Key Differences and Comparison:
Dynamics GP & Dynamics 365 Business Central

Microsoft Dynamics GP has been around for over 20 years and Microsoft Dynamics 365 Business Central is Microsoft’s newest accounting system. Both systems are geared to manage core finances for small and medium-sized businesses, but they also have some key differences. This webinar will be comparing the differences between Business Central and Microsoft GP, topics will include:

-Multicurrency
-Financial Reporting
-G/L Account Structure
-Project Accounting
-Manufacturing

Date:  Wednesday August 22, 2018
Time: 11:00AM - 11:30AM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Dynamics 365 Teams are a great way to manage records and tasks because teams can own records and have a definitive security role associated outside the scope of a Users default role. This provides enhanced visibility to managers regarding which group is responsible for which objective; extends a Users reach enabling them to access and work with records they otherwise would not have privileges for; and allows for a simplified security structure, particularly when managing a large group of users.

A few examples of situations wherein teams are best utilized include:

• When Users span multiple business units but share a logical association
• Security Roles within a Business Unit are primarily restricted to User Access Only
• In Customer Support where work is routed to a Support Queue and the management of the Cases is best done through team ownership

To setup a new team in D365, go to the Settings tab in the navigation menu and select Security.

In the Security section click on Teams.

In the team view window, click the New button on the command bar. This will open a new team form.

In the new team form, simply fill out the required information and click save. A team can take on one of two types, Owner and Access. An Owner Team can own records and the Team must have an associated security role or roles. An Access Team is not assigned a security role and the team does not “own” any records, records are shared with members of the access team. (The example follows the path of creating an Owner Team.)

Once the record is saved, you can begin adding members to the team by going to the Team Members (Users) subgrid. Click on the plus sign and then the search icon. This will provide a user drop down list, simply click on the user you wish to add.

If the user you are looking for is not in the list, click on the Lookup more records option at the end of the list. This will open a lookup window, here you can view all users in the system. To add a user from this window, click on the check box next to the user name and hit select. Once all the desired users are selected, Click Add to add all of them to the team.

Now that the users are added, you will need to assign the team a security role which will be passed down to all members of the team. To do so, select Manage Roles in the command bar.

Next select the role(s) you wish to assign and select OK once you are finished.

That’s it, you are done! Now that you have created your team, you can now assign records to your team and create records and assign them to the team. If you need a hand setting up Teams in your Dynamics 365 environment, contact our specialists at This email address is being protected from spambots. You need JavaScript enabled to view it..

Microsoft Dynamics 365 offers the ability to streamline your business process through an often overlooked and underutilized feature called Business Process Flows. Business process flows are displayed visually in Dynamics 365 as a heading across the top of an entity form, and can carry from one entity to another, and can be configured for both out of the box and custom entities. Not only that, you are not limited to a single business process flow; you can configure one or more distinct business process flows, allowing different departments to have a flow unique to their daily requirements.

A business process flow is composed of Stages (highlighted in red below), which contain multiple Steps (highlighted in green below). In the business process flow heading, a user can see which stage they are currently working through (which is indicated by the flag), and the steps they need to complete (what fields need to be filled in) before they can advance to the next stage in the process.

Business process flows enable you to require users to complete certain steps before advancing to the next stage of the process. They also allow for branching logic based on data elements collected which may require a different path. There are a couple out of the box business process flows pre-configured for system entities, but you can modify these and create your own business process flows to meet the particular needs identified for your organization.

Create a Business Process Flow:

1. Go to Settings > Processes to create a new Process

2. Select Business Process Flow for the Category

3. Select the entity you want your business process flow to begin in

4. Click on OK and the system will direct you to a new window where you can set up the details of your business process flow

5. You can drag and drop components and properties from the right side of the window to the canvas on the left side.

    The Components tab provides the core items which can be defined for the business process flow

• Stage: allows you to differentiate different major stages of your business process
• Condition: allows you to set up criteria and branching considerations
• Data Step: the fields of the entity you wish to include in a given stage
• Workflow: allows you to trigger a workflow at stage entry or exit

    The Properties Tab allows you to define the properties associated to the stage/data step/workflow

• Choose the definable element and the display name
• Choose the elements requirement
• For workflow, choose what the trigger is

6. Save and activate your business process flow once you are done with it, and it will now show up on the associated entity form.

7. Be sure to customize your security roles to provide access to the business process flows as needed.

Navigating Business Process Flows

Each entity in Dynamics 365 can have multiple business process flows and you can switch between them by clicking “Switch Process” while in a record. Doing so will display all business process flows available, based on the user’s security role.

As you proceed through the steps within a given stage, and you have completed all required steps, select the “Next Stage” button on the right of the business process flow to advance to the next stage. Be advised that if you have not completed all required steps, you will be prevented from advancing the flag to the next stage.

Directly beside the “Next Stage” button, there is a timer which displays how long ago you began the process, and each stage also displays the amount of time spent in the given stage. These timers provide useful metrics for calculating KPIs and for business intelligence reporting.

If you need assistance or have any questions when configuring or navigating business process flows, please reach out to our support team at This email address is being protected from spambots. You need JavaScript enabled to view it.. We are always happy to help you increase the productivity of your Dynamics 365 environment!

Office 365 is one of the most popular applications to make any business go paperless. Companies that use Microsoft O365 suite don’t have to worry about, documents or files getting misplaced. Here are three ways that any business can leverage Microsoft O365.

Flexibility and Scalability

Microsoft O365 is both flexible and scalable for any business. Microsoft O365 is available on a monthly or annual plan and can be scaled to cater to your business. It is very easy to add and remove users. Here at Websan, it can be done by filling in a form on our support page. Microsoft O365 has customized packages available so the right employees and departments access the best tools.

Moving to the Cloud

Microsoft O365 is in the cloud which means updates are done quickly by Microsoft with little to no interruptions. This will ensure that your business is using the latest versions of O365 and your business email and mailbox will never go offline. When O365 is deployed in the cloud, all the licenses will be active at once, making updating quick and secure by Microsoft.

All-in-one Business Solution

Having the right applications for each department will give your company the competitive advantage to stay ahead of the competition. The O365 suite is available on the web, desktop, and mobile devices. It makes it easier for your employees to quickly access their information, by using their Microsoft Account login.

Every business should have the Office 365 experience. No more filing cabinets or loose papers. With O365, your company can go completely digital. Microsoft O365 has multiple plans available to suit your business. Download our cheat sheet today and see what O036 is all about.
CLICK TO VIEW OUR CHEAT SHEET

Dynamics 365 is a sophisticated Microsoft business application, it grants the ability to better manage the relationships of your Sales, Customer Service, Field Service and Operation processes. But how can you access your data while you are out in the field, the internet is down or you are not anywhere near your PC? Dynamics 365 for phones and Dynamics 365 for tablets apps are the solution when you're on the go. These apps give you immediate access to accounts, contacts, opportunities, cases, and so much more!

How to get the App:

Go to the app store on your device and download either Dynamics 365 for phones or Dynamics 365 for tablets, depending on the device you are working with. Both phone and tablet users alike will appreciate the new Unified Interface. The Unified Interface provides an optimized viewing and interaction experience, relative to screen size, device, and orientation.

 Accessing the App:

Once you have the app installed, open the app on your device, enter your Dynamics 365 URL (web address), and click the arrow to continue. Next you will be prompted for your user name and password. If you are unsure of any of these values, contact your Dynamics 365 administrator.

Once logged in, you will have access to the components which have been configured for mobile within your organizations environment and fit within the parameters of your security role. You will be presented with Dashboards, Records, and Views, and many other features, which you are already familiar with. You will notice a variance in how the screen renders as compared to your PC, the apps presentation is designed to make it more conducive to the condensed screen real estate, without losing any functionality.

To ensure that confidential information does not end up in the wrong hands, it is simple to sign out of the Dynamics 365 app on your device, tap the ellipses, then choose Sign Out.

Do note the following:

• The Windows Phone app for Dynamics 365 (online) version 9.0. was deprecated as of May 22, 2018. The Windows Phone app will no longer be supported for Dynamics 365 (online) version 9.0. Support for the app on Windows tablets and PCs remains unchanged. You can still use the Windows Phone app for Dynamics 365 version 8.2 and earlier. This is only relevant if you are planning to update to Dynamics 365 version 9.0 and have a Windows phone.
• Dynamics 365 has separate mobile apps for Field Service and Operations.
• Microsoft won’t onboard any additional customers to Mobile offline currently, further notice will be released. This does not affect existing customers who already use mobile offline.

If you need assistance or have any questions when downloading or accessing the app, please reach out to our support team at This email address is being protected from spambots. You need JavaScript enabled to view it.. We are always happy to help you increase the productivity of your Dynamics 365 environment!