Power BI 101 Series: Purchasing Dashboard with Power BI

Join our Webinar and learn how to create a Purchasing Dashboard with Power BI for your business. In this webinar, we’ll be showcasing all the different tables, connections, and calculations needed for this dashboard. Have instant access to accurate and detailed information such as the open PO commitments or purchase orders with line details. View all your key metrics and KPI’s in a single dashboard and drill into them such as the vendor spend by a period. This dashboard is meant to ensure your business can monitor and discover any spending trends.

Date: Wed Dec 19, 2018
Time: 2:00PM-3:00PM 
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

What’s new in the October 2018 release webinar for Business Central?

Back in October, Microsoft launched a massive update for Business Central and we want to tell you all about it. In this webinar, we’ll be reviewing the updates and demonstrating how they can change the way you run your business. We’re excited to share the newest updates in Business Central and keeping everyone informed of the latest industry news. Some of the updates that we’ll be discussing are:

1.New Search Experience
2.List enhancements and smart list smart list-type functions
3.New G/L entry user experience 

Date: Wednesday November 21, 2018

Time: 2:00PM-2:30PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Power BI 101 Series: Sales Reporting Dashboard with Power BI Webinar

In the third part of our webinar series, we’ll be demonstrating how to build a Power BI sales reporting summary from scratch. The sales dashboard will provide not only an overview of your business’s sales performance but also make it easier to drill into sales performance analytics. You will learn all the steps needed to connect your sales data from within Microsoft Dynamics and transfer it into Power BI. Watch us step-by-step as we show you all the calculations needed to make a sales reporting dashboard. By the end of this webinar, we'll show you how to create the following:

1.Sales by Product Line
2.Customer by Location 
3.Sales by Customers 
4. Top Salespersons 

Date: Wednesday November 14, 2018

Time: 2:00PM-3:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Join us for the second part of the Power BI 101 series as we drill into how to create a financial dashboard. Displaying financial data on a single dashboard allows you to monitor and optimize any financial trends. In just a few clicks we’ll show you how to create a dashboard using your own financial data.

• View all of your financial data on a single dashboard
• Drill down into specific metrics that are important to your business
• Monitor finances to help with future forecasting

Date: Tuesday October 30, 2018
Time: 11:00AM - 12:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Management Reporter provides the flexibility of consolidating financial data across one or multiple organizations in one single report. This report includes a summary (consolidated) report for all companies as well as the option to view a report for each of the companies that you are using on the consolidation.

The simplest method to create a consolidation of all companies is by using a reporting tree. A reporting tree is an optional “building block” that allows you to list all companies to be consolidated. Once the report is generated you will have the option to select any company from the reporting node on the consolidated report.

Viewing Companies Side by Side

The second option for consolidated reports is to show each company side by side. This can also be achieved by defining a reporting tree with all companies and using that reporting tree to assign each company on separate columns.

The Fixed Assets module for Dynamics GP helps your business improve its asset management by automating the accounting processes surrounding your property. You can use Fixed Asset Management, to set up, enter, and maintain asset records. When necessary, you can add insurance and user-defined information and create additional records for each asset, including investment tax credit information and lease information.

Simplify the depreciation process with modification, recalculation, averaging, comparison and projection capabilities.

Capture asset information in multiple books, allowing depreciation to be tracked under different methods for alternative reporting needs.

Provides accurate and accessible information – capture changes necessary for tax and financial reporting purposes.

The Professional Services Tools Library (PSTL) can be implemented in your Microsoft Dynamics GP environment very quickly. This add-on contains a large assortment of 25+ free tools for any business wanting to increase their business productivity. These modules are listed below;

• Database Disabler – Allows the administrator to block users from logging into a company. The company will not appear in the list of companies when logging in to Microsoft Dynamics GP until the administrator unblocks the database.

• Shortcuts Copy – Use this tool to copy the shortcuts options from one user to another user.

• Update User Date – The Update User Date utility automatically updates the user data in Microsoft Dynamics GP to the next date at midnight each day. This is useful if Microsoft Dynamics GP is left running overnight.

• Menu Inquiry Utility – Shows windows that are enabled and visible in Microsoft Dynamics GP.

• Account Modifier / Combiner – Change a single or multiple account number(s) into new account numbers. Combine all of the open and historical data from two account numbers into one number or combine a range of numbers.

• Checkbook Modifier – Allows the change of an existing checkbook ID to a new checkbook ID.

• Fiscal Period Modifier – Use the Fiscal Period Modifier to change fiscal year definitions and reset data in the open and history tables. See detailed instructions before using this tool. Clicking on Setup Periods button removes previous year’s definitions.

• GL Master Triggers – Keep the account numbers in sync between company databases. Add an account number to one database and it automatically replicates to other assigned databases.
  
  

• 1099 Modifier – If the vendor was not set up as a 1099 vendor, can be used to update the records.

• PM Master Triggers – Adds new vendors to additional selected company databases.

• Vendor Combiner – Use the Vendor Combiner tool to combine a current vendor ID with another existing vendor ID.

• Vendor Modifier – Use the Modifier tool to change an existing vendor ID or range of vendors to a new vendor ID. All work, open and history transactions are moved to the vendor ID.

• Vendor Name Modifier – Use this tool to change the vendor name.

• Minimum PO\Receipt Number – Stops Microsoft Dynamics GP from looking backward for unused document numbers.

• POP Cost Defaulter – Defaults the current cost or the standard cost from the item master card instead of from the Item Vendors record.

In today’s digital banking system, transferring EFT or ACH files to/from your bank has become a key element of any modern business. The EFT for Payables module for Dynamics GP will give your company the ability to automate this process entirely within your existing Dynamics GP environment. Proper utilization of the EFT for Payables module will increase productivity and reduce manual cheque processing.

 
• Learn more about the EFT for Payables module for Microsoft Dynamics GP.
 
• Eliminate costs associated with postage
 
• Stakeholder has grown accustomed to-the convenience of this immediate payment method. 
 
• Further, it is more environmentally friendly.
 
• More secure than a cheque payment.
  
  

Contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. to get started today

Finding the data you are looking for may be far easier than you realize in Dynamics 365. There are many out-of-the-box elements in D365 which enable you to quickly (and easily) locate just what you need. Not only that, once you pinpoint the data, there are features that give you the ability to save the filter and create valuable metrics. This session will provide end users with valuable tips to efficiently and effectively find just what they need!

Topics to include:

• Maximizing Views
• Charts and how they interact with Views
• Effective Use of Global Search and Quick Search
• Creating Advanced Find Queries

Date: Thursday September 27, 2018
Time: 11:00AM - 11:30AM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Learn how to read the data from Microsoft Dynamics GP in Power BI. In this webinar, we’ll be sharing great reporting ideas for Dynamics GP and demo our favorite dashboards. The dashboards that will be presented in this webinar are:

• Financials Dashboard
• Sales Dashboard
• Project Accounting Dashboard

Date: Wednesday September 26, 2018
Time: 2:30PM - 3:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

This Power BI 101 webinar will go more into detail than a simple introduction. This webinar will provide all the fundamentals needed in building a Power BI dashboard for your business. Join our webinar and learn the following:

• Connecting to Data Sources
• Creating Reports using Visualizations
• Some Examples of Popular Power BI Reports

Date: Wednesday September 26, 2018
Time: 1:00PM - 2:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Is Microsoft Dynamics GP Dead?

Is Dynamics GP dead? For 20 years Dynamics GP has helped business become digital. Rest assured Microsoft Dynamics GP has made its mark in the Dynamics ecosystem, and it’s here to stay. Join our webinar and find out where Microsoft Dynamics GP is headed.

This webinar will cover

-The future of Dynamics GP
-What it means for your business

Date: Wednesday August 29, 2018
Time: 11:00AM - 11:30AM EST

Key Differences and Comparison:
Dynamics GP & Dynamics 365 Business Central

Microsoft Dynamics GP has been around for over 20 years and Microsoft Dynamics 365 Business Central is Microsoft’s newest accounting system. Both systems are geared to manage core finances for small and medium-sized businesses, but they also have some key differences. This webinar will be comparing the differences between Business Central and Microsoft GP, topics will include:

-Multicurrency
-Financial Reporting
-G/L Account Structure
-Project Accounting
-Manufacturing

Date:  Wednesday August 22, 2018
Time: 11:00AM - 11:30AM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Office 365 is one of the most popular applications to make any business go paperless. Companies that use Microsoft O365 suite don’t have to worry about, documents or files getting misplaced. Here are three ways that any business can leverage Microsoft O365.

Flexibility and Scalability

Microsoft O365 is both flexible and scalable for any business. Microsoft O365 is available on a monthly or annual plan and can be scaled to cater to your business. It is very easy to add and remove users. Here at Websan, it can be done by filling in a form on our support page. Microsoft O365 has customized packages available so the right employees and departments access the best tools.

Moving to the Cloud

Microsoft O365 is in the cloud which means updates are done quickly by Microsoft with little to no interruptions. This will ensure that your business is using the latest versions of O365 and your business email and mailbox will never go offline. When O365 is deployed in the cloud, all the licenses will be active at once, making updating quick and secure by Microsoft.

Dynamics 365 Business Central Inventory Planning

Do you know what items you currently have on hand? Do you know which items are needed? Join our webinar to see how the inventory planning system works in Microsoft Dynamics 365 Business Central.

This session will include:

• Extensive inventory planning capabilities for procurement and manufacturing
• Reorder point planning and full MRP
• Planning combination of location and item (stock keeping units)
• Dashboard/Reporting in Power BI

Date: Thursday July 26, 2018
Time: 11:00AM - 11:30AM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Microsoft Flow, your simple solution for synchronizing data!

Looking for a simple way to synchronize data between the various business applications which you run your business on? Attend our webinar on Microsoft Flow to learn how you can create automated workflows bridging the gap between your business-critical apps and services. Microsoft Flow currently offers over 200 connectors, with new ones being added all the time.

This session will include:
• What is Microsoft Flow
• Available Connectors
• Use Cases
• Creating/Managing a Flow

Date: Wednesday August 1, 2018
Time: 11:00AM - 11:30AM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Dynamics Integration With O365 Productivity Tools Webinar

Join our webinar on “Dynamics Integration with O365 Productivity Tools“ happening on Wednesday June 27, 2018 at 11:00AM – 11:30AM EST. See how your business can become more productive using the O365 suite and integrating it within Microsoft Dynamics 365 Business Central. Seamless communication with out of the box solutions including,

O365
SharePoint
OneNote
Power BI
Microsoft Teams
OneDrive
Office Lens
Exchange

Get Ready, Get Set, Get Marketing with Dynamics 365 for Marketing!

Have you heard the buzz that Microsoft has launched a new marketing application, Dynamics 365 for Marketing?! The target market for this solution is small to medium-sized organizations who require an end to end marketing solution. Large organizations need not count themselves out, this solution has a little bit of everything. Join us for this session which will serve as an introduction to one of the newest Microsoft product offerings.

• Dynamics 365 Out-of-the-Box Marketing vs Dynamics 365 for Marketing
• What comes with Dynamics 365 for Marketing
• Navigating the Application
• Standout Elements of the Application

Date: Wednesday, May 30, 2018

Time: 11:00AM EST – 11:30AM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

Five Reasons Why You Need A Payroll System

It takes a lot of time to keep track of the total hours worked by employees, stay up-to-date with tax preparation and update employee profiles. It’s time to get a new Payroll system if the HR department can’t keep up with daily operations. Here are five reasons why you need a payroll software.

1. Save Time: Payroll can be very strenuous with the mass amount of operations needed to keep everything in order. Calculating hours, tax preparation and employee data maintenance can take multiple hours to complete when it's done manually. Investing in a good payroll system will allow information such as direct deposits pay, up to date tables, and even updating your general ledger to be automated.

2. Reduces Human Error: When businesses manually enter employee wages, there is always the possibility of human error. Use a payroll system to reduce human error is and save the company money.

3. Always Up-To-Date with Taxes: When tax season is approaching it can take hours to ensure that all information that has been entered manually is correct. Payroll systems will always have the tax tables up-to-date, so your business will always be compliant without the added stress.

4. It is secure. One of the most essential features that a payroll system needs is security. Payroll contains very sensitive data, which is kept confidential and can be stored away safely in the cloud. The only person who has access to this data is granted permission through role assignments.

5. Easy Integration: It is important to have your systems talk to each other. Your ERP system and payroll system go hand in hand. Payroll software can easily be integrated with well-known systems such as Microsoft Dynamics 365 Business Central.

Microsoft Dynamics Business Central is an all in one system that allows businesses to work digitally and became scalable. Insight Works has developed a Canadian Payroll add-on that integrates with Dynamics 365 Business Central. Join our Canadian Payroll with Microsoft Dynamics 365 Business Central Webinar to learn how their system makes the whole process of employee administration and finance much easier.

Date: Thursday, May 24, 2018

Time: 11:00AM EST – 11:30AM EST

In-Depth Cash Flow Analysis and Forecasting

Having enough cash flow to keep your business going is a primary focus for a business owner who wants a successful business. That's why we developed a series that will provide you with all the accounting tools you'll need to run a successful business. In this webinar, the following topics will be covered.

• In-Depth Cash Flow Analysis
• Cash-Flow Forecasting

Time: 12:00PM EST - 12:30PM EST
Date: Thursday May 24, 2018

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!