Get a Head Start on Year-End 2018 Start early and make 2018 a little easier. Here’s a checklist to get a head-start and prepare your Dynamics GP system for year-end. System Review: Be sure that your Backups are working correctly, and test the Restore process prior to Year-end. If you have questions or need some … Read more
What is Dynamics 365 Business Central, again? Microsoft Dynamics 365 Business Central is Microsoft’s subscription-based ERP solution that provides a full range of accounting and operational functionality. For more details about the product as a whole, check out this blog post and intro video. One of the most important pieces of any ERP system is the … Read more
The choice to upgrade to a modern cloud solution from a legacy system is imperative if a business wants to thrive. But such a significant investment of time and money should be researched thoroughly and most probably will require evidence of your Return on Investment. Acumatica’s Whitepaper, ROI Analysis of Replacement ERP, provides the tools for … Read more
Processing vendor payments in Dynamics 365 Business Central functions slightly differently than the other Microsoft Dynamics platforms. This video provides a quick walk-through of cutting checks in Dynamics 365 Business Central (and keeping your vendors happy!) Watch this short video, and see how it’s done!
Repost from Avalara Economic nexus is here. Is your business prepared? Before the Supreme Court of the United States issued its ruling in South Dakota v. Wayfair, Inc. (June 21. 2018), states could only tax sales by businesses with a physical presence in the state. Wayfair changed that long-standing rule. The court found the respondents’ … Read more
You now can ask Microsoft what you want to do in the search box on the ribbon. This new feature runs across the board in the Office 365 suite of apps. All you have to do is type a keyword or phrase into the “Tell me what you want to do” and bingo, the tools … Read more
As many companies do, Crestwood has regular company-wide calls that are attended by all our employees scattered across the country. The centerpiece of this call is a single PowerPoint presentation. But as each department worked on their respective slides, we were finding that dozens of different copies were being created, changes weren’t being saved, outdated … Read more
Maximize your research time with the integrated Smart Lookup in Microsoft Office products. Smart Lookup is a cool new feature I wish I had back in college. It makes research quick and easy. If you haven’t tried this out, you need to today! What is Smart Lookup? Smart Lookup is a way to research words … Read more
The Professional Service Tools Library (PSTL) is a free set of tools you can install and use with your Microsoft Dynamics GP system. Be careful – although these tools are free, they can destroy your system if you run the wrong thing. For example, running the Financial Tools can remove all historical data – and … Read more
One of the biggest reasons that Microsoft leads the ERP industry is their commitment to constantly improving and evolving to meet the changing needs of businesses. However, it occasionally results in a bit of confusion. That is the case with Microsoft Dynamics 365 Business Central. Let’s clear a few things up: What IS Dynamics 365 … Read more
The new release of Microsoft Dynamics GP 2018 R2 is full of customer-suggested improvements, new features, and Roadmap items. Thank you to everyone for submitting ideas to make Dynamics GP even better. The new version is out on October 1st – here are some of the features we are excited about: Financial Enhancements Exclude items … Read more
Acumatica has proven their commitment to their customers again, this time two – fold. New Release – Acumatica 2018 R2 First, with their recent release of Acumatica 2018 R2, Acumatica took ideas submitted by end-users and developed them into enhancements and tools in this new release. These new features address three specific areas: Customer … Read more
Did you know? When you create a budget within Dynamics 365 Business Central, you can export it to Excel and have full access to all the great spreadsheet editing capabilities. This will allow you to quickly fill out all line items in the budget, and then simply import the budget back into Dynamics 365 Business … Read more
Keeping up with technology is never-ending, and it can be difficult and costly. But it doesn’t have to be. More and more businesses are choosing to simplify, protect, and secure their business systems by moving to the cloud. Click to download the free whitepaper: 7 Pitfalls to Avoid as You Transition Business Software to the … Read more
Are you tired of presenting a mountain of crucial, relevant data and seeing eyes glaze over? Data is easier than ever to gather, and much of it is critical to tracking the success of current initiatives and planning future ones. As many of us learn the hard way, data alone doesn’t often drive meaningful change; … Read more
The annual GPUG Summit is right around the corner. We hope to see you there! Our very own Mary Lenehan will be presenting a session on SmartLists this year – that’s one you don’t want to miss. This annual event is hosted and coordinated by the Microsoft Dynamics GP User Group (GPUG). GPUG, is a … Read more
If you are looking to power your digital transformation, look no further. Microsoft has published the release notes for the next big Dynamics 365 update in October 2018. There are so many new features and enhancements, I almost don’t know where to start. If you are looking for something specific, here is the link to the full … Read more
1. Automatic Updates to Well-Known Apps First, your company will always be on the latest version and will not need to worry about upgrading to latest and greatest. Office 365 Enterprise E3 is straightforward to use; most you have been using these products throughout your professional careers. Only difference is your data will be in … Read more
The Field Service Schedule Board in Dynamics 365 for Sales (CRM) provides an easy-to-see look at resource availability, current bookings, available time slots, and more. When setting up the Schedule Board, you can (and should) configure your preferences for sharing with others in your organization. Within the Schedule Board, when you create a new view … Read more
I was invited to attend Acumatica’s Construction Edition Partner Meeting in sunny Miami Beach. It was a great opportunity to meet many of the innovative executives, developers, and programmers behind the new Construction Edition of this ERP software. Their pride and enthusiasm was contagious. They showed software demonstrations and shared stories of their journey into … Read more
Now that you’re using a Refreshable Data Connection between your Microsoft Dynamics GP system and Excel, you might find that you’re missing a field or two. It’s not as hard as you’d think to edit the data connection and add in those missing fields. I’ll explain how. If you’re not using this feature yet, you … Read more
This week we’re going to talk about Microsoft Office 365 PowerPoint, what it’s used for, and how to set up a new presentation. First things first, you may ask yourself, what will I use PowerPoint for? PowerPoint is software used to create professional looking slideshow presentations. They can be displayed on projectors, big screen TVs, … Read more
Do you have daily imports for Microsoft Dynamics SL that you wish you could automate? Maybe you’ve inquired about automating them, and were told “if you had the Application Server, you could automate it then.” Well, good news: you don’t need the Application Server module. You can create a simple process for automating an import … Read more
How quickly can you navigate around in Microsoft Dynamics SL? I’m always in awe of people who can do things twice as fast as I can. I’ll let you in on their secret: use Keyboard Shortcuts! Not only does using keyboard shortcuts make you faster, but it will make you look really cool in the … Read more