ACE Microtechnology, Inc. Achieves a Microsoft Gold CRM Competency!

For Release

October 31, 2012

ACE Microtechnology, Inc. Achieves a Microsoft Gold CRM (Customer Relationship Management) Competency and renews it’s Gold ERP (Enterprise Resource Planning) Competency along with other Silver Competencies, Cloud Accelerate and Small Business Specialist!

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

Atlanta, GA — October 31st, 2012 — ACE Microtechnology, Microsoft Dynamics GP, CRM and SharePoint Consulting Partner, today announced it has achieved a Gold Customer Relationship Management competency, demonstrating its ability to meet Microsoft Corp. customers’ evolving needs in today’s dynamic business environment.

The Microsoft gold competency signifies to the market that a company has demonstrated the highest level of skill and achievement within a given technology specialization. All of the Microsoft competencies are designed to help differentiate a partner’s specific technology capabilities, helping customers find solution providers quickly and easily. Each competency has a unique set of requirements and benefits, formulated to accurately represent the specific skills and services that partners bring to the industry.  To achieve a competency, partners must demonstrate and maintain a significantly more rigorous set of requirements than are required for other competencies.

“We are very proud of our team of consultants at ACE who have exhibited the ability to maintain 97% Customer satisfaction (based on the latest independent survey from September, 2012), daily project schedules and at the same time be certified at the highest level within the Microsoft Partner Channel ecosystem!” explained Susan Looby, President. This provides extreme value to our Customers and continues to support our “Customer for Life” goals at ACE.

This accomplishment is very exciting for ACE as it approaches its’ 10th year Anniversary in 2013 thanks to all the support of our great customer base.

For more information, press only:

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

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GP User 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.

http://www.acemicrotech.com

tboyce@acemicrotech.com

 

Microsoft Dynamics CRM 2011 Online Client Case Study

Overview

Country
United States
Industry
Commercial Furniture Sales

Customer Profile
Corporate Environments (CE) employs more than 40 professionals to serve the office design and furnishing needs of their clients. Headquartered in Atlanta and serving the greater southeast, CE represents furniture lines including Knoll office furniture and DIRTT architectural products.

Business Situation
CE lacked a single repository for customer information. With the majority of the staff interacting with clients on a regular basis, it was critical for them to have quick and easy access to sales and support information to better serve their existing customers and attract new ones.

Solution
CE chose Microsoft Dynamics CRM 2011 Online and partnered with ACE Microtechnology to deploy the solution and integrate it to their industry specific back office for greater information access and visibility.

Benefits

  • Improved Visibility of customer and prospects
  • Improved cash flow
  • Real-time forecasting
  • Workflows and Notifications
    • New account created
    • Lead assignment
    • Sales person notification
    • Client deposit notification

Microsoft Dynamics CRM 2011 Online
Client Case Study

Regional Office Furniture and Architectural Products Dealership deploys cloud based CRM to provide 360 degree view of clients and prospects!

“The ability to meet with my sales team individually and see their sales pipeline in real-time is tremendous.  It gives me a tool to demonstrate where and how they should be spending their time.  Immediate access to close dates and install dates also allows me to provide quick answers to the company owner.”        Tony Nelson
Director of Sales

Operating in the Atlanta area since 1986, Corporate Environments has the experience necessary to assist with all office design needs, from furniture to space planning to relocation and installation. As the only authorized Knoll dealer in the area, Corporate Environments customers are assured that they will be receiving only the most stylish, well-made office furniture on the market. Furniture carried by Corporate Environments includes modular office furniture, cubicles, office chairs, conference furniture, reception furniture, 3form products, healthcare furniture, executive office furniture and filing cabinets. Corporate Environments had no integrated corporate sales tools. Sales representatives used their own individual tools to track accounts, contacts and activities. Opportunities were manually entered into spreadsheets for forecasting. No integrated marketing or customer service systems existed either. Because all of the staff of Corporate Environments interacts with and focuses on the customer, the company was exploring the acquisition of a fully integrated sales, marketing and customer service system. As a Microsoft Gold and Silver certified partner specializing in Microsoft Dynamics GP and CRM, ACE was uniquely positioned to deploy a solution that met the needs of Corporate Environments today. This solution leveraged existing technology investments and will scale with future company growth.

“The Dynamics CRM has allowed me to produce a real-time forecast and customized dashboard that is available at any given moment.   Through the use of this system, we have been able to automate and streamline existing processes resulting in more time for value-added activities.”

    Bridgette Boucha
CFO

Solutions deployed

Click on the products below for more information.

Microsoft Dynamics CRM
Scribe
Office 365

Situation

Corporate Environments had no single repository for corporate sales and marketing. Sales information was spread throughout the organization with individual employees. The company was using manual processes and multiple tools for sales forecasting. Only a limited history of sales activities was available and the company had no understanding of why sales were lost. Corporate Environment spent a tremendous amount of time on networking but truly had no clear vision on where leads were coming from and where their networking time was best spent. Reporting and Business Intelligence was either very hard to produce, inaccurate or just not available. In order to achieve their aggressive growth goals, this lack of critical knowledge needed to change.

Solution

The solution included Microsoft Dynamics CRM 2011 online integrated to Team Design™ using the Scribe™ integration tools set. The results provided Corporate Environments with the following:

Single Customer List

  • A single customer repository accessible by all employees and identical in Microsoft Dynamics CRM and Team Design. Team Design is the industry specific back office accounting and customer/project solution.
  • Integrating with Team Design achieved a common customer and vendor database and additional information for real-time reporting and automated workflows.

Improved Productivity

  • Automation of manual processes (Forecast, Leads Assignment, New Acct Creation)
  • Accessible from anywhere for mobile workforce
  • Familiar interface – Outlook

Retain Customer Knowledge

  • Retain customer info lost with staff turnover
  • Customer information shared across departments

Market Focus

  • Who are our customers right now? What vertical markets and what mix?
  • Ability to change if this mix is weighted unexpectedly or inefficiently

Sales Metric Visibility

  • Sales activity
  • Sales productivity – new customers versus existing customers
  • Close rate on proposals
  • Jobs lost
  • Success rate versus competition

“Using a hosted-solution for Dynamics CRM combined with hosted email was a no-brainer. Instead of maintaining extra servers and software updates, we can use our limited resources to focus on projects that contribute more to the business. ”

Scott Blanck
Director of IT

About ACE Microtechnology

ACE Microtechnology, Inc. is a professional services firm committed to delivering business solutions to small and medium sized organizations. Our focus is in delivering products and services that improve our clients’ business operations. ACE has developed specialties in serving the distribution, retail and hospitality industries.

Rather than just building technology or implementing software, we deliver real business value through industry knowledge and understanding each client business. We make it our business to know their business.

ACE is a Microsoft Gold Certified Dynamics GP partner and Silver Certified Dynamics CRM partner.

For more information on ACE, please visit our web site at www.acemicrotech.com or contact Mark Munson at mmunson@acemicrotech.com.

Benefits

Visibility

  • AR in CRM
    • Improved cash flow
  • Real-time forecasting
    • Less work for the Accounting Department

Workflows

  • New Customer
    • Entered into Team Design with approval workflow
    • Team Design assigns account numbers- sales notified new account created
  • New Leads
    • Sales Manager enters lead and assigns
    • Sales person notified
    • Reminders and escalation if no activity performed
  • Automated emails when client deposit made

IT Savings

  • Deploying CRM in the cloud was cost effective and easy
  • Based on this, the company also move email to the cloud with Microsoft Office 365

Lessons Learned

  • Phased deployment based on priority
  • Start at the beginning of the sales cycle
    • Did not stress sales out
    • Continue to use current back end process until they can be improved or replaced
  • Involve team early
  • Trained heavily
  • Integration
    • Don’t underestimate integration
    • Integration tool selection critical
    • Exponential benefit based on information sharing
  • Sales embraced better than anticipated
  • Cloud solution requires appropriate network and internet connectivity

Export to Excel from Smartlist

If you use SmartList and export the results to Excel, you know that it just CRAWLS!!! Ever wish that the export would go a little faster? Well now it can, and all you have to do is put the following line in your Dex.ini file:
SmartlistEnhancedExcelExport=TRUE
Believe it or not, it’s that simple! Once you save your Dex.ini file you’ll need to restart DynamicsGP to see the results, and you will be AMAZED at how fast the export is — it will FLY!!!

ACE Microtechnology Achieves Microsoft’s Redefined More Stringent Gold Enterprise Resource Planning Competency

 

 

 

 

January 1, 2012
Atlanta, GA – ACE Microtechnology Inc. a premier provider of enterprise wide software solutions for Microsoft Dynamics GP and CRM, has been awarded a Gold Enterprise Resource Planning Competency and Silver Customer Relationship Management Competencies by the Microsoft Partner Network. The redefined Gold and Silver Competencies represent Microsoft’s “Best in Class” and are a great achievement for ACE Microtechnology. Microsoft’s recent addition of the Silver competency level has significantly raised the standards for the Gold competency, making it more specific and difficult to attain. The Gold Competency is given to partners that “demonstrate the highest, most consistent capability and commitment within a targeted Microsoft Business Solution area.” The certifications acknowledge ACE Microtechnology’ expertise as a Value Added Reseller with the ability to implement and develop fully-integrated Microsoft Dynamics GP and CRM solutions that provides value to customers.

ACE Microtechnology CEO and President Susan Looby said of the achievement: “We are ecstatic to have met the higher requirements and to be a part of the 1% of partners that have achieved the goals for the newly created Gold Enterprise Resource Planning Competency and Silver Customer Relationship Management. The standards for qualification were raised significantly this past year and we are pleased to have achieved this level of certification. This is a win/win for our clients as our team has passed all certification exams at all levels in our organization from sales to consulting.

ACE Microtechnology Software has been a “Gold Certified Partner” of the Microsoft Partner Program for the past eight years. During the past year though, the program made several changes with a new name, The Microsoft Partner Network, and a revamped competency structure. The new competency structure now includes a Silver Certification level, raising the bar for the now harder to reach Gold Certification Level. The competencies are spread among six categories including: Application Platform, Business Productivity, Core Infrastructure, Customer Relationship Management and Enterprise Resource Planning, Cross Platform Solutions, and Small and Medium Business Customers. The changes will help partners showcase their expertise and differentiate themselves from their competition. In order to facilitate this, the new competency requirements now provide greater differentiation with the added Silver level, making Gold Certification higher and more challenging to achieve.

Similarly to before, companies must pass technical exams and business assessments based on the latest Microsoft technologies in order to receive certification. With the addition of the new Silver certification level the requirements for the Gold certification level have increased. In receiving the Gold Certification level the requirements that ACE Microtechnology has met include:

  • Employing with at least six Microsoft Certified Professionals with credentials not assigned to any other gold competency
  • Employing at least two persons who has passed an Implementation Methodology Assessment
  • Employing Sales and Pre-sales specialists that passed all qualifying exams.
  • Providing at least five verifiable customer references that feature the implementation, deployment, customization, or maintenance of a Microsoft Dynamics ERP or CRM solution
  • Meeting a minimum revenue/seat requirement.

 

About The Microsoft Partner Network

The Microsoft Partner Network is one of the largest, most diverse partner communities in the software industry. It is made up of more than 640,000 businesses, ISV’s and Resellers that work together to provide software solutions and services to Microsoft’s more than 160 million mutual customers worldwide. The program equips partners to transform their businesses and provide greater value and innovation for customers. It focuses on building relationships and sparking innovation between partners as well as providing opportunities to increase skill sets and better serve customers. Certification is given out on a yearly basis.

About ACE Microtechnology

ACE Microtechnology has over fifteen years of experience with Microsoft Dynamics Products.  ACE is a Microsoft Managed Partner for ERP and CRM solutions developing industry specific solutions for Hospitality, Specialty Retail, Restaurants, Hotels and Resorts and Distribution industries integrating and implementing solutions for Microsoft Dynamics GP and CRM. To learn more, visit www.acemicrotech.com.

For more information email slooby@acemicrotech.com or call 770-889-2135.