It's that time of the year again! The wave 1 release for Microsoft Dynamics 365 has been launched. The release includes hundreds of new features and innovations across the Dynamics 365 applications from April 2021 through September 2021.

Here is a highlight of a few top features that will offer new capabilities and added functionality for your business.

Dynamics 365 Sales

• The latest release wave of updates enables Dynamics 365 Sales users a new mobile experience for sellers that provides quick & easy real-time access to important customer information whenever or wherever they need it with the Dynamics 365 Sales Hub app

• Conversation intelligence will provide insights on top of video calls and calls with multiple participants. New filters in the deal manager workspace will allow sellers to easily find opportunities by searching, quickly setting a column filter, or choosing a time-based slicer. 

• A new pipeline manager workspace now creates a personalized area for sellers to quickly view and interact with their sales pipeline bringing a more intuitive and streamlined way of working.

Once you have gone live with Business Central it's important to start looking at additional modules and custom offerings that allow you to streamline your business processes. We will have a look at a selection of our own apps and third-party apps which can improve your user experience and increase company productivity. Utilizing these apps can assist your business by improving inventory management, facilitating transactions between trading partners, increasing employee productivity, and creating reports in real-time.

Warehouse Management (Barcode Scanning App for WMS)

Our Barcode Scanning App for WMS is designed to help your business become more productive. This application will improve your inventory management, picking accuracy, and warehouse efficiency. Put an end to frequent overages, shortages, and stock-outs and improve your inventory control. We can also customize the app for customizations done in Business Central 

As organizations figure out what to do with their infrastructure, many companies that currently have Dynamics GP are deciding whether they want to migrate to Dynamics 365 Business Central or stay On-premise. Moving to a cloud-based ERP solution gives your business the flexibility to scale up or down, increase collaboration, accessibility and cuts out the high cost of hardware.

The decision to migrate from GP to Business Central is based on several factors can that include accessibility, cost savings, add-ons, and an updated modern user interface. Here is a comparison of both ERP solutions based on the criteria mentioned above:

     1. Cloud vs On-Premise

Business Central is a cloud-based solution, which means you can access the software anywhere, anytime, from any device. Upgrades are managed by Microsoft and rolled out automatically with no installation required. In comparison, Dynamics GP was designed to be an on-premise solution, and upgrades need to be done manually.

In this webinar, Andrew King and Ryan Bennett provide an introduction into Jet Reports and Jet Hub. The discussion features an overview of Jet Reports and Jet Hub, overview of our offering and an in-depth look into sample reports/demo of Jet Reports.

Jet Reports is a business reporting solution built for Microsoft Dynamics 365 Business Central which gives you the flexibility to create reports in real-time. This allows for you to get the latest information from your database. Additionaly Jet Reports integrates into excel allowing you to extract real-time data efficiently while also eliminating errors and risk.

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.

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.

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

Microsoft recently released a ton of new financials, distribution, human resources & payroll and system enhancements in their recent October release of Microsoft Dynamics GP. One of the most anticipated features is being able to schedule check links. Users can now set up a schedule to run check links outside of regular business hours. Users will be able to run the processes without having to select the Check Links process manually.

This process uses Report Scheduler setup and functionality as long as Microsoft Dynamics GP is open, and you’re logged into the correct company. To learn more about this feature, click here: https://docs.microsoft.com/en-us/dynamics-gp/whats-new/schedule-check-links

WebSan Solutions Inc. is pleased to announce it placed No. 291 on the 2020 Report on Business ranking of Canada’s Top Growing Companies.

Canada’s Top Growing Companies ranks Canadian companies on three-year revenue growth. WebSan Solutions Inc. earned its spot with three-year growth of 121%.

“To be among such great company and to be ranked #291 is such a great honour. It validates the hard work and tireless efforts of our team at WebSan.” said Andrew King, Managing Director at WebSan Solutions Inc.

Launched in 2019, the Canada’s Top Growing Companies editorial ranking aims to celebrate entrepreneurial achievement in Canada by identifying and amplifying the success of growth-minded, independent businesses in Canada. It is a voluntary program; companies had to complete an in-depth application process in order to qualify. In total, 400 companies earned a spot on this year’s ranking.

First, we would like to thank you for watching!

We have enjoyed passing on knowledge to Microsoft Dynamics end-users, providing insights into new product features and spotlighting our many innovative solutions.

For a company our size to have a following such as this is something we are very proud of.

We’d also like to extend an extra special thanks to everyone that has subscribed to the channel and benefited from our videos.

Dynamics GP Migration to Business Central – is now the time?​

This month's webinar will be about the number one most asked question regarding Dynamics GP. Is this the right time to move your data to the cloud? This webinar is for companies that currently have GP but are looking for a cloud solution and would like to know more about the Dynamics GP to Business Central migration process. Join this webinar to learn about the following:

● What is the future of Dynamics GP look like? ​
● Is it time to move to Business Central? ​
● What is involved in a migration to Business Central?
● What's the cost?
   - Migration Services
   - Software

Date: Wednesday September 23, 2020

Time: 1:00PM - 1:30PM EST

Top 10 Tips and Tricks for​ Dynamics 365 Business Central​

This month's webinar is titled the "Top 10 Tips and Tricks for​ Dynamics 365 Business Central​." Any business owner who uses Business Central won't want to miss this webinar! Learn from the pros as take a deep dive into the heart of Business Central. Watch as they demonstrate the top 10 tips and tricks that all businesses should be utilizing! Join this webinar to learn more about some tips such as:

● Multi-company access made easy
● Bookmarking
● Personalizing the system (custom fields, columns)
● Saving filtered list views
● and more

Date: Wednesday August 26, 2020

Time: 1:00PM - 1:30PM EST

How to Select a Marketing Automation Solution for Microsoft Dynamics 365

Companies of all shapes and sizes have one thing in common: a marketing department. The marketing mangers who run these departments all agree on the importance of a Marketing Automation Solution. One of the more popular marketing automation solutions that is available is Click Dimensions. Any company using Dynamics 365 for Sales (CRM) will be able to ingrate with Click Dimensions seamlessly. Join this webinar to learn more about how Click Dimensions can strengthen your marketing processes. Register for this webinar to learn more about the additional marketing features that come with this software. In this webinar the following topics will be covered:

● What is marketing automation?
● Why is marketing automation important today?
● Selecting the right marketing automation solution

Date: Wednesday August 12, 2020

Time: 2:00PM - 2:45PM

Business Central Jobs Webinar Series 107:

Reporting and Dashboards

The Business Central Jobs Webinar Series is coming to an end. This month's webinar will be the final webinar for this series. Register for the Business Central Jobs Webinar Series 107: Reporting and Dashboards. Learn how to take data from inside Business Central and add it to a reporting model. Build a Power BI or JetReports dashboard to view relevant project information. Join this webinar to learn about the following topics:

● Business Central Native Reporting
● Power BI reporting for jobs
● Jet Reports (excel) reporting for Jobs

Date: Wednesday July 29, 2020

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!

Business Central Jobs Webinar Series Jobs 106:

Posting Setup and Control

Project mangers who are using Business Central should attend this month's webinar! Register today for our Business Central webinar series, Jobs 106: Posting Setup and Control. Learn all about the general ledger setup by joining this webinar. Watch as we go into a deep dive of the general ledger, transaction posting flow and more. Register for this webinar today to learn about the following topics:

● Review G/L setup and transaction posting flow

• Fixed fee

Microsoft Teams is the ultimate collaboration tool for small to medium-sized businesses. It provides a way for team members across the globe to connect all in one place. One way that Microsoft Teams users can connect is by using the audio-conferencing feature. This feature assigns the user with a phone number that can then be used to join a meeting or to host an audio-only meeting. It's most beneficial to use this feature when:

● There's a limited internet connection
● It's an audio-only meeting
● Dialling in provides better phone quality
● Users who are joining are using a hands-free device
● The user does not have access to their computer

The Audio-Conferencing feature for Microsoft Teams is available in over 95+ countries across the globe. Click here to view the updated excel spreadsheet and see which countries have this feature available. Any users who are currently using Office E5, the audio-conferencing feature, is already a part of that package. If any users have Office E3 or Office E1, audio conferencing is available as an add-on for $5.10 CDN/month. It's important to note that any calls made to other Microsoft Teams members are free. If the user wants to call numbers that are not within the business, they should sign up for a calling plan. Click Here to learn more about the different calling plans available.

Once the add-on has been added to your Microsoft Teams license, a number will be assigned to the user. This number can start hosting audio-only meetings with up to 250 registrants. Both the employees and external numbers can dial into the conference, but the external numbers will be placed into a virtual lobby. Once the admin is ready, they can go ahead and allow these participants to enter the meeting. This makes the meeting more secure and ensures that the admin is ready for the meeting.

Jobs 105: Billing and Expenses

The Business Central Jobs Webinar Series has already covered a wide range of features. Some of these include tasks, planning lines, time, expenses, inventory, and purchase transactions. The fifth installment of this series will be covering Billing and Work in Process (WIP). Using WIP will help users determine the financial value of an on-going job. The costs and sales of this job can be calculated, invoiced, then posted into the general ledger. Join the Jobs 105 Webinar: Billing and WIP to learn more about the following:

• Deep dive into Invoicing for Jobs
• How WIP is calculated for various WIP Methods
• How Deferred Revenue, WIP, Actual Costs and Earned Revenue are calculated

Date: Thursday May 28, 2020
Time: 2:00PM - 3:00PM EST

Click Here to Sign Up for the Webinar Today!

Become a Microsoft Dynamics Expert During Self-Isolation

During this global pandemic, a lot of businesses had to close their doors. To properly enforce social distancing, these companies had to stop running their businesses. The most interesting trend that has emerged from this pandemic is the importance of cloud innovation. Microsoft has always been one of the leading competitors of technological advancement. Microsoft Teams for example has led the way as one of the top platforms being used during this time of social distancing.

One way to become a Microsoft Dynamics Expert during self-isolation is to do online training. WebSan University has over 85+ courses available for multiple Microsoft Dynamics products. These products include Dynamics 365 for Sales, Dynamics GP and Business Central. Take a course on a module, or even a product that you've never used before. Right now, is the perfect time to learn something new that will help you advance as a Microsoft Dynamics Expert. This would also be a great time to get a refresher on one of the modules that you've previously worked with.

Jobs 104: Timesheets, Expenses and Requisitions in Business Central

The Jobs Module is a critical module for any Project Manager. Without the Jobs module, the Project Manager would not know how to pay employees, manage expenses or monitor the budget. This webinar will show you how to get the highest level of productivity in Jobs module by using the Moniroo® Time Management, Expenses and Purchase Requisitions App. These apps integrate directly into Business Central and can have employees submit timesheets, input expenses and many other PSA functions. Join the webinar to learn more about the following:

• Timesheets
• Expenses
• Purchase Requisitions

Date: Thursday April 30, 2020
Time: 2:00PM - 3:00PM EST

Click Here to Sign Up for the Webinar Today!