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WebSan Solutions Inc. will host a webinar in collaboration with Insight Works about Canadian Payroll in Microsoft Dynamics 365 Business Central. Registrants will be introduced to the features and functionalities of the system. Registrants will learn how D365 Payroll simplifies the payroll process and automates their business, by exploring the following features:

  • Employee Timesheets
  • Manage Employee Details
  • Bank Integration
  • Direct Deposit or Cheque Payments
  • General Ledger Integration
  • Up-To-Date Tax Tables
  • Security
  • Privacy
  • Back-Ups
  • ESS (Employee Self Service)

Time: 11:00AM EST - 11:45AM EST
Date: Thursday May 24, 2018

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!


Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

Published in WebSan Blog

LinkedIn Sales Navigator is an enhanced social selling tool which learns from your behaviors and preferences to recommend viable prospects. Not only that it also feeds you information which can help you enhance your current connections, and give you insight into new potential connections. Partner this tool with Dynamics 365, and you are off to the races, providing you with integrated tools which allow you to have all the information you need in one place.
 
Topics of Interest:
· What is LinkedIn Sales Navigator
· Leverage the feature set of LinkedIn Sales Navigator
· CRM Widget - Company and Member Profiles embedded in D365 records
· CRM Sync - Bi-Directional Sync between D365 and LinkedIn Sales Navigator

Date: Thursday, April 26, 2018
Time: 11:00AM EST - 11:30AM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

Published in WebSan Blog

 

 

Microsoft Dynamics 365 Voice of the Customer – Reach Out and Engage Your Customers

Measure Satisfaction. Improve Customer Relationships. Gauge Customer Needs. The Voice of the Customer Solution for Dynamics 365 provides these capabilities, and so much more! Through the creation of surveys, connect with your customers to gain insight into how they rate your support; understand their needs to align with product offerings; measure feedback on conference attendance; gauge interest on topics; enlist product testers…the list is endless for how surveys can be utilized. Along with surveys, the Voice of the Customer solution enables you to measure the feedback which is returned and provides various functionalities for action to be taken.

This session will focus on the following:

  • What is Voice of the Customer
  • Why you should consider Voice of the Customer
  • Components that make up Voice of the Customer
  • How Surveys Can Be Distributed
  • Survey Data Reporting & Analytics

Date: Wednesday March 28, 2018
Time: 11:00am - 11:30am EST

Click Here to Sign Up For The Webinar Today!

 

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

 

Published in WebSan Blog


This webinar is a continuation of the Dynamics NAV Manufacturing Series. In Part 7, we will discuss the following;

  • Variance reporting
  • Labor reporting
  • Dashboards and insights
  • Power BI
  • Variance reporting
  • Labor reporting
  • Dashboards and insights
  • Power BI


Date: Tuesday March 20, 2018
Time: 11:00am - 12:00pm EST

Click Here to Sign Up For The Webinar Today!

Published in WebSan Blog

If you have used Microsoft’s Business Portal solution for tracking your employee time and expenses even once in the past, you will definitely understand the meaning of this title. Do you find Business Portal too complicated for your business needs? Are you looking for a simpler and more effective way to track your employee time towards clients and projects?

WebSan Solutions offers a robust, out of the box Time & Expense Management System that keeps track of your employee’s time and expenses easily. Our system not only allows you to record your time and expenses, but also you can request and approve time off for holiday, vacation or sick time as well as create and approve Purchase Requisitions. What is more, all of these options are accompanied by powerful and flexible reporting tools in order to review your progress in a presentable manner.

This September 2013, we are releasing the newest version 4.0 of our Time and Expense Management System for all hosted and on-premise clients. The updated version will include enhanced user settings and group management features to provide better control to system administrators. Additionally, new menus, dynamic resizing and re-designed color schemes make user environment and navigation more appealing.

For more information, you can view our Time & Expense Management System in action or contact us to request a demo.

Doriana Kote, Marketing Assistant, WebSan Solutions Inc., a Channel Elite Awards Finalist for 2013

Published in TEX Portal

The last release of Microsoft Office was in 2010, now three years later Microsoft unveils their new “sleek appearance” and features with Office 2013. The new appearance coincides with the Windows 8 look; they’ve added better functional improvement and links to SharePoint and SkyDrive.

There is the option of purchasing the software separately or getting Office 365 for your business. Still questioning if it’s time to upgrade? Here are some features that I’ve done research on that might change your mind.

Do you find that your desktop applications are taking up too much space on your hard drive? Microsoft has introduced SkyDrive Integration with Office 2013. Office 2013 is designed to integrate with the cloud using SkyDrive and SharePoint. That’s a big benefit to SMB if you prefer to store your documents in the cloud. If you're still skeptic about the cloud, you still have the option of saving files on your local drive.

Do you find that you are always on the go and can’t bring your laptop with you all the time? When business is booming you might find yourself all over the place, with no time to sit at a desk. But using Office 2013/Office 365 you will be able to view your documents online using a PC, tablet or WebApps. This feature makes it easier to pick up where you left off working, even if you open the file on a different device than you last used.

Do you have trouble using Excel? Do you need to use Excel to create charts and monitor sales? Excel 2013 has a new feature called Recommended Chart which you select the data to chart and click Insert > Recommended Chart to see options such as line, bar, and pie charts that the program recommends for your data. Click each chart to preview what your data will look like in that form.

Received a PDF that needs to be edited? In the new Word 2013 you can open a PDF file and edit it on the spot. When you’re done editing it you can save it back to a PDF or a Doc.

After everything stated in the above, aren’t you curious to at least try a free trial of Office 2013/365? Let me know what you think by posting a comment below!
Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Microsoft Office 2013

Published in Dynamics GP
Monday, 11 February 2013 09:30

Microsoft adds Skype to its CRM application

Since Microsoft has released an update to its Dynamics CRM Online software, they decided to add a new capability to its system. Skype is a service that allows back and forth communication with people by voice and video using a microphone and a webcam, and instant messaging over the Internet.

Users could make Skype calls when using Dynamics CRM. Microsoft has said that this new feature will "Guide sales and service professionals through predefined lead, opportunity and case-management processes."

But users aren’t forced to use the Skype application. You have the option of “opting in or out” of this new feature. Microsoft understands that their users might prefer to use the Outlook interface instead.

Microsoft has also stated that this new update includes support for Firefox, Chrome Browsers on Windows PC and Safari on Macs. The update also includes more integration with Bing Maps that will create addresses and other information about prospects and leads. In mid-2013, Microsoft is preparing to run a mobile version of CRM on Windows 8 and iPad devices.

Microsoft is moving in the right direction integrating customer relationship management with social media. This is a great way to stay connected and to maintain relationships, whether it’s a B2B or B2C relationship.

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

 

Published in Uncategorized

Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

There are a number of recorded issues with Microsoft Dynamics GP 10.0 and 2010 when attempting to reference VBA code on 64-bit machines. Both Office 2010 and Crystal Reporting are known culprits in causing this issue to occur, as their installations update some system registry keys for VBA 6 incorrectly. Office 2010 references VB7, thus it should not be affecting keys it does not require. Registry Keys are used by the system as container objects, similar to folders, that can store values or further keys. If the value of a registry key is changed without the knowledge of an application that references its value, problems can arise. This would be the case for the VBA 6 file not being found.

I recently had a client of whom we were aiding implement an on-premise installation of GP and needed to deploy the software, along with any customized forms and reports we had designed, to a dozen workstations. After completing the deployment steps without any issue on the first three workstations, it was not until the forth that the system administrator eventually encountered the “File not found: VBA6.dll” error. The error can occur either on login to GP or when accessing custom VBA code through ‘Modifier’, if installed. Upon discussion, I was told that both Office 2010 and Crystal Reporting resided on the machine (Crystal was later removed, however the effects its installation has on registry keys can remain even after its removal).

To resolve the issue, there are two steps that need to be confirmed and/or completed to allow GP to properly reference the system dll:

(NOTE: Making changes to system registry keys is only advisable for advanced users, as incorrectly performing any steps can corrupt the system if care is not taken. Contact your system administrator for help.)
1. Ensure that Dynamics GP is not running.

2. We need to ensure that ‘VBA 6 Core components’ is installed on the workstation. This can be found in the following path: C:\Program Files (x86)\Common Files\microsoft shared\VBA\VBA6\VBE6.dll

If the file or path does not exist, then the VBA6 folder can be copied from another workstation that has it on their system. Otherwise, the VBA 6 Core Components will need to be downloaded and run on the machine to install the correct files. This can be accessed from: https://mbs2.microsoft.com/fileexchange/downloadfile.aspx?fileid=2208ac6f-d575-4f34-8b19-40340fe3d20c(the download will require either a CustomerSource or PartnerSource login). The file can be obtained through other means, but you need to ensure that the file is coming from a trusted site as dll files, along with any system files, can be dangerous to your system if they are not genuine.

3. Once the path and the dll file exist on the workstation, we will need to update a registry key to point to the new path:

a. Click on the Windows start button and in the search box, type: regedit and hit enter

b. This will open the Registry Editor window.

From here, you will need to navigate on the left side of the window to: HKEY_CLASSES_ROOT\TypeLib\{000204EF-0000-0000-C000-000000000046}\4.0\9\win32

and ensure the path for the key is set to: C:\Program Files (x86)\Common Files\microsoft shared\VBA\VBA6\VBE6.dll

Registry Editor

c. If the path specified above does not exist in the System Registry, then we will need to create a registry file to add the appropriate node.

i. Open ‘Notepad’ and copy the copy the following text into the blank document:
Windows Registry Editor Version 5.00

[HKEY_CLASSES_ROOT\TypeLib\{000204EF-0000-0000-C000-000000000046}\4.0]

@="Visual Basic For Applications"

[HKEY_CLASSES_ROOT\TypeLib\{000204EF-0000-0000-C000-000000000046}\4.0\9]

[HKEY_CLASSES_ROOT\TypeLib\{000204EF-0000-0000-C000-000000000046}\4.0\9\win32]

@="C:\\Program Files\\Common Files\\Microsoft Shared\\VBA\\VBA6\\VBE6.DLL"

[HKEY_CLASSES_ROOT\TypeLib\{000204EF-0000-0000-C000-000000000046}\4.0\FLAGS]

@="0"

[HKEY_CLASSES_ROOT\TypeLib\{000204EF-0000-0000-C000-000000000046}\4.0\HELPDIR]

@="C:\\Program Files\\Common Files\\Microsoft Shared\\VBA\\VBA6\\"

ii. Save the Document as a .reg file. Now, double-click on the registry file you just created and click ‘OK’ to add it to the system registry.

4. Start GP and enter your credentials. Now proceed to perform whatever task was notifying you of the error.

With the dll file in place and the path correctly pointing to the file, the error message should disappear. Hopefully, Business Objects, and especially Microsoft, ensure that their products do not affect any registry files that do not pertain to the particular application themselves.

Brandon Germaine is an Application Specialist at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact Awards Finalist. Brandon can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 219.

Published in WebSan Blog

Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

If you have ever created any customized reports from within Microsoft Dynamics GP, then you are quite aware of how reporting can be a useful tool in extracting the exact information needed to increase your productivity and make effective business decisions. While there are a number of different reporting methods that can be utilized (such as SQL Server Reporting Services (SSRS), SmartLists, and Word Templates), the most popular and basis for reporting within GP is Report Writer.

While exceptionally powerful, Report Writer is not the easiest application to operate without prior knowledge or experience. However, the following is a trick that one can use to have Report Writer work for you.

A few weeks ago, a client had requested a Purchase Order form for a new company that they had just recently added to GP. The formatting of the PO form was to resemble that of an existing company, the only difference being a change in logo in the top-left corner of the report. Should be easy. However, Report Writer will only allow two versions of the same type of report: either the original GP standard or the modified version. When a report is 'modified', it will print in place of the standard version of the report. Although there are both 'Copy' and 'Duplicate' options when choosing a report to customize in Report Writer, these secondary versions of the report will only be accessible through (Reports → Customized) within GP and cannot be printed or displayed, for example, from the 'Purchase Order Entry' window.

Luckily, the Purchase Order form has two documents types: the Blank form or Other form. This way, both companies can utilize their own type of purchase order form. However, if the client requests the POP Purchase Order Other Form to be a copy of the POP Purchase Order Blank Form, the latter having numerous formatting changes and functions created; the replication of this report can be a lengthy process. There must be a better way, right? Well, there is.

Through the (Microsoft Dynamics GP → Tools → Customize → Customization Maintenance) menu, you can export a package file of the report you wish to copy. Package files are XML formatted and contain all the modifications and fields used on the report. Due to their text-based nature, these files can be manipulated within a simple text editing program, such as Notepad, without ever having to access Report Writer itself. After exporting the POP Purchase Order Blank Form as a package file (the form we would like to replicate) we can open the file and copy all text between the Report “POP Purchase Order Blank Form” line and the closing </Component>line.

1

2

This can then be pasted into an exported POP Purchase Order Other Form package file, in the exact same location of the text document (between Report “POP Purchase Order Other Form” and the closing </Component>).

Once saved, the POP Purchase Order Other Form package file can be imported back into GP through the Customization Maintenance window. The only step remaining is to replace the logo in Report Writer with that of the new company. Simple.

When importing packages into GP, it is important that all users, other than yourself, are logged out as the package will not import correctly and problems can occur. Backing up existing packages files is always a good idea in the case that something goes awry. Access will also need to be granted to the users who wish to view or print the modified report.

Tricks like this one can save you a lot of time and stress when dealing with reporting in GP, and if a particular task appears as though it will take more work than warranted, then it is likely that there is an easier way of accomplishing it.

Brandon Germaine is an Application Specialist at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner & 2012 Microsoft Impact Awards Finalist. Brandon can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 219.

Published in WebSan Blog

The release is almost here! Business is growing and so is technology so look no further! Microsoft Dynamics GP is committed to helping you do this by delivering a widespread vision and solution for your business. In part 1 of this blog I will be talking about 3 features that you can look forward to in the upcoming release.

Take command of your business

 

Have access to Dynamics GP virtually everywhere. There will be a new web client so you can use and contribute to Dynamics GP anywhere, anytime. The business analyzer dashboard helps you gain access to key performance indicators, reports and important information.

What’s new about business intelligence is it now offers both full service and self-service users have more of an “out-of-the-box” Microsoft SQL Server Reporting Services and Microsoft Excel Reports.

 

Drive efficiency up while you drive costs down.

 

The new Dynamics GP will decrease operating expenses and improve cash flow more than ever. The sub-ledger reconciliation identifies discrepancies between your general ledger and sub-ledgers, eliminating time-intensive, manual inventory and bank reconciliation processes. Microsoft has improved on their purchasing module because it’s now able to enter quantity overages and automatically close purchase orders left open due to quantity shortages.

Position your business on a platform for growth.

 

This new version will have the security and flexibility to adapt and grow while saving you on IT costs.

You can now integrate your enterprise resource planning (ERP), customer relationship management (CRM), and productivity solutions on one platform to connect your business.

By: Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner

Published in WebSan Blog
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