2016 q2/q3
DESCRIPTION
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Change ManagementUNDERSTAND THE LIMITS
WWW.AXUG.COM
Systems AnalysisWHAT TO KEEP, WHAT TO DITCH
Q2 2016
5PRINCIPLES TO LIVE BY
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Q2 2016 www.axug.com
In Every Issue
5 From the AXUG Chairman
7 Events
8 Meet Your Peers
13 Welcome to Our New Members
14 Chapter News
21 Focus on Education
24 Academy Corner
25 AXUG Bingo
34 What’s New on the AXUG Website
35 Name That Photo Contest
42 Trending Topics
43 Word Find
52 Volunteer of the Quarter: Paul Martin
60 On Topic
71 The AX List, from The Partner Channel Features
16 Humans of AXUG Aubrey Conrad
18 Systems Analysis
22 Tips & Tricks Using Microsoft Excel and Microsoft Word to Create Filter Lists
26 Academy Instructor Spotlight Matthew Hill
28 Don’t Forget the End User Training
32 Tips & Tricks Best Practices on Microsoft Dynamics AX Security Implementation
36 Microsoft Showcase Microsoft Dynamics Public Sector Team
38 Change is Good: Principles to Live By
40 Expanded Volunteer Program
44 VAR Partner Solution Showcase Western Computer
48 Understanding the ERP System Limits Regarding Change Management
54 ISV Partner Solution Showcase Merit Solutions
58 Change: What Does it Mean to You
62 Tips & Tricks Sales Trade Agreement Setup Tips
64 Industry Showcase Telecommunications
66 Phased and Focused: Implementing Change with Ease
68 AXUG Member Get a Member Program
69 Tips & Tricks Clean Up Your Inbox Act!
Change ManagementUNDERSTAND THE LIMITS
WWW.AXUG.COM
Systems AnalysisWHAT TO KEEP, WHAT TO DITCH
Q2 2016
5PRINCIPLES TO LIVE BY
Advertiser Index
Altec . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Arbela Technologies. . . . . . . . . . . . . . . 2
Avitas . . . . . . . . . . . . . . . . . . . . . . . . . 57
AXSource . . . . . . . . . . . . . . . . . . . . . . 53
AXUG Chapter Sponsors . . . . . . . . . . 68
AXUG European Congress . . . . . . . . 51
AXUG Focus . . . . . . . . . . . . . . . . . . . . 56
AXUG Summit . . . . . . . . . . . . . . . . 31, 70
Client Strategy Group. . . . . . . . . . 46-47
Globe Software. . . . . . . . . . . . . . . . . . 12
k-eCommerce . . . . . . . . . . . . . . . . . . . 17
Merit Solutions, Inc. . . . . . . . . . . . . . . . 6
MetaViewer from Metafile . . . . . . . . . 84
Solver . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Thomson Reuters . . . . . . . . . . . . . . . . 33
contents
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Welcome to the Q2 issue of AXUG® Magazine! The theme for this issue is
change management, a very appropriate theme this time of year as spring,
in the Northern Hemisphere, is definitely a time of change. Winter has had
its last frost, and the warmer weather is making its appearance along with
many crocuses and daffodils.
Change can be a good thing – it’s the reason for improvements in products and processes
and can act as a driver of invention. It just feels good to make things better, either personally
or professionally. Change always seems to be best when we are the ones creating or driving
the change. But what about those times when change happens, and we have no control over
it? For example, changes in an organization either from an acquisition, merger, downsizing, or
expanding. We all want our company to succeed, and we would like to be part of that success,
but how do we know where we fit in after a major reorganization? What will the new org chart
look like? What is my revised career path? Who am I reporting to or who is now reporting to
me? While change in organizations can be a very positive experience, it is often times filled
with uncertainty and anxiety.
This issue focuses on these types of questions that surround change management. How does
a company communicate upcoming changes both internally and externally? What analyses
are down to review systems – what needs to be upgraded? Sunset? What’s redundant? Or
what needs to be changed so new systems can work together?
This issue gives you change management takeaways and suggestions from Partners and
Users who have been there, done that. You’ll also enjoy feature articles that focus on AXUG
Members – that’s you. Hear what it’s like to volunteer and feel the joy of giving back and
helping others learn. Read about our featured up-and-coming chapter and chapter leaders.
Don’t forgot to check out the Microsoft Showcase article from the public sector team, and
be sure to check out AXUG’s Public Sector Special Interest Group (SIG) where Microsoft
Dynamics AX Users who share a common role, interest, or industry come together to share
ideas, information, and experiences.
Spring is on the way, and change is in the air. Let’s embrace it!
Best,
Grant Wilson
Chairman of the AXUG Advisory Board
Going to the Next Level...
Sherry Linares
letterfrom the axug chairman
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Change:
It’s in
the Air
Grant Wilson
Q2 2016 | 5
eventssessions meetings courses
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The Learn & Engage section on www.axug.com and the weekly AXUG® Event Guide
are your best sources for the latest AXUG event information as this list is subject
to change. Events are added weekly, so check back often and get registered
for the next exciting AXUG event.
AXUG European Congress 2016
9-10 May | Stuttgart, Germanywww.axugcongress.com
AXUG Focus 2016
June 7-8 | Chicago Metro Area, Illinoiswww.axugfocus.com
AXUG Academy Pre-Conference
Training
October 10-11 | Tampa, Floridawww.axugsummit.com/event/academy-training
AXUG Summit 2016
October 11-14 | Tampa, Floridawww.axugsummit.com
Academy Courses
April 15 Introduction to Management Reporter
April 22 KPIs, SSAS, & Cubes in Microsoft Dynamics AX 2012
April 22 Managing Your Microsoft Dynamics AX 2012
Environment
April 29 Advanced Management Reporter
May 4 Inventory Costing in Microsoft Dynamics AX 2012
May 6 Introduction to Management Reporter
May 20 Advanced Management Reporter
May 27 Upgrading Microsoft Dynamics AX 2012 – Data Migration
June 1 Microsoft Office Excel Basic: Moving, Viewing Data, Using
Functions
June 2 Microsoft Office Excel Intermediate: It’s All about the Pivot
June 10 Introduction to Management Reporter
June 17 Advanced Management Reporter
June 24 Master Planning for Microsoft Dynamics AX 2012
Chapter Meetings
April 1 Denver | Microsoft Dynamics AX Technical Session
April 21 Massachusetts | Boston
May 11 North Carolina | Charlotte
May 12 Wisconsin | Milwaukee
May 17 Australia | Brisbane
May 17 Australia | Melbourne
May 17 Australia | Perth
May 17 Australia | Sydney
May 18 Virginia
May 18 Kansas | Kansas City
May 19 Missouri | St. Louis
May 19 Oregon | Portland
May 19 California | Northern
May 19 Colorado | Denver
May 19 Minnesota |Minneapolis/St. Paul
May 20 Ohio
June 2 Canada | Toronto, ON
June 6 Pennsylvania | Philadelphia
June 16 Kentucky | Lexington
Webinars
April 8 Management Reporter and Forecaster Friday – Get Your
Questions Answered
April 12 Microsoft Dynamics AX Foundation Building Blocks 7 &
8: Outputs & Integrations
April 13 Virtual Conduit LCS Series: Checking the Health of Your
ERP through the LCS
April 15 Public Sector SIG Gathering
April 19 Summit Survey Says Top 10: Microsoft Dynamics AX
2012 Code Management and Promotion
April 22 Everything Your Grandmother Didn’t Tell You about
Microsoft Dynamics AX
April 26 Microsoft Dynamics AX Foundation Building Blocks 9 &
10: Support & Direction
April 27 Professional Development Series: Business Lessons from
10 Days Aboard the USS Bonhomme Richard
May 11 Virtual Conduit LCS Series: Monitor Your System
May 13 Management Reporter and Forecaster Friday – Get Your
Questions Answered
May 18 SQL 201 – Beginning SQL for Administrators
June 10 Management Reporter and Forecaster Friday – Get Your
Questions Answered
June 24 Everything Your Grandmother Didn’t Tell You about
Microsoft Dynamics AX
Q2 2016 | 7
peersmeet your axug peers
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Our primary focus at Hillstar is driving Customers towards intelligent action.
This means being able to unlock the value trapped in their data assets. I hope
that attendees will be able to walk away with a sense of direction in how
business intelligence projects should be executed, and further how recent
advancement with items like Microsoft Cortana Analytics can fully help them
embrace the three perspectives of data: past, present, and future!
COMPANY
Hillstar Business
Intelligence
TITLE
President, America’s
Region
Brandon George
AXUG® reached out to members of its AXUG Focus planning committee
to find out what they’re most excited about regarding the spring 2016 event.
Read on and make plans to join us!
Don’t miss the event where you will find the way to solve root issues focused
on the solutions. For everybody from new Users to experts, this is the once-a-
year opportunity to collaborate and learn the best practices and more useful
processes to being more successful with Microsoft Dynamics AX.
COMPANY
National Oilwell
Varco
TITLE
Global Sr. Business
Analyst
Carlos Villasana
BI and the cloud are moving from buzzwords to concepts, and AXUG Focus
is a great opportunity for Microsoft Dynamics AX Users to explore how they
can implement these concepts in their ERP implementation. I am excited for
attendees to learn from others in these areas and to improve the return on
investment they realize from Microsoft Dynamics AX.
COMPANY
Stoneridge Software
TITLE
Director of Technical
Consulting
Catherine McDade
8 | AXUG Magazine
AXUG is all about Members collaborating with one another and sharing their
knowledge. Focus is no different in that it offers a wonderful opportunity to
learn new skills and stay current in recent trends within the AXUG community.
I hope attendees take the opportunity to implement new techniques and meet
new people in the industry and share knowledge. If you are a regular attendee,
please reach out to first-timers to welcome them and show them the ropes.
COMPANY
Logan Consulting
TITLE
Senior Technical
Consultant
Craig Leska
The alignment of AXUG Focus with the three main tracks will provide a great
networking opportunity for Users to collaborate with others in the same area
with similar pain points.
COMPANY
RSM
TITLE
Manager
Danielle Cooke
Microsoft Dynamics AX 2012 has great potential to meet all the business
needs for most companies. I hope that everyone finds new functionality to
activate or configure that will solve a business requirement and improve their
work life.
COMPANY
InterDyn BMI, A
Columbus Company
TITLE
Microsoft Dynamics
AX Practice Manger
Donald Hilton
My hope for all the Customer attendees is that they are able to bring back at
least two to three things that can be applied in their own business to help them
achieve greater value in their Microsoft Dynamics AX investment.
COMPANY
Edgewater Fullscope
TITLE
Director, Customer
Support &
Optimization
Services
Gina Pabalan
I am hopeful that each of our attendees will have the opportunity to learn and
deploy into their organization functionality in Microsoft Dynamics AX that
will help them improve their business operations.
COMPANY
Western Computer
TITLE
Microsoft Dynamics
AX Practice Manager
Jerry Hart
Q2 2016 | 9
I hope that attendees leave with the opinion that attending Focus was
worthwhile and that they share their opinion with others in the Microsoft
Dynamics AX community.
COMPANY
Client Strategy Group
(CSG)
TITLE
Executive Vice
President
Joel S. Pietrantozzi
Microsoft’s goal to empower people to be more productive is very much
complemented by everything AXUG does. AXUG events like Focus are
essentially non-stop tips and tricks sessions where Users can learn and share
their experiences to get even more value out of their systems and become
more productive using them. I hope attendees will not just attend sessions but
also connect with their peers and with the experts presenting; sometimes the
conversations after sessions are just as valuable as the content during sessions.
COMPANY
Microsoft
TITLE
Senior Solution
Architect
Joris de Gruyter
AXUG Focus provides attendees a great opportunity to dive into the nuts
and bolts of Microsoft Dynamics AX and learn real-world ways to improve
how they perform their jobs every day. It also offers the unique ability to
connect face-to-face with fellow Users and Partners outside of the traditional
conference environment where you feel like you’re being sold to around every
corner. Organizations and Users looking for ways to get more value out of
Microsoft Dynamics AX should definitely take a hard look at AXUG Focus as
a potential investment opportunity.
COMPANY
Merit Solutions
TITLE
Marketing Director
Josh Richards
I want Focus 2016 attendees to immerse themselves in two days of relevant,
useful training that will help them take full advantage of their Microsoft
Dynamics AX implementation and positively impact their organization.
COMPANY
Stoneridge Software
TITLE
Client Account
Manager
Michelle Aune
peersmeet your axug peers
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10 | AXUG Magazine
AXUG Focus is a great event for two reasons. The first is that attendees are able to get even
deeper training on products and features in Microsoft Dynamics AX than they would be
able to get at the other Microsoft Dynamics AX conferences. Because it only focuses on
finance, BI and reporting, and technical topics, Users are able to immerse themselves in just
the topics that they are interested in without any downtime and learn from product experts
within their area of interest. There will be a whole slew of items that they will be able to use
right away within their organization. The second is that Focus is an amazing networking
event. You are surrounded by colleagues that all share your same product interests, and it
will be easier to connect with other people within your field of interest and share ideas and
get questions answered. What else do you need in an event?
COMPANY
Microsoft
TITLE
Technical Solution
Professional
Murray Fife
A lot of times, people have questions about products that they just can’t seem
to get answered. Focus is a chance for them to ask those questions, face-to-
face, with experts on these products, in an open exchange. Sessions are being
led by knowledgeable presenters with years of experience on these tools,
and these are presenters who love these products and want the attendees to
have the same appreciation for these products. Focus is the venue for that to
happen.
COMPANY
MSX Group, LLC
TITLE
Managing Partner &
Senior Consultant
Noah Moseley
This year’s deep dive session format will surely be a rich source of information
and training. I hope each person that attends finds that one “golden nugget”
of information that they can bring back and immediately apply to their daily
job functions.
COMPANY
Montana
Silversmiths
TITLE
Program Manager
Pauletta Kluth
I think we have put together a great variety of sessions for Focus. I am
particularly excited for sharing experiences about troubleshooting and
security maintenance. I know these were two areas that were huge pain points
for me personally when I was a User, and I have learned a lot of tips and tricks
over the years. I hope that others are able to take some of those tips and tricks
and start putting them to use immediately in their day-to-day jobs.
COMPANY
RSM US
TITLE
Director, RSM
Technology Academy
Rachel Profitt
I am looking forward to Focus because it is an unlimited opportunity to learn
from other Users and Microsoft Partners. Focus provides us the opportunity
to learn and share our experiences. With events such as Focus and Summit, we
can network at a much larger scale than we could ever coordinate individually.
COMPANY
Kimball Midwest
TITLE
Lead Microsoft
Dynamics AX
Business Analyst
Sarah Wilhelm
Q2 2016 | 11
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ALT Fabrication
American Fuji Seal
Arizona Nutritional Supplements
Avfuel Corporation
Bedrock Manufacturing Co, LLC
Clas Ohlson AB
Command Alkon Incorporated
Eagle Corporation
Eckert & Ziegler Isotope Products
Edison Energy
Edmonton Airports
Gage Marketing Group
Gibson Energy Ltd.
Greenway Health
Hargrove, Inc.
Harken, Inc.
Heery International, Inc.
Hewlett Packard Enterprise
iMFLUX, Inc.
IRRITEC SPA
Johnson, Mirmiran & Thompson,
Inc.
Kayem Foods Inc.
Kraco Enterprises, LLC
Lacrosse Footwear
Laika Inc
Libbey, Inc.
LRAD
Masonite
Mekonomen
Mercury Marine
Moz
NantKwest
National Capital Commission
NIDEC ELESYS AMERICAS
Optimal, Ltd
Parkland County
PCL Constructors Inc.
Phenomenex
Phoenix Color
Physician Partners of America
PODS Enterprises LLC
Prolong Pharmaceuticals
Saban Brands
San Francisco County
Transportation Authority
Simmons & Simmons LLP
SM Jaleel and Company Ltd
Texas Roadhouse
Winnebago Industries
ZIPPO MFG
Zones
New AXUG User Members
AXtension bv
Burco Professional Services, Inc.
Encore Business Solutions
NDS Infotech Ltd
New AXUG Partner Members
Welcome to the new Members who have invested in AXUG® User and Partner membership! Each
new Member adds value not only to their own organization, but also to the entire AXUG community
as they share their knowledge and experiences.
Q2 2016 | 13
Chapter to Watch
EDMONTON Kaare BoraasSolution Delivery ManagerPCL Constructors, Inc.
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G
Chapter » Based on hitting the fire marshall’s capacity for the room – and too small a
window to find another venue – the chapter had 35 Members from more
than 12 companies at its first meeting.
» TransAlta (SunHills Mining), Edmonton Airports, and Parkland Country
shared their use of/goals for Daxeam, an enterprise asset management
solution. The chapter may take a field trip to SunHills Mining in Q3 to see
the product in action.
HIGHLIGHTS
Kaare Boraas was determined to form an AXUG® chapter in
Edmonton after he started working at PCL Constructors, Inc. last
year and got the company to join AXUG.
“There has been an AXUG chapter in Calgary for a number of
years, but not one in Edmonton,” says Kaare. “I proceeded to send
personal emails to every Microsoft Dynamics AX User I had worked
with in Edmonton and asked them to join the chapter and sign up
for the first meeting. We got a few new AXUG Members out of that
marketing!”
The chapter had their inaugural meeting in February 2016 at the
Microsoft office in Edmonton, where they were overwhelmed by the
number of registrants.
“At one point we had 48 registrants for the meeting, and the
room we had at the Microsoft office only held 40, so they wouldn’t
allow more because of fire regulations!” shares Kaare. “I also asked
Kerry Koch from Microsoft to do an overview and demo of the new
Microsoft Dynamics AX as there was a kick-off planned for Calgary,
but nothing in Edmonton.”
Three more meetings are scheduled for 2016, with the May
2016 meeting set to include an overview of Lifecycle Services, also
presented by Kerry.
“I’m eager to see if we can get the same interest or more for the rest
of the meetings this year,” says Kaare.
14 | AXUG Magazine
newsc h a p t e r n e w s
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Up-and-Coming Leader
DAWN JOHNSON Senior Business Systems Analyst,
City of Redmond
Seattle Chapter Leader
» 25 active Members
» This active group hopes to incorporate hands-on training sessions,
meetings at User offices, and a visit to their neighboring Portland chapter.
LeaderHIGHLIGHTS
“With more than 500 registered AXUG Members in the
state of Washington, we want to reach out to the Microsoft
Dynamics AX Users and share our excitement...”
Dawn Johnson is excited about taking on the Seattle chapter
leader role and with good reason: She has a great community
around her!
“With more than 500 registered AXUG Members in the state of
Washington, we want to reach out to the Microsoft Dynamics AX
Users and share our excitement with them about opportunities
that the Seattle chapter has to offer during the year,” says Dawn.
The most recent meeting included a speed networking activity
that matched up Users based on area of expertise and interest.
“It was some of the best User-to-User networking I’ve ever
seen!” says Dawn. “There was a high level of enthusiasm as we
brainstormed ideas to change up our meeting format and content
a bit. When it comes to Microsoft Dynamics AX, there’s a lot to
talk about, and we are getting the community talking.”
Q2 2016 | 15
How did you hear about AXUG?My supervisor discovered AXUG when we were looking for a Microsoft Dynamics AX
conference to attend. When we found out about AXUG Summit, we decided to sign up
for a membership with AXUG.
You are active in your local chapter. What value do you get from attending those meetings?At Swedish Match, we have encouraged not only our ERP team to be involved with our
local chapters, but also our Users. We feel that there is a lot of value in having our Users
interacting with other Users in the AXUG community. These interactions help Users
gain insight on how other businesses and industries use Microsoft Dynamics AX to
support their unique processes.
What is the number one reason other Microsoft Dynamics AX Users should join AXUG?The number one reason to join AXUG is to build relationships with other Users, both
near or far.
What will others in your job role gain from being a Member of AXUG?Being a Member allows you to gain access to all of the discussions on axug.com. These
discussions are extremely helpful when trying to resolve issues.
Ocean or mountains?Mountains
MEMBER
Aubrey Conrad
COMPANY
Swedish Match
JOB ROLE
Senior Application
Specialist
MEMBER SINCE
2014
For more information regarding membership, please visit axug.com/join.
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®®
MEMBER PROFILE
Humans of
16 | AXUG Magazine
MAKE DYNAMICS SELL FOR YOU
[email protected] | 1-855-k-eCommerce (532-6663) www.k-eCommerce.com/dynamics-eCommerce
for Microsoft Dynamics™
B2C & B2B eCommerceCustomer Service and Sales Rep PortalMobile Commerce OptimizedExtend Your Reach with Facebook Store, eBay and AmazonBuilt-in CMS and Rich Product Catalog
Powered by Microsoft .NET Technology
feature
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During system upgrades and most process reviews, you must ask yourself or your
team two questions: 1) Do we need to continue this process? And 2) What is its
purpose? We frequently get the same response from most team members: We have
always done it that way. During the process review, you must be prepared to ask
challenging questions and ensure you receive accurate answers. If you get answers
that have been filtered correctly through best practice methods, you will be better guaranteed the
system or process is required.
System analysis is performed during or before a system upgrade. During this process, you will find that
new features have been added that could be used to improve business processes. When new features are
found, your team must evaluate current business processes to see if the new features can efficiently and
smoothly replace current processes. The replacement step is often overlooked. In addition, new processes
are implemented that overlap existing processes, and this can result in duplicate work. A prime example of
this incident is when a company implements a “paperless” initiative in the receiving area. The new process
is to scan the receiving documents. However, instead of the receiving department recycling the documents
after they have been scanned, the documents are being filed. Yes, they have successfully implemented their
“paperless” initiative but have duplicated processes of filing paperwork away. This step in the process can
create a storage problem in the process.
story by Brent Hester, Kason Industries, AXUG® User Member
18 | AXUG Magazine
Q2 2016 | 19
Redundant systems seem to be very easy to identify, but they are needed at times to ensure data validity.
Redundant systems in your system architecture are standard to ensure network uptime. Redundant
processes will increase your labor cost. The increased labor cost has to be justified by the outcome of the
process. A good example of this is when the accounting area requires two levels of reviewing of general
journal entries. A second level of validation was added after it was shown that accounting was spending
more time of tracing journal entry error. An example of redundant process goes back to implementation
of the “paperless” initiative from the receiving process through to accounting – also known as “procure to
pay”. The receiving clerk scans the receiving documents. Documents are then passed on to the purchasing
department to process. After purchasing processes the receiving procedure, their next step in the process
is to scan a copy of the purchase order and attach it to the receiving documents. This step creates duplicate
work, and it also duplicates storage requirements, possibly causing overtime issues.
System analysis should be done on a continual basis. Performing system analysis on a reoccurring basis
should be done in key areas to allow for a deep dive into the process. During the system analysis, you
must document the requirement of the business process unless you already have it. Using the requirement
document as your guide, you can complete your system analysis process and make recommendations to
your team. In most cases, you will not find any issues with the system process. However, this is a good
practice to have to ensure that business processes are still effective.
During system upgrades and changes, we always want to make the process more efficient and cost-effective
while looking toward automation. Automation is a great way to lower costs and free up personnel time to
perform other tasks, although there can be some drawbacks. The main drawback is that we get set to “autopilot”
and forget how to perform the automated process manually. When automating a system process, you also
need to have a secondary process that will be used in the event of automatic process failure. This document
can also be used to create the automated process, ensuring that the automated process does not miss key
steps. Automated processes can be as simple as filling in the Customer preferred shipping method on their
sales order to as complicated as posting the vendor’s invoice once product is received. I have always been an
advocate for automation. However, before automation can be done, we must understand the manual process.
Documentation is a key part
of any system analysis project
because it ensures the process
is fully understood before
proceeding. The documentation
should be done by the process
owner and reviewed by the
person performing the system
analysis to ensure that there are
not any “understood” portions of the process. The “understood” portions of the process are steps that we
perform without knowing it. For example, when the driver of a car puts it into gear, the driver always
presses the brake before shifting because the driver has always done so. When teaching someone how to
drive a car, the instructor may miss communication or demonstrating that step because it has become
so involuntary. Documentation should take into account every step – even if you feel like it is common
knowledge or “understood.”
Performing a successful system analysis is one of the steps to having a healthy system and business
process. Your business processes should not create more unneeded work that increases your cost and
stress level without adding value. When processes do not add value to your business process, those should
be reviewed initially when setting up your system analysis schedule. AXUG
Brent Hester is an IT analyst/developer at Kason Industries. He can be reached at [email protected].
System analysis should be done on a continual basis.
20 | AXUG Magazine
CAROLEE SCHUCK
System Developer
What have you most enjoyed about your AXUG participation?
What do you enjoy most about this learning experience?
How has what you’ve learned helped you in your career?
What do you value most about professional development?
I most enjoy the instant connection to a community of interested and active Microsoft Dynamics AX Users who are willing to help and be helped.
I appreciate learning from people with a variety of backgrounds. The organizers and presenters are always well-organized, and the technology is configured and ready to go as soon as the attendees are.
Surviving a system implementation is, I think, noteworthy in any career. Learning about Microsoft Dynamics AX 2012 before we began the implementation was a significant help. In particular, webinars on the new data model, basic system setup, and the security model gave me a curiosity-satisfying sneak peek and a foundation for understanding the work to come.
Professional development not only helps me remain relevant to my employer, but it also keeps me interested in my field and aware of trends and upcoming changes.
I recommend any relevant learning opportunity that fits into a person’s schedule!
FOCUS ON EDUCATION
AXUG® reached out to a Member who is taking advantage of the learning benefits that
come from AXUG membership. Read on to see if you could benefit from a similar learning
opportunity.
Q2 2016 | 21
Microsoft Dynamics AX includes
powerful filtering capabilities to
generate a grid of items to view/modify/
process/etc. The most basic type of filter
criteria is a comma-separated list of
records – used in a grid filter or Advanced
Filter (Ctrl-F3). Unfortunately, the items
you want to use in the filter criteria often
exist as a column of data in another table,
and creating a comma-separated list is
tedious at best. The technique shown
here creates a comma-separated list of
any size quickly and easily in a few steps
using Microsoft Excel and Microsoft
Word. It can be used on any record type
in any table – I often use it dozens of
times a day. The basic steps are:
» Open the grid/table that has the
desired column of data and export
to Excel (Ctrl-T)
» Select and copy (Ctrl-C) the column
in Excel
» Paste (as plain text) into Word
» Use the advanced features of
Replace (Ctrl-H) to convert to
comma-separated list
» Copy and paste into the grid or
Advanced Filter of the destination
table
The example shown here checks the
inventory for all the items in a BOM in
one shot:
Using Microsoft Excel and Microsoft Word to Create Filter Listsby Gary Stoll, Anchor Industries, Inc.
t t&TIPS & TRICKS
22 | AXUG Magazine
Notes and caveats: Beware, this technique can create huge
lists; the grid filter has a limit of 250 characters while Advanced
Filter’s limit is 1,260. Advanced Users will note that often the same
list can be created using table joins in Advanced Filter (although
not always); however, this approach is usually much faster and
easier than choosing and testing table joins. It is also extremely
valuable when using the Excel add-in. I hope you find it as useful
as I do. AXUG
Gary Stoll is enterprise systems architect and director of product
management at Anchor Industries, Inc. He can be reached at
[email protected] or 408-834-9037.
Q2 2016 | 23
learna c adem y cor ner
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Certificate for
Microsoft Dynamics AX
Administration
In today’s work environments, it is often difficult to keep abreast
of the latest administrative releases and requirements for
Microsoft Dynamics AX. With more and more organizations
looking at business solutions as a strategic investment to drive
business, it is imperative that administrative teams continue to
enhance their knowledge and increase the level of their deployment’s
performance.
AXUG® Academy’s Certificate for Microsoft Dynamics AX
Administration can provide both newer and more experienced
administrators an avenue for better realizing the ins and outs of
managing Microsoft Dynamics AX.
According to a recent ASAE study, certificate earners or
credentialed members tend to be much more active in User groups.
Additionally, they are more likely to hold leadership positions, be
leaders in their profession or industry, and participate in User group
activities. That is why AXUG views this program as a certificate of
completion AND contribution.
The Certificate for Microsoft Dynamics AX Administration
enables Microsoft Dynamics AX professionals to expand their skills,
learn industry best practices, and manage their Microsoft Dynamics
AX deployments in a professional, secure, and optimized way.
The Certificate for Microsoft Dynamics AX Administration
program provides:
» Ongoing professional and personal development for Microsoft
Dynamics AX professionals looking to better manage Microsoft
Dynamics AX.
» A holistic approach that encompasses not only competence
with the software, but also expertise with supporting business
processes and tools.
» A balanced set
of classes around
process and
technology training.
» A mixture of
instructional
formats to fit each
professional’s
situation.
» A structured
approach and
opportunity to
advance one’s
capabilities.
With the Certificate for Microsoft Dynamics AX
Administration, you have the opportunity to expand not
only your Microsoft Dynamics AX knowledge, but also your
knowledge of supporting tools, technologies, and processes.
You’ll take two core classes, then choose two more classes from
a wide variety of electives, with training formats to match your
schedule – online, in-person, and/or instructor-led remote
classes. To earn this certificate of completion and contribution,
you’ll choose an activity to share your new knowledge with other
Microsoft Dynamics AX Users, enabling you to contribute to the
greater AXUG community.
AXUG Academy currently has six professional certificates
available: Administration, Business Intelligence, Manufacturing,
Trade & Logistics, Projects, and Microsoft Dynamics AX
Financials. AXUG
Visit www.axug.com/certificates for current class listings and additional certificate information.
2 Core Classes2 Elective
Classes
Community
Support Activity
CERTIFIED
24 | AXUG Magazine
Congratulations to our most recent contest winner, Aubrey Conrad from Swedish Match! Aubrey found the logo on
page 33 of the Q1 2016 issue of AXUG® Magazine.
We’re changing it up this issue with a game of bingo! Simply mark the functions you’ve participated in within the last calendar year, and then send a photo or scan of your bingo to [email protected].
SWEDISH MATCHOwensboro, KentuckySwedish Match develops, manufactures, and sells
quality products with market-leading brands in the product areas of snus and moist snuff , other
tobacco products (cigars and chewing tobacco), and lights (matches, lighters, and complementary products).
SUTPHEN CORPORATIONDublin, OhioSutphen is in its 125th year of operation, making it the oldest continuously owned and operated fi re apparatus manufacturer in the country. A family
atmosphere is apparent as the company has never reorganized or been owned and operated by anyone
other than a Sutphen.
STICKLEY FURNITUREManlius, New YorkAn incredible vision and fi ne sense of furniture design and manufacturing led this company from the 25 employees and the antiquated factory to their current success: Th ree state-of-the-art manufacturing facilities and more than
1,600 wonderful employees. THERMON MANUFACTURINGSan Marcos, TexasTh ermon holds a unique position as the only international heat tracing company completely dedicated to its industry. Since 1954, Th ermon has concentrated its eff orts
exclusively on heat tracing, the external application of heat to pipes, tanks, and instrumentation.
TEMPUR SEALY INC.Lexington, KentuckyTempur Sealy International, Inc. is the world’s largest bedding provider. Th e
company develops, manufactures, and markets mattresses, adjustable bases, pillows, and other sleep
and relaxation products. Combining a proud history and groundbreaking innovation, the company holds some of the most highly recognized brands in the industry: Tempur®, Tempur-Pedic®, Sealy®, Sealy Posturepedic®, Optimum™, and Stearns & Foster®.
TIGERCAT INTERNATIONAL INC.Brantford, CanadaTigercat specializes in the design and manufacturing of premium quality forestry equipment and specialized off -road industrial
equipment. Tigercat forestry systems are designed to provide the lowest cost per ton harvesting solutions.
There’s more!To access a full list of manufacturing companies in AXUG, visit the Membership Directory at www.axug.com/engage/member-directory/members/advanced-search
Q1 2016 | 33
owneapparthe coatmospas the creorganand opeother th
B I N G OAXUG
Logged in to the AXUG website
Updated password in the Contact
Details area of the website
Posted in a community other
than the Open Forum (chapter, SIG, conference)
Wrote a blog
Read the Frequently Asked Questions page
Uploaded a profile picture on the
website
Viewed or downloaded a
webinar recording on the website
Registered for a conference on the
website
Added someone as a contact
Sent a fellow AXUG community Member a private
message
Registered for an event (webinar,
chapter meeting, Academy class) via
the website
Submitted a support ticket via
the website (not an email)
Marked a response to my post as Best
Answer
Earned a Silver Contributor ribbon
or higher
Filled out my volunteer profile
Started a discussion in the
Open Forum
Joined a chapter community
Marked a webinar recording or other
document as a favorite
Connected at least one of my social media accounts
in the Social Links area of my profile
Submitted a referral on the Member Get
a Member page
Added biography information to my profile OR
connected with LinkedIn
Recommended someone else’s
post
Responded to someone else’s post
Asked a question via Live Chat on one
of the event sites
Updated my community
notification settings under My Profile >
My Settings
Q2 2016 | 25
Anyone who has attended a session at AXUG® Summit and/or class from AXUG Academy
knows that the discussion can get heated, and line-of-fire questioning can sometimes
turn into a chaotic sharing of knowledge. Matthew Hill, AXUG Academy instructor and
director of business solutions at Client Strategy Group, knows this better than anyone.
“Sometimes it’s a matter of keeping order of the chaos, but students need to contribute,
and I’m humbled with watching and guiding people through that learning process,” Matt shares.
Matt is a true believer that manuals, white papers, and training materials can only take learning so far.
“Sometimes people need to work through a class setting to get the information to sink in. AXUG Academy
is a fantastic conduit for Microsoft Dynamics AX-related information, and I’m lucky to be a part of it.”
When Matt began working with Microsoft Dynamics AX, this type of learning wasn’t available for
Users; he believes it really makes all the difference. As a technical person at heart, Matt has learned a big
lesson from his interactions as an AXUG instructor over the past four years. “In my position at work, it’s
easy to be opinionated. But as a teacher in a classroom setting, you have to be just as much a learner as
your students,” Matt says.
Matt’s best experience to date involves solving a User’s critical business issue in his Microsoft Dynamics
AX 2012 Performance Academy class. Numerous organizations had been brought on to try and resolve
the issue. Some improvements were made, but the User’s business was still struggling to gain momentum.
The business considered scrapping Microsoft Dynamics AX altogether. The User took the class as a last-
ditch effort and came prepared with specific questions on what to look for and how to interpret the results.
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Keeping Order of
CHAOS
INSTRUCTOR SPOTLIGHT
Academy
INSTRUCTOR
Matthew Hill,
Director of Business
Solutions at Client
Strategy Group
ACADEMY CLASSES
BY MATT
Managing Your
Microsoft Dynamics
AX 2012 Environment
Understanding the
Microsoft Dynamics
AX 2012 Security
Model
Microsoft Dynamics
AX 2012 Performance
Optimization
26 | AXUG Magazine
After working through some conflicting
information in the class, the User was
able to find the correct combination of
environment settings to get the system
humming along. “They went from hating
Microsoft Dynamics AX to using it
effectively for their business,” Matt says.
“That was very rewarding to see.”
It’s those type of interactions with
students that are Matt’s favorite part about
teaching. “In addition to getting out of my
day job for a bit, meeting and networking
with other Microsoft Dynamics AX Users
has been a great experience.” Being an
instructor has helped Matt over the years,
opening up more doors to collaborate
with his peers as well as with Microsoft
executives. “It’s really helped me become
a more well-rounded individual, exploring
areas I wouldn’t have had the chance to
before” he says.
Matt encourages anyone who is
considering becoming an instructor to
do it. “The biggest mistake is thinking
you can’t do it. Don’t ever be afraid to
share knowledge, whether it’s in front of
a classroom or in the hallway during an
event,” he says.
In addition to sharing knowledge, Matt
encourages Users to speak up on what
they want to learn about when it comes
to Academy courses. “The main thing that
drives the sessions are what Users want
to learn. We’re here for you. If there’s a
specific topic you need to know, submit
it AND come with questions…lots of
them!” AXUG
Q2 2016 | 27
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story by Stewart Curtis, Optimum
Implementing a new Microsoft Dynamics AX system is inevitably seen as an IT project, but
forgetting the people factor can undermine its success.
Joanne Harrison, sales director of the IT training specialist Optimum, believes that well-timed,
job-specific training for end Users on your system build is just as critical as the technology element.
Getting it right will maximize the business benefits from your Microsoft Dynamics AX investment.
But training isn’t just about making sure staff can use Microsoft Dynamics AX properly; it’s also an
opportunity to address the change management issues that will arise. Effective, relevant training will help
to paint a broader picture and reinforce the positives from switching to Microsoft Dynamics AX, boosting
Users’ buy-in to the system.
End User Training Options
There are several different approaches to end User training: Handling it entirely in-house; using a
specialist consultancy to design the courses and materials while internal super Users deliver the training;
or outsourcing the entire program.
Deciding which option is best depends on the people, skills, and resources available within an
organization. Whichever one is selected, the key is not to underestimate firstly the importance of tailoring
the training to your business processes, and, secondly, the level of input needed to design, develop, and
deliver a range of role-specific courses and supporting materials.
In-house
Managing the process entirely in-house can be a popular choice, especially where there is a small
number of end Users.
Automated training products, such as Microsoft Dynamics AX’s built-in Task Recorder, map each step
in a workstream process, taking screenshots and generating a corresponding report. This recorded script
can be saved as a Microsoft Word document and then used as the basis for a reference guide for end Users
to follow.
These automated training products, either built-in or add-on systems, can be the most cost-effective
option. As a mechanical process that puts the onus on self-learning, they also require much less resource
in terms of planning and direct training interaction with end Users.
The reference guides, though, will benefit from being customized. Tailoring the workstream documents
to reflect your precise business processes will produce more relevant, User-friendly training materials that
are clear and concise. Branding and the all-important business change messages will also need to be added
in. However, be aware that these edits can be time-consuming, especially during the pre-go-live phase
when resources are likely to be stretched.
Hybrid
The second common end User training option – part specialist, part in-house – suits organizations that
want to take ownership of the process but need support.
In a typical example, Optimum created an entire Microsoft Dynamics AX end User training template,
with a full suite of supporting materials for the finance, project, and HR suites, for global energy assets firm
Amec Foster Wheeler.
Optimum drew up a critical training plan, identifying the different User roles, who should be trained
and in what, along with the content, duration, support materials, and logistics for each training session.
Optimum also created trainer packs and lesson plans for more than 40 specific training sessions to meet
the needs of the various roles in the business.
A series of quick cards gave light Users a simple guide to common, key processes while detailed reference
guides provided core Users with step-by-step instructions on more complex processes and set out exactly
how the system should be used.
Q2 2016 | 29
Super Users from Amec Foster Wheeler then trained their peer groups. Most were new to training,
and an essential part of Optimum’s brief was to equip them with the knowledge, the soft skills, and the
confidence to deliver the training successfully, whether that was to large groups in the classroom, at-desk
sessions for smaller teams, or one-to-one help.
Optimum has also recently adapted all the training documentation for the Microsoft Dynamics AX
rollout to the firm’s North American and Canadian operations.
Specialist
The third end User training option – outsourcing the entire program – suits organizations that have no
internal IT training resource.
Simmons & Simmons, a world-class international law firm with offices across Asia, Europe, and the
Middle East, recently implemented Microsoft Dynamics AX 2012 to increase its business efficiency and
service clients more effectively.
The company used Optimum consultants to plan the complex training programs for the finance, HR,
matter management (fee billing), and risk work streams.
They developed a blended suite of learning materials including course outlines, workflow diagrams,
quick cards, detailed reference guides, and video tutorials. All the training documentation was written
in an easy-to-understand, non-technical way to suit the audience of finance and HR people, fee-earning
lawyers, and administrators.
Optimum developed and delivered 30 courses ranging from an hour to four days in length. With more
than 1,000 legal staff and half their lawyers based outside London, the Simmons & Simmons training was
both face-to-face, classroom style, or via WebEx for the many remote Users. Trainer packs ensured that
multiple trainers were delivering the course content in a consistent way.
A single trainer then spent seven months embedded with Simmons & Simmons in a support role. This
included providing classroom training in the UK, Hong Kong, China, UAE, and Qatar, as well as updating
the training documentation as the law firm adapted its work processes and its use of Microsoft Dynamics
AX.
5 Successful Training Program Tips
Effective, tailored, and timely end User training is critical to a successful Microsoft Dynamics AX
implementation. Whichever model is chosen, this basic checklist is a good starting point to avoid some
common pitfalls:
» Build an internal training capability, identifying super Users who have the skills and Microsoft
Dynamics AX knowledge to keep the User training courses and materials up to date as the system
evolves.
» Make all the training job-specific and User-focused, based on your system build and business
processes.
» Build your end User training after User acceptance testing; the inevitable changes here will impact
the training content.
» A collaboration between your super Users and specialist IT trainers can create a balanced, “best of
both world’s” training program.
» If you are outsourcing any element of your User training, engage the specialist early to create the
optimum program and sustainable training materials. AXUG
Optimum is an IT training consultancy, specializing in Microsoft Dynamics AX training for Users, with a
mission to bring people and technology together to ensure maximum return on investment from a Microsoft
Dynamics AX implementation or upgrade project. Want to chat about your project? Contact Joanne Harrison
30 | AXUG Magazine
count me in.
This October, thousands will travel from around the world to Tampa, Florida to attend AXUG Summit 2016 – the leading live event featuring user-produced education on how to maximize the performance of Microsoft Dynamics® AX. Over the course of three days, Dynamics AX Users will immerse themselves in an authentic community-driven environment that offers credible knowledge exchange, focused learning and curated networking. With high-energy programming around every corner at AXUG Summit, users gain instrumental solutions for their everyday product challenges and larger organizational goals.
Sven Haynes is a Dynamics AX User and Director of IT for Utah-based, high-speed commercial and residential blender manufacturer, Blendtec. Haynes first attended AXUG Summit 2015 in Reno-Tahoe, Nevada and discovered that the ability to hone in on one’s product version, industry and role provides a customized conference experience and return on investment year-round.
When Blendtec’s team of 27 employees arrived at AXUG Summit 2015, they had a problem – a Dynamics AX problem. They needed to quickly bring their user-base up to speed on the capabilities of their newly deployed instance of AX 2012 R2 while also generating excitement for the investment. “AXUG Summit solved both problems by providing a concentrated forum that creates opportunities for learning and stimulating discussion, both within our team and with other Dynamics AX users,” said Haynes. “AXUG Summit gave us access to the expertise in the community we needed to return to the office with energy and excitement.”
The annual conference offers Dynamics AX users a dedicated and organic space to develop professionally within their roles. In his IT role at Blendtec, Haynes strives to bring increasing levels of efficiency to his organization by utilizing their systems to the fullest capability. “I encounter under-used features and face new issues all the time. AXUG Summit is a great place to gather new insights and discuss problems with others, which inspires me to improve Blendtec’s systems and processes.”
Haynes is eager to attend AXUG Summit 2016 this October 11-14 in Tampa, Florida and looks forward to warmer weather and the new ideas he will discover. Count on Haynes to contribute to the Dynamics AX community this fall!
What advice would you give to someone who has yet to attend AXUG Summit?
“Wear comfortable shoes, bring a co-worker (or 10), and divide & conquer: there are too many breakout sessions for a single individual to cover.”
Counting On AXUG Summit16
Sven HayesDirector of IT, Blendtec
Count in. Count On. 10.11-14.16 | www.axugsummit.com
Technical Approaches within AX (Dec. 2015)
This was quite useful for me. I would advise you to view this as well
and maybe some others.
Regards, Jeroen Paans, Driscoll Strawberry Associates
This is the same approach that we took at our company. Our
initial goal was to grant each User of AX ONE role. The exception
is System User and Employee. We grant those 2 roles besides their
“position” role to every AX User. We did stray someone from our
initial goal. Our finance and accounting team has several cross-overs,
so we created functional roles (GL, AP, AR, etc.) and then assigned
multiple roles carefully to not cause a segregation of duty issue. As
an example, a F&A employee might have GL and AP access. There is
a limitation with “cascading roles”, it can only be 3 deep but otherwise
should work. I’ve done a couple of presentations at Summit and
webinars which can be found in the Security folder: “...Unlocking the
Mystery” and “...Tips, Tools, and SOX”.
Overall, your approach is solid in my opinion!
Best regards, GG Rowe, PMP, Oregon chapter leader
IT project manager, Planar, a Leyard company
We basically did the same thing here. All our Users fit into the
different roles nicely with a few exceptions.
In a few cases there was a feature that I had to give several Users
that were not in the same role. I couldn’t assign it to the role and didn’t
want to create an exact copy of the role with the one new feature.
For example: The ability to “Change the Date in AX” had to be used
by 3 people. One in Purchasing and 2 in Planning.
For this I created a role called PowerUser_ChangeDate which I
then assigned to the 3 different Users.
Hope that helps.
Mike Fechter, IIMAK
Additional Post
Hi, Thanks for all the tips and tricks here, Appreciated!!! ^_^
In conclusion of all of you said, Employee and System User Role
should assign separately, if a User have multiple roles (functions)
cross different legal entities, then give him/her multiple role base on
what him/her actually does in those entities, which is what I did now.
(we have 3 - 4 Users has such situation)
We love to see questions get answered in the AXUG® Open Forum.
Below you’ll see a scenario and question from a User, followed
by a few comments and support for his approach. You’ll then see he
came back with a thank you, plus another question, for which he got
an answer. Keep the questions (and answers) coming!
Original Post
I am not sure what are the best practices from Microsoft because I
can’t find any. But for my current company, I tried following approach,
it works for us.
» Setup Role base on AX User’s Actual Position and Hired
Companies. (we few alliances companies to cater different
business across our group) - We call it “Position Role” here.
» Copy the Standard Role in AX under the “Position Role” to grant
Users access right. (usually, One Position Role have multiple
Standard Roles).
» Grant the Position Role to the Actually User and then restrict
the access Company base on the Position Role.
Although this solution work wells in a 30-Users environment;
however, I have few questions:
» There 2 standard Roles I am not sure whether I should put them
under the “Position Role”. (System User, Employee)
» Should I just copy all the Privileges and Duties from the standard
roles to my Position Role? (since lot of Privileges and Duties are
duplicated)
» We also create some “Approval Roles” to make the Purchase
Request Approval Workflow work, which we found it can’t
cascade under the “Position Roles”.
Setup Environment:
» AX 2012 R2 CU7;
» We currently don’t use Human Resource Model;
Kelvin Liang, IT supervisor, Dextra China Ltd
Replies
I know your struggle with the best practice for security. There is
not one clear answer as it differs per situation. For example, what’s
the scope of AX usage, how are your departments organized and
how many resources do you have to manage security etc. Recently
I viewed the following webinar under Learn & Engage -> Access
Webinars on Demand -> Security -> Dynamics AX Security –
Best Practices on Microsoft Dynamics AX Security Implementation
t t&TIPS & TRICKS
32 | AXUG Magazine
But I guess if I need to learn more about the security of AX, I might
need to subscript Membership here to see some inside materials, am
I right?
By the way, do anyone here know about “extensible data security
policy” in AX, anyone have practical cases in using this? Thank!
Kelvin Liang, IT supervisor, Dextra China Ltd
Additional Reply
The extensible data security framework replaces the deprecated
record level security. Basically it allows you to control what records a
User can access in a table using a query. For example you can only see
the sales orders you created.
You can get a white paper on this from here https://technet.
microsoft.com/en-us/library/hh272862.aspx.
Best regards, Luis X. B. Mourão
founder & technical specialist, AXLLENCE
AXUG
©2016 Thomson Reuters/Tax & Accounting
CONTACT US TODAY
1-888-885-0206tax.thomsonreuters.com/MSDynamicsAX/[email protected]
Ever feel like something is missing?YOU NEED ALL THE PIECES WORKING TOGETHER TO BUILD A SUPERIOR INDIRECT TAX PROCESS.
WE HAVE YOUR MISSING PIECE.Thomson Reuters ONESOURCE™ Indirect Tax integrates with Microsoft Dynamics® AX to optimize and streamline your sales tax management process from beginning to end.
Visit us at Microsoft Envision, booth #345, to learn more.
Q2 2016 | 33
What’s New AXUG Website
Public or Member Only WebinarsSomething we’ve heard from the community is you’d like an
easy way to see which webinars are open to everyone (public)
and which ones are only available to paid AXUG Members.
We’ve added a filter on the webinars page that allows filter-
ing in three categories: All (default view), Public, or Member
Only.
Registrations for You and Your TeamMany of our Member companies have asked to see all the
registration activity happening for their company. This helps
when determining to move from subscriber to paid Member
or when looking at annual renewals. Account administrators
and the primary contact will see a new button in their profile
area – Company Registrations. This gives an all-up view of all
registration activities for your company.
Find Your Add-On ActivitiesWhen you register for a conference, often times there are additional registration activities you can choose (like Pre-Conference Academy classes
prior to AXUG Summit). Previously when you looked at your registration in the My Registrations area of your profile, you would not see those
additional registration activities. Now when you look at your registrations, you can see those details.
Am I Logged In?You may have noticed when registering for an event that you are
sometimes prompted to log in (again), even though you can see
your profile picture in the upper right of the site. We’re releasing
a fix that will address this discrepancy and eliminate the need
for multiple logins.
ON THE
Are We There Yet?We’ve heard (and experienced) some poor performance issues when registering for events on the site – specifically the loading speed. This
release includes fixes to help with the screens loading during the registration process. We will continue to improve this process with additional
fixes in future 2016 releases.
We were thrilled to roll out new features and enhancements to the AXUG® website during Q1. Released on
January 26, we hope these updates have improved your User experience when visiting www.axug.com.
Keep helping us help you by letting us know your thoughts and feedback about your experiences on www.axug.com.
We are always looking to improve the content and performance of the site and will continue to share additional updates.
34 | AXUG Magazine
NAME THAT PHOTO
CONTEST
These two gentlemen were hard at
work during an AXUG® class. What
information do you think they were
sharing back and forth?
Simply email your submission to
[email protected]. The
winning submission will be printed
in the magazine’s next issue.
Q1 CONTEST WINNER:
Chip Thiel of
Ohio Gratings, Inc.
“The Tao of AX – Happiness in Master Planning”
Q2 2016 | 35
AXUG® sat down with the Microsoft
Dynamics public sector team to talk
about what Microsoft has to offer
Users who work in this industry,
scenarios that Users often face, and
the teams’ advice for improving implementations.
AXUG: Thank you for sitting down with us to
talk about the public sector industry. Can you
tell me a little about what each of you focuses
on, since we have representation from a couple
of different teams here?
Brandon Potter (BP): My team puts together
our product roadmap and agenda, meeting with
Customers and prospects and working with our
sales team to understand the future and where we
need to go with the product.
We’re also responsible for the conversations with
ISVs that work in this space, looking toward a more
holistic solution for Customers in the public sector
industry. We do a lot of analysis to see where Microsoft
Dynamics AX fits a need, where ISVs fit a need, and
where VAR Partners should extend the solution to fit
the need. It’s more about selling the complete solution.
Doug Bell (DB): I have conversations with
Customers to understand their needs and help
them understand the capabilities of Microsoft
Dynamics AX. I guess you could say I’m the “demo
guy”. I also help to identify our niche vertical
strategies and then focus on those as strategic
areas for further expansion.
Herb Quinde (HQ): Let me first say that those
two are being way too modest. Brandon is the one
that conceptualizes how the product is supported
and positioned in the public sector space, and
Doug is the leading architect in the public sector
space and shares his expertise in almost every deal.
As for me, I support the overall expansion of
Microsoft Dynamics into the public sector space. I
find myself increasingly speaking about it in terms
of “Dynamics” instead of “AX vs CRM”, as now that
Microsoft Dynamics AX is in the cloud, we really
are uniquely positioned to address challenges in
a post-modern ERP era. And I see Microsoft as
being the premier provider of post-modern ERP.
David Walsh (DW): I work with our internal
public sector solution specialists, account teams,
and Partners to execute across our core segments
of federal, state and local government, education,
and healthcare. Over the past three years, our
team has focused on executing the launch of
multiple micro-verticals that are the foundation
of our public sector business. Examples of those
include work with Partners focusing on towns,
cities, counties, lotteries, airport and transit
authorities, state liquor control, higher education,
retail in federal, and multiple healthcare initiatives,
including behavioral health and acute/post-acute
care. We are now focusing on helping our existing
and new Partner recruits get ready for the new
Microsoft Dynamics AX and cloud deployments.
AXUG: In your experience, does a Customer
organization know what they’re looking for
when you first talk to them? Are they able to get
very specific with their needs and requirements
or are they just looking for a solution?
HQ: They’re looking for something very specific
and in most cases, it doesn’t exist. The government
has unique processes in that they have legislatively-
mandated programs, and then they need to find some
IT to take care of the program, whether it is foreign
policy, an economic initiative, or something else.
When we find these opportunities, it’s because
people have been looking for a very specific
solution, and it doesn’t exist. In a previous role
(CIO for the Illinois Department of Corrections),
I investigated 28 different solutions for managing
prisons – many of which were millions of dollars
beyond what I could afford – and they didn’t
address even 30 percent of what I needed.
When I came to the Microsoft Dynamics team,
I recognized that the product presented a solution
that allowed me to “modify off the shelf” and solve
a problem that no piece of software could do. For
example, when a grant is released to a state, the
state releases that to communities, and there is no
way to roll that grant distribution back up to the
federal government as you have financial and case
management systems that are not directly tied.
microsoft member showcase
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Brandon Potter
Senior Program Manager,
Microsoft Dynamics R&D
Leads the team responsible for public
sector functionality that sits on top of
Microsoft Dynamics AX
David Walsh
Interim Director
Leads the public sector team with go-to-
market initiatives across federal, state and
local government, education, and healthcare.
Doug Bell Technology Solutions Professional
Helps to identify opportunities where
Microsoft Dynamics AX would be a viable
solution for public sector organizations
Herb Quinde
Public Sector Director for the
US Dynamics Industry Sales Team
Serves as a government SME and market
strategist for User and Partner ecosystems
“The most successful public organizations and
governments are powered by passionate individuals
who are fully empowered to make a difference.”
– Microsoft
36 | AXUG Magazine
The new Microsoft Dynamics AX and Lifecycle Services (LCS) provide
the ability for institutions to focus on the integration and aggregation of
data, bringing their business processes together in a holistic way.
AXUG: Those are excellent examples. Doug, when a User brings
these or similar scenarios to you, how do you move from there?
DB: Sometimes the objectives are clear: How do you use this as
an opportunity to administer government with ERP and make it a
transformational experience? That’s where the value comes from,
but also the risk. It’s an opportunity to make material change to an
organization’s ability to administer government.
AXUG: Brandon, when does the R&D team come in during the
solution architecture?
BP: We have conversations weekly with Doug’s team where we’re
discussing gaps and creative ways to drive functionality back to the
product. We definitely want to be involved in those conversations
while leaving time to build the product, so it’s a balance.
Public sector is relatively new to Microsoft Dynamics AX, coming
onboard in 2012. Manufacturing was there from the start, so we’re
coming at this industry from an angle of being able to openly
brainstorm solutions for Customers and prospects.
DB: Brandon’s right; I’ve been on this team for four and a half years
now, and we have always had a stronger feedback loop than other
industries. We’re also the only industry – besides retail – to have
an industry-focused sales team. I get to focus exclusively on public
sector, making it a unique collaboration between the teams.
HQ: And this is so important moving forward as we’re beginning to
address the totally broken approach to the way finance is done in this
industry. There are scores of government stories about failed ERP
projects (including the U.S. Air Force, which spent more than $1 billion
on a failed implementation), and it’s so important that the finances of
the government become more agile and connected to the content of
what government does – providing food, water, safety, etc. – every day.
Microsoft Dynamics AX, LCS, and the entire Azure suite of
capabilities are a nirvana that everybody is looking for…and it has
finally arrived.
(DW): This is especially crucial timing, as industry consultants
estimate that nearly 70 percent of all ERP projects fail outright or do
not meet original expectations for ROI and business value back to the
organization.
AXUG: That’s a tough statistic! And you’re right, the timing is
great. What are Users most excited about regarding the new
Microsoft Dynamics AX?
DW: Definitely the User interface. They’re also excited that the
business logic is consistent, about the implementation tools available
to them in LCS, and how the configuration is tailored to what they
want to see. All of this can help reduce risk and complexity around
deployment, lower costs, and help with User adoption.
DB: I would agree with all of that. LCS is a big part. The whole
“better than SaaS” model in which Microsoft Dynamics AX has been
designed will be really appealing to people who like certain cloud
concepts but maybe are not ready to jump into the SaaS model based
on their org’s complexity.
Also, the User interface being the HTML 5 client makes it naturally
native within the primary client, and inherent mobility comes with
that. For example, the screen reorganizes itself based on the device
you’re working on.
People are also enjoying the easy-to-use workspaces as opposed to
role centers. Personalization will be huge as a lot of these workspaces
were not designed for specific industries, but being able to suit the
needs to government is magnified based on the challenges these
organizations typically have had in embracing new technologies.
We’re making that easier for them without forcing them into a
model that they may not be comfortable with.
BP: I would say that the data integration story is much more robust
and thorough in this new release as well. There are a lot of other
systems where people need data, and being able to integrate with
other systems and government counterparts will be huge.
AXUG: What’s your advice for a User in the public sector industry
who is looking at improving on their implementation or business
processes in general?
DB: Of course, we want our Customers on Microsoft Dynamics AX 2012
to plan a move to the new Microsoft Dynamics AX. Short of that, I would
encourage them to not look at their implementation day as the completion
of their ERP project but instead as the beginning of the project. Think of a
mother giving birth; that is just the end of one part of her journey.
Continue to learn and look for opportunities to expand how you’re
using your solution. Go back and look at your notes to see what you
originally wanted your ERP to be. What were your objectives?
Now that you’ve gone through an implementation, have you met
your objectives? Revisit that and see if there are ways to improve what
you have in place.
BP: And as you do that, don’t be set in your ways. We have a lot of
Customers who say, “we have to do it this way”, and the reason is
because they’ve always done it that way.
In government, there are a lot of things in a box, and somebody put
you in that box. Because of that, look at everything, and see if you can
change just one thing that will improve the way your system works.
Also, keep up on patches and cumulative releases, even if you don’t
make the jump to the new Microsoft Dynamics AX. We’re always
releasing bug fixes, and ERP is a big investment. Think of these
updates as you would think about changing the oil in your car; you
need to keep up with it, especially if you want to see ROI.
I would also say to stay involved with the AXUG community. Microsoft
Dynamics AX is a cross-industry solution, and understanding how other
Users handle things, even if they’re in another industry, can be very helpful.
On the collaboration side, please use tools like Connect as we want
to hear the pains and issues our Customers face. Without that kind of
feedback, we can’t improve the solution to meet their needs. We’d also
like to have a pool of Users to choose from who are in the various persona
roles so that we can take the feedback we receive and go to a person who
is actually in that role to see if it would help satisfy a need. AXUG
Q2 2016 | 37
ERPs always promise increased productivity. The irony is that productivity always drops during times of
change. There are two dimensions to this so-called “productivity dip”: How deep it is, and how long it lasts.
If people don’t adopt the new ERP processes, that productivity dip may never end.
“How many psychiatrists does it take to change a light bulb?”
“One, but it has to really want to change.”
Swap the psychiatrist for a change agent, and the same joke could apply to your Microsoft Dynamics AX implementation:
Do your Users really want to change? Very few individuals adapt well to change, and your Microsoft Dynamics AX project
may be at risk if your people don’t embrace the new system right out of the gate.
story by David M. Erickson, Elevate HR, Inc., AXUG® Partner Member
38 | AXUG Magazine
feature
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Change leadership must lead the charge. A designated change agent will help get your implementation
heading in the right direction – forward – from the moment Microsoft Dynamics AX is selected as your
new ERP. A change agent is someone engaged with your implementation team whose job it is to ensure
that the productivity dip is shallow and of short duration. He or she is responsible for the change – not of
the system, but of the people whose lives are affected by it. A change agent can be someone with a formal
role or an informal one, but the role cannot be delegated, and its importance cannot be ignored. Specialists
and consultants in the area of change management can be of tremendous help in planning and execution,
but actual change must be led from inside your organization.
You may already have an experienced change agent in your company today, and he/she might not be who
you think. Management guru Dave Ulrich cites “managing transformation and change” as one of the four
key agendas of contemporary human resources (HR) organizations within companies. HR professionals,
in the role of change agent, are “both cultural guardians and cultural catalysts.”1 HR accelerates change
by driving it from within the firm’s mission, values, and culture. So it’s no wonder that a growing number
of Microsoft Dynamics AX implementations lead with human capital management (HCM), even before
finance. HR records are required by other Microsoft Dynamics AX modules, so leading with strong HCM
processes and a solid HR foundation promotes the overall efficiency of the suite. Many companies also find
that HCM can serve as an “early win” that makes change in other functions easier – and for those companies
that move forward with self-service, nowhere is broad change within a company more evident. Starting
with HCM allows companies to tap an organizational capability and to start change at the beginning.
How else do companies manage change with respect to their ERP? These five principles are key:
» Know what the real change is. Implementing a new system like Microsoft Dynamics AX is usually
a response to a broader business-driven transformation – a merger, divestiture, industry downturn,
reinvention, newly opened market, or innovation. The real story of the change is not the system; it’s
your business.
» Communicate the story early, and often. In the absence of information, people make it up,
and “it” is usually the most provocative of scenarios. So market the change – make the story clear,
informed, truthful. People will get on board with change fairly quickly if they understand the real
business purpose for it. Change is a daily activity – it is the present and the future, not the past. People
need to see it coming, not only that it’s here.
» Change must be personally embraced, not commanded. This applies not only to leadership
– the simple “lead by example” – but for everyone confronting change. There is a process to change,
often compared to the five stages of grief (denial, anger, bargaining, depression, and acceptance). We
get through these stages, but it takes a personal commitment to the vision of a new world. It also takes
time, and leaders must adapt first.
» Ground change in the familiar. Even radical change comes from or goes to somewhere, or it has an
outside context that is already familiar to people. Connect the dots between the past and the future,
between the internal changes and the outside world. Give change context, and the productivity gap
will shorten.
» Have fun with it. Microsoft Dynamics AX implementations take commitment, engagement,
tremendous energy, long hours – what motivates your people? Encourage connection to their
counterparts at other companies in the Microsoft Dynamics AX community. Recognize their
achievements. Throw a party or two. Have a contest. Give out t-shirts or other swag. Market the
change with humor. These projects don’t happen every day – enjoy them!
The Microsoft Dynamics AX Partner channel knows how to implement ERPs – we know how to screw
in the light bulb. But people are not light bulbs, and change is about people – nothing will change unless
people do. If not managed, change is the hardest of things. And think about starting your Microsoft
Dynamics AX implementation with HCM, or at least make it part of an early phase. Bring your change
agent(s) in early. AXUG
David M. Erickson is the CEO of Elevate HR, Inc. Want to talk with him more about change agents? You can
reach him at [email protected].
1Ulrich, Dave, Human Resource Champions (Harvard Business School Press, Boston MA), p. 30
Q2 2016 | 39
As a community built by Users for Users, AXUG® relies strictly on Members’ volunteer
efforts to help us grow and flourish. Everyone has different reasons for volunteering,
usually some combination of intrinsic and extrinsic benefits including personal and
professional development, service to others, developing a deeper network within the
community, and more. We are pleased to launch an expanded program to provide our
growing, diverse community of volunteers with more support to get engaged by sharing their time and
talents while developing personally and professionally, making a meaningful impact in the User Group
community, and being recognized for their valuable efforts in helping grow quality programming and
experiences across AXUG.
What’s In It for You? Givers Gain!
As a AXUG volunteer, you join an incredible network of peers and subject matter experts dedicated
to helping the User Group community. Our volunteers share that through their experiences, they receive
much more than they give: They are challenged, encouraged, and supported as they develop deeper
product knowledge, grow their skills, and expand their personal and professional network. Take the leap:
You’ll be glad you did!
As a member of the AXUG volunteer community, you’ll receive resources to connect you with
opportunities of interest and develop you in your role. This will include access to the virtual volunteer
community, library of training resources and events, dedicated communication and interaction with User
Group team members regarding your volunteer experiences and opportunities, and more.
Your Community Needs
You. It’s Easy to Get
Started!
It’s simple to get involved as a volunteer
with the User Group. Log into www.axug.
com/volunteer for details today! You’ll take
a few minutes to review the four ways to
volunteer and submit your volunteer profile,
sharing how you’d like to volunteer your
time, any specialty focus areas, and some
general information about your expertise
in Microsoft Dynamics AX. Then we will
follow up with you to discuss opportunities
matching your areas of interest. You’ll also
be invited to join the virtual AXUG volunteer
community, where you’ll learn about new
opportunities, network, and access training
and development resources.
4 WAYS TO VOLUNTEER:» PRESENT virtually in
webinars or in person at
conferences or local chapter
meetings
» INSTRUCT an Academy
course online or at
conferences
» SERVE on a User Group
board or committee, lead a
Special Interest Group (SIG), or
join a chapter leadership team
» WRITE a blog, magazine
article, or tech tip
Expanded Volunteer Program
Get Engaged in AXUGBrings You More Ways to
40 | AXUG Magazine
Stay Tuned for Updates!
We will continue to build the AXUG volunteer program to enable Members to share their knowledge
and experiences as passionate volunteer leaders who are actively supported in helping the User Group
grow and flourish. This is your User Group – get involved today: visit www.axug.com/volunteer to fill out
your volunteer profile and get connected. We’ll invite you to share your experiences, and you’ll keep up
to date on what’s new with the AXUG volunteer program. We look forward to involving you as a AXUG
volunteer, honoring our tradition of “for Users, by Users” and helping grow quality programming and
experiences across your User Group! AXUG
Volunteer Recognition
and Rewards
In September 2015, we launched the recognition
and rewards facet of the volunteer program.
Working with a group of User Group volunteers, we
created a plan to recognize the vital role volunteers
have in building a strong and valuable User Group
community. Volunteers will receive recognition of
contributions and earn points for each volunteer
activity contributed to the User Group. Points
accrued during each program year (Sep. 1
through Aug. 31) will go toward annual volunteer
appreciation rewards, the first of which will be
announced at AXUG Summit 2016 in Tampa,
Florida. We are excited for this enhancement to
the volunteer program, which strives to show
appreciation for volunteers’ contributions and
provide meaningful rewards of value. Log into
www.axug.com/volunteer for details!
VOLUNTEER APPRECIATION:» First annual Volunteer Rewards
to be announced at Summit
2016
» Recognition in the User Group
Magazine, website, and social
media
» User Group apparel
» Volunteer certificate/plaque
» VIP experience at Summit
» Discounts to User Group
Academy training
» And more!
Q2 2016 | 41
How to Restrict the Sale of an Item by Customer in Microsoft Dynamics AX
Visit www.axug.com/trend1 to view the full thread and read all comments.
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IT’S EASY TO POST A QUESTION OR A RESPONSE...Visit www.axug.com, log in, and click on Learn & Engage Open Forum. You can start a new topic or use the Search
feature to join an existing discussion.
The AXUG® Open Forum is a great place on the AXUG website for sharing best practices, tips and tricks,
and general knowledge with others. It’s also a place to post questions and get answers from other Microsoft
Dynamics AX users. The AXUG online community has more than 9,900 discussion posts.
Below are two recent topics that garnered much discussion. Check them out and then take a moment to share your
opinion, answer someone’s question, and/or post your own question (or quick tip that helps you be more efficient).
Batch Job and Date Time Issue
Visit www.axug.com/trend2 to view the full thread and read all comments.
TRENDINGTOPICS
42 | AXUG Magazine
Congratulations to Michael Grams of Northern Tool + Equipment for winning the Q1 2016
Word Find. Your prize is in the mail! Below are 25 words that relate to the topics and theme
in this issue of AXUG® 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
Aubrey Conrad
AXUG
Bingo
Change is Good
Culture
End User Training
ERP System Limits
European Congress
Filter Lists
Focus
Grant Wilson
Members
Merit Solutions
Microsoft Dynamics AX
Partners
Paul Martin
Public Sector
Security
Setup Tips
Summit
Telecommunications
Users
Volunteers
Western Computer
N A H C G N I N I A R T R E S U D N E A C A D M E
W S E C U R I T Y T W C T B I N G F O C U C A I C
I C O N G R E S B R I O E A D D O O G S I Y X C O
L M E T S Y S I A A L M L C E C S E T U A E S R M
S L I M I T N S C I S M E A U L C U L P U R C O P
O E R S S G Y E A N O U C S M R R S T T B B I S U
N N T R O A P M D I N N O I Y E E R U I R U M O T
G E A E P O R U E N G I M S F T P E F P E A A F E
G R A N T W I L S O N C M G I L A N I P Y R N T R
R P S A C L I M I T S A U O E R U T L U C O Y D W
S S S C H M E R I T S T N O M M L R T U O T D Y E
E Y E S A F I L T E U R I D A O M A E S N C T N S
T S R N N A C A D E M Y C C R C A P R E R E F A T
U T G O G S R L A Y M D A H T E R T L R A S O M E
P E N I E C E I C M I Y T A I L T R I T D C S I R
T M O T I I B S A E T N I N N E I A S R P I O C N
I L C U S L M T D S E A O G A T N I T A A L R S S
P I E L G B E S R W E S N T N X W N S I U B C A E
S M U O O U M E C O N R S A D N U I S N L U I X C
A I R S O P S S Y S T E M L I M I G T R S P M O T
N T O T E U R O P E A N C O N G R E S S E P A R T
T S P I R E T U P M O C N R E T S E W F O B R E N
T V E R S O L U T I O N S M I C R O S O F T M A X
E O A E O S T I R E M D O O G S I E G N A H C E N
L L N M F I L V O L U N T E E R S D Y N A M I C M
Q2 2016 | 43
COMPANY
Western Computer
INTERVIEWEES
Kelly Holwagner, Vice President of
Operations, and Jerry Hart, Microsoft
Dynamics AX Practice Manager
WEBSITE
www.westerncomputer.com
PHONE
805-581-5020
Kelly.holwagner@
westerncomputer.com;
HEADQUARTERS
Oxnard, California
INTERESTING FACT
Western is currently deploying
Microsoft Dynamics AX for an
international company in 37
countries with 200 facilities
worldwide.
VAR PARTNER MEMBER SINCE
2009
KELLY HOLWAGNER
JERRY HART
AXUG: How long has Western Computer been
in business?
Kelly Holwagner (KH): Western Computer is in
its 29th year. We started offering Navision (now
Microsoft Dynamics NAV) before Microsoft’s
acquisition and then moved into Microsoft
Dynamics AX and Microsoft Dynamics CRM. I
think the longevity of our company breaks down
to how we treat our Customers. We’re about more
than implementing solutions. We’re bringing value
to our clients by supporting them through the
entire process.
Jerry Hart (JH): Western has a rich history of
providing expertise for both Microsoft Dynamics
AX and Microsoft Dynamics NAV Customers.
By offering and supporting both solutions, we
can provide our Customers with expertise, future
growth, and a long-term roadmap. Western has
expanded with global businesses to support their
international requirements.
AXUG: Tell us more about what you offer and
how you support your clients.
JH: We offer our Customers the ability to
understand their complex business requirements
with solid industry and in-depth Microsoft
Dynamics AX knowledge. As a Microsoft
Dynamics NAV, Microsoft Dynamics AX, and
Microsoft Dynamics CRM Partner, we’re able to
provide end-to-end services to our Customer base.
We’re invested in understanding their needs and
requirements from the very beginning. Western
works in both small business and large enterprise,
and that gives our Customers the flexibility to
grow and know there is a roadmap into the future
for them with Microsoft and Western Computer
solutions.
KH: We’re their Partner in change management
from the first time we meet them, through the sale,
implementation, and support of that Customer.
We have an extensive process, communicating
with our Customers every step of the way so that
they can transform their business with a new
solution.
JH: By providing a full range of business solutions,
we can provide a complete solution. We support our
Customers by understanding their business goals,
needs, and priorities. Our change management
starts the first day we meet our clients, through
the implementation and with dedicated Customer
account managers that are available to ensure we
are meeting their needs and helping to provide
continuous improvement for their business.
AXUG: Do you work in any vertical markets?
JH: With our Microsoft Dynamics AX business,
we focus and have in-depth knowledge and
experience from a business and functionality
perspective for project-based construction and
engineering companies. This includes providing
complex manufacturing and mixed-mode
capabilities for make to order, configure to order,
engineer to order, heavy estimating requirements,
discrete manufacturing, advanced distribution,
and any combination of the above both nationally
and globally.
AXUG: What’s on the horizon for your Microsoft
Dynamics AX clients?
JH: We are very excited about the new
opportunities that Microsoft Dynamics AX
will provide in regards to cloud or on-premises
solutions, the ability to extend with mobile
applications, utilizing Power BI for business
intelligence, and for providing our Customers with
the complete solution today and into the future.
VAR Partner Solution Showcase
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44 | AXUG Magazine
KH: Western is also engaged with the TAP program for the new
release of Microsoft Dynamics AX with one of our Customers, and
we are really excited about that.
AXUG: Tell me more about the TAP program.
KH: It’s a beta-type program where Microsoft works with Customers
on the new release through what’s called TAP (technical adoption
program). We’re excited about the added capabilities of the new
Microsoft Dynamics AX with cloud and on-premises hybrid options.
JH: I am on the AXUG Focus committee to provide deep-dive
educational programs for Microsoft Dynamics AX Users across the
world. Western has a TAP program for Customers that puts us at the
forefront of technology and in helping them to implement the new
Microsoft Dynamics AX. Through the TAP program, we work closely
with Microsoft and our Customers to provide clear communications on
the needs of our Customers as well as fine-tuning Microsoft Dynamics
AX functionality in the new release and providing a roadmap for
the future. We are actively involved in the Microsoft Dynamics AX
focus groups in addition to the TAP program. Western is a leader in
educating the AXUG base in regard to Lifecycle Services (LCS) by
partnering with Microsoft and providing hands-on assistance.
AXUG: How would you describe the culture of your business?
KH: I worked at Microsoft for many years and have always been
very passionate for driving change that helps Customers with their
businesses. I also worked closely with Andy Hafer and Frank Vukovits
at the beginning of AXUG and love how it pulls people together to
share knowledge and leverage different tools.
I think the AXUG culture is very similar to the culture here
at Western Computer and is a big reason I chose to work here.
We help our Customers be self-sufficient and encourage them to
get involved in AXUG to get the best value out of their solution.
We’re strong believers in trust being the foundation to a good
relationship, and that’s a key fundamental that has made our
business a success.
JH: Western cares deeply about working with our Customers,
Partners, and employees to provide real value to businesses we
work with in a respectful and honest way. We strive to empower
and to develop our expertise in the industries we serve so that
we can achieve our goals and continue to improve and provide
Customer satisfaction. Our first priority is to partner with
our Customers to achieve their business solution goals and
priorities. AXUG
“The strategy Western Computer showed us in their RFP response and
presentation demonstrated that they know how to do this right.
Their knowledge and experience were impressive, far and away the best
of everyone we considered. They delivered on time, on budget, and there
were no problems after the go-live date.”
Richard Hannah, VP of Information Services for Gibsons
Q2 2016 | 45
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48 | AXUG Magazine
story by Don Riggs, enVista, AXUG® Partner Member
It is hard to argue with successful entrepreneurs that their processes are not the primary reason
for their company’s success. Not only are they supportive of the process, but they also may have
actually authored it. Companies, whether they perform well or poorly, will hang onto their processes
for dear life. They have been institutionalized and are almost unchangeable.
The question is, does the process drive success? How can two companies using exactly the same
process get wildly different results? I believe that it is the execution of the process and the focus on the
results that truly make the difference. In short, it is the people that affect the results, not the process. The
process only affects the results if it is a bad process.
This means there can be many processes that can achieve the desired result. It also means that the
biggest obstacle to adapting different processes is the people executing them.
That in a nutshell is what this article is about.
Every Company is Special
One thing that is true of virtually every company I’ve spoken with is that they feel they are unique. This
can be their philosophy, culture, price, delivery, or their dedication to good Customer service. They feel
there are specific characteristics that give them their competitive advantage. And I agree! What we have
to determine is if this is a perceived difference or an actual difference. In the case of an actual difference,
it is important to give it special consideration as this may create the company’s strategic advantage. In the
case of a perceived difference, however, it mainly just needs to be understood as both are important to the
individual company.
Another way to look at it is to look at the percentage one company may differ from one company to
another in the same space. It would be fair to say that two manufacturing companies are at least 80 percent
the same. Therefore, it is really important to focus on the 20 percent and accept the 80 percent.
This in no way diminishes the pride and belief people have in their company. On the contrary, I am
merely saying it is because of them and the execution of the process that makes it successful. Too much
credit or blame is given to the process.
Is it the Process or the Outcome That is Important?
Let’s take a minute to take a closer look at this. Is it the process or the proper execution of the process
that gives us the desired results? I would submit that the proper execution of the process is much more
important than the process itself. The other more important aspect is whether or not the process achieves
the desired results.
Without measurement, we have no way to compare one process to the other. How do we know a particular
process is superior? It could be argued that the achieving of the correct result is the most important. If this
is so, then whatever process we use to get the desired result is only defined by its efficiency.
It is like blaming a baseball manager that his team is not hitting. Managing a baseball team is a process.
Winning of baseball games is a desired result. No matter how good or bad your process is, if it is not being
executed effectively, it will not get the desired result. (Oh, if it only was that easy!)
Understanding the Constraint
I would like to now take this and frame it around an ERP implementation process. No matter how
skillful we allow flexibility to be configured in a specific process, we are constrained by that process. This
means that we do not have an infinite amount of choices when it comes to business mapping within the
ERP system. Although there are other choices, the best decision path is to generally use the processes the
system gives you.
The single biggest challenge to the success or failure of an ERP implementation is not understanding and
accepting this constraint. A company’s resistance to change can doom a project, and it is vital to look at a
process in two ways. The first is, does it meet the desired goal? The second is, how efficient is it in getting to
that desired goal? The process itself is unimportant provided it achieves the goals and efficiencies required.
Q2 2016 | 49
People Within the Process
We must give people space to allow them to identify the needs and the goals of a process. It is amazing,
but by simply doing this we may find the need is not as important as first identified. It is important to
understand that we must give people space and not attack their position. If we do, they will hang on to that
in spite of any attempts to change their opinion.
It also takes a very special management and a huge amount of trust to change an organization’s processes.
Support of upper level management is vital, and they must support the change management process from
the beginning, or it cannot occur.
I have seen a project team work diligently and come up with a good acceptable decision. I have then
seen it overridden by upper level management. This is one of the most disruptive things that can happen
in a project. The team loses all hope, momentum, and confidence at that point. Sometimes this override is
with cause, and in that case, we better define their responsibilities to the project. In some cases it is without
cause, and can even be a statement of authority. For whatever reason, it is destructive and needs to be dealt
with as uninformed, egotistical, upper level management can doom a project from the start.
We Can Just Change It
A typical way of dealing with reluctance to change is to change the process and the ERP system. Sounds
simple; just make it do this. Here is the reality of that situation. In my experience in taking over failed
implementations, the single biggest reason for failure has been changing the ERP processes. This is
typically called customization. Ask yourself something, would you buy a car that there was only one of in
the universe? What do you think this would mean to maintenance reliability and risk? If you consider it in
that way, why are you so convinced that this is the right way to do it with your ERP system?
Customization is the single biggest reason for failure, cost overruns, and continuing cost. What drives
customization is the inability for companies to change.
In speaking with people on upgrades, I have never had one wish they had done more customizations.
This opposite is true; they wish they had done fewer. The biggest problems and continuing cost had come
from customizations. In an upgrade, we typically remove 65 percent or greater customizations from the
previous version.
The Best Approach
Now that we’ve established the considerations and risks associated with this process, let’s talk about an
approach to this problem.
The first principle is that no system-level change will be made until every other option is exhausted. This
means that the differences between the two processes must be quantified. People will need to be open-
minded because we cannot make a business decision based on likes and dislikes. It is almost guaranteed
that people will not like the new processes, even if they are superior. It is important that the company truly
understands the process. They need to commit the time before rejecting it out of hand. Unfortunately,
many process decisions are based on alarmingly little effort.
The second principle is to focus on the processes that are unique to the industry, and most specifically,
your company. In this area, the system must prove it can in fact address this need. The processes need to
be identified, clearly understood by all parties, and have a clear identification of the expectations. We need
to make sure any true company need is addressed.
The third principle is that any processes that are not unique to the company are looked at differently. The
ERP system should be looked at as the new process. This means that it becomes the standard until proven
that it cannot address specific company needs. The difference being the system needs to prove it cannot do
something. This allows us to focus on the second principle.
The fourth principle is that any customization must meet the following criteria to even be considered:
» The business need is clearly not addressed within the framework of the ERP system.
» Any other changes are made to improve efficiency and accuracy.
» The change must be cost-justified.
The offset to efficiency is scale. It is hard to justify the change to a process that occurs 10 times a day
unless this process takes in an inordinate amount of time and can be vastly improved. Otherwise there is
no justification for the change. This gets people to really think about their process when they have to put
it in terms of savings and dollars.
The fifth principle is that the business owner of the processes needs to be actively involved in the ERP
implementation. How many of you would send the IT department out to buy a car for you? Why would a
50 | AXUG Magazine
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business think that IT can represent all the business needs of a company? IT is a support function to the
project; IT should not be forced to make decisions on behalf of the company. If the business is not involved
in the process, they are simply not doing their jobs. Outside of customization, this is the second biggest
reason why implementations fail.
The sixth principle is that everyone is responsible for scope. Scope creep is the biggest single threat
to timeline and budgets. There must be a formal process for defining changes to scope, and it must be
enforced. If you allow anyone to direct change, you cannot in any way hope to control outcome.
Conclusion
It is not enough to say that change is inevitable. It is important to understand the change, and expectations
must be managed. It is important to understand that the ERP system puts a constraint on creativity. It is
understanding and effectively dealing with these constraints that define success or failure.
The process reminds me of a story I once read. In that story, a young man was complaining about having
the same thing in the lunch line three days in a row. The old man he was speaking with looked at him
with sad eyes and said, “You know, Mr. Davis, your problem is that you cannot understand the difference
between an inconvenience and a problem. If you have nothing to eat, that is a problem. If your house is
burning down, that is a problem. Having the same thing for lunch three days in a row is an inconvenience.”
Make sure you are addressing the problems and accepting the inconveniences. AXUG
Don Riggs is a senior director AX applications architect for enVista. He can be reached at [email protected].
Q2 2016 | 51
5MINUTES
VOLUNTEERWITH AXUG’S
Paul Martin
Expert ERP Analyst
TempurSealy International, Inc.
OF THE QUARTER
Who I’m following on social media right
now…
It’s hard to narrow down to one single person,
but I’m always interested in people who are in
the same career path and that I can learn from. I
always want to learn something new.
On my desk right now…
Preparations for a go-live, data load validations,
testing for some modifications, and supporting
documentation for our end-to-end testing.
My three goals for 2016…
» A successful go-live
» Continue volunteering and participating
in AXUG
» Gain more knowledge in the financial
areas of Microsoft Dynamics AX
What I do when I’m not at work…
Spend time with my grandson and read a good
book.
The best advice I ever received…
Two things: The first, “You will test it, one way
or the other might be in production, but it will
get tested.” The second, “Everything hard is
just something simple you don’t understand yet,
because once you understand it, it is simple.”
52 | AXUG Magazine
AXUG®: How did Merit Solutions get its start?
Josh Richards (JR): Merit Solutions was founded
in 1999 as a Microsoft Dynamics GP Partner with
deep experience in the manufacturing industry
and with supply chain processes. Most of our
growth and success in those early years came
through client referrals and strong community
relationships. In fact, in the early 2000s, we were
asked to help one of the Big 4 build out a life
sciences consulting practice. Shortly thereafter, we
began developing our own IP as well as performing
OEM work directly for Microsoft.
We received a lot of awards from Microsoft
early on due to the success our clients were having
with Microsoft Dynamics GP. However, that same
success and growth led to challenges with Microsoft
Dynamics GP, and our clients began outgrowing
the capabilities of the platform. As they grew, they
needed a solution that was more scalable, supported
global operations, and had more robust capabilities.
That’s when we started looking at Microsoft
Dynamics AX for our client base, and around
2008, we formally made the strategic move to
providing end-to-end services around Microsoft
Dynamics AX. While we still support some of our
matured Microsoft Dynamics GP ISV solutions
and clients, we now work exclusively with medium
to large global enterprises that want to invest in
the Microsoft Dynamics AX platform.
AXUG: How does Microsoft Dynamics AX better
scale for your clients?
JR: While Microsoft Dynamics GP will always fit in
with smaller, earlier-stage organizations, today our
clients are rapidly growing, value-generating global
organizations. They have complex supply chains, rely
on distributed networks of suppliers and partners,
and need to comply with a variety of global and local
compliance requirements. Microsoft Dynamics
GP is not intended to support the operational and
process needs of these types of organizations.
AXUG: What services do you offer for Microsoft
Dynamics AX?
JR: Merit provides end-to-end consulting
and development services for evaluating,
implementing, extending, and supporting
Microsoft Dynamics AX. Specifically, our mobile
team works with Microsoft Dynamics AX Users
to develop mobility strategies and design cross-
platform, scalable applications that maintain
integration with critical back-end business systems
and external/online data sources.
Our MeritCare offering provides clients with
ongoing support and Azure/cloud-managed
services. This team also manages a lot of the
Microsoft Dynamics AX rescue work we’ve
performed over the past couple of years. Our
MeritCare team is U.S.-based and isn’t a traditional
“help desk” approach. Most often, when clients
call in with requests, our team can resolve them
immediately on the phone.
Our AXcelerate offering is a pre-configured,
cloud-based rapid deployment offering that
reduces the time and cost to implement Microsoft
Dynamics AX by up to 40 percent. In fact, we had
two clients go live on January 1 this year whose
projects were shorter than three months!
And MAXLife is our validation-ready offering
of Microsoft Dynamics AX for pharma, medical
device, and biotech organizations. Like AXcelerate,
MAXLife can be rapidly deployed and includes
additional quality and compliance functionality
needed by FDA-regulated organizations.
AXUG: Have your mobile and cloud development
services been in high demand lately?
JR: There has definitely been an increase in
demand. With the upcoming release of Microsoft
Dynamics AX 7, or Microsoft Dynamics AX as it’s
now called, I think the push for mobile will be even
greater than before.
And what’s positive is that we’re seeing demand
increase across a number of industries. Field
services organizations have long been adopters of
mobile solutions, so it should not be surprising to
learn that we’ve developed a mobile field services
application for one of our Microsoft Dynamics AX
COMPANY
Merit Solutions
INTERVIEWEE
Josh Richards,
Marketing Director
PHONE
630-614-7133
WEBSITE
www.meritsolutions.com
ISV PARTNER MEMBER SINCE
2011
ISV Partner Solution Showcase
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54 | AXUG Magazine
clients, Stanley Steemer. The life sciences industry, on the other hand,
has traditionally avoided mobile technologies due to compliance and
security requirements. But we’re now working with numerous FDA-
regulated organizations to design and implement mobile solutions
and strategies – including voice-activated Microsoft Dynamics AX
mobile solutions. We’re even doing mobile development work for
Microsoft right now.
AXUG: What kind of concerns do your clients have around a
mobile strategy?
JR: We recently conducted our own research on mobile strategies and
what most concerns executives today. As has been the case for years,
“controlling data security” was the main concern cited by a large
majority of our respondents. However, there are a number of very
strong mobile device management and data security tools available
today that should make security less of a risk. Such so that security
threats should no longer prevent any company from mobilizing
business processes. Corporate data needs to be stored, monitored,
and secured somewhere by someone. Organizations need to compare
the costs, quality, and benefits of building out the capacity to do so
internally versus trusting an external partner to be held accountable.
We also saw a large percentage of respondents concerned about
the expected costs to develop and support User-friendly mobile
solutions – on multiple platforms. However, with development
tools and platforms like Xamarin, companies can build high-quality,
high-performance, cross-platform native apps for iOS, Android, and
Windows in a fraction of the time.
AXUG: This magazine issue focuses on change management. How
do you help Microsoft Dynamics AX Users deal with change?
JR: Oh man; change is hard. There are so many different levels
and types of change, whether it’s the way a particular process is
completed or a change in the people performing those processes. A
lot of companies struggle when trying to address change because it is
more conceptual and deals with predicting behaviors and responses
to change. It is very difficult to understand what impact even minor
changes will have on people – for some, simply moving one button or
changing the color of text can cause major stress.
Microsoft Dynamics AX projects are business transformations
that require organizations to proactively plan for and invest in change
management strategies. One of the most critical components of those
change management plans should be communication; it is imperative
that communication flows early and often up and down the entire
organization. Every change and phase of the project needs to be
communicated with ample feedback opportunities for end Users,
giving them enough notice about incoming changes, providing the
business context for why the change is occurring, and encouraging
them to more easily accept and buy into change.
AXUG: Why do Microsoft Dynamics AX Users love working with
Merit Solutions?
JR: It may be cliché to say it, but the heart of everything that we do
is in our core values. At Merit Solutions, we are deeply committed
to: Providing the highest quality, operating with integrity, earning
and maintaining trust, and providing our team members with an
outstanding work environment and organizational culture. Our
clients repeatedly refer to these core values as the reasons they
continue to work with us. And they tell us that we are unmatched in
our drive to exceed the results they seek.
AXUG: What do you have coming up for Microsoft Dynamics AX
Users in 2016?
JR: We’re excited for the big release of Microsoft Dynamics AX, so
we’re in the process of making all our offerings true cloud solutions.
We’re also looking at further investments into our offerings to provide
more cost-effective and complete solutions for our clients.
We expect to see more and more Microsoft Dynamics AX clients
that want to extend their data to mobile devices via cloud services.
We expect this to be especially true within the life sciences industry,
where you’ll start seeing mobile options for requirements around
clinical trials, manufacturing execution, medical device service and
repair, medical records management, and more.
With the new Microsoft Dynamics AX, clients will want to
implement faster and cheaper than ever before. However, it will be
important to speed up the implementation and reduce the costs
without sacrificing quality and value. Our clients will benefit from
this shift to the cloud because we are continuously defining and
refining our implementation methodology and looking for ways to
make Microsoft Dynamics AX implementations more standardized,
repeatable, and cost-effective. AXUG
“Merit hires seasoned, knowledgeable, and collegial ERP experts who
genuinely care about providing superior value at a reasonable cost. They seem
at all times to have our best, long-term interests at heart, even when that might
detract from their short-term revenue prospects, understanding that this is key
to their excellent reputation and successful business model.”
Erik Nelson, VP of IT, Volcano Corporation
Q2 2016 | 55
2 0 1 6
axugfocus.com
Setting Sights on AXUG Focus 2016A Dynamics® AX User’s Point of View: Q&A with Pauletta Kluth, Montana Silversmiths
In June, Microsoft Dynamics AX Users will gather in the Chicago Metro Area (Schaumberg, IL) to dig deeper into educational topics focusing on roles, industries, and product versions. This year’s conference will feature three primary tracks: Finance, BI & Reporting,
and Technical. Each track will offer intensive, 90-minute sessions where Users can get their questions answered and gain new skills to add to their Dynamics AX toolbox.
Pauletta Kluth is a Program Manager at Montana Silversmiths, a Montana-based western buckles and jewelry manufacturer. Kluth is also a member of the AXUG Focus 2016 Programming Committee, and like her peers Kluth believes
about topics important to the AX community.
We were able to ask Kluth a few questions about this year’s conference:
AXUG: What are you looking forward to the most about AXUG Focus?
Pauletta Kluth (PK): Personally, I love the networking. The most valuable takeaway for me has been the connections with other AX Users. Plus, I am looking forward to strengthening my
how to use AX better within that role.
AXUG: How will AXUG Focus help solve a problem an organization is facing?
PK: If an organization is resisting Dynamics training, it may be because they are facing an obstacle
such as time and money. AXUG Focus is a cost-effective, time-condensed way for a company to equip a team member with necessary skills through a series of sessions that most applies to their job role.
AXUG: How will AXUG Focus help solve a problem an individual might face in their role?
PK:wear many hats in our daily job functions. AXUG Focus 2016 is a multi-track conference, allowing participants to pick and choose sessions across three tracks that most apply to what they do on a daily basis. This format allows participants to customize their learning and interact with peers that face the same issues and are in a similar job role. By making those connections with other Users at AXUG Focus, participants will always have someone they can send a quick email to and ask a question. Participants may also feel more comfortable posting to the online discussion
make later interactions much more personal and as a user, they will have a new level of
AXUG: How do you expect AXUG Focus to help elevate Users professionally?
PK: It is inevitable that a user gains professional skills during AXUG Focus, where they will be able to bring knowledge back to their organization
Users. As an individual, if you can become the AX expert in your organization and pass that knowledge onto others, you will reap what you sow.
AXUG: What advice would you give to someone considering attending AXUG Focus?
PK:of gained knowledge you can bring back and immediately apply to your organization, far outweighs the conference expense and
Chicago Metro Area | June 7–8
56 | AXUG Magazine
viewpointf r o m t h e f r o n t l i n e
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Does change bring fear of the unknown – or is it an exciting challenge that you want to
be in on, or do you feel something in between: Apprehension, but you’re willing to give
it some attention? Thoughts like this swirl in everyone’s minds whenever a new project,
system implementation, or company change is in the works. I’ve seen too much of this in
my years as a project manager, especially when implementing a new application – such
as Microsoft Dynamics AX – that has broad reaches into the company. People are wondering about what
processes will change, whether their jobs will be affected or possibly even eliminated, or whether there will
be no affect to their jobs at all. There is talk in the hallways – guessing, wondering, pre-supposing…etc.
From my perspective as a project manager, change management is something that should be top of
mind when a new project or initiative is being discussed. It should be tackled proactively. Change should
be considered just as important as gathering requirements. Without buy-in and adoption, there is NO
project – at least not a successful one!
In the planning phase, consider the change it will have to the organization. Will it just affect one
department, or are there cross-functional impacts? Talking it over with HR may be helpful as they may see
a human component that you may not have recognized. Here are some important items to include:
CHANGEwhat does it mean to you?story by GG Rowe, Planar, a Leyard company, AXUG® User Member
58 | AXUG Magazine
» Create a project steering committee – Included should be your key sponsor who is funding the
effort along with other affected department managers. For an ERP implementation, this is typically top-
level management. On smaller efforts, it might be middle management or a specific department head. This
group should be able to provide insight on their organization and attitude toward any perceived changes.
» Build a communication plan – Define a schedule of when to communicate and what the content of
each message should be. It may start fairly high-level and then get more specific as the project progresses.
» Develop a strong core team – Sometimes your loudest naysayer can be your best advocate and
team member! The core team is an important component of a project. Select the right people to work
on the project – ones that are open to change, willing to experiment, can think outside of the box.
This team will help define the processes and ensure that what is important remains and that what can
be changed to fit the system is indeed changed. They will become your best communicators for the
project and for any changes that will be implemented.
During project execution, it is important to have periodic communications. Consider brown bag events to
respond to open questions and answers. Focus group meetings is another idea for getting in front of a particular
group that is thought to be impacted or has concerns. Whatever avenues are chosen, concerns can be aired and
hopefully any issues can be alleviated before they become problems and a roadblock to success. At a minimum,
this provides opportunities for people to voice their thoughts. Two key factors here are LISTENING and
following through! Every project team member should be actively listening to conversations around them. And
then they should be making sure there is a communication feedback loop. This can be difficult since you may
hear things you didn’t want to know, but it is best to be open, honest, and tackle them head on. Even saying, “I
don’t know right now” or, “I’ll have to get back to you” is better than no response. Provide an opportunity for
people to get involved, if possible. Maybe they will volunteer to be a tester!
At project roll-out, be sure to have adequate training and documentation coverage. One area
easily missed is training for the casual or inquiry Users. These people are important for adoption
since they are typically your data analysts that need to understand the information to make
recommendations and decisions. Here’s an idea from a past project: Have the core team wear
team shirts and roam around so that they can be easily spotted to answer questions and resolve
any start-up questions. A daily stand-up at the beginning or end of the day to review issues is
a good way to ensure nothing is dropped, and it keeps the core team in sync with issues. This
is especially important if you have multiple regions affected.
Each steering committee member should have the project regularly on their staff meeting
agenda as well as in 1:1 discussions. Conveying status, impact, and implications is important
as well as showing management involvement, support, and buy-in. For an ERP project, it
should also be a topic for executive staff so that an overall understanding of the effect on the
company as a whole as well as the cross-functional concerns and issues are discussed. The
management team will need to help make decisions to resolve issues related to resources,
priorities, and cross-functional impacts. A key factor here is SUPPORT!
In summary, embrace change – life never stands still. And again, coming from a
project manager, it is always about change! AXUG
GG Rowe is the IT applications manager and project manager for Planar, a Leyard company.
Want to talk about what change means to you? Contact GG at [email protected].
Q2 2016 | 59
AXUG® reached out to Members
on the AXUG Open Forum to ask
their best advice for someone
whose company is currently
going through an acquisition or
merger.
topicon
...with AXUG Members
1
2
60 | AXUG Magazine
Kerry L. Hughes Director, Financial Applications Zones, Inc.
At my previous job, I experienced many acquisitions and one
merger; all where my company was the acquirer. The last deal was one
where our largest competitor acquired us, while calling it a “merger”,
so I’ve been on both sides of things!
The advice I extended to everyone I was involved with, on every
deal, was to stay calm and try not to make any rash decisions. That
has always worked out for me. There can be a lot of fear amongst
the folks being acquired or merged. As humans, it seems our default
concern is, “What does this mean for me?” Usually, when the deal
is new, there are no clear answers to such questions. If we keep our
heads about us, continue to be our best selves (meaning having no
regrets for bad/poor behavior and judgement), then we can assess the
situation as it unfolds, both professionally and personally.
Because of my last deal, one where an inaccurate label was placed
on the situation (“merger”), where anything related to our company
was deemed inferior by the other company, I have even more empathy
for the acquirees. In the future, I will take additional effort to keep in
mind that the folks I’m working with may be feeling extreme distress.
At the end of our lives, most of us won’t consider events in our
professional careers as extremely important. We will value our
relationships with people. And having self-respect and few or no
regrets!
Seth Derevensky Director RSM US LLP
I have some good experience in this area as I was leading a project
for one of the country’s largest online retailers of licensed sports
apparel. A few years ago, they had gone through a fairly substantial
acquisition (and just announced another one) and there were a lot
of unknowns that required some key decision making in order to
effectively upgrade them to the latest version of Microsoft Dynamics
AX and centralize or consolidate their new business.
Partner Selection
It would be wise to bring in your trusted advisors, those with
experience in this area, sooner than later so that they can provide
the insights as well as help facilitate and steer the future direction
and identify some of the key business decisions that need to be made.
ERP Strategy
First and foremost, there needs to be an evaluation of core ERP
systems and ultimately, a strategic ERP course of action would
need to be defined. With the resulting increased size, volumes,
transactions, employees, etc., are their respective, current ERP
systems and infrastructure scalable to meet the needs of the
combined business and their five- to 10-year growth plans. This
should include any other relevant systems that may integrate with
their ERP, such as e-commerce and Point-of-Sale (POS) solutions. At
the risk of oversimplifying, the underlying decision should consist
of either onboarding one of the businesses onto the other’s ERP
system/framework or maintain distinct, separate systems and build
respective integrations to allow for at minimum, financial reporting
consolidation.
Business Processes
After the ERP strategic direction is solidified, it would be a
worthwhile investment to identify and marry up key business
processes within the respective organizations. It would be wise to
consider one company’s core competency or competitive advantage
when determining a future-state business process for the combined
company. For instance, does one company excel at purchasing and
inventory control, while the other knows how to better market the
product or provide superior customer service.
Logistics/Responsibilities
An added output of this exercise will also be whether to factor in
any form of geographical and/or logistical restructure. For example,
as a result of the merger/acquisition, there are now two A/R or A/P
departments. In this scenario, does it make sense to the business
to keep both locations or centralize the departments? Will they
govern their existing accounts or are they now responsible for a
different subset of customers or vendors? Additionally, as part of the
acquisition, a strategic decision should be made on the fulfillment
centers, specifically as they pertain to geographical representations
and product lines. In other words, with the combined product
assortments, which SKUs should be housed where? Should each
warehouse carry all products or should we designate specific products
or assortments in specific strategic locations?
Data
Depending on the size of each respective business, specifically
as it pertains to data elements, more times than not, the biggest
challenge is the consolidation of data collection and determining
commonalities amongst them. In the event the companies share the
same customers, vendors, and products, a strategy should be defined
as to how best reconcile and merge said data. There are means and
tools to help facilitate this process, but it can be tricky because at
the end of the day, your customers and products are typically the
lifeline of any business. This data, however, spans across vendors,
chart of accounts, invoices, open POs, fixed assets, etc., and can be
a very laborious and lengthy process. In my specific example, it took
a considerable amount of time given the SKU count (i.e. millions).
IT can most definitely assist the business in this area and there are
means by which common or duplicate data can be identified and
merged; however there are times where the process may have to be
manual. Additionally, in the event the decision to keep disparate
systems in place, it will be very important to clearly define the “system
of record” for each pertinent data entity. In turn, this should help ease
some confusion and help drive the appropriate integration and data
migration strategies.
Positive Attitude
Lastly, try and remain positive and have a positive outlook
throughout the process. Acquisitions and mergers can be difficult
for many people; especially surrounding the uncertainty around job
security. Thus, be considerate of that and continue to demonstrate
that change can be good and that each employee plays an integral
part to the future success of the new company. AXUG
1
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Q2 2016 | 61
Discount Pricing
» Relation: Line Discount (Sales)
» Currency: Use company currency
» Account Code: Group
» Account Selection: Line discount group
» Item Code: All
» Item Selection: (Blank)
» From Date: Blank or the start date of the discount
» To Date: Blank or the end date of the discount
» From: Minimum quantity you want the discount to be applied
» To: Maximum quantity you want the discount to be applied
» Find Next: Checked
» Percent 1: Discount percent that needs to be initially applied
to the trade agreement
» Percent 2: Blank or zero
» Disregard Lead Time: Checked
Example Discount Trade Agreement (image has been reduced to
fit):
Key Terms
» Relation: This is the type of price or discount. This can be Price
(Sales) or Line discount (Sales) depending on what type of trade
agreement line is listed.
» Currency: This is the currency code used in the trade agreement.
» Account Code: This can be All, Group, and Table depending
on the trade agreement line. In most cases you will use Group
when adding discount groups, and you will use Group/Table
when adding contract pricing. Table will be used if you are
specifying the Customer, and you will use group if you are using
a price group from the Customer setup.
» Account Selection: This will either be the Customer price
group, Customer number, or the discount group from the
Customer master.
» Item Code: This can be All, Group, and Table depending on the
trade agreement line. In most cases you will use “All” or “Table”.
All will be used when you are wanting to apply the discount or
price to all items no matter what the item number or item price/
discount group is in released products. Table will be used for
contract pricing because you are normally specifying pricing for
a specific item.
» Item Selection: This will be left blank if the item code is set to
All, but if it is set to Table or Group, you must fill this in. If you
select Table, you will need to specify the item number, but if you
select Group, you will need to either select the item price group
or the item discount group depending on the trade agreement
line.
» From/To Dates: These can be set to either blank or a start and
end date depending on the expiration of the trade agreement
line.
» From/To Quantities: These can be either set to zero or a range
that you would like the trade agreement applied.
» Find Next: This tells the trade agreement line to continue
looking for the next discount/price in the trade agreement.
» Disregard Lead Time: If this is checked, the sales order will
use the lead time setup in the company setup or on the item
setup.
Sales Trade Agreement Setup Tipsby Brent Hester, Kason Industries, AXUG® User Member
t t&TIPS & TRICKS
62 | AXUG Magazine
Contract Pricing
» Relation: Price (Sales)
» Currency: Use company currency
» Account Code: Table/Group
» Account Relation: Customer number or Customer price
group
» Item Code: Table
» Item Relation: Item from released products
» Unit: Standard sales unit of measure
» From Date: The start date of the contract
» To Date: The end date of the contract
» From: Minimum quantity that you want the price to apply to
» To: Maximum quantity that you want the price to apply to
» Amount: Contract price amount value in the trade agreement
currency
» Find Next: Not checked
» Disregard Lead Time: Checked
Example Contract Trade Agreement (image has been reduced to
fit):
Quantity Breaks
» Relation: Line Discount (Sales)
» Currency: Use company currency
» Account Code: All
» Account Selection: (Blank)
» Item Code: Table
» Item Relation: Item from released products
» Unit: Default sales unit of measure
» From/To Date: Date range you want the discount applied
» From: Minimum quantity you want the discount applied
» To: Maximum quantity you want the discount applied
» Percent 2: The additional discount that needs to be applied
after the initial discount from the Customer setup
» Percent 1: Blank or zero
» Disregard Lead Time: Checked
Example Quantity Break Trade Agreement (image has been
reduced to fit):
AR Pricing Parameters
AXUG
Brent Hester is an IT analyst/developer at Kason Industries. He can be
reached at [email protected].
Q2 2016 | 63
industry showcase
TALKTALK
COMMUNICATIONS
LIMITED
Warrington, England
TalkTalk Communications
Limited is a company that
provides pay television,
telecommunications,
Internet access, and
mobile network services to
businesses and consumers in
the United Kingdom.
GRUPO GTD.
Santiago, Chile
Since 1979, Grupo
Gtd. has strived to be
a telecommunications
company that delivers the
best service to its customers
through a personalized
service and the delivery
of leading-edge technical
solutions adjusted to their
requirements.
EUROPEAN
BROADCASTING UNION
Le Grand-Saconnex,
Switzerland
The European Broadcasting
Union (EBU) is the world’s
leading alliance of public
service media (PSM). They
serve 73 Members in 56
countries that run more than
780 television and 1,040
radio services and broadcast
in 123 languages to a
potential audience of 1.03
billion people.
SUMITOMO ELECTRIC
LIGHTWAVE CORP.
Research Triangle Park,
North Carolina
Their experience in fiber
optic technology and
exceptional service to
the customer – then and
now – have positioned
Sumitomo Electric
Lightwave as a recognized
leader in the innovation,
design, development,
and manufacturing of
advanced and integrated
end-to-end solutions for
data center, enterprise, and
communication network
customers.
Telecommunications
Mobile communications, television, leading-edge technical solutions, radio services, and more.
From Virginia to Chile to Afghanistan, these AXUG® Members broadcast waves of power and
communication on a global spectrum.
STRALFORS
Malmo, Sweden
Stralfors offers smart
communication tools that
give their clients full control
of the entire communication
process. With extensive
distribution expertise and
insight, they do business in
Sweden, Norway, Denmark,
Finland, Poland, France, and
the United Kingdom.
Broadcasting Waves of Power and
Communication Around the World
SHENTEL
Edinburg, Virginia
For more than 100 years,
Shentel has been connecting
communities like yours
to other towns, cities, and
communities across the
world through its high-speed
Internet, television, and
home phone services.
64 | AXUG Magazine
ETISALAT
Kabul, Afghanistan
Etisalat offers simple,
affordable, good quality
mobile communication
services, allowing Afghans
to reach their family and
friends.
SEFNCO
COMMUNICATIONS
Sumner, Washington
Since 1998, SEFNCO
Communications has
specialized in the design,
construction, and
maintenance of modern
communication networks
and infrastructure for public
and private sectors.
SHORETEL
Sunnyvale, California
ShoreTel is a leading
provider of cloud, onsite,
and hybrid business
telephony as well as
unified communications
(UC) solutions. ShoreTel
has re-invented a better
way to communicate and
collaborate in business
with ShoreTel Connect, its
common platform based on
a single software code.
ARROW SYSTEMS
INTEGRATION, INC.
(ARROW SI)
Irving, Texas
Arrow SI is a uniquely-
capable total-solutions
provider specializing in
unified communications,
voice and data technologies,
contact center, and
network security all while
providing their customers
with legendary service
and support. Founded
in 1974, Arrow SI was
formed with a vision to
deliver an unmatched
customer experience based
on integrity, honesty, and
customer excellence.
Q2 2016 | 65
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PHASED AND FOCUSED
Implementing Change with Ease
66 | AXUG Magazine
What’s more overwhelming than implementing Microsoft Dynamics AX at a company
accustomed to a green-screen environment? Doing that while finalizing a company
acquisition!
Pam Lehmann, director of applications for TricorBraun, and her implementation
team of 30 people, which included members of IT, the business, and an implementation
Partner, achieved this with relative ease by keeping their heads down and focusing on the task at hand: Taking
a phased approach to rolling out Microsoft Dynamics AX 2009 across their 28 locations.
Pam shares, “We had just purchased Microsoft Dynamics AX at the time of acquisition, and that actually
worked out well. We were already in a phase of discovery, going through and seeing what processes to
change internally and how to communicate that to the Users of the system.”
As many other companies know from experience, transitioning a large company like this away from a
green-screen environment they’ve used for 30+ years is like pulling teeth. Users have their way of getting
things done and don’t have time to implement a complete overhaul of their daily operations. Pam adds,
“Our Users were not accepting of Microsoft Dynamics AX at first, but we made modifications so they
could see and realize the benefits right away.”
TricorBraun implemented a phased roll-out approach, which included 15 members of their
implementation team travelling all over the U.S., Canada, and Mexico to get each branch up to speed with
the new system. During that intensive nine-month span, the implementation team gathered Users’ pain
points and developed a list of “heavy hitter” modifications that Users could see immediate value from.
The out-of-the-box order/copy functionality in Microsoft Dynamics AX 2009 didn’t work when they first
implemented Microsoft Dynamics AX due to other customizations. TricorBraun identified this early on
and made the modifications necessary to get this feature available again so that if they have a reoccurring
sales order or purchase order, they can copy that order and go. “This saves a ton of time for our Users, and
that’s ultimately what we’re trying to do. I can’t tell you exactly how much, but on average, I would estimate
at least an hour a week per User,” Pam explains.
System performance was another area of improvement. Users reported it took a while for forms to load,
so Pam’s team worked to tune the performance up to where Users were happy. Pam shares, “In addition
to saving our Users time, we’re trying to reduce their frustration. Microsoft Dynamics AX should make
things easier, not harder.”
In addition to these
modifications, Pam’s team
created a number of custom
reports for different Customers
so Users wouldn’t have to
manually create them in
Microsoft Excel anymore. All
the information needed is at
their fingertips in Microsoft
Dynamics AX; they just needed
the data formatted based on Customer preferences.
System modifications and custom reports all eased the transition for TricorBraun’s Users, but the level
of support provided by the implementation team was second to none. The implementation team created
training videos along with tips and tricks documents for their Users. “The implementation team made a
point to ask Users what their biggest pain points were so we could reduce their frustrations and ease their
use of the newly implemented system,” Pam recalls.
TricorBraun made sure to assign a subject matter expert (SME) or a champion of change from beginning
to end, who worked with developers on the design and testing of the solution. Although TricorBraun didn’t
heavily involve Users outside of that SME circle, Pam does recommend getting Users more involved from
the very beginning. “It’s so helpful to give your Users a sneak peek along the way so they can get familiar
with what they’ll be working with day in and day out,” she concludes. “Make it monthly or even quarterly
just to get them more prepared for what to expect.” AXUG
Pam Lehmann is director of applications at TricorBraun. She can be reached at [email protected].
“Our Users were not accepting of Microsoft
Dynamics AX at first, but we made modifications so
they could see and realize the benefits right away.”
Q2 2016 | 67
AXUG Member Get A Member Program
SHARE the benefits of the AXUG Community with your network of contacts by referring them for membership! It’s easy to participate:
Visit www.axug.com/membership/mgam and log in
Complete the form (it will only take a minute)
After the organization you refer becomes a paid new Member,
you choose either a $50 Amazon gift card or $50 off an AXUG Academy course
SAVE every time you make a referral that results in a new paid AXUG membership.
The more contacts you refer, the more your savings will add up!
Visit www.axug.com/membership/mgam for complete details and to refer someone!
123
For information regarding sponsorship opportunities, please email [email protected]
Thank You to Our Chapter Sponsors
CLIENT STRATEGY GROUP
Paperless ERP for Microsoft Dynamics
Annual Sponsors Promotional Sponsors
68 | AXUG Magazine
t t&TIPS & TRICKS
Clean Up Your Inbox Act!Tips to Being More Efficient and Less Stressed About Your Inbox
This content is part of the OneSource Microsoft Tools webinar
series, the goal of which is to spread education regarding Microsoft
technologies to AXUG Members.
Here’s a quick summary of this webinar; be sure to check it out at
www.axug.com/inboxcontrol.
If you’re like many people, you may need some inspiration to
clean up your inbox act! To help counter this problem with
productivity, Ginny Ferguson presented a session called Inbox
Overflowing? Take Back Control! based on the popular book, “The
15-Minute Inbox”.
There’s nothing like a fun word equation when trying to change your email habits. Try to implement The
4+1 Action Ds strategy, and you’ll be well on your way to a cleaner inbox!
» Delete It – Ask yourself, do I really need this? Is it part of my job?
» Deal with It – If you can deal with it in less than two minutes, just do it immediately. When you are done
with the message, put it in an ARCHIVE folder or FOLLOW-UP folder if it needs follow-up by you or
delete it.
» Defer It – If it will take longer than two minutes but less than one hour and is part of your job, move it to
your ACTION TODAY folder. If it’s longer than an hour, plan it into your calendar.
» Delegate It – If it requires another’s action, include clear instruction (what, by when, how, next action,
answer to be sent, etc.) and follow-up and archive it.
» Done – Keep moving when you’re processing your inbox. You can’t get distracted by links, attachments,
or even new emails. AXUG
Ginny urges you to think of your inbox as a busy airport terminal. You need to organize it so you can quickly
process the emails and move on. Prepare your terminals and define a strategy to keep that inbox clean!
» Action Today – Emails that require your action as quickly as possible.
» Follow-Up – You are either waiting on someone else’s input, or you need to check progress on an action.
» Read Later – Emails that don’t require action, but you do need or want to read content.
First and foremost, identify the types of email you’re receiving:
» Critical and Urgent – Needs to be addressed immediately.
» Critical and Not Urgent – Helps you to advance your goals, project, or business, and/or required action
is part of your job.
» Not Critical and Urgent – Everything else that enters your inbox and is not critical, but carries a sense
of urgency.
» Not Critical and Not Urgent – Even if you don’t have to act on it, it’s still in your inbox. Delete!
Bonus tip from Ginny!
Schedule 30 minutes per month on filing maintenance, making sure files are still relevant. This helps a ton
in easy placement of emails and access to information.
Q2 2016 | 69
COUNT IN. COUNT ON.
Attend the premier live event featuring user-led education on how to maximize the performance of Microsoft Dynamics AX. Knowledge gained has real-life application and the potential for remarkable results.
Be empowered as a better user.
REGISTER TODAY
WWW.AXUGSUMMIT.COM
count me in.
Count On the Early Bird Discount to Save Up to $700!
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OCTOBER 11-14, 2016 | TAMPA, FL
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Industry.......................Page 72
Horizontal....................Page 75
Services.......................Page 82
Table of Contents
The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and
service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that
work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would
like included on The List, please contact [email protected].
NOTE: The Partner Channel and Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner.
*Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!
The List MOBILE Solutions at your fi ngertips
thelistmobile.comSearch for the products and services you need
with the Mobile version of The List!
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
72 | AXUG Magazine
Ariett http://www.ariett.com • 781-826-1120 Cloud AP Invoice, Requisition, PO, Contract & Expense Reporting Solution One spend management platform for generating savings from any device.
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.
CALUMO, Inc.
http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
eRequester by Paperless Business
Systems http://spendwise.ly/eRequester-2015 206-256-0771 ext. 123 eRequester Industry leading web procurement, expense management, inventory & receiving, and business intelligence. Top rated & trusted for over 16 years.
Greenshades Software
http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.
Higher Logic http://www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
Nodus Technologies, Inc.
http://www.nodus.com/epay_advantage.html • 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.
Solver http://www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
Equipment Rental and Leasing
SYCOR GmbH http://www.sycor-group.com/rental +49 551 490 2491 Sycor.Rental AX 2012 solution for individual & bulk rentals, trade of mobile goods. Full rental lifecycle with key features: graphical scheduling, transport mgmt., service & maintenance, fleet mgmt., flexible billing methods, BI.
Finance/Banking
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Fleet Management
SYCOR GmbH http://www.sycor-group.com/fleet +49 551 490 2491 Sycor.Fleet AX 2012 solution for fleet management. Key features: graph. scheduling, trans-port mgmt., service & maintenance, vehicle data mgmt., vehicle history (costs, repairs, damage), BI & reporting, flexible billing methods.
Food and Beverage
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, 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 (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Food/Beverage industry.
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Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.
Construction
IPM Global Pty Ltd
http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.
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.
Data Masons Software
http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.
Cross Industry Solution
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!
Industry
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Blue Horseshoe http://www.bhsolutions.com • 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Suite for Dynamics AX.
Business Systems Integrators
http://www.BusinessSysInteg.com • 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.
Metafile 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, workflow, and AP/AR Automation.
WithoutWire www.withoutwire.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI.
Government Contracting
IPM Global Pty Ltd
http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.
Healthcare
DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.
InterDyn BMI http://www.erp4health.com • 866-264-3249 ERP4Health® Financial Management Software pow-ered by Microsoft Dynamics.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Requisition, approval, budget checking and integration to Binary Stream for Materials Management.
High Tech and Electronics
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.
Insurance
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Life Sciences
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience!
AxSource http://www.AXOQCS.com • 404-902-9218 Quality & Compliance for Life ScienceIntegrated ERP solution for compliance to meet FDA, Health Canada, EU and cGMP requirements for Life Sciences.
Maintenance Management
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
Manufacturing
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience!
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in both process & discrete manufacturing.
Bond Consulting Services
http://www.BondConsultingServices.com 562-988-3451 Microsoft Dynamics ERP Solutions for Manufacturing & Distribution We are a Gold ERP/Silver CRM Partner and the go-to multilingual consulting team for Process & Discrete Manufacturers and CPG and F&B Distributors from SMB to Enterprise.
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
Data Masons Software
http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Metafile 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, workflow, and AP/AR Automation.
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Sana Commerce http://www.sana-commerce.com • 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.
Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax • 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.
WithoutWire www.withoutwire.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI.
Non-Profit Organizations
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.
Oil and Gas
IPM Global Pty Ltd
http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.
Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.
Pharmaceuticals
AxSource http://www.AXOQCS.com • 404-902-9218 Quality & Compliance for PharmaComplete control of GMP records from raw material thru to finished packag-ing complete with e-signatures. Easy paperless recall management & CAPA.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Pharmaceutical & Medical industries.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.
Professional Services
Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
Retail
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience!
Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Metafile 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, workflow, and AP/AR Automation.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.
Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.
Software
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
Software Manufacturers
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.
Warehouse Management
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable & highly con-figurable WMS designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in advanced distribution solutions.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Tasklet Factory http://www.taskletfactory.com • +45 96 354 500 Mobile WMS for Microsoft Dynamics AX/NAV Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offline mode that integrates with standard Microsoft Dynamics AX/NAV.
WithoutWire www.withoutwire.com • 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot se-rial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.
Wholesale Trade: Durable Goods
Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.
Sana Commerce http://www.sana-commerce.com • 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.
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Accounting
Adra http://www.adra.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cum-bersome 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 http://www.adra.com/ • +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes. It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.
Adra http://www.adra.com • +44 207 868 5171 ACCOUNTSTM 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.
BlackLine https://www.blackline.com/finance-controls-and-automation • 818-223-9008
NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.
Affordable Care Act Reporting
Greenshades Software http://www.greenshades.com/landing-aca.php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enroll-ment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.
Integrity Data http://www.integrity-data.com/software/aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool au-tomatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.
Analytics
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience!
DataSelf http://www.dataself.com • 888-910-9802 DataSelf Analytics 5000+templates, Tableau, data drive-train means SMB value out of the box.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Asset Maintenance/MRO/EAM
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
Automation
Adra http://www.adra.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cum-bersome 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 http://www.adra.com/ • +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes. It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.
Adra http://www.adra.com • +44 207 868 5171 ACCOUNTSTM 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.
BlackLine https://www.blackline.com/finance-controls-and-automation • 818-223-9008
NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.
Barcode Data Collection
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Budgeting
CALUMO, Inc.
http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes
Corporate Renaissance
Group http://www.crgroup.com/budgeting 613-232-4295 Budgeting & Costing CRGroup provides consulting expertise and leading solutions to streamline and improve budgeting, planning and costing. (Adaptive Insights, BOARD Software, CRG Cost Allocator, CRG FlexABM). Contact us to learn more.
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, Affordable.
Solver http://www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
Business Intelligence
CALUMO, Inc.
http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes .
Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
DataSelf http://www.dataself.com • 888-910-9802 DataSelf Analytics 5000+templates, Tableau, data drive-train means SMB value out of the box.
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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, Affordable.
Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.
Halo BI http://www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery. Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com
Solver http://www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
ZAP http://www.zapbi.com • 415-889-5740 ZAP Business Intelligence ZAP provides 'Buy, Not Build' business intelligence for organizations using Microsoft Dynamics. ZAP's Trusted Analytics ensure your company is aligned through best practice metrics that deliver real business results.
Business Process Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.
Metafile 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, workflow, and AP/AR Automation.
Check Printing
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtu-ally any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.
Collaboration Platform
Higher Logic http://www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.
Commissions
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Commissions Adv Commissions is flexible and handles complex commissions. Commissions can be calculated based on many criteria and can be paid at invoice, upon pay-ment or periodically. It can be used in SO, Projects, AR & AP.
Compliance
Adra http://www.adra.com/ • +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes. It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager addresses security creation & mgmt, risk & compli-ancy requirements, & audit preparation with inquires & reports. Focus on your business not your technology needs. Gain from our experience!
Greenshades Software
http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.
Greenshades Software http://www.greenshades.com/landing-aca.php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enroll-ment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.
Integrity Data http://www.integrity-data.com/software/aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool au-tomatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.
Contract/Project Management
Ariett http://www.ariett.com • 781-826-1120 Cloud Contract Management for Vendors, Capital Projects and Budgeting with Requisition/Invoice Tracking on Any Device Manage contracts/capital projects, commitments, dates & change orders.
Credit Card/Check Processing
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.
Credit Management
Sable37 http://www.sable37.com/ax-add-ons/ 336-207-6800
NEW: Advanced Credit ControlPro-active credit control activities and new account risk scoring. 1-stop screen for Credit Officers. Automatic block orders at multiple points with multiple Credit Hold types. Dynamic release of Holds.
Customer Relationship Management
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.
Data Integration
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.
Data Management
Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.
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Distribution
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience!
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.
Blue Horseshoe http://www.bhsolutions.com • 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Suite for Dynamics AX.
Document Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, 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 workflow solution natively embedded “not simply integrated” throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.
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.
Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.
Metafile 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, workflow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workflow & Report imaging.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.
E-commerce
Clarity Ventures
http://www.partnerchannelclarity.com 800-928-8160 Clarity eCommerce Fully custom, scalable enterprise eCom-merce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, busi-ness intelligence and comprehensive administration features.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay .
k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce A versatile, integrated B2B, B2C and Sales Portal eCommerce solution deployed in our PCI DSS certified cloud or on premise. Built-in CMS with SEO, responsive design, multilingual/multicurrency.
Sana Commerce http://www.sana-commerce.com • 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.
Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax • 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with pay-as-you-go pricing and PDF returns.
EDI
AIM Computer Solutions, Inc.
http://www.aimcom.com • 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.
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/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.
Electronic Document Delivery (Email)/Faxing
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, 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 workflow solution natively embedded “not simply integrated” throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Electronic Signatures
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
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Equipment Maintenance
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
Expense Solutions
Ariett http://www.ariett.com • 781-826-1120 Cloud Expense Reporting Solution with Corporate Credit Cards, Travel Approval, Receipt Capture and Mileage Calculator on Any Device Empowers employees to submit ex-penses on the go & stay within policy.
eRequester by Paperless Business
Systems http://spendwise.ly/eRequester-EM 206-256-0771 ext. 123 eRequester | EM Use eRequester Travel & Expense Management to automate and expedite expense processing. Improve visibility over discretionary spending.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while mak-ing credit card reconciliation a breeze!
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic Expense Management ReQlogic’s Expense Management module enables employees to enter expense reports using a browser or phone interface, or Import expense transactions from a bank or credit card account. Real time integration.
Field Service Management
FieldConnect, Inc.
http://www.fieldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch software, and customer portals are directly integrated with Microsoft Dynamics for maximum efficiency.
WithoutWire www.withoutwire.com • 612-343-0404 WithoutWireTM Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect .
Financial Services
BlackLine https://www.blackline.com/finance-controls-and-automation • 818-223-9008
NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
HR Management
Corporate Renaissance
Group http://www.employee-performance.com 877-711-0367 CRG emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX. Online performance reviews, 360° assessments, goal management, suc-cession planning, pay-for-performance, reporting & social feedback.
Elevate HR, Inc. http://elevate-hr.com/solutions/ • 877-968-4440 Elevate HR Solutions for AX HCM Applicant Portal, HCM Wizards, Online Benefits, Global Payroll, etc.
Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.
Greenshades Software http://www.greenshades.com/landing-aca.php?source=TheList • 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enroll-ment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Human Resource Applicant Tracking System
Elevate HR, Inc. http://elevate-hr.com/solutions/ • 877-968-4440 Elevate HR Solutions for AX HCM Applicant Portal, HCM Wizards, Online Benefits, Global Payroll, etc.
Inventory Management
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Invoicing Enhancement
Nodus Technologies, Inc.
http://www.nodus.com/epay_advantage.html • 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.
Manufacturing Enhancement
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mo-bile device. More than 75 standard DAX functions with and without barcoding. Custom transactions available.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.
Mobility
Folio3 Software Inc., http://dynamics.folio3.com/ • 408-365-4638
NEW: Folio3 Dynamics AX Services DynAX is a fully customizable mobile solution for Microsoft Dynamics AX 2009/2012 CRM that provides on the go access and editing of AX CRM data.
Multi-Entity Management
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!
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Payables Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett http://www.ariett.com • 781-826-1120 Cloud AP Invoice Solution with Document Automation, Budget Checking, GL Distributions, Intercompany, Tax Allocations, Multicurrency and 1099 One-step, paperless AP processing with approval workflow, on any device.
DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.
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.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.
Paramount Technologies
http://www.paramounttechnologies.com/Solution_InvoiceAutomation.aspx 800-725-4408 WorkPlace AP Invoice Automation Enforce spend management and ap-provals for PO and non-PO Invoices.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.
Payroll Enhancement
Elevate HR, Inc. http://elevate-hr.com/solutions/ • 877-968-4440 Elevate HR Solutions for AX HCM Applicant Portal, HCM Wizards, Online Benefits, Global Payroll, etc.
Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline manage-ment, tax payments, and other reporting requirements.
Greenshades Software
http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.
Integrity Data http://www.integrity-data.com/software/aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.
Portals
Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.
Sana Commerce http://www.sana-commerce.com • 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.
Procurement Management
Ariett http://www.ariett.com • 781-826-1120 Cloud Requisition, PO, Invoice and Contract Solution with Catalogs, cXML Punch-out and Budget Checking on Any Device Empowers employees to generate savings from any phone/tablet/laptop.
eRequester by Paperless Business
Systems http://spendwise.ly/eRequester-eProcurement • 206-256-0771 ext. 123 eRequester eRequester e-procurement is top rated for ease-of-use & time-to-value. Top features: Approval Workflow Engine, PO, RFQ, Punchout, Inventory, & Expense Management. Trusted for over 16 years.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.
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.
Sable37 http://www.sable37.com/ax-add-ons/ 336-207-6800
NEW: Product Lifecycle ManagementWizards/templates manage Item creation in AX. Workflow controls activities. Advanced Item inquiry, Item creation templates, Catalog creation. Costing sheet – determine feasibility, pricing, margin review.
Project Accounting
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project account-ing functionality with data validations, multi-approval levels, accrual calcula-tions & more.
Purchase Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
eRequester by Paperless Business
Systems http://spendwise.ly/eRequester-PO 206-256-0771 ext. 123 eRequester | PO Web requisitions, approvals, POs, Punchout, budget tracking and more. Powerful spend management tools for improving efficiency & visibility.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
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Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.
Quality Control
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.
Rebates
Sable37 http://www.sable37.com/ax-add-ons/ 336-207-6800
NEW: Rebates, Royalties and DeductionsComplex customer rebates, vendor rebates, royalties. Multiple concurrent and overlapping rebate/royalty agree-ments for the same vendor/customer; dissimilar time periods for accrual and claims. Product group rebates.
Receivables Enhancement
Nodus Technologies, Inc.
http://www.nodus.com/epay_advantage.html 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.
Reconciliation
Adra http://www.adra.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cum-bersome 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 http://www.adra.com • +44 207 868 5171 ACCOUNTSTM 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.
Reporting
CALUMO, Inc.
http://www.calumo.com • 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes .
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, Affordable.
Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.
Solver http://www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.
Sales Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transac-tions. Contracts can be generated and managed easily.
Sales Tax
Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with pay-as-you-go pricing and PDF returns.
Scheduled Maintenance
COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.
Security
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager addresses security creation & mgmt, risk & compli-ancy requirements, & audit preparation with inquires & reports. Focus on your business not your technology needs. Gain from our experience!
Shipping/Manifesting
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!
Supply Chain Management
Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience!
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.
Blue Horseshoe http://www.bhsolutions.com • 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Suite for Dynamics AX.
Data Masons Software
http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.
Halo BI http://www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery. Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com
Sable37 http://www.sable37.com/ax-add-ons/ 336-207-6800
NEW: Demand ForecasterCreate an initial Statistical best fit Forecast from AX sales data or imported data. Create collaborative Demand Plan with top-down or bottom up adjust-ments. Stores multiple Forecasts. Feed into AX-MRP
Sable37 http://www.sable37.com/ax-add-ons/ 336-207-6800
NEW: Inbound Transportation Management & Landed CostInbound shipment status, Multiple/Part PO/Multi Vendor shipments. Transfer Orders, all AX costing methods, Receiving by container, Multiple cost calc and allocation methods, Multi-modal, Complex routing.
Tax
Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline manage-ment, tax payments, and other reporting requirements.
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Greenshades Software
http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.
Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with pay-as-you-go pricing and PDF returns.
Time and Attendance
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project account-ing functionality with data validations, multi-approval levels, accrual calcula-tions & more.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Travel Expense Management
ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while mak-ing credit card reconciliation a breeze!
Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based ex-pense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.
Warranty and Claims Management
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user. Generated claims can be tracked and managed.
Workflow / Notifications
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, 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 workflow solution natively embedded “not simply integrated” throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.
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.kwiktag.com • 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.
Metafile 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, workflow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing ap-proval- invoices, HR docs, etc. electroni-cally. Ensures they are not lost, stalled or misplaced.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workflow Email Client Adv. Workflow Email Client allows you to approve, reject or redirect workflows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. Workflow is required.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workflow Adv Workflow enables workflows to launch automatically on defined criteria or events. Includes 50+ predefined Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.
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KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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Application Service Provider/Hosting
RoseASP http://www.roseasp.com • 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/Private/Hybrid Cloud Solutions. Comprehensive pricing model for SPLA/Subscription Licensing - financially backed uptime guarantee. SSAE-16 data centers, SOX, HIPAA, FDA Compliancy.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!
Azure Managed Cloud Services
Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!
Cloud Computing
Data Resolution, LLC
http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to deliver-ing private ERP & CRM cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 15 years.
Myappsanywhere
http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere delivers an integrated suite of cloud-based Microsoft Dynamics and ISV applications, including 99.999% uptime, customizations and secure storage in its privately owned, SSAE 16 data center facilities.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!
Custom Development
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project account-ing functionality with data validations, multi-approval levels, accrual calcula-tions & more.
HR & Payroll Implementation & Consulting
Elevate HR, Inc. http://elevate-hr.com/solutions/ • 877-968-4440 Elevate HR Solutions for AX HCM Applicant Portal, HCM Wizards, Online Benefits, Global Payroll, etc.
Implementation Services
Bond Consulting Services
http://www.BondConsultingServices.com 562-988-3451 Custom ERP & CRM Solutions That Streamline Your Business Processes We provide end to end ERP/CRM solu-tions which includes implementation, customization, integration, training and ongoing support. We work closely with ISVs to focus on multiple industries in SMB and Enterprise.
Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project account-ing functionality with data validations, multi-approval levels, accrual calcula-tions & more.
Marketing Planning & Services
Looking Glass Marketing
http://www.lookingglassmarketing.com614-453-5927Cost-effective Marketing Solutions for Microsoft Dynamics PartnersAward-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.
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 fill your sales pipeline.
Tornado Marketing, Inc.
http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.
Member Organizations
ERP Software Blog
http://www.groupbloggers.com • 888-800-0999 ERP Software Blog/CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads
OnDemand Trials
RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfigured Microsoft Dynamics industry specific demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.
Partner Support Service
Plumbline Consulting, LLC.
http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services,including Support, Custom Development& Implementation Assistance toexpand your offerings. 25+ yrs.
Sales Tax Management Service
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with pay-as-you-go pricing and PDF returns.
Upgrades
Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.
InterDyn BMI http://www.interdynbmi.com • 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of innovative solutions for over 30 years.
Writing/Documentation Services
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.
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KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2 2016 | 83
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