2020 Budget
Brian McGuckin
Brian McGuckin

Is Your Company’s Budgeting Process Stuck in the Past?

It happens every year. Fire up the email and spreadsheets, it’s budgeting and planning season. The email leading up to the beginning of the process is sent out and a collective ‘ugh’ runs through your organization. Why? Because despite being a necessary way to set aside money, this annual tradition is inefficient, inflexible, and relatively … Read more

Read More…

Dynamics 365 Business Central Learning Resources
Jen
Jen

2020 – The New Year Brings Lots of Training Options for Dynamics 365 Business Central

I have noticed a ton of new videos, tutorials, documentation, and overall training materials coming out lately for Dynamics 365.  Seems that the New Year is going to be booming for Dynamics 365!  Here are a couple of recommended and free training places. Crestwood First, don’t forget, Crestwood has a YouTube channel with a playlist … Read more

Read More…

Dynamics GP Year-End Help
Mary Lenehan
Mary Lenehan

Crestwood Associates’ Microsoft Dynamic GP Year-End Recap

Missed our GP year-end events?  No worries, here’s a recap of the important changes: W-4 form change for 2020 Changes for Employee Self Service W4 form and Cards | Payroll | Tax window (required table changes) No W-2 or ACA form or EFW2 electronic file changes No Payables form changes (1099s) Fixed Asset Luxury Auto Depreciation changes … Read more

Read More…

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

Read More…

Dynamics GP Payroll Tax Updates
Mary Lenehan
Mary Lenehan

Dynamics GP 2020 U.S. Payroll Tax Update Release

The 2020 Round 1 tax update has been released.  There are new federal tax tables published based on 15-T, including new head of household status, and withholding tax tables.  Additionally, FICA social security limit for 2020 is increased to $137,700. State updates include: California Illinois Iowa Kentucky Maine Michigan Minnesota Missouri North Caroline North Dakota … Read more

Read More…

Empowering your Sales team
Amber
Amber Tselios

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

Read More…

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

Read More…

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

Read More…

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

Read More…

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

Read More…

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

Read More…

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

Read More…