Aaron Back, MCP, joins ACE Microtechnology as Sr. Microsoft Dynamics CRM Consultant ATLANTA, GA, June 2017 - 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), has welcomed a new team member – Aaron Back, MCP. Aaron, […]
continue reading...
Security is on everyone’s mind and has been for quite some time. I can think of no other top of mind security concern than securing data in Office 365 and CRM. The "standard" level of security with Office 365 & Dynamics CRM/365 is a just a password. Passwords can be guessed, hacked, shared unintentionally putting […]
continue reading...
Hey y’all! This fall, step away from your screens, pack up your big ideas, and head to D36UG/CRMUG Summit Nashville, the most comprehensive, impressive, and roarin’ good time conference of the year. As a proud Gold Sponsor, Ledgeview Partners is excited to share this experience with you as we squeeze every last bit of functionality […]
continue reading...When adding leads and contacts to Microsoft Dynamics CRM/365 wouldn't it be nice if the email address could be verified automatically? Incorrect email addresses prevent your messaging from reaching the intended recipient and causes headaches for marketers. We have developed a solution - Email Verification for Microsoft Dynamics CRM/365. As you enter a lead or […]
continue reading...
Microsoft Dynamics CRM, or Microsoft Dynamics 365 as it is now known, gives companies the ability to quickly solve many of their most challenging problems. CRMs, in general, sync different portions of a business (sales, marketing, services) so they can easily access the same information in real-time from one centralized solution. While Microsoft Dynamics 365 […]
continue reading...
The ClickDimensions team is always hard at work improving and enhancing its marketing automation software for Dyanmics 365 CRM. They are now releasing updates on an accelerated monthly cycle (previously updates were released every quarter). To stay informed about the what to expect over the next serval months, ClickDimensions has published a public roadmap for […]
continue reading...
Last month, we hosted a roundtable discussion with senior tech executives from a dozen leading financial services firms. While there was a great deal of lively discussion, the big three topics for the meeting were use of the Cloud platform, opening and improving internal lines of communication, and the state of cyber security. While the […]
continue reading...
How often do you feel that you have time to learn something new? It is hard to juggle learning new things in addition to managing your current workload. Any Microsoft Partner that is worth their salt is going to be busy, right? Maintaining happy customers is a lot of work. Then you add all the […]
continue reading...If you are a fan of Microsoft Dynamics 365, keeping up on the future direction of the application is probably important to you. Microsoft has made it easy with the Microsoft Roadmap for Dynamics 365. Bookmark this frequently updated page and you will always have a quick and easy way to keep up with features […]
continue reading...
When using Word Templates to create reports and documents from CRM records, and the data is populated from CRM records that have multiline text fields, there is an option, when adding an XML field, for Plain Text or Rich Text. The rich text option should preserve the formatting of the data as it is stored […]
continue reading...
