Contact us today: (866) 4-WEBSAN (932726)

Microsoft Dynamics NAV is a complete enterprise resource planning (ERP) software solution for mid-sized organizations that is fast to implement, easy to configure and simple to use.

With each new Dynamics NAV release, Microsoft introduces the latest and greatest feature sets, offering us more ways to customize and administer our environment “out of the box.” Sign up today to reserve your seat.

The webinar will focus on the following topics:

  • Employees Tasks
  • Power BI Reporting
  • New Posting Setup
  • Bulk posting of orders, invoices and credit memos

Date: Thursday, January 25, 2018

Time: 11:00 am – 11:30 am EST

Register Here!

 

As an added bonus, here are some more features that are available in Dynamics NAV 2018:

Preconfigured Excel Reports

The Business and Accountant Role Centers have a new option in the ribbon for Excel Templates. From the Excel Templates list, users can choose a pre-configured report that is ready to print from Excel.

Setup and Extensions

From the list of actions, you can open setup pages, either assisted or manual, and you can open setup pages for service connections and extensions. Third party extension providers can add actions to the list.

Posting directly to general ledger accounts from documents

If you need to add an additional fee or service of some kind to a sales or purchase document, but the item isn’t in your item catalog, you can now add it on the fly in the document and post the revenue to the correct general ledger accounting from the document lines.

webinar email

Natalie Williams, Marketing Manager, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

123

Picture This.

It’s a lovely Tuesday afternoon, and the sun is shining birds are singing as you are packing up your car to go to your first meeting. As a business owner, there is no such thing as a 9-5 schedule but today seems possible, you only have two meetings today and maybe even have time to make a pit stop to the office.

After your first meeting, you realized that you missed a call from the office and tried calling back, but there is no answer. Your first meeting took a little longer than normal, and you’re running a little behind schedule, so you check your email just to double check and no luck. Once you have finished with the second meeting you check again to see if there is anything and finally there is an email from one of your employees about a possible lead that wants to schedule up something today.

Now you are running behind schedule even more now cause the last meeting took longer than expected with a whole bunch of questions. Now, as you’re on route to your “final” meeting you try following up with this lead and no answer on the phone call and you send them a quick email right before you walk into your third meeting. The final meeting ends and as you check your email, you see that they had an opening for today but are booked until Friday and could book something then. You realize that you could be Missing Opportunities.

We are in the year 2018, the time of digital transformation and moving to the cloud; missing opportunities is not an option anymore. With the hectic life of a business owner, you need something that can help you and your company work in harmony and work more in sync. With Microsoft Dynamics 365 for Sales your team can add a lead into your system with little information and you can get a notification about the new lead.

With Microsoft Dynamics 365 for Sales, you could contact them in real-time and add any additional information or notes to the lead record. The tools and modules within the system can be customized to your business needs. Adding tasks such as a phone call, meeting or even just an email can all be documented and logged in the system for future reference. Being a business owner is a lot of work, you need something that will make the work easier for you and Microsoft Dynamics 365 for Sales is there to help you and your company stay on top of your potential future business.

Microsoft Dynamics 365 for Sales is recommended for any business owner looking to grow their company and take it to the next level. With someone like yourself, who is always on the go the Microsoft Dynamics 365 for Sales will keep up with you, and work on your schedule to help keep your business growing. If you wish to take a test drive of this system, please visit our free CRM demo http://www.websan.com/demo/dynamics-crm and see what this system can do.

Download our Dynamics 365 for Sales Demo

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner

Wednesday, 10 January 2018 16:40

Bob Scott’s VAR Stars 2017 Announced

Written by

WebSan Solutions Inc. has been selected as a member of the Bob Scott’s VAR Stars for 2017 for the fourth consecutive year. The group of 100 organizations are honored for their accomplishments in the field of midmarket financial software.

Members of the VAR Stars were selected based on factors such growth, industry leadership and recognition, and innovation. Selection is not based on revenue and those firms chosen represent a wide range of size and many different software publishers of accounting software.

“To be amongst such great company and to be a member of VAR Stars for the fourth year is an honour. For me, it validates the hard work and effort our business puts into achieving great results.” Said Andrew King, Managing Director of WebSan Solutions Inc.

“Each year, 100 VAR Stars are picked from the best organizations that market financial software. It is always an honor to recognize those who contribute to the development of our business,” Bob Scott said.

About WebSan Solutions Inc.

WebSan Solutions Inc. is a multi-award winning company recognized for its top-notch customer service and software solutions. With both offices in both Toronto, Canada, and Indiana, USA, we are a premier Microsoft Dynamics Certified Partner and IT consulting and solutions provider. As the Largest Hosting Provider for Microsoft Dynamics in Canada and with over a decade of experience in Enterprise Software solutions, online business and financial accounting software, the experts at WebSan know how to help you transform your business.

About Bob Scott

Bob Scott has been informing and entertaining the mid-market financial software community via his email newsletters for 17 years. He has published this information via the “Bob Scott’s Insights” newsletter and website since 2009. He has covered this market for more than 25 years through print and electronic publications, first as technology editor of Accounting Today and then as the Editor of Accounting Technology from 1997 through 2009. He has covered the traditional tax and accounting profession during the same time and has continued to address that market as executive editor of the Progressive Accountant since 2009.

About PMG360, Inc.

Bob Scott’s Insights and the Progressive Accountant are published by PMG360. PMG370 (www.pmg360.com) is a leading online media company. We provide business-to-business (B2B) marketers and media planners unparalleled access to a highly qualified and engaged audience through their portfolio of lead generation programs, industry-specific Web sites, email newsletters, Web seminars, live events, podcasts, content/reviews, custom publishing and direct marketing databases focusing on the nonprofit, healthcare and accounting professionals.

WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider, has been named a winner in the Best Small Business Solution category for this year’s Computer Dealer News (CDN) Channel Elite Awards.

CDN has been the voice of the IT solution provider community in Canada for more than thirty years and defines an information technology solution provider as an organization that resells computer hardware, software or peripheral products along with providing IT related professional services, support services, or consulting in a cloud or on-demand environment, on-premise fashion or as managed services.

CDN’s Channel Elite Awards recognizes IT solution providers for their innovation, leadership and commitment to creating business value and game changing solutions for customers. Winners are chosen based on the following criteria:

  • Innovation: Originality in the application of the IT solution to the business problem
  • Improved Sales or Revenue: Evidence that the solution benefited the customer with improvement in sales, revenue or cost reduction measured in dollars or percent
  • Improved Efficiency: Evidence that the solution benefited the customer with increased efficiency
  • Customer Service: Evidence that the solution benefited the client with improved internal and/or external customer service
  • X-Factor: In what way(s) did the solution provider and/or the solution go above and beyond industry norms.

Channel Elite Award winners and finalists were recognized at CDN's Channel Elite Awards Gala and networking event on September 27, 2017 at the Paramount Conference and Event Venue in Woodbridge, Ontario.  All winners and finalists are posted on www.computerdealernews.com.

“We are thrilled to win this prestigious award and be on this list of finalists for the fifth consecutive year,” says Andrew King, Managing Director at WebSan Solutions Inc. “Winning this award reaffirms our longstanding commitment towards offering the highest quality of service and solutions to our clients, no matter the size of their business.”

About WebSan Solutions Inc.

WebSan Solutions Inc. is a multi-award winning company recognized for its top-notch customer service and software solutions. WebSan Solutions is a Microsoft Dynamics Certified Partner and IT consulting and solutions provider. As the Largest Hosting Provider for Microsoft Dynamics in Canada with over a decade of experience in Enterprise Software solutions, online business and financial accounting software, the experts at WebSan Solutions know how to help you transform your business. For more information, visit www.websan.com

–Canadian Business unveils 29th annual list of Canada’s Fastest-Growing Companies –


Canadian Business and PROFIT ranked WebSan Solutions Inc. No. 367 on the 29th annual PROFIT 500, the definitive ranking of Canada’s Fastest-Growing Companies. Published in the October issue of Maclean’s magazine and at CanadianBusiness.com, the PROFIT 500 ranks Canadian businesses by their five-year revenue growth.


WebSan Solutions Inc. made the 2017 PROFIT 500 list with five-year revenue growth of 141%.


“It is never easy to earn a spot on the PROFIT 500, but this year’s applicant pool was the most competitive yet,” says Deborah Aarts, PROFIT 500 program manager. “This year’s winners demonstrate the resilience, innovation and sheer management smarts it takes to build a thriving business today. Canada—and the world—needs more entrepreneurial success stories like these.”

“We are honoured to be on the PROFIT 500 ranking,” says Andrew King, Managing Director. “This achievement reflects the strength and dedication of our team towards providing the highest quality of service and solutions to our clients.”

About the PROFIT 500
For 29 years, the PROFIT 500 has been Canada’s most respectable and influential ranking of entrepreneurial achievement. Developed by PROFIT and now published in Maclean’s magazine and at CanadianBusiness.com, the PROFIT 500 ranks Canadian companies on five-year revenue growth. For more information on the ranking visit PROFIT500.com or CanadianBusiness.com.

About Canadian Business
Founded in 1928, Canadian Business is the longest-serving and most-trusted business publication in the countryIt is the country's premier media brand for executives and senior 5business leaders. It fuels the success of Canada's business elite with a focus on the things that matter most: leadership, innovation, business strategy and management tactics. Learn more at CanadianBusiness.com.

About WebSan Solutions Inc.

WebSan Solutions Inc. is a multi-award winning company recognized for its top-notch customer service and software solutions. WebSan Solutions is a Microsoft Dynamics Certified Partner and IT consulting and solutions provider. As the Largest Hosting Provider for Microsoft Dynamics in Canada with over a decade of experience in Enterprise Software solutions, online business and financial accounting software, the experts at WebSan Solutions know how to help you transform your business. For more information, visit www.websan.com

Thursday, 31 August 2017 17:37

How can Digital Nomads Transform your Business?

Written by

Take our FREE ERP Assessment | Download one of our free Microsoft Dynamics Demos

Who are the digital nomads? In simple words - people, who work remotely. But recently, the term "digital nomadism" shifted from a work style to a lifestyle and more and more professionals, like programmers, marketers, and salespeople, can work and still explore the world at the same time. So, how can digital nomads transform your business?

Enhanced Communication

Because digital nomads work remotely, there's no need for them to ask their manager questions in person every 5 minutes - it's much more convenient and effective to send one or two e-mails. Digital nomads also feel more comfortable using messaging or video chats, which can be set up across departments.  

Engaged Employees

It's a well-known fact that restrictions limit your productivity. And it relates to your staff as well – if you force them to stay in the office, their productivity and engagement will be limited. With the freedom to choose where it's comfortable for them to work, you will definitely see higher productivity among your employees and better results for your business.

Lower Costs

With digital nomads, you don't need to spend lots of money to rent and maintain an office anymore. Yes, not all types of businesses can survive without an office space, but you can also save money on electricity and supplies when hiring a digital nomad.

Prepare for hiring digital nomads at your company with the right software. Get Microsoft Dynamics 365 for Financials – cloud accounting software, which can be accessed from anywhere in the world. 

Alina Hura, Digital Content Creator, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner

Download our FREE Microsoft Dynamics 365 Demo

Setting a budget for your company is essential for business planning, and can provide critical insights towards any future strategy or business operation. In Microsoft Dynamics 365 for Financials, you can easily create a budget for yourself or for your company using the following steps:

Step 1: In the search bar, find your G/L Budgets and select Edit List to create a new budget

BudgetsinFinancials1

Step 2: After filling in the necessary fields, select Edit Budget and fill in the necessary fields

BudgetsinFinancials2

Step 3: Click into one of the corresponding cells under the Budget Matrix, which will subsequently open up the G/L Budget Entries window

BudgetsinFinancials3

Step 4: Create as many New lines as required and fill in the Amount(s)

BudgetsinFinancials4

Step 5: Close the G/L Budget Entries window and continue to fill in all other budget amounts as required 

BudgetsinFinancials5

With Microsoft Dynamics 365 for Financials, you’re free to create as many budgets as you feel necessary based on projects or for financial statements. Feel free to contact us for any inquiries, or click here for feature and pricing information on D365 for Financials. 

 Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner