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

You can now brand your CRM! Themes allow you to apply your distinct logo and color scheme to your Dynamics CRM environment. Three simple clicks and you are well on your way to a CRM environment with a look of your own.

1. From the Main Menu button, select Settings

2. Select Customizations

3. Select Themes

ThemesinCRM1

Upon navigating to Themes, you will find the out of the box CRM Default Theme. The default theme cannot be modified, but it can be cloned, should you want a head start on designing your theme. Otherwise, you can put your designing skills to the test and get theming. 

Theme colors are defined using a hexadecimal code. With this release, it's best to find an online resource to pull the hexadecimal codes from (such as www.color-hex.com).

 

ThemesinCRM2   ThemesinCRM3

ThemesinCRM4ThemesinCRM5

 

ThemesinCRM6       ThemesinCRM7

 One fascinating feature is the ability to take a test drive of the User Interface with a newly defined color scheme before it gets released to an organization. 

When you are ready to release the new theme, thereby making it the default, you can either select the theme from the Theme view and select Publish Theme (image below), or do the same from within the theme record.

ThemesinCRM8

To learn more about how Dynamics CRM can be the right fit for your organization, download our free interactive demo. 

Click here to download our free Dynamics CRM demo

 

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 UniversityDownload a FREE Demo

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

MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Download a FREE CRM Demo

With Dynamics CRM 2016’s release, Microsoft aims to improve on supplying intelligent customer engagement solutions that are personalized, proactive and predictive. The release will focus on creating a single, unified user experience that promises to eliminate distractions people face by bouncing from application to application. To supplement this new release, WebSan will offer the “Top 5 Notable Features in Microsoft Dynamics CRM 2016” webinar on Thursday, January 21, 2016 at 11:00 AM EST.

The free 30-minute webinar will offer attendees a glimpse of the benefits of upgrading to CRM 2016, the system’s new features that promote an improved end-user experience, as well as key new features for administrators or customizers of the system.

Attendees will gain more information about CRM 2016’s new interactive service hub, changes to the Excel export feature, new functions for Fields, Business Rules and Advanced Find and improvements to the system’s navigation.

Register today to reserve your spot for Microsoft Dynamics CRM 2016 webinar!

Click here to register for Dynamics CRM 2016 webinar on Jan.21, 2016 at 11:00 AM EST

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

Wednesday, 06 January 2016 00:00

Bob Scott’s VAR Stars 2015 Announced

Written by

WebSan Solutions Inc. has been selected as a member of the Bob Scott’s VAR Stars for 2015, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software.

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

“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.

“We are delighted to once again be included in Bob Scott’s roster of VAR Stars and be recognized for our continuous growth and commitment towards providing the highest standards of customer service and delivering top quality solutions for our clients,” said Andrew King, Managing Director of WebSan Solutions Inc.

View our free webinars Sign up for WebSan University Take our FREE ERP Assessment

When selecting a new Enterprise Resource Planning (ERP) software, one of the first considerations to make is whether to go hosted (on the cloud) or on-premise. Although both types have their advantages and disadvantages, it’s worth taking a closer look and offering points of consideration to make the software selection process less daunting. Software Advice, an advisory firm that helps buyers select ERP software, conducted research to create a comprehensive guide to help buyers determine the best type of software needed for their organization, with findings compiled in this article.

The biggest difference between the two types of systems is cloud-based software is hosted on the vendor’s servers and accessed through a Web browser, while on-premise software is installed locally, on a company’s own computers and servers. Although over time, both systems’ cost tend to converge, cloud-based software is priced under a monthly or annual subscription basis, while on-premise software is usually priced under a one-time perpetual license fee.

Some advantages of cloud-based ERP software include its shorter implementation time, great stability with frequent updates from the vendor and no additional hardware investments. On the other hand, some disadvantages of this type of system are its less customizable functionalities and an organization’s possible less peace of mind that comes with data security being in the vendor’s hands.

On the other end of the spectrum, on-premise ERP systems are known to be more customizable and offer greater control over data. However, the implementation process can take longer and organizations have to pay associated hardware and IT costs. Organizations will find that cloud-based ERP systems are more mobile-friendly compared to their on-premise counterpart. 

It would be in an organization’s best interest to first assess its needs, budget and top concerns before deciding on the right type of ERP system that will be the right fit.

WebSan Solutions offers Microsoft Dynamics GP and CRM implementation along with valuable resources like training, free webinars and outstanding support. See how we can help your business meet its ERP needs – download one of our FREE Microsoft Dynamics GP or CRM demos today! 

 

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

Thursday, 10 December 2015 16:31

WebSan Presents: “Microsoft’s Power BI" Webinar

Written by

View our free webinars Sign up for WebSan University Download a FREE Demo

On Thursday, December 17th, at 2:30 PM, WebSan will present a free webinar to give an inside look at Microsoft’s Power BI (Business Intelligence). The 30-minute webinar offers attendees the opportunity to observe this dynamic tool in action.

The webinar will discuss Power BI’s features and functionalities including how to create dashboards, reports, integrations and metrics. Attendees will learn how to publish and edit visuals on Microsoft’s Cloud, view and refresh custom metrics on any mobile device and use Power BI to monitor the most important information about your business.

The webinar promises to bring an insightful glimpse of Power BI’s extensive functionalities and show attendees that all the information they would need to make decisions is available through Power BI, all in one glance.

Register today and don’t miss out on your chance to take part in this new webinar!

Click here to register for “Microsoft’s Power BI” webinar on Dec. 17th, 2:30 PM

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

Thursday, 26 November 2015 15:47

CRM for Outlook – Frustration Free Zone

Written by

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

 

I was recently speaking with some likeminded CRMers in the community and we were discussing what we find to be at the top of the list for help desk inquiries. The overwhelming consensus was CRM for Outlook.

Do you ever find yourself faced with CRM for Outlook just not cooperating? Whether it be that you are having undesirable or unresponsive behaviors, the CRM tab is greyed out, or the CRM tab has vanished. Have no fear, you are not alone, and with a few checks and few clicks, more often than not, one of the following suggestions will be your golden nugget for resolution.

Check the following machine related roadblocks for starters...

ü  Ensure that your CRM for Outlook version matches up with your CRM server version. It could be that you are out of sync.

ü  Could you possibly have add-ins that are not playing nicely with one another? Begin to disable your add-ins one by one and see if CRM for Outlook is positively affected.

ü  Is your Outlook mailbox overloaded? Double-check your mailbox capacity, it may be high time you do a little housekeeping.

ü  Do you have adequate resources on your machine to support all of the applications that you are running? Check your RAM to ensure that you are not pushing the limits of what your machine is capable of.

ü  Depending on your firewall settings, it may be necessary to add your CRM server address to Trusted Sites in Internet Explorer. Along with that, it may be beneficial to clear your browser's cache.

ü  Is your anti-virus software doing too good of a job? It could actually be preventing you from performing actions which are legit!

Has your CRM tab on the ribbon disappeared without a trace?

This is usually easily remedied by navigating to File à Options à Add-Ins à Select GO and tick off the checkboxes for Microsoft Dynamics CRM.

And just like that, you have brought your CRM tab back into Outlook. 

CRM for Outlook 1

 

CRM ribbon greyed out?

Again, typically a quick fix...Search for the Diagnostics Wizard on your machine and click the Enable button shown on the Advanced Troubleshooting tab.

CRM for Outlook 2          CRM for Outlook 2.1 

 

Let's wrap this up with "Track" and "Set Regarding" and also answer the common question of why "Convert To" is greyed out.

CRM for Outlook 3

 

When you select a record from your Inbox in CRM, and click ‘Track’, you are promoting the email to CRM as an activity without an association to a particular record. Depending on the Personal Options you have set, you may also be creating a new Contact or Lead at the very same time.

If I may give my two cents, I would caution against ticking off the box which auto creates new contacts or leads. You may end up with records for the local pizza place, or worse, a record created for one of those "fun emails" that slips through the Spam filter. 

‘Set Regarding’ on the other hand, not only tracks the email, but also associates it to a specific record of your choosing. The association not only relates to the record you have chosen but also rolls up to related parent records. Whether you have chosen ‘Track’, or ‘Set Regarding’, you will now notice that ‘Convert To’ has come to life and you now have the ability to convert the email into a New Opportunity, Lead, or Case.

The next time you find yourself scratching your head over why CRM for Outlook is 'acting up', come back to this post and try out some of the suggestions. You too, may just find that what you initially thought was going to be a major headache is quickly resolved with a few quick checks and clicks. For more information on this feature and other CRM questions that have you up at night, WebSan is here to help!

 

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