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Fall 2013 www.NAVUG.com
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Fall 2013 3
fall 2013
In Every Issue
5 From the Director
6 News
10 Events
11 Welcome to Our New Members
15 Name That Photo Contest
23 Word Find
25 Find the Logo Contest
29 Academy Corner
39 The List, from The Partner Channel
Features
8 User Member Showcase Tillamook County Creamery Association
12 Tips & Tricks Tips from the NAVUG Ask the Experts Webinar
16 Member in Action Lighthouse for the Blind
18 On Topic with NAVUG Members
20 It Takes a Village to Collaborate
30 Handing Over the Reigns NAVUG Chairman Transition
32 VAR Partner Member Showcase Partner Power International
35 5 Minutes with NAVUG’s Volunteer of the Quarter Steve Chinsky
36 A Family Affair
3
12
41 | Ruben HaritoonianNissin Foods (USA) CO.,[email protected]/IT manager
2 | Veronica WooAMCOL [email protected] Enterprise Manager
3 | Amanda HansenEllsworth [email protected] Finance Controller - Corporate
4 | Sydney StroyerBally [email protected] Supervisor
topicon
...with NAVUG Members
What’s your best collaboration success story? That is, what did you achieve that you wouldn’t have necessarily achieved had it not been for collaboration?
1 | I do not have one best particular success story but rather multitudes of success stories in which all stems from working with others cohesively. In a collaborated eff ort, the success is being able to work with others in such a way that allows your own intuitive ideas to truly thrive with other great ideas. Any successful projects usually involve these three principles when working with others, in my opinion. #1, defi ne and focus on clear-cut goals with exact deadlines. #2, communicate with each other clearly and freely while eliminating any distractions. #3, stems from #2, and that is eliminating any road blocks by reacting to these changes quickly and effi ciently.
2 | Th e roll-out of an organization-wide Microsoft Dynamics NAV system and its core processes across EMEA including each country’s regulatory localizations.3 | Right now that would have to be our monthly fi nancial statement package. Our division controllers, corporate fi nancial analyst, CFO, and I have worked closely on diff erent aspects of our closing process to be able to effi ciently report our monthly results. We are constantly looking for ways to create better communication and reporting between the divisions and corporate to create a comprehensive reporting package for 35 companies worldwide.
4 | I’m not sure I can focus on one time; we use collaboration between departments a lot in our company.
What’s the most valuable aspect of collaboration?1| Th e ability to gain practical knowledge and to apply what you learned.
2 | It enhances teamwork and distributes expertise.3 | Th e people involved, because each team member brings something diff erent to the table, whether it is expertise in writing project plans and scopes, organizing of the project as it occurs, execution of the fi nal product, or even just the ideas that are contributed during planning and brainstorming sessions.
4 | It allows multiple people to bring ideas to the table and then together work through best practices to come up with a group decision.
What does collaboration mean to you?
1 | Networking and sharing ideas with others to achieve common and clear-cut goals.
2 | It stimulates new ideas, solves problems, enhances teamwork, and distributes expertise. Th e goal is to allow collaboration to propagate naturally and hence feed off the culture of the organization.
3 | Getting the opportunity to work with others towards a common goal. Everyone has ideas on how something should be done, and without working collaboratively, we can fi nd ourselves with tunnel vision, forgetting to look at multiple aspects within one decision. For example, how does this decision aff ect warehouse functionality versus accounting? Are we making the process too labor-intensive just to put controls into place?
4 | Working with others to work through problems and projects and get the best results.
We reached out to NAVUG™ Members to pick their brains on these questions:
Spring 2013 19
18 NAVUG Magazine
Magazine
contentsT A B L E O F
Fall 2013 www.NAVUG.com
Advertiser
Index
ABC Computers, Inc. . . . . . . .37
Altec . . . . . . . . . . . . . . . . . . . . .28
Beck Consulting. . . . . . . . . . . . .9
Datahaven. . . . . . . . . . . . . . . . .52
Flintfox International Limited . . 4
Gorilla Expense . . . . . . . . . . . .34
Lanham Associates . . . . . . . . .24
MetaViewer from Metafile . . . . .2
Microsoft Convergence 2014 . .31
TARGIT . . . . . . . . . . . . . . . . 26-27
Tribridge . . . . . . . . . . . . . . . . . .38
Association
by Kerry Rosvold illustration Matt Mastrud
Back when she was First Lady, former Senator and Secretary of State Hillary Rodham
Clinton wrote a book titled “It Takes a Village”. Th e book was essentially about how it
takes all people in a community, not just the core family, to raise a child. We see similar
principles within our own NAVUG™ community, where it takes a village to continually
support each other, nurture our networks, and improve our knowledge base as we all
strive to provide our companies with the best possible business solutions using our ERP system of
choice, Microsoft Dynamics NAV.In the fi ve years I’ve been actively involved in this community, I’ve seen some amazing examples of
how this village of Users collaborates to solve business problems for their companies.
I know two controllers who met through NAVUG who have bartered knowledge back and forth
every year. One year, one controller taught the other how to use and enhance account schedules. Th e
next year, the other controller traded information about intercompany consolidation. Th e year after
that, they exchanged information on budgeting. Th is tradition has continued every year, with these
two Users fi nding ways to enhance their use of Microsoft Dynamics NAV by trading information and
brainstorming ideas.Th rough sessions at a past NAVUG Forum, a number of Users voiced concerns about having
diffi culty in creating a suitable business process for correctly using EFT (electronic funds transfer)
to pay vendors. Th is group worked together over the following year, exchanging information on how
to get it done. Two of those Users presented a Customer Showcase at the next NAVUG Forum and
shared how they solved the challenge for their companies.Every year, more than 100 volunteers collaborate to provide ongoing webinars to the User group
at large. Th ese webinars include presentations on specifi c topics as well as interactive discussion
formats, allowing the participants multiple opportunities every month to assist each other with
business challenges. Time and time again on these webinars, I hear examples of Users who help each
other immediately if they can, and if they can’t, they follow up with each other through email or
phone calls, helping to make connections until questions are answered.
Recently, NAVUG has been reaching out internationally, searching for ways to collaborate with
Users in other countries. Th ey made a foray into the international community for the fi rst time in
January of this year by going to Rome, Italy, and will be returning to another international event
in November. Th is event will continue the work of growing the User group in other countries,
expanding the village to the international community, and creating new ways for all of us to exchange
the information and help each other.As an active blogger in the Microsoft Dynamics community, I’m particularly excited about the
launch of the new NAVUG Collaborate tool. By incorporating social media into a platform that
gives us a “home base” where we can update each other on educational events, answer each other’s
questions, and connect and build our networks, NAVUG has created another place where the work
of the village is made possible. Every person who participates makes the community stronger, and with a stronger community,
each participant benefi ts.So why do they do it? What could possibly possess a group of people who all have full-time jobs
of their own and families and lives to invest time to volunteer their time to help other Users? I think
there are a few reasons:
CO
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Fall 2013 21
20 NAVUG Magazine
www.NAVUG.com
Fall 2013 5
I like collaborating. There, I said it. Do you? That’s ultimately what NAVUG™ is about.
Whether it’s one Member collaborating with another on the pros and cons of actual
inventory cost versus standard, or a member of the Microsoft product team collaborating with
NAVUG to gain feedback toward Sicily (the code name for the next version), we collaborate.
Columbus collaborated with the Spanish monarchy to re-discover the new world. Ronald
Reagan and Margaret Thatcher collaborated to pressure Gorbachev to take down the Berlin
wall. In a word, collaboration is about solutions.
It’s not a new concept, but it’s interesting to me that in the age where you can find the
answer to almost anything on the Internet, collaboration seems more important than ever. I
believe the catalyst is two-fold: It’s incredibly easy to collaborate via constantly emerging tools
and channels, yet we have less time to figure out solutions. The discussion has changed from,
“Should I?” or “How?” to “What method is most efficient/effective?” Whether searching
online, posting a question somewhere, or attending an in-person event, you have to be
prepared and targeted.
And that’s why NAVUG provides multiple options for collaboration: this magazine, NAVUG
Forum, 100+ webinars a year, in-person local chapter meetings, 50+ online Academy classes,
the membership directory, the Partner Solutions directory, and several more. And recently we
unveiled NAVUG Collaborate (catchy title, eh?) – a new, fun way to post questions, get answers,
share resources, and enable you to further target your collaboration. Make sure you log in and
see all the great interactions and collaboration going on at http://community.NAVUG.com.
Lately I’ve been collaborating with our new NAVUG Program Director, Sherry Linares.
Sherry is a long-time Microsoft Dynamics NAV User and NAVUG Member, and I’m very
excited about the energy and ideas that she brings to NAVUG. Please join me in welcoming
Sherry to our community, and I encourage you to connect with her on Collaborate.
We want to continue evolving our support of your collaboration efforts. If there’s a way we
can help you find solutions more easily, let us know.
Happy collaborating,
Mark Rhodes
Director of Member Value
dir
ecto
rCollaboration = Solutions
Mark Rhodes
FR
OM
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E
newsSilverBirch Hotels & Resorts Properties Earn
Accolades
SilverBirch Hotels & Resorts is proud to announce that six of its hotels and three restaurants have earned
the prestigious TripAdvisor® Certificate of Excellence award. They include: Residence Inn® by Marriott
Vancouver Downtown; Harbour Towers Hotel and Suites; Radisson Hotel Edmonton South; Radisson
Hotel Saskatoon; TownePlace Suites® by Marriott Mississauga; Airport Corporate Centre; Hilton Montreal
Bonaventure; Aroma Mediterranean Resto Bar, at the Radisson Hotel Saskatoon; Mayfield Dinner Theatre,
Edmonton; and The Fish House in Stanley Park, Vancouver.
“We’re very proud that travelers have awarded us such high marks through TripAdvisor,” said Steve
Giblin, president and CEO of SilverBirch Hotels & Resorts. “We are committed to delivering exceptional
guest services, and the positive reviews and awards for nine of our properties reflect the work of our
dedicated teams across the country.”
The Certificate of Excellence award celebrates hospitality excellence and is only presented to businesses
that consistently achieve outstanding traveler reviews on TripAdvisor. To qualify for the award, businesses
must maintain an overall rating of four or higher as reviewed by travelers on the travel website. Only the
top performing 10 percent of businesses listed on TripAdvisor receive the award.
Music Together Reaches Out
Music Together continues to gain popularity in Elkhart County, Indiana, where the Goshen College
Music Center offers and promotes its family classes and Music Together Preschool throughout the county.
Discussions are underway with a broader county educational initiative, too, with the goal of using Music
Together classes to increase parent/child engagement. “Music Together for Elkhart County” hopes to offer
one free family class to every child born in the county, to be followed by sliding-scale scholarships for
ongoing accessibility. Learn more through a video at www.musictogether.com/WhatsNew.
Stonewall Kitchen Wild Maine Blueberry Jam Sent on
Space Mission
Stonewall Kitchen Wild Maine Blueberry Jam flew to space in June; it was scheduled to ship to the
International Space Station (ISS) on the space cargo vehicle designated as HTV4. The jam was one of the
food items the ISS astronauts ate while flying around the world in low Earth orbit.
“It’s such a wonderful opportunity to have our jam, a delicious taste of Maine, sent to space,” said Janine
Somers, director of marketing for Stonewall Kitchen.
In order to send the jam into space, NASA requested the Stonewall Kitchen research and development
team source alternate packaging as the company’s standard glass jar was not permitted.
“Our Wild Maine Blueberry Jam is produced in a glass jar, but for safety reasons, we couldn’t send glass
into space. We also needed to find a suitable replacement that could withstand our hot fill required for shelf
stability,” said Janine. “Our R&D team sourced a natural polypropylene container and used a metal plastisol
lined cap. Since this is not our standard packaging, we put our label on the front of the package to make it
look like it’s from home. We loved creating a custom jam for space travel.”
Community NewsCalling all Users! Do you have news you’d like to share in the next issue of NAVUG™ Magazine? Simply email it to [email protected] and we’d be happy to share it here!
6 NAVUG Magazine
Midwest Regional Chapter Holds
Successful Annual Meeting
The well-attended annual meeting of the NAVUG™ Midwest
Regional Chapter took place in Waupaca, Wisconsin on May 22.
A welcome reception held the prior evening enabled Members to
gather and reminisce with other Members both tenured and new to
NAVUG.
The next day began with fun-filled introduction lines and the
exchange of business cards amongst Members. In the timed
icebreaker, Members found out as much as they could about another
organization while sharing highlights of their own companies and
roles. It was a wonderful way to meet and greet people. In fact, if
it had been the only component of the annual meeting, Members
would have met their objectives of meeting other Members that share
the same business challenges as they do.
At the meeting, Members were given a sneak peek of NAVUG
Collaborate. The exciting announcement was well received, with
Members looking forward to an additional resource for learning and
sharing.
The day’s learning sessions included: Deep Dive into Reporting,
Budgets for Microsoft Dynamics NAV, OData: What Is It and How
Do We Use It, Ask Your Peers, Web Services, Microsoft Dynamics
NAV 2013 Overview, Service Management/Manufacturing, Tips and
Tricks: Share Your Favorite, and sponsor sessions. Table topics during
the lunch hour enabled discussions on a specific topic or industry and
helped ensure that every moment of the annual meeting counted.
Thank you to Scott Rose and Trish Boccuti who planned and
organized the event. Also, a big thank you to all the sponsors that helped
make the meeting possible: ABC Computers, CCH, ChargeLogic,
Datahaven for Dynamics, Equisys, Fastpath, Jet Reports, Lanham
Associates, Mergetool.com, Sologlobe, and TARGIT. NAVUG
Regional Chapter News
Fall 2013 7
More than a century ago,
a group of dairy farmers
along the Oregon Coast
banded together to form the
Tillamook County Creamery
Association (TCCA), a cooperative driven by the
mission to enable small operations to pool resources
in order to put out a superior product. Even though
the operation is much larger today than it was
in 1909, Dave Wiser, Tillamook’s enterprise IT
product manager, says that quality still trumps size.
The association is made up of just more
than 100 member farm owners who act as
shareholders. The main purpose of the association
is to take in milk from the farms and make cheese
and ice cream. The numbers, while dramatically
smaller than mega brands, are impressive: Each
year, Tillamook transforms approximately 1.8
billion pounds of milk into 150 million pounds
of cheese and 4.5 million gallons of ice cream.
Butter, sour cream, and yogurt are made in
smaller quantities. Tillamook employs nearly 650
people at its manufacturing plants in Tillamook
and Boardman, Oregon. The Tillamook brand is
perhaps most well-known for its award-winning
naturally-aged cheddar cheeses, which are
shipped from distribution centers in Oregon,
Idaho, Utah, and Illinois.
Dave joined TCCA at the end of 2009 as
controller in the accounting department.
Equipped with his ERP implementation
experience, he joined the core Microsoft
Dynamics NAV team, which was already well on
its way to deploying Microsoft Dynamics NAV,
which went live March 1, 2010.
“Our main role was to combine not only our
financials, but also manufacturing and inventory
control processes as well,” Dave recalls. “They
were disparate systems, and we wanted to use
common data among all of those areas. We
wanted to bring those processes into a common
system for better control and costing of inventory
and a better view of processes overall. We wanted
a more streamlined operation, more control, and
the ability to do better forecasting.”
Costing has been an issue, but not because
of the technology. “The way cheese is costed is
difficult because as it sits on the shelf, it changes
form,” Dave explains. “Making one thing and
selling another is a challenge from a process point
of view.”
Inventory management, however, is much
improved since the Microsoft Dynamics
NAV deployment. The view throughout the
organization is better, consistent and accurate
data is being used for more informed decisions,
and data on quality testing – which is critical in
a business with food products at its center – is
being leveraged more strategically. “We can
create certificates of analysis and conduct cause-
Tillamook
Country
Creamery
Association
COMPANYTillamook County
Creamery Association
HEADQUARTERSTillamook, Oregon
INTERVIEWEE
Dave Wiser, Enterprise IT
Product Manager
EMAIL [email protected]
WEBSITE www.tillamook.com
ESTABLISHED 1909
NUMBER OF EMPLOYEES
approximately 650
MICROSOFT DYNAMICS® NAV USER SINCE
2009
NUMBER OF USERS100
NAVUG™ MEMBER SINCE
2009
From the Dairy Farm
to the Supermarket,
Microsoft Dynamics
NAV Provides Better
Inventory Management,
Costing, and Flavor
8 NAVUG Magazine
showcaseU S E R M E M B E R
and-effect studies, which in some cases we’ve been able to use to
correct processes that were problematic,” Dave says.
On the manufacturing side, TCCA is working with a Partner to
customize the manufacturing resource planning (MRP) module of
Microsoft Dynamics NAV with the goal of using the module to better
manage raw materials, such as ice cream flavoring. “We’re hoping to
save costs by not having inventory we don’t need,” he says. “I also
believe this will help us save on floor space. Plus, since we’re dealing
with food products, this should help us reduce loss of raw materials
to spoilage.”
While Dave has plenty of ERP experience, he still relies on the
insight provided by other IT pros for guidance and inspiration.
Tillamook joined NAVUG™ shortly after going live in 2010. Dave first
attended NAVUG Forum that fall, a gathering he says never fails to
be incredibly valuable in terms of learning how to make the most of
Microsoft Dynamics NAV.
At the same time, based on the success of chapters in other regions,
he wanted to get something up and running in the Pacific Northwest.
“Regional groups are great because you can network with people in
your own backyard,” Dave says. “Many of them are having the same
issues you are, so they can help. Plus they’re a great sounding board.
And it cuts down on travel time and costs.”
The group’s initial meeting, attended by 30, was in Seattle; the
second, which took place at Microsoft’s office in Portland, Oregon,
drew about 50. The group voted to meet twice a year, once in each
city, gathering for six or seven hours so that people don’t need
to spend the night away from home. Dave says he wants to fold
in topics from Forum since not everyone attends the event and
include a Customer showcase and plenty of time for Q&A and
networking.
Dave is pleased with the Pacific Northwest Chapter so far. “It’s
a very intimate group,” he says. “We interact very easily with one
another because we’re all there to exchange ideas.” At the same time,
he’s always looking for additional Members and input on how to make
the Chapter even more useful. “As we mature, what’s the ultimate end
game for the Chapter?” he says. “What do we want it to look like?” If
you have ideas or would like to learn more, contact Dave at Dwiser@
tillamook.com NAVUG
Fall 2013 9
eventsThe event calendar on www.NAVUG.com and the weekly NAVUG™ newsletter are your best sources for the latest NAVUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting NAVUG event.
Special Interest Group (SIG)
Sessions
SEPTEMBER 25 – Finance
Workshop Sessions
AUGUST 15 – Microsoft Dynamics NAV 2013 RapidStart
Deployment Tips & Tricks
AUGUST 20 – Living with Microsoft Dynamics NAV Under
Sarbanes-Oxley
AUGUST 22 – NAVUG Forum 2013 Preview
SEPTEMBER 10 – Partner Showcase: Flintfox – Are You
Limited by Microsoft Dynamics NAV Trade Agreements?
SEPTEMBER 11 – NAVUG Forum 2013 Preview
SEPTEMBER 12 – NAVUG Orientation Workshop
SEPTEMBER 12 – Ask the Experts: Accounts Receivable
SEPTEMBER 17 – Partner Showcase: Are You Ready for
Your Next Audit in Microsoft Dynamics NAV?
SEPTEMBER 24 – Partner Showcase: Serenic HCM –
Payroll and Human Resources for Microsoft Dynamics NAV
SEPTEMBER 26 – NAVUG Forum 2013 Preview
OCTOBER 29 – Ask the Experts: Finance
Academy Courses
AUGUST 14 – Managing Fixed Assets in
Microsoft Dynamics NAV
Conferences
NAVUG ACADEMY PRE-CONFERENCE TRAINING
October 21 | Tampa Convention Center | Tampa, Florida
www.NAVUGforum.com/pre-conference-training
NAVUG FORUM 2013
October 22-24 | Tampa Convention Center | Tampa, Florida
www.NAVUGforum.com
10 NAVUG Magazine
membersW E L C O M E T O O U R N E W
Aquatera Utilities Inc.
AutoBinck Information Services
Bayou Well Services
Bejo Seeds
Bejo Zaden
Berner Fachhochschule
Cacique
Care-A-Lot Pet Supply
Cherry Growers, Inc
Data Media Associates
Faculty of Economics and Business, University of Maribor
Fomento Ocupacional FOC SL
Furukawa Roch Drill USA
Garaventa Enterprises
This quarter we’re featuring Lile International Companies, a new NAVUG™ Premium Member,
sharing a little about who they are and what they do. We’re glad to have Lile as part of NAVUG!
Lile International Companies provides moving, storage, and relocation services worldwide and is
headquartered in the Pacific Northwest. The organization was founded in 1959 and is currently owned and
managed by sisters Barbara Lile and Diane DeAutremont. Lile is ranked as a top 10 North American Van
Lines Agent, has received numerous awards for safety, and is certified by the Women’s Business Enterprise
National Council as a women-owned business with 11 branch locations.
“We are in the process of reimplementing Microsoft Dynamics NAV, moving from Microsoft Dynamics
Navision 2.0 to Microsoft Dynamics NAV 2013, and we were thrilled to find NAVUG,” says Julie Burdette,
Microsoft Dynamics NAV programmer for Lile. “We opted for the Premium membership with NAVUG
so we could have access to everything they offered. We have been utilizing all the resources and have been
extremely happy with our membership decision.”
Welcome to the new Members who have invested in NAVUG Premium membership! At press time, the group’s grand total of
Member organizations is 1,261. Each new Member adds value not only to their own organization, but also to the entire NAVUG
community as they share their knowledge and experiences. Please note that these organizations have given NAVUG permission to
share their name publicly.
Global Tax Network
HAAGA-HELIA University of Applied Sciences
Harlan Estate Winery
Intercomp Company
IPG Photonics Corporation
KHLim
Kinsey Archery
Landesinstitut für Schulentwicklung
Mälardalen University
Modern Grouip
Petro Energy, LLC
Saint Leo University
Sexy Hair Concepts
Again, thank you for your contributions, and welcome to NAVUG! If you, too, want to explore the benefits of NAVUG Premium
membership and take advantage of membership opportunities, simply visit www.NAVUG.com > Join NAVUG. Our Premium Members
are the lifeblood of our organization and enable us to continue to provide valuable networking, educational events, and solution-
specific programming. NAVUG
Premium Members Added Last Quarter
Sidewinder Drilling, Inc.
Silesian University in Opava, School of Business Administration in Karvina
Single Source, Inc
SuperPharm Limited
Swift Industrial Power Inc
Turku University of Applied Sciences
Universidad de Guadalajara - CUCEA
Universitaet Stuttgart
University of Ljubljana - Faculty of Economics
Fall 2013 11
T T&TIPS & TRICKS
Note from NAVUG™: There were several great tips and tricks discussed in the NAVUG Ask the Experts – Finance webinar, held
April 23 and hosted by Steve Chinsky of Quidsi, Inc., Amanda Hansen of Ellsworth Corporation, and Kerry Rosvold of Augsberg Fortress.
Cutting Blank Checks
Q: What is the most efficient way to void a blank check through
the A/P system if you want to just send a blank check to a check
printing vendor yet still document it through the system for audit
trail purposes?
A: Cut the check in your “Play” or “Test” system because then you’re
not affecting any of your outstanding accounts payable transactions.
You receive a check that is not valid, yet it can still be sent to the
bank for their testing of the microfont or to a vendor who needs to
see a voided check. Another option would be to do it in your live
system and print it for $0.01 to any vendor. Create an invoice, cut
the check, and then financially void that check. You’ll end up with
$0.01 on your A/P. Create a credit for that cent and offset the two.
The final option is to print the check on plain white paper. Next,
take the check stock that would have been used and void it in the
system. Now you have a blank check with the check number it will
show voided in the system.
Resource vs Service Module
Q: Could you give me a general overview explaining the difference
between the Resource module and the Service module?
A: The Service module is the best module if you truly have a service
element to your business. It’s a great tool to schedule both repairs and
maintenance on fleet service. You want to record the workers who
do the repairs, track it, and have a dispatch board. You can actually
have contracts to do repair and maintenance. The best example is
selling service to Customers to maintain the products you sell them,
such as a warranty or service contract. It will do the auto billing for
you on a monthly/quarterly/yearly basis; however, you schedule the
billing cycles. The Service module keeps track of the warranty, what’s
billable, and what’s not billable according to the warranty – what’s in
plan or out of plan.
The Resource module is for charging people’s time. You charge
a person’s time through a sales invoice. You set up people as
resources; then set up a billing rate. You will need to set up Resource
anyway if you do the Service module because Resource stores the
people. You put in their cost, their markups, and so on to properly
do the billing. You can also have regular sales pricing based on
your customer agreements for the time, and of course parts as well
if you sell parts to do the repairs and maintenance in the service
TIPS FROM THE NAVUG ASK THE EXPERTS WEBINAR
Q&AAsk the Experts
12 NAVUG Magazine
contracts. It’s two different worlds: Resource needs to be set up to
make Service work because of the people side. Without the process,
you’ll never know the actual time/effort put in by people to know
the actual expenditure on the cost side to figure
out what profit was made.
Depreciations
Q: We have the Fixed Assets
module and for normal fixed
assets, we set up the assets
and start depreciating. For
a capital lease, we need to
make lease payments, and
we’re having trouble getting
the depreciation correct.
When we’re making payments
against a capital lease, how do
we relieve the liability?
A: We do not have the right experts on
the call today; however, a great resource
you might try is a website called www.msdn.
com (Microsoft Developers Network). Look in
the library menu. Many great end User resources
are detailed yet practical about how to do the process.
A possible option is to set up an invoice in A/P and make partial
payments against it and leave the asset alone. You would set up the
fixed asset at the outset when you create the fair market value of the
asset and create an amortization schedule for purposes of the capital
lease. Use the Fixed Assets module to set it up first. One side would be
the Fixed Assets; the other side would be a liability on the balance sheet.
The payments would pay a portion against the liability and a portion
against interest – against the invoice set up in A/P. So, you split the
invoice and the fixed asset stands alone and receives depreciation.
Vendor Payment Reports
Q: After a check run is completed, is there a report we can go
back to in order to print a listing of all the invoices paid for each
check cut?
A: Generally the process would be from the history on the vendor.
So, if you’re looking for the remit information (all the invoices
paid with each check), go to the vendor card and drill down on the
invoices field, and you should have a line for each invoice included
on the payment. Filter the document number as the check number,
and you’ll see all the individual invoices paid as well as the check
amount. You want to treat it as a query against the vendor by
filtering the information. Another option would be to use reporting
capabilities, such as SQL Server. You could
also ask your Partner to customize and
design a pretty simple report for you
by using a reference on the vendor
ledger entries and allowing you
to define a range for the check
numbers. You can also tie the
GL register to the new ledger
payments. You can navigate on
the register and find the range
of register transactions covered
on the check run. You can filter
the information to receive the
payment journal information.
The report doesn’t give you the
vendor ledger information unless
you deal with SQL and attach the
vendor ledger details. But for just a simple
ad hoc report, you can start with GL ledger and tie it
to the vendor ledger entry table.
Non-item Specific Charges
Q: What is the best way to set up a non-item specific charge (e.g.
wire fees) for our Customer service representative to use? We
currently insert the GL code when entering an order.
A: Try setting up a Resource. You could set up your own posting
group, which tells the system where to post both the sale as well as
any cost associated to the transaction. In addition, with Resource, you
can make the code easy for your Customer service team to manage. If
you already have a posting group set up that will put the item in the
correct GL account, you can piggy-back on another posting group as
all posting groups are in the same tables.
Closing Processes
Q: We haven’t done many of the closing processes for inventory
in A/P, primarily reconciling A/P to G/L. If I start using these
processes immediately, will it post a bunch of stuff to the G/L
or do I need to test it in a test data base? We have never closed
an inventory period and began using it in 1999. We are not on
Microsoft Dynamics NAV 2009.
...a great resource you might try is a website called www.msdn.com (Microsoft Developers
Network).
Fall 2013 13
A: I would only suggest the process if you have an exact replica in
your test system. Don’t try in your live system without testing. If you
run the Adjust Cost regularly, that’s half the battle; the other half of
the battle is closing inventory periods after you
run the Adjust Cost. You will have things
post back to the beginning of time.
The question is can you isolate the
transaction so that you can reverse
it and actually fix it. It’s hugely
risky and has some pretty big
consequences. If you have a
really good test system where
you are confident, it’s the same
data as the live system. Give it a
try and confirm the results.
You will need to open your
GL back to 1999; next, you’ll want
to be able to find the differences
in order to reverse the transactions.
The big question would be what is the
financial impact posted to the current period
versus reversed information? You will need to
go period by period, go back to the first month,
run it, go to the second month, run it, and close the inventory periods
one by one until you end in 2013. What we’ve done in the past is close
all the inventory periods left open and post all the transactions in the
current period. Run the trial balance before the process, and run a
trial balance after, and make sure there are no other transactions, and
make one big journal entry for the differences.
Adjust Cost Routines
Q: We’re on standard cost so we do a standard cost worksheet,
suggest items to standard cost, and do a reevaluation journal as
needed. Is our process considered an Adjust Cost routine?
A: No, with average cost, the Adjust Cost routine being run
regularly and the inventory period being closed in tandem
would be really important. Why? Because it’s hitting all of your
transactions within the open period and looking for changes. So it
behaves in a challenging way if you’re not following a strict routine
and maintenance process. An Adjust Cost can be run at the end
of every day before doing invoicing because your standard cost
and reevaluation journals aren’t going to catch transactions like
shipments already posted, whereas Adjust Cost will find and update
the information. If you receive an item that has already moved all
the way through the system without a standard cost and you want
everything to be reflected correctly, it won’t be
caught until you do the Adjust Cost.
Line Limits in Excel
Q: We’re using Microsoft
Dynamics NAV 2009 RTC and
would like to export data to
Excel, but it’s limited to 5,000
lines. What is the best way to
get past that issue?
A: We know exporting
information out of the RTC
has been challenging, and many
issues seem to be solved with
Microsoft Dynamics NAV 2013.
Most of our membership really hasn’t
moved yet even though people seem to be
actively planning to move forward. Some of
those interim solutions are critical to share among the
membership. We do have some instructions on how to change
from 5,000 to 150,000 lines by going into the config file and opening the
notepad. It’s a little technical, so we’ll send the instructions out to you.
(Note: these instructions are posted, along with the recording of the
webinar, on NAVUG.com)
Negative Remaining Quantities
Q: We have a negative remaining quantity in inventory, although
the actual inventory balance is positive. Something is occurring:
positive transactions are not appropriately applying to open
negative transactions.
A: Two things can be causing the challenge: Do you have multiple
locations set up, or do you have your stock keeping unit set up in
conjunction with those locations? Start with stock keeping. If you
have multiple locations, look to see if you’re missing stock keeping
units in each of the locations. Check to see if the wrong locations
are being used when doing transactions. If you have a fixed reorder
quantity, make sure you are making the changes appropriately on all
of the SKU cards if you make a change to your ordering amounts for
the item. NAVUG
We know exporting information out of the RTC
has been challenging, and many issues seem to be solved with Microsoft
Dynamics NAV 2013.
14 NAVUG Magazine
NAVUG™ Members were on trend at Convergence 2013 with their rendition of the Harlem shake. Lee
Weiner, former NAVUG chairman, also brought out the hotdog costume for one last hurrah.
What would you name this photo? Simply email your submission to [email protected].
The winner’s submission will be printed in the magazine’s next issue.
NAME THAT PHOTO
RE
SU
LTS
Congratulations! Congrats to CONRAD KELM from WESTERN ARCHRIB for winning last issue’s contest with the submission of “Okay, everybody on that side of the room say ‘Heeeeey’. Now everybody on this side of the room say ‘Hoooooo’.” Conrad – your prize is in the mail!
contest
Fall 2013 15
As director of sales
and marketing for a
manufacturer, Brian
Houser’s focus is on
the bottom line. But
as an employee of Lighthouse for the
Blind, a 501(c)3 nonprofit driven by
the mission to assist individuals who
are legally blind maintain dignity and
independence by making available
employment, education, and services,
he’s motivated by much different
factors, even after more than 10 years
with the organization. “My position
has a warm and fuzzy feeling to it that you’re simply not going to
find with 99.9 percent of the other sales and marketing positions out
there,” he says. “When you see people with a sight disability come into
work every day, on time, navigating the building without any help and
feeling happy to have a job, and one they perform well, you simply
stop sweating the small stuff. Since I’ve been at the Lighthouse, things
that used to stress me out simply aren’t that important anymore.
Our employees’ positive attitude and commitment to their job just
makes me feel good and want to bring in more opportunities to offer
more jobs.”
Feeling good combined with serious business is a recurring theme
at Lighthouse for the Blind.
While the unemployment rate for people with degrees and full sight
averages to about eight percent nationally, the rate for those who are
blind and legally blind is a whopping 70 percent. The mission of Light-
house for the Blind, at the most fundamental level, is to help people
make the transition from being a recipient of publicly funded services
to being a taxpayer. To do this, the organization manufactures a seem-
ingly eclectic range of products that includes aerosol paints and prim-
ers, aerosol and liquid cleaners, dog repellant for the postal service,
contract packaging for medical kits and devices, male external cath-
eters for the Veteran’s Administration, and paint created exclusively for
the U.S. Forest Service, who use it to mark trees in the various national
forests. Brian adds that “while most people refer to their organization’s
portfolio as a product mix, I refer to it as a product mess.” Government
and military entities comprise 85 percent of Lighthouse for the Blind’s
customers, with most products sold through General Services Admin-
istration and Defense Logistics Agency.
Small StuffNO LONGER SWEATING THE
16 NAVUG Magazine
actionM E M B E R I N
A Significant Payback
One aspect of his work that Brian says he feels particularly good
about is a study conducted by the National Industries for the Blind,
which determined that for every dollar spent on products and ser-
vices manufactured by organizations such as Lighthouse for the
Blind, $3.33 is returned to the customer via decreased transfer pay-
ments, such as Medicaid and Social Security Disability Income, and
increased income and FICA taxes, thereby saving taxpayers money
while fulfilling an important social mission.
Lighthouse Gives Back
Lighthouse for the Blind’s 2013 investment in community pro-
grams is $1.5 million. The investment occurs in many ways, one of
which is by supporting 15 community enrichment programs for the
blind in Missouri and southwestern Illinois. Some programs offer
camps with activities such as rock climbing and other sports while
others focus on helping people become more confident in indepen-
dent living skills such as banking, laundry, and cooking. One pro-
gram sends youth to space camp in Huntsville, Alabama where they
participate in various activities including simulated space missions
using Braille mission instructions, as well as Braille labeled switches,
buttons, and levers.
Keeping it Running
To keep the operation running smoothly, Lighthouse for the Blind
deployed Microsoft Dynamics NAV in March 2012. Much of the
functionality it relies on in the solution for is typical of companies
in the manufacturing industry. It’s used for finance and accounting,
order entry, shipping, billing, planning, routing, bills of materials –
essentially the entire manufacturing process.
But the product has distinguished itself for Lighthouse for the Blind
in numerous ways. First, it’s compatible with other popular Microsoft
products. Since the screens are familiar and more simply laid out,
they are easier for people with vision impairments to navigate. The
solution also works better with screen magnifying and screen read-
ing technology than the company’s previous software as well as other
software considered before choosing Microsoft Dynamics NAV.
Finally, the auditors like it. “The auditors were expecting a mess,
but we’re in better shape than any organization they’ve seen before
that just went through a transition to a new ERP system,” Brian says.
“That’s because of our work, our Partner, and the technology.”
Joy of Working
Lighthouse for the Blind employs people who are blind or legally
blind at all levels, from the manufacturing floor – where employees
earn prevailing wages – to the sales team. While his position is like
many other jobs in that some days are better than others, Brian says
that even after a decade he has yet to wake up dreading going to
work. “Work is like a social network here,” he says. “People meet
other people who have similar issues and challenges, and together
they help each other solve them. So it’s a very social environment,
almost like a family.” NAVUG
Fall 2013 17
3
1 2
4
1 | Ruben HaritoonianNissin Foods (USA) CO.,[email protected]/IT manager
2 | Veronica WooAMCOL [email protected] Enterprise Manager
3 | Amanda HansenEllsworth [email protected] Finance Controller - Corporate
4 | Sydney StroyerBally [email protected] Supervisor
topicon
...with NAVUG Members
18 NAVUG Magazine
What’s your best collaboration success story? That is, what did you achieve that you wouldn’t have necessarily achieved had it not been for collaboration?
1 | I do not have one best particular success
story but rather multitudes of success
stories in which all stems from working
with others cohesively. In a collaborated
effort, the success is being able to work
with others in such a way that allows your
own intuitive ideas to truly thrive with
other great ideas. Any successful projects
usually involve these three principles
when working with others, in my opinion.
#1, define and focus on clear-cut goals
with exact deadlines. #2, communicate
with each other clearly and freely while
eliminating any distractions. #3, stems
from #2, and that is eliminating any
road blocks by reacting to these changes
quickly and efficiently.
2 | The roll-out of an organization-wide
Microsoft Dynamics NAV system and its
core processes across EMEA including
each country’s regulatory localizations.
3 | Right now that would have to be our
monthly financial statement package. Our
division controllers, corporate financial
analyst, CFO, and I have worked closely
on different aspects of our closing process
to be able to efficiently report our monthly
results. We are constantly looking for
ways to create better communication
and reporting between the divisions and
corporate to create a comprehensive
reporting package for 35 companies
worldwide.
4 | I’m not sure I can focus on one time; we
use collaboration between departments a
lot in our company.
What’s the most valuable aspect of collaboration?
1| The ability to gain practical knowledge and to
apply what you learned.
2 | It enhances teamwork and distributes expertise.
3 | The people involved, because each team member
brings something different to the table, whether
it is expertise in writing project plans and scopes,
organizing of the project as it occurs, execution
of the final product, or even just the ideas that are
contributed during planning and brainstorming
sessions.
4 | It allows multiple people to bring ideas to the table
and then together work through best practices to
come up with a group decision.
What does collaboration mean to you?
1 | Networking and sharing ideas with
others to achieve common and clear-
cut goals.
2 | It stimulates new ideas, solves
problems, enhances teamwork, and
distributes expertise. The goal is to
allow collaboration to propagate
naturally and hence feed off the culture
of the organization.
3 | Getting the opportunity to work
with others towards a common goal.
Everyone has ideas on how something
should be done, and without working
collaboratively, we can find ourselves
with tunnel vision, forgetting to look at
multiple aspects within one decision.
For example, how does this decision
affect warehouse functionality versus
accounting? Are we making the process
too labor-intensive just to put controls
into place?
4 | Working with others to work through
problems and projects and get the best
results.
We reached out to NAVUG™ Members to pick their brains on these questions:
Fall 2013 19
CO
LLA
BO
RAT
EIT
TA
KE
S A
VIL
LAG
E T
O
20 NAVUG Magazine
by Kerry Rosvold illustration Matt Mastrud
Back when she was First Lady, former Senator and Secretary of State Hillary Rodham
Clinton wrote a book titled “It Takes a Village”. The book was essentially about how it
takes all people in a community, not just the core family, to raise a child. We see similar
principles within our own NAVUG™ community, where it takes a village to continually
support each other, nurture our networks, and improve our knowledge base as we all
strive to provide our companies with the best possible business solutions using our ERP system of
choice, Microsoft Dynamics NAV.
In the five years I’ve been actively involved in this community, I’ve seen some amazing examples of
how this village of Users collaborates to solve business problems for their companies.
I know two controllers who met through NAVUG who have bartered knowledge back and forth
every year. One year, one controller taught the other how to use and enhance account schedules. The
next year, the other controller traded information about intercompany consolidation. The year after
that, they exchanged information on budgeting. This tradition has continued every year, with these
two Users finding ways to enhance their use of Microsoft Dynamics NAV by trading information and
brainstorming ideas.
Through sessions at a past NAVUG Forum, a number of Users voiced concerns about having
difficulty in creating a suitable business process for correctly using EFT (electronic funds transfer)
to pay vendors. This group worked together over the following year, exchanging information on how
to get it done. Two of those Users presented a Customer Showcase at the next NAVUG Forum and
shared how they solved the challenge for their companies.
Every year, more than 100 volunteers collaborate to provide ongoing webinars to the User group
at large. These webinars include presentations on specific topics as well as interactive discussion
formats, allowing the participants multiple opportunities every month to assist each other with
business challenges. Time and time again on these webinars, I hear examples of Users who help each
other immediately if they can, and if they can’t, they follow up with each other through email or
phone calls, helping to make connections until questions are answered.
Recently, NAVUG has been reaching out internationally, searching for ways to collaborate with
Users in other countries. They made a foray into the international community for the first time in
January of this year by going to Rome, Italy, and will be returning to another international event
in November. This event will continue the work of growing the User group in other countries,
expanding the village to the international community, and creating new ways for all of us to exchange
the information and help each other.
As an active blogger in the Microsoft Dynamics community, I’m particularly excited about the
launch of the new NAVUG Collaborate tool. By incorporating social media into a platform that
gives us a “home base” where we can update each other on educational events, answer each other’s
questions, and connect and build our networks, NAVUG has created another place where the work
of the village is made possible.
Every person who participates makes the community stronger, and with a stronger community,
each participant benefits.
So why do they do it? What could possibly possess a group of people who all have full-time jobs
of their own and families and lives to invest time to volunteer their time to help other Users? I think
there are a few reasons:
Fall 2013 21
» We’ve all been there. All the people who volunteer to help the User group can tell a story about
when they were new to Microsoft Dynamics NAV and felt like they were alone.
» We’ve all been helped by other Users. Each one of those people can also tell a story about how
they had business problems and another User helped them. Every time I hear one of these
stories, I’m always so impressed by the overwhelming feeling of gratitude and relief that comes
through as people came to realize they didn’t always have to pay someone to help them and how
empowered they felt to be able to solve it on their own.
» We realize the benefit of this community. Because we’ve been able to help each other out, each and
every person has brought value back to their organizations in the form of solved problems, greater
knowledge and understanding of our ERP systems, and the type of future preparedness that only
comes through staying current on emerging technologies.
» We want to give back. Each person who volunteers realizes the advantage this gift of support has
been to them and wants to give back to others.
Think these stories don’t apply to you? Think again! If you were able to reach out to a group
of informed people who aren’t invested in selling you anything, what would be the quality of
information you would receive? These people have real-world advice and real-world experience with
Microsoft Dynamics NAV. They use the solution in their job every day, just like you do. Whether
you are looking for advice on best practices or just an honest opinion on what type of solution to
choose, this is the group who can get that to you. If that doesn’t convince you, put together a return
on investment analysis. What’s the benefit of being able to support yourself through the network you
have developed?
Just this year another strong business leader, Sheryl Sandberg, the chief operating officer
of Facebook, authored a book called “Lean In”. While this book focuses in on gender politics in
the workplace, the message she conveys with equal strength is to get involved in what happens at
your office and in your community. Don’t hold back. Bring your talents to the table. Speak up and
participate.
If you feel that NAVUG has brought some benefit to you, get involved in collaborating, in whatever
form works for you. We are always looking for Users to lead webinars, facilitate discussions, lead
sessions at the annual conference, engage in social media, blog, and find ways to connect with each
other in a meaningful way. I encourage you to set a goal for what you can do to contribute to the
effort this community puts forward to continually grow this User group.
If you haven’t yet been actively involved with NAVUG or if you’re brand new to Microsoft Dynamics
NAV, know that you don’t have to struggle to come up with a solution on your own for what you need.
There are other Microsoft Dynamics NAV Users out there who have gone through what you’re going
through and are ready and willing to help. There is a whole village available to you through NAVUG,
whose call to action is to support each other through the ability to collaborate. NAVUG
Kerry Rosvold has been the corporate controller at Augsburg Fortress Publishers since 2008 and has been
using Microsoft Dynamics NAV as her ERP solution of choice since 2004. Kerry has been an active Member
of NAVUG since 2009 and frequently conducts webinars, speaks, and teaches classes on Microsoft Dynamics
NAV financial topics. She blogs regularly at www.dynamicsnavfinancials.com and also can be found on
Twitter @krosvold.
If you feel that NAVUG has brought some benefit to you, get
involved in collaborating, in whatever form works for you.
22 NAVUG Magazine
Congratulations to Dave Wiser from Tillamook for winning the Spring 2013 Word Find! Your
prize is in the mail, Dave! Below are 25 words that relate to the topics and theme in this
issue of NAVUG™ Magazine. These words can be found in the grid horizontally, vertically,
diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win
a gift certificate; simply scan and email your entry to [email protected].
Academy
Ask the Experts
Collaboration
Community
Forum
Harlem Shake
Kerry Rosvold
Knowledge
Learn
Lee Weiner
Lile
Marc Allman
Member
Microsoft Dynamics
NAVUG
Partner Power
Regional Chapters
Sharing
SIG
Steve Chinksy
Takes a Village
Tips and Tricks
User
Value
Webinars
R B S C I M A N Y D T F O S O R C I M K N O W L E
S E M E M B E M S U S A N N E P R E P O W E R N R
T J R S T A C A D E M Y L N T L M M T E N U E L E
P O U L N E R R C L N O T E S B R I I R L G G A G
A S R S L T S C O I R B S R E R S C P A T V I N I
R E E L E N E A M V E A R R S E T R S S S A O S O
T N N A P R E L M A N L F L T N L O A K R N I T N
N S N N A N G L U S N L T O L N E S N T S G H E A
E R O O R O D M N E I O S R R E N O D H S C A V L
R E I I T I E A I K E C R S T U L F T E E O R E C
P T T G N G L N T A W E M E M B M T R E I L L C H
O P A E R E W R S T E L U N E R S D I X G L E H A
W A R R N R O S T L E N E L R S T N C P N A M I P
E C O M M U N I T Y L T S R A N A E K E I B S E T
R H B I W R K N W E B I N A R V S N S R R S L K E
D C A H E A E L E U U L A V U R S T L T A R L A R
T L L C E A S K T H E F O G R E N L T S H A I H S
F A L E L N K E R R Y R O S V O L D S R S N V S P
O N O V T I P S A N D T R I A C A D E M U I A M R
S O C E C O M M U Y S K N I H C E V E T S B S E E
O I R T N N E T W O R E G G D E L W O N K E E L N
R G S S R R E N L S D E E S E L I L T S R W K R T
C E N A S K T H E E X P E M A R C A L L M A A A R
I R E K E R R Y R O S V R E N I E W E E L N T H A
M L T I P S A N D T E G A L L I V A S E K A T N P
Fall 2013 23
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Largest document map library
Built inside NAV
All cross references and translation inside NAV
Ability to map directly to NAV fields
Visibility to sent and received data inside NAV
Lowest Total Cost of Ownership
Full automation of normal business practices
Unparalleled access to data
Flexible implementation options:
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Here’s why 55,000+ people depend on Lanham EDI Every Day:
Hidden somewhere between the covers of this magazine is our NAVUG™ logo. Can you find it?
While our logo shows up throughout the magazine in conventional spots, it’s hidden in only one place. When you’ve found it, send an email to [email protected] with an explanation of where and on what page it’s at. We’ll choose a winner at random and will highlight him/her in the next issue of the magazine.
good luck!
C O N T E S T
f ind the
Fall 2013 25
Hook up with TARGIT in TampaStart your NAVUG experience at this year’s must-attend BI & Analytics event; Decision Day 2013.If you want to know all there is to know about BI & Analytics for NAV, then join the Dynamicscommunity on Oct 21 in Tampa, where TARGIT will host a full day of infotainment followed by a nightof entertainment. Summit Forum attendees will be welcomed with their Dynamic Communities event pass. When the expo kicks off, we can connect at the NAVUG Forum the following day.
We are looking forward to seeing you in Florida!
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Paperless
ACADEMYcornerby Mark Rhodes, director of Member value
Have you been set up to fail? Or perhaps you’re setting
up others to fail? Statistics abound regarding how
our workforce and the skills needed to remain
competitive are changing faster than ever. Just one
example: in Merrill Lynch’s “The Book of Knowledge”,
it is predicted that 50 percent of employee skills become outdated
in three to five years. If you want your team to maintain even the
status quo, you must foster a learning culture and support that
environment with a variety of educational opportunities. Plenty
of companies are figuring this out already: the annual investment
for employee learning from U.S. organizations has grown to $200
billion a year.
What “training” looks like is evolving faster than ever as well.
Technology, economic factors, and the diminishing resource of time
all impact how our teams learn, yet make the time spent learning even
more critical. I can remember easily when your only option was to
travel to a remote location and sit in a classroom for several days. The
content was hit and miss, and it was the luck of the draw regarding
the quality of the instructor. Now, eLearning, online learning, and
distance learning are tried-and-true formats and fantastic options for
focused, bring-the-expert-to-you, high-value training. The shift has
been remarkable:
» In the past 13 years, eLearning has experienced a 900 percent
growth.
» Now, more than 75 percent of American corporations use online
learning as one of their core training methods.
» Workforce.com states more than 70 percent of Fortune 500
companies’ technology-delivered training comes through
networked, online methods.
How does your organization compare? Are you leveraging these new opportunities to remain competitive?
At NAVUG™, it’s our mission to continue to bring our Members
benefits that enhance their professional development and growth,
which is why we started the NAVUG Academy. The NAVUG
The Revolution of eLearning
Academy provides you direct access to our own expert-led, online
learning component we call NAVUG Academy Distance Learning –
at a fraction of the cost of traditional training.
When you review the benefits of the NAVUG Academy Distance
Learning, it’s pretty clear why it works:
» Zero Travel Costs (40 percent of employee training budgets go
towards travel)
» Lower Registration Fees (NAVUG Member pricing is a fraction
of alternative education, plus, Premium Members and Microsoft
Service Plan Members save even more)
» Time (online learning courses are 25 to 60 percent shorter than
classroom training)
» Expert Instructors (subject matter experts who live and breathe
Microsoft Dynamics NAV)
» Targeted Content (course subjects are based on User feedback to
deliver the content you are looking for)
» Hands-on Training (you can practice the content and apply the
curriculum immediately, with instructor feedback!)
» Retention (Online learning has been proven to improve
knowledge retention by up to 60 percent)
» CPE Credits (All NAVUG Academy courses are eligible for CPE
credits)
To complement our distance learning courses throughout the year,
the NAVUG Academy also offers half- and full-day training courses
prior to the annual NAVUG Forum. Experts in Microsoft Dynamics
NAV and related tools teach these in-person courses. Once again,
Premium Members and Microsoft Service Plan Members receive a
discount on tuition, and you can practice within Microsoft Dynamics
NAV right in class.
It’s clear that the delivery of education and training will continue
to evolve, as will the offerings through the NAVUG Academy. Are
you ready to equip your team for the future? If you’re not taking
advantage of this significant membership benefit, change that today
and visit www.NAVUG.com/member-resources/academy. NAVUG
www.NAVUG.com/member-resources/academy
Fall 2013 29
Lee Weiner is ready to pass the reigns over to Marc Allman.
Lee, CFO for The Bradshaw Group, has served as the
NAVUG™ chairman since June 2010, when the group was
transitioned from an independent User group to that of
one of the Dynamic Communities brand of User groups.
“Back then we were trying to grow membership and the services
we offered to get Users to meet other Users,” says Lee. “I remember
fondly our goal and task of getting more people involved, because
when there are many more involved Users, Partners, and ISVs, then
there are many more educational opportunities to help Users.”
NAVUG has grown from 450 Members to just under 1,300 Member
organizations in the past three years, creating a cohesive and vibrant
community where people truly want to help each other.
“NAVUG is now at a point where it’s poised for even more growth,
both in the United States and internationally, with a very good base
of Users and Partners,” continues Lee. “Helping to get NAVUG to that
place is what I’m most proud of.”
Marc, COO for AMS Controls Inc. and the incoming chairman,
got his first taste of NAVUG when he attended NAVUG Forum in
2011. He is excited at the prospect of being involved in the strategic
direction for the group.
“I hadn’t really thought about leading the group until they asked
me,” says Marc. “It’s an interesting prospect for me to get involved
at this level and see how I can help. I think it’s also good to go from
being an attendee to helping make things even better.”
HANDING OVER THE
REIGNS
He has great timing on his side as Microsoft Dynamics NAV and
NAVUG are in a fantastic place to make good things even better
given product advancements, a large installed base, and a growing
User group community.
“The User community has grown in North America because the
product has evolved,” says Lee. “There is a need for people to learn
more sophisticated ways to use it, and the best way to learn is from a
fellow User. Doing so enables people to use this tool in ways that they
never would have imagined. Microsoft Dynamics NAV is the engine
of a business, and you need to know how to drive the Ferrari before
it’s fun to use.”
In addition to peer-to-peer exchanges, Lee praises Partners and
Microsoft for their involvement in NAVUG.
“It’s important to have VARs as part of the group as they’re very
strategic and make the community strong with their knowledge,” says
Lee. “In addition to that, Microsoft has been great. This can’t work
without Microsoft, and they’ve been a trusted partner, supporting
our events, and giving us the resources for Users to have good
experiences. Without their support, we wouldn’t have grown this
fast.”
Supporting that growth is something that is part of Marc’s goals for
NAVUG over the next year.
“Since we’re approaching 1,300 companies that are Members, we
need to make sure that we’re a go-to resource for those companies,”
says Marc. “Much of the content that’s generated by NAVUG comes
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30 NAVUG Magazine
Convergence 2014Will You Be There?Fact: 98% of customers who attend Convergence choose to attend again.If you’re a Convergence veteran, you know it pays to plan ahead to make the most of your conference experience.And if you’re new to the Convergence experience, start planning now and get in on all the latest updates and savings!
For more information go to:www.microsoft.com/dynamics/convergenceor email [email protected] questions.
Save the Date!Convergence AtlantaMarch 4-7, 2014
4-7
from Members, and many times it’s a few people who do a whole lot
to get that out there. I’d like to increase the User participation on the
content side to get more people sharing what they know and how
they learned it.”
“It really is about Members helping Members and Users helping
Users,” continues Marc. “Increasing participation on both sides –
contributors and students/attendees – would be a good thing.”
Another goal of Marc’s is to help in the alignment of NAVUG with
other Microsoft Dynamics NAV User groups around the world.
“If we can get groups that are doing the same thing to align, we can
start sharing content and getting some commonality amongst that
content,” says Marc. “It really is a more efficient way to go. As long
as the international expansion doesn’t hurt North American Users, it
can be a positive thing.”
In addition to his goals for NAVUG over the next couple of years,
Marc feels passionate about Microsoft Dynamics NAV and the
potential the size of its installed base offers Users in the NAVUG
setting.
“Microsoft Dynamics NAV as a product can feel a bit neglected at
Microsoft when you see the resources poured into other areas,” says
Marc. “It’s important that we stay positive about the installed base as
it is number one among the products, and there are a lot of Users out
there. We should be proud of that and keep our voice out there so
Microsoft doesn’t forget about this huge group.”
The transition between leaders should be an easy one, given that
Lee and Marc have similar values for the group and advice for its
Members, which is to be active participants.
“Whether that’s taking advantage of the learning opportunities or
sharing what you’ve learned with fellow Users, the strength of the
community comes from participation,” says Marc. “As an aside, I’d
like to express my gratitude to Lee for his past service. I have big
shoes to fill and am so thankful for all he’s done for the Microsoft
Dynamics NAV and NAVUG communities.”
While Lee won’t be leading NAVUG into its next chapter, he plans
to stay involved with community webinars and events.
“It’s been a pleasure to work with people who were happy to share
information as well as see the light bulb go off for people who were
looking for a solution,” says Lee. “All in all, it’s been fun, interesting,
and informative. If I can check the box on those items when I’m doing
something, I think that’s the most important thing.” NAVUG
Fall 2013 31
Partner Power International
is a company with roots
in Navision Software as
its founder, Poul Kjaer,
worked at Navision to
establish the software (now Microsoft
Dynamics NAV) in new markets. Poul
found that many new Users wanted
locally-based Partners to help with
their multi-national businesses, but that type of infrastructure
wasn’t available. That need birthed the idea of Partner Power, a
network of Microsoft Dynamics Partners that could be brought
together to support a User’s needs at the local level. The company
celebrated its 10th anniversary in 2011 and today works with more
than 50 Partners in 60 offices around the world.
NAVUG: How did Partner Power build its Partner network?
Henning Lund (HL): We first thought about acquiring local
Partners, but historically when you acquire a company, half the
organization starts its own company the next day. We’d rather
work with somebody who is successful doing business locally
while working with other Partners.
We built up the Partner network from 2003 to 2007 with the
policy that we wouldn’t establish ourselves in a market where
there weren’t Customers.
NAVUG: What type of work do you focus on these days?
HL: We do a lot of training for Partners and Users as well as
integrations and upgrades. There are numerous extensions of
Microsoft SureStep – templates, roles, tasks, etc. – that aren’t
standard for international deployments, so when Microsoft
Dynamics NAV Users either need to do an upgrade or want to
scale in other countries or have business needs they want to take
into consideration, we work with them to see what should be done.
NAVUG: How do you ensure that Partners are doing good
work at the local level?
HL: That’s really important to us, because if a Customer is running
projects in multiple countries, they’re very concerned about
the local implementations. We do a quality review every time a
service is delivered so that we have almost real-time feedback.
This enables us to know instantly if something needs to be fixed
or if we need to send a roast to somebody because they did an
excellent job. If you don’t react rapidly, you can’t stay in control,
and we need to stay in control.
We’ve been developing transition management at the local
level, which is a subset of change management, but it focuses
on how you get an org to work in a distributed way without too
much resistance locally. It looks easy on paper, but there are a
lot of things that need to be done. Since we added transition
management, the quality of reviews has gone up several points,
and it’s been one of our top innovations this year.
NAVUG: How do you find your Customers?
HL: Very often through references. The international community
is not really that big, and often times it’s somebody who has
checked in their network or with Microsoft and local Partners.
We’ve had some instances where a Customer has asked for
referrals in several countries, and all the referrals point to us.
That’s a good feeling.
When a Customer comes to us, they have typically already
decided to do an international deployment of Microsoft
Dynamics, but they may have doubts as to the product they
should use and how to make this work. We can help determine
the scope of the project, create a budget, and give them full
transparency into the operation.
NAVUG: What are the next steps?
HL: We take responsibility throughout the whole life cycle. When
we have the right project scope, Partners are sub-contracted to
work under a central project manager from Partner Power. We
design the project together with the client, instead of giving our
list of contacts in say, Asia, and tell them good luck. In many
countries you have to have the right relationship to get attention,
and typically Partner Power is in the top five for Customers
locally. That’s the benefit of having a sense of control, but also
having local people work with local people.
Partner Power
International
Henning Lund
vice president and senior executive advisor
Established 2002
“We built up the Partner network from 2003 to 2007 with the policy that we wouldn’t establish ourselves in a market where there weren’t Customers.”
32 NAVUG Magazine
showcaseVAR PARTNER MEMBER
There are also a lot of considerations
when you work internationally, and it
generally comes as a surprise the amount
of requirements to say, work in Europe,
given the small geographic size. For
example, Denmark is a country of six
million people, but we speak a language
that nobody else does. Local cultures
are so strong, and local knowledge is an
absolute must.
NAVUG: That almost sounds easy. Is there such a thing as making
international business easy?
HL: The nice thing about international business is that it’s often
repeatable. We work in a model where if you have to do work in 10
or 20 countries, all the agreements are the same. The local Partners
know the culture and can give advice on everything from services to
“do’s” and “don’ts” in the area.
However, international business differs greatly from a localized
business in that the goal is to make the company more uniform
and utilize best practices derived from a central plan. Good
consultants typically meet with their Customers, listen to their
requirements, and make recommendations. That practice results
in scope creep at the international level, so we take consultants in
and make sure they understand the role they play and that their
role in a centralized project is something quite different than in a
localized project. It’s a big pitfall if everybody isn’t in alignment,
one where the Customer ends up paying for wasted weeks, even
months, of time.
NAVUG: What do Users like best about working with you?
HL: They appreciate that we’re specialized in what we’re doing. Our
whole business revolves around this task. We’ve done this more than
500 times now, have been where they’re going, and have a proven
model of how to get there in an efficient way. Time to market is
essential. All the normal drivers – such as eliminating islands of data
– are there, and the longer the project takes, the longer it is before
they can harvest the benefits.
Another thing they like is the centralized
model. They have the benefit of doing things
through local Partners in a consolidated
effort in one contract.
Finally, because we’re specialized, many
of our team members have more than
20 years of Microsoft Dynamics NAV
experience. With the network we have, if
we need an expert in a specific area, we
know right where to go, and we can move
the right person in the first time around, which is the best way to
increase efficiency.
NAVUG: Do you have any new endeavors for Users?
HL: We’re running a blog where we discuss the product from an
international perspective; for example, we have been communicating
about the consolidated Microsoft Dynamics NAV localization
information that we have collected for more than 70 countries around
the world, which is an overview that you can’t even get from Microsoft.
This past year at Convergence we were a Gold sponsor and did a
flash mob. That was a lot of fun.
We also participate in User group meetings all over Europe and the
world, working on our main goal to get people and organizations to
the next level with Microsoft Dynamics.
NAVUG: What do you like best about what you do?
HL: Next year will be my 25th anniversary with Microsoft Dynamics
NAV, and I don’t know what I’m missing as I haven’t tried anything
else. Microsoft Dynamics NAV is what started my career, and it’s
close to my heart.
What’s fueling me is talking to Customers and finding Customers
that have been around almost as long as me. That’s something that’s
unique about Microsoft Dynamics. It’s a large channel with great
products, and when you’ve been working with it as a User or Partner,
you stay with it.
There’s a lot of history built up there. I travel more than 100 days
a year with the product under my arm, so it’s a big part of my life; it’s
where I have my friends, and I’m doing what I like. NAVUG
“What’s fueling me is talking to Customers and finding Customers that have been around almost as long as me. That’s something that’s unique about Microsoft Dynamics.”
Fall 2013 33
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My Twitter favorites these days are…New York Jets, Warren Buffett, CNN News, and iTunes Music. On my desk right now are… Cup of coffee, robot squeeze toy, “Life is Good” sticker, and piles of paper.
My three goals for 2013 are…1. Sky-dive2. Exercise and tone3. Take Microsoft Dynamics NAV 2013 to new heights When I’m not working, I...Travel, have fun with my family, golf, and attend concerts and sporting events. The best advice I ever received was…Do what makes your heart beat the fastest, have no regrets, and take blame when you deserve it.
NAVUG™ has selected Steve Chinsky
as our Volunteer of the Quarter.
Congratulations, Steve! Steve is the
program/project manager of finance for
Quidsi (a division of Amazon.com), as
well as a stand-up Member of NAVUG and
the Microsoft Dynamics NAV community.
Let’s learn a little about Steve…
Fall 2013 35
Marc Allman, our new
NAVUG™ chairman, is
chief operating officer of
AMS Controls, Inc, an
industrial automation
company that provides control systems and
production management software for the metal
processing industry.
AMS Controls is also a family-run organization that
Marc’s father, Rick Allman, started in 1977. Rick is mostly
retired now, and Marc and three of his siblings have taken
the helm.
NAVUG sat down with Marc to see what our new
chairman likes about working with his siblings, the
challenges he encounters in his business, and how NAVUG
has helped AMS Controls.
NAVUG: Do you see AMS continuing as a family-run
organization in the future?
Marc Allman (MA): That’s a long way out for me as my son
is 4 years old. I do have a 16-year-old niece, but she’s shown
zero interest so far.
NAVUG: What are some of the benefits of working in a
family-run business?
MA: It’s nice in a lot of ways, one of which is that we get to see
each other often. There are times when Sunday dinner at my
parent’s house is great and other times it’s uncomfortable,
depending on what’s going on at work.
We share a vision of where we want to go, but it can be a
challenge as the stakes are pretty high when you’re feeding
your own families. It’s also a challenge to keep the business
growing over the years.
NAVUG: AMS Controls has started to expand globally.
Tell us how you’re accomplishing that.
MA: We have a sales and service office in Austria that employs
a father-son duo. We opened that office in 2008, which was
in the midst of that horrible recession, so it was a slow start.
We also have a South American office due to a former intern
of ours who moved back home to Bogotá, Colombia, after
completing an international exchange program with us.
In sales and service, the translation is a big thing. Having
people live in those regions has allowed us to get into places
where we wouldn’t be otherwise because people like to have
local support.
Our international presence is a slow growing thing. It’s
not a huge area of investment for us, but it is gaining us a
global presence.
NAVUG: When did AMS Controls start using Microsoft
Dynamics NAV?
MA: We implemented the product in 2008; before then, we
used home-grown systems. Having an engineering mindset,
we could write software, but we couldn’t think of all the
possible accounting issues, and it became a distraction.
We made the decision to outsource it and select a product
that we wouldn’t have to think about. Ultimately, Microsoft
Dynamics NAV has helped us focus our business more on
what we actually do, since we were using our developers
to create accounting programs when they could have been
making products for us to sell.
NAVUG: That’s definitely a plus to have them back to
work on their actual job! What plans do you have for
your Microsoft Dynamics NAV use?
MA: We’re in the midst of upgrading to Microsoft Dynamics
NAV 2013 and implementing Job Manager. We do a lot of
big projects where we retrofit equipment. It can be time-
consuming, and we’re hoping to get more visibility through
use of Job Manager.
Using it is kind of a long time coming as we originally
started implementing it with Microsoft Dynamics NAV
2009 R2, but when we were finished, Microsoft Dynamics
NAV 2013 came out, and we decided to wait to use it until
we were using it with the new version. We hope to have it
installed and ready for use in the next few months.
NAVUG: In addition to that lack of visibility in some
areas, what other challenges do you encounter in your
business?
MA: The biggest thing right now is sales. We’re really good
engineers, but not necessarily good salespeople, which
doesn’t help with that growth thing I mentioned.
Another is that we have a lot of possible directions we
could go and have a hard time focusing on where we should
go. The thought of what “could be” is overwhelming, so we’re
looking at picking a few things and taking advantage of the
opportunities they bring.
NAVUG: I guess it’s safe to say that you’ve found NAVUG
to be helpful, since you’re chairing the group now, but
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NAVUG Magazine
is there anything that you can pinpoint
as far as what NAVUG has done to
help your organization in your use of
Microsoft Dynamics NAV?
MA: There are a couple aspects to how
NAVUG has helped us. One of them is
having access to people like Bob Bergman
from ArcherPoint. I have learned a ton
from him on the manufacturing side of
Microsoft Dynamics NAV.
My sister is our controller and attends
numerous finance webinars, learning a lot
from Kerry Rosvold of Augsburg Fortress
Publishers.
Bob and Kerry are just two of the great
NAVUG resources from whom we’ve seen
great impact in the way we run Microsoft
Dynamics NAV in our organization.
NAVUG: You’re right, they’re terrific
assets. Our theme for this magazine
issue is collaboration. How does
collaboration help your organization?
MA: For us, collaboration means a better
product. We’re very customer-driven in
terms of how we develop our products,
and many of our product changes over
the years have been driven by customer
problems.
As we create new software for
production management, we’re working
with our customers directly to answer
their needs. We pick a couple of
organizations and visit them, do an onsite
observation of their processes, and come
back to them with how we can solve their
challenges.
Collaboration with customers has allowed
us to get to where we are today. NAVUG
Fall 2013
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Table of Contents
Industry...................Page 40
Horizontal................Page 43
Writing / Documentation Services..................Page 49
The List from The Partner Channel® is your tool for fi nding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal and service
off erings available and you may just fi nd exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the
Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List,
please contact [email protected].
NOTE: The Partner Channel and Dynamic Communities off ers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner.
*Due to the nature of the “classifi ed” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
40 NAVUG Magazine
Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions off ers aff ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inven-tory to maximize profi ts.
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 dispa-rate ones. 92,000+ users worldwide. Unprecidented visibility.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Cross Industry Solution
Altec http://www.altec-inc.com • 949-727-1248 doc-link, Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with in-tegrated Corporate & Personal Credit Cards, Cloud or On Premise.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
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.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workfl ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a real-ity – without breaking your budget.
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.
kCentric Technologies Inc
http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Finance/Banking
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Food and Beverage
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
IndustryIN
DU
STR
Y
Apparel
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost.
Automotive
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Chemicals
Horizons International
www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Consumer Packaged Goods
Business Systems Integrators
http://www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Fall 2013 41
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
Beck Consulting http://www.bcfooderp.com 800-456-1970 ext. 110 bcFood Built for the food industry, provides: Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, Allergen Control, Import/Export, BI, Promotions, Trade and EDI.
Business Systems Integrators
http://www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.
Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions off ers aff ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inven-tory to maximize profi ts.
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce • 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Horizons International
www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 1800 companies live.
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Government
Solver
http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invalu-able tools.
Healthcare
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with in-tegrated Corporate & Personal Credit Cards, Cloud or On Premise.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Solver
http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare provid-ers better manage their performance through user-friendly planning, bud-geting, reporting, dashboard and data warehouse tools running on a cost-effi cient Microsoft platform.
High Tech and Electronics
Cincom Systems, Inc
http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart confi gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Industrial Equipment
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Horizons International
www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Insurance
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Manufacturing
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Beck Consulting http://www.bcfooderp.com 800-456-1970 ext. 110 bcFood Built for the food industry, provides: Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, Allergen Control, Import/Export, BI, Promotions, Trade and EDI.
Cincom Systems, Inc.
http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart confi gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell.
Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions off ers aff ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inven-tory to maximize profi ts.
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Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce • 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Component planning is time-phased to the fi nished goods requirements.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Media and Entertainment
United ERP, LLC http://www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt ap-provals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, fore-casting & business intelligence.
Non-Profit Organizations
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-Profi ts GL Distributions, Budgets, Audit Trails, Requisition & Expense.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Pharmaceuticals
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Solution for Pharmaceutical-AxoPHARM Computer System Validation (CSV), GxP, 21 CFR Part 11 Compliance. Manage compliance & validation along with your Dynamics implementation by utilizing our toolkits for FDA & Health Canada compliance. www.AxoPHARM.com
Professional Services
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.
Rentals
Open Door Technology http://www.opendoor.ca • 403-777-2410 Rental Management Instantly check rental equipment avail-ability, defi ne fl exible rental terms, rent or sell inventory/fi xed assets, access to real-time rental & billing information, fl ag returning assets for maintenance and much more.
Retail
Avalara, Inc.
http://www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certifi cate management, fi lling and remittance solution for Microsoft Dynamics.
kCentric Technologies Inc
http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.
Solver
http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eff ective promotions, purchase merchandise that matches customer regional buy-ing preferences, and improve staffi ng.
Software
Corporate Services
http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent fi nancial information to ac-curately run your business
Staffing/Recruiting
Nigel Frank International
http://candidate-search.nigelfrank.com/tpl212-731-8282
NEW: Microsoft Dynamics Candidate SearchBrowse through over 5,000 hand-picked and vetted Dynamics candidates at no cost or obligation. Get access to high quality candidates that are ready to be interviewed.
Warehouse Management
Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
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Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE Warehousing© New, low-cost, high function option, ACE One - Receiving, picking, printing, shipping, realtime inventory in NAV via handhelds. ACE Warehousing adds full pallet license plating and production output registration.
Sologlobe http://www.sologlobe.com 514-938-4562 ext. 206
NEW: Sologlobe Tier-1 Warehouse Management & Manufacturing Execution for complete inventory control and operational effi ciency. Our web based solution is scalable & highly fl exible with seamless integration using Web Services.
Wholesale Trade: Durable Goods
Cutwater http://www.cutwatersolutions.com 800-564-8806
NEW: (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and effi ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Flintfox International
Limited http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
kCentric Technologies Inc
http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 1800 companies live.
nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Wholesale Trade: Non-durable Goods
Cutwater http://www.cutwatersolutions.com 800-564-8806
NEW: (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and effi ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 1800 companies live.
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Analytics
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.
Budgeting
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.
Dynamic Budgets http://www.dynamicbudgets.com 720-515-1565 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. We’ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...
Solver
http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare provid-ers better manage their performance through user-friendly planning, bud-geting, reporting, dashboard and data warehouse tools running on a cost-effi cient Microsoft platform.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Solver
http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invalu-able tools.
Solver
http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eff ective promotions, purchase merchandise that matches customer regional buy-ing preferences, and improve staffi ng.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.
Business Intelligence
Accountable Software
http://www.accountable.com • 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.
Solver
http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare provid-ers better manage their performance through user-friendly planning, bud-geting, reporting, dashboard and data warehouse tools running on a cost-effi cient Microsoft platform.
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Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Solver
http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invalu-able tools.
Solver
http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eff ective promotions, purchase merchandise that matches customer regional buy-ing preferences, and improve staffi ng.
TARGIT
http://www.targit.com • 813-933-4600 TARGIT Decision Suite Make better decisions faster, improve operations, decrease costs and increase income- TARGIT’s BI software solution.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.
Business Process Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
mageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workfl ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a real-ity – without breaking your budget.
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Tribridge http://www.concertocloud.com • 877-977-8458
NEW: Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
Check Printing
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
Compliance
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certifi ed Auditors. Get the data your Auditors want - Fast!
Cost Accounting
Corporate Renaissance Group
http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fi xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.
Credit Card/Check Processing
Azox, Inc. http://www.azox.com • 734-928-6010 Credit Card Extension Secure, PCI validated ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.
Customer Relationship Management
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Tribridge http://www.concertocloud.com • 877-977-8458
NEW: Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
Data Integration
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems.
Jitterbit http://www.jitterbit.com • 877-852-3500
NEW: Jitterbit - Dynamics Integration Made Easy Increase the speed, agility, and reach of your Dynamics front and back offi ce through Jitterbit Integration solutions.
nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.
Scribe Software
http://www.scribesoft.com • 603-622-5109 Scribe Insight Data migration & data integration for MS Dynamics and legacy systems.
Distribution
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Beck Consulting http://bcpacknship.com/ 800-456-1970 ext. 110 bcPackNShip bcPacknShip is the easiest and most effi cient way to ship via UPS, FedEx and USPS. Packaging details are stored in NAV in a fully EDI compliant format; UCC labels can be designed and printed directly from NAV.
Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built specifi cally to make the EDI process in NAV easy to manage and cost effi cient to deploy.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 1800 companies live.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
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Sologlobe http://www.sologlobe.com 514-938-4562 ext. 206
NEW: Sologlobe Tier-1 Warehouse Management & Manufacturing Execution for complete inventory control and operational effi ciency. Our web based solution is scalable & highly fl exible with seamless integration using Web Services.
Document Management
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workfl ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a real-ity – without breaking your budget.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Drop Ship Management
nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship
programs. Free 30 day trial.
E-commerce
Avalara, Inc.
http://www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certifi cate management, fi lling and remittance solution for Microsoft Dynamics.
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI compliant cloud payment solution.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl. Amazon, Magento, BigCommerce, eBay+
kCentric Technologies Inc
http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.
EDI
Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built specifi cally to make the EDI process in NAV easy to manage and cost effi cient to deploy.
Business Systems Integrators
http://www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
DiCentral http://www.dicentral.com 281-480-1121 ext. 153 EDI Integration with Microsoft Dynamics DiCentral's DiIntegrator is an advanced, hosted solution, to instantly become EDI compliant with your trading partner community, and to seamlessly integrate data with Microsoft Dynamics GP, AX, NAV, and SL.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Web EDI solution eliminates transac-tion fees – over 1000 trading partners.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 dispa-rate ones. 92,000+ users worldwide. Unprecidented visibility.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Lanham can be your one EDI stop, but we won't lock you in. Full function. Fair Price.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost.
Electronic Document Delivery (Email)/Faxing
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
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Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Electronic Signatures
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Expense Solutions
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eff ectively integrate and streamline employee expense reimbursement with Dynamics.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace Expense Integrates web and mobile submission of expense reports, automatic routing, and electronic approvals of individual line-item expenses.
Field ServiceManagement
Open Door Technology
http://www.opendoor.ca • 403-777-2410 TaskMaster Mobility Solution Increase productivity and generate rapid ROI with workfl ow driven processes for any industry or fi eld application. Enable real-time information exchange with a mobile workforce and ERP system through mobile devices.
HR Management
Corporate Renaissance Group
http://www.crgroup.com • 613-232-4295 emPerform emPerform is an easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.
Inventory Management
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Cutwater http://www.cutwatersolutions.com 800-564-8806
NEW: (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and effi ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fi t forecasting & multi-site replen-ishment solution with DRP, collabora-tion, promotions, drill down visibility & multiple rollup views.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Component planning is time-phased to the fi nished goods requirements.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Invoicing Enhancement
Azox, Inc. http://www.azox.com • 734-928-6010 Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real time fund recognition.
Job Costing
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Manufacturing Enhancement
Cincom Systems, Inc
http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart confi gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell.
Horizons International
www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Marketing Automation
SalesFUSION, Inc. http://www.salesfusion.com • 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.
NAV and CRM Integration
Jitterbit http://www.jitterbit.com • 877-852-3500
NEW: Jitterbit - Dynamics Integration Made Easy Increase the speed, agility, and reach of your Dynamics front and back offi ce through Jitterbit Integration solutions.
SalesFUSION, Inc. http://www.salesfusion.com • 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.
Payables Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
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Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workfl ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a real-ity – without breaking your budget.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
ReQlogic http://www.reqlogic.com • 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solu-tions for eProcurement, requisitions, vendor invoices, expense reports and advanced workfl ow.
Payroll Enhancement
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Portals
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Procurement Management
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with in-tegrated Corporate & Personal Credit Cards, Cloud or On Premise.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to eff ectively integrate and streamline the procurement process with Dynamics GP and NAV.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fi t forecasting & multi-site replen-ishment solution with DRP, collabora-tion, promotions, drill down visibility & multiple rollup views.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
ReQlogic http://www.reqlogic.com • 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solu-tions for eProcurement, requisitions, vendor invoices, expense reports and advanced workfl ow.
Product Lifecycle Management
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Project Accounting
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.
Purchase Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with in-tegrated Corporate & Personal Credit Cards, Cloud or On Premise.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eff ectively integrate and streamline purchase requisition processing with Dynamics.
Paramount Technologies
http://www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
Quality Control
Horizons International
www.qualityessentialssuite.com 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Reconciliation
Adra Match http://www.adramatch.com • +44 207 868 5171
NEW: ACCOUNTS – Transaction Matching Software Accounts is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.
Adra Match http://www.adramatch.com • +44 207 868 5171
NEW: RECEIVABLES - Payment Matching Software Receivables handles complex incoming payment your ERP system can't match. By using three information sources, payment fi le, open invoices and the customer register, the system takes care of all incoming payments.
Adra Match http://www.adramatch.com • +44 207 868 5171
NEW: BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumber-some spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process.
Reporting
Accountable Software
http://www.accountable.com • 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.
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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, Aff ordable.
Solver
http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare provid-ers better manage their performance through user-friendly planning, bud-geting, reporting, dashboard and data warehouse tools running on a cost-effi cient Microsoft platform.
Solver
http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-confi gured Data Warehouse w/ direct integration to Microsoft Dynamics.
Solver
http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invalu-able tools.
Solver
http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eff ective promotions, purchase merchandise that matches customer regional buying preferences, and improve staffi ng.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capa-bilities for Microsoft Dynamics.
Royalty
United ERP, LLC http://www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt ap-provals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, fore-casting & business intelligence.
Sales Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Cincom Systems, Inc
http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart confi gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix Confi gurator for Microsoft Dynamics CRM & ERP Experlogix Confi gurators meets the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Liaison Software Corp
http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.
Security
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.
Shipping/Manifesting
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Shipping from sales order through manifest. Package carriers available.
Supply Chain Management
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions off ers aff ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inven-tory to maximize profi ts.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/Replenishment, WMS & EDI Compliance. More than 1800 companies live.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
System Enhancement
DynamicsDownloads
http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!
Tax
Avalara, Inc.
http://www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certifi cate management, fi lling and remittance solution for Microsoft Dynamics.
Time and Attendance
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
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Application Service Provider/Hosting
Myappsanywhere by NetStandard
http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage
in its privately-owned SSAE 16 Type 2
Rose Business Solutions, Inc
http://www.roseasp.com • 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great com-missions for the life of the contract. We guarantee 99.5% uptime.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.
Business Portal Development
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.
Data Resolution, LLC
http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.
GoIWx, Inc. http://www.goiwx.com • 952-258-6300 ext. 6321 Cloud Hosting Services for ERP and CRM GoIWx: Bringing Personal Commitment to the Cloud, One Business at a Time.
Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.
Tribridge http://www.concertocloud.com • 877-977-8458
NEW: Tribridge Concerto Cloud Services Concerto Cloud off ers Dynamics Solutions as a Service in a private cloud environ-ment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to fi t unique needs.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.
Cloud Computing
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts
etc with zero employee involvement.
Custom Development
Journyx http://www.journyx.com • 800-755-9878
NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.
Writing / Documentation Services
Trade Promotion Management
Flintfox International Limited
http://www.fl intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade manage-ment for Microsoft Dynamics.
Workflow / Notifications
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with in-tegrated Corporate & Personal Credit Cards, Cloud or On Premise.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workfl ow solution natively embed-ded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Workfl ow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workfl ows integrated with Dynamics GP, NAV and CRM.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
Integrity Data
http://www.u-linc.com • 217-732-3737 ext. 0203 U-LINC®, Powered By Integrity Data Workfl ow and notifi cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is fl exible and easy to use, improving organizational performance.
Metafi le Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Email Marketing
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 E-Mail Content and Services Get access 24x7 to an online library full of unique newsletter content or elect the full-service options to nurture your pipeline of leads.
Implementation & Consulting
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Implementation Services
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Managed Services
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost.
Marketing Planning & Services
Looking Glass Marketing
http://www.lookingglassmarketing.com 614-453-5927 Cost-eff ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fi ll your sales pipeline.
Member Organizations
Dynamic Communities
http://www.dynamiccommunities.com 877-324-8880 Microsoft Dynamics User Groups - AXUG, CRMUG, GPUG, NAVUG The User Groups are independent communities that empower Microsoft Dynamics users to connect, learn and share experiences to improve their use of and ROI on their solution. User & Partner memberships are available.
OnDemand Trials
Rose Business Solutions, Inc.
http://www.goERPcloud.com • 855-ERP-CLOUD
NEW: ERP Cloud TrialsTest drive preconfi gured Microsoft Dynamics AX, GP, NAV, and CRM demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.
Recruitment Services
Nigel Frank International
http://candidate-search.nigelfrank.com/tpl212-731-8282
NEW: Microsoft Dynamics Candidate SearchBrowse through over 5,000 hand-picked and vetted Dynamics candidates at no cost or obligation. Get access to high quality candidates that are ready to be interviewed.
Sales Tax Management Service
Avalara, Inc.
http://www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certifi cate management, fi lling and remittance solution for Microsoft Dynamics.
SharePoint Development
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.
Social Media
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 732-237-8795 Butterfl y Publisher Join Dynamics partners on Butterfl y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eff ective!
Software Development Consulting
United ERP, LLC http://www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt ap-provals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, fore-casting & business intelligence.
Services
All Abuzz, LLC http://www.allabuzz.net • 303-956-9677 All Abuzz Business Writing & Marketing Sales Literature, Web Content & Consulting. Bring in new business with powerful, eff ective, copy. Together, we'll make your words work!
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.
Training
Accolade Publications, Inc.
http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.
Writing/Documentation Services
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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