When sales and finance operate in silos, valuable insights get lost, processes slow down, and customer experiences suffer. That's why more small and medium-sized businesses are turning to the combined power of Microsoft Dynamics 365 for Sales and Dynamics 365 Business Central to break down barriers, streamline operations, and create a single ...

 Introduction Capacity planning is a critical component for manufacturers looking to optimize production efficiency and resource utilization. In Microsoft Dynamics 365 Business Central, capacity planning enables manufacturers to manage the workload on the production floor by aligning resources, work centers, and machine centers to meet manufac...

Implementing MRP in Microsoft Dynamics 365 Business Central is a game-changer for manufacturers looking to automate, streamline, and scale their production planning. But once you move beyond basic configuration, how do you handle hundreds—or even thousands—of items with confidence? This blog explores how Business Central empowers planners to work a...

In 2025, AI and cloud ERP systems are no longer separate technologies. Together, they are reshaping how businesses operate—from forecasting and decision-making to daily operations. As more companies move to cloud-based software like Business Central, AI is adding a new level of intelligence into these systems, transforming them from passive databas...

In today's hybrid work environment, sales teams are more distributed than ever. Whether they're working from home, on the road, or across multiple time zones, remote sellers need a CRM that's fast, flexible, and built for collaboration. That's where Microsoft Dynamics 365 Sales stands out. The Remote Sales Challenge Managing leads, nurturing relati...

In our last blog, we explored how Microsoft Dynamics 365 Business Central's MRP engine responds in a Make to Order environment. Now we'll flip the script and look at what happens when a business operates under a Make to Stock (MTS) model. This planning approach is ideal for businesses that produce goods ahead of customer demand, either based on for...

You invested in a cloud ERP system like Dynamics 365 Business Central to streamline your operations and grow your business. But are you getting the full value from it? AI-powered tools are turning traditional ERP systems into intelligent, intuitive platforms that not only manage data, but help you act on it. Here are the best AI tools to unlock mor...

Unlocking the full potential of your existing customer base can be the key to driving revenue growth. Cross-selling and upselling aren't just sales tactics, they're strategic opportunities to deliver added value to customers while increasing deal sizes. With Microsoft Dynamics 365 Sales, businesses gain powerful tools to identify these opportunitie...

In Microsoft Dynamics 365 Business Central, Material Requirements Planning (MRP) is a powerful tool that helps manufacturers plan their production and purchasing based on real demand. When you're operating in a Make to Order (MTO) environment, MRP behaves in a unique and highly targeted way. Instead of reacting to forecasts or stocking strategies, ...

 With the rise of AI-driven productivity tools, many businesses are asking the same question: Is Microsoft 365 Copilot worth the cost? At WebSan Solutions, we've been testing Copilot extensively with our clients and internal teams, and the verdict is in—mostly. Here's what we've learned from real-world use and a hands-on look into what Copilot...

In today's fast-paced digital landscape, businesses can't afford a slow or messy CRM rollout. Whether you're moving from spreadsheets, another CRM, or upgrading your Microsoft ecosystem, your team needs a smooth transition that drives results from day one. That's why we created WebSan's CRM Implementation Plans for Microsoft Dynamics 365 for Sales ...

In our last blog, we explored the differences between Make to Order (MTO) and Make to Stock (MTS) in Microsoft Dynamics 365 Business Central. Now, let's dive deeper into the mechanics of how Business Central plans production and purchasing using Reordering Policies. This post walks through each policy type, how to set them up, and how they affect y...

Artificial Intelligence is no longer a futuristic concept—it's a practical tool businesses use today to gain efficiency, insight, and speed. With Microsoft Copilot becoming a staple in modern workplaces, organizations are now looking at the next evolution of AI: AI Agents. These aren't just assistants—they're autonomous doers. What's the Difference...

Sales teams today are being asked to do more with less—more outreach, more data, more deals, all with less time. Microsoft's 2025 Release Wave 1 for Dynamics 365 Sales answers that challenge with a powerful set of AI-driven tools designed to make every seller more productive, every lead more qualified, and every customer interaction more impactful....

When it comes to manufacturing in Microsoft Dynamics 365 Business Central, one of the most foundational decisions you'll make is whether to operate on a Make to Order (MTO) or Make to Stock (MTS) basis. This decision has direct implications for cash flow, lead times, and how you configure your ERP system. In this fourth batch of our Mastering Manuf...

Organizations are constantly looking for ways to enhance efficiency, reduce costs, and maximize returns on investment (ROI). Microsoft Dynamics 365, coupled with AI-powered solutions, offers businesses a powerful toolkit to drive automation, gain insights, and optimize operations. Here's how you can maximize your ROI by leveraging these technologie...

Sales teams face increasing pressure to meet targets, nurture leads effectively, and maintain strong customer relationships. However, common challenges such as disorganized pipelines, lack of insights, and inefficient processes can hinder success. Microsoft Dynamics 365 Sales (CRM) provides powerful solutions to overcome these hurdles and drive bet...

Microsoft Dynamics 365 Business Central continues to raise the bar with each release, and 2025 Release Wave 1 is packed with enhancements that improve productivity, streamline processes, and boost usability—especially for finance and manufacturing teams. From automated payables to smarter production management, here are the most noteworthy features...

In today's fast-paced business world, data is everywhere. But having data alone isn't enough, it's what you do with it that makes the difference. That's where AI-powered insights in Microsoft Dynamics 365 come in, turning raw data into clear, strategic actions that drive business growth. AI-Powered Data Analysis: From Overwhelming to Actionable Org...

Dashboards in Dynamics 365 Sales provide a centralized view of key business metrics, making it easier for sales teams to track performance, monitor leads, and manage opportunities efficiently. However, out-of-the-box dashboards may not always align with your team's specific needs. Fortunately, Dynamics 365 Sales allows you to customize dashboards t...