Do you find yourself lost in space looking at the same screen day in and day out? Want to change it up a bit? Give it fresh new look and feel? Microsoft 365 has enabled Dark Mode in its suite of office products. So instead of constantly looking at a big ol’ white screen you … Read more
In Microsoft Dynamics 365 Business Central, there are various tiers to the Warehouse or Distribution management. This blog post can be used to get a general understanding of the different tiers as Microsoft defines them. Something to keep in mind: “locations” in Business Central (synonymous with “warehouse” in the common vernacular) can be set up … Read more
I have always enjoyed using Microsoft Outlook for the desktop but every now and then I will jump to the online version just to check out the new features released. In this blog, I’m going to show you how to quickly react to emails, use prediction text, and pin important emails. Reactions Currently, Microsoft Outlook … Read more
Sure, Tom Brady just scored his fifth Super Bowl MVP award. However, Acumatica recently announced its latest slate of Acumatica MVPs, and the Crestwood Associates team brought home six MVPs! So, who’s the real G.O.A.T.* here? This marks the second consecutive year in which Crestwood was the most awarded company; i.e. no other Acumatica partner … Read more
Back in November 2020, I wrote a blog on how to Clean Up Your Microsoft Outlook Inbox by Creating Rules. Today, we will cover how to forward your incoming emails to other email accounts in Microsoft Outlook. Why would I want to forward my emails you ask? You may want to redirect emails to other … Read more
Getting your entire team on board when introducing new software is always a challenge. User adoption can make or break a new system, no matter how good it is. Like ERP or CRM, no two systems are alike, so finding the best solution that will fit your business needs plus the needs of your team … Read more
Let’s get personal in this blog post – in your author’s former life, I worked in a manufacturing plant. We had an ERP, too, and I had my hands in all aspects of the Warehouse Management System, from sales order processing to shipping/receiving to purchasing to payables/receivables (those reports don’t write themselves!) While interfacing with … Read more
Have you ever found yourself scrolling through hundreds of pages searching for specific information? Keyword searches are time consuming and do not necessarily locate what you need. So, how do you manage to find that info? The answer, you build a Table of Contents (TOC). In my previous blog, I talked about adding Styles to … Read more
Recently, I was assigned a project to format one of our product training manuals. Being a desktop publisher for over 20 years, my first initial thought was: Oh my! Who created this mess? The table of contents was broken, fonts were mismanaged, and the images were all over the place, not to mention the page … Read more
With Covid still around, many people want to find a way to personalize their holiday greetings. But after handwriting messages and stuffing envelopes, the last thing you want to do is write out address after address. Check out this blog on how to set up a mail merge to print labels for your mailings. Let’s … Read more
Does your Microsoft Outlook inbox get flooded with emails every day like mine? Ever wish they would magically move to another folder where you can view them later; so that you can concentrate on what is important. In this blog, I will teach you how clean up your inbox by using the Rules tool in … Read more
It’s November, fall is here, weather in the Midwest is getting a little chillier day-by-day. With year-end approaching, we want to make your daily tasks a little faster, easier, and hopefully painless. Check these out: Sometimes marking your status as Busy or Do not disturb honestly doesn’t really work, people still tend to interrupt. Get … Read more
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
Write with confidence with Microsoft’s Editor feature. Available on both the web and desktop version, this AI-powered service helps bring out the best writer in you. With one click on the Editor button, view what Editor underlines as an issue in your documents or emails and gives you suggestive changes you may make or ignore. … Read more
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
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
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
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
Staring at PowerPoint slides during your company meeting whether working remote or at the office can be a bit, here it is I’m going to say it… BOOORRRRRIIINNNING! Let’s be honest, company meetings with zero interaction with team members is no fun. After the first 15 minutes of just listening to the presenter, interest is … Read more
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
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
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
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
Everyday I look for new ways to navigate Microsoft Teams seamlessly. Here are some nifty new tips I found helpful when working in Teams. [For some fun tips and Tricks for using Teams to record video, join us for a webinar on July 28th!] Like to multitask? Chat anywhere on your desktop with Pop-Out Chat. … Read more