Crestwood Blog

Learn Power BI
Amber Tselios

But WHY Power BI?

THE most powerful tool for business insights on the market right now is a big part of Microsoft’s Power Platform: Power BI. With Power BI (which stands for “Business Insights”), you can leverage your data to easily build reports and dashboards with interactive visualizations. And, not just Dynamics data either – even Acumatica, QuickBooks, or … Read more

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Ransomware Colonial Pipeline
Ben Borger

First-Hand Evidence of the Dangers of Ransomware: The Colonial Pipeline Story

If you live on the East coast, you likely had some early pandemic flashbacks recently; stories of a gas shortage threw people into a gas-buying frenzy (indeed making that gas shortage narrative a true one). Social media was filled with photos of people in pickup trucks filling barrels with gasoline and videos of motorists physically … Read more

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Acumatica eCommerce
Amber Tselios

Meet Our Experts: Freddy the eCommerce Specialist

As we discussed in our last ecommerce blog, online shopping is bigger than ever, which means online selling is bigger than ever. Many of our customers are making the turn to digital sales, if it is applicable to their business. Online stores allow business owners to reach more potential customers, get more data and insight … Read more

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Backups in Dynamics 365 BC
Ben Borger

The Rundown on Backups in Microsoft Dynamics 365 Business Central

Database backups are an essential part of any business continuity and disaster recovery strategy.  Using cloud products like Microsoft Business Central includes disaster recovery services such as backups and storage.  Here is the overview of backups and restores for Business Central. Microsoft Dynamics 365 Business Central online service uses Azure SQL Database as the underlying … Read more

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SRS codes
William Schroeder

Passing Multi-Value Parameters in SRS/SSRS Reports to Sub-reports

Microsoft SQL Server Reporting Services (“SRS” or “SSRS”) have been around for the better part of two decades, first hitting the streets in early 2004.  Over the past 16+ years, many articles and blog posts have been written about passing multi-value parameters between reports using a combination of the JOIN and SPLIT functions.  These work … Read more

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Custom URLs in Business Central
Wendy Zumpano

A Simple Way to View Tables with a URL in Dynamics 365 Business Central

Here is a really interesting tip! A customer of ours was looking to add the Vendor Order Number field to their Posted Invoices list. After researching, we found that it potentially involved connecting a separate table. We thought a customization was in order, but then I learned about an interesting workaround – editing the URL to … Read more

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Crestwood Add-ons get Certified by Acumatica
Amber Tselios

Three of Crestwood Associates’ Add-On Products for Acumatica are Certified for 2021 R1

Acumatica has recognized Crestwood’s Lockbox Processing, 360° Sales View, and Collections Management products for quality and usability with their latest version Schaumburg, Ill. and Orlando, Fla. – May 7th, 2021 Crestwood Associates is proud to announce the first slate of add-on products (Lockbox Processing, 360° Sales View, and Collections Management) have been recognized as Acumatica-Certified … Read more

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Featured Images Acumatica Summit
Amber Tselios

Three Reasons to Attend Acumatica Summit

Acumatica Summit 2021 is fast approaching! With the end of the pandemic in sight, our team is thrilled to be taking part in the first live event in over a year and a half. Originally scheduled for January and then April, Summit is now set for July 18-23 at the Wynn Hotel on the Las … Read more

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Acumatica CRM
Melissa Blassingame

The Latest in Acumatica CRM 

We don’t need to tell you the importance of a good CRM system. Customer Relationship Management is a fairly new module in Acumatica, and each release comes with a set of new features. We’re going to look at the latest updates below. Business Accounts New Layout of Business Accounts Form The Details tab has been … Read more

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Microsoft Power Automate
William Schroeder

Automate Repetitive Desktop Tasks With Power Automate Desktop

Good news! If you are an existing Windows 10 user, you can now download Microsoft Power Automate Desktop for free! Microsoft made this download available on March 2nd, 2021. Why Power Automate Desktop? Power Automate Desktop (formerly Microsoft Flow) will allow you to automate repetitive tasks such as mouse clicks and keyboard taps in much … Read more

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Bank Reconciliation
Kayla Radics

How to Reprint a Previously-Posted Bank Reconciliation (Business Central Quick Tip)

“Help! I’ve previously posted and printed a batch in Dynamics 365 Business Central but I need to reprint some of the reports from my bank reconciliation!” No fear! Crestwood is here. Below are the steps to reprint a previously-posted bank reconciliation. First, navigate to the top ribbon and select Cash Management > Bank Accounts. Highlight … Read more

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""
Lauren Christoff

Accelerate Your Journey to AP Automation with KwikTag (Webinar Recording)

This live event has passed, but you can still View the recording here!   In a world working everywhere, KwikTag has made your digital transformation easier than ever. KwikPayables Accelerate for Dynamics GP is a cloud-based (SaaS) accounts payable automation solution that provides a totally digital automated process from invoice capture to payment processing. KwikPayables … Read more

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Power BI
William Schroeder

Moving from Crystal Reports and SSRS to Power BI

We have been asked by many clients about moving their existing business intelligence solutions to the modern Microsoft Power BI platform, and most of those inquiries involve some combination of Crystal Reports and SQL Server Reporting Services (SSRS) reports.  One question we are often asked in those discussions is, “how do we migrate our existing … Read more

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William Schroeder

How to Connect Business Central to External Systems (API Set Up)

The icing on the cake of a great ERP system lies in its customizability. APIs allow users to connect Microsoft Dynamics 365 Business Central to external services, eliminating the need for constant back-and-forth between systems. With Dynamics 365 Business Central, users are able to connect Web Services using a point-to-point connection between their ERP and … Read more

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Wendy Zumpano

Goodbye Dynamics User Groups – Hello Dynamic Acceleration Cloud

As an old-school Great Plains accounting veteran (my father was one of the very first partners in the late 70s), I’m a fan of user groups. GPUG, DSLUG, and even the three D365UGs (if I can figure out which one is which). In particular, the discussion threads are especially helpful. I trust feedback provided in … Read more

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GP Bug Fix Black Boxes
Georgia Stewart

Black Boxes Update (Bug Fix for Dynamics GP Report Writer)

As we mentioned in a previous blog, users printing from Report Writer (including checks!) were experiencing an error: black boxes instead of images. This problem spanned across a number of Microsoft products. (Photo credit: Justin Sutton, Dynamics GP Support Team) The Solution The fix is here! The latest update (released March 18th, 2021) includes the … Read more

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Tax Time
Jen Jerzak

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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