WebSan Solutions’ YouTube Channel Has Reached One Million Views!

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.

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  1812 Hits

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

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

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  1796 Hits

Top 10 Tips and Tricks for​ Dynamics 365 Business Central

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

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  2482 Hits

How to Select a Marketing Automation Solution for Microsoft Dynamics 365

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

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Business Central Jobs Webinar Series 107: Reporting and Dashboards

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

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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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Jobs 106: Posting Setup and Control

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

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Learn More About the Audio Conferencing Features in Microsoft Teams

 

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.

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Jobs 105: Billing and WIP


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!

  1713 Hits

Become a Microsoft Dynamics Expert During Self-Isolation

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.

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  2019 Hits

Jobs 104: Timesheets, Expenses and Requisitions in Business Central


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!

  3126 Hits

A Message From Our President Regarding COVID-19

Message from our President,

As the impact of COVID-19 increases across the globe, I wanted to explain the steps we’re taking to ensure continuity of customer service during the coming weeks.We aim to maintain the level of service that our customers expect from WebSan, as well as ensure that we keep our people safe. Additionally, we want to make sure our offices aren't helping to spread the virus.We’ve taken several steps to minimize the disruption over the coming period including restricting business travel, encouraging best hygiene practices and ensuring that people across all areas of our business are set up to work from outside the office.

Fortunately, we are a global business that is experienced in working with our customers remotely, over the phone or email, rather than in person, and as a result, we expect little disruption to your experience with us. We’ve built a business over the last 20 years that largely interacts with customers virtually – whether to implement our products, get support or get any assistance you might need from WebSan.

Like many organizations, we have had to change some of our plans. We won’t be running some of the face-to-face events that we had planned for the coming months, nor entertain onsite meetings, instead were using virtual events so our customers can still get access to resources and hear from our teams. This is a worrying time for everyone, but we hope with these measures in place that WebSan can be a company you can rely on during this pandemic.

Thank you for using WebSan.

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Jobs 103: Setting up a Job in Business Central

Jobs 103: Setting up a Job in Business Central

Project Managers that are currently using Business Central should register for this webinar! Join the Dynamics 365 Business Central Jobs Webinar Series, Jobs 103: Setting up a Job in Business Central. This webinar will be taking a deep dive into the actual project setup. The webinar will be going into great depth about the different variables and settings that are available right out of the box. Learn a few practical applications that any Project Manager can apply to their business. This webinar will be taking place on Thursday March 26, 2020, and demonstrating the following:

• Best practices for project setup (time/materials and fixed fee)
• Setting up WSB elements and task breakdowns for best reporting
• Impact of planning lines setup on budget, costs and revenue

Date: Thursday March 26, 2020
Time: 2:00PM - 3:00PM EST

Click Here to Sign Up for the Webinar Today!

  2410 Hits

How to Upload Business Cards into Dynamics 365 for Sales

 

HOW TO UPLOAD BUSINESS CARDS INTO DYNAMICS 365 FOR SALES

The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead into the system. It’s also common for prospects to provide their business cards which can get lost or misplaced amongst other piles of paperwork. With the help of Dynamics 365 for Sales a Business Card can be added into the Dynamics 365 for Sales for safe keeping. Follow the steps below to add a business card into the profile or a new lead or a new contact.

1. Ensure that you’ve been assigned the Common Data Service User role.

2. Login to the Dynamics 365 for Sales environment. 

3. Click on the Quick Add Button on the top right navigation pane and click on Lead or Contact.

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  2807 Hits

Jobs 102: Key Concepts and Setup Procedures in Business Central

Jobs 102: Key Concepts and Setup Procedures in Business Central

Join us for the second part of the Jobs webinar series “Jobs 102: Key Concepts and Setup Procedures in Business Central.” In this webinar, we’ll be showing you how to set up the Jobs Module in Business Central. Learn about the key concepts needed in order to set up the jobs module such as:

• Jobs setup and configuration
• Job card options for different project types
• Different transactions that affect job costs

Date: Thursday March 5, 2020
Time: 2:00PM - 3:00PM EST

Click Here to Sign Up for the Webinar Today!

  2161 Hits

Jobs 101: Overview of the Jobs Module in Business Central

Jobs 101: Overview of the Jobs Module in Business Central

This is the beginning of a seven-part series that will cover everything you need to know about the jobs module for Business Central. It's designed to help project managers stick to the schedule, budget, and monitor employee efficiency. What used to take multiple programs in order to handle a single project, Business Central has all the modules needed to handle it with one solution. Join our webinar and learn about the following:

• Job module overview

• WIP/Revenue

• Reporting

Date: Wednesday January 29, 2020

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  2959 Hits

What's New November 2019 for Office 365?

 

 

 

 

What’s New November 2019 for Office 365?

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  2737 Hits

How to Prepare Your Year-End in Business Central Webinar!

How to Prepare Your Year-End in Business Central Webinar!

It’s that time of year again! If your business is about to complete the fiscal year-end, then you must register for this month’s webinar! The webinar will be showcasing how to use Business Central to generate your fiscal year-end reports. Watch as we demonstrate the following in this webinar:

• Considerations

• Procedures

• Reporting

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  2581 Hits

How To create a lead in Dynamics 365 for Sales

How To Create a Lead in Dynamics 365 for Sales

Leads are generated through many different sources, and it can be hard to keep track of them all. To be qualified or disqualified as a future sale a lead must go through the sales process. Dynamics 365 for Sales makes it easier to monitor leads and automate parts of the follow-up process. Get started by learning how to add a lead into Dynamics 365 for Sales.

1.Login to your Dynamics 365 for Sales System


2. Ensure that your Dynamics 365 for Sales dashboard has the sales module open. On the right-hand side, under the sales header, click on Leads.


3. After the leads screen has loaded, on the top navigation pane, click on the +New button.

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  3187 Hits

Dynamics NAV to Business Central: Should you upgrade?

Dynamics NAV to Business Central: Should you upgrade?

Are you currently using Dynamics NAV and considering switching to Business Central? Get started today by learning the different steps needed in order to have a successful migration. Join the webinar and learn about switching from Dynamics NAV to Business Central:

• What is involved in a NAV -> BC migration project
• What does the timeline look like?
• What are the typical challenges and pitfalls to avoid?
• How much does it cost?

Date: Wednesday November 20, 2019
Time: 2:00PM - 3:00PM EST

Click Here to Sign Up for the Webinar Today!

  2466 Hits

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