Gone are the days of once-per-decade upgrades for Microsoft Dynamics products – Business Central is committed to twice-yearly updates called “waves.” April 1st, 2021 marks the general release of the latest wave – 2021 wave 1. Microsoft is promising to bring hundreds of new features in this release, spanning across all the Dynamics 365 applications, … Read more
The Intelligent Cloud is a wide term, used within the cloud services, but many of us with small- to medium-sized businesses (and ERP systems to match) wonder why or how we would use it? What is the Intelligent Cloud? First, the general idea of Intelligent Cloud is that the cloud technologies and applications that we … Read more
I have always enjoyed using Microsoft Outlook for the desktop but every now and then I will jump to the online version just to check out the new features released. In this blog, I’m going to show you how to quickly react to emails, use prediction text, and pin important emails. Reactions Currently, Microsoft Outlook … Read more
Sure, Tom Brady just scored his fifth Super Bowl MVP award. However, Acumatica recently announced its latest slate of Acumatica MVPs, and the Crestwood Associates team brought home six MVPs! So, who’s the real G.O.A.T.* here? This marks the second consecutive year in which Crestwood was the most awarded company; i.e. no other Acumatica partner … Read more
The trophy case at Crestwood Associates is expanding yet again. Against some stiff competition, Crestwood came out on top as Velixo’s Partner of the Year for 2020. Velixo is an award-winning provider of Excel-based reporting solutions for cloud ERP solutions, namely Acumatica. “It’s such a treat to be named Velixo’s Partner of the Year. Our … Read more
Crestwood Associates (a leading Microsoft Dynamics and Acumatica partner) is shaking up their leadership, leaving them poised for growth. SCHAUMBURG, Ill. February 12, 2021 — Among a flurry of new hires, the top of the organizational chart of Crestwood Associates is getting a makeover, as well. Most notably, a new CRO and COO. John Gabrys … Read more
Back in November 2020, I wrote a blog on how to Clean Up Your Microsoft Outlook Inbox by Creating Rules. Today, we will cover how to forward your emails in Outlook. Why would I want to forward my emails you ask? You may want to redirect emails to other email accounts to avoid missing important … Read more
Getting your entire team on board when introducing new software is always a challenge. User adoption can make or break a new system, no matter how good it is. Like ERP or CRM, no two systems are alike, so finding the best solution that will fit your business needs plus the needs of your team … Read more
Fresh off the press: here is what you need to know for January. Hopefully you’ve taken care of your 1099s and W2s, and are ready to take on 2021! U.S. Payroll Tax Update for Microsoft Dynamics GP Round 2 is here! As of January 22, all 50 states have been updated. Log into CustomerSource and … Read more
Around Summit last year, Acumatica announced a new implementation method called “FastTrack Deployment.” It was designed as a means of speedily getting a business up and running on the new system, using a series of pre-defined settings in the various modules – all at a fixed fee (more on this later). To paraphrase Todd Kuhns … Read more
Everyone will remember the year 2020 for the pandemic, but it wasn’t all bad. Crestwood has a lot to be thankful for in 2020. First, we moved to a great new office in Schaumburg, IL. Everyone is settled in and enjoying our new space. We also helped many of our clients get set up to … Read more
Let’s get personal in this blog post – in your author’s former life, I worked in a manufacturing plant. We had an ERP, too, and I had my hands in all aspects of the Warehouse Management System, from sales order processing to shipping/receiving to purchasing to payables/receivables (those reports don’t write themselves!) While interfacing with … Read more
Have you ever found yourself scrolling through hundreds of pages searching for specific information? Keyword searches are time consuming and do not necessarily locate what you need. So, how do you manage to find that info? The answer, you build a Table of Contents (TOC). In my previous blog, I talked about adding Styles to … Read more
Recently, I was assigned a project to format one of our product training manuals. Being a desktop publisher for over 20 years, my first initial thought was: Oh my! Who created this mess? The table of contents was broken, fonts were mismanaged, and the images were all over the place, not to mention the page … Read more
Crestwood Associates has again been named to Bob Scott’s list of VAR Stars for 2020, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software. This is Crestwood’s seventh consecutive year appearing on the list. The VAR Stars are chosen from organizations that sell and implement various types of … Read more
Seminole Financial Services is a pension/investment fund management firm based in Belleair Bluffs, Florida. While the name has only been around since 2009, the company itself has been operating (with most of the same investors) for over 30 years. SFS has a range of different funds, but what they’re most known for are their renewable … Read more
With Covid still around, many people want to find a way to personalize their holiday greetings. But after handwriting messages and stuffing envelopes, the last thing you want to do is write out address after address. Check out this blog on how to set up a mail merge to print labels for your mailings. Let’s … Read more
Does your Microsoft Outlook inbox get flooded with emails every day like mine? Ever wish they would magically move to another folder where you can view them later; so that you can concentrate on what is important. In this blog, I will teach you how clean up your inbox by using the Rules tool in … Read more
As we’ve been hammering home, the IRS made changes to the ways that non-employee compensation is filed, depending on the nature of the income. It moved non-employee compensation from Box 7 on the 1099-MISC to its own form: the 1099-NEC. This would include all independent contractors, gig workers, or self-employed individuals who previously had their … Read more
It’s November, fall is here, weather in the Midwest is getting a little chillier day-by-day. With year-end approaching, we want to make your daily tasks a little faster, easier, and hopefully painless. Check these out: Sometimes marking your status as Busy or Do not disturb honestly doesn’t really work, people still tend to interrupt. Get … Read more
One of the best features of Dynamics 365 Business Central is the ability to copy and paste into a General Journal entry. It’s one of the most helpful features in Dynamics 365 BC. Before you begin to copy/paste into the journal you need to make sure your Excel spreadsheet has the same number of columns … Read more
It’s the end of October, and Halloween is right around the corner, we like to break out the horror movies, tell ghost stories, and dress up in scary costumes. However, we find this enjoyable because we know it’s not real. But for many businesses, there are some very real horror stories that occur when they … Read more
[This is a guest blog post, reposted from our good friends at Artsyl Technologies. Artsyl Technologies specializes in business process automation, and integrates seamlessly with all the ERP systems we provide. Join us for a live webinar demo and see it in action!] Often, employees are asked to set up a few performance metrics or … Read more
Acumatica just released their 2020 R2 edition and presented new features in their recent Virtual Road Show, we asked Crestwood Sales what their favorite new features are. Here’s what they said! [Be sure to register for our upcoming Acumatica 2020 R2 new features webinar!] User-Friendly Upgrades in 2020 R2 Christine Jacob was especially impressed by … Read more