It’s a lovely Tuesday afternoon, and the sun is shining birds are singing as you are packing up your car to go to your first meeting. As a business owner, there is no such thing as a 9-5 schedule but today seems possible, you only have two meetings today and maybe even have time to make a pit stop to the office.
After your first meeting, you realized that you missed a call from the office and tried calling back, but there is no answer. Your first meeting took a little longer than normal, and you’re running a little behind schedule, so you check your email just to double check and no luck. Once you have finished with the second meeting you check again to see if there is anything and finally there is an email from one of your employees about a possible lead that wants to schedule up something today.
Now you are running behind schedule even more now cause the last meeting took longer than expected with a whole bunch of questions. Now, as you’re on route to your “final” meeting you try following up with this lead and no answer on the phone call and you send them a quick email right before you walk into your third meeting. The final meeting ends and as you check your email, you see that they had an opening for today but are booked until Friday and could book something then. You realize that you could be Missing Opportunities.
We are in the year 2018, the time of digital transformation and moving to the cloud; missing opportunities is not an option anymore. With the hectic life of a business owner, you need something that can help you and your company work in harmony and work more in sync. With Microsoft Dynamics 365 for Sales your team can add a lead into your system with little information and you can get a notification about the new lead.
With Microsoft Dynamics 365 for Sales, you could contact them in real-time and add any additional information or notes to the lead record. The tools and modules within the system can be customized to your business needs. Adding tasks such as a phone call, meeting or even just an email can all be documented and logged in the system for future reference. Being a business owner is a lot of work, you need something that will make the work easier for you and Microsoft Dynamics 365 for Sales is there to help you and your company stay on top of your potential future business.
Microsoft Dynamics 365 for Sales is recommended for any business owner looking to grow their company and take it to the next level. With someone like yourself, who is always on the go the Microsoft Dynamics 365 for Sales will keep up with you, and work on your schedule to help keep your business growing. If you wish to take a test drive of this system, please visit our free CRM demo http://www.websan.com/demo/dynamics-crm and see what this system can do.
Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner
Part of what makes ERP software so popular within various industries is its ability to adapt alongside growing companies. Gone are the days where organizations were required to spend tens of thousands of dollars for system update fees. Instead, companies now have the freedom to grow freely, and no longer need to be tied down by software limitations. In this post, we discuss the three features of scalability in ERP software and how this benefits businesses:
Enhance customer account management:
As your company grows, so too will your list of clients and customers. Your systems must be able to handle this increase in customer information, ensuring you have the necessary space to add additional data entries and ensure that your systems continue to run smoothly under heavy workloads and across multiple applications within your system.
Thanks to the proliferation of Cloud technologies, users are now able to access their applications from any mobile device (so long as they have internet access). ERP allows for the ability to switch between multiple platforms without hindering the functionality nor the user environment
Increased security measures:
As the amount of data stored in your systems continues to grow, so too does the need for heightened security measures. Thankfully, with ERP systems, security is scalable as well. Companies with multiple users are each able to set up their own authorizations, permissions, and access control to various features within the system, protecting their work and preventing others to make any changes as well.
Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2017 Microsoft Modern Marketing Innovation Award Winner
With ERP software, redundant and repetitive tasks can be greatly reduced thereby improving overall organizational management and employee productivity. With Microsoft Dynamics GP, here are 3 ways that ERP software can help your company maximize its potential and improve overall efficiency:
With certain employees undertaking various roles within your company, it can be difficult to track their time and expenses. Employee Accounts and Splits organizes employee cost and expense distribution, allowing companies to manually control how an employee’s time and expenses will be divided based on department, position, pay code, or general ledger account.
Manage Employee Absences
Whether it be due to vacation time, sick leave, or administrative leave, employee absence can disrupt work flow and result in extra work for payroll to manage absences. Moniroo, a time and expense system integrated with Microsoft Dynamics GP, helps to streamline this process by calculating accruals and managing employee absences through pre-configured leave plan details. Additionally, Moniroo allows companies to track employee expenses and generate automated expense reports and reimbursements.
Provide Workflow Solutions for Employees
To make the life of employees easier, workflow solutions can be implemented. These aid employees in managing their work loads and assigned tasks. Workflows can be customized and tailored for specific departments within your company, allowing employees to transfer reports and customer requests through the appropriate channels for review and/or approval.
Still wondering if Microsoft Dynamics GP is a good fit for your company? Click here for more information on how you can benefit from an ERP system, as well as receive a free ERP assessment along with webinars, training catalogues and additional resources.
Heimdall Sham, Digital Content Creator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence
Apart from selecting the right ERP software, one of the key components to identify before purchasing is the ERP software’s integration with a Customer Relationship Management (CRM) and a Time and Expense system such as Moniroo.
While a CRM system gives insight to help analyze different points of contact between the customer and the company, a time and expense system keeps track of how you utilize your resources and enables you to better leverage your employees’ time.
Below, we outline the top benefits of integrating your ERP software with a CRM and time and expense system.
- Data synchronization
An integrated solution eliminates the duplication of data entry and streamlines order and customer data processing. Data that can move seamlessly between systems include product and customer information, sales orders, inventory levels and shipping updates.
2. 360 degree view of your customer
Synching information among systems enables you to get a 360 degree view of your customer and help facilitate multi-channel marketing, personalize the customer experience, and anticipate your customer’s needs. Integrating your CRM, ERP and time and expense system provides visibility into your customer’s buying habits, order history, preferences and account standing, among others.
3. Easy access to critical information
Integrating systems gives employees the ability to access important information in real-time such as customer financials, order history, inventory, returns, pricing and payments.
4. IT time and cost savings
Businesses can save on operational costs with IT teams no longer having to input duplicate data and install and maintain multiple systems. In addition, the Aberdeen Group reports that linking your time and expense system with your credit card and importing data automatically reduces the cost of processing expense reports by as much as 78% per transaction.
5. Scalable and Flexible
Integrating your CRM and time and expense system with your ERP system ensures that these business solutions can grow along with your business. New employees can be easily added into the system and new modules such as multicurrency and accounts payable are readily available for when you need them.
To learn more about integrations and how we can help, contact us today.
Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence
Enterprise Resource Planning (ERP) software offers the benefits of streamlined and integrated business processes, lower cost of operation, improved reporting capabilities, data security and increased productivity. With multiple benefits brought about by an efficient ERP system, the process of selecting the right system that can help support your organization’s needs can at times be daunting.
To help increase the odds of choosing the right ERP software, below is an ERP selection tip sheet that outlines key steps for selecting the right ERP software.
1. Know and prioritize your software requirements
- Start by identifying what challenges you want to solve and what your current system is unable to do for you. It’s best to divide the list into features that are must-haves and nice-to-haves. The more specific you can be about your software requirements, the better. As an article from Software Advice notes: “by knowing what you need, you’ll be in a better position to control the selection process, rather than let software vendors dictate your needs.”
2. Carefully evaluate your options before deciding on an ERP system
- It’s important to consult management and key stakeholders and ask them for their input in the evaluation phase. It’s also worth considering how the systems you’ve shortlisted affect integration with your existing office systems, the ERP system’s reporting capabilities and metrics.
3. Build a short list of software vendors
- Determine which vendors best serve your industry, requirements and budget. Remember that it’s best to list five or fewer vendors and products to evaluate.
4. Closely evaluate live software demos
- Start by preparing brief demo scripts that detail specific workflows that you want to evaluate in the demo. After each demo, meet with your team to discuss the strengths and weaknesses of the demo and compare notes.
5. Compare prices
- Once you’ve narrowed down your list of vendors, you can now ask the vendors for a detailed price quote and compare in terms of what vendors will offer with support, training, third-party hardware and pricing models.
6. Get references from vendors
- Ask the vendor you’ve chosen for a reference that shares a similar business need and size. When talking to the reference, don’t hesitate to ask about challenges that they faced with the system and how the vendor was able to address issues.
- Given all of the information that you’ve gathered from the process, decide if the vendor and ERP system is the right fit for your organization. Ensure that all the agreements and requirements that must be fulfilled are noted in writing from the vendor.
Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence
One of the most notable features of the new release of Microsoft Dynamics GP is an improved version of the web client. The web client allows users to access some of the system’s capabilities on-the-go, and gives IT professionals the deployment option of providing users with a URL to log into the system. Below, we list the most significant improvements and how GP is now easier to use than ever before.
1. Integrated search functionality
Apart from finding the window or the report that you need, the integrated search functionality will bring up a list of all the open windows and reports that are relevant to your search term and criteria. With this feature, users no longer need to remember where a specific window is. By typing the window name into the search field, the web client will immediately hyperlink to it.
2. Support for a variety of web browsers and mobile devices
The web client, which was previously only accessible using Silverlight and Microsoft browsers, can now be run through iPad, android tablets, Internet Explorer, Microsoft Edge, Google Chrome, Mozilla Firefox, and Safari, since it uses the latest release of the universally accepted hypertext markup language – HTML 5.
3. Enhanced user experience
The user interface has been refreshed, with the banner now enabling users to log in and log out and indicate which company they’re logged into. The new web client also has the distinctive feel of Office 365 with the Office banner.
Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence
This article was originally published from https://winthropdc.wordpress.com/2016/03/09/sba-is-not-as-asynchronous-as-you-might-think/
Service Based Architecture (SBA) was released with Microsoft Dynamics GP 2015, it covers technologies to make Dynamics GP more accessible to external applications by allowing Dexterity global procedures to be exposed as Web Services. It also allows Dexterity code to directly access and use .Net objects via the .Net Interop.
SBA opens up an entire new world of development opportunities.
As you might have noticed, in the last few days I have posted articles relating to Web Services using Service Based Architecture and the Batch Posting Service Toolkit (BPST).
There is a reason…. I have been working with Neal Santin from WebSan Solutions to implement BPST on their systems. Neal has been a great help to work through some of the issues we found and his assistance is appreciated. He told me of a new issue that he has come across which is the subject of this article.
When they started using BPST to post batches, they found that if they make the web service calls too quickly they would receive a 403 (forbidden) error with the description:
The issue is that the web service call uses credentials to log into a specific user and company of Dynamics GP. Once the web service finishes processing it logs out. As is the same with the full Dynamics GP client you can only log in once for a specific user and company combination.
So if you try and log in again before the web service has finished, you will get the above error message. This issue will be worse on web service calls that take longer to process, such as posting. The issue was that they were generating web services calls faster than Dynamics GP’s ability to process them.
I did double check with my friend Brian Roney at Microsoft and he confirmed that you cannot call a web service using same user until the previous call had completed:
If a call is still processing for a user that user cannot successfully make another call until the first one finishes.
Once Neal and his team worked out the cause of the error they implemented a retry loop to pause and try again if they received a 403 error. However, this method meant staying single threaded (same user and company) and a backlog of web service calls could easily build up.
To get around the issue, Neal came up with the second part of the solution to use a pool of User IDs in rotation so that multiple web service calls can be processed concurrently. Creating additional Active Directory (AD) users and linking them to different GP User IDs allowed for multiple web services calls to launch multiple instance of the runtime engines used for processing SBA web services.
Moral: If you are planning to make heavy use of web services using a single User ID to make the calls, be aware that you might hit this 403 error issue and need to implement some workaround solutions.
Moral 2: A 403 error could just mean that the User ID and Company ID you are trying to use is currently logged into Dynamics GP.
Thanks to Neal for letting me share his experiences.
Hope you find this helpful.