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Crestwood Associates LLC

Employees
50 employees
Founded
Est. 1998

What does Crestwood Associates LLC do?

Crestwood Associates LLC is a leading provider of Microsoft Dynamics and cloud solutions, specializing in the implementation and support of Business Central, Dynamics 365 Finance, Supply Chain, Sales, and Customer Service. The company serves a diverse range of industries, including manufacturing, professional services, wholesale distribution, and financial services. Crestwood Associates offers a comprehensive suite of services, from ERP and CRM implementation to cloud migration, BI analytics, and ongoing support. Their team is dedicated to helping businesses streamline operations and enhance productivity through tailored solutions and expert consulting. With a focus on delivering value and fostering long-term partnerships, Crestwood Associates is committed to driving digital transformation and business success for their clients.

What do clients say about Crestwood Associates LLC?

Reviews on Top Dynamics Partners

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What projects has Crestwood Associates LLC completed?

10 customer success stories

xByte Technologies Improves Level of Service with Acumatica Cloud ERP

xByte Technologies · Information Technology

Mid-marketimplementation

Crestwood Associates helped xByte Technologies, an Information Technology company, improve their service delivery using Acumatica Cloud ERP. The project resulted in doubled sales over five years, improved customer service, and streamlined operations through better inventory visibility.

Products used

Acumatica Cloud ERP

Challenges addressed

  • Old ERP system was outdated and slowed down operations
  • Need for a more flexible and modern ERP solution
  • Complex inventory management processes

Key metrics

  • Doubled sales in the past five years
  • Saved a couple of hours a day for sales due to faster lookup capabilities
  • Shaved three hours a day from daily invoicing

Green Bay Packaging Unleashes Power of Data with Acumatica

Green Bay Packaging · Manufacturing

implementation

Crestwood Associates helped Green Bay Packaging, a Manufacturing company, implement Acumatica Financial Management to enhance visibility into financial data. The project resulted in improved decision-making capabilities and significantly reduced time spent on report generation.

Products used

Acumatica Financial Management

Challenges addressed

  • Lack of integration between disparate systems
  • Difficulties in accessing real-time financial data
  • Inefficient manual reporting processes

Key metrics

  • Increased visibility into financial data
  • Reduced time spent on report generation
  • Enabled real-time financial snapshots

Firewire Case Study

Firewire Surfboards · Manufacturing

Mid-marketimplementation

Crestwood Associates helped Firewire Surfboards, a manufacturing company, implement Acumatica’s cloud ERP to enhance visibility and decision-making across its global operations. The project resulted in significant waste reduction and improved growth metrics.

Products used

Acumatica Manufacturing EditionPower BI

Challenges addressed

  • Outgrowth of basic software (Greentree)
  • Lack of visibility into production operations
  • Frustrations with on-premises hosting
  • Need for a modern ERP system

Key metrics

  • Reduced waste per board by 95%
  • Achieved over 30% year-over-year growth in 2016

Insights & blog posts from Crestwood Associates LLC

8 posts analyzed

Still Managing AP from Your Inbox? There’s a Better Way

Dynamics 365 Business CentralMar 11, 2026For: Finance leaders evaluating AP automation solutions

Finance teams can streamline accounts payable processes by transitioning from email-driven methods to ERP-based workflows. Dynamics 365 Business Central offers structured, auditable AP processes that enhance visibility and control, reducing reconciliation efforts and improving cash flow management. Crestwood Associates guides organizations in aligning AP automation with governance requirements, focusing on structured workflows and readiness for AI integration.

Key takeaways

  • Inbox-driven AP processes create bottlenecks as transaction volume increases, causing issues in visibility, reconciliation, and reporting.
  • Implementing ERP-based AP workflows in Dynamics 365 Business Central offers structured, auditable processes that enhance visibility and control.
  • Crestwood Associates specializes in aligning AP automation with governance needs, focusing on structure and reducing manual reconciliation efforts.
  • AI-supported workflows assist in intelligent routing and early exception flagging, improving cash flow predictability.

Why Month-End Close Still Feels Manual in Business Central

Dynamics 365 Business CentralMar 10, 2026For: Finance directors and controllers using Business Central

Finance leaders often find month-end close in Dynamics 365 Business Central feels manual due to fragmented visibility, despite centralizing data and improving reporting capabilities. Crestwood Associates highlights that the issue lies not in data entry but in workflow visibility, with critical tasks managed outside the system. By realigning reconciliation workflows for better visibility, organizations can reduce rework, improve predictability, and boost leadership confidence without necessarily speeding up the process.

Key takeaways

  • Month-end close may feel manual in Business Central due to fragmented visibility despite centralized data and improved reporting.
  • Common issues include reconciliation status tracked in spreadsheets and reviews managed outside the system, leading to manual tracking methods.
  • Improving close predictability involves designing reconciliation workflows and review steps for better visibility without needing to accelerate timelines.
  • Addressing the issue enhances predictability and reduces rework, which is more valuable than simply speeding up the process.

How Microsoft 365 and Copilot Can Boost Your Productivity by Streamlining Email and Meeting Management

Microsoft 365Mar 9, 2026For: IT managers and professionals using Microsoft 365

Leveraging Microsoft 365 and Copilot can significantly enhance productivity by automating routine workplace tasks. Copilot integration with Outlook and Teams allows users to organize their inbox, prepare for meetings, and assign post-meeting tasks efficiently. This approach not only saves time but also improves team collaboration and ensures tasks are prioritized and tracked effectively.

Key takeaways

  • Microsoft 365 combined with Copilot can automate and streamline email and meeting management workflows, enhancing productivity.
  • Copilot helps create and manage Outlook rules for better inbox organization, and assists in meeting preparation by summarizing relevant information from calendars and emails.
  • Post-meeting, Copilot generates summaries and assigns action items, ensuring accountability and organization.
  • Using Microsoft 365 with Copilot results in a more efficient and structured workday, boosting team collaboration.

Products covered

Microsoft 365Microsoft 365 Business PremiumMicrosoft 365 E3Microsoft 365 E5Microsoft TeamsMicrosoft OutlookCopilot

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