2017 Q1 by Dynamic Communities, Inc

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contents Q1 2017

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Q1 2017 • WWW.AXUG.COM

WORKING

Smarter START FRESH

THINGS THAT MAKE

SHAREPOINT

SPECTACULAR

Advertiser Index Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Arbela Technologies. . . . . . . . . . . . . . . 2 AXSource . . . . . . . . . . . . . . . . . . . . . . . 29 DSI Global. . . . . . . . . . . . . . . . . . . . . . . 6 Dynamics 365 Tech Conference . . . . . 45 Efima . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Focus . . . . . . . . . . . . . . . . . . . . . . . 13, 43 k-eCommerce. . . . . . . . . . . . . . . . . . . . 23 mcaConnect, LLC. . . . . . . . . . . . . . . . 49 Merit Solutions, Inc. . . . . . . . . . . . . . . . 4 MetaViewer from Metafile . . . . . . . . . . 39 NMB Solutions . . . . . . . . . . . . . . . . . . . 41 Red Maple. . . . . . . . . . . . . . . . . . . . . . 55 Summit 2017 . . . . . . . . . . . . . . . . . . . . 19 Summit EMEA. . . . . . . . . . . . . . . . . . 9, 35

In Every Issue 5 From the Chairman 7 From the General Manager 8 Events 10 Meet Your Peers 14 17 28 40 42 50 51 56 57 62 63

Chapter News

Steven Kfare

5 Things That Make Sharepoint Spectacular

Tips & Tricks Export Your Data to Excel in the New Microsoft Dynamics 365 for Operations

26 30

Recapping Summit 2016

Welcome to Our New Members Word Find What’s New on the AXUG Website On Topic Trending Topics Name That Photo Contest Webinar Speed Read Volunteer of the Quarter: Paul Davis Academy Corner The AX List, from The Partner Channel

Features 18 Humans of AXUG

User Member Showcase Planar Systems

32 The Benefits of Integrated Invoice Workflow Systems

Tips & Tricks Self-Service Reporting in the Microsoft Dynamics AX User Interface

Microsoft Showcase Sri Srinivasan

46 48

Staying Present, Starting Fresh!

Tips & Tricks To Use or Not to Use Alerts

VAR Partner Solution Showcase Stoneridge Software

Tips & Tricks Is Generating Complex Purchase Orders in Microsoft Dynamics AX Using SSRS Giving You a Headache?

ISV Partner Solution Showcase Halo

Industry Showcase Construction Q1 2017 | 3

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AX A A G G U U X X A U X X A A G G U G U G XU AX A G A UG UG XU XU AX AX A A G U XU XU AX AX G A G A UG UG XU XU AX AX A G A G G U U X X A A G G UG U X X A A G G UG UG XU XU AX AX A AX A G A UG UG XU XU AX AX A A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G AX A G A G G U U X X A A G G UG UG XU XU AX U X X A A G G UG UG XU XU AX AX A A G G U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU AX A G A G G U U X X A A G G UG UG XU XU AX AX A A U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G X X A A G G UG UG XU XU AX AX A A G G U U XU X AX U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX A AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG 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Goingfrom to the the Next Level... axug chairman

letter

Sherry Linares

From Incredible to Even Better

Grant Wilson

elcome to the Q1 issue of AXUG® Magazine. The start of the year is a great time to look at where we have been and where we are going. Last year was a tremendous growth year for AXUG both in terms of Members and in how our community works. We will continue growing and working hard to better meet Members’ needs. We will continue building on the positives of last year and make a few adjustments. As always, I welcome your feedback on anything you think we could be doing better. We have a lot of informative content in this issue, and I want to highlight as much as I can. Building on what I said above, we talk about year-end and lessons learned, including best practices going forward in 2017. As always, we have my favorite part of every issue, helpful tips and tricks, including: Alerts in Microsoft Dynamics AX, exporting Excel data in the new Dynamics 365 for Operations, Pivot Tables, and BI. I use Collaborate regularly to interact with other AXUG Members, to answer questions, and to provide insights. It is an awesome way to share, learn, and network with our community. You can replicate this type of collaboration in your own office, and this issue’s article on using SharePoint to work smarter explains how. 2017 sees the beginning of the gradual shift from Microsoft Dynamics AX to Dynamics 365 for Operations. This new version marks the next evolution in Microsoft Dynamics AX. By the time you read this, we will have had two town hall meetings discussing the changes this new direction brings. Providing direct feedback to Microsoft is a key User group benefit, and we continue to be seen and heard. Check out the Microsoft Showcase for more information on Dynamics 365 for Operations. Summit was bigger, better, and more educational than ever before. In a word, it was fantastic. Don’t miss the Summit summary to learn about all the great things we did in 2016, and make sure to book your ticket to Summit EMEA 2017 in Amsterdam (April) or Summit 2017 in Nashville (October) – or both! One of my favorite parts of Summit is our community awards, which recognize those who do so much to make our community great. All our Summit award winners are included in this issue’s Summit shout-out. For those who can’t make it to Summit (and even those who can), chapters are a great way to network locally and learn more about Microsoft Dynamics. We have seen great growth in our chapters all around the world, and in this issue, we highlight both North American and EMEA chapter leaders and chapters to watch. 2016 was an incredible year for AXUG, and we look forward to an ever better 2017!

Grant Wilson Chairman, AXUG Advisory Board

Q1 2017 | 5

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Goingfto r o mthe t h e Next a x u g gLevel... m

letter

Sherry Linares

Much to Look Forward to

Heather Williams

here is so much that the AXUG® community leaders are planning for each of you in 2017, and I am so excited to tell you about some that are on the horizon. First is the Dynamics 365 for Operations Tech Conference. That is a mouthful, isn’t it? This is the Microsoft Dynamics AX Tech Conference of the past, just with a fresh name to meet the new Dynamics 365 branding. This event, scheduled March 12-15 in Seattle, is the place to acquire technical learnings around Dynamics 365. If you are looking for deep developer-based education exclusive to Dynamics 365 for Operations, then this is a must-attend event for you. All sessions are hosted by Microsoft Research & Development, and there will be hands-on labs and Microsoft feedback sessions. This event will include plenty of learning and opportunities to connect with Microsoft and other experts in the Microsoft Dynamics AX/Dynamics 365 for Operations space. Next on the conference schedule is AXUG Summit EMEA. Many of you have heard of or enjoyed AXUG Summit here in the U.S., and now we are spreading our wings to host our event annually in Europe as well. Our 2017 event will be in Amsterdam April 4-6. Summit will bring the same value to the community it serves, no matter its location. There is a packed agenda of great sessions hosted by Users, MVPs, Partners, and Microsoft, and the ever-popular AXUG Medics will be on location as well. Truly, it is the same great event that began in the U.S. and is now being duplicated in Europe. Just when you think “that must be it”, no, it’s not! AXUG Focus will be May 8-9 in St. Louis. Focus is a unique event and opportunity to learn more in-depth, advanced topics in a workshop setting. You can expect smaller session rooms, content that is geared toward the intermediate to advanced User, and coverage of more complex topics. Think of it more as training. This year AXUG Focus will “focus” on the tracks of Finance (specifically AP and AR), Technical, Supply Chain, and Retail. If you are looking for training and advanced learning, check out AXUG Focus. Last, but not least, everyone should earmark their calendars for AXUG Summit U.S. hosted October 11-13 in Nashville! This year will be bigger and better than ever, and I hope you are planning on being a part of it. While I have provided you with a nice landscape of your 2017 AXUG events, let’s certainly not forget about the daily activities you should be doing to ensure you are getting every ounce of value out of your AXUG membership. Make sure you attend a AXUG chapter meeting this year. Attend a webinar AND ask a question. Participate in a special interest group. Check out the recorded content library, and find some great pieces of information that will help you or your team utilize your Microsoft Dynamics AX investment even better. Go to the Forum and post a question and while you are at it, answer someone else’s. Making and taking time to do the things above sooner rather than later can set you on a path for tremendous learning and experiences that ultimately strengthen our incredible AXUG community. Here’s to another great year!

Heather Williams General Manager, AXUG

Q1 2017 | 7

AX A U X AX A G A UG U XU XU AX AX A G A G G U U X X A A G AX A G A UG UG XU XU AX U XU XU AX AX G A G A UG AX A G A G G U U X X A U X X A A G G U G U G XU AX A G A UG UG XU XU AX AX A A G U X X A A G G UG UG XU XU AX AX A G A UG UG XU XU AX AX A A G G UG U XU XU AX AX G A G A UG UG XU XU AX AX A AX A G A G G U U X X A A G G UG UG XU U X X A A G G UG UG XU XU AX AX A A G AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG AX A G A G G U U X X A A G G UG UG XU XU AX AX A U X X A A G G UG UG XU XU AX AX A A G G U U XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX G AX A A G G U U X X A A G G UG UG XU XU AX AX A A G G UG U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX A AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX A A G G U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U U X U X X A A G G UG UG XU XU AX AX A A G G UG U XU XU AX AX A A G G U U X X A A G G AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX U X X A A G G UG UG XU XU AX AX A A G G UG U XU XU AX AX A A G G U U X X A A G G UG AX A G A UG UG XU XU AX AX 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X AX AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U U X X A A G G UG UG XU U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G G UG UG XU XU AX AX A A AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G G UG UG XU XU AX AX A A G U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX A A G G A X AX A G A G G U U X X A A G G UG UG XU XU AX AX 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X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G UG UG XU XU AX AX A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX AX A G A G UG UG XU G XU X AX A A U G G G G UG U XU XU AX AX A A G G U U X X A A A X U A A X U X U G A X U G G U G G G G AX A A G G U U X X A A G G U U X X G G U U X X A A G G UG U XU XU AX AX A A G G U U X X A A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AXU AX AX A G A G UG U G A X U G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX AX A G A G U G A A X U X U G X G U A G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G UG UG XU X U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX AX A G A G X U G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G UG UG X U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX AX A G A X U X U G X G U A G G A X U A X U G G A X U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG U XU X AX A A G A G UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX A G A U X U G X G U A G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU A G G G UG U XU XU AX AX A A G G U U X X A A A X U G G U U X X A A G G A X U G G G G AX A A G G U U X X A A G G U U X X A A G G UG U XU XU AX AX A A G G U U X X A A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG UG XU XU G A X U G X G U A G G A X U A X U G G A X U A A X U AX G A G A UG UG XU XU X AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G U U X X A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU G A X U X U A G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG U G G G UG U XU XU AX AX A A G G U U X X A A A X U G G U U X X A A X U G G G AX A A G G U U X X A A G G U U X X A A G G UG U XU XU AX AX A A G G U U X U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A G A X U X U A G G A X U A X U G G A X U AX G A G A G UG U XU X AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU X U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX A G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU G A X U X U A G G U U X X A A G A X U A X U AX G A G A G G U U X X A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU G A X U X U A G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U G A X U X U A G G U U X X A A G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A G A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G A X U X U A G G U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG X U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G A A G G U U X X U U X X AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG U X X A A G G UG U XU XU AX AX A A G G U U X X A A

events

sessions meetings courses

The Learn & Engage section on www.axug.com and the weekly AXUG® Event Guide are your best sources for the latest AXUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting AXUG event.

www.d365tech.com

Summit EMEA

4-6 April | Amsterdam

www.summitemea.com

Focus 2017

May 8-9 | St. Louis, Missouri

www.ugfocus.com

AXUG Summit 2017

October 10-13 | Nashville, Tennessee

www.axugsummit.com

Academy Courses

Dynamics 365 Tech Conference

Chapter Meetings

March 12-15, Seattle | Washington

March 6 Pennsylvania | Philadelphia March 9 Kentucky March 16 Oregon | Portland March 17 Ohio May 16 Edmonton May 18 Missouri | St. Louis May 18 Oregon | Portland May 19 Ohio July 21 Ohio August 15 Edmonton August 17 Missouri | St. Louis September 15 Ohio November 16 Missouri | St. Louis November 17 Ohio

March 24 Introduction to Management Reporter April 13 Advanced Management Reporter April 21 Microsoft Dynamics AX Budgeting May 12 Introduction to Management Reporter May 19 Advanced Management Reporter June 16 Introduction to Management Reporter June 23 Dynamics 365 (AX7) Financial Reporting

8 | AXUG Magazine

Webinars

March 10 Everything Your Grandmother Didn’t Tell You About

May 12 Everything Your Grandmother Didn’t Tell You About Dynamics 365

Dynamics 365

“I appreciate the various channels for getting answers to my questions such as

local chapter meetings, direct contact with other Microsoft Dynamics AX Users,

online forums, webinars, Academy training classes, and AXUG Summit.”

- Thomas Farmer, AXUG User Member

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

#SUMMITEMEA2017

A peer-to-peer focused conference dedicated to Microsoft Dynamics AX end user education and networking. “We are excited to be part of Summit EMEA 2017, the premier conference for European-based Microsoft Dynamics users. The knowledge sharing opportunity at the event is phenomenal, with access to other users, product experts as well as Microsoft engineering and product managers.” Chris Rothwell, Microsoft UK Dynamics Business Lead

SESSION TOPICS INCLUDE: Application Lifecycle Management, Functional, Manufacturing, Power BI, Retail, Security, Technical REGISTER TODAY

4-6 APRIL 2017 | AMSTERDAM

WWW.SUMMITEMEA.COM

AX A G A G G U U X X A A G U X X A A G G UG UG XU XU AX AX A G A UG UG XU XU AX AX A A G G UG U XU XU AX AX G A G A UG UG XU XU AX AX A AX A G A G G U U X X A A G G UG UG XU U X X A A G G UG UG XU XU AX AX A A G AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG AX A G A G G U U X X A A G G UG UG XU XU AX AX A U X X A A G G UG UG XU XU AX AX A A G G U U XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G U U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX A U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG UG X U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU X U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX A U X X A A G G UG UG XU XU AX AX A A G G UG U XU XU AX AX A A G G U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A U X X A A G G UG UG XU XU AX AX A A G G UG U XU XU AX AX A A G G U U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G U X X A A G G UG UG XU XU AX AX A A G G UG U XU XU AX AX A A G G U U X X AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U U X X A A G G UG UG XU XU AX AX A A G G UG U XU XU AX AX A A G G U U X X A A AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG UG XU XU U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U U X X U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G G UG AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A 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G UG U XU XU AX AX A A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX G A X U X U A G G A X U A X U G G A X U AX G A G A G UG U XU X AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU X G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG X G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG G A X U X U A G G U U X X A A G A X U A AX G A G A G UG U XU X X A A G G UG UG XU XU AX AX A G A G G UG UG XU XU A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G A X U X U A G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G G U U X X A A U U X X AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A X U X U A G G U U X G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A G A G G U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A X U X U A G G U U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU X G G G U U X X A A A X U X U G AX A G A G G U U X AX A A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G G G U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G G U U X X AX G A G A UG UG XU XU AX AX A A G G UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A G G G U U X AX G A G A UG UG XU XU AX AX A A G G U U XU XU AX AX G A G A UG UG XU XU AX AX G G G U U AX G A G A UG UG XU XU AX AX A A G U XU XU AX AX G A G A UG UG XU XU AX G G G A G G U U X X A A

peers

meet your axug peers

Meet Your Award Winners

AXUGÂ® presented the 2016 All-Star and Chapter Leader of the Year accolades at Summit16.

All-Stars

The All-Star award is peer-nominated and recognizes passionate volunteer leaders who make significant contributions to AXUG.

10 | AXUG Magazine

2016 AXUG All-Stars 2015 AXUG All-Stars

Kelly Kane, Algood Food Company Paul Martin, TempurSealy, Inc. Bobby Small, Ouray Sportswear Tom Farmer, TricorBraun Connie Thompson, Alltech Grant Wilson, Microsemi Consulting GG Rowe, Planar Systems, Inc.

2014 AXUG All-Stars

Brian Pond, Pond Consulting Jason Thorpe, Microsemi Consulting Tad Dockstader, Kurt J. Lesker Company

2016 Chapter Awards The Chapter Leader of the Year award recognizes a volunteer that goes beyond delivering local meetings throughout the world and helps our Members excel in the use of Microsoft Dynamics AX.

2016 Chapter Leader of the Year

Kelly Kane, Algood Food Company, of the Kentucky chapter

The Chapter of the Year award recognizes a chapter for not only providing quality education and training, but also a prosperous networking environment among Users, supported by a dynamic leadership team.

2016 Chapter of the Year

North Carolina (Charlotte) led by Chuck Moore, James M. Pleasants, Co., and Paul Martin, TempurSealy, Inc.

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G UG U XU X AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU X G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG X G A X U X U A G G U U X X A A G A X U A X AX G A G A G UG U U X X A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG G A X U X U A G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G A X U X U A G G U U X X G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A G A G G UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A X U X U A G G U U X AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A A G G U U X X U U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX G A X U X U A G G G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU X G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G G G U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G G U U X X AX G A G A UG UG XU XU AX AX A A G G UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A G G G U U X AX G A G A UG UG XU XU AX AX A A G G U U XU XU AX AX G A G A UG UG XU XU AX AX G G G U U AX G A G A UG UG XU XU AX AX A A G G G U U X X A

peers

meet your axug peers

We reached out to the award recipients to find out what it means to receive this recognition.

Bobby Small, All-Star

I interact each day with so many potential AXUG All-Stars: David and Mike from our leadership team, Colorado chapter members like Lindsey, Brian, and Shannen, and countless others around the U.S. and beyond. I am humbled to be recognized amidst so many talented and passionate people. Being a part of a User group community is all about networking, engagement, and value, and AXUG and all the AXUGians provide this in abundance! I am proud of ALL the people leading this community, administrators to Users, and I will continue to draw inspiration from the AXUG community as 2017 rolls into action.

Chuck Moore, Chapter of the Year co-leader

It meant a great deal to me for our chapter to be named Chapter of the Year in 2016. I have been active in the chapter for eight years and have led it for seven years. We have an awesome group of Members that make each and every meeting very worthwhile to attend, and I always take away something from the discussions that help me back at my company. The willingness of the Members to help each other and to help other chapters has been a joy.

Connie Thompson, All-Star

Volunteering for AXUG at both the national and Kentucky chapter level is a labor of love. Much more is gained than is given from my involvement, so being named an All-Star is truly a gift from the AXUG community. It is an honor to be included in an All-Star group that contains such highly competent User advocates. I encourage all Microsoft Dynamics AX Users to become involved in some way with the AXUG community. Make friends, share your knowledge and experience, and learn from those who have been there, done that!Â

Q1 2017 | 11

AX A G A UG UG XU XU AX AX A A G U X X A A G G UG UG XU XU AX AX A G A UG UG XU XU AX AX A A G G UG U XU XU AX AX G A G A UG UG XU XU AX AX A AX A G A G G U U X X A A G G UG UG XU U X X A A G G UG UG XU XU AX AX A A G AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX U X X A A G G UG UG XU XU AX AX A A G G U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G U U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G AX A A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG X U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU X U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX U X X A A G G UG UG XU XU AX AX A A G G UG U XU XU AX AX A A G G AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A U X X A A G G UG UG XU XU AX AX A A G G UG U XU XU AX AX A A G G U U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G U X X A A G G UG UG XU XU AX AX A A G G UG U XU XU AX AX A A G G U U X X AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG UG U X X A A G G UG UG XU XU AX AX A A G G UG U XU XU AX AX A A G G U U X X A AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U U U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U U X X U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G G UG AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G G UG UG AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U U X X A A G U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX A A G G U U X X A A G G UG UG XU XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX A A G G U U X X A A G G UG UG XU XU X U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U U X X A A G A G UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX AX G U G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX G A U X U G X G U A G G A X U A X U G G A X U A A X U X U G A X U AX G A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G U U X X A A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU X G A X U G X G U A G G A X U A X U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU X G G G G UG U XU XU AX AX A A G G U U X X A A A X U A X U G G G XU X AX A G A G UG UG XU XU AX AX A U AX A A G G U U X X A A G G U U X X A A G G A X U G U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG UG G A X U X U A G G A X U A X U G G A X U A X U X U G A X U G G AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U U X A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G G A A G G U U X X U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G G G UG U XU XU AX AX A A G G U U X X A A A X U G G U U A X U G G G AX A A G G U U X X A A G G U U X X A A G G UG U XU XU AX AX A A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX G A X U X U A G G A X U A X U G AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU X G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG X G G G UG U XU XU AX AX A A G G U U X X A A A X U A X U G G G AX A A G G U U X X A A G G U U X X A A G G UG U XU XU AX AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G A X U X U A G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G G UG U XU XU AX AX A A G G U U X X A X U A X U G G G AX A A G G U U X X A A G G U U X X A A G G UG U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G G G G U U X X A A U U X AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A X U X U A G G U U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX G G G UG U XU XU AX AX A A G G A X U A X U G G G AX A A G G U U X X A A G G U U X X A A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU X G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G G G U U X X A A X AX G A G A UG UG U XU X AX A A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G G U U X X AX G A G A UG UG XU XU AX AX A A G G UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A G G G U U X AX G A G A UG UG XU XU AX AX A A G G U U XU XU AX AX G A G A UG UG XU XU AX AX G G G U U A X U AX G A G A G UG U XU X AX A A G U XU XU AX AX G A G A UG UG XU XU AX G G G U U X X A A G G

peers

meet your axug peers

Kelly Kane, All-Star and Chapter Leader of the Year

Being named the 2016 Chapter Leader of the Year and an AXUG All-Star was a rewarding and humbling experience. There are so many great Members who contribute to the Microsoft Dynamics AX community, and I am honored to even be considered amongst their ranks. I would like to take this opportunity to publicly thank everyone who nominated and voted for me in this process. It means a lot to me! Being recognized for Chapter Leader of the Year was amazing, but as I tell everyone, I could never do it alone. Luckily, I am one third of an amazing leadership team with Connie Thompson and Lenora Gusler. We work well together, and I would be remiss if I didn’t give them proper credit for their roles on the leadership team. They deserve accolades just as much as I do for the success of the Kentucky chapter. And speaking of the Kentucky chapter, everyone should come out to the Bluegrass State and join us for a meeting. They are fun and informative with plenty of good networking happening. Receiving the AXUG All-Star award was unexpected but very exciting! I have spent a lot of time giving back to the Microsoft Dynamics AX community over the past couple of years, and to be recognized for what I do has motivated me to be even more involved in the community. I have taken my passion for working with people that are new to Microsoft Dynamics AX beyond the webinar series “AX for Dummies”, and have now started a blog called “AX Soup”. I have also joined the AXUG Board of Advisors and hope to continue being an active participant in the Microsoft Dynamics AX community, giving a voice to the Users and helping people in the best ways I can.

Paul Martin, All-Star and Chapter of the Year co-leader

I was totally surprised by the awards I received. The involvement I have is not to get an award, but to help the community and my fellow Users. It was really wonderful to be recognized for my volunteer work for the community. My involvement in AXUG is also beneficial to me, as I learn from other Users who are willing to share and get involved. The reason I volunteer as much as I do is because I believe in the goals and purpose of the community and chapters. I would encourage everyone to get involved and put some time into AXUG because what you get back is well worth the time you invest. I would also say that you do not have to be a session speaker; there are the forums and many jobs within chapters and the community at large that do not require you to be the point person, but you never know until you try whether you like doing that or not. Receiving these awards is an encouragement to me to maybe try to give just a bit more and to encourage others to get involved and be part of leading our community to greater successes.

Tom Farmer, All-Star

The All-Star award is an honor because it is awarded by member voting. I appreciate the recognition of my peers, especially when I realize the accomplishments of my fellow nominees. I’m sure I don’t deserve it, but I am honored to receive it. The list of All-Stars is a list of smart, hardworking, passionate AXUG Members, and I am honored to work with them. I hope the award can encourage others to get involved in their local chapter and the AXUG community so that everyone can benefit from the talent in the User group.

12 | AXUG Magazine

Dive in deep. Emerge an expert. The premier advanced-learning conference for Microsoft Dynamics Users.

I can always guarantee that I return home with new ideas to old problems, lists of valuable resources and tools, another new friend, respected contacts, and a renewed approach to creating solutions. Clarissa Simpson, System Administrator, Programming Committee Member

VISIT WWW.UGFOCUS.COM FOCUS May 8-11, 2017 | St. Louis, MO

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AX A G A G G U U X X A A G U X X A A G G UG UG XU XU AX AX A G A UG UG XU XU AX AX A A G G UG U XU XU AX AX G A G A UG UG XU XU AX AX A AX A G A G G U U X X A A G G UG UG XU U X X A A G G UG UG XU XU AX AX A A G AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG AX A G A G G U U X X A A G G UG UG XU XU AX AX A U X X A A G G UG UG XU XU AX AX A A G G U U XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX A U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G 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news

c h a p t e r

“We are extremely excited about the DC chapter and being able to connect and share information with other Microsoft Dynamics AX Users in our area.”

Chapter

Highlights

14 | AXUG Magazine

ne w s

Chapter to Watch

Baltimore/dc

CHAPTER LEADER Elysse Heyman Business Process Manager Hargrove

The Baltimore/DC chapter is one to watch this quarter as this brand-new group debuted in December 2016 with a great turnout of 25 attendees. “The inaugural meeting was held at our headquarters in the NATO conference room (see photo),” says Elysse Heyman, chapter leader and business process manager for Hargrove. “We kicked off with a facility tour where we talked through how Hargrove uses Microsoft Dynamics AX.” Elysse shares that the meeting had a lot of great back-and-forth discussions, with the chapter proving to be a very animated group. “We had representatives from C-Span, PBS, Keller Foundations, and others in the DC area,” shares Elysse. “We discussed how we would like to manage the chapter and what Members are hoping to get from the group, and we finished off with a session on procurement workflows and Project Accounting, which was a modified version of content presented at Summit 2016.” Elysse concludes, “We are extremely excited about the DC chapter and being able to connect and share information with other Microsoft Dynamics AX Users in our area.”

»» Future quarterly meetings will rotate around the DC area, with at least one

»» The Baltimore/DC chapter brings together a metro area and has Members

social event in the works.

from Maryland, DC, and northern Virginia.

AX A A G G U U X X A U X X A A G G U G U G XU AX A G A UG UG XU XU AX AX A A G U XU XU AX AX G A G A UG UG XU XU AX AX A G A G G U U X X A A G G UG U X X A A G G UG UG XU XU AX AX A AX A G A UG UG XU XU AX AX A A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G AX A G A G G U U X X A A G G UG UG XU XU AX U X X A A G G UG UG XU XU AX AX A A G G U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU AX A G A G G U U X X A A G G UG UG XU XU AX AX A A U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G X X A A G G UG UG XU XU AX AX A A G G U U XU X AX U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX A AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG 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A G A G UG U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX AX G U G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX G A X U G X G U A G G A X U A X U G G A X U A A X U X U G AX G A G A G UG U XU X AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G U U X X A A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU G G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG G A X U X U A G G A X U A X U G G A X U A X U X U G A AX G A G A G UG U XU X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G U U X U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A U G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG X U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A X U X U A G G U U X X A A G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX G A X U X U A G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU X G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG G A X U X U A G G U U X X A A G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG G A X U X U A G G U U X X A A G AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G A X X A G G U U U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G UG U XU XU AX AX A A G G U U X X A X U A X U G G G AX A A G G U U X X A A G G U U X X A A G G UG U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G G G U U X X A A U U X AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A X U X U A G G U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU A G G G UG U XU XU AX AX A A G G A X U A X U G G G AX A A G G U U X X A A G G U U X X A A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G G G U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G U U X X AX G A G A UG UG XU XU AX AX A A G G UG U U XU XU AX AX G A G A UG UG XU XU AX AX A G G G U U X AX G A G A UG UG XU XU AX AX A A G G U XU XU AX AX G A G A UG UG XU XU AX AX G G G U A AX G A G A UG UG XU XU X AX A A G G G U U X X A

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Congratulations to James Earles, director of enterprise applications for Marc Jacobs, for being named AXUG® chapter leader of the quarter! James leads the brand-new New York City chapter at the prompting of a former colleague who asked James if he would be interested in starting a chapter. “I was delighted to get involved as I believe strongly in Microsoft Dynamics AX and its capabilities,” James says. “I started working with Microsoft Dynamics AX back when it was called Axapta and the product was on version 2.5. As such, it has been very rewarding to be a small part of the success of the tool throughout the years.” The things that James most enjoys about leading the chapter are getting to meet other companies who use Microsoft Dynamics AX as well as receiving recommendations from peers to save a lot of research time. James concludes, “Knowing that the roadmap of Microsoft Dynamics AX is so promising, I was very interested in getting involved in a User Group in my area. After only one meeting, it has proven to be beneficial to meet other Microsoft Dynamics AX Users in our area and even our industry sector. We’ve already exchanged emails and discussed common vendors and solutions used.”

»» The New York City chapter hosted 14 attendees at the first meeting and

plans to meet quarterly throughout the year.

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Chapter Leader of the Quarter

james earles

New York City Chapter Director of Enterprise Applications Marc Jacobs

“Knowing that the roadmap of Microsoft Dynamics AX is so promising, I was very interested in getting involved in a User Group in my area.”

Highlights

Leader

Q1 2017 | 15

AX A G A G G U U X X A A G U X X A A G G UG UG XU XU AX AX A G A UG UG XU XU AX AX A A G G UG U XU XU AX AX G A G A UG UG XU XU AX AX A AX A G A G G U U X X A A G G UG UG XU U X X A A G G UG UG XU XU AX AX A A G AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG AX A G A G G U U X X A A G G UG UG XU XU AX AX A U X X A A G G UG UG XU XU AX AX A A G G U U XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX A U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX U X X A A G G UG UG XU XU AX AX A A G G UG U XU XU AX AX A A G G U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G U X X A A G G UG UG XU XU AX AX A A G G UG U XU XU AX AX A A G G U U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A U X X A A G G UG UG XU XU AX AX A A G G UG U XU XU AX AX A A G G U U X X AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U X X A A G G UG UG XU XU AX AX A A G G UG U XU XU AX AX A A G G U U X X A A AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG UG XU X U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U U X U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G G UG AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G G UG UG U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U U X X A A G U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX A A G G U U X X A A G G UG UG XU XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U U X X A A G G U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G G UG UG XU XU AX AX AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G UG U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX AX G U G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX G G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU G A X U G G X U A G G A X U A X U G G A X U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG U XU X AX A A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU G A X U G X U A G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A U G A X U X U A G G U U X X A A G A AX G A G A UG UG XU XU X AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A X U X U A G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG X U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G G G UG U XU XU AX AX A A G G U U X X A A A X U G G U A X U G G G AX A A G G U U X X A A G G U U X X A A G G UG U XU XU AX AX A A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX G A X U X U A G G A X U A X U G G A X U AX G A G A G UG U XU X AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU X G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG G A X U X U A G G U U X X A A G A X U A AX G A G A G UG U XU X X A A G G UG UG XU XU AX AX A G A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G A X U X U A G G U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G U U X X A A U U X X AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A X U X U A G G U U X G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A G A G G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A X U X U A G G U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU A G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU G G G U U X X A A A X U X U G AX A G A G G U U X AX A A G G UG UG XU XU AX AX G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G G G U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G U U X X AX G A G A UG UG XU XU AX AX A A G G UG U U XU XU AX AX G A G A UG UG XU XU AX AX A G G G U U X AX G A G A UG UG XU XU AX AX A A G G U XU XU AX AX G A G A UG UG XU XU AX AX G G G U AX G A G A UG UG XU XU AX AX A A G U XU XU AX AX G A G A UG UG XU XU A G G G A G G U U X X A A

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»» Sweden has a large (and growing!) chapter with 159 Members.

16 | AXUG Magazine

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Chapter Leader of the Quarter

Carina Henrikson

Sweden Chapter Trygg-Hansa

Carina Henrikson of Trygg-Hansa is the AXUG® Chapter Leader of the Quarter. Hailing from the Sweden chapter, Carina enjoys the connection to the group and amongst its Members in her leadership role. “People are really enjoying our meetings, and it’s great to get all the nice feedback, connect people, and make our Users not feel alone,” says Carina. Carina mentions that they’ve had some technical issues with the Users registered in the database, so the chapter’s goal for 2017 is to ensure they have an accurate list of Swedish Users so that all Members can experience the value of their meetings.

Highlights

Leader

XU AX AX G A G A UG UG XU XU AX G G U AX A G A UG UG XU XU AX AX A A G U XU XU AX AX G A G A UG UG XU XU AX AX A G A G G U U X X A A G G UG U X X A A G G UG UG XU XU AX AX A AX A G A UG UG XU XU AX AX A A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G AX A G A G G U U X X A A G G UG UG XU XU AX U X X A A G G UG UG XU XU AX AX A A G G U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU AX A G A G G U U X X A A G G UG UG XU XU AX AX A A U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX A AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG UG U 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AX A A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX G A X U X U A G G A X U A X U G G AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU X G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG G G G UG U XU XU AX AX A A G G U U X X A A A X U A X U G G G AX A A G G U U X X A A G G U U X X A A G G UG U XU XU AX A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G A X U X U A G G U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G UG U XU XU AX AX A A G G U U X X A X U A X U G G G AX A A G G U U X X A A G G U U X X A A G G UG U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G G G U U X X A A U U X AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A X U X U A G G U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU A G G G UG U XU XU AX AX A A G G A X U A X U G G G AX A A G G U U X X A A G G U U X X A A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G G G U U X X A A X U X AX G A G A G UG U U X AX A A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G U U X X AX G A G A UG UG XU XU AX AX A A G G UG U U XU XU AX AX G A G A UG UG XU XU AX AX A G G G U U X AX G A G A UG UG XU XU AX AX A A G G U XU XU AX AX G A G A UG UG XU XU AX AX G G G U A X U X U G AX A G A G G U U X AX A A G G G U U X X A

members welcome to our new members

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

New AXUG User Members

Alberta Motor Association American Driveline Systems, Inc. American Residential Service ANFORA Applied Medical Technologies, Inc. Automobile Protection Corp BEC Feed Solutions BeoCare Inc Bermudez Group Limited Blackhawk Network Bomgaars Supply Inc Campbell Scientific (Canada) Corp. Carte Blanche Greetings Ltd Charles Tyrwhitt Ltd. Chemonics International CITADELLE Contura Energy County of Roanoke CRC Industries, Inc. Daisy Brand Danske Fragtmænd A/S DATA Communications Management Corp Data#3 Limited

Agility Business Solutions Annata AxCo AS Baoxin Technology Binary Consultants CEM Business Solutions Inc

Delta Apparel Dentsply Sirona Dermira, Inc. DF Stauffer Dover Chemical Ducks Unlimited Inc. Duluth Trading Company DUTCH LLC Dynavax Technologies EACH Eastwood Evans Manufacturing Factory Motor Parts Famous Dave’s Fenix Outdoor Fieldfisher LLP Gale Pacific Gauri Dandekar GFS Chemicals, Inc. Halogen Software Inc. Haynes International Industrial Electrical Company InterDigital Jamaica Broilers Group Johanson Dielectrics, Inc. Johnson Smith

New AXUG Partner Members

Dynamicweb F&I Trust AG Formpipe Lasernet HighJump implexis GmbH Infinite Solutions

King Arthur Flour Company L.V. Lomas Leeward Renewable Energy Mattress Firm Medisys Corporate Health Medpace Midrex Technologies Inc NobelClad Noritz Norseman Inc North American Science Assoc. Novation iQ Nygard Okuma Paul Reed Smith Guitars Penn Jersey Paper Co Petersime NV Peterson UK Ltd Pfanstiehl, Inc. Press Ganey PT. Mega Akses Persada Radius Health Ranir RedGuard

Rockler Companies Rogers Memorial Hospital Rotork Plc Russell Mineral Equipment Pty Ltd Savers, Inc. Sears Manufacturing Co Sempra US Gas & Power Septodont Inc. Serv-U-Success Signode Industrial Group Sinclair Research Center LLC SSS Australia Summit Midstream Partners Sunny Delight Beverages Synergy Flavors Teck Resources Limited The Manischewitz Company Theravance Biopharma, Inc Thiele Kaolin Company Tishman Speyer VGM Group Inc Virginia State Lottery Vitamin World inc. Western Forms, Inc.

Integrated Software Solutions Loki Systems Inc. Mouth of Wood LLC OnActuate Consulting PA Group USA

Pacific Business Consulting, Inc. Pipol SaaSplaza Inc. Skalable Technologies Turnkey Technologies, Inc. Visionet Systems

Q1 2017 | 17

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A G UG U XU X AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G U U X X A A G A G UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX G U G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU G G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU G A X U G X U A G G A X U A X U G G A X U A X U X U G A AX G A G A G UG U XU X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G U U X AX A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG X G A X U X U A G G A X U A X U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG G G G UG U XU XU AX AX A A G G U U X X A A A X U G G U U X X A A X U G G G AX A A G G U U X X A A G G U U X X A A G G UG U XU XU AX AX A A G G U U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A G A X U X U A G G A X U A X U G G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU G A X U X U A G G U U X X A A G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG X G A X U X U A G G U U X X A A G AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG G A X U X U A G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G G G UG U XU XU AX AX A A G G U U X X A A A X U A X U G G G AX A A G G U U X X A A G G U U X X A A G G U G U XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G G G U U X X A A U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A X U X U A G G U U X AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G G G UG U XU XU AX AX A A G G U U A X U A X U G G G AX A A G G U U X X A A G G U U X X A A G G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX G G G U U X X A A U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU G A X U X U A G G AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG X G G G U U X X A A A X U X U G G AX A A G G U U X AX A A G G UG UG XU XU AX AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G G G U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU G U XU XU AX AX G A G A UG UG XU XU AX AX A G G G U U X AX G A G A UG UG XU XU AX AX A A G G UG U XU XU AX AX G A G A UG UG XU XU AX G G G UG AX G A G A UG UG XU XU AX AX A U XU XU AX AX G A G A UG UG XU G G AX G A G A UG UG XU XU AX U XU XU AX AX G A G UG G AX G A G A UG UG XU G U XU XU AX G AX G A G UG U XU G G AX

member profile

volunteer profile AXUG Membership Committee

AXUG New Jersey (Central) Chapter

18 | AXUG Magazine

Humans of

member Steven Kfare

What is the number one reason you decided to join AXUGÂ®?

Company The New York Times

Describe a time where you learned a valuable tip from another AXUG Member.

Knowledge gained from other Users.

job role Senior Business Analyst

Being new to Microsoft Dynamics AX, I was tasked to create the aging buckets for accounts receivable. When I viewed the results in our Sandbox environment, something looked off, even though I followed the configuration documents as provided. I posed my issue on the AXUG Open Forum, and another User was able to provide the correct method to the setup.

member since 2015

How has networking through AXUG benefited you in your role and/or as an organization?

We are not live yet, so I felt it was a good idea to go to a chapter meeting. While there, I made a connection with a vendor, which while we did not select them to work with us, they were able to provide good insight to the product.

Describe how being a Member of AXUG has benefited your career and job role.

The ability to use AXUG as a place to gain knowledge from those who work with the product every day is very beneficial.

Describe what you gain from volunteering with AXUG.

I feel it is a good way to learn what others are doing with the solution while providing my own services to the User Group.

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

"Last year was my first time attending Summit. I walked away from my first Summit experience with more excitement, passion, drive and enthusiasm about the role I play in my company than ever before. You can't help but to get energized and inspired by all the good things Summit has to offer." Sean Reynolds, System Admin

AXUG Summit delivers the canâ&#x20AC;&#x2122;t-miss annual conference for users of Microsoft Dynamics AX. In a multitude of industries, AXUG Summit is well known as a premier user-centric experience. You'll leave with a wealth of knowledge to

bring home and immediately apply in your role.

EARLY BIRD REGISTRATION* OPEN UNTIL JUNE 29! REGISTER AT: WWW.AXUGSUMMIT.COM *AXUG User Members save an additional $400. Join AXUG today!

October 10-13, 2017 | Nashville, TN

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THANK YOU AXUG SUMMIT 2016 PREMIER SPONSORS!

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UG UG X G A A G G U U X X U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG G A X U X U A G G U U X X A A G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG UG XU XU A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G A X U X U A G G U U X X A A G AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G G A A G G U U X X U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX G A X U X U A G G U U X X A A G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU G A X U X U A G G U U X X A A G AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG X G A A G G U U X X U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG G A X U X U A G G U U X X A A G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G A X U X U A G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU X U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G A A G G U U X X U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G A X U X U A G G U U X G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A G A G G UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A X U X U A G G U U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX G A A G G U U X X U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU G A X U X U A G G G A X U A X U G AX A G A G G U U X X A A G G UG UG XU XU AX AX A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG X G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G G G U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU G U XU XU AX AX G A G A UG UG XU XU AX AX A G G G U U X AX G A G A UG UG XU XU AX AX A A G G UG A X U X U G G U XU XU AX AX A A G G U U X G G G UG AX G A G A UG UG XU XU AX AX A U XU XU AX AX G A G A UG UG XU G G A X U X U G AX A G A G G U U X U XU XU AX AX G A G UG G AX G A G A UG UG XU G U XU XU AX G AX G A G UG U XU G G AX

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20 | AXUG Magazine

story by Kelly Kane, Algood Food Company, AXUG® User Member

Microsoft SharePoint® is an amazing collabora-

tion tool that doesn’t get the credit it deserves.

I have been a faithful advocate and SharePoint

User for several years, and I am sharing the

top five things I love in SharePoint.

I am currently using SharePoint 2010, so

if you are lucky enough to be on a newer

version, you probably have these capabilities

as well. We all know that Microsoft likes to

change things, so if the following are no

longer available, just know that Microsoft

has probably created something even better

to take its place:

things that make sharepoint

spectacular

SharePoint Designer (available only through SharePoint 2013) SharePoint Designer, a tool downloaded separately, integrates with your SharePoint site to allow you to easily configure, update, and create solutions in a very easy-to-use format. You can use Designer to work on any of your SharePoint sites, lists, libraries, or even permissions outside of SharePoint, then publish your changes back to your live SharePoint environment when you are ready. You can refresh the data between SharePoint and Designer regularly as well with the click of a button so that you are working with the most up-to-date information from SharePoint in Designer. SharePoint Designer will open a world of possibilities for you, and it is a lot easier to work with than the inherent SharePoint settings. I use SharePoint Designer now for all SharePoint changes, and I have discovered that my favorite functionality within SharePoint Designer is the ability to create and modify workflows! That brings me to my next itemâ&#x20AC;Ś

Workflows Workflows can be a very powerful tool in SharePoint if done properly. A lot of planning and preparation need to take place before creating a workflow, but if done right, a workflow can provide a company with the ability to manage a process through documentation. When completed, the entire timeline of the workflowâ&#x20AC;&#x2122;s task completion and approval process is stored and available for review in SharePoint. Workflows can help organize a process that requires several different steps through workflow approvals. Workflows can also be set up to allow for the collection of feedback on a document that then gets compiled into a list and returned to the workflow originator. Workflows can help your company organize tasks through a process flow that is as unique as you need it to be. Workflows can be made simple or complex, and they are easily integrated into Outlook with the ability to see and access your tasks in automated email reminders from SharePoint.

2 Q1 2017 | 21

Integration with InfoPath InfoPath is a tool with a SharePoint integration that allows a User to create a form that will display within the SharePoint browser. It is just like InfoPath Forms Service in that it makes for a seamless, easy-to-use method to gather data, but it is integrated with SharePoint, and the data gathered is then stored in a SharePoint list. You can create a simple form or a complex form with dropdowns, radio buttons, date pickers, calculated values, attachments – the options are vast! You can make certain fields in your form required fields, and you can even build a form into a workflow. The really nice benefit of using InfoPath for all of your unique business forms is that it looks extremely professional and doesn’t require a lot of work to set up. It is definitely worth looking into!

Versioning

When setting up a document library, you can allow for versioning of documents within that library. This is a great tool because you may need to keep all versions of a document for auditing purposes. Likewise, you may have a document that gets edited by multiple parties, and you can revert to an older version of the document if someone accidentally overwrites important data. You can set up your library to create major (1, 2, 3, 4) or minor (1.0, 1.1, 1.2, 1.3) versions of the document every time it is edited. You can also specify how many versions of a document you’d like to keep within your system. Some companies require retaining the entire history of the document while others may require keeping as few as two. This is entirely up to you and your company’s data retention policy. Keep in mind this question, though: What do you hope to get from keeping versions of a document? You can also specify whether a document needs to be checked out for editing. The updated version of the document will not be available for viewing until the document is checked back in by the document editor. This is helpful because only one person at a time can edit the document, avoiding potential conflict between document versions.

Unique Permissions And finally, SharePoint allows Users to create unique permissions on pretty much anything within the site. Your company may have a folder where sensitive documentation is stored; for example, payroll or HR. Or, you may want to create a site for collaboration on a project that not everyone in the company needs access to see. You can specify site owners on each site who can control the permissions of their own site, or you can have an administrator handle all permissions updates. A best practice for utilizing permissions within SharePoint is to create at least three groups per site that require unique permissions. These groups would include site owners, site contributors, and site viewers. As you can probably guess, site owner would have full access to update their site. Site contributors would be able to upload and create documents on the site, and site viewers would have read-only access.

Conclusion If you haven’t yet discovered SharePoint, or if you are just getting started with it, start digging into it! Realize the full potential of this tool, and maybe you will find a few things that make you wonder how you ever functioned without it. AXUG Kelly Kane is an information systems specialist at Algood Food Company. You can reach Kelly at Kkane@algoodfood.com.

22 | AXUG Magazine

t&t

tips & tricks

Export Your Data to Excel in the New Microsoft Dynamics 365 for Operations by Chris Rusing, Logan Consulting, AXUG® Partner Member

icrosoft Dynamics 365 for Operations (the new moniker for Microsoft Dynamics AX) is now available, but many people in the Microsoft Dynamics AX community may view this new upgrade as an enigma given its vast array of changes. For example, in the prior versions of Microsoft Dynamics AX, many of the forms were exportable to Microsoft Excel®. However, these forms came into Excel as static data, which severely hindered your ability to truly interact with that exported data. Much of that has changed in the new Microsoft Dynamics AX because the data you export to Excel is now dynamic. It can be changed in the Excel workbook and then uploaded back into Microsoft Dynamics AX! Below we will provide examples in which this functionality is especially useful. *Note: You must have Excel 2016 installed in order to run these procedures. In our first example, we will update the lines of a general journal. First go to the page below, select a batch, and then click Open lines in Excel. This will open a drop-down of the available templates. Choose the General journal line entry template. Please note that other templates can be created, but this one should be available in the Contoso demo environment.

The lines have now been updated in Microsoft Dynamics AX.

I believe end Users will get the most out of this functionality in the budgeting module. In the example below, we have a budget register entry still in Draft status, so we can open the budget entries in Excel. Select the entry and click Open in Excel at the top of the form.

This will open the journal in Excel, as seen below. Notice that the Microsoft Dynamics add-in is active in the far right.

Let’s update these amounts to $500 each. Then click the Publish button in the data connector area.

24 | AXUG Magazine

It may take some time to retrieve the data, but it should look like the next screenshot when it is finished.

As you see below, the first line has been updated with the new budget amount.

I’m going to update the amount in the first line, and then click Publish.

I have heard from many end Users that they wanted this ability in their ERP system. It is great to see that Microsoft listened and implemented this new functionality that comes with the Microsoft Dynamics 365 for Operations! AXUG For additional information, feel free to reach out to us at Info@ loganconsulting.com or 312-345-8817.

Manage your document lifecycle from start to ﬁnish

www.altec-inc.com Q1 2017 | 25

Recapping

XUGÂŽ Summit 2016 in Tampa, Florida in October gathered 1,800 Microsoft Dynamics AX Users for role-based, User-produced education, and dedicated networking. AXUG Summit officially opened at the Amalie Arena with a compelling keynote from Scott Guthrie, executive vice president of the Microsoft Cloud and Enterprise group, and Ray Wang, principal analyst, founder, and chairman of Constellation

Research, Inc. Scott gave Summit attendees their first look at how Microsoft applications are helping businesses engage with their Customers, empower employees, optimize operations, and transform products. Tuesday evening featured an opening reception and Expo for attendees to network with peers and more than 230 exhibitors showcasing add-on products for Microsoft Dynamics AX, Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics NAV, and Power BI. Throughout the week, Summit attendees selected their own agendas from more than 200 educational breakout sessions focused on optimizing current Microsoft Dynamics AX implementations. Hereâ&#x20AC;&#x2122;s what a handful of attendees thought of AXUG Summit 2016:

Great session, very useful. Learned some new tips and tricks I can apply to my team immediately! Could not be stated how much I appreciated this organization sharing their personal experience deploying AX globally. Their willingness to answer questions and provide insight into things done well was fantastic.

26 | AXUG Magazine

Very useful for learning the AX terminology equivalents compared to industry standard terms. The best part of Summit is always the networking. I made several new contacts that I think will bear fruit. Also successfully recruited new chapter Members.

I am a technical User of the software but work in an industry that is not technical, so hearing from peers is always a helpful thing.

Great place to meet other Users, see what ISV options we have, and meet with Partners.

New details from Microsoft about AX7 - very important. Many very useful Customer-presented learning sessions. Many excellent interactions during Expo; great informal meetings in hallways and in restaurants.

Session provided a better overall understanding of Dynamics 365 and the direction Microsoft is going.

This had to be one of the most pleasant sessions I have ever attended. I have always felt somewhat confused when engaging in conversations with our accountants. This bridged the gap by placing the terminology in laymanâ&#x20AC;&#x2122;s terms. I was happy to return to work and tell our controller I finally understand some of what she is talking about.

I was able to successfully network and meet other Customer companies with many commonalities with my company.

Was able to connect with other Users to share ideas and experience with the products. Was able to learn something new which could be applied to my organization from each session attended.

Summit 2017, October 10-13, at the Gaylord Opryland Resort in Nashville, Tennessee! We hope to see you at

Q1 2017 | 27

wordfind Congratulations to Trenton Pierce of Priefert Manufacturing for winning the Q3 2016 Word

Award Winners

Find. Your prize is in the mail! Below are 25 words that relate to the topics and theme in

AXUG

this issue of AXUG Magazine. These words can be found in the grid horizontally, vertically, ÂŽ

diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win a

Community

gift certificate; simply scan and email your entry to Wordfind@axug.com.

M U K N B R A N D O N K I R B Y S T N E S E R P T

I X I A W A R D M E T S Y S M T H L S S T S Y N R

C A R S T E V E N K F A R E S O A O R T N R A A E

R E B T I N T E G R A T M P U U R C E E I I T W N

O R Y A M I C R O S N B T A M S E A N V O S S A D

28 | AXUG Magazine

S A T Y C H A P T N E A X U M E P L N E P R S R I

O W I I P L A N A R S Y S T E M S C I N T I T D X

F T N N N T I N S M I C R O S O F H W K R N O W A

T F U G I Y S R A N A L P N O I T A R G E T N I S

D O M M S T E V E N K F A F S N P P E S N D E N C

Y S M S O F T W A R E S Y O U D R L S E D Y R N I

N U O C O N S T R U C T I S M U E A U G I N I E M

S D C L E C A F R E T N I R E S U N O D N A D R A

H A I N T E R F A C E U S E R T S A T I G M G S N

A V S I V A D L U A P T O P I R E R T R T I E Y Y

R I A C O M M U N I X W O R K Y N S O B O C S S D

E S X I O P E R A H S U F L O W T Y N E P S O W T

P C U I K N O D N A R B G N R S N S R N I A F O F

O H A S M E T S Y S W O L F K R O W O O C X T L O

Brandon Kirby

I A O R D E R S P U R E D R O E R T E T S H W F S

N P H A L L N O I T C U R T S N O C S S A S A K O

T T K T N E S E R P G N I Y A T S O U L P U R R R

A E I R N A S A V I N I R S I R S M O R A M E O C

W L O C A L C H A P T E R L N A N M T P R M E W I

A R S R E D R O E S A H C R U P K F A R E U S E M

Construction Halo Industry Integration Local Chapter Members Microsoft Dynamics AX Partners Paul Davis Planar Systems Purchase Orders SharePoint Sri Srinivasan Staying Present Steven Kfare Stoneridge Software Summit To Use Or Not To Use Trending Topics User Interface Workflow Systems

User Member Showcase

COMPANY Planar, a Leyard Company

INTERVIEWEE GG Rowe, PMP, IT Applications Manager, Project Manager, Security Administrator

WEBSITES www.planar.com and www.leyard.com

HEADQUARTERS Beaverton, Oregon

EMAIL Gg.rowe@planar.com

ESTABLISHED 1983

If you are a AXUG® Member and haven’t

AX implementation, Planar created a data

heard GG Rowe’s name, you may be living under

warehouse that was built on the Microsoft

a rock. That’s because she’s been involved in a

technology stack. They pull data from Microsoft

plethora of AXUG activities from co-leading

Dynamics AX into their data warehouse to

the Oregon (Portland) chapter to taking on

complete analysis of revenue, general ledger,

management of the Project Management SIG to

budgeting, and forecasting. “We do not use the

even starting a blog at www.Erpprojecttips.com.

standard Microsoft Dynamics AX BI analysis

NUMBER OF EMPLOYEES 450-500 The blog focuses on ERP project management, a cubes because the other Leyard companies aren’t

journal of her company R3 upgrade project, and on Microsoft Dynamics AX, plus we want to pull

NUMBER OF USERS 275 Microsoft Dynamics AX 2012 security. history from our legacy ERP system. The data

MICROSOFT DYNAMICS AX USER SINCE May 2013

MICROSOFT DYNAMICS AX VERSION Microsoft Dynamics AX 2012 CU3 RTM

Twitter @MomGG

Blog www.Erpprojecttips.com

30 | AXUG Magazine

lanar, a Leyard Company, is a Indeed, GG got more involved in AXUG,

global manufacturer and seller and her company also underwent a major

of display technology, providing change. Planar was acquired by Leyard in 2015,

innovative video wall solutions

and although it didn’t affect their Microsoft

broadcast, sports arenas, retail digital signage,

for various applications such as

Dynamics AX setup much, it did mean feeding

and control rooms.

Microsoft Dynamics AX Users. We weren’t a more information into their data warehouse. Parallel to

their

part of AXUG yet, but we knew of each other and

When

Planar

started sharing our experiences. At that time,

Dynamics

AX,

I barely had any time to attend because of our

manufacturing enhancement, one that ISVs have

implementation, but after we went live in May of

touched on, but none that completely fit Planar’s

2013, I made a point to be more involved.”

needs. Planar does a lot of final assembly that

they

Microsoft

needed

Dynamics

It all began when GG’s company, Planar, warehouse supports all of Leyard International.

took on their Microsoft Dynamics AX 2012 With that, we can generate an all-up sales and

implementation project in 2012. GG shares, revenue dashboard,” GG explains.

“The chapter started out as a rogue group of

Taking the Custom Route…

implemented

Microsoft

discrete

involves serialization, tracking test results to ensure product

With that said, GG says that owning your own ERP

standards are met, enhanced routing, and quality checks. GG

implementation versus outsourcing it to your Partner is the only

explains, “We require a product serial genealogy and product test

way to go. “The people most invested in your project are yourself

certification that are common in the high-tech sector.”

and your employees. I’m not saying Partners are bad. I love our

They had the choice of purchasing and implementing a high-tech

Partner, but the project lead should be internal to drive what is

module that only covered a portion of the functionality needed and

needed most, to track issues, and to fully understand the business

adding onto that, or building a custom application using standard

needs,” GG explains.

components of Microsoft Dynamics AX. Their Partner, Sikich,

One of the main things Planar looked at before going with

had manufacturing expertise and an understanding of what they

Microsoft Dynamics AX was to see if there was a User group for

needed, so Planar took the custom route and never looked back.

the solution. Being able to meet with and talk with other Users was of vital importance to GG and her team. “Not every ERP has

Internal Ownership

what Microsoft Dynamics AX has, and that’s a huge benefit.” GG

When GG speaks with other Users who do not have a dedicated

continues, “Planar supports me to get involved in AXUG, and that

internal project manager, she gets passionate. “You cannot take

definitely takes more effort and time than just attending, but it’s

ERP implementation lightly and tack it on to another person’s

critical to our success.”

already full-time job. For example, I’ve seen developers and analysts thrown into the role of project manager.

GG has been presenting at Summit and online webinars for

They are

three years, and although she claims to still get nervous, she takes

already overwhelmed with their own work, and adding project

great honor in sharing what she knows. “You’d be surprised what

management without project manager experience can be too

you know that someone would like to hear,” she concludes. “Don’t

much to handle,” she shares.

be afraid to get out there and share it.”

AXUG

“You’d be surprised what you know that someone would like to hear.” Q1 2017 | 31

feature

The Benefits of ice o v Integrated In s Workflow System

32 | AXUG Magazine

story by Antti Kosunen, Dooap, AXUG® Partner Member nvoice workflow solutions started to gain a foothold in financial management in the first decade of this millennium. Best-of-breed point solutions for invoice processing were developed to compete against dominant ERP systems. Building invoice workflow functionality into ERP systems typically meant cumbersome, time-consuming, and expensive development projects. Point solutions provided superior functionality and ease-of-use combined with a short payback time. But the biggest hiccups came from the need to integrate the workflow solution into financial and ERP systems. However, the focus has now shifted from electronic invoice handling to true process automation. Dashboards for accounts payable (AP) and procurement processes are gaining a foothold. Other factors improving the performance of procure to pay (P2P) processes are process harmonization, centralization of AP tasks, and generally the requirement for improved efficiency and technology. Integrated systems have caught up with point solutions in functionality, efficiency, and User friendliness. The emergence of cloud services is also changing the landscape. As a result, integrated invoice workflow systems offer companies willing to embrace the most advanced technology the following benefits:

AP Department – Improved Process Efficiency The key benefit from integrated invoice workflow is improved efficiency. The duplication of work can be avoided, and processes can be truly automated. An integrated solution means that an AP employee does not need to struggle with master data or integration issues, such as dimensions and their combination rules. In vendor management, for example, suppliers need only be keyed in once within the ERP system, and the data can be used transparently and in real time. With a fixed assets module in the integrated system, fixed asset postings can be automatically made from related invoices. Another advantage is the possibility to drill down to a specific invoice from any part of the ERP system. An integrated invoice workflow solution also fully exploits the possibilities of e-invoicing, like point solutions do.

Bookkeeping & Reporting – Transparency and Cash-flow Management The purchase-to-pay process in an integrated invoice workflow is completely transparent from the very beginning. From the moment an invoice has arrived or a purchase order is placed, the data is available for reporting in bookkeeping and makes cash-flow management more reliable. The status of an invoice is visible to everyone during the entire approval and payment process, so financial personnel do not have to spend time on inquiries from the organization. Users are also able to drill down, for instance, from bookkeeping into specific invoices. An integrated invoice workflow system also enhances reporting. Integration clearly reduces the number of errors. Posting rules that are set up in the ERP system are used in invoice management in real time when end Users are performing the codings. Consistent codings improve the quality of reporting.

Procurement – Holistic Management of Corporate Purchasing It’s clear that the implementation of automation systems alone is not the solution for efficient procurement and invoice matching. Improving efficiency in corporate-wide purchasing requires holistic management; the procurement processes need to be planned, described, organized, and implemented before any benefits can be expected from automation. This is why change management is essential in the development of procurement.

Q1 2017 | 33

The single biggest improvement, and the most relevant advantage of a built-in invoice workflow solution compared to point solutions, comes from matching invoices with purchase orders and contracts.

However, considerable savings and benefits can be achieved in the development of procurement with the help of an integrated invoice workflow system. The management of procurement lies within the ERP system, and in-built invoice management can drive efficiency, supporting the entire purchasing process from the very beginning. In fact, looking only at invoices provides a rather limited viewpoint. Every invoice is based on a purchase, and managing the process from the start, beginning with the intention of buying, results in maximized savings and a smooth process. The single biggest improvement, and the most relevant advantage of a built-in invoice workflow solution compared to point solutions, comes from matching invoices with purchase orders and contracts. The process can be automated with direct linkage to procurement. Matching is flawless because no interfaces are needed. Invoices that can be matched are also automatically posted. This means that it’s possible to have a touchless matching process when the vendor invoice arrives to the organization, freeing procurement personnel to focus on exception management. In situations in which the invoice does not match the PO, Users can easily make the needed adjustments, like changing prices or quantities and adding miscellaneous charges without jumping between different systems and waiting for integrations to run.

IT – Simplicity and Clarity Same platform, same business logic, same master data – it’s clear to see the benefits of seamlessly integrated invoice management from an IT perspective. When a company has invested in an ERP system, being able to rely on the invoice management designed for your ERP means simplified system maintenance. Cumbersome integration projects are not needed, and very often the same supplier can be used as the IT Partner. Most system problems are due to errors in integrations. They are time-consuming to investigate, and in the worst-case scenario, several people are not able to continue their work. I assume that most of us can share this experience. The good news is this can be avoided with seamless integration. Ease of use is critical to the internal success of automating invoice handling within a company. To get people to use the system, to learn it quickly, and to be able to use it without having to resort to asking for the system administrator’s help are all key points to realizing the savings and efficiency potential of a system. From the User’s perspective, an integrated invoice management solution means that they use an already familiar terminology and logic. When implemented poorly, Users see invoice handling only as “must-take-care-of ” routines that disturb their productive work. The easier, quicker, and more efficient the solution is, the less it distracts Users from their other tasks. Today companies are struggling with cost savings, looking for new efficiencies, and suffering from the lack of transparency in financial management – often due to limited automation and siloed system architecture, as well as procurement and financial departments. It’s time for all businesses to be able to realize the benefits of an integrated invoice workflow system. AXUG Antti Kosunen is the CEO of Dooap and can be reached at Antti.kosunen@dooap.com.

34 | AXUG Magazine

Waldemar Waldemar ProssPross Waldemar Pross Senior Technical Consultant Senior Technical Consultant Charles Tyrwhitt Ltd. Charles Tyrwhitt Ltd. Consultant Senior Technical (AXUG User Member) (AXUG User Tyrwhitt Member)Ltd. Charles United United Kingdom (AXUG UserKingdom Member) United Kingdom

Tommy Skaue Tommy Skaue Tommy Skaue Senior Technical Senior Technical ArchitectArchitect Microsoft Dynamics Microsoft Dynamics AX MVP AX MVP Senior Technical Architect Norway Norway Microsoft Dynamics AX MVP Norway

Summit EMEA 2017 will be held 4-6 April Summit EMEA 2017 will be held 4-6 April at the RAI Amsterdam at the RAI Amsterdam Summit EMEA 2017and willwelcomes beand heldwelcomes 4-6 April Microsoft Dynamics AX end-users and Microsoft Dynamics AX end-users and at the RAI Amsterdam and welcomes executives to joinAX experienced executives toDynamics join experienced fellow fellow Microsoft end-users and Microsoft Dynamics users and partners Microsoft Dynamics and partners executives to joinusers experienced fellow lead instructional whoMicrosoft willwho leadwill instructional sessions, Dynamics users andsessions, partners showcases, and how-to’s, focusing showcases, and instructional how-to’s, focusing who will lead sessions, on past and versions of on past and current versions of showcases, and current how-to’s, focusing Dynamics AX. Dynamics on pastAX. and current versions of Dynamics AX. Attendees representing Dynamics end Attendees representing Dynamics end user organizations, partners, and ISVs user organizations, partners, and ISVs Attendees representing Dynamics end benefi t from access to Microsoft benefi t from access to Microsoft user organizations, partners, and ISVs leaders, MVPs, and other leaders, Microsoft MVPs,toand other benefi t fromMicrosoft access Microsoft subject matter experts while exploring a subject matter experts while exploring a leaders, Microsoft MVPs, and other widematter range of solutions optimise wide range of solutions to optimise their atheir subject experts whiletoexploring Dynamics investment and experience Dynamics investment and experience wide range of solutions to optimise atheir a solidon return on investment. solid return investment. Dynamics investment and experience a solid return on investment. AXUG visited with Waldemar AXUG visited with Waldemar Pross, Pross, technical consultant working technical consultant working forPross, an for an AXUG visited with Waldemar end-user, and Tommy Skaue, Dynamics end-user, andconsultant Tommy Skaue, Dynamics technical working for an to learn more about why they feel AX end-user, MVP,AX toMVP, learn more about why they feel and Tommy Skaue, Dynamics this spring’s conference is a worthwhile thisAX spring’s a worthwhile MVP, toconference learn moreis about why they feel of time and investment of time and resources for the for the this investment spring’s conference is aresources worthwhile Dynamics EMEA user community. Dynamics EMEA investment ofuser timecommunity. and resources for the Dynamics EMEA user community.

SUMMIT SUMMIT EMEAEMEA 4-6 April, | Amsterdam 4-6SUMMIT April, 2017 |2017 Amsterdam EMEA 4-6 April, 2017 | Amsterdam

What you looking to the mostSummit about Summit What are youare looking forwardforward to the most about EMEA?EMEA? PROSS: I’m looking forward to presenting a session for first time. PROSS: I’m looking forward to presenting a session for the fi rst time. What are you looking forward to the most about Summitthe EMEA?

AXUG are to other meet end other endand users and AXUG events are great togreat meet users Dynamics PROSS: I’m events looking forward to presenting a session for the first Dynamics time. professionals, especially the ones you usually only communicate with online. professionals, especially the ones you usually only communicate with AXUG events are great to meet other end users and online. Dynamics I’m alsoforward looking forward tonew making new contacts, sharing project I’m also looking to making contacts, sharing real-life real-life project professionals, especially the ones you usually only communicate with online. experience, and of course learning new things. experience, and of course learning new things. I’m also looking forward to making new contacts, sharing real-life project experience, and of course learning new things.

How will Summit EMEAsolve helpan solve an overall company How will Summit EMEA help overall company issue issue and/or a challenge an individual might face in their role? and/or challenge an individual might their role? Howa will Summit EMEA help solveface an in overall company issue SKAUE: When users get more involved in theinproduct and learn SKAUE: When users get more involved in the product and learn how to how to and/or a challenge an individual might face their role?

optimise and improve theirit usage, itinwill benefi t the organisation optimise andWhen improve their will naturally benefi t the organisation SKAUE: users getusage, more involved thenaturally product and learn how to they work for. Organisations could also use the opportunity to attend theyoptimise work for.and Organisations also use the opportunity attend improve theircould usage, it will naturally benefit thetoorganisation this conference to learn from other implementations and pick up a few thisthey conference toOrganisations learn from other implementations and pick up to a few work for. could also use the opportunity attend tips on how to increase effi ciency and usability of their ERP Solution. tipsthis on how to increase efficiency and implementations usability of their and ERPpick Solution. conference to learn from other up a few to the sessions the usability stands, attendees can seek In addition to thetosessions and the and stands, attendees seek out the out the tips In onaddition how increase efficiency and ofcan their ERP Solution. experts for either general advice or to ask more specifi c questions. experts for either general advice orthe to ask moreattendees specific questions. In addition to the sessions and stands, can seek out the experts for either general advice or to ask more specific questions. more exciting than helping user learn new skills that Little is Little more is exciting than helping the end the userend learn new skills that make their day-to-day work easier and more effi cient. This could either make their workthan easier and more efficient. This could eitherthat Little isday-to-day more exciting helping the end user learn new skills be general use of the system, like navigation, using tools and processes be general use day-to-day of the system, likeeasier navigation, using and processes make their work and more effitools cient. This could either they didn’t know were simply them helping themunderstand better understand theybe didn’t know there, orthere, simply helping better general usewere of the system, like or navigation, using tools and processes how the system works. At AXUG Summit EMEA, attendees can howthey the system works. At there, AXUG or Summit attendees canunderstand pick up pick up didn’t know were simplyEMEA, helping them better new knowledge and skills from the sessions, or come talk presenters newhow knowledge and works. skills from the sessions, comeattendees talk to presenters the system At AXUG Summitor EMEA, cantopick up and experts in between sessions. andnew experts in between knowledge and sessions. skills from the sessions, or come talk to presenters and experts in between sessions.

What would advice you would you to someone considering attending What advice give to give someone considering attending Summit EMEA? Summit EMEA? What advice would you give to someone considering attending PROSS: upgoing who is to fi attend, findwho people who share similar PROSS: LookEMEA? upLook who is togoing attend, nd people share similar Summit

interests or faced similar like and make a list of the stars interests or faced similar problems you and make a list ofshare the stars PROSS: Look up who is going problems tolike attend, findyou people who similar youonfollow on blogs and Twitter you always wanted to talk to! Read youinterests follow blogs and Twitter you always wanted to talk to! Read 2-3 or faced similar problems like you and make a list of the stars 2-3 minutes about the organisations who will be there what minutes about the organisations be there and they do.they you follow on blogs and Twitterwho you will always wanted towhat talkand to! Read 2-3 do. All that is not really so you can have a “plan” where to go and who to All that is not really so you can have a “plan” where to go and who to minutes about the organisations who will be there and what they do. speak to, but it will simply give you a good idea where you should speak to, but it will simply give you a good idea where you should be All that is not really so you can have a “plan” where to go and who to be looking onitthe days of event. looking on thebut days of event. speak to, will simply give you a good idea where you should be looking on the days of event. I would recommend attending open andmind. eager mind. SKAUE: SKAUE: I would recommend attending with an with openan and eager Set Iyourself in learning-mode and don’t be afraid to reach Set SKAUE: yourself in learning-mode and don’t be afraid to reach out to out to would recommend attending with an open and eager mind. presenters, experts and other users. You could prepare with list of presenters, experts and other users. You could prepare with a list of a to Set yourself in learning-mode and don’t be afraid to reach out some issues you would very much like to get answered, and if the some issues you would very much like to get answered, and if the fi rst presenters, experts and other users. You could prepare with a list of first orissues second don’tmuch know the they lead might lead you to or second person don’t the answer, theyanswered, might tofirst some youperson wouldknow very like to answer, get andyou if the someone who do have a satisfactory answer and solution. Prepare someone who do have a satisfactory answer and solution. Prepare or second person don’t know the answer, they might lead you to yourself with the sessions in advance, so you plan where yourself with studying the sessions in advance, so you plancan where someone who dostudying have a satisfactory answer andcan solution. Prepare to go and what sessions to attend. Personally I like to sit up front and to go and what sessions to attend. Personally I like to sit up front and yourself with studying the sessions in advance, so you can plan where make sure I am not missing anything. make sure I am not missing anything. to go and what sessions to attend. Personally I like to sit up front and make sure I am not missing anything. read more from Waldemar Pross and Tommy interview, as To read To more from Waldemar Pross and Tommy Skaue’s Skaue’s interview, as well as from other Dynamics users, Microsoft personnel, and well as from other Dynamics users, Microsoft personnel, and To read more from Waldemar Pross and Tommy Skaue’s interview, as Microsoft MVP’s, visit www.summitemea.com. Microsoft MVP’s, visit www.summitemea.com. well as from other Dynamics users, Microsoft personnel, and Microsoft MVP’s, visit www.summitemea.com.

REGISTRATION FOR SUMMIT 2017 IS OPEN! REGISTRATION FOR SUMMIT EMEAEMEA 2017 IS OPEN! VISIT WWW.SUMMITEMEA.COM TO BEGIN YOUR REGISTRATION FOR SUMMIT EMEA 2017 IS OPEN! VISIT WWW.SUMMITEMEA.COM TO BEGIN YOUR CONFERENCE REGISTRATION TODAY. VISIT WWW.SUMMITEMEA.COM TO BEGIN YOUR CONFERENCE REGISTRATION TODAY. CONFERENCE REGISTRATION TODAY.

t&t

tips & tricks

Self-Service Reporting in the Microsoft Dynamics AX User Interface by Gary Stoll, Anchor Industries Inc., AXUG® User Member

ny discussion of reporting and Microsoft Dynamics AX invariably

a surprising amount of power that excels in simplicity and flexibility.

leads to tools like Management Reporter, business intelligence

The complementary nature results from the fact that the skill level

(BI) applications, and SQL paired with Excel. These can all provide

required ranges from beginner to power User, the fields/criteria can

powerful analysis capabilities, and each have their place – we use all

be changed on the fly, any data in Microsoft Dynamics AX can be

of them. They tend to have similar (though not identical) strengths

accessed (not just that which was synced to the application or defined

and weaknesses. All can offer tailored and sophisticated analyses

into a report), and no additional licenses are needed.

in a static or interactive format. However, all require a level of skill/

Every Microsoft Dynamics AX table has grid filters at the top of

training that varies from a power User to a dedicated IT resource to

each column (Ctrl-G or can be set on as default in Options) that

create reports, and BI tools require extra cost licenses and training

enable filtering on any data – and personalization allows adding

even for (interactive) consumers of reports. They all share the

additional columns to have more fields to filter on. The advanced filter

characteristic that the level of flexibility and interactivity in a report

(Ctrl-F3) ratchets up the capability by allowing table joins to define

must be designed into the report when it is created; they are really

sophisticated queries using related data in many tables. Lesser known

post hoc, not ad hoc, reporting tools.

is the fact that you can use SQL statements and built-in functions as

In contrast – and complementary – to these tools is the self-

query criteria instead of static values (Google “advanced filter queries

service reporting functionality available within the Microsoft

in Microsoft Dynamics AX”). Cues are saved advanced filter queries

Dynamics AX User interface (UI). Surely most readers of this

– essentially self-service reports – that can be opened and refreshed

article are aware that the filtering capabilities that exist in Microsoft

with a single click from a User’s home page. Cues are an incredibly

Dynamics AX forms/tables effectively provide simple reporting.

powerful tool in Microsoft Dynamics AX; if you are not using them,

However, I commonly find that people neither realize nor take full

you are giving up a tremendous capacity to tailor the solution to your

advantage of the depth that is available. In spite of much preaching

business. Our company has hundreds in use across all departments.

and teaching, I still find people requesting SQL/Excel reports from

Because this is integral to the Microsoft Dynamics AX UI, it lends

IT for information that could easily be generated in minutes using

itself to a very wide range of uses across all functional areas. Common

filtering on a Microsoft Dynamics AX table. One of the subtle and

uses in our company include departmental inquiries/reporting,

underappreciated beauties of the Microsoft Dynamics AX UI is that

catching error conditions, and process monitoring/management.

there is a powerful set of simple tools that are consistently available

For any department, Microsoft Dynamics AX provides out-of-the-

in any table anywhere in the solution. The combination of grid filters,

box forms for common information such as my quotations, delayed

advanced filters, personalization, cues, and Excel export can provide

purchase orders, Customer invoices past due, etc. Simple grid

I commonly find that people neither realize nor take full advantage of the depth that is available. 36 | AXUG Magazine

filtering and personalization allow any User to refine those into ad hoc reports showing things like: All sales orders for a discount promotion in three states during 2015, or every production order for a specific item with quantities and sorted by month. When you add advanced filtering into the mix, you can easily answer more complicated questions such as: Which Customers in the western region purchased a specific item in the last six Fig. 1

months? Catching errors in time is a continual challenge for most organizations.

Cues

provide

a great way to “manage by exception”. A quick scan of your home page leads your eye to any cue with a yellow warning triangle – indicating a problem situation (Fig. 1). Clicking on the cue drills into the relevant form, directly accessing just the entities with the problem. The ability of advanced filtering to join different tables using complex

criteria

makes

possible to catch many very specific

situations

–

showing all sales order lines due to ship in the next week with no inventory and no production Fig. 2

Q1 2017 | 37

order in process. Quite often reporting â&#x20AC;&#x201C; especially

using

SQL/Excel

â&#x20AC;&#x201C; is used to monitor and manage processes. Sales reps want to see their sales orders due to ship in the next week, buyers want to see which PO lines have only partially been received, and engineers need to see which quotation lines need an engineering estimate. The Microsoft Dynamics AX cue

functionality

supports

this extremely well and can eliminate the need for many Excel reports. The fact that it is an intrinsic part of Microsoft Dynamics AX makes it not only Fig. 3

easier to use, but it also allows using the built-in automatic notifications

via

Microsoft

Dynamics AX pop-up/email alerts. In some cases, the process requires calculation and analysis that the Microsoft Dynamics AX UI does not support; for example: Calculating monthend WIP value per production department or raw material usage

week

per

item

number. For these situations, a combination of cues and Excel can be a simple and effective solution. Cue data can be exported to Excel (Ctrl-T) for ad hoc analysis, or it can be copied/ pasted to predefined pivot table templates to generate reports. 38 | AXUG Magazine

Fig. 4

Simple, flexible, and powerful. The raw material usage per week report mentioned above is an illustrative

Paperless AP Processing? No sheets, Sherlock.

example. A cue is created from the transactions table to generate the raw data for the report. The advanced filter is used to set the criteria to select the transactions that represent raw material being taken from the main warehouse (note that the physical date field contains the built-in function (DayRange(-90,0)) to always select the 90 days prior to today) (Fig. 2). An Excel template file is created with an empty pivot table using the same columns as the Microsoft Dynamics AX cue with an additional column to calculate the week number (in this case additional columns are added for a VLOOKUP of the product name, UOM, and buyer from a standard Microsoft Dynamics AX item list data connection; however, this is not required). The pivot table to show weekly usage is created in a separate sheet. To generate this report, a User simply opens the cue and does a select all (Ctrl-A) and copy (Ctrl-C). Next the Excel template is opened, the data is pasted (Ctrl-V) on the bright yellow cell (Fig. 3), and refresh is picked from the pivot table ribbon bar. The User now has a report of raw material usage by week for the last 90 days (Fig. 4). To change the data set (different items or time period), the User can open the advanced filter on the cue (Ctrl-F3), make

Look no further than MetaViewer to rid your cabinets of unwanted sheets of paper.

• Eliminate paper • Reduce errors • Increase efficiency • Automate workflow • Achieve real-time visibility • Integrate with Microsoft Dynamics ERP • Implement out-of-the-box AP automation • Expand to AR, HR, Legal and more ... • It’s elementary!

changes, and repeat the process – all with no IT resource required. Simple, flexible, and powerful.

AXUG AX | GP | SL | NAV | CLOUD

Gary Stoll is an enterprise systems architect for Anchor Industries Inc.

Pitch The Paper Clips | www.metaviewer.com

Q1 2017 | 39

What’s New AXUG Website on the

Connecting with Your Local Chapter Just Got Easier

opefully by now you’re familiar with the AXUG chapter program and understand the benefits of meeting and building relationships with fellow Microsoft Dynamics AX Users at the local level. If you haven’t yet taken that first step to connect with the chapter closest to you, you’re in luck. We’ve now made it even easier to find, join, and engage with your chapter! After logging into axug.com, you’ll notice a new widget under your picture containing your primary or default chapter location. Note: This widget will display to AXUG User participants only (Members and subscribers). Many of you have already selected a chapter location, and if not, we’ve attempted to designate one for you based on your address information. If nothing has yet been selected for you, you will see a Not Selected value in this field.

The next time you login to the AXUG website, you’ll see your chapter location reflected in the My Chapter field.

When you select your chapter, you will automatically be added to the virtual chapter community within 24 hours. You’ll then be able to access this community quickly by clicking on My Chapter Community from the Chapters section of the left navigation.

To change or select your chapter location, click on the Update Location link.

While you can continue to participate in as many chapters as you’d like (and therefore may see multiple chapter communities in your My Chapter Community section), designating a primary chapter ensures you receive relevant communications based on the location you’re engaged in.

Select your chapter location from the drop-down list, and click Submit.

Your virtual chapter community is your one-stop shop for meeting registration, chapter-specific discussions, file sharing, and virtual networking between meetings. 40 | AXUG Magazine

Your chapter location will also display on your profile, allowing other AXUG Members to identify your chapter affiliation and connect with you based on your location.

Changing Your Default Chapter

When you change your default chapter from one location to another, you are not removed from the virtual chapter community. Since you can participate in multiple chapters, you will remain a member of the community, even if it’s not your default location. If you no longer want to be a member of a chapter community, you can leave the community by clicking on the Settings button and clicking on the Leave Community option.

We’re excited to bring this new way of finding, connecting, and engaging with your chapter to the AXUG website! AXUG

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topic 1

...with AXUG Members We reached out to a couple AXUG® Members to find out what they think the greatest opportunity or challenge will be in 2017 as it relates to Microsoft Dynamics AX. Here’s what they had to say.

Matt Alford Senior Manager of Information Technology Delta Apparel

Zvika Rimalt Business Analyst Simmons & Simmons LLP

We are very excited to upgrade to Dynamics 365, but we are stuck in a holding pattern waiting for the data upgrade tools to be made available for Microsoft Dynamics AX 2012. Microsoft has stated that these tools would be ready in the spring of 2017, but I do not know if that means March or May. That distinction makes a huge difference to me, because we were planning on rolling out Microsoft Dynamics AX to additional sites and functional groups within our organization in 2017. The uncertainty of Microsoft’s delivery means that we may have to roll out Microsoft Dynamics AX 2012 to these new Users, just to upgrade them to Dynamics 365 four to six months later, which is less than ideal.

I would second Matt’s comment. Biggest challenge for the year is for Microsoft to demonstrate a viable upgrade path for organizations using Microsoft Dynamics AX 2012 or 2009 (which are probably the majority of the ones upgrading) that also want to keep their historical data and transactions. So far there have been vague statements both about scope and timeline of release. AXUG

42 | AXUG Magazine

AXUG Focus is a deep-dive training conference dedicated to the success of Microsoft Dynamics AX users. Focus will be held May 8-9 in St. Louis, MO and feature 90-minute sessions taught by Microsoft, Microsoft MVPs, and subject matter experts. This training conference will focus on four primary tracks: Finance, Technical, Supply Chain Management, and Retail. We encourage you to register for this event. By doing so we believe you are recognizing the importance of expert training and peer-to-peer networking. Attending our Focus conference is a career investment that perfectly aligns with one of your passions (and ours) – Microsoft Dynamics AX. We had 275 Dynamics AX users and partners from around the world travel to attend last year’s Focus conference and this year’s goal is to continue providing Dynamics AX users with relevant, educational learning opportunities. “Focus is where you will find workshop style training,” said AXUG Program Director Heather Williams, “helping you focus on where you can enhance your Dynamics AX experience and really use it to your company’s maximum advantage.” Focus grew from the desire of Dynamics users to dig deeper into the topics most pertinent for success in their role/industry. The AXUG Focus Programming Committee is working diligently to provide relevant educational content so attendees can customize their learning plan based on their needs and also network with peers who are in similar roles and face the same issues on a daily basis.

Heather Williams Williams has worked for Dynamic Communities, the business management organization that supports the Dynamics AX User Group (AXUG) since 2007. She is currently the AXUG Program Director.

Why should Dynamics AX users attend AXUG Focus? To find deep-dive content geared around a specific job role or industry. There is no other event for AX users to attend where they can find all intermediate to advanced level sessions completely centered around a given topic and hosted by some best of the subject matter experts in the market. What makes Focus unique? Every single session on the agenda is 90 minutes of 301 to 401 level content geared towards someone familiar with the AX product who simply needs that extra level of detail or advanced learning to become a better user of their investment when they get back to the office. If you want content that cuts through the intro and beginner level details and gets right to the meat and potatoes, then this is the event for you! How will AXUG Focus help solve an overall company issue and/or a problem an individual might face in their role? If you have been looking for more detailed and complex training or workshops that will help you work better in your business with Dynamics AX, then Focus is the answer. Sometimes you need more than a webinar or one-hour introductory session to tackle certain challenges and Focus is where you can dive in at a deeper level and learn. What advice would you give to someone considering attending AXUG Focus? If you are looking for a training/workshop environment in smaller, classroomsized sessions with content-rich, advanced learnings, then I highly recommend attending Focus.

AXUG visited with Williams to learn more about what to expect at this year’s conference.

How does AXUG Focus compare to AXUG Summit? Focus is not meant to replace Summit or vice versa. Focus is simply a different event for our user members than Summit. If you enjoyed AXUG Summit then you know that there are a lot of sessions on a lot of topics and most of them are more introductory or just touch on some of the deep-level content. Our members voiced they were experiencing a gap – they wanted to find that deeper content training needed when working with a product as complex and robust as Dynamics AX. You made this investment and it is up to you and your team to learn all the ways that you can fully take advantage of this great tool.

AXUG FOCUS May 8-9, 2017 | St. Louis, MO

Microsoft Member Showcase

Sri Srinivasan, General Manager of Microsoft

Dynamics 365 for Operations

A Year in the Cloud

AXUG®

reached

out to Sri

Srinivasan,

general

manager of

Microsoft

Dynamics

365 for

Operations,

to touch base

after Summit.

We let Sri

free-form his

thoughts for

this interview,

sharing topics

as they came

to mind.

44 | AXUG Magazine Wow! Nearly 12 months into the availability of Microsoft’s cloud ERP service, Microsoft Dynamics 365 for Operations, and we’re seeing an unprecedented global adoption of cloudbased business apps by mid-sized and large organizations. Our new enterprise Customers are increasingly choosing our cloud solutions, with four out of five selecting Dynamics 365. It’s interesting to see organizations such as AccuWeather shifting paradigms with respect to business applications, preferring shorter implementations, fewer customizations, repeatable industry or domain solutions, and continuous updates. Most noticeable is the shift from systems of record to systems of intelligence. ERP is becoming cool again.

Continued Investments for User Success

In a past blog post (see link at end of article), I emphasized the importance of our cloudfirst approach in business applications, and I shared planned investments in cloud capabilities including AppSource and the new onboarding service FastTrack as well as support of Azure ExpressRoute. FastTrack, our Customer success service to help organizations onboard onto the cloud service (fasttrack.microsoft.com/dynamics), has contributed to predictably fast implementations. As part of this program, we’re noticing a strong desire amongst our Customers to go live in a short time period, sometimes in 90 days or less, with few customizations to the service. As part of these short implementations, Partner solutions are being deployed to enrich and expand business processes. In the last year, many Partners have curated their industry or domain solutions and published these on the business applicationsfocused marketplace, AppSource (appsource. microsoft.com). Currently, more than 250 Dynamics 365 solutions are available for discovery and trial on AppSource. Customers are looking for solutions to their problems, whether that’s finished business processes, processes that leverage information embedded in them, information that is enhanced with modern intelligence, or intelligence that is well-formulated on the most current data. Finally, Azure ExpressRoute (azure.microsoft. com/en-us/services/expressroute) is enabling Customers to connect their on-premises infrastructure to Azure data centers, which enables them to leverage more of the Microsoft platform in a secure and efficient manner.

Primer on Deployment Options

We are committed to providing the richest set of choices to our Customers in terms of their deployment: »» We have a great cloud-based deployment option that provides rich systems of intelligence for our end Users. »» Our hybrid deployment option combines the power of cloud with computing at the edge to provide Customers with business continuity solutions. »» Our local business data solution provides an option for running our systems of record onpremises with no cloud synchronization of data. Customers can choose to add cloud data sync, which will in turn embed intelligence into on-premises processes. Functionally, we will provide systems of record parity to all three deployment options. Intelligence will be cloud-based and will require cloud data synchronization.

Looking Forward

Dynamics 365 for Operations is the perfect answer to our Customers’ needs. The theme of our release was to put forward a cloud-based system of intelligence, and Dynamics 365 for Operations with embedded Power BI leads to enriched, immersive web experiences, and machine learning provides recommendations in the right places. We are proud to continually publish our roadmap. Please visit roadmap.dynamics.com to read the recently detailed plans for the next release (go to the “In Development” tab to see our plans). The main themes we are focused on with this release are:

»» Implementation predictability and repeatability: How can

we speed up adoption so that end Users can lay their hands on our business processes quicker? We have invested extensively on tools based on Lifecycle Services, and we continue this journey further in the spring release. »» Mobile experiences: We recently published the Dynamics 365 for Operations mobile app in the Android and iOS stores. We are adding new task-based experiences to it continually, and we plan to have at least 10 experiences that will enrich the lives of our end Users. »» Intelligence: We’re building on the intelligence offerings, focusing on providing rich information enabled by Power BI and increased machine learning capabilities embedded in our business processes. »» Upgrade and update: We are focused on providing migration paths for Microsoft Dynamics AX 2009 and Microsoft Dynamics

AX 2012 Customers. Not only are we providing standard tooling as in the past, but we are also investing in analysis capability that speeds up an upgrade and makes it more predictable. Validation is an important part of an upgrade, and Microsoft will ship embedded validation for the upgrade. Any upgrade will now be “Analysis/Execute/Validate” capable, thereby providing faster and more reliable upgrades to our Customers. »» And more: Too numerous to list here, a whole host of features will be included in this next release. You can find a full list of features (and their functionality) on the roadmap site. Beyond this release, we are thinking about the following and how these processes can positively impact our Customers and their organizations: Increasing our deployment options, delivering multinode hybrid, and increasing our industry capabilities, with retail, human resources (HR) and human capital management (HCM), and warehouse management as our core focus areas. AXUG

Read the full stories that Sri referenced in this article at the following sites:

»» AccuWeather’s use of Azure and Dynamics 365 for real-time intelligence: customers.microsoft.com/en-US/story/accuweather »» Sri’s Blog: community.dynamics.com/members/sri-srinivasan »» Launch announcement for Azure ExpressRoute: bit.ly/2kn9nsz

MARCH 12 – 15, 2017 | SEATTLE, WA

ACCESS DEEP DEVELOPER-BASED EDUCATION EXCLUSIVE TO MICROSOFT DYNAMICS 365 FOR OPERATIONS

Q1 2017 | 45

feature

46 | AXUG Magazine

Present, Fresh! Staying

starting

story and illustration by Bobby Small, Ouray Sportswear, AXUG® User Member oach Jim Harbaugh joined Twitter (@CoachJim4UM) last year with a whiz-bang statement that I love: Attacking this day with Enthusiasm Unknown to Mankind. That, my friends, is unbridled passion and focus. I know he is a majorly intense guy, but still, I try to make a conscious effort to harness this type of thought process each morning and recognize that: I can take what I learned from all of the yesterdays…and treat the current day with a FRESH perspective. I read a good five-point article* on starting fresh by Donald Latumahina and want to share my favorite two points here:

“Close” your day After you have spent the time to think about the day and extract the lessons, make a decision to “close” the day. Think of it as closing the door to the past day. You are done with it; don’t think about it anymore. You should close the door to the past day so that you can start your new day fresh. To make it easier to “close” a day, remember: »» The day has passed; there’s nothing you can do about it. You can’t change the past no matter how hard you try. »» Instead of thinking about something you can’t change, focus instead on the things you can change, and that is the present. Having the mindset to focus on what you can change will make it easier to “close” your day.

Bring only the lessons to the next day and nothing else After you “close” a day, you should not bring anything out of it to the next day except for the lessons you extract. These lessons deal with things you can do something about. They deal with the present, not the past. Instead of thinking about the past, focus on applying the lessons to the present. This way you will be able to start your day fresh without the burden of yesterday. Cheers to keeping it FRESH! AXUG *The full article is available at www.lifehack.org/articles/featured/getting-rid-of-yesterday-how-to-startyour-day-fresh.html.

Q1 2017 | 47

t&t

tips & tricks

To Use or Not to Use Alerts by Michele Foster, Depomed, Inc., AXUG® User Member

ithin Microsoft Dynamics AX, regardless of version, the alert functionality continues to be a valuable way to monitor periodic changes. Alerts can be as granular or as general as the User specifies, but issues can arise if the person creating the alert is not familiar with how alerts function or if too many alerts are created on hightransaction tables. An AXUG User recently posted a question to the Collaborate Open Forum about best practices for using alerts. Having recently completed a review of our alerts, I jotted down a few suggestions based on our experiences. To deal with excessive alerts and buildup of both the EventInbox and Batch Job History tables, the Microsoft Dynamics AX system administrators perform the following practices:

Optimize the Batch Process 1) Create a separate batch group for change-based and email alerts and set both batches to run every 15 to 30 minutes, offsetting each other by five minutes to avoid conflicts. Additionally, we modified the existing batches to store ONLY batch history for errors in the batch job history table as opposed to storing all processed batches. While this does not affect the EventInbox, it does reduce buildup on the corresponding Batch Job History table which can get VERY large when batches are run frequently and each batch status is stored.

Clean the Notification Table 2) Set the batch process called Notification Cleanup (located in System Administration > Periodic) to run monthly to clean the EventInbox of what are called “soft deleted” alerts. 3) Manually run the same batch process semi-annually to clean up all other alerts that are older than six months (most people who create the alerts do not maintain their alert inboxes, and these build up quickly). Note that this process will also clean up alerts related to workflow, another potential area of alert buildup.

Analyze Usage EventInbox Semi-annually, prior to running the Notification Cleanup batch, we review the EventInbox table. By using a querying tool within Excel called Atlas (courtesy of Globe Software, www.globesoftware. com), the table is queried, then pivoted to identify both Users with high-alert volume and termed Users with defunct alerts. The batch is then processed. Once complete, we refresh the query to verify that these old or excessive alerts have been removed from the table.

Alert Rules Annually, we review the Alert Rules table. In this table, IT Administrators can modify or delete alerts created by other Users. If the alerts are incorrectly created (too general or tracking hightransaction tables) or are still processing for termed Users, we clean them up using this form and notify the creator of the changes.

Other Thoughts System maintenance aside, what else can be done to increase the power of Alerts? »» Training From a process perspective, we train our Users on both the benefits and downsides of overzealous alert creation, providing examples of both good and bad alert setups. In conjunction with that, we suggest that those who receive the email form of the alerts disable the alerts in the client, thereby eliminating message redundancy. »» Access As mentioned, many companies opt to keep this function in the hands of IT. If your IT team is good at maintaining the system, and has the time to do this setup, then this may be a good course of action. If, however, your IT team is lean (aka small), it may make sense to give the power to the Users. We have opted for a hybrid approach whereby IT monitors and trains the Users, while letting them create alerts meaningful to their functional areas. Through a combination of maintenance, analysis, and training, we can make good use of this powerful tool. AXUG Michele Foster is a G&A application manager for Depomed, Inc. She can be reached at Mfoster@depomed.com.

48 | AXUG Magazine

+ + =

Cutting edge Dynamics 365 technologies Collaborative subject matter experts Creating immediate business impact

Opportunity

mcaConnect.com/careers Manufacturing | Energy | Field Services

G UG UG XU XU AX AX G A G A UG UG U XU XU AX AX A G A G UG UG XU XU AX AX A A G G UG UG XU X A X U G G U U X X A A G A U XU AXU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G G G U U X X A A A X U AX A G A G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG XU XU AXU AX AX G A G A UG UG U G A X G G U U X X A A U U X X A A AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX A U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G G UG AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G G UG UG U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G U U X X A A G U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G G UG UG XU XU AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G U X X A A G G UG UG XU XU AX AX A A G G U U XU X AX AX A A G G U U X X A A G G UG UG XU XU X AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G G U X X A A G G UG UG XU XU AX AX A A G G U U XU XU AX AX A A G G U U X X A A G G UG UG XU XU AX AX U AX A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G UG U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX AX G U G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU XU AX G G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU G A X G G U X U A G G A X U A X U G AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU G G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG G A X U X U A G G A X U A X U G G AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A UG G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G G A X U X U A G G U U X X A A G AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX G A X U X U A G G U U X X A A G AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG UG XU XU AX AX G A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A 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UG XU XU AX AX A G A G G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A X U X U A G G U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX G A X U X U A G G G A X U AX G A G A G UG U XU X AX A A G G UG UG XU XU AX AX A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU X G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G G G U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G U U X X AX G A G A UG UG XU XU AX AX A A G G UG U U XU XU AX AX G A G A UG UG XU XU AX AX A G G G U U X AX G A G A UG UG XU XU AX AX A A G G U XU XU AX AX G A G A UG UG XU XU AX AX G G G U AX G A G A UG UG XU XU AX AX A A G U XU XU AX AX G A G A UG UG XU XU A G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU G G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX U XU XU AX AX G A G A UG G AX G A G A UG UG XU XU U XU XU AX AX G A G G AX G A G A UG UG XU U XU XU AX AX G AX G A G A UG U U XU XU AX G AX G A G U XU G G AX

trending topics

he AXUG® Open Forum is a great place on the AXUG website for sharing best practices, tips and tricks, and general knowledge with others. It’s also a place to post questions and get answers from other Microsoft Dynamics AX Users. The AXUG online community has more than 9,900 discussion posts. Below are two recent topics that garnered much discussion. Check them out, and then take a moment to share your opinion, answer someone’s question, and/or post your own question (or quick tip that helps you be more efficient).

Multiple Batch Order Picks from One (License Plate) Quantity

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

Payment Terms Not Pulling to Sales Order or Invoice

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

it’s easy to post a question or a response...

Visit www.axug.com, log in, and click on Learn & Engage  Open Forum. You can start a new topic or use the Search feature to join an existing discussion.

50 | AXUG Magazine

Name That Photo

contest

Phones up! What do you think was running through this attendee’s mind to prompt a photo of this particular slide?

Q3 2016 Contest Winner No entries? Say it isn’t so!

Simply email your submission to Captioncontest@axug.com. The winning submission will be printed in the magazine’s next issue.

Q1 2017 | 51

VAR Partner Solution Showcase

Interviewee Becky Newell, VP of Technical Delivery

Website www.stoneridgesoftware.com

Email Becky@stoneridgesoftware.com

Phone 612-354-4966

52 | AXUG Magazine AXUG®: Tell us a little bit about your background and how Stoneridge Software got its start. Becky Newell (BN): My husband, Eric, our business partner, Cody Marshall, and I worked at Microsoft for many years in support and research and development (R&D). For me personally, a good chunk of that time was in Microsoft Dynamics AX developer support for Partners and ISVs. Four years ago, the three of us left Microsoft to start Stoneridge Software. Our first days in the business were literally from my kitchen table. We were blessed soon after to have a few colleagues from Microsoft join us, and we have been growing ever since.

AXUG: What does your company look like today? BN: Today, we are a Microsoft Dynamics AX, Microsoft Dynamics NAV, and Microsoft Dynamics CRM Partner with offices in Minneapolis and Barnesville, Minnesota; the latter is located near Fargo, North Dakota. Our 65 employees are split between the two locations. While we have clients across the U.S., our core focus is on businesses in the Upper Midwest. The consulting business is only as good as its people, and we’ve made a conscious effort to cultivate a positive work environment and culture that will attract the right caliber of talent and make them want to stay. We’ve won several Best Place to Work awards, including winning top honors in the medium-sized business category from Minnesota Business Magazine in 2015. We’re very proud of the team we’ve assembled and the culture we’ve fostered. It’s exciting to be recognized by our employees for the effort. To me, it was like winning the Olympics.

AXUG: That must be so exciting, especially since starting so small just four years ago to growing to where you are now. BN: It has been thrilling! Because we started very small and are still relatively small, each team member has an impactful role to play in the success of our clients and in Stoneridge. It’s amazing to look back at the company’s trajectory and what we’ve accomplished both internally and for our clients in that short amount of time.

AXUG: What do you offer Microsoft Dynamics AX Users? BN: We are a full-fledged implementation Partner. You can buy licenses through us, we implement and customize the software, we provide training, and after you go-live, we will be your long-term support Partner. Our goal is to be the first and last Partner that our clients have. We are a true business Partner who fits long-term interests and are there in step with our clients, actively participating in their successes. Microsoft Dynamics 365 is a new exciting part of our business. Most of our clients already have both Microsoft Dynamics AX and CRM Microsoft Dynamics. They are especially excited that it’s coming together from a Microsoft perspective. For us, it’s great to be able to offer one solution. It’s what people have always asked us for, and now it’s becoming a reality.

AXUG: What type of companies make up your clientele? BN: Today our clients are mostly mid-market businesses in a variety of industries. We work with several manufacturing and professional services companies. We’re also building functionality to serve the agricultural space, which is very exciting. It is a great fit our geographic location: There’s actually a grain elevator right outside our office window.

AXUG: What sort of business intelligence (BI) assistance do you offer your Microsoft Dynamics AX clients? BN: Clients come to us looking for help when

implementing complicated BI solutions. In general, clients have been accomplishing a lot by themselves with Power BI and Microsoft Excel. Where we come in is when they have many different systems they need to pull together to create a self-service center. We can help with that integration as well as building dashboards that align with different scenarios. We also help our clients get performance out of what they currently have, either by designing or re-designing their solutions to get the most value from their data. AXUG: What should Users know about you? BN: Many of our team members came directly from Microsoft support or development, so we really know every piece of the product. We are the Partner that can do anything in Microsoft Dynamics AX, Microsoft Dynamics NAV, or Microsoft Dynamics CRM. We also have an iterative implementation methodology. It’s an adaption of Microsoft Dynamics Sure Step. A cornerstone of our implementation methodology is our JPD session approach. JPD (pronounced jay-pod) stands for joint process design. During JPD sessions, our consultants demonstrate the solution to client stakeholders and subject matter experts. In that session, the client is encouraged and expected to provide feedback on the solution, ask questions, bring up new scenarios and requirements, and work with a consultant to “jointly design” their business process. A few key components of the JPD approach are… Process-Centric – While we may do some light navigation orientation for project team members, we do not do generic functional training with our clients to begin a project. Instead, we jump right into demonstrating the product in the context of the client’s business processes. Prior to getting into JPD sessions, we establish the full list of processes that are in scope, and we use that list as the means of directing project activities from that point forward. Iterative – We may make several passes through a given process, tweaking as we go until we can ratify the design. The session is intended to elicit new requirements, use case scenarios, and even

develop new processes. So, you should expect several iterations before you’ve got all of a given process ironed out. Client and End User Enablement – With this approach, Users will get deep exposure to the solution early and often. These sessions serve as a very strong training mechanism for the core project team. Their active involvement in the design process will contribute to ownership of the overall solution and business process, and it will empower the client overall for post go-live success. Out-of-Box – We begin the JPD iterations with demonstrations of the processes using industry standard, out-of-box functionality. This approach lends itself more to adoption of native capabilities. There may be some value in asking for requirements upfront or filling out a questionnaire, but we know it can be difficult for clients new to the product to define that without background on product capabilities. Once Users see what the product can do natively, they may be less likely to ask for what the old system did. AXUG: What do your clients like most about you? BN: Every one of our clients is a reference for us. Because of our specific expertise, companies come to us because we can make a better future for them. If they haven’t been happy with their experience so far, we can turn that story around for them. If they are brand-new to Microsoft products, we get them started on the right foot and keep them in a good place. We strive to be their last Partner. We want our clients sleeping soundly at night, feeling certain their business solutions are on solid ground. AXUG: What is your favorite thing about AXUG? BN: I love it! I think Summit and our local chapter are both very strong. Not only do they have high membership, but it’s also nice to see a ton of active Members. Our clients get great value by attending Summit; the networking is so beneficial for them. I love the mix of presenters too: Microsoft, Partners, and Users all have a very important part to play in offering such valuable content. AXUG

“I enjoy working with Stoneridge for several reasons. Primarily, Stoneridge is comprised of true Microsoft Dynamics AX product experts who not only know the solution, but can also effectively transfer their knowledge. This transfer is effective due to their excellent communication skills and personality. Everyone I have come in contact with at Stoneridge has been professional, responsive, and personable.” Mike Polis, CFO at Crown Tonka/Rainey Road Holdings, Inc.

Q1 2017 | 53

t&t

tips & tricks

Is Generating Complex Purchase Orders in Microsoft Dynamics AX Using SSRS Giving You a Headache? by Kim Franck Agerholm, Formpipe Lasernet, AXUG® User Member

hen generating documents from Microsoft Dynamics AX using standard tools like SSRS, there’s only a certain level of customisation you can go to before compromise sets in due to the level of difficulty in programming certain functions and actions. This is the case when configuring a complicated purchase order that is not only completely variable on the input but also on the output. Here’s the problem: Creating a purchase order in the retail sector is not as simple as just placing data on a page and adding a header. Repeating headers, the consolidation of lines from a vertical output into a horizontal requirement, pose real problems in SSRS. Further to that, adding subtotals per warehouse and making sure that all documents arrive at the right place in the right time compounds the complexity. So, what can you do? One way to overcome this efficiency obstacle is by feeding the output through a specialised enterprise output management (EOM) connector that’s been specifically designed to integrate seamlessly with Microsoft Dynamics AX. With these connectors in place, many companies are now starting to see the advantage of manipulating the data before formatting to simplify the overall process. This, however, can only go so far. But by using the graphical drag-and-drop functionality encompassed within a specialist EOM connector, all formatting and corporate guidelines can be adhered to simply and easily – and with a few clicks of the mouse. This can easily be shown by the simple snapshot below.

Sound too good to be true? Still need some convincing? Okay, let’s break it down by function:

Headers Many organisations have multiple warehouses and would like to show this on the purchase order, whilst at the same time ensuring it is easy to read. Repeating the header titles per warehouse and tailoring it so it shows what warehouse it is can easily be accomplished with the Lasernet connector.

Vertical to Linear Lasernet can take what was 25 lines of data and generate just seven, ensuring only the information required on the purchase order is visible. Another benefit is that Lasernet can turn the output from a vertical display to a linear display and subtotal the colour, size, layout, branding, and so forth. This not only makes life easier for the person responsible for creating the purchase order, but also makes the document cleaner, more professional, and easier to interpret for the recipient, too.

New Lines When information within the field’s item number, colour, confirmed quantity, mode, price, and discount change, it should generate a new line for the Warehouse in the Output, and at the same time, add a background illustrating the new warehouse and separate it from the previous item line. Microsoft Dynamics AX is not good at dynamic graphics or adding pictures. With Lasernet, you can easily add frames, lines, and backgrounds with different shadings and pictures, all in the graphic interface, so you always can see the output.

Subtotalling Ensuring that the totals for each warehouse for quantity and value are subtotalled; something that is not generated from the output of Microsoft Dynamics AX. AXUG Kim Franck Agerholm is a senior Microsoft Dynamics AX developer at Formpipe Lasernet. 54 | AXUG Magazine

Red Maple

Webinar

Speed

Read Excel Tips and Tricks for Beginners: VLOOKUPs and Pivot Tables by Bethany Galguera, CPA, Omnisource Integrated Supply, LLC, User Member

Bethany has held a variety of roles in accounting and is perpetually focused on ways to do things faster and more efficiently while improving

quality

output.

Bethany’s User group webinar on Excel, specifically the topics of VLOOKUPs and pivot tables, does just that by helping Users see Excel as a time-saving tool.

VLOOKUP VLOOKUPs match data and are extremely useful for reconciliations as you can add data from one spreadsheet to another. VLOOKUPs can be found in your Excel spreadsheet under the Formulas menu > Lookup & Reference > VLOOKUP. The formula for a VLOOKUP is as follows: =VLOOKUP(B2,’Name Data’!A2:B91,2,FALSE) Below are some specific tips for helping you find/define information: »» Lookup Value (B2 in example): The cell that Excel is going to look for in another set of data »» Table Array (‘Name Data’!A2:B91 in example): The cells that Excel is going to look in to match the lookup value to and find the final value »» Col_index_num (2 in example): The column that Excel should pull the final value from once Excel finds a match in the first column for the lookup value »» Range_lookup (False in example): Should always be false »» Tip: $ signs tell Excel not to change the cell references, so the better formula above should be =VLOOKUP(B2,’Name Data’!$A$2:$B$91,2,FALSE) • You can also add these signs by placing your cursor in the cell reference and pressing F4.

Pivot Tables Pivot tables are a way to simplify multiple data points into one area, allowing you to see only the data you wish and manipulate it in ways you wouldn’t otherwise be able to. A helpful visual aid, you can get averages, totals, minimums, counts, and more. Navigate to the Insert menu and then select pivot table to start. In your Excel spreadsheet, select the data you want to include in your table and choose where you want your Pivot Table to be placed. Note that your data must have titles/names in the first line to identify the data later on. After selecting your source data, choose the data you wish to see in the Pivot Table wizard by selecting the checkbox next to it. Excel will guess as to where you want to place your pivot table, but you may move it around by dragging and dropping from the different fields, such as Report Filter, Column Labels, Row Labels, and Values. Column Labels and Row Labels will likely be how you want to group your data. Values will be the totals you want to see after your data is grouped. Report Filters and Slicers can then be applied if you want to add a filter to your data, but they do not have to be used. When working with your data, you may find that you need to change the values of your data to a better format in order to make a cleaner table. Change the values by clicking on the yellow bar within the field to see a list of options. Choose Value Field Settings to change from Sum to Average or any other calculation. You can also use the Pivot Table menu bar that auto appears when you are working in a pivot table and click “Summarize Values by” option. AXUG Bethany Galguera is a consultant/interim controller for Omnisource Integrated Supply, LLC. Have additional Excel questions or want to talk pivot tables? Contact Bethany at Bethany.galguera@gmail.com.

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MINUTES WITH AXUG’S VOLUNTEER OF THE QUARTER

Who I’m following on social media right now… I love to follow the humor of the political world. Trying to laugh and not cry. On my desk right now… A stack of invoices to approve, multiple project plans, budget planning spreadsheets, other stacks of paper, and the ever-present McDonald’s unsweetened tea. My three goals for 2017… » Go live with Microsoft Dynamics AX in two more of our divisions. » Do more volunteer work (homeless and children). » Take more time off than I did in 2016 and

Paul Davis Sr. Director of Technology Duda & Sons, Inc.

spend it with family. What I do when I’m not at work… I spend lots of time with my dog, Skylah. The best advice I ever received… Learn to “turn it off” when you leave the office at night.

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ISV Partner Solution Showcase

INTERVIEWEE Brandon Kirby, VP of Technology & Business Development

WEBSITE www.halobi.com

HEADQUARTERS San Diego, California

PHONE 888-300-0219

EMAIL Brandon.kirby@halobi.com

58 | AXUG Magazine AXUG®: What is the story behind Halo? Brandon Kirby (BK): We started in the early 2000s as iQ4bis, rebranding to Halo in 2012. Our consultants were hired as industry experts to help companies make better sense of their data – reducing inventory, increasing sales margins, etc. Our founder wanted to create the “easy button” for enterprise reporting and analytics. We would visit companies and see these homegrown, poorly documented databases, and this became the real challenge. We also needed the “easy button” to work with Customer data, building data warehouses if needed. Halo wanted to create a solution that leveraged our Customers’ existing investment in Microsoft SQL but would hide its complexities and be able to leave them with a tool that they could use, and make it easy enough that they didn’t need a DBA. As their business evolved, they would also be empowered to make any necessary changes themselves without having to hire us again.

AXUG: Tell us more about how your solutions help Microsoft Dynamics AX Users. BK: Over time, we created vertical-specific supply chain packages which leverage not only ERP data, but also any other relevant data sources. These packages must shorten the time to go live by being prebuilt with industry metrics but configurable enough to conform to the custom processes of our Customers. One example is a Customer P&L or cost-toserve solution. You’ll need data from Microsoft Dynamics AX but also from Microsoft Dynamics CRM, or cost and labor information out of a payroll system, to get to the “true cost”. How else can you get to Customer lifetime-to-value metrics? One of our Customers deployed our cost-to-serve solution after having done a ton of business with Amazon. By the time you netted out commissions, freight, penalties for late shipments, etc., they found they were actually losing money. The insight they received from Halo allowed them to renegotiate their deal with Amazon and create a more profitable relationship.

AXUG: Are there specific verticals or company types that make up most of your clients? BK: Our core focus is manufacturing, distribution, and retail. Organizations such as Qualcomm, Merck, Taylor Farms, Lagunitas Brewing, and hundreds of others use Halo. When key staff members leave those companies and go elsewhere, we find they usually take us along with them. That’s how we’ve ended up in other verticals, like American Heart Association, or financial service organizations, like Bank of New York Mellon. Yes, Halo can be a generalpurpose BI tool, but we have built a tremendous amount of value in offering configurable supply chain applications for Microsoft Dynamics AX and Microsoft Dynamics CRM.

AXUG: What kind of pains do these companies have, and how does Halo resolve them? BK: A common theme with our Customers is they have tons of data but don’t know how to use it to impact the bottom line. It’s not actionable information. For example, if a company wants to improve their inventory position, measure profitability at the Customer level, or hold their suppliers accountable, we can help. From the IT side, there is risk mitigation. Halo’s core platform offers a mature, robust data warehouse accelerator. We can create a new data warehouse (on-premises or in Azure) or can help with a data warehouse modernization project for an existing one. Our IT Customers can now deliver a fully governed, documented environment for Users to self-serve every step, from data integration to analytics.

Our 2016 release was huge. Customers are now using our data quality module to help cleanse the data to ensure accuracy. Our forecasting and demand planning module has also been very popular with manufacturers – it’s amazing. AXUG: How does Power BI fit in with what you offer at Halo? BK: We love it. We see Power BI’s ad-hoc capabilities complementing our enterprise reporting technology and are excited about the Halo-Power BI combination. Halo now simplifies and blends the tables within Microsoft Dynamics AX, Microsoft Dynamics CRM, Salesforce.com, and more than 25 different applications that can be fed into Power BI. Customers now have a “wrapper” of data governance and a simplified “sandbox” for Power BI Users to use, which they wouldn’t normally have. We now have the expertise inhouse to help Customers leverage the technology should they need some guidance. AXUG: What do Microsoft Dynamics AX Users love about your solutions? BK: Each time we are honored with someone’s business, we ask the Customer, “Why did you select Halo?” Having been in the Microsoft Dynamics AX market since the Axapta days, competition has come and gone, and the Halo solution has become a staple of the Microsoft Dynamics AX community. We are proud to have a 94 percent renewal rate amongst our Customers. This tells us three things: Our software updates are valuable; our support is awesome; and, most importantly, Halo’s not shelfware; Customers are actually using the product. And, of course, we have the best match from a solution standpoint. Halo is more than just a reporting tool. It’s not just a back end or just a front end. We offer a holistic solution, from data integration to prebuilt reports designed and built to work with one another. Other vendors force the Customer to piece a solution together. Their approach is, “Use this vendor for the back end, this one for the front

end, and then you’ll need to find a forecasting or demand planning solution, too.” I say, “Good luck; let me know how that goes for you.” What I don’t like is when they call me six months later and have spent most of their budget but are still looking for a real solution. We offer a robust, predictive analytics suite that creates a flexible and powerful forecast for Microsoft Dynamics AX Users. One product, one company, one support team – built and designed to work with one another. AXUG: What do you have coming up in 2017 that Microsoft Dynamics AX Users should know about? BK: We are dedicated to helping our Partners and Customers achieve a strong, actionable, and profitable supply chain. Halo will offer more prebuilt applications for forecasting and demand management, Customer profitability, and inventory optimization. Our data sciences team is launching Customer churn and Customer segmentation models. Our Partners will continue to leverage our solutions to compete and win against other VARs in the Microsoft Dynamics AX space while also beating SAP, Oracle, and NetSuite in deals. What’s even more innovative? We have Customers who are now charging their suppliers for access to key metrics in order to have a better working relationship. Data monetization! Specifically, one of our Customers is generating over six figures a year from using our product in this way. Halo is now a profit center for their organization. AXUG: What do you like most about the AXUG community? BK: The collaborative forum and nature of the community. I love that you’re talking to real Users about what they’ve accomplished, their strategy, and plans for the future. I say real because it’s not like talking to industry analysts who are just looking for the next buzzword and topics, which, frankly, won’t be used in many Customers’ organizations for years, if ever. AXUG

“We have found that Power BI and Halo complement each other well. Halo, with its data warehousing component, makes it easier for us to provide a single version of the truth. That version of the truth is quickly and reliably available via Power BI for ad hoc Users as well as Halo for widely-distributed analytics that scale to the entire enterprise.” – John Trainor, CIO, Aaron’s, Inc.

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industry showcase

Construction Hard Hat Hitters

hese giants of the construction industry offer everything from innovative technologies to musthave products for contractors, heating and air conditioning companies, cities, and more. If AXUG® Members have one thing in common, it’s power, and this group packs a punch in serving our expanding world.

APi Group, Inc. New Brighton, MN APi Group, Inc. is a multi-billion-dollar parent company to more than 40 independently managed life safety, energy, specialty construction, and infrastructure companies located in more than 200 cities worldwide. APi Group combines the personal attention of small-tomedium sized construction companies with the strength of an industry leader to bring innovation to the construction industry.

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Coastal Construction Products Jacksonville, FL Coastal Construction Products is one of the largest independent distributors of caulking and sealants, waterproofing, concrete repair, and fire protection products in the U.S. With roots going back 40 years, the company has worked with customers across the Southeast and the Caribbean, supporting them as they built or restored the buildings that define our world – state capitols, office towers, power plants, bridges, and more.

Del-Air Sanford, FL Del-Air is the largest residential heating and air conditioning company in Florida. With 400 fully stocked trucks staffed with expertly trained, manufacturer certified technicians, Del-Air continues to uphold their mission of exceeding every customer’s expectations.

Flynn Canada Ontario, Canada Flynn is North America’s leading building envelope trade contractor providing contracting services in institutional, commercial, and industrial construction. With 28 offices, Flynn is committed to delivering quality and value with health and safety as top priorities.

ICM, Inc. Colwich, KS ICM, Inc., provides innovative technologies, solutions, and services to sustain agriculture and advance renewable energy, including food and feed technologies that will increase the supply of world protein. By providing proprietary process technology to 106 facilities globally with a combined production capacity of approximately 8.8 billion gallons of annual ethanol production and 25 million tons of distillers grain feed co-products annually, ICM has become a world leader in bio-refining technology.

Industrial Electrical Company Modesto, CA Industrial Electrical Company has a strong reputation of serving Modesto, Stanislaus County, and the entire California Central Valley with high quality electrical, manufacturing, and automation services. Throughout their 75-year history, they’ve provided an unequaled level of expertise, leadership, and longstanding relationships with local customers in their community.

Keller Foundations, LLC Hanover, MD Keller Foundations is a wholly owned subsidiary of Keller Group Plc. and is engaged in providing specialty ground modification contracting and specialty foundation services through North and South America.

MAPEI Milano, Italy Founded in Milan in 1937, Mapei is today’s world leader in the production of adhesives and chemical products for building. The company has 65 subsidiaries with 62 production facilities in operation across 30 countries and five continents.

Milton CAT Milford, MA Since 1940, Milton CAT has been the authorized dealer for Caterpillar construction, forestry, and paving equipment, truck and marine engines, and power systems. Milton CAT has grown to 13 locations, spanning a six-state territory, and runs on the same philosophy that made the company successful in its early years.

Morton Buildings, Inc. Morton, IL For more than 100 years, Morton Buildings has provided quality and service to people looking for an attractive, long-lasting building. With offices located across the United States, Morton can construct a customer’s horse barn, garage, storage building, commercial building, farm storage building, or home.

NMC, Inc. Omaha, NE NMC has served customers with equipment and service solutions since 1938. The company remains customer-focused by providing a comprehensive line of product sales, parts, rental, and services vital to the construction, power generation, material handling, on-highway truck, and railroad industries.

PCL Constructors, Inc. Alberta, Canada The PCL family of companies forms one of the largest general construction contracting organizations in North America. This family has a century-long tradition of excellence, hard work, and a can-do attitude when providing construction services in the commercial, civil infrastructure, and heavy industrial markets.

Performance Contracting Group, Inc. Lenexa, KS PCG is the parent company of Performance Contracting, Inc. (PCI). PCI is their largest subsidiary and has two main divisions, Interior Services, and Insulation & Specialty Services. This allows them to offer customers diverse but related services, making PCI a true “single-source” contractor for many customers.

Performance Contractors, Inc. Baton Rouge, LA Since 1979, Performance Contractors has extended a multitude of construction, turnaround, and maintenance services to the chemical, petrochemical, pulp and paper, fertilizer, refinery, power, automotive, and steel industries. From site preparation through project start-up, they provide quality services for each phase of industrial construction and pipe fabrication.

RFI Enterprises, Inc. San Jose, CA RFI Communications & Security Systems is a diversified multi-systems integrator that has been designing, installing, servicing, and monitoring technology-driven security and fire/life safety solutions for more than 35 years.

Strike Group Limited Partnership Alberta, Canada Founded in 2004, Strike Group is a leading oilfield services and construction company based in Calgary, Alberta and servicing the oil and gas industry in Western Canada. With multiple locations from northeast British Columbia to central Saskatchewan, Strike Group provides services to a “who’s who” list of energy clients.

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G UG UG XU XU AX AX A G A G G UG UG XU XU AX G A X U X U A G G A X U A X U G G AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG XU X G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G UG UG G G G UG U XU XU AX AX A A G G U U X X A A A X U A X U G G G AX A A G G U U X X A A G G U U X X A A G G UG U XU XU AX A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG G G G U U X X A A U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G A X U X U A G G U U X X A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A A G G G UG U XU XU AX AX A A G G U U X X A X U A X U G G G AX A A G G U U X X A A G G U U X X A A G G UG U U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G G G U U X X A A U U X AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A X U X U A G G U AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU A G G G UG U XU XU AX AX A A G G A X U A X U G G G AX A A G G U U X X A A G G U U X X A A U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG G G G U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G G G U U X X A A X U X U G AX A G A G G U U X AX A A G G UG UG XU U XU XU AX AX G A G A UG UG XU XU AX AX A A G G G U U X X AX G A G A UG UG XU XU AX AX A A G G UG U U XU XU AX AX G A G A UG UG XU XU AX AX A G G G U U X AX G A G A UG UG XU XU AX AX A A G G U XU XU AX AX G A G A UG UG XU XU AX AX G G G U A X U X U G G AX A A G G U U X AX A A G U XU XU AX AX G A G A UG UG XU XU A G G G A G G U U X X A A

learn

academy corner

XUG® Academy is a fantastic way to jump-start your familiarity with Microsoft Dynamics AX and, now, Dynamics 365 for Operations. AXUG reached out to a recent Academy course graduate, Jennifer Pinkstock of Kimball Midwest, to find out why she took an Academy course, how it has helped her in day-to-day life, and what advice she has for fellow Users who have yet to take an Academy course.

Jennifer Pinkstock

Purchasing Manager, Kimball Midwest

How did you learn about AXUG Academy?

I learned about the AXUG Academy courses from my IT department.

Why did you register for an Academy course?

Our company is going through a very slow, controlled transition from our legacy system to Microsoft Dynamics AX 2012 R3. I wanted to learn as much as possible about the out-of-the-box functionality before my team transitions so that I can make good decisions about the modifications we need to meet our business needs while maximizing the benefits offered by standard Microsoft Dynamics AX.

How has attending Academy courses helped you in your job? Taking the classes has helped me become familiar with the Microsoft Dynamics AX environment as well as the features and benefits offered by it even though my team has not yet begun our transition.

What advice would you give to a fellow User who hasn’t taken an Academy course?

I would highly recommend the AXUG Academy classes. These four- and eighthour classes are long enough to do deep dives into specific processes, and the class interaction with the instructor is very helpful. Hearing questions from people in a variety of business environments who are already using the product is also very beneficial.

Interested in learning more about AXUG Academy? Visit www.axug.com/engage/academy to see the course listing and register for an upcoming class.

62 | AXUG Magazine

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 64 Horizontal....................Page 67 Services.......................Page 74

The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact Jane@thepartnerchannel.com. NOTE: The Partner Channel and Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner. *Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

Industry

INDUSTRY

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.

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 Business Systems Integrators www.BusinessSysInteg.com â&#x20AC;˘ 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Data Masons Software www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization. DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 NEW: 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/AccellosOneWMS 708-287-4026 NEW: AccellosOne WMS AccellosOne WMS is an advanced warehouse management solution with integrated shipping and dashboard analytics for eCommerce Distributors, CPG, and more. Hundreds of customers across the entire suite of Dynamics ERPs.

KEY:

Dynamics AX

Dynamics GP

64 | AXUG Magazine

Cross Industry Solution Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. 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 for better shared services. Gain from our experience!

Ariett www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Cloud Purchase and Invoice Automation with Payment Processing One solution to manage indirect spending for every Contract, Requisition, AP Invoice, Expense Report and Payment for Dynamics. Gain upfront control, visibility and savings from any mobile device, laptop or desktop.

Datahaven for Dynamics

Nodus Technologies, Inc.

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

www.nodus.com/epay_advantage.html 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.

Paramount WorkPlace eRequester by Paperless Business Systems spendwise.ly/eRequester4MSD 206-256-0771 ext. 123 eRequester Industry leading web procurement, expense management, inventory & receiving, and AP automation. Top rated & trusted for over 17 years. Greenshades Software www.greenshades.com â&#x20AC;˘ 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Business Systems Integrators www.BusinessSysInteg.com â&#x20AC;˘ 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

CALUMO, Inc. www.calumo.com â&#x20AC;˘ 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes.

Dynamics NAV

Dynamics SL

Dynamics CRM

www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Spend Management Intuitive Web-based & Mobile Spend Management Solutions. Requisition & Procurement, and Expense solutions that are easy for employees, effective for management, powerful for accounting. Paramount WorkPlace www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine.

Higher Logic www.higherlogic.com â&#x20AC;˘ 202-360-4402 Higher Logic The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

ReQlogic www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, AP Automation, time & expense, and advanced workflow.

Liaison Software Corp

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

Online Trial Available

Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials

Equipment Rental and Leasing

Computer Business Solutions, Inc.

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.

365F

Food and Beverage Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Blue Horseshoe www.bhsolutions.com â&#x20AC;˘ 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Suite for Dynamics AX. Business Systems Integrators www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

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.

KEY:

Dynamics AX

Dynamics GP

www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

WithoutWire www.withoutwire.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI.

Government Contracting

AXSource www.AXOQCS.com â&#x20AC;˘ 404-902-9218 Quality & Compliance for Life Science Integrated ERP solution for compliance to meet FDA, Health Canada, EU and cGMP requirements for Life Sciences.

Manufacturing DATABASICS, Inc. 365F

ASC Software www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Food/Beverage industry.

Data Masons Software

www.data-basics.com â&#x20AC;˘ 800-599-0434 NEW: DATABASICS Time, Expense & Invoice Reporting â&#x20AC;&#x201D; Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

Healthcare

InterDyn BMI www.erp4health.com â&#x20AC;˘ 866-264-3249 ERP4HealthÂŽ Financial Management Software powered by Microsoft Dynamics.

Altec www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience!

docSTAR www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration. DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 NEW: 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 Software www.truecommerce.com â&#x20AC;˘ 888-430-4489 HighJump TrueCommerce EDI Solutions 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. Liaison Software Corp

Sierra Workforce Solutions www.sierraws.com â&#x20AC;˘ 800-822-0973 NEW: 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 3650 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 NAV

Dynamics SL

Dynamics CRM

Bond Consulting Services

www.BondConsultingServices.com 562-988-3451 Microsoft Dynamics ERP & CRM Solutions for Manufacturing & Distribution The go-to team of trusted advisors moving you forward with Microsoft Dynamics ERP and CRM solutions for SMB and Enterprise.

Online Trial Available

Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials

Q1 2017 | 65

INDUSTRY

www.cbsi-corp.com/oil â&#x20AC;˘ 972-612-1122 Ext: 120 NEW: Microsoft Dynamics NAV Oil & Gas Field Service | OGFSâ&#x201E;˘ Everything you need for Oilfield Service: Equipment Rental, Maintenance, Mobile Field Ticket Apps, Reservations, Simple Jobs, Special Pricing & Invoicing, Transport & Disposal, and More. V4 in NAV2017,Coming to D365.

Life Sciences Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience!

INDUSTRY

WithoutWire www.withoutwire.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI.

Non-Profit Organizations ImageTag, Inc. 365F

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

Oil and Gas

Computer Business Solutions, Inc. 365F

Pharmaceuticals

Retail

AXSource www.AXOQCS.com â&#x20AC;˘ 404-902-9218 Quality & Compliance for Pharma Fully integrated ERP solution for global regulatory compliance requirements. Features: CAPA, Recall Management, Enhanced e-Signature, e-Batch Records & Regulatory Reporting. 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. Paramount WorkPlace www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine

3650 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. 3650 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.

Software Manufacturers 3650 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.

Warehouse Management

Professional Services DATABASICS, Inc. 365F

ASC Software www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable & highly configurable WMS designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in advanced distribution solutions.

DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 NEW: 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/AccellosOneWMS 708-287-4026 NEW: AccellosOne WMS AccellosOne WMS is an advanced warehouse management solution with integrated shipping and dashboard analytics for eCommerce Distributors, CPG, and more. Hundreds of customers across the entire suite of Dynamics ERPs.

Tasklet Factory www.taskletfactory.com â&#x20AC;˘ +45 96 354 500 Mobile WMS for Microsoft Dynamics AX/NAV Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offline mode that integrates with standard Microsoft Dynamics AX/NAV.

WithoutWire www.withoutwire.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.

Wholesale Trade: Durable Goods HighJump Software www.truecommerce.com â&#x20AC;˘ 888-430-4489 HighJump TrueCommerce EDI Solutions 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.

Learn why George with Cal Business Solutions 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 Jane@thepartnerchannel.com. â&#x20AC;&#x153;I personally love TheList Listcontact and utilize it often in the back of the magazine. The List helps me find the best solution, and read about other solutions that I may need at a later time.â&#x20AC;?

George Mackiewicz, President, CAL Business Solutions

KEY:

Dynamics AX

Dynamics GP

66 | AXUG Magazine

Dynamics NAV

Dynamics SL

Dynamics CRM

Online Trial Available

Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials

Horizontal Affordable Care Act Reporting

Automation

Corporate Renaissance Group

ImageTag, Inc.

www.crgroup.com/budgeting 613-232-4295 Budgeting & Costing CRGroup provides consulting expertise and leading solutions to streamline and improve budgeting, planning and costing. (Adaptive Insights, BOARD Software, CRG Cost Allocator, CRG FlexABM). Contact us to learn more.

365F

Greenshades Software www.greenshades.com/landing/aca. php?source=TheList â&#x20AC;˘ 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA. Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution A 360o reporting & tracking engine that makes ACA compliance a non-issue. Automatically tracks eligibility, tests affordability, and generates, prints and e-files Form 1095-C/ 1094-C.

Sierra Workforce Solutions

Accounting ImageTag, Inc. 365F

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.

Analytics

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

ParamountWorkPlace.com/solutions/ travel-and-expense/ â&#x20AC;˘ 800-725-4408 Paramount WorkPlace Expense Mobile Entry & Approvals, OCR, Google Maps, Receipt Attachment, Rule Engine, Credit Card & Banking Integration, Real-Time Cash Advances, On-Account Balance, Expense Split, GL Distribution, Open Payment Sunshine Act.

Barcode Data Collection DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 NEW: 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.

MT Mobility www.mt-mobility.com/ 641-753-5999 ext. 151 MT Mobility Mobile WMS and barcode data collection software for Dynamics AX and NAV.

Budgeting

CALUMO, Inc.

KEY:

Paramount WorkPlace

Dynamics GP

www.calumo.com â&#x20AC;˘ 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes Centage www.centage.com â&#x20AC;˘ 508-948-0066 NEW: Budget Maestro by Centage Budget Maestro is an easy-to-use budgeting and forecasting solution seamlessly integrated with Micrsoft Dynamics AX,GP,NAV, and SL that automates the time consuming and error-prone tasks associated with spreadsheets.

Dynamics NAV

Dynamics SL

Dynamics CRM

deFacto Global, Inc. www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;?All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

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

Business Intelligence

Business Process Management

CALUMO, Inc.

Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

DataSelf

Check Printing

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

Liaison Software Corp www.liaisonsc.com â&#x20AC;˘ 800-811-4618 ext. 201 NEW: Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

deFacto Global, Inc. www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Online Trial Available

Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials

Q1 2017 | 67

HORIZONTAL

www.sierraws.com â&#x20AC;˘ 800-822-0973 NEW: 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.

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

3650 Edgewater Fullscope www.fullscope.com Email: ReportingandBI4AX@fullscope.com NEW: Reporting and BI Accelerator for Dynamics AX Simplify Dynamics AX Reporting and BI, while leveraging your existing Microsoft investment, with Fullscopeâ&#x20AC;&#x2122;s cost effective reporting solutions.

Credit Card/Check Processing

Collaboration Platform

Commissions 3650 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.

Compliance

HORIZONTAL

Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Credit Management Sable37 www.sable37.com/ax-add-ons/ â&#x20AC;˘ 336-207-6800 Advanced Credit Control Pro-active credit control activities and new account risk scoring. 1-stop screen for Credit Officers. Automatic block orders at multiple points with multiple Credit Hold types. Dynamic release of Holds.

HighJump www.HighJump.com/AccellosOneWMS 708-287-4026 NEW: AccellosOne WMS AccellosOne WMS is an advanced warehouse management solution with integrated shipping and dashboard analytics for eCommerce Distributors, CPG, and more. Hundreds of customers across the entire suite of Dynamics ERPs.

NETSTOCK www.netstock.co â&#x20AC;˘ 602-418-6045 NETSTOCK Optimize your inventory with a smart, affordable SaaS app built to minimize stock-outs, reduce excess stock, and produce optimal orders fast!

StockIQ Technologies www.stockiqtech.com â&#x20AC;˘ 720-420-7946 Intelligent Supply Chain Planning Inventory analytics, forecasting, & multi-site replenishment designed for Distribution, Manufacturing & 3PL operations.

Document Management

DocuPhase www.DocuPhase.com â&#x20AC;˘ 727-441-8228 ext 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.

Esker Inc www.esker.com â&#x20AC;˘ 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform. Greenshades Software www.greenshades.com â&#x20AC;˘ 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.

Distribution ImageTag, Inc.

Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Security Manager Arbela Security Manager addresses security creation & mgmt, risk & compliancy requirements, & audit preparation with inquires & reports. Focus on your business not your technology needs. Gain from our experience! Greenshades Software www.greenshades.com/landing/aca. php?source=TheList â&#x20AC;˘ 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.

ASC Software www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

365F

Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

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.

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

Liaison Software Corp www.liaisonsc.com â&#x20AC;˘ 800-811-4618 ext. 201 NEW: Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Greenshades Software www.greenshades.com â&#x20AC;˘ 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms. Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution A 360o reporting & tracking engine that makes ACA compliance a non-issue. Automatically tracks eligibility, tests affordability, and generates, prints and e-files Form 1095-C/ 1094-C. KEY:

Dynamics AX

Dynamics GP

68 | AXUG Magazine

Dynamics NAV

Dynamics SL

Dynamics CRM

Online Trial Available

Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials

Expense Solutions

E-commerce Data Masons Software Avalara, Inc. www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics. Clarity Ventures 365

www.clarity-ventures.com/ecommerce 800-928-8160 NEW: Clarity eCommerce Fully custom, scalable enterprise eCommerce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, business intelligence and comprehensive administration features.

k-eCommerce www.k-eCommerce.com â&#x20AC;˘ 855-k-eCommerce k-eCommerce A versatile, integrated B2B, B2C and Sales Portal eCommerce solution deployed in our PCI DSS certified cloud or on premise. Built-in CMS with SEO, responsive design, multilingual/ multicurrency. Sana Commerce 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.

3650 Vertex SMB www.VertexSMB.com/TheList â&#x20AC;˘ 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

EDI Business Systems Integrators www.BusinessSysInteg.com â&#x20AC;˘ 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

KEY:

Dynamics AX

Dynamics GP

Electronic Document Delivery (Email)/Faxing Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Datahaven for Dynamics www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded â&#x20AC;&#x201C; not simply integrated â&#x20AC;&#x201C; throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Ariett www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Cloud Travel and Expense Reporting For employees on the go, from any device, Ariett simplifies the capture of out-of-pocket expenses, receipts, credit card transactions, VAT, Mileage, workflow and trip approval, with seamless Dynamics integration.

Field Service Management

DATABASICS, Inc. 365F

eRequester by Paperless Business Systems spendwise.ly/eRequester-EM 206-256-0771 ext. 123 eRequester | EM Use eRequester Travel & Expense Management to automate and expedite expense processing. Improve visibility over discretionary spending.

Computer Business Solutions, Inc. 365F

FieldConnect, Inc. 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.

Gorilla Expense Liaison Software Corp www.liaisonsc.com â&#x20AC;˘ 800-811-4618 ext. 201 NEW: Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Equipment Maintenance Computer Business Solutions, Inc. 365F

Dynamics NAV

Dynamics SL

Dynamics CRM

www.gorillaexpense.com â&#x20AC;˘ 877-973-6737 Gorilla Expense Gorilla Expense time & expense solution includes mobile apps, corp. credit card integration, project accounting, multicurrency, VAT/GST capture & integration with GP, NAV, AX & SL. Can be deployed as SaaS or On-Prem ImageTag, Inc. 365F

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!

WithoutWire www.withoutwire.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect.

HR Management

Corporate Renaissance Group

Paramount WorkPlace ParamountWorkPlace.com/solutions/ travel-and-expense/ â&#x20AC;˘ 800-725-4408 Paramount WorkPlace Expense Mobile Entry & Approvals, OCR, Google Maps, Receipt Attachment, Rule Engine, Credit Card & Banking Integration, Real-Time Cash Advances, On-Account Balance, Expense Split, GL Distribution, Open Payment Sunshine Act.

Online Trial Available

www.employee-performance.com 877-711-0367 CRG emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX. Online performance reviews, 360o assessments, goal management, succession planning, pay-for-performance, reporting & social feedback.

Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials

Q1 2017 | 69

HORIZONTAL

www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

ReQlogic www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic Expense Management ReQlogicâ&#x20AC;&#x2122;s Expense Management module enables employees to enter expense reports using a browser or mobile interface, or Import expense transactions from a bank or credit card account. Real time integration.

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

Greenshades Software www.greenshades.com/landing/aca. php?source=TheList â&#x20AC;˘ 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA. Greenshades Software www.greenshades.com â&#x20AC;˘ 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.

HORIZONTAL

ImageTag, Inc.

Invoicing Enhancement

365F

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.

Human Resource Applicant Tracking System Elevate HR, Inc. elevate-hr.com â&#x20AC;˘ 973-917-3230 Elevate HR: Solutions for Dynamics 365 & AX HCM Applicant Portal, HCM Wizards, Online Benefits, Global Payroll, etc.

Inventory Management ASC Software www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

Nodus Technologies, Inc. www.nodus.com/epay_advantage.html 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry. 3650 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.

KEY:

Dynamics AX

Dynamics GP

70 | AXUG Magazine

Mobility

Dynamics NAV

Dynamics SL

Dynamics CRM

. DocuPhase www.DocuPhase.com â&#x20AC;˘ 727-441-8228 ext 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more. Efima www.dooap.com â&#x20AC;˘ 817-706-5779 Dooap Dooap is Accounts Payable automation for the new Microsoft Dynamics AX7. It's invoice automation that both users and AX love. 100% say it is fun to use. Efficiency comes standard.

Computer Business Solutions, Inc. 365F

Multi-Entity Management 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 for better shared services. Gain from our experience!

Payables Enhancement

Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Job Costing Sierra Workforce Solutions

Manufacturing Enhancement

Ariett www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Cloud AP Invoice to Payment Automation Simplify AP with Invoice Capture, Workflow and Payment Processing. Supports GP Intercompany, Multicurrency and Multi-entity. Complete Procurement with Requisition, PO and Expense Reporting.

Online Trial Available

www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited. Liaison Software Corp www.liaisonsc.com 800-811-4618 ext. 201 NEW: Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

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

Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials

Product Lifecycle Management Greenshades Software www.greenshades.com â&#x20AC;˘ 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms. Greenshades Software www.greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline management, tax payments, and other reporting requirements. Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution A 360o reporting & tracking engine that makes ACA compliance a non-issue. Automatically tracks eligibility, tests affordability, and generates, prints and e-files Form 1095-C/ 1094-C. Liaison Software Corp

Portals Greenshades Software www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.

Procurement Management

KEY:

Dynamics AX

Dynamics GP

Liaison Software Corp www.liaisonsc.com â&#x20AC;˘ 800-811-4618 ext. 201 NEW: Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

Paramount WorkPlace www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine 3650 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.

Sable37 www.sable37.com/ax-add-ons/ â&#x20AC;˘ 336-207-6800 Product Lifecycle Management Wizards/templates manage Item creation in AX. Workflow controls activities. Advanced Item inquiry, Item creation templates, Catalog creation. Costing sheet, determine feasibility, pricing, margin review.

Project Accounting

Journyx 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.

Dynamics NAV

Dynamics SL

Dynamics CRM

3650 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.

Quality Control

Horizons International

Purchase Order Processing Enhancement

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.

Altec www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Rebates

Efima www.dooap.com â&#x20AC;˘ 817-706-5779 Dooap Dooap is Accounts Payable automation for the new Microsoft Dynamics AX7. It's invoice automation that both users and AX love. 100% say it is fun to use. Efficiency comes standard.

Product Information Management

Perfion, Inc. www.perfion.com â&#x20AC;˘ 267-549-8690 NEW: Perfion Product Information Management (PIM) fully integrated with MS Dynamics.

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

eRequester by Paperless Business Systems spendwise.ly/eRequester-PO 206-256-0771 ext. 123 eRequester | PO Web requisitions, approvals, POs, Punchout, budget tracking and more. Powerful spend management tools for improving efficiency & visibility.

Online Trial Available

Sable37 www.sable37.com/ax-add-ons/ 336-207-6800 Rebates, Royalties and Deductions Complex customer rebates, vendor rebates, royalties. Multiple concurrent and overlapping rebate/royalty agreements for the same vendor/customer; dissimilar time periods for accrual and claims. Product group rebates.

Receivables Enhancement Nodus Technologies, Inc. www.nodus.com/epay_advantage.html 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.

Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials

Q1 2017 | 71

HORIZONTAL

www.liaisonsc.com â&#x20AC;˘ 800-811-4618 ext. 201 NEW: Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

eRequester by Paperless Business Systems spendwise.ly/eRequester-eProcurement 206-256-0771 ext. 123 eRequester eRequester e-procurement is top rated for ease-of-use & time-to-value. Top features: Approval Workflow Engine, PO, RFQ, Punchout, Inventory, & Expense Management. Trusted for over 17 years.

Paramount WorkPlace

Reporting

Shipping/Manifesting Liaison Software Corp

www.liaisonsc.com â&#x20AC;˘ 800-811-4618 ext. 201 NEW: Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal). 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. 3650

Sales Tax

HORIZONTAL

Avalara, Inc.

Requisition Management

Sales Order Processing Enhancement

Dynamics AX

Dynamics GP

72 | AXUG Magazine

Thomson Reuters tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is tax management software that automates sales, use and value-added tax calculation, reporting, filing and remittance.

3650 Vertex SMB www.VertexSMB.com/TheList â&#x20AC;˘ 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

Dynamics NAV

Dynamics SL

FASCOR www.fascor.com â&#x20AC;˘ 513-421-1777 ext. 103 FASCOR TMS TMS is an integrated solution for small parcel & LTL shipping. Carrier Certified for UPS, FedEx, USPS (Endicia), LTL & other carriers. Feature rich & user configurable / multiple integration options including Dyn GP.

Supply Chain Management Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency. Gain from our experience! ASC Software www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

Data Masons Software www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

Security

Altec www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

KEY:

www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

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 for better shared services. Gain from our experience!

Dynamics CRM

HighJump Software www.truecommerce.com â&#x20AC;˘ 888-430-4489 HighJump TrueCommerce EDI Solutions 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. Sable37 www.sable37.com/ax-add-ons/ â&#x20AC;˘ 336-207-6800 Inbound Transportation Management & Landed Cost Inbound shipment status, Multiple/Part PO/Multi Vendor shipments. Transfer Orders, all AX costing methods, Receiving by container, Multiple cost calc and allocation methods, Multi-modal, Complex routing. Sable37 www.sable37.com/ax-add-ons/ â&#x20AC;˘ 336-207-6800 Demand Forecaster Create an initial Statistical best fit Forecast from AX sales data or imported data. Create collaborative Demand Plan with top-down or bottom up adjustments. Stores multiple Forecasts. Feed into AX-MRP.

Tax

Avalara, Inc. www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.

Greenshades Software DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 NEW: 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.

Online Trial Available

www.greenshades.com â&#x20AC;˘ 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials

Greenshades Software www.greenshades.com â&#x20AC;˘ 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline management, tax payments, and other reporting requirements.

3650 Vertex SMB www.VertexSMB.com/TheList â&#x20AC;˘ 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

ImageTag, Inc. 365F

Travel Expense Management

Time and Attendance

DATABASICS, Inc.

Gorilla Expense

www.gorillaexpense.com â&#x20AC;˘ 877-973-6737 Gorilla Expense Gorilla Expense time & expense solution includes mobile apps, corp. credit card integration, project accounting, multi-currency, VAT/GST capture & integration with GP, NAV, AX & SL. Can be deployed as SaaS or On-Prem

Dynamics AX

Dynamics GP

Dynamics NAV

Dynamics SL

Dynamics CRM

3650 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 Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

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

Online Trial Available

ImageTag, Inc. 365F

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.

PaperSave www.PaperSave.com â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM. 3650 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. 3650 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.

Mobile Enabled 365 Dynamics 365 3650 Dynamics 365 for Operations 365F Dynamics 365 for Financials

Q1 2017 | 73

HORIZONTAL

365F

Gorilla Expense

KEY:

Warranty and Claims Management

Datahaven for Dynamics

DATABASICS, Inc.

365F

Services Application Service Provider/Hosting

Cloud Computing

Data Resolution, LLC www.dataresolution.net â&#x20AC;˘ 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP & CRM cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 15 years.

MG Technology Group www.mgtechgroup.com/about-us/ partner-program/ â&#x20AC;˘ 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 13+ years experience, you own the customer relationship, 100% US support.

RoseASP www.roseasp.com â&#x20AC;˘ 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/ Private/Hybrid Cloud Solutions. Comprehensive pricing model for SPLA/Subscription Licensing - financially backed uptime guarantee. SSAE-16 data centers, SOX, HIPAA, FDA Compliancy.

WatServ 365F 3650

www.watserv.com â&#x20AC;˘ 866-531-2598 Ext: 2311 Global leader of Hosted Managed Services for Dyanmics ERP & CRM Offering Private, Hybrid, & Azure hosted managed services with 24-7-365 world class global support for customers of all sizes and complexities.

SERVICES

365F 3650

Dynamics GP

74 | AXUG Magazine

WatServ 365F 3650

Vertical Lift Business Solutions

Custom Development

Dynamics SL

Dynamics CRM

HR & Payroll Implementation & Consulting

Marketing Planning & Services Looking Glass Marketing www.lookingglassmarketing.com 614-453-5927 Cost-effective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

The Partner Marketing Group www.thepartnermarketinggroup.com 605-574-9432 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. Tornado Marketing, Inc.

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

Implementation Services

www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting & copywriting. 15+ years in the channel.

Member Organizations ERP Software Blog

Bond Consulting Services

Managed Services

Dynamics NAV

Development Tools

www.BondConsultingServices.com 562-988-3451 Custom ERP & CRM Solutions That Streamline Your Business Processes The go-to team of trusted advisors moving you forward with Microsoft Dynamics ERP and CRM solutions for SMB and Enterprise.

CRM/ERP Integration Services

www.verticalliftbsi.com â&#x20AC;˘ 416-848-0317 NEW: Vertical Lift Business Solutions Inc Get more value from your CRM & ERP Financial investments and avoid costly errors. We specialize in integrating these two critical systems. Call us for more info.

WatServ

Dynamics AX

www.myappsanywhere.com â&#x20AC;˘ 888-636-HOST Premier Cloud Computing Provider Myappsanywhere delivers an integrated suite of cloud-based Microsoft Dynamics and ISV applications, including 99.999% uptime, customizations and secure storage in its privately owned, SSAE 16 data center facilities.

365 365F

Azure Managed Cloud Services

KEY:

Myappsanywhere

365

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

OnDemand Trials

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