2010.

the
Summit
A quarterly publication of Summit Group Software

In this issue:

Fast Track
to CRM User
Adoption
SharePoint
2010 Preview
Simplify
Analytical
Requirements
 From the President’s Desk

W
elcome to the first edi-
tion of The Summit for
2010! With this edition
we mark the start of our 3rd year
of publication for The Summit.
We are excited about the addi-
tion of two featured ISV prod-
ucts for Microsoft Dynamics.
We plan to make this a regular
feature of The Summit going
forward. These products may
meet specific needs you have and help enhance the overall
value of your solution. We hope you will take the time to
read about the value they offer and sign up for the upcom-
ing webinars scheduled for each.
Convergence 2010 is just around the corner! Summit
Group looks forward to this fantastic event every spring.
This year’s event is cheduled for April 24-27, 2010 in Atlanta,
GA. We will be hosting our 6th annual customer apprecia-
tion reception. Information will be coming to our clients
Smart Technology.
CONVERGENCE 2010
planning to attend Convergence. We encourage all of our
customers to think about attending this great event. And
remember, Managed Services customers have a financial
incentive to attend!
Experienced Team.
Convergence will be a great event this year for many There’s no better time than now to invest in

April 24 – 27, 2010 | Atlanta, GA

Want $1,000 towards attending
Convergence 2010?  These plans provide benefits such as unlimited support,
reasons including the learning opportunities available on
Microsoft Dynamics GP 2010. This exciting release rep-
resents the next major release of Microsoft Dynamics GP
and has a large amount of new features and functionality.
Watch our online training calendar for a number of we-
binars and classroom training sessions to learn about this
product release.
A number of clients are starting to take full advantage
of our new Managed Services plans launched in October.
free access to all of our training classes, credits for going
technologies that can make your business more
efficient. And there’s no better team to help you
than the knowledgeable experts from Marco.
Communication technologies are changing
quickly. You’ve seen and heard about Voice over
IP–but have you had a chance to experience
true multimedia communications like instant
messaging, presence, and desktop video
conferencing and collaboration? These
applications work seamlessly with Dynamics
CRM and Great Plains.

Check out our new
to Convergence, and many other benefits. If you haven’t Ask us to show you how these technologies can
positively impact your productivity and your
already signed up, I encourage you to talk with one of our
account managers on the benefits. For many clients this
can save a considerable amount of money over the course
bottom line.

Connect with Marco - your trusted

Managed Services plans of a year.
Finally, January 2010 marked our 5-year company anni-
technology advisor.

on page 9. versary! Over those five years we have provided services to

our customers throughout North America. I know I speak
on behalf of all of our employees in saying thank you for
your continued business and we all look forward to what
the next five years will bring.
Sincerely,
voice data video print

Eric www.marconet.com 701.282.8195

888.929.1387 :: SummitGroupSoftware.com 3
 faster. And the value of getting web or-
ders into Dynamics GP automatically –
orders processed immediately at time of
purchase, making for happy customers
and speedier order fulfillment. So simply
by ‘replicating’ data into these systems
automatically, that concept of a ‘unified
whole’ gets a little closer.
Data Synchronization
Moving up the evolutionary chain
of data integration we come to data syn-
chronization – maintaining the same
Featured ISV set of customer information in multiple
systems. This really strikes at the core of
two disparate systems? Account names,
bill to and ship to addresses, and contacts
are just a few of the many, many pieces
of customer data that can and should be
automatically kept in sync across various
groups and systems within a company,
providing great value and a very efficient
consistency of data.
Process Integration
If you really want your company’s
functional groups ‘blending into a uni-
fied whole’ and operating as a well-oiled
machine, move on up to process integra-
tion – where data is shared from one sys-
then pushing over to the finance team
who processes the order and invoices
through Dynamics GP. In between,
stock fulfillment and availability checks,
credit checks, etc. as needed to move the
order along the process. This process
can be integrated as needed to allow us-
ers on either side of the aisle (Dynamics
GP or Dynamics CRM system) to work
seamlessly within their own system, not
having to jump from one application to
another – or jump from their seat to run
down the hall to accounting to confirm
an order or shipment.

companies wanting to ‘blend their data
into a functional or unified whole’. Most
Integrating Microsoft Dynamics CRM small to mid-size companies cannot af-
ford to embark on a high level strategy of
and Microsoft Dynamics GP ‘master data management’ across depart-
ments or functional groups – but can cer-
tem to the next based on each systems’
role. Probably the easiest way to demon-
strate this category of data integration
is to think about an example which out-
lines one of the most common workflow
processes in most companies – Quote
Don’t bite off more than
you can chew!
I mentioned at the beginning of this
article that CRM user adoption can be a
challenge, and the same can be said for
planning and implementing successful

– a fast track to
tainly afford to ensure that Customer A to Order. Having data that is both ‘rep- data integrations throughout an organi-
in their Dynamics GP system is the same licated’ and ‘synchronized’ where ap- zation. Successful Dynamics CRM imple-
Customer A that appears in their Dy- propriate, can then allow companies to mentations are typically the result of a

CRM User Adoption!

namics CRM system. Let’s say a sales rep
using Dynamics CRM closes a deal with
Customer A. What will happen if two
different people in two different func-
tional groups (sales and accounting) are
inputting the same customer data into
Lou Antonucci,
Scribe Software
manage that data to a specific workflow.
As one progresses through all the steps
of the sales process, ‘data’ may be owned
by or moved to or from systems – quotes
are done by sales people in Dynamics
CRM, orders placed by sales people, but
well designed, ‘phased’ approach during
implementation. This ‘success’ rule ap-
plies as well to data integration deploy-
ments. Trying to go from a scenario of
having no data integration directly to
>CRM User Adoption, continued on page 7

W
hile companies both large and
small can quickly recognize the
value of implementing a Cus-
tomer Relationship Management (CRM)
application such as Microsoft Dynamics
CRM, this is not always the case with
the end user – the salesperson or support
representative logging in everyday. User
adoption, especially when deploying
CRM for the first time, can be challeng-
ing. At the end of the day, people are used
to doing things the way they have been
doing them for years, and if CRM user
adoption is an issue for your organiza-
tion, you can promote quicker adoption
by exponentially expanding the value
placed at the hands of the user. This can
be accomplished with the ‘integration’ of
data to/from Microsoft Dynamics CRM
and Microsoft Dynamics GP.
Defining Integration
Webster’s dictionary defines ‘inte-
gration’ as ‘blending into a functional or
unified whole’ – and isn’t that what all
companies would like to do with their Data Replication
important data? If important data can
With data replication – moving data
be shared automatically across disparate
from one place to another, the web is an
functional groups in an organization,
easy place to start. Most companies today
wouldn’t that allow the company to bet-
have some type of web presence – could
ter function as a ‘unified whole’? The an-
be a web store where they sell product,
swer is a resounding yes!
or a simple website where they capture
Breaking down ‘integration’ into
leads. Did you know that most small to
three subcategories simplifies a compa-
midsize companies do not ‘automate’ the
ny’s ability to integrate important data
process of getting those orders or leads
between Microsoft Dynamics CRM and
into their CRM or ERP systems but do it
Dynamics GP even further. These cat-
manually – most times with double en-
egories are Data Replication – simply
try? Automating the ‘replication’ of that
moving data from one place to another,
critical data can save time and money that
sometimes even ‘view only’, Data Syn-
typically is lost due to the need for, and
chronization – maintaining the same set
the errors involved with, manual track-
of customer data in different systems,
and finally Process Integration – sharing
data from one system to the next based
ing and forwarding of website emails or
xml messages, and manual input of the THE LEADER IN DATA MIGRATION AND
on each systems role.
Let’s take a look at how each of these
associated data into Dynamics CRM or
Dynamics GP. So there is the time and INTEGRATION FOR MICROSOFT DYNAMICS®
cost savings, and the value to a CRM user
can expand the value of Dynamics CRM
and thus aid in user adoption. We will do
– leads automatically appear when they CRM AND MICROSOFT DYNAMICS® GP
log in at the beginning of their day, they
this by looking at a few simple company
get to their prospects quicker, close deals
processes.
sooner, and their commissions grow

4 the Summit 2010.1 :: a publication of Summit Group Software 888.929.1387 :: SummitGroupSoftware.com 5

 Ready Licensing program from both the Microsoft Dynamics
GP Standard and Professional platforms. Talk with your ac-
count manager about how you can save up to 20% off the cost of
upgrading to Business Ready Licensing. There are a number of
scenarios where this makes sense for existing customers:
• Microsoft Dynamics GP Standard Customers who have 10
users can migrate to BRL and eliminate the restriction of
only 10 users. These clients will typically find the transition
to be less expensive than the previous licensing for Microsoft
Dynamics GP Professional that would have been required –
and get great value out of their investment.
• Customers looking for additional modules and functionality
might find those included with the BRL solution set. You no
longer have to agonize about the expense of that additional
module you have been considering.
• Depending on the current modules you own, even Microsoft
Dynamics GP Standard customers can take advantage of the
Advanced Management suite.
For those who already own Business Ready Licensing for
>CRM User Adoption, continued from page 5
implementing full process integration could be quite oner-
ous. We suggest that you start with a simple data replica-
tion project, move then to a data synchronization project,
building momentum and support with each success along
the way, then move to process integration.
Fast Tracking User Adoption
So what does all of this have to do with promoting
CRM user adoption? I’ll ask it this way. Would your sales
reps be more inclined to want to use their Dynamics CRM
system if each morning when they logged in they had 5-10
‘fresh’ leads waiting for them because they were automati-
cally routed to them directly from the company website?
Would the sales team be able to close more deals faster if
they are able to monitor the credit history of each custom-
er and their ability to pay – from the comfort of their Dy-
namics CRM seat? Would the ability to see product avail-
ability real time and provide customers immediate order

Make the Move

Microsoft Dynamics GP, and for those thinking about upgrad-
ing, there is an exciting offer available with the upcoming release.
Microsoft has bundled modules together to provide additional
value – such as a Manufacturing, Distribution, Risk Manage-
ment, Integration, and Customization Suites. The exciting part
delivery dates lead to a greater customer experience?
These are just a few examples, but when a sales team
can realize this type of true ‘added value’ in their Micro-
soft Dynamics CRM system because it is ‘integrated’ with
their financial system there is one less barrier to user adop-

to Business Ready
is you now have an opportunity to purchase any module within
a given suite and with the release of Microsoft Dynamics GP
2010 – you will receive the entire Suite. Contact your account
manager today for details about this exciting opportunity to see
even more value from your investment dollars. ▲
tion!
Please join us for a webinar from Scribe on March
25, 2010. Read more about Scribe, check out a white
paper on this subject and register for the webinar at
summitgroupsoftware.com/php/scribe.php. ▲

Licensing
O
ver the last couple of years, Business Ready Licensing (BRL) for Microsoft
Bill Bebler,
Dynamics GP has been a popular topic. For some, as new Dynamics GP
Summit Group Software
customers, your Microsoft Dynamics GP solution has always been based
Account Manager
on Business Ready Licensing. For others, a transition was made and you are
already taking advantage of the enhanced functionality and module availability
BRL offers. The benefits and opportunities continue with the upcoming release
of Microsoft Dynamics GP 2010 for everyone. For those who remain on the origi-
nal Module Based Licensing model, there is also an opportunity to see the ben-
efits of Business Ready Licensing.
Let’s take a step back and explain Business Ready Licensing, specifically the
offering of two different editions:
Business Essentials - offering general capability for financial management,
inventory management, distribution, and reporting. With this you have all the
tools to access the information needed to manage the essential functions of your
organization.
Advanced Management – Add to the core features of Business Essentials
the extended capabilities for business intelligence, manufacturing, electronic
processing, and financial reporting functionality required by midsized organiza-
tions and corporations.
Additionally, customers with complex needs who select the Advanced Man-
agement edition can select from a rich set of advanced supply chain management,
field service, configuration, and development capabilities on an ala carte basis.
Existing Microsoft Dynamics GP customers can upgrade to the Business

6 the Summit 2010.1 :: a publication of Summit Group Software 888.929.1387 :: SummitGroupSoftware.com 7

 Scheduled Payments in Let’s Get Down to Business. SM

Managed Services
Microsoft Dynamics GP: Managed Services Managed Services Managed Services
Making Ongoing Receivables and Payables Essentials Advanced Premium

a Little Easier
Monthly Remote Server Monthly Remote Server Monthly Remote Server
Diagnostic and Report Diagnostic and Report Diagnostic and Report
Scheduled and performed Scheduled and performed Scheduled and performed remotely
remotely by our support team. remotely by our support team. by our support team.
Rhonda Hawley,

B
Microsoft Dynamics Consultant, MCT usinesses of all types have repeating, regular payments to make Monthly Account Monthly Account Monthly Account
or receive from their customers, equipment purchases or loan Management Meetings Management Meetings Management Meetings
payments to name a few. Scheduled Payments in Microsoft Scheduled and done monthly Scheduled and done monthly Scheduled and done monthly
Dynamics GP allows users to record repetitive payments from cus- with account manager. with account manager. with account manager.
tomers or payments to vendors over a definite period of time, with a
Monthly invoicing Monthly invoicing Monthly invoicing
certain number of prescribed payments and interest rate.
Net 30 terms. Net 30 terms. Net 30 terms.
It all starts with a “normal” invoice, though. Here’s an example
on the Receivables side. Convergence credit memo for $1,000 Convergence credit memo for $1,000 Convergence credit memo up to $2,000
You sell a piece of equipment and allow the customer to pay over Applied to services. Credit Memo Applied to services. Credit Memo $1,000 services credit memo per first two
12 months at a 5.25% interest rate. First, post a regular Invoice in given after attending Convergence. given after attending Convergence. attendees. Applied to services. Credit Memo
Receivables, and then go to the Sales>Transactions>Scheduled Pay- given after attending Convergence.
12 month consulting rate lock 12 month consulting rate lock
ments window. Here you will be able to set a number of parameters Hourly rate is locked through Hourly rate is locked through 12 month consulting rate lock
including: Schedule Document Date and Amount, Interest Type— length of contract. length of contract. Hourly rate is locked through
Compound or Simple, Number and Frequency of Payments, and length of contract.
Payment Amount. By using the CALCULATE function, the win- Microsoft Dynamics GP Microsoft Dynamics GP
dow calculates the Calculated Payment Amount for you. This is the Resource Staffing Resource Staffing Microsoft Dynamics GP Resource Staffing
amount you expect the customer to pay to you on a monthly basis. Available resource trained in day Available resource trained in day Available resource trained in day to day
to day transaction processing to day transaction processing transaction processing in Microsoft
There is even an Amortization Window to show you the breakdown
in Microsoft Dynamics GP with in Microsoft Dynamics GP with Dynamics GP with background in accounting
of how the calculation performed. processing. Available on a first come first
background in accounting processing. background in accounting processing.
When this Scheduled Payments Entry is posted, it looks as Available on a first come first serve Available on a first come first serve serve basis. Resource based in Fargo,
though the customer’s balance has been credited, but in actuality, basis. Resource based in Fargo, ND. basis. Resource based in Fargo, ND. ND. Charge of $800 per week applies.
it credits the Original Document, and now has a New Scheduled Charge of $800 per week applies. Charge of $800 per week applies.
Document Number by which to reduce the customers balance on a Unlimited Technical Support
Discount on prepaid blocks of hours Unlimited Technical Support Same day response 8AM central to 5PM central.
monthly basis when the payment is received.
(25/50/100/200 at Same day response 8AM
From here you can then create the monthly invoice transaction System Down
6%/8%/10%/12% discount) central to 5PM central.
by accessing Sales>Routines>Post Scheduled Payments. You can 24 x 7 support access.
checkmark which Invoice/Invoices you would like to generate. Since System Down
the system does not give you a printable invoice, you will want to 24 x 7 support access. Unlimited Training
rely on Statements if you wish to give the customer a monthly recap Free access to all Summit Group Software
Discount on prepaid blocks of hours scheduled classroom or online training.
of their activity. You may wish to issue a coupon books or something
(25/50/100/200 at
of that nature to remind the customer to pay if you do decide not to Upgrade Services
8%/10%/12%/15% discount)
utilize Statements. Once you post the Scheduled Payment, the Cus- Includes remote test upgrades and
tomer’s ledger will be updated. You can now receive the actual pay- necessary service pack updates.
ment from the customer and apply it to this invoice.
The same process applies on the Payables Side as well, only now Project Management
Project Management related to products
it is your Vendor you have an agreement with to make a certain num-
covered under Managed Services.
ber of payments over a certain amount of time with a set rate of in- Summit Group Software
terest. You will find it under Purchasing>Transactions>Schedule Corporate Office: Database/company setup
d Payments. You must again begin with an Invoice that you have 23 N Broadway, Suite 400 Setup of new company databases.
already posted for the total amount of what you will be amortizing. Fargo, ND 58102
If Scheduled Payments sounds like something that would save Remote User/security administration
SummitGroupSoftware.com Remote setup and administration
your team time and effort – go ahead and open your Test Company
of Microsoft Dynamics users.
and experiment with it today! Contact our team to learn more about
Scheduled Payments. ▲ Discount on prepaid blocks of hours
Pricing based on System List Price. Contact your Summit Group Software
(25/50/100/200 at 10%/12%/16%/20% discount)
account representative for details and price quotes.
8 the Summit 2010.1 :: a publication of Summit Group Software
 Customer Interview: Importing Assets into
Fixed Asset Management
The Rape and Abuse Crisis for Microsoft Dynamics GP
Center of Fargo-Moorhead
Eric Gjerdevig, Gina Hoener,
President, Summit Group Software Microsoft Dynamics Consultant, MCT

A
mation to make changes to the data for an existing asset record.

T
lmost all organizations have fixed assets that are either
he Rape and Abuse Crisis Center (RACC) of Fargo-Moorhead is a The Asset Import Utility is part of the Fixed Asset module. This
owned and/or leased. Fixed Assets include anything a
non-profit agency whose mission is to provide crisis intervention, utility will create and run a macro to import your records. The
company has purchased for its own use for which depreci-
advocacy, counseling and education to all persons affected by sexu- Integration Manager can also be used for importing asset re-
ation is recorded. Microsoft Dynamics GP Fixed Assets helps you
al and domestic violence and to provide prevention programs to create a cords. The choice is yours!
create and maintain asset records. This module provides com-
society free of personal abuse. 
plete tracking of fixed assets from the acquisition date through Here are some tips for importing records:
The Rape and Abuse Crisis Center of Fargo-Moorhead is led by Greg
retirement and can provide incredibly insightful reporting for
Diehl.  Greg has been with the center for 21 years and has served as Ex- You must complete the setup for Fixed Assets before im-
these assets.
ecutive Director since 2006.  I recently sat down with Greg to learn more porting any records. Data must exist for Account Groups, Asset
The starting point for many companies in using Fixed As-
about the center and their choice to utilize Microsoft Dynamics.     Classes and Book information. Optionally, if you are importing
sets is to import existing asset data. If you have asset data in an-
EG:  What are the most recent challenges facing the Rape and Abuse records for insurance, lease, location, physical location, struc-
other fixed assets system or a different source, such as Microsoft
Crisis Center? ture or user-defined information, setup data must exist before
Excel, you can import asset records and balance information
GD:  Probably no surprise, but funding has certainly been a chal- importing.
into Microsoft Dynamics GP. You can import new asset records,
lenge over the last year.  A number of foundations have changed their If you will be using account numbers, be sure to mark the
asset book records, insurance, lease and user-defined informa-
focus and strategy around providing funds to organizations.  Traditional
tion into Fixed Asset Management. You can also import infor- > Fixed Asset Management, continued on page 17
fund raising efforts have also been more challenging given the economic
conditions.  The funding demands are even more difficult since our ser-
vices are provided at no cost.  The reality is that we are being called upon
to expand services at a time of decreased funding.  We saw a record case
load last year and we are expanding our services to meet the demand
from a wider variety of clients. 
EG:  How have the challenges facing the Rape and Abuse Crisis Cen-
ter changed over the past decade?
GD:  The technology has certainly been a big change.  Ten years ago
there were very few computers at our office; now we have a computer
in every office.  It’s a challenge to stay up to date with technology, but
we’ve managed to do what we can.  Another big change is the move from
solely providing services after a crime was committed to providing more
community education as a form of prevention.  We believe a lot can be
accomplished by changing things on the front end.  Hopefully more and
more of our time can be spent on prevention but with increased case loads
and funding challenges it’s not easy.   
EG:  Tell us how the Rape and Abuse Crisis Center uses and benefits
from Microsoft Dynamics?
GD:  We started out running Great Plains Accounting back in the
80’s.  Today we use Microsoft Dynamics GP.  It’s a great program and
certainly meets all of our needs from general ledger, accounts payable,
inventory, and numerous other areas.  We benefit from the ease of use,
the tight integration with Microsoft Office, and the drill down capabili-
ties.  We are also looking to do more with SharePoint and Business Portal
in the future. 
EG:  The Rape and Abuse Crisis Center recently implemented Mi-
> RACC Interview, continued on page 12

10 the Summit 2010.1 :: a publication of Summit Group Software 888.929.1387 :: SummitGroupSoftware.com 11

 Meet our Team: Joseph Tews
J
oseph Tews is an Implementation Consul-
tant here at Summit Group Software.  Joe
is a Microsoft Certified Trainer (MCT), as
well as a Lead Trainer with the MCT program,
and specializes in Microsoft Dynamics GP and
Business Portal. He holds Microsoft certifica-
tions not only on Microsoft Dynamics GP, but
also is a Microsoft Certified Professional on
SharePoint and SQL Server. Since joining the
Summit Group team in 2007, he has developed
various skill sets, from upgrades and imple-
mentations to creating integrations between
Microsoft Dynamics GP and Business Portal
to other applications.  He has also worked to
implement and support Workflow for Microsoft Dynamics GP.  EG:  How can people learn more
Joe has a real passion for training and teaches Microsoft Dynamics GP Part-
ner Academy and other specialized classes for both customers and other partners.  and Abuse Crisis Center?
His specialties include the implementation and training of Microsoft Dynamics
GP, with focus on Installation and Configuration, Business Portal, and Workflow
areas.  He also specializes in Microsoft Office SharePoint Server and Windows
SharePoint Services. Joe is often the resource conducting Microsoft Dynamics GP
upgrades – so with a new release coming out in 2010, many customers may have
the chance to meet him soon if you haven’t already!
In his free time, Joe enjoys spending time with family and friends, being out-
doors, hiking, camping, and traveling. Joe frequently attends classic car shows in
the summer as well. ▲
Want Better Cost Management?
Use WennSoft Job Cost & Time Track
Visibility into areas of profit or loss Management agility to come in under budget
Single entry with system-wide impact Built on Microsoft Dynamics® GP
Find out what WennSoft can do for you!
Talk to Bill Bebler today,
701-478-1387 x22
12 the Summit 2010.1 :: a publication of Summit Group Software
> RACC Interview, continued from page 10
crosoft Dynamics CRM as a tool to track
fundraising.  How has this gone so far? 
GD:  Our staff is still in the learning
phase and is finding Microsoft Dynam-
ics CRM to be easy to use. It has proven
very flexible to meet the needs we have
around marketing and mail merge as
well as donation tracking. The tool offers
expanded reporting functionality and
that allows me, as the executive direc-
tor, the ability to track donations over a
specified period of time or by appeal. The
implementation team at Summit Group
has been tremendous to work with and
we look forward to finding even more
ways to utilize this new tool.
about the work that is done at the Rape
GD:  First, people can either visit our
website at raccfm.com or call us at 701-
293-7273.  I’d also like to mention our up-
coming Kids Are Our Business Breakfast. 
This is one of our largest events through-
out the year and my personal favorite. 
It’s being held on April 21, 2010 at 7:30
AM at the Fargo Holiday Inn.  People can
contact us for event and ticket informa-
Microsoft SharePoint Server 2010:
What’s New
tion at info@raccfm.com. ▲
and What to Expect
I
By, Joe Tews, t’s shaping up to be a busy year for Microsoft! A number of new product releases are
Microsoft Dynamics/SharePoint planned, including Microsoft Dynamics GP 2010, Microsoft Office 2010, and Microsoft
Consultant, MCT SharePoint Server 2010. Here are some of the new features to look forward to when
Microsoft SharePoint Server 2010 releases.
The first and most noticeable difference to SharePoint 2010 will be the navigation.
In Microsoft SharePoint Server 2010, Microsoft has decided to bring the new ribbon
menu from the Microsoft Office products into SharePoint. This new ribbon will help to
tie together existing Microsoft products with SharePoint, and provide a more uniform
look for end users. In addition to this new look, Microsoft has also added compatibility
with other browsers, so users can choose between Microsoft Internet Explorer and any
other internet browser to view SharePoint pages.
Another fairly significant change concerns the Business Data Catalog (BDC). The
old BDC has been upgraded to the Business Connectivity Services, or BCS. The new
®
BCS will provide a more powerful way to access data from legacy systems, Web ser-
vices, databases, and other external sources. And, not only can the new BCS bring in
People  • Process • Product Line of Business applications, but it provides both read and WRITE access to these
Integration by Design applications! Many of these Business Connectivity Services will be accessible through
www.wennsoft.com both Visual Studio 2010 and SharePoint Designer 2010.
Microsoft SharePoint Server 2010 has also increased the effectiveness of the dash-
boards by incorporating features from the late PerformancePoint Server into Share-
> What to Expect, continued on page 17
888.929.1387 :: SummitGroupSoftware.com 13
 Featured ISV
Simplify Your Microsoft Dynamics GP
Analytical Requirements:
Analytical Accounting,
AA Tools & QuickCubes
Carole D’Arcy,
Corporate Renaissance Group
A
nalytical Accounting in Microsoft Dynamics GP can
help you efficiently explore the data that is in your
business management system. It allows you to per-
form this detailed analysis without impacting the general
ledger structure or number of GL accounts.
However, getting the most out of your Analytical Ac-
counting investment can take a lot of time and resources,
which we all know is in short supply. There is an easy, time-
saving solution…AA Tools.
AA Tools is a modular solution designed to help in the
set-up and on-going administration of Analytical Account-
ing. It consists of:
• AA SegmentConverter: Convert GL account segments
values to AA transaction dimension codes.
• AA Changer: Change and merge transaction dimension
codes
• AA Backfiller: Populate (or “mass assign”) AA dimen-
sion codes for the open year as well as historical transac-
tions for select journal entries
• AA Cubes: Make analytics easier and more efficient
But what happens if Analytical Accounting is not re-
quired? The information is still in Microsoft Dynamics GP.
The need to access and analyze that information does exists;
however, developing analytical cubes required to perform
these analytics can be difficult, demanding, time consum-
ing, and expensive.
There is a solution. QuickCubes provides easy-to-use,
pre-built analysis services cubes that deliver analysis-ready
data. Data from the General Ledger, Accounts Payable, Ac-
counts Receivable, Inventory, and Sales can be explored, ex-
amined, and analyzed using Microsoft Excel. QuickCubes
gives the power of Analysis Services cubes to all editions of
Microsoft Dynamics GP, including Microsoft Dynamics GP
Standard Edition and Business Essentials.
AA Tools and QuickCubes are products from Corpo-
14 the Summit 2010.1 :: a publication of Summit Group Software
rate Renaissance Group (CRG). CRG is
a global provider of innovative products
and services that help Microsoft Dynam-
Summit Group Software
Support and Contact Information
ics customers drive financial performance
and improve operational effectiveness. 24x7 Support Support@SummitGroupSoftware.com
As a Microsoft Gold Certified Part-
ner, we help Microsoft Dynamics GP cus- Office Phone 888.929.1387
tomers improve productivity and make Number
better decisions by offering a diverse suite
of products for data automation (Chang- Office 23 N Broadway, Suite 400
er, AA Tools, Re-Formatter, Reverser, Address Fargo, ND 58102
Merger Series), financial planning and
analysis (Cost Allocator, QuickCubes,
Project Cost Cubes), and employee per-
formance management (emPerform).
CRG Changer, Certified for Microsoft
Dynamics GP, is used by thousands of
end customers around the world.
We also offer expertise in the areas
of costing, dashboards, reporting, busi-
ness intelligence, management consult-
ing, and employee performance manage-
ment. We have been delivering better
management and performance results
since 1989.
Please join us for a webinar from
Corporate Renaissance Group on
April 8, 2010. To learn more about
AA Tools, QuickCubes or CRG, and
register for this webinar, please visit
summitgroupsoftware.com/php/crg.php.
▲
888.929.1387 :: SummitGroupSoftware.com 15

Utilizing Dashboards in
Microsoft Dynamics CRM
Tyler Sand,
Microsoft Dynamics Developer/Consultant, MCT
D
uring a recent internal service process discussion, one
proposed idea was to take better advantage of our Micro-
soft Dynamics CRM data and improve our business pro-
cesses and decision making through the use of CRM dashboard-
ing. Through project scoping and planning discussions with our
team, these requirements were identified:
• Provide graphical charts and lists, including direct access to
the data
• Highly and easily customizable on a per-user basis to meet
the needs of different job roles and personal preferences
• Highly scalable with low overhead
One solution we evaluated to provide these dashboards
was the Analytics Accelerator for Microsoft Dynamics CRM
available on CodePlex. One of the several components in the
Analytics Accelerator is a set of SQL Server Reporting Services
(SSRS) reports which can be customized and implemented as
dashboards. The reports did provide a nice set of functional-
Go Green. Save Money.
Let us show you how going green delivers real savings.
www.greenshades.com
16 the Summit 2010.1 :: a publication of Summit Group Software
ity that would work great for many organizations, however did
not meet our requirements since the reports would need to be
customized on a per-user basis which would require a high over-
head and not be very scalable.
To meet all of our team’s requirements, it appeared we
would need a custom developed a solution. SharePoint was
evaluated as one possible development platform, but we wanted
a solution that could be distributed without relying on this ad-
ditional platform. Ultimately, our team was able to combine the
power of Microsoft Dynamics CRM, .NET 3.5, AJAX, web parts,
and the Microsoft Chart Controls to build a highly configurable
dashboard that provides all of the required functionality and
more! The custom dashboard solution provides drag and drop
web parts that can display graphical charts or lists as well as tabs
which allow data to be separated by Microsoft Dynamics CRM
module (sales, marketing, or service) or other grouping. The
functionality is highly and easily customizable on a per-user ba-
sis, taking advantage of CRM Advanced Find queries that most
• Greenshades Center
• Electronic Paystubs
• Electronic W-2/1099
• EmployeeDesk.com
• Garnishments for GP
• Professional PTO for GP
• Local Tax Manager
1.888.255.3815
Microsoft Dynamics CRM users are already very familiar with
using to keep the user interface as friendly and simple as pos-
sible. This solution provides our team with this business critical
data in a way that is very easy to maintain and customize per-
user.
Contact our team today to find out more about this Mi-
crosoft Dynamics CRM Dashboard solution and if it is right for
Quote and Order
your organization! ▲
Automation Solutions
> Fixed Asset Management, continued from page 11
Required Accounts option in the Fixed Assets Company Setup
window to save account numbers with the asset record.
If you import information to a field that has a Fixed Asset
Management default value, the information you import will re-
place the default information.
When entering life-to-date depreciation in book records, be
sure to include the amount in year-to-date depreciation. Year-
to-date depreciation should be entered if the depreciated-to date
represented by life-to-date depreciation is in the current fiscal
year for the book, as defined in the Book Setup window. Year-to-
date depreciation is not required if the depreciated-to-date is the
last day of the current fiscal year.
Always import your fixed asset records into a Test company
before importing in to your live company.
Depending upon your Microsoft Dynamics GP licensing,
Fixed Assets may be a module you already own! Contact us to-
day to learn more about Fixed Assets and if it is something that
your company can use. ▲ • Delivers 100% quote & order accuracy
• Simplifies sales of complex products
> What to Expect, continued from page 13
Point. SharePoint 2010 will feature new digital dashboards, • Portal/Web interface option
which have the ability to provide key performance indicators
of a company.
For those of you who have ever had to recover from a da-
tabase backup before, SharePoint 2010 has made it easier to pull
files out of a recovered content database. A new feature known
as the “Unattached Content Database Recovery” allows users Experlogix Product Configurators
of SharePoint to mount an unattached content database and for
browse through the content without having to create a recovery
farm just to pull out a single document or piece of information. Microsoft Dynamics™
Some other features included in the
new release of SharePoint include:
• Enhanced social networking, with the addition of personal
blogs, photo tagging, and activity feeds
• Ability to go offline with SharePoint content with a new fea-
ture called SharePoint Workspace; this allows users to pull a
copy of SharePoint libraries, lists, and forms offline
For more information, please contact
• Search and Enterprise Content Management have also been
upgraded
sales@experlogix.com
There are a lot of new features coming along in SharePoint
2010! Are you ready to give it a try? The beta versions are avail-
able for trial today, with full product release expected yet in the www.experlogix.com
first half of 2010. Now is the time to start planning to upgrade to
or implement Microsoft SharePoint 2010! Contact our team for
more information or to get the planning process started! ▲
888.929.1387 :: SummitGroupSoftware.com 17
 Events Calendar • 2010.1
To register for any of these events, go to ClickToAttend.com and enter the event code. Date
Workshop
Course Event Code
Type
Workshop 6.1.10 Online Introduction to Microsoft Dynamics GP- General Ledger 142444
Date Course Event Code
Type 6.1.10 Online Introduction to Microsoft Dynamics GP - Inventory 142447
3.1.10 Online Introduction to Microsoft Dynamics CRM for Sales 142193 6.3.2010 Online Introduction to Smartlist Builder for Microsoft Dynamics GP 145746
3.2.10 Online Introduction to Microsoft Dynamics GP 10.0 - General Ledger 142390 6.3.10 Online Microsoft Dynamics GP - Manufacturing Virtual Roundtable 142452
3.2.10 Online Introduction to Microsoft Dynamics GP 10.0 - Inventory 142392 6.7.10 Online Introduction to Microsoft Dynamics CRM for Sales 142453
3.5.10 Classroom Workflow for Microsoft Dynamics GP 10.0 142393 6.8.10 Online Introduction to Microsoft Dynamics GP - Payables Management 142454
3.9.10 Online Introduction to Microsoft Dynamics GP 10.0 - Payables Management 142394 6.8.10 Online Introduction to Microsoft Dynamics GP - Purchase Order Processing 142455
3.9.10 Online Introduction to Microsoft Dynamics GP 10.0 - Purchase Order Processing 142395 6.9.2010 Online What’s New in Microsoft Dynamics GP 2010 145737
3.9.10 to 3.11.10 Classroom Microsoft Dynamics CRM 4.0 Customization and Workflow 142337 6.10.10 Online Microsoft Dynamics GP - Field Service Virtual Roundtable 142457
3.12.10 Classroom Integrating Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server 142203 6.14.10 Online Introduction to Microsoft Dynamics CRM for Service 142459
3.15.10 Online Introduction to Microsoft Dynamics CRM for Service 142195 6.14.10 to 6.16.10 Classroom Windows SharePoint Services and Microsoft Dynamics Business Portal 142468
3.16.10 Online Introduction to Microsoft Dynamics GP 10.0 - Receivables Management 142396 6.15.10 Online Introduction to Microsoft Dynamics GP - Receivables Management 142460
3.16.10 Online Introduction to Microsoft Dynamics GP 10.0 - Sales Order Processing 142397 6.15.10 Online Introduction to Microsoft Dynamics GP - Sales Order Processing 142461
3.16.10 and 3.17.10 Classroom FRx II Essentials 142398 6.17.2010 Online Introduction to Views for Microsoft SQL Server Reporting Services 145741
3.22.10 to 3.23.10 Classroom Implementing Microsoft Office SharePoint Server 142389 6.21.10 to 6.23.10 Classroom Microsoft Dynamics CRM - Customization and Workflow 142463
3.24.10 to 3.25.10 Classroom Implementing Microsoft Dynamics Business Portal 145588 6.22.10 Online Introduction to Microsoft Dynamics GP - Bank Reconciliation 142465
3.23.10 Online Introduction to Microsoft Dynamics GP 10.0 - Bank Reconciliation 142399 6.23.2010 Online What’s New in Microsoft Dynamics GP 2010 145738
3.25.10 Online Featured ISV Series: Introduction to Scribe Insight 145783 6.24.10 and 6.25.10 Classroom Microsoft Dynamics and Microsoft SQL Reporting Services 2005 142467
3.25.10 Online Featured ISV Series: Introduction to Experlogix 145786 6.29.10 Online Introduction to Microsoft Dynamics GP - Fixed Assets 142469
3.29.10 and 3.30.10 Classroom Microsoft Dynamics and Microsoft SQL Reporting Services 2005 142400 See more upcoming training events at SummitGroupSoftware.com/php/training.
3.30.10 Online Introduction to Microsoft Dynamics GP 10.0 - Fixed Assets 1472404 Courses subject to change, check our website for the most up to date schedule
4.1.10 Classroom Payroll for Microsoft Dynamics GP 10.0 142405
4.5.10 Online Introduction to Microsoft Dynamics CRM for Sales 142406
4.5.10 to 4.9.10 Classroom Microsoft Dynamics GP 10.0 - Financials 142407
4.8.10 Online Featured ISV Series: Introduction to Corporate Renaissance Group (CRG) 145785
4.12.10 and 4.13.10 Classroom FRx I Essentials 142408
4.14.10 to 4.16.10 Classroom Microsoft Dynamics GP 10.0 - Distribution 142412
4.19.10 and 4.20.10 Classroom Microsoft Dynamics and Microsoft SQL Reporting Services 2005 142413
4.21.10 to 4.23.10 Classroom Microsoft Office SharePoint Server and Integrating Microsoft Dynamics CRM and MOSS 142431
4.26.10 Online Introduction to Microsoft Dynamics CRM for Service 142414
4.28.10 and 4.29.10 Classroom Microsoft Dynamics CRM 4.0 Administration 142415
5.3.10 Online Introduction to Microsoft Dynamics CRM for Sales 142416
5.3.10 to 5.5.10 Classroom Microsoft Office SharePoint Server and Microsoft Dynamics GP Workflow 142418
5.6.2010 Online Introduction to Microsoft Dynamics GP Table Relationships 145743
5.6.10 and 5.7.10 Classroom Microsoft Dynamics and Microsoft SQL Reporting Services 2005 142419
5.10.10 Online Introduction to Microsoft Dynamics CRM for Service 142420
5.11.10 and 5.12.10 Classroom FRx II Essentials 142421
5.13.10 Online Microsoft Dynamics GP - Project Accounting Virtual Roundtable 142422
5.17.10 to 5.21.10 Online Introduction to Microsoft Dynamics GP Financials 142442
5.20.2010 Online Introduction to Microsoft SQL Server Views for Microsoft Dynamics GP 145745
5.25.10 to 5.27.10 Online Introduction to Microsoft Dynamics GP Distribution 142443
5.26.2010 Online What’s New in Microsoft Dynamics GP 2010 145736

18 the Summit 2010.1 :: a publication of Summit Group Software 888.929.1387 :: SummitGroupSoftware.com 19

Kids are our business breaKfast
April 21, 2010 at 7:30 a.m.
Fargo Holiday Inn
$
65 Individual Tickets
Table Sponsorships Available
Pre-Registration Strongly Encouraged

www.raccfm.com
701.293.7273