Power BI
William Schroeder
William Schroeder

Power BI Report Server or Power BI SaaS: which is right for me?

Recently, Crestwood was asked three questions that pertain to Power BI in the cloud (the Microsoft SaaS offering) and how it compares to the on-premise (or cloud-hosted) Power BI Report Server solution.  Both solutions enable Power BI reports and visualization construction by leveraging the power of Microsoft’s Power BI services, but there are notable differences … Read more

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Amber
Amber Tselios

Webinar: Teams, Stream, and Other Video Things: How to Make and Share Videos Using Office 365 Apps

Tuesday, July 28, 2020 – 11:00 AM – 12:00 PM (CDT) Register here! Become your office’s Steven Spielberg! The next in our series of Office 365 tips is a fun topic: using Teams and Stream for video creation. Here at Crestwood, our consultants use Teams to record demos for clients, send them to Stream to … Read more

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Prepayments in Dynamics 365
Melissa Chang
Melissa Chang

Initial Setup for Prepayment Percentage – Sales Orders in Dynamics 365 Business Central

If you require your customers to submit payment or if a vendor requires you to submit payment before shipment, you can use a prepayment. Microsoft Dynamics 365 Business Central makes it easy to invoice with prepayment percentages. We learned that with just a bit of initial setup, you can design a very smooth processing experience. … Read more

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Default Vendor Expense
Juliet Constantino
Juliet Constantino

Assign Default Expense Accounts for Vendors Using Purchasing Codes in Dynamics 365 Business Central

There is a feature in other accounting systems such as Microsoft Dynamics GP to assign a default expense/purchasing account to a vendor. This account then defaults as the debit when invoices are entered for that vendor. Good news! The same solution exists in Business Central using Recurring Purchase Lines to speed up data entry. The … Read more

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Dynamics 365 Coping Invoices
Juliet Constantino
Juliet Constantino

Copy Purchase Invoices to Speed Up Data Entry in Dynamics 365 Business Central

In Microsoft Dynamics 365 Business Central, when creating a new Purchase invoice, you can easily copy a previous posted or unposted invoice from any vendor. This is especially helpful if the same G/L accounts or amounts will be re-used. To create a New Purchase Invoice, enter the Vendor Name then go to the Actions>Functions and … Read more

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Default Expense Account
Juliet Constantino
Juliet Constantino

How to Define a Default Expense Account for Vendors in Dynamics 365 Business Central

In Microsoft Dynamics 365 Business Central, in order to define a default G/L expense account for different vendors, the vendor will need to have a specific General Business Posting Group assigned to it. [This is the next blog in a series of tips for using Dynamics 365 Business Central. For the previous Business Central tip … Read more

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Building your business from the ground up
Amber
Amber Tselios

When Accounting Software Falls Short, ERP Delivers

If you’ve built your business from the ground up, it’s likely you started with accounting software—odds are, you started with QuickBooks. Most businesses do. However, there comes a point when QuickBooks no longer keeps up with your growing business, and you may hear that your next step is enterprise resource planning (ERP) software. There is … Read more

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Virtual Invoices for Dynamics GP
Ben Borger
Ben Borger

Getting to a Remote Workforce

We realize you might be tired of hearing about COVID-19, but if you need assistance getting your employees safe, secure, and reliable remote access so you can keep your business moving forward, we have a special offer for you. Crestwood, along with Microsoft, bring to you: Free Microsoft Office licenses for six months (including web … Read more

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New feature in Dynamics 365 BC
Juliet Constantino
Juliet Constantino

View Vendor and Customer Names and Item Descriptions in Ledger Entries in Dynamics 365 Business Central

A new feature was added to Microsoft Dynamics 365 Business Central to allow users to display vendor names, customer names, and item descriptions in ledger entries. This can be enabled in the following windows: Copy Vendor Name to Entries via a checkbox on the Purchases & Payables Setup page for Vendors Copy Customer Name to … Read more

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Improve your Business with Dynamics 365
Jen
Jen

Should You Consider Microsoft Dynamics 365 Business Central for Your Business?

Microsoft has long been a leader in business solutions.  Their Dynamics solutions; such as, Dynamics GP, Dynamics SL, and Dynamics CRM, have gone through many changes over the years to continue to bring you improved technology. Many customers have been wondering if their current Dynamics solution will be supported in the future as Microsoft has … Read more

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Dynamics 365 BC Check Printing
Juliet Constantino
Juliet Constantino

How to Print Payables Checks in Dynamics 365 Business Central

When printing checks in Microsoft Dynamics 365 Business Central, there are a couple settings to be aware of. The following steps will guide you through selecting the correct check stock and printing the checks during payment journal processing. Step One: Double-Check the Check Stock First, select the proper format to match your pre-printed check stock. … Read more

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Dynamics 365 Business Central Learning Resources
Jen
Jen

2020 – The New Year Brings Lots of Training Options for Dynamics 365 Business Central

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

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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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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 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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