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On April 23rd, WebSan will present Part Three of the Manufacturing webinar series for Microsoft Dynamics GP, which will focus on machines, labour codes and work centres. The webinar is a continuation of WebSan’s Manufacturing series, where Part One featured Manufacturing concepts, and Part Two discussed Items and Bill of Materials.

Part Three of the webinar series aims to teach attendees about work centre terms, tips and techniques to assign employees and machines to a work centre, and how to enter, edit and/delete machine records and labour codes.

The Manufacturing module continues to be one of our most popular webinar series, so register below to reserve your spot and take part in this webinar!

Register for Part 3-Machines, Labour Codes and Work Centres on Apr. 23, 11 AM EST

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

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 2014 by Computer Dealer News (CDN). WebSan has over a decade of experience in Enterprise Software solutions, along with business and financial accounting software.

The list was announced on April 15, 2015 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, or consulting in a cloud or on-demand environment, on-premise fashion or as managed services.

“We are thrilled to be on this list for a third year in a row.” says Andrew King, Managing Director, WebSan Solutions Inc. “We continue to provide small to medium sized business with outstanding support and training and our growth has enabled us to reach this milestone.”

The Top 100 solution providers produce strong growth, and 2014 was no exception. With an above industry norm jump of five percent, the $6.7 billion dollar mark in annual Canadian revenue was reached, according to tabulations from CDN and IDC Canada.

“The CDN Top 100 Solutions Providers is a tough list to get on and to stay on. Each year we see many companies move up and down or even off the list. It demonstrates the great resolve of these Canadian entrepreneurs and the true innovation being developed by this community. CDN believes it’s important to recognize this community for its outstanding work and the CDN Top 100 Solutions Providers list and gala is a great outlet for that,” said Paolo Del Nibletto, Associate Publisher and Editor of Computer Dealer News (CDN), Canada’s No. 1 IT channel publication and Web site.

To view the list of the top 100 Solution Providers click here: www.computerdealernews.com/top-100-solution-providers/top-100

 

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When organizing your business’ data and sorting through multiple categories and headings, it’s easy to get overwhelmed with the time-consuming process. Structured Query Language (SQL) used in Microsoft Dynamics GP serves to retrieve information from databases through the use of basic statements and clauses. Here are some SQL features that can help you sort through data quickly in Microsoft Dynamics GP:

  • Select clause – Allows you to pull and read data from the database. Often using the Select * format, this statement enables the user to select data from columns and tables such as a list of customers.
  • Where clause – Used to filter your list based on a certain condition, such as to specify a customer’s country or location.
  • Alias syntax – Enables the user to rename a database table or a column in a table. This function becomes especially useful when there are multiple tables in a query or when column names are long and not easily readable.
  • Join clause – Helps to combine and add more columns in your data. The join clause is often used to combine fields from two tables by using values that are common to each. 
  • Group by clause – Allows you to compress, consolidate and summarize data. This clause is used together with aggregate functions to group a result set into one or more columns.

To learn more about SQL queries and common functions in Microsoft Dynamics GP, register for our online course! 

Register for SQL 100 course in WebSan University

 

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence.

MS Dynamics CRM vs SalesforceSign up for a free CRM course!Download a FREE CRM Demo

With the recent release of Dynamics CRM 2015, Microsoft has introduced calculated fields in Dynamics CRM. Calculated fields allow you to define the value of a field using calculations operators or functions. You no longer need a developer on hand to write code, you can now create calculated fields using the CRM user interface. For example, a salesperson might want to automatically apply a discount based on an order greater than “X” dollars. The calculated field would be able to change the value using basic math operations or conditional operations.

Here is an example of a calculated field:

Order Total = ((quantity*unitprice) – ((quantity*unitprice) *Discount%/100)) + ((quantity*unitprice) – ((quantity*unitprice) *Discount%/100) *Tax%/100)

Here are some fields that are considered calculated fields:

  •           Weighted Revenue: Estimated revenue multiplied by probability
  •           Net Worth: Assets subtracted from the liabilities for a given account
  •          Follow Up By: Follow up on an activity by a specified number of days based on priority

crm - calculated fields

The type of mathematic operations that you could use are:

  •          = (Equal)
  •          + (Plus)
  •          (Minus)
  •           / (Divide)
  •          * (Multiply)

String Functions are :

CONCAT – Add singular lines of text together. It can be fields or actual lines of Text. If it is an actual line of text, then the text will need to be encased with double quotes.

TRIMLEFT – takes a single line of text and trims the number of characters starting from the left and working its way to the right.

TRIMRIGHT - takes a single line of text and trims the number of characters starting on the right and working its way to the left.

DateTime Functions are

ADDHOURS – Add/Subtract Hours from given Date Value.

ADDDAYS - Add/Subtract Days from given Date Value.

ADDWEEKS – Add/Subtract Weeks from given Date Value.

ADDMONTHS – Add/Subtract Months from given Date Value.

ADDYEARS – Add/Subtract Years from given Date Value.

Natalie Williams, Marketing Manager, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

MS Dynamics CRM vs SalesforceSign up for a free CRM course!Download a FREE CRM Demo

 Microsoft Dynamics CRM is set to see a substantial update this spring, with the release of Carina. This will serve as the first major update to the new CRM 2015.  Although an exact date for its release is yet to be determined, CRM users and partners are abuzz with the features and added functionality that Carina promises. Here are some notable features that can be expected:

1. Enhanced Excel Integration

The new update will allow Excel users to open their data in spreadsheets within CRM. This serves as a valuable feature for quick visibility and analysis of data, and eliminates any compatibility issues that may arise should you have a different version of Excel installed.

2. OneNote Online Integration

Users can now take notes, create voice memos, capture photos and clip web pages from any mobile device (such as iPads or Android phones) and attach them to CRM using OneNote.

3. Improved Mobile Capabilities

Users can expect a more consistent experience across different interfaces, whether on desktops, tablets or mobile phones. Charts and graphs can also be viewed and edited on mobile phones.

4. Customizable Themes

CRM now offers a feature where themes can be customized to match a specific company’s colour scheme or branding. Users can customize themes other than the ones offered on CRM by utilizing the theme builder form to create themes using HTML codes. This new feature also allows for custom logos to be easily added into the overall look of the theme.

5. New Navigation = Better User Interface

Expect less time devoted to scrolling with CRM’s quicker navigational interface. Carina features a more stack-focused interface where sub-menus can easily be viewed and users can access more information at a glance. 

To learn more about CRM 2015’s new features, register for our upcoming webinar! 

 Register for Dynamics CRM 2015 webinar 

 

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

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WebSan Solutions, the largest Canadian Cloud Dynamics partner, offers users the ability to access Dynamics GP on a tablet. Customers now have an alternative way to access and create accounting transactions, without having to log in through their desktop computers.

“We see this as a natural extension of our Cloud Dynamics offerings. No other partner has made the commitment that WebSan has to provide this much flexibility to our customers,” says Andrew King, Managing Director of WebSan Solutions.

As long as there’s an active Internet connection, users would be able to use all of the capabilities of Dynamics GP, which also includes exporting SmartLists to Microsoft Excel with ease. WebSan’s Cloud Dynamics GP solution  allows users to quickly and securely access Dynamics on-the-go using Android, iOS and Windows devices.

An element that makes Dynamics GP on a tablet even more valuable is the feature that lets users print and email documents (i.e. Invoices) on the fly.

The ability to provide access to critical financial information to executives on devices other than a computer is important to a business. Get the insight you need to manage your business and improve the decision-making process by making it portable. 

Natalie Williams, Marketing Manager, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence.

WebSan Solutions, the largest Canadian Cloud Dynamics partner, offers users the ability to access Dynamics GP on a tablet. Customers now have an alternative way to access and create accounting transactions, without having to log in through their desktop computers.

“We see this as a natural extension of our Cloud Dynamics offerings. No other partner has made the commitment that WebSan has to provide this much flexibility to our customers,” says Andrew King, Managing Director of WebSan Solutions.

As long as there’s an active Internet connection, users would be able to use all of the capabilities of Dynamics GP, which also includes exporting SmartLists to Microsoft Excel with ease. WebSan’s Cloud Dynamics GP solution  allows users to quickly and securely access Dynamics on-the-go using Android, iOS and Windows devices.

An element that makes Dynamics GP on a tablet even more valuable is the feature that lets users print and email documents (i.e. Invoices) on the fly.

The ability to provide access to critical financial information to executives on devices other than a computer is important to a business. Get the insight you need to manage your business and improve the decision-making process by making it portable. 

To see Dynamics GP on a tablet, click this link: Dynamics GP Tablet

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The menu bar in Microsoft Dynamics GP helps a user to easily manoeuvre around Great Plains. To optimize this feature, you can benefit from modifying and adding commonly used buttons in the menu bar. You can add buttons that fall under a variety of categories such as Financial, Sales, Purchasing, Inventory and Manufacturing.

In the menu bar, right click to add buttons:

customize menu bar GP - 1

Users are not limited to the default buttons presented in Great Plains. Buttons can be customized depending on the features that your business will need. 

customize menu bar GP - 2

To customize a button, right click on “Customize,” then choose the “Main” option and click “Add” to follow along the menu path to select which button you’d like to add. 

customize menu bar GP - 3

To learn more about Microsoft Dynamics GP’s capabilities, download our FREE interactive demo!

 Download our FREE Dynamics GP Interactive Demo 

 

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

MS Dynamics CRM vs SalesforceSign up for a free CRM course!Download a FREE CRM Demo

Businesses looking for a Hosted Dynamics CRM solution are driven by key needs that include: Integration with third party marketing automation software, a holistic view of each customer on the go, and a need to increase productivity without increasing costs.

So what makes Dynamics CRM stand out from the rest? Here are a few reasons why Dynamics CRM is right for your business:

  • Focuses on critical factors for building long- term customer relationships, such as Sales Automation, Customer Service and Marketing Excellence.
  • Familiar Microsoft interface that makes the system easy to use.
  • Native Microsoft Outlook client and embedded Microsoft Office features.
  • Access anywhere, anytime, using a web browser, a tablet or directly within Microsoft Office Outlook.
  • Customization options allow the system to adapt to your business needs and then continue to grow along with your organization.
  • Automation features, such as workflows, increase your employees' productivity and reduce errors.

If you are interested in viewing Microsoft Dynamics CRM in action, download our free interactive demo!

Natalie Williams, Marketing Manager, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence.

View our free webinarsRead more about Hosted Dynamics GPDownload a FREE Demo

On February 19th, WebSan introduced a new webinar series to put a spotlight on the Manufacturing module of Microsoft Dynamics GP. Part one focused on Manufacturing concepts, where attendees learned basic Manufacturing terms and were given tips to help make implementation successful. The webinar was well-received and generated good feedback from the attendees. Part two of the Manufacturing webinar series offers a look into the Items and Bill of Materials (BOMs) module and includes a discussion of item classes, position numbers, Manufacturing accounts, BOMs entry and inquiries.

The Manufacturing module has been one of our most popular webinar series, so register below and take advantage of this free webinar!  

Register for Part 2-Items and Bill of Materials on Mar. 26, 11 AM EST

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence