Webinar
Lauren Christoff
Lauren Christoff

Webinar: SmartList Crash Course for Dynamics GP

Tuesday, June 20th, 2019 at 11:00 AM – 12:00 PM (CST) Register Here!   SmartLists for Dummies – and everyone else, too.    Join Mary Lenehan for an hour-long SmartList crash course for all users. She’ll cover: Quick overview of SmartLists (including a basic walkthrough) SmartList export solutions SmartView Advanced SmartList and much more! Save … Read more

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Dynamics GP long time
Brandon Richards
Brandon Richards

Why is Dynamics GP Taking a Long Time to Switch from One Company to Another & What Can I do about it?

Here’s a true client story and how Crestwood helped. Customer:  Lately, we have noticed that the time it takes to switch from one company to another is a lot longer.  Is there anything that can be done to improve the amount of time to log on and switch companies? Crestwood:  Hi, I wanted to reach … Read more

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Virtual Invoices for Dynamics GP
Ben Borger
Ben Borger

Dynamics GP and Forms Printer – it slices & it dices!

Every organization has unique business processes, and tailoring solutions to meet, automate, and scale those processes can be very rewarding wins for your organization.  We had a rather unusual client requirement come through that we were able to accommodate in Microsoft Dynamics GP with the addition of Accountable Software’s Forms Printer application. The Problem A … Read more

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New Features in Dynamics GP 2018 R2
Juliet Constantino
Juliet Constantino

Displaying the Vendor Document Number in the Purchasing All-in-One View

New Feature in Microsoft Dynamics GP 2018 R2 By popular user demand: The Vendor Document Number is now available on the “Purchasing All-in-One View” window. No more jumping from screen to screen and cross-referencing document numbers! This helps the user track the payments and credit documents together with the invoice they have been applied to. … Read more

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Payroll Tax
Jen
Jen

Simplify Tax Preparations with Deluxe Checks

Save time by ordering pre-formatted tax forms and checks for Microsoft Dynamics GP and Dynamics SL. Crestwood Associates has partnered with Deluxe Checks offering you a Priority Service Code on all orders of IRS-approved tax forms, checks, invoices, and more.  With this Priority code, you’ll receive special offers, discounts, and ease of ordering Dynamics related … Read more

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SmartList Builder- Purchase Order
Mike Gordon
Mike Gordon

Dynamics GP SmartList Builder: Purchase Order Shipment Receipt and Matching Line Number

I recently helped a Microsoft Dynamics GP client create a SmartList to pull in purchase order numbers for shipments and match receiving lines.  Additionally they wanted to see the number of the receiving line. To accomplish this I created a SmartList Builder Report from the SmartList “Receiving Transactions.” Here’s how: The trick is we had … Read more

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Microsoft Dynamics Changes
Mary Lenehan
Mary Lenehan

New Tech Support Portal: Big Change Coming for Microsoft Dynamics Users

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

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Dynamics GP Checkbook ID
Juliet Constantino
Juliet Constantino

Checkbook ID Defaults on Computer Check Batch in Microsoft Dynamics GP 2018 R2

Another new feature in the Microsoft Dynamics GP 2018 R2 release is the ability to select a default checkbook in the Payables Management setup window. The checkbook ID selected here will default in the Payables Batch Entry window when creating a “Computer Checks” batch. In previous versions, when a Payables batch was created using a … Read more

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Dynamics General Ledger
Juliet Constantino
Juliet Constantino

Post Through the General Ledger at the Transaction Level (New Feature in Microsoft Dynamics GP 2018 R2)

In previous versions of Microsoft Dynamics GP, any transaction posted from a sub-module that was not saved to a batch would automatically create a batch that had to be posted in the General Ledger. Not anymore! Users may now post through the General Ledger at the transaction level. Here’s how An additional checkbox has been … Read more

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Management Reporter Refresher
Mike Gordon
Mike Gordon

A Management Reporter (MR) Refresher: Advanced MR Tips with downloadable guides!

Attention Dynamics SL Users: You’ll notice a lot of “Dynamics GP” language used below – that’s only because we used Dynamics GP for our presentation. Management Reporter works exactly the same in Dynamics SL!   Maybe you have heard that Microsoft will no longer be releasing updates to Management Reporter. This does not mean, however, … Read more

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Payroll Tax form
Melissa Paglia
Melissa Paglia

Tax Time: New Filing Requirement for Wisconsin Businesses

The Wisconsin Department of Revenue has a new requirement for wage payers and information filers for 2018.  Yes, any employers and payers doing business in Wisconsin are required to file wage statements (W-2s) and information returns (e.g.,1099-MISC) with the Wisconsin Department of Revenue (DOR); however, for 2018, there is a new requirement. New Requirement:  If … Read more

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Amber
Amber Tselios

Crestwood Named One of Bob Scott’s VAR Stars Again in 2018

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

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Dynamics GP Training Video
Jen
Jen

Videos: Microsoft Dynamics GP Training

We want to make sure you get the most out of your Microsoft Dynamics GP system.  Crestwood Associates holds free, monthly webinars on various Dynamics GP topics.  Here are some of our recent recordings.  If you’re interested in attending our webinars, you can register here for our upcoming sessions. Need more help with Dynamics GP?  Email our … Read more

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CustomerSource BlendedLearning
Nancy Moss
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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