Wednesday, December 15, 2021 12:00 PM – 1:00 PM (CST) PopDock is the software for your future. use all your GP SmartLists with other systems and apps. Easily combine your GP data with your CRM, expense system, eCommerce, inventory, customer systems and more. Better yet, if you upgrade to eOne’s new product, PopDock and … Read more
It’s that time of year again to think about closing the fiscal year. With many clients making the switch from Microsoft Dynamics GP to Microsoft Business Central, I’ve been asked many times, “how do I close the books in Business Central?” “Do you have an eBook on it?” or “is Crestwood going to have a … Read more
As the holidays approach, it makes me think of closing the fiscal year. Here is a checklist and the step-by-step process for closing out 2021 in Microsoft Business Central. As always, our team of support experts are here to help if you need anything. YEAR END CHECKLIST POST ALL OPEN JOURNALS: Payments, Deposits, Cash Receipts, … Read more
We are all called upon, on occasion, to wear different hats and be responsible for things that may be outside the realm of our traditional job tasks. There is nothing wrong with learning something new and taking on additional responsibility, unless you are juggling more than what you can handle. Just because you can balance … Read more
Bank Reconciliation within Microsoft Dynamics 365 Business Central is powerful, but if it is not set up correctly, it can wreak havoc. Microsoft Docs does have some documentation (on managing bank accounts in BC and auto-reconcile bank accounts in BC), but it doesn’t provide much of a step-by-step and inexperienced users may miss some things … Read more
This is the second consecutive year of an event that we all hope won’t become an annual one: the IRS announced changes yet again to the 1099-NEC form. There are minor changes to some boxes, and the 1099-NEC form is now three forms per page (where last year it was two). Form 1099-NEC sizing: there … Read more
Another Business Central RE-Implementation Case Study If I said to you: “their system is set up in USD,” would it raise any flags to you? What if I said that to your VAR partner? Would they be alarmed? You read our title correctly; even American companies working SOLELY in US dollars shouldn’t be setting up … Read more
Pumpkin spice lattes are back; college football is underway; folks are pulling out the Halloween decorations. That means only one thing in Business Central world: it’s time for Wave 2. Microsoft is set to release their Dynamics 365 Business Central Wave 2 release in October, and WOW are there some exciting new features planned. Microsoft … Read more
Missed a webinar? Want to watch it again? Need a refresher? Or just looking for information? Visit our library of Crestwood webinar recordings. We have saved them all in one easy access location for you. Here is a list of categories and featured videos all in one place for your viewing pleasure. Go to the … Read more
In Microsoft Dynamics 365 Business Central, dimensions are what we use to categorize entries so you can track and analyze them on documents throughout the system. Dimensions can, for example, indicate the project or department an entry came from on a sales order. You can set up default dimensions for anything. You may, though, find … Read more
Tuesday, December 28, 2021 11:00 AM – 12:00 PM (CDT) So you’re making the switch to Business Central? How exciting for you! This session will tell you all you need to know about your new system. Our experts will walk through navigation, terms, tips and tricks, and much more! Register Here
Dynamics 365 Business Central is better than Dynamics GP or Dynamics SL. You must try it out. Just as we love classic cars, vinyl records, and drive-in theatres, we love Great Plains, Dynamics GP and Dynamics SL too! But sometimes nostalgia needs to take a backseat to efficiency. Microsoft Dynamics 365 Business Central is simply … Read more
Often our success stories highlight a customer’s journey through choosing a new ERP system (Acumatica or Dynamics 365 Business Central) and the ins and outs of their implementation with our team here at Crestwood Associates. This one will be a little different; this is a story of a company who had gone through the process … Read more
Even out of the box, Microsoft Dynamics 365 Business Central is intuitive and easy to use. Setting up and keeping an eye on your chart of accounts has never been easier. But it gets better: you can customize the way the chart of accounts is displayed using dimensions and filters. From the chart of accounts … Read more
In Microsoft Dynamics 365 Business Central, it’s easy to send a refund to a customer and the customer doesn’t need to be set up as a vendor record. If a credit memo document was posted for the customer, the refund can be applied to that credit memo. Or the refund can just go against the … Read more
Something you may not know in Microsoft Dynamics 365 Business Central: monthly payables invoices can be set up in the Recurring General Journals window. The amounts can remain fixed or variable based on your needs. They will need to be posted each month and then they will remain out there for the next month with … Read more
Hurry, early bird pricing ends July 31st so register today. Register Here Get all your questions answered by Dynamics experts in every field. Spend 3 1/2 days immersing yourself in real world training, problem solving with like-minded peers and learning from hundreds of industry experts. This Summit will be packed with over 300 informative … Read more
Microsoft Dynamics 365 Business Central always aims to make our lives easier. Did you know that in addition to the Purchase Invoice window, you can also enter payables invoices directly into the General Journal window? Even if the expenses need to be distributed across multiple G/L accounts, this method can be used. Another great feature … Read more
Updating Scribe Insight for Dynamics 365 Regional Discovery Service Deprecation Microsoft is deprecating the WS-Trust security protocol and regional discovery service, which is used to authenticate connections in Scribe Insight. What does this mean? It means that when Microsoft runs this update on your D365 CE tenant your current Scribe D365 connection will not work. … Read more
A comparison of Dynamics GP and Dynamics 365 Business Central No cost to upgrade: Business Central is Free vs. GP $3,200 per upgrade Dynamics GP upgrades average $3,200 plus user time to verify and check features, balances, and reports; whereas, Business Central automatically upgrades your system to the current version for free. Built for remote … Read more
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
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
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
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