Transition to Cloud Dynamics GP
Dynamics GP is a mature and robust ERP solution. However, over time, many clients have grown tired of maintaining servers, performing upgrades, etc. These clients are content on the system and have no reason to find another ERP platform. These clients will often transition their existing Dynamics GP environment to the cloud. WebSan is currently the largest cloud Dynamics GP partner in the country, providing hosting services for many organizations, large and small. We have a standard migration process to seamlessly transition your Dynamics GP environment to the cloud.
In the cloud, customers benefit from complimentary upgrades and backups. Security is also administered on a complimentary basis. Further, our full suite of services allows users to expand into areas of automation such as EDI or other integrations, opening up many possibilities that do not exist today. Further, upgraded environments allow customers to take advantage of Power BI & workflows capabilities that Microsoft has recently deployed.
This is a feature that allows you to connect your Dynamics GP on-premise data to the cloud through Dynamics 365 Business Central. This option is great for those clients that want to leverage cloud technologies while maintaining their software in on-premise. This has been a focus on Microsoft over the past year as users start to leverage the Power Platform. The Intelligent Edge allows customers to bridge between their current system and Dynamics 365 Business Central by bringing data into D365. Data is synchronized in the Intelligent Cloud on Azure. Data can then be used with all of D365’s built-in capabilities such as AI, Machine Learning, data storage through the Common Data Service, and the Power Platform (Power Apps, Flow, Power BI).
This is great for those looking to leverage cloud solutions but not ready to transition their Dynamics GP environment.
Implement Dynamics 365 Business Central
A comprehensive ERP, D365 is ever-expanding its abilities. Dynamics 365 Business Central allows a for a single solution to run your business. It seamlessly connects to other Dynamic 365 applications, such as retail, field service, CRM, etc. This is design for those looking to fully transition to the cloud as all data is stored on Azure.
WebSan offers fixed fee implementation plans for clients looking to make this transition (see http://www.websan.com/solutions/microsoft-dynamics-365-business-central).
Standard costing is an estimate of how much it's going to cost to produce a product. Business Central makes it easy to monitor and adjust the standard and actual cost of producing a product. Companies will be able to locate any variances between the standard and actual costing. Register for our webinar and learn how to:
● Overview of Standard Costing and Actually (FIFO)
● Differences Between Standard Costing and Actually (FIFO) Costing
● Variance Reporting
Date: Wednesday August 21, 2019
Time: 2:00PM - 3:00PM EST
Project Types in Microsoft Dynamics GP
The Project Accounting module in Dynamics GP is a very robust application enabling users to monitor the financial results of a project. One of the best features with this module is that it ties in with all the other modules within Dynamics GP. Therefore, if an invoice needs to be posted it can be done in the same system. For a company to use the Project Accounting module correctly it must first understand its current project structure and what is required in terms of KPI’s and reporting. Once this has been decided the company will have to choose the project type to use for this project. There are three types of projects in Dynamics GP:
Cost Plus – Customer pays for the actual project cost plus an added margin percentage
Fixed Price – Customer pays a fixed fee for the project
Time and Materials – Customer is billed for all costs that are incurred on a project
Watch this FREE 5-minute video reviewing the three different project types in much more depth.
That was a detailed breakdown of the different kinds of projects that are available inside Dynamics GP. The projecting accounting module offers a lot of features that would require some training to learn everything. WebSan University offers a 7-part series for Project Accounting in Dynamics GP. This can be completed at your own pace, there’s no need to spend thousands of dollars hiring consultants. The courses are available online and are done in an instructional video format. Each video is only an hour long and provides a deep dive into how to navigate the system. The 7-part series for Project Accounting is available for $50 and use the promo code SAVEONPA to receive a 20% off the series.
Microsoft Office 365 requires employees to use their username and password in order to log in. However, a common issue that you might come across is people forgetting their passwords. When this occurs, Office 365 admins have privileges to reset the password. To begin resetting a password, follow the steps below:
1. From the Microsoft 365 Admin Center
a. Look for the Active users" tile.
b. Select "Reset a password"
i. A side window will open and from there you can search for users for which you need to change their password, or you can scroll down the list of users.
1. From that list you need to click the check-box beside the user(s) who need a password change.
a. You can choose one or multiple users for resetting passwords
b. Your own password can not be changed with multiple selections
2. The next side window to appear will show you who has been selected and present you with the option to Auto-generate a password of all the manual creation of one.
a. You can choose the check box to make the user change their password when they next sign in. If it is unchecked, then the password will remain the same until the user changes it themselves.
3. Click the "Reset" button and the next window will show success of the password reset(s).
4. There is also a choice to send an email to a specified email address with the password. This is optional.
Microsoft Office 365 makes it easier than ever to manage users from the Admin Center. Want to find out how Office 365 can help your company? Click the link below to learn more about the features available in Office 365.
The admin user in Offer 365 can add, delete and even manage users using the Microsoft 365 admin center. To start creating users with the Office 365 Admin Portal it’s important that each employee has their own Office 365 license. After all the licenses have been purchased the admin users can start adding users one at a time. After completing all the steps below the user will have an Office 365 license, sign in credentials and an Office 365 mailbox.
Creating users in Office 365 is a straight-forward and easy process.
1. Within the Microsoft 365 admin center
a. Look for the "Active users" tile
b. Click on "+ Add a user"
i. The following side window will open asking for information about the new user is created
2. Fill in the appropriate information and be sure to enter the product licenses before clicking the "Add" button.
ii. A user can be created without a license by clicking the last choice under Product licenses.
As you can see adding a user into Office 365 is a very quick and easy procedure. Additional features for the admin user in Office 365 include but are not limited to: creating groups, managing resources and reviewing reports. Want to learn more about Office 365 and its benefits? Click the link below for more information.
This webinar is a continuation of the Dynamics 365 Business Central Manufacturing series. In Part 6, we will discuss how to process subcontract work in Dynamics 365 Business Central from setup until the work is finished. The webinar will also focus on the following:
• Overview of the subcontracting process in Business Central
• How to assign a subcontractor work center to a routing operation
• How to use the subcontracting worksheet to issue purchase orders to subcontractors
• How to review subcontracting ledger entries
Date: Wednesday July 31, 2019
Time: 2:00PM - 3:00PM
Phishing emails are a form of fraud. These emails try to get personal information such as usernames, passwords, or credit card numbers. This is done by impersonating a reputable brand or person within an organization. If an employee opens a link that they don't recognize, it can be very harmful to your company. Start protecting your company by adding Microsoft 365 to your business and gaining an advanced level of security and threat protection. It's also recommended to educate employees on how to spot phishing emails to ensure that your business stays safe. Here are two tips on how to spot a phishing email.
Check the Sender's Email Address
There are so many emails that get sent to your inbox on a daily basis. Hackers can create a fake email address and select the display name that it will come from. Any from address that is not compliant with the RFC 5322 will be flagged and handled according to the phishing policy setup in Microsoft 365. When a suspicious email is received here are some things to watch out for:
1) Do you recognize the senders' email address, or it is a random string of letters?
2) You will see that the sender is not someone you work with.
3) There will be links that you are told to click on. The links will be to websites with malicious content, do not click them.
Check for Spelling Mistakes in the Body of the Email and/or in the Send Address
Hackers tend to live in different parts of the world and may not have the strongest writing skills. They rely on online translators to help them write messages, which is great for translating but not necessarily for making text grammatically correct. It's common for a phishing email to have spelling mistakes and be grammatically incorrect, which could be overlooked. If an employee receives a suspicious email, they should ask these two questions to help spot if it's a phishing email or not.
1) Does the message contain grammatical errors an English speaker shouldn't have?
2) Is the email consistent with previous emails I've received from this person?
It's essential for a small business to have security in place to detect these emails before they can cause any harm. Microsoft 365 has an ATP anti-phishing protection to protect your business from any malicious phishing attacks. Microsoft 365 offers a lot of security and advanced threat protection that small businesses should have to run a safe and successful business.