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AI for Business: Real Tools for Real Results

AI Training & Workshops: Transform Your Business with AI

Join our AI Workshop Series and explore how Microsoft Dynamics 365 is revolutionizing business operations with intelligent automation and predictive insights. Each workshop dives into a different AI-powered capability. Whether you're looking to streamline processes, enhance decision-making, or optimize your supply chain, these hands-on sessions will equip you with the knowledge to harness AI for real-world success.

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Why should you take these workshops?

  • Hands-On Learning

    Gain practical experience with AI-driven tools in Dynamics 365 through interactive training sessions.

  • Boost Efficiency

    Learn how AI-powered automation can streamline workflows, reduce manual tasks, and increase productivity—all in a focused, one-hour workshop.

  • Smarter Decision-Making

    Discover how AI-driven insights and predictive analytics can help you make data-backed business decisions.

  • Stay Competitive

    Keep up with the latest AI innovations to optimize operations, enhance customer experiences, and drive business growth.

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Available Workshops

  • Workshop Thumbnail: Cut Through the Hype: What AI Actually Delivers in Your Business

    Cut Through the Hype: What AI Actually Delivers in Your Business

    AI is everywhere—but what does it really do for your business? This session takes a no-nonsense look at how Microsoft Copilot enhances productivity in Microsoft 365 and Dynamics 365 Business Central. From meeting recaps to instant file retrieval, discover where AI delivers value today, where human oversight is still essential, and how to integrate it into your daily operations.

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  • Workshop thumbnail: Getting AI-Ready: Building Responsible AI Policies for Your Business

    Getting AI-Ready: Building Responsible AI Policies for Your Business

    AI tools like Microsoft Copilot are transforming the workplace—but without a clear policy, they can also introduce serious risks. This workshop will help you identify gaps in your current data governance, clean up outdated permissions in Microsoft 365, and lay the foundation for a responsible AI policy. Leave with practical steps to secure your environment and confidently guide your organization's AI adoption.

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  • Workshop thumbnail: Copilot for Executives: Delegation, Decisions & Dashboards

    Copilot for Executives: Delegation, Decisions & Dashboards

    Executives don’t need more tools—they need clarity, speed, and time. This workshop shows how Microsoft Copilot acts as a digital assistant, summarizing meetings, surfacing business insights, and drafting reports in seconds. Learn how AI can streamline decision-making, improve communication, and help you focus on strategy, not busywork.

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  • Workshop Thumbnail: Copilot in Business Central: Get Answers Without the Queries

    Copilot in Business Central: Get Answers Without the Queries

    Stop wrestling with filters and pivot tables. Copilot lets you ask Business Central for the insights you need. This session explores how to use natural language to analyze sales trends, track inventory, reconcile bank statements, and more. Perfect for professionals looking to work smarter with their ERP data.

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  • Workshop description: Copilot for Customer Service: Copilot for Customer Service Quicker Resolutions, Happier Customers

    Copilot for Customer Service: Quicker Resolutions, Happier Customers

    Customer service teams are under pressure to respond quickly while maintaining a personal touch. This workshop shows how Microsoft Copilot in Dynamics 365 Customer Service helps agents summarize cases, draft responses, detect sentiment, and suggest solutions—all while reducing manual effort. Learn how AI can enhance customer interactions without losing the human element.

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  • Workshop thumbnail: AI Agents: Automate the Work You Didn’t Know Could Be Automated

    AI Agents: Automate the Work You Didn’t Know Could Be Automated

    Go beyond Copilot, meet AI Agents, the next step in workplace automation. Unlike Copilot, AI Agents don’t just assist; they act, monitoring systems, making decisions, and handling tasks automatically. This session breaks down what AI Agents are, how they work, and how they can free your team from repetitive work.

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  • Workshop thumbnail: From Ideas to Impact: Kickstarting AI in Your Organization

    From Ideas to Impact: Kickstarting AI in Your Organization

    Discover how to integrate AI into your business without a major system overhaul. In this interactive session, you'll learn to identify high-impact automation opportunities, explore real-world AI use cases with Microsoft Copilot, and develop a roadmap for successful adoption. Whether you're in finance, HR, operations, or customer service, this workshop will equip you with the strategies to drive efficiency, engage your team, and turn AI potential into real business value.

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  • Workshop thumbnail: Charting Your AI Roadmap: Strategy, Control, and Responsible Adoption

    Charting Your AI Roadmap: Strategy, Control, and Responsible Adoption

    AI adoption isn’t just about technology—it’s about having a clear strategy, governance, and alignment with your business goals. This workshop helps business and IT leaders create a practical, phased roadmap for implementing AI across Microsoft 365 and Dynamics 365. Learn how to evaluate AI readiness, prioritize use cases, define governance, and drive responsible adoption—without losing control of your data or processes.

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The Honest Truth About ERP Implementation – What You Need to Know

When considering a new ERP system, it’s natural for potential customers to have a lot of questions—about the software, implementation process, pricing, and everything in between. At WebSan Solutions Inc., we’re committed to being as transparent and helpful as possible. Here are the top 10 questions we commonly get asked during the sales cycle, along with detailed answers to help guide you through the decision-making process.

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Business meeting between three people
  • Why does the proposal differ so much from what’s on your website?

    We get this question a lot, and it’s important to understand that the information on our website is a general overview. Each organization has unique needs, so the final proposal reflects a mix of our "standard" offerings and custom solutions tailored to your specific requirements, including the scope of work, timeline, and any special configurations or additional services. The website content serves as a starting point, but the proposal is a detailed reflection of your company's needs.

  • What is our philosophy on change orders?

    At WebSan, we believe in being upfront and clear about everything from the start. Change orders typically occur if there’s a shift in scope—like additional features or customizations that were not part of the original agreement. We handle change orders with full transparency: if changes are necessary, we’ll clearly communicate the impact on the timeline, budget, and resources. Our goal is to ensure there are no surprises, and that any changes are carefully planned.

    That being said, we work tirelessly during the sales process to reach a point that our proposal is indeed fixed fee and the only time and materials components of the proposal are either integration work or any customizations that are required (which we always try to minimize).

  • Can you explain the project management fee to me and how it works?

    The project management fee is essential to ensuring that your implementation goes smoothly. It covers the time, expertise, and resources needed to manage the project from start to finish, including coordination, scheduling, risk management, and ensuring that all project milestones are met. Our project managers will work with you every step of the way to ensure everything stays on track. This fee ensures that we can dedicate the right resources to meet your expectations and timelines.

  • What if WebSan screws up, does the project management fee stop?

    We understand how critical your project is to your business, and we’re committed to delivering quality. If there’s an issue on our end, we won’t just stop the project management fee—we’ll take immediate corrective action and ensure that the problem is resolved promptly. Our project management fee remains in place as long as the project is ongoing, but we’re always here to fix any mistakes and ensure you’re satisfied with the final result. We view our relationship as a partnership, and we’ll work hard to get it right.

  • Is it okay that we check references?

    It’s completely natural for prospective clients to want to ensure they’re choosing a vendor they can trust. We have a LOT of customer testimonials on our website as well as case studies that we encourage potential customers to review. If, after reviewing the content on our website you still would like to speak with a customer, we can arrange that.

  • What about the testimonials on your website?

    The testimonials on our website are real feedback from customers who have worked with us and been pleased with the results. We are proud of the positive experiences we’ve created for our clients, and these testimonials showcase the value we bring to the table. Testimonials on the site are part of our overall transparency, but we want to ensure you feel fully confident in your decision.

  • What is the typical implementation timeline for an ERP system?

    Every business is unique, so implementation timelines can vary based on your specific needs and the complexity of your existing systems. However, on average, an ERP system implementation can take anywhere from 3 to 6 months. We’ll work with you to define a realistic timeline that aligns with your business goals and milestones. During the planning phase, we’ll break down each step of the process to ensure that everyone involved is on the same page.

  • How do you ensure the ERP system is a good fit for our business?

    Our approach is consultative and tailored to your specific business processes. Before we even propose an ERP solution, we take the time to understand your unique requirements through in-depth discovery sessions. We’ll discuss everything from your current challenges to your long-term business goals. From there, we recommend a solution that best fits your needs and is scalable for future growth. You’ll also be involved in every phase of the implementation to ensure we stay aligned with your expectations.

  • What support do you offer after the system is implemented?

    We offer comprehensive support after the ERP system goes live. Our team is available to assist with any issues, answer questions, and provide ongoing training to ensure your team is fully equipped to make the most of the system. Additionally, we offer different levels of post-implementation support depending on your needs, whether that’s ad-hoc support or a more structured service plan. Our goal is to ensure you continue to get value from the system long after the initial rollout.

  • What happens if we’re not happy with the ERP system after it’s implemented?

    At WebSan Solutions, your satisfaction is our priority. If you’re not happy with the system, we’re here to fix it. We offer continuous support and will work closely with you to resolve any issues. In some cases, that may involve system tweaks, training adjustments, or even revisiting the initial configuration. We view your success as our success, so we’ll do everything in our power to ensure that the ERP system meets your needs.


Implementation with WebSan Solutions Inc.

We hope these answers help you feel more confident as you move through the sales cycle. At WebSan Solutions Inc., we pride ourselves on transparency, communication, and delivering value to our clients. If you have any other questions or need further clarification, don’t hesitate to reach out. We’re here to guide you every step of the way!

Implementation Plans

Expectations for a Dynamics 365 Business Central Implementation

In this video, we cover what expectations to have for a Dynamics 365 Business Central implementation and demonstrate the steps and phases involved. Implementing Business Central depends on multiple factors such as the size of your organization, how complicated your current setup is, the number of users, and the transfer of data from legacy systems—which contribute to the duration and expense of the process.

Read more …ERP Implementation Questions

Katrina She

Katrina She

Katrina She

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  • Professional Profile

    Katrina is the Director of Implementation and Finance at WebSan Solutions Inc. She holds a BAS in Accounting from York University, as well as a CPA designation.

    In her role, Katrina oversees the financial operations and implementation of solutions for clients, ensuring that projects are delivered on time, within budget, and meet client expectations.

    Her responsibilities include managing financial reporting, overseeing budgeting and forecasting, and ensuring smooth implementation. She also leads cross-functional teams, ensuring alignment between technical, financial, and client goals.

  • Areas of Specializations

    • Project Implementation and Management
    • Financial Planning and Analysis
    • Budget Management
    • Client Relationship Management
    • Cross-Departmental Leadership
    • Regulatory Compliance and Financial Governance
  • Hobbies & Personal Interests

    In her leisure time, Katrina enjoys staying active by riding her indoor bike. She also has a creative side as an amateur photographer, capturing moments through her lens. Additionally, she enjoys exploring different winery tours, appreciating fine wines and scenic vineyards.

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Panth Parikh

Panth Parikh

Panth Parikh

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  • Professional Profile

    Panth Parikh is the Manager of Technical Services at WebSan Solutions Inc., with a Bachelor of Technology in Computer Engineering from Uka Tarsadia University and a Master of Science in Computer Science from the University of Windsor.

    In his role, Panth oversees the technical services team, ensuring the successful implementation, support, and optimization of technology solutions for clients. He also collaborates closely with other departments to enhance service delivery and maintain high client satisfaction levels.

  • Areas of Specializations

    • System Integration and Implementation
    • Technical Project Management
    • IT Infrastructure and Support
    • Process Automation and Optimization
    • Data Security and Compliance
    • Client-Focused Solution Development
  • Hobbies & Personal Interests

    In his free time, Panth enjoys staying active by playing volleyball. He also loves watching his favorite sports, particularly soccer and football. Panth also has a passion for traveling, exploring new destinations, and experiencing different cultures.

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Outsourcing Bundle for Dynamics 365 Business Central

Simplify Your Outsourcing with the All-in-One Outsourcing Bundle

Do you struggle to maintain accurate records and streamline processes for contractors and vendors in Business Central, causing delays and compliance risks? The Outsourcing Bundle for Business Central is your one-stop shop for efficient vendor management.

  • Streamline
    Payments

    Effortlessly generate T4As and ensure compliance.

  • Centralize
    Contract Vendor Management

     Keep track of all your vendor agreements in one place.

  • Enhance
    Operational Efficiency

    Reduce administrative work and focus on growth.

Seamless Integration with Business Central

Both apps integrate seamlessly with your existing Business Central platform, saving you time and minimizing errors.

  • Vendor Contract Maintenance

    This app allows companies to track any contractual agreements they have with their vendors.

    With this app, you will be able to:

    • Date Tracking: Track and receive notifications on important dates related to your contract's life, such as renewal or expiry dates. 

    • Purchase Assignment: Link purchase orders & invoices to your contract to keep track of any purchases made under contract. Set an annual contract budget to limit how many users can purchase against the contract. 

    • Vendor Contract Item Pricing: Set unique item pricing that you agreed upon with your vendor and use that pricing on your purchases.

    • Contract Clauses and Conditions: Set specific clauses or conditions such as termination fees or notice criteria on the contract and set email reminders advising on these clauses and conditions.

    • Cloud Storage: Attach and store any notes and documents on the contract instead of locally on your computer.

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  • T4A Generator

    The T4A Generator application is a tool that can audit and generate T4A slips for your payees, email the slips to them, and generate T4A summary documents that can be submitted directly to the CRA.

    • Automatically audit and generate your T4A submission: Immediately capture and correctly file your payments which you can then generate the files acceptable by the CRA.
    • Segregate tax-liable payments from non-tax liable: Through this tool’s intuitive setup, you will be able to assign specific payees as tax liable as well as identify specific payments as tax liable
    • Reduce errors: No human interaction is involved with your audits, so there are minimal chances of error or delay.
    • Faster processing: Generate T4A documents instantly with just a click of a button.
    • Customizable filters and restrictions: When generating your T4A amounts, you can filter by date, payee, amounts, and so much more so that you only get the data you want to pull.

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  • Importer Bundle

    $80 per month

    Supported Countries
    Canada

    Supported Editions
    Essential & Premium

    Get it from AppSource


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