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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Acumatica Outlook Plug-In vs. Exchange Sync

Posted by Mike Aichinger on October 11, 2017

Email.  We live in it, well at least I do.  Being able to do more work within my email system is a good thing.  Acumatica now lets you do just that.  With the new Outlook Plug-In, you can: Look up a sender See history with a…

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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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Migrating to the Crestwood Cloud – How Does It Work?

Posted by Ben Borger on October 9, 2017

You may be wondering how Crestwood takes an on-premise application like the Microsoft Dynamics ERP software suite and migrates it to the cloud, maintaining business continuity during the transition, and how the move benefits your organization.  Let’s take a look at the process.   First Things First …

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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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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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Multi-faceted Security – Dynamics 365 | Security Series

Posted by Brenda Senger on September 14, 2017

Dynamics 365 has some great tools to allow organizations to own and define their security levels. It all starts with business units - business units are the foundation of D365’s security structure. Out of the box, your organization has a root business unit and from here, you can…

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Dynamics GP: How to Back Out & Correct Journal Entries

Posted by Georgia Stewart on September 12, 2017

“How can I correct an entry that is already posted in the GL in Dynamics GP?” Dynamics GP does not allow you to correct or void a GL entry that is posted. You need to enter a new journal entry, reversing the previously entered one. Dynamics GP provides…

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