Instructions for adding a person to CustomerSource

Instructions for adding a person to CustomerSource Who can add a person: 1. Company Administrator 2. Partner Administrator Click on add Professional

Important: click on a role and send an invitation email to set up account Then click Save…. The person you added will receive an email that looks like this…if not check junk folder for email -----















Original Message----- From: voice@microsoft.com [mailto:voice@microsoft.com] Sent: Wednesday, July 23, 2014 11:04 AM To: Amy Looby Subject: Microsoft Dynamics CustomerSource Invitation Welcome to CustomerSource -- your online web portal designed to help you get more out of your Microsoft Dynamics investment. As a Microsoft Dynamics customer current on a service plan, you are entitled to access timely and relevant information about your solution via our information packed web site -- CustomerSource. CustomerSource can help you boost productivity and reduce support costs by providing unlimited access to online training and certification information, technical support Knowledge Base, newsgroups, downloads, event details and more - anytime, from anywhere. To begin using CustomerSource, you will need to have a Microsoft account or an Organizational account. For more details on the two account types read the information provided under the "Authentication Accounts" section within this email. After confirming that you have a Microsoft or Organizational account, visit the following URL to associate your Microsoft or Organizational account to your CustomerSource account. Note: If you have multiple Microsoft or Organizational accounts, close all web browsers and log out of all/any of your accounts before you visit the URL listed below. https://mbs2.microsoft.com/userinfo/AccountSaved.aspx?GUID=236aecbd-8597 -4c6b-8899-3c24c93d4f3d Authentication Accounts 1. Microsoft account Sign in with the account you use for SkyDrive, Xbox LIVE, Outlook.com, or other Microsoft services. If you do not have a Microsoft account, one can be obtained by visiting the Microsoft account web site. https://signup.live.com/signup.aspx 2. Organizational account Sign in with the account provided by your work or school to use Microsoft Dynamics CRM Online, Office 365, or other Microsoft services. Please bookmark this URL for future visits to CustomerSource: https://mbs.microsoft.com/customersource/northamerica. Access your benefits today!


Do BOLD ITALIC first, once you have a live id account using alooby@acemicrotech.com use the same email address you used when you were setup in CustomerSource above. Click create account-you will then receive an email like this to verify your email Click on verify your email….and you will see this screen… Now go back to the original email above and link your account by following the below
Click on link below…

You will receive a screen like this Now login to CustomerSource with your email and password at this address… http://www.microsoft.com/dynamics/customer/en-us/access-customersource/default.aspx
Once logged in successfully you will see this… Congratulations you now have access to all of your CustomerSource benefits and eLearning!

 

Michael Anastasiou, MCP, joins ACE Microtechnology as Microsoft Dynamics CRM Consultant

ATLANTA, GA, February 28, 2013 - ACE Microtechnology (ACE) a global business and technology services firm that provides Microsoft Dynamics Solutions - Microsoft CRM and Microsoft Dynamics GP (formerly Great Plains), has welcomed a new team member –Michael Anastasiou, MCP.

Michael, a certified CRM Consultant, brings over 10+ years of industry experience to include, sales, marketing and customer service experience as it relates to Customer Relationship Management. Michael has worked on a number of intricate CRM implementations, including those requiring integration with other solutions. In addition to his knowledge of CRM, Michael’s  prior roles as Marketing Director and Marketing Manager in private industry allows him hands on experience in real life situations which enables him to share best practices with clients around requirements gathering and process review. 

Prior to that, Michael served in various CRM Consulting firms for other global companies prior to joining ACE.  During his tenure at those companies, Michael’s impact has been widely recognized for his ability to deliver quality CRM implementations, support, configuration and training.

 In addition to his CRM skills and certification, Michael is also a Microsoft Certified Solutions Engineer. He also holds a Bachelor Degree in Marketing from New York Institute of Technology.  He has also has completed his military service as a Commissioned 1^st Lieutenant, USAF Reserve. 

 

"We are very excited to have such a seasoned CRM Consultant join our team," said Susan Looby, ACE President. "I am confident that Michael will aid in the growth of ACE’s rapidly growing CRM Practice and provide an additional resource that with impact our client base in 2013 and beyond!"

 

ACE Microtechnology, Inc. Achieves a Microsoft Silver Messaging Competency and Cloud Accelerate

         

For Release July 19, 2012

ACE Microtechnology, Inc. Achieves a Microsoft Silver Messaging Competency and Cloud Accelerate

ACE Microtechnology, Inc. earns distinction through demonstrated technology success and customer commitment.

Atlanta, GA — July, 19th, 2012 — ACE Microtechnology, Microsoft Dynamics GP, CRM and SharePoint Consulting Partner, today announced it has achieved a Silver Messaging and Cloud Accelerate competency, demonstrating its ability to meet Microsoft Corp. customers’ evolving needs in today’s dynamic business environment. To earn a Microsoft silver competency, partners must successfully demonstrate expertise through rigorous exams, culminating in Microsoft certifications. And to ensure the highest quality of services, Microsoft requires customer references for successful implementation and customer satisfaction.

As clients prepare their companies for Cloud Computing, ACE consultants are competent and ready to assist with this fast growing transition.  Many of ACE clients have already migrated portions of their IT infrastructure to the cloud and have plans to migrate more applications in the next 12 months.  ACE can offer the full Microsoft Stack in a cost effective price point that clients are looking for.  Microsoft Dynamics CRM Online and Office 365 migrations to the cloud are outpacing any other initiatives from our clients.

 “This Microsoft Silver Messaging competency showcases our expertise in today’s technology market and demonstrates our knowledge of Microsoft and its products,” said Susan Looby, President. “Our plan is to accelerate our customers’ success by serving as technology advisors for their business demands.”

“By achieving a silver competency, organizations have proven their expertise in specific technology areas, placing them among the top 5 percent of Microsoft partners worldwide,” said Jon Roskill, corporate vice president, Worldwide Partner Group at Microsoft Corp. “When customers look for an IT partner to meet their business challenges, choosing a company that has attained Microsoft competencies is a smart move. These are highly qualified professionals with access to Microsoft technical support and product teams.”

 The Microsoft Partner Network helps partners strengthen their capabilities to showcase leadership in the marketplace on the latest technology, to better serve customers and, with 640,000 Microsoft partners in their ecosystem, to easily connect with one of the most active, diverse networks in the world.

For more information, press only:

Bruce Moore, ACE Microtechnology, Inc. bmoore@acemicrotech.com

ACE Rated by Microsoft as Top VAR at Worldwide Partner Conference 2012

ACE Rated by Microsoft as Top VAR at Worldwide Partner Conference 2012! Thanks go to all our great clients and our internal team at ACE!

"We are truly honored by this and grateful for our strong Microsoft Partnership" said Susan Looby, President of ACE Microtechnology, Inc.

Dynamics GP 2010 Service Pack 3 Install

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ACEConnect Interation Templates for Dynamics GP

GP 2010 Security Report

I received a request from a client who needed to supply a GP User Security Report to their auditors. Prior to GP version 10, we were at the mercy of the GP Report Writer report that was typically several thousands to several tens of thousands of pages long. We would usually modify the report to print one line per record to save space and so that it was easily exported, but even that produced a very large file. Now with the new Role-based Security in GP 10 and 2010, we have access to this data in SQL. I developed the script below and thought that others in the GP community might find it useful. It provides a nice, simple view of the user security in GP. It does not drill down to the specific window level, but it has every user, the companies they access, the roles they are assigned to in each company and the task and task descriptions within each role. Pretty sweet. I hope you guys can use it someday.

The script:

Use dynamics

select rol.userid, cmp.interid, rol.securityroleid, tsk.securitytaskid, td.securitytaskname, td.securitytaskdesc

from SY10500 rol

inner join SY01500 cmp on rol.cmpanyid=cmp.cmpanyid

inner join SY10600 tsk on rol.securityroleid=tsk.securityroleid

inner join SY09000 td on tsk.securitytaskid=td.securitytaskid

order by rol.userid, cmp.interid, rol.securityroleid, tsk.securitytaskid

A sample result set:




Tonya Boyce

ACE Microtechnology, Inc.

www.acemicrotech.com

tboyce@acemicrotech.com