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With numerous ERP software solutions out in the market, consumers may find it overwhelming to pick one that would best fit their needs. WebSan Solutions aims to streamline the ERP selection process by offering a quick and comprehensive guide to help determine which Microsoft product is right for you.

With over ten years of expertise in offering top-notch software solutions, we’ve advised many companies about which products will help improve their business processes and bottom line.

The infographic below showcases WebSan’s product offerings – Microsoft Dynamics 365 Business and Enterprise edition, Microsoft Dynamics NAV and Microsoft Dynamics GP.  Depending on the company’s size, industry, budget and need, the infographic summarizes the products’ main features and modules and suggests which product would be the best fit.

The four-step guide helps to simplify the ERP selection process by asking questions that software buyers will find easy to answer. Although created to offer general product recommendations, the infographic will give software buyers an overarching idea of which solution would best benefit them.

To learn more about our product offerings and how we can help your business, click here or contact us

new-microsoft-erp-3

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

Published in professional services
Monday, 19 September 2016 00:00

The Benefits of Integrating your ERP software

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Apart from selecting the right ERP software, one of the key components to identify before purchasing is the ERP software’s integration with a Customer Relationship Management (CRM) and a Time and Expense system such as Moniroo.  

While a CRM system gives insight to help analyze different points of contact between the customer and the company, a time and expense system keeps track of how you utilize your resources and enables you to better leverage your employees’ time.

Below, we outline the top benefits of integrating your ERP software with a CRM and time and expense system.

  1. Data synchronization

An integrated solution eliminates the duplication of data entry and streamlines order and customer data processing.  Data that can move seamlessly between systems include product and customer information, sales orders, inventory levels and shipping updates.

    2. 360 degree view of your customer

Synching information among systems enables you to get a 360 degree view of your customer and help facilitate multi-channel marketing, personalize the customer experience, and anticipate your customer’s needs. Integrating your CRM, ERP and time and expense system provides visibility into your customer’s buying habits, order history, preferences and account standing, among others.

   3. Easy access to critical information

Integrating systems gives employees the ability to access important information in real-time such as customer financials, order history, inventory, returns, pricing and payments.

  4. IT time and cost savings

Businesses can save on operational costs with IT teams no longer having to input duplicate data and install and maintain multiple systems. In addition, the Aberdeen Group reports that linking your time and expense system with your credit card and importing data automatically reduces the cost of processing expense reports by as much as 78% per transaction.

 5. Scalable and Flexible

Integrating your CRM and time and expense system with your ERP system ensures that these business solutions can grow along with your business. New employees can be easily added into the system and new modules such as multicurrency and accounts payable are readily available for when you need them.

To learn more about integrations and how we can help, contact us today.

 

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

Published in Microsoft Dynamics GP
Monday, 18 April 2016 00:00

5 Great Microsoft Dynamics GP Resources

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Over the years, the Microsoft Dynamics community has grown and evolved into a worldwide system where end users and partners can network, collaborate, and share their knowledge of GP. There are a number of events that bring us together in person, and resources that bring us together online. Here are 5 great resources that you can turn to for help in the Dynamics GP community:

  • The Dynamics GP Blogster – Mariano Gomez (MVP) provides you with his insightful knowledge of Dynamics GP

[http://dynamicsgpblogster.blogspot.ca/]

  • Community Dynamics – a forum used to ask questions about Dynamics GP and have them answered by GP professionals from all around the world

[https://community.dynamics.com/gp/f/32]

  • Dynamics GP User Group – a communication channel for GP professionals to network and share their Dynamics GP knowledge

[https://www.gpug.com/home/welcome]

  • Dynamics User Group – a forum for end users to ask questions about how to use Dynamics GP

[http://dynamicsuser.net/gp/f/103]

  • Dynamics GP Land – Christina Philips and Steve Endow (both MVP’s) share their knowledge of Dynamics GP

[http://dynamicsgpland.blogspot.ca/]

If you are looking for Microsoft Dynamics GP training and support, look no further! We offer exceptional customer service! View our Dynamics GP support plans and visit WebSan University

Natalie Williams, Marketing Manager, WebSan Solutions Inc. 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Dynamics GP
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(SMB Group, 2014) 

Grow efficiently

  •           Microsoft’s ERP products (GP, NAV) and Dynamics CRM can efficiently take your company to the next level as your needs change or your business grows.
  •          Running your business in the Cloud means reduced upfront software cost and no servers to manage.
  •          Plus, you have the ability to add more users as your business grows.
  •          Microsoft’s business solutions are quick to implement and easy to maintain.
  •          Implementing projects takes weeks, not months, with a familiar user experience.

Do business anywhere

  •          Travel on-the-go with all your sales information available at your fingertips, using your mobile device.
  •          Accessing  your financial data using a web browser gives you the freedom to work from anywhere.

Connect with customers

  •          Microsoft Dynamics CRM helps you gain customer insights, grow sales, and maintain customer relationships.
  •          Using Dynamics CRM gives you a 360-degree view of your customer, from previous communications, current cases, products sold, and where they are in the sales cycle.
  •          Use Dynamics CRM’s interactive dashboards to help track your customers and discover new sales opportunities.

WebSan Solutions has incorporated simplicity into every aspect of your experience—from initial purchase and deployment,to ongoing maintenance and upgrades. Microsoft Dynamics GP & CRM can boost your daily productivity and deliver long-term value without complex and costly implementation.

Natalie Williams, Marketing Manager, WebSan Solutions Inc. 2014 Ontario Business Achievement Award Winner for Service Excellence

 

Published in WebSan Blog

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This article was originally published from https://winthropdc.wordpress.com/2016/03/09/sba-is-not-as-asynchronous-as-you-might-think/

Service Based Architecture (SBA) was released with Microsoft Dynamics GP 2015, it covers technologies to make Dynamics GP more accessible to external applications by allowing Dexterity global procedures to be exposed as Web Services. It also allows Dexterity code to directly access and use .Net objects via the .Net Interop.

SBA opens up an entire new world of development opportunities.

As you might have noticed, in the last few days I have posted articles relating to Web Services using Service Based Architecture and the Batch Posting Service Toolkit (BPST).

There is a reason…. I have been working with Neal Santin from WebSan Solutions to implement BPST on their systems. Neal has been a great help to work through some of the issues we found and his assistance is appreciated. He told me of a new issue that he has come across which is the subject of this article.

When they started using BPST to post batches, they found that if they make the web service calls too quickly they would receive a 403 (forbidden) error with the description:

403 – The specified user is not authorized to perform operations in this context

The issue is that the web service call uses credentials to log into a specific user and company of Dynamics GP. Once the web service finishes processing it logs out. As is the same with the full Dynamics GP client you can only log in once for a specific user and company combination.

So if you try and log in again before the web service has finished, you will get the above error message. This issue will be worse on web service calls that take longer to process, such as posting. The issue was that they were generating web services calls faster than Dynamics GP’s ability to process them.

I did double check with my friend Brian Roney at Microsoft and he confirmed that you cannot call a web service using same user until the previous call had completed:

If a call is still processing for a user that user cannot successfully make another call until the first one finishes.

Once Neal and his team worked out the cause of the error they implemented a retry loop to pause and try again if they received a 403 error. However, this method meant staying single threaded (same user and company) and a backlog of web service calls could easily build up.

To get around the issue, Neal came up with the second part of the solution to use a pool of User IDs in rotation so that multiple web service calls can be processed concurrently. Creating additional Active Directory (AD) users and linking them to different GP User IDs allowed for multiple web services calls to launch multiple instance of the runtime engines used for processing SBA web services.

Moral: If you are planning to make heavy use of web services using a single User ID to make the calls, be aware that you might hit this 403 error issue and need to implement some workaround solutions.

Moral 2: A 403 error could just mean that the User ID and Company ID you are trying to use is currently logged into Dynamics GP.

Thanks to Neal for letting me share his experiences.

Hope you find this helpful.

David

Published in Microsoft Dynamics GP

See a Complete List of GP FeaturesTop 5 Reasons to get Dynamics GPRead our Hosted Dynamics GP FAQ

The Microsoft Dynamics GP 2016 release date is set for early spring. Here is some information that has already been released on the new features:

Microsoft Dynamics GP 2016 HTML5 Interface

This eliminates the need for the Silverlight interface for the GP 2016 Dynamics Web Client.  The HTML5 web client is expected to improve performance and navigation in the Cloud. 

The new interface is expected to cover the entire product in its initial rollout.

Microsoft Dynamics GP users will be able to fully access the software from any device that supports HTML5 web browsers.

All-in-One Doc Viewers

This feature allows users to view all related sales documents for a single transaction in one window. This can be accessed from Customer Maintenance, sales inquiry windows, navigation lists, and the home page.

Workflow Enhancements

This feature gives the user more control. Email notifications can be sent to the new approver for:

  • Delegation
  • Escalation
  • Alternate approval

Top Features Requested by Customers

Other features will include:

  • HTTPS Support for Management Reporter Viewer
  • Export SmartList Numbers
  • View Power BI charts on the homepage
  • And more

 

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. Contact Us for more information.

Natalie Williams, Marketing Manager, WebSan Solutions Inc. 2014 Ontario Business Achievement Award Winner for Service Excellence

 

2016-Roadmap

  • HTTPS Support for Management Reporter Viewer
  • Export SmartList Numbers
  • View Power BI charts on the homepage
  • And more
Published in Microsoft Dynamics GP

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This blog is part 1 of 2 where we will walk through a step-by-step of how to complete the prep for Year-End closings for companies using Calendar Year-end. There are four modules that come into effect during the year end process.

  1. Inventory (INV)
  2. Receivables Management (RM)
  3. Payables Management (PM)
  4. Finance

Year-ends can get very tricky however, there are no financial impacts for three of the modules listed above- RM, PM and INV as they only provide statistical figures and reset the statistical counters. Therefore, in the case of any errors, you are able to complete a database refresh to go back. The module that has statistical updates and financial impact is the Financial module, this is the module you must be most careful with prior to completing.

Prior to beginning the process ensure these steps are taken:

  • Complete a backup
  • All users should be out of the system
  • Batches should be closed and completed (Best Practice)
  • Close Fiscal Periods (GP >>Tools >>Setup >>Company >>Fiscal Periods)
  • Print Control Reports (AR and AP Trial Balance, Current Inventory Report, Reconcile (Chequebook, Inventory, AP and AR subledgers to GL) (GP >>Tools >>Routines >>Financials >>Reconcile)

Once all the steps above are completed you are ready to begin Year-end Closing. Since the Financial module has the highest impact it must be closed last. For best practices, close in the following order INV, RM, PM and Financials.

Look out for part 2 of the blog which will discuss where the closing process will take place.

To learn more about how WebSan Solutions can help in your Calendar Year End Prep and other Dynamics GP specific modules, take our free ERP Assessment. 

Click here to take our free ERP Assessment

 Palig Baghdasarian, Application Support Specialist, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Microsoft Dynamics GP

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WebSan Solutions’ Microsoft Dynamics GP and CRM interactive demos now enables users to leave feedback to unlock new resources that will offer additional information that can help in the ERP software selection process.

The Dynamics GP and CRM demos boast over 300 downloads and have been a trusted tool in helping give an overview of both systems’ capabilities and main modules. The demos give an inside look at what the systems can offer and show a preview of each system before users decide to purchase. Not only are the demos useful in the research process, they also prove valuable for their interactive functionality. The interactive functionality allows users to type in and click on specific fields; a feature that is not common to traditional software demos.

When users leave feedback for the demos after downloading, they are given links to valuable resources that offer additional information on the two systems. For the Dynamics GP demo, users can access an estimate of WebSan’s Dynamics GP implementation cost, while those who leave feedback for the Dynamics CRM demo can watch an exclusive webinar on maximizing Dynamics CRM’s out-of-the-box features.

Download our demos today to unlock these valuable resources!

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

Published in WebSan Blog

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The process of selecting an Enterprise Resource Planning (ERP) software is no easy task. With many factors to consider such as cost, vendors, business needs, and the vast software selection in the market, the task of choosing the right ERP software becomes all the more complex. Software Advice, an advisory firm that helps buyers research and choose ERP software, conducted research and sought expert advice to create a comprehensive guide to help buyers through the ERP selection process, with findings compiled in this e-book.

Research shows that 59% of buyers cite data integration as the top reason for purchasing a system, while a staggering 24% of users say their current system lacks adequate support. If you find yourself in the same boat as these buyers, it might be worth investing in a new ERP system.

Below are some tips to help in your ERP software selection process:

1. Assess your business needs and identify must-haves

  • Look into your business needs and identify key issues that need to be resolved with the aid of an ERP software, then form a selection committee comprised of both mission-critical employees and IT staff. This ensures that all voices (of varying departments) will be heard and unique needs will be evaluated.

2. Outline your key requirements

  • After forming the committee, have everyone write up their own “wish list” of issues that they would want to be solved with the help of an ERP software, and specific capabilities they want the new system to have. At the end of the brainstorming session, the committee should have a concrete list of immediate business issues that need to be resolved and a shortlist of features that the new software must have.

3. Create a list of vendors

  • Some factors to consider when creating a shortlist of vendors include: how the vendor targets your industry (or niche), your budget, deployment preferences, must-haves, technical requirements, ERP functional strengths and user-friendliness.

4. Get references from vendors and other reputable sources

  • Once you’ve narrowed down your list of possible vendors, it’s worth gathering references from third-party reviews, people in your industry who are currently using the systems in your shortlist, news articles, and current clients of the vendors who are in the same industry or who use similar ERP modules that you would need.

5. Decide and negotiate

  • Make sure to negotiate for software pricing after you’ve made your selection and ensure that every single promise and requirement fulfillment is noted in writing from the vendor.

To learn more about how WebSan Solutions can help in your ERP selection and implementation process, download our free ERP Whitepaper or take our ERP Assessment.

Click here to download our free ERP whitepaper      Click here to take our free ERP Assessment

 

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

Published in WebSan Blog

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When investing in an Enterprise Resource Planning (ERP) software, cost is always one of the first considerations that comes to mind. According to a study conducted by Software Advice, which helps buyers connect with software vendors, a number of factors come into play which influence the final price of an ERP system.

Number of Users and Customization Requirements

The study points out that larger businesses would typically have more users who need access to the system, requiring more applications and functionality, calling for a higher-priced system.

Customizations can increase the price as some businesses have more specialized processes, and in turn, need specific customizations that will support these.

Deployment Model

Pricing structures vary depending on the deployment model—whether on-premise or hosted. The bottom line: “the choice boils down to a high, upfront cost and lower recurring costs with an on-premise system, or a lower upfront cost with higher recurring costs when choosing a cloud-based system. Over time, these costs tend to converge,” the study notes.

Similarly, WebSan’s Microsoft Dynamics GP offering supports both an on-premise and hosted option, providing a simple and robust solution for your business.

Depending on the size of your business and how much you’re willing to spend, there’s an ERP software solution that can meet your needs! 

Click here to learn more about Hosted Dynamics GP!

 

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

Published in Microsoft Dynamics GP
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