Dynamics Integration With O365 Productivity Tools Webinar
Join our webinar on “Dynamics Integration with O365 Productivity Tools“ happening on Wednesday June 27, 2018 at 11:00AM – 11:30AM EST. See how your business can become more productive using the O365 suite and integrating it within Microsoft Dynamics 365 Business Central. Seamless communication with out of the box solutions including,
O365
SharePoint
OneNote
Power BI
Microsoft Teams
OneDrive
Office Lens
Exchange
Microsoft Dynamics 365 Voice of the Customer – Reach Out and Engage Your Customers
Measure Satisfaction. Improve Customer Relationships. Gauge Customer Needs. The Voice of the Customer Solution for Dynamics 365 provides these capabilities, and so much more! Through the creation of surveys, connect with your customers to gain insight into how they rate your support; understand their needs to align with product offerings; measure feedback on conference attendance; gauge interest on topics; enlist product testers…the list is endless for how surveys can be utilized. Along with surveys, the Voice of the Customer solution enables you to measure the feedback which is returned and provides various functionalities for action to be taken.
This session will focus on the following:
LinkedIn Sales Navigator is an enhanced social selling tool which learns from your behaviors and preferences to recommend viable prospects. Not only that it also feeds you information which can help you enhance your current connections, and give you insight into new potential connections. Partner this tool with Dynamics 365, and you are off to the races, providing you with integrated tools which allow you to have all the information you need in one place.
Topics of Interest:
· What is LinkedIn Sales Navigator
· Leverage the feature set of LinkedIn Sales Navigator
· CRM Widget - Company and Member Profiles embedded in D365 records
· CRM Sync - Bi-Directional Sync between D365 and LinkedIn Sales Navigator
Date: Thursday, April 26, 2018
Time: 11:00AM EST - 11:30AM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!
Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner
Has your business grown to the point where it’s too much for you to handle your own finances? If this is the case, you must be wondering if it would be better to hire a bookkeeper or an accountant. Gaining a better understanding of both professions will help paint a better picture of who you should hire. Both positions will be responsible with managing your finances, but each one will contribute differently to the company’s accounting objectives.
Bookkeeping is more of the administrative role of the company’s accounting process but is still a key component. Daily tasks include collecting and sorting, through the receipts and invoices then inputting the required data into the general journal. The bookkeeper would have to maintain the general ledger on a constant basis and monitor the ongoing finances of the business. Additional responsibilities for the bookkeeper are but not limited to;
Recording Transactions
Processing Invoices, Receipts, Payments
Processing and Maintaining Payroll System
Reconciling Accounts and Preparing Reconciliation Reports
Managing Accounts Receivable and Accounts Payable
Calculating HST
Preparing and Lodging BAS
Tax Preparation
Bookkeeping is only half of the accounting process. An accountant helps business owners make better financial decisions. The accountant has a more of an analytical position and will create reports based on past financials performances. These reports are generated from the financial reports that the bookkeeper has created during a specific time. Their accounting certification (CPA, CGA, CMA, CA) and strong financial background makes them best suited to provide feedback and advice for the company’s future objectives. Other responsibilities of the accountant are but not limited to;
Financial Projections
Future Financial Elements
Preparing Adjusting Entries
Preparing Company Financial Statements
Analyzing Costs of Operations
Auditing
Business Establishment Assistance
Financial Management Advice
Taxation Advice and Planning
Assets = Liabilities + Equity
At the end of the company’s reporting period, a snapshot is taken of the company’s financial health. A balance sheet allows owners to get a glimpse into the company’s financial standings. The balance sheet is one of the three primary financial statements that business owners use. It allows owners to get a glimpse into the company’s financial standings and see what the company’s financial position is. It shows what assets are owned, which liabilities are outstanding, and any equity that has been made.
Assets
Assets are the things companies own and are categorized into two categories; current and non-current assets. Current assets are defined as cash and any other asset that will be turning into cash within the company’s operating cycle. Assets are the top part of the balance sheet and will be listed in the order of liquidity. Liquidity meaning that this item can be turning into cash quickly. An example of what order current assets would appear on the balance sheet is; cash, temporary investments, accounts receivable, inventory, supplies, and prepaid expenses.
Non-current assets are not intended to be turned into cash with the company’s operating cycle and are what the company owns. They’re the fixed assets such as office equipment, building property, land, long term investments, stocks and bonds.
Liabilities
Liabilities are financial contracts that require a payment of cash for compensation. Liabilities are also categorized into two categories; current and non-current liabilities. Current (or short term) Liabilities are obligations that are to be paid within 12 months or expected to be paid off within its normal operating cycle. Some examples of current liabilities are accounts payable, wages, and rental payments.
It’s vital to capitalize on opportunities and convert leads successfully in order to run a successful business. Relationship selling is a must, and Microsoft Dynamics 365 for Sales is there to help. The customer wants to feel appreciated and their business makes a difference. Finding someone to sell them something is easy, but what they really want is someone to guide them to make the best decision. It’s your duty to build rapport with the customer to uncover their needs, and remember, no two customers are ever the same.
As your company continues to grow, this statement will become more and more accurate. New opportunities are always going through the funnel and you need to make sure that you’re ready with the right tools to assist all the new and existing customers. Microsoft Dynamics 365 for Sales allows you to create individual records for each of your opportunities. This allows you to follow-up with your customers in real-time and makes sure you capitalize on all opportunities, so none fall through the cracks.
Microsoft Dynamics 365 for Sales allows you to create profiles for each opportunity and then organize them accordingly. Once the opportunity has been created, you can document and record all of the interactions, notes, and reminders you might need to re-engage in the future. No matter where the opportunity is in the sales process, tasks and events can be crated on the spot to remind you when to reach out to the customer again.
Having a Microsoft Dynamics 365 for Sales system in place will help your company not only organize your leads but make sure to capitalize on each opportunity. If you wish to take a test drive of this system, please visit our free CRM demo http://www.websan.com/demo/dynamics-crm and see what this system can do.
Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner
Engage team members across your entire organization and fuel some friendly competition around the water cooler with Microsoft Dynamics 365 Gamification!
Gamification is the idea of using ‘gaming’ to turn work into play. And Microsoft Dynamics 365 Gamification does just that by engaging and motivating people to achieve their goals through friendly competition. Not only is it a fun way to lighten the mood around goal setting, gamification is also shown to lead to increased organizational performance, productivity, and adoption of business applications.
So what are you waiting for…Ditch the spreadsheets and launch a new approach to setting and meeting (and ultimately exceeding) sales and service goals!
The webinar will focus on the following:
Date: Thursday, January 28, 2018
Time: 11:00 am – 11:30 am EST
Most companies have two main parts for their customer lifecycle; customer acquisition and service delivery. During the customer acquisition phase, the salesperson is very active in gaining the customer’s trust, after the customer decides to purchase the service/product, it’s your job to provide value, and trust that has been promised to them, this opportunity can be changed to won within your Microsoft Dynamics CRM system; however, if they didn’t follow through with the purchase they became a lost opportunity. During the service delivery phrase, the product/service is being delivered, and then there is no more interaction with the salesperson they trusted, but instead systems, automatic emails, and customer service.
The point here is that after the customer purchased the product/service, the salesperson has an opportunity to nurture their clients and turn them into long-term clients. They didn’t just buy the product or the service; they also bought the trust and bond that that was established through time, and this relationship should not be taken for granted. The moment a customer feels like their trust has been violated they’re going to look elsewhere for their products/services.
In Microsoft Dynamics for Sales once an opportunity has turned into a won-opportunity the company name can be added as an account. The actual client is added as a contact, and future interactions are quick and easy. Sending them personalized emails right from the system to check in on them, make sure the product/service is working out, and how you can help them in the future. When you use Microsoft Dynamics for Sales, there is no reason why any customers, new or old, ever feel like their left in the dark. If you wish to take a test drive of this system, please visit our free CRM demo http://www.websan.com/demo/dynamics-crm and see what this system can do.
Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner
WebSan Solutions, largest Canadian Cloud Dynamics GP Partner, has been named a 2013 VAR Star by Bob Scott’s Insights magazine. http://bobscottsinsights.com/
The Top 100 are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning and accounting software.
The selection of mid-market accounting software resellers for Bob Scott’s VAR Stars rest on one basic principal: quality, not revenue, as the deciding factor in picking the 100 businesses that are selected for this honor.
A variety of criteria go into the definition of quality including including awards resellers have received from vendors, such as the Microsoft Dynamics President’s Club and Inner Circle, Million Dollar Club and Chairman’s Club of Sage North America. Other factors involved in the selection include performance, contribution to the industry and reputation.
“We are pleased to be recognized as a Top 100 VAR” said Andrew King, Managing Director.
Customer Relationship Management (CRM) has been a growing trend in the last couple of years. Any business owner knows that your sales team is only as good as the tools and the people it employs. Dynamics CRM is the right solution for your unique business needs because your sales team is able to market and sell your goods or services efficiently and effectively.
Sales people need a way to monitor, track and record sales force automation, marketing campaigns and funnel management. Microsoft Dynamics CRM 2013 focuses on 5 aspects of the sales cycle: Sales, customer care, marketing, social and technology.
Here is a list of benefits that Microsoft Dynamics CRM 2013 as to offer:
At WebSan Solutions, we offer robust, integrated end-to-end software solutions for managing your business.
Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner
If you have a lot of data that doesn’t quite fit into one of Dynamics CRM 2011’s existing entities, you may decide to create your own custom entity and fields to house that data of yours. If you take this route, don’t waste your time building the entity and creating all of your fields ahead of time! Instead, you can use CRM 2011’s Import Data Wizard, which allows you to create entities and fields on the fly as you import the data for this new entity.
After selecting the file you want to import in the Import Data Wizard, you will reach the Map Record Types step of the Wizard – here, you can select to “Create New” Dynamics CRM Record Type, which will prompt you for more information to create the new entity within the Wizard. Next, you’ll reach the Map Fields step – here, you can dynamically create new fields for each column in your import file (or ignore fields that you don’t want to bring into CRM). While doing so, it even defaults the Field Name to match the column header from your import file, so all you really have to do is select the type of field that it is. And if that wasn’t enough – if you select “Option Set” as the field type, the Wizard will automatically create values for your option set based on the unique values in that column of your data file! The only thing left to do at this point is to set any additional options on your new entity as necessary and configure the entity form that will be used to manage the data – both of which can be done through the usual customizations window.
So if you find yourself needing to create a new entity along with having to import your data into this new entity, save yourself some time by combining both steps into one using this helpful trick in the Microsoft Dynamics CRM 2011 Import Data Wizard.
Rahim Jiwani is an Implementation Lead at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact Awards Finalist. Rahim can be reached at
When developing Dynamics GP customizations in our WebSan environment, our development phase is contained within a local server configuration to ensure that all modifications to the forms and reports dictionaries are local and will not affect our hosted users. However, there are a few more items to note when separating a development from a production environment.
When enabling and granting access to modified forms and reports in GP, administrative users would navigate to the Microsoft Dynamics GP menu >> Administration >> Alternative/Modified Forms and Reports and grant access to the modified item by selecting the ID, Product, and Type (Windows: Forms or Reports), then checking the box beside the version they would like accessible:
The ID field at the top of this window is used to specify which group of users has access to the forms and reports chosen in the list underneath. Users are assigned an “Alternate Modified Forms and Reports ID” in the ‘User Security’ window:
TSQL doesn't handle multiple transactions very well. In fact it doesn't handle it at all. So what do you do when you have nested stored procedures, all which require transaction handling?
TSQL has a built in function that will return the number of BEGIN TRANSACTION statements that have been called on the current connection.
@@TRANCOUNT
Using this you can choose whether to begin a transaction or not based on the value it returns. If it returns a number greater than 0 then you are currently in a transaction.
However if it returns a 0 then there were no other transactions and you are free to start one. The best way to do this is to set a variable that indicates if a transaction is needed, since when you start your new transaction and you try to check again when you need to do a rollback or commit, @@TRANCOUNT will not return 0 since you recently started a transaction.
Setting up EFT (Electronic Funds Transfer) to make payments within Dynamics GP 2010 is a useful feature many clients aspire to take advantage of. As with any organization from a small to large scale, manually writing cheques to make vendor payments is both time consuming and not efficient. As such, Microsoft has made the EFT process easily accessible for setup and processing to save time and make payments easier. Setting up and generating EFT at a high level requires the following setup within GP:
Important Notes for EFT Setup:
For more information on EFT processing within Dynamics GP including setup & configuration, contact
By: Praveen Parameshwaran, Application Specialist, WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist
WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider, has been recognized as one of Canada’s top 100 Solution Providers in 2012 by Computer Dealer News (CDN). WebSan has over a decade of experience in Enterprise Software solutions, business and financial accounting software.
The list was announced April 16th, 2013 at the Top 100 Solution Providers Awards Gala. CDN is the voice of Canada's IT channel community for more than 25 years and defines an information technology solution provider as an organization that resells computer hardware, software or peripheral products along with providing IT related professional services, support services, consulting in a cloud or on-demand environment, on-premise fashion or as managed service.
“WebSan Solutions Inc. of Toronto makes the CDN Top 100 Solution Providers list this year and with that they join an exclusive club of the best technology minds in the country. WebSan really made a name for itself this year by offering cloud services based on Dynamics GP. They are part of a group of young and up-and-coming cloud specialists that CDN has noticed on the Top 100 list over the last few years,” said Paolo Del Nibletto, editor and associate publisher of CDN – Computer Dealer News, Canada’s No. 1 IT Channel Publication and Web site.
“We are very pleased to have made the list this year.” says Andrew King, Managing Director, WebSan Solutions Inc. “Our relentless focus on customer service and growth has enabled us to reach this milestone. More and more small to medium businesses our choosing our Cloud Dynamics GP Accounting solution for ease of use and cost every day.”
To view the list of the top 100 Solution Provider click here: http://www.computerdealernews.com/top-100-solution-providers/top-100
Each week, the Globe and Mail seeks out expert advice to help a small or medium-sized company overcome a key issue. WebSan’s challenge was: How can WebSan persuade its clients to take training and implementation more seriously while preserving good business relationships?
We had three experts give us advice, and they came up with the following:
Make a case
Spend time with the senior management of its clients to press the importance of both sides adhering to the original training schedule.
A different financial solution
As Cloud technologies continue to evolve, more and more software buyers are seriously evaluating software as a service (SaaS) solutions against on-premise offerings. While there are many factors that influence which deployment model is best for any particular business (e.g., ability to manage IT internally and speed of deployment) the cost of the system is often a key factor. But comparing the true cost of a Cloud-based system against an on-premise system can be time-consuming and is often a complex undertaking.
For instance, most buyers understand that on-premise licenses are typically purchased with a large, upfront investment and SaaS licenses are purchased for a relatively cheaper subscription price. But many forget to consider the total cost of ownership (TCO) of their investment. That is, they don’t look beyond the licensing costs to consider how other factors such as the need to customize the software and integrate it with existing applications can influence the TCO of their software purchase.
Even then there are intricacies like maintenance and support and training requirements that can make creating an apples-to-apples comparison of the TCO on-premise and Cloud software difficult. If you’re not a seasoned veteran in modeling all these costs, comparing them can become overwhelming.
To help buyers ballpark the true costs of each software model, Software Advice--a research firm that reviews and evaluates enterprise systems--created an interactive TCO calculator that software buyers can use to compare SaaS against on-premise software over a 10-year ownership period.
The calculator models annual and cumulative costs over this time period and shows buyers at which year of ownership the TCO of a SaaS system will equal that of an on-premise solution, based on user inputs. Although the data comes pre-populated with an example case, users can override every value to see the impact that changing any particular value will have on the TCO as a graph at the top of the calculator automatically refreshes after each update.
Still wondering what choosing Microsoft Dynamics GP ultimately means for your business? Our clients who have adopted Dynamics GP often mention terms such as Value Added, Productivity, Familiarity and Innovation within days of implementation and it’s easy to see why.
Exceptional customer experiences begin with the people who make your business possible. By providing these very people with the right tools to boost their productivity and in turn increase their value added activities, they will ultimately help your organization to achieve your goals and generate maximum return. These very tools are found in Microsoft Dynamics GP. Reducing administrative overhead and the redundant tasks costing your business daily only begin to describe the advantages your business will experience. Dynamics GP will justify your existing technology investments with its seamless integration capabilities and will help to streamline your business processes with a fast, easy configuration that doesn’t require writing any new code.
Who’s going to help you make this important transition in your business life cycle you ask? WebSan Solutions Inc. will help support your transformed business processes using Dynamics GP by providing you with exceptional support and training wherever and whenever you need it. We work hard to understand your business and provide you with support solutions to once again ensure your business is optimizing its functional capabilities.
Contact WebSan Solutions Inc at
Praveen Parameshwaran is a Dynamics GP Support Specialist capable of assisting companies with a wide variety of business challenges.
Implementing a new ERP Software is a time for new learning experiences and challenges. There are some common mistakes that you want to avoid when implementing ERP software, remember this list so you can become a hero and not a victim of poor planning.
Mistake 1: Not selecting the right vendor
Browsing through a vendor’s website can’t determine if they are right for you. Call the company and speak with someone, this gives you the chance to ask questions about the company and their services. Don’t forget to ask for references so you can hear more than one opinion of the vendor.
Mistake 2: Not taking advantage of all the features that you are paying for!
For any kind of service you pay for, be mindful of what’s included. If you are unaware of a feature that you have but never use, just ask!
Recently I had the opportunity to interview Jon Rivers. In this interview he discusses his book, current projects and his views on user problems.
In a short summary what do you describe your job is?
I am currently the Channel Partner Manager at Data Masons Software an EDI ISV solution provider who helps to solve the EDI needs of clients who are running Dynamics GP, AX or NAV. When I am not helping the partners I am managing all of our Social Media outlets if that be our Blog, Twitter or LinkedIn accounts.
You can also find me presenting at Dynamics-focused conferences, educational forums and Web events, including the annual GPUG Summit, AXUG Summit, NAVUG Forum, Microsoft Convergence and numerous regional user groups.
How long have you’ve been in the Microsoft Dynamics GP Industry?
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