This article was originally published from https://winthropdc.wordpress.com/2016/03/09/sba-is-not-as-asynchronous-as-you-might-think/

Service Based Architecture (SBA) was released with Microsoft Dynamics GP 2015, it covers technologies to make Dynamics GP more accessible to external applications by allowing Dexterity global procedures to be exposed as Web Services. It also allows Dexterity code to directly access and use .Net objects via the .Net Interop.

SBA opens up an entire new world of development opportunities.

As you might have noticed, in the last few days I have posted articles relating to Web Services using Service Based Architecture and the Batch Posting Service Toolkit (BPST).

There is a reason…. I have been working with Neal Santin from WebSan Solutions to implement BPST on their systems. Neal has been a great help to work through some of the issues we found and his assistance is appreciated. He told me of a new issue that he has come across which is the subject of this article.

See a Complete List of GP FeaturesTop 5 Reasons to get Dynamics GPRead our Hosted Dynamics GP FAQ

The Microsoft Dynamics GP 2016 release date is set for early spring. Here is some information that has already been released on the new features:

Microsoft Dynamics GP 2016 HTML5 Interface

This eliminates the need for the Silverlight interface for the GP 2016 Dynamics Web Client.  The HTML5 web client is expected to improve performance and navigation in the Cloud. 

The new interface is expected to cover the entire product in its initial rollout.

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Our Manufacturing Series for Microsoft Dynamics GP came to an end in February. We've had an amazing journey and we've been excited to receive comments from users all over the world, saying how helpful this series has been to their everyday work.

This series will teach you everything you need to know about Manufacturing in Dynamics GP. We are offering the whole series for only $180 in WebSan University. You also have the option to purchase the courses individually.The series includes course outlines, videos, and tests to help you navigate through the manufacturing module in GP.

Here are the manufacturing courses that we have available in WebSan University:

• Manufacturing Series Part 1: Manufacturing Basic Concepts
• Manufacturing Series Part 2: Manufacturing Items and Bill of Materials
• Manufacturing Series Part 3: Mfg Machines, Labor Codes, and Work Centers
• Manufacturing Series Part 4: Routings and Manufacturing Order Processing
• Manufacturing Series Part 5: Sales Orders and Manufacturing Integration
• Manufacturing Series Part 6: Outsourcing and Work in Process (WIP)
• Manufacturing Series Part 7: Master Production Scheduling
• Manufacturing Series Part 8: Manufacturing Setup
• Manufacturing Series Part 9: Standard Costing
• Manufacturing Series Part 10: Manufacturing Reports   

Click here to view our manufacturing series

WebSan Solutions Inc. has been selected as a member of the Bob Scott’s VAR Stars for 2015, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software.

Members of the VAR Stars were selected based on factors such as growth, industry leadership and recognition, and innovation. Selection is not based on revenue and the chosen firms represent a wide range of size and many different software publishers of accounting software.

“Each year, 100 VAR Stars are picked from the best organizations that market financial software. It is always an honor to recognize those who contribute to the development of our business,” Bob Scott said.

“We are delighted to once again be included in Bob Scott’s roster of VAR Stars and be recognized for our continuous growth and commitment towards providing the highest standards of customer service and delivering top quality solutions for our clients,” said Andrew King, Managing Director of WebSan Solutions Inc.

About WebSan Solutions Inc.

When selecting a new Enterprise Resource Planning (ERP) software, one of the first considerations to make is whether to go hosted (on the cloud) or on-premise. Although both types have their advantages and disadvantages, it’s worth taking a closer look and offering points of consideration to make the software selection process less daunting. Software Advice, an advisory firm that helps buyers select ERP software, conducted research to create a comprehensive guide to help buyers determine the best type of software needed for their organization, with findings compiled in this article.

The biggest difference between the two types of systems is cloud-based software is hosted on the vendor’s servers and accessed through a Web browser, while on-premise software is installed locally, on a company’s own computers and servers. Although over time, both systems’ cost tend to converge, cloud-based software is priced under a monthly or annual subscription basis, while on-premise software is usually priced under a one-time perpetual license fee.

Some advantages of cloud-based ERP software include its shorter implementation time, great stability with frequent updates from the vendor and no additional hardware investments. On the other hand, some disadvantages of this type of system are its less customizable functionalities and an organization’s possible less peace of mind that comes with data security being in the vendor’s hands.

On the other end of the spectrum, on-premise ERP systems are known to be more customizable and offer greater control over data. However, the implementation process can take longer and organizations have to pay associated hardware and IT costs. Organizations will find that cloud-based ERP systems are more mobile-friendly compared to their on-premise counterpart. 

It would be in an organization’s best interest to first assess its needs, budget and top concerns before deciding on the right type of ERP system that will be the right fit.

– PROFIT magazine unveils 27^th annual list of Canada’s Fastest-Growing Companies –

 Canadian Business and PROFIT ranked WebSan Solutions Inc. No. 250 on the 27^th annual PROFIT 500, the definitive ranking of Canada’s Fastest-Growing Companies. Published in the October issue of Canadian Business and at PROFITguide.com, the PROFIT 500 ranks Canadian businesses by their five-year revenue growth.

WebSan Solutions Inc. made the 2015 PROFIT 500 list with a five-year revenue growth of 238%.

“The PROFIT 500 represent the highest tier of entrepreneurialism in Canada,” says James Cowan, Editor-in-chief of PROFIT and Canadian Business. “They should be lauded for the positive economic contributions they’ve made to their communities—and the entire country.  They are examples of what can be accomplished with innovation, discipline and determination."

 “We are honoured to be on the PROFIT 500 ranking,” says Andrew King, Managing Director of WebSan Solutions Inc. “Our dedication to customer service has enabled us to reach yet another milestone. We will leverage this momentum to deliver business solutions that exceed our clients’ expectations and ensure their satisfaction in the following years to come. This accomplishment validates the hard work and tireless efforts of our employees to achieve great results.”

– PROFIT magazine unveils 27^th annual list of Canada’s Fastest-Growing Companies –

 Toronto, ON (September 17, 2015) Canadian Business and PROFIT today ranked WebSan Solutions Inc. No. 250 on the 27^th annual PROFIT 500, the definitive ranking of Canada’s Fastest-Growing Companies. Published in the October issue of Canadian Business and at PROFITguide.com, the PROFIT 500 ranks Canadian businesses by their five-year revenue growth.

WebSan Solutions Inc. made the 2015 PROFIT 500 list with a five-year revenue growth of 238%.

“The PROFIT 500 represent the highest tier of entrepreneurialism in Canada,” says James Cowan, Editor-in-chief of PROFIT and Canadian Business. “They should be lauded for the positive economic contributions they’ve made to their communities—and the entire country.  They are examples of what can be accomplished with innovation, discipline and determination."

 “We are honoured to be on the PROFIT 500 ranking,” says Andrew King, Managing Director of WebSan Solutions Inc. “Our dedication to customer service has enabled us to reach yet another milestone. We will leverage this momentum to deliver business solutions that exceed our clients’ expectations and ensure their satisfaction in the following years to come. This accomplishment validates the hard work and tireless efforts of our employees to achieve great results.”

Implementing Enterprise Resource Planning (ERP) software and projects are no easy tasks. With many moving parts and personnel involved in the mix, the process becomes all the more daunting. To help avoid common pitfalls and offer some considerations, Software Advice, a trusted resource and advisory firm for ERP software buyers, recently conducted an analysis of 22 failed implementation projects and looked into the most common reasons for failure in this e-book.

The e-book notes that ERP implementation failure can often be attributed when one or more of the following key goals are not met:

• On-time implementation
• On- or under-budget implementation costs
• Minimal disruption to business operations
• Improved organizational efficiency
• Reduced operating costs
• Increased sales or revenue

One main takeaway from these is that “ERP implementation rarely fails because of the software itself,” as only 18 percent of the failures included in the study were due to buggy software.

To avoid implementation failure, it’s best if the organization take the time to do due diligence and fully research the ERP system, have personnel, particularly consultants completely understand the client’s needs and have a trusted vendor give you a realistic view of the system’s capabilities.

Implementing an ERP solution takes time, so it’s worthwhile to test drive the software and plan ahead for your IT team to prepare for the implementation and additional customizations and decisions that may need to be made at a later date.

Part 2 is a continuation of the series of blog posts that will profile different customer’s unique approach to using Dynamics CRM and provide real-life examples of how the software is used to help improve business processes.

An engineering, construction, service and maintenance company that provides services for infrastructure companies approached WebSan to implement Dynamics CRM and maximize the Dashboards feature of the software.

Using the Workload Reporting of Dashboards allowed the company to do the following:

• Break down by user the current status of Open Projects
• Access the number of projects that have been created in a specific timeframe by Users and the status of those projects
• Create a list view that depicts total number of created, cancelled and completed projects by user
• Create a pie chart to show the number of open projects and order them by status

To add, an active activities Dashboard breaks down the many activities (tasks, emails, appointments, etc.) that are being tackled “this month” by all users.

Dashboards in Dynamics CRM act as a tool to provide a fast and easy way to view and communicate business data. It also acts as your homepage upon logging into your environment. Serving as a one stop shop to quickly get a peek at your data, Dashboards allow you to spot trends and monitor valuable metrics, while dynamically updating based on new data that is being derived.  

Microsoft has announced general availability of its first update for Microsoft Dynamics CRM 2015. The update promises to offer intelligent customer engagement that delivers enhancements. These changes will enable employees to efficiently collaborate across sales, service, and marketing departments, to allow them to better engage with customers. Below, we outline the features which make this update noteworthy:

1. A makeover for Dynamics CRM’s User Interface enables the user to do more with less including ease of navigation through less scrolling and fewer clicks. The new User Interface and navigation bar gives the ability to find information easier and faster.

2. If you're working in a complex form with lots of fields, the new form navigation drop-down list makes it easy to get to just the data you need. Choose the drop-down list next to the form title, and then select the section of the form you want to go to.

3. The new navigation User Interface contains the Recently Viewed Items icon, allowing you to quickly get back to the record you were working with.

4.You can add a logo or change the color scheme to stay in sync with your organization’s theme

When investing in an Enterprise Resource Planning (ERP) software, cost is always one of the first considerations that comes to mind. According to a study conducted by Software Advice, which helps buyers connect with software vendors, a number of factors come into play which influence the final price of an ERP system.

Number of Users and Customization Requirements

The study points out that larger businesses would typically have more users who need access to the system, requiring more applications and functionality, calling for a higher-priced system.

Customizations can increase the price as some businesses have more specialized processes, and in turn, need specific customizations that will support these.

Deployment Model

Contemplating the security of your company’s data or server backups may make you want to just keep your head in the clouds. When deciding between going hosted or on-premise for your ERP system, there is much to be considered. However, going hosted offers some crucial benefits that cannot be overlooked. Here are the top three reasons why switching to a hosted ERP system is worth the effort:

1. Security

Going hosted means that you no longer need to worry about the state and security of your data. Your hosting provider’s data center can ensure that data is consistently backed up. You can go about your day knowing that you’ll always have access to your data when you need it.

2. Technical Know-How

Securing your data in the cloud and having a hosting vendor means that you can leave all the technical terms to those who know them best. You no longer have to think of “customizations,” “compliance” or “rebooting” and instead, you can focus on the data at hand and performing your day-to-day tasks.

Join us in part one of a free webinar series on customizing Dynamics CRM 2015! The webinar is tailored for those new to Dynamics CRM who are responsible for the customization and upkeep of their organization’s CRM environment.

The webinar will offer a behind the scenes look at the Customizations area and discuss the different components that make up an entity and how one can interact with each of them. The session will wrap up with a sneak peek of customizations in action.

This webinar will serve as a preview of part two, where attendees can submit questions specific to customizations that will be addressed by the webinar speaker.

Previously, our Dynamics CRM webinars have received extremely positive feedback and proved to have given valuable insights to help during CRM implementations.

Part one of the customization for Dynamics CRM 2015 webinar will be held on Thursday, July 30, 2015, from 11:00-11:30 AM EST.

WebSan Solutions Inc., a silver certified Microsoft Dynamics Partner and the Largest Hosting Provider for Microsoft Dynamics in Canada has been named to the 2015 Microsoft Dynamics President’s Club. This achievement is a direct result of WebSan Solutions Inc.’s outstanding dedication to customer satisfaction through the delivery of innovative business solutions.

The Microsoft Dynamics President’s Club honors high-performing Microsoft Dynamics partners with commitments to customers that are reflected in their business success and growth. This prestigious group represents the top 5 percent of Microsoft Dynamics partners worldwide. Membership is granted based on their continual, committed efforts aimed at offering solutions that meet the needs of their customers.

This acknowledgment came during the Microsoft Worldwide Partner Conference (WPC) 2015, the company’s annual premier partner event, which took place this year in Orlando, Florida. WPC provides Microsoft Corp.’s partner community with the largest opportunity to learn about the company’s road map for the upcoming year, establish connections, share best practices, experience the latest product innovations and learn new skills.

“Each year we recognize and honor Microsoft Dynamics partners from around the world for exemplary performance,” said Neil Holloway, Corporate Vice President, Microsoft Business Solutions Sales & Partners.  “The award-winning partners contribute to the ecosystem and customer businesses alike through their exceptional commitment and expertise.  Microsoft is honored to recognize WebSan Solutions Inc. for their achievements this past year and for their dedication and support of Microsoft Dynamics applications.”

WebSan Solutions Inc. is dedicated to providing customers with the best service and support to accommodate their business needs and further their success, while excelling in customer satisfaction.

Microsoft recognizes WebSan Solutions for commitment to customers.

WebSan Solutions Inc., a silver certified Microsoft Dynamics Partner and the Largest Hosting Provider for Microsoft Dynamics in Canada has been named to the 2015 Microsoft Dynamics President’s Club. This achievement is a direct result of WebSan Solutions Inc.’s outstanding dedication to customer satisfaction through the delivery of innovative business solutions.

The Microsoft Dynamics President’s Club honors high-performing Microsoft Dynamics partners with commitments to customers that are reflected in their business success and growth. This prestigious group represents the top 5 percent of Microsoft Dynamics partners worldwide. Membership is granted based on their continual, committed efforts aimed at offering solutions that meet the needs of their customers.

This acknowledgment came during the Microsoft Worldwide Partner Conference (WPC) 2015, the company’s annual premier partner event, which took place this year in Orlando, Florida. WPC provides Microsoft Corp.’s partner community with the largest opportunity to learn about the company’s road map for the upcoming year, establish connections, share best practices, experience the latest product innovations and learn new skills.

“Each year we recognize and honor Microsoft Dynamics partners from around the world for exemplary performance,” said Neil Holloway, Corporate Vice President, Microsoft Business Solutions Sales & Partners.  “The award-winning partners contribute to the ecosystem and customer businesses alike through their exceptional commitment and expertise.  Microsoft is honored to recognize WebSan Solutions Inc. for their achievements this past year and for their dedication and support of Microsoft Dynamics applications.”

With over 4.4 million users working at 40,000 companies, Microsoft Dynamics CRM has long been used in a variety of sales, marketing and operational functions. For some, Dynamics CRM serves as an out-of-the-box tool to simplify operations, while others use the software to track client feedback, manage schedules and projects, and collect purchase information.

This series of blog posts will profile different customers’ unique approach to using Dynamics CRM and provide real-life examples of how the software is used to help improve business processes.

The first is a company that specializes in managing a loyalty card program and partnering with different retailers to offer students discounts and deals utilizes Dynamics CRM’s Inventory Management. This feature allows the company to use the newly released Rollup fields to create a running total for each product offering that has been sold.

Using the Business Management feature gives the company the ability to populate, change, show or hide a field based on the value of another field. Business Rules enabled the company to dynamically update Quantity on Hand for a product when a replenishment value is entered, while creating a workflow prompts members of the sales team of a reduced Quantity on Hand when a product is sold.

Dynamics CRM continues to benefit the company by giving the sales team a full view of their inventory and manage products on hand.

With vacation season nearing, the last thing you want to worry about is the state of your company’s ERP system. Switch your focus to enjoying your downtime instead of thinking about a time consuming month end or gaining a competitive edge. A robust, simple, stand-alone ERP solution like Microsoft Dynamics GP allows you to kick back and relax on your vacation time.

Whether you need to manage your staff’s vacation pay by making changes to Payroll, schedule an advanced Distribution, or want access to Electronic Banking, Dynamics GP is a multi-functional system that’s cost effective, and easily caters to your growing business needs. On top of all that, the Human Resources module in Dynamics GP presents the Vacation Calendar option, which gives the user a calendar view that lists employees that have taken time off for each day.

WebSan Solutions’ hosted Dynamics GP offering gives you access and ownership of your data, and eliminates upkeep with software maintenance, upgrades, and back-ups. Compared to an on-premise offering, hosted Dynamics GP also gives you the option of faster deployment. Moreover, it’s one of the most notable accounting and ERP software solutions on the market today!

To learn more about Dynamics GP and to gain access to additional ERP resources, visit our hosted Dynamics GP page! 

Click here to learn more about Hosted Dynamics GP

WebSan Solutions’ Microsoft Dynamics GP and CRM interactive demos help evaluate the two software’s capabilities within minutes and gives an overview of each system’s look, features and functionality. The demos serve to give a preview of the software before deciding to purchase and insight into the additional functionality for those who have experience using the systems. With over 200 downloads, our demos have given businesses an inside look into what Dynamics GP and CRM can offer.

An updated version of our Dynamics GP and CRM demos are now available. The demos’ interactive functionality allow the user to click through and type in data, making for an engaging experience.

The Dynamics GP demo now features common business issues faced such as poor project management and limited project visibility and addresses how Dynamics GP’s modules and functionality can solve these issues.

The Dynamics CRM demo presents new features available in the newly released CRM 2015 version. The demo gives a sneak peek into Dynamics CRM’s top features including Global Search and Nested Quick Create Forms.

Get started and download our free interactive Dynamics GP and CRM demos to see the systems’ capabilities today! 

On Thursday, June 25^th, WebSan will present a free webinar to teach attendees how to jumpstart their Marketing efforts using Microsoft Dynamics CRM. The webinar will feature tactics to create and manage Marketing lists, differentiate Quick Campaigns from Campaigns, manage Campaigns from start to finish and use Dashboards to track performance.

The 30-minute webinar will discuss the key components of the Marketing area in CRM, give tips on how to use Marketing lists to create Quick Campaigns, how to manage responses and measure the performance of Marketing efforts.   

Register and don’t miss out on your chance to take part in this new CRM Marketing webinar!

Register for “Get the 4-1-1 on Dynamics Marketing Webinar” on June 25, 11 AM EST

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Microsoft Dynamics GP 2015 R2 was released in the beginning of June. Set to target small to mid-sized businesses, the release brought in new functionality that was unavailable in previous releases. Here are some notable features that the release offers:

1. Ability to Display Debits Before Credits

Under the account transaction reporting options, the debit column is now displayed before the credit column by default.  This new feature applies to SmartLists, Excel reports, database tables and views where the reports are based on.

2. Email Capability on All Sales Order Document Formats

For any document format, users now have the email option for all Sales Order documents when printing from the Transaction Entry Window, Print Sales Documents window, and Navigation Lists.