It’s that time of the year again, we are all scrambling to close out 2018 while planning for 2019. There’s a lot of new technology and tools to help, but most of us still resort to the tried and true – Microsoft Excel. If you’re not a pro with formulas, and auto fill – then … Read more
Posts by Kayla
Switching to Microsoft Dynamics 365 Business Central
Switching to Dynamics 365 Business Central can enhance your ability to care for your customers and allow you to provide the type of service that keeps people coming back for more. If you want to set your business apart from the competition, differentiating based on service is one of the best ways to do so, regardless of the … Read more
The Dynamics GP Year-End Update – What’s the Same and What to Look Out For
It’s that time of year again: the air has grown crisp, the snow has started to fall, and Microsoft has released the year-end updates for Dynamics GP. No matter which version you’re currently running (Dynamics GP 2015, Dynamics GP 2016, or Dynamics GP 2018), there are three main items to note: some forms that stay … Read more
Get Started Quickly with the Start Screen in Microsoft Word
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
Three Awesome New Features for AP Inbox Assist for Acumatica
Are you using our AP Inbox Assist add-on for Acumatica yet? If you aren’t, you’re missing out. Never chase down paper invoices again. Streamline your experience, from receipt of invoice to approval to payment. Our custom-made product is better than ever with these new features. Here is a list of three new things you can do with … Read more
Jobs and Project Accounting in Dynamics 365 Business Central
If one of the hats you wear at work is that of a project manager, you know how frustrating it can sometimes be to tie together all of the details involved in a single project. You have assets to purchase and allocate, employee time sheets to approve and assign to the project, client invoices to … Read more
Video Series: Dynamics 365 Business Central
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
Supply Chain Management in Microsoft Dynamics 365 Business Central
Whether you are shipping, receiving or need to manage existing inventory, you need a robust and intuitive set of tools to maximize efficiency and productivity. Business Central is designed with supply chain efficiency and management in mind and can help you solve some of the most common frustrations and issues our clients experience. An overview … Read more
Do These 2 Things to Make Dynamics GP Year-End Easy
Get a Head Start on Year-End 2018 Start early and make 2018 a little easier. Here’s a checklist to get a head-start and prepare your Dynamics GP system for year-end. System Review: Be sure that your Backups are working correctly, and test the Restore process prior to Year-end. If you have questions or need some … Read more
Dynamics 365 Business Central – The Perks of the Financial Management Module
What is Dynamics 365 Business Central, again? Microsoft Dynamics 365 Business Central is Microsoft’s subscription-based ERP solution that provides a full range of accounting and operational functionality. For more details about the product as a whole, check out this blog post and intro video. One of the most important pieces of any ERP system is the … Read more
AWS and Acumatica: The ROI of Modern Cloud Solutions
The choice to upgrade to a modern cloud solution from a legacy system is imperative if a business wants to thrive. But such a significant investment of time and money should be researched thoroughly and most probably will require evidence of your Return on Investment. Acumatica’s Whitepaper, ROI Analysis of Replacement ERP, provides the tools for … Read more
Video How-To: Cutting Checks in Dynamics 365 Business Central
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!
Economic nexus sparks need for speedy sales tax registration
Repost from Avalara Economic nexus is here. Is your business prepared? Before the Supreme Court of the United States issued its ruling in South Dakota v. Wayfair, Inc. (June 21. 2018), states could only tax sales by businesses with a physical presence in the state. Wayfair changed that long-standing rule. The court found the respondents’ … Read more
Microsoft Excel – All you have to do is ask!
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
How OneDrive Solved Our Collaboration Issues
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
Let’s Look it UP with Smart Lookup in Microsoft Word
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
The Swiss Army Knife for Dynamics GP (PSTL)
The Professional Service Tools Library (PSTL) is a free set of tools you can install and use with your Microsoft Dynamics GP system. Be careful – although these tools are free, they can destroy your system if you run the wrong thing. For example, running the Financial Tools can remove all historical data – and … Read more
What is this New Microsoft ERP Product – Dynamics 365 Business Central?
One of the biggest reasons that Microsoft leads the ERP industry is their commitment to constantly improving and evolving to meet the changing needs of businesses. However, it occasionally results in a bit of confusion. That is the case with Microsoft Dynamics 365 Business Central. Let’s clear a few things up: What IS Dynamics 365 … Read more
Dynamics GP 2018 R2 New Features
The new release of Microsoft Dynamics GP 2018 R2 is full of customer-suggested improvements, new features, and Roadmap items. Thank you to everyone for submitting ideas to make Dynamics GP even better. The new version is out on October 1st – here are some of the features we are excited about: Financial Enhancements Exclude items … Read more
Acumatica: New Release – 2018 R2 & Ranked Highest in Usability
Acumatica has proven their commitment to their customers again, this time two – fold. New Release – Acumatica 2018 R2 First, with their recent release of Acumatica 2018 R2, Acumatica took ideas submitted by end-users and developed them into enhancements and tools in this new release. These new features address three specific areas: Customer … Read more
Video How-To: Budgets in Dynamics 365 Business Central
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
Avoid the Pitfall of Thinking that Customizations and Integrations Won’t be an Issue
Keeping up with technology is never-ending, and it can be difficult and costly. But it doesn’t have to be. More and more businesses are choosing to simplify, protect, and secure their business systems by moving to the cloud. Click to download the free whitepaper: 7 Pitfalls to Avoid as You Transition Business Software to the … Read more
How Power BI for Dynamics SL Turns Data Into Insights
Are you tired of presenting a mountain of crucial, relevant data and seeing eyes glaze over? Data is easier than ever to gather, and much of it is critical to tracking the success of current initiatives and planning future ones. As many of us learn the hard way, data alone doesn’t often drive meaningful change; … Read more
Top 3 Reasons to Attend GPUG Summit
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