2013 winter - navug magazine

Winter 2013 • www.NAVUG.com

» Technology Trends Bringing People and

Devices Together

» User Member Showcase: POAM

» A Turn to the Cloud

» Tips & Tricks from AJ Ansari, Kerry Rosvold, and Tom Doran

In this Issue:

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AX • GP • SL • NAV

winter 2013

In Every Issue

5 From the Director

6 News

10 Events

11 Welcome to Our New Members

13 Name That Photo Contest

24 Academy Corner

28 Word Find

29 The List, from The Partner Channel

Features

12 User Member Showcase POAM

14 Tips & Tricks

17 A Turn to the Cloud

18 Microsoft Member Showcase Brett Johnson

20 Forum 2012 Review

22 Member In Action Filters Fast

25 VAR Partner Member Showcase Socius

27 ISV Partner Member Showcase Lanham Associates

actionM E M B E R I N

Filters Fast has a natural interest in health and wellness as it advocates cleaner air and water through the sale of fi ltration products. A few years ago, Filters Fast set out to improve the physical health of its employees by bringing a workout to the work day. Rather than start a jogging group or

baseball team, the organization brought in the TrekDesk, an elevated desk that wraps around a treadmill. Employees then walk one to two miles an hour while typing on a computer or talking on the phone, building a workout into their day without leaving their desk.

As Filters Fast started its TrekDesk journey, the massive tsunami of 2011 hit parts of Asia, killing hundreds of thousands of people. Th e horror of watching the tragedy unfold led the Filtersfast.com team to give back in a non-traditional way. “We decided to walk virtually to Japan and raise $1 a mile for relief eff orts,” says Dee Rubina, marketing manager for Filters Fast. “After six weeks of walking, we got from Charlotte, North Carolina, to Atlanta, Georgia. Not quite far enough.” Coming up a few thousand miles short turned out to be the catalyst for something greater.

“We decided on a new initiative and asked our customers, vendors, and local elementary students to donate their walked miles,” says Dee. “We even reached out to TrekDesk and told them about our eff orts, and they sent the information about our mileage program to their customers around the world.” Th at bump in mileage scope, plus the ability for Filters Fast customers to donate a dollar at the end of their order means that more than 50,000 miles were donated in 2012. All of the raised funds go to Wine To Water, a charity that installs wells in 13 diff erent countries and is led by Doc Hendley, a 2009 CNN Hero.

“We call this endeavor Th e W3 Project. It’s a collaborative eff ort between Filters Fast, TrekDesk, and Wine To Water, and the reason we started it was because more children die of water shortage than malaria, AIDS, and war combined,” says Dee. “Th e shortage of water is compounded by access to water, as the average woman and child in third world nations walk fi ve miles to get good water each day. Th at time spent getting water means they’re unable to attend school or work regularly. Walking for them and raising money to install these wells means they don’t have to walk as far themselves.”

In addition to the philanthropic aspect, Dee has experienced a gain linked to the original reason for using the desks – getting active and improving personal health. Before starting her job at Filters Fast, Dee lost 110 pounds. With small children at home and a hectic work and

Would you like to learn more about The W3 Project? Visit www.

fi ltersfast.com/w3 to read more about the mission, donate or

sponsor miles, and see video footage of the project’s endeavors, including

a clip from their time on the cable news show, Fox & Friends. You can also

see Dee in action during her last pregnancy as she interviews a dance

studio that partners with The W3 Project to donate their danced miles.

life schedule, she worried about gaining it back since she’d be sitting at a desk at Filters Fast. Th e TrekDesk proved to be a fantastic solution, and Dee lost another 40 pounds.“Before I lost the 150 pounds, I wasn’t able to motivate myself,” says Dee. “Now I walk about 10 miles a day and, especially because of Th e W3 Project, I’m inspired to move and do things.”

Additionally, Dee shares that the children from the participating elementary schools are also a big motivator. Th rough this project, the children have learned about the global water crisis and want to get involved, donating the miles they walk, run, and dance throughout the year. Microsoft Dynamics NAV, too, has played a part in Th e W3 Project, and not from running miles of scripts. “We process all of our donations through Microsoft Dynamics NAV and give 100 percent of the raised funds to the charity as we cover all the processing costs within our organization,” says Dee. “When people donate a dollar on our website, it goes through Microsoft Dynamics NAV and is separated out and given to the charity.” A simple idea to live a healthier life is now doing good across the world. One mile, one dollar, and one well at a time.

NAVUG

DE

E R

UB

INA

MOVEDto Make a Difference

Winter 2013 23

22 NAVUG Magazine

Magazine

contentsT A B L E O F

Winter 2013 www.NAVUG.com

» Technology Trends Bringing People and

Devices Together

» User Member Showcase: POAM

» A Turn to the Cloud

» Tips & Tricks from AJ Ansari, Kerry Rosvold, and Tom Doran

In this Issue:

Advertiser

Index

ABC Computers, Inc. . . . . . . . .23

Altec . . . . . . . . . . . . . . . . . . . . .26

Beck Consulting. . . . . . . . . . . . 16

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

Malibu Commerce Inc.. . . . . . .21

MetaViewer from Metafi le . . . . .2

Microsoft Convergence . . . . . . 11

Minisoft . . . . . . . . . . . . . . . . . . . 19

T T&TIPS & TRICKS

Three Handy Account Schedule Tips to Get You ThroughI don’t know about your company, but my company is in full budget

preparation mode. We’re working on getting our sales forecast and operating budgets put together in time for year-end. Like most companies, we’re working on this predictive tool while we’re in the midst of fi nishing out the year, so of course, we get to make a few assumptions on how the year will end up. I don’t have a crystal ball, but I do have some pretty great account schedules that help folks at my company get a good solid look at where we ended up last year, what we planned for this year, and how we’ve done over a couple of years, and I’m going to share those three account schedule column layouts with you. Hopefully these simple setups will give you some quick ways to wow your company and make their budget construction process easier.Tip 1: Show 12 months of actual data

We ask our budget managers to give us a 12 month prediction, why shouldn’t we give them 12 months of data to work with? No matter what month you’ve just closed, you can quickly put together an account schedule that shows all of the completed months for the year (in this case, January-September) as well as October/November/December of the prior year. Th is way, if your activity is generally the same year over year, budget managers can get a quick gauge from this setup. Keep in mind this column layout isn’t dynamic, so it’s not a true rolling 12 months. For budgeting purposes, it’ll get you what you need.

Tip 2: Show nine months of actual data and show what the plan is for the last three months of the year

Another way to provide a projection for the year is to show all the completed months for the year (again, January-September) and

then show the budgeted plan for October/November/December. Th is method shows actual activity as well as three months of planned activity in order to project the total for the year. If activity this year is signifi cantly diff erent (higher or lower) from the year prior, you might depend on this view instead.

Tip 3: Show a whole bunch of history at a high level

Especially for sales forecasting, it sometimes gets diffi cult to look at too much data at once. One way to get past data analysis overload is to provide a few years’ worth of annual data. Th is column layout will give four years of data, helping you to compare not only year over year, but also multiple year trending in your data.

All three of these tips should give you a few additional tools to help you make sense of a whole lot of data. Th ey can be applied to almost any row setup you have whether that setup is related to revenue or expenses.Kerry Rosvold is the corporate controller at Augsburg Fortress Publishers.

She started her blog, dynamicsnavfi nancials.com , as a way to give back to the Microsoft Dynamics NAV community. In just six months, the blog has had more than 7,000 views with readership in 95 countries, and has recently been syndicated on the Microsoft Dynamics Community site. Contact Kerry at [email protected] if there is something specifi c you’d like included in the blog.

’Tis the (Budget) Season! by Kerry Rosvold

Tip 2: Show nine months of actual data a d hf the year

Tip 3: Show a whole bunch of history at hi

y year ove

All three of these tips should give yo fot of dat Th

I f you use the Microsoft Dynamics NAV Classic Client, you’ve probably noticed that you can close an open window simply by

hitting the Escape key instead of clicking the X icon. But did you know that you could very easily disable that?In the Classic Client, go to Tools > Options, and change the value of Close Forms on Esc to No.

While you’re in the Options window, take a look at some other options that you can easily change to aff ect Microsoft Dynamics NAV behavior. Th ese may interest even the novice User: » Status Bar: Hide the Status Bar that appears at the bottom of

the Classic Client by setting it to No (the client will need to be restarted before this takes eff ect) » Max. no. of XML records to send: Th e default value is set to 5,000. Th is is the maximum number of records that can be sent to Microsoft Excel or Microsoft Word from Microsoft Dynamics NAV using the built-in Send-to functionality in the Microsoft Dynamics NAV Toolbar. Th is can be changed as needed. Changing this value only aff ects the Classic Client; to learn how this can be changed for the RoleTailored Client in Microsoft Dynamics NAV 2009 R2, read this blog post from the Microsoft Dynamics NAV Team Blog:http://blogs.msdn.com/b/nav/archive/2011/11/22/manage-max-no-of-xml-records-to-send-option-from-role-tailored-client-with-net-interop.aspx

But wait; there’s more!Don’t have your Microsoft Dynamics NAV Shortcut Key Cheat-sheet or keyboard guide handy? Don’t worry about it! Th e Microsoft Dynamics NAV Classic Client will tell you exactly what each F key does on any particular screen or form.For example, go to the Customer Card. Th en click the Help menu that appears in the toolbar on top (no, not the Help button on the card), and select Overview of F Keys. A window opens up that shows you what each F key does. Click on one of them and it will even perform the action for you. (If you click a button, the Overview window will close; you will have to go back to the Help menu and open the Overview window again.)

If you click where it says Shift or Ctrl, it will also show what the F keys do when used in combination with Shift or Ctrl.Note: Apparently, you can get to Overview of F Keys by pressing the Ctrl+Alt+F1 shortcut, but for some reason, it will not work for me (Windows 7 SP1, 64 bit, NAV 2009 R2). AJ Ansari is a Microsoft Dynamics NAV product manager for InterDyn BMI. He can be reached at [email protected]. You can fi nd more tips from AJ and the InterDyn BMI team at http://letstalknav.com.

Neat Little Microsoft Dynamics NAV Tricksby AJ Ansari

o.

While you’

ew window aga

If you click h

Winter 2013 15

14 NAVUG Magazine

www.NAVUG.com

Winter 2013 3

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

Can you believe 2012 is coming to an end? Neither can we!

NAVUG™ is all about connecting Users to share experiences, advice, and lessons

learned. If you made it to NAVUG Forum in Seattle, you saw that fi rsthand. I loved watching

our Users connect with each other and make invaluable contacts.

It has been such a busy year in NAVUG. We’ve had great growth as well as really fantastic

networking among our Users. Highlights of 2012 include:

» NAVUG passed the 1,000 company Member mark, doubling membership from 2010.

» More than 100 new companies joined as Premium Members.

» Th e renewal rate of our Premium Members is more than 85 percent, which really shows

the value our Members are getting out of the User group.

» NAVUG Academy off ered more training classes than ever before – and almost every

single one sold out! Look for more great training classes in 2013.

» We had our Ask the Experts Webinar Series in more areas than ever before: Finance,

Manufacturing, IT, and Developers. Look for more topics in 2013.

» We had our fi rst-ever one-day regional chapter meeting in Waupaca, Wisconsin. Where

is Waupaca? You might need to Bing Map it…but more than 90 Users showed up! Look

for it again in May of 2013.

» We got engaged on Twitter. Are you following @NAVUG? Social media is such a great

way to connect with our Users. Find us at www.twitter.com/navug.

» NAVUG Forum nearly sold out! With more than 340 registered, we almost reached

capacity at the Hyatt in Seattle. And the EXPO Hall? Completely sold out!

» One of our Users, Kerry Rosvold, has become a rock star blogger. If you haven’t seen it

yet, check out the blog at www.dynamicsnavfi nancials.com.

» We began off ering webinars outside of Microsoft Dynamics NAV – and they were a hit.

Our “Using Tablet PCs in Business: Th e Benefi ts, Drawbacks, & Considerations” had

more than 65 attendees. Look for more great sessions like this in 2013.

» We added three new board members: Stacie Bruno, Simms Fishing; Tom Doran, ABC

Computers; and Diane Saeger, Jet Reports.

» And so much more – but the editors said I only have so much space!

I want to thank all our Users and Partners as well as Microsoft for their support of NAVUG.

Th is group wouldn’t be possible without all of you. I love watching the connections created

when Users help each other and Partners lend a hand as subject matter experts.

I am looking forward to an awesome 2013 – and I am glad you will all be along for the ride!

Happy Holidays!

Trish Boccuti

NAVUG Director

director

Refl ecting on

a Great Year

Trish Boccuti

FR

OM

TH

E

Winter 2013 5

news

Microsoft Dynamics NAV Users

Celebrate Giants World Series Victory

Shortly after returning from this year’s spectacular NAVUG™ Forum

that was jam-packed with new, useful, and exciting information,

meaningful training, and plenty of opportunities to network with

fellow Microsoft Dynamics NAV Users and solution providers, our

company was about to experience something truly extraordinary...

Th is is the story of greatness defi ned. Just two years ago in 2010,

more than a half a century (52 years) in waiting, the San Francisco

Giants won the World Series. Emotions ran wild through the streets

of San Francisco and through the veins of every Giants fan. Some

were in total disbelief after so many years of waiting; others were

simply overjoyed. Whatever the emotion, everyone was proud of

their team. Th ey had played many a game that year and came out

victorious. But winning the World Series is never a sure thing. With

every Giants fan hoping and praying for another victorious end, the

2011 season came to an end with plenty of games played well, but not

well enough for another World Series title. Th e diehard fans simply

readjusted their aim toward 2012, and so did their team. As they say,

“Th e rest is history!”

October 31, 2012, was a day to remember. Fans put on their orange

and black colors not only to celebrate Halloween, but also

to celebrate something very, very sweet and special. San

Francisco’s Market Street began fi lling up with proud fans

before the crack of dawn. Th e trains and buses were packed.

Th e bridges and highways were in sheer gridlock. Every

Giants fan from everywhere wanted to participate in the

World Series Championship 2012 victory parade. By the

time the parade was to commence at the bottom of Market

Street at 11 a.m. en route to City Hall, a record one million

spectator-fans had amassed to show their appreciation for

the Giants’ second World Series win in just three years.

With more than 178 games played in eight months, two epic

postseason comebacks that truly stirred up the fan base,

and a winning sweep against the Detroit Tigers in a battle

to earn the prestigious title of World Series champions

with a 4-3, 10-inning victory for a second time, the win

was no easy task for the team or its fans. Otis McAllister’s

employees were hard at work attending every home game

and cheering their team on toward success. With each

game came the hope and anticipation of a repeat of the

2010 season. Fans not only cheered their team on, they

wore their jerseys, posted signs attesting to their support,

and hung banners and pennants throughout the offi ce. At

Otis McAllister, we believe that it was our dedicated, diehard support

that helped contribute to the Giants’ success – or at least we’d like

to think so. Needless to say, we are so looking forward to the 2013

season...Go Giants!

Community News

INF

O

Otis McAllister, Inc.

Otis McAllister, Inc. (www.otismcallister.com) is a global leader in the international trade of food and beverages,

and a top innovator of nutritious food products that provides its global customers the widest breadth of sources

for high-quality foods, beverages, and food ingredients through its vast network of business relationships that

date back as far as 1892, the year the company established its roots in San Francisco. Otis McAllister, Inc.

deployed Microsoft Dynamics NAV in 2008 with the aid of Microsoft Gold Partner Beck Consulting (www.

beckconsulting.com).

by James Everett Kochheiser, CIO, Otis McAllister, Inc.

CEO and Chairman Royce Nicolaisen with his fellow diehard Giants fans

(aka “NAV Power Users”)

6 NAVUG Magazine

B2B CFO, the nation’s largest provider of CFO services, was

named to the prestigious Inc. 5000 list of fastest growing companies

in America for the third consecutive year. Th e annual ranking by Inc.

Magazine judges US-based and privately held companies by their

revenue growth. Th is year’s list was ranked on the percentage in

revenue increase from 2008 through 2011. B2B CFO’s 111 percent

growth over the three-year time period earned the position on Inc.’s

2012 list. Together, B2B CFO Partners work with more than 600

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

billion. Visit www.b2bcfo.com/ for more info.

Bradshaw recently decided to measure its customers’

experience but in a very simple and easy way by using the Net

Promoter System method. Th e basic theory is to ask only one

question from the customer: “What is the likelihood that you would

recommend Bradshaw to a friend or colleague?” Bradshaw added one

more question by asking responders, “What is the primary reason for

your response?”

Bradshaw tallied the responses and is happy to say that its overall

customer Net Promoter Score is a solid 67. Th e rule of thumb is that

any score over zero is good, and any score over 50 is excellent, so

Bradshaw is very proud and appreciative for its score. Its mission to

make customers smile is in full swing!

Bri-Chem Corp is pleased to announce that CEO Don Caron

was recently awarded the Ernst & Young Prairies 2012 Entrepreneur

of the Year Award in the publicly-traded energy sector. According

to the October 29 edition of the National Post, “Ernst & Young

Entrepreneur of the Year recognizes the spirit and contribution of

entrepreneurs here and around the world. Th e Canadian program is in

its 19th year of honoring the country’s most impressive entrepreneurs

from all areas of business. Award winners are chosen based on

a number of factors, including their vision, leadership, fi nancial

performance, and social responsibility.” Bri-Chem is a publicly

traded organization located in Edmonton, Alberta with a reputation

as a leading distributor, blender, and manufacturer of drilling fl uids

and steel pipe.

FARO Technologies, Inc., the world’s most trusted

source for 3D measurement technology, recently announced the

Vantage, a true laser tracker that combines disruptive new features

and a supremely portable design. Enhancements like SmartFind,

Multiview, and integrated Wi-Fi® expedite measurement routines

for unprecedented speed and effi ciency. Dramatic reductions in size

and weight make the device so portable; it can simply be carried on

board an airplane and stored in an overhead bin. “Th e Vantage is a

revolution,” said Ken Steff ey, director of product management for the

FARO Laser Tracker. “Th is device, and its combination of features,

accuracy, and portability, is unlike anything this industry has seen.

Th e Vantage will be the standard for laser trackers going forward.”

Although the Vantage is 25 percent smaller and 28 percent lighter

than its predecessor, FARO has included new in-line optic systems

that actually improve long-range measurement by 45 percent to

up to 80 meters (160m diameter). Integrated Wi-Fi eliminates

tethering to laptops. Th e result is a portable tracker that captures

more measurements with fewer device moves, and shorter routines,

than ever before. Along with standard shipping cases, the Vantage is

packaged with an all-new backpack and roller board so that it can be

transported anywhere, anytime, quickly and conveniently.

Th e SEG Series 5-15 horsepower rotary screw air compressor

product line from FS-Curtis has been successfully installed in

diverse compressed air applications around the world for more than

a year and is now available in North America. Ideal in applications

that require a quiet environment and superior air quality, the SEG

5-15 is just the latest addition to the FS-Curtis family of products. FS-

Curtis, headquartered in St. Louis, Missouri, is a worldwide provider

of compressed air solutions. A company history that dates back more

than 150 years is a company history that, to FS-Curtis, is just the

beginning. FS-Curtis is committed to off ering a world-class portfolio

of products. Th rough the dependability of its people and its quality-

focused manufacturing, FS-Curtis will continue to be the most

trusted and dependable name in compressed air serving even more

markets through its ever-growing global presence.

GCH International, with offi ces in Louisville, Kentucky,

and Fleet, Hampshire, England, is pleased to announce the addition

of two people to its sales development team.

Pat Kehoe, a civil engineer, joins the GCH team with 15 years of

experience in engineering and project management. His most recent

experience was with Louisville Gas and Electric. Pat’s focus is on

custom fabrication assemblies and metal buildings.

James Chaney, a recent graduate of Bellarmine University in

Louisville, joins the GCH team in an entry-level sales development

role. He currently is working on his MBA at Bellarmine.

GCH is pleased to announce that it was selected as a 2012

Business First Fast 50 fi nalist. Placing 18th in a list of the fastest-

growing companies in the region is a testament to the commitment

Winter 2013 7

news

and dedication of the entire GCH team. “Making the list was a huge

accomplishment, and one our team is proud of, especially being a

manufacturer in this diffi cult economic environment,” said Curt

Richards, CEO of GCH.

Gourmet Trading Company, North American

distributor of fresh asparagus, blueberries and blackberries, is

promoting new and exciting products for foodies and families with

children this holiday season: tri-color asparagus along with its Green

Giant® fresh blueberries and bagged asparagus featuring Box Tops for

Education®.

For culinary enthusiasts, Gourmet Trading Company off ers Tri-

Color Asparagus for retail and foodservice until mid-December.

For foodservice customers, the company off ers an 11-pound box

featuring four bunches of green asparagus, four bunches of white

asparagus, and three bunches of purple asparagus. “Th is gives

chefs the opportunity to try something diff erent during fall and the

holidays,” stated Brian Miller, Gourmet Trading Company president.

Th e company also off ers a tri-color asparagus pack for retailers

featuring a one-pound bag of green, white, and purple asparagus.

“Th is pack helps lift asparagus sales during the holidays by creating

a dynamic display enticing consumers to purchase all three colors

of asparagus,” stated Julia Inestroza, Gourmet Trading Company

marketing director.

Industrial Revolution recently moved its company

headquarters to a new and larger facility outside Seattle, Washington.

Industrial Revolution has added several new brands to its

manufacturing and distributing operations in the past year and as a

result of the expansion will be hiring several new employees in the

coming months.

Founded in 2004 when President Keith Jackson purchased the

company’s fi rst brand, UCO, Industrial Revolution has expanded

from two brands to seven, and revenues have increased by more than

700 percent. Revenues for 2012 are projected to reach more than

$9 million. Industrial Revolution’s growth has earned the company

numerous accolades this year: Th e Puget Sound Business Journal has

named Industrial Revolution one of the 50 Eastside Fastest-Growing

Private Companies, and the company earned a ranking in the 2012

Inc. 5000 list of the fastest growing companies in America.

Insulation Fabricators, Inc. is committed to

creating a deeper partnership with its insulation customers. Th at

is why the company recently made a series of investments to make

working with them more convenient and customers’ business more

profi table.

Th rough its new and improved website (www.insulationfabricators.

com), IFI is answering the call to provide customers with the most

useful and up-to-date information.

Th e website features an extensive listing of material safety data

sheets (MSDS) as well as product data sheets to make it easier for

customers to better address each of their fabricated or stocked

insulation needs. Customers can also place an insulation order

directly through our site.

IFI is also excited to announce the launch of its new blog, “Th e

Wrap on Pipe Insulation,” which will keep customers up-to-date on

industry trends, product information, and other relevant industry

news.

After more than 18 months of research, creative, and strategic

brand development, Mastronardi Produce unveiled its

new Inspired By Flavor™ brand creative at the PMA Fresh Summit in

Anaheim, California in late October.

“Th e evolution of our SUNSET® brand is an exciting time for us as

we continue to grow both nationally and internationally,” said Chris

Veillon, director of marketing. Visitors to Mastronardi’s PMA Booth

immediately noticed the new high-impact graphics on all labels,

boxes, bags, and related packaging.

As part of the evolution of the SUNSET® brand, consumers will

immediately notice how the SUNSET® logo has evolved. An overall

smoother design combined with its signature orange, blue, and green

colors, will give a much stronger position to the brand. Strategically

placed on new label die-lines that now include specifi c varietal

nutritional information, the SUNSET® logo complements high-

impact graphics that defi ne the Signature, Gourmet, and Organic

product lines.

Mitsubishi Imaging is looking forward to upgrading from

Microsoft Dynamics NAV 5.0 to Microsoft Dynamics NAV 2009

R2. Th e upgrade will prepare the way for an e-ecommerce/B2B

implementation scheduled for Q4, 2013.

Salted caramel had its start in upscale bakeries as a French-inspired

confection fl avor. It has recently gained popularity in cupcakes,

ice cream, and snacks. And now, Monin Gourmet

Flavorings is introducing the fl avor to its premium syrup line

for beverages.

Monin Salted Caramel Syrup combines the indulgence of

8 NAVUG Magazine

caramel with a light, smooth salt accent in a fl avor that is versatile

in countless applications from specialty coff ee beverages to cocoas,

shakes, cocktails, and more. Made with select ingredients and pure

cane sugar, Monin Salted Caramel Syrup is a highly concentrated,

authentic fl avoring off ering exceptional versatility for creating

memorable beverages.

PetroSkills, the world’s leading provider of learning and

development solutions for the oil and gas industry, added a new

course delivery model for training. Th rough PetroFlex course delivery,

participants can participate in live, instructor-led classroom training

in Houston or London, from any location. PetroFlex participants can

interact with the instructor and classmates in real-time as if they

were in the classroom, without the time and logistics of travelling.

PetroSkills will off er more than 100 sessions through PetroFlex in

2013, in addition to more than 900 public sessions scheduled across

the globe.

REM Eyewear is delighted to introduce the latest additions to

the Tumi Traverso collection for fall 2012.

Th e sunglass models within the Tumi Traverso Collection are

named after famous bridges around the world, refl ecting the core

structural concept of the collection. Traverso literally means “to

traverse” or cross over. All of the sunglasses in the collection are

engineered for performance, fi t, and function, employing the latest

technology and materials.

Renowned lens manufacturer Carl Zeiss Vision has developed a

new polarized lens exclusively for the Tumi sun collection, TUMI

ZR3™. Th is CR-39 polarized lens off ers superior optical and visual

performance while delivering outstanding sun protection and glare

reduction. Tumi ZR3™ is a triple-coated Zeiss lens that allows dirt,

water (hydrophobic), oil, and dust to slip off the surface of the lens,

reinforcing Tumi’s commitment to infusing the highest level of

quality into all of its products.

Kevin Fons from Saris Cycling has been promoted to

director of business systems and has shed his old dual role of materials

manager. Th is will allow him to focus solely on business applications

and processes to make Saris Cycling Group more effi cient and

competitive.

Some of the projects he has in process include moving the regional

salespeople off iPads and onto Windows 8 tablets to allow for shop

visit updates and contact management to be imported directly into

Microsoft Dynamics NAV; researching and implementing a business

intelligence system; research of Lanham Advanced Forecasting and

Planning; and implementing the Role Tailored Client and many other

improvement projects.

Seventh Generation, the nation’s number one brand

of non-toxic household and personal care products, and active

NAVUG™ Member, has reached a historic social media milestone: It

was offi cially “liked” on Facebook by its one millionth fan.

To commemorate reaching a million “likes” and to express its

appreciation to everyone who made this monster of a moment

possible, the company celebrated in monster style: A special online

thank-you video posted to its Facebook page that shows its one

million friends how to recycle Seventh Generation packaging into

their very own one-of-a-kind DIY box monsters.

TalkingRain Beverage Company’s Sparkling ICE®

was recently named “Best Sparkling Beverage” at the InterBev Awards

2012. Specifi cally the accolade belongs to TalkingRain’s zero-calorie,

Coconut Pineapple fl avored Sparkling ICE.

Th e InterBev Awards 2012 attracted more than 170 entries from

15 countries in 30 categories across innovation, creativity, packaging,

fl avor, functionality, and marketing.

“Th is year has been one of impressive growth for the Sparkling ICE

brand, and it is an honor to be recognized by our peers at InterBev,

the benchmark for the beverage industry,” said Kevin Klock, president

of TalkingRain Beverage Co. “We have dedicated extensive time and

resources to consumer research, product, and fl avor development as

well as branding surrounding Sparkling ICE, so the honor of ‘Best

Sparkling Beverage’ is tremendously rewarding for our entire team.”

Everyone at The Other Guys (TOG) is very excited about

its spirits division – 35 Maple Street – and its growing lineup of fi nely

crafted liquors. In 2011 the company introduced Masterson’s Straight

Rye Whiskey, which won the prestigious “Connoisseur’s Export

Whisky of the Year” at the 2011 Canadian Whisky Awards.

In 2012, the company released Uncle Val’s Botanical Gin. Uncle

Val’s is named after TOG President August Sebastiani’s uncle, Valerio

Cecchetti, who is a physician in Lucca, Italy. Th e botanicals selected for

this unique gin – lemon, juniper, cucumber, sage, and lavender – are the

same as those Uncle Val grows in his home garden and likes to use in

his cooking. (Editor’s note: Trish Boccuti gives the gin two thumbs up!)

Th e company will soon introduce its third spirits release, Kirk &

Sweeney Rum.

Winter 2013 9

newsTillamook County Creamery Association

(TCCA), a farmer-owned dairy co-op, was recognized among a

select group of Oregon companies for its commitment to community

giving at the Portland Business Journal’s annual Corporate

Philanthropy Awards. TCCA received one of three “Innovation

in Philanthropy” awards which recognize unique partnerships

between companies and non-profi t organizations. In TCCA’s case,

the recognition was for its ice cream booth partnership with the

Tillamook County 4-H Leaders Association at the Tillamook County

Fair. As part of the partnership, TCCA employees and co-op members

work together with 4-H youth and parent volunteers to scoop and

serve Tillamook ice cream for fairgoers. Th rough the company’s

overall giving program, TCCA donates hundreds of thousands of

dollars in cash and dairy products each year, giving back to numerous

community organizations that focus on youth development, hunger

relief, and agriculture community building. Accepting the award for

TCCA was President and CEO Patrick Criteser, who recently joined

the organization following the retirement of its previous president.

Criteser has broad experience in management and growing

companies, having previously worked at Coff ee Bean International,

Nike, Disney, and Procter & Gamble. TCCA also continued its long

tradition of producing award-winning cheese by capturing fi rst place

in the colby category at the 2012 American Cheese Society conference

and cheese competition. NAVUG

eventsUpcoming Webinars

JANUARY 8 – Microsoft Excel Tips and Tricks

JANUARY 9 – Forum Encore:

Top 10 Microsoft Dynamics NAV Error Messages

JANUARY 10 – Compliance in Microsoft Dynamics NAV -

What You Need to Know Before the Auditors Ask

JANUARY 15 – Tips and Tricks - Troubleshooting Connection

and Authentication Issues

JANUARY 24 – How to Manage Microsoft Dynamics NAV

Permissions & Security

JANUARY 30 – Microsoft Dynamics NAV 2013 Series:

Introduction to ODATA Web Services: How to Easily Publish

Your NAV Data to the Outside World

FEBRUARY 5 – Integrating Microsoft Dynamics NAV

with SharePoint

FEBRUARY 7 - How Can Microsoft Dynamics NAV Manage

My Fixed Assets?

FEBRUARY 12 - Datahaven for Microsoft Dynamics:

Embedded Scanning, OCR, and Workfl ow for the Microsoft

Dynamics NAV Platform

FEBRUARY 20 – How to Implement a Business Intelligence

(BI) Strategy

Upcoming Regional

Chapter Meetings

JANUARY 23 – Midwest Regional Chapter Meeting –

Milwaukee, WI

JANUARY 30 – Rome, Italy

We have several upcoming webinars and training classes.

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

10 NAVUG Magazine

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

When you listen to your iPod, do you use the headphones that came with it? Or are you a music lover who

likes “an experience” when you listen to music? If you are the latter, you need to check out one of our newest

NAVUG™ Members – SOL REPUBLIC.

SOL REPUBLIC is comprised of music fanatics who develop products from the ground up to make

headphones that look, sound, and feel unlike anything else in the market. More than just a headphone

company, SOL REPUBLIC celebrates the people who make music, love music, and are devoted to music.

SOL REPUBLIC sent two Users to NAVUG Forum. “As new Users of Microsoft Dynamics NAV, Melodee

Bray, our controller, and I have so much to learn about the system and the User community. We were

thrilled that NAVUG Forum was in Seattle this year so we could make the quick trip up from Portland. We

feel that we got so much out of the conference that we have already signed up for NAVUG Forum 2013. See

you next year!” said Angie Gibson, fi nance manager for SOL REPUBLIC.

SOL REPUBLIC and other recent new Users have moved NAVUG over the 1,000 Member mark in 2012!

Attend Convergence 2013:t k y

Mic

t

k

Register today!

www.microsoft.com/dynamics/convergence/

A

Microsoft

Winter 2013 11

When Lynn Singer joined the Police Officers Association of Michigan (POAM) as a part-time bookkeeper

in 1985, the accounting field was supported by three primary tools: paper, pens, and adding machines.

“We had about 1,500 members at the time, and we used a ‘one-write’ accounting system,” she says. “All of it was manual. I had to bill all 1,500 members by hand and manually total columns of figures to post to the handwritten general ledger. I handwrote about 150 checks each month and then had to total columns of numbers again to create a journal entry.”

When Singer asked the previous bookkeeper about automating the accounting, she was told that it wouldn’t be possible to use a computer system because the association was too unique. “I did not accept that answer,” Singer recalls today. “I’d come out of a manufacturing background, so I approached our billing with that mindset, and after a lot of research, I found SBT software and set out to customize our billing while using the canned part of the AP package.”

While a lot has changed since then – including the rise of Microsoft Dynamics NAV – one of the things that has remained constant at POAM is Singer’s refusal to take “no” for an answer. She is now the controller for POAM, which has evolved into a labor organization for more than 10,000 public sector employees. It has annual sales of $5 million and 23 employees, most of whom Singer says have no accounting background and little computer experience.

That makes the ease with which Microsoft Dynamics NAV can be used a key benefit. But equally important, says Singer, is the solution’s ability to accommodate growth.

Recently, in response to the 290 new members from a remote part of the state – the Upper Peninsula or, in local parlance, the UP – POAM added an employee there as well. Microsoft Dynamics NAV, says Singer, makes it possible for the new employee and the new members to connect to the overall organization online. She’s preparing for growth from other parts of the state as well. “There are about 25,000 law enforcement professionals in the state of Michigan, so we do have room to grow,” she says. “That’s one of the things I like about Microsoft Dynamics NAV: It can grow with us.”

Also important to Singer is the solution’s ability to help her strike a balance. “Most of my work has to be low tech for inside reports and Users, but high tech for my auditors and outside agencies,” she says. “In addition, my budget is very small. Microsoft Dynamics NAV has been great for meeting those demands under my financial constraints.”

To gain an even deeper level of benefits, two years ago Singer joined the Microsoft Dynamics NAV User Group, and last year, in Las Vegas, she attended her first national NAVUG gathering. “I left overwhelmed from all the information I had, but in a good way,” she says. “This year, when I went to Seattle, I had a better handle on what to expect.” Specific knowledge she brought back to Michigan with her includes learning to create budgets and use the fixed asset functionality, ideas for various projects she’s working on, including ACH payments and payroll issues, and, most exciting to Singer personally, figuring out how to lock people out of GL and forbid them from posting to years that are already closed.

What does she hope to learn next year? She’s not sure, but whatever it is, she’s looking forward to it. “I cannot wait for Tampa,” she says. NAVUG

showcaseu s e r m e m b e rPolice Officers Association of Michigan

CompanyPolice Officers Association

of Michigan (POAM)

HeadquartersRedford, Michigan

IntervIewee

Lynn Singer

emaIl [email protected]

websIte www.poam.net

establIsHed Established as a social

organization in the 1960s; became full-service in 1978

number of employees

23

mICrosoft dynamICs nav user sInCe

1998

number of usersSeven daily Users;

23 occasional Users

navuG™ member sInCe

2010

I Did Not Accept that Answer

12 NAVUG Magazine

Are they discussing the unique properties of bottled water or just noticing it’s not another cold beverage? What would you name this photo? Simply email your submission to [email protected]. The winner’s submission will be printed in the magazine’s next issue.

contestNAMe ThAT PhOTO

re

su

lts

Congratulations! Congrats to larry Jones of the Visual Pak ComPanies for winning last quarter’s contest with his submission of “So tell me Norbert, if you had rode alpaca from Milwaukee to Waupaca, how far would it walka?” Larry – your prize is in the mail!

Winter 2013 13

T T&tips & tricks

If you use the Microsoft Dynamics NAV Classic Client, you’ve probably noticed that you can close an open window simply by

hitting the Escape key instead of clicking the X icon. But did you know that you could very easily disable that?

In the Classic Client, go to Tools > Options, and change the value of Close Forms on Esc to No.

While you’re in the Options window, take a look at some other options that you can easily change to affect Microsoft Dynamics NAV behavior. These may interest even the novice User:

» Status Bar: Hide the Status Bar that appears at the bottom of the Classic Client by setting it to No (the client will need to be restarted before this takes effect).

» Max. no. of XML records to send: The default value is set to 5,000. This is the maximum number of records that can be sent to Microsoft Excel or Microsoft Word from Microsoft Dynamics NAV using the built-in Send-to functionality in the Microsoft Dynamics NAV Toolbar. This can be changed as needed. Changing this value only affects the Classic Client; to learn how this can be changed for the RoleTailored Client in Microsoft Dynamics NAV 2009 R2, read this blog post from the Microsoft Dynamics NAV Team Blog: http://blogs.msdn.com/b/nav/archive/2011/11/22/manage-max-no-of-xml-records-to-send-option-from-role-tailored-client-with-net-interop.aspx

But wait; there’s more!Don’t have your Microsoft Dynamics NAV Shortcut Key Cheat-

sheet or keyboard guide handy? Don’t worry about it! The Microsoft Dynamics NAV Classic Client will tell you exactly what each F key does on any particular screen or form.

For example, go to the Customer Card. Then click the Help menu that appears in the toolbar on top (no, not the Help button on the card), and select Overview of F Keys. A window opens up that shows you what each F key does. Click on one of them and it will even perform the action for you. (If you click a button, the Overview window will close; you will have to go back to the Help menu and open the Overview window again.)

If you click where it says Shift or Ctrl, it will also show what the F keys do when used in combination with Shift or Ctrl.Note: Apparently, you can get to Overview of F Keys by

pressing the Ctrl+Alt+F1 shortcut, but for some reason, it will not work for me (Windows 7 SP1, 64 bit, NAV 2009 R2).

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

Neat Little Microsoft Dynamics NAV Tricksby AJ Ansari

Neat Little Microsoft Dynamics NAV Tricks

by AJ Ansari

If you use the Microsoft Dynamics NAV Classic Client, you’ve probably noticed that you can close an open window simply by hitting the Escape key instead of clicking the X icon. But did you know that you could very easily disable that?

In the Classic Client, go to Tools > Options, and change the value of Close Forms on Esc to No.

While you’re in the Options window, take a look at some other options that you can easily change to affect Microsoft Dynamics NAV behavior. These may interest even the novice User:

Status Bar: Hide the Status Bar that appears at the bottom of the Classic Client by setting it to No (the client will need to be restarted before this takes effect)

Max. no. of XML records to send: The default value is set to 5,000. This is the maximum number of records that can be sent to Microsoft Excel or Microsoft Word from Microsoft Dynamics NAV using the built-in Send-to functionality in the Microsoft Dynamics NAV Toolbar. This can be changed as needed. Changing this value only affects the Classic Client; to learn how this can be changed for the RoleTailored Client in Microsoft Dynamics NAV 2009 R2, read this blog post from the Microsoft Dynamics NAV Team Blog: http://blogs.msdn.com/b/nav/archive/2011/11/22/manage-max-

no-of-xml-records-to-send-option-from-role-tailored-client-with-net-interop.aspx

But wait; there’s more!

Don’t have your Microsoft Dynamics NAV Shortcut Key Cheat-sheet or keyboard guide handy? Don’t worry about it! The Microsoft Dynamics NAV Classic Client will tell you exactly what each F key does on any particular screen or form.

For example, go to the Customer Card. Then click the Help menu that appears in the toolbar on top (no, not the Help button on the card), and select Overview of F Keys. A window opens up that shows you what each F key does. Click on one of them and it will even perform the action for you. (If you click a button, the Overview window will close; you will have to go back to the Help menu and open the Overview window again.)

If you click where it says Shift or Ctrl, it will also show what the F keys do when used in combination with Shift or Ctrl.

Note: Apparently, you can get to Overview of F Keys by pressing the Ctrl+Alt+F1 shortcut, but for some reason, it will not work for me (Windows 7 SP1, 64 bit, NAV 2009 R2).

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

14 NAVUG Magazine

Three Handy Account Schedule Tips to Get You Through

I don’t know about your company, but my company is in full budget preparation mode. We’re working on getting our sales forecast

and operating budgets put together in time for year-end. Like most companies, we’re working on this predictive tool while we’re in the midst of finishing out the year, so of course, we get to make a few assumptions on how the year will end up. I don’t have a crystal ball, but I do have some pretty great account schedules that help folks at my company get a good solid look at where we ended up last year, what we planned for this year, and how we’ve done over a couple of years, and I’m going to share those three account schedule column layouts with you. Hopefully these simple setups will give you some quick ways to wow your company and make their budget construction process easier.

Tip 1: Show 12 months of actual data

We ask our budget managers to give us a 12-month prediction, why shouldn’t we give them 12 months of data to work with? No matter what month you’ve just closed, you can quickly put together an account schedule that shows all of the completed months for the year (in this case, January-September) as well as October/November/December of the prior year. This way, if your activity is generally the same year over year, budget managers can get a quick gauge from this setup. Keep in mind this column layout isn’t dynamic, so it’s not a true rolling 12 months. For budgeting purposes, it’ll get you what you need.


Another way to provide a projection for the year is to show all the completed months for the year (again, January-September) and

then show the budgeted plan for October/November/December. This method shows actual activity as well as three months of planned activity in order to project the total for the year. If activity this year is significantly different (higher or lower) from the year prior, you might depend on this view instead.


Especially for sales forecasting, it sometimes gets difficult to look at too much data at once. One way to get past data analysis overload is to provide a few years’ worth of annual data. This column layout will give four years of data, helping you to compare not only year over year, but also multiple year trending in your data.

All three of these tips should give you a few additional tools to help you make sense of a whole lot of data. They can be applied to almost any row setup you have whether that setup is related to revenue or expenses.

Kerry Rosvold is the corporate controller at Augsburg Fortress Publishers. She started her blog, dynamicsnavfinancials.com, as a way to give back to the Microsoft Dynamics NAV community. In just six months, the blog has had more than 7,000 views with readership in 95 countries, and has recently been syndicated on the Microsoft Dynamics Community site. Contact Kerry at [email protected] if there is something specific you’d like included in the blog.

’Tis the (Budget) Season!

by Kerry Rosvold


Another way to provide a projection for the year is to show all the completed months for the year (again, January-September) and then show the budgeted plan for October/November/December. This method shows actual activity as well as three months of planned activity in order to project the total for the year. If activity this year is significantly different (higher or lower) from the year prior, you might depend on this view instead.




Kerry Rosvold is the corporate controller at Augsburg Fortress Publishers. She started her blog, dynamicsnavfinancials.com , as a way to give back to the Microsoft Dynamics NAV community. In just six

months, the blog has had more than 7,000 views with readership in 95 countries, and has recently been




Kerry Rosvold is the corporate controller at Augsburg Fortress Publishers. She started her blog, dynamicsnavfinancials.com , as a way to give back to the Microsoft Dynamics NAV community. In just six

months, the blog has had more than 7,000 views with readership in 95 countries, and has recently been

Winter 2013 15

Are you tired of trying to highlight or clear a value so you can replace the contents of that field? If so, try this surefire way to

replace the entire contents of the field in one quick click. » Click on the field’s Label Name (click where the red arrow is

displayed). Note how the entire field automatically highlights? » Now type your desired data in the field replaced when you

type. NAVUG

One Click to Highlight or Clear a Value in a Field in Microsoft Dynamics NAVby Tom Doran

syndicated on the Microsoft Dynamics Community site. Contact Kerry at [email protected] if there is something specific you’d like included in the blog.

One Click to Highlight or Clear a Value in a Field in Microsoft Dynamics NAV by Tom Doran

Are you tired of trying to highlight or clear a value so you can replace the contents of that field? If so, try this surefire way to replace the entire contents of the field in one quick click.

1. Click on the field’s Label Name (click where the red arrow is displayed). Note how the entire field automatically highlights?

2. Now type your desired data in the field replaced when you type.

Tom Doran is a sales manager at ABC Computers, Inc. He can be reached at Tdoran@abc-‐

computers.com. You can find more tips from Tom and the ABC Computers team at www.abc-computers.com/free-resources/nav-tips-tricks.

T T&tips & tricks

Tom Doran is a sales manager at ABC Computers, Inc. He can be reached at [email protected]. You can find more tips from Tom and the ABC Computers team at www.abc-computers.com/free-resources/nav-tips-tricks.

16 NAVUG Magazine

CloudaturntotheNAVUG™ chatted with Greg Pierce, vice president of Tribridge’s Concerto Cloud Services, who has 12 years of cloud experience. Since Greg has been working in the cloud before it was cool, or even called “the cloud” for that matter, we thought he’d be a great person to share the top reasons for moving your business to an online scenario. Here they are, in no particular order.

Change the Way You SpendMoving to the cloud changes your IT dollars from capital to operational expenditures where the costs go down over time.

The Power is Shifting “One of the most interesting things to me right now is who makes the cloud decision in an organization. It’s something that’s traditionally been handled by IT, but it’s morphing. I continue to see differences there and predict a switch in that decision making to the business group.” Just don’t tell them yet.

Go Ahead, Change Your Package “87 percent of computer resources in data centers are unused. Use it when you need it, then scale back down.” When you implement on-premise, you have to purchase software and hardware for peak capacity. Flexibility allows you to change up your plan based on your needs. You’d do it with your cell phone bill, why not with your business?

Benefit Without Investment You get to use the cloud without having to pay for what it cost to create that infrastructure. You get enterprise-level support for what could be a small business budget. NAVUG

Put Experts Where They Belong Have far too many people on your team become the IT guy? It’s difficult to be experts in all areas, and moving to the cloud enables your team to focus on their actual day jobs. “You get to focus on your business and put your experts in charge of what they do best.”

Cloud-based ERP with Somebody who “Gets” it“Even in a fairly savvy IT department, it’s difficult to have a team that understands ERP packages. The ability to have Microsoft Dynamics NAV in the cloud with application support and underlying platform support is a big deal.” You also have the ability to control your data – who can see it, who can change it, and how secure it really is.

illustration Dave Swang

Let Somebody Else Worry About Up-TimeMicrosoft and Hosting Partners offer 24/7 access with what seems like 99.9999999 percent up-time. “24/7 support only works when you don’t have problems. Most companies don’t have the resources to support that type of up time, and having your applications in the cloud allows you to support that type of availability.”

Don’t Compromise Your Systems “Somewhere around 20 percent of IT managers allow unmanaged devices on their networks, while 83 percent of Users say they bring an unmanaged device in and use it.” Are you equipped to handle the downfall when Jared from accounting’s tablet comes to the office?

Winter 2013 17

showcaseshowcaseMICROSOFT MEMBER

TM

TMNAV

Brett Johnson has

been with Microsoft

for 12 years and

has spent fi ve of

those years on the

Microsoft Dynamics NAV team as

a project manager for the research

and development (R&D) team,

focusing on Partner and Customer

programs. His fi rst endeavor

was bringing the Technology

Adoption Program (TAP), a

standard for Microsoft, to his

team for the pre-launch review

of Microsoft Dynamics NAV 2009. Brett and his team recently

completed the TAP for Microsoft Dynamics NAV 2013, bringing 13

Customers across the world live with the product. We sat down with

Brett to talk about Partner and Customer programs, including the

NAV Customer Council, his newest project.

NAVUG™: Has the TAP program been a benefi cial addition to

your team’s product feedback activities?

Brett Johnson (BJ): Yes, it has really benefi ted the product, Customers,

and Partners. Th e TAP has expanded in the role of Customers and

Partners, and its contribution to the development eff ort is to bring

their input into the product so we can be sure that what we produce in

each release is what our Customers and Partners want.

Th e TAP and beta programs have also brought forth hundreds

of really important fi xes. Our early adopters share what they’ve

experienced, and we can then fi x those issues.

NAVUG: In addition to TAP, how do you gather that feedback?

BJ: We also gather feedback from our beta programs, which are

broader than TAP. TAP is very narrow in focus, looking for bugs and

obstacles to going live with the product. It’s very technical and specifi c

to getting the Customer live. We also get feedback from the Connect

tool (connect.microsoft.com) and events such as NAVUG Forum

through Conduit Sessions and meetings with Users and Partners.

JohnsonBRETT

PROGRAM MANAGER

Right now we’re working on a program called the Agile Customer

Engagement Initiative (ACE), which will help us in getting Customer

feedback earlier in the development cycle and making sure it’s more

specifi c than feedback we’ve received in the past. ACE is also an

opportunity for Customers who want to give give targeted feedback

but don’t want to be in the TAP program or in a beta program.

NAVUG: You just launched the NAV Customer Council. What

can you tell us about this new board?

BJ: Th is idea started at NAVUG Forum from talking with Customers

and Trish (Boccuti). We wanted a way for interested Customers to

give us a little information about themselves so the R&D team can

reach out to people based on their roles and how they use Microsoft

Dynamics NAV.

Th e goal is to build a rolodex of people who are interested in talking

with the R&D team and answering questions from the very general

“what’s it like to do your job” to the very specifi c “we’ve developed

this new feature, can you click on this link to test it and tell us what

you think.”

NAVUG: Have you had a good response to the program thus far?

BJ: So far it’s been a good response. We just announced it during

NAVUG Forum, so we’re only a few months in. Our team has been

contacting Customers in Denmark for a while now, so it will be good

to have some User contacts in the U.S. as well.

NAVUG: What would be a big win for you with the NAV Customer

Council?

BJ: Having ongoing engagement with Users, not only for this release,

but also for future releases. I’d like for us to get to know Customers

and have them reach out with questions. On a technical note, we’re

focused on adding SMB-type features and functionality to the next

release of Microsoft Dynamics NAV, making it easier to use out of the

box with less need for customization. Having this ongoing dialogue

will help us ensure we have the right features and deployment

experience for Customers who want to work with Microsoft

Dynamics NAV themselves.

NAVUG: How can a User join the Council?

BJ: A link to an interest form is available on the NAVUG website at

www.navug.com/member-resources/nav-customer-council. Interested

Users can sign up there, and then we’ll get that information to our R&D

team so the engagement between both parties can begin. Th e goal is

to make this easy and not a huge time commitment, but still a valuable

experience.

Th is is a fun community to work with because there are so many

people that have had success with Microsoft Dynamics NAV. I like

seeing how our product does well within their businesses and how Users

take on challenges and growing their businesses. Microsoft Dynamics

NAV is a well-loved product amongst Users and Partners, and we’ve

built an enthusiastic community in NAVUG and at large. NAVUG

BR

ET

T J

OH

NS

ON

of Microsoft Dynamics NAV

BR

EB

RE

TT

TT

O

HJO

HJO

HS

ON

SO

NS

ONN

18 NAVUG Magazine

NAVUG™ Forum was a fantastic opportunity for Users, Partners,

and Microsoft team members to connect, learn, and share. Users

engaged in interactive learning sessions, roundtable discussions,

and valuable networking opportunities in Seattle, Washington. Here

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.

NAVUG Forum Attendee Objectives

» Connect with other Microsoft Dynamics NAV 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 NAVUG community

NAVUG Forum 2013October 21-25 | www.NAVUGforum.com

SAVE THE DATE...and Join Us in

Sunny Tampa, Florida!

REGISTRATION OPENS IN SPRING 2013

NAVUG2012FORUM REVIEW

20 NAVUG Magazine

Top Rated Sessions at NAVUG Forum

1. Dimensions

2. What is the Right Reporting Tool for the Job?

3. Microsoft Dynamics NAV 2013 – A Functional Preview

4. Integrating Microsoft Dynamics NAV with SharePoint

5. Compliance in Microsoft Dynamics NAV -

What You Need to Know Before the Auditors Ask

6. Deep Dive: Costing

7. How Can Microsoft Dynamics NAV Manage

My Fixed Assets?

8. Integrating External Applications to Microsoft Dynamics NAV

Th rough Web Services

9. All About Budgets

10. Analysis Views

The Offi cial Word – What Users Love

Most About NAVUG Forum

» Always networking and discussing ideas with other Users.

» Learning what other companies are doing with the standard

software or with a minor modifi cation.

» Listening and talking with others to resolve issues and to know if

what we are doing is the best solution.

» Meeting other Users that I can contact during the year if I have

questions instead of calling my VAR all the time.

» Meeting people in similar career positions as me, and discussing

diff erent challenges in our roles and how we manage to solve them.

» Mostly the networking with other Users and hearing their

problems and solutions. Th e contacts you gain during events

like this are priceless.

» Networking at the various mealtimes and group discussions.

» Talking to other power Users. NAVUG

Winter 2013 21

Filters Fast has a natural interest in health and wellness as it advocates cleaner air and water through the sale of filtration products. A few years ago, Filters Fast set out to

improve the physical health of its employees by bringing a workout to the work day.

Rather than start a jogging group or baseball team, the organization brought in the TrekDesk, an elevated desk that wraps around a treadmill. Employees then walk one to two miles an hour while typing on a computer or talking on the phone, building a workout into their day without leaving their desk.

As Filters Fast started its TrekDesk journey, the massive tsunami of 2011 hit parts of Asia, killing hundreds of thousands of people. The horror of watching the tragedy unfold led the Filtersfast.com team to give back in a non-traditional way.

“We decided to walk virtually to Japan and raise $1 a mile for relief efforts,” says Dee Rubina, marketing manager for Filters Fast. “After six weeks of walking, we got from Charlotte, North Carolina, to Atlanta, Georgia. Not quite far enough.”

Coming up a few thousand miles short turned out to be the catalyst for something greater.

“We decided on a new initiative and asked our customers, vendors, and local elementary students to donate their walked miles,” says Dee. “We even reached out to TrekDesk and told them about our efforts, and they sent the information about our mileage program to their customers around the world.”

That bump in mileage scope, plus the ability for Filters Fast customers to donate a dollar at the end of their order means that more than 50,000 miles were donated in 2012. All of the raised funds go to Wine To Water, a charity that installs wells in 13 different countries and is led by Doc Hendley, a 2009 CNN Hero.

“We call this endeavor The W3 Project. It’s a collaborative effort between Filters Fast, TrekDesk, and Wine To Water, and the reason we started it was because more children die of water shortage than malaria, AIDS, and war combined,” says Dee. “The shortage of water is compounded by access to water, as the average woman and child in third world nations walk five miles to get good water each day. That time spent getting water means they’re unable to attend school or work regularly. Walking for them and raising money to install these wells means they don’t have to walk as far themselves.”

In addition to the philanthropic aspect, Dee has experienced a gain linked to the original reason for using the desks – getting active and improving personal health. Before starting her job at Filters Fast, Dee lost 110 pounds. With small children at home and a hectic work and

De

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ina

Movedto Make a Difference

22 NAVUG Magazine

actionm e m b e r i n

Would you like to learn more about The W3 Project? Visit www.filtersfast.com/w3 to read more about the mission, donate or

sponsor miles, and see video footage of the project’s endeavors, including a clip from their time on the cable news show, Fox & Friends. You can also see Dee in action during her last pregnancy as she interviews a dance studio that partners with The W3 Project to donate their danced miles.

life schedule, she worried about gaining it back since she’d be sitting at a desk at Filters Fast. The TrekDesk proved to be a fantastic solution, and Dee lost another 40 pounds.

“Before I lost the 150 pounds, I wasn’t able to motivate myself,” says Dee. “Now I walk about 10 miles a day and, especially because of The W3 Project, I’m inspired to move and do things.”

Additionally, Dee shares that the children from the participating elementary schools are also a big motivator. Through this project, the children have learned about the global water crisis and want to get involved, donating the miles they walk, run, and dance throughout the year.

Microsoft Dynamics NAV, too, has played a part in The W3 Project, and not from running miles of scripts.

“We process all of our donations through Microsoft Dynamics NAV and give 100 percent of the raised funds to the charity as we cover all the processing costs within our organization,” says Dee. “When people donate a dollar on our website, it goes through Microsoft Dynamics NAV and is separated out and given to the charity.”

A simple idea to live a healthier life is now doing good across the world. One mile, one dollar, and one well at a time. NAVUG

to Make a Difference

Winter 2013 23

academycorner

Kerry Rosvold, corporate controller with Augsburg Fortress Publishers, and Daniel Rimmelzwaan, business analyst with

ArcherPoint, share their talents with NAVUG™ Academy by teaching in-depth courses to Microsoft Dynamics NAV Users. We caught up with Kerry and Daniel to hear their take on the value of the courses for Users, why they like to teach, and what it feels like to hear the success stories from Users who have attended their classes.

A Customized ExperienceTo Kerry and Daniel, the value of Academy classes comes

down to a customized learning experience. “The problems that are solved in class are focused on the

Users’ businesses, and sometimes we only need to fix one or two things to make Microsoft Dynamics NAV work better for them,” says Kerry. “You can’t get that experience from reading the manual or doing an online tutorial.”

That actual hands-on experience also taps into an additional learning style, giving Users the ability to put what they’ve heard and read into practice.

“Different people have different styles of learning,” says Daniel. “By having a hands-on lab, you not only get to show them, but they also can do it by themselves.”

Reciprocal Learning“What goes around, comes around” aptly describes Kerry

and Daniel’s attitudes towards teaching. Kerry generally teaches finance, account schedule, and dimension-focused classes

while Daniel focuses on database optimization, performance troubleshooting, development, and technical issues.

“I love sharing knowledge and helping people understand the matter at hand,” says Daniel. “When you’re in a classroom and see people with big question marks over their heads, and then you see that question mark turn into an exclamation point, that’s the best part of teaching – seeing that light go on.”

In line with the teaching credo mentioned above, it’s not just the User who is having that light go on.

“I like teaching because I like learning,” says Kerry. “I might learn a better way to teach or do something that’s a little bit different. I like to give back to the community, and teaching classes is one way to do it.”

Implementing Ideas and Finding Success

There are so many great success stories that come out of classes, and Kerry and Daniel’s classes are no exception. From implementing tips such as adding more dimensions to cutting an entire day of work out of month-end to learning how to customize reports in a more efficient manner, Users are experiencing productivity they didn’t know possible before taking a class.

“It’s incredible to see an attendee’s ‘aha’ moment when they smile and say that information just paid for the class,” says Kerry. “The implementation of the webinar classes this year has also been great because not everybody can afford to travel for classes. It’s a great opportunity to reach more people.” NAVUG

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Dani

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imm

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We’re looking forward to a great new year in Academy training and invite you to learn more about NAVUG Academy at

www.NAVUG.com/member-resources/academy. You can also contact [email protected] if you’d like more information about the course offerings,

have a class suggestion, or would like to share your talents as an instructor.

24 NAVUG Magazine

showcaseVar partner member

Socius, with more than 25 years of experience as a Microsoft Dynamics Partner, recently increased its focus on cloud-based deployments and how that technology can help clients improve their business success. We sat down with Socius to learn more about

client expectations regarding Microsoft Dynamics NAV 2013, the opportunity in the cloud, and what the company gets out of its NAVUG™ membership.

NAVUG: What are your clients most excited about when it comes to Microsoft Dynamics NAV 2013?HP: They’re excited about being able to leverage it from anywhere. They’re also excited about the integration with SharePoint®.

The investment that Microsoft is making into Microsoft Dynamics products is impressive. It’s also becoming even more beneficial that Microsoft Dynamics products are part of the larger “stack” offering from Microsoft and that Users are able to leverage Office®, SQL, and now Windows® 8.

We’re headed in a great direction, and it’s our job as Partners to help our clients understand how to use this technology to their benefit.

NAVUG: You’ve been an advocate of the cloud. What are the main benefits of a cloud-based deployment?HP: The cloud provides a lot of benefits, such as the “pay as you go” option which offers a lower total cost of ownership for clients’ systems, freeing up their resources from managing and maintaining servers. When we talk to prospective Users, the opportunity to off-load that server management to a Partner is attractive.

Being able to access Microsoft Dynamics NAV 2013 from anywhere with an Internet connection is a powerful story as well.

NAVUG: What’s the value proposition of the cloud for a User who has already purchased the servers and implemented Microsoft Dynamics NAV on premise?

HP: When a User looks at a software upgrade, they’re also looking at upgrading SQL, hardware, and so on, and that comes with an additional cost. When you understand the necessary components, you realize that if you’re looking to upgrade to Microsoft Dynamics NAV 2013, then it’s a perfect time to evaluate the cloud option.

Many small and mid-sized businesses don’t treat their ERP solution as mission critical, but it needs to be. A User needs to ask themselves what an acceptable downtime is with regard to their business. They also need to make sure they have adequate resources to handle their system, and moving to the cloud is one step towards that. It really does give Users an opportunity to a tier 1 environment without the tier 1 cost of doing it themselves.

When Microsoft first made its cloud announcement a few years ago, it was fantastic. That has come to fruition now, and the cloud today is much more functional than the thought of it was three years ago.

NAVUG: What do you have coming up in the next six months?HP: We are finalizing an offering for Microsoft Dynamics NAV 2013 in the cloud, and we’re helping our clients start to think more about SharePoint and BI. It’s important for them to prepare for greater visibility and BI tools through SQL 2012 and Excel® integrations. We want to get more involved in NAVUG and have planned activities around Microsoft Dynamics NAV 2013.

NAVUG: We’re glad to have you as part of NAVUG. What’s the greatest benefit to your organization when it comes to your involvement?HP: NAVUG offers us a great deal of benefit that we can extend to our clients. Part of the benefit is not just the value of the sessions, but being in a conference center with Users who go through similar experiences and being able to collaborate and share success stories and challenges with one another. Being part of a larger community is something we believe in. You get out what you put in, and that’s why we participate. NAVUG

companySocius

intervieweeHersch Patel,

consulting services director

Headquarters Dublin, Ohio

email [email protected]

website www.socius1.com

establisHed 1984

(under a different name)

navug™ partner member since

2012

socius

sociusThe Power of Partnership

Winter 2013 25

800.997.9921 www.altec-inc.com

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showcaseISV partner member

Lanham Associates has been delivering supply chain solutions inside of Microsoft Dynamics NAV since 1997. They were the original creators of Advanced Dstribution for Microsoft Dynamics NAV, which was sold to Navision Software just before the Microsoft acquisition. Lanham

then focused on expanding supply chain solutions to EDI, shipping, forecasting and replenishment, and WMS, delivering solutions to more than 1,750 organizations and 90,000 Users in 33 countries.

NAVUG: You had a busy fall, introducing a new product at NAVUG Forum. Tell us a little about that product.Dale Lanham (DL): ACE One is an entry level warehouse management solution for companies in the midmarket. We’ve made it very simple to use so that Users find it easy to transition from no warehouse management software to ACE One. It was also created with an easy transition path to our full-blown WMS product, ACE Warehousing, for Customers that graduate into more complex WMS needs like combined and wave picks, license plating, pallet-level detail, auto break-bulk, and lot and serial number tracking.Mary Lanham (ML): There’s a lot of discipline in a full warehouse solution, and if a User organization hasn’t implemented WMS in the past, it’s hard to go from free reign to a full solution. Many of our Customers asked if we could do something like this, and we’re live now in multiple Customer locations.

NAVUG: Do you have any other product releases planned within the next six months?ML: We’re always advancing our products, especially EDI where large Customers are making more and more creative demands on their suppliers, our Users. At the moment, though, we have an intense focus on ramping up our services division as we’ve had many requests from Partners to help support their Customers with a variety of business processes, including implementation, training, and support on our products. We’re also hearing from EDI Users that they want somebody to come in and support that part of their business. In the past, EDI Users wanted to control it themselves, but now many want to focus their resources on their internal business processes rather than on the technology that supports those processes. We can definitely handle this for them.

Also, we’ve worked on achieving Certified for Microsoft Dynamics (CfMD) and certifications from UPS, FedEx, and the United States Postal Service for our products. It’s hard work, but

we now have certified products that have been sanctioned by all the major players.

NAVUG: A lot of Users are making or thinking about the transition to Microsoft Dynamics NAV 2013. What do you feel are the key benefits to the new release?DL: The Microsoft team has done a lot of work, and the web and SharePoint portals and application enhancements are substantial performance improvements. Not only are there new User interfaces, but also having a dashboard in a web browser for light Users and executives is a great addition.

NAVUG: There’s a lot of talk about the cloud these days. Are you looking at an online option for your products?ML: We have relationships with multiple hosting Partners, which allows Users to have access to our products in the cloud.

NAVUG: You’re veterans in the Microsoft Dynamics NAV community. After 15 years in the industry, what keeps you excited about what you do?ML: The Users and Partners in this community are very real and passionate about what they do. People who are drawn to “where the rubber meets the road” end up with Microsoft Dynamics NAV, looking for results and making things happen in a short period of time. Those are good people to work with!

NAVUG: What was the best part of this year’s NAVUG Forum for you?DL: The attendance was great, and there was so much energy around Microsoft Dynamics NAV 2013. NAVUG Forum is our chance to meet some of our Customers face to face for the first time as well as connect with others we’ve known for years. ML: I noticed a lot of enthusiasm in the Users this year. People have held off for years on upgrading their infrastructure, and now they have the budgets and are very serious about topics in which they have interest.

NAVUG: What advice do you have for a User who is looking to get more involved in NAVUG this coming year?ML: There is so much good that comes from talking with peers and sharing ideas. We look for that feedback on our products as well and wouldn’t have ACE One if we didn’t get that feedback from Users. DL: We’re founding members of Directions, which brings Microsoft Dynamics NAV Partners together. NAVUG is the same thing for Users. The whole idea of not being out there alone is a benefit and something that’s really important to remember.ML: Exactly. There’s good momentum that comes from a lot of people in the same mindset coming together and sharing information and great ideas. NAVUG

companyLanham Associates

intervieweesDale and Mary Lanham

Headquarters Norcross, Georgia

pHone 678-379-4200

email [email protected]

website www.lanhamassoc.com

establisHed 1997

navug™ partner member since

2008

Lanham Associates

Winter 2013 27

Congratulations to Susan Sweetman from Gustave A. Larson Company for winning the Fall 2012

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

theme in this issue of NAVUG™ Magazine. These words can be found in the grid horizontally,

vertically, diagonally, backwards, and forwards. Submit your completed Word Find for a chance

to win a gift certificate; simply scan and email your entry to [email protected].

Academy

AJ Ansari

Brett Johnson

Chapters

Community

Discussions

FiltersFast

Greg Pierce

Kerry Rosvold

Knowledge

Lanham Associates

Learn

Microsoft Dynamics

NAVUG

POAM

Regional Chapters

Roundtables

SIG

Socius

SOL REPUBLIC

Technology Trends

Tips and Tricks

Tom Dolan

Training

Webinars

wordf indA C A D E S K C I R T D N A S P I T I G R E G P IT R A I I N I N G G E E W E B I O N A R T L E A AE T R E N S R E T P A H C A C M E G D E L W O N KC C H A P P E T E R S I G G D S D T I G P T R W LH S D S R E G N T R A P A O I A O A S P A C L E TN O I F T R I A K S I M L P N S L J S I H I A B RO O S A R S O C I U S A E H H C A A C E C R M I AL L C S E F N H L S N A A Y H I N N U R N O I N IO R U T N I A H A R S O R T O M B S S C E U C A NG S S T D L L A N E S P R I J A R A T E E N R R IY E S S S T C P H T E S N I L N E R O Y G D O S NT T I A S E H T A M A O P N O Y T I M M D T S A YR A O F H D A T M R L U K N N D T W D E E A O T TE I N S L L P E S L B I N U N T J E O E L B F D IN C S R L O T R S I A C O M H F C B L E G L F N ND O A E A V E S A O T C W M C O I I L D G E T U US S J T R S R I N N E O L O E S L N A A V S T O MR S A L T O S O L R E S E C T O B G A C V H K R MA A N I C R A C A D E M Y O I R U A N A A C M Y OE M S F G Y L L T T I P S A N C P P I I N E O R CL A L A G R S L A N O I G E R I E O N K N T W R HT H R U A R O U N D T A B G B M R R E T T I L E AA N V B H E S S E L B A T I P E L R L L O S A K PM A M O C K H A B H T N O S N H O J T T E R B R TN L F S S I D S S C I M A N Y D S D N A S P I T T

28 NAVUG 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 30

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

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

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 NAVUG™ off er no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner.

*Due to the nature of the “classifi ed” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

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

30 NAVUG Magazine

Agriculture

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

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

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

Apparel

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.

Data Masons Software

www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Chemicals

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

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

Vicinity Manufacturing

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

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

DU

STR

Y


Winter 2013 31

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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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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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 37

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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Esker 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.



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.



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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50 NAVUG 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!

Offices in Europe?NAVUG Goes Global

event

THE

The NAVUG Event - ROME 2013January 30-31

This event will provide a unique opportunity for you and your international colleagues to:

• Learn about Microsoft Dynamics NAV—from basics to advanced.• Get your Dynamics NAV questions answered.• Network with peers who are also use Dynamics NAV.• Connect with local experts.

• Hear directly from Microsoft partners and product team members.

Dont miss out! Registration is now open: navug.com/conferences/rome2013

Winter Meeting In Wisconsin!Join us for our Winter meeting with a great agenda, including:

· PowerPivot

· Ask Your Peers Panel Discussion

· User Showcase

· Analysis Views

Microsoft Offices, Milwaukee, WIJanuary 23, 20138:30am - 4:00pm

Register Today: navug.com/events or http://navugjan.eventbrite.com