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Microsoft Dynamics GP 2015 R2 was released in the beginning of June. Set to target small to mid-sized businesses, the release brought in new functionality that was unavailable in previous releases. Here are some notable features that the release offers:

1. Ability to Display Debits Before Credits

Under the account transaction reporting options, the debit column is now displayed before the credit column by default.  This new feature applies to SmartLists, Excel reports, database tables and views where the reports are based on.

2. Email Capability on All Sales Order Document Formats

For any document format, users now have the email option for all Sales Order documents when printing from the Transaction Entry Window, Print Sales Documents window, and Navigation Lists.

3. Self Service User Tasks

The Self Service user type gives limited access to the system for users who want a more cost effective way to perform tasks such as entering project time and expenses, creating a requisition or entering payroll time. Task and role assignment can now be more efficient as this feature includes Employee Self Service Security Roles that allows the user to filter security tasks for each user type.

4. All in One Document View

Users can now save time searching for information from a purchasing document. The feature allows users to view relating purchasing documents in a single window that can be accessed from the Vendor Maintenance window, Navigation lists and the Home Page. By default, the user’s most recent documents will appear on the window and navigation buttons provide the ability to see the next set of five transactions.

5. Combine General Ledger Inquiry

Inquiry windows have been consolidated in GP 2015 R2’s General Ledger. This feature allows users to view open and historical information within the same window as the Summary Inquiry, Detail Inquiry and Account Summary. Drill-backs and Go-To’s are now displayed in a single window, enabling the user to easily view data instead of having to choose one window over the other. 

Click here to learn more about Microsoft Dynamics GP and WebSan's GP offerings!

 

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

View our free webinars Read more about Hosted Dynamics GP Download a FREE Demo

When evaluating an ERP software and choosing a partner that will provide implementation, it’s important to consider how well both can support your organization’s needs. Along with our ERP Assessment, which measures how well an organization is optimizing their ERP software, WebSan’s ERP Whitepaper is a valuable resource that will give insight into ways an organization can benefit from a new ERP system.

The “27 Powerful Questions to Ask ERP Providers Whitepaper” addresses a variety of topics, including possible business opportunities, security and risk, implementation, training and support and scalability. The different sections of the ERP Whitepaper aim to provide information that will give an overview of the ERP software, data ownership, additional resources, tech support, and system updates.  

Download our free ERP Whitepaper and learn how you can improve efficiency and make better business decisions with the right ERP software. When you download our free ERP Whitepaper, you can take our free ERP Assessment and gain access to our Microsoft Dynamics GP and CRM demos! 

Click here to download our free ERP Whitepaper!

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

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Come July 14, Microsoft is set to end support for Microsoft Server 2003. After this date, Microsoft will no longer provide security updates, fixes or online support for Windows Server 2003. Businesses across Canada who choose not to upgrade could leave themselves and their customers exposed to security risks, increased compliance, electronic data loss, hackers and may lose the ability to accept credit cards.

According to Microsoft Canada, big companies would take about 150 to 200 days to upgrade its servers. While migrating to an updated operating system comes with some challenges, the gains would ultimately outweigh the risks that not upgrading would pose to businesses and customers. Businesses should see this as an opportunity to modernize infrastructure or consider hosted options for securing data.

Microsoft Canada suggests that customers can either upgrade and migrate to a new server software (such as Windows Server 2012 R2) or use cloud services which would cost less than a migration, reduce hardware and still provide adequate protection.

For businesses considering hosted services on the cloud, WebSan Solutions offers Microsoft Dynamics GP and CRM which allows for rapid deployment, low total cost of ownership and a robust solution that scales and grows depending on a business’ needs. Reduce the number of days it would take for your business to upgrade by switching to one of WebSan Solutions’ Microsoft Dynamics GP and CRM offerings.

Click here to learn more about Microsoft Dynamics GP and CRM

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence.

MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Download a FREE CRM Demo

On Thursday, May 28th, WebSan will present a webinar that will feature fascinating Microsoft Dynamics CRM Tactics that can help your business grow. The webinar will highlight the sales area, data that will comprise charts, different types of dashboards and tips on how to use visual data to drive your sales process.

The free webinar will discuss valuable concepts and processes such as the business process flow, global search and goal setting. A rundown of timesaving tips to help users make the most efficient use of their resources when navigating through CRM will also be given in this webinar.

Our CRM webinars have been some of our most requested, so register below to reserve your spot and take part in this webinar!

Register for Microsoft Dynamics CRM Tactics Webinar on May 28, 11 AM EST

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

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WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider has moved to a new office that offers a bigger and brighter workspace. The new office space will support a significant expansion of WebSan’s team and the growth that the Canadian company is continually experiencing.

The previous office space that the company occupied had limited space which could no longer support the increase in WebSan’s team. As WebSan continues to experience business growth, an expansion in office space was a natural next step to better accommodate the team’s needs and an increase in new clients.   

Over the past year, WebSan has acquired a substantial number of new clients and particularly strengthened its Dynamics CRM practice.

“Our team is excited about expanding our office space to accommodate WebSan’s growth. The new office space will not only allow us to better serve our customers, but also reflects our progression as a company,” said Andrew King, Managing Director of WebSan Solutions Inc. 

 

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Thursday, 07 May 2015 17:59

The Value of an ERP Assessment

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Purchasing ERP software is a major investment for any organization as it is one of the most important technologies used to manage business functions and processes.  For an organization to determine if they are optimizing their ERP software’s capabilities, taking an ERP Assessment will prove to be extremely useful.

An ERP Assessment is used to evaluate the capabilities of an organization’s current ERP system. A valuable ERP Assessment will help determine whether an organization’s team is equipped with the tools and information it needs to function effectively and find out whether or not the organization’s ERP system is meeting the business’s needs.

An ERP Assessment will look into different aspects of the organization, such as system integration, quality of received data, use of Microsoft Excel, budget, and dependence on paper forms and templates.

Understanding how an organization utilizes their ERP system will provide insight into possible opportunities, potential risks, and areas that require improvement.

Take our free ERP Assessment and learn how you can best leverage your ERP software. When you take our free ERP Assessment, you will gain access to our free Dynamics GP and CRM demos and an ERP whitepaper!

Click here to take our free ERP Assessment!

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence.

MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Download a FREE CRM Demo

Microsoft Dynamics CRM 2015 was designed to address businesses’ needs to collaborate among different divisions and groups within the organization, and to meet the changing needs of their customers. In line with this release, WebSan will offer a “Top 5 Features in Microsoft Dynamics CRM 2015” webinar on Thursday, April 30, 2015 at 11 AM EST.

The free webinar aims to offer attendees insight into the key features introduced and understanding of the advantages of upgrading to Dynamics CRM 2015. Some of the features that will be discussed in the webinar include: global search, calculated and rollup fields, hierarchy visualization and nested quick create forms.

This webinar has been one of our most requested training sessions, so register below to reserve your spot and take part!

Register for “Top 5 Features in Dynamics CRM 2015 webinar” on Apr. 30, 11 AM EST

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

View our free webinars Read more about Hosted Dynamics GP Download a FREE Demo 

On April 23rd, WebSan will present Part Three of the Manufacturing webinar series for Microsoft Dynamics GP, which will focus on machines, labour codes and work centres. The webinar is a continuation of WebSan’s Manufacturing series, where Part One featured Manufacturing concepts, and Part Two discussed Items and Bill of Materials.

Part Three of the webinar series aims to teach attendees about work centre terms, tips and techniques to assign employees and machines to a work centre, and how to enter, edit and/delete machine records and labour codes.

The Manufacturing module continues to be one of our most popular webinar series, so register below to reserve your spot and take part in this webinar!

Register for Part 3-Machines, Labour Codes and Work Centres on Apr. 23, 11 AM EST

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

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 2014 by Computer Dealer News (CDN). WebSan has over a decade of experience in Enterprise Software solutions, along with business and financial accounting software.

The list was announced on April 15, 2015 at the Top 100 Solution Providers Awards Gala. CDN has been 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, or consulting in a cloud or on-demand environment, on-premise fashion or as managed services.

“We are thrilled to be on this list for a third year in a row.” says Andrew King, Managing Director, WebSan Solutions Inc. “We continue to provide small to medium sized business with outstanding support and training and our growth has enabled us to reach this milestone.”

The Top 100 solution providers produce strong growth, and 2014 was no exception. With an above industry norm jump of five percent, the $6.7 billion dollar mark in annual Canadian revenue was reached, according to tabulations from CDN and IDC Canada.

“The CDN Top 100 Solutions Providers is a tough list to get on and to stay on. Each year we see many companies move up and down or even off the list. It demonstrates the great resolve of these Canadian entrepreneurs and the true innovation being developed by this community. CDN believes it’s important to recognize this community for its outstanding work and the CDN Top 100 Solutions Providers list and gala is a great outlet for that,” said Paolo Del Nibletto, Associate Publisher and Editor of Computer Dealer News (CDN), Canada’s No. 1 IT channel publication and Web site.

To view the list of the top 100 Solution Providers click here: www.computerdealernews.com/top-100-solution-providers/top-100

 

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When organizing your business’ data and sorting through multiple categories and headings, it’s easy to get overwhelmed with the time-consuming process. Structured Query Language (SQL) used in Microsoft Dynamics GP serves to retrieve information from databases through the use of basic statements and clauses. Here are some SQL features that can help you sort through data quickly in Microsoft Dynamics GP:

  • Select clause – Allows you to pull and read data from the database. Often using the Select * format, this statement enables the user to select data from columns and tables such as a list of customers.
  • Where clause – Used to filter your list based on a certain condition, such as to specify a customer’s country or location.
  • Alias syntax – Enables the user to rename a database table or a column in a table. This function becomes especially useful when there are multiple tables in a query or when column names are long and not easily readable.
  • Join clause – Helps to combine and add more columns in your data. The join clause is often used to combine fields from two tables by using values that are common to each. 
  • Group by clause – Allows you to compress, consolidate and summarize data. This clause is used together with aggregate functions to group a result set into one or more columns.

To learn more about SQL queries and common functions in Microsoft Dynamics GP, register for our online course! 

Register for SQL 100 course in WebSan University

 

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence.