Crestwood Associates LLC

Stephanie McColly
8891 Brighton Lane, Suite 105
Bonita Springs, FL 34135
847-394-8820
E-Mail Author
www.crestwood.com

Find Crestwood Associates LLC on Microsoft Marketplace

Crestwood Associates has spent 27 years inside broken ERP systems and fixed more than 5,000 of them. We're a Microsoft Solutions Partner for Business Applications, delivering Microsoft Dynamics 365 Business Central under one rule: the team that sells the project builds it, and the team that builds it supports it. Every consultant, developer, and customer success manager on our roster is an in-house Crestwood employee, not a subcontractor, not a third-party firm handed off after go-live.

That matters most in the two places most implementation partners outsource: development and support. Our in-house development team builds the custom integrations, extensions, and automation each client's operation actually needs, work that never lands in a vendor's outsourced queue. Our in-house support team stays with the client through the first month-end close, the first bank reconciliation, and every quarter after. One hand to shake, from the first conversation through years of operation.

We implement and support the entire Microsoft Dynamics portfolio, Office 365 family and Azure services for manufacturing, distribution, and professional services companies outgrowing QuickBooks, Sage, or legacy Dynamics GP and NAV systems. The advice comes first. The platform comes second.

Business Central Case Studies

Wet & Forget — Reduced month-end close by three days after migrating from Dynamics GP to Business Central, giving auditors clean answers without manual reconciliation files.
American Academy of Sleep Medicine — Migrated 8 companies from Dynamics GP to Business Central in 4 months.
Seminole Financial Services — Cut employee time on core finance processes by 25% after moving to Business Central.
Accountability Services — Eliminated manual month-end adjustments for a $12M manufacturer client, restoring financial reporting the CPA firm could stand behind.
Advanced Plastic Corporation — Gained unlimited user access and real-time reporting with Business Central.
Executives' Club of Chicago — Sped up departmental reporting after implementing Business Central.
Levin Law — Modernized from legacy Dynamics SL to Business Central with Crestwood's guidance.
Edward Lowe Foundation — Moved to the cloud on Business Central just before COVID-19 hit, with operations uninterrupted.
A global concessions leader centralized thousands of orders across 70 countries on Business Central.
Crestwood rescued a failed Business Central implementation in 30 minutes for a client another partner couldn't stabilize.

Articles by Crestwood Associates

When Should You Migrate Off Dynamics NAV? A Decision Framework for 2027 and Beyond - August 11, 2026
The AI Readiness Checklist Finance Teams Need Before Adopting Copilot in Business Central - July 27, 2026
5 Lessons Learned from a Successful Dynamics GP to Business Central Migration - July 6, 2026
Business Central Case Study: How One Company Reduced Month-End Close by 37.5% - June 3, 2026
QuickBooks Alternative: What Growing Businesses Should Consider Next - March 27, 2026
Why Manual Finance Review Models Don’t Scale - March 24, 2026
The Hidden Risk of Spreadsheet-Based Material Requirements Planning for Manufacturers - February 28, 2026
Why AI Fails When Finance Processes Aren’t Ready - February 25, 2026
Productivity Boost: How Acumatica’s Modern UI is Built for You - November 6, 2025
Why ERP Implementations Fail and How User Acceptance Testing Sets You Up for Success - November 5, 2025
Stop Profit Leaks: How top brands are simplifying operations and preventing revenue loss - October 31, 2025
The ERP Decision: Navigating the Shift from GP to Acumatica - October 30, 2025
Best Practices for Microsoft 365 Integration: How to Optimize the Sales Order Agent in Business Central - October 29, 2025
Best Practices for Managing Vendor Invoices with the Payables Agent in Dynamics 365 Business Central - October 27, 2025
From Quote to Close: How Business Central’s Sales Order Agent Streamlines Sales Efficiency - October 24, 2025
Best Practices for Integrating Dynamics 365 Business Central’s Sales Order Agent with Microsoft 365 - October 21, 2025
Microsoft Security Assessment for SMBs - October 16, 2025
Transforming Order Processing with Dynamics 365 Business Central’s Sales Order Agent - October 6, 2025
Optimize Your Supply Chain with MRP and MPS in Dynamics 365 Business Central - October 4, 2025
Supercharge Your Sales Orders with Business Central’s AI-Powered Sales Order Agent - October 1, 2025
Prepare for the New Acumatica UI: Expert Insights from Crestwood Associates - August 20, 2025
Avoid ERP Project Failure: How to Choose the Right Implementation Partner - August 15, 2025
Moving Past QuickBooks: Signs Your Business Needs a Scalable ERP - August 7, 2025
Why Dynamics 365 Business Central Is a Top ERP for SMBs in 2025 - July 16, 2025
Streamline Compliance and Order Management in Acumatica with Crestwood’s New Advanced Order Rules - November 11, 2024
What the Dynamics GP End of Life Means for Your Business: Key Considerations and Next Steps - October 2, 2024
Top 5 KPIs You Need to Pay Attention to in Manufacturing - August 20, 2024
Dynamics GP System Running Slow? Help it Slim Down with CDA - January 25, 2022
Year-End Update for Microsoft Dynamics GP - December 21, 2021
An Update for Dynamics GP Payroll and HR Users - November 8, 2021
The Rundown on Backups in Microsoft Dynamics 365 Business Central - August 11, 2021
A Simple Way to View Tables with a URL in Business Central - July 29, 2021
Automate Repetitive Desktop Tasks with Power Automate Desktop - May 6, 2021
Dynamics 365 Business Central: SMTP Setup with Azure MFA App Passwords - April 1, 2021
Dynamics GP: Why are Check Numbers Skipped in AP? - February 22, 2021
Dynamics GP Quick Tip: Report Writer Section Won't Reduce in Size - February 15, 2021
How to Easily Set Up Taxes in Dynamics 365 Business Central - December 14, 2020
1099-MISC and -NEC Changes: Immediate Action Steps for GP Users - November 30, 2020
Attention: Changes to 1099 Forms in Dynamics GP (Update Needed Before Year-End) - September 9, 2020
Managing Expectations in Your Move to ERP - August 7, 2020
Professional Services Tools Library Error with Dynamics GP - June 29, 2020
Dynamics GP Running Slow? Archive It! Get to Know Company Data Archive Plus Analytical Accounting! - May 15, 2020
Automatically Post Cash Receipts in Dynamics GP - April 7, 2020
How to Modify SmartList Designer When SmartList Builder is Installed in Dynamics GP - March 5, 2020
Checkbook ID Defaults on Computer Check Batch in Microsoft Dynamics GP 2018 R2 - September 6, 2019
Dynamics GP SmartList Builder: PO Shipment Receipt & Matching Line Number - September 4, 2019
Management Reporter (MR) Refresher: Advanced MR Tips with Downloadable Guides! - August 6, 2019
Post Through the General Ledger at the Transaction Level (New Feature in Microsoft Dynamics GP 2018 R2) - July 23, 2019
Create a SmartList to Analyze AP Invoices Paid by GL Accounts in Dynamics GP - July 15, 2019
Make Your Dynamics GP System Better - July 12, 2019
Payroll Transaction Start / End Date Feature in Dynamics GP 2018 R2 - July 12, 2019
Dynamics GP and Forms Printer – it slices & it dices! - June 27, 2019
How to Set Up Password Change Reminders in Dynamics GP - June 7, 2019
Dynamic GP's Drop Ship Blanket Purchase Orders Save You Time - May 22, 2019
Dynamics GP: How do you correct an entry that is already posted? - May 16, 2019
A Guide to Management Reporter (MR) Security Hierarchies - May 7, 2019
Time to Upgrade Microsoft Dynamics GP? - April 5, 2019
Supply Chain Management in Microsoft Dynamics 365 Business Central - March 1, 2019
Crestwood Associates Wins More MVP Awards Than Any Other Company at Acumatica Summit - February 27, 2019
Jobs and Project Accounting in Dynamics 365 Business Central - February 18, 2019
Service Management in Dynamics 365 Business Central - February 12, 2019
What to Look for in a Warehouse Management System - February 7, 2019
Manufacturing in Microsoft Dynamics 365 Business Central - February 7, 2019
Crestwood Makes Bob Scott’s VAR Stars List for a 5th Year - January 15, 2019
Switching to Microsoft Dynamics 365 Business Central - January 7, 2019
Going for the Gold - Crestwood Obtains its Second Microsoft Gold Competency for Cloud Hosting - September 12, 2018
Cloud Services: The Good, the Bad, & Things They Don’t Tell You - June 11, 2018
The Crestwood Story: Celebrating 20 Years and Growing Strong - June 7, 2018
Top 10 Reasons Your Business Should Move to the Cloud - April 19, 2018
Time Saving Keyboard Shortcuts for Dynamics 365 - March 20, 2018
Top 8 Free Power BI Training Resources - November 8, 2017
Manufacturing Features of Dynamics GP - June 9, 2017
Outdated ERP May Be Costing You Money - May 5, 2017
Document Attach Feature in Dynamics GP – How Did We Live Without It? - April 12, 2017
Auto Age Receivables in Dynamics GP - April 11, 2016
Microsoft Dynamics GP How-to: Creating a Payables Check Batch Using a Cutoff Date - March 31, 2016
Crestwood Associates to Host ERP Comparison Event - October 21, 2015
Top 10 Reasons Microsoft Dynamics SL 2015 Can Benefit Your Business - March 6, 2015
12 Last Minute Tips for Microsoft Convergence 2015 - March 6, 2015
3 Simple Steps to Add Spanish & French Language Packs to Dynamics GP - February 12, 2015
Microsoft Dynamics SL Offers Solutions for Government Contractors - October 6, 2014
Issue Entering Sales Transactions in Dynamics GP - July 1, 2014
How to Use Prepayments in Dynamics GP 2013 - April 2, 2014
Dynamics GP 2013 Year End FAQ - December 13, 2013
ClickDimensions for CRM Makes Email Marketing Easy & Fun - November 25, 2013
Microsoft Dynamics GP Issue: Unable to Open the Window or Help Field - June 17, 2013
Interested in Cloud Computing?: Get Your Answers at Explore Microsoft Business Cloud! - May 20, 2013
How to: Customize Home Page Features in Microsoft Dynamics GP - May 18, 2013
The Time Is Right to Get Current on Your Dynamics GP or SL Maintenance Plan! - May 8, 2013
Dynamics GP Journal Entry: Paste from Excel- Free Add in! - May 6, 2013
The Time is Right to Get Current on Your Dynamics GP or SL Maintenance Plan! - April 22, 2013
New Reporting Solution for GP: Jet Express - March 18, 2013
Crestwood Associates Is on Our Way to Convergence 2013! - March 18, 2013
20% Off Microsoft Dynamics GP, SL and NAV User Licenses – March only! - March 14, 2013
Scribe Insight, a Great Option for Integrating Dynamics GP with industry-specific software - March 7, 2013
Convergence 2013: Microsoft Dynamics SL Administration for the Newbie – March 18th - February 28, 2013
Five New Exciting Features to Explore in Microsoft Dynamics GP 2013 - February 18, 2013
Top 10 reasons to Attend Convergence 2013 - February 15, 2013
Collections Management for Microsoft Dynamics GP Transitions Back to Independent Software Vendor (ISV) - February 14, 2013
Four Options for Integrating your Dynamics GP: the Case for Scribe - February 5, 2013
Save $2k on Microsoft Dynamics GP 2013 - February 1, 2013
Microsoft Dynamics GP 2013: 12 More Features to Get Excited About - January 28, 2013
Microsoft Dynamics GP 2013 Features to Get Excited About - December 7, 2012
8 Great New Features in Microsoft Dynamics GP 2013: PLUS the Beta is released today - September 13, 2012
Dynamics SL 2011 Feature Pack 1: Why Should You Care? - May 25, 2012
Convergence 2012 Buzz Around Management Reporter 2012 - March 22, 2012
Finally! No More Fuzzy Images in Dynamics GP Report Writer - March 16, 2012
13 Tips for Attending Microsoft Convergence 2012 - February 27, 2012
5 Microsoft Dynamics GP 2010 Add-ons Worth a Look - January 30, 2012
Propel Your Business Forward with Dynamics SL 2011 Training - January 19, 2012
How to Know When to Upgrade Your ERP System - September 29, 2011
Microsoft’s Dynamics ERP Cloud Vision Becomes Clearer - August 8, 2011
Management Reporter vs. FRx: Battle of the ERP Financial Statement Report Writers - August 8, 2011
ERP Business Intelligence for Mid-Sized Companies - June 2, 2011
Attend a User Group to Learn How ERP Software is Really Used - May 24, 2011
Cloud ERP Options: Compare Microsoft Dynamics GP vs. Acumatica - May 17, 2011
Go Green with Financial Reporting in Microsoft Dynamics GP 2010 - May 8, 2011
Choosing the Right ERP Partner Can Be Almost as Difficult as Choosing the Software - April 1, 2011
Is Your ERP System Getting Personal With You? Dynamics GP 2010 Will. - March 31, 2011
Five Things To Consider When Searching for an ERP System - March 8, 2011
Top 4 Features in Microsoft Dynamics SL 2011 - March 3, 2011
Microsoft Dynamics GP and SharePoint 2010: A Perfect Match - January 28, 2011
Year End Tips for ERP Customers - January 5, 2011
Year End Close - Avoid This Gotcha in Microsoft Dynamics GP - December 31, 2010
Successful Upgrade of Microsoft Dynamics GP 9 Healthcare Customer to Microsoft Dynamics GP 2010 - December 21, 2010
Dynamics GP 2010 R2 - Microsoft is Walking the Walk - November 30, 2010
How CA Field Value Security Solves Checkbook Access Issues in Dynamics GP - November 12, 2010
Microsoft Dynamics GP or SL – Which is better? - October 31, 2010
Microsoft SQL Server Reporting Services Overview - October 13, 2010
GP 2010 - The One Feature You Shouldn't Overlook - October 2, 2010
Success Story: Investment Firm Combines Two Versions and Upgrades to Microsoft Dynamics GP 2010 - September 29, 2010
Utilizing WennSoft and Microsoft Dynamics GP to Manage Your Service Business - September 8, 2010
Ladies and Gentlemen Let Me Introduce Your New Dynamics GP Report Design Tool – Microsoft Word! - August 27, 2010
Tips and Tricks for Securing Your ERP System - August 18, 2010
Success Story with Dexterity Customization in Microsoft Dynamics GP - August 5, 2010
How to Write a Cash Flow Statement in FRx - July 30, 2010
Manage the Boundaries: Owning Your Application, Not the Other Way Around - July 21, 2010
Lessons in Allocations in Microsoft Dynamics GP - June 23, 2010
Microsoft Dynamics GP Development Environment Overview - June 23, 2010
Building Relationships That Last For Decades - June 16, 2010
Scribe Insight Eliminates Customization and Automates Integrations - June 8, 2010
Insight From The PMO Manager: The Dreaded Scope Creep - May 26, 2010
Encore Business Solutions Adds Value To SmartList, Project Tracking and Billing - May 7, 2010
Four Ways To Manage Your Cash With eBanking - May 7, 2010
8 Microsoft SharePoint Features That Can Make Your Business More Productive - April 21, 2010
Getting Started With SSRS In Dynamics GP - April 5, 2010
Integrations To GP: Focus On Scribe Insight And GP Adapters - March 8, 2010
Top Ten Features In Microsoft Dynamics GP 2010 - February 25, 2010
Who, What, and Why of Financial Reporting For Not-For Profit Organizations - February 25, 2010
6 Easy Steps to GREAT Dynamics GP Reports - February 12, 2010
Know the Rules of the Game when Searching for an ERP Software Solution - February 9, 2010
Crystal Reports vs SQL Server Reporting Services: Clash of the Microsoft Dynamics GP Reporting Titans - February 4, 2010
How to Get the Best Custom Development Solutions for Your ERP System - December 9, 2009
Who You Calling Smart? I'm Brilliant! I'm a Dynamics GP Smartlist - December 2, 2009
Don't Take My FRx! I'm Still Using It. - November 30, 2009
Plan for Growth with your Microsoft Dynamics GP ERP System - November 18, 2009
Microsoft Dynamics GP and SQL Server – 8 Considerations to Maximize your Database Maintenance - November 12, 2009
Dynamics GP Training–Why it really is THAT important–Part II (How to Learn to Use Microsoft Dynamics GP) - November 9, 2009
Dynamics GP Training –Why it Really is THAT important – Part I - October 28, 2009
Assuring a Successful ERP Implementation using Microsoft Sure Step Implementation Methodology - October 22, 2009
6 Questions You Should Ask to Find the Right Partner for Your ERP Implementation - October 3, 2009
Why Microsoft Forecaster Is A Better Budgeting Tool Than Excel - September 24, 2009
Documenting your Dynamics GP ERP Implementation – Striving for the “Goldilocks” Approach. - September 23, 2009
How to Insure That Your Microsoft Dynamics GP Implementation Will Cost More Than You Planned (or how to blow your ERP budget in 6 easy steps): PART II - September 8, 2009
How to Insure That Your Microsoft Dynamics GP Implementation Will Cost More Than You Planned (or How to Blow your ERP Budget in 6 Easy Steps): PART I - August 28, 2009
Integration Automation Made Easy - August 27, 2009
Invest in Your Employees and Save Money and Time with Microsoft Dynamics GP Human Resources - August 19, 2009
Ten Benefits to Working with a Partner with a Microsoft Dynamics GP Support Desk - August 8, 2009
Do You Have the Recipe for your Food and Beverage Distribution ERP Solution? - July 20, 2009
Top 4 Reasons to Choose Microsoft Dynamics GP for Your Association - July 1, 2009