Showing archived posts for: April 2014


3 Time Saving Tricks for Dynamics CRM 2013

Posted by Jen Bieker on April 23, 2014

Do you know how to create shortcuts, use the pushpins, and view recently opened items in CRM 2013? Here are 3 user time saving tips you can use in Dynamics CRM 2013. 1.  Create Shortcuts to things you use daily in CRM STEPS: Navigate to the item in CRM you want to create…

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Are You Listening to What Your Customers are Saying Online?

Posted by Jen Bieker on April 17, 2014

In today’s market, people are sharing more than ever online.  Social media has changed the way people connect, discover, and share information.  It provides great marketing opportunities -   reach broader audiences, target specific demographics, it’s fast and easy, and doesn’t…

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CRM Employee Profile - Shawn Stutzman

Posted by Jen Bieker on April 17, 2014

CRM Guru and Crestwood Employee – Shawn Stutzman Meet Shawn, he’s been with Crestwood Associates for almost 2 years now.  He has a lengthy background in Dynamics CRM and also specializes in integrating CRM with Dynamics GP & SL.  I got the chance to talk with Shawn …

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Using Prepayments in Dynamics GP 2013

Posted by Georgia Stewart on April 2, 2014

Here's a quick 'how-to' on using prepayments in Microsoft Dynamics GP 2013. The Purchase Order Processing Setup window has a setting to allow prepayments and to assign a default prepayment posting account. You can also set up a Prepayment Password that will be required whenever a prepayment is entered on a…

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