Dynamics GP Upgrade
Colleen Schils

6 Reasons to Upgrade Your Dynamics SL System

Many customers are planning to upgrade their Microsoft Dynamics SL this year.  Are you thinking about an upgrade too? Here’s the top reasons: Refreshable Excel files with Quick Query In Dynamics SL 2015 the “Grid to Excel” feature in Quick Query now supports the creation of refreshable Excel table documents as well as pivot tables, … Read more

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Jen Jerzak

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

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 Jerzak

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

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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money and time
Christine Jacob

Quick Tip: Using Dunning Letters in Dynamics SL AR Collections Manager Module

Do you have Crestwood’s add-on module, AR Collections Manager for Dynamics SL?  If not, you should see what you’re missing!  Stop searching for information and start using it with our automation collections tool. AR Collections Manager module for Dynamics SL tip: Use the Dunning Letter Generation screen for a list of daily collections activities – keyword … Read more

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Gary Korby

Dynamics SL: How to Adjust the GL without Effecting the Cash Manager Cash Account Balance

Many times, we get calls from clients where their Microsoft Dynamics SL Cash Manager Cash Account balance is correct but the General Ledger (GL) is off.  Here’s the simple way to fix the GL without effecting the Cash Manager cash account balance. Example: In our Dynamics SL example, the cash balance is correct; however, the … Read more

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Tiffany Bennett

Dimension Not Found Error in Management Reporter MR

If you use Management Reporter (MR) with multiple companies, you might get an error while generating reports if your companies have different: Subaccount segment descriptions in Dynamics SL Account Formats Segment Names in Dynamics GP Unlike FRx, MR uses the account segment names in the Row and Tree Definition Financial Dimension mapping fields.  Let’s take … Read more

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Tiffany Bennett

Understanding Security Hierarchies in Management Reporter MR

Management Reporter (MR) has many different levels of security, to restrict users to specific companies and reports.  Understanding how they work will make it easier for setting up users and distributing reports. User Security – To get started, set up users and assign them company access under the Security menu item in the bottom left corner … Read more

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Tiffany Bennett

Multi Company Formatting Tips in Dynamics SL

Many of our customers have multiple companies in Dynamics SL. Some are in separate application databases, and some are all in one single database. Either way, below are some tips when managing multiple companies. Companies can be color-coded. This allows users to quickly see which company they are logged into for various SL screens: To … Read more

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Jen Jerzak

Missing the Messages.CSV in Dynamics SL

A customer called me last week and had received the following error about a messages.csv file missing from the associated folder in Microsoft Dynamics SL. “Unable to locate the message file c:\Program Files (x86)\Microsoft Dynamics\SL\Applications\MESSAGES.CVS” The Fix: The messages.csv file needs to be re-created or restored from a backup.  To recreate the file perform the … Read more

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Georgia Stewart

Oh My, How You Have Grown! Excessive File Size Growth in Management Reporter (MR) Database

Has your MR database gotten so big it’s out of hand? I recently encountered issues relating to the excessively large size of Management Reporter (MR). So, I wanted to remind everyone of the importance of maintenance of your MR system, and associated data sets. Here are my recommendations for MR maintenance: Have a current backup … Read more

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Tiffany Bennett

Using Professional Services Tools Library (PSTL) To Change Key Fields in Dynamics SL

With the release of Dynamics SL 2011 and greater, Microsoft includes a free tool to change key fields in the SL database.  It’s called PSTL (Professional Services Tools Library).  You can use this tool to modify or merge Vendor IDs, Customer IDs, Inventory Items, Accounts, Subaccounts, and many more.  It changes all tables, including transactions … Read more

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Georgia Stewart

Dynamics SL: Adding a Currency Symbol

I recently got a call from a client asking how to associate the Euro currency symbol € in their Dynamics SL system.  When using the Dynamics SL currency manager module, you can add additional currency symbols in the Currency Maintenance window. Here’s how: First, you need to start by copying the Euro symbol from the … Read more

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