Contact us today: (866) 4-WEBSAN (932726)

Monday, 14 May 2018 23:02

Create D365 Quick View Forms in 3 Easy Steps

Written by

Quick View forms are a great way to view information from different entities while remaining on a single record. Quick view forms enable you to surface data from associated entities and display the data in read only mode on the form. This is done through linking the two different entitles together using a lookup field. Below you’ll learn how you can setup your own quick view form in just 3 easy steps.

1. Create a Lookup field

The first step in setting up a quick view form is to ensure you have a lookup field to the entity where the data is stored. If you do not already have a lookup field created, you will need to create one. To do so, go to Settings > Customizations on the navigation bar and select Customize the System.

quick view 1

quick view 2

Next navigate to the entity you wish to add the lookup field to, and thereby surface the Quick View form on. Click the Fields node, and create a new field.

quick view 3

Once you click new, the following pop up window will appear. Indicate a display name and change the data type to Lookup and select the entity you wish to associate to. Once that is done, click save and close.

quick view 4

2. Create a Quick View form

Next, we need to go to the entity the lookup was created for and create the quick view form. Navigate to the entity and go to the form section. Once there click the new button and pick Quick View Form.

quick view 5

This will open the quick form editor window. Here simply drag and drop the fields you wish to display to the form body on the left.

quick view 6

Once the desired fields have been added, click save and then publish.

quick view 7

3. Add the Lookup and Quick View form to a Form

Now that the lookup field and the quick view form have been created, it is now time to add them to a form where you want the associated data displayed. Go to the form you wish to display the quick view form on.

quick view 8

Open the form editor, drag the lookup field onto the form then switch to the insert tab. Here click Quick View form.

quick view 9

This will open the quick view control. From here, give your quick view form a name, select the lookup field you created earlier, pick the related entity, as well as the quick view form you created. Once done click OK.

quick view 10

This will create a field on the form. To apply these changes click Save and Publish on the Home tab.

quick view 11

Below is a preview of the result.

quick view 12

Now that you know how to create a quick view form and how to apply it, why not give it a try and enjoy the benefits it affords today! If you have questions or need assistance implementing quick view forms please contact This email address is being protected from spambots. You need JavaScript enabled to view it..

Get Ready, Get Set, Get Marketing with Dynamics 365 for Marketing!

Have you heard the buzz that Microsoft has launched a new marketing application, Dynamics 365 for Marketing?! The target market for this solution is small to medium-sized organizations who require an end to end marketing solution. Large organizations need not count themselves out, this solution has a little bit of everything. Join us for this session which will serve as an introduction to one of the newest Microsoft product offerings.

• Dynamics 365 Out-of-the-Box Marketing vs Dynamics 365 for Marketing
• What comes with Dynamics 365 for Marketing
• Navigating the Application
• Standout Elements of the Application

Date: Wednesday, May 30, 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

Thursday, 10 May 2018 14:47

Five Reasons Why You Need A Payroll System

Written by


Five Reasons Why You Need A Payroll System

It takes a lot of time to keep track of the total hours worked by employees, stay up-to-date with tax preparation and update employee profiles. It’s time to get a new Payroll system if the HR department can’t keep up with daily operations. Here are five reasons why you need a payroll software.

1. Save Time: Payroll can be very strenuous with the mass amount of operations needed to keep everything in order. Calculating hours, tax preparation and employee data maintenance can take multiple hours to complete when it's done manually. Investing in a good payroll system will allow information such as direct deposits pay, up to date tables, and even updating your general ledger to be automated.

2. Reduces Human Error: When businesses manually enter employee wages, there is always the possibility of human error. Use a payroll system to reduce human error is and save the company money.

3. Always Up-To-Date with Taxes: When tax season is approaching it can take hours to ensure that all information that has been entered manually is correct. Payroll systems will always have the tax tables up-to-date, so your business will always be compliant without the added stress.

4. It is secure. One of the most essential features that a payroll system needs is security. Payroll contains very sensitive data, which is kept confidential and can be stored away safely in the cloud. The only person who has access to this data is granted permission through role assignments.

5. Easy Integration: It is important to have your systems talk to each other. Your ERP system and payroll system go hand in hand. Payroll software can easily be integrated with well-known systems such as Microsoft Dynamics 365 Business Central.

Microsoft Dynamics Business Central is an all in one system that allows businesses to work digitally and became scalable. Insight Works has developed a Canadian Payroll add-on that integrates with Dynamics 365 Business Central. Join our Canadian Payroll with Microsoft Dynamics 365 Business Central Webinar to learn how their system makes the whole process of employee administration and finance much easier.

Date: Thursday, May 24, 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

You can now brand your Dynamics 365 environment! Themes allow you to apply your distinct logo and color scheme to your Dynamics 365 environment. Three simple clicks and you are well on your way to a D365 environment with a look all your own.

1. From the Navigation Bar, select Settings

2. Select Customizations

3. Select Themes

 Theme 1

Theme 2

Upon navigating to Themes, a few out of the box themes will be available to select and set as the default theme. The default themes cannot be modified, but can be cloned, should you want a head start on designing your theme. Otherwise, you can put your designing skills to the test and get theming.

Theme 3

Start by selecting an out of the box theme and cloning it, or create a new theme record.

Theme 4

Theme colors are defined using hexadecimal codes. You will need to either know the hexadecimal codes you want to use or find a good online resource, such as http://www.color-hex.com.

Theme 5

Theme 6

Theme 7

Theme 8

A fascinating feature is the ability to take a test drive of the User Interface with the newly defined color scheme before it gets released to your organization.

Theme 9

When you are ready to release the new theme, thereby making it the default, you can either select the theme from the Theme view and select Publish Theme, or do the same from within the theme record.

Theme 10

If you need assistance or have any questions while using Themes, please reach out to our support team at This email address is being protected from spambots. You need JavaScript enabled to view it..

 

 

In-Depth Cash Flow Analysis and Forecasting

Having enough cash flow to keep your business going is a primary focus for a business owner who wants a successful business. That's why we developed a series that will provide you with all the accounting tools you'll need to run a successful business. In this webinar, the following topics will be covered.

  • In-Depth Cash Flow Analysis
  • Cash-Flow Forecasting

Time: 12:00PM EST - 12:30PM 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

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

Wouldn’t it simplify things if you could go to one record and see everything you need to see? Ever find yourself heading into a meeting, and wish you could quickly “ramp up” on all interactions with the Customer? Getting the total picture in one place, enabling you to see every touchpoint, this is the benefit that sub-grids afford you.

One of the great things about Dynamics 365 is that it allows you to customize entity forms to display the information most relevant to your business. You will quickly find that providing your users with the ability to see, at a glance, a subset of related records when viewing a lead, contact or account record provides immeasurable value.

For example, your salespeople may benefit from seeing all tasks related to an account directly on the account record. Instead of having to navigate to a separate page or running an advanced find query, you can easily set this up by adding a task sub-grid to the account form.

To add a sub-grid to your account form, open the D365 form editor directly from the account record’s ribbon menu or by opening the general customizations menu, navigating to the account entity forms, and selecting the account main form.

subgrid1 1

Once you’re in the form editor, select the section that you want to add the sub-grid to, switch to the form editor’s Insert tab, and click the Sub-Grid button.

subgrid1 2

This will open the sub-grid properties window. The most important part of this window is the data source section, in which you select the records that are to be included in the sub-grid.

In the screenshot below I selected to populate the sub-grid with the account’s related task records, but you can choose any of the account’s related entities. In the data source section, you can also specify the default view that will be used to populate this sub-grid, while the additional options section lets you choose any additional views which will be available, as well as whether or a not a search bar will be included.

subgrid1 3

When you are satisfied with your settings, click the OK button to insert the sub-grid on your account form. Now, all you need to do is click the Save and Publish buttons in the form editor to confirm the changes to the form. Once this has been completed, you will see the sub-grid displayed on account records.

subgrid1 4

If you need assistance or have any questions when implementing sub-grids, 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!