smb1-final  smb2

(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

 

Wednesday, 30 March 2016 00:00

SBA is not as Asynchronous as you might think

Written by

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

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

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
Wednesday, 09 March 2016 00:00

CRM 2016 Improves Navigation Functionality

Written by

MS Dynamics CRM vs SalesforceSign up for a free CRM course!Learn more about CRM's features

 

The main navigation in the CRM 2016 ribbon not only altered its look, it also made functional changes, vastly improving the end user experience. The Main Menu Button now replaces the CRM logo. Clicking this button enables the user to switch between each of the functional areas without waiting for the page to reload. 

NavigationinCRM1

 

To add, a functional area can be selected where sub-areas are neatly organized in rows by category to easily view and select from. The fluid transition and absence of endless scrolling make for ease of navigation.

NavigationinCRM2

 

A sleek button, aptly referred to as MRU (Most Recently Used) presents the user with up to 30 of their MRU Records and Views.

NavigationinCRM3

 

A user can also pin any of the listed records or views, ensuring they will not be recycled. Conversely, these same records can be unpinned, should ease of access no longer be necesary. 

NavigationinCRM4

 

If you are coming from using CRM 2015, you'll notice the remainder of the main navigational buttons are what have evolved over the last couple of updates. 

NavigationinCRM5

 

In case you need a refresher- Quick Create offers an array of "short" forms to quickly create new records; Global Find allows for cross entity searching; and Advanced Find provides for the filtering of data by specified criteria.

To learn more about how Microsoft Dynamics CRM can improve efficiencies for your organization, visit us at www.websan.com

 

Stacey Mancuso, CRM Certified Application Specialist , WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

View our free webinarsSign up for WebSan UniversityTake our FREE ERP Assessment

Our Manufacturing Series for Microsoft Dynamics GP came to an end in February. We've had an amazing journey and we've been excited to receive comments from users all over the world, saying how helpful this series has been to their everyday work.

This series will teach you everything you need to know about Manufacturing in Dynamics GP. We are offering the whole series for only $180 in WebSan University. You also have the option to purchase the courses individually.The series includes course outlines, videos, and tests to help you navigate through the manufacturing module in GP.

Here are the manufacturing courses that we have available in WebSan University:

  • Manufacturing Series Part 1: Manufacturing Basic Concepts
  • Manufacturing Series Part 2: Manufacturing Items and Bill of Materials
  • Manufacturing Series Part 3: Mfg Machines, Labor Codes, and Work Centers
  • Manufacturing Series Part 4: Routings and Manufacturing Order Processing
  • Manufacturing Series Part 5: Sales Orders and Manufacturing Integration
  • Manufacturing Series Part 6: Outsourcing and Work in Process (WIP)
  • Manufacturing Series Part 7: Master Production Scheduling
  • Manufacturing Series Part 8: Manufacturing Setup
  • Manufacturing Series Part 9: Standard Costing
  • Manufacturing Series Part 10: Manufacturing Reports   

Click here to view our manufacturing series

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

Friday, 26 February 2016 00:00

Postmodern ERP and How It Affects Your Business

Written by

View our free webinarsSign up for WebSan UniversityTake our FREE ERP Assessment

Businesses today continue to rapidly change in their needs, particularly, for what an Enterprise Resource Software (ERP) can do to help support their operations and finances. Postmodern ERP, as defined by Gartner is a technology strategy that links and integrates administrative and operational business capabilities with the benefits of vendor-delivered integration to promote flexibility and agility.  

Software Advice, an advisory firm that helps buyers research and choose ERP software, conducted research and sought expert advice to look into the concept of Postmodern ERP and how it affects businesses, with findings compiled in this article.

A comprehensive postmodern ERP strategy aims to use the best applications possible in each business area while still ensuring that the different areas adequately integrate with each other when necessary.

The study is quick to note that “a postmodern ERP system will likely be comprised of applications from two or more vendors, and may include multiple deployment models.” This strategy can benefit businesses by ensuring your company is using the applications which are best suited for each job function. Moreover, should specific applications need to be changed, there would be no need to customize or upgrade the whole system.

Although the study suggests that the postmodern strategy would be best suited to growing midsize to large firms, organizations “should opt for a strategy that will provide them with long-term agility over short-term operational efficiency.”

WebSan Solutions can help your organization find the right ERP solution that would fit your business needs. Download our ERP whitepaper to learn more. 

 

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

View our free webinarsRead more about Hosted Dynamics GPDownload a FREE Demo

WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider, has reached a milestone of 100,000 views on its YouTube channel!

Since 2012, WebSan’s YouTube channel has proved to be a valuable resource in providing training and webinar videos for the Microsoft Dynamics GP and CRM community. The instructional videos not only offer greater insight into the products’ capabilities, but also highlight WebSan’s wide range of expertise in showcasing the systems’ customizable functionalities.

Standout videos include: WebSan’s Manufacturing and Project Accounting video series for Microsoft Dynamics GP, “10 Tricks in 30 minutes” showcasing the top 10 features of Dynamics GP, and “Management Reporter for Microsoft Dynamics ERP. “

“We are thrilled with this milestone for our YouTube channel. The high volume of views is a testament to our practice’s forward-thinking approach towards providing the highest standard of training, support, and informational videos to our clients and the Microsoft Dynamics community,” says Andrew King, Managing Director of WebSan Solutions Inc.

For more information on WebSan Solutions’ YouTube channel, visit www.youtube.com/websansolutionsinc.

 

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