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
Free Training Events & Webinar Join our in-house Microsoft Dynamics GP experts for our annual year-end events. All the events will cover the same information, so pick what works best for you! We will have multiple local events you can attend in person, or an online webinar. No matter what you choose, you will learn … Read more
Free Webinar Series Register Here! Join us in the upcoming months to see Acumatica in action! Acumatica, the true cloud ERP solution, has quickly taken the ERP world by storm. If you’ve ever been curious about the platform, you’re in luck: the reigning Acumatica Partner of the Year (2016 & 2017) is here to … Read more
Processing vendor payments in Dynamics 365 Business Central functions slightly differently than the other Microsoft Dynamics platforms. This video provides a quick walk-through of cutting checks in Dynamics 365 Business Central (and keeping your vendors happy!) Watch this short video, and see how it’s done!
In Acumatica you will find a number of drop-down or pick lists defined in Automation Steps. You can edit these lists however, it can be tedious and you don’t want to miss anything. Here’s a quick tutorial. Basics of Automation Steps Acumatica Automation Steps and also known as workflows. They consist of nodes and … Read more
In Acumatica, you can use snapshots to easily create a new tenant by copying settings from another tenant. Snapshots can be used as templates to quickly and easily set up new tenants similar in configurations; such as a test environment. They can: Contain full or partial data Can be saved locally Can be imported and … Read more
You now can ask Microsoft what you want to do in the search box on the ribbon. This new feature runs across the board in the Office 365 suite of apps. All you have to do is type a keyword or phrase into the “Tell me what you want to do” and bingo, the tools … Read more
As many companies do, Crestwood has regular company-wide calls that are attended by all our employees scattered across the country. The centerpiece of this call is a single PowerPoint presentation. But as each department worked on their respective slides, we were finding that dozens of different copies were being created, changes weren’t being saved, outdated … Read more
Maximize your research time with the integrated Smart Lookup in Microsoft Office products. Smart Lookup is a cool new feature I wish I had back in college. It makes research quick and easy. If you haven’t tried this out, you need to today! What is Smart Lookup? Smart Lookup is a way to research words … Read more
Did you know? When you create a budget within Dynamics 365 Business Central, you can export it to Excel and have full access to all the great spreadsheet editing capabilities. This will allow you to quickly fill out all line items in the budget, and then simply import the budget back into Dynamics 365 Business … Read more
The Quick Menu in Acumatica is definitely a customer favorite. It’s great – you can choose which screens you want displayed, easily and without much clicking around. My favorite feature of the Quick Menu in Acumatica is the ability to set up email notifications based on actions being triggered. For example, you’d like a notification … Read more
The annual GPUG Summit is right around the corner. We hope to see you there! Our very own Mary Lenehan will be presenting a session on SmartLists this year – that’s one you don’t want to miss. This annual event is hosted and coordinated by the Microsoft Dynamics GP User Group (GPUG). GPUG, is a … Read more
Recently, a client asked if it is possible to set up payroll direct deposit for an employee where the employee requested that a portion of their net pay be deposited into one account and the remaining balance be deposited into another account. With Microsoft Dynamics GP, you can enter percentages for the direct deposit amounts, … Read more
This week we’re going to talk about Microsoft Office 365 PowerPoint, what it’s used for, and how to set up a new presentation. First things first, you may ask yourself, what will I use PowerPoint for? PowerPoint is software used to create professional looking slideshow presentations. They can be displayed on projectors, big screen TVs, … Read more
If a picture is worth a thousand words, then what is a video worth? A lot, as it turns out! I am an ERP developer, not a writer, yet I used to spend a lot of time writing instructions or explaining concepts in lengthy documents. I’ve moved away from writing and have found it’s easier … Read more
One of the exciting new product enhancements in Microsoft Dynamics SL 2018 is the Approvals function. With the simple click of a button, you can enable and customize an approvals process for A/P invoices that will allow a user or user group to quickly double-check an entry. This will automate your approval process within Dynamics … Read more
This question has come up multiple times over the past few months. So, I wanted to share our recommendations for credit card payments to vendors in Microsoft Dynamics GP. Here are two methods to use credit cards when paying a vendor. Method 1: First, enter all credit card transactions when the credit card statement is … Read more
Here’s a great time-saving project I recently did. I had a customer who wanted a button on a screen in their Acumatica system to launch the Journal Entry window. Not only did it launch the window, they wanted that screen loaded with data provided from the source page of the button. So, I built a … Read more
Recently, one of our clients upgraded to Microsoft Dynamics GP 2018 and ran into an issue with a view no longer working. They used a view in a SmartList to show security roles, security resource details, and tasks assigned to each user in a Dynamics GP company. However, after the upgrade, this view no longer … Read more
Raise your hand if you have ever had problems dealing with Headers & Footers in Microsoft Word. Did you raise your hand? I know I did! My boss emailed me a couple weeks ago. “Lauren, can you remove the 3rd page? Every time I try, the footer disappears.” “Not a problem,” I replied, “see attached…” … Read more
Welcome to Crestwood’s new Productivity Tips. Every week we will look at a new feature in Office 365 and show you every day tips and tricks. I’m certain you will find lots of time savers for Outlook, Word, Excel, and PowerPoint. Microsoft Outlook’s Email Attach File Tool One of my new favorite features of … Read more
Have you taken a look at the newest version of Acumatica – 2017 R2? Here are some things I overheard from my team when they first got it. Where did that go? It used to be here. Wow, I didn’t know that existed! Sometimes, when a new version is released and the user interface gets … Read more
March was a big month of updates for Power BI. I am really excited about some of the new additions they released. Here are my highlights from this recent round of updates to Microsoft Power BI. Custom Report Page Tooltips (Preview Mode) What are tooltips? It’s a message that appears when a cursor is positioned … Read more