Training


Missing Document Attach Paper Clip in Dynamics GP

Posted by Brandon Richards, Implementation Manager on September 26, 2016

We recently assisted a client with an upgrade to Microsoft Dynamics GP 2016.  One of the new features they were excited to use was the Document Attach functionality within various areas of Dynamics GP.  However, during testing, we discovered that the Doc Attach paper clip icon was not…

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Reconcile a Sub-ledger to the General Ledger (GL) in Dynamics GP

Posted by Georgia Stewart on September 21, 2016

Each month our support team receives calls for assisting customers with reconciling a sub-ledger to the General Ledger in Microsoft Dynamics GP. Here are some tips to help you with the reconcile process: Run the Historical Aged Trial Balance for Payables or Receivables (Reports > Purchasing (or Sales) > Trial…

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SmartList Builder Error When Upgrading Dynamics GP

Posted by David Gigear, Senior Consultant on September 21, 2016

Recently, we were upgrading a client from Dynamics GP 2010 to Dynamics GP 2016.  When we added in SmartList Builder to Dynamics GP 2016, we encountered an error.  Every time users started Dynamics GP and tried to use SmartList Builder, they received the following pop-up message and could not use it. …

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Next Check Number Field in Microsoft Dynamics GP

Posted by Misty Galbreth, Support Analyst on September 21, 2016

The Next Check Number field can be a misunderstood part of Microsoft Dynamics GP.  If not set up properly, you may eventually get check number results that do not make sense, or it may appear as though Dynamics GP is not functioning properly.  Let me explain. The path…

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Acumatica Tricks and Tips: Re-planning Back Orders

Posted by Mike Aichinger on September 2, 2016

In Acumatica, you have the ability to create Back Orders for partial shipments of goods. Orders that are a partial shipment will create a back order.  We often get questions on how best to keep track of the back orders.  There are two ways to ensure visibility into…

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Using a SmartList in Microsoft Dynamics GP to Find out Who, What, and When

Posted by Jason Barton, Project Manager on August 4, 2016

Who, what, and when are the most commonly asked questions for our Dynamics GP support team. Who is the vendor or customer for an entry? What user posted a transaction? When was it posted? We are going to share our secret with you.  To find out the answers, just…

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Easy Goal Management for Your Sales Team

Posted by Jen Bieker on August 1, 2016

One of the more powerful features that is underutilized in Microsoft Dynamics CRM is the use of goals.  Goal management helps keep you and your team on track with objectives and gives you some great insights into your data. For example, our organization tracks software sales by quarter.…

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Users and Administrators Can No Longer Log into Management Reporter:

Posted by Tiffany Bennett, Senior Consultant on July 6, 2016

How to Fix Management Reporter (MR) After an Administrator User’s Password Changes in Windows Problem: MR users cannot access the Report Designer from their workstations and the administrator can no longer log into the Configuration Console.  This is due to an issue where the Administrator user…

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Will We See You at the Dynamics SL User Group Conference?

Posted by Jen Bieker on June 30, 2016

Join Crestwood for 3 days in beautiful, sunny San Diego, California at the best conference around for Dynamics SL. The Dynamics SL User Group (DSLUG) Fall Conference 2016       September 28-30, 2016      Paradise Point Resort & Spa      San Diego, CA   …

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Microsoft OneNote & Dynamics CRM – A Winning Combination

Posted by Jen Bieker on June 29, 2016

You're unique. And you need a slick set of business tools that works the way you do. OneNote is my new favorite, and here's why it will be yours too. Tired of typing and feel like using a pen today? Need to grab a few images or clip…

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