Articles By: WebSan Solutions Inc.

WebSan Solutions Inc. 's Logo How to Upload Business Cards into Dynamics 365 for Sales

How to Upload a Business Card in Dynamics 365 for Sales   The best thing about Dynamics 365 for Sales is how easy it is to add a lead into …

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WebSan Solutions Inc. 's Logo Manage your KPIs with Dynamics 365 Goals

Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for …

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WebSan Solutions Inc. 's Logo Setting up D365 Sales and SharePoint Integration

Setting up the native SharePoint integration in Dynamics 365 can greatly benefit your organization. SharePoint allows users to store files, organize them, and provide ease of access to their colleagues. …

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WebSan Solutions Inc. 's Logo Take Scheduling to the Next Level with Dynamics 365 Field Service

One of the newer modules in the Dynamics 365 family, Field Service, leverages the latest technology offered by Microsoft and combines it into one powerful solution. D365 Field Service is …

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WebSan Solutions Inc. 's Logo Ease Navigation, Edit the Site Map in Dynamics 365

There is a standard sitemap for all Dynamics 365 instances, but chances are the default sitemap does not scream ease of navigation for your organization. It is important that Users …

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What’s new in the October 2018 release webinar for Business Central?

Back in October, Microsoft launched a massive update for Business Central and we want to tell you all about it. In this webinar, we’ll be reviewing the updates and demonstrating …

What’s new in the October 2018 release webinar for Business Central?
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Power BI 101 Webinar Series:
Sales Reporting Dashboard with Power BI

In the third part of our webinar series, we’ll be demonstrating how to build a Power BI sales reporting summary from scratch. The sales dashboard will provide not only an overview …

Power BI 101 Webinar Series:
Sales Reporting Dashboard with Power BI
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WebSan Solutions Inc. 's Logo 3 REASONS WHY O365 IS A BIG PART OF DIGITAL TRANSFORMATION

Office 365 is one of the most popular applications to make any business go paperless. Companies that use Microsoft O365 suite don’t have to worry about, documents or files getting …

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WebSan Solutions Inc. 's Logo GET READY, GET SET, GET MARKETING WITH DYNAMICS 365 FOR MARKETING WEBINAR!

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 …

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