2013 winter - gpug magazine

Winter 2013 • www.GPUG.com

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AX • GP • SL • NAV

winter 2013

In Every Issue

5 From the Director

6 Events

7 Welcome to Our New Members

8 Community News

17 Academy Corner

21 Word Find

35 Find the Logo Contest

36 Name That Photo Contest

37 The List, from The Partner Channel

Features

12 User Member Showcase Pandora Jewelry LLC

14 Upgrade Best Practices

18 Member in Action Judy Van Der Linden

20 Tips & Tricks

22 Microsoft Member Showcase Jeff Trosen

24 Preparing for Microsoft Dynamics GP 2013

26 Lead the Way to Better Business

28 ISV Partner Member Showcase Integrity Data

32 GPUG Summit Review

actionM E M B E R I N

If you had a month’s long sabbatical from work, what would you do? Hit the beach? Catch up on your DVR? Spend time with family?

Judy Van Der Linden, marketing manager for InterDyn Artis, a GPUG® Partner Member, used her sabbatical to help Rotary

International’s End Polio Now initiative by climbing Mt. Kilimanjaro. Don’t feel bad if your plans seem a little more, say, mellow. Th is was

Judy’s third sabbatical, and the fi rst two were spent with her family. It was time for a challenge.

September 2011 to March 2012 was spent in preparation, with Judy doing cardio workouts in the gym and hiking in her community with trekking poles and a 35-pound backpack. She learned how to use a Camelbak water system to practice drinking while walking. She tested water fi ltration tablets because the water in Africa needs to be boiled and fi ltered before consumption. She received the immunizations required for African travel and researched altitude sickness medication since an allergy prevented her from taking the standard. She researched and purchased equipment that would keep her alive in the extreme temperatures and altitude.And then the unthinkable – Judy broke her leg. “I asked my doctors if I would still be able to make the climb, and

they said yes,” says Judy. “I later found out they didn’t know anything about climbing or the terrain I’d be in.” With their blessing, she continued her preparations as best as she could, climbing to 6,683 feet, the highest she could go in North Carolina, but still almost 13,000 feet below the summit of Mt. Kilimanjaro. On September 7, Judy and her husband, Scott, departed Charlotte, North Carolina, for Tanzania. As they boarded the fl ight from Amsterdam to Tanzania, Judy was pulled out of line. Travel to Tanzania requires passports to be more than six months from

expiring, and Judy’s was less than fi ve months from its expiration date. Th ey wouldn’t let her board.Twenty-six fellow climbers continued the journey to Tanzania, while Judy and Scott waited three days in Amsterdam for the U.S. consulate to open. When it did open, they told Judy she would not get an extension.

Th at’s when Judy broke down. Th eir group had started their climb that morning, and she hadn’t planned for this trip for a year to stop before she started. Th ey worked through the red tape, and Judy and Scott fl ew out on Tuesday morning to the Mt. Kilimanjaro Airport.

“Our Rotary group is so much like family that they arranged for us to do our safari fi rst, and then join a second climbing group,” says Judy.

Judy and Scott enjoyed a safari from Wednesday through Saturday, and then it was time for them to face the mountain on Monday morning. Th ey joined their new group (as good fortune would have it, this group was from their home church), but were fortunate to have the same leader as planned, a fellow Rotarian who was setting a world record by summiting four times in four weeks.Th eir three-hour bus drive to the base of the mountain overlooked the Kenyan plains, which Judy said was absolutely beautiful. Th ey began their six-day, 52-mile climb that afternoon, meeting village children coming home from school.“Each day was fi ve to seven hours of actual climbing. You have to take it very slow to acclimate to the altitude,” says Judy. “Th e summit climb started the evening of the fourth day. We got up that morning and walked six hours, then stopped at camp for lunch and rest. We had dinner at 5:00 pm and then went back to sleep or prep for the summit. We started the summit climb at 11:00 pm. It was pitch-black, and while the stars were stunning, it was so dark that I couldn’t see my hand in front of my face.” Th e group walked in a single fi le line, guided only by a headlamp and the sound of feet. Th e terrain was like walking in quick sand, extremely steep, and extremely cold. “We went slow, I can’t even explain it,” says Judy. “I felt like a zombie. Th e elevation and altitude slowed us down so much. It took me from 11:00 pm to 4:00 am to go from 15,400 to 17,900 feet. Th at’s when I vomited the fi rst time.”Th e head guide asked Judy if she wanted to continue; she said yes. She continued on a little further, and they stopped for a break where she was sick again, a sign of altitude sickness. Th e only cure is to descend since altitude sickness can be fatal if ignored.

“Th e head guide said, “no more mama, we go down now”, and with that he took my arm, one of my poles, and said we must go down and quickly,” says Judy. “I told my husband to continue, that he had to summit for both of us.”

Judy didn’t know that Scott was having trouble breathing and suff ering from altitude sickness, just not showing outward signs. As Judy descended, she continued to vomit. When she and the head guide reached base camp, she felt back to normal and was able to communicate with her guide, a sign that her body could handle that altitude, but unfortunately not the summit altitude. “As I arrived at base camp to rest in my tent, the sun was coming up. It was the most beautiful sunrise I’d ever seen. My husband and others said that at the summit you can actually see the curvature of the earth. Just the most amazing sight.” It’s also amazingly cold at the summit. Twenty degrees below zero means you don’t get to enjoy the sunrise very long on top of Mt. Kilimanjaro.

As Scott descended, it became clear that he was seriously ill. By the time he reached Judy, Scott collapsed in his tent, unable to breathe. Judy ran for oxygen and the head guide said they would need to take him down the mountain immediately.“When they take you down, it’s on a gurney with one wheel,” says Judy. “Six porters in four-man shifts, running down the mountain. Th e trail is only four feet wide, very rocky, and diffi cult to even walk. Unfortunately this is the only way off the mountain.”

Judy did not have the option to accompany Scott down the mountain, but would walk six hours alone with her guide to meet her group at the next base camp. Worried about Scott’s condition, they descended so quickly that they passed some of the group members who had left camp hours earlier. Judy’s guide was able to get a cell phone signal to the hospital. “I got to talk to him,” says Judy. “It took them eight hours to get him off the mountain, and he was in the oxygen ward. I didn’t understand what was happening.”

Th e next day was another eight-hour trek down over rocks and a faster pace than the ascension. Once they reached the base, Judy boarded a bus to the hotel, and then a few hours later they went to the hospital.

“I only started crying when I saw the hospital,” says Judy, refl ecting on the conditions that we take for granted in more established areas of the world (her story of the hospital could be another article in and of itself). “Scott was diagnosed with pulmonary edema, where his lungs fi lled with fl uid and his heart enlarged, and was in the hospital for three days.”

To get out of the hospital, Judy and Scott had to pay cash. Th ey went to reimburse them, they were shocked to fi nd that three days in the hospital, the ambulance ride, x-rays, two specialists, and four cab rides to the hospital was $283. As mentioned, a little diff erent than other parts of the world.

“Th e hospital was nasty, but he received very good care,” says Judy. “Th e people that helped us, especially Scott’s guide, I can’t begin to describe the concern he had for Scott. All in all, it truly was a life-changing event.”

Life-changing indeed, with so many things happening along the way.

“When I broke my leg, I never thought of not wanting to climb anymore. When we were stuck in Amsterdam, I could have given up. When the altitude medicine gave me hives on the third day, I could have given up then,” refl ects Judy. “But I’m just not a quitter. I had to do this because I kept thinking about people who are stricken with polio. Th ey didn’t choose to get polio, but they did, and they make the best of it,” says Judy. “Th at’s the one thing my husband really taught me, to turn any situation into a positive instead of a negative. I’m also showing my grandchildren that if you set your mind to do something, no matter the obstacles you’re faced with, you can overcome them.”Judy and Scott returned home 18 days after leaving their home. Scott was still ill, but the African doctors wanted him to see his regular doctor in the U.S. In addition to Scott’s hospitalization, another person in their group had two toes amputated from frostbite.

“When I tell people about our experience, they say “oh, that’s nice,” says Judy. “I don’t think they really realize what’s involved. I guess I didn’t really realize what would be involved. I kept hearing it would be the hardest thing I’d ever do in my life, and it defi nitely was. You have to have a lot of heart.”Judy is certainly not lacking in that area. You might think that one run up the mountain would be enough, but Judy needs to see that summit sunrise for herself and will be returning to Mt. Kilimanjaro.

“I know what to expect, so the fear of the unknown doesn’t exist,” says Judy. “My husband thinks that God was looking out for me since the boulders were still ahead and fellow climbers crawled over them, it scared them that much. I don’t think my leg would have made it over the boulders.”

Judy will spend the next year getting stronger and preparing for her next summit bid. She’s working with doctors who have climbed before and has renewed her passport, so those obstacles are behind her. When she returns to Africa, she hopes to spend more time with the children she saw on her ascent.“Some of the children we saw are orphans because their parents have died of AIDS,” says Judy. “I would love to go and spend some extra days with them. Th e way these children looked at us, asking for chocolate (the only English word they knew) and thinking about their life, I want to be able to help them in some way.”Th at heart and determination, an amazing combination, are sure to move this sweet woman to achieving her goal and seeing that magnifi cent sunrise.

GPUG

Judy Van Der Linden: A Whole Lot of Heart

Winter 2013 19

18 GPUG Magazine

Magazine

contentsT A B L E O F

Winter 2013 www.GPUG.com

Advertiser

Index

Altec . . . . . . . . . . . . . . . . . . . . . 13

Business Computers

Software, Inc. . . . . . . . . . . . . 15

HighJump TrueCommerce

EDI Solutions. . . . . . . . . . . . .23

Integrity Data – ULINC. . . . . . . 4

Integrity Data – PR / HR

Enhancements . . . . . . . . . . . 16

Mekorma . . . . . . . . . . . . . . . 30-31

MetaViewer from Metafi le . . . . .2

Microsoft Convergence . . . . . .29

Rockton Software . . . . . . . . . .60

Sierra Workforce Solutions . . .33

30MinutesGPUG® chatted with Errol Schoenfish, director of product management, Pam Misialek,

product manager, and Chad Sogge, principal group program manager, about the

release of Microsoft Dynamics GP 2013, including early reviews, its business value,

and where you can see it in action.

An Exciting ConvergenceThe team is looking forward to Convergence (coming up March 18-21 in New Orleans) as it will be an opportunity for a large group of Users to see the web client, Windows 8 integration, and new features at the same time. Learn more and register at www.microsoft.com/dynamics/convergence.

“My Suggestion is in There!”There are 150 new features packed into Microsoft Dynamics GP 2013, many of which came as suggestions from Users via the Connect tool (connect.microsoft.com). “A couple Customers mentioned to me that they were excited to see their feature requests show up in the product,” says Errol. “They really felt part of the process as a result of that.”

Applause Gets NodsClap louder, folks. The product management team uses your response during events to pick the features that get promoted in their materials. According to Pam, “If Users clap and

cheer, we promote that feature in future events and list it as a community favorite.” GPUG

Moving On Up“For Users on older versions, now is a really good time to move up,” says Pam. “Even if you’re not on Microsoft Dynamics GP 2010, you can move up to Microsoft Dynamics GP 2013. There are features in this release that people have been waiting for, and looking at the feature list to see what you can take advantage of will help you in your decision-making process.”

Where Can I See More?All GPUG Regional Chapter meetings will feature 90 minutes of content on Microsoft Dynamics GP 2013. In addition to that, the 14-part Webinar series available at www.GPUG.com/member-resources/dynamics-gp-2013 offers a lot of information and can be accessed anytime. You can also reach out to your Partner as many are planning launch activities and training events, plus, check out the product management team’s blog at blogs.msdn.com/b/gp.

It’s Never Been Better“There’s never been a better time to be a Microsoft Dynamics GP User,” says Pam. “Users now have the power to choose how they want their product implemented, providing real impact to their bottom line and ROI. It’s not just cool technology, but it has real business value.”

The Betas Love ItUsers that participated in the beta program for Microsoft Dynamics GP 2013 are happy campers, enjoying features such as the UI changes, BI, Word templates, and SRS reports. “Several Users went live within a matter of hours,” says Pam. “Many were on version 10 or older, so it was great for them to see the new enhancements very quickly.”

WITH THE MICROSOFT DYNAMICS GP PRODUCT MANAGEMENT TEAM

What’s Coming Next?As Jeff Trosen mentions in the Microsoft Member Showcase on page 22, work on “GP Next” has already begun. The product management team constantly reviews feedback requests that come in via the Connect tool, which makes for a “very innovative and fluid development process,” according to Chad. There isn’t a deadline for you to enter requests into Connect, but it’s better to get in there early so people can vote on your idea. “Majority wins, so you need to make sure your colleagues are voting,” says Pam.

Pam MisialekPRODUCT MANAGER

Chad SoggePRINCIPAL GROUP PROGRAM MANAGER

Errol SchoenfishDIRECTOR OF PRODUCT MANAGEMENT

MOST EXCITING FEATURE IN MICROSOFT DYNAMICS GP 2013It’s a tie between “Choose Printer at the Time of Printing” (for obvious reasons) and “Quantity Tolerances”.

The ability to track serial and lot numbers for drop-ship purchase orders.

Many to choose from, but “Choose Printer at Time of Printing” really hit home with me.

Multi-tenancy.

WHY ARE YOU SO EXCITED?Choosing the printer might be the most requested fix ever. I’m excited about “Quantity Tolerances” in the receivings area of POP as it now works for non-

inventory purchases as well as tracked items.

This feature is long overdue. Printing inconveniences

can potentially lead to lost or delayed documents, which can have significant consequences on business operations. I don’t know

how Users have lived without it!

It will enable hosting Partners to provide multiple instances of Microsoft Dynamics within the same database instance.

Preparing for Microsoft Dynamics GP 2013We reached out to four experts in the Microsoft Dynamics GP Partner community to see

what they’re most looking forward to with regard to Microsoft Dynamics GP 2013.Bob McAdam,Dynamic Communities

Jeff Smith,Socius Jon Rivers,Data Masons SoftwareKurt Quiggle,InterDyn BMI

WHY SHOULD USERS BE EXCITED?Choosing the printer will officially relieve that horrible realization Users sometimes run into during the day. “Quantity Tolerances” will provide

greater controls within the procurement process around received quantities.

They’ll be able to truly track serial and lot number activity for all sales and purchasing transactions. This information can be very important for service and warranty work, as well as tracking returns.

Selecting a printer gives Users additional flexibility instead of locking them into one printer on their network.

I expect this feature will bring the cost of hosting down. It will also allow developers to manage multiple deployments with less overhead, facilitating a more economical management of multiple development cycles and versions.

Plan accordingly when it comes to educating your Users on the 100+ new features. This release contains scores of enhancements based on Users’ suggestions, so chances are good someone in your office has already

been asking for these improvements.

Be methodical. Do a test upgrade with thorough scenario testing to make sure that the system is functioning as expected and necessary before putting it in production.

A critical step during any implementation or upgrade is to ask, “Do my ISV solutions align with Microsoft’s strategy for the ERP?” If they don’t, then I encourage you to take a look at other technology

investments for both short-and long-term success.

Prior to upgrading, rethink the possibilities that multi-tenancy could provide. User organizations will be able to have a fully parallel test system housed in a single instance of SQL, and that could be of great benefit to your organization.

WHAT’S YOUR ADVICE FOR THE UPGRADE TO MICROSOFT DYNAMICS GP 2013?

Winter 2013 25

www.GPUG.com

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director

Happy Year End!

Kim Peterson

FR

OM

TH

E

GPUG® is about connecting, sharing, and helping you learn more about your Microsoft

Dynamics GP solution. If you joined us in Seattle for GPUG Summit 2012, you got an

excellent opportunity to experience our community fi rsthand. What a great event it was, and

it was so fun to see Members truly helping other Members.

To commemorate the start of a new year, we thought it would be fun to run down some

2012 highlights of GPUG:

January: Th e GPUG Advisory Board welcomed two new board members: Tom

Weaver and Drew Rosen. Th ey bring great experience from a Member’s perspective, and we’ve

received valuable feedback and direction when it comes to webinars and Academy off erings.

February: We started the new SharePoint Special Interest Group (SIG),

reaching beyond Microsoft Dynamics GP to help educate Members on how integration to

technologies like SharePoint helps speed processes.

March: GPUG hosted more than 1,000 Users at DayONE at Convergence in

Houston. We also hosted 22 interactive sessions, birds of a feather roundtables, and more.

It was a great month to build awareness and grow the GPUG family!

April: Th e Education SIG started, helping those who use Microsoft Dynamics GP as

their fi nancial solution in the education market.

May: We held more than 41 events – lots of learning and networking!

June: With Microsoft Dynamics GP 2013 coming in December, we reignited an Upgrade

SIG lead by Howard Swerdloff . Here Users learn best practices as they prepare for upgrades.

July: It was a busy month with GPUG Academy courses. While some Members were

on vacation, many others took the opportunity to attend virtual online courses.

August: Many Microsoft Dynamics GP Users are also Microsoft Dynamics CRM

Users – so we started a new SIG just for them! Now Users can learn more about how the

products work together.

September: It was all about “connections”. We hosted a dozen Regional Chapter

meetings in September alone, and folks learned more about SSRS as reporting decisions are

being made.

October: Th is was our favorite month of 2012, as we hosted 550 Members at GPUG

Summit! It’s like a big GPUG family reunion where Users reconnect and learn from one another.

November: We kicked off our Microsoft Dynamics GP 2013 webinar series,

including 14 webinars to help Users prepare for the landmark new release.

December: Th is is a great month to get together on the local front at Regional

Chapters since many chapters are gathering to see Microsoft Dynamics GP 2013 and learn

year-end tips and tricks.

Th is issue of GPUG Magazine concentrates on the exciting release of Microsoft Dynamics

GP 2013. You’ll read interviews from Users, Partners, and Microsoft on what to get excited

about and how it will help you move your business forward.

Th ank you to all who make GPUG what it is today. Let’s continue to connect, learn, and

share to grow the GPUG community…one Member, one resolved challenge at a time!

Regards,

Kim Peterson

GPUG Director

Winter 2013 5

events

» Better Together:

Microsoft Dynamics GP 2013

and Offi ce “15”

» Demystifying the Cloud

» GPUG Summit General

Session Replay

» Microsoft Dynamics GP 2013

Functionality Review


Overview


Web Client Deployment


Web Client Overview

» Special Interest Group (SIG):

HR/Payroll

» SIG: Upgrading to

Microsoft Dynamics GP 2013

» Transitioning to Management Reporter

from FRx

» What’s New in Management Reporter

2012

» What’s New in Microsoft Dynamics GP

2013 – Distribution


2013 – Financials


2013 – Fixed Assets

As an advocate of the Microsoft Dynamics GP community, GPUG® has been involved in

many activities for the release of Microsoft Dynamics GP 2013. Posted below are the titles

from our 14-part series to help you and your team learn more about this new product. View

these recorded sessions at www.GPUG.com/member-resources/dynamics-gp-2013.

In addition to the Microsoft Dynamics GP 2013 Webinar Series, we have our regularly

scheduled webinars and training classes. Visit www.GPUG.com/events to learn more and

register.

6 GPUG Magazine

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

AmChar Wholesale, Inc.

Cenduit LLC

Clarcorp Industr

Corporate Commission of the Mille Lacs Band

of Ojibwe

Dinosaur Restaurants, LLC

Durcon Incorporated

H.R. Spinner Corp.

This quarter we’d like to feature one of our new GPUG® Members, sharing a little about who they are and what they do. Welcome to

Susan Hynes of RDC!

Th e Research & Development Corporation of Newfoundland and Labrador (RDC) is a provincial Crown corporation responsible

for improving Newfoundland and Labrador’s R&D performance. RDC works with regional businesses, academia, and government

agencies and departments, making strategic investments in people, research opportunities, and infrastructure.

RDC has been a Premium Member since March 2012. Located on an island on Canada’s east coast, they are physically removed

from the larger Microsoft Dynamics GP community, but “participation in the online community has blurred the boundaries

and allowed sharing of knowledge, skills, and experience that has been invaluable for us,” says Susan Hynes, manager, fi nancial

operations. “Recognizing the value of face-to-face collaboration, we hope to lead the next phase of Microsoft Dynamics GP

expansion and create a Regional Chapter in St. John’s.”

Welcome to GPUG, Susan and RDC! Welcome also to the new Members who have invested in GPUG Premium membership and

Partner membership this year! At press time, the group’s grand total of Member organizations is 3,681. Each new Member adds value

not only to their own organization, but also to the entire GPUG community as they share their knowledge and experiences. Please

note that these organizations have given GPUG permission to share their name publicly.

Health Diagnostic Laboratory, Inc.

InterMune, Inc

Mount Mercy University

Mount Olive College

Precision Conversions, LLC

RiverStone Health

Screamer, Inc.

Suncoast Schools Federal Credit

Union

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

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

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

solution-specifi c programming. GPUG

Premium Members Added Last Quarter

Ariett Business Solutions

InterDyn Remington Consulting

Wennsoft

Premium Partner Members Added Last Quarter

Texas County & District Retirement System

Tri Marine

University of Maryland Faculty Physicians,

Inc.

US Digital

Wilson Lumber Co., Inc

Y-Tex

Winter 2013 7

news

Go Green with Agri-Cover, Inc.

Agri-Cover started a “Go Green” program in 2008. Within the fi rst

year of going green, the company cut its amount of waste going to the

local landfi ll in half. Here’s how Agri-Cover is delivering on its green

initiative:

#1: Reduce Waste Output: Implement a company-wide

recycling program

» Recycling bins were set up to be easily available in designated

stations around the plant fl oor; recycling eff orts include all

materials that the company’s local recycling center accepts

» Changed all pop machines to aluminum cans instead of plastic

bottles; money earned by recycling aluminum cans goes into a

fund for employee lunches

» Company-supplied drink cups are given to all employees to

reduce the amount of waste created by paper and Styrofoam

cups

» Reduced bathroom waste by changing from paper towels to

handy dryers

» Reduced amount of mail/magazines received by contacting

senders and asking to be removed from their mailing lists

» Th e company’s purchasing department worked closely with

suppliers to make changes in how raw materials are packaged

and sent to Agri-Cover

#2: Reduce fuel usage and automotive waste by-products

» Conduct a monthly drawing for gas gift cards for employees who

carpool

» Switched to synthetic oil in all company vehicles

#3: Education and Participation Is Key

» Established a GREEN Committee that includes senior

management and employees from various departments, creating

commitment on all levels in the company

» Daily updates through an employee intranet site as well as

educational fl yers/internal documents

» Invite employees to bring their recyclables from home and use

Agri-Cover as their drop site; the company currently has a 33

percent participation rate

» A company garden feeds employee lunches during the summer

and makes use of otherwise unused company property

American Public University System

Marks Commitment to Sustainability,

Serving Military and Public Service

Professionals, with Grand Opening

of Energy-Effi cient Finance Center

American Public University System (APUS) recently celebrated

the opening of its new, energy-effi cient Finance Center located

in the Charles Town-Ranson Corridor of West Virginia. Since

relocating its headquarters to Charles Town 10 years ago, APUS

has invested more than $47 million in local construction and

building renovation projects, including the state’s largest solar

array that opened in the spring of 2012 and the Academic Center

that opened in late 2010. Th e Finance Center includes offi ce and

meeting space for APUS’s more than 400 fi nance and administrative

staff who support more than 100,000 online students worldwide.

Th e building’s construction aimed for LEED certifi cation at the

Gold Level or higher, per standards set by the US Green Building

Council. Additionally, solar panels provide covered parking while

producing power for the building.

GPUG® Offers Microsoft Dynamics

GP 2013 Readiness Resources

Microsoft Dynamics GP 2013 is coming; be prepared! GPUG off ers

information on our website to prepare you for the upcoming release,

including a link to the offi cial Microsoft launch site, links to valuable

materials and blogs, and information on the Microsoft Dynamics GP

2013 Webinar Series. Th e webinars cover 14 educational sessions

(recordings and materials are posted after the webinar) to help Users

understand what enhancements are coming and how to prepare for

them. To top off information you can obtain at your desk, we are also

hosting dozens of Regional Chapter meetings on the topic. Visit the

site at today to see what all of the excitement is about! www.GPUG.

com/member-resources/dynamics-gp-2013

Community News

8 GPUG Magazine

INF

O

Share your big news with the GPUG community!

If you have newsworthy events or happenings in your organization that you would like to see published in a

future issue of GPUG Magazine, please submit the info to [email protected] for consideration. The news could

be related to Microsoft Dynamics GP, GPUG, awards, accreditations, or recognition for you, your teammates,

or your organization – the same type of information you might include in your company newsletter or on the

news section of your website. Let the community know what’s happening!

GPUG Vice Chairman Becomes a

Microsoft MVP

GPUG’s very own vice chairman, John Lowther, received

fantastic news this fall when he was named a Microsoft Most

Valued Professional (MVP). John is one of 13 Microsoft Dynamics

GP MVPs worldwide and is the only User of the 13! The MVPs

spend a lot of time helping to develop and educate their User and

Partner communities. John has more than 20 years’ experience

as a developer, 15 years as a database administrator, and 10 years

as a Microsoft Dynamics GP User. In his day job, John is the

director of software development and integration at Sta-Home

Health & Hospice, Inc. John has always been an MVP for GPUG,

and GPUG is pleased to see him recognized by Microsoft for his

many efforts.

Global Tower Partners Establishes

Community Service Day and Gives

Back to Orlando Organizations

Global Tower Partners (GTP) announced that it has established

Community Service Day for its 170 employees located in the US.

Employees are given eight hours off during the year to give back

to the community by donating time to the cause of their choice. In

addition, at the company’s midyear meetings in Orlando, employees

volunteer at local charities in the Orlando area.

Inc. 5000 Honors Batteries Plus

for Sixth Consecutive Year

Batteries Plus, the nation’s largest and fastest-growing battery

and light bulb franchise with more than 525 locations in 46 states

and Puerto Rico, was listed as one of the fastest-growing private

companies in the United States in the 2012 issue of Inc. magazine’s

Annual “Inc. 500 | 5000” list. Experiencing a three-year revenue

growth of 64 percent and ranking #132 in the retail industry,

Batteries Plus continues to establish itself as the #1 battery and light

bulb retailer and a franchise leader.

Suddath® Sets the Standard for

Excellence in the Transportation

and Relocation Industry

Th e Suddath Companies is exceeding global household goods

transportation and relocation industry standards and has recently

been recognized with three prestigious awards: the Expatriate

Management & Mobility Award (EMMA), Brookfi eld Relocation’s

Empowered and Client-Centric Award, and Logistics Management’s

Quest for Quality Award. Th ese awards refl ect a commitment to

excellence in customer satisfaction and service performance in a

highly competitive market. It is clear that while the advancement of

information technology is often where recognition is focused today,

customer service is still the industry benchmark.

Winter 2013 9

newsAnnouncing the 2012 Regional Chapter of the Year: Congratulations Indiana/Kentucky!

Indiana/Kentucky Regional Chapter Leaders Traci Shaw and Steve Baute of Interactive Intelligence Inc. with the 2012 award.

We are pleased to recognize the Indiana/Kentucky GPUG® Regional Chapter for its exceptional work

over the last year. Th is Chapter hosts quarterly meetings at User offi ce locations and averages 17 Members

per meeting.

Over the last year they’ve met at locations such as a winery and the Indiana Motor Speedway, making

time for discussing topics from refreshable reports in Excel® to debugging tools.

Th e group has proved that meeting regularly, spending time on their content, and having some fun along

the way make for a great Regional Chapter experience.

Congratulations to the fi rst recipient of this award. Th e GPUG team is proud of the work these volunteers

provide!

Looking for a Regional

Chapter in your area?

Here’s the current list

of cities/regions that

have a Chapter. Visit

our Regional Chapter

page at www.GPUG.

com/member-resources/

regional-chapters to stay

up to date with what’s

going on in your neck of

the woods.

Arizona

Austin, Texas

Baltimore

Carolinas

Central Pennsylvania

Colorado

Dallas/Ft Worth

Detroit (Michigan)

Georgia

Houston, Texas

Indiana/Kentucky

Kansas City Area

Mid-Atlantic

Midwest (Chicago)

Minnesota

Nashville, Tennessee

New England

New York/New Jersey

Northeastern Pennsylvania

Northern California

Northern Florida

Ohio

Ontario

Pacifi c Northwest

(Seattle, Spokane)

Pittsburgh

Portland

South Central Pennsylvania

South Florida

Southern California

Tampa Bay

Upstate New York

Utah

Virginia

Washington, DC

Wisconsin

10 GPUG Magazine

We recognized this year’s GPUG® All Stars at GPUG Summit this

fall. Th e GPUG All Star Award program recognizes Members who have

in-depth knowledge of Microsoft Dynamics GP and make signifi cant

contributions of their time and expertise to educate and connect the

greater GPUG community. GPUG All Star

Award recipients are nominated and selected

by fellow GPUG Members.

Th e 2012 GPUG All Star Award recipients

are Mark Polino, principal consultant

at I.B.I.S. and Microsoft MVP; Howard

Swerdloff , Microsoft Dynamics liaison at

Global Tower Partners; and Richard Whaley,

publisher at Accolade Publications.

“Th ese guys are awesome contributors to the GPUG community and

are so very deserving of this award,” said Kim Peterson, GPUG director.

“Th eir knowledge of Microsoft Dynamics GP is astounding, and their

willingness to take their personal time to share it with our community

is selfl ess and commendable. We can’t thank them enough!”

On being named a 2012 GPUG All Star, Mark commented, “I’m

thrilled to be recognized as a GPUG All Star. Th e GPUG community is

big and vibrant, and I feel like I get more out of the GPUG community

than I put in.”

“I was humbled and honored when I was

nominated for the GPUG All Star Award.

Actually winning was really a surprise and

is still sinking in,” said Howard. “Th e GPUG

community is awesome and a great facility

for networking, collaborating, and learning

from each other. It is an honor to be able

to contribute and be recognized for my

contributions.”

“Th is award was earned by our entire company as we continue

to support the Microsoft Dynamics User Groups everywhere,” said

Richard. “Our charter is to help people that use Microsoft Dynamics

products better utilize their investment, and we will continue to do

that and support the User Groups.” GPUG

Announcing the 2012 GPUG All Stars

(Left to right): Mark Polino, Richard Whaley, and Howard Swerdloff

Winter 2013 11

While most businesses probably prefer that the ERP system remain quietly behind the scenes, this is

particularly true for PANDORA Jewelry. Though famous for the charms that go into bracelets, the company offers other items as well. Guided by a dedication to making each moment matter with jewelry that is elegant yet affordable, it’s almost impossible to fathom finding terms like “general ledger” and “warehouse inventory” in the same sentence as PANDORA. That is, until a conversation with Susan Moore.

Susan moved across the country 18 months ago to join the company’s IT team as the business systems administrator. With the parent company in Denmark, a factory in Thailand, and thousands of franchises and customers everywhere in between, PANDORA is a truly global operation. Susan’s job is to oversee the third-party systems that feed into Microsoft Dynamics GP, which serves as the core ERP system and integrates financials, warehousing, and inventory in the U.S. and Canada. Her job description may be confined to North America, but when it comes to reporting, the requirements are worldwide.

And Microsoft Dynamics GP, she says, delivers. Susan has been working with Microsoft Dynamics GP since the mid-1990s and is often called on to lead technical sessions at GPUG® Summit.

There are many things she likes about the technology, but the ability to customize financial reporting remains at the top of her list. “Our parent company has rigorous reporting requirements,” she says. She found the default to customer class and ID number in the general ledger functionality within Microsoft Dynamics GP to be very limiting. So she hired WilloWare (www.willoware.com), which has already developed many Dexterity-based customizations for PANDORA, to create a business rule that overrides the general ledger default and splits out data from the thousands of invoices posted each day for

much more granular reports. “I set up the new customizations and the Users ignored it,” Susan says with a laugh. “It’s that simple.”

Running a close second on her favorites list are the eConnect interfaces, which allow external applications – including web services, point-of-sale systems, and legacy applications – to integrate with Microsoft Dynamics GP. PANDORA uses it to connect via the company’s cloud application, which Susan says is quite popular. “Our direct customers are franchises, and 75 percent of the orders come in through the cloud app, which we’ve integrated via eConnect,” she says. “It’s seamless, and it’s robust enough to easily handle thousands of orders per day from our franchises.” The cloud app performs so well, Susan says, that PANDORA’s global markets are standardizing on it.

PANDORA’s performance as a company is stellar as well. “The volume here is astonishing,” Susan says. “We’re on track to ship almost 30 million units this year.” And Microsoft Dynamics GP is on track to help. “The system and seamless integration have allowed us to grow,” she says. “Instead of having 25 people banging in orders and occasionally answering phone calls, we have an entire customer service department that really services the customers.”

In addition to her duties at PANDORA, Susan is the leader of GPUG’s Baltimore Chapter. Susan has a goal to have future meetings hosted onsite by Member organizations so that attendees can really get a feel for what’s being done with Microsoft Dynamics GP in Member organizations. Her other goal is to maintain the level of informative and interactive content that has been featured in their Chapter meetings.

If you’d like to participate in the GPUG Baltimore Chapter, contact Susan at [email protected]. GPUG

showcaseu s e r m e m b e rPandora Jewelry LLC

CompanyPANDORA Jewelry LLC

HeadquartersParent company located in

Copenhagen, Denmark; North American

Distribution Center in Columbia, Maryland

IntervIewee Susan Moore

emaIl

[email protected]

websIte www.pandora.net

establIsHed 1982

number of employees

375 in the U.S.; more than 5,000 globally

mICrosoft dynamICs Gp user sInCe

Approximately eight years

number of users71 in the U.S.; 26 in Canada

GpuG® member sInCe

2010

So Simple,Users Ignore It

12 GPUG Magazine

800.997.9921 www.altec-inc.com

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Ensuring succEssERP UPgRadE BEst PRacticEs

14 GPUG Magazine

The release of Microsoft Dynamics GP 2013 is right around the corner. There is excitement over new features, anticipation of new efficiencies, and anxiety over the best way to upgrade successfully.

First, while upgrades are typically performed by IT, they are “business projects” and not “IT projects”. I stress this point because all departments impacted by ERP upgrades must be involved in completing the project.

In looking at upgrade best practices, whether related to Microsoft Dynamics GP 2013 or other software, there are two key areas that need the most attention: planning and testing. This sounds simple, but it is imperative to know what you are upgrading from and what you are upgrading to. Identify all of your add-on products, custom reports, integrations, and customizations. Be sure you look at compatibilities and upgrade paths.

During the planning process, identify all products that touch your system in any way. This can be add-ons from independent software vendors (ISVs), legacy systems with ERP integrations, or custom reports or customizations specifically created for your company. Speak to each vendor; look at each system and document upgrade paths, and review compatibility. Typically, all ISV products must be upgraded along with the ERP system. Plan your timeline accordingly based on add-on release dates. Leverage CustomerSource and the Microsoft Dynamics GPUG® Community for information on upgrade hot topics. Look for warnings related to sequence of events, special items to be aware of, table or field changes, and any other pertinent documentation.

Review the “What’s New” documentation provided with upgrades. Look for new features and take the opportunity to “un-customize” your system. It is surprising to see how many features get customized only to be

included in a future version. Look at other customizations and challenge them. Remove any customizations possible so you have less to maintain and upgrade. Reduce complexity as much as possible prior to upgrading.

System requirements are also important during the planning process. While your general infrastructure may exceed the system requirements, look for those hidden infrastructure costs. There might be one or two percent of Users with older workstations that won’t run the upgraded software efficiently. There could be a new feature you want to leverage that will require new hardware purchases. Be sure you have planned and budgeted for these items.

Involve all departments in the planning process. Their assistance is needed to identify and review business processes for testing. This is a great opportunity to document how you do business and to look for opportunities to improve processes. Develop a test plan with the assistance of the other departments to validate, support, and/or improve all current processes. Test plans should be broken down into functional areas. A person from each area should be assigned responsibility for business process testing.

Write out testing scenarios using actual data. Detail data to be entered as the test with expected results. Number your test scripts and create a log to maintain the results. Create a second, smaller set of tests to be used for validation of the final upgrade.

During the planning process, assign a team to work on the project. There will be resources required for the upgrade, as well as developers or report writers, but most important is the test team.

The timeline also should be developed during the planning process. Be realistic. Accounting is not going to test during a month-end closing week. Payroll will not test on payday, and nobody will test during their scheduled vacation.

by Howard Swerdloff | illustration Seth Rexilius

Winter 2013 15

Develop a recovery plan as well. In the event something goes wrong during the upgrade, how do you recover, and how long will it take? Be sure backups after each step of the upgrade are part of your plan. Upgrade in test and move to production as the final step. That way if something does go wrong, recovery is easier.

Communicate the plan and be sure everyone understands all pieces of it, especially what is expected of them.

With a good plan in place, set up a test environment and begin the upgrade testing process. I always recommend maintaining a test environment as close to, but as separated from, production as possible. By this, I mean you want a system that replicates your production environment – including legacy products, customizations, and integrations – but you do not want any of it to actually touch the production environment. When it is time to test an upgrade, I recommend a third test environment, so you can leave a test environment in place at your current version. This is a good practice for comparison purposes if you need to compare data from pre and post upgrade.

Create your initial test environment, including servers and workstations to replicate production. Be sure your testing team has access to the new environment. Perform a “brief” test to validate the testing environment is working as production does. Once that is complete, you can begin your test upgrade. Follow the plan you created and validate the plan as you go through it. Do you have each product upgrade in the correct sequence? Is there anything that came up during the upgrade process that you need to be aware of? Add it to the plan. Record how long each step of the upgrade takes so you can validate that you’ve given yourself enough time for the upgrade of the production environment. Be aware of automated processes that may run during your anticipated upgrade time. Stop them if possible before upgrading the live system.

The testing team should run through each test script and validate the results. Maintain an issue log of anything that does not pass, but keep testing other components. Complete the remediation of any pending issues and record the resolution. Retest that piece and close the issue. Be sure the resolution is added to your upgrade plan if necessary.

Grant Users access to the test system so they can continue testing. Add test scripts for any new items to the testing documents. (This is extremely handy for the next upgrade.)

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We can do the same for you.

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Don’t be afraid to test multiple times. The week before the final upgrade, conduct testing with the full User community so they

know what changes to expect and how to use the new features. Following testing and resolution of issues, you are ready to upgrade. Disable production

systems so no Users can change data. Move production data to the test environment and upgrade data there. While the data is processing, code can be upgraded on the production servers and workstations. When the data is completely upgraded, validate it and move it to production.

Have a test team available to validate the data in production and test some of the items that failed initially so you can make sure all applicable fixes were applied.

At this point, your upgrade is complete, and Users should be able to take advantage of the new features. GPUG

Howard Swerdloff, a Microsoft Dynamics liaison at Global Tower Partners, was named a GPUG All Star at GPUG Summit 2012. He can be reached at [email protected].

16 GPUG Magazine

academycorner

Lisa Armstrong, senior consultant with SSi Consulting, and Christina Phillips, supervising consultant with BKD, LLP

share their talents with GPUG® Academy by teaching in-depth courses to Microsoft Dynamics GP Users. We caught up with Lisa and Christina during their downtime to get the value of the classes for Users, why they think the hands-on environment works well for learning, and what they most enjoy about teaching.

Focused on ValueLisa specializes in financials, Microsoft Dynamics GP

administration, purchase order processing, and accounts payable while Christina specializes in project management and methodology. Both women feel the greatest value in Academy classes is that Users have the ability to access a lot of practical experience at a fairly low cost.

“By taking a class, you hear from people who work with the product every day in addition to the instructor,” says Christina.

If you sign up for a web-based class, you have the added benefit of not having to leave the comfort of your home or office.

“If you have an Internet and phone connection, you can take the class anywhere,” says Lisa. “It’s less distracting because you can sit anywhere, allowing you a little more flexibility.”

Active Learning Through Hands-on Experience

The hands-on nature of Academy classes is key to understanding what you’re doing rather than just watching the

instructor click through slides or demo the product.“Role-playing helps you learn more quickly and effectively

than if I just demonstrated what to do,” says Lisa. “Agreed,” says Christina. “You can passively participate in a

seminar or webinar – you can even passively read – but you can’t be passive in an Academy class because the hands-on piece forces you to commit to understanding the material.”

User Success Leads to SatisfactionBoth Lisa and Christina have received positive feedback from

their classes, hearing stories about how Users have been able to shave considerable time and annoyances off their projects.

“I’ve received emails from people who have gone back to their desks and changed things that have been bugging them for years,” says Christina. “In some cases it was a 15-minute fix – maybe changing a tab sequence or building a SmartList that actually has the data you want.”

Those wins for Users keep Lisa and Christina enthused about what they do and looking for new ways to make Users more efficient in their roles. The Academy classes are also an opportunity for them to connect with Users who really want to achieve success with their implementation.

“Organizations tend to cut back on training dollars, but hands-on training is the one thing I’ve seen that improves a Customers’ satisfaction with the software,” says Christina. “Overall, organizations that understand that notion are happier with their software than those that don’t invest in training.” GPUG

liSa

aR

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cHRi

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If you’d like to get a little more happiness out of your implementation, we encourage you to check out a GPUG Academy class. You can view the

class schedule at www.GPUG.com/member-resources/academy or contact [email protected] for more information on course offerings, to share a

class suggestion, or to volunteer your own talents as an instructor.

Winter 2013 17

If you had a month’s long sabbatical from work, what would you do? Hit the beach? Catch up on your DVR? Spend time with family?

Judy Van Der Linden, marketing manager for InterDyn Artis, a GPUG® Partner Member, used her sabbatical to help Rotary

International’s End Polio Now initiative by climbing Mt. Kilimanjaro. Don’t feel bad if your plans seem a little more, say, mellow. This was

Judy’s third sabbatical, and the first two were spent with her family. It was time for a challenge.

September 2011 to March 2012 was spent in preparation, with Judy doing cardio workouts in the gym and hiking in her community with trekking poles and a 35-pound backpack. She learned how to use a Camelbak water system to practice drinking while walking. She tested water filtration tablets because the water in Africa needs to be boiled and filtered before consumption. She received the immunizations required for African travel and researched altitude sickness medication since an allergy prevented her from taking the standard. She researched and purchased equipment that would keep her alive in the extreme temperatures and altitude.

And then the unthinkable – Judy broke her leg. “I asked my doctors if I would still be able to make the climb, and

they said yes,” says Judy. “I later found out they didn’t know anything about climbing or the terrain I’d be in.” With their blessing, she continued her preparations as best as she could, climbing to 6,683 feet, the highest she could go in North Carolina, but still almost 13,000 feet below the summit of Mt. Kilimanjaro.

On September 7, Judy and her husband, Scott, departed Charlotte, North Carolina, for Tanzania. As they boarded the flight from Amsterdam to Tanzania, Judy was pulled out of line. Travel to Tanzania requires passports to be more than six months from

expiring, and Judy’s was less than five months from its expiration date. They wouldn’t let her board.

Twenty-six fellow climbers continued the journey to Tanzania, while Judy and Scott waited three days in Amsterdam for the U.S. consulate to open. When it did open, they told Judy she would not get an extension.

That’s when Judy broke down. Their group had started their climb that morning, and she hadn’t planned for this trip for a year to stop before she started. They worked through the red tape, and Judy and Scott flew out on Tuesday morning to the Mt. Kilimanjaro Airport.

“Our Rotary group is so much like family that they arranged for us to do our safari first, and then join a second climbing group,” says Judy.

Judy and Scott enjoyed a safari from Wednesday through Saturday, and then it was time for them to face the mountain on Monday morning. They joined their new group (as good fortune would have it, this group was from their home church), but were fortunate to have the same leader as planned, a fellow Rotarian who was setting a world record by summiting four times in four weeks.

Their three-hour bus drive to the base of the mountain overlooked the Kenyan plains, which Judy said was absolutely beautiful. They began their six-day, 52-mile climb that afternoon, meeting village children coming home from school.

“Each day was five to seven hours of actual climbing. You have to take it very slow to acclimate to the altitude,” says Judy. “The summit climb started the evening of the fourth day. We got up that morning and walked six hours, then stopped at camp for lunch and rest. We had dinner at 5:00 pm and then went back to sleep or prep for the summit. We started the summit climb at 11:00 pm. It was pitch-black, and while the stars were stunning, it was so dark that I couldn’t see my hand in front of my face.”

The group walked in a single file line, guided only by a headlamp and the sound of feet. The terrain was like walking in quick sand, extremely steep, and extremely cold.

“We went slow, I can’t even explain it,” says Judy. “I felt like a zombie. The elevation and altitude slowed us down so much. It took me from 11:00 pm to 4:00 am to go from 15,400 to 17,900 feet. That’s when I vomited the first time.”

The head guide asked Judy if she wanted to continue; she said yes. She continued on a little further, and they stopped for a break where she was sick again, a sign of altitude sickness. The only cure is to descend since altitude sickness can be fatal if ignored.

“The head guide said, “no more mama, we go down now”, and with that he took my arm, one of my poles, and said we must go down and quickly,” says Judy. “I told my husband to continue, that he had to summit for both of us.”

Judy Van Der Linden: A Whole Lot of Heart

18 GPUG Magazine

actionm e m b e r i n

Judy didn’t know that Scott was having trouble breathing and suffering from altitude sickness, just not showing outward signs.

As Judy descended, she continued to vomit. When she and the head guide reached base camp, she felt back to normal and was able to communicate with her guide, a sign that her body could handle that altitude, but unfortunately not the summit altitude.

“As I arrived at base camp to rest in my tent, the sun was coming up. It was the most beautiful sunrise I’d ever seen. My husband and others said that at the summit you can actually see the curvature of the earth. Just the most amazing sight.”

It’s also amazingly cold at the summit. Twenty degrees below zero means you don’t get to enjoy the sunrise very long on top of Mt. Kilimanjaro.

As Scott descended, it became clear that he was seriously ill. By the time he reached Judy, Scott collapsed in his tent, unable to breathe. Judy ran for oxygen and the head guide said they would need to take him down the mountain immediately.

“When they take you down, it’s on a gurney with one wheel,” says Judy. “Six porters in four-man shifts, running down the mountain. The trail is only four feet wide, very rocky, and difficult to even walk. Unfortunately this is the only way off the mountain.”

Judy did not have the option to accompany Scott down the mountain, but would walk six hours alone with her guide to meet her group at the next base camp. Worried about Scott’s condition, they descended so quickly that they passed some of the group members who had left camp hours earlier. Judy’s guide was able to get a cell phone signal to the hospital.

“I got to talk to him,” says Judy. “It took them eight hours to get him off the mountain, and he was in the oxygen ward. I didn’t understand what was happening.”

The next day was another eight-hour trek down over rocks and a faster pace than the ascension. Once they reached the base, Judy boarded a bus to the hotel, and then a few hours later they went to the hospital.

“I only started crying when I saw the hospital,” says Judy, reflecting on the conditions that we take for granted in more established areas of the world (her story of the hospital could be another article in and of itself). “Scott was diagnosed with pulmonary edema, where his lungs filled with fluid and his heart enlarged, and was in the hospital for three days.”

To get out of the hospital, Judy and Scott had to pay cash. They were shocked to find that three days in the hospital, the ambulance ride, x-rays, two specialists, and four cab rides to the hospital was $283. As mentioned, a little different than other parts of the world.

“The hospital was indescribable, but he received very good care,” says Judy. “The people that helped us, especially Scott’s guide, I can’t begin to describe the concern he had for Scott. All in all, it truly was a life-changing event.”

Life-changing indeed, with so many things happening along the way.

“When I broke my leg, I never thought of not wanting to climb

anymore. When we were stuck in Amsterdam, I could have given up. When the altitude medicine gave me hives on the third day, I could have given up then,” reflects Judy.

“But I’m just not a quitter. I had to do this because I kept thinking about people who are stricken with polio. They didn’t choose to get polio, but they did, and they make the best of it,” says Judy. “That’s the one thing my husband really taught me, to turn any situation into a positive instead of a negative. I’m also showing my grandchildren that if you set your mind to do something, no matter the obstacles you’re faced with, you can overcome them.”

Judy and Scott returned home 18 days after leaving their home. Scott was still ill, but the African doctors wanted him to see his regular doctor in the U.S. In addition to Scott’s hospitalization, another person in their group had two toes amputated from frostbite.

“When I tell people about our experience, they say “oh, that’s nice,” says Judy. “I don’t think they really realize what’s involved. I guess I didn’t really realize what would be involved. I kept hearing it would be the hardest thing I’d ever do in my life, and it definitely was. You have to have a lot of heart.”

Judy is certainly not lacking in that area. You might think that one run up the mountain would be enough, but Judy needs to see that summit sunrise for herself and will be returning to Mt. Kilimanjaro.

“I know what to expect, so the fear of the unknown doesn’t exist,” says Judy. “My husband thinks that God was looking out for me since the boulders were still ahead and fellow climbers crawled over them, it scared them that much. I don’t think my leg would have made it over the boulders.”

Judy will spend the next year getting stronger and preparing for her next summit bid. She’s working with doctors who have climbed before and has renewed her passport, so those obstacles are behind her. When she returns to Africa, she hopes to spend more time with the children she saw on her ascent.

“Some of the children we saw are orphans because their parents have died of AIDS,” says Judy. “I would love to go and spend some extra days with them. The way these children looked at us, asking for chocolate (the only English word they knew) and thinking about their life, I want to be able to help them in some way.”

That heart and determination, an amazing combination, are sure to move this sweet woman to achieving her goal and seeing that magnificent sunrise. GPUG

Winter 2013 19

T T&tips & tricks

’Tis the season to be thinking about the holidays, family, what you want in the upcoming New Year, and yes, it’s also time to be

thinking about your annual year-end close in Microsoft Dynamics GP. Does that last item seem burdensome? Well, it shouldn’t be, even if you’re new to Microsoft Dynamics GP! There are tons of resources on CustomerSource as well as all over the blogosphere, and GPUG® offers up an annual webinar each December to help Members smooth out the wrinkles. You’ve buttoned-up the 11 previous months, so doesn’t it make sense that the final one won’t be all that different in the grand scheme of things? Of course it does, and here are a few tips to help you successfully plod through this important series of tasks:

» Make a backup of your data once you’ve got everything posted and you’re ready to begin the year-end close process. If you’re not familiar with this process, make friends with someone who does as this process is not overly time-consuming and can make your life easier should you make an error along the way.

» Close your subledgers first, saving the General Ledger for last. Review each subledger area to make sure that all batches that should be posted in the current year aren’t overlooked.

» If you’re a Fixed Assets Management module User, be sure to close Payables Management first as the former feeds the latter, and finding out that you missed a capital asset isn’t good. Fixed Assets Management module is a subledger, too, so if you have it in your arsenal, don’t forget about it.

» If you’re a US Payroll module User, don’t forget to download your tax tables before you process pay runs in January. They don’t take long at all and will have you up-to-date with any applicable rate or withholding changes.

» Leverage your new backup friend from the first step to create a new database backup after each subledger close has been finalized so that you’ll never have to go back more than one step as you progress.

» Before you begin closing the General Ledger module, check to see that the “Allow: Posting to History” checkbox is checked in the General Ledger Setup window. If checked, Microsoft Dynamics GP will automatically update Retained Earnings going back one closed year so you won’t have to. You can close your year and not sit waiting for your auditors’ inevitable entries.

» Create a SmartList to verify that your account Posting Types are correct, and then save it as a “Favorite” to your User ID so you

can use it every year. If an account is mislabeled and isn’t caught before the General Ledger close process is completed, KB #864913 provides a remedy. Trust me, finding these edits via SmartList before you run this routine is a much easier avenue to travel.

» If this entire process still makes you nervous, restore a database backup onto a TEST database and run through the entire process there first. You’ll know exactly what to expect and how long it will take. Restore your backup more than once and get your speed up!

» Don’t forget to create a calendar for the New Year so that Microsoft Dynamics GP knows about the next set of fiscal periods.

Hopefully some or all of these items will assist you in making this important, annual routine as easy as possible. Seek out help if you need it, run backups frequently as you go, and try a test close first if that makes you more comfortable with the whole routine. As time goes by, you’ll find that this yearly ritual isn’t as overwhelming as some might think. GPUG

Bob McAdam is the new vice president of finance at Dynamic Communities, Inc. (the creator of GPUG and the AXUG®, CRMUG®, and NAVUG™ communities). He’s worked for both User and Partner organizations and is a past recipient of the GPUG All Star Award. He can be reached at [email protected].

Year-End Close To-Dosby Bob McAdam

Seek out help if you

need it, run backups

frequently as you go,

and try a test close

first if that makes you

more comfortable with

the whole routine.

20 GPUG Magazine

Congratulations to Scot Sunnergren from Nature’s Sleep for winning the Fall 2012 Word

Find. Your prize is in the mail, Scot! Below are 25 words that relate to the topics and theme

in this issue of GPUG® 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

Benefits

Best Practices

Bob McAdam

Community

Discussions

Favorite Feature

GPUG

Howard Swerdloff

Integrity Data

Jeff Trosen

Judy Van Der Linden

Learn

Microsoft Dynamics

Microsoft Dynamics GP

Networking

News

Pandora

Planning

Regional Chapters

SIG

Summit

Upgrading

Winter

Year End To Dos

wordf indS S D C S I D K R O W T E N F P A N D D O R R A LJ U D Y Y R S T Y M E D A C A L N E G P U T R S LU Y T T I N N U M M O C E R V R B R S T R I U T ED S W E R D L O R S T L N S O O O L T L S M S L AY E A R E N D T O D O S L T R U B D E N M M E N RV D N B N N U P G R A D I N I N M B N I R M S E RA T E E A I G A C M B O B S T D C E T A S U N S HN O R S L N N E S S L R T I E C A N E L P S O C OD D A T P U P G R A D I N G F H D E N T L G I I WE O E P S P R A C T I C C E E A A S R S A G S M AR B Y R L Y M M E E D A C A A P M T E R N U S A RL E A A G E M E D A C A E R T U T A E F N P U N DI N T C N G A I N T E G R I U T Y S G G I P C Y CN E I T I I F R E N E B E N R L T S P R N G S D OD F N I K I R S N T L N E R E S T U L N G E I T ME I E C R N E W W S J E F F T R G U P G R A D F MN T S E O N I N T E G R I T Y D A T A T S R L O UA S O S W A F A V O R I T T E H O W A R D D E S NN U R R T L S R E T P A H C L A N O I G E R A O IO M T S E R O T D N E R A E Y R E T N N I W R R TI M F T N R S T F F O L D R E W S D R A W O H C YG M F S L E N E T W O R K D E D N D R Y D U J I LE I E R A N W I B E W W I N T E R R S T L N N M TR T J C H A S S P T E R S L E A R R N M I C R O SA C A D E P G S C I M A N Y D T F O S O R C I M R

Winter 2013 21

Jeff Trosen, product

unit manager for

Microsoft Dynamics

GP and Microsoft

Dynamics SL, joined

Great Plains Software in

1986, developing the product

and then helping get it out

the door literally by stuffi ng

CDs in the operations room.

Fast forward 27 years, and

the shipping process is the

click of a download button,

but the commitment to a

quality product is still

there. GPUG® sat down with Jeff to talk about

the nuts and bolts, technical aspect of releasing a product, a nice

bookend to what you normally hear on the product management

side of life (not to worry – we have an interview with the product

management team on page 24).

GPUG: When did your team start developing Microsoft Dynamics

GP 2013?

Jeff Trosen (JT): We’ve been in development for two and a half

years and were working with prototypes before that. Th e product

will be released to market (RTM) and available for download in late

December.

GPUG: Th e beta version of Microsoft Dynamics GP 2013 was fi rst

available in September. What type of feedback did you receive

on the product?

JT: Th e beta version of the product has 125 new features and across

the board, the feedback has been very positive. We have a fun story

where a Customer in Wyoming that’s been with us for a while wanted

to get the beta version as soon as possible, so they fl ew their private

jet to Fargo to pick up their favorite support engineer and developer ,

then fl ew back to Wyoming for the install.

GPUG: What kinds of adoption goals do you set once a new

version is released?

JT: We have historical milestones that show us adoption over the

fi rst six months and year, so we track our adoption against that.

Convergence will be within three months of the launch, so that will

be a great way for us to poll people, and our support organization in

Fargo is constantly in touch with Users and then sharing information

with us regarding the types of calls and questions they’re receiving.

GPUG: Th e product management team has numerous launch

events scheduled. How does your team fi t into those?

JT: My team taught many of the technical presentations at the

Microsoft Dynamics GP Technical Airlfi t this fall. We also brought the

development team over to the General Session, and they got a standing

ovation. It’s fun for them to be in front of that. Th e product management

team also gathers feedback from the launch events and feeds them back

to my team. When you’re in the home stretch, getting that feedback from

Customers and Partners helps fi re the team up to cross the fi nish line.

GPUG: I just have to ask – how quickly will you start working on

the next major release?

JT: We started specifi cation planning for “GP Next” last summer.

Th is December’s release is diff erent than what we’ve done in the past

as we’re introducing the web client. When we ship in December, all

functionality for fi nance and distribution will be ready, with HR and

project planning functionality to come. Every three months we’ll

update registration keys, and when Partners and Users download

those, they’ll get the new functionality. (Side note – for our desktop

client, all modules will be available on day one.)

A small part of our team will stay focused on this current release and

delivering that functionality, and the rest will move on to “GP Next”,

focusing on innovations with Windows 8 and the next two releases of

Microsoft Offi ce so the technology works well in the cloud and with

the stack. We’ll also review the top-rated Customer suggestions that we

didn’t get a chance to include in this version. TM

TM GP

JE

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TR

OS

EN

JE

FJE

FJE

FF

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TR

OS

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TrosenJEFF

PRODUCT UNIT MANAGER

22 GPUG Magazine

888.205.1531

TrueCommerce makes EDI painless for Microsoft Dynamics GP customers.

showcaseshowcaseMICROSOFT MEMBER

GPUG: Will we see Microsoft

Dynamics GP on Surface™?

JT: We built our Business Analyzer,

which has touch motion through

diff erent reports and graphs, for the

Surface. If you build for Windows 8, you

get the benefi t of being able to use the

product on Surface and other mobile

devices.

A new thing for us is that when we

release Microsoft Dynamics Business

Analyzer for Windows 8, it will be

available in the Microsoft app store. So

whether you want the latest version of

Angry Birds or Business Analyzer, it’s all

there.

GPUG: You mentioned building out

the technology for the cloud. What’s

the cadence for making sure products

work well in a hosted environment?

JT: We have the technology to take our

products and ISV products to the cloud,

but it’s putting them through testing and

performance tuning to make sure they’re

optimized for the web client.

GPUG: Will any of your beta installs

be on the web client?

JT: We are working with fi ve hosting

Partners and hope to have some of the

beta installs live by RTM.

GPUG: How do you recommend Users

choose between the desktop and web

clients?

JT: Users who aren’t in the offi ce as

much, perhaps sales managers who

need to access forms or people working

diff erent hours or from home, are good

candidates for the web client. We also

recommend it for larger Customers

that have their Users in a larger

geography, not sitting together in one

building. Being able to pull up Microsoft

Dynamics GP in a web browser makes it

easier for them to access what they need,

when they need it.

GPUG: You’ve shared a lot of great insight here, Jeff . Is there anything else you’d like to

share with our readers?

JT: With the portfolio of products we have in the market, I just want people to understand that

there is a dedicated group of people thinking about Microsoft Dynamics GP every day and how

to bring it to the next level. We take a lot of pride in what we do and were the early adopters of

Microsoft Offi ce integration, web client, and more. GPUG

Winter 2013 23

30MinutesGPUG® chatted with Errol Schoenfi sh, director of product management, Pam Misialek,

product manager, and Chad Sogge, principal group program manager, about the

release of Microsoft Dynamics GP 2013, including early reviews, its business value,

and where you can see it in action.

An Exciting

Convergence

Th e team is looking forward

to Convergence (coming up

March 18-21 in New Orleans)

as it will be an opportunity

for a large group of Users to

see the web client, Windows 8

integration, and new features at

the same time. Learn more and

register at www.microsoft.com/

dynamics/convergence.

“My Suggestion

is in There!”

Th ere are 150 new features

packed into Microsoft

Dynamics GP 2013, many of

which came as suggestions

from Users via the Connect

tool (connect.microsoft.

com). “A couple Customers

mentioned to me that they

were excited to see their

feature requests show up in

the product,” says Errol. “Th ey

really felt part of the process as

a result of that.”

Applause Gets

Nods

Clap louder, folks. Th e

product management team

uses your response during

events to pick the features

that get promoted in their

materials. According to

Pam, “If Users clap and

cheer, we promote that

feature in future events

and list it as a community

favorite.” GPUG

Moving On Up

“For Users on older versions, now

is a really good time to move up,”

says Pam. “Even if you’re not on

Microsoft Dynamics GP 2010,

you can move up to Microsoft

Dynamics GP 2013. Th ere are

features in this release that people

have been waiting for, and looking

at the feature list to see what you

can take advantage of will help you

in your decision-making process.”

Where Can I See More?

All GPUG Regional Chapter meetings will feature 90 minutes

of content on Microsoft Dynamics GP 2013. In addition to

that, the 14-part Webinar series available at www.GPUG.

com/member-resources/dynamics-gp-2013 off ers a lot of

information and can be accessed anytime. You can also reach

out to your Partner as many are planning launch activities

and training events, plus, check out the product management

team’s blog at blogs.msdn.com/b/gp.

It’s Never Been

Better

“Th ere’s never been a better

time to be a Microsoft

Dynamics GP User,” says Pam.

“Users now have the power

to choose how they want

their product implemented,

providing real impact to their

bottom line and ROI. It’s not

just cool technology, but it has

real business value.”

The Betas Love It

Users that participated in the

beta program for Microsoft

Dynamics GP 2013 are happy

campers, enjoying features such

as the UI changes, BI, Word

templates, and SRS reports.

“Several Users went live within

a matter of hours,” says Pam.

“Many were on version 10 or

older, so it was great for them

to see the new enhancements

very quickly.”

WITH THE MICROSOFT

DYNAMICS GP PRODUCT

MANAGEMENT TEAM

What’s Coming Next?

As Jeff Trosen mentions in the Microsoft Member Showcase

on page 22, work on “GP Next” has already begun. Th e product

management team constantly reviews feedback requests that

come in via the Connect tool, which makes for a “very innovative

and fl uid development process,” according to Chad. Th ere isn’t a

deadline for you to enter requests into Connect, but it’s better to

get in there early so people can vote on your idea. “Majority wins,

so you need to make sure your colleagues are voting,” says Pam.

Pam MisialekPRODUCT MANAGER

Chad SoggePRINCIPAL GROUP

PROGRAM MANAGER

Errol Schoenfi shDIRECTOR OF PRODUCT MANAGEMENT

MOST EXCITING FEATURE IN MICROSOFT DYNAMICS GP 2013

It’s a tie between “Quantity

Tolerances” and the SSRS

integration with Microsoft

Dynamics GP windows.

The ability to track serial

and lot numbers for drop-

ship purchase orders.

Many to choose from, but

“Choose Printer at Time of

Printing” really hit home

with me.

Multi-tenancy.

WHY ARE YOU SO EXCITED?

I’m excited about “Quantity

Tolerances” in the receivings

area of POP as it now works

for non-inventory purchases

as well as tracked items.

Integrating SSRS reports

will be very exciting as this

reporting platform is very

robust and will remove some

of the reliance on Report Writer.

This feature is long

overdue.

Printing inconveniences

can potentially lead to lost

or delayed documents,

which can have signifi cant

consequences on business

operations. I don’t know

how Users have lived

without it!

It will enable hosting

Partners to provide multiple

instances of Microsoft

Dynamics within the same

database instance.

Preparing for Microsoft Dynamics GP 2013We reached out to four experts in the Microsoft Dynamics GP Partner community to see

what they’re most looking forward to with regard to Microsoft Dynamics GP 2013.

Bob McAdam,

Dynamic Communities

Jeff Smith,

Socius

Jon Rivers,

Data Masons Software

Kurt Quiggle,

InterDyn BMI

WHY SHOULD USERS BE EXCITED?

“Quantity Tolerances” will

provide greater controls

within the procurement

process around received

quantities. Once Users see

how helpful SSRS can be,

customization ideas will

follow, unlocking many

possibilities.

They’ll be able to truly

track serial and lot number

activity for all sales and

purchasing transactions.

This information can be

very important for service

and warranty work, as well

as tracking returns.

Selecting a printer gives

Users additional fl exibility

instead of locking them

into one printer on their

network.

I expect this feature will bring

the cost of hosting down. It

will also allow developers

to manage multiple

deployments with less

overhead, facilitating a more

economical management of

multiple development cycles

and versions.

Plan accordingly when it

comes to educating your

Users on the 100+ new

features. This release contains

scores of enhancements

based on Users’ suggestions,

so chances are good someone

in your offi ce has already

been asking for these

improvements.

Be methodical. Do a test

upgrade with thorough

scenario testing to make

sure that the system is

functioning as expected

and necessary before

putting it in production.

A critical step during

any implementation or

upgrade is to ask, “Do my

ISV solutions align with

Microsoft’s strategy for the

ERP?” If they don’t, then

I encourage you to take a

look at other technology

investments for both short-

and long-term success.

Prior to upgrading, rethink

the possibilities that multi-

tenancy could provide. User

organizations will be able

to have a fully parallel test

system housed in a single

instance of SQL, and that

could be of great benefi t to

your organization.

WHAT’S YOUR ADVICE FOR THE UPGRADE TO MICROSOFT DYNAMICS GP 2013?

Winter 2013 25

Lead the way

Build KnowledgeSomeone has already solved the issue you’re struggling with today – learn from and build on their success. Connect with Dynamics GP users who share similar experiences, processes and challenges. 3600+

GPUG User Member Companies

Each icon represents 20 companies

Learn from ExpertsWebinars and online training help all your users stay on top of the latest functionality. Best practices and add-on product information allows you to optimize Dynamics GP for your business.

Average GPUG training sessions per year

250 61

Maximize Your Return Are you maximizing the return on your Microsoft Dynamics® GP investment? Chances are that you’re not – and you’re not alone. GPUG offers interactive, relevant, affordable training and provides your staff with endless opportunities to learn from and build on the success of other companies and users just like you.

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uild Knowledggeeone has already solvedssue you’re strugglingtoday – learn from and

d on their success.nect with Dynamics GP s who share similar

eriences, processes andenges.

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26 GPUG Magazine

to better business

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GPUG is a customer driven professional organization dedicated to enriching the community and continuing the education of Microsoft Dynamics GP users. Empowered Dynamics GP users deliver higher returns on software investment.

50%Functionality of ERP systems not fully used by organizations.

GPUG at Convergence

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Discounted or Free Events Each Year

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Connect with Dynamics GP users in similar roles, industries and environments to share best practices and lessons learned.

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Role Focus CFO Developers Unite Database Administrators (DBA) Systems Administrators (Sys Admin)

Product Focus BI & Reporting FRx Friday Field Service HR/Payroll MR Friday SharePoint SmartList Monday CRM/GP SSRS Monday

Global Branches and Regional Chapters

Winter 2013 27

GPUG: You started Integrity Data 16 years ago. How did the

company get its start?

Patrick Doolin (PD): I started out in the channel working for a

Partner organization and decided to branch out on my own to

provide Microsoft Dynamics GP customizations for Partners. I

named the company Integrity Data as that’s what we wanted to

represent to the market – the highest quality product and service

from somebody Partners and Users could trust. We continually

gained business from new Partners and Users who heard of our

work and reputation. Our strength has been our ability to listen

to the User’s situation, quickly determine a solution, and present

it to them without sounding too “techie.”

Our fi rst resalable product was developed in 2000 and

managed leave time for employees. After that took off we started

to build additional tools for payroll and human resources. In

2003, we branded ourselves as the HR/payroll ISV, and it worked

out very well for us. Many of our products became part of the

core Microsoft Dynamics GP HR and Payroll product off ering

in 2007.

GPUG: After you partnered with Microsoft to resell your

products under their brand, how did you decide what to do

next?

PD: We knew that Partners and Users would perceive us as having

been acquired by Microsoft, so we immediately began designing

products to fi ll places where there were still needs. Th e dynamics

of the market were such that we could deliver functionality faster

than Microsoft as we didn’t have to wait for major releases of the

product.

GPUG: Tell us a little about the products you off er today.

PD: We now have 11 products that are add-ons to Microsoft

Dynamics GP HR and Payroll. Th ey help with tasks such as

managing leave time, entering negative deductions, calculating

paychecks based on hypothetical situations, and emailing direct

deposit and W-2 statements, to name a few (you can view the full

list of Integrity Data’s products on their catalog at http://tinyurl.

com/7zlgthg).

In addition to our HR and Payroll products, we also identifi ed

a huge need for fl exible workfl ows and notifi cations across all of

Microsoft Dynamics GP. A few years ago we started investigating

how we could off er a solution. Th rough that investigation process,

we were able to identify technology that would allow us to bring

fl exible business process automation to not only HR and Payroll

in Microsoft Dynamics GP, but also to all areas of the Microsoft

Dynamics products, including any ISV add-on solutions.

Th at solution, U-LINC, was released in early 2012 and enables

workfl ow, alerts, and notifi cations on any data from any window

inside of Microsoft Dynamics. It is as simple as identifying

the information you want to approve or be notifi ed about,

determining who is involved, and classifying what you want

included in the email notifi cation. Approvals can even be made

right from the email off a smartphone. It works within Microsoft

Dynamics without changing the way Users do business and

without changing software confi gurations.

GPUG: What’s coming up next for your team?

PD: Besides going full steam ahead with U-LINC, we’ve just

released a new HR/Payroll enhancement which gives Users

the ability to adjust deductions. Th at functionality has been

requested for a long time, and we’re glad to provide a solution to

the problem. We will also continue to focus on U-LINC, helping

Users automate their business processes, leverage workfl ows,

and have real-time interaction with ERP data, regardless of if

they’re an ERP User or not.

COMPANY

Integrity Data

INTERVIEWEE

Patrick Doolin, president

HEADQUARTERS

Lincoln, Illinois

PHONE

888-786-6162

EMAIL

[email protected]

WEBSITE

www.integrity-data.com

ESTABLISHED

1996

GPUG® PARTNER

MEMBER SINCE

2010

Integrity Data

“I can’t say enough good about Integrity Data.

The products are User-friendly, and the training

went very well. They’ve been quite responsive

to questions. Both the sales and support teams

have great product knowledge, and I’ve been

100 percent satisfi ed with the response and help

I’ve gotten. Everyone down to the receptionist

answering the phone has been kind.” – Ganisha Sethi, Sethi Management, Inc.

28 GPUG Magazine

showcaseISV PARTNER MEMBER

Over the next few years we will continue to provide innovation on

tools that are self-service focused, with accessibility through mobile

devices and web portals. We hope to demonstrate some really cool stuff

at Convergence. I just received my Microsoft Surface™, and I’m excited

to see how it will be part of how we expand on the mobile platform.

GPUG: Sixteen years in, what do you like about the Microsoft

Dynamics GP community?

PD: We have had the privilege of meeting many great Partners and

Users over the years. I really enjoy learning about all of the unique

businesses and how they are using our products. One of the benefi ts

is that people are comfortable talking with each other about things

that are working well, not working well, and what they would like

to see. It is a very cordial marketplace. It’s also a mature product, so

the community brings specifi cs to you, not vague things. GPUG has

been a great addition in that Users are very interested in engaging

and sharing what they’re experiencing, what they’re looking for, and

providing feedback. Because of that, we are able to get a lot more

done in less time because the communication gap isn’t there.

We want to provide solutions for areas where information and

processes can be improved. Th at’s where we started 16 years ago, and

that is still our focus today.

GPUG: What excites you about the release of Microsoft Dynamics

GP 2013?

PD: Th ere are many good features, but the ability to run Microsoft

Dynamics GP in a browser is a very powerful feature. Our company

is very impressed at how well Microsoft has delivered on that, and

we anticipate many Users will be happy with these new capabilities.

When we look at the ever-changing marketplace, with

everything that has gone on with technology and the cloud,

Microsoft Dynamics GP has such maturity that people want to see

it progress, continuing to provide the value people are looking for,

and not be replaced. Th at’s a key focus for Partners, Users, ISVs,

and Microsoft. Microsoft Dynamics GP 2013 is a specifi c play for

the Microsoft team, proving how this particular product has been

around for so long but continues to evolve and be a very powerful

tool for Users.

Our focus as a company is to serve current Users. Th e User base for

Microsoft Dynamics GP is a big, strong, and very savvy group. Th ey

know what they need, what their pain is, and can articulate what they’re

looking for. If there is one thing we can do more, it’s to hear from Users

about what they’re looking for regarding workfl ow, interactions with

data, and such, so we can do a better job of providing them with tools

and features that aren’t being developed elsewhere. GPUG

Attend Convergence 2013:t k y

Mic

t

k

Register today!

www.microsoft.com/dynamics/convergence/

A

Microsoft

Winter 2013 29

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GPUG® Summit was a fantastic opportunity for

Users, Partners, and Microsoft team members

to connect, learn, and share. Users engaged in

educational sessions, roundtable discussions,

and valuable networking for four days in Seattle,

Washington. Posted below are some of the key highlights of this

year’s event. We hope to see you next year to continue building

relationships, knowledge, and memories.

Top Rated Sessions at GPUG

Summit

» 50 Tips in 50 Minutes for Microsoft Dynamics GP: Th e Next

Generation

» Eliminating IM, Enhancing SmartList, and Making

Microsoft Dynamics GP Hassle-Free by eOne Solutions

» Excel Report Builder - How2

» Finance Module Best Practices for Microsoft Dynamics GP

» Making Microsoft Dynamics GP Work Simpler & Easier by

Rockton Software

» PowerPivot and Microsoft Dynamics GP: Beyond the Pivot

Table

» Understand the Value of Microsoft Dynamics GP 2013

Human Resources and Payroll

» What to do When Something Goes Wrong with Human

Resources and Payroll for Microsoft Dynamics GP

GPUG2012SUMMIT REVIEW

“The information gained and

contacts made are invaluable.”

– Viola Shoell, Franklin County PUD

32 GPUG Magazine

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and training

materials. Great

career motivator.

I’ve been using

Microsoft Dynamics

GP for three years

and never had the

opportunity to attend

this conference. I’m

looking forward to

Tampa!!”

– Pamela Street, Private

Diagnostic Clinic, DUMC

GPUG Summit Fast

Facts

» 530 Attendees

» 150 Sessions

» 45 Networking Huddle Topics

» 22 GPUG Academy Courses

“GPUG Summit

has surpassed

the importance of

Convergence for

learning and networking

around Microsoft

Dynamics GP.”– Mark Rockwell,

Rockton Software

Winter 2013 33

GPUG Summit 2013October 21-25 | www.GPUGsummit.com

GPUG Summit Attendee Objectives

» Connect with other Microsoft Dynamics GP Users and

experts in your industry, role, or region

» Learn from the experiences of Users who share similar goals

and challenges

» Share your own experiences and expertise with the GPUG

community GPUG

“Summit was a great experience. I have attended as a Partner and, most

recently, as an end User. There is something for everyone at Summit! The

learning is great, but the opportunity and ability to network with people

who work with the same products that you do on a daily basis is invaluable.

Knowledge is power, and there is a lot of knowledge sharing going on at

GPUG Summit.” – Joseph Tews, AgriCover

SAVE THE DATE...

and Join Us in Sunny Tampa, Florida!

REGISTRATION OPENS IN SPRING 2013

“So much information in such a short amount of time. It was fantastic – tiring,

but fantastic! Even lunches were a form of networking, meeting other Users and

hearing their stories, struggles, and successes. It was great. I ABSOLUTELY

want to go every year!” – Debbie Clark, eOne Entertainment

34 GPUG Magazine

Congratulations to our Fall 2012 contest

winner, Michelle Kocher of Delta

Medical Systems, Inc.! Michelle found

the logo on page 24 of the Fall 2012 issue

of GPUG® Magazine. Let’s play again.

Hidden somewhere between the

covers of this magazine is

our GPUG Summit logo.

Can you fi nd it?

While our GPUG logo shows

up throughout the magazine,

the GPUG Summit logo appears

hidden in only one place.

When you’ve found it, send an email to [email protected] with

an explanation of where and on what

page it’s at. We’ll choose a winner at

random and will highlight him/her in the next issue of the magazine.

actionM E M B E R I N

When it comes

to getting

the most

out of the

technology

on behalf of her organization and the clients it serves, Cindi Todd

believes so strongly in sharing experiences that she launched a new

group for just that purpose. Todd is controller of the Susquehanna

Association for the Blind and Vision Impaired, or SABVI, which relies

on Microsoft Dynamics GP to manage areas critical to the Pennsylvania-

based organization’s ability to serve the more than 2,000 individuals

who rely on it each year. What culminated in the launch of her local

chapter began two years ago when she joined the national GPUG®

group. “The people in GPUG love to share information, and when

you’re working with an ERP system that’s so complex, it’s important to

connect with others who have encountered the same issues,” she says.

The central mission of SABVI is to help people who are blind or vision

impaired achieve the level of independence that’s best for them. This is

accomplished with education, rehabilitation services and programs, and

employment opportunities. SABVI employees manufacture products

such as pads and chin straps for military helmets; the organization also

employs people whose job is to close out government contracts.

In fact, the revenues generated from employment contribute 90

percent of the cost of services offered by SABVI – most of which

are offered free of charge – including such as home-based

assistance and a preschool attended by students both with

and without vision issues. Managing production costs, along

with the range of services, presents the challenge of diversity

within the infrastructure. “The key to GP is its complete

integration,” says Todd, who uses the system for inventory, AP,

AR, fixed assets and, in recent months, the module for MRP

(manufacturing/materials resource planning), which she plans

to use for total costing in the future. “We get everything into

the system and then get everything out with various reporting

tools, including Microsoft FRx.”

Todd says Microsoft Dynamics GP allows everyone to see important

information in a more complete and timely manner, liberating

employees from spreadsheets where inventory and other critical

information once resided and was sometimes current but often

was not. It integrates nicely with other software, such as Microsoft

Forecaster, which not only saves time in terms of data entry, but also

alerts people quickly when adjustments are necessary. The system also

helps with data mining. “We used to send one organization a copy of

each invoice, and then they manually entered it into a spreadsheet,” she

says. “The data was right there, and all I needed to do was send it to

them in a report and they can import it once.”

Getting the maximum value from the technology is central to her

experience with GPUG. “While it might be a bit overwhelming, it

is so incredibly helpful,” she says, recalling her trip to the group’s

summit in Las Vegas. “There’s so much to GP that you don’t know

what you don’t know until you hear about it.”

Based on that experience, Todd says she’s wanted to help get a group

together closer to home for more than a year now. And, with one

meeting behind her, Todd feels optimistic about the group’s future and

its ability to not only learn from the experiences of other Members, but

also to influence enhancements made to Microsoft Dynamics GP in

the future by speaking to Microsoft in a unified voice. The first meeting

of the South Central Pennsylvania Regional Chapter took place at

SABVI’s office and was attended by about 25 people. Based on input

at the new chapter’s initial meeting, the topic for its second gathering

will be SmartList Builder within Microsoft Dynamics GP, which will

be discussed and demonstrated. “We want to stay as informal as

possible while still doing some training but also being sure to have time

for networking and discussing issues,” says Todd. “We’re still getting

our legs.” GPUG

Using Data to Fulfill a Mission

Fall 2012 17

within the infrastructure. “The key to GP is its complete

integration,” says Todd, who uses the system for inventory, AP,

AR, fixed assets and, in recent months, the module for MRP

(manufacturing/materials resource planning), which she plans

to use for total costing in the future. “We get everything into

the system and then get everything out with various reporting

tools, including Microsoft FRx.”

Todd says Microsoft Dynamics GP allows everyone to see important

information in a more complete and timely manner, liberating

employees from spreadsheets where inventory and other critical

information once resided and was sometimes current but often

was not. It integrates nicely with other software, such as Microsoft

Forecaster, which not only saves time in terms of data entry, but also

alerts people quickly when adjustments are necessary. The system also

good luck!

C O N T E S T

f ind the

Winter 2013 35

Looks like a GPUG® Summit presentation got a little more interesting this year!

What would you name this photo? Simply email your submission to Captioncontest@

GPUG.com. Th e winning submission will be printed in the magazine’s next issue.

contestNAME THAT PHOTO

RE

SU

LT

S

Congratulations!

Congrats to BÉAT BUCHER of FORENSIC TECHNOLOGY WA INC. for winning last quarter’s contest with his submission of “Our team and booth are so well-known that we don’t even need an ad campaign at the Super Bowl fi nale…We’re simply the best!” Béat – your prize is in the mail!

36 GPUG Magazine

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

Look for NEW: in front of the names of products/services that are new to The List.NEW:

Download copies of The List from The Partner Channel website (www.thepartnerchannel.com/the-list) to share with others in your offi ce.

Welcome to The List from The Partner Channel®! The List is a tool that

enables you to quickly and easily fi nd products specifi c to industries,

business process functions and various services provided by third-party

companies that extend the Microsoft Dynamics® family of products.

The List is updated quarterly and is available as a PDF document at:

www.thepartnerchannel.com/the-list

Industry...................................................................Page 38

Horizontal................................................................Page 45

Services...................................................................Page 57

The List Table of Contents

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 GPUG® 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

38 GPUG 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

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.

Automotive

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.


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.

C hurches 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.

Consumer 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. On-demand and 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.



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 724-940-5520 ext. 335 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.

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.

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.

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.

Cross 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 Ariett Requisition, Travel & Expense Requisition, PO, AP Invoice, Expense Reporting, Document Manager, Credit Cards, Mobile Apps in the Cloud on Microsoft Azure.

AssureSign LLC

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

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.

Industry IN

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Winter 2013 39

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.



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.

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 commission process right inside of Dynamics GP.

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

NEW: Customer Service CollectionEnhance 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.

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.

ImageTag, Inc. www.imagetag.com • 480-753-9300 KwikTag Document Capture & Workfl ow for Dynamics Powerful. Practical. Proven. More choose KwikTag's document & case mgmt.

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 dotStore eCommerce Complete eCommerce solution for B2B/B2C and iPhone/Android devices .

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

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. 226 k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilin-gual, multi-currency SaaS, On Premise.

KTL Solutions, Inc. 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 RFQ Allows your vendors/suppliers to bid via an externally hosted website. Drive down your product costs with online RFQ responses bidding & ranking. Seamlessly integrated to Workplace Purchasing.


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.

ScanWorkX www.scanworkx.com • 913-647-8640

NEW: 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.

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!

Education

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


www.paramounttechnologies.com 248-960-0909 WorkPlace for Education Budget & purchase against capital projects. Track requisitions, robust ap-proval process, powerful RFQ, Project, Time and Expense.

E quipment Dealers

Concept Computer Corporation

www.dealershipdynamics.com • 800-561-5852 DealershipDynamics Just Works DealershipDynamics is a complete solu-tion for all equipment dealers. Powered by NAV 2009, integrated features include an equipment confi gurator, mobile service solution, doc archiving and Microsoft CRM 2011.

Finance/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.

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.


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40 GPUG Magazine

Beck Consulting www.bcfooderp.com • 800-456-1970 ext. 110

NEW: 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.








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.




Glass

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

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

Government



www.paramounttechnologies.com 248-960-0909 WorkPlace for Government Easy to use. Allow vendors to securely respond online with our powerful RFQ Portal. Budget & purchase against capital projects. Track requisitions, robust ap-proval process, Project, Time & Expense.

Thomson Reuters, Tax and

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

Government Contracting

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

Healthcare

Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120 Ariett ReqNet for Healthcare Materials Management Solution from Requisition to Purchase Order to Receiving, with Supplier PunchOut, Document Management and Mobile Apps.

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 management process. Operates in single & multi-site facili-ties, 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.

High Tech and Electronics

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

Cincom Systems, Inc acquire.cincom.com • 800-224-6266 Cincom Acquire Close deals 80% faster! Smart confi gure, price, quote solution leveraging the familiar Microsoft stack for a simple, dynamic user experience.

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



Insurance

AssureSign LLC


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Winter 2013 41

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


www.paramounttechnologies.com 248-960-0909 WorkPlace for Life Science Drive down costs & control purchases in your material management process.Operates in single & multi-site facili-ties, from Requisition through Invoice Automation.

Maintenance Management

eRPortal Software Group LLC

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.


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

NEW: 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.


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.

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.

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.

Greg Frazier, CPA, PLLC www.gfcpa.com • 313-931-0522 MARS Designer BOMS Need a fun and easy way to analyze bill-of-material cost roll-ups for BOMs? Need an easy-to-use graphical BOM confi gurator? Try MARS Designer Boms on Microsoft Azure. Cloud computing at an aff ordable price!




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.



Manufacturing Resource

Partners www.mrpconsulting.com • 775-849-1171 Dynamics GP Manufacturing Consulting The implementation team at Manufacturing Resource Partners is one of the most experienced available. Each of our consultants has 12 to 24 years of manufacturing and/or fi nancial management experience.



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.







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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.

Media 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.

Metal Fabrication

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Commodity Surcharge Tracks the spot price of commodities, adds surcharge during invoicing to cover diff erence in the spot price between quote date and invoice date.

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




Oil and Gas



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

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

Pharmaceuticals


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.

Professional Services


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.


Property 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.

Publishing


Rentals

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.

Restaurant

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 defi ned by groups of attributes. Defi ne items by attribute types & pricing by attribute value. Transaction entry via item grids in SOP & POP. Fully compatible with GP.


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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.

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.

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



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



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.


www.k-ecommerce.com • 514-973-2510 ext. 226 k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilin-gual, multi-currency SaaS, On Premise.




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 ext. 112 PanatrackerGP Mobile Sales Adding mobility to sales transaction processing for Dynamics GP.

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

NEW: 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.

Social Services


S oftware Manufacturers


Staffing/Recruiting

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


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.


Utilities


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

W arehouse Management

Alba Spectrum Corporation www.albaspectrum.com • 773.384.9264 Alba360 WMS 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.


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.

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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 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.

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.



W holesale Trade: Non-durable Goods




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.

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.

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

Look for NEW: in front of the names of products/services that are new to The List.NEW:


Winter 2013 45

Analytics

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.

Asset 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

Strategic Solutions NW www.getbizax.com • 503-924-3121 BizAX BizAX adds functionality to AX Financials. Lockbox, Positive Pay, & Bank Account Reconciliation. Simplifi es accounting processes with easy set-up; multiple transfer, encryption & fi le types; and automatic processing.

B arcode Data Collection



Budgeting

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 deploys templates in < 2 hours. Direct export to GP, payroll, fi xed & variable alloca-tions, multi-company/currency, global variables, lookups (GL, A/P, A/R, AA, CRM, Project Cost.

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.

Business Intelligence

Accountable Software

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

Accountable Software www.accountable.com • 610-983-3100 Dynamics SL Inquiry Reporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes out-of-box reports, fi lters, sorting, grouping. summaries, drill down to source screens, & more.

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.



Flexible Solutions www.GPReportsViewer.com 212-254-4112 ext. 1

NEW: 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.

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

S o l v e r 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.



Business 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.





Check Printing



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

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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.

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 commission 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.

Equisys, Inc. www.equisys.com • 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your fi nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.

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/crg_solutions.php 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 GP, 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.

Credit 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 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

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.

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

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

Nodus Technologies, Inc. www.nodus.com • 909-482-4701 ePay Advantage Online Billing & Payment Collection for GP, PA-DSS certifi ed, view invoices, automated recurring payments, tokeni-zation, ecommerce integration.

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


Customer Relationship Management

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

ClickDimensions www.clickdimensions.com • 888-214-4228 Email Marketing and Marketing Automation ClickDimensions provides Email Marketing, Web Tracking, Lead Scoring, Social Discovery, Campaign Tracking, Landing Pages, Web Forms and Surveys.

eBridge Software

www.ebridgeconnections.com • 800-755-6921 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 CRM forms by automati-cally generating JScript code.

Data 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 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.

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

eBridge Software

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

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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.

S o l v e rSolver 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.

Distribution



Beck Consulting www.BeckConsulting.com 800-455-1970 ext. 110

NEW: 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.

Beck Consulting http://bcpacknship.com/ 800-456-1970 ext. 110

NEW: 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.


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 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 Advanced BOM Ability to associate sale order/assembly & PO/assembly & disassembly.

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 Container Management Enter manifests, receive FOB, track goods in transit.


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.


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.

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

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.






Document Management


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





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EskEsker Inc www.esker.com • 800-368-5283

NEW: 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.






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 B2B and B2C Integrated B2B & B2C web stores with built-in CMS, SEO, and web parts.

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

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.

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

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

NEW: 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_expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

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.

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.

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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.

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.equisys.com • 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your fi nancial documents.Please visit our website to learn how Zetadocs can streamline

your paper processes.



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


Expense Solutions

Alba Spectrum Corporation www.albaspectrum.com • 773.384.9264 Credit Card Expense Manager Imports credit card activity data & generates GL entries, Bank entries & AP vouchers. E-mail options and Employee Web Portal for expense categories assignment.

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, fraud de-tection, and electronic 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.

Fixed Assets


Services Inc. 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 ext. 112 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 Alba 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 Advanced Customer Merge Provides a workfl ow-oriented solution to merging customers in large data-bases. A ‘provisional’ merge is used for review and approval. The fi nal merge physically transfers transactions to the primary customer.

Corporate Renaissance Group www.crgroup.com/crg_solutions.php 613-232-4295 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.

HR Management

Corporate Renaissance Group www.crgroup.com/crg_solutions.php 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!




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Inter-company Processing

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

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

I nventory 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.


Services Inc. 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.


Services Inc. 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.


Services Inc. 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.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Lot Extensions Adds an unlimited number of user-defi ned Lot Attributes.

I nventory Management


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



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.

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.

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 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.

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.





Invoicing Enhancement


www.ariett.com • 781-826-1120 Ariett Travel, Expense & AP Invoice Automation Pre-travel Approval, Automated Expense Reporting with Credit Card Integration & AP Invoice Automation. With Document management and mobile apps.

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.



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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.



www.paramounttechnologies.com 248-960-0909 WorkPlace Invoice Automation Integrated Invoice Automation Solution for your electronic approvals, check request & invoice matching needs.

J ob Costing




L abeling


Services Inc. 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 transac-tion with a single click. $1500.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105

NEW: 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.

M anufacturing Enhancement




WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Commodity Surcharge Tracks the spot price of commodities, adds surcharge during invoicing to cover diff erence in the spot price between quote date and invoice date.

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.

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.

Marketing Automation

Marketing Power For Dynamics CRM

CoreMotives, a Silverpop

company www.coremotives.com • 770-916-6485 CoreMotives Marketing Suite Marketing power for 1,300+ Microsoft Dynamics CRM organizations: Email marketing - Lead scoring - Web track-ing - Event management - Web capture forms - Surveys.

SalesFUSION, Inc. www.salesfusiion.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.

M igrations

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

M obility

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

NAV and CRM Integration

SalesFUSION, Inc. www.salesfusiion.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 & AP Invoice Automation Pre-travel Approval, Automated Expense Reporting with Credit Card Integration & AP Invoice Automation. With Document management and mobile apps.

Avalara, Inc. www.avalara.com • 877-780-4848

NEW: AvaTax 1099 AvaTax 1099 provides Accounts Payable departments with a turnkey solution to annual 1099 reporting. The web-based solution provides real-time TIN verifi cation, built in W-9 and B-Notice remediation processing.


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

Esker Inc www.esker.com • 800-368-5283


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.

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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 Invoice Approvals and Accruals Browser based invoice approval and requisitioning functionality fully inte-grated with Dynamics GP. Automates invoice accrual process.

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 KTL PR Security Allows you to restrict access to payroll information by employee. The security is applied to cards, reports, inquiry, and smart lists.

KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 Pay Stubs Online 1.0 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.


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



P ortals

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

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.

Procurement Management



www.ariett.com • 781-826-1120 Ariett ReqNet & Expense Management eProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.

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.

Product 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.

Project Accounting


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www.paramounttechnologies.com 248-960-0909 WorkPlace Project Series Combines the WorkPlace Time, Expense and Project solutions with seamless out-of-the-box integration with leading ERP systems.

Purchase Order Processing Enhancement




www.ariett.com • 781-826-1120 Ariett ReqNet & Expense Management eProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.

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.


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 Integrated Requisitioning & Procurement solutions with built-in PunchOut capabili-ties and automatic email notifi cations.

Unifi ed Business Solutions, LLC www.dynamicsgenie.com/pogenie.aspx 877-724-3643 PO Genie Automatically create POs based on in-ventory levels and Backorders, by Item, Class, Site, & Vendor utilizing standard Item Resource Planning.

Q uality Control


Receivables Enhancement




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

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.

Reconciliation

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.

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.

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.


R eporting

Accountable Software

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


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.

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NEW: 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.





Nodus Technologies, Inc. www.nodus.com • 909-482-4701 eSOP Advantage Web-based SOP from anywhere anytime with customizable workfl ow for GP.

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.



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





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

NEW: Customer Service CollectionEnhance 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.





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 %.


S ales Order Processing Enhancement

Accountable Software www.accountable.com • 610-983-3100 Dynamics Reporting - Forms Printer Print SOP, POP & other forms using SSRS & Crystal. Use 3rd party and custom data. Full GP Notes. Deliver forms by Email in PDF & other formats.

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


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 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.





NEW: 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.


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

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

S o l v e rSolver 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.

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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.









System 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.

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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



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 Easy to use Workfl ow solution designed to automate Dynamics GP & create ‘smart’ integrations with external sys-tems. Non-technical users can specify simple workfl ows & developers can create more advanced solutions.

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.

appStrategy www.appstrategy.com • 269-345-3111 ext. 1 appCompass Workfl ow Utilize Microsoft WF4 in Studio to automate processes.


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.

Esker Inc www.esker.com • 800-368-5283


Integrity Data

www.u-linc.com • 217-732-3737 ext. 0203 U-LINC(TM), 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.



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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Services

Application Service Provider/Hosting

Concept Computer Corporation

www.conceptcomputer.com • 800-561-5852 Managed Microsoft Dynamics Hosting Concept is a certifi ed hosting center off ering end-to-end hosting & sup-port services designed for all areas of a Microsoft Dynamics environment.

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 de-signed to help companies improve system performance 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.

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 Cloud Hosting Services built specifi cally for ERP and CRM.

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 de-signed to help companies improve system performance and leverage their Dynamics AX enterprise application.

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 the design and de-velopment of Dexterity & .NET based Customization and Integration (includ-ing eCommerce & RMS) solutions for Dynamics GP covering an extensive range of applications and industries.

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

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.



D emand Generation

FishNet Marketing LLC

www.myfi shnetmarketing.com • 701-532-0502 List Acquisition, Lead Generation & Telemarketing Services Full-service Inside Sales Provider for Dynamics, Platform & Cloud Partners. Lead qualifi cation & nurture mktg; Partner Acct Mgmt; Partner Recruiting; Event Mgmt; Dedicated Rep Programs; Script dvlpmt; List & Lead Mgt .

D exterity Development




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-Newsletter 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.

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58 GPUG Magazine

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.

HR & 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




Managed Services

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.

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


www.myfi shnetmarketing.com • 701-532-0502 List Acquisition, Lead Generation & Telemarketing Services Full-service Inside Sales Provider for Dynamics, Platform & Cloud Partners. Lead qualifi cation & nurture mktg; Partner Acct Mgmt; Partner Recruiting; Event Mgmt; Dedicated Rep Programs; Script dvlpmt; List & Lead Mgt

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!


Partner Channel Development Services

AIM International

www.aimcorpinternational.com • 425-208-5430

NEW: Partner Channel Development We specialize in building Dynamics vertical partner channels to expand market reach, win more customers, build a global brand. Download 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

NEW: Partner Channel Development We specialize in building Dynamics vertical partner channels to expand market reach, win more customers, build a global brand. Download guide.

R eferral Marketing

Leading Results

www.LeadingResults.com 888-717-1715 ext. 525

NEW: Referral Marketing Success Referrals don’t just happen – you cre-ate the environment for success. Let us show you how to make that happen.

S ales Tax Management Service

Avalara, Inc.


S harePoint Development

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

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!



Telemarketing/Telesales


www.myfi shnetmarketing.com • 701-532-0502 List Acquisition, Lead Generation & Telemarketing Services Full-service Inside Sales Provider for Dynamics, Platform & Cloud Partners. Lead qualifi cation & nurture mktg; Partner Acct Mgmt; Partner Recruiting; Event Mgmt; Dedicated Rep Programs; Script dvlpmt; List & Lead Mgt

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Training

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.

Webucator, Inc. www.webucator.com/microsoft/microsoft-dynamics.cfm • 877-932-8228 Dynamics Training Microsoft Dynamics Training - regularly scheduled public classes delivered live online and custom private classes normally delivered at your offi ces. Webucator is a Microsoft Certifi ed Partner for Learning Solutions.

Upgrades


W eb Development

Leading Results

www.LeadingResults.com 888-717-1715 ext. 525

NEW: 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


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.

Coming Soon... A mobile version of The List!

Soon you’ll be able to access The List while on the go to search for products and services to meet your needs!

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