We’re at it again! If you loved reading all of our Cliff’s Notes on New Features for Projects in Acumatica 2021 R1, you’ll be even more intrigued with what has changed in the user interface. User Interface Form Subtitle Changes The Subtitles of the Forms have changed and include the Record Type, Record ID and … Read more
THE most powerful tool for business insights on the market right now is a big part of Microsoft’s Power Platform: Power BI. With Power BI (which stands for “Business Insights”), you can leverage your data to easily build reports and dashboards with interactive visualizations. And, not just Dynamics data either – even Acumatica, QuickBooks, or … Read more
If you live on the East coast, you likely had some early pandemic flashbacks recently; stories of a gas shortage threw people into a gas-buying frenzy (indeed making that gas shortage narrative a true one). Social media was filled with photos of people in pickup trucks filling barrels with gasoline and videos of motorists physically … Read more
I know you probably love reading all the release notes for the new versions of Acumatica, but I’ll save you some time and give you the cliff notes. Here is a list and screen shot of the new projects features in Acumatica 2021 R1. Projects Inactivate Account Groups An Active check box has been added … Read more
Database backups are an essential part of any business continuity and disaster recovery strategy. Using cloud products like Microsoft Business Central includes disaster recovery services such as backups and storage. Here is the overview of backups and restores for Business Central. Microsoft Dynamics 365 Business Central online service uses Azure SQL Database as the underlying … Read more
Microsoft SQL Server Reporting Services (“SRS” or “SSRS”) have been around for the better part of two decades, first hitting the streets in early 2004. Over the past 16+ years, many articles and blog posts have been written about passing multi-value parameters between reports using a combination of the JOIN and SPLIT functions. These work … Read more
Here is a really interesting tip! A customer of ours was looking to add the Vendor Order Number field to their Posted Invoices list. After researching, we found that it potentially involved connecting a separate table. We thought a customization was in order, but then I learned about an interesting workaround – editing the URL to … Read more
Acumatica has recognized Crestwood’s Lockbox Processing, 360° Sales View, and Collections Management products for quality and usability with their latest version Schaumburg, Ill. and Orlando, Fla. – May 7th, 2021 Crestwood Associates is proud to announce the first slate of add-on products (Lockbox Processing, 360° Sales View, and Collections Management) have been recognized as Acumatica-Certified … Read more
Acumatica Summit 2021 is fast approaching! With the end of the pandemic in sight, our team is thrilled to be taking part in the first live event in over a year and a half. Originally scheduled for January and then April, Summit is now set for July 18-23 at the Wynn Hotel on the Las … Read more
We don’t need to tell you the importance of a good CRM system. Customer Relationship Management is a fairly new module in Acumatica, and each release comes with a set of new features. We’re going to look at the latest updates below. Business Accounts New Layout of Business Accounts Form The Details tab has been … Read more
Microsoft has been really getting down to business with creating new features to help our daily lives move smoothly. Researching content for my next blog I came across three new features for Teams that you will like. Recap History Status Did You Miss Your Meeting? Here’s a Recap! Microsoft Teams now offers participants a total … Read more
Good news! If you are an existing Windows 10 user, you can now download Microsoft Power Automate Desktop for free! Microsoft made this download available on March 2nd, 2021. Why Power Automate Desktop? Power Automate Desktop (formerly Microsoft Flow) will allow you to automate repetitive tasks such as mouse clicks and keyboard taps in much … Read more
“Help! I’ve previously posted and printed a batch in Dynamics 365 Business Central but I need to reprint some of the reports from my bank reconciliation!” No fear! Crestwood is here. Below are the steps to reprint a previously-posted bank reconciliation. First, navigate to the top ribbon and select Cash Management > Bank Accounts. Highlight … Read more
Below is a guest blog written by our friends over at KwikTag. Join us for a quick 30-minute webinar about this topic on May 6th! One of the biggest misconceptions when it comes to Accounts Payable automation is that a business is “too small” to go digital – either they don’t have enough team members, … Read more
We have been asked by many clients about moving their existing business intelligence solutions to the modern Microsoft Power BI platform, and most of those inquiries involve some combination of Crystal Reports and SQL Server Reporting Services (SSRS) reports. One question we are often asked in those discussions is, “how do we migrate our existing … Read more
As I wrote in my last blog about the evolving user groups, help for Business Central is always out there – you just need to know where to look. Whether the help below is still Greek to you, OR you just want a little extra guidance, check out Crestwood’s premium BC training program. We’re calling … Read more
The icing on the cake of a great ERP system lies in its customizability. APIs allow users to connect Microsoft Dynamics 365 Business Central to external services, eliminating the need for constant back-and-forth between systems. With Dynamics 365 Business Central, users are able to connect Web Services using a point-to-point connection between their ERP and … Read more
It is no secret that Acumatica is one of the best ERP systems available for small- to mid-sized businesses. However, even the BEST systems cannot possibly solve every single problem. And that is where the best VARs come in. Crestwood’s years of experience with accounting software has given our team the insight to know exactly … Read more
As an old-school Great Plains accounting veteran (my father was one of the very first partners in the late 70s), I’m a fan of user groups. GPUG, DSLUG, and even the three D365UGs (if I can figure out which one is which). In particular, the discussion threads are especially helpful. I trust feedback provided in … Read more
As we mentioned in a previous blog, users printing from Report Writer (including checks!) were experiencing an error: black boxes instead of images. This problem spanned across a number of Microsoft products. (Photo credit: Justin Sutton, Dynamics GP Support Team) The Solution The fix is here! The latest update (released March 18th, 2021) includes the … Read more
Do you find yourself lost in space looking at the same screen day in and day out? Want to change it up a bit? Give it fresh new look and feel? Microsoft 365 has enabled Dark Mode in its suite of office products. So instead of constantly looking at a big ol’ white screen you … Read more
As we stroll through the tech graveyard, fondly remembering obsolete systems and tools (we hardly knew you, Skype for Business!), we notice that a fresh plot of land has been tilled, and the tombstone reads “Microsoft CustomerSource.” Here’s what happens when you click on your old CustomerSource bookmarks: Yes, that’s right – CustomerSource is now … Read more
Ransomware is malicious software that blocks access to a computer system or files unless a sum of money is paid. Ransomware twists the power of encryption against you. Encryption should protect your data and files, but ransomware uses it to take files hostage. This means being locked out of your documents, spreadsheets, photos and videos, … Read more
#1 – Automate Dynamics GP Check Links Utility With the latest release of Dynamics GP, you can set up a schedule to run Check Links outside of normal business hours. You are now able to run the processes without having to manually select the Check Links process. This process uses the Report Scheduler setup and functionality, so … Read more