New Microsoft Dynamics CRM Interactive Demo

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The tremendous success of our Dynamics GP Interactive Demo has shown that users are looking for a way to evaluate systems on their own,  utilizing an expert’s guidance of course.

This is the reason why WebSan Solutions has decided to develop in addition to it a new Microsoft Dynamics CRM Interactive Demo and offer it to users for free. This is basically a Free Forever Trial that will allow users to input information on their own, get familiar with the system’s main functional areas, such as Sales and Service as well as experience the Dynamics CRM system from different roles.

The Dynamics CRM Interactive Demo will give you a 360 overview of the various system capabilities without the hassle of setting up complicated trials. All you have to do is download the demo and start experimenting with it!

After completing the demo, WebSan Solutions offers Microsoft Dynamics CRM licenses starting as low as $12/ user/ month and the ability to purchase them easily online.

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WebSan Solutions Named a 2014 Top 100 VAR Star

Bob Scott's Insights magazine has named WebSan Solutions a 2014 TOP 100 VAR Star for a second year in a row.

The Top 100 are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning and accounting software. The selection of mid-market accounting software resellers for Bob Scott's VAR Stars rest on one basic principal: quality, not revenue, as the deciding factor in picking the 100 businesses that are selected for this honour.

Bob Scott has been informing and the mid-market financial software community via his email newsletters for 15 years and has covered this market for 23 years through print and electronic publications, first as technology editor of Accounting Today and then as editor of Accounting Technology, from 1997 through 2009.

For more information, visit the Bob Scott's Insights website here.

Congratulations to WebSan's team for this honour and keep up the good work!

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Microsoft Dynamics GP 2015 Is Now Released!

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The official Microsoft Dynamics GP 2015 release is out and available to partners through PartnerSource. The new Microsoft Dynamics GP 2015 includes more than 120 new features. As already mentioned before, some of the major changes in GP 2015 include:

  • Service Based Architecture (SBA) - offers the ability to centralize and automate the management of your GP system, giving users secure cloud access quickly, upgrading new customers and adding new companies as needed.

  • Identity management - enables users to log into their Dynamics GP web client account via the organizational account. This update allows for a single secure log in for access to the GP workspace.

  • GP 2015 will also add an Employee Self-Service (ESS) app for time management since Microsoft Business Portal is going to be discontinued.

  • Azure procurement

  • Apps on multiple platforms.


The Dynamics GP releases will be coming out in six month intervals, so they can deliver new features as soon as possible to clients. The following two releases in 2015 are expected to be named GP 2015 R2 and GP 2015 R3.

If you are curious about seeing Microsoft Dynamics GP in action, try our Microsoft Dynamics GP Interactive Demo.

Download a FREE Microsoft Dynamics GP Demo now!

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Customize Your Home Page in Microsoft Dynamics GP 2013

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Microsoft Dynamics GP 2013 offers users different ways to customize their home page and area pages. You can add content areas to your Home Page, such as To Do, Quick Links, Microsoft Connect, Business Analyzer and Reports.

You can also modify the layout and change your home page role. Click the "Customize this page..." link at the top of the content pane on your Home Page to open the Customize Home Page window.

In the "Column Stack" section, select the desired arrangement. Selecting "Right" places the minimized windows at the right side of the screen, 'Top' would place them at the top, etc. This will make navigating the menus easier for you. If you are interested in viewing all the menu categories, the "Bottom" arrangement will make them look more organized.

Download our FREE Microsoft Dynamics GP Interactive Demo and see Dynamics GP in action! 

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WebSan awarded for service excellence by Ontario Chamber of Commerce

The Ontario Chamber of Commerce has recognized WebSan Solutions for its commitment to delivering exceptional customer service. The company has been awarded the 2014 Ontario Business Achievement Award for Service Excellence.

Located in Toronto, WebSan Solutions provides software and IT solutions to businesses looking to measure and improve their performance. With over a decade of experience in Enterprise Software solutions, online business and financial accounting software, implementation and design, WebSan has become a prominent technology leader in their industry.

Committed to helping their clients get the most out of their software, WebSan offers their clients lifetime support and extensive training on the software they offer through 'WebSan University' (online course instruction) and free video tutorials.

"As a customer, you're more likely to return or make a repeat purchase when you've experienced first class customer service," says Allan O'Dette, President and CEO of the Ontario Chamber of Commerce. "It's because of WebSan's high quality customer service standards that they have experienced significant growth over the past few years, and also why they are a winner in this award category."

Today, the company's source of pride is being able to provide affordable, simple to use, capable business management software programs to companies who do not want to worry about complex and confusing IT infrastructure and just focus on their business. They even offer flexible financing terms to start-up companies in Ontario, which has helped many organizations get started without the heavy cash-flow burden.

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WebSan Solutions wins the 2014 Ontario Business Achievement Award for Service Excellence

Yesterday Ontario celebrated the best of the best at the Metro Toronto Convention Centre, where WebSan Solutions was awarded the 2014 Ontario Business Achievement Award for Service Excellence.

 We have been honoured with the Service Excellence award, sponsored by the Chartered Professional Accountants of Ontario (CPA), for demonstrating that dedication to customer service can lead to demonstrable business success. WebSan offers clients lifetime support as well as extensive training on our software through WebSan University, our Learning Management System.

"We are honored to be recognized for our dedication to customer service. During every project we focus on helping clients outperform their industry peers and surpass their goals.
After all, we believe service excellence is a habit, not a skill and our commitment to it has helped us differentiate ourselves as technology leaders," commented Andrew King, Managing Director of WebSan Solutions Inc.

The Ontario Business Achievement Awards, hosted by the Ontario Chamber of Commerce, is the most recognized industry gala in the province, with the single focus on celebrating business success. For over 30 years, businesses have been awarded for their achievements in areas including sustainability, innovation, service excellence and exporting.

View a full list of the 2014 Ontario Business Achievement Award winners here.

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Year – End Closing in Microsoft Dynamics GP

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It's that time of the year again, when you have to close your books and start fresh in 2015. It is a stressful period and you can easily forget all the steps that you have to follow and the order you need to do them.

So, what better time to watch our Year – End Closing in Dynamics GP webinar? This webinar will teach you the year – end closing procedures for Accounts Payable, Accounts Receivable and Financials in Microsoft Dynamics GP.

Along with the webinar, you should keep these tips in mind:

• Always, make a backup of your data before and after every module closing and make sure you know how to restore it.

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Microsoft Dynamics GP Demo - Reporting Dashboards

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If you haven't downloaded our Microsoft Dynamics GP Interactive Demo yet, you now have the chance to get our updated version, which includes Reporting Dashboards.

WebSan Solutions has created this interactive demo to help you experiment with Microsoft Dynamics GP on your own time and at your own pace. With over 100 downloads, this Interactive Demo will not only show you how to use Dynamics GP but you will be also able to input data, create invoices, Purchase Orders, reports and find out what it would be like to use the system for your everyday tasks. This demo is a FREE downloadable file that you can keep forever, show it to your boss and come down to a final decision.

Our Microsoft Dynamics GP Interactive Demo includes the following modules:

• Dashboard Overview
• Financial Module
• Sales Module
• Purchasing Module
• Reporting Dashboards

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Microsoft Dynamics CRM 2015 New Features

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Microsoft Dynamics CRM 2015 new release, otherwise known as "Vega", is set to be launched before the end of this calendar year. Microsoft Dynamics CRM products help companies unite their marketing, sales and service teams with the insights they need to deliver amazing customer experiences every time.

Here are some of the new features that are going to be included in Dynamics CRM 2015:

Sales

Guided Sales Processes - The Microsoft Dynamics CRM 2013 business process flows are improved in the new version and include a branching capability to allow organizations to implement complex business processes.

Marketing

Campaign Management Console – The Campaign Management Console will include A/B testing, multi–condition triggers and cross campaign offers with results displayed in real-time analytics.

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Microsoft Dynamics GP 2015 Is Around The Corner

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Microsoft has already announced that the new Dynamics GP releases will be coming out every six months, starting from the Dynamics GP 2013 R2 release, so they can deliver new features as soon as possible to clients.

The new Microsoft Dynamics GP 2015 release will debut later this calendar year on December 1st 2014. This new release will focus on four main aspects and lots of small enhancements around them.

Here are the four main points:

  1. Service Based Architecture

  2. Identity Management

  3. Azure Procurement

  4. Apps on multiple platforms

These new features will become the foundation for the further development of Dynamics GP over the next five years. Some of the system’s new capabilities will be copying the Home Page and Area Page from one user to another and new options for the Discount Date Calculation similar to the transaction due date’s when setting up payment terms.

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Announcing Microsoft Dynamics GP Special Pricing

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Are you looking for more support hours, comprehensive training or just a better price with your Microsoft Dynamics GP implementation? WebSan Solutions has created three special offers that users can claim for free when they sign up for Microsoft Dynamics GP.

  1. Dynamics GP Pick-an-Option Special Offer

    You can select the option that best fits your needs: whether it’ll be 15% OFF your Dynamics GP project, UNLIMITED Dynamics GP training users, or 5 hours of FREE support, you will certainly find the right offer for your organization.
  2. Dynamics GP Good2Go Special Offer

    We created this All-in-one package that will help you get started with our Hosted Dynamics GP solution. This bundle includes 3 months FREE access to our Time and Expense Management System, 5 Dynamics GP training users and 3 hours of Dynamics GP support.
  3. Dynamics GP On the House Special Offer

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WebSan Solutions is an Ontario Business Achievement Award for Service Excellence 2014 Finalist

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We are excited for this year's Ontario Business Achiement Awards, presented on November 26th and organized by the Ontario Chamber of Commerce. WebSan Solutions is commited to helping our clients get the most out of their system and thus, we made it to the top 2 finalists for Service Excellence.

"At WebSan Solutions, we believe service excellence is a habit, not a skill," says Andrew King, Managing Director. "We simply listen to our customer's needs and constantly strive to improve what we have to offer."

You can read the full article here: http://www.occ.ca/occ-events/ontario-business-achievement-awards/websan-solutions-service-excellence-is-a-habit-not-just-a-skill/

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., an Ontario Business Achievement Award for Service Excellence 2014 Finalist

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Time To Think About A Professional Services Automation Solution

Learn more about our PSA SolutionGet an online quoteFree Dynamics GP Demo

If you find your company is struggling with charging clients or justifying costs internally, it’s high time you considered a Professional Services Automation (PSA) solution.

A Professional Services Automation (PSA) allows you to:

  • accurately record time and expenses
  • effectively schedule the right resources
  • ensure timely billing
  • measure the financial performance of both your projects and employees

Before diving deep into searching for the best PSA solution out in the market, you need to take into account the following:

Business needs – You have to decide which processes are the most critical for your organization and have to be automated. There are a lot of solutions that promise they do wonders for your business, but they might be missing the specific options you need.

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Microsoft Dynamics GP User Training

Learn more about Dynamics GPView our Course CatalogDownload a Free Demo

WebSan Solutions takes Microsoft Dynamics GP training to the next level, by offering online training to GP users. We have developed a rich catalog of Dynamics GP online courses, ranging from General Ledger to Project Accounting and Management Reporter, which will benefit both beginner and advanced users.

WebSan University, our Learning Management System provides you with interactive material, such as videos, tests, documents as well as videoconferencing that will accelerate the process of learning Microsoft Dynamics GP.

We want to make Dynamics GP training widely available, so we decided to offer efficient, subscription-based access to our LMS. Now, you can get our entire course catalog, with over 25 Microsoft Dynamics GP courses for a one-time payment of $249/ user. You will then be able to login to WebSan University for six months and complete the training at your convenience, since you can access the system 24/7 on your desktop, tablet or mobile.

Take advantage of this special discounted price:

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The Final Part of our Dynamics GP Project Accounting Webinar Series

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Our Project Accounting Webinar Series for Microsoft Dynamics GP is coming to an end this October, with our seventh and last part of the series, Revenue Recognition. We've had an amazing journey so far and we've been excited to receive comments from users all over world, saying how helpful this series has been to their everyday work.


From Project Accounting Setup and Key Concepts to Budgeting, Billing, Reporting, this webinars will teach you everything you need to know about Project Accounting in Microsoft Dynamics GP. This last part will focus around revenue recognition transactions, cost suspension and project closure.

In the meantime, you can catch up with the previous six parts of our series here:

  1. Project Accounting Setup and Key Concepts
  2. Project Accounting Budgeting and Costs
  3. Project Accounting Transactions
  4. Project Accounting Inquiries and Reporting
  5. Project Accounting Billing
  6. Project Accounting Posting Setup and Control

Register for Project Accounting Part 7 – Revenue Recognition on October 16, 11 am EST

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., an Ontario Business Achievement Award 2014 Finalist

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5 Reasons to Switch to Hosted Microsoft Dynamics GP

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You are using Microsoft Dynamics GP and you’ve already discovered how the system’s capabilities benefit your organization’s performance and growth. Have you ever considered switching from your on-premise accounting system to a hosted solution?

Here are 5 reasons that can convince you to get Hosted Microsoft Dynamics GP:

  1. Cost-effective – With hosted Dynamics GP you no longer have to worry about purchasing expensive software. Instead, you get a simple subscription based pricing that can help you forecast and manage your costs effectively.

  2. Scalable – You can easily upgrade, downsize, add and remove users, allowing you to react quickly to changing needs.

  3. Simplified – Your applications will always be up to date and secure in our state – of – the - art SAS 70 certified data center, in Toronto.

  4. Flexible – You can access Dynamics GP with your unique login credentials practically anywhere, anytime and on any device.

  5. Secure – You don’t have to rely on hardware, since if one device is broken you can easily choose a different one, login and continue your work from where you’re left before.

See what Hosted Microsoft Dynamics GP can do for your business  

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., an Ontario Business Achievement Award 2014 Finalist

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Business Portal will be discontinued in Microsoft Dynamics GP 2015

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Microsoft has announced that Business Portal and Microsoft SharePoint Server 2010 runtime will be discontinued from Microsoft Dynamics GP 2015.

However, the core Business Portal functionality will be included in the GP 2015 web or desktop client. According to Microsoft's Kelly Obach, Manager of the Executive Business Center:

"The plan is to basically phase out Business Portal as we release apps or modules inside Dynamics GP that replace the same functionality".

So, for those clients that would like to purchase or upgrade to Dynamics GP 2015, Business Portal will no longer be available.

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Microsoft Dynamics GP Training Online – Corporate Package Deal

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WebSan Solutions offers Microsoft Dynamics GP training courses through our online learning environment, WebSan University. We created a catalog of online courses for end users, in order to learn Dynamics GP at your own pace using a desktop, tablet or mobile device. The online courses include a variety of learning material, including videos, tests, user manuals and other interactive elements.

We are now offering a discounted corporate package deal, including:

  • 5 users
  • Access to more than 25 Microsoft Dynamics GP courses
  • 1 hour of FREE consultation
  • Ability to redeem training for users at any given time, e.g. you can train 3 users today and decide to use the 2 remaining credits once you hire new employees.

Companies can benefit from this special offer, by providing their Dynamics GP users with access to all the resources that they would need for their training, whether it is General Ledger, Purchase Orders or Management Reporter. Plus, our catalog includes an extensive Project Accounting Series, which consists of seven parts that will meet the needs of all users, both beginners and advanced. At the end of the day, we can teach your employees to do their work in the right way, without costing you a fortune! You don’t need certifications, but users that perform their daily tasks efficiently.

Take advantage of our Microsoft Dynamics GP Training - Corporate Package Deal today:

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Try our Microsoft Dynamics GP Free Interactive Demo

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A Microsoft Dynamics GP Interactive Demo is finally here for everyone that has been struggling until now to come down to a decision about the best online accounting solution in the market.

The best part of this new Dynamics GP Demo is that it's FREE forever!

WebSan Solutions has created this interactive demo to guide you during your research and get you familiar with the Dynamics GP environment and its core accounting modules. You will have the chance to try things yourself and get an idea of what it would be like to use Microsoft Dynamics GP for your daily tasks.

This Interactive Demo will not only show you how to use Dynamics GP but it will also allow you to perform tasks on your own with our guidance. Our teams of experts have determined that this is the best way to initially review the system and decide if it meets your basic criteria. Then you can always Request a Live Demo and consult with one of our representatives if you need in –depth details about each Dynamics GP module.

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Customer Relationship Management in the New Digital World

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In today’s digital world, it is vital for you to manage your relationships with your customers systematically by taking advantage of new technology efficiently and profitably. The traditional linear customer relationship management is being replaced by a multidimensional digital journey.

Salespeople’s and marketer’s focus has been shifted from selling products and services through a website to a targeted customer experience. While it is true that you can get hints of a visitor’s intent on your website, nothing can give you a clearer picture of their needs than a Customer Relationship Management (CRM) System, like Microsoft Dynamics CRM 2013..

A CRM system can offer your business a powerful competitive advantage by capturing all the different states of a customer’s lifecycle, from visiting your website and downloading an e-book to signing up for a demo and buying a monthly subscription. In turn, you will be able to take action based on rich insight and not just assumptions about your costumers, i.e. find out how to retain existing customers, get new ones and increase your sales.

Here are some of the main benefits that a CRM system can offer to your customer experience journey: Identifying and anticipating your customers’ needs Forecasting and planning your sales Closing and following up sales Measuring your sales force performance and setting targets Managing customer service

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