Hey there, folks! If you're running a manufacturing business, you know how crucial it is to get your inventory costing right. Proper inventory costing allows you to calculate your profits accurately, make informed decisions about pricing, production, and purchasing, and stay on top of your accounting game. As a manufacturer, you have three main inv...
Today's blog will compare and highlight the differences between Dynamics 365 Sales Professional and Dynamics 365 Sales Enterprise licenses. A brief overview of Dynamics 365 Sales Professional Dynamics 365 Sales Professional is designed for small to mid-sized businesses that need a basic sales management solution. This license offers a range of sale...
Become a Microsoft Dynamics Expert During Self-Isolation
During this global pandemic, a lot of businesses had to close their doors. To properly enforce social distancing, these companies had to stop running their businesses. The most interesting trend that has emerged from this pandemic is the importance of cloud innovation. Microsoft has always been one of the leading competitors of technological advancement. Microsoft Teams for example has led the way as one of the top platforms being used during this time of social distancing.
One way to become a Microsoft Dynamics Expert during self-isolation is to do online training. WebSan University has over 85+ courses available for multiple Microsoft Dynamics products. These products include Dynamics 365 for Sales, Dynamics GP and Business Central. Take a course on a module, or even a product that you've never used before. Right now, is the perfect time to learn something new that will help you advance as a Microsoft Dynamics Expert. This would also be a great time to get a refresher on one of the modules that you've previously worked with.
Jobs 105: Billing and Expenses
The Business Central Jobs Webinar Series has already covered a wide range of features. Some of these include tasks, planning lines, time, expenses, inventory, and purchase transactions. The fifth installment of this series will be covering Billing and Work in Process (WIP). Using WIP will help users determine the financial value of an on-going job. The costs and sales of this job can be calculated, invoiced, then posted into the general ledger. Join the Jobs 105 Webinar: Billing and WIP to learn more about the following:
• Deep dive into Invoicing for Jobs
• How WIP is calculated for various WIP Methods
• How Deferred Revenue, WIP, Actual Costs and Earned Revenue are calculated
Date: Thursday May 28, 2020
Time: 2:00PM - 3:00PM EST
Microsoft Teams is the ultimate collaboration tool for small to medium-sized businesses. It provides a way for team members across the globe to connect all in one place. One way that Microsoft Teams users can connect is by using the audio-conferencing feature. This feature assigns the user with a phone number that can then be used to join a meeting or to host an audio-only meeting. It's most beneficial to use this feature when:
● There's a limited internet connection
● It's an audio-only meeting
● Dialling in provides better phone quality
● Users who are joining are using a hands-free device
● The user does not have access to their computer
The Audio-Conferencing feature for Microsoft Teams is available in over 95+ countries across the globe. Click here to view the updated excel spreadsheet and see which countries have this feature available. Any users who are currently using Office E5, the audio-conferencing feature, is already a part of that package. If any users have Office E3 or Office E1, audio conferencing is available as an add-on for $5.10 CDN/month. It's important to note that any calls made to other Microsoft Teams members are free. If the user wants to call numbers that are not within the business, they should sign up for a calling plan. Click Here to learn more about the different calling plans available.
Once the add-on has been added to your Microsoft Teams license, a number will be assigned to the user. This number can start hosting audio-only meetings with up to 250 registrants. Both the employees and external numbers can dial into the conference, but the external numbers will be placed into a virtual lobby. Once the admin is ready, they can go ahead and allow these participants to enter the meeting. This makes the meeting more secure and ensures that the admin is ready for the meeting.
Business Central Jobs Webinar Series Jobs 106:
Posting Setup and Control
Project mangers who are using Business Central should attend this month's webinar! Register today for our Business Central webinar series, Jobs 106: Posting Setup and Control. Learn all about the general ledger setup by joining this webinar. Watch as we go into a deep dive of the general ledger, transaction posting flow and more. Register for this webinar today to learn about the following topics:
● Review G/L setup and transaction posting flow
• Fixed fee
Business Central Jobs Webinar Series 107:
Reporting and Dashboards
The Business Central Jobs Webinar Series is coming to an end. This month's webinar will be the final webinar for this series. Register for the Business Central Jobs Webinar Series 107: Reporting and Dashboards. Learn how to take data from inside Business Central and add it to a reporting model. Build a Power BI or JetReports dashboard to view relevant project information. Join this webinar to learn about the following topics:
● Business Central Native Reporting
● Power BI reporting for jobs
● Jet Reports (excel) reporting for Jobs
Date: Wednesday July 29, 2020
How to Select a Marketing Automation Solution for Microsoft Dynamics 365
Companies of all shapes and sizes have one thing in common: a marketing department. The marketing mangers who run these departments all agree on the importance of a Marketing Automation Solution. One of the more popular marketing automation solutions that is available is Click Dimensions. Any company using Dynamics 365 for Sales (CRM) will be able to ingrate with Click Dimensions seamlessly. Join this webinar to learn more about how Click Dimensions can strengthen your marketing processes. Register for this webinar to learn more about the additional marketing features that come with this software. In this webinar the following topics will be covered:
● What is marketing automation?
● Why is marketing automation important today?
● Selecting the right marketing automation solution
Date: Wednesday August 12, 2020
Time: 2:00PM - 2:45PM
Top 10 Tips and Tricks for Dynamics 365 Business Central
This month's webinar is titled the "Top 10 Tips and Tricks for Dynamics 365 Business Central." Any business owner who uses Business Central won't want to miss this webinar! Learn from the pros as take a deep dive into the heart of Business Central. Watch as they demonstrate the top 10 tips and tricks that all businesses should be utilizing! Join this webinar to learn more about some tips such as:
● Multi-company access made easy
● Bookmarking
● Personalizing the system (custom fields, columns)
● Saving filtered list views
● and more
Date: Wednesday August 26, 2020
Time: 1:00PM - 1:30PM EST
Dynamics GP Migration to Business Central – is now the time?
This month's webinar will be about the number one most asked question regarding Dynamics GP. Is this the right time to move your data to the cloud? This webinar is for companies that currently have GP but are looking for a cloud solution and would like to know more about the Dynamics GP to Business Central migration process. Join this webinar to learn about the following:
● What is the future of Dynamics GP look like?
● Is it time to move to Business Central?
● What is involved in a migration to Business Central?
● What's the cost?
- Migration Services
- Software
Date: Wednesday September 23, 2020
Time: 1:00PM - 1:30PM EST
First, we would like to thank you for watching!
We have enjoyed passing on knowledge to Microsoft Dynamics end-users, providing insights into new product features and spotlighting our many innovative solutions.
For a company our size to have a following such as this is something we are very proud of.
We’d also like to extend an extra special thanks to everyone that has subscribed to the channel and benefited from our videos.
How to Prepare Your Year-End in Business Central Webinar!
It’s that time of year again! If your business is about to complete the fiscal year-end, then you must register for this month’s webinar! The webinar will be showcasing how to use Business Central to generate your fiscal year-end reports. Watch as we demonstrate the following in this webinar:
• Considerations
• Procedures
• Reporting
This is the beginning of a seven-part series that will cover everything you need to know about the jobs module for Business Central. It's designed to help project managers stick to the schedule, budget, and monitor employee efficiency. What used to take multiple programs in order to handle a single project, Business Central has all the modules needed to handle it with one solution. Join our webinar and learn about the following:
• Job module overview
• WIP/Revenue
• Reporting
Date: Wednesday January 29, 2020
What’s New November 2019 for Office 365?
Jobs 102: Key Concepts and Setup Procedures in Business Central
Join us for the second part of the Jobs webinar series “Jobs 102: Key Concepts and Setup Procedures in Business Central.” In this webinar, we’ll be showing you how to set up the Jobs Module in Business Central. Learn about the key concepts needed in order to set up the jobs module such as:
• Jobs setup and configuration
• Job card options for different project types
• Different transactions that affect job costs
Date: Thursday March 5, 2020
Time: 2:00PM - 3:00PM EST
The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead into the system. It’s also common for prospects to provide their business cards which can get lost or misplaced amongst other piles of paperwork. With the help of Dynamics 365 for Sales a Business Card can be added into the Dynamics 365 for Sales for safe keeping. Follow the steps below to add a business card into the profile or a new lead or a new contact.
1. Ensure that you’ve been assigned the Common Data Service User role.
2. Login to the Dynamics 365 for Sales environment.
3. Click on the Quick Add Button on the top right navigation pane and click on Lead or Contact.
Jobs 103: Setting up a Job in Business Central
Project Managers that are currently using Business Central should register for this webinar! Join the Dynamics 365 Business Central Jobs Webinar Series, Jobs 103: Setting up a Job in Business Central. This webinar will be taking a deep dive into the actual project setup. The webinar will be going into great depth about the different variables and settings that are available right out of the box. Learn a few practical applications that any Project Manager can apply to their business. This webinar will be taking place on Thursday March 26, 2020, and demonstrating the following:
• Best practices for project setup (time/materials and fixed fee)
• Setting up WSB elements and task breakdowns for best reporting
• Impact of planning lines setup on budget, costs and revenue
Date: Thursday March 26, 2020
Time: 2:00PM - 3:00PM EST
Jobs 104: Timesheets, Expenses and Requisitions in Business Central
The Jobs Module is a critical module for any Project Manager. Without the Jobs module, the Project Manager would not know how to pay employees, manage expenses or monitor the budget. This webinar will show you how to get the highest level of productivity in Jobs module by using the Moniroo® Time Management, Expenses and Purchase Requisitions App. These apps integrate directly into Business Central and can have employees submit timesheets, input expenses and many other PSA functions. Join the webinar to learn more about the following:
• Timesheets
• Expenses
• Purchase Requisitions
Date: Thursday April 30, 2020
Time: 2:00PM - 3:00PM EST
Microsoft Office 365 requires employees to use their username and password in order to log in. However, a common issue that you might come across is people forgetting their passwords. When this occurs, Office 365 admins have privileges to reset the password. To begin resetting a password, follow the steps below:
1. From the Microsoft 365 Admin Center
a. Look for the Active users" tile.
i.
b. Select "Reset a password"
i. A side window will open and from there you can search for users for which you need to change their password, or you can scroll down the list of users.
1. From that list you need to click the check-box beside the user(s) who need a password change.
a. You can choose one or multiple users for resetting passwords
b. Your own password can not be changed with multiple selections
2. The next side window to appear will show you who has been selected and present you with the option to Auto-generate a password of all the manual creation of one.
a. You can choose the check box to make the user change their password when they next sign in. If it is unchecked, then the password will remain the same until the user changes it themselves.
3. Click the "Reset" button and the next window will show success of the password reset(s).
4. There is also a choice to send an email to a specified email address with the password. This is optional.
Microsoft Office 365 makes it easier than ever to manage users from the Admin Center. Want to find out how Office 365 can help your company? Click the link below to learn more about the features available in Office 365.
Click Here to Learn More About Office 365
Project Types in Microsoft Dynamics GP
The Project Accounting module in Dynamics GP is a very robust application enabling users to monitor the financial results of a project. One of the best features with this module is that it ties in with all the other modules within Dynamics GP. Therefore, if an invoice needs to be posted it can be done in the same system. For a company to use the Project Accounting module correctly it must first understand its current project structure and what is required in terms of KPI’s and reporting. Once this has been decided the company will have to choose the project type to use for this project. There are three types of projects in Dynamics GP:
Cost Plus – Customer pays for the actual project cost plus an added margin percentage
Fixed Price – Customer pays a fixed fee for the project
Time and Materials – Customer is billed for all costs that are incurred on a project
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