Our very own MVP Acumatica Developer, Joe Jacob, recently published a guide to help all you developers convert Dynamics SL over to the Acumatica xRP Cloud Platform. “Joe’s Guide offers a quick reference for those already familiar with the Dynamics SL SDK and are new to the Acumatica development platform. This guide will help direct … Read more
Customer Relationship Management software is one of those necessary products for businesses, but finding the right one for yours is rarely an easy task. Whether you’re in the market for new CRM, are considering a change alongside another business management solution like ERP, or just looking to understand what options are available, it’s important to … Read more
Salesforce and Acumatica have spent the better part of their history in opposition to each other. Salesforce, touted by many as the first SaaS cloud product on the market, has delivered customer relationship management solutions via the internet for the last two decades. Acumatica, on the other hand, launched in 2008 to deliver a suite … Read more
For too many businesses, the payment process is flawed—64 percent of B2B payments are still made with checks according to industry magazine PYMNTS.com. In the B2B world, paper is still present in the beginning, middle, and end of the payment process. From increased time it takes to process and pay a paper invoice using a … Read more
Ransomware Attack Have you ever encountered a ransomware attack? It’s not good. Here’s a true story. A Crestwood client was the victim of an attack. Their on-premise servers got rooted badly, they even encrypted all the backups. The attackers were demanding over $100,000 to get back their information. What would you do? The client decided … Read more
Save time by ordering pre-formatted tax forms and checks for Microsoft Dynamics GP and Dynamics SL. Crestwood Associates has partnered with Deluxe Checks offering you a Priority Service Code on all orders of IRS-approved tax forms, checks, invoices, and more. With this Priority code, you’ll receive special offers, discounts, and ease of ordering Dynamics related … Read more
Distribution businesses need real-time visibility into sales, order management, inventory, purchasing, production and services—and accounting information. Customers and employees now expect to have complete information at their fingertips. Maybe you’re considering a new or upgraded ERP system? Cloud solutions can help, but only if they’re built the right way. Do you know the difference between … Read more
Crestwood Associates recently attended the 2019 Acumatica Summit and WOW, what a great week! Here are some of our highlights: We spent lots of face time with our clients, peers, and experts Christine and I attended the sold-out “Women in Technology” Luncheon We learned about great features in the new release of Acumatica 2019 R1 … Read more
We want to make sure you get the most out of your Microsoft Dynamics GP system. Crestwood Associates holds free, monthly webinars on various Dynamics GP topics. Here are some of our recent recordings. If you’re interested in attending our webinars, you can register here for our upcoming sessions. Need more help with Dynamics GP? Email our … Read more
Some businesses experience that holiday season lull, but not Crestwood Associates. It was all hands on deck to roll out seven – yes, seven – new Acumatica implementations in December and the beginning of January. Wow, we were busy. Kudos go out to our incredible team of rock stars! Each one of our clients had … Read more
Get a Head Start on Year-End 2018 Start early and make 2018 a little easier. Here’s a checklist to get a head-start and prepare your Dynamics GP system for year-end. System Review: Be sure that your Backups are working correctly, and test the Restore process prior to Year-end. Not sure how to do this? Just … Read more
The choice to upgrade to a modern cloud solution from a legacy system is imperative if a business wants to thrive. But such a significant investment of time and money should be researched thoroughly and most probably will require evidence of your Return on Investment. Acumatica’s Whitepaper, ROI Analysis of Replacement ERP, provides the tools for … Read more
Repost from Avalara Economic nexus is here. Is your business prepared? Before the Supreme Court of the United States issued its ruling in South Dakota v. Wayfair, Inc. (June 21. 2018), states could only tax sales by businesses with a physical presence in the state. Wayfair changed that long-standing rule. The court found the respondents’ … Read more
The new release of Microsoft Dynamics GP 2018 R2 is full of customer-suggested improvements, new features, and Roadmap items. Thank you to everyone for submitting ideas to make Dynamics GP even better. The new version is out on October 1st – here are some of the features we are excited about: Financial Enhancements Exclude items … Read more
Acumatica has proven their commitment to their customers again, this time two – fold. New Release – Acumatica 2018 R2 First, with their recent release of Acumatica 2018 R2, Acumatica took ideas submitted by end-users and developed them into enhancements and tools in this new release. These new features address three specific areas: Customer … Read more
Keeping up with technology is never-ending, and it can be difficult and costly. But it doesn’t have to be. More and more businesses are choosing to simplify, protect, and secure their business systems by moving to the cloud. Click to download the free whitepaper: 7 Pitfalls to Avoid as You Transition Business Software to the … Read more
If you are looking to power your digital transformation, look no further. Microsoft has published the release notes for the next big Dynamics 365 update in October 2018. There are so many new features and enhancements, I almost don’t know where to start. If you are looking for something specific, here is the link to the full … Read more
I was invited to attend Acumatica’s Construction Edition Partner Meeting in sunny Miami Beach. It was a great opportunity to meet many of the innovative executives, developers, and programmers behind the new Construction Edition of this ERP software. Their pride and enthusiasm was contagious. They showed software demonstrations and shared stories of their journey into … Read more
Now that you’re using a Refreshable Data Connection between your Microsoft Dynamics GP system and Excel, you might find that you’re missing a field or two. It’s not as hard as you’d think to edit the data connection and add in those missing fields. I’ll explain how. If you’re not using this feature yet, you … Read more
Crestwood’s Story: The Beginning Together, Brian McGuckin and Tim Thompson founded Crestwood Associates back in 1998. Tim and Brian first meet when they both worked at Ernst and Young. Approximately a year later, they decided to start their own business out of a 3 flat in Chicago on West Waveland. Crestwood became a Great Plains … Read more
We get a lot of questions in regards to check printing. Here are four helpful tips: The AP Payment Selection screen is a utility to populate the values in the AP Edit/Select Documents for Payment screen. Use the “Payment Selection” screen when you are trying to select documents by Pay Date, Batch Nbr, or other … Read more
Do you dread year-end in Dynamics GP? If so, do these tasks monthly and you can make year-end a breeze. By following these guidelines, you will keep things in Dynamics GP clean and ready, so when you get to year-end, the process will be much easier. Follow the checklists in Dynamics GP or print out … Read more
We’ve been waiting for what seems to be a very long time for a Power BI Dynamics GP Content Pack. The wait is OVER! This Power BI Content Pack includes pre-built reports for your Dynamics GP data on: Financials Sales Purchasing Inventory This content pack helps you with the relationships between your Dynamics GP data, … Read more
Manufacturing and distribution businesses drive most of their profits from their inventory. That means inventory management and replenishment should be key areas of concern to maintain a healthy, thriving business. Using inadequate tools like spreadsheets, don’t give you the ability to control your inventory correctly. Here are the three key issues that businesses like yours … Read more