I won’t keep you in suspense – MACROS! Yes, you can use the Macros tool in Microsoft Word to record any repetitive action and save yourself time and money! Even though Microsoft offers a number of import tools for Dynamics GP including Integration Manager, Table Imports, and eConnect and there are third-party tools available to purchase, such as Scribe … Read more
Wednesday, August 11, 2021 12:00 PM to 1:00 PM (CDT) Register Here Learn about the value and capabilities of PowerApps and ways other organizations have leveraged this technology to build simple applications for their business. PowerApps is a no-/low-code platform that has the ability to transform your business in the unique way YOU need. … Read more
I could not personally tell you how long I have been waiting for Microsoft to release their Webinar platform in Teams. I could tell you the anticipation grew with every email from Microsoft teasing the release. Here at Crestwood we have been actively using GoToWebinar.com for all our webinar needs for as long as I … Read more
We’re at it again! If you loved reading all of our Cliff’s Notes on New Features for Projects in Acumatica 2021 R1, you’ll be even more intrigued with what has changed in the user interface. User Interface Form Subtitle Changes The Subtitles of the Forms have changed and include the Record Type, Record ID and … Read more
THE most powerful tool for business insights on the market right now is a big part of Microsoft’s Power Platform: Power BI. With Power BI (which stands for “Business Insights”), you can leverage your data to easily build reports and dashboards with interactive visualizations. And, not just Dynamics data either – even Acumatica, QuickBooks, or … Read more
Microsoft has been really getting down to business with creating new features to help our daily lives move smoothly. Researching content for my next blog I came across three new features for Teams that you will like. Recap History Status Did You Miss Your Meeting? Here’s a Recap! Microsoft Teams now offers participants a total … Read more
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