Email. We live in it, well at least I do. Being able to do more work within my email system is a good thing. Acumatica now lets you do just that. With the new Outlook Plug-In, you can: Look up a sender See history with a sender Create new contacts Mark leads & opportunities All … Read more
Have you recently performed a company import in your Dynamics system? Did your MR report definitions disappear? Don’t worry, here’s the fix. Follow these steps to bring back your report definitions. Log in to Report Designer and click on Company in the menu ribbon and select companies. In this window, highlight a company and click … Read more
You may be wondering how Crestwood takes an on-premise application like the Microsoft Dynamics ERP software suite and migrates it to the cloud, maintaining business continuity during the transition, and how the move benefits your organization. Let’s take a look at the process. First Things First Crestwood will start by analyzing your existing system, taking … Read more
A customer recently asked me to remove the Microsoft Customer Experience Improvement Program (CEIP) Reminder Task from Dynamics GP 2016 R2. Every time she logged in, the reminder popped up on her task list. She attempted to complete and remove the reminder with no avail. What is this task? When you install Microsoft Dynamics GP, … Read more
If you use Management Reporter (MR) with multiple companies, you might get an error while generating reports if your companies have different: Subaccount segment descriptions in Dynamics SL Account Formats Segment Names in Dynamics GP Unlike FRx, MR uses the account segment names in the Row and Tree Definition Financial Dimension mapping fields. Let’s take … Read more
We are excited about the fall release of Acumatica, available the week of October 9th, 2017. There is a ton of increased functionality and productivity. Here’s my shortlist of favorite items: New User Interface – you have to see it! It’s more flexible, configurable, and personalized for the end user. For example, in the left-side navigation … Read more
Management Reporter (MR) has many different levels of security, to restrict users to specific companies and reports. Understanding how they work will make it easier for setting up users and distributing reports. User Security – To get started, set up users and assign them company access under the Security menu item in the bottom left corner … Read more
Dynamics 365 has some great tools to allow organizations to own and define their security levels. It all starts with business units – business units are the foundation of D365’s security structure. Out of the box, your organization has a root business unit and from here, you can add more business units if you want. Why … Read more
Repost from Avalara With the myriad of responsibilities involved in running a successful business, it should come as no surprise that preparing for a sales and use tax audit is not exactly a high priority or favorite topic of conversation among business owners. There are only so many hours in a day, and many companies … Read more
Crestwood implemented a phased migration approach of Microsoft Dynamics GP & CRM from on-premise to the cloud and upgrades at the same time and it worked great for a recent client! With many databases, users, integration, and complexity, this phased migration approach ensured success of the project and end user support. Read more about the … Read more
Don’t run into conflicts with Screen ID’s when importing Generic Inquiries (GI) into Acumatica. When you export the GI from a source company as an XML file, it includes the Screen ID that was automatically assigned by the system. Then, when you import the GI to the target company, if there is another pre-existing GI … Read more
Have you even been working in Dynamics GP and encountered the “Scrolling window link table not on form ERROR” combined with the Unhandled Script Exception Error related to an illegal address User ID? Some Background The reason why the errors occur is there are actually some older c-tree based calls made where code is trying … Read more
Have you ever found when you export a Dynamics SL Quick Query to Excel, you don’t get all the rows of data? Here’s some general information and options to fix that problem. Overview In Dynamics SL, you can turn on paging for your Quick Query screen, as well as limiting the number of records returned. … Read more
What’s new with your business? If it’s any of the below, then congratulations are undoubtedly in order. And, while we certainly don’t want to put a damper on the wrap party for your latest launch, we do want to pipe in with a quick tax-wise nugget: New business growth often leads to new sales and … Read more
Searching just got a whole lot better! Microsoft has improved searching for all. Search the way you want. Here’s a closer look at the different ways to search. Quick Search Categorized Search Relevance Search Quick Search Quick search is that little box in the upper right corner of all the grids. It searches in all fields … Read more
Download the PDF with instructions to learn time-saving ways to duplicate format changes to your other reports, historical versions of reports, and documents in Dynamics GP. There are a couple variations on how to do this, depending if you are using the Dynamics Report Writer or Word Templates.
In Acumatica 6.1 and later 5.3 builds, when scheduling processes to run there are a few items to make sure of: Time zone – there has been a long running issue with scheduled processes that if the time zone is not “GMT (Universal….)” the scheduler doesn’t work correctly. Before this wasn’t an issue because it … Read more
If you haven’t heard, many small and medium sized businesses have grown by moving their technology to the cloud. Don’t let technology hold you back – cloud options increase efficiency, improve cash flow, and have many other benefits. Here are our top 10 reasons why your SMB needs the cloud: 1. Work from Anywhere: and from any … Read more
Many of us have run across a situation where a SQL restore just takes FOREVER! Since I had some time on my hands, I decided to search and found this great blog post by Matt Slocum. Seriously, I waited well over an hour for a 58GB database to restore to SQL 2008 (and the restore never completed, … Read more
Extend the life of your fingers and shave minutes off just about everything you do. As a software developer I live and breathe shortcut keys. I use them to quickly navigate between screens, auto type out the current date and time, type my email address, and generate commonly used SQL scripts. All within the reach … Read more
Which Window Do I Need? Determining which window needs to be added to a user’s security in Microsoft Dynamics GP can be difficult. Here are a couple methods we use to figure it out. Winthrop Tool There used to be a free product called the Support Debugging Tool; however, this no longer the case, it’s … Read more
Every department has tasks they perform on a regular basis and steps and procedures they will need to follow in order to perform the tasks accurately and ensure no tasks are missed. It is common for each department to create their own written steps and manually check them off as tasks are completed. Users can … Read more
Have you ever gotten the “Divide by 0 Error” when you go to run a report in FRx Report Designer? And to top if off, then the report does not print. Other users can print FRx reports just fine, but for you, it happens on all reports. This error appears if you print to the … Read more
The .Net framework gives developers the powerful option of compiling assemblies targeted for the now-standard x64 platforms or legacy x32 platforms. This is not an issue for most modern software since the typical machine is based on 64-bit architecture and most assemblies are compatible with 64-bit systems. However, the challenge arises when compiling 64-bit assemblies … Read more