Articles By: Crestwood Associates

Automate Repetitive Desktop Tasks with Power Automate Desktop

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) allows you to automate repetitive tasks such as mouse clicks and keyboard taps in the same …

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Dynamics 365 Business Central: SMTP Setup with Azure MFA App Passwords

What do you do when you need to set up an SMTP email in Microsoft Dynamics 365 Business Central, with Authentication requirements? You either contact Crestwood Associates for help, or follow these simple steps: First, you will have to create App Passwords via aka.ms/mfasetup. Then, use the magnifying glass icon to search SMTP Mail Setup: …

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Dynamics GP: Why are Check Numbers Skipped in AP?

Have you ever noticed Microsoft Dynamics GP payables skip a check number? Why does the system do this? If you have multiple users working in your system, Dynamics GP will place a lock on any check number in use and increments the Next Check number.  For example, if a user is in a window, the …

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Dynamics GP Quick Tip: Report Writer Section Won’t Reduce in Size

Recently, we had a client who was trying to create a Report Writer report for a new Check Format. They were adjusting one of the existing check formats to create a Check Stub Stud Report. In order to do this, they had to move the first stub section to the body. Then they had to …

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How to Easily Set Up Taxes in Dynamics 365 Business Central

For new users of Microsoft Dynamics 365 Business Central it can be confusing how the Tax Setup windows appear, but it is actually quite simple. First we need to know what the Tax Seup windows are: Tax Setup Window – the company tax settings. This is completed during the Assisted Setup and sets up the …

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1099-MISC and -NEC Changes: Immediate Action Steps for GP Users

While we’ve been remote, the IRS decided to make changes to the way non-employee compensation is filed, depending on the nature of the income. They’ve moved the non-employee compensation from Box 7 on the 1099-MISC to its own form: the 1099-NEC. This would include all independent contractors, or self-employed individuals who previously had their payments …

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Attention: Changes to 1099 Forms in Dynamics GP (Update Needed Before Year-End)

First, if you’re running GP2015 or older, there will be no year-end update this year, and you need to look at upgrade options as soon as possible (so be sure to contact Crestwood today!) Big Changes to 1099 Forms The IRS announced some big changes to reporting non-employee compensation and 1099 forms for the 2020 tax …

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Managing Expectations in Your Move to ERP

It's not shocking that change can be difficult. Or is it? Take for example, you're trying to live a healthier lifestyle. You take yourself out to buy new workout clothes and equipment, you anticipate what your future self will be. One day you're able to get to the gym, the next day you wake up …

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Professional Services Tools Library Error with Dynamics GP

Lately while upgrading a GP client to the latest GP release (build 18.2. 1060) from GP 2015, there was an error that we encountered when trying to launch PSTL: We searched and found a new 18.2.4 version of the PSTL tool on the Microsoft Partnersource website that was released in October, but installing that available build did …

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Dynamics GP Running Slow? Archive It! Get to Know Company Data Archive Plus Analytical Accounting!

  Microsoft released the new "Modern Policy" in October 2019 making Dynamics GP an even more successful and resilient business tool. Businesses that have been using Dynamics GP for decades, forget that data builds up as users add data. Every time you add more data, it becomes slightly harder to process. Following a couple years …

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