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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

Tuesday, 11 October 2016 00:00

Microsoft Dynamics 365 Business vs. Enterprise Edition

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Download Our FREE Microsoft Dynamics 365 Demo

If you’re looking for a cost-effective ERP solution that combines sales, customer service, operations, financials, field service, project service automation, Marketing and Customer Insights, Dynamics 365 for Financials offers all these capabilities plus familiar tools that can grow with your business. Designed to work seamlessly with Office 365 and Dynamics CRM, Dynamics 365 for Financials encourages users to start small by using only apps that they need and expanding as their business requirements change.

Below, we outline the differences between Dynamics 365’s Business and Enterprise editions:

 Dynamics 365 Business Edition

Dynamics 365 Enterprise Edition

 Optimized for 1-50 users

Optimized for 250+ users

Available through the Cloud only

Available both through the Cloud and On Premise

$40

$115

Includes Financials

Includes Operations, Sales, Marketing, Customer Service, Field Service and Project Service Automation

 Designed for companies with minimal financial requirements

Designed for companies with advanced financial and ERP needs

Sales and Marketing integration coming in Spring 2017

Sales and Marketing using Adobe Marketing Cloud

 For users who've outgrown QuickBooks and other startup accounting software

For users who need extensive integrations and analytics such as Amway, one of the world's largest direct selling businesses

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

Friday, 07 October 2016 00:00

Try our Microsoft Dynamics 365 Demo!

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Download Our FREE Microsoft Dynamics 365 Demo

Microsoft Dynamics 365 for Financials is a business management solution that’s connecting people and processes like never before. From day one, it makes ordering, selling, invoicing, and reporting easier and faster. 

This system is for small to medium sized businesses looking for a cloud-based solution to integrate their ERP and CRM system. 

By downloading this demo, you will learn the benefits and advantages of Dynamics 365 and get all the information you need to make better business decisions. 

Dynamics 365 is the perfect fit for SMB's looking to boost efficiency with automated tasks and workflows all from within familiar tools like Outlook, Word and Excel. 

Here are some reasons that you should download this demo:

• View sections of the demo at your own time 

• Control your viewing 

• Send any questions you have about the demo/features 

• No need to register for an account 

• Create transactions such as invoices, purchase orders and credit memos 

• The system integrates with Office 365 

Our team of experts have determined that this is the best way to initially review the system and decide if it meets your basic criteria. Then, you can always Request a Live Demo and consult with one of our representatives if you need in-depth details about the software. 

Also, If you want to see our other Microsoft products in action, we have other downloadable trials available as well! 

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

Monday, 19 September 2016 00:00

The Benefits of Integrating your ERP software

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View our free webinarsSign up for WebSan UniversityDownload our free Dynamics GP demo

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

Friday, 02 September 2016 00:00

Key Steps for Selecting the Right ERP Software

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View our free webinarsSign up for WebSan UniversityDownload our free Dynamics GP demo

Enterprise Resource Planning (ERP) software offers the benefits of streamlined and integrated business processes, lower cost of operation, improved reporting capabilities, data security and increased productivity. With multiple benefits brought about by an efficient ERP system, the process of selecting the right system that can help support your organization’s needs can at times be daunting.

To help increase the odds of choosing the right ERP software, below is an ERP selection tip sheet that outlines key steps for selecting the right ERP software.

1. Know and prioritize your software requirements

  • Start by identifying what challenges you want to solve and what your current system is unable to do for you. It’s best to divide the list into features that are must-haves and nice-to-haves. The more specific you can be about your software requirements, the better. As an article from Software Advice notes: “by knowing what you need, you’ll be in a better position to control the selection process, rather than let software vendors dictate your needs.”

2. Carefully evaluate your options before deciding on an ERP system

  • It’s important to consult management and key stakeholders and ask them for their input in the evaluation phase. It’s also worth considering how the systems you’ve shortlisted affect integration with your existing office systems, the ERP system’s reporting capabilities and metrics.

3. Build a short list of software vendors

  • Determine which vendors best serve your industry, requirements and budget. Remember that it’s best to list five or fewer vendors and products to evaluate.

4. Closely evaluate live software demos

  • Start by preparing brief demo scripts that detail specific workflows that you want to evaluate in the demo. After each demo, meet with your team to discuss the strengths and weaknesses of the demo and compare notes.

5. Compare prices

  • Once you’ve narrowed down your list of vendors, you can now ask the vendors for a detailed price quote and compare in terms of what vendors will offer with support, training, third-party hardware and pricing models.

6. Get references from vendors

  • Ask the vendor you’ve chosen for a reference that shares a similar business need and size. When talking to the reference, don’t hesitate to ask about challenges that they faced with the system and how the vendor was able to address issues.

7. Decide

  • Given all of the information that you’ve gathered from the process, decide if the vendor and ERP system is the right fit for your organization. Ensure that all the agreements and requirements that must be fulfilled are 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.

 

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

Wednesday, 03 August 2016 00:00

Retrieving Data in Microsoft Dynamics CRM

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

Retrieving data and metadata for reports In Microsoft Dynamics CRM can be done using SQL views. In Dynamics CRM, users can run queries on SQL views that are automatically created. As the image below shows, names within the SQL views are easy to identify. A Microsoft tip sheet notes that SQL-based reports in Dynamics CRM use the filtered views provided for each entity to retrieve data for the reports. 

CRM Database Table Listing- 1

To obtain the query, users can download the SQL Server Management Studio (SSMS) online. 

Apart from being automatically created, Filtered Views offer the benefit of being updated for custom entities, having security embedded in the view, and being supported after patches, service releases and upgrades.

To learn more about how WebSan Solutions can support your Dynamics CRM projects and implementation, visit our Solutions page or contact us

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

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

On July 28th, 2016, at 2:00 PM, WebSan Solutions will present a webinar showcasing the highlights and capabilities of one of the newest additions to Microsoft Dynamics CRM – Field Service. The module, known for being highly configurable and scalable, makes for a robust solution that can be of value to different types of users, particularly those who want to create and manage standard and customized reports.

The free 30-minute webinar aims to provide an introduction to Field Service and discuss what the solution is, who it’s a good fit for, and its components. The webinar will also feature a demo of Field Service highlighting the module’s key features.

Register today to reserve your spot for the Microsoft Field Service webinar!

Click here to register for Microsoft Field Service webinar on July 28 at 2:00 PM EST

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