Microsoft Dynamics SL

How to Remove the Customer Experience Improvement Program (CEIP) Reminder in Dynamics SL

Posted by Christine Jacob, Client Account Manager on November 20, 2017

Our dedicate support desk recently received an inquiry asking how to remove the Microsoft Customer Experience Improvement Program (CEIP) reminder from Dynamics SL.  Every time this user logged-in, the reminder popped up on her task list.    What is this task? When you install Microsoft Dynamics SL, it…

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Variance Presentation in Management Reporter

Posted by Gary Korby on November 15, 2017

In your Management Reporter (MR) reports, have you experienced an issue where the favorable or unfavorable variance amounts between actuals and budgets in an income statement aren’t presented correctly?  A favorable sales variance may be incorrectly presented as a negative amount and the expense may be presented…

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The #1 Hack to Get More from your Work Day

Posted by Joe Jacob, Senior Developer on November 3, 2017

There are tons of articles on the internet about multi-tasking, and we all do it to varying degrees. However, the research, not to mention common sense, points to the fact that you are better off focusing on one task at a time.  Clutter is the Mind Killer Have you…

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Speed Up your SQL Queries with These Tips & Tricks

Posted by Brad Trevaskis on October 20, 2017

The Crestwood Development staff had a recent team sharing session.  One of the things they went over were some great tips and tricks for SQL that we thought you might enjoy too. Index-Friendly Operators If you have indexes in your databases, using index-friendly operators can speed up searching. …

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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…

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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…

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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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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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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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