The Crestwood Associates Company Blog

Read about our latest insights and the latest Microsoft innovations

Editable Grids in Dynamics 365 for Sales

Posted by Brenda Senger on June 26, 2017

There’s a new Dynamics 365 feature, editable grids, which allows you to edit records from views or through a sub-grid. It’s great!  No more “read only” grids in CRM.  This new feature can enhance productivity by reducing clicks and navigation time.  Just…

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The Best Solutions for Microsoft Dynamics GP

Posted by Jen Bieker on June 22, 2017

Crestwood Associates has partnered with Alba Spectrum to bring our customers the best in Microsoft Dynamics GP solutions.  Alba Spectrum products helps you to optimize your investment by increasing efficiency, automation, and user adoption. Take a look at some of our customer favorites: Alba360 Advanced Workflow seamlessly integrates with…

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When State Auditors Head out of State

Posted by Lauren Christoff on June 21, 2017

Auditors are on the move. While most businesses expect (i.e., dread) to be audited by their home department of revenue, it often comes as a surprise to learn that state tax authorities routinely send auditors to, or hire auditors from, other states to capture unreported sales and use tax…

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How to Automate Exporting Dynamics GP SmartLists to Excel: Create an Export Solution

Posted by Georgia Stewart on June 19, 2017

Many of our clients like to export their Microsoft Dynamics GP SmartLists to Excel.  Why?  In Excel, you can easily add things like: Summary Totals Pivot Tables Charts And more However, it can become a tedious and time-consuming process if you export many SmartLists.  How to Automate…

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How to Get a New Dynamics GP Budget ID to Show Up in Management Reporter (MR)

Posted by Tiffany Bennett, Senior Consultant on June 16, 2017

It’s very common for our customers to add new budgets to Dynamics GP.  With the Legacy Provider in Management Reporter (MR), the new Budget ID would show in the Column Definition “Book Code/Attribute Category” field automatically.  With the MR Data Mart, there are…

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Crestwood Associates Named to the 2017 Bob Scott’s Top 100 VAR List

Posted by Donna Krizik on June 15, 2017

Crestwood has been named to the Bob Scott’s Top 100 VAR list for the fourth time, placing 42nd on the list.   Members of the Top 100 VARs List were selected based on factors such growth, industry leadership and recognition, and innovation. Chosen firms represent a wide range of sizes…

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eConnect & Dynamics GP Error

Posted by Kraig Kumlin, Sr. Support Analyst on June 13, 2017

There is no MTS object context (Exception from HRESULT: XXXXXXX) We have a client using eConnect to integrate truck and transportation related billing data into Dynamics GP 2013.  When they added a version of eConnect to a second machine to run the integrations, they ran into some issues.  After…

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Lock Users Out During File Maintenance in Dynamics GP

Posted by Carla Duquette on June 13, 2017

There are many instances when you need to prevent users from logging into Microsoft Dynamics GP.  For example, File maintenance Year-end close No problem.  Dynamics GP comes with a tool to take your company offline, which prevents users from logging in. Here’s how: Log into Dynamics…

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Oh My, How You’ve Grown! Excessive File Size Growth in Management Reporter (MR) Database

Posted by Kraig Kumlin, Sr. Support Analyst on June 13, 2017

Has your MR database gotten so big it’s out of hand?  I recently encountered issues relating to the excessively large size of Management Reporter (MR). So, I wanted to remind everyone of the importance of maintenance of your MR system, and associated data sets. Here are my…

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Using Templates for Reports in Dynamics SL

Posted by Tiffany Bennett, Senior Consultant on June 8, 2017

With Dynamics SL reports, users can save templates of their report options.  They can use these templates the next time they run the same report, so they do not need to set the options back up each time.  Some examples are: Running an AP Check Register for a…

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