AXUG H2 2018 by Dynamic Communities, Inc

H2 2018 â&#x20AC;¢ WWW.AXUG.COM

AX Highway

IS A Which Route Are You On?

Should I

STAY GO OR

Microsoft Showcase

MUHAMMAD ALAM

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contents H2 2018

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H2 2018 • WWW.AXUG.COM

AX Highway

IS A Which Route Are You On?

Should I

STAY GO OR

Microsoft Showcase

MUHAMMAD ALAM

Advertiser Index Arbela Technologies. . . . . . . . . . . . . . . 2 AXtension. . . . . . . . . . . . . . . . . . . . . . . 27 Channel Marketing Alliance . . . . . . . . 51 Dooap . . . . . . . . . . . . . . . . . . . . . . 34-35 DSI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

In Every Issue 5 From the Chairwoman 7 From the General Manager 8 Events 10 Welcome to Our New Members 12 13 26 31 32 33 37 47 52 56 57

Chapter News Meet Your D365UG/AXUG Peers Volunteer Corner: Shelby Wright Trending Topics Find the Logo Contest Webinar Speed Read On Topic Word Find What’s New on the D365UG/AXUG Website Academy Corner The AX List

Features 14 Should I Stay or Should I Go

Humans of D365UG/AXUG Jimmy Stewart

Partner Showcase Episerver

Dynamics Communities’ Conferences. . . . . 9

Don’t Be Afraid to Change Lanes and Pass

Elevate HR . . . . . . . . . . . . . . . . . . . . . . 67

Microsoft Showcase Muhammad Alam

Business Process Activities and Foundational Elements of D365 F&O Implementation

Members in Action Writing for Water

INDUSA . . . . . . . . . . . . . . . . . . . . . . . . 25 MCA Connect, LLC. . . . . . . . . . . . . . . 19 Merit Solutions, Inc. . . . . . . . . . . . . . . . 4 MetaViewer from Metafile . . . . . . . . . 17 NMB Solutions. . . . . . . . . . . . . . . . . . 30 Power Platform User Groups. . . . . . . . 36 Share the AXUG love. . . . . . . . . . . . . . 11 SK Global Software . . . . . . . . . . . . . . . 68 Visionet . . . . . . . . . . . . . . . . . . . . . . . . 46

44 48

Cruising Down Route AX2009 Keep Microsoft Dynamics AX 2012 and Benefit from the Cloud Tips & Tricks Seven D365 F&O Features to Improve Finance Productivity H2 2018 | 3

U U D D X 36 D3 G/ UG UG XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU / A A 5 5 6 6 /A G D G U 5 X /A D G U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 /A / G A 5 5 6 6 G / U 5 X A D A D G 5U 65 U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A D 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A /A G G D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG /A / G /A / G / A 5 5 6 6 5 5 6 G / G G U 5 X A D U 5 A A U D U 6 A / 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 /A / G /A / G / G A 5 5 5 6 6 6 5 G / G G G 5 U 5 X A D A D U 5 U 5 A D U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 6 D X 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A / D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU /A / G /A / G G / A A 5 5 5 5 6 6 6 6 5 G G / / G G U 5 X A D A D U 5 A D U 5 U 5 A D U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XUG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G /A / G /A / G /A / G /A / G / A 5 5 5 5 5 6 6 6 6 6 5 G / G G G G U A A U A U A U U A 5 5 D 5 5 D 5 U 6 A D D X 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A / D X 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 /A / G /A / G /A / G /A / G /A / G A 5 5 6 6 5 5 5 5 5 6 6 6 6 G / G G G G G A U U 5 5 X A A U D U A A U D U A U 6 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 6 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 A U D U A A U D U X X 5 5 5 D D X D D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG 3 / 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U A A D U 5 U 5 5 X A D A U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 U D D X X D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG 3 / /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U A A U U 5 5 A D 5 D D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D U U U D G D G G U X U X U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 XU AX D D UG 5U XU AX D D UG 5U XU AX D D G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 U 5 X A D A D U 5 U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG /A / G / G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU / G UG 365 36 /A G/ G UG 365 36 /A G/ G U 5 X A D A U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5 6 A / G 5 6 /A / G D

Goingfrom tothethe Next Level... d365ug/axug chairwoman

letter

Sherry Linares

At Your Service

Users. Nobody really understands what you are going through like someone in your position

or role within another company. It is so much easier to talk to someone who has “been there,

Kelly Kane

T here are many different options for Users to get their Microsoft Dynamics

AX and Microsoft Dynamics 365 information from, but I notice that the

majority of Users keep coming back to D365UG/AXUG. The reason that this

is such a popular choice is because most of the content is BY Users, FOR

done that” and can identify with the experiences you’re having. D365UG/AXUG is all about building your network. Whether it’s through the discussion

forums on the website, the special interest groups (SIGs), your local chapter, or a large group

event like Focus or Summit, D365UG/AXUG is a community of Users here for each other. Personally, I utilize a combination of resources within D365UG/AXUG to give me what

I need to do my job. I am also an avid volunteer. You are likely to see me at many of the in-

person events as well as participating in online sharing. If you see me, introduce yourself. If

you need guidance on where to find what you need, I, along with many others, will be glad to

assist. Feel free to reach out to any Member of our board of advisors for help or if you want to

volunteer more yourself! We are happy to assist you in finding the right path. There is a lot going on in the Dynamics 365 and Dynamics AX worlds right now, but you

have a whole community of support behind you. Keep on trucking, and enjoy the ride! Sincerely,

Kelly Kane

Chairwoman of the Board

D365UG/AXUG

H2 2018 | 5

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Goingfrom tothe the d365Next ug/axug Level... gm

Greetings... Sherry Linares

Heather Williams

letter O

ver the last two years we have experienced a lot of change in the world of Microsoft Dynamics. New product, new name, new concepts, new deployment options…new, new, new. Change isn’t always easy, but we know is that it is inevitable. If you hear anything loud and clear what I want you to take away is that no matter where you are in embracing this new change with Microsoft Dynamics 365 for Finance and Operations, this User Group is here for you! AXUG® isn’t going away, so for those of you that are happy with Microsoft Dynamics AX 2009, AX 2012, and any and all versions in between…AXUG will always be by your side. There will be content to help you through your struggles. There will be conversations from your fellow peers that are still enjoying their current version as well. There will be subject matter experts harnessed within the AXUG community ready, willing, and able to help you. For those of you that have decided to take the leap, we have built D365UG to be inclusive of any AXUG membership. If you want help setting up a business case, deciding which deployment option is best for your organization, or how to start your project plan, you can get access to all of the tools, content, and subject matter experts to help you WHILE still enjoying the education and community for the product you still have live in your organization. And then there are the new Customers that are asking themselves, “what is this AX they speak of ”? D365UG is a robust community filled with great education, content, community, conversations, and experts that are all ready to help you maximize your investment today, tomorrow, and for years to come. So long story short, life is a highway. You can take different routes to get to the same destination. The route you choose is dependent on your main goals. Do you want to get to your destination the quickest way possible? Do you want to take in the sites and leisurely get to your plot on the map? No route is a wrong route, and no matter which you choose, you have a User Group that is giving you one comprehensive experience that is taking your needs and your wants into consideration. In summary, here is the AXUG, CRMUG®, and D365UG promise to you: »» We are bringing together the valuable knowledge, resources, and Member benefits of three great User Groups without any more investment of membership dollars. The change is the information you have at your fingertips, not the price you pay to obtain it. »» The leaders that you know today as part of AXUG and CRMUG are the leaders that are paving the way to an integrated User Group experience within AXUG, CRMUG, and D365UG. Trust that your peers are driving the experience that you will find valuable. »» If you are not interested in Dynamics 365 for this year, next year, or five years from now, you will ALWAYS have a community filled with learning and knowledge sharing for existing Dynamics AX and CRM Customers. AXUG and CRMUG are not going away and will continue to be there to offer the same experience you know and love today. But when you are ready to consider an upgrade or migration, you will have a whole community full of advice waiting for you, an entire library full of content you can dive into so your upgrade planning is more prepared than ever, that day, in that moment, with no extra investment and simply a toggle button away! »» Existing Dynamics AX and CRM Customers will still and always have a voice to Microsoft. You will still be voices that drive the change for the future of your investment. What I hope to leave you with is an excitement for this robust community within AXUG, CRMUG, and D365UG that you will be experiencing in the near future. The attention and effort have been 110 percent centered around the value that you, as a User Member, will experience. We hope you will agree and find immense value to help you through today and be a resource to your tomorrow. As always, feel free to voice your needs, suggestions, and areas of improvement that will impact you and your community. Cheers!

Heather Williams General Manager, D365UG/AXUG

H2 2018 | 7

sessions meetings courses

36 D3 5U 65 36 D3 G/ UG 5U 65 AX /A D 36 D3 G/ UG UG XU 5U 65 AX /A D G D 36 D3 G/ UG UG XU 36 D3 5 U 65 AX /A D G 5U 65 D 36 D3 G/ UG UG XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A D 36 D3 G/ UG UG XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /A /A G D G D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG 5U 65 A /A G 5U 65 /A /A G G 5U 6 /A /A D 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU /A / G /A / G G / 5 6 5 5 6 G G G U 5 A A U 5 U 65 A /A D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU /A / G /A / G G / A 5 5 6 6 5 5 6 G / G G G A U U 5 A 5 A U D U 6 A /A D X 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 / G G / G / A A 5 5 A A 65 X /A D G U 65 X /A D G 5U 65 X /A D G 5U 65 X /A D G 5U 65 U D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G/ UG XUG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG /A / G /A / G /A / G / A A 5 5 5 6 6 6 5 5 5 6 6 G / / G G G G U 5 X A D U 5 X A D U 5 A D A U D U A U 6 A /A 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A 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XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / G G 5 36 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU AXU D36 D UG 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 365 /AX D X X X X D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5 36 /A / D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG XU A /A / G /A / G /A / G /A / G /A / G /A / G A 5 5 6 6 5 5 5 5 5 6 5 6 6 6 6 6 /A / G / G G G G G G G U 5 X A D U 5 A D A U D U A A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG XU AXU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /AX /A G D G D X D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 6 /A / G G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D UG 5UG XU AX D3 D U 6 3 / 3 / 3 / 3 / 3 / /A / G / G G / G G G G G U 6 3 XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U A A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG X 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 6 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D UG 5UG XU A 6 3 / 3 / 3 / 3 / 3 / /A / G / G G / G G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG U 5 X A D A D U 5 U 5 A D A U U A A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D U 6 3 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG X 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D 3 / 3 / 3 / 3 /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U A A U U 5 5 A D 5 A U D U A U D X 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG X 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG U A A U U 5 5 A D 5 A U D U A D X X 5 5 D D X D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D 3 / 3 / 3 /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG X 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A X U U U U D U X D X X D D G X G U G U U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5U X AX D U 5U X AX D U 5U X AX D U 5U X AX D XU AX D D D D D G G U U G 3 G U 3 3 3 G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ UG UG U 5 X A D A D U 5 U 5 A D A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D /A / G G 5U 6 /A /A G G 5 6 /A / G G 5 36 /A / G G 5 36 A

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November 7 Time to Reforecast – Preparing for Your Mid-year

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Reforecast with Microsoft Forecaster November 14 Partner Engagement November 14 19 Ways to Supercharge Your Marketing Planning for 2019 (CMA) December 12 Partner Engagement December 12 How to Create Great Content that Breaks Through the Webiverse Clutter (CMA) December 14 R&B Fridays – Financial Reporting and Budgeting Open Discussion with the Experts December 14 New Hire Quick Start – Get a Jumpstart on Microsoft Reporting and Budgeting Tools January 9 How to Build a Remarkable Marketing Campaign (CMA)

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October 15-18

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November November November November November 5 Vancouver, BC 8 Calgary, AB 13 Montreal, QC 15 Ottawa, ON 20 Toronto, ON

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6 6 5 5 5 5 5 6 6 6 6 / G G G G G G U 5 X A D U 5 A D A U D U A A U U A U 6 A / 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D X X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 6 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G 3 G U 3 G G 3 U U U 3 3 3 3 G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG 3 / 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U A A U U 5 5 A D 5 A U D D X X 5 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G X G UG U XU 36 D3 G UG U XU 36 D3 G UG U 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XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU / G UG 365 36 /A G/ G UG 365 36 /A G/ G U 5 X A D A U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 G / / G D

members welcome to our new members

Welcome to the new Members who have invested in D365UG/AXUG User and Partner membership! Each new Member adds value not only to their own organization, but also to the entire D365UG/AXUG community as they share their knowledge and experiences.

New D365UG/AXUG User Members

Accuray

Adacta

Amplifier Research

ASU-Newport

Boekheide Management

Kneip Communication S.A.

Rietbergen

First Info Tech

LifeWay Christian Resources SAG Services AG

GLOCK, Inc.

Maison Birks San Francisco Housing Authority

Gorilla Glue

MetroBank

Secure Energy Services

Braun Intertec

Hogan Assessment Systems

Montgomery County Dayton Ohio Stelco, Inc.

Build-A-Bear Workshop, Inc.

Hooker Furniture Corporation

New Belgium Brewing Co. Inc.

Burr Oak Tool, Inc. IMT Corporation Nutrabolt

City of Guelph Omniparts Automotive

Concert Properties Ltd. Inland Truck Parts Company

Direct Energy JDRF International

Domino’s Pizza Group PLC Jisc

Drägerwerk AG & Co. KGaA

Electrolock, Inc.

Adage Technologies

Alnamic

CloudFronts

10 | D365UG/AXUG Magazine

Federal Home Loan Bank of Chicago

KapStone Paper and Packaging Corp

Karndean Designflooring Australia

Crestwood Associates L.L.C.

DQ Global

Dynamic Netsoft Technologies (FZC) Open Doors UK&I

Prominent

Proto Labs, Inc.

Providence St. Joseph Health

Radio Engineering Industries, Inc.

Richard Jay Laundry

Netsmartz, LLC

Rangeline Solutions

Tasklet Factory Technical Standards and Safety Authority

Thompson Machinery

VitaCost

Wakefield-Vette

Warrior Met Coal

WASH Multifamily Laundry Systems, LLC

Washington State Department of Ecology

Xanatek, Inc.

New D365UG/AXUG Partner Members

Technical Sales Development

TopLine Strategies

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D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G D 36 D3 G/ UG UG XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 /A / G /A / G /A / G /A / G G / A 5 6 5 5 5 5 5 6 6 6 6 G / G G G G G 5 U 5 X A D A U 5 U 5 A D A U U A U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 5U 65 AX /A D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G /A / G G / G G / / A 5 5 A A A 6 6 5 5 5 5 6 6 6 G / G U 5 X /A D G U 5 X /A D G U 5 X /A D G U 65 /AX /A G D G 5U 65 /A U A A U 5 5 D D X X D U 36 D3 G/ G UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 6 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 A U D U D X X 5 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A X G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG U XU 36 D G UG 3 / 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U A A U U 5 5 A D 5 A U D D X X 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G X U U D G U U X D G U U X D G X U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 XU AX D D UG 5U XU AX D D UG 5U XU AX D D U 5U X AX D D G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG 3 / /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 U 5 X A D A D U 5 U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG /A / G / G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU / G UG 365 36 /A G/ G UG 365 36 /A G/ G U 5 X A D A U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 G / / G D

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Chapters Unite!

Have you heard about regional chapter meetings (RCM) yet? They’re happening in the U.S. across each of our User Groups. This past summer, RCMs took place in Colorado, Kentucky, Minnesota, North Dakota, and Virginia! RCMs are full-day events, including educational sessions, networking opportunities, and sponsor presentations. With multiple local chapters combining efforts for these events, the content and knowledge shared have been amazing. Collaboration with local chapter leaders and guidance from chapter managers have made each event successful. Refreshments and facilities are funded by sponsors, and without their support, these RCMs wouldn’t be possible. Thank you to the following sponsors!

COLORADO

KENTUCKY

MINNESOTA/NORTH DAKOTA

VIRGINIA

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REGIONAL CHAPTER MEETINGS

U U D X A D 36 D3 G/ UG UG XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU / A A 5 5 /A G D G U 65 X /A D G U 65 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 /A / G A 5 5 6 6 G / U 5 X A D A D G 5U 65 U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A D 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A /A G G D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G /A / G G / A 5 6 5 5 6 / G G G 5U 6 A U 5 X U 5 A U 6 A /A D 36 D3 G/ UG UG XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG X /A / G /A / G / A 5 5 6 6 5 5 6 G / G G U 5 X A D U 5 A A U D U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 /A / G /A / G / G A 5 5 5 6 6 6 5 G / G G G 5U U 5 X A D A D U 5 U 5 A D U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G/ UG XUG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 /A / G A A 5 5 5 6 6 6 5 65 /AX /A G D G 5U 65 /AX G / / G G A U A U U A 5 5 5 U D D D D X X X U U U U X 3 D G U U X 3 D G U 36 D3 G/ G UG XU 36 D3 G/ G UG XU 36 D3 G 5U 65 AX /A D G 5U 65 A /A D G 5U 65 /A G/A G D UG 65U 365 /A G/A G UG 65U 36 /A G/A D 36 D3 G/ UG UG XU 36 D3 G/ UG XUG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU G / A A A 5 5 5 6 6 /A D G 5U 65 /A /A G G 5U 6 /A /A G U 5 X /A D G U 5 X /A D G U 65 D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D /A / G /A / G G / A A 5 5 5 5 6 6 6 6 5 G G / / G G G U 5 X A D A D U 5 A D U 5 U 5 A D U 6 A /A 36 D3 G/ UG UG XU 36 D3 G UG XUG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5 /A / G /A / G /A / G /A / G / A 5 5 5 5 5 6 6 6 6 6 5 G / G G G G U 5 X A D A D U 5 A D U 5 A U 5 U 5 A D U 6 A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG X 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A D X 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 /A / G /A / G /A / G /A / G /A / G A 5 5 6 6 5 5 5 5 5 6 6 6 6 G / G G G G G U 5 X A D U 5 A A U D U A A U U A U 6 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG X 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A D D 36 3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 6 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U G 3 G UG 65 36 /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A X X X G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG U XU 36 D G UG U XU 36 D G UG U XU 36 D G UG X 3 / 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /A G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G X X X U U U U D U D U X X X D D D G X G U X X G U U /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 XU AX D D UG 5U XU AX D D UG 5U XU AX D D U 5U X AX D D U 5U X AX D D U 5U X AX D D U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 A U D U A U D X X 5 5 D D X D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG X 3 / 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /A G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG X 3 / 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /A G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 U D D X 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG X 3 / /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /A G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U A A U U 5 5 A D 5 D D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG XU XU D 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 U A A U U 5 5 5 D D D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX U U D D X X G G U G U U /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ U 5U X AX D U 5U X A XU AX D D D G G U U 3 3 G UG 65 36 /A G/ G UG 65 36 /A G/ G U 5 X A D A D U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5 6 A / G 5 6 /A / G G D

peers

meet your axug peers

The D365UG/AXUG board of advisors has acquired three new community-minded professionals. We asked what they hope to accomplish for the User Group. Here’s what they had to say:

Jimmy Stewart | Director, Financial Operations at Shentel “I’d like to bring a public-company perspective to the board as well as the increasing complexities of audit requirements and internal control/compliance issues. And of course, selfishly, I’d like to continue networking and learn all I can about Microsoft Dynamics AX and how to use it!”

Jerry Kottelenberg | VP Information Technology at National Vision, Inc.

“I am a huge proponent of networking; it was one of the main reasons I was part of the original group that started the User Group so many years ago. My first goal is to continue working toward getting all Dynamics Customers to be part of the community to widen the base of knowledge and the sharing of experiences among all Customers. My second and just as important goal is to promote awareness with Microsoft of the User communities’ needs and desires as well as to assist Microsoft in providing relevant information back to our community. It’s great to be back as a Customer after so many years in the Partner channel!”

Lori Holmes | IT Manager at Hamamatsu Corporation

“Being on the board will allow me to dive deeper into the community. I love people and learning about them. I am a firm believer that we can always learn something new from new people we interact with. I very much look forward to helping the board and the community move forward.”

H2 2018 | 13

65 36 /A G G U 65 36 /A G G U 65 36 /A G G U 65 36 /A G G U 65 36 /A G G U 65 36 /A G /A D G U G U /A G U /A / U 5 X /A D G U 5 X /A D G U 5 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G X X 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5 D X 36 D3 G/ UG UG XU 36 D3 G UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 5U 65 AX /A D G 5U 65 /A /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G /A / G /A / G /A / G /A / G /A / G / A 5 5 5 5 5 6 6 6 6 6 5 5 6 / G G G G G G U 5 X A D U 5 A D A D U 5 U 5 A A U 5 D U A U 6 A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A / D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 5U 65 A /A G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / G G 5 6 /A / G D 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU AXU D36 D UG 5UG XU AXU 36 /A / G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G 5 G D 36 D3 G/ UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D UG 5UG XU AXU D36 3 G G / G G / / / G G / A 5 A A A A A 6 G 5U 65 G 5U 6 /A G 5U 6 G 5U 6 /A /A /A G 5U 6 G 5 6 /A / G /A G 5 U 5 X /A D 36 D3 G/ UG UG XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG XU AXU D36 D /A / G /A / G /A / G /A / G /A / G A 5 6 5 5 5 5 5 6 5 6 6 6 6 65 /AX /A G D G 5U 36 G / G G G G G U 5U X AX D U 5U X AX D U 5U X AX D D U 5U X AX D U 5U X AX D A U U 5 D X D D U U D D D D D G U X G U 36 3 / G G U 36 3 G G G U G U U G U 3 3 3 3 U X 3 D G 3 5U 65 AX /A D G 5U 65 /A G/A G UG 65U 36 /A G/A G UG 65U 36 /A G/A G UG 65U 36 /A G/A G UG 65U 36 /A G/A G UG 65U 36 /A G/A G UG 65 36 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D UG 5UG / G G / G G / / / G G / A A 5 5 A A A A 6 A 6 5 5 5 5 5 6 6 6 6 6 /A G U 5 G U /A G U G U /A /A /A G U G 5 36 /A / /A U 5 X /A D G U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG XU /A / G /A / G /A / G /A / G /A / G /A / G A 5 5 6 6 5 5 5 5 5 6 5 6 6 6 6 6 /A / G / G G G G G G G U 5 X A D U 5 A D A U D U A A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG XU AXU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /AX /A G D D X D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 6 /A / G G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D UG 5UG XU AX D3 D 65 36 /A 36 /A / G 36 /A / G 36 /A / G 36 /A / G /A / G /A / G /A / G G UG 65 36 5 5 6 6 5 5 5 5 G G G G G G G / A A U U A 5 XU X D D G U XU X D D G 5U XU X D D U 5U X AX D D U 5U X AX D D U 5U X AX D D U 5U X AX D D U 5U X AX D D U G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U A A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 UG 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 6 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D UG 5UG XU 6 3 / 3 / 3 / 3 / 3 / /A / G / G G / G G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U 5 X A D A D U 5 U 5 A D A U U A A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 D 6 3 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D 3 / 3 / 3 / 3 /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D 3 / 3 / 3 /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U A A U U 5 5 A D 5 A U D U D X 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U A A U U 5 5 A D 5 A U D D X X 5 D D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D 3 / 3 /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A U A A U U 5 5 A D 5 U D D X X 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U U A A U U 5 5 A D 5 D D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG U 5 X A D A U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G G G UG U XU 36 D3 G UG U XU /A / G / G G XU AX D G D 5UG 65U AXU /AX G UG 365 36 /A G/ G UG U 5 X A D 36 D3 G/ UG UG XU 5U 65 AX /A G G UG U XU /A / G G XU AX G UG D

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14 | D365UG/AXUG Magazine

Lyrics from this popular ’80s song by “The Clash” came up while we were deciding on this issue’s theme and are a great example of how people are feeling these days in terms of their Microsoft Dynamics AX solution:

“Should I stay or should I go now? If I go, there will be trouble And if I stay it will be double So come on and let me know…” We talked to three User Members of D365UG/AXUG about each of their unique situations. We hope by sharing their stories, you’ll reach an answer to your upgrade questions!

Omnia Group/Protea Chemicals Sanet Van Schalkwyk, Group Controller – Financial Systems

Omnia Group has worked tirelessly for three years on implementing Dynamics AX 2012 R3 at their Protea Chemicals and Bulk Mining Explosive divisions and has just gone live with 850 Users across five countries. With all that said and done, they know they need to migrate to Microsoft Dynamics 365 in the long-term, but because of a few unique factors affecting their business, they need to split up their instance and plan for migration in chunks. Omnia has recently concluded two acquisitions resulting in an increase of future implementations across the globe from 21 countries to 43 countries, so depending where in the world the business is situated, the likelihood of implementing directly on Dynamics 365 is high. They will, however, start with smaller deployments as this is a good way for the team at Omnia to get exposed to the new features and functionality. “A big portion of our team has been working solely on Dynamics AX 2012 over the past three years,” Sanet explains. “Having smaller deployments will help them get up to speed on the product and see how it can help Omnia as a whole moving forward.” Reasons to stay: »» Omnia is headquartered out of South Africa, and data cost there is very expensive compared to Europe and the U.S. »» Network issues in South Africa »» Amount of development done to their current Dynamics AX 2012 instance would be very difficult and time-consuming to replicate in Dynamics 365 »» Time and money already invested in training Users on Dynamics AX 2012 “There is talk of a data center going up in South Africa in 2020, but we want to give Dynamics 365 onpremises some time to stabilize a bit before we make the leap,” Sanet shares. The User Group and Microsoft have been supportive of Omnia’s unique situation, and although the whole of the company will be staying with Dynamics AX 2012 for the time being, they understand the nature of change that affects technology. “You have to make your decisions based on what you know at that time. You can’t see into the future,” Sanet advises. “With that, I would recommend not planning too far ahead because you don’t know what changes are coming. And then you need to be willing to revisit your decision when new information presents itself.”

Staying on Dynamics AX 2012… Kind Of

H2 2018 | 15

Kurt J. Lesker Company Tom Dockstader, Global IT Manager

Kurt J. Lesker Company is undergoing a migration from Dynamics AX 4.0 to Dynamics 365. Tom Dockstader shared three major factors that played a role in their decision to go: »»Making sure the company was ready: They needed to make sure they had enough resources and time to invest in the upgrade. Their company is also affected by their market and whether they’re experiencing an uptick or downslide had to be taken into account. »»Making sure the product was ready for them: “We were strongly considering Dynamics AX 2012 RTM a few years ago. Our business was ready for the transition, but the product wasn’t there yet. It was limited in its localization capabilities, so we made the decision to wait,” Tom explains. » Realizing how cloud capabilities could revolutionize their business: Kurt J. Lesker has eight facilities on three continents plus additional outside salespeople, so the cloud, along with a true CRM system, will transform their business when it is implemented correctly. At the time of this interview, Kurt J. Lesker was right at the tail-end of detailing requirements and handing that over to their developers. There are still a lot of gaps in the product where they will have to reimplement modifications from the old system, and some of Microsoft’s integration strategies leave a lot to be desired. They have been taking the time to redesign business processes to get the most value out of the effort. The next step will be testing, and their goal for go-live is early 2019. Tom and his team underwent an implementation before, so they were aware of the amount of work involved. Last time, they took an incremental approach over many years, adding legal entities and new functions in small chunks. This time, they need to all migrate over at the same time. “We didn’t fully comprehend the additional level of commitment and communication this approach takes to make sure everyone is on board and knows where we’re at in the cycle,” Tom shares. “This migration affects more than 400 people spread out across the globe, so, no pressure!” Tom is thankful for his team of passionate and dedicated middle managers across the organization who have been part of the core implementation team. Weekly communication with this cross-functional team ensures there are no silos across the business and the right feedback gets to the right people in planning their Dynamics 365 deployment. “I’ve heard upgrade stories where companies are 100 percent focused on the ERP implementation, but not on the day-to-day business as well as 100 percent focused on day-to-day business, and not enough on the ERP that fail,” Tom explains. “Our approach is to straddle that fence and make sure to account for the business as well as the solution’s capabilities.” Although the go-live date in March 2019 is their goal, Tom is making sure they’re not artificially imposing an arbitrary deadline. “We don’t want to go live early and then have to fix problems that come up. We have to work out the bugs first to ensure our system is as stable as it can be,” Tom concludes.

Midway Through Dynamics 365 Implementation

Magpul Lindsay Garcia, IT Manager

Magpul upgraded from Dynamics AX 2012 R2 on-premises to Dynamics 365 earlier this year in a matter of seven months. In their market, once they decided to go, they had to go fast. Three factors affected their decision: »» Timing is everything: Magpul is affected by a politically-driven market, enduring dramatic changes and shifts during the year. Because the election timeframe was around the corner, Magpul knew if they were going to upgrade, 16 | D365UG/AXUG Magazine

Gone and Went in Record Time

they had to do it now or else wait four years. »» Old servers: They definitely couldn’t wait four years because their servers were more than five years old and struggling to keep up. They would have to account for and invest in updated hardware if they decided to go on-premises. »» Latest developments: After Summit EMEA 2017, Lindsay realized Microsoft has zero access to cloud data, which shifted her view of the cloud. Magpul set out for their upgrade, but when we say upgrade, we actually mean a full-blown re-implementation, and this was because of a few things: »» Again, timing is everything, and with aggressive goals to finish the upgrade in five short months, reimplementation was the way to go. »» Magpul saw this as an opportunity to weed out the old and/or garbage data residing in their Dynamics AX environment. They were able to meld that old data in a data warehouse with a table structure, allowing for complete business intelligence reporting. Magpul also had a few issues they wanted to clean up from their original go-live of Dynamics AX. Lindsay attributes their success to a major focus on change management. With such a quick timeline, they had to get their Users on board—and fast. “This is where you guys come in,” Lindsay shares. “We really had to empower our subject matter experts by feeding them as much knowledge as possible. At last year’s Summit, we brought 14 people to dive into pre-Summit Academy courses and completely immersed them in the product. The User Group was such a catalyst in getting our SMEs up to speed so we could drive home on our aggressive timeline.” Blazing the trail lends itself to a few bumps in the road, some of which Lindsay wants to share with fellow Users: »» Just because your ISVs are on AppSource doesn’t mean they are ready. We tried to finish implementation in five months, but we couldn’t get there because three of our ISVs weren’t yet compatible. »» We’ve had to learn a lot about scanning equipment and printers on a cloud solution.

»» We knew we wouldn’t have access to SQL database, but thought we would have OData, so we’ve had to do additional planning around accessible data for reporting.

»» Data migration took way longer than we expected it to. We had to understand data flow and

how it works together. Magpul has been live on Dynamics 365 now for six months, and although they’ve experienced significant performance issues due to under classifying themselves during setup, Microsoft has been very involved and bumped them up to a higher tier to account for an increased number of transactions. “Things were a little rough out of the gate, but all things considered, we’re dealing with issues and learning curves that inevitably come with a speedy upgrade like ours,” Lindsay concludes. D365UG/AXUG

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H2 2018 | 17

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XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U A A D U 5 U 5 5 X A D A U D U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D 3 / 3 / 3 / 3 /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U A A U U 5 5 A D 5 A U D U A U D X X 5 5 5 D D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U A A U U 5 5 A D 5 A U D U A D X X 5 5 D D X D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D 3 / 3 / 3 /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U U 5 X A D A D U 5 U 5 A D A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D 3 / 3 /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 6 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A U 5 X A D A D U 5 U 5 A D U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A / G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U U 5 X A D A D U 5 U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX G UG 365 36 /A G/ G UG 365 36 /A G/ G UG U 5 X A D A U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G G G UG U XU 36 D3 G UG U XU /A / G / G G XU AX D G D 5UG 65U AXU /AX G UG 365 36 /A G/ G UG U 5 X A D 36 D3 G/ UG UG XU 5U 65 AX /A G G U G U XU /A / G G XU AX G UG D

MEMBER PROFILE

Humans of

MEMBER Jimmy Stewart

When you’re not at work, what are you doing?

COMPANY Shentel

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

JOB ROLE Director of Financial Operations

MEMBER SINCE 2012

VOLUNTEER PROFILE 2017 Ruby Award Winner

D365UG/AXUG Board of Advisors

Summit Planning and Programming

18 | D365UG/AXUG Magazine

Traveling, hiking, golfing, and trying out wineries and breweries with my wife.

My wife and I love to travel together, so more time and money mean more opportunities to travel! I think it would be fun to open a small winery, too.

What are some small things that make your day better? Going for a walk with my dogs, prayer, and a good cup of coffee.

What version of Microsoft Dynamics AX are you on, and why does it work for you/your company? R2, CU7. We like having Microsoft Dynamics AX on-premises. We migrated to CU7 from RTM in 2014. It’s running well and quite stable.

What is your favorite thing about the D365UG/AXUG community?

Networking!

Chapter Leader

Volunteer Committee Member

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

Partner Showcase

COMPANY Episerver

INTERVIEWEE Karen Chastain, Senior Director, Global Alliances and Partners

WEBSITE www.episerver.com

HEADQUARTERS Nashua, New Hampshire

LOCATIONS U.S., Sweden, Australia, Europe, and APAC

YEAR FOUNDED 1994

COMPANY SIZE 500-1000

20 | D365UG/AXUG Magazine

piserver has prided itself on empowering digital leaders to embrace disruptive, transformational strategies and provide standout experiences to their Customers since 1994. In 2015, Episerver and a New Hampshire-based CMS company, Ektron, merged to begin forming the Episerver known today. The company combined its software into the Episerver Digital Experience Cloud™, which brings forth content, commerce, multi-channel marketing, and predictive analytics into one platform to work intuitively and seamlessly for businesses online. Episerver works with more than 880 Partners worldwide that sell and implement their solutions. These Partners typically range from being global system integrators to digital agencies specializing in specific industries. The Partners will identify Customer needs ranging from refurbishing their website all the way to implementing a complete digital transformation strategy.

AXUG®: Tell us a little bit about your solutions. Karen Chastain (KC): Episerver is a single platform that puts digital content, digital commerce, and digital marketing on one screen. We allow Users to easily manage their digital presence on all kinds of devices—the web, mobile, etc. With the support of automation and artificial intelligence working in the background, Episerver Users can easily present individualized content and product selections in multiple channels. It’s one unified solution on a single platform, versus having separate solutions for each need such as content, commerce, email, site search, personalization, and more. With a single platform, Episerver Users can see and act on the entire Customer journey from first click to repeat visits. AXUG: Can Customers use one service or must they bundle? KC: Yes, absolutely. The Episerver Digital Experience Cloud is our solution in one platform in Azure, but you can use the content management, commerce, and personalization engine as standalone, powerful services. You can start small, and it can grow with your company, which is a real benefit to growing companies and those with specific needs. If you’re not a company that wants to transact online and that’s not in your road map, then you wouldn’t purchase commerce. If in the future you decide to put a catalog on your website or take that extra step and go direct to consumer, you have the choice to bring on commerce and do it quickly and efficiently. We are that commerce and content solution for Microsoft Dynamics by enabling Microsoft Dynamics Customers to easily launch websites and commerce sites in the cloud that connect to their back office.

AXUG: You work with Partners all over the world. What is your Partner model? KC: We have a network of more than 880 Partners worldwide who sell and implement our solutions. The Partner program is modeled to achieve different levels based on Partner competency around sales and certifications. The tradeoff for Partners is different discounts and exposure based on their levels. Beyond that initial model, we manage Partner reviews twice a year, we have Partner awards, and we have a Partner portal where Partners can get all their content resource tools that they need to be successful as a Partner. We also have Partner sales managers worldwide that manage Partners and help sell with them and connect them to sellers and deals. We recently hired a Partner sales manager dedicated to working with Dynamics Partners.

“Episerver is the missing piece in the puzzle for Microsoft Dynamics Customers seeking true business transformation through marketing agility, Customer engagement automation, and digital commerce. Made to Engage is a proud Episerver Partner, focusing on delivering time to value to our joint Customers.” Steven Cassin, Managing Director, Made to Engage

What Dynamics Partners can expect is you don’t have to sign up as an Episerver Partner to work with us. The value that we bring to Dynamics Partners is that we can be another tool in their toolbox to offer Customers. If they’re pitching to a Customer that needs a commerce solution or needs a content management solution, they can come to Episerver. If they don’t want to be the Partner that implements it, they could either use Episerver expert services or they could partner with one of our Partners to do that implementation. We have a lot of Dynamics Partners we work with who have decided to bring on that digital marketing experience into their wheelhouse, and in turn they do offer both Episerver and Dynamics as solutions they sell. However, that’s not for everyone. What we really want Dynamics Partners to know is Episerver is here as a solid Microsoft Partner they can feel confident in offering their Customers. AXUG: Tell us more about your annual event, Ascend. KC: Ascend is our worldwide User and Partner conference. The three-day conference was held in March this year in Las Vegas where we brought in Customers, prospects, Partners, analysts, press, experts, and leaders together to learn how to use the products, hear about new features and functionality, get inspired, and network. We continue that theme throughout several cities worldwide where we have one-day events for Customers and Partners who can’t travel to the U.S. for the conference. We are also going to be a sponsor at Summit in October!

AXUG: What should Users or Partners expect to see from you in the next year? KC: Episerver Commerce is now on Microsoft AppSource, so if they want to go and check it out and get a free trial they can. We will be doing events like the ones mentioned, and we will have built out some more material that allows Customers to see how the connection works without having to get an in-person demo. We will be building supporting marketing materials that will showcase the seamless integration so that Customers can see how it works before they dive in deeper. AXUG: What is your favorite part about the AXUG Community? KC: The relationship we have with Dynamics Partners is a little different than what we have with some other independent software vendors (ISVs) and Partners. We have a connecter that bolts on top of Dynamics that allows the Users to easily connect their back office with their website and commerce. The Dynamics User base is an extension of something we want to offer. We worked with Microsoft to really market this solution so that the Dynamics community knows it’s available and highly viable. The reason why we joined the User groups is primarily because we wanted to tap into the space more and make ourselves known to the base to help them deliver standout experiences. Also, the ability to see what kind of questions come up in the commerce area and to see what Customers are asking for is so helpful to us. Our product management teams monitor the discussion boards to see what’s going on in the Customer community. D365UG/AXUG

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feature

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“The price of doing the same old thing is far higher than the price of change.” – BILL CLINTON

story by Nicole Zhou, Mountville Mills, Inc., D365UG/ AXUG User Member

emember when you just started driving? You were cruising on the interstate following another vehicle, and all of sudden you thought, “Why am I going so slow, why am I stuck behind this car, there are other lanes open, I want to get to my destination sooner…” We have been using this system for years, and I know exactly how to use it to get my orders entered. One day, you complain, “I am clicking so many times to get this big order entered, I wish the system could do...there have to be better and faster ways…” You are on the right thought process: Yes, there is always an easier way, a smarter tool to better support you. But are you the one who is going to make that step and do something about it? Are you the one who is willing to face the uncertainty, temperoliy lose control, take on more work? “I’ve never changed lanes to pass a car before. It’s scary. What if there is a car coming behind me and hits me, what if…I’m safe where I am so I don’t really have to change lanes, right…?” Finally you can’t stand it anymore, you press on the gas, and the next thing you know, you are on the next lane with no car in front of you. You see all the available lanes wide open. You can stay in this lane, you can move over, you have options. Furthermore, you are way ahead, and that car that was in front of you slowing you down has disappeared in your rearview mirror. The same battle goes around when it comes to doing something about legacy systems. “Our system is fine. I get my orders in, customer payments posted, notes added...But how can I get my work done faster, how can I lower my overhead? I need to see more information, but it is nearly impossible. Maybe it is time to change? If we do, oh my gosh, I have to re-learn, deal with problems after problems, re-teach my people, and what if it is not worth it!” Finally the management made the decision and purchased an ERP system. Two years later, you make a statement, “I realize I now have fewer people in my department inputting twice the number of orders…what else can we do to improve?” H2 2018 | 23

In 2005, our company was still on green-screen software. We decided not to be handicapped and purchased our first ERP system: Microsoft Dynamics AX. It provided an environment for us to write custom code and made things happen. We moved all existing features to Dynamics AX and went live in three months. The User interface was nothing alike. Everything we did from entering orders to posting payments had no similarity. We had problems, frustration; it was unforgettable for months. Once the dust settled, we evolved, and you know what, a few years later, we saw the need to incorporate the more recent version, so we did it again with no hesitation. Today when I look back, even though we are not utilizing Dynamics AX 100 percent, it was worth of every moment of frustration getting out of the green screen. We are now scalable!

P.E.O.P.L.E After going through multiple implementations and working with system projects every day, I realize the key is “PEOPLE”, not the technology. I love what I do and would like to outline and share my learning. PLAN Planning can be from multiple perspectives. Here I focus on building the team. You need a diversified team consisting of a project manager who interacts with the stakeholders to make difficult decisions, department representatives who know the process and will become your testers, business analysts who document, bridge and communicate, and technology consultants (not necessarily the developer) who provide technical feasibility and guide you to minimize customizations. If you can, choose employees who you know are candid and are not afraid to say no. They will spark your thinking and creativity. You may think they are your enemy; rather, they are your long-term friend.

“When you’re finished changing, you’re finished.”

– BENJAMIN FRANKLIN

ENGAGE Communication, communication, and communication! Keep people informed of the progress and changes, allowing them but limiting suggestions. Choose your platform for documenting progress, Excel, Microsoft Project, Trello, Jira; try to keep it simple and on one platform for most audiences. Don’t spend too much energy here. Changes impact people, which is your biggest asset. Allow employees plenty of time to know, understand, and learn the new way. Provide consistent training (one-on-one, if possible) and be patient. OPPOSITE Think the opposite! The perfect way you have always been doing things is probably no longer the best option with today’s technology. Constantly question your subconscious reactions and consciously change some of them. The beauty of having a new ERP system is enjoying potentials of doing things in more flexible ways. Here is an exercise for you: During a storm, cows run away from the storm while the buffalo charges toward it and gets through it quicker. Are you a cow or a buffalo? PRIORITY Those who have gone through system changes, small or large, know that it’s never 100 percent, at least not on day one. In my opinion, 85 percent is a darn good result. I’m not saying not to drive for perfection; in reality there is a higher cost of dancing between old and new systems. That’s a whole separate topic. Here, we must use that diversified team to identify and rank the importance of each process and feature. Make sure the mission-critical ones are incorporated and well-tested. Engage others by informing the expectation of day one and then plan thereafter.

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LEARN Your project manager must oversee learning what and how the new system works. The whole point of changing is to let go of the old way and find new ways to become more efficient. Trying to adjust the new ERP system to how you have been doing things will only handicap you from growing. Of course, it is impossible to learn it all by implementation time, so this learning is ongoing. Encourage your team members to explore as well and praise them for their contributions. From personal experience, once you perform this learning exercise a couple of times, you will enjoy the accomplishment so much that you naturally look for new opportunities. EVOLVE Changing does not end after the implementation, even if it is 100 percent done. In many ways, that’s just the start. You now see what’s ahead of you, you see the possibilities, you start to evolve. A couple of years later, you realize that you need to change lanes again, repeating the cycle all over. That’s challenging yet very exciting and rewarding. Don’t be afraid to change lanes and pass; upgrade from the legacy system. What you learn through the process and outcome will make you a better person, better employee, and of course, a better company. D365UG/AXUG Nicole Zhou is a senior business analyst at Mountville Mills, Inc. She can be reached at Nzhou@mountville.com.

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hello@indusa.com H2 2018 | 25

L VO UN

Shelby Wright | Senior Business Analyst | Leatherman Tool Group

TE ER ER RN CO

Who do you follow on social media right now and why?

I am not a big social media consumer, but I do follow Satya Nadella, Bill Gates, and Mary Barra on LinkedIn. The first two have an obvious connection to my Microsoft Dynamics AX career. Mary worked her way up from co-op student to CEO of General Motors, the first female CEO of a global automaker. I admire that.

What is on your desk? Very little! I hate clutter. I have a mug on a coaster, a pen and notepad, a box of tissues, and maybe a document that applies to work I am doing. MEMBER SINCE 2015

Are you going to Summit Phoenix and why? Absolutely! First, I am presenting. But more importantly, I think it is hands-down the best training value out there. And Dynamics AX is a small world: It is fun to reconnect with former co-workers and companies I see every year at the event.

What do you do when you’re not at work? I have an 1888 house, so I am in a perpetual remodel. I love to garden and exercise my rescue dogs, and I have been doing yoga for years.

What is the best advice you’ve ever received? “No one will ever pay you more than you think you are worth.”

What is your favorite volunteer activity in the AXUG® community and why?

N U L

E E T

R E N R CO

I enjoy being a chapter co-leader. It is fun to think of what information would add value for the Oregon group and to connect with more Users in the area.

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Microsoft Showcase

Muhammad Alam General Manager of Microsoft Dynamics 365 Finance & Operations Upgrades: A Thing of the Past

Muhammad Alam is the general manager of Microsoft Dynamics 365 Finance and Operations and Dynamics 365 for Retail at Microsoft. He’s been working with Microsoft Dynamics AX, Axapta as it was called then, since Axapta 3.0 in 2005. For some time, he ran the Dynamics AX and Microsoft Dynamics CRM consulting practice for the U.S., Canada, and LATAM. Dynamics 365 launched two and a half years ago and is seeing tremendous success in the market. Muhammad sat down with D365UG/ AXUG to share what they’ve been busy with this past year as well as how current updates to the product change everything for Customers and Partners.

D365UG/AXUG: What have the past couple years been like for you and the Dynamics 365 product? Muhammad Alam (MA): In just two years, we’ve seen phenomenal success. We set aggressive targets and what we set in year one, we blew out of the park. Year two was even better. We are exceeding expectations across number of Customers, number of Customers live on the service, and number of active Users on the service. At launch, we intentionally targeted new Customers, but since then we have released automated code and data upgrade tools and are now seeing more and more of our existing Customers on Dynamics AX 2009 and Dynamics AX 2012 moving forward with Dynamics 365. While the first two years have far exceeded expectations, based on what we see in the market, we believe our momentum and pace are only increasing. We are looking forward to a great year three this year.

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D365UG/AXUG: What have been the areas of priority during this time of growth and into today? MA: I like to segment this into three core areas of priority. One is a non-negotiable, and that is a lot of investment into fundamentals of the product: Investment to continue to improve our performance and reliability, User experience, compliance, and overall supportability so Customers can have a great experience on our service. When we launched the service, we launched it at a 99.5 percent financially backed SLA. Earlier this year, based on our performance, we increased that commitment to 99.9 percent. The second core area of investment priority for us is analytics and intelligence. By embedding analytics and intelligence across the application, we are enabling Customers to digitally transform without having to think about intelligence as a separate phenomenon. Intelligence is wrapped around everything that we do within Dynamics 365, and our Customers get it with our business applications. Finally, there’s a strong focus on adding features and additional capability in the application. A great example of this is what we announced at Summit EMEA in Dublin, teaming up with Partners to provide additional capability natively within Dynamics 365. We are doing this both inorganically, as we announced at Summit, and organically.

D365UG/AXUG: That is exciting stuff! Who are those Partners, and what types of capabilities are being added for the fall and spring updates? MA: In Dublin, we announced our partnership with the following Partners to bring specific capabilities into the core product: Armanino for

Four out of five new enterprise Customers, 80 percent on Dynamics 365, are choosing the cloud over on-premises.

revenue recognition, Blue Horseshoe for advanced WMS and TMS, and Tyler Technologies for public sector. Since then, we’ve also announced Fullscope for process manufacturing and catch weight for process and DXC Technology (Sable37) for enterprise credit management. D365UG/AXUG: How do you decide on these areas of priority? MA: Investments we’re making are informed by feedback we get from our Customers. We’re taking feedback through multiple channels such as one-on-one Customer interactions, feedback from our FastTrack architects, feedback from our Ideas portal, and our Customer and Partner advisory boards as well through in-app feedback we get directly from end Users. All of this helps us prioritize what we work on next. A great example of this is the set of usability enhancements that are part of our October ’18 update, which is based entirely on in-app feedback from existing Customers. D365UG/AXUG: Taking a step back on versions, what has been the release model to this point? What is it going forward? MA: Prior to launching Dynamics AX 7.0, our first version on the cloud, we were roughly on a three-year planning and release cycle. That’s all history now. Since we launched Dynamics AX 7.0, we have been releasing updates approximately every six months. We have since added more discipline and predictability to the updates by committing to our Customers that they can expect those updates specifically in April and October of every year so that they can proactively plan for any related activities. The big shift we made with our April ’18 update was the move to extensions as the only model for extensibility in the application. Going forward, this will significantly reduce overall total cost of ownership by making the process of making Microsoft updates seamless and without any rework or additional work outside of the validation that we still recommend. D365UG/AXUG: Ah yes, the extensibility model. Tell us more about how this changes things for Customers and Partners. MA: Our focus for 8.0 was to stop allowing for over-layering and completely move to an extensibility model. This has been in place since we launched the cloud service, but now using this model is the only way you can customize the application. This represents a significant advancement for our Customers, but let me start with what this doesn’t change:

DOESN’T CHANGE: Customers will continue to have unparalleled flexibility to make the application their own, just in a different way. DOES CHANGE: For Customers: This allows us to confidently say, once Customers are on 8.x, that it will be the last ERP upgrade they will ever have to do. From that point on, we can keep your ERP service evergreen. Even though you have extensions on top of it, we can continue to update the platform and app as we provide it in a way that ensures continuity. From here on out, Customers can do updates versus upgrades. Any new features and functionalities we introduce will become a feature flag that Customers can turn on according to their schedule. The total cost of ownership (TCO) becomes so much better. For Partners: We have been working with ISVs for more than two years on preparing for this new model. There’s an up-front cost for these companies to change from over-layering to extensibility, but once they commit to that vision, they won’t need to make updates every time we release a new version. They can instead focus on the impact their solution has for Customers. For Partners, this has the same TCO benefit as our Customers as previously they had to maintain, and in some cases, release compatible versions at the same time we released an update. This created more cost for them and a delay for our Customers. D365UG/AXUG: Now that there is more confidence in making the leap, what are some of the key advantages you are seeing from Customers who are embracing the cloud? MA: The biggest thing is the acceleration of time to value. Customers buy a subscription, get a fully functional environment right away, config and migrate data, and consequently see value a lot more quickly. Additionally, the value can then easily scale alongside your organization as you add more business processes or more businesses in an elastic fashion. Beyond that, there is a definite benefit in letting Microsoft take care of monitoring and scaling your system as needed. If your company peaks at certain times, you don’t have to worry about the computing power behind it. We monitor, scale, manage the services, and watch telemetry. Outside of the speed to value, in today’s world, security and privacy are of utmost importance and a huge concern for most organizations. The amount of energy we spend ensuring your data is secure is phenomenal. Customers are realizing that the benefit of having Microsoft do it with its significant resources and expertise far outweighs what they can do internally. We have had examples where as Microsoft we were able keep our Customers’ mission-critical processes H2 2018 | 29

running while some of the same Customers were unfortunately impacted by some of the incidents on their in-house applications. Finally, the aspect of continuously being current in the cloud is of a significant advantage to our Customers. They no longer have to set aside huge budgets every few years to upgrade. Yet they still benefit from intelligence, usability, and capability improvements we release twice a year, essentially at no cost. D365UG/AXUG: Are some industries or geographies more apt to choose the cloud over on-premises? MA: According to our stats, four out of five new enterprise Customers are choosing the cloud over on-premises options. People are simply preferring to move to the cloud today more so than they were in the past. In a recent CIO survey, ERP replacement for 2018 is one of the top three priorities for CIOs, and the same survey highlights that there is now a much bigger preference to move to the cloud than there had been in the past. Today, we see this shift across industry, at least for Dynamics 365. There isn’t one that stands out more than others—retailers, manufacturers, and service-based companies— are all looking at the cloud the same way. Regions may differ slightly, though. For example, we launched

Dynamics 365 on-premises last year because of feedback from certain European Customers who absolutely wanted on-premises at the time. However, discussions even in those regions are now more about being in the cloud than being on-premises. That said, as Microsoft, we believe offering our Customers choice is a key value proposition, and we remain committed to our on-premises product as well. D365UG/AXUG: Very interesting. It’s amazing what just two years can do! Is there anything else you want Customers and Partners to know? MA: It’s an exciting time to be a Dynamics 365 Customer or Partner. Dynamics 365, across all its business applications, the Power Apps platform, and Power BI and common data service, on top of Microsoft Azure with deep integration with Office 365, provides unparalleled value. Dynamics 365 specifically within that family has been hugely successful. We are very thankful to all our Customers and Partners and are super committed in helping them through their respective digital transformation initiatives to achieve even more. In Dynamics 365 we’ve had an exciting two years, but I’m even more excited about the next couple of updates landing soon. I can’t give you much more detail on that yet but stay tuned! D365UG/AXUG

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5U 65 AX /A G D G 5U 65 A /A G D G 5U 65 A /A G D G 5U 65 A G/A G UG 5U 65 A G/A G UG 5U 6 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG 5U 65 A /A G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU A 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D 36 D3 G/ UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A G G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G D 36 D3 G/ UG UG XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 /A / G /A / G /A / G /A / G A 5 6 5 5 5 5 5 6 6 6 6 65 /AX /A G D G 5 G / G G G G U A 5 A U U A D A U U A D U 5 5 X 5 5 D D D X D X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 5U 65 AX /A D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A /A G G 5U 6 /A / D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU /A / G /A / G /A / G /A / G /A / G A 5 5 5 6 6 6 5 5 5 5 6 6 6 G / G G G G G U 6 /A /A G U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 6 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A X X X U U D G U U X U D G U U X U U D D D D G X U X X X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ XU AX D D UG 5U XU AX D D UG 5U XU AX D D U 5U X A X D D U 5U X A X D D U 5U X A X D D U 5U X G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G X X X G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG U XU 36 D G UG U XU 36 D G UG U XU 36 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A X G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG U XU 36 D G UG 3 / 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G X G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG U XU 36 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG 3 / /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 U 5 X A D A D U 5 U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG /A / G / G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU / G UG 365 36 /A G/ G UG 365 36 /A G/ G U A A U 5 5 D D X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 /A / G / G XU AX D G D 5UG 65U AXU /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 U 5 X A D U D 36 D3 G/ UG UG XU 36 D3 G 5U 65 AX /A D G 5U 65 /A G UG U XU 36 D3 G UG /A / G / XU AX D G D 5UG 65U AXU / G UG 365 36 /A G/ G U 5 X A D 36 D3 G/ UG UG XU 5U 65 AX /A G G UG U XU /A / G G XU AX G UG D

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he D365UG/AXUG Open Forum is a place where connections are made and questions are answered. With more than 20,000 discussion posts, the D365UG/AXUG online community allows fellow Microsoft Dynamics AX/ Dynamics 365 Users to share best practices, tips and tricks, and general knowledge with their peers. Highlighted below 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.

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65 36 A G G U 65 36 A G G U 65 36 A G G U 65 36 /A G G U 65 36 /A G G U 65 G / G / / G G / G / D UG 5UG XU AXU D36 D UG 5UG XU AXU D3 D UG 5UG XU AX D3 D UG 5U XU AX D3 D UG 5U XU AX D3 D U 5U 365 /AX /A G D G 5U 365 /AX /A G D G 65U 365 /AX /A G D UG 65U 365 /AX G/A G D UG 65U 365 /A G/A G D UG 65U 365 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 365 /AX /A G D G 5U 365 /AX U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D G U AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /A G/A G UG 65U 365 /A G/A G UG 65U 36 /A G/A U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D G 5UG XU /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 365 /AX /A G XU 36 D G UG U XU 36 D G UG U XU 36 D G UG U XU 36 D G U U X 3 D G U U X 3 / 3 / 3 / 3 / G G U 6 3 / G G U G G G D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5UG 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G G 36 G U 3 3 G G G U U 36 U 36 G U U 3 G 5U 365 /AX /A G D G 5U 365 /AX /A G D G 5U 365 /AX /A G D G 65U 365 /AX /A G D UG 65U 365 /AX G/A G D UG 65U D G U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D 5U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /A G/A G D UG 65U 365 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D G 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 365 /A U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D G U AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /A G/A G D UG 65U 365 /A G/A G UG 65U 36 /A G/A U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D G 5UG XU /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 365 /AX /A G XU 36 D G UG U XU 36 D G UG U XU 36 D G UG U XU 36 D G UG U XU 3 D G U U X 6 3 / G G U 3 / 3 / 3 / 3 / G G G G D G D 5UG 65U AXU /AX D G D 5UG 65U AX /AX D G D 5UG 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G G G 36 3 3 G G U G U U 36 G U U 36 U 3 G U G 5U 365 /AX /A G D G 5U 365 /AX /A G D G 5U 365 /AX /A G D G 65U 365 /AX /A G D UG 65U 365 /AX /A G D UG 65 D G U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D 5U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 G U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D G 65 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /A U U X D G U U X D G U U X D G U U X D G U U X D G U /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ U 5U X A D U 5U X A D U 5U X A D U 5U X A D U 5U X XU AX D U 365 D36 G/A G UG XU 365 D36 G/A G UG XU 365 D36 G/A G UG XU 365 D36 G/A G UG XU 365 D36 G/A G UG G /A D G U 5 X /A D G U 5 X /A D G U 5 X /A D G U 5 X /A D G U 5 X /A U U U U X D G U D D D X D X X X X G UG 365 36 /A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG A U 5 U 5 A A U U A D A U 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5 D G U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D G U U X 3 D 5U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /AX G/A G D UG 65U 365 /A G/A G D UG 65U 365 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG U XU 36 D G UG XU XU 36 D G 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 365 /AX /A G D G 5U 365 /AX /A G D G 5U 365 /A U U X U U D G U U D G U D D X D X X X /A G/ G UG 365 36 /A G/ UG UG 365 36 /A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ U 5U X A D U 5 X A D U 5 X A D U 5 X A D U 5 X XU AX D U 365 D36 G/A G UG XU 365 D36 G/A UG UG XU 365 D36 G/A UG UG XU 365 D36 G/A UG UG XU 365 D36 G/A UG UG G /A D G U 5 X /A D G U 5 X /A D G U 5 X /A D G U 5 X /A D G U 5 X /A U U D G U U X U U X D D D D X X X X G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG U 5 X A D A U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5

logo find the

Congratulations to Abby Drummond from Schaefer Systems International, Inc. for

The hybrid model requires that a large amount of data consumed by the budget planning process is converted from AX 2012 to D365. Using DIXF, our chart of accounts, advanced rules, projects, and employee data are brought across to D365. The inability to integrate employee data from a third-party HR system was one of the hurdles that stopped us from deploying the Budget Planning module in AX 2012, so this was a big win. Another piece of functionality lacking in AX 2012 that prevented us from deploying budget planning was the ability to publish a complex formal budget document. While this functionality is still not as straightforward as we would like it to be, Microsoft and Tyler Technologies are continuing work toward a budget narrative text editor solution that can be neatly pulled into a published budget report. This functionality is paramount to our successful use of the product. The feedback we received from other Users as we showcased our budget planning deployment at Summit last year echoed this, and Microsoft was listening, so our confidence in a solution is high. Although one of the most significant changes for the City with the deployment of D365 is the move to the cloud, we certainly aren’t new to the cloud computing concept. While we’ve not used hosted cloud technology for major applications until more recently, our technology environment has been completely virtualized in a hyper converged, virtual server platform for quite some time. The “cloud” itself isn’t really a deterrent for this change. We’ve become comfortable with cloud-based computing through studying the experiences of others, learning from our own experiences, and working to clarify and mitigate risks through the service levels and protocols documented in our service agreements. Moving to the hosted D365 environment brings with it a whole new way of interacting with our systems as well as our implementers. Microsoft’s Life Cycle Services (LCS) collaboration portal provides the framework for a guided implementation process. While this tool was somewhat of an optional component of the AX 2012 environment, its use is required in the deployment and management of D365. Through our FastTrack engagement, Microsoft technical resources were available to help walk us through a guided implementation plan in LCS. They supported us in workshops and ensured the necessary steps were taken to bring our deployment configuration into the production environment. The LCS portal provides us with a location to document and manage our system’s configuration, track changes, provide an audit trail, and communicate with Microsoft for support needs. This has been an opportunity for us to put an increased level of structure around the management of our Microsoft Dynamics environments by enforcing standard protocols for working with them. As a new tool, our use of it continues to improve and evolve over time. We’re working to get multiple staff familiar with LCS so that our in-house knowledge is deeper. In addition, the benefits of the repeatable processes that are made possible through LCS create efficiencies in the support of our Microsoft Dynamics environment. We like what we see in LCS and suggest that familiarity with it prior to a transition to D365 is beneficial. And in the end, it’s just another rollout of a critical business system that comes with great challenge and great reward. What made the most significant difference with this deployment was not the business solution itself, but instead the User adoption of the business solution even before knowing to what degree it would accommodate our budget planning requirements. To avoid some of the tough User buy-in issues experienced with other software implementation efforts, the city put a change management strategy in place which tasks core business owners with the responsibility of championing the solution throughout the organization with the belief that User adoption, regardless of the implementation outcome, will mirror the attitude of the team who is implementing it. We’ve found this to be true as we continue to socialize a positive message and roll the product out to the remaining end Users. What’s next on our horizon? We’re considering a deployment of the point of sale functionality in D365, maybe Talent, and we know we have a lot of work ahead of us in preparation for a complete transition of all modules to D365 by early 2020. Above all of that, we’ll continue to proactively respond to the subtle shifts in product direction and stay open as opportunities to improve upon our Microsoft Dynamics deployment present themselves. D365UG/AXUG

finding the logo on page 46 of the H1 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.

Dawn Johnson is a 2017 All-Star and senior business systems analyst at the City of Redmond. She can be reached at Dmjohnson@redmond.gov.

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.

32 | D365UG/AXUG Magazine

46 | D365UG/AXUG Magazine

WEBINAR

SPEED

READ

he Power Platform (Power BI, Power Apps, Flow, and the Common Data Service) is terrific. It allows us to create things for Dynamics 365 that in the past have been either too complicated or too expensive to even think about, and we can do it in a fraction

of the time with very little or even no coding. One of the reasons why we can do this is because of the 230+ connectors that are available for use right out of the box that connect to everything from Azure Blob Storage to Zen Desk. In past episodes of this series, we have looked at how to resurface some of the Dynamics 365 features using the Power Platform, but in this webinar, we will see how we can take advantage of some of the more advanced connectors to:

»» Pull in data from other systems and embed them into the

Everything Your Grandmother Didn’t Tell You About Dynamics 365, Episode XVII Leveraging the Power Platform to Extend Microsoft Dynamics 365 for Finance and Operations

standard Dynamics 365 forms

»» Use the Azure Computer Vision OCR capabilities to scan and tag documents

»» Automatically translate product names using the translation service and update product records

»» Create real-time synchronization with Flow and Logic Apps that works in conjunction with the standard integration service

»» Use Azure Custom Vision Service to find products just by taking a picture of them

»» Automatically create records within Dynamics 365 through the Dynamics 365 connector These examples are just scratching the surface of what we can do with the Power Platform tools, and being able to build them within hours, not weeks or months, is the exciting part. Additionally, each of these examples required no customization to Dynamics 365 in any way. Prepare to be amazed.

D365UG/AXUG

This webinar speedread is a summary of the tips and tricks shared in “Everything Your Grandmother Didn’t Tell You About D365” delivered by Murray Fife. Members may view the full webinar recording at www. axug.com/engage/recordings (search by webinar title). Murray Fife is a Microsoft Dynamics 365 Global Black Belt at Microsoft and author of more than 50 books on Microsoft Dynamics, including the

story by Murray Fife

Bare Bones Configuration Guide series which contains over 15 books that show novice Users how to set up Microsoft Dynamics using visual walkthroughs. He can be reached at Mufife@microsoft.com.

H2 2018 | 33

topic 1

...with D365UG/AXUG Members

We reached out to two Members and asked them to respond to the “should I stay, or should I go” dilemma we’re all, to some extent, going through: Are you staying on your current Microsoft Dynamics AX solution, or are you going (upgrading)? » Staying: What is the main reason keeping you on your current version? » Going: What is the main reason you’re making the switch? » If you’re on the fence, what is the top feature you’re looking for that would help you make that switch?

Catharina Wenngren Head of ERP Solution Competence Center Swedish Match

Swedish Match is currently on Dynamics AX 2009; we have been using it since February 2011 in Scandinavia, since May 2012 in the Dominican Republic, and since July 2013 in the U.S. Over the years we have continued to enhance the functionality to better fit with our business processes. The main reasons for us to make the switch are the following: Our version of Dynamics AX 2009 has enabled several of the objectives we originally set out, yet in certain areas we did not take the opportunity to evolve processes and ways of working. Over time, we have implemented 450 customizations, making the system increasingly complex to run and enhance. The technology in Dynamics AX 2009 for creating customizations is over layering, as compared to extensions, and is adding to the complexity. The system was implemented to support Swedish Match as a mass manufacturer of a few products. To meet current and future market needs, we need a flexible system which also supports small and limited batches. The system and supporting infrastructure are approaching end of support (starting in July 2019), implying a security threat and operational risk. Several new initiatives as well as legal requirements cannot be supported without significant additional customizations.

The User access model in Dynamics AX 2009 is complex, requiring significant monitoring to avoid security risks. We are heavily monitored by internal and external auditors, which adds complexity in this area. In summary, we are at a point where the solution is growing old, and we are growing out of it. In light of this we have completed a pre-study during the fall of 2017 to determine the best approach forward. All affected parts of our business have been consulted, are highly engaged, and are ready to streamline processes and ways of working.

Jerry Kottelenberg Vice President of IT National Vision, Inc.

We upgraded from Dynamics AX 2012 R2 to Dynamics 365 for Finance and Operations in May 2012. The main reason we made the switch was to get onto the latest version of Dynamics AX so we can leverage the latest inventory and WMS enhancements as we roll out the remaining modules to our organization. We’re currently only running financial modules. We also wanted to move our organization to the cloud and leverage the latest technologies Microsoft is introducing to Dynamics 365 such as Power BI, Flow, and Power Apps. H2 2018 | 37

feature

38 | D365UG/AXUG Magazine

story by Mohamed Aamer, technical advisor, Microsoft

mplementation of Microsoft Dynamics 365 for Finance and Operations includes many considerations. The following diagram illustrates elements of Dynamics 365, and this article dives deeper into business process activities and the application’s foundation. Let’s explore the business process activities and application foundation at a high level.

Business-Process Activities The business-process activities consist of financial and operations activities. Finance is the backbone of any organization. Organizations utilize enterprise resource planning (ERP) solutions to streamline the business process in a company and ensure that the operational activities are controlled. In addition to that, ERP orchestrates the integration between different departments. ERP is considered a decision support tool; it is used to generate reliable reports at the right time for all management levels to be able to respond to the business changes. Let’s explore the financial activities in the organization from the perspective of Dynamics 365. The financial module is considered the heart of the implementation, since all business activities will be integrated either directly by generating automatic transactions to general ledger or indirectly by ensuring the executed processes are following the internal controls requirements to ensure accurate posting to general ledger. »» General Ledger: The general ledger (GL) represents the core of the financial module. It carries the chart of accounts, which will be used to build financial statements. Additionally, the GL module has the financial dimensions for analytics and reporting. Chart of accounts and dimensions combinations need to be controlled to ensure that the Users are selecting the proper dimensions based on the account. This control is done through the account structure and advanced rules structure, where configuring the system as to which dimensions will be applied to accounts. At the end of each fiscal month, the company should carry the financial closing process to report the results of this period. »» Sales Tax: Sales tax is required by government to get paid for the sales of goods and services. The sales tax is a separate module in Dynamics 365, and it is integrated with GL, accounts payable, accounts receivable, and inventory modules. It is crucial to configure the sales tax properly in the system and ensure the accurate sales tax calculations on each economic event since this will affect the tax declaration to government authority at the end of each tax period. H2 2018 | 39

»» Multicurrency: Multinational deployments are required to have multicurrency transactions. In this

kind of deployment, companies dealing with overseas Customers or vendors and transactions may be conducting in foreign currency. At the end of the month, these transactions should be revaluated to represent the new economic rate. »» Accounts Payable: The accounts payable (AP) module represents all related activities to vendors and their transactions. Dynamics 365 has the required controls on vendor transactions and the integration between AP and procurement department. One of the major controls is invoice matching, and the system supports three-way and two-way matching. »» Accounts Receivable: The accounts receivable (AR) module represents all related activities to Customers and their transactions. Dynamics 365 has the required control on Customer transactions and the integration between AR and the sales department. One of the major controls is Customer credit limit management. »» Cash and Bank: The cash and bank module in Dynamics 365 carries the bank transactions that are generated from vendor and Customer payments. At the end of the month, it is required to reconcile the transactions recorded in the system against the bank statement. »» Budgeting: Companies need to monitor their performance by comparing the actual results against that budgeted. Dynamics 365 provides budgeting capabilities covering the budget planning process and budget control process. »» Intercompany: Enterprises that own more than one subsidiary are required to have intercompany transactions if there is any kind of business conducted between subsidiaries and the holding company. Dynamics 365 supports intercompany accounting transactions between subsidiaries, in addition to consolidation and elimination, to report the results on the holding company level. »» Inventory: The inventory cost is one of the most important aspects in any organization. Dynamics 365 supports the known method of inventory valuation, FIFO, LIFO, average cost, and so on. The system has a specific recalculation procedure to reevaluate the inventory cost, and this should be run at the end of the month. »» Fixed Assets: The fixed assets module represents the company’s long-term resources such as building, vehicles, and machines. This needs to be tracked from the acquisition until the disposal. Dynamics 365 has a fixed assets module which is integrated with procurement to support the acquisition through purchase cycle as well as the other required transactions for fixed assets such as depreciation, disposal scrap, and sale. »» Financial Reporting: Financial reporting in Dynamics 365 (a.k.a. Management Reporter) provides a financial reporting out-of-the-box balance sheet, income statement, cash flow, and may more reports. Also, the system provides the flexibility to design reports from scratch based on Customer requirements.

Application Foundation The application foundation consists of the functionalities that are used across the application. Mainly these functionalities are used either to start up the system or ensure it is ready to be used. The foundation functionalities are required to have an up-and-running application. In other words, the environment should be provisioned through Dynamics Lifecycle Services, and the administrator should have the access credential. The application foundation should be considered during the implementation lifecycle phases and discussed by the implementation team to ensure everything is captured, deployed, and well-tested in the early stages of the implementation phases. The following diagram illustrates the application foundation during the implementation lifecycle phases. Since the application foundation is involved in the business process activities, it should be discussed in the implementation workshops, starting in analysis phase, and moving forward to other phases until the operations phase, where the actual usage of the foundation elements happens. The application foundation contains the master data which will be used in the daily transactions. The master data involves chart of accounts, banks, fixed asset register, items, vendors, and Customers. The requirements of the master data should be collected in the analysis phase to guarantee that the Customer requirements are captured. Dynamics 365 has a special concept of the global address book that can be used for internal persons, external persons, and organizations that the company interacts with. The global address book may record the following party roles: Customer, prospect, worker, user, vendor, competitor, applicant, and contact. The master global address book records are associated with party ID, party name, address, and contact information. 40 | D365UG/AXUG Magazine

»» Data Management: The data management is used to import/export data to/from Dynamics 365.

This feature could be used either to move configurations or to migrate master data and transactions as well. The data management in Dynamics 365 is built on the data entity concept. The system is shipped with default data entities. The import/export source format could be either Excel sheets, data packages, CSV, or XML files. »» Workflow: The workflow is the tool used to ensure that the sensitive business documents get the required approvals based on business process and approval matrix. Dynamics 365 shipped with major workflows for business documents. The workflow is easy to design and deploy, and its capabilities can identify approvals, delegations, and exceptions. The workflow is considered as a control point for business documents such as purchase requisitions, purchase orders, invoices, and payments. »» Task Recorder: The task recorder is a new feature introduced in Dynamics 365. This is used to record the tasks and could be used as a training aid for end Users as well as to record scenarios that need to be raised for support and assistance. The number sequence is a vital feature. It is responsible for generating the sequential numbering of newly created master data, transaction documents, and transactions. »» Security: The security in Dynamics 365 identifies who has access to what. This is the major feature to define the segregation of duties on the system and to either grant access, edit, or post to documents. »» Print Management: The print management in Dynamics 365 is used to print data from the system whether it is to be used internally or externally. The print could be on the screen, send to PDF file, or may be sent by email. The following capabilities are mainly used after go-live of the project, although they could be used before that. »» Traces are mainly used to log a support ticket. This captures information of what is executed behind the scenes from the code and database perspective. It is mainly used for performance scenarios that could be analyzed afterward. »» The hotfix deployments are important to ensure that Dynamics 365 is up to date. Dynamics 365 has application (X++) hotfixes and platform updates. »» The auditing and policies are capabilities used to ensure that Dynamics 365 applied the company policies and procedures for sensitive areas such as purchasing. D365UG/AXUG Mohamed Aamer is a technical advisor at Microsoft and a former Microsoft Dynamics AX MVP. He can be reached at Moaamer@microsoft.com. H2 2018 | 41

Members in Action

Writing for

water

JJ Yadav (Hitachi), Rahul Mohta (Real Dynamics), and Yogesh Kasat (Real Dynamics)

ogesh Kasat had a realization a few years ago while trying to help Customers with their Microsoft Dynamics AX implementations. At Ignify (now Hitachi), he was on point to help Customers get back on track from failed implementations and found one common factor among them: Every project—big or small—was solely dependent on the resources they had at that moment. By the time they were ramped up and fully trained on the product, it was too late for the implementation at hand. As a result, timelines got pushed back, budget wasn’t what they had planned, and expensive missteps ultimately put these companies at risk. Yogesh set out on a path to create a guide for developers and project managers just coming into Dynamics AX with no real background on ERP. He hoped to provide tips on things they should be looking out for, resources that are accessible to them, and a solid framework of how a successful implementation project should go. The dream of this guide became more of a reality when Yogesh started his own company, Real Dynamics. He saw more of a need to help his clients and teamed up with his colleague, JJ Yadav, to get started. They created a book proposal, selected a publisher, and their book, “The Microsoft Dynamics AX Implementation Guide”, was published 10 months later. Rahul Mohta headed up another book project with Yogesh and JJ, adding “Implementing Microsoft Dynamics 365 for Finance and Operations” to these published authors’ repertoire. Impressive story, we know, but that’s not all! At the book launch party last year at Summit Nashville, the authors realized something was missing in their achievement. It felt great to give back to the Dynamics community by sharing their knowledge, but they wanted to make an even greater impact on communities who struggle for the most basic needs. After some research on where to place their efforts, the group came across the nonprofit Social Networking Forum (SNF; http://socialforumindia.com). This organization takes on projects that help provide clean water to remote villages in India. The impact clean water has on these villages spans thousands of people over many years. Growing up, Yogesh saw firsthand the struggle for clean water.

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“In our village, a lot of people did not have access to clean water. I was lucky to have a well on our property, and my parents were one of very few people in town who allowed access to the masses free of cost to our well. It was still a lot of work for people to take water back home,” Yogesh explains. “The number of people we help by creating a clean water source is so much more and results in an improved way of life for everyone at these villages.” Yogesh notified Pramod Gaikwad, founder of SNF, of their plan to donate proceeds of their book sales. Although a donation is always welcomed, SNF urged the group to do a fundraiser in combination with their donation. By taking this approach, the group could help an entire village gain access to clean water. The authors agreed and began a GoFundMe page, promoted the fundraiser at in-person events, and reached out to their contacts within the channel for support. What happened next was a surprise to Yogesh and his colleagues. Not only did they reach their goal of $3,000 to help the Indian village of Kotambi, but they also exceeded that goal by $900 and counting. Now, because of their efforts, the village of Kotambi has a pipeline from the well that is downhill to a previously unused tank, bringing the water up to the village so the villagers have easy access to clean water all year long. As of early July, the project was completed and handed over to villagers. Despite logistics challenges in this remote area with no good connectivity of roads, SNF finished the project in three months with their strong network of volunteers and villagers. Based on the success of helping Kotambi, the authors are planning a cadence of helping a village every year with similar fundraising efforts, with a special push during Summit Phoenix. Keep a look out for these authors while in Phoenix, and if you wish to donate to their cause, contact Yogesh at Yogesh.kasat@ realdynamics.com. D365UG/AXUG

Get your own copies of “The Microsoft Dynamics AX Implementation Guide” and “Implementing Microsoft Dynamics 365 for Finance and Operations” On Amazon: https://goo.gl/jK57HQ https://goo.gl/Q4fxUi

H2 2018 | 43

feature

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story by Bobby Small, Vice President of Information Systems at Ouray Sportswear, D365UG/AXUG User Member and All Star

eep, beep! Beeeeeeeeeeep! I can hear the proverbial workplace horns blaring; a byproduct of the frustration of inching along Route AX2009 while colleagues are enjoying the expansive new D365 motorway. For some of us, the wait to enter the highway could be a long one; what is an ERP manager to do in the meantime? I have a few ideas. In 2012, while many Microsoft Dynamics AX Users were exiting onto Dynamics AX 2012, I was firmly in the 2009 lane but knew we had to improve our journey. Like the tried-and-true games we played as kids on long car trips, we had to find proactive ways to occupy our time to make our 2009 system seem like it was part of the new highway. It turns out that Dynamics AX 2009 is very versatile. For example, receiving art approvals from customers is a vital part of our business and had been requiring one full-time person to manage the emails and system updates associated with each order. However, using Dynamics AX 2009, the Enterprise Portal (EP), and a few snippets of X++, we created an online portal that allowed customers to approve or reject art. Their online action immediately updated our Dynamics AX database, eliminating the need for User interaction and helping us avoid one major traffic jam. A few years later, we found ourselves once again stuck on Route 2009, the sun blazing and our air conditioning on the fritz. Our art department was overwhelmed by the volume of sales orders and the cumbersome nature of the art set-up process: manually extracting order information, finding the original art, and recreating it to match the incoming order. It brought to mind that monotonous old travel song, “99 Bottles of Beer on the Wall”, but in this case it was, “99 Lines of Art to Redo, 99 Lines of Art…”. With a little creativity, we married X++ and Adobe Illustrator with great results. With the new code in place, the artist could just press one button in Dynamics AX, and the system would take the unique parameters of the order, find the needed art file, save it in the correct file location, open the file, and insert the new parameters. We were back in the fast lane. Recently, we decided to address another shortcoming in Dynamics AX 2009, advanced warehousing. I know what you are saying, “But there are ISVs and other third-party products available.” That may be true, but we were like that stereotypical dad driving on vacation, refusing to ask for directions; we wanted to do this ourselves! Using a now obsolete Dynamics AX 2009 technology, the Application Integration Framework (AIF), we created an inexpensive bridge to assist us. With a small mobile app, we are now transacting wirelessly in our shipping and warehouse departments to immediately record inventory transactions. It is not the most robust solution, but it has helped us avoid many potholes. Even though our journey to D365 is now running a bit smoother, I can still hear the User cries from the backseat, “Are we there yet, are we there yet!” As I thumb through the weathered pages of our road map to check our progress, I see three distinct points worth mentioning. First, get a handle on customizations in your system. As I described above, Dynamics AX 2009 can be tricked out like a 1968 Chevy Camaro. I like to lament that customizations can be the answer to and the cause of all your problems. Therefore, when you are planning for the upgrade, take the time to thoroughly review the customizations. Can they be replaced by inherent functionality in Dynamics 365? Does your business still need them?

Like the tried-and-true games we played as kids on long car trips, we had to find proactive ways to occupy our time to make our 2009 system seem like it was part of the new highway.

H2 2018 | 45

People accustomed to traveling along Route AX2009 will be wary of taking this new highway, so get buy-in.

The second area of concern is change management. People accustomed to traveling along Route AX2009 will be wary of taking this new highway, so get buy-in. Work with managers and power Users to identify current system issues, and show them the solutions available in the new software, then use the buy-in created to help spread the word. Keep executive management informed with regular reviews of the progress of the project to keep the momentum and support. Finally, involve employees at the deepest level, and do the research needed to make sure the company and each employee are benefiting from the upgrade. The third aspect to consider is testing. All the hard work planning the route will be worthless if you are not paying attention and get lost in the testing phase. Keep in mind hardware needs, peripheral software needs, and test environments. Also, have a strong plan for risks, roles and responsibilities, and overall schedule. As I mentioned in the beginning, we are on Route AX2009 headed to Highway D365. It is a well-worn road, but passable with the right navigation. Donâ&#x20AC;&#x2122;t be afraid to make changes and put the pedal to the metal when you can. While you are enjoying the scenic view, keep in mind these points of interest: the Worldâ&#x20AC;&#x2122;s Largest Ball of Customizations, the Change Management Hall of Fame, and Test-Henge. All three of these efforts will help to ensure a smooth transition when you are ready to make that final transition from Dynamics AX 2009 to Dynamics 365. Beep, beep! D365UG/AXUG Bobby Small is a D365UG/AXUG All Star and vice president of information systems at Ouray Sportswear. He can be reached at Bobbys@ouraysportswear.com. 46 | D365UG/AXUG Magazine

wordfind Congratulations to Geraldine F. Yumping of Catholic Charities of Los Angeles, Inc. for

STAY

winning the H1 2018 Word Find. Your prize is in the mail. 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.

JIMMY STEWART CHANGE ERP TRAINING

M M

Q M

W M

K H

M T

U L

W M

M M

POWERAPPSUG FLOWUG MITYLITE CHANNEL MARKETING ALLIANCE SUMMIT PHOENIX MUHAMMAD ALAM KOTAMBI REVENUE RECOGNITION EPISERVER DATA CENTERS VERSIONS AXUG MYCOMMUNITY TRAINING ROADMAP CLOUD STRATEGY

H2 2018 | 47

feature

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

loud. Like many terms in IT, the word carries with it several meanings, and so each cloud implementation can be as unique as the company driving the deployment. This can lead to a lot of confusion and uncertainty about the cloud. However, the industry messaging is clear: Cloud is the future. It’s a good message, and one that almost every company is embracing, but future can be a misleading term as well. Anyone who has worked with IT systems for more than a few years knows that moving forward does not always mean leaving the old behind. Legacy systems are a real issue—especially with ERP software—and with the current speed of change in IT, we are constantly creating new generations of legacy systems. These modern legacy systems are not running on old, antiquated, or unsupported platforms. They are systems that were created at the height of technology at that time. They work just fine, but they simply could not be written to anticipate the evolution we have experienced. Many times, the cost—both in time and money— is too significant to allow for an upgrade, and so they are left to run as is. And why not? Do you replace your car every time a new body style comes out? Probably not. Microsoft Dynamics AX could easily be the poster child for modern legacy generations. Though scarce, version 4 deployments are still out there. 2009, 2012, 2012 R2, and 2012 R3 are all distinct generations, and yet they all still run just fine. Admittedly, some are now unsupported, but they are hardly antiquated. So how, as consumers, do we reconcile the past and the future into something that works today? The answer lies in the driving force behind our changing business. Are we running data centers that are viewed as an unnecessary expense? Is there a new market we are trying to enter that has new or updated regulations and transaction requirements? What do we need to do to adapt? The answer to this question is really what should be driving our cloud future.

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Microsoft Dynamics 365 for Finance and Operations (Dynamics 365) is considered the cloud future of Dynamics AX. Designed for the cloud, it embraces and leverages all that the cloud has to offer. But what if you are not ready for that future? Implementing a new ERP system (which is the effective reality of almost any Dynamics AX upgrade) is not a simple task. The move from Dynamics AX to Dynamics 365 carries with it the extra load of code rewrites, a significant data import task, and the potential of having to redo data integrations. The time commitment alone may be enough to keep some companies from considering it. Does that mean that you can’t meet the CFO’s request to get out of the data center business? Thankfully, the answer is no. Cloud, to repeat, means many things. Dynamics 365 is a software as a service (SaaS) offering, the ultimate expression of the cloud. However, cloud offers infrastructure as a service (IaaS) as well. This means that all the virtual machines (VMs) that are currently running your generation of Dynamics AX can run in the cloud. As any company that has already started a cloud journey can attest, the easy button may not work, despite what the experts say. There are cases that are very easy, and others that are not. Evaluating your current environment against the supported OS versions, ensuring the correct connectivity, and reviewing compliance requirements (like data sovereignty) are all key components to any cloud migration. The good news is that most recent versions of the Windows OS are supported in Azure, which means SQL (including SSRS) and even SharePoint, if you need it, will run. The best news is that Microsoft supports Dynamics AX 2012 running in Azure. And, the deployment doesn’t even need to be done through LCS any more. Any supported migration or deployment means can H2 2018 | 49

be used. It may require a version or kernel upgrade, depending on where you are at, but any company not currently on R3 should be considering that anyway. If you think that a cloud move for your Dynamics AX environment sounds right, here are a few more items to consider before you start your journey: »» Client Deployment: If you are currently using RDS to access Dynamics AX, this will not be a big change. If everyone is running the thick client on their machine, this may take some getting used to, both for the end User and for IT support. »» User Connectivity: In the cloud, everyone can hear you scream. By default, VMs are open to the internet. Detailed planning is required here to make sure that you don’t expose or restrict too much access. »» Migration Plan: Moving data into the cloud is generally free but can be very timeconsuming. The database move may not be something that you can do over a weekend. This doesn’t mean you need to plan for extended downtime; it just means that you need to consider tools that are available to sync data continuously, so you can bring your data to the cloud over time. This may be as simple as extending a SQL Server availability group to include an Azure VM. Or, if your environment is complex enough, with several ISV and support servers, you may need to consider a sync tool like Azure Site Recovery (ASR). ASR syncs changes to a VM at the disk level to ensure replicated machines stay in a consistent state. You can even use the tool to perform the cutover when the time comes to switch access from on-premises to the cloud. »» Data Consumption: While moving data into the cloud is free, the same cannot be said for the reverse. If you plan on bringing a significant amount of data back on-premises, you may need to consider unlimited data plans (yes, that is a thing even in the cloud) to avoid high data egress fees. Data warehouses and Excel data pulls are usually the largest culprits here. The workaround to avoid these charges as much as possible is to also move the consuming applications into the cloud. »» Infrastructure Reliability: On-premises redundancy and cloud redundancy are not the same. With an on-premises workload, redundancy can be handled at a host level, where VMware or Hyper-V can failover VMs if something happens to a host. In the cloud, redundancy must be handled at the application layer. This means that if you have a single server performing a mission critical activity, additional steps will need to be taken to ensure you have an SLA. This may be simply specifying the correct storage type, but this review must be part of your plan. »» Licensing: Azure has very specific licensing terms, especially when moving from on-premises into Azure. Make sure to review the Microsoft Mobility licensing details to see if you can bring your licenses or if the Azure VMs need to be provisioned with licenses. There is a cost savings if you can bring your licenses. At the end of the day, the cloud has much to offer. As with most technology, understanding the benefits and limitations specific to your business will be crucial to a successful future. Fortunately for us, Microsoft has ensured that multiple generations of Dynamics AX have a home in the cloud. D365UG/AXUG

...if your environment is complex enough, with

several ISV and support servers, you may need

to consider a sync tool like Azure Site Recovery (ASR). ASR syncs changes to a VM at the disk level to ensure replicated machines stay in a consistent state.

Scott Morley is a certified Microsoft Dynamics AX and Azure architect. He has more than 20 years of experience making ERP systems work. He can be reached at Scott.morley@oneneck.com.

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What Partners are up to…

Kari Foster, CMA Member, Journyx The Channel Marketing Alliance was formed to help Partners in the industry expand their sales and marketing expertise. Check out all the amazing things they’ve been up to over the past few months… Why did you choose to join the Channel Marketing Alliance (CMA)? I heard about CMA during Summit Nashville and was very eager to join. Even though there are lots of resources out there, I wanted to be part of a very special group of people in the channel who have their own set of challenges and hear what is working for them and to collaborate on ideas.

The Channel Marketing Alliance Powered by Dynamic Communities

The Channel Marketing Alliance powered by Dynamic Communities is the one source that channel marketers and channel Partners rely on for fresh marketing ideas, tools, training, strategies, templates, discussion forums, and much more. It’s free, and we invite you to join our alliance and start collaborating with your peers today! Visit https://www.channelmarketingalliance.com to learn more and join.

What benefits have you experienced? I’ve personally benefitted from the discussion forum. Having the ability to ask specific questions and getting feedback from other marketers have been great. For example, I’ve posted and received very useful information on getting more Customer referrals, channel conferences, and lead generation—and received great responses! CMA has helped to facilitate that connection with other marketers and build those relationships. What statement best describes CMA? CMA has been incredibly useful to me not just as a b2b marketer, but also as a channel marketer. Access to useful resources and education has been very helpful, including the webinars, library, case studies, discussion forum, and networking. Why should others join CMA? I would encourage others to join CMA for the relationships you will build and the collaboration to generate great ideas!

Congratulations Genius Series Graduates: Class of 2017-2018 After nine months of programming and networking, we are excited to announce our 2018 Genius Series graduates! Tara Grant (Jet Reports), Shawna Sharma (Qixas Group), Rod O’Connor (Briware Solutions), David Gersten (Bond Consulting Services), and Dale Haines (ImageTag) all successfully completed the program. In addition to the knowledge shared in this class, this group of marketers has built a camaraderie that will help them continue to share ideas and best practices throughout their marketing careers in the Microsoft Dynamics channel. H2 2018 | 51

What’s New on the D365UG/AXUG Website I

f you haven’t visited your User Group website lately, you’re encouraged to pop in and take a look around! It has a brand-new layout and design as well as great new personalization features to help you quickly access the information that’s most important to you. The updates were based largely on feedback received from the community, so thank you for helping continually improve the site experience! Over the years, the community has contributed loads and loads of helpful content to the site, including discussions, library items, recorded webinars, and more. To help you most easily sort through that valuable content to find the answers you’re seeking, we’ve added a search bar front and center at the top of the site. Begin your search here, and try using AND/OR operators and quotation marks to best target your search (example: Search for “AXUG Summit” AND Phoenix to see everything related to this year’s awesome conference).

On the home page you’ll also find a feed of the latest discussions in the communities to which you belong. Toggle to Chapter Chatter to see only those discussions happening in your local chapter community(ies).

You’ll notice a couple new features on the home page, designed to help you explore the site’s content while also giving you easy access to the content most relevant to you. For upcoming webinars, you can toggle between the full list and only those for which you’re registered.

Speaking of chapters, be sure you’ve joined your local chapter community! We’ve added several features to help you easily stay in tune with what’s happening in your local area. On the home page, you’ll notice a quick link to the chapter community(ies) to which you belong alongside upcoming meetings for those chapters.

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The chapters page has also been streamlined to show you, first and foremost, the discussion and meeting activity in your chapter(s) of interest, followed by a glimpse into what’s happening in all chapters around the globe.

If there’s not a chapter near you and you’d like to help get one started, please reach out to Chapterteam@dynamiccommunities. com. With the restructuring of the site, we also tied axug.com and With the restructuring of the site, we also tied axug.com and crmug.com closely to theDynamics User Group crmug.com more closely to the more User Group for Microsoft Microsoft Dynamics 365 at d365ug.com. Use the utility at the verynavigation top of atthe 365 atnavigation d365ug.com. Use the utility the page very topto of move the page to move between these connected sites, if applicable. between these connected sites, if applicable. When perusing d365ug.com, you’ll notice the site serves up content from axug.com (including Dynamics for Operations,

Talent, Retail, or AX) and content from crmug.com (including Dynamics for Marketing, Sales, Field Service, or CRM), giving Dynamics 365 Users a single home to learn and share about the full serves up content from axug.com (including Dynamics suite of applications. D365UG/AXUG

When perusing d365ug.com, you’ll notice the site f Operations, Talent, Retail, or AX) and content from crmug.com (including Dynamics for Marketing, Sales, Field Service, or CRM), giving Dynamics 365 Users a single home to learn and share about the full suite of applications.

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t&t

TIPS & TRICKS

Seven Microsoft Dynamics 365 for Finance and Operations Features that Improve Finance Team Productivity story by Vamsi Pranith, Hitachi Solutions Nashville, D365UG/AXUG Partner Member

RP systems have evolved over the years, and as businesses have become savvier in their ERP usage, they demand more features for improving the productivity of their teams. The most important business team for maintaining an ERP system is the finance and accounting team, as they perform the crucial task of maintaining the integrity of the system. Their financial statements and reports require accuracy and precision, as the very health of the organization depends on their insight and assessment. Letâ&#x20AC;&#x2122;s take a closer look at which Microsoft Dynamics 365 for Finance and Operations features can aid in improving finance team productivity.

Global Entry Forms

With an increase in the shared services model, and thus a need to optimize human resources utilization, Dynamics 365 has taken this to the next level. Users can now seamlessly create purchase invoices for purchase orders, or enter a journal entry in other entities, avoiding the hassle of needing to switch between multiple legal entities/companies.

Exchange Rate Integration

Exchange rate maintenance in a global organization is a tedious process where Users need to create exchange rates every day/week/ month. Consider the possibilities of trading in different currencies, which adds additional complexity to the maintenance. With Dynamics 365, you can now seamlessly integrate with exchange rate providers such as OANDA, and thus reduce the burden on the finance/accounting teams for maintaining these rates manually.

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Localization

In a global ERP rollout, it is inevitable that there would be statutory requirements in each country/ region that need to be adhered to. With Dynamics 365, rich out-of-the-box localization features for different countriesâ&#x20AC;&#x2122; finance teams can now take control and generate reports that are specific to each countriesâ&#x20AC;&#x2122; regulatory/statutory requirements.

Built-in Audit Workbench With organizations requiring tighter auditing controls around duplicate vendor invoices that are entered, organizations have been leaning on different systems to monitor high spenders, duplicate expenses, and to audit sample data. However, with Dynamics 365, you can use the built-in audit workbench to run sampling and provide additional controls and visibility to the finance team.

Budget Planning and Control

Dynamics 365 has built-in capabilities to plan your budgets with scenarios for monetary and quantity (for FTE counts, etc.) and have different levels of workflow stages for approvals. Besides these, you can set up tighter control on the expenditure by using out-of-thebox budget controls for project cost control, purchasing cost control, etc., giving you more visibility into expenses, and allowing you to plan better for the future.

Management Reporter

Using Management Reporterâ&#x20AC;&#x201D;the financial reporting tool that is available out of the box in Dynamics 365â&#x20AC;&#x201D;you can configure reports according to organizational requirements. With this tool, you do not need developers to develop a balance sheet, an income statement, etc. You can also choose to have these reports run by a schedule for a month or a week, where you can view them after execution; you can also have consolidated reports generated using financial reporting.

Aged Customer Balances Snapshot

Gone are the days where you would have to write custom queries to look up Customer aging data cross-company. With Dynamics 365â&#x20AC;&#x2122;s aged balance snapshot, you can look at Customer aging in a single view across legal entities. In addition, you can schedule a periodic job to update the aged balances, and the collections/AR team can look at this in a single view based on the aging definitions. D365UG/AXUG

This article was first published as a blog at https://us.hitachi-solutions.com/knowledge-center/dynamics-365-for-finance-and-operations-featuresthat-improve-finance-team-productivity/. Visit this link for four more features that are key for improving the productivity of financial teams.

...with Dynamics 365, you can use the built-in audit workbench to run sampling and provide additional controls and visibility to the finance team.

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U 5 X A D G U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /A /A G D G 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G / 5U 65 AX /A D G 5U 65 A /A D G 5U 65 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A D 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 /A /A G G 5U 65 /A /A G G 5U 65 /A /A G G D 36 D3 G/ UG XU XU D36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 5U 65 AX /A G D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG /A / G /A / G / A 5 5 6 6 5 5 6 G / G G A U U 5 X A 5 A U D U 6 A / D 36 D3 G/ UG UG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /A /A G D G 5U 6 /A /A G G 5U 6 /A /A G G D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G G 5U 6 D 36 D3 G/ UG UG XU 36 D3 G/ UG XUG XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G /A / G /A / G / A A 5 5 5 6 6 6 5 5 6 G / / G G G U 5 X A D U 5 X A D U 5 A D A U D U 6 A 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A / D X 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 6 /A /A G D 36 D3 G/ UG UG XU 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G D 36 D3 G/ UG UG XU 36 D3 G UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 36 5U 65 AX /A D G 5U 65 /A /A D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 /A / G /A / G /A / G / G A 5 5 5 5 5 6 6 6 6 / G G G G G 5U 6 U 5 X A D U 5 A D A D U 5 U 5 A U 65 A /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G 5U 65 /A /A G G 5U 6 /A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG /A / G /A / G /A / G G / A A 5 5 5 5 5 6 5 6 6 6 6 G / G G G U G U 6 /A / /A A U 5 U 5 A A U U A D 36 D3 G UG XU XU D36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU /A / G /A / G /A / G /A / G /A / G / G 5 6 5 5 5 5 5 6 6 6 6 G G G G G U A 5 A U 5 U 5 A A U D U A U 6 A /A 36 D3 G/ UG XU XU D36 D3 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/A / G / A 5 5 6 6 5 5 5 5 5 6 6 6 6 / G G G G G G U 5 X A D U 5 A D A U D U A A U U A U 6 A / 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D X X X X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU D3 6 3 / 3 / 3 / 3 / /A / G / G G / G G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A A U U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / 3 / /A / G / G G / G G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U 5 X A D A D U 5 U 5 A D A U U A U 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 D G UG 3 / 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U 5 X A D A D U 5 U 5 A D A U U A 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG XU XU 36 3 / 3 / /A / G / G G / G G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 A U D U D X 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU D36 D3 G 5UG XU XU D36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG XU XU 36 D G UG 3 / 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5U 65U AX / G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 G/A G/ UG U A A U U 5 5 A D 5 A U D D X X 5 D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A /A G D G X G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D G UG U XU 36 3 / /A / G / G G / G XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5U 65U AX /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ UG UG 365 36 U A A U U 5 5 A D 5 U D D X X D X 36 D3 G/ UG UG XU 36 D3 G UG U XU 36 D3 G UG U XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G 5U 65 /A U U U U D D G D G G U X U X U X /A G/ G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 G/A G/ U 5U X AX D U 5U X AX D U 5U X XU AX D D D D G G U U G 3 3 3 G UG 65 36 /A G/ G UG 65 36 /A G/ G UG 65 36 /A G/ UG U 5 X A D A D U 5 U 5 A D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 D3 G UG U XU 36 /A / G / G G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU /AX D G D 5 G UG 365 36 /A G/ G UG 365 36 /A G/ G UG 365 36 U 5 X A D A D U 5 U D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 36 D3 G 5U 65 AX /A D G 5U 65 /AX /A G D G 5U 65 /A G UG U XU 36 D3 G UG U XU 36 D3 G UG /A / G / G / XU AX D G D 5UG 65U AXU /AX D G D 5UG 65U AXU / G UG 365 36 /A G/ G UG 365 36 /A G/ G U 5 X A D A U 5 D 36 D3 G/ UG UG XU 36 D3 G UG XU XU 5U 65 AX /A D G 5U 65 /AX /A G D G G UG U XU 36 D3 G UG U XU 36 G / / G D

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Classes are constantly being added to the schedule; visit ww.axug.com/academy for a full, updated list along with course descriptions.

D365UG/AXUG Academy Distance Learning Classes

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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!

Table of Contents Industry.......................Page 58 Horizontal....................Page 61 Services.......................Page 66

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 â&#x20AC;˘ 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.

Automotive Sana Commerce www.sana-commerce.com â&#x20AC;˘ 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.

Slimstock www.slimstock.com â&#x20AC;˘ 970-420-1777 NEW: Slim4 Inventory Optimization for Dynamics Forecasting, supply planning, and inventory optimization for distributors, manufacturers, 3PLs, and retailers.

DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics 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. HighJump www.highjump.com â&#x20AC;˘ 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more.

TrueCommerce www.truecommerce.com â&#x20AC;˘ 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.

Cross Industry Solution

Building Materials Arbela Technologies www.arbelatech.com â&#x20AC;˘ 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.

Chemicals 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.

Consumer Packaged Goods

Data Masons Software www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

KEY:

D365 Customer Engagement/CRM

58 | D365UG/AXUG Magazine

ACOM Solutions, Inc. acom.com/electronic-payments/ 800-699-5758 Paperless Supplier 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 www.arbelatech.com â&#x20AC;˘ 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! Datahaven for Dynamics www.datahaven4dynamics.com â&#x20AC;˘ 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Dynamics AX

Dynamics GP

DiCentral www.dicentral.com â&#x20AC;˘ 281-480-1121 NEW: 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.

SYCOR AMERICAS Inc.

DocStar www.docstar.com â&#x20AC;˘ 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.

Food and Beverage

Elevate HR, Inc.

ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ 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).

elevate-hr.com/ â&#x20AC;˘ 973-917-3230 Elevate HR Active Directory Integration (Azure & On-Prem) for Dynamics 365 & AX Auto create, sync, disable AD accounts for Employees, Vendors, Customers Journyx Inc. www.journyx.com â&#x20AC;˘ 800-755-9878 Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project accounting functionality with data validations, multi-approval levels, accrual calculations & more. 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. Solver www.solverglobal.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Available in cloud and on-premise. Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Equipment Rental and Leasing Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer â&#x20AC;˘ 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 NAV

D365 Unified Operations/AX

www.sycoramericas.com â&#x20AC;˘ 412-788-9494 Sycor.Rental Microsoft Dynamics 365 with fully embedded rental functionality. Sycor. Rental extends Microsoftâ&#x20AC;&#x2122;s flagship ERP solution with rental capabilities, giving you full control of your entire operation from one solution.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

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. Sana Commerce www.sana-commerce.com â&#x20AC;˘ 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.

Online Trial Available

Mobile Enabled

Life Sciences Slimstock

Merit Solutions, Inc. www.maxlifesoftware.com â&#x20AC;˘ 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.

Manufacturing

Government Contracting DATABASICS, Inc.

Arbela Technologies

www.arbelatech.com â&#x20AC;˘ 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.

Healthcare ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

Sierra Workforce Solutions www.sierraws.com â&#x20AC;˘ 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.

High Tech and Electronics Red Maple www.redmaple.com â&#x20AC;˘ 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.

ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ 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 â&#x20AC;˘ 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.

Data Masons Software

FASCOR www.fascor.com â&#x20AC;˘ 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 â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

D365 Customer Engagement/CRM

Dynamics GP

StockIQ Technologies www.stockiqtech.com â&#x20AC;˘ 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 â&#x20AC;˘ 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. Wolters Kluwer

www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment.

www.SalesTax.com â&#x20AC;˘ 800-739-9998 CCHÂŽ SureTaxÂŽ Sales and Use Tax software for Microsoft Dynamics 365, AX, GP and NAV. Mitigate risk and streamline your workflow with tools and the sales tax rates and rules trusted by the IRS.

Non-Profit Organizations Pacejet www.pacejet.com/erp/microsoft/ microsoft-ax/ â&#x20AC;˘ 877-722-3538 Pacejet Enterprise Shipping Software for Microsoft Dynamics 365 Finance and Operations and Microsoft AX Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one platform. Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs.

DATABASICS, Inc. www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization. Microsoft partner since 2004.

Sana Commerce

www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

Dynamics AX

www.sierraws.com â&#x20AC;˘ 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.

k-eCommerce

www.sana-commerce.com â&#x20AC;˘ 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.

KEY:

Sierra Workforce Solutions

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Solver www.solverglobal.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Available in cloud and on-premise. Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Online Trial Available

Mobile Enabled

H2 2018 | 59

INDUSTRY

www.slimstock.com â&#x20AC;˘ 970-420-1777 NEW: Slim4 Inventory Optimization for Dynamics Forecasting, supply planning, and inventory optimization for distributors, manufacturers, 3PLs, and retailers.

INDUSTRY

Pharmaceuticals ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ 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)

Telecommunications Wolters Kluwer DiCentral www.dicentral.com â&#x20AC;˘ 281-480-1121 NEW: 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.

HighJump www.highjump.com â&#x20AC;˘ 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more.

Transportation / TMS k-eCommerce www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment.

FASCOR www.fascor.com â&#x20AC;˘ 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.

Next Generation Logistics, Inc.

Tasklet Factory www.taskletfactory.com â&#x20AC;˘ +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.

Wholesale Trade: Durable Goods

Professional Services ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

Red Maple www.redmaple.com â&#x20AC;˘ 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 â&#x20AC;˘ 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. Wolters Kluwer

Retail Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer â&#x20AC;˘ 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:

D365 Customer Engagement/CRM

60 | D365UG/AXUG Magazine

Software Manufacturers Red Maple www.redmaple.com â&#x20AC;˘ 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 AX

Dynamics GP

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.

Warehouse Management

ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ 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).

Pacejet www.pacejet.com/erp/microsoft/ microsoft-ax/ â&#x20AC;˘ 877-722-3538 Pacejet Enterprise Shipping Software for Microsoft Dynamics 365 Finance and Operations and Microsoft AX Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one platform. Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs. TrueCommerce

www.truecommerce.com â&#x20AC;˘ 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.

Dynamics NAV

D365 Unified Operations/AX

k-eCommerce

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

Horizontal Accounting

Compliance

ACOM Solutions, Inc. DataSelf acom.com/electronic-payments/ 800-699-5758 Paperless Supplier 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. Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer â&#x20AC;˘ 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. ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 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.

Analytics

KEY:

D365 Customer Engagement/CRM

Automation ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

Barcode Data Collection DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics 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.

Budgeting

Halo BI www.halobi.com â&#x20AC;˘ 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 Jet Reports www.jetreports.com â&#x20AC;˘ 503-455-4632 Jet Reports Data Solutions Flexible Reporting, Fast Analytics & Controlled Budgeting. Solver www.solverglobal.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Available in cloud and on-premise. Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Business Process Management

Corporate Renaissance Group crgroup.com/better-budgeting/ 613-232-4295 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.

Commissions

Arbela Technologies www.arbelatech.com â&#x20AC;˘ 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! Binary Stream www.binarystream.com/GP-ARED 604-522-6300 Advanced Revenue and Expense Deferral (ARED) Efficiently and quickly receive payments from customers and gain control of your revenue and expense deferrals. Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer â&#x20AC;˘ 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/ â&#x20AC;˘ 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.

Credit Card/Check Processing Red Maple www.redmaple.com â&#x20AC;˘ 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.

Business Intelligence

ACOM Solutions, Inc. acom.com/electronic-payments/ 800-699-5758 Complete Supplier 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!

DataSelf www.dataself.com â&#x20AC;˘ 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

H2 2018 | 61

HORIZONTAL

Affordable Care Act Reporting

www.dataself.com â&#x20AC;˘ 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

Century Business Solutions www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV, GP & AX using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal.

HORIZONTAL

Customer Relationship Management

Vertical Lift Business Solutions Inc. www.verticalliftbsi.com â&#x20AC;˘ 416-848-0317 Vertical Lift Business Solutions Inc Get more value from your Dynamics CRM investment. We specialize in custom integrations, cloud migration and complex business scenarios. Call us for more info.

Distribution Arbela Technologies www.arbelatech.com â&#x20AC;˘ 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 â&#x20AC;˘ 937-429-1428 ASCTracÂŽ 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). KEY:

D365 Customer Engagement/CRM

62 | D365UG/AXUG Magazine

Blue Horseshoe www.bhsolutions.com â&#x20AC;˘ 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 â&#x20AC;˘ 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. HighJump www.highjump.com â&#x20AC;˘ 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more.

ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

Pacejet www.pacejet.com/erp/microsoft/microsoft-ax/ 877-722-3538 Pacejet Enterprise Shipping Software for Microsoft Dynamics 365 Finance and Operations and Microsoft AX Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one 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 â&#x20AC;˘ 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 Metafile Information Systems, Inc. www.metaviewer.com â&#x20AC;˘ 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

Data Masons Software www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

Avalara, Inc. www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara Tax Compliance Automation Avalara helps businesses of all sizes achieve compliance with transaction taxes, including sales and use, VAT, excise, communications, and other tax types.

Document Management Datahaven for Dynamics www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Dynamics AX

Dynamics GP

TrueCommerce Century Business Solutions www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV, GP & AX using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal.

Electronic Document Delivery (Email)/Faxing Datahaven for Dynamics

k-eCommerce www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment.

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Online Trial Available

Mobile Enabled

Expense Solutions

Invoicing Enhancement Binary Stream

Elevate HR, Inc. elevate-hr.com/solutions/ â&#x20AC;˘ 973-917-3230 Elevate HR: Solutions for Dynamics 365 & AX HCM Talent, Applicant Portal, HCM Wizards, ESS Benefits, Global Payroll, etc.

www.binarystream.com/GP-ARCB 604-522-6300 Advanced Recurring Contract Billing (ARCB) Get paid on time, every time with automated recurring invoicing and the ability to handle nearly any complex billing scenario such as subscription or consumption based and more.

Field Service Management

FieldConnect, Inc.

Fixed Assets Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer â&#x20AC;˘ 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.

www.fourvision.com/ â&#x20AC;˘ 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.

www.employee-performance.com 877-711-0367 ext. 286 CRG emPerform | Online Employee Performance Management Award-winning employee performance management for Microsoft Dynamics users. Online performance reviews, 360Â° assessments, goal management, succession planning, pay-for-performance, reporting & year-round feedback.

Arbela Technologies

www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV, GP & AX using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal.

www.arbelatech.com â&#x20AC;˘ 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!

Inventory Management ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ 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).

Payables Enhancement 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 Red Maple www.redmaple.com â&#x20AC;˘ 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.

Job Costing

HR Management

Corporate Renaissance Group

Century Business Solutions

FASCOR www.fascor.com â&#x20AC;˘ 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. HighJump www.highjump.com â&#x20AC;˘ 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more.

ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

Metafile Information Systems, Inc. www.metaviewer.com â&#x20AC;˘ 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.

Payroll Enhancement Elevate HR, Inc. elevate-hr.com/solutions/ â&#x20AC;˘ 973-917-3230 Elevate HR: Solutions for Dynamics 365 & AX HCM Talent, Applicant Portal, HCM Wizards, ESS Benefits, Global Payroll, etc

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

H2 2018 | 63

HORIZONTAL

www.fieldconnect.com â&#x20AC;˘ 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.

ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.

Multi-Entity Management

FourVision HR Plus ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

Manufacturing Enhancement

Procurement Management Red Maple www.redmaple.com â&#x20AC;˘ 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.

Project Accounting

Receivables Enhancement

Security

Supply Chain Management

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

Reporting

Wolters Kluwer

Jet Reports

Arbela Technologies

www.jetreports.com â&#x20AC;˘ 503-455-4632 Jet Reports Data Solutions Flexible Reporting, Fast Analytics & Controlled Budgeting. Arbela Technologies

Solver

HORIZONTAL

Journyx Inc. www.journyx.com â&#x20AC;˘ 800-755-9878 Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project accounting functionality with data validations, multi-approval levels, accrual calculations & more.

Purchase Order Processing Enhancement

www.solverglobal.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Available in cloud and on-premise. Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Sales Order Processing Enhancement

www.arbelatech.com â&#x20AC;˘ 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!

Red Maple www.redmaple.com â&#x20AC;˘ 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.

elevate-hr.com/ â&#x20AC;˘ 973-917-3230 Elevate HR Active Directory Integration (Azure & On-Prem) for Dynamics 365 & AX Auto create, sync, disable AD accounts for Employees, Vendors, Customers.

Quality Control

Sales Tax

Horizons International

Avalara, Inc.

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.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara Tax Compliance Automation Avalara helps businesses of all sizes achieve compliance with transaction taxes, including sales and use, VAT, excise, communications, and other tax types.

D365 Customer Engagement/CRM

64 | D365UG/AXUG Magazine

Dynamics AX

Dynamics GP

ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ 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).

Elevate HR, Inc.

Red Maple www.redmaple.com â&#x20AC;˘ 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:

Shipping/Manifesting Arbela Technologies

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Data Masons Software www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

Online Trial Available

Mobile Enabled

Sierra Workforce Solutions

Tax

Travel Expense Management

Slimstock

DATABASICS, Inc.

Wolters Kluwer www.SalesTax.com â&#x20AC;˘ 800-739-9998 CCHÂŽ SureTaxÂŽ Sales and Use Tax software for Microsoft Dynamics 365, AX, GP and NAV. Mitigate risk and streamline your workflow with tools and the sales tax rates and rules trusted by the IRS.

Time and Attendance

www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization. Microsoft partner since 2004. ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

www.metaviewer.com â&#x20AC;˘ 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.

Warranty and Claims Management DATABASICS, Inc. www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization. Microsoft partner since 2004.

Red Maple www.redmaple.com â&#x20AC;˘ 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 TrueCommerce

Datahaven for Dynamics

Journyx Inc. www.truecommerce.com â&#x20AC;˘ 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.

Metafile Information Systems, Inc.

www.journyx.com â&#x20AC;˘ 800-755-9878 Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project accounting functionality with data validations, multi-approval levels, accrual calculations & more.

www.datahaven4dynamics. com â&#x20AC;˘ 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Red Maple www.redmaple.com â&#x20AC;˘ 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 â&#x20AC;˘ 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.

Learn why JeďŹ&#x20AC; 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. To learn more about The Listresource contact for Jane@thepartnerchannel.com. â&#x20AC;&#x153;The List is a very valuable both Partners and customers. It is a one stop shop for finding ISVs with deep vertical expertise and solutions, who are committed to helping the Dynamics channel.â&#x20AC;?

JeďŹ&#x20AC;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

H2 2018 | 65

HORIZONTAL

Services Application Service Provider/Hosting DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics 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.

Implementation Services

International Software Systems intlsoftwaresystems.com/ â&#x20AC;˘ 714-379-0545 Success Is in the Details Decades implementing ERP from Great Plains to Microsoft Dynamics GP

Custom Development DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics 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 â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics 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.

Merit Solutions, Inc. www.rapid365erp.com â&#x20AC;˘ 630-614-7133 Rapid365 Rapid365 is a pre-configured and best practices deployment of Microsoft Dynamics 365. Forget traditional 12-month multi-million dollar projects - Rapid365 enables companies to go live with less time, risk, and spend.

Managed Services Data Masons Software www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

Manufacturing Implementation & Consulting

HR & Payroll Implementation & Consulting

Elevate HR, Inc. elevate-hr.com/solutions/ â&#x20AC;˘ 973-917-3230 Elevate HR: Solutions for Dynamics 365 & AX HCM Talent, Applicant Portal, HCM Wizards, ESS Benefits, Global Payroll, etc.

KEY:

D365 Customer Engagement/CRM

66 | D365UG/AXUG Magazine

SERVICES

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.

Dynamics GP

Member Organizations ERP Software Blog www.groupbloggers.com â&#x20AC;˘ 888-800-0999 ERP Software Blog/ CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

Referral Marketing DAB Partners www.dabpartners.com â&#x20AC;˘ 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.

International Software Systems intlsoftwaresystems.com/ â&#x20AC;˘ 714-379-0545 Success Is in the Details Personalized on-site or remote training. In English, French & Spanish!

Optimum www.optimum.co.uk â&#x20AC;˘ 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

International Software Systems intlsoftwaresystems.com/ â&#x20AC;˘ 714-379-0545 Success Is in the Details 100s of successful Microsoft Dynamics GP upgradesâ&#x20AC;&#x201C;Itâ&#x20AC;&#x2122;s what we do best! Merit Solutions, Inc. www.meritsolutions.com/upgrade-me/ 630-614-7133 Upgrade365 Upgrade365 enables Microsoft Dynamics AX 2009 and 2012 users to more quickly and cost-effectively upgrade to Microsoft Dynamics 365 for Finance and Operations.

Writing/Documentation Services

Social Media

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.

Marketing Monarchs www.marketingmonarchs.com/ â&#x20AC;˘ 6172566178 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.

Dynamics NAV

D365 Unified Operations/AX

Training

Sales Tax Management Service

The Partner Marketing Group

Dynamics AX

www.tornado-marketing.com â&#x20AC;˘ 608-520-0772 Marketing Consulting Boost your sales with high-impact marketing & persuasive messaging. Work with industry veteran Adrianne Machina on website, content, & strategy.

Wolters Kluwer

Marketing Planning & Services

FourVision HR Plus www.fourvision.com/ â&#x20AC;˘ 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.

Tornado Marketing, Inc.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

Active Directory Integration

Identity & Access Management Automation 365 Microsoft Dynamics

Active Directory bidirectional synchronization

On Prem

AX 2012

AD account creation • security profile assignment • enterprise system access • GDPR & SOX compliance

Test drive available on

Microsoft AppSource

www.elevate-hr.com

sales@elevate-hr.com

+1 877 968-4440

GLOBAL BANKING & TREASURY AUTOMATION EXPERTS Rapid implementation Easy to use and easy to learn Support for D365, AX2012, and AX2009

We’ve recently added ExFlow AP Automation to our product portfolio!

Visit sksoft.com/axugap for more information

Touchless invoice handling Built with Microsoft best practices. Available on AppSource 3-way matching Enhanced Power-BI reports No data synchronization Optimized approval view …and more!

SK Global Software US +1.301.963.7300 Europe +45.2061.45.75 Sales@sksoft.com www.sksoft.com