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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What's New November 2019 for Office 365?

 

 

 

 

What’s New November 2019 for Office 365?

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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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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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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

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Dynamics 365 Unified Interface: Are you ready?

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

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

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

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Business Central Manufacturing Series Part 8: Reporting

 

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

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How to Identify Spoofing Emails

 

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

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Thinking of transitioning to the cloud with either Dynamics GP or Dynamics 365 Business Central?

 

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.

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Business Central Manufacturing Series Part 7: Standard vs Actual Costing



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

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Project Types in Microsoft Dynamics GP

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

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Resetting a user password is made easy with the Reset a Password Window in Office 365.

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

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How to Create a User in the Office 365 Admin Portal


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

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BUSINESS CENTRAL MANUFACTURING SERIES PART 6: SUBCONTRACTING

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

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Phishing Emails are Getting Harder to Detect; Here are Two Tips for Spotting Them.

 

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.

Click Here to Learn More About Microsoft 365

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Business Central Manufacturing Series Part 5: Capacity Planning

This webinar is a continuation of the Business Central Manufacturing series. In Part 5, we will examine the capacity setup that is required to run production planning with constrained resources. This webinar will focus on the following:

●How to set up capacity
●How to set up work centers and machine centers
●How to set up shop calendars and capacity calendars
●How to use registered absences
●How to use capacity journals

Date: Wednesday June 26, 2019
Time: 2:00PM - 3:00PM EST

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How to integrate your business’ productivity tools using Microsoft Dynamics 365

For a business to be successful, it has to be able to analyze data immediately in real time, and handle the market changes while ensuring that different departments are in communication with each other.

Microsoft has developed a convenient and affordable platform that connects your business processes through Dynamic 365 and office productivity tools.

What is Dynamics 365?

Dynamics 365 is a product line of enterprise resources planning and customer relationship management applications.

Dynamic 365 is a Microsoft-based technology solution that is bringing together all aspects of your business to improve existing workflow, recognize and pursue potential and viable business opportunities and manage the current market to stay ahead of the competition.

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Don’t Get Caught in These Five Major Implementation Problems for Business Central!

 

Here at WebSan Solutions, we’ve had a lot of hands-on experience when it comes to implementing Microsoft Dynamics Software. From our experience, we’ve gathered five major problems a company would want to avoid in order to succeed in implementing Business Central.

1. Don’t have the IT department and leadership executives make all the buying decisions. Include other employees that will be actively using Business Central from the finance, operations, manufacturing and warehouse departments. They can provide constructive feedback to make Business Central work best with your current business processes. 

2. Give yourself time in the implementation process to go from the decision-making phase to the launch phase. If this process gets rushed, there's a high chance that the project won't be successful. Try implementing Business Central in smaller stages. Rushing the process would only create a lot of unnecessary problems and make employees feel overwhelmed.

3. Implementations, especially the more complex ones, can take up to half a year to be completed. Best practices would indicate that you need to come up with a plan. Putting a plan into effect will set the stage for where the business is headed, reduce any employee confusion and avoid running into problems.

4. If you don't invest in employee training, there's a risk of disrupting the implementation process. The process of upgrading to Business Central can be a frustrating time for employees. Keeping open communication about the implementation status and providing a substantial amount of training creates more involved employees. Make your employees feel more involved with this process and become more well-rounded when it comes to using Business Central.

5. Many companies neglect the importance of testing the newly installed software before the go-live date. Your employees need to test out Business Central before the go-live so they can bring attention to any technical problems and if everything is in working order. By missing this part of the implementation process, the system might not be ready for go-live and could result in an unsuccessful launch.

When it comes to implementing Business Central, there needs to be a plan put into place. If you avoid the five major problems listed above, your business will strive towards a successful implementation.

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Microsoft 365 Update for April 2019

Microsoft’s newest update covers everything from compliance requirements, message encryption to Azure password protection.

Below is a list of Microsoft 365’s new updates:

Editor in PowerPoint

The editor in PowerPoint now has multi-language support. This update can support English, French, Spanish and German. The system will recognize which language is being used and suggests fixes and appropriate grammar and spelling rules in the correct language.

Brand New Icons in Office 365

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