Crestwood Blog

Tiffany Bennett

Multiple Companies Report Not Pulling Data in MR

Imagine the following scenario in Management Reporter (MR).  A report runs fine when running it individually, for separate companies, with no tree.  However, when adding a tree that crosses multiple companies from different Dynamics SL application databases, the report gives no data.  How can this be? The cause of this is due to different CURYIDs … Read more

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Mary Lenehan

MR CU16 & More

Many Dynamics SL users have been confused by Microsoft’s messaging around Management Reporter (MR). Here’s a question I’ve heard a few times lately: “I’m planning my Dynamics SL 2015 upgrade from Dynamics SL 2011, is it worth migrating to MR if it’s going away?” Here’s the low-down: MR is being sunset – meaning no new service packs (or cumulative updates … Read more

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Jen Jerzak

Dynamics SL 2017 Updates and Hotfixes

Microsoft has recently released many updates and hot fixes.  If you haven’t been keeping up on these, you might want to take a look.  There have been many issues resolved with some of these.  You’ll have to log into your Microsoft CustomerSource account.  If you need help with that, just email us at Support@Crestwood.com. Here’s … Read more

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Joe Jacob

SQL Table Copy SP

Do you ever get tired of typing ‘Select * INTO SourceTable02417 FROM SourceTable’ to make a quick backup of a SQL Sever table? I did, so here’s a quick and dirty little stored procedure to take care of that manual process. Here’s how it works: When you call this Procedure (PROC), simply use the following … Read more

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Joe Jacob

Quick Email Searching Tip

Here’s a HUGE time-saving tip when searching for an email in Microsoft Outlook and Office 365. Who, what, and when are the key.  Just follow these simple syntax rules, and you’ll be amazed how easy it is to find those emails. Replace Who with FROM: ​Replace What with ABOUT: Replace When with RECEIVED: ​Here’s an example: … Read more

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Melissa Blassingame

Closing Financial Periods in Acumatica

To prevent transactions from being posted to the wrong period, it is important to remember to close financial periods during your month-end process in Acumatica.  If transactions gets posted to the wrong period, it can affect your financial reports, and that can be disastrous. We’ve created a step-by-step guide, with screen shots, to walk you through … Read more

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Brandon Richards

Dynamics GP Web Services Not Working

Recently, we received a call from a client that their Microsoft Dynamics GP web services stopped working.  Additionally, they weren’t able to get into the Dynamics Security console either. The Problem: When clicking “Select Applications” the message would appear in the lower left corner “Action: In progress…” and nothing further would appear. Browsing to the … Read more

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Lauren Christoff

Entering Microsoft Dynamics GP Registration Keys

Entering your Microsoft Dynamics GP registration keys is an easy task to accomplish, as long as you know where to go and what to do.  Sometimes your Dynamics GP Registration Keys may need updating.  For example, because you have increased your number of licensed users. Here’s how to update your Dynamics GP Registration Keys After … Read more

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Melissa Blassingame

Acumatica Version 6.0 AR Parent/Child Enhancements

If you already have Acumatica, you need to check these out!  If not, send us an email at Marketing@Crestwood.com and see Acumatica for yourself – it’s an amazing system. In the latest release, Acumatica Version 6.0 there are three enhancements I am excited about.  These all relate to the Parent/Child relationships. Sharing Credit Verification Rules … Read more

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Jen Jerzak

Crestwood Associates Wins Acumatica US Partner of the Year

Recognized for Outstanding Leadership, Growth, and Expertise with Acumatica Acumatica announced at their 2017 annual conference, Crestwood Associates has been named Partner of the Year for 2016 in North America.  “This year, we are honored to recognize the expertise and commitment from Crestwood Associates and name them as our top partner in the US,” Jon … Read more

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Jen Jerzak

Setting up a Custom Email Signature in Dynamics CRM 2016

We’ve been waiting for this feature.  It’s a customer request.  Microsoft finally added a way to set up your own custom email signature in the newest version of Dynamics CRM.  Yeah! Here’s step-by-step instructions: Navigate to the Options area under settings This will open up your Personal Options.  Once here, navigate to the Email Signatures … Read more

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William Schroeder

Setting a Datetime Value in Dynamics CRM 2016 Using C#

The below C# pseudocode will set a “Date and Time” attribute to a provided value using the Microsoft Dynamics CRM SDK framework.  This part is very straightforward and can, in fact, be simplified by performing the type casting in one line rather than parsing via multiple lines. string sSourceValue = “12/01/2016”; string sDestField = <DateTime_Attribute>; … Read more

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William Schroeder

Nothing Happens When I Click on the Dynamics GP Menu

Recently, I came across an issue at a long time Microsoft Dynamics GP client.  When they tried to go to the Receivings / Transaction Entry window via Transactions > Purchasing menu, nothing would happen.  It would not open, even though the option was present in the menu.  Additionally, there was no error message and it didn’t … Read more

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Georgia Stewart

Resetting Benefits in Dynamics SL Payroll for the Next Benefit Year

In Microsoft Dynamics SL, employee benefits are defined in the Benefit Maintenance (02.340.00) screen. The field ‘Year Type’ is used to determine when a benefit will be reset or roll over. Here’s an example and explanation of how to reset benefits for the next year. You have two options in the Year Type field: Employee … Read more

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