Contact us today: (866) 4-WEBSAN (932726)                            Get Instant Support

Microsoft Dynamics GP, Microsoft Dynamics 365 for Sales/CRM & Dynamics NAV Blog

Office 365 is one of the most popular applications to make any business go paperless. Companies that use Microsoft O365 suite don’t have to worry about, documents or files getting misplaced. Here are three ways that any business can leverage Microsoft O365.

Flexibility and Scalability

Microsoft O365 is both flexible and scalable for any business. Microsoft O365 is available on a monthly or annual plan and can be scaled to cater to your business. It is very easy to add and remove users. Here at Websan, it can be done by filling in a form on our support page. Microsoft O365 has customized packages available so the right employees and departments access the best tools.

Moving to the Cloud

Microsoft O365 is in the cloud which means updates are done quickly by Microsoft with little to no interruptions. This will ensure that your business is using the latest versions of O365 and your business email and mailbox will never go offline. When O365 is deployed in the cloud, all the licenses will be active at once, making updating quick and secure by Microsoft.

All-in-one Business Solution

Having the right applications for each department will give your company the competitive advantage to stay ahead of the competition. The O365 suite is available on the web, desktop, and mobile devices. It makes it easier for your employees to quickly access their information, by using their Microsoft Account login.

Every business should have the Office 365 experience. No more filing cabinets or loose papers. With O365, your company can go completely digital. Microsoft O365 has multiple plans available to suit your business. Download our cheat sheet today and see what O036 is all about.
CLICK TO VIEW OUR CHEAT SHEET

Published in WebSan Blog

Dynamics 365 is a sophisticated Microsoft business application, it grants the ability to better manage the relationships of your Sales, Customer Service, Field Service and Operation processes. But how can you access your data while you are out in the field, the internet is down or you are not anywhere near your PC? Dynamics 365 for phones and Dynamics 365 for tablets apps are the solution when you're on the go. These apps give you immediate access to accounts, contacts, opportunities, cases, and so much more!

How to get the App:

Go to the app store on your device and download either Dynamics 365 for phones or Dynamics 365 for tablets, depending on the device you are working with. Both phone and tablet users alike will appreciate the new Unified Interface. The Unified Interface provides an optimized viewing and interaction experience, relative to screen size, device, and orientation.

EU Mobile pic 1

 Accessing the App:

Once you have the app installed, open the app on your device, enter your Dynamics 365 URL (web address), and click the arrow to continue. Next you will be prompted for your user name and password. If you are unsure of any of these values, contact your Dynamics 365 administrator.

EU Mobile pic 2

Once logged in, you will have access to the components which have been configured for mobile within your organizations environment and fit within the parameters of your security role. You will be presented with Dashboards, Records, and Views, and many other features, which you are already familiar with. You will notice a variance in how the screen renders as compared to your PC, the apps presentation is designed to make it more conducive to the condensed screen real estate, without losing any functionality.

EU Mobile pic 3

To ensure that confidential information does not end up in the wrong hands, it is simple to sign out of the Dynamics 365 app on your device, tap the ellipses, then choose Sign Out.

EU Mobile pic 4

Do note the following:

  • The Windows Phone app for Dynamics 365 (online) version 9.0. was deprecated as of May 22, 2018. The Windows Phone app will no longer be supported for Dynamics 365 (online) version 9.0. Support for the app on Windows tablets and PCs remains unchanged. You can still use the Windows Phone app for Dynamics 365 version 8.2 and earlier. This is only relevant if you are planning to update to Dynamics 365 version 9.0 and have a Windows phone.
  • Dynamics 365 has separate mobile apps for Field Service and Operations.
  • Microsoft won’t onboard any additional customers to Mobile offline currently, further notice will be released. This does not affect existing customers who already use mobile offline.

If you need assistance or have any questions when downloading or accessing the app, please reach out to our support team at This email address is being protected from spambots. You need JavaScript enabled to view it.. We are always happy to help you increase the productivity of your Dynamics 365 environment!

Published in Dynamics 365