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
Presented by Jeff Suwyn, Microsoft Dynamics SL Marketing Manager Log into Microsoft CustomerSource for more information, details, and full access. Introduction to Dynamics SL 2015 This video is a high-level overview of what Dynamics SL 2015 has to offer. It includes basics concepts used in the application. Part 1 Part 2 Financials in Dynamics … Read more
Crestwood Associates is humbled and honored to be the recipient of multiple awards and accolades at the Acumatica Summit in Nashville last week. Not only did our team receive reward and recognition, but our client, XByte Technologies, won Acumatica Customer of the Year. Here’s a quick look at the entire list of Crestwood wins. Customer … Read more
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
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
Did you know, on average, our customers save 20% annually by moving to the cloud? Our Crestwood Cloud Services expert, Jason Sheaffer, has helped many businesses switch to the cloud and save money. He has shared all the information you need to know when making decisions about the cloud for your business. In this 3 … Read more
Sometimes you need to know what access users have in Microsoft Dynamics GP. Maybe for an audit or just a routine cleanup of your system. Luckily, there are some pre-loaded or ‘canned’ reports in Dynamics GP that you can use. How to Access the User Security Reporting: To access the User Security reports, you first … Read more
Crestwood has been named to the 2017 Bob Scott’s VAR Stars list for the fourth year in a row. The list, which has been published since 2009, touts a variety of high profile firms and recognizes factors such growth, industry leadership and recognition, and innovation. “Each year, 100 VAR Stars are picked from the best … Read more
Are you using Microsoft CustomerSource to enhance your Microsoft Dynamics SL experience? If not, you’re missing out on some great features! This is the place to go for access to documentation, the Dynamics SL support community, software downloads and up-to-date information about your system. Access to Microsoft CustomerSource is covered by your annual enhancement plan. … Read more
Microsoft Power BI – it’s been the buzz for a while now, but maybe you haven’t found the time to dig through all that information and try it out yet. We get it; there is so much out there that it can be overwhelming. Download our free Power BI Training Resources, packed full of links … Read more
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
Have you found yourself spending hours preparing detailed reports for a Board meeting only to have them glanced at and tossed aside? Yeah, us too. So we thought we would put together our top tips that will ensure your reports are the highlight of the meeting. Tip #1 Know Your Board Most boards bring a … Read more
Before Closing Your Year, Check Your Account Posting Types Closing a fiscal year in Microsoft Dynamics GP when you have a General Ledger Posting Type marked incorrectly can be a hassle. Either you have a Balance Sheet account marked as Profit & Loss or you have a P&L account marked as a Balance Sheet account. … Read more
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
Recently, we experienced this issue internally at Crestwood. When employees installed the recent, October 2017 Microsoft Outlook Security Update, it broke the Microsoft Dynamics 365 or CRM Outlook Client. Problem: After installing the recent Outlook Security Update, when you attempt to get to your CRM information via Outlook it remains blank and then you get … Read more
We are excited about the fall release of Acumatica, available the week of October 9th, 2017. There is a ton of increased functionality and productivity. Here’s my shortlist of favorite items: New User Interface – you have to see it! It’s more flexible, configurable, and personalized for the end user. For example, in the left-side navigation … Read more
Dynamics 365 has some great tools to allow organizations to own and define their security levels. It all starts with business units – business units are the foundation of D365’s security structure. Out of the box, your organization has a root business unit and from here, you can add more business units if you want. Why … Read more
Repost from Avalara With the myriad of responsibilities involved in running a successful business, it should come as no surprise that preparing for a sales and use tax audit is not exactly a high priority or favorite topic of conversation among business owners. There are only so many hours in a day, and many companies … Read more
Crestwood implemented a phased migration approach of Microsoft Dynamics GP & CRM from on-premise to the cloud and upgrades at the same time and it worked great for a recent client! With many databases, users, integration, and complexity, this phased migration approach ensured success of the project and end user support. Read more about the … Read more
What’s new with your business? If it’s any of the below, then congratulations are undoubtedly in order. And, while we certainly don’t want to put a damper on the wrap party for your latest launch, we do want to pipe in with a quick tax-wise nugget: New business growth often leads to new sales and … Read more
Searching just got a whole lot better! Microsoft has improved searching for all. Search the way you want. Here’s a closer look at the different ways to search. Quick Search Categorized Search Relevance Search Quick Search Quick search is that little box in the upper right corner of all the grids. It searches in all fields … Read more
If you haven’t heard, many small and medium sized businesses have grown by moving their technology to the cloud. Don’t let technology hold you back – cloud options increase efficiency, improve cash flow, and have many other benefits. Here are our top 10 reasons why your SMB needs the cloud: 1. Work from Anywhere: and from any … Read more
Every department has tasks they perform on a regular basis and steps and procedures they will need to follow in order to perform the tasks accurately and ensure no tasks are missed. It is common for each department to create their own written steps and manually check them off as tasks are completed. Users can … Read more
Mekorma users are experiencing an issue where previous builds are not compatible with the Microsoft .Net Framework 4.7 and Windows 10 Creator updates. The two common behaviors you may encounter exhibiting this problem include: Security warning stating users are not authorized to print out of checkbooks. Warning: Unhandled object exception: The parameter is incorrect. Microsoft … Read more