2012 fall - navug magazine
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Fall 2012 www.NAVUG.com
Magazine
1045 BroadwayFargo, ND 58102PRESORTEDSTD
U.S.POSTAGEPAID
Fargo, NDPermit No.684
» User Member Showcase: Talking Rain
» Building Your Reporting Story
» Interview with David Worthington, Microsoft
» Tips & Tricks from Kerry Rosvold, Augsburg Fortress Publishers
In this Issue:
Pitch the the paper clips.
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Premier SponsorBooth #125
fall 2012
In Every Issue
5 From the Director
6 News
7 Events
9 Welcome to Our New Members
11 Meet the Leader and Regional Chapter Update
13 Name That Photo Contest
24 NAVUG Word Find
29 The List, from The Partner Channel
51 Academy Corner
Features
12 User Member Showcase Talking Rain
14 Building Your Reporting Story
17 Member in Action Barbara Thompson, Medifast, Inc.
18 Tips & Tricks
20 Microsoft Member Showcase David Worthington
22 Putting Your Data to Work
25 VAR Partner Member Showcase Beck Consulting
26 Are You BI-Curious?
27 Tips & Tricks
28 ISV Partner Member Showcase Jet Reports
nneewwssnneewwssnewsFARO Technologies is pleased to announce they have been awarded the SMART award by the Orlando chapter of the Association for Corporate Growth (ACG). Each year, the ACG nominates those companies that show excellence in bottom line growth and community stewardship. From this group, winners are chosen in several categories. FARO is honored to join fellow winners of this prestigious local award. Th is joins other recent honors on FARO’s trophy shelf, including the Manufacturer’s Association of Florida’s Manufacturer of the Year Award and the Central Florida Manufacturer of the Year Award. FARO is honored to be able to serve its Customers through excellence in innovation, manufacturing, and community participation.
Th e folks at KaTom Restaurant Supply are overjoyed to announce the location of the new KaTom home in Sevier County, Tennessee. At 100,000 square feet, the future KaTom location is well over three times the size of the old building, allowing ample space for continuous growth. Th e new KaTom home will also feature an impressive state-of-the-art test kitchen for product demonstrations as well as a massive showroom, a rooms-to-go space, and a very large warehouse that will enable the company to off er an even wider selection of products. Andy Gump, Inc., a Microsoft Dynamics NAV User since 2010, is in the portable restroom rental business in southern California and recently launched smartphone apps that collect data from drivers. An exciting and challenging venture earlier this summer for the company was setting up more than 30 upscale restroom trailers for the USGA U.S. Open at the Olympic Club in San Francisco the week of June 13. Dispatching, documenting, and job costing this prestigious event is part of the expansion of Microsoft Dynamics NAV as the IT team at Andy Gump builds the bridge between smartphone data and Microsoft Dynamics NAV, driving effi ciency, productivity, and profi tability.
Bradshaw recognizes the value of giving its employees the opportunity to make a diff erence in the Dallas-Ft. Worth community: the company provides paid community service hours for all employees so that they can be a part of something bigger than themselves. In May, seven Bradshaw employees volunteered with the North Texas Food Bank to distribute food to those in need in the area. Th e group worked hard unloading pallets of bread, sweets, grapefruit, cucumbers, cabbage, potatoes, carrots, and pizza and placing equal amounts into individual boxes. It was already a hot day that morning with the bright Texas sun blaring down, but everyone worked with a
smile and a pleasant spirit of giving back. By the end of the morning, the team had distributed food to nearly 100 families. Congratulations to Mike Haney, director of operations at Bradshaw, for passing the CSCP exam and earning the CSCP title through the Association for Operations Management (APICS) program. Th e APICS program covers a broad view of the fi eld of supply chain management, extending beyond internal operations to include all the steps throughout the supply chain: supplier, dealer, company, and consumer. Th e participant gains the knowledge to eff ectively manage these activities to maximize a company’s value chain. Mike dedicated many hours of his personal and professional time studying to successfully accomplish this goal. Congratulations Mike!Seventh Generation, the nation’s leading brand of environmentally sustainable household products, recently announced that CEO John Replogle has been honored with the 2012 Global Green Millennium Award for Corporate Environmental Leadership.
Established in 1996, the annual award celebrates individuals who acknowledge the important connection between humankind and nature and is intended to inspire others to make such exceptional behavior the norm. Th e year’s presentation recognized John for his eff orts to both foster a global value shift toward a secure and sustainable world and to help his company fulfi ll its mandate to become a “restorative enterprise” with a pervasive commitment to resource effi ciency, social responsibility, and sustainability.Sunrise Identity earned three gold PPAMS (Promotional Products Association of the Mid-South) ADDY Awards for its work on behalf of Viacom Media Networks, Gigi’s Cupcakes, and a Sunrise Identity self-promotional business-to-business mailer at the 47th Annual Nashville AAF (American Advertising Federation) ADDY Awards. Sunrise took home ADDY gold in the following categories: Specialty Advertising, Other Merchandise; Specialty Advertising, Incentive/Award; and Mixed Media, With At Least One Specialty Item.Tillamook, a farmer-owned dairy co-op, announced the release of its light yogurt line naturally sweetened with Truvia® sweetener. To make the best-tasting, highest-quality light yogurt, Tillamook took two years perfecting the recipe made with no artifi cial growth hormones, no artifi cial fl avors, no artifi cial colors, no artifi cial sweeteners, and no high fructose corn syrup. Th e 10-fl avor line is ready for national distribution and has been authorized by major grocery retailers in the Pacifi c Northwest.
eventsUpcoming WebinarsAUGUST 14 – The ROI of Upgrading Your Microsoft Dynamics NAV Solution
AUGUST 22 – Special Interest Group (SIG): FinanceAUGUST 30 – NAVUG Forum PreviewAUGUST 30 – Microsoft Dynamics NAV Resources OnlineSEPTEMBER 13 – Partner Showcase: Image TagSEPTEMBER 18 – How to Use Social Media for Your BusinessSEPTEMBER 19 – Ask the Experts: FinanceSEPTEMBER 26 – Ask the Experts: DevelopersOCTOBER 25 – User Group Orientation WebinarOCTOBER 30 – Ask the Experts: ITOCTOBER 31 – SIG: Finance
NAVUG™
Academy Instructor Led Online Training ClassesAUGUST 17 – Account Schedules and Analysis ViewsAUGUST 24 – Microsoft Dynamics NAV Development Series: Introduction to C/AL
SEPTEMBER 14 – Dimensions in Microsoft Dynamics NAVSEPTEMBER 20 – Microsoft Dynamics NAV MRP 101SEPTEMBER 21 – Introduction to Management ReporterSEPTEMBER 27 – Reporting in Microsoft Dynamics NAV 101SEPTEMBER 28 – Microsoft Dynamics NAV Development Series: Code Part 2OCTOBER 4 – Microsoft Dynamics NAV MRP 201
We have several upcoming webinars and training classes. Visit www.NAVUG.com/events to learn more and register.
Th e W3 Project is building a community of people who walk in the pursuit of health and wellness for everyone. In February 2012, Filtersfast.com, Winetowater.org, and TrekDesk Treadmill Desks joined together to create Th e W3 Project. Th e project collects mile donations to inspire everyone to reach their fi tness goals while helping others. For each mile donated, W3 solicits $1.00 sponsorships from customers and corporate contributors. With that dollar, Wine to Water can provide clean drinking water for one person for an entire year. Th is joint initiative will help to expand the importance of walking to improve overall health while helping those in need. To learn more about Th e W3 Project, or to donate or sponsor miles, visit www.fi ltersfast.com/w3
Jeffrey E. Burke has been named president and CEO of Western Financial Group (Network), Inc., with responsibility for leading the company’s fast-growing network of 120 insurance brokerage offi ces across western Canada. He brings more than 15 years of executive leadership experience in both Canada and the United States to the position. Before joining Western, he served as senior vice president at Allstate Canada, prior to which he held a series of increasingly responsible sales and marketing positions with both American Family Insurance and Allstate in the United States. Th is information was fi rst published on May 22, 2012, and is taken from the Western Financial Group website (www.westernfi nancialgroup.ca). NAVUG
Fall 2012 7
6 NAVUG Magazine
Magazine
contentsT A B L E O F
Fall 2012 www.NAVUG.com
Magazine
1045 BroadwayFargo, ND 58102PRESORTEDSTD
U.S.POSTAGEPAID
Fargo, NDPermit No.684
» User Member Showcase: Talking Rain
» Building Your Reporting Story
» Interview with David Worthington, Microsoft
» Tips & Tricks from Kerry Rosvold, Augsburg Fortress Publishers
In this Issue:
Advertiser
Index
MetaViewer from Metafile . . . . .2
Equisys, Inc. . . . . . . . . . . . . . . . .4
Altec . . . . . . . . . . . . . . . . . . . . . .8
Microsoft Convergence . . . . . . .9
Datahaven for Dynamics . . . . . 10
Open Door Technology . . . . . . 19
Fastpath . . . . . . . . . . . . . . . . . .52
y
Putting Your Data to Work
Business intelligence (BI) is a wonderful concept: take the data you have
accumulated over the years in Microsoft Dynamics NAV and put it to
work for you. But in order to grow a strong BI practice, you need to start
with a good plan. Th e Microsoft Dynamics NAV and NAVUG™ communities are
fortunate to have a wealth of reporting experts within User and Partner organizations.
We reached out to Cristian Nicola of NCA Dynamics, Noah Kluge of PrecisionPoint
Software, and Klemen Logar of BI4Dynamics to talk about business intelligence, the
business case for having a reporting strategy, and how you can enhance your own BI
knowledge in order to draw more visibility from your existing data. Cristian has been a Microsoft Dynamics NAV consultant for more than 10 years. He
created http://dynamicsbiguide.com to share tips and tricks with the community, and
his love of BI goes back to his formative years. “I’ve been programming since I was 12 years old,” says Cristian. “I’ve always been
attracted to classifying, organizing, and sorting information, and then taking that data
and trying to put it all together into an organized environment, like a library.”
BI allows Cristian to make that library available to his clients, giving them the
opportunity to make decisions they wouldn’t otherwise make had it not been for
seeing data in a new way. In the last few years he has a gained a lot of knowledge of BI
solutions through interviewing multiple vendors in order to pick the best solutions for
his Customers. Noah’s experience comes from his position as a data analyst and US general manager
for PrecisionPoint Software, an ISV that off ers the hypercube, a solution that allows
a User to view and analyze data from multiple sub-ledger sources in a single, unifi ed
environment. His experience came from watching Microsoft Dynamics NAV in action,
studying how the data fl ows through the product.Klemen built his reporting knowledge over the years from listening to his clients’
business needs and seeing the challenges they experienced. “Working on a BI project with a client is very benefi cial for both the client and
vendor,” says Klemen. “I get to know the Customer’s business process – their business
routine, key business requirements, and current state on reporting. Understanding the
client’s business is crucial for the successful implementation of a BI project.”
A common thread in the reporting world is that Users want to be able to pull their
own reports rather than rely on a vendor to help them out. But in order to pull those
reports, you need to have the right plan and the right data or you’ll fall into the depths
of “garbage in, garbage out,” according to Klemen.“Th e point of BI is to give Users the power of creating reports,” says Cristian. “Th ere’s
a lot of work up front to make sure your reporting solution will enable you to build those reports, and I like that once you put that in place, Customers can do this on their own without going to a developer all the time.”
Th at upfront work consists of building a strong data foundation so you’re able to pull the most important information from Microsoft Dynamics NAV. Th is task is accomplished by gathering requirements from your team on what they’d like to see and how they’d like to see it. Th ough there are numerous considerations, one example is to think about how your item and Customer groups will result as hierarchies in BI.
“Having good item and Customer grouping gives you more fl exibility when working in analytics,” says Klemen. “It’s the same with chart of accounts in GL and account schedules. Many Customers don’t use account schedules because they are not very fl exible in Microsoft Dynamics NAV. Yet they are very powerful when you bring them into BI as it extends the functionality to turn account schedules into very powerful fi nancial reporting.”Creating that positive reporting experience is something that makes all that upfront work worth the eff ort. “I love the ability to help people make sound decisions,” says Noah. “We have a new Customer who has shared that he’s transitioned from working with 10 reports he’d written in a diff erent environment to using one of ours to pull data together in one spot.” In addition to having all that data in one spot, Users can also use BI for functional analysis, including trend analysis over multiple years, sales and profi t analysis, key performance indicators, and consolidation over multiple companies. Having this variety of information at your fi ngertips can help your organization in so many ways, from knowing where to look for cost savings to being able to forecast and plan future activities. Although BI has been a hot topic the last couple of years, Cristian believes we’ve just scratched the surface. “We’re in the early stages of what we know about BI,” says Cristian. “It was built for trend and data analysis, but I believe we’re going to move into data mining, which will then be commoditized and in the cloud. It used to be that companies with an ERP system had a leg up
on their competition as they were able to run their business more effi ciently. Now that more and more companies are using ERP, it’s no longer a competitive advantage. Users always need to look at what they can do to set themselves apart.” As with any software or plan, BI is only of value if you actually use it, rather than “letting it gather dust on the shelf,” according to Cristian. Once you have your plan in place, you just need to jump in and start letting BI work for you. “Th ere’s defi nitely a learning curve,” says Cristian. “I’ve spent my last three to four years living and breathing this, helping Users and Partners understand what BI is and what it can be used for. It’s so rewarding to have it click for a Customer. Th e reason I love being in the Microsoft Dynamics NAV business is that I’ve had Customers say that they’re successful because of NAV.” Adding to that, “BI makes a User’s life easier,” says Noah. “It helps people and helps their business.” If you’re in the market for an actual BI solution, be sure to look around to see what’s available. Th ere are numerous vendors in this space right now and just as your business is unique in the things you do with Microsoft Dynamics NAV, each of them has something slightly diff erent to off er.
“You wouldn’t go out and buy an ERP system without comparing pricing and vendors, and this is the same thing,” says Cristian. “Check out at least two or three products, see what they have to off er, and make the decision that’s best for your organization.” One other thing to consider concerns the creation of your data warehouse.
“Building a data warehouse takes a lot of time,” says Noah. “Look at products in the marketplace that solve that problem and automate the task for you.”
Implementing a BI practice isn’t something you’ll cross off your to-do list in a day, but it’s worth it when you think about the business insight you’ll experience. Even when you have your practice up and running, there’s still an element of responsibility for you and your team as BI is an ongoing project. Much like a seed planted in the ground, a good BI plan will flourish under your care.
NAVUG
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Fall 2012 23
22 NAVUG Magazine
www.NAVUG.com
Fall 2012 3
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Visit our website or contact us today to learn more about the Zetadocs suite.
www.zetadocs.com | 770.772.7201
Make sure to stop by our booth (#112) at NAVUG Forum!
© Equisys Inc 2012. All trademarks acknowledged. All information accurate at time of publication.
The building blocks of a paperless office: Zetadocs for NAV, Microsoft SharePoint
and Microsoft Dynamics NAV
I think one of the toughest challenges our Microsoft Dynamics NAV Users face is reporting
and business intelligence (BI). First, it’s important to remember that those are two different
things. Reporting is getting data out of your system. You can create a report of POs or a report
of how many widgets you sold last month.
But BI is more than that. It is taking those reports and slicing and dicing them to glean the
information you need to run your business more effectively. Business intelligence is being able
to interact with your data and create meaningful reports that help you drive your business in
the right direction.
In this issue, we demystify reporting and BI. We have helpful and insightful articles with
Users, Partners, and even the test lead for the Microsoft Dynamics NAV tools and reporting
team. The magazine is jam-packed with great information.
Speaking of jam-packed with great information, have you heard about NAVUG™ Forum, our
annual User group conference? Forum will be held October 16 – 18 in Seattle, Washington, with
optional training on October 15. We have more than 100 educational sessions scheduled – and
a whole track dedicated to BI and reporting. We also have many sessions focused on finance,
supply chain and manufacturing, IT and developers, global finance, and Microsoft Dynamics
NAV 2013 as well as several fantastic strategy and personal development sessions.
Feedback from last year’s Forum indicated that some sessions simply weren’t long enough.
We listened: we’ve added Deep Dive sessions this year. We also have an optional field trip to
the Microsoft campus. And we’ll have plenty of content around Microsoft Dynamics NAV
2013 which is planned for release at the end of this year.
NAVUG Forum will also have awesome networking opportunities within the education
sessions, during lunch breaks, and even via “unsession” learning. You’ll leave with so many
new contacts!
Between now and Forum, don’t miss out on these NAVUG activities:
» NAVUG Webinars and Workshops – Join us for these online sessions to get the answers
to your pressing questions, learn about many new features in Microsoft Dynamics NAV,
and network with other Users.
» NAVUG Academy Classes – These instructor-led, online training classes are a great way
to take a deep dive into topics such as Microsoft Dynamics NAV reporting, MRP 101 and
102, Introduction to C/AL, and more!
» NAVUG Social Media – Be sure to follow us on Twitter (@NAVUG) and Facebook
(www.facebook.com/navug) to see real-time updates, view photos, and learn about
fellow NAVUG Members. We also have a very active LinkedIn Group; be sure to join!
(www.linkedin.com > Groups > search for NAVUG)
I hope you enjoy this issue. Send me an email and let me know what you think (or send a
tweet or write on our Facebook wall).
Hope to meet you at NAVUG Forum!
Trish Boccuti
NAVUG Director
dir
ecto
rDemystifying the Mystery
of Reporting and BI
Trish Boccuti
FR
OM
TH
E
Fall 2012 5
newsFARO Technologies is pleased to announce they have been
awarded the SMART award by the Orlando chapter of the Association
for Corporate Growth (ACG). Each year, the ACG nominates those
companies that show excellence in bottom line growth and community
stewardship. From this group, winners are chosen in several categories.
FARO is honored to join fellow winners of this prestigious local award.
This joins other recent honors on FARO’s trophy shelf, including the
Manufacturer’s Association of Florida’s Manufacturer of the Year
Award and the Central Florida Manufacturer of the Year Award. FARO
is honored to be able to serve its Customers through excellence in
innovation, manufacturing, and community participation.
The folks at KaTom Restaurant Supply are overjoyed
to announce the location of the new KaTom home in Sevier County,
Tennessee. At 100,000 square feet, the future KaTom location is well
over three times the size of the old building, allowing ample space for
continuous growth. The new KaTom home will also feature an impressive
state-of-the-art test kitchen for product demonstrations as well as a
massive showroom, a rooms-to-go space, and a very large warehouse
that will enable the company to offer an even wider selection of products.
Andy Gump, Inc., a Microsoft Dynamics NAV User since 2010,
is in the portable restroom rental business in southern California and
recently launched smartphone apps that collect data from drivers. An
exciting and challenging venture earlier this summer for the company
was setting up more than 30 upscale restroom trailers for the USGA
U.S. Open at the Olympic Club in San Francisco the week of June
13. Dispatching, documenting, and job costing this prestigious
event is part of the expansion of Microsoft Dynamics NAV as the
IT team at Andy Gump builds the bridge between smartphone data
and Microsoft Dynamics NAV, driving efficiency, productivity, and
profitability.
Bradshaw recognizes the value of giving its employees the
opportunity to make a difference in the Dallas-Ft. Worth community:
the company provides paid community service hours for all employees
so that they can be a part of something bigger than themselves. In
May, seven Bradshaw employees volunteered with the North Texas
Food Bank to distribute food to those in need in the area. The
group worked hard unloading pallets of bread, sweets, grapefruit,
cucumbers, cabbage, potatoes, carrots, and pizza and placing equal
amounts into individual boxes. It was already a hot day that morning
with the bright Texas sun blaring down, but everyone worked with a
smile and a pleasant spirit of giving back. By the end of the morning,
the team had distributed food to nearly 100 families.
Congratulations to Mike Haney, director of operations at
Bradshaw, for passing the CSCP exam and earning the CSCP
title through the Association for Operations Management (APICS)
program. The APICS program covers a broad view of the field of supply
chain management, extending beyond internal operations to include
all the steps throughout the supply chain: supplier, dealer, company,
and consumer. The participant gains the knowledge to effectively
manage these activities to maximize a company’s value chain. Mike
dedicated many hours of his personal and professional time studying
to successfully accomplish this goal. Congratulations Mike!
Seventh Generation, the nation’s leading brand of
environmentally sustainable household products, recently announced
that CEO John Replogle has been honored with the 2012 Global
Green Millennium Award for Corporate Environmental Leadership.
Established in 1996, the annual award celebrates individuals who
acknowledge the important connection between humankind and
nature and is intended to inspire others to make such exceptional
behavior the norm. The year’s presentation recognized John for
his efforts to both foster a global value shift toward a secure and
sustainable world and to help his company fulfill its mandate to
become a “restorative enterprise” with a pervasive commitment to
resource efficiency, social responsibility, and sustainability.
Sunrise Identity earned three gold PPAMS (Promotional
Products Association of the Mid-South) ADDY Awards for its work
on behalf of Viacom Media Networks, Gigi’s Cupcakes, and a Sunrise
Identity self-promotional business-to-business mailer at the 47th
Annual Nashville AAF (American Advertising Federation) ADDY
Awards. Sunrise took home ADDY gold in the following categories:
Specialty Advertising, Other Merchandise; Specialty Advertising,
Incentive/Award; and Mixed Media, With At Least One Specialty Item.
Tillamook, a farmer-owned dairy co-op, announced the release
of its light yogurt line naturally sweetened with Truvia® sweetener.
To make the best-tasting, highest-quality light yogurt, Tillamook
took two years perfecting the recipe made with no artificial growth
hormones, no artificial flavors, no artificial colors, no artificial
sweeteners, and no high fructose corn syrup. The 10-flavor line is
ready for national distribution and has been authorized by major
grocery retailers in the Pacific Northwest.
6 NAVUG Magazine
eventsUpcoming Webinars
AUGUST 14 – The ROI of Upgrading Your Microsoft
Dynamics NAV Solution
AUGUST 22 – Special Interest Group (SIG): Finance
AUGUST 30 – NAVUG Forum Preview
AUGUST 30 – Microsoft Dynamics NAV Resources Online
SEPTEMBER 13 – Partner Showcase: Image Tag
SEPTEMBER 18 – How to Use Social Media for Your
Business
SEPTEMBER 19 – Ask the Experts: Finance
SEPTEMBER 26 – Ask the Experts: Developers
OCTOBER 25 – User Group Orientation Webinar
OCTOBER 30 – Ask the Experts: IT
OCTOBER 31 – SIG: Finance
NAVUG™ Academy
Instructor Led Online
Training Classes
AUGUST 17 – Account Schedules and Analysis Views
AUGUST 24 – Microsoft Dynamics NAV Development Series:
Introduction to C/AL
SEPTEMBER 14 – Dimensions in Microsoft Dynamics NAV
SEPTEMBER 20 – Microsoft Dynamics NAV MRP 101
SEPTEMBER 21 – Introduction to Management Reporter
SEPTEMBER 27 – Reporting in Microsoft Dynamics NAV 101
SEPTEMBER 28 – Microsoft Dynamics NAV Development
Series: Code Part 2
OCTOBER 4 – Microsoft Dynamics NAV MRP 201
We have several upcoming webinars and training classes. Visit www.NAVUG.com/events to learn more and register.
The W3 Project is building a community of people who walk
in the pursuit of health and wellness for everyone. In February 2012,
Filtersfast.com, Winetowater.org, and TrekDesk Treadmill Desks joined
together to create The W3 Project. The project collects mile donations
to inspire everyone to reach their fitness goals while helping others. For
each mile donated, W3 solicits $1.00 sponsorships from customers and
corporate contributors. With that dollar, Wine to Water can provide
clean drinking water for one person for an entire year. This joint initiative
will help to expand the importance of walking to improve overall health
while helping those in need. To learn more about The W3 Project, or to
donate or sponsor miles, visit www.filtersfast.com/w3
Jeffrey E. Burke has been named president and CEO of
Western Financial Group (Network), Inc.,
with responsibility for leading the company’s fast-growing network
of 120 insurance brokerage offices across western Canada. He brings
more than 15 years of executive leadership experience in both Canada
and the United States to the position. Before joining Western, he
served as senior vice president at Allstate Canada, prior to which he
held a series of increasingly responsible sales and marketing positions
with both American Family Insurance and Allstate in the United
States. This information was first published on May 22, 2012, and is taken from the
Western Financial Group website (www.westernfinancialgroup.ca). NAVUG
Fall 2012 7
800.997.9921 www.altec-inc.com
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NAVUG™ has seen great growth in 2012: so far this year we have added more than 140 new end User companies as part of the group. If you haven’t joined us lately for a webinar, get online and join in – and meet some new Microsoft Dynamics NAV Users like yourself!
Be sure to say aloha to HONBLUE, one of NAVUG’s new Premium Members. HONBLUE is a Hawaii
technology company that manages, transfers, and accelerates the transfer of information within the design
and construction industries.
HONBLUE is currently running Microsoft Dynamics NAV 3.7 and is starting the upgrade to Microsoft
Dynamics NAV 2009 R2. Harvey Rackmil, HONBLUE’s CFO, will be attending NAVUG Forum for great
learning on Microsoft Dynamics NAV. Be sure to meet him there! You can follow HONBLUE on
Twitter @HONBLUE or visit www.honblue.com.
CONVERGENCE 2013March 18-21, 2013New Orleans, LA
Watch our event website for updates: www.microsoft.com/dynamics/convergence/neworleans13
Mark your calendar for the Microsoft Dynamics premier event of the year!
Fall 2012 9
Scott Rose leads the NAVUG™ Midwest Regional Chapter (formerly MANUG – Madison Area Navision User Group). Scott has been leading that chapter for a few years now and does an awesome job! NAVUG sat down with Scott to talk a little about his leadership role and the benefit of Regional Chapters.
COMPANY Mirus Bio LLC
LOCATION Madison, Wisconsin
EMAIL [email protected]
TITLEVice President of Operations
REGIONAL CHAPTER LEADER SINCE 2009
NAVUG: Your May meeting brought in 85 Users. That’s a great turnout! How have
you been able to grow the attendance over the years?
Scott Rose (SR): When we first started the chapter, we held all the meetings in Madison.
To increase participation we started to move the meetings around Wisconsin and northern
Illinois. At the time it was still a three-hour meeting, so people weren’t willing to drive a long
distance to attend. We’ve changed our format to a full day of content, and now people are
driving that distance, spending the night in a hotel, and attending the meeting the next day.
NAVUG: What’s the most rewarding aspect of being in a Regional Chapter?
SR: It’s good advice that’s free. Nobody’s on the clock at a chapter meeting. You don’t want
to start a service ticket every time you have a question, and it’s nice to ask people how
they do things and then go back to the office and try it. Sometimes you don’t know what
to ask, but a conversation with another User can help you understand what needs to be
done, and perhaps mushroom into a project that your Partner can help with.
NAVUG: You’ve been a chapter leader for more than three years. What do you like
about that leadership role?
SR: Funny story how I got involved with that…I originally volunteered to help as some
Members were leaving, so I ended up taking the notes, leading the meeting, and keeping
an eye on the checkbook. Now that we’re part of NAVUG, I have a lot more resources and
have eliminated the work I was going through to get the content figured out.
NAVUG: What advice do you have for Users who do not have a Regional Chapter
nearby?
SR: Talk to a Partner and get the names of local Users. You don’t have to have a local
chapter to get together, and it could be as easy as setting up a lunch meeting. If you
can form a group that wants to get together and sit at lunch and talk about Microsoft
Dynamics NAV, do it. When we started, it was a base group that met in a conference
room. We didn’t have an agenda; we just sat and talked. It was then – and is now – a nice
thing that has mutual benefits for everyone involved.
Scott Rose Midwest Regional Chapter Leader
leaderMEET THE
NAVUG held its first day long Regional Chapter meeting in Waupaca,
Wisconsin on May 9. The event was a great education opportunity and
networking success with more than 85 Users, hailing from Wisconsin,
Minnesota, and Chicago, Illinois, in attendance.
The event kicked off with a welcome party on May 8, sponsored by
Serenic Software and ABC Computers, Inc. The next morning, sessions
were split into two tracks, one for business Users and one for technical
Users. The lunch break featured networking huddles, which gave Users
the opportunity to dine and visit with people in similar job roles or
industries. The afternoon gave way to a preview of Microsoft Dynamics
NAV 2013 from Tom Taylor of
Microsoft, a Tips and Tricks session
from Kerry Rosvold of Augsburg
Fortress Publishers, and Customer
Showcases from Mark Schramm of
Alarm Detection Systems and Jeremy
Probst of Technical Prospects.
NAVUG would like to thank all
our event sponsors: ABC Computers,
Inc., Data Masons Software, Equisys,
Esker, Fastpath, Lanham Associates,
Mergetool.com, Serenic Software,
TARGIT, About Time, and Experlogix.
First NAVUG Midwest Meeting a Huge Success
Fall 2012 11
When asked what life at
Talking Rain was like
prior to deploying
Microsoft Dynamics
NAV in late 2010, the
reply requires only one word: Archaic. “We had
a system that was very archaic,” says Michael
Lowes, the company’s director of finance. “It
was difficult to get data out of it, it was difficult
to edit, and we had no support for it. We’d
had it for 13 years, and we’d outgrown it.”
Talking Rain is a manufacturer of water-
based beverages such as Sparkling ICE,
Sparkling Spring Water, and Mountain
Spring Water. While he won’t reveal sales
figures, Lowes does say that Talking Rain is
a national company with some international
sales. It maintains one manufacturing
site in Preston, Washington and uses co-
manufacturers throughout the country.
Not surprisingly, Talking Rain relies heavily
on Microsoft Dynamics NAV’s manufacturing
functionality and capabilities. At the same time,
the solution is used to manage pretty much
everything from procurement to shipment to
the entire financial module. “We use it as a full
ERP system,” says Lowes, who adds that the
most challenging part of the deployment was
the learning curve. “Over a period of three to
four months, we had to learn new processes.
We were doing what we already knew how to
do but with different software.”
While there are many, the majority of the
benefits delivered by Microsoft Dynamics
NAV fall under the category of better access
to better data. “Reports are big,” says Lowes.
Drill downs are performed with navigation
tools, offering access to the needed data in
varying streams and formats. He says there is
a lot of activity on the general ledger side as
well. Further along in the reporting process,
he says that being able to easily download
into Microsoft Excel is a big plus. “It’s much
simpler,” he says.
In terms of customizations, Lowes takes a
hybrid approach. “Part of the beauty of the
role-tailored client is that the screen can be
edited fairly easily,” he says. “So we do our own
customizations for Users, but we hire out for
customizations that need to be performed
on the server side.” To accommodate the
company’s new approach to costing – FIFO
(first in, first out), which Lowes says will
increase efficiencies – changes are being
mapped out in the system, including the
elimination of a “painful” workaround
associated with standard costing. “It’s a reset
of the solution,” Lowes says.
In addition to the customizations, the
company takes advantage of NAVUG,
participating in webinars as well as
attending a gathering hosted by the local
chapter. Brittany Bartman, accounting
supervisor, says both in-person and online
User group events are valuable to her. “You
get to hear a lot of questions and answers
and learn about how other companies are
using it,” she says. It was through the User
group, in fact, that she learned about Jet
Reports, an Excel-based add-on known
for its robust reporting capabilities. “It
improves month end closing processes,
giving us real-time visibility into all the
information,” she says.
Lowes plans to increase Talking Rain’s
participation in the User group. Jeff Apel,
controller, initially heard about the group at
Convergence, which is what prompted him
to sign the company up as a Member. He’s
been very impressed with the group and the
resources it has opened up. “Our business
has been growing rapidly, so we haven’t
been able to make more use of it so far. But
the upcoming Forum is in Seattle, so we’re
sending a cross-functional team representing
IT, accounting, purchasing, and others so that
we can learn how to leverage the technology
even more,” says Apel. NAVUG
showcaseU S E R M E M B E RTalking
Rain
COMPANY
Talking Rain
HEADQUARTERS
Preston, Washington
INTERVIEWEES
Michael Lowes,
Brittany Bartman,
and Jeff Apel
WEBSITE
www.talkingrain.com
ESTABLISHED
1987
NUMBER OF
EMPLOYEES
140
MICROSOFT DYNAMICS NAV
USER SINCE
December 2010
NUMBER OF USERS
60
NAVUG™
MEMBER SINCE
2011
From Archaic
to Transparent
12 NAVUG Magazine
What do you think Norbert Donnelly of GoGo Air and Dennis Bruce of
Data Masons Software were talking about?
What would you name this photo? Simply email your submission to
[email protected]. All submissions will be printed in the
magazine’s next issue.
What would you name this photo?
contestNAME THAT PHOTO
Fall 2012 13
People struggle
with reporting in
Microsoft Dynamics
NAV. When you dig
deeper, you realize
that it’s not just reporting in Microsoft Dynamics NAV
(although there is some room for improvement there; come
on Microsoft Dynamics NAV 2013!), but business reporting
in general.
I had minimal reporting experience before joining Seventh
Generation in 2009. I went to a sort-of-helpful week-long
Microsoft Dynamics NAV solution developers’ class as
a new employee, but the rest has been learning as I go, a
combination of trial and error, and Google searches.
I say this to give you hope, because now I’m to a point
in my reporting knowledge where somebody thought I was
qualified enough to teach classes on reporting. My hope is
that they’re more than sort-of-helpful.
My company manufactures and distributes
environmentally-friendly household and personal care
products throughout the United States and Canada. Business
intelligence is crucial to what we do, and we’ve built a pretty
robust data warehouse to support that need.
Your company might not need the same type of setup as
us, but I hope I’m able to provide you with some reporting
information that you can apply to your own organization.
You Don’t Have to Build Rome in
a Day
The first step towards a business intelligence practice
is figuring out what end Users want to see as an end
result. It’s often best to start with the business questions
they’re trying to answer or the problems they’re trying
to solve. This affects the data you pull and might take a
while for you to do. Remember that you don’t have to go
huge from the start. For example, you could start with
your GL and some dimension tables to get some simple
financial reporting right away. You can do that quickly and
easily without a whole lot of time or money. Then take
another step and add inventory, then manufacturing and
production planning.
Take it in bit-size chunks and phases. At Seventh
Generation, we didn’t start with what we have now, and we’re
always adding datasets and tools to our current practice.
And How Do I Get That Data?
I mentioned choosing an area of your business to use as
the kick-off point for your plan. Let your team – your end
Users – drive which part you do first. If your operations team
is pushing for a business intelligence plan, maybe you start
with the inventory piece.
When you sit down with your team to find out what they
want to do with the plan, they’ll likely jump into the details
first, such as how they want the report laid out. Take a step
back and ask them the following questions:
» Which questions can you answer now?
» Which questions are hard to answer?
» If you had to guess, which questions will you need to
answer next year?
If your team isn’t able to answer one or more of those
questions or just can’t articulate a need, you will never
actually know if you met that need or if you completed the
task you set out to complete.
If your team is really struggling to articulate their needs,
by Jason Chance, Seventh Generation
Building Your Reporting Story
14 NAVUG Magazine
talk to a Member of NAVUG™. It can help to see what other folks do
and what problems they’re solving with their reporting.
If you’re really stuck, oftentimes a demo from a business intelligence
vendor can help Users see things they didn’t think about. Temper
the excitement from the shiny demo (see “Speaking of Vendors”
below) and think about how the demo’s content could work for you,
what’s missing from the demo’s scenario, and what would make your
reporting fantastic.
If You Build It, Where Will It Sit?
Another early consideration is whether you want to bring all your
data into Microsoft Dynamics NAV, including data that doesn’t really
belong there, or pull data out of Microsoft Dynamics NAV and other
places and put it into a data warehouse.
This is where conversations with other Users can offer valuable
perspective. We chose a separate data warehouse as we had the
business need of pulling sources together for reporting and
couldn’t compromise there. Having a data warehouse also gives
us tremendous flexibility. If our business or clients change, the
history is locked in Microsoft Dynamics NAV. We can’t change
dimensions in history if a dimension changes on a Customer (when
a salesperson changes for a Customer). With a data warehouse, I
can look at a Customer’s salesperson when the data warehouse is
loaded, so our history isn’t stuck; it can change as our business
changes.
Tools at the Ready
This next part assumes you’ve gathered the data and are pulling
reports like nobody’s business. There are tools available that make
your job so much easier when it comes to business intelligence.
We created a data warehouse in SQL Server that feeds SQL
Server Analysis Services cubes. Our cubes allow our end Users to
quickly create flexible reports that are customizable and usually
run pretty fast. This is a huge advantage for end Users as it gives
you the environment to build your own reports, right in Excel. It
also means that you rarely have to visit with your IT team to get a
report built.
When we started our business intelligence practice there weren’t
very many third-party tools that could do everything we wanted to
do, and we created everything manually. That is not the case today,
and there are many that provide very robust solutions, getting you 80
percent to goal straight out of the box. If we were to start today, we
wouldn’t build our own tool; we’d most likely go with a vendor and
customize their solution to fit our needs.
Speaking of Vendors
Vendors are never short of flashy demos that will knock your
socks off. Don’t start your business intelligence plan with the vendor.
Instead, talk with Users and find out what they’re doing and what
their own organization’s requirements are. After those conversations,
go to the vendor and tell them what you need – sales to budgets year
over year, pull in marketing data from CRM, etc.
It’s also a good practice to ask a vendor for references and then talk
to two or three of their Customers. They’re the ones who are going
to tell you how fantastic it is, what the limitations are, and what the
implementation was like.
There you have it: some tips for building your own reporting story.
It may take a little time and energy, but when you start to see what
couldn’t be seen before, it’s completely worth it. NAVUG
Jason Chance is a senior program analyst for Seventh Generation and can be reached via email at [email protected]. He leads the BI/Reporting track at NAVUG Forum and teaches the Reporting 101 Academy class.
With a data warehouse, I can look at a
Customer’s salesperson when the data
warehouse is loaded, so our history isn’t stuck;
it can change as our business changes.
Fall 2012 15
VAR Partners1 click Factory 1clickfactory.com
ABC Computers Inc. abc-computers.com
ArcherPoint LLC archerpoint.com
Beck Consulting beckconsulting.com
Deep River Technologies deeprivertech.com
InterDyn CFO Consulting interdyncfo.com
Liberty Grove Software libertygrove.com
Sikich sikich.com
Socius socius1.com
Tribridge tribridge.com
Western Computer westerncomputer.com
ISV PartnersAltec altec-inc.com
BI4Dynamics bi4dynamics.com
Data Masons Software, LLC datamasons.com
Datahaven datahaven4dynamics.com
Equisys equisys.com
Esker esker.com
Fastpath Solutions gofastpath.com
ImageTag, Inc. imagetag.com
Jet Reports jetreports.com
Lanham Associates lanhamassoc.com
Medius Software inc. medius-group.com
Mergetool.com mergetool.com
PrecisionPoint Software precision-point.com
SaaSplaza saasplaza.com
Sana Software USA sana-software.com
Serenic Corporation serenic.com
Sologlobe sologlobe.com
SPS Commerce spscommerce.com
TARGIT US Inc. targit.com
NAVUG would like to thank all our PREMIUM PARTNERS for their continued support of the USER GROUP!
actionM E M B E R I N
When Barbara Thompson moved across the United
States in 2003 to join Medifast, a diet food
manufacturer and retailer, she became controller
of a company with $25 million in annual sales.
Today, sales exceed $298 million per year, and
at the helm of it all, as it has been since 2001, is Microsoft Dynamics
NAV. The solution is supplemented by the company’s participation in
both national and local activities sponsored by NAVUG™, including
classes and webinars taught by Thompson.
One thing that has changed over the years is Thompson’s position
with Medifast. In 2010 she stepped out of the controller role and
became the director of financial systems. “I’m a big believer in asking
yourself regularly if you’re becoming the person you want to become,
if you’re doing what you’re passionate about,” she says. “We split
my old job in two because I was getting much more involved and
interested in the financial systems.”
Figuring out what she wants to do and then doing it isn’t new
for Thompson, who grew up surfing, swimming, and sailing in the
coastal town of Gisborne, New Zealand. Thompson’s two brothers are
championship sailors, and she and her oldest brother are breaststroke
swimming champions. Thompson herself learned to sail with a
seven-foot boat in a 20-foot-deep sea and winds of up to 30 knots.
“That’s how I grew up,” she says. In her 20s she moved to Seattle, got
married, had a couple of children and, in her 30s, got an accounting
degree. Her 30s and 40s found her running marathons, competing in
triathlons and bike racing, “and things like that.” One day, something
surprising happened: “I had a friend who let me borrow his single
rowing shell. I had never been in a shell, and I couldn’t keep it upright.
It beat me, and so I became determined to learn it.”
These days, Thompson lives on the other side of the continent, in
Annapolis, Maryland, where she rises several times each week at 4:30
in the morning in order to have her hands on her rowing shell at 5 a.m.
sharp so that she, along with the three other women in her group, can
carry the 400-pound craft to the water and begin the day’s practice.
Thompson describes rowing as both an art and a science.
First, the science. “Rowing is finite and precise,” she says. “It
attracts engineers and accountants but also people who are really into
teams. A lot of the training and teamwork from rowing applies to the
management of my finance team. Just as we all have to work together
to pick up the boat, it’s the same thing when you close month end.
My teams on the water and in the office are best because we work
hard with and for each other. We cover for each other, and we work
together to accomplish something specific.”
But there’s a less quantifiable though equally compelling side to
rowing as well. “We leave in the dark, and there is nothing like sitting
in a boat, rowing and watching the sunrise with your girlfriends,” she
says. “My rowing mates and I have gone through a lot together. We’ve
lost children and parents together. It’s the most soul-stirring sport I’ve
ever done. We’re not talking when the sun rises. We just row as a team.”
There are similarities, Thompson says, between rowing and
managing the financials. “Both are about challenging yourself and
becoming the best you can be,” she says. “Even though you’re doing it
with other people, you’re still working on your own growth. My job is
interesting to me because I like to think a lot and solve problems on
my own, but I also have high group needs. Who knew?”
Learning about yourself, Thompson says, is essential to fulfillment.
(She recommends “What Color is Your Parachute?” by Richard
Bolles as a starting point). “Put some time into understanding what
will make you happy and whole as a person, and then create your
own life,” she says, and then offers her approach to the weekend as an
example. “I go to bed early on Friday nights because I’m so excited for
the weekend to begin. I have big plans! And then on Sunday I go to
bed early again because I’m looking forward to coming back to work,
and that’s because I love my job.” NAVUG
The Art and Science of It All
Fall 2012 17
T T&TIPS & TRICKS
Analysis reports and analysis by dimensions are the native reporting
options that extend Microsoft Dynamics NAV reporting to
the item ledger entries generated from the sales, purchasing, and
inventory areas of the application. I find that many Users don’t
know that this reporting option exists; I think it is one of the more
underutilized areas by Microsoft Dynamics NAV financial Users.
These reporting options can be found on the general ledger, sales
and marketing, purchasing, and inventory menus.
The main advantage this reporting tool has over account schedules
is that it reaches a further level of detail that just isn’t recorded on the
general ledger. Being able to get to quantity information at the item
or location level in addition to the dollar values posted makes these
tools very helpful as a way to get operational reporting.
What is the difference between the
two?
Analysis by dimensions is a query tool. The key to using this tool
effectively is to use aggressive filtering, especially if you have a large
number of items. It can be a very quick way to get information about
what may be going on with a single or small group of items. You can
also export to Microsoft Excel, and it shows up in a pivot table.
Analysis reports allows you to configure and save row setups and
column layouts for later use, which makes it a reporting tool. These
reports work a lot like account schedules, with some added features
to accommodate the additional data you can reach because you’re
reporting against the item ledger entry tables instead of the general
ledger.
A few hints on analysis reports and
analysis by dimensions:
» Skip the analysis report on the general ledger menu and use
accounts schedules; you’re not going to get any added value here.
» When posting sales or purchase orders, you must be fully
utilizing the sub module, i.e. do not allow any posting of lines
to general ledger accounts on the sales or purchase order
documents. Any posting that goes “around” these modules will
cause your analysis report to show a lower number than what
is on your general ledger. Avoid the argument of reporting
credibility by understanding this and either being able to explain
the variance or prevent it from happening altogether.
» Know that analysis reports will not automatically update if you
add new items. You’ll need to go in and do this manually to each
report every time you add new items.
For more information on analysis by dimensions and analysis
reports, reference the documents below, found on CustomerSource:
Documentation > User Guides > Overview of Training Manuals
and Hands-On Labs for Microsoft Dynamics NAV 2009
» Trade in Microsoft Dynamics NAV 2009 – Chapter 9
» Business Intelligence for Information Workers in Microsoft
Dynamics NAV 2009 – Chapter 5
Documentation > User Guides > Overview of Training Manuals
for Microsoft Dynamics NAV 5.0
» Trade in Microsoft Dynamics NAV 5.0 – Chapter 10
» Business Intelligence for Information Workers in Microsoft
Dynamics NAV 5.0 – Chapter 6
Learning More About Analysis Reports and Analysis by Dimensionsby Kerry Rosvold
Who knew that keyboard shortcuts could be so darn controversial?
I recently got the chance to present a Microsoft Dynamics
NAV tips and tricks session at the NAVUG™ Midwest Regional
Chapter meeting, and one topic that came up again and again was
what keyboard shortcuts were changing in the transition from the
classic client to the role-tailored client (RTC).
The first discussion started as a rumor during the social hour the
night prior. “Did you hear they’re getting rid of F8?” “No, they can’t get
rid of F8!” “What’ll we do without F8?” “Oh, my inventory accountant
is going to hate that!” “Well, I heard they’re changing everything.”
Lucky for us, we had quite a few folks there who have already been
using the RTC who were able to quite handily put that vicious rumor
to rest. F8 is firmly available to copy the field above in the new client,
just as it has been in the classic client.
There are quite a few other things that are just simply changing,
and I think the changes make a whole lot of sense.
Keyboard Shortcuts: Classic to RTC
18 NAVUG Magazine
Take F3. F3 has been the constant companion of the Microsoft
Dynamics NAV User, utilized whenever we needed to designate a
new record, a new line, a new document, or a new card. Anything
new has been F3. This has been replaced with four new commands
in the RTC. Complicated? No; I think that Microsoft has made a
concerted effort to simplify by making keyboard shortcuts more
consistent with other Microsoft Office products. Even though four
new commands are replacing one, I think that Ctrl+N will come
quite naturally to someone wanting to create a new record. Likewise,
Ctrl+Insert makes sense for inserting a new line. Ctrl+Shift+C for
opening a new card and Ctrl+F2 for creating a new document may
be a little taxing, but I’m betting we’ll all get used to it. Frankly, I’m
glad to see Microsoft making it easier and more consistent for new
Users to adopt.
I’m sure I may utter an oath or two when I hit F3 in the RTC and
instead of getting a new record, get bumped into a field filter. But
I sure will appreciate many of the brand new keyboard shortcuts
that support RTC features that we’ve never had before like Alt+Tab
to switch among open windows and F5 which now acts as a refresh
command, just like it does in other programs.
Check out this link for a comparative list of keyboard shortcuts
between the classic client and the RTC: http://navfinancials.files.
wordpress.com/2012/05/nav2009keyboardshortcuts.pdf. This will be
the first document I give to my end Users when we start working on
our transition to the RTC. There will always be fear of change, even
with small things like keyboard shortcuts.
Encourage folks to look for the consistencies and efficiencies
gained with the new ones and remind them: at least they didn’t get
rid of F8. NAVUG
Kerry Rosvold is the corporate controller at Augsburg Fortress Publish-ers. She started her blog, http://navfinancials.wordpress.com, as a way to give back to the Microsoft Dynamics NAV community. In just four months, the blog has had more than 1,000 views with readership in 51 countries. Contact Kerry at [email protected] if there is something specific you’d like included in the blog.
Fall 2012 19
David Worthington has been with Microsoft for more
than five years. He started on the Microsoft Dynamics
Mobile team and then moved to a role as a test lead
for the Microsoft Dynamics NAV tools and reporting
team, which is made up of 15 people that concentrate
on the development environment and creation of reports. NAVUG™
spent some time with David to learn about what his team is up to
as development on Microsoft Dynamics NAV 2013 wraps up, what
they’ll focus on next, and why he’s excited for Users to experience
the reporting tools in the next product release.
NAVUG: Are you still busy with Microsoft Dynamics NAV 2013 or
is your work there complete?
David Worthington (DW): We’re putting the final touches on the
product now, working through the feedback and issues that came
in from the TAP (technology adoption program). Our development
work has finished, but we want to make sure the release meets the
expectations of Partners and Customers.
We’ve been focusing a lot on the upgrade story and trying to make
that process as easy as possible for our Customers.
NAVUG: Do you also have one eye on a future release? How does
that planning calendar work?
DW: We’re definitely looking forward to the next version and how
things that were not included in Microsoft Dynamics NAV 2013
might be worked into a new version or an enhancement to this
product. We could also get feedback that changes what we do in the
next version.
NAVUG: What can you tell us about reporting in Microsoft
Dynamics NAV 2013?
DW: Microsoft Dynamics NAV 2013 moves to a new reporting
story, using Microsoft Visual Studio® to design reports and standard
Microsoft reporting tools to display reports. That’s something we
started with Microsoft Dynamics NAV 2009. In that version, Users
had the option to keep the classic reporting functionality or try the
new reporting tools through Visual Studio.
Allowing people to run in both environments forced a lot of
compromises in the product, so we’re focused on making this change to
Visual Studio a good one for Customers who had been with the classic
reporting. Customers who are already using Visual Studio will likely
notice and hopefully enjoy the new features we’ve built into the product.
NAVUG: What are TAP members most excited about when it
comes to reporting tools in Microsoft Dynamics NAV 2013?
DW: I would say the improved Role-Tailored Client report design
experience with the new report dataset designer and the optimized
dataset with labels and parameters.
NAVUG: How will the new reporting tool make a User’s (work)
life easier?
DW: I think they’ll feel more productive, especially when it comes to
designing reports with the new report dataset designer, as the focus
is on RDLC (client report definition) reports with no hybrid reports
available.
NAVUG: Do you interact with a lot of Users in your role?
DW: Most of my interaction with Users is via their submissions in
Connect (the Microsoft feedback tool available at https://connect.
microsoft.com/dynamicssuggestions/feedback). I do attend some
conferences and was at Convergence this past year, but most of my
time is spent in the office.
Our office in Vedbaek, Denmark, has a Customer Day each year
when we go onsite to a Customer’s office and see how they work with
the product. It was amazing to see how much of the company we
visited this year is running on Microsoft Dynamics NAV. Everyone
who worked there worked in Microsoft Dynamics NAV.
NAVUG: You mentioned Connect. How do you decide which
features to include in your next set of reporting tools? Do you
TM
TMNAV
WorthingtonDAVID
20 NAVUG Magazine
showcaseMICROSOFT MEMBER
use information strictly from Connect, ideas that weren’t
implemented in the past release, or a combination of both?
DW: Realistically both. But if we just looked at Connect and our
backlog, we wouldn’t make any really big changes. For example, I
don’t think Microsoft Dynamics NAV running on Azure was ever
logged. It’s a combination of long-term vision and planning and what
comes in through the tool, especially with reporting as we hear about
things that people need to do to address regulatory practices. We
have to balance all of these different things and decide what is going
to be the best bet.
We also get a lot of feedback from our Community team as they’re
talking to Customers all the time and come back to us with what they
hear via the Community website and events such as Convergence.
NAVUG: What did you think of Convergence?
DW: It was a great experience. I got heaps of feedback. Normally
the people from the Microsoft Dynamics NAV team who go are in
product marketing or management, so I was pretty nervous when
I had the opportunity to go. I’ve been to things like Dev Days and
Directions (a Microsoft Dynamics NAV Partner Conference), but I
was positively surprised by Convergence. Every time I sat down to
lunch and talked with others, I learned their opinions about reporting
in Microsoft Dynamics NAV. It was really interesting to hear their
story as well as how long they’ve been using the solution, especially
those businesses that have grown with it.
NAVUG: We’re excited to see this new product come out soon. If
you were to peg just one, what do you think is going to be the
greatest User benefit with Microsoft Dynamics NAV 2013?
DW: Users will be able to use the new report capabilities with Report
Viewer 2010 and RDLC 2008. Many standard Microsoft Dynamics
NAV reports will also look better than they did with Microsoft
Dynamics NAV 2009, as we have applied the new User experience
guidelines to make use of more RDLC features such as charts, color,
and interactivity. The reports will also have better performance due
to dataset optimizations. NAVUG
We’ve been focusing
a lot on the
upgrade story and
trying to make that
process as easy as
possible for our
customers.
Fall 2012 21
Putting Your Data to Work
Business intelligence (BI) is a wonderful concept: take the data you have
accumulated over the years in Microsoft Dynamics NAV and put it to
work for you. But in order to grow a strong BI practice, you need to start
with a good plan.
The Microsoft Dynamics NAV and NAVUG™ communities are
fortunate to have a wealth of reporting experts within User and Partner organizations.
We reached out to Cristian Nicola of NCA Dynamics, Noah Kluge of PrecisionPoint
Software, and Klemen Logar of BI4Dynamics to talk about business intelligence, the
business case for having a reporting strategy, and how you can enhance your own BI
knowledge in order to draw more visibility from your existing data.
Cristian has been a Microsoft Dynamics NAV consultant for more than 10 years. He
created http://dynamicsbiguide.com to share tips and tricks with the community, and
his love of BI goes back to his formative years.
“I’ve been programming since I was 12 years old,” says Cristian. “I’ve always been
attracted to classifying, organizing, and sorting information, and then taking that data
and trying to put it all together into an organized environment, like a library.”
BI allows Cristian to make that library available to his clients, giving them the
opportunity to make decisions they wouldn’t otherwise make had it not been for
seeing data in a new way. In the last few years he has a gained a lot of knowledge of BI
solutions through interviewing multiple vendors in order to pick the best solutions for
his Customers.
Noah’s experience comes from his position as a data analyst and US general manager
for PrecisionPoint Software, an ISV that offers the hypercube, a solution that allows
a User to view and analyze data from multiple sub-ledger sources in a single, unified
environment. His experience came from watching Microsoft Dynamics NAV in action,
studying how the data flows through the product.
Klemen built his reporting knowledge over the years from listening to his clients’
business needs and seeing the challenges they experienced.
“Working on a BI project with a client is very beneficial for both the client and
vendor,” says Klemen. “I get to know the Customer’s business process – their business
routine, key business requirements, and current state on reporting. Understanding the
client’s business is crucial for the successful implementation of a BI project.”
A common thread in the reporting world is that Users want to be able to pull their
own reports rather than rely on a vendor to help them out. But in order to pull those
reports, you need to have the right plan and the right data or you’ll fall into the depths
of “garbage in, garbage out,” according to Klemen.
“The point of BI is to give Users the power of creating reports,” says Cristian. “There’s
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22 NAVUG Magazine
a lot of work up front to make sure your reporting solution will enable
you to build those reports, and I like that once you put that in place,
Customers can do this on their own without going to a developer all
the time.”
That upfront work consists of building a strong data foundation so
you’re able to pull the most important information from Microsoft
Dynamics NAV. This task is accomplished by gathering requirements
from your team on what they’d like to see and how they’d like to see it.
Though there are numerous considerations, one example is to think
about how your item and Customer groups will result as hierarchies
in BI.
“Having good item and Customer grouping gives you more
flexibility when working in analytics,” says Klemen. “It’s the same with
chart of accounts in GL and account schedules. Many Customers
don’t use account schedules because they are not very flexible in
Microsoft Dynamics NAV. Yet they are very powerful when you bring
them into BI as it extends the functionality to turn account schedules
into very powerful financial reporting.”
Creating that positive reporting experience is something that
makes all that upfront work worth the effort.
“I love the ability to help people make sound decisions,” says Noah.
“We have a new Customer who has shared that he’s transitioned from
working with 10 reports he’d written in a different environment to
using one of ours to pull data together in one spot.”
In addition to having all that data in one spot, Users can also use
BI for functional analysis, including trend analysis over multiple
years, sales and profit analysis, key performance indicators, and
consolidation over multiple companies. Having this variety of
information at your fingertips can help your organization in so many
ways, from knowing where to look for cost savings to being able to
forecast and plan future activities.
Although BI has been a hot topic the last couple of years, Cristian
believes we’ve just scratched the surface.
“We’re in the early stages of what we know about BI,” says Cristian.
“It was built for trend and data analysis, but I believe we’re going to
move into data mining, which will then be commoditized and in the
cloud. It used to be that companies with an ERP system had a leg up
on their competition as they were able to run their business more
efficiently. Now that more and more companies are using ERP, it’s no
longer a competitive advantage. Users always need to look at what
they can do to set themselves apart.”
As with any software or plan, BI is only of value if you actually
use it, rather than “letting it gather dust on the shelf,” according to
Cristian. Once you have your plan in place, you just need to jump in
and start letting BI work for you.
“There’s definitely a learning curve,” says Cristian. “I’ve spent my
last three to four years living and breathing this, helping Users and
Partners understand what BI is and what it can be used for. It’s so
rewarding to have it click for a Customer. The reason I love being in
the Microsoft Dynamics NAV business is that I’ve had Customers say
that they’re successful because of NAV.”
Adding to that, “BI makes a User’s life easier,” says Noah. “It helps
people and helps their business.”
If you’re in the market for an actual BI solution, be sure to look
around to see what’s available. There are numerous vendors in this
space right now and just as your business is unique in the things
you do with Microsoft Dynamics NAV, each of them has something
slightly different to offer.
“You wouldn’t go out and buy an ERP system without comparing
pricing and vendors, and this is the same thing,” says Cristian. “Check
out at least two or three products, see what they have to offer, and
make the decision that’s best for your organization.”
One other thing to consider concerns the creation of your data
warehouse.
“Building a data warehouse takes a lot of time,” says Noah. “Look
at products in the marketplace that solve that problem and automate
the task for you.”
Implementing a BI practice isn’t something you’ll cross off
your to-do list in a day, but it’s worth it when you think about
the business insight you’ll experience. Even when you have your
practice up and running, there’s still an element of responsibility
for you and your team as BI is an ongoing project. Much like
a seed planted in the ground, a good BI plan will flourish under
your care. NAVUG
Fall 2012 23
Congrats to Randy Derfus of The Visual Pak Companies for winning the Spring 2012 Word
Find. Your prize is in the mail, Randy! Below are 25 words that relate to the topics and theme
in this issue of NAVUG™ Magazine. These words can be found in the grid horizontally, vertically,
diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win a
gift certificate; simply scan and email your entry to [email protected].
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24 NAVUG Magazine
showcaseVAR PARTNER MEMBER
Beck Consulting has been in the Microsoft Dynamics NAV
business since 1997. Their very first client, California Dairies,
is still an active client today, and that relationship has paved the
way for Beck Consulting to have a focus on the food industry.
NAVUG: You’ve developed several modules within Microsoft
Dynamics NAV to help Users with their specific industry
needs. Tell me about them.
Cheryl Irons (CI): We have. We’ve created aptly named modules
for the food industry (bcFood), data warehousing (bcData
Warehouse), EDI integration (bcEDI), trade management,
commissions, and programs (bcTrade), document management
(bcProductivity), warehouse management (bcMobile), and
shipping (bcPackandShip), to name a few.
NAVUG: Do you work in verticals outside of the food industry?
CI: Yes, we also work with manufacturing and distribution-
focused Customers. We’re proud to be well known on the West
Coast as Microsoft Dynamics NAV experts and are fortunate to
have low turnover with both our Customers and our personnel,
which have an average of 12 years of experience using Microsoft
Dynamics NAV.
NAVUG: You mentioned bcData Warehouse. You’ve focused
on growing your business intelligence (BI) capabilities
recently. Did you see the need or was it something your Users
asked for?
Jeremy DeVries (JD): Traditionally it’s been a struggle to get
information out of Microsoft Dynamics NAV for reporting
purposes. The person building the report has to understand
the database structure and know the connection between
entities. We decided to create data warehouse
structures and pull in all the information we
could possibly think Users would want to
see, so that when they build a report they can easily pick the
metrics they want.
NAVUG: Do Users then create the reports in Excel or in a
different environment?
JD: They can use any tool that points to the SQL database, such
as PowerPivot, MS Query, SRS, Crystal Reports, and Jet Reports.
NAVUG: What do your Users like about the reporting tools
you’ve created?
JD: It makes it so much easier for them to build a report. They
don’t need to be technical and understand all the table structures,
they just need to know what type of information they want to see
in a report format.
NAVUG: What do you enjoy most about being a Partner?
CI: We love what we do. We love working with Microsoft
Dynamics NAV and all the modules we’ve built into it. It has a
low TCO and is all on one database, making life easier as we don’t
have to integrate with a lot of products from other companies.
We get a lot of accolades from Users and Microsoft because of
how we approach the business.
We have also really enjoyed being part of NAVUG as a
Premium Partner Member. We sit in on the webinars and see
the value that Users receive. We hope to use NAVUG Forum
to educate our customers and will host our own User Group
at NAVUG Forum this fall. One of the managing partners is
also getting involved, leading a Regional Chapter meeting in
Belgium as he’s Dutch. It’s been a pleasure to see such great
value for us and our Customers. NAVUG
COMPANYBeck Consulting
INTERVIEWEESCheryl Irons, sales executive,
and Jeremy DeVries, senior implementer and
project manager
HEADQUARTERS Alameda, California
EMAIL [email protected]
WEBSITE www.beckconsulting.com
ESTABLISHED 1986
NAVUG™ PARTNER MEMBER SINCE
2009
Beck Consulting
Fall 2012 25
26 NAVUG Magazine
T T&TIPS & TRICKS
» Please note that access to these recordings
is determined by original webinar event sta-
tus, either “Open” (available to all NAVUG
Members) or “Premium” (available only to
NAVUG Premium Members only). NAVUG
Catching Up on NAVUG WebinarsDid you know as a NAVUGTM Member you
have access to our recording library? Did you
miss a NAVUG webinar you really wanted to see?
No worries, there are more than 100 recordings
available on www.NAVUG.com and here are the
simple steps to finding those valuable recordings:
» Navigate to the Member Resources tab of
www.NAVUG.com and select “Content Li-
brary.”
» Choose either “All Recordings” for a full list
of all recordings or select a Focus Area to drill
down by subject matter.
» Scroll through the list to find your desired
topic.
» Once you click on the desired recording,
you’ll see the full webinar description.
Scroll to the middle of that description and
you will find the “Materials” section where
you can either right click to save or click
directly to play the webinar. Remember, you
must be logged into www.NAVUG.com to
see the recorded files.
Fall 2012 27
showcaseISV PARTNER MEMBER
NAVUG: Tell me about your company.
Joe Little (JL): Prior to 2002 we were a VAR. Some of our clients
insisted on using Microsoft Excel instead of Microsoft Dynamics
NAV for their reporting, so we gave in and created an Excel-
based tool called GL Link. We were giving it away to friends
within the channel, and people liked it. Pretty soon they were
asking for new versions, and we made the decision to develop
the product. Customers liked the idea of doing work in Excel,
we continued to make improvements, and Jet Reports was born.
Since then, a lot of improvements have been made to reporting
within Microsoft Dynamics NAV, but people still turn to Excel as
the first place for analytics.
NAVUG: Tell me about Jet Reports products.
JL: We offer three solution tiers of Jet Reports. The newest is Jet
Express, which was developed in partnership with Microsoft and
is free to Users who are on Microsoft Dynamics NAV 2009 (soon,
Microsoft Dynamics NAV 2013) current on their Business Ready
Licensing plan. We worked closely with the Microsoft team on this
product to promote the integration story. Our second product is
Jet Essentials, which is an enhanced, Excel embedded reporting
and automation solution. Essentials includes additional features
and functionality that facilitate all the operational reporting and
distribution needs many organizations have. The third is Jet
Enterprise, which is a full business intelligence (BI) product that
has all the reporting components of Jet Essentials, but also has
a BI stack behind it. Jet Enterprise enables Users to create and
maintain cubes, as well as use pre-built cubes and reports for
Microsoft Dynamics NAV.
NAVUG: What sets you apart from your competition?
JL: We pay a lot of attention to the fit factor. We focus on making
the tools work well for the market, with the skills they already
have in house. There are many companies in the market that have
great technology, but don’t have the same attention to fit. Some
require skills with MDX, installation services scripts, etc. That’s
all fine, unless your organization doesn’t have the skills.
NAVUG: What’s on the horizon for Jet Reports?
JL: We have a product in beta right now called Jet Reports
2012 R2. It contains new functionality to work with Microsoft
Dynamics NAV 2013. Because it’s part of that new platform, it
uses web services and runs on Windows Azure.
NAVUG: You mentioned this briefly, but you worked with
Microsoft on providing Jet Reports Express to Users at no charge.
That’s a pretty great relationship to have with Microsoft.
JL: When we agreed to do that, we made some commitments to
Microsoft, one being that when Microsoft Dynamics NAV stepped
up to Azure and web services, we would work on the same platform
and have our products available at the same time as their product
release. There’s a strong commitment there, so we are working
closely with the Technology Advancement Program (TAP) and the
field to make sure everything will work according to plan.
NAVUG: That’s good to hear. A lot of Users are anxious to see
the reporting capabilities of Microsoft Dynamics NAV 2013
as well as what you and other ISVs have planned. You’ve been
working with reporting for a while now. What do you think is
the greatest benefit to having access to quality reports?
JL: You always know how your business is performing and have
one version of the truth to back up your tactics and strategic plan.
You need to have that, or everyone is off on their own planet with
different sets of numbers. You also need the ability to create
reports on the fly and be able to quickly look at something you
didn’t expect so you can get questions answered, off your desk,
and stay productive.
Productivity around the world is at an all-time high. To be
competitive you need to sharpen your tools and be really productive
because everyone else is. A great reporting and BI solution will do
that, enabling you to be efficient and effective. NAVUG
Jet Reports, Inc.
COMPANYJet Reports, Inc.
INTERVIEWEEJoe Little, president
HEADQUARTERS Portland, Oregon
PHONE 503-608-3637
EMAIL [email protected]
WEBSITE www.jetreports.com
ESTABLISHED 2002
NAVUG™ PARTNER MEMBER SINCE:
2008
NAVUG: We really like having you as an active Partner
Member. What’s been the most valuable aspect of your
NAVUG membership?
JL: We love hearing what the Users have to say. Many public
events are driven by vendors and there’s a lot of talking “to”
clients – outbound speech, which isn’t really communication.
NAVUG is reversed. At first we weren’t sure if that would be
true, but it’s very End User-based. Users determine what they
want to hear, and then speakers are found on that topic. So as
a Partner, when we’re asked to present, it’s fantastic to speak
about what people want to know.
28 NAVUG Magazine
Look for this icon to identify solutions that have earned the Certified for Microsoft Dynamics accreditation.
Look for NEW: in front of the names of products/ services that are new to The List.NEW:
Download copies of The List from The Partner Channel website (www.thepartnerchannel.com/the-list) to share with others in your office.
Welcome to The List from The Partner Channel®! The List is a tool that
enables you to quickly and easily find products specific to industries,
business process functions and various services provided by third-party
companies that extend the Microsoft Dynamics® family of products.
The List is updated quarterly and is available as a PDF document at:
www.thepartnerchannel.com/the-list
Industry...................................................................Page 30
Horizontal................................................................Page 37
Services...................................................................Page 48
The List Table of Contents
The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry,
horizontal and service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those
solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it.
If you have a product or service that you would like included on The List, please contact [email protected].
NOTE: The Partner Channel, Dynamic Communities®, and NAVUG™ offer no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner.
*Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!
Fall 2012 29
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
30 NAVUG Magazine
Agriculture
Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 314REAP - Renewable Energy Agricultural Processing Manage commodity procurement, contracting, settlements, inventory & BI.
Joesoftware Inc.
Livestock AcceleratorProducer Management and Livestock Movement/Quality Tracking accelerator for Dynamics CRM.
Northlake Partners
BluWare - Commodity ProcurementManage harvest, hauling, & purchasing of crops, grain, & fish. Specify prices by commodity & automate deductions & taxes. Manage unlimited Farmers & Fields and complete 'Delivery Tickets' to become Payables in GP.
Apparel
Lanham Associates®
EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution in-cluding AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references. Quick startup available.
RedTail Solutions
RedTail EDICloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO.
Automotive
AIM Computer Solutions, Inc.
AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.
Data Masons Software
Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Lanham Associates®
Automotive ACE Automotive EDI inside NAV. ASN, Forecast/Release and Labels.
Aviation
Cincom Systems, Inc
Cincom ERPMaster the complexity and simplify your complex business processes to realize 30:1 or more ROI and double-digit gain in profits.
Chemicals
BatchMaster Software, Inc. www.batchmaster.com/solutions/dynamics-
BatchMaster Manufacturing for Microsoft Dynamics GP In-built to Microsoft Dynamics GP, not an integration. Manages formulation, com-pliance, quality, production & planning for Food, Chemical, Cosmetic, Personal Care, Nutraceutical & Pharmaceutical manufacturers.
Horizons International
Quality Essentials SuiteQuality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Vicinity Manufacturing
www.vicinitymanufacturing.comVicinityWritten for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Churches and Ministries
BGE, Inc.
FundVisionPowerful fundraising, donor man-agement software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.
Construction
AXtension www.axtension.com/index.php/en/applications/axtension-solutions/visual-
AXtension Visual Project PlanningGraphical planning of projects, resources and materials.
Consumer Packaged Goods
Absolute Value
Absolute Value/Lanham Associates Best-fit formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.
Arbela Technologies
Industry-Tailored Dynamics AX SolutionsWith over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment.
Business Systems Integrators
EDIBSI provides superior EDI solutions for AX, both on-premise & SaaS.
Data Masons Software
Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Flintfox International Limited
TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
HighJump TrueCommerce EDI
Solutions www.highjump.com/truecommerce
HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and afford-able.TrueCommerce EDI is a Microsoft Gold Certified Partner and certified for
Microsoft Dynamics GP.
Lanham Associates®
EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution in-cluding AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references. Quick startup available.
Lanham Associates®
ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 dispa-rate ones. 88,000+ users worldwide. Unprecidented visibility.
Lanham Associates®
AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replen-ishment solution with DRP, collabora-tion, promotions, drill down visibility & multiple rollup views.
RedTail Solutions
RedTail EDICloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO.
RockySoft
Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Cross Industry Solution
5280 Solutions
Dynamic Payables - SharePoint Invoice AutomationDynamic Payables, a SharePoint-based AP automation solution includes OCR, workflow, reporting & direct integration with Microsoft Dynamics.
Arbela Technologies
Centralization Solutions For Dynamics AXArbela's Master Data Centralization for Dynamics AX introduces the Universal Company concept which holds and man-ages the enterprise-wide master data for sharing across multiple companies.
IndustryIN
DU
STR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Fall 2012 31
Ariett Business Solutions, Inc.
Ariett Requisition, Travel & ExpenseTravel, Requisition, PO Approval Workflows, Expense Reporting, Document Manager, Credit Cards, Mobile Apps, in the Cloud on Microsoft Azure..
AssureSign LLC
AssureSign Electronic Signature SoftwareIntegrated cloud or on-premise enterprise class Electronic Signatures.
Bottomline Technologies www.bottomline.com/transformap_ax
Transform® AP for Dynamics AXIntegrated AP invoice capture, con-figurable workflow and storage. Link invoice data directly to AX for auto-mated matching of PO-based invoices plus exception processing with online review and approval.
Bottomline Technologies
Create!form® Complete Document & Payment Automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.
Business Computers
Software, Inc.
Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or finger print reader.
Business Systems Integrators
EDIBSI provides superior EDI solutions for AX, both on-premise & SaaS.
Datahaven for Dynamics
Datahaven for DynamicsDatahaven is the only scanning, OCR, and workflow solution natively embedded “not simply integrated” throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Encore Business Solutions www.encorebusiness.com
Advanced SmartListEnhanced analysis of SmartList data. Ad-hoc reoprts & queries on the fly.
Encore Business Solutions www.encorebusiness.com
Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.
Encore Business Solutions www.encorebusiness.com
Recurring Contract BillingAutomate cyclical billing processes & improve cust. & contract mgmt. Auto- generate scheduled invoices reducing billing & invoicing time.
EthoTech, Inc.
Next Numeric CollectionAuto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs.
EthoTech, Inc.
Commission PlanStop fighting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire commission process right inside of Dynamics GP.
ImageTag, Inc.
KwikTag Document Capture & Workflow for DynamicsPowerful. Practical. Proven. More choose KwikTag's document & case mgmt.
Integrated Software, Inc.
Credit Card AuthorizationToken-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seemlessly integrated with Sales Order Processing and Cash Receipts.
Integrated Software, Inc.
Request For QuoteCreate RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes.
ITDP Solutions Limited
dotStore eCommerceComplete eCommerce solution for B2B/B2C and iPhone/Android devices.
ITDP Solutions Limited
popXMLeDocument exchange automation solution for POP in Dynamics GP.
JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm
JAT Payroll Interface (JPI)JPI is a bi-directional integration linking GP HRM and ADP payroll.
kCentric Technologies Inc
k-eCommerce ecommerce solutionB2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilin-gual, multi-currency SaaS, On Premise.
KTL Solutions, Inc.
Development - Microsoft Dynamics GP13 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Sub-contractor rates to other resellers.
Lanham Associates®
E-Ship Shipping from sales order through manifest. Package carriers available.
Liaison Software Corp
Liaison Messenger EDDBatch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to custom-ers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.
PaperSavePro
PaperSavePro PaperSaveProTM is a Certified for Microsoft Dynamics document management and electronic workflow solution that eliminates inherent risks and inefficien-cies associated with paper.
Paramount Technologies
www.paramounttechnologies.com
WorkPlace RFQAllows your vendors/suppliers to bid via an externally hosted website. Drive down your product costs with online RFQ responses bidding & ranking. Seamlessly integrated to Workplace Purchasing.
Paramount Technologies
www.paramounttechnologies.com
WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Professional Advantage
Company Data Archive (CDA)Easily archive data from your live Dynamics GP company to a historical company. Reduce hardware costs, increase Dynamics GP performance and eliminate clutter in inquires and reports with CDA.
Solver
Solver - BI360Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
V-Technologies, LLC
StarShip Shipping SoftwareIntegrated shipping for small parcel and LTL; supports UPS, FedEx, DHL, USPS (Endicia), OnTrac, Freightquote, YRC and more.
WilloWare, Inc.
Dynamics GP PowerPackOver 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!
Education
Ariett Business Solutions, Inc.
Ariett Requisition, Travel & ExpenseTravel, Requisition, PO Approval Workflows, Expense Reporting, Document Manager, Credit Cards, Mobile Apps, in the Cloud on Microsoft Azure.
Blue Moon Industries
Advanced GL CloseAdds multiple GL segment selection capability during year-end close.
Paramount Technologies
www.paramounttechnologies.com
WorkPlace for Education Budget & purchase against capital projects. Track requisitions, robust ap-proval process, powerful RFQ, Project, Time and Expense.
Equipment Dealers
Concept Computer Corporation
DealershipDynamics Just WorksDealershipDynamics is a complete solu-tion for all equipment dealers. Powered by NAV 2009, integrated features include an equipment configurator, mobile service solution, doc archiving and Microsoft CRM 2011.
Finance/Banking
AssureSign LLC
AssureSign Electronic Signature SoftwareIntegrated cloud or on-premise enterprise class Electronic Signatures.
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Food and Beverage
Absolute Value
Absolute Value/Lanham Associates Best-fit formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.
Appolis
WithoutWireTM WarehouseAppolis WithoutWireTM Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
Arbela Technologies
Arbela TechnologiesWith over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment.
ASC Software
ASCTracAward winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
BatchMaster Software, Inc. www.batchmaster.com/solutions/dynamics-
BatchMaster Manufacturing for Microsoft Dynamics GP In-built to Microsoft Dynamics GP, not an integration. Manages formulation, com-pliance, quality, production & planning for Food, Chemical, Cosmetic, Personal Care, Nutraceutical & Pharmaceutical manufacturers.
Blue Horseshoe www.supplychaindynamicsax.com
Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specific func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profit margins and asset utilization.
Business Systems
Integrators
EDIBSI provides superior EDI solutions for AX, both on-premise & SaaS.
Flintfox International Limited
TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
HighJump TrueCommerce EDI
Solutions www.highjump.com/truecommerce
HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and afford-able.TrueCommerce EDI is a Microsoft Gold Certified Partner and certified for Microsoft Dynamics GP.
Horizons International
Quality Essentials SuiteQuality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Lanham Associates®
AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replen-ishment solution with DRP, collabora-tion, promotions, drill down visibility & multiple rollup views.
Lanham Associates®
Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 1700 companies live.
Metafile Information Systems, Inc.
MetaViewer Paperless ERP for Microsoft DynamicsEnhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
Northlake Partners
BluWare - Sales ManagementSales Management for Food Manufactures w/workflow, automated email & status change, configurable UI's, catch-weight, multi item UOM, & Price Lists. Integrated w/BluWare logistics, freight, promotions, & commissions.
RedTail Solutions
RedTail EDICloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO.
RockySoft
Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Trinity USA
Trinity Food and Beverage BundleComplete bundle enhancing SOP,POP, Inventory & Pricing + Catchweights.
Vicinity Manufacturing
VicinityWritten for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Franchises
Enliven Software
F^3 Fidesic For Franchise OrganizationsCollect royalties and process payables w/ workflow from multiple sites.
Glass
GTS Services, LLC
LX-Connect
for the auto glass market.
GTS Services, LLC
GlasPacLX
glass operation with GlasPacLX and GP.
Government
Ariett Business Solutions, Inc.
Ariett ReqNet & Expense ManagementeProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.
Blue Moon Industries
Advanced GL CloseAdds multiple GL segment selection capability during year-end close.
Paramount Technologies
www.paramounttechnologies.com
WorkPlace for Government Easy to use. Allow vendors to securely respond online with our powerful RFQ Portal. Budget & purchase against capital projects. Track requisitions, robust ap-proval process, Project, Time & Expense.
Thomson Reuters, Tax and
Accounting - Government
Government Revenue Management (GRM®) Providing Government Revenue Management Solutions.
Government Contracting
Unanet Technologies
Unanet Project PortfolioResource planning, time/expense tracking & project accounting for GP/SL.
Healthcare
Ariett Business Solutions, Inc.
Ariett ReqNet for HealthcareMaterials Management Solution from Requisition to Purchase Order to Receiving, with Supplier PunchOut, Document Management and Mobile Apps.
Computer Information
Enterprises
ImageLinkImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
Integrated Software, Inc.
Health Care ManagementBilling and Financial Mangement for Home Health and Long Term Care.
Kronos Incorporated
Workforce Central® SuiteSeamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Paramount Technologies
www.paramounttechnologies.com
WorkPlace for Healthcare Drive down costs & control purchases in your material management process. Operates in single & multi-site facili-ties, from Requisition through Invoice Automation.
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Sierra Workforce Solutions
Sierra Workforce SolutionsTime & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
High Tech and Electronics
Axonom
Powertrak Solutions to service customers and partners with web self-service, partner/dealer loyalty tools, streamlined quote-to-order processing and more.
Cincom Systems, Inc
Cincom AcquireTM Close deals 80% faster! Simplify your sales effort; configure, price, quote in real-time with customers. See us at CRMUG booth #317!
Experlogix, Inc.
Experlogix Configurator for Microsoft Dynamics CRM & ERP Experlogix Configurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
QBD Systems
Universal PLM IntegrationIntegration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Industrial Equipment
Cincom Systems, Inc
Cincom ERPMaster the complexity and simplify your complex business processes to realize 30:1 or more ROI and double-digit gain in profits.
Experlogix, Inc.
Experlogix Configurator for Microsoft Dynamics CRM & ERP Experlogix Configurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Horizons International
Quality Essentials SuiteQuality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Insurance
AssureSign LLC
AssureSign Electronic Signature SoftwareIntegrated cloud or on-premise enterprise class Electronic Signatures.
Life Sciences
Paramount Technologies
www.paramounttechnologies.com
WorkPlace for Life ScienceDrive down costs & control purchases in your material management process.Operates in single & multi-site facili-ties, from Requisition through Invoice Automation.
Maintenance Management
eRPortal Software Group
LLC
eRPortal CMMS Software SuiteThe eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.
Manufacturing
Arbela Technologies
Arbela TechnologiesWith over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment.
ASC Software
ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Axonom
Powertrak Solutions to service customers and partners with web self-service, partner/dealer loyalty tools, streamlined quote-to-order processing and more.
AXtension www.axtension.com/index.php/en/applications/axtension-solutions/
AXtension Advanced Production Production insight and control on the shop floor.
AXtension www.axtension.com/index.php/en/applications/axtension-solutions/visual-
AXtension Visual Project PlanningGraphical planning of projects, resources and materials.
BatchMaster Software, Inc. www.batchmaster.com/solutions/dynamics-
BatchMaster Manufacturing for Microsoft Dynamics GP In-built to Microsoft Dynamics GP, not an integration. Manages formulation, com-pliance, quality, production & planning for Food, Chemical, Cosmetic, Personal Care, Nutraceutical & Pharmaceutical manufacturers.
Cincom Systems, Inc
Cincom ERPMaster the complexity and simplify your complex business processes to realize 30:1 or more ROI and double-digit gain in profits.
Cincom Systems, Inc
Cincom AcquireTM Close deals 80% faster! Simplify your sales effort; configure, price, quote in real-time with customers. See us at CRMUG booth #317!
Computer Information
Enterprises
ImageLinkImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
Experlogix, Inc.
Experlogix Configurator for Microsoft Dynamics CRM & ERP Experlogix Configurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Feed Management Systems
Feed Mill Manager Integrated formulation and operations solutions for feed manufacturers.
Genius Solutions
Genius ManufacturingGenius Solutions provides ETO, MTO, custom, discrete manufacturing solu-tions. Affordable, Easy to Use & Learn. Has integration with CAD.
Greg Frazier, CPA, PLLC
MARS Designer BOMSNeed a fun and easy way to analyze bill-of-material cost roll-ups for BOMs? Need an easy-to-use graphical BOM configurator? Try MARS Designer Boms on Microsoft Azure.. Cloud computing at an affordable price!
HighJump TrueCommerce EDI
Solutions www.highjump.com/truecommerce
HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and afford-able.TrueCommerce EDI is a Microsoft Gold Certified Partner and certified for Microsoft Dynamics GP.
Kronos Incorporated
Workforce Central® SuiteSeamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Lanham Associates®
E-Ship Shipping from sales order through manifest. Package carriers available.
Lanham Associates®
AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production pur-chasing via comparing component time-phased demand to dynamic vendor lead-time. Inventory items as components or supply them as products for customers. Gain visibility & control.
Liaison Software Corp
Liaison Messenger EDDBatch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to custom-ers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.
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Manufacturing Resource
Partners
Dynamics GP Manufacturing ConsultingThe implementation team at Manufacturing Resource Partners is one of the most expe-rienced available. Each of our consultants has 12 to 24 years of manufacturing and/or financial management experience.
Metafile Information Systems, Inc.
MetaViewer Paperless ERP for Microsoft DynamicsEnhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
Northlake Partners
BluWare - Sales OrderComplete web Sales Order w/workflow, automated email & status change, configurable UI's, catch-weight, multi item UOM, & added Price List features. Integrated w/BluWare logistics, freight, promotions, & commissions.
Sierra Workforce Solutions
Sierra Workforce SolutionsTime & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Vicinity Manufacturing
www.vicinitymanufacturing.comVicinityWritten for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
WilloWare, Inc.
LeanMFGComplete manufacturing suite for smaller GP manufacturers, or those whose processes include Disassembly, Batch, or Multi-product production.
WilloWare, Inc.
Manufacturing PowerPackA suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.
Media and Entertainment
Eclipse Computing, Inc www.us.eclipsecomputing.com/
Royalty and Rights Management System for Dynamics GPFor managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.
InterDyn AKA
DynamicsADvantage DynamicsADvantage for GP and DynamicsADvantage for CRM -Comprehensive solution for Media and Entertainment companies for ad sales automation, advertiser/agency & campaign management, ad billing & revenue recognition.
KORE Software
KORE ProSportsTM
More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media trafficking.
KORE Software
KORE MediaPitchTM
KORE MediaPitchTM is the media indus-try’s leading platform for transform-ing a generic CRM into a media sales powerhouse.
United ERP, LLC
Royalty Accounting SoftwareAXIP monitors your Royalty Lifecycle from contracts, product dvlpmt ap-provals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, fore-casting & business intelligence.
Metal Fabrication
WilloWare, Inc.
Commodity SurchargeTracks the spot price of commodities, adds surcharge during invoicing to cover difference in the spot price between quote date and invoice date.
Non-Profit Organizations
Accounting System Integrators
Non Profit PlusFund and Grant Management, Encumbrance and Due to/from Fund Accounting.
Ariett Business Solutions, Inc.
Ariett ReqNet & Expense ManagementeProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.
BGE, Inc.
FundVisionPowerful fundraising, donor man-agement software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.
Blue Moon Industries
Advanced GL CloseAdds multiple GL segment selection capability during year-end close.
Paramount Technologies
www.paramounttechnologies.com
WorkPlace for Non-Profits GL Distributions, Fund Accounting, Audit Trails, Requisition & Expense.
Sierra Workforce Solutions
Sierra Workforce SolutionsTime & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Unanet Technologies
Unanet Project PortfolioResource planning, time/expense tracking & project accounting for GP/SL.
Oil and Gas
Computer Information
Enterprises
ImageLinkImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
Corporate Services
TrakQuip and RTMS Software SolutionsWhether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent financial information to ac-curately run your business.
Joesoftware Inc.
Remote Inventory AcceleratorWeb-based self-service application for tracking customer inventory stored at your site.
Pharmaceuticals
ASC Software
ASCTracAward winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
Printing/Converting
Computer Productivity Services Inc.
cps.financial.officelive.com/
CPS - Production Management for Labels and Flexible PackagingEstimates, Order Management, Scheduling, Shop Floor, Job costing.
Professional Services
AXtension www.axtension.com/index.php/en/applications/axtension-solutions/visual-
AXtension Visual Project PlanningGraphical planning of projects, resources and materials.
ITDP Solutions Limited
Project Budget Manager for Business PortalWeb BP - Manage Templates, Contracts, Projects, Budgets & Resources for GP.
JOVACO Solutions Inc.
JOVACO Project SuiteProject accounting for professional ser-vice firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
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Axonom
Powertrak Solutions to service customers and partners with web self-service, partner/dealer loyalty tools, streamlined quote-to-order processing and more.
Staffing/Recruiting
Joesoftware Inc.
Recruitment AcceleratorWeb-based recruiting mgmt, resume collection & on-boarding accelerator.
Professional Advantage
1Staff for Microsoft Dynamics 1Staff provides an end-to-end solution for staffing organizations from resume parsing to generating financial state-ments. One solution your sales, recruiters and financial staff can all use.
Transportation
m-hance www.m-hance.com/sectors/distribution/
Vehicle Load PlanningEffective use of a vehicle fleet demands the ability to organise deliveries quickly and easily based on known routes, product weights and vehicle capacities.
V-Technologies, LLC
StarShip Shipping SoftwareIntegrated shipping for small parcel and LTL; supports UPS, FedEx, DHL, USPS (Endicia), OnTrac, Freightquote, YRC and more.
Utilities
Paramount Technologies
www.paramounttechnologies.com
WorkPlace for UtilitiesImprove efficiency & reduce costs. Budget & purchase against capital projects.Track requisitions, robust approval process, powerful RFQ, Project, Time & Expense.
Warehouse Management
Alba Spectrum Corporation
Alba360 WMSBar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping.
Appolis
WithoutWireTM WarehouseAppolis WithoutWireTM Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
Professional Advantage
1Staff for Microsoft Dynamics 1Staff provides an end-to-end solution for staffing organizations from resume parsing to generating financial state-ments. One solution your sales, recruiters and financial staff can all use.
Red Chair Solutions
RCS Project Accounting with Xpede.NET RCS Solutions provide tools to maximize cost and Revenue. Project Costing/Accounting management- incl. Multi-currency. Remote Time & Expense entry. Services: custom integrations, .Net development. Mobility Solutions.
Unanet Technologies
Unanet Project PortfolioResource planning, time/expense tracking & project accounting for GP/SL.
Property Management
Blue Moon Industries
Invoice Cloud for Dynamics GPProvides online invoice processing branded for each billing entity.
DFC Consultants, Ltd
DFC HousingProperty Mgmt for GP; work orders, certifications and rent calculations.
Publishing
Eclipse Computing, Inc www.us.eclipsecomputing.com/
Royalty and Rights Management System for Dynamics GPFor managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.
Rentals
Liberty Grove Software, Inc.
EQM Rental ManagementA fully integrated solution supporting rentals, service and bulk items.
Open Door Technology
Rental ManagementInstantly check rental equipment avail-ability, define flexible rental terms, rent or sell inventory/fixed assets, access to real-time rental & billing information, flag returning assets for maintenance and much more.
Restaurant
Restaurant365
Restaurant365SAAS Marketing, Catering, Operations (prime cost), Acctg, POS Integration.
Retail
Alba Spectrum Corporation
Multi-Dimensional Inventory Uses style-based configuration that supports indefinite number of user defined attributes per SKU. Integrates with & auto-generates groups of related items in SOP & POP Fully compatible with standard GP functionality..
Arbela Technologies
Arbela TechnologiesWith over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment.
Avalara, Inc.
AvaTax for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certificate management, filling and remittance solution for Microsoft Dynamics.
kCentric Technologies Inc
k-eCommerce ecommerce solutionB2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilin-gual, multi-currency SaaS, On Premise.
Kronos Incorporated
Workforce Central® SuiteSeamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Metafile Information Systems, Inc.
MetaViewer Paperless ERP for Microsoft DynamicsEnhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
nChannel
Multi-Channel Management PlatformConnect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.
Panatrack, Inc.
PanatrackerGP Mobile SalesAdding mobility to sales transaction processing for Dynamics GP.
Professional Advantage
RMS ConnectProReal time inventory level integration between Dynamics RMS and Dynamics GP. Allows automatic communication flow between retail stores, headquarters and the finance department.
Professional Advantage
Retail Analytics (RA) and Merchandise Planning (MP)Easily analyze Microsoft RMS sales, inventory levels, and purchasing with Retail Analytics. Add Merchandise Planning to provide sophisticated store replenishment and merchandising along with open-to-buy capabilities.
Social Services
BGE, Inc.
FundVisionPowerful fundraising, donor man-agement software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.
Software Manufacturers
Ariett Business Solutions, Inc.
Ariett ReqNet & Expense ManagementeProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.
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ASC Software
ASCTracAward winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
AXtension www.axtension.com/en/applications/
AXtension KittingMultiple items dynamically combined into one product.
Blue Moon Industries
Operations Core Help your backoffice work more ef-fectively with your warehouse.
Blue Moon Industries
Advanced FulfillmentPowered by Visual Warehouse - Automate ASN, Invoicing, & Order Desk.
FASCOR
FASCOR WMSTrusted solutions for Warehouse and Transportation Management with in-dustry leading integration to Dynamics GP. Fully integrated, the FASCOR WMS delivers Tier 1 functionality for all size companies.
Lanham Associates®
ACE Warehousing© New, low-cost, high function option, ACE One - Receiving, picking, printing, shipping, realtime inventory in NAV via handhelds. ACE Warehousing adds full pallet license plating and production output registration.
m-hance www.m-hance.com/sectors/
Inter-site TransfersIn a multi-site distribution company this can be critical to operational ef-fectiveness. Control and automate re-distribution of stock from a central warehouse to depots or adhoc move-ments from one site to another.
Panatrack, Inc.
PanatrackerGP for Inventory ManagementAdding bar code data capture to GP to capture inventory transactions at the point of activity.
WilloWare, Inc.
CompleteCountControlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV files.
Wholesale Trade: Durable Goods
Absolute Value
Absolute Value/Lanham Associates Best-fit formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.
Arbela Technologies
Industry-Tailored Dynamics AX SolutionsWith over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment.
AXtension www.axtension.com/en/applications/
AXtension KittingMultiple items dynamically combined into one product.
Blue Moon Industries
Chargeback ProcessingProvides deductions management capability for cash receipts processing.
Data Masons Software
Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Flintfox International Limited
TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
kCentric Technologies Inc
k-eCommerce ecommerce solutionB2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilin-gual, multi-currency SaaS, On Premise.
Lanham Associates®
AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replen-ishment solution with DRP, collabora-tion, promotions, drill down visibility & multiple rollup views.
Lanham Associates®
ACE Warehousing© New, low-cost, high function option, ACE One - Receiving, picking, printing, shipping, realtime inventory in NAV via handhelds. ACE Warehousing adds full pallet license plating and production output registration.
Lanham Associates®
Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 1700 companies live.
m-hance www.m-hance.com/sectors/
Extended Pricing & EnhancementsDistribution is typified by intense pricing competition. We simplify the process by off-line data management. You can import and export pricing data, allow for customer specific pricing and load new customer deals.
m-hance www.m-hance.com/sectors/
CatchweightsMany items require quantities to be tracked in more than one unit of measure. We provide catchweight functionality in sales, purchasing and inventory functions.
m-hance www.m-hance.com/sectors/
Returns ManagementEvery distribution business wishes to minimise the number of returns it has to handle.m-hance's Returns Management module speeds up the handling of re-turns and improves operational control.
nChannel
Multi-Channel Management PlatformConnect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.
RockySoft
Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Trinity USA
Trinity Wholesale Distribution BundleComplete wholesale solution enhancing SOP, POP, Logistics and Pricing.
Wholesale Trade: Non-durable Goods
Arbela Technologies
Industry-Tailored Dynamics AX SolutionsWith over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment.
AXtension www.axtension.com/en/applications/
AXtension KittingMultiple items dynamically combined into one product.
Lanham Associates®
Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 1700 companies live.
m-hance www.m-hance.com/sectors/
Extended Pricing & EnhancementsDistribution is typified by intense pricing competition. We simplify the process by off-line data management. You can import and export pricing data, allow for customer specific pricing and load new customer deals.
m-hance www.m-hance.com/sectors/
CatchweightsMany items require quantities to be tracked in more than one unit of measure. We provide catchweight functionality in sales, purchasing and inventory functions.
m-hance www.m-hance.com/sectors/
Returns ManagementEvery distribution business wishes to minimise the number of returns it has to handle.m-hance's Returns Management module speeds up the handling of re-turns and improves operational control.
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Analytics
deFacto Global, Inc.
deFacto Performance Management Optimize financial performance with the premier “all-in-one” Dynamics product for budgeting, forecasting, consolidation, analysis and reporting.
Encore Business Solutions www.encorebusiness.com
Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.
Encore Business Solutions www.encorebusiness.com
Advanced SmartListEnhanced analysis of SmartList data. Ad-hoc reoprts & queries on the fly.
Kronos Incorporated
Workforce Central® SuiteSeamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Total Dynamics Solutions, LLC
Enterprise Business ManagementProviding value-added analytical capa-bilities for Microsoft Dynamics.
Asset Maintenance/MRO/EAM
eRPortal Software Group LLC
eRPortal CMMS Software SuiteThe eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.
Automation
mc²
GP AgentSchedule maintenance - checklists, script statements, reconcile & more.
Banking
Strategic Solutions NW
BizAXBizAX adds functionality to AX Financials. Lockbox, Positive Pay, & Bank Account Reconciliation. Simplifies accounting processes with easy set-up; multiple transfer, encryption & file types; and automatic processing.
Budgeting
deFacto Global, Inc.
www.deFactoGlobal.com
deFacto Performance Management Optimize financial performance with the premier “all-in-one” Dynamics product for budgeting, forecasting, consolidation, analysis and reporting.
Dynamic Budgets
Dynamic BudgetsWe transition customers from Excel budgeting, give end users direct ac-cess to accounting details, reduce our customers reporting processes by days, with a product that installs in less than 2 hours. Call to see how!
T3 Information Systems
Full Circle BudgetSimple and flexible Excel-based bud-geting allowing users to quickly input budget amounts and process them directly into GP or SL. Deploy in only a few hours and save time budgeting.
Total Dynamics Solutions, LLC
Enterprise Business ManagementWeb based, interactive, & integrated planning/budgeting for MS Dynamics.
Business Intelligence
Accountable Software
Dynamics ReportingLIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.
Accountable Software
Dynamics SL InquiryReporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes out-of-box reports, filters, sorting, grouping. summaries, drill down to source screens, & more.
Client Strategy Group
Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
deFacto Global, Inc.
www.deFactoGlobal.com
deFacto Performance Management Optimize financial performance with the premier “all-in-one” Dynamics product for budgeting, forecasting, consolidation, analysis and reporting.
PrecisionPoint Software
PrecisionPoint - Business Intelligence Subscription based reporting and analytics solution for Dynamics AX and NAV. A monitored and managed service with guaranteed deliverables.
S o l v e rSolver
Solver - BI360Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
TARGIT
TARGIT BI SuiteMake better decisions faster, improve operations, decrease costs and increase income using TARGIT BI Suite - TARGIT’s Business Intelligence software solution.
Total Dynamics Solutions, LLC
Enterprise Business ManagementProviding value-added analytical capa-bilities for Microsoft Dynamics.
Business Process Management
5280 Solutions
Dynamic Payables - SharePoint Invoice AutomationDynamic Payables, a SharePoint-based AP automation solution includes OCR, workflow, reporting & direct integration with Microsoft Dynamics.
Accountable Software
Dynamics SL InquiryReporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes out-of-box reports, filters, sorting, grouping. summaries, drill down to source screens, & more.
Altec
doc-link Integrated Document Management Capture, workflow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.
Ariett Business Solutions, Inc.
Ariett Requisition, Travel & ExpenseTravel, Requisition, PO Approval Workflows, Expense Reporting, Document Manager, Credit Cards, Mobile Apps, in the Cloud on Microsoft Azure.
Cincom Systems, Inc
Cincom ERPMaster the complexity and simplify your complex business processes to realize 30:1 or more ROI and double-digit gain in profits.
Enliven Software
Fidesic AR and AP PlatformPaperless Receivables and Payables to cut admin overhead and GO GREEN!
Metafile Information Systems, Inc.
MetaViewer Paperless ERP for Microsoft DynamicsEnhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
Check Printing
Liaison Software Corp
Liaison Messenger DDBatch E-mail 128-bit encrypted Direct Deposit Statements to Employees.
Mekorma
Mekorma MICR Check Printing The most widely-used MICR check print-ing software for Dynamics GP - with Secure Approval Workflow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks.
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www.checkfactory.com
Trans-Micro, Inc.
Check Factory Visual Series v5 for Dynamics GP and SLCheck Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.
Commissions
EthoTech, Inc.
Commission PlanStop fighting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire commission process right inside of Dynamics GP.
Flaum Technologies Inc. www.CommissionCalc.com
CommissionCalcThe practical way to automate "impos-sible" commission plans.
Northlake Partners
BluWare - Brokerage & CommissionsAutomate the calculation of Brokerage & Commissions (including splits) from sales orders. Create programs by date range, item attributes, & customers and assign prices by units sold, weight sold, or % of product $'s.
Compliance
Altec
doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.
Arbela Technologies
Arbela Security ManagerArbela’s Security Manager radically simplifies managing security, and en-ables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it.
Equisys, Inc.
Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your financial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.
Fastpath Solutions, Inc
Fastpath AssureSarbanes-Oxley segregation of duties solution with built-in audit intelligence from certified Auditors. Get the data your Auditors want - Fast!
Cost Accounting
Corporate Renaissance Group www.crgroup.com/crg_solutions.php
Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fixed amounts, cost drivers/measures, or account balance. Integrates with Dynamics GP, other ERP solutions or as a stand-alone system.
m-hance www.m-hance.com/sectors/distribution/
Vendor Price ManagementA vital link in the distribution supply chain is accurate tracking of vendor pricing. Support decisions in the buy-ing process, reduce admin costs and improve accuracy of cost of sales.
Credit Card/Check Processing
Azox, Inc.
Credit Card Extension PCI PA-DSS compliant credit card processing with ACH, eCheck, batch processing and ability to store credit card data off site with tokenization.
BGE, Inc.
Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification. Support JPM format, Integrate seamlessly with GP.
BluePay, Inc.
Credit Card ProcessingSingle Source Provider: GP Plug-in/payment gateway/merchant account for processing for credit cards & checks.
ChargeLogic
ChargeLogic The leading PCI validated credit card solution integrated with NAV.
Enliven Software
Fidesic AR and AP PlatformFull circle AR with support for Credit Cards and ACH; no activation fee!
Integrated Software, Inc.
Credit Card AuthorizationToken-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seemlessly integrated with Sales Order Processing and Cash Receipts.
Integrated Software, Inc.
Check ProcessingElectronic Check Processing integrated with SOP and Cash Receipts.
Lanham Associates®
Credit CardCC transactions inside NAV w/Authorize.Net. PCI validated. Easy to mod.
Nodus Technologies, Inc.
CRM ChargeSecure eCheck & Credit Card Processing for both CRM online and on prem.
Nodus Technologies, Inc.
ePay AdvantageOnline Billing & Payment Collection for GP, PA-DSS certified, view invoices, automated recurring payments, tokeni-zation, ecommerce integration.
Nodus Technologies, Inc.
Credit Card Advantage Leading integrated eCheck, ACH & Credit Card Processing for GP, PCI PA-DSS Certified, tokenization optional online bill pay & recurring payment.
Strategic Solutions NW
BizAXBizAX adds functionality to AX Financials. Lockbox, Positive Pay, & Bank Account Reconciliation. Simplifies accounting processes with easy set-up; multiple transfer, encryption & file types; and automatic processing.
Customer Relationship Management
Axonom
Powertrak for Microsoft Dynamics CRM Provides views and tools to manage complex extended relationships.
ClickDimensions
Email Marketing and Marketing Automation ClickDimensions provides Email Marketing, Web Tracking, Lead Scoring, Social Discovery, Campaign Tracking, Landing Pages, Web Forms and Surveys.
eBridge Software
eBridge for CRMWeb-based solution integrates your EDI, webstore or SCM data.
Experlogix, Inc.
Experlogix Configurator for Microsoft Dynamics CRM & ERP Experlogix Configurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Stanley Stuart Yoffee &
Hendrix, Inc. www.ssyh.com/products_ssyh_
National Accounts for Microsoft Dynamics SLEasily track & apply payments for customer parent/child relationships.
Stanley Stuart Yoffee &
Hendrix, Inc. www.ssyh.com/products_ssyh_arcollections.html
AR Collections Manager for Microsoft Dynamics SLAutomates time-consuming collection activities and improves cash flow.
Visionary Software Consulting, Inc.
CRM Rules! for Microsoft Dynamics CRM 2011Easily customize CRM forms by automati-cally generating JScript code.
Data Integration
Admiral Consulting Group www.admiral-west.com/solutions_
ActiveConnectIntegrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.
Alba Spectrum Corporation
Posting Server GPAutomated GP posting utility optimized for high transaction volume with support for audit trails, email error notification, Inter/cross-company transactions, batch selection rules & 3rd party application integration.
appStrategy
appCompass SuiteIntegration & Migration solution for Dynamics CRM, legacy, and cloud.
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eBridge Software
eBridge Integration SolutionWeb-based solution integrates your EDI, webstore, SCM, CRM systems.
Encore Business Solutions www.encorebusiness.com
Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.
Keelio Software
Dynamics GP SSIS ToolkitHighly flexible Dynamics GP integration tool built upon Microsoft SSIS.
nChannel
Multi-Channel Management PlatformConnect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.
Scribe Software
Scribe Insight Data migration & data integration for MS Dynamics and legacy systems.
Scribe Software
Scribe Online Data integration for MS Dynamics CRM 2011 online, hosted and on premise.
S o l v e rSolver
Solver - BI360Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
Distribution
Arbela Technologies
Arbela TechnologiesWith over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment.
ASC Software
ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Blue Horseshoe www.supplychaindynamicsax.com
Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specific func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profit margins and asset utilization.
Blue Moon Industries
Container ManagementEnter manifests, receive FOB, track goods in transit.
Blue Moon Industries
Advanced FulfillmentPowered by Visual Warehouse - Automate ASN, Invoicing, & Order Desk.
Blue Moon Industries
Freight MatrixProvides the capability to define your own freight charge schedules.
Blue Moon Industries
Chargeback ProcessingProvides deductions management capability for cash receipts processing.
Blue Moon Industries
SOP Auto InvoiceAdds automatic sales order transfer, invoice printing & posting to SOP.
Blue Moon Industries
NEW: Advanced BOMAbility to associate sale order/assembly & PO/assembly & disassembly.
KTL Solutions, Inc.
KTL SOP Advanced DistributionAllows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.
Lanham Associates®
ACE Warehousing© New, low-cost, high function option, ACE One - Receiving, picking, printing, shipping, realtime inventory in NAV via handhelds. ACE Warehousing adds full pallet license plating and production output registration.
Lanham Associates®
EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution in-cluding AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references. Quick startup available.
Lanham Associates®
Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 1700 companies live.
m-hance www.m-hance.com/sectors/distribution/
Trade CounterFor those companies who offer a self collection service or a cash sales counter in addition to delivered trade there is often a need to enter orders and take payment at their premises or warehouse.
m-hance www.m-hance.com/sectors/distribution/
Vehicle Load PlanningEffective use of a vehicle fleet demands the ability to organise deliveries quickly and easily based on known routes, product weights and vehicle capacities.
Nodus Technologies, Inc.
Retail AdvantageIntegrates RMS with GP, optional ecom-merce for multi-channel retailing.
Northlake Partners
BluWare - Logistics ManagementSchedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.
RockySoft
Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Trinity USA
Trinity - Solutions for DistributionA huge range of over 30 modules that cover every aspect of distribution including powerful SOP enhance-ments, many POP & Inventory features plus consolidated billing, inter-sites, catchweights, load planning and more.
V-Technologies, LLC
StarShip Shipping SoftwareIntegrated shipping for small parcel and LTL; supports UPS, FedEx, DHL, USPS (Endicia), OnTrac, Freightquote, YRC and more.
WilloWare, Inc.
Dynamics GP PowerPackOver 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!
Document Management
5280 Solutions
Dynamic Payables - SharePoint Invoice AutomationDynamic Payables, a SharePoint-based AP automation solution includes OCR, workflow, reporting & direct integration with Microsoft Dynamics.
Altec
doc-link Integrated Document Management Capture, workflow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.
AXtension www.axtension.com/en/applications/axtension-solutions/enterprise-content-
AXtension Enterprise Content ManagementThe power of SharePoint integrated into Microsoft Dynamics AX.
Bottomline Technologies www.bottomline.com/dynamics
Create!form® Complete Document & Payment Automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.
Computer Information Enterprises
ImageLinkImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
Datahaven for Dynamics
Datahaven for DynamicsDatahaven is the only scanning, OCR, and workflow solution natively embedded “not simply integrated” throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
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Equisys, Inc.
Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your financial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.
ImageTag, Inc.
KwikTag Document Capture & Workflow for DynamicsPowerful. Practical. Proven. More choose
KwikTag's document & case mgmt.
Liaison Software Corp
Liaison Messenger EDDBatch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to custom-ers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.
Metafile Information Systems, Inc.
MetaViewer Paperless ERP for Microsoft DynamicsEnhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
Minisoft
eFORMz eFORMz is a next generation electronic forms solution. Produce packing lists, shippings labels, barcodes, customs doc, checks, POs. Go paperless and email forms in PDF. Archiving, Fax and Document Workflow included.
PaperSavePro
PaperSavePro PaperSaveProTM is a Certified for Microsoft Dynamics document management and electronic workflow solution that eliminates inherent risks and inefficien-cies associated with paper.
Drop Ship Management
nChannel
Multi-Channel Management PlatformConnect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.
E-commerce
Avalara, Inc.
AvaTax for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certificate management, filling and remittance solution for Microsoft Dynamics.
Azox, Inc.
eSource B2B and B2CIntegrated B2B & B2C web stores with built-in CMS, SEO, and web parts.
Azox, Inc.
eSource Sales PortalOnline quote/order entry, view account history & print/pay invoices.
ChargeLogic
NEW: ChargeLogic ConnectLeading cloud-based service that con-nects your e-commerce site to NAV.
Computer Pundits Corporation
eCommerce21TM Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.
eBridge Software
eBridge for E-CommerceIntegration with all webstores incl. eBay, Amazon, AspDotNetStorefront+.
kCentric Technologies Inc
k-eCommerce ecommerce solutionB2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilin-gual, multi-currency SaaS, On Premise.
Nodus Technologies, Inc.
eStore Solution StackFully featured B2B/B2C, integrated E-Commerce with GP, zero-touch SOP.
EDI
AIM Computer Solutions, Inc.
AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.
Business Systems Integrators
EDIBSI provides superior EDI solutions for AX, both on-premise & SaaS.
Data Masons Software
Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
DiCentral
NEW: EDI Integration with Microsoft Dynamics DiCentral's DiIntegrator is an advanced, hosted solution, to instantly become EDI compliant with your trading partner community, and to seamlessly integrate data with Microsoft Dynamics GP, AX, NAV, and SL.
eBridge Software
eBridge for EDIWeb-based EDI solution eliminates transaction fees - low monthly fees.
HighJump TrueCommerce EDI
Solutions www.highjump.com/truecommerce
HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and afford-able.TrueCommerce EDI is a Microsoft Gold Certified Partner and certified for Microsoft Dynamics GP.
Isis, Inc. www.isissoftware.com/enha/isis_sl_
Positive PayPerform Positive Pay from Accounts Payable and Payroll to your issuing bank.
Isis, Inc. www.isissoftware.com/enha/isis_sl_
401K Data InterchangeTransmit your 401K collection data from Payroll electronically to your investment bank.
Lanham Associates®
ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 dispa-rate ones. 88,000+ users worldwide. Unprecidented visibility.
Lanham Associates®
EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution in-cluding AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references. Quick startup available.
RedTail Solutions
RedTail EDICloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO.
Electronic Document Delivery (Email)/Faxing
Accounting System Integrators
eMail for SolomonEasily eMail documents from AR,OM,Flexible Billing,PO,SS. Flexible.
Altec
doc-link Integrated Document Management Capture, workflow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.
Bottomline Technologies
Create!form® Complete Document & Payment Automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.
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Datahaven for Dynamics
Datahaven for DynamicsDatahaven is the only scanning, OCR, and workflow solution natively embedded “not simply integrated” throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Equisys, Inc.
Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your financial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.
Liaison Software Corp
Liaison Messenger EDDBatch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to custom-ers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.
m-hance
Active Documents for Sales and PurchasingEmail singular or bulk remittances, statements, SOP & POP docs directly from Dynamics GP. Also enables RE-PRINTING of remittances.
Minisoft
eFORMz eFORMz is a next generation electronic forms solution. Produce packing lists, shippings labels, barcodes, customs doc, checks, POs. Go paperless and email forms in PDF. Archiving, Fax and Document Workflow included.
Electronic Signatures
AssureSign LLC
AssureSign Electronic Signature SoftwareIntegrated cloud or on-premise enterprise class Electronic Signatures.
Expense Solutions
Alba Spectrum Corporation
Credit Card Expense ManagerImports credit card activity data & generates GL entries, Bank entries & AP vouchers. E-mail options and Employee Web Portal for expense categories assignment.
Ariett Business Solutions, Inc.
Ariett Requisition, Travel & ExpenseTravel, Requisition, PO Approval Workflows, Expense Reporting, Document Manager, Credit Cards, Mobile Apps, in the Cloud on Microsoft Azure.
DynamicPoint
SharePoint Expense Reimbursement Solution Exclusively for Microsoft DynamicsOne Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline employee expense reimbursement with Dynamics.
Joesoftware Inc.
SpencerEasy, configurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card inte-gration, workflow, multi-currency, VAT support, electronic receipts and more.
Paramount Technologies
www.paramounttechnologies.com
WorkPlace Expense Integrates web submission of expense reports, automatic routing, fraud de-tection, and electronic approvals of individual line-item expenses.
Red Chair Solutions
RCS Project Accounting with Xpede.NET RCS Solutions provide tools to maximize cost and Revenue. Project Costing/Accounting management- incl. Multi-currency. Remote Time & Expense entry. Services: custom integrations, .Net development. Mobility Solutions.
Field Service Management
Open Door Technology
TaskMaster Mobility SolutionIncrease productivity and generate rapid ROI with workflow driven processes for any industry or field application. Enable real-time information exchange between your field workforce and ERP
system via mobile devices.
Fixed Assets
Computer Productivity Services Inc.
cps.financial.officelive.com/
CPS - Wireless Fixed Asset Physical Count and CreateCount or create fixed assets with a wireless scanner. $3500.
Panatrack, Inc.
PanatrackerGP for Fixed AssetsBar Code data capture extending GP Fixed Asset module to manage assets.
General Ledger
Admiral Consulting Group www.admiral-west.com/advancedallocations/
Advanced Allocations for Dynamics GPYou can easily allocate entire depart-ments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.
Alba Spectrum Corporation
Advanced Customer Merge Provides a workflow-oriented solution to merging customers in large data-bases. A “provisional” merge is used for review and approval. The final merge physically transfers transactions to the primary customer.
Alba Spectrum Corporation
Alba Financial UtilitiesCross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).
Corporate Renaissance Group www.crgroup.com/crg_solutions.php
AA Tools for Analytical AccountingAA Tools has 4 modules (AA Backfiller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfill AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.
Infinia Business Technology
Infinia Integrator GLAllow users to copy and paste journal entries from Excel to Dynamics GP.
HR Management
Corporate Renaissance Group www.crgroup.com/crg_solutions.php
emPerformemPerform is an easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.
HR Services Inc.
myStaffingPro Applicant Tracking SystemRecruiting software to qualify applicants. track jobs, and select hires.
ImageTag, Inc.
KwikTag Document Capture & Workflow for DynamicsPowerful. Practical. Proven. More choose KwikTag's document & case mgmt.
Integrity Data www.integrity-data.com
HR & Payroll Enhancements for Dynamics GPProven solutions for US HR & Payroll including leave management, budgeting and managing FTE’s, and more!
JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm
JAT Payroll Interface (JPI)JPI is a bi-directional integration linking GP HRM and ADP payroll.
Kronos Incorporated
Workforce Central® SuiteSeamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Professional Advantage
1Staff for Microsoft Dynamics 1Staff provides an end-to-end solution for staffing organizations from resume parsing to generating financial state-ments. One solution your sales, recruiters and financial staff can all use.
Inter-company Processing
Corporate Renaissance Group
Company CombinerWith Company Combiner, multiple companies with the same chart of ac-counts can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company.
mc²
Advanced Intercompany TransactionsInter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.
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Nolan Business Solutions www.nolanbusinesssolutions.com
InterCompany PostingsAutomatically post all types of transac-tions between companies.
Inventory Enhancement
AIM Computer Solutions, Inc.
RapidTrakWeb based wireless material tracking; user-defined commands; alerts.
Blue Moon Industries
Quality CountProvides the most robust and complete physical inventory functionality.
Blue Moon Industries
NEW: Advanced BOMAbility to associate sale order/assembly & PO/assembly & disassembly.
Computer Productivity Services Inc.
www.cps.financial.officelive.com/Inventory.aspx
CPS - Wireless Inventory Physical CountState of the Art count and adjust inven-tory by class/site. $3500.
Computer Productivity Services Inc.
www.cps.financial.officelive.com/
CPS - Wireless Receiving, Adjustments and Transfers State of the Art Wireless Receiving, Adjustments and Transfers. $3500.
Computer Productivity Services Inc.
www.cps.financial.officelive.com/BarCode.aspx
CPS - UPC Code GeneratorAutomatically Create UPC codes for inventory items. $1000.
m-hance www.m-hance.com/sectors/distribution/
Advanced Inventory ReplenishmentOne of the critical measures of success for any distribution company is the ability to effectively balance inventory investment and customer service levels. Reduce stock, improve customer service and reduce admin.
Northlake Partners
BluWare - Item ManagementConfigure unlimited item attributes to extend BI and automate promotions, commissions, & freight charges. Manage Catch Weight items & display separate UOM's for an item's unit, weight, & price UOM in sales order.
Panatrack, Inc.
PanatrackerGP Mobile SalesAdding mobility to sales transaction processing for Dynamics GP.
Panatrack, Inc.
PanatrackerGP for Inventory ManagementAdding bar code data capture to GP to capture inventory transactions at the point of activity.
WilloWare, Inc.
Lot ExtensionsAdds an unlimited number of user-defined Lot Attributes.
WilloWare, Inc.
CompleteCountControlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV files.
Inventory Management
Absolute Value
Absolute Value/Lanham Associates Best-fit formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.
Alba Spectrum Corporation
Multi-Dimensional Inventory Uses style-based configuration that supports indefinite number of user defined attributes per SKU. Integrates with & auto-generates groups of related items in SOP & POP Fully compatible with standard GP functionality.
ASC Software
ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
FASCOR
FASCOR WMSTrusted solutions for Warehouse and Transportation Management with in-dustry leading integration to Dynamics GP. Fully integrated, the FASCOR WMS delivers Tier 1 functionality for all size companies.
Lanham Associates®
AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replen-ishment solution with DRP, collabora-tion, promotions, drill down visibility & multiple rollup views.
Lanham Associates®
AFP (Advanced Forecasting and Procurement) for Manufacturing
Enables just-in-time production pur-chasing via comparing component time-phased demand to dynamic vendor lead-time. Inventory items as components or supply them as products for customers. Gain visibility & control.
m-hance www.m-hance.com/sectors/
Unit of Measure ManagementUsers need to look at sales performance in one consolidating unit, perhaps ton-nage, litres or cases; regardless of how products come packaged; by the pallet, case, carton or individually.
m-hance www.m-hance.com/sectors/distribution/
Inter-site TransfersIn a multi-site distribution company this can be critical to operational ef-fectiveness. Control and automate re-distribution of stock from a central warehouse to depots or adhoc move-ments from one site to another.
m-hance www.m-hance.com/sectors/distribution/
Advanced Inventory ReplenishmentOne of the critical measures of success for any distribution company is the ability to effectively balance inventory investment and customer service levels. Reduce stock, improve customer service and reduce admin.
Panatrack, Inc.
PanatrackerGP for Inventory ManagementAdding bar code data capture to GP to capture inventory transactions at the point of activity.
RockySoft
Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Invoicing Enhancement
Ariett Business Solutions, Inc.
Ariett Travel, Expense & AP Invoice AutomationPre-travel Approval, Automated Expense Reporting with Credit Card Integration and AP Invoice Automation. With Document management and mobile apps.
Azox, Inc.
Online Bill Pay BundlePay invoices by ACH or credit card securely from your website/web store.
Bottomline Technologies www.bottomline.com/transformap_ax
Transform® AP for Dynamics AXIntegrated AP invoice capture, con-figurable workflow and storage. Link invoice data directly to AX for auto-mated matching of PO-based invoices plus exception processing with online review and approval.
Encore Business Solutions www.encorebusiness.com
Recurring Contract BillingAutomate cyclical billing processes & improve cust. & contract mgmt. Auto- generate scheduled invoices reducing billing & invoicing time.
Equisys, Inc.
Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your financial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.
ImageTag, Inc.
KwikTag Document Capture & Workflow for DynamicsPowerful. Practical. Proven. More choose KwikTag's document & case mgmt.
Isis, Inc. www.isissoftware.com/enha/isis_sl_
AR CollectionsAutomate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.
Nodus Technologies, Inc.
ePay AdvantageOnline Billing & Payment Collection for GP, PA-DSS certified, view invoices, automated recurring payments, tokeni-zation, ecommerce integration.
Paramount Technologies
www.paramounttechnologies.com
WorkPlace Invoice Automation Integrated Invoice Automation Solution for your electronic approvals, check request & invoice matching needs.
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Job Costing
JOVACO Solutions Inc.
JOVACO Project SuiteProject accounting for professional ser-vice firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Red Chair Solutions
RCS Project Accounting with Xpede.NET RCS Solutions provide tools to maximize cost and Revenue. Project Costing/Accounting management- incl. Multi-currency. Remote Time & Expense entry. Services: custom integrations,
.Net development. Mobility Solutions.
Sierra Workforce Solutions
Sierra Workforce SolutionsTime & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Labeling
Computer Productivity Services Inc.
www.cps.financial.officelive.com/
CPS - Bar Code Label Application for POP, SOP, Inventory and Fixed AssetsGenerate Labels for an entire transac-tion with a single click. $1500.
Lanham Associates®
E-Ship Shipping from sales order through manifest. Package carriers available.
WilloWare, Inc.
LabelLinkPrint to barcode label printers from inside GP. Unlimited label formats.
Manufacturing Enhancement
Arbela Technologies
Industry-Tailored Dynamics AX SolutionsWith over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment.
Cincom Systems, Inc
Cincom ERPMaster the complexity and simplify your complex business processes to realize 30:1 or more ROI and double-digit gain in profits.
Cincom Systems, Inc
Cincom AcquireTM Close deals 80% faster! Simplify your sales effort; configure, price, quote in real-time with customers. See us at CRMUG booth #317!
Horizons International
Quality Essentials SuiteQuality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
WilloWare, Inc.
Commodity SurchargeTracks the spot price of commodities, adds surcharge during invoicing to cover difference in the spot price between quote date and invoice date.
WilloWare, Inc.
LeanMFGComplete manufacturing suite for smaller GP manufacturers, or those whose processes include Disassembly, Batch, or Multi-product production.
WilloWare, Inc.
Manufacturing PowerPackA suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.
Marketing Automation
Marketing Power For Dynamics CRM
CoreMotives, LLC
CoreMotives Marketing SuiteMarketing power for 800+ Microsoft Dynamics CRM organizations: Email marketing - Lead scoring - Web track-ing - Event management - Web capture forms - Surveys.
SalesFUSION, Inc.
SalesFUSION360SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.
Migrations
appStrategy
appCompass SuiteIntegration & Migration solution for Dynamics CRM, legacy, and cloud.
Mobility
Axonom
Powertrak for Tablets Mobile CRM, Time & Billing, Quote & Product Configurator, and Surveys.
Trinity USA
Trinity Mobile SalesCreate GP quotes and orders from lap-tops and smartphones with or without an internet connection.
NAV and CRM Integration
SalesFUSION, Inc.
SalesFUSION360SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.
Online/Electronic Business Services
Blue Moon Industries
Invoice Cloud for Dynamics GPProvides online invoice processing branded for each billing entity.
Payables Enhancement
5280 Solutions
Dynamic Payables - SharePoint Invoice AutomationDynamic Payables, a SharePoint-based AP automation solution includes OCR, workflow, reporting & direct integration with Microsoft Dynamics.
Altec
doc-link Integrated Document Management Capture, workflow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.
Ariett Business Solutions, Inc.
Ariett Travel, Expense & AP Invoice AutomationPre-travel Approval, Automated Expense Reporting with Credit Card Integration and AP Invoice Automation. With Document management and mobile apps.
AXtension www.axtension.com/en/applications/axtension-solutions/invoice-processing
AXtension Invoice ProcessingOptimized accounts payable invoice processing.
BGE, Inc.
Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification. Support JPM format, Integrate seamlessly with GP.
Bottomline Technologies www.bottomline.com/transformap_ax
Transform® AP for Dynamics AXIntegrated AP invoice capture, con-figurable workflow and storage. Link invoice data directly to AX for auto-mated matching of PO-based invoices plus exception processing with online review and approval.
Infinia Business Technology
Infinia Integrator APAllow users to copy & paste Payables transactions from Excel to Dynamics.
Isis, Inc. www.isissoftware.com/enha/isis_sl_
Positive PayPerform Positive Pay from Accounts Payable and Payroll to your issuing bank.
Isis, Inc. www.isissoftware.com/enha/isis_sl_
AP-AR RefundsSave time by generating refunds be-tween Accounts Payable and Accounts Receivable or bring balances to zero.
KTL Solutions, Inc.
KTL FastAPBrings distribution window and pay-ment terms directly to the 1st screen.
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Liaison Software Corp
Liaison Messenger EFTAutomate the batch e-mail and faxing of EFT Notifications to Vendors.
Mekorma
Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP - with Secure Approval Workflow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks.
m-hance
Invoice Approvals and AccrualsBrowser based invoice approval and requisitioning functionality fully inte-grated with Dynamics GP. Automates invoice accrual process.
Reporting-Central
The Validator1099Automated vendor TIN validation for accurate 1099 processing.
www.checkfactory.com
Trans-Micro, Inc.
Check Factory Visual Series v5 for Dynamics GP and SLCheck Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.
Payroll Enhancement
Aatrix Software, Inc. www.aatrix.com/dynamics
Aatrix State and Federal Payroll ReportsComplete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.
BGE, Inc.
Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification. Support JPM format, Integrate seamlessly with GP.
Greenshades Software www.Greenshades.com
Greenshades Payroll Tax ServiceOur Tax Service is the easiet way to file and pay your payroll taxes.
Greenshades Software www.Greenshades.com
Greenshades CenterCreates Federal State and Local W-2s 940/941s 1099s SUTA returns & more.
Infinia Business Technology
Infinia Integrator PRAllow users to copy & paste Payroll transactions from Excel to Dynamics.
Integrity Data www.integrity-data.com
Payroll Enhancements for Dynamics GPProven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2’s, managing complex payroll posting requirements, configuring overtime rules and more!
Isis, Inc. www.isissoftware.com/enha/isis_sl_
Positive PayPerform Positive Pay from Accounts Payable and Payroll to your issuing bank.
Isis, Inc. www.isissoftware.com/enha/isis_sl_
401K Data InterchangeTransmit your 401K collection data from Payroll electronically to your investment bank.
JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm
JAT Payroll Interface (JPI)JPI is a bi-directional integration linking GP HRM and ADP payroll.
Joesoftware Inc.
Payroll ToolboxOver 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.
KTL Solutions, Inc.
Pay Stubs Online 1.0A web-based app that provides em-ployees online access to their pay stubs. Employees can be notified through email when their pay stub is available online. Configuration tool allows control to information.
KTL Solutions, Inc.
NEW: KTL PR SecurityAllows you to restrict access to payroll information by employee. The security is applied to cards, reports, inquiry, and smart lists.
Liaison Software Corp
Liaison Messenger DDBatch E-mail 128-bit encrypted Direct Deposit Statements to Employees.
Sierra Workforce Solutions
Sierra Workforce SolutionsTime & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Portals
Axonom
Powertrak Portals Providing customers, partners or members vital information via portals.
DynamicPoint
Employee, Vendor & Customer Portals Integrated with Microsoft DynamicsExtend crucial Microsoft Dynamics data with custom SharePoint Portals.
Experlogix, Inc.
Experlogix Configurator for Microsoft Dynamics CRM & ERP Experlogix Configurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Northlake Partners
BluWare - Customer & Vendor PortalReal-time web access to customers & employees for BI, order inquiry, & sales order entry. Our 'Data Access' controls record level security.
Procurement Management
Absolute Value
Absolute Value/Lanham Associates Best-fit formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.
Ariett Business Solutions, Inc.
Ariett ReqNet & Expense ManagementeProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.
DynamicPoint
SharePoint Procurement Management Solution Exclusively for Microsoft DynamicsOne Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to effectively integrate and streamline the procurement process with Dynamics GP and NAV.
Lanham Associates®
AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replen-ishment solution with DRP, collabora-tion, promotions, drill down visibility & multiple rollup views.
Liaison Software Corp
Liaison Messenger EFTAutomate the batch e-mail and faxing of EFT Notifications to Vendors.
Northlake Partners
BluWare - Commodity ProcurementManage harvest, hauling, & purchasing of crops, grain, & fish. Specify prices by commodity & automate deductions & taxes. Manage unlimited Farmers & Fields and complete 'Delivery Tickets' to become Payables in GP.
Paramount Technologies
www.paramounttechnologies.com
WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Product Lifecycle Management
QBD Systems
Universal PLM IntegrationIntegration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Project Accounting
Ariett Business Solutions, Inc.
Ariett ReqNet & Expense ManagementeProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.
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Cincom Systems, Inc
Cincom ERPMaster the complexity and simplify your complex business processes to realize 30:1 or more ROI and double-digit gain in profits.
Encore Business Solutions www.encorebusiness.com
Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.
JOVACO Solutions Inc.
JOVACO Project SuiteProject accounting for professional ser-vice firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Paramount Technologies
www.paramounttechnologies.com
WorkPlace Project Series Combines the WorkPlace Time, Expense and Project solutions with seamless out-of-the-box integration with leading ERP systems.
Red Chair Solutions
RCS Project Accounting with Xpede.NET RCS Solutions provide tools to maximize cost and Revenue. Project Costing/Accounting management- incl. Multi-currency. Remote Time & Expense entry. Services: custom integrations,
.Net development. Mobility Solutions.
�Purchase Order Processing Enhancement
Altec
doc-link Integrated Document Management Capture, workflow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.
Arbela Technologies
Arbela TechnologiesWith over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment.
Ariett Business Solutions, Inc.
Ariett ReqNet & Expense ManagementeProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.
Blue Moon Industries
Container ManagementEnter manifests, receive FOB, track goods in transit.
DynamicPoint
SharePoint Requisition Management Solution Exclusively for Microsoft DynamicsOne Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline purchase requisition processing with Dynamics.
Equisys, Inc.
Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your financial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.
EthoTech, Inc.
Next Numeric CollectionAuto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs.
ICAN Software Corporation
Vendor Price MatrixVendor specific unit costing for pur-chase orders.
KTL Solutions, Inc.
KTL SOP Advanced DistributionAllows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.
Nolan Business Solutions www.nolanbusinesssolutions.com
eRequestFunctional internet based requisitioning system designed to work the way you do.
Nolan Business Solutions www.nolanbusinesssolutions.com
InterCompany POP to SOPAutomatically link Sales Orders and Purchase Orders between databases.
Paramount Technologies
www.paramounttechnologies.com
WorkPlace Requisition and Purchasing Integrated Requisitioning & Procurement solutions with built-in PunchOut capabili-ties and automatic email notifications.
Unified Business Solutions, LLC www.dynamicsgenie.com/pogenie.aspx
PO GenieAutomatically create POs based on in-ventory levels and Backorders, by Item, Class, Site, & Vendor utilizing standard Item Resource Planning.
Quality Control
Horizons International
Quality Essentials SuiteQuality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Receivables Enhancement
Blue Moon Industries
Invoice Cloud for Dynamics GPProvides online invoice processing branded for each billing entity.
Encore Business Solutions www.encorebusiness.com
Recurring Contract BillingAutomate cyclical billing processes & improve cust. & contract mgmt. Auto- generate scheduled invoices reducing billing & invoicing time.
Equisys, Inc.
Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your financial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.
ICAN Software Corporation
Mass Apply ReceivablesMass apply range of customers & dates with specific apply or auto apply.
ICAN Software Corporation
Print Cash ReceiptsPrint cash receipts and historical cash receipts.
Infinia Business Technology
Infinia Integrator ARAllow users to copy and paste AR transactions from Excel to Dynamics GP.
Isis, Inc. www.isissoftware.com/enha/isis_sl_
AP-AR RefundsSave time by generating refunds be-tween Accounts Payable and Accounts Receivable or bring balances to zero.
Isis, Inc. www.isissoftware.com/enha/isis_sl_
AR CollectionsAutomate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.
Nodus Technologies, Inc.
ePay AdvantageOnline Billing & Payment Collection for GP, PA-DSS certified, view invoices, automated recurring payments, tokeni-zation, ecommerce integration.
Stanley Stuart Yoffee &
Hendrix, Inc. www.ssyh.com/products_ssyh_
AR Collections Manager for Microsoft Dynamics SLAutomates time-consuming collection activities and improves cash flow.
Stanley Stuart Yoffee &
Hendrix, Inc. www.ssyh.com/products_ssyh_national.html
National Accounts for Microsoft Dynamics SLEasily track & apply payments for customer parent/child relationships.
Reconciliation
Isis, Inc. www.isissoftware.com/enha/isis_sl_
Cash Basis AccountingReport Financial GL data on both the Accrual Basis and Cash Basis.
m-hance
Reconciler for InventoryAutomatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP.
m-hance
The Reconciler for AR and APThe automated reconciliation tool for highlighting the cause of imbalances between the AR or AP modules & the GL Control Accounts.
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Experlogix, Inc.
Experlogix Configurator for Microsoft Dynamics CRM & ERP Experlogix Configurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
KTL Solutions, Inc.
KTL SOP Advanced DistributionAllows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.
Liaison Software Corp
Liaison Messenger EDDBatch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to custom-ers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.
nChannel
Multi-Channel Management PlatformConnect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.
Nodus Technologies, Inc.
eSOP AdvantageWeb-based SOP from anywhere anytime with customizable workflow for GP.
Nolan Business Solutions www.nolanbusinesssolutions.com
InterCompany POP to SOPAutomatically link Sales Orders and Purchase Orders between databases.
Northlake Partners
BluWare - Sales OrderComplete web Sales Order w/workflow, automated email & status change, configurable UI's, catch-weight, multi item UOM, & added Price List features. Integrated w/BluWare logistics, freight, promotions, & commissions.
Panatrack, Inc.
PanatrackerGP Mobile SalesAdding mobility to sales transaction processing for Dynamics GP.
Accounting System Integrators
Order Entry / InvoicingFlexible Order/Invoicing with eMail. OM alternative. No Process Manager.
Altec
doc-link Integrated Document Management Capture, workflow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.
Blue Moon Industries
Freight MatrixProvides the capability to define your own freight charge schedules.
Blue Moon Industries
NEW: Advanced BOMAbility to associate sale order/assembly & PO/assembly & disassembly.
Blue Moon Industries
SOP Auto InvoiceAdds automatic sales order transfer, invoice printing & posting to SOP.
Blue Moon Industries
Invoice Cloud for Dynamics GPProvides online invoice processing branded for each billing entity.
Blue Moon Industries
Sales ConfiguratorProvides a complete 'assemble to order' sales system.
Cincom Systems, Inc
Cincom AcquireTM Close deals 80% faster! Simplify your sales effort; configure, price, quote in real-time with customers. See us at CRMUG booth #317!
Encore Business Solutions www.encorebusiness.com
Recurring Contract BillingAutomate cyclical billing processes & improve cust. & contract mgmt. Auto- generate scheduled invoices reducing billing & invoicing time.
Equisys, Inc.
Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your financial documents.Please visit our website to learn how Zetadocs can streamline
your paper processes.
EthoTech, Inc.
Next Numeric CollectionAuto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs.
KTL Solutions, Inc.
Crystal ConverterConverts Crystal Reports to SQL report-ing services RDL.
PrecisionPoint Software
PrecisionPoint - Business Intelligence Subscription based reporting and analytics solution for Dynamics AX and NAV. A monitored and managed service with guaranteed deliverables.
S o l v e rSolver
Solver - BI360Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
Total Dynamics Solutions, LLC
Enterprise Business ManagementProviding value-added analytical capa-bilities for Microsoft Dynamics.
Royalty
Eclipse Computing, Inc www.us.eclipsecomputing.com/
Royalty and Rights Management System for Dynamics GPFor managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.
Northlake Partners
BluWare - Promotions & RebatesAutomate the calculation of promotions, rebates, & royalties from sales orders. Include as additional line items or GL accruals. Establish programs by date range, items, & customers and prices by unit, weight, or %.
United ERP, LLC
Royalty Accounting SoftwareAXIP monitors your Royalty Lifecycle from contracts, product dvlpmt ap-provals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, fore-casting & business intelligence.
Sales Order Processing Enhancement
Accountable Software
Dynamics Reporting - Forms PrinterPrint SOP, POP & other forms using SSRS & Crystal. Use 3rd party and custom data. Full GP Notes. Deliver forms by Email in PDF & other formats.
Nolan Business Solutions www.nolanbusinesssolutions.com
Advanced Bank ReconciliationAutomatically reconcile bank transactions with posted GL transactions.
Reporting-Central
The CloserImprove data integrity with General Ledger to Sub-Ledger reconciliations made simple & easy - reconcile AR, AP, Cash, Accrued Purch, Inventory, SOP, POP, COGS, Fixed Assets, MFG, Intercompany & Outside Data Sources.
Strategic Solutions NW
BizAXBizAX adds functionality to AX Financials. Lockbox, Positive Pay, & Bank Account Reconciliation. Simplifies accounting processes with easy set-up; multiple transfer, encryption & file types; and automatic processing.
Reporting
Accountable Software
Dynamics ReportingLIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.
Accountable Software
Dynamics SL InquiryReporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes out-of-box reports, filters, sorting, grouping. summaries, drill down to source screens, & more.
AIM Technologies
Cash Basis ReportingA fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.
Encore Business Solutions www.encorebusiness.com
Advanced SmartListEnhanced analysis of SmartList data. Ad-hoc reoprts & queries on the fly.
Isis, Inc. www.isissoftware.com/enha/isis_sl_
Cash Basis AccountingReport Financial GL data on both the Accrual Basis and Cash Basis.
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Security
Arbela Technologies
Arbela Security ManagerArbela’s Security Manager radically simplifies managing security, and en-ables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it.
Fastpath Solutions, Inc
Fastpath Config AD - Active Directory integration toolSimplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution offers Single Sign on functionality.
Fastpath Solutions, Inc
Fastpath Audit TrailAn agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.
KTL Solutions, Inc.
NEW: KTL PR SecurityAllows you to restrict access to payroll information by employee. The security is applied to cards, reports, inquiry, and smart lists.
Shipping/Manifesting
FASCOR
FASCOR TMSTMS is an integrated solution for small parcel and ltl shipping. Carrier Certified for UPS, FedEx, USPS (Endicia), LTL and other carriers. Feature rich and user configrable / multiple integration options.
Lanham Associates®
E-Ship Shipping from sales order through manifest. Package carriers available.
Northlake Partners www.TheNorthlakePartners.
BluWare - Logistics ManagementSchedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.
V-Technologies, LLC
ShipGear for UPS WorldShip and FedEx Ship ManagerAccess Dynamics GP sales transactions within UPS WorldShip and/or FedEx Ship Manager and automatically update freight charges and tracking info.
V-Technologies, LLC
StarShip Shipping SoftwareIntegrated shipping for small parcel and LTL; supports UPS, FedEx, DHL, USPS (Endicia), OnTrac, Freightquote, YRC and more.
Supply Chain Management
Absolute Value
Absolute Value/Lanham Associates Best-fit formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.
AIM Computer Solutions, Inc.
AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.
Arbela Technologies
Arbela TechnologiesWith over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment.
ASC Software
ASCTracAward winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
Blue Horseshoe www.supplychaindynamicsax.com
Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specific func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profit margins and asset utilization.
Data Masons Software
Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
FASCOR
FASCOR WMSTrusted solutions for Warehouse and Transportation Management with in-dustry leading integration to Dynamics GP. Fully integrated, the FASCOR WMS delivers Tier 1 functionality for all size companies.
Lanham Associates®
Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 1700 companies live.
Lanham Associates®
EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution in-cluding AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references. Quick startup available.
RockySoft
Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
System Enhancement
AIM Technologies
DataSpyProvides information on tables updated and modified during the processing of transactions to speed customization and report development. Works with third-party modules.
DynamicsDownloads
DynamicsDownloadsLooking for a Dynamics Add-On Solution? Search, Buy and Sell here!
Encore Business Solutions www.encorebusiness.com
Advanced SmartListEnhanced analysis of SmartList data. Ad-hoc reoprts & queries on the fly.
Isis, Inc. www.isissoftware.com/enha/isis_sl_
AP-AR RefundsSave time by generating refunds be-tween Accounts Payable and Accounts Receivable or bring balances to zero.
Isis, Inc. www.isissoftware.com/enha/isis_sl_
Cash Basis AccountingReport Financial GL data on both the Accrual Basis and Cash Basis.
Isis, Inc. www.isissoftware.com/enha/isis_sl_
Expanded Master InformationEasily add more user fields for Vendors, Customers, Employees, Inventory, & Projects.
Isis, Inc. www.isissoftware.com/enha/isis_sl_
AR CollectionsAutomate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.
Reporting-Central
The ValidatorGPMonitor over 100 system setups, master data files & technical settings.
WilloWare, Inc.
Dynamics GP PowerPackOver 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!
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Tax
Avalara, Inc.
AvaTax for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certificate management, filling and remittance solution for Microsoft Dynamics.
Greenshades Software www.Greenshades.com
Greenshades Payroll Tax ServiceOur Tax Service is the easiet way to file and pay your payroll taxes.
Kamp-Data, Inc.
DynamicZipManage & report nationwide sales and use taxes from within GP.
Kamp-Data, Inc.
KampData TaxEngineManage & report nationwide sales & use taxes from any application.
Time and Attendance
Business Computers
Software, Inc.
Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or finger print reader.
Joesoftware Inc.
Penny Web-based timesheets, employee/manager self-service for CAD payroll.
JOVACO Solutions Inc.
JOVACO Project SuiteProject accounting for professional ser-vice firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Kronos Incorporated
Workforce Central® SuiteSeamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Sierra Workforce Solutions
Sierra Workforce SolutionsTime & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Trade Promotion Management
Flintfox International Limited
TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
Total Dynamics Solutions, LLC
Enterprise Business ManagementWeb based, integrated trade manage-ment for Microsoft Dynamics.
Travel Expense Management
Ariett Business Solutions, Inc.
Ariett Requisition, Travel & ExpenseTravel, Requisition, PO Approval Workflows, Expense Reporting, Document Manager, Credit Cards, Mobile Apps, in the Cloud on Microsoft Azure.
Workflow
Alba Spectrum Corporation
NEW: Alba360 Advanced WorkflowEasy to use Workflow solution designed to automate Dynamics GP & create “smart” integrations with external systems. Non-technical users can specify simple workflows & developers can create more advanced solutions.
Altec
doc-link Integrated Document Management Capture, workflow, route & archive with doc-link, Integrated Document Management for Dynamics SL, AX, NAV & GP.
appStrategy
appCompass WorkflowUtilize Microsoft WF4 in Studio to automate processes.
Ariett Business Solutions, Inc.
Ariett Travel, Expense & AP Invoice AutomationPre-travel Approval, Automated Expense Reporting with Credit Card Integration and AP Invoice Automation. With Document management and mobile apps.
Datahaven for Dynamics www.datahaven4dynamics.com
Datahaven for DynamicsDatahaven is the only scanning, OCR, and workflow solution natively embedded “not simply integrated” throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
DynamicPoint
SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.
Enliven Software
Fidesic AR and AP PlatformPaperless Receivables and Payables to cut admin overhead and GO GREEN!
Integrity Data
U-LINC(TM), Powered By Integrity DataWorkflow virtually anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is flexible and easy to use, improving organizational performance.
Mekorma
Mekorma MICR Check Printing The most widely-used MICR check print-ing software for Dynamics GP - with Secure Approval Workflow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks.
Metafile Information Systems, Inc.
MetaViewer Paperless ERP for Microsoft DynamicsEnhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
Northlake Partners www.TheNorthlakePartners.com
BluWare - Sales WorkflowManage unique sales order workflows by transaction type and site.
PaperSavePro
PaperSavePro PaperSaveProTM is a Certified for Microsoft Dynamics document management and electronic workflow solution that eliminates inherent risks and inefficien-cies associated with paper.
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Application Service Provider/Hosting
Concept Computer Corporation
Managed Microsoft Dynamics HostingConcept is a certified hosting center offering end-to-end hosting & sup-port services designed for all areas of a Microsoft Dynamics environment.
a TDS company
OneNeck IT Services
Dynamics Hosting and Managed Services ProviderOneNeck® provides a comprehensive, flexible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system per-formance and leverage their Dynamics AX enterprise application.
Rose Business Solutions, Inc
RoseASPRoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great com-missions for the life of the contract. We guarantee 99.5% uptime.
WatServ
Hosting and Cloud Computing for Microsoft Dynamics ERP and CRMWatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM. We have the best partner programs with the highest returns. Call 866-531-2598.
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Business Portal Development
DynamicPoint
Dynamics Business Portal Enhanced with SharePoint CustomizationsExtend the out-of-box Dynamics Portal with SharePoint Customizations.
Cloud Computing
Data Resolution, LLC
ERP CloudsData Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.
GoIWx, Inc.
NEW: Cloud Hosting Services for ERP and CRMCloud Hosting Services built specifically for ERP and CRM.
TM
Myappsanywhere by NetStandard
Premier Cloud Computing ProviderMyappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.
a TDS company
OneNeck IT Services
Dynamics Hosting and Managed Services ProviderOneNeck® provides a comprehensive, flexible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system per-formance and leverage their Dynamics AX enterprise application.
Reviora
Cloud ERP hostingCloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.
Rose Business Solutions, Inc
MyGPcloudmyGPcloud is the first on-demand Microsoft Dynamics GP application. Free 30 day trial that can be set up in less than 5 minutes. Start a trial for your prospect or send them to our site and begin your trial today!
Scribe Software
Scribe Online Data integration for MS Dynamics CRM 2011 online, hosted and on premise.
WatServ
Hosting and Cloud Computing for Microsoft Dynamics ERP and CRMWatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM. We have the best partner programs with the highest returns. Call 866-531-2598.
Custom Development
Alba Spectrum Corporation
Alba Spectrum CorporationWe specialize in the design and de-velopment of Dexterity & .NET based Customization and Integration (includ-ing eCommerce & RMS) solutions for Dynamics GP covering an extensive range of applications and industries.
Blue Moon Industries
Custom Development ServicesFixed prices & over 11 years of experience in custom development work.
Isis, Inc.
Isis Custom DevelopmentIsis provides cost effective outsourced custom development (C#, VB.NET, ASP.NET, C++) to our partners and custom-ers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!
KTL Solutions, Inc.
Custom DevelopmentWe are a certified .Net and Dexterity development group with over 13 years experience. Provide us with your require-ments for a free estimate.
Liberty Grove Software, Inc.
Custom NAV DevelopmentExtend NAV, we will do the heavy lifting for your special projects.
Sierra Workforce Solutions
Sierra Workforce SolutionsTime & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Demand Generation
FishNet Marketing LLC
List Acquisition, Lead Generation & Telemarketing ServicesFull-service Inside Sales Provider for Dynamics, Platform & Cloud Partners. Lead qualification & nurture mktg; Partner Acct Mgmt; Partner Recruiting; Event Mgmt; Dedicated Rep Programs; Script dvlpmt; List & Lead Mgt.
Dexterity Development
Alba Spectrum Corporation
Alba Spectrum CorporationWe specialize in the design and de-velopment of Dexterity & .NET based Customization and Integration (includ-ing eCommerce & RMS) solutions for Dynamics GP covering an extensive range of applications and industries.
Business Computers Software, Inc.
Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or finger print reader.
DexPros
Microsoft Dynamics GP DevelopmentProfessionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/SQL/.NET/VB developers.
KTL Solutions, Inc.
Development - Microsoft Dynamics GP13 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Sub-contractor rates to other resellers.
Email Marketing
The Partner Marketing Group
www.thepartnermarketinggroup.com
E-Newsletter Content and ServicesGet access 24x7 to an online library full of unique newsletter content or elect the full-service options to nurture your pipeline of leads.
Graphic Design Services
David Swang Design
David Swang DesignLogos, brochures, ads, direct mail, sales sheets, newsletters, banners.
HR & Payroll Implementation & Consulting
Integrity Data www.integrity-data.com
HR & Payroll Enhancements for Dynamics GPWe can implement the entire HRP solu-tion or only certain components. We also offer a variety of training services.
Sierra Workforce Solutions
Sierra Workforce SolutionsTime & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Implementation Services
Client Strategy Group
Dynamics AX Done Right!CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
Lanham Associates®
EDI VAN Lanham can be your one EDI stop, but we won't lock you in. Full function. Fair Price.
Liberty Grove Software, Inc.
NAV Implementation ServicesLet us train and guide you to a successful implementation.
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Sierra Workforce SolutionsTime & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Managed Services
a TDS company
OneNeck IT Services
Dynamics Hosting and Managed Services ProviderOneNeck® provides a comprehensive, flexible suite of Microsoft Dynamics hosting and managed services de-signed to help companies improve system performance and leverage their Dynamics AX enterprise application.
RedTail Solutions
RedTail EDICloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO.
Marketing Planning & Services
Looking Glass Marketing
www.lookingglassmarketing.
Cost-effective Marketing Solutions for Microsoft Dynamics PartnersAward-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.
The Partner Marketing Group
www.thepartnermarketinggroup.com
Microsoft Approved Vendor for Dynamics Marketing ConsultingFrom strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.
Tornado Marketing,
Inc.
Marketing ConsultingTornado Marketing offers high-impact, highly effective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.
Market Research
FishNet Marketing LLC
List Acquisition, Lead Generation & Telemarketing ServicesFull-service Inside Sales Provider for Dynamics, Platform & Cloud Partners. Lead qualification & nurture mktg; Partner Acct Mgmt; Partner Recruiting; Event Mgmt; Dedicated Rep Programs; Script dvlpmt; List & Lead Mgt.
Member Organizations
Dynamic Communities
www.dynamiccommunities.com
Microsoft Dynamics User Groups - AXUG, CRMUG, GPUG, NAVUGThe User Groups are independent communities that empower Microsoft Dynamics users to connect, learn and share experiences to improve their use of and ROI on their solution. User & Partner memberships are available.
.NET Development
Alba Spectrum Corporation
Alba Spectrum CorporationWe specialize in the design and de-velopment of Dexterity & .NET based Customization and Integration (includ-ing eCommerce & RMS) solutions for Dynamics GP covering an extensive range of applications and industries.
Isis, Inc.
Isis .NET DevelopmentIsis provides cost effective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!
KTL Solutions, Inc.
Development - Microsoft Dynamics GP13 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Sub-contractor rates to other resellers.
Partner Support Service
Plumbline Consulting, LLC.
Partner Support ServicesLeverage our Partner Support Services,including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.
Sales Tax Management Service
Avalara, Inc.
AvaTax for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certificate management, filling and remittance solution for Microsoft Dynamics.
SharePoint Development
DynamicPoint
Your Source Exclusively for Microsoft Dynamics & SharePoint IntegrationPortals, Business Automation & Custom Products integrated with Dynamics.
Software Development Consulting
Isis, Inc.
Isis ConsultingIsis provides cost effective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!
KTL Solutions, Inc.
Development - Microsoft Dynamics GP13 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Sub-contractor rates to other resellers.
United ERP, LLC
Royalty Accounting SoftwareAXIP monitors your Royalty Lifecycle from contracts, product dvlpmt ap-provals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, fore-casting & business intelligence.
Telemarketing/Telesales
FishNet Marketing LLC
List Acquisition, Lead Generation & Telemarketing ServicesFull-service Inside Sales Provider for Dynamics, Platform & Cloud Partners. Lead qualification & nurture mktg; Partner Acct Mgmt; Partner Recruiting; Event Mgmt; Dedicated Rep Programs; Script dvlpmt; List & Lead Mgt.
Training
Accolade Publications, Inc.
Training ManualsUser and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.
Martin & Associates www.martinandassoc.com
GP, CRM, and FRx TrainingHands on training at our Cincinnati location. GP classes include Financials and Supply Chain. CRM classes are Sales, Marketing and Service. We also offer a two day FRx class. See website for schedule.
Webucator, Inc. www.webucator.com/microsoft/
Dynamics TrainingMicrosoft Dynamics Training - regularly scheduled public classes delivered live online and custom private classes normally delivered at your offices. Webucator is a Microsoft Certified Partner for Learning Solutions.
Upgrades
Client Strategy Group
Dynamics AX Done Right!CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
Liberty Grove Software, Inc.
Fixed Price UpgradesBring forward your customizations and data for a fixed price.
Video Marketing
The Partner Marketing Group www.thepartnermarketinggroup.com
Video Marketing for Dynamics CRMLearn how "Dave Saves the Day" video series can help you sell more CRM.
Writing/Documentation Services
The Partner Marketing Group
www.thepartnermarketinggroup.com
Blog, Case Study and Website Writing ServicesUse blog writing, case studies and website content to build your brand.
ACADEMYLooking for cost-effective, information-packed, expert-led Microsoft Dynamics NAV classes?
Join us in Seattle for Forum 2012 and our pre-conference training classes!
Once again this year we’re featuring a variety of half- and full-day classes taught by experts in
Microsoft Dynamics NAV and related tools. You’ll benefit immediately from:
» Instructor-led classroom training from experts on the solution and tools
» Targeted content
» Hands-on training environment
» Cost effective
» Discounts for NAVUG™ Premium Members and Microsoft Service Plan Members
Check out the variety of classes that are available:
» Account Schedules and Analysis Views
» Financial Consolidations
» Multi-Currency Setups and Processing
» Microsoft Dynamics NAV Development Series: Tables
» Microsoft Dynamics NAV Development Series: Forms and Pages
» Manufacturing in Microsoft Dynamics NAV
» Microsoft Dynamics NAV on SQL: Database Optimization and Performance Troubleshooting
» Reporting in Microsoft Dynamics NAV 101 using the Classic Client
» Reporting in Microsoft Dynamics NAV 101 using the RTC
» Microsoft Dynamics NAV Security
You don’t need to register for Forum to take the classes. To see the descriptions and details,
please visit http://NAVUGforum.com. NAVUG
“Although I have been working with Microsoft Dynamics NAV 5.0 on SQL Server for more than three years, I was both surprised and quite impressed with the volume and quality of information presented in this brief four-hour training session. Cory Power from ArcherPoint (a true Microsoft Dynamics NAV professional with expert teaching skills) did an outstanding job of packing in quite a few critical topics such as installation, configuration (an in-depth presentation of SQL Server Management Studio), database and security optimization, and the creation and execution of T-SQL scripts – all aimed at ensuring that all those in attendance had a solid understanding about important considerations for the Microsoft Dynamics NAV SQL environment. At the conclusion of this one training seminar, I had not only a better understanding of my SQL environment, but also was able to develop a list of areas that required further work to improve overall system performance, saving our company not only time and money, but also resulting in helping our end Users to do their job more efficiently and effectively. This training seminar was definitely worth the investment, and it dovetailed very nicely into the follow-on four-hour training session on Security. I am looking forward to attending more sessions at the upcoming conference.”
James Everett KochheiserChief Information Officer & Sr. Operations Manager
Otis McAllister, Inc.
corner
See what one Member had to say about the “Microsoft Dynamics NAV SQL Implementation and Maintenance 101” class he took at last year’s Forum:
Are the classes valuable?
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S E C U R I T Y , A U D I T , C O M P L I A N C E
Are you confident in your security set-up? Do you know who is making changes to your data? Do you know who has administrator access? Do you have a segregation of duties methodology? Are you able to efficiently identify your risks? Is it automated?
Fastpath GRC Studio is the tool that will help you confidently answer these questions.
Are you this comfortable with your NAV security?
Key features:
- Extensive list of potential segregation of duties conflicts specifically for Microsoft Dynamics NAV
- Security reporting by user, table access or menu access
- Track all changes to Microsoft Dynamics NAV databases from inside Dynamics NAV and external sources
- Schedule and deliver reports via email, PDF or Microsoft Excel
- Security implementation services available
RR II TT Y , AA UU D I TT , CC OO MM PP LL I AA NNN CCCC EEE
contact: [email protected] or visit www.gofastpath.comeses@g@ ofastpath.h.com or vvisisit www.g.gofastpath.comm