William Schroeder
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
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
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
William Schroeder

Webinar (5/5): You NEED Power Platform… and Here’s Why!

Wednesday, May 5th, 2021 12:00 PM – 1:00 PM CDT   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. But you probably do! Microsoft Power Platform is a group of products offered … Read more

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Dynamics Upgrades in Waves
Amber
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
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
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
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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Crestwood Recap 2020
Lauren Christoff
Lauren Christoff

A Look Back at 2020 for Crestwood  

Everyone will remember the year 2020 for the pandemic, but it wasn’t all bad.  Crestwood has a lot to be thankful for in 2020.  First, we moved to a great new office in Schaumburg, IL.  Everyone is settled in and enjoying our new space. We also helped many of our clients get set up to … Read more

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Amber
Amber Tselios

Crestwood Makes Bob Scott’s VAR Stars List for a 7th Year

Crestwood Associates has again been named to Bob Scott’s list of VAR Stars for 2020, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software. This is Crestwood’s seventh consecutive year appearing on the list. The VAR Stars are chosen from organizations that sell and implement various types of … Read more

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Lauren Christoff
Lauren Christoff

Sales and Use Tax Changes for 2021 [Recorded Webinar]

This event is over, but you can still watch it by clicking below! Watch the recording A must-attend event for anyone who deals with sales and use tax, from Dynamics to Acumatica! COVID-19 greatly impacted sales and use tax in 2020, from temporary relief efforts to long-term changes, including a crackdown on remote seller tax … Read more

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Seminole Case Study Image
Wendy Zumpano
Wendy Zumpano

The Pockets Behind Green Energy – Seminole Financial Services gets Recharged with Business Central

Seminole Financial Services is a pension/investment fund management firm based in Belleair Bluffs, Florida. While the name has only been around since 2009, the company itself has been operating (with most of the same investors) for over 30 years. SFS has a range of different funds, but what they’re most known for are their renewable … Read more

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Quick Tips
Kayla Radics
Kayla Radics

Adding Default Dimensions to Vendor in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central was designed with simplifying processes and saving time in mind. The ability to add “Dimensions” to anything from a customer to project to vendor is just one great feature that helps speed up your processes. Dimensions are used to filter out certain data, and track any metric you choose. Instead … Read more

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Dynamics 365 Business Central Copy Journal Entries
Juliet Constantino
Juliet Constantino

How to Copy General Journals in Business Central (2020 Wave 2 New Feature)

By popular demand, in the Microsoft Dynamics Business Central 2020 Wave 2 release (v.17), General journals can now be copied after they are posted! They can easily be re-used or reversed out. Here’s how! First, search for general journal templates. Then create a new template or update an existing one. Enable the checkbox “Copy to … Read more

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Accounts Payable Strategy
Amber
Amber Tselios

How Do You Know if Your Accounts Payable Strategy is Working?

[This is a guest blog post, reposted from our good friends at Artsyl Technologies. Artsyl Technologies specializes in business process automation, and integrates seamlessly with all the ERP systems we provide. Join us for a live webinar demo and see it in action!] Often, employees are asked to set up a few performance metrics or … Read more

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Tips for Selling Virtually
Trisha LaVeck
Trisha LaVeck

Tips for Selling Virtually

You may already have been accustomed to selling virtually. However, there are many people who became instant virtual sellers when the pandemic hit. Today’s blog post is for those searching for some tips on virtual selling. Tip: Do your Research and be Prepared To start, you have to get the correct decision maker on the … Read more

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LEARN Dynamics 365 Business Central
Wendy Zumpano
Wendy Zumpano

Training and Documentation for Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is the newest guy on the block – but that doesn’t mean that it’s difficult to learn and use. Quite the opposite, in fact. Microsoft has outdone themselves on training and ensuring that users have everything they need at their fingertips. Any problem you may encounter has been addressed here … Read more

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