The Crestwood Associates Company Blog

Read about our latest insights and the latest Microsoft innovations


GL Edit Report does not Filter by Period in Dynamics SL 2015 CU1

Posted by Jen Bieker on August 23, 2016

In Dynamics SL 2015 CU1, the GL Edit Report does not filter by the entered Period to Post range.  No matter what range you enter, you get all batches from the date you started using Dynamics SL.  This is due to Bug #34558, which will be corrected in Dynamics SL 2015…

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Monthly Maintenance Tip for Dynamics CRM – Bulk Delete

Posted by Jen Bieker on August 23, 2016

Just like a car, Dynamics CRM needs a bit of maintenance once in a while to keep running smooth and fast.  One thing you can do on a recurring basis is to clean out old and unused data with the bulk delete tool.  You might use it to…

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System vs. Personal Views in Microsoft Dynamics CRM

Posted by Brenda Senger on August 22, 2016

Whether system or personal, a view is a grid with records listed in it with specific column headings.  Many views come out-of-the-box with Dynamics CRM.  However, there are times that you’d like additional or different columns to look at.  This is when it’s…

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Using the Schedule Assistant and Bookable Resource Groups in Dynamics CRM Field Service 2016

Posted by Brenda Senger on August 22, 2016

Along with the newest roll­­out of Field Service in Dynamics CRM 2016 came quite a few changes.  One big change we’ve been helping our clients with is how to create bookable resource groups and how those groups appear in the schedule assistant. Bookable Resource Groups…

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Management Reporter Updates After Changing the SA Password

Posted by Sean Casey, MCTS on August 19, 2016

If you change the password for the sa user in Dynamics GP, you must make sure you also update the Management Reporter (MR) Configuration Console or everyone will be locked out of MR. How to update MR: Access the server where the MR configuration console is installed. Start the MR…

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Get a List of Users and Access for Your Dynamics GP System

Posted by Misty Galbreth, Support Analyst on August 19, 2016

Sometimes you need to know what access users have in Microsoft Dynamics GP.  Maybe for an audit or just a routine cleanup of your system.  Luckily, there are some preloaded or ‘canned’ reports in Dynamics GP that you can use.  How to: To access the…

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Importing Budgets from Excel into Dynamics SL

Posted by Tiffany Bennett, Senior Consultant on August 18, 2016

Entering budgets directly into Dynamics SL can be a timely and tedious task, as you have to enter budgets one account or subaccount at a time.  To save time (and your sanity) it’s easiest to enter the budget information into Microsoft Excel, in the proper Dynamics SL…

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How to Attach Documents in Microsoft Dynamics SL

Posted by Tiffany Bennett, Senior Consultant on August 18, 2016

Attachments can be very helpful within SL screens.  For example, you can attach a file that contains a vendor’s invoice to its corresponding Accounts Payable voucher.  Or, you can attach a vendor’s contract to their Vendor record.  No matter what you attach,…

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Using a SmartList in Microsoft Dynamics GP to Find out Who, What, and When

Posted by Jason Barton, Project Manager on August 4, 2016

Who, what, and when are the most commonly asked questions for our Dynamics GP support team. Who is the vendor or customer for an entry? What user posted a transaction? When was it posted? We are going to share our secret with you.  To find out the answers, just…

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Easy Goal Management for Your Sales Team

Posted by Jen Bieker on August 1, 2016

One of the more powerful features that is underutilized in Microsoft Dynamics CRM is the use of goals.  Goal management helps keep you and your team on track with objectives and gives you some great insights into your data. For example, our organization tracks software sales by quarter.…

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