Skip to main content

How Can Microsoft Dynamics CRM 2013 Benefit Your Business

Customer Relationship Management (CRM) has been a growing trend in the last couple of years. Any business owner knows that your sales team is only as good as the tools and the people it employs. Dynamics CRM is the right solution for your unique business needs because your sales team is able to market and sell your goods or services efficiently and effectively.

Sales people need a way to monitor, track and record sales force automation, marketing campaigns and funnel management. Microsoft Dynamics CRM 2013 focuses on 5 aspects of the sales cycle: Sales, customer care, marketing, social and technology.

Here is a list of benefits that Microsoft Dynamics CRM 2013 as to offer:

  • Easily configurable
  • Powerful tablet applications
  • Touch-optimized phone applications
  • Communicate with ease (Microsoft Lync, Skype, Yammer)
  • Real Time Workflow
  • Enhanced business processes

At WebSan Solutions, we offer robust, integrated end-to-end software solutions for managing your business.

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

  9084 Hits

Interview with Victoria Yudin about Microsoft Dynamics GP

I had the opportunity to interview Victoria Yudin, a Microsoft MVP (Most Valuable Professional) for Microsoft Dynamics GP and founder of Flexible Solutions Inc., as well as a well-known professional in the Dynamics GP community. I wanted to interview her to get an insider's insight on Dynamics GP - to find out her perspective on GP modules, Microsoft's partner channel, and what the future holds for Dynamics GP. As I'd hoped, her answers tell a lot about her success with the product and the direction of the GP ecosystem.

1.       What do you most love about your job? 

I love the feeling I get when I am able to help someone learn how to do something that saves them a lot of time or fix an issue they are having.  There is this tangible relief you can see (or hear if you’re on the phone), that is very gratifying.

2.       In 2010, you wrote the book “Microsoft GP 2010 Implementation” what were your inspirations for writing it? 

This may sound a bit corny, but Dynamics GP as well as the GP community were both inspirations for me.  Dynamics GP because I think it an amazing product and the community for being so dedicated and friendly.

Continue reading
  12634 Hits

AI for SMBs: Addressing the Learning Curve, Trust, and Ethics Head-On

Artificial Intelligence (AI) is revolutionizing industries, enhancing efficiencies, and providing powerful insights. However, for small and medium-sized businesses (SMBs), adopting AI comes with a unique set of challenges. From understanding complex technologies to addressing ethical concerns, SMBs must navigate these obstacles thoughtfully to harn...

Continue reading
  161 Hits

Scaling Challenges: Why Your ERP System May Be Holding You Back

For many businesses, an ERP solution that once seemed promising can become a major hurdle over time, especially when the system fails to adapt to the demands of growth and change. Recently, a medical device company shared their experience of grappling with an ERP that could no longer support their evolving needs. Initially chosen to streamline oper...

Continue reading
  186 Hits

Making the Transition: Why Businesses Are Moving from Dynamics SL to Business Central

In today's fast-paced, tech-driven business environment, staying current with your digital infrastructure is no longer optional. For distribution and manufacturing businesses, this means that their software solutions must be capable of handling increasing volumes of data, scaling with growth, and streamlining operations efficiently. For companies s...

Continue reading
  242 Hits

WebSan Solutions Presents: Dynamics New Horizons – Fourth Annual Virtual Conference

Are you ready to embark on a journey of innovation and discovery? WebSan Solutions is excited to announce the fourth year of our annual half-day virtual conference, Dynamics New Horizons! On Thursday, November 14th, from 1:00 to 4:45 PM EST, we invite business leaders, IT professionals, and Dynamics enthusiasts to explore the uncharted territories ...

Continue reading
  197 Hits

Breaking Free from SAP: The Path to Efficiency with Microsoft Dynamics 365 Business Central

In today's hyper-competitive business landscape, companies are under relentless pressure to streamline operations and maximize efficiency. A crucial aspect of this is the effectiveness of the ERP (Enterprise Resource Planning) system in use. For many organizations, the limitations of traditional systems like SAP are becoming more apparent, driving ...

Continue reading
  290 Hits

Is NetSuite Worth the Cost? Explore Affordable Alternatives for Distributors

Distributors are under immense pressure to streamline operations and cut costs. While NetSuite offers robust features, its high price tag and operational complexities often outweigh the benefits. Many businesses are seeking more affordable and adaptable solutions. The NetSuite Challenge: Cost and Complexity NetSuite's initial appeal lies in its com...

Continue reading
  358 Hits

Is Your ERP System Holding Your Distribution Business Back?

In today's fast-paced distribution landscape, staying competitive requires more than just selling products. It demands efficiency, accuracy, and a deep understanding of your operations. Our recent ERP consultation with a distributor highlighted common challenges and opportunities that can significantly impact your bottom line. The Pain Points of Ou...

Continue reading
  317 Hits

Avoiding the Top 10 Mistakes in Implementing Dynamics 365 Business Central

Implementing Dynamics 365 Business Central can transform your business operations, but it requires careful planning and execution to avoid common pitfalls. Drawing insights from our experience at WebSan Solutions, let's explore the ten biggest mistakes companies often make and how to avoid them. 1. Inadequate Planning and Scoping Skipping thorough ...

Continue reading
  381 Hits

Get Ready for the Future: Dynamics 365 Business Central 2024 Release Wave 2 Highlights

As businesses navigate the dynamic landscape of today's market, staying ahead requires innovative tools and robust solutions. At WebSan Solutions, we are committed to empowering small to medium-sized businesses with cutting-edge technology. The Dynamics 365 Business Central 2024 Release Wave 2 is set to redefine how businesses manage their operatio...

Continue reading
  348 Hits

Elevate Your Business Game: How Copilot Transforms Daily Operations for Business Owners

In the fast-paced world of business, efficiency, accuracy, and innovation are paramount. As a business owner, juggling numerous tasks and responsibilities can be overwhelming. Enter Copilot, the AI-driven assistant designed to transform how you manage your business operations. In this blog, we'll explore how Copilot can streamline your workflow, en...

Continue reading
  575 Hits

5 Signs You're About to Choose the Wrong Dynamics 365 Business Central Partner (and How to Fix It)

Are you on the hunt for the perfect Dynamics 365 Business Central partner for your organization? Choosing the right partner can make all the difference in the success of your implementation. But how do you ensure you're making the right choice? By identifying warning signs and positive indicators during the partner assessment process. This blog wil...

Continue reading
  1171 Hits

Supercharge Your Workflow: Unleashing Copilot's Power in the Microsoft 365 Universe

Imagine a world where your team has a secret weapon: an AI assistant seamlessly woven into your everyday tools, whispering suggestions and automating tasks. That's the reality with Microsoft Copilot integrated with Microsoft 365, and it's about to revolutionize your collaborative workflow. Why Copilot + M365 is a Game-Changer: Effortless Code Colla...

Continue reading
  901 Hits

What Role Will AI Play in Inventory Planning and Sales and Operations Planning?

AI will play a crucial role in inventory planning and sales and operations planning (S&OP) by leveraging its capabilities to analyze vast amounts of data, make accurate predictions, and optimize decision-making processes. Here are some specific ways in which AI can contribute to these areas: Demand Forecasting: AI algorithms can analyze histori...

Continue reading
  817 Hits

Red Flags or Green Lights? Questions to Ask When Evaluating Microsoft Dynamics Partners

This blog post delves into the crucial topic of evaluating Microsoft Dynamics partners. This discussion was part of our Dynamics Virtual Launchpad, a virtual conference held in November 2023. If you are a prospective Microsoft product user, navigating the partner landscape is essential, and this blog is tailored just for you. Key Takeaways: What to...

Continue reading
  914 Hits

WebSan Solutions Inc. Invites You to Our Third Annual Interactive Virtual Half-Day Conference: Dynamics Virtual Launchpad!

Hello, Microsoft Dynamics enthusiasts and business leaders! We're thrilled to announce that WebSan Solutions Inc. is back with our highly anticipated event, the Dynamics Virtual Launchpad, for the third year running. This year's conference promises to be bigger and better than ever, featuring exciting keynote sessions, in-depth discussions on Micro...

Continue reading
  1211 Hits

Why you shouldn't load years of historical subledger transactions in your new accounting system

Image:
Historical Subledger Transactions

Continue reading
  3914 Hits

WebSan Solutions Inc. Strengthens Market Presence with Acquisition of Rimrock Corporation's Dynamics GP Customers

WebSan Solutions Inc., a leading provider of cloud-based business software solutions, is thrilled to announce a significant strategic investment in its growth journey by acquiring Rimrock Corporation's Dynamics GP customer portfolio. This acquisition demonstrates WebSan's commitment to expanding its capabilities and enhancing its offerings to bette...

Continue reading
  1356 Hits

jQuery The Write Less, Do More JavaScript Library

jQuery is the most popular javascript library today.  It is used by over 46% of the 10,000 most visited websites on the Internet and we at WebSan use it extensively.
jQuery is designed to be cross browsers compatible ith syntaxes to make it easier to manipulate the DOM elements and allows the creation of powerful and dynamic webpages.
The following snippets of codes shows how with a few lines of codes you can do a lot.

jQuery is the most popular javascript library today.  It is used by over 46% of the 10,000 most visited websites on the Internet and we, the Development Team at WebSan, use it extensively.

jQuery is designed to be cross browsers compatible with syntaxes to make it easier to manipulate the DOM elements and allows the creation of powerful and dynamic webpages.

The following snippets of codes shows how with a few lines of codes you can do a lot.

Example 1 - Calendar Date Picker
 
 
Example 2  - AutoComplete Textbox
 
 
To get started with jQuery you can go HERE

  8303 Hits