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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

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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

According to Innovation, Science and Economic Development Canada, there are 1.1 million small companies (1-99 employees) in the country. However, 60% of small businesses fail within the first five years, so there's a big concern for entrepreneurs on how to stay competitive. Here are three ways you can stay ahead of your competitors if you run a small business.

1. Be passionate

Usually, small business owners started their business because of passion. Passion drives motivation, which makes small business owners the busiest people in the world. They don't finish their work when it's 5 o clock and rarely think about vacation. This drive and passion are factors that make them successful.

Convert your passion into hard work, and you’ll be one step ahead of the pack.

2. Use CRM

You may think that Excel is the perfect place to store your clients' data. It may be true if you have only 20 of them. Once you reach 50 customers, it will be challenging to track them. You'll need a tool, which will help you generate reports and identify insights.

Try Dynamics 365 for Sales for free to see if it fits your business’ needs. We bet you won't go back to Excel after it!

3. Partner with other small businesses

If you’ve ever wanted to make your business more reputable and competitive, there’s one more thing that can help you with it: collaboration. Working collaboratively with small businesses allows for you to share your experience and knowledge as well as create new products or services that will bring additional value to your customers.

Find a local small business that shares the same values as you do, and come up with a creative project, that you can implement together. Your customers will love it.

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

Published in Dynamics CRM
Wednesday, 03 August 2016 00:00

Retrieving Data in Microsoft Dynamics CRM

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Retrieving data and metadata for reports In Microsoft Dynamics CRM can be done using SQL views. In Dynamics CRM, users can run queries on SQL views that are automatically created. As the image below shows, names within the SQL views are easy to identify. A Microsoft tip sheet notes that SQL-based reports in Dynamics CRM use the filtered views provided for each entity to retrieve data for the reports. 

CRM Database Table Listing- 1

To obtain the query, users can download the SQL Server Management Studio (SSMS) online. 

Apart from being automatically created, Filtered Views offer the benefit of being updated for custom entities, having security embedded in the view, and being supported after patches, service releases and upgrades.

To learn more about how WebSan Solutions can support your Dynamics CRM projects and implementation, visit our Solutions page or contact us

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

Published in Dynamics CRM

MS Dynamics CRM vs SalesforceSign up for a free CRM course!Learn more about CRM's features

Running a well-oiled support desk is not for the faint of heart. There are so many moving parts…Does the customer have a support agreement? Does the contacting party have authority to open a support ticket against the agreement? What is the issue? Is the issue covered under the support agreement? What is the expected turn-around time? How does this relate to its priority in the queue? Which support resource should be assigned the ticket? Is the support resource staying on top of the ticket? 

Did you know there is a whole area inside your Dynamics CRM environment that is fitted with tools to manage your support operations? It is neatly tucked away in Settings under Service Management and contains a slew of menu items to manage the many facets of the support process. 

Through the combined forces of Service Level Agreements (SLAs) and Entitlements you are armed with a pairing which allows for a flexible support model. SLAs offer variable levels of support, with varied turnaround times and price points, while Entitlements allow you to define the variable by which support is measured (time vs count), who can open support tickets against the agreement, the products/services covered under the agreement, and the channels by which a support ticket can be submitted.

Depending on how support tickets are received, Automatic Case Creation & Update Rules may prove to be a mighty ally. This feature automates the process of creating/updating records based upon predefined settings and conditions. One such condition is whether an Entitlement exists for the submitting customer. Take your automatically created cases, and make use of Routing Rule Sets, which read the properties of the Case and route the records to your various Support Queues to be picked up by your Support Resources to be worked on. It is worth noting that Routing Rule Sets can also be applied manually if your support tickets reside in a “bucket” for assignment.

For in depth details about Service Management, tune into this webinar.

To learn more about Dynamics CRM and other solutions we offer consulting, hosting, and support for, visit our Solutions page. Also be sure to check out our Training page, which provides valuable resources right at your fingertips.

Stacey Mancuso, CRM Certified Application Specialist, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

Published in Dynamics CRM
Wednesday, 09 March 2016 00:00

CRM 2016 Improves Navigation Functionality

MS Dynamics CRM vs SalesforceSign up for a free CRM course!Learn more about CRM's features

 

The main navigation in the CRM 2016 ribbon not only altered its look, it also made functional changes, vastly improving the end user experience. The Main Menu Button now replaces the CRM logo. Clicking this button enables the user to switch between each of the functional areas without waiting for the page to reload. 

NavigationinCRM1

 

To add, a functional area can be selected where sub-areas are neatly organized in rows by category to easily view and select from. The fluid transition and absence of endless scrolling make for ease of navigation.

NavigationinCRM2

 

A sleek button, aptly referred to as MRU (Most Recently Used) presents the user with up to 30 of their MRU Records and Views.

NavigationinCRM3

 

A user can also pin any of the listed records or views, ensuring they will not be recycled. Conversely, these same records can be unpinned, should ease of access no longer be necesary. 

NavigationinCRM4

 

If you are coming from using CRM 2015, you'll notice the remainder of the main navigational buttons are what have evolved over the last couple of updates. 

NavigationinCRM5

 

In case you need a refresher- Quick Create offers an array of "short" forms to quickly create new records; Global Find allows for cross entity searching; and Advanced Find provides for the filtering of data by specified criteria.

To learn more about how Microsoft Dynamics CRM can improve efficiencies for your organization, visit us at www.websan.com

 

Stacey Mancuso, CRM Certified Application Specialist , WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

Published in Dynamics CRM

View our free webinars Sign up for WebSan University Download a FREE Demo

On Thursday, December 17th, at 2:30 PM, WebSan will present a free webinar to give an inside look at Microsoft’s Power BI (Business Intelligence). The 30-minute webinar offers attendees the opportunity to observe this dynamic tool in action.

The webinar will discuss Power BI’s features and functionalities including how to create dashboards, reports, integrations and metrics. Attendees will learn how to publish and edit visuals on Microsoft’s Cloud, view and refresh custom metrics on any mobile device and use Power BI to monitor the most important information about your business.

The webinar promises to bring an insightful glimpse of Power BI’s extensive functionalities and show attendees that all the information they would need to make decisions is available through Power BI, all in one glance.

Register today and don’t miss out on your chance to take part in this new webinar!

Click here to register for “Microsoft’s Power BI” webinar on Dec. 17th, 2:30 PM

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

Published in Dynamics GP Training
Thursday, 26 November 2015 15:47

CRM for Outlook – Frustration Free Zone

MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Learn more about CRM's features

 

I was recently speaking with some likeminded CRMers in the community and we were discussing what we find to be at the top of the list for help desk inquiries. The overwhelming consensus was CRM for Outlook.

Do you ever find yourself faced with CRM for Outlook just not cooperating? Whether it be that you are having undesirable or unresponsive behaviors, the CRM tab is greyed out, or the CRM tab has vanished. Have no fear, you are not alone, and with a few checks and few clicks, more often than not, one of the following suggestions will be your golden nugget for resolution.

Check the following machine related roadblocks for starters...

ü  Ensure that your CRM for Outlook version matches up with your CRM server version. It could be that you are out of sync.

ü  Could you possibly have add-ins that are not playing nicely with one another? Begin to disable your add-ins one by one and see if CRM for Outlook is positively affected.

ü  Is your Outlook mailbox overloaded? Double-check your mailbox capacity, it may be high time you do a little housekeeping.

ü  Do you have adequate resources on your machine to support all of the applications that you are running? Check your RAM to ensure that you are not pushing the limits of what your machine is capable of.

ü  Depending on your firewall settings, it may be necessary to add your CRM server address to Trusted Sites in Internet Explorer. Along with that, it may be beneficial to clear your browser's cache.

ü  Is your anti-virus software doing too good of a job? It could actually be preventing you from performing actions which are legit!

Has your CRM tab on the ribbon disappeared without a trace?

This is usually easily remedied by navigating to File à Options à Add-Ins à Select GO and tick off the checkboxes for Microsoft Dynamics CRM.

And just like that, you have brought your CRM tab back into Outlook. 

CRM for Outlook 1

 

CRM ribbon greyed out?

Again, typically a quick fix...Search for the Diagnostics Wizard on your machine and click the Enable button shown on the Advanced Troubleshooting tab.

CRM for Outlook 2          CRM for Outlook 2.1 

 

Let's wrap this up with "Track" and "Set Regarding" and also answer the common question of why "Convert To" is greyed out.

CRM for Outlook 3

 

When you select a record from your Inbox in CRM, and click ‘Track’, you are promoting the email to CRM as an activity without an association to a particular record. Depending on the Personal Options you have set, you may also be creating a new Contact or Lead at the very same time.

If I may give my two cents, I would caution against ticking off the box which auto creates new contacts or leads. You may end up with records for the local pizza place, or worse, a record created for one of those "fun emails" that slips through the Spam filter. 

‘Set Regarding’ on the other hand, not only tracks the email, but also associates it to a specific record of your choosing. The association not only relates to the record you have chosen but also rolls up to related parent records. Whether you have chosen ‘Track’, or ‘Set Regarding’, you will now notice that ‘Convert To’ has come to life and you now have the ability to convert the email into a New Opportunity, Lead, or Case.

The next time you find yourself scratching your head over why CRM for Outlook is 'acting up', come back to this post and try out some of the suggestions. You too, may just find that what you initially thought was going to be a major headache is quickly resolved with a few quick checks and clicks. For more information on this feature and other CRM questions that have you up at night, WebSan is here to help!

 

Stacey Mancuso, CRM Certified Application Specialist , WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

Published in Dynamics CRM

View our free webinars Read more about Hosted Dynamics GP and CRM 

Find out more about WebSan University

WebSan Solutions’ Microsoft Dynamics GP and CRM interactive demos now enables users to leave feedback to unlock new resources that will offer additional information that can help in the ERP software selection process.

The Dynamics GP and CRM demos boast over 300 downloads and have been a trusted tool in helping give an overview of both systems’ capabilities and main modules. The demos give an inside look at what the systems can offer and show a preview of each system before users decide to purchase. Not only are the demos useful in the research process, they also prove valuable for their interactive functionality. The interactive functionality allows users to type in and click on specific fields; a feature that is not common to traditional software demos.

When users leave feedback for the demos after downloading, they are given links to valuable resources that offer additional information on the two systems. For the Dynamics GP demo, users can access an estimate of WebSan’s Dynamics GP implementation cost, while those who leave feedback for the Dynamics CRM demo can watch an exclusive webinar on maximizing Dynamics CRM’s out-of-the-box features.

Download our demos today to unlock these valuable resources!

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

Published in WebSan Blog
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