Here at WebSan Solutions, we’ve had a lot of hands-on experience when it comes to implementing Microsoft Dynamics Software. From our experience, we’ve gathered five major problems a company would want to avoid in order to succeed in implementing Business Central.

1. Don’t have the IT department and leadership executives make all the buying decisions. Include other employees that will be actively using Business Central from the finance, operations, manufacturing and warehouse departments. They can provide constructive feedback to make Business Central work best with your current business processes. 

2. Give yourself time in the implementation process to go from the decision-making phase to the launch phase. If this process gets rushed, there's a high chance that the project won't be successful. Try implementing Business Central in smaller stages. Rushing the process would only create a lot of unnecessary problems and make employees feel overwhelmed.

3. Implementations, especially the more complex ones, can take up to half a year to be completed. Best practices would indicate that you need to come up with a plan. Putting a plan into effect will set the stage for where the business is headed, reduce any employee confusion and avoid running into problems.

4. If you don't invest in employee training, there's a risk of disrupting the implementation process. The process of upgrading to Business Central can be a frustrating time for employees. Keeping open communication about the implementation status and providing a substantial amount of training creates more involved employees. Make your employees feel more involved with this process and become more well-rounded when it comes to using Business Central.

5. Many companies neglect the importance of testing the newly installed software before the go-live date. Your employees need to test out Business Central before the go-live so they can bring attention to any technical problems and if everything is in working order. By missing this part of the implementation process, the system might not be ready for go-live and could result in an unsuccessful launch.

When it comes to implementing Business Central, there needs to be a plan put into place. If you avoid the five major problems listed above, your business will strive towards a successful implementation.

This webinar is a continuation of the Business Central Manufacturing series. In Part 5, we will examine the capacity setup that is required to run production planning with constrained resources. This webinar will focus on the following:

●How to set up capacity
●How to set up work centers and machine centers
●How to set up shop calendars and capacity calendars
●How to use registered absences
●How to use capacity journals

Date: Wednesday June 26, 2019
Time: 2:00PM - 3:00PM EST

Click Here to Sign Up for the Webinar Today!

Phishing emails are a form of fraud. These emails try to get personal information such as usernames, passwords, or credit card numbers. This is done by impersonating a reputable brand or person within an organization. If an employee opens a link that they don't recognize, it can be very harmful to your company. Start protecting your company by adding Microsoft 365 to your business and gaining an advanced level of security and threat protection. It's also recommended to educate employees on how to spot phishing emails to ensure that your business stays safe. Here are two tips on how to spot a phishing email.   

Check the Sender's Email Address 

There are so many emails that get sent to your inbox on a daily basis. Hackers can create a fake email address and select the display name that it will come from. Any from address that is not compliant with the RFC 5322 will be flagged and handled according to the phishing policy setup in Microsoft 365. When a suspicious email is received here are some things to watch out for:

1) Do you recognize the senders' email address, or it is a random string of letters? 
2) You will see that the sender is not someone you work with. 
3) There will be links that you are told to click on. The links will be to websites with malicious content, do not click them. 

Check for Spelling Mistakes in the Body of the Email and/or in the Send Address

Hackers tend to live in different parts of the world and may not have the strongest writing skills. They rely on online translators to help them write messages, which is great for translating but not necessarily for making text grammatically correct. It's common for a phishing email to have spelling mistakes and be grammatically incorrect, which could be overlooked. If an employee receives a suspicious email, they should ask these two questions to help spot if it's a phishing email or not.

1) Does the message contain grammatical errors an English speaker shouldn't have?
2) Is the email consistent with previous emails I've received from this person?

It's essential for a small business to have security in place to detect these emails before they can cause any harm. Microsoft 365 has an ATP anti-phishing protection to protect your business from any malicious phishing attacks. Microsoft 365 offers a lot of security and advanced threat protection that small businesses should have to run a safe and successful business.

Click Here to Learn More About Microsoft 365

This webinar is a continuation of the Dynamics 365 Business Central Manufacturing series. In Part 6, we will discuss how to process subcontract work in Dynamics 365 Business Central from setup until the work is finished. The webinar will also focus on the following:

• Overview of the subcontracting process in Business Central
• How to assign a subcontractor work center to a routing operation 
• How to use the subcontracting worksheet to issue purchase orders to subcontractors 
• How to review subcontracting ledger entries

Date: Wednesday July 31, 2019
Time: 2:00PM - 3:00PM

Click Here to Sign Up for the Webinar Today!

The admin user in Offer 365 can add, delete and even manage users using the Microsoft 365 admin center. To start creating users with the Office 365 Admin Portal it’s important that each employee has their own Office 365 license. After all the licenses have been purchased the admin users can start adding users one at a time. After completing all the steps below the user will have an Office 365 license, sign in credentials and an Office 365 mailbox.

Creating users in Office 365 is a straight-forward and easy process.  

1.       Within the Microsoft 365 admin center  

          a.       Look for the "Active users" tile     



          b.       Click on "+ Add a user"             
          
                  i.            The following side window will open asking for information about the new user is created                     



2.       Fill in the appropriate information and be sure to enter the product licenses before clicking the "Add" button.  

             ii. A user can be created without a license by clicking the last choice under Product licenses.  

As you can see adding a user into Office 365 is a very quick and easy procedure. Additional features for the admin user in Office 365 include but are not limited to: creating groups, managing resources and reviewing reports. Want to learn more about Office 365 and its benefits? Click the link below for more information.   

Click Here to Learn More About Office 365

Dynamics 365 Business Central Manufacturing Series Part II: Manufacturing Orders.

This new Manufacturing Webinar Series will provide you with an in-depth view of the extensive functionality contained within the Microsoft Dynamics 365 Business Central Manufacturing Module. Besides learning the functionality, you will also learn tips and techniques that will help make your implementation successful.
Topics of focus include:

•Routings and BOMs
•Production Orders and Statuses
•Produce Finished Products
•Reporting for Variance Analysis 
•Consume Components and Charge Labour to Production (Data Collection) 

Date: Wednesday March 27, 2019
Time: 2:00PM EST – 3:00PM EST 

Click Here to Sign Up for the Webinar Today!

Microsoft Dynamics 365 Business Central Manufacturing Part III: Forecasting and Planning Webinar!

This new Manufacturing Webinar Series will provide you with an in-depth view of the extensive functionality contained within the Microsoft Dynamics 365 Business Central Manufacturing Module. Besides learning the functionality, you will also learn tips and techniques that will help make your implementation successful.

Topics of focus include:
• Features of the production forecast functionality
• Integration between production forecasting and planning
• Forecasting by location, order tracking and forecasting setup

Date: Wednesday April 24, 2019
Time: 2:00 – 3:00 PM EST

Click Here to Sign Up for the Webinar Today!

Power BI 101 Series: Jobs Dashboard with Power BI

Let us guide you through the end-to-end process of building a Jobs Dashboard using Power BI in our upcoming webinar. Follow along as we walk you step-by-step, through connecting and importing your data into the dashboard. Some of the things you’ll learn from this webinar are:

Job profitability
Deferred revenue and work in process by job
Outstanding purchase order commitments by job

Date: Thursday January 24, 2019
Time: 2:00PM - 3:00PM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

As a current customer of Skype for Business, Microsoft is inviting you to make the switch to Microsoft Teams. The upgrading phase might take some time, but Microsoft is here to help and provide the right level of support and guidance every step of the way. There is never a one-size-fits-all-solution so Microsoft has created two pathways that customers can take. Continue reading to learn more about both pathways and which one would be better for your company.



Upgrade Basic: Is designed for smaller organizations that use Skype for Business for the IM (instant messaging) only or IM + basic meeting functionality. A company who requires a simple deployment can expect a timeframe of 30-45 days for the process to be completed. Microsoft has provided 10 steps for a successful upgrade of moving the entire organization from Skype for Business to Teams.

Step One: Notify your Key Stakeholders
Step Two: Prepare your organization for Teams
Step Three: Know your Skype for Business Users
Step Four: Notify your users that they’ll be upgrading from Skype for Business to Teams
Step Five: Activate the user upgrade notification
Step Six: Remind your users that they’ll be upgrading from Skype for Business to Teams
Step Seven: Upgrade users to Teams
Step Eight: Monitor Teams usage against your baseline
Step Nine: Measure user satisfaction
Step Ten: Maximize your ROI with Teams

Click Here for more information
https://docs.microsoft.com/en-us/MicrosoftTeams/upgrade-basic

Upgrade Pro: Is designed for larger corporations that require a more complex deployment such as with hybrid or voice. This route is divided into three different phases and will require a longer duration to complete the upgrade process. It allows the company to run Microsoft Teams alongside Skype for Business until Microsoft Teams is ready for the business. In order to ensure this is successful, Microsoft will also provide resources to prepare both technical and everyday users.

Click Here for more information
https://docs.microsoft.com/en-us/MicrosoftTeams/upgrade-pro

Pre-Upgrade: The Pre-Upgrade phase will prepare your company for Microsoft Teams. This phase will introduce Teams into your organizations' workflow by using Skype for Business and Microsoft Teams together. Allowing employees to begin learning how to use the Teams application. Employees will have a lot of time to test out Teams at their own pace and slowly start to migrate all their activities, contacts, and calendars. You’ll get to experience the value of Microsoft Teams and help your corporation speed up the process of Teams becoming ready for your company. Read the pre-upgrade checklist below to see if your organization is ready for the upgrade phrase:

Days 1-7: Create your upgrade plan to help ensure your organization is set-up for long term success
Days 8-15: Evaluate your organization’s readiness for Teams
Days 16-60: Run a pilot to confirm that your organization is read and inform your optimal journey to Teams
Day 60 until upgrade: Deploy Teams in coexistence with Skype for Business

Learn more about Microsoft Teams by downloading our whitepaper Microsoft Teams Cheat Sheet: Meet the Hub for Teamwork in Office 365. This whitepaper contains all the benefits of Teams and why you should make the switch. Find out why Microsoft has made Teams the primary focus for its intelligent communication platform.

If a business wants to be successful in this modern digital world, it must remain innovative. Operating as a fully digital firm goes beyond just having an electronic communication system installed. It’s about running the company using ERP software to streamline the business and create B2B integration. In this new digital era, the demand for B2B integration is on the rise and is turning into a requirement in order to work with most companies.

Electronic Data Interchange (EDI) is the computer-to-computer exchange of business documents. It allows businesses to send documents to one another using an electronic format. This standard template can then be read by different systems to locate information. The most common documents that are sent using the EDI template are purchase orders, purchase invoices, advance ship notices, bills of lading, inventory documents, shipping documents, payment documents, and even some custom ones.

The Benefits of EDI

Reduced Costs
By sending a document using EDI, a company can reduce its costs on printing, reproduction, storage, filing, and document retrieval. This also frees up the individual to focus on more important tasks.

Improved Data Quality
One of the most common areas for human error is data entry. By using EDI to import the data from the document into the system, there is less room for error resulting in better data quality.

Shorter Business Cycle
Companies using EDI will have a shorter business cycle because they receive the documents quicker. A transaction that use to take up to five days to complete can now be completed within an hour. Orders and payments will be processed a lot quicker which will increase the cash flow of the company.

Improved Data Security
EDI is a secure way to transmit data from one computer to another. Encryption and decryption programs along with passwords are used to ensure that the data is safe while being transmitted.

Ease of Auditing
Since EDI is transmitting all the data into the system, there is less room for any errors so therefore auditing will become much easier. Reports can be created for all the EDI transactions and then presented to the auditor, making the whole auditing process quicker and easier.

Strategic Business Benefits
Adding EDI into your current Dynamics GP environment will strengthen businesses and create strategic business benefits. Using digital transactions, businesses can always be up-to-date with all the transactions statuses. This knowledge will help the business to make better and faster business decisions going forward.

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Build better relationships with Dynamics 365 for Customer Engagement

Our Build better relationships with Dynamics 365 for Customer Engagement webinar will give you the foundation needed in order to learn more about Microsoft Dynamics 365 for Customer Engagement. See how easy it is to build relationships with CRM data located in an easy to use platform. This data can then be displayed using the Embedded Insights Navigator and then used to improve the current sales process. Attend our webinar and learn about this and other functionality for Microsoft Dynamics 365 for Customer Engagement such as:

•Customer Service Hub
•LinkedIn Sales Navigator
•Outlook Integration

Date: February 27, 2019
Time: 2:00PM - 3:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Microsoft Dynamics 365 Business Central: Manufacturing Series Part I Manufacturing Concepts

In this webinar we'll be providing an introduction to the Manufacturing Module in Microsoft Dynamics 365 Business Central. The manufacturing process is done in multiple steps and requires some initial set up. This webinar will provide all the groundwork needed in order to start converting materials into produced end items. Some of the items covered in this webinar are;

•Items and Master Data
•BOM/Routing
•Production Orders

Date: February 26, 2019
Time: 2:00PM - 3:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Microsoft Power BI can help company owners take a closer look into their business using stunning dashboards and visuals. They can also be optimized to locate and display only the most critical data. This data can then be used by company owners to review and streamline their business processes wherever it may be needed.

There are a large variety of data sources that connect to Power BI, and the list is continuously being updated. This data can then be altered and placed as a visual, measured or calculated column and then is added to a dashboard. It’s possible to share this information with colleagues at work by granting them access right from within Power BI.

These are six main components that make Power BI into such a strong and powerful tool.

Power Query: Importing and formatting the Data
The Power Query allows you to import data from sources such as SQL Server, Oracle, MySQL, DB2, and the list goes on. It can also extract data from multiple file formats such as CSV, Text, and Excel. The imported data can be formatted by adding columns, charts or any other visuals onto the dashboard.

Power Pivot: Relationship Creating Tool
Relationships can be created using the Power Pivot function inside Power BI. Power Pivot is a powerful tool used to review data and create visual data models. To link tables together, Power Pivot can analyze the databases and see if the tables have any matching data inside. This function also allows the user to create calculations using the data, such as a calculated column or a measurement.

Power View: Data Visualization Tool
Power View is used to transform the data into interactive charts, graphs, maps, and other visuals. These visuals will only display the most important data since the data can be filtered using Filter Panes, slicers, and cross-filters.

Power Map: 3D Geospatial tool
The Power Map feature is used to create charts for Geospatial data into a 3D visual. Using the Geospatial users can display a metric visually on a map using visuals or even a heatmap. The maps are connected to Bing and are constantly refreshing to display real-time data.

Power Q&A: Answering and Question search engine
Users can ask the Q&A any questions regarding the data and get the quickest answers. Make sure to use natural language that the system would understand such as “Number of Products by Location.” Click Here for a list of words and terminology that Power BI Q&A recognizes.

Microsoft Power BI has six main components that make it such a powerful tool. It has become one of the most popular programs amongst small business owners to analyze their data. Watch this “Power BI 101 Webinar” video that goes beyond just the fundamentals of Power BI. This video will demonstrate how to create a dashboard using Power BI.

Power BI 101 Series: Sales Reporting Dashboard with Power BI Webinar

In the third part of our webinar series, we’ll be demonstrating how to build a Power BI sales reporting summary from scratch. The sales dashboard will provide not only an overview of your business’s sales performance but also make it easier to drill into sales performance analytics. You will learn all the steps needed to connect your sales data from within Microsoft Dynamics and transfer it into Power BI. Watch us step-by-step as we show you all the calculations needed to make a sales reporting dashboard. By the end of this webinar, we'll show you how to create the following:

1.Sales by Product Line
2.Customer by Location 
3.Sales by Customers 
4. Top Salespersons 

Date: Wednesday November 14, 2018

Time: 2:00PM-3:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

What’s new in the October 2018 release webinar for Business Central?

Back in October, Microsoft launched a massive update for Business Central and we want to tell you all about it. In this webinar, we’ll be reviewing the updates and demonstrating how they can change the way you run your business. We’re excited to share the newest updates in Business Central and keeping everyone informed of the latest industry news. Some of the updates that we’ll be discussing are:

1.New Search Experience
2.List enhancements and smart list smart list-type functions
3.New G/L entry user experience 

Date: Wednesday November 21, 2018

Time: 2:00PM-2:30PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Power BI 101 Series: Purchasing Dashboard with Power BI

Join our Webinar and learn how to create a Purchasing Dashboard with Power BI for your business. In this webinar, we’ll be showcasing all the different tables, connections, and calculations needed for this dashboard. Have instant access to accurate and detailed information such as the open PO commitments or purchase orders with line details. View all your key metrics and KPI’s in a single dashboard and drill into them such as the vendor spend by a period. This dashboard is meant to ensure your business can monitor and discover any spending trends.

Date: Wed Dec 19, 2018
Time: 2:00PM-3:00PM 
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

The reign of Skype for Business is coming to an end as Microsoft turns its focus on its newest vision for future intelligent communication, Microsoft Teams.

Microsoft had made Skype into a very successful communication platform since its purchase back in 2011. The application was characterized as the most reliable and easy to use communication platform and was very successful in both the business and consumer markets.
Skype for Business is going to be replaced by Microsoft Teams as its primary communication hub in the Office 365 suite. Microsoft Teams offers plenty of features that will allow businesses to communicate with one another easily and efficiently. Microsoft is going to grow this platform into something even bigger than Skype for Business.

With the Skype-to-Teams customer experience journey, you can see that by the end of 2018 Teams will offer the same features as Skype for Business. Corporations can begin the transition from Skype for Business over to Microsoft Teams, by using both platforms together. Microsoft recommends for firms to use Skype for Business and Microsoft Teams side-by-side until your company can solely rely on Teams.

Current and Updated Skype for Business to Microsoft Teams Capabilities Roadmap https://aka.ms/skype2teamsroadmap

Learn more about Microsoft Teams by downloading our whitepaper Microsoft Teams Cheat Sheet: Meet the Hub for Teamwork in Office 365. This whitepaper contains all the benefits of Teams and why you should make the switch. Find out why Microsoft has made Teams the primary focus for its intelligent communication platform.

Download our Whitepaper on Microsoft Teams Click Here to get started today

The Professional Services Tools Library (PSTL) can be implemented in your Microsoft Dynamics GP environment very quickly. This add-on contains a large assortment of 25+ free tools for any business wanting to increase their business productivity. These modules are listed below;

• Database Disabler – Allows the administrator to block users from logging into a company. The company will not appear in the list of companies when logging in to Microsoft Dynamics GP until the administrator unblocks the database.

• Shortcuts Copy – Use this tool to copy the shortcuts options from one user to another user.

• Update User Date – The Update User Date utility automatically updates the user data in Microsoft Dynamics GP to the next date at midnight each day. This is useful if Microsoft Dynamics GP is left running overnight.

• Menu Inquiry Utility – Shows windows that are enabled and visible in Microsoft Dynamics GP.

• Account Modifier / Combiner – Change a single or multiple account number(s) into new account numbers. Combine all of the open and historical data from two account numbers into one number or combine a range of numbers.

• Checkbook Modifier – Allows the change of an existing checkbook ID to a new checkbook ID.

• Fiscal Period Modifier – Use the Fiscal Period Modifier to change fiscal year definitions and reset data in the open and history tables. See detailed instructions before using this tool. Clicking on Setup Periods button removes previous year’s definitions.

• GL Master Triggers – Keep the account numbers in sync between company databases. Add an account number to one database and it automatically replicates to other assigned databases.
  
  

• 1099 Modifier – If the vendor was not set up as a 1099 vendor, can be used to update the records.

• PM Master Triggers – Adds new vendors to additional selected company databases.

• Vendor Combiner – Use the Vendor Combiner tool to combine a current vendor ID with another existing vendor ID.

• Vendor Modifier – Use the Modifier tool to change an existing vendor ID or range of vendors to a new vendor ID. All work, open and history transactions are moved to the vendor ID.

• Vendor Name Modifier – Use this tool to change the vendor name.

• Minimum PO\Receipt Number – Stops Microsoft Dynamics GP from looking backward for unused document numbers.

• POP Cost Defaulter – Defaults the current cost or the standard cost from the item master card instead of from the Item Vendors record.

In today’s digital banking system, transferring EFT or ACH files to/from your bank has become a key element of any modern business. The EFT for Payables module for Dynamics GP will give your company the ability to automate this process entirely within your existing Dynamics GP environment. Proper utilization of the EFT for Payables module will increase productivity and reduce manual cheque processing.

 
• Learn more about the EFT for Payables module for Microsoft Dynamics GP.
 
• Eliminate costs associated with postage
 
• Stakeholder has grown accustomed to-the convenience of this immediate payment method. 
 
• Further, it is more environmentally friendly.
 
• More secure than a cheque payment.
  
  

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The Fixed Assets module for Dynamics GP helps your business improve its asset management by automating the accounting processes surrounding your property. You can use Fixed Asset Management, to set up, enter, and maintain asset records. When necessary, you can add insurance and user-defined information and create additional records for each asset, including investment tax credit information and lease information.

Simplify the depreciation process with modification, recalculation, averaging, comparison and projection capabilities.

Capture asset information in multiple books, allowing depreciation to be tracked under different methods for alternative reporting needs.

Provides accurate and accessible information – capture changes necessary for tax and financial reporting purposes.