D365 Business Central Training Video
Amber
Amber Tselios

Video Series: Dynamics 365 Business Central

Over the course of seven weeks, Crestwood’s Microsoft Dynamics 365 Business Central experts presented a series of webinars, ranging from a high-level overview to deep dives into each individual module. What Is Dynamics 365 Business Central? Dynamics 365 Business Central is a cloud-based, all-in-one ERP solution for every department from accounting to Sales. It looks … Read more

Read More…

Dynamics 365 Business Central Service Management
John Gabrys
John Gabrys

Service Management in Dynamics 365 Business Central  

Having a centralized administration hub is becoming more essential than luxury in the modern age of low overhead digital business. Even companies or franchises competing at scale in the brick and mortar space benefit from the features that Microsoft Dynamics 365 Business Central platform offers. Whether your business is heavy on inventory or you are … Read more

Read More…

Supply Chain Management
Melissa Paglia
Melissa Paglia

Supply Chain Management in Microsoft Dynamics 365 Business Central

Whether you are shipping, receiving or need to manage existing inventory, you need a robust and intuitive set of tools to maximize efficiency and productivity.  Business Central is designed with supply chain efficiency and management in mind and can help you solve some of the most common frustrations and issues our clients experience. An overview … Read more

Read More…

CustomerSource BlendedLearning
Nancy Moss
Nancy Moss

Microsoft CustomerSource – The One-Stop Support Shop for Dynamics Customers

Microsoft’s CustomerSource is a valuable resource available to all Microsoft Dynamics ERP (Dynamics GP, Dynamics SL, Dynamics 365, etc.) customers who are currently on a support plan. CustomerSource is divided into several sections, such as KnowledgeBase, Online Learning, and Account Management. Each section has its own set of resources and functions.  Here’s a quick guide … Read more

Read More…

Dynamics 365 Business Central
Melissa Paglia
Melissa Paglia

Dynamics 365 Business Central – The Perks of the Financial Management Module

What is Dynamics 365 Business Central, again? Microsoft Dynamics 365 Business Central is Microsoft’s subscription-based ERP solution that provides a full range of accounting and operational functionality. For more details about the product as a whole, check out this blog post and intro video. One of the most important pieces of any ERP system is the … Read more

Read More…

Dynamics 365 Project
Amber
Amber Tselios

What is this New Microsoft ERP Product – Dynamics 365 Business Central?

One of the biggest reasons that Microsoft leads the ERP industry is their commitment to constantly improving and evolving to meet the changing needs of businesses. However, it occasionally results in a bit of confusion. That is the case with Microsoft Dynamics 365 Business Central. Let’s clear a few things up: What IS Dynamics 365 … Read more

Read More…

Calendar
Brenda Senger
Brenda Senger

Field Service Schedule Board: Personal Views and Security (Dynamics 365 for Sales)

The Field Service Schedule Board in Dynamics 365 for Sales (CRM) provides an easy-to-see look at resource availability, current bookings, available time slots, and more. When setting up the Schedule Board, you can (and should) configure your preferences for sharing with others in your organization. Within the Schedule Board, when you create a new view … Read more

Read More…

Relationship Assistant
Brenda Senger
Brenda Senger

Integrating OneNote with Dynamics 365 for Sales

Did you know that you could integrate OneNote with your Dynamics 365 environment? This will allow you to easily access a OneNote notebook directly from the 365 dashboard, adding additional functionality that the Customer Notes feature in 365 doesn’t support. You can easily share customer notes, and add images and drawings. Requirements: D365 Online version … Read more

Read More…

D365 Business Central Training Video
Juliet Constantino
Juliet Constantino

Quickly Create a Detailed Financial Statement Report in Microsoft Dynamics 365 Business Central

When printing income statement reports from Microsoft Dynamics 365 Business Central, the standard report is clear, but doesn’t provide details for every G/L account within the account categories that were assigned when setting up. This video shows how to quickly and easily create a custom view that allows you to view detailed information for all … Read more

Read More…

Lady and Laptop
Brenda Senger
Brenda Senger

Dynamics 365 (CRM) Features on the Chopping Block

There’s a lot of change happening with Dynamics 365 for Sales (CRM).  Make sure you’re kept up to date with what’s leaving and what’s coming.  Here are the highlights of what’s important to our clients. Deprecated features concerning end-users: Contracts, Contract Line Items, and Contract Templates Standard SLAs Mail Merge Deprecated features concerning system administrators: … Read more

Read More…

Jen
Jen

How to Get People to “Really” Use Dynamics 365 for Sales (CRM)

User adoption of any new system can be painful – and that’s true for Dynamics CRM too, now called Dynamics 365.  However, with Learning Paths, Microsoft has taken what was once a clunky, disjointed experience and make it slap-you-in-the-face simple. What is it? Microsoft Dynamics Learning Paths – context-sensitive, role-specific pop-ups right in Dynamics 365 … Read more

Read More…

Error
Brenda Senger
Brenda Senger

Dynamics 365 CRM & Outlook Error after Installing October 2017 Microsoft Outlook Security Update

Recently, we experienced this issue internally at Crestwood.  When employees installed the recent, October 2017 Microsoft Outlook Security Update, it broke the Microsoft Dynamics 365 or CRM Outlook Client. Problem: After installing the recent Outlook Security Update, when you attempt to get to your CRM information via Outlook it remains blank and then you get … Read more

Read More…