Unlocking the full potential of your existing customer base can be the key to driving revenue growth. Cross-selling and upselling aren't just sales tactics, they're strategic opportunities to deliver added value to customers while increasing deal sizes. With Microsoft Dynamics 365 Sales, businesses gain powerful tools to identify these opportunitie...

In Microsoft Dynamics 365 Business Central, Material Requirements Planning (MRP) is a powerful tool that helps manufacturers plan their production and purchasing based on real demand. When you're operating in a Make to Order (MTO) environment, MRP behaves in a unique and highly targeted way. Instead of reacting to forecasts or stocking strategies, ...

 With the rise of AI-driven productivity tools, many businesses are asking the same question: Is Microsoft 365 Copilot worth the cost? At WebSan Solutions, we've been testing Copilot extensively with our clients and internal teams, and the verdict is in—mostly. Here's what we've learned from real-world use and a hands-on look into what Copilot...

In today's fast-paced digital landscape, businesses can't afford a slow or messy CRM rollout. Whether you're moving from spreadsheets, another CRM, or upgrading your Microsoft ecosystem, your team needs a smooth transition that drives results from day one. That's why we created WebSan's CRM Implementation Plans for Microsoft Dynamics 365 for Sales ...

In our last blog, we explored the differences between Make to Order (MTO) and Make to Stock (MTS) in Microsoft Dynamics 365 Business Central. Now, let's dive deeper into the mechanics of how Business Central plans production and purchasing using Reordering Policies. This post walks through each policy type, how to set them up, and how they affect y...

Artificial Intelligence is no longer a futuristic concept—it's a practical tool businesses use today to gain efficiency, insight, and speed. With Microsoft Copilot becoming a staple in modern workplaces, organizations are now looking at the next evolution of AI: AI Agents. These aren't just assistants—they're autonomous doers. What's the Difference...

Sales teams today are being asked to do more with less—more outreach, more data, more deals, all with less time. Microsoft's 2025 Release Wave 1 for Dynamics 365 Sales answers that challenge with a powerful set of AI-driven tools designed to make every seller more productive, every lead more qualified, and every customer interaction more impactful....

When it comes to manufacturing in Microsoft Dynamics 365 Business Central, one of the most foundational decisions you'll make is whether to operate on a Make to Order (MTO) or Make to Stock (MTS) basis. This decision has direct implications for cash flow, lead times, and how you configure your ERP system. In this fourth batch of our Mastering Manuf...

Organizations are constantly looking for ways to enhance efficiency, reduce costs, and maximize returns on investment (ROI). Microsoft Dynamics 365, coupled with AI-powered solutions, offers businesses a powerful toolkit to drive automation, gain insights, and optimize operations. Here's how you can maximize your ROI by leveraging these technologie...

Sales teams face increasing pressure to meet targets, nurture leads effectively, and maintain strong customer relationships. However, common challenges such as disorganized pipelines, lack of insights, and inefficient processes can hinder success. Microsoft Dynamics 365 Sales (CRM) provides powerful solutions to overcome these hurdles and drive bet...

Microsoft Dynamics 365 Business Central continues to raise the bar with each release, and 2025 Release Wave 1 is packed with enhancements that improve productivity, streamline processes, and boost usability—especially for finance and manufacturing teams. From automated payables to smarter production management, here are the most noteworthy features...

In today's fast-paced business world, data is everywhere. But having data alone isn't enough, it's what you do with it that makes the difference. That's where AI-powered insights in Microsoft Dynamics 365 come in, turning raw data into clear, strategic actions that drive business growth. AI-Powered Data Analysis: From Overwhelming to Actionable Org...

Dashboards in Dynamics 365 Sales provide a centralized view of key business metrics, making it easier for sales teams to track performance, monitor leads, and manage opportunities efficiently. However, out-of-the-box dashboards may not always align with your team's specific needs. Fortunately, Dynamics 365 Sales allows you to customize dashboards t...

Accurate demand forecasting is crucial for manufacturers and distributors to maintain optimal inventory levels, prevent stock shortages, and avoid overstocking. Without a structured forecasting process, businesses risk misaligning inventory with actual demand, leading to inefficiencies in production and order fulfillment. In Microsoft Dynamics 365 ...

In today's fast-paced business environment, sales teams need every advantage they can get to stay ahead of the competition. Enter Copilot for Sales, an AI-driven assistant designed to enhance productivity, streamline sales processes, and provide actionable insights. But is it right for your business? In this blog, we'll explore the features and fun...

In sales, every potential opportunity starts as a lead. But without proper tracking and management, leads can slip through the cracks, resulting in missed revenue. That's where Dynamics 365 Sales comes in—offering a structured lead management system to help sales teams capture, nurture, and convert leads efficiently. In this blog, we'll break down ...

For many small and mid-sized manufacturers, inventory planning starts in Excel spreadsheets. While Excel offers flexibility, it lacks automation, real-time data integration, and error prevention, making it difficult to scale as business operations grow. Microsoft Dynamics 365 Business Central provides a modern, automated inventory planning system t...

Artificial Intelligence (AI) is rapidly transforming the way businesses operate. Among the most exciting advancements are AI agents—intelligent software systems designed to automate tasks, enhance decision-making, and improve efficiency. If you've heard of Microsoft Copilot, you've already encountered an AI agent in action. But what exactly are AI ...

Sales can be a tough job. Keeping track of leads, talking to customers, and closing deals takes a lot of work. But with Microsoft Dynamics 365 Sales, sales teams can work smarter, not harder. This tool helps salespeople stay organized, follow up with leads, and close deals faster. Let's walk through a day in the life of a salesperson using Dynamics...

For manufacturers and distributors, inventory planning is a delicate balance. Holding too much stock ties up capital and increases storage costs, while too little stock results in missed sales and production delays. Microsoft Dynamics 365 Business Central offers multiple reordering policies that help businesses optimize their inventory replenishmen...