Learn how to read the data from Microsoft Dynamics GP in Power BI. In this webinar, we’ll be sharing great reporting ideas for Dynamics GP and demo our favorite dashboards. The dashboards that will be presented in this webinar are:
Date: Wednesday September 26, 2018
Time: 2:30PM - 3:00PM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!
Finding the data you are looking for may be far easier than you realize in Dynamics 365. There are many out-of-the-box elements in D365 which enable you to quickly (and easily) locate just what you need. Not only that, once you pinpoint the data, there are features that give you the ability to save the filter and create valuable metrics. This session will provide end users with valuable tips to efficiently and effectively find just what they need!
Topics to include:
Date: Thursday September 27, 2018
Time: 11:00AM - 11:30AM EST
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Microsoft Flow, your simple solution for synchronizing data!
Looking for a simple way to synchronize data between the various business applications which you run your business on? Attend our webinar on Microsoft Flow to learn how you can create automated workflows bridging the gap between your business-critical apps and services. Microsoft Flow currently offers over 200 connectors, with new ones being added all the time.
This session will include:
• What is Microsoft Flow
• Available Connectors
• Use Cases
• Creating/Managing a Flow
Date: Wednesday August 1, 2018
Time: 11:00AM - 11:30AM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!
Dynamics 365 Business Central Inventory Planning
Do you know what items you currently have on hand? Do you know which items are needed? Join our webinar to see how the inventory planning system works in Microsoft Dynamics 365 Business Central.
This session will include:
• Extensive inventory planning capabilities for procurement and manufacturing
• Reorder point planning and full MRP
• Planning combination of location and item (stock keeping units)
• Dashboard/Reporting in Power BI
Date: Thursday July 26, 2018
Time: 11:00AM - 11:30AM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!
Office 365 is one of the most popular applications to make any business go paperless. Companies that use Microsoft O365 suite don’t have to worry about, documents or files getting misplaced. Here are three ways that any business can leverage Microsoft O365.
Flexibility and Scalability
Microsoft O365 is both flexible and scalable for any business. Microsoft O365 is available on a monthly or annual plan and can be scaled to cater to your business. It is very easy to add and remove users. Here at Websan, it can be done by filling in a form on our support page. Microsoft O365 has customized packages available so the right employees and departments access the best tools.
Moving to the Cloud
Microsoft O365 is in the cloud which means updates are done quickly by Microsoft with little to no interruptions. This will ensure that your business is using the latest versions of O365 and your business email and mailbox will never go offline. When O365 is deployed in the cloud, all the licenses will be active at once, making updating quick and secure by Microsoft.
WebSan Solutions Inc. will host a webinar in collaboration with Insight Works about Canadian Payroll in Microsoft Dynamics 365 Business Central. Registrants will be introduced to the features and functionalities of the system. Registrants will learn how D365 Payroll simplifies the payroll process and automates their business, by exploring the following features:
Time: 11:00AM EST - 11:45AM EST
Date: Thursday May 24, 2018
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!
Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner
In-Depth Cash Flow Analysis and Forecasting
Having enough cash flow to keep your business going is a primary focus for a business owner who wants a successful business. That's why we developed a series that will provide you with all the accounting tools you'll need to run a successful business. In this webinar, the following topics will be covered.
Time: 12:00PM EST - 12:30PM EST
Date: Thursday May 24, 2018
Five Reasons Why You Need A Payroll System
It takes a lot of time to keep track of the total hours worked by employees, stay up-to-date with tax preparation and update employee profiles. It’s time to get a new Payroll system if the HR department can’t keep up with daily operations. Here are five reasons why you need a payroll software.
1. Save Time: Payroll can be very strenuous with the mass amount of operations needed to keep everything in order. Calculating hours, tax preparation and employee data maintenance can take multiple hours to complete when it's done manually. Investing in a good payroll system will allow information such as direct deposits pay, up to date tables, and even updating your general ledger to be automated.
2. Reduces Human Error: When businesses manually enter employee wages, there is always the possibility of human error. Use a payroll system to reduce human error is and save the company money.
3. Always Up-To-Date with Taxes: When tax season is approaching it can take hours to ensure that all information that has been entered manually is correct. Payroll systems will always have the tax tables up-to-date, so your business will always be compliant without the added stress.
4. It is secure. One of the most essential features that a payroll system needs is security. Payroll contains very sensitive data, which is kept confidential and can be stored away safely in the cloud. The only person who has access to this data is granted permission through role assignments.
5. Easy Integration: It is important to have your systems talk to each other. Your ERP system and payroll system go hand in hand. Payroll software can easily be integrated with well-known systems such as Microsoft Dynamics 365 Business Central.
Microsoft Dynamics Business Central is an all in one system that allows businesses to work digitally and became scalable. Insight Works has developed a Canadian Payroll add-on that integrates with Dynamics 365 Business Central. Join our Canadian Payroll with Microsoft Dynamics 365 Business Central Webinar to learn how their system makes the whole process of employee administration and finance much easier.
Date: Thursday, May 24, 2018
Time: 11:00AM EST – 11:30AM EST
Have you heard the buzz that Microsoft has launched a new marketing application, Dynamics 365 for Marketing?! The target market for this solution is small to medium-sized organizations who require an end to end marketing solution. Large organizations need not count themselves out, this solution has a little bit of everything. Join us for this session which will serve as an introduction to one of the newest Microsoft product offerings.
• Dynamics 365 Out-of-the-Box Marketing vs Dynamics 365 for Marketing
• What comes with Dynamics 365 for Marketing
• Navigating the Application
• Standout Elements of the Application
Date: Wednesday, May 30, 2018
Time: 11:00AM EST – 11:30AM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!
Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner
Dynamics Integration With O365 Productivity Tools Webinar
Join our webinar on “Dynamics Integration with O365 Productivity Tools“ happening on Wednesday June 27, 2018 at 11:00AM – 11:30AM EST. See how your business can become more productive using the O365 suite and integrating it within Microsoft Dynamics 365 Business Central. Seamless communication with out of the box solutions including,
O365
SharePoint
OneNote
Power BI
Microsoft Teams
OneDrive
Office Lens
Exchange
Microsoft Dynamics 365 Voice of the Customer – Reach Out and Engage Your Customers
Measure Satisfaction. Improve Customer Relationships. Gauge Customer Needs. The Voice of the Customer Solution for Dynamics 365 provides these capabilities, and so much more! Through the creation of surveys, connect with your customers to gain insight into how they rate your support; understand their needs to align with product offerings; measure feedback on conference attendance; gauge interest on topics; enlist product testers…the list is endless for how surveys can be utilized. Along with surveys, the Voice of the Customer solution enables you to measure the feedback which is returned and provides various functionalities for action to be taken.
This session will focus on the following:
LinkedIn Sales Navigator is an enhanced social selling tool which learns from your behaviors and preferences to recommend viable prospects. Not only that it also feeds you information which can help you enhance your current connections, and give you insight into new potential connections. Partner this tool with Dynamics 365, and you are off to the races, providing you with integrated tools which allow you to have all the information you need in one place.
Topics of Interest:
· What is LinkedIn Sales Navigator
· Leverage the feature set of LinkedIn Sales Navigator
· CRM Widget - Company and Member Profiles embedded in D365 records
· CRM Sync - Bi-Directional Sync between D365 and LinkedIn Sales Navigator
Date: Thursday, April 26, 2018
Time: 11:00AM EST - 11:30AM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!
Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner
Has your business grown to the point where it’s too much for you to handle your own finances? If this is the case, you must be wondering if it would be better to hire a bookkeeper or an accountant. Gaining a better understanding of both professions will help paint a better picture of who you should hire. Both positions will be responsible with managing your finances, but each one will contribute differently to the company’s accounting objectives.
Bookkeeping is more of the administrative role of the company’s accounting process but is still a key component. Daily tasks include collecting and sorting, through the receipts and invoices then inputting the required data into the general journal. The bookkeeper would have to maintain the general ledger on a constant basis and monitor the ongoing finances of the business. Additional responsibilities for the bookkeeper are but not limited to;
Recording Transactions
Processing Invoices, Receipts, Payments
Processing and Maintaining Payroll System
Reconciling Accounts and Preparing Reconciliation Reports
Managing Accounts Receivable and Accounts Payable
Calculating HST
Preparing and Lodging BAS
Tax Preparation
Bookkeeping is only half of the accounting process. An accountant helps business owners make better financial decisions. The accountant has a more of an analytical position and will create reports based on past financials performances. These reports are generated from the financial reports that the bookkeeper has created during a specific time. Their accounting certification (CPA, CGA, CMA, CA) and strong financial background makes them best suited to provide feedback and advice for the company’s future objectives. Other responsibilities of the accountant are but not limited to;
Financial Projections
Future Financial Elements
Preparing Adjusting Entries
Preparing Company Financial Statements
Analyzing Costs of Operations
Auditing
Business Establishment Assistance
Financial Management Advice
Taxation Advice and Planning
Assets = Liabilities + Equity
At the end of the company’s reporting period, a snapshot is taken of the company’s financial health. A balance sheet allows owners to get a glimpse into the company’s financial standings. The balance sheet is one of the three primary financial statements that business owners use. It allows owners to get a glimpse into the company’s financial standings and see what the company’s financial position is. It shows what assets are owned, which liabilities are outstanding, and any equity that has been made.
Assets
Assets are the things companies own and are categorized into two categories; current and non-current assets. Current assets are defined as cash and any other asset that will be turning into cash within the company’s operating cycle. Assets are the top part of the balance sheet and will be listed in the order of liquidity. Liquidity meaning that this item can be turning into cash quickly. An example of what order current assets would appear on the balance sheet is; cash, temporary investments, accounts receivable, inventory, supplies, and prepaid expenses.
Non-current assets are not intended to be turned into cash with the company’s operating cycle and are what the company owns. They’re the fixed assets such as office equipment, building property, land, long term investments, stocks and bonds.
Liabilities
Liabilities are financial contracts that require a payment of cash for compensation. Liabilities are also categorized into two categories; current and non-current liabilities. Current (or short term) Liabilities are obligations that are to be paid within 12 months or expected to be paid off within its normal operating cycle. Some examples of current liabilities are accounts payable, wages, and rental payments.
It’s vital to capitalize on opportunities and convert leads successfully in order to run a successful business. Relationship selling is a must, and Microsoft Dynamics 365 for Sales is there to help. The customer wants to feel appreciated and their business makes a difference. Finding someone to sell them something is easy, but what they really want is someone to guide them to make the best decision. It’s your duty to build rapport with the customer to uncover their needs, and remember, no two customers are ever the same.
As your company continues to grow, this statement will become more and more accurate. New opportunities are always going through the funnel and you need to make sure that you’re ready with the right tools to assist all the new and existing customers. Microsoft Dynamics 365 for Sales allows you to create individual records for each of your opportunities. This allows you to follow-up with your customers in real-time and makes sure you capitalize on all opportunities, so none fall through the cracks.
Microsoft Dynamics 365 for Sales allows you to create profiles for each opportunity and then organize them accordingly. Once the opportunity has been created, you can document and record all of the interactions, notes, and reminders you might need to re-engage in the future. No matter where the opportunity is in the sales process, tasks and events can be crated on the spot to remind you when to reach out to the customer again.
Having a Microsoft Dynamics 365 for Sales system in place will help your company not only organize your leads but make sure to capitalize on each opportunity. If you wish to take a test drive of this system, please visit our free CRM demo http://www.websan.com/demo/dynamics-crm and see what this system can do.
Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner
Engage team members across your entire organization and fuel some friendly competition around the water cooler with Microsoft Dynamics 365 Gamification!
Gamification is the idea of using ‘gaming’ to turn work into play. And Microsoft Dynamics 365 Gamification does just that by engaging and motivating people to achieve their goals through friendly competition. Not only is it a fun way to lighten the mood around goal setting, gamification is also shown to lead to increased organizational performance, productivity, and adoption of business applications.
So what are you waiting for…Ditch the spreadsheets and launch a new approach to setting and meeting (and ultimately exceeding) sales and service goals!
The webinar will focus on the following:
Date: Thursday, January 28, 2018
Time: 11:00 am – 11:30 am EST
Most companies have two main parts for their customer lifecycle; customer acquisition and service delivery. During the customer acquisition phase, the salesperson is very active in gaining the customer’s trust, after the customer decides to purchase the service/product, it’s your job to provide value, and trust that has been promised to them, this opportunity can be changed to won within your Microsoft Dynamics CRM system; however, if they didn’t follow through with the purchase they became a lost opportunity. During the service delivery phrase, the product/service is being delivered, and then there is no more interaction with the salesperson they trusted, but instead systems, automatic emails, and customer service.
The point here is that after the customer purchased the product/service, the salesperson has an opportunity to nurture their clients and turn them into long-term clients. They didn’t just buy the product or the service; they also bought the trust and bond that that was established through time, and this relationship should not be taken for granted. The moment a customer feels like their trust has been violated they’re going to look elsewhere for their products/services.
In Microsoft Dynamics for Sales once an opportunity has turned into a won-opportunity the company name can be added as an account. The actual client is added as a contact, and future interactions are quick and easy. Sending them personalized emails right from the system to check in on them, make sure the product/service is working out, and how you can help them in the future. When you use Microsoft Dynamics for Sales, there is no reason why any customers, new or old, ever feel like their left in the dark. If you wish to take a test drive of this system, please visit our free CRM demo http://www.websan.com/demo/dynamics-crm and see what this system can do.
Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner
WebSan Solutions, largest Canadian Cloud Dynamics GP Partner, has been named a 2013 VAR Star by Bob Scott’s Insights magazine. http://bobscottsinsights.com/
The Top 100 are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning and accounting software.
The selection of mid-market accounting software resellers for Bob Scott’s VAR Stars rest on one basic principal: quality, not revenue, as the deciding factor in picking the 100 businesses that are selected for this honor.
A variety of criteria go into the definition of quality including including awards resellers have received from vendors, such as the Microsoft Dynamics President’s Club and Inner Circle, Million Dollar Club and Chairman’s Club of Sage North America. Other factors involved in the selection include performance, contribution to the industry and reputation.
“We are pleased to be recognized as a Top 100 VAR” said Andrew King, Managing Director.
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:
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
If you have a lot of data that doesn’t quite fit into one of Dynamics CRM 2011’s existing entities, you may decide to create your own custom entity and fields to house that data of yours. If you take this route, don’t waste your time building the entity and creating all of your fields ahead of time! Instead, you can use CRM 2011’s Import Data Wizard, which allows you to create entities and fields on the fly as you import the data for this new entity.
After selecting the file you want to import in the Import Data Wizard, you will reach the Map Record Types step of the Wizard – here, you can select to “Create New” Dynamics CRM Record Type, which will prompt you for more information to create the new entity within the Wizard. Next, you’ll reach the Map Fields step – here, you can dynamically create new fields for each column in your import file (or ignore fields that you don’t want to bring into CRM). While doing so, it even defaults the Field Name to match the column header from your import file, so all you really have to do is select the type of field that it is. And if that wasn’t enough – if you select “Option Set” as the field type, the Wizard will automatically create values for your option set based on the unique values in that column of your data file! The only thing left to do at this point is to set any additional options on your new entity as necessary and configure the entity form that will be used to manage the data – both of which can be done through the usual customizations window.
So if you find yourself needing to create a new entity along with having to import your data into this new entity, save yourself some time by combining both steps into one using this helpful trick in the Microsoft Dynamics CRM 2011 Import Data Wizard.
Rahim Jiwani is an Implementation Lead at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact Awards Finalist. Rahim can be reached at