Crestwood Blog

Cloud migration
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Jason

Executing Your Move to Cloud ERP

Following our recent blog on the trends in moving to the cloud, the reasons a cloud migration offers flexibility in pricing and licensing, and the first steps of a Cloud ERP migration, we would today like to turn our attention to the process of heading to cloud ERP itself. The Move from Planning to Executing … Read more

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Development
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Lauren

Dynamics SL to Acumatica xRP Cloud Platform

Our very own MVP Acumatica Developer, Joe Jacob, recently published a guide to help all you developers convert Dynamics SL over to the Acumatica xRP Cloud Platform. “Joe’s Guide offers a quick reference for those already familiar with the Dynamics SL SDK and are new to the Acumatica development platform. This guide will help direct … Read more

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Customer Relationship Management for Acumatica
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Lauren

Who’s Delivering Value in CRM Technology?

Customer Relationship Management software is one of those necessary products for businesses, but finding the right one for yours is rarely an easy task. Whether you’re in the market for new CRM, are considering a change alongside another business management solution like ERP, or just looking to understand what options are available, it’s important to … Read more

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Shop Group of Workers
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Brandon

Getting Answers: Asking the Right Questions about Fabrication ERP

For many fabrication businesses, back-office software is often just something that is “there.” It satisfies your basic business needs, offers finance professionals information, and may facilitate a few processes. However, much of these only meet your needs for so long before they become a hindrance. Whether your business has grown or your software has aged, … Read more

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Acumatica CRM Enhancements
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Colleen

Acumatica CRM Enhancements from 2017R2 to 2019R1

Acumatica Version 2017R2 Improved Marketing Lists and Campaigns – Marketing lists and campaigns have been significantly improved, so user can more efficiently perform marketing activities, track relevant expenses and revenue, and analyze statistical information on campaigns. Opportunity Stages for Each Opportunity Class – Acumatica ERP now provides the functionality that a user can use to … Read more

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Acumatica and Salesforce Integration
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Lauren

Can You Really Integrate Salesforce CRM and Acumatica ERP? Yes!

Salesforce and Acumatica have spent the better part of their history in opposition to each other. Salesforce, touted by many as the first SaaS cloud product on the market, has delivered customer relationship management solutions via the internet for the last two decades. Acumatica, on the other hand, launched in 2008 to deliver a suite … Read more

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Cloud ERP Fabrication
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Lauren

Is the Fabrication Industry Ready for Cloud ERP?

Fabrication is a tough business. Commodities prices fluctuate rapidly, offshoring creates new competition, and new technologies present additional risk. It’s a perfect storm, and to weather it, you need to balance customer-centric business practices with demand for cost optimization, speed, and flexibility. Following our last blog discussing some of the things that fabrication companies including … Read more

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Acumatica Dashboard Tip
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Colleen

The Best Acumatica Dashboard Tip

Acumatica web-based ERP provides the robust dashboard capability that most Clients demand.  Dashboards provide access to real-time information in consumable bites.  You can view dashboards when you log into Acumatica through your web browser or view them on the Mobile App. So how do you move away from reporting and make this powerful tool work … Read more

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Dynamics SL Challenges
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Mike

5 Microsoft Dynamics SL Challenges (and How to Address Them)

Microsoft Dynamics SL has long been the go-to for project-based businesses in need of a focused solution that delivers financial management, project management and accounting, distribution, field service, payroll, e-business, and more. However, while it does do many things well, there are certain areas where it could be improved, better customized, or better supported. 1. … Read more

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Bank Reconciliation in Dynamics 365
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Juliet

Dynamics 365 Business Central:  How to Complete a Simple Bank Reconciliation

Microsoft Dynamics 365 Business Central offers automatic methods to reconcile your bank statement; such as importing a file with your bank statement information. However, I often find clients need to reconcile things manually in their system. In this blog, I am going to review the manual method for bank account reconciliation. The Payment Reconciliation journal … Read more

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Modifying Invoices in Dynamics 365
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Juliet

Modifying the Sales Invoice Format in Dynamics 365 Business Central Using Microsoft Word

Most businesses require some customization to their reports and documentation; such as invoices, sales orders, etc.  With Microsoft Dynamics 365 Business Central, you don’t need a developer to help with this.  You get the options and flexibility needed using the well known interface, Microsoft Word. Modifying the Sales Invoice format: In the following example, I … Read more

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Dynamics General Ledger
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Juliet

Import General Journals into Dynamics 365 Business Central with a Configuration Package

A simple configuration package can be created and used to import General Ledger Entries into Microsoft Dynamics 365 Business Central. This can be very helpful and save time when importing historical balances. Here’s How To set this up, start by using the global search for “configuration package”: Create a New package and provide the following … Read more

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Time to Upgrade Acumatica
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Colleen

Have you upgraded your Acumatica system lately?

Are you running an old version of Acumatica?  If so, you need to consider an upgrade.  Acumatica stopped supporting version 6.0 at the end of January 2019.  We just received notification that support will end on version 2017R2 July 31st, 2019.  What does that mean for you?  If you are on an Acumatica version older … Read more

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Dynamics 365 Personalization
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Juliet

Two Great Ways to Personalize Dynamics 365 Business Central Using Dimensions

In Microsoft Dynamics 365 Business Central, a dimension can be created by a user to help perform analysis on various documents. According to Microsoft, “dimensions are attributes and values that categorize entries so you can track and analyze them.” This helps organize data for sorting and analysis, without creating a bunch of separate GL accounts. … Read more

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Cash Payment in Dynamics GP
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Juliet

How the “Cash” Payment Method Affects Invoices in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central functions like every double-entry accounting system: its base modules provide all you need for accounts payable and accounts receivable. One helpful tip when entering invoices is to be aware of how the payment method that you select will ultimately affect how the invoice gets processed within the system. You can … Read more

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