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Lauren Christoff

Webinar (7/14): Reporting Basics in Business Central

Wednesday, July 14, 2021 11:00 AM – 11:45 AM (CDT) Register Here   There is no shortage of options for reporting in Microsoft Dynamics 365 Business Central! You have plenty of out-of-the-box reporting features (including techniques as simple as using filters!), or you could use Microsoft Excel report templates, RDL reports (e.g. Microsoft SQL Server … Read more

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Business Central Short Cuts
Juliet Constantino

A Faster Way to Enter Payables Invoices in Business Central

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

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Scribe connection failure
Jamie Montgomery

Scribe Stopped Working for Dynamics 365

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

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Dynamics GP vs Dynamics 365
Jen Jerzak

Top Ten Reasons Businesses are Switching from Dynamics GP to Dynamics 365 Business Central

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

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Dynamics Community Summit
Lauren Christoff

LIVE EVENT: Dynamics Community Summit 2021 – October 12-14, 2021 in Houston, TX

Dynamics Community Summit 2021 When: October 12-14, 2021 Where: George R. Brown Convention Center, Houston, TX Register Here   Put your computer away and come face-to-face for the first time in over a year to experience the Reunion of Magic at Dynamics Community Summit in Houston, TX this October! One of the most important events for … Read more

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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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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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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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Lauren Christoff

Webinar (6/24): Three Steps to Sales Tax Compliance

Thursday, June 24, 2021 11:00 AM to 12:00 PM (CDT) Register Here   Any business with customers in other states is at risk of creating sales tax nexus with those states, which is essentially an obligation to register with the tax authority and comply with applicable sales and use tax laws. Yet simply making a … 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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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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Tabri Tandy

Warehousing Levels in Business Central (a Deep Dive into the Various Location Tiers)

In Microsoft Dynamics 365 Business Central, there are various tiers to the Warehouse or Distribution management. This blog post can be used to get a general understanding of the different tiers as Microsoft defines them. Something to keep in mind: “locations” in Business Central (synonymous with “warehouse” in the common vernacular) can be set up … Read more

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Lauren Christoff

Employee Retention Credits: Extended and Expanded Opportunities (Webinar Recording)

This event has passed, but you can still view the recording! View the Recording   The Employee Retention Credit (“ERC”) is a refundable payroll tax credit for wages paid and health coverage provided by employers whose operations were either fully or partially suspended due to a COVID-19-related governmental order, or that experienced a significant reduction … Read more

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William Schroeder

You NEED Power Platform… and Here’s Why! (Webinar Recording)

Did you miss the Power Platform webinar? Have no fear, we recorded it. Click the button below to watch now! Watch Recording Here   If you have a computer (and I suspect you do!) you may have heard about Power Platform. Then you may have scrolled by, thinking you don’t have a use for it. … Read more

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Dynamics Upgrades in Waves
Amber Tselios

A First Look at Dynamics 365 Business Central 2021 Wave 1

Gone are the days of once-per-decade upgrades for Microsoft Dynamics products – Business Central is committed to twice-yearly updates called “waves.” April 1st, 2021 marks the general release of the latest wave – 2021 wave 1. Microsoft is promising to bring hundreds of new features in this release, spanning across all the Dynamics 365 applications, … Read more

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Lauren Christoff

Processing AP Invoices Using Office 365 and Microsoft Teams (Webinar Recording)

This event has passed, but you can still view the recording! View the Recording   Come join us to learn how Microsoft Office 365 and Teams together with DynamicPoint’s Invoice Automation app, EasyAP365, can be used to automate each step in your organization’s AP Invoice process. The agenda will include: Invoice Submission OCR Review and … Read more

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Crestwood Announcements
Amber Tselios

Crestwood Associates (a Top Acumatica/Dynamics Reseller) Changes Leadership

Crestwood Associates (a leading Microsoft Dynamics and Acumatica partner) is shaking up their leadership, leaving them poised for growth. SCHAUMBURG, Ill. February 12, 2021 — Among a flurry of new hires, the top of the organizational chart of Crestwood Associates is getting a makeover, as well. Most notably, a new CRO and COO. John Gabrys … Read more

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Building your business from the ground up
Lauren Christoff

White Paper: 19 Brilliant Ways to Promote ERP & CRM User Adoption

Getting your entire team on board when introducing new software is always a challenge.  User adoption can make or break a new system, no matter how good it is. Like ERP or CRM, no two systems are alike, so finding the best solution that will fit your business needs plus the needs of your team … Read more

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