2018 H1 by Dynamic Communities, Inc

H1 2018 â&#x20AC;¢ WWW.GPUG.COM

PREPARING

CHART OF ACCOUNTS FOR YOUR NEXT UPGRADE

EXCITING NEW FEATURES

IN MICROSOFT DYNAMICS GP 2018

HOW TO

UPGRADE WITHOUT GETTING UPSET

Is Your Organization Still Searching for that Missing Piece?

For more information or to book a discovery demo, visit us at www.binarystream.com/intercompany

contents H1 2018 www.gpug.com

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H1 2018 • WWW.GPUG.COM

PREPARING

CHART OF ACCOUNTS FOR YOUR NEXT UPGRADE

EXCITING NEW FEATURES

IN MICROSOFT DYNAMICS GP 2018 HOW TO

UPGRADE WITHOUT GETTING UPSET

Advertiser Index AvidXchange. . . . . . . . . . . . . . . . . . . . . 4 Binary Stream. . . . . . . . . . . . . . . . . . . . . 2 Business Computers (Time Matrix). . . . 21

In Every Issue 5 From the Chairman 7 From the General Manager 8 Events 10 Welcome to Our New Members 12 Chapter News 14 15 22 31 38 51 54 58 59 60 61 63

Webinar Speed Read

Jeff Dalton

Preparing Chart of Accounts for Your Next Upgrade

Tips & Tricks Five Exciting New Features in Microsoft Dynamics GP 2018

Tips & Tricks Upgrades: 10 Ways to Step It Up

Academy Corner Meet Your GPUG® Peers Volunteer Corner: Derek Krebs & Noah Moseley GPUG On Social Word Find On Topic What’s New on the GPUG Website Name That Photo Contest Trending Topics Find the Logo Contest The GP List

Features 11 Humans of GPUG

Corporate Renaissance Group . . . . . . 75

26 The Cloud, The Edge, and On-Premise: A Guide to Warehouse Management Solutions

Emergence. . . . . . . . . . . . . . . . . . . . . . 50

User Showcase Pacific Halibut Commission

36 40

Upgrading and Microsoft Dynamics GP 2018

42 44 47 48

Partner Showcase Encore Business Solutions

GPUG Events . . . . . . . . . . . . . . . . . . . . . 9 ImageTag, Inc.. . . . . . . . . . . . . . . . . . . . 76 Integrity Data . . . . . . . . . . . . . . . . . . . . 33 MetaViewer from Metafile . . . . . . . . . . . 6 MSX Group . . . . . . . . . . . . . . . . . . . . . 35 Nodus Technologies, Inc.. . . . . . . . . . 29 SalesPad. . . . . . . . . . . . . . . . . . . . . . . . 30 Sierra Workforce Solutions . . . . . . . . . 41 Summit 2018 . . . . . . . . . . . . . . . . . . . . 24

Tips & Tricks Three Timesaving Features in Microsoft Dynamics GP 2018

Becoming a Data Wrangler The Power Behind PUG How to Upgrade Without Getting Upset

Partner Showcase Centerprism

Tips & Tricks Concise and Comprehensive Upgrade Tips H1 2018 | 3

Complete Purchasing, AP and Payment Automation Solution Built for Microsoft Dynamics GP

Eliminate Paper Invoices

Code and Approve On the Go

Customize Approval Workflows

WWW.AVIDXCHANGE.COM/GPUG-SPRING-18

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Goingfrom to the the Next Level... gpug chairman

letter

Sherry Linares

GPUG®: Experience GP 2018 with Your Peers

Rick Zich

pring is creeping closer, and for me, this is the time of year when I start to get back to business. The holidays are behind us, the kids are back in a groove at school, and we’re working to make those New Year’s resolutions stick. In that mindset, let me share a few things that GPUG has coming up. First, Microsoft Dynamics GP has a new version, 2018, that came out in early December. It concentrates on core application and User experience. Some of the great features introduced over the past few years are getting streamlined and more comprehensive such as Doc Attach and Workflow. In addition, the Power Suite continues to evolve and extend its capabilities. This includes the paging and filtering in OData Services, support for OData V4, and the Power BI Content Pack. One of the things that really bothered me was having to put in the system password every time I wanted to change something on a User. No more, I say! Now you will only need to do it once during any active session. This was almost as big for me as when copy and paste from Excel into journal entries was introduced. What about sorting in the transaction inquiry window? How many times have you just wanted to see orders sorted by amount or by document number or maybe only sales documents? It is here and ready for the taking. There are at least a dozen financial, distribution, and supply chain enhancements that I have not gone through that affect many of us. One of the best things about GPUG is that every person has an opportunity to say what they need, and as Members, we can help them get answers, even if that answer ultimately means Microsoft adding a new feature to answer the need. GPUG is all about keeping you on the right track with Microsoft Dynamics GP. This not only includes training on existing products, but also ensuring you are informed on the latest things. Your regional chapters are great opportunities to ask your peers about their experiences on the new version. Reaching out in the Open Forum to ask community Members about their upgrade or attending the fast-approaching GPUG Amplify are excellent ways to share and learn. This is the second GPUG Amplify, and we are improving on every aspect of the event. Here you will network with fellow Users who may face the same issues as you. With the new 2018 version out, this may be a perfect time for decision-makers to exchange info on how best to maximize the investment that is already sitting in their Microsoft Dynamics GP system(s). GPUG is a success because of Members like you. I am privileged to represent such a diverse group of people, and I welcome your input. I look forward to seeing you at the national events or possibly at your local ones as well. In-between GPUG Amplify and GPUG Summit, make sure to take advantage of those great conversations in the forums, SIGS, and webinars. Make this year your best year ever! Regards,

Rick Zich Chairman, GPUG

H1 2018 | 5

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

letter

Sherry Linares

Off to a Great Start

Bob McAdam

appy New Year to everyone in the #GPUGNation; I hope your year is off to a productive and prosperous start! I’m pleased to begin the year with new, promising Microsoft Dynamics GP 2018 code availability combined with great momentum from our gathering in Nashville a few months back, all while preparing for our first event of the year, GPUG® Amplify in Chicago. With annual releases now coming from Microsoft in the fourth quarter of each calendar year, this time of year is really the best time to become acquainted with the latest code offerings and newest functionality. As promised, Microsoft Dynamics GP 2018 made its debut on December 1. New code arrives annually now, and with mainstream support for Microsoft Dynamics GP 2013 ending in April, the time to begin planning your system upgrade to a more-recent version is here. Functionality that was originally deployed a few years ago, such as Workflow, Document Attach, and SmartList Designer, continues to see improvements, so if you’re utilizing any of these “big rocks”, as my friends at Microsoft refer to them, you need to look at the nice additions these areas have seen. Additionally, lots of other wonderful, community-inspired enhancements have been added with each new release, so get your Partner on the phone and make a plan – pronto – to upgrade your favorite ERP system! GPUG will invade the Windy City just after the St. Patrick’s Day celebrations there are concluded (but while the Chicago river is still green; see https://www.youtube.com/ watch?26=&v=PvU40piXOts) with our third annual GPUG Amplify (www.gpugamplify.com) on March 20-21. This is our more intimate, Microsoft Dynamics GP-only, decision-maker event, and it includes our Partner Exchange Day for Microsoft Dynamics Partners on March 19. Partners in the sales and marketing disciplines who support any of the Microsoft Dynamics applications are welcome to join us for Partner Exchange Day for a full day of learning and networking with one another (note this is not an end User event). The following morning we kick off our two-day GPUG Amplify conference for end Users and Partners alike. Visit the event website at www.gpugamplify.com for more information and to review the agenda. Personally, I’m rather bullish on 2018, and I hope you are, too. My diligent colleagues on #TeamGPUG here at Dynamic Communities are working hard to meet and exceed your expectations within your User group, so feel free to reach out to any of us at any time. With webinars and chapter meetings appearing all over the GPUG calendar this year, plus an online community that is busy each and every day, the activities and resources we offer are there to keep our membership well-informed and engaged. Here’s to a great 2018!

Sincerely,

Bob McAdam GPUG General Manager

H1 2018 | 7

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G G G U U P P G G UG U PU P GP G G G G U U P P G G G G UG UG PU PU GP G G G G U PU P GP G G G G UG U P P G G G G UG UG PU PU GP GP G G G G U PU P GP G G G G UG U PU P G G G G UG UG P G PU GP G G G G UG UG PU PU GP GP G G G UG UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G P P G G U U P P U G G G G U U P P G G G G UG U PU P G G G G U G UG PU PU P GP G G G G U U P P G G G G UG U PU P G G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G G P P G U G G P G U G U PU P G U G G P U U G G G G P P U U G G G PU P G PU P G G U U P P G G G UG U PU P GP G U G G P G U U G G G P U U G G G G G G G P G P U G G G P U U G G PU GP G G G U PU P GP G G G G U U P P G G G G UG UG PU PU GP G G G U PU P GP G G G G U U P P G G G G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP G U G U G G G P P U G U G G P G U G G G P U U G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU U G U G G G P P G G G G U U P P G G G U U G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU U G U G G G P P U G G P U G G G P U U G G G P P G U U G G P PU GP G G G G UG UG PU PU GP GP G G G G U PU P GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G U U P GP G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG U U G U G G G P P G G U U P P G G G U U G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G U G U G PU P G PU P G U G G P U G G G P U G G P G U G U U P P G G P U G U G G G G G PU GP G G G U PU P GP G G G G U U P P G G G G UG UG PU PU GP G G G U PU P GP G G G G U G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G U G U G G G P P U G G P U G G G P U U G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G UG G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G U G U G G G P P G G U U P P G G G U U G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU U G U G G G P P U G G P U G G G P U G G P G U G G PU GP G G G G UG UG PU PU GP GP G G G G U PU P P G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU U G U G G G P P G G U U P P G G G U G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG U G U G PU P G PU P G U G G P U G G G P U G P G U G G P U G U G G G G G PU GP G G G U PU P GP G G G G U U P P G G G G UG UG PU PU GP G G G U PU P G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G U U G U G G G P P G G U U P P G G G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G U G U G G P P G G U U P P G G G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG P G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G U G U G G P P U G G P U G G G P U G P G U G G PU GP G G G G UG UG PU PU GP GP G G G G U PU P P G G G G UG UG PU PU GP G G G G UG G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP G U G U G G P U G G P U G G G P U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU G U G G PU P G U G G G P U G G P U G P G U G G P U G G G G PU GP G G G U PU P GP G G G G U U P P G G G G UG UG PU PU GP G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU U G G G P U G G P U G G G P U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G U U G G P G G U U P P G G G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G U G G P G G U U P P G G U G P G U G PU GP G G G G UG UG PU PU GP GP G G G G U PU P GP G G G G UG UG P G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G U G G P G G U U P P G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G U G G P G G U U G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G G G U U P P G G G G U U P P G G U P G P G

events

sessions meetings courses

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

GPUG Summit 2018

October 15-18 | Phoenix, Arizona

www.gpugsummit.com

Chapter Meetings

March 21 Boston, Massachusetts March 28 New York City March 28 Green Bay, Wisconsin March 28 Tampa Bay, Florida March 30 Hartford, Connecticut April 6 Chicago, Illinois May 15 Fort Lauderdale/Miami Florida May 15 Philadelphia, Pennsylvania May 16 Montreal, Canada May 16 Orlando, Florida May 17 Boise, Idaho May 18 Nashville, Tennessee May 23 Charleston, South Carolina May 24 Denver, Colorado June 13 Charlotte, North Carolina

8 | GPUG Magazine

Webinars

March 21 Elevate Your Career in 2018: High Performance Teambuilding

March 22 Best of World Tour: Experience Your Data, Any Data, Anyway, Anywhere

March 27 Financial Mania SIG: Project Accounting – Setup and GL Processing

March 28 Microsoft Forecaster – Report Creation and Budget Analysis

March 28 Elevate Your Career in 2018: Persuasive Writing March 28 HR/PR SIG: New to Human Resources/Payroll? What

April April April April

is Important for an Employee Setup?

3 New to GP: Setting up EFT for Payables and Sales 11 Partner Engagement 11 How to Budget and Pay for ERP Solutions 13 R&B Friday’s – Financial Reporting and Budgeting Open

Discussion with the Experts

April 13 New Hire Quick Start – Get a Jumpstart on Microsoft

Reporting and Budgeting Tools

April 17 Financial Mania SIG: Efficient Month-End

Documentation = Efficient YE Audit

April 17 How to Create More Capacity Without Adding More

People

April 18 SmartList Tips and Tricks – A Timesaving Miracle! April 18 Report Security and Distribution in Management Reporter May 15 Financial Mania SIG: Walk the Line with Johnny

“Cashbook and June Credit-Carder”

June 13 Partner Engagement

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

Tailored Training. Expert Exchanges. Join your peers and Microsoft for the only conference dedicated to technical learning and educational opportunities for Microsoft DynamicsÂŽ GP Partners.

Consultants Developers IT Professionals

The Latest Dynamics GP Developments

Dedicated Networking Opportunities

Save the Date: August 20-24, 2018 Microsoft Campus | Fargo, ND www.gptechconf.com

Get Social: #GPTechConf

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UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG G PU P G P G G U U P P G G U G P G G G G U G U PU P G G G G U U P P G G G G U U P P G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G UG UG G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU GP GP G G U G PU GP G G UG U PU P GP G G G G U U P P G G G G UG UG PU PU GP G G G G G U G G U PU P GP G G G G U U P P G G G G UG UG PU PU GP GP G G G G U PU P P G G G G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU G P G G U PU P P G G G G U U P P G G G G UG UG PU PU GP GP G G G G U U P P G G G G G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G U G G G PU GP G G UG U PU P GP G G G G U U P P G G G G UG UG PU PU GP G G UG U PU P GP G G G U PU P GP G G G G U U P P G G G 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PU GP GP G G G G UG UG PU PU GP GP G G U G G P G G U U P G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP U G G P G U G P G U G G G G U U P U G G PU GP G G UG PU PU GP GP G G G G U U P P G G G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP U G G P G G U G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU U G G P G G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG P U G G P G U G P PU GP G G G G UG UG PU PU GP GP G G G G UG U PU GP GP G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG U G G P G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G U G G P G G G U U P U G G PU GP G G UG PU PU GP GP G G G G U G G UG PU PU GP GP G G G G UG UG PU PU GP GP G U G G P G U G PU GP G G G G UG UG PU PU GP GP G G G G UG G UG PU PU GP GP G G G G UG UG PU PU GP U G PU P G G G G U U G G G G PU GP G G G U PU P P G G G G UG PU PU GP GP G G G G UG UG PU PU U G G P G G PU GP G G G G UG UG PU PU GP GP G G UG PU PU GP GP G G G G UG UG P U G G P G P GP G G G G UG UG PU PU GP GP

members welcome to our new members

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

New GPUG User Members

Access Nursing Services Afilias AKITA Drilling Ltd. American Association for Respiratory Care American Gas Association AMIA Arnott Inc. Atlantic Recycling Group, LLC Augusta University Author Solutions LLC AWL AxoGen, Inc. Barron Collier Partnership Beekley Corporation Bodybuilding.com Burke Cahoon Farms Inc CampusParc Management Inc. Carolina Neurosurgery & Spine Associates Carstens CBMC, Inc. City of Pewaukee City of Waconia Clearstream Services Computex Technology Solutions

BDO Canada LLP Columbus AsiaPac Columbus EMEA Compass Technologies DynDeveloper.com eBECS Americas eBECS AsiaPac eBECS EMEA

10 | GPUG Magazine

Dean Transportation Dental Marketing & Management Group Development Corporation for Israel E.D. Marshall, Inc. E470 Public Highway Authority Environmental Pest Service Ewing Marion Kauffman Foundation Family Service Rochester Faribault Mills Forum Communications Company Goodwill Industries of Central Illinois Grand Canyon Association Great American Restaurants Hacienda Inc Hancock Natural Resource Group HandStands Products Harris County Emergency Corps Hattiesburg Clinic P.A. Hays Iowa State Association of Counties J. F Maddox Foundation Jet Edge Inc.

Episerver Episerver AsiaPac Episerver EMEA eRequester EWS Group Gnnovation, LLC. ICM Document Solutions JAT Computer Consulting, Inc.

KBI Biopharma L&S Insulation Co., Inc. Liberty Enterprises Marketing General Maxor National Pharmacy Services, LLC Mercury International Trading Corporation Muscular Dystrophy Association - IL NetGain Technologies Newfoundland and Labrador Liquor Corporation Oakville Enterprise Corporation Organization for Educational Technology and Curric Packaging Distribution Services, Inc. Phillips Printing Company Pinnacle Sales, Inc. Prison Fellowship Professional Assist Corp Prosys Public Employees’ Retirement System of Nevada Salient Management Shaffer Distributing Company Shock Doctor, Inc.

Keel & Company, LLC Liaison Software Corporation Optimus Pacejet Paradigm Technology Consulting PwC Americas PwC AsiaPac

Southwest Plumbing Specialty Woodworks, Inc. Spring Valley St. John’s Well Child and Family Center Stahmanns Inc. Stauffers of Kissel Hill / SKH Management Co Stingray Digital Group Inc. SunTrust Tamwood International College Teck American Incorporated The American Registry of Radiologic Technologists The Plateau Group, Inc. The Pond Guy Tobago Regional Health Authority TRS Healthcare UGSI Solutions, Inc. Valley Community Services Board W.W. Norton & Company Webb Communications Winnipeg Building & Decorating Ltd. Winston Products

New GPUG PARTNER Members

PwC EMEA Reporting-Central SIROCo LLC TrueCommerce Vital Partners, LLC Whisper Enterprises

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MEMBER PROFILE

MEMBER Jeff Dalton

COMPANY The Spiratex Company

JOB ROLE Manufacturing Manager

MEMBER SINCE 2013

VOLUNTEER PROFILE Chapter Leader Presenter

Humans of

What book would you choose to have with you if stranded on a deserted island?

Assuming an endless supply of coconuts and bananas negate the need for a survival guide, I would choose any of The Dark Tower series by Stephen King.

Dog, cat, or neither person?

I have always had both!

What is something you learned in the last week about Microsoft Dynamics GP?

The most helpful thing I have learned about is the ability to delegate workflow tasks for out-of-office periods. This will be very helpful as our company has recently implemented Microsoft Dynamics GP Requisitions and Workflow.

What is your favorite volunteering activity in your community?

Coaching youth soccerâ&#x20AC;&#x201D;I really enjoy helping kids develop a love for the game!

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

H1 2018 | 11

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Leadership Team Highlight

OREGON (PORTLAND) CHAPTER

Brian Miller and Abra Gilman, Co-leaders

Brian Miller and Abra Gilman, co-leaders of the Oregon (Portland) Chapter, first met in the meal hall at Summit 2015 in Reno. This connection led to a mutual desire to share their knowledge and enthusiasm with other Microsoft Dynamics GP Users in their area. They teamed up to reignite the Oregon (Portland) chapter. “We’ve consistently increased our average attendance at our meetings and hope to continue that trend this year,” Brian shares. “We also hope to partner with other chapters in the region to expand the content and networking opportunities in the Pacific Northwest!” The Oregon (Portland) Chapter focuses on creating connections, offering up educational sessions, and… Jeopardy? “The best educational sessions are when we all participate. We have had several sessions where we

BRIAN’S HIGHLIGHTS

“One of the highlights of being involved with our local GPUG® chapter is making connections with folks across a variety of industries and roles. We’re all using the same software, so there is a united effort to make the most of our investment. I learn something new about Microsoft Dynamics GP at each and every chapter meeting!”

G PU GP G G G G UG UG PU PU GP G U PU P GP G G G G UG G PU GP G G G G UG UG PU PU GP GP G G U PU P GP G G G G UG U PU G PU GP G G G G UG UG PU PU GP GP G G G G PU P G U G P G G G G U G U PU P G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G PU GP G G UG U PU P GP G G G G U U P G G U PU P GP G G G G U U P P G G G G UG G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G P G G U U P P G G G G U U P P G G G G UG UG P G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU P G G PU GP G G UG U PU P GP G G G G U U P P G G G G G U PU P GP G G G G U U P P G G G G UG UG PU PU G G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G G P G U U P P G G G G UG U P P G G G G UG UG PU PU GP G G PU GP G G G G UG UG PU PU GP GP G G G UG UG PU PU GP GP G G G G UG PU P G U G P G G G G UG U PU P G G G G UG UG PU PU GP GP G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU P G U G G G G G UG U PU P G G G G UG UG PU PU GP GP G P G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G G PU GP G G UG U PU P GP G G G G U U P P G G G G UG UG PU PU G G U PU P GP G G G G UG U PU P G G G G UG UG PU PU GP GP G G G G G PU GP G G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP P G U U P P G G G G UG U PU P G G G G UG UG PU PU GP GP G G G G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G U PU P GP G G G G UG U PU P G G G G UG UG PU PU GP GP G G G G U PU G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G P PU P G G G U U P P G G U G P G G G G U G U PU P G G G G U U P P G G G G U U P G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU 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UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG U G U G G G PU GP G G UG U PU P GP G G G U PU P P G G G G U U P P G G G G UG UG PU PU GP G G G G U PU P GP G G G G U U P P G G G G UG UG PU PU GP GP G G G G U PU P GP G G G G UG U P G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G U PU P GP G G G G UG U P P G G G G UG UG PU PU GP GP G G G G U PU P GP G G G G UG U PU P G PU GP G G G G UG UG PU PU GP GP G G G UG UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G G PU P G P U G P G G G G UG U PU P G G G G UG UG PU PU GP GP G G G G U U P P G G G G UG U PU P G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G UG G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G PU GP G G UG U PU P GP G G G G U U P P G G G G UG UG PU PU GP G G UG U PU P GP G G G G U G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G U G U G PU P G G G U U P P G G G U G P G U G G P U G G G G G UG PU PU GP GP G G G G UG UG G P U G G G P G PU P G G G U U P P G G G G U U P P G G U G G P G U G U PU P G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP U G U G G G P P U G G P U G G G P U U G G P G U G G P PU GP G G G G UG UG PU PU GP GP G G G G U U P P G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU U G U G G G P P U G G P U G G G P U G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG P U G U G PU P G PU P G U G G P U G G 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GP G G G G UG UG PU PU GP G G G G UG G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP U G U G G P G G U U P P G G G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU U G G G P U G G P U G G G P U G P PU GP G G G G UG UG PU PU GP GP G G G G UG U PU GP GP G G G G UG UG PU PU GP G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU U G G P G G U U P P G G G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G U G G P G U G P G U G G G G U U P P G G P U G G PU GP G G UG PU PU GP GP G G G G U U P P G G G G UG UG PU P G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G U G G P G G U U P P G G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG G UG 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ask for examples of items to build (i.e. SmartLists in Designer), or we compete in a Jeopardy game but add slides and demos for each of the ‘answers’ in case attendees don’t know how to use the feature,” Abra explains. “But we always encourage attendees to ask LOTS of questions, and we always ask for suggestions for ‘next meeting’ content.” Every year, Abra presents a year-end closing session that encompasses multiple modules and roles. Brian adds, “We are very fortunate to have the very talented Abra Gilman as part of our chapter leadership team. Abra brings an unrivaled enthusiasm for Microsoft Dynamics GP to each and every meeting. Attendees find her year-end closing session especially helpful, and it certainly spurs a lot of discussion among the group.”

ABRA’S HIGHLIGHTS

“I love to network with our fellow attendees. The insight from different perspectives that we all bring to the conversation is so inspiring! It truly is a unique community, and I call these business associates my FRIENDS! Each time I attend a meeting or conference, it feels like a class reunion instead of a business conference! I know I can reach out to the GPUG community (my friends) with a question, problem, or product suggestion, and I get several responses in minutes! Really, just last week I asked a question to four people—and I had four answers within the hour!”

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WEBINAR

SPEED

READ Analytical Accounting Made Easy story by David Hatfield, MCT and CEO of Vital Partners, LLC, Partner Member

David Hatfield is a Dynamics Credentialed Professional and a Microsoft Certified Trainer. He has more than 20 years of experience working with Microsoft Dynamics GP, both as an internal financial systems

manager

and

consultant. To ask him questions or get assistance implementing AA, contact him at David@gp.care.

14 | GPUG Magazine

ithin the world of Microsoft Dynamics GP, there is a hidden jungle of dimensions, nodes, and trees in a place called analytical accounting. Few dare venture into this mysterious realm, and most don’t even know that it exists. I hope to clear the fog and show you a very simple strategy in which you can harness the power of analytical accounting (AA) without getting swamped within the more complex terminology. The easiest way to understand AA is to just think about it as additional segments to your general ledger (GL) account structure. Your account structure has at least one segment for the natural account number and probably a couple more to code transactions by department, line of business, or region. But what if you want to code more detail for specific transactions? For example, maybe you would like to track the cost of some special events during the year, like tradeshows or conventions. Or maybe you’d like to track revenue and costs on certain projects, but you don’t want to have to use a full-blown project accounting system. Do you have to expand your GL account structure and create new GL codes for every event or project? If you did, your GL structure would soon become very swollen and complex and make basic day-to-day coding very tedious. So, the best practice is to keep your GL account structure as simple as possible and then use AA to add what I call “virtual segments” for any other reporting needs. Here are a few other examples of how I have seen AA used: »» To track cell phone bills by employee; »» To track maintenance costs by vehicle; »» To track advertising expenses by media outlet; »» To track extraordinary expenses to be able to present “recast financials” when valuing the company for acquisition. So, how can you easily implement AA? Use this link to watch a step-by-step demonstration: https://www.gpug.com/viewdocument/ analytical-accounting-made-easy?CommunityKey=f5effb5c-19714d11-af16-0817422d8c8d&tab=librarydocuments The most important takeaway from this demonstration is that you can use the same reporting tools, such as SmartList and Management Reporter (MR), with which you already have experience, to leverage the power of AA. While there are many reporting features within AA, I have found that most companies would rather use the reporting tools they use and know instead of reinventing the wheel. Once you have activated AA for Management Reporter, MR will automatically pull in all your AA dimensions and codes. You can add AA dimensions and codes within the rows, columns, or trees, just like you already do with your existing GL segments. This shows exactly how AA is like a “virtual segment” that can be used for any financial reporting need you may have. So, open your eyes to a new world, and see how analytical accounting can give you incredible reporting flexibility. GPUG

learn

academy corner

GPUG ACADEMY 2018 TRAINING OPPORTUNITIES

GPUG® Academy had a great year of training last year and continues rolling out hot topics such as Reporting and Power BI. In 2017, Academy offered 78 classes to a total of 463 attendees, plus 40+ Pre-Conference Academy classes at GPUG Summit Nashville. In 2018, GPUG Academy is bringing back fan favorites, along with brand-new courses, boot camps, and workshops. Check out the variety of training opportunities below, and we hope to see you at an upcoming class!

Featured GPUG Academy On-Site Class T-SQL Programming I Academy Workshop

April 17 –20, 2018 | Orlando, FL | Instructor: Kerry Hataley

GPUG Academy Distance Learning Classes

GPUG Academy Power BI Classes (On-Site or Distance Learning)

»» March 26 | Power BI 4-Day Boot Camp »» April 30 | Power BI Developer 4-Day Boot Camp

GPUG Conferences and Events

»» October 15-18 | GPUG Summit Phoenix | www.gpugsummit.com »» Aug./Sept. TBD | Dynamics GP Tech Conference | www.gptechconf.com

Classes are continuously being added to the schedule, so visit www.gpug.com/academy for an updated list and descriptions.

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feature

Preparing Chart of Accounts for Your

NEXT UPGRADE story by Tamara DeStefano, Phigenics, Inc., GPUG® User Member

STEP 1

STEP 2

16 | GPUG Magazine t’s that time of year again: You’ve completed your budget, wrapped up your end-of-year activities, and are diving into your 2018 goals. If one of them is upgrading Microsoft Dynamics GP, you probably want to clean up your chart of accounts before you move forward. If you are like most organizations, the chart of accounts is ever-evolving and sometimes takes on a life of its own. In many situations, you have run out of numbers in a sequence or your numbering is out of order. While the task seems daunting, it’s quite easy given the way Microsoft Dynamics GP is structured and the Account Modifier/Changer in Professional Services Tools Library (or PSTL for short). PSTL allows us to change accounts one by one, a range of reports, or to simply import our changes. (Bonus: Starting in 2012, Microsoft started providing the PSTL for free!) Lucky for us, Microsoft Dynamics GP doesn’t store the actual GL account number with each transaction. Instead, it stores an “account index”. In short, the GL account number you enter is actually a label or description for the account index. Therefore, when we talk about changing the chart of accounts, we are not affecting the actual transactions. We are only changing the “label” for that account index. It works very similar to what you have on the vendor card, for example. You cannot change the vendor ID, but you CAN change the vendor name. The difficult part, and the part Microsoft Dynamics GP can’t help you with, is restructuring. However, once you’ve laid that out in a simple Excel spreadsheet, you are ready to go.

STEP 1

To start, I recommend pulling a very simple SmartList into Excel. The account description column isn’t needed, but it does make it easier, so I suggest adding it for now.

STEP 2

Populate the Excel template with the new account numbers.

STEP 3

Remove the Account Description column and the header row. Then save your file as a tab delimited file. The end result should be Column A with the old account number and Column B with the new account number.

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STEP 4 Take a backup of your company database and print (to file or hard copy) a copy of your trial balance. (Both actions are not required but STRONGLY recommended.) Log into Microsoft Dynamics GP as “sa” with no other Users in the database.

STEP 5 Access PSTL and check Acct Modifier/Combiner. Hit Next.

STEP 6 Select Import and Validate. STEP 5

STEP 7 Navigate to your text file and select Open.

STEP 8 Print and review the Invalid Accounts Report. You will need to correct any errors before proceeding. However, once you get a “clean” report, you are ready to move on.

STEP 9 Once the process is complete, you will get a series of windows. You will want to continue through each and review the report listing all the modified accounts. Note: When prompted to combine accounts, select Yes. It is a good idea to print the resulting report to file or hard copy for audit or historical reasons. STEP 6

STEP 10 After exiting PSTL, reconcile your years starting with the oldest historical year first and ending with the current open year (Financial > Utilities > Reconcile). That’s it! If you run a new SmartList, you will note the old account numbers are replaced with the new account numbers.

A few things to keep in mind when doing this:

»» It is ALWAYS a good idea to run this in a test company prior to doing it in your live company database.

STEP 7

STEP 8

18 | GPUG Magazine

STEP 8

STEP 9

»» Once the change is made to combine accounts, it cannot be undone later.

For example, if you currently have one account for travel expenses and one account for entertainment and have decided to combine all the historical and future transactions into one account for travel and entertainment, you cannot separate them out again in a few years. Once they are combined, there is no indicator that the transactions were originally on a different account index. »» After the change is made, you may need to modify your reporting tool (i.e. Management Reporter) to pull the new accounts. The method I have found as most efficient is to make the changes to a test company. Then rewrite the MR reports while pointing to the test company. Compare the results between the live/current reports to the revised test/modified reports for accuracy. Make the change in live and point the modified reports to the live company. »» If you are making major changes to the account structure, the account descriptions, posting type, account category, and/or typical balance may need to be updated as well. Since the PSTL tool will simply pull these fields from the original account to the new account, you will need to use another tool to make these corrections. In the past, I’ve used a macro when the number of changes is significant enough to warrant it; otherwise, manually updating them is an option as well. »» If you are looking to expand or decrease your account segments or segment length, there are some additional steps, so look online for the additional steps or contact me for recommendations. »» Before considering expanding the number of segments or the length of the segment, you will need to verify what was set as the maximum at the time Microsoft Dynamics GP was initially configured. This can be checked at Administration > Setup > Company > Account Format. In the example below, Microsoft Dynamics GP was configured at the max allowed, with a total account length of up to 66 digits and up to 10 account segments. At present, the account length is nine digits with three segments. We could, however, add up to seven more segments or expand any of our three existing segments up to six digits. Good luck and happy upgrading! GPUG Tamara DeStefano is a senior accountant at Phigenics, Inc. She can be reached at Tdestefano@phigenics.com

STEP 9

STEP 10

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t&t

TIPS & TRICKS

Five Exciting New Features in Microsoft Dynamics GP 2018 story by Mary Lenehan, Crestwood Associates, GPUG® Partner Member

e have many Crestwood clients planning to upgrade to Microsoft Dynamics GP 2018 in the first quarter of 2018. You’ll want to consider upgrading, too, especially if you are on Microsoft Dynamics GP 2013 because mainstream support ends in April of 2018. This means no more updates, including year-end and payroll. Here’s an overview of the new features, hardware requirements, and hosting alternatives for Microsoft Dynamics GP 2018.

New Features

Comprehensive Doc Attach is available on most master record windows, inquiry windows, and transaction entry windows. Find out more about this on our blog page*. User Experience Improvements »» New sort options »» Saving system passwords »» Checks are now payments »» Web client improvements with auto complete, SmartList, and Bank Reconciliation

»» Reprint distribution detail and summary reports »» Advanced Human Resources wellness and health insurance integration

Workflow Enhancements »» New workflows for GL account and purchase invoice »» Added workflow capabilities including copy step and reminder emails Optimize Financials and HRP »» Turn off garnishment reports in posting setup and additional garnishment options »» Roll down payroll setup options from setup to inactive records »» Change department code in all payroll files, including history »» Restrict inactive deduction and benefit codes in lookups 20 | GPUG Magazine

Power “Suite” Evolution »» Support paging and filtering in OData Services, support OData V4, and the awaited Microsoft Dynamics GP Power BI Content Pack is scheduled for this year!

System Requirements Client workstations will need Windows 7, 8, or 10 and Office 2013

or 2016. Lower versions of Office can still be used for exporting SmartLists, but it’s worth the time to upgrade now so you can utilize the latest Word Forms and Workflows. Crestwood can help you get on Office 365 and allow you to upgrade to the latest versions easily. For your server, you will need Windows Server 2012R2 or 2016 Essentials or Standard; make sure you are using SQL 2014 or 2016. Most clients do need to get new hardware or create a new virtual server for these upgrades. However, with cloud hosting, we can eliminate heavy upfront costs.

Hosting Options

If you are interested in alternatives to on-premise hardware, consider hosting. For the last three years, Crestwood has been a Microsoft Cloud Services Provider. We created a Crestwood Cloud in the Microsoft Azure environment where we provide a separate virtual environment for each client.

More information on Microsoft Dynamics 2018: Partners and Customers can download the product and system requirements at https://mbs.microsoft.com/customersource/

northamerica/GP/downloads/product-releases/MDGP2018_ Release_Download Check out the features on the Microsoft Dynamics GP 2018 Feature Blog Series: https://community.dynamics.com/gp/b/dynamicsgp/ archive/2017/10/25/microsoft-dynamics-gp-2018-new-featureblog-series-schedule If you are ready to upgrade to Microsoft Dynamics GP 2018, get informed: »» http s ://community.dy namic s .com/g p/b/dy namic sg p/ archive/2017/09/17/microsoft-dynamics-gp-2018-and-yearend-update-upgrade-blog-series-schedule GPUG This article was originally posted as a blog at www.crestwood. com/2018/01/11/5-exciting-new-features-microsoft-dynamicsgp-2018. *https://www.crestwood.com/2017/12/11/microsoft-dynamics-gp2018-new-doc-attach-feature/ Mary Lenehan is a client account manager at Crestwood Associates, LLC. She can be reached at Mlenehan@crestwood.com.

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Meet Your Award Winners

GPUG presented the 2017 All-Star and Chapter Leader of the Year accolades at Summit17.

All-Stars

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

2017 GPUG All-Stars

Bert Green, Berger Transfer & Storage, Inc. Steve Burney, Nissan Trading Corporation Americas Leslie Vail, Accounting Systems Consulting, Inc.

2016 GPUG All-Stars

Frank Heslin, ExamWorks, Inc. Brian Lambertz, Connexus Energy Amber Bell, Training Dynamo, LLC

2017 Chapter Awards The Chapter of the Year awards recognize chapters for not only providing quality education and training, but also a prosperous networking environment among Users, supported by a dynamic leadership team.

2017 Small-to-mid-sized Chapter of the Year

Charleston, South Carolina led by Kelly Hobart, Business Data Analyst, Mount Pleasant Waterworks

2017 Mid-to-large-sized Chapter of the Year

Green Bay, Wisconsin led by Steve Erbach, Business Analyst & MS Dynamics Platform Administrator, Information Technology, GLC Minerals, LLC

Tammy Corso, Customer Strategy Manager, Sales, Tribridge

Pamela Hall, IT Manager, Europharma, Inc.

Donna Beaumier, Director of Finance, NeighborWorks Green Bay

22 | GPUG Magazine

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We reached out to the 2017 All-Stars to find out what it means to receive this recognition…

Bert Green, All-Star

I was very honored to receive the award. I really want to thank Mama Kim and Bob McAdam in convincing me to volunteer in GPUG® more. I do enjoy it, and as much as I hate public speaking, I will say that after doing presentations the past two years at Summit, while I don’t necessarily like doing it, I have become comfortable in doing it. I look forward to continuing to be an active Member in GPUG.

Steve Burney, All-Star

When I received the GPUG All-Star award, it was one of the happiest, proudest, and career goal-setting achievements I have ever been awarded! The gratification of helping others get results for challenges that I have previously run into myself, and I still have those challenges, is rewarding in itself. A big smile comes onto my face when someone lets me know that they have achieved their goal of solving an issue they were having, and they can be there to help someone in the future. The previous GPUG All-Star award winners are most of my sources of getting results for those challenges that have occurred. They have always been there at the right time, and I look forward to helping others in the future when challenges arrive. I challenge everyone reading this to visit www.gpug.com and scroll through the Latest Discussions area and see how satisfying it is to assist someone!

Leslie Vail, All-Star

I was so surprised to hear my name read in Nashville when the GPUG All-Star Awards for 2017 were announced! I’ve been a Business Solutions MVP for several years, but this award is the first I’ve ever received that had my name right on it! I love contributing to the GPUG community – I’ve done numerous webinars, taught GPUG Academy classes, and work the Medic area at GPUG Summit every chance I get. Being named an all-star is so special because it was my own peers that cast their vote for me. It’s really unbelievable when you think about what it took to actually be selected. I will forever be amazed and proud to display my award. I’ve never been awarded such an incredible honor before, and probably never will be again. It was the last thing I expected to happen, David had to twist my arm to get me to go to the session. It’s definitely one of the best memories I will have in my life.

H1 2018 | 23

Paperless ERP for Microsoft Dynamics

t&t

TIPS & TRICKS

UPGRADES: 10 Ways to Step It Up story by Steve Burney, Nissan Trading Corporation Americas, GPUG® User Member

o, there is this seven-letter word that comes about in everybody’s Microsoft Dynamics GP system that can be the biggest challenge of the decade. The Merriam-Webster dictionary, which has been available since 1828, defines UPGRADE as (1) An upward grade or slope, (2) Increase, Rise, (3) Improvement. Another definition is “to raise (something) to a higher standard, in particular improve (equipment or machinery) by adding or replacing components”. Everyone out there who has experienced this event in their lifetime might have more adjectives to add to the words listed above. There are many steps to consider when you are planning the logistics of an upgrade to your Microsoft Dynamics GP environment. One of the best suggestions is to review the webinar recordings on www.gpug.com on the subject of upgrading your current system. So many people struggle with the big decision of whether to perform the upgrade in-house or whether to include their Partner. Since Partners perform this process more often than the User and are therefore more aware of the challenges that might occur along the way, I highly recommend including your Partner. Here are my top 10 suggestions to make your next upgrade a success: 1. Make sure you have a valid login to CustomerSource so that you can search for your company’s registration keys. 2. Determine if this will be an in-house operation or if outside resources are needed. The idea to have a second set of eyes to monitor the upgrade could be beneficial. 3. Create a test environment that has the complete separate copy of your production Microsoft Dynamics database and also a SQL instance available. Verify that the workspace on the server is sufficient for this important event. 4. Backup, backup, and backup. Remember to make a large note around your work environment to BACKUP your system

as you move through this process, not just the one time at the beginning of the process. 5. One of the large areas to include in your planning for the upgrade is to plan for all the third-party products that you have along with your Microsoft Dynamics system. The quantity of third-party products can also determine the length of your upgrade timeline. 6. A highly rated piece of advice is to consider having the GP Power Tools from Mekorma before you upgrade. There are some step-by-step instructions in the manual that will assist you with setting up the SQL Profile Tracing and make it a lot easier for your process. 7. Remember to upgrade any reports that you have on your current system if they are affected by the upgrade. These are also very important to test along the way. 8. Have someone develop a checklist so each department manager verifies that the test environment can perform everything that they currently perform. They can use this same checklist when the upgrade is done on the live environment. 9. Training the financial staff is very important since the upgrade will more than likely include features that they can utilize. 10. Make sure to log all of the successful, and challenging, tasks so that when you get to perform this again, you will have that to reference. In closing, this could be one of the most enjoyable tasks that you ever get to perform, or it could be the biggest challenge that has ever come across your desk. Do your pre-planning for the upgrade so that this process moves along more smoothly and enjoyably. GPUG Steve Burney is a Microsoft Dynamics GP administrator at Nissan Trading Corporation Americas. He can be reached at S_burney@nitco-us.com.

H1 2018 | 25

AND THE THE

feature

26 | GPUG Magazine

CLOUD, EDGE, ON-PREMISE

A Guide to Warehouse Management Solutions

story by Sean Elliott, HighJump, GPUG® Partner Member

n today’s world, a warehouse management system (WMS) is a vital piece of technology for any retailer, wholesaler, or manufacturer to grow and evolve its operation. The solution enables optimization of the supply chain, increasing margins and empowering companies to better serve Customers. Those two factors build a competitive advantage that powers a company’s lasting growth. But, with so many vendors and different deployment models to integrate with Microsoft Dynamics GP, where do you begin? Let’s analyze the cloud, edge, and on-premise WMS approaches to determine which best fits your business.

The Cloud Evolution

There’s an evolution taking place in the IT industry: The continuous and steady transition from traditionally installed software (on-premise) to a solution deployed in the cloud. In the cloud model, the WMS vendor provides web-based access to its solutions as a service, through a subscription pricing model. The WMS vendor takes IT responsibility for everything, including servers, storage, backups, system updates, applications, databases, and maintenance. This eliminates the need for Customers to buy, deploy, and manage IT infrastructure, eliminating large, upfront deployment costs and ongoing maintenance headaches. The shift of enterprise software deployed via the cloud has intensified, driven by a perfect storm of dramatically lowered cost of storage, increased processor speed, and the elimination of software being installed and supported by on-premise hardware. WMS technology for Microsoft Dynamics GP is available in a cloud delivery model from WMS providers, thereby offering a lower cost and reduced risk option. When evaluating WMS providers, it is imperative to understand the total cost of ownership (TCO) – including both direct and indirect costs – of the technology and labor associated with adopting a WMS solution. The scrutiny of new technology projects has never been higher. Building a business case to justify an investment in supply chain management technology has never been more crucial. While some see the cloud as being simply the next level of technology, the shift toward cloud computing also has tangible financial benefits. Warehouse management for Microsoft Dynamics GP, delivered via cloud technology, can have a positive financial impact on distribution logistics and internal IT spending:

Component

On-Premise

Cloud

Pricing model

Perpetual software license

Monthly subscription

Server hardware OS licenses Software licenses Maintenance fees

Customer purchases Customer purchases Customer purchases 18-22% of software cost

Included Included Included Included

IT operations

Customer purchases

Included

Operating costs

Customer purchases

Included

ROI Considerations â&#x20AC;&#x201C; More Tech for Less For most businesses, infrastructure, development, and IT management arenâ&#x20AC;&#x2122;t core competencies or differentiators. The dynamic economy compels businesses to look harder at core competencies and costs. Ask yourself: Can someone else do it for you more effectively at less cost? The cloud allows you to switch from a fixed cost capital-intensive business model to a variable cost pay-as-you-go operating expense model. By eliminating the need for approvals for a large, upfront capital investment to cover software, stepping into a cloud-based WMS solution makes it easier for many companies, especially smaller operations with less cash on hand. In typical enterprise data centers, large initial capital outlays also make ongoing upgrades in servers, operating systems, and database software prohibitively expensive. These costs remain fixed, but so does performance. The economies of scale available with a cloud solution allow cloud providers to purchase and maintain large volumes of hardware storage at low costs. In this way, the cloud decreases costs while increasing performance and functionality steadily over time. While a move away from capital expenses is undoubtedly attractive, it is a TCO analysis that makes the economic benefits of WMS in the cloud clear. H1 2018 | 27

Lower Total Cost of Ownership Performing system upgrades is one of the most dreaded IT tasks related to traditional WMS software. With WMS in the cloud, your vendor performs the routine software maintenance, including scheduled upgrades and patches. Additionally, in traditional enterprise data centers, it’s fairly common to experience capacity constraints or waste caused by spikes and troughs in demand throughout the year. You must wait while additional server hardware is ordered, shipped, and brought into operation – which can take months and cause lost business and unfulfilled orders – or you have excess capacity, meaning wasted space and expense. The cloud is elastic and scalable. You can access more power when needed, and scale back during slower periods.

Hidden Cost

Description

Internal resources

Staff required to operate and maintain on-premise software, administrative, quality assurance, end User support resources

Training cost

Training for IT and administrative Users on running, managing, and maintaining the software

Infrastructure

Server hardware, software, facilities, and data center to support WMS application

Upgrade to future functionality

Adding more features to supplement your existing solution

Devote Time to Managing Your Business – Not the IT Department Many businesses become distracted by their technology instead of focusing on strategic core business initiatives and goals. The resources required to maintain and grow an IT infrastructure to support the evolving needs of the business can be incremental. Below are the distinct differences between managing your own infrastructure versus buying a managed cloud solution:

COST ITEMS

ON-PREMISE

CLOUD

Server, network, and other hardware

Not included

Included

DB, system, and infrastructure admin

Not included

Included

Redundant internet, power, and cooling

Not included

Included

High availability

Not included

Included

Secure data center

Not included

Included

Unknown

SLA provided

Unplanned downtime expense

The Cloud Reduces the Risk Involved with Supply Chain Investment Perhaps you’re intrigued by WMS capabilities to extend the power of Microsoft Dynamics GP, but think you may be rolling the dice by putting a large capital investment on the table. Will the resulting efficiencies be great enough to make the purchase worthwhile? With cloud computing, a simplified implementation and a pay-as-you-go subscription model enable you to realize a return much more quickly than with on-premise software. 28 | GPUG Magazine

In the short-term, direct expenses are not the only factors to consider when evaluating a cloud-deployed WMS solution. Enabling the organization to grow, obtaining consistency and predictability over a multiyear horizon, benefiting from WMS vendor innovation, and eliminating non-core activities that drain IT resources are all important considerations.

The Edge – The Link Between Cloud and On-premise The “edge” is an architecture in which computing resources in the warehouse are leveraged for functions that benefit from a closer relationship between processing and action. Voice technology is an example. Processing happens on-premise on an Android or iOS device (the edge). Delay between communication with Google Assistant or Siri, and the action is eliminated. Central management and configuration of the handheld still occur in the cloud. An edge approach, therefore, enhances performance of staff ’s devices while tapping the benefits of the cloud.

Conclusion A cloud-enabled WMS has many advantages at an attractive price. Cloud computing isn’t just about data center technology; it’s about streamlining processes to make organizations and people more strategic, responsive to change, and focused on their core business. When comparing the costs of onpremise WMS and WMS in the cloud, it is important to accurately assess the true costs of all options. Take a long-term view of the supply chain application footprint and understand how best to position yourself for growth. GPUG Sean Elliott serves as chief technology officer for HighJump. A 15-year technology veteran, Sean has been the principal architect of the HighJump One platform and the technological convergence strategy at HighJump. Sean joined HighJump in 2014 with the merger of HighJump and Accellos, a global supply chain execution software provider. He can be reached at Sean.elliott@highjump.com.

Credit Card/ ACH Processing

Integrated Online Bill Pay

Integrated eCommerce

Gateway & Merchant Services

Secure Cloud Payments

H1 2018 | 29

You see inventory. We see opportunity. A complete front-end order entry, purchasing, sales, and inventory management solution, SalesPad fully integrates with Microsoft Dynamics GP. Take your business to the next level with minimized clicks, seamless order entry, and full visibility into sales and inventory. “We’ve been on SalesPad for seven years now, and I can’t imagine not having it. You can’t have GP without SalesPad. The two go hand in hand.” — Jason Jasperson, National Band Saw

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L VO UN

Derek Krebs | Senior Consultant | MSX Group

TE ER

ER RN CO

Who do you follow on social media right now and why? Family and friends on Facebook to stay connected with the ones I adore.

What is on your desk? Not much, mainly a laptop in my home office since I’m working onsite with clients most of the time. What are your goals for 2018? Help Users and companies maximize their knowledge and use of financial reporting and budgeting software including MSX Prospero, the Microsoft stack, and other third-party solutions. What do you do when you’re not at work? Since I spend so much time indoors on the computer, I love getting outdoors doing various sports and recreation.

N U L

E TE

R E N R CO

What is the best advice you’ve ever received? “Measure twice and cut once” from a carpenter’s sage advice for work and personal planning. Favorite volunteer activity: Presenting at webinars and trade shows to exchange tips, tricks, and best practices with Users. I learn a lot, too!

H1 2018 | 31

L VO UN

Noah Moseley | Chief Financial Officer | MSX Group

TE ER

ER RN CO

Who do you follow on social media right now and why? On Twitter, I follow Elon Musk and Bob McAdam, two of the coolest cats I know. On Facebook, I follow close friends and family so I can keep track of who is talking to whom and who is not. What is on your desk? Laptop, second monitor, lots of paperwork, password sticky notes, and Kevin the Minion. What are your goals for 2018? Get ready for retirement! I’m only 45, but every year seems to fly by faster. That means I have to really apply myself this year in personal health (eat better, exercise more), family (stay in touch and help them reach their goals), and business (provide stellar software support and training for Management Reporter, Forecaster, FRx, and our new replacement for these products, Prospero).

N U L

E E T

R E N R CO

What do you do when you’re not at work? Paint, sail, and travel; all of these are really therapeutic. I paint acrylic on canvas and have, amazingly, even sold a few at our local gallery. I love any opportunity to get on the water, but sailing is my favorite way. I travel a great deal for work, but more enjoyably, I take an overseas trip with family once a year. Italy has become my favorite destination lately, and I hope to visit again this winter.

32 | GPUG Magazine

What is the best advice you’ve ever received? My computer science teacher in high school told me to take typing as one of my elective classes. It was the best advice ever since I’m on a keyboard pretty much every day.

Your people. Our priority. Comprehensive Payroll and HR Solutions for Microsoft DynamicsÂŽ GP

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User Member Showcase

COMPANY International Pacific Halibut Commission

INTERVIEWEE Michael Larsen, Administrative Officer

HEADQUARTERS Seattle, Washington

NUMBER OF USERS Five active Users and 12 that leverage Microsoft Dynamics GP reports

CURRENT MICROSOFT DYNAMICS GP VERSION Microsoft Dynamics GP 2015 R2

WEBSITE www.iphc.int

34 | GPUG Magazine

The Big Catch:

Microsoft Dynamics GP

nternational Pacific Halibut Commission (IPHC) was created as a result of a treaty between the U.S. and Canada back in 1923 with the purpose of providing research and stock management for Pacific halibut. IPHC provides advice on rules and regulations, season start and end dates, fishing quotas, stock assessments, harvesting, and more to ensure the longevity of this valuable resource. Michael Larsen is the administrative officer at IPHC and a User of Microsoft Dynamics GP since 2015. IPHC has a staff of 30 people, adds another 10 people as “port samplers” during the commercial halibut season (March to November) to collect commercial fisheries data, and another 30 people every May through September while they conduct stock assessment surveys. They charter commercial vessels to fish from northern California up to the Bering Sea during this assessment. IPHC manages 1,500 stations along the North Pacific continental shelf located in 27 different regions, each its own cost center in Microsoft Dynamics GP. IPHC uses Microsoft Dynamics GP and the Analytical Accounting (AA) module to track the cost centers they manage during these yearly surveys. “Microsoft Dynamics GP gives us a better idea of the income and costs associated with each region during the surveys,” Michael explains. “To

support the project, we are allowed to sell fish to offset the cost of the research, and Microsoft Dynamics GP also tracks and manages that sales data.” One of Michael’s favorite features in Microsoft Dynamics GP is using the AA aliases feature to map out all of their AA accounts. IPHC has multiple AA dimensions to track, such as survey regions, ports, grants and research projects, and subprojects. These dimensions are used to track both related income and expenses. Michael has assigned an alias to each of the regions, ports, or research projects to ensure Users don’t type in the wrong code accidentally. “Once a User types in the alias, it auto-fills the correct dimensions. It streamlines the entry process while avoiding manual error, to an extent,” Michael explains. Michael has integrated a few key third-party applications to streamline payroll and credit card processing. BambooHR manages IPHC’s hiring, on- and off-boarding, and employee records and is integrated into Microsoft Dynamics GP payroll using SmartConnect by eOne Solutions. SAP Concur Expense is also integrated to streamline employee expense claims and company credit card processing. “The key advantages of switching over to Microsoft Dynamics GP have been the ability to integrate different solutions so that we can pull in the right data,” Michael shares. “We also have

“Microsoft Dynamics GP gives us a better idea of the income and costs associated with each region during the surveys.” custom-built software that manages all the survey operations. Although it doesn’t currently integrate, we can now pull data out of there and import it into Microsoft Dynamics GP for a better view. This is something we couldn’t do before.” As the company’s financial manager, Michael is in Microsoft Dynamics GP all the time, keeping things running smoothly, importing and exporting data, and setting up custom reports for IPHC’s managers. He is currently focused on a Power BI project to help their line managers see the right data for doing their jobs. IPHC has avoided an upgrade for two and a half years, but the new features in Microsoft Dynamics GP 2018—including the ability to import AA aliases without any issues—are a big draw for the organization. Michael plans to complete the upgrade in Q2 of 2018, and when asked how they will administer the project, he says, “very carefully.” They are already working with their Partner to see how their custom software and third-party add-ons will function in Microsoft Dynamics GP 2018 and are in the process of upgrading their backend server. Michael is involved in the GPUG® community and really enjoys learning the different ways people use Microsoft Dynamics GP. “There are always going to be features in Microsoft Dynamics GP you simply haven’t explored, but when you sit down and listen to what others are doing and how it applies to your own processes, it can really spark some great ideas,” Michael concludes. One such conversation led Michael to SmartConnect, which has helped him integrate data in a way he hadn’t thought of before. GPUG

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feature

36 | GPUG Magazine

story by Amanda Mendoza, DATABASICS, GPUG® Partner Member

he latest update to Microsoft Dynamics GP, released in December and affectionately called GP2018, looks promising. Highlights of the upgrade were described at GPUG Amplify in March 2017: »» Optimized Financials/HRP »» Comprehensive Doc Attach »» Power “Suite” Evolution »» Improved User Experience »» Workflow 3.0 As a timesheet and expense report software provider, what stands out to us is the emphasis on the User experience. Because we build software used by nearly a million employees in more than 120 countries, we understand the challenge of designing and building software to meet the needs of a diverse set of Users and stakeholders. That’s where DATABASICS and Microsoft Dynamics GP have a major challenge in common: The software needs to not only satisfy the needs of the administrators in charge of keeping the system running, but also the everyday average User who just wants to get their job done. DATABASICS answers this challenge with award-winning Customer support. Microsoft Dynamics GP answers that challenge in the upgrade announcement: This upgrade was largely (50 percent or more) made up of changes/upgrades due to suggestions from real Users. Like Microsoft, we’ve also found that the best ideas come from the real people who use the software every day. Many of our own upgrades are answers to questions posed by our Users. They ask, “Can you do x?”, and we reply by making “x” happen. The same is true of the GP2018 upgrade. And the proof is in the pudding, as they say. Microsoft has a whole website dedicated to accepting and following up on suggestions at https://connect.microsoft.com/. The Microsoft Dynamics GP Feedback Center contains suggestions posted both recently and from as far back as 2010. A June 2016 suggestion, for example, suggested making it possible to “Open more than one window at a time in GP2016 Web Client”, and the suggestion was thereafter marked resolved. And that feature is in the Microsoft Dynamics GP 2018 upgrade. If you’d like to see Microsoft’s database of Microsoft Dynamics GP suggestions and resolutions (or contribute one yourself ), be sure to log in to the community at https://connect.microsoft.com/ dynamicssuggestions/Feedback. The list of suggestions and resolutions is quite the feat. We know that it must be a major source of employee time and effort to operate this list as a vehicle for communication. However, this is also a testament to the emphasis on the User experience. If you’d like to learn more about our thoughts on the User experience and Customer service, we invite you to check out our blog “The Future of Customer Service” (http://blog.data-basics.com/the-future-ofcustomer-service). In the end, Customer service is about building support into the product (by providing an outlet or service for Customers to not only reach you, but to also solve their problems) and do the real work of listening. We’ll be listening for you on Twitter (@DATABASICSinc) if you’d like to talk more about #CustomerService, #CX (the Customer experience), or #AskMeWhyGpug. GPUG

H1 2018 | 37

GPUG ON SOCIAL GPUG ON SOCIAL GPUG ON SOCIAL

2018

#LunchTimePhoto social media challenge

story by Kristen Hosman, Briware Solutions, GPUG® Partner Member

hile attending GPUG Summit 2017 in Nashville, I realized some of the benefits of using Twitter. I quickly got on the bandwagon once I realized how strong the Microsoft Dynamics GP community is on Twitter. There’s so much information and comradery happening daily! While I am told that social media can be addicting, I am finding that the benefits of using it can be so powerful. When I started posting photos of local scenery while I was at lunch, Steve Endow from Precipio Services started noticing, along with others. It became fun to post pictures of streams or mountains along the way to lunch. Recently Steve commented that I need to “demand mountain stream-side remote access” so I could work outdoors and continue posting pictures. Rod O’Connor, owner of Briware Solutions, then commented, “Stream-side access seems a reasonable request. Maybe make that a New Year’s resolution?” And suddenly the 2018 #LunchTimePhoto Social Media Challenge was born!

38 | GPUG Magazine

I took a quick poll (on Twitter, of course!), and it seems that 26 percent of GPUG Members who responded don’t leave the office at least once a week during lunch. And 34 percent claimed that they don’t even know what a lunch break is! Steve and I would like to change those statistics. The challenge is simple: Once a week throughout the year, post a photo at lunchtime on social media (LinkedIn, Twitter, etc.). You’re encouraged to post a photo while out of the office. Use the following hashtags so you can encourage other GPUG Members to join along as well: #LunchTimePhoto #GPUG Throughout the year, I’ll keep you posted on how you—the GPUG community—are doing with the challenge by posting a monthly blog to the Member Blogs section of the GPUG website. Interested in seeing all the fun posts so far? Just jump on Twitter and search the two hashtags #LunchTimePhoto and #GPUG and sort by Latest. GPUG

Kristen Hosman is an ERP consultant at Briware Solutions. She can be reached at Kristenhosman@gmail.com or on Twitter: @Kristenhosman

Join the challenge alongside your other GPUG community Members… @AbraLynne @Briware_Rod @Dennen_Dardis @steveendow @TimWappat @OwlyRecords @dsgersten @4mcadam @jon_rivers @HaddecsHadden @jenkuntzGP @tonyaan_tonya @KristenHosman @B_vanReenen @MarghetHager @DarinVialpando @GinnyLebeck @kelseyann68

H1 2018 | 39

t&t

TIPS & TRICKS

Three Timesaving Features in Microsoft Dynamics GP 2018 story by Kristen Hosman, Briware Solutions, GPUGÂŽ Partner Member

SmartList Favorite Password Protection You can now have a unique password per SmartList to prevent any modifications that other Users may try to make.

40 | GPUG Magazine

Additional Sorts Added to Customer/ Vendor Inquiry Windows Additional sorts were added to the following windows: »» Receivables Transaction Inquiry by Customer »» Receivables Transaction Inquiry by Document »» Payables Transaction Inquiry by Vendor »» Payables Transaction Inquiry by Document

One Payment Per Vendor/Invoice Setting on Vendor Card You can now decide on a per vendor basis if one payment should be produced per vendor or invoice. GPUG Kristen Hosman is an ERP consultant at Briware Solutions. She can be reached at Kristenhosman@gmail.com or on Twitter: @Kristenhosman.

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www.SierraWS.com H1 2018 | 41

Partner Showcase

COMPANY Encore Business Solutions

INTERVIEWEE Ken Chartrand, COO

PHONE 888-898-4330

EMAIL Ken.chartrand@ encorebusiness.com

WEBSITE www.encorebusiness.com

HEADQUARTERS Winnipeg, Manitoba

LOCATIONS Calgary, AB Portland, OR Seattle, WA Vancouver, BC Winnipeg, MB

42 | GPUG Magazine

ncore Business Solutions has been committed to helping organizations drive business efficiency with innovative and modern business management solutions since 1990. Encore Business Solutions sells, implements, services, and supports Microsoft Dynamics ERP and CRM as well as business intelligence and cloud transformation solutions to mid-size and expanding enterprises as a value added reseller (VAR). As a Microsoft authorized independent software vendor (ISV), Encore develops and supports flexible and scalable software products that seamlessly integrate with Microsoft Dynamics. Encore was one of the first 100 Partners to sign on with Great Plains Software in the early years and started their Microsoft Dynamics journey with Great Plains. Over the years, they have added the entire Microsoft Dynamics product suite to their offerings – Microsoft Dynamics AX, GP, NAV, Power BI, Office 365, and Dynamics 365. By starting as a VAR and evolving to an ISV in the marketplace, Encore has seen many transitions in software solutions over the years. For Encore, the goal has always been Customer satisfaction and keeping their Customers coming back for more. By creating offerings that align with the Microsoft strategy and understanding the sheer volume of software solutions in the market today, Encore continues to provide direction and support to their Customers every day.

GPUG®: Tell us about your solutions: What pain points do you solve for Microsoft Dynamics GP Users? Ken Chartrand (KC): Most of our products are horizontal because we pride ourselves in filling gaps. As products become more focused on a subscription model, we provide an enhanced solution that helps from a recurring billing standpoint. Not only can we provide your Microsoft Dynamics GP in the cloud, but we can also provide the laptop to support that installation. We call this Surface as a Service. With this service, we can install Microsoft Dynamics GP in the cloud, Dynamics 365 for Sales, and Office 365, along with enhanced security. We strive to provide a one-stop shop and add to their inhouse expertise to Customers, giving them the full Encore experience. We want to help people with their digital transformation and take them along that journey. It can be a big transition moving Microsoft Dynamics GP or other parts of a Customer’s business into the cloud, so we want to help Customers take that next step. There have been many changes in the way Customers view solutions over the years. What once was considered an offering is now a solution, and products can be a service. We are focused on enhancing our Customers’ experience.

GPUG: What value do you provide to your Partners? KC: Because we are a VAR, we understand Partner pains. We share what we have learned

“Express Information Systems has been an Encore Business Solutions software reseller for 29 years. We have grown to trust and rely on the functionality and features that the Encore suite of products brings to our Microsoft Dynamics Customers. Express Information Systems truly values our partnership with Encore Business Solutions because their support to us is phenomenal, they are easy to do business with, and their solutions improve and extend the capabilities of Microsoft Dynamics GP for our Customers so they are happy.” Rana Camargo, Sales Director, Express Information Systems

with our product team to make things better. We have always had great relationships with Partners across all geographies. We want to support Partners to do what is best for Customers, and since we have been at this for so long, we have a reputation as a Partner who people know and trust. We have a good working relationship with many Partners. Because of these relationships, the goal is to work through a Partner. Creating good reputations and a reputation of value is the key. Microsoft Dynamics GP Users want to know who they are working with, and as the channel and industry have evolved, knowing who you are working with has not changed over the years.

GPUG: Tell us a little about your company culture. KC: We have a company of about 140 people who are a combination of people who are attached to the office and people who work remotely. We are not committed to a physical location, but we look for people who have the right skills, passion, and talent to be part of our team. We like to use the flexibility of technology to get together over Skype, and taking a page from the old Great Plains days, celebrate Friday 4:01s. It’s a great way to take some time and share successes, chat through problems, talk product releases, etc., and stay social and productive. It’s a great way to connect and add a social element to remote people. Everyone loves it!

GPUG: What kind of advice do you have for someone doing an upgrade in 2018? KC: One of the first things I would ask is, “what do the next two to three years look like for your organization?” Knowing how you can enhance with Microsoft Dynamics GP is the next step. You want to have as seamless an experience with your Microsoft products as possible. Customers should not only be thinking about their upgrade of Microsoft Dynamics GP, but also all of their Microsoft products. It is important to take a look at the broader journey including any thoughts of moving to the cloud. Prior to an upgrade is the perfect time to consider all options.

GPUG: What do you love most about the GPUG community, and how do you get involved? KC: We love GPUG! We love the community and always have. It’s a place where we can be connected and share with other Partners. There is a good relationship out there in the Partner channel, and GPUG success has a lot to do with this. GPUG is a safe space to share, and regardless of events, chapters, training, or other opportunities, it helps to mature Microsoft Dynamics GP Users and Partners. We have a common goal to help our Customers run their businesses better, and GPUG is a big part of that. GPUG

H1 2018 | 43

PUG is a NEW User Group for Power BI. For more information, visit www.pbiusergroup.com

Becoming a

Data Wrangler: Steps to Passing the Power BI Exam story by Phillip Guglielmi, Velosio, PUG Partner Member

ur data-driven world has become a living, breathing organism, and we will need to command the tools that deliver the data lest we be subjugated to their calculations. This article will aim to answer the call of how to become a data wrangler starting with certification in the Microsoft Business Intelligence (BI) stack, and in particular, the 70-778 Business Intelligence Certification exam. We live in a pivotal time where data is disrupting the execution of strategic business and operational decisions, redefining the way business visions and outcomes are identified, analyzed, and achieved. It is for this reason that we, as business intelligence professionals, have a duty to build a holistic view of the organizational business and IT infrastructure. We are charged with presenting business and IT leaders with data and platforms that achieve target business outcomes and capitalize on relevant business disruptions. Our success in this rapidly evolving data ecosystem relies on having a keen understanding of the BI tools and platforms that are the most efficient and effective at delivering data insights. You can no longer sit idly by waiting for another release of a product to begin learning about its costs and benefits. To stay ahead of the data explosion and not become substandard at our jobs, we must submit that the only way of staying relevant is to get certified in the data tools that are delivering pertinent insights. Now, we are ready to embark on the journey to becoming a certified BI professional, and the journey begins with taking the 70-778 Business Intelligence Certification exam. The goal is to solidify our understanding of what it means to have data anywhere, any time. You are among the proud group of individuals who are currently managing data in the organizational environment, or you are seeking to hone the skills necessary to call yourself a data wrangler. Passing the 70-778 Analyzing and Visualizing Data in Power BI exam is the key to delivering on those.

44 | GPUG Magazine

Who should take this exam? »» Candidates may include BI professionals, data analysts, and other roles responsible for creating reports by using Power BI.

»» Candidates for this exam should have a good understanding of how to use Power BI to perform data analysis.

»» Candidates should be proficient in connecting to data sources and performing data

transformations, modeling and visualizing data by using Microsoft Power BI Desktop, and configuring dashboards by using the Power BI service. »» Candidates should also be proficient in implementing direct connectivity to Microsoft SQL Azure and SQL Server Analysis Services (SSAS) and implementing data analysis in Microsoft Excel.

What tracks are available to become a MCSA? Simplified Tracks »» Requires passing two exams »» Only one more exam to reach MCSE (Microsoft Certified Solutions Expert) »» MCSA certification is required to become an MCSE How does the Power BI exam fit into these paths? Power BI falls into the Data Management & Analytics path under the MCSA BI Reporting. The MCSA BI reporting covers two of the certifications, 70-778, Analyzing and Visualizing Data with Microsoft Power BI, and 70-779, Analyzing and Visualizing Data with Microsoft Excel. Candidates should have the ability to use Excel and Power BI to design, develop, and deploy solutions using Power Pivot, Power Query, Power BI, and Power Map. Chuck Sterling likes to refer to these as the Power * lineup. I encourage anyone to take the tests as they are meant to be attempted. They are meant for individuals like all of you who are at their core are data enthusiasts.

Below is a visual of the paths available:

Exam basics: »» Forty to 60 questions »» One to three hours to complete the exam »» Can review questions (for most question types) »» Can include up to 20 different types of questions »» 700 is passing 700 <> 70% NOTE: 700 does not always represent 70 percent. Similar to most exams of its type, it is a normalized score, and it is on an exam-byexam basis.

H1 2018 | 45

Scheduling the exam: »» Can be taken online or at a registered exam location »» Schedule the exam via the Microsoft website; note that you will be redirected to the Pearson site to schedule »» Online proctored exams are available for those interested Online proctored (OP) exam delivery allows you to take an exam in the comfort of your home or office while being monitored by a proctor via webcam and microphone. If you are new to Power BI or do not have much experience with the Power BI ecosystem, I recommend starting with these helpful self-paced learning options. These will provide an introduction to Power BI and are self-paced or free training resources. Preparation options: Below is a summary of Microsoft’s course 20778A: Analyzing Data with Power BI. Additional self-paced or free training courses currently available include: Graphic taken from Microsoft Learning site: https://www.microsoft.com/en-us/learning/course.aspx?cid=20778 EdX.com, lead by the guru of Power BI, Will Thompson, Lynda.com, and Pragmatic Works. A favorite among community Members is PUG Academy to gain a deeper Power BI training as a developer, administrator, or business analyst that cannot be learned in a webinar or YouTube video. Look at their hybrid academy courses that can be taken onsite or virtually from the comfort of your own desk. The skills measured in the Power BI certification are broken down into three topics with each topic including three to four size subtopics. Each subtopic has a description, which can be found here: www. microsoft.com/en-us/learning/exam-70-778.aspx I hope you find this article useful in preparing for and passing the exam. Becoming a data wrangler requires an agile learning mentality as the Power BI ecosystem is changing very, very quickly. Therefore, when preparing for the 70-778 exam, use the materials and make sure to review the certification exam page for the official list of skills measured on the exam. Please feel free to reach out to me with preparation questions, and let us know how you do on the exam. PUG Phillip Guglielmi is a senior solutions and business intelligence architect with excellent technical understanding of key areas of enterprise operations and the technologies transforming them. He is a highly collaborative leader with expertise in the finance and technology spaces where he combines strategic and analytical insights to deliver solutions that support the most efficient and secure IT environment meeting a company’s business needs. He has extensive experience and deep understanding of the interface between business and IT with advanced technical skills in cloud-based and on-premise applications such as Microsoft Dynamics (D365 for Operations and Finance, AX, CRM, NAV, SL, GP), Power BI, Power Pivot, Power Query, PowerApps, Flow, Excel, SQL, SSAS, SSIS, and SSRS. He can be reached at Pguglielmi@velosio.com.

46 | GPUG Magazine

The Power Behind

PUG

story by Rose Spitzer, PUG General Manager, Dynamic Communities

he idea for the Power BI User Group (PUG) grew from the vision of a few Microsoft Dynamics Users looking to connect with other Power BI Users and learn firsthand the best way to leverage this new software. Now with almost 40,000 Members and 175 local User groups, PUG has established itself as the go-to for education and networking for Power BI Users around the world.

Leader Highlight Brent Lightsey OKLAHOMA

In its inaugural year, PUG has served the community by offering virtual webinars, classroom training, and discussion boards as well as by bringing Users together in local meetings and larger events like the Power BI World Tour. With more than 1,000 attendees, the World Tour worked with local Power BI User Groups (PUGs) to prepare two days of valuable Microsoft and community-led content that helped local Members extend their knowledge and make new connections. PUG is excited to bring back the World Tour in 2018 with seven new cities being announced out our annual Data & BI Summit conference in Dublin this April.

Interested in learning more about Power BI, connecting with like-minded peers and gaining knowledge from some of the industry’s top experts? Join the 40,000 Members on the Power BI User Group website, www.pbiusergroup.com, today to find a local User group close to you, enjoy online educational content, and get answers to your questions. PUG

What inspired you to start a PUG in Oklahoma? Everyone around the state seems to be using Power BI in some way, but few of those folks have a way to find each other. The PUG offers a ready-made format for meeting, sharing ideas, and making us all more effective at our jobs. Oklahomans have a tradition of helping each other, so it’s a natural fit for our statewide community. What are your plans for the group in 2018? First, we’d like to make sure all our PUG Members are aware of the resources available to them like PUG Exchange and Academy sessions. Second, we will do some leveling about the whole Power BI world so that everyone has an understanding of Power BI Desktop, PowerBI.com, and for those that use it, Power BI Report Server. Going forward, we want to focus on best practices in content management and report design and make sure we stay current with those fast-paced monthly releases. Who has been an inspiration to you from the Power BI world? Patrick Leblanc and the “Guys in a Cube”! Patrick was kind enough to meet me in person during one of his visits to Oklahoma and really opened my eyes to the need that people have for learning and training. He also presents content in such an energetic and relatable way. I’ve watched him present over the phone to a nontechnical audience and personally seen how they were able to understand what he was presenting. (And I was not at all bitter even though I had been telling them the same thing for weeks.)

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feature

How to Upgrade Microsoft Dynamics GP

Without Getting Upset

48 | GPUG Magazine

story by Amber Cassidy, Pebble Beach Company, GPUG® User Member nfortunately, upgrades are like paying your taxes: Uncomfortable and unavoidable. Here’s how to get through them without things getting ugly.

Talk with your IT team

It doesn’t matter who is initiating the upgrade. The most critical ingredient in a successful upgrade is clear communication. Over-communicate to the point of being annoying. Have regular meetings with IT and the accounting team (and Purchasing, Payroll, and whatever other modules you are using). Who is going to be responsible for what? Create a detailed project plan with stakeholders clearly identified and assigned to tasks. Then if things aren’t working properly after you go live, no one can say, “I thought YOU were testing the integration between X and Microsoft Dynamics GP.” Everyone becomes accountable for the success of the upgrade.

Plan it out During your meetings, get specific about timing. Obviously, the accounting team will NOT want to upgrade during month-end close, calendar year-end, fiscal year-end, budgeting season, or audits. Plus, you need to schedule time for testing when they’re all not busy doing the things mentioned above. That leaves you with about a three-day window in December to actually do the upgrade...unless everyone is on vacation. (I’m mostly joking here.) A good upgrade will take months to plan and execute, unless your server crashes and you’re forced to do a 2010 to 2015 upgrade in two days because the accounting team is in the middle of month-end and can’t work until you get it done (true story). So, relax and take your time. Your CFO will thank you.

Test early, test often Build a test server. Install the software as early as possible, and give key stakeholders access to the server so they can test their core functionality. Write test scripts for everything, even the things that should be no-brainers, like creating a work order and converting it to a PO and receiving against it. Keep your test script templates because with a few minor changes, you can reuse them for multiple upgrades. Once the upgrade is complete, you now have a permanent test environment to start testing the next version!

You can never have enough training, especially if you are upgrading from 2010 The new GUI (graphical User interface) looks a lot different, and some people don’t like change. Schedule training sessions at least a month in advance of your go-live date so people can get comfortable with the new look and feel. Write up how-to documents for all the cool new features they’ll be getting and how they apply to them. GL Copy Paste is included for free? I can attach documents to invoices? Nice!

Don’t forget about reports For those of you still on Microsoft Dynamics GP 2010, you are going to have to upgrade to Microsoft Dynamics GP 2013 soon, which means converting all of your financials from Microsoft FRx to Management Reporter. Although, Microsoft will stop supporting 2013 on April 10, 2018, so why not jump all the way to 2015 or 2016? FYI: Support for 2015 ends on April 4, 2020, so start planning now! Don’t worry; MR is easier to use and has better publishing capabilities through SharePoint, plus you can group your reports together and automatically schedule them to run. You can even run more than one report at a time! I had an accounting manager who would literally run an FRx report, drive home, run another report, make dinner, run another report, mow the lawn, EVERY month-end. Embrace the change and get your life back.

Don’t try to do too much As much as you want to start using the Revenue and Expense Deferral Module or create a bunch of new SmartLists with SmartList Designer, do the upgrade first. Make sure everything is running smoothly before adding pieces to the puzzle. Activate and test the modules in your new test environment, and roll them out when you are sure they won’t fail.

Remember who uses the system Design the system for the efficiency of your operations, not IT. For example, I recently upgraded from 2010 to 2015 and decided to move from a local install to a terminal server environment. We have a H1 2018 | 49

lot of custom code, so being able to make changes on only two servers instead of 60 workstations had huge benefits for ME, the Microsoft Dynamics GP admin. However, even though my team built a very robust term server farm (way more than what our vendor and the specs said), I started getting reports of slowdowns almost instantly. Speed tests confirmed a 25 percent increase when generating reports as well as a fun delay when scrolling through windows. I had to admit that my grand master plan was not working, and I created a hybrid system, installing the client locally for all my heavy Users while keeping everyone else on the term servers. Is it frustrating that, right after I got everything installed locally, we found an error with our custom code that forced me to install an update? Yes, but it’s worth it to me to have a happy accounting team who has finally taken down my mugshot in the breakroom. Take the win.

Don’t forget the small stuff As you plan things out, make a list of every other system that touches Microsoft Dynamics GP. Talk with your stakeholders and make sure you aren’t missing anything. Do you have any automated tasks or batch files that run export data to/from the system? For example, during my recent upgrade, I totally forgot that we have Crystal Reports in Sage Fixed Assets that pull info from Microsoft Dynamics GP monthly in order to calculate depreciation. That was an easy fix. This one was not: Our finance team has a myriad of Excel workbooks that link to the Excel versions of our FRx financial statements. I spent weeks converting all of our reports from FRx to MR, tying them out to the penny, training the finance team on how to run them, and I knew our financials were going to run perfectly. Here’s a fun fact: MR puts an F, A, or T in front of the name of the reporting unit on the Excel tabs, which tells you at what level of detail the report was run – financial summary, account level, or transaction detail. FRx does not. Thus, if you don’t change ANYTHING with your reports, and keep everything named the same, all your links will break. I assumed the finance team had tested these links. Yes, I have added this to my test scripts. Yes, that’s two days of my life I will never get back fixing the links. Small stuff matters. In short, don’t expect perfection. Plan for the best but expect the worst. Be ready to change your plan if and when things go sideways. Swallow your pride, and build the best solution for your team, not you. GPUG Amber Cassidy, MBA, is a systems analyst at Pebble Beach Company in Pebble Beach, California and has nine years of experience working with and upgrading Microsoft Dynamics GP. She can be reached at Cassidya@pebblebeach.com. 50 | GPUG Magazine

wordfind Congratulations to Heather Myers of Hacienda Healthcare for winning the Q3 2017 Word Find. Your prize is in the mail. Below are 21 words that relate to the topics and theme in this issue of GPUGÂ® Magazine. These words can be found in the grid horizontally, vertically, diagonally, backward, and forward. Submit your completed Word Find for a chance to win a

AMPLIFY

CHART OF ACCOUNTS CLOUDEDGE

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

DATA

H M Z A P J Q W H U V V R C X A J K D L E L P J P

I R U W G U P G K L S S B F X O D K V I B N L G J

F H B I A Y X Q T N U F Y X B D N A G C R Y S O E

W Z P Q W N P X V M H J E R X P K V N Z I C V T F

I P O Q B B W V M W V D A E J R G E E H I K C A F

O T O H P E M I T H C N U L C F Y P N M L O O Y D

F H T W B C T R P W L R C G D W C I A S T U W R A

U O C I O A I G B A H B R N Y S C N J T B S W C L

L A N J W L L L E Q M W N A P O Y P B N A V H I T

E A V A V O F M O B P X N R P D E Z K U X D J K O

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ENCORE ERP GPUG JEFF DALTON LUNCH TIME PHOTO MICROSOFT DYNAMICS GP OREGON PARTNER EXCHANGE SMARTLIST SUMMIT SUMMIT AWARDS UPDATE UPGRADES WEBINAR WIPFLI WORKFLOW WRANGLER

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Partner Showcase

COMPANY Centerprism

INTERVIEWEE Michael Hollingsworth, CEO

PHONE 800-814-6631

EMAIL Mhollingsworth@centerprism.com

WEBSITE www.centerprism.com

HEADQUARTERS St. Louis, Missouri

Centerprism delivers a lowcost, fully integrated software package dedicated to reducing enterprise resource planning (ERP) complexities for the small to mid-size distribution industry. Centerprism’s comprehensive software and service platform is the only ERP solution developed specifically to meet all the needs of the wholesale distributor.

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Centerprism Aims To— and Succeeds at— Making GP Great Again!

n 2008, Microsoft switched gears and began an industry-focused approach to designing software. They called on Michael Hollingsworth for a meeting because of his expansive experience in the wholesale distribution industry. Michael, who was at a soccer game when he received the call, was a little shocked by the request. “I’ve worked for a variety of major software companies like Oracle, Epicor, and SAP—all heavily focused on wholesale distribution, but I did not have experience in Microsoft Dynamics GP at the time,” Michael shares. Microsoft’s plan was to enable industryfocused experts to identify and fill the gaps within Microsoft Dynamics GP. Michael took a trip to Fargo, North Dakota, went through the product from top to bottom, and identified the gaps as it related to wholesale distribution. He road-mapped how to solve those problems, and Microsoft suggested developer resources to build out the application. Centerprism was born, and its first hurdle was

to alleviate the biggest pain point for distributors within Microsoft Dynamics GP: Sales order entry. Their solution stack, PrismView™, was released by 2009, and over the next three years, Centerprism sold 77 new systems which also added net-new Microsoft Dynamics GP Users. “Our solution brought and continues to bring Users modern navigation, User-friendly interface, and all-around better ways to retrieve quality information and reporting,” Michael explains. “PrismView is vastly superior than SmartList or Microsoft Excel.” Today, Centerprism’s full stack solution includes order entry, sales management (CRM), purchasing and inventory forecasting management, extensive pricing management, e-commerce, field service dispatch, mobility, advanced commissions, and job costing. “We are a one-stop shop for distributors. All the add-ons they need for distribution are in our stack,” Michael adds. Michael put his livelihood on Microsoft and Microsoft Dynamics GP because it’s a strong financial package that’s hard to beat. With his

experience in Epicor and other big-name players, he believes Microsoft has the best resources, technology, and long-term roadmap in the market. The recent release of Microsoft Dynamics GP 2018 was a great example of this, and Michael has nothing but great things to say about it. Their solution stack 100 percent supports GP 2018. “We support 10.0 all the way up to GP 2018,” Michael says. Centerprism, which joined the GPUG® community last year to attend Summit 2016 in Tampa, loves the great resources, education, and networking available through being a Member. “We had a booth this past year in Nashville, and we were overwhelmed with the positive response from the face-to-face feedback about our solution and how it can help Users,” Michael concludes. GPUG

You might remember Centerprism from Summit 2017 Nashville with their hats, playing on President Donald Trump’s political phrase, “Make America Great Again”. H1 2018 | 53

topic 4

...with GPUGÂŽ Members Over the timespan of December 2012 to December 2017, there are have been SIX releases of Microsoft Dynamics GP. We asked Members to share about their plans to upgrade (or if they already have) as well as their experiences/best practices from their last upgrades.

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Aleiha Hanson IT Manager Royal Basket Trucks, Inc.

At this time, we do not have any upgrades in our scope. During Q3 last year, we did make an upgrade from 2016 to 2016R2, which was our second upgrade since being live on Microsoft Dynamics GP for five years. Our first upgrade was in 2016 when we made a large jump from version 2010 to 2016. If I could give one bit of advice, test, test, TEST all processes from start to finish. Everything may look good on the surface as you test, but be sure to double-check how everything transfers, posts, and costs through the system. We are still cleaning up some of our manufacturing costing due to a change in how Microsoft Dynamics GP handles backflushing and costing of phantom subassemblies. But, not all upgrades are difficult or headache-causing. Our minor upgrade from 2016 to 2016R2 could not have been easier. As you prepare, implement, and finish an upgrade, always look for resources to arm yourself, and don’t be afraid to ask questions. Partners are there to guide and help along the way, and all of us GPUGers are here to help!

Blair Christensen Database Administrator Oppenheimer Companies, Inc.

Our company just completed a major Microsoft Dynamics GP project: Installation of the Microsoft Dynamics GP manufacturing module. Once we’ve gotten things burned in, we’ll start looking at our upgrade path. The biggest takeaway when considering upgrades is to test, test, test! It is absolutely worth it to set up a test environment (which mirrors production) and go through the upgrade process until you can get three straight good upgrades. This is especially important if you use third-party add-ons. Use your Partner if you are uncomfortable doing it yourself or are short on resources—that’s what they are for! (Speaking of third-party add-ons, make sure to get the appropriate installers or chunk files, and don’t forget the documentation, for each version in your upgrade path.) If you use integration products, whether it be the base Integration Manager, eConnect, or a third-party product, test these thoroughly as well. And don’t forget your macros! After you have the server install down solid, make plans to update your client installs—including the web client (if applicable). .SET files, module lists, add-ons, shortcuts, SmartLists, and more make it important to make sure you have a plan not only for the core install,

but also for taking care of your business Users! Use the Microsoft Dynamics GP installation media to create a new fat client install (complete with .SET file(s) and shortcuts), then create documentation and develop a deployment plan. Lastly, double-check your reports. Whether you use SSRS, Power BI, or any of a whole host of other options, make sure that you can depend on your reporting and you have identified anything that might have changed from the last version. The last thing you need is accountants questioning the financial statements! Don’t forget that the GPUG Forum is a great resource; others just like you who have been there and done that can share insights. There are a lot of experts out there who go out of their way to help the GPUG community!

Katie Graves Accounting Illinois Credit Union System We do not have plans to upgrade to GP 2018 this year. We upgraded to 2016 R2 in April of 2017. I think we upgraded too soon following the release. It took us until September to get all the bugs and patches worked out. For future upgrades, we will be waiting to hear that the new version is completely stable before moving forward.

Shari Bruno Accounting Operations Manager Bible League International

In June 2017, we upgraded from Microsoft Dynamics GP 2015 to 2016 R2. Since we recently upgraded, we do not have plans to upgrade to GP 2018 this year. When we upgrade, the Microsoft Dynamics GP version we will be transferring to is loaded onto a newly created test server that includes all of our third-party applications and any customizations. Our IT department creates a SharePoint portal where the power Users for each company and module keep a list of items tested and record the outcome. Detailed descriptions of any problems encountered are noted in a separate document on the portal, where our Microsoft Dynamics GP Partner can access them if needed. Once we are satisfied with how the upgraded version is working, the test Microsoft Dynamics GP server is refreshed and becomes the production server. Using a designated server and lists to guide us ensures that all relevant items are tested and that problems are resolved ahead of time, making for a smooth transition to using the upgraded Microsoft Dynamics GP in the production companies.

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t&t

TIPS & TRICKS

Concise and Comprehensive Upgrade Tips story by Cecile Dinh, Airlines Reporting Corporation (ARC), GPUG® User Member

t is time to start planning the upgrade to Microsoft Dynamics GP 2018! Whether you are new to an upgrade or have done an upgrade several times, this topic is for you. When was the last time you did something for the first time? I still remember so clearly back in 2011, one of my clients in New York City asked me to upgrade their Microsoft Dynamics GP from 6.0, running on Pervasive SQL, to Microsoft Dynamics GP 2010. That was unbelievable and unforgettable. I was very much surprised as to why they were still on 6.0, which was released in 2000! Yes, they finally decided to upgrade after a decade! Their upgrade path was 6.0 > 7.0 > 8sp5 >10Sp4 > 2010, and Pervasive SQL to Microsoft SQL 2005. I almost turned down the project, but I’m so glad I didn’t. The most challenging task has the most precious reward, not in monetary measurements, but in experience. It was the most unforgettable upgrade in the history of my career. If someone would ask me how I did it, I can still answer with full confidence because I documented every step with screenshots. Yes, documentation is part of history. Here are my top five tips to consider when planning an upgrade:

Maximize all available resources online »» System requirements »» Upgrade paths »» Critical upgrade notes »» Service Pack downloads »» Upgrade supportability »» Known upgrade issues »» What’s new

No need to reinvent the wheel You can use the same approach you did in the previous upgrade and give room for improvements. »» Set resources and target dates »» Set downtime schedule for production upgrade

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»» Set a quick status call every morning at the same time to discuss what is open and needs to be done that day

»» Create an issue log with who, when, why »» Use UAT to test your upgrade »» Use previous test cases and scenarios »» Give end User training on what’s new

Apple and orange It is much easier to compare an upgrade without new products added. This is to eliminate any suspicion if there’s any performance issue, compatibility error, etc. I recommend using Phase 1 for version upgrade only. Use Phase 2 for any additional products to implement and for Users’ wish functionality. Take screenshots as you upgrade so you don’t have to rely on your memory on what option you selected during the upgrade process and at what point the error message popped up.

Create a five-minute upgrade checklist Use Microsoft Excel to create a detailed task sheet, status of completion, and comments. An upgrade can be overwhelming if you are thinking about the detailed steps and executing at the same time. It is better to prepare your list in advance. You may use the upgrade manual to create your own list like the following: Pre-upgrade checklist »» Verify hardware compliance »» Get disk space double the current file size (if your database size before the upgrade is 100GB, make sure you have an extra 100GB disk space available on the transaction log). Lack of disk space causes tables to not upgrade. For example, GL2000 and GL30000 tables become blank. »» Download all install media »» Get all registration keys »» Create a list of all customized reports

»» Backup Forms.dic, Reports.dic, and create a report package »» Backup Extender, SmartList Builder, etc. »» Create a report in Query Analyzer that will list all of your

tables and their count – this will be used as your reference after the upgrade. Make sure all important tables are included GL20000, GL30000, SOP30200, SOP30300, IV30200, IV30300, IV30500, RM20101, RM20201, RM30101, RM30301, PM00400, PM20000, PM30200, PM30600, CM20200, CM20201, CM20300, CM20400, etc. »» Execute the script to all companies and verify the results match your server name: select @@servername »» Post all batches »» Print critical reports »» Run check links Database upgrade checklist »» Make a final backup »» Upgrade path - steps »» Create a dexsql.log before you begin the update process SQLLogSQLStmt=TRUE SQLLogODBCMEssages= TRUE SQLLogAllODBCMessages=TRUE »» Be sure to synchronize account framework; open dex.ini and set synchronize =TRUE »» Upgrade database »» Upgrade third-party products »» Upgrade modified forms and reports »» Make a complete backup of databases after the upgrade Post-upgrade checklist »» Reconcile financial data (Tools>>Utilities>>Financial>>Reconcile) »» Check links for currency table (File>>Maintenance >>Check Links >> select Multicurrency setup)

»» Discontinue the DexSQL.Log. Open dex.ini and set the following statement to false:

»» SQLLogSQLStmt=FALSE »» SQLLogODBCMEssages= FALSE »» SQLLogAllODBCMessages=FALSE »» Initial validation – check each table total count; test if you can save a new journal entry transaction

»» Print reports after the upgrade

Backup your data files Database backup may be the single most important maintenance item related to a Microsoft Dynamics GP upgrade. You should make at least one complete backup of all your databases before upgrading. It’s a good idea to make a backup before completing table maintenance procedures, in case you encounter any problems in that process. You also should make a backup of your modified forms and reports, eConnect pre- and post-procedures, and your existing Integration Manager database. Please refer to the link below for more details. This page offers easy access to Microsoft Dynamics GP resources. This page is intended to provide a consolidated view of relevant documentation, videos, solutions to known issues, and links to related resources, as well as community sites for implementing Microsoft Dynamics GP. https://mbs.microsoft.com/customersource/northamerica/GP/ learning/documentation/system-requirements/dynamicsgpresource And remember these wise words of Benjamin Franklin: By failing to prepare, you are preparing to fail. GPUG Cecile Dinh is a Microsoft Dynamics GP Administrator at Airlines Reporting Corporation (ARC) and can be reached at Cdinh@arccorp.com.

H1 2018 | 57

What’s New GPUG Website ON THE

CHAPTER MEETING PRESENTERS’ SPOTLIGHT story by Michelle Lowry, Dynamic Communities

uthor Jane Howard said, “Call it a clan, call it a network, call it a tribe, call it a family. Whatever you call it, whoever you are, you need one.” We call it GPUG®. GPUG exists to connect the global community of Microsoft Dynamics GP Users, empowering you to help one another overcome challenges, brainstorm better processes, and work smarter. At a local level, GPUG chapters around the world help facilitate these same connections with Microsoft Dynamics GP folks who live and work in your neighborhood. Chapter participants engage in a virtual setting through dedicated online communities as well as in person at regularly scheduled meetings. In 2017, GPUG’s 50+ chapters held about 120 local meetings with more than 2,500 attendees. Chapter meetings are community-led—your local leaders source content and speakers from within the local community—and presentations are largely a series of real-life case studies of how other Users are finding success using the product. The presenters are not professionally trained speakers; they’re simply awesome Microsoft Dynamics GP community Members who are willing to share their experiences to help others.

Dynamics GP story. Connect with them, learn a bit about them, and plan to meet them face to face at the meeting!

New!

If you’re a current chapter meeting presenter or even considering it, visit your GPUG profile (gpug.com/profile) to ensure you’ve updated your profile photo, contact details, and bio. This information will be included when you’re showcased as a chapter event presenter. GPUG

We’re proud to now showcase these incredible volunteer presenters along with each chapter meeting on the GPUG website. Now, when you’re checking out a chapter meeting’s details, you can easily spot and learn more about the folks who will be sharing their Microsoft

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Get Involved. Participation in local chapters is included in your GPUG membership, and it’s easy to get involved. Simply visit gpug.com/ chapters to find and join your local online community. This is where you’ll discover other Microsoft Dynamics GP gurus who live and work near you and where you’ll be alerted about local meetings.

Share Your Story. If you’re looking to get more involved in your local group, I encourage you to consider sharing your experience by speaking at an upcoming chapter meeting. It doesn’t matter if you’ve been using Microsoft Dynamics GP for six months or 10 years—you no doubt have experiences and knowledge that will help others. If you’re interested in getting move involved with your chapter and/or speaking, reach out to your local leader or simply email chapters@ gpug.com.

Put Your Best Foot Forward.

NAME THAT PHOTO

CONTEST

What could possibly be so funny at registration in Summit 2017 Nashville?

Q3 2017 CONTEST WINNER We didn’t receive any submissions last time around, so let’s try again! See submission details to the right.

Submit your caption for what prompted this chuckle by emailing Captioncontest@gpug.com. The winning submission will be printed in the magazine’s next issue.

H1 2018 | 59

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TRENDING TOPICS

he GPUG® Open Forum is a great place on the GPUG website for sharing best practices, tips and tricks, and general knowledge with others. It’s also a place to post questions and get answers from other Microsoft Dynamics GP Users. The GPUG online community has more than 25,000 discussion posts. Below are two recent topics that garnered much discussion. Check them out and then take a moment to share your opinion, answer someone’s question, and/ or post your own question (or quick tip that helps you be more efficient).

Do you outsource payroll? Or process it in-house?

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

JE Copy & Paste

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

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

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

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THE INS AND OUTS OF

SECURITY

30 | GPUG Magazine

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H1 2018 | 61

Credentialed DYNAMICS PROFESSIONALS

GET CREDENTIALED

today!

Take our Microsoft Dynamics GP exams and become a Dynamics Credentialed Professional. Join the few that have already passed the exams and prove to yourself and the Microsoft Dynamics community that you have a deep understanding of the product.

DynamicsPro, powered by Dynamic Communities and GPUG®, is proud to offer this one-of-a-kind credentialing program. The community identified a gap three years ago as Microsoft Dynamics GP Users and Partners no

longer had a way to test their knowledge and officially get recognized as Microsoft Dynamics GP experts. Now, with the hard work of the credentialing council and the Microsoft Dynamics GP exam committee, everyone has the chance to test their knowledge in the solution.

DynamicsPro exams are written by a committee of Microsoft Dynamics GP Partner and User experts. They are challenging, relevant, valuable, and truly do test your knowledge of Microsoft Dynamics GP.

We currently offer two Microsoft Dynamics GP exams. Pass either or both, and you yourself will be a Dynamics Credentialed Professional. You will receive the credentialed mark below to be used on your e-mail signature, social media, etc. along with a certificate of achievement.

Visit www.dynamicspro.org today for details, register for your Microsoft Dynamics GP exam, and get started on becoming a Dynamics Credentialed Professional. 62 | GPUG Magazine

The List MOBILE Solutions at your fingertips

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

Table of Contents Industry.......................Page 64 Horizontal....................Page 67 Services.......................Page 74

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

Industry Cross Industry Solution

INDUSTRY

Automotive AIM Computer Solutions, Inc. www.aimcom.com/ â&#x20AC;˘ 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive. Sana Commerce 3650 365F

www.sana-commerce.com â&#x20AC;˘ 646-362-0432 Sana Commerce Through 100% seamless integration, our e-commerce solution leverages existing ERP business logic and data in powerful, user-friendly web stores.

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamicsgpgreat-plains/ â&#x20AC;˘ 800-699-5758 Accounts Payable and Payment Automation Designed for Dynamics GP Streamline your entire financial process, from invoice capture & approval to vendor payments, all from one platform. Intelligent workflows, real-time GP transaction processing, & automated B2B payments.

Chemicals Horizons International

Ariett, an AvidXchange company

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

365

www.ariett.com â&#x20AC;˘ 781-826-1120 Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Dynamics GP Requisition, PO, Invoice, Payment, Contract Platform w/ NEW BI Dashboard

CALUMO, Inc.

Vicinity Manufacturing www.vicinitymanufacturing.com â&#x20AC;˘ 770-421-2467 Vicinity Vicinityâ&#x20AC;&#x2122;s ERP software manages formulation, quality control, compliance, production and planning for process manufacturers in the Food/Beverage, Chemical, Cosmetic, Paint, Personal Care and Pharmaceutical industries.

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

Consumer Packaged Goods

Data Masons Software 3650 365F

365

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

TrueCommerce 365 www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

KEY: 365 Dynamics 365

64 | GPUG Magazine

DocStar www.DocStar.com â&#x20AC;˘ 888-DOC-STAR DocStar ECM AP Automation The premier integrated AP automation solution provider. Cloud or on-premises. Mobile access. Intelligent data capture. Advanced workflow engine. Emergence www.emergencecorp.com/aac 441-295-0913 Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations. Includes enhanced account lookup, auto account roll-out & account replication.

EthoTech, Inc. www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail. Integrated Software, Inc. www.isiusa.com â&#x20AC;˘ 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes. JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. JAT Computer Consulting, Inc. www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers. Journyx www.journyx.com â&#x20AC;˘ 800-755-9878 Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project accounting functionality with data validations, multi-approval levels, accrual calculations & more. Nodus Technologies, Inc. www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, and payment plan modules. Nodus Technologies, Inc. www.nodus.com/solutions/e-commerce/ 909-482-4701 eStore Solution Stack with PayFabric Go beyond a shopping cart with a feature-rich, automated and fully integrated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with attractive responsive web design.

Nodus Technologies, Inc. www.nodus.com/solutions/ payment-processing/ 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal. Dynamics AX

Dynamics GP

Dynamics NAV

Dynamics SL

Dynamics CRM

Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

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

ReQlogic www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic ReQlogic is the leading solution for eProcurement, Requisition, AP Automation, Time & Expense. With real-time integration, powerful workflow and ease of configuration, ReQlogic is the right choice for your business.

WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 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!

Finance/Banking Emergence www.emergencecorp.com/aac 441-295-0913 Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations. Includes enhanced account lookup, auto account roll-out & account replication.

Food and Beverage

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

Online Trial Available

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

Mobile Enabled

Horizons International

Sana Commerce

Binary Stream www.binarystream.com/GP-HMM 604-522-6300 Healthcare Materials Management (HMM) Optimize materials management and streamline your consumption-based supply chain management.

3650 365F

Business Computers Software, Inc. www.business-computers.com â&#x20AC;˘ 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Sierra Workforce Solutions

Sana Commerce 3650 365F

Business Computers Software, Inc. www.business-computers.com â&#x20AC;˘ 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing. ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze! Integrated Software, Inc. www.isiusa.com â&#x20AC;˘ 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care.

Franchises 3650 Eclipse Computing, Inc www.royaltiesandrights.com â&#x20AC;˘ 201-746-6255 Eclipse Franchise Based Accounting Provides full automation of Franchisee Income-royalties, ad-share-deferred & unlimited user defined categories. Options exist for automating data collection from individual sites & collection of cash via auto ACH

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

Unanet Technologies www.unanet.com â&#x20AC;˘ 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

KEY: 365 Dynamics 365

Sierra Workforce Solutions www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Dynamics ERP time & attendance solutions optimizing productivity and data integration for payroll, job costing & HR. Advanced scheduling and ACA reporting options. Biometric, badge, WEB, PC or mobile time clocks.

Insurance Emergence www.emergencecorp.com/aac 441-295-0913 Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations. Includes enhanced account lookup, auto account roll-out & account replication.

Manufacturing

Dynamics AX

Dynamics GP

Dynamics NAV

Data Masons Software 3650 365F

365

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

FASCOR www.fascor.com â&#x20AC;˘ 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs. ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

k-eCommerce 3650 365F

Manufacturing Resource Partners www.mrpconsulting.com â&#x20AC;˘ 562-547-6156 Dynamics GP Manufacturing Consulting The Dynamics GP 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 operations management experience. Dynamics SL

Dynamics CRM

www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Dynamics ERP time & attendance solutions optimizing productivity and data integration for payroll, job costing & HR. Advanced scheduling and ACA reporting options. Biometric, badge, WEB, PC or mobile time clocks. StockIQ Technologies www.stockiqtech.com â&#x20AC;˘ 720-420-7946 Intelligent Supply Chain Planning Inventory planning & analytics, forecasting, promotion planning & multi-site replenishment designed for Distribution, and Manufacturing. TrueCommerce 365 www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing. WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 MO Generator MO Gen integrates external Mfg systems into GP Mfg. Creates, schedules, and releases MO's. Builds pick lists and receives and posts MO receipts.

Online Trial Available

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

Mobile Enabled

H1 2018 | 65

INDUSTRY

Healthcare

INDUSTRY

Media and Entertainment 3650 Eclipse Computing, Inc www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP Fully automated end to end solution for managing intellectual property. Controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Unanet Technologies www.unanet.com â&#x20AC;˘ 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Pharmaceuticals ASC Software www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Pharmaceutical & Medical industries. Horizons International www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds. Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

66 | GPUG Magazine

Retail

ConnectBooster 365 www.connectbooster.com â&#x20AC;˘ 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers.

k-eCommerce

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

Non-Profit Organizations

KEY: 365 Dynamics 365

Professional Services

JOVACO Solutions Inc. 365

www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 121 JOVACO Suite Project management solution with a project accounting module, web-based time & expense application and planning tool. Top features: extensive reporting, multi-company & currency, integration to SOP, POP & inventory.

Warehouse Management

3650 365F

www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment. Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

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

Transportation / TMS Unanet Technologies www.unanet.com â&#x20AC;˘ 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Property Management Binary Stream www.binarystream.com/GP-PM â&#x20AC;˘ 604-522-6300 Property Management (PrM) Skillfully manage both the landlord and tenant side of the most complex lease agreements with full integration into your Microsoft Dynamics GP accounting engine.

Publishing 3650 Eclipse Computing, Inc www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP Fully automated end to end solution for managing intellectual property. Controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Dynamics AX

Dynamics GP

Dynamics NAV

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

Selective Software Inc www.selectivesoftware.com â&#x20AC;˘ 421-369-0480 In Transit Software Integrated solutions for Trucking: Loads, Driver/Carrier Pay, Freight Billing, EDI, Dispatch, Imaging, Maintenance & Repair, Fuel Integration, Road Taxes. Reporting & more. Asset-Based & Brokerage.

Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Wholesale Trade: Durable Goods

k-eCommerce 3650 365F

www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment. TrueCommerce 365 www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Dynamics SL

Dynamics CRM

Online Trial Available

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

Mobile Enabled

Horizontal Accounting

Billing

Emergence www.emergencecorp.com/aac â&#x20AC;˘ 441-295-0913 Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations. Includes enhanced account lookup, auto account roll-out & account replication. Encore Business Solutions www.encorebusiness.com â&#x20AC;˘ 888-898-4330 ePayStub for Canadian Payroll ePaystub for Canadian Payroll is a seamless extension to Microsoft Dynamics GP Canadian Payroll that allows users to email out employee Payslips with an email that is password protected. ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

Sierra Workforce Solutions

DataSelf

Analytics

ConnectBooster 365 www.connectbooster.com â&#x20AC;˘ 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers.

Budgeting Halo BI CALUMO, Inc.

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

Affordable Care Act Reporting

AIM Technologies www.aim-technologies.com/acadashboard.html 888-234-0428 The ACA Dashboard Complete solution for proactive management and reporting for compliance with the Affordable Care Act. Integrity Data www.integrity-data.com â&#x20AC;˘ 217-732-3737 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system work exactly the way you want and need it to! Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around ACA reporting a non-issue by tracking eligibility year-round and automatically generating, printing and e-filing Form 1095-C/ 1094-C.

KEY: 365 Dynamics 365

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Project Tracking with Advanced Analytics Creates a seamless connection between a companyâ&#x20AC;&#x2122;s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

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

Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

Dynamics AX

Dynamics GP

Dynamics NAV

Jet Reports 365 3650 365F

www.jetreports.com â&#x20AC;˘ 503-608-3602 Jet Reports Suite of Solutions Fast, Flexible Reporting & BI inside Excel. 154,320+ users and counting.

Business Process Management

Corporate Renaissance Group crgroup.com/better-budgeting/ 613-232-4295 Ext: 286 Budgeting, Planning & Forecasting Solutions from CRGroup Leading budgeting, planning & forecasting solutions for companies of any size: BOARD, Adaptive Insights, and NEW! Rapidstart budgeting for SMBs and Dynamics users. Contact us to learn more + explore partner benefits.

Dynamic Budgets www.dynamicbudgets.com â&#x20AC;˘ 650-332-6650 Dynamic Budgets Budgeting & live reporting. Frustrated that other budget solutions are too painful, too complicated, and too expensive? This solution installs and configures in 1 hour. Dynamic Budgets makes Powerful Budgeting Easy!

Business Intelligence

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamicsgpgreat-plains/ â&#x20AC;˘ 800-699-5758 Paperless Accounts Payable and Payment Automation Designed for Dynamics GP Streamline your entire financial process, from invoice capture & approval to vendor payments, all from one platform. Go paperless w/intelligent workflows, real-time GP transaction processing, & automated B2B payments. DocStar www.DocStar.com â&#x20AC;˘ 888-DOC-STAR DocStar ECM AP Automation The premier integrated AP automation solution provider. Cloud or on-premises. Mobile access. Intelligent data capture. Advanced workflow engine. JAT Computer Consulting, Inc. www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Barcode Data Collection Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

www.halobi.com â&#x20AC;˘ 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery. Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com

Dynamics SL

Dynamics CRM

Online Trial Available

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

Mobile Enabled

H1 2018 | 67

HORIZONTAL

Aatrix Software, Inc. partner.aatrix.com/msdynamicsgp 800-426-0854 ext. 175 Aatrix COMPLETE ACA eFile Service Aatrix, the nations leading single-point eFile center makes complying with ACA reporting requirements simple. The COMPLETE ACA eFile Service will Print & mail employee copies and eFile the IRS as low as 99Â˘/employee.

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

Check Printing

Data Integration

Contract/Project Management Binary Stream 365 3650 365F

Trans-Micro, Inc. www.checkfactory.com â&#x20AC;˘ 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL MICR check and forms printing software solution with automatic signatures on checks. Designed to replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Commissions

HORIZONTAL

Cost Accounting Corporate Renaissance Group crgroup.com/cost-allocator/ 613-232-4295 Ext: 286 NEW: CRG Cost Allocator | Multi-Level Step-Down Cost Allocations CRG Cost Allocator is a flexible & efficient costing application that performs multi-level step-down cost allocations to determine true costs and profitability.

Credit Card/Check Processing

Compliance

Century Business Solutions

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamicsgpgreat-plains/ â&#x20AC;˘ 800-699-5758 Integrated AP, Document Management and Payment and Process Automation for Dynamics GP Direct and control the entire lifecycle of your document and invoices & payments, while protecting the information within them & keeping you within information and payment compliance mandates.

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

Binary Stream 365 3650 365F

www.binarystream.com/GP-ARED 604-522-6300 Advanced Revenue and Expense Deferral (ARED) Gain control of your revenue and expense deferrals and recognition through line level detail and the ability to build and track thousands of schedules, all while remaining compliant. Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around ACA reporting a non-issue by tracking eligibility year-round and automatically generating, printing and e-filing Form 1095-C/ 1094-C.

KEY: 365 Dynamics 365

68 | GPUG Magazine

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Project Tracking with Advanced Analytics Creates a seamless connection between a companyâ&#x20AC;&#x2122;s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

ConnectBooster 365 www.connectbooster.com â&#x20AC;˘ 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers. Integrated Software, Inc. www.isiusa.com â&#x20AC;˘ 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts.

Winthrop Development Consultants www.winthropdc.com/products_BPST.htm +61893329446 Batch Posting Service Toolkit Post batches into Dynamics GP from external applications, in real-time, with a single web service call ... without using Dexterity.

Document Management

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamicsgpgreat-plains/ â&#x20AC;˘ 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows.

Data Management Corporate Renaissance Group www.crgroup.com/changer 613-232-4295 Ext: 286 CRG Changer | Change, Merge & Combine Codes & Data in GP Quickly & easily change, merge & combine your codes & data in GP. Changer is trusted by thousands of organizations, supports 3rd party tables & is completely flexible - ensuring GP operates at optimum efficiency.

Ariett, an AvidXchange company 365

www.ariett.com/ â&#x20AC;˘ 781-826-1120 Purchase to Payment Automation with Intercompany and Multi-Currency Processing for Dynamics GP NEW BI Dashboard, Invoice Capture, Payments, Requisition, PO, Contract.

Distribution

ASC Software www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in. FASCOR www.fascor.com â&#x20AC;˘ 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

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

Metafile Information Systems, Inc. 3650 365F

Nodus Technologies, Inc. www.nodus.com/solutions/payment-processing/ 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal.

Dynamics AX

Dynamics GP

Dynamics NAV

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

Dynamics SL

Dynamics CRM

www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless Automation for Microsoft Dynamics AP Automation for Dynamics AX, GP, SL & NAV, & expanded functionality including expense reports, journal entry, purchase requisition and more.

Online Trial Available

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

Mobile Enabled

E-commerce

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

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

Expense Solutions 365F Vertex www.VertexSMB.com/TheList â&#x20AC;˘ 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

EDI AIM Computer Solutions, Inc. www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG, IATF 16949.

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

Field Service Management

365F DynamicPoint 365 www.dynamicpoint.com/expense-reimbursement/ 844-396-7646 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reimbursement with seamless integration to Dynamics 365, GP & NAV. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!

FieldConnect, Inc. www.fieldconnect.com â&#x20AC;˘ 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch software, and customer portals are directly integrated with Microsoft Dynamics for maximum efficiency.

k-eCommerce 3650 365F

Nodus Technologies, Inc. www.nodus.com/solutions/e-commerce/ 909-482-4701 eStore Solution Stack with PayFabric Go beyond a shopping cart with a feature-rich, automated and fully integrated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with attractive responsive web design. Sana Commerce 3650 365F

3650 Thomson Reuters tax.thomsonreuters.com/TheList â&#x20AC;˘ 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCETM Indirect Tax is tax management software that automates sales, use and value-added tax calculation, reporting, filing and remittance.

KEY: 365 Dynamics 365

Data Masons Software 3650 365F

365

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

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

Shining Brow Software Shiningbrow.com â&#x20AC;˘ 414-258-3400 The Service Manager Solution for field service organizations that install, service, and maintain equipment. Track customers, equipment, contract data and service history. Schedule work & integrate your field staff with our Mobile client.

TrueCommerce 365

www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Joesoftware Inc. www.joesoftware.com â&#x20AC;˘ 780-990-0220 Spencer Easy, configurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workflow, multi-currency, VAT support, electronic receipts and more.

Electronic Document Delivery (Email)/Faxing ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamicsgpgreat-plains/ â&#x20AC;˘ 800-699-5758 Real-time Integrated AP and Payment Automation Designed for Dynamics GP Automatically capture, route, deliver, archive, pay and securely access information directly from Dynamics GP screens and via Web Browser.

Dynamics AX

Dynamics GP

Dynamics NAV

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

Dynamics SL

Dynamics CRM

wsTOOLS www.iscorp.biz/solutions/wstools/ 218-486-5095 wsTOOLS for KEY2ACT Enhancements for GP, KEY2ACT Jobcost, Service Management and MobileTech.

Fixed Assets

Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

General Ledger Corporate Renaissance Group www.crgroup.com/AAToolsr 613-232-4295 Ext: 286 AA Tools for Analytical Accounting Simplify the management of GP Analytical Accounting: AA Backfiller, AA Changer, AA Segment Converter & AA Cubes. Backfill data in AA, change AA codes, convert GL segments to AA dimensions & complete analytics.

Online Trial Available

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

Mobile Enabled

H1 2018 | 69

HORIZONTAL

Corporate Renaissance Group www.crgroup.com/combiner 613-232-4295 Ext: 286 Company Combiner | Combine Multiple GP Company Databases Trying to manage multiple companies in Dynamics GP? Easily combine company databases into one single entity for easier maintenance, reduced risk, greater efficiencies, and improved reporting with CRG Company Combiner. Corporate Renaissance Group www.crgroup.com/reformatter â&#x20AC;˘ 613-232-4295 CRG Re-Formatter |Modify Your GP Account Framework CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GP after the initial installation. Emergence www.emergencecorp.com/aac â&#x20AC;˘ 441-295-0913 Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations. Includes enhanced account lookup, auto account roll-out & account replication.

HORIZONTAL

HR Management

Corporate Renaissance Group www.employee-performance.com 877-711-0367 Ext: 286 CRG emPerform | Online Employee Performance Management Award-winning employee performance management for Microsoft Dynamics users. Online performance reviews, 360Â° assessments, goal management, succession planning, pay-for-performance, reporting & year-round feedback. Integrity Data www.integrity-data.com â&#x20AC;˘ 217-732-3737 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system work exactly the way you want and need it to!

70 | GPUG Magazine

JAT Computer Consulting, Inc. www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Invoicing Enhancement Binary Stream 365 365F

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

Inter-company Processing Binary Stream binarystream.com/products/multientity-management/ â&#x20AC;˘ 604-522-6300 Multi-Entity Management (MEM) Consolidate your financial information in a single Dynamics GP database to achieve greater productivity and gain powerful insight into corporate performance even in complex fast-growing multi-company environments. Binary Stream binarystream.com/products/ intercompany-bridge/ â&#x20AC;˘ 604-522-6300 Intercompany Bridge Streamline your business by automating intercompany transactions between your Microsoft Dynamics GP databases.

Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

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

Dynamics AX

Dynamics GP

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

Job Costing

Inventory Enhancement

KEY: 365 Dynamics 365

JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Dynamics NAV

Century Business Solutions

JOVACO Solutions Inc.

www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 121 JOVACO Suite Project management solution with a project accounting module, webbased time & expense application and planning tool. Top features: extensive reporting, multi-company & currency, integration to SOP, POP & inventory.

365

365F DynamicPoint 365 www.dynamicpoint.com/invoice-automation/ 844-396-7646 EasyAP36- Office 365 App for AP/Invoice Automation with Dynamics 365, GP & NAV Streamlinse AP Processing with an Office 365 app that syncs directly to Dynamics. Integrate invoices via portal, email & mobile device while utilizing vendor, expense type, company and department allocation templates.

365 365F

DynamicPoint www.dynamicpoint.com/products/ 844-396-7646 SharePoint Online Check Request Exclusively for Dynamics 365, GP & NAV Streamline check request processing with online input, inclusion of attachments/quotes, allocate to GL, Jobs, Projects or AA, executive review/ approval and real-time integration to Dynamics 365, GP & NAV.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item. k-eCommerce www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real-time fund recognition with seamless integration to Microsoft Dynamics GP.

Dynamics SL

Dynamics CRM

Manufacturing Enhancement

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

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

Online Trial Available

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

Mobile Enabled

WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 MO Generator MO Gen integrates external Mfg systems into GP Mfg. Creates, schedules, and releases MO's. Builds pick lists and receives and posts MO receipts.

Mobility Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Multi-Entity Management Corporate Renaissance Group www.crgroup.com/combiner 613-232-4295 Ext: 286 Company Combiner | Combine Multiple GP Company Databases Trying to manage multiple companies in Dynamics GP? Easily combine company databases into one single entity for easier maintenance, reduced risk, greater efficiencies, and improved reporting with CRG Company Combiner.

DynamicPoint 365 365F www.dynamicpoint.com/products/ 844-396-7646 SharePoint Online Check Request Exclusively for Dynamics 365, GP & NAV Streamline check request processing with online input, inclusion of attachments/ quotes, allocate to GL, Jobs, Projects or AA, executive review/approval and real-time integration to Dynamics 365, GP & NAV.

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

Payables Enhancement Metafile Information Systems, Inc. 3650 365F

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamicsgpgreat-plains/ â&#x20AC;˘ 800-699-5758 Automated Payables, AP and Sale Order Processing Designed for Dynamics GP Streamline your entire financial process, from invoice capture & approval to vendor payments, all from one platform. Go paperless w/intelligent workflows, real-time GP transaction processing, & automated B2B payments.

Ariett, an AvidXchange company 365

www.ariett.com â&#x20AC;˘ 781-826-1120 Purchase to Payment Automation with Intercompany and Multi-Currency Processing for Dynamics GP NEW BI Dashboard, Invoice Capture, Payments, Requisition, PO, Contract

Aatrix Software, Inc. www.aatrix.com/dynamics 800-426-0854 ext. 175 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. Integrity Data www.integrity-data.com â&#x20AC;˘ 217-732-3737 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system work exactly the way you want and need it to! Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around ACA reporting a non-issue by tracking eligibility year-round and automatically generating, printing and e-filing Form 1095-C/ 1094-C. JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. Joesoftware Inc. www.joesoftware.com â&#x20AC;˘ 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.

Dynamics AX

Dynamics GP

Dynamics NAV

DynamicPoint 365 3650 365F

www.dynamicpoint.com/customerand-vendor-portal/ â&#x20AC;˘ 844-396-7646 SharePoint Vendor & Customer Portals for Microsoft Dynamics ERP Portals built exclusively for Dynamics 365, AX, GP & NAV deliver a flexible, seamlessly integrated and highly secure extranet providing access to profile data, sales/purchase orders, payment status and more - 24/7!

Procurement Management

Ariett, an AvidXchange company 365

www.ariett.com â&#x20AC;˘ 781-826-1120 Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Dynamics GP NEW BI Dashboard, Requisition, PO, Punch-out, Invoice Capture, Contract 365F DynamicPoint 365 www.dynamicpoint.com/purchase-requisition/ 844-396-7646 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics 365, GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!

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

wsTOOLS www.iscorp.biz/solutions/wstools/ 218-486-5095 wsTOOLS for Dynamics GP PayrollRewind, W2SafetyNet, 1095Importer, WebTimeEntry, PayrollHandoff & other tools have been developed to protect data and make tasks easier.

Portals

Payroll Enhancement

Dynamics SL

Dynamics CRM

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

Online Trial Available

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

Mobile Enabled

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HORIZONTAL

WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Blanket PO Create a Blanket with multiple control lines. Apply spending limits, allowable items, and user security to each Blanket, all with Blanket PO.

Product Information Management

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

Project Accounting

Sales Tax

Quality Control

AIM Technologies www.aim-technologies.com â&#x20AC;˘ 888-234-0428 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.

Horizons International

Business Computers Software, Inc. www.business-computers.com â&#x20AC;˘ 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Receivables Enhancement

HORIZONTAL

Journyx www.journyx.com â&#x20AC;˘ 800-755-9878 Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project accounting functionality with data validations, multi-approval levels, accrual calculations & more. JOVACO Solutions Inc. 365

ConnectBooster 365 www.connectbooster.com â&#x20AC;˘ 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item. Nodus Technologies, Inc. www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, and payment plan modules.

Reconciliation

Purchase Order Processing Enhancement 365F DynamicPoint 365 www.dynamicpoint.com/purchase-requisition/ 844-396-7646 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics 365, GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!

KEY: 365 Dynamics 365

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GPC Systems, Inc. www.easyebankrec.com â&#x20AC;˘ 208-290-3040 Easy e-Bank Rec Easy e-Bank Rec is a true add-on to Microsoft Dynamics GP. Automate transactions with the bank statement import. Do away with manual matching. Automatically mark reconciled items. Credit card features. Visual Aids.

Dynamics AX

Dynamics GP

Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Reporting

Dynamics NAV

CALUMO, Inc. www.calumo.com â&#x20AC;˘ 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templates. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast. Jet Reports 365 3650 365F

www.jetreports.com â&#x20AC;˘ 503-608-3602 Jet Reports Suite of Solutions Fast, Flexible Reporting & BI inside Excel. 154,320+ users and counting.

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

365F Vertex www.VertexSMB.com/TheList â&#x20AC;˘ 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

Security

Royalty 3650 Eclipse Computing, Inc www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP Fully automated end to end solution for managing intellectual property. Controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Sales Order Processing Enhancement Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item.

Dynamics SL

Dynamics CRM

Winthrop Development Consultants www.winthropdc.com/products_GPPT.htm +61893329446 GP Power Tools The premier tool for Dynamics GP administrators. A must have collection of powerful utilities for administering, supporting & developing for GP.

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

Data Masons Software 365

3650 365F

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

Online Trial Available

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

Mobile Enabled

System and Network Management

Halo BI www.halobi.com â&#x20AC;˘ 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery. Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features. StockIQ Technologies

Tax

System Enhancement Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

KEY: 365 Dynamics 365

Joesoftware Inc. www.joesoftware.com â&#x20AC;˘ 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CDN payroll.

Avalara, Inc.

JOVACO Solutions Inc.

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

www.jovaco.com/en/product-overview/ jovaco-suite/time-expense-management/ 888-988-3535 ext. 122 TEDI Time & Expense Web-based and mobile-friendly time and expense application integrated to Dynamics GP, with comment and attachment features, multi-currency support, multiple-approver capabilities and automated alerts and reminders.

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

365F Vertex www.VertexSMB.com/TheList â&#x20AC;˘ 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

Time and Attendance

Business Computers Software, Inc. www.business-computers.com â&#x20AC;˘ 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Dynamics AX

Dynamics GP

Dynamics NAV

Workflow / Notifications ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamicsgpgreat-plains/ â&#x20AC;˘ 800-699-5758 Accounts Payable and Payment Automation Designed for Dynamics GP Streamline your entire financial process, from invoice capture & approval to vendor payments, all from one platform. Intelligent workflows, real-time GP transaction processing, & automated B2B payments.

DocStar www.DocStar.com â&#x20AC;˘ 888-DOC-STAR DocStar ECM AP Automation The premier integrated AP automation solution provider. Cloud or on-premises. Mobile access. Intelligent data capture. Advanced workflow engine. ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.

Sierra Workforce Solutions

Metafile Information Systems, Inc.

3650 365F

Travel Expense Management

DATABASICS, Inc. www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization. Microsoft partner since 2004. DynamicPoint 365 www.dynamicpoint.com/expense-reimbursement/ 844-396-7646 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reimbursement with seamless integration to Dynamics. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More! Dynamics SL

Dynamics CRM

Online Trial Available

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

Mobile Enabled

H1 2018 | 73

HORIZONTAL

www.stockiqtech.com â&#x20AC;˘ 720-420-7946 Intelligent Supply Chain Planning Inventory planning & analytics, forecasting, promotion planning & multi-site replenishment designed for Distribution, and Manufacturing.

DATABASICS, Inc.

Services Tornado Marketing, Inc. 365

Application Service Provider/Hosting Implementation Specialists www.iscorp.biz â&#x20AC;˘ 218-486-5095 Dynamics GP Customizations & Enhancements with Dexterity 20+ years, Dexterity customizations, enhancements, and new apps for GP.

MG Technology Group 365 3650 365F

www.mgtechgroup.com/about-us/ partner-program/ â&#x20AC;˘ 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 14+ years experience, you own the customer relationship, 100% US support.

Njevity, Inc. www.njevitytogo.com â&#x20AC;˘ 720-870-9700 Your Customers, Your Brand, Our Cloud Expertise NjevityToGo, the most trusted Cloud Partner of the Dynamics Community, provides our Partners Exceptional Cloud Experiences. Also, check out our amazing new SaaS offering powered by Azure at www.PowerGPOnline.com.

Cloud Computing

HR & Payroll Implementation & Consulting Integrity Data www.integrity-data.com â&#x20AC;˘ 217-732-3737 Comprehensive HR & Payroll Solutions for Microsoft Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering expert consulting, customizations, implementations and training - making your payroll system work exactly the way you want and need it to.

Custom Development Implementation Specialists www.iscorp.biz â&#x20AC;˘ 218-486-5095 Custom Development 20+ years experience, Dexterity, .NET, SQL, VB, MS Source Code Provider.

SERVICES

WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

Dexterity Development DexPros www.dexpros.com â&#x20AC;˘ 623-535-9216 Microsoft Dynamics GP Development Experienced Dexterity development of GP enhancements/integrations/ upgrades.

74 | GPUG Magazine

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

Member Organizations ERP Software Blog 365 www.groupbloggers.com â&#x20AC;˘ 888-800-0999 ERP Software Blog/ CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

International Software 3650 Systems 365 intlsoftwaresystems.com/ â&#x20AC;˘ 714-379-0545 Success Is in the Details Decades implementing ERP from Great Plains to Microsoft Dynamics GP .

Marketing Planning & Services

International Software 3650 Systems 365 intlsoftwaresystems.com/ â&#x20AC;˘ 714-379-0545 Success Is in the Details Personalized on-site or remote training. In English, French & Spanish!

Upgrades

Sales Tax Management Service

Avalara, Inc.

Implementation Services

Manufacturing Implementation & Consulting

KEY: 365 Dynamics 365

Training

3650 365F

International Software 3650 Systems 365 intlsoftwaresystems.com/ â&#x20AC;˘ 714-379-0545 Success Is in the Details 100s of successful Microsoft Dynamics GP upgradesâ&#x20AC;&#x201C;Itâ&#x20AC;&#x2122;s what we do best! Merit Solutions, Inc. 365 3650

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

Writing/Documentation Services The Partner Marketing Group 365 3650 365F

www.thepartnermarketinggroup.com 734-425-7414 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

365F Vertex www.VertexSMB.com/TheList â&#x20AC;˘ 855-221-5885 Vertex Sales and use tax automation for businesses of any size.

SharePoint Development DynamicPoint 365 365F

The Partner Marketing Group 365 3650 365F

www.thepartnermarketinggroup.com 734-425-7414 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

Dynamics AX

Dynamics GP

Dynamics NAV

www.dynamicpoint.com â&#x20AC;˘ 844-396-7646 Exclusive Source for Microsoft Dynamics & SharePoint Integration Portals, Business Automation Solutions & Custom Products integrated with Microsoft Dynamics CRM & ERP solutions.

Dynamics SL

Dynamics CRM

Online Trial Available

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

Mobile Enabled

NEED TO COMBINE MULTIPLE COMPANY DATABASES IN DYNAMICS™ GP? CRG Company Combiner™ Get started today at crgroup.com/Combiner Explore all CRGroup add-on solutions for Dynamics GP; including: Changer™, Re-Formatter™, AA Tools™, Merger Series™ and PA Cubes™ Learn more at crgroup.com/GP-addons Corporate Renaissance Group

Using Company Combiner, we were able to consolidate our FIFTY-FOUR GP DATABASES INTO ONE! The change increased daily productivity & reduced our GP maintenance and upgrade time. — Bobbi Powers-Hey, CoAdvantage

crg@crgroup.com 1.800.576.6215

ONE SYSTEM

ANY DEPARTMENT ANY PROCESS ANY DOCUMENT

GP Pro Client

Anywhere Client

SL Pro Client

Revolutionize your work life with KwikTag Why invest in multiple software systems for A/P, Expense, HR, Sales Orders and Contracts? Go with KTX, KwikTag’s latest system, to get enterprise-wide document management, plus: • Matching look & feel A/P automation for GP & SL users • Approval from anywhere on any device • Purpose-built features & integrations for A/P processes from start to ﬁnish • Accelerate decisions & achieve quick ROI • Eliminate paper/manual processes & save money Start with KwikTag KTX and get your work life back with ONE SYSTEM.

day average deployment time

80%

achieve ROI in less than a year

learning curve

888.KWIKTAG | kwiktag.com