Transition to Cloud Dynamics GP

Dynamics GP is a mature and robust ERP solution. However, over time, many clients have grown tired of maintaining servers, performing upgrades, etc. These clients are content on the system and have no reason to find another ERP platform. These clients will often transition their existing Dynamics GP environment to the cloud. WebSan is currently the largest cloud Dynamics GP partner in the country, providing hosting services for many organizations, large and small. We have a standard migration process to seamlessly transition your Dynamics GP environment to the cloud.

In the cloud, customers benefit from complimentary upgrades and backups. Security is also administered on a complimentary basis. Further, our full suite of services allows users to expand into areas of automation such as EDI or other integrations, opening up many possibilities that do not exist today. Further, upgraded environments allow customers to take advantage of Power BI & workflows capabilities that Microsoft has recently deployed.

Standard costing is an estimate of how much it's going to cost to produce a product. Business Central makes it easy to monitor and adjust the standard and actual cost of producing a product. Companies will be able to locate any variances between the standard and actual costing. Register for our webinar and learn how to:

● Overview of Standard Costing and Actually (FIFO)
● Differences Between Standard Costing and Actually (FIFO) Costing
● Variance Reporting

Date: Wednesday August 21, 2019
Time: 2:00PM - 3:00PM EST

Click Here to Sign Up for the Webinar Today!

Project Types in Microsoft Dynamics GP

The Project Accounting module in Dynamics GP is a very robust application enabling users to monitor the financial results of a project. One of the best features with this module is that it ties in with all the other modules within Dynamics GP. Therefore, if an invoice needs to be posted it can be done in the same system. For a company to use the Project Accounting module correctly it must first understand its current project structure and what is required in terms of KPI’s and reporting. Once this has been decided the company will have to choose the project type to use for this project. There are three types of projects in Dynamics GP:

Cost Plus – Customer pays for the actual project cost plus an added margin percentage

Fixed Price – Customer pays a fixed fee for the project

Time and Materials – Customer is billed for all costs that are incurred on a project

Microsoft Office 365 requires employees to use their username and password in order to log in. However, a common issue that you might come across is people forgetting their passwords. When this occurs, Office 365 admins have privileges to reset the password. To begin resetting a password, follow the steps below:

1. From the Microsoft 365 Admin Center 
        a.       Look for the Active users" tile. 
              i.           

       

        b.       Select "Reset a password"        

    i.            A side window will open and from there you can search for users for which you need to change their password, or you can scroll down the list of users. 

1. From that list you need to click the check-box beside the user(s) who need a password change. 
        a.       You can choose one or multiple users for resetting passwords 
        b.       Your own password can not be changed with multiple selections 

2. The next side window to appear will show you who has been selected and present you with the option to Auto-generate a password of all the manual creation of one. 
        a.       You can choose the check box to make the user change their password when they next sign in. If it is unchecked, then the password will remain the same until the user changes it themselves. 

3. Click the "Reset" button and the next window will show success of the password reset(s). 

4. There is also a choice to send an email to a specified email address with the password. This is optional. 

Microsoft Office 365 makes it easier than ever to manage users from the Admin Center. Want to find out how Office 365 can help your company? Click the link below to learn more about the features available in Office 365.

Click Here to Learn More About Office 365

The admin user in Offer 365 can add, delete and even manage users using the Microsoft 365 admin center. To start creating users with the Office 365 Admin Portal it’s important that each employee has their own Office 365 license. After all the licenses have been purchased the admin users can start adding users one at a time. After completing all the steps below the user will have an Office 365 license, sign in credentials and an Office 365 mailbox.

Creating users in Office 365 is a straight-forward and easy process.  

1.       Within the Microsoft 365 admin center  

          a.       Look for the "Active users" tile     



          b.       Click on "+ Add a user"             
          
                  i.            The following side window will open asking for information about the new user is created                     



2.       Fill in the appropriate information and be sure to enter the product licenses before clicking the "Add" button.  

             ii. A user can be created without a license by clicking the last choice under Product licenses.  

As you can see adding a user into Office 365 is a very quick and easy procedure. Additional features for the admin user in Office 365 include but are not limited to: creating groups, managing resources and reviewing reports. Want to learn more about Office 365 and its benefits? Click the link below for more information.   

Click Here to Learn More About Office 365

This webinar is a continuation of the Dynamics 365 Business Central Manufacturing series. In Part 6, we will discuss how to process subcontract work in Dynamics 365 Business Central from setup until the work is finished. The webinar will also focus on the following:

• Overview of the subcontracting process in Business Central
• How to assign a subcontractor work center to a routing operation 
• How to use the subcontracting worksheet to issue purchase orders to subcontractors 
• How to review subcontracting ledger entries

Date: Wednesday July 31, 2019
Time: 2:00PM - 3:00PM

Click Here to Sign Up for the Webinar Today!

Phishing emails are a form of fraud. These emails try to get personal information such as usernames, passwords, or credit card numbers. This is done by impersonating a reputable brand or person within an organization. If an employee opens a link that they don't recognize, it can be very harmful to your company. Start protecting your company by adding Microsoft 365 to your business and gaining an advanced level of security and threat protection. It's also recommended to educate employees on how to spot phishing emails to ensure that your business stays safe. Here are two tips on how to spot a phishing email.   

Check the Sender's Email Address 

There are so many emails that get sent to your inbox on a daily basis. Hackers can create a fake email address and select the display name that it will come from. Any from address that is not compliant with the RFC 5322 will be flagged and handled according to the phishing policy setup in Microsoft 365. When a suspicious email is received here are some things to watch out for:

1) Do you recognize the senders' email address, or it is a random string of letters? 
2) You will see that the sender is not someone you work with. 
3) There will be links that you are told to click on. The links will be to websites with malicious content, do not click them. 

Check for Spelling Mistakes in the Body of the Email and/or in the Send Address

Hackers tend to live in different parts of the world and may not have the strongest writing skills. They rely on online translators to help them write messages, which is great for translating but not necessarily for making text grammatically correct. It's common for a phishing email to have spelling mistakes and be grammatically incorrect, which could be overlooked. If an employee receives a suspicious email, they should ask these two questions to help spot if it's a phishing email or not.

1) Does the message contain grammatical errors an English speaker shouldn't have?
2) Is the email consistent with previous emails I've received from this person?

It's essential for a small business to have security in place to detect these emails before they can cause any harm. Microsoft 365 has an ATP anti-phishing protection to protect your business from any malicious phishing attacks. Microsoft 365 offers a lot of security and advanced threat protection that small businesses should have to run a safe and successful business.

Click Here to Learn More About Microsoft 365

This webinar is a continuation of the Business Central Manufacturing series. In Part 5, we will examine the capacity setup that is required to run production planning with constrained resources. This webinar will focus on the following:

●How to set up capacity
●How to set up work centers and machine centers
●How to set up shop calendars and capacity calendars
●How to use registered absences
●How to use capacity journals

Date: Wednesday June 26, 2019
Time: 2:00PM - 3:00PM EST

Click Here to Sign Up for the Webinar Today!

For a business to be successful, it has to be able to analyze data immediately in real time, and handle the market changes while ensuring that different departments are in communication with each other.

Microsoft has developed a convenient and affordable platform that connects your business processes through Dynamic 365 and office productivity tools.

What is Dynamics 365?

Dynamics 365 is a product line of enterprise resources planning and customer relationship management applications.

Dynamic 365 is a Microsoft-based technology solution that is bringing together all aspects of your business to improve existing workflow, recognize and pursue potential and viable business opportunities and manage the current market to stay ahead of the competition.

Here at WebSan Solutions, we’ve had a lot of hands-on experience when it comes to implementing Microsoft Dynamics Software. From our experience, we’ve gathered five major problems a company would want to avoid in order to succeed in implementing Business Central.

1. Don’t have the IT department and leadership executives make all the buying decisions. Include other employees that will be actively using Business Central from the finance, operations, manufacturing and warehouse departments. They can provide constructive feedback to make Business Central work best with your current business processes. 

2. Give yourself time in the implementation process to go from the decision-making phase to the launch phase. If this process gets rushed, there's a high chance that the project won't be successful. Try implementing Business Central in smaller stages. Rushing the process would only create a lot of unnecessary problems and make employees feel overwhelmed.

3. Implementations, especially the more complex ones, can take up to half a year to be completed. Best practices would indicate that you need to come up with a plan. Putting a plan into effect will set the stage for where the business is headed, reduce any employee confusion and avoid running into problems.

4. If you don't invest in employee training, there's a risk of disrupting the implementation process. The process of upgrading to Business Central can be a frustrating time for employees. Keeping open communication about the implementation status and providing a substantial amount of training creates more involved employees. Make your employees feel more involved with this process and become more well-rounded when it comes to using Business Central.

5. Many companies neglect the importance of testing the newly installed software before the go-live date. Your employees need to test out Business Central before the go-live so they can bring attention to any technical problems and if everything is in working order. By missing this part of the implementation process, the system might not be ready for go-live and could result in an unsuccessful launch.

When it comes to implementing Business Central, there needs to be a plan put into place. If you avoid the five major problems listed above, your business will strive towards a successful implementation.

Microsoft’s newest update covers everything from compliance requirements, message encryption to Azure password protection.

Below is a list of Microsoft 365’s new updates:

Editor in PowerPoint

The editor in PowerPoint now has multi-language support. This update can support English, French, Spanish and German. The system will recognize which language is being used and suggests fixes and appropriate grammar and spelling rules in the correct language.

Brand New Icons in Office 365

In order to use the manufacturing module, you need to a Business Central premium license. The manufacturing module will help shorten the time it takes to create BOMs, routings, work centers, and machine centers. In this new era of digital manufacturing, it forces businesses to work quicker and smarter to beat out the competition. By utilizing this module in Business Central your company gains the competitive advantage of creating more goods in a more efficient manner.

1. Managing Inventory
When using the manufacturing module in Business Central, your company will be able to better manage inventory. Within seconds, a list can be displayed with all the different items that are in stock. It will show whether the item is currently in stock, how many are on hand and how many are on order.

2. Integrate Your Business Processes
One of the biggest benefits of using the manufacturing module is having all the data in one place. Production managers can make updates instantly to keep the system up-to-date with all its inventory. Users working in the front and in the back office will have access to the same information creating a more harmonized work dynamic.

3. Unify Production Data
Another one of the biggest benefits of using the manufacturing module in Business Central is analytics. This goes beyond just knowing what is in stock and what needs to order but analyzing trends within your business. Such trends can be spotted in the supply chain, production process, inventory management, sales, profit margins, and even customer behavior.

4. Improved Product Quality
The customer’s expectations for product quality is higher than it has ever been before. Using the manufacturing module will make it easier for production managers to meet these growing standards. Having a system in place that provides traceability and tracking enables a company to monitor the quality status of all its centers and products. This will provide real-time reports on machines, components, stations, shifts, and even operators that were involved in the production. Production Managers can then ensure only the best quality products are being sent out to customers.

5. Decreased Production Time
Innovative businesses who use the manufacturing module in Business Central can optimize assembly time. The module will make a more efficient process by decreasing the overall creation time and cost of each product. Tools are available to take a customer’s order on-the-spot and list any alterations that need to be made. Once the production manager receives this order it can be finalized and then sent into production. There is no need for days or weeks of back and forth emails which can delay the cycle time of an item. By lessening the time-to-market process, companies can save time and money and allocate these resources elsewhere.

Being able to manage inventory, collect data, improve product quality, and decrease production time creates a stronger competitive advantage. Want to learn more about the manufacturing module for Microsoft Dynamics 365 Business Central? Click Here to register for our Business Central manufacturing courses at WebSan University for free and learn about all the different modules available to create a successful production.

This webinar is a continuation of the Dynamics 365 Business Central Manufacturing Series. In Part 4, we will define the terms Make to Order and Make to Stock and describe the scenarios where it's best to use each function. Topics that will be discussed in this webinar are:

•Define Make to Order and Make to Stock
•Recording Policies in Dynamics
•Present scenarios when it's best to use Make to Order and Make to Stock functions
•Review settings in Dynamics to drive planning for each scenario

Date: Wednesday June 5, 2019
Time: 2:00PM - 3:00PM EST 

Click Here to Sign Up for the Webinar Today!

Over the last few years, Microsoft has been making significant investments in the cloud. Unfortunately, that means that Windows Server 2008 and SQL Service 2008 will reach the end of support. But don’t worry, Microsoft has created a pathway for companies ready to make the switch to the cloud.

Why should I make the switch to the cloud?

Moving to the cloud is no longer an intimidating transition. Companies of all sizes have made the switch to the cloud, and we don’t see that trend slowing down any time soon.

Here are a few trends that are noteworthy:

•          In 2016, 16.1 ZB of data was generated. In 2025, 163 ZBs of data will be generated.
•           More than 80% of organizations now adopt cloud-first strategies as part of an overall digital transformation
•           Investment in AI, top of mind for many companies, increase by an astounding 300% in 2017

Securing your company’s data is essential. Businesses are constantly avoiding cyber threats, security alerts, and maintaining infrastructure. With so many things going on, your IT team can sometimes miss vital security threats.

To combat this issue, Microsoft has introduced Microsoft Azure Sentinel. This SIEM tool is a cloud-native service that provides intelligent security analytics at cloud scale for your company.

Collect data across your enterprise easily

Azure Sentinel allows you to aggregate security data with built-in connectors, integration of Microsoft signals and industry log formats such as comment event format and syslog.

You’re able to import your Office 365 data at no cost to you and combined it with other security data.

Dynamics GP continues to thrive, both for on-premise and cloud customers. Microsoft Dynamics GP is a mature solution with over 45,000 customers around the world, so it isn’t going away anytime soon. However, Dynamics GP isn’t immune from Microsoft’s consistent push towards the cloud.

So why move GP to the cloud?

Here are some reasons why GP customers move to the cloud:

•           They need to invest in new hardware to support new versions of GP
•           They are concerned about backups, recovery, security and 24/7 remote access
•           They are not current with Microsoft on your maintenance and want to add users/capabilities to the system
•           They are looking for better access to information/reporting (GP2018 required for Power BI)

So what can we expect in future releases of Dynamics GP?

First, Dynamics GP releases and development will continue from Microsoft. The current roadmap is projecting two additional version releases. This clearly indicates a commitment by Microsoft considering these are typically released every two years. Customers should expect various user community requested enhancements and fixes.

Microsoft Dynamics 365 Business Central Manufacturing Part III: Forecasting and Planning Webinar!

This new Manufacturing Webinar Series will provide you with an in-depth view of the extensive functionality contained within the Microsoft Dynamics 365 Business Central Manufacturing Module. Besides learning the functionality, you will also learn tips and techniques that will help make your implementation successful.

Topics of focus include:
• Features of the production forecast functionality
• Integration between production forecasting and planning
• Forecasting by location, order tracking and forecasting setup

Date: Wednesday April 24, 2019
Time: 2:00 – 3:00 PM EST

Click Here to Sign Up for the Webinar Today!

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Dynamics 365 Business Central Manufacturing Series Part II: Manufacturing Orders.

This new Manufacturing Webinar Series will provide you with an in-depth view of the extensive functionality contained within the Microsoft Dynamics 365 Business Central Manufacturing Module. Besides learning the functionality, you will also learn tips and techniques that will help make your implementation successful.
Topics of focus include:

•Routings and BOMs
•Production Orders and Statuses
•Produce Finished Products
•Reporting for Variance Analysis 
•Consume Components and Charge Labour to Production (Data Collection) 

Date: Wednesday March 27, 2019
Time: 2:00PM EST – 3:00PM EST 

Click Here to Sign Up for the Webinar Today!

Dynamics 365 Mobile apps are handy tools which allow D365 users to access and update their Dynamics 365 environment from anywhere and at any time. Beyond that, customizing what is available on the mobile app is key to ensure that the experience is efficient for both the user and the organization.

A user’s security role must include the necessary permissions in order for them to successfully use the mobile app. If you have used (or copied) an out of the box role chances are high that most of these are already set, but it never hurts to check. And if you have created a custom security role, it is particularly important to confirm that the following privileges and access combinations have been configured.

1. The Dynamics 365 for mobile privilege is the first one to confirm. This privilege is in the Business Management tab of a security role within the Privacy Related Privileges section. Verify that Dynamics 365 for mobile is set to Organization.

2. Validate that the following entities have a minimum of Read access at the Organization level, by navigating to the Customization tab of a security role.

• Custom Control
• Custom Control Default Config
• Custom Control Resource
• System Application Metadata
• System Form
• User Application Metadata
• View

3. Next go to the Business Management Tab. Verify that User Settings is set at the Organization level for Read permission, and the remainder of the privileges have a minimum of User access.