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".

There are always plenty of things to consider before purchasing a new system for your business and CRM solutions are not an exception.

What is CRM?

CRM stands for Customer Relationship Management and is used to refer to a system whereby a company's interactions with current and prospective customers are closely managed. It typically involves using technology to organize, synchronize and automate such disciplines as sales and marketing, tech support and customer service. Often CRM systems will be active and monitoring many different networks for marketing campaigns. Also, they can closely and accurately track customer habits and persuasions through customer clicks and traffic.

Physical places where customer relationship management is often and most heavily used include but are not limited to, banks, call centers, social media, operation centers and customer data query centers.

Ten things to consider

Security concerns about Heartbleed and Microsoft Internet Explorer have been a large topic in the news cycle lately. It is important to understand that any site can be affected by a security defect. However, defects can only be exploited if users are not following proper web surfing practices. In other words, in order to exploit any defect, a user would have to navigate to a malicious website, with the malicious code on it.

WebSan Solutions offers peace-of-mind monitoring and security counter measures to ensure our hosting infrastructure follows best practices and your data is always safe in our secure SAS 70/ SSAE 16 certified data centre in Toronto, Canada. Our servers are free of any malicious code and are checked on a regular basis.

The WebSan Cloud protects your data from security attacks and spreading security concerns. If you have any questions, please contact us and we will happily answer your concerns.

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

Do you need training in Microsoft Dynamics GP but your work schedule does not allow you to attend classes? Well, WebSan has the right solution for your needs by offering you a revolutionary way of studying accounting online.

This month, we are hosting an online training session on Purchase Order Processing in Dynamics GP, where we will be going through POP principles, such as purchase order setup, purchase order entry, shipment receipts and returns as well as shipment invoicing.

After completing this course, users will be able to enter and post shipment receipts, in-transit inventory receipts, and invoice receipts individually or in batches. Moreover, they will learn how to match shipments to invoices so that accurate costs are assigned to items received into inventory. Other topics that will be discussed during the online training session, include applying landed costs, such as shipping costs, and handling fees to items.

We are aiming at offering a solid learning experience with the minimum possible hassle. Throughout the course, users can ask the instructor questions any time directly through the conferencing system.

WebSan's online training sessions can help you build fundamental knowledge in Microsoft Dynamics GP. From General Ledger and Accounts Payable to Project Accounting and Purchase Order Processing, you will find the right training to fit your needs.

WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider,  has been recognized as one of Canada’s top 100 Solution Providers in 2013 by Computer Dealer News (CDN). WebSan has over a decade of experience in Enterprise Software solutions, business and financial accounting software.

The list was announced on April 9, 2014 at the Top 100 Solution Providers Awards Gala. CDN has been the voice of Canada's IT channel community for more than 25 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, consulting in a cloud or on-demand environment, on-premise fashion or as managed service.

According to Computer Dealer News, the key takeaway from this event  is: “ There is a definite need for businesses to make a transition towards the cloud”.

“We are excited about once again making this prestigious list this year”, says Andrew King, Managing Director at WebSan Solutions Inc. “Our dedication to customer service has enabled us to reach another milestone. We will leverage this momentum to deliver business solutions that exceed our clients’ expectations and ensure their satisfaction in the following year”.

You can view the Top 100 Solution Provider list here:  

Cloud ERP Gains Ground

The cloud has been advancing steadily into the enterprise over the past years. However, many ERP users are still hesitant to move their business into the cloud.

As SaaS ERP emerges, enterprises seem to eagerly cloud-enabling their offerings. In the meantime, new organizations come on stage claiming their offerings are "true cloud" or "more cloud" than others. Thus, there is nowadays a misunderstanding in the market about what is considered as a "real cloud" solution, which makes the buying decision even more difficult for potential customers.

"As companies that have not traditionally been cloud ERP clients turn to the cloud, competition in the market will increase," said Andrew King, Managing Director of WebSan Solutions Inc. "This will require customers to carefully evaluate cloud ERP vendors across specific industry benchmarks before purchasing a new cloud solution."

Business Intelligence

In 2014 Business Intelligence will be a must, since large and small organizations continue to look towards BI tools in order to benefit from data and maximize their investments in Enterprise Resource Planning solutions. Users are constantly looking for accurate and comprehensive information through visually appealing dashboards. In turn, by having real –time access to relevant data, companies can use this information proactively to make business decisions more effectively.

Mobility

Mobility is not only a trending topic but an everyday reality across most businesses. It is expected to be seamlessly integrated into business applications as part of the whole delivery experience for both customers and employees.

Security concerns have taken the Internet by storm the last couple of days since a new bug called "Heartbleed" has been exposed by Codenomicon, a Finnish security company, and Google.

Heartbleed is an exploit that compromises secure communications using OpenSSL which is typically configured on servers in a *nix environment. The bug has exposed millions of usernames, passwords and reportedly credit card numbers. It was named Heartbleed because it affects an extension to Secure Sockets Layer (SSL) which engineers simply nicknamed Heartbeat. The two companies disclosed knowledge of the Heartbleed bug on Monday, but they noted that it went unnoticed for as long as two years.

SSL is one of the most commonly used encryption tools on the internet, deployed by almost 66% of all websites. If you ever see a little padlock symbol in your browser then it is likely that you are using SSL.

It's as if someone left their house not knowing the lock on the front door was broken.Could someone walk in? Yes. Have they actually walked in? No one knows.The WebSan cloud is not affected by this issue; we run state of the art security counter measures and ensure our hosting infrastructure is up to date with all security patches as well as SAS70/SSAE16 compliant. Our mandate is to keep your data safe and secure!

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

If you use Microsoft Dynamics CRM, chances are you are also using the Outlook Integration that allows you to access and update CRM data directly from Microsoft Outlook. Have you now noticed that the CRM tab in Outlook has disappeared?

The most common cause of this is that the CRM add-in has been disabled in Outlook (unfortunately, why the add-in got disabled is difficult to determine). This has been known to happen in Outlook with several add-ins, but particularly CRM.

To get your CRM integration back, use the following steps:

1. In Outlook, go to File > Options
2. Select the Add-ins tab from the left side
3. Under the “Manage” dropdown at the bottom of the window, change the selection to “Disabled Items” and select the “Go…” button
4. Highlight the CRM add-in and select the “Enable” button
5. Hit OK to close the Outlook Options window

You may have to close out Outlook and restart it for the changes to take effect, but that should be all you need to get your CRM functionality back in business.

Rahim Jiwani is an Implementation Lead at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact Awards Finalist. Rahim can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 217.