How To Create a Lead in Dynamics 365 for Sales
Leads are generated through many different sources, and it can be hard to keep track of them all. To be qualified or disqualified as a future sale a lead must go through the sales process. Dynamics 365 for Sales makes it easier to monitor leads and automate parts of the follow-up process. Get started by learning how to add a lead into Dynamics 365 for Sales.
1.Login to your Dynamics 365 for Sales System
2. Ensure that your Dynamics 365 for Sales dashboard has the sales module open. On the right-hand side, under the sales header, click on Leads.
3. After the leads screen has loaded, on the top navigation pane, click on the +New button.
4. To create a lead, start by filling in the appropriate fields. Start with the lead’s contact and company information. It’s only mandatory to add the topic and the last name on the lead record. The lead can be updated later with the other information if needed.
5. After saving the lead record, the timeline section will be editable. Notes can be added to the record. Click on the Add Note button to save the note.
Dynamics NAV to Business Central: Should you upgrade?
Are you currently using Dynamics NAV and considering switching to Business Central? Get started today by learning the different steps needed in order to have a successful migration. Join the webinar and learn about switching from Dynamics NAV to Business Central:
• What is involved in a NAV -> BC migration project
• What does the timeline look like?
• What are the typical challenges and pitfalls to avoid?
• How much does it cost?
Date: Wednesday November 20, 2019
Time: 2:00PM - 3:00PM EST
Dynamics 365 Unified Interface: Are you ready?
Hold on to your hats because the Unified Interface for D365 is taking us on an exciting and wild ride of new layouts, features, and functionality. If you have not heard the standard web interface of D365 will soon be a thing of the past and will be replaced with the Unified Interface, providing Users across all devices the exact same experience.
Join us for this free webinar which will cover the following topics:
- What is the Unified Interface
- Changes to Navigation, Forms, and Business Process Flows
- New Features being introduced which are only available on the Unified Interface
Date: Thursday December 5, 2019
Time: 11:00AM - 12:00PM EST
Business Central October 2019 Update: The new features that matter!
Microsoft has just launched the newest updates for the 2019 wave 2 plan release. It’s important to stay current, so your company can best choose how to utilize these updates. Get in the know today, join our webinar, as we discuss how these updates will impact your business! In this webinar we’ll be discussing the following features:
- SmartList Designer
- Adjusting Columns
- Multi-Window Capabilities
- and so much more!
Date: Thursday, October 24, 2019
Time: 2:00PM - 3:00PM EST
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.
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).