WebSan Solutions is taking their Dynamics curriculum to the next level, by offering training in Dynamics CRM!
We’ve received a lot of praise from the Dynamics community for our GP course catalogue, so we decided to create a CRM training catalogue.
Our Learning Management System provides you with interactive material, such as videos, tests, documents as well as video conferencing that will accelerate the process of learning Microsoft Dynamics.
Get trained in WebSan University and gain the skills needed to help your businesses automate their customer relationship management.
- Microsoft Dynamics CRM Overview
- Microsoft Dynamics CRM – Sales Module
- Microsoft Dynamics CRM – Dashboard, Charts and Views
- More courses coming soon!
Get Our Special Offer:
Natalie Williams, Marketing Manager, WebSan Solutions Inc., an Ontario Business Achievement Award 2014 Finalist
To run a successful business, it is important to create cohesion among your data. Microsoft Dynamics GP allows you to do just that by providing flexible, easy-to-use business management functionality that can help efficiently manage your data and business system. Here are the top 3 reasons why you should consider purchasing Microsoft Dynamics GP:
1.Simplicity and Adaptability
Dynamics GP can easily integrate with other Microsoft productivity tools such as Microsoft Office, giving your business the ability to boost productivity and gain quick access to valuable information. Dynamics GP’s adaptable features help support your business’ needs by offering capabilities that can be used through email, instant messaging, voice and in the cloud.
Dynamics GP connects business processes into one streamlined management infrastructure. Its efficient, customizable functionality equips your business with a solution that best caters to your needs. A variety of implementation methods are available for this system, allowing your business to choose one that best fits your business model and goals.
3.Gain Greater Control
Valuable charts and graphs found in Dynamics GP’s Business Analyzer function can help employees explore data interactively. With a system that is easily customized, Dynamics GP enables its users to automate and standardize recurring tasks allowing for better visibility and control over their business.
Take the first step towards building a better business by purchasing Microsoft Dynamics GP. Test it out right now for free with our interactive demo!
Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence
Beginning February 19, WebSan Solutions will hold a webinar series to put a spotlight on Microsoft Dynamics GP’s Manufacturing Module. The series will be divided into 10 parts and will detail the Manufacturing feature’s flexibility and functionality.
Part One of the series offers a look into Manufacturing Concepts and will teach you tips and techniques to help make your implementation successful.
The Manufacturing Module has been one of our most requested webinar series, and now it’s here! Space is limited for part one, so hurry and register below to reserve your spot and take part in this new and exciting webinar!
Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence
Here at WebSan Solutions, we strive to provide our customers and the Dynamics GP community with insightful and relevant information. Throughout the years, our support team has written articles based on common issues that users have come across and we have gotten wonderful feedback from the community. Here is a list of some our most popular blogs about Microsoft Dynamics GP:
- Common EFT Issues in Microsoft Dynamics GP
- Report Writer Tricks #1: Copy Formatting from an Exisiting Report for a Company
- Bank Transfer Common Mistakes
- Resolving The “File not found: VBA6.dll” Error
- Report Writer Tricks #2: Importing Modified Reports Without Kicking Out Users
- Copying Custom VBA Forms
- Why Doesn’t my GL Match my Sub-Ledger?
- Why Aren’t My Cash Receipts Displaying in The Bank Reconciliation?
- Emailing Customer Statements
- Vat Daybook in Dynamics GP
Natalie Williams, Marketing Manager, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence
Here are some facts that you can share with your boss in order to convince him/her that GP is right for your company!
1. Dynamics GP Will Help Employees Work Better, Faster, and Smarter!
Dynamics GP gives employees a role tailored experience relevant to specific jobs in a company. This will enable you to properly allocate resources in your company. The system is organized by module and each module is organized by Transactions, Inquires, Setup processes, Cards, Routines, Report, and Utilities. This intuitive experience will keep your employees organized so they can work more efficiently. View our Dynamics GP Quick Overview.
2. Dynamics GP Drives Your Business and Supports Your Business Growth!
Dynamics GP offers many capabilities! Whether your company has 10 employees or 500 employees. You can use the modules that you need and as your business grows you can utilize more of GP's features. GP is capable of meeting your highest financial demands without foregoing performance!
3. You Can Get Great Plains Up and Running in No Time!
Dynamics GP has implementation tools in place to get GP up and running in an efficient manner. WebSan Solutions, the Largest Hosting Provider for Microsoft Dynamics in Canada can help you! We would be with you every step of the way! We provide implementation, support and training services to ensure your project meets your budget and timeline!
Natalie Williams, Marketing Manager, WebSan Solutions Inc., an Ontario Business Achievement Award for Service Excellence 2014 Finalist
Everyone has turned to YouTube to gain information, insight and knowledge about everything and anything. Visit WebSan Solutions YouTube channel to watch helpful videos about GP modules.
WebSan University is bringing knowledge to life by creating a series of interactive online courses through an easy-to-use intuitive system. Who said corporate training has to be boring? Empower your employees with online training!
Top Dynamics GP YouTube Videos
10 Tricks in 30 Minutes – The Top 10 Features of Dynamics GP You’re Not Using and Should Be!
Management Reporter for Microsoft Dynamics ERP
Purchase Order Processing in Microsoft Dynamics GP
Project Accounting 101
Sales Order Processing in Microsoft Dynamics GP
By: Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., Canadian Silver Certified Microsoft Dynamics GP Partner
Several systems are now being integrated with or migrated into the cloud. Discussions regarding media sharing, searching, and collaboration systems will normally note that such forms of systems are on the exterior of the core business of the company. Because of this, it becomes a great idea to move your ERP to the cloud.
Just like any other businesses, you also demand scalability, flexibility, and security. The cloud offers all of these necessities and, what's more, it is really affordable. So, if you still can’t make up your mind on whether you will move your ERP to the cloud or not, the following are the advantages that may help you make the right decision.
Small Initial Investment
Services are given on a pay-as-you-go, subscription basis. This only means that the implementation of the cloud-based ERP system could hugely lessen the initial capital amount of investing within the ERP system. A lot of vendors might also guarantee that they won’t increase costs once you go on with the utilization of the system even the term has already expired.
A cloud ERP solution is hosted and managed by a vendor and so you no longer need to install or set up any software or hardware. A good example of this solution is the newest Microsoft Dynamics GP that is designed to function just the way you want it to.
Free Of Costs On Server Maintenance
By going for a hosted ERP solution, you will no longer need to run your own software and hardware. It provides office space, gets rid of maintenance fees, and alleviates electricity usage.
Ease Of Access Inside The Discrete Environment
With this kind of solution, any authorized individual has easy access to your system through the cloud as long as they are connected to the internet. This enables sharing of information among remote staff across various locations.
Better Integration Through Other Systems
The cloud has been purposefully created for simple interoperability that complements the option for present or future utilization of extra products.
There could be terrible risks of in-house server’s crashing and losing data, but a 3rd party hosted ERP solution comes with redundancy. This simply means that your information will be copied to the minimum of two locations. Hence, if one falls short you still have not lost anything.
Superior Focus On The Core Business
You will do away with wasted time from keeping an in-house server, enabling you to focus on developing your business.
Lesser Staff Needed
You must admit that hiring IT staff could be expensive. Through the use of cloud technology, you will no longer need the assistance of IT staff to manage your server. This means lesser expenses at the end of the day.
Knowing about all these advantages of moving your ERP to the cloud, you must now have a better idea on what to do next. Achieve success for your business with a cloud ERP solution.
WebSan Solutions Inc. is a Microsoft Silver Certified ERP Partner with over a decade of experience in Enterprise software solutions. We provide our clients with reliable business solutions, such as Microsoft Dynamics GP and CRM to help them transform their business.
Microsoft Dynamics GP 2013 is scheduled to be released soon, so if you haven’t already upgraded to Dynamics GP 2013, here’s your chance!
Other than report fixes in Dynamics GP 2013 R2, there are much more features that you can look out for! Some of the new features to be released include:
Being able to paste a general ledger entry from an Excel spreadsheet, default sort order for cheques and reprinting outstanding transactions in bank reconciliation.
Leslie Vail explains how to paste a GL entry from Excel: “It’s simple to set up and simple to do. First, your journal entry distributions need to be entered as below on a spreadsheet. Next, highlight the information you want to put into your journal entry, and then put your cursor on the first line of your journal entry. Finally, push the [Post] button and your distributions will populate the journal entry.”
Microsoft said it will space its Dynamics GP updates roughly six months apart in a cycle that is "designed to enhance our new business proposition and bring incremental value to [Business Ready Enhancement Plan] customers on a much more regular basis."
To read about more Dynamics 2013 R2 features, click here. http://community.dynamics.com/gp/b/gpteamblog/default.aspx
Natalie Williams, Marketing Manager, WebSan Solutions
There are always plenty of things to consider before purchasing a new system for your business and CRM solutions are not an exception.
What is CRM?
CRM stands for Customer Relationship Management and is used to refer to a system whereby a company's interactions with current and prospective customers are closely managed. It typically involves using technology to organize, synchronize and automate such disciplines as sales and marketing, tech support and customer service. Often CRM systems will be active and monitoring many different networks for marketing campaigns. Also, they can closely and accurately track customer habits and persuasions through customer clicks and traffic.
Physical places where customer relationship management is often and most heavily used include but are not limited to, banks, call centers, social media, operation centers and customer data query centers.
Ten things to consider
Well now that you have a basic understanding of what a CRM actually is, you can now consider some very important things before purchasing a customer relationship management system of your own:
- Make sure you and your team of employees understand how to use it. Your CRM system will be of little use if you don’t know how to use it.
- Understand what features you need and never buy fluff. This may sound like the most obvious point in the world, but often people don't always read carefully every feature included in a package deal.
- Consider carefully how the CRM system will improve efficiency, or if it even will do that at all.
- Make sure that you acquire mobile tools. These days, very few people are working in one set location at their job the entire time, even if in an office job. The more mobile friendly, the better the system will be.
- Know your hardware requirements before you buy.
- Make sure the CRM system doesn't operate in a vacuum - businesses certainly don't.
- Try the system before you buy it to confirm it meets your company’s individual needs.
- Make sure you can see and understand the results as shown. Your CRM will be of absolutely no use to your organization, if you use the system itself, but don’t understand the information it provides.
- Motivate your team to get excited about the new software. Not only will they be more inclined to use it, but also they will be doing it more effectively. So try to generate some hype before introducing it to your team.
- Will it grow with your company? Look at the future and make sure that the technology you are using isn’t verging on the rim of extinction. Your new CRM system be able to support your growth plans.
WebSan Solutions Inc. is a Microsoft Dynamics Certified Partner and IT consulting and solutions provider. With over a decade of experience in Microsoft Dynamics GP and CRM solutions, our team of experts will help you make the right decision about your new CRM system and transform your business.
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 2013 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 on April 9, 2014 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, consulting in a cloud or on-demand environment, on-premise fashion or as managed service.
According to Computer Dealer News, the key takeaway from this event is: “ There is a definite need for businesses to make a transition towards the cloud”.
“We are excited about once again making this prestigious list this year”, says Andrew King, Managing Director at WebSan Solutions Inc. “Our dedication to customer service has enabled us to reach another milestone. We will leverage this momentum to deliver business solutions that exceed our clients’ expectations and ensure their satisfaction in the following year”.
You can view the Top 100 Solution Provider list here: