WebSan Blog (129)
Business Central Jobs Webinar Series Jobs 106:
Posting Setup and Control
Project mangers who are using Business Central should attend this month's webinar! Register today for our Business Central webinar series, Jobs 106: Posting Setup and Control. Learn all about the general ledger setup by joining this webinar. Watch as we go into a deep dive of the general ledger, transaction posting flow and more. Register for this webinar today to learn about the following topics:
● Review G/L setup and transaction posting flow
• Fixed fee
• Time and materials
Date: Thursday June 25, 2020
Time: 2:00PM - 3:00PM
Microsoft Teams is the ultimate collaboration tool for small to medium-sized businesses. It provides a way for team members across the globe to connect all in one place. One way that Microsoft Teams users can connect is by using the audio-conferencing feature. This feature assigns the user with a phone number that can then be used to join a meeting or to host an audio-only meeting. It's most beneficial to use this feature when:
● There's a limited internet connection
● It's an audio-only meeting
● Dialling in provides better phone quality
● Users who are joining are using a hands-free device
● The user does not have access to their computer
The Audio-Conferencing feature for Microsoft Teams is available in over 95+ countries across the globe. Click here to view the updated excel spreadsheet and see which countries have this feature available. Any users who are currently using Office E5, the audio-conferencing feature, is already a part of that package. If any users have Office E3 or Office E1, audio conferencing is available as an add-on for $5.10 CDN/month. It's important to note that any calls made to other Microsoft Teams members are free. If the user wants to call numbers that are not within the business, they should sign up for a calling plan. Click Here to learn more about the different calling plans available.
Once the add-on has been added to your Microsoft Teams license, a number will be assigned to the user. This number can start hosting audio-only meetings with up to 250 registrants. Both the employees and external numbers can dial into the conference, but the external numbers will be placed into a virtual lobby. Once the admin is ready, they can go ahead and allow these participants to enter the meeting. This makes the meeting more secure and ensures that the admin is ready for the meeting.
During these unprecedented times, it's vital to stay connected with colleagues, Microsoft Teams is the hub for team collaboration in Microsoft 365 that integrates the people, content, and tools your team needs to be more engaged.
Learn more about Microsoft Teams today by clicking on the link below.
Jobs 105: Billing and Expenses
The Business Central Jobs Webinar Series has already covered a wide range of features. Some of these include tasks, planning lines, time, expenses, inventory, and purchase transactions. The fifth installment of this series will be covering Billing and Work in Process (WIP). Using WIP will help users determine the financial value of an on-going job. The costs and sales of this job can be calculated, invoiced, then posted into the general ledger. Join the Jobs 105 Webinar: Billing and WIP to learn more about the following:
• Deep dive into Invoicing for Jobs
• How WIP is calculated for various WIP Methods
• How Deferred Revenue, WIP, Actual Costs and Earned Revenue are calculated
Date: Thursday May 28, 2020
Time: 2:00PM - 3:00PM EST
Become a Microsoft Dynamics Expert During Self-Isolation
During this global pandemic, a lot of businesses had to close their doors. To properly enforce social distancing, these companies had to stop running their businesses. The most interesting trend that has emerged from this pandemic is the importance of cloud innovation. Microsoft has always been one of the leading competitors of technological advancement. Microsoft Teams for example has led the way as one of the top platforms being used during this time of social distancing.
One way to become a Microsoft Dynamics Expert during self-isolation is to do online training. WebSan University has over 85+ courses available for multiple Microsoft Dynamics products. These products include Dynamics 365 for Sales, Dynamics GP and Business Central. Take a course on a module, or even a product that you've never used before. Right now, is the perfect time to learn something new that will help you advance as a Microsoft Dynamics Expert. This would also be a great time to get a refresher on one of the modules that you've previously worked with.
It's important as a Microsoft Dynamics Expert to be comfortable talking about all the different products and modules. You never know when someone may ask your opinion or help on something. While in self-isolation, it's important to continue networking and connect with as many people as possible. Start by choosing a social media platform and joining the Microsoft Dynamics group that is available. These groups are filled with Microsoft Dynamics experts such as yourself. Joining these communities will ensure that you get the latest industry news and can connect with other professionals. It would also be perfect for updating your social media platforms and for making sure everything is up to date and looks professional.
By following the steps that we provided, this will ensure that your career development does not get put on hold. This global pandemic is going to force everyone to be as innovative as Microsoft. Get started today by registering for some Microsoft Dynamics courses from WebSan University. These courses are available online and done in video format. Use the promo-code TWENTY to get 20% off of your first course.
Jobs 104: Timesheets, Expenses and Requisitions in Business Central
The Jobs Module is a critical module for any Project Manager. Without the Jobs module, the Project Manager would not know how to pay employees, manage expenses or monitor the budget. This webinar will show you how to get the highest level of productivity in Jobs module by using the Moniroo® Time Management, Expenses and Purchase Requisitions App. These apps integrate directly into Business Central and can have employees submit timesheets, input expenses and many other PSA functions. Join the webinar to learn more about the following:
• Purchase Requisitions
Date: Thursday April 30, 2020
Time: 2:00PM - 3:00PM EST
Jobs 103: Setting up a Job in Business Central
Project Managers that are currently using Business Central should register for this webinar! Join the Dynamics 365 Business Central Jobs Webinar Series, Jobs 103: Setting up a Job in Business Central. This webinar will be taking a deep dive into the actual project setup. The webinar will be going into great depth about the different variables and settings that are available right out of the box. Learn a few practical applications that any Project Manager can apply to their business. This webinar will be taking place on Thursday March 26, 2020, and demonstrating the following:
• Best practices for project setup (time/materials and fixed fee)
• Setting up WSB elements and task breakdowns for best reporting
• Impact of planning lines setup on budget, costs and revenue
Date: Thursday March 26, 2020
Time: 2:00PM - 3:00PM EST
HOW TO UPLOAD BUSINESS CARDS INTO DYNAMICS 365 FOR SALES
The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead into the system. It’s also common for prospects to provide their business cards which can get lost or misplaced amongst other piles of paperwork. With the help of Dynamics 365 for Sales a Business Card can be added into the Dynamics 365 for Sales for safe keeping. Follow the steps below to add a business card into the profile or a new lead or a new contact.
1. Ensure that you’ve been assigned the Common Data Service User role.
2. Login to the Dynamics 365 for Sales environment.
3. Click on the Quick Add Button on the top right navigation pane and click on Lead or Contact.
4. Once the Quick Create pop-up appears click on the Scan Business Card button.
5. If you are accessing Dynamics 365 for Sales using the web browser it will ask you to upload an image of the business card.
6. Select the business card you want to add into the system and then fill in all the missing information. Don’t forget that the only two *REQUIRED fields to create a lead are the Topic and Last Name in order to create a lead. All the other fields can be edited at a later date. Once you’ve filled in all the required information click on Save and Close.
7. So now if we go into our Leads on the right-hand side navigation pane, we can see that the lead has been added into Dynamics 365 for Sales.
8. If you open the newly added lead and scroll all the way down to the bottom of the profile that is where the Business Card is being stored.