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

With the recent release of Dynamics CRM 2015, Microsoft has introduced calculated fields in Dynamics CRM. Calculated fields allow you to define the value of a field using calculations operators or functions. You no longer need a developer on hand to write code, you can now create calculated fields using the CRM user interface. For example, a salesperson might want to automatically apply a discount based on an order greater than “X” dollars. The calculated field would be able to change the value using basic math operations or conditional operations.

Here is an example of a calculated field:

Order Total = ((quantity*unitprice) – ((quantity*unitprice) *Discount%/100)) + ((quantity*unitprice) – ((quantity*unitprice) *Discount%/100) *Tax%/100)

Here are some fields that are considered calculated fields:

  •           Weighted Revenue: Estimated revenue multiplied by probability
  •           Net Worth: Assets subtracted from the liabilities for a given account
  •          Follow Up By: Follow up on an activity by a specified number of days based on priority

crm - calculated fields

The type of mathematic operations that you could use are:

  •          = (Equal)
  •          + (Plus)
  •          (Minus)
  •           / (Divide)
  •          * (Multiply)

String Functions are :

CONCAT – Add singular lines of text together. It can be fields or actual lines of Text. If it is an actual line of text, then the text will need to be encased with double quotes.

TRIMLEFT – takes a single line of text and trims the number of characters starting from the left and working its way to the right.

TRIMRIGHT - takes a single line of text and trims the number of characters starting on the right and working its way to the left.

DateTime Functions are

ADDHOURS – Add/Subtract Hours from given Date Value.

ADDDAYS - Add/Subtract Days from given Date Value.

ADDWEEKS – Add/Subtract Weeks from given Date Value.

ADDMONTHS – Add/Subtract Months from given Date Value.

ADDYEARS – Add/Subtract Years from given Date Value.

Natalie Williams, Marketing Manager, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

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

 Microsoft Dynamics CRM is set to see a substantial update this spring, with the release of Carina. This will serve as the first major update to the new CRM 2015.  Although an exact date for its release is yet to be determined, CRM users and partners are abuzz with the features and added functionality that Carina promises. Here are some notable features that can be expected:

1. Enhanced Excel Integration

The new update will allow Excel users to open their data in spreadsheets within CRM. This serves as a valuable feature for quick visibility and analysis of data, and eliminates any compatibility issues that may arise should you have a different version of Excel installed.

2. OneNote Online Integration

Users can now take notes, create voice memos, capture photos and clip web pages from any mobile device (such as iPads or Android phones) and attach them to CRM using OneNote.

3. Improved Mobile Capabilities

Users can expect a more consistent experience across different interfaces, whether on desktops, tablets or mobile phones. Charts and graphs can also be viewed and edited on mobile phones.

4. Customizable Themes

CRM now offers a feature where themes can be customized to match a specific company’s colour scheme or branding. Users can customize themes other than the ones offered on CRM by utilizing the theme builder form to create themes using HTML codes. This new feature also allows for custom logos to be easily added into the overall look of the theme.

5. New Navigation = Better User Interface

Expect less time devoted to scrolling with CRM’s quicker navigational interface. Carina features a more stack-focused interface where sub-menus can easily be viewed and users can access more information at a glance. 

To learn more about CRM 2015’s new features, register for our upcoming webinar! 

 Register for Dynamics CRM 2015 webinar 

 

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

View our free webinarsRead more about Hosted Dynamics GPDownload a FREE Demo

WebSan Solutions, the largest Canadian Cloud Dynamics partner, offers users the ability to access Dynamics GP on a tablet. Customers now have an alternative way to access and create accounting transactions, without having to log in through their desktop computers.

“We see this as a natural extension of our Cloud Dynamics offerings. No other partner has made the commitment that WebSan has to provide this much flexibility to our customers,” says Andrew King, Managing Director of WebSan Solutions.

As long as there’s an active Internet connection, users would be able to use all of the capabilities of Dynamics GP, which also includes exporting SmartLists to Microsoft Excel with ease. WebSan’s Cloud Dynamics GP solution  allows users to quickly and securely access Dynamics on-the-go using Android, iOS and Windows devices.

An element that makes Dynamics GP on a tablet even more valuable is the feature that lets users print and email documents (i.e. Invoices) on the fly.

The ability to provide access to critical financial information to executives on devices other than a computer is important to a business. Get the insight you need to manage your business and improve the decision-making process by making it portable. 

Natalie Williams, Marketing Manager, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence.

WebSan Solutions, the largest Canadian Cloud Dynamics partner, offers users the ability to access Dynamics GP on a tablet. Customers now have an alternative way to access and create accounting transactions, without having to log in through their desktop computers.

“We see this as a natural extension of our Cloud Dynamics offerings. No other partner has made the commitment that WebSan has to provide this much flexibility to our customers,” says Andrew King, Managing Director of WebSan Solutions.

As long as there’s an active Internet connection, users would be able to use all of the capabilities of Dynamics GP, which also includes exporting SmartLists to Microsoft Excel with ease. WebSan’s Cloud Dynamics GP solution  allows users to quickly and securely access Dynamics on-the-go using Android, iOS and Windows devices.

An element that makes Dynamics GP on a tablet even more valuable is the feature that lets users print and email documents (i.e. Invoices) on the fly.

The ability to provide access to critical financial information to executives on devices other than a computer is important to a business. Get the insight you need to manage your business and improve the decision-making process by making it portable. 

To see Dynamics GP on a tablet, click this link: Dynamics GP Tablet

View our free webinarsRead more about Hosted Dynamics GPDownload a FREE Demo

The menu bar in Microsoft Dynamics GP helps a user to easily manoeuvre around Great Plains. To optimize this feature, you can benefit from modifying and adding commonly used buttons in the menu bar. You can add buttons that fall under a variety of categories such as Financial, Sales, Purchasing, Inventory and Manufacturing.

In the menu bar, right click to add buttons:

customize menu bar GP - 1

Users are not limited to the default buttons presented in Great Plains. Buttons can be customized depending on the features that your business will need. 

customize menu bar GP - 2

To customize a button, right click on “Customize,” then choose the “Main” option and click “Add” to follow along the menu path to select which button you’d like to add. 

customize menu bar GP - 3

To learn more about Microsoft Dynamics GP’s capabilities, download our FREE interactive demo!

 Download our FREE Dynamics GP Interactive Demo 

 

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

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

Businesses looking for a Hosted Dynamics CRM solution are driven by key needs that include: Integration with third party marketing automation software, a holistic view of each customer on the go, and a need to increase productivity without increasing costs.

So what makes Dynamics CRM stand out from the rest? Here are a few reasons why Dynamics CRM is right for your business:

  • Focuses on critical factors for building long- term customer relationships, such as Sales Automation, Customer Service and Marketing Excellence.
  • Familiar Microsoft interface that makes the system easy to use.
  • Native Microsoft Outlook client and embedded Microsoft Office features.
  • Access anywhere, anytime, using a web browser, a tablet or directly within Microsoft Office Outlook.
  • Customization options allow the system to adapt to your business needs and then continue to grow along with your organization.
  • Automation features, such as workflows, increase your employees' productivity and reduce errors.

If you are interested in viewing Microsoft Dynamics CRM in action, download our free interactive demo!

Natalie Williams, Marketing Manager, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence.

View our free webinarsRead more about Hosted Dynamics GPDownload a FREE Demo

On February 19th, WebSan introduced a new webinar series to put a spotlight on the Manufacturing module of Microsoft Dynamics GP. Part one focused on Manufacturing concepts, where attendees learned basic Manufacturing terms and were given tips to help make implementation successful. The webinar was well-received and generated good feedback from the attendees. Part two of the Manufacturing webinar series offers a look into the Items and Bill of Materials (BOMs) module and includes a discussion of item classes, position numbers, Manufacturing accounts, BOMs entry and inquiries.

The Manufacturing module has been one of our most popular webinar series, so register below and take advantage of this free webinar!  

Register for Part 2-Items and Bill of Materials on Mar. 26, 11 AM EST

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

View our free webinarsRead more about Hosted Dynamics GPDownload a FREE Demo

An Enterprise Resource Planning (ERP) system helps integrate processes which are essential to a business, including accounting, inventory, order management, human resources, and Customer Relationship Management (CRM). Today, an increasing number of both big and small to mid-sized organizations use ERP software to help streamline processes and information across the organization and integrate these functions into a single, complete system.

Software Advice, a trusted resource and advisory firm for software buyers recently conducted a study that analyzed the purchasing behaviour and implementation concerns of 250 prospective ERP software buyers. The study reveals that 54 percent of current ERP users are dissatisfied with their systems’ integration capabilities—this is one of the main reasons why many are seeking out a new ERP system.

ERP Implementation and Support

The study notes that 24 percent of buyers want to replace their current ERP software due to a lack of technical support. Forrest Burnson, the study’s main researcher, says, "It's critical for firms to carefully assess how capable they are in selecting and implementing a new ERP system. All too often there is a disconnect between a firm's expectations and what the vendor will actually provide in terms of implementation services and continued support. As ERP systems are significant investments, it is wise for prospective buyers to seek the help of a third party consulting firm if they're unable to do all of the due diligence in-house to ensure that the selection and implementation processes go smoothly.”

What WebSan Solutions Can Offer 

Implementing an ERP system that caters to a business’ needs and budget is no easy task. Along with a system that is fully functional, organizations should seek a cost-effective support service to ensure that the system runs smoothly and effectively.

As the study further details, an ERP system has a life cycle of 10 years or more, making it more critical that businesses ensure that their ERP system grows and scales according to their business’ immediate and future needs.

WebSan Solutions offers Microsoft Dynamics GP implementation along with valuable resources like training, free webinars and outstanding support. We believe in offering professional, practical advice that is customized to help businesses achieve long term growth.

See how WebSan Solutions can help your business meet its ERP needs – download our FREE Microsoft Dynamics GP Demo today! 

 Download our FREE Dynamics GP Demo to see the capabilities of Dynamics GP 

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

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

Microsoft Dynamics CRM is a fast, flexible and reliable CRM solution that helps manage customer information across different functions such as Marketing, Sales and Service. Here are the top 5 ways Microsoft Dynamics CRM can benefit your business:

1.Integration with Microsoft Office and Office Outlook

Microsoft Dynamics CRM easily integrates with tools like Microsoft Word, Excel and Office Outlook. With the system’s familiar and user-friendly interface, employees can efficiently pull information and gain quick access to the data they need.

2. Adaptable Dashboards

The dashboards feature adapts to job functions and each user’s preferences providing a real-time, overall view of business areas from lead generation, pre-sale to customer service. Users can also customize dashboards depending on the functionality that is most needed. 

3.Data Storage and Hosting

Microsoft Dynamics CRM uses the cloud to store data, making it easy for your business to grow, and to support users who are working off-site. Users can access data at any time, from any location, using your mobile, desktop or laptop, making information readily and steadily available.  

4.Personalized Customer Service

One of the keys to running a successful organization is having the ability to understand customer needs across every channel and to assess how to deliver the best care in support of these needs. Microsoft Dynamics CRM allows users to create, assign, and manage customer service via phone, email, Web and in-person, making customer service personalized to fit individual needs.  

5.Social Tools

In September 2014, The Sprout Social Index reported that the volume of customer requests via social media have increased by 77%. With Microsoft Dynamics CRM’s integration with social media, users can easily find social insights about their brand and connect with customers, prospects and partners within the system.

To learn more about how Microsoft Dynamics CRM can help support your business, download our free interactive demo! 

Download our free Dynamics CRM interactive demo

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

Friday, 20 February 2015 22:46

WebSan Reaches 50,000 Views on YouTube

Youtube 50K blog post

WebSan's YouTube account began in 2012 to showcase training and webinar videos featuring Microsoft Dynamics GP and CRM. Today, our YouTube account has more than 50,000 views. We're sending a big thank you to our YouTube subscribers and viewers. Without your support, we wouldn't be celebrating this milestone!

Here are our top 2 most viewed videos:

Stay up to date with our new videos by subscribing to our YouTube channel.

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