Dynamics 365 Business Central is a trusted cloud ERP platform paired with CRM business applications, advanced analytics, Office 365, and Microsoft's cloud ecosystem that has hundreds of add-on extensions via AppSource. Dynamics 365 Business Central provides flexibility to streamline processes, cloud security with the ability to access data anywhere...
In today's blog, we will share how you can submit a review on AppSource for an application you are using. To write an app review, you must first have the app installed in your Business Central system. You can enter the review through your Business Central environment or AppSource by going to the link below and searching for the app: https://appsour...
It is important to find a reputable Microsoft Certified Business Central partner. The partner that your looking for should have a deep knowledge of Microsoft products and how they interact. For a detailed comparison between the typical Microsoft Dynamics partner and WebSan Solutions. view the chart below:
The pandemic has created problems for supply chains around the world. From a lack of raw materials to labour shortages, the ongoing issues caused Microsoft to utilize its resources to modernize both supply chain and manufacturing industries. Business Central provides companies with advanced technology, continuous improvement, and the resilience needed to help combat a break in the supply chain through functionality and strategy. By implementing Business Central, companies can connect their businesses seamlessly, predict disruptions and quickly respond to supply challenges.
Our team at WebSan Solutions Inc. has created a diverse selection of apps specifically designed to enhance supply chain management capabilities within Dynamics 365 Business Central. These applications range from advanced warehouse management capabilities to EDI connectors which are designed to help your business become more productive and efficient. Highlighted below are a few of these Dynamics 365 Apps that specialize in enhancing your supply chain.
Designed to help your business become more productive, utilize the Barcode Scanner app for WMS to manage inventory of any size. The system is best optimized for Industrial RF hardware. Improve your inventory management, picking accuracy and warehouse efficiency
Dynamics Innovation Virtual Conference
November 9th, 2021 - 12:30 PM – 4:30 PM EST
Dynamics Innovation Virtual Conference will feature six interactive live sessions discussing topics around Dynamics 365Business Central. Our keynote speech, Andrew King, and our guest speaker will focus on the future of Business Central. Followed by sessions on the following topics; October 2021 release, beneficial Business Central apps, client experience with D365, GP to BC migration, and the many integrations offered by the Microsoft ecosystem. This virtual conference will also give you an opportunity for Q&A and networking from industry leaders. Attendees will also be entered into a raffle for a chance to win gift cards and Microsoft Surface 2 headphones. We look forward to networking with you at the conference. Register with the link provided below.
[Toronto, Ontario], [Canada] — July 8, 2021 — WebSan Solutions Inc. today announced it has won the Dynamics 365 Business Central 2021 Microsoft Partner of the Year Award. The company was honoured among a global field of top Microsoft partners for demonstrating excellence in innovation and implementation of customer solutions based on Microsoft technology.
“We are extremely honoured to be receiving such a renowned award, and we are earnestly grateful for the recognition. This has been our most successful year as a company, and it’s because of the hard work and dedication of our entire team.” stated Andrew King, Managing Director at WebSan Solutions Inc.
The Microsoft Partner of the Year Awards recognize Microsoft partners that have developed and delivered outstanding Microsoft-based solutions during the past year. Awards were classified in various of categories, with honorees chosen from a set of more than 4,400 submitted nominations from more than 100 countries worldwide. WebSan Solutions Inc. was recognized for providing outstanding solutions and services for Microsoft Dynamics 365 Business Central.
The Dynamics 365 Business Central Partner of the Year Award recognizes a partner that excels at providing innovative and unique customer solutions centred on Microsoft Dynamics 365 Business Central. The successful entrant for this award will have demonstrated consistent, high-quality; predictable service to Microsoft customers, helping to ensure significant business benefits from their Microsoft Dynamics 365 Business Central investments. The successful nominee will also demonstrate business leadership and consistent customer success, with strong growth in new customer additions and cloud revenue while maintaining and growing their existing customer base. Finally, the Award will recognize partners who have made significant progress in this cloud business. Winning solutions may also highlight opportunities where you’ve upgraded customers from on premise or migrated them from competitive solutions. Microsoft Dynamics 365 Business Central solutions/services qualify for this award.
“I am honoured to announce the winners and finalists of the 2021 Microsoft Partner of the Year Awards,” said Rodney Clark, corporate vice president, Global Partner Solutions, Channel Sales and Channel Chief, Microsoft. “These remarkable partners have displayed a deep commitment to building world-class solutions for customers—from cloud-to-edge—and represent some of the best and brightest our ecosystem has to offer.”
The Covid-19 pandemic has dramatically affected businesses over the past 18 months, especially in the distribution and manufacturing industry. A number of these unprecedented challenges include supply chain issues, fluctuating costs, and commodity pricing.
In the distribution industry, supply chain uncertainties have cause inconsistent visibility, scheduling delays, and vendor lead times have also increased during the pandemic. In addition, the fluctuating cost of materials has dramatically changed, whereas competition from e-commerce chains such as Amazon has made it hard to compete. This has changed the way companies manage their warehouse as they look to keep up with the competition. Customers are also expecting real-time communication and instant access to information which makes sales pipeline visibility critical.
To overcome these new challenges in distribution, customers are looking for an all-in-one solution for their technology needs. Dynamics 365 Business Central has vendor scoring and landed cost features to help resolve supply chain issues. E-commerce integrations within Business Central such as Shopify make it easier for companies to compete with plugs-ins right out of the box. In addition, using features such as Dynamics 365 for Sales & Customer Engagement has become even more integral for distribution companies, and add-on solutions such as Jet Reports allow companies to generate real-time financial reports seamlessly.
In this month's webinar, we address a topic that many businesses seem to be on the fence about: can they self-implement Business Central on their own, or would it be best to work with a partner? There are pros and cons to both, and this webinar explores your options. We cover the good parts, the bad parts and everything in between.
Join our webinar to learn about the following:
By the end of this webinar, we hope that you will understand the benefits and risks involved. Our goal is to ensure that you're armed with enough information to make the right decision.
Date: Thursday, October 22, 2020
TIme: 2:00 - 3:00 PM EST
A popular question we often get from companies is; Can I implement Microsoft Dynamics Business Central on my own? Historically we often see companies having issues implementing the software to meet their customized business needs.
Today’s discussion features a recap of a virtual Interview with Andrew King, Managing Director at WebSan Solutions Inc., as he sits down with Sunil Kumar, Founder of The Amazing Chickpea, to discuss his experience trying to implement Business Central and working with WebSan.
Sunil was previously using QuickBooks for basic reporting but was looking for a business solution to manage the production, planning and financial reporting for his medium-size company. Dynamics 365 Business Central became the front runner as the best option for The Amazing Chickpea to manage inventory, production orders and financial records.
After signing up for Dynamics 365 Business Central a year ago, Sunil believed he could implement it entirely on his own because he has a background in IT. The interface seemed to be very user-friendly; however, he faced business challenges in retrieving necessary financial reporting that was critical to his business operations.
Enterprise resource planning (ERP) systems are complete, integrated systems that manage all aspects of a production-based or distribution business, aligning financial management, human resources, supply chain management, and manufacturing. An ERP suite is a substantial investment for any business, and best practices demand that the ERP software selection process be rigorous and thorough. However, there are so many factors in play when choosing an ERP system that it can be daunting to choose the right one.
If you feel a bit confused about the variety of ERP vendors and many software products on the market today, you are not alone. We’ve come up with a comparative chart showing the difference between two popular ERP systems: Dynamics 365 Business Central and NetSuite.
In this webinar, Andrew King and Ryan Bennett provide an introduction into Jet Reports and Jet Hub. The discussion features an overview of Jet Reports and Jet Hub, overview of our offering and an in-depth look into sample reports/demo of Jet Reports.
Jet Reports is a business reporting solution built for Microsoft Dynamics 365 Business Central which gives you the flexibility to create reports in real-time. This allows for you to get the latest information from your database. Additionaly Jet Reports integrates into excel allowing you to extract real-time data efficiently while also eliminating errors and risk.
As organizations figure out what to do with their infrastructure, many companies that currently have Dynamics GP are deciding whether they want to migrate to Dynamics 365 Business Central or stay On-premise. Moving to a cloud-based ERP solution gives your business the flexibility to scale up or down, increase collaboration, accessibility and cuts out the high cost of hardware.
The decision to migrate from GP to Business Central is based on several factors can that include accessibility, cost savings, add-ons, and an updated modern user interface. Here is a comparison of both ERP solutions based on the criteria mentioned above:
1. Cloud vs On-Premise
Business Central is a cloud-based solution, which means you can access the software anywhere, anytime, from any device. Upgrades are managed by Microsoft and rolled out automatically with no installation required. In comparison, Dynamics GP was designed to be an on-premise solution, and upgrades need to be done manually.
Electronic Data Interchange (EDI) is the exchange of business documents, such as purchase orders, invoices, inventory adjustment, or acknowledgment and shipments between business partners in a standard format. We understand that suppliers and clients have specific business requirements and that manual processes can be cumbersome and time-consuming. Using an EDI connector will ensure that you can facilitate painless transactions amongst many trading partners. This application also reduces errors because no human interaction is involved, so there are minimal chances of error or delays.
EDI365 is a user-friendly EDI connector for Microsoft Dynamics 365 Business Central used by many businesses to efficiently carry out their business operations. EDI365 maximizes communication exchanges between a wide range of business-to-business networks to make transmitting standard business documents easy and straightforward. The benefits of implementing EDI365 include accelerated transmission of information, automated data entry, reduced errors, and faster processing time compared to sending via email.
Once you have gone live with Business Central it's important to start looking at additional modules and custom offerings that allow you to streamline your business processes. We will have a look at a selection of our own apps and third-party apps which can improve your user experience and increase company productivity. Utilizing these apps can assist your business by improving inventory management, facilitating transactions between trading partners, increasing employee productivity, and creating reports in real-time.
Warehouse Management (Barcode Scanning App for WMS)
Our Barcode Scanning App for WMS is designed to help your business become more productive. This application will improve your inventory management, picking accuracy, and warehouse efficiency. Put an end to frequent overages, shortages, and stock-outs and improve your inventory control. We can also customize the app for customizations done in Business Central
It's that time of the year again! The wave 1 release for Microsoft Dynamics 365 has been launched. The release includes hundreds of new features and innovations across the Dynamics 365 applications from April 2021 through September 2021.
Here is a highlight of a few top features that will offer new capabilities and added functionality for your business.
Dynamics 365 Sales
For a business to be successful, it has to be able to analyze data immediately in real time, and handle the market changes while ensuring that different departments are in communication with each other.
Microsoft has developed a convenient and affordable platform that connects your business processes through Dynamic 365 and office productivity tools.
What is Dynamics 365?
Dynamics 365 is a product line of enterprise resources planning and customer relationship management applications.
Dynamic 365 is a Microsoft-based technology solution that is bringing together all aspects of your business to improve existing workflow, recognize and pursue potential and viable business opportunities and manage the current market to stay ahead of the competition.
Dynamics 365 is a great tool for storing your business data, but if that is all you are using D365 for, then do we have news for you! One of the biggest values of D365 is the ability to create reports gaining valuable insight from your data. These reports can be setup in a variety of ways depending on your environment and organizational needs.
Do any of the above diagrams look familiar to you? If your response is “WHAT ARE THOSE!?” then you, my friend, are missing out! All the above are reports based on D365 data. These D365 reports can be run directly from D365 which gives users ease of access to analysis of business data. There are several types of reporting options available for D365, some are out of the box, while others require a bit more work to setup. With that in mind, many organizations opt to export their data to Excel and then use Excel to create reports, when they could be using these much richer options instead.
D365 out of the box comes with report building functionality, in the form of Charts and Views. Users can setup Dashboards incorporating these components, which can help them take their first step into the world of reporting. The CRM Report Wizard allows users to build reports using filters and conditions, like Views, with a touch more functionality and flexibility over the latter options.
While these out of box options are great, they do have their limitations which is why we also provide external reporting options. SQL and XML Reports are great for generating more complex reports and documents. However, if you are looking for an option that is more robust, and intensely eye-catching, then Power BI is the way to go. Power BI is one the most powerful BI and reporting tools on the market and integrates seamlessly with D365. Power BI allows for powerful drill down capability and smart slicers to filter your data however you like.
Reports are a great way for organizations to better understand performance, and with the various report options available, you are not limited to a specific visualization type. Data can be displayed through bar graphs, pie charts, map representations, grids…just to name a few! Maximizing the reporting options is great for upper management, who want a quick, high-level representation of how the business is doing. But wait there’s more! Automated reports can be generated with a click of a button and often require no additional maintenance once they are setup, reducing time and effort and improving efficiencies.
Dynamics 365 Mobile apps are handy tools which allow D365 users to access and update their Dynamics 365 environment from anywhere and at any time. Beyond that, customizing what is available on the mobile app is key to ensure that the experience is efficient for both the user and the organization.
A user’s security role must include the necessary permissions in order for them to successfully use the mobile app. If you have used (or copied) an out of the box role chances are high that most of these are already set, but it never hurts to check. And if you have created a custom security role, it is particularly important to confirm that the following privileges and access combinations have been configured.
1. The Dynamics 365 for mobile privilege is the first one to confirm. This privilege is in the Business Management tab of a security role within the Privacy Related Privileges section. Verify that Dynamics 365 for mobile is set to Organization.
2. Validate that the following entities have a minimum of Read access at the Organization level, by navigating to the Customization tab of a security role.
3. Next go to the Business Management Tab. Verify that User Settings is set at the Organization level for Read permission, and the remainder of the privileges have a minimum of User access.
There is a standard site map for all Dynamics 365 instances, but chances are the default site map does not scream ease of navigation for your organization. It is important that Users can easily find the entities they need without hunting column by column, and more importantly they see what they need to see, and ONLY what they need to see.
Dynamics 365 provides the ability to modify the standard site map without coding, allowing everyday users to easily modify the layout, making it a better fit for your business. You will need either the System Administrator or System Customizer role to perform the following actions.
To customize the site map, simply go to Settings > Customizations > Customize the System.
You will find multiple site maps under Client Extensions, there is typically one which contains all apps, and then others which are each tied to a specific app.
In this case, we are using the default one which is labeled “Site Map”.
One of the newer modules in the Dynamics 365 family, Field Service, leverages the latest technology offered by Microsoft and combines it into one powerful solution. D365 Field Service is an integrated solution with your current D365 environment, enabling you to be field ready with your already configured environment, filled with customer data.
D365 Fields Service has tools to help organizations optimize their resources, effectively manage team members and automate work order creation to save you time and money. Field Service can even be used with IoT devices to alert you of an issue even before your customers are aware there is one.
In D365 Field Service, Work Order Management, Service Scheduling and Resource monitoring are 3 key capabilities provided by D365 Field Service.
Work Orders in D365 Field Service are records that track service jobs. Work orders can be created automatically based on set criteria from your opportunity or case records or created manually. Within a work order you can track specific incidents types, estimated time required to complete a job and create the bookings for the work orders With Work Orders stored in D365 you also can create rich reports to identify which phases of your services can be improved upon.
Scheduling Service has never been easier with D365 Field Service. With the Field Service Schedule Assistant, all you must do is specify your criteria and the system will find the best resource to get the job done. Field Service considers factors such as skill set, availability and even current location of your resources to help make the best decision possible. If you want to get even more efficient, you can setup up resource scheduling optimization to let the system handle all the scheduling for you.
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