The Crestwood Associates Company Blog

Read about our latest insights and the latest Microsoft innovations


Microsoft Goes Head to Head with QuickBooks with Project Madeira Preview

Posted by Donna Krizik on April 29, 2016

Two weeks ago, Microsoft released its Outlook-centric, software-as-a-service business management offering for SMBs. Microsoft wants to make ERP capabilities more attainable for small and midsize businesses using Office.  Targeted at companies with between 10 and 100 employees, Madeira is designed for those that need more than the simple financial and accounting…

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Take Control of Your Projects Using Dynamics SL

Posted by Jen Bieker on April 29, 2016

For most organizations projects are constantly changing entities with many moving parts, such as, approvals, changes, resources, etc.  For a project based business, it’s crucial to track the changes throughout the life of a project.  Even more important is the ability to measure what is actually…

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Go Paperless: Project Expense Entry Using Dynamics SL 2015 Web Apps

Posted by Jen Bieker on April 26, 2016

A mobile workforce needs a mobile tool.  Not just to make things easy, but to get information back quickly, so that billing gets done fast.  With Dynamics SL 2015 web apps, long gone are the days of mailing paper receipts, or scanning and emailing them to accounting for manual…

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The Secret to Prospecting with Dynamics CRM Online

Posted by Jen Bieker on April 26, 2016

How to use Insights to find, append and validate your prospects for free Every day I get requests to dig up more information about prospects.  Part of me thinks it takes more time to write up the requests and email them than it would be to just do it.…

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Management Reporter Tips & Tricks

Posted by Jen Bieker on April 25, 2016

Here are some handy tips and tricks for Management Reporter (MR).  1. Wrapping Text:  Prevent your row descriptions from being cut off by wrapping the text.  Just insert the code “WT” into the column definition for Print Control.       * Note - sometimes…

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Consolidating GL Periods in Microsoft Dynamics GP

Posted by Misty Galbreth, Support Analyst on April 22, 2016

There may come a time when you no longer wish to see all the detail in your General Ledger, and may want to see a summary of all the activity instead.  This may be after a certain amount of time has passed, after an audit has passed, or some…

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From Maintenance to Martial Arts, More States are Taxing Services

Posted by Lauren Christoff on April 21, 2016

Repost from Avalara There’s no doubt Americans consume a lot of stuff, but we now spend far more on services than goods. For the first time in history, we dine out more than we buy food to prepare at home. We stream music and movies rather than purchase…

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Dynamics GP Multi-Currency Setup

Posted by Mike Gordon, CPA, MCP on April 20, 2016

How do I setup Microsoft Dynamics GP Multi-Currency? Setting up multi-currency within the generally acceptable accounting principles (GAAP) can sometimes be a bit tricky.  Here's an example to walk you through the setup process in Dynamics GP. First under the system setup, define the currency. We…

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Dynamics GP Fixed Assets Construction in Progress

Posted by Mike Gordon, CPA, MCP on April 20, 2016

Have you ever had assets that you want to leave in the Purchase Clearing Account because it is Construction in Progress (CIP)? CIP are long term assets with multiple invoices that need to be accumulated. In Dynamics GP you can do this by adding an additional Purchase Posting…

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Using Drill-Down in Management Reporter (MR)

Posted by Misty Galbreth, Support Analyst on April 20, 2016

One feature of Microsoft Dynamics Management Reporter that isn’t used often is the drill-down feature using an Attribute column.  Here are some helpful tips for setting up a report to use the drill-down feature to get detailed information for report line items. First, a few important caveats…

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