2017 Q3 by Dynamic Communities, Inc

Q3 2017 â&#x20AC;¢ WWW.AXUG.COM

A 30,000-FOOT VIEW OF MICROSOFT DYNAMICS 365

THE DIRT

on Preparing for the Upgrade to Dynamics 365

7 KEYS

to a Successful ERP Implementation

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contents Q3 2017

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Q3 2017 • WWW.AXUG.COM

A 30,000-FOOT VIEW OF MICROSOFT DYNAMICS 365

THE DIRT

on Preparing for the Upgrade to Dynamics 365

7 KEYS

to a Successful ERP Implementation

In Every Issue 5 From the Chairman 7 From the General Manager 8 Events 10 Welcome to Our New Members 12 21 22 28 29 36 40 41 49 59 63

Chapter News

Daniel Perkins

Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Arbela Technologies. . . . . . . . . . . . . . . 2 Avanade . . . . . . . . . . . . . . . . . . . . . . . . 48 AXtension. . . . . . . . . . . . . . . . . . . . . . . 75 D365UG/AXUG Events. . . . . . . . . . . . . 9 Dooap . . . . . . . . . . . . . . . . . . . . . . . . . 76 DSI Global. . . . . . . . . . . . . . . . . . . . . . . 6

On Topic Name That Photo Contest Trending Topics What’s New on the D365UG/AXUG Website Webinar Speed Read Academy Corner Volunteer of the Quarter: Andrea Delgrosso Find the Logo Contest The AX List, from The Partner Channel

Features 14 Humans of D365UG/AXUG

16 The DIRT on Preparing for the Upgrade to Microsoft Dynamics 365

Tips & Tricks Creating Meaningful Visuals in Microsoft Power BI

Resources in the Rapidly Changing World of Microsoft Dynamics 365

Advertiser Index

Word Find

Tips & Tricks The URL Parameters 30 Microsoft Showcase Joris de Gruyter

32 34

7 Keys to a Successful ERP Implementation

Tips & Tricks Customer Invoicing Workspace in Microsoft Dynamics 365

Partner Showcase eBECS

5 Differences for Developers in Microsoft Dynamics 365 for Finance and Operations

Tips & Tricks Self-Service Reporting for Users – Part 2: Use Edit in Grid as Your Reporting Worksheet

Microsoft Showcase Dave Phillips

Merit Solutions, Inc. . . . . . . . . . . . . . . . 4

MetaViewer from Metafile . . . . . . . . . . 51

Tips & Tricks Dynamics 365 for Talent Technical Preview is Here!

Experlogix, Inc.. . . . . . . . . . . . . . . . . . 37 INDUSA . . . . . . . . . . . . . . . . . . . . . . . . 35 k-eCommerce. . . . . . . . . . . . . . . . . . . . 11 MCA Connect, LLC. . . . . . . . . . . . . . . . 15

NMB Solutions . . . . . . . . . . . . . . . . . . . 27 Red Maple. . . . . . . . . . . . . . . . . . . . . . 23 StockIQ Technologies . . . . . . . . . . . . . 55 Visionet Systems Inc. . . . . . . . . . . 38-39

Partner Showcase Avanade

56 60

The Wonder Women of Microsoft Dynamics

Industry Showcase Oil & Gas 62 Microsoft Dynamics 365 SIG Leader Interview Q3 2017 | 3

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Booth #410

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

Goingfrom tothethe Next Level... d365ug/axug chairman

letter

Sherry Linares

Here’s to the Future

is going, I still find that I have many questions. In this issue, we will address some of the

common questions and concerns many of us have.

Grant Wilson

W elcome to the latest issue of D365UG/AXUG® Magazine! Our focus of

this issue is Microsoft Dynamics 365. Whether you look at the future

being scary or you feel that change is good, Dynamics 365 represents

our collective future. While I am excited by the direction the product

Moving to a new version of any software can be a big deal. If you started your journey with

Dynamics 365, Microsoft Dynamics AX 7, or whatever you want to call it, welcome to our

community. If you are on an older version of Microsoft Dynamics AX and are considering

a move or are already moving to Dynamics 365, hopefully we can help you on your way. If

you are like many, the first question is how much is this going to cost? What happens to my

current investment in licenses, customizations, and hardware? Your Partner is your resource

for finding this out. You will also need to decide how you want to deploy Dynamics 365, in

the cloud, hybrid, or on-premises. I am happy to mention that the on-premises version is a

direct result of our Members talking to Microsoft about their needs. We talked, they listened,

and they are now delivering – what a great example of the power of the UG. If you have any

questions, D365UG/AXUG is the best place to get answers. With input from other Users,

Partners, and Microsoft, we can make sure you find the answers you need. Lastly, I want to plug the best event of the year: Summit! This year we are heading to

Nashville, Tennessee from October 10-13. This is the place to learn not only about Dynamics

365, but also how to optimize and maximize your investment in Microsoft Dynamics AX

2012 or 2009. Come and join me and thousands of other Users in Nashville at Summit 2017.

Be sure to keep the conversations going online in the Open Forum, Twitter, and Facebook as

well as locally at your chapter meetings.

Best,

Grant Wilson

Chairman, D365UG/AXUG Advisory Board

Q3 2017 | 5

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

letter

Sherry Linares

The Secret to Smooth Sailing

Heather Williams

reetings! There is no doubt that you have heard information regarding Microsoft Dynamics 365 for Finance and Operations. Name changes and new functionality can be difficult to understand, but in the ever-evolving world of technology, it is our new normal. What we have learned along the way is Microsoft is dedicating a lot of time, interest, and resources into making a superior product for their customers, our User Members. This issue of D365UG/AXUG® Magazine is dedicated to showing you what is new, what has been enhanced, what you need to consider, how you can approach evaluating the product for your organization, and, most importantly, the tools and support you will need along the way when it is your time to implement or migrate to Microsoft Dynamics 365! The comment that I hear the most when talking with Users about their product is that it is the single most important investment that can either make or break their organization. Along with the monetary investment comes the investment of time, resources, productivity, and sanity. What I want you to take away along with all the knowledge about the product is when the time comes, you are not alone! There are others just like you considering the same things you are. There are others who are leery of the same things you are, concerned of the same things you are, and are either about to embark or are currently underway on the very same migration or implementation path as you are. I encourage you to utilize the power of your User group community to share what you are learning, the approaches you are taking, good and bad, the tools that are getting you where you need to be, and the processes that are making it happen successfully for you. No one wants to feel alone; no one wants to feel like they are in a huge ocean crippled with rough seas we call an implementation or migration and not have a life raft! The D365UG/AXUG community is YOUR life raft. The tools available in your life raft include a community of likeminded individuals whom you can have discussions with, an on-demand library of virtual content to walk you through some of the processes when you hit a roadblock, in-person events and trainings where you can learn and be trained on the product you are investing in, and last, but certainly not least, a voice back to Microsoft about what your needs are or how they can enhance the product for the next Customer. That is a power-packed, life-saving raft, if you ask me. On behalf of the entire D365UG/AXUG team, I wish you all the success in your future Microsoft Dynamics 365 migration/implementation. Remember, when the seas get rough, hop aboard the D365UG/AXUG life raft, and we’ll ride the waves together! Best wishes,

Heather Williams General Manager, D365UG/AXUG

Q3 2017 | 7

sessions meetings courses

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

events

The Learn & Engage section on www.axug.com and the weekly D365UG/AXUG® Event Guide are your best sources for the latest D365UG/AXUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting D365UG/AXUG event.

www.axugsummit.com

Academy Courses

October 20 AX Budgeting November 10 Introduction to Management Reporter November 17 Advanced Management Reporter December 8 Introduction to Management Reporter December 15 Dynamics 365 (AX7) Financial Reporting

D365UG/AXUG Summit 2017

Chapter Meetings

October 10-13 | Nashville, Tennessee

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

8 | D365UG/AXUG Magazine

Conference Lineup 2018

Make plans to join your peers at these canâ&#x20AC;&#x2122;t-miss Dynamics 365 & AX educational conferences in 2018. Dynamics 365 Tech Conference

Location and dates coming soon. Dynamics 365, AX, & CRM Users

Targeted sessions are led by Microsoft experts to support building and deploying D365 successfully. Attend this conference for the rare opportunity to interact with both peers and Microsoft experts at a deep, technical level. www.d365tech.com

Summit EMEA

April 24-26. Ireland. Dynamics 365, AX, CRM, NAV, & GP Users, Power BI Users User Group Summit is where you join your Dynamics 365 & AX User Group to take part in electrifying general sessions, essential peer-to-peer knowledge exchanges, product insight forums, and authentic networking opportunities. Same great Summit but based in Europe. www.summitemea.com

Focus

Location and dates coming soon. Focus is the conference to attend for concentrated learning through 90-minute, deep-dive sessions presented by industry experts. Sessions are created for advanced users and are longer, allowing for a deeper learning experience. www.ugfocus.com

D365UG/AXUG Summit

October 15-18. Location to be revealed at AXUG Summit Nashville. Dynamics 365, AX, CRM, NAV, & GP Users, Power BI Users The one place where youâ&#x20AC;&#x2122;ll take part in general sessions, essential knowledge exchanges, product insight forums, and authentic networking opportunities. www.axugsummit.com Interested in showcasing your product & solutions at these conferences? Sponsorship opportunities are available. Send inquiries to sponsorship@dynamiccommunities.com

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

members welcome to our new members

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

New D365UG/AXUG User Members

AB GUSTAF KÄHR ALPLA Werke Alwin Lehner GmbH & Co KG Altiostar Networks Altria Amy’s Kitchen Argus Machine Co. Ltd. Aromair Atara Biotherapeutics BASi - Bioanalytical Systems, Inc. Bio-techne Build-A-Bear Workshop, Inc. Bunzl Continental Europe Canadian Red Cross CARBOGEN AMCIS Champion Windows Chemtreat Communications International CountryMark Cyclone Mfg Dakine, Inc. Danos DBI Plastics A/S Del Real Foods Empire Today LLC Envision

Adage Technologies Alpha Variance Solutions Avanade Asia Pac Avanade EMEA Avanade US AXerp Solutions BCG Dynamics, LLC

Evidera Farmers Telephone Cooperative, Inc. Flexaust GFS Chemicals GreenWood Resources Grupo Proyeccta Hammacher Schlemmer Hanna Andersson Harken, Inc. Harmonic Drive LLC Hill and Smith Limited HOFOR A/S Indevcoplastics Innospec Inc. Inolex Chemical Co. Insulet Corporation Interactive International Rescue Committee Intouch Solutions Inc. Isam ehf. Joel Baines JP Lamborn Co KUKA Systems LaForce, Inc Leggett & Platt, Inc. Lekolar AB LifeWay Christian Resources

Beyond Impact 2.0, LLC BOARD Americas Brandon Ahmad Cegeka Business Solutions Critical Path Training Don Riggs Hartman Consulting

10 | D365UG/AXUG Magazine

LRAD Corporation Malco Products MEC (Mountain Equipment Co-op) Microsemi Noble Foods Limited Northrop Grumman Corporation Nutrabolt Omnia Group (PTY) LTD Ortec, Inc. Oscar Winski Company, Inc OSI Systems, Inc. Oticon Pågen AB Palm Beach Atlantic University Permobil Phenomenex Phoenix Color Plains Midstream Canada Premier Designs Proto Labs, Inc. PSM Healthcare Trading as API Consumer Brands Rahr Corporation Raven Industries, Inc. Ridley Corporation Ltd

iStone JE Williams Kemnor Consulting AB KnowledgeLake LexisNexis Maginus Software Solutions Ltd Medius Software inc.

Samtec Inc. Samuel, Son & Co., Limited SCF Arizona Sevan Multi-Site Solutions, LLC Sherry-Lehmann, Inc Simmons & Simmons LLP Simon Li Funiture SL Power Electronics Sonic Healthcare Ltd Steel Dynamics Roanoke Bar Division Sugar Creek Packing Co TASER International Terberg Group Texas Roadhouse Thorlabs Inc. Tradewind Energy, Inc University Physicians, Inc Utility Trailer Mfg Co Verstraete in mould labels VT Miltope Wiese USA, Inc Woodland Foods WSP

New D365UG/AXUG Partner Members

Palette Software Rubal Professional Services Limited Shift4 Corporation SIS (Strategic Industry Solutions) Vertex

Meet one of our newest Members...

Goodwill of Central & Southern Indiana operates a thriving retail enterprise with more than 70 locations as well as a multi-million dollar B2B packaging, manufacturing, and assembly division, Goodwill Commercial Services. The revenue generated through these successful operations allows Goodwill to empower thousands of Hoosiers to change their lives by increasing their independence and reaching their potential through education, health, and employment. One of the largest not-for-profit organizations in the region, Goodwill has been widely recognized for social innovation and business excellence. Learn more at goodwillindy.org. “I love my membership!” says Jessica Blair Murphy, master planner for Goodwill Commercial Services. “It is a great way to troubleshoot some of the daily issues you run into by using the greatest resources: Us! I have really expanded my knowledge with the help of the forums, webinars, and networking.” D365UG/AXUG

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

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“We recently took a tour of the Hargrove facilities, including our manufacturing and warehousing where we prepare and produce the Democratic convention and presidential inaugurals.”

Chapter

HIGHLIGHTS

12 | D365UG/AXUG Magazine

ne w s

Chapter of the Quarter

BALTIMORE/DC Chapter Leader

Barr Snyderwine

Director, Hargrove

The Baltimore/DC chapter has been chosen as the Chapter of the Quarter for the Q3 issue! Barr Snyderwine, chapter leader and director for Hargrove, like his fellow leaders, truly enjoys meeting and networking with Microsoft Dynamics 365 and Microsoft Dynamics AX Users. “We recently took a tour of the Hargrove facilities, including our manufacturing and warehousing where we prepare and produce the Democratic convention and presidential inaugurals,” says Barr. “Each meeting has been lively with great discussion about Microsoft Dynamics 365 and Microsoft Dynamics AX and implementations.” If you’re in the area, the December 2017 meeting will likely be focused on closing the books for year-end, something that seems so distant but will be here before we know it.

» This group pulls in Users from both Baltimore and Washington, D.C.

» Look for details for a meet up at D365UG/AXUG® Summit in Nashville!

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

news

c h a p t e r

» Group photos coming at the next meeting.

ne w s

Chapter Leadership Team of the Quarter

SWEDEN

Chapter Leader

Babak Eblaghian

CTO, SweDeltaco AB

Congrats to the leaders of the Sweden chapter! They have been chosen as the Chapter Leadership Team of the Quarter for the Q3 issue. This group of more than 120 Members is led by chapter leader Babak Eblaghian, CTO of SweDeltaco AB. Meeting new people and getting feedback that Members actually learned something and enjoyed the chapter meetings is what Babak enjoys most about leading the Sweden chapter. “Our spring meeting was one of the best due to the sheer amount of positive feedback we received afterward,” says Babak. “That and the number of connections that were made between the attendees mean that the mix of topics managed to get new and a good mix of people from different companies to attend the meeting.” The October 2017 meeting will be very detailed and divided into three major sections: Breakout sessions about Lifecycle Services, Management Reporter, and various other topics, lunch, then roundtable discussions with fixed groups. Sounds like a productive day!

» This chapter pulls in 60 to 70 Members a quarter with 120 Members on the roster. Way to go, Sweden chapter!

“Our spring meeting was one of the best due to the sheer amount of positive feedback we received afterward.”

HIGHLIGHTS

Chapter

Q3 2017 | 13

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

MEMBER PROFILE

Humans of

MEMBER Daniel Perkins

What is the number one reason another Microsoft Dynamics 365 and Microsoft Dynamics AX User should join D365UG/ AXUGÂ®?

COMPANY Shaefer Systems International

To get to know other Microsoft Dynamics 365 and Microsoft Dynamics AX Users.

JOB ROLE Corporate IT Manager

MEMBER SINCE 2015

VOLUNTEER PROFILE D365UG/AXUG Chapters

14 | D365UG/AXUG Magazine

What will others in your job role gain from being a Member of D365UG/AXUG?

The collective knowledge of dozens of system administrators and IT folks who have learned to optimize the solution.

Describe a scenario in which you provided support to another D365UG/AXUG Member.

Collaboration at chapter meetings working through performance issues.

Ocean or mountains?

Ocean.

Sweet or salty?

Why not both?

Membership Committee

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

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16 | D365UG/AXUG Magazine

story by GG Rowe, D365UG/AXUG® User Member pgrading to Microsoft Dynamics 365, as with any upgrade, takes preparation and planning. Let’s break it down into four components: Documentation, Investigation, Regroup, and Testing. (See what I did there? DIRT.)

Documentation – Gather the following

Microsoft Releases There are cumulative documents, as well as version-specific documents and documents on specific features. Here are a few links to get you started: »» Microsoft Dynamics AX 2012 Cumulative Document https://technet.microsoft.com/en-us/library/dn527205.aspx »» Documents by Microsoft Dynamics AX 2012 version https://technet.microsoft.com/en-us/library/dn527180.aspx »» What’s new in Microsoft Dynamics 365 https://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx »» Microsoft has also introduced a wiki help site https://docs.microsoft.com/en-us/dynamics365/operations Business Process This can be in the form of flow diagrams or narratives. It is important to document the steps, with particular notation to processes within Microsoft Dynamics AX. Customizations Create a list of all custom development from your implementation Partner, ISVs, and those done internally. You’ll want to keep these in mind when you review the Microsoft release documentation.

Investigation – Research, compare, and experiment Review the Microsoft release documentation to see if there are any new features, changes, or bug fixes that might affect your business process flows. Create functional regression test scripts using your business process documentation, and include validation steps for all customizations and integrations. Bring up a Dynamics 365 environment. Review standard functionality, particularly those areas where you have customized. You may find there are customizations that are no longer needed.

Regroup – Convene your project team If you can regroup your original implementation team, that can help with synergy. A fresh team can provide some new insights. Either way, the team should be made up of your company’s subject matter experts as well as those who use the application on a regular basis. Contact your ISVs and implementation Partners to get compatible Dynamics 365 models. If you are going to use any third party resources, start discussing availability so that you can begin to build a project timeline.

Testing – Plan for unit testing, regression testing, and upgrade script testing When planning your project, you should include several different types of testing. There is an entire upgrade process that needs to occur that will likely include upgrades to various layers of the infrastructure (including database, AOS, BI, and report servers). This will need to be tested from a technical perspective. Once the technical team feels they have built the Dynamics 365 environment, the functional team needs to test. Obviously you need to test anything that is changing – but what do you do when it feels like everything is changing? Start with reviewing unit testing basic functions, customizations, and point-to-point integrations. Check with the technical team on what to test due to infrastructure changes. For example, if you are using remote desktop services, you should add to your testing regimen scenarios where Microsoft Dynamics AX reaches out to another application or service to complete an operation. Exporting to Microsoft Excel and printing are two simple examples. Your IT DBA will be your best resource to determine what should be added. Then plan to use the functional regression test scripts built per your business processes, adding any specifics due to infrastructure changes. Plan to run through your functional regression test scripts after each of the technical upgrades is completed. Also plan for multiple correction cycles and retesting. There will be retesting after code updates as well as with technical upgrade script changes. Develop your overall project plan, pull your project team together, and get started! D365UG/AXUG GG Rowe is the IT applications manager and project manager for Planar Systems, a Leyard company. Want to talk about release and upgrade plans? Contact GG at GG.rowe@planar.com. Q3 2017 | 17

t&t

TIPS & TRICKS

Creating Meaningful Visuals in Microsoft Power BI by Belinda Allen, Partner Member

he more we learn about Microsoft Power BI, the more we want to build reports that help us run our businesses better. We want reports that point out what needs our focus and attention to improve our success, AND we want to know where we can capitalize on what is working right for us. Selecting the right visual and formatting (the visual) are essential for improving the value of any dashboard/report. Let’s review how we can make a few visuals more meaningful and eye-catching; not just to make them prettier, but to make them easier to read and more powerful.

Avoid the Pie I’m not saying this as part of my perpetual diet plan. Pie charts may look cool, but it’s very hard to get a good visual. In the following two images, I put a red square around the same three pieces of data. The pie makes it difficult to tell which of the three is the largest and which is the smallest. The clustered column chart next to it makes it much easier.

By default, the clustered column chart will appear with all green columns. To edit the colors, select the clustered column chart visual and open formatting on the Visualizations pane. Open the Data Colors area, and change Show all to On. Change each individual color to whatever you want them to be.

18 | D365UG/AXUG Magazine

Take a Card Sometimes the best visual is simply a number. Often while presenting, I talk about the feature that newer vehicles have that show you the number of miles you can travel with your current amount of gas, at your current rate of consumption. I love seeing that I can travel 71 miles rather than thinking, “I have two bars left, an 11.9-gallon tank, and I usually get 42 miles a gallon.” I have a Hybrid, which means I get great gas mileage, but I still cannot do that kind of math in my head while driving! So, show me a single number. FYI: This type of visual can be seen in Power BI on the Apple Watch. I can literally see my bank balance

every morning on my watch! When the card visual is selected, the default is for the number to round automatically, as you see above. However, when I am looking at something like my customer balance, I want to see the actual, unrounded amount. To display the amount with no rounding, select the visual and open formatting on the Visualizations pane. Open the Data Label area and change Display from Auto to None.

Under One Condition If you are like me, you love playing with conditional formatting in Microsoft Excel. Power BI has conditional formatting as well. Below is a simple table in the Power BI Desktop. This visual shows my customer list and the balance of each customer. I use conditional formatting to help see the higher balances in green, the lowest in red, and everything in the middle as yellow, with shade variations of these colors for the amounts in-between. How did I do this?

Where in the World? To set conditional formatting, select the visual and click on the drop-down arrow for the amount field for which you want to apply conditional formatting; select Conditional formatting.

In the Conditional formatting window that opens, select the color for the Lowest value and the Highest value. If you want a middle color, select the Diverging box and select the Middle value. Click OK.

When using the map visual, you can use data that is either a full or partial address, or you can use longitude and latitude. Obviously, longitude and latitude will provide the most accurate map plotting, but the address works well, too. It is, however, a good idea to define which part of the geographical data a field represents. This can be done with data modeling right in the Power BI Desktop. Open the data view by clicking on the data icon on the pane on the far-left side of the Power BI Desktop. If you have more than one data source, select the source with the geographical fields on the right so that the data set appears on the canvas in the middle. In my case, I’ll define the street address, city, state, zip code, and country. I’ll start with the street address by clicking on the field, highlighting the entire column. I’ll click on the Modeling tab, select Data Category, and choose the field Address. I’ll repeat these steps for city, state, zip code, and country. Q3 2017 | 19

Summary This article outlines a few minor tweaks to help make your visuals better. Better visuals, that are easier to read, mean better information. And better information means more success for you! Consider joining the Microsoft Power BI User Group to increase the value you currently receive from your membership. Visit www.pbiusergroup.com to sign up for free! D365UG/AXUG Youâ&#x20AC;&#x2122;ll notice that all my geography fields now have a globe next to the field in the field list, indicating that they have been categorized as a geographical field, making them much more accurate on map visuals.

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Belinda Allen, Microsoft MVP, is business intelligence program manager for PowerGP Online/Njevity, Inc. She can be reached at Ballen@njevity.com.

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R O S

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E F S S N E W O O M G C Y

F W E N E B O W E

L A T

Partners

K O L O D Y N R

T U D

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Microsoft Dynamics 365

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Members

Microsoft Dynamics AX

I W O N B D E

Kelly Kane

M E M R

E A R C

T A V A N A D E

M O U M N Z D

N D U N B D E A S O S N M M E

B D U S

D R N O P

B E S P O W E

A H M E M U N E W R G E U R N E

3 U K

K A N E

Customizations

N U M M O C A M E U M B 5

C R O P T

Becky Newell

P O S

F O S O R

Wonder Women

Q3 2017 | 21

topic 3

...with D365UG/AXUG Members We reached out to a few D365UG/AXUG® Members and asked them to share their best piece of advice for someone planning an upgrade to Microsoft Dynamics 365. Here’s what they had to say.

1 2

Brian Millsap Sr. Vice President & Chief Information Officer Hampton Products International Corp Bmillsap@hamptonproducts.com Implement Office 365 first; you’ll gain valuable experience and integration benefits.

Howard Shen IT Manager Hampton Products International Hshen@hamptonproducts.com Spin up an instance with demo data and play with it first. It is cheap and the best way to learn the new system. 22 | D365UG/AXUG Magazine

3 4

Jason Valentine Manager of Business Systems Amtrol, Inc. Jvalentine@amtrol.com Get your core team involved early. There are a lot of working parts in an upgrade, so the more everyone knows, the better.

Lindsay E. Garcia Magpul Industries Lgarcia@magpul.com Go to conferences (Tech and Summit) to learn everything you can about the new version, evaluate all of your ISVs’ Dynamics 365 path and code before starting, join Microsoft’s Fast Track program, and listen to their tech talks.

Red Maple

feature

24 | D365UG/AXUG Magazine

IN THE RAPIDLY CHANGING WORLD OF MICROSOFT DYNAMICS 365

RESOURCES

story by Kelly Kane, D365UG/AXUG® User Member hen planning for an upgrade or a new implementation of Dynamics 365, most Users will try to find as much information as they can about the product they are planning on using. The Dynamics 365 landscape is currently changing at a rapid pace with new developments being presented to the public approximately every two weeks. It can be exhausting trying to keep up with this ever-changing product! In addition to new updates coming every two weeks, the name of the product seems to be evolving just as rapidly. The new product name is Microsoft Dynamics for Finance and Operations (not one or the other, now) and then there are two editions: Enterprise and Business (aka SMB). This whirlwind of change can be overwhelming and seem impossible with which to keep up. Now, in addition to the basic changes, there are new licensing requirements, choices between cloud, local business data, and a cloud plus edge hybrid environment. Then, amidst all this new information, there seems to be a hodgepodge of misinformation out there as well. There are a lot of details to dig into, and it is hard to know what is real and what is not. The big question then becomes: How do we, as Users, keep up, and how do we know where to get the best information?

Rely on Your Partner

One of your biggest assets during this massively confusing time of change in our ERP ecosystem is your Microsoft Dynamics AX implementation and/ or support Partner. Often, they will sift through the information and put together newsletters, webinars, and/or blog posts for their Customers with only the most pertinent information. They have been through this before, and they are seasoned veterans. They’ve watched the product grow from early iterations of Microsoft Dynamics AX 3.0 and 4.0 to 2009, 2012, and now Dynamics 365. They understand that Microsoft still sees this ERP as a constant work in progress, and they are willing to adapt to this process to remain relevant. While it is definitely in our best interest as Customers to stay well-informed about this product, it is our Partners’ jobs to stay up to date, and they do this with the expectation that their Customers will rely on them for the best, most up-todate information.

2 Microsoft

Microsoft has provided a Dynamics 365 roadmap that can be accessed at https:// roadmap.dynamics.com. This provides the most up-to-date information on our ERP product as Microsoft publishes it. There is a ton of great information on this site; however, that is its downfall as well. There is so much information available that it can feel like information overload. Unless you are looking for something very specific, you can fall deep into this chasm of information and easily get overwhelmed. Microsoft did a great job separating information into categories such as What’s New, In Development, and Previously Released. There are tabs that separate each functionality within the above categories that are especially helpful in paring down this information. If you go there for a casual read, you may find that you’ve bitten off more than you intended to chew. However, if you are looking for specific functionality and whether it’s been released or in development, then this is the place for you.

The Community

I say this one with a bit of trepidation as there is some misinformation within the community. Most people have good intentions; however there are people who don’t always post the most reliable information. On the flip side though, there are people who live and breathe Microsoft Dynamics AX/Dynamics 365. These are the people that are easily recognized as experts among their peers. One group of individuals within the community who stand out as the authority in the Dynamics 365 landscape are Microsoft MVPs. Microsoft MVPs are often on the forefront of any new development or change because they are given insider knowledge from Microsoft about the direction of the product. Although MVPs may have this knowledge in advance, don’t think that you can get an inside scoop from them. MVPs have a signed NDA to not discuss anything they have learned until it has been disclosed by Microsoft to the community. However, once they are given the green light to share, they love dispensing their knowledge to others. You can often find blogs, podcasts, or even forum posts from MVPs sharing the knowledge they have accumulated. MVPs are awarded the MVP Award from Microsoft because they do regularly share their knowledge and are seen as experts in their fields. There are plenty of people in the community who provide great information and are seen as experts. If you find members of the community who are seen as trustworthy and who can back up what they are saying with data and can cite their sources (MVPs included), then you have found a good authority on the subject.

D365UG/AXUG

Because of your membership in D365UG/AXUG®, you are often on the forefront of new announcements to the community as well. As a Member of the User group, you can attend town hall meetings where Microsoft shares their latest and greatest developments, watch webinars by experts in the field, and attend product-specific conferences. Your User group membership will help you stay abreast of any changes to the Dynamics 365 landscape, and the staff at the User group works closely with Microsoft to communicate relevant information on a timely basis to its Members. Because of its widespread reach, D365UG/AXUG is a great place for Microsoft to disseminate information, and it is often the first place Microsoft turns to when making an announcement that affects their User community. Microsoft often turns to the User groups as well for feedback and guidance on upcoming and proposed changes to their products. This is an exciting time to be a part of the User group. Having the ability to help define future product developments of the ERP system that you are using, along with being able to provide feedback to Microsoft, makes membership in D365UG/AXUG a great tool – as long as you are willing to use it.

Conclusion While it may seem overwhelming at first glance, there are a great number of resources available to help Users make sense of all the changes that are occurring so rapidly. At the end of the day, we are all using this product, and we all have a need to know what is coming down the line, whether it is for an upgrade of your existing ERP or a new implementation. So, regardless of what Microsoft calls it, we as Users know that we have a vast library of resources at our disposal. These resources are there to help us understand and empower us, as Users, to help the product grow into exactly what we need it to be. D365UG/AXUG Kelly Kane, manager of information systems at Algood Food Company, is a Microsoft Dynamics AX guru in her company who tries to stay up to date with her knowledge and relies on several different resources to do so. Kelly is planning a Dynamics 365 upgrade for Algood soon. Kelly’s involvement in the User group has been a valuable resource for her, and she encourages all Users to reach out in any way they can to become more involved. Q3 2017 | 25

t&t

TIPS & TRICKS

The URL Parameters by Fredrik Sætre, D365UG/AXUG® Partner Member

he awesomeness of the HTML5 client is apparent, but it might be even clearer if you know a bit on how the URL parameters work as well. These can be used to further enhance your User experience and extend the usage of the web client. URL parameters are additional commands you can include in the URL, and they can be used to affect the way the web application works. They are placed at the end of the URL string after the ? (question mark) character, and each parameter is separated by an & (ampersand) character. The parameter can be given an attribute or value, and that is separated by the = (equal) character. The structure is like so: https://site.domain.com/page.format?parameter1=attribute&para meter2=value... Let’s dive in! cmp=[legal entity] You can set a default company that the User defaults to at User Options > Preferences > Startup > Company. Use this URL parameter to override this and directly access a legal entity. If you use many companies, it will be easy to create shortcuts for each company for quick access. NOTE: This parameter is visualized by default in the URL. lng=[language] You can set a default User language under User Options > Preferences > Language and Country/Region preferences > Language. However, if you like to open the solution in another language, use this URL parameter. This is great if you’re doing User training and support, work with different companies in their native languages, or if you are doing a demo. mi=[menuItem] Use this to go directly to any of the forms in the solution. Based on your User settings, you either go to DefaultDashboard, SystemAdministrationWorkspace, EssentialsDashboard, or HcmEmployeeSelfServiceWorkspace. NOTE: This parameter is visualized by default in the URL, and it is easy to copy it for future use. hideSplash=true Want to skip the splash screen? Use that. It looks like it shaves of a millisecond or two, so it isn’t that much faster. It does, however, look slightly cleaner from my standpoint. 26 | D365UG/AXUG Magazine

theme=[ThemeID]

The theme ID is the number of the color palette given in the User setup. This is awesome when combined with the “cmp” URL parameter. It gives you a sense of what company you’ve launched, but be aware that you can change companies at any time. limitednav=true If you’re afraid you might accidentally navigate to a form you shouldn’t be in, you can use the “limitednav” URL parameter to minimize this risk. This parameter takes all navigation possibilities away. density={21,30} Working on both tablet and on a computer? There are two different types of grid density in the solution, high(21) and low(30). Select your pixel density by using this URL parameter. This is the same as selecting a different grid density in the User options. Example: &density=21 is best suited for desktop and &density=30 is best suited for tablet/touch. prt=[partitionID] If you have a solution that is partitioned, you can use this to quickly go to the right one. The feature is deprecated, but it still works. For instance, the Contoso database public sector partition can be accessed by writing: prt=ps. You can get an overview of the partition by entering f=PartitionAdministration (replacing the mi parameter). Note that partitions have their own User access, so you would initially access it with the system master User. Thanks to Ievgen Miroshnikov for pointing this out. f=[formName] Some forms don’t have menu items. Like “SysTableBrowser” *, “jmgClock”, “WHSWorkExecute”, and “jmgWorkPlanner”. These are some forms that are in the system, but they aren’t accessible through the menus. This replaces the “mi” parameter. * This requires you to also use the parameter tableName=[TableID] q=[queryString] If you activate the “URL manipulation” parameter under your User settings

> Preferences, you’ll find that when doing a filter or record lookup, you’ll get a query string directly in your URL. I assume that this is the query string that is created by the deep links generator. This is described in the Operations Wiki: https://ax.help.dynamics.com/en/wiki/how-to-create-and-use-deep-links/ Mode={trial,mobile} The mode selector does access features that you might otherwise not have access to. The “trial” attribute starts a trial experience, and the “mobile” attribute gives the User access to the mobile application builder feature.

debug=develop This gives you the opportunity to debug the application directly in the web client. It gives you a little indicator right next to the legal entity (company) selector on the top menu bar, and clicking it gives you details on the client performance. D365UG/AXUG Fredrik Sætre is a Microsoft Dynamics AX MVP and Microsoft Dynamics application consultant at Axdata. He can be reached at Fresat@axdata.no.

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Q3 2017 | 27

NAME THAT PHOTO

CONTEST

The D365UG/AXUG Summit EMEA attendees are deep in thought! What might be the topic of their discussion?

Q1 2017 CONTEST WINNER Tim Shelton That huge monitor wasn’t level. Just look!

28 | D365UG/AXUG Magazine

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

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

TRENDING TOPICS

he D365UG/AXUG® Open Forum is a great place on the D365UG/AXUG website for sharing best practices, tips and tricks, and general knowledge with others. It’s also a place to post questions and get answers from other Microsoft Dynamics AX/Dynamics 365 Users. The D365UG/AXUG online community has more than 15,900 discussion posts. Below are two recent topics that garnered much discussion. Check them out, and then take a moment to share your opinion, answer someone’s question, and/or post your own question (or quick tip that helps you be more efficient).

Help! Production Order/MRP Issue AX 2012 R2

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

Default Unit of Measure for Sales Order Picking on Mobile Device

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

IT’S EASY TO POST A QUESTION OR A RESPONSE...

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

Q3 2017 | 29

Microsoft Showcase

Joris de Gruyter Senior Software Development Engineer

f MVP status is on your bucket list, Joris de Gruyter is a great person to talk to. Joris’ road to MVP status came through consistent and thoughtful blogging around Microsoft Dynamics AX 2012, and now he serves the Microsoft Dynamics AX/Microsoft Dynamics 365 community from the other side, as a senior software development engineer at Microsoft.

D365UG/AXUG®: You were an MVP for three years prior to joining the R&D team at Microsoft. Tell us the story of how you became an MVP. Joris de Gruyter (JG): I received MVP status in 2012, but you technically get it for contributions made during the year prior. At that time, I was mainly blogging about Microsoft Dynamics AX 2012 as it had just been released. I remember blogging like crazy about all the new features as I’d been part of the beta program while working for a Customer. I tried to publish one blog a week, and I also stayed active answering questions on the public forums, and that’s what got me on the radar of the MVP program.

D365UG/AXUG: What happened once you were on their radar? JG: I’m not sure who nominated me, maybe one of my Customers. On the MVP website, you can name somebody and link to their website. You are then reviewed by a committee of Microsoft team members. If you seem like a good candidate, they contact you and ask for your community contributions, which are then sent back to an internal committee. And then you wait. It’s agonizing after you’ve sent all your stuff in.

30 | D365UG/AXUG Magazine D365UG/AXUG: (laughs) I’ll bet! JG: The renewal process is like that as well. The same thing happens, though now much of it is automated as far as the number of posts you make on Microsoft forums, but they still ask, and then you wait and see if you’ll get an email that you’ve been renewed.

D365UG/AXUG: When you first started blogging, did you start out with a goal in mind, or was it just to remember what you were experiencing in the beta program? JG: Kind of both. Before the release of Microsoft Dynamics AX 2012, we had a Microsoft Dynamics AX Technical Conference, and I was asked a lot of questions as I wrote hands-on labs for the event. I remember thinking that I knew I’d seen that answer somewhere, but I couldn’t remember where. At that time, I blogged so I could remember answers to the questions I was asked. I also wanted the blog to be very precise and specific. There weren’t many Microsoft Dynamics AX blogs at that time, and the ones that were around were very high level. I wanted to make sure my blogs were at a deep level, and that if you followed instructions from the beginning to the end, that it was completely accurate.

D365UG/AXUG: I can imagine. Do you still blog now that you work for Microsoft? JG: Yes, maybe once every two months or so. The amount of time to write, specifically because I want it to be perfect, takes time. When you start documenting code, it’s easy to add it into the blog, but I like to start from the beginning to make sure it flows and is accurate. Right now, I just don’t have the time to maintain

it the way I wish. I’ve been asked by people to continue writing since my blog is on Microsoft Dynamics AX 2012, but Microsoft Dynamics 365 is what I do now. D365UG/AXUG: Have you thought about recording the steps in a video to save some time? JG: I thought about that, but then you lose the quick reference of finding a specific spot or the accuracy thing that I put in my blogs, even though videos might be easier. However, I personally don’t really like videos. D365UG/AXUG: From a following perspective? JG: Right, for coding you need to read it. You can’t really skip through a video and still get all of it. D365UG/AXUG: What advice do you have for an aspiring MVP? JG: One thing I focused on was the forums. When you see a question posted, instead of answering it there, you might consider answering the question in a blog post, and then posting the link to your blog as a reply to the question. This drives traffic to your blog as well as builds your profile so people in the community get to know you. You can type an answer and a few people see it, or you can post a blog and show the world. D365UG/AXUG: That’s an excellent point. How did you stay disciplined with writing? A week passes quickly when you have a deadline. JG: I didn’t put it in my calendar, but in the beginning when I was trying to drive traffic, I noticed that if I blogged on a Sunday night, it didn’t get much traction. The middle of the week was more popular, so I got into that rhythm. If an idea came to me, I added it in a OneNote so I didn’t lose the idea. When I used to travel a lot, I would go through the paragraphs or notes and expand upon it as I went along. Then if I was out of material, I could go back to my OneNote, add some screenshots, and then I’d have content. D365UG/AXUG: Sounds similar to working out and building that routine. JG: Good analogy, very similar. You have these months where you’re very productive and others where you fall off the wagon. D365UG/AXUG: Back to the advice. Are there any untapped resources for Microsoft Dynamics AX 2012 or Dynamics 365? JG: For 2012, if you want to divide between functional and technical, there are a lot of functional questions. For example, ask about

posting an invoice from code as there has never been Microsoft documentation per say on the functional level. As far as Dynamics 365 goes, there is not a lack of anything to write about. We have a document repository, www.docs.microsoft.com, where you can see what has been shared by Microsoft. A lot more things are getting updated on our side, but there is so much that can come from the community. Since the product is getting updated each month, there is no lack of material. If you follow the forums, you will get a good idea of what people are still struggling with and where the questions are. D365UG/AXUG: Was it difficult to shift your mindset from “working in” to “working on” when you started at Microsoft? JG: Yes and no. Part of the reason I wanted to make the move was that I worked in the Partner world for a decade. You go into Customers’ organizations and see the same issue and share with them how to fix it. I looked forward to being part of the team that could fix the problem and fix it for everybody. The one thing I had to get used to – I expected it but still had to get used to it – is that I have a better appreciation of what is happening behind the scenes and why certain things take a long time to fix and how in broad strokes, the organization works. But I also have the hindsight to be able to share with my team what Partners and Customers think when things take too long to be remedied. It’s good to have both of those perspectives. D365UG/AXUG: That’s a great way to look at it. Is there anything else you’d like to share with our readers? JG: We could use more MVPs. I really encourage people to blog and participate in the forums, especially the forums as the MVP criteria has changed in the last year, putting a bigger focus on real community types of things such as the forums and D365UG/AXUG, not all just on the blogging. D365UG/AXUG has a real opportunity, especially with how Microsoft approaches conferences. I encourage people to get involved, and MVP recognition may flow out of it. The pool has gotten smaller as a few of us have been hired by Microsoft, but it’s a give-and-take thing. You get insight and information before it’s released, and in return, Microsoft likes to get early feedback and have people tell them these things. I loved being part of the MVP program, and I’m happy to be part of it from the other side now. We hope to see more MVPs across the world. D365UG/AXUG

Q3 2017 | 31

feature

Keys

story by Andrew Lencsak, D365UG/AXUG® Partner Member

ne of the questions you often hear leading up to a Microsoft Dynamics AX or any other type of ERP or CRM implementation is this: What are the critical success factors? Recently at AXUG Focus in St. Louis, this question came up organically during a roundtable session on how to pick your Partner. Much of what Users and Partners mentioned aligns with the keys to having a successful project. I thought I’d share what I consider to be critical factors for an implementation.

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Successful

to a

ERP

Implementation Set clear expectations.

Take ownership of the project.

Define clear requirements.

Get key stakeholders involved early.

Define your change management process early.

6 Look for a Partner with experience in your industry.

Limit customizations and complexity where possible.

Without having a clear goal, and clearly defined roles for who is responsible for what, you will always be chasing a moving target. Establish up front what the expectations are of both your internal project team and your Partners, whether that’s the number of hours they need to commit, how to track progress, or any other things you need to maintain. »» Along the same lines, you need to define the scope of the project clearly and keep it documented. As Partners, we are here to guide companies on how to use the software as well as training, best practices, and building a solution. However, if your subject matter experts (SMEs) and implementation team don’t take time to learn the system and apply their business knowledge to helping the Partner build a solution that makes sense for your company, you will never have success. »» The SMEs should have the authority to make decisions for their departments as well as the mindset to make decisions on a global process, if necessary. You need to be very specific in what it is you need to do when processing transactions and accessing information and reports. Terminology is different between competing software and industries, so you need to be clear on what it is you want. A requirement that says, “I need an inventory report”, for example, is way too vague. What data is required on this report? Does it need to be run ad hoc, in a batch, should it be in the system, or in a data warehouse? All of this is important to help your Partner show you which tools or processes make the most sense for you.

Get key stakeholders involved early during simulation or testing as they need to sign off on processes in order to proceed to the next stage of the project.

What is the process going to be if a priority requirement comes up that was not in the original scope? What do you do if a new requirement arises based on a system limitation? Without defining how to handle these changes, you can waste a lot of time in unnecessary meetings, which wastes valuable resources as well.

Many Partners specialize in certain verticals. Maybe some are only experienced in manufacturing companies, and you are a retailer. You need that expertise to have solutions that meet your needs. But don’t be afraid to look to various Partners for specific requirements. You don’t have to limit yourself to one vendor for everything in the implementation.

Saying we have always had this and it needs to be this way is not how you should be going about your business. Look for opportunities to streamline your processes. Don’t build custom reports if the data is already there and is simply in a different format than you are used to. Work with your Partner(s) to learn the new system and your options before you mandate that you need a modification; chances are you have that piece of functionality or report in your current system. This is definitely not an exhaustive list, but hopefully it’s a great start to help your companies know what to think about when approaching an implementation or looking for a Partner or ISV to help you. D365UG/AXUG Andrew Lencsak is AX Planner Guy, as well as a Microsoft Dynamics AX consultant at eBECS. You can read more from the AX Planner Guy at www.axplannerguy.wordpress.com or contact him at Alencsak@ebecs.com. Q3 2017 | 33

t&t

TIPS & TRICKS

Customer Invoicing Workspace in Microsoft Dynamics 365 by Chris Rusing, D365UG/AXUG® Partner Member

ne of the big paradigm shifts from Microsoft Dynamics AX to Dynamics 365 for Operations is the concept of workspaces. Most end Users are used to going into a certain module to complete their tasks. Whether it’s going into accounts payable to enter a vendor invoice or going into accounts receivable to apply a Customer payment to an invoice, this is what we are accustomed to and have been for some time. However, when entering those modules, it can be somewhat overwhelming to try to find the form you need to complete your tasks. Common data, inquiries, periodic functionality, reports, and setup forms are all mixed in there as well. In Dynamics 365, when you first log on you will see all the workspaces (depending on your security role). Instead of going into a module and remembering where to go to complete tasks, these workspaces provide a form to complete all your tasks in one area. For example, the Customer invoicing workspace allows you to manage all your Customer invoices in one form. Let’s jump into Dynamics 365 to take a look at the different functionality available. On the left-hand side of the page, open the Workspaces node and then click Customer invoicing to enter that form. This is the typical home page of the Customer invoicing. As you can see, I have selected the “Shipped but not invoiced sales orders”. From here, I can easily select a sales order and click the Invoice button to invoice that particular sales order.

34 | D365UG/AXUG Magazine

If I click on the “Open Customer invoices” tab, then I will see all the Customer invoices that are open in this legal entity.

I can drill into a specific Customer invoice by clicking on the invoice. Clicking on the invoice again shows me the detail of what this contains. In this example, I can see the sales order associated with this invoice. I could continue drilling down to look into each specific line of the sales order as well. As you can see, there are additional forms available in this workspace that have the potential to be very useful to your business and its Users. Workspaces like Customer invoicing offer convenience above all else. It is a one-stop shop to handle any and all AR invoices. Whether it’s a free text invoice or a sales order invoice, you will have access to address them all from one form. D365UG/AXUG Chris Rusing is a senior consultant at Logan Consulting. He can be reached at Info@loganconsulting.com or 312-345-8817.

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hello@indusa.com Q3 2017 | 35

What’s New on the D365UG/AXUG Website story by Michelle Lowry, Dynamic Communities

’m super excited to announce that we’ve released a new feature on the D365UG/AXUG® website: @mentions! What is an @mention? It’s the ability to tag fellow User group participants in various locations on the website, including discussion posts, blog posts, and comments. Here’s how it works: »» You can initiate an @mention by typing “@”, and then start typing the name of the participant who should be @mentioned. »» As you start typing, you’ll see a list of suggested people to choose from. »» Select the person you’d like to @mention in the list of suggestions by clicking his/her name. • The @mention will become a hyperlink to the @mentioned individual’s community profile and the @mentioned person will receive a real-time email notification.

Another great use for this when responding to a discussion post is to @mention the person who asked the original question. By @mentioning the asker in your response, they’ll receive an email notification letting them know that they’ve been @mentioned, prompting them to check out your response to their question.

A couple notes If the @mentioned person no longer wants to be included in the @mention, the individual can remove the reference to their profile by hovering over the @mention and clicking Remove Reference.

Why is this so cool? Say, for example, that I’m reading a thread and think that @ Heather Williams, D365UG/AXUG general manager, would have some insight she could share about the topic. I could @mention Heather in my discussion reply, and she would receive an email notification that she was mentioned in my post, prompting her to view and participate in the thread.

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@mention functionality is currently compatible with Chrome, Firefox, Edge, Safari, and the mobile view of the website. In the future, we plan on making it compatible with Internet Explorer 11. Now…who’s excited about this new feature? I know I am! D365UG/AXUG

VisiAnalytics

WEBINAR

SPEED

READ

Configuring Buttons In the left-hand navigation pane, click the Navigate button at the bottom and then Navigation pane options to customize what you want to see and how you see it by selecting the task-related checkboxes that make the most sense for your role. You can then change the order of the checkboxes you’ve selected to have them show up in a more desired, task-oriented list in your lefthand navigation pane.

Show/Hide Navigation Pane Click the small arrow in the upper-right corner of the navigation pane to collapse or pin open the navigation pane. You can also choose what you see in this top part of the navigation pane – or if you view it at all – by clicking File > View > Show Favorites in Navigation Pane or Auto-Hide Navigation.

Modules

AX for Dummies: Personalizing Your Microsoft Dynamics AX 2012 Workspace If you’re a new User of Microsoft Dynamics AX 2012, you should be taking advantage of the options to personalize forms, menus, or grids. For example, you can hide fields and customize form navigation to best fit your work obligations or work style. You can also modify data grids to contain the information you need.

This Webinar Speed Read is a condensed version of the presentation delivered by Megan McMullen of Junction Solutions and posted online on June 14, 2017. You can view the full webinar at www.axug.com > Learn & Engage > Webinar Recordings > Browse Recordings by Product and Environment > Search by the session name: AX for Dummies: Personalizing Your AX 2012 Workspace. 40 | D365UG/AXUG Magazine

You can add or remove modules in your navigation pane as appropriate for your organization by selecting File > View > Modules. For example, if you do not use Master Planning, you can uncheck the box so it doesn’t show up in your navigation pane.

Opening Forms in Edit Mode If you’re working in a lot of forms and constantly editing things, you can ask Microsoft Dynamics AX to open in Edit mode instead of View mode. Go to File > View > Default Form/View Edit Mode. That way, you don’t have to click Edit every time you go into a form.

Changing Languages You can change the user interface and help language. It’s important to note that this language selection applies to the Microsoft Dynamics AX client, the Enterprise Portal for Microsoft Dynamics AX, and the Excel planning client. Go to File > Tools > Options. You will then see the Language and Alternate help language fields where you can select the language(s) that you would like to use.

Additional Interface Options While we’re in Files > Tools > Options, you have a few additional interface options. A couple things to point out: Autocomplete is a nice tool to keep on, as is Default TAB behavior. You can also specify the Infolog detail level and note if you want to see errors only, errors and warnings, or the default, show all.

Using Favorites Favorites are a great way to create shortcuts to forms. As you add more, you can organize them into groups or folders. If a form includes more than one query, you can include those as well so that it always opens with one of the queries applied. To add/show a favorite, go to File > View > Show Favorites in the navigation pane. As an example, go to Accounts payable > Vendors > All vendors. Right-click on your form, and you’ll see a box to add the form to your favorites. If you right-click on My favorites > Create group, you can add a group under the parent folder and organize your favorites so they’re listed in a specific way. By right-clicking on an option in the navigation menu, you can add it to your favorites as well as decide to which group it should belong. D365UG/AXUG

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

learn

academy corner

Pre-Conference Academy Training

MONDAY, OCTOBER 9 – TUESDAY, OCTOBER 10

Once again, this year’s Summit Pre-Conference Academy session lineup does not disappoint! These instructor-led Academy classes dig deep into targeted topics. We have brought back attendee favorites such as Deep Dive into Power BI 2-Day Workshop, Inventory Costing Setup & Reconciliation, and more.

D365UG/AXUG® Academy Pre-Conference Training courses offer

»» Instructor-led classroom training environment »» Focused content that dives deep into targeted functional areas »» Half, full, and two-day courses…at prices that are considerably lower than traditional in-person classes »» CPE credits for all Academy courses

Classes offered at Summit Nashville through Pre-Conference Academy include

»» Getting Up and Running with Discrete

Manufacturing in AX2012 »» Dynamics 365 for Operations (AX7) Development 2-Day Workshop »» Master Planning in Dynamics AX 2012 »» Deep Dive into Power BI 2-Day Workshop »» AX2012 Security – A How2 Guide

INSTRUCTOR

SPOTLIGHT »» Creating & Utilizing Procurement

Workflows in Dynamics 365 for Operations and Dynamics AX 2012 »» Extending Dynamics AX with PowerApps, Common Data Model and Services »» Power BI for Dynamics AX – Advanced Analytics »» Dynamics 365 for Operations – Financials Workshop

See www.axugsummit.com for a full list of classes.

Catherine McDade Stoneridge Software

Course: Dynamics AX2012 System Admin 2-Day Workshop

Q3 2017 | 41

Partner Showcase

COMPANY eBECS

INTERVIEWEE Stephen Wilson, Chief Marketing Officer (CMO)

WEBSITE www.ebecs.com

HEADQUARTERS United Kingdom

PHONE 678-701-5856

EMAIL Swilson@ebecs.com

ESTABLISHED 1999

42 | D365UG/AXUG Magazine

BECS was established in 1999 with the sole objective to deliver a total business solution for their clients. With that vision, they have since been delivering ERP to the manufacturing sector. eBECS learned early on to tailor project delivery by understanding the value from the Customer’s perspective. This morphed into their expertise in lean thinking, or lean manufacturing. eBECS understood Microsoft Dynamics AX to be very well-aligned to the core principles of lean thinking. With a few small code modifications and enhancements, they were able to create what some lean experts would describe as a lean ERP system. This allowed them to enjoy a unique presence in the market, beating out SAP because it was taking decisions away from functions and features versus lean thinking. eBECS came to the U.S. in 2005, and the lean thinking they taught resonated very succinctly because U.S. manufacturers were focused on beating out China prices and other overseas operations. When Microsoft Dynamics CRM came on the scene, eBECS was an early adopter and one of the first Partners to offer both ERP and CRM, quickly understanding the significant value in providing that total solution to a client. Most of their projects included Microsoft Dynamics AX, Microsoft Dynamics CRM, and a wraparound layer of business intelligence (BI). Private cloud was the first experience eBECS had in Azure and was driven by a client’s desire

to make that move. Their eyes were opened with the power of Azure, and eBECS created a practice around the cloud. eBECS embraced portfolio products from Microsoft and significantly invested in enabling their experts to provide that value-add to clients. Stephen Wilson, certified marketing officer at eBECS, says, “We think we are the best choice for Customers and are the most capable of diagnosing and coming back with a variety of options, depending on what that client needs.” eBECS has been named Partner of the Year several times for Microsoft Dynamics. Additionally, the company has received Country Partner of the Year and finalist awards for Microsoft Dynamics CRM and IoT, all of which are coveted recognition categories for Microsoft Dynamics Partners.

D365UG/AXUG®: Because your pedigree is in manufacturing ERP, how does lean thinking and the cloud fit together for those businesses? Stephen Wilson (SW): Lean and the cloud are transformational for a manufacturer. The lean thinking is applied across everything eBECS does and offers to our clients, and that includes the cloud. Transition to the cloud is a significant event, but in the end, it is just a place. Lean is a continuous journey. Lean is the business, and that keeps changing. Manufacturers that stand still are often not going to thrive as much as those that adapt.

“It was eBECS’s own lean functionality that Microsoft had built into Microsoft Dynamics AX 2012. So obviously, as the original developer, no one would know it better. Plus, as might be expected, eBECS had an extensive track record of implementing lean manufacturing within Microsoft Dynamics ERP environments.” Ben Hancock, Head of ERP at Britax (Fort Mill, South Carolina-based group)

D365UG/AXUG: What are the main solutions your clients use to take on that journey? SW: Microsoft Dynamics AX and Microsoft Dynamics NAV (Finance and Operations as seen now in the Dynamics 365 world), Microsoft Dynamics CRM (which is now Microsoft Dynamics 365 and the Customer Engagement modules of Sales Automation, Customer Service, Field Service, Project Service Automation, and Marketing), Azure workloads, PowerApps, and Microsoft Flow. In a nutshell, we understand everything that Microsoft has available and whether that can and should be deployed in a business.

We have also recently become a part of DXC Technology as a strategic alliance affiliate. DXC is a global systems integrator (GSI) that was born out of the merger between CSC and HP. They’ve undergone various acquisitions over the years to include every offering under Microsoft’s umbrella like Office 365, Microsoft Dynamics ERP, and more. eBECS is now a part of that group, and it complements our objective of offering a complete solution for our clients.

D365UG/AXUG: You mentioned Dynamics 365 in your offerings. How has that changed your business this past year? SW: The biggest change has been our approach and optimization on solution delivery. We now see Customers being much more involved in their continuous delivery program than ever before. Our ability to get a company to use and consume the software has significantly improved. That’s a critical change in the economics of software and being able to drive value for the Customer. The more the Customer can use the software, the better we do. If we don’t do a good job, they don’t use their technology. Simple, yet critical. There is no longer a start and stop to an implementation project. It’s much more phased-based working.

D365UG/AXUG: You attended Summit EMEA in Amsterdam this past April. How was that experience for eBECS? SW: It was a very solid event, well-supported by Partners, and another great platform to start building more attendance and membership for the User groups. I met a ton of newer Customers and presented a few manufacturing-focused sessions that were all very well attended. I also attended the leadership event the day before and got a ton out of that. I had great conversations with some very large global companies. I am on the board for AXPACT, which is a global alliance of bestin-country Microsoft Dynamics AX Partners who work together on multi-country implementations. Summit EMEA was the perfect opportunity to hone those relationships and see those Partners face to face.

D365UG/AXUG: What do you have coming up for Users in the next 12 months? SW: They should always look out for the knowledge we’re sharing through webinars. We are really passionate about educating Users about what’s out there. It’s that knowledge leadership that eBECS is very proud to deliver to our Customers.

D365UG/AXUG: What are you looking forward to the most for Summit 2017 in Nashville? SW: Our DNA is around sharing our knowledge. We put a lot of effort into educating. That is what we’re most looking forward to. Educating and diving deep into manufacturing and analytics with Users that experience it daily. D365UG/AXUG

Q3 2017 | 43

feature

44 | D365UG/AXUG Magazine

story by Becky Newell, D365UG/AXUG® Partner Member ll new versions of Microsoft Dynamics AX both scare and delight me. The latest release of Microsoft Dynamics AX, Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is no exception! In this release, the application is entirely browser-based, there is no fat client, which means there isn’t the traditional Microsoft Dynamics AX development environment to get into. All development work for Dynamics 365 is done in Visual Studio (VS). As you might imagine, the migration to VS brings a lot of differences for developers. In this article, we will touch on some of those changes and hopefully jumpstart your learning adventure.

Models

Like Microsoft Dynamics AX 2012, the first thing you do in a Dynamics 365 environment is create a new model. Different from Microsoft Dynamics AX 2012, the dialog for creating a model has been expanded to prompt for a lot more information. In Dynamics 365, when you create a new model, the dialog/wizard for the new model prompts for these things: »» Standard model information, like the model’s name and publisher, along with the layer you want to work in (choose a layer you can access like usr, cus, or var). »» The package you want to work in. Packages are described later in this article. »» The VS operations project you want to create.

VS Project Types When you finish filling out the fields in the model wizard, you click OK and are presented with a second prompt asking you to create a VS project. Your VS project will live inside of the model you just created. There are three Microsoft Dynamics project types that have been added to VS: »» Best Practice Rules – used for writing custom best practices checks for code and metadata. »» Developer Tools Add-in – used for writing utilities to aid the development process. »» Operations Project – main type for building customizations. The wizard for creating a model is asking what name should be given to your operations project. Once the model and project have been created, in VS’s Solution Explorer, you can see the layer and model next to your project name.

Packages As previously mentioned, when you create a model, the wizard also prompts you for the package the model should live in. Packages are comprised of the models, binaries, and any additional files needed to deploy code. Packages are similar in concept to Microsoft Dynamics AX 2012 modelstores. The model wizard asks you whether you want to: »» Create a new package »» Select an existing package The choice you make here is important. The first option, “Create a new package,” means you intend to create an extension project. In an extension project, you will be adding new methods, controls, fields, etc. to existing AOT elements along with building completely custom objects. If you want to add or alter existing logic, you will need to do this in a more “additive way” using events that have been added to elements in the AOT. Think of an extension package as something like adding an assembly reference to a project in VS. You want to use the classes in the assembly you’ve referenced; you don’t wish to change their logic. Choosing the second option in the model wizard, “Select an existing package,” means you intend to override or overlayer the existing logic. This is essentially what you did in all previous versions of Microsoft Dynamics AX because there weren’t other options. Think of this option as adding a VS project into an existing VS solution. The VS solution in this case being the existing package that I’m adding my model into. From the two choices of creating a new or selecting an existing package, if possible, you want to choose to create a new package. This option forces you to isolate your changes from the package you are extending which means you won’t run into merge issues whenever you apply hot fixes or code upgrades to the environment. Q3 2017 | 45

AXPP Files Once you get beyond models, project types, and packages, there are other changes to get used to. Files ending in *.axpp are the VS replacement for *.xpo files. To export and import VS projects like what you would do with xpos on Microsoft Dynamics AX 2012: »» In the Solution Explorer, right-click on a project and choose Export project <ProjectName> »» The contents of your project get saved on the hard drive as a file with an extension of *.axpp. • The model the project is created in is saved in the *.axpp file. ■ The model contains the details on which layer the model should exist. • The *.axpp file cannot be read with a text editor. »» To import an *.axpp file, in VS go to the Dynamics 365 menu (a new menu added to VS) and choose Import project. • The project is created in the model and layer that were saved in the *.axpp file. ■ If the model does not exist in the imported environment, it will be generated for you. »» Similar to importing an *.xpo in AX 2012, in Dynamics 365, you can do a compare between the contents of an *.axpp file and the current environment. To compare objects during the import: • When you select Import project, a dialog opens asking you to select the location of the *.axpp file. • Once you have selected the *.axpp file, at the bottom of the dialog there is a Details section. • In the Details section, you can see the objects to be imported. • When viewing the objects, right-click on one of them, and in the Context menu, choose Compare to bring up the Compare window.

Compare Tools For the most part, in Dynamics 365, you will not need to use the compare tools which is a very big difference from Microsoft Dynamics AX 2012. In Dynamics 365, if your project is in an extension package, there are no potential conflicts because your code is entirely new, so a comparison is not necessary. If you are overlaying an existing package or importing an *.axpp that contains objects conflicting with what you have in your environment, you will still need to use the comparison tools. Fortunately, the tools for comparing changes are much better. The largest change in the comparison tools is that they have been split up, so metadata is compared in one tool, and code is compared in a separate compare tool. For example, if you have an overlaying project, in the Solution Explorer, right-click on an object, and you can see the following three options in the context menu: »» Compare Code with Baseline – compares your code to what was shipped in the sys or isv layer. »» Compare and Merge Code – compares your code to what was shipped in the sys or isv layer and allows you to merge the two if there is a conflict. »» Compare Metadata with Baseline – compares the pieces of the element that are not code like the properties or in a form design or the fields on a table with what was shipped in the sys or isv layers. The changes described in this article for the development environment, models, packages, projects, project files, and comparison tools are just a fraction of the total changes. If you are an experienced Microsoft Dynamics AX developer, be patient with yourself. The changes will take some time to get used to. Regardless of your past experience with Microsoft Dynamics AX, if you would like a tour guide to lead you through development in Dynamics 365, D365UG/AXUG® periodically offers live online development courses. You can register for them in the D365UG/AXUG website under the Learn & Engage > Academy Courses. Once you have had some experience with the environment, you will understand why Microsoft moved to VS. This is a huge step forward for the development platform! From now on, Microsoft Dynamics AX developers will get to take advantage of the vast number of truly awesome features in VS, and we will be able to innovate more rapidly than ever before. D365UG/AXUG Becky Newell is co-founder and vice president of development and technical delivery for Stoneridge Software and can be reached at Becky@stoneridgesoftware.com.

46 | D365UG/AXUG Magazine

t&t

TIPS & TRICKS

Self-Service Reporting for Users – Part 2: Use Edit in Grid as Your Reporting Worksheet by Murray Fife, D365UG/AXUG® Microsoft Member

aving Users perform their own reporting has been a dream on both sides of the organization. The IT group doesn’t particularly like creating reports for Users when they could be spending their time on cooler projects, and Users don’t particularly like waiting for IT to create the reports that they need to track the data because it’s never quite what they wanted, and it also takes so long to get (because of the first reason) that it’s usually outdated. If only there was a solution… Well, there is. There are so many tools built into Microsoft Dynamics AX as well as the productivity tools like Excel and Word that enable Users to easily create their own reports themselves without having to get the IT group involved. Everybody wins! Here’s how:

way to have a master reporting form for Users and not clutter up the main list page with the extra fields that they may need to report off. To access the Edit in Grid view within the All Sales Orders view, just click on the Edit in Grid button within the Maintain group of the Sales Order ribbon bar.

Use Edit in Grid as Your Reporting Worksheet Most of the list pages within Microsoft Dynamics AX have a second version which is called the Edit in Grid view. This is a great

This will open a new grid form that shows you a little more information.

Summary Using the Edit in Grid view is like a list page behind the list pages, and it’s great to know that it’s there. You can keep the main list page clean with just the information that you need to find things on a daily basis, but use the Edit in Grid view as your reporting worksheet. D365UG/AXUG Murray Fife is a technical solution professional at Microsoft. He can be reached at Mufife@microsoft.com.

Q3 2017 | 47

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MINUTES VOLUNTEER WITH D365UG/AXUG’S

OF THE QUARTER

Who I’m following on social media right now… Thomas Rhett and all furniture chalk painters. On my desk right now… Two water bottles and sunglasses. My three goals for the rest of 2017… 1. Deploy our AP automation tool. 2. Focus on leadership skills. 3. Get more companies involved in our local D365UG/AXUG® chapter.

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What I do when I’m not at work… Usually workout, walk my dogs with my husband, or go have a drink on a patio! The best advice I ever received… Happiness is a choice, and everything else is a matter of perspective.

Q3 2017 | 49

Microsoft Showcase

Dave Phillips senior premier field engineer ave Phillips, a senior premier field engineer for Microsoft, has been active with D365UG/AXUG® since the time when there were more Microsoft team members at the conferences than Users. We sat down with Dave to reminisce about those days as well as what his team gains from User events now.

D365UG/AXUG: You’ve been at our events from the start. What’s been the most valuable aspect of your User group involvement? Dave Phillips (DP): It’s the exponential growth of knowledge. In the early days, there were a lot of questions but not a lot of answers. If you look at the forums now, there are some really talented people that are answering questions, and they’re doing it all to help the community.

D365UG/AXUG: We’re grateful for the growth of that amazing knowledgebase as well. Have you ever had an “a ha” moment in a session or conversation with a Partner or User? DP: Yes, almost like a dual discovery. After the Navision acquisition and our support team was picking up Axapta (now Microsoft Dynamics 365 for Finance and Operations, Enterprise edition), we constantly had learnings along the way. Just as we’d learn something new from the team in Denmark, we’d turn around and pass that knowledge on during a session and watch the whole group have an “a ha” moment. There were so many of those lightbulb moments in the first five years as we gained

50 | D365UG/AXUG Magazine knowledge and distributed it. It really was a group “a ha” moment.

D365UG/AXUG: Do you still experience that now or is it smaller gains with the product? DP: Smaller gains, but the information is making the rounds much faster. It has a velocity to it now when it comes out on blogs or Yammer. It’s almost like information overload at times because there are so many sources.

D365UG/AXUG: You’ve worked on the manufacturing components of the product for a long time. What can Users expect from your team over the next year? DP: Generally, it’s all about the cloud. We’re watching adoption in other areas, say Dynamics 365 for Retail, and how components there can be applied to manufacturing tools in the cloud. Another thing we’re watching in manufacturing is the fine-tuning that goes along with a project and seeing how project managers and developers work with the product.

D365UG/AXUG: What do you see in regard to Dynamics 365 adoption from the Users with which you engage? DP: Helping Customers extend the value of their existing purchase is important to them, but they’re definitely curious. We still have Customers on Microsoft Dynamics AX 4.0, and when I go out in the field to help them, they’re all basically looking at Dynamics 365 and having to make some tough choices.

Some of them want to stay on-premises and others want to move to the cloud in a big way. They’re either making that journey or they are contemplating that journey.

Paperless AP Processing? No sheets, Sherlock.

D365UG/AXUG: What is the tipping point for those that adopt the cloud? DP: From what I’ve seen, it boils down to the functionality they need and their lifecycle. They look at the technology that has been rolled out or where they’re at in the lifecycle and make decisions based on that. D365UG/AXUG: You also manage the Supply Chain Special Interest Group (SIG). What has been valuable for you from that engagement? DP: It’s been interesting. Part of it is hopping on SIG threads that interest me. I spent many years implementing with Edgewater Fullscope and over the course of years, I’ve developed a broad skillset to draw from. In general, building long-term relationships with Customers that I see year after year and helping them achieve their goals has been incredibly valuable to me. It’s just so cool to see that happen. D365UG/AXUG: We love to see that happen as well. So here’s one for you. After sitting on tons of panels and leading sessions for Users, have you ever been asked a question and you had no idea what the answer was? DP: Once or twice. The thing about having a long history with Microsoft Dynamics AX is that I can comment on most everything. If we go into the dev space or TFS, I’ll punt, but if you understand AX 3.0, chances are you’ll have a good understanding of AX 2012 and Dynamics 365. D365UG/AXUG

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Pitch The Paper Clips | www.metaviewer.com

Q3 2017 | 51

t&t

TIPS & TRICKS

Dynamics 365 for Talent Technical Preview is Here! by Lorrissa Horton, D365UG/AXUG® Microsoft Member

icrosoft Dynamics 365 for Talent takes a holistic approach to attracting, onboarding, and growing your talent. Microsoft announced our new human capital management solution as a new way to drive your business forward in today’s digital landscape in Scott Guthrie’s blog (https://blogs.microsoft.com/ blog/2017/04/24/new-ways-drive-business-forward-todays-digitallandscape) and showcased it at the Microsoft Business Forward event in May. We are excited to announce that Dynamics 365 for Talent – a collection of cloud services empowering more connected, engaging, and intelligent talent experiences – is available for technical preview. Connect the dots between the talent you have, the people you need to meet strategic goals, and top candidates in the market to ensure you always have the best person for the job.

Reimagine your hiring experience Delivering Customer success and outcomes begins with empowered, skilled, and engaged employees. Today’s job market is highly competitive, and talent shortages exist in virtually every industry. Organizations must compete for the best candidates, and making a competitive offer is no longer enough to land top talent. Candidates want to understand the company culture, vision, and mission. And most importantly, they are assessing if your company is the right fit for them. You can no longer land world-class talent without providing a streamlined and compelling hiring experience. Dynamics 365 for Talent empowers organizations of all sizes to connect digitally and professionally with candidates from first contact to offer acceptance and throughout their employee journey. “Chemonics is very excited about Dynamics 365 Talent. It begins to take full advantage of integration with LinkedIn, and is startlingly easy to use. We were able to deploy it within 21 days, and our teams were able to benefit immediately. It closes a key gap in the Dynamics 365 ecosystem and will help us empower our employees around the world to be better informed, more connected, and more productive.” -Eric Reading, Executive Vice President, Chemonics International Inc. 52 | D365UG/AXUG Magazine

Our solution helps organizations shape the candidate impression, simplify the interview scheduling, and increase transparency between the candidate, recruiters, and the hiring team. Often the biggest challenge in the hiring process is coordinating schedules and conducting impactful interviews. Scheduling candidates for interviews – whatever interview style you follow – is cumbersome, and it is even more challenging as schedules change in real time. Dynamics 365 for Talent is integrated with Office 365 to enable hiring managers to quickly set up the right interview team and interact with both the candidate and hiring team’s availability. In addition, integration with Skype provides a more efficient and cost-effective way to conduct interviews with candidates in any location. Mobile experiences ensure that interviewers can rapidly share feedback to shorten the time to fill roles.

Keep candidates engaged Showcasing your corporate culture and creating a good first impression are key to attracting the right candidates. Today, you must provide a transparent and compelling experience to keep candidates engaged and excited throughout the hiring process. A candidate’s recruiting experience is often a major factor when deciding to accept an offer and join a company. With Dynamics 365 for Talent, candidates stay in the loop with a personalized guide that shows their application status, allows submission of interview availability, and provides transparency across the entire hiring process. Candidates now have one reliable place to track their job application.

Set employees up for success Many new hires show up to work their first day excited and ready to make an impact – only to find that nothing is ready for them. They quickly become disengaged as they don’t have the right tools, information, and connections to hit the ground running. Dynamics 365 for Talent helps you create step-bystep onboarding guides for new employees that help them feel

welcome and keep them engaged, even before their first day. Let new employees know what to expect on their first day by giving them clear activities to tackle and by providing contacts or any other resources they may need. “It was really well-thought-out; it made me feel like [my manager] put some time into [my onboarding].” -Emily, Microsoft PowerApps intern Give employees a plan for their first few weeks to help them get up to speed and become impactful quickly. Create connections for your new employee by sharing who is on their team as well as key contacts (such as a mentor) who will help them navigate their new job. With Dynamics 365 for Talent, you can easily provide personalized onboarding that sets new hires up for success while saving time and driving consistency with onboarding templates for different job functions or employee types.

Empower Employees and Managers Microsoft has reimagined traditional human resource experiences to put people at the center of digital transformation. Strategic HR is dependent upon your team having the time to focus on new initiatives and programs that align to business goals. Empower your employees to take full control of their administrative tasks, like requesting vacation and managing their direct deposit. Managers have a single place to gather insight and take actions for their team. Everything from compensation, competency, and leave can be managed for a team in a single place while gaining insights from embedded Power BI reports. Your people get the tools they need to succeed, and you get the people analytics required to simplify processes, facilitate agility, and optimize HR programs.

From transactional to strategic HR When managers and employees take an active role in HR

administration, your HR team can focus on building a culture of empowerment and driving strategic change. All human resource workloads are more easily managed from a centralized location, through optimized experiences. Through the creation of comprehensive workflow checklists, HR can now execute on their strategic plans and optimize HR processes in a way that keeps everyone in the know and on task. Now HR can focus on programs that align to strategic business goals such as culture building, competitive benefits, and compensation packages and leadership development.

One Solution – Integrated and Extensible Dynamics 365 for Talent helps you attract, empower, and optimize your people, along with key integrations to Office 365, best-of-breed service providers, Dynamics 365 for Finance and Operations, and LinkedIn. Dynamics 365 for Talent leverages the common data services platform with built-in extension points for Microsoft Flow, Power BI, and Power Apps. Key integrations to support the overall business* include: »» LinkedIn »» Microsoft Dynamics AX 2012 R3 »» Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition »» Background screening »» Global payroll providers »» ATS providers *available at or shortly after general availability Dynamics 365 for Talent is available for preview now. Sign up today, and be ready to bring out the best in your people! Visit www.microsoft.com/en-us/dynamics365/talent to learn more and sign up. D365UG/AXUG Lorrissa Horton is a group program manager for Microsoft and can be reached at Lorey@microsoft.com.

Q3 2017 | 53

Partner Showcase

COMPANY Avanade

INTERVIEWEE Tom Rosinski, Global Business Applications Leader

WEBSITE www.avanade.com

HEADQUARTERS Seattle, WA

PHONE 206-926-2000

EMAIL Tom.rosinski@avanade.com

ESTABLISHED 2000

DECORATED PARTNER, YEAR AFTER YEAR… » Received Microsoft Dynamics Inner Circle Award for 13 consecutive years.

» Accenture and Avanade have been named the 2017 Microsoft Alliance Systems Integrator (SI) Partner of the Year for the 10th year in a row and 13th time overall.

54 | D365UG/AXUG Magazine

vanade started as a joint venture between Microsoft and Accenture in 2000, offering clients solutions spanning the entire Microsoft stack. In addition to their Microsoft Dynamics CRM and Microsoft Dynamics AX practices, Avanade has more than 30,000 resources in 24 different countries and revenues over $2 billion. The key to their successful growth is an intense focus on industry. Instead of focusing on product, Avanade delivers solutions and services in industries and sub-verticals with growing concentrations in different parts of the world. Tom Rosinski, global business applications leader, says, “Avanade is not so much a product company. We are a systems integrator with assets and best practices around a variety of industries. Collaboration is at the heart of our culture, and our approach is based on the latest thinking about digital and cloud solutions, business applications, and technology services. That’s how we help Customers transform their business and succeed in this fast-changing landscape.” Avanade currently serves 19 industries/ sub-verticals, including health (both payer and provider), manufacturing (consumer products and industrial products), financial services (banking and capital markets), retail (food and beverage, convenience stores, and fashion), resources (utilities, oil, and gas), and life sciences (pharma, bio pharm, and medical devices), and service companies (AEC, NFP).

D365UG/AXUG®: You are a global giant in the Microsoft world. Can you map out what that looks like in terms of what services you offer where? Tom Rosinski (TR): We are headquartered out of Seattle, but our business is broken into three geographies: North America, growth markets (all of Asia and Australia), and Europe. We also have a large presence in India as part of our global delivery network. Our delivery centers comprise onshore, nearshore, and offshore sites – located in 10 countries across the world, from India and the Philippines to Argentina, Spain, and beyond. Annually, the Avanade team comes together to see what industries we want to focus on in those geographies. We dive deep into the countries and research what’s trending and what’s changing. For example, in France, Netherlands, and Belgium, healthcare and utilities are huge. And manufacturing industries are growing immensely in Australia, Switzerland, Germany, and the U.S.

D365UG/AXUG: How do you determine growth markets, and how has Microsoft Dynamics 365 factored into this lately? TR: Because of the joint ownership between Microsoft and Accenture, we rely on them for change management expertise when needed. Accenture is getting more and more excited about Dynamics 365 because it has entered the scene as a solid competitor to other enterprise business applications. It is a great cloud solution and has opened up a whole new marketplace. More companies in the $2 to $3 billion dollar revenue range are considering it. These companies usually have multiple applications running as a pseudo ERP, and there is a ton of risk that associates with that. It’s also not easy to do a global rollout or grow with disparate systems. An integrator like Avanade mitigates that risk, and better yet, Dynamics 365 makes it possible for large companies to grow and scale without a complicated technology framework. We currently have more than 3,000 global resources in our combined Microsoft Dynamics AX and Microsoft Dynamics CRM practice.

D365UG/AXUG: How has the cloud discussion changed with clients? Are they more interested in taking that leap? TR: The discussion has changed a lot. Clients in

North America were much quicker to say yes to having their ERP in the cloud. Europe was slower and more apt to choose on-premise versus online. Moving forward, the benefits are hard to ignore. Projects have fast implementation schedules, and the mindset to customize has shifted. Users are more interested in how to use their ERP out of the box rather than customize. I think this shift in thinking has been the biggest change in our industry. There is a lot of functionality in the cloud, and clients aren’t tied down to one old version. The features and capabilities grow, and clients can take advantage of them as they go. D365UG/AXUG: Do you think this is a big reason more companies are adopting the cloud and low-customization mentality? TR: Yes, I think that has a lot to do with it. When they can see more things coming in a future release, they want to stay as close to the core product that is there and don’t want to limit themselves from future releases. In technology, there will always be new things to take advantage of. Most companies are continuing to grow and need software that grows with them, and they want software that’s not too big or complex to implement in the first place. D365UG/AXUG: What do you have coming up for Microsoft Dynamics Users within the next year? TR: As I mentioned, we are not product focused; rather, we’re building our industry capabilities. We offer complete capabilities modules, business process hierarchies, and mapping to figure out the best fit. For example, figuring out what ISV or asset to use so that Users can be more productive. We build a roadmap for different industries to see how it all fits together in the future. This industry and processfocused approach identifies digital enablement points and ties those into all the Microsoft products available in IoT

(Internet of Things), machine learning, and Power BI, and then integrates those features with an overall Dynamics 365 solution. Companies are looking for a complete solution, and that’s what we strive to provide... always. D365UG/AXUG

THINK FORWARD StockIQ is a supply chain planning suite for distributors and manufacturers using Microsoft Dynamics GP, AX, NAV and Dynamics 365. Achieve your customer service objectives through improved forecast accuracy and efficient replenishment.

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Q3 2017 | 55

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story by Kelly Kane, D365UG/AXUG® User Member s a child, I remember watching Wonder Woman on TV and wanting to be a strong woman just like her. As I have grown older, my ideas around being a strong woman have changed. I see that there are so many ways a woman can be strong without having an invisible jet and a lasso of truth. Part of being a strong woman is knowing what makes you thrive, and one thing I have noticed is that women thrive when they are part of a tribe. There is a special interest group (SIG), the Women in Dynamics SIG, specifically for women that is included in your D365UG/AXUG membership. It’s a place where women can come together with other like-minded women to connect, learn from, and support each other. Because it is not UG-specific, there are a lot of different perspectives and great opportunities to network with women in the same industry. As members of the Women in Dynamics SIG, we have a tribe of like-minded women we can lean on and nurture relationships with. It’s been wonderful to be involved with such a diverse group of women who all have one thing in common besides being women: We all work in Microsoft Dynamics! The Women in Dynamics SIG has seen a great revitalization this year. There is a dedicated SIG leader from each UG, and there has been a great push for content on topics that are relevant to women. The content has come in the form of forum discussions, webinars, a book club, and online roundtable discussions. Great topics covered in the Women in Dynamics SIG this year include: »» Negotiation »» How to be Assertive Without Being Aggressive »» How to Say Yes to Saying No »» Dealing with Negative Feedback »» Getting Your Brand Out There: A Primer on Blogging »» The Benefits of Having a Professional Headshot »» Career Guidance

Q3 2017 | 57

Additionally, there have been great networking opportunities that have occurred for the Women in Dynamics SIG. I attended the D365 Tech Conference earlier this year, where I helped host a meetup for the SIG. When I arrived at the conference, I was astounded by how few women were actually there. At one point, I was told that there were 1,500 men and 100 women in attendance. I was floored! It made for a great experience with restroom lines, but it was a little bit intimidating being so massively outnumbered! I made sure to pass out Women in Dynamics pins to as many women as I could and decided to use this opportunity to promote the Women in Dynamics SIG and our meetup. The event turned out to be a huge success and a lot of fun for all the women who attended. Many new connections were forged that evening, and planning for future Women in Dynamics meetups began that night as well. Since then, there have been Women in Dynamics meetups at

There is a great sense of camaraderie amongst us, and this SIG has really been a beneficial place for the Women in Dynamics to discuss relevant topics in a supportive, positive environment. Summit EMEA and Focus. A large meetup event is being planned for the Women in Dynamics SIG for Summit, so this would be the perfect time to become part of the most â&#x20AC;&#x153;dynamicâ&#x20AC;? SIG in any UG. The Women in Dynamics SIG has been a great empowerment tool for many women. The support and great information that we share are among some of the best out there. There is a great sense of camaraderie amongst us, and this SIG has really been a beneficial place for the Women in Dynamics to discuss relevant topics in a supportive, positive environment. D365UG/AXUG The Women in Dynamics SIG can be accessed at www.axug.com/women. It is also listed in the SIG listing on the D365UG/AXUG website. Because this is not UG-specific, it is hosted on the Dynamic Communities website, and to participate, Users have to create a login specifically for that site and log in separately from the D365UG/AXUG site. Kelly Kane is on the D365UG/AXUG board of advisors and serves as the D365UG/AXUG Kentucky chapter leader and SIG leader for Women in Dynamics. Kelly was awarded the D365UG/AXUG All Star Award and Chapter Leader of the Year Award. Kelly is also the first female Microsoft MVP for Microsoft Dynamics AX and is hoping to see more women given this honor. 58 | D365UG/AXUG Magazine

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

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While our logo shows up throughout the magazine in

conventional spots, it’s hidden in only one place.

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. Logocontest@

Q3 2017 | 59

industry showcase

Oil & Gas

Generating Power at a Resourceful Rate

he oil and gas industry manages coal and resource basins, natural gas pipelines, oil and gas wells, and so much more. These D365UG/AXUG® Members are the reason we’re able to access clean energy, transport it to the right distributors, live comfortably in our homes, and work efficiently at our businesses.

AUX SABLE Morris, IL Aux Sable is a significant player in North America’s midstream gas processing business, with facilities and pipelines strategically placed in some of the continent’s most active shale positions, providing access to its most attractive natural gas and natural gas liquids markets.

CLEAN ENERGY FUELS Newport Beach, CA Clean Energy is the largest provider of natural gas fuel for transportation in North America, fueling more than 35,000 vehicles each day at approximately 500 fueling stations throughout the United States and Canada.

60 | D365UG/AXUG Magazine

CONTURA ENERGY Bristol, TN Contura Energy is a private, Tennessee-based company with affiliate mining operations across multiple major coal basins in Pennsylvania, Virginia, West Virginia, and Wyoming. With customers across the globe, high-quality reserves, and significant port capacity, Contura Energy reliably supplies both metallurgical coal to produce steel and thermal coal to generate power.

COUNTRYMARK Mount Vernon, IN CountryMark is an American-owned oil exploration, production, refining, and marketing company. The company’s complete line of premium quality liquid fuels begins with light, sweet crude oil, which is refined to the highest specifications at the CountryMark refinery.

DANOS Gray, LA Founded in 1947, Danos is a family-owned and managed oilfield service provider. A trusted industry partner, Danos offers the most responsive end-to-end integrated service solutions – safely, on time, and within budget. Danos achieves world-class safety results and customer loyalty due to a values-based approach and an unyielding commitment to employee engagement and training.

FUELCELL ENERGY, INC. Danbury, CT FuelCell Energy, Inc. (NASDAQ: FCEL) is a global leader in delivering clean, efficient, and affordable fuel cell solutions configured for the supply, recovery, and storage of energy. The company provides comprehensive turn-key solutions for its customers that include everything from the design and installation of a project to the long-term operation and maintenance of the fuel cell system.

GIBSON ENERGY, INC. Calgary, AB, Canada For more than 60 years, Gibson Energy, Inc. (“Gibsons”) has delivered integrated midstream solutions to customers in the oil and gas industry. Its operations include the transportation, storage, blending, processing, marketing, and distribution of crude oil, liquids, and refined products. The company also provides oilfield waste and water management services.

MANSFIELD OIL COMPANY Gainesville, GA For 60 years, Mansfield has been creatively solving commercial, industrial, and municipal customers’ most demanding energy procurement, supply, and logistics challenges. Today, the company provides energy commodities and related services to 6,000 customers in 18,000 locations across the U.S. and Canada.

MARUBENI-ITOCHU TUBULARS AMERICA, INC. (MITI) Houston, TX MITI was established to supply steel tubulars and related services to customers in the oil and gas, refining, petrochemical, and power generation industries. With its strong relationships and global network, MITI has the scope, dedication, and experience to supply value-added services with a wide range of steel tubular products from the world’s leading steel mills in Japan, Korea, China, Europe, and the U.S.

QMAX SOLUTIONS Houston, TX QMax provides engineered solutions for local drilling needs in drilling and completion fluids, solids control and waste management, wellbore cleanup, transportation services, and technical testing and analysis services.

SUMMIT MIDSTREAM PARTNERS Atlanta, GA Summit Midstream Partners, LP (NYSE: SMLP) is a growth-oriented master limited partnership focused on developing, owning, and operating midstream energy infrastructure assets that are strategically located in the core producing areas of unconventional resource basins, primarily shale formations, in the continental U.S.

SUPERIOR ENERGY SERVICES Houston, TX Superior Energy Services serves the drilling, completion, and productionrelated needs of oil and gas companies worldwide through a diversified portfolio of specialized oilfield services and equipment that is used throughout the economic life cycle of oil and gas wells. The world’s energy producers rely on the company for the services, tools, equipment, and exceptionally trained personnel needed to develop and produce oil and gas.

T.D. WILLIAMSON, INC. Tulsa, OK Global pipeline service provider T.D. Williamson delivers a comprehensive portfolio of safe pipeline system solutions for onshore and offshore applications, including advanced isolation and repair, integrated pigging, and integrity assessment solutions for pressurized piping systems.

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Microsoft Dynamics 365 SIG Leader Interview he Dynamics 365 Special Interest Group (SIG) community on the D365UG/AXUG® website was formed only five months ago and already has 167 Members and a robust 71 discussions. This goal of a SIG is to provide a place for Users to ask questions, gain insight, and provide suggestions about programming. One of the key reasons SIG leader Tony Ennever, business analyst for Fyffes Group Ltd, chose to get involved was because his global company is currently implementing Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, and he wanted a place to share their successes and gather insights from other Users who are also implementing through the SIG community. We sat down with Tony to talk about the SIG and how this community has benefitted him during his implementation.

D365UG/AXUG: What is your background with Microsoft Dynamics AX? Tony Ennever (TE): I used to work on Microsoft Dynamics AX with another company back in 2008 when the 2009 version was released. I was one of the guys working on the beta system to integrate the Quality module into 2009. Since then, I’ve worked on lots of implementations and have been a business analyst with Fyffes Group since December 2013.

D365UG/AXUG: Why did you decide to lead the SIG? TE: We are in the process of upgrading to Dynamics 365, and our upgrade brings unique challenges as some of our global groups are on 2009 and some are on 2012. I decided to take on the SIG leadership role during our implementation because we are planning to do a standard 18-month implementation in 21 weeks; we are doing something that nobody else has done yet. When I went to AXUG Summit in Tampa last October, I went to a session on the hybrid approach to implementations, which is mixing the Agile methodology with the Waterfall methodology. We found a VAR who was willing to work with us on this, so I wanted to get involved in this SIG because if we’re successful, there will be many companies who want to take this hybrid approach to be able to implement a full-blown solution in a short amount of time. I’d like to share what we’ve learned through the process and help other companies.

D365UG/AXUG: What value do SIGs provide the community? TE: I appreciate how the SIGs help to connect Microsoft Dynamics Users around a topic, like Dynamics 365 for Finance and Operations, Enterprise edition. I like the fact that you can put something on the SIG community discussion forum, and you receive answers quickly. I enjoy the knowledge sharing the SIG community fosters – I feel it’s very important. As we all know, software changes happen quickly, and if you don’t stay on top of these things, it can get a little crazy. With the newness of Dynamics 365, there are many companies in the ecosystem doing things, and when you’re involved with the community, you learn about these things faster. I’ve also really benefitted from posts that others write/respond to and have learned new things and picked things up by paying attention to the SIG discussions. Prior to our implementation, I spent time attending the live webinars and watching on-demand video trainings. I look forward to utilizing these resources again after our implementation is live. D365UG/AXUG

Visit www.axug.com/communities/sigcommunities to see the list of available SIG communities, and visit www.axug.com/communities > SIG - D365 for Operations to check out the Dynamics 365 for Operations SIG community.

The List MOBILE Solutions at your fingertips

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

Table of Contents Industry.......................Page 64 Horizontal....................Page 67 Services.......................Page 73

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 Aerospace Arbela Technologies 365

INDUSTRY

3650

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

Datahaven for Dynamics

Nodus Technologies, Inc.

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.

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

Paramount WorkPlace

Automotive Sana Commerce 365F 3650

TrueCommerce 365

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

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

Building Materials

Cross Industry Solution

Arbela Technologies 365 3650

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

Data Masons Software 365 365F 3650

www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization. DSI Global www.dsiglobal.com • 816-416-5000 DSI ScanWorkX for Dynamics AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

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Arbela Technologies 3650 www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies better serve shared services. Gain from our experience!

Consumer Packaged Goods

KEY: 365 Dynamics 365

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

CALUMO, Inc.

Dynamics GP

Solver 365F 3650

Elevate HR, Inc. 3650 elevate-hr.com/ • 973-917-3230 Elevate HR Active Directory Integration (Azure & On-Prem) for Dynamics 365 & AX Auto create, sync, disable AD accounts for Employees, Vendors, Customers

www.solverglobal.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 OFS Software Solutions, LLC 365F

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

www.ofserp.com 844-OFS-ERPS / 844-637-3777 Oil Field Service ERP Softward Suite | ofsERPTM Everything you need for Oil field Service: Equipment Rental, Maintenance, Mobile Field Ticket Apps, Reservations, Simple Jobs, Special Pricing & Invoicing, Transport & Disposal, and More. V4 in NAV2017,Coming to D365

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

Liaison Software Corp

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

Dynamics AX

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

Dynamics NAV

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).

Dynamics SL

Dynamics CRM

ASC Software 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.

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

Horizons International www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds. Sana Commerce 365F 3650

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

Government Contracting

High Tech and Electronics Red Maple 3650 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.

Life Sciences

Pacific Business Consulting, Inc. ASC Software 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.

Bond Consulting Services 365 365F 3650

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

Data Masons Software 365

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

www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting — Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

Healthcare Artsyl Technologies. Inc. artsyltech.com •905-326-0676 NEW: docAlpha Artsyl’s docAlpha smart process platform intelligently captures data from documents and other unstructured digital files to eliminate data entry, increase data accuracy, accelerate workflows and ensure compliance.

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

Arbela Technologies 365 3650

3650

www.pbc.co.jp/en/ • 81-3-5796-7053 Pacific Business Consulting Inc. The first Dynamics Solutions Center in Japan. Leveraging its 17 year-experience, PBC is known as No.1 partner in Japan and a supplier of Asian localizations for NAV. AX Japanese document solutions are available. Sana Commerce 365F 3650

365F 3650

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

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

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

StockIQ Technologies

Manufacturing

DATABASICS, Inc. 365F

KEY: 365 Dynamics 365

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

365 3650

www.withoutwire.com • 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI.

Sierra Workforce Solutions

Merit Solutions, Inc.

WithoutWire 3650

Liaison Software Corp

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

www.stockiqtech.com • 720-420-7946 Intelligent Supply Chain Planning Inventory analytics, forecasting, & multi-site replenishment designed for Distribution, Manufacturing & 3PL operations. TrueCommerce 365 www.truecommerce.com • 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

WithoutWire 3650 www.withoutwire.com • 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI.

Dynamics AX

Dynamics GP

Dynamics NAV

Dynamics SL

Dynamics CRM

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

Q3 2017 | 65

INDUSTRY

InterDyn BMI www.erp4health.com • 866-264-3249 ERP4Health® Financial Management Software powered by Microsoft Dynamics.

Artsyl Technologies. Inc.

INDUSTRY

Non-Profit Organizations

Retail

Ariett 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Pre-approve against Budget, Track Program Spend, Capture Invoices. ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

AXSource 3650 www.axsource.com • 905-854-6059 Quality & Compliance for Dynamics ERP solution for cGMP compliance to meet FDA, Health Canada and EU requirements for manufacturers and distributors. Horizons International www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Solver 365F 3650 www.solverglobal.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.

Oil and Gas Artsyl Technologies. Inc. artsyltech.com •905-326-0676 NEW: docAlpha Artsyl’s docAlpha smart process platform intelligently captures data from documents and other unstructured digital files to eliminate data entry, increase data accuracy, accelerate workflows and ensure compliance. OFS Software Solutions, LLC 365F

Pharmaceuticals ASC Software 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.

KEY: 365 Dynamics 365

66 | D365UG/AXUG Magazine

Merit Solutions, Inc.

Red Maple 3650 www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail. Red Maple 3650 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.

Professional Services

Red Maple 3650 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.

Transportation / TMS

www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice ReportingTM Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

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

Warehouse Management

Dynamics NAV

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

WithoutWire 3650

DATABASICS, Inc. 365F

Dynamics GP

Software Manufacturers

365 3650

Dynamics AX

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

www.withoutwire.com • 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.

Wholesale Trade: Durable Goods TrueCommerce 365 www.truecommerce.com • 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

ASC Software 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.

Dynamics SL

Dynamics CRM

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

Horizontal Accounting

Corporate Renaissance Group

Artsyl Technologies. Inc.

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

artsyltech.com •905-326-0676 NEW: docAlpha Artsyl’s docAlpha smart process platform intelligently captures data from documents and other unstructured digital files to eliminate data entry, increase data accuracy, accelerate workflows and ensure compliance. ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

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

Analytics

Arbela Technologies 365 3650

DataSelf www.dataself.com • 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

KEY: 365 Dynamics 365

www.deFactoGlobal.com 888-894-3031 ext 229 Dynamics’ Premier Excelbased Planning Affordable enterprise-quality power and capabilities. Cloud |Hybrid| On-Prem

Automation

deFacto Global, Inc. 365F 3650

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

www.deFactoGlobal.com 888-894-3031 ext 229 Dynamics’ Premier Excelbased Planning Affordable enterprise-quality power and capabilities Cloud |Hybrid| On-Prem

Barcode Data Collection

Prophix Software

www.prophix.com • 905-279-8711 Prophix Leading developer of performance management solutions designed to automate financial and operational processes. High-end functionality with powerful, adaptable solutions built on the Microsoft SQL Server stack.

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

Budgeting

Centage www.centage.com • 508-948-0066 Budget Maestro by Centage Budget Maestro is an easy-to-use budgeting and forecasting solution seamlessly integrated with Micrsoft Dynamics AX,GP,NAV, and SL that automates the time consuming and error-prone tasks associated with spreadsheets.

Dynamics AX

Dynamics GP

Dynamics NAV

www.dataself.com • 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

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

Halo BI www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery. Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com

Solver 365F 3650

Jet Reports 365 365F 3650

www.jetreports.com • 503-608-3602 NEW: Jet Reports Suite of Solutions Fast, Flexible Reporting & BI inside Excel. 154,320+ users and counting.

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

DataSelf

Business Intelligence Artsyl Technologies. Inc. artsyltech.com •905-326-0676 NEW: docAlpha Artsyl’s docAlpha smart process platform intelligently captures data from documents and other unstructured digital files to eliminate data entry, increase data accuracy, accelerate workflows and ensure compliance.

Dynamics SL

Dynamics CRM

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

Ariett 365 www.ariett.com • 781-826-1120 Cloud AP Invoice to Payment Automation and Contract Tracking with Intercompany and Multi-Currency Processing Invoice Capture/Approval, Payments, Requisition & POs, Expense Reports

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

Q3 2017 | 67

HORIZONTAL

Sierra Workforce Solutions

deFacto Global, Inc. 365F 3650

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

Collaboration Platform

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

Cost Accounting

HORIZONTAL

AXSource 3650 www.axsource.com • 905-854-6059 GMP Compliance Built-in Quality Management solution for Dynamics with Recall, CAPA and Electronic Batch Records.

Commissions

Red Maple 3650 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 Altec www.altec-inc.com • 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Sable37 3650 www.sable37.com/icon-365-solutionsthelist/ 336-207-6800 Inbound Transportation Management & Landed Cost Inbound shipment status, multiple/part PO/multi-vendor shipments, transfer orders, all AX costing methods, receiving by container, multiple cost calculation & allocation methods, multi-modal, complex routing.

Credit Card/Check Processing

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

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

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

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

3650

KEY: 365 Dynamics 365

68 | D365UG/AXUG Magazine

Dynamics AX

Dynamics GP

Dynamics NAV

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.

DocuPhase www.DocuPhase.com • 727-441-8228 ext 626 DocuPhase Using document management and automation tools, DocuPhase helps companies around the world organize their workplaces. It's simple - money is saved, and effort is reduced. Enjoy a workplace like never before!

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

Arbela Technologies 365

Arbela Technologies 3650 www.arbelatech.com • 949-291-4777 Arbela Audit & Security Manager Audit Security Manager addresses security management, audit compliance & reporting. Reduce your time to prepare for audits & manage security. Gain from our experience!

Datahaven for Dynamics

Document Management

Distribution

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

Dynamics SL

Dynamics CRM

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

Sana Commerce 365F

Datahaven for Dynamics

3650

E-commerce

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

Thomson Reuters 3650 tmsnrt.rs/2rrxutj • 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCETMIndirect Tax is tax management software that automates sales, use and value-added tax calculation, reporting, filing and remittance.

Vertex 3650 www.VertexSMB.com/TheList • 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

EDI AIM Computer Solutions, Inc. Avalara, Inc.

Clarity Ventures 365 www.clarity-ventures.com/ecommerce 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. HighJump www.HighJump.com/AccellosOneWMS 708-287-4026 AccellosOne WMS AccellosOne WMS is an advanced warehouse management solution with integrated shipping and dashboard analytics for eCommerce Distributors, CPG, and more. Hundreds of customers across the entire suite of Dynamics ERPs.

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

KEY: 365 Dynamics 365

www.aimcom.com • 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG, IATF 16949.

Paramount WorkPlace Liaison Software Corp 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).

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

Equipment Maintenance

Field Service Management

OFS Software Solutions, LLC 365F

Expense Solutions Data Masons Software 365 365F 3650 www.datamasons.com/thelist • 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

TrueCommerce 365

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

Dynamics GP

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. OFS Software Solutions, LLC 365F

DATABASICS, Inc. 365F

Dynamics AX

Ariett 365 www.ariett.com/ • 781-826-1120 Cloud Travel and Expense Reporting with Pre-Trip Approval, Credit Cards, Receipt Capture and Mileage Calculator Any Device Expense Reporting w/ Requisition to PO to Invoice to Payment.

FieldConnect, Inc.

Dynamics NAV

www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting–Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

WithoutWire 3650 www.withoutwire.com • 612-343-0404 WithoutWireTM Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect.

Accounting & More! Gorilla Expense 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.

Dynamics SL

Dynamics CRM

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

Q3 2017 | 69

HORIZONTAL

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.

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

HR Management

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

Elevate HR, Inc. 3650 elevate-hr.com/solutions/ • 973-917-3230 Elevate HR: Solutions for Dynamics 365 & AX HCM Applicant Portal, HCM Wizards, Online Benefits, Global Payroll, etc.

HORIZONTAL

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

Human Resource Applicant Tracking System Elevate HR, Inc. 3650 elevate-hr.com/solutions/ • 973-917-3230 Elevate HR: Solutions for Dynamics 365 & AX HCM Applicant Portal, HCM Wizards, Online Benefits, Global Payroll, etc.

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

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

Invoicing Enhancement

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

Mobility DocuPhase www.DocuPhase.com • 727-441-8228 ext 626 DocuPhase Using document management and automation tools, DocuPhase helps companies around the world organize their workplaces. It's simple - money is saved, and effort is reduced. Enjoy a workplace like never before!

OFS Software Solutions, LLC 365F

Nodus Technologies, Inc.

Multi-Entity Management

Job Costing

Payables Enhancement

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

Sierra Workforce Solutions

Horizons International

Manufacturing Enhancement

www.dooap.com • 212-653-8801 Dooap Dooap is Accounts Payable automation for Microsoft Dynamics AX and 365. It's invoice automation that both users and AX love. 100% say it is fun to use. Efficiency comes standard.

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

Payroll Enhancement Integrity Data www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around healthcare reporting a non-issue by tracking eligibility and affordability and automatically generating, printing and e-filing Form 1095-C/ 1094-C. Liaison Software Corp www.liaisonsc.com • 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

Artsyl Technologies. Inc. artsyltech.com •905-326-0676 NEW: docAlpha Artsyl’s docAlpha smart process platform intelligently captures data from documents and other unstructured digital files to eliminate data entry, increase data accuracy, accelerate workflows and ensure compliance.

Paymate Software Corporation www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE) NEW: Paymate Software Payroll with optional HR ESS TnA ACA Quick install and Inexpensive.

Dooap Inc. 3650 KEY: 365 Dynamics 365

70 | D365UG/AXUG Magazine

Dynamics AX

Dynamics GP

Dynamics NAV

Dynamics SL

Dynamics CRM

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

Project Accounting

Portals

Quality Control

DynamicPoint 365 365F Solver 365F 3650 www.dynamicpoint.com/customerand-vendor-portal/ • 844-396-7646 SharePoint Vendor & Customer Portals for Dynamics GP & NAV Portals built exclusively for Dynamics GP & NAV deliver a seamlessly integrated & highly secure extranet providing access to profile data, sales/purchase orders, payment status and more for 24/7 self-service support.

Procurement Management Ariett 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Requisitions, POs, PunchOut/Catalogs, Invoice Capture, Contract Tracking Liaison Software Corp www.liaisonsc.com • 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

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

Product Information Management

Perfion, Inc. www.perfion.com • 267-549-8690 Perfion Product Information Management (PIM) fully integrated with MS Dynamics.

KEY: 365 Dynamics 365

Purchase Order Processing Enhancement

Receivables Enhancement Nodus Technologies, Inc.

Altec www.altec-inc.com • 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Ariett 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Requisitions, POs, PunchOut/Catalogs, Invoice Capture, Contract Tracking.

Dooap Inc. 3650 www.dooap.com • 212-653-8801 Dooap Dooap is Accounts Payable automation for Microsoft Dynamics AX and 365. It's invoice automation that both users and AX love. 100% say it is fun to use. Efficiency comes standard. Red Maple 3650 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. Sable37 3650 www.sable37.com/icon-365-solutionsthelist/ 336-207-6800 Inbound Transportation Management & Landed Cost Inbound shipment status, multiple/part PO/multi-vendor shipments, transfer orders, all AX costing methods, receiving by container, multiple cost calculation & allocation methods, multi-modal, complex routing.

Dynamics AX

Dynamics GP

Dynamics NAV

Reporting

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

Liaison Software Corp 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). Red Maple 3650 www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Sales Tax

Avalara, Inc.

deFacto Global, Inc. 365F 3650 www.deFactoGlobal.com 888-894-3031 ext 229 Dynamics’ Premier Excelbased Planning Affordable enterprise-quality power and capabilities Cloud |Hybrid| On-Prem Jet Reports 365 365F 3650 www.jetreports.com • 503-608-3602 NEW: Jet Reports Suite of Solutions Fast, Flexible Reporting & BI inside Excel. 154,320+ users and counting. Prophix Software www.prophix.com • 905-279-8711 Prophix Leading developer of performance management solutions designed to automate financial and operational processes. High-end functionality with powerful, adaptable solutions built on the Microsoft SQL Server stack.

Dynamics SL

Dynamics CRM

Thomson Reuters 3650 tmsnrt.rs/2rrxutj • 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCETM Indirect Tax is tax management software that automates sales, use and value-added tax calculation, reporting, filing and remittance.

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

Q3 2017 | 71

HORIZONTAL

Paramount WorkPlace

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

Sierra Workforce Solutions

Tax Vertex 3650 www.VertexSMB.com/TheList • 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

Security

HORIZONTAL

Data Masons Software 365 365F 3650 www.datamasons.com/thelist • 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

Shipping/Manifesting Arbela Technologies 3650 www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies better serve shared services. Gain from our experience!

Supply Chain Management

Avalara, Inc. 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.

Thomson Reuters 3650 tmsnrt.rs/2rrxutj • 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCETM Indirect Tax is tax management software that automates sales, use and value-added tax calculation, reporting, filing and remittance.

Vertex 3650 www.VertexSMB.com/TheList • 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

Time and Attendance

DATABASICS, Inc. 365F

www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting – Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

Arbela Technologies 365 3650

www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value. ASC Software www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

TrueCommerce 365

Gorilla Expense

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.

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Travel Expense Management DATABASICS, Inc. 365F www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting–Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing. Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

Gorilla Expense 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. www.kwiktag.com • 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

Warranty and Claims Management Red Maple 3650 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 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

Dynamics AX

Dynamics GP

Dynamics NAV

Dynamics SL

Dynamics CRM

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.

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

docSTAR 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. Dooap Inc. 3650 www.dooap.com • 212-653-8801 Dooap Dooap is Accounts Payable automation for Microsoft Dynamics AX and 365. It's invoice automation that both users and AX love. 100% say it is fun to use. Efficiency comes standard.

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG 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. www.metaviewer.com • 507-286-9232 MetaViewer Paperless Automation for Microsoft Dynamics AP Automation for Dynamics AX, GP, SL & NAV, & expanded functionality including expense reports, journal entry, purchase requisition and more. Red Maple 3650 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.

Red Maple 3650 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.

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

MG Technology Group 365 365F 3650

www.mgtechgroup.com/about-us/ partner-program/ • 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 14+ years experience, you own the customer relationship, 100% US support.

WatServ 365F 3650 www.watserv.com • 866-531-2598 ext. 2311 Global leader of Hosted Managed Services for Dynamics ERP & CRM Offering Private, Hybrid, & Azure hosted managed services with 24-7-365 world class global support for customers of all sizes and complexities.

Azure Managed Cloud Services

HR & Payroll Implementation & Consulting WatServ 365F 3650

CRM/ERP Integration Services Vertical Lift Business Solutions Inc 365 365F

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

Cloud Computing

www.watserv.com • 866-531-2598 ext. 2311 Global leader of Hosted Managed Services for Dynamics ERP & CRM Offering Private, Hybrid, & Azure hosted managed services with 24-7-365 world class global support for customers of all sizes and complexities.

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

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

Myappsanywhere

KEY: 365 Dynamics 365

Dynamics AX

Dynamics GP

Dynamics NAV

Dynamics SL

Dynamics CRM

Implementation Services

Bond Consulting Services 365 365F 3650

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

Merit Solutions, Inc. 365 3650 www.rapid365erp.com • 630-614-7133 NEW: Rapid365 Rapid365 is a pre-configured and best practices deployment of Microsoft Dynamics 365. Forget traditional 12-month multi-million dollar projects - Rapid365 enables companies to go live with less time, risk, and spend.

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

Q3 2017 | 73

SERVICES

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

Elevate HR, Inc. 3650 elevate-hr.com/solutions/ • 973-917-3230 Elevate HR: Solutions for Dynamics 365 & AX HCM Applicant Portal, HCM Wizards, Online Benefits, Global Payroll, etc.

Marketing Planning & Services Pacific Business Consulting, Inc.

Sales Tax Management Service

Looking Glass Marketing

3650

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.

Managed Services Edgewater Fullscope 3650 www.fullscope.com Email: AXSupportandOptimize@fullscope.com Dynamics AX Customer Support and Optimization Services Fullscope’s dedicated CSO team provides Dynamics AX customers with the day-to-day ongoing support they require, including advisory services, IT & operations support, optimization and training & enablement services.

Manufacturing Implementation & Consulting

The Partner Marketing Group 365 365F 3650

www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline. Tornado Marketing, Inc. 365

Thomson Reuters 3650 tmsnrt.rs/2rrxutj • 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCETM Indirect Tax is tax management software that automates sales, use and value-added tax calculation, reporting, filing and remittance.

365F 3650

SERVICES

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

Vertex 3650 www.VertexSMB.com/TheList • 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

Member Organizations

Training

74 | D365UG/AXUG Magazine

Edgewater Fullscope 3650 www.fullscope.com Email: AXUpgrade@fullscope.com Dynamics AX Upgrade Center of Excellence Leverage Fullscope's Upgrade CoE for your next Dynamics AX Upgrade. Merit Solutions, Inc. 365 3650

www.meritsolutions.com/upgrade-me/ 630-614-7133 NEW: Upgrade365 Upgrade365 enables Microsoft Dynamics AX, GP, and NAV users to more quickly and cost-effectively migrate or upgrade to Microsoft Dynamics 365.

Web Development

Writing/Documentation Services

ERP Software Blog 365

The Partner Marketing Group 365 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

365F 3650

Optimum 365 365F 3650 www.optimum.co.uk • 877-406-6078 Microsoft Dynamics EndUser Training Solutions Optimum design, develop & deliver bespoke Microsoft Dynamics end-user training programs for implementation & upgrade projects around the world.

Nothing but… for The List!

KEY: 365 Dynamics 365

Upgrades

Dynamics AX

Dynamics GP

Dynamics NAV

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.

Hear direct from users and Partners who use The List:

b bit.do/lovethelist

Dynamics SL

Dynamics CRM

Online Trial Available

3650 Dynamics 365 for Finance and Operations, Enterprise Edition 365F Dynamics 365 for Finance and Operations, Business Edition

Mobile Enabled

Discover New World-Class Accounts Payable Automation for Microsoft Dynamics AX and 365 Meet us at D365UG/AXUG Summit Nashville, TN, October 10-13, 2017 Booth 253