Empowering your Sales team
Chuck Brady
Chuck Brady

Seeing the Big Picture: Analytics, Dashboards, and Business Intelligence Give Sales Managers a Cornucopia of Information 

Sales keeps the business running, but who keeps the sales team running? The role of a sales manager is by no means an easy one. Whether you moved from rep to management or saw this as the ideal opportunity to move up the ladder, you know that managing a sales team is stressful. Just because … Read more

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Crestwood Live Event
Lauren Christoff
Lauren Christoff

2019 Dynamics GP Year-End Seminar – Monday, December 16th in Madison, WI

Monday, December 16, 2019 9:30 AM – 1:00 PM Register Here!   Close out the year with Crestwood Associates! Spend the day with our Dynamics GP expert, Mary Lenehan, and go over everything you need to close the year out right. Hear the best practices for year-end closing, things to pay special attention to, common … Read more

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CRM Functionality in D365 BC
Christine Jacob
Christine Jacob

CRM Functionality in Dynamics 365 Business Central

Microsoft Dynamics Business Central comes with built-in light customer relationship management (CRM) capabilities as part of the Essentials license. Click here for a full overview of Dynamics 365 Business Central’s functionality. Dynamics 365 Business Central Essentials or Premium users have access to Campaign Management, Campaign Pricing, Contact Classification, Contact Management, Opportunity Management, Relationship Management, and … Read more

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Sales Process
Brian McGuckin
Brian McGuckin

The Visibility Your Sales Staff Needs: 360 Sales View for Acumatica

The sales process is incredibly important to your business—why are so many organizations leaving their sales teams with inadequate technology and tools they need to get the job done? Unfortunately, companies leave their sales team high and dry in a variety of steps in the sales process. It could be an issue getting from lead … Read more

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Webinar
Lauren Christoff
Lauren Christoff

Webinar: 2019 Year-End with Dynamics SL

Wednesday, December 18th, 2019 11:00 AM – 12:00 PM (CST) Register Here!   Make Year-End a Breeze! Close out the year with Crestwood Associates! Join us for this special 1-hour webinar. Shawn Clark, our newest in-house Dynamics SL expert, will go over best practices, tips and tricks, and answer all your questions surrounding year-end for Dynamics … Read more

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Crestwood Live Event
Lauren Christoff
Lauren Christoff

2019 Dynamics GP Year-End Seminar Chicago Area – Friday, December 13th

Friday, December 13, 2019 8:30 AM – 12:30 PM Register Here!   Close out the year with Crestwood Associates! Spend the day with our Dynamics GP expert, Mary Lenehan, and go over everything you need to close the year out right. Hear the best practices for year-end closing, things to pay special attention to, common … Read more

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Sales Process in Dynamics 365 BC
Juliet Constantino
Juliet Constantino

Add Multiple Items at Once to a Sales or Purchase Document in Dynamics 365 Business Central

In the latest release of Microsoft Dynamics 365 Business Central, a new feature was added to be able to select multiple items at once to add to a sales or purchase document. This eliminates the need to add items one-by-one and speeds up the process. Here’s How First, I like to check the default item … Read more

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Crestwood Cloud
Ben Borger
Ben Borger

Are You Sure that You’re Really in the Cloud? A Gray Market Cloud Horror Story

You are a savvy business owner; your business processes and ERP are backed up in the cloud. You’ve seen the statistics, heard the horror stories, and you’ve made the necessary steps to feel secure. But what does “in the cloud” really mean? How secure is your data really? Gray Market Cloud Spells Doom for One … Read more

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Quick SmartList to Pull Vendor 1099 in Dynamics GP
Juliet Constantino
Juliet Constantino

Create a Quick SmartList to Pull Vendor 1099 Information in Dynamics GP

SmartList Designer Tips Next in our series of SmartList Designer blogs, we’ll look at a common request for viewing vendor details within SmartList: displaying the 1099 detail information for a given period. (If you need a refresher on SmartList Designer, or missed the first blog, you can find it here.) This will show you how … Read more

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Dynamics 365 Business Central Tips and tricks
Juliet Constantino
Juliet Constantino

Three Different Methods to Post a Purchase Invoice to a Vendor Account in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is still the new kid on the block, but is rapidly making waves. As more and more of our clients make the leap to this versatile and robust system, we have decided to publish a series of blogs on how to use Dynamics 365 Business Central. This post will detail … Read more

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Error
Juliet Constantino
Juliet Constantino

How to Resolve a Dynamics GP Microsoft Word Template Error

After modifying the SOP Blank Invoice format in Microsoft Dynamics GP, I received this error message: “We’re sorry. We can’t open SOP Blank Invoice Form because we found a problem with its contents.” Clicking “Details” provides additional errors: Microsoft Office cannot open this file because some parts are missing or invalid. Location: Part: /word/footer2.xml, Line: … Read more

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Payment Application Plus for Acumatica
Angela Stuart Mills
Angela Mills

From Collection to Application: Finalizing Your AR Payments

So many things go into the process of getting paid. Even if the quoting, the negotiations, and invoicing went smoothly, the process of getting paid, allocating a payment to an invoice, and accounting for a transaction presents its own challenge. Following last month’s blog discussing the challenges that go into getting the collections process, we … Read more

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Electronic Funds Transfer
Juliet Constantino
Juliet Constantino

How to setup EFT for payables and generate the ACH file using Dynamics 365 Business Central

Both payees and accounting professionals love electronic funds transfer (EFT), and for good reason. It drastically reduces the time required to process payments, eliminates paper, and helps avoid fraud. There are three windows that must first be set up properly to be able to use the EFT/ACH feature in Microsoft Dynamics 365 Business Central: Company … Read more

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Acumatica Fabrication
Brian Hedgepeth
Brian Hedgepeth

How to Embrace the Digital Technology Revolution in the Fabrication Industry

Fabrication companies face an onslaught of challenges. Offshoring, recruitment, commodity fluctuation, and more—but one of the most pressing issues? Many are falling behind technologically. From marketing to management, the phrase “digital technology revolution” is a top priority for fabricators. Why Digital Technology is Right for Fabricators There is good reason for this: the increased presence … Read more

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Customer Satisfaction with Acumatica
John Gabrys
John Gabrys

Are You Getting the Satisfaction You Deserve from Your ERP?

Analysts love to look at software. Whether it’s the ability to execute and market presence, functionality and usability, or any of the other criteria for ranking vendors and products, one of the most important albeit overlooked criteria is whether users like the software. Often, it’s hard to convince someone to review a product, and unless … Read more

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Smartlist builder in Dynamics GP
Juliet Constantino
Juliet Constantino

How to Create a SmartList in Dynamics GP that Displays the Correct Email Address

SmartList Designer Tips for Dynamics GP As most Microsoft Dynamics GP users know, with every version of the system comes with the advanced reporting tool called SmartList. Out of the box, SmartList has several pre-made reports to choose from, all of which pull directly from your Dynamics GP tables, and are column-based (meaning Excel-friendly). In … Read more

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