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
Tuesday, March 31, 2020 – 1:00 PM – 2:00 PM (CST) Register here! Our first monthly cloud workshop! You’ve heard all the benefits of Office 365 (Exchange Online, SharePoint Online, OneDrive for Business, Teams, etc.). In our first monthly cloud workshop, Ben Borger will walk you through what transitioning to O365 looks like and … Read more
Most don’t know this about me, but prior to joining Crestwood Associates, I was the Mail Merge Queen of the world. 😊 I’ve supported both sales and marketing departments for over 20 years, serving law firms, transportation, and the manufacturing industry. While in each of those positions, I’ve created hundreds of mail merges, from form … 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
Hopefully by now, you’ve upgraded to Acumatica 2019 R2! Acumatica is routinely adding new features and improving on current functions. Below are three quick how-to videos for previously added functions; one is exporting Generic Inquiry Parameters to Excel and Pivot Tables, another is Landed Costs and finally GDPR Compliance for Acumatica. Stay tuned for more short … Read more
Microsoft Teams has many great collaboration features for sharing files. At times, you might receive one or more of the following issues, all regarding file locking. If you encounter one or more of these messages, try following the resolution steps below. Problem Messages in Teams: Other messages include warnings that you cannot delete or move … Read more
Microsoft is set to update Tasks in Outlook on the web at the end of October, with the full rollout be completed by December 2019. What does this mean to you? Nothing really, just a new name, from “Tasks” to “To Do.” Personally, I’ve never used the Tasks feature to its fullest potential. I’ve added … Read more
One of the many benefits of Teams is that you can sync a Teams Channel file space with your local OneDrive. This allows you to work with files locally without touching the Teams interface. This works great when you need to jump to and from several different files throughout your day, or if you need … Read more
It’s been a long time since I’ve found something this cool in Microsoft PowerPoint, so I had to share! Motion paths for animating objects in PowerPoint. Here’s the scenario: My manager came to me one morning with this slide and said: “I need ‘Member 1’ to be grouped and animated with 4 random ‘Subs’ and … Read more
Our very own MVP Acumatica Developer, Joe Jacob, recently published a guide to help all you developers convert Dynamics SL over to the Acumatica xRP Cloud Platform. “Joe’s Guide offers a quick reference for those already familiar with the Dynamics SL SDK and are new to the Acumatica development platform. This guide will help direct … Read more
My goal this year is to become more efficient. To work toward that goal, I started using a tool called Rocketbook. It’s a physical notebook that can be written in with a special pen, scanned and uploaded, then erased and reused. It allows me to take notes at client meetings, snap a picture, and then … Read more
As I was searching for a new topic for our Productivity Tips & Tricks, I came across this nifty tool called Dictate. Similar to voice to text on your mobile phone, this feature allows you (actually your fingers) to take a break from typing. What’s not to love about that? First thing, Dictate is only … Read more
Attention Dynamics SL Users: You’ll notice a lot of “Dynamics GP” language used below – that’s only because we used Dynamics GP for our presentation. Management Reporter works exactly the same in Dynamics SL! Maybe you have heard that Microsoft will no longer be releasing updates to Management Reporter. This does not mean, however, … Read more
If you’re a visual person like I am, and you like things color coordinated, then you need to check out Color Categories in Microsoft Outlook. This feature has been around since 2010 and it’s a great way to get organized, and keep track of your emails. It helps me to sort and find my messages … Read more
Did you know that you can track your IM Skype conversations in Outlook and track call durations? It can be a useful tool in regard to tracking time with clients or projects. Here’s how I use it. First make sure your Skype Options are set properly. For some companies this is controlled by your IT … Read more
Hopefully by now, you’ve upgraded to Acumatica 2018 R2! Acumatica is routinely adding new features and improving on current functions. Below are two quick how-to videos for two new functions; one for dashboards, and the other for the ARM reporting package. Stay tuned for more short how-to videos, and be sure to subscribe to our … Read more
Our Marketing department here at Crestwood decided to try out Microsoft Teams. I was leery at first, but I have to say, overall, it’s AWESOME! The more I use Teams, the less time I spend searching for emails, files, or switching between screens. Microsoft Teams has brought almost everything into one window. It truly is … Read more
We want to make sure you get the most out of your Microsoft Dynamics GP system. Crestwood Associates holds free, monthly webinars on various Dynamics GP topics. Here are some of our recent recordings. If you’re interested in attending our webinars, you can register here for our upcoming sessions. Need more help with Dynamics GP? Email our … Read more
It’s that time of the year again, we are all scrambling to close out 2018 while planning for 2019. There’s a lot of new technology and tools to help, but most of us still resort to the tried and true – Microsoft Excel. If you’re not a pro with formulas, and auto fill – then … Read more
One of my favorite new features of Office 365 – 2016 is the get started quickly with the Start screen. This feature runs across the board with Microsoft Word, Excel, PowerPoint, and Publisher. The Start screen gives you quick access to the most recently used documents, or open other documents from local or cloud storage … Read more
Over the course of seven weeks, Crestwood’s Microsoft Dynamics 365 Business Central experts presented a series of webinars, ranging from a high-level overview to deep dives into each individual module. What Is Dynamics 365 Business Central? Dynamics 365 Business Central is a cloud-based, all-in-one ERP solution for every department from accounting to sales. It looks … Read more
Get a Head Start on Year-End 2018 Start early and make 2018 a little easier. Here’s a checklist to get a head-start and prepare your Dynamics GP system for year-end. System Review: Be sure that your Backups are working correctly, and test the Restore process prior to Year-end. Not sure how to do this? Just … Read more
Crestwood completed the Acumatica in action series with its final recording of Transitioning to Acumatica. Each week we focused on a different area of the solution, starting with a introductory overview. If you missed this series, that’s ok, we recorded each webinar and put them here for your viewing. November 13th, 2:00 PM: An Introduction to … Read more