2012 spring - gpug magazine

Spring 2012 • www.GPUG.com

In this Issue:

» User Member Showcase: Landon Russell, The Money Box

» Interview with Pam Misialek, Microsoft

» It’s All About Connections: Networking in the Community

» Tips & Tricks from April Bauer, CCP, and Bob McAdam, Tribridge

Magazine

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contentsspring 2012 www.gpug.com

FeaturesMeet the Board . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

User Member ShowcaseLandon Russell, The Money Box . . . . . . . . . . . . . . . . . . 13

Tips & Tricks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Microsoft Member ShowcasePam Misialek . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

It’s All About the Connections . . . . . . . . . . . . . . . . . . . . 18

VAR Partner Member ShowcaseMSX Group, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

ISV Partner Member ShowcaseProfessional Advantage . . . . . . . . . . . . . . . . . . . . . . . . . 25

Premium…It’s the Only Way to Go . . . . . . . . . . . . . . . . . 27

In Every IssueFrom the Director . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

News . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Welcome to Our New Members . . . . . . . . . . . . . . . . . . . .9

Find the Logo Contest . . . . . . . . . . . . . . . . . . . . . . . . . . 12

GPUG Jumble . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Academy Corner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Name That Photo Contest . . . . . . . . . . . . . . . . . . . . . . . 24

The List, from The Partner Channel . . . . . . . . . . . . . . . .29

Spring 2012 • www.GPUG.com

In this Issue:» User Member Showcase: Landon Russell, The Money Box

» Interview with Pam Misialek, Microsoft

» It’s All About Connections: Networking in the Community

» Tips & Tricks from April Bauer, CCP, and Bob McAdam, Tribridge

Magazine

®®

showcasemicrosoft member

Pam Misialek is in her 16th year at Microsoft where she serves as a senior product manager for Microsoft Dynamics GP. All but five years of her tenure have been devoted solely to Microsoft Dynamics GP, making Pam a veteran and trusted member of the Microsoft Dynamics GP community.

GPUG® sat down with Pam to talk about Convergence 2012 Houston, the highly anticipated next release, and what GPUG can do to help foster the community.

GPUG: What excites you most about the upcoming Convergence?Pam Misialek (PM): I’m really excited about DayONE. This year our groups (the Microsoft Dynamics GP team and GPUG) coordinated more effectively to make sure the content mixes well with the content for the rest of the event. In turn we’re providing Customers with more value for their Convergence experience.

For example, we’re covering FRx® for Microsoft Dynamics ERP content during DayONE, and then during Convergence, we’ll focus on Management Reporter so that Users can get the tips and tricks for their existing FRx installation and then find out what they need to do for the upgrade to Management Reporter. We’re also starting with introductory topics during DayONE and then moving to more advanced topics later on during Convergence.

GPUG: You’ve attended Convergence for years. What’s your recommendation for those Users who are new to the event?PM: Actually, the number one tip I always give is to drink lots and lots of water and to wear your most comfortable shoes, even if they’re not fashion-appropriate. On a slightly less practical level, always have a notebook with you and remember to write things down, because you’ll be so filled with information when you get back to your office

that you won’t know where to start. Before you leave the conference, pick one thing that you’re actually going to do. You don’t need a list of 100. You just need to pinpoint one thing that you can actually do.

GPUG: What do you feel is the most valuable aspect of Convergence?PM: Every year we have several sessions in the “50 Tips in 50 Minutes” format. I guarantee that every person in that room will learn something new. Even me. I will learn something in one of these sessions. We have our standard, “generic” 50 tips sessions, and then we also have some that are focused on User roles such as financials. Customers really enjoy that they can write the tip and download the session’s PowerPoint deck to get more of the details.

Our Interactive Discussions are also valuable. If you’re attending one, be ready to talk and discuss your experiences as the discussions are meant to be a forum where you share and talk with other Users. If you’re looking for a presentation format, you should attend a Concurrent Session during that timeslot.

GPUG: What’s your recommendation for Users who aren’t able to attend Convergence this year?PM: We do share a lot of the Convergence materials on CustomerSource, giving Users the opportunity to view content such as our “50 Tips in 50 Minutes” session, which is always a popular session. CustomerSource is a great place to find that type of information. It’s not the same as attending, but it gives you something.

GPUG: The next release of Microsoft Dynamics GP is coming up later this year. What can Users look forward to in the time leading up to the release?

Pam MisialekTM

TM GP

PM: First, the product now officially has a name – Microsoft Dynamics GP 2013 – and there’s going to be a lot of existing Customer functionality in this product. We used feedback from Microsoft Connect to find out what Customers wanted in the product and focused on some of the most requested functionality as our core features.

In addition to the enhanced functionality, Customers can stay with their current deployment or launch Microsoft Dynamics GP 2013 with an Internet browser. This gives Customers the power of choice, choosing whether they want to have their installation on-premise, hosted, or via the web client.

We’re not making Customers move to the cloud or an online experience; we’re just providing them with another option. For example, you could have your sales team, who may be on the road for travel, on the web client and keep your power Users on the desktop client, with the option of the web client if they need to work in the evening from home.

Another thing to look forward to is that between now and release, we’ll have a technology adoption program (TAP) program, which brings existing Customers live on a live and stable beta version of the product. We’re currently looking for Customers who will go live on the beta version this summer.

GPUG: If a User is interested in being part of the TAP program, what should they do? PM: We have an article posted on CustomerSource with more information, and we’ll talk about it during our General Session at Convergence. You can also contact [email protected] for more information.

GPUG: You mentioned that you collect and implement feedback from Microsoft Connect. Do you also gather feedback in person? PM: We conduct Conduit Sessions on DayONE of Convergence, which gives Customers the opportunity to give feedback directly to our development team. Customers can ask for a feature and have a dialogue about why they want it, functionality, and more. Past attendees have received a lot of value from this session.

GPUG: Can changes be made yet to Microsoft Dynamics GP 2013?PM: While we’re locked on features for this release, we’re starting to look at Microsoft Dynamics GP “14”. It’s not too late to give feedback as we’re always working on a release. In fact, the development team is doing spec documents for the next version beyond 14.

GPUG: So Microsoft Dynamics GP 2013 was dubbed GP “12.” Are you skipping GP “13”?PM: There’s some history around that, similar to how hotels won’t have a floor 13. We’re skipping and moving right to 14. Microsoft Office and other products have done similar things. Don’t worry; we know how to count <laughs>.

GPUG: What can we as GPUG do to better serve the Microsoft Dynamics GP User community after Convergence and through the release of Microsoft Dynamics GP 2013?PM: After Convergence, we will be spending more time talking about the new functionality coming in Microsoft Dynamics GP 2013. We plan on leveraging GPUG to help bring awareness and understanding of this new major release to Users, and we’ll also ask our community to come together to talk about the new functionality and explore new ways of taking advantage of it. GPUG

Spring 2012 1716 GPUG Magazine

Magazine

®®

Page 16

Advertiser IndexMetaViewer from Metafile . . . . . . . . . . . . . . . . . . . . . . . . . 2

Mekorma . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Integrity Data – ULINC . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Encore Business Solutions . . . . . . . . . . . . . . . . . . . . . . . 10

Business Computers Software, Inc . . . . . . . . . . . . . . . . . 19

Integrity Data – PR / HR Enhancements . . . . . . . . . . . . . 22

Panatrack, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Rockton Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Spring 2012 3

Are You Getting the Most fromPart 2

Last issue we discussed the Check Image Archive, PDF Check Copies, Signatures and

Passwords based on User ID.* This issue we are discussing EFT Password Security, Approval Work�low, Refund Check Support and a helpful hint about check formats.

EFT Password SecurityThere is a new checkbox

on the Mekorma MICR Security window that gives you �lexible password protection for your Electronic Funds Transfers. EFTs will use the same password rules as you use with checks. You can require none, one or two passwords for Payables EFTs based on high dollar amount. Approvers use their own Dynamics GP user name and password. This creates an audit log (accessible from the Mekorma MICR Security window) so you can see who approved the transfers.

Payment Approval Work�lowIf you use Mekorma MICR password protection

for your payments, you know that, historically, there has been one big limitation: the password had to be entered on the workstation printing the checks. This is okay if the person approving the payments and the person building and printing the payments work together in close proximity. Increasingly, this doesn’t �it today’s reality. Debuting at Convergence 2012, Mekorma MICR will send a text or email to your check approver to tell them when there are payments to approve. They can log into Dynamics GP from wherever they are to approve the batch. Mekorma MICR will

automatically notify the check printer when the

payments have been approved. This is a new feature, so stop by the Mekorma booth at Convergence to see it in action.

Refund Check SupportIf you use the built in Dynamics GP Refund

Check feature, you know vital information from the SOP Return, such as Item Description, Price, and Quantity is not available to print on

the refund check stub. You may have even �ielded calls from confused check recipients.

Mekorma MICR provides formats and a large choice of �ields from the SOP Return document so the people you send checks to can easily see why. The setup is easily done by choosing a refund check format on the Mekorma MICR Checkbook Setup window. Mekorma MICR will automatically use this format for Refund Checks and use your regular payables format for checks to your vendors.

Best Hidden Feature 1: Named Printers

To save steps every time you print checks, use Named Printers to suppress the print dialogue box. This also guarantees your checks will go to your check printer instead of accidently printing elsewhere. If you print check copies, Named Printers can direct them to a different printer using plain paper and regular toner.

MoreYou can download the latest features from

www.mekorma.com. Be sure to install and test any upgrade in a test environment before installing in your production system.*Read more

articles and tips at www.Mekorma.com

summer2011 www.axug.comfrom the directorHow are YOU at Networking?Kim Peterson

This is the time of year when many Microsoft Dynamics GP Users have the

opportunity to head to Convergence, and we’re reminded how valuable it is to network and learn from the Microsoft Dynamics GP community.

This issue of GPUG Magazine concentrates on the importance of networking. We’re offering up tips and reasons why our Members get involved and learn from others

who walk in their shoes.GPUG Regional Chapters provide an awesome opportunity for learning

and networking in your local area. This issue provides information on what chapters do, along with steps to take to help facilitate meetings near you on a regular basis. Our Q2 2012 chapter meetings will focus primarily on navigation within Microsoft Dynamics GP. GPUG will also be partnering with Microsoft to act as a local resource for education around the release of Management Reporter 2012.

Networking isn’t natural; you have to work at it. For that reason, you’ll find tips in this issue on how to be a better networker. A quick tip for those of you attending Convergence in Houston: your trip will be greatly enhanced if you set goals for meeting people and networking more effectively.

GPUG will lead the following activities during Convergence; we look forward to seeing you!

» PreGAME – A Partner-only event on Saturday afternoon to educate Partners on Microsoft Dynamics GP 2013.

» DayONE – An afternoon of 18 free sessions on Sunday. Learn from Microsoft Dynamics GP Users and subject matter experts.

» Birds of a Feather – Find other Microsoft Dynamics GP Users who have the same interests as you. We’ll have 25, one-hour Roundtable Discussions on Monday and Tuesday.

» Interactive Discussions – 22 Interactive Discussions will be hosted by GPUG. Come hear Users discuss 12 unique topics in Roundtable Discussions that are led by an expert panel.

» GPUG Kiosk in the Microsoft Solutions Experience – Stop by and learn more about what GPUG offers in the Microsoft Dynamics GP area of the Microsoft Solutions Experience, located in the middle of the Expo Experience.

Lastly, GPUG Summit 2012 will take place in Seattle the week of October 14; put in on your calendar – and in your budget – now.

I hope you enjoy this issue of GPUG Magazine. Thank you to all who make GPUG – and its important networking and learning – happen. Let’s continue to connect, learn, share, and grow the GPUG community…one Member, one resolved challenge at a time!

Regards,

Kim PetersonGPUG Director

summer2011 www.axug.comfrom the directorHappy New Year! Janet Lampert

As we look ahead to an exciting new year, I can’t help but reflect on 2011

and marvel at the fantastic year that our CRMUG® community has experienced. It’s hard to count our many blessings, but I’ll share with you a few of my favorites.

First, we have been blessed with a fabu-lous group of volunteers that have helped plan, coordinate, and execute around 190 educational webinars. Many of these

webinars have been led by the Microsoft Dynamics CRM most valu-able professionals (MVPs), and I can’t thank them enough for sharing their knowledge. I’d also like to extend a huge “thanks” to all of the expert Microsoft Dynamics CRM Users that took leadership roles within – and lent their expertise to – the CRMUG Special Interest Groups (SIGs).

We’ve also been blessed with an awesome array of CRMUG Regional Chapter leaders that have committed to building the CRMUG community within their local markets. It was a monumental initia-tive and achievement in 2011 to launch quarterly chapter meetings in 27 locations, and 52 Users stepped up to take leadership roles. Thank you to each of these leaders who openly share their Microsoft Dynamics CRM experiences and help facilitate meaningful dialogue between Users in our various regions.

I can’t say enough about the fantastic group of CRMUG Mem-bers who put enormous effort into making our CRMUG DayONE and Summit conferences wildly successful. The strength of our event programming continues to grow, and that has led to increased event attendance and more valuable networking opportunities. We experi-enced a record-breaking Summit attendance growth of 59 percent in 2011; hats off to all of you!

The CRMUG community is also blessed with a wealth of expert VAR and ISV Partner Members who openly share their expertise with the CRMUG community. Their knowledge and experiences are invaluable, and CRMUG and the Microsoft Dynamics CRM commu-nity as a whole grow stronger because of their contributions.

And lastly, I’d like to thank the CRMUG board of advisors for the investment they make in helping guide CRMUG, for the time they spent helping me navigate my first year as CRMUG director, and for their never-ending evangelism of CRMUG.

Looking ahead, I am excited for what 2012 has in store for CRMUG. You’ve no doubt joined CRMUG as a means of connect-ing with other Microsoft Dynamics CRM Users, and I am commit-ted to facilitating new and effective ways to help you accomplish just that. My CRMUG New Year’s resolutions are:

» To better understand your issues, allowing me to develop pro-gramming that best meets your needs.

» To provide a larger variety of programming for ALL roles within your organization.

» To improve the daily service we offer to you by responding quickly and accurately to all your requests.

» To offer you a great return on your membership investment.Thank you for your contributions to a successful 2011; here’s to an

excellent 2012!Cheers,

Janet LampertCRMUG Director

This label only applies to the text stock.

Winter 2012 5

This label only applies to the text stock.

Spring 2012 5

Announcing U-LINC™

Workflow Anytime & AnywhereImagine that virtually all of your business processes are automated so your business rules are always consistently enforced. Imagine being continually notified of business transactions across your organization. Now, imagine doing this by leveraging technologies and systems you already own.

Get more out of your existing Microsoft Dynamics®

system with notifications and workflows tailored to your existing business processes.

U-LINC has made workflow virtually anytime and anywhere a reality for Microsoft Dynamics®. It works seamlessly within and across your existing Microsoft Dynamics® system without changing the way the organization does business. U-LINC is flexible and easy to use and greatly improves organizational performance.

Integrity Data is proud to announce U-LINC™ – the latest, most comprehensive and flexible workflow solution designed for use within Microsoft Dynamics®.

Visit u-linc.com or contact Integrity Datafor more information. (888) 786-6162 Powered byPowered byPowered by

©2012 by Dynamic Communities, Inc.

SEATTLEsummit

®connect • learn • share

Just wait for the experience!Think the view is amazing?

GPUG summit

gpugsummit.comRegister Today:

The GPUG Summit is the premier annual conference for Dynamics GP users, GPUG Partners and key Dynamics GP personnel from Microsoft. Summit is an intimate, compact

and easy to navigate Microsoft Dynamics user hosted event. Users and industry experts come together to share business ideas and knowledge on Microsoft Dynamics GP.

“Summit is all about GP and all about GP Users. I knew instantly that this was my new must-attend GP conference.”

–Drew Rosen, CFO at Carolina Services of Fayetteville, Inc.

October 16-19, 2012

Washington State Convention Center

Seattle, Washington

©2012 by Dynamic Communities, Inc.Spring 2012 7

news®

Regional Chapters®

Regional Chapters

Regional Chapters are an integral part of GPUG® and provide Microsoft Dynamics GP Users the option to connect, learn, and

share with other Microsoft Dynamics GP Users in their geographic area. The face-to-face sharing of Microsoft Dynamics GP knowledge and best practices through interactive discussions and networking is invaluable in helping you optimize your business effectiveness.

GPUG supports all aspects of planning and executing Regional Chapter meetings, enabling leadership to focus on strategic oversight and meeting facilitation. GPUG is a group led by Users, for Users.

The Benefits of a Regional Chapter » Networking is invaluable for Users to know others in their area

who walk in their shoes; you form a network of helpful and understanding relationships.

» Increasing User satisfaction of Microsoft Dynamics GP by learning more enables you to improve your processes.

» Optimizing the value of your Microsoft Dynamics to maximize efficiency and success.

» Increasing User readiness for upgrades and additional services. » Learning about companion products that help your specific needs. » Creating a closer relationship with Microsoft by having the

opportunity to provide product development input and updates for the product roadmap.

Indications that a Regional User Group is Needed

GPUG receives inquiries on a regular basis from Users about a local chapter. If there isn’t one established, this is where the planning usually begins. It’s simply a matter of asking someone to host the first meeting, and then a chapter is born.

GPUG always looks for a few leaders to help run the group, so it’s not that we expect the first one inquiring to run the group, although we’d prefer his/her help in launching the first informal “meet up.” Meetings are typically held at a Microsoft office, and GPUG helps spread the word about the meeting by inviting those in the area that we have in our database.

GPUG supports Regional Chapter leadership and ensures that these volunteer responsibilities can remain at strategic oversight and direction. “Heavy lifting” duties such as logistical planning, event arrangement, registration, promotion, food and beverage procurement, and so on can be the responsibility of GPUG.

Leadership RolesPersons leading Regional Chapters must be Users coming from

User Member companies. The leadership roles are chairperson, vice chair for membership, and vice chair for communications. Their responsibilities are as they sound; details are available on our website (www.GPUG.com).

GPUG Resources for Chapter LeadersGPUG offers a “meeting kit” with materials for leaders to leverage.

It has a planned agenda, decks, and communication tools. We do our best at pre-planning and preparing leaders to carry off a professional and educational event with as little effort as possible.

GPUG Regional Chapter, Anyone?

GPUG also has many other tools/events leaders can leverage such as our Lunch & Learn webinars or recordings that can be launched during the meeting as a presentation. History shows that Members want to learn from each other’s experiences. Roundtable discussions are perfect for that. We’ve seen it work well to divide up topics by roles, industry, or topics. Many attendees find these the most rewarding part of meetings.

Communication, Planning, and Website Presence

GPUG handles much of the communication with email invitations and listing on GPUG.com. The web page contains details about the chapter (general information, geography, leadership team) and chapter events (venue, speakers, agenda).

Suggested Meeting FrequencySix times per year: Four local, one at GPUG Summit, and one at

Microsoft Convergence.

Common Agenda8:30 a.m.: Registration and Networking 9:00 a.m.: Structured Networking

10:00 a.m.: Educational Workshop / Roundtable Discussions11:00 a.m.: Educational Workshop / Member Showcase11:45 a.m.: Preview of Next Meeting, Announcements, and

Chapter BusinessNoon: Conclusion

Regional Chapter Tips » Consider using a User Member’s facility. This gives a chance for

other Members to see the site and understand each other’s business a bit better. Tours are great, and it helps build character around membership. Ask local Partners to submit topics that they’d be willing to present to the group. This helps build an inventory of possibilities along with understanding their expertise.

» Once a year have a fun event like attending a professional ball game or something where you can get to know each other a bit better.

» The dates for a chapter meeting should be in the middle two weeks of the month but not on the 15th of the month. This allows accountants who are “heads down” the first and last week of the month to come. Also, the 15th could prohibit those who work with payroll to attend.

In short, local Regional Chapters are very valuable. GPUG is here to assist! Visit GPUG.com > Member Resources > Regional Chapters to see where we have groups today. If there’s not a chapter in your area, reach out to [email protected], and we’ll help get one started! GPUG

8 GPUG Magazine

news

Access Community Health CentersAffordable Auto GlassAssociated AsphaltATPE

New MembersWelcome to Our

GPUG® is adding new Members (with new Microsoft Dynamics GP expertise) every day! Less than two months into 2012

we have added 307 individual Members to the GPUG community, bringing the group’s grand total of Member organizations

to 3,104. Welcome to our new Members, and to all Members, thank you for your participation and continued support! Each

new Member organization adds value not only to their own company, but also to the entire community as they share their

knowledge and experiences.

We want to recognize those Members who have invested in GPUG Premium membership in 2012 as well as our Premium

Partner Members. Thank you! Please note that these organizations have given GPUG permission to share their name publicly.

Bionix Development Corp.Business Suites Inc.Credential Check CorporationCUNA, Inc

Again, thank you for your contributions, and welcome to GPUG! If you, too, want to explore the benefits of GPUG Premium

membership and take advantage of membership opportunities, simply visit www.GPUG.com > Join GPUG. Our Premium

Members are the lifeblood of our organization and enable us to continue to provide valuable networking, educational events,

and solution-specific programming.

Premium Members Added in 2012

BIO Analytics Corp.Business Computers Software, Inc.

Premium Partner Members Added in 2012

Congratulations to Cox Media Group, Dell SecureWorks, and McCain, Inc. for achieving finalist status in the 2012 Customer Excellence Awards. All three organizations are GPUG Members and Microsoft Dynamics GP Users.

The award winners will be recognized during Convergence 2012 Houston and the full list of winners is posted on the Convergence website.

Dutchman Tree FarmsGrand Canyon Education, Inc.OneSource Building Technologies The Bell Group

Wipfli

Spring 2012 9

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with proven simplicity, flexibilityand easy configuration.

Project Tracking with Advanced Analytics is an

easy-to-setup project tracking solution that is so flexible that it

can be customized to most any business and is a great alternative

to Dynamics GP® Project Accounting. The seamless

integration with Dynamics GP leverages existing setup and

workflow which results in an easy-to-use and easy-to-maintain

connection between company financials and project activities.

Users quickly benefit from the short learning curve especially if

they are an existing GP user and familiar with GP’s transaction

entry windows.

Top Features

• Allows you to maintain a streamlined Chart of Accounts by providing the ability to track project information outside of the Chart of Accounts.

• Integrates with all the core modules of Dynamics GP

• Tracks budget versus actual and reports on variances

• Provides the ability to quickly assign a transaction to one or more projects from within the transaction entry window that you are already familiar with within Dynamics GP

• Quick to implement and very short learning curve

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FREE GPUG MEMBERSHIP

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meet the board

Mike McDowell GPUG: What are you most excited about as you step in as GPUG chair?

Mike McDowell (MM): I am very honored to have been elected by my peers. It is a great feeling to be recognized for all the work I have done for GPUG since its inception.

GPUG: What would you like to see GPUG accomplish in the next year?MM: I would like to see the membership increase. I would also like to see the GPUG staff make an effort to reach out to all Members and find out what their pain points are, then take that information and use it to either develop new GPUG Academy classes and webinars or make the established classes more effective.

GPUG: How do you think we can achieve that?MM: By taking advantage of surveys at GPUG events and by using the GPUG staff members to call or email each Member.

GPUG: What should a brand new GPUG Member do early on in his/her membership?MM: Take advantage of all the wonderful benefits available to them, such as the webinars, elearning classes, Regional Chapters, CPE credits, GPUG conference session materials, access to virtual events, and the Special Interest Groups. Also, make plans now to attend events that GPUG hosts or participates in, such as Summit, scheduled for October 2012 in Seattle, Washington, and Convergence in 2013.

Company: Sta-home Health & Hospice, Inc. | Location: Jackson, MSEmail: [email protected] | Title: Director of Finance Board Member since: 2007 | Microsoft Dynamics GP User since: 2001

GPUG® Members elected new leadership in January 2012. Congratulations to Mike McDowell, chairman, and John Lowther, vice chairman, as you step into your new roles!

We spent some time with Mike and John to learn more about their aspirations and what GPUG means to them.

JohnLowther GPUG: What would you like to see GPUG accomplish in the next year?

John Lowther (JL): I’d love to see our number of Premium Members grow, maybe doubling or tripling in size.

GPUG: How do you think we can achieve that?JL: One way is getting information about GPUG out to more Users; another is getting Partners to tell their Users we exist.

GPUG: What should a brand new GPUG member do first?JL: Definitely get a Premium membership as it can benefit everybody in your company. Also, sign up for the GPUG newsletter so you can get the upcoming events on your calendar. Finally, attend the webinars so you can learn new things about Microsoft Dynamics GP.

Company: Sta-home Health & Hospice, Inc. | Location: Jackson, MSEmail: [email protected] | Title: Database Administrator Board Member since: 2008 | Microsoft Dynamics GP User since: 2001

Spring 2012 11

GOOD LUCk!GOOD LOOD LOOD UCk!

Congratulations to Bobbi Cameron of the green Bay packers for finding the hidden logo on page 6 of the winter 2012 issue.

Hidden somewhere between the covers of this magazine is our gpug® mark. Can you find it?

While our gpug logo shows up throughout the magazine, the gpug mark appears in only one place.

find the logo contest

When you’ve found it, send an email to [email protected] with an explanation of where and on what page it’s at. We’ll choose a winner at random and will highlight him/her in the next issue of the magazine.

eventsAt a Glance: DayONESunday, March 18 hilton aMericaS-houSton

1:30 – 2:00 p.m. Welcome and General Session2:30 – 3:30 p.m. Six concurrent Sessions3:45 – 4:45 p.m. Six concurrent Sessions5:00 – 6:00 p.m. Six concurrent Sessions

a total of 19 Fa total of 19 Fa ree sessions will be offered to Microsoft dynamics GP users by GPuG®. in addition to a General track, we have focused tracks including Financials, Bi/reporting, it/it/it dBa, hr/Payroll, and upgrades. We hope you arrive early to take advantage of learning from your peers and subject matter experts.

last year about 700 Microsoft dynamics GP users attended dayone and walked away learning more about the challenges other users face and how they’re solving them. dayone is about sharing experiences. as one of our subject matter experts says, “i don’t want them to go through what i’ve been through,” so he shares tips on what to do and what not do when using Microsoft dynamics GP.

We hope you attend and learn side by side with fellow peers. it truly is users helping users.

Please go to GPuG.com for more details, updated session information, and to register.

Planned Sessions:» 20 hr and Payroll tips and trickstrickst» unleashing the Power of Microsoft excel refreshable reports & the Microsoft excel report Builder in Microsoft dynamics GP» how2: Management reporter to the next level » how2: Frx to the next level» troubleshooting the Finance Module troubleshooting the Finance Module t» Microsoft excel-Based and native Budgeting for Microsoft dynamics GP» Forecaster: avoiding Microsoft avoiding Microsoft a excel Pitfalls » Where do the experts turn for turn for t answers?» the Worst Mistakes you you y can Make with Microsoft dynamics GP» ask the experts: 13 classic under-used Features in Microsoft dynamics GP» how2: System Maintenance» Going Beyond Microsoft dynamics GP Business alerts» using SlB for Way More than Just lists of data » 50 tips for closing the Month Faster with Microsoft dynamics GP» Word up! learn how to Setup and use Word templates and templates and t dynamics GP 2010» Microsoft dynamics GP Payroll and hr toolboxtoolboxt» Security Best Practices for Microsoft dynamics GP » ready to integrate Microsoft SharePoint into Microsoft

6 GPUG Magazine

Winter 2012 Location

ynamics GP

ynamics GPemplates and email in Microsoft

ynamics GP ntegrate Microsoft SharePoint into Microsoft dynamics GP

eventsAt a Glance: DayONE Sunday, March 18 hilton aMericaS-houSton


a total of 19 Free sessions will be offered to Microsoft dynamics GP users by GPuG®. in addition to a General track, we have focused tracks including Financials, Bi/reporting, it/dBa, hr/Payroll, and upgrades. We hope you arrive early to take advantage of learning from your peers and subject matter experts.




Planned Sessions:» 20 hr and Payroll tips and tricks » unleashing the Power of Microsoft excel refreshable reports & the Microsoft excel report Builder in Microsoft dynamics GP » how2: Management reporter to the next level » how2: Frx to the next level » troubleshooting the Finance Module » Microsoft excel-Based and native Budgeting for Microsoft dynamics GP » Forecaster: avoiding Microsoft excel Pitfalls » Where do the experts turn for answers? » the Worst Mistakes you can Make with Microsoft dynamics GP » ask the experts: 13 classic under-used Features in Microsoft dynamics GP » how2: System Maintenance » Going Beyond Microsoft dynamics GP Business alerts» using SlB for Way More than Just lists of data » 50 tips for closing the Month Faster with Microsoft dynamics GP» Word up! learn how to Setup and use Word templates and email in Microsoft dynamics GP 2010» Microsoft dynamics GP Payroll and hr toolbox» Security Best Practices for Microsoft dynamics GP » ready to integrate Microsoft SharePoint into Microsoft dynamics GP

6 GPUG Magazine

eventsAt a Glance: DayONE Sunday, March 18 hilton aMericaS-houSton


a total of 19 Free sessions will be offered to Microsoft dynamics GP users by GPuG®. in addition to a General track, we have focused tracks including Financials, Bi/reporting, it/dBa, hr/Payroll, and upgrades. We hope you arrive early to take advantage of learning from your peers and subject matter experts.




Planned Sessions:» 20 hr and Payroll tips and tricks » unleashing the Power of Microsoft excel refreshable reports & the Microsoft excel report Builder in Microsoft dynamics GP » how2: Management reporter to the next level » how2: Frx to the next level » troubleshooting the Finance Module » Microsoft excel-Based and native Budgeting for Microsoft dynamics GP » Forecaster: avoiding Microsoft excel Pitfalls » Where do the experts turn for answers? » the Worst Mistakes you can Make with Microsoft dynamics GP » ask the experts: 13 classic under-used Features in Microsoft dynamics GP » how2: System Maintenance » Going Beyond Microsoft dynamics GP Business alerts» using SlB for Way More than Just lists of data » 50 tips for closing the Month Faster with Microsoft dynamics GP» Word up! learn how to Setup and use Word templates and email in Microsoft dynamics GP 2010» Microsoft dynamics GP Payroll and hr toolbox» Security Best Practices for Microsoft dynamics GP » ready to integrate Microsoft SharePoint into Microsoft dynamics GP

6 GPUG Magazine

12 GPUG Magazine

Landon Russell was so impressed with what he experienced at a national level that he decided to play a part in bringing it home. Russell is controller of The Money Box, a check-cashing

company and provider of other financial services with 66 locations throughout central and south Texas. As a person who has worked with Microsoft Dynamics GP for more than 15 years, Russell is helping establish a local chapter of GPUG.

“I discovered GPUG at Convergence,” he says. “We used to have a group here in Austin, Texas, but it fizzled out at some point. So, I got involved nationally, and then we began forming regional chapters.”

In addition to serving on GPUG’s board of advisors, Russell has also been tapped for a leadership role with the local chapter. Thus far, the group has met twice, with each meeting drawing between 10 to 20 attendees.

Russell says the most compelling part of participating in User group activities is the almost limitless opportunity to learn more about the technology that Members rely on to perform critical functions.

In describing the way The Money Box uses the solution, Russell says, “We’re pretty simple – we use the main modules such as general ledger, HR and payroll, and accounts payable.” For use in the stores, the company’s IT team created software to manage transactions. Those transactions are sent in weekly and, using Integration Manager, fed back into Microsoft Dynamics GP. Russell says his company has also developed time-tracking software to manage its biweekly payroll, and those transactions are also imported back into Microsoft Dynamics GP.

Russell has always been impressed with the technology. His relationship with the solution began when it was time to switch from a DOS-based accounting system. During his search for other software options, he attended a one-day seminar where he saw a few solutions. “Great Plains was the one we went with, and it’s the one we’ve stayed with,” he says. “It’s affordable. It gets

the job done. And it’s continually upgraded and supported.”

At the same time, there are areas where Russell feels Microsoft could make improvements. “It seems like the HR and payroll side doesn’t get as much attention as the other modules in terms of having new features added and overall support,” he says. “So, through GPUG, and through the group that focuses on those modules, I’m always lobbying for new features and improved support.”

As a testament to GPUG’s clout, Russell’s lobbying has not gone unnoticed. “There’s a Microsoft employee who handles support for those modules, and I talk to her all the time,” he says. “At the moment, they’re seriously considering implementing an exceptions report. I feel that GPUG helped get us through the door at Microsoft to lobby for that.”

One of Russell’s responsibilities with GPUG is helping organize the annual Summit. “I recommend attending that because you get the chance to talk to lots of other Users,” he says. “It’s great to talk to the creators of it, but you really get something extra when you talk to people who use it every day, and at the Summit, most of the sessions are presented by people who use it every single day, just like you do.”

But between Summits, Russell keeps his knowledge fresh by participating in webinars that are developed for each module and for specific industries. Some webinars are hosted by Microsoft employees, which presents a great opportunity to see examples and ask questions.

And he’s hoping, of course, to augment all of his learning with regularly scheduled quarterly User group meetings in Austin. “I’m not a big networking type of guy, but it’s really good to talk to people,” he says. “When I talk to others who are using the solution, I always pick up a few tips on the solution itself and also on specific add-ons they’ve used. And it’s really helpful to bring people together with people from Microsoft and with vendors.”

To learn more about joining in the GPUG mix in Austin, contact Russell at [email protected]. GPUG

Company:The Money Box

Headquarters: Austin, Texas Interviewee: Landon Russell, controller Email: [email protected] Website: www.themoneybox.com

Established: 1981

Number of Employees: 220

Number of Users: 4

Microsoft Dynamics® GP User Since: 1996

GPUG® Member Since: 2009

showcaseuser member

Spring 2012 13

tips & tricks

I often tell the story of how I gained my Microsoft Dynamics GP knowledge through reading the eight or nine available manuals. In the “old days”, they were my only option. Today, however, there are so many options, from online manuals and trainings to social media to third party involvement

from a Partner.For those who love a good manual, printable manuals are

embedded in Microsoft Dynamics GP and are available by clicking the question mark in the upper right corner of the Microsoft Dynamics GP window and choosing “Printable Manuals.” The manuals are broken down by modules and subtopics, and I have found these to be most useful for things I do once in a blue moon such as creating a “new company.”

Microsoft Dynamics GP Online can also be accessed from the question mark in the Microsoft Dynamics GP window. Microsoft Dynamics GP Online provides documentation and resources for your version of Microsoft Dynamics GP, including the following links:

» CustomerSource – You will need to have had access granted to you by your Microsoft Dynamics GP administrator. Within CustomerSource you will find the following information:

•Newsandevents • Productandserviceinformation •Trainingandcertification • E-Learning • Downloadsandupdates • Recentandmostfrequentlyviewedknowledge-based

articles • MicrosoftDynamicsGPtechnicalandnon-technical

blogs • Documentation » E-Learning and Classroom Training Options – An

excellent resource for new employees and can easily be set up as part of a training plan

» Development and Customization – Provides you with a connection to the Microsoft Dynamics GP Developer Center for resources around Integration Manager, web services, Hyper-V™Server,andmore(yourITteamwillloveit)

» Support Information – Provides many of the same links as CustomerSource, plus:

• Support (both assisted and unassisted) – Many ofthese may be covered under your service plan with Microsoft

• WorkingforYou–Allowsyoutotailoryoursupportand training needs around your job description

• Getting More Out of Dynamics – Review otherproducts options or configurations

» Microsoft Dynamics GP Community – The Community is made up of Users like you, and the site is supported by Microsoft Dynamics. The Microsoft Dynamics GP Community offers the following:

• Blogs – Wide variety of topics from ManagementReportertoconversationsonproductfunctionality

• CommunityGuestColumns • TeamNewsandHighlights • AsktheCommunity–Thisisoneofmyfavorites;it’s

useful for the dayswhen you’ve run into a problemandcan’t thinkof theanswer.Tossyourquestiontothe community, and someone, somewhere has run into the same problem and will offer a resolution.

• MicrosoftDynamicsGPrecentlyaskedandansweredquestions

• CommunityMemberSpotlight • ExecutiveInsights • UserGroupInfo • TwitterFeeds(searchby#MSDYNGP) » Microsoft Connect (MSConnect) (https://connect.microsoft.

com)–Thissiteenablesyoutopostanenhancementsuggestionfor the next release of Microsoft Dynamics GP. Fellow Users have the ability to vote on your suggestion, and your idea may be part of the next release.

Asasupplementtoeverythingaboveandsomuchmore,we’refortunate to have our GPUG User community at hand. With so manyofferingsavailable,I’vefoundthefollowingtobeparticularlyhelpful:

» Regional Chapter Meetings – A way to connect with Users who live and work near you

» GPUG.com – Including links to blogs, a content library, discussion forums, and FAQs

» Lunch and Learn Programs – A great way to gain new ideas orrefreshpreviously-learnedinformation

» Special Interest Groups – These groups cover specialized areasofinterest,includinghealthcare,HR/payroll,businessintelligence, and reporting, to name a few

» GPUG Share my Code – Site where Users who have written code for different processes share it with other GPUG Users

Help is Just a Click Away

GPUG

by April Bauer

14 GPUG Magazine

» Certification Program – A new program that will be available for different areas of expertise in Microsoft Dynamics GP (starting with Accounts Payable)

Sometimes what you need doesn’t fit into any of the options above or you simply don’t have time to investigate on your own. That’s when a call to your Partner can help you out with the following:

» Technical Support – Answering your questions on implementations, upgrades, and general questions as well as error messages

» Assessments – Making sure that you have the right modules and products to do your job well

» Research Third Party Options – Get recommendations for ISV products that work well with Microsoft Dynamics GP and will solve your challenges

» Problem Solving – Extremely helpful when things are not going well; they can hold your hand when you are having a REALLY bad day

» Creating Customizations and Modifications – A payroll customization we wanted was also wanted by others; we split the cost of the customization

» Trainings – Focused on various topics from upgrades to year-end closings

And if all else fails, almost everybody is connected to some form of social media, whether it’s LinkedIn, Facebook, or Twitter. A quick search on one of those sites just might find you the answer you need.

There are so many more resources today than there were back in the “old days” of those eight or nine printed materials. Simply look up your question, ask the community, send an email, or pick up the phone. It’s that easy.

Disabling Outlook Integration on the Microsoft Dynamics GP Home Page

by Bob McAdam

I’m working on a Microsoft Dynamics GP 2010 R2 upgrade where the Customer is also moving away from local fat clients and transitioning to Terminal Services. In doing so, the CIO does not want Users running Microsoft Outlook on the new Terminal Server, so he prefers not to leverage

the Outlook integration with the Microsoft Dynamics GP 2010 R2 home page.

Managing this request properly involves two steps. The first item on the list was universally removing the check inside the checkbox in the ‘Customize Home Page’ window that reveals unread inbox count and some near-term calendar appointments from Outlook on the Microsoft Dynamics GP home page. This Customer has quite a few Users, so executing a SQL command against the sys-tem (DYNAMICS) database is a lot more efficient than doing this task manually. The table in question is the syHomePageLayout Table (SY08100), and the proper command to quickly execute this task is as follows:

Update DYNAMICS..SY08100 Set Visible = 0 where SectionID = 2The second item on the list involves preventing Users from

re-establishing this integration with Outlook. Access to the ‘Customize Home Page’ window is not restricted here (I highly encourage Users to customize their home page to make their Microsoft Dynamics GP experience even better!), but the checkbox is still visible and available as we don’t want anyone to find it and check it on their own! To solve this issue, Field Level Security is used.

While the Microsoft Dynamics GP security matrix was significantly overhauled a few years ago, Field Level Security ‘survived’, but is often overlooked. We used Field Level Security to hide the Outlook checkbox for all Users using the form, window, and field names shown in the partial screen shot below so Users wouldn’t accidentally re-enable what the aforementioned SQL command removed in the first step.

Problem solved and maintained!

Bob McAdam is a manager at Tribridge in Tampa, spending the majority of his time working in the Microsoft Dynamics GP delivery area with new and existing Customers.


By Bob McAdam IÕ m working on a Microsoft Dynamics GP 2010 R2 upgrade where the Customer is also moving away from local fat clients and transitioning to Terminal Services. In doing so, the CIO does not want Users running Microsoft Outlook on the new Terminal Server, so he prefers not to leverage the Outlook integration with the Microsoft Dynamics GP 2010 R2 home page. Managing this request properly involves two steps. The first item on the list was universally removing the check inside the checkbox in the Ô Customize Home PageÕ window that reveals unread inbox count and some near-term calendar appointments from Outlook on the Microsoft Dynamics GP home page. This Customer has quite few Users, so executing a SQL command against the system (DYNAMICS) database is a lot more efficient than doing this task manually. The table in question is the syHomePageLayout Table (SY08100), and the proper command to quickly execute this task is as follows:

Update DYNAMICS..SY08100

Set Visible = 0 where SectionID = 2

The second item on the list involves preventing Users from re-establishing this integration with Outlook. Access to the Ô Customize Home PageÕ window is not restricted here (I highly encourage Users to customize their home page to make their Microsoft Dynamics GP experience even better!), but the checkbox is still visible and available as we donÕ t want anyone to find it and check it on their own! To solve this issue, Field Level Security is used.

While the Microsoft Dynamics GP security matrix was significantly overhauled a few years ago, Field Level Security Ô survivedÕ , but is often overlooked. We used Field Level Security to hide the Outlook checkbox for all Users using the form, window, and field names shown in the partial screen shot below so Users wouldnÕ t accidentally re-enable what the aforementioned SQL command removed in the first step.




By Bob McAdam IÕ m working on a Microsoft Dynamics GP 2010 R2 upgrade where the Customer is also moving away from local fat clients and transitioning to Terminal Services. In doing so, the CIO does not want Users running Microsoft Outlook on the new Terminal Server, so he prefers not to leverage the Outlook integration with the Microsoft Dynamics GP 2010 R2 home page. Managing this request properly involves two steps. The first item on the list was universally removing the check inside the checkbox in the Ô Customize Home PageÕ window that reveals unread inbox count and some near-term calendar appointments from Outlook on the Microsoft Dynamics GP home page. This Customer has quite few Users, so executing a SQL command against the system (DYNAMICS) database is a lot more efficient than doing this task manually. The table in question is the syHomePageLayout Table (SY08100), and the proper command to quickly execute this task is as follows:

Update DYNAMICS..SY08100

Set Visible = 0 where SectionID = 2

The second item on the list involves preventing Users from re-establishing this integration with Outlook. Access to the Ô Customize Home PageÕ window is not restricted here (I highly encourage Users to customize their home page to make their Microsoft Dynamics GP experience even better!), but the checkbox is still visible and available as we donÕ t want anyone to find it and check it on their own! To solve this issue, Field Level Security is used.

While the Microsoft Dynamics GP security matrix was significantly overhauled a few years ago, Field Level Security Ô survivedÕ , but is often overlooked. We used Field Level Security to hide the Outlook checkbox for all Users using the form, window, and field names shown in the partial screen shot below so Users wouldnÕ t accidentally re-enable what the aforementioned SQL command removed in the first step.



April Bauer is CIO/CFO for CCP.

Spring 2012 15

Pam Misialek is in her 16th year at Microsoft where she serves as a senior product manager for Microsoft Dynamics GP. All but five years of her tenure have been devoted solely to Microsoft Dynamics GP, making Pam a veteran and trusted member of the Microsoft Dynamics GP community.

GPUG® sat down with Pam to talk about Convergence 2012 Houston, the highly anticipated next release, and what GPUG can do to help foster the community.

GPUG: What excites you most about the upcoming Convergence?Pam Misialek (PM): I’m really excited about DayONE. This year our groups (the Microsoft Dynamics GP team and GPUG) coordinated more effectively to make sure the content mixes well with the content for the rest of the event. In turn we’re providing Customers with more value for their Convergence experience.

For example, we’re covering FRx® for Microsoft Dynamics ERP content during DayONE, and then during Convergence, we’ll focus on Management Reporter so that Users can get the tips and tricks for their existing FRx installation and then find out what they need to do for the upgrade to Management Reporter. We’re also starting with introductory topics during DayONE and then moving to more advanced topics later on during Convergence.

GPUG: You’ve attended Convergence for years. What’s your recommendation for those Users who are new to the event?PM: Actually, the number one tip I always give is to drink lots and lots of water and to wear your most comfortable shoes, even if they’re not fashion-appropriate. On a slightly less practical level, always have a notebook with you and remember to write things down, because you’ll be so filled with information when you get back to your office

that you won’t know where to start. Before you leave the conference, pick one thing that you’re actually going to do. You don’t need a list of 100. You just need to pinpoint one thing that you can actually do.

GPUG: What do you feel is the most valuable aspect of Convergence?PM: Every year we have several sessions in the “50 Tips in 50 Minutes” format. I guarantee that every person in that room will learn something new. Even me. I will learn something in one of these sessions. We have our standard, “generic” 50 tips sessions, and then we also have some that are focused on User roles such as financials. Customers really enjoy that they can write the tip and download the session’s PowerPoint deck to get more of the details.

Our Interactive Discussions are also valuable. If you’re attending one, be ready to talk and discuss your experiences as the discussions are meant to be a forum where you share and talk with other Users. If you’re looking for a presentation format, you should attend a Concurrent Session during that timeslot.

GPUG: What’s your recommendation for Users who aren’t able to attend Convergence this year?PM: We do share a lot of the Convergence materials on CustomerSource, giving Users the opportunity to view content such as our “50 Tips in 50 Minutes” session, which is always a popular session. CustomerSource is a great place to find that type of information. It’s not the same as attending, but it gives you something.

GPUG: The next release of Microsoft Dynamics GP is coming up later this year. What can Users look forward to in the time leading up to the release?

Pam Misialek

16 GPUG Magazine

showcasemicrosoft member

Pam MisialekTM

TM GP

PM: First, the product now officially has a name – Microsoft Dynamics GP 2013 – and there’s going to be a lot of existing Customer functionality in this product. We used feedback from Microsoft Connect to find out what Customers wanted in the product and focused on some of the most requested functionality as our core features.

In addition to the enhanced functionality, Customers can stay with their current deployment or launch Microsoft Dynamics GP 2013 with an Internet browser. This gives Customers the power of choice, choosing whether they want to have their installation on-premise, hosted, or via the web client.

We’re not making Customers move to the cloud or an online experience; we’re just providing them with another option. For example, you could have your sales team, who may be on the road for travel, on the web client and keep your power Users on the desktop client, with the option of the web client if they need to work in the evening from home.

Another thing to look forward to is that between now and release, we’ll have a technology adoption program (TAP) program, which brings existing Customers live on a live and stable beta version of the product. We’re currently looking for Customers who will go live on the beta version this summer.

GPUG: If a User is interested in being part of the TAP program, what should they do? PM: We have an article posted on CustomerSource with more information, and we’ll talk about it during our General Session at Convergence. You can also contact [email protected] for more information.

GPUG: You mentioned that you collect and implement feedback from Microsoft Connect. Do you also gather feedback in person? PM: We conduct Conduit Sessions with GPUG, which gives Customers the opportunity to give feedback directly to our development team. Customers can ask for a feature and have a dialogue about why they want it, functionality, and more. Past attendees have received a lot of value from this session.

GPUG: Can changes be made yet to Microsoft Dynamics GP 2013?PM: While we’re locked on features for this release, we’re starting to look at Microsoft Dynamics GP “14”. It’s not too late to give feedback as we’re always working on a release. In fact, the development team is doing spec documents for the next version beyond 14.

GPUG: So Microsoft Dynamics GP 2013 was dubbed GP “12.” Are you skipping GP “13”?PM: There’s some history around that, similar to how hotels won’t have a floor 13. We’re skipping and moving right to 14. Microsoft Office and other products have done similar things. Don’t worry; we know how to count <laughs>.

GPUG: What can we as GPUG do to better serve the Microsoft Dynamics GP User community after Convergence and through the release of Microsoft Dynamics GP 2013?PM: After Convergence, we will be spending more time talking about the new functionality coming in Microsoft Dynamics GP 2013. We plan on leveraging GPUG to help bring awareness and understanding of this new major release to Users, and we’ll also ask our community to come together to talk about the new functionality and explore new ways of taking advantage of it. GPUG

Spring 2012 17

by Kim Peterson

It’s All About

When you ask people what works best at moving their careers ahead, the answer is often “networking”. This is true for when you are looking for references on potential software purchases, finding answers on how to be more

efficient, and the list goes on.Networking is key. It’s been important all along, and even more

important in today’s business climate. We believe GPUG® is one of the best tools you have when it comes to networking with others who can help you. Now, ask yourself - how do you become good at it?

Three Notable Networking Rules » Maintain a positive and supportive attitude based on the “givers

gain” philosophy. This means that sharing information should be reciprocal. It’s a good way of doing business, and you have experience that will help others.

» Mentally define your purpose when you approach networking activities. Are you looking for an answer to a product question? Are you interested in learning more about the accounts payable process from somebody who is walking in those shoes? If you define your purpose, you won’t leave the activity feeling like the only thing you talked about was the weather and the food.

» Remember that networking is an acquired skill. It takes education, training, and most of all, practice.

Growing Your CircleThe more people you network with, the greater your sphere of influence becomes. You likely already have a circle of strong contacts. These include your family, friends, business partners, clients, and business associates you work with every day. They are loyal and have a genuine interest in your future. They also provide you with better connections because they know more about you.

You also have casual contacts such as acquaintances, former colleagues, suppliers, and others who have common interests. These contacts provide you with greater exposure than you have today as they have connections with those out of your reach who, through a fostered relationship, could later evolve into being one of your strong contacts. That is the goal – to grow your strong contacts.

Heading Down the Networking PathNow that you know where to look for the opportunity, the three

basic rules, and with whom to network, here are some tactical steps to start networking more effectively and efficiently:

» Create a contact card in Outlook that you can distribute quickly and easily.

» Prepare an inventory of your contacts and determine if they are strong or casual.

» It’s not net-sit or net-eat – it’s NET“WORK” – you must “work” the network for paybacks.

» Practice your introduction. Sounds easy – who can forget their name? – but it’s key to create a memory within 60 seconds. (Check out the sidebar for an example.)

» Carve out an hour a week to call casual contacts and an hour a week for lunches with strong contacts. Plan ahead and get these on the calendar.

» Talk to other GPUG Members and begin to understand their interests. DayONE Convergence is a perfect time to meet others for follow-up conversations.

» Learn to ask a few key questions to start the conversation: •Whatyourroleiswithinyourorganization? •MayIaskwhatyourcompanydoes? •HowlonghaveyoubeenusingMicrosoftDynamicsGP?

» Say thank you. Find opportunities to thank those who are helping you within your network.

» After you meet someone, enter his/her info into your CRM system; send a thank you for his/her time and conversation. Always follow up on ideas and promises. This sets you apart.

» Record topics of conversations and the results so you can look back and remember your conversation. I often put notes on their business cards while I’m talking to them. It not only shows the value of your conversation, but it also helps you when you get back in the office.

Building your network increases your potential of getting answers quicker and more accurately, but it does take work on your part to become efficient at it. The longer you network, the better you get at it, and the higher the rewards you will receive. Your job satisfaction increases, and your “self-worth” is higher; it’s satisfying to live the givers gain philosophy.

So how can GPUG help you with your networking? Let me share three ways that come to mind:

ConferencesHowluckywearetohaveindustryconferenceswhereyoucanlearn

more about the products you depend on to run your business! GPUG offers an annual conference, GPUG Summit, each fall. (GPUG Summit 2012 will take place in Seattle the week of October 14.) Hundredsgather to hear and learn from fellow Users and subject matter experts (SMEs) about their experiences using Microsoft Dynamics GP.

GPUG is also instrumental during the week of Convergence, offering DayONE with 18 unique sessions presented by Users and

Networking in the Microsoft Dynamics GP CommunityConnections:Connections:Connections:Connections:Connections:Connections:

18 GPUG Magazine

SMEs at no additional charge to your Convergence registration. We also manage all of the Convergence Interactive Discussions and Birds of a Feather Sessions for Microsoft Dynamics GP.

Both Summit and Convergence afford you with the opportunity to meet people and experience information in an environment that you just can’t replicate over the phone or the Internet. While the scope of the events can be intimidating, it’s necessary to reach out to others to make connections and get the answers you need. These events recognizethatwalkinguptosomebodyandstartingaconversationcan be difficult, so both offer various activities and tools that enable you to make that first step a little easier.

Regional Chapter MeetingsIn most major cities, GPUG holds quarterly get togethers. These

are typically half-day sessions where SMEs present topics that are of interest to the group. Regional Chapter meetings also contain time set aside to network and learn from others in the room. There is nothing like knowing that someone down the street has been there, done that.

Special Interest Groups (SIGs)These are one of my favorite benefits of being involved with GPUG.

SIGs are designed for networking and are focused on a common interest, module, role, or industry. Users get together in an informal, virtual setting, and the presenter kicks off with sharing tips and best practices around a particular topic. From there, attendees have conversations about the topic, share tips, and discuss other issues that are challenging them. Members who are active in SIGs find them to be a great resource in learning how to do their jobs more efficiently and effectively. There isn’t another venue like this in our space.

GPUG

Introductions 101It may seem like a slam dunk, but many people find it easier to introduce others rather than themselves. Here are some tips to help you with literally getting your name out. Your introduction should include:

» Your name » Your business or profession » A brief description of your role/profession » Your memory hook: a quick, ear-catching phrase that will

help people remember you » A benefit statement of something you offer

You have less than 60 seconds to keep someone’s attention. Keep your intro in sequence, starting with your name first.

Here’s my example:Hi, my name is Kim Peterson. I lead GPUG, a Microsoft

Dynamics GP User group. We work hard to help Users gain more from their Microsoft Dynamics GP investment by offering more than 200 webinars a year and hosting in-person events. Could we help you?

Next StepsPlan and practice, as networking is an acquired skill. You can start

your plan today by taking one or two of the ideas shared in this article and putting them into practice. If you can commit to a plan, you will see rewards quickly. Remember its NET“WORK”, and it’s up to you to make it work. GPUG

Spring 2012 19

Unscramble these five Jumbles, one letter to each square, to form five Microsoft Dynamics GP related words. KEHCC LUEDRBI OPAYNCM EEYDTTIRX VYERNINOT Now arrange the circled letters to form the surprise answer as suggested by the cartoon.

"The accountant didn't know where to look for a collection of lost transactions." (Answers on Page XX)

Unscramble these five Jumbles, one letter to each square, to form five Microsoft Dynamics GP-related words.



Now arrange the circled letters to form the surprise answer as suggested by the cartoon.

(Answers on Page 24)



“The accountant didn’t know where to look for a collection of lost transactions.”

20 GPUG Magazine

Name:Noah Moseley, managing partner

Company:MSX Group, LLC Headquarters: Atlanta, Georgia Phone: 877-456-7632 Email: [email protected]

GPUG® Member since: 2010

GPUG: Tell me a little about MSX Group.Noah Moseley (NM): We’re a pretty new Partner, made up of members from the original FRx and Forecaster teams at Microsoft. We left Microsoft and FRx and are doing the same thing now as we did with Microsoft all those years. We have team members from coast to coast, and do business worldwide with anyone using FRx, Forecaster, or Management Reporter.

Consulting is the primary part of our business. We started out busy servicing Forecaster and FRx. Now, Management Reporter has been added and is taking off. People are speaking well about 2012 with regard to the economy, and we feel the same way.

GPUG: What’s been the biggest change from transitioning from inside to outside the Microsoft walls?NM: We feel a greater interaction with Users. In the past we didn’t go out and interact with people like we do now just by the nature of our former jobs. In starting and running a new consulting services business, the interaction between us and the User community has greatly increased, from emails to phone calls to face to face time during implementations. It’s been a challenging, but good, change.

GPUG: That’s great to hear! What are you seeing as far as User trends with regard to reporting and budgeting?NM: Management Reporter is replacing FRx, and we started to see the shift to Management Reporter over the last six months and it’s only picking up speed. FRx will be supported for several more years, but making the move to Management Reporter sooner than later is our recommendation.

GPUG: What are the considerations for moving from FRx to Management Reporter?NM: A huge thing to note is that FRx and Man-agement Reporter can run simultaneously. A lot of people try to avoid switching as they’re fearful of the change, but Users can run the products side by side without conflict. This makes it easier to get used to the new product ahead of time.

There are a lot more technical requirements with Management Reporter, and Users need to evaluate their servers and databases prior to the install…but we can help you with that.

GPUG: Is there talk about moving to web client for Management Reporter?NM: There is currently not a web client option for Management Reporter, but Microsoft is working on the ability to connect to SharePoint so Users can access reports online.

GPUG: What are your biggest plans for 2012?NM: Over the last couple of years we’ve been working to get our name out there, and we’re getting pretty good recognition in the industry. We are starting a virtual Users’ group conference April 18, 19, and 20 for FRx, Forecaster, and Management Reporter. Attendance is free and all of the details are on our website at http://msxgroup.com/ffmr2012.

GPUG: What do you like about the Microsoft Dynamics GP and GPUG communities?NM: Even though there is a huge variety of industries and locations, it’s a well-connected group. The events, from Summit to DayONE to Convergence, provide a lot of networking and interaction opportunities and it’s pretty easy for people to find others in the community who may be going through the same challenges. GPUG

showcasevar partner member

Spring 2012 21

Our PROVEN Payroll & HR enhancements make a GOOD thing GREAT!Microsoft Dynamics® GP Payroll and HR is good at managing payroll and human resources functions. But it could be great, with the enhancements we have developed at Integrity Data.

We understand the challenges you face, such as correcting inaccurate payroll entries, calculating overtime and tracking leave and FMLA. We know it would be easier if you could automatically e-mail direct deposit statements and W-2 statements to your employees.

And we’ve worked with Microsoft Customers and their trusted Microsoft Partners across the globe for over 15 years, making Microsoft Dynamics® GP Payroll and HR work even better, making it what they need it to be.

We can do the same for you.

www.gphrp.com • (888) 786-6162

Academy Corner

You can earn CPE credits from the GPUG® Academy! If you have a professional license or

accreditation and need continuing education credits, you can improve your Microsoft Dynamics GP knowledge and earn CPEs at the same time. CPE credits are available through the Academy for:

» All GPUG Academy Distance Learning classes » All GPUG Summit classes » Eligible DayONE sessions » Eligible GPUG Summit sessions

We are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Many other professional associations recognize NASBA accreditation as well.

To receive your CPE credits, simply request credit via the class survey or other form that is provided as part of the event. We’ll email you a certificate; it’s that easy!

did you know?

PRoFESSionAL CERTiFiCATionS now AVAiLABLE

AC

Check out the 2012 schedule of GPUG Distance Learning classes at GPUG.com/Academy. Live, instructor-led classes right from your desk!

Last fall, the GPUG Academy rolled out the first User certification specifically for Accounts Payable Users

using Microsoft Dynamics GP: the GPUG Professional Certification in Accounts Payable (PCAP). Being awarded the PCAP means that you’ve proven your knowledge and competency as a valuable Accounts Payable team Member because the program features a balanced variety of classes and a role-based approach. By acquiring the PCAP, you will benefit from:

» In-depth knowledge of Microsoft Dynamics GP and supporting tools

» Leveraging best practices related to the Accounts Payable function

» Differentiating yourself from your peers » An industry-recognized affirmation of

competence and expertise » An increased ability to contribute to your

organization’s goals » An enhanced understanding of the processes

surrounding the Accounts Payable function » The opportunity to earn CPE credits » A comprehensive yet customizable training plan

Choose from classes related to Accounts Payable,

SmartList Builder, Data Flow and Reporting, Year-end Close, Excel, and many others. You’ll take eight core classes, and then choose from 13 different electives, with training formats to match your schedule. The program curriculum is flexible so you may choose the classes that are relevant to your company’s environment and use of Microsoft Dynamics GP. All this, plus:

» It’s free to apply. » More than 90 percent of the program costs

goes towards actual training classes. » You have two years to complete the

certification by taking the necessary exam. No travel is required.

You can see all the details, the curriculum, and complete an application at GPUG.com > Academy Certifications. And stay tuned: we look forward to releasing the next certification, the Professional Certification in Accounts Receivable, in the second quarter of this year! GPUG

Spring 2012 23

contest

Are they working? Checking Facebook? This group from this past fall’s GPUG® Summit is definitely up to something. What would you name this photo? Simply email your submission to [email protected]; all submissions will be printed in the magazine’s next issue.

name that photoGPUG

jumbleanswers

CHECKBUILDERCOMPANY

DEXTERITYINVENTORY

BATCH RECOVERY

24 GPUG Magazine

Company:Professional Advantage

Interviewee:Brent Hitterdal, general manager

Headquarters: Fargo, ND Phone: 877-897-1209 Email: [email protected]

Website: www.profad.com

Established: 1995 in North America, 1989 in Australia

GPUG® Partner Member since: 2009

showcaseisv partner member

GPUG: Tell me about Professional Advantage.Brent Hitterdal (BH): Professional Advantage has its roots in Sydney, Australia and has 250 team members worldwide with offices in Australia, North America, and the United Kingdom. Our practice in Sydney started as a VAR, reselling and implementing Microsoft Dynamics GP.

Back then we saw a lot of functional gaps in the product and started to build our own products for clients. Our first products were completely horizontal in nature – collections management, national accounts, refund checks, and lockbox processing. Microsoft purchased most of those products and as Microsoft Dynamics GP evolved there were less gaps to fill, so we had to reinvent ourselves.

We then moved from horizontal products to being extremely vertical in what we do now, which revolves around the staffing and retail industries.

GPUG: Tell me about your products. BH: We still have one main horizontal offering, Company Data Archive, that is something that people definitely need, particularly if they’ve been using Microsoft Dynamics GP a long time or have a high volume of transactions. Company Data Archive provides a push button way to archive data, which helps optimize Microsoft Dynamics GP performance and de-clutter your live database, while still giving you access to the data.

1Staff Back Office (also knows as PAM) is intended for staffing companies and includes all the necessary payroll and billing functions right inside of Microsoft Dynamics GP. We have extended that product to Microsoft Dynamics CRM so salespeople and recruiters can use it for their processes.

We also have an integration with Microsoft Dynamics Retail Management System that allows multi-channel retailers to use Microsoft Dynamics GP.

GPUG: What do you like about Microsoft Dynamics GP?BH: Microsoft Dynamics GP has been around a long time, but it’s architected in such a way that you can still take advantage of new technologies. I was recently on a call with a Customer who has been using it since 1995, and they are constantly finding ways to improve their process and change the way they work.

Being in this industry that long also makes for a lot of great stories. Back in the day when we had Webhouse (now known as “Analysis Cubes” and sold by Microsoft) sales were slow and we had a sales process where we would actually use the Customer’s live data for a demonstration.

We were working with one retail client and after looking at their data, noticed that cash tenders would go down during particular employee shifts. They installed cameras and found out that some of their employees were pocketing cash rather than putting it in the register. We did a software demo, people got fired, and they saw an immediate financial impact.

It would be hard to script a better result. It was

a ‘demo homerun’ with an immediate clear and actionable ROI. They had to buy the product…but they didn’t. Just when you think you have it all figured out. I mean really, how could you better present the value of a product?

GPUG: <laughs> Good point! Besides crime investigation, what makes Professional Advantage different than competitors?BH: We’re pretty much the only provider of the with an archiving product for Microsoft Dynamics GP – really, I think we turn up in eight of the top 10 internet searches under GP data archive – so there’s not much competition there.

We are usually competing with pretty industry specific and non-Microsoft Dynamics related organizations in the staffing industry. We take advantage of the Microsoft Dynamics platform and add industry-specific functionality while most of the organizations we are selling against have built an entire solution from the ground up. Regardless of industry, it is something that Microsoft Dynamics ISVs have in common and is a key selling point for us.

GPUG: What do you have coming up for Customers?BH: We still do collections management development for Microsoft Dynamics GP, and there are a lot of improvements coming out to automate the collections process, including some more advanced email capabilities than those that are available now.

One of the best things about Microsoft Dynamics GP is the community and the number of ISV solutions available. This creates an issue for the collections process in that a Customer can create invoices with any of number of ISV products. We are working on the capability of handling the collections process for invoices from virtually any third party product.

The other solution we’re working on is in the healthcare staffing space and includes automating the steps necessary when a new hire is made. There are a lot of steps involved to ensure compliance around tax forms, licenses, background checks, drug tests, etc. We’re creating a portal where the steps can be customized to the worksite and position so a Customer can specify what is needed and can make sure they’re not sending somebody out into the field without all the proper procedures followed. Eventually it could also be applied to any HR department and their onboarding process.

GPUG: What’s been the greatest benefit of being involved in GPUG?BH: We’ve done webinars for GPUG Members, and our involvement gives us a great way to reach Microsoft Dynamics GP power Users. With respect to conferences, GPUG Summit brings together people who are deep into functionality and what Microsoft Dynamics GP can do. Everyone you talk to has the potential of being somebody you can collaborate with, and that in itself provides great value and opportunity for growth. GPUG

Spring 2012 25

Don’t have accurate inventory and asset data?

That’s nuts.

Inventory Management4 Receiving

4 Transfers and Moves

4 Inventory Usage

4 Order Picks

4 Stock Counts

… and more

Fixed Asset Tracking4 Add New Asset

4 Update Asset

4 Validate Assets

… and more

Field Sales4 Take New Order

4 Point of Sale

4 Order Delivery

4 Accept Payment

… and more

Now you can add the power and efficiency of barcoding to Microsoft Dynamics® GP with the easy-to-use PanatrackerGP data-collection system.

PanatrackerGP is directly integrated to Microsoft Dynamics® GP, so your inventory and asset data is managed in a single database. Collect your data at the point of the activity and gain control of your inventory, asset, and sales data.

Our affordable solutions can be implemented in just a few short hours.

Don’t be nuts. Call Panatrack today for a FREE demo.

Visit us at Convergence

2012 Booth #1507

… and more

e. Collect your data at the point of the activity and gain control of your

Our affordable solutions can be implemented in just a few short hours.

Visit us at

262.646.3590 | [email protected] | www.panatrack.com

© 2012 Panatrack Inc. Learn More

GPUG® connects Members of the Microsoft Dynamics GP community through User-to-User networking, collaboration, and education. As Premium Members, Users save thousands of dollars a year through free in-person events, saved consulting time, discounts

on events and training, and more. Being a Premium Member has helped me gain knowledge faster and easier – and for less money.

As a Premium Member, I have the opportunity to collaborate with other Microsoft Dynamics GP Users. Whether you’re a CFO (like me), an HR/payroll specialist, a database administrator, a finance professional, or have a different role at your company, you’ll discover Users with relevant challenges and successes, experts in your industry, and educational opportunities that relate directly to your business priorities and objectives.

I feel it’s my job to help my company maximize our return on our business solutions investment. Industry statistics show that most Users are using less than 40 percent of the capabilities in Microsoft Dynamics GP. For some, it’s because that is what they were taught; for others, they have not taken the time to fully explore Microsoft Dynamics GP. As a Premium Member, I learn and share real-world experiences with other Users who use the same software I do day in and day out. We all use it in our own way, and we share and learn from one another.

Why Invest in GPUGEach year GPUG hosts around 200 virtual events that provide

collaborative learning opportunities right at your desk. These live webinars are conducted in a variety of formats, allowing you to engage in the way that suits you best. You can learn about Microsoft Dynamics GP features, participate in a Special Interest Group with other Users in your role or industry, or learn about innovative solutions available from leading Microsoft ISVs.

Regional Chapters are a great way to connect with fellow Users in your “neighborhood”. GPUG’s Regional Chapters meet face-to-face, typically quarterly, for open sharing and networking through roundtable discussions.

The GPUG Academy offers a wide variety of professional, cost-effective training opportunities for improving your use of Microsoft Dynamics GP and advancing your business effectiveness. Academy courses are offered on countless topics and in a variety of formats, allowing you to participate when and how it works best for you. You can’t beat this opportunity to learn from many of the best industry subject matter experts. (See page 23 for more information on the GPUG Academy.)

It’s the Only Way to Go!by Mike McDowell, President of GPUG

PREMIUMMEMBER

What You Can Save Here’s an example of how Premium membership can save you

money with just two Users within your company becoming active in GPUG (and saving you $150 per hour in consulting fees):

» Premium membership saves you $200 per GPUG Summit attendee.

» Regional Chapter meetings are FREE. » Premium Members have FREE access to GPUG Academy

eLearning. » On average, you’ll save $70 per course on GPUG Academy

distance learning courses. » During GPUG Summit, you’ll save an average of $100 to $150 for

each course you take; plus you will earn CPE credits.I’m confident that our company has saved more than $10,000 a

year by leveraging what GPUG offers and in what we’ve saved by not paying for high-level advice. All this, plus:

» Following GPUG conferences, Premium Members have access to session materials to review and share with fellow teammates.

» Premium Members have access to all virtual events. » Premium Members have access to all recordings and materials

provided in GPUG webinars, enabling you to learn 24 x 7 and to share valuable webinars with others in your company.

» Special Interest Group meetings are offered only to Premium Members.

» The GPUG Member Directory provides great value when you want to reach out to Users in your neighborhood, industry, role, and so on to collaborate on questions, references, and best practices.

» GPUG offers CPE credits for distance learning and classroom training. That in itself is a great time and budget savings without leaving the office or by leveraging your time at events and conferences.

Go PremiumIf you are not yet a Premium Member of GPUG, we invite you on

board. If you are, thank you for supporting the GPUG community. GPUG offers a wealth of opportunities to network and learn, and being a Premium Member only increases those opportunities. Go Premium today! GPUG

PREMIUM…

Spring 2012 27

800.997.9921 www.altec-inc.com

Retool Your

Business Processes

Capture, Create and Process Documents

In today’s highly competitive marketplace, you need the right tools to maintain a healthy bottom line. Use the power of your Microsoft Dynamics ERP solution coupled with doc-link™’s tight integration to increase control, document visibility, productivity and customer service. With the versatility of doc-link, you can do it all!

doc-link, document management and workfl ow solution, is the perfect tool to simplify your business processes.

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 GPUG® offers 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!

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 Web site (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 49

The List Table of Contents

KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale

30 GPUG Magazine

Agriculture

Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 314REAP - Renewable Energy Agricultural Processing Manage commodity procurement, con-tracting, settlements, inventory & BI.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Commodity ProcurementAutomate AP for the harvest, hauling, & purchase of crops, grain, & fish. Manage prices, deductions, taxes, & GL accruals for delivery tickets.

Sierra Workforce Solutions

www.sierraws.com • 800-822-0973 Sierra Workforce Solutions A leader in the time clock and time and labor management solutions industry. Microsoft Silver Certified, our proprietary software allows us to migrate data from any time and attendance system to any payroll system.

Apparel

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105EDI Embeds logical mapping tool inside NAV for seamless mapping of EDI to business transactions & associated NAV documents. Standard X12. VAN avail.

RedTail Solutions www.redtailsolutioins.com • 508-983-1900RedTail EDICloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO.

Automotive

AIM Computer Solutions, Inc. www.aimcom.com • 586-439-0300AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.

Data Masons Software

www.datamasons.com • 866-575-1631Vantage Point EDI for DynamicsData Masons helps companies leverage EDI into a competitive advantage by pro-viding tight integration with Dynamics, without customizations.

First Tech Direct www.axforauto.com • 248-291-0138AX for AutoAIAG Labels, Release Accounting, CUM Mgmt, Supply Chain Mgmt, Sub-Contracting, APQP, PPAP, Repetitive Mfg, MMOG, Multi-Output BOM, Kitting, ILVS.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105Automotive ACE Automotive EDI inside NAV. ASN, Forecast/Release and Labels.

Aviation

Cincom Systems, Inc. erp.cincom.com • 800-224-6266NEW: Cincom Control Optimize ERP and simplify the complex business processes to realize 30:1 ROI and double-digit gain in profits. Meet us @Convergence booth #1346.

Chemicals

BatchMaster Software, Inc. www.batchmaster.com/solutions/dynamics-gp/overview.asp • 949-583-1646 ext. 226BatchMaster Manufacturing for Microsoft Dynamics GP In-built to Microsoft Dynamics GP, not an integration. Manages formulation, compliance, quality, production & planning for Food, Chemical, Cosmetic, Personal Care, Nutraceutical & Pharmaceutical manufacturers.

Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Inventory I/O Control Manage by-prod. inv. levels. Record & track unlimit. # of scndary items.

Fullscope www.fullscope.com/microsoft-dynamics-chemical-accelerator.php • 256-771-7050Fullscope Chemical Industy AcceleratorHandles requirements like active in-gredients, formula scaling for potent ingredients, tracking lot inheritance from parent-child items & more.

Vicinity Manufacturing

www.vicinitymanufacturing.com • 770-421-2467VicinityWritten for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

Churches and Ministries

BGE, Inc. www.bgeinc.net • 877-656-8800FundVisionPowerful fundraising, donor manage-ment software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

InterDyn Artis www.proclaimcrm.com • 888-841-0505ProclaimCRMChurch management software for ministries built on Microsoft CRM providing member & group mgmt, web portal, contribution tracking & much more.

Construction

AXtension www.axtension.com/index.php/en/applications/axtension-solutions/visual-project-planning • +3177 323 2622AXtension Visual Project PlanningGraphical planning of projects, resources and materials.

Consumer Packaged Goods

Absolute Value www.absolutevalue-us.com • 678-389-7289Absolute 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.

Accellos, Inc. www.accellos.com • 719-433-7000Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics.

Arbela Technologies www.arbelatech.com • 949-291-4777NEW: 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 www.BusinessSysInteg.com • 866-871-2097EDIBSI EDI is designed with you in mind-the smaller/medium-sized enterprise.

Collins Computing www.collinscomputing.com • 800-943-9211Dynamic CPGOptimize profitability with the Dynamic CPG solution. Includes Product Lifecycle Management, Landed Costing, and Demand Forecasting/Planning, all inte-grated with Microsoft Dynamics AX for consumer goods.



Flintfox International Limited www.flintfox.com • 404-245-5116 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 724-940-5520 ext. 335HighJump 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® www.lanhamassoc.com • 678-379-4200 ext. 105ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Total solution inside NAV. No integration issues. 80,000+ us-ers worldwide.


Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenish-ment solution with DRP, collaboration, promotions, drill down visibility & multi rollup views.

IndustryIn

du

St

ry


Spring 2012 31


RockySoft www.RockySoft.com • 970-493-0868 ext. 105Inventory Management and Supply Chain Planning Pack Light Inventory Management Suite-Forecasting, Inventory Management, Purchase Order Planning, Vendor Lead Time Management, Retail Store Planning and S&OP.

SPS Commerce www.spscommerce.com • 866-245-8100Trading Partner ComplianceSoftware-as-a-Service (SaaS) EDI and Label Services.

Cross Industry Solution

Altec www.altec-inc.com • 800-997-9921 ext. 1255doc-link Integrated Document Management Capture, workflow, route & archive with doc-link, Integrated Document Management for Dynamics SL, AX, NAV & GP.

Arbela Technologies www.arbelatech.com • 949-291-4777NEW: 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.

Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120Ariett Purchase & Expense SolutionsManage Purchasing and Travel Requests, Employee Expense Reporting, Vendor Invoices & Electronic Documents.

AssureSign LLC

www.assuresign.com • 407-670-0400AssureSign Electronic Signature SoftwareIntegrated cloud or on-premise enterprise class Electronic Signatures.

AvidXchange, Inc.

www.avidxchange.com/landing/microsoftdynamics • 704-971-8128Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Bottomline Technologies www.bottomline.com/dynamics • 866-551-6934Create!form® Complete Document & Payment Automation: Customized & deliver Dynamics output, including MICR checks. Easily reformat data, building “intelligent forms” & generate streams for print, fax, email, archive or web.

Bottomline Technologies www.bottomline.com • 800-472-1321Transform Content CenterDigital document archive, search and retrieval of business documents.

Bottomline Technologies www.bottomline.com/transformap_ax866-551-6934TransformTM APIntegrated AP invoice capture, configurable workflow and storage. Link invoice data directly to AX for automated matching of PO-based invoices plus exception pro-cessing with online review and approval.

Business ComputersSoftware, Inc.

www.business-computers.com • 303-494-9390Time 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.


COGEP Inc. www.cogep.com • 418-626-2503 ext. 144NEW: GUIDE Ti ™ / Totally Integrated Maintenance SoftwareCMMS/EAM - Manage the actions and costs related to the maintenance of strategic assets - buildings, distribution/produc-tion equipment and vehicles. Guide Ti™ seamlessly integrates to Dynamics ERP.

Datahaven for Dynamics www.datahaven4dynamics.com • 757-222-2000Datahaven for DynamicsDatahaven is the only scanning, OCR, and workflow solution natively embedded “not simply integrated” throughout the Microsoft Dynamics NAV user experience and available to non-NAV users from Microsoft Outlook.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336Investor Relationship Manager Effectively manage 3rd party investments - increase shareholder satisf.

Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reoprts & queries on the fly.

Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Recurring Contract BillingAutomate cyclical billing processes & improve cust. & contract mgmt. Auto- generate scheduled invoices reducing billing & invoicing time.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336Project 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.

eRequester by Paperless Business Systems www.erequester.com • 206-256-0771 ext. 123eRequesterWeb Requisition, Workflow, PO & Expense Approval and Receiving system.

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1Commission 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.

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1Next Numeric CollectionAuto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs.

ImageTag, Inc. www.imagetag.com • 480-753-9300KwikTag Document Capture & Workflow for DynamicsPowerful. Practical. Proven. More choose KwikTag’s document & case mgmt.

Integrated Software, Inc. www.isiusa.com • 321-984-1986Request For QuoteCreate RFQs. Save Vendor responses. Auto-create PO’s and Sales Quotes.

Integrated Software, Inc. www.isiusa.com • 321-984-1986Credit 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.

ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960dotStore eCommerceComplete eCommerce solution for B2B/B2C and iPhone/Android devices.

ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960popXMLDocument exchange automation for POP in Dynamics GP.

ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960Project Budget Manager for Business PortalMaintain Templates, Contracts, Projects, Budgets & Resources within BP.

JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm800-580-2595 ext. 462JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM with ADP payroll.

kCentric Technologies Inc

www.k-ecommerce.com • 514-973-2510 ext. 226NEW: k-eCommerce ecommerce solutionB2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilingual, multi-currency SaaS, On Premise.


Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105E-Ship Shipping from sales order through mani-fest.Package carriers available.

Liaison Software Corp

www.liaisonsc.com • 714-543-9877 ext. 201Liaison Messenger EDDBatch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.

PaperSavePro www.PaperSavePro.com • 877-727-3799PaperSavePro PaperSaveProTM is a Certified for Microsoft Dynamics document management and electronic workflow solution that elimi-nates inherent risks and inefficiencies associated with paper.

Paramount Technologies

www.paramounttechnologies.com248-960-0909WorkPlace 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.

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www.paramounttechnologies.com248-960-0909WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Professional Advantage www.profad.com • 701-235-2363Company 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 www.solverusa.com • 310-691-5300Solver - BI360Excel-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Dynamics.

Education

Avastone Technologies LLC www.avastonetech.com • 920-687-4797NEW: Teacher Contract Management for PayrollCalculate/manage multiple contracts w/ unlimited terms/scales/events; add addtl compensation via multiple accounts; calculate backpay, retropay.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Advanced GL CloseAdds multiple GL segment selection capability during year-end close.


www.paramounttechnologies.com248-960-0909WorkPlace for Education Budget & purchase against capital proj-ects. Track requisitions, robust approval process, powerful RFQ, Project, Time and Expense.

Equipment dealers

Concept Computer Corporation

www.dealershipdynamics.com • 800-561-5852NEW: 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


AvidXchange, Inc.


Food and Beverage



Appolis www.appolis.com • 612-343-0404WithoutWireTM WarehouseAppolis WithoutWireTM Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.

Arbela Technologies www.arbelatech.com • 949-291-4777NEW: Arbela TechnologiesWith over 100 years of cumulative ERP, 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 www.ascsoftware.com • 937-429-1428ASCTrac Award 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.com317-573-2583NEW: Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specific functionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profit margins and asset utilization.


Flintfox International Limited www.flintfox.com • 404-245-5116 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).


Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 1600 companies live.


Merit Solutions, Inc. www.maxfoodsoftware.com • 630-614-7133NEW: MAXFoodBuilt-in Food Safety and Recall procedures - on-premise or in the cloud.

Metafile Information Systems, Inc.

www.metaviewer.com • 507-286-9232MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eIn-voicing, workflow, and AP/AR Automation.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Sales ManagementReal-time web based Sales Mgmt with BI, automated emails, workflow, logistics, & contracts. Automation of promotions, commissions, freight charges, & GL ac-cruals. Full support for Catch Weight and multi item UofM.


Trinity USA www.trinitypartner.com • 877-879-0983Trinity Food and Beverage BundleComplete bundle enhancing SOP, POP, Inventory & Pricing + Catchweights.



Franchises

Enliven Software www.enlivensoftware.com • 866-439-5884F^3 Fidesic For Franchise OrganizationsCollect royalties and process payables w/ workflow from multiple sites.

Gaming

DFC Consultants, Ltd www.dfcconsultants.com • 701-281-6112Tribal GamingExperience in Tribal Gaming entities resulting in substantial ROI.

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Glass

GTS Services, LLC www.gtsservices.com • 800-563-8555NEW: GlasPacLX • Retail (Auto & Flat) • Res. & Comm. Glazing • Wholesale Manage your entire glass operation with GlasPacLX and GP.

GTS Services, LLC www.gtsservices.com • 800-563-8555NEW: LX-Connect • B2B eCommerce Sales B2B web-portal for the auto glass market.

Government


Manatron, Inc. www.manatron.com • 866-471-2900Manatron GRM TaxProperty tax billing and collection solu-tion for collection officials.


www.paramounttechnologies.com248-960-0909WorkPlace 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.

Government Contracting


Unanet Technologies www.unanet.com • 703-689-9440Unanet Project PortfolioResource planning, time/expense tracking & project accounting for GP/SL.

Healthcare

Ariett Business Solutions, Inc.

www.ariett.com • 781-826-1120Ariett Purchase & Expense SolutionsManage Purchasing and Travel Requests, Employee Expense Reporting, Vendor Invoices & Electronic Documents.

AvidXchange, Inc.


Computer Information Enterprises

www.compinfo.com • 949-263-0910ImageLinkImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

Horizons International www.hzs.com • 800-287-8014 ext. 811Quality Essentials SuiteIntegrated functionality for quality man-agement including real time data entry, decimal place precision, COA, root cause and non conformance reporting, excel exports for data analysis, serial/lot holds for Dynamics.

Integrated Software, Inc. www.isiusa.com • 321-984-1986Health Care ManagementBilling and Financial Mangement for Home Health and Long Term Care.

Kronos Incorporated www.kronos.com • 800-225-1561 Workforce Central® SuiteSeamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.


www.paramounttechnologies.com248-960-0909WorkPlace for Healthcare Drive down costs & control purchases in your material management process. Operates in single & multi-site facili-ties, from Requisition through Invoice Automation.


www.sierraws.com • 800-822-0973 Sierra Workforce SolutionsA leader in the time clock and time and labor management solutions industry. Microsoft Silver Certified, our proprietary software allows us to migrate data from any time and attendance system to any payroll system.

High tech and Electronics


www.ariett.com • 781-826-1120Ariett Purchase & Expense SolutionsManage Purchasing and Travel Requests, Employee Expense Reporting, Vendor Invoices & Electronic Documents.

Axonom www.axonom.com • 952-653-0400NEW: Powertrak Solutions to service customers and part-ners with web self-service, partner/dealer loyalty tools, streamlined quote-to-order processing and more.

Cincom Systems, Inc http://acquire.cincom.com • 800-224-6266Cincom AcquireTM Cincom AcquireTM automates the con-figuration of complex products, pricing, services & delivers guided selling, product configuration & proposals.

Experlogix, Inc. www.experlogix.com • 805-504-9729 ext. 707Experlogix 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, accelerating proposal development times and increas-ing quote-to-order ratios.

QBD Systems www.qbdsys.com • 800-743-9003Universal PLM IntegrationIntegration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Tenrox www.tenrox.com • 877-483-6769Tenrox Project Management Tenrox cloud project management soft-ware is a workflow-driven solution to manage portfolios & projects. Built on the Microsoft platform and offers certified integrations to all leading Accounting and CRM solutions.

Industrial Equipment


Insurance

AssureSign LLC


Labor unions

Micro Force www.micro-force.com • 631-421-1030 ext. 302LM2 Reporting System for Labor Unions who use GPLM2 COMPLIANCE MADE EASY - Comply with LM2 reporting while processing transactions effortlessly in GP: vouchers, checks, credit cards. Changes to vouchers for LM2 purposes after posting. Annual electronic filing.

PN3 - Interactive Document Solutions www.idsdocs.com • 703-855-6643PN3 SolutionsWeb-based purchasing and accounts payable workflow solutions with seamless integration to Dynamics GP, SL and NAV.

Life Sciences

Fullscope www.fullscope.com/s_toolkit.php256-771-7050Fullscope FDA Validation Toolkit for Microsoft Dynamics AXAccelerates validation due diligence and ensures regulatory compliance.

Merit Solutions, Inc. www.maxlifesoftware.com • 630-614-7133NEW: MAXLifeExtended Quality and Compliance Management - on-premise or in the cloud.


www.paramounttechnologies.com248-960-0909WorkPlace 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


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Manufacturing

5280 Solutions www.5280SharePoint.com • 303-696-5280Dynamic Payables - SharePoint Invoice AutomationDynamic Payables, a SharePoint-based AP automation solution includes OCR, workflow, reporting & direct integration with Microsoft Dynamics.

AIM Computer Solutions, Inc. www.aimcom.com • 586-439-0300AIM Vision Focused on automotive: SCM, mixed mode, repetitive ERP. Many references.


ASC Software www.ascsoftware.com • 937-429-1428ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.


AXtension www.axtension.com/index.php/en/applications/axtension-solutions/advanced-production • +3177 323 2622AXtension Advanced Production Production insight and control on the shop floor.










Greg Frazier, CPA, PLLC www.gfcpa.com • 313-931-0522MARS 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!




Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105AFP (Advanced Forecasting and Procurement) for Manufacturing Compares component time-phased demand to dynamic vendor lead-time to purchase just-in-time for production. You can inventory a single item as a component or supply it as a product for customers. Visibility & control.




Manufacturing Resource Partners www.mrpconsulting.com • 775-849-1171Dynamics 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.



Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Sales ManagementReal-time web based Sales Mgmt with BI, automated emails, workflow, logistics, & contracts. Automation of promotions, commissions, freight charges, & GL ac-cruals. Full support for Catch Weight and multi item UofM.


www.sierraws.com • 800-822-0973 Sierra Workforce Solutions A leader in the time clock and time and labor management solutions industry. Microsoft Silver Certified, our proprietary software allows us to migrate data from any time and attendance system to any payroll system.




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Property Management

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Invoice Cloud for Dynamics GPProvides online invoice processing branded for each billing entity.

DFC Consultants, Ltd www.dfcconsultants.com • 701-281-6112DFC HousingTribal Housing: Rent Calculations, Wait List, Certifications, Work order.

Publishing

Eclipse Computing, Inc www.us.eclipsecomputing.com 201-746-6255 ext. 201Royalty 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. www.libertygrovesoftware.com • 630-858-7388EQM Rental ManagementA fully integrated solution supporting rentals, service and bulk items.

retail

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Multi-Dimensional Inventory Uses style-based configuration that sup-ports indefinite number of user defined attributes per SKU. Integrates with & auto-generates Item groups in SOP & POP modules. Fully compatible with standard GP functionality.


Avalara, Inc.

www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certificate management, fill-ing and remittance solution for Microsoft Dynamics.

Media and Entertainment


InterDyn AKA www.dynamicsadvantage.com • 212-502-3900DynamicsADvantage 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.

United ERP, LLC www.unitederp.com • 201-567-6315Royalty Accounting SoftwareAXIP monitors your Royalty Lifecycle, from contracts, product develpment approvals, automatic royalty calculations, compliance checking with audit tracking, automated statement reporting, forecast-ing and much more.

non-Profit Organizations

Accounting System Integrators www.asillc.com • 203-239-7740Non Profit PlusFund and Grant Management, Encumbrance and Due to/from Fund Accounting.




www.paramounttechnologies.com248-960-0909WorkPlace for Non-Profits GL Distributions, Fund Accounting, Audit Trails, Requisition & Expense.



Oil and Gas



Corporate Services

www.corpservice.com • 800-293-6822TrackQuip 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 accu-rately run your business.

Pharmaceuticals


Fullscope www.fullscope.com/s_toolkit.php256-771-7050Fullscope FDA Validation Toolkit for Microsoft Dynamics AXAccelerates validation due diligence and ensures regulatory compliance.

Printing/Converting

Computer Productivity Services Inc. www.cps.financial.officelive.com/PrintManagement.aspx • 905-847-7746CPS - Production Management for Labels and Flexible PackagingEstimates, Order Management, Scheduling, Shop Floor, Job costing.

Professional Services


ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960Project Budget Manager for Business PortalMaintain Templates, Contracts, Projects, Budgets & Resources within BP.

JOVACO Solutions Inc. www.jovaco.com • 888-988-3535 ext. 117JOVACO Project SuiteProject accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive report-ing, multi-company & inter-departmental capabilities.


Professional Advantage www.profad.com • 701-235-23631Staff for Microsoft Dynamics 1Staff provides an end-to-end solution for staffing organizations from resume parsing to generating financial statements. One solution your sales, recruiters and financial staff can all use.

Red Chair Solutions (formerly Marcil Technologies) www.redchairsolutions.com • 701-478-7087RCS Project Accounting with Xpede.NETRCS 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.

Solugenix Corporation www.solugenix.com • 866-749-7658JOGG, Mobile ERP AppMobile ERP Apps for AX and Professional Services Organizations. Designed to Run on the most popular Tablets & Smart Phones.



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yIgnify www.ecommercefordynamics.com888-446-4395Ignify eCommerceBusiness-to-consumer (B2C) web store & Business-to-business (B2B) ecom-merce solution integrated with Microsoft Dynamics. SEO and PCI Certified.

ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960dotStore eCommerceComplete eCommerce solution for B2B/B2C and iPhone/Android devices.






Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112PanatrackerGP Mobile SalesAdding mobility to sales transaction processing for Dynamics GP.

Professional Advantage www.profad.com • 701-235-2363RMS 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 www.profad.com • 701-235-2363Retail Analytics (RA) and Merchandise Planning (MP)Easily analyze Microsoft RMS sales, inven-tory levels, and purchasing with Retail Analytics. Add Merchandise Planning to provide sophisticated store replenishment and merchandising along with open-to-buy capabilities.


zeroedin www.zeroedinsolutions.com866-761-5693 ext. 103zeroedin for RetailISV offering scalable, multi-channel, integrated retail cloud solution.

zeroedin www.zeroedinsolutions.com866-761-5693 ext. 103touchpointzExtends standard NAV sales order func-tions to become a selling channel.

Social Services


Software Manufacturers



Staffing/recruiting


transportation

Dynamics TMSYour Source for Microsoft DynamicsTransportation Software Solutions

TM

Next Generation Logistics, Inc.

www.DynamicsTMS.com847-963-0007 ext. 136DynamicsTMS® Transportation Management SystemThe plug & play system includes full Parcel, LTL, TL, & Intl tariff mgt.


utilities


www.paramounttechnologies.com 248-960-0909WorkPlace for UtilitiesImprove efficiency & reduce costs. Budget & purchase against capital projects.Track requisitions, robust approval process, powerful RFQ, Project, Time & Expense.

Warehouse Management

Accellos, Inc. www.accellos.com • 719-433-7000Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Alba360 WMSBar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping.

Appolis www.appolis.com • 612-343-0404WithoutWireTM WarehouseAppolis WithoutWireTM Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.


AXtension www.axtension.com/index.php/en/applications/axtension-solutions/kitting • +3177 323 2622AXtension KittingMultiple items dynamically combined into one product.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Operations Core Help your backoffice work more effectively with your warehouse.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Advanced FulfillmentPowered by Visual Warehouse - Automate ASN, Invoicing, & Order Desk.

FASCOR www.fascor.com • 513-421-1777 ext. 103NEW: FASCOR WMSTrusted solutions for Warehouse and Transportation Management with industry leading integration to Dynamics GP. Fully integrated, the FASCOR WMS delivers Tier 1 functionality for all size companies.

iNECTA llc www.inecta.com/rtia.html • 305-254-1443Real Time Inventory AgingView the aging of inventory in real time. Copy paste to Excel.

Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112PanatrackerGP for Inventory ManagementAdding bar code data capture to GP to capture inventory transactions at the point of activity.

Schedeler Solutions, LLC www.schedelersolutions.com • 517-796-9470StockStat/GPAutomated inventory data collection solutions that use barcode scanning.

Wholesale trade: durable Goods






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Horizontal

Analytics

deFacto Global, Inc.

www.deFactoGlobal.com203-894-1789 ext. 221deFacto Performance ManagementOptimize financial performance with the premier “all-in-one” Dynamics product for budgeting, forecasting, consolidation, analysis and reporting.


Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Project 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.

Jet Reports www.jetreports.com • 503-608-3602Jet Enterprise Jet Enterprise is Business Intelligence made simple. Role tailored cubes and data warehouse for NAV and GP. Affordable analytics brought to you by Jet Reports, with over 50,000 users worldwide.


Asset Maintenance


Automation

mc² www.mc2software.com • 303-364-5959GP AgentSchedule maintenance - checklists, script statements, reconcile & more.

Banking

Strategic Solutions NW getbizax.com • 503-924-3121NEW: 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


www.deFactoGlobal.com203-894-1789 ext. 221deFacto Performance Management Optimize financial performance with the premier “all-in-one” Dynamics product for budgeting, forecasting, consolidation, analysis and reporting.

Dynamic Budgets www.dynamicbudgets.com • 720-515-1565Dynamic BudgetsBetter, Faster, Easier Budgeting for GP (unveiling NAV support @ Convergence)! Budget templates can be deployed within hours, and the centralized app typically reduces our customers budgeting process by weeks.

Business Intelligence

Accountable Software

www.accountable.com • 610-983-3100Dynamics ReportingLIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.

Accountable Software www.accountable.com • 610-983-3100Dynamics 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.

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AXtension www.axtension.com/index.php/en/applications/axtension-solutions/kitting+3177 323 2622AXtension KittingMultiple items dynamically combined into one product.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Chargeback ProcessingProvides deductions management capability for cash receipts processing.



Flintfox International Limited

www.flintfox.com • 404-245-5116 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).

Ignify www.ecommercefordynamics.com888-446-4395Ignify eCommerceBusiness-to-consumer (B2C) web store & Business-to-business (B2B) ecom-merce solution integrated with Microsoft Dynamics. SEO and PCI Certified.







Trinity USA www.trinitypartner.com • 877-879-0983Trinity Wholesale Distribution BundleComplete wholesale solution enhancing SOP, POP, Logistics and Pricing.

Wholesale trade: non-durable Goods



AXtension www.axtension.com/index.php/en/applications/axtension-solutions/kitting • +3177 323 2622AXtension KittingMultiple items dynamically combined into one product.



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Client Strategy Group www.csgpath.com • 216-524-2574Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.


www.deFactoGlobal.com 203-894-1789 ext. 221deFacto Performance Management Optimize financial performance with the premier “all-in-one” Dynamics product for budgeting, forecasting, consolidation, analysis and reporting.


Kootio Inc www.kootio.com • 703-871-5008NEW: QbicaRevolutionizing Business Intelligence - create ANY report, analysis, dashboard or complex business model - on the fly, using clicks of a mouse.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Business IntelligenceReal-time web based dashboards for managers, employees, customers, & vendors including interactive graphs & reports with drill down to details.

PrecisionPoint Software www.precision-point.com • 650-375-2414NEW: PrecisionPoint - Business Intelligence Subscription based reporting and analyt-ics solution for Dynamics AX and NAV. A monitored and managed service with guaranteed deliverables.

S o l v e rSolver www.solverusa.com • 310-691-5300Solver - BI360Excel-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Dynamics.


TARGIT

www.targit.com • 813-933-4600NEW: TARGIT BI SuiteMake better decisions faster, improve operations, decrease costs and increase income using TARGIT BI Suite – TARGIT’s Business Intelligence software solution.

Business Process Management



Altec www.altec-inc.com • 800-997-9921 ext. 1255doc-link Integrated Document Management Capture, workflow, route & archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP & NAV.


Enliven Software www.enlivensoftware.com • 866-439-5884Fidesic AR and AP PlatformPaperless Receivables and Payables to cut admin overhead and GO GREEN!



Check Printing


www.liaisonsc.com • 714-543-9877 ext. 201Liaison Messenger DDBatch E-mail 128-bit encrypted Direct Deposit Statements to Employees.

Mekorma www.mekorma.com • 888-635-6762Mekorma MICR Check Printing The most widely-used MICR check print-ing software for Dynamics GP. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing mul-tiple checkbooks and increasing security against check fraud.

MHC Software, Inc.

www.mhcdocumentexpress.com • 952-882-3341Document Express Accounts Payable & Payroll MICR Check PrintingMICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtually any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

www.checkfactory.com

Trans-Micro, Inc. www.checkfactory.com • 800-749-2335Check Factory Visual Series v5 for Dynamics GP and SLCheck FactoryÂ® 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. www.ethotech.com • 678-384-7500 ext. 1Commission 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.com888-962-6667 ext. 24CommissionCalcThe practical way to automate “impos-sible” commission plans.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Brokerage & CommissionsAutomate the calculation of commissions & split commissions. Establish rates by date ranges & item(s) and assign them to one or more customers. Settle as needed to create either an AR Credit or AP Payable.

Compliance

Altec www.altec-inc.com • 800-997-9921 ext. 1255doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Arbela Technologies www.arbelatech.com • 949-291-4777NEW: Arbela Security Manager Arbela’s Security Manager radically simpli-fies managing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it.

Equisys, Inc. www.equisys.com • 770-772-7201Zetadocs 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

www.gofastpath.com • 515-276-1779 ext. 410Fastpath 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.php613-232-4295Cost 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.

Credit Card/Check Processing

Azox, Inc. www.azox.com • 734-928-6010Credit Card Extension PCI PA-DSS compliant credit card process-ing with ACH, eCheck, batch processing and ability to store credit card data off site with tokenization.

BGE, Inc. www.bgeinc.net • 877-656-8800Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification. Support JPM format, Integrate seamlessly with GP.

BluePay, Inc. www.bluepay.com • 630-300-2368Credit Card ProcessingSingle Source Provider: GP Plug-in/payment gateway/merchant account for processing for credit cards & checks.

ChargeLogic www.chargelogic.com • 877-292-2520ChargeLogic The only PCI validated credit card solution integrated with NAV.

Enliven Software www.enlivensoftware.com • 866-439-5884Fidesic AR and AP PlatformFull circle AR with support for Credit Cards and ACH; no activation fee!

Integrated Software, Inc. www.isiusa.com • 321-984-1986Check ProcessingElectronic Check Processing integrated with SOP and Cash Receipts.


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LIntegrated Software, Inc. www.isiusa.com • 321-984-1986Credit 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.

Nodus Technologies, Inc. www.nodus.com • 909-482-4701CRM ChargeSecure eCheck & Credit Card Processing for both CRM online and on prem.

Nodus Technologies, Inc. www.nodus.com • 909-482-4701Credit Card Advantage Leading integrated eCheck, ACH & Credit Card Processing for GP, PCI PA-DSS Certified, tokenization optional online bill pay & recurring payment.

Nodus Technologies, Inc. www.nodus.com• 909-482-4701ePay AdvantageOnline Billing & Payment Collection for GP, PA-DSS certified, view invoices, auto-mated recurring payments, tokenization, ecommerce integration.


Customer Loyalty


Customer relationship Management

Axonom www.axonom.com • 952-653-0400NEW: Powertrak for Microsoft Dynamics CRM Provides views and tools to manage complex extended relationships.

ClickDimensions www.clickdimensions.com • 888-214-4228NEW: 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

www.ebridgeconnections.com • 800-755-6921eBridge for CRMWeb-based solution integrates your EDI, webstore or SCM data.


Stanley Stuart Yoffee & Hendrix, Inc. www.ssyh.com/products_ssyh_national.html407-660-0059National Accounts for Microsoft Dynamics SLEasily track & apply payments for customer parent/child relationships.

Stanley Stuart Yoffee & Hendrix, Inc. www.ssyh.com/products_ssyh_arcollections.html407-660-0059AR Collections Manager for Microsoft Dynamics SLAutomates time-consuming collection activities and improves cash flow.

Visionary Software Consulting, Inc.

crm-rules.com • 877-276-1942NEW: CRM Rules! for Microsoft Dynamics CRM 2011Easily customize CRM forms by automati-cally generating JScript code.

data Integration

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Posting 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 www.appstrategy.com • 269-345-3111 ext. 1NEW: appCompass SuiteIntegration & Migration solution for Dynamics CRM, legacy, and cloud.

eBridge Software

www.ebridgeconnections.com • 800-755-6921eBridge Integration SolutionWeb-based solution integrates your EDI, websstore, SCM, CRM systems.

Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Project 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.com888-898-4330 ext. 336Investor Relationship Manager Effectively manage 3rd party investments - increase shareholder satisf.

Keelio Software www.keelio.com • 651-356-5342Dynamics GP SSIS ToolkitHighly flexible Dynamics GP integration tool built upon Microsoft SSIS.

Scribe Software

www.scribesoft.com/online • 603-622-5109Scribe Insight Data migration & data integration for MS Dynamics and legacy systems.

Scribe Software www.scribesoft.com/online • 603-622-5109Scribe Online Data integration for MS Dynamics CRM 2011 online, hosted and on premise.


zeroedin www.zeroedinsolutions.com866-761-5693 ext. 103myztroSeamless, real time, multiple channel data integration for RMS & NAV.

distribution




Blue Moon Industries www.bluemoonisv.com • 401-276-9000SOP Auto InvoiceAdds automatic sales order transfer, invoice printing & posting to SOP.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Freight MatrixProvides the capability to define your own freight charge schedules.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Chargeback ProcessingProvides deductions management capabil-ity for cash receipts processing.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Container ManagementEnter manifests, receive FOB, track goods in transit.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Advanced FulfillmentPowered by Visual Warehouse - Automate ASN, Invoicing, & Order Desk.



Nodus Technologies www.nodus.com • 909-482-4701Retail AdvantageIntegrates RMS with GP, optional ecom-merce for multi-channel retailing.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Logistics ManagementAssign orders & schedule trucks for Fleet, TL, & LTL shipments. Update sales orders w/shipping data including truck info, BOL, Waybill, & ship date. Print ship-ping paperwork for a single order or the entire truck.


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LRockySoft www.RockySoft.com • 970-493-0868 ext. 105Inventory Management and Supply Chain Planning Pack Light Inventory Management Suite-Forecasting, Inventory Management, Purchase Order Planning, Vendor Lead Time Management, Retail Store Planning and S&OP.

Trinity USA www.trinitypartner.com • 877-879-0983Trinity - Solutions for DistributionA huge range of over 30 modules that cover every aspect of distribution including powerful SOP enhancements, many POP & Inventory features plus consolidated billing, inter-sites, catchweights, load planning and more.

document Management



AXtension www.axtension.com/index.php/en/applications/axtension-solutions/enterprise-content-management • +3177 323 2622AXtension Enterprise Content ManagementThe power of SharePoint integrated into Microsoft Dynamics AX.





CSSI www.coreintegrator.com • 570-524-4424NEW: CoreIntegrator | 3.0CoreIntegrator is an enterprise workflow solution that automates virtually any busi-ness process including Accounts Payable, Purchasing, Travel and Expense and much more. Integrated with Dynamics GP and SharePoint.

Datahaven for Dynamics www.datahaven4dynamics.com • 757-222-2000Datahaven for DynamicsDatahaven is the only scanning, OCR, and workflow solution natively embedded “not simply integrated” throughout the Microsoft Dynamics NAV user experience and available to non-NAV users from Microsoft Outlook.

DocuFire www.DocuFire.com • 416-977-1080DocuFire for Microsoft DynamicsReliably Email & Fax Invoices, Statements, EFT, PO, Direct Marketing +.







MHC Software, Inc.

www.mhcimageexpress.com • 952-882-3341MHC Image ExpressElectronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workflow & Report imaging.

Minisoft www.minisoft.com • 800-682-0200eFORMz 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.


TrinSoft www.trindocs.com • 859-252-6225TrinDocsFully integrated, browser-based document management and workflow solution with no limits on document types or entities that is flexible, affordable and easy to use. Go to trindocs.com to see an instant demo!

E-commerce

Avalara, Inc.


Azox, Inc. www.azox.com • 734-928-6010eSource B2B and B2CIntegrated B2B & B2C web stores with built-in CMS, SEO, and web parts.

Azox, Inc. www.azox.com • 734-928-6010eSource Sales PortalOnline quote/order entry, view account history & print/pay invoices.

eBridge Software

www.ebridgeconnections.com • 800-755-6921eBridge for E-CommerceIntegration with all webstores incl. eBay, Amazon, AspDotNetStorefront+.

Ignify www.ecommercefordynamics.com888-446-4395Ignify eCommerceBusiness-to-consumer (B2C) web store & Business-to-business (B2B) ecom-merce solution integrated with Microsoft Dynamics. SEO and PCI Certified.



Nodus Technologies, Inc. www.nodus.com • 909-482-4701eStore Solution StackFully featured B2B/B2C, integrated E-Commerce with GP, zero-touch SOP.


EdI

AIM Computer Solutions, Inc. www.aimcom.com/Autosys.htm • 586-439-0300AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

Business Systems Integrators

www.BusinessSysInteg.com • 866-871-2097EDIBSI EDI is designed with you in mind-the smaller/medium-sized enterprise.



eBridge Software

www.ebridgeconnections.com • 800-755-6921eBridge for EDIWeb-based EDI solution eliminates trans-action fees - low monthly fees.


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Isis, Inc. www.isissoftware.com/enha/isis_sl_positive_pay.aspx • 804-762-4200Positive PayPerform Positive Pay from Accounts Payable & Payroll to your issuing bank.

Isis, Inc. www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200401K Data InterchangeTransmit your 401K collection data from Payroll electronically to your investment bank.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Total solution inside NAV. No integration issues. 80,000+ us-ers worldwide.




Electronic document delivery (Email)/Faxing

Accounting System Integrators www.asillc.com • 203-239-7740eMail for SolomonEasily eMail documents from AR,OM,Flexible Billing,PO,SS. Flexible.



Datahaven for Dynamics www.datahaven4dynamics.com • 757-222-2000Datahaven for DynamicsDatahaven is the only scanning, OCR, and workflow solution natively embedded” not simply integrated” throughout the Microsoft Dynamics NAV user experience and available to non-NAV users from Microsoft Outlook.





m-hance www.m-hance.com • +44(0)844 264 0932Active Documents for Sales and Purchasing Email singular or bulk remittances, state-ments, SOP & POP docs directly from Dynamics GP. Also enables RE-PRINTING of remittances.

Minisoft www.minisoft.com • 800-682-0200eFORMz 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


Expense Solutions

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Credit 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.


www.ariett.com • 781-826-1120Ariett Travel & XpensePre-travel Approval, Automated Expense Reporting with Credit Card Integration.

DynamicPoint www.dynamicpoint.com • 562-726-4396SharePoint 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 stream-line employee expense reimbursement with Dynamics.


Joesoftware Inc. www.joesoftware.com • 780-990-0220SpencerEasy, 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.


www.paramounttechnologies.com248-960-0909WorkPlace Expense Integrates web submission of expense reports, automatic routing, fraud detec-tion, and electronic approvals of individual line-item expenses.



Field Service Management

Open Door Technology

www.opendoor.ca • 403-777-2410TaskMaster 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.

Shining Brow Software www.Shiningbrow.com • 414-258-3400The Service ManagerManage installations, service, and mainte-nance programs. Core features: dispatch, service history, estimating, contracts, job cost, and billing.

Fixed Assets

Computer Productivity Services Inc. www.cps.financial.officelive.com/WirelessFixedAssetCount.aspx • 905-847-7746CPS - Wireless Fixed Asset Physical Count and CreateCount or create fixed assets with a wireless scanner. $3500.

Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112PanatrackerGP for Fixed AssetsBar Code data capture extending GP Fixed Asset module to manage assets.

General Ledger

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Advanced Customer Merge Allows user to merge multiple customer records into a single record in two stages. A Provisional merge is used for review and approval. The Final merge physically transfers transactions to the primary customer.

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Alba Financial UtilitiesCross-Company control of segment & ac-count descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).


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LCorporate Renaissance Group www.crgroup.com/crg_solutions.php613-232-4295AA 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 com-plete analytics.

Infinia Business Technology www.ExcelIntegrator.com • 260-485-0665Infinia Integrator GLAllow users to copy and paste journal entries from Excel to Dynamics GP.

Hr Management

Corporate Renaissance Group www.crgroup.com/crg_solutions.php613-232-4295emPerformemPerform 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. www.mystaffingpro.com • 800-939-2462myStaffingPro Applicant Tracking SystemRecruiting software to qualify applicants. track jobs, and select hires.


Integrity Data www.integrity-data.com217-732-3737 ext. 0203HR & Payroll Enhancements for Dynamics GPProven solutions for US HR & Payroll including leave management, budgeting and managing FTE’s, and more!




Inter-company Processing

Corporate Renaissance Group www.crgroup.com/combiner.php613-232-4295NEW: Company CombinerWith Company Combiner, multiple com-panies with the same chart of accounts 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 www.mc2software.com • 303-364-5959Advanced Intercompany TransactionsInter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

Nolan Business Solutions www.nolanbusinesssolutions.com303-665-9343InterCompany PostingsAutomatically post all types of transac-tions between companies.

Inventory Enhancement

AIM Computer Solutions, Inc. www.rapidtrak.net • 586-439-0300RapidTrakWeb based wireless material tracking system; user-defined commands; email alerts; fleet inventory.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Quality CountProvides the most robust and complete physical inventory functionality.

Computer Productivity Services Inc. www.cps.financial.officelive.com/WirelessReceiving.aspx • 905-847-7746CPS - Wireless Receiving, Adjustments and Transfers State of the Art Wireless Receiving, Adjustments and Transfers $3500.

Computer Productivity Services Inc. www.cps.financial.officelive.com/Inventory.aspx • 905-847-7746CPS - Wireless Inventory Physical CountState of the Art count and adjust inventory by class/site $3500.

Computer Productivity Services Inc. www.cps.financial.officelive.com/BarCode.aspx • 905-847-7746CPS - UPC Code GeneratorAutomatically Create UPC codes for inventory Items $1000.


Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - 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.



Inventory Management


Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Multi-Dimensional Inventory Uses style-based configuration that sup-ports indefinite number of user defined attributes per SKU. Integrates with & auto-generates Item groups in SOP & POP modules. Fully compatible with standard GP functionality.



Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336Inventory I/O Control Manage by-prod. inv. levels. Record & track unlimit. # of scndary items.



Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105AFP (Advanced Forecasting and Procurement) for Manufacturing Compares component time-phased demand to dynamic vendor lead-time to purchase just-in-time for production. You can inventory a single item as a component or supply it as a product for customers. Visibility & control.



Schedeler Solutions, LLC www.schedelersolutions.com • 517-796-9470StockStat/GPAutomated inventory data collection solutions that use barcode scanning.

Invoicing Enhancement


www.ariett.com • 781-826-1120AP Invoice AutomationDocument Manager, Streamline Workflows, Manage Decentralized Locations - offered in the Cloud.


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AvidXchange, Inc.


Azox, Inc. www.azox.com • 734-928-6010Online Bill Pay BundlePay invoices by ACH or credit card securely from your website/web store.

Bottomline Technologies www.bottomline.com/transformap_ax866-551-6934Transform TM APIntegrated AP invoice capture, configurable workflow and storage. Link invoice data directly to AX for automated matching of PO-based invoices plus exception pro-cessing with online review and approval.


Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336Recurring Contract BillingAutomate cyclical billing processes & improve cust. & contract mgmt. Auto- generate scheduled invoices reducing billing & invoicing time.



Isis, Inc. www.isissoftware.com/enha/isis_sl_ar_collections.aspx • 804-762-4200AR CollectionsAutomate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 col-lector to 1000’s.



www.paramounttechnologies.com248-960-0909WorkPlace Invoice Automation Integrated Invoice Automation Solution for your electronic approvals, check request & invoice matching needs.

Job Costing



Labeling

Computer Productivity Services Inc. www.cps.financial.officelive.com/BarCode.aspx • 905-847-7746CPS - Bar Code Label Application for POP, SOP, Inventory and Fixed AssetsGenerate Labels for an entire transaction with a single click. $1500.


Manufacturing Enhancement




Marketing Automation

Marketing Power For Dynamics CRM

CoreMotives, LLC www.coremotives.com • 404-537-2320NEW: 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. www.salesfusiion.com • 800-558-1760NEW: SalesFUSION360SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

Migrations

appStrategy www.appstrategy.com • 269-345-3111 ext. 1NEW: appCompass SuiteIntegration & Migration solution for Dynamics CRM, legacy, and cloud.

Mobility

AIM Computer Solutions, Inc. www.rapidtrak.net • 586-439-0300RapidTrakLow-cost, bar code based, web enabled, RF inventory tracking system.

Axonom www.axonom.com • 952-653-0400NEW: Powertrak for Tablets Mobile CRM, Time & Billing, Quote & Product Configurator, and Surveys.

TenDigits Software Inc www.tendigits.com • 866-538-8938MobileAccess MobileAccess enables robust use of Dynamics CRM on leading smartphone and tablets. iPad, iPhone, Android, BlackBerry.

Trinity USA www.trinitypartner.com • 877-879-0983Trinity Mobile SalesCreate GP quotes and orders from laptops and smartphones with or without an internet connection.

nAV and CrM Integration

SalesFUSION, Inc. www.salesfusiion.com • 800-558-1760NEW: SalesFUSION360SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

Online/Electronic Business Services


Payables Enhancement


Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120AP Invoice AutomationDocument Manager, Streamline Workflows, Manage Decentralized Locations - offered in the Cloud.



AvidXchange, Inc.



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LAXtension www.axtension.com/index.php/en/applications/axtension-solutions/advanced-invoice-processing • +3177 323 2622AXtension Invoices ProcessingOptimized accounts payable invoice processing.



Bottomline Technologies www.bottomline.com/transformap_ax866-551-6934TransformTM APIntegrated AP invoice capture, configurable workflow and storage. Link invoice data directly to AX for automated matching of PO-based invoices plus exception pro-cessing with online review and approval.


Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336Bank Reconciliation ToolsSimplify the reconcil. process. Balance GL accts & checkbooks easily.

Infinia Business Technology www.ExcelIntegrator.com • 260-485-0665Infinia Integrator APAllow users to copy & paste Payables transactions from Excel to Dynamics.

Isis, Inc. www.isissoftware.com/enha/isis_sl_apar_refunds.aspx • 804-762-4200AP-AR RefundsSave time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.



www.liaisonsc.com • 714-543-9877 ext. 201Liaison Messenger EFTAutomate the batch e-mail and faxing of EFT Notifications to Vendors.

m-hance www.m-hance.com • +44 (0)844 264 0932Invoice Approvals and AccrualsWeb based PM and POP invoice approv-als managed from within GP. Automates invoice accrual process. Now includes requisitioning functionality.

Mekorma www.mekorma.com • 888-635-6762Mekorma MICR Check Printing The most widely-used MICR check print-ing software for Dynamics GP. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing mul-tiple checkbooks and increasing security against check fraud.

MHC Software, Inc.

www.mhcdocumentexpress.com • 952-882-3341Electronic Payment NotificationsEmail and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.

Reporting-Central www.reporting-central.com • 813-579-4991The Validator1099Validate TIN information & details from Dynamics GP before filing 1099s.

www.checkfactory.com

Trans-Micro, Inc. www.checkfactory.com • 800-749-2335Check Factory Visual Series v5 for Dynamics GP and SLCheck FactoryÂ® 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/dynamics800-426-0854 ext. 175Aatrix State and Federal Payroll ReportsComplete eFiling and plain paper print-ing 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.

Avastone Technologies LLC www.avastonetech.com • 920-687-4797NEW: Teacher Contract Management for PayrollCalculate/manage multiple contracts w/ unlimited terms/scales/events; add addtl compensation via multiple accounts; calculate backpay, retropay.


Greenshades Software www.Greenshades.com888-255-3815 ext. option 2Greenshades CenterCreates Federal State and Local W-2s 940/941s 1099s SUTA returns & more.

Greenshades Software www.Greenshades.com888-255-3815 ext. option 2Greenshades Payroll Tax Service Our Tax Service is the easiet way to file and pay your payroll taxes.

Infinia Business Technology www.ExcelIntegrator.com • 260-485-0665Infinia Integrator PRAllow users to copy & paste Payroll trans-actions from Excel to Dynamics.

Integrity Data www.integrity-data.com217-732-3737 ext. 0203Payroll 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 re-quirements, configuring overtime rules and more!

Isis, Inc. www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200401K Data InterchangeTransmit your 401K collection data from Payroll electronically to your invest-ment bank.



Joesoftware Inc. www.joesoftware.com • 780-990-0220Payroll EnhancementOver 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.


www.liaisonsc.com • 714-543-9877 ext. 201Liaison Messenger DDBatch E-mail 128-bit encrypted Direct Deposit Statements to Employees.

Mekorma www.mekorma.com • 888-635-6762Mekorma MICR Check Printing The most widely-used MICR check print-ing software for Dynamics GP. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks and increasing security against check fraud.

MHC Software, Inc.

www.mhcdocumentexpress.com • 952-882-3341Electronic Direct Deposit DeliveryEmail direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

Portals

Axonom www.axonom.com • 952-653-0400NEW: Powertrak Portals Providing customers, partners or members vital information via portals.

DynamicPoint www.dynamicpoint.com • 562-726-4396Employee, Vendor & Customer Portals Integrated with Microsoft DynamicsExtend crucial Microsoft Dynamics data with custom SharePoint Portals.


Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Customer & Vendor PortalReal-time web based customer & vendor access for BI, inquiry, & order requests. Our ‘Data Access’ controls what records they have access to.

Procurement Management



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Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120ReqNet for Requisition Management Web-based solution for managing Purchasing, RFQ, Approvals, Budgeting, PO Creation, PunchOut, and Receiving.

DynamicPoint www.dynamicpoint.com • 562-726-4396SharePoint Procurement Management Solution Exclusively for Microsoft DynamicsOne Time Cost and No Per User Fees. Leverage DynamicPoint’s SharePoint product at a fraction of alternative so-lution costs to effectively integrate and streamline the procurement process with Dynamics GP and NAV.




www.liaisonsc.com • 714-543-9877 ext. 201Liaison Messenger EFTAutomate the batch e-mail and faxing of EFT Notifications to Vendors.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Commodity ProcurementAutomate AP for the harvest, hauling, & purchase of crops, grain, & fish. Manage prices, deductions, taxes, & GL accruals for delivery tickets.


www.paramounttechnologies.com248-960-0909WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Product Lifecycle Management

QBD Systems www.qbdsys.com • 800-743-9003Universal PLM IntegrationIntegration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Project Accounting


www.ariett.com • 781-826-1120AP Invoice AutomationDocument Manager, Streamline Workflows, Manage Decentralized Locations - offered in the Cloud.



Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336Project 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.



www.paramounttechnologies.com248-960-0909WorkPlace Project Series Combines the WorkPlace Time, Expense and Project solutions with seamless out-of-the-box integration with leading ERP systems.



Tenrox www.tenrox.com • 877-483-6769Tenrox Project Management Tenrox cloud project management software is a workflow-driven solution to manage portfolios & projects. Built on the Microsoft platform and offers certified integrations to all leading Accounting and CRM solutions.

Purchase Order Processing Enhancement




Blue Moon Industries www.bluemoonisv.com • 401-276-9000Container ManagementEnter manifests, receive FOB, track goods in transit.

DynamicPoint www.dynamicpoint.com • 562-726-4396SharePoint Requisition Management Solution Exclusively for Microsoft DynamicsOne Time Cost and No Per User Fees. Leverage DynamicPoint’s SharePoint Product at a fraction of alternative so-lution costs to effectively integrate and streamline purchase requisition processing with Dynamics.




ICAN Software Corporation www.icansoftware.com • 253-426-3737Vendor Price MatrixVendor specific unit costing for purchase orders.

Nolan Business Solutions www.nolanbusinesssolutions.com303-665-9343InterCompany POP to SOPAutomatically link Sales Orders and Purchase Orders between databases.

Nolan Business Solutions www.nolanbusinesssolutions.com303-665-9343NEW: eRequestFunctional internet based requisitioning system designed to work the way you do.


www.paramounttechnologies.com248-960-0909WorkPlace Requisition and Purchasing Integrated Requisitioning & Procurement solutions with built-in PunchOut capa-bilities and automatic email notifications.

Unified Business Solutions, LLC www.dynamicsgenie.com/pogenie.aspx877-724-3643PO GenieAutomatically create POs based on in-ventory levels and Backorders, by Item, Class, Site, & Vendor utilizing standard Item Resource Planning.

Quality Control


receivables Enhancement


Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336Bank Reconciliation ToolsSimplify the reconcil. process. Balance GL accts & checkbooks easily.


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LEncore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Recurring Contract BillingAutomate cyclical billing processes & improve cust. & contract mgmt. Auto- generate scheduled invoices reducing billing & invoicing time.


ICAN Software Corporation www.icansoftware.com • 253-426-3737Print Cash ReceiptsPrint cash receipts and historical cash receipts.

ICAN Software Corporation www.icansoftware.com • 253-426-3737Mass Apply ReceivablesMass apply range of customers & dates with specific apply or auto apply.

Infinia Business Technology www.ExcelIntegrator.com • 260-485-0665Infinia Integrator ARAllow users to copy and paste AR transac-tions from Excel to Dynamics GP.




Stanley Stuart Yoffee & Hendrix, Inc. www.ssyh.com/products_ssyh_arcollections.html407-660-0059AR 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.html407-660-0059National Accounts for Microsoft Dynamics SLEasily track & apply payments for customer parent/child relationships.

reconciliation

Isis, Inc. www.isissoftware.com/enha/isis_sl_cash_basis.aspx • 804-762-4200Cash Basis AccountingReport Financial GL data on both the Accrual Basis and Cash Basis.

m-hance www.m-hance.com • +44(0)844 264 0932Reconciler for InventoryAutomatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP.

m-hance www.m-hance.com • +44 (0)844 264 0932The Reconciler for AR and APThe automated reconciliation tool for highlighting the cause of imbalances between the AR or AP modules & the GL Control Accounts.

Nolan Business Solutions www.nolanbusinesssolutions.com303-665-9343Advanced Bank ReconciliationAutomatically reconcile bank transactions with posted GL transactions.

Reporting-Central www.reporting-central.com • 813-579-4991The CloserReconcile your GL w/ sub-ledgers for Cash, AR, AP, Inventory, Accrued Purch, Sales, COGS, Customer Deposits, Fixed Assets & Outside Data Sources in less than 30 seconds. No more manual reconciliations or write-offs.


rentals

Open Door Technology www.opendoor.ca • 403-777-2410Rental ManagementInstantly check rental equipment avail-ability, define flexible rental terms, rent or sell inventory/fixed assets, access real-time rental and billing information, flag returning assets for maintenance and much more.

reporting

Accountable Software

www.accountable.com • 610-983-3100Dynamics ReportingLIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.


AIM Technologies www.aim-technologies.com • 888-234-0428Cash Basis ReportingA fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.

centersoftware

Centerline Software, Inc. www.pivotier.com • 877-786-960421st Century ReportsAccess data (e.g. flowfields) using SSRS, Visual Studio and RDL. Produce colorful reports without programming expertise!





PrecisionPoint Software www.precision-point.com • 650-375-2414NEW: PrecisionPoint - Business Intelligence Subscription based reporting and analyt-ics solution for Dynamics AX and NAV. A monitored and managed service with guaranteed deliverables.


royalty


Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Promotions & RebatesAutomate the calculation of promotions, rebates, royalties, & upcharges. Auto link to applicable sales items and display as either additional line items or included GL accruals. Rates are set by unit, weight, or %.


Sales Order Processing Enhancement

Accountable Software www.accountable.com • 610-983-3100Dynamics 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.

Accounting System Integrators www.asillc.com • 203-239-7740Order Entry / InvoicingFlexible Order/Invoicing with eMail. OM alternative. No Process Manager.



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Supply Chain Management


AIM Computer Solutions, Inc. www.aimcom.com • 586-439-0300AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.







Security

Arbela Technologies www.arbelatech.com • 949-291-4777NEW: Arbela Security Manager Arbela’s Security Manager radically simpli-fies managing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it.


www.gofastpath.com • 515-276-1779 ext. 410Fastpath 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.


www.gofastpath.com • 515-276-1779 ext. 410Fastpath 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.

Shipping/Manifesting

FASCOR www.fascor.com • 513-421-1777 ext. 103NEW: 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.


Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Logistics ManagementAssign orders & schedule trucks for Fleet, TL, & LTL shipments. Update sales orders w/shipping data including truck info, BOL, Waybill, & ship date. Print ship-ping paperwork for a single order or the entire truck.



Nodus Technologies, Inc. www.nodus.com • 909-482-4701eSOP AdvantageWeb-based SOP from anywhere anytime with customizable workflow for GP.

Nolan Business Solutions www.nolanbusinesssolutions.com303-665-9343InterCompany POP to SOPAutomatically link Sales Orders and Purchase Orders between databases.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Sales OrderWeb orders with BI, automated emails, workflow, inquiry, quotes, & prev order replication. Integrated with logistics, pro-motions, commissions, freight programs, & contracts. Supports Catch Weight & multi item UofM.



Scheduled Maintenance


Blue Moon Industries www.bluemoonisv.com • 401-276-9000SOP Auto InvoiceAdds automatic sales order transfer, invoice printing & posting to SOP.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Sales ConfiguratorProvides a complete ‘assemble to order’ sales system.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Freight MatrixProvides the capability to define your own freight charge schedules.



Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Recurring Contract BillingAutomate cyclical billing processes & improve cust. & contract mgmt. Auto- generate scheduled invoices reducing billing & invoicing time.





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TM


www.DynamicsTMS.com 847-963-0007 ext. 136DynamicsTMS® Transportation Management SystemThe plug & play system includes full Parcel, LTL, TL, & Intl tariff mgt.


System Enhancement

AIM Technologies www.aim-technologies.com • 888-234-0428DataSpyProvides information on tables updated and modified during the processing of transactions to speed customization and report development. Works with third-party modules.

DynamicsDownloads

www.DynamicsDownloads.com • 865-510-7826DynamicsDownloadsLooking for a Dynamics Add-On Solution? Search, Buy and Sell here!


Isis, Inc. www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200Expanded Master InformationEasily add more user fields for Vendors, Customers, Employees, Inventory, & Projects.




Reporting-Central www.reporting-central.com • 813-579-4991The ValidatorGPOptimize GP - 100+ point inspection of System Setup & Master Data Files.

tax

Avalara, Inc.


Greenshades Software www.Greenshades.com888-255-3815 ext. option 2Greenshades Payroll Tax Service Our Tax Service is the easiet way to file and pay your payroll taxes.

Kamp-Data, Inc. www.kampdata.com • 702-948-6554KampData TaxEngineManage & report nationwide sales & use taxes from any application.

Kamp-Data, Inc. www.kampdata.com • 702-948-6554DynamicZipManage & report nationwide sales and use taxes from within GP.

time and Attendance

Business Computers Software, Inc.


Joesoftware Inc. www.joesoftware.com • 780-990-0220PennyWeb-based timesheets, employee/manager self-service for CAD payroll.




trade Promotion Management

Flintfox International Limited

www.flintfox.com • 404-245-5116 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).

travel Expense Management




Workflow

agilesWorkflow www.agilesworkflow.com • 503-206-7739agilesWorkflow agilesWorkflow allows you to manage, simplify and automate processes.

appStrategy www.appstrategy.com • 269-345-3111 ext. 1NEW: appCompass WorkflowUtilize Microsoft WF4 in Studio to auto-mate processes.

AvidXchange, Inc.



Datahaven for Dynamics www.datahaven4dynamics.com757-222-2000Datahaven for DynamicsDatahaven is the only scanning, OCR, and workflow solution natively embedded” not simply integrated” throughout the Microsoft Dynamics NAV user experience and available to non-NAV users from Microsoft Outlook.

DynamicPoint www.dynamicpoint.com • 562-726-4396SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.

Enliven Software www.enlivensoftware.com • 866-439-5884Fidesic AR and AP PlatformPaperless Receivables and Payables to cut admin overhead and GO GREEN!

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Services

Application Service Provider/Hosting

Concept Computer Corporation

www.conceptcomputer.com • 800-561-5852NEW: Managed Microsoft Dynamics HostingConcept is a certified hosting center offering end-to-end hosting & support services designed for all areas of a Microsoft Dynamics environment.

OneNeck IT Services www.oneneck.com • 480-315-3000Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, flex-ible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

Rose Business Solutions, Inc

www.roseasp.com • 858 794-9403RoseASPRoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great commissions for the life of the contract. We guarantee 99.5% uptime.

WatServ www.watserv.com • 866-531-2598 ext. 2302Hosting 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 & CRM. We have the best partner programs with the highest returns. Call 866 531 2598.

Business Planning


Business Portal development

DynamicPoint www.dynamicpoint.com • 562-726-4396Dynamics Business Portal Enhanced with SharePoint CustomizationsExtend the out-of-box Dynamics Portal with SharePoint Customizations.

Business Process Outsourcing


Closing Sales

Microsoft www.microsoft.com/ebc/fargo.mspx701-492-6384Executive Briefing Center Located in the heartland of North America, the Fargo EBC offers strategic, customized briefings to Microsoft business prospects, customers, & partners. The Fargo EBC offers a customized executive level experience.

Cloud Computing

Data Resolution, LLC

www.dataresolution.net • 877-878-9108ERP 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.

TM

Myappsanywhere by NetStandard

www.myappsanywhere.com • 888-636-HOSTPremier 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.

OneNeck IT Services www.oneneck.com • 480-315-3000Dynamics Hosting and Managed Services Provider OneNeck® 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 www.reviora.com • 813-344-1600Cloud ERP hostingCloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

Rose Business Solutions, Inc www.mygpcloud.com • 888-794-9401MyGPcloudmyGPcloud 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!

SaaSplaza www.SaaSplaza.com • 858-385-8900 ext. 102Dynamics Preferred Cloud Provider SAS70 & SPLA certified, we provide VARs and ISVs with a secure, reliable & easily manageable platform to deliver all ERPs and CRM as a service to their customers (as well as SharePoint, Office, Exchange, etc.).

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SIntegrity Data

www.u-linc.com • 217-732-3737 ext. 0203U-LINCTM, 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.


www.metaviewer.com • 507-286-9232MetaViewer Paperless ERP for Microsoft DynamicsEnhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eIn-voicing, workflow, and AP/AR Automation.

MHC Software, Inc.

www.mhcdocumentexpress.com952-882-3341MHC WorkflowEasily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606BluWare - Sales WorkflowManage unique sales order workflows by transaction type and site.


Tenrox www.tenrox.com • 877-483-6769Tenrox Project Management Tenrox cloud project management software is a workflow-driven solution to manage portfolios & projects. Built on the Microsoft platform and offers certified integrations to all leading Accounting and CRM solutions.

TrinSoft www.trindocs.com • 859-252-6225TrinDocsFully integrated, browser-based document management and workflow solution with no limits on document types or entities that is flexible, affordable and easy to use. Go to trindocs.com to see an instant demo!


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Scribe Software www.scribesoft.com/online • 603-622-5109Scribe Online Data integration for MS Dynamics CRM 2011 online, hosted and on premise.


WatServ www.watserv.com • 866-531-2598 ext. 2302Hosting 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 & CRM. We have the best partner programs with the highest returns. Call 866 531 2598.

Custom development

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264Alba Spectrum CorporationWe specialize in the design and development of Dexterity & .NET based Customization and Integration (including eCommerce & RMS) solutions for Dynamics GP covering an extensive range of applications and industries.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000Custom Development ServicesFixed prices & over 10 years of experience in custom development work.

Encore Business Solutions www.encorebusiness.com888-898-4330 ext. 336Dynamics GP Custom Development20+ years experience. Competitive rates & partner margins available.

Isis, Inc. www.isisinc.com • 804-762-4200Isis Custom DevelopmentIsis provides cost effective outsourced custom 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!

Liberty Grove Software, Inc. www.libertygrovesoftware.com • 630-858-7388Custom NAV DevelopmentExtend NAV, we will do the heavy lifting for your special projects.

Mekorma www.mekorma.com • 888-635-6762Dynamics GP Custom DevelopmentExperts in Dynamics GP and Dynamics CRM. Full package custom development or contract for specific services: discovery, specs, testing, documentation.

demand Generation

FishNet Marketing LLC

www.myfishnetmarketing.com • 701-532-0502List Acquisition, Lead Generation & Telemarketing ServicesLead Generation - Inside Sales, List Mgmt, Market Research Studies, 20 yrs. Sales & Marketing excellence working with MS Dynamics Partners.

R & G Consulting Partners

www.randgconsultingpartners.com406-821-9914Outbound Telemarketing Producing Qualified Leads With Decision MakersProfessional team with 15 years experi-ence working with Microsoft partners. Leads, Appointments, Scripting, Lists, Event Fulfillment, Database Management. Various programs including cost effective test pilots.

dexterity development


Business Computers Software, Inc.


DexPros www.dexpros.com • 623-535-9216Microsoft Dynamics GP DevelopmentProfessionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/SQL/.NET/VB developers.

Email Marketing

The Partner Marketing Group

www.thepartnermarketinggroup.com605-574-9432E-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.

Two Black Labs Marketing

www.twoblacklabsmarketing.com804-304-7679Cost Effective E-Mail MarketingContagious content for your Microsoft Dynamics prospects and customers. Ready-To-Go Customizable Newsletters and Online Library Content.

Graphic design Services

David Swang Design

www.davidswang.com • 701-412-7572David Swang DesignLogos, brochures, ads, direct mail, sales sheets, newsletters, banners.

Hr & Payroll Implementation & Consulting

Integrity Data www.integrity-data.com217-732-3737 ext. 0203HR & Payroll Enhancements for Dynamics GPWe can implement the entire HRP solution or only certain components. We also offer a variety of training services.

Implementation Services


Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105EDI VAN Lanham can be your one EDI stop, but we won’t lock you in. Full function. Fair Price.

Liberty Grove Software, Inc. www.libertygrovesoftware.com • 630-858-7388NAV Implementation ServicesLet us train and guide you to a successful implementation.


Managed Freight Services


TM


www.DynamicsTMS.com847-963-0007 ext. 136DynamicsTMS® Transportation Management SystemThe plug & play system includes full Parcel, LTL, TL, & Intl tariff mgt.

Managed Services

OneNeck IT Services www.oneneck.com • 480-315-3000Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, flex-ible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

RedTail Solutions www.redtailsolutioins.com • 508-983-1900RedTail EDICloud-based managed EDI service for sup-pliers to retailers. Best EDI with lowest TCO.

Marketing Planning & Services

Looking Glass Marketing

www.lookingglassmarketing.com614-453-5927Cost-effective Marketing Solutions for Microsoft Dynamics PartnersAward-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.


www.thepartnermarketinggroup.com605-574-9432Microsoft 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.

The Promersberger Company www.promersberger.com • 701-492-9194NEW: Vertical Marketing Planning ServicesSuccessful vertical marketing starts with a solid plan. With 39 years experience working with manufacturing clients combined with 21 years of MS Dynamics marketing, let us put our creative talents to work for you.

Tornado Marketing, Inc.

www.tornado-marketing.com • 608-213-0377Marketing ConsultingTornado Marketing provides high-impact marketing services.

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Look for this icon to identify solutions that have earned the Certified for Microsoft Dynamics accreditation.

Market research





Member Organizations

Dynamic Communities

www.dynamiccommunities.com • 877-324-8880Microsoft Dynamics User Groups – AXUG, CRMUG, GPUG, NAVUGThe User Groups are independent com-munities that empower Microsoft Dynamics users to connect, learn and share experi-ences to improve their use of and ROI on their solution. User & Partner memberships are available.

.nEt development


Isis, Inc. www.isisinc.com • 804-762-4200Isis .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!

SWCS Consulting Inc. www.swcsconsulting.com • 780-413-8284.NET DevelopmentExperienced developer using proven methodology to create professional, custom solutions for Dynamics GP, CRM and SharePoint.

Partner Support Service

Plumbline Consulting, LLC.

www.PlumblineConsulting.com • 866-510-7826Partner Support ServicesLeverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.

Sales tax Management Service

Avalara, Inc.


SharePoint development

DynamicPoint www.dynamicpoint.com • 562-726-4396Your Source Exclusively for Microsoft Dynamics & SharePoint IntegrationPortals, Business Automation & Custom Products integrated with Dynamics.

Software development Consulting

Isis, Inc. www.isisinc.com • 804-762-4200Isis 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!

Mekorma www.mekorma.com • 888-635-6762Dynamics GP Custom DevelopmentExperts in Dynamics GP and Dynamics CRM. Full package custom development or contract for specific services: discovery, specs, testing, documentation.


telemarketing/telesales





training

Accolade Publications, Inc. www.accoladepublications.com • 321-206-4690Training ManualsUser and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.

Webucator, Inc. www.webucator.com/microsoft/microsoft-dynamics.cfm • 877-932-8228Dynamics 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


Liberty Grove Software, Inc. www.libertygrovesoftware.com • 630-858-7388Fixed Price UpgradesBring forward your customizations and data for a fixed price.

Vertical Marketing

The Promersberger Company www.promersberger.com • 701-492-9194NEW: Vertical Marketing Programs & ServicesFor 39 years, we’ve helped equipment manufacturing companies increase market share and brand equity. Let us put that experience to work for you with vertical marketing programs for manufacturing and distribution.

Video Marketing

The Partner Marketing Group www.thepartnermarketinggroup.com605-574-9432Video Marketing for Dynamics CRMLearn how “Dave Saves the Day” video series can help you sell more CRM.

Writing/documentation Services

Spindler Marketing Communications

www.spindlermarketing.com • 651-683-0427Professional Marketing CopywritingExpert case study, brochure, factsheet, web and direct mail copywriting.


www.thepartnermarketinggroup.com605-574-9432Blog, Case Study and Website Writing ServicesUse blog writing, case studies and website content to build your brand.

The Promersberger Company www.promersberger.com • 701-492-9194NEW: Professional Case StudiesCase studies help build your credibility if you have a professional writer telling the story. Look no further, we have created a streamlined process for writing high impact case studies that are cost-effective.

Tornado Marketing, Inc.

www.tornado-marketing.com • 608-213-0377CopywritingJust say NO to boring brochures, painful PowerPoints and the same old blah, blah, blah. We write content that sizzles.

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www.rocktonsoftware.com • 877.476.2586

Making Microsoft Dynamics® GP Work Simpler & Easier

Did you know that all of these tools are available in our Dynamics GP Toolbox, which has over 20 tools to make your Dynamics GP experience simpler and easier?

Visit www.rocktonsoftware.com/tools for a complete list, and email [email protected] for your FREE trial keys today!

Rockton Software is

a creative company

that develops products

that make Microsoft

Dynamics® GP more

intuitive and user-

friendly to improve

customers’ lives by

making their work

simpler and easier.

Dynamics GP ToolboxA collection of tools that improve the Microsoft Dynamics GP experience.

FeaturesDynamics GP Toolbox is a collection of tools our customers have asked for! The Dynamics GP Toolbox foundation was built by combining popular products to arm our customers with more ways to simplify their day-to-day operations in Microsoft Dynamics GP. It doesn’t matter if you are a system administrator or an end user, Dynamics GP Toolbox has something for everyone!

Security Tools that make the system more secure. Tools include: Password Policy Options, Inactivity Timeout, User Lockout, Safe Login, Redirect and Security Manager

Administration Tools that help the System Administrator. Tools include: Version Pro, Login Logging, System Maintenance Lockout and Conditional Field Level Security

Business Processes Tools that improve specific modules. Tools include: Reason for Hold, DocSync, Payment Approval, Period Open/Close and Reset Batches

User Experience Tools that make the Microsoft Dynamics GP experience simpler and easier. Tools include: Mentor, Inspector, Auto Login, PopUps, and Widgets

Administration

Auto Login, PopUps, and Widgets

www.rocktonsoftware.com • 877.476.2586

Making Microsoft Dynamics® GP Work Simpler & Easier

For additional product information, including pricing details, please contact [email protected]

A collection of tools

that improve the

Microsoft Dynamics

GP experience.

Dynamics GP Toolbox ~ List of Tools

Security – tools that make the system more secure

Password Provides password restrictions to both user password and the systemPolicy password, above and beyond those provided by Microsoft Dynamics GPOptions and Microsoft SQL Server

Inactivity Allows a workstation to be gracefully logged out of MicrosoftTimeout Dynamics GP after a pre-defined period of inactivity

User Lockout Lock users out of Microsoft Dynamics GP after they have made three unsuccessful password attempts

Safe Login Prevents user from doing anything immediately after logging into Microsoft Dynamics GP until all products have completely initialized

Redirect Allows you to assign a different window to open when a user does not have security access to a given window, such as an inquiry window when access is removed from a maintenance window

Security Allows you to view, report on, and manage security in a muchManager more intuitive interface than is available with Microsoft Dynamics GP

Administration – tools that help the System Administrator

Version Pro Manage 3rd party products across your enterprise by ensuring all servers and workstations have the correct products installed

Login Logging Track actual logins against the Microsoft Dynamics GP registered user count

System Allows a system administrator to prevent users from logging into aMaintenance specified company or all companiesLockout Conditional Field Add conditional Dexterity scripting to fields, allowing simple Level Security customization of Microsoft Dynamics GP