Articles By: Crestwood Associates

The Rundown on Backups in Microsoft Dynamics 365 Business Central

Database backups are a key part of any disaster recovery strategy. Microsoft Business Central, a cloud product, includes disaster recovery services like backups and storage.  Below is an overview of backups and restores for Business Central. Microsoft Dynamics 365 Business Central online service uses Azure SQL Database as the underlying database backup technology for its …

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A Simple Way to View Tables with a URL in Business Central

Here's a really great tip! One of our customers wanted to add the Vendor Order Number field to their Posted Invoices list. So, after some research, we found that it might involve connecting a different table. We initially thought a customization was necessary, but then we learned about a workaround – editing the URL to …

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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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