Microsoft Dynamics GP

Management Reporter Configuration Console Stopped Working

Posted by Brandon Richards, Implementation Manager on October 18, 2017

Problem: I ran into a unique issue today.  A client had reset their SA password, and after doing so, they could no longer login to Dynamics GP or SQL with the SA password.  The SQL SA account kept getting locked out. We determined this was being caused…

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Management Reporter (MR) - Report Definitions Missing

Posted by Sean Casey, MCTS on October 11, 2017

Have you recently performed a company import in your Dynamics system? Did your MR report definitions disappear?   Don’t worry, here’s the fix.  Follow these steps to bring back your report definitions. Log in to Report Designer and click on Company in the menu ribbon…

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Save Time with Drop Ship Blanket Purchase Orders in Dynamics GP

Posted by Georgia Stewart on October 10, 2017

If you are frequently ordering the same item from a vendor and drop shipping the order to the same customer, you need to read this! Learn how you can save time streamlining drop-ship purchases in Microsoft Dynamics GP.    Scenario: One of our clients has customers who frequently purchase…

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How to Remove the Customer Experience Improvement Program CEIP Reminder Task in Dynamics GP 2016 R2

Posted by Kraig Kumlin, Sr. Support Analyst on October 6, 2017

A customer recently asked me to remove the Microsoft Customer Experience Improvement Program (CEIP) Reminder Task from Dynamics GP 2016 R2.  Every time she logged in, the reminder popped up on her task list.  She attempted to complete and remove the reminder with no avail. What is this task? …

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Dimension Not Found Error in Management Reporter

Posted by Tiffany Bennett, Senior Consultant on October 5, 2017

If you use Management Reporter (MR) with multiple companies, you might get an error while generating reports if your companies have different: Subaccount segment descriptions in Dynamics SL Account Formats Segment Names in Dynamics GP Unlike FRx, MR uses the account segment names in the Row and Tree Definition Financial…

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DIY Dynamics GP Administration

Posted by Jen Bieker on October 3, 2017

Save time and money with DIY Dynamics GP administration. Recently, I ran a webinar with one of our senior system engineers, Brandon.  I’m not a Dynamics GP Admin, but I felt like a lot of the things he covered in this webinar I could do (if I…

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Simplify Tax Preparations with Deluxe Checks

Posted by Jen Bieker on September 28, 2017

Save time by ordering pre-formatted tax forms and checks for Microsoft Dynamics GP and Dynamics SL. Crestwood Associates has partnered with Deluxe Checks offering you a Priority Service Code on all orders of IRS-approved tax forms, checks, invoices, and more.  With this Priority code, you’ll receive special…

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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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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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