Download our FREE Microsoft Dynamics 365 Demo 

QuickBooks Online is one of the most well-known accounting software out in the market. On the other hand, since its release back in Fall 2016, Dynamics 365 for Financials has showcased strong capabilities in accounting and financial management targeted for small to medium sized businesses. To see a side by side comparison of both systems, WebSan Solutions has recently conducted a webinar that highlighted the notable features of both Dynamics 365 for Financials and QuickBooks Online.

The half-hour webinar generated a lot of interest not only from the Microsoft Dynamics community but also from those seeking to learn more about the features and functionalities of both systems. The webinar focused on the comparing five aspects of the two systems particularly reporting, business intelligence, integration to other systems, multi-currency and the mobile app.

The webinar sought not to parlay which system is better but more so to showcase a fair head to head comparison of both systems. While QuickBooks Online is notable for its strong integrations to other systems, there’s no doubt that Dynamics 365 for Financials will continue to improve as the system continues to grow in the coming months.

To learn more about how Dynamics 365 for Financials compares to QuickBooks Online, watch the recording below.

 

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Download our FREE Microsoft Dynamics 365 Demo 

Since Dynamics 365 for Financials’ release back in Fall 2016, one of the most asked about topics is how the software compares to QuickBooks. Dynamics 365 for Financials has been promoted by Microsoft as its offering for small to medium-sized businesses looking for software that can not only handle business financials but also has the ability to grow with their company as their business needs change over time. To address one of the most popular questions asked within the Dynamics 365 community, WebSan Solutions is offering the “5 Head to Head Comparisons of Dynamics 365 for Financials and QuickBooks Online” webinar.

The free 30-minute webinar will be held on Wednesday, March 8th, 2017 from 11:00 AM to 11:30 AM EST. The main objective of the webinar is to showcase a head-to-head comparison of Dynamics 365 for Financials and QuickBooks Online, specifically each software’s features and functionalities of reporting, business intelligence, integration to other systems, multi-currency and the mobile app.

While attendees can expect to gain more insight into the features of Dynamics 365 for Financials and QuickBooks Online, it’s worth noting that this webinar serves as an overview of the two systems. Register today to reserve you spot!

Click here to register for this webinar

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

In its February release, Microsoft Dynamics 365 for Financials brought forth a number of new capabilities and updated features. Notable ones include the following:

  • Improved Setup and Configuration

A new Services and Extensions button is added to the Business Manager and Accountant Role Center. This button brings up a list of setup pages, service connections and add-ons which can be enabled either through assisted or manual setup.

  • Contact Management

This feature allows the user to quickly identify and delete duplicate contacts on their customer list right from the new Contact Duplicates tile in the Sales and Relationship Manager Role Center. A sales person or purchaser code can also be set up to be automatically included on new sales or purchase orders, making it easier to follow an individual employee’s performance as a basis for calculating the sales commission or bonus.

  • Multiple Locations

Users can manage inventory in multiple locations or within different bins in a warehouse and buy and sell from various locations. The Availability per Location window shows information on item availability per inventory location, while transfer orders allow the user to move items between locations.

  • Dynamics 365 for Sales Integration

The Dynamics 365 for Sales Integration functions as a Customer Relationship Management integration. Users can synchronize their data (sales orders, item availability, currencies) between the two apps using the assisted setup function, making for a more seamless lead-to-cash process.

  • Ceridian Payroll

This extension gives users the ability to import payroll transactions from Ceridian HR/Payroll (US) and Ceridian PowerPay (Canada) where payroll data will be imported to G/L accounts and mapped to the payroll account. 

To see more of the new capabilities and updated features, download our free D365 for Financials Demo or Content Pack below.

Download our FREE Microsoft Dynamics 365 Demo       View the Dynamics 365 for Financials Content Pack

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Download our FREE Microsoft Dynamics 365 Demo

Since its release in late 2016, there has been great interest with Microsoft’s new Dynamics offering – Dynamics 365. The product features Financials, Sales, Customer Service, Field Service, Operations, Project Service Automation and Marketing. We have received the most number of inquiries focusing on the Financials module. In the hopes of addressing the most commonly asked questions regarding the Financials module, WebSan Solutions is offering the Dynamics 365 Content Pack.

The Dynamics 365 for Financials Content Pack serves as a resource for those who wish to learn more about the product. In addition to the Dynamics 365 for Financials page which outlines features of the module and its benefits, the Content Pack provides a space to ask questions and get them answered.

The Content Pack also provides a link to our FAQ document and free trial, how-to videos, and online purchase form should you be interested buying Dynamics 365 for Financials.

Microsoft is still in the process of releasing additional features for Dynamics 365 in Spring 2017. In the meantime, keep posted on our YouTube channel for quick tips on how to navigate the system and for any updates on upcoming new features.

Click here to view the Dynamics 365 for Financials Content Pack

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Download our FREE Microsoft Dynamics 365 Demo

WebSan Solutions has teamed up with CPA Academy to host the webinar entitled “Microsoft Dynamics 365: Take Your Business Financials to the Next Level” and offer the first CPE-Accredited Microsoft Dynamics 365 course.

Both the webinar and the CPE-accredited course serve to generate greater awareness of Dynamics 365, promote the product’s features and functionality and broaden its reach to those who may be looking for a new ERP software.

CPA Academy has long been a proponent of knowledge sharing and idea exchange through its webinars and self-study courses that focus on the developments relevant to the accounting industry. With this, it became a natural fit to collaborate with the CPA Academy team to host the webinar and the first CPE-accredited Dynamics 365 course.

The webinar focused on providing an overview of Dynamics 365 Financials, show the Exchange and Office 365 integration, feature Power BI and discuss pricing and a demo of the system. On the other hand, the self-study CPE course allows registrants to access the material online 24/7 and study at their own pace.

The webinar was a success reaching around 200 attendees. Those interested can view a free video recording of the webinar here and register for the self-study CPE-accredited course here

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Thursday, 08 December 2016 00:00

WebSan Solutions Offers Power BI for Dynamics 365 Webinar

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Download our FREE Microsoft Dynamics 365 Demo

On December 15, 2016 at 11:00 AM EST, WebSan Solutions will be offering a free webinar on Power BI for Dynamics 365. The 30-minute webinar will focus on how small businesses can benefit from using the business intelligence tool. In addition, attendees will also see a demo of Power BI’s top features and learn how to create dashboards, reports and analytics.

This webinar is a continuation of our series showcasing the different modules, integrations and features of Dynamics 365. While the first webinar, Dynamics 365 for Small Businesses gave an overview of Dynamics 365 and highlighted the Exchange and Office 365 integration, the upcoming webinar serves to show how Power BI can give a 360-degree view of your business with important metrics and interactive reports. Register today to save your spot!

Click here to register for Power BI webinar

Linz Tan, Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence 

Download our FREE Microsoft Dynamics 365 Demo

In light of Microsoft’s recent release of Dynamics 365, WebSan Solutions is offering a free 30-minute webinar to discuss how small businesses can best benefit from the system. The webinar will be held on Thursday, November 17, 2016 at 11:00 AM EST.

The webinar will provide an introduction to Dynamics 365, its modules, top features and functionalities as well as discuss how Dynamics 365 can serve as an all-in-one business solution. The webinar aims to suggest ways on how the system can be tailored to address common needs of small businesses such as managing cash, quickly identifying business trends and opportunities, and reviewing customer payments and the overall health of the business.

Click here to register for Dynamics 365 for Small Businesses Webinar

Linz Tan, Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence