2013 spring - navug magazine

Spring 2013 • www.NAVUG.com

Is It tIme?Is Is Is It tt tIIme?expert tIps to help you plan

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Spring 2013 3

spring 2013

In Every Issue

5 From the Director

6 News

8 Rome and Regional Chapter News

9 Welcome to Our New Members

9 Events

15 Name That Photo Contest

23 Academy Corner

25 Word Find

29 The List, from The Partner Channel

Features

10 User Member Showcase Alarm Detection Systems

12 Tips & Tricks

16 Microsoft Member Showcase Dmitry Chadayev

18 Perfecting the Upgrade

20 User Member Showcase Quidsi, Inc.

24 VAR Partner Member Showcase Liberty Grove Software

28 ISV Partner Member Showcase Altec

nneewwssnewsB2B CFO, the nation’s largest CFO services fi rm, made the prestigious list of Top 100 Small Business Infl uencers in North America in an annual ranking created by Small Business Trends and Small Business Technology. In 2011, Jerry L. Mills, founder and chief executive offi cer of B2B CFO, was recognized in the “Leaders” category at the inaugural awards program. Th e Small Business Infl uencer Awards was established to honor companies, organizations, and people who have made a meaningful and lasting impact on the North American small business market. Together, Colin G. Funk, NAVUG™ Member and B2B CFO partner, along with 217 other Partners in 45 states, work with more than 600 businesses in the nation with combined annual sales of more than $3 billion. Visit www.colinfunkcfo.com or www.b2bcfo.com for more info.Birko, a leader in providing food safety solutions to the protein

industry, announced a defi nitive agreement to acquire Espy Technologies, Inc. ETI specializes in providing ongoing servicing and upkeep of washing and pasteurizing cabinets manufactured by Chad Equipment, LLC, Olathe, Kansas, the equipment division of Birko. Th rough Birko’s environmentally-responsible chemicals for sanitation and processing, Chad’s carcass washing and pasteurizing equipment, and now Espy’s servicing capabilities, Customers will further benefi t from Th e Birko Advantage, a total integrated food safety solution of chemistry, equipment, and technology. Founded in 1953, Birko is a WBENC Certifi ed Women’s Business Enterprise and was awarded Supplier of the Century by the National Meat Association. Visit www.birkocorp.com for more info.Triumph Commercial Finance is pleased to announce that it has provided a $2.5 million revolving credit facility through a multi-year agreement to The Bradshaw Group, Inc. of Richardson, Texas. “Th e refi nancing of our debt with Triumph Commercial Finance represents a signifi cant achievement for Bradshaw as we prepare the company for its future,” said Lee Weiner, Bradshaw’s CFO. “Th is new credit facility creates additional strategic optionality that under the previous arrangement simply was not available. Th e company now has the necessary working capital structure to execute on both our strategic initiatives and operational growth plans,” he continued. Th e Bradshaw Group, Inc. is a leading manufacturer and global supplier of network and production printer parts, supplies, and refurbished equipment.

Community NewsJoyce Meyer Ministries, an organization aimed at sharing Christ and loving people, continues to be the number one most re-tweeted brand on Twitter. With close to fi ve million collective followers among all active social media channels, the ministry ranks at the top of its vertical market in terms of social media. Hand of Hope, the missions arm of Joyce Meyer Ministries, also reached a milestone, serving more than 150 million meals around the world. Hand of Hope has also treated more than 100 million medical patients worldwide.

LMG Touring took home a Top Dog Award for “Best Regional Production Company, East” at the 2013 Tour Link Conference in late January, held in Scottsdale, Arizona at the Talking Stick Resort. Th e Top Dog Awards are bestowed upon the very best-of-the-best in the touring community as voted via ballot and selected by industry peers each year. Congratulations to the entire LMG Touring team!Michael Aram has opened a new showroom at Th e Atlanta

International Gift & Home Furnishings Market. Th e company also received an award for Outstanding Visual Display for the new showroom. Visit www.michaelaram.com to learn more.NCFE Celebrates a Sweet Implementation

NCFE, a qualifi cation awarding organization and registered charity based in Newcastle upon Tyne, England, has 160 staff and

just under 6,800 active accounts in Microsoft Dynamics CRM. Th e company launched Microsoft Dynamics CRM 4.0 in December 2010 to help the organization better understand its relationships with Customers and help the internal

team work more collaboratively. Since then, the company has made signifi cant progress by introducing Microsoft Dynamics CRM 2011 in September 2012 followed by the introduction of Microsoft

Dynamics NAV 2009 in December 2012, which was celebrated with a sweet tree (see photo), balloons, and sparklers to thank the team.

Hot on the heels of the Microsoft Dynamics NAV launch, NCFE went live with Credit Control functionality in Microsoft Dynamics CRM, which is updated by Microsoft Dynamics NAV on an hourly basis.

Microsoft Dynamics NAV, with its integration with Microsoft Dynamics CRM, has replaced Sage 200, Credit Hound, and multiple Excel worksheets to provide NCFE with one all-encompassing fi nance system, bringing signifi cant business benefi ts. “Th anks to the tremendous hard work of all involved, we’ve made fantastic progress in delivering a strategically signifi cant system for the business,” said Graeme Walker, director of business services at NCFE.Seventh Generation was recognized as a “Rock Star

of the New Economy” earning the Lifetime Achievement Award for its durability, resilience, and ability to not just survive, but also thrive in an ever-changing marketplace. Seventh Generation is committed to being the most trusted brand of household and personal care products. Seventh Generation is guided by the vision that “In our every deliberation, we must consider the impact of our decisions on the next seven generations.” Th e use of Seventh Generation products makes a diff erence by saving natural resources, reducing pollution, and making the world a better place for this and the next seven generations. For information on Seven Generation cleaning, paper, baby, and feminine personal care products, and to fi nd store locations, visit www.seventhgeneration.com. Shaw Development, LLC is pleased to announce being

named Manufacturer of the Year by the Manufacturing Association of Florida (MAF). Shaw was named Manufacturer of the Year in the 131 – 300 employee category. “Th ere are many great things happening at Shaw, but having Shaw’s employees receive recognition as best in the state at what they do brings the message home that they make a diff erence,” said Kevin Hawkesworth, president and CEO of Shaw. Shaw Development is a global provider of fl uid management solutions to the heavy duty vehicle market. Key product areas include diesel exhaust fl uid reservoir systems used in selective catalytic reduction compliance programs, fuel systems, mechanical components, fast fi ll refueling systems, tools, and expandable plugs. Sunrise Identity, one of the country’s largest promotional merchandise distributors, is pleased to announce that

it has been named to the Quality Certifi cation Alliance (QCA) – Distributor Advocacy Council. QCA is an independent accreditation organization whose mission is to elevate the standards by which industry fi rms that import and/or manufacture promotional products provide consistently safe, high-quality, socially-compliant, and environmentally-conscientious merchandise. By being selected to the QCA Distributor Advocacy Council, Sunrise has shown a commitment to protect its clients’ brands. “Being part of the QCA Distributor Advocacy Council is a testament to the commitment and seriousness with which industry leaders take product safety and compliance. QCA’s work is a positive step in helping the promotional products industry become a model for others to follow with respect to the important issues of product safety and compliance”, said Mitch Mounger, CEO of Sunrise Identity.

Th is past December, Skagit Gardens decided to create some holiday fun and excitement in its hometown of Mount Vernon, Washington. Employees orchestrated a fl ash mob planting to spruce up city planters, featuring helleborus Jacob, a beautiful, tenacious perennial that will fl ower and add interest to gardens, patios, entryways – and city streets! – through the blustery winter season. Mayor Jill Boudreau was on hand off ering encouraging words to the volunteer crew of employees, shop owners, and master gardeners, as was well-known cooking personality and local community advocate, Graham Kerr, who wielded his own personal trowel. Visit the Skagit Gardens Facebook page at www.facebook.com/pages/Skagit-Gardens/ to learn more.

Th e Universal Sanitary Equipment Manufacturing Company (USEMCO), based out of Tomah, Wisconsin, developed a digester operation specifi cally to encompass small-herd operations. Th e USEMCO design caters to farms with 150 to 200 cows, and its pilot project came online earlier this spring. “Wisconsin is known for its many small, family-owned dairy farms. By developing a digester system that taps the renewable energy of these farms, we are greatly increasing the potential production of renewables while helping farmers minimize farm waste,” said Pat Rezin, president of USEMCO. USEMCO was awarded the Special Agricultural Facility Grant from the State of Wisconsin to develop and demonstrate an anaerobic digester that is cost-eff ective for small farms. To learn more, visit www.usemco.com

NAVUG.

Spring 2013 7

6 NAVUG Magazine

Magazine

contentsT A B L E O F

Spring 2013 www.NAVUG.com

IS IT TIME?EXPERT TIPS TO HELP YOU PLAN

Advertiser

Index

ABC Computers, Inc. . . . . . . . . 17

Altec . . . . . . . . . . . . . . . . . . . . . 14

Beck Consulting. . . . . . . . . . . . 13

Equisys, Inc. . . . . . . . . . . . . . . . .4

Gorilla Expense . . . . . . . . . . . .22

Lanham Associates . . . . . . . . .21

MetaViewer from Metafi le . . . . .2

Minisoft . . . . . . . . . . . . . . . . . . . 11

TARGIT . . . . . . . . . . . . . . . . . . .26

Torrential Data . . . . . . . . . . . . .52

Spring 2013 19

Thinking about an upgrade? NAVUG™ spoke with Kim Congleton, director of IT for Group O, Per Mogensen, owner of Mergetool.com, and Greg Kaupp, CEO of ArcherPoint to find out what you need to consider to make your next upgrade a success…and to keep your

team talking to each other afterwards.The First StepsYou might feel ready, but are you? “When a User is ready to

upgrade, the first step they should take is to have an upgrade analysis

performed by a Partner that regularly does upgrades,” says Greg.

“An upgrade analysis will help a User determine the best approach,

estimated cost, and timeline. An upfront analysis is the best way to

ensure that a User will get the outcomes they are hoping for at the

completion of the upgrade.”Another way to get your upgrade off on the best foot is by involving

your key stakeholders. “The best thing you can do is get the business

PERFECTING THE

GRAD

EUP

case for the upgrade approved by your leadership team,” says Kim. “We select a leader from the business side to partner with the IT team and hold a kick-off meeting to present the project timeline and our objectives to management.”

Ask for HelpMany Users and Partners don’t have the

resources to focus all their efforts on an upgrade. “There are Partners out there that specialize in doing upgrades and at a reasonable cost,” says Per. “If you want to get there fast, you need to bring in resources that can help you be efficient and cost effective.”

Another group to ask is your Users. The people who use the software on a daily basis to make sure the upgrade will accomplish what they need to do. “It also works well to have Users participate in the testing process,” says Kim. “We had our Users write test scripts, which helped them get up to speed on changes, and we were able to use them as well when fixing defects.”

Start FreshIf you’re upgrading from a version older than Microsoft Dynamics NAV 2009, take the time to clean up your system and discover what you need…or don’t need. “Don’t create one single more report in Microsoft Dynamics NAV,” says Per. “It’s very expensive to redo a report as there’s no good conversion tool.

It also may make more sense to just re-implement than do a crunch of all of your code.”Also mentioned by Dmitry Chadayev (page 16), a transformation tool automates the work you need to do. “If you transform it rather than redevelop it, chances are 99 percent of it will be accepted, reducing the cost of your upgrade,” says Per.

Before You Flip the SwitchThe last thing you want is a huge headache after going live. Remedy that by testing, testing, testing. “We tested on the server we’re going live with so we can make sure the performance and connections are ready when we go live,” says Kim.

Kim also creates a checklist for go-live weekend and then puts it through the paces. “We run through our mock upgrade two to three times to make sure we know what’s going to happen and what we’ll run into on go-live weekend,” says Kim. “Practicing what the IT group will face and making sure employees know what to expect on Monday morning is critical to an upgrade’s success.”Follow Up

The upgrade doesn’t end with going live. “We support Users for two to three weeks after the upgrade,” says Kim. “Our goal is to have them prepared and ready to face whatever new things there are before the upgrade, but after the deployment, we meet weekly to address issues.”“After 30 days we hold a ‘lessons learned’ meeting to review what worked and what didn’t to prepare for the next upgrade,” continues Kim.

Reaping the Benefits“Microsoft Dynamics NAV 2009 did not deliver all the features as expected,” says Per. “Microsoft Dynamics NAV 2013 is fully functional and ready to go. It’s worth upgrading to this one. The performance functionality is more than doubled. The product is complete and truly ready for Users.”Greater productivity and more features are a given, but there’s more to look forward to with an upgrade. “Probably the biggest fringe benefit to committing to an upgrade is that it challenges the status quo,” says Greg. “An upgrade is a great opportunity to rethink the business and ask ourselves why we do things the way we do them.”

NAVUG

“An upgrade analysis will help a User

determine the best approach, estimated cost, and timeline.”

18 NAVUG Magazine

www.NAVUG.com

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© Equisys Inc 2012. All trademarks acknowledged. All information accurate at time of publication.

Zetadocs for NAV is now certified for Microsoft Dynamics NAV 2013!

Spring 2013 5

One of the most exciting things in the NAVUG™ community right now is the release of

Microsoft Dynamics NAV 2013. I can’t tell you how many Users, Partners, and even

Microsoft employees have told me that this is the best release yet.

Usually when a new version is released, I hear a lot of chatter about how there are some

great new features – but people typically have to think about the upgrade process and if the

expense is worth it. Not this time. Everyone seems to be fi guring out “when” – not “if”.

As part of our Microsoft Dynamics NAV 2013 webinar series, NAVUG recently hosted a

session on the new Cash Flow feature in Microsoft Dynamics NAV 2013. When Brian Nielsen

was done presenting the webinar, there were no questions; that’s a bit odd. And then one User

said, “It’s so exciting; we are stunned! We can’t wait to use it.” Another said, “Great session!

Our fi nance team will be excited about this feature...one more reason for us to upgrade!”

Th is is the feedback I hear every day. As such, I encourage you to read this issue with

your next upgrade in mind. Whether it is already planned or is just a seed planted in your

executives’ minds, know that this latest version of Microsoft Dynamics NAV can change your

business.

If you are at Convergence, you will have many great opportunities to meet fellow NAVUG

Members, share experiences, and learn from one another. NAVUG will host six breakout

sessions on Monday, followed by roundtable discussions based on your job role and “hot

topics”. You’ll also see your NAVUG peers leading many sessions – both interactive discussions

and concurrent sessions – throughout the week. What a fantastic opportunity to hear all

about Microsoft Dynamics NAV 2013 in person!

For those unable to attend Convergence, we’ll host as many sessions as we can as webinars.

Th ey’ll be listed at NAVUG.com/events, and their titles will begin with “NAVUG Convergence

Encore”.

Plus, we have many other great in-person NAVUG Events going on this year. Our annual

meeting in Waupaca, Wisconsin will be held on May 22 (more details can be found in the

Regional Chapter News on page 8). Also, we have already begun planning for NAVUG Forum.

Mark your calendar for October 21-24 and join us for this User group conference that will

be held in Tampa, Florida. Th is will be our best conference yet! (It also happens to be where I

live…so I can tell you all the good places to eat…and maybe grab a beverage or two).

Lastly, we are planning a User group conference in Germany in November. We know many

of our Users have operations outside the United States, and sending Users across the pond

isn’t always feasible. Keep an eye out for more details.

Hope to see you in New Orleans, in Waupaca, in Tampa, or in Germany!

Trish Boccuti

NAVUG Director

director

Microsoft Dynamics NAV 2013:

“When” Not “If”

Trish Boccuti

FR

OM

TH

E

news

B2B CFO, the nation’s largest CFO services fi rm, made the

prestigious list of Top 100 Small Business Infl uencers in North

America in an annual ranking created by Small Business Trends

and Small Business Technology. In 2011, Jerry L. Mills, founder

and chief executive offi cer of B2B CFO, was recognized in the

“Leaders” category at the inaugural awards program. Th e Small

Business Infl uencer Awards was established to honor companies,

organizations, and people who have made a meaningful and lasting

impact on the North American small business market. Together,

Colin G. Funk, NAVUG™ Member and B2B CFO partner, along with

217 other Partners in 45 states, work with more than 600 businesses

in the nation with combined annual sales of more than $3 billion.

Visit www.colinfunkcfo.com or www.b2bcfo.com for more info.

Birko, a leader in providing food safety solutions to the protein

industry, announced a defi nitive agreement to acquire Espy

Technologies, Inc. ETI specializes in providing ongoing servicing

and upkeep of washing and pasteurizing cabinets manufactured by

Chad Equipment, LLC, Olathe, Kansas, the equipment division of

Birko. Th rough Birko’s environmentally-responsible chemicals for

sanitation and processing, Chad’s carcass washing and pasteurizing

equipment, and now Espy’s servicing capabilities, Customers will

further benefi t from Th e Birko Advantage, a total integrated food

safety solution of chemistry, equipment, and technology. Founded

in 1953, Birko is a WBENC Certifi ed Women’s Business Enterprise

and was awarded Supplier of the Century by the National Meat

Association. Visit www.birkocorp.com for more info.

Triumph Commercial Finance is pleased to announce that it has

provided a $2.5 million revolving credit facility through a multi-

year agreement to The Bradshaw Group, Inc.

of Richardson, Texas. “Th e refi nancing of our debt with Triumph

Commercial Finance represents a signifi cant achievement for Bradshaw

as we prepare the company for its future,” said Lee Weiner, Bradshaw’s

CFO. “Th is new credit facility creates additional strategic optionality

that under the previous arrangement simply was not available. Th e

company now has the necessary working capital structure to execute

on both our strategic initiatives and operational growth plans,” he

continued. Th e Bradshaw Group, Inc. is a leading manufacturer and

global supplier of network and production printer parts, supplies, and

refurbished equipment.

Community NewsJoyce Meyer Ministries, an organization aimed at

sharing Christ and loving people, continues to be the number one

most re-tweeted brand on Twitter. With close to fi ve million collective

followers among all active social media channels, the ministry ranks

at the top of its vertical market in terms of social media. Hand of

Hope, the missions arm of Joyce Meyer Ministries, also reached

a milestone, serving more than 150 million meals around the

world. Hand of Hope has also treated more than 100 million medical

patients worldwide.

LMG Touring took home a Top Dog Award for “Best Regional

Production Company, East” at the 2013 Tour Link Conference in late

January, held in Scottsdale, Arizona at the Talking Stick Resort. Th e

Top Dog Awards are bestowed upon the very best-of-the-best in the

touring community as voted via ballot and selected by industry peers

each year. Congratulations to the entire LMG Touring team!

Michael Aram has opened a new showroom at Th e Atlanta

International Gift & Home Furnishings Market. Th e company

also received an award for Outstanding Visual Display for the new

showroom. Visit www.michaelaram.com to learn more.

NCFE Celebrates a Sweet

Implementation

NCFE, a qualifi cation awarding organization and registered

charity based in Newcastle upon Tyne, England, has 160 staff and

just under 6,800

active accounts in

Microsoft Dynamics

CRM. Th e company

launched Microsoft

Dynamics CRM 4.0

in December 2010 to

help the organization

better understand

its relationships

with Customers and

help the internal

team work more collaboratively. Since then, the company has made

signifi cant progress by introducing Microsoft Dynamics CRM

2011 in September 2012 followed by the introduction of Microsoft

j

6 NAVUG Magazine

Dynamics NAV 2009 in December 2012, which was celebrated with

a sweet tree (see photo), balloons, and sparklers to thank the team.

Hot on the heels of the Microsoft Dynamics NAV launch, NCFE went

live with Credit Control functionality in Microsoft Dynamics CRM,

which is updated by Microsoft Dynamics NAV on an hourly basis.

Microsoft Dynamics NAV, with its integration with Microsoft

Dynamics CRM, has replaced Sage 200, Credit Hound, and multiple

Excel worksheets to provide NCFE with one all-encompassing

fi nance system, bringing signifi cant business benefi ts. “Th anks to the

tremendous hard work of all involved, we’ve made fantastic progress

in delivering a strategically signifi cant system for the business,” said

Graeme Walker, director of business services at NCFE.

Seventh Generation was recognized as a “Rock Star

of the New Economy” earning the Lifetime Achievement Award for its

durability, resilience, and ability to not just survive, but also thrive in an

ever-changing marketplace. Seventh Generation is committed to being

the most trusted brand of household and personal care products. Seventh

Generation is guided by the vision that “In our every deliberation, we

must consider the impact of our decisions on the next seven generations.”

Th e use of Seventh Generation products makes a diff erence by saving

natural resources, reducing pollution, and making the world a better

place for this and the next seven generations. For information on Seven

Generation cleaning, paper, baby, and feminine personal care products,

and to fi nd store locations, visit www.seventhgeneration.com.

Shaw Development, LLC is pleased to announce being

named Manufacturer of the Year by the Manufacturing Association of

Florida (MAF). Shaw was named Manufacturer of the Year in the 131

– 300 employee category. “Th ere are many great things happening

at Shaw, but having Shaw’s employees receive recognition as best in

the state at what they do brings the message home that they make

a diff erence,” said Kevin Hawkesworth, president and CEO of Shaw.

Shaw Development is a global provider of fl uid management solutions

to the heavy duty vehicle market. Key product areas include diesel

exhaust fl uid reservoir systems used in selective catalytic reduction

compliance programs, fuel systems, mechanical components, fast fi ll

refueling systems, tools, and expandable plugs.

Sunrise Identity, one of the country’s largest

promotional merchandise distributors, is pleased to announce that

it has been named to the Quality Certifi cation Alliance (QCA) –

Distributor Advocacy Council. QCA is an independent accreditation

organization whose mission is to elevate the standards by which

industry fi rms that import and/or manufacture promotional

products provide consistently safe, high-quality, socially-compliant,

and environmentally-conscientious merchandise. By being selected

to the QCA Distributor Advocacy Council, Sunrise has shown a

commitment to protect its clients’ brands. “Being part of the QCA

Distributor Advocacy Council is a testament to the commitment

and seriousness with which industry leaders take product safety and

compliance. QCA’s work is a positive step in helping the promotional

products industry become a model for others to follow with respect

to the important issues of product safety and compliance”, said Mitch

Mounger, CEO of Sunrise Identity.

Th is past December, Skagit Gardens decided to create

some holiday fun and excitement in its hometown of Mount Vernon,

Washington. Employees orchestrated a fl ash mob planting to spruce

up city planters, featuring helleborus Jacob, a beautiful, tenacious

perennial that will fl ower and add interest to gardens, patios,

entryways – and city streets! – through the blustery winter season.

Mayor Jill Boudreau was on hand off ering encouraging words to the

volunteer crew of employees, shop owners, and master gardeners, as

was well-known cooking personality and local community advocate,

Graham Kerr, who wielded his own personal trowel. Visit the

Skagit Gardens Facebook page at www.facebook.com/pages/Skagit-

Gardens/ to learn more.

Th e Universal Sanitary Equipment

Manufacturing Company (USEMCO), based

out of Tomah, Wisconsin, developed a digester operation specifi cally

to encompass small-herd operations. Th e USEMCO design caters to

farms with 150 to 200 cows, and its pilot project came online earlier this

spring. “Wisconsin is known for its many small, family-owned dairy

farms. By developing a digester system that taps the renewable energy

of these farms, we are greatly increasing the potential production of

renewables while helping farmers minimize farm waste,” said Pat

Rezin, president of USEMCO. USEMCO was awarded the Special

Agricultural Facility Grant from the State of Wisconsin to develop and

demonstrate an anaerobic digester that is cost-eff ective for small farms.

To learn more, visit www.usemco.com NAVUG.

Spring 2013 7

newsNAVUG Midwest Meeting

Have you ever heard of Waupaca, Wisconsin? Well, neither had

I until a few years ago. Now it’s one of my favorite places to go each

year. And I hope you can join us there on May 22 for our annual

NAVUG™ Midwest Regional Chapter meeting. Th ings get started the

evening of May 21 with a welcome reception, followed by a full day of

Microsoft Dynamics NAV education.

Chapter leader Scott Rose polled Users, and the result is a great

lineup of sessions. Th ere will be 13 diff erent sessions to choose

Regional Chapter Newsfrom, including a deep dive into reporting. We’ll also cover budgets

in Microsoft Dynamics NAV, OData (a new feature in Microsoft

Dynamics NAV 2013), upgrading tips and tricks, and more – and

leave plenty of time for networking and sharing best practices.

We’ll also have plenty of ISVs on hand with a mini tradeshow so

you can learn about the various products during breaks. You’ll see

Equisys, Fastpath, Jet Reports, Lanham Associates, Mergetool.com,

Sologlobe, TARGIT, and more!

Th is event is free for our NAVUG Premium Members. NAVUG

by Trish Boccuti

Many analogies can be drawn from the fact that the fi rst NAVUG™

event in Europe was held just down the street from the site of

the ancient Roman Forum. Like the Forum, the event was a place to

gather and share information. Although the ancient Romans most

likely weren’t discussing business issues and their company’s use of

Microsoft Dynamics NAV, the premise of value through community

stood clear.

In January, NAVUG hosted Users from Denmark, France, Germany,

Italy, Kenya, Liechtenstein, Portugal, Spain, Th e Netherlands, and the

United States at the Microsoft offi ces in Rome. Th is two-day event

brought together several diff erent Microsoft Dynamics NAV User

groups from across Europe.

In a quick couple of days, these groups got to participate in many

activities including speed networking, educational sessions, roundtable

discussions, and ask the expert panels.

“One of the fi rst thoughts that come to my mind is the feeling that

we are not alone in this. We now have access to other Users who have

similar problems or are using the system in a diff erent way. Th is gives us

comfort in using the product. Secondly the speakers at the event were

very passionate about the topics, and we went back with a feeling that

we can do so much more,” said Nisheel Shah, CFO of Osho Chemical

Industries Limited, who traveled from Kenya for the event.

Th e event spawned the idea for a Federation of Dynamics

Associations where the varying User groups can come together

and share thoughts and ideas with each other and connect through

a worldwide dialog. While Users in a country have much to discuss

about localization issues, there are many opportunities for sharing

knowledge around issues that are global in nature.

While some countries, like Germany and Th e Netherlands, already

have established User groups, NAVUG was able to start chapters in

countries that were without, such as Kenya.

Keep an eye out for more information about our next NAVUG

Europe event, which will be in Germany in November. We hope you

can join us! NAVUG

When in Rome...

8 NAVUG Magazine

membersW E L C O M E T O O U R N E W

organicgirl Joins NAVUG

From Trish Boccuti: One of my favorite things about grocery shopping is when I end up with NAVUG™ Members’ products in my

cart. Sometimes it is the Sparkling ICE drinks from Talking Rain; sometimes it is Nissin Foods’ Big Cup Noodles. And now, one of our

newest NAVUG Members makes my new favorite salad greens – organicgirl®. I asked Dan Kline, organicgirl’s director of information

systems, to tell us more about organicgirl. Here he shares the story:

We created the name organicgirl because we wanted something that had a sense of youth and promise and freshness about it. And

we wanted to make real sure you know we’re an organic-only company. And once we chose the name, something dawned on us: Who

is organicgirl? Both men and women alike who enjoy healthy, fresh, sustainable produce grown in harmony with Mother Nature.

We’re all organicgirls. In fact, we have it on good authority that Mother Nature is an organicgirl, too.

Our desire is to always be seen as off ering the very best quality produce done the right way. Th is means unique approaches to

organic growing. It means rejecting produce that just isn’t good enough. It means triple washing our salads. It means using earth-

friendly, 100 percent recycled plastic packaging. It means a real focus on getting our produce to your store as fast as possible. It means

off ering products that are a bit diff erent in some way that matters to you.

In our collaboration with NAVUG, you’ll see us as NewStar Fresh Foods. Keep in mind that it’s organicgirl we nurture in this

NewStar corporate house, using Microsoft Dynamics NAV to deliver the best, freshest organic products to you.

Learn more about organicgirl at iloveorganicgirl.com.

Spring 2013 9

events

Webinars

MARCH 27 - Special Interest Group (SIG): Finance

APRIL 9 - Convergence Encore: Tips & Tricks for Supply

Planning in Microsoft Dynamics NAV

APRIL 10 - How to Approach an International Deployment

APRIL 11 - NAVUG User Group Orientation

APRIL 17 - Workshop: Cycle Counting in Microsoft

Dynamics NAV

APRIL 18 - Inventory Reconciliations - Reconcile Your

Inventory Detail to Agree to the General Ledger

APRIL 23 - Ask the Experts: Finance

APRIL 30 - Jet Express for Microsoft Dynamics NAV Training

MAY 6 - Ask the Experts: Manufacturing

MAY 9 - Ask the Experts: Accounts Receivable

Regional Chapter

Meetings

MAY 22 - NAVUG Midwest Regional Chapter Meeting

We have several upcoming webinars and training classes.

Visit www.NAVUG.com/events to learn more and register.

10 NAVUG Magazine

Microsoft Dynamics NAV enjoys a worldwide reputation as a leading financial management system, but for a family-

owned alarm business located west of Chicago, the accounting is just the beginning. It has helped Alarm Detection Systems develop a reputation for impeccable management of inspections required for fire alarms. The company’s Microsoft Dynamics NAV solution coordinates via smartphones with more than 100 field-based technicians.

In fact, Alarm Detection System’s approach to using Microsoft Dynamics NAV was recently recognized and honored by Microsoft: the company was chosen as the 2013 Customer Excellence: Small and Medium Busines award winner. With more than 200 employees, the business has thousands of customers who rely on the company for a range of alarm systems, from burglar, fire, and card access to closed-circuit television. Based on monthly revenue, Alarm Detection Systems is one of the 25 largest alarm companies in the country.

“As an alarm company, the monitoring technology is the most important, but Microsoft Dynamics NAV is definitely second,” says Mark Schramm, MIS manager, who explains that while there is a lot of base and enhanced Microsoft Dynamics NAV capabilities that are used (AP, payroll, and inventory, for example), the ease with which the code within the solution can be accessed and customized contributed to the ability to develop programs to improve the management of inspections, inventory, and service calls. In fact, Microsoft Dynamics NAV is so integral to the daily routine at Alarm Detection Systems that people throughout the company refer to it not as the accounting system but as the business system. “When a system such as document imaging is down, people say NAV is down,” Mark says. “It’s that seamless.”

Unfortunately, seamless was not the word that would describe the company’s records pertaining to fire alarm inspections. Businesses are required to have their alarms inspected regularly, but different devices require different inspections at different intervals. Alarm Detection Systems used Excel to manage the information, which included issuing reports and notifying fire departments of inspection results. The complexity of the report interactions required the company to find a more robust solution. After looking at several systems used in the industry, including a cloud-based offering that charged a fee every time something was scanned, Mark decided to develop a solution in-house. “We’ve been complimented on the accuracy of our testing reports,” he says. “And we deployed a system that performs to our needs.”

The tasks Mark throws at Microsoft Dynamics NAV aren’t stopped by physical walls. He and his team recently built a dispatch system within Microsoft Dynamics NAV that works with the smartphones used by the company’s more than 100 field technicians. In turn, they use it to manage the status on tickets and document the time they’ve spent on each call. “We’re working on using the data from the phones to automate time keeping,” Mark says.

After more than a decade using the technology, it might seem like the appeal of a User group would start to wane, but for Mark it’s the exact opposite. “I wasn’t that involved until recently,” he says. His VAR started a local chapter in Madison, Wisconsin, which has evolved into the NAVUG Midwest Regional Chapter. Mark has presented on topics such as handhelds and reporting, and he and Alarm Detection Systems even hosted one of the meetings last year. But for him the main draw is learning. “Even if people are talking about doing things at a business that’s totally different from ours, I always come back with ideas on how I can use what I learned,” he says. NAVUG

showcaseu s e r m e m b e rAlarm Detection Systems

CompanyAlarm Detection Systems

HeadquartersAurora, Illinois

IntervIewee

Mark Schramm, MIS manager

emaIl

[email protected]

websIte www.adsalarm.com

establIsHed 1968

number of employees

200

mICrosoft dynamICs nav user sInCe

1997

number of users100

navuG™ member sInCe

2010

Award Winner Takes Dynamic Approach

12 NAVUG Magazine

T T&T T&T T&T T&tips & tricks

one of the highlights of Microsoft Dynamics NAV 2009’s RoleTailored Client (RTC) is the User’s home screen, also known

as the Role Center page. Each User can personalize it to suit his/her preferences with Activity Cues, Microsoft Outlook highlights, short-lists (of selected Customers, Vendors, and Items), and Charts.

Microsoft Dynamics NAV 2009 comes pre-loaded with about 40 charts, and more custom charts can easily be created or imported. To view the list of charts from the RTC, navigate to Departments > Administration > (Application Setup) > RoleTailored Client > (Lists) > Charts. (In the Classic Client, look under the same menus but start with Administration since there is no Departments menu.)

Being familiar with Microsoft Dynamics NAV table object numbers, you will immediately notice that the Chart IDs tell you

what table they are linked to. For example, Chart IDs 18-01 and 18-02 are related to Table 18 (Customer). If you were to create a new Chart that was linked to the Customer table, the ID could be 18-03 or 18-50000. I prefer the latter, in case the next release of Microsoft Dynamics NAV includes more built-in charts which would likely be numbered 18-03, 18-04 etc.

Let’s look at Chart ID 18-01 (Sales & Profit per KeyAcc). Go back to the Home > Role Center page, and add this chart to the page. By default, it should look something like this:

The Y-axis represents the Sales and Profit amounts in ($), while the X-axis represents the Customer Nos (as highlighted with the red arrows).

In most cases, you (or your client) may not be able to readily infer the Customer’s name from the Customer No., especially if they are plentiful and a generic sequential numbering series is being used. In this Tips & Tricks article, we will modify this chart to display the Customer Name instead of Customer No.

Go back to the Charts list page (Departments > Administration > …), and click on the row for Chart ID 18-01. Click on Actions > Functions > Export Chart. Save the XML file to an easily accessible location such as your Desktop or My Documents folder, and name it 18-01Custom.xml instead of the pre-assigned filename Default.XML.

Open this XML document with your favorite XML editor (or Notepad). Look under <XAxis> for <Field Name=”No.” />. Since we want to display the Customer Name, we need to replace “No.” to

Customizing Microsoft Dynamics NAV 2009 RTC Role Center Chartsby AJ Ansari

Page 1 of 1

Customizing Microsoft Dynamics NAV 2009 RTC Role

Center Charts

One of the highlights of Microsoft Dynamics NAV 2009�s RoleTailored Client (RTC) is the User’s home screen, also known as the Role Center page. Each User can personalize it to suit his/her preferences with

Activity Cues, Microsoft Outlook highlights, short-‐lists (of selected Customers, Vendors, and Items), and Charts.

Microsoft Dynamics NAV 2009 comes pre-‐loaded with about 40 charts, and more custom charts can easily be created or imported. To view the list of charts from the RTC, navigate to Departments >

Administration > (Application Setup) > RoleTailored Client > (Lists) > Charts. (In the Classic Client, look under the same menus but start with Administration since there is no Departments menu.)

Being familiar with Microsoft Dynamics NAV table object numbers, you will immediately notice that the Chart IDs tell you what table they are linked to. For example, Chart IDs 18-‐01 and 18-‐02 are related to

Page 1 of 1

Customizing Microsoft Dynamics NAV 2009 RTC Role

Center Charts

One of the highlights of Microsoft Dynamics NAV 2009�s RoleTailored Client (RTC) is the User’s home screen, also known as the Role Center page. Each User can personalize it to suit his/her preferences with

Activity Cues, Microsoft Outlook highlights, short-‐lists (of selected Customers, Vendors, and Items), and Charts.

Microsoft Dynamics NAV 2009 comes pre-‐loaded with about 40 charts, and more custom charts can easily be created or imported. To view the list of charts from the RTC, navigate to Departments >

Administration > (Application Setup) > RoleTailored Client > (Lists) > Charts. (In the Classic Client, look under the same menus but start with Administration since there is no Departments menu.)

Being familiar with Microsoft Dynamics NAV table object numbers, you will immediately notice that the Chart IDs tell you what table they are linked to. For example, Chart IDs 18-‐01 and 18-‐02 are related to

Page 2 of 2

Table 18 (Customer). If you were to create a new Chart that was linked to the Customer table, the ID could be 18-‐03 or 18-‐50000. I prefer the latter, in case the next release of Microsoft Dynamics NAV

includes more built-‐in charts which would likely be numbered 18-‐03, 18-‐04 etc.

Let’s look at Chart ID 18-‐01 (Sales & Profit per KeyAcc). Go back to the Home > Role Center page, and add this chart to the page. By default, it should look something like this:

The Y-‐axis represents the Sales and Profit amounts in ($), while the X-‐axis represents the Customer Nos (as highlighted with the red arrows).

In most cases, you (or your client) may not be able to readily infer the Customer’s name from the

Customer No., especially if they are plentiful and a generic sequential numbering series is being used. In this Tips & Tricks article, we will modify this chart to display the Customer Name instead of Customer No.

Go back to the Charts list page (Departments > Administration > …), and click on the row for Chart ID

18-‐01. Click on Actions > Functions > Export Chart. Save the XML file to an easily accessible location such as your Desktop or My Documents folder, and name it 18-‐01Custom.xml instead of the pre-‐

assigned filename Default.XML.

Page 2 of 2

Table 18 (Customer). If you were to create a new Chart that was linked to the Customer table, the ID could be 18-‐03 or 18-‐50000. I prefer the latter, in case the next release of Microsoft Dynamics NAV

includes more built-‐in charts which would likely be numbered 18-‐03, 18-‐04 etc.

Let’s look at Chart ID 18-‐01 (Sales & Profit per KeyAcc). Go back to the Home > Role Center page, and add this chart to the page. By default, it should look something like this:

The Y-‐axis represents the Sales and Profit amounts in ($), while the X-‐axis represents the Customer Nos (as highlighted with the red arrows).

In most cases, you (or your client) may not be able to readily infer the Customer’s name from the

Customer No., especially if they are plentiful and a generic sequential numbering series is being used. In this Tips & Tricks article, we will modify this chart to display the Customer Name instead of Customer No.

Go back to the Charts list page (Departments > Administration > …), and click on the row for Chart ID

18-‐01. Click on Actions > Functions > Export Chart. Save the XML file to an easily accessible location such as your Desktop or My Documents folder, and name it 18-‐01Custom.xml instead of the pre-‐

assigned filename Default.XML.

Spring 2013 13

“Name” (i.e., display Field 2 from Table 18 instead of Field 1).Once changed, it will look like this: <Field Name=”Name” />Next, update the <Caption> values as well by changing <Text

ID=”ENU”>Customer No.</Text> to <Text ID=”ENU”>Customer Name</Text>.

This line appears twice in the XML file, so be sure to update both. Save the file as 18-50000.xml and close your XML editor/Notepad.

In Microsoft Dynamics NAV on the Charts page, click the New icon on the Charts page. In the window that pops up, type in 18-50000 in the ID column. In the Name column, type in Custom-Sales and Profit KeyAcc. Click OK.

Back on the Charts page, find and click on the row for our new Chart ID 18-50000. You will notice that the column titled Data is unchecked (if it is not visible on the page, use Choose Columns to make it visible). The Data field is only checked when an XML chart definition exists for the Chart ID.

Click on Actions > Functions > Import Chart and select 18-50000.xml to import it into Microsoft Dynamics NAV. The Data column will now contain a check mark.

Finally, go back to the Home > Role Center page, remove Chart ID 18-01, and add Chart ID 18-50000 to the page in its place. Your

modified chart will now show Customer Names (in alphabetical order) on the X-Axis.

In this walkthrough, we made a very simple modification to a built-in chart. Back in the XML file, you will find other parameters that can be modified such as the Date filter, Customer filter, etc. After making any additional desired changes, save the XML file and follow the steps above to import the XML file to our Chart ID 18-50000.

Et voila! NAVUG

AJ Ansari is a Microsoft Dynamics NAV product manager for InterDyn BMI. He can be reached at [email protected]. You can find more tips from AJ and the InterDyn BMI team at http://letstalknav.com.

Page 3 of 3

Open this XML document with your favorite XML editor (or Notepad). Look under <XAxis> for <Field Name=”No.” />. Since we want to display the Customer Name, we need to replace “No.” to “Name”

(i.e., display Field 2 from Table 18 instead of Field 1).

Once changed, it will look like this: <Field Name=”Name” />

Next, update the <Caption> values as well by changing <Text ID=”ENU”>Customer No.</Text> to <Text ID=”ENU”>Customer Name</Text>

This line appears twice in the XML file, so be sure to update both. Save the file as 18-‐50000.xml and close your XML editor/Notepad.

In Microsoft Dynamics NAV on the Charts page, click the New icon on the Charts page. In the window

that pops up, type in 18-‐50000 in the ID column. In the Name column, type in Custom-‐Sales and Profit KeyAcc. Click OK.

Back on the Charts page, find and click on the row for our new Chart ID 18-‐50000. You will notice that the column titled Data is unchecked (if it is not visible on the page, use Choose Columns to make it

visible). The Data field is only checked when an XML chart definition exists for the Chart ID.

Click on Actions > Functions > Import Chart and select 18-‐50000.xml to import it into Microsoft Dynamics NAV. The Data column will now contain a check mark.

Finally, go back to the Home > Role Center page, remove Chart ID 18-‐01, and add Chart ID 18-‐50000 to the page in its place. Your modified chart will now show Customer Names (in alphabetical order) on the

X-‐Axis.

In this walkthrough, we made a very simple modification to a built-‐in chart. Back in the XML file, you will find other parameters that can be modified such as the Date filter, Customer filter, etc. After making any

additional desired changes, save the XML file and follow the steps above to import the XML file to our Chart ID 18-‐50000.

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Spring 2013 15

Andy Hafer, CEO of Dynamic Communities, Inc., is really reaching out during The NAVUG™ Event - Rome this past January. What would you name this photo? Simply email your submission to [email protected]. The winner’s submission will be printed in the magazine’s next issue.

contestNAme ThAT PhoTo

Re

su

lTs

Congratulations! Congrats to ReNAe sChwAbAueR from Cow CReek INfoRMATIoN TeChNology gRoup for winning last quarter’s contest with the submission of “They say if you spill Perrier on your computer, it won’t damage it!”Renae – your prize is in the mail!

Dmitry Chadayev works as a senior program manager on the Microsoft Dynamics NAV research and

development team and focuses on implementing the end-to-end experience of Microsoft Dynamics NAV on Windows Azure or other hosting platforms. He’s been with the group for two years and prior to that he was a development manager for a large Microsoft Dynamics NAV Partner, working with Partners on their upgrade solutions.

NAVUG: In your role, you work mostly with Partners. What’s the main focus of your work with them?Dmitry Chadayev (DC): Partners that specialize in hosting solutions should have better tools and techniques to manage deployments. My goal is to make it easier for them to manage volume business through easier provisioning, monitoring, and upgrading of Microsoft Dynamics NAV deployments.

There are two types of hosting Partners: one is the conventional hosting company that used to host something else and is now also hosting Microsoft Dynamics NAV with help from Microsoft Dynamics NAV Partners; the other is large-sized Microsoft Dynamics NAV Partners that now specialize in hosting the product. We target both of these groups within our team.

NAVUG: You’ve presented sessions at NAVUG Forum and Convergence on upgrade benefits, strategy, and tools. What advice do you have for Users who are considering an upgrade? DC: I would advise them to seriously consider the upgrade to Microsoft Dynamics NAV 2013. In the past, the situation was that people would wait until the next release to make sure the product is stable enough. With Microsoft Dynamics NAV 2013, the story is different.

The product has benefitted from TAP and beta testing, as Brett Johnson shared in the winter issue of NAVUG Magazine. Even before it was released, we had a number of Customers running on Microsoft Dynamics NAV 2013, and that addressed a lot of issues before release.

Additionally, we have benefited a lot from adopting agile mode of

development for our internal processes at Microsoft, which among other things, suggests a high degree of automated testing (we have automated test scripts that run on a daily basis, covering numerous end-to-end scenarios) and that every team has a goal of cleaning up known bugs before we move on to new features. That means we discover and fix bugs earlier during the course of development.

I’d really like to emphasize the quality of development. The Customer feedback plus significant investments in testing process really mean a quality product.

NAVUG: What are some of your favorite things about this release?DC: Among my favorites are the technological improvements. We’ve rewritten the data access layer in managed code so that we’re now capable of optimizing code for SQL Server®, which offers a lot of performance improvement. Critical scenarios like creating and posting an order, data look ups, browsing calculated lists etc., all these actions run much faster than on previous three-tier release and with reduced blocking/deadlocking of simultaneous Users as we’re using standard Microsoft technology to talk to other standard Microsoft technologies.

The RapidStart Services feature is really neat for when it comes to setting up Microsoft Dynamics NAV for new Customers. It keeps the setup process transparent and well structured, giving the Customers freedom to bring their own data into their version of Microsoft Dynamics NAV.

Finally, we’ve added three large application areas making them “first class citizens” – cash flow forecasting, cost accounting, and assembly management, which is known to North American Users as “kitting.” These used to be local country features, but they’ve now been revisited and redesigned to blend seamlessly into the financial management area of the application as well as into order management, inventory, planning, and warehousing functionality of Microsoft Dynamics NAV. New charting and reporting capabilities of the product made these features not only convenient, but also likable for the Users.

NAVUG: Many Users are on older versions of Microsoft Dynamics NAV. What is the path for them to upgrade?DC: Certain code and the objects in older versions of the product are not supported in Microsoft Dynamics NAV 2013, so Partners need to upgrade that code from the old, classic stack to the new, three- tier architecture using Microsoft Dynamics NAV 2009 SP1 or R2 development environment and the transformation tool released with it. The transformation tool enables you to convert forms to pages, you use Visual Studio Report Designer to turn classic reports to RDLC reports, and you use Microsoft Dynamics NAV 2009 Development Environment to make the necessary code adjustments related to three-tier operations.

However with Microsoft Dynamics NAV 2013 released, Partners can leverage its enhanced development environment to fine-tune the “row” objects they got from using the transformation tool and the report designer in Microsoft Dynamics NAV 2009. For instance, they can take page objects produced by the transformation tool, import them into the Microsoft Dynamics NAV 2013 development environment, and finish them there. Visual Studio 2010 Report Designer in combination with the new Report Dataset Designer in the C/SIDE is also superior compared to what we had in Microsoft Dynamics NAV 2009.

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senior program manager

16 NAVUG Magazine

showcasemicrosoft member

your business. We will not straight away make it faster for the Partners to integrate changes coming from Microsoft or ISVs into their solutions, although we are looking at optimizing those scenarios too. But for the end Users it should be a smooth experience, rather than going through painful, error-prone upgrades that take days. They’d pay for those upgrades to happen automatically as a subscription and keep up with upgrades as seamlessly as possible. NAVUG

Want to keep up with the microsoft Dynamics naV team? Check out their blog at www.blogs.msdn.com/b/nav.

NAVUG: Would using Microsoft Dynamics NAV 2009 mean that Users would have to purchase both products?DC: Absolutely not. Looking at the upgrade process from a licensing perspective, no Customer will be required to pay more for Microsoft Dynamics NAV 2013 based on the fact that they have to go through Microsoft Dynamics NAV 2009 to get there. The major cost factor is the upgrade itself – the work that should be done to transition to the modern technology platform. This cost is split into two parts, with the first part mostly the mechanical transformation of classic objects into new objects. Quite often this first part can be done by Partners that specialize in upgrades as they have automated the process and can do the work faster and expensively. Some of these Partners also build ROI calculation tools to help Users figure out the financial benefits of an upgrade.

The second part is the customizations specific to the User. Here again, it’s best to work with a Partner as they can help figure out how to bring custom functionality into the new version.

NAVUG: Will future versions of Microsoft Dynamics NAV become more standardized or will custom development still have a big part of the product strategy?DC: We want to deploy and release products at a quicker rate, at least once a year. We need to make sure Users and Partners can absorb those changes quickly and to do that several components are essential. They need the right tools on both platform and application levels.

To do this effectively, we need the application to change — less customized to each User and a more standardized solution that suit a branch in a business. This doesn’t mean that Microsoft Dynamics NAV customization capabilities will go away, as Microsoft Dynamics NAV is known for ease of customization.

Our goal is to provide a similar experience as you’d get with a phone application. You see there is a new version, push the button, and get the new version, or better yet – have your cloud provider update it for you without disrupting

Spring 2013 17

Thinking about an upgrade? NAVUG™ spoke with Kim Congleton, director of IT for Group O, Per Mogensen, owner of Mergetool.com, and Greg Kaupp, CEO of ArcherPoint to find out what you need to consider to make your next upgrade a success…and to keep your

team talking to each other afterwards.

The First StepsYou might feel ready, but are you? “When a User is ready to

upgrade, the first step they should take is to have an upgrade analysis performed by a Partner that regularly does upgrades,” says Greg. “An upgrade analysis will help a User determine the best approach, estimated cost, and timeline. An upfront analysis is the best way to ensure that a User will get the outcomes they are hoping for at the completion of the upgrade.”

Another way to get your upgrade off on the best foot is by involving your key stakeholders. “The best thing you can do is get the business

Perfecting the

grad

eup

18 NAVUG Magazine

Spring 2013 19

grad

e case for the upgrade approved by your leadership team,” says Kim. “We select a leader from the business side to partner with the IT team and hold a kick-off meeting to present the project timeline and our objectives to management.”

Ask for HelpMany Users and Partners don’t have the

resources to focus all their efforts on an upgrade. “There are Partners out there that specialize in doing upgrades and at a reasonable cost,” says Per. “If you want to get there fast, you need to bring in resources that can help you be efficient and cost effective.”

Another group to ask is your Users. The people who use the software on a daily basis to make sure the upgrade will accomplish what they need to do. “It also works well to have Users participate in the testing process,” says Kim. “We had our Users write test scripts, which helped them get up to speed on changes, and we were able to use them as well when fixing defects.”

Start FreshIf you’re upgrading

from a version older than Microsoft Dynamics NAV 2009, take the time to clean up your system and discover what you need…or don’t need. “Don’t create one single more report in Microsoft Dynamics NAV,” says Per. “It’s very expensive to redo a report as there’s no good conversion tool. It also may make more sense to just re-implement than do a crunch of all of your code.”

Also mentioned by Dmitry Chadayev (page 16), a transformation tool automates the work you need to do. “If you transform it rather than redevelop it, chances are 99 percent of it will be accepted, reducing the cost of your upgrade,” says Per.

Before You Flip the SwitchThe last thing you want is a huge headache

after going live. Remedy that by testing, testing, testing. “We tested on the server we’re going live with so we can make sure the performance and connections are ready when we go live,” says Kim.

Kim also creates a checklist for go-live weekend and then puts it through the paces. “We run through our mock upgrade two to three times to make sure we know what’s going to happen and what we’ll run into on go-live weekend,” says Kim. “Practicing what the IT group will face and making sure employees know what to expect on Monday morning is critical to an upgrade’s success.”

Follow UpThe upgrade doesn’t end with going live. “We

support Users for two to three weeks after the upgrade,” says Kim. “Our goal is to have them prepared and ready to face whatever new things there are before the upgrade, but after the deployment, we meet weekly to address issues.”

“After 30 days we hold a ‘lessons learned’ meeting to review what worked and what didn’t to prepare for the next upgrade,” continues Kim.

Reaping the Benefits“Microsoft Dynamics NAV 2009 did not deliver

all the features as expected,” says Per. “Microsoft Dynamics NAV 2013 is fully functional and ready to go. It’s worth upgrading to this one. The performance functionality is more than doubled. The product is complete and truly ready for Users.”

Greater productivity and more features are a given, but there’s more to look forward to with an upgrade. “Probably the biggest fringe benefit to committing to an upgrade is that it challenges the status quo,” says Greg. “An upgrade is a great opportunity to rethink the business and ask ourselves why we do things the way we do them.” NAVUG

“an upgrade analysis

will help a User

determine the best

approach, estimated cost,

and timeline.”

20 NAVUG Magazine

Steven Chinsky’s career path features a number of turns that at first look odd but that, on closer inspection, make perfect sense. An accountant by training, he got bored working

with other people’s numbers, so, based on his experience and insight, he went to work for a major Microsoft Dynamics Partner and started installing a very popular ERP system. No slouch, the clients took notice of his work, and last year one of them invited Steven to join the company.

“My goal is to exploit the technology to no end to improve productivity and performance and streamline wherever we can,” says Steven, program/project manager with Quidsi. “We don’t sit here and try to figure out how to cut people. We look at it from a different angle. How can we improve? How can we make our employees’ lives better? We know that better decisions make a better company, which makes a better work experience for all, so my goal is to make the data we get out of Microsoft Dynamics NAV as valuable to our management team as possible.”

While Steven believes the goal is an achievable one, he acknowledges that the company’s rapid expansion and diversification adds to the challenge. Founded in 2005 by two people who had known each other since fifth grade, one of whom had become a parent, the company originally sold baby-related products via telephone orders that were shipped from a garage. For a while the growth was slow, but it wasn’t long before sales quadrupled and fulfillment centers were opened and then sales tripled and then, in 2008, in the midst of a major economic slump, doubled again. The number of employees skyrocketed as well, as did the fulfillment centers in Nevada, Kansas, and Pennsylvania, which grew in response to the amount of web traffic. In fact, two new websites were added – www.soap.com and www.beautybar.com. In 2009, the company that operated the family of web properties became Quidsi. It was named the 35th fastest growing private company by Inc. 500. Diapers.com was recognized for outstanding customer service and named “Elite” online retailer by STELLAService.

It set up corporate headquarters in Jersey City, New Jersey and, in 2010, was bought by Amazon.com in what remains that company’s largest cash acquisition to date.

Not surprisingly, the growth has continued. In 2011 mobile apps were launched and a physical store opened as well as two new sites – www.wag.com for animals and www.yoyo.com for toys. Last year, the company added www.casa.com, www.vine.com, www.afterschool.com, and www.bookworm.com to its portfolio. With 1,155 employees, the company now occupies not one floor in Jersey City but three. One thing, however, remains constant: “It’s the vision and drive of the owners that runs the place,” Steven says.

And Microsoft Dynamics NAV, in a sense, serves as the map.

“It links everything financial together, enabling us to run the back office,” Steven says. While it links together it also makes data retrievable by company, by website, by department, and by location. It integrates transactions with the warehouses for inventory and shipping and receiving management. It integrates with banks for daily reconciliations and with American Express to process transactions on employee accounts. “We try to use as much technology as possible in order to use paper as little as possible,” Steven says.

Steven says he’s planning the upgrade to Microsoft Dynamics NAV 2013 for the second quarter of this year and is simultaneously in the process of implementing an expense reporting automation system. To learn as much about Microsoft Dynamics NAV as possible, and to share his own somewhat unusual perspective based on having been both a Partner and a Customer, Steven is a huge advocate of NAVUG. “It’s a place to gather with peers, with Microsoft people, with ISVs, with anyone who lives and breathes and eats Microsoft Dynamics NAV,” he says. “The benefits far outweigh the cost of membership.” Does he encourage others who work with the technology to participate? “I think it should be mandatory,” he says. Technically speaking, that’s a form of encouragement. NAVUG

showcaseu s e r m e m b e rQuidsi, Inc., a division of Amazon.com

CompanyQuidsi, inc.,

a division of Amazon.com

HeadquartersJersey city, new Jersey

IntervIeweeSteven chinsky

emaIl

[email protected]

websIte www.diapers.com

establIsHed 2005

number of employees

1,155

mICrosoft dynamICs nav user sInCe

2011

number of users20

navug™ member sInCe

2012

Toward a Better Experience for All

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Ability to map directly to NAV fields

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Our end-to-end solution includes a paperless system with mobile apps, credit card integration, travel data management and the ability to send expense transactions to Microsoft Dynamics® NAV with the single click of a button!

With Gorilla Expense, companies can reduce manual work, cut costs and enhance productivity for everyone - from business travelers on the road to the finance department, while being economical to own.

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academyacademacadema ycademycademcornerThis is the year. Solve those

ongoing issues. Learn how to better navigate Microsoft Dynamics NAV. Bring that new team member up to speed.

NAVUG™ Academy courses are a great way for you to extend your organization’s Microsoft Dynamics NAV knowledge, and this year we’ve nearly doubled the number of instructor-led classes! Many of the courses are a half-day in length, which gives you the opportunity to learn yet not get totally behind on your day’s work. NAVUG

Premium

Members

SAVe 25%

or More on

Academy

Courses!

the full 2013 schedule is printed below (alphabetically by course name and including the scheduled date(s)). register and learn more at www.navug.com/memberresources/academy.

.NET Interop (2013) - August 9

Account Schedules: Basics (Microsoft Dynamics NAV Classic) - May 10

Account Schedules: Basics (Microsoft Dynamics NAV RTC) - March 28, May 10, August 15

Account Schedules: Beyond the Basics (Microsoft Dynamics NAV Classic) - June 27

Account Schedules: Beyond the Basics (Microsoft Dynamics NAV RTC) - March 28, June 27, August 15

Accounts Payable Basics - November 14

Accounts Receivable Basics - December 13

Advanced Planning and Production Scheduling in Microsoft Dynamics NAV 2013 - August 22

Budgeting in Microsoft Dynamics NAV - November 14, December 13

Creating Microsoft Dynamics NAV Data Sets for SSRS Reports (Microsoft Dynamics NAV 2009 Classic) - June 6, October 3

Creating Views and Reports with SQL Server Reporting Services - July 10, December 4

Dimensions in Microsoft Dynamics NAV - April 17, July 24

Financial Consolidations (2009 Classic) - September 19

Financial Setups in Microsoft Dynamics NAV - April 17, July 24

How to Leverage Microsoft Dynamics NAV 2013 - Improving Your Business Processes and Insight - June 26, November 13

Integrating with Microsoft Dynamics NAV (Microsoft Dynamics NAV 2009 Classic) - April 4, August 8

Introduction to Management Reporter - April 5

Inventory Reconciliation (2009 Classic) - June 13, December 10

Leveraging OData with Microsoft Dynamics NAV 2013 - April 22, August 29

Managing Fixed Assets in Microsoft Dynamics NAV (Microsoft Dynamics NAV RTC) - March 27, August 14

Manufacturing in Microsoft Dynamics NAV 2013 I - September 25

Manufacturing in Microsoft Dynamics NAV 2013 II - October 8

Manufacturing in Microsoft Dynamics NAV Classic I - April 11

Manufacturing in Microsoft Dynamics NAV Classic II - April 25

Microsoft Dynamics NAV 2013 and Windows Powershell - July 12

Microsoft Dynamics NAV Development Series - Forms (all versions) - April 26

Microsoft Dynamics NAV Development Series - Introduction to C/AL Part 1, Language (all versions) - August 23

Microsoft Dynamics NAV Development Series - Introduction to C/AL Part 2, Complex Data Types (all versions) - September 27

Microsoft Dynamics NAV Development Series - Introduction to C/AL Part 3, Application (all versions) - November 1

Microsoft Dynamics NAV Development Series - Introduction to C/AL Part 4, Testing and Debugging (2013) - December 6

Microsoft Dynamics NAV Development Series - Pages (2009 and 2013) - May 24

Microsoft Dynamics NAV Development Series - Reports in Classic - June 28

Microsoft Dynamics NAV Development Series - Reports in RTC (2009 and 2013) - July 26

Microsoft Dynamics NAV Development Series - Tables (all versions) - April 5

Reporting in Microsoft Dynamics NAV 101 in 2013 - November 6

Reporting in Microsoft Dynamics NAV 101 Using the RTC - May 15, September 11

Warehouse Management Setup and Processing (Microsoft Dynamics NAV 2009 Classic) - May 1, September 4

Web Services in Microsoft Dynamics NAV 2013 - June 14

Spring 2013 23

24 NAVUG Magazine

Liberty Grove Software was founded by Dave and Karen Studebaker. In 1999, they decided to focus on supporting the Partner channel on special projects and upgrades. The organization started with three individuals (the Studebakers plus Mike Doster) and has since grown

to 20 individuals, still committed to the original focus with the addition of a few other areas of expertise.

NAVUG: Your company literally wrote the book on programming and development on Microsoft Dynamics NAV. Are you available to answer questions if Users and Partners have them?Andrew Good (AG): We have David Studebaker’s development books for Microsoft Dynamics NAV 2009 and Microsoft Dynamics NAV 5.0, and Mark Brummel wrote a book on application design. All are available in hard or soft copy through Amazon, bookstores, or through the publisher. I am also delighted to announce that “Programming for Microsoft Dynamics NAV 2013” will be available in just a few weeks.

As for questions, Users and Partners can contact us directly. If a User contacts us, we work with their Partner as well to define requirements. In late 2012, we became the agilesWorkflow Partner for North America, which means we support Partners and Users directly with that product, providing technical support, services, and training.

NAVUG: What are you seeing as far as User adoption of Microsoft Dynamics NAV 2013?AG: New Users are only looking at Microsoft Dynamics NAV 2013, and current Users are evaluating their upgrading possibilities. It’s more of a “when” than “if” discussion. We’ve had the opportunity to work with Microsoft during the beta testing portion of Microsoft Dynamics NAV 2013, which allowed us to build a good understanding of the product and the advantages it brings to end Users.

NAVUG: What do you feel are the greatest advantages of this new release?AG: The performance improvements. The most touted are in the area of dimensions as the re-architecture is expected to have data

reduction in the neighborhood of 20,000 to one or 40,000 to one; which means that if we had 40,000 records in the old database, we now have one. This results in performance speed when the transaction is recorded and improves performance when you’re reporting on historical data.

Another advantage is the reporting flexibility. People that are coming from the classic environment had only two choices: send to Excel or run a classic report. With the move to Microsoft Dynamics NAV 2013, there are many additional ways at getting to the underlying data. Those options still exist, but now there’s the introduction of the Query Object to grab data out of Microsoft Dynamics NAV.

Finally, the ability to extend Microsoft Dynamics NAV in new ways through integration with other systems and programs is a win. For example, a manufacturing environment needs to collect real-time data from the shop floor. A .NET application can be built with the specific requirements in mind for the shop floor User and realize the business logic. Previously you’d have to build a separate integration.

NAVUG: What advice do you have for a User who is looking to make the upgrade to Microsoft Dynamics NAV 2013?AG: From a timing perspective, I would suggest sooner rather than later. If a User is on Microsoft Dynamics NAV 2009 RTC, then the upgrade to 2013 is quite straightforward. If they’re running a classic client, they’ll need to go through Microsoft Dynamics NAV 2009 to upgrade. The performance, feature, and function improvements really do make a compelling case for a User to upgrade to this new version.

From a practical perspective, Users should ensure they have a complete project plan before they start and that they have adequate resources before they begin testing and training. I also recommend that they work with a Partner that is very experienced with upgrades. Another thing to consider are the Users’ reporting needs. Evaluating those before an upgrade can reduce the upgrade cost significantly.

NAVUG: What would be the first step in evaluating reporting needs?AG: The User should make a short list of documents that absolutely have to come out of Microsoft Dynamics NAV, such as sales invoices, sales credit memos, purchase orders, and checks. This will help them identify the reports that have to be upgraded.

Secondly, look at remaining reports that are used and determine why they are used. In many cases, those reports can be left behind and don’t need to be upgraded as there are alternate ways of getting that information from Microsoft Dynamics NAV, such as fact boxes and filtered list pages. NAVUG

companyLiberty Grove Software

intervieweeAndrew Good,

lead MCT

Headquarters Oakbrook Terrace, Illinois

email [email protected]

website www.libertygrove.com

establisHed 1999

navug™ partner member since

2012

Liberty grove software

showcaseVAR pARtneR membeR

LIBERTY GROVE SOFTWARE

Congratulations to Joe Dempich from Certco Inc. for winning the Winter 2013 Word Find. Your

prize is in the mail, Joe! Below are 25 words that relate to the topics and theme in this issue

of NAVUG™ Magazine. These words can be found in the grid horizontally, vertically, diagonally,

backwards, and forwards. Submit your completed Word Find for a chance to win a gift certificate;

simply scan and email your entry to [email protected].

Academy

Alarm Detection Systems

Altec

Community

Convergence

Discussions

Dmitry Chadayev

Forum

Greg Kaupp

Kim Congleton

Knowledge

Learn

Liberty Grove Software

Microsoft Dynamics

NAVUG

Per Mogensen

Quidsi

Regional Chapters

RoleTailored

Rome

Roundtables

SIG

Tips and Tricks

Training

Webinars

wordwordwordf indf indf indf indf indf indf indf indf indf indf indf indN O I T C E D M R A L A I N I A R T N R R A E L LR A L A R M D E T E C T I O N S Y S T E M S T E IO C I C R O U N D T A B B L E S A L A R R M P A BM A B H K N O C E R A W T F O S F P S Q O W E A EC D E A I M C S K N O W L E D O R S R U L E R R RO E R P M O H R I L N E R S R R S T A I E B M S TN S T T C G A S T G N L T U E E N L N D T I O C YV R Y E O E D P U A K G M U V V A N I P A N G I GE E G R N N A G R O V E D M I T R Y B P I A E M RR T R S G S Y L N P P U A K G E R G E U L R N A OG P V R L E E R R O L I A T E L O R W U O R S N VE A E E E T I P S A N D T R I C K S N A R S E Y EN H Y G T D Y N A M I C S C O N G L E K E T N D SC C A I O S S G I R E G D E L W O N K G D I W T OE L D O N E M O R S Y S T E T M S K N E O P L F FM A A N D E T E C T I O N S R E G I O R A L E O TI N H A R S A C A D E M Y R A L Y G U G V A N S WC O C L L T E C O M M U N I I Y T I S D I U Q O AR I Y F N T R A I N I N L G N B I R T R I C K R RO G R O L E A A R R N E R S I E N O G R T L S C ES E T A A L L T E C A N L T N R U U T U N E M I FO R I N E T K R O R W T E N G T M N L T V S R M OF N M R K I M C N E T W O R K I M G N A E A T N RT L D I S C U S S I O N S E R L O D E D L E N P UD M I T R S E L B A T D N U O R C K N O W L E D G

Spring 2013 25

With TARGIT’s BI & Analytics for NAV,everyone in your organization sees and shares the same goals and objectives. No more static reports, but dynamic analyses in real-time that keeps you up-to-speed. Spend less time searching and more time winning. TARGIT is the world’s largest BI vendor for MS Dynamics NAV. Please join us at booth 321 at Microsoft Convergence 2013 in New Orleans – and find the courage to act.

Try for free at targit.com/demo

28 NAVUG Magazine

Altec was originally formed as a subsidiary of Epicor Software Corporation to resell software-compatible forms such as checks, sales orders, tax forms, and statements. Altec evolved to developing paperless solutions. Its suite of document management

modules, collectively called doc-link, can be configured from an affordable entry-level solution to a robust enterprise solution capable of handling millions of documents.

NAVUG: How does doc-link work?Brandt Morrell (BM): doc-link starts as a base repository where you can capture, archive, and retrieve documents. doc-link functionality includes the ability to automatically digitize, index, and capture reports as well as virtually any structured document from a Windows-based program via a virtual print driver directly into doc-link.

Other productivity modules include workflow, OCR, and a Smart Forms toolkit that enables an end User to create electronic documents that minimize data entry and leverage data already known about a transaction in Microsoft Dynamics NAV.

NAVUG: What are some of the key benefits to using doc-link

with Microsoft Dynamics NAV?BM: There are several key benefits by using doc-link with Microsoft Dynamics NAV! The first and most important key benefit is its deep integration with the ERP. We take pride in the fact that our product follows the Microsoft product strategy and adheres to all Microsoft testing and certification requirements.

Secondly, doc-link helps companies go paperless to work leaner, faster, and more effectively! Other benefits include: reduction in filing, faxing, searching, and copying costs; elimination of cabinets and form costs; streamlined accounting processes, resulting in decreased cycle times for monthly closes; retrieval of

supporting documents instantly and easily; increased accounting department productivity by as much as 40 percent; traditional return of ROI in nine months or less; plus, “go green” to protect our environment!

NAVUG: Why do your Customers like working with you?BM: One reason is that our Customers know the total cost of ownership upfront as we quote our engagements as a fixed cost. Scalability is another advantage. From an entry-level solution to an enterprise-wide solution with thousands of Users, the core platform is the same. Also, since our roots run deep in the accounting software world, our integrations to Microsoft Dynamics NAV are some of the broadest and deepest available, and we have capabilities that you won’t find in competitive products.

Document management systems also take advantage of infrastructure you’ve already invested in – fax machines, server technology, your LAN network, and even multi-function copier machines. Many people think of document management as traditional scan/capture solutions. Not today. Today’s document management solutions are flexible, affordable, and the tool of choice to eliminate the many costs of moving, storing, and retrieving documents.

NAVUG: Altec has been in this business for a long time. How do you continue to innovate your product? BM: We work closely with Partners and Microsoft, and we achieved Certified for Microsoft Dynamics status this past year. We also listen carefully to our Customers’ feedback and have monthly product strategy meetings where we review enhancement requests with representatives from each department in our organization.

Our direction for the next five years is well established. Our five-year product roadmap focuses heavily on cloud computing and mobility initiatives, having our product available on any type of mobile device to access, review, approve, and route documents so you can be working anywhere, any time. NAVUG

companyAltec

intervieweeBrandt Morrell, president

Headquarters Laguna Hills, California

pHone 800-997-9921

email [email protected]

website www.altec-inc.com

establisHed 1985

navug™ partner member since

2008

AltecshowcaseISV pARtneR membeR

Introducing The List MOBILENow you can get The List To Go!

Search for the products and services

you need with the new Mobile version of

The List! Add it to your home screen from:

www.thepartnerchannel.com/the-list

Table of Contents

Industry...................Page 30

Horizontal................Page 37

Services...................Page 49

The List from The Partner Channel® is your tool for fi nding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal and

service off erings available and you may just fi nd exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work

with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included

on The List, please contact [email protected].

NOTE: The Partner Channel, Dynamic Communities®, and NAVUG™ off er 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 “classifi ed” 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!

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

30 NAVUG Magazine

Agriculture

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 314 REAP - Renewable Energy Agricultural Processing Manage commodity procurement, contracting, settlements, inventory & BI.

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Livestock Accelerator Producer Management and Livestock Movement/Quality Tracking accelerator for Dynamics CRM.

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Commodity Procurement Manage harvest, hauling, & purchasing of crops, grain, & fi sh. Specify prices by commodity & automate deductions & taxes. Manage unlimited Farmers & Fields and complete 'Delivery Tickets' to become Payables in GP.

Apparel

Junction Solutions www.junctionsolutions.com/products-solutions/junctionmcr-multi-channel-retail/ • 303-327-8800 JunctionMCR for Multi-Channel Retail End-to-end solution set, available on-premise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory manage-ment, across all retail channels.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution in-cluding AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references. Quick startup available.

A utomotive

AIM Computer Solutions, Inc. www.aimcom.com • 586-439-0300 AIM 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 • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Chemicals

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

Horizons International www.hzs.com • 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Vicinity Manufacturing

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

Churches and Ministries

BGE, Inc. www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor man-agement software for nonprofi ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Construction

AXtension www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

C onsumer Packaged Goods

Absolute Value www.absolutevalue-us.com • 678-389-7289 Absolute Value/Lanham Associates Best-fi t formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. In the cloud or on-premise. Reduce inventory levels and improve customer service.

Arbela Technologies www.arbelatech.com • 949-291-4777 Industry-Tailored Dynamics AX Solutions With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fi t the specifi c needs of this industry. Gain from our experience and maximize the return on your AX investment.

Business Systems Integrators

www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.



Demand Solutions www.demandsolutions.com • 800-886-3737

NEW: Demand Solutions Demand Solutions off ers aff ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inven-tory to maximize profi ts.

Flintfox International Limited

www.fl intfox.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 888-205-1531 ext. 2 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.

Junction Solutions www.junctionsolutions.com/products-solutions/junctionfb-food-beverage/ • 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, provid-ing 360-degree visibility of the entire value chain, available on-premise or on-demand.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 dispa-rate ones. 88,000+ users worldwide. Unprecidented visibility.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution in-cluding AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references. Quick startup available.

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

C ross Industry Solution

Arbela Technologies www.arbelatech.com • 949-291-4777 Centralization Solutions For Dynamics AX Arbela'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 • 781-826-1120

NEW: Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.


www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

AssureSign LLC

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

Industry IN

DU

STR

Y


Spring 2013 31

Bottomline Technologies www.bottomline.com/createform_AX 800-472-1321 Create!form® Complete document & payment automa-tion. Customize & deliver Dynamics AX output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Bottomline Technologies www.bottomline.com/Transform_Filer_for_Sharepoint • 800-472-1321 Transform Filer for SharePoint A powerful, easy-to-use document stor-age and retrieval solution for SharePoint®. Index and fi le paper or electronic docu-ments from any business application

with a single click.

Bottomline Technologies www.bottomline.com/TransformAP_for_Sharepoint • 800-472-1321 Transform® AP SharePoint®-based AP automation solu-tion for capture, approval workfl ow & reporting plus integration to Microsoft Dynamics. Streamlines AP processes, reduces processing costs & increases visibility.

Business Computers Software, Inc.

www.business-computers.com • 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or fi nger print reader.



COGEP Inc. www.cogep.com • 877-424-2503 GUIDE Ti ™ / Totally Integrated Maintenance Software Best-of-breed CMMS/EAM Guide Ti from COGEP. This complete solution integrates seamlessly into Dynamics GP, AX and NAV. Guide Ti helps maintenance staff control maintenance activities involving strategic assets.

Datahaven for Dynamics www.datahaven4dynamics.com • 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

D&B (Dun & Bradstreet)

www.dnb.com/crmug • 952-393-3773

NEW: D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continu-ally updated business data on 215M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fl y. Sort, fi lter & re-order columns easily. Sum groups of info fast.

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Stop fi ghting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire compensation process right inside of Dynamics GP.

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

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Customer Service Collection Enhance SOP: check for duplicate PO's; assign credit limit process holds; move sales docs between batches; print shipping labels; show apply info on SOP docs; view unallocated inventory & expected receipt dates.

ImageTag, Inc. www.imagetag.com • 480-753-9300 KwikTag Document Mgmt & Workfl ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a real-ity – without breaking your budget.

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

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

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

JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

kCentric Technologies Inc

www.k-ecommerce.com • 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.

KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP 13 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Sub-contractor rates to other resellers.

Liaison Software Corp

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

PaperSavePro www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSavePro™ is a Certifi ed for Microsoft Dynamics document management and electronic workfl ow solution that eliminates inherent risks and ineffi cien-cies associated with paper.

Paramount Technologies

www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Professional Advantage www.profad.com • 701-235-2363 Company Data Archive (CDA) Easily archive data from your live Dynamics GP company to a historical company. Reduce hardware costs, increase Dynamics GP performance and eliminate clutter in inquires and reports with CDA.

Sandler*Kahne Software www.sksoft.com/products/dynamics_ax/eBankingAX.php • 301-963-7300 ext. 117

NEW: The eBanking Suite for Dynamics AX Positive Pay, eBankRec, AR eSettlement w/ Lockbox, APEFT, AREFT, Wires.

Solver www.solverusa.com • 310-691-5300 Solver - BI360 Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.

V-Technologies, LLC www.vtechnologies.com • 800-462-4016 StarShip Shipping Software Integrated shipping for small parcel and LTL; supports UPS, FedEx, DHL, USPS (Endicia), OnTrac, Freightquote, YRC and more.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

E ducation

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

F inance/Banking

AssureSign LLC


F ood and Beverage


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

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fi t the specifi c needs of this industry. Gain from our experience and maximize the return on your AX investment.

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ASC Software www.ascsoftware.com • 937-429-1428 ASCTrac 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.

AxSource Infotech Inc. www.AxSourceInfotech.com • 905-854-6059

NEW: Dynamics AX for Food & Beverage Process Mfg solution tightly integrated with Traceability, Catch Weight, Formula, Food Safety & Regulatory Compliance. Visit www.AxoLOGIX.com for Real-time WMS & www.AxoQCS.com for automat-ing Food Safety such as GFSI.


Beck Consulting www.bcfooderp.com • 800-456-1970 ext. 110 bcFood Built for the food industry, provides: Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, Allergen Control, Import/Export, BI,

Promotions, Trade and EDI.

Blue Horseshoe www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specifi c func-tionality directly into the business layer of Dynamic AX’s architecture. Increase revenue, profi t margins and asset utilization.










Junction Solutions www.junctionsolutions.com/products-solutions/junctionfb-food-beverage/ • 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, provid-ing 360-degree visibility of the entire value chain, available on-premise or on-demand.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 1700 companies live.

Metafi le Information Systems, Inc.

www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Sales Management Sales Management for Food Manufactures w/workfl ow, automated email & status change, confi gurable UI's, catch-weight, multi item UOM, & Price Lists. Integrated w/BluWare logistics, freight, promotions, & commissions.




G overnment


Thomson Reuters, Tax and

Accounting - Government tax.thomsonreuters.com/grm • 866-471-2900 Government Revenue Management (GRM®) Providing Government Revenue Management Solutions.

G overnment Contracting

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

H ealthcare



Computer Information Enterprises

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

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

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


www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs & control purchases in your material mgmt process in single & multi-site facilities, from Requisition through Invoice Automation.

Sierra Workforce Solutions

www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

H gh Tech and Electronics

Cincom Systems, Inc acquire.cincom.com • 800-224-6266 Cincom Acquire Smart confi gure, price, quote + Microsoft Dynamics CRM. Making complex selling simple. See us at Convergence booth #717. Outsmart. Outsell.

Experlogix, Inc. www.experlogix.com • 805-504-9729 ext. 707 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.

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

I ndustrial Equipment


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I nsurance

AssureSign LLC


L abor Unions

Micro Force www.micro-force.com • 631-421-1030 ext. 302 LM2 Reporting System for Labor Unions who use GP LM2 MODULE for GP. Comply with LM2 year end reporting while processing GP transactions eff ortlessly. Permits changes to LM2 trxs after posted. Creates the electronic fi le for DOL. Best solution for Unions since 2005.

L ife Sciences

Armanino www.amllp.com/microsoft-dynamics 925-790-2600

NEW: Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.

M aintenance Management


eRPortal Software Group LLC

www.erportalsoftware.com • 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.

M anufacturing




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


NEW: Dynamics AX for Manufacturing Experts in Discrete & Process integrated to WMS. Visit www.AxoLOGIX.com for Real-time WMS and www.AxoQCS.com for quality, safety & compliance.

AXtension www.AXtension.com • +3177 323 2622 AXtension Advanced Production Production insight and control on the shop fl oor.



Beck Consulting www.bcfooderp.com • 800-456-1970 ext. 110 bcFood Built for the food industry, provides: Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, Allergen Control, Import/Export, BI,

Promotions, Trade and EDI.







eNSYNC Solutions, Inc. www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.


Feed Management Systems www.feedsys.com • 763-560-8139 Feed Mill Manager Integrated formulation and operations solutions for feed manufacturers.

Genius Solutions www.geniuserp.com • 877-987-6005 Genius Manufacturing Genius Solutions provides ETO, MTO, custom, discrete manufacturing solu-tions. Aff ordable, Easy to Use & Learn. Has integration with CAD.




Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production pur-chasing via comparing component time-phased demand to dynamic vendor lead-time. Inventory items as components or supply them as products for customers. Gain visibility & control.



Maximum Business Solutions www.maximum-business.com • 810-458-4536

NEW: MobileAX MobileAX was developed to take ad-vantage of the power of WMS inside of AX, but add mobility, accuracy, and real time entry. No more database synchronizing, new learning curves, or months of implementation. Just ADC.

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Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Sales Order Complete web Sales Order w/workfl ow, automated email & status change, confi gurable UI's, catch-weight, multi item UOM, & added Price List features. Integrated w/BluWare logistics, freight, promotions, & commissions.

Radley Corporation www.radley.com/MSDynamicsAX/ 616-554-9060

NEW: Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.





WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 LeanMFG Complete manufacturing suite for smaller GP manufacturers, or those whose processes include Disassembly, Batch, or Multi-product production.

M edia and Entertainment

Eclipse Computing, Inc www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

KORE Software www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traffi cking.

KORE Software www.KOREsoftware.com • 480-240-5662 KORE MediaPitch™ KORE MediaPitch™ is the media indus-try’s leading platform for transform-ing a generic CRM into a media sales powerhouse.

United ERP, LLC www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt ap-provals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, fore-casting & business intelligence.

N on-Profit Organizations

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


www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.




www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-Profi ts GL Distributions, Budgets, Audit Trails, Requisition & Expense.




O il and Gas



Joesoftware Inc. www.joesoftware.com • 780-990-0220 Remote Inventory Accelerator Web-based self-service application for tracking customer inventory stored at your site.

P harmaceuticals





NEW: Dynamics AX Solution for Pharmaceutical-AxoPHARM Computer System Validation (CSV), GxP, 21 CFR Part 11 Compliance. Manage compliance & validation along with your Dynamics implementation by utilizing our toolkits for FDA & Health Canada compliance. www.AxoPHARM.com

Printing/Converting

Computer Productivity Services Inc.

http://cps.fi nancial.offi celive.com/PrintManagement.aspx • 905-847-7746 CPS - Production Management for Labels and Flexible Packaging Estimates, Order Management, Scheduling, Shop Floor, Job costing.

P rofessional Services

AXtension www.AXtension.com • +3177 323 2622

NEW: AXtension Project Cost Control Insight into budget, registration, fore-cast and control of your projects in one single view.


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

JOVACO Solutions Inc. www.jovaco..com • 888-988-3535 ext. 117 JOVACO Project Suite Project accounting for professional ser-vice fi rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

Professional Advantage www.profad.com • 701-235-2363 1Staff for Microsoft Dynamics 1Staff provides an end-to-end solution for staffi ng organizations from resume parsing to generating fi nancial state-ments. One solution your sales, recruiters and fi nancial staff can all use.


P operty Management

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

DFC Consultants, Ltd www.dfcconsultants.com • 701-281-6112 DFC Housing Property Mgmt for GP; work orders, certifi cations and rent calculations.

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Professional Advantage www.profad.com • 701-235-2363 1Staff for Microsoft Dynamics 1Staff provides an end-to-end solution for staffi ng organizations from resume parsing to generating fi nancial state-ments. One solution your sales, recruiters and fi nancial staff can all use.

Transportation

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Vehicle Load Planning Eff ective use of a vehicle fl eet demands the ability to organise deliveries quickly and easily based on known routes, product weights and vehicle capacities.


W arehouse Management

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

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



NEW: Dynamics AX Product for Warehouse Management- AxoLOGIX AxSource has built tightly integrated solutions to extend AX functionality to the warehouse for Multiple Units of Measure (UOM), Catch Weight, Traceability, Real-Time Data Management, EDI. Visit www.AxoLOGIX.com.

P ublishing


R entals

Open Door Technology www.opendoor.ca • 403-777-2410 Rental Management Instantly check rental equipment avail-ability, defi ne fl exible rental terms, rent or sell inventory/fi xed assets, access to real-time rental & billing information, fl ag returning assets for maintenance and much more.

R estaurant

Restaurant365

www.restaurant365.net • 866-216-0183 Restaurant365 SAAS Marketing, Catering, Operations (prime cost), Acctg, POS Integration.

R etail

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory iden-tifi ed by groups of attributes. Defi ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP.


Avalara, Inc.

www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certifi cate management, fi lling and remittance solution for Microsoft Dynamics.







nChannel www.nchannel.com • 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

Panatrack, Inc. www.panatrack.com • 262-646-3590 PanatrackerGP Mobile Sales Adding mobile sales order data capture and delivery confi rmation to GP.

Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112 PanatrackerGP for Inventory Management Adding barcode and mobile technol-ogy to GP for Inventory Management.Streamline basic inventory tracking or scale to a robust embedded Warehouse Management solution.

Professional Advantage www.profad.com • 701-235-2363 RMS ConnectPro Real time inventory level integration between Dynamics RMS and Dynamics GP. Allows automatic communication fl ow between retail stores, headquarters and the fi nance department.

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

Sonata Software www.sonata-software.com • 425-785-8839 Sonata Software With over 70 customers & one of the largest pools of AX certifi ed consultants in the world, our expertise spans v3.0 to AX 2012. We are experienced in very large scale and complex AX projects. Call us to know more.

S ocial Services


S oftware

Corporate Services

www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent fi nancial information to ac-curately run your business.




S taffing/Recruiting

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.

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AXtension www.AXtension.com • +3177 323 2622 AXtension Kitting Multiple items dynamically combined into one product.

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

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Operations Core Help your backoffi ce work more ef-fectively with your warehouse.


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

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 ACE Warehousing© New, low-cost, high function option, ACE One - Receiving, picking, printing, shipping, realtime inventory in NAV via handhelds. ACE Warehousing adds full pallet license plating and production output registration.

McLane Logistics Technology www.mclanetech.com • 800-989-7568

NEW: Warehouse Management McLane Logistics’ Warehouse Management embedded in Microsoft Dynamics AX provides advanced WMS functionality that can dramatically im-prove the effi ciency of your warehouse operations.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Inter-site Transfers In a multi-site distribution company this can be critical to operational ef-fectiveness. Control and automate re-distribution of stock from a central warehouse to depots or adhoc move-ments from one site to another.


WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV fi les.

W holesale Trade: Durable Goods




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










m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Catchweights Many items require quantities to be tracked in more than one unit of measure. We provide catchweight functionality in sales, purchasing and inventory functions.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Returns Management Every distribution business wishes to minimise the number of returns it has to handle.m-hance's Returns Management module speeds up the handling of re-turns and improves operational control.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Extended Pricing & Enhancements Distribution is typifi ed by intense pricing competition. We simplify the process by off -line data management. You can import and export pricing data, allow for customer specifi c pricing and load new customer deals.



W holesale Trade: Non-durable Goods






m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Returns Management Every distribution business wishes to minimise the number of returns it has to handle.m-hance's Returns Management module speeds up the handling of re-turns and improves operational control.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Catchweights Many items require quantities to be tracked in more than one unit of measure. We provide catchweight functionality in sales, purchasing and inventory functions.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Extended Pricing & Enhancements Distribution is typifi ed by intense pricing competition. We simplify the process by off -line data management. You can import and export pricing data, allow for customer specifi c pricing and load new customer deals.


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A nalytics


Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.


Total Dynamics Solutions, LLC

www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.

A pplication Lifecycle Management

Adxstudio Inc. www.adxstudio.com • 800-508-7811

NEW: Adxstudio ALM Toolkit Essential tools that help automate change management for CRM projects within Team Foundation Server or source control systems. Supports agile methodologies, developer isolation and multiple environment deployment.

A sset Maintenance/MRO/EAM


eRPortal Software Group LLC

www.erportalsoftware.com • 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.

Automation

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

Banking

Sandler*Kahne Software www.sksoft.com/products/dynamics_ax/eBankingAX.php • 301-963-7300 ext. 117

NEW: The eBanking Suite for Dynamics AX Positive Pay, eBankRec, AR eSettlement w/ Lockbox, APEFT, AREFT, Wires .

B arcode Data Collection




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



B udgeting

deFacto Global, Inc.

www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.

Dynamic Budgets www.dynamicbudgets.com • 720-515-1565 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. We’ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...

T3 Information Systems www.fullcirclebudget.com • 202-419-5100 Full Circle Budget Simple and fl exible Excel-based bud-geting allowing users to quickly input budget amounts and process them directly into GP or SL. Deploy in only a few hours and save time budgeting.


www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.

B usiness Intelligence

CLIENT STRATEGY GROUP

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

Corporate Renaissance Group www.crgroup.com • 613-232-4295

NEW: Trend Miner An out of the box BI visualization tool for CRM. Trend Miner empowers the user to gain insight into their histori-cal information and visually see data trends. It provides access to all of the users custom entities.






Flexible Solutions www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily and quickly print/email Crystal and SRS reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fi elds in GP.

Globe Software www.atlas4dynamicsax.com • 701-235-4084

NEW: Atlas - Personal Business Intelligence & Data Upload Real-time, two-way, secure, data validated integration between Microsoft Offi ce and Dynamics. Read from or write to any part of AX from Excel.


TARGIT

www.targit.com • 813-933-4600 TARGIT Decision Suite Make better decisions faster, improve operations, decrease costs and increase income- TARGIT’s BI software solution.



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B usiness Process Management

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



NEW: Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement .

Bottomline Technologies www.bottomline.com/Transform_Filer_for_Sharepoint • 800-472-1321 Transform Filer for SharePoint A powerful, easy-to-use document stor-age and retrieval solution for SharePoint®. Index and fi le paper or electronic docu-ments from any business application with a single click.





Check Printing



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

Mekorma www.mekorma.com • 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check print-ing software for Dynamics GP - with Secure Approval Workfl ow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks.

www.checkfactory.com

Trans-Micro, Inc. www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

C ommissions

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Stop fi ghting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire compensation process right inside of Dynamics GP.

Flaum Technologies Inc. www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impos-sible" commission plans.

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Brokerage & Commissions Automate the calculation of Brokerage & Commissions (including splits) from sales orders. Create programs by date range, item attributes, & customers and assign prices by units sold, weight sold, or % of product $'s.

C ompliance

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

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

Fastpath Solutions, Inc

www.gofastpath.com • 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certifi ed Auditors. Get the data your Auditors want - Fast!

Cost Accounting

Corporate Renaissance Group

www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fi xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Vendor Price Management A vital link in the distribution supply chain is accurate tracking of vendor pricing. Support decisions in the buy-ing process, reduce admin costs and improve accuracy of cost of sales.

C redit Card/Check Processing

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

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

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

Integrated Software, Inc. www.isiusa.com • 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seemlessly integrated with Sales Order Processing and Cash Receipts.

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

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 Credit Card CC transactions inside NAV w/Authorize.Net. PCI validated. Easy to mod.

C ustomer Relationship Management



eBridge Software

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


Minisoft www.minisoft.com • 800-682-0200 eDirect+ eDirect+ email marketing solution for transactional ecommerce, customer service, sales automation. Track open rates, web clicks,build web forms, design marketing campaigns, customer surveys, social media integration.

Visionary Software Consulting, Inc.

www.crm-rules.com • 877-276-1942 CRM Rules! for Microsoft Dynamics CRM 2011 Easily customize complex CRM dynamic forms without knowing JavaScript.

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D ata Integration

Admiral Consulting Group www.admiral-west.com/solutions_activeconnect.html • 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notifi cation, Inter/cross-company transactions, batch selection rules & 3rd party application integration.




eBridge Software

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




Keelio Software www.keelio.com • 651-356-5342 Dynamics GP SSIS Toolkit Highly fl exible Dynamics GP integration tool built upon Microsoft SSIS.


Scribe Software

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

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


D ata Management



NEW: D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 215M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Distribution




Beck Consulting http://bcpacknship.com/ 800-456-1970 ext. 110 bcPackNShip bcPacknShip is the easiest and most effi cient way to ship via UPS, FedEx and USPS. Packaging details are stored in NAV in a fully EDI compliant format; UCC labels can be designed and printed directly from NAV.

Beck Consulting www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built specifi cally to make the EDI process in NAV easy to manage and cost effi cient to deploy.


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

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

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Freight Matrix Provides the capability to defi ne your own freight charge schedules.

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

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

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assembly & PO/assembly & disassembly.


KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically defi ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.


Maximum Business Solutions www.maximum-business.com • 810-458-4536

NEW: MobileAX MobileAX was developed to take ad-vantage of the power of WMS inside of AX, but add mobility, accuracy, and real time entry. No more database synchronizing, new learning curves, or months of implementation. Just ADC.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Trade Counter For those companies who off er a self collection service or a cash sales counter in addition to delivered trade there is often a need to enter orders and take payment at their premises or warehouse.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Vehicle Load Planning Eff ective use of a vehicle fl eet demands the ability to organise deliveries quickly and easily based on known routes, product weights and vehicle capacities.

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.


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Document Management







AXtension www.AXtension.com • +3177 323 2622 AXtension Enterprise Content Management The power of SharePoint integrated into Microsoft Dynamics AX.

Bottomline Technologies www.bottomline.com/Transform_Filer_for_Sharepoint • 800-472-1321 Transform Filer for SharePoint A powerful, easy-to-use document stor-age and retrieval solution for SharePoint®. Index and fi le paper or electronic docu-ments from any business application with a single click.





Equisys, Inc. www.zetadocs.com • 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the elec-tronic capture, delivery, storage and retrieval of documents for Microsoft Dynamics NAV. Please visit zetadocs.com to learn how Zetadocs makes a paperless offi ce a reality!

Equisys, Inc. www.equisys.com • 770-772-7201 Zetadocs for NAV Payables Approval Zetadocs for NAV Payables Approval automates the approval of payables while giving approvers access to sup-porting doumentation that has been electronically captured by Zetadocs for NAV. Go Paperless! Zetadocs.com.

Esker Inc www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.



www.liaisonsc.com • 714-543-9877 ext. 201 Liaison Messenger EDD Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to custom-ers, vendors, employees, etc directly from Microsoft Dynamics. Supports

SSRS,Crystal, & Dexterity.



Minisoft www.minisoft.com • 800-682-0200 eFORMz eFORMz is a next generation electronic forms solution. Produce packing lists, shippings labels, barcodes, customs doc, checks, POs. Go paperless and email forms in PDF. Archiving, Fax and Document Workfl ow included.


D rop Ship Management


E-commerce

Avalara, Inc.


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

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

ChargeLogic www.chargelogic.com • 877-292-2520 ChargeLogic Connect Leading cloud-based service that con-nects your e-commerce site to NAV.

Computer Pundits Corporation

www.eCommerce21.com • 888-786-3487 eCommerce21® Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.

eBridge Software

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



Minisoft www.minisoft.com • 800-682-0200 eDirect+ eDirect+ email marketing solution for transactional ecommerce, customer service, sales automation. Track open rates, web clicks,build web forms, design marketing campaigns, customer surveys, social media integration.

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E DI

AIM Computer Solutions, Inc.

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

Beck Consulting www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built specifi cally to make the EDI process in NAV easy to manage and cost effi cient to deploy.





DiCentral www.dicentral.com • 281-480-1121 ext. 153 EDI Integration with Microsoft Dynamics DiCentral's DiIntegrator is an advanced, hosted solution, to instantly become EDI compliant with your trading partner community, and to seamlessly integrate data with Microsoft Dynamics GP, AX, NAV, and SL.

eBridge Software

www.ebridgeconnections.com • 800-755-6921 eBridge for EDI Web-based EDI solution eliminates transaction fees - low monthly fees.



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

Isis, Inc. www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

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

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 dispa-rate ones. 88,000+ users worldwide. Unprecidented visibility.



Electronic Document Delivery (Email)/Faxing

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




Equisys, Inc. www.zetadocs.com • 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the elec-tronic capture, delivery, storage and retrieval of documents for Microsoft Dynamics NAV. Please visit zetadocs.com to learn how Zetadocs makes a paperless offi ce a reality!



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

Minisoft www.minisoft.com • 800-682-0200 eFORMz eFORMz is a next generation electronic forms solution. Produce packing lists, shippings labels, barcodes, customs doc, checks, POs. Go paperless and email forms in PDF. Archiving, Fax and Document Workfl ow included.

E lectronic Signatures

AssureSign LLC


E xpense Solutions

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba360 Credit Card Expense Manager Credit card statement import, category-based GL distributions, AP vouchers generation. Employee Web Portal & Email options for self-service expense category assignment.


www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service .



DynamicPoint www.dynamicpoint.com • 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eff ectively integrate and streamline employee expense reimbursement with Dynamics.

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Spencer Easy, confi gurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card inte-gration, workfl ow, multi-currency, VAT support, electronic receipts and more.


www.paramounttechnologies.com 248-960-0909 WorkPlace Expense Integrates web submission of expense reports, automatic routing, and elec-tronic approvals of individual line-item expenses.

F ield Service Management

Open Door Technology

www.opendoor.ca • 403-777-2410 TaskMaster Mobility Solution Increase productivity and generate rapid ROI with workfl ow driven processes for any industry or fi eld application. Enable real-time information exchange with a mobile workforce and ERP system through mobile devices.

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F inancial Services

ICAN Software Corporation www.icansoftware.com • 253-426-3737 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.

F ixed Assets


http://cps.fi nancial.offi celive.com/WirelessFixedAssetCount.aspx • 905-847-7746 CPS - Wireless Fixed Asset Physical Count and Create Count or create fi xed assets with a wireless scanner. $3500.

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

General Ledger

Admiral Consulting Group www.admiral-west.com/advancedallocations/index.html • 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire depart-ments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.

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

NEW: Alba360 Advanced Quick Journals Allows intercompany and multicur-rency transactions to be included in GL Quick Journals.

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba360 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables.

Corporate Renaissance Group www.crgroup.com • 613-232-4295

NEW: AA Tools for Analytical Accounting AA Tools has 4 modules (AA Backfi ller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfi ll AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.

Infi nia Business Technology www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator GL Allow users to copy and paste journal entries from Excel to Dynamics GP.

H R Management

Corporate Renaissance Group

www.crgroup.com • 613-232-4295 emPerform emPerform 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.mystaffi ngpro.com • 800-939-2462 myStaffi ngPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

Integrity Data www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budgeting and managing FTE’s, and more!



Professional Advantage www.profad.com • 701-235-2363 1Staff for Microsoft Dynamics 1Staff provides an end-to-end solution for staffi ng organizations from resume parsing to generating fi nancial statements. One solution your sales, recruiters and fi nancial staff can all use.

I nter-company Processing

Corporate Renaissance Group www.crgroup.com/combiner.php • 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail.

mc² www.mc2software.com • 303-364-5959 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

Inventory Enhancement

AIM Computer Solutions, Inc. www.rapidtrak.net • 586-439-0300 RapidTrak Web based wireless material tracking; user-defi ned commands; alerts.

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



www.cps.fi nancial.offi celive.com/Inventory.aspx • 905-847-7746 CPS - Wireless Inventory Physical Count State of the Art count and adjust inven-tory by class/site. $3500.


www.cps.fi nancial.offi celive.com/WirelessReceiving.aspx • 905-847-7746 CPS - Wireless Receiving, Adjustments and Transfers State of the Art Wireless Receiving, Adjustments and Transfers. $3500.


www.cps.fi nancial.offi celive.com/BarCode.aspx • 905-847-7746 CPS - UPC Code Generator Automatically Create UPC codes for inventory items. $1000.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Advanced Inventory Replenishment One of the critical measures of success for any distribution company is the ability to eff ectively balance inventory investment and customer service levels. Reduce stock, improve customer service and reduce admin.

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Item Management Confi gure 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.


WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV fi les.

I nventory Management


Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory iden-tifi ed by groups of attributes. Defi ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP .

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

NEW: Alba360 Kit Quantity Editor Allows Kit quantities to be edited during Order Entry without having to delete and re-enter the line item.




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Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fi t forecasting & multi-site replen-ishment solution with DRP, collabora-tion, promotions, drill down visibility & multiple rollup views.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production pur-chasing via comparing component time-phased demand to dynamic vendor lead-time. Inventory items as components or supply them as products for customers. Gain visibility & control.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Inter-site Transfers In a multi-site distribution company this can be critical to operational ef-fectiveness. Control and automate re-distribution of stock from a central warehouse to depots or adhoc move-ments from one site to another.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Advanced Inventory Replenishment One of the critical measures of success for any distribution company is the ability to eff ectively balance inventory investment and customer service levels. Reduce stock, improve customer service and reduce admin.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Unit of Measure Management Users need to look at sales performance in one consolidating unit, perhaps ton-nage, litres or cases; regardless of how products come packaged; by the pallet, case, carton or individually.



Invoicing Enhancement

AXtension www.AXtension.com • +3177 323 2622 AXtension Invoice Processing Optimized accounts payable invoice processing.

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


Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Recurring Contract Billing Automate 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 • 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

Job Costing




L abeling


www.cps.fi nancial.offi celive.com/BarCode.aspx • 905-847-7746 CPS - Bar Code Label Application for POP, SOP, Inventory and Fixed Assets Generate Labels for an entire transaction with a single click. $1500.

Lanham Associates® www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Label Formatter Formats customized and carrier labels inside the shipping system.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 LabelLink Print to barcode label printers from inside GP. Unlimited label formats.

Manufacturing Enhancement





WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1

NEW: MO Generator MO Generator creates a set of MO's for a parent item and all make-to-stock sub-assemblies below the parent.


NEW: Engineer to Order ETO produces a Manufacturing Estimation, (estimated cost to produce to spec), including Estimation BOM, Routing, and Miscellaneous Costs.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

M arketing Automation

CoreMotives, a Silverpop

company www.coremotives.com • 770-916-6485 CoreMotives Marketing Suite Marketing power for 1,500+ Microsoft Dynamics CRM organizations - Email marketing - Lead scoring - Web track-ing - Event management - Web capture forms - Surveys.

SalesFUSION, Inc. www.salesfusion.com • 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

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Mobility


NAV and CRM Integration

SalesFUSION, Inc. www.salesfusion.com • 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

O nline/Electronic Business Services


P ayables Enhancement



www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service .





Equisys, Inc. www.equisys.com • 770-772-7201 Zetadocs for NAV Payables Approval Zetadocs for NAV Payables Approval automates the approval of payables while giving approvers access to sup-porting doumentation that has been electronically captured by Zetadocs for NAV. Go Paperless! Zetadocs.com .

Equisys, Inc. www.Zetadocs.com • 770-772-7201 Zetadocs for NAV - Supplier Invoice Processing Zetadocs for NAV automates the elec-tronic capture, delivery, storage and retrieval of documents for Microsoft Dynamics NAV. Please visit zetadocs.com to learn how Zetadocs makes a paperless offi ce a reality!



Infi nia Business Technology www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator AP Allow users to copy & paste Payables transactions from Excel to Dynamics.


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

KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and pay-ment terms directly to the 1st screen.


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

Mekorma www.mekorma.com • 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP - with Secure Approval Workfl ow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks.

m-hance www.m-hance.com • +44 (0)844 264 0932 Purchase Management Purchasing transaction entry and ap-proval browser fully integrated with Dynamics GP Payables, POP, Inv and Project Accounting.

www.checkfactory.com

Trans-Micro, Inc. www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

P ayroll Enhancement

Aatrix Software, Inc. www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.


Greenshades Software www.Greenshades.com 888-255-3815 ext. option 2 Greenshades Center Creates Federal State and Local W-2s 940/941s 1099s SUTA returns & more.

Greenshades Software www.Greenshades.com 888-255-3815 ext. option 2 Greenshades Payroll Tax Service Our Tax Service is the easiet way to fi le and pay your payroll taxes.

Infi nia Business Technology www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator PR Allow users to copy & paste Payroll transactions from Excel to Dynamics.

Integrity Data www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2‘s, managing complex payroll posting requirements/corrections, confi guring overtime rules and more!

Isis, Inc. www.isissoftware.com/enha/isis_sl_expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.



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

KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 Pay Stubs Online A web-based app that provides em-ployees online access to their pay stubs. Employees can be notifi ed through email when their pay stub is available online. Confi guration tool allows control to information.

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KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to payroll information by employee. The security is applied to cards, reports, inquiry, and smart lists.


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



P ortals

Adxstudio Inc. www.adxstudio.com • 800-508-7811

NEW: Adxstudio Portals Supercharge Dynamics CRM into an interactive, web-based engagement platform with Community, Retail and eGovernment portals. Responsive web designs, social engagement tools, help desk, web forms & content management.

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


Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Customer & Vendor Portal Real-time web access to customers & employees for BI, order inquiry, & sales order entry. Our 'Data Access' controls record level security.

P rocurement Management



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

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fi t forecasting & multi-site replen-ishment solution with DRP, collabora-tion, promotions, drill down visibility & multiple rollup views.


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

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Commodity Procurement Manage harvest, hauling, & purchasing of crops, grain, & fi sh. Specify prices by commodity & automate deductions & taxes. Manage unlimited Farmers & Fields and complete 'Delivery Tickets' to become Payables in GP.


www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

P roduct Lifecycle Management

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

P roject Accounting



Purchase Order Processing Enhancement





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

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

Equisys, Inc. www.Zetadocs.com • 770-772-7201 Zetadocs for NAV - Supplier Invoice Processing Zetadocs for NAV automates the elec-tronic capture, delivery, storage and retrieval of documents for Microsoft Dynamics NAV. Please visit zetadocs.com to learn how Zetadocs makes a paperless offi ce a reality!

ICAN Software Corporation www.icansoftware.com • 253-426-3737 Vendor Price Matrix Vendor specifi c unit costing for pur-chase orders.



www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.


NEW: Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

Q uality Control


R eceivables Enhancement


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Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Sales Confi gurator Provides a complete 'assemble to order' sales system.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Freight Matrix Provides the capability to defi ne your own freight charge schedules.

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




EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Customer Service Collection Enhance SOP: check for duplicate PO's; assign credit limit process holds; move sales docs between batches; print shipping labels; show apply info on SOP docs; view unallocated inventory & expected receipt dates.


KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL report-ing services RDL.




R oyalty


Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Promotions & Rebates Automate the calculation of promotions, rebates, & royalties from sales orders. Include as additional line items or GL accruals. Establish programs by date range, items, & customers and prices by unit, weight, or %.


Sales Order Processing Enhancement

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



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

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

R eporting

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




Flexible Solutions www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily and quickly print/email Crystal and SRS reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fi elds in GP.



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


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

Infi nia Business Technology www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator AR Allow users to copy and paste AR transactions from Excel to Dynamics GP.



Stanley Stuart Yoff ee &

Hendrix, Inc. www.ssyh.com/products/ssyh-add-ons/ar-collections-manager/ • 407-660-0059 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash fl ow.

Stanley Stuart Yoff ee &

Hendrix, Inc. www.ssyh.com/products/ssyh-add-ons/national-accounts/ • 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

R econciliation


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Flexible Solutions www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup.





Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Sales Order Complete web Sales Order w/workfl ow, automated email & status change, confi gurable UI's, catch-weight, multi item UOM, & added Price List features. Integrated w/BluWare logistics, freight, promotions, & commissions.


S cheduled Maintenance


Security

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


www.gofastpath.com • 515-276-1779 ext. 410 Fastpath Audit Trail An 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. 410 Fastpath Confi g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution off ers Single Sign on functionality.

KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to payroll information by employee. The security is applied to cards, reports, inquiry, and smart lists.

S hipping/Manifesting

FASCOR www.fascor.com • 513-421-1777 ext. 103 FASCOR TMS TMS is an integrated solution for small parcel and ltl shipping. Carrier Certifi ed for UPS, FedEx, USPS (Endicia), LTL and other carriers. Feature rich and user confi grable / multiple integration options.

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

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by

load or single order.


V-Technologies, LLC www.shipgear.com • 800-462-4016 ShipGear for UPS WorldShip and FedEx Ship Manager Access Dynamics GP sales transactions within UPS WorldShip and/or FedEx Ship Manager and automatically update freight charges and tracking info.

S upply Chain Management


AIM Computer Solutions, Inc.

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











Junction Solutions www.junctionsolutions.com/products-solutions/junctionfb-food-beverage/ • 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork” solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand.


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S ystem Enhancement

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

DynamicsDownloads

www.DynamicsDownloads.com • 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!





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


T ax

Avalara, Inc.


Greenshades Software www.Greenshades.com 888-255-3815 ext. option 2 Greenshades Payroll Tax Service Our Tax Service is the easiet way to fi le and pay your payroll taxes.

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

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

T ime and Attendance

Business Computers Software, Inc.

www.business-computers.com • 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or fi nger print reader.

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





T rade Promotion Management




www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade manage-ment for Microsoft Dynamics.

W orkflow

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba360 Advanced Workfl ow The ultimate solution for automating & integrating processes within GP & the enterprise. Users can defi ne workfl ows using a visual fl owchart interface. Approval & review tasks can be executed through GP or Web Portal .

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



NEW: Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.



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

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


Integrity Data

www.u-linc.com • 217-732-3737 ext. 0203 U-LINC®, Powered By Integrity Data Workfl ow and notifi cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is fl exible and easy to use, improving organizational performance.

Mekorma www.mekorma.com • 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check print-ing software for Dynamics GP - with Secure Approval Workfl ow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks.

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A pplication Service Provider/Hosting

TM

Myappsanywhere by NetStandard

www.myappsanywhere.com • 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

a TDS company

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

Rose Business Solutions, Inc

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

WatServ www.watserv.com • 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM. We have the best partner programs with the highest returns. Call 866-531-2598.

Business Portal Development

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

Closing Sales

InsideView www.insideview.com • 415-728-9300

NEW: InsideView InsideView: 2013 CODiE™ for Best Sales & Marketing Intelligence Solution.

C loud Computing




Data Resolution, LLC

www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.

GoIWx, Inc. www.goiwx.com • 952-258-6300 ext. 6321 Cloud Hosting Services for ERP and CRM Simplify Your Business. Cloud Hosting Services With Ultimate Flexibility.

a TDS company


Reviora www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

Rose Business Solutions, Inc www.mygpcloud.com • 888-794-9401 MyGPcloud myGPcloud is the fi rst on-demand Microsoft Dynamics GP application. Free 30 day trial that can be set up in less than 5 minutes. Start a trial for your prospect or send them to our site and begin your trial today!

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

WatServ www.watserv.com • 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM. We have the best partner programs with the highest returns. Call 866-531-2598.

C ustom Development

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based and the Alba360 Advanced Workfl ow system.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Custom Development Services Fixed prices & over 11 years of experience in custom development work.

Services



Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Sales Workfl ow Manage unique sales order workfl ows by transaction type and site.


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50 NAVUG Magazine

Isis, Inc. www.isisinc.com • 804-762-4200 Isis Custom Development Isis provides cost eff ective outsourced custom development (C#, VB.NET, ASP.NET, C++) to our partners and custom-ers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 Custom Development We are a certifi ed .Net and Dexterity development group with over 13 years experience. Provide us with your require-ments for a free estimate.




NEW: WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

Data Services




D emand Generation




D exterity Development


Business Computers

Software, Inc. www.business-computers.com • 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or fi nger print reader.

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


E mail Marketing

The Partner Marketing Group

www.thepartnermarketinggroup.com 605-574-9432 E-Mail Content and Services Get access 24x7 to an online library full of unique newsletter content or elect the full-service options to nurture your pipeline of leads.

G raphic Design Services

David Swang Design

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

H R & Payroll Implementation & Consulting

Integrity Data www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire GP solu-tion or only certain components. We also off er a variety of customization and training services.



I mplementation Services







M anaged Services

a TDS company


M arketing Planning & Services

Looking Glass Marketing

www.lookingglassmarketing.com 614-453-5927 Cost-eff ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.


www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fi ll your sales pipeline.

Tornado Marketing, Inc.

www.tornado-marketing.com • 608-213-0377 Marketing Consulting Tornado Marketing off ers high-impact, highly eff ective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Market Research




M ember Organizations

Dynamic Communities

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

. NET Development


Isis, Inc. www.isisinc.com • 804-762-4200 Isis .NET Development Isis provides cost eff ective 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!


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SERV

ICES

Partner Channel Development Services

AIM International

www.aimcorpinternational.com • 425-208-5430 Partner Channel Development We specialize in building Dynamics vertical partner channels to expand market reach, win more customers, build a global brand. Download our guide.

P artner Support Service

Plumbline Consulting, LLC.

www.PlumblineConsulting.com • 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your off erings. 25+ yrs.

R ecruitment Services

AIM International

www.aimcorpinternational.com • 425-208-5430 Partner Channel Development We specialize in building Dynamics vertical partner channels to expand market reach, win more customers, build a global brand. Download our guide.

R eferral Marketing

Leading Results

www.LeadingResults.com 888-717-1715 ext. 525 Referral Marketing Success Referrals don’t just happen – you cre-ate the environment for success. Let us show you how to make that happen.

Sales Tax Management Service

Avalara, Inc.


S harePoint Development


NEW: Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specifi c needs.

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

S ocial Media


www.thepartnermarketinggroup.com 732-237-8795

NEW: Butterfl y Publisher Join Dynamics partners on Butterfl y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eff ective!

S oftware Development Consulting

Isis, Inc. www.isisinc.com • 804-762-4200 Isis Consulting Isis provides cost eff ective 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!



T raining

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

Martin & Associates www.martinandassoc.com 513-772-7284 ext. 118 GP, CRM, and FRx Training Hands on training at our Cincinnati location. GP classes include Financials and Supply Chain. CRM classes are Sales, Marketing and Service. We also off er a two day FRx class. See website for schedule.

U pgrades





W eb Development

Leading Results

www.LeadingResults.com 888-717-1715 ext. 525 Inbound Marketing - Hubspot Web Development Make your website WORK FOR you. Hubspot is the premier inbound market-ing tool. As a certifi ed partner we know what works to drive in-bound leads .

W riting/Documentation Services

All Abuzz, LLC www.allabuzz.net • 303-956-9677

NEW: All Abuzz Business Writing & Marketing Sales Literature, Web Content & Consulting. Bring in new business with powerful, eff ective, copy. Together, we'll make your words work!


www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

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