Microsoft recently released a ton of new financials, distribution, human resources & payroll and system enhancements in their recent October release of Microsoft Dynamics GP. One of the most anticipated features is being able to schedule check links. Users can now set up a schedule to run check links outside of regular business hours. Users will be able to run the processes without having to select the Check Links process manually.
This process uses Report Scheduler setup and functionality as long as Microsoft Dynamics GP is open, and you’re logged into the correct company. To learn more about this feature, click here: https://docs.microsoft.com/en-us/dynamics-gp/whats-new/schedule-check-links
Dynamics GP Migration to Business Central – is now the time?
This month's webinar will be about the number one most asked question regarding Dynamics GP. Is this the right time to move your data to the cloud? This webinar is for companies that currently have GP but are looking for a cloud solution and would like to know more about the Dynamics GP to Business Central migration process. Join this webinar to learn about the following:
● What is the future of Dynamics GP look like?
● Is it time to move to Business Central?
● What is involved in a migration to Business Central?
● What's the cost?
- Migration Services
Date: Wednesday September 23, 2020
Time: 1:00PM - 1:30PM EST
Top 10 Tips and Tricks for Dynamics 365 Business Central
This month's webinar is titled the "Top 10 Tips and Tricks for Dynamics 365 Business Central." Any business owner who uses Business Central won't want to miss this webinar! Learn from the pros as take a deep dive into the heart of Business Central. Watch as they demonstrate the top 10 tips and tricks that all businesses should be utilizing! Join this webinar to learn more about some tips such as:
● Multi-company access made easy
● Personalizing the system (custom fields, columns)
● Saving filtered list views
● and more
Date: Wednesday August 26, 2020
Time: 1:00PM - 1:30PM EST
How to Select a Marketing Automation Solution for Microsoft Dynamics 365
Companies of all shapes and sizes have one thing in common: a marketing department. The marketing mangers who run these departments all agree on the importance of a Marketing Automation Solution. One of the more popular marketing automation solutions that is available is Click Dimensions. Any company using Dynamics 365 for Sales (CRM) will be able to ingrate with Click Dimensions seamlessly. Join this webinar to learn more about how Click Dimensions can strengthen your marketing processes. Register for this webinar to learn more about the additional marketing features that come with this software. In this webinar the following topics will be covered:
● What is marketing automation?
● Why is marketing automation important today?
● Selecting the right marketing automation solution
Date: Wednesday August 12, 2020
Time: 2:00PM - 2:45PM
Become a Microsoft Dynamics Expert During Self-Isolation
During this global pandemic, a lot of businesses had to close their doors. To properly enforce social distancing, these companies had to stop running their businesses. The most interesting trend that has emerged from this pandemic is the importance of cloud innovation. Microsoft has always been one of the leading competitors of technological advancement. Microsoft Teams for example has led the way as one of the top platforms being used during this time of social distancing.
One way to become a Microsoft Dynamics Expert during self-isolation is to do online training. WebSan University has over 85+ courses available for multiple Microsoft Dynamics products. These products include Dynamics 365 for Sales, Dynamics GP and Business Central. Take a course on a module, or even a product that you've never used before. Right now, is the perfect time to learn something new that will help you advance as a Microsoft Dynamics Expert. This would also be a great time to get a refresher on one of the modules that you've previously worked with.
It's important as a Microsoft Dynamics Expert to be comfortable talking about all the different products and modules. You never know when someone may ask your opinion or help on something. While in self-isolation, it's important to continue networking and connect with as many people as possible. Start by choosing a social media platform and joining the Microsoft Dynamics group that is available. These groups are filled with Microsoft Dynamics experts such as yourself. Joining these communities will ensure that you get the latest industry news and can connect with other professionals. It would also be perfect for updating your social media platforms and for making sure everything is up to date and looks professional.
By following the steps that we provided, this will ensure that your career development does not get put on hold. This global pandemic is going to force everyone to be as innovative as Microsoft. Get started today by registering for some Microsoft Dynamics courses from WebSan University. These courses are available online and done in video format. Use the promo-code TWENTY to get 20% off of your first course.
Register for the final webinar in the 8-part manufacturing series. Business Central has many built-in reports available that cater to the manufacturing industry. It’s also capable of connecting data into Power BI which can be displayed on an interactive dashboard. Register for the webinar to learn more about:
● Variance Analysis for Production Orders
● Status of Released Production Orders
● Capacity Utilization and Availability
● Power BI Production Dashboard
Date: Wednesday September 25, 2019
Time: 2:00 PM - 3:00 PM EST
Spoofing emails are emails that look like they come from someone legitimate or from a well-known corporation. The most common spoofing emails is known as a whaling email, which is set up to be sent from a high-value target. Attackers will spend a lot of time on social media, discovering who is the CFO, CEO, or CIO of the company. An example of a spoofing email: Your CEO is requesting money or items be purchased through irregular channels. Luckily, there are ways to identify these and how to delete them.
1. Always check with the sender by phone call if you are unsure if they sent it. Take no action until you can verbally confirm that this is a legitimate email.
2. Look closely at the from address:
a. It may be spelled closely, but not exactly correct.
b. It may be from a domain that doesn't make sense the way it is spelled:
i. gogle.com instead of google.com.
3. The tasks in the email seem inconsistent with the personality or position held by the person it is said to be from.
Attackers are great at creating scenarios where the employee feels a sense of urgency or fear of consequences. Tools such as Microsoft 365 has advanced threat protection in place to help spot if a spoofing email has been sent to your inbox. Start protecting yourself and your business from spoofing emails by installing Microsoft 365. Want to learn more about how Microsoft 365 can benefit your business? Click the link below to read about the features and benefits.
Standard costing is an estimate of how much it's going to cost to produce a product. Business Central makes it easy to monitor and adjust the standard and actual cost of producing a product. Companies will be able to locate any variances between the standard and actual costing. Register for our webinar and learn how to:
● Overview of Standard Costing and Actually (FIFO)
● Differences Between Standard Costing and Actually (FIFO) Costing
● Variance Reporting
Date: Wednesday August 21, 2019
Time: 2:00PM - 3:00PM EST
Project Types in Microsoft Dynamics GP
The Project Accounting module in Dynamics GP is a very robust application enabling users to monitor the financial results of a project. One of the best features with this module is that it ties in with all the other modules within Dynamics GP. Therefore, if an invoice needs to be posted it can be done in the same system. For a company to use the Project Accounting module correctly it must first understand its current project structure and what is required in terms of KPI’s and reporting. Once this has been decided the company will have to choose the project type to use for this project. There are three types of projects in Dynamics GP:
Cost Plus – Customer pays for the actual project cost plus an added margin percentage
Fixed Price – Customer pays a fixed fee for the project
Time and Materials – Customer is billed for all costs that are incurred on a project
Watch this FREE 5-minute video reviewing the three different project types in much more depth.
That was a detailed breakdown of the different kinds of projects that are available inside Dynamics GP. The projecting accounting module offers a lot of features that would require some training to learn everything. WebSan University offers a 7-part series for Project Accounting in Dynamics GP. This can be completed at your own pace, there’s no need to spend thousands of dollars hiring consultants. The courses are available online and are done in an instructional video format. Each video is only an hour long and provides a deep dive into how to navigate the system. The 7-part series for Project Accounting is available for $50 and use the promo code SAVEONPA to receive a 20% off the series.
Microsoft Office 365 requires employees to use their username and password in order to log in. However, a common issue that you might come across is people forgetting their passwords. When this occurs, Office 365 admins have privileges to reset the password. To begin resetting a password, follow the steps below:
1. From the Microsoft 365 Admin Center
a. Look for the Active users" tile.
b. Select "Reset a password"
i. A side window will open and from there you can search for users for which you need to change their password, or you can scroll down the list of users.
1. From that list you need to click the check-box beside the user(s) who need a password change.
a. You can choose one or multiple users for resetting passwords
b. Your own password can not be changed with multiple selections
2. The next side window to appear will show you who has been selected and present you with the option to Auto-generate a password of all the manual creation of one.
a. You can choose the check box to make the user change their password when they next sign in. If it is unchecked, then the password will remain the same until the user changes it themselves.
3. Click the "Reset" button and the next window will show success of the password reset(s).
4. There is also a choice to send an email to a specified email address with the password. This is optional.
Microsoft Office 365 makes it easier than ever to manage users from the Admin Center. Want to find out how Office 365 can help your company? Click the link below to learn more about the features available in Office 365.