If you have duplicate contacts in CRM – you can merge them together into 1 contact, without losing any of the data associated with either of them. All notes, activities, and information attached to either, can now be consolidated into just 1 contact. For example, maybe the 2 duplicate contacts have different email addresses – … Read more
To prevent transactions from being posted to the wrong period, it is important to remember to close financial periods during your month-end process in Acumatica. If transactions gets posted to the wrong period, it can affect your financial reports, and that can be disastrous. We’ve created a step-by-step guide, with screen shots, to walk you through … Read more
Recently, we received a call from a client that their Microsoft Dynamics GP web services stopped working. Additionally, they weren’t able to get into the Dynamics Security console either. The Problem: When clicking “Select Applications” the message would appear in the lower left corner “Action: In progress…” and nothing further would appear. Browsing to the … Read more
Entering your Microsoft Dynamics GP registration keys is an easy task to accomplish, as long as you know where to go and what to do. Sometimes your Dynamics GP Registration Keys may need updating. For example, because you have increased your number of licensed users. Here’s how to update your Dynamics GP Registration Keys After … Read more
If you already have Acumatica, you need to check these out! If not, send us an email at Marketing@Crestwood.com and see Acumatica for yourself – it’s an amazing system. In the latest release, Acumatica Version 6.0 there are three enhancements I am excited about. These all relate to the Parent/Child relationships. Sharing Credit Verification Rules … Read more
Which dictionary do I use if I have multiple versions of Microsoft Dynamics GP? If you are a Dexterity developer with many alternate Dynamics GP forms in your development dictionary, e.g., your development dictionary is Dynamics GP2013 RTM and the Dynamics GP client application dictionary is GP2013 SP1, which dictionary do you use? If the … Read more
Every year, our support team comes across this question: How do I change the Account Number Length in Microsoft Dynamics GP? It might be that your chart of accounts no longer fits your company’s reporting objectives or suites your needs. Whatever the reason, here’s a handy step-by-step guide on how to properly increase the account … Read more
Recognized for Outstanding Leadership, Growth, and Expertise with Acumatica Acumatica announced at their 2017 annual conference, Crestwood Associates has been named Partner of the Year for 2016 in North America. “This year, we are honored to recognize the expertise and commitment from Crestwood Associates and name them as our top partner in the US,” Jon … Read more
Businesses may feel out of their depth as states look to test the waters on tax compliance in the coming year Sales and use tax compliance can be a complex problem for many businesses. It almost feels like you need a bowie knife to cut through the regulatory red tape, although knowledge may be a … Read more
We’ve been waiting for this feature. It’s a customer request. Microsoft finally added a way to set up your own custom email signature in the newest version of Dynamics CRM. Yeah! Here’s step-by-step instructions: Navigate to the Options area under settings This will open up your Personal Options. Once here, navigate to the Email Signatures … Read more
Does this sound familiar? You are about to close the period or the year in Microsoft Dynamics SL (screen 01.560.00) and you get a warning that there are unreleased batches. This message essentially says caution — you started a batch in module xxx but never released it and the period to post is the current … Read more
Did you know you could hide a row on a SSRS report if all the fields on that row are blank? I found a lot of documentation on how to hide a text box, or even a row based a condition or calculation, such as blank, zero or null values. However, I didn’t see much … Read more
The below C# pseudocode will set a “Date and Time” attribute to a provided value using the Microsoft Dynamics CRM SDK framework. This part is very straightforward and can, in fact, be simplified by performing the type casting in one line rather than parsing via multiple lines. string sSourceValue = “12/01/2016”; string sDestField = <DateTime_Attribute>; … Read more
Recently, I came across an issue at a long time Microsoft Dynamics GP client. When they tried to go to the Receivings / Transaction Entry window via Transactions > Purchasing menu, nothing would happen. It would not open, even though the option was present in the menu. Additionally, there was no error message and it didn’t … Read more
In Microsoft Dynamics SL, employee benefits are defined in the Benefit Maintenance (02.340.00) screen. The field ‘Year Type’ is used to determine when a benefit will be reset or roll over. Here’s an example and explanation of how to reset benefits for the next year. You have two options in the Year Type field: Employee … Read more
If you use Microsoft Dynamics CRM, now referred to as Dynamics 365, and SharePoint, you will want to read this. Did you know there are quick and easy ways to attach email correspondence and other files to your SharePoint library? Here are some tips for working with the SharePoint-enabled storage accessible from CRM: Log into … Read more
There are many instances when you will need to use a Blanket Purchase Order in Microsoft Dynamics GP. For example, you might have subscriptions for support, where a customer is billed $200 per month on an annual basis. Or, you might have a recurring order of widgets, but maybe you get 5,000 every other month. … Read more
Take your reporting capabilities to the next level with the introduction of Excel pivot tables in Acumatica 6. Pivot tables are one of the key business intelligence tools in Excel, and now you can create and share them within Acumatica without the extra steps of exporting or importing your data. 3 Main Parts of a … Read more
You were happily working away every day in Microsoft Dynamics GP, and then one day your company upgraded to Dynamics GP 2013 R2 or later and suddenly, your Print button in Manufacturing was gone! You aren’t the first person to have this happen, and it can be startling the first time you go to print … Read more
In Management Reporter (MR), when printing a report with a Long Date header, the date shows the day of the week in both the Report Viewer and the Web Viewer as shown here: However, most clients I work with do not want the day of the week in the header. Here are the steps needed … Read more
Did you know that you can use SQL Stored Procedures (SP’s) as a data source in a Scribe Insight integration? You might have done something similar when you use SP’s as the data source for custom reports. Using SQL Server as a data source in Scribe lends all the power and functionality of SQL Server … Read more
We often run into Micorosft Dynamics GP errors with check batches. Sometimes, we find someone saved the batch without filling in the distribution, which generates an error message, but you can save through that. The problem is, when someone comes along to do a check run, the run will not complete. If you can’t complete … Read more
Have you ever encountered the following in Microsoft Dynamics SL? You are running Order Management in Dynamics SL You have AR or Inventory batches that are voided but appear to have data in them. You are missing AR invoices or Inventory transactions. The most common cause for this issue is that the Sales Journal Processes … Read more
If you use Skype for Business, you can always go in and look at your call history. However, did you know, if you dig a little bit, you can also get the exact time, date and duration of the call? There might be other methods of retrieving this information, but here is the simplest method … Read more