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respective slides, we were finding that dozens of different copies were being created, changes weren’t being saved, outdated … Read more
Acumatica will be retiring the ODBC database access for all of their SaaS customers effective March 31, 2019, unless you have paid for a private cloud instance through Acumatica. Many people rely on this type of connection for reporting and integrations with legacy systems. Crestwood has options if you’re dependent on ODBC, read on. Why is ODBC … Read more
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
Did you know that you can use Function Keys and Keyboard Shortcuts in Microsoft Dynamics SL? You probably use several shortcuts (e.g. Ctrl+C to copy) in your everyday life, but you can even use them within Dynamics SL. Using keyboard shortcuts has many benefits, from increasing speed and efficiency, to reducing wrist strain. Click here … Read more
From the Acumatica S130 course, Data Retrieval and Analysis, you learn that “a tabular report is a report that displays information from the database in a format consisting of multiple columns and rows.” You can use a tabular report, for example, to see a breakdown of your sales by Customer and Inventory Item Class. In … Read more
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
Acumatica is easily customizable; however, there are some important factors to consider before you start making all those changes. When it comes to making certain changes that affect the logic behind the system, or user interface changes to the Acumatica Portal, there are several things to consider and keep in mind. The Acumatica portal has … Read more
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
Acumatica exists to save you time, decrease errors, and ultimately save money. One way for users to superpower that efficiency is with keyboard shortcuts. We’ve written before about the reasons to use keyboard shortcuts, but here’s a refresher: Increase efficiency What would take 4 clicks with a mouse can be accomplished with a single keystroke, … Read more
It’s important to understand how the CRM part of Acumatica addresses sales forecasting and opportunities. Acumatica comes out of the box utilizing a seven-step sales funnel/process. These steps are customizable to match your business needs. You can have multiple processes defined, and within each of them you can add, change, and remove stages to fit … Read more
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
Are you trying to improve performance of Microsoft Dynamics GP without investing thousands more in hardware and infrastructure? Has your SQL database size started to grow out of control? Perhaps Inventory Reconcile, Check Links, or other maintenance tasks are taking a long time to run due to the growing data volume? Sounds like you need … Read more
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
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
The Quick Menu in Acumatica is definitely a customer favorite. It’s great – you can choose which screens you want displayed, easily and without much clicking around. My favorite feature of the Quick Menu in Acumatica is the ability to set up email notifications based on actions being triggered. For example, you’d like a notification … Read more
Have you made your plans to go to Phoenix with me for GPUG Summit October 15-18? Great! Send me an email and we can meet up for a meal or a drink that week. Please let me know if you haven’t registered and I will send you a special code to save you 10%! GPUG … Read more
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
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
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
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
Recently, a client asked if it is possible to set up payroll direct deposit for an employee where the employee requested that a portion of their net pay be deposited into one account and the remaining balance be deposited into another account. With Microsoft Dynamics GP, you can enter percentages for the direct deposit amounts, … 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
Make my agenda come to me… I love the quote from the overly-ambitious Senator Underwood in “House of Cards.” He was talking to Freddy, a blue-collar owner of a restaurant. Freddy was telling him about his ride to work when he had to swerve to avoid a refrigerator that fell out of the back of … 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