Contact us today: (866) 4-WEBSAN (932726)                Get Instant Support

The release is almost here! Business is growing and so is technology so look no further! Microsoft Dynamics GP is committed to helping you do this by delivering a widespread vision and solution for your business. In part 1 of this blog I will be talking about 3 features that you can look forward to in the upcoming release.

Take command of your business

 

Have access to Dynamics GP virtually everywhere. There will be a new web client so you can use and contribute to Dynamics GP anywhere, anytime. The business analyzer dashboard helps you gain access to key performance indicators, reports and important information.

What’s new about business intelligence is it now offers both full service and self-service users have more of an “out-of-the-box” Microsoft SQL Server Reporting Services and Microsoft Excel Reports.

 

Drive efficiency up while you drive costs down.

 

The new Dynamics GP will decrease operating expenses and improve cash flow more than ever. The sub-ledger reconciliation identifies discrepancies between your general ledger and sub-ledgers, eliminating time-intensive, manual inventory and bank reconciliation processes. Microsoft has improved on their purchasing module because it’s now able to enter quantity overages and automatically close purchase orders left open due to quantity shortages.

Position your business on a platform for growth.

 

This new version will have the security and flexibility to adapt and grow while saving you on IT costs.

You can now integrate your enterprise resource planning (ERP), customer relationship management (CRM), and productivity solutions on one platform to connect your business.

By: Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Published in WebSan Blog
Monday, 23 July 2012 09:15

SmartList Builder Webinar

On July 19th WebSan held a SmartList Builder Webinar. We discussed how to link tables and calculate fields, create defaults for more user-friendly environment and create summary SmartLists. To be kept up to date with our latest webinars, send us a message or e-mail us at This email address is being protected from spambots. You need JavaScript enabled to view it.

You can view the recorded webinar and other Microsoft Dynamics GP training videos at our YouTube Channel.

Published in Uncategorized

If you are thinking of starting a new business, or getting a new software system, what company do you choose? How do you know that the company that you decide to go with fulfills your needs? It’s time that you do your own research and be in charge of your business financial system. Here are some questions that you should ask before you make a decision:

1.       Will the accounting software grow with your business?

You want to make sure that you don’t outgrow your system. It’s better to get a system that has the capacity to grow with your business.

2.       Can access be restricted for some users?

Having the power to monitor who uses particular functions is very important to a company. Having control is very important for senior level employees to keep certain information confidential and private.

3.       Do you want to go towards cloud hosting or stay on premise?

Even though moving to the cloud would be less money and more current with what today’s businesses are doing, some people don’t feel comfortable choosing the cloud. But at least there are options to choose from.

4.       Can I afford this software?

Sometimes it takes money to make money. But if this decision will put you deep in debt then it’s not worth it. Be sure of the software you choose and thoroughly access the situation for the right budget.

5.       Ask for referrals from other business, clients and/or family.

If you don’t know where to start, ask around about the different accounting software people you know are using. Also, start to search on Google. If you have read this blog on our website then I just have given you an accounting software to look into, Microsoft Dynamics Great Plains.

By: Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Published in WebSan Blog
Wednesday, 04 July 2012 09:15

My interview with Jon Rivers

Recently I had the opportunity to interview Jon Rivers. In this interview he discusses his book, current projects and his views on user problems.

In a short summary what do you describe your job is?

I am currently the Channel Partner Manager at Data Masons Software an EDI ISV solution provider who helps to solve the EDI needs of clients who are running Dynamics GP, AX or NAV. When I am not helping the partners I am managing all of our Social Media outlets if that be our Blog, Twitter or LinkedIn accounts.

You can also find me presenting at Dynamics-focused conferences, educational forums and Web events, including the annual GPUG Summit, AXUG Summit, NAVUG Forum, Microsoft Convergence and numerous regional user groups.

How long have you’ve been in the Microsoft Dynamics GP Industry?

I have been in the Microsoft Dynamics GP space now for over two years but I have been in the Dynamics ERP ecosystem for over seven years working with both Dynamics AX and NAV.

What’s the message in your book “Solving the Social Media Puzzle for Microsoft Dynamics End Users” that you want readers to grasp?

Social Media can be confusing to people as there is expectation that you should be pushing content through various channels, but that’s not true you can be just a consumer of information. Actually that is where I started and with all the useful information out there, I wanted to bring that to the attention of the End User who uses Dynamics GP on daily basis. With blogs show how to resolve issue to YouTube videos give you snippets of how to training to content being pushed my Microsoft themselves.

Now-a-days social media has become the everyday norm, how much of an impact do you think Dynamics GP will have attracting new customers using marketing efforts through social media?

I believe Social Media is already having an impact out there especially when I see the efforts that Microsoft is putting behind it. Take for example when Microsoft released Dynamics AX 2012 they use Social Media a lot to drive traffic to the virtual release event. Now if I also take my role at Data Masons we have certainly seen an increased in awareness of our solution using these channels. 

What does it take to expand to packages like NAV, AX, and SL?

Making sure you fully understand the packages and the verticals/client base you will be taking them into.

How do you think the Partner Channel will have to change over the coming years?

End Users are getting more and more savvy on how they do they research and evaluation of solutions so the Partner Channel community will have to adjust as necessary to this.

What customization tool would you create to meet the needs of users that are facing a common problem?

A portal that would scan every possible place within out there to see if that problem has been already been answer by other in the Dynamics Community via maybe a blog or tweet or maybe a video and of course search Microsoft’s KB’s as well. If there is no answer then it would post it and push it out to the Community.

We have a webinar coming up called 10 tricks in 30 minutes The Top 10 Features of Dynamics GP You’re Not Using and Should Be! What would be one of your tricks?

As I am not a physical user of Dynamics GP on a daily basis as I am more focused on solving EDI requirements for clients I am not sure I can recommend one.

What are your current projects now? Are you planning on speaking at a public event?

New projects… if you call it a project that is, I just became the Communications Chair for the IAMCP DC Chapter so excited about that new opportunity. From a speaking standpoint I will be speaking at the GPUG Summit in October this year “Where Do the Experts Turn for Answers? The Power of Social Media”. It should be exciting as I also get to work with Mariano Gomez for first time and it’s always an honor to work with the MVP’s in Dynamics GP ecosystem. There are also some others as well in the works so watch my twitter feed for updates.

What do you like most about your job?

The people I get to work with on a daily basis. The whole Dynamics Community is a great bunch of people to work with. It’s what drives me to be at my desk every morning.

By: Natalie Williams, Marketing Coordinator, WebSan Solutions Inc. a Canadian Certified Microsoft Dynamics GP Partner

Published in WebSan Blog

I got the chance to interview Mark Polino a Microsoft Certified IT Professional for Dynamics GP. He is a well-known MVP in the MS Great Plains community. I attended Dynamics Decisions 2011 and I thought he did a wonderful job speaking about the worst mistakes that you can make with Dynamics GP, which was really helpful because I’m new to the system. These are the questions he was asked:

1. When did you realize this would be your career?

In my first few years as a consultant, I realized that my experience with Dynamics GP gave me an advantage even if I chose to go back into the industry. When I moved out of consulting and into a controller role for a while it made a huge difference in getting the job.

2. In 2010, you wrote the book “Microsoft Dynamics GP 2010 Cookbook” what was your inspiration for writing it?

I had built several “50 Tips in 50 Minutes for Dynamics GP” presentations that got great reactions. I was considering building them into an eBook and mentioned that to my friend and fellow MVP, Mariano Gomez. He was talking to a publisher about a book and he put me in touch with Packt Publishing. The rest is history and the publisher’s help made a huge difference in delivering a better book.

3. What are you current projects now? Are you planning on writing another book or speaking at an upcoming event?

I have a number of speaking engagements lined up including a pile of presentations at Convergence 2012 in Houston. I’ve written a number of fictional short stories to illustrate Dynamics GP features in a different way. There are a few more projects in the works are, but none of them are far enough along to discuss just yet.

4. What would you say is the strongest feature in Microsoft Dynamics GP?

I think there are two. The first is its strong financial features. This provides a solid underpinning for Dynamics GP. Second is a strong ISV/Partner channel. This provides ways to extend Dynamics GP into places no one can foresee.

5. What is the biggest problem that you’ve observed that new users face?

It’s still training/training/training. Companies don’t want to pay for. Training gets delivered at implementation and maybe never again so new users only get what’s passed down. People learn more about what’s already in their system after an upgrade, even though much of the functionality isn’t new. Companies think ERP should be easy to use. It is, but Angry Birds is even easier and there are more than 56,000 videos of walkthroughs of Angry Birds. This idea of the software being so intuitive that we don’t need to train is simply unrealistic.

6. What do you think the future of Cloud ERP holds

Cloud ERP will bring greater accessibility, that is, ERP in more places. It may ultimately reduce flexibility. It will be harder for companies to customize ERP systems in the way they have in the past. Frankly, this is both good and bad. It keeps companies from making mistakes like customizing new systems to look just like their old systems, but it may make sales harder for more horizontally focused systems.

You can visit Mark Polino website here: http://msdynamicsgp.blogspot.com/

By: Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Dynamics Partner

Published in Microsoft Dynamics GP
Wednesday, 11 April 2012 10:54

Management Reporter 2012 Released

Management Reporter 2012 for Microsoft Dynamics has been released & is now available for use.  Management Reporter is a robust financial reporting tool that provides companies visibility into organizational health.  Management Reporter is available for the following Microsoft Dynamics products:

  • AX 2009 & 2012
  • GP 2010
  • NAV 2009
  • SL 2011

Upgrades include greater design flexibility, the ability to collaborates with co-workers, enhanced drill-down capabilities & a more interactive viewing experience.

Contact This email address is being protected from spambots. You need JavaScript enabled to view it. to upgrade today!

Published in Dynamics GP
Monday, 23 January 2012 11:35

Dynamics GP Keyboard Shortcuts

Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

I don’t have anything against a mouse – a computer mouse that is – but sometimes I find I can be more efficient using the keyboard.  Over the years, you have probably gotten so familiar with some keyboard shortcuts that you find yourself even using the shortcut keys when you speak instead of the actual function it is used for – “Just Control+V that in the email.”

Sound like you?  If it does, you may find some of these Microsoft Dynamics GP Keyboard Shortcuts to be quite handy:

  • ALT+F:  Activates the File menu in a GP window
  • ALT+E:  Activates the Edit menu in a GP window
  • ALT+M:  Activates the Microsoft Dynamics GP menu on the main toolbar
  • ALT+R:  Activates the Reports menu on the main toolbar
  • ALT+A:  Activates the Transactions menu on the main toolbar
  • ALT+I:  Activates the Inquiry menu on the main toolbar
  • ALT+C:  Activates the Cards menu on the main toolbar
  • ALT+H:  Activates the Help menu
  • CTRL+L: Opens a Lookup Window

 By: Rahim Jiwani, Application Specialist,WebSan Solutions Inc.

Published in Uncategorized

Before I start telling you the advantages of a partner hosting Microsoft Dynamics GP than just using a Microsoft Hosted/Azure environment, let me first explain the difference between them, so you can better understand what they mean.

A “Partner -Hosted” solution is either an independent software vendor (ISV), system integrator (IS) or a Value- Added Reseller (VAR) that offers hosted cloud solutions through a licensing partnership with Microsoft. A “Microsoft Hosted/Azure” environment is an internet cloud service hosted directly in Microsoft data centres.

The advantage of a “Partner-Hosted” solution is that you are actually working with people who not only have expertise in hosting software but also, possess a deep understanding of the Dynamics GP system. Some people find that it’s very important to build a trusting relationship before they do business; finding a Microsoft Dynamics partner who not only provides hosting solutions but, is Certified as well can reduce cost and provide a better solution in the long run. When using Microsoft hosted/Azure environment there is a variable cost to consider. If the price is very important to a client, then going with a partner would be a better solution. Companies that are in Canada might not like the idea of having their data hosted on an Azure environment because it’s US based. It's important to many Canadian companies to keep their data in Canada.

In future blogs, I will be taking more about a partner hosted solutions and how beneficial it can be to you.

By: Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Published in WebSan Blog

Sending an email should be easy to compose and send, it also should be easy to reply and forward to different people. Hotmail has one of the simplest ways of navigating and organizing emails, but the problem with that is companies don’t use Hotmail as their email provider. So say the email system that you’re using is giving you a hard time by not sending emails properly or sending all your emails to the junk folder, many of these problems can be frustrating and make you appear to be unprofessional. Here are a few benefits of using email integration in Microsoft Dynamics GP.

  • Microsoft Dynamics GP 2010 allows users to effortlessly email single and/or numerous documents. You can also send emails from a list in the system. You have the option of choosing a document that you want to send to a specific customer or vendor.
  • With email integration, you can send documents as HTML, PDF, DOCX, or DOCX.
  • You can customize messages for each document and/or customer/vendor combinations.
  • You can also combine many documents and send them all at once in a single email.

So if you think your company needs a new email system and perhaps a new online accounting software system, why not kill two birds with one stone?

By: Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Dynamics Partner

Published in WebSan Blog
Wednesday, 21 December 2011 16:27

SSRS Reports in Dynamics GP

For some of the more technical Microsoft Dynamics GP users, you may want a little more control and customization when reporting on your GP data.  SmartLists provide a fairly quick and dynamic option to custom reporting, but they may not be visually satisfying.  On the other hand, integrating BI360 with GP will allow you create very clean and organized reports in an Excel-like environment, but won’t give you that rudimentary control that your technical mind may crave.  If you’re looking for some sort of middle ground between these two options, take a look at SQL Server Reporting Services (SSRS) for Dynamics GP.

The key to creating effective SSRS reports is having a good knowledge of SQL – or at the very least, a fairly strong knowledge of databases.  This is what scares away some users, but for those that have this type of background, SSRS Reports could be your salvation in the pursuit of both visually appealing and fully customizable reports.

While SSRS Reports can be easily viewed within Dynamics GP, they are created in Microsoft Report Builder – a separate software program that is offered for free by Microsoft.  Using Report Builder allows you to take a custom SQL query that you have created (either from scratch or by using Report Builder’s intuitive Query Designer) and turn it into an appealing report.  With the ability to easily create tables, charts, and even visual scales/gauges, you can turn a simple list of data into a work of art!

If you have SSRS Reports deployed in your GP environment, you can view them by going into any series and selecting the “Reporting Services Reports” item in the Navigation Pane.

[caption id="attachment_674" align="aligncenter" width="300" caption="SSRS Reports in Dynamics GP"]SSRS Reports in Dynamics GP[/caption]

By: Rahim Jiwani, Application Specialist, WebSan Solutions Inc.

Published in WebSan Blog