Are you on the hunt for the perfect Dynamics 365 Business Central partner for your organization? Choosing the right partner can make all the difference in the success of your implementation. But how do you ensure you're making the right choice? By identifying warning signs and positive indicators during the partner assessment process. This blog wil...
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Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist. Adam can be reached at
Consumers today are looking to invest in software that is not only accessible and responsive, but one that is also collaborative, easily accessible and can grow along with your business and its ever-changing needs. Dynamics 365, Microsoft’s latest offering, combines CRM and ERP to provide sales, customer service, field service, operations, financials, marketing and project service automation into a single software package. With a familiar interface and integration with Office 365, this all-in-one solution improves productivity and automates business processes. The solution is now available and you can get our free trial by clicking here.
Our free trial contains sample data and allows you to see the system for yourself, create your own sales documents and set up a bank account. If you’re curious to find out more about Dynamics 365’s features, this blog post covers the differences between Dynamics 365 business and enterprise edition. In addition to outlining the modules, the blog post provides an overview of which edition is best suited for your company.
If you’re ready to purchase or curious about how much Dynamics 365 costs, our pricing page provides information on what each edition includes.
We’re always here to help! Contact us today to find out if Dynamics 365 is the right fit or if any of our other Dynamics solutions can be better suited. For those interested in learning more, register for our free webinar on Dynamics 365 for Small Businesses.
Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence
Our Time and Expense Management System offered by WebSan Solutions Inc. allows the employee to easily include and process any expenses that he or she may incur on a company credit card, along with any expenses that were not processed through the company credit card.
This feature is great for the finance department, as they don’t need to do any additional work on their end to process the expense, or to make sure that the appropriate amounts get paid to the employee and the credit card issuer. All that work is done by the employee who incurred the expense.
When an employee is set up with a company credit card, all he or she needs to do when entering in an expense, is to select the option in the drop down box that is provided and the system automatically sets up payments in Microsoft Dynamics GP to be paid to the credit card vendor for the marked entries.
By: Matt Locke, Application Developer, WebSan Solutions Inc. a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist.
In light of Microsoft’s recent release of Dynamics 365, WebSan Solutions is offering a free 30-minute webinar to discuss how small businesses can best benefit from the system. The webinar will be held on Thursday, November 17, 2016 at 11:00 AM EST.
The webinar will provide an introduction to Dynamics 365, its modules, top features and functionalities as well as discuss how Dynamics 365 can serve as an all-in-one business solution. The webinar aims to suggest ways on how the system can be tailored to address common needs of small businesses such as managing cash, quickly identifying business trends and opportunities, and reviewing customer payments and the overall health of the business.
Click here to register for Dynamics 365 for Small Businesses Webinar
Linz Tan, Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence
With increasing demand for manufacturing firms to provide quality and efficient service, ERP software implementation can help a company stand out from its competitors by providing them with the resources to maximize their operational efficiency. Thanks to Microsoft Dynamics NAV, manufacturing companies are better equipped to:
1. Generate Product Demand Forecasts
With its robust record keeping capabilities, NAV enables users to analyze sales patterns to anticipate future client needs. This function analyzes sales trends and determines which products are most likely be sold in the future, allowing companies to manage their inventory accordingly and ensure product availability for customers.
2. Improved Information Tracking
NAV can generate analysis reports that allow for uniform reporting, enabling users to create personalized report formats that highlight key account information. As a result, information is more accessible, enabling up-to-date inventory information and optimizing manufacturing and warehousing functionality.
Since Dynamics 365 for Financials’ release back in Fall 2016, one of the most asked about topics is how the software compares to QuickBooks. Dynamics 365 for Financials has been promoted by Microsoft as its offering for small to medium-sized businesses looking for software that can not only handle business financials but also has the ability to grow with their company as their business needs change over time. To address one of the most popular questions asked within the Dynamics 365 community, WebSan Solutions is offering the “5 Head to Head Comparisons of Dynamics 365 for Financials and QuickBooks Online” webinar.
The free 30-minute webinar will be held on Wednesday, March 8th, 2017 from 11:00 AM to 11:30 AM EST. The main objective of the webinar is to showcase a head-to-head comparison of Dynamics 365 for Financials and QuickBooks Online, specifically each software’s features and functionalities of reporting, business intelligence, integration to other systems, multi-currency and the mobile app.
While attendees can expect to gain more insight into the features of Dynamics 365 for Financials and QuickBooks Online, it’s worth noting that this webinar serves as an overview of the two systems. Register today to reserve you spot!
Click here to register for this webinar
Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence
QuickBooks Online is one of the most well-known accounting software out in the market. On the other hand, since its release back in Fall 2016, Dynamics 365 for Financials has showcased strong capabilities in accounting and financial management targeted for small to medium sized businesses. To see a side by side comparison of both systems, WebSan Solutions has recently conducted a webinar that highlighted the notable features of both Dynamics 365 for Financials and QuickBooks Online.
The half-hour webinar generated a lot of interest not only from the Microsoft Dynamics community but also from those seeking to learn more about the features and functionalities of both systems. The webinar focused on the comparing five aspects of the two systems particularly reporting, business intelligence, integration to other systems, multi-currency and the mobile app.
The webinar sought not to parlay which system is better but more so to showcase a fair head to head comparison of both systems. While QuickBooks Online is notable for its strong integrations to other systems, there’s no doubt that Dynamics 365 for Financials will continue to improve as the system continues to grow in the coming months.
To learn more about how Dynamics 365 for Financials compares to QuickBooks Online, watch the recording below.
Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence
On December 15, 2016 at 11:00 AM EST, WebSan Solutions will be offering a free webinar on Power BI for Dynamics 365. The 30-minute webinar will focus on how small businesses can benefit from using the business intelligence tool. In addition, attendees will also see a demo of Power BI’s top features and learn how to create dashboards, reports and analytics.
This webinar is a continuation of our series showcasing the different modules, integrations and features of Dynamics 365. While the first webinar, Dynamics 365 for Small Businesses gave an overview of Dynamics 365 and highlighted the Exchange and Office 365 integration, the upcoming webinar serves to show how Power BI can give a 360-degree view of your business with important metrics and interactive reports. Register today to save your spot!
Click here to register for Power BI webinar
Linz Tan, Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence
Download our FREE Microsoft Dynamics 365 Demo
Since its release in late 2016, there has been great interest with Microsoft’s new Dynamics offering – Dynamics 365. The product features Financials, Sales, Customer Service, Field Service, Operations, Project Service Automation and Marketing. We have received the most number of inquiries focusing on the Financials module. In the hopes of addressing the most commonly asked questions regarding the Financials module, WebSan Solutions is offering the Dynamics 365 Content Pack.
The Dynamics 365 for Financials Content Pack serves as a resource for those who wish to learn more about the product. In addition to the Dynamics 365 for Financials page which outlines features of the module and its benefits, the Content Pack provides a space to ask questions and get them answered.
The Content Pack also provides a link to our FAQ document and free trial, how-to videos, and online purchase form should you be interested buying Dynamics 365 for Financials.
Microsoft is still in the process of releasing additional features for Dynamics 365 in Spring 2017. In the meantime, keep posted on our YouTube channel for quick tips on how to navigate the system and for any updates on upcoming new features.
In its February release, Microsoft Dynamics 365 for Financials brought forth a number of new capabilities and updated features. Notable ones include the following:
A new Services and Extensions button is added to the Business Manager and Accountant Role Center. This button brings up a list of setup pages, service connections and add-ons which can be enabled either through assisted or manual setup.
This feature allows the user to quickly identify and delete duplicate contacts on their customer list right from the new Contact Duplicates tile in the Sales and Relationship Manager Role Center. A sales person or purchaser code can also be set up to be automatically included on new sales or purchase orders, making it easier to follow an individual employee’s performance as a basis for calculating the sales commission or bonus.
Users can manage inventory in multiple locations or within different bins in a warehouse and buy and sell from various locations. The Availability per Location window shows information on item availability per inventory location, while transfer orders allow the user to move items between locations.
The Dynamics 365 for Sales Integration functions as a Customer Relationship Management integration. Users can synchronize their data (sales orders, item availability, currencies) between the two apps using the assisted setup function, making for a more seamless lead-to-cash process.
Learn about how we serve the Manufacturing industry
It’s a well-known fact, that manufacturing is one of the biggest industries in Canada, which makes up almost 12% of Canada's national GDP. The industry is still growing, and manufacturing companies need modern software to ensure maximize growth potential. Here are three more reasons why manufacturers should consider an ERP system:
1. Enhanced Communication between Departments
Communication is a crucial factor for a manufacturing company, which has tens of different departments as well as a need to work efficiently. An ERP system can ensure effective communications between departments through connecting an entire company into one unified system.
2. Automated Processes
WebSan Solutions has teamed up with CPA Academy to host the webinar entitled “Microsoft Dynamics 365: Take Your Business Financials to the Next Level” and offer the first CPE-Accredited Microsoft Dynamics 365 course.
Both the webinar and the CPE-accredited course serve to generate greater awareness of Dynamics 365, promote the product’s features and functionality and broaden its reach to those who may be looking for a new ERP software.
CPA Academy has long been a proponent of knowledge sharing and idea exchange through its webinars and self-study courses that focus on the developments relevant to the accounting industry. With this, it became a natural fit to collaborate with the CPA Academy team to host the webinar and the first CPE-accredited Dynamics 365 course.
The webinar focused on providing an overview of Dynamics 365 Financials, show the Exchange and Office 365 integration, feature Power BI and discuss pricing and a demo of the system. On the other hand, the self-study CPE course allows registrants to access the material online 24/7 and study at their own pace.
The webinar was a success reaching around 200 attendees. Those interested can view a free video recording of the webinar here and register for the self-study CPE-accredited course here.
Microsoft Dynamics 365 for Financials is a business management solution that’s connecting people and processes like never before. From day one, it makes ordering, selling, invoicing, and reporting easier and faster.
This system is for small to medium sized businesses looking for a cloud-based solution to integrate their ERP and CRM system.
By downloading this demo, you will learn the benefits and advantages of Dynamics 365 and get all the information you need to make better business decisions.
Dynamics 365 is the perfect fit for SMB's looking to boost efficiency with automated tasks and workflows all from within familiar tools like Outlook, Word and Excel.
Here are some reasons that you should download this demo:
Download our FREE Microsoft Dynamics NAV Trial
Last October 2016, Microsoft released an update for Microsoft Dynamics NAV 2017 that boasts notable features particularly within the finance module, items, jobs, workflow templates and integration with Office 365. To dive deeper into the features and functionalities of this new update, WebSan Solutions is offering “What’s New in Microsoft Dynamics NAV 2017” webinar on Thursday, April 20th, 2017 from 11:00 AM to 11:30 AM EST.
The free 30-minute webinar will not only discuss the new features of Dynamics NAV 2017, it will also offer some tips and techniques for best practice. Some of the new features that will be discussed include:
Register today to reserve your spot!
With numerous ERP software solutions out in the market, consumers may find it overwhelming to pick one that would best fit their needs. WebSan Solutions aims to streamline the ERP selection process by offering a quick and comprehensive guide to help determine which Microsoft product is right for you.
With over ten years of expertise in offering top-notch software solutions, we’ve advised many companies about which products will help improve their business processes and bottom line.
The infographic below showcases WebSan’s product offerings – Microsoft Dynamics 365 Business and Enterprise edition, Microsoft Dynamics NAV and Microsoft Dynamics GP. Depending on the company’s size, industry, budget and need, the infographic summarizes the products’ main features and modules and suggests which product would be the best fit.
The four-step guide helps to simplify the ERP selection process by asking questions that software buyers will find easy to answer. Although created to offer general product recommendations, the infographic will give software buyers an overarching idea of which solution would best benefit them.
To learn more about our product offerings and how we can help your business, click here or contact us.
Download Our FREE Microsoft Dynamics 365 Demo
If you’re looking for a cost-effective ERP solution that combines sales, customer service, operations, financials, field service, project service automation, Marketing and Customer Insights, Dynamics 365 Business Central offers all these capabilities plus familiar tools that can grow with your business. Designed to work seamlessly with Office 365 and Dynamics 365 for Sales, Dynamics 365 Business Central encourages users to start small by using only apps that they need and expanding as their business requirements change.
Below, we outline the differences between Dynamics 365 Business Central and Enterprise editions:
Dynamics 365 Business Central | Dynamics 365 Enterprise Edition |
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