Wednesday, July 14, 2021 11:00 AM – 11:45 AM (CDT) Register Here There is no shortage of options for reporting in Microsoft Dynamics 365 Business Central! You have plenty of out-of-the-box reporting features (including techniques as simple as using filters!), or you could use Microsoft Excel report templates, RDL reports (e.g. Microsoft SQL Server … Read more
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
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
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
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
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
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
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
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
Thursday, June 24, 2021 11:00 AM to 12:00 PM (CDT) Register Here Any business with customers in other states is at risk of creating sales tax nexus with those states, which is essentially an obligation to register with the tax authority and comply with applicable sales and use tax laws. Yet simply making a … Read more
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
“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
As I wrote in my last blog about the evolving user groups, help for Business Central is always out there – you just need to know where to look. Whether the help below is still Greek to you, OR you just want a little extra guidance, check out Crestwood’s premium BC training program. We’re calling … Read more
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
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
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
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
Did you miss the Power Platform webinar? Have no fear, we recorded it. Click the button below to watch now! Watch Recording Here 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. … Read more
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
The Intelligent Cloud is a wide term, used within the cloud services, but many of us with small- to medium-sized businesses (and ERP systems to match) wonder why or how we would use it? What is the Intelligent Cloud? First, the general idea of Intelligent Cloud is that the cloud technologies and applications that we … Read more
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
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
Back in November 2020, I wrote a blog on how to Clean Up Your Microsoft Outlook Inbox by Creating Rules. Today, we will cover how to forward your incoming emails to other email accounts in Microsoft Outlook. Why would I want to forward my emails you ask? You may want to redirect emails to other … Read more
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