Dynamics 365 Business Central is a trusted cloud ERP platform paired with CRM business applications, advanced analytics, Office 365, and Microsoft's cloud ecosystem that has hundreds of add-on extensions via AppSource. Dynamics 365 Business Central provides flexibility to streamline processes, cloud security with the ability to access data anywhere...
In today's blog, we will share how you can submit a review on AppSource for an application you are using. To write an app review, you must first have the app installed in your Business Central system. You can enter the review through your Business Central environment or AppSource by going to the link below and searching for the app: https://appsour...
It is important to find a reputable Microsoft Certified Business Central partner. The partner that your looking for should have a deep knowledge of Microsoft products and how they interact. For a detailed comparison between the typical Microsoft Dynamics partner and WebSan Solutions. view the chart below:
Dynamics Innovation Virtual Conference
November 9th, 2021 - 12:30 PM – 4:30 PM EST
Dynamics Innovation Virtual Conference will feature six interactive live sessions discussing topics around Dynamics 365Business Central. Our keynote speech, Andrew King, and our guest speaker will focus on the future of Business Central. Followed by sessions on the following topics; October 2021 release, beneficial Business Central apps, client experience with D365, GP to BC migration, and the many integrations offered by the Microsoft ecosystem. This virtual conference will also give you an opportunity for Q&A and networking from industry leaders. Attendees will also be entered into a raffle for a chance to win gift cards and Microsoft Surface 2 headphones. We look forward to networking with you at the conference. Register with the link provided below.
[Toronto, Ontario], [Canada] — July 8, 2021 — WebSan Solutions Inc. today announced it has won the Dynamics 365 Business Central 2021 Microsoft Partner of the Year Award. The company was honoured among a global field of top Microsoft partners for demonstrating excellence in innovation and implementation of customer solutions based on Microsoft technology.
“We are extremely honoured to be receiving such a renowned award, and we are earnestly grateful for the recognition. This has been our most successful year as a company, and it’s because of the hard work and dedication of our entire team.” stated Andrew King, Managing Director at WebSan Solutions Inc.
The Microsoft Partner of the Year Awards recognize Microsoft partners that have developed and delivered outstanding Microsoft-based solutions during the past year. Awards were classified in various of categories, with honorees chosen from a set of more than 4,400 submitted nominations from more than 100 countries worldwide. WebSan Solutions Inc. was recognized for providing outstanding solutions and services for Microsoft Dynamics 365 Business Central.
The Dynamics 365 Business Central Partner of the Year Award recognizes a partner that excels at providing innovative and unique customer solutions centred on Microsoft Dynamics 365 Business Central. The successful entrant for this award will have demonstrated consistent, high-quality; predictable service to Microsoft customers, helping to ensure significant business benefits from their Microsoft Dynamics 365 Business Central investments. The successful nominee will also demonstrate business leadership and consistent customer success, with strong growth in new customer additions and cloud revenue while maintaining and growing their existing customer base. Finally, the Award will recognize partners who have made significant progress in this cloud business. Winning solutions may also highlight opportunities where you’ve upgraded customers from on premise or migrated them from competitive solutions. Microsoft Dynamics 365 Business Central solutions/services qualify for this award.
“I am honoured to announce the winners and finalists of the 2021 Microsoft Partner of the Year Awards,” said Rodney Clark, corporate vice president, Global Partner Solutions, Channel Sales and Channel Chief, Microsoft. “These remarkable partners have displayed a deep commitment to building world-class solutions for customers—from cloud-to-edge—and represent some of the best and brightest our ecosystem has to offer.”
The Covid-19 pandemic has dramatically affected businesses over the past 18 months, especially in the distribution and manufacturing industry. A number of these unprecedented challenges include supply chain issues, fluctuating costs, and commodity pricing.
In the distribution industry, supply chain uncertainties have cause inconsistent visibility, scheduling delays, and vendor lead times have also increased during the pandemic. In addition, the fluctuating cost of materials has dramatically changed, whereas competition from e-commerce chains such as Amazon has made it hard to compete. This has changed the way companies manage their warehouse as they look to keep up with the competition. Customers are also expecting real-time communication and instant access to information which makes sales pipeline visibility critical.
To overcome these new challenges in distribution, customers are looking for an all-in-one solution for their technology needs. Dynamics 365 Business Central has vendor scoring and landed cost features to help resolve supply chain issues. E-commerce integrations within Business Central such as Shopify make it easier for companies to compete with plugs-ins right out of the box. In addition, using features such as Dynamics 365 for Sales & Customer Engagement has become even more integral for distribution companies, and add-on solutions such as Jet Reports allow companies to generate real-time financial reports seamlessly.
In this month's webinar, we address a topic that many businesses seem to be on the fence about: can they self-implement Business Central on their own, or would it be best to work with a partner? There are pros and cons to both, and this webinar explores your options. We cover the good parts, the bad parts and everything in between.
Join our webinar to learn about the following:
By the end of this webinar, we hope that you will understand the benefits and risks involved. Our goal is to ensure that you're armed with enough information to make the right decision.
Date: Thursday, October 22, 2020
TIme: 2:00 - 3:00 PM EST
A popular question we often get from companies is; Can I implement Microsoft Dynamics Business Central on my own? Historically we often see companies having issues implementing the software to meet their customized business needs.
Today’s discussion features a recap of a virtual Interview with Andrew King, Managing Director at WebSan Solutions Inc., as he sits down with Sunil Kumar, Founder of The Amazing Chickpea, to discuss his experience trying to implement Business Central and working with WebSan.
Sunil was previously using QuickBooks for basic reporting but was looking for a business solution to manage the production, planning and financial reporting for his medium-size company. Dynamics 365 Business Central became the front runner as the best option for The Amazing Chickpea to manage inventory, production orders and financial records.
After signing up for Dynamics 365 Business Central a year ago, Sunil believed he could implement it entirely on his own because he has a background in IT. The interface seemed to be very user-friendly; however, he faced business challenges in retrieving necessary financial reporting that was critical to his business operations.
Enterprise resource planning (ERP) systems are complete, integrated systems that manage all aspects of a production-based or distribution business, aligning financial management, human resources, supply chain management, and manufacturing. An ERP suite is a substantial investment for any business, and best practices demand that the ERP software selection process be rigorous and thorough. However, there are so many factors in play when choosing an ERP system that it can be daunting to choose the right one.
If you feel a bit confused about the variety of ERP vendors and many software products on the market today, you are not alone. We’ve come up with a comparative chart showing the difference between two popular ERP systems: Dynamics 365 Business Central and NetSuite.
In this webinar, Andrew King and Ryan Bennett provide an introduction into Jet Reports and Jet Hub. The discussion features an overview of Jet Reports and Jet Hub, overview of our offering and an in-depth look into sample reports/demo of Jet Reports.
Jet Reports is a business reporting solution built for Microsoft Dynamics 365 Business Central which gives you the flexibility to create reports in real-time. This allows for you to get the latest information from your database. Additionaly Jet Reports integrates into excel allowing you to extract real-time data efficiently while also eliminating errors and risk.
As organizations figure out what to do with their infrastructure, many companies that currently have Dynamics GP are deciding whether they want to migrate to Dynamics 365 Business Central or stay On-premise. Moving to a cloud-based ERP solution gives your business the flexibility to scale up or down, increase collaboration, accessibility and cuts out the high cost of hardware.
The decision to migrate from GP to Business Central is based on several factors can that include accessibility, cost savings, add-ons, and an updated modern user interface. Here is a comparison of both ERP solutions based on the criteria mentioned above:
1. Cloud vs On-Premise
Business Central is a cloud-based solution, which means you can access the software anywhere, anytime, from any device. Upgrades are managed by Microsoft and rolled out automatically with no installation required. In comparison, Dynamics GP was designed to be an on-premise solution, and upgrades need to be done manually.
Once you have gone live with Business Central it's important to start looking at additional modules and custom offerings that allow you to streamline your business processes. We will have a look at a selection of our own apps and third-party apps which can improve your user experience and increase company productivity. Utilizing these apps can assist your business by improving inventory management, facilitating transactions between trading partners, increasing employee productivity, and creating reports in real-time.
Warehouse Management (Barcode Scanning App for WMS)
Our Barcode Scanning App for WMS is designed to help your business become more productive. This application will improve your inventory management, picking accuracy, and warehouse efficiency. Put an end to frequent overages, shortages, and stock-outs and improve your inventory control. We can also customize the app for customizations done in Business Central
It's that time of the year again! The wave 1 release for Microsoft Dynamics 365 has been launched. The release includes hundreds of new features and innovations across the Dynamics 365 applications from April 2021 through September 2021.
Here is a highlight of a few top features that will offer new capabilities and added functionality for your business.
Dynamics 365 Sales
For a business to be successful, it has to be able to analyze data immediately in real time, and handle the market changes while ensuring that different departments are in communication with each other.
Microsoft has developed a convenient and affordable platform that connects your business processes through Dynamic 365 and office productivity tools.
What is Dynamics 365?
Dynamics 365 is a product line of enterprise resources planning and customer relationship management applications.
Dynamic 365 is a Microsoft-based technology solution that is bringing together all aspects of your business to improve existing workflow, recognize and pursue potential and viable business opportunities and manage the current market to stay ahead of the competition.
Dynamics 365 is a great tool for storing your business data, but if that is all you are using D365 for, then do we have news for you! One of the biggest values of D365 is the ability to create reports gaining valuable insight from your data. These reports can be setup in a variety of ways depending on your environment and organizational needs.
Do any of the above diagrams look familiar to you? If your response is “WHAT ARE THOSE!?” then you, my friend, are missing out! All the above are reports based on D365 data. These D365 reports can be run directly from D365 which gives users ease of access to analysis of business data. There are several types of reporting options available for D365, some are out of the box, while others require a bit more work to setup. With that in mind, many organizations opt to export their data to Excel and then use Excel to create reports, when they could be using these much richer options instead.
D365 out of the box comes with report building functionality, in the form of Charts and Views. Users can setup Dashboards incorporating these components, which can help them take their first step into the world of reporting. The CRM Report Wizard allows users to build reports using filters and conditions, like Views, with a touch more functionality and flexibility over the latter options.
While these out of box options are great, they do have their limitations which is why we also provide external reporting options. SQL and XML Reports are great for generating more complex reports and documents. However, if you are looking for an option that is more robust, and intensely eye-catching, then Power BI is the way to go. Power BI is one the most powerful BI and reporting tools on the market and integrates seamlessly with D365. Power BI allows for powerful drill down capability and smart slicers to filter your data however you like.
Reports are a great way for organizations to better understand performance, and with the various report options available, you are not limited to a specific visualization type. Data can be displayed through bar graphs, pie charts, map representations, grids…just to name a few! Maximizing the reporting options is great for upper management, who want a quick, high-level representation of how the business is doing. But wait there’s more! Automated reports can be generated with a click of a button and often require no additional maintenance once they are setup, reducing time and effort and improving efficiencies.
Dynamics 365 Mobile apps are handy tools which allow D365 users to access and update their Dynamics 365 environment from anywhere and at any time. Beyond that, customizing what is available on the mobile app is key to ensure that the experience is efficient for both the user and the organization.
A user’s security role must include the necessary permissions in order for them to successfully use the mobile app. If you have used (or copied) an out of the box role chances are high that most of these are already set, but it never hurts to check. And if you have created a custom security role, it is particularly important to confirm that the following privileges and access combinations have been configured.
1. The Dynamics 365 for mobile privilege is the first one to confirm. This privilege is in the Business Management tab of a security role within the Privacy Related Privileges section. Verify that Dynamics 365 for mobile is set to Organization.
2. Validate that the following entities have a minimum of Read access at the Organization level, by navigating to the Customization tab of a security role.
3. Next go to the Business Management Tab. Verify that User Settings is set at the Organization level for Read permission, and the remainder of the privileges have a minimum of User access.
There is a standard site map for all Dynamics 365 instances, but chances are the default site map does not scream ease of navigation for your organization. It is important that Users can easily find the entities they need without hunting column by column, and more importantly they see what they need to see, and ONLY what they need to see.
Dynamics 365 provides the ability to modify the standard site map without coding, allowing everyday users to easily modify the layout, making it a better fit for your business. You will need either the System Administrator or System Customizer role to perform the following actions.
To customize the site map, simply go to Settings > Customizations > Customize the System.
You will find multiple site maps under Client Extensions, there is typically one which contains all apps, and then others which are each tied to a specific app.
In this case, we are using the default one which is labeled “Site Map”.
One of the newer modules in the Dynamics 365 family, Field Service, leverages the latest technology offered by Microsoft and combines it into one powerful solution. D365 Field Service is an integrated solution with your current D365 environment, enabling you to be field ready with your already configured environment, filled with customer data.
D365 Fields Service has tools to help organizations optimize their resources, effectively manage team members and automate work order creation to save you time and money. Field Service can even be used with IoT devices to alert you of an issue even before your customers are aware there is one.
In D365 Field Service, Work Order Management, Service Scheduling and Resource monitoring are 3 key capabilities provided by D365 Field Service.
Work Orders in D365 Field Service are records that track service jobs. Work orders can be created automatically based on set criteria from your opportunity or case records or created manually. Within a work order you can track specific incidents types, estimated time required to complete a job and create the bookings for the work orders With Work Orders stored in D365 you also can create rich reports to identify which phases of your services can be improved upon.
Scheduling Service has never been easier with D365 Field Service. With the Field Service Schedule Assistant, all you must do is specify your criteria and the system will find the best resource to get the job done. Field Service considers factors such as skill set, availability and even current location of your resources to help make the best decision possible. If you want to get even more efficient, you can setup up resource scheduling optimization to let the system handle all the scheduling for you.
Setting up the native SharePoint integration in Dynamics 365 can greatly benefit your organization. SharePoint allows users to store files, organize them, and provide ease of access to their colleagues. One of the biggest upsides of enabling this integration is that SharePoint offers much more storage space then D365 Sales, so you do not need to worry about your D365 instance running out of storage, thereby incurring steep costs to increase storage limits.
D365 SharePoint integration allows records in D365 Sales to have their own folders in SharePoint, this ensures all files have their own place in the system. This blog will walk you through the step-by -step process on how to setup your D365 SharePoint integration.
Before you get started, ensure you meet the following criteria so the process runs smoothly.
Requirements:
Once you have verified the requirements, log into your Dynamics 365 for Sales web client and go to the Settings tab, in the drop-down menu select Document Management.
Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in no time at all. Additionally, since Goals are native to the system, they work seamlessly with workflows, business rules and other various Dynamics 365 functions.
To help you understand how goals work, consider the following scenario:
Your company sells drywall, you, as the sales manager, want to set a revenue target for the overall sales team and then targets for each individual sales team rep who will contribute to the sales team target. With the given targets you want the ability to monitor progress throughout the fiscal period.
To get the results you desire you will need to utilize a couple entities in Dynamics 365 and create a handful of records:
1. Goal Metric: this allows you to set the detailed measurement (amount or count) for the defined goals. You can create multiple goal metric records to measure different elements, revenue and number of panels sold for example.