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3 Ways Microsoft Dynamics GP Will Improve Work Flow and Employee Management

With ERP software, redundant and repetitive tasks can be greatly reduced thereby improving overall organizational management and employee productivity. With Microsoft Dynamics GP, here are 3 ways that ERP software can help your company maximize its potential and improve overall efficiency: 

Payroll Management

With certain employees undertaking various roles within your company, it can be difficult to track their time and expenses. Employee Accounts and Splits organizes employee cost and expense distribution, allowing companies to manually control how an employee’s time and expenses will be divided based on department, position, pay code, or general ledger account.

Manage Employee Absences

Whether it be due to vacation time, sick leave, or administrative leave, employee absence can disrupt work flow and result in extra work for payroll to manage absences. Moniroo, a time and expense system integrated with Microsoft Dynamics GP, helps to streamline this process by calculating accruals and managing employee absences through pre-configured leave plan details. Additionally, Moniroo allows companies to track employee expenses and generate automated expense reports and reimbursements.

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3 Biggest Failure Cases of ERP Implementation and How You Can Avoid the Same Mistakes

ERP implementation is a quite an expensive and difficult process not only for small companies but for some multinational giants as well. However, with full preparation and thorough research to manage expectations, a successful ERP implementation can be achieved. Below, we outline the 3 biggest failure cases of ERP implementation and offer tips on what you can do to avoid the same mistakes.

Nike and a $400 Million “Glitch”

In 2000, Nike decided to upgrade their ERP system and invested $400 million dollars into the software called i2, where their initial goal was to manage supply chain and forecast the demand for products. This decision became a disaster for shoe giant with $100 million in sales loss and 20% stock price decrease because of a software glitch, which in turn, made stores unable to fill orders for the Air Jordans.

To avoid the same mistake, be sure to set realistic goals for your ERP implementation process early on and ensure that you take enough time to test the system for any kinks that need to be ironed out before moving forward with implementation.  

Hershey and a Halloween Disaster

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Get Your Head out of the Clouds: 3 Reasons to Consider Switching to Hosted Microsoft Dynamics GP

Contemplating the security of your company’s data or server backups may make you want to just keep your head in the clouds. Although much consideration should be made when deciding between going hosted or on-premise for your ERP system, going hosted offers some crucial benefits that cannot be overlooked. Here are the top three reasons why switching to hosted for your ERP system is worth the effort:

1.Security

Going hosted means that you no longer need to worry about the state and security of your data. Your hosting provider’s data center can ensure that data is backed up. You can go about your day knowing that you’ll always have access to your data.

2.Technical Know-How

Securing your data in the cloud and having a hosting vendor means that you can leave all the technical terms to the guys who know them best. You no longer have to think of “customizations,” “compliance” or “rebooting” and instead focus on the data at hand and performing your day to day tasks.

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WebSan Solutions Offers “What’s New in Microsoft Dynamics NAV 2017” Webinar

Download our FREE Microsoft Dynamics NAV Trial

Last October 2016, Microsoft released an update for Microsoft Dynamics NAV 2017 that boasts notable features particularly within the finance module, items, jobs, workflow templates and integration with Office 365. To dive deeper into the features and functionalities of this new update, WebSan Solutions is offering “What’s New in Microsoft Dynamics NAV 2017” webinar on Thursday, April 20th, 2017 from 11:00 AM to 11:30 AM EST.

The free 30-minute webinar will not only discuss the new features of Dynamics NAV 2017, it will also offer some tips and techniques for best practice. Some of the new features that will be discussed include:

  • New financial reports and workflow templates
  • Updates to inventory items, the finance module and Jobs feature
  • Interconnectivity with Office 365 and Power BI
  • Smarter sales and purchase documents
  • And more

Register today to reserve your spot!

Click here to register for this webinar

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5 Head to Head Comparisons of Dynamics 365 for Financials and QuickBooks Online

QuickBooks Online is one of the most well-known accounting software out in the market. On the other hand, since its release back in Fall 2016, Dynamics 365 for Financials has showcased strong capabilities in accounting and financial management targeted for small to medium sized businesses. To see a side by side comparison of both systems, WebSan Solutions has recently conducted a webinar that highlighted the notable features of both Dynamics 365 for Financials and QuickBooks Online.

The half-hour webinar generated a lot of interest not only from the Microsoft Dynamics community but also from those seeking to learn more about the features and functionalities of both systems. The webinar focused on the comparing five aspects of the two systems particularly reporting, business intelligence, integration to other systems, multi-currency and the mobile app.

The webinar sought not to parlay which system is better but more so to showcase a fair head to head comparison of both systems. While QuickBooks Online is notable for its strong integrations to other systems, there’s no doubt that Dynamics 365 for Financials will continue to improve as the system continues to grow in the coming months.

To learn more about how Dynamics 365 for Financials compares to QuickBooks Online, watch the recording below.

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

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WebSan Solutions Offers “5 Head to Head Comparisons of Dynamics 365 for Financials and QuickBooks Online” Webinar

Since Dynamics 365 for Financials’ release back in Fall 2016, one of the most asked about topics is how the software compares to QuickBooks. Dynamics 365 for Financials has been promoted by Microsoft as its offering for small to medium-sized businesses looking for software that can not only handle business financials but also has the ability to grow with their company as their business needs change over time. To address one of the most popular questions asked within the Dynamics 365 community, WebSan Solutions is offering the “5 Head to Head Comparisons of Dynamics 365 for Financials and QuickBooks Online” webinar.

The free 30-minute webinar will be held on Wednesday, March 8th, 2017 from 11:00 AM to 11:30 AM EST. The main objective of the webinar is to showcase a head-to-head comparison of Dynamics 365 for Financials and QuickBooks Online, specifically each software’s features and functionalities of reporting, business intelligence, integration to other systems, multi-currency and the mobile app.

While attendees can expect to gain more insight into the features of Dynamics 365 for Financials and QuickBooks Online, it’s worth noting that this webinar serves as an overview of the two systems. Register today to reserve you spot!

Click here to register for this webinar

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

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Microsoft Dynamics 365 for Financials Boasts New Capabilities and Updated Features

In its February release, Microsoft Dynamics 365 for Financials brought forth a number of new capabilities and updated features. Notable ones include the following:

  • Improved Setup and Configuration

A new Services and Extensions button is added to the Business Manager and Accountant Role Center. This button brings up a list of setup pages, service connections and add-ons which can be enabled either through assisted or manual setup.

  • Contact Management

This feature allows the user to quickly identify and delete duplicate contacts on their customer list right from the new Contact Duplicates tile in the Sales and Relationship Manager Role Center. A sales person or purchaser code can also be set up to be automatically included on new sales or purchase orders, making it easier to follow an individual employee’s performance as a basis for calculating the sales commission or bonus.

  • Multiple Locations

Users can manage inventory in multiple locations or within different bins in a warehouse and buy and sell from various locations. The Availability per Location window shows information on item availability per inventory location, while transfer orders allow the user to move items between locations.

  • Dynamics 365 for Sales Integration

The Dynamics 365 for Sales Integration functions as a Customer Relationship Management integration. Users can synchronize their data (sales orders, item availability, currencies) between the two apps using the assisted setup function, making for a more seamless lead-to-cash process.

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Your Top Questions About Dynamics 365 for Financials Answered

Download our FREE Microsoft Dynamics 365 Demo

Since its release in late 2016, there has been great interest with Microsoft’s new Dynamics offering – Dynamics 365. The product features Financials, Sales, Customer Service, Field Service, Operations, Project Service Automation and Marketing. We have received the most number of inquiries focusing on the Financials module. In the hopes of addressing the most commonly asked questions regarding the Financials module, WebSan Solutions is offering the Dynamics 365 Content Pack.

The Dynamics 365 for Financials Content Pack serves as a resource for those who wish to learn more about the product. In addition to the Dynamics 365 for Financials page which outlines features of the module and its benefits, the Content Pack provides a space to ask questions and get them answered.

The Content Pack also provides a link to our FAQ document and free trial, how-to videos, and online purchase form should you be interested buying Dynamics 365 for Financials.

Microsoft is still in the process of releasing additional features for Dynamics 365 in Spring 2017. In the meantime, keep posted on our YouTube channel for quick tips on how to navigate the system and for any updates on upcoming new features.

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WebSan Solutions Collaborates with CPA Academy to Offer First CPE-Accredited Microsoft Dynamics 365 Course

WebSan Solutions has teamed up with CPA Academy to host the webinar entitled “Microsoft Dynamics 365: Take Your Business Financials to the Next Level” and offer the first CPE-Accredited Microsoft Dynamics 365 course.

Both the webinar and the CPE-accredited course serve to generate greater awareness of Dynamics 365, promote the product’s features and functionality and broaden its reach to those who may be looking for a new ERP software.

CPA Academy has long been a proponent of knowledge sharing and idea exchange through its webinars and self-study courses that focus on the developments relevant to the accounting industry. With this, it became a natural fit to collaborate with the CPA Academy team to host the webinar and the first CPE-accredited Dynamics 365 course.

The webinar focused on providing an overview of Dynamics 365 Financials, show the Exchange and Office 365 integration, feature Power BI and discuss pricing and a demo of the system. On the other hand, the self-study CPE course allows registrants to access the material online 24/7 and study at their own pace.

The webinar was a success reaching around 200 attendees. Those interested can view a free video recording of the webinar here and register for the self-study CPE-accredited course here

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WebSan Solutions Offers Power BI for Dynamics 365 Webinar

On December 15, 2016 at 11:00 AM EST, WebSan Solutions will be offering a free webinar on Power BI for Dynamics 365. The 30-minute webinar will focus on how small businesses can benefit from using the business intelligence tool. In addition, attendees will also see a demo of Power BI’s top features and learn how to create dashboards, reports and analytics.

This webinar is a continuation of our series showcasing the different modules, integrations and features of Dynamics 365. While the first webinar, Dynamics 365 for Small Businesses gave an overview of Dynamics 365 and highlighted the Exchange and Office 365 integration, the upcoming webinar serves to show how Power BI can give a 360-degree view of your business with important metrics and interactive reports. Register today to save your spot!

Click here to register for Power BI webinar

Linz Tan, Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence 

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WebSan Solutions Offers “Dynamics 365 for Small Businesses” Webinar

In light of Microsoft’s recent release of Dynamics 365, WebSan Solutions is offering a free 30-minute webinar to discuss how small businesses can best benefit from the system. The webinar will be held on Thursday, November 17, 2016 at 11:00 AM EST.

The webinar will provide an introduction to Dynamics 365, its modules, top features and functionalities as well as discuss how Dynamics 365 can serve as an all-in-one business solution. The webinar aims to suggest ways on how the system can be tailored to address common needs of small businesses such as managing cash, quickly identifying business trends and opportunities, and reviewing customer payments and the overall health of the business.

Click here to register for Dynamics 365 for Small Businesses Webinar

Linz Tan, Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence 

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WebSan Solutions Offers Dynamics 365 for Financials with Flexible Implementation Plans

WebSan Solutions Inc. is leading the charge with the largest number of live customers on Microsoft Dynamics 365 Financials amongst all Partners in Canada. The company offers Dynamics 365 for Financials with Basic, Professional and Premium implementation plans at price points that all meet market demand for a cost-effective solution. With Dynamics 365, the company is able to provide a solution that supports small to medium-sized businesses and can compete with QuickBooks.

With increasing customer demand for solutions that are affordable, easily accessible and integrated, Dynamics 365 serves as an all-in-one business software that combines CRM and ERP to provide financials, sales, and marketing. Microsoft is leading the way with simple to use and fully integrated solutions for the small business market.

“We are thrilled to offer Dynamics 365 for Financials with three implementation plans that cater to our customers’ varying needs with an intelligent cloud business application in the forefront,” states Andrew King, Managing Director of WebSan Solutions. “With these offerings, we hope to provide our customers the best value and flexibility whether they need online training or data migration along with this robust solution.”

For more information on WebSan Solutions’ implementation plans visit https://www.websan.com/microsoft-dynamics-365/dynamics-365-implementation

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Dynamics 365 is Finally Here

Consumers today are looking to invest in software that is not only accessible and responsive, but one that is also collaborative, easily accessible and can grow along with your business and its ever-changing needs. Dynamics 365, Microsoft’s latest offering, combines CRM and ERP to provide sales, customer service, field service, operations, financials, marketing and project service automation into a single software package. With a familiar interface and integration with Office 365, this all-in-one solution improves productivity and automates business processes. The solution is now available and you can get our free trial by clicking here.

Our free trial contains sample data and allows you to see the system for yourself, create your own sales documents and set up a bank account. If you’re curious to find out more about Dynamics 365’s features, this blog post covers the differences between Dynamics 365 business and enterprise edition. In addition to outlining the modules, the blog post provides an overview of which edition is best suited for your company.

If you’re ready to purchase or curious about how much Dynamics 365 costs, our pricing page provides information on what each edition includes.

We’re always here to help! Contact us today to find out if Dynamics 365 is the right fit or if any of our other Dynamics solutions can be better suited. For those interested in learning more, register for our free webinar on Dynamics 365 for Small Businesses.

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

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WebSan Helps Determine Which Microsoft Product Is Right for You

With numerous ERP software solutions out in the market, consumers may find it overwhelming to pick one that would best fit their needs. WebSan Solutions aims to streamline the ERP selection process by offering a quick and comprehensive guide to help determine which Microsoft product is right for you.

With over ten years of expertise in offering top-notch software solutions, we’ve advised many companies about which products will help improve their business processes and bottom line.

The infographic below showcases WebSan’s product offerings – Microsoft Dynamics 365 Business and Enterprise edition, Microsoft Dynamics NAV and Microsoft Dynamics GP.  Depending on the company’s size, industry, budget and need, the infographic summarizes the products’ main features and modules and suggests which product would be the best fit.

The four-step guide helps to simplify the ERP selection process by asking questions that software buyers will find easy to answer. Although created to offer general product recommendations, the infographic will give software buyers an overarching idea of which solution would best benefit them.

To learn more about our product offerings and how we can help your business, click here or contact us

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Microsoft Dynamics 365 Business vs. Enterprise Edition

Download Our FREE Microsoft Dynamics 365 Demo

If you’re looking for a cost-effective ERP solution that combines sales, customer service, operations, financials, field service, project service automation, Marketing and Customer Insights, Dynamics 365 Business Central offers all these capabilities plus familiar tools that can grow with your business. Designed to work seamlessly with Office 365 and Dynamics 365 for Sales, Dynamics 365 Business Central encourages users to start small by using only apps that they need and expanding as their business requirements change.

Below, we outline the differences between Dynamics 365 Business Central and Enterprise editions:

Dynamics 365 Business Central

Dynamics 365 Enterprise Edition

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Try our Microsoft Dynamics 365 Demo!

Microsoft Dynamics 365 for Financials is a business management solution that’s connecting people and processes like never before. From day one, it makes ordering, selling, invoicing, and reporting easier and faster. 

This system is for small to medium sized businesses looking for a cloud-based solution to integrate their ERP and CRM system. 

By downloading this demo, you will learn the benefits and advantages of Dynamics 365 and get all the information you need to make better business decisions. 

Dynamics 365 is the perfect fit for SMB's looking to boost efficiency with automated tasks and workflows all from within familiar tools like Outlook, Word and Excel. 

Here are some reasons that you should download this demo:

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The Benefits of Integrating your ERP software

Apart from selecting the right ERP software, one of the key components to identify before purchasing is the ERP software’s integration with a Customer Relationship Management (CRM) and a Time and Expense system such as Moniroo.  

While a CRM system gives insight to help analyze different points of contact between the customer and the company, a time and expense system keeps track of how you utilize your resources and enables you to better leverage your employees’ time.

Below, we outline the top benefits of integrating your ERP software with a CRM and time and expense system.

  1. Data synchronization

An integrated solution eliminates the duplication of data entry and streamlines order and customer data processing.  Data that can move seamlessly between systems include product and customer information, sales orders, inventory levels and shipping updates.

    2. 360 degree view of your customer

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WebSan Solutions Inc. Ranks No. 185 on the 2016 PROFIT 500

PROFIT and Canadian Business unveils 28th annual list of Canada’s Fastest-Growing Companies

Toronto--(September 15, 2016) Canadian Business and PROFIT today ranked WebSan Solutions Inc. No. 185 on the 28th annual PROFIT 500, the definitive ranking of Canada’s Fastest-Growing Companies. Published in the October issue of Canadian Business and at PROFITguide.com, the PROFIT 500 ranks Canadian businesses by their five-year revenue growth.

WebSan Solutions Inc. made the 2016 PROFIT 500 list with five-year revenue growth of 324%.

“Companies become a part of the PROFIT 500 through innovative thinking, smart strategy and sheer grit,” says James Cowan, Editor-in-chief of PROFIT and Canadian Business. “These firms demonstrate what Canadian entrepreneurs can achieve, both at home and across the globe.”

“We are honoured to be on the PROFIT 500 ranking,” says Andrew King, Managing Director of WebSan Solutions Inc. “This achievement reflects our commitment towards providing the highest quality of service and solutions to our clients.”

WebSan Solutions Inc. is dedicated to helping businesses make better business decisions by providing customizations, seamless integration and access to important company data and information. With multiple decades of combined experience in the areas of ERP, and IT consulting, we offer guidance and assistance to any sized company, looking to increase profitability by more effectively managing their resources, and improving productivity and efficiency in their operations.

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Key Steps for Selecting the Right ERP Software

Enterprise Resource Planning (ERP) software offers the benefits of streamlined and integrated business processes, lower cost of operation, improved reporting capabilities, data security and increased productivity. With multiple benefits brought about by an efficient ERP system, the process of selecting the right system that can help support your organization’s needs can at times be daunting.

To help increase the odds of choosing the right ERP software, below is an ERP selection tip sheet that outlines key steps for selecting the right ERP software.

1. Know and prioritize your software requirements

  • Start by identifying what challenges you want to solve and what your current system is unable to do for you. It’s best to divide the list into features that are must-haves and nice-to-haves. The more specific you can be about your software requirements, the better. As an article from Software Advice notes: “by knowing what you need, you’ll be in a better position to control the selection process, rather than let software vendors dictate your needs.”

2. Carefully evaluate your options before deciding on an ERP system

  • It’s important to consult management and key stakeholders and ask them for their input in the evaluation phase. It’s also worth considering how the systems you’ve shortlisted affect integration with your existing office systems, the ERP system’s reporting capabilities and metrics.

3. Build a short list of software vendors

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WebSan Solutions is a 2016 Finalist for CDN Awards

WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider, has been named a finalist in the Best Service Organization and Small Business Solution categories for this year’s Computer Dealer News (CDN) Channel Elite Awards.

CDN has been the voice of the IT solution provider community in Canada for more than thirty years and defines an information technology solution provider as an organization that resells computer hardware, software or peripheral products along with providing IT related professional services, support services, or consulting in a cloud or on-demand environment, on-premise fashion or as managed services.

CDN’s Channel Elite Awards recognizes IT solution providers for their innovation, leadership and commitment to creating business value and game changing solutions for customers. Finalists are chosen based on the following criteria:

  • Innovation: Originality in the application of the IT solution to the business problem
  • Improved Sales or Revenue: Evidence that the solution benefited the customer with improvement in sales, revenue or cost reduction measured in dollars or percent
  • Improved Efficiency: Evidence that the solution benefited the customer with increased efficiency
  • Customer Service: Evidence that the solution benefited the client with improved internal and/or external customer service
  • X-Factor: In what way(s) did the solution provider and/or the solution go above and beyond industry norms.

Channel Elite Award winners and finalists will be recognized at CDN's Channel Elite Awards Gala and networking event on September 29, 2016 at the Paramount Conference and Event Venue in Woodbridge, Ontario.  All winners and finalists will be posted on www.computerdealernews.com.

“We are thrilled to be on this prestigious list of finalists for the 4th consecutive year,” says Andrew King, Managing Director at WebSan Solutions Inc. “Being on this list reaffirms our longstanding commitment towards offering the highest quality of service and solutions to our clients.” 

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