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

Click Here to Sign Up for the Webinar Today!

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

Click Here to Sign Up for the Webinar Today!

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

If a business wants to be successful in this modern digital world, it must remain innovative. Operating as a fully digital firm goes beyond just having an electronic communication system installed. It’s about running the company using ERP software to streamline the business and create B2B integration. In this new digital era, the demand for B2B integration is on the rise and is turning into a requirement in order to work with most companies.

Electronic Data Interchange (EDI) is the computer-to-computer exchange of business documents. It allows businesses to send documents to one another using an electronic format. This standard template can then be read by different systems to locate information. The most common documents that are sent using the EDI template are purchase orders, purchase invoices, advance ship notices, bills of lading, inventory documents, shipping documents, payment documents, and even some custom ones.

The Benefits of EDI

Reduced Costs
By sending a document using EDI, a company can reduce its costs on printing, reproduction, storage, filing, and document retrieval. This also frees up the individual to focus on more important tasks.

Improved Data Quality
One of the most common areas for human error is data entry. By using EDI to import the data from the document into the system, there is less room for error resulting in better data quality.

Shorter Business Cycle
Companies using EDI will have a shorter business cycle because they receive the documents quicker. A transaction that use to take up to five days to complete can now be completed within an hour. Orders and payments will be processed a lot quicker which will increase the cash flow of the company.

Improved Data Security
EDI is a secure way to transmit data from one computer to another. Encryption and decryption programs along with passwords are used to ensure that the data is safe while being transmitted.

Ease of Auditing
Since EDI is transmitting all the data into the system, there is less room for any errors so therefore auditing will become much easier. Reports can be created for all the EDI transactions and then presented to the auditor, making the whole auditing process quicker and easier.

Strategic Business Benefits
Adding EDI into your current Dynamics GP environment will strengthen businesses and create strategic business benefits. Using digital transactions, businesses can always be up-to-date with all the transactions statuses. This knowledge will help the business to make better and faster business decisions going forward.

Contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. to get started today

Microsoft Dynamics 365 Business Central: Manufacturing Series Part I Manufacturing Concepts

In this webinar we'll be providing an introduction to the Manufacturing Module in Microsoft Dynamics 365 Business Central. The manufacturing process is done in multiple steps and requires some initial set up. This webinar will provide all the groundwork needed in order to start converting materials into produced end items. Some of the items covered in this webinar are;

•Items and Master Data
•BOM/Routing
•Production Orders

Date: February 26, 2019
Time: 2:00PM - 3:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Microsoft Power BI can help company owners take a closer look into their business using stunning dashboards and visuals. They can also be optimized to locate and display only the most critical data. This data can then be used by company owners to review and streamline their business processes wherever it may be needed.

There are a large variety of data sources that connect to Power BI, and the list is continuously being updated. This data can then be altered and placed as a visual, measured or calculated column and then is added to a dashboard. It’s possible to share this information with colleagues at work by granting them access right from within Power BI.

These are six main components that make Power BI into such a strong and powerful tool.

Power Query: Importing and formatting the Data
The Power Query allows you to import data from sources such as SQL Server, Oracle, MySQL, DB2, and the list goes on. It can also extract data from multiple file formats such as CSV, Text, and Excel. The imported data can be formatted by adding columns, charts or any other visuals onto the dashboard.

Power Pivot: Relationship Creating Tool
Relationships can be created using the Power Pivot function inside Power BI. Power Pivot is a powerful tool used to review data and create visual data models. To link tables together, Power Pivot can analyze the databases and see if the tables have any matching data inside. This function also allows the user to create calculations using the data, such as a calculated column or a measurement.

Power View: Data Visualization Tool
Power View is used to transform the data into interactive charts, graphs, maps, and other visuals. These visuals will only display the most important data since the data can be filtered using Filter Panes, slicers, and cross-filters.

Power Map: 3D Geospatial tool
The Power Map feature is used to create charts for Geospatial data into a 3D visual. Using the Geospatial users can display a metric visually on a map using visuals or even a heatmap. The maps are connected to Bing and are constantly refreshing to display real-time data.

Power Q&A: Answering and Question search engine
Users can ask the Q&A any questions regarding the data and get the quickest answers. Make sure to use natural language that the system would understand such as “Number of Products by Location.” Click Here for a list of words and terminology that Power BI Q&A recognizes.

Microsoft Power BI has six main components that make it such a powerful tool. It has become one of the most popular programs amongst small business owners to analyze their data. Watch this “Power BI 101 Webinar” video that goes beyond just the fundamentals of Power BI. This video will demonstrate how to create a dashboard using Power BI.

Key Differences and Comparison:
Dynamics GP & Dynamics 365 Business Central

Microsoft Dynamics GP has been around for over 20 years and Microsoft Dynamics 365 Business Central is Microsoft’s newest accounting system. Both systems are geared to manage core finances for small and medium-sized businesses, but they also have some key differences. This webinar will be comparing the differences between Business Central and Microsoft GP, topics will include:

-Multicurrency
-Financial Reporting
-G/L Account Structure
-Project Accounting
-Manufacturing

Date:  Wednesday August 22, 2018
Time: 11:00AM - 11:30AM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Is Microsoft Dynamics GP Dead?

Is Dynamics GP dead? For 20 years Dynamics GP has helped business become digital. Rest assured Microsoft Dynamics GP has made its mark in the Dynamics ecosystem, and it’s here to stay. Join our webinar and find out where Microsoft Dynamics GP is headed.

This webinar will cover

-The future of Dynamics GP
-What it means for your business

Date: Wednesday August 29, 2018
Time: 11:00AM - 11:30AM EST

Microsoft Canada has announced that it has named WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider, a finalist for the Modern Marketing Innovation Award of the 2018 Microsoft IMPACT Awards for the second consecutive year.

Each year, Microsoft Canada hosts the IMPACT Awards to celebrate innovation in technology recognizing the outstanding work our partners do to deliver virtually seamless solutions to customers. The IMPACT Awards showcase the excellence and innovation within our Canadian Partner community.

The Modern Marketing Partner of the Year Award recognizes a partner who is using modern/digital marketing practices to acquire, convert and retain customers. The Modern Marketing Innovation Award recognizes an exceptional partner who excels at developing and delivering the use of campaigns using SEO, SEM, Search, Content Marketing or Social and demonstrates their Impact to drive leads and opportunities.

Microsoft IMPACT Award winners and finalists will be recognized at the IMPACT Awards Finalist Dinner of the Microsoft Inspire event on July 15, 2018 in Las Vegas, Nevada. A listing of all winners and finalists are on www.microsoft.com/en-ca/sites/impact-awards.

“We are thrilled to be recognized as one of the finalists of the Microsoft Modern Marketing Innovation Award for the second year in a row,” says Andrew King, Managing Director at WebSan Solutions Inc. “WebSan Solutions’ digital marketing solutions have always achieved the goal of making Microsoft Dynamics products easily accessible and readily available to both customers and prospects through our unique marketing efforts.”

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!

WebSan Solutions Inc. is proud to announce that our team has won the 2018 Microsoft Canada Modern Marketing Innovation award.  These annual awards recognize Microsoft partners who demonstrate excellence in innovation and implementation of customer solutions based on Microsoft technology. Microsoft prides on having the largest partner ecosystem in the industry, with over 14,000 partners across Canada. Each of these partners play 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.

Microsoft Canada presented these awards in 16 categories on July 16, 2018 at the Microsoft Inspire conference in Las Vegas, Nevada. Winners were selected based on the outstanding work the companies provided to their customers and community.

“This year’s IMPACT award winners represent the best and most forward-thinking innovators coming out of our partner community in Canada,” said Suzanne Gagliese, Vice President, One Commercial Partner, Microsoft Canada. “Microsoft’s partner ecosystem plays a fundamental role in driving Canada’s innovation agenda forward, and ultimately strengthening our position as a globally competitive and prosperous country. We congratulate all of the winners on this amazing achievement and their continued dedication to bringing cutting-edge solutions to complex business challenges and providing digital transformation opportunities for our shared customers.”

“To be among great company and win the Modern Marketing Innovation award is such a great honour. For me, it validates the hard work and tireless efforts of our marketing team to achieve outstanding results.

Our accomplishment illustrates our ability to stay ahead of the curve and serves as a testament to all our marketing efforts.” stated Andrew King, Managing Director at WebSan Solutions Inc.

WebSan Solutions Inc. is proud to announce that our team has won the 2018 Microsoft Canada Modern Marketing Innovation award.  These annual awards recognize Microsoft partners who demonstrate excellence in innovation and implementation of customer solutions based on Microsoft technology. Microsoft prides on having the largest partner ecosystem in the industry, with over 14,000 partners across Canada. Each of these partners play 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.

Microsoft Canada presented these awards in 16 categories on July 16, 2018 at the Microsoft Inspire conference in Las Vegas, Nevada. Winners were selected based on the outstanding work the companies provided to their customers and community.

“This year’s IMPACT award winners represent the best and most forward-thinking innovators coming out of our partner community in Canada,” said Suzanne Gagliese, Vice President, One Commercial Partner, Microsoft Canada. “Microsoft’s partner ecosystem plays a fundamental role in driving Canada’s innovation agenda forward, and ultimately strengthening our position as a globally competitive and prosperous country. We congratulate all of the winners on this amazing achievement and their continued dedication to bringing cutting-edge solutions to complex business challenges and providing digital transformation opportunities for our shared customers.”

“To be among great company and win the Modern Marketing Innovation award is such a great honour. For me, it validates the hard work and tireless efforts of our marketing team to achieve outstanding results.

Our accomplishment illustrates our ability to stay ahead of the curve and serves as a testament to all our marketing efforts.” stated Andrew King, Managing Director at WebSan Solutions Inc.

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:

• Employee Timesheets
• Manage Employee Details
• Bank Integration
• Direct Deposit or Cheque Payments
• General Ledger Integration
• Up-To-Date Tax Tables
• Security
• Privacy
• Back-Ups
• ESS (Employee Self Service)

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

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: