Support


Dynamics 365 CRM & Outlook Error after Installing October 2017 Microsoft Outlook Security Update

Posted by Brenda Senger on October 20, 2017

Recently, we experienced this issue internally at Crestwood.  When employees installed the recent, October 2017 Microsoft Outlook Security Update, it broke the Microsoft Dynamics 365 or CRM Outlook Client.  Problem: After installing the recent Outlook Security Update, when you attempt to get to your CRM information via Outlook it remains…

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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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New Changes in Acumatica Snapshot Management

Posted by Mike Aichinger on October 19, 2017

Acumatica recently release some changes when it comes to taking snapshots of your system.  At a quick glance, you now need to have everyone out of the system prior to taking a snapshot.  Here are the details:   If you have further questions or are experiencing issues, send…

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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 (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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