Many customers are planning to upgrade their Microsoft Dynamics SL this year. Are you thinking about an upgrade too? Here’s the top reasons: Refreshable Excel files with Quick Query In Dynamics SL 2015 the “Grid to Excel” feature in Quick Query now supports the creation of refreshable Excel table documents as well as pivot tables, … Read more
Are you trying to increase your sales cycle and win more deals? Maybe you are trying to improve processes and efficiencies within your organization. Studies show that by using eSignature technology you can make this happen. What is eSignature? It’s basically an electronic signature. The person signs electronically and it provides the same legal standing … 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
Recently, we have received a handful of calls on how to add a new user to Management Reporter (MR). So, I thought this would be a good time to revisit the process. First, you must be an MR administrator to add users. Also, the user you are adding must have access to the company in … Read more
Microsoft Dynamics GP 2016 enhanced the procedure to place prepayments on purchase orders making it easier when requiring an upfront payment from customers. Setup First, you must setup prepayments in the purchase order processing window. Go to: Tools>Setup>Purchasing>Purchase Order Processing. Click to Allow Purchase Order Prepayments and Create manual prepayment from Purchase Order Processing. Choose … 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
It’s that time of the year, and we’ve been getting a lot of inquiries on 1099 reporting. Here are a few of the top tips to share with you: If you are getting a blank 1099 MISC report, it’s probably due to the Branch not having the 1099 reporting box checked. Even after documents have … Read more
Microsoft has retired the Connect gadget on the Dynamics GP home page. Microsoft used this gadget to communicate Dynamics GP community news and information to users. Now that it has been retired, you might see the following error on your home page if your Connect gadget is still in place. “Navigation to the webpage was … 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
I’m excited and honored to be presenting “Explore Your GP Reporting Options” session at the upcoming GPUG Amplify conference in Chicago on March 20, 2018. I invite you to join hundreds of other leaders and learn more about Reporting, Functional, and Executive Leadership with Dynamics GP at its focus. Amplify is the annual conference sponsored … 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
We have many Crestwood clients planning to upgrade to Dynamics GP 2018 in the first quarter of 2018. You’ll want to consider upgrading too, especially if you are on Dynamics GP 2013 because mainstream support ends in April of 2018. This means no more updates, including year-end and payroll. Here’s an overview of the new … Read more
We have gotten a couple support calls about an error occurring while running the Dynamics GP utilities after installing the payroll year-end update. Error The following SQL statement produced an error: exec w fDeployClrAssemblies [Microsoft][SQL Server Native Client 10.0][SQL Server]Assembly ‘system.directoryservices, version=2.0.0.0, culture=neutral, publickeytoken=b03f5f7f11d50a3a.’ was not found in the SQL catalog. This error is caused … 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
Have you noticed the Doc Attach button in some companies responds slow? We had a client with this problem. When they clicked the “Attach” button, there was a long delay for the dialog box to appear to allow selection of the documents to attach. We hadn’t heard of this happening and even an online search … Read more
Error and fix when your Management Reporter console crashes. This one is great! My client was having issues with the Management Reporter (MR) Configuration Console crashing as soon as you tried to open it, and the MR Process Service kept stopping after you would start it. I was also getting errors in the Windows Application … Read more
It’s here! Released December 1, 2017, Dynamics GP 2018 has finally arrived. There are many great new features available and here are the ones I’m most excited about. First, all the new Document Attach features. We’ve seen customers use this feature for years now, but in the new version, you can now attach to the … Read more
Most of the time I work remotely. It saves me travel time and saves my clients money. I’m usually connecting to client systems with various VPN’s, etc. Once in awhile, when I’m VPN’d in somewhere, my mouse acts weird. It moves very slowly, like it’s underwater. I found a quick fix – here’s what I … Read more
I’ve been waiting a long time for this. If you’ve had to split strings in SQL in the past, keep reading! Microsoft SQL Server 2016 now has a native solution available, meaning, you can supply a delimited string and join against it like a collection of rows. There have been many work-arounds for this over … Read more
CAUTION – If you’re using MR with the Legacy connection to Microsoft Dynamics GP, when importing a NEW company to MR, be careful. You want to make sure you check the boxes for “Skip Import” for all the existing companies that are setup if you are using multiple Building Block Groups (also known as Specification … 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
Here are some easy SQL commands you can use for better grouping options. Quite often, I run into situations where I need to combine multiple values or descriptions into a column when it comes to reporting. Examples: There are a few SQL functions you can use to do this: CONCAT – allows you to concatenate … Read more