2016 Q1

Q1 2016

WWW.AXUG.COM

Fast Forward NEW TRENDS IN TECHNOLOGY

The New ABCs AZURE BI CLOUD

User Member Showcase

SIMPSON TECHNOLOGIES

contents Q1 2016

www.axug.com

Tweet It! What is your favorite volunteer activity in the AXUG® community?

Share your thoughts on Twitter #AXUG.

Q1 2016

WWW.AXUG.COM

Fast Forward NEW TRENDS IN TECHNOLOGY

The New ABCs AZURE BI CLOUD

In Every Issue 5 7 8 9 10 17 20 21 28 29 41 45 46

User Member Showcase

Events Meet Your Peers Welcome to Our New Members Chapter News Member Connection Academy Corner Word Find As Seen on the Web On Topic Name That Photo Contest Find the Logo Contest Volunteer of the Quarter GG Rowe and Grant Wilson

SIMPSON TECHNOLOGIES

Advertiser Index

From the Director

47

The AX List, from The Partner Channel

Features

Altec . . . . . . . . . . . . . . . . . . . . . . . . . . 15

12

User Member Showcase Simpson Technologies

Arbela Technologies. . . . . . . . . . . . . . . 2

14 19

New Era of…The Cloud

22

Microsoft Member Showcase Gil Garcia

24

Security in Microsoft Dynamics AX 2012...

Change is Good!

Experlogix, Inc. . . . . . . . . . . . . . . . . . 16

29

Tips & Tricks Organizational Excellence

Globe Software . . . . . . . . . . . . . . . . . 13

32

Industry Showcase Manufacturing

36 38

Recapping AXUG Summit 2015

Taking Reporting to the Next Level

Solver . . . . . . . . . . . . . . . . . . . . . . . . . . 4

40 42

Thomson Reuters . . . . . . . . . . . . . . . . 37

44

Chapter Sponsor Showcase

AxSource . . . . . . . . . . . . . . . . . . . . 7, 23 AXspecialists . . . . . . . . . . . . . . . . . . . 35 AXUG Summit. . . . . . . . . . . . . . . . 26, 34 Client Strategy Group. . . . . . . . . . 30-31 Dynaway . . . . . . . . . . . . . . . . . . . . . . . . 6

Jet Reports . . . . . . . . . . . . . . . . . . . . . 19 k-eCommerce . . . . . . . . . . . . . . . . . . . 18 MetaViewer from Metafile . . . . . . . . . 60 Scalable Data Systems . . . . . . . . . . . 27

Tips & Tricks Best Practices for End User BI Implementations

VAR Partner Member Showcase eBECS ISV Partner Member Showcase Fastpath

Q1 2016 | 3

Self-Service

Business Intelligence

Suite REPORTING

PLANNING

DASHBOARDS

DATA WAREHOUSE

Dynamics AX

CRM

Ž Ž Ž Ž Ž Ž Ž

OTHER DATA SOURCES

Out-of-the-box integration to Microsoft Dynamics™ AX Both Excel and Web-based Reporting, Budgeting and Dashboards Mobile application for anywhere access to your BI360 reports Integrated Budgeting, Forecasting and What-if analysis Financial Consolidations and Operational Reporting (for GL and Sub-ledgers) Configurable Data Warehouse (Combine data across multiple sources or companies) New Web Portal for sharing reports, discussions and decision-support

www.solverusa.com

|

info@solverusa.com

|

800.281.6351

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

letter

Goingfrom to the the Next Level... axug director Sherry Linares

Reflections, Wishes, and Dreams

Heather Williams

s I write this, it’s the final quarter of 2015; where, oh where, has the time gone?

While some of you are focusing on those New Year’s resolutions, others may be looking at this time as a huge black cloud looming overhead because this is the time to prepare year-end analysis. There is certainly nothing festive in those three words! As I reflect on all that 2015 offered both personally and professionally, I am inspired by those wishes and dreams for each and every one of our AXUG® Members.

My wish for you is to find a connection with someone within the AXUG community.

That person may be in the same job role, the same industry, or simply may share a personal commonality with you. Connecting with others can lead to so many priceless learnings and opportunities. Think about how easy you can accomplish this through all of the AXUG channels within reach; literally only a click away!

The next wish I have for you is to find a solution that makes your daily job easier. Perhaps this solution saves precious time in your day, week, or month. Not only do I wish that it saves you time, but I also wish that the time saved is spent on something you personally enjoy or love. The gift of time is one of the most precious gifts of all and is one that we can never get back; find the time, take advantage of it, and treasure the value it gives you.

Another wish I have for you is to embrace the learnings offered through webinars, Collaborate, fellow Members, Partners, Microsoft, face-to-face events, chapter meetings, and any other areas within AXUG where you can gain a nugget of knowledge. Learning from others is monumental and is the true essence of what it means to be an AXUG Member.

A dream I have is that you are inspired to become more involved with AXUG. This is YOUR Microsoft Dynamics AX User group and YOUR community. AXUG is only as great as its contributors. Everyone has something to give that will be valuable to another Member. You could be the person who offers a tip that saves a fellow Member hours of work and time. Those hours could make it possible for them to be present at their child’s school performance, be there for their spouse during a special event or moment, care for a friend, or give back to their community. Don’t ever discount what you have to offer because I promise it will be dearly appreciated by others within AXUG. My final wish is that you have a year full of success, joy, meaning, and love. I hope you find yourself in the midst of acts of kindness, have the inclination to repeat benevolence, love and are loved, and have a life soaked in success.

Here’s to a phenomenal 2016!

Cheers,

A

Heather Williams

Q1 2016 | 5

Plant Maintenance for Dynamics AX built-in, not bolted on!

CERTIFIED FOR

and human resource in Microsoft Dynamics® AX.

Immediate advantages 9 Support for ad-hoc, preventive and condition-based maintenance 9 Tools for warranty tracking and advanced fault analysis 9 Mobile client optimized for the maintenance worker 9

Vincent Hughes, Vice President,

”

Information Technology at ASO Worldwide says: Structured downtime registration combined with our Plant Maintenance program - all directly available within our Microsoft Dynamics® AX environment - have given us a solid foundation for improving the effectiveness of our production lines, which allows us to reduce our cost structure.

”

www.dynaway.com info@dynaway.com

Meet us at: CONVERGENCE 2016

AX 2012

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

events sessions meetings courses

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

AXUG European Congress 2016 AXUG Academy Pre-Conference Training

May 9-10, 2016 | Stuttgart, Germany October 10-11, 2016 | Tampa, FL

www.axugcongress.com www.axugsummit.com

AXUG Focus 2016 AXUG Summit 2016

June 7-8, 2016 | Chicago, IL October 11-14, 2016 | Tampa, FL

www.axugfocus.com www.axugsummit.com

Q1 2016 | 7

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

peers meet your axug peers

AXUG® was pleased to recognize a new roster of All Stars at AXUG Summit 2015 and reached out to them to get their first thoughts on what this status means to them as well as their greatest takeaway from this year’s event.

GG Rowe COMPANY Planar Systems, Inc. TITLE IT project manager EMAIL GG.rowe@planar. com

What does it mean to you to be named an All Star?

It’s quite an honor to receive this award given there are so many amazing people that volunteer and share their knowledge. It is great to be a part of the AXUG community where you can share and learn from each other in person and virtually. I am glad to have the opportunity to share what I have learned, and I appreciate the two-way interchange of ideas.

What was your greatest takeaway from Summit 2015?

To reach past my comfort zone: Don’t be afraid to ask someone to volunteer, suggest ideas or changes, or just introduce myself to another person!

Grant Wilson COMPANY Microsemi Corp TITLE ERP solutions architect EMAIL Grant.wilson@ microsemi.com

8 | AXUG Magazine

What does it mean to you to be named an All Star?

It is wonderful recognition for the work I do. I believe you get out of AXUG what you put into it, so to be recognized for volunteering means a lot to me.

What was your greatest takeaway from Summit 2015?

For me Summit is a great place to meet other Microsoft Dynamics AX Users and talk to them one on one about their experience; it is all about networking.

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

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 A&K Railroad Materials, Inc.

Canterbury Coffee Corporation

Lincom Lowe’s Companies, Inc.

Rogue Fitness

Affordable Auto Glass

Cornwell Quality Tools

LRIco Services

ShoreTel

Airbus-dscomm

Cosmax USA

Alder BioPharmaceuticals

DePaul University

Lush Fresh Handmade Cosmetics

Smith Pump Company, Inc.

Easons

Magpul

Spectrum Industries

Allchem Industries

ECI Healthcare Partners Corp

Mississippi Welders Supply

Stone Brewing Co.

Enza Zaden North America, Inc

Moneris Solutions Corporation

ESM Group Inc.

Morpho Detection

Telgian

Etisalat

The Wills Group

Anchor Industries Argus Machine Co. Ltd. Associated Industries for the Blind dba BeyondVision

Group, LLC

Strike Energy Services Inc. TB Alliance

Extra Space Storage

National Pharmacy Service

Aviva Investors Americas LLC

Fidelitone

Nefab AB

Granny’s Poultry

NXC Imaging

Tulsa Airport Improvement Trust

Bay Industries Inc.

Heritage Plastics Inc

Ultradent Products, Inc

Bay State Milling

Infigen Energy

Ocean Beauty Seafoods LLC

Wakefield Canada Inc

PlayCore

Xenon Arc

AVI-SPL

Bill And Hillary Clinton National Airport

Iredale Mineral Cosmetics

Pivot Interiors, Inc.

Bio-techne

J.D. Byrider

Proplate Oxelösund AB

CafePress, Inc.

Kai USA Ltd

Quad Plus

Camco

Landau Uniforms

RJ Corman Railroad

Town of West Hartford

Vincennes University

New AXUG Partner Members Computer Futures

Dynamic Consulting

Kubisys

PROPHIX Software Inc.

Crowe Horwath LLP

ITK Solutions Group

RoseASP

DS ERP INC

JE Williams

Negotium Technologies Inc.

SaaSplaza Inc.

Q1 2016 | 9

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

news c h a p t e r

ne w s

Chapter Leader to Watch

KELLY KANE information systems specialist Algood Food Company Kkane@algoodfood.com Kentucky leadership team (left to right): Kelly Kane, Connie Thompson, and Lenora Gusler

Kelly Kane, information systems specialist for Algood Food Company and Kentucky chapter leader, is coming off a high as she plans for chapter meetings in 2016.

“AXUG Kentucky’s most successful meeting was our December 2015 meeting on master planning. It was well attended, the energy in the room was just contagious, and it felt like everyone would have stayed another hour to network and talk more about master planning,” shares Kelly.

Kelly is quick to call out Connie Thompson and Lenora Gusler for their chapter leadership efforts – “I definitely would not be the leader I am without their continual support of me and the growth of the

Chapter

HIGHLIGHTS 10 | AXUG Magazine

chapter!” – and is quite fond of her chapter in general.

“The AXUG Kentucky chapter is such a wonderful chapter to lead because so many companies are willing to host and “show off ” their companies with tours!” says Kelly.

Over the last year, the chapter saw the manufacturing processes of peanut butter, smokeless tobacco, and dental supplies, and most recently was able to tour the facility of the RJ Corman Railroad Group.

“I love that our group is so hospitable and willing to share their facilities with everyone in the chapter,” says Kelly. “Everyone’s willingness to participate has made being a chapter leader completely worth the time and effort.”

» The chapter was formed in December 2014 with 35 attendees. Attendance hung in the mid-20s until their November meeting when 70 people showed up! » 2016 will feature topics such as audits, Management Reporter, coding best practices, upgrade preparations, and using financial dimensions.

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

news c h a p t e r

ne w s

Up-and-Coming Leader

TOM FARMER Missouri chapter leader senior system architect for TricorBraun Tfarmer@tricorbraun.com

One of the things that makes Tom an up-and-coming leader is his initiative to see how other Members are using Microsoft Dynamics AX. “We’re going to start meeting at Customer sites for more of our meetings as it gives everyone an opportunity to see how others are using Microsoft Dynamics AX,” says Tom. “We’re also working to make sure our meetings have both functional and technical content so that more attendees get value from the meetings.”

When asked what he enjoys most about his leader status, Tom went straight to the purpose of AXUG. “I enjoy it when we have an open discussion among Users, and someone gets a suggestion on how to resolve a problem,” says Tom. “Most attendees have a specific problem they are trying to solve, and it’s great when they can bring up their issue and get several suggestions to take back to their office and try.”

AXUG

» 30 active Members » Most popular meeting: Junction Solutions’ presentation on using standard Microsoft tools for business intelligence reporting. » Bonus: This presentation was delivered remotely, proving that you can keep an audience engaged when the content and presenter are strong!

“We’re also working to make sure our meetings have both functional and technical content so that more attendees get value from the meetings.”

Leader

HIGHLIGHTS Q1 2016 | 11

G

U

AX

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

user member showcase

Two Offices, One ERP

COMPANY Simpson Technologies

INTERVIEWEE Julie McMillin, chief information officer

WEBSITE www.simpsongroup.com

HEADQUARTERS Aurora, Illinois

EMAIL jmcmillin@simpsongroup.com

ESTABLISHED 1912

NUMBER OF EMPLOYEES 45

NUMBER OF USERS 40

MICROSOFT DYNAMICS AX USER SINCE Swiss Office since 2008 and U.S. Office since 2014

MICROSOFT DYNAMICS AX VERSION Microsoft Dynamics AX 2012 R2

12 | AXUG Magazine ith over 100 years under their belt, Simpson Technologies is a fifth-generation familyowned business specializing in the design and production of advanced process technologies and services for the global metal casting and chemical process industries.

Simpson implemented Microsoft Dynamics AX 4.0 in 2008 at their Swiss office with the goal of having the U.S. office up and running on the same ERP solution soon after. Julie McMillin, chief information officer, shares, “The need for a new ERP was more pressing in the Swiss office as they had recently completed a major acquisition. We ended up waiting to implement in the U.S. until 2014, but I’m proud to say we are now ONE Simpson Technologies both running Microsoft Dynamics AX 2012 R2.”

Being the first time in their 100-year history that both offices are on the same platform at the same time, Simpson is realizing some major benefits and possibilities for their business, such as consolidated financials and easy insight into the operations of both offices. “It allows us to be very flexible as well as keep our headcount down. For example, our salesperson here in the U.S. can create quotes and sales orders for our Swiss business in the morning, and then switch over to doing the same thing for our U.S. business in the afternoon. That wouldn’t be possible if we didn’t have our two offices on the same ERP,” Julie says.

W

Global Network of Partners

Simpson worked with a global network of Partners to help with their most recent implementation to Microsoft Dynamics AX 2012 R2, and it made a world of difference. “We found we needed a Swiss Partner to be the expert on tax regulations, language translations, and currency conversions,” Julie explains. “It was much more efficient for us to get the localizations done by our Swiss Partner while our U.S. Partner maintained overall control of the project.”

Now that Simpson is thriving on one platform, other technology advancements are coming to light. They are implementing Microsoft Dynamics CRM Online to ensure their sales force has access to the system wherever they can get an Internet connection. “Having access to the system from anywhere in the world will make it so much easier for our team to update opportunities, forecast sales, or spot trends in certain areas. We plan to connect some of that data to our Microsoft Dynamics AX system as well, for even more efficiency,” Julie shares.

Evergreen Process

Simpson has never felt like they should have chosen another ERP. “Continuing to build out and enhance our Microsoft Dynamics AX system is an evergreen process,” Julie shares, “and we’ll continue to tweak it for our particular needs for years to come, but that possibility alone makes it the perfect solution for us.”

In addition to the great solution and network of Partners, Julie and her team at Simpson are impressed with the AXUG® community. From the local chapter meetings to the online forums, Simpson finds great value in reaching out to other Users to find answers. “It’s amazing to me how generous Users in the Microsoft Dynamics AX community are with sharing their ideas and experiences, and AXUG provides a great platform for that collaboration,” Julie concludes. AXUG

Atlas 6.1

A Whole New Experience

All-in-One Report & Upload Software Atlas is easy-to-use and offers you effective selfservice capabilities. Atlas is an all-in-one report and upload software that gives you the ability to mash up business information from Microsoft Dynamics AX, Microsoft Dynamics CRM, SQL databases and

OLAP Cubes in a variety of consumption platforms, liNe Microsoft OfÀce, a visuali]ation canvas app and mobile devices. Atlas provides secure, convenient and familiar access to your business systems unlocking their information potential.

O ce ntegration

Dashboards

Atlasize your OfÀce documents making them a dynamic & natural extension of your enteprise systems.

isualize Blending multimedia with enterprise system data to deliver dashboards & canvases.

Atlas forr Mi Micr Microsoft cros osof oftt Dynamics AX & CRM Dy

POWERED BY

Unlock ock k your Mi Microsoft ft Dynamics Dyn amics AX & CRM database, data abase, opening it up your to yo our productivity apps.

Multiple Data sources Mash-up Microsoft Dynamics AX, Microsoft Dynamics CRM, SQL Databases & OLAP Cubes.

globesoftware.com | #Atlas6 l Download a presentation of Atlas 6.1 at globesoftware.com/Learning/Atlas-Demonstration Asia a Paci c +61 8 9443 5322 | A e icas +1 (701) 235 4084 | EMEA +44 20 7544 8479

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

feature

OF THE CLOUD story by Linda Rose, RoseASP, AXUG® Partner Member

T

he cloud has been around for a long time, but now that the newest release of Microsoft Dynamics AX (dubbed ‘AX 7’ during development) is on the brink of release, the cloud is taking on new meaning for Microsoft Dynamics AX Users. Linda Rose with RoseASP shares with us seven of the top cloud tech trends in our industry and how Users can make the best of this new era of the cloud. » Microsoft Dynamics AX on Azure: Now that Microsoft is investing heavily to put Microsoft Dynamics AX in the cloud, people are in a small holding pattern to see what’s next. It’s a high-interest topic, no doubt, but it still comes down to how Microsoft will price it and how the roll-out will be scheduled. For six months, Microsoft Dynamics AX will be available in the cloud only, so Linda recommends taking the opportunity to see if the cloud version suits your needs. It’s a great opportunity to do development tests and get comfortable with the web-enabled client. » Add-On Options: Microsoft Dynamics AX has a lot of ISV solutions that enhance the product, so Linda makes note of the importance to know what is available on Azure and if the product is available on a subscription basis. With Microsoft Dynamics AX being a completely web-based application, many ISVs will need to rewrite parts of their application to comply with this environment as well as running on Azure SQL Server. Azure SQL is different than regular SQL Server, so more goes into making sure add-on solutions fit your model. » Hardware Costs: A good number of Users are looking to make major upgrades to their Microsoft Dynamics AX solutions, and those upgrades may require a hefty hardware investment. Or, they could look into cloud as an option. When upgrading, Users need to think about cost-effectiveness and pose the question of whether the cost of hardware, maintenance, and having someone on staff to maintain it is worth it versus going the cloud route.

14 | AXUG Magazine

» Desirable Features: One of the biggest drivers for Users to consider the cloud is the newer features within the product. Even if you’re in a department that’s been more conservative, new versions can be consumed more quickly by Users, and training is now much more streamlined with enhanced usability. » Security and Risk: Not many Users realize that you may be more secure in the cloud than if servers are on-site.

Servers are managed in a controlled environment making physical access as well as logical access more secure.

For companies that are required to be SOX, FDA, or HIPAA compliant, these are huge concerns and need to be addressed and reviewed continuously. In addition, online backups and restore functionality are more credible, and Users can access their data from anywhere. Users expect and appreciate virtual access to keep up on productivity, and the cloud has proven that security and risk are no longer a major challenge. » Rising Comfort Levels: Users are finally becoming more comfortable with Microsoft Dynamics AX in the cloud, understanding that they can link to other applications (custom, onpremise, or hosted) that are critical to their operations. Putting ERP in the cloud has taken a little longer for companies because of its missioncritical nature as well as the security risk should the data be compromised.

Service providers have proven their worth with years of good track records, and their levels of compliance through SSAE (Statement on Standards for Attestation Engagements) certifications will help ease company data concerns. Uptime guarantees backed by financial credits as well as the track record and longevity of the cloud provider help ease concerns around moving to the cloud. » Staying Connected: Connectivity has also become more ubiquitous around the world. Many Microsoft Dynamics AX Users have facilities in emerging countries, and the past issue of unreliable Internet is fading away.

All in all, the investment Microsoft is making to put applications online is proof that the cloud is here, and here to stay. It’s where technology is – and it’s where it’s headed even more in the coming years.

AXUG Linda Rose, owner of RoseASP (www.roseasp.com) loves to talk tech trends. Keep the conversation going with her and other Microsoft Dynamics AX Users on AXUG Collaborate.

Q1 2016 | 15

The CPQ Experts

Feel like you’re moving a mountain to generate a quote?

CPQ for Microsoft Dynamics® Delivers fast quote & order accuracy 6LPSOLÀHV VDOHV RI FRPSOH[ SURGXFWV Creates full production orders

Experlogix CPQ Co g re Pri e Q o e or i ro o i i e experlogix o

Murray Fife, technical solution professional at Microsoft and author of more than 25 books on Microsoft Dynamics AX

MEMBER CONNECTION

AXUG® Member Since: 2012

SPEAKER EXTRAORDINAIRE

I first became more involved with AXUG because of the great speaking opportunities. It’s a passion of mine, and I love educating people about Microsoft Dynamics AX. I have presented a number of sessions at AXUG Summit and Focus, and I have done around 15 webinars this past year for AXUG. I’ve also given training sessions for the AXUG Academy and regularly speak at chapter meetings in Kentucky and Atlanta. I’m thankful for a way to give back to the community; it’s fun for me!

BACK TO THE BASICS

I like a lot of participation when I present, and feedback from my attendees is something I look forward to. It became clear to me at Summit this year that some Users don’t know the very basics of how Microsoft Dynamics AX works. I think when Users go through implementation, they dive deep into the functionality and business processes, but the foundational tips and tricks about how to use Microsoft Dynamics AX get lost.

AXUG is a perfect place for Users to gather that information because it’s the little things that make Users’ lives so much easier. There is this chasm of knowledge around Microsoft Dynamics AX that people are missing on a basic level yet are very hungry for as well.

THE CYCLE OF KNOWLEDGE SHARING

AXUG is strengthening the bond among Users, Partners, and Microsoft because of all the opportunities to share knowledge along the way. If Partners can speak for webinars, it gives their company a higher profile, and they hear direct feedback from Users. When Users get more involved, they learn more about the product from their peers, and that is worth its weight in gold. Microsoft benefits from any community that supports the Users and the product. No matter where you fall, it’s a continuous cycle of benefits.

Q1 2016 | 17

&

CUSTOMER SERVICE

SALES REP PORTAL with ERP INTEGRATION

Web-based E2B order entry portal

Functions online or oÿine

Historical order / account info

Real-time pricing and availability

Permissionbased logins

Create quotes, orders and returns Ĝn oþÏe or on tĘe road AX

For

www.k-ecommerce.com/ax-order-entry

sales@k-ecommerce.com 1-855-k-ecommerce (1-855-532-6663)

t&t

TIPS & TRICKS

Best Practices for End User BI Implementations

by Noah Kluge, Armanino, LLP, AXUG® Partner Member

usiness intelligence (BI) implementations come in all shapes and sizes. An implementation can be as simple as a new Microsoft Excel report for the sales manager or as complex as an enterprisewide rollout of a new visualization/analytics product. In spite of the chasm between these two extremes, there are commonalities that should be considered in all cases.

Before you even start the project, you need to consider a few things.

First, what’s the point of the project? Are you wanting to automate or improve existing processes? Do you need to deliver a more flexible environment for analysis? Do you need to get available information into the hands of more Users (internal and external)? Depending on the answers to these questions, you need to consider different types of products.

Second, what is the information needed, and what format do key User group Members (not just management) need to successfully use it?

Not all User groups are created equal, so they may have different needs!

Now that you have the needed information and the different ways Users will access it (let’s skip right past vendor selection!), you need to figure out how to package what you have learned into bite-sized chunks for delivery. I have avoided the use of clichés and business jargon, but for this one, “BI is a journey and not a destination!”

This is critical because if you deliver a single project a year plus later, you will have missed the mark, and the business will have moved on. In all likelihood they hacked something together because they were tired of waiting on you.

Instead, everyone is much better off finding a few low-effort/high-value (think of a matrix with requirements plotted) needs to meet by quickly using the framework or technology chosen.

During development, it’s important to connect with the end Users as early as possible in the process to confirm you are on the right path. It’s nearly impossible to give good requirements when you have nothing to look at.

User involvement also helps them become more invested in a positive outcome.

Now that you are ready to deploy, you need to provide training to arm the Users with the information needed for success. You should also provide leavebehind reference materials. These can be as simple as a few bullet points or focused (and brief) job aids.

Useful reference material doesn’t need to be and shouldn’t be hundreds of pages long.

AXUG

B

Noah Kluge is a senior manager of the BI practice for Armanino LLP and can be reached at Noah. kluge@amllp.com.

Any data you need.

Anywhere. Anytime.

Complete Business Analytics Built for Dynamics AX.

5X Faster BI Find out how at jetreports.com

For more information on how the Jet Reports solutions can improve your business visibility, visit us online or contact our sales staff here:

www.jetreports.com | sales.us@jetreports.com | +1 503 608 3602

Q1 2016 | 19

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

learn academy corner

AXUG Academy Launches New Professional Certificate Programs

A

XUG® Academy has launched six professional certificate programs for Microsoft Dynamics AX students: Certificate for Microsoft Dynamics AX Administration, Certificate for Microsoft Dynamics AX Business Intelligence, Certificate for Microsoft Dynamics AX Financials, Certificate for Microsoft Dynamics AX Manufacturing, Certificate for Microsoft Dynamics AX Projects, and Certificate for Microsoft Dynamics AX Trade & Logistics.

Students who fulfill program requirements earn a certificate of completion and contribution which follows them throughout their career.

“Professional certificates follow the students over the course of their careers and indicate to employers that these individuals are engaged, committed, and knowledgeable,” said Rich Beliveau, director of AXUG Academy. “Our new Professional Certificate programs illustrate our commitment to helping students increase their Microsoft Dynamics AX skills and advance their careers.”

Each certificate program consists of one or two core classes, two or three elective classes, and one community support activity.

Professional certificate programs offer an opportunity for in-depth knowledge of Microsoft Dynamics AX and supporting tools and are a comprehensive training plan that goes beyond just learning the software. Students learn actionable best practices from industry experts, and earning the certificate of completion imparts a recognized affirmation of their competence and expertise. All courses within the certificate programs are eligible for CPE credits.

AXUG

Visit www.axug.com/certificates to learn more about AXUG Academy Professional Certificate Programs or to enroll.

20 | AXUG Magazine

Congratulations to Abby Drummond of Schaefer Systems International, Inc. for winning

Academy

the Q2/Q3 2015 Word Find. Your prize is in the mail! Below are 25 words that relate to the

AXUG

®

topics and theme in this issue of AXUG Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win a gift certificate; simply scan and email your entry to Wordfind@axug.com.

Azure Business Intelligence Cloud

F R O B A L L O C G N I R U T C A F U N A M I A A

A S T L G R A N T W I L S O N M A N U A G A R C C

S J U N C T I O X A S C I M A N Y D Z T A M P A A

T T I P S A N D T R I C K S T S R U R O W E G G D

P B E I N T E L L I G E N C E B R D Y N A M I C E

A U C M E A P M A T N I U O Y E E S T E C H N O M

Y S N C O L S E I G O L O N H C E T N O S P M I S

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

I N G C L O T F O S O R C I M I L E N S R S T N L

R E I A N D T R I C K I S L M E T A F M C L N E N

U S L T I P S A N D M M N G G R O W E E T E E R S

C O L L A B O R A T E P O A S T W M O T S M B T N

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

S T T N O S L I W E A E T C M A L C M S S N I E I

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

E C I T A P R T D H I E L A S G I S E L M D P D A

F H S N S E R E N T L N O N O T N E E U E T S N T

I N S I S T S G E R E T S E N R S C Y T D N O E N

F O E U N L U B U S I N E S S I N T O I A O N R E

Y L N A L X F I F Y A R R U M D E U U O C I T T M

A O I C A G R A N T G I L G G R U R I N A T E H E

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

R J U N C T I O N S O L U T I O N S L R C N H E P

U E B A C A F A S T P A T H W I L S O C E U N T M

M I C R O S O F T D Y N A M I C S A X L T J O N I

Collaborate eBecs Fastpath GG Rowe Gil Garcia Grant Wilson Implementations Junction Solutions Manufacturing Metafile Microsoft Microsoft Dynamics AX Murray Fife Security See You in Tampa Simpson Technologies Summit Tech Trends Tips and Tricks Users

Q1 2016 | 21

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

microsoft member showcase

Gil Garcia, director of U.S. manufacturing industry

G

il Garcia is the director of the United States manufacturing industry for the Microsoft Dynamics AX team.

AXUG® sat down with Gil to talk about his background, his initiative around building up a reservoir of reference stories, and a vote of confidence for Microsoft Dynamics AX Users.

Meet the IMDM team. You can view the full list of this team’s supported verticals at www.axug.com.

Consumer Packaged Goods Gil Garcia Gilbertg@microsoft.com Distribution Matt Petersen Mattp@microsoft.com Financial Services Tom Feher Tomfeher@microsoft.com Healthcare Tracy Picon Trpicon@microsoft.com Manufacturing Gil Garcia Gilbertg@microsoft.com Public Sector Herb Quinde Herbertq@microsoft.com Retail Matt Petersen Mattp@microsoft.com Service Industries Ted Kempf Edwardk@microsoft.com

22 | AXUG Magazine

AXUG: How did you build your manufacturing expertise?

Gil Garcia (GG): I was part of the Industry Builder program with Fullscope, where we were developing manufacturing IP for Microsoft Dynamics AX. I spent about three years traveling around the world with presales consultants, educating people on processes and working on opportunities in process manufacturing.

There was so much success that Microsoft purchased the IP from Fullscope to support process manufacturing, and that led me to a role on the industry team where I’ve been for three years. Our industry team is a group of six individuals (titled industry market development managers, or IMDMs – see the sidebar to learn more about these individuals and the industries they represent) who are experts in our fields, but I use that term loosely as we’re always learning.

AXUG: What’s a day in the life look like for a manufacturing expert?

GG: We wear many hats, but first and foremost we support the field; they come to us when they don’t know how to answer specific questions.

We also support Partners and vet ISV solutions.

We also run the Industry Partner Program (IPP) where we’ve been trying to align Customers with the right Partners to serve their vertical needs. For example, if a company is an automotive supplier, we know who the best Partner is for them.

AXUG: Is that engagement all focused on new purchases of Microsoft Dynamics AX? GG: It’s probably 80 percent new and 20 percent existing Customers. A good share of those new Customers is organizations that are migrating to Microsoft Dynamics AX from Microsoft

Dynamics GP and Microsoft Dynamics NAV that want to know about the product.

We come in and provide credibility, sharing what we’ve seen in our careers and how to solve problems.

AXUG: We were glad to have you as a presenter at AXUG Summit. Aside from delivering your presentation, what was one of your goals for the event?

GG: We were looking for Customer references. I delivered a conduit session for the manufacturing industry, focusing on where we’re committed in regard to verticals and industries.

As an outcome, I was looking for companies that are willing to share their logo so that when the sales team goes out, they can show prospective Customers 10 to 12 logos of companies similar to them.

At the highest level, we’d like to build referenceable Customers and have them get involved in prospective Customer site visits and more.

AXUG: Walk me through the experience: Why should a User become a Microsoft reference Customer?

GG: Some prospective Customers just want to talk on the phone, and they’re going to ask the reference Customer about their experience with Microsoft, how the product fits their needs, what it’s like to work with a Partner, and would they make the same decision again.

Other prospective Customers want to take the day and go on a site visit to a User organization. To serve that purpose properly, we need to bring in a variety of Customers in various roles to talk about best practices, benefits, etc. across their organization. The easiest way to participate in the program, though, is simply to allow Microsoft to use your company logo, as it helps us add more customers to the base.

Those visits bring a huge comfort level that “somebody like me” is using this product to run their business. It’s a good thing for everyone to have lots of references. A rising tide lifts all boats.

AXUG: What’s the call to action if somebody is interested in becoming a reference?

GG: They should contact their respective industry IMDM, or me at Gilbertg@ microsoft.com if they are in manufacturing or consumer packaged goods (CPG). We’ll then work together with a Partner industry marketing manager to find out how deep the Customer would like to serve as a reference.

One reference activity that is mutually beneficial is a case study. The Customer gets to talk about how they improved their customer service with Microsoft Dynamics, and then when the case study is done, the Customer can show their own customers, helping them to see how easy it is to do business with their organization.

AXUG: Can the same be said for other industries?

GG: Yes. While other industry solutions are less mature than manufacturing, the good news is that Microsoft is investing heavily to make industry solutions thrive. We have world-class people, our IMDMs, in those roles, people who know what it takes to become a major player in this space, and they – and our Customers – are pushing Microsoft in the right direction.

AXUG

AXUG: I can see that as a benefit. When you’re talking to Users, what kind of feature requests do you receive?

GG: All sorts, many that are specialized for particular verticals. Part of my team’s role is to define the white space around Microsoft Dynamics AX. We receive different requests based on Customers’ verticals, and like anything else, what we don’t have today we fill in with ISV and Partner IP solutions.

Microsoft has traditionally been a horizontal organization, but we’ve started to ask Partners to build up their industry and vertical knowledge over the last several years. We also have solution sales professionals (SSPs) that have “majored” in an industry, which makes them more intelligent in how they engage with Customers and makes it easier for Microsoft to build repeatable solutions for industry success.

AXUG: And, similar to having a number of reference Customers, that’s good for everybody.

GG: It certainly is. On another note, from a manufacturing perspective, I want to offer that Microsoft Dynamics AX Users are in a good place with this product.

Microsoft has one of the only pure process manufacturing solutions in the world today and will continue to invest a lot of money in the manufacturing industry.

Q1 2016 | 23

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

feature

SECURITY

d o o g s i change

IN MICROSOFT DYNAMICS AX 2012:

A completely new security model offers not only next-level security, but also a chance to revisit your security posture 24 | AXUG Magazine

story by Mike Cassady, Fastpath, AXUG® Partner Member

A

t Fastpath, we see Users running Microsoft Dynamics AX 4.0 through Microsoft Dynamics AX 2012 R3 (and even a few on Microsoft Dynamics AX 3.0), who plan to leapfrog to Microsoft Dynamics AX 2012 or wait for the new release of Microsoft Dynamics AX. We tell them, “brace yourselves”: The Microsoft Dynamics AX 2012 security model is entirely new, as will be that of the new release of Microsoft Dynamics AX. Everything you’ve used in the past has been replaced with entirely new concepts. The illustration at the end of this article plots the Microsoft Dynamics AX 2012 security model, which is a strict hierarchy.

New to Microsoft Dynamics AX 2012: Template roles, duties, and privileges are OUT OF THE BOX Observe that at the top are roles assigned to Users. Below those are duties (e.g. business or job processes to perform certain functionalities), which are comprised privileges, and ultimately, securable objects like User interface (UI), tables, fields, and SSRS reports. All of these are out of the box in Microsoft Dynamics AX 2012, including: » 100+ roles » 1,200+ duties » 8,000+ privileges, and » 25,000+ objects On the left side are process cycles, groupings of those 1,200+ duties, which make them more manageable when you go out to modify those duties.

So, roles have duties assigned to them, plus privileges assigned to those duties or directly to roles. A key point to remember is that you can assign privileges directly to roles. Privileges have entry points (e.g., menu items, web menu items, and service operations), which themselves grant additional access (e.g., a menu item ties to a form with tables or other usable objects).

The Power of Pessimism Microsoft Dynamics AX 2012 has a pessimistic security model. In Microsoft Dynamics AX 2009, if you created a menu item without a security key, everyone had access to it. In Microsoft Dynamics AX 2012, no one but the system administrator has access if you don’t specifically grant access through the role hierarchy.

So if a Partner or consultant is building customizations for you, be sure they provide at least base-level security artifacts (privileges), maybe even duties and roles.

Roles Specific to Legal Organizations Another big change in Microsoft Dynamics AX 2012 is the ability to assign Users to roles for specific organizations; for example, legal entities or other organizations within your organizational hierarchy.

Microsoft Dynamics AX 2009 used domains to restrict User access to companies which often resulted in a proliferation of security groups that increased the difficulty of managing security.

Now roles are system-wide in Microsoft Dynamics AX 2012, but you can restrict the organizations to which that User has access.

Record Level Security Microsoft Dynamics AX 2012 offers extensible data security (XDS) policies, which allow you to restrict data access to individuals.

For example, you have multiple sales branches and want each branch manager to access sales orders for his/her own branch but not from other branches. Two managers can have the same menu items but access to different records based on the XDS policies defined.

Active Directory Groups for User Provisioning Also new to Microsoft Dynamics 2012 is the ability to use Active Directory Groups for User provisioning. In Microsoft Dynamics AX 2009, you had standard active directory Users who could log in with Windows authentication. In Microsoft Dynamics AX 2012, while you can still use active directory Users, you can also create an AD group, assign roles to that group, and members of that group inherit roles assigned to the group and are able to access functionality in the role assignment.

plan on a reimplementation of security to the role/duty/privilege model of Microsoft Dynamics AX 2012 But it’s a useful exercise. You’ll find some Users are over-provisioned.

And while Microsoft Dynamics AX 2012 has out-of-the-box artifacts, you must sit down with the business process owners to understand which artifacts Users need access to in a system, then map that access to build out a hierarchy for your organization’s security needs and requirements.

There is a mapping tool available from Microsoft to help you evaluate duty/privilege against 2009 security groups; it’s called Security Upgrade Adviser Tool (https://technet.microsoft. com/en-us/library/hh394895.aspx). Most companies start from scratch. But they’ll do that whether they’re upgrading to Microsoft Dynamics AX 2012 or waiting for the new release of Microsoft Dynamics AX. If you decide to stick it out, you can apply the “pessimistic approach” using Microsoft Dynamics AX 2009 tools. But in Microsoft Dynamics AX 2012, privilege/duty/role is assigned before anyone has access. As such, for any object you create, it’s not access by default, but no access by default. You’d spend an awful lot of time customizing Microsoft Dynamics 2009 to live up to that standard.

In short, if you plan to upgrade Microsoft Dynamics AX, you will re-implement your security. But that is something you should view with anticipation rather than dread.

AXUG

Roles

Process Cycles

Duties

Privileges e

Securable Objects

User Interface Elements

Table and Fields s SSRS Reports

Service Operations

Q1 2016 | 25

RENO TAHOE 2015

Thank You Sponsors We truly appreciate your support of AXUG Summit 2015 in Reno-Tahoe. This year’s event was INcredible because you went All IN to support the Microsoft Dynamics® AX Community.

Premier Sponsors PLATINUM SPONSORS Altec Blue Horseshoe Bottomline Technologies Client Strategy Group (CSG) Edgewater Fullscope GLOBE SOFTWARE (ATLAS) Halo RF-SMART SK Global Software, LLC Sunrise Technologies TARGIT WatServ

GOLD SPONSORS Arbela Technologies Avalara AXSource Clients First Business Solutions, LLC Crowe Horwath LLP deFacto Global, Inc. Deluxe Corporation Dynaway eBECS Elevate HR, Inc. Higher Logic Hitachi Solutions InterDyn BMI Junction Solutions Lexmark Merit Solutions

Microsoft MSX Group OneNeck IT Solutions Red Maple Sikich LLP Thomson Reuters Wolters Kluwer ZAP Business Intelligence

EXHIBITORS AMC Banking Armanino Bluestar PLM for Dynamics AX Cincom Clarity Ventures Computer Futures Consulting DiCentral Dynamics Software e-Con Solutions USA Ellipse Solutions Esker ExpandIT, Inc. Experlogix FourVision HR Plus GoIWx, Inc. goTransverse HighJump Hillstar Business Intelligence I.B.I.S., Inc. ITK Solutions Group, LLC Jet Reports

k-eCommerce Kubisys McGladrey LLP 0HWD9LHZHU IURP 0HWDÀ OH Negotium Technologies Inc. 3HUÀ RQ ProcessWeaver, Inc. ProShip, Inc. QBuild Software Retail Realm SaaSplaza Inc. Sana Commerce SBS Group Scalable Data Systems ScanWorkX Scribe Software SPS Commerce Stoneridge Software Tribridge Vertex SMB Western Computer

OTHER SPONSORS Arbela - Water Bottle AX Consultants - Notepad & Pen Fastpath - Hotel Key Card Globe Software (Atlas) - Hub MSDynamicsWorld.com - Media Thomson Reuters - Lanyard

Thank you for supporting our Sponsors! We’ll see you in Tampa for AXUG Summit 2016: October 11–14

Ready for release with

Manufacturing

DYNAMICS AX7*

Food & Beverage / Animal Feed Bio-Energy / Metals Bulk Chemicals

Trading Grain / Oilseeds / Softs Cotton / Minerals / Metals Bio-Energy Fuels

Partner enquiries welcome Global enquiries: +1 714 594 7690 info@scalableax.com

www.scalableax.com * As a member of Microsoft’s Early Adoption Program, Scalable Commodity for AX7 will release at the same time as the official release of Dynamics AX7.

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

connect a s

s e e n

o n

t h e

w e b

Adding a Recording to Favorites The AXUG® Recording Library has hundreds of recordings, yet who has time to watch them all right now? A great site feature is the ability to “favorite” recordings for quick access at a later time.

To add, access, and remove a recording from your favorites:

1

Adding a Recording as a Favorite

» Navigate to the Recording Library by clicking on Access Webinars on Demand under the Learn & Engage tab. Recorded content is a benefit to AXUG Members. » Click on a folder to see recordings saved within the folder. When you find a recording you want to save, double-click on it. » Click on the blue Action button, and select Add to Favorite. You can do this for as many recordings as you want.

2

Accessing Library Favorites \

» Navigate to your Profile by clicking the drop-down next to your name in the upper-right section and then clicking on Profile.

» Click on the My Settings tab and select Library Favorites. » You’ll see a list of all recordings you have marked as a favorite.

You can keep recordings in the library for as long as you want.

3

Removing Recordings from Library Favorites

» From the Library Favorites, click on the title of the recording you want to remove.

» Click on the blue Action button. Select the Remove Favorite option.

For more info, watch the video tutorial at www.axug.com/saverecordings. You can view more tips on website features and functionality by clicking on the “Website Blogs” link from our Frequently Asked Questions page (www.axug.com/questions) or visit www.axug.com/websiteblogs.

28 | AXUG Magazine

t&t

TIPS & TRICKS

Organizational Excellence Tips

by Jeremy Kingry, eBECS, AXUG® Partner Member mplementing Microsoft Dynamics AX 2012 can be an overwhelming change to a company: All new processes and techniques to learn, plus the mechanics of an entirely new software system, can bring even the most technical organization to its knees. With that in mind, I like to think that there are some really great tips and tricks we consultants learn along the way that can certainly help a company ensure not only a successful implementation, but also lay the framework for long-term success after go-live.

When tasked with writing this article, I had a decision to make: Was I going to provide detailed tips or tricks for working with Microsoft Dynamics AX such as hot keys or optimization tips, or would I talk about what it really takes for long-term success with Microsoft Dynamics AX? I feel like Google is already cluttered with the detailed tricks, and a quick search would turn up more than I could ever cover in this article. With that in mind, I decided to take a different route and talk more about organizational structure and governance and how they are essential to long-term company success. This is by no means an exhaustive list but rather a good start on preparing your organization for life with Microsoft Dynamics AX: » NEVER, EVER do any modifications without properly documenting the change. » Separate the PM from the system expert(s). The people learning the system will not have the time to dedicate to project management.

I

»

Clearly define roles and responsibilities of your in-house implementation team ahead of time. » Clearly define who will sign off for UAT (User acceptance testing); you will never make everyone happy, and if you do not have a dedicated decision maker with the authority to push forward, you will never make it to go-live. » Talk to or visit references from your implementation Partner, preferably in your industry. » Very early in your project, define what reports/information will be needed from the system. This is much easier to build in during implementation and not after. » Finally, the last item people think about: data governance. During your implementation project, identify data stewards to make decisions on proper data cleansing and storage.

The list above should help get your organization ready not only for a software implementation/upgrade, but also organize your company in a more effective manner to ensure operational excellence. Stay tuned for future articles on detailed tips and tricks for Microsoft Dynamics AX power Users once the system is live.

AXUG Jeremy Kingry is the North American business intelligence practice lead for eBECS. Jeremy can be reached at Jkingry@ebecs.com.

topic on

1

...with AXUG Members What do you think will be the biggest tech trend of 2016? AXUG® reached out to a few of our User Members to gain their perspective.

1

Curtis Rigney | finance systems manager Mosaic Sales Solutions Curtis.rigney@mosaic.com

The implementation of hosted enterprise systems, coupled with fewer customizations. Companies have long been reluctant to move their data outside the organization, but the benefits are beginning to outweigh the perceived risk from outsourcing business applications.

2

Dan Naser | controller Crow Holdings Dnaser@crowholdings.com

2

3

3

Manuela Kljuno MDAX support analyst – procure to pay AMEC Foster Wheeler Manuela.kljuno@amecfw.com

3D printing for everyday consumers.

AXUG

A significant increase in the adoption of cloud-based services abroad.

Q1 2016 | 29

industry showcase

Strong in Purpose and Numbers T

his list of state-of-the-art manufacturers has been at it for decades, producing products like furniture, semiconductors, steel, forestry equipment, and so much more.

These AXUG® Members manufacture products with a purpose, and it shows.

MARSHALLTOWN COMPANY Marshalltown, Iowa A far cry from the machine shop the Williams brothers began more than 125 years ago, Marshalltown Company is now one of the largest tool manufacturers in the world, producing tools and equipment for the professional as well as the do-it-yourselfer for use in asphalt, brick, concrete, drywall, EIFS, flooring, paint, plaster, stucco, tile, and wallpaper.

32 | AXUG Magazine

MICROSEMI CORPORATION Aliso Viejo, California Microsemi Corporation (MSCC) offers a comprehensive portfolio of semiconductor and system solutions for communications, defense and security, aerospace, and industrial markets.

MSCC is headquartered in Aliso Viejo, California and has approximately 3,600 employees globally.

PLANAR SYSTEMS INC. Beaverton, Oregon Planar, founded in 1983, has led more than 60 innovations in the display industry for the world’s most demanding environments across many markets including medical, space, security, utility, transportation, retail, government, business, and home theater.

RELIANCE STEEL & ALUMINUM CO. Cypress, California Reliance Steel & Aluminum Co. started in 1939 as a small, local distributor of steel reinforcing bar in Los Angeles, California. Within 10 years of their inception, they had added magnesium and aluminum to their line of products.

STICKLEY FURNITURE Manlius, New York An incredible vision and fine sense of furniture design and manufacturing led this company from the 25 employees and the antiquated factory to their current success: Three stateof-the-art manufacturing facilities and more than 1,600 wonderful employees.

SUTPHEN CORPORATION Dublin, Ohio Sutphen is in its 125th year of operation, making it the oldest continuously owned and operated fire apparatus manufacturer in the country. A family atmosphere is apparent as the company has never reorganized or been owned and operated by anyone other than a Sutphen.

SWEDISH MATCH Owensboro, Kentucky Swedish Match develops, manufactures, and sells quality products with market-leading brands in the product areas of snus and moist snuff, other tobacco products (cigars and chewing tobacco), and lights (matches, lighters, and complementary products).

TEMPUR SEALY INC. Lexington, Kentucky Tempur Sealy International, Inc. is the world’s largest bedding provider. The company develops, manufactures, and markets mattresses, adjustable bases, pillows, and other sleep and relaxation products.

Combining a proud history and groundbreaking innovation, the company holds some of the most highly recognized brands in the industry: Tempur®, Tempur-Pedic®, Sealy®, Sealy Posturepedic®, Optimum™, and Stearns & Foster®.

THERMON MANUFACTURING San Marcos, Texas Thermon holds a unique position as the only international heat tracing company completely dedicated to its industry.

Since 1954, Thermon has concentrated its efforts exclusively on heat tracing, the external application of heat to pipes, tanks, and instrumentation.

TIGERCAT INTERNATIONAL INC. Brantford, Canada Tigercat specializes in the design and manufacturing of premium quality forestry equipment and specialized off-road industrial equipment. Tigercat forestry systems are designed to provide the lowest cost per ton harvesting solutions.

There’s more!

To access a full list of manufacturing companies in AXUG, visit the Membership Directory at www.axug.com/ engage/member-directory/members/ advanced-search Q1 2016 | 33

6DYH WKH 'DWH October 11–14, 2016 | Tampa, Florida $;8* 6XPPLW (DUO\ %LUG 5HJLVWUDWLRQ LV 2SHQ 1RZ 7KURXJK $SULO

200+ Educational sessions by role, industry, or area of interest Networking opportunities dedicated to connecting Attendees by state, role, and industry Extend the value of your Microsoft DynamicsÂŽ AX implementation by exploring hundreds of ISV solutions in the Summit Expo

/HDUQ PRUH DW ZZZ D[XJVXPPLW FRP ‡ $;8*6800,7

Financial Close Management for Microsoft Dynamics AX Financial Close Management ment is a module for finance departments using Microsoft Dynamics AX. It is designed to help you u manage tasks within accounting close processes.

Let us explain why that’s at’s great ...

Why Financial Close Management? +

Setup closing processes and related tasks in Microsoft Dynamics AX

+

See an overview of closing processes and tasks which needs to be completed across entities

+

Create and maintain for the entire process directly in Microsoft Dynamics AX

+

Execute tasks directly within Dynamics AX

+

Have the ability to create dependencies between tasks

Financial Close Management is designed for companies requesting a simple and powerful overview of closing processes across entities.

The module is beneficial to the CFO as well as the entire Finance team.

The CFO will benefit from the quick overview of the current status and the way to go finishing up the closing process.

With Financial Close Management, the Finance team will be able to optimize the process on each subtask working with the module as an integrated part of Microsoft Dynamics AX.

For more info and a demonstration Denmark +45 7025 2662 // United Kingdom +44 203 0021 220 or sales@AXutility.com

www.axutility.com

AXUG Summit 2015

All IN the numbers.

RENO-TAHOE OCTOBER 13–16, 2015

5 1 1,3

ics am * n Dy es oft ende s o t cr At Mi

HUMANS OF AXUG SUMMIT

AX

34 Planning Committee Members

115 Have Attended 5+ AXUG Summits

AXUG MEDICS

SPONSORS

Top 3 Industries Represented: Manufacturing, Professional Services, High Tech

*15% Increase in Attendance From 2014

ACADEMY

SESSIONS

198 Students 168 Hours of Training 2 Days of Classes

13,200 Minutes of Learning 220 Breakout Sessions 3 Days of Breakouts

Countless Dynamics® AX 289 Total Expo Sponsorships* issues and questions resolved.

84 AXUG Sponsors 15 Hours of Support 29 Partners Sponsoring AXUG 10 AXUG All-Stars & Summit 5+ Consecutive Years Microsoft MVPs

120 Breakout Session Speakers

TWITTER

GO ALL IN

Impressions 2.86M with #INreno15 251k with #AXUGSummit That’s quite the buzz

755 Collaborative Updates 235 Online Event Registrations 3 Ecstatic Grand Prize Winners

* Includes AXUG Summit, CRMUG Summit, GPUG Summit, and NAVUG Summit sponsors

SHOUTOUT TO THE AXUG COMMUNITY AXUG 2015 SUMMIT PLANNING COMMITTEE

AXUG 2015 ALL STAR AWARD RECIPIENTS

Trisha Alverson, Justin Carter, Brian Cates, David Coombs, Nigel Cox, Joris de Gruyter, Paul Davis, Shiela Devlin, Christian Fordham, Murray Fife, Michele Foster, Chris Gawronski, Brandon George, Scott Hamilton, Jeremy Kingry, Joel Leichty, Paul Martin, Craig O’Conner, Gina Pablan, Joel Pietrantozzi, Brian Pond, Rachel Profitt, Josh Richards, Don Riggs, Zvika Rimalt, GG Rowe, Pat Ryan, Jennifer Salinas, Howard Shen, Jon Stypula, Jason Thorpe, Robin Van Steenburgh, Frank Vukovits, Grant Wilson

GG Rowe, Planar Systems, Inc. Grant Wilson, Microsemi Corporation

CHAPTER CONNECTIONS AT SUMMIT

35 AXUG Chapter Leaders

8 Hours of Leadership Training

130 Leadership Training Participants

90 Leaders at Monday Night Bash

130 State/Province Meal Hall Tables

25 New AXUG Chapter Connections

5 5 1

ter ap h X C mits ÂŽ A cs Sum i m na ded Dy tten t f so s A cro er Mi Lead

AXUG 2015 CHAPTER LEADER OF THE YEAR Bobby Small, Ouray Sportswear, LLC | Denver, Colorado

AXUG 2015 CHAPTER OF THE YEAR Virginia | Led by David Abrams, Sarah Patthoff and James Stewart

INDIRECT TAX: MICROSOFT DYNAMICS ERP INTEGRATION The Thomson Reuters ONESOURCE™ Indirect Tax integration with Microsoft Dynamics provides a powerful, cloud-based solution to help you seamlessly navigate the constantly evolving tax landscape.

0VS ȯFYJCMF JOUFHSBUJPO PQUJPOT IJHI QFSGPSNBODF EFUFSNJOBUJPO FOHJOF BOE MJNJUFE BVEJU FYQPTVSF QSPWJEF UIF DPOȎEFODF ZPV OFFE UP UBDLMF DPNQMJBODF SFQPSUJOH SFHVMBUJPOT 1-888-885-0206 | onesource.indirecttax@thomsonreuters.com tax.thomsonreuters.com/DynamicsTax Š2015 Thomson Reuters

Q1 2016 | 37

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

var partner member showcase

eBECS

COMPANY eBECS INTERVIEWEE Charlotte McCormick, director of operations WEBSITE www.ebecs.com HEADQUARTERS Chesterfield, Derbyshire, United Kingdom and Atlanta, Georgia, United States ESTABLISHED 1999 in the U.K. 2005 in the U.S. AXUG® PARTNER MEMBER SINCE 2008

38 | AXUG Magazine

e

BECS delivers award-winning lean and agile Microsoft Dynamics AX, Microsoft Dynamics NAV, and Microsoft Dynamics CRM solutions, integrated cloud services, including Azure and private cloud, and Office 365 and mobile solutions, including field service. These solutions focus on delivering improved business performance measured by comprehensive business intelligence (BI).

AXUG: Give a little bit of background. How did eBECS come to be?

Charlotte McCormick (CM): When we first started out in the U.K., we were very focused on manufacturing. One area where we found a niche was around lean manufacturing in Microsoft Dynamics AX; we wrote the eBECS lean module in Microsoft Dynamics AX version 3. Microsoft purchased the module for Microsoft Dynamics AX 2009, and it’s now also implemented in Microsoft Dynamics AX 2012.

Off the back of lean manufacturing, we grew outside of the U.K. into the U.S. in 2005. In the U.S., every manufacturer needed to do more with fewer people. There was great pressure to reduce costs, which made the lean way the best way. When we implement lean and manufacturing, instead of having to develop new custom features, we pull from our Microsoft Dynamics AX lean extensions to help Customers fill their gaps and save money while doing so.

Around 2010, we started to grow into other areas of manufacturing in Microsoft Dynamics AX such as discrete and process manufacturing and distribution as well as the service industry.

In the past 18 months, we’ve started a business intelligence (BI) practice in the U.S. as well.

AXUG: That’s awesome. BI is a hot topic, that’s for sure!

CM: Yes, that’s where the industry is moving.

More and more companies are interested in BI and data analytics. Actual enterprise resource planning (ERP) isn’t sexy, but being able to make decisions out of your ERP system IS very powerful.

By coupling the two together early on, so much is possible.

AXUG: Tell us more about the Power BI Accelerator. How does it work?

CM: It is essentially the integration of Power BI and Microsoft Dynamics AX. The accelerator is processing the hard work in the background so Users can easily see and access the dashboards and reports that affect their business.

More specifically, the data modeling tool gives Users the ability to create data structures directly within Microsoft Dynamics AX. The models are then used to provide real-time, direct access to the live data. Users can instantly build and view their own reports and make business decisions with complete confidence that the data is accurate, current, and uncorrupted.

AXUG: You’re based in the U.K. and are now very present in the U.S. Do you work in other countries as well?

CM: Oh yes; we are truly a global company that works well with multi-national and multi-site companies. We won Global Partner of the Year in 2013, and we have teams tailored to do this sort of work, organized within the global design. Our people travel all over the world.

A great example of this is the global rollout with one of our professional services clients who has 25,000 Users across the U.S. and the UK. AXUG: Wow! Now that is a large implementation project. Let’s look at the other side of the spectrum. Do you work with smaller companies as well?

CM: Definitely! We can truly scale from small to large and are finding that the smaller businesses are very interested in Microsoft Dynamics AX 7 right now.

The biggest benefit of the new online environment is the rapid implementation approach. With Azure, we can roll out a Microsoft Dynamics AX environment in an hour instead of waiting for hardware, specs, configuration, and installation. That can all take weeks. Couple this with some of our Lifecycle Services accelerator templates and our industry experts, and we are really very excited about the ability to rapidly implement Microsoft Dynamics AX and BI. We have also gotten excited about being able to quickly get companies through a “proof of concept” approach that also helps accelerate project implementations, upgrades, or improvement projects. We basically can go into a company, and within a week we

provide the organization with a clear picture of what it would be getting with Microsoft Dynamics AX or BI in a certain area. We just recently finished a lean proof of concept with Britax Group Limited.

Check out the case study on our website for more info on this.

AXUG: What’s next for eBECS? CM: 2016 is going to be busy! From a project point of view, we have five global implementations going live on January 1 that we’re very excited about.

We’re also excited to see the demand for the Power BI Accelerator I mentioned earlier. As the industry moves toward these in-depth analytics needs, we see this taking off quickly.

The Microsoft Dynamics AX Focus events are always really busy for us as well. We work with AXUG to present a lot of the content around that since those events are so focused on manufacturing and BI. AXUG: You’re also very involved in AXUG Summit. How did it go in Reno?

CM: Our eBECS experts conducted 14 sessions at AXUG Summit this year, two of which were training sessions, and 12 of which focused on Microsoft Dynamics AX and BI. We tackle a broad range of topics, but it’s always an awesome opportunity to connect with the Users and understand the problems they’re starting to see and how they use Microsoft Dynamics AX. Summit is also a great place to gather feedback about our add-ons and implementations. We’re continuously improving our products and services, so anytime we can gather User feedback, we jump on the chance.

AXUG

“We needed lean manufacturing, and the eBECS assessment and resulting proof of concept was a logical starting point. We saw it very much as a way of educating our team in lean concepts and exploring how those concepts would work within Microsoft Dynamics AX 2012.”

Ben Hancock, group head of IT for Britax Group Limited

Q1 2016 | 39

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

feature

story by Gina Pabalan, Edgewater Fullscope, AXUG® Partner Member

C

ongratulations! Microsoft Dynamics AX 2012 is live! Now you may be wondering the best strategy for developing all those operational and analytical reports not included as part of your Microsoft Dynamics AX implementation.

Surely your business is not getting everything you anticipated you would when it comes to reporting.

The out-of-box Microsoft Dynamics AX business intelligence (BI) cubes can address part of the problem. But keep in mind that they are delivered for analytics and will not address many of your operational reporting needs. Further, they do require some work before they are truly usable. Unless you are running SQL BI version or higher and SharePoint Enterprise Edition, some of that cool BI functionality doesn’t quite work as demoed.

For operational reports, mostly written in SSRS, the OLAP cubes are probably not a viable data source, so Customers tend to develop the reports, sourcing the data directly from the Microsoft Dynamics AX database. In Microsoft Dynamics AX 2009, with its 1,800 tables, this scenario was much easier than in today’s Microsoft Dynamics AX 2012, 6,400 table world. The Microsoft Dynamics AX 2012 database was highly normalized and designed for transactional efficiency and scalability – after all, it is an ERP system. Unfortunately, the more normalized the database, the less practical for writing reports.

Besides, if the requested report includes complex queries, consider that you are consuming production resources, which could slow down your order entry and shipping processes.

Also, if data, important for reporting, is not captured within your Microsoft Dynamics AX system, you may be tempted to customize Microsoft Dynamics AX in order to store the data for the mere purpose of reporting. This is not always a great approach, as any customization to Microsoft Dynamics AX will increase your total cost of ownership. For example, think about the additional costs to upgrade when a customization and data are in play. And for what? So you can write a report from the Microsoft Dynamics AX database, which is not structured for reporting in the first place? Sometimes, we must do what we must do, and this could be the right answer, but in many cases, it is not.

There are software costs to consider. What about the Users who

40 | AXUG Magazine

do not truly need access to your ERP system, but they need reporting capability? One must deliver this information in a cost-effective manner. Take into consideration that many informational Users do not truly need access to the ERP transactional system.

There is another cost. Once a company signs up for true BI analytics, we enter the world of OLAP and MDX programming. Managing the out-of-the-box OLAP environment is tedious, labor-intensive, and not business-oriented. The folks who are really good at this probably are not the same folks who understand your strategic enterprise BI requirements (there are exceptions, of course!).

How about all those ISVs with their silver bullets? Well, clearly there is value or they would not exist, don’t you agree? Here is what I will say if you have invested in Microsoft Dynamics AX: » Leverage as much of the Microsoft stack as possible. You are looking for a solution that enhances the Microsoft BI stack, not replaces it. » Stay away from anything proprietary that would require you to be “married” to the ISV longer than you choose to be. » Understand that anything “out of the box” is just that. You will need to adapt, extend, and enhance it. » Your reporting and BI solution will evolve over time. It is important to be self-sufficient and not highly dependent on consultants for long-term care and feeding. » Separate in your mind the back-end (all the plumbing involved) from the front-end (reporting and data visualization). They are two separate capabilities – both as important as the other, and the ISVs do have specialties.

AXUG At Edgewater Fullscope, we leverage our highly affordable BI accelerator.

This involves an “out-of-the-box” enterprise SQL data warehouse that takes those 6,400 Microsoft Dynamics AX tables and flattens them to 65 tables for easier access to your enterprise information, coupled with a business-oriented tool to easily and efficiently adapt, extend, and enhance the back-end of BI. This back-end supports many front-end scenarios, including Power View, Power BI, and SSRS as well as some of the best-in-class ISVs in this space. Want to chat about BI? Contact Gina at Gina.pabalan@fullscope.com.

NAME THAT PHOTO

CONTEST

If you could name any Microsoft Dynamics AX session that would stop you in your tracks, what would it be?

Q2/Q3 CONTEST WINNER: Chip Thiel of Ohio Gratings, Inc. “C’mon! I just know there’s got to be an Easter egg in here somewhere…”

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

Q1 2016 | 41

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

isv partner member showcase

MIKE CASSADY

FRANK VUKOVITS

COMPANY Fastpath INTERVIEWEES Mike Cassady, vice president of development, and Frank Vukovits, vice president of strategic partnerships WEBSITE www.gofastpath.com HEADQUARTERS Urbandale, Iowa PHONE 515-276-1779

42 | AXUG Magazine

AXUG®: What does Fastpath specialize in?

Mike Cassady (MC): Fastpath offers a suite of security, audit, and compliance software for Microsoft Dynamics Users. We have a team of certified internal auditors and certified professional accountants who assist with the design of the tools, templates, and reports that we provide to address Users’ compliance and security reporting needs.

We also have tools to make it easier to administer access and security for IT administrators.

AXUG: What kind of companies need the most help when it comes to compliance?

Frank Vukovits (FV): Companies that need to meet SOX regulations or audit and compliance requests from other regulatory bodies are more interested in our products. Any publically-traded companies or larger enterprise companies tend to have an increased focus around controls, as they are audited frequently. However, having a strong internal control system (ICS) makes good business sense for all companies, whether they are frequently audited or not. We have many Customers who purchase our tools to strengthen their ICS, even though they aren’t subject to regulatory reviews or audit requirements.

MC: There isn’t a specific industry that we work best in; the purpose of our software is really to help companies gain appropriate control and monitor access to the data within their systems. Having the necessary controls and security in place applies to all companies, regardless of the specific industry they operate in.

AXUG: What are your areas of expertise at Fastpath?

MC: As the VP of development, I lead the initiative to design and build products in the security, audit, and compliance space from a technical perspective. My role is to understand the technical aspects of Microsoft Dynamics AX and lead the team of developers that build the tools we provide to our Customers.

FV: Mike is one of our go-to experts in Microsoft Dynamics AX. I am the VP of strategic partnerships, and I work with Partners, specifically VARs and audit firms, to make sure they understand how our tools can help their clients set up and administer security.

I also work with audit firms that use our tools to audit their clients and perform risk assessments.

From this perspective, I get to see how compliance needs are being met, and in turn provide input as we continue developing our solutions.

AXUG: Technically speaking, what should Microsoft Dynamics AX Users expect to see from Fastpath in the next year?

MC: Fastpath is improving the User provisioning process in Microsoft Dynamics AX: That is, allowing Users to have a better history tracking, helping them monitor for segregation of duties (SOD), and simplifying SOD methodologies.

We’re focusing on making it easier for Users and auditors to understand risks that exist without requiring extensive technical-level expertise. We’re simplifying terminology and moving technical

grouping to business-process grouping so risks are easier to identify, mitigate, and remediate.

There are also a lot of security-related changes on the horizon with Microsoft Dynamics AX 7 being released in the cloud. We are working on new features to help address the new security concerns that Customers face as they adopt a cloud ERP platform.

can do in a matter of days with our software.

FV: As a company, we are also very dedicated to sharing knowledge and giving back to the community. In everything we do, we try to help Partners and Users understand what to expect, what to know, and how to prepare for audits and compliance reviews so that they can continuously improve.

AXUG: When working with Partners and audit firms, what sort of trends do you see?

FV: A lot of talk about the cloud. VARs are talking to their Customers about moving to the cloud, and the topic of security is on the forefront.

It’s a different set of challenges and a brand-new concept for Users.

They need to know who is responsible for security, how to navigate new terms, and what terms like SOC-1 and SOC-2 reports mean.

I’m working closely with Partners to help them properly prepare and direct their Customers in this new world. It’s really about knowing who should be responsible in the right areas. Just because it’s in the cloud, you shouldn’t expect security is there. A good rule of thumb is whether you’re online or on premise, the time spent on security shouldn’t change.

We also work closely with Partners to make sure their Users understand the importance of continuously improving their security and audit controls. It’s not a “set it and forget it” situation. It may be tempting to get security approved once and not make changes down the road, but that is setting a company up for major risk exposure.

AXUG: You and your team prove that by presenting awesome sessions! What was your experience like in Reno, and how has it differed from previous years?

FV: In addition to presenting a number of compliance, security, and audit sessions, a few of us presented thought leadership sessions not related to our company’s products. Trish Boccuti did a session about social media, and Andy Snook did a session about repositioning core mission statements. I helped lead numerous sessions around project management as well.

MC: We feel it’s important to share our security, audit, and compliance knowledge with the community. We’re continuously educating ourselves and sharing that learning with the community.

We also invited one of our audit partners to present at our Partner showcase. This turned into a great educational session for the community to acquire information directly from an audit firm on its approach to security design and segregation of duties.

AXUG: What sort of functionality in Fastpath solutions helps Users continuously improve their security and audit controls?

MC: Our features help simplify the audit review process. By using our tools, Users can complete audits more regularly as a result of increased efficiencies. What used to take them a month to do, they

AXUG: Any “aha” moments at AXUG Summit this year?

FV: I found it interesting how great the cross-User group sessions went. I think there’s more opportunity there to combine all User group communities in some sessions, treating it as a whole regardless of what group you’re in, as many topics go across products. Fastpath works in the entire community, and the cross-User sessions really highlighted the commonalities that exist throughout the Microsoft ecosystem.

AXUG

“Fastpath was recommended time and again from other Microsoft Dynamics Users as THE solution to our problems.”

– Annette Price, Microsoft Dynamics AX system administrator for Arrow S3 Q1 2016 | 43

Junction Solutions

CHAPTER SPONSOR AXUG® is fortunate to work with Partner organizations that bring strong product expertise to our User Members. The following Partners have given back to our chapters through sponsorship, and as a thank you for that commitment, we are highlighting them here. You’ll read about two Users who have achieved business success through a combined use of Microsoft Dynamics AX and the Partners’ respective solutions.

44 | AXUG Magazine

Kelly Kane, information systems specialist Add-On Solution: Junction Solutions’ Food and Beverage Vertical for Microsoft Dynamics AX

Established in Louisville, Kentucky in 1985, Algood Food Company is a manufacturer of private label peanut butter, jellies and preserves.

Prior to implementing Microsoft Dynamics AX, Algood was running a legacy ERP system, and they weren’t able to get a clear picture of their strengths and opportunities. “It would take a month to close each period,” says Kelly Kane, information systems specialist. “We were using old data to make important inventory and pricing decisions. Also, in our industry, traceability is very important, and we need to know at a moment’s notice where anything is at in the event of a recall or customer complaint. That real-time information is much easier to obtain in Microsoft Dynamics AX than in our legacy system.”

Algood started working with Junction Solutions in the spring of 2012 to implement Microsoft Dynamics AX. “Junction Solutions has a full food and beverage vertical for Microsoft Dynamics AX,” Kelly says, “which is a main reason we chose them as our Partner. They really understand the food industry and took time to understand our business practices and procedures.”

Junction helped Algood with data migration and two major integrations, one with Algood’s warehouse management system (WMS) and another with their manufacturing execution system (MES).

Algood went live on Microsoft Dynamics AX in July of 2014 and is now seeing a huge difference in the way they cost their items. Kelly explains, “We can see how much it costs to buy ingredients and packaging, as well as how much it is to produce the items in real-time. Knowing the costs, we can price accurately, greatly improving our profitability and the accuracy of the information we provide to our customers.” They can also see their margin analysis a lot quicker, helping them make better real-time decisions.

In the event of a recall or customer complaint, Algood can now go into Microsoft Dynamics AX, search by lot code, and easily track when the item was shipped, when it was produced, and even the exact ingredients within the product.

Junction Solutions also offers an excellent training program through an additional service called Junction Academy. Kelly shares, “I have utilized their services several times. One of their course offerings was a Functional Fundamentals class for which we had one of their trainers come on-site. Having that early introduction to Microsoft Dynamics AX really helped make a smoother transition as our team was learning how to use the system.”

Cliff Barry, chief financial officer Add-On Solution: Experlogix CPQ

States Industries is a wood products manufacturer that offers more than 400,000 wood product combinations. Since its founding in 1966, States Industries has continually been a leader in setting the standards for hardwood paneling with a steady stream of new, innovative products and improved manufacturing processes.

With an ERP system rooted in the 1960s, States Industries

dealt with manual processes, expensive customizations, and a standalone quoting system. Their processes were laborious, time-consuming, and fraught with unnecessary scrap and costly errors. “One mistake, one mis-constructed item would potentially cost our company tens of thousands of dollars,” says Cliff Barry, chief financial officer.

The company realized that its current ERP and quoting systems were limiting efficiencies and cost savings. States Industries decided on Microsoft Dynamics AX as their ERP and hired Cliff Barry to see the company through the implementation. “Going into the project, we knew we needed a new, robust configurator that could comprehensively configure orders as well as generate costs estimates, bill of materials, routings, and product masters while the customer is still on the line, providing immediate feedback,” Cliff explains. “We found that Experlogix CPQ was the best solution for the job, and their product strategy was in sync with ours.”

Experlogix CPQ combines with Microsoft Dynamics AX to form a powerful engineering and product management system, automating bill of materials (BOMs), production orders, costing, and routing. Once a sales quote or order comes through Microsoft Dynamics AX, manufacturers can leverage Experlogix CPQ to create sophisticated, multi-level, configured BOMs and production orders in the solution – all with a couple mouse clicks.

With the help of Experlogix CPQ, States Industries now has full integration between order configuration and ERP, eliminating manual and error-prone processes. Their customer service representatives are also able to give definitive answers to customers on the phone about their unique orders. They can change features and prices on a daily basis and do cost rollups on the fly. All this flexibility is creating major cost savings and helping the company to grow their operations.

“Over the years working as a consultant, I’ve dealt with a lot of software vendors,” Cliff says. “This is the first time that a vendor truly listened to our requirements and thoroughly understood the depth and breadth of the business.

Experlogix’s willingness to step up and invest capital in the enhancements we needed was unique in my experience. They have enabled us to do things nobody else in the industry can do.”

logo C

O

N

Congratulations to our Q2/Q3 2015 contest winner, Brian

T

Millsap from Hampton

E

S

T

industry showcase case

Products International Corp! Brian found the logo on page 36 of the Q2/Q3 2015 issue of AXUG® Magazine. Let’s play again. Hidden somewhere between the covers of this magazine is our AXUG logo. Can

you find it?

Retail: Taking Retail to a Leading Level

M

icrosoft Dynamics AX helps these hese retailers sell the best in home goods, pet supplies, IT products, roducts, gifts, sporting goods, and so much more. These AXUG® G® Members take retailing to a whole new level, reaching leading and largest st status in their market niche all across the globe.

While our logo shows up throughout the magazine in conventional spots, it’s hidden in only one place.

When you’ve found it, send an email to

Logocontest@axug.com with an explanation of where and on what page it’s at.

We’ll choose a winner at random and will highlight him/her in the next issue of the magazine.

SILVER STAR BRANDS Oshkosh, Wisconsin Silver Star Brands is one of America’s first and largest direct marketers of consumer gifts and household products.

Current brands include Miles Kimball, Walter Drake, Exposures, As We Change, Easy Comforts, and Native Remedies. Today Silver Star Brands catalogs and websites reach more than 120 million households.

While Christmas cards and personalization are at the heart of Silver Star Brands, the company also offers more than 16,000 products across home accessories, cookware, high-end decor, candy, and more.

36 | AXUG Magazine

LEHMAN’S S Dalton, Ohio hio From homee goods to ecofriendly gardening dening supplies to off-grid living, iving, Lehman’s provides hundreds undreds of simple products forr a simpler life.

Lehman’s is located in Ohio’s Amish Country, ntry, where its story began. n.

FANTASY WORLD TOYS Kuwait Years ago, Kuwaiti toy wholesaler Fantasy World Toys had its sights set on making the leap to retail.

After securing space at a local mall, the company approached Southfield, Michigan. Now, the kidfriendly retailer has five Fantasy World locations up and running and is the #1 toy retailer in Kuwait.

COASTAL.COM Vancouver, Canada Coastal.com is the largest online eyewear company in the world with a mission to make vision correction accessible worldwide. Founded in 2000, Coastal.com’s family of websites offers the most extensive selection of contact lenses, eyeglasses, and all d sunglasses, l ll shipped h d directly to customers’ doors.

Through Coastal.com’s Change the View Project, every purchase helps fight poor vision by providing access to tailored eye health solutions on a global scale.

PCM, INC. El Segundo, California Since 1987, PCM has been a leading provider of IT products, services, and solutions to businesses, government agencies, educational institutions, and healthcare facilities. The company provides access to more than 300,000 IT products such as tablets, notebooks, desktops, servers, storage, and networking from leading manufacturers including Cisco, HP, Apple, Adobe, Lenovo, and Microsoft.

wcase

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

find the

G

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

Experlogix

Q1 2016 | 45

5

MINUTES

WITH AXUG’S VOLUNTEER S ^

OF THE QUARTER GG ROWE IT project

GRANT WILSON ERP solutions

manager for Planar Systems, Inc.

architect for Microsemi Corp

Who I’m following on social media right now...

My daughter, Tiffany Odell, a first-year neurosurgeon resident who tweets interesting articles on medical advancements!

On my desk right now...

The last blooms from my rose bushes!

My three goals for 2016...

1. Investigate capabilities with master scheduling, forecast consumption, and configurable products, and how they might transform my company’s use of Microsoft Dynamics AX. 2. Increase the number of Microsoft Dynamics AX Users involved with the Oregon (Portland) AXUG chapter.

3. Continue my workout regimen!

What I do when I’m not at work...

Train Reagan, my yellow Labrador, and when I can, hang out at my Palm Springs condo!

The best advice I ever received...

It never hurts to ask. It may be considered, and it might just get fulfilled! (The most recent advice, anyway, that rings loud!)

46 | AXUG Magazine

GG Rowe and Grant Wilson are so great that we decided to throw tradition to the wind and name them both as our Volunteers of the Quarter. Thank you to GG and Grant for their continued commitment to the Microsoft Dynamics AX community!

Who I’m following on social media right now...

Anyone who tweets about Microsoft Dynamics AX. On my desk right now...

A LEGO Death Star My three goals for 2016...

1. Keep in shape.

2. Go live with Microsoft Dynamics ‘AX 7’.

3. Be a better person.

What I do when I’m not at work...

I like to spend time with my family.

The best advice I ever received...

Still waiting for the best.

Introducing The List MOBILE

Now you can get The List To Go!

Search for the products and services you need with the new Mobile version of The List! Add it to your home screen from: www.thelistmobile.com or simply scan the QR code below:

Table of Contents Industry...................Page 48 Horizontal................Page 52 Services...................Page 59

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 Consumer Packaged Goods

INDUSTRY

Agriculture

Scalable Data Systems http://www.scalableax.com • 714-594-7690 Commodity Trading Complete Solution for Commodity Trading: Manage all aspects of physical contracts from agreement to execution including: Contract Management, Logistics, Risk Management, Invoicing, Cost tracking and Accruals.

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

Automotive HighJump Software

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

Chemicals

http://www.highjump.com/truecommerce 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.

Cross Industry Solution

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

Commodity Trades

Scalable Data Systems http://www.scalableax.com • 714-594-7690 Commodity Trading Complete Solution for Commodity Trading: Manage all aspects of physical contracts from agreement to execution including: Contract Management, Logistics, Risk Management, Invoicing, Cost tracking and Accruals.

Construction

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

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

Ariett http://www.ariett.com • 781-826-1120 Cloud AP Invoice, Procurement, Contract & Expense Reporting One spend management platform for any device to delight your employees.

IPM Global Pty Ltd http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors.

Incorporating Comprehensive Contract and Cost Control.

KEY:

Axapta

Great Plains

48 | AXUG Magazine

Navision

Solomon

AssureSign LLC http://www.assuresign.com 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

CALUMO, Inc. http://www.calumo.com • 214-387-6030 NEW: 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.

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

DATABASICS, Inc. http://www.data-basics.com • 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.

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

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.

Customer Relationship Management

Retail Management System

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-2015 206-256-0771 ext. 123 eRequester Industry leading web procurement, expense management, inventory & receiving, and business intelligence.

Top rated & trusted for over 16 years.

Gorilla Expense http://www.gorillaexpense.com 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corporate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL. Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Higher Logic http://www.higherlogic.com • 202-360-4402 Higher Logic The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Point of Sale

Nodus Technologies, Inc.

Fleet Management

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.

Solver http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Equipment Rental and Leasing

SYCOR GmbH http://www.sycor-group.com/rental +49 551 490 2491 Sycor.Rental AX 2012 solution for individual & bulk rentals, trade of mobile goods. Full rental lifecycle with key features: graphical scheduling, transport mgmt., service & maintenance, fleet mgmt., flexible billing methods, BI.

Finance/Banking AssureSign LLC http://www.assuresign.com 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

KEY:

Axapta

Great Plains

Horizons International SYCOR GmbH http://www.sycor-group.com/fleet +49 551 490 2491 Sycor.Fleet AX 2012 solution for fleet management.

Key features: graph. scheduling, transport mgmt., service & maintenance, vehicle data mgmt., vehicle history (costs, repairs, damage), BI & reporting, flexible billing methods.

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

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI.

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

Metafile Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Scalable Data Systems http://www.scalableax.com • 714-594-7690 Procurement for Manufacturing Procurement of Commodity raw materials fully integrated with MRP providing visibility of production demand to procurement. Key features: Contract Management, Logistics, Risk Management, Track costs and Accruals.

Government Contracting

IPM Global Pty Ltd

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

Blue Horseshoe http://www.bhsolutions.com • 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Suite for Dynamics AX.

COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Navision

Solomon

http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors.

Incorporating Comprehensive Contract and Cost Control.

Healthcare

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

InterDyn BMI http://www.erp4health.com • 866-264-3249 ERP4HealthŽ Financial Management Software powered by Microsoft Dynamics.

Customer Relationship Management

Retail Management System

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Requisition, approval, budget checking and integration to Binary Stream for Materials Management.

High Tech and Electronics Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

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

Industrial Equipment Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Insurance AssureSign LLC http://www.assuresign.com 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Point of Sale

Q1 2016 | 49

INDUSTRY

http://www.nodus.com/epay_ advantage.html • 909-482-4701 ePay Advantage - Online Bill Pay 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.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

INDUSTRY

Life Sciences

Bond Consulting Services

Liaison Software Corp

Non-Profit Organizations

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency.

Gain from our experience!

http://www.BondConsultingServices.com 562-988-3451 Microsoft Dynamics ERP Solutions for Manufacturing & Distribution We are a Gold ERP/Silver CRM Partner and the go-to multilingual consulting team for Process & Discrete Manufacturers and CPG and F&B Distributors from SMB to Enterprise.

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

Maintenance Management

COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Manufacturing

COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

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

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI.

eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency.

Gain from our experience!

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

HighJump Software

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in both process & discrete manufacturing.

KEY:

Axapta

Great Plains

50 | AXUG Magazine

http://www.highjump.com/truecommerce 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.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Navision

Solomon

Metafile Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

RF-SMART http://ax.rfsmart.com • 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Sana Commerce http://www.sana-commerce.com/after-salesportal-for-manufacturing/ • 646-362-0432 Sana Commerce Sana delivers fully integrated B2B e-commerce solutions for Microsoft Dynamics NAV & AX that help wholesalers and manufacturers to grow online.

Scalable Data Systems http://www.scalableax.com • 714-594-7690 Procurement for Manufacturing Procurement of Commodity raw materials fully integrated with MRP providing visibility of production demand to procurement. Key features: Contract Management, Logistics, Risk Management, Track costs and Accruals.

Scalable Data Systems http://www.scalableax.com • 425-931-9972 Advanced Production Scheduling Review and adjust Production Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alternative work centers.

Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Thomson Reuters ONESOURCE Thomson Reuters ONESOURCE Indirect Tax for all companies leveraging Microsoft Dynamics provides cloud-based sales, use, and value-added tax calculation, reporting, exemption certificate management and returns.

Customer Relationship Management

Retail Management System

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.

Oil and Gas

IPM Global Pty Ltd http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors.

Incorporating Comprehensive Contract and Cost Control.

Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Thomson Reuters ONESOURCE Thomson Reuters ONESOURCE Indirect Tax for all companies leveraging Microsoft Dynamics provides cloud-based sales, use, and value-added tax calculation, reporting, exemption certificate management and returns.

Pharmaceuticals ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Pharmaceutical & Medical industries.

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

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

Point of Sale

Professional Services

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Restaurant

Retail Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency.

Gain from our experience!

Avalara, Inc. http://www.info.avalara.com/TheList 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.

Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.

Axapta

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

Corporate Services http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent financial information to accurately run your business

ASC Software http://www.ascsoftware.com • 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. eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Metafile Information Systems, Inc.

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

KEY:

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Software

Great Plains

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards 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.

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

Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Thomson Reuters ONESOURCE Thomson Reuters ONESOURCE Indirect Tax for all companies leveraging Microsoft Dynamics provides cloud-based sales, use, and value-added tax calculation, reporting, exemption certificate management and returns.

Navision

Solomon

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Tasklet Factory http://www.taskletfactory.com • +45 96 354 500 NEW: 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.

Software Manufacturers

Wholesale Trade: Durable Goods

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

Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.

HighJump Software

Staffing/Recruiting Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Warehouse Management

http://www.highjump.com/truecommerce 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.

Sana Commerce http://www.sana-commerce.com/after-salesportal-for-manufacturing/ • 646-362-0432 Sana Commerce Sana delivers fully integrated B2B e-commerce solutions for Microsoft Dynamics NAV & AX that help wholesalers and manufacturers to grow online.

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.

Customer Relationship Management

Retail Management System

Point of Sale

Q1 2016 | 51

INDUSTRY

Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Wholesale Trade: Non-durable Goods Scalable Data Systems http://www.scalableax.com • 714-594-7690 Landed Cost Manage Multiple Vendors/PO's as one shipment to improve efficiency and visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Scalable Data Systems http://www.scalableax.com • 714-594-7690 Landed Cost Manage Multiple Vendors/PO's as one shipment to improve efficiency and visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Horizontal Accounting ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

Affordable Care Act Reporting Elevate HR, Inc. http://elevate-hr.com/solutions/ • 877-968-4440 Elevate HR Extensions for AX HCM HCM Process Wizards, Approval Flow, Benefits Admin, Global Payroll, etc.

HORIZONTAL

and take the pain out of ACA.

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Analytics Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency.

Gain from our experience!

DataSelf http://www.dataself.com • 888-910-9802 NEW: DataSelf Analytics 5000+ reports and KPIs, Tableau and data warehouse for MS Dynamics.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

KEY:

Axapta

Great Plains

52 | AXUG Magazine

Asset Maintenance/ MRO/EAM

COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

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

Automation

deFacto Global, Inc.

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One� Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Barcode Data Collection

Solver eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

RF-SMART http://ax.rfsmart.com • 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Budgeting

CALUMO, Inc. http://www.calumo.com • 214-387-6030 NEW: 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

Navision

Solomon

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Business Intelligence

CALUMO, Inc. http://www.calumo.com • 214-387-6030 NEW: 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.

Customer Relationship Management

Retail Management System

Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right!

CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

DataSelf http://www.dataself.com • 888-910-9802 NEW: DataSelf Analytics 5000+ reports and KPIs, Tableau and data warehouse for MS Dynamics.

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One� Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.

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

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

Point of Sale

Solver

MHC Software, Inc.

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtually any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

ZAP http://www.zapbi.com • 415-889-5740 ZAP Business Intelligence ZAP provides 'Buy, Not Build' business intelligence for organizations using Microsoft Dynamics. ZAP's Trusted Analytics ensure your company is aligned through best practice metrics that deliver real business results.

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

Higher Logic http://www.higherlogic.com • 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.

Commissions

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

Compliance DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 NEW: 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.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Metafile Information Systems, Inc.

Arbela Technologies http://www.arbelatech.com • 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!

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Greenshades Software

Check Printing Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email password protected Direct Deposit Statements to Employees.

KEY:

Axapta

Great Plains

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

Navision

Solomon

Customer Relationship Management eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.

Ariett http://www.ariett.com • 781-826-1120 Ariett Cloud Contract Management for Vendors, Capital Projects and Budgeting with Requisition/ Invoice Tracking on Any Device Collaborate on Contracts/Capital Projects to better manage spend.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Cost Accounting

Data Integration

Corporate Renaissance Group

eBridge Connections

http://www.crgroup.com/costallocator 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fixed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.

Contract/Project Management

Credit Card/Check Processing

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce KloudPay Secure, PCI Certified ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.

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

Process CC in multiple countries. Handle complex transactions.

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

Customer Relationship Management

Retail Management System

Data Management

Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.

Distribution

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency.

Gain from our experience!

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

Point of Sale

Q1 2016 | 53

HORIZONTAL

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.

Collaboration Platform

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

E-commerce

EDI AIM Computer Solutions, Inc.

Blue Horseshoe http://www.bhsolutions.com • 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Suite for Dynamics AX. Scalable Data Systems http://www.scalableax.com • 714-594-7690 Landed Cost Manage Multiple Vendors/PO's as one shipment to improve efficiency and visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Document Management

Avalara, Inc. Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

HORIZONTAL

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

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

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.

DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 NEW: 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.

KEY:

Axapta

Great Plains

54 | AXUG Magazine

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

Metafile Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser.

Retrieve related documents with a single click. Workflow & Report imaging.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

Navision

Solomon

http://www.info.avalara.com/ TheList • 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.

http://www.aimcom.com • 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

Clarity Ventures

eBridge Connections

http://www.partnerchannelclarity.com 800-928-8160 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.

http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Certified cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

Sana Commerce http://www.sana-commerce.com/after-salesportal-for-manufacturing/ • 646-362-0432 Sana Commerce Sana delivers fully integrated B2B e-commerce solutions for Microsoft Dynamics NAV & AX that help wholesalers and manufacturers to grow online.

Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Thomson Reuters ONESOURCE Thomson Reuters ONESOURCE Indirect Tax for all companies leveraging Microsoft Dynamics provides cloud-based sales, use, and value-added tax calculation, reporting, exemption certificate management and returns.

HighJump Software http://www.highjump.com/ truecommerce • 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.

Scalable Data Systems http://www.scalableax.com. • 714-594-7690 EDI Streamline communications between customers/vendors. Key Features: Auto transfer between parties, Orders, Invoices, ASN’s & Multi location.

Electronic Document Delivery (Email)/Faxing Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

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

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

Customer Relationship Management

Retail Management System

Point of Sale

Field Service Management Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

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

Electronic Signatures AssureSign LLC

Gorilla Expense

http://www.assuresign.com 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

http://www.gorillaexpense.com 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corporate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Equipment Maintenance COGEP Inc. http://www.cogep.com 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Ariett http://www.ariett.com • 781-826-1120 Ariett Cloud Expense Reporting with Corporate Credit Cards, Travel Approval, Receipt Capture and Mileage Calculator on Any Device Empowers employees to submit expenses on the go & stay within policy.

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

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

Financial Services Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

HR Management

Corporate Renaissance Group

DATABASICS, Inc. http://www.data-basics.com • 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.

http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic Expense Management ReQlogic’s Expense Management module enables employees to enter expense reports using a browser or phone interface, or Import expense transactions from a bank or credit card account. Real time integration.

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

Elevate HR, Inc. http://elevate-hr.com/solutions/ 877-968-4440 Elevate HR Extensions for AX HCM HCM Process Wizards, Approval Flow, Benefits Admin, Global Payroll, etc.

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Inventory Management ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in. eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Invoicing Enhancement

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

Paramount Technologies Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

myStaffingPro http://mystaffingpro.com • 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

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

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

Point of Sale

Q1 2016 | 55

HORIZONTAL

Expense Solutions

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Payroll Enhancement

Manufacturing Enhancement eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

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

HORIZONTAL

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

Payables Enhancement

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

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

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

Ariett http://www.ariett.com • 781-826-1120 Ariett Cloud AP Invoice with Document Automation, Budget Checking and Currency Conversion on Any Device One step, paperless AP processing with GL coding & approval workflow.

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI. Paramount Technologies http://www.paramounttechnologies. com/Solution_InvoiceAutomation.aspx 800-725-4408 WorkPlace AP Invoice Automation Enforce spend management and approvals for PO and non-PO Invoices.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.

KEY:

Axapta

Great Plains

56 | AXUG Magazine

Navision

Solomon

Elevate HR, Inc. http://elevate-hr.com/solutions/ 877-968-4440 Elevate HR Extensions for AX HCM HCM Process Wizards, Approval Flow, Benefits Admin, Global Payroll, etc.

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

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Procurement Management Ariett http://www.ariett.com • 781-826-1120 Ariett Cloud ReqNet for Requisitions and Purchase Orders with Catalogs, CXML Punch-out and Budget Checking on Any Device Empowers employees to collaborate & better manage spend from anywhere.

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-eProcurement 206-256-0771 ext. 123 eRequester eRequester e-procurement is top rated for ease-of-use & time-to-value. Top features: Approval Workflow Engine, PO, RFQ, Punchout, Inventory, & Expense Management. Trusted for over 16 years.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email password protected Direct Deposit Statements to Employees.

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

Portals Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Sana Commerce http://www.sana-commerce.com/after-salesportal-for-manufacturing/ • 646-362-0432 Sana Commerce Sana delivers fully integrated B2B e-commerce solutions for Microsoft Dynamics NAV & AX that help wholesalers and manufacturers to grow online.

Customer Relationship Management

Retail Management System

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

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

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.

Scalable Data Systems http://www.scalableax.com • 714-594-7690 Procurement for Manufacturing Procurement of Commodity raw materials fully integrated with MRP providing visibility of production demand to procurement. Key features: Contract Management, Logistics, Risk Management, Track costs and Accruals.

Point of Sale

Product Lifecycle Management

Quality Control

QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Production Planning Scalable Data Systems http://www.scalableax.com • 425-931-9972 Advanced Production Scheduling Review and adjust Production Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alternative work centers.

Purchase Order Processing Enhancement

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

Receivables Enhancement Nodus Technologies, Inc. http://www.nodus.com/epay_ advantage.html • 909-482-4701 ePay Advantage - Online Bill Pay 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.

Reporting

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

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

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

CALUMO, Inc.

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-PO 206-256-0771 ext. 123 eRequester | PO Web requisitions, approvals, POs, Punchout, budget tracking and more.

Powerful spend management tools for improving efficiency & visibility.

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

deFacto Global, Inc. Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

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

KEY:

Axapta

Great Plains

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One� Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft Office Using Atlas, you'll see how real-time two way data validation integrates between Office, Dynamics AX & CRM. From data migration to production, register on our web site for a free trial.

Navision

Solomon

COGEP Inc. http://www.cogep.com • 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Security

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager addresses security creation & mgmt, risk & compliancy requirements, & audit preparation with inquires & reports. Focus on your business not your technology needs.

Gain from our experience!

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

Liaison Software Corp

Supply Chain Management

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor AX and CRM to effectively reduce costs and improve efficiency.

Gain from our experience!

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

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

Sales Tax

Blue Horseshoe http://www.bhsolutions.com • 317-573-2583 Supply Chain Suite for Dynamics AX Gold Certified ERP Partner providing Tier-1 end-to-end implementation services as well as Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Suite for Dynamics AX.

Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Thomson Reuters ONESOURCE Thomson Reuters ONESOURCE Indirect Tax for all companies leveraging Microsoft Dynamics provides cloud-based sales, use, and value-added tax calculation, reporting, exemption certificate management and returns.

Customer Relationship Management

Retail Management System

Point of Sale

Q1 2016 | 57

HORIZONTAL

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

Scheduled Maintenance

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

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

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

Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Thomson Reuters ONESOURCE Thomson Reuters ONESOURCE Indirect Tax for all companies leveraging Microsoft Dynamics provides cloud-based sales, use, and value-added tax calculation, reporting, exemption certificate management and returns.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

Time and Attendance

DATABASICS, Inc.

HORIZONTAL

HighJump Software http://www.highjump.com/truecommerce 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.

Scalable Data Systems http://www.scalableax.com • 714-594-7690 Landed Cost Manage Multiple Vendors/PO's as one shipment to improve efficiency and visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Tax

Avalara, Inc.

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

Axapta

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Travel Expense Management

Gorilla Expense

http://www.info.avalara.com/TheList 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.

KEY:

http://www.data-basics.com • 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.

Great Plains

58 | AXUG Magazine

http://www.gorillaexpense.com 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corporate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL. ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

Navision

Solomon

Nexonia http://www.nexonia.com • 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Warranty and Claims Management Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user. Generated claims can be tracked and managed.

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

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

docSTAR http://www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration.

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

Customer Relationship Management

Retail Management System

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.

Metafile Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

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

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

Point of Sale

Services Application Service Provider/Hosting

Cloud Computing

Marketing Planning & Services

Partner Support Service

Looking Glass Marketing Data Resolution, LLC Myappsanywhere http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customizations, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

RoseASP http://www.roseasp.com • 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/ Private/Hybrid Cloud Solutions.

Comprehensive pricing model for SPLA/Subscription Licensing - financially backed uptime guarantee. SSAE-16 data centers, SOX, HIPAA, FDA Compliancy.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!

http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 12 years.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!

KEY:

Axapta

Great Plains

http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.

The Partner Marketing Group WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason – Guaranteed!

HR & Payroll Implementation & Consulting

Elevate HR, Inc. http://elevate-hr.com/solutions/ • 877-968-4440 Elevate HR Extensions for AX HCM HCM Process Wizards, Approval Flow, Benefits Admin, Global Payroll, etc.

Bond Consulting Services

Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right!

CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

Plumbline Consulting, LLC.

Sales Tax Management Service

Implementation Services

Azure Managed Cloud Services

http://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.

http://www.BondConsultingServices.com 562-988-3451 Custom ERP & CRM Solutions That Streamline Your Business Processes We provide end to end ERP/CRM solutions which includes implementation, customization, integration, training and ongoing support. We work closely with ISVs to focus on multiple industries in SMB and Enterprise.

http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics & R2R 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. http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting.

10+ years in the channel. Websites. SEO. Copywriting.

Member Organizations

Solomon

http://www.info.avalara.com/TheList 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.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

ERP Software Blog

Upgrades http://www.groupbloggers.com 888-800-0999 ERP Software Blog/ CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right!

CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

OnDemand Trials

RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfigured Microsoft Dynamics industry specific demo environments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right!

CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

Navision

Avalara, Inc.

Customer Relationship Management

InterDyn BMI http://www.interdynbmi.com • 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of innovative solutions for over 30 years.

Writing/Documentation Services The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

Retail Management System

Point of Sale

Q1 2016 | 59

Is your paper-based process overdue for a change?

Let MetaViewer cleanse your accounting department currently soiled with paper.

MetaViewer’s Fast Track solution will wipe away mounds of paper and quickly soothe the irritation caused by outdated paper-based transactions – Increase efficiency, eliminate errors, automate workflow, and achieve real-time visibility with full Microsoft Dynamics ERP integration. From AP to AR and HR to the CFO, everyone benefits from Paperless ERP.

Pitch The Paper Clips and get on the Fast Track with MetaViewer.

AX | GP | SL | NAV | CLOUD

Pitch The Paper Clips | www.metaviewer.com/for-Microsoft-Dynamics