H2 2018 by Dynamic Communities, Inc

H2 2018 â&#x20AC;¢ WWW.GPUG.COM

MVPs SHARE ALL The Future of Microsoft Dynamics GP Development

PowerApps and Microsoft Dynamics GP

A GREAT MARRIAGE

Microsoft Dynamics GP

MANUFACTURING

for dollars spent as warehouse technology

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contents H2 2018 www.gpug.com

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H2 2018 • WWW.GPUG.COM

MVPs SHARE ALL The Future of Microsoft Dynamics GP Development

PowerApps and Microsoft Dynamics GP

A GREAT MARRIAGE

Microsoft Dynamics GP

MANUFACTURING

In Every Issue 5 From the Chairman 7 From the General Manager 8 Events 10 Welcome to Our New Members 12 Meet Your GPUG Peers 14 15 33 42 43 48 57 60 62 63

Name That Photo Contest Chapter News Word Find Volunteer Corner: Tasha Orange Find the Logo Contest GPUG on Social Webinar Speed Read Academy Corner Trending Topics The GP List

Features 16 GPUG Amplify Takes on South Africa

Advertiser Index Absolute Value, a Lanham Company. . . . 75 Bond Consulting Services. . . . . . . . . . . 44 Business Computers (Time Matrix). . . . 32 Channel Marketing Alliance . . . . . . . . 61 Corporate Renaissance Group . . . . . . 29 Dynamic Communities’ Conferences. . . . 24 FASCOR . . . . . . . . . . . . . . . . . . . . . . . . . 4 HighJump. . . . . . . . . . . . . . . . . . . . . . . . 2 ImageTag, Inc.. . . . . . . . . . . . . . . . . . . . 76 MetaViewer from Metafile . . . . . . . . . . . 6 Microsoft. . . . . . . . . . . . . . . . . . . . . . . . 47 MSX Group . . . . . . . . . . . . . . . . . . . . . 41 Power BI - POWER PACK for Dynamics GP . . . . . . . . . . . . . . . . . . . 9 Power Platform User Groups. . . . . . . . 23 Share the GPUG Love . . . . . . . . . . . . . 11 Sierra Workforce Solutions . . . . . . . . . 53 Thank You GPUG Amplify Sponsors . . . . . . . . . . . . 18-19

20 25

What is PowerApps All About?

Tips & Tricks The Rule of Multis

Dynamics GP 2018 Web Client Has Come of Age for a New Generation

Tips & Tricks Confessions of a GP SQL Guy

Dynamics GP Manufacturing: All Your Questions Answered

The Future of Microsoft Dynamics GP Development

Humans of GPUG Darin Vialpando

Partner Showcase True|IT

50 52

Warehouse Wonders

Microsoft Showcase Pam Peterson

54 56 58

Partner Poll: GPUG Summit and Resources

Get Credentialed Today! CGB Enterprises, Inc. H2 2018 | 3

Are you looking for MORE from your Warehouse Management? SOFTWARE THAT CAN ACTUALLY Get end-to-end, real-time supply chain visibility and control with the ONLY tier-1 supply chain execution solution engineered specifically for Dynamics GP.  Off-the-shelf, seamless integration with Dynamics GP since 1999 [no third party or products needed] supporting POP, SOP & Manufacturing  Eliminate paper-based processes with real-time RF & Voice Technologies to reach 99.9%+ inventory accuracy  Advanced order fulfillment functionality to expedite processing & reduce labor costs

If you’re searching for more than your Dynamics ERP can deliver for your supply chain operation

You Can Expect More with FASCOR Stop Settling for Less Come see for yourself

Visit Booth #1044

 Dynamic Dashboards & Reporting for KPIs provides real-time visibility across all operational areas

 Integrated Multi-Carrier Manifesting with advanced cartonization to reduce freight costs & parcel dim-weight fees  And a whole lot MORE !

Add These Summit Sessions to your Agenda Turning Your Inventory from Liability to Asset bit.ly/IND-02 Distribution Excellence in the BIG BOX Era bit.ly/IND-09 Measuring What Mat Matters for Distribution

bit.ly/BI-11

888.8FASCOR | www.FASCOR.com | info@fascor.com

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Goingfrom to the the Next Level... gpug chairman

letter

Sherry Linares

The Best One Yet

more about future releases. All of this is brought to you by Dynamic Communities and the

hundreds of volunteers that give their time and talent to serve the community.

Rick Zich

M any of you will be reading this during GPUG® Summit. The conference

is the perfect example of what GPUG is all about. It’s the place where

you, Microsoft Dynamics GP Users, can come together to share your

ideas, continue your personal development in the product, and learn

the attendees’ investments to get to the event. I have spoken to countless people over the past At Summit, Users and Partners come together to share ideas that more than make up for

few years who have said the conference pays for itself in time-saving tips that were learned

and in formed relationships that are a phone call away when help is needed.

stepping up and taking charge of the group. The vendor showcased was professional and I recently attended our Arizona GPUG chapter meeting and felt very proud of the people

completely interested in what you and your businesses do. Dynamics GP conversations were

so lively that we thought a loud whistle might be needed to move us to the next meeting

topic! We all had a great time, and I know that Users brought questions and went home with

answers.

This is what GPUG is all about: The volunteers in the meetings, at the conferences, doing

the webinars, and on the forums who make GPUG the place to find those important answers

that Users need. I am so excited to see more new faces attending and presenting at Summit

Phoenix. It is going to be our best conference yet!

Rick Zich

Chairman, GPUG

H2 2018 | 5

Paperless AP Processing? No sheets, Sherlock.

Are your paper-based processes “eating” your profits? MetaViewer Paperless Automation for Microsoft Dynamics is designed with your budget in mind, robotically capturing information, eliminating paper-based processes, and automating workflow. Entirely developed by Metafile, MetaViewer reduces the per transaction costs as well as the long-term cost of ownership, while offering superior functionality and user experience in a tailored and affordable solution. MetaViewer — Premier Sponsor at Summit 2018 — Booth 645.

Paperless Automation for Microsoft Dynamics AX | D365 | GP | SL | NAV | CLOUD

Pitch The Paper Clips | www.metaviewer.com

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

letter

Sherry Linares

Expanding The Learning

This year’s event has an expanded set of educational tracks, giving attendees more topic

Bob McAdam

A s the 12th annual GPUG® Summit makes its sixth appearance out west, I’m

beyond excited and incredibly grateful to the scores of volunteer speakers

(we have more than 100) who are putting forth their subject matter

Microsoft Dynamics GP. Thank you one and all for everything you do. expertise, experience, and passion to quench your thirst for all things

areas to choose from than ever before. We’ve removed “Manufacturing” from the “Industry”

track and dedicated a stand-alone set of sessions to this area, freeing up more space for

distribution-related topics within “Industry”. We’ve added a “New to GP” track, which is

full of ground-floor learning for those who are just getting acquainted to our favorite mid-

market ERP system, and we’re now including a “Developer” track for the increasing number

of Dynamics GP development resources who attend Summit. They asked for it, and we’re

making it a reality this year and every year from now on. Our track tally now stands at a

dozen, and our overall session count in Phoenix will exceed 200. Every topic area you can

think of will be covered; our GPUG Summit planning committee has done a bang-up job!

of these folks appear in this issue of GPUG Magazine! Aleiha Hanson, our GPUG Wisconsin End Users and Partners alike are always presenting their subject matter expertise, and two

chapter leader in Milwaukee, was part of our GPUG Summit planning committee this year.

Aleiha plays a key role in the community, and I’m so pleased with all that she’s taking on.

Kerry Hataley, president of Nanook Software, is also featured in this issue. He’ll present more

than once in Phoenix, including defending his SQL Server Shootout title, having earned it last

year in Nashville. Kerry’s involvement in GPUG the past 18 months has truly skyrocketed,

and we’re all the better for it, too. Aleiha and Kerry epitomize what our community is all

about.

Remember that GPUG is your place to continue development, enhancement, improvement,

and utilization of Dynamics GP. With new code arriving each year now (Dynamics GP 2018

R2 releases October 1, 2018), let’s continue preparing together for what’s next in Dynamics

GP. Also, stay tuned for announcements around our 2019 calendar of events so you can begin

your planning sooner rather than later. Thanks for all that you do!

Here’s to a great Summit!

Bob McAdam

GPUG General Manager

H2 2018 | 7

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events

sessions meetings courses

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. Webinars

December 14 New Hire Quick Start – Get a Jumpstart on

October 2 SEO Series – New Trends in On-Page SEO (CMA) October 3 Posting Settings in GP – Control Your Posting Before

December 18 Financial Mania SIG: Analyze That! AA vs. MDA

October 5 GPUG Summit 2018 Preview: What to Expect,

it Controls You!

Logistics, and Q&A with GM Bob McAdam

October 9 Financial Mania SIG: GP Housecleaning October 26 R&B Fridays – Financial Reporting and Budgeting

Open Discussion with the Experts

October 26 New Hire Quick Start – Get a Jumpstart on

Microsoft Reporting and Budgeting Tools

October 30 Tables and Data Flow for the Accountant or End

User – Transactional Tables

November 7 Time to Reforecast – Preparing for Your Mid-year

Reforecast with Microsoft Forecaster

November 7 Tables and Data Flow for the Accountant or End

User – Transactional Flow

November 14 Partner Engagement November 14 19 Ways to Supercharge Your Marketing Planning

for 2019 (CMA)

November 16 R&B Fridays – Financial Reporting and Budgeting

Open Discussion with the Experts

November 20 Financial Mania SIG: Year-End Closing in

December 12 Partner Engagement December 12 How to Create Great Content that Breaks

Dynamics GP

Through the Webiverse Clutter (CMA)

8 | GPUG Magazine Microsoft Reporting and Budgeting Tools

Chapter Meetings

November 13 Pennsylvania (Philadelphia) November 13 Indiana (Indianapolis) November 13 Fort Lauderdale/Miami November 15 Idaho (Boise) November 15 Dallas/Fort Worth November 15 Colorado (Denver) November 16 Tennessee (Nashville) December 12 North Carolina (Charlotte) December 12 South Carolina (Charleston) December 14 Kansas (Kansas City) December 14 Florida (Tampa Bay) December 14 Seattle

Summit Phoenix

October 15-18

2018 Collaborate Canada Cities

November November November November November

5 Vancouver, BC 8 Calgary, AB 13 Montreal, QC 20 Toronto, ON 27 Ottawa, ON

December 14 R&B Fridays – Financial Reporting and

Budgeting Open Discussion with the Experts

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

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

Accessible Media Inc. (AMI) Advanced Radiology Consultants African Global Operations (Pty) Ltd Air Traffic Navigation Services Allen’s Tri-State Mechanical, Inc. APG NA Apollo Professional Solutions, Inc. ARC Document Solutions Avon Peaking Power Pty Ltd Balbec Capital Bidvest Bank Ltd Big Brand Tire Binary Candy Buchanan Pump Service & Supply Company, Incorporated C. Bennett Building Supply, Inc. CA Housing Finance Agency Canadian Foundation for Healthcare Improvement Canon Medical Research USA, Inc.

DATABASICS

10 | GPUG Magazine

Carter Motor Company Ceres Fruit Processors CIS GROUP LLC City of Port Alberni CommCare Corporation Compassion First Pets ConcealFab Corp Corporate Care Correct Care Solutions Crisis Response Network Daniel Island Company Dreamland BBQ Empath Health, Inc. Exeter Finance LLC Fravert Services, Inc. Friendly House, Inc. Fries Tallman Lumber (1976) Ltd FSC Franchise Co. LLC Ginseng UP Corp Gorilla Glue Groupe Stahl Hancock County Port and Harbor Commission Havtech Henry G Meigs, LLC Heritage Broadcasting Company of Michigan Home Care for Maine Hungry Howie’s IKMS Consulting (PTY) LTD

Optima Global Solutions

Imageworks Manufacturing Independent Consultant Independent Stave Company Information Control Company J&M Tank Lines, Inc. Jamestown Public Board of Utilities (BPU) Kissimmee Utility Authority Live Technologies Louisiana Organ Procurement Agency Managing Partner LLC MCWE Meadow Feeds Michael Saunders and Company Michigan Virtual Multichoice Africa MX Holdings US, Inc. Nevada Donor Network New Mexico Military Institute Northridge Capital LLC Original One Parts Petroservice Pride Milling Co (Pty) Ltd Progrexion Holdings, Inc. Regal Lager, Inc.

New GPUG PARTNER Members

Steve A Consulting

RetroFit Technologies, Inc. Rutland Regional Medical Center Salo, Inc. San Francisco Housing Authority Schweitzer Engineering Laboratories, Inc. Sonderegger Consulting Southeast Service Cooperative St. Therese of the Little Flower, Inc. Strategic Link Consulting The Arc of the Quad Cities Area The Dental Care Plus Group TNT Crane & Rigging TriMedx TROSA Vaco Technology Valicor Environmental Services Veneer Technologies, Inc. Willard Agri Service Wisconsin Independent Network, LLC

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peers

meet your gpug peers

It is so fun to see the support and comradery that happens on the GPUG® Open Forum every day. One such example stuck out in its glory when first-time presenter, Aleiha Hanson, shared her nervousness about presenting a webinar a few months ago. Within a couple of hours, at least 10 of our GPUG “seasoned” presenters, MVPs, and All Stars reached out to Aleiha with advice and words of encouragement. Here are a handful of those supportive mentors, back to share tried-and true-advice for those presenting at Summit Phoenix!

Jo deRuiter, Senior Consultant at Dexpro Dynamics

It’s easy! Just think RRRHB: Rehearse, Relax, Remove doubt, Have fun, and Be yourself. Above all, be yourself!

Belinda Allen, Business Intelligence and Training Programs Manager at Njevity (five-time Summit presenter)

My advice to first-time presenters is to have fun with your content. Be excited about it. Think about that one person in the room who is as excited about learning your content as you are about sharing it. By doing this, your enthusiasm will show, and your session will be great.

12 | GPUG Magazine

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

peers

meet your gpug peers

Mariano Gomez, Manager of Product Development at Mekorma I always recommend first-time presenters be knowledgeable of and confident in their material. It helps with the flow of the presentation and allows for those minutes of wit and laughter. And yes, there’s such a thing as being over-rehearsed, which makes presentations seem robotic.

Noah Moseley, Senior Consultant at MSX Group (10-time Summit presenter) My number one piece of advice to first-time Summit presenters is involve your audience. Make it interactive, even if it is just something simple like, “raise your hand if this is your first time at Summit”. I like to take questions throughout my presentations, not wait until the end. It makes the hour go faster and gives you time to breathe, too.

Dan Doolin, Senior Account Executive at Integrity Data

Remember that you have been selected to present because you are an expert in that subject area. You obviously know the information; it’s just a matter of organizing and presenting it in a way that is comfortable for you to present and easy for your audience to follow. Once you’ve done that, you will present with confidence while being relaxed and having fun with your Microsoft Dynamics GP peers.

H2 2018 | 13

NAME THAT PHOTO

CONTEST

What are these GPUG® Amplify South Africa attendees doing during this captivating event session? Submit your caption by emailing H1 2018 CONTEST WINNER Congratulations to Elise Rooney for her caption submission: “Thanks, but I’m the other Bill Gates…”

14 | GPUG Magazine

Captioncontest@gpug.com. The winning submission will be printed in the magazine’s next issue.

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c h a p t e r

Have you heard about Regional Chapter Meetings (RCM) yet? They’re happening in the U.S. across each of our User Groups.

GPUG® kicked this idea off in 2017 with the first RCMs in Orlando, Florida and Dallas, Texas. This past summer, we had RCMs in Tacoma, Washington (Northwest) and Orlando, Florida. RCMs are full-day events, including educational sessions, networking opportunities, and sponsor presentations. With multiple local chapters combining efforts for these events, the content and knowledge shared have been amazing. Collaboration with local chapter leaders along with guidance from chapter managers have made each event successful. Refreshments and facilities are funded by sponsors and without their support, these RCMs wouldn’t be possible. Thank you to the following sponsors!

ne w s

CHAPTERS UNITE!

Regional Chapter Meetings

ORLANDO, FLORIDA

NORTHWEST

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GPUG Amplify Takes on

S UTH

AFRICA

story by Bob McAdam, General Manager of GPUG®

or the first time in its history, GPUG hosted an in-person event off the North American continent in May of 2018. The inaugural GPUG Amplify South Africa was held in Johannesburg May 21st and 22nd with GPUG Academy classroom events along with the birth of a new GPUG chapter. Braintree, the largest Microsoft Dynamics Partner on the African continent, introduced the original event in 2017 when it was known as ReIgniteGP. Subsequently, GPUG was added to the mix as a formal organizer for this year’s event. Braintree’s top resource for Microsoft Dynamics GP, Pieter Cornelius, spearheaded the original event for his company and stayed engaged in 2018, making significant contributions to the success of GPUG Amplify South Africa.

16 | GPUG Magazine

Katie Froeber, Pieter Cornelius, and Angie Ryan pose outside the conference campus.

This year’s event was hosted at The Canvas Riversands, and 35 sessions across four unique tracks were delivered over the two days. Subject matter experts from three different continents contributed their knowledge and presented at the event. Due to a personal conflict at home, I was unable to attend this fabulous event. We did send my two colleagues, Angie Ryan and Katie Froeber, to Johannesburg, and to say that they enjoyed this unique trip to help deploy our first international event would be an understatement. It was a true, intercontinental effort, from sponsorship to speaking, and we thank everyone who helped make this event possible. Thank you! Working any event from a great distance can be very challenging, to say the least, and we’re grateful for all the help received. GPUG

“GPUG Amplify South Africa was very beneficial. Thank you to GPUG for this opportunity to bring everyone together. For Dynamics GP consultants who are not surrounded by other specialists every day, this was a good networking opportunity for me. I will definitely be back next year!” – Pieter Taljaard, systems analyst at Meadow Feeds Paarl

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THANK YOU GPUG AMPLIFY CHARTER SPONSOR

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20 | GPUG Magazine

What Is It All About?

story by Kerry Hataley, Nanook Software, GPUG® User Member

So, have you heard about PowerApps? Over the past couple of years, you may have heard talk about one of the exciting new product offerings from Microsoft called PowerApps. So, what is PowerApps? PowerApps is a SaaS (software as a service) from Microsoft that was first introduced in 2015 and went live in 2017. It is integrated into the Microsoft Business Applications group. Other products incorporated into the Microsoft Business Applications group include Microsoft Dynamics 365, Power BI, and Microsoft Flow. PowerApps provides advanced Users, administrators, and business analysts with the ability to create their own business applications that can be shared with staff and Customers. At this time, PowerApps is not designed to create applications that are sold to Users, but it can be utilized as an add-on feature for ISVs’ products. The PowerApps development interface utilizes a rapid development methodology and WYSIWYG (what you see if what you get) editor. It can assist with the creation of applications for the web and devices for iOS, Android, and Windows—all with a single code base. Building the app is accomplished via a browser interface. Supported web browsers for development include IE11+, Edge, Firefox, and Chrome. Safari is not supported at this time. The PowerApps Client must be installed on your selected devices before you can run any of the PowerApps you have created. The PowerApps Client manages the differences in the operating systems on various devices and allows you to create just one app and run it on different devices. PowerApps application works in the same fashion as Java or Containers.

What can I create? The question should actually be this: What can’t I create? PowerApps provides the User with the ability to build quick, simple, no coding required yet very informative apps, or you can create a very complex interactive app that connects to many different data connection points. With the utilization and inclusion of Flow and Power BI, you can develop apps that are truly enterprise in function. PowerApps has the capacity to create its own data stores by utilizing CDS for Apps (Common Data Service for Apps), or you can connect to your data with any of more than 200 data connectors that are pre-built and ready for your use. If that was not enough, and you are unable to find a connector for the data you want to access, you can build your own Custom Data Connector. This makes it possible to connect to almost any existing data source. Now, what business issues do we need to solve? How can PowerApps help remedy these issues? If you consider the purpose of PowerApps, it’s development can be separated into two distinct areas. The first area includes the reporting or composition of data. These apps focus on the presentation of up-to-date information by presenting data within the app from a back-end data source. PowerApps that promote this form of design include apps like: »» Catalog of Products – Current, detailed information is presented to the Customer including inventory levels and other important site-specific information that the Customer or sales force requires; »» Instructions – Replace the PDF or HTML of ”How to Do” something and transform this into a PowerApp. The underlying data is stored within the database file, so when you make a change, all staff/clients already have available the most up-to-date information. Think of your IT department needing a change management instructions manual to implement a task. The second area is the collection of data. These apps allow us to capture new data and/or change current data within a data connection point of the PowerApp. PowerApps that promote this form of design include: »» Expenses – Capture your expenses as you execute them. PowerApps can not only record information, but also take and attach photos. Enhance this feature with Microsoft Flow, and you can create an authorization stream for approvals. »» Asset Assessment – Create a simple app to perform a review of your asset conditions. By utilizing photos, you can include a current picture of the asset and record all the required information like date, time, reviewer, and other attributes you define. H2 2018 | 21

A great marriage! By creating a marriage of PowerApps and Microsoft Dynamics GP, your world can become so much more accessible and exciting. Imagine your salesperson at a client’s location, able to not only show the client information such as their order history and their profile information, but your salesperson is now also capable of creating a new order, adjusting a current order, or updating their profile information. Your salesperson could also create their sales call notes and track them to the on-site visit. Need auditing for your salesperson’s visit? Add in a signature, photo, or some other means to verify the sales visit took place. Why not take it to the next level: Allow the Customer to access the app and have access to their own data (security considerations and business rules would need to be addressed). We not only have interconnected Dynamics GP into this solution, but also Microsoft Dynamics CRM or Salesforce. How about those paper stock count pages from Dynamics GP: Are they not so ’80s? Do your current processes require you to print the stock count reports, have the warehouse staff do their counts and record them on the paper reports, and then the inventory clerk or manager enters that paper recorded data into Dynamics GP? Instead, create a timesaving (and paper-saving) PowerApp that provides you with the ability to easily complete your inventory stock counts on your mobile device, an app that knows what stock counts are open in Dynamics GP and allows the User to update the stock count for an item as it updates the stock count in Dynamics GP automatically. Do you have barcodes on your inventory bins? Include a barcode scanner feature from your phone’s camera—yes, this is also possible! (I have developed this app and used it for my PowerApps Shootout at the Dynamics GP Tech Conference in Fargo in August.) By utilizing the other business applications, PowerBI and Flow, you can create complex apps that will render Power BI tiles within the app, and by utilizing Flow, you can create workflows to your data collections done by the PowerApp’s application. Also, for those into Power BI, you now can embed a PowerApp custom visual. This enables you to pass context-aware data to the PowerApp and update data in real time, but this is more for the Power BI people.

Did you know PowerApps now has its own User Group? Visit www.powerappsug.com for more information.

Sign me up! To get started and to develop your own PowerApps, you just need to sign up with Microsoft at PowerApps.com. Once you create a PowerApps account, you are on your way to designing your own exciting apps! To help get started, Microsoft has initially stimulated us to think of different solutions by providing downloadable tutorials and interactive samples. As with all Dynamics business applications, take the time to investigate which model best fits your specific requirements and identify associated projected costs to your organization. Don’t forget to integrate the savings garnered from duplicate/wasted personnel time, removing repetitive input errors, and of course, wasted paper! PowerApps are solutions that make life easier. GPUG

22 | GPUG Magazine

t&t

TIPS & TRICKS

The Rule of Multis: Are You Outgrowing Microsoft Dynamics GP? story by Peter Joeckel, TurnOnDynamics

icrosoft Dynamics GP is the “grand old dame” in the Microsoft ERP fleet. Hugely successful, loved by many, and supported by the greatest Partner channel in the world, Dynamics GP continues to be a workhorse for thousands of companies around the world. As a mid-market solution, there are companies that have outgrown its capabilities as they grow and their business requirements become more complex. Understanding Dynamics GP’s primary functional constraints on a growing enterprise can help you decide if it’s time to “get fitted” for a more robust solution. For companies that currently use Dynamics GP but are outgrowing its capabilities, there are many questions regarding potential solutions and options: »» Am I using the software to its full potential? Perhaps all I am lacking is some education! »» Is there a third-party independent software vendor (ISV) solution that fixes my issues? There is a huge ecosystem of great ISV solutions that can enhance and extend the life of your Dynamics GP solution. »» Am I working with the right Partner to understand and fix my problems? As a common example, perhaps your Partner is great at the financial aspects of Dynamics GP, but as an ex-CPA firm, struggles with the nuances of a distribution or manufacturing company. »» What are my best options if I need to make a change? Many Dynamics GP Partners have taken on other competitive ERP solutions, but products like Acumatica and NetSuite are often just a “sideways” or lateral move rather than a true functional upgrade or improvement. Of course, the right answer is often complex and subject to unlimited opinion, but what if you just want a “rough idea” if it is time to seriously investigate a change? In my years of evaluating ERP solutions and extensive experience with larger and more sophisticated Dynamics GP implementations, I have found that a useful method for deciding if it is time to consider a new solution is the “rule of multis”. Each “multi” that you check off below on your current (or near-

future) functional requirements list is a clear indicator that it may be time to consider a change: »» Multi-Company »» Multi-LOB (line of business) »» Multi-Location »» Multi-Currency »» Multi-Country »» Multi-Language »» Multi-Dimensional Inventory or Financials The more line items you check off, the more certain it becomes that Dynamics GP may not be your best long-term solution. In some cases, one of the multis is all you need to torture your Dynamics GP and require an upgrade. Multi-company and multi-location requirements are especially noteworthy in the case where there are multiple production facilities or warehouses that create a complex supply chain. Multiple-currency, multi-country, and multi-language are especially challenging. Local business regulations and tax considerations are usually found to be critical in companies with these requirements. These localizations have become particularly challenging for Dynamics GP in recent years. Not as straightforward or common is the requirement for multidimensional inventory or multi-dimensional financial reporting. In many ways I find these to be the most challenging of the “multis” to understand, and therefore, the most difficult to implement. Having taken Customers from their existing Dynamics GP solution to other more complete Dynamics ERP platforms, I know many of the technical, and functional, pitfalls associated with that discussion. GPUG Peter Joeckel has 30 years of experience in the ERP world. He heads a unique team of highly experienced ERP and CRM professionals uniquely qualified and positioned to help Microsoft Dynamics GP clients and Partners transition into the Microsoft Dynamics 365 world. He can be reached at Pjoeckel@turnondynamics.com.

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MICROSOFT DYNAMICS GP 2018

Web Client

HAS COME OF AGE FOR A

New Generation

26 | GPUG Magazine

story by David Hatfield, Vital Partners, LLC, Partner Member

e’ve all heard it said, “You never get a second chance to make a first impression.” And for many of us, our first impression of the first Microsoft Dynamics GP Web Client was mediocre, at best. It was difficult to install, it had limited functionality, and it couldn’t run on any browser. So, many Users and Partners turned their backs on it and thought, “Why try and reinvent the wheel? The Dynamics GP Desktop Client has all the rich functionality I need.” Well, if that first impression has kept you away, it is time that you forget about that first bad taste and give the new Dynamics GP 2018 Web Client a second chance to make a great impression. Before we look at the many new features, it’s important to first answer the question as to why the Dynamics GP Web Client is so important. Why did they have to make it? To make Dynamics GP portable and available on any device, anywhere, anytime. And here is where we really must applaud Microsoft for having the foresight to see the direction of the ERP market and ensure that Dynamics GP stays in the mainstream. As Millennials will soon outnumber Boomers (see graph)1, Dynamics GP must change to adapt to how Millennials want to work. “The bringyour-own-device-trend (BYOD), for example, is at least in part a reaction to the Millennials’ near addiction to mobile devices. Workplace satisfaction matters more to Millennials than monetary compensation, and work-life balance is often considered essential.”2 So, to stay relevant in the workplace, and to compete with newer web-based ERP systems, Dynamics GP must be fully functional on any device, any time, anywhere, and the Dynamics GP 2108 Web Client now delivers the feature-rich, fully functional interface that all generations can enjoy. The most significant major overhaul for the Dynamics GP Web Client came with Dynamics GP 2016, when Microsoft replaced the Silverlight plugin dependency with the HTML5 code base. With HTML5, the Dynamics GP Web Client can now run faster, display more elegant forms, and better support third-party add-ins. But, the most exciting feature is compatibility with more devices and browsers. The Dynamics GP Web Client will run on iOS or Android as well as Chrome, Firefox, Safari, and nearly any other HTML5 compatible browser. Users are no longer restricted to a Windows laptop or the need to connect through a remote desktop connection. Users can work from their tablet and even their Apple or Android smartphones! If with your first review of the Dynamics GP Web Client you only saw the core modules, then you may not have noticed that Dynamics GP has added HR and Payroll, as well as Field Service, Project Accounting, and Manufacturing. Now that the Dynamics GP Web Client supports all modules on all devices, companies should reassess their Dynamics GP deployment decisions. If Dynamics GP is installed on multiple workstations, converting to the Dynamics GP Web Client will reduce maintenance cost and give Users better mobility and flexibility on any device. Oh, but we use Remote Desktop you say? The Dynamics GP Web Client does not require a terminal server User license, and the resource requirements for the Dynamics GP web server are much lower than for a terminal server. In addition, all companies using Dynamics GP should look at implementing the self-service features with the Dynamics GP Web Client. Companies using the Dynamics GP Payroll module can give employees access to their paystubs and allow them to update direct deposit information and W4 selections as well as change address, emergency contacts, and other employee profile information. Aside from payroll, selfserve Users can also enter project time and expense and submit requisitions in the Dynamics GP Web Client. And what is amazing is that all this functionality only costs $60 per self-service User, compared to $3,000 for the full Dynamics GP User license. And now in the Dynamics GP 2018 Web Client, Users have some functionality that previously was only available in the Dynamics GP Desktop Client. H2 2018 | 27

AutoComplete Just like in the Desktop Client, Dynamics GP will remember previously entered values on a field and give the User a drop-down list to select as they begin typing. Items can be selected from the drop-down menu, and the full value will be autocompleted on to the field. This is extremely helpful to speed up the data entry process.

One Click Access to SmartList Prior to Dynamics GP 2018, it took several steps to find and open SmartList, but now a new link has been added on the top-right header bar of the Web Client window labeled SmartList, for easy access.

Bank Reconciliation Window Users can now maximize the Bank Reconciliation window to have a similar view of transactions as in the Desktop Client. This reduces the amount of scrolling needed to find transactions. But with all these enhancements to the Dynamics GP Web Client, it won’t mean anything if you aren’t confident in the security of the system to deploy it on the web. However, you should be pleased to know that Microsoft has taken four significant steps to ensure that Dynamics GP data is secure when using the Web Client: Encryption – The Web Client requires a fully encrypted login. In addition, all client-server interactions are encrypted as well. The Web Client uses secure sockets, or https, meaning that it requires certificates on both the client and server sides. Windows Authentication – The Web Client requires Windows Authentication to access the landing page, which mitigates the risk of a “Denial of Service” attack. This also gives administrators greater control to limit who has access to the Dynamics GP Web Client within the company. Existing Dynamics GP Security – The Web Client uses all the existing role-based Dynamics GP security settings assigned to Users. Elevated Trust Mode – The Elevated Trust Mode is required for most printing and BI functions, as well as saving and opening files. If Elevated Trust is not enabled, an icon in the taskbar will appear, and Users will receive several dialog boxes requiring them to override the settings if they try to perform any of the actions requiring Elevated Trust. And there is an additional bonus! The Web Management Console enables administrators to manage Web Client Sessions and Tenants, giving them the ability to track who is logging in to the Web Client and when. So, if your first impression left you with a wait-and-see attitude, the wait is over, my friend! You should be able to now see that the Dynamics GP Web Client has come of age, and just in time for a new generation that expects all the functionality within an easyto-use browser. Make a new analysis of your current Dynamics GP deployment and potential Dynamics GP self-service Users and begin a new deployment strategy that will improve employee productivity and satisfaction and reduce maintenance costs. GPUG http://www.pewresearch.org/fact-tank/2018/03/01/millennialsovertake-baby-boomers

https://whatis.techtarget.com/definition/millennials-millennial-generation

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Confessions of a GP SQL Guy story by Brent Olsen CPA, CMA, CITP, and senior ERP developer, ZAGG Inc.

Part One, Visual Database Tools Versus SQL In my experience working with Microsoft Dynamics GP, I have developed several ways to expedite development and address the inevitable data corruption by employing a rarely used feature inside SQL, the Visual Database Tools (VDT). In this article, I will share how I use this tool to manipulate data inside Microsoft’s SQL Server Management Studio (SSMS). I will also point out some other VDT benefits, and in the next article, share tips to make your SQL code less dangerous if you prefer that method. I believe that VDT is useful for both new and experienced SQL Users in a variety of situations. This article assumes a basic working knowledge of SSMS.

Visual Database Tools VDT is an artifact from an early attempt by IBM to develop a graphical query language to compete with SQL. Like the Query by Example (QBE) interface that Microsoft Access offers, the Visual Database Tools add a graphical interface inside SSMS which is translated to, and executed as, SQL code. For you noobs out there, this means that you can create a graphical request and then see how Microsoft thinks it should be written in SQL, a great way to learn how to code. For you old-timers, it is a quick and easy way to update/fix 30 | GPUG Magazine

data inside Microsoft Dynamics GP without the tedium and dangers of SQL update and delete statements. Let me show you a quick example of this. While posting a PM check batch, the A/P specialist picks up her laptop and runs to a meeting, aborting the remaining posting process. After running batch recovery, she determines that while the checks printed properly, she still shows invoice 115000 of voucher 00000000000000276 for vendor ADVANCED0001 as an open voucher still waiting to be paid. She finds a solution online which suggests she run the following SQL statement along with Check Links to clear this up: »» UPDATE PM20000 »» Set CURTRXAM = 0.00000 »» Where VCHRNMBR = ‘00000000000000276’

This sets the current transaction amount back to 0 which tells the system that the voucher is fully paid and ready to be sent to history. The Check Links routine then dutifully moves the paid voucher to history. Life is good. What happens if you highlight and execute only the first two lines? Without the WHERE clause, SQL will update all rows, setting each one to 0, and Check Links will send all open transactions to history. Life is not good (ask me how I know). This is how you perform the same task using VDT: In SSMS, expand the company database (two in this case), then

expand Tables and scroll down to find the PM20000 table. Rightclick on the PM20000 table and select “Edit All Rows”; this will open the table with all rows: Your first impression might be that this is a spreadsheet you can manipulate, and in many ways, it is, but at a very simplistic level. For example, you can double-click the column to adjust to the widest value, but you can’t sort the column on the fly or apply column attributes like you can in Microsoft Excel. In our example, we are looking to update the CURTRXAM to 0.00000 for the voucher. Once you scroll down to find the voucher, enter the value in the row and

an asterisk (altering the key field(s) making it unique) to simulate a table row insert. Stepping off the inserted row, you will receive a SQL error immediately if there is a problem with the trigger; if you test the trigger by entering or updating a transaction inside Microsoft Dynamics GP, the actual SQL error might be suppressed by the UI, and Microsoft Dynamics GP can hang with no elegant way to recover. On the other hand, pressing the Esc key in SSMS will reset the value to escape the errors. Also like in Excel, the entire contents of the table can be highlighted by clicking on the upper left-hand column/row cell. The contents can

column then press Enter or step off the row to commit (move up or down). The benefit here is that it’s quicker, and you reduce the risk of modifying more data than you intended to. I also use this for testing when developing table triggers. Changing the values in existing rows will test update triggers. If you highlight the row on the left, you can copy the entire row of data, scroll down to the bottom, and insert it back in on the first empty row which has

be copied and pasted into Excel or text editors like any other text data. Copy paste operations are memory intensive, so I don’t do this with thousands of rows in a table, but it is very handy for copying data into a temporary table that I use to integrate to Microsoft Dynamics GP with an integration tool or directly with an update SQL script. Inventory items seem to need a lot of regular updating. I keep a simple item temporary table available in a sandbox database H2 2018 | 31

outside of the Microsoft Dynamics GP company databases for the inevitable updates. Tables can hold millions of rows of data. How do you find the one you are looking for? This is where we get into the actual query aspect of VDT. There are three panes in the SSMS toolbar which are helpful during queries: The Criteria pane lets you enter criteria to build queries, sort, and filter the results. The SQL pane will display the underlying SQL script or query that will run based on the criteria, sorts, and filters entered. While the SQL in this example shows a simple select statement, you can still update data, which I find to be one of the most compelling reasons to use VDT. The Results pane, you guessed it, will display the results of your query. A fourth Diagram pane allows you to create relationships between tables (joins) but is beyond the scope of this article. If I need to join tables, I prefer to write it in SQL. If we enter the voucher number 00000000000000276 into the filter

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column and click Execute SQL, you will see only the one document in the results below. The CURTRXAM amount can be updated and will be committed when you step off the row. Be careful with your VDT data changes: Editing a table directly is open-heart surgery on your data, but then so is an update statement, so code responsibly!

Bulletproof SQL Update and Delete Statements Not sold on VDT? No problem. In our next article, we will look at how you can create more secure update and delete statements in SQL scripts to produce the same results we reviewed in the Visual Database Tools. GPUG For more information on Visual Database Tools, visit https:// docs.microsoft.com/en-us/sql/ssms/visual-db-tools/visual-databasetools?view=sql-server-2017.

wordfind Congratulations to Allen Schierholz of Forum Communications Company for winning the

H1 2018 Word Find. Your prize is in the mail. Below are 20 words and phrases 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 gift certificate; simply scan and email your entry to Wordfind@gpug.com.

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GPUG MYCOMMUNITY CGB ENTERPRISES GP WEB CLIENT LUNCHTIMEPHOTO

H2 2018 | 33

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story by Aleiha Hanson, Royal Basket Trucks, GPUG® User Member ow do you plan your manufacturing? How do you build your product? Why do you check that box? What does phantom mean? Should I build to order or stock? What is a route? Do I have enough inventory? These questions and more are the same ones we asked ourselves more than five years ago when we switched to Microsoft Dynamics GP. We looked to many different platforms before finding that Microsoft Dynamics GP had all the basic functionality plus custom options for us to utilize as we continued to grow. Today, we make to order more than 10,000 different SKUs and ship all over the world using Microsoft Dynamics GP Manufacturing. Whether you’re looking to Dynamics GP as a new solution for running manufacturing, or your company has been utilizing (or underutilizing) it for years, there’s always something to dig deeper into for more efficiencies or changes in a process. From a basic setup, it’s important to understand how much detail and automation are required for your day-to-day operations. As a GPUG community leader, and now trainer, I love being able to help fellow Users improve their experience within the solution. Here are a few of my favorite tips and tricks on how to work your way through item setup, BOM creation, routes, and more! »» When creating a new item, use the copy feature! It will default in many options (including those required for manufacturing) from another item; huge timesaver! »» Understand the manufacturing setup options for your items. How much automation, accountability, and data entry do you want or need? Fulfillment methods drive this! Choose Make to Order – Manual for no automation (but driving from sales demand–not to stock), choose Make to Order – Silent for automation (let the system create your MOs for you), or Make to Stock.

»» Windows must match! If you choose “make” in Item Resource Planning, your BOM should be treated

the same in Item Engineering Data. Dynamics GP isn’t happy if you set one window to make and the other to buy. »» Use the copy feature anywhere you can! Just like inventory, you can use BOM copy and route duplicate in manufacturing. Perhaps like us, you make an item that is available in multiple colors. The process is the same to make the item, and 99 percent of your materials is the same. Why type ALL that out? Use the duplicate feature!

H2 2018 | 35

»» Like selecting your fulfillment method, you have an option between phantom and regular BOMs.

The best explanation I can share is this: If you want to report your inventory in levels (especially sub-assemblies), use REGULAR. If you want to reduce the number of MOs needed and run through inventory quickly, use PHANTOM. Recently we switched from using phantoms as we want to be able Keep your routes as simple as possible. Utilize work centers and operation codes! We to cycle count our sub-assemblies, consume our raw materials quicker for better inventory tracking, generalized route names to the type of product; since Microsoft Dynamics GP and giveour credit to our employees for be producing hundreds of components each day. »» Keep routes as simple as possible.need Utilize a work centers androute operation Weversus generalized ourAlso, by routes are your color-blind, it doesn’t different forcodes! blue red. route names to be the type of product; since Dynamics GP routes are color-blind, it doesn’t need a and ro creating generalized op codes, we can easily make updates to our labor times different route for blue versus red. Also, by creating generalized op codes, we can easily make updates changes quickly! to our labor times and roll changes quickly!

»» Know from where your inventory is coming and going. In the BOM, the “Issue From” is where the

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material in that level is being used from. The “Issue To” is the work center (not necessarily an inventory site) where the work will be done to that material. »» Let the sales/customer service team release manufacturing. By setting up items to “Make to Order – Silent”, when a sales order is created, it can automatically generate a manufacturing order, AND it will link to that sales order. Through the entire process you have a one-to-one relationship for this item. Know where your inventory is coming and going. In the BOM, the “Issue From” is where Best ofisall, when the MO is received complete, the material in that level being used from. The “Issue To” is theas work center (notit will push the item from backorder to invoice on necessarily an inventory site)order! where the work will be done to that material. the sales You’re ready to ship and invoice!

9. Where’s my inventory now that I built it? Microsoft Dynamics GP has TONS o to build your own reports using SmartList, SSRS, a

8. Let the sales/customer service team release manufacturing. By setting up items to many options for you “Make to Order – Silent”, when a sales order is and created, it can automatically generate

9. Where’s my inventory now that I built it? Microsoft Dynamics GP has TONS of reports » Where’s my inventory that I built Dynamics GPusing has TONS of reports and many options and »many options for younow to build yourit?own reports SmartList, SSRS, and other for you to build your own reports using SmartList, SSRS, and other reporting tools. But, if you reporting tools. But, if you need a quick snapshot of your inventory, I recommend need a quick snapshot of your inventory, I recommend simply running a Stock Status Report. Go simply running a Stock Status Report. Go To: Inventory > Reports > Activity > Stock To: Inventory > Reports > Activity > Stock Status. Select an option and print! We typically sort Status.bySelect an option and print! We typically sort by site and then enter a range. site and then enter a range. This is also great for checking that you aren’t negative on hand or This isinalso great for checking that you aren’t negative on hand or in allocations. allocations.

»» Manufacturing hard, II promise! It can be as be simple complex your company requires. Building 10. Manufacturing isn’tisn’t hard, promise! It can as or simple orascomplex as your company product can be automated (using silent MO generation), driven by MRP (best for replenishment requires. Building product can be automated (using silent MO generation), driven by inventory,) or simple entries like Quick MOs. Whatever size your company, whatever your widget, Dynamics GP Manufacturing is here to stay and can do it all! With all this flexibility and more, you’re sure to achieve huge success. Our community of Users, Partners and ISVs is here to support you along the way. Always be looking for a way to improve your efficiencies, save time with data entry, and have increased accuracy. We continue to be a growing company, producing tens of thousands of items each year. Just like you, we started at square one, wondering, “where do we start?”. We contemplated over phantoms versus regular BOMs, we set up various inventory sites and coordinating work centers, we continuously update our routing times and steps as we improve processes, and we even add or take away automation with our MOs. Why do we do this? Because we can. Dynamics GP Manufacturing can handle everything we throw at it, and our Partner is there to back us up and help guide our choices and implement them. Our success is only getting more prevalent in the versions to come. Are you on board? GPUG

Aleiha Hanson is IT manager at Royal Basket Trucks, Inc. and GPUG Milwaukee, WI chapter leader. She can be reached at Ahanson@royal-basket.com.

H2 2018 | 37

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of Microsoft Dynamics

Development

PowerApps, Microsoft Flow, and Cloud

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Belinda Allen (BA): I want to talk about the future of Dynamics GP ez development. We’ve been using tools like Dexterity, Visual Studio Tools, and even VBA with Dynamics GP. What is the first thing that comes to mind when I say this? Mariano Gomez (MG): I think about the first time I saw my first PowerApps and Flow presentation at the GP Tech Conference in Fargo a few years ago. It was clear to me that Microsoft was leaving a lot of the development in the hands of ISVs and Partners. As PowerApps and Flow have become the extensibility method for other Dynamics products, they also apply to your onpremises applications. Development environments like Dexterity and Visual Studio Tools, from what I understand, will receive very little in the form of enhancements and extensions from this point forward. Microsoft wants us (developers and Partners) to leverage these newer tools, like PowerApps and Flow, to create mobile and extensibility capabilities that Customers are seeking. I also think Azure deployments (of Dynamics GP) are going to become more the norm since these tools are available to Customers and Partners.

Stev eE

hat’s the future of development in Microsoft Dynamics GP? What tools will we use? What is Microsoft’s plan for developers? Good questions that I wanted answers to, and I knew just whom to ask, three amazing developers who are also Microsoft MVPs for Dynamics GP: Mariano Gomez (Mekorma), Steve Endow (Precipio Services), and David Musgrave (Winthrop Development Consultants). We talked about developing for Dynamics GP in the present and the future.

Beli nd

story by Belinda Allen, Njevity, Inc., GPUG® Partner Member and All Star

e rav sg

BA: Steve, I know you recently developed a Dynamics GP Search tool. What tools did you use for this? Steve Endow (SE): I used .NET, Visual Studio Tools, and Winthrop Development Consultants’ component that allows you to customize Dynamics GP menus (Visual Studio Integration Toolkit). Working with Dynamics GP, we’re used to accessing data directly, and we’re used to getting access to SQL Server. We have traditional tools that allow traditional development with low-level access to everything, whether that’s Dexterity, Visual Studio, or SQL Server. It’s a very powerful environment. It’s a different universe out there compared to what we are used to with Dynamics GP, having that finegrained detail control over every single element, down to the single debit. That’s powerful, and Customers need that. The Customers who need this are not necessarily $500 million companies. You can have a $2 million company with a complex business process because they are in a niche market, or they have highly tailored Customer service, or maybe they have really refined contracts that allow their customers to have flexible billing processes, or whatever the case may be. We have all those tools at our fingertips. If these Customers move to Microsoft Dynamics 365, NetSuite, or whatever, it’s a walled garden; you can’t get to that data. Yes, you can write a customization, you can pull data out, you can push data in. It becomes this seven-step, indirect, perhaps development-heavy process to what we would consider a simple “tweak” on how transactions are recorded in the GL. Dynamics GP is super simple; there is no middleware there. You’re not going through three layers of Application Servers and Object Servers and all that distraction. There is client, and there is server, with very little in between. It’s relatively lean. The client is fat, but everything else in between is lean. As a result, we can back-end high-volume data sets. We’ve got the tools in the traditional sense, which get criticized or mocked as not being modern or because they are not “auto mobile” platforms. Most of my Customers do not need to use Dynamics GP on the iPhone. You could, through the Web Client, it’s just not a killer phone app. MG: I can see the whole cloud vision, but the fact is that as far as Dynamics GP goes, many Customers are still using on-premises ERP. It’s because there is concern around the geography of data and concern around maintaining their proprietary data, along with other concerns. I do not feel like there will be any kind of flock to the cloud. Dynamics GP in the cloud is a whole different subject because Customers know they are running Dynamics GP. It’s not a “re-learn” of the system. To Steve’s point, maintaining the tools that we have for Dynamics GP today is just as important as it was 20 years ago, 15 years ago, 10 years ago. The good thing is, you have a very committed ISV base that is continuing to churn out products for Dynamics GP. As far as development, I do not think that is going to stop. Here at Mekorma, we are fully committed to Dynamics GP. H2 2018 | 39

BA: Let’s go back to PowerApps for a moment. With Microsoft’s promotion of “Citizen Developers” using PowerApps, how will this change the role of Dexterity development? David Musgrave (DM): You must separate your type of development. If you want development in the Desktop, aka Fat Client or the Web Client, it must be Dexterity. If you are going to work on the Fat Client only, you can get away with Visual Studio. The integrations that Steve does and the things you do in PowerApps are not coming through in the Dynamics GP Client. You must separate VBA, Visual Studio Tool add-ins, and Dexterity; all are working on the client with some on the Web Client and some not. But then you have some other tools that can come in on the back-end. This is where eConnect gets involved, and you have, I suppose, a little bit of the service-based architecture involved as well, although SBA is kind of front-end and back-end mingled. We’ve had discussions on the performance issues and stuff that SBA can cause. But, it does have its place because it can perform actions that are not integrations, which is where SBA can do things that the other methods cannot. BA: I get that, but there seems to be a big acceptance by Users of apps that run outside of Dynamics GP that feed data into it. This is where I’m thinking about the power of a tool like PowerApps. DM: You must think about the different tools, and you must split them. For example, I’m good at customizing the User interface. When it comes to integrations, I throw most of my stuff to Steve, because he’s the best. MG: At the same time, PowerApps is more the User interface part of the experience. Flow can do things. Flow can perform actions and call stored procedures, whether it is eConnect-based or not. You can basically make Flow do things. When Flow integrates with PowerApps, you have the UI with the action experience. As the name suggests, it’s somewhat of a workflow that leverages the tools to extend capabilities with mobile capabilities. It extends the desktop ability, too, with Canvas applications. You can now provide that “modern” look and feel to your application and still work with your Dynamics GP data. I think what David was alluding to is that you can manipulate and enclose all those experiences within the existing framework. Up to now, the only way I can see doing that is creating new custom stored procedures or leveraging the existing eConnect ones. Then suddenly, things become very interesting for Dynamics GP ISVs and Partners. They can take those tools and build more modern capabilities around Dynamics GP. SE: The one challenge I’m seeing with Flow and PowerApps, even with the on-premises data connector (the Gateway), is that every time I try to do something quickly, I run into a hurdle. Let’s say I just want to import a CSV file. I thought maybe I could use Flow or PowerApps to help this Customer import this CSV file. Right out of the gate, as far as I could tell, PowerApps did not support a file upload. Dang! I had to figure out the old-school way of “how do I allow them to import a file”. The new tools wouldn’t let me do it, so I had to go back to the old tools. So, what I’m seeing, in all my demos, is that the core functionality of Flow and PowerApps looks nice, but once you get down to “high-value” business use cases, they break down very quickly. You must have other skills and other tools to supplement those for the heavy lifting. For my Flow presentation at Summit, I had to do a Stored Procedure and a custom web service using Microsoft functions that make an API call to Avalara. This makes Flow a high-level concierge that says “you want to do something, great. I’ll call that for you and that for you.” Sure, there’s value there, but all the real work done behind the scenes was not Flow. That was all old-school technology using Stored Procedures, SQL, and Web Services. Selling Flow and PowerApps alone may result in disenchantment; it did with me. But, if you pair them with other skill sets, you can take those traditional tools, and it becomes a more accessible solution. BA: If you were talking to a prospective Dynamics GP User today, what would you tell them about the future of the solution as far as developing apps? SE: I’d say it’s amazing! Look what I did with GP Transaction Search.: One day to prototype that, and now my Customer is going from eight minutes to open a window to zero seconds to open the custom .NET window. They are getting search results from their 150 GB database in .1 seconds, one hundred milliseconds. What other platform can you do that in? Maybe it’s because I know the tools, but I thought it was a phenomenal demonstration of what can be done in Dynamics GP. MG: Yep! DM: What we can do with Visual Studio and what we can do from Dexterity from the client frontend, combined with the fact that we now mix and match, is powerful. A lot of my code is half in Visual Studio and half in Dexterity. For anything that Dexterity doesn’t do well, you can switch to Visual Studio and write yourself a wrapper function and call it good. We can make Dynamics GP do anything! The only limit is the imagination. Combining Dexterity with Visual Studio gives you amazing functionality. With the code I’m writing, I’m achieving some awesome stuff. I just wish I had more hours in the day. 40 | GPUG Magazine

MG: We’ve done very well in the Dynamics GP space with Visual Studio Tools and Dexterity. But I encourage people to keep looking beyond these tools because the capabilities are just flourishing. I’d like to see integrations working with Azure functions, for example. Those kinds of things are possible. Njevity is in a very unique position because you deploy Azurebased solutions and you deploy Dynamics GP in the cloud. If you keep the tools and the development platform close to where the data is and close to where your solutions are, then those things become more realistic by the day. Using Azure Functions, PowerApps, and Flow, those capabilities become even more key to extending the life of Dynamics GP beyond the desktop, and even beyond the browser. I think the possibilities are endless. Customers in the Dynamics GP space are uniquely positioned to leverage these modern platforms despite having what you would call a traditional “onpremises” ERP system. Dynamics GP has proven resilient to the evolution of technology. It’s probably the only ERP product Microsoft had that didn’t have to go through a re-write to produce a Web Client. Had they done that, it might have been the base Microsoft used for the new ERP cloud product. I’m kind of glad they didn’t though because Dynamics GP is a mature product. DM: The fact that it uses Dexterity is what has given Dynamics GP its long life. MG: Yes. DM: Because they made Dexterity work on the Web Client, suddenly everything written in Dexterity works on the Web Client. It’s like a switch turned on. BA: One final question for each of you. What is the next development tool or language that you want to spend time learning? MG: I’m highly interested in Python. It’s one of those things that makes me think “that is super cool”. I’d love to dive more into it. SE: I want to learn development in Azure, Azure functions, Azure Apps, and Azure Web Apps. I’ve currently built an onpremises .NET core API. That’s great and super slick. I develop it in Visual Studio, create a zip file, and drop it in an IIS directory. It’s up and running in two minutes. Fantastic.

What I want to do is develop the same Dynamics GP API in Azure, a total REST API/ JSON, the whole bit, with the exact same architecture. I’d like to see if I can do it on-premises, push it to Azure, deploy it, and have it up and running. I’ve already tested Azure functions, but in theory, Azure Apps, Web Services, durable functions, and all that should support a full-blown API in Azure. DM: Just yesterday I created my first standalone WinForm Visual Studio App, as opposed to a Visual Studio Tools add-in. It interfaces with my licensing, calls the licensing server, and calls some tasks that would be a pain to do manually. So, I just want to keep expanding my Visual Studio and C# skills. GPUG Author’s Note: It appears to me that these MVPs are super excited about the future of developing with Dynamics GP! This was such a fun conversation with three of my favorite peers. If you ever see them in person, grab them and chat; you’ll be glad you did.

Another Month End. Another Set of Financials. Another Bud et. Another Forecast.

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Tasha Orange | Senior Financial Analyst | US Assure

TE ER ER RN CO

needs some stress relief or to keep them occupied if I am researching something while they wait), and 4) of course there’s paperwork, lots and lots of paperwork (my organized chaos of work, hence my “dreamed my desk was clean” desk plaque).

Are you going to Summit Phoenix? Why? I am absolutely going to Summit Phoenix. I’m so excited that I’ll be making it back to Summit this year because last year was my first Summit, and it opened a whole new Microsoft Dynamics GP world for me. I really don’t want to miss out on the knowledge and networking available to me.

MEMBER SINCE 2016 Who do you follow on social media right now and why? I currently follow Will Smith because I think he’s just adorable and his posts usually make me smile (insert school-girl heart-eyed emoji here, lol).

N U L

E E T

R E N R CO

What is on your desk? Right now, EVERYTHING is on my desk, but to point out the particulars: 1) VariDesk attachment (because I can’t always just sit here) 2) hand sanitizer (an extra-large 67.6 fluid ounce container because that way I don’t have to say how I feel about germs) 3) handheld games, an assortment of mini games and buttons, Simon, Bop Its, fidget spinners, and more (just in case someone

42 | GPUG Magazine

What do you do when you’re not at work? It feels as if I am always working, and honestly, I love it that way. When I’m not at work, I am mostly a homebody taking care of everything that keeps my household running smoothly. But I must admit that at those perfect times that the sun/stars/ moon/work/home have aligned perfectly, I love to sit down and just read something that has caught my interest and takes me away somehow. I recently finished “The Heart Forger” and “The Wicked Deep”, and I am currently reading “Children of Blood and Bone”. My reading interests are more on the dark fantasy side at this moment, but I definitely mix that up here and there. What is the best advice you’ve ever received? The best advice I’ve ever received is “you get what you pay for” because I don’t take that strictly in the monetary sense. I take that advice metaphorically and apply it in many ways. Primarily though, I think about everything that I put into anything that I’m involved in, and I strive to get the best return on my investment while being and/or providing the best return on what others have invested in me. What is your favorite volunteer activity in the GPUG community and why? I am relatively new to the GPUG community, so I haven’t had the pleasure of getting to know all the volunteer opportunities available to me, but at the moment being our North Florida chapter’s co-leader is my favorite volunteer activity. I love the interaction with my peers, and I am devoted to finding ways to grow our chapter community. I strive to get our Members excited about the various GPUG meetings, opportunities, and initiatives so that we are all enthusiastically involved, together.

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

find the

logo

Can you find it?

While our logo shows up throughout the

magazine in conventional spots, it’s hidden in

only one place.

When you’ve found it, send an email

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

Congratulations to January Shelton from

Nixon Power Services for finding the logo

on page 27 of the H1 2018 issue of GPUG®

Magazine.

Let’s play again! Hidden somewhere between

ON-PREMISE

the covers of this magazine is our GPUG logo.

ROI Considerations – More Tech for Less

For most businesses, infrastructure, development, and IT management aren’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

to Logocontest@gpug.com with an

explanation of where and on what page it’s

at. We’ll choose a winner at random and will

highlight him/her in the next issue of the

magazine.

H2 2018 | 43

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MEMBER PROFILE

MEMBER Darin Vialpando

COMPANY Kroenke Sports & Entertainment

JOB ROLE IT Business Applications Manager

MEMBER SINCE 2015

Humans of

When you’re not at work, what are you doing? Spending time with my family, hiking, camping, and traveling are a few activities we enjoy together. I love sports and attending events (concerts included) at the Pepsi Center. I’m also an assistant scoutmaster for son’s Boy Scouts troop. He is currently a Life Scout working on his Eagle Scout rank. It’s a journey I have quite enjoyed doing with him.

What hobby would you get into if time and money wasn’t an issue?

Time and money not an issue, I’d love to collect cars. What boy didn’t love Hot Wheels growing up as a kid? I know I did!

What are some small things that make your day better? The first cup of coffee (non-Starbucks) and morning sunrise. A smooth drive into work. A smile back from a co-worker when you resolve a technical issue.

Have you started using Power BI, PowerApps, or Flow?

Yes, I use Power BI for tracking User activity and for other reporting in Microsoft Dynamics GP 2016. We also use Flow to manage HR and Payroll workflows.

What do you appreciate most about the GPUG® community?

Wow, there are so many things about the GPUG community to appreciate: Knowledge, people, and Partners, but what I appreciate the most is its resourcefulness. So many people willing to share and help others is what makes this GPUG group…well… DYNAMIC! I had to be a part of it, and that’s why I have and will continue to be a GPUG chapter leader.

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

H2 2018 | 45

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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 PU P G PU P G G G U U P P G G G U G G P G U G U G G P U G U G G G G G G G P P U G G PU GP G G G U U P P G G G G U U P P G G G G U U P P G G G G UG PU PU 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 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 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 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Partner Member Showcase

True IT MSP ERP CRM DEV

COMPANY True|IT

INTERVIEWEE Kevin Spaulding, Engagement Manager

PHONE 888-243-1016

EMAIL Info@trueit.com

WEBSITE www.trueit.com

HEADQUARTERS West Fargo, North Dakota

LOCATIONS West Fargo, North Dakota and Lincoln, Nebraska

46 | GPUG Magazine

ummit Group Software, now True|IT, started as a Microsoft Dynamics VAR in 2005 with offices in North Dakota and Nebraska. In 2017, Summit Group partnered with True|IT, with whom they outsourced their IT needs to for many years. “Merging with True|IT is a natural fit. They came to us about expanding their offerings to become a one-stop shop for Customers and all their IT needs,” Kevin Spaulding, engagement manager at True|IT, shares.

GPUG: Speaking of changing, what has changed for you in your role at True|IT? KS: Not much at all, to be honest. I’m in a similar role, helping our Customers get the most out of their solutions. When I walked into the office my first day at True|IT and saw the core values on the wall—Warm Fuzzies, Kaizen (which means constant improvement), and Loyalty—I knew I was in the right place. Those values fit my personality well and the whole team at Summit Group Software epitomizes those sentiments.

GPUG®: Many people in GPUG: I have to ask…warm the channel know about fuzzies? Summit Group Software KS: Haha! Yes, not many and its history of supporting people in technology lean on Microsoft Dynamics GP and warm fuzzies. We actually Microsoft Dynamics CRM, have a teddy bear as our now Dynamics 365. Tell us mascot because we don’t more about True|IT. think technology should scare Kevin Spaulding (KS): They you, it should comfort you. specialize in providing IT Ultimately, the world needs needs for Customers such more warm fuzzies. as servers, backups, phone systems, you name it. Now GPUG: Indeed! Love that that we’ve merged under sentiment. And how about one roof, we offer all that as Truett is True|IT’s mascot, helping kaizen. Do you have some well as Microsoft Dynamics bring more comfort to the world of examples of constant installation, development, and technology. No scare tactics for improvement at True|IT? support for Dynamics GP, this adorable teddy bear! KS: There is definitely no Dynamics CRM, Dynamics resting on your laurels here. 365, and Business Central. No matter how well something I see a lot of Partners going this direction to goes, we ask ourselves, “How could we have done become that one-stop shop for Customers. Merging that better?”. together ultimately makes it easier for our Customers A slight tweak we’ve made because of this is to use their software, speeds up how fast we can changing the process for Customers to more easily respond to their issues, and streamlines so many submit a support case ticket with us through other operational things we had to deal with before. email. This way, they don’t have to log in to our For example, I can submit a ticket to the IT team portal. They just email a fix-it ticket, and that feeds and have someone at my desk right away to help. directly into our system. Having IT right next to me is a game changer.

“With the help and support of True|IT, we have increased User adoption by maintaining a topnotch instance of Microsoft Dynamics 365. In addition, we have increased efficiency across our business teams through a customized Microsoft 365 billing system that is integrated with an internal data warehouse and utilizes both Scribe and Dynamics GP.” WEX Health GPUG: How do your ISV solutions fit into this merger? KS: Our two ISV solutions are now rolled under True|IT as well. We still offer PeakNFP for nonprofits, which streamlines time and material-based processes, and Peak Portals, which is a lightweight, easy-to-use portal solution in Dynamics 365 and can be leveraged in Dynamics GP as well. GPUG: So now that the merger is said and done, what’s next on the horizon for True|IT? KS: We want to grow but not just for the sake of growth. We’re carefully evaluating growth plans that help us expand into new markets while keeping and maintaining existing Customer

relationships top of mind. Our team has now doubled in size here in Fargo, so we are opening a new office to account for the increased headcount. GPUG: What do you love most about the GPUG community? KS: Definitely the comradery of it. It’s such a close-knit group. I grew up in a small-town community and have thought so many times how GPUG feels like that to me. There’s a sense that everyone knows your name, and everyone helps each other out for the greater good. Partners even play extremely well together. We’re all on the same team at the end of the day, and Dynamics GP Partners work together to solve problems. We play nice in the sandbox! GPUG

Microsoft Fargo Executive Briefing Center

Unlock a world of insight Contact Scott Steinmetz, EBC Manager at scotstei@microsoft.com to schedule your visit! H2 2018 | 47

GPUG ON SOCIAL GPUG ON SOCIAL GPUG ON SOCIAL GPUG

2018

#LunchTimePhoto step up and step out

story by Brianne van Reenen, ActivReporter Brand Ambassador, Partner Member

ashtags have been the inspiration for movements of change, community awakenings, gatherings of the like-minded, and new friendships. The hashtag #LunchTimePhoto is stirring up its own following in the #GPUG Twitter community as it calls for action to make space for ourselves in our daily hustle and bustle. While annual conferences allow us to come together now and again, the day to day of our professional worlds can be isolating and straining. Even @KristenHosman (Kristen Hosman) of Briware, who founded the hashtag #LunchTimePhoto, recently admitted that she realized weeks had gone by without her leaving her home for lunch. When the #LunchTimePhoto was introduced, a flurry of connection and life came to what otherwise might end up being just another task on our agenda–if it makes it there at all. We are now being inspired to use that time to share and encourage one another to get out of the office, move around, find new creative spaces, and even spend some extra time with friends and family. If you scroll through the recent posts of #LunchTimePhoto on Twitter, the feed will prove that our GPUG® Members are quite an adventurous and affectionate group. It also makes us want to join in on the question posed by @AdrianaADV1 (Adriana Di Vito of Generix Group) of where everyone is since there is beautiful scenery being shared. You can find out as the list of ever-growing participants is shared in the Monthly Recap blog posted on the GPUG Community Forum. Find your fellow Members, follow them, and grow your GPUG community. For instance, meet @VerbeekMark (Mark Verbeek) from Carstens, the lone, brave end User who regularly participates in #LunchTimePhoto. Being particularly fond of the #LunchTimePhoto of his son’s first time to ride a horse, I think it is safe to say that we all wish every #LunchTimePhoto was as fun and full of smiles! Mark was eager to use the hashtag as it fit with his goal to spend part of his day getting out of the office to help him refocus for the afternoon. Trading your traditional office space for one in nature is a common theme among GPUG

48 | GPUG Magazine

G ON SOCIAL GPUG ON SOCIAL GPUG ON SOCIAL GPUG ON SOCIAL GPUG ON SOCI

#LunchTimePhoto Members since nearly 50 percent of the photos in July were of outside scenery or activities. As one of the originators of #LunchTimePhoto, @steveendow (Steve Endow) from Precipio Services had the same idea of hoping to keep fueling his desire to get outside and find new, inspiring scenery during the lunch hour, and he often makes us all jealous of the tall, arching palms trees and sunny California seaside. Social media can be an amazing tool to help us make connections and learn more about both topics of interest and those we follow. It is also a great place to seek out support buddies. If you are a runner or aspiring runner, you will definitely want to check out @peter_edi (Peter Dalfen) and @ryan_burnham (Ryan Burnham) of k-eCommerce. Using their lunch break to train for marathons is certainly one-upping my pictures of me eating lunch with my cat. And who knows, maybe you will find a new running partner for those early morning starts before your next GPUG conference! With GPUG Summit upon us and the sea of people it brings, this is our chance to participate in the networking mecca for GPUG Users. Step up, step out, and use #LunchTimePhoto (and donâ&#x20AC;&#x2122;t forget to add #GPUG) on Twitter or LinkedIn. You never know who you might meet or what you might learn! #LunchTimePhoto #GPUG GPUG

H2 2018 | 49

feature

50 | GPUG Magazine

story by Kim Peterson, Dynamics Connections

n the Microsoft Dynamics GP space, ISV solutions are key to finding answers to challenges Users face. I’ve been told that an average supply chain User has 13 ISV solutions; supply chain happens to be the largest client base in Dynamics GP. These Users leverage industry specific solutions because they need to. The purpose of this article is to share why Users rely on ISVs to help in managing their inventory. Outlined below are questions we asked Users about some key ISV solutions. This should open your mind on what else your clients could be leveraging to improve their User satisfaction. What has been the most important contribution you have found from bringing in a solution to handle quality control? In my opinion, the most important contribution to PolyQuest, Inc. from bringing in a dedicated solution to handle quality control has been that we now have a single application, linked to our ERP system, to record all our quality data. We have released additional efficiencies through automating the generation of our certificate of analysis (COA) reports as well as other quality related reporting. Haresh N. Melwani, Information Systems Director, PolyQuest, Inc. Horizon International Quality Essentials Suite User Describe the inventory related challenges that you were facing prior to investing in a demand planning solution. How did the add-on solution help you address those challenges? Inventory based decisions were very “reactionary”. There was little global-level visibility on your stock status, and with an ever-increasing SKU count and varying lead times, time spent on a granular level was essentially impossible. NETSTOCK allowed for a visually pleasing way to understand your inventory and make important decisions in a relatively short time period. The dashboards essentially allowed you to tackle the “low hanging fruit” and deal with your biggest challenges first. Having a tool like NETSTOCK fundamentally frees up that time and cognitive processing energy. Any tool that can do that on a reasonable scale pays for itself very quickly. Richard Stevens, Product Manager, Stevens & Co. (Pty) Ltd. (Distribution Agents for Ryobi Power Tools (and others) in Africa), NETSTOCK User What has been the impact that industry specific solutions have made on your supply chain operations? The Container Management product has given us the ability to apply freight charges by volume for each item on an incoming container which has allowed us to more accurately price items based on their landed costs to our customers. It’s added an additional Dynamics GP window on the Item Card where cubic feet and weight can be added by item. This takes care of the calculations when it creates the receipt. It also gives our customer service and sales team an inquiry tool they use within Dynamics GP to find out when an item is expected to be at our warehouse, so they can communicate accurate availability to customers. We’ve seen great improvement in purchase planning as well as internal and customer communication because of Container Management. Ben Ochoa, International Hanger, Blue Moon Software User In what ways have you found having shipping software integrated with multiple shipping carriers with your ERP helps you improve the service you deliver to your customers? We are a heavy LTL company and ship all over the United States. One of our largest bottlenecks was quoting all the different carriers we use. It simply took a lot of time. With the integration of a shipping platform with our ERP system, it eliminated our bottlenecks and eliminated typing errors since our customers’ information is being pulled from accounting information. This saved us time and increased efficiency. Brad Halley, President, Weatherables, Pacejet User As you can see, industry specific solutions are timesavers which add the accuracy you need to depend on. With inventory, one wrong move can jeopardize your future. GPUG Kim Peterson is founder of Dynamics Connections. Her mission is to educate the community on solutions that enhance the use of Dynamics GP. She can be reached at Kim@dynamicsconnections.com H2 2018 | 51

Microsoft Showcase

Pam Peterson Support Engineering Manager Microsoft Dynamics GP/Analytics Microsoft Services

Submit your Dynamics GP feature ideas at https://experience.dynamics.com/ideas/

GPUG®: We featured you back in 2016, and as we all know, a lot can happen in two years! What has been the biggest change in your role since then? Pam Peterson (PP): It’s gotten a lot more fastpaced. People are expecting answers quicker than ever before. So, we’ve had to make sure we’re all on our best game to get info out as quickly as possible. Expectations are always rising, and we are doing our best to exceed them. From a Microsoft standpoint, we have gotten back to a culture similar to when I joined the support team back in the Great Plains days. For a while, we were stuck in a very corporate culture. With Satya on board, he’s turned that back around to be 100 percent focused on the Customer and what they expect and need. While the team never strayed from being Customer-centric, now we know and understand the importance of Customer service all the way from the top. Now more than ever, we are very focused on how we help and keep Customers happy. That has been a great change to see happen.

GPUG: It is amazing how the culture of a big company can really depend on its leader. You mentioned Customers expecting quick answers. How have you adapted to meet those urgent requests? PP: We have very succinct escalation processes in place to make sure no one is struggling for longer than they have to. The collaboration on our team is also enhanced with weekly meetings where we review longer cases and work together to get them resolved as quickly as possible. We are fortunate to have a very tenured team of individuals with

52 | GPUG Magazine strong product knowledge in many different areas who enjoy working together.

GPUG: What is the most common support question you get? PP: Our Users are smart, so there is no one common question. We have done a good job of deflecting items that are common or come up more than once so that Users can help themselves. If there are repeated questions on new features, or we released something that wasn’t easy to understand, we post a blog or an article out for the masses to find online. We definitely get more of the difficult, ugly issues that take longer to troubleshoot and resolve.

GPUG: Do you have any examples of those really ugly issues you could share? PP: I would have to say some of the worst ones are when it’s a specific problem for one User, a sporadic situation they can’t recreate at will but continues to happen for them. Those are the hardest to troubleshoot because it is so difficult to pinpoint the steps taken to recreate it in our own environment. It’s like a needle-in-a-haystack scenario. It could be some different click they did, some app they had running in the background, environmental, or a combination of those things. These are the ugly issues that take up the most time and are the most difficult to solve, but we have an amazing team of more than 30 talented professionals with the same end goal in mind: get it to work for the Customer. And I have to say, those long-running head scratchers can be some of the most satisfying to resolve! They definitely keep our jobs interesting.

If there are repeated questions on new features, or we released something that wasn’t easy to understand, we post a blog or an article out for the masses to find online.

GPUG: What does your team have coming up in the next year? PP: We’re already looking forward to the next release of Dynamics GP to post in October. We will be involved in the readiness efforts in terms of new feature documentation and blogs, so watch for those. We will continue to work closely with our development team to make sure feature requests we’ve heard from Customers get into this next

release. They are mostly fit-to-finish features we’ve been working on that are getting all the votes from Users. We encourage Users to visit the new idea site and vote on things they’re seeing that they want implemented; https://experience. dynamics.com/ideas/ is the best platform for getting requests onto our development team’s radar. GPUG

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H2 2018 | 53

feature

PARTNER POLL:

Why Utilize GPUG Summit and Microsoft Dynamics GP Resources?

story and research by Kim Peterson, Dynamics Connections

Ever wonder how others are learning more about Microsoft Dynamics GP? I did. So, I started to poll Dynamics Partners on…

What do you tell your clients are the key reasons for attending GPUG® Summit? What resources do you most value in learning more about Dynamics GP? Here’s what they had to say!

reason why clients go to summit

54 | GPUG Magazine

Content

14 Networking

10 GP Roadmap

Expo

Academy

way to learn more about gp

“Summit is the number one place to learn about Microsoft Dynamics products during the year. Partners, Customers, and ISVs are all there and ready and willing to share their knowledge. You will not find another business community like this anywhere.”

You Tube Yammer Webinars

– Bryan Wilton, President,

Talking to Clients

Columbus IT North America

“There are so many different ways to learn now compared to what we had access to 20 years ago in this business. YouTube is a great place to learn as well as the community (GPUG), where monthly webinars are plentiful, and where tactile information is supplied from Customers and Partners alike.”

PartnerSource/Forum Microsoft Literature ISVs Internal Consultants GPUG

– Bryan Wilton, President,

GP Test Environment

Columbus IT North America

When in doubt, turn to GPUG for top-ofthe-line resources, webinars, conferences, blogs, and more! Hope to see you at Summit Phoenix! GPUG

Google Expo at Conferences Dynamics Connections Conferences

Blogs

Kim Peterson is helping the overall Dynamics community in ISV education with her company, Dynamics Connections. She can be reached at Kim@ dynamicsconnections.com.

H2 2018 | 55

GET CREDENTIALED

TODAY!

Dynamics Credentialed Professionals (DCP), powered by GPUG®, is proud to offer a one-of-a-kind

credentialing program. DCP exams are written by an exam committee of Microsoft Dynamics GP experts. The exams are challenging, relevant, valuable, and truly test your knowledge of Dynamics GP. At Summit 2018 we will offer three Dynamics GP exams: GP Core Financials Setup & Functionality, GP Core Installation & Configuration, and GP Core Distribution. What’s in it for you? •

Receive the official Dynamics Credentialed Professional mark for e-mail signatures, social media,

blogs, etc.

•

Receive a certificate acknowledging your DCP achievement

•

See your name and picture published on the GPUG website signifying your accomplish

•

Dynamics GP skill level representation on your resume

For more information, please visit: www.gpug.com/credentialing

WEBINAR

SPEED

READ Overview of Basic Security in Microsoft Dynamics GP story by Jo deRuiter, Senior Dynamics GP Consultant at Dexpro Dynamics, Partner Member

Jo is a Microsoft Certified/Advanced Certified GP Professional and enthusiast who has over 30 years of experience in the fields of accounting and business intelligence software with 21 years of that exclusively Dynamics GP. Jo has

focused

implementing

and

supporting Dynamics GP and many of its various third party tie-ins. Jo loves to share her knowledge and help with the GPUG Community. She can be reached at Jo@dexprodynamics.com.

o, what makes up the elements of security in Microsoft Dynamics GP? One of the first things to keep in mind it is that Dynamics GP security is only “granted”; it’s not assumed. That means that every User in your system must have been given the permissions that they have. As soon as you set up Users, they cannot do anything in Dynamics GP until you give them access to companies and grant them access to the tasks to do within each company. It is also “Role-Based”, so the Users must be granted their appropriate roles. Every User created in Dynamics GP creates a User in your SQL environment. Each of the Users who are set up are then given a User assignment to the companies they should have access to. Users then need to be assigned User roles in each of the companies. Each of the User roles has at least one but possibly dozens of tasks assigned to those roles. Under each of these tasks is what I call sub tasks (these are the granular task details of what exactly Users can do in Dynamics GP). Other security available in Dynamics GP (out of the box) is Account Security and Field Level Security. With these you can limit the accounts certain Users post to or set a big variety of security around various fields throughout Dynamics GP. You can hide them or make Users enter passwords before being able to modify fields. One of the reasons that the system User who can create Dynamics GP User IDs needs a special login is specifically because this security right is authorized to make changes to SQL. Primarily it is to be able to add Users in SQL and grant access to companies. This is exactly what happens when adding a User.

Tips for Security

TIP: When adding Users or changing passwords, use the “Advanced SQL Server Options” to force Users to create their own passwords the first time they log in. This is the most recommended security for Users. Keep in mind that it will enforce the password policy of your system. Not SQL, but your Active Directory password policies are enforced here. TIP: When replacing Users with new employees or when adding employees to the team who act in the same capacity as other team members, copy User security, access, home page roles, home page content (quick links and reports), and area pages to the new User. This is quite a handy shortcut and ensures that Users are set up uniformly. TIP: If Modifying the Roles, copy the default roles (those with an asterisk in the name) and make your changes. TIP: When creating new roles or copying from existing, use the Role Name field to list in summary the permissions. This is the field that displays in the User security window. This will make it easier to know what you are granting. TIP: Make User security uniform to help with audits. TIP: Out-of-the-box security reports won’t work. Find one of the views that several of the MVPs have developed to help report on securities in an Excel refreshable or SSRS report. BIG TIP: If you have a sub-task and you need to see who exactly has access to this one specific sub-task, open that sub-task in any role at Administration>Security>Tasks. Highlight the sub-task, and in the bottom left corner, click to run the report-voila! You know who can do that! GPUG This webinar speedread is a summary of the tips and tricks shared in “New to GP: Basic Security Roles and Tasks” delivered by Jo deRuiter. Members may view the full webinar recording at www.gpug.com/ engage/recordings (search by webinar title). H2 2018 | 57

User Member Showcase

COMPANY CGB Enterprises, Inc.

INTERVIEWEE Kyle Malone, IT/System Administrator

WEBSITE www.cgb.com

HEADQUARTERS Covington, Louisiana with 150 locations worldwide

MICROSOFT DYNAMICS GP VERSION Microsoft Dynamics GP 2015 R2; in the process of upgrading to Microsoft Dynamics GP 2018 R2

NUMBER OF USERS 79 licensed Users; 200 Users set up in the system

58 | GPUG Magazine GB Enterprises has been an innovative and progressive leader in the grain and transportation industries since 1970, when it began modestly in a small office in St. Louis, Missouri with three employees. Today, CGB operates a global enterprise with more than 2,000 employees overseeing a diverse family of businesses and divisions, including loan processing, crop insurance, distribution, logistics, grain trading, wholesale fertilizer, retail fertilizer, terminaling facilities, and more.

Drastic Evolution of a Microsoft Dynamics GP Environment

When Kyle Malone began working at CGB Enterprises four years ago, the company was leveraging payables, receivables, and the shell of inventory management within Microsoft Dynamics GP. To say things have evolved since then would be a huge understatement. GPUG® had the chance to review the top five enhancements Kyle and his company have accomplished. Here they are:

Inventory Management

An important and major project Kyle and his team took on soon after he joined CGB was implementing a full-blown inventory management system that ties into their purchase orders (POs) and sales orders (SOs) as well as into scale systems that their trucks use to weigh their products. CGB implemented a robust add-on, Cinch, provided by Cultura, to integrate the scales data with Microsoft Dynamics GP, improving distribution and tracking. During this process, they added 50 new Users and implemented a PO system for non-inventory items. “All of our IT vendor invoices for the entire organization now go through our PO system,” Kyle explains. “We place orders with our primary vendors on their website and via a ‘punch-out’ process that creates a PO in our system where items and invoices all match up and integrate with Microsoft Dynamics GP.” This project solved a major pain point for CGB so that they can track in more detail the items they’re purchasing through the PO instead of digging into their general ledger (GL). Before this automated punch-out process, it was a lot of manual effort.

Consolidated Chart of Accounts

With more than150 locations and growing, it was crucial for Kyle and CGB to create a standardized chart of accounts (COA). Now that they have a standardized and consolidated COA, creating reports is much more streamlined and easier to maintain across the board. “Consolidated reporting has been our north star, so to speak, in implementing these different changes in Microsoft Dynamics GP. It is our number one objective. Consolidated reporting is a huge improvement for our finance and tax teams, and we need to account for the nature of our growing business. When we’re adding on more companies, we need to see performance from one, consolidated view,” Kyle shares.

Automated Stock Counts

Another enhancement that has resulted in large time savings for CGB is the automation of stock

The first step in generating stock count reporting is when Users simply “click go”, and it automatically creates the schedule that is a big list of items in their warehouse. counts. Instead of using what’s available within Microsoft Dynamics GP, Kyle has implemented a handful of add-ons to streamline the process and develop better reporting across all areas of the business. Those add-ons include Forms Printer, provided by Accountable Solutions, and Node Builder, SmartView, and SmartConnect by eOne Solutions. The first step in generating stock count reporting is when Users simply “click go”, and it automatically creates the schedule that is a big list of items in their warehouse. Subsequently, through FormsPrinter and SSRS, CGB generates the stock count schedule and exports it to Microsoft Excel. The Users walk around with their mobile device through the warehouse, count items, type numbers back into Excel, and then give the spreadsheet to accounting where a button is pushed, and the inventory count is automatically connected with Microsoft Dynamics GP using SmartConnect.

Fixed Assets Kyle and his team are undergoing the finishing stages of replacing CGB’s old Sage platform with Fixed Assets in Microsoft Dynamics GP to centralize data for each of their 150 locations. This change will make fixed assets accessible for everyone at their organization, helping separate divisions accomplish tasks only corporate could do before. Kyle expects major cost savings to result from this increased visibility and more accurate real-time reporting. During the preptime for this implementation, Kyle divided divisions into eight different scenarios with fixed assets and then planned enough at the beginning to sort out one master fixed assets template that suited all divisions. This template was crucial for standardization and roll-up reporting.

The Upgrade CGB is currently undergoing an upgrade from Microsoft Dynamics GP 2015 R2 to 2018 R2, and with 40 integrations to and from their Microsoft Dynamics system, that is no easy task. Yet the importance of upgrading lies in three reasons for Kyle and his Users at CGB Systems:

»» The agility to jump from version to version without having major stoppage time in between is a big driver.

»» They have encountered a lot of bugs in their current environment

between ISVs and Microsoft Dynamics GP, especially within the Fixed Assets module, a lot of which will be resolved after an upgrade. »» The opportunity to take advantage of new features and functionality available through the latest version of Microsoft Dynamics GP. CGB is not about jumping into a new version without proper planning. Because of their 40 integrations with 20 ISVs, they are carefully documenting their current setup, analyzing the need for certain integrations, and testing to make sure all integrations are compatible with the latest version. Their end Users get very involved in the upgrading process as well. Kyle and his team work with each department on a list of things they do in the system currently, and then they test within a development environment to make sure everything is in working order before the go-live date.

Summit CGB is sending more than 20 Users from its IT and accounting departments to Summit Phoenix as they like to have their Users as keen to Microsoft Dynamics GP as possible. Kyle explains, “The more powerful our Users are, the more value we get out of Microsoft Dynamics GP altogether. By putting our end Users in front of it, they can see it for themselves and understand what power they have and what they can do with Microsoft Dynamics GP.” In addition to Summit, Kyle participates in and enjoys all that GPUG has to offer: Open Forum, local chapters, and virtual webinars are just a few of his favorite things. Kyle advocated to renew the New Orleans Chapter in Louisiana and recognizes the importance of that local connection with peers. “Local chapter meetings are a great way for us to network and share our experiences. It gives Users additional context when dealing with system issues, and we all have a shared interest to help one another out,” Kyle concludes. GPUG

H2 2018 | 59

learn

academy corner

Looking for additional training? Check out our Academy LIVE virtual training classes! Watch, learn, and participate with your personal instructor from the comfort of your own office. Half-day, full-day, and even multi-day courses are offered on a variety of topics that are sure to meet the needs of you and your company.

Classes are constantly being added to the schedule; visit www.gpug.com/academy for a full, updated list along with course descriptions.

GPUG Academy Distance Learning Classes

GPUG Conferences and Events

»» Collaborate Canada | www.collaboratecanada.com »» Power BI World Tour | www.pbiusergroup.com/pbiworldtour

60 | GPUG Magazine

What Partners are up to…

Kari Foster, CMA Member, Journyx The Channel Marketing Alliance was formed to help Partners in the industry expand their sales and marketing expertise. Check out all the amazing things they’ve been up to over the past few months… Why did you choose to join the Channel Marketing Alliance (CMA)? I heard about CMA during Summit Nashville and was very eager to join. Even though there are lots of resources out there, I wanted to be part of a very special group of people in the channel who have their own set of challenges and hear what is working for them and to collaborate on ideas.

The Channel Marketing Alliance Powered by Dynamic Communities

The Channel Marketing Alliance powered by Dynamic Communities is the one source that channel marketers and channel Partners rely on for fresh marketing ideas, tools, training, strategies, templates, discussion forums, and much more. It’s free, and we invite you to join our alliance and start collaborating with your peers today! Visit https://www.channelmarketingalliance.com to learn more and join.

What benefits have you experienced? I’ve personally benefitted from the discussion forum. Having the ability to ask specific questions and getting feedback from other marketers have been great. For example, I’ve posted and received very useful information on getting more Customer referrals, channel conferences, and lead generation—and received great responses! CMA has helped to facilitate that connection with other marketers and build those relationships. What statement best describes CMA? CMA has been incredibly useful to me not just as a b2b marketer, but also as a channel marketer. Access to useful resources and education has been very helpful, including the webinars, library, case studies, discussion forum, and networking. Why should others join CMA? I would encourage others to join CMA for the relationships you will build and the collaboration to generate great ideas!

Congratulations Genius Series Graduates: Class of 2017-2018 After nine months of programming and networking, we are excited to announce our 2018 Genius Series graduates! Tara Grant (Jet Reports), Shawna Sharma (Qixas Group), Rod O’Connor (Briware Solutions), David Gersten (Bond Consulting Services), and Dale Haines (ImageTag) all successfully completed the program. In addition to the knowledge shared in this class, this group of marketers has built a camaraderie that will help them continue to share ideas and best practices throughout their marketing careers in the Microsoft Dynamics channel. H2 2018 | 61

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

62 | GPUG Magazine

TRENDING TOPICS

he GPUG® Open Forum is a place where connections are made and questions are answered. With more than 40,000 discussion posts, the GPUG online community allows fellow Microsoft Dynamics GP Users to share best practices, tips and tricks, and general knowledge with their peers. Highlighted below are two popular discussion posts from the Open Forum. Check them out and then take some time to share your thoughts, answer a question, and/or create your own post.

AP Inquiry by Document GP2018 So Slow

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

Identify GL Accounts with No Activity

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.

The List MOBILE Solutions at your fingertips

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

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

The List from 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 Automotive

INDUSTRY

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

HighJump www.highjump.com â&#x20AC;˘ 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more.

TrueCommerce

Slimstock www.slimstock.com â&#x20AC;˘ 970-420-1777 NEW: Slim4 Inventory Optimization for Dynamics Forecasting, supply planning, and inventory optimization for distributors, manufacturers, 3PLs, and retailers.

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.

Cross Industry Solution

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

Vicinity Manufacturing www.vicinitymanufacturing.com 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

Consumer Packaged Goods

Data Masons Software www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple. EthoTech, Inc. www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Frustrated by manually calculating complex commissions and variable compensation? Our clients were too, but now their commission problems are ancient history. Calculating commissions doesn't have to be painful.

KEY:

D365 Customer Engagement/CRM

64 | GPUG Magazine

ACOM Solutions, Inc. acom.com/electronic-payments/ 800-699-5758 Paperless Supplier Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platform gaining better control over cash, higher efficiencies and the ability to earn cash rebate revenue.

DiCentral www.dicentral.com â&#x20AC;˘ 281-480-1121 NEW: EDI Integration with Microsoft Dynamics DiCentral is the industry leader in providing managed EDI solutions for Dynamics 365 Business Central and Finance and Operations, NAV, and GP.

EthoTech, Inc. www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Frustrated by manually calculating complex commissions and variable compensation? Our clients were too, but now their commission problems are ancient history. Calculating commissions doesn't have to be painful.

Dynamics AX

Dynamics GP

Integrated Software, Inc. www.isiusa.com â&#x20AC;˘ 321-984-1986 Request For Quote Create RFQs for multiple vendors from a single RFQ Entry window. Compare Vendor responses. Auto-create PO's and/ or Sales Quotes. Seamlessly integrated with Inventory, Purchase Order and/or Sales Order Processing. 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. 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. Journyx Inc.

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. Nodus Technologies, Inc. www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric A web-based customer payment portal that automates A/R, improves cash flow, and provides security and convenience to you and your customers. 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.

Dynamics SL D365 Business Central/NAV

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

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!

Food and Beverage

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

Dynamics NAV

D365 Unified Operations/AX

Solver

Dynamics CRM

ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ Top Award winning, enterprise supply chain software designed for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of experience in the Food/Beverage industry. (WMS, MES, MRP, & more).

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

Online Trial Available

Mobile Enabled

Lean Manufacturing

Sana Commerce

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.

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.

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.

Manufacturing

ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ Top Award winning, enterprise manufacturing software designed for all types of Manufacturing, Distribution, & 3PL operations of any size. (MES, MRP, WMS, WCS, IIoT, Shop Floor & more.) 29+ years of successes.

Healthcare 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.

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.

Data Masons Software 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!

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.

KEY:

D365 Customer Engagement/CRM

www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

DocStar www.docstar.com â&#x20AC;˘ 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes. EthoTech, Inc. www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Frustrated by manually calculating complex commissions and variable compensation? Our clients were too, but now their commission problems are ancient history. Calculating commissions doesn't have to be painful.

Dynamics AX

Dynamics GP

Horizons International www.hzs.com â&#x20AC;˘ 800-287-8014 ext. 811 Horizons Manufacturing Suite Our Dexterity products deliver mixed mode manufacturing capabilities with BOM/formulas, co products, costing, MRP and PO editing, serial/lot, material holds, scheduling, jobs and quality in the Dynamics GP UI. 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 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.

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 NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

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 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

Mobile Enabled

H2 2018 | 65

INDUSTRY

StockIQ Technologies

Wolters Kluwer

INDUSTRY

www.SalesTax.com â&#x20AC;˘ 800-739-9998 CCHÂŽ SureTaxÂŽ Sales and Use Tax software for Microsoft Dynamics 365, AX, GP and NAV. Mitigate risk and streamline your workflow with tools and the sales tax rates and rules trusted by the IRS.

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 Solver

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

POS Centerprism www.centerprism.com â&#x20AC;˘ 800-814-6631 Centerprism for GP Full Spectrum software designed to eliminate the complexities of dealing with multiple vendors while dramatically reducing your cost.

Pharmaceuticals ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ Top Award winning, FDA approved software designed for GMP-FDA Manufacturing, Distribution & 3PLs of any type or size. 29+ years of success in the Pharmaceutical industry. (MES/MRP, WMS/QC/QA, IIoT, clean room & more) 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.

Professional Services

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.

Retail Centerprism www.centerprism.com â&#x20AC;˘ 800-814-6631 Centerprism for GP Full Spectrum software designed to eliminate the complexities of dealing with multiple vendors while dramatically reducing your cost.

D365 Customer Engagement/CRM

66 | GPUG Magazine

Wolters Kluwer

Transportation / TMS

FASCOR www.fascor.com â&#x20AC;˘ 888-8FASCOR; (888-832-7267) ext. 103 FASCOR TMS 3.X PARCEL/LTL/TL. Int'l & Domestic. Carrier Cert. UPS, FedEx, USPS & more. HazMat, ASN/EDI, RateShopping, Cartonization, Tariff mgmt, Adv Analytics.

Next Generation Logistics, Inc. www.DynamicsTMS.com 847-963-0007 ext. 136 DynamicsTMSÂŽ 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.

Dynamics AX

Dynamics GP

Wholesale Trade: Durable Goods

Centerprism www.centerprism.com â&#x20AC;˘ 800-814-6631 Centerprism for GP Full Spectrum software designed to eliminate the complexities of dealing with multiple vendors while dramatically reducing your cost.

k-eCommerce

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 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 NAV

D365 Unified Operations/AX

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.

Warehouse Management

Wolters Kluwer

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

Telecommunications

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

Horizontal Accounting ACOM Solutions, Inc. acom.com/electronic-payments/ 800-699-5758 Paperless Supplier Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platform gaining better control over cash, higher efficiencies and the ability to earn cash rebate revenue. Encore Business Solutions www.encorebusiness.com 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.

Aatrix Software, Inc. partner.aatrix.com/msdynamicsgp 800-426-0854 ext. 175 Aatrix COMPLETE ACA eFile Service Aatrix, the nation's 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

AIM Technologies www.aim-technologies.com/ acadashboard.html â&#x20AC;˘ 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/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.

Barcode Data Collection HighJump dynamicsgpwms.highjump.com/ 734-748-9291 HighJump Collect for GP The only warehouse management system that shares the GP database and posts transactions in real-time. Automate pick, pack, ship, and more. Integration with GP MFG, Vicinity and Horizons. Over 400 GP customers. 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.

Billing

Analytics

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

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.

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.

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

Budgeting

Flexible Solutions www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/ Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.

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 Jet Reports www.jetreports.com â&#x20AC;˘ 503-455-4632 Jet Reports Data Solutions Flexible Reporting, Fast Analytics & Controlled Budgeting. Solver

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.

Business Process Management DocStar www.docstar.com â&#x20AC;˘ 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes. 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.

Business Intelligence

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

D365 Customer Engagement/CRM

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

H2 2018 | 67

HORIZONTAL

Affordable Care Act Reporting

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!

Check Printing

Credit Card/Check Processing Winthrop Development Consultants

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

ACOM Solutions, Inc. acom.com/electronic-payments/ 800-699-5758 Complete Supplier Payment Automation for Microsoft Dynamics ACOM streamlines how you process supplier payments of any type via one intelligent platform- Cards, checks, ACH, EFT and more - gaining better control, higher efficiency & you earn rebate revenue too!

Century Business Solutions EthoTech, Inc. www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Frustrated by manually calculating complex commissions and variable compensation? Our clients were too, but now their commission problems are ancient history. Calculating commissions doesn't have to be painful.

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.

HORIZONTAL

Compliance ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamicsgpgreat-plains/ â&#x20AC;˘ 800-699-5758 Paperless Supplier Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platform gaining better control over cash and higher efficiencies with bank-level security to meet compliance. Binary Stream www.binarystream.com/GP-ARED 604-522-6300 Advanced Revenue and Expense Deferral (ARED) Efficiently and quickly receive payments from customers and gain control of your revenue and expense deferrals. 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.

Cost Accounting Corporate Renaissance Group crgroup.com/cost-allocator/ 613-232-4295 ext. 286 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.

KEY:

D365 Customer Engagement/CRM

68 | GPUG Magazine

ConnectBooster 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 A Token-based system to handle all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts. Choose to integrate with Cybersource or Verifone.

Data Integration 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.

Dynamics AX

Dynamics GP

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.

www.slimstock.com â&#x20AC;˘ 970-420-1777 NEW: Slim4 Inventory Optimization for Dynamics Forecasting, supply planning, and inventory optimization for distributors, manufacturers, 3PLs, and retailers.

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.

Distribution

ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ Top Award winning, enterprise supply chain software for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of advanced innovations. (WMS, MES, MRP, WCS, IIoT, Shop Floor & more). 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.

HighJump dynamicsgpwms.highjump.com/ 734-748-9291 HighJump Collect for GP The only warehouse management system that shares the GP database and posts transactions in real-time. Automate pick, pack, ship, and more. Integration with GP MFG, Vicinity and Horizons. Over 400 GP customers. HighJump www.highjump.com â&#x20AC;˘ 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more.

Dynamics NAV

D365 Unified Operations/AX

Slimstock

Dynamics SL D365 Business Central/NAV

Dynamics CRM

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. 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!

Document Management

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. 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

Mobile Enabled

E-commerce

Avalara, Inc. www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara Tax Compliance Automation Avalara helps businesses of all sizes achieve compliance with transaction taxes, including sales and use, VAT, excise, communications, and other tax types. Centerprism www.centerprism.com â&#x20AC;˘ 800-814-6631 Centerprism for GP Full Spectrum software designed to eliminate the complexities of dealing with multiple vendors while dramatically reducing your cost.

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.

EDI

Field Service Management

Data Masons Software www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

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.

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 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.

KEY:

D365 Customer Engagement/CRM

TrueCommerce 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.

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.

Expense Solutions wsTOOLS www.iscorp.biz/solutions/ wstools/ â&#x20AC;˘ 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 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!

Dynamics AX

Dynamics GP

Corporate Renaissance Group www.crgroup.com/AATools 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.

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Corporate Renaissance Group www.crgroup.com/reformatter 613-232-4295 ext. 286 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.

Dynamics CRM

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! 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. 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. Online Trial Available

Mobile Enabled

H2 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

HR Management

FieldConnect, Inc.

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.

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.

Inter-company Processing Binary Stream www.binarystream.com/multi-entitymanagement 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.

Inventory Management

HORIZONTAL

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. HighJump dynamicsgpwms.highjump.com/ 734-748-9291 HighJump Collect for GP The only warehouse management system that shares the GP database and posts transactions in real-time. Automate pick, pack, ship, and more. Integration with GP MFG, Vicinity and Horizons. Over 400 GP customers. HighJump www.highjump.com â&#x20AC;˘ 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more.

KEY:

D365 Customer Engagement/CRM

70 | GPUG Magazine

Invoicing Enhancement Binary Stream 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.

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.

Job Costing

Payables Enhancement

Sierra Workforce Solutions

ACOM Solutions, Inc.

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.

Manufacturing Enhancement

acom.com/electronic-payments/ 800-699-5758 Paperless Supplier Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platformgaining better control over cash, higher efficiencies & the ability to earn cash rebate revenue.

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.

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.

Metafile Information Systems, Inc.

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.

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.

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.

Payroll Enhancement

Nodus Technologies, Inc. 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.

www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric A web-based customer payment portal that automates A/R, improves cash flow, and provides security and convenience to you and your customers. Optional recurring/subscription billing, AutoPay, and payment plan modules.

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

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. 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! 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.

Portals

Journyx Inc. 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.

peakengagement.com/peak-portals/ 855-458-3783 Peak Portals Peak Portals drives deeper engagement for brands by enabling multiple engagement channels through a web portal for Microsoft Dynamics. The solution is easy to set-up, intuitive to use and affordable for any business.

Project Accounting 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.

D365 Customer Engagement/CRM

Reconciliation

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.

Reporting

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.

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.

Quality Control

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

Receivables Enhancement

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

Dynamics GP

www.jetreports.com â&#x20AC;˘ 503-455-4632 Jet Reports Data Solutions Flexible Reporting, Fast Analytics & Controlled Budgeting.

Dynamics NAV

D365 Unified Operations/AX

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. EthoTech, Inc. www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Frustrated by manually calculating complex commissions and variable compensation? Our clients were too, but now their commission problems are ancient history. Calculating commissions doesn't have to be painful.

Flexible Solutions www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup.

Sales Tax

Jet Reports

Solver

Royalty

Purchase Order Processing Enhancement

Horizons International

Peak Engagement

KEY:

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.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

H2 2018 | 71

HORIZONTAL

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.

Nodus Technologies, Inc.

Data Masons Software Wolters Kluwer www.SalesTax.com â&#x20AC;˘ 800-739-9998 CCHÂŽ SureTaxÂŽ Sales and Use Tax software for Microsoft Dynamics 365, AX, GP and NAV. Mitigate risk and streamline your workflow with tools and the sales tax rates and rules trusted by the IRS.

Security

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.

HORIZONTAL

Shipping/Manifesting

Supply Chain Management

www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple. 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.

KEY:

D365 Customer Engagement/CRM

72 | GPUG Magazine

System and Network Management

www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara Tax Compliance Automation Avalara helps businesses of all sizes achieve compliance with transaction taxes, including sales and use, VAT, excise, communications, and other tax types.

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. 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!

Workflow / Notifications

Time and Attendance

System Enhancement

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 NAV

D365 Unified Operations/AX

Journyx Inc.

Travel Expense Management

Dynamics GP

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

Avalara, Inc.

Wolters Kluwer

Dynamics AX

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.

Tax

TrueCommerce

DATABASICS, Inc.

Slimstock

StockIQ Technologies

Absolute Value www.absolutevalue-us.com â&#x20AC;˘ 678-389-7289 NEW: POS Data Analytics Get critical EDI 852 information from the retailerâ&#x20AC;&#x2122;s POS data. Understand the retailersâ&#x20AC;&#x2122; position in each store, analyze sales, respond to actionable alerts. Use with/without Lanham EDI or Lanham Demand Planning.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

Services Application Service Provider/Hosting

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

Manufacturing Implementation & Consulting 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.

Educational Services Dynamics Connections www.DynamicsConnections.com 218-862-5002 Dynamics Connections Dynamics ISV Education Partners can expand product and service awareness with Dynamics Connections quarterly educational sessions; covering 10 ISVs in 1 hour.

Marketing Planning & Services

HR & Payroll Implementation & Consulting

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

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.

Implementation Services

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

Managed Services

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

www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

Dynamics AX

Dynamics GP

Tornado Marketing, Inc. 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.

www.dabpartners.com â&#x20AC;˘ 813-965-1069 DAB Partners Dynamics ISVs rely heavily on referral relationships. DAB Partners offers outsourced services to help you grow and strengthen your referral partner network.

Sales Tax Management Service

Wolters Kluwer www.SalesTax.com â&#x20AC;˘ 800-739-9998 CCHÂŽ SureTaxÂŽ Sales and Use Tax software for Microsoft Dynamics 365, AX, GP and NAV. Mitigate risk and streamline your workflow with tools and the sales tax rates and rules trusted by the IRS.

Social Media

Member Organizations ERP Software Blog

Dynamics NAV

D365 Unified Operations/AX

DAB Partners

Marketing Monarchs

Dynamics SL D365 Business Central/NAV

Dynamics CRM

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Dynamics CRM

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