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WebSan Solutions Inc., a silver certified Microsoft Dynamics Partner and the Largest Hosting Provider for Microsoft Dynamics in Canada has been named to the 2015 Microsoft Dynamics President’s Club. This achievement is a direct result of WebSan Solutions Inc.’s outstanding dedication to customer satisfaction through the delivery of innovative business solutions.

The Microsoft Dynamics President’s Club honors high-performing Microsoft Dynamics partners with commitments to customers that are reflected in their business success and growth. This prestigious group represents the top 5 percent of Microsoft Dynamics partners worldwide. Membership is granted based on their continual, committed efforts aimed at offering solutions that meet the needs of their customers.

This acknowledgment came during the Microsoft Worldwide Partner Conference (WPC) 2015, the company’s annual premier partner event, which took place this year in Orlando, Florida. WPC provides Microsoft Corp.’s partner community with the largest opportunity to learn about the company’s road map for the upcoming year, establish connections, share best practices, experience the latest product innovations and learn new skills.

“Each year we recognize and honor Microsoft Dynamics partners from around the world for exemplary performance,” said Neil Holloway, Corporate Vice President, Microsoft Business Solutions Sales & Partners.  “The award-winning partners contribute to the ecosystem and customer businesses alike through their exceptional commitment and expertise.  Microsoft is honored to recognize WebSan Solutions Inc. for their achievements this past year and for their dedication and support of Microsoft Dynamics applications.”

WebSan Solutions Inc. is dedicated to providing customers with the best service and support to accommodate their business needs and further their success, while excelling in customer satisfaction.

With multiple decades of combined experience in the areas of ERP, and IT consulting. We're able to offer guidance and assistance to any sized company, looking to increase profitability by more effectively managing their resources, and improving productivity and efficiency in their operations.

 “We are thrilled to be included in this year’s roster of Microsoft Dynamics President’s Club. This achievement is a testament to our commitment towards providing the highest standard of customer service and delivering top quality solutions for our clients,” said Andrew King, Managing Director of WebSan Solutions Inc.  

2015  presidents club

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

With over 4.4 million users working at 40,000 companies, Microsoft Dynamics CRM has long been used in a variety of sales, marketing and operational functions. For some, Dynamics CRM serves as an out-of-the-box tool to simplify operations, while others use the software to track client feedback, manage schedules and projects, and collect purchase information.

This series of blog posts will profile different customers’ unique approach to using Dynamics CRM and provide real-life examples of how the software is used to help improve business processes.

The first is a company that specializes in managing a loyalty card program and partnering with different retailers to offer students discounts and deals utilizes Dynamics CRM’s Inventory Management. This feature allows the company to use the newly released Rollup fields to create a running total for each product offering that has been sold.

Using the Business Management feature gives the company the ability to populate, change, show or hide a field based on the value of another field. Business Rules enabled the company to dynamically update Quantity on Hand for a product when a replenishment value is entered, while creating a workflow prompts members of the sales team of a reduced Quantity on Hand when a product is sold.

Dynamics CRM continues to benefit the company by giving the sales team a full view of their inventory and manage products on hand.

To find out more about how Dynamics CRM can help your business, download our free interactive demo!

Click here to download our free Dynamics CRM demo

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

View our free webinars Take our free ERP Assessment Download a FREE Demo

With vacation season nearing, the last thing you want to worry about is the state of your company’s ERP system. Switch your focus to enjoying your downtime instead of thinking about a time consuming month end or gaining a competitive edge. A robust, simple, stand-alone ERP solution like Microsoft Dynamics GP allows you to kick back and relax on your vacation time.

Whether you need to manage your staff’s vacation pay by making changes to Payroll, schedule an advanced Distribution, or want access to Electronic Banking, Dynamics GP is a multi-functional system that’s cost effective, and easily caters to your growing business needs. On top of all that, the Human Resources module in Dynamics GP presents the Vacation Calendar option, which gives the user a calendar view that lists employees that have taken time off for each day.

WebSan Solutions’ hosted Dynamics GP offering gives you access and ownership of your data, and eliminates upkeep with software maintenance, upgrades, and back-ups. Compared to an on-premise offering, hosted Dynamics GP also gives you the option of faster deployment. Moreover, it’s one of the most notable accounting and ERP software solutions on the market today!

To learn more about Dynamics GP and to gain access to additional ERP resources, visit our hosted Dynamics GP page! 

Click here to learn more about Hosted Dynamics GP

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

Friday, 19 June 2015 13:28

New Features in Updated Dynamics GP and CRM Demos

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View our free webinars Read more about Hosted Dynamics GP and CRM 

Find out more about WebSan University

WebSan Solutions’ Microsoft Dynamics GP and CRM interactive demos help evaluate the two software’s capabilities within minutes and gives an overview of each system’s look, features and functionality. The demos serve to give a preview of the software before deciding to purchase and insight into the additional functionality for those who have experience using the systems. With over 200 downloads, our demos have given businesses an inside look into what Dynamics GP and CRM can offer.

An updated version of our Dynamics GP and CRM demos are now available. The demos’ interactive functionality allow the user to click through and type in data, making for an engaging experience.

The Dynamics GP demo now features common business issues faced such as poor project management and limited project visibility and addresses how Dynamics GP’s modules and functionality can solve these issues.

The Dynamics CRM demo presents new features available in the newly released CRM 2015 version. The demo gives a sneak peek into Dynamics CRM’s top features including Global Search and Nested Quick Create Forms.

Get started and download our free interactive Dynamics GP and CRM demos to see the systems’ capabilities today! 

Click here to download our free Dynamics GP and CRM demos

 Linz Tan, Web Marketing Assistant, 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

 On Thursday, June 25th, WebSan will present a free webinar to teach attendees how to jumpstart their Marketing efforts using Microsoft Dynamics CRM. The webinar will feature tactics to create and manage Marketing lists, differentiate Quick Campaigns from Campaigns, manage Campaigns from start to finish and use Dashboards to track performance.

The 30-minute webinar will discuss the key components of the Marketing area in CRM, give tips on how to use Marketing lists to create Quick Campaigns, how to manage responses and measure the performance of Marketing efforts.   

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

Register for “Get the 4-1-1 on Dynamics Marketing Webinar” on June 25, 11 AM EST

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

Thursday, 11 June 2015 18:19

New Features in Microsoft Dynamics GP 2015 R2

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View our free webinars Read more about Hosted Dynamics GP Download a FREE Demo

Microsoft Dynamics GP 2015 R2 was released in the beginning of June. Set to target small to mid-sized businesses, the release brought in new functionality that was unavailable in previous releases. Here are some notable features that the release offers:

1. Ability to Display Debits Before Credits

Under the account transaction reporting options, the debit column is now displayed before the credit column by default.  This new feature applies to SmartLists, Excel reports, database tables and views where the reports are based on.

2. Email Capability on All Sales Order Document Formats

For any document format, users now have the email option for all Sales Order documents when printing from the Transaction Entry Window, Print Sales Documents window, and Navigation Lists.

3. Self Service User Tasks

The Self Service user type gives limited access to the system for users who want a more cost effective way to perform tasks such as entering project time and expenses, creating a requisition or entering payroll time. Task and role assignment can now be more efficient as this feature includes Employee Self Service Security Roles that allows the user to filter security tasks for each user type.

4. All in One Document View

Users can now save time searching for information from a purchasing document. The feature allows users to view relating purchasing documents in a single window that can be accessed from the Vendor Maintenance window, Navigation lists and the Home Page. By default, the user’s most recent documents will appear on the window and navigation buttons provide the ability to see the next set of five transactions.

5. Combine General Ledger Inquiry

Inquiry windows have been consolidated in GP 2015 R2’s General Ledger. This feature allows users to view open and historical information within the same window as the Summary Inquiry, Detail Inquiry and Account Summary. Drill-backs and Go-To’s are now displayed in a single window, enabling the user to easily view data instead of having to choose one window over the other. 

Click here to learn more about Microsoft Dynamics GP and WebSan's GP offerings!

 

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

View our free webinars Read more about Hosted Dynamics GP Download a FREE Demo

When evaluating an ERP software and choosing a partner that will provide implementation, it’s important to consider how well both can support your organization’s needs. Along with our ERP Assessment, which measures how well an organization is optimizing their ERP software, WebSan’s ERP Whitepaper is a valuable resource that will give insight into ways an organization can benefit from a new ERP system.

The “27 Powerful Questions to Ask ERP Providers Whitepaper” addresses a variety of topics, including possible business opportunities, security and risk, implementation, training and support and scalability. The different sections of the ERP Whitepaper aim to provide information that will give an overview of the ERP software, data ownership, additional resources, tech support, and system updates.  

Download our free ERP Whitepaper and learn how you can improve efficiency and make better business decisions with the right ERP software. When you download our free ERP Whitepaper, you can take our free ERP Assessment and gain access to our Microsoft Dynamics GP and CRM demos! 

Click here to download our free ERP Whitepaper!

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