Dynamics Community Summit
Lauren Christoff

LIVE EVENT: Dynamics Community Summit 2021 – October 12-14, 2021 in Houston, TX

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

Read More…

SRS codes
William Schroeder

Passing Multi-Value Parameters in SRS/SSRS Reports to Sub-reports

Microsoft SQL Server Reporting Services (“SRS” or “SSRS”) have been around for the better part of two decades, first hitting the streets in early 2004.  Over the past 16+ years, many articles and blog posts have been written about passing multi-value parameters between reports using a combination of the JOIN and SPLIT functions.  These work … Read more

Read More…

""
Lauren Christoff

Webinar (6/24): Three Steps to Sales Tax Compliance

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

Read More…

Microsoft Power Automate
William Schroeder

Automate Repetitive Desktop Tasks With Power Automate Desktop

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

Read More…

Power BI
William Schroeder

Moving from Crystal Reports and SSRS to Power BI

We have been asked by many clients about moving their existing business intelligence solutions to the modern Microsoft Power BI platform, and most of those inquiries involve some combination of Crystal Reports and SQL Server Reporting Services (SSRS) reports.  One question we are often asked in those discussions is, “how do we migrate our existing … Read more

Read More…

Tax Time
Jen Jerzak

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

Read More…

Customer Source
Mary Lenehan

So Long, CustomerSource: What’s New for Microsoft Help Documentation

As we stroll through the tech graveyard, fondly remembering obsolete systems and tools (we hardly knew you, Skype for Business!), we notice that a fresh plot of land has been tilled, and the tombstone reads “Microsoft CustomerSource.” Here’s what happens when you click on your old CustomerSource bookmarks: Yes, that’s right – CustomerSource is now … Read more

Read More…

""
Lauren Christoff

Employee Retention Credits: Extended and Expanded Opportunities (Webinar Recording)

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

Read More…

""
William Schroeder

You NEED Power Platform… and Here’s Why! (Webinar Recording)

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

Read More…

""
Lauren Christoff

Processing AP Invoices Using Office 365 and Microsoft Teams (Webinar Recording)

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

Read More…

Crestwood Announcements
Amber Tselios

Crestwood Associates (a Top Acumatica/Dynamics Reseller) Changes Leadership

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

Read More…

Building your business from the ground up
Lauren Christoff

White Paper: 19 Brilliant Ways to Promote ERP & CRM User Adoption

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

Read More…

Crestwood Recap 2020
Lauren Christoff

A Look Back at 2020 for Crestwood  

Everyone will remember the year 2020 for the pandemic, but it wasn’t all bad.  Crestwood has a lot to be thankful for in 2020.  First, we moved to a great new office in Schaumburg, IL.  Everyone is settled in and enjoying our new space. We also helped many of our clients get set up to … Read more

Read More…

Amber Tselios

Crestwood Makes Bob Scott’s VAR Stars List for a 7th Year

Crestwood Associates has again been named to Bob Scott’s list of VAR Stars for 2020, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software. This is Crestwood’s seventh consecutive year appearing on the list. The VAR Stars are chosen from organizations that sell and implement various types of … Read more

Read More…

""
Lauren Christoff

Sales and Use Tax Changes for 2021 [Recorded Webinar]

This event is over, but you can still watch it by clicking below! Watch the recording A must-attend event for anyone who deals with sales and use tax, from Dynamics to Acumatica! COVID-19 greatly impacted sales and use tax in 2020, from temporary relief efforts to long-term changes, including a crackdown on remote seller tax … Read more

Read More…

Accounts Payable Strategy
Amber Tselios

How Do You Know if Your Accounts Payable Strategy is Working?

[This is a guest blog post, reposted from our good friends at Artsyl Technologies. Artsyl Technologies specializes in business process automation, and integrates seamlessly with all the ERP systems we provide. Join us for a live webinar demo and see it in action!] Often, employees are asked to set up a few performance metrics or … Read more

Read More…

Tips for Selling Virtually
Trisha LaVeck

Tips for Selling Virtually

You may already have been accustomed to selling virtually. However, there are many people who became instant virtual sellers when the pandemic hit. Today’s blog post is for those searching for some tips on virtual selling. Tip: Do your Research and be Prepared To start, you have to get the correct decision maker on the … Read more

Read More…

video
Amber Tselios

Using Microsoft Stream for In-House Video

Video is a powerful tool, and an increasingly necessary one for businesses of all sizes. From the marketing department to the sales team, human resources to consultants, video can be used to automate processes, set yourself apart from competitors, and tell stories that would be difficult (or worse – boring) with just text. If you … Read more

Read More…

Multifactor Authenticator
Ben Borger

Crestwood Cloud: Now Offering Multifactor Authentication (MFA) for Dynamics GP & SL

Every day we hear about systems being attacked by hackers.  Securing your data is top priority.  By hosting your Dynamics GP or SL system in the Crestwood Cloud, you get peace of mind that your system is secure. We already offer multifactor authentication and single sign on for Acumatica through Azure AD, but extending it … Read more

Read More…

New Features in Dynamics GP 2018 R2
Jen Jerzak

Microsoft Dynamics 365 Business Central 2020 Updates

Microsoft Dynamics 365 Business Central is expanding rapidly.  Customers are quickly making the switch to this cloud-based ERP solution, especially due to the work-from-home benefits and security.  Microsoft is investing a ton of resources to make sure Business Central is the best-in-breed to meet the demands of growing businesses. Recently, Microsoft released an update, and … Read more

Read More…

Power BI
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

Read More…