2014 winter - navug magazine
DESCRIPTION
ÂTRANSCRIPT
FOCUSING ON CHANGE
DIVING INTO PROCEDURES
AND PROTOCOLS
CELEBRATING NAVUG FORUM
Pitch the paper clips.
Go beyond the electronic file cabinet and experience the amazing efficiencies of Paperless ERP from MetaViewer. From AP to AR and HR to the CFO—everyone can share in the benefits of 100% paperless transactions. MetaViewer gives you paperless invoice and order capture with OCR, automated workflow, real-time visibility and full Microsoft Dynamics® ERP integration. In Paperless ERP, nothing compares to MetaViewer. So pitch the paper clips and visit www.metaviewer.com/for-Microsoft-Dynamics.
Winter 2014 | 3
winter 2014 | www.NAVUG.com In Every Issue
4 From the Director
5 Welcome to Our New Members
6 Events
19 Word Find
25 Name That Photo Contest
35 Volunteer of the Quarter
37 Academy Corner
38 Find the Logo Contest
39 The NAV List, from The Partner Channel Features
7 On Topic with NAVUG Members
8 User Member Showcase Group O, Inc.
10 Exploring the Three Ps – Procedures, Protocols, and Processes
12 What’s in a Name? Forum to Summit in 2014
14 Member in Action Elf on the Shelf
16 Introducing NAVUG Collaborate
18 Top Collaborate Discussions
20 Microsoft Member Showcase Brett Johnson
22 Industry Showcase Wholesale/Distribution
28 Tips & Tricks Five Tips for Classic and Role-tailored Client Users
32 Celebrating NAVUG Forum 2013
34 ISV Partner Member Showcase Fastpath, Inc.
FOCUSING ON CHANGE
DIVING INTO PROCEDURES
AND PROTOCOLS
CELEBRATING NAVUG FORUM
Advertiser Index
ABC Computers, Inc. . . . . . . . . . . . . . . . . . . . . 9
Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Beck Consulting. . . . . . . . . . . . . . . . . . . . . . . 29
Equisys, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Lanham Associates . . . . . . . . . . . . . . . . . . . . 31
MetaViewer from Metafile . . . . . . . . . . . . . . . . 2
Microsoft Convergence 2014 . . . . . . . . . . . . . 6
TARGIT . . . . . . . . . . . . . . . . . . . . . . . . . . . .26-27
contents
4 | NAVUG Magazine
I don’t know about you, but I am still on an adrenaline rush from NAVUG™ Forum
2013! You might not know this, but I experienced Forum for the very first time this
year. To see it all come to life was amazing! I enjoyed meeting everyone and seeing
and hearing great ideas and solutions among Users. One of my favorite moments was
hearing a User say he just sat in on a session and learned a new trick; he walked out of the
class and implemented it immediately. He said that that one tip more than paid for his entire
trip to Forum. This is just one of the many stories I heard at Forum that I just had to share it
with you.
As we say adios (I was just at EMEA Barcelona, and I am still attempting to speak Spanish)
to 2013, we look toward 2014. Before turning the calendar, I want to reflect on some of the
big moments of 2013.
Sherry’s NAVUG 2013 Top 10
10. “Ciao Rome, Italy!” We take NAVUG across the pond and have our very first User
meeting in EMEA.
9. At Convergence in New Orleans we signed up 24 Premium NAVUG Members.
8. In April we said goodbye to Trish Boccuti and thanked her for a job well done. I’ve been
filling those big shoes ever since.
7. In June, NAVUG Collaborate launches to rave reviews. To date we have more than 5,400
Members and 650 discussions.
6. It’s time for Forum 2013, and we travel to Tampa, Florida for our biggest Forum yet!
More than 386 attendees enjoy the sun and the sand.
5. We said “Hola” to Barcelona, Spain when NAVUG participates in Convergence EMEA.
More than 400 attendees join in NAVUG sessions.
4. Change is good. We announced that we are officially changing the name “NAVUG
Forum” to “NAVUG Summit” beginning in 2014.
3. Meet me in St. Louis, Missouri in October for NAVUG Summit 2014!
2. We welcomed Marc Allman as our new board president.
1. We had more than 95 webinars and 35 Academy classes this year!
These are just a few 2013 NAVUG highlights. Thanks to all of you, Partners, Users, and
Microsoft for the terrific support. It’s because of you that we had such a great year. I raise my
glass to all of you to a wonderful 2014!
Sherry Linares
NAVUG Program Director
Going to the Next Level...
Sherry Linares
letterfrom the navug director
VU
UG N
AV
G N
AVUG N
A
G N
AVUG N
AVUG N
NAVU
G N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVU
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG
GNAVU
G N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
A
VUG N
AVUG N
AV
AVUG N
AVU
NAVU
G
N
Going to
the Next
Level...
Sherry Linares
Winter 2014 | 5
ULTIMEDINCORPORATED
BBS 1 Northeim
Behavioral Health
Resources
Bi-Petro, Inc.
California Dairies, Inc.
Celartem, Inc. dba
Extensis
Chicago Powdered Metal
Products
Corvinus University of
Budapest
Dahlberg Management
AB
Dismas Charities, Inc.
Dynamics User Group
Education Management
Systems
Farmers Union
Industries, LLC
H&N Group, Inc.
Hochschule der Medien
Hochschule Niederrhein
Landshire Inc.
Macho Products, Inc.
MatchWare
Pathways Management
Group
Rigid Industries
Tifosi Optics, Inc
Trussway Manufacturing
UltiMed, Inc.
This quarter we’re featuring UltiMed, Inc., sharing a little about
who they are and what they do.
UltiMed, Inc. is a medical device manufacturer headquartered in
St. Paul, Minnesota with manufacturing facilities in DeSmet, South
Dakota. The company manufactures premium quality injection
devices and related medical products with a focus on serving people
and pets with diabetes.
“I love being able to post questions online and find out what others have done to make Microsoft Dynamics NAV work for them,” says Stacy Anderson, staff accountant at UltiMed. “I feel like I could learn something new about Microsoft Dynamics every day.”
NAVUG is the place where Users can do just that – learn something
new every day! Welcome, Stacy and UltiMed!
If you, too, want to explore the benefits of NAVUG Premium
membership and take advantage of membership opportunities,
simply visit www. NAVUG.com > Join NAVUG. Our Premium
Members are the lifeblood of our organization and enable us to
continue to provide valuable networking, educational events, and
solution-specific programming. NAVUG
Premium Members Added
Last Quarter
Adaptive Business
Solutions
Adra Match
Advanced Business
Systems
Dynamicweb North
America, Inc.
ORTEMS
Premium Partner Members
Added Last Quarter
membersw e l c o m e t o o u r n e w m e m b e r s
AVUG
VUG N
AVU
UG N
AVUG N
AV
G N
AVUG N
AVUG N
A
NAVU
G N
AVUG N
AVUG N
NAVU
G N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVU
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
N
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
A
NAVU
G N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVU
UG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG
AVUG N
AVUG
N
NAVU
G N
A
GNAV
Welcome to the new Members who have invested
in NAVUG™ Premium membership and Partner
membership this year! Each new Member adds
value not only to their own organization, but also
to the entire NAVUG community as they share their
knowledge and experiences. Please note that these
organizations have given NAVUG permission to share
their name publicly.
6 | NAVUG Magazine
eventssessions meetings courses
G N
NAVU
G
AVUG N
AVU
AVUG N
AVUG N
AV
VUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
G N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
GNAVU
G N
AVUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
AV
VUG N
AVUG N
AVUG N
AVU
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG
NAVU
G N
GNA
The event calendar on www.NAVUG.com and the weekly NAVUG™ newsletter are your best sources for the latest NAVUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting NAVUG event.
Microsoft Dynamics
Convergence 2014
MARCH 4-7 | ATLANTA, GEORGIA
www.microsoft.com/dynamics/convergence/atlanta14
The Partner Connections
Event
OCTOBER 12-14 | ST. LOUIS, MISSOURI
www.thepartnerconnectionsevent.com
NAVUG Summit 2014
WEEK OF OCTOBER 12-17 | ST. LOUIS, MISSOURI
www.NAVUGsummit.com
March 4–7, 2014 / Atlanta, GA
Register today and start planning your trip to Atlanta! To find out more or to register online, visit: www.microsoft.com/convergence
Learn.See how you can make your life easier when you get back to work.
Connect. Find out how others successfully use Microsoft Dynamics.
Expand. Visit the Expo Hall and see how the latest innovations bring new value to Microsoft Dynamics.
Discover. Watch Microsoft experts demo the new releases and talk about the product roadmaps.
Envision. Hear where Microsoft executives and analysts think the industry is going.
Enjoy. Hang out with new friends at evening events and listen to a GRAMMY-winning band at the Closing Celebration.
12,000 Microsoft Dynamics community members can’t be wrong.The premier Microsoft Dynamics event is happening in Atlanta, GA, March 4–7, 2014.
Here are just a few things you can look forward to:
topicon
...with NAVUG Members
This quarter we asked a few NAVUG™ Members about what kind of change we’ll see in 2014. Here are their answers.
1
3
2
1 | Bob Bergman
ArcherPoint
As the NAVUG community continues
to grow, I expect to see more Microsoft
Dynamics NAV Users joining NAVUG
as well as a higher rate of participation
amongst Members. In particular, I
expect to see more Users presenting at
NAVUG Summit 2014 than we have seen
in the past; this was clearly evident at the
NAVUG Forum in Tampa. I also see the
use of NAVUG Collaborate exploding
as NAVUG Members see how quickly
their questions are answered. We at
ArcherPoint actively promote NAVUG
membership and participation because it
allows Microsoft Dynamics NAV Users to
communicate and share ideas with other
Microsoft Dynamics NAV Users. See you
in St. Louis next October!
2 | Lewis Rosenberg
Mars Fishcare
I see lots of continued growth for
NAVUG in 2014, and the future is
GLOBAL. The world continues to get
“smaller” as businesses increase their
global reach. Video conferencing and
Skype and so on are becoming the norm
as businesses such as ours are growing
globally and communicating across
the world without adding significant
travel and communication expenses.
The use of Microsoft Dynamics NAV is
spreading across the globe, within the
Mars organization, and within other
organizations, too. NAVUG will likely
spread globally as well to support the
international Microsoft Dynamics NAV
community.
3 | Meenakshi Singh
Home Market Foods, Inc.
More information on newly
introduced features and the reasoning
behind the changes. Sometimes
it’s much easier to understand the
functionality if we know the trigger point
for it. NAVUG
Winter 2014 | 7
8 | NAVUG Magazine
Troy Harkness is a classically trained
artist who loves computers and who,
by nature, is a questioner. “Whenever
I think I have answers, I realize there
is so much more that I don’t know, so
I start digging,” he says. At Group O, where he works
as an integrated purchasing solution supervisor for
the company’s Caterpillar line of business, Troy’s
digging is done within Microsoft Dynamics NAV.
“It’s a gigantically huge pile of data, but once you
start learning, there is no end to what you can do.”
Troy’s dig at Group O began in July 2010. From
locations across the U.S., Group O, often described
as the biggest little company nobody’s heard of,
provides a portfolio of global brands that includes
Best Buy, Samsung, and Caterpillar, with services
ranging from developing websites and portals to
testing cell phones and other electronics. Troy
works with 650 suppliers that provide parts and
kits for Caterpillar. “Caterpillar lets me know what
they need, and I then purchase it from a supplier
and have it shipped,” he says. “It’s all managed in
Microsoft Dynamics NAV.”
To prevent mix-ups, each Group O client
has its own space within the solution, with the
number of parts for Caterpillar alone approaching
6,000. There are more than 10,000 parts for kits,
which provide everything but the tools needed to
perform a specific task. Kits vary in size, with some
requiring more than 800 parts and a shipping crate
as big as a typical office desk.
Troy says that setting the system up was –
and continues to be – complicated. “There is so
much we have to think about, such as how much
packaging is needed for safe shipping and how
long it will take us to get the components here,
build the kit, and then ship,” he says. But that’s
where Microsoft Dynamics NAV comes into
play. “Purchasing, scheduling, pre- and post-
production, shipping, and receiving – all touch
something in Microsoft Dynamics NAV,” Troy
says. “Suppliers can work in the portal we’ve
set up. Once we accept what they’ve done, it
integrates into Microsoft Dynamics NAV, so we’re
not compromising security.”
One of the chief benefits of the portal goes
beyond the walls of Group O. “Microsoft
Dynamics NAV is the brain, the portal is the
hand, and it’s through the portal that we push
the best of the solution,” he says. “Because we’re
a technology bridge for some of the suppliers,
we can help mom-and-pop shops go paperless in
their work with Caterpillar – all because of how
Microsoft Dynamics NAV works.”
Troy’s favorite thing about Microsoft Dynamics
NAV is its flexibility. “Even though we all use
the same data, we look at it differently,” he says.
“Accounting looks at numbers, shipping looks
at dates. We’re touching the same things but in
different ways. With Microsoft Dynamics NAV, it’s
based on roles, and there’s no loss in continuity.”
Troy says he also values the ability to bring in
COMPANY
Group O, Inc.
HEADQUARTERS
Milan, Illinois
INTERVIEWEE
Troy Harkness
WEBSITE
www.groupo.com
ESTABLISHED
1975
NUMBER OF
EMPLOYEES
1,500
MICROSOFT DYNAMICS NAV
USER SINCE
2008
NUMBER OF USERS
900
NAVUG™
MEMBER SINCE
2009
Sparked to Do
Something,
Ready to Learn
user member showcase
NAV
AVUG N
A
VUG N
AVUG N
UG N
AVUG N
AVUG
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG N
A
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVU
GNAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG
N
AVUG N
AVUG N
AVUG N
NAVU
G N
AVUG N
AV
NAVU
G N
AV
GNAVU
UG
Winter 2014 | 9
Partners to customize, citing the portal,
which went live in January 2010, as an
example.
With a seemingly endless passion for
discovery, it’s not surprising that Troy is
a strong proponent of NAVUG. He went
to Summit 2012 in Seattle, from which
he returned, he says, “like a 12-year-
old who just came back from his first
trip to the hobby shop.” In 2013, he and
eight others from Group O travelled
to Florida for Summit. “Both years I’ve
rediscovered what a great tool Microsoft
Dynamics NAV is as long as you’re
asking the right questions,” he reports.
“Each year I’ve come back sparked to do
something.”
The “spark” from Summit in Tampa
embodies the hands-on, never-stop
approach Troy takes to learning about
everything. “We have almost 900 people
indirectly using the system with 190
licensed Users here, so the eight we sent
to Summit doesn’t even represent one
percent,” he says. “So we’re going to start
our own NAVUG chapter for Group O
employees.”
Troy has a one-word explanation of
the vision behind the User group they
are creating. Not surprisingly, that word
is excitement. “One or two people will
pick out a topic and present a workshop,”
he says. He hopes that one of the key
elements of the workshops is what’s not on
the agenda. “I learn almost as much from
people I’m sitting next to as the presenter,”
he says. “All it takes is for one participant
to stand up and ask if anyone knows how
to do a particular thing, and that gets the
conversation rolling. It doesn’t matter if
it’s parallel parking or a template in Item
Cards: Someone asks a question, and if
the facilitator allows the floor to open,
the learning starts. That’s how I want our
meetings to be.” NAVUG
Those three words – procedures, protocols, and processes – can be
polarizing. You either love them or you hate them. Let’s build on that love,
shall we? NAVUG™ sat down with NAVUG Members Steven Chinsky,
program/project manager of finance for Quidsi, and Jason Chance,
senior programmer analyst for Seventh Generation, to learn more about
why procedures, protocols, and processes are so important in their organizations,
gather advice for fellow Users looking to sharpen up in this department, and hear
how Microsoft Dynamics NAV and NAVUG can help.
Dotting the “I”s and Crossing the “T”s
Having “the three Ps” in place helps your organization with its compliance and
audibility. Big things – especially if you’ve ever been across the table from an auditor
who’s looking at your paper trail.
EXPLORING the Three Ps
PROCEDURES
P R O T O C O L S
P R O C E S S E S
STEVEN CHINSKY JASON CHANCE
10 | NAVUG Magazine
“They’re not the most fun thing, but policies help to make sure
the org and everybody in it are using the same rules and regulations
so everybody dots “I”s and crosses “T”s the same way,” says Steven.
“Putting aside the fact that a lot of policies and procedures fall back
on finance, without them everybody could be going all over the place,
and the next thing you know you’d have a nightmare on your hands.”
Doing things in the same way each time is also important because it
gives a management team the confidence to know their organization
is running as one cohesive unit, rather than in silos.
“Building consistency allows for repeatability,” says Jason. “One
thing we do over and over again at Seventh Generation is introduce
new products. Having a consistent process eliminates the need for
exceptions, which results in two things: you get good at your process,
and you start to realize how difficult exceptions can be.”
“A clearly documented process also helps train new employees,”
continues Jason. “It’s very easy to get people to understand what they
need to do if you have it outlined and then follow that outline.”
Getting the Three Ps in Place
“The first thing is to record transactions in a systematic way,” says
Jason. “We recently acquired a company that was a small startup
running on MacBook programs and QuickBooks. After six months,
we’ve just started to untangle the knot of that acquisition.”
“You’re never too small to use a database to capture transactions,”
continues Jason. “Start simple, looking at a core value chain from new
product conception to accounts receivable, and map that out in as
much detail as you can to see where your core processes are.”
Part of starting small is figuring out what your team, department,
or whole organization can realistically tackle, as well as evaluating
which areas of your business have the highest exposure for your
organization in general.
“Tackle the ones that have the biggest effect on the organization
first,” says Steven. “Bring all the team members together – not just the
managers and VPs – as you can’t roll out a plan to a group of people
and have them look at you like deer in the headlights.”
Bringing everybody together may seem daunting, but once
you figure out the right process from procedure, compliancy, and
audibility standpoints, then the team can come together and build
the policy.
“This format went over well at our organization because people
had ownership, from execs to those in the trenches,” says Steven.
“When you have buy-in across the board it’s so much easier to roll
out and train people. Never lose sight of the fact that you need all the
people in there.”
Utilizing Microsoft Dynamics NAV
as a Resource
Harkening back to the transactional database, Microsoft Dynamics
NAV is the perfect tool to help standardize processes as information
flows in and out.
“We outsource a lot of things like manufacturing, warehouses, and
distribution,” says Jason. “All of our warehouse communication is
done with EDI, and the consistency we have with our warehouses and
customers wouldn’t be possible without Microsoft Dynamics NAV.”
Seventh Generation also captures a lot of data in its procurement
and purchasing functions in order to build meaningful profit and
loss statements, enforcing rules and conditions so that information
is entered completely the first time around, reducing margin for error
and disparate data.
Quidsi employs similar measures, using Microsoft Dynamics NAV
heavily when it comes to checks and balances in procurement.
“All of our merchandise goes through an external system that
flows back into Microsoft Dynamics NAV for final approval with a
three-way match. If the match isn’t successful, it’ll never get through
Microsoft Dynamics NAV to get paid,” says Steven. “Even though this
and other policies are automated, we have the process documented
so that people can go in and see what they need to do and how it’s
done. The more streamlined I can make our Microsoft Dynamics
NAV database, the better my Users will be.”
Steven and Jason have also found value from talking with other
Users and attending NAVUG webinars.
“I attend pretty much every finance session I can, and I love listening
to other people and how they deal with compliance, customizations,
and new products,” says Steven. “I love the networking; I feel it’s the
only way we’re going to grow Microsoft Dynamics NAV.”
“In each session, the speaker or an attendee is talking about a
new way of doing something that you might never have thought of,”
says Jason. “It can also be an affirmation that you’re using Microsoft
Dynamics NAV the best way your organization can, which gives a
boost of confidence.”
Focusing on Future Innovation
Innovation never stops. As the three Ps are defined, organizations
can take the next step and automate those processes as workflows
within Microsoft Dynamics NAV. And that’s only the beginning.
Steven sees workflow processes as a valuable area for more ISV add-
on solutions.
“Our next project is a vendor portal with AP automation. There is so
much benefit to this from human and business process standpoints,”
says Steven. “At our organization, there can be as many as five people
doing the work of entering POs before they even post to Microsoft
Dynamics NAV. I would hope that ISVs are looking at how they can
augment the procedures that are needed, whether it’s a workflow or
the tracking process.”
Jason shares that while his organization is still on the classic
client, the role-tailored client will be nice to adopt as the cash flow
management features in Microsoft Dynamics NAV 2013 would be a
huge value add to the organization’s procurement process.
Figuring out your Plan
You don’t have to go it alone, which is something that is a tenant
of the NAVUG community. In addition to attending events and
networking with peers, Steven and Jason recommend a few external
sources that can help you in figuring out your three Ps.
» Talk with your organization’s accountant and get him/her in-
volved in your planning process.
» Visit with friends and associates outside of your organization
who have gone through similar procedures.
» Check out process mapping resources to get a feel of where to
start and what to include.
» Spend time with organizations such as APICS, AICPA, and
IMA, all of which have policy and procedure information in
place…because that’s what they do.
“Microsoft Dynamics NAV 2013 is going to open up an endless
environment of attacking something that was very manual in the
past,” says Steven. “When the three Ps are in place, give yourself some
room to make the process more streamlined using the solution that is
designed to help you do just that.” NAVUG
Winter 2014 | 11
12 | NAVUG Magazine
story by Marc Allman
If you missed NAVUG™ Forum 2013 this year in Tampa, you missed the last Forum
ever. But more on that in a minute. You also missed the best Forum ever. Here are
some of my highlights:
» Your NAVUG community put on more than 130 breakout sessions across 11
tracks.
» We had a new track that featured leadership-oriented content, and one of the sessions
attracted more than 70 people!
» We had a new track for international deployments as well, so those dealing with global
installations could share their challenges and solutions.
» We had two, hour-long deep dive sessions that allowed us to really get into some
serious detail and learning with recognized experts.
» We had a Buddy Program that “buddied up” first-time Forum attendees with an
experienced conference-goer to help them navigate the many session choices and
meet more Microsoft Dynamics NAV Users.
» We had 11 pre-conference training classes on a variety of topics to extend the week’s
learning.
» We were inspired by coach Tony Dungy’s keynote address that included insights from
30+ years of leading teams.
It truly was an awesome week!
I think Forum this year was an excellent example of the theme for this magazine, “New
Horizons/Positive Change”. And in that light, at the end of the conference we not only
made the traditional announcement of the location of next year’s conference, but we also
announced that next year NAVUG Forum will become NAVUG Summit! After seeking
input from the community, your NAVUG board of advisors voted to change the name to
NAVUG Summit.
The other Microsoft Dynamics User Groups (AXUG®, CRMUG®, and GPUG®) have
traditionally called their annual conferences ”Summit”. Having a different name for our
conference has led to confusion and complexity. With the name change, we can refer to
the conferences collectively, which will enable a wider exposure to more attendees. For
example, I know having a separate name has hindered our Partners in the community as
well as Microsoft because they’ve had to reference names, and as such, “Forum” has often
been left out of communications. Now we can leverage the economies of scale while still
being the largest conference by Microsoft Dynamics NAV Users for Microsoft Dynamics
NAV Users.
Jason Chance, senior programmer/analyst with Seventh Generation in Burlington,
Vermont, attended his fourth NAVUG conference in Tampa and was glad to hear the news.
“I’m happy about the name change from NAVUG Forum to NAVUG Summit. It was always a
little confusing to me why NAVUG was different from all the other User groups. Now it’ll be
consistent, and all we need to do is focus on the great learning and networking that we’ll get to
take part in at NAVUG Summit 2014.”
And if you’re wondering where NAVUG Summit 2014 will be, I’m pleased to welcome
you to my hometown, St. Louis, Missouri. So mark your calendars now for the week of
October 13-17, and I’ll see you there! NAVUG
Name?WHAT’S IN A
Winter 2014 | 13
A Year-Round
Once upon a time, a mother and her two grown daughters decided to share one of their
favorite holiday traditions with the world. First published in 2005, The Elf on the Shelf®
is a children’s watercolor book that tells the story of an elf who travels all the way from
the North Pole to visit a family. Naming and adopting the elf is as simple as visiting
www.elfontheshelf.com – deceptively simple, actually, because that’s where the real fun
starts. Once the elf is named, and thus officially adopted, it is empowered with Christmas magic. Then
every night after the children are asleep the elf uses Christmas magic to travel to the North Pole and
provide a report to Santa. The elf returns in the morning and perches in a new location – just in time for
the children to wake.
“Typically, it starts the Friday after Thanksgiving and goes through Christmas Eve,” says Dave Hatker,
vice president of IT for Creatively Classic Activities and Books (CCA&B), publisher of The Elf on the
Shelf®. “It’s sort of like having an Easter egg hunt every morning for a month. Sometimes the elf is easy to
find, but at other times, it hangs out in the freezer because he (or she) is used to cold weather.”
Almost as magical as the elves’ travel schedules is the balance the company strikes between providing
personal family experiences and the company’s dramatic growth. Since launching in 2005, more than six
million copies of The Elf on the Shelf® have been sold, not only in the U.S., but also in countries considerably
farther from the North Pole, such as Australia and New Zealand. In 2011, an animated Christmas special
based on the book and titled An Elf ’s Story™ aired on CBS. In 2012, the brand celebrated its first ever
appearance in The 86th Annual Macy’s Thanksgiving Day Parade® with The Elf on the Shelf® balloon – the
largest balloon ever featured to-date in the parade.
Santa loves birthdays, too™! So, as to not be outdone by previous years, The Elf on the Shelf®: A Birthday
Tradition arrived in 2013. “A lot of kids have separation anxiety when the elf leaves after Christmas,”
Dave says. “With the new book, a child can invite their elf to celebrate their birthday with them. Then
the birthday boy or girl can go online to receive a birthday message from Santa. Children also get the
opportunity to play at the virtual North Pole.”
Other offerings from the company include plush toys, DVD/Blu-Ray, figurines, activity coloring books,
and the Claus Couture Collection®, which includes specialized elf clothing and products such as a chef
SEASON OF GIVING
member in action
NAV
AVUG N
A
VUG N
AVUG N
UG N
AVUG N
AVUG
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG N
A
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVU
GNAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG
N
AVUG N
AVUG N
AVUG N
NAVU
G N
AVUG N
AV
NAVU
G N
AV
GNAVU
UG
COMPANY:
CCA and B (Creatively
Classic Activities and Books,)
the publishing company behind
The Elf on the Shelf®
HEADQUARTERS:
Atlanta, Georgia
INTERVIEWEE:
Dave Hatker, vice president of IT
EMAIL:
WEBSITES:
www.ccandb.com,
www.elfontheshelf.com
ESTABLISHED:
2005
NUMBER OF EMPLOYEES:
50-100
MICROSOFT DYNAMICS® NAV
USER SINCE:
2012
NUMBER OF USERS:
30
NAVUG™ MEMBER SINCE:
2012
First published in 2005, The Elf on the
Shelf® is a children’s watercolor book that
tells the story of an elf who travels all the
way from the North Pole to visit a family.
14 | NAVUG Magazine
apron set, collectible skirts, and sports jerseys. CCA&B’s products
are sold in more than 15,000 stores in the U.S. and Canada, including
retail chains such as Pottery Barn Kids, Target, and Barnes & Noble.
In 2007, Dave began working with CCA&B as a consultant, and
by 2011 he had become the head of its IT department. “My job is
to develop and maintain systems that support the growth of the
company and we are growing quickly” he says. “I solve problems
immediately but also focus on the long term.”
At the heart of problem solving is Microsoft Dynamics NAV,
which Dave learned as much about as he could by going to NAVUG
sessions at Convergence before the solution was purchased.
“Everyone in the room had used Microsoft Dynamics NAV, but they
had used other systems, too. There was a lot of knowledge to draw
on,” he says. “We have a saying here, ‘fast growth equals fast change.’
So, what we really like about the solution is its configurability. We
do a lot of electronic data interchange (EDI), and we needed to
support that.”
EDI isn’t the only area of growth: The spirit of giving is in constant
expansion mode. “The company started with parents who wanted
their kids to grow up with wholesome traditions,” Dave says. “We’re
a family business with the goal of creating positive experiences,
moments, and memories for children. But we know that not every
kid can have the kind of experiences we offer.”
So CCA&B is always looking for new ways to support child-
focused organizations. Over the years, the company has supported:
the Path Project, Save the Children, and Children’s Healthcare of
Atlanta, to name a few. This year, the company has partnered with
charity: water. Globally there are nearly 800 million people without
access to clean drinking water. Charity: water is an organization
focused on solving that problem by providing safe drinking
water to communities in need. To many, they have
revolutionized the giving model by using 100 percent
of their public donations to directly fund sustainable
solutions. CCA&B donates $1 from each birthday
book to the charity.
“Working somewhere that’s so committed to
its mission sets this place apart,” says Dave. “I have
a great job, I’m engaged to be married, and I’m
surrounded by good friends and family. I have a lot
to be thankful for, and I always think it’s important to
give back.” NAVUG
n was purchased.
mics NAV, but they
knowledge to draw
equals fast change.’
configurability. We
and we needed to
iving is in constant
rents who wanted
Dave says. “We’re
sitive experiences,
now that not every
to support child-
any has supported:
en’s Healthcare of
has partnered with
on people without
n organization
drinking
have
ent
ble
day
to
ave
’m
lot
to
UG
Winter 2014 | 15
16 | NAVUG Magazine
In a post-event evaluation of NAVUG™ Forum 2013 this October in Tampa, the 400 attendees were
asked what their most valuable experience was during the conference.
We were pleased – but not surprised – that several of their responses included things like,
“Discussing Microsoft Dynamics NAV issues and possible solutions with others who have similar
problems” and “Learning that my company is not alone and many other companies face the same
challenges we do”, and “Seeing what’s available with Microsoft Dynamics NAV and how others are using it”,
and “Learning from other Users and helping them resolve issues as well.”
These are, after all, the very reasons that NAVUG exists – to help Microsoft Dynamics NAV Users find and
connect with one another, to learn about how others are successfully using the solution, and to share your
own Microsoft Dynamics NAV experiences to help other Users.
A New Dimension
For years we’ve been coming together as an NAVUG community to help one another via monthly webinars,
virtual Special Interest Group (SIG) meetings, online training courses through NAVUG Academy and, of
course, our annual face-to-face get-together at NAVUG Forum.
In June 2013, NAVUG introduced NAVUG Collaborate – a private online community that empowers
NAVUG Members to get and stay connected, to interact when and how it works best for you, and to get real-
time answers to your Microsoft Dynamics NAV questions.
NAVUG Collaborate – available to all NAVUG Members – is a natural extension of the programming
NAVUG Members have enjoyed for years. It’s your one-stop-shop to take advantage of your NAVUG
membership benefits – you can view and sign up for upcoming NAVUG events, browse the latest news from
across the Microsoft Dynamics NAV community, participate in discussion forums, read and post blogs,
update your NAVUG profile, and more.
When Should You Use NAVUG Collaborate?
Once you dive in, you’ll find lots of great reasons to utilize NAVUG Collaborate on a daily basis, but here
are a few ideas to help get you started:
Introducing a New Way to
“COLLABORATE”
Winter 2014 | 17
» When you have a question. Stuck on a Microsoft Dynamics NAV obstacle? Wondering about best
practices for setting up security for multiple companies? Want to know what you should know before
you upgrade? Or how about tips for closing out the year? Head to the community and post a question in
the NAVUG Collaborate discussion forum to get insight from your peers. There’s likely someone else
out there who’s cleared the same hurdles already – don’t reinvent the wheel!
» When you have a solution. If you’re on the other side of the coin and have just experienced an “a-ha”
moment in Microsoft Dynamics NAV, share your learning! There’s no doubt that someone, someday will
benefit from it. Pop on over to Collaborate and write a quick blog post about what you’ve discovered
(every NAVUG Member can contribute!). Be sure to keep an eye on that NAVUG Collaborate daily
digest email. If you have any insight around a question another Member has asked, please share it!
That’s what makes our community so valuable – peers helping peers!
» When you want to build your network. There’s immeasurable value in connecting with and learning
from others who walk in your shoes. The NAVUG community is diverse and made up of Microsoft
Dynamics NAV folks in a number of roles from a variety of industries and from companies of all sizes.
Use the NAVUG Collaborate Member Directory to find and connect with others who use Microsoft
Dynamics NAV like you do: search and sort by role, industry, product version, modules and add-ons
utilized, location, and more.
» When you’re attending a Microsoft Dynamics NAV event.If you’re planning to attend an upcoming
Microsoft Dynamics NAV community event – such as Microsoft Convergence 2014 in March in Atlanta
or NAVUG Summit 2014 in October in St. Louis – NAVUG Collaborate is a great resource. Within
Collaborate, there are sub-communities for these events that enable you to get a jumpstart on networking
long before you’ve arrived at the convention center.
If you’re a first-time attendee, you can use these discussion forums to ask others what to expect to help
you prepare. Or maybe you’ve been attending the events for years, so not only do you have words of wisdom
to help other attendees prepare, but perhaps you also want to spearhead an informal get-together during the
event with fellow Users at a local watering hole.
After the event, use these communities to stay in touch with folks you’ve met…keep those conversations
and those connections alive long after the event has wrapped.
Join the Conversation
If you’re an NAVUG Member, you already have an NAVUG Collaborate profile – simply log in at http://
community.NAVUG.com using your Windows Live ID to get started.
Whether you’re a seasoned Microsoft Dynamics NAV expert or a novice, you’ll find value in connecting
and sharing with others from around the world who walk in your shoes. Don’t wait for the next event
to roll around – collaborate and join the conversation today! NAVUG
18 | NAVUG Magazine
Conversations are starting on NAVUG™ Collaborate,
and we thought it would be fun to look back at some
of the top discussions from fall 2013. If you’d like
more information on any of these topics, log on to
NAVUG Collaborate (www.community.NAVUG.com)
to read the full conversation.
Inventory Valuation/GL Account
15 Replies | Posted by Meenakshi Singh on September 26 at 3:15 p.m.
Hi, I was wondering if someone can help me with this issue.
Here is the scenario: I have setup a separate GL account to track
each inventory posting group and costing method we use is FIFO.
The Inventory valuation numbers match the inventory to GL
reconciliation report. The Inventory to GL reconciliation report
shows no differences.
However, my GL balance on chart of accounts is less than the total
shown on inventory valuation. The GL account should definitely
be in sync with the inventory valuation for that inventory posing
group. I have checked for Direct postings to the GL account, there
are none. Adjust cost program has been run but the GL balance is
still different than the inventory valuation.
Just as an additional info, the accounts were in sync till last month so
it’s definitely some entry over the last month that caused the difference.
Any ideas on where else should I look for this difference?
Meenakshi Singh | Home Market Foods, Inc.
How to Re-open Closed Order in E-ship
11 Replies | Posted by Matt Quint on August 2 at 12:16 p.m.
We utilize E-ship process our shipments, and more specifically
the Fastpack functionality within E-ship. At times, our shipping
department will close an order prior to packing any items. This
causes us to not associate tracking numbers from USPS/UPS with
our orders directly, as we ship with miscellaneous packages and it
does not allow some customization we have had done to trigger a
shipment notification in our e-commerce site.
Does anyone know how to re-open the order so we can pack it
within Fastpack and can pack the order and post a package? Thanks.
Matt Quint | controller | Groundspeak Inc.
Close Warehouse
8 Replies | Posted by Maureen Youngblood on August 27 at 6:56 p.m.
How would I hide a warehouse from the location list so that
it cannot be erroneously selected on a sales order or purchase
order? This warehouse is now closed but has activity history attached
to it; therefore, I do not want it deleted, only unable to be selected.
Maureen Youngblood | office manager
Restored Test Database Only Works
in 2009 R2 Classic Client
7 Replies | Posted by Noreen Fujita-Sacco on August 30 at 1:06 p.m.
I recently refreshed our test database for the first time in a year
and now I can only access via Classic Client. RTC returns the
following error:
Metadata for object of type Table with id 2000000053 is in a
failed state. This is caused by a previous exception: Compilation
of assembly ‘C:\ProgramData\Microsoft\MicrosoftDynamics
NAV\60\Server\MicrosoftDynamicsNavServer$MCNETT-
TEST\assembly\Record2000000053.dll’ failed. This can be
caused by differences between binaries in your installation
or your database. Ensure that all installation components
are consistent and up to date. Error details reference
missing definitions for SalesSetupRead, SalesSetup, and
tmpWindowsLoginGroup.
Can anyone point me to setup location in Classic? Thanks in
advance.
Noreen Fujita-Sacco | applications coordinatorMcNett Corporation
NAV “Maintenance Mode”
to Block Logins?
7 Replies | Posted by Bobbi Cacatian on August 27 at 7:46 p.m.
Hello, There are times, especially in our UAT environment,
where we need to deploy something new or make a tweak and I
need Users out of NAV. Is there a simple way to block user access
to NAV 2013? Like they click their normal link and it doesn’t work
or even better told them why? I’m sure my IT dept could come up
with something but I thought I would see if there was a solution
within NAV or if anyone had done this before. I was hoping there
is a check box or something similar to a website where you can put
it in maintenance mode. Thanks.
Bobbi Cacatian | director of digital systems | Sunrise Identity
Dataport and ChangeLog
7 Replies | Posted by Jonathan Delfraisse on October 4 at 9:37 a.m.
I have yet to find an answer to this question with a search
engine. I have created a simple dataport to update min/max on
a stockkeeping unit table. It doesn’t get into the change log. The
change log is already tracking these fields. How can I get the
dataport to update the change log? Thanks!
Jonathan Delfraisse | web designer | MANCON NAVUG
TOP COLLABORATE DISCUSSIONS
Congratulations to Joanne Lebiecki from Ellsworth Corporation for winning the Fall 2013 Word
Find. Your prize is in the mail, Joanne! 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
Brett Johnson
Classic
Collaborate
Community
Distribution
Elf on the Shelf
Fastpath
Forum
Global Branch
Group O
Industry
Kerry Rosvold
Microsoft Dynamics
NAVUG
Networking
Positive Change
Procedure
Processes
Protocol
Regional Chapter
Role-tailored
Summit
Webinars
Wholesale
H G L O B A L B R A N C H D E R Y G H P D D Z K S
N T J L L O U F E L A S E L O H W Y Z V K W A D F
D Q A E P D E C D C R T P O A Z S Y A L V B Y M M
P R F P U P L K B R T T K R G I U M I R S E J B F
O V I Q T A I T L A D E P E O I K E N L E W Q R Y
S Z X Z S S N R A M R L L B Y T Q D Z V S U J E P
I C S S S Z A J E R F O P O C G O A G E S Z Z T L
T U I P W A G F Y T W D L E V T A C Z D E V G T I
I C U M D G T N F J P M T E D S G A O E C W U J T
V O O P A R O S I Z M A B K T M O G P L O P N O G
E M A F L N I I S K R M H V I A X R X I R K G H S
C M K B L Z Y N C O R B P C Y H I A Y K P M F N J
H U E E X E L D B Z Y O R R L Z G L D R E M U S D
A N S J R U H A T V W O W L O A Y F O N R A E O B
N I R P H R L S T F S B P T K C N C W R E E X N F
G T A S P L Y S E O O N T R E X E O W H E F K R O
E Y N M O V L R F H B S O Z V N P D I K X D U Y L
T F I C M B E T O F T W O Q H U F A U G C W M R P
G J B O C E D D E S T N P R O D O U M R E M P T R
U E E S I Y J K F E V L O R C K R R U W E R F S Z
S C W W N F I W N S Z O G F H I U D K N O B G U I
Q E Y A Z A T N E N M E L L L E M V U C H G C D E
Y J M W K C V M A S Z G E D C E W S E S F L I N G
X I W C N F V U N O I T U B I R T S I D O V S I K
C S D H U Y X I G W B Q I J Z X S U M M I T R H F
Winter 2014 | 19
20 | NAVUG Magazine
Brett Johnson is a 13-year-veteran of
Microsoft who joined the Microsoft
Dynamics NAV team six years ago. He
got his start in the enterprise space
in developer roles for Microsoft
Consulting Services and the enterprise Partner
group. His move to the Microsoft Dynamics NAV
research and development (R&D) team brought
him into the midmarket space, where he works with
Users and Partners to create, facilitate, and run
his team’s programs. NAVUG™ sat down with Brett
to talk about the value of Customer and Partner
input into Microsoft Dynamics NAV, updates on
the release cadence of the product, and the Agile
Customer Engagement (ACE) initiative.
NAVUG: You support Convergence, NAV
Directions, and NAVUG Forum in your role.
What are the main benefits of that event
involvement for your role?
Brett Johnson (BJ): The events are really packed,
but the Customer connections are key for us.
We need to know what Customers like about
the usability and features and what types of
experiences they have working with the product. It
also helps us to vet the new features we’re planning
to put into a future product. With Partners, we’re
interested in hearing how their vertical solutions
are working for Users.
Events are a good opportunity for us to be on
the front line for feedback, and we then in turn
take that feedback to influence how we develop
the product in the future, so that we’re shipping a
product that meets their business needs.
NAVUG: Do you have any examples of anecdotal
feedback that turned into a product feature?
BJ: The most memorable feedback came from
one of my first events with the team. When we
shipped Microsoft Dynamics NAV 2009, one of
our Customers in the technology advancement
program (TAP) shared that while we had this new
role-tailored client, most of his reports were in the
classic client, and he needed to be able to access
those reports from the new client.
That was a big feature change that was not
only critical to that Customer, but also to others
in the program as well. Because of that feedback,
we added the “Print to Classic” option. This gave
Partners and Customers a few more years to
get their reports upgraded to the role-tailored
client. One note: Microsoft Dynamics NAV 2013
no longer supports classic client functionality,
so Users will need to upgrade those reports to
upgrade to this release.
NAVUG: Speaking of Microsoft Dynamics NAV
2013, how is the User adoption coming along?
BJ: The adoption is faster than it was for Microsoft
Dynamics NAV 2009 when that was released.
We’re also seeing that the number of Partner
solutions that have been upgraded to Microsoft
Dynamics NAV 2013 is quicker as well, and
we have two times the number of Certified for
Microsoft Dynamics solutions on the new product
than we had on Microsoft Dynamics NAV 2009 at
this point.
At NAVUG Forum I asked people to raise their
hands if they’re on the new product, and probably
an eighth of the audience was on Microsoft
Dynamics NAV 2013. When I asked that question
a year or two after Microsoft Dynamics NAV 2009
was released, hardly any Customers were using it
yet.
NAVUG: What can we expect as far as a cadence
for future product releases?
BJ: We’re now on an annual release cycle. We
were previously on a three- to four-year cycle
but changed our development model to the agile
development process which allows us to be able to
finish a smaller set of features faster and get them
to market quicker. This has been a good move in
that we can deliver high-quality, interim releases
Brett Johnson,
senior program manager
microsoft member showcase
NAV
AVUG N
A
VUG N
AVUG N
UG N
AVUG N
AVUG
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG N
A
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVU
GNAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG
N
AVUG N
AVUG N
AVUG N
NAVU
G N
AVUG N
AV
NAVU
G N
AV
GNAVU
UG
Brett Johnson
Winter 2014 | 21
each year and then when we have a “major” release
every few years, we can publish that release in the
same manner.
We just released Microsoft Dynamics NAV
2013 R2 on October 6, 2013, and the next release
(code named “Crete”) will be released sometime in
Q4 of 2014.
NAVUG: What can you tell us about the feature
set of Microsoft Dynamics NAV 2013 R2?
BJ: We were really focused on creating instant
value for our Customers and providing more
things they can use right away, out of the box.
Specifically, we have improved cash management
and reconciliation as well as created a web-
based help server, which is really nice for getting
customized help via a browser in addition to the
in-client help feature.
We’re also integrating with the latest in
SharePoint®, Office 365™, and Windows Azure™,
making Microsoft Dynamics NAV the first
Microsoft Dynamics product to be certified for
Azure.
We’ve also changed the product’s architecture to
support multi-tenancy for cloud-based offerings
as without multi-tenancy, the application won’t be
efficient enough for cloud-based usage.
NAVUG: You shared some information at
NAVUG Forum about your team’s User council.
Can you tell our readers more about that?
BJ: Definitely. The Agile Customer Engagement
(ACE) initiative helps to provide feedback on
the next versions of Microsoft Dynamics NAV
by giving us direct interaction with User subject
matter experts (SMEs) in the areas we’re working
on for particular new functionalities (see sidebar
for more information on the roles that the team is
looking to fill right now).
Some people have already applied, and we’re
happy to offer a special deal for NAVUG Members
who join, offering them a free piece of Microsoft
software, such as a copy of Microsoft Office,
Windows, or other products. If a NAVUG User
joins and gets engaged, we’ll share the information
for redeeming the software.
ACE can be a multi-release engagement, as
once we have established a great SME in say,
bookkeeping, who is providing valuable feedback
and insight, we want to stay engaged with that
individual as long as we can.
The time commitment is one or two meetings a
quarter, and if individuals really want to get active,
we’d gladly meet with them once or twice a month.
Soon we may be able to grant ACE members
access to an online, cloud-based version of the
latest features we’re working on so they can log
in and try them out. The new cloud capabilities
of Microsoft Dynamics NAV make it possible to
show the work in progress.
NAVUG: What do you like most about what you
do?
BJ: I like to see the positive impact we can make
with each version of the product. From hearing
a Customer’s view of what should go into each
version to making sure that what we produce is
high quality, it’s great to see the positive impact
a User can have on something like Microsoft
Dynamics NAV. NAVUG
Are you a NAVUG
Member that has
experience in…
» order processing
» accounting
» bookkeeping
» small business
ownership
» IT administration
» Microsoft
Dynamics
NAV system
consulting
» system
development –
» and are
passionate
about improving
Microsoft
Dynamics NAV
in your area?
Then you’d be a
great fit for the ACE
Initiative!
Contact Navace@
microsoft.com today
to learn more.
“I like to see the positive impact we can make with each version of the product.”
industry showcase
Wholesale Distribution: Getting Products
Out and About
Focusing on speed of delivery, customer
service, and quality goods, these
NAVUG™ Members keep shelves
filled with goods ranging from pet supplies
to door systems. You likely interact with
the wholesale distribution industry every
day without giving a second thought to the
logistics involved.
CARE-A-LOT
PET SUPPLY
Virginia Beach,
Virginia
Under the slogan of
“Your pets are our
babies, too”, Care-A-Lot
Pet Supply is a national
pet supply distributor
and has the largest pet
supply store in Virginia.
Care-A-Lot is dedicated
to great customer
service, speed of delivery,
and meeting customers’
pet supply needs.
CHEYENNE
INDUSTRIES, LLC
Little Rock, Arkansas
Cheyenne Products was
founded in 1980, primarily
as a domestic manufacturer
and assembler of portable
lighting. Cheyenne has
expanded through the years
to also offer furniture. The
company’s ability to identify
a broad range of consumer
shopping habits and marry
those with current industry
trends makes it a leader in
innovation and design.
22 | NAVUG Magazine
CREATIVE MATERIALS
CORPORATION
Ayer, Massachusetts
Creative Materials develops
and markets highly
conductive adhesives and
inks that can be applied
to a variety of substrates
with exceptional print
definition. With more
than 1,000 products
and counting, Creative
Materials has been helping
its customers launch new
products, improve product
performance, and pursue
new entrepreneurial
endeavors for 26 years.
GARDEN SPOT
DISTRIBUTORS
New Holland,
Pennsylvania
Garden Spot Distributors
is a wholesale distributor
of organic, natural, and
specialty foods. With more
than 30 years in the health
food industry and more
than 1,200 products in its
inventory, Garden Spot
prides itself on finding
unique product lines that
enable its customers to
stay on trend and offer
competitive alternatives.
INSULATION
FABRICATORS, INC.
Hammond, Indiana
Since 1979, Insulation
Fabricators, Inc. has
specialized in high-quality
mechanical insulation
fabrication for a wide
variety of applications, from
pipes to vessels, panels,
ductwork, and boilers.
With the Midwest’s largest
inventory, Insulation
Fabricators often delivers on
next-day delivery, helping
their customers with
scheduling flexibility and
saving money at the job site.
JOBAR
INTERNATIONAL, INC.
Carson, California
Founded in 1972, Jobar
International, Inc.
is an internationally
respected market leader
in the consumer products
industry. With more than
700 items in its inventory
and adding 100 products to
its line annually, Jobar is one
of the top catalog suppliers
worldwide with ongoing
growth in sales through
the Internet and traditional
brick-and-mortar retailers.
Jobar will expand its global
reach in 2014 by opening a
new supply chain/logistics
operation, warehousing
and distributing goods
throughout Europe.
MACHO
PRODUCTS, INC.
Sebastian, Florida
For more than 30 years,
Macho has been a leader in
the martial arts industry,
offering an original line
of martial arts sparring
gear, uniforms, training
equipment, weapons, and
accessories.
MODERN GROUP LTD.
Bristol, Pennsylvania
Modern Group helps
maximize uptime for
customers with quick parts
delivery and emergency
service 24 hours a day,
seven days a week.
Modern Group represents
off-road equipment
manufacturers that serve
a wide range of businesses
including construction,
landscaping, municipal
government, excavating,
utilities, recycling and
scrap handling, maritime,
warehousing, and
manufacturing.
NEGWER
MATERIALS, INC.
St. Louis, Missouri
Negwer Materials supplies
interior construction
products in central and
eastern Missouri and
central and southern
Illinois. Its products include
acoustical systems, door
systems, exterior wall
systems, fasteners and tools,
interior wall systems, and
cold-formed steel truss
systems for contractors,
architects, and designers.
Winter 2014 | 23
800.997.9921 www.altec-inc.com
nloc o otential o im o e e ciencie an i ni cant co t a in . e t e owe o o ic o o t
namic ol tion co le wit doc-link ti t inte ation to inc ea e cont ol oc ment i i ilit
o cti it an c tome e ice. it t e e atilit o doc-link o can ma e an oce o e a tment into a
a e le one.
doc-link oc ment mana ement an wo ow ol tion i t e e to a tomatin an accele atin o ine
oce e .
doc-link™ The Keyto Going
Paperless
Winter 2014 | 25
Ah, the Information Desk at NAVUG™
Forum. A grand place to hang out, get
information, and look for free stuff.
What do you think was the most popular
question at the Information Desk at this
year’s event?
What would you name this photo? Simply
email your submission to Captioncontest@
NAVUG.com. The winning submission will
be printed in the magazine’s next issue.
Congratulations!
Congrats to SCOTT SLOAN from
INSULATION FABRICATORS, INC for
his winning submission, “Little did he
know, this would be his punishment for
posting outside of the allowed posting
date.” Scott – your prize is in the mail!
NAME THAT PHOTO CONTEST
With TARGIT’s BI & Analytics for NAVEveryone in your organization sees and shares the same goalsand objectives. No more static reports, but dynamic analysesthat gives you the courage to act.
TARGIT is the world’s largest BI vendor for MS Dynamics NAVand TARGIT BI Accelerator is certified for Microsoft Dynamics NAV.
www.targit.com
Zoom in on your objectives
CERTIFIED FOR
NAV 2013
28 | NAVUG Magazine
1. Basic Calculations in Amount Fields
» +-*/ may be used in amount fields. (e.g. 115*20/23)
» Only the result is retained
2. Use sort key to speed up filtering on large data sets
» Select sort option
» Choose a sort key that contains the field you are filtering on
» Apply your filter
3. Remember you can filter from a card screen
» Click in field
» Select filter button
» Enter filter
Five Tips & Tricks for Classic Users
t t&TIPS & TRICKS
•
•
Winter 2014 | 29
4. Faster way to enter dates 5. Payment Term Formulas (*Note: Sequence makes a difference)
30 | NAVUG Magazine
» Right click journal line, select “paste rows”
» Pasted into journal Note: need same columns in same order
4. Windows feature to show hot keys works in Microsoft Dynamics NAV
» F10 to show menu shortcuts
» Then Shift+letter to show next level. Just like Office!
5. Apply defaults and make fields mandatory when importing
» Configuration package allows assignment of master template to
be used by import NAVUG
t t&TIPS & TRICKS
1. Save Filtered List to Role Center
» Filter your list, select menu option to save
» Give it a name
2. Navigate using the address bar
» You can drilldown on components of the address bar
3. Copy and paste journal lines from Excel
» Copy data from Excel
Five Tips & Tricks for RTC Users
Don’t be ri-Dick-ulous, Be a Hiro with Lanham EDI
One Meca Way, Norcross, GA 30093 678-379-4200 www.lanhamassoc.com
Most used EDI solution for NAV
Largest document map library
Built inside NAV
All cross references and translation inside NAV
Ability to map directly to NAV fields
Visibility to sent and received data inside NAV
Lowest Total Cost of Ownership
Competitively priced VAN and/or AS2 Direct Connect
Unparalleled access to data
Available your way: In-house control Collaborative Outsourced EDI
Here’s why 60,000+ people depend on Lanham EDI Every Day:
159
344
400
242
156
32 | NAVUG Magazine
Winter 2014 | 33
Mark your calendar... to meet us in St. Louis!
The Week of October 13, 2014
NAVUGsummit.com
Session slides shared viaNAVUG Forum 2013 Tampacommunity on Collaborate
34 | NAVUG Magazine
NAVUG: Tell me about Fastpath.Andy Snook (AS): We provide security, audit, and compliance solutions for Microsoft Dynamics. Our team of certified internal auditors has analyzed the unique challenges presented by Microsoft Dynamics NAV and has developed audit templates, segregation of duties rules, and key audit reports that make continuous compliance achievable.
NAVUG: What products do you have available to help Users with their compliance needs? AS: Compliance is our business. Our Assure tool enables continuous compliance by efficiently identifying security conflicts by User and providing the necessary documentation to satisfy both internal and external reporting requirements. Second, our Audit Trail tool tracks all changes to Microsoft Dynamics NAV data allowing you to see the User initiating the change, the source of the change, and before/after values. It functions much the same as the Microsoft Dynamics NAV change log, but is much more flexible and the data can more easily be retrieved via prebuilt or customized reports. Finally, for Microsoft Dynamics NAV 2013 we have Config AD. It manages all aspects of Microsoft Dynamics NAV User provisioning from Active Directory, removing the need for administrator access in Microsoft Dynamics NAV and streamlining the new hire, User change, and termination processes.
NAVUG: Does it take long to get up and running on your products?AS: We have audit tools set up so Customers can be up and running, auditing, and continuously monitoring their systems in a matter of days or even hours. Whether Customers are looking to comply with Sarbanes Oxley, public sector, or non-profit regulations or just want audits to go easier, we’re their guys.
NAVUG: Are your products available out of the box or are they configured for the Customer?AS: We have templates available out of the box, but each company can configure the product to meet their risk profile. For example, a financial services firm would want to monitor their systems constantly for internal fraud, whereas an office environment would want to monitor their systems constantly for internal fraud.
NAVUG: Can you be innovative in your field or is a lot of what you do government-mandated? AS: The methodology we built is innovative based on our approach to audits in the enterprise space.
At the end of the day, companies need to be responsible for their financial data, but doing it in the least intrusive way possible is our innovation.
One example of our innovation is that people want to simplify their very complex compliance process. Typically, compliance has been a very manual process equating to weeks and months of digging through reams of paper reports filled with IT jargon. We have automated this process to deliver the key data, in plain English, which allows companies to focus on analysis and distribute the information to business process owners resulting in more effective reviews. That’s just the right way to do things, and it gives people some much needed time back in their day.
In the end, most of the regulations are the same, but it comes back to do you know who has access to your system, and do you know what they’re doing with it.
NAVUG: Anything coming out in 2014 for Microsoft Dynamics NAV Users?AS: Yes. We are very excited about our new Review Planner which will allow Users to assign, manage, and track the reviews of critical reports. It will sync with Outlook to notify Users they have an upcoming review and upon login, they will have a list of reports that need to be reviewed. This is a great tool for Users because they don’t have to remember their reviews; the information is readily available. It’s also great for the audit team as they can monitor if the reviews are being done on time by Users.
NAVUG: What does a User gain from working
with Fastpath?AS: We really understand the challenges associated with analyzing access, reducing risk by monitoring and identifying conflicts in segregation of duties, and making system changes, and we have built a specific methodology to support companies’ best practices in security and compliance regulations. We also have a team of former Sarbanes Oxley auditors who have come together to build templates for use with Microsoft Dynamics, which means we’re able to take that workload off our Customers. NAVUG
Andy Snook
isv partner member showcase
NAV
AVUG N
A
VUG N
AVUG N
UG N
AVUG N
AVUG
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG N
A
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVU
GNAVU
G N
AVUG N
AVUG N
AVUG N
AV
UG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG
N
AVUG N
AVUG N
AVUG N
NAVU
G N
AVUG N
AV
NAVU
G N
AV
GNAVU
UG
COMPANY
Fastpath, Inc.
HEADQUARTERS
Des Moines, Iowa
INTERVIEWEE
Andy Snook, president
PHONE
515-276-1779
WEBSITE
www.gofastpath.com
ESTABLISHED
2004
NAVUG™ PARTNER
MEMBER SINCE
2010
Winter 2014 | 35
Who is a person who interests you on Twitter/Facebook/LinkedIn right
now?
@leaninorg, @gregkyte, @evenanerd, @elonmusk, @AICPA_JofA, and
@MSFTDynamicsERP
On my desk right now are...
Water, iPhone, and not a shred of paper to be found other than Post-it®
notes!
My 3 goals for 2014…
1) Get my company re-implemented to Microsoft Dynamics NAV
2013 on time and on budget; 2) Keep sharing great info with
the Microsoft Dynamics NAV community and on my blog (www.
dynamicsnavfinancials.com); 3) Find more Customers to share their
best practices with each other through NAVUG!
What I do when I’m not at work, I’m…
Blogging, tweeting, and sharing info about Microsoft Dynamics NAV
with the UG community; having a great adventure of a life with my
husband and two dogs; camping and gardening in the five warm
months we get in Minnesota!
The best advice I ever received…
“Don’t wish it were easier, wish you were better.
Don’t wish for fewer problems, wish for more skills. Don’t wish for
less challenges, wish for more wisdom.” - Earl Shoaff
“Just keep swimming!” - Dory from “Finding Nemo”
Kerry Rosvold, corporate
controller at Augsburg
Fortress, has been
selected as the NAVUG™
Volunteer of the Quarter.
Congrats, Kerry!
5MINUTES
VOLUNTEERWITH NAVUG’S
OF THE QUARTER
Zetadocs for NAV is a ready-made, document management add-on designed specifically for Microsoft Dynamics® NAV. Zetadocs offers out-of-the box functionality and customizable options, allowing NAV users to build a true paperless solution that is designed around their particular business needs or budget. Eliminate time-consuming, costly and cumbersome paper-based processes with Zetadocs for NAV.
Why Zetadocs for NAV?> Saves time and costs by producing, sending, filing and automating document retrieval
> Improves customer service by helping finance, sales and customer service teams respond more quickly to inquiries by having everything on screen
> Reduces carbon footprints by cutting the amount of paper printed, stored and delivered
Visit our website or contact us today to learn more about the Zetadocs suite. www.zetadocs.com | 770.772.7201
Microsoft Dynamics NAV 2013 is here. Zetadocs for NAV is ready.
Are you?
Capture Deliver
Share
Approve
© Equisys Inc 2012. All trademarks acknowledged. All information accurate at time of publication.
Zetadocs for NAV is now certified for Microsoft Dynamics NAV 2013!
NAVUG™ Academy strives to be the premier learning destination for all Microsoft
Dynamics NAV professionals. Here’s what some of your fellow NAVUG Members are
saying about the most recent NAVUG Academy training classes they took in Tampa,
Florida prior to NAVUG Forum 2013.
Advanced Topics in MRP:
“Bob Bergman was our instructor, and he was fabulous. He recognized that
participants as a whole were not at an advanced level, so he tailored the class material
to meet our level.”
Account Schedules and Analysis Views:
“Class was well organized, the material was well presented and very relevant. The
instructor was very helpful and took the time to make sure everyone was following the
material and completed the hands-on activities.”
“Kerry did a fantastic job. She knows her topic without question and handled a class
with various levels of knowledge with extreme professionalism. Thank you!”
Creating Views and Reports with SSRS:
“Everything in this class was top-notch. Excellent instructor and very logically laid-
out curriculum.”
We are very excited to continue to bring you incredibly rich content in 2014,
content that is generated by listening to you, our NAVUG Members. If you have
recommendations or feedback as we plan for the 2014 NAVUG Academy lineup, please
contact us [email protected]. NAVUG
NAVUG
Academy Corner
www.NAVUG.com/ member-resources/academy
learna c adem y cor ner
VU
UG N
AV
G N
AVUG N
A
G N
AVUG N
AVUG N
NAVU
G N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVU
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
GNAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG
GNAVU
G N
AVUG N
AVUG N
UG N
AVUG N
AVUG N
A
VUG N
AVUG N
AV
AVUG N
AVU
NAVU
G
N
Winter 2014 | 37
G
NAVU
G
NAVU
G N
AVU
AVUG N
AVU
VUG N
AVUG
UG N
AVUG
G N
AVUG N
A
NAVU
G N
A
AVUG N
AV
AVUG N
AVU
UG N
AVUG
G N
AVUG
N
NAVU
G N
A
NAVU
G N
AV
AVUG N
AVU
VUG N
AVUG
UG N
AVUG
G N
AVUG
N
NAVU
G N
A
NAVU
G N
AV
AVUG N
AVU
VUG N
AVUG
UG N
AVUG
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
VUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG
NAVU
G N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
A
UG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AV
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVUG N
AVU
VUG N
AVUG
UG N
AVUG
G N
AVUG N
A
NAVU
G N
A
AVUG N
AV
AVUG N
AVU
UG N
AVUG
UG N
AVUG
N
G N
AVUG N
A
NAVU
G N
AV
AVUG N
AVU
VUG N
AVUG
UG N
AVUG
G N
AVUG
N
NAVU
G N
A
NAVU
G N
AV
AVUG N
AVU
VUG N
AVUG
UG N
AVUG
G N
AVUG N
NAVU
G N
A
VUG N
AV
AVU
AVVVVVVVUUUUUUU
VUUUUUGGG
UGGGGG
GGG NNNN
NNNNNAAAA
NAAAAAVVVV
AVVVVVUUUU
VUUUUUGGGG
UGGGGG
NN
G NNNNN
AA
NNNAAAAAVV
AAAAAVVVVVUU
VVVVUUUUUGG
UUUUUGGGGG
GGGGGNNNN
G NNNNN
AAA
NAAAAAVVVV
AAAVVVVVUUU
VVUUUUUGGG
UUGGGGG
GGG NNNN
VVVUUUUUGGG
UUGGGGG
N
GGGG NNNNN
NNNNNAAAAAV
NAAAAAVVVVV
AVVVVVUUUUU
VUUUUUGGGG
UGGGGG
N
GG NNNNN
A
NNNNNAAAAAV
AAAAAVVVVVU
VVVVVUUUUUG
UUUUUGGGGG
GGGGG NNN
NNNNNAA
NNNAAAAAVVV
AAAAAVVVVVUU
VVVUUUUUGG
UUUUGGGGG
GGGGG NNNNN
Congratulations to our Fall 2013 contest
winner, Kelly Chlebowski from
Trachte Building Systems! Kelly found
the logo on page 17 of the Fall 2013 issue
of NAVUG™ Magazine. Let’s play again.
Hidden somewhere between the covers of
this magazine is our NAVUG logo.
Can you find it?
While our logo shows up throughout
the magazine in conventional spots, it’s
hidden in only one place.
When you’ve found it, send an email to [email protected] with
an explanation of where and on what
page it’s at. We’ll choose a winner at
random and will highlight him/her in the next issue of the magazine.
actionM E M B E R I N
A Signifi cant Payback
One aspect of his work that Brian says he feels particularly good
about is a study conducted by the National Industries for the Blind,
which determined that for every dollar spent on products and ser-
vices manufactured by organizations such as Lighthouse for the
Blind, $3.33 is returned to the customer via decreased transfer pay-
ments, such as Medicaid and Social Security Disability Income, and
increased income and FICA taxes, thereby saving taxpayers money
while fulfi lling an important social mission.
Lighthouse Gives Back
Lighthouse for the Blind’s 2013 investment in community pro-
grams is $1.5 million. Th e investment occurs in many ways, one of
which is by supporting 15 community enrichment programs for the
blind in Missouri and southwestern Illinois. Some programs off er
camps with activities such as rock climbing and other sports while
others focus on helping people become more confi dent in indepen-
dent living skills such as banking, laundry, and cooking. One pro-
gram sends youth to space camp in Huntsville, Alabama where they
participate in various activities including simulated space missions
using Braille mission instructions, as well as Braille labeled switches,
buttons, and levers.
Keeping it Running
To keep the operation running smoothly, Lighthouse for the Blind
deployed Microsoft Dynamics NAV in March 2012. Much of the
functionality it relies on in the solution for is typical of companies
in the manufacturing industry. It’s used for fi nance and accounting,
order entry, shipping, billing, planning, routing, bills of materials –
essentially the entire manufacturing process.
But the product has distinguished itself for Lighthouse for the Blind
in numerous ways. First, it’s compatible with other popular Microsoft
products. Since the screens are familiar and more simply laid out,
they are easier for people with vision impairments to navigate. Th e
solution also works better with screen magnifying and screen read-
ing technology than the company’s previous software as well as other
software considered before choosing Microsoft Dynamics NAV.
Finally, the auditors like it. “Th e auditors were expecting a mess,
but we’re in better shape than any organization they’ve seen before
that just went through a transition to a new ERP system,” Brian says.
“Th at’s because of our work, our Partner, and the technology.”
Joy of Working
Lighthouse for the Blind employs people who are blind or legally
blind at all levels, from the manufacturing fl oor – where employees
earn prevailing wages – to the sales team. While his position is like
many other jobs in that some days are better than others, Brian says
that even after a decade he has yet to wake up dreading going to
work. “Work is like a social network here,” he says. “People meet
other people who have similar issues and challenges, and together
they help each other solve them. So it’s a very social environment,
almost like a family.” NAVUG
Fall 2013 17
Significant Payback
One aspect of his work that Brian says he feels particularly good
out is a study conducted by the National Industries for the Blind,
hich determined that for every dollar spent on products and ser-
ces manufactured by organizations such as Lighthouse for the
nd, $3.33 is returned to the customer via decreased transfer pay-
ents, such as Medicaid and Social Security Disability Income, and
creased income and FICA taxes, thereby saving taxpayers money
hile fulfi lling an important social mission.
ighthouse Gives Back
Lighthouse for the Blind’s 2013 investment in community pro-
ams is $1.5 million. Th e investment occurs in many ways, one of
hich is by supporting 15 community enrichment programs for the
nd in Missouri and southwestern Illinois. Some programs off er
mps with activities such as rock climbing and other sports while
hers focus on helping people become more confi dent in indepen-
nt living skills such as banking, laundry, and cooking. One pro-
am sends youth to space camp in Huntsville, Alabama where they
rticipate in various activities including simulated space missions
functionality it relies on in the solution for is typi
in the manufacturing industry. It’s used for fi nance
order entry, shipping, billing, planning, routing, bi
essentially the entire manufacturing process.
But the product has distinguished itself for Lighth
in numerous ways. First, it’s compatible with other p
products. Since the screens are familiar and more
they are easier for people with vision impairments
solution also works better with screen magnifying
ing technology than the company’s previous softwar
software considered before choosing Microsoft Dyn
Finally, the auditors like it. “Th e auditors were e
but we’re in better shape than any organization th
that just went through a transition to a new ERP sy
“Th at’s because of our work, our Partner, and the te
JoyJoyJoy oy ooy ooy ofy ofofoffJooy o WorWorki Wo W ng ng
Lighthouse for the Blind employs people who ar
blind at all levels, from the manufacturing fl oor –
earn prevailing wages – to the sales team. While h
C O N T E S T
logofind the
38 | NAVUG Magazine
Introducing The List MOBILENow you can get The List To Go!
Search for the products and services
you need with the new Mobile version of
The List! Add it to your home screen from:
www.thelistmobile.com or simply
scan the QR code below:
Table of Contents
Industry...................Page 40
Horizontal................Page 43
Services...................Page 49
The List from The Partner Channel® is your tool for fi nding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and
service off erings available and you may just fi nd exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that
work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would
like included on The List, please contact [email protected].
NOTE: The Partner Channel and Dynamic Communities off ers 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
40 | NAVUG Magazine
Data Masons Software
http://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.
Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions off ers aff ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inven-tory to maximize profi ts.
Flintfox International Limited
http://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 http://www.highjump.com/truecommerce 888-205-1531 ext. 1 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 http://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. 92,000+ users worldwide. Unprecedented visibility.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Cross Industry Solution
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with in-tegrated Corporate & Personal Credit Cards, Cloud or On Premise.
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Datahaven for Dynamics http://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.
ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workfl ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a real-ity – without breaking your budget.
kCentric Technologies Inc
http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Finance/Banking
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Food and Beverage
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Appolis http://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.
ASC Software http://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.
IndustryIN
DU
STR
Y
Apparel
Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI EDI your way: In-house control, Collaborative, or Outsourced. Total solution, AS2 and VAN for Lower Cost of Ownership. More documents and users than any other provider for NAV. Great references. Quick startup.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
Automotive
Data Masons Software
http://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
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 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
http://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.
Consumer Packaged Goods
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Winter 2014 | 41
Beck Consulting http://www.bcfooderp.com 800-456-1970 ext. 110 bcFood Built for the food industry, provides: Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, Allergen Control, Import/Export, BI, Promotions, Trade and EDI.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions off ers aff ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inven-tory to maximize profi ts.
Flintfox International Limited
http://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 http://www.highjump.com/truecommerce 888-205-1531 ext. 1 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.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 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.
Lanham Associates http://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 2000 companies live.
Metafi le Information Systems, Inc.
http://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.
RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Vicinity Manufacturing
http://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.
Government
Solver
http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invalu-able tools.
Healthcare
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.
Sierra Workforce Solutions
http://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.
Solver
http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare provid-ers better manage their performance through user-friendly planning, bud-geting, reporting, dashboard and data warehouse tools running on a cost-effi cient Microsoft platform.
High Tech and Electronics
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 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 http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Industrial Equipment
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 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.
Insurance
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Manufacturing
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Beck Consulting http://www.bcfooderp.com 800-456-1970 ext. 110 bcFood Built for the food industry, provides: Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, Allergen Control, Import/Export, BI, Promotions, Trade and EDI.
Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions off ers aff ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inven-tory to maximize profi ts.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 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.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 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 http://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. Works with Inventory items as components or fi nished goods. Gain visibility & control.
IND
USTR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
42 | NAVUG Magazine
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Metafi le Information Systems, Inc.
http://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.
Sierra Workforce Solutions
http://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.
Vicinity Manufacturing
http://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.
Non-Profit Organizations
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-Profi ts GL Distributions, Budgets, Audit Trails, Requisition & Expense.
Sierra Workforce Solutions
http://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.
Pharmaceuticals
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Solution for Pharmaceutical-AxoPHARM Computer System Validation (CSV), GxP, 21 CFR Part 11 Compliance. Manage compliance & validation along with your Dynamics implementation by utilizing our toolkits for FDA & Health Canada compliance. www.AxoPHARM.com
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 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.
Property Management
360 Visibility Inc. http://www.360propertymanagementsoftware.com • 905-907-3600 360 Property Manager Written using the Microsoft Dynamics NAV, 360 Property Manager© a end-to-end property management software that helps you manage your entire Real Estate life cycle and enhance the ultimate value of your property.
Rentals
Open Door Technology http://www.opendoor.ca 877-777-7764 ext. 102 Open Door Rental Software (formerly Rental Management) Dynamics NAV solution for equipment rental. Resellers welcome. On premises and cloud options available. Preventative maintenance and mobility.
Retail
Avalara, Inc.
http://www.avalara.com • 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi lling and remittance solution for Microsoft Dynamics.
kCentric Technologies Inc
http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.
Metafi le Information Systems, Inc.
http://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.
Solver
http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eff ective promotions, purchase merchandise that matches customer regional buy-ing preferences, and improve staffi ng.
Software
Corporate Services
http://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 .
Warehouse Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Appolis http://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.
ASC Software http://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.
Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE Warehousing© Flexibility from basic to advanced func-tionality. Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration.
Wholesale Trade: Durable Goods
Data Masons Software
http://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.
Flintfox International Limited
http://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).
kCentric Technologies Inc
http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.
Lanham Associates http://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 2000 companies live.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Wholesale Trade: Non-durable Goods
Lanham Associates http://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 2000 companies live.
IND
UST
RY
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Winter 2014 | 43
Analytics
TARGIT
http://www.targit.com • 813-933-4600 TARGIT Decision Suite TARGIT is the world’s largest Business Intelligence vendor for companies using Microsoft Dynamics NAV or AX, and is recognized by Gartner and BARC for user-friendliness, visualization, and innovation.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.
Barcode Data Collection
Dynamic Manufacturing Solutions
http://www.dynms.com • 780-988-0215
NEW: Time Collection, Warehouse Mobile Data Collection Decision support and barcoded data collection for warehousing, production and time and attendance. Supports all NAV versions and confi gurations.
Budgeting
deFacto Global, Inc.
http://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 http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. We’ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...
Solver
http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eff ective promotions, purchase merchandise that matches customer regional buy-ing preferences, and improve staffi ng.
Solver
http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare provid-ers better manage their performance through user-friendly planning, bud-geting, reporting, dashboard and data warehouse tools running on a cost-effi cient Microsoft platform.
Solver
http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invalu-able tools.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.
Business Intelligence
Accountable Software
http://www.accountable.com • 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.
deFacto Global, Inc.
http://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.
Halo Business Intelligence
http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.
Solver
http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eff ective promotions, purchase merchandise that matches customer regional buy-ing preferences, and improve staffi ng.
Solver
http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare provid-ers better manage their performance through user-friendly planning, bud-geting, reporting, dashboard and data warehouse tools running on a cost-effi cient Microsoft platform.
Solver
http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invalu-able tools.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
TARGIT
http://www.targit.com • 813-933-4600 TARGIT Decision Suite TARGIT is the world’s largest Business Intelligence vendor for companies using Microsoft Dynamics NAV or AX, and is recognized by Gartner and BARC for user-friendliness, visualization, and innovation.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.
Business Process Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workfl ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a real-ity – without breaking your budget.
Metafi le Information Systems, Inc.
http://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.
ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate invoice processing by elimi-nating data entry, manual approvals & fi ling with capture, workfl ow & reporting integrated with Dynamics.
Tribridge http://www.concertocloud.com • 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
Check Printing
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
HorizontalH
OR
IZON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
44 | NAVUG Magazine
Compliance
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.
Fastpath Solutions, Inc
http://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
http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fi xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.
Credit Card/Check Processing
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.
Customer Relationship Management
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 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.
Tribridge http://www.concertocloud.com • 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
Data Integration
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems.
Data Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Distribution
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built specifi cally to make the EDI process in NAV easy to manage and cost effi cient to deploy.
Beck Consulting http://www.bcpacknship.com 800-456-1970 ext. 110 bcPackNShip bcPacknShip is the easiest and most effi cient way to ship via UPS, FedEx and USPS. Packaging details are stored in NAV in a fully EDI compliant format; UCC labels can be designed and printed directly from NAV.
Lanham Associates http://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 2000 companies live.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Document Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Datahaven for Dynamics http://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.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workfl ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a real-ity – without breaking your budget.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800
NEW: MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
Metafi le Information Systems, Inc.
http://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.
E-commerce
Avalara, Inc.
http://www.avalara.com • 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi lling and remittance solution for Microsoft Dynamics.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Winter 2014 | 45
HO
RIZO
NTA
L
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl. Amazon, Magento, BigCommerce, eBay+
kCentric Technologies Inc
http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.
EDI
Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built specifi cally to make the EDI process in NAV easy to manage and cost effi cient to deploy.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Data Masons Software
http://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.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Web EDI solution eliminates transac-tion fees – over 1000 trading partners.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce • 888-205-1531 ext. 1 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 http://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. 92,000+ users worldwide. Unprecedented visibility.
Lanham Associates http://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.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
Electronic Document Delivery (Email)/Faxing
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Datahaven for Dynamics http://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.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Electronic Signatures
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Expense Solutions
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
DynamicPoint http://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.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace Expense Integrates web submission of expense reports, automatic routing, and elec-tronic approvals of individual line-item expenses.
Field Service Management
FieldOne Systems
http://www.fi eldone.com • 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of fi eld service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.
General Ledger
Infi nia Integrator http://www.ExcelIntegrator.com • 260-485-0665 Infi nia Integrator GL Allow users to Copy-Paste-Import journal entries from Excel to Dynamics.
HR Management
Corporate Renaissance Group
http://www.crgroup.com • 613-232-4295 emPerform emPerform is an easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.
Inventory Management
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and effi ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.
Lanham Associates http://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. Works with Inventory items as components or fi nished goods. Gain visibility & control.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
46 | NAVUG Magazine
Lanham Associates http://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.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Invoicing Enhancement
DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to eff ectively automate, real-time management of invoice to payment processing.
ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate invoice processing by elimi-nating data entry, manual approvals & fi ling with capture, workfl ow & reporting integrated with Dynamics.
Job Costing
Sierra Workforce Solutions
http://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.
Labeling
Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Label Formatter Formats customized and carrier labels inside the shipping system.
Manufacturing Enhancement
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 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.
Marketing Automation
SalesFUSION, Inc. http://www.salesfusion.com • 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.
NAV and CRM Integration
SalesFUSION, Inc. http://www.salesfusion.com • 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.
Payables Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to eff ectively automate, real-time management of invoice to payment processing.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workfl ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a real-ity – without breaking your budget.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800
NEW: MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
ReQlogic http://www.reqlogic.com • 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solu-tions for eProcurement, requisitions, vendor invoices, expense reports and advanced workfl ow.
Payroll Enhancement
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
Sierra Workforce Solutions
http://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.
Portals
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 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.
Procurement Management
DynamicPoint http://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 http://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.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Winter 2014 | 47
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
ReQlogic http://www.reqlogic.com • 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solu-tions for eProcurement, requisitions, vendor invoices, expense reports and advanced workfl ow.
Product Lifecycle Management
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Purchase Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with in-tegrated Corporate & Personal Credit Cards, Cloud or On Premise.
DynamicPoint http://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.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Quality Control
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 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.
Reconciliation
Adra Match http://www.adramatch.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumber-some spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with Balancer.
Adra Match http://www.adramatch.com • +44 207 868 5171 ACCOUNTS – Transaction Matching Software Accounts is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.
Adra Match http://www.adramatch.com • +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match. By using three information sources - the payment fi le, open invoices and the customer register - the system matches all incoming payments.
Reporting
Accountable Software
http://www.accountable.com • 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.
deFacto Global, Inc.
http://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.
Solver
http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eff ective promotions, purchase merchandise that matches customer regional buy-ing preferences, and improve staffi ng.
Solver
http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare provid-ers better manage their performance through user-friendly planning, bud-geting, reporting, dashboard and data warehouse tools running on a cost-effi cient Microsoft platform.
Solver
http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invalu-able tools.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
TARGIT
http://www.targit.com • 813-933-4600 TARGIT Decision Suite TARGIT is the world’s largest Business Intelligence vendor for companies using Microsoft Dynamics NAV or AX, and is recognized by Gartner and BARC for user-friendliness, visualization, and innovation.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.
Sales Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 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.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Security
Fastpath Solutions, Inc
http://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.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
48 | NAVUG Magazine
Shipping/Manifesting
ChargeLogic http://www.chargelogic.com • 877-292-2520
NEW: ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking.
Lanham Associates http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Shipping from sales order through manifest. Package carriers available.
Supply Chain Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
ASC Software http://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.
Data Masons Software
http://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.
Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions off ers aff ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inven-tory to maximize profi ts.
Lanham Associates http://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 2000 companies live.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
System Enhancement
DynamicsDownloads
http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!
Tax
Avalara, Inc.
http://www.avalara.com • 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi lling and remittance solution for Microsoft Dynamics.
Time and Attendance
Sierra Workforce Solutions
http://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.
Trade Promotion Management
Flintfox International Limited
http://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).
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade manage-ment for Microsoft Dynamics.
Workflow / Notifications
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Datahaven for Dynamics http://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.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Workfl ow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workfl ows integrated with Dynamics GP, NAV and CRM.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
Integrity Data
http://www.u-linc.com 217-732-3737 ext. 0203 U-LINC®, Powered By Integrity Data Workfl ow and notifi cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your exist-ing system, is fl exible and easy to use, improving organizational performance.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800
NEW: MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document manage-ment repository. Integrated document management and workfl ow.
Metafi le Information Systems, Inc.
http://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.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Winter 2014 | 49
Services
SERV
ICES
Application Service Provider/Hosting
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Myappsanywhere by NetStandard
http://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.
Rose Business Solutions, Inc
http://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 http://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.
Business Portal Development
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.
Cloud Computing
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Data Resolution, LLC
http://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. http://www.goiwx.com 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud. 30 day free trials available.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800
NEW: MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.
Tribridge http://www.concertocloud.com 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
WatServ http://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.
Custom Development
Sierra Workforce Solutions
http://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.
Email Marketing
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 E-Mail Content and Services Get access 24x7 to an online library full of unique newsletter content or elect the full-service options to nurture your pipeline of leads.
HR & Payroll Implementation & Consulting
Sierra Workforce Solutions
http://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.
Implementation Services
Sierra Workforce Solutions
http://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.
Managed Services
RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
Marketing Planning & Services
Looking Glass Marketing
http://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.
The Partner Marketing Group
http://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.
Member Organizations
Dynamic Communities
http://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.
OnDemand Trials
Rose Business Solutions, Inc
http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfi gured Microsoft Dynamics AX, GP, NAV, and CRM demo environments with integrated ISV solu-tions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
50 | NAVUG Magazine
SER
VIC
ESSales Tax Management Service
Avalara, Inc.
http://www.avalara.com • 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi lling and remittance solution for Microsoft Dynamics.
SharePoint Development
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.
Social Media
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 732-237-8795 Butterfl y Publisher Join Dynamics partners on Butterfl y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eff ective!
Training
Accolade Publications, Inc.
http://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.
Writing/Documentation Services
All Abuzz, LLC http://www.allabuzz.net • 303-956-9677 All Abuzz Business Writing & Marketing Sales Literature, Web Content & Consulting. Bring in new business with powerful, eff ective, copy. Together, we'll make your words work!
The Partner Marketing Group
http://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.
Share your thoughts about The List with us and you could be
quoted in the next issue of The List!
Email [email protected] and share your story/
message/quote.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Winter 2014 | 51
Get Your Hands On The List To Go!Keep an up-to-date list of Microsoft Dynamics
products and services in your pocket anywhere
you go. Add The List: Mobile to your mobile
device from www.thelistmobile.com
Search by company name, keyword, or fi lter
by Microsoft Dynamics product line to fi nd
the products you need.
Connecting you with the Microsoft Dynamics® NAV User Group Community anytime, on any device!
community.navug.com
Not Collaborating? Complete your
today to maximize your NAVUG