Articles By: ACE Microtechnology

CRM: Why Does A Company Need It?

Customer Relationship Management (CRM) refers to all those strategies and tactics used by businesses to attract and retain customers. CRM software is responsible for managing the relationships between an organization and its customers, both existing and potential. It does this by centralizing all business data for the management's convenience, developing new techniques to increase sales, …

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Dynamics 365 Enhanced Email

Enhanced Email or Not With the Wave 1 2020 release, Microsoft rolled out an option called "Enhanced Email". This feature updates the current email experience in Dynamics 365. However, it only updates the experience from the timeline. So, you will need to decide if the enhanced email experience is right for you or not. I …

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Dynamics 365 Enhanced Filtering is Here!

Before we get started... In my prior post, I highlighted the Dynamics 365 enhanced filtering capabilities coming in the Wave 1 2020 update. So, check out that post. Then, keep reading this post as we will dive into more details. Additionally, you will need to have the Wave 1 2020 update applied. If you haven't …

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ACE Microtechnology’s Aaron Back is a Granite Award Winner

ACE Microtechnology (ACE) a global business and technology services firm that provides Microsoft Dynamics Solutions - Microsoft Dynamics 365 (CRM) and Microsoft Dynamics GP (formerly Great Plains), is pleased to announce that Aaron Back, a Microsoft MVP, is the recipient of the 2019 Granite Award from Dynamic Communities. The Granite Award is part of the Gemstone …

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Dynamics 365 Wave 1 2020 Highlights

Before We Start Due to the current COVID-19 pandemic, Microsoft has decided to move the Wave 1 2020 Dynamics 365 and Power Platform update roll-out from April to May. You can read the official blog post here: Our commitment to customers to help ensure business continuity Dynamics 365 - Wave 1 2020 Highlights This post …

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Send Dynamics 365 Emails from Power Automate

Setting the stage Prior to Power Automate (formerly Microsoft Flow), many of you probably sent emails using a workflow in Dynamics 365. This option has been around for quite some time. Typically, you have some automated process where emails go out to notify internal personnel or external customers. But, you may have seen the "nag" …

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Now Is The Time For The Dynamics 365 Unified Interface

Why Now? Back in September 2019, Microsoft announced that on October 1, 2020, the Classic UI for Dynamics 365 would no longer be available. Another important thing to note is that you may already be scheduled for an upgrade and not know it! Fellow Microsoft MVP, Gus Gonzalez, posted a great video tackling this topic. …

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On-Demand Microsoft Flow for Dynamics 365 and PowerApps

Why this post? This post is a segment of something I covered during my User Group Summit 2019 session. This session was called "Triple Threat - Microsoft Flow, Dynamics 365, and You". During this session I covered various ways you can utilize Microsoft Flow with Dynamics 365. If you attended the User Group Summit 2019 …

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Creating PDF Quotes in Dynamics 365

Dynamics 365 has had a lot of great functionality added within the last few months. So, Microsoft has a whole site dedicated to documentation. I would recommend that you review this site to assist you with Dynamics 365. The reason for mentioning this site is that buried in there is a great little nugget of …

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Dynamics 365 October 2019 Updates-Headers and Density

Dynamics 365 October Updates Highlights In my previous blog, I highlighted a few of the items I am excited about in the upcoming October 2019 updates. If you haven't checked this blog out, you can find it here: https://www.crmsoftwareblog.com/2019/06/highlights-of-upcoming-dynamics-365-october-2019-updates/ Header and Density Updates First of all, you may be wondering what "Density" is. I will …

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