Microsoft Dynamics SL

Management Reporter Headers in Excel

Posted by Misty Galbreth, Support Analyst on July 17, 2017

Have you ever noticed that when you download Management Reporter (MR) reports into Excel, the headers don’t show up at all in the Normal View, or the headers only show up in the Page Layout View?  If the Page Layout View in Excel is not to your…

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Dynamics SL - Employee Maintenance Comment Field

Posted by Gary Korby on July 12, 2017

When you upgrade to Microsoft Dynamics SL 2015, you will notice a Comment field in the Employee Maintenance window.  Why?   This field is used for audit tracking purposes.  It turns into a required field whenever the Pay Info and Deductions tabs are updated for an employee. Here…

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Dynamics SL Batches are Taking a Long Time to Release – What Can I Do?

Posted by Michael Broadmeadow, Senior Support Analyst on July 5, 2017

I recently had a customer call me and describe that their batches were taking a long time to release in Microsoft Dynamics SL.  They have Cash Manager installed and configured properly, but any batches in Cash Manager, Check, or AP Payments, were taking forever to release. They even tried…

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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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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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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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Using Credit Memos in Dynamics SL Accounts Receivable

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

Use Credit Memos in the Microsoft Dynamics SL AR module to reduce the amount of a customer’s invoice or to reverse a customer’s invoice.  Below are the steps to enter and apply a Credit Memo to a specific invoice. First, enter the Credit Memo in…

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Error 5003 when logging into Dynamics SL – Common Fixes

Posted by Tiffany Bennett, Senior Consultant on June 7, 2017

One of the most common workstation errors we see is the 5003 error, when the user cannot access the SQL server and Dynamics SL databases.  Here is a list of common resolutions: Verify the server name field of the Domain table is valid. If using Windows Authentication, verify the user…

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Using Professional Services Tools Library (PSTL) To Change Key Fields in Dynamics SL

Posted by Tiffany Bennett, Senior Consultant on June 6, 2017

With the release of Dynamics SL 2011 and greater, Microsoft includes a free tool to change key fields in the SL database.  It’s called PSTL (Professional Services Tools Library).  You can use this tool to modify or merge Vendor IDs, Customer IDs, Inventory Items, Accounts, Subaccounts, and…

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