2009.

the
Summit
A quarterly publication of Summit Group Software

In this issue:

Year End
Procedures
for Microsoft
Dynamics GP
Managed
Services Plans
Electronic
Banking
CONVERGENCE 2010
April 24 – 27, 2010 | Atlanta, GA

Want $1,000 towards attending

Convergence 2010? 
Check out our new
Managed Services plans
on page 9.
From the President’s Desk

I
t is that time of year when we
all start peering anxiously over
the horizon into 2010. The
promise of a new year and a
fresh start is always an exciting
time.
Looking back on 2009, it was
a year full of ups and downs for
many of us.  Here in Fargo, our
office and the entire Fargo-Moor-
head community saw some set-
backs in March when the Red River reached record heights.
Watching our team and community pull together was hum-
bling and I know in the end has made us all stronger!  Al-
though 2009 may not have been a year of record growth for
Summit Group, we were proud to be named by Inc. maga-
zine to the Inc. 5000 list of fastest growing companies in the
United States.  And, we’ll celebrate our five year company
birthday in January 2010!  Everyone is invited to our birthday
party 4:01 on Thursday, January 21, 2010 at our Fargo Office. 
Many of you joined us for our First Annual Customer
Summit on October 29, 2010 at the Microsoft Executive
Smart Technology.
Briefing Center.  Thank you to everyone who took the time
to join us.  With over 100 people in attendance, we received
great feedback on this event and look forward to making it
Experienced Team.
bigger and better next year.  There’s no better time than now to invest in
At our Customer Summit, we rolled out our new Man- technologies that can make your business more
efficient. And there’s no better team to help you
aged Services Plans.  These plans are designed to deliver
than the knowledgeable experts from Marco.
many of the things included in our previous Managed Ser-
vices offerings, but also include exciting new additions such Communication technologies are changing
as unlimited support and training benefits at no additional quickly. You’ve seen and heard about Voice over
charge!  We will, of course, continue to do much of our IP–but have you had a chance to experience
work on a time and materials basis, but this new product true multimedia communications like instant
offering will allow us to slowly shift away from this to a messaging, presence, and desktop video
model that has many benefits to both us and our clients.  conferencing and collaboration? These
Please read more about this on page 9. applications work seamlessly with Dynamics
CRM and Great Plains.
Are you looking to find out our holiday hours, view up-
coming training courses, or looking for support?  I want to Ask us to show you how these technologies can
remind everyone of the Summit Group Software company positively impact your productivity and your
website.  There is valuable information available on our site bottom line.
and it is worth checking out.  Our entire training schedule
is available as well as our company blog, which many of you Connect with Marco - your trusted
have given us great feedback on.  technology advisor.
Finally, I’d like to welcome Larry Jack to Summit Group
Software. Larry will be joining as a Business Development
Manager in the Minneapolis market. We look forward to
having Larry as part of our team!
As usual, thanks for your continued business and sup-
port. Happy New Year!

Sincerely, voice data video print

Eric www.marconet.com 701.282.8195

888.929.1387 :: SummitGroupSoftware.com 3
 Integrating
Microsoft SharePoint with
Microsoft Dynamics CRM
C
Joe Tews, onsider this scenario… You have a powerful Microsoft SharePoint implemen-
Microsoft Dynamics tation running in your company. You’ve been utilizing the functions of the
Consultant, MCT Business Data Catalog, Excel Services, and the robust Enterprise Searching
capabilities for some time. You also have just finished an implementation of Micro-
soft Dynamics CRM to help track and maintain your sales prospects, leads, contacts,
marketing campaigns, etc.

Combining Two Powerful Technologies

Two powerful Microsoft technologies are right at your fingertips. Now, if only
there were some way to harness the powerful features of both into one easy to use
and access place. Enter… the native functionalities of both products that make a
seamless integration possible. That’s right! Now you can utilize both applications in
one location using your own preferred weapon of choice.

Document Libraries in Microsoft Dynamics CRM

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

4 the Summit 2009.4 :: a publication of Summit Group Software

tiple documents stored for each of your accounts. The current
solution is to have a separate folder sharing solution where each
account has its own folder. Sometimes, things don’t get saved
into the correct folders; it’s hard to find exactly what you’re look-
ing for, etc. With Microsoft SharePoint and Microsoft Dynamics
CRM, we can create separate document libraries and tie them to
a contact or account within Microsoft Dynamics CRM and put
all information in one, convenient location.
part, we can utilize the Business Data Catalog or Excel Services
to pull in the Microsoft Dynamics CRM information. If we uti-
lize the Business Data Catalog, we can write our own Applica-
tion Definition File or utilize one that comes with the Microsoft
Dynamics CRM Accelerators. Once this Application Definition
File is uploaded to the Business Data Catalog, we can create
Business Data web parts in Microsoft SharePoint to display the
data, even display data from related entities!

Microsoft Dynamics CRM in WSS or MOSS Microsoft Excel Services

The second integration technique pulls Microsoft Dynam-
ics CRM data into your Microsoft SharePoint site. We can pull
Microsoft Dynamics CRM information into either Windows
SharePoint Services (WSS) 3.0 or Microsoft Office SharePoint
Server (MOSS) 2007. If our solution is a Windows SharePoint
Services 3.0 installation, there is a Microsoft Dynamics CRM
web part available for download from Microsoft. With this web
part, we can pull information from Microsoft Dynamics CRM
and display it in a web part in Microsoft SharePoint. Most enti-
ties are available, and only one entity at a time can be pulled in
per web part.
With Microsoft Office SharePoint Server, there are several
additional options to pull in data. Besides using the WSS web
Finally, through Microsoft Excel Services, we can display
information from within Excel Worksheets to our SharePoint
site. This is accomplished by pulling Microsoft Dynamics CRM
data into Microsoft Excel through real-time data integrations
and displaying this information as Pivot Tables or Charts. We
can then publish that information to Microsoft SharePoint and
Microsoft Excel Services and have real-time graphs and tables
straight out of Microsoft Dynamics CRM. This data can be used
in Dashboards and other Microsoft SharePoint pages.
There are some exciting ways to integrate your Microsoft
Dynamics CRM and Microsoft SharePoint deployments. For
more information on how we can better integrate your systems,
please contact us! ▲

Summit Group Software

Support and Contact Information
24x7 Support Support@SummitGroupSoftware.com

Office Phone 888.929.1387

Number

Office 23 N Broadway, Suite 400
Address Fargo, ND 58102

888.929.1387 :: SummitGroupSoftware.com 5
 Improve Efficiency with
Electronic Banking
Janelle Montplaisir, Microsoft Dynamics Consultant, MCT

M
aintaining control of cash and bank accounts are business critical
functions in every organization. From paying vendors and collect-
ing customer payments, to balancing bank statements – unfortu-
nately, managing your checkbooks and cash flow can require a significant
amount of time. Microsoft Dynamics GP includes a number of different
banking tools to help manage your banking activities more efficiently and
securely while saving significant resource time and administrative ex-
penses.

Electronic Bank Reconciliation

Most businesses maintain multiple checkbooks. Some even maintain
multiple checkbooks for multiple companies. Bank reconciliations are tra-
ditionally a very manual process and often take a considerable amount
of time and effort. Think about the amount of time your employees are

6 the Summit 2009.4 :: a publication of Summit Group Software

 Meet our Team:
spending each month to correctly recon-
cile all of your checkbooks. With Elec-
tronic Bank Reconciliation, employees
can download a file from the bank di-
rectly into Microsoft Dynamics GP Bank Janelle Montplaisir
Reconciliation and the system automati-
Janelle Montplaisir is a consultant, sup-
cally matches any transactions, saving
port specialist, and Microsoft Certified Trainer
your business and employees valuable
(MCT) here at Summit Group Software. She
resource time while reducing data entry
has been part of the Microsoft Dynamics GP
errors and increasing accuracy. Imagine
community for over 12 years. During this time,
the many more productive hours your
Janelle has had the opportunity to work in a
team could spend on other tasks if you
variety of different roles and take on a broad
allow Electronic Bank Reconciliation to
range of responsibilities around the Microsoft
do the work!
Dynamics GP application. She has done a com-
EFT for Payables Management plete circle in the Microsoft Dynamics GP com-
munity – from working for Microsoft in the
Electronic Funds Transfer (EFT) for
Microsoft Dynamics GP development organi-
Payables Management allows you to cre-
zation – to supporting and training customers,
ate a secure payment file for all electronic
partners, and employees at Microsoft – to being
payment vendors and submit it directly
a customer and working for a Microsoft Dynamics GP ISV solution provider at
to your bank. The process of generating
Wennsoft, before joining the Summit Group Software team about a year ago.
an EFT vendor payment is the same as a
Janelle is often the person on the other end of support calls and emails and
regular vendor check batch, except rath-
she loves getting to know her customers. In her spare time, Janelle enjoys being
er than printing checks you generate an
outdoors, cooking/baking, fishing, and spending time at the lakes. Her opti-
electronic payment file which is submit-
mism and positive attitude make her a pleasure to have on our team. ▲
ted to your bank. Electronic payments
not only decrease time and costs by not
having to print and mail checks but it
also reduces the potential for fraud that
paper checks can introduce.

EFT for Receivables Management

Electronic Funds Transfer (EFT) for
Receivables Management can help guar-
antee customer payments by automati-
cally withdrawing funds from your cus-
tomers’ bank accounts for outstanding
invoices. To create the electronic funds
transfer file for your customers, enter a
cash receipt as normal for that payment
in a batch, and it will be marked as EFT.
When the batch of cash receipts is posted, A Better Front-End for Dynamics™ GP
an electronic file is generated for all cus-
tomer payments in that batch. The file is • Sales Entry and Workflow
then submitted to the bank and you will
electronically receive payment for your • Purchase Order Management
customers’ accounts. Payments received • Inventory Control
electronically help decrease the cost of
processing payments, guarantee custom- • Customer Service
er payments, and improve your business
cash control. • Sales Reporting and Analysis
The best part – depending upon your
licensing plan for Microsoft Dynamics
GP – you may already be entitled to some
of the tools for no additional cost! Con-
tact us to visit more about any of these
Electronic Banking solutions for Micro-
soft Dynamics GP. ▲ www.salespad.net p (800) 935-5660

888.929.1387 :: SummitGroupSoftware.com 7
 ANNOUNCING:
New Managed Services Plans
Help When You Need It!
Eric Gjerdevig, Summit Group Software President
A
re you looking to get more out of your Microsoft Dynam-
ics solution?  Do you or your staff need additional training
to effectively use Microsoft Dynamics to its fullest advan-
tage?  Do you have how-to questions at times but choose not to
ask because the answer is not worth the cost?  Do you fear the
cost associated with your next system upgrade?  Are you looking
for help but need to control costs in a predictable way?
Managed Services Plan Benefits
Summit Group Software is here to help. We are happy to
announce the availability of our new Managed Service plans.  Unlimited Training
These plans build on the success of our original Managed Ser-
vices offerings and include impressive new benefits such as un-
limited technical support, unlimited training, complete upgrade
services, Convergence credits, and more.  Next time, when you
or your staff has a technical question, need training, or you are
looking to upgrade remember that Managed Services can pro-
vide these benefits and more for a simple, annual fee.
Microsoft Dynamics GP Staffing
One of the new benefits available within our new Managed
Service plans is the Microsoft Dynamics GP Resource Staffing
benefit.  Many companies have experienced having a key person
out on a maternity or medical leave; or possibly it is the busy
season and you simply need an extra resource for a month.  We
8 the Summit 2009.4 :: a publication of Summit Group Software
now offer a non-technical resource for a weekly rate to fulfill
this staffing need for our clients. 
At the present time, this benefit is only available to our Far-
go based clients on a first come, first served basis.  The resource
is very skilled in the day to day operations of the core financial
models of Microsoft Dynamics GP.  This benefit is designed to
provide a resource for week to week staffing needs where cli-
ents need to have someone with core knowledge of Microsoft
Dynamics GP. 
Another new benefit for our Premium Managed Service
Plan customers is unlimited training. With many classroom
and online courses scheduled every month, clients can send one
or more people to as many scheduled courses as they’d like. So
many times companies make big investments in software/tech-
nology only to not realize the full investment because people are
not properly trained or they are suffering from turnover of the
trained staff. This benefit will tackle that problem head on by
giving clients the ability to make sure their staff is fully educated
on the software tools they are using. Training class registration
and availability is on a first come, first served basis.
Interested in hearing more about these and other benefits? 
Look into our new Managed Services Plans on the facing page,
or contact us today. ▲
Let’s Get Down to Business. SM
Managed Services
Managed Services
Essentials
Monthly Remote Server
Diagnostic and Report
Scheduled and performed
remotely by our support team.
Monthly Account
Management Meetings
Scheduled and done monthly
with account manager.
Monthly invoicing
Net 30 terms.
Convergence credit memo for $1,000
Applied to services. Credit Memo
given after attending Convergence.
12 month consulting rate lock
Hourly rate is locked through
length of contract.
Microsoft Dynamics GP
Resource Staffing
Available resource trained in day
to day transaction processing
in Microsoft Dynamics GP with
background in accounting processing.
Available on a first come first serve
basis. Resource based in Fargo, ND.
Charge of $800 per week applies.
Discount on prepaid blocks of hours
(25/50/100/200 at
6%/8%/10%/12% discount)
Summit Group Software
Corporate Office:
23 N Broadway, Suite 400
Fargo, ND 58102
SummitGroupSoftware.com
Pricing based on System List Price. Contact your Summit Group Software
account representative for details and price quotes.
Managed Services
Advanced
Monthly Remote Server
Diagnostic and Report
Scheduled and performed
remotely by our support team.
Monthly Account
Management Meetings
Scheduled and done monthly
with account manager.
Monthly invoicing
Net 30 terms.
Convergence credit memo for $1,000
Applied to services. Credit Memo
given after attending Convergence.
12 month consulting rate lock
Hourly rate is locked through
length of contract.
Microsoft Dynamics GP
Resource Staffing
Available resource trained in day
to day transaction processing
in Microsoft Dynamics GP with
background in accounting processing.
Available on a first come first serve
basis. Resource based in Fargo, ND.
Charge of $800 per week applies.
Unlimited Technical Support
Same day response 8AM
central to 5PM central.
System Down
24 x 7 support access.
Discount on prepaid blocks of hours
(25/50/100/200 at
8%/10%/12%/15% discount)
Managed Services
Premium
Monthly Remote Server
Diagnostic and Report
Scheduled and performed remotely
by our support team.
Monthly Account
Management Meetings
Scheduled and done monthly
with account manager.
Monthly invoicing
Net 30 terms.
Convergence credit memo up to $2,000
$1,000 services credit memo per first two
attendees. Applied to services. Credit Memo
given after attending Convergence.
12 month consulting rate lock
Hourly rate is locked through
length of contract.
Microsoft Dynamics GP Resource Staffing
Available resource trained in day to day
transaction processing in Microsoft
Dynamics GP with background in accounting
processing. Available on a first come first
serve basis. Resource based in Fargo,
ND. Charge of $800 per week applies.
Unlimited Technical Support
Same day response 8AM central to 5PM central.
System Down
24 x 7 support access.
Unlimited Training
Free access to all Summit Group Software
scheduled classroom or online training.
Upgrade Services
Includes remote test upgrades and
necessary service pack updates.
Project Management
Project Management related to products
covered under Managed Services.
Database/company setup
Setup of new company databases.
Remote User/security administration
Remote setup and administration
of Microsoft Dynamics users.
Discount on prepaid blocks of hours
(25/50/100/200 at 10%/12%/16%/20% discount)
 Is xRM Right for
Your Organization?
Betsy Stadick,
Microsoft Dynamics Consulting Practice Manager

What is xRM?
Acronyms abound in the world of business applications and
technology and xRM is an especially popular one, lately. The
short and marginally helpful answer is – ‘xRM is whatever you
want it to be.’ The ‘x’ is the variable and the ‘RM’ stands for Re-
lationship Management… an application to manage any kind of
relationship. We like to think of xRM simply as a platform that is
very well suited for the development of business applications.
This platform is based on the Microsoft Dynamics CRM
platform, leverages Microsoft SQL Server as the database, and
the application customization toolset is built right into Microsoft
Dynamics CRM to build out custom business applications. The
Microsoft Dynamics CRM application can really be thought of
as a feature set that includes sales, marketing, and service func-
tionality built using the xRM platform. Lots of other things can
be built on this platform that accomplishes very different busi-
ness processes.

xRM: No More Build vs. Buy

For IT departments everywhere, one of the most common
questions is ‘Build vs. Buy?’ when it comes to line of business
applications. To build your own business application, the typi-
cal benefit is that it is highly customized to your exact business
needs. The drawback is those applications are expensive to build,
maintain, and support. Some advantages of buying industry spe-
cific or pre-packaged applications include being typically well
supported by the vendor, easily deployed, and easily supported,
because there are a lot of other customers out there like you.
The drawback – the inflexibility of those applications often fail
to meet your business needs and processes get sacrificed to make
the company work the way the software does.
With xRM as the platform, you have the benefit of both
Build and Buy. It provides the benefits of a scalable, well sup-
ported solution on a well known and documented platform like
Microsoft Dynamics CRM with the flexibility and customiza-
tion capabilities to be a truly customized solution.

Why Use xRM as a Development Platform?

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

10 the Summit 2009.4 :: a publication of Summit Group Software

ing and learning curve costs can be sig-
nificantly lower by leveraging a platform
that could be used for numerous other
applications in the organizations and via
Microsoft Outlook. If it looks, feels, and
acts like your other applications – it is a
lot easier for staff to learn and really can
increase productivity.
From an IT standpoint, the reasons
are compelling and numerous. The previ-
ously mentioned point about building vs.
buying is one of the best reasons. Use the
xRM platform as an incredibly cost effec-
tive starting point for a custom business

Year-End
application. The platform already has well
defined development methods and is well
documented and supported. It is incred-
ibly flexible and easily extended – using

Procedures
first and foremost a powerful customiza-
tion tool set built right into the application
interface. But also using jscript, .NET-en-
abled programming languages, and the
reporting engine of SQL Reporting Ser-

for Microsoft
vices – just about anything can be done.
From a supportability standpoint –
no more ‘black box’ mystery to all and
no one left to support it in the organiza-
tion. Microsoft Dynamics CRM is a well

Dynamics GP
known and well supported environment,
which scales for growth and upgrades in
a far more superior way than a custom
built application because it leverages the
strength of Microsoft Windows, SQL
Server and .NET Platforms. Sheila Ochoa, Microsoft Dynamics Consultant, MCT

Is xRM Right for Your

Organization?
It just might be. We have deployed
many varied xRM projects across indus-
tries and types of applications. Their
commonalities were issues with dispa-
rate spreadsheets, no reporting insight in
current systems, old systems lacking data
integrity and/or no staff within the orga-
nization who knew anything the about
the old systems. Some companies had
people that were feeling like they were
running blind in decision making or
spending time patching together the fail-
ing systems… all signs that something is
‘broken’ and xRM might just be the plat-
form to fix them.
Interested in reading about
some examples of xRM deploy-
ments we have worked on? Visit the
Summit Group Software Blog at
SummitGroupSoftware.com for a series
of posts on our xRM projects. ▲
W
ith 2010 nearly upon us, it remains important to review year-end proce-
dures for the various modules within Microsoft Dynamics GP. The most
important thing to remember prior to doing year-end close for any mod-
ule is to make a recoverable backup. The second most important item - review all
of the necessary closing procedures prior to making that backup.
Year-End Closing Procedures
Planning ahead and making a back up is the most important thing. Ninety-
nine percent of module year-end closes go flawlessly as long as processes and pro-
cedures are followed. If at any point you are unsure of these procedures, please
take a moment to call us and discuss any uncertainties you may have.
Whether you run on a Fiscal Year or Calendar Year, both sets of closing in-
structions from Microsoft are provided with each module. For more informa-
tion on each module, see the Summit Group Software website for article links at
SummitGroupSoftware.com/php/announcements.php. For your convenience, the
articles for closing each module will be published directly at our website for down-
load once they are released from Microsoft.
Module Close Order
Another important item related to year-end closing is the ORDER in which
Year-End, continued on page 13 >

888.929.1387 :: SummitGroupSoftware.com 11
 Summit 2009
User Conference
I
Kevin Spaulding, t is an exciting year in the Microsoft world and that ex-
Business Relationship Manager citement was on display on October 29, 2009 at Summit
Group Software’s inaugural user conference. Over 100
individuals gathered at the Microsoft Fargo Campus Ex-
ecutive Briefing Center in the new Vision building for this
great event.
Don Morton, site leader for the Executive Briefing
Center, opened the day by addressing the audience with
some encouraging words about current and future plans
for Microsoft. Up next was Summit Group Software
President Eric Gjerdevig who spoke about his positivity
around a strengthening economy and officially unveiled a
new Managed Services plan for Summit Group Software
customers.
With the opening session over, the day of concurrent
and micro sessions were ready to begin. Topics ranging
from SQL Reporting Services (SRS) for Microsoft Dynam-
ics GP and CRM and Integrating Microsoft Dynamics
CRM with Office SharePoint Server started the day. Other
concurrent topics throughout the day included Workflow
for Microsoft Dynamics GP, an Introduction to Microsoft
Dynamics CRM, Tips and Tricks on Getting More from
Microsoft Dynamics GP, an Introduction to Microsoft
Office Communication Server, Integration Tools for Mi-
crosoft Dynamics, and Reporting Options for Microsoft

12 the Summit 2009.4 :: a publication of Summit Group Software

Dynamics GP.
The Micro Sessions were a nice mix
into the day, with just a 30 minute burst
of content and included topics such as
Extender for Microsoft Dynamics GP,
Introduction to Business Portal, and
Workflow/Automation with Microsoft
Dynamics CRM. The afternoon Micro
Sessions were even more popular as
Ben Corwin from Microsoft presented a
sneak peak at Microsoft Dynamics GP 11
and the Summit Group team presented
an introductory session on xRM.
The day was certainly enriched by
the presence of a number of our ISV and
other partners, including session presen-
tations or Lunch/Table topic discussions
from Avalara, Scribe, Rockton, Marco,
and SalesPad. With the full catering capa-
bilities of the Executive Briefing Center,
lunch was held right onsite and the mo-
mentum of the event was even through-
out the day.
The closing session pulled everyone
together and Eric Gjerdevig offered some
closing thoughts… and of course – door
prizes! Including Convergence credit
memos, copies of Microsoft Office 2007,
and you can’t forget those Starbuck’s gift
cards.
The day concluded with a quick so-
cial at Summit Group Software’s down-
town office. Each and every Thursday,
customers have a standing invitation to
our weekly 4:01. This is a time for custom-
ers to come to our office and visit with
our staff about anything. The topics can
vary each week… We have been hearing
a lot about the Minnesota Vikings lately.
Mark your calendar every Thursday!
We would like to extend a thank you
to Microsoft Fargo for their support of
the inaugural event. Their support was
key to putting on such a top notch event.
A final thank you goes out to the 100 plus
people that attended the Summit 2009
User Conference. It was our pleasure to
bring it to you. These are the kinds of
events that show what is possible and
what is coming with your current solu-
tions. Summit Group Software continues
to strive towards aligning your IT invest-
ments with your business strategies.
The second annual Summit Group
Software user conference is already on
the calendar and will be October 28, 2010
at the Microsoft Executive Briefing Cen-
ter in Fargo. See you next year! ▲
> Year-End, continued from page 11
the modules are closed. Listed below is the order in which you should close the
modules for the year.
1 Inventory
2 Receivables
3 Payables
4 Fixed Assets
5 General Ledger
6 Payroll Close
For those using Microsoft Dynamics GP Payroll or Canadian Payroll, the
year-end closing MUST be run PRIOR to first pay run for 2010!
It remains extremely important that you complete all 2009 pay runs prior to
running the Payroll year-end procedures. Please check the website for more infor-
mation and details related to year-end closing for Microsoft Dynamics GP Payroll
for both US and Canada. For assistance or if you have any questions, contact our
technical support team at: Support@SummitGroupSoftware.com or call 701-478-
1387 x2. We can also be reached on our toll free number 888-929-1387. ▲
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completely automated commission management
system with seamless integration built right into
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Want Proof? Check out our case studies and
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888.929.1387 :: SummitGroupSoftware.com 13
 Events Calendar • 2009.4
To register for any of these events, go to ClickToAttend.com and enter the event code.
Date Workshop Type Course Event Code
12.01.09 and Classroom Microsoft Dynamics and Microsoft SQL Reporting Services 140015
12.02.09
12.08.09 and Classroom Microsoft Dynamics GP and Integration Manager 140017
12.09.09
12.15.09 Online Business Portal for Microsoft Dynamics GP 10.0 140082
12.21.09 Online Microsoft Dynamics GP Year-End Closing Procedures 140081
12.22.09 User Group Microsoft Dynamics GP Year-End Closing Procedures 140078
1.4.10 Online Introduction to Microsoft Dynamics CRM for Sales 142188
1.11.10 and 1.12.10 Classroom Microsoft Dynamics and Microsoft SQL Reporting Services 142377
1.13.10 and 1.14.10 Classroom Microsoft Dynamics CRM 4.0 Administration 142334
1.15.10 Classroom Microsoft Dynamics CRM 4.0 Workflow 142336
1.18.10 Online Introduction to Microsoft Dynamics CRM for Service 142189
1.18.10 to 1.20.10 Classroom Windows SharePoint Services and Microsoft Dynamics Business Portal 172376
2.1.10 Online Introduction to Microsoft Dynamics CRM for Sales 142190
2.8.10 to 2.10.10 Classroom Microsoft Office SharePoint Server and Integrating Microsoft Dynamics CRM 142430
and MOSS
2.8.10 to 2.12.10 Online Introduction to Microsoft Dynamics GP 10.0 Financials 142205
2.11.10 and 2.12.10 Classroom Microsoft Dynamics and Microsoft SQL Reporting Services 142378
2.15.10 Online Introduction to Microsoft Dynamics CRM for Service 142192
2.18.10 Classroom Payroll for Microsoft Dynamics GP 10.0 142338
2.22.10 to 2.24.10 Online Introduction to Microsoft Dynamics GP 10.0 Distribution 142388
2.23.10 and Classroom FRx I Essentials 142197
2.24.10
3.1.10 Online Introduction to Microsoft Dynamics CRM for Sales 142193
3.1.10 to 3.4.10 Classroom Microsoft Office SharePoint Server and Microsoft Dynamics Business Portal 142389
3.2.10 Online Introduction to Microsoft Dynamics GP 10.0 - General Ledger 142390
3.2.10 Online Introduction to Microsoft Dynamics GP 10.0 - Inventory 142392
3.5.10 Classroom Workflow for Microsoft Dynamics GP 10.0 142393
3.9.10 Online Introduction to Microsoft Dynamics GP 10.0 - Payables Management 142394
3.9.10 Online Introduction to Microsoft Dynamics GP 10.0 - Purchase Order Processing 142395
3.9.10 to 3.11.10 Classroom Microsoft Dynamics CRM 4.0 Customization and Workflow 142337
3.12.10 Classroom Integrating Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint 142203
Server
3.15.10 Online Introduction to Microsoft Dynamics CRM for Service 142195
3.16.10 Online Introduction to Microsoft Dynamics GP 10.0 - Receivables Management 142396
3.16.10 Online Introduction to Microsoft Dynamics GP 10.0 - Sales Order Processing 142397
3.16.10 and 3.17.10 Classroom FRx II Essentials 142398
3.23.10 Online Introduction to Microsoft Dynamics GP 10.0 - Bank Reconciliation 142399
3.29.10 and 3.30.10 Classroom Microsoft Dynamics and Microsoft SQL Reporting Services 142400
3.30.10 Online Introduction to Microsoft Dynamics GP 10.0 - Fixed Assets 1472404
See more upcoming training events at SummitGroupSoftware.com/php/training.
Courses subject to change, check our website for the most up to date schedule.

14 the Summit 2009.4 :: a publication of Summit Group Software

Emailing
Documents and
Word Templates
for Microsoft
Dynamics GP 11
Joe Tews, Microsoft Dynamics Consultant, MCT
M
icrosoft Dynamics GP 11 will be
rolling out just around the corner
and we are dedicating a number of
resources to informing our clients about
the exciting product enhancements. Check
out our blog for additional sneak peeks at
the new features you can expect to see.
One of my favorite new features that will
be included with Microsoft Dynamics GP
11 is the ability to print your reports to
Microsoft Word forms and also be able to
email those reports, right from within Mi-
crosoft Dynamics GP.
Yes, you heard right! Microsoft re-
ceived a lot of feedback to have reports
available through another source other
than Report Writer, and they have an-
swered with new functionality around
Microsoft Word. With Microsoft Dynam-
ics GP 11, you will be able to print most of
your reports as either your existing Report
Writer report, or you can print them with
new Microsoft Word templates. Microsoft
will be shipping a number of templates out
of the box, as well as the ability to create
and customize your own templates and use
them to print your documents. These tem-
plates will be able to be used if you’re on
Microsoft Office 2007 or newer.
The way this is going to work is rela-
tively simple and will not require any ad-
ditional software. When you choose to
generate a report to Microsoft Word, it still
goes through Report Writer, which is the
“processing engine”. However, instead of it
being printed then in Report Writer, it will be pushed to Word as an XML format, and
Word will then be the “design engine” for the report. With the information being
pushed to Word, we will now have the ability to easily manipulate the design of the
report, as well as adding our own graphics and style!
Microsoft Dynamics GP 11 is also introducing the ability to email documents
from right within the product. With this feature, we can now email reports directly
to our vendors, customers, etc. Microsoft Dynamics GP will utilize the power of Out-
look to send the emails, either as an attachment or embedded directly into the body
of the email. This will reduce the cost of postage and printing for an organization, as
well as simplify getting information out.
Some pretty useful features coming in GP 11 surrounding Word forms and
emailing documents. Check our website to read upcoming blog posts, in which I
will talk about a few more features coming! ▲
Welcome to the Team!
Summit Group Software is happy to
announce that Larry Jack has joined our
team as our new Twin Cities area Business
Development Manager. Larry has over 10
years experience connecting the needs of
the customer with the best solution avail-
able. Larry has held numerous senior-level
positions in Minneapolis-St. Paul, MN area
businesses and community originations,
most recently working with Oracle-based
business intelligence solutions.
Larry is excited to represent Summit Group Software in Min-
nesota and believes his experience provides him with the set of skills
that is necessary to expand Summit’s world class service in the Twin
Cities area. Welcome, Larry!
888.929.1387 :: SummitGroupSoftware.com 15
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