Supply Chain Management
Jen Jerzak

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

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CustomerSource BlendedLearning
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

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Dynamics 365 Business Central
Jen Jerzak

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

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Dynamics 365 Project
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

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Calendar
Jen Jerzak

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

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Relationship Assistant
Jen Jerzak

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

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Dynamics 365 BC Training
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

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Lady and Laptop
Jen Jerzak

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

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Jen Jerzak

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

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Error
Jen Jerzak

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

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Jen Jerzak

Better Searching in Dynamics 365 (CRM)

Searching just got a whole lot better!  Microsoft has improved searching for all.  Search the way you want. Here’s a closer look at the different ways to search. Quick Search Categorized Search Relevance Search Quick Search Quick search is that little box in the upper right corner of all the grids.  It searches in all fields … Read more

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Jen Jerzak

Time Saving Keyboard Shortcuts

Why do people use keyboard shortcuts?  I used to teach beginner computer classes and one thing that always confused people is the multiple ways of doing the same thing.  I always had a hard time answering that question, but over the years, I’ve found myself using more and more keyboard shortcuts because they do really … Read more

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