An Enterprise Resource Planning (ERP) system helps integrate processes which are essential to a business, including accounting, inventory, order management, human resources, and Customer Relationship Management (CRM). Today, an increasing number of both big and small to mid-sized organizations use ERP software to help streamline processes and information across the organization and integrate these functions into a single, complete system.

Software Advice, a trusted resource and advisory firm for software buyers recently conducted a study that analyzed the purchasing behaviour and implementation concerns of 250 prospective ERP software buyers. The study reveals that 54 percent of current ERP users are dissatisfied with their systems’ integration capabilities—this is one of the main reasons why many are seeking out a new ERP system.

ERP Implementation and Support

The study notes that 24 percent of buyers want to replace their current ERP software due to a lack of technical support. Forrest Burnson, the study’s main researcher, says, "It's critical for firms to carefully assess how capable they are in selecting and implementing a new ERP system. All too often there is a disconnect between a firm's expectations and what the vendor will actually provide in terms of implementation services and continued support. As ERP systems are significant investments, it is wise for prospective buyers to seek the help of a third party consulting firm if they're unable to do all of the due diligence in-house to ensure that the selection and implementation processes go smoothly.”

What WebSan Solutions Can Offer 

Microsoft Dynamics CRM is a fast, flexible and reliable CRM solution that helps manage customer information across different functions such as Marketing, Sales and Service. Here are the top 5 ways Microsoft Dynamics CRM can benefit your business:

1.Integration with Microsoft Office and Office Outlook

Microsoft Dynamics CRM easily integrates with tools like Microsoft Word, Excel and Office Outlook. With the system’s familiar and user-friendly interface, employees can efficiently pull information and gain quick access to the data they need.

2. Adaptable Dashboards

The dashboards feature adapts to job functions and each user’s preferences providing a real-time, overall view of business areas from lead generation, pre-sale to customer service. Users can also customize dashboards depending on the functionality that is most needed. 

WebSan's YouTube account began in 2012 to showcase training and webinar videos featuring Microsoft Dynamics GP and CRM. Today, our YouTube account has more than 50,000 views. We're sending a big thank you to our YouTube subscribers and viewers. Without your support, we wouldn't be celebrating this milestone!

Here are our top 2 most viewed videos:

• Management Reporter for Microsoft Dynamics ERP
• 10 Tricks in 30 Minutes: The top 10 Features of Dynamics GP You’re Not Using and Should Be

Stay up to date with our new videos by subscribing to our YouTube channel.

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

WebSan's YouTube account began in 2012 to showcase training and webinar videos featuring Microsoft Dynamics GP and CRM. Today, our YouTube account has more than 50,000 views. We're sending a big thank you to our YouTube subscribers and viewers. Without your support, we wouldn't be celebrating this milestone!

 Here are our top 2 most viewed videos:

• Management Reporter for Microsoft Dynamics ERP
• 10 Tricks in 30 Minutes: The Top 10 Features of Dynamics GP You’re Not Using and Should Be

 Stay up to date with our new videos by subscribing to our YouTube channel.

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

WebSan Solutions is taking their Dynamics curriculum to the next level, by offering training in Dynamics CRM!

We’ve received a lot of praise from the Dynamics community for our GP course catalogue, so we decided to create a CRM training catalogue.

Our Learning Management System provides you with interactive material, such as videos, tests, documents as well as video conferencing that will accelerate the process of learning Microsoft Dynamics.

Get trained in WebSan University and gain the skills needed to help your businesses automate their customer relationship management.

At this time we have the following courses available: 

To run a successful business, it is important to create cohesion among your data. Microsoft Dynamics GP allows you to do just that by providing flexible, easy-to-use business management functionality that can help efficiently manage your data and business system. Here are the top 3 reasons why you should consider purchasing Microsoft Dynamics GP: 

1.Simplicity and Adaptability

Dynamics GP can easily integrate with other Microsoft productivity tools such as Microsoft Office, giving your business the ability to boost productivity and gain quick access to valuable information. Dynamics GP’s adaptable features help support your business’ needs by offering capabilities that can be used through email, instant messaging, voice and in the cloud.

2.Efficiency

Beginning February 19, WebSan Solutions will hold a webinar series to put a spotlight on Microsoft Dynamics GP’s Manufacturing Module. The series will be divided into 10 parts and will detail the Manufacturing feature’s flexibility and functionality.

Part One of the series offers a look into Manufacturing Concepts and will teach you tips and techniques to help make your implementation successful.

The Manufacturing Module has been one of our most requested webinar series, and now it’s here! Space is limited for part one, so hurry and register below to reserve your spot and take part in this new and exciting webinar!   

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

Register for Part 1-Manufacturing Concepts on Feb. 19, 11 AM EST

Here at WebSan Solutions, we strive to provide our customers and the Dynamics GP community with insightful and relevant information. Throughout the years, our support team has written articles based on common issues that users have come across and we have gotten wonderful feedback from the community. Here is a list of some our most popular blogs about Microsoft Dynamics GP:

1. Common EFT Issues in Microsoft Dynamics GP 
2. Report Writer Tricks #1: Copy Formatting from an Exisiting Report for a Company 
3. Bank Transfer Common Mistakes 
4. Resolving The “File not found: VBA6.dll” Error
5. Report Writer Tricks #2: Importing Modified Reports Without Kicking Out Users 
6. Copying Custom VBA Forms 
7. Why Doesn’t my GL Match my Sub-Ledger? 
8. Why Aren’t My Cash Receipts Displaying in The Bank Reconciliation? 
9. Emailing Customer Statements 
10. Vat Daybook in Dynamics GP

If you are looking for Microsoft Dynamics GP training and support, look no further! We offer exceptional customer service! View our Dynamics GP support plans and visit WebSan University.

Natalie Williams, Marketing Manager, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

The tremendous success of our Dynamics GP Interactive Demo has shown that users are looking for a way to evaluate systems on their own,  utilizing an expert’s guidance of course.

This is the reason why WebSan Solutions has decided to develop in addition to it a new Microsoft Dynamics CRM Interactive Demo and offer it to users for free. This is basically a Free Forever Trial that will allow users to input information on their own, get familiar with the system’s main functional areas, such as Sales and Service as well as experience the Dynamics CRM system from different roles.

The Dynamics CRM Interactive Demo will give you a 360 overview of the various system capabilities without the hassle of setting up complicated trials. All you have to do is download the demo and start experimenting with it!

After completing the demo, WebSan Solutions offers Microsoft Dynamics CRM licenses starting as low as $12/ user/ month and the ability to purchase them easily online.

Download our Microsoft Dynamics CRM Free Interactive Demo now!

Bob Scott's Insights magazine has named WebSan Solutions a 2014 TOP 100 VAR Star for a second year in a row.

The Top 100 are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning and accounting software. The selection of mid-market accounting software resellers for Bob Scott's VAR Stars rest on one basic principal: quality, not revenue, as the deciding factor in picking the 100 businesses that are selected for this honour.

Bob Scott has been informing and the mid-market financial software community via his email newsletters for 15 years and has covered this market for 23 years through print and electronic publications, first as technology editor of Accounting Today and then as editor of Accounting Technology, from 1997 through 2009.

For more information, visit the Bob Scott's Insights website here.

Congratulations to WebSan's team for this honour and keep up the good work!

Looking beyond the dozens of features that various CRM Systems have to offer, there are specific features which your CRM system must adequately provide to ensure your business is able to attract and retain customers successfully.  Here are 5 CRM Features your company needs and should look out for:

Remote Access

Your CRM System should give your employees access to customer information remotely from any location and device. Remote access is critical to obtain real-time information as well as provide your employees a way to update your CRM system with vital information on clients and partners.

Security

If you are a company where there is an overlap between departments in terms of roles and responsibilities, it would be easy for the wrong person to gain access to confidential information from your CRM system. It's important to put in measures which monitor what information is accessed through your CRM system. Additionally, encrypted access and a secure server is important if you're remotely accessing your company's real-time information from your CRM system.

Perhaps your company is struggling with existing complex and costly business software and hardware in order to carry out your day-to-day business activities. Your company has hired a team of expensive specialists/experts to manage and maintain these systems. It has come to the point that your company can no longer keep up-to-date with the latest technology due to limited resources. What should your company seek in a new enterprise solution? With the beginning of a new year, it's important to consider the advantages of making a transition to the cloud.

Cloud computing is a network of your company's business areas located externally on the internet.  The biggest advantage of cloud computing is that you no longer have to purchase expensive business software or hardware - not to mention the costly IT staff required to maintain your systems. All of your company's activities and information are located in an external online server which is supported and managed by an experienced vendor. As all your business functions are online, all necessary updates, upgrades, and backups are done automatically. Additionally, your company benefits from access to real-time information from each department such as HR, Marketing, Sales, and Accounting, among other business areas. Finally, your company benefits from being able to scale your cloud network up or down depending on your business needs and/or as your company grows. With these factors in mind, consider these 5 reasons to choose cloud computing as your next business venture:

• Up and running within days/weeks as there is no purchase of hardware or software. All you need is an internet connection.
• Reduce dependence on IT personnel.
• Remotely access your information from any location on any device.
• Real-time access to your company's information across all business areas.
• Scalability allows for your company to make changes as your company grows.

Make the Transition to Cloud Computing Today!

View our Cloud Computing Products

Nilofhar Zarif - Kadir, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

With the New Year fast approaching, your company has decided to adopt/upgrade to an enterprise resource planning (ERP) system. Congratulations! Making the decision to adopt/upgrade to an ERP system already puts you ahead of your competition.

An ERP system is a powerful tool that helps you efficiently analyze, interpret, and execute the core activities of each department of your business on a day-to-day basis. Companies who seek to adopt/upgrade to an ERP system do so in order to integrate the different programs they're using for different departments into one suite. An ERP system helps reduce costs because any previous delays or duplication of work is avoided. For example, a company may calculate their sales revenue using one type of software meanwhile using separate software to produce a financial report. An ERP system integrates the two actions whereby once the sales revenue is calculated, the ERP system uses the same information to produce a financial report. A benefit of having these separate processes integrated is that the same information flows from each department which results in less errors made, in addition to better business decisions made. Resources such as time and staff are reduced (not to mention the complexity) which boosts the company's bottom-line.

Other benefits and features of an ERP System include:
• Access to all the company's information across all departments in real-time
• Stronger customer relations through better access of customer information as part of your company's practices in customer relationship management (CRM)
• Improved controls at each stage of the supply chain
• Enhanced security with access to a single set of user settings to better protect your company's information
• Less training and implementation necessary because all staff are trained to use the same system

Consider the following when adopting/upgrading to an ERP system:

Costs & Benefits
• What is your budget?
• What is your firm looking to achieve?

Is your company considering upgrading to CRM 2015 as part of its New Year's resolution? Worried that time and training would not be worth the transition from your existing CRM? Well, your company will be happy to know that with the upcoming release of CRM 2015, many users will find key UPDATES made to CRM 2013 rather than face an entirely new system! Consider the benefits!

CRM 2015 delivers powerful updates to its sales tools! As the following features demonstrate, your company will benefit from the system’s capabilities of producing faster and higher profits!

Sales Hierarchies

The official Microsoft Dynamics GP 2015 release is out and available to partners through PartnerSource. The new Microsoft Dynamics GP 2015 includes more than 120 new features. As already mentioned before, some of the major changes in GP 2015 include:

• Service Based Architecture (SBA) - offers the ability to centralize and automate the management of your GP system, giving users secure cloud access quickly, upgrading new customers and adding new companies as needed.
  
  
• Identity management - enables users to log into their Dynamics GP web client account via the organizational account. This update allows for a single secure log in for access to the GP workspace.
  
  
• GP 2015 will also add an Employee Self-Service (ESS) app for time management since Microsoft Business Portal is going to be discontinued.
  
  
• Azure procurement
  
  
• Apps on multiple platforms.

The Dynamics GP releases will be coming out in six month intervals, so they can deliver new features as soon as possible to clients. The following two releases in 2015 are expected to be named GP 2015 R2 and GP 2015 R3.

If you are curious about seeing Microsoft Dynamics GP in action, try our Microsoft Dynamics GP Interactive Demo.

Download a FREE Microsoft Dynamics GP Demo now!

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Microsoft Dynamics GP 2013 offers users different ways to customize their home page and area pages. You can add content areas to your Home Page, such as To Do, Quick Links, Microsoft Connect, Business Analyzer and Reports.

You can also modify the layout and change your home page role. Click the "Customize this page..." link at the top of the content pane on your Home Page to open the Customize Home Page window.

In the "Column Stack" section, select the desired arrangement. Choosing "Right" places the minimized windows at the right side of the screen, 'Top' would place them at the top, etc. This will make navigating the menus easier for you. If you are interested in viewing all the menu categories, the "Bottom" arrangement will make them look more organized.

Download our FREE Microsoft Dynamics GP Interactive Demo and see Dynamics GP in action! 

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

The Ontario Chamber of Commerce has recognized WebSan Solutions for its commitment to delivering exceptional customer service. The company has been awarded the 2014 Ontario Business Achievement Award for Service Excellence.

Located in Toronto, WebSan Solutions provides software and IT solutions to businesses looking to measure and improve their performance. With over a decade of experience in Enterprise Software solutions, online business and financial accounting software, implementation and design, WebSan has become a prominent technology leader in their industry.

Committed to helping their clients get the most out of their software, WebSan offers their clients lifetime support and extensive training on the software they offer through 'WebSan University' (online course instruction) and free video tutorials.

"As a customer, you're more likely to return or make a repeat purchase when you've experienced first class customer service," says Allan O'Dette, President and CEO of the Ontario Chamber of Commerce. "It's because of WebSan's high quality customer service standards that they have experienced significant growth over the past few years, and also why they are a winner in this award category."

Today, the company's source of pride is being able to provide affordable, simple to use, capable business management software programs to companies who do not want to worry about complex and confusing IT infrastructure and just focus on their business. They even offer flexible financing terms to start-up companies in Ontario, which has helped many organizations get started without the heavy cash-flow burden.

Yesterday Ontario celebrated the best of the best at the Metro Toronto Convention Centre, where WebSan Solutions was awarded the 2014 Ontario Business Achievement Award for Service Excellence.

 We have been honoured with the Service Excellence award, sponsored by the Chartered Professional Accountants of Ontario (CPA), for demonstrating that dedication to customer service can lead to demonstrable business success. WebSan offers clients lifetime support as well as extensive training on our software through WebSan University, our Learning Management System.

"We are honored to be recognized for our dedication to customer service. During every project we focus on helping clients outperform their industry peers and surpass their goals.
After all, we believe service excellence is a habit, not a skill and our commitment to it has helped us differentiate ourselves as technology leaders," commented Andrew King, Managing Director of WebSan Solutions Inc.

The Ontario Business Achievement Awards, hosted by the Ontario Chamber of Commerce, is the most recognized industry gala in the province, with the single focus on celebrating business success. For over 30 years, businesses have been awarded for their achievements in areas including sustainability, innovation, service excellence and exporting.

View a full list of the 2014 Ontario Business Achievement Award winners here.

It's that time of the year again, when you have to close your books and start fresh in 2015. It is a stressful period and you can easily forget all the steps that you have to follow and the order you need to do them.

So, what better time to watch our Year – End Closing in Dynamics GP webinar? This webinar will teach you the year – end closing procedures for Accounts Payable, Accounts Receivable and Financials in Microsoft Dynamics GP.

Along with the webinar, you should keep these tips in mind:

• Always, make a backup of your data before and after every module closing and make sure you know how to restore it.

• All users must be logged out of Dynamics GP, before you begin with the closing process.

If you haven't downloaded our Microsoft Dynamics GP Interactive Demo yet, you now have the chance to get our updated version, which includes Reporting Dashboards.

WebSan Solutions has created this interactive demo to help you experiment with Microsoft Dynamics GP on your own time and at your own pace. With over 100 downloads, this Interactive Demo will not only show you how to use Dynamics GP but you will be also able to input data, create invoices, Purchase Orders, reports and find out what it would be like to use the system for your everyday tasks. This demo is a FREE downloadable file that you can keep forever, show it to your boss and come down to a final decision.

Our Microsoft Dynamics GP Interactive Demo includes the following modules:

• Dashboard Overview
• Financial Module
• Sales Module
• Purchasing Module
• Reporting Dashboards

This is a foolproof way of getting your accounting system without the hassle of going through complicated trials and countless hours of research.