2017 Q3

Q3 2017 • WWW.GPUG.COM

SETTING THE STAGE IN NASHVILLE FOR GPUG SUMMIT STRIKING A CHORD

CREATING MEANINGFUL VISUALS IN MICROSOFT POWER BI

GOING TO THE CLOUD? PREPARE LIKE A PRO!

Now AvAilAble! Free wArehouse MANAgeMeNt solutioN For MicrosoFt DyNAMics gP users Empowering your operations with robust warehouse capabilities and superior manufacturing automation.

18+ years of experience streamlining and taking Dynamics GP to the next level

400+ successful WMS implementations

Visit highJump booth #831 at GPUG Summit or request free access at dynamicsgpwms.highjump.com to get started.

toll free: 800.328.3271

contents Q3 2017 www.gpug.com

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Q3 2017 • WWW.GPUG.COM

SETTING THE STAGE IN NASHVILLE FOR GPUG SUMMIT STRIKING A CHORD

CREATING MEANINGFUL VISUALS IN MICROSOFT POWER BI

GOING TO THE CLOUD? PREPARE LIKE A PRO!

26 27 36 40 44 45 48 56 57 59

What’s New on the GPUG Website

Anne Provost

16 20

Going to the Cloud? Prepare Like a Pro!

22

Tips & Tricks Tips for Creating Meaningful Visuals in Microsoft Power BI

28

User Showcase Wooster Motor Ways, Inc.

Word Find Trending Topics On Topic Volunteer of the Quarter: Steve Burney Name That Photo Contest Webinar Speed Read Academy Corner Find the Logo Contest The GP List, from The Partner Channel

Features 14 Humans of GPUG

Advertiser Index Aatrix Software, Inc.. . . . . . . . . . . 50-51 Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Corporate Renaissance Group . . . . . . 55 Business Computers (Time Matrix).

In Every Issue 5 From the Chairman 7 From the General Manager 8 Events 10 Welcome to Our New Members 12 Chapter News

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GPUG Events . . . . . . . . . . . . . . . . . . . . . 9 HighJump . . . . . . . . . . . . . . . . . . . . . . . 2 ImageTag, Inc.. . . . . . . . . . . . . . . . . . . . 76 Integrity Data . . . . . . . . . . . . . . . . . . . . 25 k-eCommerce. . . . . . . . . . . . . . . . . . . . 15 Mekorma. . . . . . . . . . . . . . . . . . . . . 38-39 MetaViewer from Metafile . . . . . . . . . . . 6 MSX Group . . . . . . . . . . . . . . . . . . . . . 33 Nodus Technologies, Inc.. . . . . . . . . . 42 Rockton Software. . . . . . . . . . . . . . . . 37 SalesPad. . . . . . . . . . . . . . . . . . . . . . . . 41 Sierra Workforce Solutions . . . . . . . . . 49 Strava Technology Group . . . . . . . . . . 75 StockIQ Technologies . . . . . . . . . . . . . . 4

Microsoft Showcase Errol Schoenfish

30

The Ins and Outs of Microsoft Dynamics GP Security

34 Partner Showcase eBECS 43 Tips & Tricks

Microsoft Dynamics GP Workflow – Don’t Let It Scare You; It’s Easy!

46 Partner Showcase Avanade 48 Microsoft Dynamics GP Users in the

“Other” Category

52

Industry Showcase Manufacturing

54

58

Tips & Tricks How to Handle Payments from Vendors for Credit Memos Get Credentialed Today!

Q3 2017 | 3

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

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Goingfrom to the the Next Level... gpug chairman

letter

Sherry Linares

Right Time, Right Place

premises and in the cloud, include enhancements with the HTML web client, improvements

to integration with Office 365, core application improvements for self-service, SmartList, and

Rick Zich

W hat an incredible time we are having in GPUG® right now. Even though

Microsoft has momentum on their new products, the GPUG Amplify

conference showed us that Microsoft Dynamics GP also has many new

things coming in the future. Exciting features and functionality, both on-

new features like paying invoices through credit card payments. There were 21 new features

in Microsoft Dynamics GP 2016 and Microsoft Dynamics GP 2016 R2.

Here at GPUG, we are continuing the story with great news from the Nashville front as we

prepare for GPUG Summit Nashville. We had a record number of registrants again this year! I

applaud you all for your dedication to continuing education with Microsoft Dynamics GP.

is nearing its release date. We know that more improvements to Workflow arrive soon, as well As Users, you can look forward to more exciting news soon: Microsoft Dynamics GP 2018

as optimizations to Financials and HR/Payroll. Simple yet impactful User experience changes

are coming also, such as improvements to the Doc Attach.

Open Forum are all pieces to the GPUG puzzle that come together to serve us all. I thank GPUG is here for you. Chapter meetings, conferences, webinars, and collaborating in the

you for your efforts to continually improve the community. Whether you are volunteering or

learning, you are part of the Microsoft Dynamics GP family, and I welcome you all.

Regards,

Rick Zich

Chairman, GPUG Advisory Board

Q3 2017 | 5

Paperless AP Processing?

No sheets, Sherlock.

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MetaViewer’s Fast Track solution is the obvious choice for eliminating the frustration and detective work caused by outdated paper-based transactions – Increase efficiency, eliminate errors, automate workflow, and achieve real-time visibility with full Microsoft Dynamics ERP integration. Everyone benefits – from AP to AR, and HR to the CFO, it’s elementary!

Pitch the Paper Clips and Get on the Fast Track with MetaViewer.

Paperless Automation for Microsoft Dynamics

D365O | AX | GP | SL | NAV | CLOUD

Pitch The Paper Clips | www.metaviewer.com Find us at Summit Booth 573

G PU GP G G G G UG UG PU PU GP G U PU P GP G G G G UG G PU GP G G G G UG UG PU PU GP GP G G U PU P GP G G G G UG U PU G PU GP G G G G UG UG PU PU GP GP G G G G PU P G U G P G G G G U G U PU P G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G PU GP G G UG U PU P GP G G G G U U P G G U PU P GP G G G G U U P P G G G G UG G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G P G G U U P P G G G G U U P P G G G G UG UG P G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU P G G PU GP G G UG U PU P GP G G G G U U P P G G G G G U PU P GP G G G G U U P P G G G G UG UG PU PU G G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G G P G U U P P G G G G UG U P P G G G G UG UG PU PU GP G G PU GP G G G G UG UG PU PU GP GP G G G UG UG PU PU GP GP G G G G UG PU P G U G P G G G G UG U PU P G G G G UG UG PU PU GP GP G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU P G U G G G G G UG U PU P G G G G UG UG PU PU GP GP G P G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G G PU GP G G UG U PU P GP G G G G U U P P G G G G UG UG PU PU G G U PU P GP G G G G UG U PU P G G G G UG UG PU PU GP GP G G G G PU GP G G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP P G U U P P G G G G UG U PU P G G G G UG UG PU PU GP GP G G G G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G U PU P GP G G G G UG U PU P G G G G UG UG PU PU GP GP G G G G U P G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G P PU P G G G U U P P G G U G P G G G G U G U PU P G G G G U U P P G G G G U U P G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU G G G G PU GP G G G UG U PU P GP G G G G U U P P G G G G UG UG PU PU GP G G G G U PU P GP G G G G UG U PU P G G G G UG UG PU PU GP GP G G G G U PU P GP G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G UG UG G G P U G G G U U P P G G G G U G U PU P G G G UG PU PU GP GP G G G G U U P P G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G 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 UG PU PU GP G G G G PU GP G G G U PU G UG U PU P GP G G G G U U P P G G G G UG UG PU PU GP G G G G U PU P GP G G G G U U P P G G G G UG UG PU PU GP GP G G G G U PU P GP G G G G G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP G P P G U G G P U G G U U P P G G G G U U P P G G G G U PU P GP G G G G U U P P G G G G U G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G UG PU PU 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Goingfto r o mthe t h e Next g p u g gLevel... m

letter

Sherry Linares

Howdy, Y’all!

Bob McAdam

F

or those of you that will join us soon at Summit, on behalf of the entire GPUG® team within Dynamic Communities, I want to formally welcome you to Nashville and our 11th annual GPUG Summit. Each year we ramp up to execute our Q4 flagship event with the excitement building as each week passes, and this year is no exception. Scores of talented volunteers as well as my superb colleagues have been working hard to craft a solid, Microsoft Dynamics GP-centric event for everyone. Our event location of the amazing Gaylord Opryland Hotel & Resort only adds to the enthusiasm. We’ve corralled a record crowd once again, topping our registration totals from Tampa last year, and our lineup of sessions covers all aspects of Microsoft Dynamics GP and nearly every end User role. We’re ready to go, and we hope you’re prepared for a very busy yet enjoyable three days.

To say that the GPUG community was all abuzz about Nashville the past 12 months would be an understatement. All my GPUG teammates are just as excited as well, and your time in this wonderful town will be as fun as it is productive. The GPUG planning committee has worked diligently to compile scores of sessions from the pile of ideas submitted earlier this year, and our tracks are chock-full of expert presenters speaking on the most prominent topic areas within Microsoft Dynamics GP. Our opening session on Wednesday morning will feature our friends from fabulous Fargo talking Microsoft Dynamics GP 2018, and our Thursday morning general session will celebrate this community with numerous awards and accolades. I’m looking forward to seeing everyone and congratulating the winners. Needless to say, it’s the best and most exciting job in the Microsoft Dynamics GP space, trust me.

Hearty thanks go out to our numerous sponsors and presenters. Without them, GPUG Summit would not be the event it is. These folks have invested time and resources to put their best foot forward for all attendees, and I cannot thank them enough. It is a privilege to call many of them good friends to boot. Thank you.

If you’re attending GPUG Summit Nashville, be sure to download the mobile app. Visit your app store or www.gpugsummit.com/app and install it right away as all edits, changes, and important messages will be updated there first. We received a ton of positive feedback last year and are taking that momentum forward with us, so please be sure you’ve finalized this quick task if you haven’t done so already and dig in today!

Thanks for making GPUG Summit Nashville a priority this year. My teammates and I will work tirelessly to exceed your expectations, and we hope that each and every one of you enjoys everything this event and this city have to offer. We’re here to help at the GPUG Base Camp or in the hallways, so please don’t hesitate to ask questions. We want this to be your best GPUG Summit ever, and we are confident that it will be!

Sincerely,

Bob McAdam General Manager, GPUG

Q3 2017 | 7

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

events

sessions meetings courses

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

GPUG Summit 2017

October 10-13 | Nashville, Tennessee

www.gpugsummit.com

Chapter Meetings

October 10 Miami/Ft. Lauderdale November 10 Detroit | Great Lakes Bay Region November 10 Detroit | Metro Detroit Area November 14 Miami/Ft. Lauderdale November 15 Colorado | Denver November 15 Connecticut | Hartford November 15 Wisconsin | Green Bay November 16 California | Irvine/Orange County November 16 Maryland | Baltimore/Washington, DC November 22 Florida | Orlando November 22 Canada | Montreal November 28 Pennsylvania | Philadelphia December 13 North Carolina | Charlotte December 15 Illinois | Chicago December 19 South Carolina | Charleston

8 | GPUG Magazine

Webinars

October 9 Certifications from the Association of Dynamics

November 8 Partner Membership Benefits November 10 New Hire Quick Start – Get a Jumpstart on Professionals

Microsoft Reporting and Budgeting Tools

November 10 R&B Fridays – Financial Reporting and Budgeting Open Discussion with the Experts

November 14 Lunch and Learn: Customer Solutions Shoot Out December 8 R&B Fridays – Financial Reporting and Budgeting

December 13 Partner Membership Benefits Open Discussion with the Experts

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

Conference Lineup 2018

Make plans to join your peers at these can’t-miss Dynamics GP educational conferences in 2018.

GPUG Amplify

Location and dates coming soon.

Dynamics GP Users & Partners Amplify brings together Microsoft Partners, Microsoft leaders, and business leaders in a quaint setting where questions can be answered, discussions will be had and connections can be made. www.gpugamplify.com

Summit EMEA

April 24-26. Ireland.

Dynamics 365, GP, CRM, AX, & NAV Users, Power BI Users User Group Summit is where you join your Dynamics GP User Group to take part in electrifying general sessions, essential peer-to-peer knowledge exchanges, product insight forums, and authentic networking opportunities. Same great Summit but based in Europe. This year we are excited to include Dynamics GP users in the fun! www.summitemea.com

GP Tech Conference

Location and dates coming soon.

Dynamics GP Partners

The only conference dedicated to the technical learning and educational opportunities for Microsoft Dynamics GP Partners.

This event will feature content tracks for developers, technical and consultant roles, and will include the chance to hear the latest Dynamics GP developments. www.gptechconf.com

GPUG Summit

October 15-18. Location to be revealed at GPUG Summit Nashville.

Dynamics 365, GP, AX, CRM, & NAV Users, Power BI Users The one place where you’ll take part in general sessions, essential knowledge exchanges, product insight forums, and authentic networking opportunities. www.gpugsummit.com Interested in showcasing your product & solutions at these conferences?

Sponsorship opportunities are available. Send inquiries to sponsorship@dynamiccommunities.com

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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

AACSB International Ag Business Solutions Air Way Automation Inc Alderwood Water and Wastewater District Alive Hospice Alternative Home Health Care APCHQ Apex Healthcare Partners LLC Apricity Resources Armada Global Armor Protective Packaging Ascentium Capital LLC Association of Christian Schools International Astrotech Space Operations Audigy Group Babington Technology BarCharts, Inc. BASIC BCDVideo BCforward Beacon Intermodal Leasing LLC BEHAVIORAL HEALTH SYSTEMS BALTIMORE Bell Mechanical Services LLC Beomwich & Smith Bermuda Civil Aviation Authority Big Brand Tire BIG KAISER Precision Tooling Inc. Bohemian Companies Boston Architectural College Bronner Display & Sign Advertising Inc CARING, Inc. Castle Group CB Technologies, Inc. Cedrom-SNi CERTIFIED OIL COMPANY, INC. CFRLTD Chambers Bottling Company, LLC Charlton & Hill Chicago Association of Realtors Childrens Home Society of NC CIM-Conseil

10 | GPUG Magazine

Classic Home & Garden Climatemp Service Group Coastal Cocktails Cogent Communications Colorado Agri Products Community Medical Centers Commuter Air Technology Compassion First Pets Composite Cooling Solutions Cook Illinois Corporation Cornerstone Hospice & Palliative Care Correctional Industries CPS Recruitment, Inc. Cross Country Healthcare CTC Global Corporation Custom Air Products and Services, Inc CW Suter, Inc. Dart Enterprises Ltd. Denver Museum of Nature and Science Diakon Lutheran Social Ministries Diamond V Ditch Witch Durham Geo-Enterprises EcoVest Capital eMagin Corp EMIT Technonolgies Fallbrook Technologies, Inc Family HealthCare FASWD LLC Five Guys Enterprises LLC Florida Keys Aqueduct Authority Folience Forcht Group of Kentucky Fort Bend Family Health Center Inc. DBA AccessHealth Fredericksburg Area Association of Realtors Fromkin Brothers Frontier Tubular Solutions, LLC Gainesway Garden Trends, Inc. Gasvoda & Associates, Inc.

General Equipment & Supplies Gift of Hope Organ & Tissue Donor Network Gordon and Betty Moore Foundation Graycliff Partners Green Bay Nursery Groupe Dynamite Harden Harvest Landscape Enterprises Headington Companies Health Care Navigator Hely & Weber Hines Trucking, Inc. Horizon Media Inc Horry County Solid Wast Authority Hospice of Michigan Howard Center Howard Hanna Human Technologies Hunton Group Icare USA Inc. IMC Companies, LLC Independent Stave Company Ingo Money, Inc. International Association of Assessing Officers International Systems of America ITEL Laboratories, Inc. Jacobs Entertainment, Inc. John Knox Village Joseph Cory Holdings, LLC Kawasaki Robotics Kentucky Municipal Energy Agency Kness Mfg. Co., Inc. Knoxville Hospital and Clinics Kretek International Leader Auto Ressources LAR Inc. LeadingAge California LeaseTeam, Inc. Legacy Funeral Group Lexington Health Network Lightstat Inc Little Rock Convention & Visitors Bureau

LogiQuip Longview Transit MACC Main Street Inc. Maria College Mark’s Plumbing Parts Mattersight Corp McCain Manufacturing MCWE Metropolitan Milwaukee Association of Commerce Midwest Medical Center Military Officer’s Association of America Millennium Rehab & Consulting Inc MKP Capital Management Morgan White Group, Inc. Mt. Elliott Cemetery Association Murphy Adams Restaurant Group, Inc. My Florida Regional MLS National Institute for Children’s Health Quality Nelnet Nelson Labs Netsmart Technologies Nissan Trading Corporation Americas North Canyon Medical Center North County Fire North Wales Water Authority Northeast Commercial Window Treatments Northern California Power Agency Northstar Midstream Nu-Calgon NYSARC, Inc. New York City Chapter Ohio Living OrthoIllinois Oscar W. Larson Company OwnersEdge Pacific Park Paper House Productions, Inc.

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

members welcome to our new members

Paper Mart Pieper Olson Veterinary Hospital, Inc. Planet Fitness Port of St. Helens Premier Manufacturing Premier Trailer Leasing Premise Health Priority Sign Proell, Inc. Progrexion Holdings, Inc QMES LLC Quality Group of Companies Recording Industry Association of America Regina Public Library Reliance Label Solutions Restaurant Application Development International Ricks Carpet and Flooring Showcase Robinson Lumber Company, Inc. Royal Hawaiian Services, LLC. Science North Select Education Group Semafo Inc. Seminole Feed Seroogy’s Chocolates Service Express

Aatrix Software, Inc. Arctic IT Avanade Asia Pac Avanade EMEA Avanade US Beyond Impact 2.0, LLC BlackLine BOARD Americas Bridgepoint Consulting BTP Technologies LLC CAL Business Solutions, Inc. Cogsdale Concerto Cloud Services Servpro Industries, Inc. SET SEG Signature Consultants Sisters of the Holy Cross Skikos Inc Skilled Trades Smith Travel Research Solomon Page Source Refrigeration Southwest Diagnostic Imaging, Ltd. St Marys Rugby League Club Ltd Standard Process Inc. Standard Wool (UK) Ltd Stronger Faster Healthier Suds & Duds, Inc dba Servall uniform & Linen Sugar Mountain Sun Optics Sun Trading LLC Superior AG Superior Forestry Service Synthetic Genomics, Inc. The Counseling Center The Kresge Foundation The Printing Plant The Sherwood Foundation The Starboard Group The Susan Thompson Buffett Foundation

ConnectBooster, LLC Consulting4erp.com Corporate Renaissance Group Critical Path Training DATABASICS Dexpro Dynamics LLC Ellis Business Engineering, LLC Floqast HSalim & Co. Inc. InterDyn Cargas ISC Software Solutions Kim Peterson KOPIS, LLC Thirty-One Gifts Timberland Regional Library Touchstone Health Services Tourism Saskatchewan TrackingPoint Triple S Inc Trustbridge Turner’s Outdoorsman UNFCU United Methodist Homes University of Washington University of Western States University Physicians’ Association US CareNet US Lacrosse Veneer Technologies, Inc. Veristor Systems, Inc. Vernon College W&G Harrison Limited W.E. Aubuchon Western Forms, Inc. Wholesale Alliance LLC Wiland, Inc. William Warren Group DBA StorQuest Self Storage Windsong Radiology Group, PC Wizard International, Inc WS Packaging Group

New GPUG PARTNER Members

Maner Costerisan mc2software, inc.

Nanook Software Roncometrics Square 9 Softworks StockIQ Technologies TD Carpenter & Associates, Inc. TimeClock Plus (Data Management, inc.)

TrinDocs True Sky

Meet one of our newest Members...

AHRC New York City is a family-governed organization committed to finding ways for people with intellectual and other developmental disabilities to build full lives as defined by each person and supported by dedicated families, staff, and community partners.

The organization that created the first school, workshops, day treatment programs, and community residences continues to meet the needs of the individuals served in its programs with a menu of support, programs, and services tailored to meet their specific wishes and needs.

“We joined GPUG in 2007, but at the time we did not maximize the benefits. After attending Amplify, it is clear the GPUG community is the space where we need to be, not just for myself as a power User but for our functional Users as well,” says A’Isha Torrence, assistant director of managerial reporting and analysis for AHRC. GPUG

Q3 2017 | 11

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

news

c h a p t e r

Chapter

HIGHLIGHTS

12 | GPUG Magazine

ne w s

Chapter of the Year

ROCHESTER NEW YORK Chapter Leaders

Elizabeth Grant Director of Accounting Ultrafab, Inc. Jacob Kirby Accounting Manager ConServe

The Rochester, New York chapter has been selected as the

Chapter of the Quarter for the Q3 issue. This chapter of almost 30

Members is led by Jacob Kirby of ConServe and Elizabeth Grant

of Ultrafab, Inc.

“What I enjoy most about leading my chapter is the networking

with like-minded individuals,” says Jacob. “Our roundtable

discussions are usually the most interesting and valuable pieces of

the meetings, which speaks to the importance of these chapters.”

Bob McAdam, general manger of GPUG®, attended the August

chapter meeting. The November meeting will be a Summit recap

where attendees can share their experiences and favorite sessions

and/or tips and tricks.

“It is so nice to be able to connect with fellow Members so close

to home that can help me find solutions to my problems,” says

Jacob.

» Tribridge’s presentation on Microsoft Dynamics GP 2015 resulted in this group’s most well-attended meeting (so far!) in 2017. » Goal for next meeting: Take a group photo!

G PU GP G G G G UG UG PU PU GP G U PU P GP G G G G UG G PU GP G G G G UG UG PU PU GP GP G G U PU P GP G G G G UG U PU G PU GP G G G G UG UG PU PU GP GP G G G G PU P G U G P G G G G U G U PU P G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G PU GP G G UG U PU P GP G G G G U U P G G U PU P GP G G G G U U P P G G G G UG G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G P G G U U P P G G G G U U P P G G G G UG UG P G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU P G G PU GP G G UG U PU P GP G G G G U U P P G G G G G U PU P GP G G G G U U P P G G G G UG UG PU PU G G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G G P G U U P P G G G G UG U P P G G G G UG UG PU PU GP G G PU GP G G G G UG UG PU PU GP GP G G G UG UG PU PU GP GP G G G G UG PU P G U G P G G G G UG U PU P G G G G UG UG PU PU GP GP G PU GP G G G G UG UG PU PU GP GP G G G G UG 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The Iowa - Des Moines chapter has been selected as the Chapter Leadership Team of the Quarter for the Q3 issue! This group of more than 25 Members is led by chapter leader Samantha Meier, accounts payable manager for Affiliates Management Company.

Samantha says, “The thing I enjoy the most about being a chapter leader is working with our chapter’s Members and having open communication/ dialog on what is working for them with Microsoft Dynamics GP and how to improve the way my company utilizes the system.”

In Samantha’s tenure, the highest attended meeting included a Member showcase by April Van Kooten from Hydro-Klean, also a

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Chapter Leader of the Quarter

SAMANTHA MEIER

Accounts Payable Manager Affiliates Management Company

member of the chapter leadership team, and an educational session of comparing and contrasting SmartList Designer to SmartList Builder.

» Goal for next meeting: Take photos of our growing chapter leadership team (but check out the photos above from our January 2016 meeting!) » If you have a topic you’d like to discuss at an upcoming meeting, send your ideas to Samantha!

HIGHLIGHTS

Chapter

Q3 2017 | 13

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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 U PU P GP G G G G UG U U G G G G P P G G U U P P G G U G PU GP G G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU G UG PU 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 PU PU GP GP G G G G G G PU GP G G UG U PU P GP G G G G U U P P G G G G UG UG PU PU GP G G U G U PU P G G G U PU P GP G G G G UG U PU P G G G G UG UG PU PU GP GP G G G G U PU P GP G G G G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G P P U G G P G G U U P P G G G G UG U PU P G G G UG U PU P GP G G G G U U P P G G G G UG 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 GP G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG P G U G G PU GP G G UG U PU P GP G G G G U PU P GP G G G G U U P P G G G G UG UG PU PU 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MEMBER PROFILE

MEMBER SINCE 2014

14 | GPUG Magazine

Humans of

MEMBER Anne Provost

What’s your number one priority at GPUG® Summit?

COMPANY TNR Technical, Inc.

What is one thing you learned via GPUG that sticks with you?

JOB ROLE CFO

The best way to realize the full potential of GPUG is to get involved – start or join a chapter, volunteer, present; you learn more when you are engaged. What you know has value: Share it!

To maximize the company’s investment in Microsoft Dynamics GP and gain insights into how to utilize it as efficiently and effectively as possible.

If you could have two wishes granted, what would they be?

To find my passion and to spend the rest of my life living it.

VOLUNTEER PROFILE Chapter Leader

GPUG Advisory Board

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

MEET US AT

BOOTH 538

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feature

Going to the Cloud?

Prepare Like a Pro! story by Steve Tanner, GPUG® Partner Member

o, your organization has decided to move your Microsoft Dynamics system to the cloud.

Now what?

Having supported many types of Microsoft Dynamics clients since the early days of hosting in 1999, the common theme I’ve seen from the most successful projects is the right level of preparation by the client.

When moving to the cloud today, the options are more varied, but the basic principles are the same. For some organizations, the answer can be as simple as spinning up a new server in their existing public cloud environment. For most, there are many steps to be completed to make the move with confidence.

The direction you take depends on why you’ve decided to move to the cloud in the first place.

The most common reasons for moving to the cloud include: »» You have minimal to no IT staff, so you want to outsource your Microsoft Dynamics infrastructure to a trusted provider. »» You want to get out of the hardware business, and you need flexibility to expand or contract your infrastructure as needed. »» You would like to take advantage of the Microsoft Dynamics Web Client, and you want to have a more secure and reliable platform for your Users. »» Your IT staff is too busy managing key operations systems to effectively manage your finance and ERP infrastructure. »» You have multiple sites, or have added new sites, possibly in different time zones, and can’t rely on your internal resources to effectively support all sites.

Each of these reasons determines a shift in certain responsibilities from in-house resources to your new cloud service provider (CSP).

Here is a grid of key responsibilities and options for outsourcing. There are many items that need to be addressed to have a successful Microsoft Dynamics deployment. Just because a vendor says that they can support Microsoft Dynamics in the cloud doesn’t mean that they are providing all the services needed for your project.

S

16 | GPUG Magazine

Microsoft Dynamics On-Premises vs. in the Cloud - Responsibility Grid Who Takes Ownership Under Typical Deployment Options In-House/

Public Cloud

Managed

On-Premises

i.e. Azure/AWS

Cloud for Microsoft Dynamics

Microsoft Dynamics Data Migration and Upgrades

Client/Microsoft Dynamics Partner

Client/Microsoft Dynamics Partner

Client/Microsoft Dynamics Partner*

Microsoft Dynamics Service Packs

Client/Microsoft Dynamics Partner

Client/Microsoft Dynamics Partner

Client/Microsoft Dynamics Partner*

Microsoft Dynamics ISV Setup and Configuration

Client/Microsoft Dynamics Partner

Client/Microsoft Dynamics Partner

Client/Microsoft Dynamics Partner*

Optimize Infrastructure for Microsoft Dynamics

Client

Client

CSP

Database Management and Tuning

Client

Client

CSP

Proactive Collaboration with Microsoft Dynamics Partner

Client

Client

CSP

Disaster Recovery Built Around Microsoft Dynamics

Client

Client

CSP

Server Operating System Patches

Client

Client

CSP

Infrastructure Planning and Management

Client

Client

CSP

Security Planning and VPN Configuration

Client

Client

CSP

Managing Server and Infrastructure Usage Costs

Client

Client

CSP

Scalable Server Infrastructure

Client

CSP

CSP

Broadband Redundancy at Data Center(s)

Client

CSP

CSP

Geographic Redundancy

Client

CSP

CSP

Electrical Power Redundancy

Client

CSP

CSP

Typical Microsoft Dynamics Infrastructure Responsibilities

The client working with their Microsoft Dynamics Partner handles this task in a similar way to an on-premises Microsoft Dynamics deployment. * In some cases, the Microsoft Dynamics Partner may also be the managed cloud provider, so these tasks may be bundled with their services.

Cloud service providers (CSPs) take primary responsibility for this section and may include details in their SLA. Client is primarily responsible for this decision or task.

As you evaluate which responsibilities you want to hand off and which ones you are willing to keep, you will be able to evaluate which CSPs and options make sense for your transition plan.

Ultimately, you will want to verify that your CSP is doing what you expect of them, and that your team understands that they are handling what is left.

If you’re like many Users of Microsoft Dynamics, you’ve been relying on your traditional laptop or desktop to launch Microsoft Dynamics or connect to data on your company’s servers. Now that you’re moving to the cloud, Microsoft Dynamics can be delivered in multiple User experiences.

Knowing which User experience you want to deliver to your team will help when communicating with your prospective CSPs. Q3 2017 | 17

Traditional Desktop Client

»» The look and feel of the desktop client is the same as you’ve used on your personal workstation. »» The desktop client is traditionally deployed using Microsoft Remote Desktop Protocol (RDP) and/or

Citrix. RDP requires that you have a secure connection to the CSP first, usually using a VPN; then you’ll be able to connect to the remote desktop. Citrix uses a small piece of software loaded on your workstation called a Citrix Connector that allows you to simultaneously connect securely and open the remote desktop. »» Tools such as Management Reporter and Integration Manager need a remote desktop to be able to function. »» Using Microsoft Office on the remote desktop requires server licenses of Office to be installed on the remote desktop server. These licenses are based on a named User requirement. The CSP can normally provide these licenses, or if you have an Office 365 E3 or ProPlus subscription, you can generally use your own licenses for this installation. »» Most Microsoft Dynamics third party solutions (ISV) are compatible with an RDP/Citrix option. ISV vendors can verify compatibility for you.

Export functions from Microsoft Dynamics and reporting tools to Microsoft Office will generally need to have Microsoft Office installed on your local workstation or device. Because this is a web-based User experience, there is the possibility of integration with Office 365 Online. Your Office 365 subscription for this client experience will be determined by whether you need online and/ or desktop installations of Office.

Microsoft Dynamics Web Client

»» The Web Client is a web-based view of Microsoft Dynamics. The look and feel is different from the

desktop client, but the ability to connect using a tablet, phone, or traditional desktop makes this a convenient option for a broad range of Users. »» The Web Client relies on a web server as part of the infrastructure and secure SSL (Secure Socket Layer) connections. A Microsoft Dynamics-focused CSP will understand these requirements and can address them with you. »» Export functions from Microsoft Dynamics and reporting tools to Microsoft Office will generally need to have Microsoft Office installed on your local workstation or device. Because this is a webbased User experience, there is the possibility of integration with Office 365 Online. Your Office 365 subscription for this client experience will be determined by whether you need online and/or desktop installations of Office. »» ISVs are not universally compatible with the Microsoft Dynamics Web Client. Please check with them to verify compatibility.

18 | GPUG Magazine

Remote Connection to Your Data through a Secure VPN

»» There are many scenarios where connecting to your Microsoft Dynamics data is needed. You may have

custom reporting systems, or other applications that read from or write to your Microsoft Dynamics data.

»» The important focus here is to ask about how to secure the connection between your Users and the data

center where your Microsoft Dynamics data is stored. This is most commonly secured using a VPN (virtual private network). A VPN can be a piece of software loaded on your Users’ workstations, or a more permanent site-to-site VPN connection between your office(s) network and the CSP’s data center. »» Some CSPs charge extra for this service and others bundle it in as an included feature of their package.

There are many reputable full-service Microsoft Dynamics hosting providers in the Microsoft Dynamics UG community that understand all of these issues and can speak to them with you and your Microsoft Dynamics Partner.

The PCI Security Standard Council1 has a simple framework that outlines a process to help with your selection of a CSP. I’ve applied it to the topic of selecting a Microsoft Dynamics CSP. »» UNDERSTAND your requirements first.

• Work with your Microsoft Dynamics Partner to develop a list of priorities that define your requirements.

• Reach out to the UG community to get their input on what they’ve learned in their move to the cloud. »» CHOOSE a deployment model that aligns with your needs. »» EVALUATE different service options. »» KNOW what you want from your CSP. »» COMPARE providers and service offerings.

• Is pricing based on consumption, flat rate, or per User?

• How does pricing change if Users or additional servers are added?

• How long are the agreements, and what is the process to change or exit?

• Is Microsoft Dynamics subscription licensing available to be included, or do you bring your own license? »» ASK questions of the CSP and verify their responses. For example: • What does each service consist of exactly, and how is the service delivered?

• What does the service provide with respect to security, system maintenance, disaster recovery,

and what is the client responsible for?

• How will the CSP provide ongoing evidence that security controls and system maintenance

routines continue to be in place and are kept up to date?

• What will the CSP commit to in writing?

• Are other parties involved in the service delivery, security, or support? »» DOCUMENT everything with your provider in written agreements, for example, SLAs/terms of service contracts, etc. »» REQUEST written assurances that security controls will be in place and maintained. »» REVIEW the service and written agreements periodically to identify if anything has changed.

By following these steps, you will have a mutually agreed upon cloud solution matching your requirements and expectations.

Moving to the cloud is becoming a more common option for Microsoft Dynamics Customers across all industries. You’re in good company and can reach out to your UG community for feedback and recommendations.

GPUG Steve Tanner is Partner account manager at Data Resolution. He can be reached at Steve.tanner@ dataresolution.net or 949-485-5677. He will present at GPUG Summit and will drill-down into this topic.

For more do-it-yourself resources, visit http://connect.dataresolution.net/taking-your-dynamics-to-the-cloud. https://www.pcisecuritystandards.org/pdfs/PCI_DSS_v2_Cloud_Guidelines.pdf

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Microsoft Showcase

Errol Schoenfish director of product marketing rrol Schoenfish recently celebrated his 30th anniversary with Microsoft; he joined Great Plains Software in 1987. (He started when he was 8.) To celebrate that longevity, GPUG® sat down with Errol for a trip down memory lane as well as a look at the future as Errol sees it.

E

GPUG: Tell me about your first day at Great Plains Software.

Errol Schoenfish (ES): I started in product support as part of a new hire class of 11 people on June 15, 1988. In that class, I met my wife, Cheri, along with two other guys who are my best friends: Tom Eide (who was my best man) and Mitch Ruud (who was one of our ushers). There are many lasting relationships that started with those 11 people.

We learned software for the first six weeks, which was fun for a freshly-out-of-college kid. It was like going to college but getting paid for it.

GPUG: Were you all training for the same role?

ES: Yes, we trained for core financials and then groups of us had focus areas. Some of us learned payroll, and others learned more of the inventory kinds of solutions. People naturally found their focus areas.

When we started on the phones, we had Customer and Partner teams, so you would primarily take calls from one or the other. I was on the Partner team, and when events like Stampede (the Great Plains Partner conference) happened, it was like meeting a pen pal that you’d been writing to for years. Meeting them in person was a highlight.

People don’t call support without a reason;

20 | GPUG Magazine there’s always a situation and opportunity behind it, so a number of us started doing training classes, which was a great way to meet those Customers and Partners face to face instead of over the phone.

GPUG: That’s a great start to a career. When did you transition out of support?

ES: I took an about-face and went into our development org, focused on quality assurance.

Because of my knowledge of how Customers tried to use the software, I was pretty good at breaking it prior to us shipping it. It was all about making sure the software was of the highest quality before we shipped it.

Then I did my three-and-a-half-year hiatus, selling and implementing the product with a Partner organization in Fargo, ND. I had such respect for what Partners did, and it was a great experience to put myself in their shoes and see what they went through.

I sold one of the first – what was originally called Dynamics solutions – when I started. It was Great Plains Accounting Series on DOS at that time, and I sold one of the first Windows Dynamics solutions.

GPUG: What made you come back to Great Plains?

ES: I came back as a Partner account manager because of Dave Knorr, who was and has been a mentor for many years.

One of the lines I remember while he was interviewing me is that he asked what I wanted to do in five years, and I told him I didn’t want to know. He said, “Well, guess what. At Great Plains, the job you’ll do in five years hasn’t been invented yet.”

That stuck with me. When I think about everything that has happened in the last 30 years, that’s definitely true.

I had the opportunity to move to Australia with Cheri – also from Dave – and she was instrumental in our ability to get acquired

by Microsoft and take all the APAC offices and move them into Microsoft, both physically and in systems and processes, and I did the same for our sales and marketing organizations.

When we were in Australia, Great Plains Software got acquired and so did Navision, so we did the same thing again. One of the lasting things from that time is that I have relationships with Partners from our time in Australia, and I continually search them out to have a beer while at events.

After spending two years in Australia, we came back to Fargo, and I held various roles in product marketing, including being on the original CRM team in 2003.

GPUG: Those are great stories. Looking back, where do you think the biggest learning curve was over the years?

ES: Can I say it’s yet to come?

GPUG: Of course. Do you think that is going to freak people out?

ES: I think it’s freaking people out now. As it relates to Partners specifically, this is a different opportunity as Customers are acting differently in how they purchase software. It used to be that the Partner would enter into a sales cycle knowing that they knew more than the Customer.

Customers are now entering the sales cycle at an estimated 65 to 70 percent decided, so the relationship has flipped.

And then there are the physical capabilities.

When I was working for that Partner org, it used to take me a day to physically put a disk in the computer and then replace that disk…48 times.

It now takes me three minutes to deploy a Dynamics 365 instance, and it’s already pre-configured to allow me to do things.

When you think about things that artificial intelligence will be able to do in the near future, we’re on the cusp of something pretty amazing.

GPUG: How do you think Customers and Partners should embrace that change?

ES: The thought process around how Partners will help Customers will drastically change over the next two to four years, and they need to think about their own Customers and how they can serve them.

For both Partners’ and Customers’ innovations, we’re soon going to be at a point where a bot can be programmed to answer questions online for somebody interacting with it. Businesses will succeed when they take a specific use case scenario and drive change based on that. Don’t get consumed by everything available. Pick one or two scenarios, solve for that, and move on.

There are so many things you can do, but don’t get scared and do nothing. I often use the analogy of trying to run a marathon. You can’t go from doing nothing for five years to running a marathon the next day. You create a plan and then start executing that plan. Doing nothing and then expecting results isn’t the right plan.

GPUG: Great analogy. Is there anything else you’d like to share with readers?

ES: One of the things that continually amazes me is the community that has been built around a set of products. When I talked about how fun it was to meet people in person after talking to them on the phone, it amazes me to see that still happening when people go to events now.

I hope people appreciate the overall community that’s been built, appreciate that something that started as a product focus turned into something different.

When I attend events, that’s what I’m excited about. I’ve talked about my dog, Katie, and how she’s helped me train for marathons.

I’ve told Customers that somebody from their organization has to be Katie the Dog if they want to create change. Problems don’t get solved on their own. If you’re not up every morning, wagging your tail and asking for a run, nothing will be done.

I’ve had Customers come up to me and say, “I’m Katie the Dog”.

It’s fun for me to see them get excited and be the one that made something happen for their company.

As I mentioned before, that opportunity to make something happen is getting larger and larger. The big curve is still to come.

GPUG

Q3 2017 | 21

t&t

TIPS & TRICKS

Tips for Creating Meaningful Visuals in Microsoft Power BI

by Belinda Allen, Partner Member

T

he more we learn about Microsoft Power BI, the more we want to build reports that help us run our businesses better. We want reports that point out what needs our focus and attention to improve our success, AND we want to know where we can capitalize on what is working right for us. Selecting the right visual and formatting (the visual) are essential for improving the value of any dashboard/report.

Let’s review how we can make a few visuals more meaningful and eye-catching; not just to make them prettier, but to make them easier to read and more powerful.

Avoid the Pie I’m not saying this as part of my perpetual diet plan. Pie charts may look cool, but it’s very hard to get a good visual. In the following two images, I put a red square around the same three pieces of data.

The pie makes it difficult to tell which of the three is the largest and which is the smallest. The clustered column chart next to it makes it much easier.

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

22 | GPUG Magazine

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

every morning on my watch!

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

Under One Condition If you are like me, you love playing with conditional formatting in Microsoft Excel. Power BI has conditional formatting as well.

Below is a simple table in the Power BI Desktop. This visual shows my customer list and the balance of each customer. I use conditional formatting to help see the higher balances in green, the lowest in red, and everything in the middle as yellow, with shade variations of these colors for the amounts in-between. How did I do this?

Where in the World?

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

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

When using the map visual, you can use data that is either a full or partial address, or you can use longitude and latitude.

Obviously, longitude and latitude will provide the most accurate map plotting, but the address works well, too. It is, however, a good idea to define which part of the geographical data a field represents. This can be done with data modeling right in the Power BI Desktop.

Open the data view by clicking on the data icon on the pane on the far-left side of the Power BI Desktop. If you have more than one data source, select the source with the geographical fields on the right so that the data set appears on the canvas in the middle.

In my case, I’ll define the street address, city, state, zip code, and country. I’ll start with the street address by clicking on the field, highlighting the entire column. I’ll click on the Modeling tab, select Data Category, and choose the field Address. I’ll repeat these steps for city, state, zip code, and country.

Q3 2017 | 23

Summary This article outlines a few minor tweaks to help make your visuals better.

Better visuals, that are easier to read, mean better information. And better information means more success for you! Consider joining the Microsoft Power BI User Group to increase the value you currently receive from your membership. Visit www.pbiusergroup.com to sign up for free!

GPUG You’ll notice that all my geography fields now have a globe next to the field in the field list, indicating that they have been categorized as a geographical field, making them much more accurate on map visuals.

24 | GPUG Magazine

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

What’s New GPUG Website ON THE

story by Michelle Lowry, Dynamic Communities

I

’m super excited to announce that we’ve released a new feature on the GPUG® website: @mentions! What is an @mention? It’s the ability to tag other GPUG participants in various locations on the website, including discussion posts, blog posts, and comments.

Here’s how it works: »» You can initiate an @mention by typing “@”, and then start typing the name of the participant who should be @mentioned. »» As you start typing, you’ll see a list of suggested people to choose from. »» Select the person you’d like to @mention in the list of suggestions by clicking his/her name.

• The @mention will become a hyperlink to the @mentioned individual’s community profile and the @mentioned person will receive a real-time email notification.

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

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

Why is this so cool?

Say, for example, that I’m reading a thread and think that @Bob McAdam, GPUG general manager, would have some insight he could share about the topic. I could @mention Bob in a discussion reply, and he would receive an email notification that he was mentioned in my discussion post, prompting him to view and participate in the thread.

26 | GPUG Magazine

@mention functionality is currently compatible with Chrome, Firefox, Edge, Safari, and the mobile view of the website. In the future, we plan on making it compatible with Internet Explorer 11.

Now…who’s excited about this new feature? I know I am! GPUG

wordfind Congratulations to Lorie Fox of Rite of Passage for winning the Q1 2017 Word Find. Your

Academy

prize is in the mail! Below are 25 words that relate to the topics and theme in this issue of GPUGÂŽ

Anne Provost

Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win a gift certificate; simply

Cloud

scan and email your entry to Wordfind@gpug.com.

M A T T H E W S Y A W R O T O M R E T S O O W N V

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

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

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Community Credit Memos GPUG Ins And Outs Manufacturing Matthew Arp Member Microsoft Dynamics GP New Feature Nissan Trading Payments Power BI Security Steve Tanner Summit Training Users Vendors Volunteer Website Wooster Motor Ways

Q3 2017 | 27

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User Showcase

COMPANY Wooster Motor Ways, Inc.

INTERVIEWEE David Hochstetler, Chief Financial Officer (CFO)

EMAIL Davidh@woostermotorways.com

HEADQUARTERS Wooster, Ohio

WEBSITE www.woostermotorways.com

VERSION OF MICROSOFT DYNAMICS GP Microsoft Dynamics GP 2013 R2

NUMBER OF USERS 13

28 | GPUG Magazine

ooster Motor Ways, Inc. is a Midwest regional dry van truckload carrier based out of Ohio. Wooster also hauls frac sand in dry bulk trailers for the oil and gas industry. In addition to dispatching trucks, tractors, and trailers around the region and getting products from A to Z, Wooster has a freight brokerage company, WMW Logistics, Inc., as well as two full-service maintenance shops.

David Hochstetler is the chief financial officer and has worked with Wooster for more than 20 years. Before implementing Microsoft Dynamics GP three years ago, Wooster ran on Platinum for Windows and TMW Suite, by TMW Systems, which is an operations software for the trucking industry. Once the end-of-life notice was given for Platinum, Wooster decided to make the switch to Microsoft Dynamics GP. “I basically worked in Microsoft FRx and had to switch to Management Reporter, which was a very easy transition for me to make,” David says. “The Microsoft Dynamics GP implementation itself wasn’t all that easy.”

The main issue during implementation was importing data. Wooster and their Partner, TMW, burned up a lot of time to get the data all sorted out, and the implementer was already scheduled to be at other clients going live, so he couldn’t stay longer. If David could do it again, he would have their Partner block off more time for implementation as well as support during go-live.

That said, Wooster went live in November 2014, and three weeks later, David attended his first GPUG® chapter meeting in Columbus.

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“We were frustrated and up to our eyeballs in catching up,” David shares. Columbus is about 90 minutes away, and he wondered whether using an entire day to attend a meeting was worth it.

Afterward, he and his colleague were thankful they attended. “It was almost like group therapy for us, with other Users talking us through it all,” David explains. After a full day of networking and sharing their issues with Users who were willing to help and give ideas, David and his colleague agreed that attending was well worth it.

Today, David is the primary User of Management Reporter and uses Microsoft Dynamics GP daily to run SmartLists, pull aging reports, and make general ledger and master posting entries.

While their setup of Microsoft Dynamics GP is quite basic without too many customizations, integral to Wooster’s success is the custom interface to their trucking operations software, TMW Suite. TMW Suite is the software used for tracking their trucks, freight, driver information, and all-around logistics.

“Rather than using Integration Manager, this connection is behind the scenes in SQL, bringing all our settlement and invoicing details from TMW Suite into Microsoft Dynamics GP,” David explains.

Wooster also has two locations with full-service maintenance shops for their own fleet as well as outside customer work. For that part of the business, they use TMW Fleet Maintenance (aka Transman) asset maintenance software, which integrates with Microsoft Dynamics GP using Integration Manager.

“Integration Manager currently brings in all the billing from the shop software, and we are working toward tying in inventory and purchase orders for that side of the business,” David says.

With cost in mind, Wooster has stayed close to out of the box with Microsoft Dynamics GP. Custom interfaces to their industry software have been the biggest “custom” work, and they also recently implemented Greenshades for 1099 reporting along with the Collections Management module within Microsoft Dynamics GP. Major aids in helping David stay clear of customizations are GPUG chapter meetings and GPUG Summit. They also save him a ton of time. For example, David was running drill-down viewer in FRx to show payables, expenses, etc. In Management Reporter, while it pulls up transactions, it doesn’t have the detail David was used to seeing.

He brought this challenge up at a chapter meeting, and another User showed him how to “add a column” and “add attributes” to pull up transaction details like vendor name, reference, and job details.

“For employees that don’t have a Microsoft Dynamics GP signon in the maintenance shop, they couldn’t see the details to explain expenses without me having to run a SmartList,” David explains.

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“Now, I just add columns and attributes that provide a full drill-down for everyone at Wooster, regardless if they have Microsoft Dynamics GP access or not. I don’t know how I would have learned that very simple, yet critical, tip if it wasn’t for that helpful User.”

Last September before GPUG Summit in Tampa, David was asked to be a chapter leader. He quickly stepped up and is now the co-leader of the Columbus GPUG chapter with Melanie Knight.

“The local chapter has been and continues to be such a great help to us. I am by no means an expert, but I want to help others, especially those that are new, just like we once were,” David shares.

Nashville will be David’s third time attending GPUG Summit, and he looks forward to attending with his colleague, Jeannie Wilson, director of administration at Wooster.

“Summit is definitely not one of those conferences that’s a glorified vacation from work. You go and learn the nuts and bolts of the solution while meeting with like-minded peers and making valuable connections,” David concludes. “I still feel like we’ve only scratched the surface of Microsoft Dynamics GP, and Summit allows us to dig even deeper into what it can do for our company.”

GPUG

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www.altec-inc.com Q3 2017 | 29

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feature

THE INS AND OUTS OF

MICROSOFT

DYNAMICS GP

30 | GPUG Magazine

SECURITY

story by Matthew Arp, GPUG® User Member

T

here is probably a section of Microsoft Dynamics GP that you hate going into; the mere thought of making changes brings cold sweats and a racing heart…Security. I’m purely guessing, of course. I mean, what other reason could there be to account for the persistent, “Don’t touch it; it’s not broken” attitude that is prevalent across so much of Microsoft Dynamics GP’s Customers? Well, it’s pretty common that Users will be very vocal in complaining when they can’t get into a window or run a report they think they need, but they are usually a lot less vocal about times they think they shouldn’t have access to that same window or report.

Basics

First off, some quick details on the concepts behind Microsoft Dynamics GP Security. A User is set up in Microsoft Dynamics GP, and that User can be given access to one, none, or all your companies. For each company you give a User access to, you can add him/her to some roles. A User can have completely different roles for each company. These roles are what give a User permission to do things in Microsoft Dynamics GP. All this information is stored in the DYNAMICS database (or whatever your system database is named). Simple, right?

TIP: Stop logging in with the SA (system administrator) account; grant your User ID the sysadmin privilege in SSMS. This will allow you to completely manage Microsoft Dynamics GP without ever having to login as SA. While some people say this is dangerous, it really isn’t. You can only use your User ID while logged in through Microsoft Dynamics GP, so you can only do the things the solution will allow you to do. I’m not recommending all Users, just the people that are having to login as SA on a regular basis.

Access (Administration > Setup > System > User Access Setup) One of the first things that a User will notice is when they don’t have access to a Microsoft Dynamics GP Company that they were expecting to get into. While controlling access to companies is probably the easiest part of managing Security, there are some things that you should consider and be aware of before simply moving on. When a User is given access to a company database, Microsoft Dynamics GP goes out to SQL and adds that User to the database you selected. Why should you care? You can run into issues when you have a test company. Most Customers will have a test company; if not, stop reading and create a test company. The test company is probably refreshed at some point in time on a regular basis. Well, if you have some Users who have been bad or are being trained, and you only give them access to your test companies after a refresh of the test company, you will notice that they can’t login to the test company, and you get an error when you try to remove and re-add them to the test company. The issue is with how SQL stores its User information. When you refresh your test company, all the Users assigned to that database are an exact copy of what is on your production database. If that User didn’t have access to the production database, but they have access to the test database, after the refresh, Microsoft Dynamics GP will think they should have access, but SQL will

Q3 2017 | 31

One of the best practices that probably more companies should be taking advantage of is Activity Tracking.

Activity Tracking, as the name implies, tracks Users and what they do in the system. not allow them to connect. It gets worse: When you try and remove the access to the test database, you get an error. Now we must get serious and open SSMS. Go to your test database and expand Security > Users and find, and then delete, the offending User. Now you’ll be able to go back into Microsoft Dynamics GP and give them access to the test company again. The better solution would be to simply give the User access to both the test and the production companies; then just remove all their roles for the production database. That way even after a refresh, they’ll still be able to get into the test database, and they can’t do bad things in production.

Tracking (Administration > Setup > System > Activity Tracking) One of the best practices that probably more companies should be taking advantage of is Activity Tracking. Activity Tracking, as the name implies, tracks Users and what they do in the system. This is not an audit trail; it will not tell you who specifically changed a vendor’s EFT information, but it will tell you the people who’ve saved changes to the vendor record. It can be very powerful, but there are some drawbacks.

Don’t rely on it and think that you will be able to tell what everyone is doing; it can be frustratingly terse at times when describing what record is being changed, and it can be a bit of a size hog. If you start tracking all activities, be prepared for an uptick in SQL utilization. You can configure what activities you want to track and what Users/companies you want to track in. The tracking information is stored in DYNAMICS. dbo.SY05000.

Alternate/Modified Forms (Administration > Setup > System > Alternate/Modified Forms and Reports) You control what version of your alternate/modified forms and reports a User will see by assigning the particular version you’d like to use to an Alternate/Modified Forms and Reports ID. You can then assign this ID to a particular User and company under User Security (Administration > Setup > System > User Security).

Roles/Tasks (Administration > Setup > System > Security Roles / Security Tasks) One of the key things to keep in mind about Microsoft Dynamics GP Security is that it is based on a pessimistic view. Essentially, you have no rights to anything unless they are specifically granted to you. The current security architecture is a role-based system. So, a User is given one or more roles, and those roles have certain tasks that are assigned to them. These tasks are what say, “You have access to this Window”.

One of the more complicated parts of Security is trying to find out what particular Task/Role will give a User access to a particular window. Your best bet is usually to take your time and familiarize yourself with some of the naming conventions of Tasks. »» ADMIN_Module_Resource – Administrative tasks related to a module, usually the Setup, Routines, and Utility windows, can be found here. e.g. ADMIN_INV_005* allows a User to reconcile inventory. »» CARD_Sequence – These are a bit tricky; they are usually the “cards” like the Customer card or the item card. There isn’t really an easy way to search through other than looking through the task names. e.g. CARD_0501* allows a User to maintain employees (Employee Card).

32 | GPUG Magazine

Any time you do an upgrade, any customizations you do to these built-in tasks and roles may be reset back to the default version that shipped with Microsoft Dynamics GP. »» INQ_Module_Resource – These

tasks will give a User access to the inquiry windows in a particular module. e.g. INQ_FIN_004* will allow a User to view GL journal entries. »» RPT_Module_Resource – These will control the reports (including posting reports) for a module. e.g.

RPT_SALES_004* is the task for the Sales posting journals. »» TRX_Module_Resource – Controls entering/posting any transactions into the system. e.g.

TRX_INV_005* gives permission for posting in the inventory module.

You can always double-click on any of the tasks on your system, and that will take you to the Task Setup window where you can inspect exactly what a Task allows. Generally you’ll leave the product to Microsoft Dynamics GP, and the Type will be windows; then just select the series (Sales, Inventory, etc.), and the system will list out everything that the Task is granting permission to.

You could make changes to these tasks, but that is generally a bad idea. Any time you do an upgrade, any customizations you do to these built-in tasks and roles may be reset back to the default version that shipped with Microsoft Dynamics GP. The better way is to create your own Tasks and Roles and then customize those. It’s easy to copy a default Task or Role into your own version, and then simply make the changes you’d like and start assigning Users to the new role. That is, of course, after you test it in your test company, right?

GPUG Matthew Arp is a business systems developer at Hunton Group. He can be reached at Marp@huntongroup.com.

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Partner Showcase

COMPANY eBECS

INTERVIEWEE Stephen Wilson, Chief Marketing Officer (CMO)

WEBSITE www.ebecs.com

HEADQUARTERS United Kingdom

PHONE 678-701-5856

EMAIL Swilson@ebecs.com

ESTABLISHED 1999

34 | GPUG Magazine

BECS was established in 1999 with the sole objective to deliver a total business solution for their clients. With that vision, they have since been delivering ERP to the manufacturing sector. eBECS learned early on to tailor project delivery by understanding the value from the Customer’s perspective. This morphed into their expertise in lean thinking, or lean manufacturing. eBECS understood Microsoft Dynamics AX to be very well-aligned to the core principles of lean thinking. With a few small code modifications and enhancements, they were able to create what some lean experts would describe as a lean ERP system. This allowed them to enjoy a unique presence in the market, beating out SAP because it was taking decisions away from functions and features versus lean thinking. eBECS came to the U.S. in 2005, and the lean thinking they taught resonated very succinctly because U.S. manufacturers were focused on beating out China prices and other overseas operations.

When Microsoft Dynamics CRM came on the scene, eBECS was an early adopter and one of the first Partners to offer both ERP and CRM, quickly understanding the significant value in providing that total solution to a client. Most of their projects included Microsoft Dynamics AX, Microsoft Dynamics CRM, and a wraparound layer of business intelligence (BI).

Private cloud was the first experience eBECS had in Azure and was driven by a client’s desire

e

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

Additionally, the company has received Country Partner of the Year and finalist awards for Microsoft Dynamics CRM and IoT, all of which are coveted recognition categories for Microsoft Dynamics Partners.

GPUG®: Because your pedigree is in manufacturing ERP, how does lean thinking and the cloud fit together for those businesses?

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

“It was eBECS’s own lean functionality that Microsoft had built into Microsoft Dynamics AX 2012. So obviously, as the original developer, no one would know it better. Plus, as might be expected, eBECS had an extensive track record of implementing lean manufacturing within Microsoft Dynamics ERP environments.”

Ben Hancock, Head of ERP at Britax (Fort Mill, South Carolina-based group)

GPUG: What are the main solutions your clients use to take on that journey?

SW: Microsoft Dynamics AX and Microsoft Dynamics NAV (Finance and Operations as seen now in the Dynamics 365 world), Microsoft Dynamics CRM (which is now Microsoft Dynamics 365 and the Customer Engagement modules of Sales Automation, Customer Service, Field Service, Project Service Automation, and Marketing), Azure workloads, PowerApps, and Microsoft Flow.

In a nutshell, we understand everything that Microsoft has available and whether that can and should be deployed in a business.

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

GPUG: You mentioned Dynamics 365 in your offerings. How has that changed your business this past year?

SW: The biggest change has been our approach and optimization on solution delivery. We now see Customers being much more involved in their continuous delivery program than ever before. Our ability to get a company to use and consume the software has significantly improved.

That’s a critical change in the economics of software and being able to drive value for the Customer. The more the Customer can use the software, the better we do. If we don’t do a good job, they don’t use their technology. Simple, yet critical.

There is no longer a start and stop to an implementation project.

It’s much more phased-based working.

GPUG: You attended Summit EMEA in Amsterdam this past April. How was that experience for eBECS? SW: It was a very solid event, well-supported by Partners, and another great platform to start building more attendance and membership for the User groups. I met a ton of newer Customers and presented a few manufacturing-focused sessions that were all very well attended.

I also attended the leadership event the day before and got a ton out of that. I had great conversations with some very large global companies.

I am on the board for AXPACT, which is a global alliance of bestin-country Microsoft Dynamics AX Partners who work together on multi-country implementations. Summit EMEA was the perfect opportunity to hone those relationships and see those Partners face to face.

GPUG: What do you have coming up for Users in the next 12 months?

SW: They should always look out for the knowledge we’re sharing through webinars. We are really passionate about educating Users about what’s out there. It’s that knowledge leadership that eBECS is very proud to deliver to our Customers.

GPUG: What are you looking forward to the most for Summit 2017 in Nashville?

SW: Our DNA is around sharing our knowledge. We put a lot of effort into educating. That is what we’re most looking forward to.

Educating and diving deep into manufacturing and analytics with Users that experience it daily.

GPUG

Q3 2017 | 35

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36 | GPUG Magazine

TRENDING TOPICS

he GPUG® Open Forum is a great place on the GPUG website for sharing best practices, tips and tricks, and general knowledge with others. It’s also a place to post questions and get answers from other Microsoft Dynamics GP Users.

The GPUG online community has more than 32,700 discussion posts. Below are two recent topics that garnered much discussion. Check them out, and then take a moment to share your opinion, answer someone’s question, and/ or post your own question (or quick tip that helps you be more efficient).

JE Copy & Paste

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

GP 2016 R2 - Web Client Inactive User Sessions

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.

What Kills Efficiency in your AP Process?

Pulling up each ba tch to PRINT and POST

ES t BATCH n e m y a P Creating

EFT and GENERATING r the bank SafePay files fo

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HT check stock Using the RIG book for each check

Making COPIES of each check

AUDITING the payment process

Struggling? u o Y e r A Mekorma MICR along with our new premium

Multi-Batch Management

features can help streamline efficiency in your AP process.

ng Switchi EN BETWE s nie Compa

Multi-Batch Management* *a premium feature of Mekorma MICR SIX ACTIONS ONE SCREEN

Build Payment Batches, Print & Post Checks, Create & Post EFT files, and Generate Safe Pay files for all your checkbooks in all your companies at one time.

888.635.6762 www.MEKORMA.com

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topic

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...with GPUG Members We reached out to a few GPUG® Members to find out what they’re looking forward to most at GPUG Summit Nashville. Here’s what they had to say.

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Abra Lynne Gilman

Senior ERP Consultant/Project Manager

Collins Computing Agilman@collinscomputing.com Well, I wanted to come to Nashville anyway so I could see the Oregon Ducks’ 2014 Heisman-winning former quarterback, Marcus Mariota, play for the Tennessee Titans football team!

(Anyone who knows me, knows I’m a Ducks fan). Obviously, the location is a PLUS, but honestly, I’m looking forward to both sharing and learning from my friends in the Microsoft Dynamics GPUG Community. I’ve been in this channel for 23 years, and the relationships I’ve built through participating in conferences, remote sessions, and events while working with hundreds of Microsoft Dynamics GP Customers over the years is PRICELESS. With our Customers, I’m the evangelist who conveys to them they HAVE to experience this for themselves, because they will want to come back for more each year! The interactions with GPUG Members always consist of transfer of knowledge! Whether it is discussing the success of an upgrade, the challenge of a new implementation, or the excitement of solving an issue – GPUG Members are eager to celebrate our achievements or roll up our sleeves and tackle an issue together. Although I never have to wait for a conference to ask for assistance from fellow GPUG Members – so many are quick to answer a community post, email, or phone call at any time of day – face-to-face exchanges are my favorite way to communicate. The sessions are an obvious way to get a deep dive into a particular topic, but between sessions we always have plenty of networking time to talk about our golden nuggets (tips) we’ve learned, the new way someone has approached an issue, or our fav new addon app we came across in the Expo or in our consulting travels. So, I guess the networking time is what I look forward to most – but that does mean I’m sharing and learning about Microsoft Dynamics GP…not just talking sports!

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// LEARN MORE OR REQUEST A DEMO salespad.net/GPUG | 616-245-1221

Q3 2017 | 41

2

4

Bert Green

GP Developer/Administrator

Berger Transfer & Storage, Inc Bertg@bergerallied.com

Kristen Hosman

Accounting Manager PlatinumCode Kristen.hosman@platinumcode.us

Seeing what I can learn that can help my company perform better.

Get new ideas. Meet up with friends made from past Summits. Also, being a track leader and seeing how we fulfilled the needs of those attending Summit.

I’m looking forward to joining a record number of attendees in Nashville as we all learn more about the ERP system that we all use and love. This is my second year on the planning committee, and I’m super pumped about the content that will be presented this year. Also don’t forget to pack up your boots, and y’all get ready for some honky tonkin’! As fun as Music City is during the day, the real magic happens at night…the lights, the energy, the music; nothing compares. #YEEHAW

3

Katelyn Koch

Lead Payroll Coordinator

Elim Care, Inc Katelyn.koch@elimcare.org I am very excited for GPUG Summit Nashville! I love Nashville, so to be able to combine Nashville and learning about Microsoft Dynamics GP will be awesome! This will be my second year attending Summit, so I feel like I will be able to get that much more out of it having a better understanding of what to expect. I am looking forward to the wonderful session topics and being able to expand my knowledge of the solution.

I’m also looking forward to the wonderful networking opportunities and being able to discuss different situations with other peers to hear how they do things or what they recommend. I had a great time at my first Summit, so I’m sure this one will be wonderful as well!

42 | GPUG Magazine

5

Steve Burney

GP Administrator

Nissan Trading Corporation Americas S_burney@nitco-us.com I am looking forward to learning more as well as the face-to-face time with other Members!

t&t

TIPS & TRICKS

Microsoft Dynamics GP Workflow – Don’t Let It Scare You; It’s Easy!

by Shawn Dorward, GPUG® Partner Member

M

icrosoft Dynamics GP Workflow is an incredible feature that is ready to save you time and money! At Summit 2017, I’ll team up with GPUG All Star and general manager Bob McAdam to show how Partners and Customers can work together to use this feature!

Whether you’re implementing a new business process, or replacing an existing paper process, Microsoft Dynamics GP Workflow is easy and effective!

During this session, real-live workflows will be built, integrated, and put into use. Some key benefits to Microsoft Dynamics GP Workflow will be highlighted so that attendees can get a full picture of the power of this functionality: Email Approval: Although Microsoft Dynamics GP functionality provides the ability for approval directly within the product, the email approval capabilities offer a huge time-saving opportunity.

Document Attachment: Embracing digital transformation within your organization is easy when utilizing Microsoft Dynamics GP

Document Attach and Workflow. Approvers receive the supporting documents directly to Outlook so they can review the documents and then approve or reject the request, right from their mobile device.

Navigation Lists: Many Users don’t notice how impactful Navigation Lists can be when working with Workflows. With Navigation lists, approvers can handle workflow requests in bulk, rather than one at a time.

We can look forward to additional functionality specific to Microsoft Dynamics GP Workflow in the Microsoft Dynamics GP 2018 release later this year!

We hope to see you at our Summit session! For more information regarding Microsoft Dynamics GP Workflow, check out the many webinars available on GPUG.com.

GPUG Shawn Dorward, GPUG All Star, is a senior implementation consultant at InterDyn Artis. His blog can be found at Gplifehacks.com, and he can be reached at Shawn.dorward@interdynartis.com.

Whether you’re implementing a new business process, or replacing an existing paper process, Microsoft Dynamics GP Workflow is easy and effective!

Q3 2017 | 43

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MINUTES WITH GPUG’S VOLUNTEER OF THE QUARTER

Who I’m following on social media right now…

My son, Hunter Burney.

On my desk right now…

GPUG® Summit Tampa 2016 water bottle, “Microsoft Dynamics GP 2016 Cookbook”

by Mark Polino and Ian Grieve, notes for an upcoming meeting, a picture of my beautiful granddaughter Sutton, computer and phone equipment, and a Krispy Kreme coffee mug.

My three goals for the rest of 2017…

1. Volunteer more to assist other Microsoft Dynamics GP Users.

2. Learn more about SOP and POP streamlining.

Steve Burney Nissan Trading Corporation, Americas GP Administrator

3. Travel more.

What I do when I’m not at work…

Enjoy family time and outdoor photography.

The best advice I ever received…

Do unto others what you would have them do unto you.

44 | GPUG Magazine

NAME THAT PHOTO

CONTEST

We caught Rick Zich, Luanne McPherson, Kathy Kim, and Bert Green catching up last year at GPUG Summit. What do you think they were chatting about?

Q1 2017 CONTEST WINNER Pamela McDaniel – Dynavistics Wow, does Bob McAdam look great in a tux. Love the gold bow tie!

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

Q3 2017 | 45

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Partner Showcase

COMPANY Avanade

INTERVIEWEE Tom Rosinski, Global Business Applications Leader

WEBSITE www.avanade.com

HEADQUARTERS Seattle, WA

PHONE 206-926-2000

EMAIL Tom.rosinski@avanade.com

ESTABLISHED 2000

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

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

46 | GPUG Magazine

vanade started as a joint venture between Microsoft and Accenture in 2000, offering clients solutions spanning the entire Microsoft stack. In addition to their Microsoft Dynamics CRM and Microsoft Dynamics AX practices, Avanade has more than 30,000 resources in 24 different countries and revenues over $2 billion.

The key to their successful growth is an intense focus on industry. Instead of focusing on product, Avanade delivers solutions and services in industries and sub-verticals with growing concentrations in different parts of the world.

Tom Rosinski, global business applications leader, says, “Avanade is not so much a product company. We are a systems integrator with assets and best practices around a variety of industries.

Collaboration is at the heart of our culture, and our approach is based on the latest thinking about digital and cloud solutions, business applications, and technology services. That’s how we help Customers transform their business and succeed in this fast-changing landscape.”

Avanade currently serves 19 industries/ sub-verticals, including health (both payer and provider), manufacturing (consumer products and industrial products), financial services (banking and capital markets), retail (food and beverage, convenience stores, and fashion), resources (utilities, oil, and gas), and life sciences (pharma, bio pharm, and medical devices), and service companies (AEC, NFP).

A

GPUG®: You are a global giant in the Microsoft world. Can you map out what that looks like in terms of what services you offer where?

Tom Rosinski (TR): We are headquartered out of Seattle, but our business is broken into three geographies: North America, growth markets (all of Asia and Australia), and Europe.

We also have a large presence in India as part of our global delivery network. Our delivery centers comprise onshore, nearshore, and offshore sites – located in 10 countries across the world, from India and the Philippines to Argentina, Spain, and beyond.

Annually, the Avanade team comes together to see what industries we want to focus on in those geographies. We dive deep into the countries and research what’s trending and what’s changing.

For example, in France, Netherlands, and Belgium, healthcare and utilities are huge. And manufacturing industries are growing immensely in Australia, Switzerland, Germany, and the U.S.

GPUG: How do you determine growth markets, and how has Microsoft Dynamics 365 factored into this lately?

TR: Because of the joint ownership between Microsoft and Accenture, we rely on them for change management expertise when needed.

Accenture is getting more and more excited about Dynamics 365 because it has entered the scene as a solid competitor to other enterprise business applications. It is a great cloud solution and has opened up a whole new marketplace.

Moving forward, the benefits are hard to ignore. Projects have fast implementation schedules, and the mindset to customize has shifted. Users are more interested in how to use their ERP out of the box rather than customize. I think this shift in thinking has been the biggest change in our industry.

More companies in the $2 to $3 billion dollar revenue range are considering it. These companies usually have multiple applications running as a pseudo ERP, and there is a ton of risk that associates with that. It’s also not easy to do a global rollout or grow with disparate systems.

An integrator like Avanade mitigates that risk, and better yet, Dynamics 365 makes it possible for large companies to grow and scale without a complicated technology framework. We currently have more than 3,000 global resources in our combined Microsoft Dynamics AX and Microsoft Dynamics CRM practice.

GPUG: How has the cloud discussion changed with clients? Are they more interested in taking that leap?

TR: The discussion has changed a lot. Clients in North America were much quicker to say yes to having their ERP in the cloud. Europe was slower and more apt to choose on-premise versus online.

Moving forward, the benefits are hard to ignore. Projects have fast implementation schedules, and the mindset to customize has shifted. Users are more interested in how to use their ERP out of the box rather than customize. I think this shift in thinking has been the biggest change in our industry.

There is a lot of functionality in the cloud, and clients aren’t tied down to one old version. The features and capabilities grow, and clients can take advantage of them as they go.

GPUG: Do you think this is a big reason more companies are adopting the cloud and low-customization mentality?

TR: Yes, I think that has a lot to do with it. When they can see more things coming in a future release, they want to stay as close to the core product that is there and don’t want to limit themselves from future releases. In technology, there will always be new things to take advantage of.

Most companies are continuing to grow and need software that grows with them, and they want software that’s not too big or complex to implement in the first place.

GPUG: What do you have coming up for Microsoft Dynamics Users within the next year?

TR: As I mentioned, we are not product focused; rather, we’re building our industry capabilities. We offer complete capabilities modules, business process hierarchies, and mapping to figure out the best fit. For example, figuring out what ISV or asset to use so that Users can be more productive.

We build a roadmap for different industries to see how it all fits together in the future. This industry and process-focused approach identifies digital enablement points and ties those into all the Microsoft products available in IoT (Internet of Things), machine learning, and Power BI, and then integrates those features with an overall Dynamics 365 solution.

Companies are looking for a complete solution, and that’s what we strive to provide...always.

GPUG

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

feature

48 | GPUG Magazine

Other

Microsoft Dynamics GP Users in the

“OTHER” CATEGORY

story by Billie Moore, GPUG® User Member

got the idea to write this article from the GPUG meetings and networking events I regularly attend.

I’m always interested in what industries use Microsoft Dynamics GP and in what capacity they use it.

Working in Michigan, I hear a lot from Users in the automotive industry or banking, but I’m always fascinated by the industries that fall outside the norm – farms, waste management, hotels, etc. These are the companies that fall into the “not listed/other” category when you are required to choose from a predefined list, something I have grown accustomed to in many regards.

I

In the realm of companies using Microsoft Dynamics GP, our company likely falls into the small company category, but Palace Sports & Entertainment and Detroit Pistons have a diverse business model that includes venues, charitable entities, and various events. This diversification warrants around 15 active companies in Microsoft Dynamics GP at any given time.

Currently we are on Microsoft Dynamics GP 2013 SP2, and yes, I know, we are a few versions behind but have an upgrade on the horizon. We use all the standard modules (Financial, Sales, Purchasing, Inventory, etc.) and some not-so-usual modules, such as Field Service which we use for Contract Administration.

Just as many other companies utilizing Microsoft Dynamics GP with a vast need for functionality, we have an array of addon products. Although we started out with slightly less, we have increased our number of third-party products to 11 over the years, covering eight ISVs. I realize that this is an impressive amount of addon products, but I assure you we have assessed and concluded all products are not only useful, but also essential to our everyday processing.

Venue business means you have data coming from a variety of locations, ticketing, POS (point of sale) systems, retail, suites, and the list goes on. We integrate data in and out of Microsoft Dynamics GP with so many other systems that it requires multiple Microsoft Visio slides to keep track of data movement.

Several data integrations are semiautomated, while others are fully automated using our core data integration tool, SmartConnect. This allows for minimal manual intervention, which saves a great deal of time and minimizes the risk that would come with manual entries.

As for reporting, we once again have a diverse need. For the most part, we use core products like Management Reporter and SmartLists, but we do incorporate other reporting tools as well, including writing SQL reports with auto delivery or SSRS. We are looking forward to working with a form of Jet Reports, possibly starting with Jet Express with our next upgrade.

I’m privileged to work with a small but highly capable staff that is always willing to learn and grow their skill set. We regularly take advantage of the Partner webinars and many training opportunities through our GPUG membership. I embrace the “not listed/other” category and encourage others that are not easily put into a predefined category to come out to a networking event and share your experience with other Users.

GPUG Billie Moore is a business analyst, information technology with Palace Sports & Entertainment and Detroit Pistons. She can be reached at Bmoore@palacenet.com.

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www.SierraWS.com Q3 2017 | 49

industry showcase

Manufacturing Production Done Right and Without Fail

D

esign, engineering, converting, and distribution: These manufacturing companies do it all to produce quality products for a plethora of industries. From brewing beer, to converting milk into cheese, GPUGÂŽ Members take production of their products seriously and without fail.

DIETZGEN CORPORATION Tampa, FL Dietzgen Corporation provides converting and distribution services for digital print media, including papers, films, and textiles, to the U.S. market.

FLEX-A-SEAL Essex Junction, VT Flex-A-Seal is a leading manufacturer of custom engineered mechanical seals, welded metal bellows, and the world’s only patented split cartridge mechanical seal.

52 | GPUG Magazine

GUARDIAN ENERGY Janesville, MN Guardian Energy LLC is the cooperative effort of six Midwest farmer-owned ethanol plants in Minnesota, Iowa, and Nebraska. These plants believe the economic benefits of producing ethanol should stay in the local communities, which has been key to the success of each of the member plants involved in Guardian Energy.

NYE LUBRICANTS, INC. Fairhaven, MA Nye Lubricants is a leader in the innovation, formulation, and provision of synthetic lubricants, enabling and improving breakthrough products and critical new technologies.

Their 83,000-square-foot complex includes R&D and production labs, clean room operations, packaging and production lines, and administrative offices.

RAYONIER ADVANCED MATERIALS Jacksonville, FL Rayonier is a leading global forest products company that creates value by optimizing their timber assets and finding the highest and best uses for their landholdings.

SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE Renville, MN The Southern Minnesota Beet Sugar Cooperative is a farmer-owned producer of beet sugar. Founded in 1974, the cooperative has more than 500 shareholders that produce approximately three million tons of sugar beets every year.

SIERRA NEVADA BREWING CO. Chico, CA Inspired by the nearby Sierra Nevada Mountains, Sierra Nevada Brewing Company’s beers are designed to be as bold, wild, and unwavering as those granite peaks. With respect to tradition and an unbridled passion for innovation, Sierra Nevada beers are inspired by the philosophy that anything is possible.

STAPLES SCHOOLKIDZ Woodridge, IL SchoolKidz’ award-winning Teacher Tailored school supply kit program isn’t the only thing they take pride in. They also offer industry leading profit sharing fundraising programs that schools and parent organizations can run.

TRI-TEC MANUFACTURING LLC Kent, WA Tri-Tec Manufacturing began as a family-owned company in Kent, Washington in 1972 and has been serving the U.S. Navy and other customers ever since. Tri-Tec is a leader in engineering, designing, and manufacturing products for use in some of the world’s most demanding environments.

VALLEY QUEEN CHEESE FACTORY Milbank, SD Valley Queen Cheese Factory converts highquality milk into a variety of natural cheeses, dried lactose, dried whey, and anhydrous milk fat that is marketed and utilized by private label and nationally branded consumer food companies.

VAPOR APPAREL North Charleston, SC Source Substrates, LLC (dba Vapor Apparel) is an industry leader in blank performance apparel for digital sublimation printing and print-ondemand services. The company has developed a Sublimation CertifiedSM line of blank apparel and accessories that grow the market for thousands of digital print shops in the U.S., Canada, Australia, Europe, the U.K., and the Caribbean.

WHITE HOUSE CUSTOM COLOUR Eagan, MN White House Custom Colour is the premier professional photography and press printing lab serving photographers located beyond the United States to Canada, Europe, and other parts of the world.

Q3 2017 | 53

t&t

TIPS & TRICKS

How to Handle Payments from Vendors for Credit Memos

by Amber J. Bell, GPUG® Partner Member

T

he tip explained below – vendor issues a check to pay for a credit memo – was inspired by a question on the GPUG Open Forum:

1. Administration > Setup > Customer/Vendor Setup »» Enter the Clearing Account »» Check the boxes to Auto Create Customer/Vendors (This will use the same ID to create the Customer or Vendor) »» Enter Vendor and Customer Classes (I like making a special class for each.)

2. Sales > Cards > Customer/Vendor »» Lookup Vendor »» Click “Create Customer” »» Save New Customer

54 | GPUG Magazine

3. Create Transaction: Sales > Transaction > Customer Vendor Transaction (The screenshot below shows how to use the screen; Clicking Preview shows the transactions that will be created.)

4. After Posting, you can enter an AR Cash Receipt to receive the payment from your vendor.

Note: This feature is included with the “Starter Pack” of Microsoft Dynamics GP. GPUG Amber J. Bell of Training Dynamo LLC was named a GPUG All Star at Summit 2016. She can be reached at Amber@trainingdynamo.com.

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

learn

academy corner

Pre-Conference Academy Training

MONDAY, OCTOBER 9 – TUESDAY, OCTOBER 10

Once again, this year’s GPUG Summit Nashville Pre-Conference Academy session lineup does not disappoint! These instructor-led Academy classes dig deep into targeted topics. We have brought back attendee favorites such as Dexterity Fundamentals 5-Day Bootcamp, Intro to SQL for Accountants and Non-DBAs, and many more.

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

Classes offered at Summit Nashville through Pre-Conference Academy include »» Dexterity Fundamentals 5-Day Bootcamp

(Oct. 2 – 6) »» Getting Started with Power BI »» Reporting 101 in GP - Report Options, SmartLists, & More! »» Human Resources – Let’s Learn It Together! »» Dynamics 365 for Financials Fast Track »» Inventory Setup, Management, and Reconciliation

INSTRUCTOR

SPOTLIGHT

56 | GPUG Magazine

»» SSRS 101 & 201 »» GP System Administration I – The Basics »» Upgrading to GP 2016 »» Intro to SQL for Accountants and Non-

»» Dynamics GP Manufacturing Essentials »» Managing Project with Dynamics GP I: DBAs

»» Taking Your Company from Dynamics

The Basics

GP to D365 Enterprise

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

Belinda Allen, MVP PowerGP Online/Njevity, Inc.

Course: Power BI and Excel for GP Distribution

C

will highlight

O

N

Congratulations to our Q1 2017 contest

winner. Josh Webster of Tiffany Care

Centers, Inc.! Josh found the logo on page

32 of the Q1 2017 issue of GPUG® magazine.

Let’s play again. Hidden somewhere between

the covers of this magazine is our GPUG logo.

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

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G

find the

logo

T

Logocontest@gpug.com with an

E

S

T

feature

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 to

32 | GPUG Magazine

explanation of where and on what page it’s

at. We’ll choose a winner at random and

issue of the magazine.

him/her in the next

Q3 2017 | 57

Credentialed DYNAMICS PROFESSIONALS

GET CREDENTIALED

today!

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

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

longer had a way to test their knowledge and officially get recognized as Microsoft Dynamics GP experts. Now,

with the hard work of the credentialing council and the Microsoft Dynamics GP exam committee, everyone has the chance to test their knowledge in the solution.

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

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

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

58 | GPUG Magazine

The List MOBILE Solutions at your fingertips

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

Table of Contents Industry.......................Page 60 Horizontal....................Page 64 Services.......................Page 73

The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact Jane@thepartnerchannel.com.

NOTE: The Partner Channel and Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner. *Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

Industry

INDUSTRY

Automotive AIM Computer Solutions, Inc. www.aimcom.com/ • 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.

Sana Commerce 365F 3650 www.sana-commerce.com • 646-362-0432 Sana Commerce Through 100% seamless integration, our e-commerce solution leverages existing ERP business logic and data in powerful, user-friendly web stores.

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 Vicinity’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

Construction AvidXchange, Inc. www.avidxchange.com/ap-automation/ 800-560-9305 End-to-End AP Automation Automate invoice capture, intelligently route approvals, facilitate 100% of supplier payments, and increase control over your payables process.

Consumer Packaged Goods

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

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

Cross Industry Solution

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamicsgpgreat-plains/ • 800-699-5758 Accounts Payable and Payment Automation Designed for Dynamics GP Streamline your entire financial process, from invoice capture & approval to vendor payments, all from one platform.

Intelligent workflows, real-time GP transaction processing, & automated B2B payments.

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

Ariett 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Platform for Every Contract, Requisition, Invoice, Payment & Expense.

Data Masons Software 365 365F 3650

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

KEY: 365 Dynamics 365

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

Dynamics AX

Dynamics GP

Dynamics NAV

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

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

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

Includes enhanced account lookup, auto account roll-out & account replication.

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

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

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

Attach supporting documentation.

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

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

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

Optional recurring/subscription billing, AutoPay, and payment plan modules.

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

Integrated Software, Inc. www.isiusa.com • 321-984-1986 Request For Quote Create RFQs. Save Vendor responses.

Auto-create PO's and Sales Quotes.

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

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.

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

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

Dynamics SL

Dynamics CRM

Online Trial Available

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

Mobile Enabled

Equipment Rental and Leasing

Healthcare Vicinity Manufacturing

Artsyl Technologies. Inc.

www.vicinitymanufacturing.com 770-421-2467 Vicinity Vicinity’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.

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

Emergence www.emergencecorp.com/aac • 441-295-0913 Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations.

Includes enhanced account lookup, auto account roll-out & account replication.

WithoutWire 3650

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

Food and Beverage

Eclipse Computing, Inc 365F www.royaltiesandrights.com • 201-746-6255 NEW: Eclipse Franchise Based Accounting Provides full automation of Franchisee Income-royalties, ad-share-deferred & unlimited user defined categories.

Options exist for automating data collection from individual sites & collection of cash via auto ACH.

OFS Software Solutions, LLC 365F

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

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

Finance/Banking

Reporting-Central www.reporting-central.com • 813-579-4991 The Validator 1099 Easily validate your 1099 vendor data against the IRS TIN Match Service. Why wait until the end of the year to do this, when you can do it anytime you want.

Smooth your year-end and get 1099's filed faster.

Reporting-Central www.reporting-central.com • 813-579-4991 The Corrector Properly correct GL Distribution mistakes made in AP, Purchasing, AR, Sales Order, Cash & Inventory. No more cryptic GL re-class entries, full audit trail between correcting & original entry. Just click "Correct"

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

Solver 365F 3650 www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

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

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

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

Franchises

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

Government Contracting

KEY: 365 Dynamics 365

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

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

Insurance Horizons International

DATABASICS, Inc. 365F

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.

www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting — Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing.

Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

Sana Commerce 365F 3650

WilloWare, Inc. www.willoware.com • 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!

Integrated Software, Inc. www.isiusa.com • 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care.

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

Dynamics AX

Dynamics GP

Dynamics NAV

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

Dynamics SL

Dynamics CRM

Emergence www.emergencecorp.com/aac • 441-295-0913 Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations.

Includes enhanced account lookup, auto account roll-out & account replication.

Lean Manufacturing HighJump www.HighJump.com/CollectForGP 734-748-9291 AccellosOne 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.

Online Trial Available

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

Mobile Enabled

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INDUSTRY

Paramount WorkPlace

Manufacturing

Media and Entertainment

INDUSTRY

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

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

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

Bond Consulting Services 365 365F 3650

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

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

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

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

Non-Profit Organizations StockIQ Technologies

HighJump www.HighJump.com/CollectForGP 734-748-9291 AccellosOne 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.

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

Attach supporting documentation.

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

Manufacturing Resource Partners www.mrpconsulting.com • 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.

SalesPad www.salespad.net • 616-245-1221 SalesPad Desktop Inventory, order, and purchasing management, WMS, EDI for manufacturers.

Data Masons Software 365 365F 3650

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

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

SalesPad www.salespad.net/innovates • 616-245-1221 SalesPad Automate, integrate & report. GP, mobile, web & more. Free consultation.

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

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

Vicinity Manufacturing www.vicinitymanufacturing.com 770-421-2467 Vicinity Vicinity’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 WilloWare, Inc. www.willoware.com • 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.

WilloWare, Inc. www.willoware.com • 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.

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

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Dynamics GP

AvidXchange, Inc. www.avidxchange.com/ap-automation/ 800-560-9305 End-to-End AP Automation Automate invoice capture, intelligently route approvals, facilitate 100% of supplier payments, and increase control over your payables process.

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

Solver 365F 3650 www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

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

Artsyl Technologies. Inc.

3650

Dynamics AX

Ariett 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Pre-approve against Budget, Track Program Spend, Capture Invoices.

Oil and Gas

Sana Commerce 365F

KEY: 365 Dynamics 365

Eclipse Computing, Inc 365F www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP Fully automated end to end solution for managing intellectual property.

Controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Dynamics NAV

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

Dynamics CRM

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

Online Trial Available

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

Mobile Enabled

JOVACO Solutions Inc.

OFS Software Solutions, LLC

Transportation / TMS

365

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

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

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

Solver 365F 3650 www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

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.

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

Panatrack, Inc. www.panatrack.com • 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.

POS

Real Estate

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamicsgpgreat-plains/ • 800-699-5758 Accounts Payable and Payment Automation Designed for Dynamics GP Streamline your entire financial process, from invoice capture & approval to vendor payments, all from one platform.

Intelligent workflows, real-time GP transaction processing, & automated B2B payments.

AvidXchange, Inc. www.avidxchange.com/ap-automation/ 800-560-9305 End-to-End AP Automation Automate invoice capture, intelligently route approvals, facilitate 100% of supplier payments, and increase control over your payables process.

Professional Services

Retail

DATABASICS, Inc. 365F

Panatrack, Inc. www.panatrack.com • 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.

KEY: 365 Dynamics 365

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

Selective Software Inc www.selectivesoftware.com • 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.

Warehouse Management

Publishing Eclipse Computing, Inc 365F www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP Fully automated end to end solution for managing intellectual property.

Controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice ReportingTM Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing.

Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

Next Generation Logistics, Inc.

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

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

Panatrack, Inc. www.panatrack.com • 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.

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

Wholesale Trade: Durable Goods

SalesPad www.salespad.net/desktop • 616-245-1221 SalesPad Desktop Inventory management, order entry, purchasing, WMS, EDI for wholesalers.

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

HighJump www.HighJump.com/CollectForGP 734-748-9291 AccellosOne 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 • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Dynamics AX

Dynamics GP

Dynamics NAV

Dynamics SL

Dynamics CRM

Online Trial Available

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

Mobile Enabled

Q3 2017 | 63

INDUSTRY

365F

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

Corporate Renaissance Group www.crgroup.com/AATools • 613-232-4295 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.

HORIZONTAL

Emergence www.emergencecorp.com/aac • 441-295-0913 Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations.

Includes enhanced account lookup, auto account roll-out & account replication.

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

Affordable Care Act Reporting

Integrity Data www.integrity-data.com/software/aca-compliance/ 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around healthcare reporting a non-issue by tracking eligibility and affordability and automatically generating, printing and e-filing Form 1095-C/ 1094-C. Integrity Data www.integrity-data.com • 217-732-3737 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great Dynamics® 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!

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

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

Analytics

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

HighJump www.HighJump.com/CollectForGP 734-748-9291 AccellosOne 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 • 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.

Panatrack, Inc. www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

KEY: 365 Dynamics 365

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

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

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

Solver 365F 3650 CALUMO, Inc.

AIM Technologies www.aim-technologies.com/ acadashboard.html • 888-234-0428 The ACA Dashboard Complete solution for proactive management and reporting for compliance with the Affordable Care Act.

deFacto Global, Inc. 365F 3650

Budgeting deFacto Global, Inc. 365F 3650

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

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

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

Barcode Data Collection Sierra Workforce Solutions

Corporate Renaissance Group

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

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.

Dynamics AX

Dynamics GP

Dynamics NAV

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

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

Dynamics SL

Dynamics CRM

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

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

Online Trial Available

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

Mobile Enabled

Business Process Management

Collaboration Platform

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

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

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

Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com Jet Reports 365 365F 3650 www.jetreports.com • 503-608-3602 NEW: Jet Reports Suite of Solutions Fast, Flexible Reporting & BI inside Excel.

154,320+ users and counting.

Solver 365F 3650 www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

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

Ariett 365 www.ariett.com • 781-826-1120 Cloud AP Invoice to Payment Automation and Contract Tracking with Intercompany and Multi-Currency Processing Invoice Capture/Approval, Payments, Requisition & POs, Expense Reports docSTAR www.docstar.com • 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

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

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.

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

Dynamics AX

Dynamics GP

Dynamics NAV

Integrated Software, Inc. www.isiusa.com • 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

Commissions

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

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

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

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

Credit Card/Check Processing Trans-Micro, Inc. www.checkfactory.com • 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.

KEY: 365 Dynamics 365

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

k-eCommerce www.k-eCommerce.com • 855-532-6663 Azox CCE Secure credit card processing software for Microsoft Dynamics GP that works with multiple gateways. It’s PA-DSS certified and features real-time payment processing and tokenization.

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.

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

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.

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

Dynamics SL

Dynamics CRM

Online Trial Available

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

Mobile Enabled

Q3 2017 | 65

HORIZONTAL

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.

Higher Logic ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamicsgpgreat-plains/ • 800-699-5758 Paperless Accounts Payable and Payment Automation Designed for Dynamics GP Streamline your entire financial process, from invoice capture & approval to vendor payments, all from one platform.

Go paperless w/intelligent workflows, real-time GP transaction processing, & automated B2B payments

Integrated Software, Inc. www.isiusa.com • 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts.

Data Management StockIQ Technologies Corporate Renaissance Group www.crgroup.com/changer 613-232-4295 CRG Changer 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

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

WilloWare, Inc. www.willoware.com • 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

HORIZONTAL

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

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

HighJump www.HighJump.com/CollectForGP 734-748-9291 AccellosOne 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.

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

SalesPad www.salespad.net • 616-245-1221 SalesPad Desktop Inventory management, order entry, purchasing, WMS, EDI for distributers

KEY: 365 Dynamics 365

66 | GPUG Magazine

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

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

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

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

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

Dynamics AX

Dynamics GP

Dynamics NAV

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

Clarity Ventures 365 Esker Inc www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

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

Liaison Software Corp

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

Century Business Solutions

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

Attach supporting documentation.

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

Metafile Information Systems, Inc. www.metaviewer.com • 507-286-9232 MetaViewer Paperless Automation for Microsoft Dynamics AP Automation for Dynamics AX, GP, SL & NAV, & expanded functionality including expense reports, journal entry, purchase requisition and more.

E-commerce

www.clarity-ventures.com/ecommerce 800-928-8160 Clarity eCommerce Fully custom, scalable enterprise eCommerce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, business intelligence and comprehensive administration features.

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

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

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 365F 3650

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

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

Dynamics SL

Dynamics CRM

Online Trial Available

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

Mobile Enabled

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

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

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamicsgpgreat-plains/ • 800-699-5758 Real-time Integrated AP and Payment Automation Designed for Dynamics GP Automatically capture, route, deliver, archive, pay and securely access information directly from Dynamics GP screens and via Web Browser.

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

Gorilla Expense

Liaison Software Corp

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

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

Attach supporting documentation.

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

EDI

Equipment Maintenance

AIM Computer Solutions, Inc.

OFS Software Solutions, LLC

Data Masons Software 365 365F 3650

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

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

KEY: 365 Dynamics 365

365F

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

Expense Solutions

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

Joesoftware Inc. www.joesoftware.com • 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.

Paramount WorkPlace

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

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

DATABASICS, Inc. 365F www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting–Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing.

Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

Dynamics AX

Dynamics GP

Dynamics NAV

Field Service Management

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

OFS Software Solutions, LLC 365F

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

Shining Brow Software Shiningbrow.com • 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.

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

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

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

Dynamics SL

Dynamics CRM

Panatrack, Inc. www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

Online Trial Available

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

Mobile Enabled

Q3 2017 | 67

HORIZONTAL

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.

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

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

General Ledger Corporate Renaissance Group www.crgroup.com/reformatter 613-232-4295 CRG Re-Formatter CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GP after the initial installation.

Emergence www.emergencecorp.com/aac • 441-295-0913 Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations.

Includes enhanced account lookup, auto account roll-out & account replication.

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.

Inter-company Processing Corporate Renaissance Group www.crgroup.com/combiner • 613-232-4295 Company Combiner 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

Inventory Enhancement

HORIZONTAL

HR Management

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

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

ImageTag, Inc. www.kwiktag.com • 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP. Integrity Data www.integrity-data.com • 217-732-3737 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great Dynamics® 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.

KEY: 365 Dynamics 365

68 | GPUG Magazine

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

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

HighJump www.HighJump.com/AccellosOneWMS 708-287-4026 AccellosOne WMS AccellosOne WMS is an advanced warehouse management solution with integrated shipping and dashboard analytics for eCommerce Distributors, CPG, and more. Hundreds of customers across the entire suite of Dynamics ERPs. HighJump www.HighJump.com/CollectForGP 734-748-9291 AccellosOne 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.

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

Panatrack, Inc. www.panatrack.com • 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.

Dynamics AX

Dynamics GP

Dynamics NAV

Invoicing Enhancement

Job Costing JOVACO Solutions Inc. 365

AvidXchange, Inc. www.avidxchange.com/ap-automation/ 800-560-9305 End-to-End AP Automation Automate invoice capture, intelligently route approvals, facilitate 100% of supplier payments, and increase control over your payables process.

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

Century Business Solutions

Sierra Workforce Solutions

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

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

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

DynamicPoint 365 365F www.dynamicpoint.com/invoice-automation/ 844-396-7646 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & 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.

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

Optional recurring/subscription billing, AutoPay, and payment plan modules.

Dynamics SL

Dynamics CRM

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

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.

WilloWare, Inc. www.willoware.com • 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.

WilloWare, Inc. www.willoware.com • 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.

Online Trial Available

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

Mobile Enabled

Liaison Software Corp

Mobility OFS Software Solutions, LLC 365F

www.ofserp.com 844-OFS-ERPS / 844-637-3777 Oil Field Service ERP Softward Suite | ofsERPTM Everything you need for Oil field Service: Equipment Rental, Maintenance, Mobile Field Ticket Apps, Reservations, Simple Jobs, Special Pricing & Invoicing, Transport & Disposal, and More. V4 in NAV2017,Coming to D365 Panatrack, Inc. www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Multi-Entity Management Emergence www.emergencecorp.com/aac • 441-295-0913 Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations.

Includes enhanced account lookup, auto account roll-out & account replication.

AvidXchange, Inc. www.avidxchange.com/ap-automation/ 800-560-9305 End-to-End AP Automation Automate invoice capture, intelligently route approvals, facilitate 100% of supplier payments, and increase control over your payables process.

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

DynamicPoint 365 365F www.dynamicpoint.com/invoice-automation/ 844-396-7646 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!

Payables Enhancement

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

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

Liaison Software Corp

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

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

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

KEY: 365 Dynamics 365

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

Dynamics AX

Dynamics GP

Dynamics NAV

Trans-Micro, Inc. www.checkfactory.com • 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.

Payroll Enhancement

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

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

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

Portals Aatrix Software, Inc. www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.

Integrity Data www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around healthcare reporting a non-issue by tracking eligibility and affordability and automatically generating, printing and e-filing Form 1095-C/ 1094-C. Integrity Data www.integrity-data.com • 217-732-3737 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great Dynamics® 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 • 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.

Dynamics SL

Dynamics CRM

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

Procurement Management Ariett 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Requisitions, POs, PunchOut/Catalogs, Invoice Capture, Contract Tracking DynamicPoint 365 365F www.dynamicpoint.com/purchase-requisition/ 844-396-7646 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!

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

Online Trial Available

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

Mobile Enabled

Q3 2017 | 69

HORIZONTAL

ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamicsgpgreat-plains/ • 800-699-5758 Automated Payables, AP and Sale Order Processing Designed for Dynamics GP Streamline your entire financial process, from invoice capture & approval to vendor payments, all from one platform.

Go paperless w/intelligent workflows, real-time GP transaction processing, & automated B2B payments.

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

JOVACO Solutions Inc. 365

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

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

HORIZONTAL

Product Information Management

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

Project Accounting Business Computers Software, Inc. www.business-computers.com • 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

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

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

KEY: 365 Dynamics 365

70 | GPUG Magazine

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

Purchase Order Processing Enhancement

Receivables 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.

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

Nodus Technologies, Inc.

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

Ariett 365 www.ariett.com • 781-826-1120 Cloud Purchasing, Accounts Payable Automation, Payment Processing, Contract Tracking and Expense Reporting for Any Device and Multiple Companies Requisitions, POs, PunchOut/Catalogs, Invoice Capture, Contract Tracking.

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

WilloWare, Inc. www.willoware.com • 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.

GPC Systems, Inc. www.easyebankrec.com • 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-Central www.reporting-central.com • 813-579-4991 The Closer Easily find out what is stopping your GL from reconciling to your sub-ledgers for Cash, AR, AP, Inventory, Accrued Purch, Sales, COGS, Sales Tax & Outside Data Sources. No more manual reconciliations.

deFacto Global, Inc. 365F 3650 www.deFactoGlobal.com 888-894-3031 ext 229 Dynamics’ Premier Excelbased Planning Affordable enterprise-quality power and capabilities Cloud |Hybrid| On-Prem 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.

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. Jet Reports 365 365F 3650 www.jetreports.com • 503-608-3602 NEW: Jet Reports Suite of Solutions Fast, Flexible Reporting & BI inside Excel. 154,320+ users and counting.

Prophix Software

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.

Dynamics GP

Reconciliation

Reporting

Quality Control

Dynamics AX

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

Optional recurring/subscription billing, AutoPay, and payment plan modules.

Dynamics NAV

AIM Technologies www.aim-technologies.com • 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.

Dynamics SL

Dynamics CRM

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

SalesPad www.salespad.net/innovates • 616-245-1221 SalesPad Custom reports, dashboards & BI. Web, mobile & more. Free Consultation.

Online Trial Available

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

Mobile Enabled

Solver 365F 3650 www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Royalty Eclipse Computing, Inc 365F www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP Fully automated end to end solution for managing intellectual property.

Controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

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

Sales Tax

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

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

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

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.

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.

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

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.

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

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

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

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

System Enhancement Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reports & queries on the fly.

Sort, filter & re-order columns easily.

Sum groups of info fast.

WilloWare, Inc. www.willoware.com • 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!

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.

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

Attach supporting documentation.

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

KEY: 365 Dynamics 365

Data Masons Software 365 365F 3650

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.

Tax

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

Kamp-Data, Inc. www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.

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

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

Time and Attendance

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

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

Dynamics AX

Dynamics GP

Dynamics NAV

Dynamics SL

Dynamics CRM

Online Trial Available

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

Mobile Enabled

Q3 2017 | 71

HORIZONTAL

Sales Order Processing Enhancement

System and Network Management

JOVACO Solutions Inc.

DATABASICS, Inc. 365F www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting – Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing.

Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

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

HORIZONTAL

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CDN payroll.

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

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

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

Travel Expense Management DATABASICS, Inc. 365F www.data-basics.com • 800-599-0434 DATABASICS Time, Expense & Invoice Reporting–Employee Management Solutions Global, Mobile & Easy, Travel Expense, Timesheet & Leave Mgmt. processing.

Streamline Projects, DCAA, Budget Tracking Reqs w/ a single solution.

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

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

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

AvidXchange, Inc. www.avidxchange.com/ap-automation/ 800-560-9305 End-to-End AP Automation Automate invoice capture, intelligently route approvals, facilitate 100% of supplier payments, and increase control over your payables process.

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

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

Metafile Information Systems, Inc. www.metaviewer.com • 507-286-9232 MetaViewer Paperless Automation for Microsoft Dynamics AP Automation for Dynamics AX, GP, SL & NAV, & expanded functionality including expense reports, journal entry, purchase requisition and more.

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

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

Learn why Jeff rey with StockIQ Technologies likes The List: The Partner featured for the ISV Partner Profile is randomly selected from those Partners participating in The List. To learn more about The Listresource contact for Jane@thepartnerchannel.com.

“The List is a very valuable both Partners and customers. It is a one stop shop for finding ISVs with deep vertical expertise and solutions, who are committed to helping the Dynamics channel.”

Jeffrey Porter, StockIQ Technologies

KEY: 365 Dynamics 365

72 | GPUG Magazine

Dynamics AX

Dynamics GP

Dynamics NAV

Dynamics SL

Dynamics CRM

Online Trial Available

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

Mobile Enabled

Services Application Service Provider/Hosting

Cloud Computing

Dexterity Development

MG Technology Group 365 365F

Myappsanywhere

DexPros www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Experienced Dexterity development of GP enhancements/integrations/ upgrades.

3650

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

Njevity, Inc. www.njevitytogo.com • 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.

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

Implementation Specialists www.iscorp.biz • 218-486-5095 Dynamics GP Customizations & Enhancements with Dexterity 20+ years, Dexterity customizations, enhancements, and new apps for GP.

HR & Payroll Implementation & Consulting Njevity, Inc. www.njevitytogo.com • 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.

Integrity Data www.integrity-data.com • 217-732-3737 Comprehensive HR & Payroll Solutions for Microsoft Dynamics GP Creating great Dynamics® 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 WatServ 365F 3650 www.watserv.com • 866-531-2598 ext. 2311 Global leader of Hosted Managed Services for Dynamics ERP & CRM Offering Private, Hybrid, & Azure hosted managed services with 24-7-365 world class global support for customers of all sizes and complexities.

Azure Managed Cloud Services

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

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

KEY: 365 Dynamics 365

Manufacturing Resource Partners www.mrpconsulting.com • 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.

Marketing Planning & Services Looking Glass Marketing www.lookingglassmarketing.com 614-453-5927 Cost-effective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

The Partner Marketing Group 365 365F 3650

WatServ 365F 3650

Bond Consulting Services 365

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

Custom Development

365F 3650

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

Implementation Specialists www.iscorp.biz • 218-486-5095 Custom Development 20+ years experience, Dexterity, .NET, SQL, VB, MS Source Code Provider.

International Software Systems

Tornado Marketing, Inc. 365 365F 3650

www.tornado-marketing.com • 608-520-0772 Marketing Consulting Boost your sales with high-impact marketing & persuasive messaging.

Work with industry veteran Adrianne Machina on website, content, & strategy.

Member Organizations

365 365F

SalesPad www.salespad.net/innovates • 616-245-1221 SalesPad Automate, integrate & report. GP, mobile, web & more. Free consultation.

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

intlsoftwaresystems.com/ • 714-379-0545 NEW: Success Is in the Details Decades implementing ERP from Great Plains to Microsoft Dynamics GP.

ERP Software Blog 365 www.groupbloggers.com • 888-800-0999 ERP Software Blog/ CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

WilloWare, Inc. www.willoware.com • 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.

Dynamics AX

Dynamics GP

Dynamics NAV

SERVICES

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

Manufacturing Implementation & Consulting

Dynamics SL

Dynamics CRM

Online Trial Available

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

Mobile Enabled

Q3 2017 | 73

Upgrades

Sales Tax Management Service

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

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

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

SharePoint Development DynamicPoint 365 365F www.dynamicpoint.com • 844-396-7646 Exclusive Source for Microsoft Dynamics & SharePoint Integration Portals, Business Automation Solutions & Custom Products integrated with Microsoft Dynamics CRM & ERP solutions.

Training

Web Development

Clarity Ventures 365 International Software Systems 365 365F

intlsoftwaresystems.com/ • 714-379-0545 NEW: Success Is in the Details 100s of successful Microsoft Dynamics GP upgrades–It’s what we do best!

Merit Solutions, Inc. 365 3650

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

International Software Systems 365 365F

www.clarity-ventures.com/ecommerce 800-928-8160 Clarity eCommerce Fully custom, scalable enterprise eCommerce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, business intelligence and comprehensive administration features.

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

www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

intlsoftwaresystems.com/ • 714-379-0545 NEW: Success Is in the Details Personalized on-site or remote training.

In English, French & Spanish!

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SERVICES

for The Lis List! isttt!! is Hear direct from userss and nd d Partners who use The List List: t: bit.do/lovethelist

KEY: 365 Dynamics 365

74 | GPUG Magazine

Dynamics AX

Dynamics GP

Dynamics NAV

Dynamics SL

Dynamics CRM

Online Trial Available

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

Mobile Enabled

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