What’s New November 2019 for Office 365?
3815 Hits
Jobs 102: Key Concepts and Setup Procedures in Business Central
Join us for the second part of the Jobs webinar series “Jobs 102: Key Concepts and Setup Procedures in Business Central.” In this webinar, we’ll be showing you how to set up the Jobs Module in Business Central. Learn about the key concepts needed in order to set up the jobs module such as:
• Jobs setup and configuration
• Job card options for different project types
• Different transactions that affect job costs
Date: Thursday March 5, 2020
Time: 2:00PM - 3:00PM EST
3280 Hits
Jobs 103: Setting up a Job in Business Central
Project Managers that are currently using Business Central should register for this webinar! Join the Dynamics 365 Business Central Jobs Webinar Series, Jobs 103: Setting up a Job in Business Central. This webinar will be taking a deep dive into the actual project setup. The webinar will be going into great depth about the different variables and settings that are available right out of the box. Learn a few practical applications that any Project Manager can apply to their business. This webinar will be taking place on Thursday March 26, 2020, and demonstrating the following:
• Best practices for project setup (time/materials and fixed fee)
• Setting up WSB elements and task breakdowns for best reporting
• Impact of planning lines setup on budget, costs and revenue
Date: Thursday March 26, 2020
Time: 2:00PM - 3:00PM EST
3547 Hits
Jobs 104: Timesheets, Expenses and Requisitions in Business Central
The Jobs Module is a critical module for any Project Manager. Without the Jobs module, the Project Manager would not know how to pay employees, manage expenses or monitor the budget. This webinar will show you how to get the highest level of productivity in Jobs module by using the Moniroo® Time Management, Expenses and Purchase Requisitions App. These apps integrate directly into Business Central and can have employees submit timesheets, input expenses and many other PSA functions. Join the webinar to learn more about the following:
• Timesheets
• Expenses
• Purchase Requisitions
Date: Thursday April 30, 2020
Time: 2:00PM - 3:00PM EST
4499 Hits
Microsoft Office 365 requires employees to use their username and password in order to log in. However, a common issue that you might come across is people forgetting their passwords. When this occurs, Office 365 admins have privileges to reset the password. To begin resetting a password, follow the steps below:
1. From the Microsoft 365 Admin Center
a. Look for the Active users" tile.
i.
b. Select "Reset a password"
i. A side window will open and from there you can search for users for which you need to change their password, or you can scroll down the list of users.
1. From that list you need to click the check-box beside the user(s) who need a password change.
a. You can choose one or multiple users for resetting passwords
b. Your own password can not be changed with multiple selections
2. The next side window to appear will show you who has been selected and present you with the option to Auto-generate a password of all the manual creation of one.
a. You can choose the check box to make the user change their password when they next sign in. If it is unchecked, then the password will remain the same until the user changes it themselves.
3. Click the "Reset" button and the next window will show success of the password reset(s).
4. There is also a choice to send an email to a specified email address with the password. This is optional.
Microsoft Office 365 makes it easier than ever to manage users from the Admin Center. Want to find out how Office 365 can help your company? Click the link below to learn more about the features available in Office 365.
Click Here to Learn More About Office 365
5231 Hits
Project Types in Microsoft Dynamics GP
The Project Accounting module in Dynamics GP is a very robust application enabling users to monitor the financial results of a project. One of the best features with this module is that it ties in with all the other modules within Dynamics GP. Therefore, if an invoice needs to be posted it can be done in the same system. For a company to use the Project Accounting module correctly it must first understand its current project structure and what is required in terms of KPI’s and reporting. Once this has been decided the company will have to choose the project type to use for this project. There are three types of projects in Dynamics GP:
Cost Plus – Customer pays for the actual project cost plus an added margin percentage
Fixed Price – Customer pays a fixed fee for the project
Time and Materials – Customer is billed for all costs that are incurred on a project
4962 Hits
Standard costing is an estimate of how much it's going to cost to produce a product. Business Central makes it easy to monitor and adjust the standard and actual cost of producing a product. Companies will be able to locate any variances between the standard and actual costing. Register for our webinar and learn how to:
● Overview of Standard Costing and Actually (FIFO)
● Differences Between Standard Costing and Actually (FIFO) Costing
● Variance Reporting
Date: Wednesday August 21, 2019
Time: 2:00PM - 3:00PM EST
4185 Hits
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.
Click Here to Learn More About Microsoft 365
4489 Hits
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
4276 Hits
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
3418 Hits
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
3649 Hits
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
3653 Hits
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.
4980 Hits
This webinar is a continuation of the Dynamics 365 Business Central Manufacturing Series. In Part 4, we will define the terms Make to Order and Make to Stock and describe the scenarios where it's best to use each function. Topics that will be discussed in this webinar are:
•Define Make to Order and Make to Stock
•Recording Policies in Dynamics
•Present scenarios when it's best to use Make to Order and Make to Stock functions
•Review settings in Dynamics to drive planning for each scenario
Date: Wednesday June 5, 2019
Time: 2:00PM - 3:00PM EST
4854 Hits
In order to use the manufacturing module, you need to a Business Central premium license. The manufacturing module will help shorten the time it takes to create BOMs, routings, work centers, and machine centers. In this new era of digital manufacturing, it forces businesses to work quicker and smarter to beat out the competition. By utilizing this module in Business Central your company gains the competitive advantage of creating more goods in a more efficient manner.
1. Managing Inventory
When using the manufacturing module in Business Central, your company will be able to better manage inventory. Within seconds, a list can be displayed with all the different items that are in stock. It will show whether the item is currently in stock, how many are on hand and how many are on order.
2. Integrate Your Business Processes
One of the biggest benefits of using the manufacturing module is having all the data in one place. Production managers can make updates instantly to keep the system up-to-date with all its inventory. Users working in the front and in the back office will have access to the same information creating a more harmonized work dynamic.
3. Unify Production Data
Another one of the biggest benefits of using the manufacturing module in Business Central is analytics. This goes beyond just knowing what is in stock and what needs to order but analyzing trends within your business. Such trends can be spotted in the supply chain, production process, inventory management, sales, profit margins, and even customer behavior.
4. Improved Product Quality
The customer’s expectations for product quality is higher than it has ever been before. Using the manufacturing module will make it easier for production managers to meet these growing standards. Having a system in place that provides traceability and tracking enables a company to monitor the quality status of all its centers and products. This will provide real-time reports on machines, components, stations, shifts, and even operators that were involved in the production. Production Managers can then ensure only the best quality products are being sent out to customers.
5. Decreased Production Time
Innovative businesses who use the manufacturing module in Business Central can optimize assembly time. The module will make a more efficient process by decreasing the overall creation time and cost of each product. Tools are available to take a customer’s order on-the-spot and list any alterations that need to be made. Once the production manager receives this order it can be finalized and then sent into production. There is no need for days or weeks of back and forth emails which can delay the cycle time of an item. By lessening the time-to-market process, companies can save time and money and allocate these resources elsewhere.
Being able to manage inventory, collect data, improve product quality, and decrease production time creates a stronger competitive advantage. Want to learn more about the manufacturing module for Microsoft Dynamics 365 Business Central? Click Here to register for our Business Central manufacturing courses at WebSan University for free and learn about all the different modules available to create a successful production.
4962 Hits
Here at WebSan Solutions, we’ve had a lot of hands-on experience when it comes to implementing Microsoft Dynamics Software. From our experience, we’ve gathered five major problems a company would want to avoid in order to succeed in implementing Business Central.
1. Don’t have the IT department and leadership executives make all the buying decisions. Include other employees that will be actively using Business Central from the finance, operations, manufacturing and warehouse departments. They can provide constructive feedback to make Business Central work best with your current business processes.
2. Give yourself time in the implementation process to go from the decision-making phase to the launch phase. If this process gets rushed, there's a high chance that the project won't be successful. Try implementing Business Central in smaller stages. Rushing the process would only create a lot of unnecessary problems and make employees feel overwhelmed.
3. Implementations, especially the more complex ones, can take up to half a year to be completed. Best practices would indicate that you need to come up with a plan. Putting a plan into effect will set the stage for where the business is headed, reduce any employee confusion and avoid running into problems.
4. If you don't invest in employee training, there's a risk of disrupting the implementation process. The process of upgrading to Business Central can be a frustrating time for employees. Keeping open communication about the implementation status and providing a substantial amount of training creates more involved employees. Make your employees feel more involved with this process and become more well-rounded when it comes to using Business Central.
5. Many companies neglect the importance of testing the newly installed software before the go-live date. Your employees need to test out Business Central before the go-live so they can bring attention to any technical problems and if everything is in working order. By missing this part of the implementation process, the system might not be ready for go-live and could result in an unsuccessful launch.
When it comes to implementing Business Central, there needs to be a plan put into place. If you avoid the five major problems listed above, your business will strive towards a successful implementation.
4939 Hits
This webinar is a continuation of the Business Central Manufacturing series. In Part 5, we will examine the capacity setup that is required to run production planning with constrained resources. This webinar will focus on the following:
●How to set up capacity
●How to set up work centers and machine centers
●How to set up shop calendars and capacity calendars
●How to use registered absences
●How to use capacity journals
Date: Wednesday June 26, 2019
Time: 2:00PM - 3:00PM EST
4213 Hits
Phishing emails are a form of fraud. These emails try to get personal information such as usernames, passwords, or credit card numbers. This is done by impersonating a reputable brand or person within an organization. If an employee opens a link that they don't recognize, it can be very harmful to your company. Start protecting your company by adding Microsoft 365 to your business and gaining an advanced level of security and threat protection. It's also recommended to educate employees on how to spot phishing emails to ensure that your business stays safe. Here are two tips on how to spot a phishing email.
Check the Sender's Email Address
There are so many emails that get sent to your inbox on a daily basis. Hackers can create a fake email address and select the display name that it will come from. Any from address that is not compliant with the RFC 5322 will be flagged and handled according to the phishing policy setup in Microsoft 365. When a suspicious email is received here are some things to watch out for:
1) Do you recognize the senders' email address, or it is a random string of letters?
2) You will see that the sender is not someone you work with.
3) There will be links that you are told to click on. The links will be to websites with malicious content, do not click them.
Check for Spelling Mistakes in the Body of the Email and/or in the Send Address
Hackers tend to live in different parts of the world and may not have the strongest writing skills. They rely on online translators to help them write messages, which is great for translating but not necessarily for making text grammatically correct. It's common for a phishing email to have spelling mistakes and be grammatically incorrect, which could be overlooked. If an employee receives a suspicious email, they should ask these two questions to help spot if it's a phishing email or not.
1) Does the message contain grammatical errors an English speaker shouldn't have?
2) Is the email consistent with previous emails I've received from this person?
It's essential for a small business to have security in place to detect these emails before they can cause any harm. Microsoft 365 has an ATP anti-phishing protection to protect your business from any malicious phishing attacks. Microsoft 365 offers a lot of security and advanced threat protection that small businesses should have to run a safe and successful business.
Click Here to Learn More About Microsoft 365
3532 Hits
This webinar is a continuation of the Dynamics 365 Business Central Manufacturing series. In Part 6, we will discuss how to process subcontract work in Dynamics 365 Business Central from setup until the work is finished. The webinar will also focus on the following:
• Overview of the subcontracting process in Business Central
• How to assign a subcontractor work center to a routing operation
• How to use the subcontracting worksheet to issue purchase orders to subcontractors
• How to review subcontracting ledger entries
Date: Wednesday July 31, 2019
Time: 2:00PM - 3:00PM
4187 Hits
The admin user in Offer 365 can add, delete and even manage users using the Microsoft 365 admin center. To start creating users with the Office 365 Admin Portal it’s important that each employee has their own Office 365 license. After all the licenses have been purchased the admin users can start adding users one at a time. After completing all the steps below the user will have an Office 365 license, sign in credentials and an Office 365 mailbox.
Creating users in Office 365 is a straight-forward and easy process.
1. Within the Microsoft 365 admin center
a. Look for the "Active users" tile
b. Click on "+ Add a user"
i. The following side window will open asking for information about the new user is created
2. Fill in the appropriate information and be sure to enter the product licenses before clicking the "Add" button.
ii. A user can be created without a license by clicking the last choice under Product licenses.
As you can see adding a user into Office 365 is a very quick and easy procedure. Additional features for the admin user in Office 365 include but are not limited to: creating groups, managing resources and reviewing reports. Want to learn more about Office 365 and its benefits? Click the link below for more information.
Click Here to Learn More About Office 365
6224 Hits