When sales and finance operate in silos, valuable insights get lost, processes slow down, and customer experiences suffer. That's why more small and medium-sized businesses are turning to the combined power of Microsoft Dynamics 365 for Sales and Dynamics 365 Business Central to break down barriers, streamline operations, and create a single ...
Mastering Manufacturing with Business Central: Understanding Capacity Planning
Introduction Capacity planning is a critical component for manufacturers looking to optimize production efficiency and resource utilization. In Microsoft Dynamics 365 Business Central, capacity planning enables manufacturers to manage the workload on the production floor by aligning resources, work centers, and machine centers to meet manufac...
Mastering Manufacturing with Business Central: Scaling MRP with Order Tracking and Action Messages
Implementing MRP in Microsoft Dynamics 365 Business Central is a game-changer for manufacturers looking to automate, streamline, and scale their production planning. But once you move beyond basic configuration, how do you handle hundreds—or even thousands—of items with confidence? This blog explores how Business Central empowers planners to work a...
Mastering Manufacturing with Business Central: Make to Stock Planning in Action
In our last blog, we explored how Microsoft Dynamics 365 Business Central's MRP engine responds in a Make to Order environment. Now we'll flip the script and look at what happens when a business operates under a Make to Stock (MTS) model. This planning approach is ideal for businesses that produce goods ahead of customer demand, either based on for...
Mastering Manufacturing with Business Central: How MRP Works in a Make to Order Environment
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, ...
Is Microsoft Copilot Worth It? Here’s What We’ve Learned
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...
CRM Success Starts Here: Discover Our Seamless Dynamics 365 for Sales Implementation Plans
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 ...
Mastering Manufacturing with Business Central: Configuring Reordering Policies
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...
Go Beyond Copilot: Why AI Agents Are the Future of Workplace Automation
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...
Smarter Selling Starts Here: What’s New in Dynamics 365 Sales 2025 Release Wave 1
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....
Mastering Manufacturing with Business Central: Make to Order vs. Make to Stock
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...
Top Features in Business Central 2025 Release Wave 1: Features You Can’t Miss
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...
Mastering Manufacturing with Business Central - Demand Forecasting in Business Central: How Data-Driven Planning Improves Inventory Management
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 ...
Why Your Business Might Need Copilot for Sales: A Game-Changer for Modern Sales Teams
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...
Understanding the Lead Record in Dynamics 365 Sales: A Breakdown for Sales Teams
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 ...
Mastering Manufacturing in Business Central - From Excel to Business Central: Transforming Your Inventory Planning Process
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...
AI Agents: What They Are and Why Your Business Should Care
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 ...
How Salespeople Use Dynamics 365 Sales Every Day
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...
Mastering Manufacturing in Business Central - Optimizing Inventory Planning in Business Central: Choosing the Right Reordering Policies
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...
Mastering Manufacturing with Business Central - MRP vs. MPS: How Business Central Optimizes Inventory Planning
Manufacturers rely on efficient production and inventory planning to meet customer demand while minimizing costs. However, many businesses struggle with overstocking, material shortages, or misaligned production schedules, often due to poor planning processes. In Microsoft Dynamics 365 Business Central, two powerful tools—Material Requirements Plan...