarely “best in class”.  Work-
                                                                                                                                                                         Jody Miller                          Place is focused entirely on delivering “best in class” Employee
                                                                                                                                                                                Jody Miller joined Summit     Workforce Automation capabilities – automating procurement,
                                                                                                                                                                           Group Software in October 2010     requisitioning, project, time and expense transactions to make
                                                                                                                                                                           through the merger with Miller     internal workflow processes more efficient, improve employee
                                                                                                                                                                           & McKenna Consulting in Du-        productivity, reduce time and errors and save money.  By per-
                                                                                                                                                                           luth, MN. Jody has over 25 years   forming workflow within WorkPlace, organizations and em-
                                                                                                                                                                           of experience in writing, train-   ployees use and benefit from a much richer feature set. By per-
                                                                                                                                                                           ing, consulting, managing, and     forming workflow transactions within WorkPlace, employees
                                                                                                                                                                           selling Microsoft Dynamics GP      work with an intuitive, easy-to-navigate interface designed for
                                                                                                                                                                           and other accounting software.     workflow, thus improving their task quality, job satisfaction and
                                                                                                                                                                           Jody’s role as an account manag-   productivity.
                                                                                                                                              er allows her to stay in frequent contact with the customers
                                                                                                                                                                                                              Web-based Access
                                                                                                                                              she has worked with for years; and, has allowed her to get
                                                                                                                                              engaged right away with numerous other Summit Group                  Busy, mobile employees need to be able to generate, ap-
                                                                                                                                              customers and make an immediate impact.                         prove and review workflow transactions consistent with how
                                                                                                                                                   She enjoys spending time with her husband and daugh-       they do business.  By performing workflow transactions within
                                                                                                                                              ters fishing and relaxing at their cabin in the summer, and     WorkPlace, employees are productive wherever they have a
                                                                                                                                              vacationing anywhere warm in the winter.  Jody stays in-        browser interface.  Additionally, web-based WorkPlace requires
                                                                                                                                              volved with her daughters Samantha (17) and Barbara (13)        no software to be resident on users’ PCs (other than the brows-

     Online Payment Services
                                                                                                                                              who are very active in school and sports. ▲                     er), minimizing disk usage.
                                                                                                                                                                                                                   To learn more about the WorkPlace Suite from Paramount
                                                                                                                                                                                                              Technologies, contact your account manager today. ▲

     Processing Credit Card Payments Made Easier

     By Paul Johnson, CPA, MBA                      f your organization is one that wants to begin accepting credit cards or streamline the
                                                    receivables process through the integration of credit card processing, keep reading
                                                    this article!
                                                        In November 2010, Microsoft released Payment Services for Microsoft Dynamics
                                                  GP. Provided as a part of Microsoft Dynamics GP 10.0 (Service Pack 5 or higher) and
                                                  Microsoft Dynamics GP 2011 (Service Pack 1 or higher), organizations can now initiate,
        “…initiate, authorize,                    authorize, and settle credit and debit card transactions from within Microsoft Dynam-
                                                  ics GP with no additional software purchase. Whether accepting payment on-premise,
         and settle credit and                    over the phone, or on-line, these services will securely transfer necessary information
                                                  to the payment processor in real-time. Currently, these services support a number of
       debit card transactions                    the common payment providers, including: First Data, Digital River, PayPal and more.
                                                  All companies current on a Business Ready Enhancement Plan have access to this func-
        from within Microsoft                     tionality.
                                                        MasterCard, Visa, American Express and Discover are all supported by Payment
             Dynamics GP”                         Services and offer customers of your organization numerous options for payment. In
                                                  organizations with multiple merchant accounts, Payment Services allows the associa-
                                                  tion of different types of credit cards with different payment processors. Multiple pay-
                                                  ment currencies are not a problem with acceptance of over 20 different international
                                                  currencies. Depending on the payment process, organizations may also be able to do
                                                  away with the credit card terminal and the associated phone lines saving additional
                                                        While Online Payment Services for Microsoft Dynamics GP is very valuable for
                                                  many businesses, if your organization’s needs go beyond those of the provided func-
                                                  tionality do not fret! Many of our customers have already found the value of integrat-
                                                  ed credit card processing through applications offered by Nodus Technologies. If you
                                                  would like more information about how you can increase efficiency through the inte-
                                                  gration of credit card processing, contact your account manager today. ▲

20   the Summit 2011.1 :: a publication of Summit Group Software                                                                                                                                                                    888.929.1387 ::       21
     Events Calendar • 2011.1
     To register for any of these events, go to and click on Training.
      Date                 Workshop Type       Location            Course                                                            Date                 Workshop Type       Location           Course
      3.15.11              Online                                  Microsoft Dynamics CRM 2011 Launch –User Group                    5.16.11 to 5.17.11   Remote Classroom                       Microsoft Dynamics and Microsoft SQL Reporting Services
      3.15.11              Online                                  Introduction to Microsoft Dynamics GP - Receivables Management    5.17.11              Online                                 Introduction to Microsoft Dynamics GP – Sales Order Processing
      3.15.11              Online                                  Introduction to Microsoft Dynamics GP - Sales Order Processing    5.17.11 to 5.18.11   Classroom           Omaha, NE          Management Reporter for Microsoft Dynamics GP 2010
      3.15.11 to 3.16.11   Classroom           Chicago, IL         FRx Essentials I                                                  5.19.11              Online                                 Microsoft Dynamics CRM 2011 – Goal Management
      3.16.11 to 3.18.11   Classroom           West Fargo, ND      SharePoint Technologies and Microsoft Dynamics® GP 2010           5.20.11              Remote Classroom                       Microsoft Dynamics CRM 2011 – Sales Management
      3.17.11 to 3.18.11   Classroom           Chicago, IL         FRx Essentials II                                                 5.20.11              Online                                 Introduction to Microsoft SQL Server Views for Microsoft
      3.22.11              Online                                  Introduction to Microsoft Dynamics CRM for Service                                                                            Dynamics
      3.22.11              Online                                  Introduction to Microsoft Dynamics GP - Bank Reconciliation       5.23.11 to 5.24.11   Remote Classroom                       Management Reporter for Microsoft Dynamics GP 2010
      3.22.11 to 3.23.11   Classroom           Duluth, MN          Management Reporter for Microsoft Dynamics GP 2010                5.23.11 to 5.24.11   Classroom           Chicago, IL        Microsoft Dynamics and Microsoft SQL Reporting Services
      3.22.11 to 3.23.11   Classroom           Chicago, IL         Management Reporter for Microsoft Dynamics GP 2010                5.24.11              Online                                 Introduction to Microsoft Dynamics GP – Bank Reconciliation
      3.25.11              Classroom           West Fargo, ND      Marketing in Microsoft Dynamics CRM 4.0                           5.24.11 to 5.25.11   Classroom           Chicago, IL        FRx Essentials I
      3.28.11 to 3.29.11   Classroom           West Fargo, ND      Management Reporter for Microsoft Dynamics GP 2010                5.24.11 to 5.25.11   Classroom           Kansas City, MO    Management Reporter for Microsoft Dynamics GP 2010
      3.29.11              Online                                  Introduction to Microsoft Dynamics GP - Fixed Assets              5.25.11 to 5.27.11   Classroom           Chicago, IL        SharePoint Technologies and Microsoft Dynamics® GP 2010
      4.4.11 to 4.8.11     Classroom           West Fargo, ND      Microsoft Dynamics GP 2010 – Financials                           5.26.11              Online                                 Microsoft Dynamics CRM 2011 – Introduction to Workflow
      4.5.11               Online                                  Microsoft Dynamics CRM 2011 Launch                                5.26.11 to 5.27.11   Classroom           Chicago, IL        FRx Essentials II
      4.5.11 to 4.6.11     Classroom           Lincoln, NE         FRx Essentials I                                                  5.27.11              Online                                 Microsoft Dynamics CRM 2011 – Introduction to Dialogs
      4.7.11 to 4.8.11     Classroom           Lincoln, NE         FRx Essentials II                                                 5.31.11              Online                                 Introduction to Microsoft Dynamics GP – Fixed Assets
      4.11.11              Online                                  Introduction to Microsoft Dynamics CRM for Sales                  5.31.11 to 6.2.11    Classroom           Chicago, IL        Microsoft Dynamics GP 2010 - Distribution
      4.12.11 to 4.13.11   Classroom           West Fargo, ND      Business Intelligence in Microsoft Dynamics GP 2010               6.2.11 to 6.3.11     Classroom           West Fargo, ND     Business Intelligence in Microsoft Dynamics GP 2010
      4.14.11 to 4.15.11   Classroom           West Fargo, ND      Microsoft Dynamics and Microsoft SQL Reporting Services           6.6.11 to 6.10.11    Classroom           West Fargo, ND     Microsoft Dynamics GP 2010 - Financials
      4.18.11 to 4.20.11   Classroom           West Fargo, ND      Microsoft Dynamics GP 2010 – Distribution                         6.7.11 to 6.9.11     Classroom           Duluth, MN         Introduction to Microsoft SQL Server and Microsoft SQL Reporting
      4.19.11 to 4.20.11   Classroom           Chicago, IL         FRx Essentials I
                                                                                                                                     6.10.11              Online                                 Introduction to Smartlist Builder for Microsoft Dynamics GP
      4.21.11              Classroom           West Fargo, ND      Payroll for Microsoft Dynamics GP
                                                                                                                                     6.13.11              Online                                 Microsoft Dynamics CRM 2011 – Online Lead Capture
      4.21.11 to 4.22.11   Classroom           Chicago, IL         FRx Essentials II
                                                                                                                                     6.20.11              Online                                 Microsoft Dynamics CRM 2011 – Introduction to Duplicate
      4.25.11              Online                                  Introduction to Microsoft Dynamics CRM for Service
                                                                                                                                                                                                 Detection and Bulk Deletion
      4.26.11              Remote Classroom                        What’s New in Microsoft Dynamics CRM 2011
                                                                                                                                     6.20.11 to 6.22.11   Classroom           West Fargo, ND     Microsoft Dynamics GP 2010 - Distribution
      4.26.11 to 4.27.11   Classroom           West Fargo, ND      Management Reporter for Microsoft Dynamics GP 2010
                                                                                                                                     6.21.11 to 6.22.11   Classroom           Chicago, IL        FRx Essentials I
      4.26.11 to 4.27.11   Classroom           Kansas City, MO     FRx Essentials I
                                                                                                                                     6.23.11              Classroom           West Fargo, ND     Payroll for Microsoft Dynamics GP
      4.26.11 to 4.29.11   Classroom           Chicago, IL         Microsoft Dynamics GP 2010 - Financials
                                                                                                                                     6.23.11 to 6.24.11   Classroom           Chicago, IL        FRx Essentials II
      4.28.11 to 4.29.11   Classroom           Kansas City, MO     FRx Essentials II
                                                                                                                                     6.24.11              Online                                 Introduction to Views for Microsoft SQL Server Reporting Services
      5.2.11 to 5.4.11     Classroom           West Fargo, ND      Configuring and Administering Microsoft SharePoint Server 2010
                                                                                                                                     6.27.11              Classroom           West Fargo, ND     Introduction to Microsoft SQL Server
      5.3.11               Online                                  Introduction to Microsoft Dynamics GP – General Ledger
                                                                                                                                     6.27.11 to 6.29.11   Remote Classroom                       Microsoft Dynamics CRM 2011 – Customization and Configuration
      5.3.11               Online                                  Introduction to Microsoft Dynamics GP – Inventory
                                                                                                                                     6.28.11 to 6.29.11   Classroom           West Fargo, ND     Microsoft Dynamics and Microsoft SQL Reporting Services
      5.6.11               Online                                  Introduction to Microsoft Dynamics GP Table Relationships
                                                                                                                                     6.30.11              Online                                 Microsoft Dynamics CRM 2011 and Microsoft SharePoint
      5.9.11               Online                                  Introduction to Microsoft Dynamics CRM for Marketing                                                                          Integration and Deployment
      5.9.11 to 5.10.11    Classroom           West Fargo, ND      FRx Essentials I
      5.10.11              Online                                  Introduction to Microsoft Dynamics GP – Payables Management      To register for any of these events, go to and click on Training.
      5.10.11              Online                                  Introduction to Microsoft Dynamics GP – Purchase Order           Courses subject to change, check the website for the most up to date schedule.
      5.10.11 to 5.11.11   Classroom           Chicago, IL         Management Reporter for Microsoft Dynamics GP 2010
      5.13.11              Remote Classroom                        Introduction to Microsoft SQL Server
      5.17.11              Online                                  Introduction to Microsoft Dynamics GP – Receivables Management

22   the Summit 2011.1 :: a publication of Summit Group Software                                                                                                                                                            888.929.1387 ::   23
Bringing together cloud versions of our most trusted
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