Did you know that you could integrate OneNote with your Dynamics 365 environment? This will allow you to easily access a OneNote notebook directly from the 365 dashboard, adding additional functionality that the Customer Notes feature in 365 doesn’t support. You can easily share customer notes, and add images and drawings. Requirements: D365 Online version … Read more
When printing income statement reports from Microsoft Dynamics 365 Business Central, the standard report is clear, but doesn’t provide details for every G/L account within the account categories that were assigned when setting up. This video shows how to quickly and easily create a custom view that allows you to view detailed information for all … Read more
AvidXchange, a financial technology company, has named Crestwood Associates as runner-up to their annual award of “Rookie of the Year” at their annual Partner Connect and Revolution Users’ Conference held this year in Chicago, IL. AvidXchange joined Crestwood’s list of independent software vendors in 2016. “AvidXchange is focused on the quality of the partnerships we cultivate, … Read more
Crestwood Associates has again been named to the Bob Scott’s Insights 100 Top VARs for 2018. This is Crestwood’s sixth consecutive year appearing on the list at the highest ranking yet: #36. The Top 100 resellers are chosen from organizations that sell and implement Enterprise Resource Planning (ERP) and accounting software. “We always appreciate appearing … Read more
We recently got a call from a customer with a Management Reporter (MR) Dynamics 365 issue that I had not run into yet. It happened after the client had installed updates and rebooted their server. They weren’t sure what happened but MR started prompting everyone for a username and password when trying to run reports. … Read more
Many people use Scribe to connect their Microsoft Dynamics GP system to other business systems. With Scribe’s Dynamics GP Connector, you can build simple or complex integrations with Dynamics GP, whether that be through the standard business objects, or going directly to the tables and stored procedures. We have built many of these types of … Read more
I was helping a client and was trying to determine the problems with Integration Manager (IM). However, when I went to check the log files, I got an error message and couldn’t get to the log files to see the problems. Here is the IM Log Error: Within Integration Manager, I went to view the … Read more
I recently helped a customer solve an issue with their Purchase Order (PO) in Microsoft Dynamics GP. They had changed the cost on an inventory item, but the new item cost was not showing up on the PO. Why is this? Here’s what happened First, my customer had changed the “Current Cost” of an item … Read more
I was working on a client project in Acumatica and stumbled across the PXCheckUnique attribute. This handy attribute allows the system to ensure that field values are unique that aren’t a part of the unique key defined for the table. PXCheckUnique Allows you to control unique values in a grid for a specified set of … Read more
I recently had a couple of my clients complain about their merchant services for processing credit cards in Microsoft Dynamics GP, so I decided to look at alternative solutions. Since Crestwood is part of the BDO Alliance, I asked who they might recommend. iTransact merchant services was at the top of the list. After some … Read more
Recently, one of our clients upgraded to Microsoft Dynamics GP 2018 and ran into an issue with a view no longer working. They used a view in a SmartList to show security roles, security resource details, and tasks assigned to each user in a Dynamics GP company. However, after the upgrade, this view no longer … Read more
Raise your hand if you have ever had problems dealing with Headers & Footers in Microsoft Word. Did you raise your hand? I know I did! My boss emailed me a couple weeks ago. “Lauren, can you remove the 3rd page? Every time I try, the footer disappears.” “Not a problem,” I replied, “see attached…” … Read more
Do you have batches where one line that is recorded to a wrong account, subaccount, or branch? You probably don’t want to reverse the whole transaction to fix it. In Acumatica, using the Reclassify action allows you to change the one line of a batch that needs to be fixed, instead of Reversing the whole … Read more
Did you know that Acumatica has a mobile app that you can use on your phone or tablet? It comes with your license at no additional charge! Yes, that means FREE. This tool can be valuable to you and your team and it is easy to access and setup. How to Setup the Acumatica Mobile … Read more
Entering budgets directly into Dynamics SL can be a tedious task. No one wants to enter budgets one account or subaccount at a time. To save time and reduce mistakes, it is easier to enter the budget information into Microsoft Excel first, in the proper Dynamics SL format, and then import it. Steps to import … Read more
Recently, we received a call from a client explaining how they were missing AR documents in the Detail area of the AR Payment Application screen in Microsoft Dynamics SL. However, the missing documents did show up on the Aging Report and also showed as “open” in the Customer Maintenance Activity. What’s going on? Where are … Read more
Data security and integrity is of paramount importance to any business. This is true whether your ERP system is on premise, in the cloud, or a combination of the two. In a previous blog, I talked about our Crestwood Cloud platform and the two complementary backup solutions that we designed to safeguard client data: SQL … Read more
Most people export a .csv file of their Trial Balance Detail report right from Microsoft Dynamics GP for their audit team. However, you usually end up spending more time than you would like cleaning it up, re-formatting, and manipulating it first. Sound familiar? Here’s an easy solution: Export using SSRS Instead of exporting from Dynamics GP … Read more
Our clients often ask about the best data integration options with Dynamics GP. While every client’s business requirements are different, there are still several best practices that our team considers when working with our clients. First, we always make sure that we understand the business requirements for the integration. This includes setting short-term and long-term … Read more
Which vouchers have attachments? In Dynamics GP, the Document Attach feature allows you to connect documents such as requisitions, credit reports, and images to master records and transactions. An easy way to quickly see whether a payable voucher has an attachment is to create a SmartList. Read on to find out more and download our … Read more
Welcome to Crestwood’s new Productivity Tips. Every week we will look at a new feature in Office 365 and show you every day tips and tricks. I’m certain you will find lots of time savers for Outlook, Word, Excel, and PowerPoint. Microsoft Outlook’s Email Attach File Tool One of my new favorite features of … Read more
I use Professional Advantage Collection Management for Dynamics GP every day and have found a couple of features that are very useful and time-savers. Here are two helpful tips you need to try. Last Payment Made View First, I am always looking at the view showing me the last payment made and how it … Read more
Acumatica comes with over 250 standard reports; however, one of the most common requests we get is how to set up a Quarter-to-Date (QTD) financial report. Using Acumatica ARM, there’s no hidden columns needed – you just run the financial reports for a Quarter-end period. Here’s How: Here’s an example of a column output for … Read more