In today’s digital world, it is vital for you to manage your relationships with your customers systematically by taking advantage of new technology efficiently and profitably. The traditional linear customer relationship management is being replaced by a multidimensional digital journey.

Salespeople’s and marketer’s focus has been shifted from selling products and services through a website to a targeted customer experience. While it is true that you can get hints of a visitor’s intent on your website, nothing can give you a clearer picture of their needs than a Customer Relationship Management (CRM) System, like Microsoft Dynamics CRM 2013..

A CRM system can offer your business a powerful competitive advantage by capturing all the different states of a customer’s lifecycle, from visiting your website and downloading an e-book to signing up for a demo and buying a monthly subscription. In turn, you will be able to take action based on rich insight and not just assumptions about your costumers, i.e. find out how to retain existing customers, get new ones and increase your sales.

Here are some of the main benefits that a CRM system can offer to your customer experience journey: Identifying and anticipating your customers’ needs Forecasting and planning your sales Closing and following up sales Measuring your sales force performance and setting targets Managing customer service

The quality of the customer experience on your website is the starting point of any new customer relationship and then everything can be centered on your CRM system. This is basically your company’s integrated framework to fill in any information gaps about your customers track lead activities, measure customer satisfaction and provide excellent after-sales support at any given time. Also, CRM software can help you identify opportunities, automate your sales and marketing processes and provide an overall unified customer experience.

This July we are excited and proud to announce that WebSan Solutions has been named a 2014 finalist for multiple awards and categories, gaining industry recognition across the province and the country.

The Ontario Chamber of Commerce has named our company a 2014 finalist for the annual Ontario Business Achievement Awards under the Service Excellence category. For over 30 years, businesses have been awarded OBAAs for their achievements in innovation and sustainability.

Also, Computer Dealer News has announced WebSan as a CDN Channel Elite Awards 2014 finalist in the following 3 categories:

Solution Provider of the Year

Best Small Business Solution

Here are some of the new exciting General Ledger features that Microsoft Dynamics GP has to offer in its new release GP 2013 R2:

Dynamics GP users will now have the option to reverse the General Ledger Year-End Closing Process in order to open one or more previous historical years, whereas in previous releases one was not able to perform this, according to Andy Sather, member of the Microsoft Dynamics GP Community.

This feature will be very helpful in troubleshooting year-end closing issues as well as allowing users to post transactions to previously closed years. Remember to make restorable backups both before and after re-opening each year in case there are any issues. Be cautious, though, because this process will clear all Balance Brought forward records from the previous year and new records will be created once the year is re-closed.

Also, users will now be able to quickly copy data from Excel sheets into the Financial Transaction entry form. Validation rules exist and if any errors pop-up they can be easily corrected. This new system capability will be a great time saver for those Dynamics GP users who prefer to save their entries in Excel files first. Note that for now this feature is only available in the General Ledger Transaction Entry window.

to learn more about how to utilize these features to its full potential and decide when you need to upgrade.

Microsoft Dynamics GP goes beyond what a simple stand-alone ERP solution or accounting software can do. Are you utilizing the full potential of your accounting system? Microsoft Dynamics GP has been developed to work the way you work and help you make better decisions, but you first need to take full advantage of its capabilities.

This July WebSan University offers a special free 2-hour online training session about Microsoft Dynamics GP GL/ AP/ AR modules that you should start using today.

Here is a quick outline of the main topics that are going to be discussed during this session:

• Module 1: Account Rollups
• Module 2: Fixed Assets
• Module 3: Intercompany
• Module 4: EFT
• Module 5: National Accounts
• Module 6: Smartlist Reminders

Register now for this training session on July 23, 2014, 1 – 3 pm EST

WebSan Solutions Inc. is a Microsoft Dynamics GP & CRM Partner, located in Toronto, Canada. With over a decade of experience in Enterprise Software solutions, online accounting software, implementation and design, the experts at WebSan know how to help you transform your business.

The Project Accounting Webinar Series has successfully covered already four major parts of the Project Accounting module in Microsoft Dynamics GP. For those of you who were unable to attend the previous parts, we have uploaded the whole series on our YouTube channel so you can easily catch up:

1. Project Accounting Setup and Key Concepts
2. Project Accounting Budgeting and Costs
3. Project Accounting Transactions
4. Project Accounting Inquiries and Reports

Our next part of the series will cover the Project Accounting Billing Setup and Processes in Dynamics GP. In this webinar you will learn how to set up billing cycles for generating billing invoices, how to apply customer payments to billing invoices and to project balances, how to determine the number of days that billing amounts are past due as well as how to suspend billing for customers, contracts and projects. 

You can also take a look at the course outline below to see the topics that will be covered.

Course Outline

• Module 1: Billing Cycles
• Module 2: Invoice and billing formats
• Module 3: Billing Invoices
• Module 4: Applying and Aging
• Module 5: Billing Suspension

WebSan Solutions created this free Project Accounting Webinars Series so that all users who want to enhance their skills in Dynamics GP Project Accounting can join us on this training journey.

This June WebSan Solutions is holding a new part of the Project Accounting Webinar Series featuring  Inquiries and Reports, aiming to take your skills to the next level.

This webinar will teach you how to view detailed information about cost, billing, revenue and profit amounts for contracts, projects and cost categories.

Below you can get a quick glimpse of what you are going to learn in the Project Accounting Inquiries and Reports webinar:

• Module 1: Cost inquries and reports
• Module 2: Billing inquires and reports
• Module 4: Revenue inquiries and reports
• Module 5: Profit inquiries and reports

Don't forget that the Microsoft Dynamics GP Project Accounting Webinars Series is free and everyone can sign up and follow us on this training journey.

Lead – This is the qualifier for a sales opportunity. Perhaps someone you met at a trade show that might not be a qualified lead, but you want to keep in touch with them.

Opportunity – Once you qualify your leads, you would convert them to an opportunity. For example, a lead that you have spoken to whom has shown interest in your product.

Account – Once you have closed business with that person, you would 'win' the opportunity and convert the person / company to an account.

Adam MacIntosh is the Manager of Client Services with WebSan Solutions Inc, a Microsoft Dynamics Partner firm.

One of the powerful marketing tools on Microsoft Dynamics CRM is an Email Template which will allow your sales team to mass email groups of contacts.

To create Email Templated within CRM, navigate to the Settings Tab, then Templates under the Business section. Select the Email Template button.

Note: The Outlook Client & Web Client will both look slightly different. However, both have the same options, so users should be comfortable using both.

CRM will then ask the user for a Template Type.  This will restrict the template to certain groupings of data from within CRM.  For example, if one selects a Template Type of ‘Contact’, CRM will restrict the template data to CRM contacts.

Everyone has turned to YouTube to gain information, insight and knowledge about everything and anything. Visit WebSan Solutions YouTube channel to watch helpful videos about GP modules. 

WebSan University is bringing knowledge to life by creating a series of interactive online courses through an easy-to-use intuitive system. Who said corporate training has to be boring? Empower your employees with online training!

Join WebSan University    Visit Our YouTube Channel

Several systems are now being integrated with or migrated into the cloud. Discussions regarding media sharing, searching, and collaboration systems will normally note that such forms of systems are on the exterior of the core business of the company. Because of this, it becomes a great idea to move your ERP to the cloud.

Just like any other businesses, you also demand scalability, flexibility, and security. The cloud offers all of these necessities and, what's more, it is really affordable. So, if you still can’t make up your mind on whether you will move your ERP to the cloud or not, the following are the advantages that may help you make the right decision.

Small Initial Investment

Services are given on a pay-as-you-go, subscription basis. This only means that the implementation of the cloud-based ERP system could hugely lessen the initial capital amount of investing within the ERP system. A lot of vendors might also guarantee that they won’t increase costs once you go on with the utilization of the system even the term has already expired.

Prompt Implementation

For most, it is a day of thrills and excitement *eye roll*. For system administrators, it is a day of skepticism and uncertainty. It reminds me of an old adage you may be familiar with, “When a door closes, five windows break”.

Microsoft released an update for Remote Desktop Connection (8.1) back in February (KB2830477) to introduce new (native) features from Windows 8.1 and Windows Server 2012 R2 to computers running Windows 7 SP1. There were a few issues that stemmed from the release, including the inability to use smartcard and smartcard devices in RDP sessions. One issue that directly affected our clients was the inability to launch RDP packages from our remote desktop websites. Users could click an application icon, but the packages would not run.

One solution is to uninstall the update (KB2830477) from the respective user’s workstation, thereby reverting back to the original RDP client version. However, this did not resolve the issue for all of our client users. Interestingly, we had a mix of users within the same client organization that either had or did not encounter the issue.

After some extensive debugging, a second solution was found that requires a change to the registry on the user’s workstation. These steps are outlined below:

*Note: Serious issues can occur if registry changes are made incorrectly. Have your system administrator make the required changes, if needed.

Microsoft Dynamics GP 2013 is scheduled to be released soon, so if you haven’t already upgraded to Dynamics GP 2013, here’s your chance!

Other than report fixes in Dynamics GP 2013 R2, there are much more features that you can look out for! Some of the new features to be released include:

Being able to paste a general ledger entry from an Excel spreadsheet, default sort order for cheques and reprinting outstanding transactions in bank reconciliation.

Leslie Vail explains how to paste a GL entry from Excel: “It’s simple to set up and simple to do. First, your journal entry distributions need to be entered as below on a spreadsheet. Next, highlight the information you want to put into your journal entry, and then put your cursor on the first line of your journal entry. Finally, push the [Post] button and your distributions will populate the journal entry.”

Microsoft said it will space its Dynamics GP updates roughly six months apart in a cycle that is "designed to enhance our new business proposition and bring incremental value to [Business Ready Enhancement Plan] customers on a much more regular basis."

Have you ever attended a meeting, training session or webinar and left with unanswered questions? Did you feel there were all these little details that you wanted to learn about but time was running out?

This June WebSan Solutions is hosting a special user focused Q&A Webinar, where Andrew King, Managing Director will answer any questions about Microsoft Dynamics GP.

The following examples can give you an idea about things you can ask about:

• My aged trial balance with options-detail report is off by one penny. How can I balance this account?
• Is it possible to export our inventory items with list price using the Standard SmartLists, or is there another way to see List Prices for items?

Click here to Submit Your Questions

We will collect all the questions and try to answer as many as possible on June 12, 2014 at 11 am EST in our hourly webinar. WebSan Solutions Inc. is a Microsoft Dynamics GP Certified Partner located in Toronto, with over a decade of experience in implementing projects for small and medium sized businesses.

In Microsoft Dynamics GP you can add an item in Payables Management or purchase an item in Purchase Order Processing and transfer this information to Fixed Assets. You also have the option of assigning multiple transactions, including both Accounts Payable and Purchase Order transactions to the same asset.

Similarly, a user can assign the same transaction to more than one assets and change transactions that have been assigned to a particular asset. However, if you assign a transaction to an existing asset, you must update the asset book information manually.

In order to enter assets in Payables Management and track them in Fixed Assets, mark the Post PM through to FA option in the Fixed Assets Company Setup window.

If you're using Payables Management, you must add at least one special account in the Fixed Assets Purchasing Posting Accounts Setup window. You can create one or more asset records from a Payables transaction in the Fixed Assets Purchasing Transactions Display window until the total amount of the line item has been applied. Choose Save in the Asset General Information window and the applied amount in the Fixed Assets Purchasing Transactions Display window will get updated. You can then view the information from the selected Payables transaction in the Asset Purchase window.

If you are interested in learning more about Fixed Assets in Microsoft Dynamics GP, join our online training on May 28, 2014 at 1:00 pm EST, where Katrina She, CMA and Application Specialist at WebSan Solutions Inc. will guide you through the processes required to enter, depreciate and retire fixed assets. You will also learn how to perform additional related functions such as changing asset information, mass changes, partial transfers and partial retirements.

When a Manufacturing Order (MO) receipt posting is interrupted, it will not allow a user to receive the MO again. If this occurs, one should first check the MO variance (Inquiry > Manufacturing > Order Variance) window within Dynamics GP. The MO variance is always a good indication as to what happened to the goods. If the MO variance has zero quantities or dollars in the consumed column, one would assume they may receive the MO.

If Dynamics GP provides an error informing the user that units are not available to be received when attempting to receive the MO, one should check the database. To do this, run the following SQL statement:

select * from MOP1000 where MANUFACTUREORDER_I = 'MO number'

Check if there are quantities in the QTYRECVD and QTYSOLD columns. Since posting is interrupted, it may have created values in the QTYRECD column and hence the MO cannot be received.


Update the MOP1000 table and set the QTYRECVD back to zero. This will allow you to receive the MO.

Katrina She, CMA, Application Specialist, This email address is being protected from spambots. You need JavaScript enabled to view it.

This month WebSan's Project Accounting Webinar Series features Transactions, aiming to take your skills to the next level, whether you are a total beginner or an advanced user in Microsoft Dynamics GP.

This course will help you ensure that project accounting is tightly integrated with the financial management in your organization in order to maximize revenue, reduce leakage and achieve successful project performance.

So are you interested in learning how to set up and enter employee expense transactions for tracking project costs and billing customers? Do you know how to specify payroll pay codes and posting options?

Below you will find the course outline for Project Accounting Transactions and what you should expect learning from this webinar:

• Module 1: Timesheets
• Module 2: Employee Expense Transactions• Module 3: Miscellaneous logs - Fees
• Module 4: Purchasing Documents and Transactions
• Module 5: Inventory Transfers
• Module 6: Item returns

Most importantly the Project Accounting Webinars Series is FREE so everyone can join us on this training journey.

Have you considered getting additional users for Microsoft Dynamics GP? Now it's your chance to purchase new licenses. Microsoft has recently made an announcement about increasing Microsoft Dynamics GP user prices across versions and licensing models effective July 1, 2014. So, if you think that you will need more Dynamics GP users in the next 6 to 12 months, we suggest this is the right time to buy those licenses before the prices go up.

The additional charge will not impact the enhancement plan cost of users you have licensed prior to 1 July 2014, subject to the Customer Services and Support Plan Policy.

WebSan Solutions offers a simplified pricing plan for Microsoft Dynamics GP for $250/ user/ month, including all GP modules:

• General Ledger
• Accounts Receivable/ Accounts Payable
• Management Reporter
• Electronic Bank Reconciliation
• Fixed Assets
• Sales Order Processing and Invoicing
• Inventory Management
• Purchase Order Processing
• Project Accounting
• Payroll (US or Canada)
• Human Resources
• Manufacturing

The price also includes training and other useful features such as multicurrency management and multiple companies. Get an instant quote and find out more details about WebSan's pricing plan.

The US Court announced recently that all European Hosting Providers are obliged to hand over ALL their data to the US government. According to US Magistrates court judge James C. Francis, internet and cloud companies must turn over all information to US government agencies on demand, regardless of where the data is held.

This means that even if you use a European Provider to host your services, the law might still apply to your case if the provider's data centers are located in the USA. 

After the NSA revelations and their surveillance activities, this announcement adds an an additional concern for those companies in the European Union that consider working with a US hosting provider or anyone in their country that utilizes US data centers.

The good news is that Canada is not affected by this announcement and you can securely choose a Canadian cloud hosting provider, without worrying about leaking your confidential information.

WebSan Solutions can help you by offering Dynamics GP Hosting Services through our Partner Program. Also, if you are a Microsoft Partner and only offer Dynamics GP on-premise, we can help you serve new clients efficiently. Plus, WebSan offers you peace of mind by hosting your data securely in our SAS70/SSAE16 certified data centre in Toronto, Canada.

New fixed assets are often added manually to the fixed assets module. This relies on users to remember to check if new assets are purchased. In Dynamics GP, there is a setup to link the purchase of new assets to the fixed asset module. The setup required is to input the Purchasing Posting Accounts. After the accounts are setup, Accounts Payable will enter their invoices as per the usual procedure and select the general ledger account that is used in the Purchasing Posting Accounts. Once the payables are entered, the purchases will show up in the fixed assets module. The fixed assets accountant will select the purchases and update the fixed asset's information. The fixed assets accountant will never need to remember to add in new assets manually. This eliminates the errors when new fixed assets are purchased but never inputted into the fixed assets module creating an imbalance of the GL versus the fixed assets subledger.

For more information on how to setup the Purchasing Posting Accounts, please email This email address is being protected from spambots. You need JavaScript enabled to view it..

Katrina She, CMA, Application Specialist ,This email address is being protected from spambots. You need JavaScript enabled to view it.

WebSan Solutions Inc. is proud to announce the launch of a new U.S. office, allowing the company to increase its capabilities in key areas that align with current and future growth plans.

The new office will enable a significant expansion of WebSan's team to support the growth the Canadian company is experiencing, while continuing to maintain core hosting activities in a secure SAS 70/ SSAE16 certified data centre in Toronto, Canada.

Over the past fiscal year, WebSan has acquired an astonishing number of new clients and experienced record growth in the company's history.

"Our team is excited about expanding our activities across the border," said Andrew King, Managing Director of WebSan Solutions Inc. "This move represents not only our own progression as a company but our commitment to strengthening the success we've built for our customers.""

WebSan Solutions is not only one of the largest Cloud Hosting providers of Dynamics GP in Canada but has clients all over North America in all time zones. "We are pleased to be building our physical presence in the U.S. so we can better serve our customers".