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Thursday, 14 May 2020 16:58

Jobs 105: Billing and WIP

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Jobs 105: Billing and Expenses

The Business Central Jobs Webinar Series has already covered a wide range of features. Some of these include tasks, planning lines, time, expenses, inventory, and purchase transactions. The fifth installment of this series will be covering Billing and Work in Process (WIP). Using WIP will help users determine the financial value of an on-going job. The costs and sales of this job can be calculated, invoiced, then posted into the general ledger. Join the Jobs 105 Webinar: Billing and WIP to learn more about the following:

• Deep dive into Invoicing for Jobs
• How WIP is calculated for various WIP Methods
• How Deferred Revenue, WIP, Actual Costs and Earned Revenue are calculated


Date: Thursday May 28, 2020
Time: 2:00PM - 3:00PM EST

Click Here to Sign Up for the Webinar Today!

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.

 

Click Here to View the WebSan University Catalogue


Jobs 104: Timesheets, Expenses and Requisitions in Business Central

The Jobs Module is a critical module for any Project Manager. Without the Jobs module, the Project Manager would not know how to pay employees, manage expenses or monitor the budget. This webinar will show you how to get the highest level of productivity in Jobs module by using the Moniroo® Time Management, Expenses and Purchase Requisitions App. These apps integrate directly into Business Central and can have employees submit timesheets, input expenses and many other PSA functions. Join the webinar to learn more about the following:

• Timesheets
• Expenses
• Purchase Requisitions


Date: Thursday April 30, 2020
Time: 2:00PM - 3:00PM EST

Click Here to Sign Up for the Webinar Today!

Message from our President,

As the impact of COVID-19 increases across the globe, I wanted to explain the steps we’re taking to ensure continuity of customer service during the coming weeks.We aim to maintain the level of service that our customers expect from WebSan, as well as ensure that we keep our people safe. Additionally, we want to make sure our offices aren't helping to spread the virus.We’ve taken several steps to minimize the disruption over the coming period including restricting business travel, encouraging best hygiene practices and ensuring that people across all areas of our business are set up to work from outside the office.

Fortunately, we are a global business that is experienced in working with our customers remotely, over the phone or email, rather than in person, and as a result, we expect little disruption to your experience with us. We’ve built a business over the last 20 years that largely interacts with customers virtually – whether to implement our products, get support or get any assistance you might need from WebSan.

Like many organizations, we have had to change some of our plans. We won’t be running some of the face-to-face events that we had planned for the coming months, nor entertain onsite meetings, instead were using virtual events so our customers can still get access to resources and hear from our teams. This is a worrying time for everyone, but we hope with these measures in place that WebSan can be a company you can rely on during this pandemic.

Thank you for using WebSan.

Neal Santin,
President and Chief Technology Officer


 What we’re doing to help businesses during the COVID-19 crisis.

We understand that we’re in unprecedented times and many businesses are operating remotely for the time being.

During these times of self-isolation or working from home, is one of the most important factors that will help our economy weather the turbulent months ahead.

WebSan Solutions wants to help businesses who are currently being affected by COVID-19. As a supportive measure against COVID-19, we are offering the following deals:

  •         10% off your Office 365 licenses that will last a total of six months
  •         20% off all WebSan University courses by using the offer code: COVID
  •         Free 1 Hr Assessment to discuss moving GP to the cloud

Contact us to take advantage of any of these offers.

What Microsoft is doing to help deal with the COVID-19 crisis.

Microsoft has created a crisis communication app. The Crisis Communication app provides a user-friendly experience to connect users with information about a crisis. Quickly get updates on internal company news, get answers to frequently asked questions, and get access to important information like links and emergency contacts.

Learn more here: https://docs.microsoft.com/en-ca/powerapps/maker/canvas-apps/sample-crisis-communication-app

Resources and support for our global customers impacted by COVID-19

Over the past weeks, Microsoft has mobilized global teams to support communities and organizations affected by the COVID-19 crisis. The Microsoft Dynamics 365 and Microsoft Power Platform teams are working closely with organizations on the front lines of the crisis—including governments, healthcare providers, nonprofits, and schools and universities.

Learn more here: https://cloudblogs.microsoft.com/dynamics365/bdm/2020/03/26/resources-and-support-for-our-global-customers-impacted-by-covid-19/

Jobs 103: Setting up a Job in Business Central

Project Managers that are currently using Business Central should register for this webinar! Join the Dynamics 365 Business Central Jobs Webinar Series, Jobs 103: Setting up a Job in Business Central. This webinar will be taking a deep dive into the actual project setup. The webinar will be going into great depth about the different variables and settings that are available right out of the box. Learn a few practical applications that any Project Manager can apply to their business. This webinar will be taking place on Thursday March 26, 2020, and demonstrating the following:

• Best practices for project setup (time/materials and fixed fee)
• Setting up WSB elements and task breakdowns for best reporting
• Impact of planning lines setup on budget, costs and revenue

Date: Thursday March 26, 2020
Time: 2:00PM - 3:00PM EST

Click Here to Sign Up for the Webinar Today!

 

HOW TO UPLOAD BUSINESS CARDS INTO DYNAMICS 365 FOR SALES

The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead into the system. It’s also common for prospects to provide their business cards which can get lost or misplaced amongst other piles of paperwork. With the help of Dynamics 365 for Sales a Business Card can be added into the Dynamics 365 for Sales for safe keeping. Follow the steps below to add a business card into the profile or a new lead or a new contact.

1. Ensure that you’ve been assigned the Common Data Service User role.

2. Login to the Dynamics 365 for Sales environment. 

3. Click on the Quick Add Button on the top right navigation pane and click on Lead or Contact.

4. Once the Quick Create pop-up appears click on the Scan Business Card button.


5. If you are accessing Dynamics 365 for Sales using the web browser it will ask you to upload an image of the business card.

6. Select the business card you want to add into the system and then fill in all the missing information. Don’t forget that the only two *REQUIRED fields to create a lead are the Topic and Last Name in order to create a lead. All the other fields can be edited at a later date. Once you’ve filled in all the required information click on Save and Close.
 

7. So now if we go into our Leads on the right-hand side navigation pane, we can see that the lead has been added into Dynamics 365 for Sales. 



8. If you open the newly added lead and scroll all the way down to the bottom of the profile that is where the Business Card is being stored.

 

Click Here to View all of the Dynamics 365 for Sales Courses!

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Jobs 102: Key Concepts and Setup Procedures in Business Central

Join us for the second part of the Jobs webinar series “Jobs 102: Key Concepts and Setup Procedures in Business Central.” In this webinar, we’ll be showing you how to set up the Jobs Module in Business Central. Learn about the key concepts needed in order to set up the jobs module such as:

• Jobs setup and configuration
• Job card options for different project types
• Different transactions that affect job costs

Date: Thursday March 5, 2020
Time: 2:00PM - 3:00PM EST

Click Here to Sign Up for the Webinar Today!