One of the exciting new product enhancements in Microsoft Dynamics SL 2018 is the Approvals function. With the simple click of a button, you can enable and customize an approvals process for A/P invoices that will allow a user or user group to quickly double-check an entry. This will automate your approval process within Dynamics … Read more
How many of you found yourself working on a document and before you know it, the application you are using crashes? You think to yourself, “Oh I hope it saved!” I’ve lost plenty of documents, countless! It’s the worse feeling in the world; all that work you put in and just like that gone! Did … Read more
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
AvidXchange, a financial technology company, has named Crestwood Associates as runner-up to their annual award of “Rookie of the Year” at their annual Partner Connect and Revolution Users’ Conference held this year in Chicago, IL. AvidXchange joined Crestwood’s list of independent software vendors in 2016. “AvidXchange is focused on the quality of the partnerships we cultivate, … Read more
Crestwood Associates has again been named to the Bob Scott’s Insights 100 Top VARs for 2018. This is Crestwood’s sixth consecutive year appearing on the list at the highest ranking yet: #36. The Top 100 resellers are chosen from organizations that sell and implement Enterprise Resource Planning (ERP) and accounting software. “We always appreciate appearing … Read more
I recently had a couple of my clients complain about their merchant services for processing credit cards in Microsoft Dynamics GP, so I decided to look at alternative solutions. Since Crestwood is part of the BDO Alliance, I asked who they might recommend. iTransact merchant services was at the top of the list. After some … Read more
Raise your hand if you have ever had problems dealing with Headers & Footers in Microsoft Word. Did you raise your hand? I know I did! My boss emailed me a couple weeks ago. “Lauren, can you remove the 3rd page? Every time I try, the footer disappears.” “Not a problem,” I replied, “see attached…” … Read more
Welcome to Crestwood’s new Productivity Tips. Every week we will look at a new feature in Office 365 and show you every day tips and tricks. I’m certain you will find lots of time savers for Outlook, Word, Excel, and PowerPoint. Microsoft Outlook’s Email Attach File Tool One of my new favorite features of … 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
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
One of the new features embedded into the social pane throughout Dynamics 365 for Sales (CRM) v9.0 is a tab called, Assistant. The Assistant makes your life easier. How? It tracks daily actions and communications for the contact or record you are on, and the system will generate an, “action card” which is designed to … Read more
Are you using CustomerSource, GPUG Dynamics GP User Group, or our Crestwood Resources to enhance your Dynamics GP experience? If you use Microsoft Dynamics GP, these are places you’ll want to bookmark! Microsoft CustomerSource provides access to documentation, the Dynamics GP support community, software downloads, and up to date information about your system. Access to … 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
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
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
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
Cases in Dynamics 365 / CRM are commonly referred to as tickets or incidents. These cases provide a way to track incidents or issues that may arise from your customers, whether they are external or internal. Cases are a full cycle entity, meaning they are used to track the process from the initial intake of … Read more
Advanced find is a powerful tool within your Dynamics 365 (CRM) system. Knowing how to use it will help you to find lists of data with specific criteria, edit that data, export, review, and so much more. You might want to print out this handy cheat-sheet and keep it on your desk. Here’s a nice … Read more
If you have an on premise database you may be curious as to how your data updates in real-time in your Power BI dashboards and reports. Instead of moving your data or constantly refreshing it, data is updated with a Power BI feature called a gateway. Types of Gateways and Features Personal Gateway Works solely … Read more
There are various ways to add a drop-down list in Acumatica. You could use the “out of the box” “Attributes” that are available for most of the entities or you can create a drop-down list field using the Customization tool. Let’s say you just want to add a field and the dropdown list will not … Read more
Many times, we think about upgrading versions of our software but just don’t take the time to do it. Don’t get caught with an unsupported version, you’ll miss out on important updates, hotfixes, and it could potentially cost you more in the end. The new version, Dynamics GP 2018, was released in December 2017, and … Read more