Tips for Selling Virtually
Trisha LaVeck
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

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LEARN Dynamics 365 Business Central
Wendy Zumpano
Wendy Zumpano

Training and Documentation for Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is the newest guy on the block – but that doesn’t mean that it’s difficult to learn and use. Quite the opposite, in fact. Microsoft has outdone themselves on training and ensuring that users have everything they need at their fingertips. Any problem you may encounter has been addressed here … Read more

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Microsoft Office 365
Lauren Christoff
Lauren Christoff

Microsoft Office 365 Templates Galore, Oh My!  

While I was exploring Microsoft’s website for the next productivity tip, I found a plethora of Office templates and fun activities you can do with your family.   Through your Microsoft Office 365 subscription you will be able to search and create freely from a mass selection of premium Office templates for work, school, or family projects. Explore templates for budgets in Excel, templates to create a KNOCK-OUT presentation in PowerPoint, or design brochures or … Read more

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Acumatica Basics
Melissa Blassingame
Melissa Blassingame

Acumatica Basics – How to Use Templates, Favorites, and Many More Quick Tips!

As strange as it may be to hear this from us, we admit that ERP implementations can sometimes be a pain. Which is why we’ve developed a new methodology for implementations that integrates training your people into the earliest stages of the implementation – instead of just being handed a fully-functioning system at the end … Read more

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video
Amber
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

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Microsoft Excel Tips and Tricks
Lauren Christoff
Lauren Christoff

The Basics of Excel PivotTables

Microsoft Excel can be very intimidating especially when you’re not an expert, like me. I was asked to write a blog on a topic I was not familiar with.  I chose to challenge myself and learn more about Excel and the creation of PivotTables. What is a PivotTable? A PivotTable is a tool that helps … Read more

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Teams Tips and Tricks
Lauren Christoff
Lauren Christoff

What is the Difference between Microsoft Teams and SharePoint? & How to Use Them to Help Locate Exactly What You Need

Microsoft Teams and SharePoint Here at Crestwood we’ve been using Microsoft Teams for approximately a year now and we’ve become very familiar with its features. Saying that, doesn’t mean we know it all, because we don’t, or at least I don’t. I can honestly tell you we learn something new just about every other week. … Read more

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General Ledger in Dynamics 365 Business Central
Juliet Constantino
Juliet Constantino

Purchase Order Processing and the Various General Ledger Entries in Dynamics 365 Business Central

There are two options in the Inventory Setup window that need to be considered when defining the various posting accounts in Microsoft Dynamics 365 Business Central. We will go through how these options create different GL entries during the purchase order process so you can make the selection that is best for your procedures. The … Read more

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Creating shifts in Teams
Lauren Christoff
Lauren Christoff

Office 365: Scheduling Employee’s Time Using the Shifts App in Microsoft Teams

If you’re looking for easier ways to schedule your employee’s time, check out the scheduling management tool now in Microsoft Teams called Shifts. It’s built mobile first for fast and effective time management and communication for teams. Shifts lets Firstline Workers and their managers use their mobile devices to manage schedules and keep in touch. … Read more

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Teams Tips and Tricks
Lauren Christoff
Lauren Christoff

OFFICE 365 UPDATE: No Better Way to Collaborate Other than Chat

Update from January 2020 Post: No Better Way to Collaborate Other than Chat Microsoft is eliminating the ability to initiate a chat directly with a co-author of Word, Excel, and PowerPoint document. This change will take affect mid-April (across the web, Windows, and Mac versions of Microsoft Office). Moving forward, users can communicate with others … Read more

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Crestwood Work From Home
Lauren Christoff
Lauren Christoff

Working from Home – What to Expect and What to Keep in Mind

Now that “shelter in place” has swept the nation to curve the spread of the Covid-19 virus, most companies are adapting the Work from Home (WFH) model, allowing their employees to continue to work during the shutdown. Working from home is nothing new for Crestwood employees. This model was adapted almost a decade ago.  I … Read more

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