If you are looking to power your digital transformation, look no further. Microsoft has published the release notes for the next big Dynamics 365 update in October 2018. There are so many new features and enhancements, I almost don’t know where to start. If you are looking for something specific, here is the link to the full … Read more
1. Automatic Updates to Well-Known Apps First, your company will always be on the latest version and will not need to worry about upgrading to latest and greatest. Office 365 Enterprise E3 is straightforward to use; most you have been using these products throughout your professional careers. Only difference is your data will be in … Read more
The Field Service Schedule Board in Dynamics 365 for Sales (CRM) provides an easy-to-see look at resource availability, current bookings, available time slots, and more. When setting up the Schedule Board, you can (and should) configure your preferences for sharing with others in your organization. Within the Schedule Board, when you create a new view … Read more
I was invited to attend Acumatica’s Construction Edition Partner Meeting in sunny Miami Beach. It was a great opportunity to meet many of the innovative executives, developers, and programmers behind the new Construction Edition of this ERP software. Their pride and enthusiasm was contagious. They showed software demonstrations and shared stories of their journey into … Read more
Now that you’re using a Refreshable Data Connection between your Microsoft Dynamics GP system and Excel, you might find that you’re missing a field or two. It’s not as hard as you’d think to edit the data connection and add in those missing fields. I’ll explain how. If you’re not using this feature yet, you … 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
Do you have daily imports for Microsoft Dynamics SL that you wish you could automate? Maybe you’ve inquired about automating them, and were told “if you had the Application Server, you could automate it then.” Well, good news: you don’t need the Application Server module. You can create a simple process for automating an import … Read more
How quickly can you navigate around in Microsoft Dynamics SL? I’m always in awe of people who can do things twice as fast as I can. I’ll let you in on their secret: use Keyboard Shortcuts! Not only does using keyboard shortcuts make you faster, but it will make you look really cool in the … 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
How many of you found yourself working on a document and before you know it, the application you are using crashes? You think to yourself, “Oh I hope it saved!” I’ve lost plenty of documents, countless! It’s the worse feeling in the world; all that work you put in and just like that gone! Did … Read more
Did you know that you could integrate OneNote with your Dynamics 365 environment? This will allow you to easily access a OneNote notebook directly from the 365 dashboard, adding additional functionality that the Customer Notes feature in 365 doesn’t support. You can easily share customer notes, and add images and drawings. Requirements: D365 Online version … Read more
AvidXchange, a financial technology company, has named Crestwood Associates as runner-up to their annual award of “Rookie of the Year” at their annual Partner Connect and Revolution Users’ Conference held this year in Chicago, IL. AvidXchange joined Crestwood’s list of independent software vendors in 2016. “AvidXchange is focused on the quality of the partnerships we cultivate, … Read more
Crestwood Associates has again been named to the Bob Scott’s Insights 100 Top VARs for 2018. This is Crestwood’s sixth consecutive year appearing on the list at the highest ranking yet: #36. The Top 100 resellers are chosen from organizations that sell and implement Enterprise Resource Planning (ERP) and accounting software. “We always appreciate appearing … Read more
I recently had a couple of my clients complain about their merchant services for processing credit cards in Microsoft Dynamics GP, so I decided to look at alternative solutions. Since Crestwood is part of the BDO Alliance, I asked who they might recommend. iTransact merchant services was at the top of the list. After some … 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
Crestwood’s Story: The Beginning Together, Brian McGuckin and Tim Thompson founded Crestwood Associates back in 1998. Tim and Brian first meet when they both worked at Ernst and Young. Approximately a year later, they decided to start their own business out of a 3 flat in Chicago on West Waveland. Crestwood became a Great Plains … Read more
We get a lot of questions in regards to check printing. Here are four helpful tips: The AP Payment Selection screen is a utility to populate the values in the AP Edit/Select Documents for Payment screen. Use the “Payment Selection” screen when you are trying to select documents by Pay Date, Batch Nbr, or other … Read more
There’s a lot of change happening with Dynamics 365 for Sales (CRM). Make sure you’re kept up to date with what’s leaving and what’s coming. Here are the highlights of what’s important to our clients. Deprecated features concerning end-users: Contracts, Contract Line Items, and Contract Templates Standard SLAs Mail Merge Deprecated features concerning system administrators: … Read more
One of the new features embedded into the social pane throughout Dynamics 365 for Sales (CRM) v9.0 is a tab called, Assistant. The Assistant makes your life easier. How? It tracks daily actions and communications for the contact or record you are on, and the system will generate an, “action card” which is designed to … Read more
Are you using CustomerSource, GPUG Dynamics GP User Group, or our Crestwood Resources to enhance your Dynamics GP experience? If you use Microsoft Dynamics GP, these are places you’ll want to bookmark! Microsoft CustomerSource provides access to documentation, the Dynamics GP support community, software downloads, and up to date information about your system. Access to … Read more
Do you dread year-end in Dynamics GP? If so, do these tasks monthly and you can make year-end a breeze. By following these guidelines, you will keep things in Dynamics GP clean and ready, so when you get to year-end, the process will be much easier. Follow the checklists in Dynamics GP or print out … Read more
We’ve been waiting for what seems to be a very long time for a Power BI Dynamics GP Content Pack. The wait is OVER! This Power BI Content Pack includes pre-built reports for your Dynamics GP data on: Financials Sales Purchasing Inventory This content pack helps you with the relationships between your Dynamics GP data … Read more
Manufacturing and distribution businesses drive most of their profits from their inventory. That means inventory management and replenishment should be key areas of concern to maintain a healthy, thriving business. Using inadequate tools like spreadsheets, don’t give you the ability to control your inventory correctly. Here are the three key issues that businesses like yours … Read more