Advanced find is a powerful tool within your Dynamics 365 (CRM) system. Knowing how to use it will help you to find lists of data with specific criteria, edit that data, export, review, and so much more. You might want to print out this handy cheat-sheet and keep it on your desk. Here’s a nice … Read more
If you have an on premise database you may be curious as to how your data updates in real-time in your Power BI dashboards and reports. Instead of moving your data or constantly refreshing it, data is updated with a Power BI feature called a gateway. Types of Gateways and Features Personal Gateway Works solely … Read more
Acumatica comes with a full approval process built in. No matter what size company you are, everyone benefits by having an independent check on key transactions. These approvals prevent the accidental (or intentional) loss of cash flow which could take place on unauthorized purchases, credit limits and product pricing. Features of the Acumatica Approvals Process … Read more
Organizations are finding lots of value out of implementing workflows in their Dynamics GP systems. Recently, we helped a business set up one to put controls around their purchasing processes. You could use this for purchasing office supplies, raw materials, or items to support your distribution business. Additionally, it will help you go paperless and … Read more
Don’t miss out on a great tool, start using Microsoft Dynamics SL Web Apps today! Microsoft has put a great deal of resources into updating and releasing new web apps every month. Here are some of my favorites. What are Dynamics SL Web Apps? At a very high level, Dynamics SL Web Apps allow you … Read more
There are various ways to add a drop-down list in Acumatica. You could use the “out of the box” “Attributes” that are available for most of the entities or you can create a drop-down list field using the Customization tool. Let’s say you just want to add a field and the dropdown list will not … Read more
ARM is a great tool for our customers with typical financial reporting needs. Use FYIsoft when you have the need for more complex financial reporting. FYIsoft is a web-based reporting tool that works easily with Acumatica. Learn how to migrate reports from a legacy ERP system and use FRx or Management Reporter. This saves many … Read more
Have you ever had that important question, and just wanted to ping someone quickly for the answer, but when you pull them up, you realize they are busy or presenting? UGH. Then, you move on and totally forget later to ask? Here’s a great little trick – Tagging You can easily tag a person in … Read more
Problem & Fix I recently encountered an issue with a Microsoft Dynamics GP Purchase Order not being allowed for a specific item. When I looked closer, I found the Inventory Item was missing setup information, which was causing the problem. Here is the Item Maintenance Card: In the Dynamics GP Item Maintenance card, make … Read more
I’ve often said that “data you don’t have at least two copies of is data you don’t care about.” This simple maxim will go a long way to protect your family photos and other personal data. However, a reliable data security strategy for an enterprise – well, that can be more complicated. But it doesn’t … Read more
Many times, we think about upgrading versions of our software but just don’t take the time to do it. Don’t get caught with an unsupported version, you’ll miss out on important updates, hotfixes, and it could potentially cost you more in the end. The new version, Dynamics GP 2018, was released in December 2017, and … Read more
Dynamics SL 2015 Year-end Updates This has been out for a couple months, but we didn’t want you to miss the important updates. The 2017 Year End Updates includes changes for 1099 and W-2 reporting to comply with 2017 tax year regulations. Included with the update files is a technical document. TY2017YrEndUpd.pdf “Microsoft Dynamics SL … Read more
Presented by Jeff Suwyn, Microsoft Dynamics SL Marketing Manager Log into Microsoft CustomerSource for more information, details, and full access. Introduction to Dynamics SL 2015 This video is a high-level overview of what Dynamics SL 2015 has to offer. It includes basics concepts used in the application. Part 1 Part 2 Financials in Dynamics … Read more
Microsoft Dynamics GP Upgrade Methodology There’s a reason why our clients trust Crestwood Associates to upgrade their Dynamics GP systems to the latest version. It’s a complicated process and we’ve done hundreds of them. Upgrades can take anywhere from 30 to over 100 hours depending on the complexity of your system. So what are we … Read more
Dynamics SL Upgrade Methodology Is it time for an upgrade to the latest version of Dynamics SL? If so, Crestwood Associates is poised to help you through this complex process. We bring resources to the table with years of expertise to make the experience as stress free as possible for our customers. Here’s what we … Read more
Many customers are planning to upgrade their Microsoft Dynamics SL this year. Are you thinking about an upgrade too? Here’s the top reasons: Refreshable Excel files with Quick Query In Dynamics SL 2015 the “Grid to Excel” feature in Quick Query now supports the creation of refreshable Excel table documents as well as pivot tables, … Read more
Are you trying to increase your sales cycle and win more deals? Maybe you are trying to improve processes and efficiencies within your organization. Studies show that by using eSignature technology you can make this happen. What is eSignature? It’s basically an electronic signature. The person signs electronically and it provides the same legal standing … Read more
Crestwood Associates is humbled and honored to be the recipient of multiple awards and accolades at the Acumatica Summit in Nashville last week. Not only did our team receive reward and recognition, but our client, XByte Technologies, won Acumatica Customer of the Year. Here’s a quick look at the entire list of Crestwood wins. Customer … Read more
Recently, we have received a handful of calls on how to add a new user to Management Reporter (MR). So, I thought this would be a good time to revisit the process. First, you must be an MR administrator to add users. Also, the user you are adding must have access to the company in … Read more
Microsoft Dynamics GP 2016 enhanced the procedure to place prepayments on purchase orders making it easier when requiring an upfront payment from customers. Setup First, you must setup prepayments in the purchase order processing window. Go to: Tools>Setup>Purchasing>Purchase Order Processing. Click to Allow Purchase Order Prepayments and Create manual prepayment from Purchase Order Processing. Choose … Read more
Thanks to Jeff Suwyn for the latest news. Dynamics SL 2015 Year End Update The 2017 year-end update is available and includes changes for 1099 and W-2 reporting to comply with the 2017 tax year regulations. Download with your Microsoft CustomerSource login here. Dynamics SL Directory Find all information and content for Dynamics SL 2011, … Read more
User adoption of any new system can be painful – and that’s true for Dynamics CRM too, now called Dynamics 365. However, with Learning Paths, Microsoft has taken what was once a clunky, disjointed experience and make it slap-you-in-the-face simple. What is it? Microsoft Dynamics Learning Paths – context-sensitive, role-specific pop-ups right in Dynamics 365 … Read more
It’s that time of the year, and we’ve been getting a lot of inquiries on 1099 reporting. Here are a few of the top tips to share with you: If you are getting a blank 1099 MISC report, it’s probably due to the Branch not having the 1099 reporting box checked. Even after documents have … Read more
Microsoft has retired the Connect gadget on the Dynamics GP home page. Microsoft used this gadget to communicate Dynamics GP community news and information to users. Now that it has been retired, you might see the following error on your home page if your Connect gadget is still in place. “Navigation to the webpage was … Read more