Boost Business Central User Satisfaction: The Free App That Breaks the Silence

As a manager, you implemented Dynamics 365 Business Central to streamline operations and empower your team. But lately, a nagging question lingers: Is Business Central working for everyone? Low adoption rates and hesitant clicks can paint a concerning picture. The truth is that user silence is deafening. Your team might be struggling, but without a...

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Supercharge Your Workflow: Unleashing Copilot's Power in the Microsoft 365 Universe

Imagine a world where your team has a secret weapon: an AI assistant seamlessly woven into your everyday tools, whispering suggestions and automating tasks. That's the reality with Microsoft Copilot integrated with Microsoft 365, and it's about to revolutionize your collaborative workflow. Why Copilot + M365 is a Game-Changer: Effortless Code Colla...

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What Role Will AI Play in Inventory Planning and Sales and Operations Planning?

AI will play a crucial role in inventory planning and sales and operations planning (S&OP) by leveraging its capabilities to analyze vast amounts of data, make accurate predictions, and optimize decision-making processes. Here are some specific ways in which AI can contribute to these areas: Demand Forecasting: AI algorithms can analyze histori...

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We Put our Heart into the 26th Annual Ride for Heart

Yesterday 13,000 cyclists headed out on the two major Toronto highways, Gardiner Expressway and Don Valley Parkway, in this year’s Becel Heart & Stroke Ride for Heart.

Despite the bad weather, this year the event raised a record of $5.5 million, which is $500,000 more than it did in 2012.

Here at WebSan Solutions Inc., we strongly believe in the value of community and we were thrilled to take part in the Ride for Heart and help towards funding more research that extends and saves lives.

We had a great time and we are proud that we contributed to the eradication of heart disease and stroke.

See you all again next year!

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Simplify T4A Generation with the T4A Generator App for Dynamics 365 Business Central

Are you tired of the complex and time-consuming process of generating T4A slips for your employees or contractors? In this blog post, we will explore what the app does, its benefits, and why companies would greatly benefit from incorporating it into their operations. What is the T4A Generator App? The T4A Generator App is a specialized application ...

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Microsoft Dynamics GP gets 5 stars! Top-Rated Business Accounting Software

There was a great article published on cpatechnologyadvisor.com late in 2007 that's worth showing here.

Here's the reprint :

From the Dec. 2007 Review of High-End Accounting Systems

Microsoft Dynamics GP continues to be one of the flagship products in Microsoft’s mid-market accounting lineup. Version 10.0 of Microsoft Dynamics GP, released in June 2007, only helped strengthen its already strong position in the market. Microsoft has improved Dynamics GP by continuing to focus on molding the user interface to look and feel more like Microsoft Windows Vista and Microsoft Office 2007. Previously Microsoft discussed plans to converge its ERP products on a single code base, however; more recently the company reinforced its commitment to support all four ERP products in the markets they serve, with the applications increasingly sharing technologies over time. The decision to keep Microsoft Dynamics GP appears to have given developers the motivation needed to take the product to the next level.

Modules/Scalability - 5 Stars
Microsoft Dynamics GP offers business solutions through components such as Financial Management, Business Intelligence and Reporting, Supply Chain Management, Project Management, Customer Relationship Management, Human Resource Management, Manufacturing and Workspace Collaboration. Microsoft’s mid-market ERP products all use a flat pricing model known as “Business Ready Licensing,” where the products are sold in one of two pricing bundles or tiers consisting of an entire suite of modules.

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The benefits of using a Time & Expense Management System

You may think that tracking time and expenses to optimize your team and satisfy your clients is an easy, routine task. The truth is that tracking staff’s timing and expenses is about making insight-driven decisions a key part of your business culture and day-to-day activities.

Usually, a new company will start small by tracking employees’ hours in an Excel spreadsheet or even in traditional, handwritten records. As your client portfolio grows and your team gets larger, your time management needs to change. Whether you are an accounting firm, an IT consulting company or a bank, there will come a point where you will need to better take advantage of your resources and track your revenue and costs.

A lot of times, people consider buying a time management system an unnecessary expense. In fact, the effectiveness of it in tracking, analyzing and reporting on employee’s timekeeping, outweighs its cost. Today’s software options focus on web hosted portals with reporting and time tracking features, as well as various options for recording expenses towards clients and projects. You can also bill an employee’s time at various rates depending on the client and the tasks to be performed.

Therefore, a time and expense management system helps you to better leverage your employee time and keep track of how you utilize your resources. As you build an historical database, the better you plan and manage, thus the more revenue you generate

WebSan Solutions offers a robust, out of the box Time & Expense Management System that keeps track of your employee’s time and expenses easily. Moreover, its unique project management features will monitor your projects and your costs efficiently.

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Top 5 Takeaways from Microsoft Inspire 2023

As we mark the end of Microsoft Inspire 2023, with so many announcements being made, we have organized a list of our top 5 takeaways from the annual event. This year Microsoft Inspire focused heavily on AI, product launches and new partnerships that will shape the future. Let us dive into our list: 1. Introduction of Microsoft 365 Copilot pricing M...

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ExtJS 4 Keeping Store Loads to a Minimum

When creating a user interface, you always want it to feel smooth and fast as you can, and any time that the user is left waiting on the system decreases the appearance of how fast your system is. Delays on web applications can be caused from things such as processing lots of data, to constantly requesting new data from the server. It’s the latter case that I’m going to look at today and show a method that can reduce the amount of times you request data from the server.

For a working example, say we have a registration screen that is asking for the user’s country and province/state that they live in. Both fields could be simple text boxes, but it’s a little bit nicer if you provide combo boxes that give the user a list of options to choose from.

You probably want the list of provinces/states that you show to be dynamic based upon what country they select. So your province/state combo box will likely have an event listener that looks like this:

Above is a simple listener that listens for when the combo box expands (when the user opens the combo box to view the choices), and when it does that, it gets what the country combo box is set to, sets it as a parameter, and then retrieves the list of provinces/states from the server based on the selected country.

So if they select a country, and then open the combo box for the province/state, it will load up the list properly. The problem is that if they open the combo box for the province/state again, it will request the list from the server again, even if the country selection hasn’t changed.

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Project Accounting Billing and Revenue Recognition

Project Accounting connects project activities with company financials and provides extensive reporting capabilities. Watch the following video to learn about invoicing, posting costs from Purchasing as well as timesheets and revenue recognition:

WebSan Solutions offers an online (SaaS) hosted-enterprise business software solution, leveraging the vast capabilities of Microsoft Dynamics GP. If you are interested in GP Project Accounting, please contact us for more information.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Finalist for 2013

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SSRS PHP Tips and Tricks Default parameters

Have you ever wanted to share a report between several different people or companies, but wanted the report to only display data for that specific person or company?  This can be tricky with a multi company or multi person database.  However there is an easy way to do this, and it's not coping and pasting the report for each company/user.

There are 2 steps to do this.

The first step is easy.  When creating the SRS report, create a person or company parameter, just a normal text field parameter.  This will be the parameter be used to set which specific person/company the report will be for.  It would probably be a good idea to use a different naming convention for this parameter, to specify that it as a default parameter, like default_user.  Then finish creating the report and onto the next step!

The second step is to change your code where you set/send the report parameters to the SSRSPHP library.  All you have to do is check if the parameter name is equal to one of the default parameters and hide the parameter from the user when setting the parameter.  Then when the report is being submitted, all you have to do is set the parameter before sending it to the SSRSPHP library to retrieve the report.

Now the user won't be able to change or even see the parameter.  This is pretty good, but if we want to add more default parameters this isn't a very elegant solution.  Instead we can put all the default parameters into an array and check if the default parameter exists in the array.  This way in order to add more parameters, all we have to do is change an array.

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What role will AI play in inventory planning and sales and operations planning?

AI will play a crucial role in inventory planning and sales and operations planning (S&OP) by leveraging its capabilities to analyze vast amounts of data, make accurate predictions, and optimize decision-making processes. Here are some specific ways in which AI can contribute to these areas: 1. Demand Forecasting: AI algorithms can analyze hist...

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Excel Reporting in Dynamics GP

Microsoft Dynamics GP is a powerful accounting system with enhanced report design capabilities that will certainly improve your decision making processes. Microsoft Office and Microsoft Dynamics GP offer what is known as Office Data Connection (ODC), a method to integrate both systems and allow users to view Dynamics GP data in an Excel worksheet. This means, you can view your Microsoft Dynamics GP data in your MS Excel and have it refreshable at any time.

Not only are there more than 200 out of the box Excel reports included in the core system but also users can design and customize Excel reports to meet the individual needs of their businesses. These reports retrieve data from the Dynamics GP SQL database, thus offering real time reporting.

Furthermore, you do not have to be a user in Microsoft Dynamics GP to have the ability to view the Excel reports that come with the system. By using Windows Authentication and setting appropriate permissions for security, anyone in your company will be able to see these reports.

Finally, the default Excel Reports in Dynamics GP are created from the existing SmartList favourites. They are basically Excel files that can be tailored to the user’s needs and provide you with the familiar look and environment of Microsoft Office Excel. In addition, if you need extra customized Excel reports for your business, you can use the Excel Report Builder that comes with the SmartList Builder, though you will have to get a separate license for it.

If you want to learn more about Excel Reporting in Dynamics GP, join our free webinar on February 19, at 11 am EST and find out how to create powerful and easy to read reports.

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Tips & Tricks: Incrementing a number with padded zeros in SQL

Incrementing an integer in SQL is easy; all you have to do is + 1 to the value. However, incrementing a number that has padded zeros is a little trickier, since it is probably a string value and not a number. Luckily with some type conversions, it becomes just as easy as incrementing an integer.

First thing you want to do is to get the length of the string, so you know how many padded zeros to add. You can do this by using the LEN function:

1. SELECT @Length = LEN(RTRIM(LTRIM(@Num)))

It is also a good idea to trim the value just in case there are extra spaces.

Next we can increment the number.  Now we can't just do a + 1 to the value since it’s a string and doing a + 1 to a string would just concatenate the 1 to the end of the string.  So let’s convert the string to an integer:

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Automate your Workflow with WebSan Time and Expense Management System

Remember when you had to record your time on a spreadsheet? Then your boss had to approve it and send it to HR in order for you to get paid? Spreadsheets are still an important way to track information; however, tracking your time and expenses on a spreadsheet can become time-consuming and leaves room for more inaccuracy. WebSan Solutions has developed an add-on to eliminate spreadsheets in order to create efficiency within your organization.

The benefits of our system include:

  • Seamless integration with Dynamics GP database
  • Handle Canadian VAT (value added tax) and US taxes seamlessly
  • Track days off, holiday and vacation time
  • Internal reporting for timesheet status, expense reports, and history
  • Supports attaching receipts and documents to expense and timesheets
  • No need to use PDK to approve timesheets, ONE complete integrated solution
  • Full browser interoperability, so you can use your favorite browser and not just IE.

We fully integrate with Microsoft Dynamics GP, there are no firewall issues and our solution is 90% easier to setup and use! To find our more information about our Time and Expense Management System, contact us today!

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc.

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To CRM or not to CRM, that is the question!

There is much heated debate about CRM systems in the marketplace. Many companies have invested thousands, if not hundreds of thousands of dollars into a new CRM system that the sales reps won't touch with a 10-foot pole.

The funny irony is that all companies have customers and all companies have some way of keeping information in a spreadsheet or accounting system of who their customers are and some characteristics of that customer. So why is it so difficult for companies to make the quantum leap forward to formalize their CRM processes?

What companies need to keep in mind when looking to formalize their CRM practices with an investment in technology is that the technology should facilitate their sales process and improve key sales metrics like:

  • suspect to lead close ratios
  • sales revenue per rep
  • more effective use of marketing $

We specialize in both Salesforce.com and MS Dynamics CRM. Both are very capable systems, but what makes the difference is how the system is implemented and how it is inculcated into the organization to maximize adoption of the new system.

Contact us if you're thinking about an investment in CRM and we can help!

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Is hosted ERP right for your business? What about a hybrid solution?

There's a lot of debate out there on forums regarding hosted ERP solutions.

Obviously, much success has been had with Software as a Service (SaaS) in the CRM (Customer Relationship Management) space, but CRM really isn't "mission critical." If a company chooses to outsource mission critical applications, such as shipping software, WMS, or manufacturing software, then what will happen if the company loses their internet connection?

There are many pros to going with a fully hosted solution over an on-premise solution. They include, but are not limited to:

  • The initial cost for the ERP solution is usually significantly less than an on-premise solution.
  • Total cost of ownership (TCO) over time can still be less than on-premise, depending on the outsource provider and their capabilities
  • The initial implementation time line can also be accelerated by hosting because much of the underlying configuration infrastructure can be shared, therefore consulting time is minimized
  • Internal IT support staff is not required for a hosted solution
  • The hosting provider takes care of system updates, patches, regression testing, etc.

The one advantage on-premise solutions have over hosted is that they are indeed, on the premises of the client. They don't go down unless your business does, and then, you've got bigger fish to fry.

That being said, if you could combine the benefits of on-premise with the benefits of hosted, in a hybrid solution, then you would have the best of both worlds.

Look for a solution that offers to have your mission critical applications on site, like:

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Microsoft Dynamics GP for Professional Services (PSO)

Professional services organizations (PSO's)– management consulting, marketing agencies, law firms, legal and financial firms – are some of the most difficult businesses to manage. This ever-changing industry relies heavily on the skills and services their people provide. Clients base their decision on the knowledge, expertise and advice given to them and as a result, it makes it hard for a PSO to sell and quantify their product. Accounting for invoices, tracking hours for each resource, overseeing projects and managing client relations can be a little overwhelming and for a budding PSO, challenges can become even more complex. Using a robust software solution such as WebSan’s Microsoft Dynamics GP solution for professional services can relieve companies in this industry from their financial and project management challenges by:

  • Shortening deployment times with the use of tools which install the system within minutes, set up core functionality, and quickly transfer and update data.
  • Providing more visibility in projects and their status – increasing customer satisfaction by improving collaboration with clients and employees.
  • Connecting and streamlining business processes - billing, tracking hours, or invoicing.
  • Optimizing efficiency and communication with customizable add-ons and solutions.

To learn more about the robust capabilities and comprehensive tools of Microsoft Dynamics GP, visit our website or contact us for a demo.

By: Mabelle Gonzales, Marketing Coordinator at WebSan Solutions Inc, a Canadian Certified Microsoft Dynamics Partner.

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Move to Microsoft : Up to 35% off Dynamics GP through March, 2010!

Microsoft is offering significant discounts to customers who migrate from Intuit Quickbooks, Exact (Macola) and Sage (all editions) to Dynamics GP.

Contact us for more details!

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Go from Great Pains to Great Plains with MS Dynamics GP

Today companies struggle with a volume of information that has the force of a tidal wave. You can either float or sink into that wave, depending on whether or not you can leverage the exponential growth of business data.

The current thinking around big data though, tends to be built around a very simplistic model. According to that, you acquire large amounts of data in lots of formats from various sources. Then apply some business intelligence into that mix and get your solution. However, this data has to make sense and be as simple as possible.

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