POWER BI 101 WEBINAR

This Power BI 101 webinar will go more into detail than a simple introduction. This webinar will provide all the fundamentals needed in building a Power BI dashboard for your business. Join our webinar and learn the following:

  • Connecting to Data Sources
  • Creating Reports using Visualizations
  • Some Examples of Popular Power BI Reports

Date: Wednesday September 26, 2018
Time: 1:00PM - 2:00PM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

 

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Know where your records are going with cascading rules

Everyone knows that Dynamics 365 has many great ways to link entities together, however once they are linked what controls do we have over their behavior? Enter, Cascading Rules. Cascading rules are a set it and forget it setting which controls the behaviors between two related entities. Cascading rules in D365 allows users to control what actions are passed down from one entity to another.

A great example where cascading rules come in handy is when users want to reassign the owner for a specific account record. However, they do not want its related activities such as emails, tasks and appointments to change owner when this happens. This is when you would go into cascading rules and update the assign setting to prevent the assign action from being passed down to its related activities.

In D365 the out of box settings for cascading rules, for a good majority of relationships, is Set to Parental (Cascade All), which means the action taken on the parent entity will be passed down. Now this may be suitable for some relationships, but in the case of the assign action being applied to Activities, this typically causes some undesirable results.

Toggling the Type of Behavior to Configurable Cascading allows you to customize each of the relationship behaviors individually.

Below are the possible cascading options you can select for each action.

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Finding Dynamics 365 Data Quickly with Global Search

Global Search is one of the most widely used features in Dynamics 365 since everyone needs to lookup records on a regular basis. Global search makes finding records easy because it allows users to query the entire D365 database in a quick and easy way. The main difference between global search and entity search is that global search checks multiple entities in the system while entity search only looks through records for a specific entity type.

Global search is great for looking up records if you only have a rough idea or small piece of information to go on. This is because global search checks multiple entities and multiple key fields in those entities for your search word. Global search casts a wide net and finds anything with a close match. With that said, global search does not check every field for a match because that would simply take too long.

With the above in mind, do you know which fields are being checked in your company right now when you perform a global search query? To find out, you will need account admin privileges, allowing you to look at the system backend and customize your global search setup.

To start, let’s check which entities are currently enabled for global search. To do so, go to Settings > Administration in the navigation menu.

Within the Administration screen click on System Settings.

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Data visualization tools in Dynamics 365: Dashboards/Views/Charts

Do you find that the data shown in your Dynamics 365 environment is not reflective of the business data which is relevant to you? There are a variety of out of the box tools in Dynamics 365 which can be used to achieve this vital need. Such tools include Views and Charts which can be brought together into Dashboards to give an overview of data components captured in Dynamics 365.

For Dashboards, Views, and Charts there are two definitive types, Personal and System.

Personal Dashboards/Views/Charts

You, and anyone else, who has at least User level access to the system can build their own personal dashboards, views and charts based on their privileges in the system. The system administrator can modify the access level for each action in the security role to control the depth to which people can create, read, write, delete, assign, or share personal views.

All three components are owned by individuals and because of their default User level access, they are visible only to that person or anyone else they choose to share them with.

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Is Dynamics GP Dead?

Is Microsoft Dynamics GP Dead?

Is Dynamics GP dead? For 20 years Dynamics GP has helped business become digital. Rest assured Microsoft Dynamics GP has made its mark in the Dynamics ecosystem, and it’s here to stay. Join our webinar and find out where Microsoft Dynamics GP is headed.

This webinar will cover

-The future of Dynamics GP
-What it means for your business

Date: Wednesday August 29, 2018
Time: 11:00AM - 11:30AM EST

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Key Differences and Comparison: Dynamics GP or Dynamics 365 Business Central

Key Differences and Comparison:
Dynamics GP & Dynamics 365 Business Central

Microsoft Dynamics GP has been around for over 20 years and Microsoft Dynamics 365 Business Central is Microsoft’s newest accounting system. Both systems are geared to manage core finances for small and medium-sized businesses, but they also have some key differences. This webinar will be comparing the differences between Business Central and Microsoft GP, topics will include:

-Multicurrency
-Financial Reporting
-G/L Account Structure
-Project Accounting
-Manufacturing

Date:  Wednesday August 22, 2018
Time: 11:00AM - 11:30AM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

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Combine and Conquer with Teams in Dynamics 365

Dynamics 365 Teams are a great way to manage records and tasks because teams can own records and have a definitive security role associated outside the scope of a Users default role. This provides enhanced visibility to managers regarding which group is responsible for which objective; extends a Users reach enabling them to access and work with records they otherwise would not have privileges for; and allows for a simplified security structure, particularly when managing a large group of users.

A few examples of situations wherein teams are best utilized include:

  • When Users span multiple business units but share a logical association
  • Security Roles within a Business Unit are primarily restricted to User Access Only
  • In Customer Support where work is routed to a Support Queue and the management of the Cases is best done through team ownership

To setup a new team in D365, go to the Settings tab in the navigation menu and select Security.

In the Security section click on Teams.

In the team view window, click the New button on the command bar. This will open a new team form.

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Streamline your business process with Dynamics 365 Business Process Flows

Microsoft Dynamics 365 offers the ability to streamline your business process through an often overlooked and underutilized feature called Business Process Flows. Business process flows are displayed visually in Dynamics 365 as a heading across the top of an entity form, and can carry from one entity to another, and can be configured for both out of the box and custom entities. Not only that, you are not limited to a single business process flow; you can configure one or more distinct business process flows, allowing different departments to have a flow unique to their daily requirements.

A business process flow is composed of Stages (highlighted in red below), which contain multiple Steps (highlighted in green below). In the business process flow heading, a user can see which stage they are currently working through (which is indicated by the flag), and the steps they need to complete (what fields need to be filled in) before they can advance to the next stage in the process.

Business process flows enable you to require users to complete certain steps before advancing to the next stage of the process. They also allow for branching logic based on data elements collected which may require a different path. There are a couple out of the box business process flows pre-configured for system entities, but you can modify these and create your own business process flows to meet the particular needs identified for your organization.

Create a Business Process Flow:

1. Go to Settings > Processes to create a new Process

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3 Reasons why O365 is a big part of Digital Transformation

Office 365 is one of the most popular applications to make any business go paperless. Companies that use Microsoft O365 suite don’t have to worry about, documents or files getting misplaced. Here are three ways that any business can leverage Microsoft O365.

Flexibility and Scalability

Microsoft O365 is both flexible and scalable for any business. Microsoft O365 is available on a monthly or annual plan and can be scaled to cater to your business. It is very easy to add and remove users. Here at Websan, it can be done by filling in a form on our support page. Microsoft O365 has customized packages available so the right employees and departments access the best tools.

Moving to the Cloud

Microsoft O365 is in the cloud which means updates are done quickly by Microsoft with little to no interruptions. This will ensure that your business is using the latest versions of O365 and your business email and mailbox will never go offline. When O365 is deployed in the cloud, all the licenses will be active at once, making updating quick and secure by Microsoft.

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Need to access Dynamics 365 while you are away from a PC? Use the Mobile App!

Dynamics 365 is a sophisticated Microsoft business application, it grants the ability to better manage the relationships of your Sales, Customer Service, Field Service and Operation processes. But how can you access your data while you are out in the field, the internet is down or you are not anywhere near your PC? Dynamics 365 for phones and Dynamics 365 for tablets apps are the solution when you're on the go. These apps give you immediate access to accounts, contacts, opportunities, cases, and so much more!

How to get the App:

Go to the app store on your device and download either Dynamics 365 for phones or Dynamics 365 for tablets, depending on the device you are working with. Both phone and tablet users alike will appreciate the new Unified Interface. The Unified Interface provides an optimized viewing and interaction experience, relative to screen size, device, and orientation.

 Accessing the App:

Once you have the app installed, open the app on your device, enter your Dynamics 365 URL (web address), and click the arrow to continue. Next you will be prompted for your user name and password. If you are unsure of any of these values, contact your Dynamics 365 administrator.

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WebSan Solutions Inc. recognized as the winner of the 2018 Microsoft Canada Modern Marketing Innovation IMPACT Award for the Second Consecutive Year

WebSan Solutions Inc. is proud to announce that our team has won the 2018 Microsoft Canada Modern Marketing Innovation award.  These annual awards recognize Microsoft partners who demonstrate excellence in innovation and implementation of customer solutions based on Microsoft technology. Microsoft prides on having the largest partner ecosystem in the industry, with over 14,000 partners across Canada. Each of these partners play an integral role in unlocking new opportunities for Canadian companies and Microsoft is committed to helping their partner ecosystem build profitable businesses and successfully take their solutions to market.

Microsoft Canada presented these awards in 16 categories on July 16, 2018 at the Microsoft Inspire conference in Las Vegas, Nevada. Winners were selected based on the outstanding work the companies provided to their customers and community.

“This year’s IMPACT award winners represent the best and most forward-thinking innovators coming out of our partner community in Canada,” said Suzanne Gagliese, Vice President, One Commercial Partner, Microsoft Canada. “Microsoft’s partner ecosystem plays a fundamental role in driving Canada’s innovation agenda forward, and ultimately strengthening our position as a globally competitive and prosperous country. We congratulate all of the winners on this amazing achievement and their continued dedication to bringing cutting-edge solutions to complex business challenges and providing digital transformation opportunities for our shared customers.”

“To be among great company and win the Modern Marketing Innovation award is such a great honour. For me, it validates the hard work and tireless efforts of our marketing team to achieve outstanding results.

Our accomplishment illustrates our ability to stay ahead of the curve and serves as a testament to all our marketing efforts.” stated Andrew King, Managing Director at WebSan Solutions Inc.

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WebSan Solutions Inc. recognized as the winner of the 2018 Microsoft Canada Modern Marketing Innovation IMPACT Award for the Second Consecutive Year

WebSan Solutions Inc. is proud to announce that our team has won the 2018 Microsoft Canada Modern Marketing Innovation award.  These annual awards recognize Microsoft partners who demonstrate excellence in innovation and implementation of customer solutions based on Microsoft technology. Microsoft prides on having the largest partner ecosystem in the industry, with over 14,000 partners across Canada. Each of these partners play an integral role in unlocking new opportunities for Canadian companies and Microsoft is committed to helping their partner ecosystem build profitable businesses and successfully take their solutions to market.

Microsoft Canada presented these awards in 16 categories on July 16, 2018 at the Microsoft Inspire conference in Las Vegas, Nevada. Winners were selected based on the outstanding work the companies provided to their customers and community.

“This year’s IMPACT award winners represent the best and most forward-thinking innovators coming out of our partner community in Canada,” said Suzanne Gagliese, Vice President, One Commercial Partner, Microsoft Canada. “Microsoft’s partner ecosystem plays a fundamental role in driving Canada’s innovation agenda forward, and ultimately strengthening our position as a globally competitive and prosperous country. We congratulate all of the winners on this amazing achievement and their continued dedication to bringing cutting-edge solutions to complex business challenges and providing digital transformation opportunities for our shared customers.”

“To be among great company and win the Modern Marketing Innovation award is such a great honour. For me, it validates the hard work and tireless efforts of our marketing team to achieve outstanding results.

Our accomplishment illustrates our ability to stay ahead of the curve and serves as a testament to all our marketing efforts.” stated Andrew King, Managing Director at WebSan Solutions Inc.

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Dynamics 365 Business Central Inventory Planning

Dynamics 365 Business Central Inventory Planning

Do you know what items you currently have on hand? Do you know which items are needed? Join our webinar to see how the inventory planning system works in Microsoft Dynamics 365 Business Central.

This session will include:

• Extensive inventory planning capabilities for procurement and manufacturing
• Reorder point planning and full MRP
• Planning combination of location and item (stock keeping units)
• Dashboard/Reporting in Power BI

Date: Thursday July 26, 2018
Time: 11:00AM - 11:30AM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!


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Microsoft Flow, your simple solution for synchronizing data!

Microsoft Flow, your simple solution for synchronizing data!

Looking for a simple way to synchronize data between the various business applications which you run your business on? Attend our webinar on Microsoft Flow to learn how you can create automated workflows bridging the gap between your business-critical apps and services. Microsoft Flow currently offers over 200 connectors, with new ones being added all the time.

This session will include:
• What is Microsoft Flow
• Available Connectors
• Use Cases
• Creating/Managing a Flow

Date: Wednesday August 1, 2018
Time: 11:00AM - 11:30AM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

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Do NOT get limited within Dynamics 365 --- Exporting Data to Excel

Analyze Dynamics 365 data to gauge performance. Recognize trends. Mass edit thousands of records. Share data with someone that is not a D365 User. These business requirements and so much more can be accomplished when you export your data to Excel or Excel Online from Dynamics 365. Plus extracting a large number of records is a non-issue because you can export up to 100,000 records in a single export file.

The Export to Excel feature has proven to be a vital asset in the D365 application over the years due its ease of use, and its obvious connection to Excel. With the continued enhancements in Dynamics 365, and the technology which can be integrated with the application, you can certainly do so much of your data analysis without ever leaving the environment, thereby reducing the need to export your data. Fact is though, so many have come to know, love and depend upon the tools and functions in Excel which bring data to life, thereby making the Export to Excel feature a much-coveted feature still.

Besides the need to extract data for data analysis, the Export to Excel feature carries another extremely valuable purpose. What if you have a query of 10,000 Account records, for example, and want to update the Industry field on all of them to the same value? Sure, you could select a maximum of 250 records per page and mass edit them. But consider this, 10,000 divided by 250, you would need to repeat the process 40 times. And let’s be realistic, out of the 10,000 records, chances are slim you would be modifying the Industry field value to the exact same value for all.

By leveraging the export to Excel function, not only can you view thousands of rows of data at once, you can also update all of them at once too. Data is exported in the same format as you see in your View, so text remains text, numbers remain numbers, and dates remain dates. The cell format in Excel may change for some formatting types, so you will need to be aware of this and be sure to update the affected rows accordingly.

Make any necessary changes in the exported file, and then import the file back into Dynamics 365. Just like that, your 10,000 Account records have been updated in a fraction of the time, and you have significantly reduced the risk of making an error.

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Have an idea, bring it to life with D365 Custom Entities!

Out of the box, Dynamics 365 has many great out-of-the-box entities such as accounts, contacts, leads, and opportunities. However, it is often the case, that the out of the box entities may not be the right fit or the only fit for every business. Businesses often have their own special requirements, and when these requirements do not fit the D365 mold, we look to custom entities to accomplish the desired result. Through the configuration of custom entities, D365 can be tailor fit to meet any business’ unique needs. That means custom forms, fields, business process flows, views, charts, and dashboards, all based on your specific requirements.

D365 out-of-the-box is like a good suit, you purchase it because you like the suit, but know that to get the “right fit,” your next stop will be your tailor. Custom entities are your D365 tailor. With custom entities you can construct entities based on your organizational needs. These custom entities can drastically elevate your D365 experience. By creating custom entities you’ll have a unique, one of a kind system, unlike anything on the market. This could be as simple as an entity to capture employee data in your organization, to a collection of custom entities working together to bring you a whole new experience.

The following is an example of some custom entities built to manage human resource activities. The below demonstrates a custom navigation tile built to clearly distinguish the custom entities which have been built to fall within the Human Resources component of the system, thereby easily distinguishing it from the out-of-the-box areas of the environment.

The Candidate entity in the collection had fields created and a custom business process flow built to manage the hiring process. This entity had relationships built which further tie it to the other custom entities which fall within the human resources collection. Being this is all custom built, the skies the limit. If you can imagine it, you can make it a reality.

Custom entities truly transform your D365 environment to fit your business requirements, so you never have to compromise. D365 out of the box is a great base to get started, but one size does not fit all, and that is where the ease and flexibility of the system is best recognized and where custom entities shine. Talk to your team and determine how you can leverage custom entities in D365, then email us at This email address is being protected from spambots. You need JavaScript enabled to view it. to discuss your ideas and get started on the path to building your perfect D365 environment.

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WebSan Solutions Named Finalist for the Microsoft Modern Marketing Innovation 2018 Award

Microsoft Canada has announced that it has named WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider, a finalist for the Modern Marketing Innovation Award of the 2018 Microsoft IMPACT Awards for the second consecutive year.

Each year, Microsoft Canada hosts the IMPACT Awards to celebrate innovation in technology recognizing the outstanding work our partners do to deliver virtually seamless solutions to customers. The IMPACT Awards showcase the excellence and innovation within our Canadian Partner community.

The Modern Marketing Partner of the Year Award recognizes a partner who is using modern/digital marketing practices to acquire, convert and retain customers. The Modern Marketing Innovation Award recognizes an exceptional partner who excels at developing and delivering the use of campaigns using SEO, SEM, Search, Content Marketing or Social and demonstrates their Impact to drive leads and opportunities.

Microsoft IMPACT Award winners and finalists will be recognized at the IMPACT Awards Finalist Dinner of the Microsoft Inspire event on July 15, 2018 in Las Vegas, Nevada. A listing of all winners and finalists are on www.microsoft.com/en-ca/sites/impact-awards.

“We are thrilled to be recognized as one of the finalists of the Microsoft Modern Marketing Innovation Award for the second year in a row,” says Andrew King, Managing Director at WebSan Solutions Inc. “WebSan Solutions’ digital marketing solutions have always achieved the goal of making Microsoft Dynamics products easily accessible and readily available to both customers and prospects through our unique marketing efforts.”

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Quick Create Forms, Data Entry Simplified!

One of the most common tasks for users in Dynamics 365 is entering data. Often users are required to enter data while on the call with a potential client or customer. Opening a new form and having to switch back and forth between screens can eat up valuable time for you and your client. It can also cause the user to lose focus and forget important information. Quick create forms give users a way to capture key information quicker and with less distractions.

To deploy quick create forms for your D365 environment, simply follow the steps below and you will be on your way to creating a more efficient data entry screen in no time.

Firstly, to use quick create forms you must enable it on the entity level. To do so, go to Settings > Customizations > Customize the System.

In the customization window navigate to the entity you wish to create the quick create form for and confirm that the ‘Allow quick create’ box is checked, otherwise select it to enable this feature.

Now that this has been enabled, go to the entity’s form section > click new > pick quick create form. This will open the quick create form editor.

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Dynamics Integration With O365 Productivity Tools Webinar

 

 

Dynamics Integration With O365 Productivity Tools Webinar


Join our webinar on “Dynamics Integration with O365 Productivity Tools“ happening on Wednesday June 27, 2018 at 11:00AM – 11:30AM EST. See how your business can become more productive using the O365 suite and integrating it within Microsoft Dynamics 365 Business Central. Seamless communication with out of the box solutions including,

O365
SharePoint
OneNote
Power BI
Microsoft Teams
OneDrive
Office Lens
Exchange

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See what matters most with Dynamics 365 Dashboards

Creating views and charts are a meaningful way to analyze and visualize your data, but they often live in multiple entities in Dynamics 365, and truth be told, you probably overlook or do not use them to their fullest potential. Custom dashboards in D365 give you the ability to pull together a variety of views and charts into one place, providing you a single stopping point to easily view metrics which span multiple entities.

Dashboards can be made up of views, charts, web resources and iFrames, allowing you to build your own collection of business intelligence metrics.

There are two types of Dashboards which can be created, system dashboards and personal dashboards. System Dashboards are created by a System Administrator or System Customizer, and are available to everyone in the organization. Personal Dashboards are those that a User can create for themselves, and are only viewable by that User (or Users they “share” the Dashboard with), and what this blog will focus on.

Creating a Personal Dashboard

You can create a personal dashboard by going to the dashboard area of Dynamics 365, and selecting an existing Dashboard and performing a “Save As” or create a new one. You are presented with layout choices, select one and click Create.

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WebSan Solutions is a Gold Certified Microsoft Partner

Multi-Award Winning

Gold Microsoft Partner

Microsoft Partner of the Year

Dynamics 365 Business Central

Microsoft Canada Impact Award

Business Applications

Microsoft Inner Circle

Business Applications
WebSan is a Microsoft Solutions Partner

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