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
Do you receive checks from one customer to pay for multiple customers in Microsoft Dynamics SL? Maybe you simply wish the Payment Application Screen in Dynamics SL was more user friendly? Then consider Crestwood’s National Accounts Module for Dynamics SL. We make payment application easy by adding in multiple sort options and an Auto-Apply feature. … Read more
The 2017 calendar year-end is approaching and Microsoft is planning the release of the Dynamics GP year-end update for mid to late November. As we begin thinking about the end of 2017, some topics require planning and decision-making. Download our guide below and review the checklist items to make sure you’re ready to close out … 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
The ERP landscape has shifted from traditional, on-premise client/server deployments to software-as-a-service, ERP in the cloud. Buyers have realized this shift has major benefits for their business, including: Scalability Reliability Elasticity Cost Savings Gartner www.gartner.com projects huge growth of core ERP systems in the cloud by 2025. IT leaders also say maintaining hardware, software and … Read more
If you have one of the newer 4K monitors, have you run into issues with super small font size? I recently ran into this with a client who was using a newer Ultra 4K monitor when accessing Microsoft Dynamics GP (newer supported versions) through a remote Desktop Environment. Problem: While running queries in Dynamics GP, … Read more
There are tons of articles on the internet about multi-tasking, and we all do it to varying degrees. However, the research, not to mention common sense, points to the fact that you are better off focusing on one task at a time. Clutter is the Mind Killer Have you ever stood in front of your … Read more
Sometimes, it’s the little things we get excited about. This is definitely one of them. Acumatica now has a new feature so that you can have two different logos: One for your Acumatica interface The other for your Acumatica reports It might not sound like a big deal, but I’ve had issues with sizing report … Read more
In your Management Reporter (MR) reports, have you experienced an issue where the favorable or unfavorable variance amounts between actuals and budgets in an income statement aren’t presented correctly? A favorable sales variance may be incorrectly presented as a negative amount and the expense may be presented correctly or vice versa. A way to overcome … 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
Here’s one of our favorite new time-saving features in Acumatica 2017 R2 – print and send out statements on demand. This ability to send current statements translates into faster payments on current invoices. For example, many businesses send statements to customers with their orders; however, customers also call in and want a copy of their … Read more
There’s a little secret you need to know if you use Acumatica for your ERP system. It is the most comprehensive reference area I have ever seen! Here’s the link: HELP.ACUMATICA.COM It’s almost overwhelming. First off, there are multiple items in the top menu: User Guides Quick Guides Installation Implementation Report Designer Customization Acumatica Framework … Read more
It’s a good practice to regularly change your password to Microsoft Dynamics GP. However, if you’re like me, you probably forget, or say, “l’ll do that tomorrow”. Here’s a tip – set up a reminder to pop up every month in Dynamics GP. Here’s How: Go to the Dynamics GP Home Page. Here, you should … Read more
If you are frequently ordering the same item from a vendor and drop shipping the order to the same customer, you need to read this! Learn how you can save time streamlining drop-ship purchases in Microsoft Dynamics GP. Scenario: One of our clients has customers who frequently purchase the same item number. They order the … Read more
Recently, a client contacted me because her home page features in Dynamics GP 2013 R2 had disappeared. This had happened once before, and she was able to re-add the features in the “Customize this page” window – but this time, that didn’t work. In spite of every attempt to re-activate the Quick Link (and other … Read more
Recently, some of our clients using Microsoft Dynamics GP have indicated they are receiving errors in the Connect section on the Dynamics GP Home Page. The Connect section of the Dynamics GP home page is a live connection to a Microsoft website to provide information about upcoming releases and blogs about Dynamics GP. Each version … Read more
Do you use one of the more recent Acumatica 6.x versions? Do you export your Acumatica data into Excel so that you can use pivot tables? Have you found you can’t drill into the underlying transactions? If so, you need to try out pivot tables inside Acumatica! They’re great, easy to use, and the best … 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
The Crestwood Development staff had a recent team sharing session. One of the things they went over were some great tips and tricks for SQL that we thought you might enjoy too. Index-Friendly Operators If you have indexes in your databases, using index-friendly operators can speed up searching. Indexes identify what data we really care … Read more
Acumatica recently release some changes when it comes to taking snapshots of your system. At a quick glance, you now need to have everyone out of the system prior to taking a snapshot. Here are the details: If you have questions or need some assistance, visit our support page for more help.
Do you have Crestwood’s add-on module, AR Collections Manager for Dynamics SL? If not, you should see what you’re missing! Stop searching for information and start using it with our automation collections tool. AR Collections Manager module for Dynamics SL tip: Use the Dunning Letter Generation screen for a list of daily collections activities – keyword … Read more
Problem: I ran into a unique issue today. A client had reset their SA password, and after doing so, they could no longer login to Dynamics GP or SQL with the SA password. The SQL SA account kept getting locked out. We determined this was being caused by the Management Reporter (MR) services. When trying to … Read more
Many times, we get calls from clients where their Microsoft Dynamics SL Cash Manager Cash Account balance is correct but the General Ledger (GL) is off. Here’s the simple way to fix the GL without effecting the Cash Manager cash account balance. Example: In our Dynamics SL example, the cash balance is correct; however, the … Read more