Microsoft Dynamics Business Central comes with built-in light customer relationship management (CRM) capabilities as part of the Essentials license. Click here for a full overview of Dynamics 365 Business Central’s functionality. Dynamics 365 Business Central Essentials or Premium users have access to Campaign Management, Campaign Pricing, Contact Classification, Contact Management, Opportunity Management, Relationship Management, and … Read more
Acumatica web-based ERP provides the robust dashboard capability that most Clients demand. Dashboards provide access to real-time information in consumable bites. You can view dashboards when you log into Acumatica through your web browser or view them on the Mobile App. So how do you move away from reporting and make this powerful tool work … Read more
This January, Acumatica held its largest Summit to date with over 1,400 customers and over 85 Independent Software Vendors (ISVs). For those of you that were not able to attend, they released Acumatica’s latest version, 2019 R1. Here are the highlights of some of my favorite new features! Platform Usability Upgrades Multi-factor authentication Branch … Read more
Acumatica can help your business refine your purchasing process to reduce unnecessary spending and to simply have better controls through their Advanced Distribution Suite. With this suite, your team can easily manage purchasing from requests to receipt. Acumatica Advanced Distribution Suite – Requests It simply begins with an employee entering a request for an item. … Read more
We are excited to give you a preview of some of the new features in Crestwood AR Collections Management for Microsoft Dynamics SL 2018. In addition, this functionality will be available as a Feature Pack for SL 2015 Users! Attach Statements to Emails – When you are mass producing Dunning Letter emails you will now have … Read more
Our clients often ask about the best data integration options with Dynamics GP. While every client’s business requirements are different, there are still several best practices that our team considers when working with our clients. First, we always make sure that we understand the business requirements for the integration. This includes setting short-term and long-term … Read more
Welcome back to the second part of my Distribution Series blog. If you missed “Part 1: WMS – Which Management System & Where to Begin?” don’t worry, here’s the link. In part 2, I am going to expand into more detail on some of the Warehouse Management Solution features you need to think about specific … Read more
I work with quite a variety of businesses that all use Acumatica Distribution in their own unique way. This is the first in a series of blog posts showcasing numerous technology needs of companies I’ve worked with that are manufacturing, assembling, or distributing products. Part 1: WMS – Which Management System & Where to Begin? … Read more
Do you receive checks from one customer to pay for multiple customers in Microsoft Dynamics SL? Maybe you simply wish the Payment Application Screen in Dynamics SL was more user friendly? Then consider Crestwood’s National Accounts Module for Dynamics SL. We make payment application easy by adding in multiple sort options and an Auto-Apply feature. … Read more
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 Letter Generation screen for a list of daily collections activities – keyword … Read more
Check out all the new, time-saving features in Acumatica 6.x. No matter what industry you’re in, there’s something new in Acumatica for everyone. Finance Distribution CRM And in the platform Here’s a highlight of Acumatica new features we know you’ll want to have: Finance: Approval of Accounts Payable Documents – Set single or multiple approvals … Read more