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MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Learn more about CRM's features

Microsoft has announced general availability of its first update for Microsoft Dynamics CRM 2015. The update promises to offer intelligent customer engagement that delivers enhancements. These changes will enable employees to efficiently collaborate across sales, service, and marketing departments, to allow them to better engage with customers. Below, we outline the features which make this update noteworthy:

1. A makeover for Dynamics CRM’s User Interface enables the user to do more with less including ease of navigation through less scrolling and fewer clicks. The new User Interface and navigation bar gives the ability to find information easier and faster.

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2. If you're working in a complex form with lots of fields, the new form navigation drop-down list makes it easy to get to just the data you need. Choose the drop-down list next to the form title, and then select the section of the form you want to go to.

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3. The new navigation User Interface contains the Recently Viewed Items icon, allowing you to quickly get back to the record you were working with.

New UI

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 Recently Viewed UI

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4.You can add a logo or change the color scheme to stay in sync with your organization’s theme


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5. Improvements were also made to the Outlook Integration

a. Track Exchange email activities automatically with folder tracking

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b. Track incoming email wherever you are with the new CRM app for Outlook

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6. New Operators added for Advanced Find - "older than" operators was added.

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 7. Calculated fields can now calculate the difference in days because the NOW() function was added. DateDiff will support differences in minutes, hours, days, weeks, months and years.                                                                         

To learn more about Microsoft Dynamics CRM and its new features, download our free demo!

Click here to download our free Dynamics CRM demo

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

View our free webinars Take our free ERP Assessment Download a FREE Demo

When investing in an Enterprise Resource Planning (ERP) software, cost is always one of the first considerations that comes to mind. According to a study conducted by Software Advice, which helps buyers connect with software vendors, a number of factors come into play which influence the final price of an ERP system.

Number of Users and Customization Requirements

The study points out that larger businesses would typically have more users who need access to the system, requiring more applications and functionality, calling for a higher-priced system.

Customizations can increase the price as some businesses have more specialized processes, and in turn, need specific customizations that will support these.

Deployment Model

Pricing structures vary depending on the deployment model—whether on-premise or hosted. The bottom line: “the choice boils down to a high, upfront cost and lower recurring costs with an on-premise system, or a lower upfront cost with higher recurring costs when choosing a cloud-based system. Over time, these costs tend to converge,” the study notes.

Similarly, WebSan’s Microsoft Dynamics GP offering supports both an on-premise and hosted option, providing a simple and robust solution for your business.

Depending on the size of your business and how much you’re willing to spend, there’s an ERP software solution that can meet your needs! 

Click here to learn more about Hosted Dynamics GP!

 

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

View our free webinars Take our free ERP Assessment Download a FREE Demo

Contemplating the security of your company’s data or server backups may make you want to just keep your head in the clouds. When deciding between going hosted or on-premise for your ERP system, there is much to be considered. However, going hosted offers some crucial benefits that cannot be overlooked. Here are the top three reasons why switching to a hosted ERP system is worth the effort:

1. Security

Going hosted means that you no longer need to worry about the state and security of your data. Your hosting provider’s data center can ensure that data is consistently backed up. You can go about your day knowing that you’ll always have access to your data when you need it.

2. Technical Know-How

Securing your data in the cloud and having a hosting vendor means that you can leave all the technical terms to those who know them best. You no longer have to think of “customizations,” “compliance” or “rebooting” and instead, you can focus on the data at hand and performing your day-to-day tasks.

3. Adaptable

Hosted Dynamics GP caters to all businesses. Whether you’re working for a small company that’s just starting out, a mid-sized company looking to reach new heights, or a large company delivering services across multiple cities, hosted Dynamics GP scales and grows according to your business’ needs.

Click here to find out more about hosted Dynamics GP!

 

 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

 Join us in part one of a free webinar series on customizing Dynamics CRM 2015! The webinar is tailored for those new to Dynamics CRM who are responsible for the customization and upkeep of their organization’s CRM environment.

The webinar will offer a behind the scenes look at the Customizations area and discuss the different components that make up an entity and how one can interact with each of them. The session will wrap up with a sneak peek of customizations in action.

This webinar will serve as a preview of part two, where attendees can submit questions specific to customizations that will be addressed by the webinar speaker.

Previously, our Dynamics CRM webinars have received extremely positive feedback and proved to have given valuable insights to help during CRM implementations.

Part one of the customization for Dynamics CRM 2015 webinar will be held on Thursday, July 30, 2015, from 11:00-11:30 AM EST.

Click here to register for Customizing Dynamics CRM 2015 webinar

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

WebSan Solutions Inc., a silver certified Microsoft Dynamics Partner and the Largest Hosting Provider for Microsoft Dynamics in Canada has been named to the 2015 Microsoft Dynamics President’s Club. This achievement is a direct result of WebSan Solutions Inc.’s outstanding dedication to customer satisfaction through the delivery of innovative business solutions.

The Microsoft Dynamics President’s Club honors high-performing Microsoft Dynamics partners with commitments to customers that are reflected in their business success and growth. This prestigious group represents the top 5 percent of Microsoft Dynamics partners worldwide. Membership is granted based on their continual, committed efforts aimed at offering solutions that meet the needs of their customers.

This acknowledgment came during the Microsoft Worldwide Partner Conference (WPC) 2015, the company’s annual premier partner event, which took place this year in Orlando, Florida. WPC provides Microsoft Corp.’s partner community with the largest opportunity to learn about the company’s road map for the upcoming year, establish connections, share best practices, experience the latest product innovations and learn new skills.

“Each year we recognize and honor Microsoft Dynamics partners from around the world for exemplary performance,” said Neil Holloway, Corporate Vice President, Microsoft Business Solutions Sales & Partners.  “The award-winning partners contribute to the ecosystem and customer businesses alike through their exceptional commitment and expertise.  Microsoft is honored to recognize WebSan Solutions Inc. for their achievements this past year and for their dedication and support of Microsoft Dynamics applications.”

WebSan Solutions Inc. is dedicated to providing customers with the best service and support to accommodate their business needs and further their success, while excelling in customer satisfaction.

With multiple decades of combined experience in the areas of ERP, and IT consulting. We're able to offer guidance and assistance to any sized company, looking to increase profitability by more effectively managing their resources, and improving productivity and efficiency in their operations.

 “We are thrilled to be included in this year’s roster of Microsoft Dynamics President’s Club. This achievement is a testament to our commitment towards providing the highest standard of customer service and delivering top quality solutions for our clients,” said Andrew King, Managing Director of WebSan Solutions Inc.  

2015  presidents club

MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Learn more about CRM's features

With over 4.4 million users working at 40,000 companies, Microsoft Dynamics CRM has long been used in a variety of sales, marketing and operational functions. For some, Dynamics CRM serves as an out-of-the-box tool to simplify operations, while others use the software to track client feedback, manage schedules and projects, and collect purchase information.

This series of blog posts will profile different customers’ unique approach to using Dynamics CRM and provide real-life examples of how the software is used to help improve business processes.

The first is a company that specializes in managing a loyalty card program and partnering with different retailers to offer students discounts and deals utilizes Dynamics CRM’s Inventory Management. This feature allows the company to use the newly released Rollup fields to create a running total for each product offering that has been sold.

Using the Business Management feature gives the company the ability to populate, change, show or hide a field based on the value of another field. Business Rules enabled the company to dynamically update Quantity on Hand for a product when a replenishment value is entered, while creating a workflow prompts members of the sales team of a reduced Quantity on Hand when a product is sold.

Dynamics CRM continues to benefit the company by giving the sales team a full view of their inventory and manage products on hand.

To find out more about how Dynamics CRM can help your business, download our free interactive demo!

Click here to download our free Dynamics CRM demo

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

View our free webinars Take our free ERP Assessment Download a FREE Demo

With vacation season nearing, the last thing you want to worry about is the state of your company’s ERP system. Switch your focus to enjoying your downtime instead of thinking about a time consuming month end or gaining a competitive edge. A robust, simple, stand-alone ERP solution like Microsoft Dynamics GP allows you to kick back and relax on your vacation time.

Whether you need to manage your staff’s vacation pay by making changes to Payroll, schedule an advanced Distribution, or want access to Electronic Banking, Dynamics GP is a multi-functional system that’s cost effective, and easily caters to your growing business needs. On top of all that, the Human Resources module in Dynamics GP presents the Vacation Calendar option, which gives the user a calendar view that lists employees that have taken time off for each day.

WebSan Solutions’ hosted Dynamics GP offering gives you access and ownership of your data, and eliminates upkeep with software maintenance, upgrades, and back-ups. Compared to an on-premise offering, hosted Dynamics GP also gives you the option of faster deployment. Moreover, it’s one of the most notable accounting and ERP software solutions on the market today!

To learn more about Dynamics GP and to gain access to additional ERP resources, visit our hosted Dynamics GP page! 

Click here to learn more about Hosted Dynamics GP

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