Microsoft Dynamics 365 Business Central is the newest guy on the block – but that doesn’t mean that it’s difficult to learn and use. Quite the opposite, in fact. Microsoft has outdone themselves on training and ensuring that users have everything they need at their fingertips. Any problem you may encounter has been addressed here … Read more
While I was exploring Microsoft’s website for the next productivity tip, I found a plethora of Office templates and fun activities you can do with your family. Through your Microsoft Office 365 subscription you will be able to search and create freely from a mass selection of premium Office templates for work, school, or family projects. Explore templates for budgets in Excel, templates to create a KNOCK-OUT presentation in PowerPoint, or design brochures or … Read more
Video is a powerful tool, and an increasingly necessary one for businesses of all sizes. From the marketing department to the sales team, human resources to consultants, video can be used to automate processes, set yourself apart from competitors, and tell stories that would be difficult (or worse – boring) with just text. If you … Read more
Earlier this year, the IRS announced some big changes to reporting non-employee compensation and 1099 forms for the 2020 tax year. The 1099-NEC has moved non-employee compensation (box 7) off of the 1099-MISC to a new form: 1099-NEC. Changes to 1099 Forms – A History Lesson The IRS made the change because there was an … Read more
This event is over (and it was great!) See the recording! Good news: 2020 is over! COVID-19 thwarted our plans for in-person events this year, but no fear; we’ll still walk you through year-end. Close out the year with Crestwood Associates in this special 2-hour webinar. Mary Lenehan, one of our in-house Dynamics GP … Read more
Staring at PowerPoint slides during your company meeting whether working remote or at the office can be a bit, here it is I’m going to say it… BOOORRRRRIIINNNING! Let’s be honest, company meetings with zero interaction with team members is no fun. After the first 15 minutes of just listening to the presenter, interest is … Read more
With fall upon us, construction—at least in the northern half of the US—starts to slow a bit. We hope you took into account this summer of where you stand and start thinking of what’s next. It’s time to take a look at your current business and get to know what you can improve. For many … Read more
Microsoft Excel can be very intimidating especially when you’re not an expert, like me. I was asked to write a blog on a topic I was not familiar with. I chose to challenge myself and learn more about Excel and the creation of PivotTables. What is a PivotTable? A PivotTable is a tool that helps … Read more
New to Acumatica? Still trying to figure out how to find things such as files, forms, customer records, or help topics? Fret no more, find exactly what you are looking for with these tips. Start out by typing in a word, name, or phrase or the keyword that represents what you are looking for in … Read more
With Microsoft 365 (formerly Office 365) growing and expanding its capabilities rapidly, Microsoft announced they are retiring Office 2010 on October 13, 2020. What does that mean? It means you need to upgrade to Microsoft 365. Office 2010 will no longer be available for download, technical support or have any further updates on security. Office … Read more
So, you signed up for a free trial of Dynamics 365 Business Central. Now what? Take some time and get to know the product. See how easy and great it is, then contact Crestwood and we can get you set up with your own data to play with. There’s lots of ways to get familiar … Read more
Save hours of time calculating, verifying, and paying out commissions with Advanced Commissions from Crestwood Associates. Native functionality (no more Excel!) Enhanced customizable plans And much more This natively-built add-on module allows you virtually unlimited commission calculation flexibility to meet all your unique business needs. High-level overview of Advanced Commissions: First, the salesperson is tied … Read more
It’s here! The release date for the latest and greatest version of Acumatica 2020 R2. We’re all missing the in-person events, and the Acumatica Roadshows are no different. But there is still a way to capture the magic of the new product drop: a virtual launch party! Wednesday, September 16, 2020 10:00 AM (PDT) … Read more
Attributes are pre-defined custom fields that you can easily set up and use to capture data, validate or store information for many different data entry screens in Acumatica; such as, Customers, Vendors, Inventory, Leads, Opportunities, Projects, AP, AR etc. We use quite a few attributes in our own internal Acumatica system. However, it’s become a … Read more
Microsoft Teams and SharePoint Here at Crestwood we’ve been using Microsoft Teams for approximately a year now and we’ve become very familiar with its features. Saying that, doesn’t mean we know it all, because we don’t, or at least I don’t. I can honestly tell you we learn something new just about every other week. … Read more
Crestwood clients run the gamut, in terms of size, from small sole proprietorships to massive Fortune 200 corporations. We’re proud to offer a variety of resources for every level of need; no one-size-fits-all approaches from us. Our clients rely on us for any combination of services, from providing and implementing their ERP, to complex support … Read more
Microsoft Dynamics 365 Business Central is expanding rapidly. Customers are quickly making the switch to this cloud-based ERP solution, especially due to the work-from-home benefits and security. Microsoft is investing a ton of resources to make sure Business Central is the best-in-breed to meet the demands of growing businesses. Recently, Microsoft released an update, and … Read more
If you’re a Dynamics GP or 365 Business Central customer and have been considering going paperless, now is your chance. Get started quickly with a free trial of KwikTag’s KwikStart’s Cloud program. This trial period includes: Up to 50 Users – all of whom can start attaching and viewing documents right away. Up and running … Read more
Please note: Dynamics GP 2015 will have no more updates. Now is the time to talk to your Crestwood Account Manager about an upgrade. Contact us today! Round 4 US payroll tax update changes The Round 4 US tax update has been released with changes for Idaho and Connecticut. Once installed the new date … Read more
After spending 15 glorious years in Mount Prospect, IL, Partners Tim Thompson and Brian McGuckin moved Crestwood Associates to their new home at the Schaumburg Corporate Center, 1501 E. Woodfield Road in Schaumburg, IL. Moving is not easy, packing up, donating and purging unneeded items is very time consuming, not to mention difficult when you … Read more
If you’re looking for easier ways to schedule your employee’s time, check out the scheduling management tool now in Microsoft Teams called Shifts. It’s built mobile first for fast and effective time management and communication for teams. Shifts lets Firstline Workers and their managers use their mobile devices to manage schedules and keep in touch. … Read more
Every day I look for new ways to navigate Microsoft Teams seamlessly. Here are some nifty new tips I found helpful when working in Teams. Like to multitask? Chat anywhere on your desktop with Pop-Out Chat. Double-click a chat (or click the icon) in your chat list to open in a second window. Now, you … Read more
We often tell horror stories from the Crestwood Cloud. Our cloud team has experienced countless tales of triumph in the midst of bleak situations: A recovery effort after a massive cyberattack Migrating lost data from a faux-cloud Immediate thwarting of a ransomware attacker But today we bring you an exciting story of what happens when … Read more
Crestwood Associates has again been named to the Bob Scott’s Top 100 VARs for 2020 for the eighth year in a row. The Top 100 resellers are chosen from organizations that sell and implement Enterprise Resource Planning (ERP) and accounting software. “Wow, eight years in a row!” says Tim Thompson, Partner at Crestwood Associates. “We … Read more