2012 Fall - NAVUG Magazine

In

Magazine

this Issue:

»

User Member Showcase: Talking Rain

» »

Building Your Reporting Story

»

Tips & Tricks from Kerry Rosvold, Augsburg Fortress Publishers

Interview with David Worthington, Microsoft

Permit No. 684

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Fall 2012 t www.NAVUG.com 1045 Broadway Fargo, ND 58102

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contents

TA BL E OF fall 2012

news FARO Technolog

In

User Member Showcase: Talking Rain

6

» »

Building Your Reporting Story

»

Tips & Tricks from Kerry Rosvold, Augsburg Fortress Publishers

Interview with David Worthington, Microsoft

The W3 Project is building a community of walk in the pursuit people who of health and wellness for everyone.

Jeffrey E. 2012, Filtersfast.com, Burke In February Winetowater.org Western Financialhas been named president and , and TrekDesk Desks joined together Treadmill to create The W3 Group (Network) CEO of with responsibility Project. The project mile donations , Inc., for leading the to inspire everyone collects company’s fast-growing to reach their of 120 insurance helping others. fitness goals while brokerage offi network For each mile donated, ces across western more than 15 years W3 solicits $1.00 from customers Canada. He brings of executive leadership sponsorships and corporate contributors. experience in both and the United to Water can With that dollar, States to the Canada provide clean Wine position. Before drinking water served as senior joining Western, entire year. Th for one person vice president is joint initiative he for an at Allstate Canada, will help to expand held a series of of walking to improve prior to which increasingly responsible the importance he overall health sales and marketing with both American while helping learn more about those in need. positions Family Insurance The W3 Project, To and Allstate in or to donate or States. This information www.filtersfast.com/w3 sponsor miles, the United was first published visit

In Every Issue events 5 From the Director 6 News 7 Events 9 Welcome to Our New Members 11 Meet the Leader and Regional Chapter Update 13 Name That Photo Contest 24 NAVUG Word Find 29 The List, from The Partner Channel 51 Academy Corner NAVUG Magazine

Western Financial

Group website

on May 22, 2012, and is taken from the (www.westernfi nancialgroup.ca).

NAVUG

We have several upcoming webinars Visit www.NAV and training UG.com/events classes. to learn more and register.

Upcoming Webina rs

AUGUST 14 – The ROI of Upgrading Your Microsoft Dynamics NAV Solution AUGUST 22 – Special Interest Group (SIG): AUGUST 30 Finance – NAVUG Forum Preview AUGUST 30 – Microsoft Dynamics NAV Resources SEPTEMBER Online 13 – Partner Showcase: Image SEPTEMBER Tag 18 – How to Use Social Media for Your Business

SEPTEMBER 19 – Ask the Experts: Finance SEPTEMBER 26 – Ask the Experts: Developers OCTOBER 25 – User Group Orientation Webinar OCTOBER 30 – Ask the Experts: IT OCTOBER 31 – SIG: Finance

NAVUG Academ y Instructor Led Online Training Classe s ™

AUGUST 17 – Account Schedules and Analysis AUGUST 24 Views – Microsoft Dynamics NAV Development Introduction Series: to C/AL

SEPTEMBER

SEPTEMBER

SEPTEMBER

SEPTEMBER

14 – Dimensions in Microsoft Dynamics NAV 20 – Microsoft Dynamics NAV MRP 101 21 – Introduction to Management Reporter

27 – Reporting

in Microsoft Dynamics NAV 101 28 – Microsoft Dynamics NAV Development Series: Code Part 2 OCTOBER 4 – Microsoft Dynamics NAV MRP 201 SEPTEMBER

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Features 12 User Member Showcase

N LOGAR

Fargo, ND

1045 Broadway Fargo, ND 58102

Advertiser Index

KLEME

Permit No. 684

Fall 2012 t www.NAVUG.com

NOAH KLUGE

Fall 2012

CRISTIAN NICOLA

»

Magazine

this Issue:

ies is pleased to awarded the SMART announce they have been award by the Orlando smile and a pleasant for Corporate chapter of the spirit of giving Association Growth (ACG). back. By the end the team had distributed Each year, the of the morning, companies that ACG nominates food to nearly show excellence those 100 families.

Congratulations in bottom line stewardship. From to Mike Haney growth and community this group, winners , director of operations Bradshaw, are chosen in several for passing the FARO is honored at categories.

CSCP exam and to join fellow winners title through the earning the CSCP of this prestigious This joins other Association for local award. recent honors Operations Management program. The APICS on FARO’s trophy (APICS) Manufacturer’s program covers shelf, including Association of a broad view of the chain management, Florida’s Manufacturer the field of supply Award and the extending beyond of the Year Central Florida internal operations all the steps throughout Manufacturer to include is honored to of the Year Award. the supply chain: be able to serve FARO and consumer. supplier, dealer, its Customers The participant company, innovation, manufacturing, through excellence gains the knowledge in manage these and community to effectively activities to maximize participation. a company’s value dedicated many chain. Mike hours of his personal The folks at KaTom and professional Restauran to successfully time studying accomplish this t Supply are to announce the goal. Congratulations overjoyed location of the Seventh Generatio new KaTom home Mike!

Tennessee. At in Sevier County, 100,000 square n, the nation’s environmentally feet, the future leading brand sustainable household over three times KaTom location of the size of the is well products, recently that CEO John old building, announced Replogle has continuous growth. allowing ample been honored space for The new KaTom Green Millennium with the 2012 home will also state-of-the-art Global Award for Corporate feature an impressive test kitchen for Environmental Established in product demonstrations Leadership.

1996, the annual massive showroom, as well as a award celebrates a rooms-to-go acknowledge individuals who space, and a very the important that will enable large warehouse connection between the company to nature and is offer an even wider humankind and intended to inspire selection of products. others to make behavior the such exceptional norm. The year’s Andy Gump, presentation Inc., a Microsoft his efforts to recognized John Dynamics NAV both foster a is in the portable for User since 2010, global value shift restroom rental sustainable world toward a secure business in southern recently launched and to help his and California and smartphone apps company fulfi become a “restorative ll its mandate that collect data exciting and challenging enterprise” with to from drivers. An a pervasive commitment venture earlier resource efficiency, this summer for was setting up social responsibility, to the company more than 30 and sustainability. upscale restroom U.S. Open at trailers for the the Olympic Club USGA Sunrise Identity in San Francisco 13. Dispatching, the week of June earned three gold documenting, Products Association PPAMS and (Promotional job event is part costing this prestigious of the Mid-South) of the expansion ADDY Awards on behalf of Viacom of Microsoft Dynamics for its work IT team at Andy Media Networks, NAV as the Gump builds Gigi’s Cupcakes, Identity self-promotional the bridge between and a Sunrise and Microsoft smartphone data business-to-busin Dynamics NAV, Annual Nashville ess mailer at driving efficiency, the 47th profitability.

AAF (American productivity, and Advertising Federation) Awards. Sunrise took home ADDY ADDY gold in the following Specialty Advertising, categories: Bradshaw Other Merchandise; recognizes the Incentive/Award Specialty Advertising, value of ; and Mixed Media, opportunity to giving its employees make a difference With At Least the One Specialty in the Dallas-Ft. the company provides Item.

Worth community: paid community Tillamook, service hours for a farmer-owned so that they can all employees dairy co-op, announced be a part of something of its light yogurt the release bigger than themselves.

May, seven Bradshaw line naturally sweetened employees volunteered In To make the best-tasting, highest-quality with Truvia® sweetener.

Food Bank to with the North distribute food Texas took two years light yogurt, to those in need Tillamook perfecting the group worked in the area. Th recipe made with hard unloading e hormones, no no artificial growth pallets of bread, artificial flavors, cucumbers, cabbage, sweets, grapefruit, no artificial colors, potatoes, carrots, sweeteners, and no artificial and pizza and no high fructose amounts into placing equal individual boxes. It corn syrup. Th ready for national e 10-flavor line was already a with the bright distribution and hot day that morning is Texas sun blaring has been authorized grocery retailers down, but everyone by major in the Pacific Northwest. worked with a

B

usiness intelligence (BI) is a wonderful accumulated concept: take over the years in Microsoft Dynamics the data you have work for you.

But in order to NAV and put grow a strong it to with a good plan.

BI practice, you need to start The Microsoft Dynamics NAV fortunate to have and NAVUG™ a wealth of reporting communities We reached out experts within are to Cristian Nicola User and Partner organizations. of NCA Dynamics, Software, and Klemen Logar Noah Kluge of of BI4Dynamics business case to talk about business PrecisionPoint for having a reporting intelligence, the knowledge in strategy, and how order to draw you can enhance more visibility your own BI Cristian has been a Microsoft Dynamics from your existing data. created http://dynamics NAV consultant for more than biguide.com to his love of BI goes 10 years. He share tips and tricks with the back to community, and “I’ve been programminghis formative years. since I was 12 attracted to classifying, years old,” says Cristian. “I’ve organizing, and and trying to put always been sorting information, it all together into an organized environment,and then taking that data BI allows Cristian to make that like a library.” opportunity to library available make decisions to his clients, giving them the they wouldn’t seeing data in otherwise make a new way. In the last few years had it not been solutions through he has a gained for interviewing multiple a lot of knowledge his Customers. vendors in order of BI to pick the best solutions for Noah’s experience comes from his for PrecisionPoint position as a data analyst and US Software, an ISV general a User to view that offers the and analyze data hypercube, a solution manager from multiple environment. that allows sub-ledger sources His experience came from watching in a single, unifi studying how ed Microsoft Dynamics the data flows through the product.

NAV in action, Klemen built his reporting knowledge over business needs the years from and seeing the listening to his challenges they “Working on clients’ experienced. a BI project with a client is very vendor,” says Klemen. beneficial for “I get to know both the client routine, key business the Customer’s and business process requirements, – their business and current state client’s business is crucial for the on reporting.

Understanding successful implementation A common thread the in the reporting of a BI project.” own reports rather world is that Users than rely on a want to be able vendor to help reports, you need to pull their them out. But to have the right in order to pull plan of “garbage in, those garbage out,” according and the right data or you’ll fall into the depths to Klemen.

“The point of BI is to give Users the power of creating reports,” says Cristian.

“There’s

Putting You r Data to Wor k

a lot of work up front to make sure your reporting you to build those solution will enable reports, and I like that once on their competition Customers can you put that in do this on their as they were able place, own without going efficiently. Now the time.” to run their business to a developer that more and more all more companies longer a competitive That upfront work are using ERP, consists of building advantage. Users it’s no they can do to you’re able to always need to a strong data set themselves pull the most look at what important information foundation so apart.”

Dynamics NAV. As with any software from Microsoft This task is accomplished or plan, BI is use it, rather from your team only of value by gathering requirements than “letting it on what they’d if you actually gather dust on like to see and Cristian. Once Though there the shelf,” according how they’d like are numerous you have your to see it. considerations, to plan in place, and start letting about how your you just need one example is BI work for you. item and Customer to jump in to think in BI. groups will result “There’s definitely as hierarchies a learning curve,” last three to four “Having good says Cristian.

“I’ve spent my years item and Customer Partners understand living and breathing this, helping flexibility when grouping gives working in analytics,” what BI is and you more Users and rewarding to have chart of accounts what says Klemen. “It’s the same with it click for a Customer. it can be used for. It’s so in GL and account the Microsoft don’t use account schedules. Many The reason I love Dynamics schedules because Customers being in that they’re successful NAV business is that I’ve had Microsoft Dynamics they are not very flexible in Customers say NAV. Yet they because of NAV. are very powerful them into BI as ” Adding to that, it extends the when you bring “BI makes a User’s functionality to people and helps into very powerful life easier,” says turn account schedules Noah. “It helps their business.” financial reporting.”

If you’re in the Creating that positive reporting market for an actual BI solution, around to see makes all that experience is upfront work what’s available. something that be sure to look worth the effort.

There are numerous space right now “I love the ability vendors in this and just as your to help people make sound decisions,” business is unique you do with Microsoft “We have a new Customer who in the things says Noah.

Dynamics NAV, has shared that slightly different working with each of them he’s transitioned 10 reports he’d to offer. has something from written in a diff using one of ours “You wouldn’t erent environment go out and buy to pull data together to an ERP system pricing and vendors, in one spot.”

In addition to without comparing having all that and this is the data in one spot, same thing,” says out at least two BI for functional Users can also Cristian. “Check or three products, analysis, including use see what they make the decision years, sales and trend analysis have to offer, profit analysis, over multiple that’s best for and your organization.” key performance consolidation One other thing over multiple indicators, and to consider concerns companies. Having warehouse. information at the creation of your fingertips this variety of your data can help your ways, from knowing “Building a data organization in warehouse takes where to look so many for cost savings at products in a lot of time,” forecast and plan says Noah. “Look the marketplace to being able future activities. to that solve that the task for you.

Although BI has problem and automate ” been a hot topic the last couple believes we’ve Implementing just scratched of years, Cristian a BI practice the surface. isn’t something your to-do list “We’re in the early you’ll cross off in a day, but stages of what it’s worth it when we know about the business “It was built for insight you’ll you think about BI,” says Cristian. trend and data experience. analysis, but I practice up and move into data Even when you believe we’re going mining, which running, there’s have your to will then be commoditized still an element for you and cloud. It used your team as to be that companies of responsibility and in the BI is an ongoing with an ERP system a seed planted project. Much in the ground, had a leg up like a good BI plan your care. will flourish under NAVUG

Talking Rain

Altec . . . . . . . . . . . . . . . . . . . . . . 8

22

NAVUG Magazine

Fall 2012

Microsoft Convergence . . . . . . . 9 Datahaven for Dynamics . . . . . 10 Open Door Technology . . . . . . 19 Fastpath . . . . . . . . . . . . . . . . . . 52

Magazine www.NAVUG.com

7

14 17 18 20 22 25 26 27 28

23

Building Your Reporting Storyy Member in Action Barbara Thompson, Medifast, Inc. Tips & Tricks Microsoft Member Showcase David Worthington Putting Your Data to Work VAR Partner Member Showcase Beck Consulting Are You BI-Curious?

Tips & Tricks ISV Partner Member Showcase Jet Reports

Fall 2012

3

The building blocks of a paperless office: Zetadocs for NAV, Microsoft SharePoint and Microsoft Dynamics NAV Zetadocs for NAV is a ready-made, document management add-on for Microsoft DynamicsÂŽ NAV. Zetadocs offers out-of-the box functionality and customizable options, allowing NAV users to build a true paperless solution that is designed around their particular business needs. Eliminate time-consuming, costly and cumbersome paper-based processes with Zetadocs for NAV. Why Zetadocs for NAV? > Saves time and costs by producing, sending, filing and automating document retrieval > Improves customer service by helping finance, sales and customer service teams respond more quickly to inquiries by having everything on screen > Reduces carbon footprints by cutting the amount of paper printed, stored and delivered

Visit our website or contact us today to learn more about the Zetadocs suite. www.zetadocs.com | 770.772.7201

Make sure to stop by our booth (#112) at NAVUG Forum! Š Equisys Inc 2012. All trademarks acknowledged. All information accurate at time of publication.

Demystifying the Mystery of Reporting and BI Trish Boccuti

F ROM T H E

director

I

think one of the toughest challenges our Microsoft Dynamics NAV Users face is reporting and business intelligence (BI). First, it’s important to remember that those are two different things. Reporting is getting data out of your system. You can create a report of POs or a report of how many widgets you sold last month.

But BI is more than that. It is taking those reports and slicing and dicing them to glean the information you need to run your business more effectively. Business intelligence is being able to interact with your data and create meaningful reports that help you drive your business in the right direction.

In this issue, we demystify reporting and BI. We have helpful and insightful articles with Users, Partners, and even the test lead for the Microsoft Dynamics NAV tools and reporting team. The magazine is jam-packed with great information.

Speaking of jam-packed with great information, have you heard about NAVUG™ Forum, our annual User group conference? Forum will be held October 16 – 18 in Seattle, Washington, with optional training on October 15. We have more than 100 educational sessions scheduled – and a whole track dedicated to BI and reporting. We also have many sessions focused on finance, supply chain and manufacturing, IT and developers, global finance, and Microsoft Dynamics NAV 2013 as well as several fantastic strategy and personal development sessions.

Feedback from last year’s Forum indicated that some sessions simply weren’t long enough.

We listened: we’ve added Deep Dive sessions this year. We also have an optional field trip to the Microsoft campus. And we’ll have plenty of content around Microsoft Dynamics NAV 2013 which is planned for release at the end of this year.

NAVUG Forum will also have awesome networking opportunities within the education sessions, during lunch breaks, and even via “unsession” learning. You’ll leave with so many new contacts!

Between now and Forum, don’t miss out on these NAVUG activities: » NAVUG Webinars and Workshops – Join us for these online sessions to get the answers to your pressing questions, learn about many new features in Microsoft Dynamics NAV, and network with other Users. » NAVUG Academy Classes – These instructor-led, online training classes are a great way to take a deep dive into topics such as Microsoft Dynamics NAV reporting, MRP 101 and 102, Introduction to C/AL, and more! » NAVUG Social Media – Be sure to follow us on Twitter (@NAVUG) and Facebook (www.facebook.com/navug) to see real-time updates, view photos, and learn about fellow NAVUG Members. We also have a very active LinkedIn Group; be sure to join! (www.linkedin.com > Groups > search for NAVUG) I hope you enjoy this issue. Send me an email and let me know what you think (or send a tweet or write on our Facebook wall).

Hope to meet you at NAVUG Forum!

Trish Boccuti NAVUG Director

Fall 2012

5

news FARO Technologies is pleased to announce they have been

smile and a pleasant spirit of giving back. By the end of the morning,

awarded the SMART award by the Orlando chapter of the Association

the team had distributed food to nearly 100 families.

for Corporate Growth (ACG). Each year, the ACG nominates those companies that show excellence in bottom line growth and community

Congratulations to Mike Haney, director of operations at Bradshaw, for passing the CSCP exam and earning the CSCP

stewardship. From this group, winners are chosen in several categories.

title through the Association for Operations Management (APICS)

FARO is honored to join fellow winners of this prestigious local award.

program. The APICS program covers a broad view of the field of supply

This joins other recent honors on FARO’s trophy shelf, including the

chain management, extending beyond internal operations to include

Manufacturer’s Association of Florida’s Manufacturer of the Year

all the steps throughout the supply chain: supplier, dealer, company,

Award and the Central Florida Manufacturer of the Year Award. FARO

and consumer. The participant gains the knowledge to effectively

is honored to be able to serve its Customers through excellence in

manage these activities to maximize a company’s value chain. Mike

innovation, manufacturing, and community participation.

dedicated many hours of his personal and professional time studying to successfully accomplish this goal. Congratulations Mike!

The folks at KaTom

Restaurant Supply are overjoyed

to announce the location of the new KaTom home in Sevier County,

Seventh Generation, the nation’s leading brand of

Tennessee. At 100,000 square feet, the future KaTom location is well

environmentally sustainable household products, recently announced

over three times the size of the old building, allowing ample space for

that CEO John Replogle has been honored with the 2012 Global

continuous growth. The new KaTom home will also feature an impressive

Green Millennium Award for Corporate Environmental Leadership.

state-of-the-art test kitchen for product demonstrations as well as a

Established in 1996, the annual award celebrates individuals who

massive showroom, a rooms-to-go space, and a very large warehouse

acknowledge the important connection between humankind and

that will enable the company to offer an even wider selection of products.

nature and is intended to inspire others to make such exceptional behavior the norm. The year’s presentation recognized John for

Andy Gump, Inc., a Microsoft Dynamics NAV User since 2010,

his efforts to both foster a global value shift toward a secure and

is in the portable restroom rental business in southern California and

sustainable world and to help his company fulfill its mandate to

recently launched smartphone apps that collect data from drivers. An

become a “restorative enterprise” with a pervasive commitment to

exciting and challenging venture earlier this summer for the company

resource efficiency, social responsibility, and sustainability.

was setting up more than 30 upscale restroom trailers for the USGA U.S. Open at the Olympic Club in San Francisco the week of June

Sunrise Identity earned three gold PPAMS (Promotional

13. Dispatching, documenting, and job costing this prestigious

Products Association of the Mid-South) ADDY Awards for its work

event is part of the expansion of Microsoft Dynamics NAV as the

on behalf of Viacom Media Networks, Gigi’s Cupcakes, and a Sunrise

IT team at Andy Gump builds the bridge between smartphone data

Identity self-promotional business-to-business mailer at the 47th

and Microsoft Dynamics NAV, driving efficiency, productivity, and

Annual Nashville AAF (American Advertising Federation) ADDY

profitability.

Awards. Sunrise took home ADDY gold in the following categories: Specialty Advertising, Other Merchandise; Specialty Advertising,

Bradshaw recognizes the value of giving its employees the

Incentive/Award; and Mixed Media, With At Least One Specialty Item.

opportunity to make a difference in the Dallas-Ft. Worth community: the company provides paid community service hours for all employees

Tillamook, a farmer-owned dairy co-op, announced the release

so that they can be a part of something bigger than themselves. In

of its light yogurt line naturally sweetened with Truvia® sweetener.

May, seven Bradshaw employees volunteered with the North Texas

To make the best-tasting, highest-quality light yogurt, Tillamook

Food Bank to distribute food to those in need in the area. The

took two years perfecting the recipe made with no artificial growth

group worked hard unloading pallets of bread, sweets, grapefruit,

hormones, no artificial flavors, no artificial colors, no artificial

cucumbers, cabbage, potatoes, carrots, and pizza and placing equal

sweeteners, and no high fructose corn syrup. The 10-flavor line is

amounts into individual boxes. It was already a hot day that morning

ready for national distribution and has been authorized by major

with the bright Texas sun blaring down, but everyone worked with a

grocery retailers in the Pacific Northwest.

6

NAVUG Magazine

The W3

Project is building a community of people who walk

in the pursuit of health and wellness for everyone. In February 2012,

Jeffrey E. Burke has been named president and CEO of Western Financial Group (Network), Inc.,

Filtersfast.com, Winetowater.org, and TrekDesk Treadmill Desks joined

with responsibility for leading the company’s fast-growing network

together to create The W3 Project. The project collects mile donations

of 120 insurance brokerage offices across western Canada. He brings

to inspire everyone to reach their fitness goals while helping others. For

more than 15 years of executive leadership experience in both Canada

each mile donated, W3 solicits $1.00 sponsorships from customers and

and the United States to the position. Before joining Western, he

corporate contributors. With that dollar, Wine to Water can provide

served as senior vice president at Allstate Canada, prior to which he

clean drinking water for one person for an entire year. This joint initiative

held a series of increasingly responsible sales and marketing positions

will help to expand the importance of walking to improve overall health

with both American Family Insurance and Allstate in the United

while helping those in need. To learn more about The W3 Project, or to

States.

donate or sponsor miles, visit www.filtersfast.com/w3

Western Financial Group website (www.westernfinancialgroup.ca).

This information was first published on May 22, 2012, and is taken from the

NAVUG

events We have several upcoming webinars and training classes.

Visit www.NAVUG.com/events to learn more and register.

Upcoming Webinars AUGUST 14 – The ROI of Upgrading Your Microsoft Dynamics NAV Solution

NAVUG™ Academy Instructor Led Online Training Classes

AUGUST 22 – Special Interest Group (SIG): Finance

AUGUST 17 – Account Schedules and Analysis Views

AUGUST 30 – NAVUG Forum Preview

AUGUST 24 – Microsoft Dynamics NAV Development Series:

AUGUST 30 – Microsoft Dynamics NAV Resources Online

Introduction to C/AL

SEPTEMBER 13 – Partner Showcase: Image Tag

SEPTEMBER 14 – Dimensions in Microsoft Dynamics NAV

SEPTEMBER 18 – How to Use Social Media for Your

SEPTEMBER 20 – Microsoft Dynamics NAV MRP 101

Business

SEPTEMBER 21 – Introduction to Management Reporter

SEPTEMBER 19 – Ask the Experts: Finance

SEPTEMBER 27 – Reporting in Microsoft Dynamics NAV 101

SEPTEMBER 26 – Ask the Experts: Developers

SEPTEMBER 28 – Microsoft Dynamics NAV Development

OCTOBER 25 – User Group Orientation Webinar OCTOBER 30 – Ask the Experts: IT

Series: Code Part 2 OCTOBER 4 – Microsoft Dynamics NAV MRP 201

OCTOBER 31 – SIG: Finance Fall 2012

7

Retool

Your Business Processes

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W ELCOM E TO OUR N EW

NAVUG™ has seen great growth in 2012: so far this year we have added more than 140 new end User companies as part of the group. If you haven’t joined us lately for a webinar, get online and join in – and meet some new Microsoft Dynamics NAV Users like yourself!

Be sure to say aloha to HONBLUE, one of NAVUG’s new Premium Members. HONBLUE is a Hawaii technology company that manages, transfers, and accelerates the transfer of information within the design and construction industries.

HONBLUE is currently running Microsoft Dynamics NAV 3.7 and is starting the upgrade to Microsoft Dynamics NAV 2009 R2. Harvey Rackmil, HONBLUE’s CFO, will be attending NAVUG Forum for great learning on Microsoft Dynamics NAV. Be sure to meet him there! You can follow HONBLUE on Twitter @HONBLUE or visit www.honblue.com.

Mark your calendar for the Microsoft Dynamics premier event of the year!

CONVERGENCE 2013 March 18-21, 2013 New Orleans, LA Watch our event website for updates: www.microsoft.com/dynamics/convergence/neworleans13

Fall 2012

9

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leader

MEET THE

Scott Rose Midwest Regional Chapter Leader Scott Rose leads the NAVUG™ Midwest Regional Chapter (formerly MANUG – Madison Area Navision User Group). Scott has been leading that chapter for a few years now and does an awesome job! NAVUG sat down with Scott to talk a little about his leadership role and the benefit of Regional Chapters.

COMPANY Mirus Bio LLC LOCATION Madison, Wisconsin EMAIL Scott.rose@mirusbio.com TITLE Vice President of Operations REGIONAL CHAPTER LEADER SINCE 2009

NAVUG: Your May meeting brought in 85 Users. That’s a great turnout! How have you been able to grow the attendance over the years?

Scott Rose (SR): When we first started the chapter, we held all the meetings in Madison.

To increase participation we started to move the meetings around Wisconsin and northern Illinois. At the time it was still a three-hour meeting, so people weren’t willing to drive a long distance to attend. We’ve changed our format to a full day of content, and now people are driving that distance, spending the night in a hotel, and attending the meeting the next day.

NAVUG: What’s the most rewarding aspect of being in a Regional Chapter?

SR: It’s good advice that’s free. Nobody’s on the clock at a chapter meeting. You don’t want to start a service ticket every time you have a question, and it’s nice to ask people how they do things and then go back to the office and try it. Sometimes you don’t know what to ask, but a conversation with another User can help you understand what needs to be done, and perhaps mushroom into a project that your Partner can help with.

NAVUG: You’ve been a chapter leader for more than three years. What do you like about that leadership role?

SR: Funny story how I got involved with that…I originally volunteered to help as some Members were leaving, so I ended up taking the notes, leading the meeting, and keeping an eye on the checkbook. Now that we’re part of NAVUG, I have a lot more resources and have eliminated the work I was going through to get the content figured out.

NAVUG: What advice do you have for Users who do not have a Regional Chapter nearby?

SR: Talk to a Partner and get the names of local Users. You don’t have to have a local chapter to get together, and it could be as easy as setting up a lunch meeting. If you can form a group that wants to get together and sit at lunch and talk about Microsoft Dynamics NAV, do it. When we started, it was a base group that met in a conference room. We didn’t have an agenda; we just sat and talked. It was then – and is now – a nice thing that has mutual benefits for everyone involved.

First NAVUG Midwest Meeting a Huge Success NAVUG held its first day long Regional Chapter meeting in Waupaca, Wisconsin on May 9. The event was a great education opportunity and networking success with more than 85 Users, hailing from Wisconsin, Minnesota, and Chicago, Illinois, in attendance.

The event kicked off with a welcome party on May 8, sponsored by Serenic Software and ABC Computers, Inc. The next morning, sessions were split into two tracks, one for business Users and one for technical Users. The lunch break featured networking huddles, which gave Users the opportunity to dine and visit with people in similar job roles or industries. The afternoon gave way to a preview of Microsoft Dynamics NAV 2013 from Tom Taylor of Microsoft, a Tips and Tricks session from Kerry Rosvold of Augsburg Fortress Publishers, and Customer Showcases from Mark Schramm of Alarm Detection Systems and Jeremy Probst of Technical Prospects.

NAVUG would like to thank all our event sponsors: ABC Computers, Inc., Data Masons Software, Equisys, Esker, Fastpath, Lanham Associates, Mergetool.com, Serenic Software, TARGIT, About Time, and Experlogix.

Fall 2012

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Talking Rain

showcase USER MEMBER

From Archaic to Transparent COMPANY Talking Rain HEADQUARTERS Preston, Washington INTERVIEWEES Michael Lowes, Brittany Bartman, and Jeff Apel EMAIL Mlowes@talkingrain.com, Bbartman@talkingrain.com, and Japel@talkingrain.com WEBSITE www.talkingrain.com ESTABLISHED 1987 NUMBER OF EMPLOYEES 140 MICROSOFT DYNAMICS NAV USER SINCE December 2010 NUMBER OF USERS 60 NAVUG™ MEMBER SINCE 2011

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W

hen asked what life at Talking Rain was like prior to deploying Microsoft Dynamics NAV in late 2010, the reply requires only one word: Archaic. “We had a system that was very archaic,” says Michael Lowes, the company’s director of finance. “It was difficult to get data out of it, it was difficult to edit, and we had no support for it. We’d had it for 13 years, and we’d outgrown it.”

Talking Rain is a manufacturer of waterbased beverages such as Sparkling ICE, Sparkling Spring Water, and Mountain Spring Water. While he won’t reveal sales figures, Lowes does say that Talking Rain is a national company with some international sales. It maintains one manufacturing site in Preston, Washington and uses comanufacturers throughout the country.

Not surprisingly, Talking Rain relies heavily on Microsoft Dynamics NAV’s manufacturing functionality and capabilities. At the same time, the solution is used to manage pretty much everything from procurement to shipment to the entire financial module. “We use it as a full ERP system,” says Lowes, who adds that the most challenging part of the deployment was the learning curve. “Over a period of three to four months, we had to learn new processes.

We were doing what we already knew how to do but with different software.”

While there are many, the majority of the benefits delivered by Microsoft Dynamics NAV fall under the category of better access to better data. “Reports are big,” says Lowes.

Drill downs are performed with navigation tools, offering access to the needed data in varying streams and formats. He says there is a lot of activity on the general ledger side as well. Further along in the reporting process, he says that being able to easily download into Microsoft Excel is a big plus. “It’s much simpler,” he says.

In terms of customizations, Lowes takes a hybrid approach. “Part of the beauty of the role-tailored client is that the screen can be edited fairly easily,” he says. “So we do our own customizations for Users, but we hire out for customizations that need to be performed on the server side.” To accommodate the company’s new approach to costing – FIFO (first in, first out), which Lowes says will increase efficiencies – changes are being mapped out in the system, including the elimination of a “painful” workaround associated with standard costing. “It’s a reset of the solution,” Lowes says.

In addition to the customizations, the company takes advantage of NAVUG, participating in webinars as well as attending a gathering hosted by the local chapter. Brittany Bartman, accounting supervisor, says both in-person and online User group events are valuable to her. “You get to hear a lot of questions and answers and learn about how other companies are using it,” she says. It was through the User group, in fact, that she learned about Jet Reports, an Excel-based add-on known for its robust reporting capabilities. “It improves month end closing processes, giving us real-time visibility into all the information,” she says.

Lowes plans to increase Talking Rain’s participation in the User group. Jeff Apel, controller, initially heard about the group at Convergence, which is what prompted him to sign the company up as a Member. He’s been very impressed with the group and the resources it has opened up. “Our business has been growing rapidly, so we haven’t been able to make more use of it so far. But the upcoming Forum is in Seattle, so we’re sending a cross-functional team representing IT, accounting, purchasing, and others so that we can learn how to leverage the technology even more,” says Apel.

NAVUG

contest NAME THAT PHOTO

What would you name this photo?

What do you think Norbert Donnelly of GoGo Air and Dennis Bruce of Data Masons Software were talking about?

What would you name this photo? Simply email your submission to Captioncontest@NAVUG.com. All submissions will be printed in the magazineâ&#x20AC;&#x2122;s next issue.

Fall 2012

13

Building Your Reporting Story

by Jason Chance, Seventh Generation

P

eople struggle with reporting in Microsoft Dynamics NAV. When you dig deeper, you realize that it’s not just reporting in Microsoft Dynamics NAV (although there is some room for improvement there; come on Microsoft Dynamics NAV 2013!), but business reporting in general.

I had minimal reporting experience before joining Seventh Generation in 2009. I went to a sort-of-helpful week-long Microsoft Dynamics NAV solution developers’ class as a new employee, but the rest has been learning as I go, a combination of trial and error, and Google searches.

I say this to give you hope, because now I’m to a point in my reporting knowledge where somebody thought I was qualified enough to teach classes on reporting. My hope is that they’re more than sort-of-helpful.

My company manufactures and distributes environmentally-friendly household and personal care products throughout the United States and Canada. Business intelligence is crucial to what we do, and we’ve built a pretty robust data warehouse to support that need.

Your company might not need the same type of setup as us, but I hope I’m able to provide you with some reporting information that you can apply to your own organization.

You Don’t Have to Build Rome in a Day The first step towards a business intelligence practice is figuring out what end Users want to see as an end result. It’s often best to start with the business questions

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they’re trying to answer or the problems they’re trying to solve. This affects the data you pull and might take a while for you to do. Remember that you don’t have to go huge from the start. For example, you could start with your GL and some dimension tables to get some simple financial reporting right away. You can do that quickly and easily without a whole lot of time or money. Then take another step and add inventory, then manufacturing and production planning.

Take it in bit-size chunks and phases. At Seventh Generation, we didn’t start with what we have now, and we’re always adding datasets and tools to our current practice.

And How Do I Get That Data?

I mentioned choosing an area of your business to use as the kick-off point for your plan. Let your team – your end Users – drive which part you do first. If your operations team is pushing for a business intelligence plan, maybe you start with the inventory piece.

When you sit down with your team to find out what they want to do with the plan, they’ll likely jump into the details first, such as how they want the report laid out. Take a step back and ask them the following questions: » Which questions can you answer now? » Which questions are hard to answer? » If you had to guess, which questions will you need to answer next year?

If your team isn’t able to answer one or more of those questions or just can’t articulate a need, you will never actually know if you met that need or if you completed the task you set out to complete.

If your team is really struggling to articulate their needs,

With a data warehouse, I can look at a Customer’s salesperson when the data warehouse is loaded, so our history isn’t stuck; it can change as our business changes.

talk to a Member of NAVUG™. It can help to see what other folks do and what problems they’re solving with their reporting.

If you’re really stuck, oftentimes a demo from a business intelligence vendor can help Users see things they didn’t think about. Temper the excitement from the shiny demo (see “Speaking of Vendors” below) and think about how the demo’s content could work for you, what’s missing from the demo’s scenario, and what would make your reporting fantastic.

If You Build It, Where Will It Sit? Another early consideration is whether you want to bring all your data into Microsoft Dynamics NAV, including data that doesn’t really belong there, or pull data out of Microsoft Dynamics NAV and other places and put it into a data warehouse.

This is where conversations with other Users can offer valuable perspective. We chose a separate data warehouse as we had the business need of pulling sources together for reporting and couldn’t compromise there. Having a data warehouse also gives us tremendous flexibility. If our business or clients change, the history is locked in Microsoft Dynamics NAV. We can’t change dimensions in history if a dimension changes on a Customer (when a salesperson changes for a Customer). With a data warehouse, I can look at a Customer’s salesperson when the data warehouse is loaded, so our history isn’t stuck; it can change as our business changes.

quickly create flexible reports that are customizable and usually run pretty fast. This is a huge advantage for end Users as it gives you the environment to build your own reports, right in Excel. It also means that you rarely have to visit with your IT team to get a report built.

When we started our business intelligence practice there weren’t very many third-party tools that could do everything we wanted to do, and we created everything manually. That is not the case today, and there are many that provide very robust solutions, getting you 80 percent to goal straight out of the box. If we were to start today, we wouldn’t build our own tool; we’d most likely go with a vendor and customize their solution to fit our needs.

Speaking of Vendors

Tools at the Ready

Vendors are never short of flashy demos that will knock your socks off. Don’t start your business intelligence plan with the vendor.

Instead, talk with Users and find out what they’re doing and what their own organization’s requirements are. After those conversations, go to the vendor and tell them what you need – sales to budgets year over year, pull in marketing data from CRM, etc.

It’s also a good practice to ask a vendor for references and then talk to two or three of their Customers. They’re the ones who are going to tell you how fantastic it is, what the limitations are, and what the implementation was like.

There you have it: some tips for building your own reporting story.

It may take a little time and energy, but when you start to see what couldn’t be seen before, it’s completely worth it.

NAVUG

This next part assumes you’ve gathered the data and are pulling reports like nobody’s business. There are tools available that make your job so much easier when it comes to business intelligence.

We created a data warehouse in SQL Server that feeds SQL Server Analysis Services cubes. Our cubes allow our end Users to

Jason Chance is a senior program analyst for Seventh Generation and can be reached via email at Jac@seventhgeneration.com. He leads the BI/Reporting track at NAVUG Forum and teaches the Reporting 101 Academy class.

Fall 2012

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NAVUG would like to thank all our PREMIUM PARTNERS for their continued support of the USER GROUP!

VAR Partners 1 click Factory ABC Computers Inc. ArcherPoint LLC Beck Consulting Deep River Technologies InterDyn CFO Consulting Liberty Grove Software Sikich Socius Tribridge Western Computer

1clickfactory.com abc-computers.com archerpoint.com beckconsulting.com deeprivertech.com interdyncfo.com libertygrove.com sikich.com socius1.com tribridge.com westerncomputer.com

ISV Partners Altec BI4Dynamics Data Masons Software, LLC Datahaven Equisys Esker Fastpath Solutions ImageTag, Inc. Jet Reports Lanham Associates Medius Software inc.

Mergetool.com PrecisionPoint Software SaaSplaza Sana Software USA Serenic Corporation Sologlobe SPS Commerce TARGIT US Inc.

altec-inc.com bi4dynamics.com datamasons.com datahaven4dynamics.com equisys.com esker.com gofastpath.com imagetag.com jetreports.com lanhamassoc.com medius-group.com mergetool.com precision-point.com saasplaza.com sana-software.com serenic.com sologlobe.com spscommerce.com targit.com

action

MEMBER IN

The

Art and Science of It All

W

hen Barbara Thompson moved across the United States in 2003 to join Medifast, a diet food manufacturer and retailer, she became controller of a company with $25 million in annual sales.

Today, sales exceed $298 million per year, and at the helm of it all, as it has been since 2001, is Microsoft Dynamics NAV. The solution is supplemented by the company’s participation in both national and local activities sponsored by NAVUG™, including classes and webinars taught by Thompson.

One thing that has changed over the years is Thompson’s position with Medifast. In 2010 she stepped out of the controller role and became the director of financial systems. “I’m a big believer in asking yourself regularly if you’re becoming the person you want to become, if you’re doing what you’re passionate about,” she says. “We split my old job in two because I was getting much more involved and interested in the financial systems.”

Figuring out what she wants to do and then doing it isn’t new for Thompson, who grew up surfing, swimming, and sailing in the coastal town of Gisborne, New Zealand. Thompson’s two brothers are championship sailors, and she and her oldest brother are breaststroke swimming champions. Thompson herself learned to sail with a seven-foot boat in a 20-foot-deep sea and winds of up to 30 knots.

“That’s how I grew up,” she says. In her 20s she moved to Seattle, got married, had a couple of children and, in her 30s, got an accounting degree. Her 30s and 40s found her running marathons, competing in triathlons and bike racing, “and things like that.” One day, something surprising happened: “I had a friend who let me borrow his single rowing shell. I had never been in a shell, and I couldn’t keep it upright.

It beat me, and so I became determined to learn it.”

These days, Thompson lives on the other side of the continent, in Annapolis, Maryland, where she rises several times each week at 4:30 in the morning in order to have her hands on her rowing shell at 5 a.m. sharp so that she, along with the three other women in her group, can carry the 400-pound craft to the water and begin the day’s practice.

Thompson describes rowing as both an art and a science.

First, the science. “Rowing is finite and precise,” she says. “It attracts engineers and accountants but also people who are really into teams. A lot of the training and teamwork from rowing applies to the management of my finance team. Just as we all have to work together

to pick up the boat, it’s the same thing when you close month end.

My teams on the water and in the office are best because we work hard with and for each other. We cover for each other, and we work together to accomplish something specific.”

But there’s a less quantifiable though equally compelling side to rowing as well. “We leave in the dark, and there is nothing like sitting in a boat, rowing and watching the sunrise with your girlfriends,” she says. “My rowing mates and I have gone through a lot together. We’ve lost children and parents together. It’s the most soul-stirring sport I’ve ever done. We’re not talking when the sun rises. We just row as a team.”

There are similarities, Thompson says, between rowing and managing the financials. “Both are about challenging yourself and becoming the best you can be,” she says. “Even though you’re doing it with other people, you’re still working on your own growth. My job is interesting to me because I like to think a lot and solve problems on my own, but I also have high group needs. Who knew?”

Learning about yourself, Thompson says, is essential to fulfillment.

(She recommends “What Color is Your Parachute?” by Richard Bolles as a starting point). “Put some time into understanding what will make you happy and whole as a person, and then create your own life,” she says, and then offers her approach to the weekend as an example. “I go to bed early on Friday nights because I’m so excited for the weekend to begin. I have big plans! And then on Sunday I go to bed early again because I’m looking forward to coming back to work, and that’s because I love my job.”

NAVUG

Fall 2012

17

T T & TIPS & TRICKS Learning More About Analysis Reports and Analysis by Dimensions

by Kerry Rosvold

A

nalysis reports and analysis by dimensions are the native reporting options that extend Microsoft Dynamics NAV reporting to the item ledger entries generated from the sales, purchasing, and inventory areas of the application. I find that many Users don’t know that this reporting option exists; I think it is one of the more underutilized areas by Microsoft Dynamics NAV financial Users.

These reporting options can be found on the general ledger, sales and marketing, purchasing, and inventory menus.

The main advantage this reporting tool has over account schedules is that it reaches a further level of detail that just isn’t recorded on the general ledger. Being able to get to quantity information at the item or location level in addition to the dollar values posted makes these tools very helpful as a way to get operational reporting.

What is the difference between the two?

Analysis by dimensions is a query tool. The key to using this tool effectively is to use aggressive filtering, especially if you have a large number of items. It can be a very quick way to get information about what may be going on with a single or small group of items. You can also export to Microsoft Excel, and it shows up in a pivot table.

Analysis reports allows you to configure and save row setups and column layouts for later use, which makes it a reporting tool. These reports work a lot like account schedules, with some added features to accommodate the additional data you can reach because you’re reporting against the item ledger entry tables instead of the general ledger.

A few hints on analysis reports and analysis by dimensions: » Skip the analysis report on the general ledger menu and use accounts schedules; you’re not going to get any added value here.

» When posting sales or purchase orders, you must be fully utilizing the sub module, i.e. do not allow any posting of lines to general ledger accounts on the sales or purchase order documents. Any posting that goes “around” these modules will cause your analysis report to show a lower number than what is on your general ledger. Avoid the argument of reporting credibility by understanding this and either being able to explain the variance or prevent it from happening altogether. » Know that analysis reports will not automatically update if you add new items. You’ll need to go in and do this manually to each report every time you add new items.

For more information on analysis by dimensions and analysis reports, reference the documents below, found on CustomerSource: Documentation > User Guides > Overview of Training Manuals and Hands-On Labs for Microsoft Dynamics NAV 2009 » Trade in Microsoft Dynamics NAV 2009 – Chapter 9 » Business Intelligence for Information Workers in Microsoft Dynamics NAV 2009 – Chapter 5 Documentation > User Guides > Overview of Training Manuals for Microsoft Dynamics NAV 5.0 » Trade in Microsoft Dynamics NAV 5.0 – Chapter 10 » Business Intelligence for Information Workers in Microsoft Dynamics NAV 5.0 – Chapter 6

Keyboard Shortcuts: Classic to RTC W

ho knew that keyboard shortcuts could be so darn controversial?

I recently got the chance to present a Microsoft Dynamics NAV tips and tricks session at the NAVUG™ Midwest Regional Chapter meeting, and one topic that came up again and again was what keyboard shortcuts were changing in the transition from the classic client to the role-tailored client (RTC).

The first discussion started as a rumor during the social hour the night prior. “Did you hear they’re getting rid of F8?” “No, they can’t get

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rid of F8!” “What’ll we do without F8?” “Oh, my inventory accountant is going to hate that!” “Well, I heard they’re changing everything.”

Lucky for us, we had quite a few folks there who have already been using the RTC who were able to quite handily put that vicious rumor to rest. F8 is firmly available to copy the field above in the new client, just as it has been in the classic client.

There are quite a few other things that are just simply changing, and I think the changes make a whole lot of sense.

Take F3. F3 has been the constant companion of the Microsoft Dynamics NAV User, utilized whenever we needed to designate a new record, a new line, a new document, or a new card. Anything new has been F3. This has been replaced with four new commands in the RTC. Complicated? No; I think that Microsoft has made a concerted effort to simplify by making keyboard shortcuts more consistent with other Microsoft Office products. Even though four new commands are replacing one, I think that Ctrl+N will come quite naturally to someone wanting to create a new record. Likewise, Ctrl+Insert makes sense for inserting a new line. Ctrl+Shift+C for opening a new card and Ctrl+F2 for creating a new document may be a little taxing, but I’m betting we’ll all get used to it. Frankly, I’m glad to see Microsoft making it easier and more consistent for new Users to adopt.

I’m sure I may utter an oath or two when I hit F3 in the RTC and instead of getting a new record, get bumped into a field filter. But I sure will appreciate many of the brand new keyboard shortcuts that support RTC features that we’ve never had before like Alt+Tab

to switch among open windows and F5 which now acts as a refresh command, just like it does in other programs.

Check out this link for a comparative list of keyboard shortcuts between the classic client and the RTC: http://navfinancials.files. wordpress.com/2012/05/nav2009keyboardshortcuts.pdf. This will be the first document I give to my end Users when we start working on our transition to the RTC. There will always be fear of change, even with small things like keyboard shortcuts.

Encourage folks to look for the consistencies and efficiencies gained with the new ones and remind them: at least they didn’t get rid of F8.

NAVUG Kerry Rosvold is the corporate controller at Augsburg Fortress Publishers. She started her blog, http://navfinancials.wordpress.com, as a way to give back to the Microsoft Dynamics NAV community. In just four months, the blog has had more than 1,000 views with readership in 51 countries. Contact Kerry at Kerryrosvold@live.com if there is something specific you’d like included in the blog.

Fall 2012

19

DAVID

Worthington D

avid Worthington has been with Microsoft for more than five years. He started on the Microsoft Dynamics Mobile team and then moved to a role as a test lead for the Microsoft Dynamics NAV tools and reporting team, which is made up of 15 people that concentrate on the development environment and creation of reports. NAVUG™ spent some time with David to learn about what his team is up to as development on Microsoft Dynamics NAV 2013 wraps up, what they’ll focus on next, and why he’s excited for Users to experience the reporting tools in the next product release.

NAVUG: Are you still busy with Microsoft Dynamics NAV 2013 or is your work there complete?

David Worthington (DW): We’re putting the final touches on the product now, working through the feedback and issues that came in from the TAP (technology adoption program). Our development work has finished, but we want to make sure the release meets the expectations of Partners and Customers.

We’ve been focusing a lot on the upgrade story and trying to make that process as easy as possible for our Customers.

NAVUG: Do you also have one eye on a future release? How does that planning calendar work?

DW: We’re definitely looking forward to the next version and how things that were not included in Microsoft Dynamics NAV 2013 might be worked into a new version or an enhancement to this product. We could also get feedback that changes what we do in the next version.

NAVUG: What can you tell us about reporting in Microsoft Dynamics NAV 2013?

DW: Microsoft Dynamics NAV 2013 moves to a new reporting story, using Microsoft Visual Studio® to design reports and standard

Microsoft reporting tools to display reports. That’s something we started with Microsoft Dynamics NAV 2009. In that version, Users had the option to keep the classic reporting functionality or try the new reporting tools through Visual Studio.

Allowing people to run in both environments forced a lot of compromises in the product, so we’re focused on making this change to Visual Studio a good one for Customers who had been with the classic reporting. Customers who are already using Visual Studio will likely notice and hopefully enjoy the new features we’ve built into the product.

NAVUG: What are TAP members most excited about when it comes to reporting tools in Microsoft Dynamics NAV 2013?

DW: I would say the improved Role-Tailored Client report design experience with the new report dataset designer and the optimized dataset with labels and parameters.

NAVUG: How will the new reporting tool make a User’s (work) life easier?

DW: I think they’ll feel more productive, especially when it comes to designing reports with the new report dataset designer, as the focus is on RDLC (client report definition) reports with no hybrid reports available.

NAVUG: Do you interact with a lot of Users in your role?

DW: Most of my interaction with Users is via their submissions in Connect (the Microsoft feedback tool available at https://connect. microsoft.com/dynamicssuggestions/feedback). I do attend some conferences and was at Convergence this past year, but most of my time is spent in the office.

Our office in Vedbaek, Denmark, has a Customer Day each year when we go onsite to a Customer’s office and see how they work with the product. It was amazing to see how much of the company we visited this year is running on Microsoft Dynamics NAV. Everyone who worked there worked in Microsoft Dynamics NAV. NAVUG: You mentioned Connect. How do you decide which features to include in your next set of reporting tools? Do you

TM

TM

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NAV

showcase MICROSOFT MEMBER

use information strictly from Connect, ideas that weren’t implemented in the past release, or a combination of both?

DW: Realistically both. But if we just looked at Connect and our backlog, we wouldn’t make any really big changes. For example, I don’t think Microsoft Dynamics NAV running on Azure was ever logged. It’s a combination of long-term vision and planning and what comes in through the tool, especially with reporting as we hear about things that people need to do to address regulatory practices. We have to balance all of these different things and decide what is going to be the best bet.

We also get a lot of feedback from our Community team as they’re talking to Customers all the time and come back to us with what they hear via the Community website and events such as Convergence.

We’ve been focusing a lot on the upgrade story and trying to make that process as easy as possible for our customers.

NAVUG: What did you think of Convergence?

DW: It was a great experience. I got heaps of feedback. Normally the people from the Microsoft Dynamics NAV team who go are in product marketing or management, so I was pretty nervous when I had the opportunity to go. I’ve been to things like Dev Days and Directions (a Microsoft Dynamics NAV Partner Conference), but I was positively surprised by Convergence. Every time I sat down to lunch and talked with others, I learned their opinions about reporting in Microsoft Dynamics NAV. It was really interesting to hear their story as well as how long they’ve been using the solution, especially those businesses that have grown with it.

NAVUG: We’re excited to see this new product come out soon. If you were to peg just one, what do you think is going to be the greatest User benefit with Microsoft Dynamics NAV 2013?

DW: Users will be able to use the new report capabilities with Report Viewer 2010 and RDLC 2008. Many standard Microsoft Dynamics NAV reports will also look better than they did with Microsoft Dynamics NAV 2009, as we have applied the new User experience guidelines to make use of more RDLC features such as charts, color, and interactivity. The reports will also have better performance due to dataset optimizations.

NAVUG

Fall 2012

21

E NOAH KLUG ICOLA CRISTIAN N

KLEMEN LO GAR

B

usiness intelligence (BI) is a wonderful concept: take the data you have accumulated over the years in Microsoft Dynamics NAV and put it to work for you. But in order to grow a strong BI practice, you need to start with a good plan.

The Microsoft Dynamics NAV and NAVUG™ communities are fortunate to have a wealth of reporting experts within User and Partner organizations.

We reached out to Cristian Nicola of NCA Dynamics, Noah Kluge of PrecisionPoint Software, and Klemen Logar of BI4Dynamics to talk about business intelligence, the business case for having a reporting strategy, and how you can enhance your own BI knowledge in order to draw more visibility from your existing data.

Cristian has been a Microsoft Dynamics NAV consultant for more than 10 years. He created http://dynamicsbiguide.com to share tips and tricks with the community, and his love of BI goes back to his formative years.

“I’ve been programming since I was 12 years old,” says Cristian. “I’ve always been attracted to classifying, organizing, and sorting information, and then taking that data and trying to put it all together into an organized environment, like a library.”

BI allows Cristian to make that library available to his clients, giving them the opportunity to make decisions they wouldn’t otherwise make had it not been for seeing data in a new way. In the last few years he has a gained a lot of knowledge of BI solutions through interviewing multiple vendors in order to pick the best solutions for his Customers.

Noah’s experience comes from his position as a data analyst and US general manager for PrecisionPoint Software, an ISV that offers the hypercube, a solution that allows a User to view and analyze data from multiple sub-ledger sources in a single, unified environment. His experience came from watching Microsoft Dynamics NAV in action, studying how the data flows through the product.

Klemen built his reporting knowledge over the years from listening to his clients’ business needs and seeing the challenges they experienced.

“Working on a BI project with a client is very beneficial for both the client and vendor,” says Klemen. “I get to know the Customer’s business process – their business routine, key business requirements, and current state on reporting. Understanding the client’s business is crucial for the successful implementation of a BI project.”

A common thread in the reporting world is that Users want to be able to pull their own reports rather than rely on a vendor to help them out. But in order to pull those reports, you need to have the right plan and the right data or you’ll fall into the depths of “garbage in, garbage out,” according to Klemen.

“The point of BI is to give Users the power of creating reports,” says Cristian. “There’s

Putting Your Data to Work

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a lot of work up front to make sure your reporting solution will enable you to build those reports, and I like that once you put that in place, Customers can do this on their own without going to a developer all the time.”

That upfront work consists of building a strong data foundation so you’re able to pull the most important information from Microsoft Dynamics NAV. This task is accomplished by gathering requirements from your team on what they’d like to see and how they’d like to see it.

Though there are numerous considerations, one example is to think about how your item and Customer groups will result as hierarchies in BI. “Having good item and Customer grouping gives you more flexibility when working in analytics,” says Klemen. “It’s the same with chart of accounts in GL and account schedules. Many Customers don’t use account schedules because they are not very flexible in Microsoft Dynamics NAV. Yet they are very powerful when you bring them into BI as it extends the functionality to turn account schedules into very powerful financial reporting.”

Creating that positive reporting experience is something that makes all that upfront work worth the effort.

“I love the ability to help people make sound decisions,” says Noah.

“We have a new Customer who has shared that he’s transitioned from working with 10 reports he’d written in a different environment to using one of ours to pull data together in one spot.”

In addition to having all that data in one spot, Users can also use BI for functional analysis, including trend analysis over multiple years, sales and profit analysis, key performance indicators, and consolidation over multiple companies. Having this variety of information at your fingertips can help your organization in so many ways, from knowing where to look for cost savings to being able to forecast and plan future activities.

Although BI has been a hot topic the last couple of years, Cristian believes we’ve just scratched the surface.

“We’re in the early stages of what we know about BI,” says Cristian.

“It was built for trend and data analysis, but I believe we’re going to move into data mining, which will then be commoditized and in the cloud. It used to be that companies with an ERP system had a leg up

on their competition as they were able to run their business more efficiently. Now that more and more companies are using ERP, it’s no longer a competitive advantage. Users always need to look at what they can do to set themselves apart.”

As with any software or plan, BI is only of value if you actually use it, rather than “letting it gather dust on the shelf,” according to Cristian. Once you have your plan in place, you just need to jump in and start letting BI work for you.

“There’s definitely a learning curve,” says Cristian. “I’ve spent my last three to four years living and breathing this, helping Users and Partners understand what BI is and what it can be used for. It’s so rewarding to have it click for a Customer. The reason I love being in the Microsoft Dynamics NAV business is that I’ve had Customers say that they’re successful because of NAV.” Adding to that, “BI makes a User’s life easier,” says Noah. “It helps people and helps their business.”

If you’re in the market for an actual BI solution, be sure to look around to see what’s available. There are numerous vendors in this space right now and just as your business is unique in the things you do with Microsoft Dynamics NAV, each of them has something slightly different to offer.

“You wouldn’t go out and buy an ERP system without comparing pricing and vendors, and this is the same thing,” says Cristian. “Check out at least two or three products, see what they have to offer, and make the decision that’s best for your organization.”

One other thing to consider concerns the creation of your data warehouse.

“Building a data warehouse takes a lot of time,” says Noah. “Look at products in the marketplace that solve that problem and automate the task for you.”

Implementing a BI practice isn’t something you’ll cross off your to-do list in a day, but it’s worth it when you think about the business insight you’ll experience. Even when you have your practice up and running, there’s still an element of responsibility for you and your team as BI is an ongoing project. Much like a seed planted in the ground, a good BI plan will flourish under your care.

NAVUG

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Congrats to Randy Derfus of The Visual Pak Companies for winning the Spring 2012 Word

Academy

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

Analysis

in this issue of NAVUG™ Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win a

Barbara Thompson Business Intelligence

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

Chapters

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

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E K S T I P S A N D T R I C K S W E B I N N R W T

P B N Y C L E E C N A H C H G N I H T R O W E G A

O U R O L E T A I L O R E D T D N U O R D B I N L

R S T I W T L E A R T K N O W L E D Y S I K N I K

T I I N W L S U M M I P G N I K L A T N S D T N I

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

NAVUG Magazine

N E M E B M L D T I P S A N D T R R L I U K L A G

G S U L I E E H G K E R R Y R O S G G H S C L R R

N S S L N D A O P E O H T A R A B R A B S I I T A

O I M C O M M U N I L L R O U N D T A C I R G D I

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

P D A V I D W O R T H N S U M Y L E A M N R A E L

M B S T Y S E L B A T D N U O R T T T M S D J S I

O D S H U A I S Y L A N A S H I P I Y U S A E R S

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

T O C M D E M R E P O R T T S S I O P U L V R T R

A V S P E E C H A P T E R R S E D P O Y M I E P O

R S I S D T J A S O N C H A N C E E V S B M P A P

A O D A R N D Y N A M I C E S E G R I J A D O H E

B R C C C A T D T F O S O R C I M G L A T E R C R

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

A O I A M U B N O T G N I H T R O W D I V A D V E

B P J A S G L R E G I O N D E R O L I A T O G A J

G B U S I N E S S I N T E L L I G E N C E D F N E

Community David Worthington Discussions Jason Chance Jet Reports Kerry Rosvold Knowledge Learn Microsoft Dynamics NAVUG Regional Chapters Reporting Role Tailored Roundtables SIG Summit Talking Rain Tips and Tricks Training Webinars

showcase VAR PARTNER MEMBER

Beck Consulting

B

eck Consulting has been in the Microsoft Dynamics NAV business since 1997. Their very first client, California Dairies, is still an active client today, and that relationship has paved the way for Beck Consulting to have a focus on the food industry.

NAVUG: You’ve developed several modules within Microsoft Dynamics NAV to help Users with their specific industry needs. Tell me about them.

Cheryl Irons (CI): We have. We’ve created aptly named modules for the food industry (bcFood), data warehousing (bcData Warehouse), EDI integration (bcEDI), trade management, commissions, and programs (bcTrade), document management (bcProductivity), warehouse management (bcMobile), and shipping (bcPackandShip), to name a few.

NAVUG: Do you work in verticals outside of the food industry?

CI: Yes, we also work with manufacturing and distributionfocused Customers. We’re proud to be well known on the West Coast as Microsoft Dynamics NAV experts and are fortunate to have low turnover with both our Customers and our personnel, which have an average of 12 years of experience using Microsoft Dynamics NAV. NAVUG: You mentioned bcData Warehouse. You’ve focused on growing your business intelligence (BI) capabilities recently. Did you see the need or was it something your Users asked for?

Jeremy DeVries (JD): Traditionally it’s been a struggle to get information out of Microsoft Dynamics NAV for reporting purposes. The person building the report has to understand the database structure and know the connection between entities. We decided to create data warehouse structures and pull in all the information we could possibly think Users would want to

see, so that when they build a report they can easily pick the metrics they want.

NAVUG: Do Users then create the reports in Excel or in a different environment?

JD: They can use any tool that points to the SQL database, such as PowerPivot, MS Query, SRS, Crystal Reports, and Jet Reports.

NAVUG: What do your Users like about the reporting tools you’ve created?

JD: It makes it so much easier for them to build a report. They don’t need to be technical and understand all the table structures, they just need to know what type of information they want to see in a report format.

NAVUG: What do you enjoy most about being a Partner?

CI: We love what we do. We love working with Microsoft Dynamics NAV and all the modules we’ve built into it. It has a low TCO and is all on one database, making life easier as we don’t have to integrate with a lot of products from other companies.

We get a lot of accolades from Users and Microsoft because of how we approach the business.

We have also really enjoyed being part of NAVUG as a Premium Partner Member. We sit in on the webinars and see the value that Users receive. We hope to use NAVUG Forum to educate our customers and will host our own User Group at NAVUG Forum this fall. One of the managing partners is also getting involved, leading a Regional Chapter meeting in Belgium as he’s Dutch. It’s been a pleasure to see such great NAVUG value for us and our Customers.

COMPANY Beck Consulting

HEADQUARTERS Alameda, California

WEBSITE www.beckconsulting.com

INTERVIEWEES Cheryl Irons, sales executive, and Jeremy DeVries, senior implementer and project manager

EMAIL Cheryl@beckconsulting.com and Jeremy@beckconsulting.com

ESTABLISHED 1986 NAVUG™ PARTNER MEMBER SINCE 2009

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NAVUG Magazine

T T & TIPS & TRICKS Catching Up on NAVUG Webinars id you know as a NAVUGTM Member you have access to our recording library? Did you miss a NAVUG webinar you really wanted to see?

No worries, there are more than 100 recordings available on www.NAVUG.com and here are the simple steps to finding those valuable recordings: » Navigate to the Member Resources tab of www.NAVUG.com and select “Content Library.” » Choose either “All Recordings” for a full list of all recordings or select a Focus Area to drill down by subject matter. » Scroll through the list to find your desired topic.

D

» Once you click on the desired recording, you’ll see the full webinar description.

Scroll to the middle of that description and you will find the “Materials” section where you can either right click to save or click directly to play the webinar. Remember, you must be logged into www.NAVUG.com to see the recorded files.

» Please note that access to these recordings is determined by original webinar event status, either “Open” (available to all NAVUG Members) or “Premium” (available only to NAVUG Premium Members only). NAVUG

Fall 2012

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showcase ISV PARTNER MEMBER

Jet Reports, Inc. NAVUG: Tell me about your company.

Joe Little (JL): Prior to 2002 we were a VAR. Some of our clients insisted on using Microsoft Excel instead of Microsoft Dynamics NAV for their reporting, so we gave in and created an Excelbased tool called GL Link. We were giving it away to friends within the channel, and people liked it. Pretty soon they were asking for new versions, and we made the decision to develop the product. Customers liked the idea of doing work in Excel, we continued to make improvements, and Jet Reports was born.

Since then, a lot of improvements have been made to reporting within Microsoft Dynamics NAV, but people still turn to Excel as the first place for analytics.

NAVUG: Tell me about Jet Reports products.

JL: We offer three solution tiers of Jet Reports. The newest is Jet Express, which was developed in partnership with Microsoft and is free to Users who are on Microsoft Dynamics NAV 2009 (soon, Microsoft Dynamics NAV 2013) current on their Business Ready Licensing plan. We worked closely with the Microsoft team on this product to promote the integration story. Our second product is Jet Essentials, which is an enhanced, Excel embedded reporting and automation solution. Essentials includes additional features and functionality that facilitate all the operational reporting and distribution needs many organizations have. The third is Jet Enterprise, which is a full business intelligence (BI) product that has all the reporting components of Jet Essentials, but also has a BI stack behind it. Jet Enterprise enables Users to create and maintain cubes, as well as use pre-built cubes and reports for Microsoft Dynamics NAV. NAVUG: What sets you apart from your competition?

JL: We pay a lot of attention to the fit factor. We focus on making the tools work well for the market, with the skills they already have in house. There are many companies in the market that have great technology, but don’t have the same attention to fit. Some require skills with MDX, installation services scripts, etc. That’s all fine, unless your organization doesn’t have the skills.

NAVUG: What’s on the horizon for Jet Reports?

28

NAVUG Magazine

NAVUG: We really like having you as an active Partner Member. What’s been the most valuable aspect of your NAVUG membership?

JL: We love hearing what the Users have to say. Many public events are driven by vendors and there’s a lot of talking “to” clients – outbound speech, which isn’t really communication.

NAVUG is reversed. At first we weren’t sure if that would be true, but it’s very End User-based. Users determine what they want to hear, and then speakers are found on that topic. So as a Partner, when we’re asked to present, it’s fantastic to speak about what people want to know.

JL: We have a product in beta right now called Jet Reports 2012 R2. It contains new functionality to work with Microsoft Dynamics NAV 2013. Because it’s part of that new platform, it uses web services and runs on Windows Azure.

NAVUG: You mentioned this briefly, but you worked with Microsoft on providing Jet Reports Express to Users at no charge.

That’s a pretty great relationship to have with Microsoft.

JL: When we agreed to do that, we made some commitments to Microsoft, one being that when Microsoft Dynamics NAV stepped up to Azure and web services, we would work on the same platform and have our products available at the same time as their product release. There’s a strong commitment there, so we are working closely with the Technology Advancement Program (TAP) and the field to make sure everything will work according to plan.

NAVUG: That’s good to hear. A lot of Users are anxious to see the reporting capabilities of Microsoft Dynamics NAV 2013 as well as what you and other ISVs have planned. You’ve been working with reporting for a while now. What do you think is the greatest benefit to having access to quality reports?

JL: You always know how your business is performing and have one version of the truth to back up your tactics and strategic plan.

You need to have that, or everyone is off on their own planet with different sets of numbers. You also need the ability to create reports on the fly and be able to quickly look at something you didn’t expect so you can get questions answered, off your desk, and stay productive.

Productivity around the world is at an all-time high. To be competitive you need to sharpen your tools and be really productive because everyone else is. A great reporting and BI solution will do that, enabling you to be efficient and effective.

NAVUG

COMPANY Jet Reports, Inc.

PHONE 503-608-3637

ESTABLISHED 2002

INTERVIEWEE Joe Little, president

EMAIL Joel@jetreports.com

HEADQUARTERS Portland, Oregon

WEBSITE www.jetreports.com

NAVUG™ PARTNER MEMBER SINCE: 2008

Welcome to The List from The Partner Channel®! The List is a tool that enables you to quickly and easily find products specific to industries, business process functions and various services provided by third-party companies that extend the Microsoft Dynamics® family of products.

The List is updated quarterly and is available as a PDF document at: www.thepartnerchannel.com/the-list The List Table of Contents Industry...................................................................Page 30 Horizontal................................................................Page 37 Services...................................................................Page 48

Look for this icon to identify solutions that have earned the Certified for Microsoft Dynamics accreditation.

NEW:

Look for NEW: in front of the names of products/ services that are new to The List.

Download copies of The List from The Partner Channel website (www.thepartnerchannel.com/the-list) to share with others in your office.

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, Dynamic Communities®, and NAVUG™ offer 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!

Fall 2012

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Industry

INDUSTRY

Agriculture

Consumer Packaged Goods

Aviation

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 314 REAP - Renewable Energy Agricultural Processing Manage commodity procurement, contracting, settlements, inventory & BI. Joesoftware Inc. XXX KPFTPGUXBSF DPN t Livestock Accelerator Producer Management and Livestock Movement/Quality Tracking accelerator for Dynamics CRM.

Northlake Partners XXX 5IF/PSUIMBLF1BSUOFST DPN t BluWare - Commodity Procurement Manage harvest, hauling, & purchasing of crops, grain, & ďŹ sh. Specify prices by commodity & automate deductions & taxes. Manage unlimited Farmers & Fields and complete 'Delivery Tickets' to become Payables in GP.

Apparel Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution including AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references.

Quick startup available.

RedTail Solutions XXX SFEUBJMTPMVUJPJOT DPN t RedTail EDI Cloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO.

Automotive AIM Computer Solutions, Inc. XXX BJNDPN DPN t AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.

Data Masons Software XXX EBUBNBTPOT DPN t Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU Automotive ACE Automotive EDI inside NAV. ASN, Forecast/ Release and Labels.

KEY:

Axapta

Great Plains

30

NAVUG Magazine

Cincom Systems, Inc FSQ DJODPN DPN t Cincom ERP Master the complexity and simplify your complex business processes to realize 30:1 or more ROI and doubledigit gain in proďŹ ts.

Chemicals BatchMaster Software, Inc. www.batchmaster.com/solutions/dynamicsHQ PWFSWJFX BTQ t FYU BatchMaster Manufacturing for Microsoft Dynamics GP In-built to Microsoft Dynamics GP, not an integration. Manages formulation, compliance, quality, production & planning for Food, Chemical, Cosmetic, Personal Care, Nutraceutical & Pharmaceutical manufacturers.

Horizons International XXX I[T DPN t FYU Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Vicinity Manufacturing www.vicinitymanufacturing. com t Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

Churches and Ministries BGE, Inc. XXX CHFJOD OFU t FundVision Powerful fundraising, donor management software for nonproďŹ ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Construction AXtension www.axtension.com/index.php/en/ applications/axtension-solutions/visualQSPKFDU QMBOOJOH t

AXtension Visual Project Planning Graphical planning of projects, resources and materials.

Navision

Solomon

Absolute Value XXX BCTPMVUFWBMVF VT DPN t Absolute Value/Lanham Associates Best-ďŹ t formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.

Arbela Technologies XXX BSCFMBUFDI DPN t Industry-Tailored Dynamics AX Solutions With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

Business Systems Integrators XXX #4*&%* DPN t EDI BSI provides superior EDI solutions for AX, both on-premise & SaaS. Data Masons Software XXX EBUBNBTPOT DPN t Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Flintfox International Limited XXX nJOUGPY DPN t TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

HighJump TrueCommerce EDI Solutions www.highjump.com/truecommerce FYU HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable.TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Customer Relationship Management

Retail Management System

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution including AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references.

Quick startup available.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 disparate ones. 88,000+ users worldwide.

Unprecidented visibility.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multiple rollup views.

RedTail Solutions XXX SFEUBJMTPMVUJPJOT DPN t RedTail EDI Cloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO. RockySoft XXX 3PDLZ4PGU DPN t FYU Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Cross Industry Solution

5280 Solutions XXX 4IBSF1PJOU DPN t Dynamic Payables - SharePoint Invoice Automation Dynamic Payables, a SharePoint-based AP automation solution includes OCR, workďŹ&#x201A;ow, reporting & direct integration with Microsoft Dynamics.

Arbela Technologies XXX BSCFMBUFDI DPN t Centralization Solutions For Dynamics AX Arbela's Master Data Centralization for Dynamics AX introduces the Universal Company concept which holds and manages the enterprise-wide master data for sharing across multiple companies.

Point of Sale

Ariett Business Solutions, Inc.

AssureSign LLC XXX BTTVSFTJHO DPN t AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Bottomline Technologies www.bottomline.com/transformap_ax

TransformÂŽ AP for Dynamics AX Integrated AP invoice capture, conďŹ gurable workďŹ&#x201A;ow and storage. Link invoice data directly to AX for automated matching of PO-based invoices plus exception processing with online review and approval.

Bottomline Technologies XXX CPUUPNMJOF DPN EZOBNJDT t Create!formÂŽ Complete Document & Payment Automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Business Computers Software, Inc. XXX CVTJOFTT DPNQVUFST DPN t Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or ďŹ nger print reader.

Business Systems Integrators XXX #4*&%* DPN t EDI BSI provides superior EDI solutions for AX, both on-premise & SaaS. Datahaven for Dynamics XXX EBUBIBWFO EZOBNJDT DPN t Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embedded â&#x20AC;&#x153;not simply integratedâ&#x20AC;? throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Encore Business Solutions www.encorebusiness.com FYU Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reoprts & queries on the ďŹ&#x201A;y.

KEY:

Axapta

Great Plains

Encore Business Solutions www.encorebusiness.com FYU Recurring Contract Billing Automate cyclical billing processes & improve cust. & contract mgmt. Autogenerate scheduled invoices reducing billing & invoicing time.

EthoTech, Inc. XXX FUIPUFDI DPN t FYU Next Numeric Collection Auto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs. EthoTech, Inc. XXX FUIPUFDI DPN t FYU Commission Plan Stop ďŹ ghting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire commission process right inside of Dynamics GP. ImageTag, Inc. XXX JNBHFUBH DPN t KwikTag Document Capture & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. More choose KwikTag's document & case mgmt.

Integrated Software, Inc. XXX JTJVTB DPN t Credit Card Authorization Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs.

Seemlessly integrated with Sales Order Processing and Cash Receipts.

Integrated Software, Inc. XXX JTJVTB DPN t Request For Quote Create RFQs. Save Vendor responses.

Auto-create PO's and Sales Quotes.

ITDP Solutions Limited XXX JUEQ TPMVUJPOT DPN t

dotStore eCommerce Complete eCommerce solution for B2B/B2C and iPhone/Android devices.

ITDP Solutions Limited XXX JUEQ TPMVUJPOT DPN t

popXML eDocument exchange automation solution for POP in Dynamics GP. JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm FYU JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Navision

Solomon

kCentric Technologies Inc XXX L FDPNNFSDF DPN t FYU k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilingual, multi-currency SaaS, On Premise.

Solver XXX TPMWFSVTB DPN t Solver - BI360 Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

KTL Solutions, Inc. XXX LUMTPMVUJPOT DPN t Development - Microsoft Dynamics GP 13 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Sub-contractor rates to other resellers.

V-Technologies, LLC XXX WUFDIOPMPHJFT DPN t StarShip Shipping Software Integrated shipping for small parcel and LTL; supports UPS, FedEx, DHL, USPS (Endicia), OnTrac, Freightquote, YRC and more.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU E-Ship Shipping from sales order through manifest. Package carriers available.

Liaison Software Corp XXX MJBJTPOTD DPN t FYU Liaison Messenger EDD Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.

PaperSavePro XXX 1BQFS4BWF1SP DPN t PaperSavePro PaperSaveProTM is a CertiďŹ ed for Microsoft Dynamics document management and electronic workďŹ&#x201A;ow solution that eliminates inherent risks and ineďŹ&#x192;ciencies associated with paper.

WilloWare, Inc. XXX XJMMPXBSF DPN t FYU Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System.

Make GP more intuitive, easier to use!

Education Ariett Business Solutions, Inc. XXX BSJFUU DPN t Ariett Requisition, Travel & Expense Travel, Requisition, PO Approval WorkďŹ&#x201A;ows, Expense Reporting, Document Manager, Credit Cards, Mobile Apps, in the Cloud on Microsoft Azure.

Blue Moon Industries XXX CMVFNPPOJTW DPN t Advanced GL Close Adds multiple GL segment selection capability during year-end close.

Paramount Technologies

Paramount Technologies

www.paramounttechnologies.com

WorkPlace RFQ Allows your vendors/suppliers to bid via an externally hosted website. Drive down your product costs with online RFQ responses bidding & ranking.

Seamlessly integrated to Workplace Purchasing.

www.paramounttechnologies.com

WorkPlace for Education Budget & purchase against capital projects. Track requisitions, robust approval process, powerful RFQ, Project, Time and Expense.

Paramount Technologies

Concept Computer Corporation

www.paramounttechnologies.com

WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

XXX EFBMFSTIJQEZOBNJDT DPN t DealershipDynamics Just Works DealershipDynamics is a complete solution for all equipment dealers. Powered

by NAV 2009, integrated features include an equipment conďŹ gurator, mobile service solution, doc archiving and Microsoft CRM 2011.

Equipment Dealers

Finance/Banking Professional Advantage XXX QSPGBE DPN t Company Data Archive (CDA) Easily archive data from your live Dynamics GP company to a historical company. Reduce hardware costs, increase Dynamics GP performance and eliminate clutter in inquires and reports with CDA.

Customer Relationship Management

Retail Management System

AssureSign LLC XXX BTTVSFTJHO DPN t AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Point of Sale

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INDUSTRY

XXX BSJFUU DPN t Ariett Requisition, Travel & Expense Travel, Requisition, PO Approval WorkďŹ&#x201A;ows, Expense Reporting, Document Manager, Credit Cards, Mobile Apps, in the Cloud on Microsoft Azure..

Encore Business Solutions www.encorebusiness.com FYU Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Flintfox International Limited

INDUSTRY

Food and Beverage

Absolute Value XXX BCTPMVUFWBMVF VT DPN t Absolute Value/Lanham Associates Best-ďŹ t formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.

Appolis XXX BQQPMJT DPN t WithoutWireTM Warehouse Appolis WithoutWireTM Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

Arbela Technologies XXX BSCFMBUFDI DPN t Arbela Technologies With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

ASC Software XXX BTDTPGUXBSF DPN t ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

BatchMaster Software, Inc. www.batchmaster.com/solutions/dynamicsHQ PWFSWJFX BTQ t FYU BatchMaster Manufacturing for Microsoft Dynamics GP In-built to Microsoft Dynamics GP, not an integration. Manages formulation, compliance, quality, production & planning for Food, Chemical, Cosmetic, Personal Care, Nutraceutical & Pharmaceutical manufacturers.

XXX nJOUGPY DPN t TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

HighJump TrueCommerce EDI Solutions www.highjump.com/truecommerce FYU HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable.TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Horizons International XXX I[T DPN t FYU Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multiple rollup views.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

More than 1700 companies live.

MetaďŹ le Information Systems, Inc. XXX NFUBWJFXFS DPN t MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.

Blue Horseshoe www.supplychaindynamicsax.com

Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture.

Increase revenue, proďŹ t margins and asset utilization.

Northlake Partners XXX 5IF/PSUIMBLF1BSUOFST DPN t BluWare - Sales Management Sales Management for Food Manufactures w/workďŹ&#x201A;ow, automated email & status change, conďŹ gurable UI's, catch-weight, multi item UOM, & Price Lists. Integrated w/BluWare logistics, freight, promotions, & commissions.

Business Systems Integrators XXX #4*&%* DPN t EDI BSI provides superior EDI solutions for AX, both on-premise & SaaS.

RedTail Solutions XXX SFEUBJMTPMVUJPJOT DPN t RedTail EDI Cloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO.

KEY:

Axapta

Great Plains

32

NAVUG Magazine

Navision

Solomon

RockySoft XXX 3PDLZ4PGU DPN t FYU Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Paramount Technologies

Trinity USA XXX USJOJUZQBSUOFS DPN t Trinity Food and Beverage Bundle Complete bundle enhancing SOP,POP, Inventory & Pricing + Catchweights.

Thomson Reuters, Tax and Accounting - Government HSN UIPNTPOSFVUFST DPN t Government Revenue Management (GRMÂŽ) Providing Government Revenue Management Solutions.

Vicinity Manufacturing

Government Contracting

XXX WJDJOJUZNBOVGBDUVSJOH DPN t Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

www.paramounttechnologies.com

WorkPlace for Government Easy to use. Allow vendors to securely respond online with our powerful RFQ Portal. Budget & purchase against capital projects. Track requisitions, robust approval process, Project, Time & Expense.

Unanet Technologies XXX VOBOFU DPN t Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Healthcare

Franchises Enliven Software XXX FOMJWFOTPGUXBSF DPN t F^3 Fidesic For Franchise Organizations Collect royalties and process payables w/ workďŹ&#x201A;ow from multiple sites.

Ariett Business Solutions, Inc. XXX BSJFUU DPN t Ariett ReqNet for Healthcare Materials Management Solution from Requisition to Purchase Order to Receiving, with Supplier PunchOut, Document Management and Mobile Apps.

Computer Information Enterprises GTS Services, LLC XXX DPNQJOGP DPN t XXX HUTTFSWJDFT DPN t ImageLink LX-Connect ImageLink is a seamless, fully integrated t # # F$PNNFSDF 4BMFT t # # XFC QPSUBM document management solution defor the auto glass market. signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who GTS Services, LLC desire to reduce the amount of paper XXX HUTTFSWJDFT DPN t within their organization.

GlasPacLX t 3FUBJM "VUP 'MBU t 3FT $PNN Integrated Software, Inc. (MB[JOH t 8IPMFTBMF .BOBHF ZPVS FOUJSF XXX JTJVTB DPN t glass operation with GlasPacLX and GP. Health Care Management Billing and Financial Mangement for Home Health and Long Term Care.

Government

Glass

Ariett Business Solutions, Inc. XXX BSJFUU DPN t Ariett ReqNet & Expense Management eProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.

Blue Moon Industries XXX CMVFNPPOJTW DPN t Advanced GL Close Adds multiple GL segment selection capability during year-end close.

Customer Relationship Management

Retail Management System

Kronos Incorporated XXX LSPOPT DPN t Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Paramount Technologies www.paramounttechnologies.com

WorkPlace for Healthcare Drive down costs & control purchases in your material management process.

Operates in single & multi-site facilities, from Requisition through Invoice Automation.

Point of Sale

Sierra Workforce Solutions

High Tech and Electronics Axonom XXX BYPOPN DPN t Powertrak Solutions to service customers and partners with web self-service, partner/ dealer loyalty tools, streamlined quoteto-order processing and more.

Insurance AssureSign LLC XXX BTTVSFTJHO DPN t AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Life Sciences Paramount Technologies

Cincom Systems, Inc BDRVJSF DJODPN DPN t Cincom AcquireTM Close deals 80% faster! Simplify your sales eďŹ&#x20AC;ort; conďŹ gure, price, quote in real-time with customers. See us at CRMUG booth #317!

Experlogix, Inc. XXX FYQFSMPHJY DPN t FYU Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

QBD Systems XXX RCETZT DPN t Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

www.paramounttechnologies.com

WorkPlace for Life Science Drive down costs & control purchases in your material management process.

Operates in single & multi-site facilities, from Requisition through Invoice Automation.

Maintenance Management eRPortal Software Group LLC XXX FSQPSUBMTPGUXBSF DPN t eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations.

Manufacturing

Industrial Equipment

Cincom Systems, Inc FSQ DJODPN DPN t Cincom ERP Master the complexity and simplify your complex business processes to realize 30:1 or more ROI and doubledigit gain in proďŹ ts.

Experlogix, Inc. XXX FYQFSMPHJY DPN t FYU Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

KEY:

Axapta

Great Plains

AXtension www.axtension.com/index.php/en/ applications/axtension-solutions/ BEWBODFE QSPEVDUJPO t

AXtension Advanced Production Production insight and control on the shop ďŹ&#x201A;oor.

Arbela Technologies XXX BSCFMBUFDI DPN t Arbela Technologies With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

ASC Software XXX BTDTPGUXBSF DPN t ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Axonom XXX BYPOPN DPN t Powertrak Solutions to service customers and partners with web self-service, partner/ dealer loyalty tools, streamlined quoteto-order processing and more.

Navision

Solomon

AXtension www.axtension.com/index.php/en/ applications/axtension-solutions/visualQSPKFDU QMBOOJOH t

AXtension Visual Project Planning Graphical planning of projects, resources and materials.

BatchMaster Software, Inc. www.batchmaster.com/solutions/dynamicsHQ PWFSWJFX BTQ t FYU BatchMaster Manufacturing for Microsoft Dynamics GP In-built to Microsoft Dynamics GP, not an integration. Manages formulation, compliance, quality, production & planning for Food, Chemical, Cosmetic, Personal Care, Nutraceutical & Pharmaceutical manufacturers.

Cincom Systems, Inc FSQ DJODPN DPN t Cincom ERP Master the complexity and simplify your complex business processes to realize 30:1 or more ROI and doubledigit gain in proďŹ ts.

Cincom Systems, Inc BDRVJSF DJODPN DPN t Cincom AcquireTM Close deals 80% faster! Simplify your sales eďŹ&#x20AC;ort; conďŹ gure, price, quote in real-time with customers. See us at CRMUG booth #317!

Computer Information Enterprises XXX DPNQJOGP DPN t ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

Experlogix, Inc. XXX FYQFSMPHJY DPN t FYU Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Customer Relationship Management

Retail Management System

Feed Management Systems XXX GFFETZT DPN t Feed Mill Manager Integrated formulation and operations solutions for feed manufacturers.

Genius Solutions XXX HFOJVTFSQ DPN t Genius Manufacturing Genius Solutions provides ETO, MTO, custom, discrete manufacturing solutions. AďŹ&#x20AC;ordable, Easy to Use & Learn.

Has integration with CAD. Greg Frazier, CPA, PLLC XXX HGDQB DPN t MARS Designer BOMS Need a fun and easy way to analyze bill-of-material cost roll-ups for BOMs? Need an easy-to-use graphical BOM conďŹ gurator? Try MARS Designer Boms on Microsoft Azure.. Cloud computing at an aďŹ&#x20AC;ordable price!

HighJump TrueCommerce EDI Solutions www.highjump.com/truecommerce FYU HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable.TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Kronos Incorporated XXX LSPOPT DPN t Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU E-Ship Shipping from sales order through manifest. Package carriers available.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Inventory items as components or supply them as products for customers. Gain visibility & control.

Liaison Software Corp XXX MJBJTPOTD DPN t FYU Liaison Messenger EDD Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.

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33

INDUSTRY

XXX TJFSSBXT DPN t Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Horizons International XXX I[T DPN t FYU Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

INDUSTRY

Manufacturing Resource Partners XXX NSQDPOTVMUJOH DPN t Dynamics GP Manufacturing Consulting The implementation team at Manufacturing Resource Partners is one of the most experienced available. Each of our consultants has 12 to 24 years of manufacturing and/ or ďŹ nancial management experience.

MetaďŹ le Information Systems, Inc. XXX NFUBWJFXFS DPN t MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.

Northlake Partners XXX 5IF/PSUIMBLF1BSUOFST DPN t BluWare - Sales Order Complete web Sales Order w/workďŹ&#x201A;ow, automated email & status change, conďŹ gurable UI's, catch-weight, multi item UOM, & added Price List features.

Integrated w/BluWare logistics, freight, promotions, & commissions.

WilloWare, Inc. XXX XJMMPXBSF DPN t FYU Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

Media and Entertainment Eclipse Computing, Inc www.us.eclipsecomputing.com/ FYU Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

InterDyn AKA XXX EZOBNJDTBEWBOUBHF DPN t DynamicsADvantage DynamicsADvantage for GP and DynamicsADvantage for CRM -Comprehensive solution for Media and Entertainment companies for ad sales automation, advertiser/agency & campaign management, ad billing & revenue recognition.

Sierra Workforce Solutions XXX TJFSSBXT DPN t Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Vicinity Manufacturing www.vicinitymanufacturing. com t Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

WilloWare, Inc. XXX XJMMPXBSF DPN t FYU LeanMFG Complete manufacturing suite for smaller GP manufacturers, or those whose processes include Disassembly, Batch, or Multi-product production.

KEY:

Axapta

Great Plains

34

NAVUG Magazine

KORE Software XXX ,03&TPGUXBSF DPN t KORE ProSportsTM More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traďŹ&#x192;cking.

KORE Software XXX ,03&TPGUXBSF DPN t KORE MediaPitchTM KORE MediaPitchTM is the media industryâ&#x20AC;&#x2122;s leading platform for transforming a generic CRM into a media sales powerhouse.

United ERP, LLC XXX VOJUFEFSQ DPN t Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt approvals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, forecasting & business intelligence.

Metal Fabrication WilloWare, Inc. XXX XJMMPXBSF DPN t FYU Commodity Surcharge Tracks the spot price of commodities, adds surcharge during invoicing to cover diďŹ&#x20AC;erence in the spot price between quote date and invoice date.

Navision

Solomon

Non-Profit Organizations

Corporate Services

Accounting System Integrators XXX BTJMMD DPN t Non ProďŹ t Plus Fund and Grant Management, Encumbrance and Due to/from Fund Accounting.

XXX DPSQTFSWJDF DPN t TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent ďŹ nancial information to accurately run your business.

Ariett Business Solutions, Inc. XXX BSJFUU DPN t Ariett ReqNet & Expense Management eProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.

BGE, Inc. XXX CHFJOD OFU t FundVision Powerful fundraising, donor management software for nonproďŹ ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Blue Moon Industries XXX CMVFNPPOJTW DPN t Advanced GL Close Adds multiple GL segment selection capability during year-end close.

Paramount Technologies www.paramounttechnologies.com

WorkPlace for Non-ProďŹ ts GL Distributions, Fund Accounting, Audit Trails, Requisition & Expense.

XXX TJFSSBXT DPN t Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Unanet Technologies XXX VOBOFU DPN t Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Oil and Gas Computer Information Enterprises XXX DPNQJOGP DPN t ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

Retail Management System

Pharmaceuticals ASC Software XXX BTDTPGUXBSF DPN t ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Printing/Converting Computer Productivity Services Inc. cps.ďŹ nancial.oďŹ&#x192;celive.com/ 1SJOU.BOBHFNFOU BTQY t CPS - Production Management for Labels and Flexible Packaging Estimates, Order Management, Scheduling, Shop Floor, Job costing.

Professional Services

Sierra Workforce Solutions

Customer Relationship Management

Joesoftware Inc. XXX KPFTPGUXBSF DPN t Remote Inventory Accelerator Web-based self-service application for tracking customer inventory stored at your site.

AXtension www.axtension.com/index.php/en/ applications/axtension-solutions/visualQSPKFDU QMBOOJOH t

AXtension Visual Project Planning Graphical planning of projects, resources and materials.

ITDP Solutions Limited XXX JUEQ TPMVUJPOT DPN t

Project Budget Manager for Business Portal Web BP - Manage Templates, Contracts, Projects, Budgets & Resources for GP. JOVACO Solutions Inc. XXX KPWBDP DPN t FYU JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Point of Sale

Restaurant

Red Chair Solutions XXX SFEDIBJSTPMVUJPOT DPN t RCS Project Accounting with Xpede.NET RCS Solutions provide tools to maximize cost and Revenue. Project Costing/ Accounting management- incl. Multicurrency. Remote Time & Expense entry. Services: custom integrations, .Net development. Mobility Solutions.

Unanet Technologies XXX VOBOFU DPN t Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Property Management Blue Moon Industries XXX CMVFNPPOJTW DPN t Invoice Cloud for Dynamics GP Provides online invoice processing branded for each billing entity.

DFC Consultants, Ltd XXX EGDDPOTVMUBOUT DPN t DFC Housing Property Mgmt for GP; work orders, certiďŹ cations and rent calculations.

Publishing Eclipse Computing, Inc www.us.eclipsecomputing.com/ FYU Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Rentals Liberty Grove Software, Inc. XXX MJCFSUZHSPWF DPN t EQM Rental Management A fully integrated solution supporting rentals, service and bulk items.

Open Door Technology XXX PQFOEPPS DB t Rental Management Instantly check rental equipment availability, deďŹ ne ďŹ&#x201A;exible rental terms, rent or sell inventory/ďŹ xed assets, access to real-time rental & billing information, ďŹ&#x201A;ag returning assets for maintenance and much more.

KEY:

Axapta

Great Plains

MetaďŹ le Information Systems, Inc. Restaurant365 XXX SFTUBVSBOU OFU t Restaurant365 SAAS Marketing, Catering, Operations (prime cost), Acctg, POS Integration.

Retail Alba Spectrum Corporation XXX BMCBTQFDUSVN DPN t Multi-Dimensional Inventory Uses style-based conďŹ guration that supports indeďŹ nite number of user deďŹ ned attributes per SKU. Integrates with & auto-generates groups of related items in SOP & POP Fully compatible with standard GP functionality..

Arbela Technologies XXX BSCFMBUFDI DPN t Arbela Technologies With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

Avalara, Inc. XXX BWBMBSB DPN t AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics. kCentric Technologies Inc XXX L FDPNNFSDF DPN t FYU k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilingual, multi-currency SaaS, On Premise.

Kronos Incorporated XXX LSPOPT DPN t Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Navision

Solomon

XXX NFUBWJFXFS DPN t MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation. nChannel XXX ODIBOOFM DPN t FYU Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

Panatrack, Inc. XXX QBOBUSBDL DPN t FYU PanatrackerGP Mobile Sales Adding mobility to sales transaction processing for Dynamics GP. Professional Advantage XXX QSPGBE DPN t RMS ConnectPro Real time inventory level integration between Dynamics RMS and Dynamics GP. Allows automatic communication ďŹ&#x201A;ow between retail stores, headquarters and the ďŹ nance department.

Professional Advantage XXX QSPGBE DPN t Retail Analytics (RA) and Merchandise Planning (MP) Easily analyze Microsoft RMS sales, inventory levels, and purchasing with Retail Analytics. Add Merchandise Planning to provide sophisticated store replenishment and merchandising along with open-to-buy capabilities.

Social Services BGE, Inc. XXX CHFJOD OFU t FundVision Powerful fundraising, donor management software for nonproďŹ ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Software Manufacturers Ariett Business Solutions, Inc. XXX BSJFUU DPN t Ariett ReqNet & Expense Management eProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.

Customer Relationship Management

Retail Management System

Staffing/Recruiting Joesoftware Inc. XXX KPFTPGUXBSF DPN t Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.

Professional Advantage XXX QSPGBE DPN t 1StaďŹ&#x20AC; for Microsoft Dynamics 1StaďŹ&#x20AC; provides an end-to-end solution for staďŹ&#x192;ng organizations from resume parsing to generating ďŹ nancial statements. One solution your sales, recruiters and ďŹ nancial staďŹ&#x20AC; can all use.

Transportation m-hance www.m-hance.com/sectors/distribution/

Vehicle Load Planning EďŹ&#x20AC;ective use of a vehicle ďŹ&#x201A;eet demands the ability to organise deliveries quickly and easily based on known routes, product weights and vehicle capacities.

V-Technologies, LLC XXX WUFDIOPMPHJFT DPN t StarShip Shipping Software Integrated shipping for small parcel and LTL; supports UPS, FedEx, DHL, USPS (Endicia), OnTrac, Freightquote, YRC and more.

Utilities Paramount Technologies www.paramounttechnologies.com

WorkPlace for Utilities Improve eďŹ&#x192;ciency & reduce costs. Budget & purchase against capital projects.Track requisitions, robust approval process, powerful RFQ, Project, Time & Expense.

Warehouse Management Alba Spectrum Corporation XXX BMCBTQFDUSVN DPN t Alba360 WMS Bar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping.

Appolis XXX BQQPMJT DPN t WithoutWireTM Warehouse Appolis WithoutWireTM Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

Point of Sale

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35

INDUSTRY

Professional Advantage XXX QSPGBE DPN t 1StaďŹ&#x20AC; for Microsoft Dynamics 1StaďŹ&#x20AC; provides an end-to-end solution for staďŹ&#x192;ng organizations from resume parsing to generating ďŹ nancial statements. One solution your sales, recruiters and ďŹ nancial staďŹ&#x20AC; can all use.

Axonom XXX BYPOPN DPN t Powertrak Solutions to service customers and partners with web self-service, partner/ dealer loyalty tools, streamlined quoteto-order processing and more.

INDUSTRY

ASC Software XXX BTDTPGUXBSF DPN t ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

AXtension www.axtension.com/en/applications/ BYUFOTJPO TPMVUJPOT LJUUJOH t

AXtension Kitting Multiple items dynamically combined into one product.

Blue Moon Industries XXX CMVFNPPOJTW DPN t Operations Core Help your backoďŹ&#x192;ce work more effectively with your warehouse.

Blue Moon Industries XXX CMVFNPPOJTW DPN t Advanced FulďŹ llment Powered by Visual Warehouse - Automate ASN, Invoicing, & Order Desk.

FASCOR XXX GBTDPS DPN t FYU FASCOR WMS Trusted solutions for Warehouse and Transportation Management with industry leading integration to Dynamics GP. Fully integrated, the FASCOR WMS delivers Tier 1 functionality for all size companies.

Lanham AssociatesŽ XXX MBOIBNBTTPD DPN t FYU ACE WarehousingŠ New, low-cost, high function option, ACE One - Receiving, picking, printing, shipping, realtime inventory in NAV via handhelds. ACE Warehousing adds full pallet license plating and production output registration. m-hance www.m-hance.com/sectors/ EJTUSJCVUJPO t

Inter-site Transfers In a multi-site distribution company this can be critical to operational effectiveness. Control and automate re-distribution of stock from a central warehouse to depots or adhoc movements from one site to another.

Panatrack, Inc. XXX QBOBUSBDL DPN t FYU PanatrackerGP for Inventory Management Adding bar code data capture to GP to capture inventory transactions at the point of activity.

WilloWare, Inc. XXX XJMMPXBSF DPN t FYU CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLinkexport/import to CSV ďŹ les.

KEY:

Axapta

Great Plains

36

NAVUG Magazine

Wholesale Trade: Durable Goods

Absolute Value XXX BCTPMVUFWBMVF VT DPN t Absolute Value/Lanham Associates Best-ďŹ t formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.

Arbela Technologies XXX BSCFMBUFDI DPN t Industry-Tailored Dynamics AX Solutions With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

AXtension www.axtension.com/en/applications/ BYUFOTJPO TPMVUJPOT LJUUJOH t

AXtension Kitting Multiple items dynamically combined into one product.

Blue Moon Industries XXX CMVFNPPOJTW DPN t Chargeback Processing Provides deductions management capability for cash receipts processing.

Data Masons Software XXX EBUBNBTPOT DPN t Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Flintfox International Limited XXX nJOUGPY DPN t TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments). kCentric Technologies Inc XXX L FDPNNFSDF DPN t FYU k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilingual, multi-currency SaaS, On Premise.

Navision

Solomon

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multiple rollup views.

Lanham AssociatesŽ XXX MBOIBNBTTPD DPN t FYU ACE WarehousingŠ New, low-cost, high function option, ACE One - Receiving, picking, printing, shipping, realtime inventory in NAV via handhelds. ACE Warehousing adds full pallet license plating and production output registration.

Trinity USA XXX USJOJUZQBSUOFS DPN t Trinity Wholesale Distribution Bundle Complete wholesale solution enhancing SOP, POP, Logistics and Pricing.

Wholesale Trade: Non-durable Goods

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Many items require quantities to be Extended Pricing & Enhancements tracked in more than one unit of measure. Distribution is typiďŹ ed by intense pricing We provide catchweight functionality competition. We simplify the process in sales, purchasing and inventory by oďŹ&#x20AC;-line data management. You can functions. import and export pricing data, allow for customer speciďŹ c pricing and load m-hance new customer deals. www.m-hance.com/sectors/ EJTUSJCVUJPO t

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RockySoft XXX 3PDLZ4PGU DPN t FYU Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

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deFacto Global, Inc. XXX EF'BDUP(MPCBM DPN t FYU deFacto Performance Management Optimize ďŹ nancial performance with the premier â&#x20AC;&#x153;all-in-oneâ&#x20AC;? Dynamics product for budgeting, forecasting, consolidation, analysis and reporting.

Encore Business Solutions www.encorebusiness.com FYU Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Encore Business Solutions www.encorebusiness.com FYU Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reoprts & queries on the ďŹ&#x201A;y.

Client Strategy Group XXX DTHQBUI DPN t Dynamics AX Done Right!

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

Budgeting

deFacto Global, Inc.

deFacto Global, Inc. www.deFactoGlobal.com FYU deFacto Performance Management Optimize ďŹ nancial performance with the premier â&#x20AC;&#x153;all-in-oneâ&#x20AC;? Dynamics product for budgeting, forecasting, consolidation, analysis and reporting.

Dynamic Budgets XXX EZOBNJDCVEHFUT DPN t Dynamic Budgets We transition customers from Excel budgeting, give end users direct access to accounting details, reduce our customers reporting processes by days, with a product that installs in less than 2 hours. Call to see how!

Total Dynamics Solutions, LLC XXX UPUBMEZOBNJDTTPMVUJPOT DPN t Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Asset Maintenance/MRO/ EAM eRPortal Software Group LLC

T3 Information Systems XXX GVMMDJSDMFCVEHFU DPN t Full Circle Budget Simple and ďŹ&#x201A;exible Excel-based budgeting allowing users to quickly input budget amounts and process them directly into GP or SL. Deploy in only a few hours and save time budgeting.

Total Dynamics Solutions, LLC

XXX FSQPSUBMTPGUXBSF DPN t eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations.

Automation mc² XXX ND TPGUXBSF DPN t GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

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XXX UPUBMEZOBNJDTTPMVUJPOT DPN t Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.

Business Intelligence Accountable Software XXX BDDPVOUBCMF DPN t Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Accountable Software XXX BDDPVOUBCMF DPN t Dynamics SL Inquiry Reporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes out-of-box reports, ďŹ lters, sorting, grouping. summaries, drill down to source screens, & more.

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www.deFactoGlobal.com FYU deFacto Performance Management Optimize ďŹ nancial performance with the premier â&#x20AC;&#x153;all-in-oneâ&#x20AC;? Dynamics product for budgeting, forecasting, consolidation, analysis and reporting.

PrecisionPoint Software XXX QSFDJTJPO QPJOU DPN t PrecisionPoint - Business Intelligence Subscription based reporting and analytics solution for Dynamics AX and NAV. A monitored and managed service with guaranteed deliverables.

S o l v e r Solver XXX TPMWFSVTB DPN t Solver - BI360 Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

TARGIT XXX UBSHJU DPN t TARGIT BI Suite Make better decisions faster, improve operations, decrease costs and increase income using TARGIT BI Suite - TARGITâ&#x20AC;&#x2122;s Business Intelligence software solution.

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Business Process Management 5280 Solutions XXX 4IBSF1PJOU DPN t Dynamic Payables - SharePoint Invoice Automation Dynamic Payables, a SharePoint-based AP automation solution includes OCR, workďŹ&#x201A;ow, reporting & direct integration with Microsoft Dynamics.

Retail Management System

Ariett Business Solutions, Inc. XXX BSJFUU DPN t Ariett Requisition, Travel & Expense Travel, Requisition, PO Approval WorkďŹ&#x201A;ows, Expense Reporting, Document Manager, Credit Cards, Mobile Apps, in the Cloud on Microsoft Azure.

Cincom Systems, Inc FSQ DJODPN DPN t Cincom ERP Master the complexity and simplify your complex business processes to realize 30:1 or more ROI and doubledigit gain in proďŹ ts.

Enliven Software XXX FOMJWFOTPGUXBSF DPN t Fidesic AR and AP Platform Paperless Receivables and Payables to cut admin overhead and GO GREEN! MetaďŹ le Information Systems, Inc. XXX NFUBWJFXFS DPN t MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.

Check Printing

XXX UPUBMEZOBNJDTTPMVUJPOT DPN t Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Customer Relationship Management

Altec XXX BMUFD JOD DPN t FYU doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.

Liaison Software Corp XXX MJBJTPOTD DPN t FYU Liaison Messenger DD Batch E-mail 128-bit encrypted Direct Deposit Statements to Employees.

Mekorma XXX NFLPSNB DPN t Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP - with Secure Approval WorkďŹ&#x201A;ow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks.

Point of Sale

Fall 2012

37

HORIZONTAL

Kronos Incorporated XXX LSPOPT DPN t Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Strategic Solutions NW HFUCJ[BY DPN t BizAX BizAX adds functionality to AX Financials.

Lockbox, Positive Pay, & Bank Account Reconciliation. SimpliďŹ es accounting processes with easy set-up; multiple transfer, encryption & ďŹ le types; and automatic processing.

Accountable Software XXX BDDPVOUBCMF DPN t Dynamics SL Inquiry Reporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes out-of-box reports, ďŹ lters, sorting, grouping. summaries, drill down to source screens, & more.

Fastpath Solutions, Inc www.checkfactory.com

Trans-Micro, Inc. XXX DIFDLGBDUPSZ DPN t Check Factory Visual Series v5 for Dynamics GP and SL Check FactoryÂŽ Visual Series is a MICR check and forms printing software solution designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Commissions

EthoTech, Inc. XXX FUIPUFDI DPN t FYU Commission Plan Stop ďŹ ghting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire commission process right inside of Dynamics GP.

HORIZONTAL

Flaum Technologies Inc. www.CommissionCalc.com FYU CommissionCalc The practical way to automate "impossible" commission plans.

Northlake Partners XXX 5IF/PSUIMBLF1BSUOFST DPN t BluWare - Brokerage & Commissions Automate the calculation of Brokerage & Commissions (including splits) from sales orders. Create programs by date range, item attributes, & customers and assign prices by units sold, weight sold, or % of product $'s.

Compliance Altec XXX BMUFD JOD DPN t FYU doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Arbela Technologies XXX BSCFMBUFDI DPN t Arbela Security Manager Arbelaâ&#x20AC;&#x2122;s Security Manager radically simpliďŹ es managing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it.

Equisys, Inc. XXX FRVJTZT DPN t Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your ďŹ nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.

XXX HPGBTUQBUI DPN t FYU Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certiďŹ ed Auditors. Get the data your Auditors want - Fast!

Cost Accounting Corporate Renaissance Group www.crgroup.com/crg_solutions.php

Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, ďŹ xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics GP, other ERP solutions or as a stand-alone system. m-hance www.m-hance.com/sectors/distribution/

Vendor Price Management A vital link in the distribution supply chain is accurate tracking of vendor pricing. Support decisions in the buying process, reduce admin costs and improve accuracy of cost of sales.

Credit Card/Check Processing Azox, Inc. XXX B[PY DPN t Credit Card Extension PCI PA-DSS compliant credit card processing with ACH, eCheck, batch processing and ability to store credit card data oďŹ&#x20AC; site with tokenization.

BGE, Inc. XXX CHFJOD OFU t Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP. BluePay, Inc. XXX CMVFQBZ DPN t Credit Card Processing Single Source Provider: GP Plug-in/ payment gateway/merchant account for processing for credit cards & checks.

ChargeLogic XXX DIBSHFMPHJD DPN t ChargeLogic The leading PCI validated credit card solution integrated with NAV. Enliven Software XXX FOMJWFOTPGUXBSF DPN t Fidesic AR and AP Platform Full circle AR with support for Credit Cards and ACH; no activation fee!

Integrated Software, Inc. XXX JTJVTB DPN t Credit Card Authorization Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs.

Seemlessly integrated with Sales Order Processing and Cash Receipts.

Integrated Software, Inc. XXX JTJVTB DPN t Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU Credit Card CC transactions inside NAV w/Authorize.

Net. PCI validated. Easy to mod.

Nodus Technologies, Inc. XXX OPEVT DPN t CRM Charge Secure eCheck & Credit Card Processing for both CRM online and on prem.

Nodus Technologies, Inc. XXX OPEVT DPN t ePay Advantage Online Billing & Payment Collection for GP, PA-DSS certiďŹ ed, view invoices, automated recurring payments, tokenization, ecommerce integration.

Nodus Technologies, Inc. XXX OPEVT DPN t Credit Card Advantage Leading integrated eCheck, ACH & Credit Card Processing for GP, PCI PADSS CertiďŹ ed, tokenization optional online bill pay & recurring payment.

Strategic Solutions NW HFUCJ[BY DPN t BizAX BizAX adds functionality to AX Financials.

Lockbox, Positive Pay, & Bank Account Reconciliation. SimpliďŹ es accounting processes with easy set-up; multiple transfer, encryption & ďŹ le types; and automatic processing.

Customer Relationship Management Axonom XXX BYPOPN DPN t Powertrak for Microsoft Dynamics CRM Provides views and tools to manage complex extended relationships.

ClickDimensions XXX DMJDLEJNFOTJPOT DPN t Email Marketing and Marketing Automation ClickDimensions provides Email Marketing, Web Tracking, Lead Scoring, Social Discovery, Campaign Tracking, Landing Pages, Web Forms and Surveys. eBridge Software XXX FCSJEHFDPOOFDUJPOT DPN t eBridge for CRM Web-based solution integrates your EDI, webstore or SCM data.

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38

NAVUG Magazine

Navision

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Customer Relationship Management

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Experlogix, Inc. XXX FYQFSMPHJY DPN t FYU Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Stanley Stuart YoďŹ&#x20AC;ee & Hendrix, Inc. www.ssyh.com/products_ssyh_ OBUJPOBM IUNM t National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Stanley Stuart YoďŹ&#x20AC;ee & Hendrix, Inc. www.ssyh.com/products_ ssyh_arcollections.html

AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash ďŹ&#x201A;ow.

Visionary Software Consulting, Inc. DSN SVMFT DPN t CRM Rules! for Microsoft Dynamics CRM 2011 Easily customize CRM forms by automatically generating JScript code.

Data Integration Admiral Consulting Group www.admiral-west.com/solutions_ BDUJWFDPOOFDU IUNM t FYU ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.

Alba Spectrum Corporation XXX BMCBTQFDUSVN DPN t Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notiďŹ cation, Inter/cross-company transactions, batch selection rules & 3rd party application integration. appStrategy XXX BQQTUSBUFHZ DPN t FYU appCompass Suite Integration & Migration solution for Dynamics CRM, legacy, and cloud.

Point of Sale

eBridge Software XXX FCSJEHFDPOOFDUJPOT DPN t eBridge Integration Solution Web-based solution integrates your EDI, webstore, SCM, CRM systems.

Encore Business Solutions www.encorebusiness.com FYU Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Keelio Software XXX LFFMJP DPN t Dynamics GP SSIS Toolkit Highly ďŹ&#x201A;exible Dynamics GP integration tool built upon Microsoft SSIS. nChannel XXX ODIBOOFM DPN t FYU Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

Scribe Software

Scribe Software XXX TDSJCFTPGU DPN POMJOF t Scribe Online Data integration for MS Dynamics CRM 2011 online, hosted and on premise.

S o l v e r Solver XXX TPMWFSVTB DPN t Solver - BI360 Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Blue Moon Industries XXX CMVFNPPOJTW DPN t Container Management Enter manifests, receive FOB, track goods in transit.

Blue Moon Industries XXX CMVFNPPOJTW DPN t Advanced FulďŹ llment Powered by Visual Warehouse - Automate ASN, Invoicing, & Order Desk.

Blue Moon Industries XXX CMVFNPPOJTW DPN t Freight Matrix Provides the capability to deďŹ ne your own freight charge schedules.

Blue Moon Industries XXX CMVFNPPOJTW DPN t Chargeback Processing Provides deductions management capability for cash receipts processing.

Blue Moon Industries XXX CMVFNPPOJTW DPN t SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP. Blue Moon Industries XXX CMVFNPPOJTW DPN t NEW: Advanced BOM Ability to associate sale order/assembly & PO/assembly & disassembly.

KTL Solutions, Inc. XXX LUMTPMVUJPOT DPN t KTL SOP Advanced Distribution Allows you to dynamically deďŹ ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Distribution Arbela Technologies XXX BSCFMBUFDI DPN t Arbela Technologies With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

Lanham AssociatesŽ XXX MBOIBNBTTPD DPN t FYU ACE WarehousingŠ New, low-cost, high function option, ACE One - Receiving, picking, printing, shipping, realtime inventory in NAV via handhelds. ACE Warehousing adds full pallet license plating and production output registration.

ASC Software XXX BTDTPGUXBSF DPN t ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution including AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references.

Quick startup available.

KEY:

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m-hance www.m-hance.com/sectors/distribution/

Trade Counter For those companies who oďŹ&#x20AC;er a self collection service or a cash sales counter in addition to delivered trade there is often a need to enter orders and take payment at their premises or warehouse. m-hance www.m-hance.com/sectors/distribution/

Vehicle Load Planning EďŹ&#x20AC;ective use of a vehicle ďŹ&#x201A;eet demands the ability to organise deliveries quickly and easily based on known routes, product weights and vehicle capacities.

Nodus Technologies, Inc. XXX OPEVT DPN t Retail Advantage Integrates RMS with GP, optional ecommerce for multi-channel retailing.

Northlake Partners XXX 5IF/PSUIMBLF1BSUOFST DPN t BluWare - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.

RockySoft XXX 3PDLZ4PGU DPN t FYU Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Trinity USA XXX USJOJUZQBSUOFS DPN t Trinity - Solutions for Distribution A huge range of over 30 modules that cover every aspect of distribution including powerful SOP enhancements, many POP & Inventory features plus consolidated billing, inter-sites, catchweights, load planning and more.

V-Technologies, LLC XXX WUFDIOPMPHJFT DPN t StarShip Shipping Software Integrated shipping for small parcel and LTL; supports UPS, FedEx, DHL, USPS (Endicia), OnTrac, Freightquote, YRC and more.

Document Management 5280 Solutions XXX 4IBSF1PJOU DPN t Dynamic Payables - SharePoint Invoice Automation Dynamic Payables, a SharePoint-based AP automation solution includes OCR, workďŹ&#x201A;ow, reporting & direct integration with Microsoft Dynamics.

Altec XXX BMUFD JOD DPN t FYU doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.

AXtension www.axtension.com/en/applications/ axtension-solutions/enterprise-contentNBOBHFNFOU t

AXtension Enterprise Content Management The power of SharePoint integrated into Microsoft Dynamics AX.

Bottomline Technologies www.bottomline.com/dynamics

Create!formÂŽ Complete Document & Payment Automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Computer Information Enterprises XXX DPNQJOGP DPN t ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

Datahaven for Dynamics XXX EBUBIBWFO EZOBNJDT DPN t Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embedded â&#x20AC;&#x153;not simply integratedâ&#x20AC;? throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

WilloWare, Inc. XXX XJMMPXBSF DPN t FYU Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System.

Make GP more intuitive, easier to use!

Customer Relationship Management

Retail Management System

Point of Sale

Fall 2012

39

HORIZONTAL

XXX TDSJCFTPGU DPN t Scribe Insight Data migration & data integration for MS Dynamics and legacy systems.

Blue Horseshoe www.supplychaindynamicsax.com

Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture.

Increase revenue, proďŹ t margins and asset utilization.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

More than 1700 companies live.

Drop Ship Management Equisys, Inc. XXX FRVJTZT DPN t Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your ďŹ nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.

ImageTag, Inc. XXX JNBHFUBH DPN t KwikTag Document Capture & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. More choose KwikTag's document & case mgmt.

Liaison Software Corp

HORIZONTAL

XXX MJBJTPOTD DPN t FYU Liaison Messenger EDD Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.

MetaďŹ le Information Systems, Inc. XXX NFUBWJFXFS DPN t MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.

Minisoft XXX NJOJTPGU DPN t eFORMz eFORMz is a next generation electronic forms solution. Produce packing lists, shippings labels, barcodes, customs doc, checks, POs. Go paperless and email forms in PDF. Archiving, Fax and Document WorkďŹ&#x201A;ow included.

PaperSavePro XXX 1BQFS4BWF1SP DPN t PaperSavePro PaperSaveProTM is a CertiďŹ ed for Microsoft Dynamics document management and electronic workďŹ&#x201A;ow solution that eliminates inherent risks and ineďŹ&#x192;ciencies associated with paper.

KEY:

Axapta

Great Plains

40

NAVUG Magazine

nChannel XXX ODIBOOFM DPN t FYU Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

E-commerce

kCentric Technologies Inc XXX L FDPNNFSDF DPN t FYU k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilingual, multi-currency SaaS, On Premise.

Nodus Technologies, Inc. XXX OPEVT DPN t eStore Solution Stack Fully featured B2B/B2C, integrated E-Commerce with GP, zero-touch SOP.

EDI Avalara, Inc.

AIM Computer Solutions, Inc.

XXX BWBMBSB DPN t AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

Azox, Inc. XXX B[PY DPN t eSource B2B and B2C Integrated B2B & B2C web stores with built-in CMS, SEO, and web parts.

Azox, Inc. XXX B[PY DPN t eSource Sales Portal Online quote/order entry, view account history & print/pay invoices.

ChargeLogic XXX DIBSHFMPHJD DPN t NEW: ChargeLogic Connect Leading cloud-based service that connects your e-commerce site to NAV.

Computer Pundits Corporation XXX F$PNNFSDF DPN t eCommerce21TM Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.

XXX BJNDPN DPN "VUPTZT IUN t AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

Business Systems Integrators XXX #4*&%* DPN t EDI BSI provides superior EDI solutions for AX, both on-premise & SaaS. Data Masons Software XXX EBUBNBTPOT DPN t Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

DiCentral XXX EJDFOUSBM DPN t FYU NEW: EDI Integration with Microsoft Dynamics DiCentral's DiIntegrator is an advanced, hosted solution, to instantly become EDI compliant with your trading partner community, and to seamlessly integrate data with Microsoft Dynamics GP, AX, NAV, and SL. eBridge Software XXX FCSJEHFDPOOFDUJPOT DPN t eBridge for EDI Web-based EDI solution eliminates transaction fees - low monthly fees.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ QPTJUJWF@QBZ BTQY t Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ FYQBOEFE@NBTUFS@JOGP BTQY t 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 disparate ones. 88,000+ users worldwide.

Unprecidented visibility.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution including AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references.

Quick startup available.

RedTail Solutions XXX SFEUBJMTPMVUJPJOT DPN t RedTail EDI Cloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO.

Electronic Document Delivery (Email)/Faxing Accounting System Integrators XXX BTJMMD DPN t eMail for Solomon Easily eMail documents from AR,OM,Flexible Billing,PO,SS. Flexible.

Altec XXX BMUFD JOD DPN t FYU doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.

eBridge Software XXX FCSJEHFDPOOFDUJPOT DPN t eBridge for E-Commerce Integration with all webstores incl. eBay, Amazon, AspDotNetStorefront+.

Navision

Solomon

HighJump TrueCommerce EDI Solutions www.highjump.com/truecommerce FYU HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable.TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Customer Relationship Management

Retail Management System

Bottomline Technologies XXX CPUUPNMJOF DPN EZOBNJDT t Create!formÂŽ Complete Document & Payment Automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Point of Sale

Datahaven for Dynamics XXX EBUBIBWFO EZOBNJDT DPN t Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embedded â&#x20AC;&#x153;not simply integratedâ&#x20AC;? throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Equisys, Inc. XXX FRVJTZT DPN t Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your ďŹ nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.

Ariett Business Solutions, Inc. XXX BSJFUU DPN t Ariett Requisition, Travel & Expense Travel, Requisition, PO Approval WorkďŹ&#x201A;ows, Expense Reporting, Document Manager, Credit Cards, Mobile Apps, in the Cloud on Microsoft Azure.

DynamicPoint XXX EZOBNJDQPJOU DPN t SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees.

Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline employee expense reimbursement with Dynamics.

Liaison Software Corp XXX MJBJTPOTD DPN t FYU Liaison Messenger EDD Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.

Minisoft XXX NJOJTPGU DPN t eFORMz eFORMz is a next generation electronic forms solution. Produce packing lists, shippings labels, barcodes, customs doc, checks, POs. Go paperless and email forms in PDF. Archiving, Fax and Document WorkďŹ&#x201A;ow included.

Electronic Signatures

XXX BTTVSFTJHO DPN t AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Expense Solutions Alba Spectrum Corporation XXX BMCBTQFDUSVN DPN t Credit Card Expense Manager Imports credit card activity data & generates GL entries, Bank entries & AP vouchers. E-mail options and Employee Web Portal for expense categories assignment.

Axapta

www.paramounttechnologies.com

WorkPlace Expense Integrates web submission of expense reports, automatic routing, fraud detection, and electronic approvals of individual line-item expenses.

Red Chair Solutions XXX SFEDIBJSTPMVUJPOT DPN t RCS Project Accounting with Xpede.NET RCS Solutions provide tools to maximize cost and Revenue. Project Costing/ Accounting management- incl. Multicurrency. Remote Time & Expense entry. Services: custom integrations, .Net development. Mobility Solutions.

Field Service Management

AssureSign LLC

KEY:

Paramount Technologies

Great Plains

General Ledger

ImageTag, Inc. XXX JNBHFUBH DPN t KwikTag Document Capture & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. More choose KwikTag's document & case mgmt.

Admiral Consulting Group www.admiral-west.com/advancedallocations/ JOEFY IUNM t FYU Advanced Allocations for Dynamics GP You can easily allocate entire departments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.

Alba Spectrum Corporation XXX BMCBTQFDUSVN DPN t Advanced Customer Merge Provides a workďŹ&#x201A;ow-oriented solution to merging customers in large databases. A â&#x20AC;&#x153;provisionalâ&#x20AC;? merge is used for review and approval. The ďŹ nal merge physically transfers transactions to the primary customer.

Alba Spectrum Corporation XXX BMCBTQFDUSVN DPN t Alba Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).

Corporate Renaissance Group www.crgroup.com/crg_solutions.php

AA Tools for Analytical Accounting AA Tools has 4 modules (AA BackďŹ ller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. BackďŹ ll AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.

Open Door Technology XXX PQFOEPPS DB t TaskMaster Mobility Solution Increase productivity and generate rapid ROI with workďŹ&#x201A;ow driven processes for any industry or ďŹ eld application.

Enable real-time information exchange between your ďŹ eld workforce and ERP system via mobile devices.

Fixed Assets Computer Productivity Services Inc. cps.ďŹ nancial.oďŹ&#x192;celive.com/ 8JSFMFTT'JYFE"TTFU$PVOU BTQY t CPS - Wireless Fixed Asset Physical Count and Create Count or create ďŹ xed assets with a wireless scanner. $3500.

Navision

Solomon

InďŹ nia Business Technology XXX &YDFM*OUFHSBUPS DPN t InďŹ nia Integrator GL Allow users to copy and paste journal entries from Excel to Dynamics GP.

HR Management Corporate Renaissance Group www.crgroup.com/crg_solutions.php

emPerform emPerform is an easy-to-use, webbased appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.

Customer Relationship Management

Retail Management System

HR Services Inc. XXX NZTUBĂśOHQSP DPN t myStaďŹ&#x192;ngPro Applicant Tracking System Recruiting software to qualify applicants. track jobs, and select hires.

Integrity Data www.integrity-data.com FYU HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budgeting and managing FTEâ&#x20AC;&#x2122;s, and more!

JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm FYU JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Kronos Incorporated XXX LSPOPT DPN t Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Professional Advantage XXX QSPGBE DPN t 1StaďŹ&#x20AC; for Microsoft Dynamics 1StaďŹ&#x20AC; provides an end-to-end solution for staďŹ&#x192;ng organizations from resume parsing to generating ďŹ nancial statements. One solution your sales, recruiters and ďŹ nancial staďŹ&#x20AC; can all use.

Inter-company Processing Corporate Renaissance Group XXX DSHSPVQ DPN DPNCJOFS QIQ t Company Combiner With Company Combiner, multiple companies with the same chart of accounts can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. mc² XXX ND TPGUXBSF DPN t Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

Point of Sale

Fall 2012

41

HORIZONTAL

m-hance XXX N IBODF DPN t

Active Documents for Sales and Purchasing Email singular or bulk remittances, statements, SOP & POP docs directly from Dynamics GP. Also enables REPRINTING of remittances.

Joesoftware Inc. XXX KPFTPGUXBSF DPN t Spencer Easy, conďŹ gurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workďŹ&#x201A;ow, multi-currency, VAT support, electronic receipts and more.

Panatrack, Inc. XXX QBOBUSBDL DPN t FYU PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

Nolan Business Solutions www.nolanbusinesssolutions.com

InterCompany Postings Automatically post all types of transactions between companies.

Inventory Enhancement AIM Computer Solutions, Inc. XXX SBQJEUSBL OFU t RapidTrak Web based wireless material tracking; user-deďŹ ned commands; alerts.

Blue Moon Industries XXX CMVFNPPOJTW DPN t Quality Count Provides the most robust and complete physical inventory functionality.

Blue Moon Industries XXX CMVFNPPOJTW DPN t NEW: Advanced BOM Ability to associate sale order/assembly & PO/assembly & disassembly.

HORIZONTAL

Computer Productivity Services Inc. www.cps.ďŹ nancial.oďŹ&#x192;celive.com/Inventory.aspx

CPS - Wireless Inventory Physical Count State of the Art count and adjust inventory by class/site. $3500.

Computer Productivity Services Inc. www.cps.ďŹ nancial.oďŹ&#x192;celive.com/ 8JSFMFTT3FDFJWJOH BTQY t CPS - Wireless Receiving, Adjustments and Transfers State of the Art Wireless Receiving, Adjustments and Transfers. $3500.

Computer Productivity Services Inc. www.cps.ďŹ nancial.oďŹ&#x192;celive.com/BarCode.aspx

CPS - UPC Code Generator Automatically Create UPC codes for inventory items. $1000. m-hance www.m-hance.com/sectors/distribution/

Advanced Inventory Replenishment One of the critical measures of success for any distribution company is the ability to eďŹ&#x20AC;ectively balance inventory investment and customer service levels.

Reduce stock, improve customer service and reduce admin.

Northlake Partners XXX 5IF/PSUIMBLF1BSUOFST DPN t BluWare - Item Management ConďŹ gure unlimited item attributes to extend BI and automate promotions, commissions, & freight charges. Manage Catch Weight items & display separate UOM's for an item's unit, weight, & price UOM in sales order.

KEY:

Axapta

Great Plains

42

NAVUG Magazine

Panatrack, Inc. XXX QBOBUSBDL DPN t FYU PanatrackerGP Mobile Sales Adding mobility to sales transaction processing for Dynamics GP. Panatrack, Inc. XXX QBOBUSBDL DPN t FYU PanatrackerGP for Inventory Management Adding bar code data capture to GP to capture inventory transactions at the point of activity.

WilloWare, Inc. XXX XJMMPXBSF DPN t FYU Lot Extensions Adds an unlimited number of userdeďŹ ned Lot Attributes.

WilloWare, Inc. XXX XJMMPXBSF DPN t FYU CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLinkexport/import to CSV ďŹ les.

Inventory Management Absolute Value XXX BCTPMVUFWBMVF VT DPN t Absolute Value/Lanham Associates Best-ďŹ t formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.

Alba Spectrum Corporation XXX BMCBTQFDUSVN DPN t Multi-Dimensional Inventory Uses style-based conďŹ guration that supports indeďŹ nite number of user deďŹ ned attributes per SKU. Integrates with & auto-generates groups of related items in SOP & POP Fully compatible with standard GP functionality.

ASC Software XXX BTDTPGUXBSF DPN t ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

FASCOR XXX GBTDPS DPN t FYU FASCOR WMS Trusted solutions for Warehouse and Transportation Management with industry leading integration to Dynamics GP. Fully integrated, the FASCOR WMS delivers Tier 1 functionality for all size companies.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multiple rollup views.

Navision

Solomon

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Inventory items as components or supply them as products for customers. Gain visibility & control. m-hance www.m-hance.com/sectors/ EJTUSJCVUJPO t

Unit of Measure Management Users need to look at sales performance in one consolidating unit, perhaps tonnage, litres or cases; regardless of how products come packaged; by the pallet, case, carton or individually. m-hance www.m-hance.com/sectors/distribution/

Inter-site Transfers In a multi-site distribution company this can be critical to operational effectiveness. Control and automate re-distribution of stock from a central warehouse to depots or adhoc movements from one site to another. m-hance www.m-hance.com/sectors/distribution/

Advanced Inventory Replenishment One of the critical measures of success for any distribution company is the ability to eďŹ&#x20AC;ectively balance inventory investment and customer service levels.

Reduce stock, improve customer service and reduce admin.

Panatrack, Inc. XXX QBOBUSBDL DPN t FYU PanatrackerGP for Inventory Management Adding bar code data capture to GP to capture inventory transactions at the point of activity.

RockySoft XXX 3PDLZ4PGU DPN t FYU Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Azox, Inc. XXX B[PY DPN t Online Bill Pay Bundle Pay invoices by ACH or credit card securely from your website/web store.

Bottomline Technologies www.bottomline.com/transformap_ax

TransformÂŽ AP for Dynamics AX Integrated AP invoice capture, conďŹ gurable workďŹ&#x201A;ow and storage. Link invoice data directly to AX for automated matching of PO-based invoices plus exception processing with online review and approval.

Encore Business Solutions www.encorebusiness.com FYU Recurring Contract Billing Automate cyclical billing processes & improve cust. & contract mgmt. Autogenerate scheduled invoices reducing billing & invoicing time.

Equisys, Inc. XXX FRVJTZT DPN t Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your ďŹ nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.

ImageTag, Inc. XXX JNBHFUBH DPN t KwikTag Document Capture & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. More choose KwikTag's document & case mgmt.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ BS@DPMMFDUJPOT BTQY t AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

Nodus Technologies, Inc. XXX OPEVT DPN t ePay Advantage Online Billing & Payment Collection for GP, PA-DSS certiďŹ ed, view invoices, automated recurring payments, tokenization, ecommerce integration.

Invoicing Enhancement

Paramount Technologies

Ariett Business Solutions, Inc.

www.paramounttechnologies.com

WorkPlace Invoice Automation Integrated Invoice Automation Solution for your electronic approvals, check request & invoice matching needs.

XXX BSJFUU DPN t Ariett Travel, Expense & AP Invoice Automation Pre-travel Approval, Automated Expense Reporting with Credit Card Integration and AP Invoice Automation. With Document management and mobile apps.

Customer Relationship Management

Retail Management System

Point of Sale

Job Costing

Migrations

JOVACO Solutions Inc. XXX KPWBDP DPN t FYU JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Cincom Systems, Inc FSQ DJODPN DPN t Cincom ERP Master the complexity and simplify your complex business processes to realize 30:1 or more ROI and doubledigit gain in proďŹ ts.

Red Chair Solutions XXX SFEDIBJSTPMVUJPOT DPN t RCS Project Accounting with Xpede.NET RCS Solutions provide tools to maximize cost and Revenue. Project Costing/ Accounting management- incl. Multicurrency. Remote Time & Expense entry. Services: custom integrations, .Net development. Mobility Solutions.

Cincom Systems, Inc BDRVJSF DJODPN DPN t Cincom AcquireTM Close deals 80% faster! Simplify your sales eďŹ&#x20AC;ort; conďŹ gure, price, quote in real-time with customers. See us at CRMUG booth #317!

Sierra Workforce Solutions XXX TJFSSBXT DPN t Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Labeling

www.cps.ďŹ nancial.oďŹ&#x192;celive.com/ #BS$PEF BTQY t CPS - Bar Code Label Application for POP, SOP, Inventory and Fixed Assets Generate Labels for an entire transaction with a single click. $1500.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU E-Ship Shipping from sales order through manifest. Package carriers available.

WilloWare, Inc. XXX XJMMPXBSF DPN t FYU Commodity Surcharge Tracks the spot price of commodities, adds surcharge during invoicing to cover diďŹ&#x20AC;erence in the spot price between quote date and invoice date.

WilloWare, Inc. XXX XJMMPXBSF DPN t FYU LeanMFG Complete manufacturing suite for smaller GP manufacturers, or those whose processes include Disassembly, Batch, or Multi-product production.

WilloWare, Inc. XXX XJMMPXBSF DPN t FYU LabelLink Print to barcode label printers from inside GP. Unlimited label formats.

WilloWare, Inc. XXX XJMMPXBSF DPN t FYU Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

Manufacturing Enhancement

Marketing Automation

Arbela Technologies XXX BSCFMBUFDI DPN t Industry-Tailored Dynamics AX Solutions With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

Axapta

Great Plains

Trinity USA XXX USJOJUZQBSUOFS DPN t Trinity Mobile Sales Create GP quotes and orders from laptops and smartphones with or without an internet connection.

NAV and CRM Integration SalesFUSION, Inc. XXX TBMFTGVTJJPO DPN t SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

Online/Electronic Business Services Blue Moon Industries XXX CMVFNPPOJTW DPN t Invoice Cloud for Dynamics GP Provides online invoice processing branded for each billing entity.

CoreMotives, LLC XXX DPSFNPUJWFT DPN t CoreMotives Marketing Suite Marketing power for 800+ Microsoft Dynamics CRM organizations: Email marketing - Lead scoring - Web tracking - Event management - Web capture forms - Surveys.

Navision

Solomon

XXX BSJFUU DPN t Ariett Travel, Expense & AP Invoice Automation Pre-travel Approval, Automated Expense Reporting with Credit Card Integration and AP Invoice Automation. With Document management and mobile apps.

AXtension www.axtension.com/en/applications/ axtension-solutions/invoice-processing

AXtension Invoice Processing Optimized accounts payable invoice processing.

BGE, Inc. XXX CHFJOD OFU t Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP.

Bottomline Technologies www.bottomline.com/transformap_ax

TransformÂŽ AP for Dynamics AX Integrated AP invoice capture, conďŹ gurable workďŹ&#x201A;ow and storage. Link invoice data directly to AX for automated matching of PO-based invoices plus exception processing with online review and approval.

Payables Enhancement

InďŹ nia Business Technology XXX &YDFM*OUFHSBUPS DPN t InďŹ nia Integrator AP Allow users to copy & paste Payables transactions from Excel to Dynamics.

5280 Solutions XXX 4IBSF1PJOU DPN t Dynamic Payables - SharePoint Invoice Automation Dynamic Payables, a SharePoint-based AP automation solution includes OCR, workďŹ&#x201A;ow, reporting & direct integration with Microsoft Dynamics.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ QPTJUJWF@QBZ BTQY t Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank.

Marketing Power For Dynamics CRM

SalesFUSION, Inc. XXX TBMFTGVTJJPO DPN t SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM. KEY:

Mobility Axonom XXX BYPOPN DPN t Powertrak for Tablets Mobile CRM, Time & Billing, Quote & Product ConďŹ gurator, and Surveys.

Ariett Business Solutions, Inc.

Altec XXX BMUFD JOD DPN t FYU doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.

Customer Relationship Management

Retail Management System

Isis, Inc. www.isissoftware.com/enha/isis_sl_ BQBS@SFGVOET BTQY t AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.

KTL Solutions, Inc. XXX LUMTPMVUJPOT DPN t KTL FastAP Brings distribution window and payment terms directly to the 1st screen.

Point of Sale

Fall 2012

43

HORIZONTAL

Computer Productivity Services Inc.

Horizons International XXX I[T DPN t FYU Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

appStrategy XXX BQQTUSBUFHZ DPN t FYU appCompass Suite Integration & Migration solution for Dynamics CRM, legacy, and cloud.

Liaison Software Corp XXX MJBJTPOTD DPN t FYU Liaison Messenger EFT Automate the batch e-mail and faxing of EFT NotiďŹ cations to Vendors.

Mekorma XXX NFLPSNB DPN t Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP with Secure Approval WorkďŹ&#x201A;ow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks. m-hance XXX N IBODFDPN t

Invoice Approvals and Accruals Browser based invoice approval and requisitioning functionality fully integrated with Dynamics GP. Automates invoice accrual process.

HORIZONTAL

Reporting-Central XXX SFQPSUJOH DFOUSBM DPN t The Validator1099 Automated vendor TIN validation for accurate 1099 processing.

www.checkfactory.com

Trans-Micro, Inc. XXX DIFDLGBDUPSZ DPN t Check Factory Visual Series v5 for Dynamics GP and SL Check FactoryĂ&#x201A;ÂŽ Visual Series is a MICR check and forms printing software solution designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Payroll Enhancement

Aatrix Software, Inc. www.aatrix.com/dynamics FYU Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.

BGE, Inc. XXX CHFJOD OFU t Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP.

KEY:

Axapta

Great Plains

44

NAVUG Magazine

Greenshades Software www.Greenshades.com FYU PQUJPO Greenshades Payroll Tax Service Our Tax Service is the easiet way to ďŹ le and pay your payroll taxes.

Greenshades Software www.Greenshades.com FYU PQUJPO Greenshades Center Creates Federal State and Local W-2s 940/941s 1099s SUTA returns & more.

InďŹ nia Business Technology XXX &YDFM*OUFHSBUPS DPN t InďŹ nia Integrator PR Allow users to copy & paste Payroll transactions from Excel to Dynamics.

Integrity Data www.integrity-data.com FYU Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2â&#x20AC;&#x2122;s, managing complex payroll posting requirements, conďŹ guring overtime rules and more!

Isis, Inc. www.isissoftware.com/enha/isis_sl_ QPTJUJWF@QBZ BTQY t Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ FYQBOEFE@NBTUFS@JOGP BTQY t 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm FYU JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Joesoftware Inc. XXX KPFTPGUXBSF DPN t Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.

KTL Solutions, Inc. XXX LUMTPMVUJPOT DPN t Pay Stubs Online 1.0 A web-based app that provides employees online access to their pay stubs.

Employees can be notiďŹ ed through email when their pay stub is available online. ConďŹ guration tool allows control to information.

Liaison Software Corp XXX MJBJTPOTD DPN t FYU Liaison Messenger DD Batch E-mail 128-bit encrypted Direct Deposit Statements to Employees.

Sierra Workforce Solutions XXX TJFSSBXT DPN t Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Portals Axonom XXX BYPOPN DPN t Powertrak Portals Providing customers, partners or members vital information via portals.

DynamicPoint XXX EZOBNJDQPJOU DPN t Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.

Experlogix, Inc. XXX FYQFSMPHJY DPN t FYU Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Solomon

XXX BSJFUU DPN t Ariett ReqNet & Expense Management eProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.

DynamicPoint XXX EZOBNJDQPJOU DPN t SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees.

Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline the procurement process with Dynamics GP and NAV. Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multiple rollup views.

Liaison Software Corp XXX MJBJTPOTD DPN t FYU Liaison Messenger EFT Automate the batch e-mail and faxing of EFT NotiďŹ cations to Vendors.

Northlake Partners XXX 5IF/PSUIMBLF1BSUOFST DPN t BluWare - Commodity Procurement Manage harvest, hauling, & purchasing of crops, grain, & ďŹ sh. Specify prices by commodity & automate deductions & taxes. Manage unlimited Farmers & Fields and complete 'Delivery Tickets' to become Payables in GP.

Northlake Partners XXX 5IF/PSUIMBLF1BSUOFST DPN t BluWare - Customer & Vendor Portal Real-time web access to customers & employees for BI, order inquiry, & sales order entry. Our 'Data Access' controls record level security.

Paramount Technologies

Procurement Management

Product Lifecycle Management

Absolute Value XXX BCTPMVUFWBMVF VT DPN t Absolute Value/Lanham Associates Best-ďŹ t formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and onpremise. Reduce inventory levels and improve customer service.

KTL Solutions, Inc. XXX LUMTPMVUJPOT DPN t NEW: KTL PR Security Allows you to restrict access to payroll information by employee. The security is applied to cards, reports, inquiry, and smart lists.

Navision

Ariett Business Solutions, Inc.

Customer Relationship Management

www.paramounttechnologies.com

WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

QBD Systems XXX RCETZT DPN t Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Project Accounting Ariett Business Solutions, Inc. XXX BSJFUU DPN t Ariett ReqNet & Expense Management eProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.

Retail Management System

Point of Sale

Cincom Systems, Inc FSQ DJODPN DPN t Cincom ERP Master the complexity and simplify your complex business processes to realize 30:1 or more ROI and doubledigit gain in proďŹ ts.

Encore Business Solutions www.encorebusiness.com FYU Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

JOVACO Solutions Inc. XXX KPWBDP DPN t FYU JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Ariett Business Solutions, Inc.

Paramount Technologies

XXX BSJFUU DPN t Ariett ReqNet & Expense Management eProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.

www.paramounttechnologies.com

WorkPlace Requisition and Purchasing Integrated Requisitioning & Procurement solutions with built-in PunchOut capabilities and automatic email notiďŹ cations.

Blue Moon Industries XXX CMVFNPPOJTW DPN t Container Management Enter manifests, receive FOB, track goods in transit.

UniďŹ ed Business Solutions, LLC www.dynamicsgenie.com/pogenie.aspx

PO Genie Automatically create POs based on inventory levels and Backorders, by Item, Class, Site, & Vendor utilizing standard Item Resource Planning.

DynamicPoint XXX EZOBNJDQPJOU DPN t SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees.

Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline purchase requisition processing with Dynamics.

Paramount Technologies

Red Chair Solutions XXX SFEDIBJSTPMVUJPOT DPN t RCS Project Accounting with Xpede.NET RCS Solutions provide tools to maximize cost and Revenue. Project Costing/ Accounting management- incl. Multicurrency. Remote Time & Expense entry. Services: custom integrations, .Net development. Mobility Solutions.

Purchase Order Processing Enhancement

Altec XXX BMUFD JOD DPN t FYU doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV. Arbela Technologies XXX BSCFMBUFDI DPN t Arbela Technologies With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

KEY:

Axapta

Great Plains

Equisys, Inc. XXX FRVJTZT DPN t Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your ďŹ nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.

Receivables Enhancement

EthoTech, Inc. XXX FUIPUFDI DPN t FYU Next Numeric Collection Auto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs.

Encore Business Solutions www.encorebusiness.com FYU Recurring Contract Billing Automate cyclical billing processes & improve cust. & contract mgmt. Autogenerate scheduled invoices reducing billing & invoicing time.

ICAN Software Corporation XXX JDBOTPGUXBSF DPN t Vendor Price Matrix Vendor speciďŹ c unit costing for purchase orders.

KTL Solutions, Inc. XXX LUMTPMVUJPOT DPN t KTL SOP Advanced Distribution Allows you to dynamically deďŹ ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Nolan Business Solutions www.nolanbusinesssolutions.com

eRequest Functional internet based requisitioning system designed to work the way you do.

Nolan Business Solutions www.nolanbusinesssolutions.com

InterCompany POP to SOP Automatically link Sales Orders and Purchase Orders between databases.

Navision

Solomon

Blue Moon Industries XXX CMVFNPPOJTW DPN t Invoice Cloud for Dynamics GP Provides online invoice processing branded for each billing entity.

Equisys, Inc. XXX FRVJTZT DPN t Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your ďŹ nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.

ICAN Software Corporation XXX JDBOTPGUXBSF DPN t Mass Apply Receivables Mass apply range of customers & dates with speciďŹ c apply or auto apply.

ICAN Software Corporation XXX JDBOTPGUXBSF DPN t Print Cash Receipts Print cash receipts and historical cash receipts.

InďŹ nia Business Technology XXX &YDFM*OUFHSBUPS DPN t InďŹ nia Integrator AR Allow users to copy and paste AR transactions from Excel to Dynamics GP.

Customer Relationship Management

Retail Management System

Isis, Inc. www.isissoftware.com/enha/isis_sl_ BS@DPMMFDUJPOT BTQY t AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

Nodus Technologies, Inc. XXX OPEVT DPN t ePay Advantage Online Billing & Payment Collection for GP, PA-DSS certiďŹ ed, view invoices, automated recurring payments, tokenization, ecommerce integration.

Stanley Stuart YoďŹ&#x20AC;ee & Hendrix, Inc. www.ssyh.com/products_ssyh_ BSDPMMFDUJPOT IUNM t AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash ďŹ&#x201A;ow.

Stanley Stuart YoďŹ&#x20AC;ee & Hendrix, Inc. www.ssyh.com/products_ssyh_national.html

National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Reconciliation Isis, Inc. www.isissoftware.com/enha/isis_sl_ DBTI@CBTJT BTQY t Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis. m-hance XXX N IBODF DPN t

Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP. m-hance XXX N IBODF DPN t

The Reconciler for AR and AP The automated reconciliation tool for highlighting the cause of imbalances between the AR or AP modules & the GL Control Accounts.

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www.paramounttechnologies.com

WorkPlace Project Series Combines the WorkPlace Time, Expense and Project solutions with seamless out-of-the-box integration with leading ERP systems.

Quality Control Horizons International XXX I[T DPN t FYU Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ BQBS@SFGVOET BTQY t AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.

Nolan Business Solutions www.nolanbusinesssolutions.com

Advanced Bank Reconciliation Automatically reconcile bank transactions with posted GL transactions.

Reporting-Central XXX SFQPSUJOH DFOUSBM DPN t The Closer Improve data integrity with General Ledger to Sub-Ledger reconciliations made simple & easy - reconcile AR, AP, Cash, Accrued Purch, Inventory, SOP, POP, COGS, Fixed Assets, MFG, Intercompany & Outside Data Sources.

Strategic Solutions NW HFUCJ[BY DPN t BizAX BizAX adds functionality to AX Financials.

Lockbox, Positive Pay, & Bank Account Reconciliation. SimpliďŹ es accounting processes with easy set-up; multiple transfer, encryption & ďŹ le types; and automatic processing.

HORIZONTAL

Reporting

KTL Solutions, Inc. XXX LUMTPMVUJPOT DPN t Crystal Converter Converts Crystal Reports to SQL reporting services RDL. PrecisionPoint Software XXX QSFDJTJPO QPJOU DPN t PrecisionPoint - Business Intelligence Subscription based reporting and analytics solution for Dynamics AX and NAV. A monitored and managed service with guaranteed deliverables.

S o l v e r Solver XXX TPMWFSVTB DPN t Solver - BI360 Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Total Dynamics Solutions, LLC XXX UPUBMEZOBNJDTTPMVUJPOT DPN t Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Royalty

Accountable Software XXX BDDPVOUBCMF DPN t Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Accountable Software XXX BDDPVOUBCMF DPN t Dynamics SL Inquiry Reporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes out-of-box reports, ďŹ lters, sorting, grouping. summaries, drill down to source screens, & more.

AIM Technologies XXX BJN UFDIOPMPHJFT DPN t Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.

Encore Business Solutions www.encorebusiness.com FYU Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reoprts & queries on the ďŹ&#x201A;y.

Eclipse Computing, Inc www.us.eclipsecomputing.com/ FYU Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Northlake Partners XXX 5IF/PSUIMBLF1BSUOFST DPN t BluWare - Promotions & Rebates Automate the calculation of promotions, rebates, & royalties from sales orders.

Include as additional line items or GL accruals. Establish programs by date range, items, & customers and prices by unit, weight, or %.

United ERP, LLC XXX VOJUFEFSQ DPN t Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt approvals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, forecasting & business intelligence.

Sales Order Processing Enhancement Isis, Inc. www.isissoftware.com/enha/isis_sl_ DBTI@CBTJT BTQY t Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

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Axapta

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Accountable Software XXX BDDPVOUBCMF DPN t Dynamics Reporting - Forms Printer Print SOP, POP & other forms using SSRS & Crystal. Use 3rd party and custom data. Full GP Notes. Deliver forms by Email in PDF & other formats.

Navision

Solomon

Accounting System Integrators XXX BTJMMD DPN t Order Entry / Invoicing Flexible Order/Invoicing with eMail.

OM alternative. No Process Manager.

Altec XXX BMUFD JOD DPN t FYU doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV. Blue Moon Industries XXX CMVFNPPOJTW DPN t Freight Matrix Provides the capability to deďŹ ne your own freight charge schedules.

Blue Moon Industries XXX CMVFNPPOJTW DPN t NEW: Advanced BOM Ability to associate sale order/assembly & PO/assembly & disassembly.

Blue Moon Industries XXX CMVFNPPOJTW DPN t SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP. Blue Moon Industries XXX CMVFNPPOJTW DPN t Invoice Cloud for Dynamics GP Provides online invoice processing branded for each billing entity.

Blue Moon Industries XXX CMVFNPPOJTW DPN t Sales ConďŹ gurator Provides a complete 'assemble to order' sales system.

Cincom Systems, Inc BDRVJSF DJODPN DPN t Cincom AcquireTM Close deals 80% faster! Simplify your sales eďŹ&#x20AC;ort; conďŹ gure, price, quote in real-time with customers. See us at CRMUG booth #317!

Encore Business Solutions www.encorebusiness.com FYU Recurring Contract Billing Automate cyclical billing processes & improve cust. & contract mgmt. Autogenerate scheduled invoices reducing billing & invoicing time.

Equisys, Inc. XXX FRVJTZT DPN t Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your ďŹ nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.

EthoTech, Inc. XXX FUIPUFDI DPN t FYU Next Numeric Collection Auto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs.

Customer Relationship Management

Retail Management System

Experlogix, Inc. XXX FYQFSMPHJY DPN t FYU Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

KTL Solutions, Inc. XXX LUMTPMVUJPOT DPN t KTL SOP Advanced Distribution Allows you to dynamically deďŹ ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Liaison Software Corp XXX MJBJTPOTD DPN t FYU Liaison Messenger EDD Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.

nChannel XXX ODIBOOFM DPN t FYU Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

Nodus Technologies, Inc. XXX OPEVT DPN t eSOP Advantage Web-based SOP from anywhere anytime with customizable workďŹ&#x201A;ow for GP. Nolan Business Solutions www.nolanbusinesssolutions.com

InterCompany POP to SOP Automatically link Sales Orders and Purchase Orders between databases.

Northlake Partners XXX 5IF/PSUIMBLF1BSUOFST DPN t BluWare - Sales Order Complete web Sales Order w/workďŹ&#x201A;ow, automated email & status change, conďŹ gurable UI's, catch-weight, multi item UOM, & added Price List features.

Integrated w/BluWare logistics, freight, promotions, & commissions.

Panatrack, Inc. XXX QBOBUSBDL DPN t FYU PanatrackerGP Mobile Sales Adding mobility to sales transaction processing for Dynamics GP.

Point of Sale

Security

Arbela Technologies XXX BSCFMBUFDI DPN t Arbela Security Manager Arbelaâ&#x20AC;&#x2122;s Security Manager radically simpliďŹ es managing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it.

Fastpath Solutions, Inc XXX HPGBTUQBUI DPN t FYU Fastpath ConďŹ g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory.

Single interface for managing Dynamics users improving security, saving time and money. GP solution oďŹ&#x20AC;ers Single Sign on functionality.

Fastpath Solutions, Inc

KTL Solutions, Inc. XXX LUMTPMVUJPOT DPN t NEW: KTL PR Security Allows you to restrict access to payroll information by employee. The security is applied to cards, reports, inquiry, and smart lists.

V-Technologies, LLC XXX WUFDIOPMPHJFT DPN t StarShip Shipping Software Integrated shipping for small parcel and LTL; supports UPS, FedEx, DHL, USPS (Endicia), OnTrac, Freightquote, YRC and more.

Supply Chain Management

Absolute Value XXX BCTPMVUFWBMVF VT DPN t Absolute Value/Lanham Associates Best-ďŹ t formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.

AIM Computer Solutions, Inc. XXX BJNDPN DPN t AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.

Shipping/Manifesting FASCOR XXX GBTDPS DPN t FYU FASCOR TMS TMS is an integrated solution for small parcel and ltl shipping. Carrier CertiďŹ ed for UPS, FedEx, USPS (Endicia), LTL and other carriers. Feature rich and user conďŹ grable / multiple integration options.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU E-Ship Shipping from sales order through manifest. Package carriers available.

Northlake Partners www.TheNorthlakePartners.

DPN t BluWare - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.

KEY:

Axapta

Great Plains

Arbela Technologies XXX BSCFMBUFDI DPN t Arbela Technologies With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

ASC Software XXX BTDTPGUXBSF DPN t ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Navision

Solomon

Blue Horseshoe www.supplychaindynamicsax.com

Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture.

Increase revenue, proďŹ t margins and asset utilization.

Data Masons Software XXX EBUBNBTPOT DPN t Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

FASCOR XXX GBTDPS DPN t FYU FASCOR WMS Trusted solutions for Warehouse and Transportation Management with industry leading integration to Dynamics GP. Fully integrated, the FASCOR WMS delivers Tier 1 functionality for all size companies.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

More than 1700 companies live.

Lanham AssociatesÂŽ XXX MBOIBNBTTPD DPN t FYU EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution including AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references.

Quick startup available.

RockySoft XXX 3PDLZ4PGU DPN t FYU Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

System Enhancement AIM Technologies XXX BJN UFDIOPMPHJFT DPN t DataSpy Provides information on tables updated and modiďŹ ed during the processing of transactions to speed customization and report development. Works with third-party modules.

Customer Relationship Management

Retail Management System

DynamicsDownloads XXX %ZOBNJDT%PXOMPBET DPN t DynamicsDownloads Looking for a Dynamics Add-On Solution?

Search, Buy and Sell here!

Encore Business Solutions www.encorebusiness.com FYU Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reoprts & queries on the ďŹ&#x201A;y.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ BQBS@SFGVOET BTQY t AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ DBTI@CBTJT BTQY t Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ FYQBOEFE@NBTUFS@JOGP BTQY t Expanded Master Information Easily add more user ďŹ elds for Vendors, Customers, Employees, Inventory, & Projects.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ BS@DPMMFDUJPOT BTQY t AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

Reporting-Central XXX SFQPSUJOH DFOUSBM DPN t The ValidatorGP Monitor over 100 system setups, master data ďŹ les & technical settings.

WilloWare, Inc. XXX XJMMPXBSF DPN t FYU Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System.

Make GP more intuitive, easier to use!

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XXX HPGBTUQBUI DPN t FYU Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.

V-Technologies, LLC XXX TIJQHFBS DPN t ShipGear for UPS WorldShip and FedEx Ship Manager Access Dynamics GP sales transactions within UPS WorldShip and/or FedEx Ship Manager and automatically update freight charges and tracking info.

Tax

Avalara, Inc. XXX BWBMBSB DPN t AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

Greenshades Software www.Greenshades.com FYU PQUJPO Greenshades Payroll Tax Service Our Tax Service is the easiet way to ďŹ le and pay your payroll taxes.

Kamp-Data, Inc. XXX LBNQEBUB DPN t KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

Time and Attendance

Business Computers Software, Inc. XXX CVTJOFTT DPNQVUFST DPN t Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or ďŹ nger print reader.

Travel Expense Management

JOVACO Solutions Inc. XXX KPWBDP DPN t FYU JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

XXX BSJFUU DPN t Ariett Requisition, Travel & Expense Travel, Requisition, PO Approval WorkďŹ&#x201A;ows, Expense Reporting, Document Manager, Credit Cards, Mobile Apps, in the Cloud on Microsoft Azure.

Kronos Incorporated XXX LSPOPT DPN t Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Sierra Workforce Solutions XXX TJFSSBXT DPN t Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Trade Promotion Management Flintfox International Limited XXX nJOUGPY DPN t TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Total Dynamics Solutions, LLC XXX UPUBMEZOBNJDTTPMVUJPOT DPN t Enterprise Business Management Web based, integrated trade management for Microsoft Dynamics.

Ariett Business Solutions, Inc.

DynamicPoint XXX EZOBNJDQPJOU DPN t SharePoint WorkďŹ&#x201A;ow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workďŹ&#x201A;ows integrated with Dynamics GP, NAV and CRM. Enliven Software XXX FOMJWFOTPGUXBSF DPN t Fidesic AR and AP Platform Paperless Receivables and Payables to cut admin overhead and GO GREEN! Integrity Data

Workflow Alba Spectrum Corporation XXX BMCBTQFDUSVN DPN t NEW: Alba360 Advanced WorkďŹ&#x201A;ow Easy to use WorkďŹ&#x201A;ow solution designed to automate Dynamics GP & create â&#x20AC;&#x153;smartâ&#x20AC;? integrations with external systems. Non-technical users can specify simple workďŹ&#x201A;ows & developers can create more advanced solutions.

Altec XXX BMUFD JOD DPN t FYU doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, route & archive with doc-link, Integrated Document Management for Dynamics SL, AX, NAV & GP. appStrategy XXX BQQTUSBUFHZ DPN t FYU appCompass WorkďŹ&#x201A;ow Utilize Microsoft WF4 in Studio to automate processes.

Ariett Business Solutions, Inc. XXX BSJFUU DPN t Ariett Travel, Expense & AP Invoice Automation Pre-travel Approval, Automated Expense Reporting with Credit Card Integration and AP Invoice Automation. With Document management and mobile apps.

Datahaven for Dynamics www.datahaven4dynamics.com

Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embedded â&#x20AC;&#x153;not simply integratedâ&#x20AC;? throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

XXX V MJOD DPN t FYU U-LINC(TM), Powered

By Integrity Data WorkďŹ&#x201A;ow virtually anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is ďŹ&#x201A;exible and easy to use, improving organizational performance.

Mekorma XXX NFLPSNB DPN t Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP - with Secure Approval WorkďŹ&#x201A;ow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks.

MetaďŹ le Information Systems, Inc. XXX NFUBWJFXFS DPN t MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.

Northlake Partners www.TheNorthlakePartners.com

BluWare - Sales WorkďŹ&#x201A;ow Manage unique sales order workďŹ&#x201A;ows by transaction type and site.

PaperSavePro XXX 1BQFS4BWF1SP DPN t PaperSavePro PaperSaveProTM is a CertiďŹ ed for Microsoft Dynamics document management and electronic workďŹ&#x201A;ow solution that eliminates inherent risks and ineďŹ&#x192;ciencies associated with paper.

Services

SERVICES

Application Service Provider/Hosting

a TDS company

Concept Computer Corporation XXX DPODFQUDPNQVUFS DPN t Managed Microsoft Dynamics Hosting Concept is a certiďŹ ed hosting center oďŹ&#x20AC;ering end-to-end hosting & support services designed for all areas of a Microsoft Dynamics environment.

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OneNeck IT Services XXX POFOFDL DPN t Dynamics Hosting and Managed Services Provider OneNeckÂŽ provides a comprehensive, ďŹ&#x201A;exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

Navision

Solomon

Rose Business Solutions, Inc XXX SPTFBTQ DPN t RoseASP RoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great commissions for the life of the contract. We guarantee 99.5% uptime.

Customer Relationship Management

Retail Management System

WatServ XXX XBUTFSW DPN t FYU Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM. We have the best partner programs with the highest returns. Call 866-531-2598.

Point of Sale

HORIZONTAL

HORIZONTAL

Kamp-Data, Inc. XXX LBNQEBUB DPN t DynamicZip Manage & report nationwide sales and use taxes from within GP.

Joesoftware Inc. XXX KPFTPGUXBSF DPN t Penny Web-based timesheets, employee/ manager self-service for CAD payroll.

Business Portal Development DynamicPoint XXX EZOBNJDQPJOU DPN t Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.

Cloud Computing

Scribe Software XXX TDSJCFTPGU DPN POMJOF t Scribe Online Data integration for MS Dynamics CRM 2011 online, hosted and on premise.

Data Resolution, LLC XXX EBUBSFTPMVUJPO OFU t ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.

GoIWx, Inc. XXX HPJXY DPN t FYU NEW: Cloud Hosting Services for ERP and CRM Cloud Hosting Services built speciďŹ cally for ERP and CRM.

TM

Myappsanywhere by NetStandard XXX NZBQQTBOZXIFSF DPN t )045 Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customizations, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

a TDS company

OneNeck IT Services XXX POFOFDL DPN t Dynamics Hosting and Managed Services Provider OneNeckÂŽ provides a comprehensive, ďŹ&#x201A;exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

Axapta

Great Plains

WatServ XXX XBUTFSW DPN t FYU Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM. We have the best partner programs with the highest returns. Call 866-531-2598.

Custom Development Alba Spectrum Corporation XXX BMCBTQFDUSVN DPN t Alba Spectrum Corporation We specialize in the design and development of Dexterity & .NET based Customization and Integration (including eCommerce & RMS) solutions for Dynamics GP covering an extensive range of applications and industries.

Email Marketing

XXX TJFSSBXT DPN t Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

The Partner Marketing Group

Demand Generation FishNet Marketing LLC XXX NZmTIOFUNBSLFUJOH DPN t List Acquisition, Lead Generation & Telemarketing Services Full-service Inside Sales Provider for Dynamics, Platform & Cloud Partners.

Lead qualiďŹ cation & nurture mktg; Partner Acct Mgmt; Partner Recruiting; Event Mgmt; Dedicated Rep Programs; Script dvlpmt; List & Lead Mgt.

XXX EBWJETXBOH DPN t David Swang Design Logos, brochures, ads, direct mail, sales sheets, newsletters, banners.

Alba Spectrum Corporation XXX BMCBTQFDUSVN DPN t Alba Spectrum Corporation We specialize in the design and development of Dexterity & .NET based Customization and Integration (including eCommerce & RMS) solutions for Dynamics GP covering an extensive range of applications and industries.

Integrity Data www.integrity-data.com FYU HR & Payroll Enhancements for Dynamics GP We can implement the entire HRP solution or only certain components. We also oďŹ&#x20AC;er a variety of training services.

Sierra Workforce Solutions Business Computers Software, Inc.

Isis, Inc. XXX JTJTJOD DPN t Isis Custom Development Isis provides cost eďŹ&#x20AC;ective outsourced custom development (C#, VB.NET, ASP. NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

DexPros XXX EFYQSPT DPN t Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/ SQL/.NET/VB developers.

KTL Solutions, Inc. XXX LUMTPMVUJPOT DPN t Development - Microsoft Dynamics GP 13 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Sub-contractor rates to other resellers.

Customer Relationship Management

XXX TJFSSBXT DPN t Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Implementation Services

Client Strategy Group XXX DTHQBUI DPN t Dynamics AX Done Right!

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

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SERVICES

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ooking for cost-effective, information-packed, expert-led Microsoft Dynamics NAV classes?

Join us in Seattle for Forum 2012 and our pre-conference training classes!

Once again this year we’re featuring a variety of half- and full-day classes taught by experts in Microsoft Dynamics NAV and related tools. You’ll benefit immediately from: » Instructor-led classroom training from experts on the solution and tools » Targeted content » Hands-on training environment » Cost effective » Discounts for NAVUG™ Premium Members and Microsoft Service Plan Members Check out the variety of classes that are available: » Account Schedules and Analysis Views » Financial Consolidations » Multi-Currency Setups and Processing » Microsoft Dynamics NAV Development Series: Tables » Microsoft Dynamics NAV Development Series: Forms and Pages » Manufacturing in Microsoft Dynamics NAV » Microsoft Dynamics NAV on SQL: Database Optimization and Performance Troubleshooting » Reporting in Microsoft Dynamics NAV 101 using the Classic Client » Reporting in Microsoft Dynamics NAV 101 using the RTC » Microsoft Dynamics NAV Security You don’t need to register for Forum to take the classes. To see the descriptions and details, please visit http://NAVUGforum.com.

NAVUG

Are the classes valuable?

See what one Member had to say about the “Microsoft Dynamics NAV SQL Implementation and Maintenance 101” class he took at last year’s Forum:

“Although I have been working with Microsoft Dynamics NAV 5.0 on SQL Server for more than three years, I was both surprised and quite impressed with the volume and quality of information presented in this brief four-hour training session. Cory Power from ArcherPoint (a true Microsoft Dynamics NAV professional with expert teaching skills) did an outstanding job of packing in quite a few critical topics such as installation, configuration (an indepth presentation of SQL Server Management Studio), database and security optimization, and the creation and execution of T-SQL scripts – all aimed at ensuring that all those in attendance had a solid understanding about important considerations for the Microsoft Dynamics NAV SQL environment. At the conclusion of this one training seminar, I had not only a better understanding of my SQL environment, but also was able to develop a list of areas that required further work to improve overall system performance, saving our company not only time and money, but also resulting in helping our end Users to do their job more efficiently and effectively. This training seminar was definitely worth the investment, and it dovetailed very nicely into the follow-on four-hour training session on Security. I am looking forward to attending more sessions at the upcoming conference.”

James Everett Kochheiser Chief Information Officer & Sr. Operations Manager Otis McAllister, Inc.

Fall 2012

51

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

Are you this comfortable with your NAV security?

Are you confident in your security set-up? Do you know who is making changes to your data?

Do you know who has administrator access? Do you have a segregation of duties methodology?

Are you able to efficiently identify your risks? Is it automated?

Fastpath GRC Studio is the tool that will help you confidently answer these questions.

Key features: - Extensive list of potential segregation of duties conflicts specifically for Microsoft Dynamics NAV - Security reporting by user, table access or menu access - Track all changes to Microsoft Dynamics NAV databases from inside Dynamics NAV and external sources - Schedule and deliver reports via email, PDF or Microsoft Excel - Security implementation services available

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