video
Amber
Amber Tselios

Using Microsoft Stream for In-House Video

Video is a powerful tool, and an increasingly necessary one for businesses of all sizes. From the marketing department to the sales team, human resources to consultants, video can be used to automate processes, set yourself apart from competitors, and tell stories that would be difficult (or worse – boring) with just text. If you … Read more

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General Ledger in Acumatica
Melissa Chang
Melissa Chang

Posting Recurring General Journal Entries Excluding the $0 Lines in Dynamics 365 Business Central

Getting through your list of recurring journal entries can be rough to set up, especially if you have a lengthy list, but once you have gotten through that, all you should need to think about is posting.  If some of your recurring entries don’t need to get posted every frequency, you may run into a … Read more

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D365 BC SMTP Setup
Melissa Chang
Melissa Chang

Dynamics 365 Business Central: SMTP Setup with Azure MFA App Passwords

Setting the SMTP Email Setup in Microsoft Dynamics 365 Business Central is pretty simple, however if you have an account with Authentication requirements, then you will need to take a few extra steps for setup.  (You’ll need to able to create App Passwords via aka.ms/mfasetup) To begin, use the magnifying glass icon to search SMTP … Read more

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Amber
Amber Tselios

Webinar: Security Made Simple – The Benefits of Multi-Factor Authentication

Wednesday, September 30, 2020 – 1:00 PM – 2:00 PM (CDT) Register here! Every day we hear about systems being attacked by hackers. Securing your data is top priority, and it’s SO EASY to set up! Crestwood does all the work, and there’s no downtime for your business. There is NOTHING to lose. To talk … Read more

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Amber
Amber Tselios

The Dynamics Summit Goes Virtual!

The Community Summit is still going on – from the comfort of your couch! What: The Dynamics Community Summit Who: Microsoft Dynamics and Microsoft Power Platform Users When: October 5-9, 2020 Where: All Online! Register here! We all miss in-person events, but virtual gatherings are a close second place. Join your fellow Dynamics and Power … Read more

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General Ledger in Dynamics 365 Business Central
Juliet Constantino
Juliet Constantino

Purchase Order Processing and the Various General Ledger Entries in Dynamics 365 Business Central

There are two options in the Inventory Setup window that need to be considered when defining the various posting accounts in Microsoft Dynamics 365 Business Central. We will go through how these options create different GL entries during the purchase order process so you can make the selection that is best for your procedures. The … Read more

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New Features in Dynamics GP 2018 R2
Jen
Jen

Microsoft Dynamics 365 Business Central 2020 Updates

Microsoft Dynamics 365 Business Central is expanding rapidly.  Customers are quickly making the switch to this cloud-based ERP solution, especially due to the work-from-home benefits and security.  Microsoft is investing a ton of resources to make sure Business Central is the best-in-breed to meet the demands of growing businesses. Recently, Microsoft released an update, and … Read more

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Power BI
William Schroeder
William Schroeder

Power BI Report Server or Power BI SaaS: which is right for me?

Recently, Crestwood was asked three questions that pertain to Power BI in the cloud (the Microsoft SaaS offering) and how it compares to the on-premise (or cloud-hosted) Power BI Report Server solution.  Both solutions enable Power BI reports and visualization construction by leveraging the power of Microsoft’s Power BI services, but there are notable differences … Read more

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Prepayments in Dynamics 365
Melissa Chang
Melissa Chang

Initial Setup for Prepayment Percentage – Sales Orders in Dynamics 365 Business Central

If you require your customers to submit payment or if a vendor requires you to submit payment before shipment, you can use a prepayment. Microsoft Dynamics 365 Business Central makes it easy to invoice with prepayment percentages. We learned that with just a bit of initial setup, you can design a very smooth processing experience. … Read more

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Default Vendor Expense
Juliet Constantino
Juliet Constantino

Assign Default Expense Accounts for Vendors Using Purchasing Codes in Dynamics 365 Business Central

There is a feature in other accounting systems such as Microsoft Dynamics GP to assign a default expense/purchasing account to a vendor. This account then defaults as the debit when invoices are entered for that vendor. Good news! The same solution exists in Business Central using Recurring Purchase Lines to speed up data entry. The … Read more

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Dynamics 365 Coping Invoices
Juliet Constantino
Juliet Constantino

Copy Purchase Invoices to Speed Up Data Entry in Dynamics 365 Business Central

In Microsoft Dynamics 365 Business Central, when creating a new Purchase invoice, you can easily copy a previous posted or unposted invoice from any vendor. This is especially helpful if the same G/L accounts or amounts will be re-used. To create a New Purchase Invoice, enter the Vendor Name then go to the Actions>Functions and … Read more

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Default Expense Account
Juliet Constantino
Juliet Constantino

How to Define a Default Expense Account for Vendors in Dynamics 365 Business Central

In Microsoft Dynamics 365 Business Central, in order to define a default G/L expense account for different vendors, the vendor will need to have a specific General Business Posting Group assigned to it. [This is the next blog in a series of tips for using Dynamics 365 Business Central. For the previous Business Central tip … Read more

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Building your business from the ground up
Amber
Amber Tselios

When Accounting Software Falls Short, ERP Delivers

If you’ve built your business from the ground up, it’s likely you started with accounting software—odds are, you started with QuickBooks. Most businesses do. However, there comes a point when QuickBooks no longer keeps up with your growing business, and you may hear that your next step is enterprise resource planning (ERP) software. There is … Read more

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Virtual Invoices for Dynamics GP
Ben Borger
Ben Borger

Getting to a Remote Workforce

We realize you might be tired of hearing about COVID-19, but if you need assistance getting your employees safe, secure, and reliable remote access so you can keep your business moving forward, we have a special offer for you. Crestwood, along with Microsoft, bring to you: Free Microsoft Office licenses for six months (including web … Read more

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New feature in Dynamics 365 BC
Juliet Constantino
Juliet Constantino

View Vendor and Customer Names and Item Descriptions in Ledger Entries in Dynamics 365 Business Central

A new feature was added to Microsoft Dynamics 365 Business Central to allow users to display vendor names, customer names, and item descriptions in ledger entries. This can be enabled in the following windows: Copy Vendor Name to Entries via a checkbox on the Purchases & Payables Setup page for Vendors Copy Customer Name to … Read more

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Improve your Business with Dynamics 365
Jen
Jen

Should You Consider Microsoft Dynamics 365 Business Central for Your Business?

Microsoft has long been a leader in business solutions.  Their Dynamics solutions; such as, Dynamics GP, Dynamics SL, and Dynamics CRM, have gone through many changes over the years to continue to bring you improved technology. Many customers have been wondering if their current Dynamics solution will be supported in the future as Microsoft has … Read more

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Dynamics 365 BC Check Printing
Juliet Constantino
Juliet Constantino

How to Print Payables Checks in Dynamics 365 Business Central

When printing checks in Microsoft Dynamics 365 Business Central, there are a couple settings to be aware of. The following steps will guide you through selecting the correct check stock and printing the checks during payment journal processing. Step One: Double-Check the Check Stock First, select the proper format to match your pre-printed check stock. … Read more

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Dynamics 365 Business Central Learning Resources
Jen
Jen

2020 – The New Year Brings Lots of Training Options for Dynamics 365 Business Central

I have noticed a ton of new videos, tutorials, documentation, and overall training materials coming out lately for Dynamics 365.  Seems that the New Year is going to be booming for Dynamics 365!  Here are a couple of recommended and free training places. Crestwood First, don’t forget, Crestwood has a YouTube channel with a playlist … Read more

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