Crestwood Video Library
Lauren Christoff

Crestwood Library of Recorded Webinars

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

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Default Dimension Priorities in Dynamics 365 Business Central
Juliet Constantino

How to Use Default Dimension Priorities in Dynamics 365 Business Central

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

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Microsoft Bridge to Cloud
Amber Tselios

Bridge to the Cloud: Microsoft’s Latest Promotion for On-Premises Users

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

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Crestwood Case Study
Amber Tselios

A Business Central RE-Implementation (Why Choosing the Right Partner is Important)

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

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Dynamics 365 Business Central
Juliet Constantino

How to Quickly View Chart of Accounts Balances by Dimension as of a Specific Date (in Dynamics 365 Business Central)

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

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Recurring Accounts Payables in Business Central
Juliet Constantino

Use Recurring General Journals to Record Monthly Payable Invoices in Business Central

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

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Dynamics Community Summit
Lauren Christoff

Save Hundreds of $$$ – Register by July 31st

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

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Shortcuts
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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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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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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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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