5 Signs that moving to Microsoft Dynamics 365 Business Central is the right decision for your business

Dynamics 365 Business Central is a trusted cloud ERP platform paired with CRM business applications, advanced analytics, Office 365, and Microsoft's cloud ecosystem that has hundreds of add-on extensions via AppSource. Dynamics 365 Business Central provides flexibility to streamline processes, cloud security with the ability to access data anywhere...

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How to Submit a Review for Business Central Apps on Microsoft AppSource

In today's blog, we will share how you can submit a review on AppSource for an application you are using. To write an app review, you must first have the app installed in your Business Central system. You can enter the review through your Business Central environment or AppSource by going to the link below and searching for the app: https://appsour...

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How To Choose The Right Microsoft Dynamics Partner

 It is important to find a reputable Microsoft Certified Business Central partner. The partner that your looking for should have a deep knowledge of Microsoft products and how they interact. For a detailed comparison between the typical Microsoft Dynamics partner and WebSan Solutions. view the chart below:

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WebSan Solutions Inc. is hosting an interactive virtual half-day Conference focused on Dynamics 365 Business Central

Dynamics Innovation Virtual Conference

November 9th, 2021 - 12:30 PM – 4:30 PM EST

Dynamics Innovation Virtual Conference will feature six interactive live sessions discussing topics around Dynamics 365Business Central. Our keynote speech, Andrew King, and our guest speaker will focus on the future of Business Central. Followed by sessions on the following topics; October 2021 release, beneficial Business Central apps, client experience with D365,  GP to BC migration, and the many integrations offered by the Microsoft ecosystem. This virtual conference will also give you an opportunity for Q&A and networking from industry leaders. Attendees will also be entered into a raffle for a chance to win gift cards and Microsoft Surface 2 headphones. We look forward to networking with you at the conference. Register with the link provided below. 

Register Now 

Click here for the Full Agenda

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Register for our upcoming webinar: Dynamics 365 Business Central - Do it yourself or use a partner?

In this month's webinar, we address a topic that many businesses seem to be on the fence about: can they self-implement Business Central on their own, or would it be best to work with a partner? There are pros and cons to both, and this webinar explores your options. We cover the good parts, the bad parts and everything in between.

Join our webinar to learn about the following:

  • Top things to consider when implementing Business Central
  • You don't know what you don't know
  • What does a partner bring to the table?

By the end of this webinar, we hope that you will understand the benefits and risks involved. Our goal is to ensure that you're armed with enough information to make the right decision.

Date: Thursday, October 22, 2020

TIme: 2:00 - 3:00 PM EST

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Can you implement Dynamics 365 Business Central on your Own? (Customer’s POV)

A popular question we often get from companies is; Can I implement Microsoft Dynamics Business Central on my own? Historically we often see companies having issues implementing the software to meet their customized business needs.

Today’s discussion features a recap of a virtual Interview with Andrew King, Managing Director at WebSan Solutions Inc., as he sits down with Sunil Kumar, Founder of The Amazing Chickpea, to discuss his experience trying to implement Business Central and working with WebSan.

Sunil was previously using QuickBooks for basic reporting but was looking for a business solution to manage the production, planning and financial reporting for his medium-size company. Dynamics 365 Business Central became the front runner as the best option for The Amazing Chickpea to manage inventory, production orders and financial records.

After signing up for Dynamics 365 Business Central a year ago, Sunil believed he could implement it entirely on his own because he has a background in IT. The interface seemed to be very user-friendly; however, he faced business challenges in retrieving necessary financial reporting that was critical to his business operations.

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Business Central vs. NetSuite: Which Software Is Right For Your Business?

Enterprise resource planning (ERP) systems are complete, integrated systems that manage all aspects of a production-based or distribution business, aligning financial management, human resources, supply chain management, and manufacturing. An ERP suite is a substantial investment for any business, and best practices demand that the ERP software selection process be rigorous and thorough. However, there are so many factors in play when choosing an ERP system that it can be daunting to choose the right one.

If you feel a bit confused about the variety of ERP vendors and many software products on the market today, you are not alone. We’ve come up with a comparative chart showing the difference between two popular ERP systems: Dynamics 365 Business Central and NetSuite.

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Dynamics 365 Unified Interface Update - Know your stuff!

If you are using Dynamics 365 Customer Engagement (CE) in the cloud, then read on...

Microsoft announced that the legacy web client for Dynamics 365 CE won't be available after December 1, 2020. It is recommended that subscribers begin to transition now with the intent to start using the Unified Interface by October 1, 2020. This ensures that any wrinkles are ironed out ahead of time.

To ease a major concern you may have, this transition will not impact the data in your system. Think of it more as a major update.

To prepare our clients we have developed transition documentation to take you through the end to end process.

Click here to check out the transition plan!

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How to integrate your business’ productivity tools using Microsoft Dynamics 365

For a business to be successful, it has to be able to analyze data immediately in real time, and handle the market changes while ensuring that different departments are in communication with each other.

Microsoft has developed a convenient and affordable platform that connects your business processes through Dynamic 365 and office productivity tools.

What is Dynamics 365?

Dynamics 365 is a product line of enterprise resources planning and customer relationship management applications.

Dynamic 365 is a Microsoft-based technology solution that is bringing together all aspects of your business to improve existing workflow, recognize and pursue potential and viable business opportunities and manage the current market to stay ahead of the competition.

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Bring your data to life with D365 Reporting

Dynamics 365 is a great tool for storing your business data, but if that is all you are using D365 for, then do we have news for you! One of the biggest values of D365 is the ability to create reports gaining valuable insight from your data. These reports can be setup in a variety of ways depending on your environment and organizational needs.

Do any of the above diagrams look familiar to you? If your response is “WHAT ARE THOSE!?” then you, my friend, are missing out! All the above are reports based on D365 data. These D365 reports can be run directly from D365 which gives users ease of access to analysis of business data. There are several types of reporting options available for D365, some are out of the box, while others require a bit more work to setup. With that in mind, many organizations opt to export their data to Excel and then use Excel to create reports, when they could be using these much richer options instead.

D365 out of the box comes with report building functionality, in the form of Charts and Views. Users can setup Dashboards incorporating these components, which can help them take their first step into the world of reporting. The CRM Report Wizard allows users to build reports using filters and conditions, like Views, with a touch more functionality and flexibility over the latter options.

While these out of box options are great, they do have their limitations which is why we also provide external reporting options. SQL and XML Reports are great for generating more complex reports and documents. However, if you are looking for an option that is more robust, and intensely eye-catching, then Power BI is the way to go. Power BI is one the most powerful BI and reporting tools on the market and integrates seamlessly with D365. Power BI allows for powerful drill down capability and smart slicers to filter your data however you like.

Reports are a great way for organizations to better understand performance, and with the various report options available, you are not limited to a specific visualization type. Data can be displayed through bar graphs, pie charts, map representations, grids…just to name a few! Maximizing the reporting options is great for upper management, who want a quick, high-level representation of how the business is doing. But wait there’s more! Automated reports can be generated with a click of a button and often require no additional maintenance once they are setup, reducing time and effort and improving efficiencies.

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Configure the D365 Mobile App to make the most of your data on the run!

Dynamics 365 Mobile apps are handy tools which allow D365 users to access and update their Dynamics 365 environment from anywhere and at any time. Beyond that, customizing what is available on the mobile app is key to ensure that the experience is efficient for both the user and the organization.

A user’s security role must include the necessary permissions in order for them to successfully use the mobile app. If you have used (or copied) an out of the box role chances are high that most of these are already set, but it never hurts to check. And if you have created a custom security role, it is particularly important to confirm that the following privileges and access combinations have been configured.

1. The Dynamics 365 for mobile privilege is the first one to confirm. This privilege is in the Business Management tab of a security role within the Privacy Related Privileges section. Verify that Dynamics 365 for mobile is set to Organization.

2. Validate that the following entities have a minimum of Read access at the Organization level, by navigating to the Customization tab of a security role.

  • Custom Control
  • Custom Control Default Config
  • Custom Control Resource
  • System Application Metadata
  • System Form
  • User Application Metadata
  • View

3. Next go to the Business Management Tab. Verify that User Settings is set at the Organization level for Read permission, and the remainder of the privileges have a minimum of User access.

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Take Scheduling to the Next Level with Dynamics 365 Field Service

One of the newer modules in the Dynamics 365 family, Field Service, leverages the latest technology offered by Microsoft and combines it into one powerful solution. D365 Field Service is an integrated solution with your current D365 environment, enabling you to be field ready with your already configured environment, filled with customer data.

D365 Fields Service has tools to help organizations optimize their resources, effectively manage team members and automate work order creation to save you time and money. Field Service can even be used with IoT devices to alert you of an issue even before your customers are aware there is one.

In D365 Field Service, Work Order Management, Service Scheduling and Resource monitoring are 3 key capabilities provided by D365 Field Service.

Work Orders in D365 Field Service are records that track service jobs. Work orders can be created automatically based on set criteria from your opportunity or case records or created manually. Within a work order you can track specific incidents types, estimated time required to complete a job and create the bookings for the work orders With Work Orders stored in D365 you also can create rich reports to identify which phases of your services can be improved upon.

Scheduling Service has never been easier with D365 Field Service. With the Field Service Schedule Assistant, all you must do is specify your criteria and the system will find the best resource to get the job done. Field Service considers factors such as skill set, availability and even current location of your resources to help make the best decision possible. If you want to get even more efficient, you can setup up resource scheduling optimization to let the system handle all the scheduling for you.

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Setting up D365 Sales and SharePoint Integration

Setting up the native SharePoint integration in Dynamics 365 can greatly benefit your organization. SharePoint allows users to store files, organize them, and provide ease of access to their colleagues. One of the biggest upsides of enabling this integration is that SharePoint offers much more storage space then D365 Sales, so you do not need to worry about your D365 instance running out of storage, thereby incurring steep costs to increase storage limits.

D365 SharePoint integration allows records in D365 Sales to have their own folders in SharePoint, this ensures all files have their own place in the system. This blog will walk you through the step-by -step process on how to setup your D365 SharePoint integration.

Before you get started, ensure you meet the following criteria so the process runs smoothly.

Requirements:

  • Dynamics 365 Sales License with System Admin Access
  • Office 365 Global Admin Access

Once you have verified the requirements, log into your Dynamics 365 for Sales web client and go to the Settings tab, in the drop-down menu select Document Management.

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Manage your KPIs with Dynamics 365 Goals

Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in no time at all. Additionally, since Goals are native to the system, they work seamlessly with workflows, business rules and other various Dynamics 365 functions.

To help you understand how goals work, consider the following scenario:

Your company sells drywall, you, as the sales manager, want to set a revenue target for the overall sales team and then targets for each individual sales team rep who will contribute to the sales team target. With the given targets you want the ability to monitor progress throughout the fiscal period.

To get the results you desire you will need to utilize a couple entities in Dynamics 365 and create a handful of records:

1. Goal Metric: this allows you to set the detailed measurement (amount or count) for the defined goals. You can create multiple goal metric records to measure different elements, revenue and number of panels sold for example.

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Build better relationships with Dynamics 365 for Customer Engagement

 

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!

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Simplify product and pricing management. Increase sales potential. D365 Product Catalog.

How many products/services do you sell? How many pricing structures do you have for each? Do you offer volume discounts? A no-nonsense, structured approach which can be seamlessly applied (every time and without a second thought) can improve your sales strategy and have everyone on the same page.

The Product Catalog in Dynamics 365 makes it easier for your sales reps to increase their sales by having an authority by which to work when talking to potential customers about products/services offered. The product catalog is a combination of the products themselves, and the underlying pricing mechanism.

Below are the components which form the Product Catalog:

  • Families & Products – Products are the items which you sell and product families provide a way to group, classify and categorize products for streamlined product management. Both bundles and individual products can be included in a product family tree.
  • Price Lists – Price Lists are product groupings with associated pricing. Sales operation managers can link Dynamics 365 territories to price lists. This directly benefits salespeople by defaulting the appropriate price list to opportunities, quotes, orders and invoices.
  • Discount Lists - Discount lists are optional and are used in conjunction with price list items for volume pricing offers.
  • Unit Groups - Unit Groups define the quantities by which a product or service is sold. For example, mouse pads may be sold in lots of 50, 100, or 200. Or Services sold by the hour may be grouped by day, week or month.

As you begin configuring your product catalog, add components in the following order: Discount Lists (if needed), Unit Groups, Price Lists, Products. When adding Product, you can define bundles, which allows you to combine multiple products into a group, to be sold as a package. Product relationships can also be defined, allowing for the suggestion of product substitutions; accessory recommendations; highlight cross-sell and up-sell opportunities.

Once the Product Catalog is setup, salespeople will have the ability to select and add products to their Opportunities, Quotes, Orders, and Invoices.

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Build Dynamic Reports with Excel and Word Templates in Dynamics 365

Microsoft provides a robust connection between SSRS reports and Dynamics 365, allowing a user to run a report providing a summary of defined records. To create custom reports though, you will need to have a high-level knowledge of SQL/XML, or hire a consultant to build the report for you.

Why not take matters into your own hands and build your reports using out of the box components in Dynamics 365? Dynamics 365 offers both Excel Templates and Word Templates, empowering you to create reports which best suit your business needs, using the application that fits the bill.

Excel and Word templates allow you to create and share templates, so documents always have a consistent look and the necessary details included. Excel and Word templates are easily configured by selecting fields from your starting entity (i.e. Opportunity) to use as dynamic values in both Excel and Word. Not only can you select fields from the entity you began from, you also have the ability to select fields from related entities which have either a 1:N or N:N relationship with the starting entity.

With the help of Excel and Word templates, you can prepare beautifully crafted reports, which include data elements dynamically pulled in from D365. Should needs change, you can always modify and upload the revised template into D365, allowing you and your colleagues to always have the most current templates at your disposal.

Some benefits of using Excel and Word templates:

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Business Rules - Your One Stop Shop for Writing Logic Statements

Dynamics 365 Business Rules help organizations achieve automation by performing tasks for users based on predetermined logic. This means less time entering data and more time making key decisions. Business Rules can also be used to enforce behavior by controlling certain field properties. This allows upper management to ensure proper steps are taken daily. If these controls are implemented properly, both the organization and users will see the benefit afforded through the configuration of Business Rules.

Business Rules in Dynamics 365 are a simple way to apply logic to your business data without the need for any code. D365 Business Rules are effective, yet easy to manage. The typical Business Rule follows the “if, then” statement structure and often contains two or more parts. The first part is always a condition statement where you state the condition which will trigger the business rule to take effect. The second part is the action, meaning once the set condition has been met, what action should be performed.

Below is sample Business Rule diagram to illustrate how a typical Business Rule is setup.

As you can see, the condition statement is checking the Estimated Revenue for an opportunity, if the Estimated Revenue exceeds a certain threshold then an account manager must be associated to the opportunity. Simple rules like these can help organizations improve their daily process and grow more effective to achieve their goals.

Business Rules in Dynamics 365 can perform an explicit set of functions against records. Below is a list of the actions and what each does.

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D365 Workflows, your personal assistant

Ever wonder how your team can work more efficiently in D365? The answer is automation, and the number one tool to automate processes in D365 is workflows. Many of the simple (and complex) tasks users perform in D365 can be automated using workflows. Workflows evaluate given parameters and perform actions based on predetermined logic. Such an example is the automation of sending a welcome email when a new contact is created without you having to lift a finger.

Workflows in D365 are processes that typically work in the background to automate the flow of information. D365 Workflows are comprised of triggers, conditions, steps and actions. These properties determine the behavior which you want to have occur which impact your D365 records.

There are many functions you can accomplish using workflows in D365, below are some of the most common:

  • Automate Emails – Send out Emails to accounts, contacts or users when a certain criterion is met
  • Transfer Information – Automatically pass data from one entity to another entity
  • Update Fields – Update fields value based on different conditions and field value changes

These are just some of the automated processes which workflows can perform. The true possibilities of workflows are endless because they are custom built and can be created for just about every entity in D365. Contact This email address is being protected from spambots. You need JavaScript enabled to view it. today to learn more about how these quiet helpers can be implemented in your D365 environment, allowing you to be more efficient, organized, and on top of your day to day responsibilities.

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Your Dynamics 365 Library: Knowledge Articles

What if your most depended upon customer service rep leaves the company and no one else on the team has the level of knowledge he had on various topics? Or at the most granular level, wouldn’t it be incredibly useful if canned suggestions surfaced when opening a service case for a customer?

There is no reason to spend excess time and money researching and troubleshooting the same (or similar) issues repeatedly. Plan ahead and build a knowledge base which withstands the test of time (and turnover) and is shareable both internally and externally.

Knowledge Articles in Microsoft Dynamics 365 provide the ability to create articles with versioning and translation functions. Building a base of Knowledge Articles allows Customer Service Reps to reference and utilize the information to deliver accurate and consistent information to customers, while following the organization’s processes.

By providing access to the article directly from a Case record, the rep can link the article to the case, thereby documenting its inclusion as a step for resolution. Not only can the rep use the information as an assist to themselves, they can opt to share the article with their customer, who may prefer to “do it themselves.”

Knowledge Articles not only benefit reps, who now have answers at their fingertips, those that administer the articles also have something to gain. Analytics are measured which provide article insights for content managers. A couple key stats are how many views each knowledge article has, and the Cases which have been associated to the article. These statistics allow administrators to not only evaluate which articles provide the most value, but ultimately it may provide intel into where there may be a bigger issue which needs attention.

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