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!

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.

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!

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.

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!

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

What’s New November 2019 for Office 365?

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

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.

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!

Dynamics 365 Unified Interface: Are you ready?

Hold on to your hats because the Unified Interface for D365 is taking us on an exciting and wild ride of new layouts, features, and functionality. If you have not heard the standard web interface of D365 will soon be a thing of the past and will be replaced with the Unified Interface, providing Users across all devices the exact same experience.

Join us for this free webinar which will cover the following topics:

• What is the Unified Interface
• Changes to Navigation, Forms, and Business Process Flows
• New Features being introduced which are only available on the Unified Interface

Date: Thursday December 5, 2019

Time: 11:00AM - 12:00PM EST

Click Here to Sign Up for the Webinar Today!

Business Central October 2019 Update: The new features that matter!

Microsoft has just launched the newest updates for the 2019 wave 2 plan release. It’s important to stay current, so your company can best choose how to utilize these updates. Get in the know today, join our webinar, as we discuss how these updates will impact your business! In this webinar we’ll be discussing the following features:

• SmartList Designer
• Adjusting Columns
• Multi-Window Capabilities
• and so much more!

Date: Thursday, October 24, 2019
Time: 2:00PM - 3:00PM EST

Click Here to Sign Up for the Webinar Today!

Register for the final webinar in the 8-part manufacturing series. Business Central has many built-in reports available that cater to the manufacturing industry. It’s also capable of connecting data into Power BI which can be displayed on an interactive dashboard. Register for the webinar to learn more about:

● Variance Analysis for Production Orders
● Status of Released Production Orders
● Capacity Utilization and Availability
● Power BI Production Dashboard

Date: Wednesday September 25, 2019
Time: 2:00 PM - 3:00 PM EST

Click Here to Sign Up for the Webinar Today!

Spoofing emails are emails that look like they come from someone legitimate or from a well-known corporation. The most common spoofing emails is known as a whaling email, which is set up to be sent from a high-value target. Attackers will spend a lot of time on social media, discovering who is the CFO, CEO, or CIO of the company. An example of a spoofing email: Your CEO is requesting money or items be purchased through irregular channels. Luckily, there are ways to identify these and how to delete them. 

1.       Always check with the sender by phone call if you are unsure if they sent it. Take no action until you can verbally confirm that this is a legitimate email. 
2.       Look closely at the from address: 
a.       It may be spelled closely, but not exactly correct. 
b.       It may be from a domain that doesn't make sense the way it is spelled: 
                     i.            gogle.com instead of google.com. 
3.       The tasks in the email seem inconsistent with the personality or position held by the person it is said to be from. 
 
Attackers are great at creating scenarios where the employee feels a sense of urgency or fear of consequences. Tools such as Microsoft 365 has advanced threat protection in place to help spot if a spoofing email has been sent to your inbox. Start protecting yourself and your business from spoofing emails by installing Microsoft 365. Want to learn more about how Microsoft 365 can benefit your business? Click the link below to read about the features and benefits.

Click Here to Learn More About Microsoft 365

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.

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

Click Here to Sign Up for the Webinar Today!

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

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. 
              i.           

       

        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.

Click Here to Learn More About 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.   

Click Here to Learn More About Office 365