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...
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 ...
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...
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...
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...
Every year, Microsoft Canada recognizes Microsoft partners who demonstrate excellence in innovation and implementation of customer solutions based on Microsoft technology. Each of these partners plays an integral role in unlocking new opportunities for Canadian companies, and Microsoft is committed to helping their partner ecosystem build profitable businesses and successfully take their solutions to market.
"We are inspired and powered by our partners, with over 95% of Microsoft's commercial revenue coming through our partners. These annual awards are our opportunity to recognize all Microsoft partners that are making that possible by bringing cutting-edge solutions to complex business challenges and are helping customers overcome disruption and lead transformation in their industries across Canada," said Suzanne Gagliese, VP One Commerical Partner at Microsoft Canada.
This award recognizes a Regional Services Partner who is a Cloud Solution Provider (CSP) Direct Reseller or CSP Indirect Reseller focused on Small, Medium, and Corporate customer segments in a specific region of Canada (i.e., East, Central, West) driving impactful CSP growth.
"We are honoured to be recognized by Microsoft. We are proud to deliver a positive and unforgettable service experience to our clients. We understand the value of exceptional service is intended to set and consistently raise the standard of what is attainable. We couldn't have won this award without the help of our amazing team." Stated Andrew King, Managing Director at WebSan Solutions Inc.
Microsoft Canada presented these awards in 27 categories on July 15, 2021 as part of Microsoft's second virtual Inspire conference. Winners were selected based on the outstanding work the companies provided to their customers and community.
Microsoft recently released a ton of new financials, distribution, human resources & payroll and system enhancements in their recent October release of Microsoft Dynamics GP. One of the most anticipated features is being able to schedule check links. Users can now set up a schedule to run check links outside of regular business hours. Users will be able to run the processes without having to select the Check Links process manually.
This process uses Report Scheduler setup and functionality as long as Microsoft Dynamics GP is open, and you’re logged into the correct company. To learn more about this feature, click here: https://docs.microsoft.com/en-us/dynamics-gp/whats-new/schedule-check-links
Become a Microsoft Dynamics Expert During Self-Isolation
During this global pandemic, a lot of businesses had to close their doors. To properly enforce social distancing, these companies had to stop running their businesses. The most interesting trend that has emerged from this pandemic is the importance of cloud innovation. Microsoft has always been one of the leading competitors of technological advancement. Microsoft Teams for example has led the way as one of the top platforms being used during this time of social distancing.
One way to become a Microsoft Dynamics Expert during self-isolation is to do online training. WebSan University has over 85+ courses available for multiple Microsoft Dynamics products. These products include Dynamics 365 for Sales, Dynamics GP and Business Central. Take a course on a module, or even a product that you've never used before. Right now, is the perfect time to learn something new that will help you advance as a Microsoft Dynamics Expert. This would also be a great time to get a refresher on one of the modules that you've previously worked with.
How to Select a Marketing Automation Solution for Microsoft Dynamics 365
Companies of all shapes and sizes have one thing in common: a marketing department. The marketing mangers who run these departments all agree on the importance of a Marketing Automation Solution. One of the more popular marketing automation solutions that is available is Click Dimensions. Any company using Dynamics 365 for Sales (CRM) will be able to ingrate with Click Dimensions seamlessly. Join this webinar to learn more about how Click Dimensions can strengthen your marketing processes. Register for this webinar to learn more about the additional marketing features that come with this software. In this webinar the following topics will be covered:
● What is marketing automation?
● Why is marketing automation important today?
● Selecting the right marketing automation solution
Date: Wednesday August 12, 2020
Time: 2:00PM - 2:45PM
Top 10 Tips and Tricks for Dynamics 365 Business Central
This month's webinar is titled the "Top 10 Tips and Tricks for Dynamics 365 Business Central." Any business owner who uses Business Central won't want to miss this webinar! Learn from the pros as take a deep dive into the heart of Business Central. Watch as they demonstrate the top 10 tips and tricks that all businesses should be utilizing! Join this webinar to learn more about some tips such as:
● Multi-company access made easy
● Bookmarking
● Personalizing the system (custom fields, columns)
● Saving filtered list views
● and more
Date: Wednesday August 26, 2020
Time: 1:00PM - 1:30PM EST
Dynamics GP Migration to Business Central – is now the time?
This month's webinar will be about the number one most asked question regarding Dynamics GP. Is this the right time to move your data to the cloud? This webinar is for companies that currently have GP but are looking for a cloud solution and would like to know more about the Dynamics GP to Business Central migration process. Join this webinar to learn about the following:
● What is the future of Dynamics GP look like?
● Is it time to move to Business Central?
● What is involved in a migration to Business Central?
● What's the cost?
- Migration Services
- Software
Date: Wednesday September 23, 2020
Time: 1:00PM - 1:30PM EST
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
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
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
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
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
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.
Microsoft’s newest update covers everything from compliance requirements, message encryption to Azure password protection.
Below is a list of Microsoft 365’s new updates:
Editor in PowerPoint
The editor in PowerPoint now has multi-language support. This update can support English, French, Spanish and German. The system will recognize which language is being used and suggests fixes and appropriate grammar and spelling rules in the correct language.
Brand New Icons in Office 365
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
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