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WebSan Solutions’ Microsoft Dynamics GP and CRM interactive demos help evaluate the two software’s capabilities within minutes and gives an overview of each system’s look, features and functionality. The demos serve to give a preview of the software before deciding to purchase and insight into the additional functionality for those who have experience using the systems. With over 200 downloads, our demos have given businesses an inside look into what Dynamics GP and CRM can offer.

An updated version of our Dynamics GP and CRM demos are now available. The demos’ interactive functionality allow the user to click through and type in data, making for an engaging experience.

The Dynamics GP demo now features common business issues faced such as poor project management and limited project visibility and addresses how Dynamics GP’s modules and functionality can solve these issues.

The Dynamics CRM demo presents new features available in the newly released CRM 2015 version. The demo gives a sneak peek into Dynamics CRM’s top features including Global Search and Nested Quick Create Forms.

Get started and download our free interactive Dynamics GP and CRM demos to see the systems’ capabilities today! 

Click here to download our free Dynamics GP and CRM demos

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

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

 On Thursday, June 25th, WebSan will present a free webinar to teach attendees how to jumpstart their Marketing efforts using Microsoft Dynamics CRM. The webinar will feature tactics to create and manage Marketing lists, differentiate Quick Campaigns from Campaigns, manage Campaigns from start to finish and use Dashboards to track performance.

The 30-minute webinar will discuss the key components of the Marketing area in CRM, give tips on how to use Marketing lists to create Quick Campaigns, how to manage responses and measure the performance of Marketing efforts.   

Register and don’t miss out on your chance to take part in this new CRM Marketing webinar!

Register for “Get the 4-1-1 on Dynamics Marketing Webinar” on June 25, 11 AM EST

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

View our free webinars Read more about Hosted Dynamics GP Download a FREE Demo

Microsoft Dynamics GP 2015 R2 was released in the beginning of June. Set to target small to mid-sized businesses, the release brought in new functionality that was unavailable in previous releases. Here are some notable features that the release offers:

1. Ability to Display Debits Before Credits

Under the account transaction reporting options, the debit column is now displayed before the credit column by default.  This new feature applies to SmartLists, Excel reports, database tables and views where the reports are based on.

2. Email Capability on All Sales Order Document Formats

For any document format, users now have the email option for all Sales Order documents when printing from the Transaction Entry Window, Print Sales Documents window, and Navigation Lists.

3. Self Service User Tasks

The Self Service user type gives limited access to the system for users who want a more cost effective way to perform tasks such as entering project time and expenses, creating a requisition or entering payroll time. Task and role assignment can now be more efficient as this feature includes Employee Self Service Security Roles that allows the user to filter security tasks for each user type.

4. All in One Document View

Users can now save time searching for information from a purchasing document. The feature allows users to view relating purchasing documents in a single window that can be accessed from the Vendor Maintenance window, Navigation lists and the Home Page. By default, the user’s most recent documents will appear on the window and navigation buttons provide the ability to see the next set of five transactions.

5. Combine General Ledger Inquiry

Inquiry windows have been consolidated in GP 2015 R2’s General Ledger. This feature allows users to view open and historical information within the same window as the Summary Inquiry, Detail Inquiry and Account Summary. Drill-backs and Go-To’s are now displayed in a single window, enabling the user to easily view data instead of having to choose one window over the other. 

Click here to learn more about Microsoft Dynamics GP and WebSan's GP offerings!

 

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

View our free webinars Read more about Hosted Dynamics GP Download a FREE Demo

When evaluating an ERP software and choosing a partner that will provide implementation, it’s important to consider how well both can support your organization’s needs. Along with our ERP Assessment, which measures how well an organization is optimizing their ERP software, WebSan’s ERP Whitepaper is a valuable resource that will give insight into ways an organization can benefit from a new ERP system.

The “27 Powerful Questions to Ask ERP Providers Whitepaper” addresses a variety of topics, including possible business opportunities, security and risk, implementation, training and support and scalability. The different sections of the ERP Whitepaper aim to provide information that will give an overview of the ERP software, data ownership, additional resources, tech support, and system updates.  

Download our free ERP Whitepaper and learn how you can improve efficiency and make better business decisions with the right ERP software. When you download our free ERP Whitepaper, you can take our free ERP Assessment and gain access to our Microsoft Dynamics GP and CRM demos! 

Click here to download our free ERP Whitepaper!

 Linz Tan, Web Marketing Assistant, 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

Come July 14, Microsoft is set to end support for Microsoft Server 2003. After this date, Microsoft will no longer provide security updates, fixes or online support for Windows Server 2003. Businesses across Canada who choose not to upgrade could leave themselves and their customers exposed to security risks, increased compliance, electronic data loss, hackers and may lose the ability to accept credit cards.

According to Microsoft Canada, big companies would take about 150 to 200 days to upgrade its servers. While migrating to an updated operating system comes with some challenges, the gains would ultimately outweigh the risks that not upgrading would pose to businesses and customers. Businesses should see this as an opportunity to modernize infrastructure or consider hosted options for securing data.

Microsoft Canada suggests that customers can either upgrade and migrate to a new server software (such as Windows Server 2012 R2) or use cloud services which would cost less than a migration, reduce hardware and still provide adequate protection.

For businesses considering hosted services on the cloud, WebSan Solutions offers Microsoft Dynamics GP and CRM which allows for rapid deployment, low total cost of ownership and a robust solution that scales and grows depending on a business’ needs. Reduce the number of days it would take for your business to upgrade by switching to one of WebSan Solutions’ Microsoft Dynamics GP and CRM offerings.

Click here to learn more about Microsoft Dynamics GP and CRM

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

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

On Thursday, May 28th, WebSan will present a webinar that will feature fascinating Microsoft Dynamics CRM Tactics that can help your business grow. The webinar will highlight the sales area, data that will comprise charts, different types of dashboards and tips on how to use visual data to drive your sales process.

The free webinar will discuss valuable concepts and processes such as the business process flow, global search and goal setting. A rundown of timesaving tips to help users make the most efficient use of their resources when navigating through CRM will also be given in this webinar.

Our CRM webinars have been some of our most requested, so register below to reserve your spot and take part in this webinar!

Register for Microsoft Dynamics CRM Tactics Webinar on May 28, 11 AM EST

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

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WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider has moved to a new office that offers a bigger and brighter workspace. The new office space will support a significant expansion of WebSan’s team and the growth that the Canadian company is continually experiencing.

The previous office space that the company occupied had limited space which could no longer support the increase in WebSan’s team. As WebSan continues to experience business growth, an expansion in office space was a natural next step to better accommodate the team’s needs and an increase in new clients.   

Over the past year, WebSan has acquired a substantial number of new clients and particularly strengthened its Dynamics CRM practice.

“Our team is excited about expanding our office space to accommodate WebSan’s growth. The new office space will not only allow us to better serve our customers, but also reflects our progression as a company,” said Andrew King, Managing Director of WebSan Solutions Inc. 

 

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