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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

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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

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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

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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

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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.

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