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
Transition to Cloud Dynamics GP
Dynamics GP is a mature and robust ERP solution. However, over time, many clients have grown tired of maintaining servers, performing upgrades, etc. These clients are content on the system and have no reason to find another ERP platform. These clients will often transition their existing Dynamics GP environment to the cloud. WebSan is currently the largest cloud Dynamics GP partner in the country, providing hosting services for many organizations, large and small. We have a standard migration process to seamlessly transition your Dynamics GP environment to the cloud.
In the cloud, customers benefit from complimentary upgrades and backups. Security is also administered on a complimentary basis. Further, our full suite of services allows users to expand into areas of automation such as EDI or other integrations, opening up many possibilities that do not exist today. Further, upgraded environments allow customers to take advantage of Power BI & workflows capabilities that Microsoft has recently deployed.
This is a feature that allows you to connect your Dynamics GP on-premise data to the cloud through Dynamics 365 Business Central. This option is great for those clients that want to leverage cloud technologies while maintaining their software in on-premise. This has been a focus on Microsoft over the past year as users start to leverage the Power Platform. The Intelligent Edge allows customers to bridge between their current system and Dynamics 365 Business Central by bringing data into D365. Data is synchronized in the Intelligent Cloud on Azure. Data can then be used with all of D365’s built-in capabilities such as AI, Machine Learning, data storage through the Common Data Service, and the Power Platform (Power Apps, Flow, Power BI).
This is great for those looking to leverage cloud solutions but not ready to transition their Dynamics GP environment.
Implement Dynamics 365 Business Central
A comprehensive ERP, D365 is ever-expanding its abilities. Dynamics 365 Business Central allows a for a single solution to run your business. It seamlessly connects to other Dynamic 365 applications, such as retail, field service, CRM, etc. This is design for those looking to fully transition to the cloud as all data is stored on Azure.
WebSan offers fixed fee implementation plans for clients looking to make this transition (see http://www.websan.com/solutions/microsoft-dynamics-365-business-central).
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
Here at WebSan Solutions, we’ve had a lot of hands-on experience when it comes to implementing Microsoft Dynamics Software. From our experience, we’ve gathered five major problems a company would want to avoid in order to succeed in implementing Business Central.
1. Don’t have the IT department and leadership executives make all the buying decisions. Include other employees that will be actively using Business Central from the finance, operations, manufacturing and warehouse departments. They can provide constructive feedback to make Business Central work best with your current business processes.
2. Give yourself time in the implementation process to go from the decision-making phase to the launch phase. If this process gets rushed, there's a high chance that the project won't be successful. Try implementing Business Central in smaller stages. Rushing the process would only create a lot of unnecessary problems and make employees feel overwhelmed.
3. Implementations, especially the more complex ones, can take up to half a year to be completed. Best practices would indicate that you need to come up with a plan. Putting a plan into effect will set the stage for where the business is headed, reduce any employee confusion and avoid running into problems.
4. If you don't invest in employee training, there's a risk of disrupting the implementation process. The process of upgrading to Business Central can be a frustrating time for employees. Keeping open communication about the implementation status and providing a substantial amount of training creates more involved employees. Make your employees feel more involved with this process and become more well-rounded when it comes to using Business Central.
5. Many companies neglect the importance of testing the newly installed software before the go-live date. Your employees need to test out Business Central before the go-live so they can bring attention to any technical problems and if everything is in working order. By missing this part of the implementation process, the system might not be ready for go-live and could result in an unsuccessful launch.
When it comes to implementing Business Central, there needs to be a plan put into place. If you avoid the five major problems listed above, your business will strive towards a successful implementation.
In order to use the manufacturing module, you need to a Business Central premium license. The manufacturing module will help shorten the time it takes to create BOMs, routings, work centers, and machine centers. In this new era of digital manufacturing, it forces businesses to work quicker and smarter to beat out the competition. By utilizing this module in Business Central your company gains the competitive advantage of creating more goods in a more efficient manner.
1. Managing Inventory
When using the manufacturing module in Business Central, your company will be able to better manage inventory. Within seconds, a list can be displayed with all the different items that are in stock. It will show whether the item is currently in stock, how many are on hand and how many are on order.
2. Integrate Your Business Processes
One of the biggest benefits of using the manufacturing module is having all the data in one place. Production managers can make updates instantly to keep the system up-to-date with all its inventory. Users working in the front and in the back office will have access to the same information creating a more harmonized work dynamic.
3. Unify Production Data
Another one of the biggest benefits of using the manufacturing module in Business Central is analytics. This goes beyond just knowing what is in stock and what needs to order but analyzing trends within your business. Such trends can be spotted in the supply chain, production process, inventory management, sales, profit margins, and even customer behavior.
4. Improved Product Quality
The customer’s expectations for product quality is higher than it has ever been before. Using the manufacturing module will make it easier for production managers to meet these growing standards. Having a system in place that provides traceability and tracking enables a company to monitor the quality status of all its centers and products. This will provide real-time reports on machines, components, stations, shifts, and even operators that were involved in the production. Production Managers can then ensure only the best quality products are being sent out to customers.
5. Decreased Production Time
Innovative businesses who use the manufacturing module in Business Central can optimize assembly time. The module will make a more efficient process by decreasing the overall creation time and cost of each product. Tools are available to take a customer’s order on-the-spot and list any alterations that need to be made. Once the production manager receives this order it can be finalized and then sent into production. There is no need for days or weeks of back and forth emails which can delay the cycle time of an item. By lessening the time-to-market process, companies can save time and money and allocate these resources elsewhere.
Being able to manage inventory, collect data, improve product quality, and decrease production time creates a stronger competitive advantage. Want to learn more about the manufacturing module for Microsoft Dynamics 365 Business Central? Click Here to register for our Business Central manufacturing courses at WebSan University for free and learn about all the different modules available to create a successful production.
Dynamics 365 Business Central Manufacturing Series Part II: Manufacturing Orders.
This new Manufacturing Webinar Series will provide you with an in-depth view of the extensive functionality contained within the Microsoft Dynamics 365 Business Central Manufacturing Module. Besides learning the functionality, you will also learn tips and techniques that will help make your implementation successful.
Topics of focus include:
•Routings and BOMs
•Production Orders and Statuses
•Produce Finished Products
•Reporting for Variance Analysis
•Consume Components and Charge Labour to Production (Data Collection)
Date: Wednesday March 27, 2019
Time: 2:00PM EST – 3:00PM EST
Microsoft Power BI can help company owners take a closer look into their business using stunning dashboards and visuals. They can also be optimized to locate and display only the most critical data. This data can then be used by company owners to review and streamline their business processes wherever it may be needed.
There are a large variety of data sources that connect to Power BI, and the list is continuously being updated. This data can then be altered and placed as a visual, measured or calculated column and then is added to a dashboard. It’s possible to share this information with colleagues at work by granting them access right from within Power BI.
These are six main components that make Power BI into such a strong and powerful tool.
Power Query: Importing and formatting the Data
The Power Query allows you to import data from sources such as SQL Server, Oracle, MySQL, DB2, and the list goes on. It can also extract data from multiple file formats such as CSV, Text, and Excel. The imported data can be formatted by adding columns, charts or any other visuals onto the dashboard.
Power Pivot: Relationship Creating Tool
Relationships can be created using the Power Pivot function inside Power BI. Power Pivot is a powerful tool used to review data and create visual data models. To link tables together, Power Pivot can analyze the databases and see if the tables have any matching data inside. This function also allows the user to create calculations using the data, such as a calculated column or a measurement.
Power View: Data Visualization Tool
Power View is used to transform the data into interactive charts, graphs, maps, and other visuals. These visuals will only display the most important data since the data can be filtered using Filter Panes, slicers, and cross-filters.
Power Map: 3D Geospatial tool
The Power Map feature is used to create charts for Geospatial data into a 3D visual. Using the Geospatial users can display a metric visually on a map using visuals or even a heatmap. The maps are connected to Bing and are constantly refreshing to display real-time data.
Power Q&A: Answering and Question search engine
Users can ask the Q&A any questions regarding the data and get the quickest answers. Make sure to use natural language that the system would understand such as “Number of Products by Location.” Click Here for a list of words and terminology that Power BI Q&A recognizes.
Microsoft Power BI has six main components that make it such a powerful tool. It has become one of the most popular programs amongst small business owners to analyze their data. Watch this “Power BI 101 Webinar” video that goes beyond just the fundamentals of Power BI. This video will demonstrate how to create a dashboard using Power BI.