Microsoft Dynamics GP Support: Migrate to Acumatica or Business Central One great aspect of the tech world is the constant innovation. Not content to rest on their laurels, developers are always seeking to upgrade and optimize the products we utilize in both our businesses and personal lives. But this commitment to innovation can be a … Read more
How much does Acumatica cost? Acumatica ERP is not a one-size fits all solution. Unlike many other ERP software applications that charge per user, Acumatica charges on a consumption basis. I’m Christine, an Account Executive here at Crestwood Associates. As an Acumatica Gold Certified partner and reseller, I am here to help you determine if … Read more
Are you using the Acumatica Customer Portal or Open University? Have you signed up for the new Acumatica Community Portal? Acumatica has launched their new Community website to bring communication together in one location to help to support users in a more streamlined fashion. If you do not have a Customer Portal login already, you … Read more
The end of the year is fast approaching – do you have a plan? Acumatica 2020 R2 was launched recently, and with that Acumatica will be retiring version 2019 R1 at the end of January (January 31, 2021). [Join us on October 29th for a webinar discussing all the new features! And don’t forget that … Read more
I was on a certification training webinar with Acumatica recently, and during the meeting, the Acumatica team showed a shortcut trick that I think everyone in our community needs to know about. It’s possible that you already do, but if not, it is worth the few minutes to read. Acumatica has built many amazing inquiry … Read more
Now that we are all working remotely, we need new ways to get our job done and collaborate with our teams. This often means using our ERP solution more effectively. Today we will review the Pre-Release functionality in Acumatica Accounts Payable and how it’s used for quick AP Bill Payment. The Acumatica Accounts Payables module … Read more
During these unique and challenging times, I’ve been talking with clients on how planning is more important today than ever before, so you can be prepared. One of the topics of questions is upgrading. I had a client ask me “Why is it important to upgrade?” My first response was, “Don’t you want to protect … Read more
Acumatica is such a powerful, user-friendly platform in part because it’s so customizable for every customer’s unique needs. Whether it’s out-of-the-box functionality that just need small tweaks from experienced developers or any number of external add-on products. One of those add-on products that we recommend, and that our customers use frequently, is ShipEngine. ShipEngine allows … Read more
Recently, Acumatica announced that 2018 R1 would be “retired” and no longer supported from the Acumatica team. I have had many discussions with the clients that I manage as to what it all means to them. We have clients who have different types of deployments which can play a major part on the decision of … Read more
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
On the precipice of the next release (be sure to register for your local roadshow here), we’ve decided to take a look back at the mobile app enhancements that users have access to. Acumatica continues to get even better, and here are just a few reasons why. Acumatica Version 2018 R1 Enhanced Addition of Dashboards … Read more
Acumatica Version 2017R2 Improved Marketing Lists and Campaigns – Marketing lists and campaigns have been significantly improved, so user can more efficiently perform marketing activities, track relevant expenses and revenue, and analyze statistical information on campaigns. Opportunity Stages for Each Opportunity Class – Acumatica ERP now provides the functionality that a user can use to … 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
Are you running an old version of Acumatica? If so, you need to consider an upgrade. Acumatica stopped supporting version 6.0 at the end of January 2019. We just received notification that support will end on version 2017R2 July 31st, 2019. What does that mean for you? If you are on an Acumatica version older … Read more
My goal this year is to become more efficient. To work toward that goal, I started using a tool called Rocketbook. It’s a physical notebook that can be written in with a special pen, scanned and uploaded, then erased and reused. It allows me to take notes at client meetings, snap a picture, and then … 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 uses report templates for most of the out-of-the-box forms and reports. This makes creating new reports so much faster and more efficient. Within these templates, you can view and change the appearance settings to suit your needs. Or you can start creating a new report, then add in the template; all the formatting will … Read more
Have your voice heard for getting the product features and enhancements you want into the next Dynamics product release! As new releases of Dynamics GP come out, there are great “What’s New” blogs and documents that capture the newest product features you can take advantage of if you decide to upgrade. But are you still … 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
Acumatica Product Release Stages Acumatica’s Product Releases are designed to deliver high quality versions of the product on a predictable schedule allowing customers to stay on the most current release of the product and at the same time have ample time to preview major upgrades before going into production. Supported Releases Acumatica is constantly innovating … 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
Acumatica will be retiring the ODBC database access for all of their SaaS customers effective March 31, 2019, unless you have paid for a private cloud instance through Acumatica. Many people rely on this type of connection for reporting and integrations with legacy systems. Crestwood has options if you’re dependent on ODBC, read on. Why is ODBC … Read more
Did you know that you can use Function Keys and Keyboard Shortcuts in Microsoft Dynamics SL? You probably use several shortcuts (e.g. Ctrl+C to copy) in your everyday life, but you can even use them within Dynamics SL. Using keyboard shortcuts has many benefits, from increasing speed and efficiency, to reducing wrist strain. Click here … Read more
It’s important to understand how the CRM part of Acumatica addresses sales forecasting and opportunities. Acumatica comes out of the box utilizing a seven-step sales funnel/process. These steps are customizable to match your business needs. You can have multiple processes defined, and within each of them you can add, change, and remove stages to fit … Read more