Lady and Laptop
Jen
Jen

Dynamics 365 (CRM) Features on the Chopping Block

There’s a lot of change happening with Dynamics 365 for Sales (CRM).  Make sure you’re kept up to date with what’s leaving and what’s coming.  Here are the highlights of what’s important to our clients. Deprecated features concerning end-users: Contracts, Contract Line Items, and Contract Templates Standard SLAs Mail Merge Deprecated features concerning system administrators: … Read more

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Dynamics 365 Business Central - Service Management
Jen
Jen

3 Things that will Kill Your Manufacturing Business and How to Avoid Them

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

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Computer Security
Jen
Jen

How Secure is Your Business?

When’s the last time you thought about security for your business? Or asked your IT team or partner security related questions? Are you sure you’re covered in the event something happens? How much data are you willing to lose? Maybe you are like me, not an expert in security, and not sure about what to … Read more

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Inventory Spreadsheet
Jen
Jen

Why you need to replace your inventory spreadsheet

Almost all businesses face this one critical problem: lagging productivity. We live in an increasingly automated world, and yet gains in productivity have slowed significantly. Given this environment, any company that can evaluate old, clunky processes and replace them with smarter tools that enable optimization is going to gain traction in their market. When it … Read more

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Tablet with dashboard
Jen
Jen

Getting Started with Microsoft Power BI

An easy to follow guide for beginners and end users – like me! This guide is designed for end users like me, to help you to get up and running with Power BI.  Maybe you’ve heard of Microsoft Power BI and even tried playing around with it.  However, I find if you don’t have a … Read more

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Whats new
Jen
Jen

March 2018: Power BI Reporting Updates

March was a big month of updates for Power BI.   I am really excited about some of the new additions they released.  Here are my highlights from this recent round of updates to Microsoft Power BI. Custom Report Page Tooltips (Preview Mode) What are tooltips? It’s a message that appears when a cursor is positioned … Read more

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Dynamics SL News
Jen
Jen

February 2018 Dynamics SL News

Dynamics SL 2015 Year-end Updates This has been out for a couple months, but we didn’t want you to miss the important updates. The 2017 Year End Updates includes changes for 1099 and W-2 reporting to comply with 2017 tax year regulations. Included with the update files is a technical document. TY2017YrEndUpd.pdf “Microsoft Dynamics SL … Read more

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Jen
Jen

January 2018 Dynamics SL Updates

Thanks to Jeff Suwyn for the latest news. Dynamics SL 2015 Year End Update The 2017 year-end update is available and includes changes for 1099 and W-2 reporting to comply with the 2017 tax year regulations. Download with your Microsoft CustomerSource login here. Dynamics SL Directory Find all information and content for Dynamics SL 2011, … Read more

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Jen
Jen

How to Get People to “Really” Use Dynamics 365 for Sales (CRM)

User adoption of any new system can be painful – and that’s true for Dynamics CRM too, now called Dynamics 365.  However, with Learning Paths, Microsoft has taken what was once a clunky, disjointed experience and make it slap-you-in-the-face simple. What is it? Microsoft Dynamics Learning Paths – context-sensitive, role-specific pop-ups right in Dynamics 365 … Read more

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Jen
Jen

Dynamics SL Year-End Checklist

Download our free checklist for closing 2017 in Microsoft Dynamics SL.  The checklist is full of essential information and general guidelines that can be combined with your internal company processes. Webinar & Support: If you missed our Dynamics SL Year-end Webinar on December 19th, don’t worry, you can watch the recording here. If you have … Read more

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Jen
Jen

Dynamics GP 2017 Year-end Updates RELEASED!

Get ready for year-end 2017 with Microsoft Dynamics GP – the year-end updates have been released!   There have been changes in many areas including Payroll, Fixed Assets, Distribution, eConnect, and many more. 4 things to do today: Sign up for one of Crestwood’s Dynamics GP Year-end events. Email our Dynamics GP Support Team at … Read more

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Jen
Jen

Microsoft Dynamics GP 2018 Sneak Peek

Microsoft is starting to release some details about what’s new in Dynamics GP 2018, targeted to be available around the first of December, 2017. I’m getting excited for some of these features! There are five key areas of updated functionality in the new version: Doc Attach – Microsoft is calling this the “next evolution of … Read more

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