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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

Click Here to Sign Up for the Webinar Today!

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

Time: 2:00PM - 3:00PM

Click Here to Sign Up for the Webinar Today!

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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!

For customizers: Check out the video below which explains what a model driven app is and how you can customize a model driven app to meet the requirements of your organization.

Click here to learn how to create a model driven app!

For End Users: Check out the video below which takes you through navigation tips within the Unified Interface.

Click here to learn how to navigate the Unified Interface!

Check back often for updates! And if you need any help along the way you can reach us simply by This email address is being protected from spambots. You need JavaScript enabled to view it.

Friday, 12 June 2020 15:27

Jobs 106: Posting Setup and Control

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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

• Time and materials

● T-accounting

Date: Thursday June 25, 2020

Time: 2:00PM - 3:00PM

Click Here to Sign Up for the Webinar Today!


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.

During these unprecedented times, it's vital to stay connected with colleagues, Microsoft Teams is the hub for team collaboration in Microsoft 365 that integrates the people, content, and tools your team needs to be more engaged.

Learn more about Microsoft Teams today by clicking on the link below.


Click Here to Learn More about Microsoft Teams

Thursday, 14 May 2020 16:58

Jobs 105: Billing and WIP

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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.

It's important as a Microsoft Dynamics Expert to be comfortable talking about all the different products and modules. You never know when someone may ask your opinion or help on something. While in self-isolation, it's important to continue networking and connect with as many people as possible. Start by choosing a social media platform and joining the Microsoft Dynamics group that is available. These groups are filled with Microsoft Dynamics experts such as yourself. Joining these communities will ensure that you get the latest industry news and can connect with other professionals. It would also be perfect for updating your social media platforms and for making sure everything is up to date and looks professional.

By following the steps that we provided, this will ensure that your career development does not get put on hold. This global pandemic is going to force everyone to be as innovative as Microsoft. Get started today by registering for some Microsoft Dynamics courses from WebSan University. These courses are available online and done in video format. Use the promo-code TWENTY to get 20% off of your first course.


Click Here to View the WebSan University Catalogue