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. Only available on the web, 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. The Editor panel … 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
Crestwood Associates has been using Microsoft Teams for a while now, but I still get calls and questions every day about where something is located. Teams is great for collaborating, meetings, etc., but even I forget where something is at times. This article is going to show you tips and tricks for searching in Teams. … Read more
There’s no doubt that working from home can be challenging, especially if you don’t have an office full of equipment. If you don’t possess a printer, how do you execute documents that need a signature? If you are running Acumatica, you can integrate the signed documents directly into your system where they belong. There are … Read more
When your business relies on technology, it is good to know what you’re doing or at least have someone handy in IT that can help. I recently conducted an online Teams training, to which the client requested that the meeting be recorded so that it can be shared with other team members who were unable … Read more
Did you know that every time you add an image to your Word document, it automatically generates “Alt Text?” Do you know what Alt Text refers to? Alternative Text or Alternative Descriptions are written copy that describes the image. This text also helps screen-reading tools describe images to visually impaired readers. It will appear in … Read more
With so many of us working from home, what would have been a conversation over a cubicle, now requires a scheduled meeting. Here are some tips for getting more out of your Microsoft Outlook Calendar and how to get a meeting on the right calendars, fast! 1. Quickly View Calendar without Switching Screens Tired of … Read more
Just when I started to get along with my Outlook search, Microsoft went and changed it. “Top Results” arrived in my searches and didn’t work well for me. The messages at the top were NOT the most recent, even though I had my inbox sorted by date range. The most recent email in a thread … Read more
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
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
Have you ever used Track Changes in Microsoft Word, or received comments on your spreadsheets in Excel, or even PowerPoint, then questioned why a certain change was made? You try to contact the person who made the edit, but can’t locate them, they’re either in a meeting, or on vacation. So, now you’re stuck until … Read more