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

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 8^th, 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

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.

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.

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. 

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 

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 

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

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

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. 

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:

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:

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

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.

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

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 4^th 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.” 

Retrieving data and metadata for reports In Microsoft Dynamics CRM can be done using SQL views. In Dynamics CRM, users can run queries on SQL views that are automatically created. As the image below shows, names within the SQL views are easy to identify. A Microsoft tip sheet notes that SQL-based reports in Dynamics CRM use the filtered views provided for each entity to retrieve data for the reports. 

To obtain the query, users can download the SQL Server Management Studio (SSMS) online. 

Apart from being automatically created, Filtered Views offer the benefit of being updated for custom entities, having security embedded in the view, and being supported after patches, service releases and upgrades.

To learn more about how WebSan Solutions can support your Dynamics CRM projects and implementation, visit our Solutions page or contact us. 

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

On July 28^th, 2016, at 2:00 PM, WebSan Solutions will present a webinar showcasing the highlights and capabilities of one of the newest additions to Microsoft Dynamics CRM – Field Service. The module, known for being highly configurable and scalable, makes for a robust solution that can be of value to different types of users, particularly those who want to create and manage standard and customized reports.

The free 30-minute webinar aims to provide an introduction to Field Service and discuss what the solution is, who it’s a good fit for, and its components. The webinar will also feature a demo of Field Service highlighting the module’s key features.

Register today to reserve your spot for the Microsoft Field Service webinar!

Click here to register for Microsoft Field Service webinar on July 28 at 2:00 PM EST

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

Running a well-oiled support desk is not for the faint of heart. There are so many moving parts…Does the customer have a support agreement? Does the contacting party have authority to open a support ticket against the agreement? What is the issue? Is the issue covered under the support agreement? What is the expected turn-around time? How does this relate to its priority in the queue? Which support resource should be assigned the ticket? Is the support resource staying on top of the ticket? 

Did you know there is a whole area inside your Dynamics CRM environment that is fitted with tools to manage your support operations? It is neatly tucked away in Settings under Service Management and contains a slew of menu items to manage the many facets of the support process. 

Through the combined forces of Service Level Agreements (SLAs) and Entitlements you are armed with a pairing which allows for a flexible support model. SLAs offer variable levels of support, with varied turnaround times and price points, while Entitlements allow you to define the variable by which support is measured (time vs count), who can open support tickets against the agreement, the products/services covered under the agreement, and the channels by which a support ticket can be submitted.

Depending on how support tickets are received, Automatic Case Creation & Update Rules may prove to be a mighty ally. This feature automates the process of creating/updating records based upon predefined settings and conditions. One such condition is whether an Entitlement exists for the submitting customer. Take your automatically created cases, and make use of Routing Rule Sets, which read the properties of the Case and route the records to your various Support Queues to be picked up by your Support Resources to be worked on. It is worth noting that Routing Rule Sets can also be applied manually if your support tickets reside in a “bucket” for assignment.

For in depth details about Service Management, tune into this webinar.

One of the most notable features of the new release of Microsoft Dynamics GP is an improved version of the web client. The web client allows users to access some of the system’s capabilities on-the-go, and gives IT professionals the deployment option of providing users with a URL to log into the system. Below, we list the most significant improvements and how GP is now easier to use than ever before.

1. Integrated search functionality

Apart from finding the window or the report that you need, the integrated search functionality will bring up a list of all the open windows and reports that are relevant to your search term and criteria. With this feature, users no longer need to remember where a specific window is. By typing the window name into the search field, the web client will immediately hyperlink to it.

2. Support for a variety of web browsers and mobile devices

The web client, which was previously only accessible using Silverlight and Microsoft browsers, can now be run through iPad, android tablets, Internet Explorer, Microsoft Edge, Google Chrome, Mozilla Firefox, and Safari, since it uses the latest release of the universally accepted hypertext markup language – HTML 5.