The Crestwood Associates Company Blog

Read about our latest insights and the latest Microsoft innovations

Understanding Security Hierarchies in Management Reporter

Posted by Tiffany Bennett, Senior Consultant on September 26, 2017

Management Reporter (MR) has many different levels of security, to restrict users to specific companies and reports.  Understanding how they work will make it easier for setting up users and distributing reports. User Security – To get started, set up users and assign them company access under the Security…

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Multi-faceted Security – Dynamics 365 | Security Series

Posted by Brenda Senger on September 14, 2017

Dynamics 365 has some great tools to allow organizations to own and define their security levels. It all starts with business units - business units are the foundation of D365’s security structure. Out of the box, your organization has a root business unit and from here, you can…

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The Truth Behind Sales Tax Audits

Posted by Jen Bieker on September 13, 2017

Repost from Avalara With the myriad of responsibilities involved in running a successful business, it should come as no surprise that preparing for a sales and use tax audit is not exactly a high priority or favorite topic of conversation among business owners. There are only so many hours in…

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Dynamics GP Database Phased Approach Migration

Posted by Jen Bieker on September 12, 2017

A phased migration approach of Microsoft Dynamics GP & CRM from on-premise to the cloud and upgrades at the same time, worked great for a recent client.  With many databases, users, integration, and complexity, this phased migration approach ensured success of the project and end user support.  Read…

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Dynamics GP: How to Back Out & Correct Journal Entries

Posted by Georgia Stewart on September 12, 2017

“How can I correct an entry that is already posted in the GL in Dynamics GP?” Dynamics GP does not allow you to correct or void a GL entry that is posted. You need to enter a new journal entry, reversing the previously entered one. Dynamics GP provides…

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Importing GL’s to Acumatica – Duplicate Screen ID’s

Posted by Guillermo Pineda on September 11, 2017

Don’t run into conflicts with Screen ID’s when importing GL’s into Acumatica.   When you export the GL from a source company as an XML file, it includes the Screen ID that was automatically assigned by the system.  Then, when you import the…

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Scrolling Window Link Table Not on Form ERROR

Posted by Kraig Kumlin, Sr. Support Analyst on September 8, 2017

Have you even been working in Dynamics GP and encountered the “Scrolling window link table not on form ERROR” combined with the Unhandled Script Exception Error related to an illegal address User ID?  See below:     Some Background The reason why the errors occur is there…

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Quick Query Export to Excel Returns Fewer Rows than QQ Results

Posted by Tiffany Bennett, Senior Consultant on September 7, 2017

Have you ever found when you export a Dynamics SL Quick Query to Excel, you don’t get all the rows of data?  Here’s some general information and options to fix that problem. Overview In Dynamics SL, you can turn on paging for your Quick Query…

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Better Searching in Dynamics 365 (CRM)

Posted by Jen Bieker on August 29, 2017

Searching just got a whole lot better!  Microsoft has improved searching for all.  Search the way you want. Here’s a closer look at the different ways to search.  Quick Search Categorized Search Relevance Search Quick Search Quick search is that little box in the…

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Copying Reports and Word Templates to Create History Versions in Dynamics GP

Posted by Georgia Stewart on August 21, 2017

Download the PDF instructions  to learn time-saving ways to duplicate format changes to your other reports, historical versions of reports, and documents in Dynamics GP.  There are a couple variations on how to do this, depending if you are using the Dynamics Report Writer or Word Templates.

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