Cloud Distribution
Jen
Jen

8 Ways to Know Your Cloud ERP will Enable Real-time Visibility for Distribution Companies

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

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SSRS Reports in Dynamics 365
Jen
Jen

Speed Up Your Dynamics 365 Custom SSRS Reports

Here’s a quick and great way to speed up your reports – enable pre-filtering in Microsoft Dynamics 365.  Pre-filtering is a feature that allows users to restrict the parameters of the data they are grabbing. It leverages the Microsoft Dynamics 365 Advanced Find filtering.  For example, you may want to enable pre-filtering when running a … Read more

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Dynamics 365 Portal
Jen
Jen

How to Set Up a Microsoft Dynamics 365 Portal

What is a portal? A portal is a website you can customize for your customers, partners, or employees. It is connected to your Microsoft Dynamics 365 environment so users are able to externally: Submit and review cases or knowledge articles Create and review sales opportunities Utilize forums for discussions, questions, or suggestions Can you envision … Read more

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Payroll Tax form
Jen
Jen

Tax Time: New Filing Requirement for Wisconsin Businesses

The Wisconsin Department of Revenue has a new requirement for wage payers and information filers for 2018.  Yes, any employers and payers doing business in Wisconsin are required to file wage statements (W-2s) and information returns (e.g.,1099-MISC) with the Wisconsin Department of Revenue (DOR); however, for 2018, there is a new requirement. New Requirement:  If … Read more

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Dynamics GP Training Video
Jen
Jen

Videos: Microsoft Dynamics GP Training

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

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Dynamics 365 Business Central
Jen
Jen

Dynamics 365 Business Central – The Perks of the Financial Management Module

What is Dynamics 365 Business Central, again? Microsoft Dynamics 365 Business Central is Microsoft’s subscription-based ERP solution that provides a full range of accounting and operational functionality. For more details about the product as a whole, check out this blog post and intro video. One of the most important pieces of any ERP system is the … Read more

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ERP ROI
Jen
Jen

AWS and Acumatica: The ROI of Modern Cloud Solutions

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

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Dynamics GP 2018 R2 New Features
Jen
Jen

Dynamics GP 2018 R2 New Features

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

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7 Cloud Pitfalls
Jen
Jen

Avoid the Pitfall of Thinking that Customizations and Integrations Won’t be an Issue

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

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Calendar
Jen
Jen

Field Service Schedule Board: Personal Views and Security (Dynamics 365 for Sales)

The Field Service Schedule Board in Dynamics 365 for Sales (CRM) provides an easy-to-see look at resource availability, current bookings, available time slots, and more. When setting up the Schedule Board, you can (and should) configure your preferences for sharing with others in your organization. Within the Schedule Board, when you create a new view … Read more

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acumatica construction edition
Jen
Jen

Introducing Acumatica’s Construction Edition

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

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Relationship Assistant
Jen
Jen

Integrating OneNote with Dynamics 365 for Sales

Did you know that you could integrate OneNote with your Dynamics 365 environment? This will allow you to easily access a OneNote notebook directly from the 365 dashboard, adding additional functionality that the Customer Notes feature in 365 doesn’t support. You can easily share customer notes, and add images and drawings. Requirements: D365 Online version … Read more

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