CRM Functionality in D365 BC
Christine Jacob
Christine Jacob

CRM Functionality in Dynamics 365 Business Central

Microsoft Dynamics Business Central comes with built-in light customer relationship management (CRM) capabilities as part of the Essentials license. Click here for a full overview of Dynamics 365 Business Central’s functionality. Dynamics 365 Business Central Essentials or Premium users have access to Campaign Management, Campaign Pricing, Contact Classification, Contact Management, Opportunity Management, Relationship Management, and … Read more

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Sales Process in Dynamics 365 BC
Juliet Constantino
Juliet Constantino

Add Multiple Items at Once to a Sales or Purchase Document in Dynamics 365 Business Central

In the latest release of Microsoft Dynamics 365 Business Central, a new feature was added to be able to select multiple items at once to add to a sales or purchase document. This eliminates the need to add items one-by-one and speeds up the process. Here’s How First, I like to check the default item … Read more

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Crestwood Cloud
Ben Borger
Ben Borger

Are You Sure that You’re Really in the Cloud? A Gray Market Cloud Horror Story

You are a savvy business owner; your business processes and ERP are backed up in the cloud. You’ve seen the statistics, heard the horror stories, and you’ve made the necessary steps to feel secure. But what does “in the cloud” really mean? How secure is your data really? Gray Market Cloud Spells Doom for One … Read more

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Webinar
Lauren Christoff
Lauren Christoff

Webinar: How to Help Your Business Grow by Adopting a Modern Workplace

Thursday, December 19th, 2019 1:00 PM – 1:30 PM (CST) Register Here!   Is your business a modern workplace?  Are you committed to growth by breaking old work patterns and implementing a flexible and dynamic workplace culture? Learn more about these evolving goals and the different technologies required to stay connected and productive. As technology advances, businesses need … Read more

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Dynamics 365 Business Central Tips and tricks
Juliet Constantino
Juliet Constantino

Three Different Methods to Post a Purchase Invoice to a Vendor Account in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is still the new kid on the block, but is rapidly making waves. As more and more of our clients make the leap to this versatile and robust system, we have decided to publish a series of blogs on how to use Dynamics 365 Business Central. This post will detail … Read more

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Electronic Funds Transfer
Juliet Constantino
Juliet Constantino

How to setup EFT for payables and generate the ACH file using Dynamics 365 Business Central

Both payees and accounting professionals love electronic funds transfer (EFT), and for good reason. It drastically reduces the time required to process payments, eliminates paper, and helps avoid fraud. There are three windows that must first be set up properly to be able to use the EFT/ACH feature in Microsoft Dynamics 365 Business Central: Company … Read more

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Dynamics 365 Invoice Modification
Melissa Paglia
Melissa Paglia

Get Paid Faster by Creating the Best Invoice Possible in Dynamics 365 Business Central

You probably already know that you can email invoices directly from Microsoft Dynamics 365 Business Central with its seamless integration with Outlook. But the integrations don’t stop there. Did you know that you can take it a step further by accepting electronic payments using Microsoft Pay or PayPal? Do you know how easy it is … Read more

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Dynamics 365 Import
Juliet Constantino
Juliet Constantino

How to define a CSV file to import bank statement information into Microsoft Dynamics 365 BC

Microsoft Dynamics 365 Business Central allows you to easily reconcile your bank accounts by importing transactions from your bank.  In order to match the transactions,  you need to have the proper format for Dynamics 365. Here’s how: The file format just needs to be defined and assigned to the bank account. In this example, I … Read more

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Bank Reconciliation in Dynamics 365
Juliet Constantino
Juliet Constantino

Dynamics 365 Business Central:  How to Complete a Simple Bank Reconciliation

Microsoft Dynamics 365 Business Central offers automatic methods to reconcile your bank statement; such as importing a file with your bank statement information. However, I often find clients need to reconcile things manually in their system. In this blog, I am going to review the manual method for bank account reconciliation. The Payment Reconciliation journal … Read more

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Modifying Invoices in Dynamics 365
Juliet Constantino
Juliet Constantino

Modifying the Sales Invoice Format in Dynamics 365 Business Central Using Microsoft Word

Most businesses require some customization to their reports and documentation; such as invoices, sales orders, etc.  With Microsoft Dynamics 365 Business Central, you don’t need a developer to help with this.  You get the options and flexibility needed using the well known interface, Microsoft Word. Modifying the Sales Invoice format: In the following example, I … Read more

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Dynamics General Ledger
Juliet Constantino
Juliet Constantino

Import General Journals into Dynamics 365 Business Central with a Configuration Package

A simple configuration package can be created and used to import General Ledger Entries into Microsoft Dynamics 365 Business Central. This can be very helpful and save time when importing historical balances. Here’s How To set this up, start by using the global search for “configuration package”: Create a New package and provide the following … Read more

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Upload Budget with Dimension
Juliet Constantino
Juliet Constantino

Upload a Budget with Dimension Detail in Dynamics 365 Business Central

When you create a budget within Dynamics 365 Business Central, you can export it to Excel and have full access to all the great spreadsheet editing capabilities. This will allow you to quickly fill out all line items in the budget, and then simply import the budget back into Dynamics 365 Business Central.  Many times, … Read more

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Dynamics 365 Personalization
Juliet Constantino
Juliet Constantino

Two Great Ways to Personalize Dynamics 365 Business Central Using Dimensions

In Microsoft Dynamics 365 Business Central, a dimension can be created by a user to help perform analysis on various documents. According to Microsoft, “dimensions are attributes and values that categorize entries so you can track and analyze them.” This helps organize data for sorting and analysis, without creating a bunch of separate GL accounts. … Read more

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Cash Payment in Dynamics GP
Juliet Constantino
Juliet Constantino

How the “Cash” Payment Method Affects Invoices in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central functions like every double-entry accounting system: its base modules provide all you need for accounts payable and accounts receivable. One helpful tip when entering invoices is to be aware of how the payment method that you select will ultimately affect how the invoice gets processed within the system. You can … Read more

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Microsoft Dynamics Changes
Mary Lenehan
Mary Lenehan

New Tech Support Portal: Big Change Coming for Microsoft Dynamics Users

Life would be so boring without change, don’t you think? We know that Microsoft agrees with that! One big change is coming that we wanted to make you aware of: the new, modern portal for submitting support requests for all Dynamics products (like Dynamics GP, Dynamics SL, and Dynamics 365 Business Central). Microsoft is working … Read more

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Dynamics 365 Fixed Assets
Juliet Constantino
Juliet Constantino

Quickly Create and Depreciate a New Asset in Dynamics 365 Business Central

Managing fixed assets is a cornerstone of any good accounting software. Microsoft Dynamics 365 Business Central is no different. Here’s how to create and depreciate a new asset in a flash. Create a New Fixed Asset Go to Finance>Fixed Assets>New. Then enter the basic information (the fields in boxes below are required). Note: the subclass … Read more

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Quickbooks
Chuck Brady
Chuck Brady

Another Sign That You’ve Outgrown QuickBooks? Managing the Books and Cash Flow Isn’t As Easy As It Used to Be

A QuickBooks History Lesson It wasn’t too long ago that general ledgers and other financial data were kept by hand in notebooks or in rudimentary spreadsheets on the computer. Basic accounting software like QuickBooks soon followed (much to the pleasure of accounting departments everywhere), and it remains a great entry-level tool. But it hasn’t evolved … Read more

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Amber
Amber Tselios

Crestwood Named One of Bob Scott’s VAR Stars Again in 2018

Crestwood Associates has been named to the 2018 Bob Scott’s VAR Stars list for the fifth consecutive year! Add another one to the trophy case! The list, which has been published since 2009, touts a variety of high profile firms and recognizes factors such growth, industry leadership and recognition, and innovation. Which, as you likely … Read more

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