Bank Reconciliation within Microsoft Dynamics 365 Business Central is powerful, but if it is not set up correctly, it can wreak havoc. Microsoft Docs does have some documentation (on managing bank accounts in BC and auto-reconcile bank accounts in BC), but it doesn’t provide much of a step-by-step and inexperienced users may miss some things … Read more
Here is a really interesting tip! A customer of ours was looking to add the Vendor Order Number field to their Posted Invoices list. After researching, we found that it potentially involved connecting a separate table. We thought a customization was in order, but then I learned about an interesting workaround – editing the URL to … Read more
As I wrote in my last blog about the evolving user groups, help for Business Central is always out there – you just need to know where to look. Whether the help below is still Greek to you, OR you just want a little extra guidance, check out Crestwood’s premium BC training program. We’re calling … Read more
As an old-school Great Plains accounting veteran (my father was one of the very first partners in the late 70s), I’m a fan of user groups. GPUG, DSLUG, and even the three D365UGs (if I can figure out which one is which). In particular, the discussion threads are especially helpful. I trust feedback provided in … 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
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
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
When your business relies on technology, it is good to know what you’re doing or at least have someone handy in IT that can help. I recently conducted an online Teams training, to which the client requested that the meeting be recorded so that it can be shared with other team members who were unable … Read more
With so many of us working from home, what would have been a conversation over a cubicle, now requires a scheduled meeting. Here are some tips for getting more out of your Microsoft Outlook Calendar and how to get a meeting on the right calendars, fast! 1. Quickly View Calendar without Switching Screens Tired of … Read more
Microsoft Office 365 provides so much more than just the ability to access Microsoft Office suite (Word, Outlook, PowerPoint, Excel, etc.) from any device. One important feature (that I learned about the hard way) is the ability to restore deleted files with OneDrive version control. What is OneDrive? When I first started with Crestwood, I didn’t understand OneDrive, the cloud storage service … Read more
Is it time for you to upgrade Microsoft Dynamics GP? Don’t get caught with an unsupported version, you’ll miss out on important updates, hotfixes, new features, and it could potentially cost you more in the end. Should you make the move? Here are some things to consider and planning tips. Are you on an old version? … 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
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
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
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
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