The Crestwood Associates Company Blog

Read about our latest insights and the latest Microsoft innovations

Microsoft Dynamics GP Document Date Verification

Posted by Misty Galbreth, Support Analyst on July 26, 2016

Have you ever entered a document for a future date that doesn’t exist yet in GP?  Maybe you posted an invoice in the year 2061 instead of 2016, or entered a manual check and posted it to the year 3016 in error. If you have, then you know this can…

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Just a Click Away – Excel Dashboards in Microsoft Dynamics GP

Posted by Jason Barton, Project Manager on July 7, 2016

If you have Dynamics GP 2013 R2 or a newer version and you haven’t seen the built-in Excel dashboard reports, you need to read this!  These dashboards show you key information at a glance and have drill-down capabilities embedded in them.  There are dashboards available in the…

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Users and Administrators Can No Longer Log into Management Reporter:

Posted by Tiffany Bennett, Senior Consultant on July 6, 2016

How to Fix Management Reporter (MR) After an Administrator User’s Password Changes in Windows Problem: MR users cannot access the Report Designer from their workstations and the administrator can no longer log into the Configuration Console.  This is due to an issue where the Administrator user…

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Staying in Balance Between Cash Manager and General Ledger

Posted by Tiffany Bennett, Senior Consultant on July 5, 2016

Using Cash Manager in Microsoft Dynamics SL is a great way to manage your bank accounts.  Sometimes, it becomes out of balance from the General Ledger.  Users must be extremely careful when entering any transaction in any module to a Cash Account. When entering transactions, be sure to…

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Management Reporter 2012 Not Connecting to Microsoft Dynamics GP & SQL Server 2016

Posted by Brandon Richards, Implementation Manager on July 1, 2016

Problem: While working on a recent customer project, we ran into an error trying to get MR 2012 CU15 working with Dynamics GP 2016 and SQL Server 2016.  "Couldn’t retrieve the list of available databases.  The connection attempt failed." This occurred after MR services were installed and working, and…

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Will We See You at the Dynamics SL User Group Conference?

Posted by Jen Bieker on June 30, 2016

Join Crestwood for 3 days in beautiful, sunny San Diego, California at the best conference around for Dynamics SL. The Dynamics SL User Group (DSLUG) Fall Conference 2016       September 28-30, 2016      Paradise Point Resort & Spa      San Diego, CA   …

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Microsoft OneNote & Dynamics CRM – A Winning Combination

Posted by Jen Bieker on June 29, 2016

You're unique. And you need a slick set of business tools that works the way you do. OneNote is my new favorite, and here's why it will be yours too. Tired of typing and feel like using a pen today? Need to grab a few images or clip…

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Company Data Archive (CDA) Crestwood Makes It Work for You!

Posted by Mike Giuffre on June 27, 2016

Are your reports getting slower and slower? Does it take forever to lookup customer information? Chances are it is time to clean up your database! It’s easy to get complacent and let your data accumulate in Microsoft Dynamics GP.  In fact that’s a major advantage…

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Sales Holds in Microsoft Dynamics GP

Posted by Mike Giuffre on June 27, 2016

Here is a handy tip from our Crestwood Consulting Team, how to set up a sales hold in Dynamics GP. This feature is often overlooked in Dynamics GP but can be very helpful.  This article will walk through the steps on how to setup, define, and apply holds to…

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Correcting Journal Entries in Microsoft Dynamics GP

Posted by Misty Galbreth, Support Analyst on June 27, 2016

Everyone’s done it.  You’re reviewing your financials or reconciling your books for the month and you find an entry that is incorrect or doesn’t belong at all.  The questions is, what do you do to easily fix that entry?  If it…

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