Blog Unable to Export to Excel in Acumatica Modern UI Heres How to Fix It in Microsoft Edge
Acumatica Cloud ERP

Unable to Export to Excel in Acumatica Modern UI? Here’s How to Fix It in Microsoft Edge

The ProblemMany Acumatica users who have adopted the Modern UI have reported issues when attempting to export data to Excel while using Microsoft Edge. Instead of downloading the spreadsheet, users may see an error message, nothing may happen at all, or the export window may appear to be blocked. The

by Chloe Wilson
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Blog How to Create Widgets for your Acumatica ERP Dashboards
Acumatica Cloud ERP

How to Create Widgets for your Acumatica ERP Dashboards

Widgets are the tiles within Acumatica ERP dashboards that display specific data and offer drill-down capabilities to view this data. Widgets can be incredibly useful for employees to become more effective, organized, and efficient in managing their responsibilities. We will walk through creating a widget using a practical example for

by Nancy
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Process manufacturing operator monitoring a batch production vessel using a tablet in a chemical manufacturing facility
Acumatica Cloud ERP

When Input Costs Rise, The Batch Cost Gap Gets Expensive

In April 2026, PPG announced a global price increase of up to 20% across its coatings portfolio. The reason cited: a rapidly deteriorating global cost environment, particularly in petrochemical raw materials, energy, and transport.PPG was not alone. Titanium dioxide, which makes up 20-30% of most paint formulations, saw three rounds

by Chloe Wilson
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ERP evaluation criteria framework for evaluating platform fit, flexibility, ownership costs, and long-term scalability
ERP Consulting

How to Evaluate an ERP Platform Before You Commit

How to Evaluate an ERP Platform Before You CommitMost ERP evaluations start with demos. The ones that go wrong usually start that way too.The problem is that most organizations begin evaluating software before defining the ERP evaluation criteria they should be using to make the decision.A demo shows you what

by Stephanie McColly
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Whats Next for the Coatings Industry Live EvaStephanie Thumbnail 1
Acumatica Cloud ERP

What ACS 2026 Revealed About the Future of Coatings Operations

https://youtu.be/FGPTCfq7PL0?si=0dSfSZOjBKavPvBZThe conversations at the American Coatings Show 2026 made one thing clear: coatings manufacturers and applicators are under growing pressure to operate with more precision, visibility, and speed than ever before.Not just in the lab. Not just on the production floor. Across the entire business.From raw material volatility and regulatory

by Chloe Wilson
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Support Team Call
ERP Consulting

How Smart Finance Teams Use AI to Improve Core Workflows

Finance Automation Starts with Better Workflow, Not More Technology Finance leaders are hearing nonstop noise about automation and AI right now. https://youtu.be/9QbPYCZl11w?si=NrlJBzzTJCnXtGspSome of it is helpful. A lot of it is not. What gets lost in the conversation is this: the strongest finance teams are not starting with, “How do we use AI?” They are

by Stephanie McColly
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Split-screen showing finance team struggling with spreadsheets and manual processes versus modern ERP dashboards with real-time financial data
Dynamics Business Central

What the New Forrester TEI Study Means for Finance Leaders Evaluating ERP Modernization 

Finance leaders are carrying more pressure than the systems around them were designed to support. Close still takes too long. Reporting still depends on workarounds. Visibility still breaks down across departments. At the same time, leadership wants faster answers, better forecasting, and more confidence in the numbers behind important decisions. That is

by Stephanie McColly
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Finance AI readiness assessment using Microsoft Dynamics 365 Business Central
General ERP

Are Your Finance Processes Ready for AI-Driven Automation?

AI readiness is not about ambition. It is about preparation. Many finance leaders are eager to adopt AI, but enthusiasm alone does not create results. Manual reconciliations in finance often signal where readiness gaps exist, even in organizations that feel technologically advanced.When finance teams still rely on spreadsheets to validate

by Crestwood Designer
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How Finance Teams Reduce Spreadsheet Dependency
General ERP

How Finance Teams Reduce Spreadsheet Dependency Without Disrupting Close

For many Controllers and Finance Directors, spreadsheets are not a preference. They are a safety net.Even after moving core financials into Business Central, spreadsheets remain deeply embedded in daily work. Not because teams failed to adopt the system, but because close still demands certainty. When timing matters and risk is

by Crestwood Designer
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ERP-based finance workflows replacing spreadsheets in Microsoft Business Central
General ERP

How Finance Teams Reduce Spreadsheet Reliance Without Disruption

Finance teams know spreadsheets are a risk, but replacing them feels disruptive. Over time, spreadsheets become the safety net that keeps close cycles moving and reports deliverable. Manual reconciliations in finance often rely on spreadsheets because they fill gaps left by systems that were never designed to support how finance

by Crestwood Designer
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Business Central Finance Readiness What to Fix First
General ERP

What Finance Teams Must Fix Before Automation Actually Works

Most CFOs and Finance Leaders using Microsoft Dynamics 365 Business Central are not questioning the platform.The system is live. Transactions post correctly. Reporting is available.And yet, automation still feels uneven.Some processes flow smoothly. Others rely on manual follow-ups, spreadsheets, or informal workarounds. The gap is not capability. It is readiness.Finance

by Crestwood Designer
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Business Central shipping integration dashboard for freight management
Dynamics Business Central

Why Shipping Integration in Business Central Matters More Than You Think

For many mid-market finance teams, shipping feels operational. But the reality is this: Business Central shipping integration directly impacts margin, cash flow, and customer trust.At Crestwood Associates, a Microsoft Gold Partner specializing in Microsoft Dynamics 365 Business Central, we regularly work with CFOs and Controllers who assume shipping is “working

by Dan Milani
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Accounts payable automation workflow in Microsoft Dynamics 365 Business Central
General ERP

Still Managing AP from Your Inbox? There’s a Better Way

Email-driven accounts payable processes feel convenient until volume increases. Invoices arrive as PDFs, approvals happen in threads, and visibility disappears. What once worked for a small team quickly becomes a bottleneck. Manual reconciliations in finance often begin in AP, where disconnected workflows create downstream complexity that shows up later in

by Crestwood Designer
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Why Month End Close Feels Manual in Business Central
General ERP

Why Month-End Close Still Feels Manual in Business Central

For many Controllers and Finance Directors, month-end close is supposed to feel different after moving to Microsoft Dynamics 365 Business Central.Transactions are centralized. Data is cleaner. Reporting is more accessible.And yet, close still feels manual.Not because the team is working harder than before, but because visibility is still fragmented. Status

by Crestwood Designer
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AI-driven finance insights using structured data in Microsoft Business Central
General ERP

What AI Can Actually Do Once Finance Data Is Structured

AI in finance is often discussed in abstract terms. In practice, its effectiveness depends almost entirely on the quality and structure of the underlying data. Manual reconciliations in finance are a clear signal that data is fragmented or inconsistently governed. Until that foundation is addressed, AI delivers limited value.Finance leaders

by Crestwood Designer
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Support Team Call
ERP Consulting

ERP Support Best Practices: What Great Support Looks Like After Go-Live

Most ERP content focuses on implementation. That makes sense; go-live is a milestone. But, ERP success is decided after go-live. Post go-live is where uptime is protected, cash flow stays moving, the month-end close stays predictable, and teams avoid slipping back into spreadsheets and workarounds. And it’s where your ERP partner either earns long-term trust, or slowly

by Stephanie McColly
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Why Exception Based AP Matters in Business Central
General ERP

Why Exception-Based AP Workflows Matter More Than Invoice Volume

Accounts payable teams have never processed more invoices than they do today.Between higher transaction counts, tighter payment terms, and increased audit scrutiny, AP is under constant pressure to move faster without losing control. For many Controllers and AP Managers using Business Central, success is still measured by one metric: how

by Crestwood Designer
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finance-data-fragmentation-risk-business-central-partner
General ERP

When Finance Data Lives in Too Many Places, Risk Increases

Finance leaders depend on data integrity. When financial data lives in too many places, risk increases quietly. Manual reconciliations in finance often exist to compensate for fragmented systems, but they also mask deeper exposure that grows as organizations scale.As businesses adopt more tools, data spreads across ERPs, spreadsheets, banking portals,

by Crestwood Designer
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Finance Automation in Business Central What Really Changes
General ERP

Finance Automation Isn’t a Switch: What Actually Changes in Business Central

Many finance leaders move to Microsoft Dynamics 365 Business Central with a reasonable expectation.Once the system is live, finance becomes more automated.Invoices move faster. Close cycles shorten. Manual work declines.What often follows instead is something quieter and more frustrating. The system is working. Transactions are posting correctly. Yet finance still

by Crestwood Designer
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Financial forecasting dashboard in Microsoft Dynamics 365 Business Central
General ERP

Why Spreadsheet Forecasting Breaks as Businesses Scale

Forecasting has always required judgment. What has changed is the volume and velocity of data finance teams must account for. As businesses scale, spreadsheet-based forecasting becomes harder to maintain, easier to break, and slower to trust. Manual reconciliations in finance often spill directly into forecasting, forcing teams to reconcile history

by Crestwood Designer
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Finance team comparing spreadsheets with Dynamics 365 Business Central finance dashboards during daily workflows
General ERP

Why Finance Teams Still Rely on Spreadsheets in Business Central

Most finance leaders did not move to Microsoft Dynamics 365 Business Central expecting spreadsheets to disappear entirely.But many are surprised by how quickly spreadsheets re-enter daily workflows after go-live. Not as a backup. Not as a one-off. As a routine part of accounts payable approvals, accounts receivable tracking, or month-end

by Crestwood Designer
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Exception-based finance review process in Microsoft Dynamics 365 Business Central
General ERP

Why Exception-Based Finance Workflows Outperform Manual Reviews

Finance teams have long relied on manual review as a safeguard. Every transaction checked. Every variance questioned. While thorough, this approach becomes unsustainable as transaction volume grows. Manual reconciliations in finance are often a symptom of review processes that have not evolved alongside the business.Exception-based finance workflows represent a shift

by Crestwood Designer
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Operational AI workflows inside Microsoft Dynamics 365 Business Central ERP
General ERP

Where Copilot Productivity Ends and Operational AI Begins

Many finance leaders have already seen Copilot in action. Drafting summaries, answering questions, and accelerating everyday productivity are valuable wins. But for finance teams, productivity alone does not solve deeper operational challenges. Manual reconciliations in finance, delayed reporting, and exception overload still exist beneath the surface.The distinction finance leaders are

by Crestwood Designer
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Finance Leader at Work
General ERP

How Finance Teams Reduced Manual Work After a Dynamics GP to Business Central Migration

Finance leaders using Dynamics GP are not unaware of its age. Most know exactly where it struggles. The challenge is not recognition. It is energy. After years of workarounds, spreadsheets, and carefully timed processes, the idea of changing systems can feel heavier than staying put.In conversations with CFOs and Controllers,

by Crestwood Designer
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