I have noticed a ton of new videos, tutorials, documentation, and overall training materials coming out lately for Dynamics 365. Seems that the New Year is going to be booming for Dynamics 365! Here are a couple of recommended and free training places. Crestwood First, don’t forget, Crestwood has a YouTube channel with a playlist … Read more
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Before you make any important business decisions, it is necessary to check the books. Can you afford to take on this project at this price, or will it strain the profit margin? Can we invest in new equipment this year, or do we need to put it off? Are the efforts we’ve been dedicating to … Read more
When you notice that numbers in the books have mysteriously changed, it is likely not a glitch; it’s probably a manual entry that was rewritten. Many basic accounting software programs, QuickBooks included, allow any user to login and edit data at will, without any restrictions or an audit trail. Unless you keep a close eye … Read more
Here’s a quick and great way to speed up your reports – enable pre-filtering in Microsoft Dynamics 365. Pre-filtering is a feature that allows users to restrict the parameters of the data they are grabbing. It leverages the Microsoft Dynamics 365 Advanced Find filtering. For example, you may want to enable pre-filtering when running a … Read more
What is a portal? A portal is a website you can customize for your customers, partners, or employees. It is connected to your Microsoft Dynamics 365 environment so users are able to externally: Submit and review cases or knowledge articles Create and review sales opportunities Utilize forums for discussions, questions, or suggestions Can you envision … Read more
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
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
Microsoft’s manufacturing offerings are surprisingly robust, so learning more about the key elements that make up this suite can help you assess what you need and what features will serve your brand best. Instead of racing your way through a high-speed demo, you can look at the highlights and key functions of this powerful part … Read more
Switching to Dynamics 365 Business Central can enhance your ability to care for your customers and allow you to provide the type of service that keeps people coming back for more. If you want to set your business apart from the competition, differentiating based on service is one of the best ways to do so, regardless of the … Read more