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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New Features on Collections Management for Dynamics SL
Christine Jacob
Christine Jacob

Three New Features Coming Soon to the Collections Management Crestwood Add-on Module for Dynamics SL 2018

We are excited to give you a preview of some of the new features in Crestwood AR Collections Management for Microsoft Dynamics SL 2018.  In addition, this functionality will be available as a Feature Pack for SL 2015 Users! Attach Statements to Emails – When you are mass producing Dunning Letter emails you will now have … Read more

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Documents
Tiffany Bennett
Tiffany Bennett

Missing AR Documents in the Dynamics SL AR Payment Application Window

Recently, we received a call from a client explaining how they were missing AR documents in the Detail area of the AR Payment Application screen in Microsoft Dynamics SL.  However, the missing documents did show up on the Aging Report and also showed as “open” in the Customer Maintenance Activity.  What’s going on? Where are … Read more

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Dynamics SL News
Jen
Jen

February 2018 Dynamics SL News

Dynamics SL 2015 Year-end Updates This has been out for a couple months, but we didn’t want you to miss the important updates. The 2017 Year End Updates includes changes for 1099 and W-2 reporting to comply with 2017 tax year regulations. Included with the update files is a technical document. TY2017YrEndUpd.pdf “Microsoft Dynamics SL … Read more

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Kami Armes
Kami Armes

How Does a Dynamics SL Upgrade Really Work?

Dynamics SL Upgrade Methodology Is it time for an upgrade to the latest version of Dynamics SL?  If so, Crestwood Associates is poised to help you through this complex process. We bring resources to the table with years of expertise to make the experience as stress free as possible for our customers. Here’s what we … Read more

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Jen
Jen

January 2018 Dynamics SL Updates

Thanks to Jeff Suwyn for the latest news. Dynamics SL 2015 Year End Update The 2017 year-end update is available and includes changes for 1099 and W-2 reporting to comply with the 2017 tax year regulations. Download with your Microsoft CustomerSource login here. Dynamics SL Directory Find all information and content for Dynamics SL 2011, … Read more

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Wendy Zumpano
Wendy Zumpano

Free Benefits for Dynamics SL Users

Are you using Microsoft CustomerSource to enhance your Microsoft Dynamics SL experience? If not, you’re missing out on some great features! This is the place to go for access to documentation, the Dynamics SL support community, software downloads and up-to-date information about your system.  Access to Microsoft CustomerSource is covered by your annual enhancement plan.  … Read more

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Jen
Jen

Dynamics SL Year-End Checklist

Download our free checklist for closing 2017 in Microsoft Dynamics SL.  The checklist is full of essential information and general guidelines that can be combined with your internal company processes. Webinar & Support: If you missed our Dynamics SL Year-end Webinar on December 19th, don’t worry, you can watch the recording here. If you have … Read more

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Payment
Christine Jacob
Christine Jacob

Payment Application in Dynamics SL Made Easy with Crestwood’s National Accounts

Do you receive checks from one customer to pay for multiple customers in Microsoft Dynamics SL?  Maybe you simply wish the Payment Application Screen in Dynamics SL was more user friendly?  Then consider Crestwood’s National Accounts Module for Dynamics SL.  We make payment application easy by adding in multiple sort options and an Auto-Apply feature. … 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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