I am all about anything I can do to make it easier and faster to enter data. Here’s a handy customization trick for Microsoft Dynamics SL to update the AP document total. I’m going to show you a simple customization that will update the voucher/adjustment total whenever you save the document. Note: to create this … Read more
Growth isn’t a one-size-fits-all approach. In fact, companies expend a great deal of energy and resources deciding which pursuits will move the needle the furthest toward achieving specific goals, and where to prioritize their time and investment. Oftentimes sales and use tax gets left out of this equation, especially when it doesn’t appear to directly … Read more
When you go to look up a customer, vendor or stock item record, or even an AR Invoice or AP Bill in Acumatica, the screens force you to use the magnifying glass button to search for your record. I feel this isn’t always the quickest way to look up things in Acumatica. Did you know, … Read more
Why do people use keyboard shortcuts? I used to teach beginner computer classes and one thing that always confused people is the multiple ways of doing the same thing. I always had a hard time answering that question, but over the years, I’ve found myself using more and more keyboard shortcuts because they do really … Read more
There’s a great new feature added into the new designer for business rules in Dynamics CRM 2016 version 8.2 and Dynamics 365. It’s called recommendations. What are recommendations? Recommendations allow you to provide a recommendation to users on how to fill out a field. You can set certain criteria around a field and if a … Read more
This made my week! I’m a visual person and creating business rules in Dynamics CRM 2016 version 8.2 and Dynamics 365 has just become my new favorite thing. I used to dread doing this, but with the new improved business rules interface, it’s fundamentally the same thing, but now with a visually pleasing facelift. What … Read more
The Crestwood Support Team receives a lot questions about creating Statements of Cash Flow in Management Reporter (MR). I’d like to provide to you answers to some of the most commonly asked questions about Cash Flows, and show you some tips along the way. Default Cash Flow Report I recommend starting with the Default Report … Read more
States target certain businesses for sales tax audits according to data For most companies, the mere idea of a sales tax audit is a daunting prospect, and “fingers crossed we don’t get picked” is a popular strategy. But for certain types of businesses, just doing what you do can be enough to attract the attention … Read more
Microsoft has recently released many updates and hot fixes. If you haven’t been keeping up on these, you might want to take a look. There have been many issues resolved with some of these. You’ll have to log into your Microsoft CustomerSource account. If you need help with that, visit our support page. Here’s the … Read more
If you have duplicate contacts in CRM – you can merge them together into 1 contact, without losing any of the data associated with either of them. All notes, activities, and information attached to either, can now be consolidated into just 1 contact. For example, maybe the 2 duplicate contacts have different email addresses – … Read more
Entering your Microsoft Dynamics GP registration keys is an easy task to accomplish, as long as you know where to go and what to do. Sometimes your Dynamics GP Registration Keys may need updating. For example, because you have increased your number of licensed users. Here’s how to update your Dynamics GP Registration Keys After … Read more
Recognized for Outstanding Leadership, Growth, and Expertise with Acumatica Acumatica announced at their 2017 annual conference, Crestwood Associates has been named Partner of the Year for 2016 in North America. “This year, we are honored to recognize the expertise and commitment from Crestwood Associates and name them as our top partner in the US,” Jon … Read more
Businesses may feel out of their depth as states look to test the waters on tax compliance in the coming year Sales and use tax compliance can be a complex problem for many businesses. It almost feels like you need a bowie knife to cut through the regulatory red tape, although knowledge may be a … Read more
We’ve been waiting for this feature. It’s a customer request. Microsoft finally added a way to set up your own custom email signature in the newest version of Dynamics CRM. Yeah! Here’s step-by-step instructions: Navigate to the Options area under settings This will open up your Personal Options. Once here, navigate to the Email Signatures … Read more
You were happily working away every day in Microsoft Dynamics GP, and then one day your company upgraded to Dynamics GP 2013 R2 or later and suddenly, your Print button in Manufacturing was gone! You aren’t the first person to have this happen, and it can be startling the first time you go to print … Read more
In 2017, when it comes to sales tax, states are taking stances on everything from soda to streaming content, tobacco to tampons. The New Year will also bring renewed efforts by states to implement internet sales taxes and continue the legal battle to overturn existing legislation. Here is a summary of 2017’s most newsworthy federal … Read more
I’m going to admit, I’ve been a bit confused as to why and when I would want to use these two tools. So, I’ve been asking around and I think I’ve finally got it. What’s the difference? When and why would I use each of them? Here’s my breakdown. Dynamics GP Utility – Create a Company This built-in … Read more
Sometimes, you have a need to reprint the reports that generate after you reconcile a bank account in Microsoft Dynamics GP. Maybe you had a printer malfunction at just the wrong time, or possibly the originals are lost in a file somewhere. You can easily reprint the Bank Reconciliation reports by following these step-by-step instructions. … Read more
You may notice in Microsoft Dynamics GP that sometimes the General Ledger Summary and the General Ledger Detail do not match. While this doesn’t happen often, it’s an indication that the SQL tables behind the scenes are not correct and need to be repaired. This situation may cause your reporting software, such as Management Reporter … Read more
Do you ever feel like you’re wasting time looking for the right place to go in Dynamics GP? Or you don’t remember where something is? Well, I recently stumbled upon this cool little tool. It allows you to enter in the name of a Dynamics GP window, and viola, it tells you exactly where to go. Additionally, … Read more