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Lauren Christoff

Webinar (12/15): SmartList Builder, SmartView, and PopDock – 3 Apps in One Great Bundle

Wednesday, December 15, 2021 12:00 PM – 1:00 PM (CST)   PopDock is the software for your future. use all your GP SmartLists with other systems and apps. Easily combine your GP data with your CRM, expense system, eCommerce, inventory, customer systems and more. Better yet, if you upgrade to eOne’s new product, PopDock and … Read more

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Business Central Year-End Closing
Avril LaPorte

Closing the Year in Business Central: Step by Step Instructions

As the holidays approach, it makes me think of closing the fiscal year. Here is a checklist and the step-by-step process for closing out 2021 in Microsoft Business Central.  As always, our team of support experts are here to help if you need anything. YEAR END CHECKLIST POST ALL OPEN JOURNALS: Payments, Deposits, Cash Receipts, … Read more

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Acumatica vs Quickbooks
Jason Sheaffer

Telltale Signs You’ve Outgrown QuickBooks: You Are Becoming a Jack-of-All-Trades, Master of None

We are all called upon, on occasion, to wear different hats and be responsible for things that may be outside the realm of our traditional job tasks. There is nothing wrong with learning something new and taking on additional responsibility, unless you are juggling more than what you can handle. Just because you can balance … Read more

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Bank Reconciliation troubleshooting in BC
Wendy Zumpano

Troubleshooting Bank Reconciliation with Business Central

Bank Reconciliation within Microsoft Dynamics 365 Business Central is powerful, but if it is not set up correctly, it can wreak havoc. Microsoft Docs does have some documentation (on managing bank accounts in BC and auto-reconcile bank accounts in BC), but it doesn’t provide much of a step-by-step and inexperienced users may miss some things … Read more

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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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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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