Crestwood Blog

Time Management with Multi Entities
Mike Gordon
Mike Gordon

Dynamics GP:  Multi Entity Issues with Vendors, Customers, or Items not Being Available

I recently came across a client that had issues accessing new Items, Customers, and Vendors.  The issue wound up being relatively simple; it was because when these things were setup in Dynamics GP, the Entity Relationship in Multi Entity Management was not setup.   What is Multi-Entity Management? If you use multiple companies in Dynamics … Read more

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Webinar
Amber
Amber Tselios

Video Series: All About Acumatica

Crestwood completed the Acumatica in action series with its final recording of Transitioning to Acumatica. Each week we focused on a different area of the solution, starting with a introductory overview. If you missed this series, that’s ok, we recorded each webinar and put them here for your viewing. November 13th, 2:00 PM:  An Introduction to … Read more

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New Features on Collections Management for Dynamics SL
Christine Jacob
Christine Jacob

Three New Features Coming Soon to the Collections Management Crestwood Add-on Module for Dynamics SL 2018

We are excited to give you a preview of some of the new features in Crestwood AR Collections Management for Microsoft Dynamics SL 2018.  In addition, this functionality will be available as a Feature Pack for SL 2015 Users! Attach Statements to Emails – When you are mass producing Dunning Letter emails you will now have … Read more

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Dynamics 365 Business Central
Melissa Paglia
Melissa Paglia

Dynamics 365 Business Central – The Perks of the Financial Management Module

What is Dynamics 365 Business Central, again? Microsoft Dynamics 365 Business Central is Microsoft’s subscription-based ERP solution that provides a full range of accounting and operational functionality. For more details about the product as a whole, check out this blog post and intro video. One of the most important pieces of any ERP system is the … Read more

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ERP ROI
Jen
Jen

AWS and Acumatica: The ROI of Modern Cloud Solutions

The choice to upgrade to a modern cloud solution from a legacy system is imperative if a business wants to thrive. But such a significant investment of time and money should be researched thoroughly and most probably will require evidence of your Return on Investment. Acumatica’s Whitepaper, ROI Analysis of Replacement ERP, provides the tools for … Read more

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Acumatica Snapshot
Melissa Blassingame
Melissa Blassingame

Creating a New Tenant by Copying Settings from Another Tenant

In Acumatica, you can use snapshots to easily create a new tenant by copying settings from another tenant.  Snapshots can be used as templates to quickly and easily set up new tenants similar in configurations; such as a test environment. They can: Contain full or partial data Can be saved locally Can be imported and … Read more

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Cloud Storage OneDrive
Amber
Amber Tselios

How OneDrive Solved Our Collaboration Issues

As many companies do, Crestwood has regular company-wide calls that are attended by all our employees scattered across the country. The centerpiece of this call is a single PowerPoint presentation. But as each department worked on their respective slides, we were finding that dozens of different copies were being created, changes weren’t being saved, outdated … Read more

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Open Database Connectivity
Colleen Schils
Colleen Schils

Acumatica SaaS ODBC Database Access Retirement March 2019

Acumatica will be retiring the ODBC database access for all of their SaaS customers effective March 31, 2019, unless you have paid for a private cloud instance through Acumatica.  Many people rely on this type of connection for reporting and integrations with legacy systems.  Crestwood has options if you’re dependent on ODBC, read on. Why is ODBC … Read more

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Acumatica Customizations
Mike Gifford
Mike Gifford

Steps to Consider Prior to Customizing the Acumatica Portal

Acumatica is easily customizable; however, there are some important factors to consider before you start making all those changes.   When it comes to making certain changes that affect the logic behind the system, or user interface changes to the Acumatica Portal, there are several things to consider and keep in mind. The Acumatica portal has … Read more

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Dynamics 365 Project
Amber
Amber Tselios

What is this New Microsoft ERP Product – Dynamics 365 Business Central?

One of the biggest reasons that Microsoft leads the ERP industry is their commitment to constantly improving and evolving to meet the changing needs of businesses. However, it occasionally results in a bit of confusion. That is the case with Microsoft Dynamics 365 Business Central. Let’s clear a few things up: What IS Dynamics 365 … Read more

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keyboard shortcuts
Mike Aichinger
Mike Aichinger

Keyboard Shortcuts in Acumatica

Acumatica exists to save you time, decrease errors, and ultimately save money. One way for users to superpower that efficiency is with keyboard shortcuts. We’ve written before about the reasons to use keyboard shortcuts, but here’s a refresher: Increase efficiency What would take 4 clicks with a mouse can be accomplished with a single keystroke, … Read more

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Sales leads in Acumatica
Diane Grayson
Diane Grayson

Tracking Opportunities & Revenue Forecasting in Acumatica

It’s important to understand how the CRM part of Acumatica addresses sales forecasting and opportunities. Acumatica comes out of the box utilizing a seven-step sales funnel/process. These steps are customizable to match your business needs. You can have multiple processes defined, and within each of them you can add, change, and remove stages to fit … Read more

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