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Isn’t it maddening to fill out the same fields, with the same info, when creating a child record directly from its parent form? Well -- Stop Doing It! Let the system fill out those fields automatically for you, instead of eating up your own time on it!

One of the “quiet” features of Dynamics 365, that will significantly save you time and protect data integrity, is Field Mapping. The purpose of field mapping is to copy certain values (e.g. address fields) from a record to an associated record (e.g. a contact created from an account)

The following details how simple it is to create field mapping relationships.

In Customizations, locate the Account Entity, and go to the “1:N Relationships” node.

field mapping 1

Locate the relationship which you want to carry values over (in this case, Account to Contact).

field mapping 2

In the relationship editor window, click on Mappings.

field mapping 3

Select the field to be mapped from the SOURCE entity, which is the entity you are starting from (Account). Then select the field for your TARGET entity, which is the destination entity (Contact), that you want auto completed. Click OK once you are satisfied with your mapping. Repeat this step for each field you want to create a mapped relationship for.

field mapping 4

There are a couple things to be mindful of with field mapping: The Data Type must be the same for both the Source and Target fields (e.g. Option Set to Option Set, Whole Number to Whole Number) and the destination field length should not exceed the source field length. Also be aware that this is a mapping upon record creation, updating values in the source record will not update the target record and updating values in the target record will not update the source record. For example, updating an address in accounts will not update the address in contacts. There are other ways to achieve those requirements, but we will save that for another blog.

If you need assistance or have any questions when configuring field mapping, please feel free to 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!

Published in Dynamics 365

Ever had your boss ask you to pull a report which meets a specific set of criteria or sat scratching your head trying to pull up a record, but could not recall the exact details? With Advanced Find in D365, you can find exactly what you are looking for in just seconds. Advanced Find is the most powerful and robust tool in Dynamics 365 for searching. Using intuitive, user friendly features, you can quickly create queries and search your entire D365 database with ease.

At first glance Advanced Find may appear a bit intimidating, however once you become familiar with it, you will find yourself using it all the time, and wonder how you ever worked without it.

Continue reading to learn everything you need to know to get started using Advanced Find today!

The Advanced Find button is simple to locate, no matter which screen you are on, because it is housed in the D365 navigation bar.

adv find pic 1

Once you click on the adv find pic 2 Icon, a window like the following will appear.

adv find pic 10

In this window you can find every entity in D365 by clicking on the “Look for” drop down. In the drop down, select the record type you wish to perform a search on.

adv find pic 4

Next in the Details area, choose the fields you want to perform the search on, the query operator (equals, contains, begins with...), and the data value.

adv find pic 5

You have the ability to add multiple conditions, so repeat these steps for each condition of your query. By default, all conditions are processed as an AND condition.

adv find pic 6

To display results matching any of the specified requirements you will need to add an OR grouping. To do so, select the arrow next to each of the field names that you want to include as an OR statement, and choose Select Row. Then in the navigation bar, select Group OR.

adv find pic 7

Once you have entered all your query conditions, click Results in the ribbon.

adv find pic 8adv find pic 9

See, that wasn’t so hard was it?

Now that you know the basics for using the Advanced Find feature in D365, you can query the system with ease and find exactly what you are looking for. However this is just the tip of the iceberg.

If you need assistance, have questions, or want to learn more about the Advanced Find feature, please reach out and email us at This email address is being protected from spambots. You need JavaScript enabled to view it..

Published in Dynamics 365



Has your business grown to the point where it’s too much for you to handle your own finances? If this is the case, you must be wondering if it would be better to hire a bookkeeper or an accountant. Gaining a better understanding of both professions will help paint a better picture of who you should hire. Both positions will be responsible with managing your finances, but each one will contribute differently to the company’s accounting objectives.

Bookkeeping is more of the administrative role of the company’s accounting process but is still a key component. Daily tasks include collecting and sorting, through the receipts and invoices then inputting the required data into the general journal. The bookkeeper would have to maintain the general ledger on a constant basis and monitor the ongoing finances of the business. Additional responsibilities for the bookkeeper are but not limited to;

Recording Transactions
Processing Invoices, Receipts, Payments
Processing and Maintaining Payroll System
Reconciling Accounts and Preparing Reconciliation Reports
Managing Accounts Receivable and Accounts Payable
Calculating HST
Preparing and Lodging BAS
Tax Preparation

Bookkeeping is only half of the accounting process. An accountant helps business owners make better financial decisions. The accountant has a more of an analytical position and will create reports based on past financials performances. These reports are generated from the financial reports that the bookkeeper has created during a specific time. Their accounting certification (CPA, CGA, CMA, CA) and strong financial background makes them best suited to provide feedback and advice for the company’s future objectives. Other responsibilities of the accountant are but not limited to;

Financial Projections
Future Financial Elements
Preparing Adjusting Entries
Preparing Company Financial Statements
Analyzing Costs of Operations
Auditing
Business Establishment Assistance
Financial Management Advice
Taxation Advice and Planning

The job of the accountant relies heavily on the work of the bookkeeper, it would be beneficial to have both for your business. This will ensure that your business remains financially healthy and it will allow you to have more time to focus on growing your business. Develop your company into a paperless business with Microsoft Dynamics, download our demo today http://www.websan.com/demo/ and see how going digital can benefit your business.

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

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Picture This.

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.

Download our Dynamics 365 for Sales Demo

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

Published in Microsoft Dynamics GP

MS Dynamics 365 for Sales vs Salesforce Sign up for a free Dynamics 365 for Sales course! Learn more about Dynamics 365 for Sales features

In December 2016, the world got to know that Microsoft acquired LinkedIn. Now we can see the first results of this deal – Microsoft has announced that Dynamics 365 for Sales is integrated with the LinkedIn Sales Navigator.

The new LinkedIn solution is a widget, which integrates into your dashboard and consists of 2 parts – a member profile and a company profile.

A LinkedIn member profile allows you to get general information and some insights about your prospect. It also helps you to find the best ways to get introduced to your prospect as well as proposes a list of related leads based on your target audience.

LinkedIn Member Profile

 

 

 

 

 

 

 

 

 A LinkedIn company profile provides information on recommended leads, connections and latest news. 

LinkedIn Company Profile

 

 

 

 

 

 

 

 

Seems like a nice feature, huh? But what does it mean for salespeople?

More quality information about prospects

With the help of the LinkedIn Sales Navigator, you can see all recent activities of your prospects – what they posted, liked or discussed. This feature makes a research on your target much easier and faster. It gives you all necessary information to start a conversation with the prospect, which, as we all know, may lead to the desired close.

Save time spent on researching prospects

You can get all of the LinkedIn benefits without leaving your Dynamics 365 for Sales environment. No more switching from D365 to a browser – you can get access to the information right from your dashboard.

Easier access to prospects

A feature called TeamLink allows you to discover the best ways to get introduced to your prospect. For example, it can show you who among your existing LinkedIn network has connections with your target. This can be a good start for building successful business relationships.

The new LinkedIn Sales Navigator will be available in July. Contact us to make sure that you have the latest Dynamics 365 for Sales version to get all the benefits from this Microsoft-LinkedIn partnership. 

Alina Hura, Digital Content Creator, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Dynamics CRM

In its February release, Microsoft Dynamics 365 for Financials brought forth a number of new capabilities and updated features. Notable ones include the following:

  • Improved Setup and Configuration

A new Services and Extensions button is added to the Business Manager and Accountant Role Center. This button brings up a list of setup pages, service connections and add-ons which can be enabled either through assisted or manual setup.

  • Contact Management

This feature allows the user to quickly identify and delete duplicate contacts on their customer list right from the new Contact Duplicates tile in the Sales and Relationship Manager Role Center. A sales person or purchaser code can also be set up to be automatically included on new sales or purchase orders, making it easier to follow an individual employee’s performance as a basis for calculating the sales commission or bonus.

  • Multiple Locations

Users can manage inventory in multiple locations or within different bins in a warehouse and buy and sell from various locations. The Availability per Location window shows information on item availability per inventory location, while transfer orders allow the user to move items between locations.

  • Dynamics 365 for Sales Integration

The Dynamics 365 for Sales Integration functions as a Customer Relationship Management integration. Users can synchronize their data (sales orders, item availability, currencies) between the two apps using the assisted setup function, making for a more seamless lead-to-cash process.

  • Ceridian Payroll

This extension gives users the ability to import payroll transactions from Ceridian HR/Payroll (US) and Ceridian PowerPay (Canada) where payroll data will be imported to G/L accounts and mapped to the payroll account. 

To see more of the new capabilities and updated features, download our free D365 for Financials Demo or Content Pack below.

Download our FREE Microsoft Dynamics 365 Demo       View the Dynamics 365 for Financials Content Pack

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in professional services

Download our FREE Microsoft Dynamics 365 Demo

Since its release in late 2016, there has been great interest with Microsoft’s new Dynamics offering – Dynamics 365. The product features Financials, Sales, Customer Service, Field Service, Operations, Project Service Automation and Marketing. We have received the most number of inquiries focusing on the Financials module. In the hopes of addressing the most commonly asked questions regarding the Financials module, WebSan Solutions is offering the Dynamics 365 Content Pack.

The Dynamics 365 for Financials Content Pack serves as a resource for those who wish to learn more about the product. In addition to the Dynamics 365 for Financials page which outlines features of the module and its benefits, the Content Pack provides a space to ask questions and get them answered.

The Content Pack also provides a link to our FAQ document and free trial, how-to videos, and online purchase form should you be interested buying Dynamics 365 for Financials.

Microsoft is still in the process of releasing additional features for Dynamics 365 in Spring 2017. In the meantime, keep posted on our YouTube channel for quick tips on how to navigate the system and for any updates on upcoming new features.

Click here to view the Dynamics 365 for Financials Content Pack

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in professional services

Download our FREE Microsoft Dynamics 365 Demo

On December 15, 2016 at 11:00 AM EST, WebSan Solutions will be offering a free webinar on Power BI for Dynamics 365. The 30-minute webinar will focus on how small businesses can benefit from using the business intelligence tool. In addition, attendees will also see a demo of Power BI’s top features and learn how to create dashboards, reports and analytics.

This webinar is a continuation of our series showcasing the different modules, integrations and features of Dynamics 365. While the first webinar, Dynamics 365 for Small Businesses gave an overview of Dynamics 365 and highlighted the Exchange and Office 365 integration, the upcoming webinar serves to show how Power BI can give a 360-degree view of your business with important metrics and interactive reports. Register today to save your spot!

Click here to register for Power BI webinar

Linz Tan, Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence 

Published in professional services

Download our FREE Microsoft Dynamics 365 Demo

In light of Microsoft’s recent release of Dynamics 365, WebSan Solutions is offering a free 30-minute webinar to discuss how small businesses can best benefit from the system. The webinar will be held on Thursday, November 17, 2016 at 11:00 AM EST.

The webinar will provide an introduction to Dynamics 365, its modules, top features and functionalities as well as discuss how Dynamics 365 can serve as an all-in-one business solution. The webinar aims to suggest ways on how the system can be tailored to address common needs of small businesses such as managing cash, quickly identifying business trends and opportunities, and reviewing customer payments and the overall health of the business.

Click here to register for Dynamics 365 for Small Businesses Webinar

Linz Tan, Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence 

Published in professional services
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