Webinar Finance Automation
Dynamics Business Central

Finance Automation Deep Dive: AP, AR, and Cash Flow Outcomes in Business Central

WEBINARFinance Automation Deep Dive: AP, AR, and Cash Flow Outcomes in Business CentralMany finance teams are live on Microsoft Dynamics 365 Business Central but still rely on manual processes for vendor invoices, approvals, cash receipts, and cash visibility. In this Finance Automation Deep Dive, we will demonstrate how Business Central

by Stephanie McColly
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M365 Copilot Productivity
M365 and Copilot

How Microsoft 365 and Copilot Can Boost Your Productivity by Streamlining Email and Meeting Management

Leverage the Microsoft 365 license subscription, which includes Outlook and Teams, along with a Copilot license to Create Smarter Email and Meeting Management Workflows.Working Smarter with Microsoft 365 and CopilotIn today’s fast-paced work environment, staying organized is crucial. Copilot, integrated with Outlook and Teams, is an add-on license to Microsoft

by Nancy
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Blog 2 Payables Featured Image
Dynamics Business Central

Use Cases and Benefits of the Payables Agent in Dynamics 365 Business Central 

For many finance teams, accounts payable is still a patchwork of manual steps. Invoices arrive by email, are manually downloaded, and then re-entered into Business Central line by line. This routine is not only tedious but also prone to error. Each mistake can ripple outward, delaying payments, hurting vendor relationships,

by Jason McColly
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Business Central Webinar Series
Dynamics Business Central

Unlock AI and Data Power in Business Central

Join us for two exclusive, hands-on webinars designed to empower SMB’s with integrated tools like AI Agents and Power BI in Microsoft Dynamics 365 Business Central. Hosted by Stephanie McColly, CMO & Business Integrator at Crestwood Associates, these sessions will showcase practical setups, live demos, and actionable insights to streamline

by Stephanie McColly
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Dynamics Business Central

Best Practices for Managing Vendor Invoices with the Payables Agent in Dynamics 365 Business Central 

Turning on the Payables Agent in Dynamics 365 Business Central is an important milestone, but it is only the beginning of the journey. True success comes from structuring the process around best practices that balance speed, accuracy, and compliance. Without the right guardrails, automation can introduce new risks. A misplaced

by Jason McColly
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Blog 1 Payables Featured Image
Dynamics Business Central

How to Activate and Configure the Payables Agent in Dynamics 365 Business Central 

Accounts payable is often one of the most manual and error-prone areas of finance. Invoices arrive in email inboxes, get downloaded, renamed, and keyed into Business Central by hand. This creates delays, introduces errors, and increases processing costs. For finance teams trying to close the books faster or improve vendor

by Jason McColly
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m365cp p1
M365 and Copilot

Microsoft 365 Copilot and Igniting Productivity for Business Central Users 

Stay updated with the latest technological advancements Microsoft 365 Copilot is not just a strategy but a necessity for businesses aiming to thrive in competitive markets. Microsoft Dynamics 365 Business Central is at the forefront of this innovation, continually introducing enhancements that redefine operational efficiency and productivity for small and

by Stephanie McColly
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M365 and Copilot

Copilot for Office 365: A Success Guide for M365 Users 

Productivity and efficiency are not just buzzwords but the cornerstone of successful business operations. Microsoft 365 users have a powerful ally in this quest for efficiency: Copilot for Office 365. Designed to create efficiency in the way we work; this intelligent tool harnesses the power of artificial intelligence to enhance

by Ben
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Directions blog image
Dynamics Business Central

Microsoft Tech Stack and Directions North America Conference Notes 

I recently attended, for the first time, the Directions North America Conference for Microsoft Partners, held in San Diego, CA. I found it to be quite insightful into the future trajectory of Microsoft Dynamics 365 and its ecosystem. In addition, I found the Dynamics Community to be a close-knit and

by Greg Chan
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cp p1
M365 and Copilot

Maximizing Team Collaboration with Copilot for Teams: Insights for Microsoft 365 Users 

Microsoft 365 users now have a transformative tool at their disposal—Copilot for Teams. Crestwood Associates, as your trusted technology advisor, is excited to introduce you to the capabilities of Copilot for Teams. Our goal is to ensure your team not only keeps pace with the advancements in collaboration technology but

by Kayla
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Microsoft Icons Image modern workplace
M365 and Copilot

How Microsoft Modern Workplace Solutions Can Reshape your Business

Staying ahead of technological trends is crucial for success. Many leaders ask how to improve employee productivity in an increasingly hybrid world. Modern workplace solutions, particularly the Microsoft Modern Workplace tools, have emerged as a leader recently, changing the way businesses operate and compete.   Embracing the Modern Workplace  The modern

by Jim Boyce
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MS Modern workplace
Acumatica Cloud ERP

Essential Modern Workplace Tools for Productivity 

In the pursuit of maintaining a competitive edge, modern businesses are rapidly adopting innovative solutions that enhance productivity and efficiency. Microsoft Modern Workplace and cloud ERP solutions stand at the forefront of this transformation. The integration of these solutions is revolutionizing business operations, offering unprecedented opportunities for growth and productivity.

by Jim Boyce
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copilot logo 2
Dynamics Business Central

Copilot and Microsoft Dynamics 365 Business Central Integration

Organizations are seeking tools that enhance efficiency and competitiveness. The AI function used in Microsoft Dynamics 365 Business Central, known as Copilot, is a new component in ERP systems that you will want to know more about.  Understanding Copilot and Its Role in Business Central  Copilot is not just an AI

by Jim Boyce
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Modern Workplace 2
Cloud Hosting

Innovation with the Microsoft Modern Workplace 

Innovation isn't just a buzzword; it's a necessity for survival and success. The Microsoft Modern Workplace is at the forefront of this innovation, providing a suite of tools and technologies that are redefining how work is done. Let's cover the concept of the Microsoft Modern Workplace and how it fosters

by Jim Boyce
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Modern workplace
Cloud Hosting

Innovate with Microsoft Modern Workplace

Staying ahead in technology and innovation is not just a luxury but a necessity. Microsoft Modern Workplace is at the forefront of this digital transformation strategy, offering a suite of tools and solutions that redefine how we work, collaborate, and secure our business environments. As leaders – CEOs, COOs, and

by Ben
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M365 and Copilot

The Ultimate Insider’s Guide to Microsoft 365 Licensing Management: Unraveling the Intricacies

Ever since its inception, Microsoft 365 (M365) has been a game-changer, revolutionizing the way organizations function daily. With a broad array of productivity-enhancing tools and services, M365 has become a mainstay in the business world, empowering teams to collaborate effortlessly and work smarter.  However, getting to grips with M365 licensing

by Ben
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efficiency
Cloud Hosting

Essential Microsoft Modern Workplace Tools for Productivity: Including Microsoft Copilot 

In the era of digital transformation, productivity and efficiency are paramount for any organization. Microsoft's Modern Workplace suite, enhanced with the latest addition of Microsoft Copilot, offers a comprehensive range of tools designed to elevate productivity to new heights. This blog post explores the essential tools within the Microsoft Modern

by Ben
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M365 and Copilot

The Ultimate Guide to Microsoft 365 Licensing: Unraveling the Mystery

Microsoft 365 (M365) is an integral toolset for any business, from startups to multinationals. However, understanding its licensing intricacies often proves challenging. In this blog post, we'll demystify the ins and outs of M365 licensing, offering you a comprehensive Microsoft 356 licensing guide to making the most of your M365

by Ben
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Cloud Hosting

The New Commerce Experience: Everything You Need to Know About Microsoft’s Licensing Changes

Microsoft recently announced a change in how you can purchase and manage licenses through your Crestwood Cloud Solution Provider (CSP) Program. This change will impact the way you purchase Microsoft 365 licenses but fear not, Microsoft has launched the New Commerce Experience intending to reduce complexity and provide cost savings

by Kayla
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M365 and Copilot

Arranging Images and Text in Microsoft Word

In my previous blog we went over the basics of applying image Styles to your photos. I showed you how to add different effects to your images, such as a drop shadow, glow, reflection, and more. In this blog, we will cover the Arrange section of the Picture Format toolbar.

by Kayla
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M365 and Copilot

Enhance your Images in Microsoft Word with Picture Styles

In my previous blog, we talked about all the settings in the Adjust section under the Picture Format ribbon menu. I showed you how to remove the background of an image, adjust the brightness/contrast, change colors, artistic effects, and more. In this blog, we will explore the next section of

by Kayla
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Adjust 1
M365 and Copilot

Adding artistic effects, changing colors and so much more with images in Microsoft Word

In my previous blog, we talked about how to add and format text around images in Microsoft Word. Next, I’m going to walk you through the Adjust functions of the Picture Format tool bar. We will cover: Remove Background Corrections Color Artistic Effects Transparency Compress Pictures Change Picture Reset Picture

by Kayla
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TextWrap 1
M365 and Copilot

How Do I Add Text Around a Picture in Microsoft Word?

Adding images can be a terrific way to illustrate valuable information or add a decorative accent to existing text. We add images to documents to entice the reader to continue reading through a document or story. It gives the reader a visual of the pending story. If you’ve known Microsoft

by Kayla
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M365 and Copilot

What is the OneDrive Mobile App and Why Do I Need It?

Have you ever had to go through your phone to delete photos or videos because you did not have enough space to add an app? If so, then read on. Just like Microsoft’s OneDrive for the computer, with the mobile OneDrive app, you can say goodbye to the hassle of

by Kayla
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