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. 

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:

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. 

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. 

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

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.

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

An Enterprise Resource Planning (ERP) system helps integrate processes which are essential to a business, including accounting, inventory, order management, human resources, and Customer Relationship Management (CRM). Today, an increasing number of both big and small to mid-sized organizations use ERP software to help streamline processes and information across the organization and integrate these functions into a single, complete system.

Software Advice, a trusted resource and advisory firm for software buyers recently conducted a study that analyzed the purchasing behaviour and implementation concerns of 250 prospective ERP software buyers. The study reveals that 54 percent of current ERP users are dissatisfied with their systems’ integration capabilities—this is one of the main reasons why many are seeking out a new ERP system.

ERP Implementation and Support

The study notes that 24 percent of buyers want to replace their current ERP software due to a lack of technical support. Forrest Burnson, the study’s main researcher, says, "It's critical for firms to carefully assess how capable they are in selecting and implementing a new ERP system. All too often there is a disconnect between a firm's expectations and what the vendor will actually provide in terms of implementation services and continued support. As ERP systems are significant investments, it is wise for prospective buyers to seek the help of a third party consulting firm if they're unable to do all of the due diligence in-house to ensure that the selection and implementation processes go smoothly.”

What WebSan Solutions Can Offer 

Microsoft Dynamics CRM is a fast, flexible and reliable CRM solution that helps manage customer information across different functions such as Marketing, Sales and Service. Here are the top 5 ways Microsoft Dynamics CRM can benefit your business:

1.Integration with Microsoft Office and Office Outlook

Microsoft Dynamics CRM easily integrates with tools like Microsoft Word, Excel and Office Outlook. With the system’s familiar and user-friendly interface, employees can efficiently pull information and gain quick access to the data they need.

2. Adaptable Dashboards

The dashboards feature adapts to job functions and each user’s preferences providing a real-time, overall view of business areas from lead generation, pre-sale to customer service. Users can also customize dashboards depending on the functionality that is most needed. 

WebSan's YouTube account began in 2012 to showcase training and webinar videos featuring Microsoft Dynamics GP and CRM. Today, our YouTube account has more than 50,000 views. We're sending a big thank you to our YouTube subscribers and viewers. Without your support, we wouldn't be celebrating this milestone!

Here are our top 2 most viewed videos:

• Management Reporter for Microsoft Dynamics ERP
• 10 Tricks in 30 Minutes: The top 10 Features of Dynamics GP You’re Not Using and Should Be

Stay up to date with our new videos by subscribing to our YouTube channel.

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

WebSan's YouTube account began in 2012 to showcase training and webinar videos featuring Microsoft Dynamics GP and CRM. Today, our YouTube account has more than 50,000 views. We're sending a big thank you to our YouTube subscribers and viewers. Without your support, we wouldn't be celebrating this milestone!

 Here are our top 2 most viewed videos:

• Management Reporter for Microsoft Dynamics ERP
• 10 Tricks in 30 Minutes: The Top 10 Features of Dynamics GP You’re Not Using and Should Be

 Stay up to date with our new videos by subscribing to our YouTube channel.

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

WebSan Solutions is taking their Dynamics curriculum to the next level, by offering training in Dynamics CRM!

We’ve received a lot of praise from the Dynamics community for our GP course catalogue, so we decided to create a CRM training catalogue.

Our Learning Management System provides you with interactive material, such as videos, tests, documents as well as video conferencing that will accelerate the process of learning Microsoft Dynamics.

Get trained in WebSan University and gain the skills needed to help your businesses automate their customer relationship management.

At this time we have the following courses available: 

To run a successful business, it is important to create cohesion among your data. Microsoft Dynamics GP allows you to do just that by providing flexible, easy-to-use business management functionality that can help efficiently manage your data and business system. Here are the top 3 reasons why you should consider purchasing Microsoft Dynamics GP: 

1.Simplicity and Adaptability

Dynamics GP can easily integrate with other Microsoft productivity tools such as Microsoft Office, giving your business the ability to boost productivity and gain quick access to valuable information. Dynamics GP’s adaptable features help support your business’ needs by offering capabilities that can be used through email, instant messaging, voice and in the cloud.

2.Efficiency

Beginning February 19, WebSan Solutions will hold a webinar series to put a spotlight on Microsoft Dynamics GP’s Manufacturing Module. The series will be divided into 10 parts and will detail the Manufacturing feature’s flexibility and functionality.

Part One of the series offers a look into Manufacturing Concepts and will teach you tips and techniques to help make your implementation successful.

The Manufacturing Module has been one of our most requested webinar series, and now it’s here! Space is limited for part one, so hurry and register below to reserve your spot and take part in this new and exciting webinar!   

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

Register for Part 1-Manufacturing Concepts on Feb. 19, 11 AM EST

Here at WebSan Solutions, we strive to provide our customers and the Dynamics GP community with insightful and relevant information. Throughout the years, our support team has written articles based on common issues that users have come across and we have gotten wonderful feedback from the community. Here is a list of some our most popular blogs about Microsoft Dynamics GP:

1. Common EFT Issues in Microsoft Dynamics GP 
2. Report Writer Tricks #1: Copy Formatting from an Exisiting Report for a Company 
3. Bank Transfer Common Mistakes 
4. Resolving The “File not found: VBA6.dll” Error
5. Report Writer Tricks #2: Importing Modified Reports Without Kicking Out Users 
6. Copying Custom VBA Forms 
7. Why Doesn’t my GL Match my Sub-Ledger? 
8. Why Aren’t My Cash Receipts Displaying in The Bank Reconciliation? 
9. Emailing Customer Statements 
10. Vat Daybook in Dynamics GP

If you are looking for Microsoft Dynamics GP training and support, look no further! We offer exceptional customer service! View our Dynamics GP support plans and visit WebSan University.

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

Here are some facts that you can share with your boss in order to convince him/her that GP is right for your company!

1. Dynamics GP Will Help Employees Work Better, Faster, and Smarter!

Dynamics GP gives employees a role tailored experience relevant to specific jobs in a company. This will enable you to properly allocate resources in your company. The system is organized by module and each module is organized by Transactions, Inquires, Setup processes, Cards, Routines, Report, and Utilities. This intuitive experience will keep your employees organized so they can work more efficiently. View our Dynamics GP Quick Overview.

2. Dynamics GP Drives Your Business and Supports Your Business Growth!

Dynamics GP offers many capabilities! Whether your company has 10 employees or 500 employees. You can use the modules that you need and as your business grows you can utilize more of GP's features. GP is capable of meeting your highest financial demands without foregoing performance!

3. You Can Get Great Plains Up and Running in No Time!

Everyone has turned to YouTube to gain information, insight and knowledge about everything and anything. Visit WebSan Solutions YouTube channel to watch helpful videos about GP modules. 

WebSan University is bringing knowledge to life by creating a series of interactive online courses through an easy-to-use intuitive system. Who said corporate training has to be boring? Empower your employees with online training!

Join WebSan University    Visit Our YouTube Channel

Several systems are now being integrated with or migrated into the cloud. Discussions regarding media sharing, searching, and collaboration systems will normally note that such forms of systems are on the exterior of the core business of the company. Because of this, it becomes a great idea to move your ERP to the cloud.

Just like any other businesses, you also demand scalability, flexibility, and security. The cloud offers all of these necessities and, what's more, it is really affordable. So, if you still can’t make up your mind on whether you will move your ERP to the cloud or not, the following are the advantages that may help you make the right decision.

Small Initial Investment

Services are given on a pay-as-you-go, subscription basis. This only means that the implementation of the cloud-based ERP system could hugely lessen the initial capital amount of investing within the ERP system. A lot of vendors might also guarantee that they won’t increase costs once you go on with the utilization of the system even the term has already expired.

Prompt Implementation

Microsoft Dynamics GP 2013 is scheduled to be released soon, so if you haven’t already upgraded to Dynamics GP 2013, here’s your chance!

Other than report fixes in Dynamics GP 2013 R2, there are much more features that you can look out for! Some of the new features to be released include:

Being able to paste a general ledger entry from an Excel spreadsheet, default sort order for cheques and reprinting outstanding transactions in bank reconciliation.

Leslie Vail explains how to paste a GL entry from Excel: “It’s simple to set up and simple to do. First, your journal entry distributions need to be entered as below on a spreadsheet. Next, highlight the information you want to put into your journal entry, and then put your cursor on the first line of your journal entry. Finally, push the [Post] button and your distributions will populate the journal entry.”

Microsoft said it will space its Dynamics GP updates roughly six months apart in a cycle that is "designed to enhance our new business proposition and bring incremental value to [Business Ready Enhancement Plan] customers on a much more regular basis."

There are always plenty of things to consider before purchasing a new system for your business and CRM solutions are not an exception.

What is CRM?

CRM stands for Customer Relationship Management and is used to refer to a system whereby a company's interactions with current and prospective customers are closely managed. It typically involves using technology to organize, synchronize and automate such disciplines as sales and marketing, tech support and customer service. Often CRM systems will be active and monitoring many different networks for marketing campaigns. Also, they can closely and accurately track customer habits and persuasions through customer clicks and traffic.

Physical places where customer relationship management is often and most heavily used include but are not limited to, banks, call centers, social media, operation centers and customer data query centers.

Ten things to consider

WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider,  has been recognized as one of Canada’s top 100 Solution Providers in 2013 by Computer Dealer News (CDN). WebSan has over a decade of experience in Enterprise Software solutions, business and financial accounting software.

The list was announced on April 9, 2014 at the Top 100 Solution Providers Awards Gala. CDN has been the voice of Canada's IT channel community for more than 25 years and defines an information technology solution provider as an organization that resells computer hardware, software or peripheral products along with providing IT related professional services, support services, consulting in a cloud or on-demand environment, on-premise fashion or as managed service.

According to Computer Dealer News, the key takeaway from this event  is: “ There is a definite need for businesses to make a transition towards the cloud”.

“We are excited about once again making this prestigious list this year”, says Andrew King, Managing Director at WebSan Solutions Inc. “Our dedication to customer service has enabled us to reach another milestone. We will leverage this momentum to deliver business solutions that exceed our clients’ expectations and ensure their satisfaction in the following year”.

You can view the Top 100 Solution Provider list here:  

The Cloud has virtually changed the way businesses handle financial transactions. Gone are the days when companies must rely on old-fashioned and outdated approaches to document transactions, like pen and paper or Excel spreadsheets. These methods are not only more time consuming and extremely faulty, but they are not a realistic way to run a business in the 21^st century. Moving into a new, innovative, and integrated system like Microsoft Dynamics GP can prove to be beneficial for a company of any size for the following reasons:

Time Saving - With a system that automatically inputs customer, vendor, and employee entered data into your system and easily connects all information into one platform, the tasks of manually entering the same data into various spreadsheets and software can greatly reduce the time consuming tasks of data entry. In addition, errors in data entry can simply be eliminated with all clients, employees, and vendors entering data into one system.

Save More Money - Cloud accounting lowers your IT costs because you no longer need to update software each time a new version is released or worry about large, one-time licensing fees. The software costs are spread out over a predictable, smaller, monthly fee. Updates and maintenance are carried out by the cloud provider. With cloud accounting, you can ensure that your system is consistent and up to date.

Easily Create Automated Reports -Microsoft Dynamics GP has tools which simplify accounting processes.  Since all data needed to create reports is stored in one system, creating reports is easy as a few clicks.

Safe & Secure -You have the peace of mind that your data will always be backed up no matter what obstacle your company faces – hardware issues, lost data, or even natural disasters.

This year’s Microsoft convergence in Houston announced that Dynamics GP 2013 is due to be released Q4 of this year. With over 150 new features that will help organizations with their functionality, the WebSan team is quite excited! Microsoft Dynamics GP 2013 will transform the way your organization is run by helping you become more connected, provide support for growth, increase efficiency, and lower your IT costs through the new features that are available.

Here are a few features that we’re looking forward to upon its release:

• Web Access – Employees will gain easier, convenient access to information and will be able to better collaborate with the new web client from their PC or mobile device.
• Business Analyzer – Delegate tasks, track KPI’s, forecast potential opportunities, and take informed action by having better role-specific insight in to your business.
• Business Intelligence – Enhanced SQL Reporting offers better visibility to key business metrics.
• Office 365 Integration – Integration will provide better collaboration and communication within your organization.
• Word templates – Templates can be applied and reports can be created for anything in GP 2013.
• Document attachment – Capability to apply related documents into each transaction.
• Printing – Conveniently choose a printer at the time of printing a report or document

With the increased functionality Dynamics GP 2013 offers, you can be sure that you will have more control over your organization, allowing you to transform and improve the way you conduct business.

For more information about Dynamics GP 2013 and upgrades, contact us at This email address is being protected from spambots. You need JavaScript enabled to view it.@This email address is being protected from spambots. You need JavaScript enabled to view it..This email address is being protected from spambots. You need JavaScript enabled to view it..

By: Mabelle Gonzales, Marketing Coordinator at WebSan Solutions Inc, a Canadian Certified Microsoft Dynamics Partner.