When’s the last time you thought about security for your business? Or asked your IT team or partner security related questions? Are you sure you’re covered in the event something happens? How much data are you willing to lose? Maybe you are like me, not an expert in security, and not sure about what to … Read more
Almost all businesses face this one critical problem: lagging productivity. We live in an increasingly automated world, and yet gains in productivity have slowed significantly. Given this environment, any company that can evaluate old, clunky processes and replace them with smarter tools that enable optimization is going to gain traction in their market. When it … 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
Cases in Dynamics 365 / CRM are commonly referred to as tickets or incidents. These cases provide a way to track incidents or issues that may arise from your customers, whether they are external or internal. Cases are a full cycle entity, meaning they are used to track the process from the initial intake of … Read more
Advanced find is a powerful tool within your Dynamics 365 (CRM) system. Knowing how to use it will help you to find lists of data with specific criteria, edit that data, export, review, and so much more. You might want to print out this handy cheat-sheet and keep it on your desk. Here’s a nice … Read more
If you have an on premise database you may be curious as to how your data updates in real-time in your Power BI dashboards and reports. Instead of moving your data or constantly refreshing it, data is updated with a Power BI feature called a gateway. Types of Gateways and Features Personal Gateway Works solely … Read more
There are various ways to add a drop-down list in Acumatica. You could use the “out of the box” “Attributes” that are available for most of the entities or you can create a drop-down list field using the Customization tool. Let’s say you just want to add a field and the dropdown list will not … Read more
Many times, we think about upgrading versions of our software but just don’t take the time to do it. Don’t get caught with an unsupported version, you’ll miss out on important updates, hotfixes, and it could potentially cost you more in the end. The new version, Dynamics GP 2018, was released in December 2017, and … Read more
Dynamics SL 2015 Year-end Updates This has been out for a couple months, but we didn’t want you to miss the important updates. The 2017 Year End Updates includes changes for 1099 and W-2 reporting to comply with 2017 tax year regulations. Included with the update files is a technical document. TY2017YrEndUpd.pdf “Microsoft Dynamics SL … Read more
Presented by Jeff Suwyn, Microsoft Dynamics SL Marketing Manager Log into Microsoft CustomerSource for more information, details, and full access. Introduction to Dynamics SL 2015 This video is a high-level overview of what Dynamics SL 2015 has to offer. It includes basics concepts used in the application. Part 1 Part 2 Financials in Dynamics … Read more
Crestwood Associates is humbled and honored to be the recipient of multiple awards and accolades at the Acumatica Summit in Nashville last week. Not only did our team receive reward and recognition, but our client, XByte Technologies, won Acumatica Customer of the Year. Here’s a quick look at the entire list of Crestwood wins. Customer … Read more
Thanks to Jeff Suwyn for the latest news. Dynamics SL 2015 Year End Update The 2017 year-end update is available and includes changes for 1099 and W-2 reporting to comply with the 2017 tax year regulations. Download with your Microsoft CustomerSource login here. Dynamics SL Directory Find all information and content for Dynamics SL 2011, … Read more
User adoption of any new system can be painful – and that’s true for Dynamics CRM too, now called Dynamics 365. However, with Learning Paths, Microsoft has taken what was once a clunky, disjointed experience and make it slap-you-in-the-face simple. What is it? Microsoft Dynamics Learning Paths – context-sensitive, role-specific pop-ups right in Dynamics 365 … Read more
Did you know, on average, our customers save 20% annually by moving to the cloud? Our Crestwood Cloud Services expert, Jason Sheaffer, has helped many businesses switch to the cloud and save money. He has shared all the information you need to know when making decisions about the cloud for your business. In this 3 … Read more
Sometimes you need to know what access users have in Microsoft Dynamics GP. Maybe for an audit or just a routine cleanup of your system. Luckily, there are some pre-loaded or ‘canned’ reports in Dynamics GP that you can use. How to Access the User Security Reporting: To access the User Security reports, you first … Read more
Crestwood has been named to the 2017 Bob Scott’s VAR Stars list for the fourth year in a row. The list, which has been published since 2009, touts a variety of high profile firms and recognizes factors such growth, industry leadership and recognition, and innovation. “Each year, 100 VAR Stars are picked from the best … Read more
Are you using Microsoft CustomerSource to enhance your Microsoft Dynamics SL experience? If not, you’re missing out on some great features! This is the place to go for access to documentation, the Dynamics SL support community, software downloads and up-to-date information about your system. Access to Microsoft CustomerSource is covered by your annual enhancement plan. … Read more
Microsoft Power BI – it’s been the buzz for a while now, but maybe you haven’t found the time to dig through all that information and try it out yet. We get it; there is so much out there that it can be overwhelming. Download our free Power BI Training Resources, packed full of links … Read more
Download our free checklist for closing 2017 in Microsoft Dynamics SL. The checklist is full of essential information and general guidelines that can be combined with your internal company processes. Webinar & Support: If you missed our Dynamics SL Year-end Webinar on December 19th, don’t worry, you can watch the recording here. If you have … Read more
Have you found yourself spending hours preparing detailed reports for a Board meeting only to have them glanced at and tossed aside? Yeah, us too. So we thought we would put together our top tips that will ensure your reports are the highlight of the meeting. Tip #1 Know Your Board Most boards bring a … Read more
Before Closing Your Year, Check Your Account Posting Types Closing a fiscal year in Microsoft Dynamics GP when you have a General Ledger Posting Type marked incorrectly can be a hassle. Either you have a Balance Sheet account marked as Profit & Loss or you have a P&L account marked as a Balance Sheet account. … Read more
Microsoft is starting to release some details about what’s new in Dynamics GP 2018, targeted to be available around the first of December, 2017. I’m getting excited for some of these features! There are five key areas of updated functionality in the new version: Doc Attach – Microsoft is calling this the “next evolution of … Read more
Recently, we experienced this issue internally at Crestwood. When employees installed the recent, October 2017 Microsoft Outlook Security Update, it broke the Microsoft Dynamics 365 or CRM Outlook Client. Problem: After installing the recent Outlook Security Update, when you attempt to get to your CRM information via Outlook it remains blank and then you get … Read more
We are excited about the fall release of Acumatica, available the week of October 9th, 2017. There is a ton of increased functionality and productivity. Here’s my shortlist of favorite items: New User Interface – you have to see it! It’s more flexible, configurable, and personalized for the end user. For example, in the left-side navigation … Read more