Microsoft Dynamics SL


Quick Tip: Using Dunning Letters in Dynamics SL AR Collections Manager Module

Posted by Christine Jacob, Client Account Manager on October 19, 2017

Do you have Crestwood’s add-on module, AR Collections Manager for Dynamics SL?  If not, you should see what you’re missing!  Stop searching for information and start using it with our automation collections tool. AR Collections Manager module for Dynamics SL tip: Use the Dunning…

Read More

Dynamics SL: How to Adjust the GL without Effecting the Cash Manager Cash Account Balance

Posted by Gary Korby on October 19, 2017

Many times, we get calls from clients where their Microsoft Dynamics SL Cash Manager Cash Account balance is correct but the General Ledger (GL) is off.  Here’s the simple way to fix the GL without effecting the Cash Manager cash account balance. Example: In our Dynamics SL…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More

Top 10 Reasons Your Business Should Move to the Cloud

Posted by Jen Bieker on August 16, 2017

If you haven't heard, many small and medium sized businesses have grown by moving their technology to the cloud.  Don't let technology hold you back -  cloud options increase efficiency, improve cash flow, and have many other benefits.  Here are our top 10 reasons…

Read More

Multi Company Formatting Tips in Dynamics SL

Posted by Tiffany Bennett, Senior Consultant on August 10, 2017

Many of our customers have multiple companies in Dynamics SL.  Some are in separate application databases, and some are all in one single database.  Either way, below are some tips when managing multiple companies. Companies can be color-coded.  This allows users to quickly see which company they…

Read More

Dynamics GP SSRS Report Deployment Problems

Posted by Brandon Richards, Implementation Manager on August 9, 2017

If you’re trying to deploy SQL Server Reporting Services Reports (SSRS) and it keeps failing, saying you don’t have permission, it might be because you have SQL Express.   Dynamics GP Error Message:  You do not have security access to the location where you want…

Read More