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Wednesday, 07 August 2019 15:44

Project Types in Microsoft Dynamics GP

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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.

Use the SAVEONPA coupon code to register for the project accounting series today!

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

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

Click Here to Sign Up for the Webinar Today!

 

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

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

Click Here to Sign Up for the Webinar Today!

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.

Unprecedented levels of efficiency and communication sharing among employees

Dynamic 365 allows you to link Office 365 with other Microsoft apps like Exchange, Office Lens, One Drive, Microsoft Team, One Note, Power BI and SharePoint effectively.

For example, if you want to share a proposal you’re working on, all you do is create your proposal on Microsoft Word this way you can give the appropriate people access to edit it and collaborate on it together. Microsoft Word also allows you to share it on SharePoint or with other team member’s computer with OneDrive.

You can also take pictures with Office Lens (it allows you to take photos of business cards, whiteboard and other visual settings that might be difficult with regular applications).

It also allows you to create a communication channel for team members working together on a project through Microsoft Teams allowing team members share documents, notes, and ideas without missing the critical steps in a project.

Business productivity and communication tool

In any business, success depends on the communication flow between the finance and sales team. Unlike other application and software that are hard to program or synchronize, Dynamic 365 has a multitude of applications that allow team members to communicate effectively, increasing the flow channel and making documentation easy.

Due to the flawless flow of information using Dynamic 365, the different departments in a business are able to perform their function properly, without limiting another department.

Improved customer service

With Dynamic 365, you can streamline your customer service system through Microsoft’s AI service and support system to improve interaction with a customer, delivering fast and useful feedback, social listening and ability to empower your staff with the necessary tools to become effective problem solvers.

Other Microsoft Dynamics 365 features

As your business changes and customers needs evolve; Dynamic 365 allows companies and employees to deliver excellent customer service on the go with improved mobile experiences using ERP core functions that are capable of syncing on various mobile devices.

Microsoft’s interactive data visualization add on, Power BI allows you to improve your business by providing planning and analytical tools that are tailored for your business to transform and analyze your data.

Conclusion

This technology was available in the past, but it was expensive to get the systems to talk to each other. But with Dynamic 365 + Office productivity, you are able to unify your business from data to people to processes.

Watch our video below to see how you can integrate sales with Dynamics 365 Business Central & Office 365.