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In its February release, Microsoft Dynamics 365 for Financials brought forth a number of new capabilities and updated features. Notable ones include the following:

  • Improved Setup and Configuration

A new Services and Extensions button is added to the Business Manager and Accountant Role Center. This button brings up a list of setup pages, service connections and add-ons which can be enabled either through assisted or manual setup.

  • Contact Management

This feature allows the user to quickly identify and delete duplicate contacts on their customer list right from the new Contact Duplicates tile in the Sales and Relationship Manager Role Center. A sales person or purchaser code can also be set up to be automatically included on new sales or purchase orders, making it easier to follow an individual employee’s performance as a basis for calculating the sales commission or bonus.

  • Multiple Locations

Users can manage inventory in multiple locations or within different bins in a warehouse and buy and sell from various locations. The Availability per Location window shows information on item availability per inventory location, while transfer orders allow the user to move items between locations.

  • Dynamics 365 for Sales Integration

The Dynamics 365 for Sales Integration functions as a Customer Relationship Management integration. Users can synchronize their data (sales orders, item availability, currencies) between the two apps using the assisted setup function, making for a more seamless lead-to-cash process.

  • Ceridian Payroll

This extension gives users the ability to import payroll transactions from Ceridian HR/Payroll (US) and Ceridian PowerPay (Canada) where payroll data will be imported to G/L accounts and mapped to the payroll account. 

To see more of the new capabilities and updated features, download our free D365 for Financials Demo or Content Pack below.

Download our FREE Microsoft Dynamics 365 Demo       View the Dynamics 365 for Financials Content Pack

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

Download our FREE Microsoft Dynamics 365 Demo

Since its release in late 2016, there has been great interest with Microsoft’s new Dynamics offering – Dynamics 365. The product features Financials, Sales, Customer Service, Field Service, Operations, Project Service Automation and Marketing. We have received the most number of inquiries focusing on the Financials module. In the hopes of addressing the most commonly asked questions regarding the Financials module, WebSan Solutions is offering the Dynamics 365 Content Pack.

The Dynamics 365 for Financials Content Pack serves as a resource for those who wish to learn more about the product. In addition to the Dynamics 365 for Financials page which outlines features of the module and its benefits, the Content Pack provides a space to ask questions and get them answered.

The Content Pack also provides a link to our FAQ document and free trial, how-to videos, and online purchase form should you be interested buying Dynamics 365 for Financials.

Microsoft is still in the process of releasing additional features for Dynamics 365 in Spring 2017. In the meantime, keep posted on our YouTube channel for quick tips on how to navigate the system and for any updates on upcoming new features.

Click here to view the Dynamics 365 for Financials Content Pack

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

Download our FREE Microsoft Dynamics 365 Demo

WebSan Solutions has teamed up with CPA Academy to host the webinar entitled “Microsoft Dynamics 365: Take Your Business Financials to the Next Level” and offer the first CPE-Accredited Microsoft Dynamics 365 course.

Both the webinar and the CPE-accredited course serve to generate greater awareness of Dynamics 365, promote the product’s features and functionality and broaden its reach to those who may be looking for a new ERP software.

CPA Academy has long been a proponent of knowledge sharing and idea exchange through its webinars and self-study courses that focus on the developments relevant to the accounting industry. With this, it became a natural fit to collaborate with the CPA Academy team to host the webinar and the first CPE-accredited Dynamics 365 course.

The webinar focused on providing an overview of Dynamics 365 Financials, show the Exchange and Office 365 integration, feature Power BI and discuss pricing and a demo of the system. On the other hand, the self-study CPE course allows registrants to access the material online 24/7 and study at their own pace.

The webinar was a success reaching around 200 attendees. Those interested can view a free video recording of the webinar here and register for the self-study CPE-accredited course here

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

Thursday, 08 December 2016 00:00

WebSan Solutions Offers Power BI for Dynamics 365 Webinar

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Download our FREE Microsoft Dynamics 365 Demo

On December 15, 2016 at 11:00 AM EST, WebSan Solutions will be offering a free webinar on Power BI for Dynamics 365. The 30-minute webinar will focus on how small businesses can benefit from using the business intelligence tool. In addition, attendees will also see a demo of Power BI’s top features and learn how to create dashboards, reports and analytics.

This webinar is a continuation of our series showcasing the different modules, integrations and features of Dynamics 365. While the first webinar, Dynamics 365 for Small Businesses gave an overview of Dynamics 365 and highlighted the Exchange and Office 365 integration, the upcoming webinar serves to show how Power BI can give a 360-degree view of your business with important metrics and interactive reports. Register today to save your spot!

Click here to register for Power BI webinar

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

Download our FREE Microsoft Dynamics 365 Demo

In light of Microsoft’s recent release of Dynamics 365, WebSan Solutions is offering a free 30-minute webinar to discuss how small businesses can best benefit from the system. The webinar will be held on Thursday, November 17, 2016 at 11:00 AM EST.

The webinar will provide an introduction to Dynamics 365, its modules, top features and functionalities as well as discuss how Dynamics 365 can serve as an all-in-one business solution. The webinar aims to suggest ways on how the system can be tailored to address common needs of small businesses such as managing cash, quickly identifying business trends and opportunities, and reviewing customer payments and the overall health of the business.

Click here to register for Dynamics 365 for Small Businesses Webinar

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

Tuesday, 01 November 2016 00:00

Dynamics 365 is Finally Here

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Consumers today are looking to invest in software that is not only accessible and responsive, but one that is also collaborative, easily accessible and can grow along with your business and its ever-changing needs. Dynamics 365, Microsoft’s latest offering, combines CRM and ERP to provide sales, customer service, field service, operations, financials, marketing and project service automation into a single software package. With a familiar interface and integration with Office 365, this all-in-one solution improves productivity and automates business processes. The solution is now available and you can get our free trial by clicking here.

Our free trial contains sample data and allows you to see the system for yourself, create your own sales documents and set up a bank account. If you’re curious to find out more about Dynamics 365’s features, this blog post covers the differences between Dynamics 365 business and enterprise edition. In addition to outlining the modules, the blog post provides an overview of which edition is best suited for your company.

If you’re ready to purchase or curious about how much Dynamics 365 costs, our pricing page provides information on what each edition includes.

We’re always here to help! Contact us today to find out if Dynamics 365 is the right fit or if any of our other Dynamics solutions can be better suited. For those interested in learning more, register for our free webinar on Dynamics 365 for Small Businesses.

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

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

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