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MCA Connect, LLC

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Power Platform Summit Europe

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Summit North America

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Events

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Chapter News

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Meet Your Peers

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Find the Logo

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Webinar Speed Read

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What’s New on the AXUG Website?

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Word Find

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D365UG/AXUG Academy

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The AX List, from The Partner Channel

49

Activity or Operations User – That is the Question

14

Humans of AXUG Robin Finnell

19

Partner Showcase AXtension

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Finding the Business Benefit to Upgrading to Microsoft Dynamics 365 for Finance and Operations

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AXUG Mantra

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Tips & Tricks The Importance of the “What’s New and Changed” Document

35

Eliminating Technical Debt Before Upgrading

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contents

From the Program Director

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Tips & Tricks The Information LIfecyle Management Journey

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IoT Without Breaking the Bank

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FROM THE PROGRAM DIRECTOR JULIE DEUTZ

It’s All About Content

A

t D365UG/AXUG, our mantra has always been that content is king. We know Users come to the User Group to learn and to improve their skills using the ERP product that they’ve invested in—whether that’s Microsoft Dynamics AX 2009, Microsoft Dynamics AX 2012, or Microsoft Dynamics 365 Finance & Operations. We are committed to addressing the needs of all Members, regardless of experience, job role, or current version.

At Dynamic Communities, we are always creating and cultivating content with that in mind. There’s no better instructor

(virtual or onsite) than an actual Microsoft Dynamics AX or Dynamics 365 for Finance & Operations User. At our onsite events, we highlight Member showcases, where Users present on their industry solution, implementation, or migration.

Many folks have recently upgraded or implemented Microsoft Dynamics AX 2012 R3, and we are including presentations on the challenges and best practices for that version as well. This is what makes D365UG/AXUG unique: We look to the demographics of our User base, and we tailor our content (both onsite and virtual) to address your needs.

In addition, Microsoft strongly supports the User Group, providing virtual learning through webinars as well as in-person presentations and feedback sessions at onsite events. This is your opportunity to weigh in on plans for new functionality and the direction Microsoft is taking with our product through Microsoft Dynamics 365 for Finance & Operations. The User Group has always been a great vehicle for helping Microsoft understand both the functional and technical challenges Members face on a day-to-day basis. Today’s conversations with Microsoft engineers might become tomorrow’s product features!

Check out all the Microsoft Dynamics AX 2009 and Microsoft Dynamics AX 2012 opportunities on our virtual and conference calendars at www.axug.com. Each User is on a different path, and we will provide the training and education you need when, and until, the last Microsoft Dynamics AX 2009 and Microsoft Dynamics AX 2012 Users move.

I’d love to hear what educational topics and presentations you and your company would like to see, both virtually and at upcoming conferences. Feel free to reach out to me at any time at Julie.deutz@dynamiccommunities.com. I look forward to hearing from you.

Sincerely, Julie Deutz D365UG/AXUG Program Director

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events The weekly D365UG/AXUG Event

Webinars

Guide and www.axug.com are

MARCH 13 Partner Engagement MARCH 13 How to Find (and Keep!) the Right SEM Vendor MARCH 14 Making Tax Digital in the United Kingdom – VAT Declaration Submission Process in D365FO MARCH 14 Building XrmToolBox Tools MARCH 19 Upgrade Preparation Series II: D365FO Upgrade vs Re-implementation MARCH 19 Developing for Dynamics 365 – Extensions and Event Handlers MARCH 20 MRP Best Practices from the Field MARCH 20 What Now? Leading Change For Acceptance and Adoption MARCH 21 D365FO Monthly Update Cadence: Preparation and Implications MARCH 26 CRM Activity Management: From Vicious Cycle to Virtuous Process MARCH 27 2019 Technology Marketing Benchmarks & Trends Report APRIL 2 Life in the Fast Lane: Posted Project Transactions and Adjustments APRIL 2 Panel Discussions Series: Development - No Code Customization APRIL 10 Partner Engagement MAY 8 Partner Engagement JUNE 12 Partner Engagement JULY 10 Partner Engagement AUGUST 14 Partner Engagement SEPTEMBER 11 Partner Engagement

your best sources for the latest D365UG/AXUG event information as this list is subject to change.

Events are added weekly, so check back often and get registered for the next exciting D365UG/AXUG event.

“I want to thank you for a spectacular Dynamic Communities event experience! This was my first Summit, and I had the BEST

Chapter Meetings

experience with every facet of

MARCH 19 Sweden APRIL 18 Iselin, NJ APRIL 19 Columbus, OH APRIL 25 Rochester, NY MAY 15-16 Midwest Regional AXUG Meeting Fargo, ND MAY 15 Montreal, QC MAY 17 Columbus, OH MAY 21 Edmonton, AB JULY 19 Ohio AUGUST 15 Iselin, NJ AUGUST 16 Ohio AUGUST 20 Edmonton, AB SEPTEMBER 18 Montreal, QC SEPTEMBER 20 Ohio

it. The workgroups, event hall and professionalism of your team were stellar and second to none! I was overall wowed by the whole event and the networking opportunities not only with Users, but also with vendors. I will highly recommend this to all Microsoft Users.”

– Vice President, Visionet Systems, Inc.

Conferences MARCH 11-14 User Group Focus MARCH 25-27 eXtreme365 Europe MARCH 27-29 User Group Summit Europe AUGUST 21-23 User Group Summit Australia

Check out the event calendar on www.axug.com and click on “Learn & Engage.”

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news SAPPHIRE

RUBY

EMERALD

GRANITE

Congratulations to the 2018 D365UG/ AXUG Gemstone Award recipients: SAPPHIRE Alison Wright Allen Rupp Brent Hester Brian Millsap Christian Fordham Chuck Moore Helen Fay Jason Thorpe Jerry Kottelenberg Jody Cronk Joe Wiley Kaare Boraas Kevin Rettig RUBY Angel Lara Connie Thompson Corey Vantilborg David Coombs Jennifer Salinas Jessica Murphy Lenora Gusler Lori Holmes Martin Drude EMERALD Bobby Small Dawn Johnson GG Rowe, PMP Grant Wilson EMERALD Andrew Lencsak Don Riggs Ludwig Reinhard

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Mike Burt Neal Folgers Pat Ryan Pauletta Kluth Robin Finnell Sally Prinsen Sarah Farmer Sarah Patthoff Sven Haynes Tim Arthur TJ Dennis Tom Noorkah Michele Foster Paul Davis Pirmin Bercher Thomas Bonde Ejby Thomas Farmer Thomas Noonan Tom Dockstader Zvika Rimalt

Jimmy Stewart Kelly Kane Lindsay Garcia Paul Martin Rachel Profitt Shaun McMikle

D365UG/AXUG

Volunteer News Every year, thousands of conversations take place in the D365UG/AXUG online communities, at chapter meetings, in virtual programming, and at conferences and events. We are honored to recognize community leaders who go above and beyond to share their knowledge and experiences to serve their Microsoft Dynamics 365 for Finance & Operations and Dynamics AX peers.

GEMSTONE AWARDS Volunteers play a vital role in building a strong and valuable D365UG/AXUG community. At User Group Summit Phoenix, we were honored to recognize outstanding community Members for their contributions to the User Group through the Gemstone Awards.

D365UG/AXUG User Members are recognized at three award levels: Sapphire, Ruby, and Emerald; D365UG/AXUG Partner Members are recognized at one award level: Granite.

A sincere thank you to all D365UG/AXUG volunteer leaders who dedicate countless hours around the world to help drive a strong D365UG/AXUG community powered by Users, for Users. You are at the heart of what the User Group is all about, and you are greatly appreciated!

To get involved in the D365UG/AXUG community and learn more about the Gemstone Awards, visit www.AXUG.com/engage/volunteer.

ADVICE FROM ANDERS

“Engage Members as much as possible, during and in between meetings.”

CHAPTER NEWS

Northern California The Northern California chapter has been around for a long time but hit an inactive spell about a year ago. Anders Johansson recognized the need for a vibrant chapter in the area and stepped up to lead the group this past summer.

“Oracle is a big player here in San Francisco, but I believe in the way Microsoft is going about things. I believe in Microsoft Dynamics 365 for Finance & Operations and think people should know as much as possible about it. It’s exciting to be part of a smaller group, driving a vibrant chapter,” Anders shares.

Their first gathering took place at the Microsoft office in August of 2018 with about 25 Users in attendance. RSM McGladrey presented on Power BI and Dynamics 365 for Finance & Operations, showing how Users can drill down into a record within the collections and accounts receivable workspace.

“I love how they incorporated Power BI into helping speed up the collections process, making it clearer for Users,” Anders continues. “Yeah, we’re all Dynamics 365 for Finance & Operations and Dynamics AX Users, but what about the other tools that can help, like Power BI, PowerApps, and Microsoft Flow. I’m looking forward to switching it up and including those topics to solve problems for our Members.”

Anders plans to coordinate with the Power BI User Group chapter meetings in his area on different topics to help expand the scope of the learning his chapter Members receive.

The 2018 meetings were held at a site that wasn’t very easy for Members to get to. Traffic is a serious situation in San Francisco and can really deter Members from attending meetings. Anders asked around to find other locations so that the same Members don’t always struggle with attending.

“In Q2 and Q4, we’re slotted to meet at Member-site offices located in the North Bay of San Francisco and then the South Bay. We’ll be able to tour their businesses and make it easier for some Members to join us,” Anders explains.

The other two meetings are scheduled at the Microsoft Reactor site in downtown San Francisco, which is a cool development and presentation site for Members to experience.

“There are a lot of people in Northern California in need of this small-group support. I believe in the software and have fun working in it and look forward to sharing that excitement with chapter Members in 2019,” Anders concludes.

CHAPTER LEADER Anders Johansson, Microsoft Dynamics 365 Finance & Operations Solution Architect/Analyst at Musco Family Olive Company

CHAPTER HIGHLIGHTS » Meet four times a year for four hours. » Attendance averages about 25 Members (looking to grow in time). » Taking a cross-functional approach, won’t just be about ERP. » Looking to collaborate with Power BI User Group chapters in the future. » Planning to broadcast the chapter meetings so more Members can participate. » Anders created a resource corner within his chapter community online that includes a short list of resources, application tips and tricks, and more.

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meet your peers Meet the All Stars The highest award given in the community is the All Star Award, recognizing D365UG/AXUG Members who have a passion for Microsoft Dynamics 365 for Finance & Operations and Dynamics AX. These leaders have made significant contributions of their time and expertise to the D365UG/AXUG community. All Stars are nominated and voted on by the community and receive a lifetime All Star designation!

CONGRATULATIONS TO THE NEWEST D365UG/AXUG ALL STARS, ANNOUNCED AT USER GROUP SUMMIT PHOENIX:

SALLY PRINSEN Landscape Structures

THOMAS NOORKAH City of Columbus

JIMMY STEWART Shentel

Meet the Chapter of the Year The Chapter of the Year award recognizes a successful local D365UG/AXUG chapter and is based on the size of the chapter, meeting attendance, and the involvement of the chapter leaders to drive content, promotion, and engagement.

CONGRATULATIONS TO THE 2018 D365UG/AXUG CHAPTER OF THE YEAR: D365UG/AXUG KENTUCKY (LEXINGTON/ LOUISVILLE) Leaders: Kelly Kane, Connie Thompson, and Lenora Gusler

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storyy byy Gregor g Newland,, Ellipse p Solutions,, Partner Member

o, you and your company have made the decision to move to Microsoft Dynamics 365 for Finance & Operations, and you have been tasked to take the step of determining User licensing. Where do you begin? As it turns out, it’s not necessarily a complex task, but there are several variables one must consider to rationalize User counts.

This learning curve can be a bit different for Microsoft Dynamics AX 2009 Users and Microsoft Dynamics AX 2012 Users (more on that later), but the most important thing to understand is the basic schema and how your company can leverage it in the most cost-effective way. So, let’s begin this journey with a basic understanding of the Microsoft Dynamics 365 for Finance & Operations licensing concepts.

S

Microsoft Dynamics 365 for Finance & Operations Licensing Schema The basic licensing format is based on named Users (Microsoft Dynamics AX 2009 Users—this is a big change). In order to log into the system, each User must be separately licensed and have the proper access to do their jobs. Microsoft has established four basic User types that establish access and functionality for those Users and charges a monthly fee for access based on that User type.

First, let’s look at Microsoft’s official explanation of those User types from the licensing guide itself: Operations Users These are full access Users, and they are still bound by security roles, but they have potential access to the entire system, including PowerApps and authorship rights in Power BI as well as administrative rights, if such rights are granted.

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After working on many transitions and new implementations, it has been our experience that these Users represent 30 to 40 percent of User populations, based on the type of business you are in.

A company can derive significant savings from combining these licenses with Microsoft Dynamics 365 for Customer Engagement product line licenses; ask your Partner for more information.

Activity Users This is perhaps the most common User type and is priced at roughly half of the full Operations license.

The Microsoft Dynamics 365 Activity subscription is a named User subscription intended for Users who may be heavy Users of the application but do not require the use rights of a full User.

Microsoft Dynamics 365 Unified Operations - Activity use rights include the right to:

» Approve all Activity related transactions » Create or edit the items related to warehousing, receiving, shipping, orders, vendor maintenance, and all budgets

» Operate a point-of-sale (POS) device, store manager device, shop floor device, or warehouse device Team Members This is the named User license with the lowest access rights and is available at a fraction of the price of the licenses above. In old-fashioned terms, this is basically a “read-only” license with access to certain limited input rights. Its basic capabilities include: » Create, view, update, and delete contacts, activities, tasks, and notes access to contacts, activities, tasks, and notes » Record time and expense for Microsoft Dynamics 365 for Project Service Automation, and apply for projects » Update personal employee information » User reporting and dashboards » Participate as an end-consumer of Microsoft Dynamics 365 services such as responding to surveys Device Licenses This is the only license available that allows multiple Users to log in to a single license, but it is strictly controlled by the device it is attached to. Multiple Users can access the application through a shared device login. The use rights are equal to that of the Microsoft Dynamics 365 Operations User SL, except that access is limited to only the licensed device. When examining this license, consider things like: » Warehouse devices including scanning devices » Shipping and receiving stations » Point-of-sale devices It’s priced at roughly 30 percent of a full Operations license and can save a lot of money for those who have large warehouse, distribution, or retail user populations.

After considering all of this, there is a handy Licensing Guide available on CustomerSource and to the public as well. Just Bing it, and you’ll easily find it. At the end of the guide there is a table with many commonly used job titles and functional descriptions. This table identifies basic duties and the license type most commonly associated with those Users. It’s great as a starting point, but it is clearly only intended as a “guide”, not as a definitive table. In fact, one can see many common roles that are identified as both Operations and Activity licenses.

A quick rule of thumb that we apply when taking the first steps around this is to determine whether a User has the rights to approve and “post” transactions in the system. If they do, we preliminarily identify them as Operations Users. If they are simply involved in data entry, chances are you can get away with an Activity User license.

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Microsoft Dynamics AX 2012 Users If you are currently on Microsoft Dynamics AX 2012, this licensing schema will not be entirely foreign to you. The major difference is that the limitations inherent on licensing types are strictly enforced by the system. We use this chart to help us understand the transition:

Dynamics 365 Named Licensing Types Operations

Team Members

(~AX2012 Enterprise)

(~AX2012 Task)

Activity

Device

(~AX2012 Functional)

(Multiple Log-Ins)

You may have noticed that, in this chart, we used a ~ instead of an = sign. This is because Microsoft, in its infinite wisdom, slightly altered the User definition delineations. This chart represents a quick estimate, but be aware that there are not complete one-to-one relationships. Some of the old Enterprise licenses in Microsoft Dynamics AX 2012 have been “demoted” to Activity licenses in Microsoft Dynamics 365 for Finance & Operations. Conversely, some of the Functional Licenses for Microsoft Dynamics AX 2012 have been “promoted” to Operations licenses in Microsoft Dynamics 365 for Finance & Operations.

Microsoft giveth, Microsoft taketh away.

Microsoft Dynamics AX 2009 Users It’s likely that the most difficult adjustment that Microsoft Dynamics AX 2009 Users will face is the transition from concurrent User licensing to named User licensing. This web-based application sits on Azure servers that are managed by Microsoft. Each User login is monitored and controlled by its definition. There are no options for exceeding User counts (even slightly), and functionality is also strictly controlled so that a User cannot exceed their licensed permissions.

This requires a whole new level of functional definitions that Microsoft Dynamics AX 2009 Users are not accustomed to. Relax, it’s easier than it looks.

Conclusion If we could offer one piece of advice about this process, it would be: Relieve yourself of the responsibility of getting this 100 percent correct in your initial estimate.

Microsoft does not supply Partners or Customers with a comprehensive list of functionality or menus access by User type. They only supply general guidelines. If you have a User, or group of Users, that are difficult to define, you’re just going to have to test it. We always advise Customers to start by defining them as an Activity User, and then test all the functionality they need access to. You may be surprised to learn that a single “click” can make them a full Operations User. It’s up to you to then decide if that User really needs to make that click, or if they can live without it. This process is as much art as it is science. Work with your Partner, and good luck!

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member profile For more information regarding membership, please visit www.axug.com/join.

MEMBER Robin Finnell COMPANY Tillamook County Creamery JOB ROLE Continuous Improvement Coordinator MEMBER SINCE 2014

f o s n a m u H When you’re not at work, what are you doing?

Spending time with my family or running relay races such as Hood to Coast or The Wild Rogue Relay. These are approximately 200-mile races that raise funds for charities such as Providence Cancer Institute and Special Olympics.

Dog, cat, or neither person?

My family and I own a 20-acre farm. We have two dogs and a cat as well as horses, pigs, goats, chickens and, occasionally, some ducks.

What hobby would you get into if time and money weren’t an issue?

If time and money weren’t an issue, I would love to get involved with falconry and raptor rescue.

What version of Microsoft Dynamics 365 for Finance & Operations are you on, and what is your favorite part about it?

We are currently in the middle of an implementation of Microsoft Dynamics 365 for Finance & Operations version 8. Our planned go-live date is September 1, 2019. Right now, I’m really loving task recordings.

What do you appreciate most about the D365UG/AXUG community?

I like that it was built by Users, for Users, and that we stay true to that. I like that the community Members are there for each other. If you ever have a question that you can’t find an answer to, there is sure to be someone out there who has faced the same question and is happy to help you address the problem.

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partner showcase

Xtension®, a Microsoft Dynamics ISV located in the Netherlands and the U.S., was founded in 2007.

AXtension business solutions, standalone or in any combination, make Users more effective. With more than 380 Customers, 800 global implementations, and 100,000 Users, companies worldwide have successfully enhanced their Microsoft Dynamics AX, Microsoft Dynamics 365 for Finance & Operations, and Microsoft Dynamics 365 for Customer Engagement platforms. AXtension provides solutions for accounts payable, invoice processing, document management, project and production planning, project cost control, shipment integration, and privacy protection. AXtension solutions are easy to implement, simple to use, and 100 percent extensible.

A

D365UG/AXUG: What was the principal idea to start AXtension when it was founded in 2007?

Koen Cuypers (KC): AXtension began from the idea of leveraging customizations on the Microsoft Dynamics AX platform to help organizations all around the globe. After more than 800 implementations, these solutions have matured over time to become full, standardized products that fully embed into Microsoft Dynamics AX, these days called Microsoft Dynamics 365 for Finance & Operations.

INTERVIEWEE

Koen Cuypers

WEBSITE

www.axtension.com

EMAIL

Info@axtension.com

D365UG/AXUG: That’s excellent. How extensive is your Partner network?

KC: About 90 percent of our sales go through the Partner channel, and we work with upward of 50 different Partners mainly located in North America, Europe, and Australia.

D365UG/AXUG: What sort of pains do your solutions solve for Microsoft Dynamics AX and Microsoft Dynamics 365 for Finance & Operations Users?

KC: With up to seven solutions, we solve different kinds of pains.

Our solutions help Users be more effective. Besides saving time and money, Users will experience an intuitive solution, making their work more enjoyable.

A good example of this is our popular AXtension® Invoice Processing solution for accounts payable. The time Users need to take to validate invoices received costs a lot of, well, time. They have to make sure it’s in line what they ordered and that the invoices get approved by the correct person in the organization. We have six more products. These are for optimizing project and production planning and costs, managing documents related to the system of record, integrating to carriers, extending the supply chain, including delivery to customer and one for customer data anonymization.

D365UG/AXUG: Is AXtension very industry-specific in terms of what your solutions can do for Users?

KC: We have a horizontal approach. With about 400 Customers, we have shown that many companies can benefit from these solutions. Although we have a horizontal approach, we do bring a certain industry expertise that is very strong in AEC, manufacturing, retail, and consumer packaged goods.

D365UG/AXUG: What do you plan to focus on in 2019 that Users should know?

KC: This past year, we focused heavily on all developments with Microsoft Dynamics 365 for Finance & Operations. Moving forward, we plan to create even more synergy within the entire

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AXtension product portfolio and get to the next level of helping our Customers.

Our primary focus is always to make sure Customers are happy and in a good place with regular updates. We do at least two major releases per year as well as keeping up with Microsoft’s update cadence.

D365UG/AXUG: When you say the entire product portfolio, does that include Microsoft Dynamics 365 for Customer Engagement and the Microsoft Power Platform?

KC: Yes, exactly! For example, we have created a content gate so Users can manage all documents across business applications in the Microsoft suite, including Microsoft Dynamics 365 for Customer Engagement and Microsoft Dynamics 365 for Finance & Operations. In one place, Users can see the same content and be on the same page.

We also brought Power BI integration into workspaces and have so many Customers interested in that area of improving their business intelligence (BI). The Power Platform can enable Users to go the extra mile without customizations, giving them a huge competitive advantage. As an ISV, our aim has always been to avoid customizations, and with these tools, our Customers can go that extra mile.

D365UG/AXUG: This issue is tackling the age-old question about upgrading. Do you have any advice for Users evaluating an upgrade from Microsoft Dynamics AX to Microsoft Dynamics 365 for Finance & Operations?

KC: Too many customizations can make an upgrade very

difficult. If you can work to get customizations out of your current environment by standardizing and streamlining processes, you’ll be ahead of the game when crunch time comes. Doing this can make your upgrade as effective as possible and is simply a best practice all around.

We have a lot of Customers on Microsoft Dynamics AX 2012 who are considering upgrades, and we’ve suggested they ease their upgrade project more by optimizing the core solution.

By doing so, they can make it into smaller, more manageable upgrade projects.

D365UG/AXUG: What is your favorite part about the D365UG/ AXUG community?

KC: I really enjoy connecting with others on the Discussion Forum, and all the community events are great. The chapter meetings as well as the User Group Summit event, both in the U.S. and Europe, are exciting places to see people sharing what they know and overcoming challenges.

A community like this shows strength to Microsoft so that if Users need or want a certain feature or more support, they have the means to get attention and make a difference. It’s pretty amazing!

D365UG/AXUG: Is there anything else you would like the D365UG/AXUG community to know about AXtension?

KC: We are really a people organization. We’re not focusing on the numbers; we’re focusing on getting happy Customers. We participate heavily in the community because we enjoy helping others and giving back as well as educating our resources to provide more value.

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The Data Quality Company

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storyy byy Connie Thompson, p , Alltech Inc.,, User Member

hinking about upgrading our existing Microsoft Dynamics AX 2012 environment to Microsoft Dynamics 365 for Finance & Operations causes my blood pressure to rise, my stomach to sour, and my head to hurt. We have invested significantly in our current environment which includes: » Nine instances of Microsoft Dynamics AX 2012 R3 » Four codebases (two with minimal modifications, two moderately customized) » Private cloud infrastructure » Several ISV and third-party solutions » Several integrations to external systems We also have a considerable collection of technical and functional knowledge owned by our development team, support team, and end Users. Shoot, we haven’t fully utilized the existing functionality in R3!

The effort feels monumental. So why consider putting myself and my company through this pain?

As with all large projects, you must begin by considering the business value of the investment. What return on investment will be realized with a move to Microsoft Dynamics 365 for Finance & Operations? A few items stand out to me: » The promise of the Common Data Service (CDS) is compelling. Microsoft Dynamics CRM is in our portfolio of applications and implemented for several legal entities. We are exploring how Talent may fit for us. Both applications share the Common Data Service. The Data Integrator’s ability to allow data to flow from prospect to quote to sales order to invoice and back supports our business’s need for speed. Speed and agility are highly valued by our business leadership for providing a competitive advantage.

T

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» The analytical insights available from data across these applications would provide significant value which is not available today. The ability to use artificial intelligence (AI) and predictive analytics with this cross-application data promises a way to see new opportunities or ensure existing opportunities are not overlooked. The addition of an enterprise data platform to aggregate this and other information at a multi-instance level puts the finishing touch on a potential gold mine of actionable information which our business is pleading for today. » The idea of an “evergreen” ERP, never having to upgrade again, makes me smile. Our company moved from Microsoft Dynamics AX 4 to AX 2009 to AX 2012 RTM to AX 2012 R2 to AX 2012 R3, so we thoroughly understand the effort and investment required to make these moves. Allowing Microsoft to own the responsibility for keeping the system and the platform current is very enticing. The fact that you can opt-in for any new functionality (it is turned off by default) also provides comfort. » On the other hand, we have many questions and concerns about losing control over the cadence and impact of these changes. Will we be required to invest in a dedicated testing team or an automated testing solution? The answer seems to be yes even while Microsoft is providing the Regression Suite Automation Tool, based on Task Recorder, to automate regression testing. What happens if a bug impacts our ability to perform mission critical functions? How quickly will bugs be resolved when they occur? Will Microsoft feel the same urgency to fix the problem that we do? How do we manage the inclusion of company required enhancements with the monthly release cadence from Microsoft? On the positive side, Microsoft allows you to choose the schedule for receiving the updates (the second week of the month, for example). » One area of Microsoft Dynamics 365 for Finance & Operations functionality that really has our interest is the Regulatory Configuration Service for Tax, e-invoice, payments, and regulatory reporting. As we do business in more than 100 countries, keeping our systems current with the latest regulatory requirements is a significant challenge. RCS’s configuration interface is a welcome respite from relying on Microsoft updates, in-country partners, or developing the code in-house. Using configuration will greatly reduce the time required and complexity to implement and test changes to requirements. Further, moving the ownership of these changes from our development team to the hands of in-country or in-region power Users, who better understand the regulatory environment, should make the process much more efficient. » Finally, the ability to leverage the entire Microsoft ecosystem is very attractive. The interoperability of Microsoft Flow, Power BI, and PowerApps with Microsoft Dynamics 365 for Finance & Operations is a game changer. The ability to leverage the power of Azure and Office 365 alongside Microsoft Dynamics 365 for Finance & Operations and Talent provides a persuasive value proposition.

Now that we’re revved up about the possibilities, let’s explore some of the effort to get there.

For those of us on the latest Cumulative Update for R2 and R3, we can upgrade code and data in place one instance at a time. Your existing customizations must be recreated as extensions.

ISV solutions and third-party code are not upgraded. You must install their solution available for Microsoft Dynamics 365 for Finance & Operations. Check out appsource.microsoft.com for currently available solutions.

Recreating the existing customizations gives you a natural place to pause and consider alternative solutions. Can our business process requirements be addressed with existing functionality? Perhaps we consider changing our business processes? Writing the extensions to replace the custom code provides an opportunity to “get right” some of the existing customizations that we’ve been living with for years.

Alternately, you can migrate master data only, one legal entity at a time. This may be beneficial if you desire to reduce the number of instances or rearrange which companies live in which instance. You would need to keep your existing systems in place for historical reporting.

To get started, Microsoft provides a project template in Lifecycle Services (LCS) which uses output from the upgrade analysis to estimate the Microsoft Dynamics AX 2012 prep effort and

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the code upgrade analysis to estimate the development effort. It also provides a sandbox demo environment where you can perform your first fit/gap analysis. More detailed info can be found here: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migrationupgrade/upgrade-overview-2012 Microsoft offers their FastTrack service which provides guidance about implementation best practices. FastTrack’s goal is to reduce time to go live, drive User adoption, and increase customer satisfaction. With the purchase of 150 or more Microsoft Dynamics 365 for Finance & Operations licenses, you receive access to TechTalks, workshops, assessments, a dedicated FastTrack solution architect, and the online Community Forum. For more details about FastTrack, review the information in the links below: » https://community.dynamics.com/365/customerservice/b/howtovideos/archive/2018/05/02/ microsoft-fasttrack-for-dynamics-365-overview » https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/ fasttrack-dynamics-365-overview There are many other aspects to consider which I haven’t discussed here like licensing costs, User adoption efforts, technical training for the IT team, rewriting interfaces to external systems, etc. Each company considering this upgrade journey should thoroughly and carefully explore all their options with their Microsoft Dynamics AX business Partner.

Perhaps with enough meditation, Advil, and Zantac, the headaches, stomachaches, and tension won’t be too intense!

You can’t deliver at less than 100% so we don’t IMPLEMENT and SUPPORT at less than 100% Achieve 100% success rate on Dynamics 365 implementation and support services.

Save up to 70% through our global delivery model when you partner with Synoptek, a Microsoft Gold ERP and Cloud CRM partner.

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Talk to our knowledgeable D365 team today:

+1 630.424.1800

www.indusa.com H1 2019

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MANTRA

t D365UG/AXUG, our mantra has always been that content is king. We know Users come to the User Group to learn and improve their skills using the ERP product that they’ve invested in—whether that’s Microsoft Dynamics AX 2009, AX 2012, or Dynamics 365 for Finance & Operations. We are committed to addressing the needs of all Members, regardless of experience, job role, or current version.

At Dynamic Communities, we are always creating and cultivating content with that in mind. There’s no better instructor (virtual or onsite) than an actual Microsoft Dynamics User. At our onsite events, we highlight Member showcases, where Users present on their industry solution, implementation, or migration. Many folks have recently upgraded or implemented Microsoft Dynamics AX 2012 R3, and we are including presentations on the challenges and best practices for that version as well. This is what makes D365UG/AXUG unique: We look to the demographics of our User base and tailor our content (both onsite and virtual) to address your needs.

In addition, Microsoft strongly supports the User Group, providing virtual learning through webinars as well as in-person presentations and feedback sessions at onsite events. This is your opportunity to weigh in on plans for new functionality and the direction Microsoft is taking with the product through Dynamics 365 for Finance & Operations. The User Group has always been a great vehicle for helping Microsoft understand both functional and technical challenges Members face on a day-to-day basis. Today’s conversations with Microsoft engineers might become tomorrow’s product features!

Check out all the Microsoft Dynamics AX 2009 and AX 2012 opportunities on our virtual and conference calendars at axug.com. Each User user is on a different path, and we will provide the training and education you need when, and until, the last Microsoft Dynamics AX 2009 and AX 2012 Users move.

As always, I’d love to hear what educational topics and presentations you and your company would like to see, both virtually and at our upcoming conferences. Feel free to reach out to me at any time: Julie.deutz@dynamiccommunities.com. I look forward to hearing from you.

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TOPICS

TRENDING

Bulk Trade Agreement Journals

The D365UG/AXUG Open Forum is a place where connections are

Visit www.axug.com/trend1 to view the full thread and read all comments.

made and questions are answered.

With more than 22,000 discussion posts, the D365UG/AXUG online community allows fellow Users to

Creating Expense Reports in Currency That is Different Than the Legal Entity

share best practices, tips and tricks, and general knowledge with their peers.

Highlighted here are two popular discussion posts from the Open Forum. Check them out and then take some time to share your thoughts, answer a question, and/ or create your own post.

It’s easy to post a question or a response. Simply visit www.axug.com, log in, and click on Resources > Discussion Forums.

Visit www.axug.com/trend2 to view the full thread and read all comments.

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o o Lg FIND THE

G U 6 6 G 5U 365 /AX /A G D G 5U D G U U X 3 D 5U 365 /AX G/A G D UG 65U 365 G U U X 3 D G 65 /AX G/A G D UG 65U 365 /AX U U X 3 D G U AX G/A G D UG 65U 365 /AX G/A U XU 36 D G UG U /A G D G 5U 365 /AX /A G D XU 36 D G UG U XU 3 / G D G D 5UG 65U AXU /AX D G 3 3 G G 65U 365 /AX /A G D UG 65U D G U U X 3 D 5U 365 /AX G/A G D UG 65U 365 G U U X 3 D G 65 /AX G/A G D UG 65U 365 /AX U U X 3 D G U AX G/A G D UG 65U 365 /A G/A U XU 36 D3 G UG XU /A G D G 5U 65 /AX /A G D XU 36 D G UG U X 3 / G U D G D 5U 65U AX /AX D G

CONTEST

feature

Congratulations to

KEITH SMYER from TAMPA ARMATURE WORKS, INC. for finding the logo on page 22 of the H2 2018 issue of D365UG/AXUG Magazine.

Let’s play again! Hidden somewhere between the covers of this magazine is our D365UG/ AXUG 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 Logocontest@axug.com 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.

22 | D365UG/AXUG Magazine

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WHAT’S NEW ON THE D365UG/AXUG

New Discussion Forum Features: Reply Email Notifications, Inline Replies, Save Posts as Drafts ecently, we announced three new community features on the User Group website, all designed to enhance your Discussion Forum experience: reply email notifications, inline replies, and save posts as drafts.

R

New Reply Email Notifications Participants will now receive a real-time email notification when there is a new reply on a discussion thread that you started or when there is a new post to which you’ve replied.

You will see a star icon next to the title of the post that will be automatically filled in when you create or participate in a discussion. When the star is filled in, that means you will receive email notifications.

Interested in getting a notification on a thread that you didn’t create nor have a reason to reply yet? Simply click on the star icon to “favorite” that thread to get real-time post updates on that discussion, and you can deselect it to stop getting notifications on new posts on that thread.

Not interested in getting ANY real-time notifications when a post is updated? Simply go to your profile page and navigate to My Settings > Email Preferences and toggle “Participation Emails” to NO.

Inline Replies To make it easier for Users to reply to threads online, you now can make a reply within the discussion thread page to allow you to reference all the replies made when creating your post. This new default is a quick reply option with streamlined formatting options; however, you can click on the “Reply with Advanced Editor” link if you want to use more formatting options (add an image, etc.) in your post.

You will still be able to use the ”Reply to Discussion” option to reply to discussion posts online, which has all the usual reply formatting features. This will take you to the standard reply to discussion page with all the formatting options that you are used to having on our forums.

You can now press “Save as Draft” if you need more time to finish before you post your new thread or reply to the community. When you save a post as a draft, you will see a notification confirmation on the discussion page of where to find your draft.

In addition, when you start typing a new thread or reply, your post will

now be auto-saved at a frequent interval so you can continue your post in case of the occasional computer or internet issues.

To find your drafts so you can continue your post, go to your Profile page and click on My Contributions > List of Contributions. There is a filter that will allow you to sort by your draft posts. Simply click on the option to continue your post, or click delete to remove it.

Save Posts as Drafts Ever found yourself writing a post and got pulled away?

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We hope you enjoy these new features!

WEBINAR

SPEED READ DATA ENTITIES IN EXCEL AND POWER BI story by Shaun McMikle, RSM US LLP, Partner Member

n these three webinars for D365UG/AXUG, we covered the process of accessing and consuming User data and then sharing the information in both Microsoft Excel and Power BI. As Users of Microsoft Dynamics 365 for Finance & Operations, Enterprise Edition and Microsoft Dynamics AX 2012, our goal is to design reports that are useful, accessible, easily edited, and understandable. One of the most powerful ways to extract data is to use the OData connector. Using real-time data entities allows data scientists, CFOs, and other consumers of the report to access key fields from tables in the ERP system. From this data, finished reports for decision making can be quickly created.

Companies first need to understand their data and how they want to consume it before they hire a Power BI expert. The current marketing trend advocates that consumers jump straight to Power BI for fantastic visuals and interactive reports. There is nothing wrong with that approach; however, most of my clients gain greater understanding when first provided with consumable spreadsheets and base data reports. This allows them to try the key assumptions that built the report format before it is translated into pie charts, bubble scattergrams, and heat maps. With this method, no programming is needed, and anyone can access with the appropriate security.

In this webinar series, participants learned the process of accessing the OData connector for Microsoft Dynamics 365 for Finance & Operations and Dynamics AX 2012 in Excel and in Power BI. For our examples, we accessed the Sales Order Headers, Sales Order Lines, Items, and Customer entities, yet it could easily be Sales Invoices, Purchase Orders, or even Service Orders.

In the Excel session, we used the query editor to both manipulate and limit the data returned. Once we have the data we need, we created a data mart to create relationship. The tables are then ready to consume with Pivot Tables and other traditional Excel models that many companies have from their legacy systems.

For the Power BI sessions, we ran through the same type of process of query editor, table relationship, and finally the modeling with basic reports.

Our last session covered the ability to publish the reports for others to consume. (This does require a Power BI Pro license which can be free for the first 90 days).

To access the webinars, titled Using AX and/or D365FO Data Entities, visit www.axug.com/participate/ recordings.

I

Shaun can be reached at Shaun.mcmikle@rsmus or @DaxShaun on Twitter for occasional musings about Microsoft Dynamics 365 for Finance & Operations and Dynamics AX and Power BI. H1 2019

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&

tips tricks The Importance of

by Paul Martin, Elite Comfort Solutions, User Member

the “What’s New and Changed” Document

here are several things that everyone worries about when it comes to an upgrade: Do I need to migrate my data? What do I need to do for equipment or for migration to the cloud? What training do I need to provide in preparation? While these are very valid questions, I find that oftentimes a big one is missed: What new functionality was added and what was deprecated in the new version, and what does that do to any customizations I have?

With each new release and with Lifecycle Services, a “What’s New and Changed” document is always provided (see sidebar for links). For any upgrade plans, it should be a first step to get this document and thoroughly go through it. For example, between Microsoft Dynamics AX 2012 and Microsoft Dynamics 365 for Finance & Operations, the interfaces to UPS and FedEx are no longer part of the base product.

If you need that functionality, you must bring in or create some integration to the MICROSOFT DYNAMICS 365 FINANCE AND OPERATIONS carrier. In the document it https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-changed showed this as a deprecated function. Now if you make the MICROSOFT DYNAMICS 365 BUSINESS CENTRAL transition and do not read the https://docs.microsoft.com/en-us/dynamics365/business-central/product-news “What’s New and Changed” MICROSOFT DYNAMICS 365 FOR RETAIL document, you would have https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/get-started/whats-new missed it until you were deep MICROSOFT DYNAMICS 365 FOR TALENT into testing your upgrade. https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/whats-new That is a less-than-desirable position to be in as it may MICROSOFT DYNAMICS D365 FOR CUSTOMER ENGAGEMENT cause delays, and we all https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/new-in-version-9 know delays cost money.

One other area that is important to look at is your customizations. If they are based on functionality that has been deprecated, you might have to do some rework. If you are moving to the latest version of Dynamics 365 for Finance & Operations and Dynamics AX, the old way of overlays is no longer going to be supported; it all must be extensions going forward. This is a big change and means that if your customization is still needed, it must be rewritten.

Finally, you want to look at the new version and your customizations not only to prevent them from breaking, but also to see if new functionality has been added that could replace your customization. If your customization is not broken in the release but new functionality has been added that could replace your customization, you should consider removing your customization. Chances are very good that the functionality that was added will likely perform better than your customization. As a side note to this, you may gain additional functionality that you never thought of by replacing.

The main point to this article is to remind everyone that the “What’s New and Changed” document is a critical one to read before you think of doing an upgrade and a must-read if you are starting an upgrade.

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story by Corey Vantilborg, Tigercat, User Member

W

hen I first brought up the idea of upgrading to Microsoft Dynamics 365 for Finance & Operations to our CFO, her response was a quick, “absolutely not.” It was a reasonable response: We have been implementing Microsoft Dynamics AX 2012 R2 for the last few years and are just now getting to something resembling stability and normalcy. The thought of another big change is not very appealing. However, like most choices, there are subtleties and grey areas that may not be immediately obvious. Stagnating and hoping that a better solution will appear in the future is not a very good plan. We end up in limbo; we know that we will need to upgrade eventually, but implementing another large change so soon is just not practical. The path forward for us is to prepare for an upgrade we know is coming even if we do not know when.

To do that, an understanding of how a Microsoft Dynamics AX 2012 to a Microsoft Dynamics 365 for Finance & Operations upgrade looks is important. For us, it comes down to three major areas where there is technical debt that needs to be cleared to prepare for an eventual upgrade. Our pre-planning focuses on three main areas, each of which has specific tasks that we can complete long before the upgrade. »» Code Upgrade Review and Prep: The less code we need to upgrade, the simpler the update will be to execute. »» Data Clean-up: Reducing the size of our OLTP database will reduce the effort to upgrade and reduce the running costs of a hosted Microsoft Dynamics 365 for Finance & Operations. »» Licensing: Carefully controlling and documenting licensing will reduce the eventual costs of Microsoft Dynamics 365 for Finance & Operations.

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Code Upgrade Review and Prep If you are like us, then you probably have a fair amount of custom code written for Microsoft Dynamics AX. The code was most likely written over a long period of time and against possibly outdated gaps and processes. Many of our modifications to Microsoft Dynamics AX were based on a fit/gap analysis done many years ago before we as a company had a good handle on the solution. Due to the changes in how modifications need to be done in Microsoft Dynamics 365 for Finance & Operations, upgrading code will require a significant refactoring effort.

Being forced to refactor custom code may seem like a negative, but it is not. It is an excellent opportunity to clear some technical debt. The simple question, “Do I need this?”, is the core of this step for us. Answering that question, though, is more complicated. To do so, you need a native instance of Microsoft Dynamics 365 for Finance & Operations to test new functionality. In our case, we haven’t looked at truly native Microsoft Dynamics AX functionality in more than six years, and we see this as a chance to re-evaluate native Microsoft Dynamics 365 for Finance & Operations. We also learned during our initial implementation that demo data is not very useful for analyzing our processes; we need our data. As a result, we don’t just need a native instance of Microsoft Dynamics 365 for Finance & Operations, we need a native instance of it with our data in it. Getting to this end, however, requires several steps first. The process we are using is to: »» Create a new development environment which is an exact copy of our production environment. »» Uninstall CUS and USR layer models from this environment to achieve a native Microsoft Dynamics AX 2012 environment. »» Deploy a single box developer Microsoft Dynamics 365 for Finance & Operations environment. »» Perform the required code upgrades in the Microsoft Dynamics 365 for Finance & Operations environment, which will be minimal due to step 2. »» Perform the data upgrade in the Microsoft Dynamics 365 for Finance & Operations environment. »» Start new gap analysis based on native Microsoft Dynamics 365 for Finance & Operations code.

There is a developer-related topic which is not covered here: designing modifications to Microsoft Dynamics AX 2012 to be easily refactored for Microsoft Dynamics 365 for Finance & Operations.

See www.axug.com for a variety of sessions on this topic.

Data Clean-up We have been live since December 2014. During this time, we have done minimal data cleanup. Once again, our upgrade pre-planning provides an excellent opportunity to complete some data clean-up. There are several routes to take on this. Out-of-the-box Microsoft Dynamics AX includes some data clean-up batch jobs which could be used. After careful analysis, we determined that most of these out-of-the-box classes did not meet our requirements. The most common reason was the native clean-up jobs are too aggressive and remove too much data. Also, they did not target the largest tables. The other Microsoft option is the Intelligent Data Management Framework (IDMF). The tool (available via LCS) is a full development data management suite that cannot only clean-up data, but also aggregate and archive it as well.

However, after looking into this tool, we decided it was too complicated to implement for a short-term solution. Instead, we are developing a custom batch class that will be able to delete records from any table to reduce its size. This requires careful analysis of each table, looking for impacts of removing records from that table. See www.axug.com for the code we used to do this.

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Licensing It is easy to overlook licensing when planning for the rest of your Microsoft Dynamics 365 for Finance & Operations upgrade. Controlling your licensing will have a direct impact on the operational cost of Microsoft Dynamics 365 for Finance & Operations. In Microsoft Dynamics AX 2012, there are four levels of licensing; in Microsoft Dynamics 365 for Finance & Operations there are three levels of licensing. However, the top three levels are roughly analogous. If you haven’t done so before, I recommend taking a read-through of the Microsoft Dynamics 365 for Finance & Operations Licensing Guide as it does have some new considerations versus Microsoft Dynamics AX 2012.

Our major pre-planning effort is to develop custom Security Roles which target the requirements of various positions at our company. License level in Microsoft Dynamics AX and Microsoft Dynamics 365 for Finance & Operations is determined by menu item access. The assumption we are making is that those levels and menus are roughly equal in Microsoft Dynamics AX 2012 and Microsoft Dynamics 365 for Finance & Operations. Looking through the licensing guides, this appears correct. We make extensive use of the Security Development Tool, which can be downloaded from LCS. Once installed, the tool is useful for many security tasks.

»» Select Security Role »» Select “Load additional metadata” button »» Filter out no access items, and sort by Effective User license type

This process will allow you to see what menu items are driving your licensing requirements. Note that the highest license level in a role determines the license type needed.

Final Thoughts Looking ahead to an inevitable upgrade is daunting. Planning far ahead for that upgrade will ease the upgrade process and is a productive task. The tasks above not only prepare us for an upgrade, but they also clear technical debt from our current environment. While each company must make its own decision about when and if to upgrade, everyone benefits from planning for the future. Moving forward all decisions regarding our current environment will be undertaken with an eye toward how they impact our ability to upgrade.

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tips tricks The Information

by Scott Morley, OneNeck® IT Solutions, a TDS® Company, Partner Member

Lifecycle Management Journey

D

ata. Arguably the most valuable commodity of any organization today.

No small wonder then that companies and employees tend to hoard it.

Not so long ago this was a major issue as IT departments struggled to keep up with the ever-increasing demand for storage. An entire IT practice started up around the notion of keeping data on the right tier of storage to optimize price versus performance. This is called data management, and generally moves data around based on last access date.

This article is not about data management.

Where data management generally fails is in categorizing data. Like most company assets, different types of data have different values. To differentiate, we look at the information that is contained in the data, and so the practice of applying value to data is often referred to as information lifecycle management (ILM). Sometimes it will be called data governance or simply information management.

In recent years compliance requirements have brought ILM to the forefront of IT departments’ concerns, more around securing sensitive data. Many companies decided to treat all data equally and ensure it is all secure. Not a bad practice, though these companies are missing out on the perfect opportunity to start an ILM journey.

And ILM is a journey. Every company’s data is in a constant state of evolution, and ILM should not only be involved, but it also should help guide the change. In the case of security, protection generally adds cost. Does spending additional money to secure the non-sensitive data—which is generally the majority—really add value or just overhead?

Maybe a little more relevant to the Microsoft Dynamics 365 for Finance & Operations and Microsoft Dynamics AX world, preparing for an upgrade—though not in the middle of one—is another great time to start ILM as there will already be focus on the data.

On a side note, there is a good reason why Microsoft does not recommend, and their tool does not support, upgrading all data when moving from Microsoft Dynamics AX 2009 to Microsoft Dynamics 365 for Finance & Operations. The schema change is so drastic that the level of effort in simply mapping the data is prohibitive, especially when the volume of customizations implemented in the customer base is considered.

The value of data diminishes drastically when a significant effort is required to make it available or maintain it. A data warehouse tool will often already have connectors to ingest the data natively and may even provide self-service reporting, increasing the ease with which the data can be consumed.

Back to the topic at hand. Anyone who has worked in IT intrinsically knows that the only thing worse than no data is the wrong data. Ever show up for a party on the wrong day?

Information that cannot be trusted has no value. So why keep it? The hoarder mentality tells us that we keep things because they may someday be useful. I guarantee, that list of people who bought typewriters 20 years ago will never have value again. On the flip side, a list of people who bought cars five years ago may have value, unless you sell hats.

These examples bring out two characteristics of information that can be used to start classifying data: criticality and lifetime. Data that is outdated only serves to bloat databases, resulting in performance issues and the need to sift through “noise”. In the same vein, data that is not directly related to your business may have diminished value.

This is not to say that all non-critical data should be deleted. That would lead to scenarios where there is no data, which is still a very bad place to be. Ever find an invitation to a party in the stack of mail, two days late?

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New compliance requirements, while very compelling events, are not the only times ILM becomes important. System upgrades, integrations, and migrations are all affected by the volume and quality of data. What is the value of spending an extra five hours on a weekend migrating data that will never be looked at? It would be much more productive to move that data to archive media or a data warehouse. That way the data is still available, say in case typewriters suddenly come back into fashion, without impacting the reliability and performance of more relevant data.

So where to start? To start, IT should not be making the decision on what data is important to the business. Though IT will likely be involved in the ILM process, they are not the driving force. The start, then, is identifying what data belongs to what business owner. Don’t do this at the field or table level; that will be too timeconsuming and may scare off the business owner. Start at the entity level. Who owns customers? Warranty information?

The knee-jerk reaction may be to keep it all. While there may be valid reasons for this, there also needs to be justification.

Buy-in at an executive level may be needed if this is a company wide initiative.

Next, the decision about what attributes will be applied to the data to help with the process must be done. Some possibilities are: criticality, lifetime, sensitivity, legality, and compliance. If GL transactions need to be available to auditors for seven years, don’t waste any time arguing if, just decide where and move on. Legal has a special place in any ILM plan, even if not considered as an attribute of the data.

Issues like e-discovery may bring their own requirements, for either retention or deletion, that are not directly related to the business value of the data. Always check with legal before deleting any data.

Now that we know who and what, it’s time for IT to get involved. Just moving or removing the data outright is a bad plan. Create reports showing what will be moved/removed and have it validated. Keep backups. Note that an updated résumé is not a backup plan.

IT may also be able to help business owners understand what data is really being accessed. Adding temporary logging to identify data that is not touched is a great way to locate stale data. Helping business owners understand what a data warehouse really is and how it can be used to access current data as well will go a

long way in reducing resistance to change. Remember, ILM should be something done for the company, not to the company.

Although already mentioned, the importance of data cleanup as part of an ILM process cannot be understated. All versions of Microsoft Dynamics 365 for Finance & Operations and Microsoft Dynamics AX make heavy use of temp tables, some of which are not selfcleaning. Regularly running the provided cleanup utilities should be a best practice. It is also worthwhile adding in some new ones, depending on which modules are used. How valuable are four years of batch job history? If the answer is “not very”, consider the fact that in most installations, the batch job history table is in the top five largest tables.

Every company, whether they know it or not, is already on an ILM journey. Every report and integration are a step along the path, so why not make it official? It may seem daunting at first, but every future upgrade, merger, integration, and report will be that much more efficient to undertake. And you may even save some money on storage.

Are paper-based processes “eating” your profits?

MetaViewer Paperless Automation is designed with your budget in mind, robotically capturing information and automating workflow while offering superior functionality and user experience in a tailored and affordable solution.

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ing the Ban k a k re

story by Bill Burke, Merit Solutions, Partner Member

Think Big. Start Small.

Reinvest Fast.

O

ver the last decade, we have seen the internet of things (IoT) go from being relatively unknown to one of the most talked about technology innovations. In 2009, IoT accounted for $18 billion in sales; in 2017, those numbers surpassed $1 trillion.

It is not difficult to understand why IoT has seen such rapid growth. Connectivity has become pervasive. Hardware devices are cheaper, smaller, and more powerful. And the rise of cloud computing has enabled all companies, not just large enterprises, to collect massive amounts of data, store it in a centralized location, and turn it into actionable insights.

Despite this progress, many companies today have yet to move to digital business models supported by IoT connected devices.

While there are many reasons cited for not committing to IoT, we most often encounter a belief that IoT initiatives are too complex, extensive, and costly to be relevant to companies with realistic budgetary and resource constraints.

The primary goal of this article is to correct that misconception through this phrase: Think Big, Start Small, Reinvest Fast. At the end of this article, I provide examples for IoT projects that companies of any size can implement or learn from on their IoT journey.

Think Big

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The quick-win strategy for jumping into IoT is to buy cheap sensors, throw them on/in machines, and begin gathering data.

While it is very tempting to start small and fast, it is more important to first lay out a vision for your operations. In a study of IoT’s early adopters by HPE’s Al Madden, respondents cited insufficient planning in their early IoT projects as the main cause for late stage rework and even project failures.

You may be wondering, “If these small projects are less disruptive and focused on solving a single problem, how can they lead to broader failure?” That is because what you build today—including the infrastructure, architecture, security, data standards, and hardware—will influence your future IoT projects. Remember, the goal of IoT is to connect your people, processes, and assets via one unified location. We are not building the internets of things.

In order to Think Big, your team must first identify your primary goal. Most IoT initiatives are meant to do one of two things: optimize operations or improve Customer experiences. Once the vision is documented, it is important to gain an understanding of what is required to reach that goal. What hardware is needed to capture data? Where will data be stored, who needs access to it, and how will it be secured? How will numerous data sources be integrated into a single location? What tools will be used to analyze the data and turn it into actionable insights? And what underlying technology has the power to process these massive new data sources?

Start Small Once all of the above is understood, it may seem natural to create a “big bang” solution that will solve all problems impacting operations. However, a 2017 Cisco survey found that 75 percent of IoT projects are failing to achieve their objectives. While those failure rates are not slowing adoption—in fact, 73 percent of participants in the same survey noted they are using data from their IoT initiatives to improve business performance—it is important to balance risks and rewards when beginning an IoT journey.

How do you start small? The best way is to identify one problem area within your larger vision to solve. Then, drill down into detail and identify the questions you would need to answer in order to resolve or improve the process. Once these questions are defined, you can gain a better understanding of the type and structure of the data needed to answer those questions.

Your initial return on investment can be increased by choosing an area that can be scaled or used as a template for future IoT initiatives. Therefore, when building your initial IoT solution, it is important to leverage a platform that is extensible and scalable, enabling you to add on capabilities and grow your solution footprint.

Security should also be built in—into all microcontroller (MCU) devices, operating systems, and cloud infrastructure—to prevent breaches and respond to emerging threats. And with technology changing so quickly, be sure to build a solution that is capable of swapping in newer technology as it becomes available.

Always remember that starting small is not thinking small. Rather, it means iterating with small wins that align to the larger vision and business objectives. This approach limits up-front risk and can fund future IoT projects.

Reinvest Fast As stated earlier, we believe it doesn’t take massive investment to dip your toes into the IoT waters. By implementing a few sensors, integrating data sources, building in simple alerts, and automating manual processes, IoT has the potential to provide a positive ROI

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beginning day one, even if in a limited scope. Be prepared to learn from any failures—or surprises. Then reinvest into future IoT initiatives that can provide a multiplication on your return.

If the initial IoT project is implemented correctly, it should be able to be scaled up and out with less incremental investment. By leveraging previous architectures, integrations, and learnings, new IoT projects can be launched faster and with less risk. The more connected you become, the bigger impact IoT has on optimizing your operations. And it takes less time to achieve your ultimate vision.

IoT Entry-Point Examples Now that we have discussed how to Think Big, Start Small, and Reinvest Fast, how do you know where to begin? Below are a few IoT entry points we have seen manufacturers implement as their first step toward optimizing operations with connected factories.

Hopefully you can implement some of these “quick wins”—or use them to help you brainstorm additional use cases relevant to your business.

Do you have materials or products that must be weighed for formulas, pricing, packaging, shipping, etc.?

If so, you likely have people responsible for manually reading weights from scales and entering that data into your system(s).

Leveraging IoT scales and integration, you can automatically capture weights and populate all appropriate forms and fields without any manual data entry. In our experience, this can speed up weighing cycle times by 91 percent and enable the reallocation of resources. As you build toward your larger vision, the data from these scales can be integrated with data from other machines to learn and monitor product quality trends while predicting and preventing unplanned downtime.

Do you have equipment that needs to be serviced or fixed based on utilization?

If so, you may be recording utilization manually or using production averages. This could lead to equipment being used too long—or costly repairs before machines actually need them. You could go purchase new “smart” machinery that connects to the cloud, but that often requires a large capital expense. Another option could be as simple as adding vibration sensors to the outside of current machines. These sensors would monitor when the machine is on and vibrating. That data can be tracked in real time, at both the machine and component level, and used to proactively schedule maintenance and prevent unplanned downtime. Scaling up, these sensors could track all of your assets.

Do you work with materials that need to be stored, produced, and/or shipped within a controlled environment?

If so, you likely have employee(s) reading temperature and humidity sensors within machines or rooms at required intervals. For example, someone may manually read and input data at the start and end of every batch. By implementing connected sensors, these manual checks are eliminated. Real-time readings are captured, enabling more proactive resolution at the moment of variation.

Whether stopping production before more materials are consumed or speeding the relocation of inventory, companies can dramatically reduce waste with IoT. When integrated into a connected factory, this data can be leveraged to identify downtime trends, perform real-time forecast adjustments, and improve quality.

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Below are 20 words and phrases that relate to the topics and theme in this issue of D365UG/AXUG Magazine. These words can be found in the grid horizontally, vertically, diagonally, backward, and forward. Submit your completed Word Find for a chance to win a gift certificate; simply scan and email your entry to Wordfind@axug.com.

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AXUG

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The List MOBILE

Solutions at your fingertips

thelistmobile.com Search for the products and services you need with the Mobile version of The List!

Powered by Dynamic Communities

Table of Contents Industry.........................Page 50 Horizontal.......................Page 53 Services..........................Page 58

The List from Dynamic Communities is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact Jane.Olson@dynamiccommunities.com.

NOTE: Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner. *Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

Industry Aerospace

INDUSTRY

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Associations

TrueCommerce

DATABASICS, Inc.

www.truecommerce.com • 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Cross Industry Solution

Automotive

Equipment Rental and Leasing DocStar www.docstar.com • 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes.

Elevate HR, Inc. www.elevate-hr.com • 973-917-3230 elevateAD (Active Directory Automation) and Elevate HR Solutions for Dynamics Make Dynamics HCM your industrystrength HRIS with Elevate HR: Online Benefits; Payroll Connector; configurable HCM Processes; Applicant Portal, etc.

Automate AD with elevateAD; create, sync, disable, assign licenses.

Building Materials

acom.com/electronic-payments/ 866-730-9248 Paperless AP Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platform gaining better control over cash, higher efficiencies and the ability to earn cash rebate revenue.

Arbela Technologies

Arbela Technologies

www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

www.slimstock.com • 970-420-1777 Slim4 Inventory Optimization for Dynamics Forecasting, supply planning, and inventory optimization for distributors, manufacturers, 3PLs, and retailers.

Chemicals

www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela’s Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies better serve shared services. Gain from our experience!

Horizons International

Datahaven for Dynamics

www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded–not simply integrated–throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Consumer Packaged Goods

Data Masons Software www.datamasons.com/thelist • 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. That’s EDI made simple.

KEY:

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D365 Customer Engagement/CRM

D365UG/AXUG MAGAZINE

Dynamics GP

Finance Banking

www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric A web-based customer payment portal that automates A/R, improves cash flow, and provides security and convenience to you and your customers. Optional recurring/subscription billing, AutoPay, and payment plan modules.

Food and Beverage

Paramount WorkPlace www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace 365 Business Central, AX, GP, NAV, SL Mobile Apps Expense, Requisition, and Procurement with Mobile Apps, Mobile Entry & Approvals. Robust Capabilities, Intuitive Features, Seamless Out-Of-The-Box Integration with your ERP.

ASC Software www.vicinityfood.com • 937-429-1428 ASCTracŽ Top Award winning, enterprise supply chain software designed for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of experience in the Food/Beverage industry. (WMS, MES, MRP, & more).

Evironmental DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Dynamics NAV

D365 Unified Operations/AX

www.sycoramericas.com • 412-788-9494 Sycor.Rental Microsoft Dynamics 365 with fully embedded rental functionality. Sycor.

Rental extends Microsoft’s flagship ERP solution with rental capabilities, giving you full control of your entire operation from one solution.

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the accounts payable process with centralized invoice workflows for GL coding, approval routing and transaction creation in GP or SL, with complete digital audit trail.

DiCentral www.dicentral.com • 281-480-1121 EDI Integration with Microsoft Dynamics DiCentral is the industry leader in providing managed EDI solutions for Dynamics 365 Business Central and Finance and Operations, NAV, and GP.

Dynamics AX

SYCOR AMERICAS Inc.

Nodus Technologies, Inc. ACOM Solutions, Inc. Slimstock

Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer • 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Blue Horseshoe www.bhsolutions.com • 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365

Online Trial Available

Mobile Enabled

High Tech and Electronics Horizons International

Life Sciences DATABASICS, Inc.

Slimstock www.slimstock.com • 970-420-1777 Slim4 Inventory Optimization for Dynamics Forecasting, supply planning, and inventory optimization for distributors, manufacturers, 3PLs, and retailers.

www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Government Contracting DATABASICS, Inc.

Merit Solutions, Inc.

www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

www.maxlifesoftware.com • 630-614-7133 MAXLife365 MAXLife365 is the leading digital platform for Biotech, Pharma, and Med Device companies that brings together traditional ERP, CRM, QMS, BI, and Document Management capabilities into one integrated solution.

Healthcare

Manufacturing

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates expense reporting with digital receipt capture, instant expense report creation and automatic approval routing, with corporate credit card reconciliation included!

Arbela Technologies

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the accounts payable process with centralized invoice workflows for GL coding, approval routing and transaction creation in GP or SL, with complete digital audit trail.

Sierra Workforce Solutions www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Dynamics ERP time & attendance solutions optimizing productivity and data integration for payroll, job costing & HR. Advanced scheduling and ACA reporting options. Biometric, badge, WEB, PC or mobile time clocks.

KEY:

D365 Customer Engagement/CRM

www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

ASC Software www.ASCsoftware.com • 937-429-1428 ASCTracŽ Top Award winning, enterprise manufacturing software designed for all types of Manufacturing, Distribution, & 3PL operations of any size. (MES, MRP, WMS, WCS, IIoT, Shop Floor & more.)

29+ years of successes.

Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer • 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

Dynamics AX

Dynamics GP

Data Masons Software

Sierra Workforce Solutions

www.datamasons.com/thelist • 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. That’s EDI made simple.

www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Dynamics ERP time & attendance solutions optimizing productivity and data integration for payroll, job costing & HR. Advanced scheduling and ACA reporting options. Biometric, badge, WEB, PC or mobile time clocks.

DocStar www.docstar.com • 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes.

StockIQ Technologies

DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

FASCOR www.fascor.com • 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag is the ONE SYSTEM you need for document management with extensive Dynamics integration - go live in less than 1 week.

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the accounts payable process with centralized invoice workflows for GL coding, approval routing and transaction creation in GP or SL, with complete digital audit trail.

Pacejet www.pacejet.com/erp/microsoft/ 877-722-3538 Pacejet Shipping Software for Microsoft Dynamics 365 Business Central and Finance and Operations Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one cloud-based platform.

Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs.

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

www.stockiqtech.com • 720-420-7946 Intelligent Supply Chain Planning Inventory planning & analytics, forecasting, promotion planning & multi-site replenishment designed for Distribution, and Manufacturing.

TrueCommerce www.truecommerce.com • 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Non-Profit Organizations

DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates expense reporting with digital receipt capture, instant expense report creation and automatic approval routing, with corporate credit card reconciliation included!

Oil and Gas DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

Online Trial Available

Mobile Enabled

H1 2019

51

INDUSTRY

www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Red Maple www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

INDUSTRY

Pharmaceuticals ASC Software www.ASCsoftware.com • 937-429-1428 ASCTracŽ Top Award winning, FDA approved software designed for GMP-FDA Manufacturing, Distribution & 3PLs of any type or size. 29+ years of success in the Pharmaceutical industry. (MES/MRP, WMS/QC/QA, IIoT, clean room & more) Horizons International www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Merit Solutions, Inc. www.maxlifesoftware.com • 630-614-7133 MAXLife365 MAXLife365 is the leading digital platform for Biotech, Pharma, and Med Device companies that brings together traditional ERP, CRM, QMS, BI, and Document Management capabilities into one integrated solution.

Professional Services DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile. Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the accounts payable process with centralized invoice workflows for GL coding, approval routing and transaction creation in GP or SL, with complete digital audit trail.

Retail Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer • 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

KEY:

52

D365 Customer Engagement/CRM

D365UG/AXUG MAGAZINE

DiCentral www.dicentral.com • 281-480-1121 EDI Integration with Microsoft Dynamics DiCentral is the industry leader in providing managed EDI solutions for Dynamics 365 Business Central and Finance and Operations, NAV, and GP. Red Maple www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Red Maple www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available.

Process CC in multiple countries. Handle complex transactions.

Next Generation Logistics, Inc. www.DynamicsTMS.com 847-963-0007 ext. 136 DynamicsTMSÂŽ Transportation Management System LTL, FTL, Multi-stop Routing. Rate Shop, Tariff Mgmt, Load Tendering, Posting, and Bidding. Track and Trace, Freight Audit, and Reporting.

NMB Solutions appsource.microsoft.com/en-us/ product/dynamics-365-for-financeand-operations/nmbsolutions.parceld365fo?tab=Overview • 613-315-5780 NEW: Parcel for Dynamics 365 Finance & Operations Manage high-volume parcel and LTL shipping with the parcel management solution trusted to move billions of packages, now available for Dynamics 365 for Finance & Operations through Microsoft AppSource.

Warehouse Management

Yooz, Inc. www.GetYooz.com 832-384-YOOZ (9669) NEW: Cloud based P2P Automation with award winning Yooz, Inc. Secure cloud-based invoice and payment processing solution. Easy. Powerful. Smart

Wholesale Trade: Durable Goods

Pacejet www.pacejet.com/erp/microsoft/ 877-722-3538 Pacejet Shipping Software for Microsoft Dynamics 365 Business Central and Finance and Operations Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one cloud-based platform.

Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs.

TrueCommerce

Software Manufacturers Red Maple www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Tasklet Factory www.taskletfactory.com • +45 72 332 000 Mobile WMS for Microsoft Dynamics AX/ NAV/365BC/365FO Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offline mode that integrates with standard Microsoft Dynamics AX/NAV/365 Business Central/365 for Finance and Operations.

ASC Software www.ASCsoftware.com • 937-429-1428 ASCTracŽ Top Award winning, enterprise supply chain software for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of advanced WMS innovations. (WMS, MES, MRP, WCS, IIoT, Shop Floor & more).

www.truecommerce.com • 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Transportation / TMS FASCOR www.fascor.com • 888-8FASCOR; (888-832-7267) ext. 103 FASCOR TMS 3.X PARCEL/LTL/TL. Int'l & Domestic. Carrier Cert. UPS, FedEx, USPS & more. HazMat, ASN/EDI, RateShopping, Cartonization, Tariff mgmt, Adv Analytics

Dynamics AX

Dynamics GP

FASCOR www.fascor.com • 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

Horizontal Accounting

Billing

Commissions

Sierra Workforce Solutions ACOM Solutions, Inc. acom.com/electronic-payments/ 866-730-9248 Paperless AP Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platform gaining better control over cash, higher efficiencies and the ability to earn cash rebate revenue.

www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Dynamics ERP time & attendance solutions optimizing productivity and data integration for payroll, job costing & HR. Advanced scheduling and ACA reporting options. Biometric, badge, WEB, PC or mobile time clocks.

Analytics

Century Business Solutions www.ebizcharge.com/ • 888-500-7798 EBizCharge Payments for Microsoft Dynamics Process credit, debit, and ACH payments in D365, CRM, NAV, GP & AX using the secure payment integration EBizCharge. Unlimited batch history and reports. Online customer bill pay portal, recurring billing, and email pay.

Budgeting

Compliance

Arbela Technologies Century Business Solutions www.ebizcharge.com/ • 888-500-7798 EBizCharge Payments for Microsoft Dynamics Process credit, debit, and ACH payments in D365, CRM, NAV, GP & AX using the secure payment integration EBizCharge. Unlimited batch history and reports. Online customer bill pay portal, recurring billing, and email pay.

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag is the ONE SYSTEM you need for document management with extensive Dynamics integration - go live in less than 1 week.

www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Automation ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the accounts payable process with centralized invoice workflows for GL coding, approval routing and transaction creation in GP or SL, with complete digital audit trail.

Yooz, Inc. www.GetYooz.com 832-384-YOOZ (9669) NEW: Cloud based P2P Automation with award winning Yooz, Inc. Secure cloud-based invoice and payment processing solution. Easy. Powerful. Smart

Corporate Renaissance Group crgroup.com/better-budgeting/ 800-576-6215 ext. 286 Budgeting, Planning & Forecasting Solutions from CRGroup Leading budgeting, planning & forecasting solutions for companies of any size: BOARD, Adaptive Insights, and NEW! Rapidstart budgeting for SMBs and Dynamics users. Contact us to learn more + explore partner benefits.

Business Intelligence

www.GetYooz.com • 832-384-YOOZ (9669) NEW: Cloud based P2P Automation with award winning Yooz, Inc. Secure cloud-based invoice and payment processing solution. Easy. Powerful. Smart

Affordable Care Act Reporting

DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Arbela Technologies

www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery.

Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com

www.arbelatech.com • 949-291-4777 Arbela Audit & Security Manager Audit Security Manager addresses security management, audit compliance & reporting. Reduce your time to prepare for audits & manage security.

Gain from our experience!

KEY:

D365 Customer Engagement/CRM

Jet Global www.jetglobal.com • 503-608-3602 Jet Analytics Corporate analytics and reporting that brings all of your data together in one place to enable everyone in the organization to easily perform sophisticated business analysis in Excel, Power BI, and on the web.

Business Process Management

Integrity Data www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around ACA reporting a non-issue by tracking eligibility year-round and automatically generating, printing and e-filing Form 1095-C/ 1094-C.

DocStar www.docstar.com • 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes.

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

www.acom.com • 866-730-9248 Paperless AP Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platform gaining better control over cash and higher efficiencies with bank-level security to meet compliance.

Halo BI

Barcode Data Collection

Yooz, Inc.

ACOM Solutions, Inc.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer • 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

Integrity Data www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around ACA reporting a non-issue by tracking eligibility year-round and automatically generating, printing and e-filing Form 1095-C/ 1094-C.

Online Trial Available

Mobile Enabled

H1 2019

53

HORIZONTAL

Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer • 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

Red Maple www.redmaple.com • 972-980-6963 Red Maple's Advanced Commissions Adv Commissions is flexible and handles complex commissions. Commissions can be calculated based on many criteria and can be paid at invoice, upon payment or periodically. It can be used in SO, Projects, AR & AP.

Cost Accounting

Data Management

Corporate Renaissance Group

Century Business Solutions StockIQ Technologies

crgroup.com/Cost-Allocator/ • 800-576-6215 CRG Cost Allocator | Multi-Level Step-Down Cost Allocations Perform multi-level account allocations using 1 of 4 methods: percentage values, fixed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

Jet Global www.jetglobal.com • 503-608-3602 Jet Global Jet Global delivers complete data access and control from Microsoft Dynamics so users can make decisions at the speed of business without the need for bottlenecked technical resources or data expertise.

www.stockiqtech.com • 720-420-7946 Intelligent Supply Chain Planning Inventory planning & analytics, forecasting, promotion planning & multi-site replenishment designed for Distribution, and Manufacturing.

Credit Card/Check Processing

Distribution

Datahaven for Dynamics

Arbela Technologies

www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded–not simply integrated–throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

ACOM Solutions, Inc.

HORIZONTAL

acom.com/electronic-payments/ 866-730-9248 Paperless AP Payment Automation for Microsoft Dynamics ACOM streamlines how you process supplier payments of any type via one intelligent platform- Cards, checks, ACH, EFT and more - gaining better control, higher efficiency & you earn rebate revenue too!

Century Business Solutions www.ebizcharge.com/ • 888-500-7798 EBizCharge Payments for Microsoft Dynamics Process credit, debit, and ACH payments in D365, CRM, NAV, GP & AX using the secure payment integration EBizCharge. Unlimited batch history and reports. Online customer bill pay portal, recurring billing, and email pay.

Red Maple www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Red Maple www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available.

Process CC in multiple countries. Handle complex transactions.

KEY:

54

D365 Customer Engagement/CRM

D365UG/AXUG MAGAZINE

www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

ASC Software www.ASCsoftware.com • 937-429-1428 ASCTracŽ Top Award winning, enterprise supply chain software for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of advanced innovations. (WMS, MES, MRP, WCS, IIoT, Shop Floor & more).

Document Management

DocStar www.docstar.com • 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes.

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag is the ONE SYSTEM you need for document management with extensive Dynamics integration - go live in less than 1 week.

Blue Horseshoe www.bhsolutions.com • 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365 FASCOR www.fascor.com • 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

www.ebizcharge.com/ • 888-500-7798 EBizCharge Payments for Microsoft Dynamics Process credit, debit, and ACH payments in D365, CRM, NAV, GP & AX using the secure payment integration EBizCharge. Unlimited batch history and reports. Online customer bill pay portal, recurring billing, and email pay.

Pacejet www.pacejet.com/erp/microsoft/ 877-722-3538 Pacejet Shipping Software for Microsoft Dynamics 365 Business Central and Finance and Operations Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one cloud-based platform.

Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs.

Sana Commerce www.sana-commerce.com • 646-362-0432 Sana Commerce Through 100% seamless integration, our e-commerce solution leverages existing ERP business logic and data in powerful, user-friendly web stores.

EDI

Data Masons Software

Metafile Information Systems, Inc. www.metaviewer.com • 507-286-9232 MetaViewer Paperless Automation for Microsoft Dynamics AP Automation for Dynamics AX, GP, SL & NAV, & expanded functionality including expense reports, journal entry, purchase requisition and more.

E-commerce

www.datamasons.com/thelist • 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. That’s EDI made simple.

DiCentral www.dicentral.com • 281-480-1121 EDI Integration with Microsoft Dynamics DiCentral is the industry leader in providing managed EDI solutions for Dynamics 365 Business Central and Finance and Operations, NAV, and GP.

Avalara, Inc. Slimstock www.slimstock.com • 970-420-1777 Slim4 Inventory Optimization for Dynamics Forecasting, supply planning, and inventory optimization for distributors, manufacturers, 3PLs, and retailers.

Dynamics AX

Dynamics GP

www.info.avalara.com/TheList • 877-780-4848 Avalara | Tax Compliance Automation Software Avalara helps businesses of all sizes get tax compliance right. Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and more.

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

TrueCommerce www.truecommerce.com • 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Online Trial Available

Mobile Enabled

Electronic Document Delivery (Email)/Faxing Datahaven for Dynamics www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded–not simply integrated–throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Fixed Assets Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer • 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

HR Management

Yooz, Inc. www.GetYooz.com • 832-384-YOOZ (9669) NEW: Cloud based P2P Automation with award winning Yooz, Inc. Secure cloud-based invoice and payment processing solution. Easy. Powerful. Smart

Job Costing

Expense Solutions Corporate Renaissance Group DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile.

Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

employee-performance.com/ • 877-711-0367 CRG emPerform | Online Employee Performance Management Award-winning employee performance management for Microsoft Dynamics users. Online performance reviews, 360° assessments, goal management, succession planning, pay-for-performance, reporting & year-round feedback.

FASCOR www.fascor.com • 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

Invoicing Enhancement

Sierra Workforce Solutions www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Dynamics ERP time & attendance solutions optimizing productivity and data integration for payroll, job costing & HR. Advanced scheduling and ACA reporting options. Biometric, badge, WEB, PC or mobile time clocks.

Manufacturing Enhancement

Century Business Solutions Elevate HR, Inc. www.elevate-hr.com • 973-917-3230 Elevate HR Solutions for Dynamics Make Dynamics HCM your industrystrength HRIS with Elevate HR: Online Benefits; Payroll and Benefits Connector; configurable HCM Processes; Applicant Portal; New-Hire Requisition; Succession Planning, and more.

www.ebizcharge.com/ • 888-500-7798 EBizCharge Payments for Microsoft Dynamics Process credit, debit, and ACH payments in D365, CRM, NAV, GP & AX using the secure payment integration EBizCharge. Unlimited batch history and reports. Online customer bill pay portal, recurring billing, and email pay.

Paramount WorkPlace ParamountWorkPlace.com/solutions/ travel-and-expense/ • 800-725-4408 Paramount WorkPlace Expense Mobile App & Entry & Approvals, OCR, Google Maps, Receipt Attachment, Rule Engine, Credit Card & Banking Integration, Real-Time Cash Advances, On-Account Balance, Expense Split, GL Distribution, Open Payment Sunshine

Field Service Management

FieldConnect, Inc. www.fieldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch software, and customer portals are directly integrated with Microsoft Dynamics for maximum efficiency.

KEY:

D365 Customer Engagement/CRM

MARSHALLTOWN Software www.software.marshalltown.com 641-753-5999 ext. 151 NEW: MARSHALLTOWN Software Extend Dynamics functionality your end users require through custom-built web applications with a modern responsive UI. Functions include receiving, inventory management, RAF, pick-pack-ship, cycle count and others.

Multi-Entity Management Nodus Technologies, Inc. FourVision HR Plus www.fourvision.com/ • 914-873-0040 FourVision D365 for Talent Extensions FourVision Talent Apps extend the D365 for Talent providing a full HCM solution.

Example apps include Timesheets Plus, Leave & Absence, Employee Self Service, HR Document Mgmt and much more.

Inventory Management ASC Software www.ASCsoftware.com • 937-429-1428 ASCTracŽ Top Award winning, enterprise supply chain software for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of advanced innovations. (WMS, MES, MRP, WCS, IIoT, Shop Floor & more).

Dynamics AX

Dynamics GP

www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric A web-based customer payment portal that automates A/R, improves cash flow, and provides security and convenience to you and your customers. Optional recurring/subscription billing, AutoPay, and payment plan modules Red Maple www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Dynamics NAV

D365 Unified Operations/AX

Arbela Technologies www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela’s Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies better serve shared services. Gain from our experience!

Payables Enhancement

ACOM Solutions, Inc. acom.com/electronic-payments/ 866-730-9248 Paperless AP Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platform gaining better control over cash, higher efficiencies and the ability to earn cash rebate revenue.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

H1 2019

55

HORIZONTAL

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates expense reporting with digital receipt capture, instant expense report creation and automatic approval routing, with corporate credit card reconciliation included!

Quality Control ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikPayables KwikPayables automates the accounts payable process with centralized invoice workflows for GL coding, approval routing and transaction creation in GP or SL, with complete digital audit trail.

Payroll Enhancement Integrity Data www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around ACA reporting a non-issue by tracking eligibility year-round and automatically generating, printing and e-filing Form 1095-C/ 1094-C.

Procurement Management

HORIZONTAL

Paramount WorkPlace www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Mobile App & Entry, PunchOut, Catalog, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, OCR Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine.

Red Maple www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

Purchase Order Processing Enhancement

Metafile Information Systems, Inc. www.metaviewer.com • 507-286-9232 MetaViewer Paperless Automation for Microsoft Dynamics AP Automation for Dynamics AX, GP, SL & NAV, & expanded functionality including expense reports, journal entry, purchase requisition and more.

Red Maple www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

KEY:

56

D365 Customer Engagement/CRM

D365UG/AXUG MAGAZINE

Sales Order Processing Enhancement

Horizons International www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Red Maple www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Sales Tax

Receivables Enhancement Avalara, Inc. Century Business Solutions www.ebizcharge.com/ • 888-500-7798 EBizCharge Payments for Microsoft Dynamics Process credit, debit, and ACH payments in D365, CRM, NAV, GP & AX using the secure payment integration EBizCharge. Unlimited batch history and reports. Online customer bill pay portal, recurring billing, and email pay.

www.info.avalara.com/TheList • 877-780-4848 Avalara | Tax Compliance Automation Software Avalara helps businesses of all sizes get tax compliance right. Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and more.

Reconciliation

NMB Solutions appsource.microsoft.com/en-us/ product/dynamics-365-for-financeand-operations/nmbsolutions.parceld365fo?tab=Overview • 613-315-5780 NEW: Parcel for Dynamics 365 Finance & Operations Manage high-volume parcel and LTL shipping with the parcel management solution trusted to move billions of packages, now available for Dynamics 365 for Finance & Operations through Microsoft AppSource.

Security

Nodus Technologies, Inc. www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric A web-based customer payment portal that automates A/R, improves cash flow, and provides security and convenience to you and your customers. Optional recurring/subscription billing, AutoPay, and payment plan modules.

FASCOR www.fascor.com • 888-8FASCOR; (888-832-7267) ext. 103 FASCOR TMS 3.X PARCEL/LTL/TL. Int'l & Domestic. Carrier Cert. UPS, FedEx, USPS & more. HazMat, ASN/EDI, RateShopping, Cartonization, Tariff mgmt, Adv Analytics

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Audit & Security Manager Audit Security Manager addresses security management, audit compliance & reporting. Reduce your time to prepare for audits & manage security.

Gain from our experience!

Pacejet www.pacejet.com/erp/microsoft/ 877-722-3538 Pacejet Shipping Software for Microsoft Dynamics 365 Business Central and Finance and Operations Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one cloud-based platform.

Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs.

Supply Chain Management Arbela Technologies

Century Business Solutions www.ebizcharge.com/ • 888-500-7798 EBizCharge Payments for Microsoft Dynamics Process credit, debit, and ACH payments in D365, CRM, NAV, GP & AX using the secure payment integration EBizCharge. Unlimited batch history and reports. Online customer bill pay portal, recurring billing, and email pay.

Reporting

Elevate HR, Inc. www.elevate-hr.com • 973-917-3230 elevateAD Active Directory Automation for Dynamics Automate Active Directory administration. Create, maintain, disable AD accounts from changes to Workers, Bookable Resources, Contacts, etc.

Auto-assign/unassign Dynamics, O365, and other software licenses.

Shipping/Manifesting Jet Global www.jetglobal.com • 502-608-3602 Jet Reports Advanced financial and business reporting solution inside of Excel and on the web. Get all the financial and operational reports you need, in the format that works for you, from anywhere.

Dynamics AX

Dynamics GP

ASC Software www.ASCsoftware.com • 937-429-1428 ASCTracŽ Top Award winning, enterprise supply chain software for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of advanced innovations. (WMS, MES, MRP, WCS, IIoT, Shop Floor & more).

Arbela Technologies www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela’s Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies better serve shared services. Gain from our experience!

Dynamics NAV

D365 Unified Operations/AX

www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

Sierra Workforce Solutions

Blue Horseshoe

Slimstock

www.bhsolutions.com • 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365

www.slimstock.com • 970-420-1777 Slim4 Inventory Optimization for Dynamics Forecasting, supply planning, and inventory optimization for distributors, manufacturers, 3PLs, and retailers.

Data Masons Software www.datamasons.com/thelist • 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. That’s EDI made simple.

FASCOR www.fascor.com • 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

www.stockiqtech.com • 720-420-7946 Intelligent Supply Chain Planning Inventory planning & analytics, forecasting, promotion planning & multi-site replenishment designed for Distribution, and Manufacturing.

TrueCommerce www.truecommerce.com • 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Tax

www.info.avalara.com/TheList • 877-780-4848 Avalara | Tax Compliance Automation Software Avalara helps businesses of all sizes get tax compliance right. Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and more.

Time and Attendance Halo BI www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery.

Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com

Travel Expense Management Metafile Information Systems, Inc. DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile.

Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates expense reporting with digital receipt capture, instant expense report creation and automatic approval routing, with corporate credit card reconciliation included!

Warranty and Claims Management

Avalara, Inc.

DATABASICS, Inc. www.data-basics.com • 800-599-0434 DATABASICS Timesheets and Expense Reports DATABASICS makes Time Collection and Expense Reporting Easy and Mobile.

Let us solve your toughest challenges related to projects, billing, leave, compliance and automation!

DocStar www.docstar.com • 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes.

Red Maple www.redmaple.com • 972-980-6963 Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user.

Generated claims can be tracked and managed.

Workflow / Notifications

www.metaviewer.com • 507-286-9232 MetaViewer Paperless Automation for Microsoft Dynamics AP Automation for Dynamics AX, GP, SL & NAV, & expanded functionality including expense reports, journal entry, purchase requisition and more.

Red Maple www.redmaple.com • 972-980-6963 Red Maple's Advanced Workflow Email Client Adv. Workflow Email Client allows you to approve, reject or redirect workflows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. Workflow is required.

Red Maple www.redmaple.com • 972-980-6963 Red Maple's Advanced Workflow Adv Workflow enables workflows to launch automatically on defined criteria or events. Includes 50+ predefined Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.

Datahaven for Dynamics www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded–not simply integrated–throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Learn why Je rey with StockIQ Technologies likes The List: The Partner featured for the ISV Partner Profile is randomly selected from those Partners participating in The List. learn moreforabout “The List is a very valuable resource for both Partners and customers.

It is aTo one stop shop finding ISVs with The List contact Jane@thepartnerchannel.com. deep vertical expertise and solutions, who are committed to helping the Dynamics channel.�

Jerey Porter, StockIQ Technologies

KEY:

D365 Customer Engagement/CRM

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

H1 2019

57

HORIZONTAL

DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

StockIQ Technologies

www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Dynamics ERP time & attendance solutions optimizing productivity and data integration for payroll, job costing & HR. Advanced scheduling and ACA reporting options. Biometric, badge, WEB, PC or mobile time clocks.

Services Tornado Marketing, Inc.

Application Service Provider/Hosting DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Custom Development DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Development Tools DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for D365/AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

HR & Payroll Implementation & Consulting

Elevate HR, Inc.

www.fourvision.com/ • 914-873-0040 FourVision D365 for Talent Extensions FourVision Talent Apps extend the D365 for Talent providing a full HCM solution.

Example apps include Timesheets Plus, Leave & Absence, Employee Self Service, HR Document Mgmt and much more.

Implementation Services

Member Organizations ERP Software Blog www.groupbloggers.com • 888-800-0999 ERP Software Blog/ CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic, leads

Marketing Monarchs www.marketingmonarchs.com/ • 617-256-6178 Social Media Services Social Media Marketing bureau that works with partners to: overcome their digital marketing challenges, leverage the power of social platforms, maximize their social footprint, and ultimately drive more leads.

Training

Referral Marketing Merit Solutions, Inc. www.rapid365erp.com • 630-614-7133 Rapid365 Rapid365 is a pre-configured and best practices deployment of Dynamics 365 for Finance and Operations. Rapids365 accelerates deployment and adoption while reducing risk.

Manufacturing Implementation & Consulting

DAB Partners www.dabpartners.com • 813-965-1069 DAB Partners Dynamics ISVs rely heavily on referral relationships. DAB Partners offers outsourced services to help you grow and strengthen your referral partner network.

Sales Tax Management Service

Optimum www.optimum.co.uk • 877-406-6078 Microsoft Dynamics EndUser Training Solutions Optimum design, develop & deliver bespoke Microsoft Dynamics end-user training programs for implementation & upgrade projects around the world.

Upgrades Merit Solutions, Inc.

Merit Solutions, Inc. www.rapid365erp.com • 630-614-7133 Rapid365 Rapid365 is a pre-configured and best practices deployment of Dynamics 365 for Finance and Operations. Rapids365 accelerates deployment and adoption while reducing risk.

Marketing Planning & Services

Avalara, Inc. www.info.avalara.com/TheList • 877-780-4848 Avalara | Tax Compliance Automation Software Avalara helps businesses of all sizes get tax compliance right. Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and more.

www.meritsolutions.com/upgrade-me/ 630-614-7133 Upgrade365 Evaluating a move from Dynamics AX to Dynamics 365 for Finance and Operations? Talk to Merit Solutions, the 2018 Microsoft US Partner Award Winner for D365F&O.

Writing/Documentation Services The Partner Marketing Group www.thepartnermarketinggroup.com 734-425-7414 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

The Partner Marketing Group www.thepartnermarketinggroup.com 734-425-7414 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

SERVICES

www.elevate-hr.com • 973-917-3230 Elevate HR Dynamics and AD Automation Implementation Services Connect with the Human Resources, Payroll & Active Directory specialists.

Elevate HR’s status as the industry’s top HCM partner is anchored by its heritage as original developers of the Microsoft Dynamics HCM modules.

FourVision HR Plus

www.tornado-marketing.com • 608-520-0772 Marketing Consulting Boost your sales with high-impact marketing & persuasive messaging.

Work with industry veteran Adrianne Machina on website, content, & strategy.

Social Media

KEY:

58

D365 Customer Engagement/CRM

D365UG/AXUG MAGAZINE

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

SK GLOBAL

SOFTWARE

GLOBAL BANKING & TREASURY AUTOMATION EXPERTS

Banking & Treasury Automation for D365 F&O, Dynamics AX 2012

Online Bill Presentment and Credit Card Processing

Treasury Enhancements: Payment Factory, In-House Banking

AP Automation – Built in OCR and Approval Engine

SK Global Software

Visit sksoft.com for more information.

US +1.301.963.7300 Europe +45.2061.45.75