Crestwood Blog

Dynamics 365 BC Check Printing
Juliet Constantino
Juliet Constantino

How to Print Payables Checks in Dynamics 365 Business Central

When printing checks in Microsoft Dynamics 365 Business Central, there are a couple settings to be aware of. The following steps will guide you through selecting the correct check stock and printing the checks during payment journal processing. Step One: Double-Check the Check Stock First, select the proper format to match your pre-printed check stock. … Read more

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Productivity Tips
Lauren Christoff
Lauren Christoff

Does Anyone Do Direct Mail Anymore?

Most don’t know this about me, but prior to joining Crestwood Associates, I was the Mail Merge Queen of the world. 😊 I’ve supported both sales and marketing departments for over 20 years, serving law firms, transportation, and the manufacturing industry.  While in each of those positions, I’ve created hundreds of mail merges, from form … Read more

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Ship Engine Add-on solution for Acumatica
Colleen Schils
Colleen Schils

Integrating Third-Party Add-Ons with Acumatica (ShipEngine Sample Case)

Acumatica is such a powerful, user-friendly platform in part because it’s so customizable for every customer’s unique needs. Whether it’s out-of-the-box functionality that just need small tweaks from experienced developers or any number of external add-on products. One of those add-on products that we recommend, and that our customers use frequently, is ShipEngine. ShipEngine allows … Read more

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2020 Budget
Brian McGuckin
Brian McGuckin

Is Your Company’s Budgeting Process Stuck in the Past?

It happens every year. Fire up the email and spreadsheets, it’s budgeting and planning season. The email leading up to the beginning of the process is sent out and a collective ‘ugh’ runs through your organization. Why? Because despite being a necessary way to set aside money, this annual tradition is inefficient, inflexible, and relatively … Read more

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Dynamics 365 Business Central Learning Resources
Jen
Jen

2020 – The New Year Brings Lots of Training Options for Dynamics 365 Business Central

I have noticed a ton of new videos, tutorials, documentation, and overall training materials coming out lately for Dynamics 365.  Seems that the New Year is going to be booming for Dynamics 365!  Here are a couple of recommended and free training places. Crestwood First, don’t forget, Crestwood has a YouTube channel with a playlist … Read more

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Acumatica Cloud ERP
Lauren Christoff
Lauren Christoff

Give Your Employees the Gift of Anytime, Anywhere Access with Cloud Based ERP

2019 is coming to an end. However, leading up to the end of the year, there’s a holiday coming up, one that your employees may be heading home for. “Home” means different things to different people. For some, this may mean a few miles down the road, for others, it’s a cross-country flight away. Unfortunately … Read more

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Dynamics GP Year-End Help
Mary Lenehan
Mary Lenehan

Crestwood Associates’ Microsoft Dynamic GP Year-End Recap

Missed our GP year-end events?  No worries, here’s a recap of the important changes: W-4 form change for 2020 Changes for Employee Self Service W4 form and Cards | Payroll | Tax window (required table changes) No W-2 or ACA form or EFW2 electronic file changes No Payables form changes (1099s) Fixed Asset Luxury Auto Depreciation changes … Read more

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Payroll Tax
Jen
Jen

Simplify Tax Preparations with Deluxe Checks

Save time by ordering pre-formatted tax forms and checks for Microsoft Dynamics GP and Dynamics SL. Crestwood Associates has partnered with Deluxe Checks offering you a Priority Service Code on all orders of IRS-approved tax forms, checks, invoices, and more.  With this Priority code, you’ll receive special offers, discounts, and ease of ordering Dynamics related … Read more

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Dynamics GP Payroll Tax Updates
Mary Lenehan
Mary Lenehan

Dynamics GP 2020 U.S. Payroll Tax Update Release

The 2020 Round 1 tax update has been released.  There are new federal tax tables published based on 15-T, including new head of household status, and withholding tax tables.  Additionally, FICA social security limit for 2020 is increased to $137,700. State updates include: California Illinois Iowa Kentucky Maine Michigan Minnesota Missouri North Caroline North Dakota … Read more

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Empowering your Sales team
Amber
Amber Tselios

Seeing the Big Picture: Analytics, Dashboards, and Business Intelligence Give Sales Managers a Cornucopia of Information 

Sales keeps the business running, but who keeps the sales team running? The role of a sales manager is by no means an easy one. Whether you moved from rep to management or saw this as the ideal opportunity to move up the ladder, you know that managing a sales team is stressful. Just because … Read more

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CRM Functionality in D365 BC
Christine Jacob
Christine Jacob

CRM Functionality in Dynamics 365 Business Central

Microsoft Dynamics Business Central comes with built-in light customer relationship management (CRM) capabilities as part of the Essentials license. Click here for a full overview of Dynamics 365 Business Central’s functionality. Dynamics 365 Business Central Essentials or Premium users have access to Campaign Management, Campaign Pricing, Contact Classification, Contact Management, Opportunity Management, Relationship Management, and … Read more

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