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

With the recent release of Dynamics CRM 2015, Microsoft has introduced calculated fields in Dynamics CRM. Calculated fields allow you to define the value of a field using calculations operators or functions. You no longer need a developer on hand to write code, you can now create calculated fields using the CRM user interface. For example, a salesperson might want to automatically apply a discount based on an order greater than “X” dollars. The calculated field would be able to change the value using basic math operations or conditional operations.

Here is an example of a calculated field:

Order Total = ((quantity*unitprice) – ((quantity*unitprice) *Discount%/100)) + ((quantity*unitprice) – ((quantity*unitprice) *Discount%/100) *Tax%/100)

Here are some fields that are considered calculated fields:

  •           Weighted Revenue: Estimated revenue multiplied by probability
  •           Net Worth: Assets subtracted from the liabilities for a given account
  •          Follow Up By: Follow up on an activity by a specified number of days based on priority

crm - calculated fields

The type of mathematic operations that you could use are:

  •          = (Equal)
  •          + (Plus)
  •          (Minus)
  •           / (Divide)
  •          * (Multiply)

String Functions are :

CONCAT – Add singular lines of text together. It can be fields or actual lines of Text. If it is an actual line of text, then the text will need to be encased with double quotes.

TRIMLEFT – takes a single line of text and trims the number of characters starting from the left and working its way to the right.

TRIMRIGHT - takes a single line of text and trims the number of characters starting on the right and working its way to the left.

DateTime Functions are

ADDHOURS – Add/Subtract Hours from given Date Value.

ADDDAYS - Add/Subtract Days from given Date Value.

ADDWEEKS – Add/Subtract Weeks from given Date Value.

ADDMONTHS – Add/Subtract Months from given Date Value.

ADDYEARS – Add/Subtract Years from given Date Value.

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

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

 Microsoft Dynamics CRM is set to see a substantial update this spring, with the release of Carina. This will serve as the first major update to the new CRM 2015.  Although an exact date for its release is yet to be determined, CRM users and partners are abuzz with the features and added functionality that Carina promises. Here are some notable features that can be expected:

1. Enhanced Excel Integration

The new update will allow Excel users to open their data in spreadsheets within CRM. This serves as a valuable feature for quick visibility and analysis of data, and eliminates any compatibility issues that may arise should you have a different version of Excel installed.

2. OneNote Online Integration

Users can now take notes, create voice memos, capture photos and clip web pages from any mobile device (such as iPads or Android phones) and attach them to CRM using OneNote.

3. Improved Mobile Capabilities

Users can expect a more consistent experience across different interfaces, whether on desktops, tablets or mobile phones. Charts and graphs can also be viewed and edited on mobile phones.

4. Customizable Themes

CRM now offers a feature where themes can be customized to match a specific company’s colour scheme or branding. Users can customize themes other than the ones offered on CRM by utilizing the theme builder form to create themes using HTML codes. This new feature also allows for custom logos to be easily added into the overall look of the theme.

5. New Navigation = Better User Interface

Expect less time devoted to scrolling with CRM’s quicker navigational interface. Carina features a more stack-focused interface where sub-menus can easily be viewed and users can access more information at a glance. 

To learn more about CRM 2015’s new features, register for our upcoming webinar! 

 Register for Dynamics CRM 2015 webinar 

 

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

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WebSan Solutions, the largest Canadian Cloud Dynamics partner, offers users the ability to access Dynamics GP on a tablet. Customers now have an alternative way to access and create accounting transactions, without having to log in through their desktop computers.

“We see this as a natural extension of our Cloud Dynamics offerings. No other partner has made the commitment that WebSan has to provide this much flexibility to our customers,” says Andrew King, Managing Director of WebSan Solutions.

As long as there’s an active Internet connection, users would be able to use all of the capabilities of Dynamics GP, which also includes exporting SmartLists to Microsoft Excel with ease. WebSan’s Cloud Dynamics GP solution  allows users to quickly and securely access Dynamics on-the-go using Android, iOS and Windows devices.

An element that makes Dynamics GP on a tablet even more valuable is the feature that lets users print and email documents (i.e. Invoices) on the fly.

The ability to provide access to critical financial information to executives on devices other than a computer is important to a business. Get the insight you need to manage your business and improve the decision-making process by making it portable. 

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

Thursday, 02 April 2015 18:42

Customize your Menu Bar in Microsoft Dynamics GP 2013

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The menu bar in Microsoft Dynamics GP helps a user to easily manoeuvre around Great Plains. To optimize this feature, you can benefit from modifying and adding commonly used buttons in the menu bar. You can add buttons that fall under a variety of categories such as Financial, Sales, Purchasing, Inventory and Manufacturing.

In the menu bar, right click to add buttons:

customize menu bar GP - 1

Users are not limited to the default buttons presented in Great Plains. Buttons can be customized depending on the features that your business will need. 

customize menu bar GP - 2

To customize a button, right click on “Customize,” then choose the “Main” option and click “Add” to follow along the menu path to select which button you’d like to add. 

customize menu bar GP - 3

To learn more about Microsoft Dynamics GP’s capabilities, download our FREE interactive demo!

 Download our FREE Dynamics GP Interactive Demo 

 

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

Wednesday, 25 March 2015 13:55

Month End in Microsoft Dynamics GP

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There are many articles that can be found detailing year-end processes in GP, but what about your month-end processes?  Dynamics GP uses a ‘soft’ close concept wherein periods are not required to be closed.  Further, periods can be reopened if needed.  However, performing a month-end is critical to ensuring you can move forward within your system without any fear of inaccuracies.

Prior to performing any special or unfamiliar processes, it is always recommended that users have a proper backup of the system.  Your system administrator should ensure backups are regularly scheduled and available if needed. 

It is recommended that the month-end process start with the POP and SOP modules.  One can think of both of these modules as feeder modules to Payables, Receivables, Fixed Assets, Bank Reconciliation and the General Ledger.  In these modules, you should ensure all batches are posted within Series Post.  Ensure all Customer Orders, Vendor Receipts and everything in between are posted.  Further, within Purchasing, one should print the Received Not Invoiced report via Reports > Analysis.  This report should tie to your accrued purchases. 

Once the above are reconciled, one should move onto the Payables and Receivables module.  For each, users should ensure all documents are properly applied, especially if multiple currencies are in use, as this will affect realized gain and loss entries.  Users can check for unapplied documents by navigating to Sales > Reports > Analysis > Unapplied Documents Report.  Further, users should also run the Reconcile to GL option within Financials in order to ensure these subledgers and GL match.  The same routine should be performed for the Inventory module.

Once all subsidiary modules are complete, uses should close out the Financial modules.  First, users should complete bank reconciliation and reconcile the Bank to the GL via the associated Financial Routine.  Users can then move onto closing the Fixed Assets module.  Remember to ensure Payables are closed prior to processing anything in Fixed Assets given the Payables feeds the Fixed Assets module.  Within Fixed Assets, users need to double check that all additions and retirements are posted.  Depreciation will need to be run and all related GL processes complete. 

Within the General Ledger itself, all accruals should be posted.  Only recurring batches should be left in your Series Post after the necessary transactions have been posted.  The General Ledger will always be the last module to close. 

Once all of the above are closed, users should mark the period as closed within the Fiscal Period Setup window in GP. 

All of the above should be repeated at the end of each period.  Given these are repeated processes, users should consider adding them to a Checklist within GP.

One last item for users to remember when closing the month is that transactions for a new period can be posted without closing out the prior period. 

Adam MacIntosh, Manager of Client Services with WebSan Solutions Inc., a Microsoft Dynamics Partner firm.

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Businesses looking for a Hosted Dynamics CRM solution are driven by key needs that include: Integration with third party marketing automation software, a holistic view of each customer on the go, and a need to increase productivity without increasing costs.

So what makes Dynamics CRM stand out from the rest? Here are a few reasons why Dynamics CRM is right for your business:

  • Focuses on critical factors for building long- term customer relationships, such as Sales Automation, Customer Service and Marketing Excellence.
  • Familiar Microsoft interface that makes the system easy to use.
  • Native Microsoft Outlook client and embedded Microsoft Office features.
  • Access anywhere, anytime, using a web browser, a tablet or directly within Microsoft Office Outlook.
  • Customization options allow the system to adapt to your business needs and then continue to grow along with your organization.
  • Automation features, such as workflows, increase your employees' productivity and reduce errors.

If you are interested in viewing Microsoft Dynamics CRM in action, download our free interactive demo!

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

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On February 19th, WebSan introduced a new webinar series to put a spotlight on the Manufacturing module of Microsoft Dynamics GP. Part one focused on Manufacturing concepts, where attendees learned basic Manufacturing terms and were given tips to help make implementation successful. The webinar was well-received and generated good feedback from the attendees. Part two of the Manufacturing webinar series offers a look into the Items and Bill of Materials (BOMs) module and includes a discussion of item classes, position numbers, Manufacturing accounts, BOMs entry and inquiries.

The Manufacturing module has been one of our most popular webinar series, so register below and take advantage of this free webinar!  

Register for Part 2-Items and Bill of Materials on Mar. 26, 11 AM EST

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