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Archive for the ‘Microsoft Dynamics GP’ Category

Five Reasons why you should use Hosted Dynamics GP

Tuesday, May 15th, 2012

Technology is shifting to the clouds. Whether its phone apps like the Apple iCloud or email like Hotmail’s SkyDrive, many firms are transitioning there.  It makes sense to move your ERP system from on premise to hosted instead. Using Hosted Microsoft Dynamics GP still means that your software application is in a data center. You can still access your information where ever you are 365 days a year, 24 hours a day. You can rest assured of the security and reliability of your business. These are some reasons why you should use Hosted Dynamics GP:

  • Superior security, availability and control of your data
  • Lower Hardware Cost
  • Reduced Maintenance cost and improved ROI
  • Built – in disaster recovery and repair
  • Gain access to your data from anywhere

To learn more about Hosted Dynamics GP, visit http://www.websan.com/solutions/hosted-microsoft-dynamics-gp/.  We are a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider. We have decade of experience in Enterprise Software solutions, business and financial accounting software, implementation and design.

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Dynamics Partner

Interview with Mark Polino about Microsoft Dynamics GP

Tuesday, May 1st, 2012

I got the chance to interview Mark Polino a Microsoft Certified IT Professional for Dynamics GP. He is a well-known MVP in the MS Great Plains community. I attended Dynamics Decisions 2011 and I thought he did a wonderful job speaking about the worst mistakes that you can make with Dynamics GP, which was really helpful because I’m new to the system. These are the questions he was asked:

1. When did you realize this would be your career?

In my first few years as a consultant I realized that my experience with Dynamics GP gave me an advantage even if I chose to go back into industry. When I moved out of consulting and into a controller role for a while it made a huge difference in getting the job.

2. In 2010, you wrote the book “Microsoft Dynamics GP 2010 Cookbook” what was your inspiration for writing it?

I had built several “50 Tips in 50 Minutes for Dynamics GP” presentations that got great reactions. I was considering building them into an eBook and mentioned that to my friend and fellow MVP, Mariano Gomez. He was talking to a publisher about a book and he put me in touch with Packt Publishing. The rest is history and the publisher’s help made a huge difference in delivering a better book.

3. What are you current projects now? Are you planning on writing another book or speaking at an upcoming event?

I have a number of speaking engagements lined up including a pile of presentations at Convergence 2012 in Houston. I’ve written a number of fictional short stories to illustrate Dynamics GP features in a different way. There are a few more projects in the works are but none of them are far enough along to discuss just yet.

4. What would you say is the strongest feature in Microsoft Dynamics GP?

I think there are two. The first is its strong financial features. This provides a solid underpinning for Dynamics GP. Second is a strong ISV/Partner channel. This provides ways to extend Dynamics GP into places no one can foresee.

5. What is the biggest problem that you’ve observed that new users face?

It’s still training/training/training. Companies don’t want to pay for. Training gets delivered at implementation and maybe never again so new users only get what’s passed down. People learn more about what’s already in their system after an upgrade, even though much of the functionality isn’t new. Companies think ERP should be easy to use. It is, but Angry Birds is even easier and there are more than 56,000 videos of walkthroughs of Angry Birds. This idea of the software being so intuitive that we don’t need to train is simply unrealistic.

6. What do you think the future of Cloud ERP holds

Cloud ERP will bring greater accessibility, that is, ERP in more places. It may ultimately reduce flexibility. It will be harder for companies to customize ERP systems in the way they have in the past. Frankly, this is both good and bad. It keeps companies from making mistakes like customizing new systems to look just like their old systems but it may make sales harder for more horizontally focused systems.

You can visit Mark Polino website here: http://msdynamicsgp.blogspot.com/

By: Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Dynamics Partner

Cloud Accounting

Friday, April 13th, 2012

The Cloud has virtually changed the way businesses handle financial transactions. Gone are the days when companies must rely on old-fashioned and outdated approaches to document transactions, like pen and paper or Excel spreadsheets. These methods are not only more time consuming and extremely faulty, but they are not a realistic way to run a business in the 21st century. Moving into a new, innovative, and integrated system like Microsoft Dynamics GP can prove to be beneficial for a company of any size for the following reasons:

Time Saving – With a system that automatically inputs customer, vendor, and employee entered data into your system and easily connects all information into one platform, the tasks of manually entering the same data into various spreadsheets and software can greatly reduce the time consuming tasks of data entry. In addition, errors in data entry can simply be eliminated with all clients, employees, and vendors entering data into one system.

Save More Money – Cloud accounting lowers your IT costs because you no longer need to update software each time a new version is released or worry about large, one-time licensing fees. The software costs are spread out over a predictable, smaller, monthly fee. Updates and maintenance are carried out by the cloud provider. With cloud accounting, you can ensure that your system is consistent and up to date.

Easily Create Automated Reports -Microsoft Dynamics GP has tools which simplify accounting processes.  Since all data needed to create reports is stored in one system, creating reports is easy as a few clicks.

Safe & Secure -You have the peace of mind that your data will always be backed up no matter what obstacle your company faces – hardware issues, lost data, or even natural disasters.

Great Payoff for You – Integrating a cloud system provides you with greater scalability – you don’t need to find another accounting solution to match your needs as a growing company.  With Dynamics GP, you can add additional tools or storage space to adjust to their needs.

Moving into a cloud based system like Cloud Microsoft Dynamics GP, can help your company be more productive, efficient, and profitable. To learn more, visit our website or contact us to learn more.

By: Mabelle Gonzales, Marketing Coordinator at WebSan Solutions Inc, a Canadian Certified Microsoft Dynamics Partner.

Management Reporter 2012 Released

Wednesday, April 11th, 2012

Management Reporter 2012 for Microsoft Dynamics has been released & is now available for use.  Management Reporter is a robust financial reporting tool that provides companies visibility into organizational health.  Management Reporter is available for the following Microsoft Dynamics products:

  • AX 2009 & 2012
  • GP 2010
  • NAV 2009
  • SL 2011

Upgrades include greater design flexibility, the ability to collaborates with co-workers, enhanced drill-down capabilities & a more interactive viewing experience.

Contact sales@websan.com to upgrade today!

A Look Into Microsoft Dynamics GP 2013

Wednesday, April 4th, 2012

This year’s Microsoft convergence in Houston announced that Dynamics GP 2013 is due to be released Q4 of this year. With over 150 new features that will help organizations with their functionality, the WebSan team is quite excited! Microsoft Dynamics GP 2013 will transform the way your organization is run by helping you become more connected, provide support for growth, increase efficiency, and lower your IT costs through the new features that are available.

Here are a few features that we’re looking forward to upon its release:

  • Web Access – Employees will gain easier, convenient access to information and will be able to better collaborate with the new web client from their PC or mobile device.
  • Business Analyzer – Delegate tasks, track KPI’s, forecast potential opportunities, and take informed action by having better role-specific insight in to your business.
  • Business Intelligence – Enhanced SQL Reporting offers better visibility to key business metrics.
  • Office 365 Integration – Integration will provide better collaboration and communication within your organization.
  • Word templates – Templates can be applied and reports can be created for anything in GP 2013.
  • Document attachment – Capability to apply related documents into each transaction.
  • Printing – Conveniently choose a printer at the time of printing a report or document

With the increased functionality Dynamics GP 2013 offers, you can be sure that you will have more control over your organization, allowing you to transform and improve the way you conduct business.

For more information about Dynamics GP 2013 and upgrades, contact us at info@websan.com.

By: Mabelle Gonzales, Marketing Coordinator at WebSan Solutions Inc, a Canadian Certified Microsoft Dynamics Partner.

Our First Webinar for 2012 Was A Success!

Friday, March 30th, 2012

Last Thursday, we hosted our first web conference for this year. We discussed SQL linked Excel Reports and reviewed how you could effectively use tools, like pivot tables. With such a great turn out, we’re looking forward to hosting web conferences regularly. To be informed with the latest webinars, send us a message or e-mail us at info@websan.com.

You can view the recorded webinar and other Microsoft Dynamics GP training videos at our YouTube channel.


Excel Reporting – Part 1

By: Mabelle Gonzales, Marketing Coordinator at WebSan Solutions Inc, a Canadian Certified Microsoft Dynamics Partner.

Microsoft Dynamics GP for Professional Services (PSO)

Monday, March 12th, 2012

Professional services organizations (PSO’s)– management consulting, marketing agencies, law firms, legal and financial firms – are some of the most difficult businesses to manage. This ever-changing industry relies heavily on the skills and services their people provide. Clients base their decision on the knowledge, expertise and advice given to them and as a result, it makes it hard for a PSO to sell and quantify their product. Accounting for invoices, tracking hours for each resource, overseeing projects and managing client relations can be a little overwhelming and for a budding PSO, challenges can become even more complex. Using a robust software solution such as WebSan’s Microsoft Dynamics GP solution for professional services can relieve companies in this industry from their financial and project management challenges by:
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  • Shortening deployment times with the use of tools which install the system within minutes, set up core functionality, and quickly transfer and update data.
  • Providing more visibility in projects and their status – increasing customer satisfaction by improving collaboration with clients and employees.
  • Connecting and streamlining business processes – billing, tracking hours, or invoicing.
  • Optimizing efficiency and communication with customizable add-ons and solutions.

To learn more about the robust capabilities and comprehensive tools of Microsoft Dynamics GP, visit our website or contact us for a demo.

By: Mabelle Gonzales, Marketing Coordinator at WebSan Solutions Inc, a Canadian Certified Microsoft Dynamics Partner.

Dynamics GP Keyboard Shortcuts

Monday, January 23rd, 2012

I don’t have anything against a mouse – a computer mouse that is – but sometimes I find I can be more efficient using the keyboard.  Over the years, you have probably gotten so familiar with some keyboard shortcuts that you find yourself even using the shortcut keys when you speak instead of the actual function it is used for – “Just Control+V that in the email.”

Sound like you?  If it does, you may find some of these Microsoft Dynamics GP Keyboard Shortcuts to be quite handy:

  • ALT+F:  Activates the File menu in a GP window
  • ALT+E:  Activates the Edit menu in a GP window
  • ALT+M:  Activates the Microsoft Dynamics GP menu on the main toolbar
  • ALT+R:  Activates the Reports menu on the main toolbar
  • ALT+A:  Activates the Transactions menu on the main toolbar
  • ALT+I:  Activates the Inquiry menu on the main toolbar
  • ALT+C:  Activates the Cards menu on the main toolbar
  • ALT+H:  Activates the Help menu
  • CTRL+L: Opens a Lookup Window

 By: Rahim Jiwani, Application Specialist, WebSan Solutions Inc.

A “Partner-Hosted” solution of Microsoft Dynamics GP vs. a “Microsoft Hosted/Azure” environment

Tuesday, January 17th, 2012

Before I start telling you the advantages of a partner that hosts Microsoft Dynamics GP than just using a Microsoft Hosted/Azure environment, let me first explain the difference between them, so you can better understand what they mean.

A “Partner -Hosted” solution is either an independent software vendor (ISV), system integrator (IS) or a Value- Added Reseller (VAR) that offers hosted cloud solutions through a licensing partnership with Microsoft . A “Microsoft Hosted/Azure” environment is an internet cloud service hosted directly in Microsoft data centres.

The advantage of a “Partner-Hosted” solution is that you are actually working with people who not only have expertise in hosting software, but also possess a deep understanding of the Dynamics GP system. Some people find that it’s very important to build a trusting relationship before they do business; finding a Microsoft Dynamics partner who not only provides hosting solutions, but is Certified as well can reduce cost and provide for a better solution in the long run. When using Microsoft hosted/Azure environment there’s a fixed cost and little to no room for negotiation, if price is very important to a client then going with a partner would be a better solution. Companies that are in Canada might not like the idea of having their data hosted on an Azure environment because it’s US based. It’s important to many Canadian companies to keep their data in Canada.

In future blogs I will be taking more about a partner hosted solutions and how beneficial it can be to you.

By: Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Information about Microsoft Dynamics GP Email Integration

Thursday, January 5th, 2012

Sending an email should be easy to compose and send, it also should be easy to reply and forward to different people. Hotmail has one of the simplest ways of navigating and organizing emails but the problem with that is companies don’t use Hotmail as their main choice in email. So say the email system that you’re using is giving you a hard time by not sending emails properly or sending all your emails to the junk folder, many of these problems can be frustrating and make you appear to be unprofessional. Here are a few benefits of using email integration in Microsoft Dynamics GP.

  • Microsoft Dynamics GP 2010 allows users to effortlessly email single and/or numerous documents. You can also emails from a list in the system. You have the option of choosing a document that you want to send to a specific customer or vendor and should retrieve it in an email.
  • With email integration you can send documents as HTML, PDF, DOCX, or DOCX.
  • You can customize messages for each document and/or customer/vendor combinations.
  • You can also combine many documents and send them all at once in a single email.

So if you think your company needs a new email system and perhaps a new online accounting software system, why not kill two birds with one stone?

By: Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Dynamics Partner