Many times, we think about upgrading versions of our software but just don’t take the time to do it. Don’t get caught with an unsupported version, you’ll miss out on important updates, hotfixes, and it could potentially cost you more in the end. The new version, Dynamics GP 2018, was released in December 2017, and … Read more
Dynamics SL 2015 Year-end Updates This has been out for a couple months, but we didn’t want you to miss the important updates. The 2017 Year End Updates includes changes for 1099 and W-2 reporting to comply with 2017 tax year regulations. Included with the update files is a technical document. TY2017YrEndUpd.pdf “Microsoft Dynamics SL … Read more
Presented by Jeff Suwyn, Microsoft Dynamics SL Marketing Manager Log into Microsoft CustomerSource for more information, details, and full access. Introduction to Dynamics SL 2015 This video is a high-level overview of what Dynamics SL 2015 has to offer. It includes basics concepts used in the application. Part 1 Part 2 Financials in Dynamics … Read more
Dynamics SL Upgrade Methodology Is it time for an upgrade to the latest version of Dynamics SL? If so, Crestwood Associates is poised to help you through this complex process. We bring resources to the table with years of expertise to make the experience as stress free as possible for our customers. Here’s what we … Read more
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
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
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
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
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
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
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
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
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
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
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
Many of our customers have multiple companies in Dynamics SL. Some are in separate application databases, and some are all in one single database. Either way, below are some tips when managing multiple companies. Companies can be color-coded. This allows users to quickly see which company they are logged into for various SL screens: To … Read more
A customer called me last week and had received the following error about a messages.csv file missing from the associated folder in Microsoft Dynamics SL. “Unable to locate the message file c:\Program Files (x86)\Microsoft Dynamics\SL\Applications\MESSAGES.CVS” The Fix: The messages.csv file needs to be re-created or restored from a backup. To recreate the file perform the … Read more
When you upgrade to Microsoft Dynamics SL 2015, you will notice a Comment field in the Employee Maintenance window. Why? This field is used for audit tracking purposes. It turns into a required field whenever the Pay Info and Deductions tabs are updated for an employee. Here’s an example I entered a new employee and … Read more
Has your MR database gotten so big it’s out of hand? I recently encountered issues relating to the excessively large size of Management Reporter (MR). So, I wanted to remind everyone of the importance of maintenance of your MR system, and associated data sets. Here are my recommendations for MR maintenance: Have a current backup … Read more
With Dynamics SL reports, users can save templates of their report options. They can use these templates the next time they run the same report, so they do not need to set the options back up each time. Some examples are: Running an AP Check Register for a range of dates Running an Aged AR … Read more
One of the most common workstation errors we see is the 5003 error, when the user cannot access the SQL server and Dynamics SL databases. Here is a list of common resolutions: Verify the server name field of the Domain table is valid. If using Windows Authentication, verify the user logged into that workstation is … Read more
With the release of Dynamics SL 2011 and greater, Microsoft includes a free tool to change key fields in the SL database. It’s called PSTL (Professional Services Tools Library). You can use this tool to modify or merge Vendor IDs, Customer IDs, Inventory Items, Accounts, Subaccounts, and many more. It changes all tables, including transactions … Read more
Use Credit Memos in the Microsoft Dynamics SL AR module to reduce the amount of a customer’s invoice or to reverse a customer’s invoice. Below are the steps to enter and apply a Credit Memo to a specific invoice. First, enter the Credit Memo in the AR Invoice and Memo Input screen. Enter it exactly … Read more
I recently got a call from a client asking how to associate the Euro currency symbol € in their Dynamics SL system. When using the Dynamics SL currency manager module, you can add additional currency symbols in the Currency Maintenance window. Here’s how: First, you need to start by copying the Euro symbol from the … Read more