2015 Q1 - GPUG Magazine by Dynamic Communities, Inc

Q1 2015

WWW.GPUG.COM

THE BIG LEAP

PLANNING YOUR UPGRADE

MICROSOFT DYNAMICS GP 2015 NEW ONESOURCE SERIES: TIME TO UPGRADE! THE DISH ON

IRS sledgehammer ACA penalty for offering no health insurance

IRS tack hammer ACA penalty for offering non-compliant coverage

Know when to take cover from the ACA penalties that, come 2016, will be calculated monthly for IRS reporting ﬁled for CY2015.

IF YOUR COMPANY HAS...

t many hourly workers t lower-wage workers t varying work schedules t seasonal hiring t frequent turnover and you’re running payroll on Microsoft Dynamics GP, get the Affordable Care Act add-on for GP Payroll \PI\ XZQV\[ .WZU ! + M Å TM[ .WZU ! + and pinpoints your ACA risk.

SYPNIO ACA REPORTING

t Extends tracking for deeper, internal reporting t Determines employee eligibility for coverage t Tests affordability of coverage offered t Uniﬁes reporting for multiple GP databases t Works in V10 to GP2015 t Is backed by well-informed support t One-time, cost-effective investment t No need for HR module

Don’t miss our video on Form 1095-C: How Offers of Coverage Dictate GP Payroll Setups bit.ly/Form1095CinGP

www.sypnio.com

815-656-4000

contents Q1 2015

www.gpug.com

Tweet It! What’s your most important goal related to Microsoft Dynamics GP? Share your thoughts on Twitter #GPUG.

Q1 2015

WWW.GPUG.COM

THE BIG LEAP

PLANNING YOUR UPGRADE

THE DISH ON MICROSOFT DYNAMICS GP 2015 ARE YOU COMPATIBLE? CHECK OUT THE ISV CHART

In Every Issue 5 7 8 11 12 26 27 32 33 45 46 48 49

From the Director Meet the Leaders Events Welcome to Our New Members Chapter News What’s Trending: Microsoft Azure Word Find Volunteer of the Quarter: Belinda Allen Name That Photo Contest Academy Corner On Topic Find the Logo Contest The GP List, from The Partner Channel

Features 14

Member in Action South Adams County Water & Sanitation District

16 20

Why (or Why Not) Microsoft Dynamics GP 2015?

Tips & Tricks Microsoft Dynamics GP Backups with Windows Azure Blob Storage Service

25 28

What’s New on the GPUG Website

Tips & Tricks Favorite Excel Formulas – Part I

ISV Partner Member Showcase The ISV Compatibility Chart

39 40 42

GPUG Volunteer Opportunities

44 47

Thank You to the GPUG Summit 2014 Sponsors

Advertiser Index ACOM Solutions, Inc. . . . . . . . . . . . . . . 6 Altec . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Blue Moon / Mercury . . . . . . . . . . . . . . 4 Business Computers (Time Matrix)

Dynamic Budgets . . . . . . . . . . . . . . . . 43 GPUG Sandbox . . . . . . . . . . . . . . . . . 33 GPUG Summit 2015 . . . . . . . . . . . . . . 10 Integrity Data . . . . . . . . . . . . . . . . . . . 38 Kamp-Data, Inc. . . . . . . . . . . . . . . . . . 21 k-eCommerce . . . . . . . . . . . . . . . . . . . 19 KTL Solutions, Inc. . . . . . . . . . . . . . . . 24 Liaison Software Corporation . . . . . . 47 Mekorma . . . . . . . . . . . . . . . . . . . . 34-35 MetaViewer from Metaﬁle . . . . . . . . . 68 Sierra Workforce Solutions . . . . . . . . 31 Solver . . . . . . . . . . . . . . . . . . . . . . . . . 67 Sypnio Software . . . . . . . . . . . . . . . . . . 2

User Member Showcase Southeastern Freight Lines, Inc.

Microsoft Member Showcase Jeff Trosen

Top 10 Upgrading Tips Tips & Tricks Speeding Up the Upgrade Process

In Your Words Q1 2015 | 3

Get ahead of the game with Blue Moon’s Credit Card Payments — powered by Mercury®

Mercury® delivers fast, reliable and secure payment processing, optimized for Microsoft Dynamics® GP. With Mercury’s award-winning processing already built into Microsoft Dynamics GP, merchants can accept the most common payment types and card brands, while enjoying reliable uptime, real-time transaction viewing and more. By working with Mercury and Blue Moon merchants can have state of the art ERP technology with integrated payment processing, at a much lower cost.

Why Mercury?

Why Blue Moon?

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Integrated processing platform

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PCI compliance assistance via Merchant

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Support for Pre-authorization, Sales (capture), Adjust, Returns, Voids, Voice Authorization

SecureAssist®

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Address, ZIP, and CVV2 veriﬁcation

Tokenization secures card data for simple

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Ability to store multiple credit cards per

recurring billing

customer, default cards by customer or

Continuous processing if the authorization

customer location

network goes down*

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Allows multiple credit cards per sales document

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Free 24/7 U.S. based support

đƫ

Payment By Statement option allows for

đƫ

Competitive rates

scheduled payments for on-account customers đƫ

isit Be sure to v d Mercury n a n o o M e Blu nce 2015! at Converge

Support for batch processing

Learn more about how Blue Moon and Mercury L will beneﬁt your business.

800.846.4472 www.mercurypay.com *Available for merchants who meet eligibility requirements. Certain restrictions and limitations apply; not available in Canada. Microsoft Dynamics® is a registered trademark of Microsoft Corporation.

401.276.9000 www.bluemoonisv.com

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

letter

Goingfrom to the the Next Level... gpug director Sherry Linares

What’s in a Routine?

Kim Peterson

heck out this quote from author Mike Murdock: “The secret of your future is hidden in your daily routine.” How true is that? This is a thought for the day when it comes to your professional life. During my years as a working adult, I’ve observed many successful as well as many troubled co-workers. I’ve found that those who have discipline and a plan are typically the ones who are on top and less stressed. GPUG® brings opportunity to your daily routine. We offer education and networking opportunities with fellow Microsoft Dynamics GP Users. By building a routine of learning in your career, you will not only learn how to improve what you do and get out the door faster each day, but you will also help those around you. Learning will continue to make your company more successful by honing your knowledge to make timely business decisions from real-time data. At this point in my career, I can say it’s important to build a routine. I challenge each of you to do the following every Monday morning: » Look at the GPUG Events newsletter and see what learning opportunities are available for you and your teammates. » Book a recurring Outlook appointment for viewing conversations happening online at www.gpug.com. » Attend face-to-face events so you can increase your “net worth”. Knowing others in our network adds value when you need assistance or you are looking for new professionals for your company. This magazine helps in setting routines around upgrading and processes. Our last issue covered Microsoft’s newly released Microsoft Dynamics GP 2015 and its benefits. This issue now pushes you forward in preparing for your next upgrade. With the planned releases Microsoft offers, it’s to your advantage to keep moving forward with a cadence. Making it a routine and not an event helps you and your company, so learn more from the magazine on tips and tricks related to upgrading and processes, and then plan accordingly – it’s an exciting time. Dig into this issue. Enjoy reading about fellow GPUG Members and their professional experiences. GPUG is blessed to have volunteers who help the community learn and prosper. We work to recognize Members who are there for GPUG, day in and day out. The next time you collaborate with them on our website, say THANK YOU! They are the ones who move our community forward. We encourage you to step up and participate, and to take time to plan a better routine. Start today, and make positive forward-motion changes. GPUG is there to help you along the way!

Kim Peterson GPUG Director

Q1 2015 | 5

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leaders mee t your gpug le aders

Frank Heslin ﬁnancial systems administrator ExamWorks, Inc. Frank.heslin@examworks.com

What does your company do? We provide independent medical examinations (IMEs), peer and bill reviews, medical compliance, and other related services. How many Microsoft Dynamics GP Users do you have? We have 79 concurrent licenses and about 120 Users. Which product version are you using? Microsoft Dynamics GP 2010 SP3 (we’re planning to upgrade to Microsoft Dynamics GP 2015 in Q2/3 of this year). What are you looking forward to with your leadership involvement? Keeping GPUG® moving forward. It has come a long way from when I ﬁrst joined back in 2010…and yet it has plenty of room to grow! I want to remember and honor the leaders that came before me, help continue to spread the word about GPUG, and, as always, help Users get more out of Microsoft Dynamics GP!

Shawn Dorward senior ﬁnancial systems analyst

What does your company do? SEFL is a less than truckload (LTL) freight company.

Southeastern Freight Lines, Inc. (SEFL)

How many Microsoft Dynamics GP Users do you have? We have more than 35 Users.

Shawn.dorward@seﬂ.com

Which product version are you using? We’re on Microsoft Dynamics GP 2010. What are you looking forward to with your leadership involvement? I am looking forward to helping ensure that GPUG beneﬁts continue to provide Users with valuable resources and opportunities for success.

Q1 2015 | 7

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events sessions meetings courses

GPUG® Academy Pre-Conference Training October 12 – 13 | Reno, Nevada

Webinars March 5 – Microsoft Dynamics GP 2015 Take Ten 10@10:

Build an App with Mariano

www.gpugsummit.com/reno

March 10 – Lunch & Learn Series: 100 Products in 50

GPUG Summit 2015

March 12 – Microsoft Dynamics GP 2015 Take Ten 10@10:

Minutes October 14 – 16 | Reno, Nevada

www.gpugsummit.com/reno

Academy Courses March 5 – Understanding the Microsoft Dynamics GP Data

Model – Where Does My Information Go? March 5 – Advanced A/P Topics – Getting Started with

Purchase Order Processing March 6 – Introduction to Management Reporter March 27 – Advanced Management Reporter

Chapter Meetings March March March March

11 12 26 27

– Massachusetts | Boston – Texas | Austin – New York | Albany – Florida | Tampa Bay

Payment Terms Unleashed! March 25 – Microsoft Dynamics GP 2015 Take Ten 10@10:

Microsoft Dynamics GP 2015 Human Resource and Payroll – The Hidden Features You Did Not Know April 13 – Builder Monday SIG: Troubleshooting Session! April 14 – Lunch & Learn: Be a Dashboard All Star with Microsoft Dynamics GP and Excel April 15 – HR/PR SIG: Microsoft Dynamics GP Workflow – What it Can and Can’t Do April 16 – GPUG Membership Benefits Overview & Orientation May 12 – Microsoft Dynamics GP Streamlined: Speed Up Everyday Processing May 21 – GPUG Membership Benefits Overview & Orientation June 9 – Lunch & Learn: Routines in Microsoft Dynamics GP: Gotta Have ’Em June 18 – GPUG Membership Benefits Overview & Orientation July 13 – Builder Monday SIG: Troubleshooting Session! July 16 – GPUG Membership Benefits Overview & Orientation

The event calendar 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. 8 | GPUG Magazine

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

events sessions meetings courses

OneSource Webinar Series With today’s fast-moving business requirements, you need to have a solid software upgrade plan, not only on Microsoft Dynamics GP, but also on other integrated solutions as well. The OneSource Series is a quick and convenient way to ﬁnd interactive, educational webinars that dive into topics on the top of GPUG® Members’ minds. The OneSource Series is available exclusively to GPUG Members and provides you with the education you need to help you upgrade smoothly. Get valuable tips and tricks, tools to leverage, and timely advice so upgrades are a part of your process, not an event! The schedule for upcoming OneSource sessions in April and May is below. Following each session, recordings will be posted in the GPUG Library for Members so that you can get a refresher or listen to the sessions when convenient for you. Learn more and register today at www.gpug.com/onesource.

April 9, 1:00 p.m. ET 50 Tips in 50 Minutes: Upgrading Microsoft Dynamics GP April 9, 3:00 p.m. ET Migrating from Microsoft FRx? April 21, 1:00 p.m. ET Mariano’s Toolbox: Upgrading to Microsoft Dynamics GP 2015 for Dummies April 22, 1:00 p.m. ET 30 Upgrade Resources in 30 Minutes April 28, 1:00 p.m. ET Lift and Shift – Moving Microsoft Dynamics GP into the Cloud May 7, 3:00 p.m. ET Part 1: Upgrade Assessment May 13, 11:00 a.m. ET Part 2: Upgrade Preparation May 13, 2:00 p.m. ET Part 3: The Upgrade - Best Practices May 19, 1:00 p.m. ET Part 4: Testing, Testing & MORE Testing May 19, 3:00 p.m. ET Part 5: The Upgrade Roll-Out - Best Practices

Learn more and register today at

www.gpug.com/onesource Q1 2015 | 9

RENO●TAHOE 2015 October 12-16, 2015 What she said...

“

I was able to have meaningful conversations with other Dynamics GP users and experts around topics that are relevant to our current environment. - Holly K.

Learn more today about this must-attend event:

gpugsummit.com

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

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 360 Yield Center AccTech Consulting Advanced Urology Institute, LLC AE Smith Allied Wallet, Inc Anne Carlsen Center Armada Author Solutions, Inc. Avante Group Bankers Healthcare Group, Inc. Blommer Chocolate Blue Box Group, Inc BNI Coal, Ltd. Bone & Joint Clinic Brattleboro Retreat Business Risk Partners Cereus Properties, LLC Chase Petroleum Services Chem Group Inc. Climatec Inc. Connecticut Conference of Municipalities (CCM) Consolidated Investment Group Consolidated Water Ltd. ConsultNet LLC Coquille Valley Hospital Detroit Metro Convention & Visitors Bureau Ditch Witch Elizabeth Glaser Pediatric AIDS Foundation Filter, LLC Firelands Physician Group Frontier Supply Chain Solutions Inc.

GCS Supply, LLC Goodwill of Greater Washington Groendyke Transport H.W. Culp Lumber Company Hanover Consumer Cooperative Huron Area Center for Independence Jacobs Entertainment, Inc. Just Energy Corp KC Dynamics Enterprises Inc. Kittle’s Home Furnishings Center, Inc. K-Rain Manufacturing Legumex Walker Canada Inc. Lipman Brothers Lutheran Services Carolinas Monteris Medical Inc. Morrison Companies National Association of Tax Professionals Northwest Center Ottawa Children’s Treatment Centre Pheasants Forever, Inc. Philhaven Provco Group Quonset Development Corporation Rancho Santa Fe Fire Protection District RDI USA Inc Renewable NRG Systems RetroFit Technologies, Inc. Rice Fruit Company Rutland Regional Medical Center Safe-Guard Products

International, LLC Securtek Monitoring Solutions ShuBee Signature Healthcare LLC Social Security Board Belize Soft Surroundings South County Mental Health Center, Inc. Spirit Lake Casino & Resort Sun Trading LLC Swisher Hygiene Tennessee Orthopaedic Alliance The Alberta New Home Warranty Program (ANHWP) The Blood and Tissue Center of Central Texas The Christian and Missionary Alliance The McGregor Company The Meadows The Phoenix Group The Powell Group The Washington Center for Internships and Academic Seminars Thirty-One Gifts TKO Electronics, Inc Toho Water Authority Top Shelf Manufacturing, LLC Valley Queen Cheese Factory Veridian Connections Inc Vogue International Wallner Tooling Expac Inc Wyandotte Tribe of Oklahoma

Finansys Solutions Go Integration, Inc. ICON Business Consulting, LLC International Software Systems Logan Consulting

Red Three Consulting, Inc. Smith Accounting & IT Solutions, LLC SteveA Financial Systems, LLC TD Carpenter & Associates, Inc.

Thirty-One Gifts, founded in 2003, is one of the leading direct-selling companies in the United States, with distinctive functional products that range from personalized home organization solutions to premium faux-leather purses, pockets, and wallets. Based in Columbus, Ohio, Thirty-One’s products are sold through more than 106,000 independent sales consultants via home parties. “After attending GPUG Summit in realized how valuable not only the training programs were, but also simply networking with other business Users,” says Katie Reynolds, director of accounting for ThirtyOne. “We believe GPUG will help enable us to use Microsoft Dynamics GP to its full

Thank you to the following Members for participating in the GPUG Member Get a Member Program: Abra Gilman Ann Barry Barbara Gavron Beth Burrell Brad Jones

The Thirty-One team at its home ofﬁce.

St. Louis for the ﬁrst time last year, we

New GPUG Partner Members ACOM Solutions, Inc ACTIS LLC Altico Advisors Business Growth & Performance Improvement Dynavistics, Inc.

Meet one of our newest Members... Thirty-One Gifts

Gary Siebenlist Laura Lupardus Sandeep Bowenapally Shannon Mullins Sonia Aggarwal

potential.” Learn more about Thirty-One at www. thirtyonegifts.com.

GPUG

Sue Kapis Trang Smith Zach Ungerman

Visit www.gpug.com/membership/mgam to participate in the GPUG Member Get A Member Program.

Q1 2015 | 11

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

news c h a p t e r

ne w s

Up-and-coming Chapter

NEBRASKA Chapter Leader Marisa Beekman human resource associate Outlook Nebraska, Inc Mbeekman@outlooknebraska.com

“We have had three meetings so far, and I have received positive feedback on all...”

Chapter

HIGHLIGHTS 12 | GPUG Magazine

Marisa Beekman is the leader of the Nebraska chapter, a group that is starting their second year of meetings and gaining momentum. “We have had three meetings so far, and I have received positive feedback on all, especially on the sessions with the subject matter experts,” says Marisa. “My goal is to bring in an expert on various subject matters for each meeting so our members can learn as much as possible and get their questions answered. I am excited to see what the future will bring for our chapter and the meetings.” One of Marisa’s personal goals for 2015 is to host a post-meeting social at her organization, Outlook Nebraska, Inc. (ONI), a provider of employment and workplace training, as well as other opportunities, to the blind and visually impaired. “We were recognized as the Greater Omaha Chamber’s 2014 Innovator of the Year and we’re the largest employer of the blind and visually impaired in Nebraska and the only agency of its kind in a seven-state region,” says Marisa. “One of the things that I love most about our organization is that we provide independence and conﬁdencebuilding services for our associates and the community, including social activities, education, training and health and wellness programs.” For more information about ONI, visit outlooknebraska.org.

» Averaging 10 people at each chapter meeting » SMEs Rule! Meetings + Subject Matter Experts (SME) = Positive Feedback » Quarterly meetings at the Microsoft oﬃce in Omaha, Nebraska

news c h a p t e r

ne w s

Up-and-coming Leader

VIOLA SHOELL Microsoft applications specialist Franklin PUD Vshoell@franklinpud.com

Viola Shoell, who is spearheading the Washington chapter, is our up-andcoming leader this issue. An average of 15 Members attend the quarterly meetings, sharing knowledge from year-end procedures to why IT and Users need to work together. It’s the knowledge-sharing atmosphere that Viola loves most about leading the Washington chapter. “The sharing of knowledge between Users is absolutely incredible at each and every meeting. In addition to learning a ton about Microsoft Dynamics GP, we learn about modules we may or may not like to use. In the end, Members have valuable information as well as a greater perspective to take back to the office.” Viola shares that one of the major takeaways she’s learned along with other attendees is the importance of IT working directly with Users. “They may be separate entities, but IT can no longer be the people hiding in the basement. IT needs to get involved to understand the Users, and Users need to share the reasons behind the changes they seek from IT.” Viola continues, “It’s rewarding to see the light come on for Users when we discuss the relationship between them and IT.”

» » » » » »

10-18 active members 2015 = 4 meetings + Expertise Most successful meeting: Year-end procedures in the 4th quarter of 2014 Viola’s favorites? Meeting people and sharing knowledge The Washington chapter meets quarterly Hottest Topic: Year-End Procedures

“Users gather valuable information and a greater perspective to take back to the ofﬁce.”

Leadership

HIGHLIGHTS Q1 2015 | 13

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member in action

YOU’RE NOT ALONE IN YOUR MICROSOFT DYNAMICS GP UPGRADE SOUTH ADAMS COUNTY WATER & SANITATION DISTRICT (www.sacwsd.org)

outh Adams County Water & Sanitation District (SACWSD) is a water and waste-water utility providing sewer services in the Commerce City, Colorado area to 60,000 residents. Mark Huff is responsible for the management of the organization’s Microsoft Dynamics GP solution as well as the coordination of SACWSD’s IT systems. SACWSD has 105 employees working across four different facilities within Commerce City, and 25 of those employees are Microsoft Dynamics GP Users. Microsoft Dynamics GP handles all of SACWSD’s core financials, including Payroll, HR, AP, and AR. The company also has an ISV solution from Diamond Municipal Software to assist with its utility billing of 15,000 customers per month. SACWSD is on the current version of the solution, Microsoft Dynamics GP 2013 R2, as it needs to keep compliant for government records. “Every version that is released has new features, so each upgrade requires massive evaluation on whether those features will be helpful to us or not,” Mark says. “The upgrade from Microsoft Dynamics GP 2010 R2 to Microsoft Dynamics GP 2013 was definitely one of those mass upgrades that took some due diligence.”

14 | GPUG Magazine

As the new leader of the Upgrade Special Interest Group (SIG) for GPUG®, Mark has the experience to help his organization and others make the upgrade process successful and less painful. “Not painLESS. Less painful,” Mark points out. “It’s important that Users don’t assume upgrades are an easy task. It takes time, work, and testing to make it run smoothly.” Over the course of two months, Mark directed his team on the path to a successful upgrade with three key factors in mind: » “Always know what you have to start with. Customizations and multiple ISV products. You need to know all the parts you’re using and whether you should still be using them after the upgrade. For example, SACWSD got rid of two customizations because they became part of the product. Functionality changes, so always be on the lookout for those.” » “Test, test, and test again. In Microsoft Dynamics GP 2013, we immediately found things that didn’t work quite the same either visually or functionally. 2013 was a huge visual change for my Users, so we had to address how we should handle it. Do we deal with it or change it? Give your Users an environment to try out and see their processes in action. Make them part of their testing process. At SACWSD, we tested it multiple times within our IT

group and then had end-Users come in to test and evaluate. That phased approach made it much more streamlined.” » “Finally, hold their hand when they’re ready to go. Knowing support is there is a big conﬁdence booster for Users and another reason the GPUG community is so valuable today.” Mark is excited to be heading up the Upgrade SIG in 2015. “I look forward to getting more people involved and reenergizing the SIG, as there’s so much value by learning from other people’s brain damage.” Mark’s “brain damage” can be summed up in two great pieces of advice: » Don’t rush it. Take your time to do it right. » Work with your end-Users. Don’t just push it through the powerUsers or IT; make sure to get everyone’s point of view. If there is one thing that is true for all upgrades, it is that there will be hiccups along the way. “You’re not alone on these,” Mark says. “Other people have been through what you’re going through. Reach out to the MVPs, All Stars, and other GPUG community leaders. You should never feel alone on an upgrade.”

GPUG

If you’re feeling alone on your upgrade, contact Mark at Mhuﬀ@sacwsd. org or 720-206-0540.

Q1 2015 | 15

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feature

Why (or Why Not)

Microsoft Dynamics GP 2015? GPUG®: What are your initial thoughts about the release of Microsoft Dynamics GP 2015? Christina Phillips (CP): There are some great new bells and whistles, but bigger pieces came from the Microsoft Dynamics GP 2013 R2 release. Belinda Allen (BA): I don’t have any Customers on it yet and am just getting more familiar with it myself. My initial thoughts are unless Users need a specific Workflow process or enhanced Services Orientated Architecture (SOA), they can hold off upgrading for now. Charles Allen (CA): This has been more of a quiet release for Microsoft Dynamics GP 2015. People are saying, “Oh, there’s a new version, how about that!” I think we’re all just getting used to new features every six months, and that’s going to change how we address upgrades for this release and moving forward. BA: I like Charles’s terminology: It has been a quiet release, but with two giant boulders, additional Workflow and Services Orientated Architecture. I think that these terms are also so new that many Users are wondering what they actually mean for their business. GPUG: Why should (or should not) Users upgrade to Microsoft Dynamics GP 2015? CP: If Users are on an older version than 2013 R2, they should definitely plan the upgrade to 2015 soon. BA: Payables batch approvals is important for us and will be for quite a few of our Customers. Microsoft supports two versions, so a good rule of thumb is to never be older than two versions. Maybe you don’t need to upgrade every time, but you do every other time. If you don’t, upgrades become much more complex, therefore more costly.

16 | GPUG Magazine

CA: Yes, there’s a difference from upgrading version to version versus making huge leaps. The more up-todate you are, the easier it is. BA: Not only do Users need to stay current on Microsoft Dynamics GP, but they also need to stay current on Office as well. The easiest and most cost-effective way to do that is Office 365. GPUG: Given this, who should be first in line for Microsoft Dynamics GP 2015? CP: If Users aren’t already on Microsoft Dynamics GP 2013 R2, they should implement Microsoft Dynamics GP 2015. Workflow also previously scared people off because of the different SharePoint requirements, but that is now native in Microsoft Dynamics GP 2015. So people who want more Workflow functionality, but don’t want to invest in ISV solutions, can achieve this pretty quickly right out of the box. CA: Business Portal and SharePoint are not fun at all to implement outside of Microsoft Dynamics GP. It’s certainly a lot better to have it all in-house instead of going out to SharePoint. BA: Yes, it really depends on how old of a version you’re running. Anyone who hasn’t already implemented ISVs like KwikTag or ReQlogic can benefit from 2015 because of the new document management and accounts payables batch approvals. GPUG: What should Users know in terms of cost and licensing for Microsoft Dynamics GP 2015? CP: If they’re still on 2010 and going to go to 2015, then there’s a licensing transition from Module Based Licensing or Business Ready Licensing to a Perpetual Licensing Model. With Perpetual Licensing, Users get unlimited Management Reporter (MR) viewer licenses, which makes it easy and cost-effective to get financial data out to the entire organization. They also get unlimited Users on Microsoft Forecaster and unlimited employees if they already own Payroll. These little cost-savings nuggets can add up to a lot of benefit for Microsoft Dynamics GP Users. BA: Microsoft Dynamics GP 2015 also has a $60 per User read-only option, and that’s a huge savings and benefit to Users.

BELINDA ALLEN Microsoft MVP, MCP, MCT, and co-founder at Smith & Allen Consulting, Inc.

CHRISTINA PHILLIPS senior managing consultant at BKD Technologies

GPUG: You’ve touched on a few features and beneﬁts, but what’s your #1 favorite new feature in Microsoft Dynamics GP 2015 and why? CA: There’s a whole lot more HR functionality that’s now part of the package deal in Microsoft Dynamics GP 2015. As far as time savings, I think that’s a huge win all-around. BA: My favorite so far is the Business Analyzer (BA) app now available on iPad that allows Users to see Excel and Management Reporter reports or statements via the app instead of in a PDF view. I show Customers this, and their jaws drop. They immediately say, “I want this.”

CHARLES ALLEN managing consultant at BKD Technologies

Q1 2015 | 17

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feature CP: I agree, Belinda. The very fact of having one comprehensive place and centralization for financial documents in a mobile view is going to be really cool. CA: Yes, just the other day, we had a client wanting to email Microsoft FRx statements to their managers, and we’re working with them to provide a mobile delivery mechanism instead of making them log in to the network. GPUG: What are Customers already raving about in terms of Microsoft Dynamics GP 2015? BA: I would say Workflow is the hot ticket item. I’m anxious to get more people on Workflow in Microsoft Dynamics GP 2015. A lot more is possible with Payables Batch Workflow and General Ledger (GL) Batch Workflow. The Excel refreshable report from SmartList Builder is another very cool feature that I’m excited to play around with. CA: Yes, there’s a ton of good opportunity there. I know they’ve added functionality around Excel reporting and SmartList designer, and I think that will meet a lot of employee self-service needs for Microsoft Dynamics GP Users. It seems like there’s a good marriage of using Web Client and the new built-in functionality of time sheet data entry and employee self-service versus using Business Portal. BA: I feel like there’s still a window before the functionality of Microsoft Dynamics GP 2015 is commonplace, and that’s forward-thinking on Microsoft’s part. It gives us time to play with it before Customers demand it. For example, it took a while for people to fight over SmartLists because Users didn’t see the value right away, but now they love it. CA: Yes, they definitely see the value now. BA: The little tweaks in SmartLists for Microsoft Dynamics GP are minor changes, but they can result in huge time and cost savings. For example, Users complained about defaulting credits before debits, and now that’s changed in this release. GPUG: What should Microsoft Dynamics GP Users be aware of when planning their upgrade? CA: Make sure your third parties are available and custom work is supported, which is something Users should do for every upgrade. Finally, test, test, and test. BA: Yes, and if you test upgrade, then you know whether your third parties are or aren’t available. Make sure hardware and software requirements are met and products are ready. Don’t make the assumption they are! CA: This may be wishful thinking, but having a separate test environment is also ideal. BA: Azure makes that easy enough, so there are no excuses for Users; test before you upgrade! You don’t need to test all your features, just the ones you want to work. (That was a joke. So, yes, test everything!) GPUG

18 | GPUG Magazine

user member showcase

Quality without Question SHAWN DORWARD COMPANY Southeastern Freight Lines, Inc. INTERVIEWEE Shawn Dorward, senior financial systems analyst WEBSITE www.sefl.com HEADQUARTERS (Support Center): Lexington, South Carolina PHONE 803-939-3522 EMAIL Shawn.dorward@sefl.com ESTABLISHED 1950 NUMBER OF EMPLOYEES More than 7,000 MICROSOFT DYNAMICS GP VERSION Microsoft Dynamics GP 2010 with plans for upgrade to Microsoft Dynamics GP 2015 NUMBER OF USERS 30

20 | GPUG Magazine

s a family-owned company, Southeastern Freight Lines, Inc. (SEFL) is a company of quality. The less-than-a-truckload freight company provides service to customers predominantly in the Sun Belt as well as Kentucky, Texas, and Puerto Rico. Shawn Dorward, senior financial systems analyst at SEFL, says, “As a purely service-based operation, we measure all we do using high standards of quality.” As one of last year’s GPUG® All Stars, Shawn keeps quality in high regard while ensuring the financial system health for the company. By leveraging Microsoft Dynamics GP, Shawn serves as a liaison for the IT department and develops best practices and procedures for Users along the way. “In addition to financial systems health, I make sure security measures are met and upgrades go smoothly by providing project plans for our team members as well as conducting User testing, creating documents with key points, and conducting internal trainings with Users,” Shawn says. Speaking of upgrades, SEFL is currently undergoing its technical readiness assessment for a Microsoft Dynamics GP 2015 upgrade and plans to go live before the end of August this year. “We’re excited about a ton of the new features from 2013

and 2015, but we’re most excited to be on the most current version and stay mainstream,” says Shawn. “By being part of the Microsoft roadmap, we can be proactive instead of reactive as a company and get the biggest beneﬁt out of our investment.”

Clean and Lean As a large company with more than 6,000 employees to pay every week, SEFL has an eﬃcient payroll process with little customization. “Other than leveraging Integrity Data HR and Payroll Add-Ins, we have no ISVs or custom code,” Shawn shares. “Keeping the code as lean as possible is a factor in what has helped us cut the eight-plus hour process down to four hours each week.” By ensuring that only applicable codes are used on the employee level, and combining with fast/reliable hardware, SEFL streamlined its processes immensely. Shawn adds, “Our company is constantly growing, and we can’t just postpone paychecks. Keeping things lean ensures we stay on a tight timeframe.” On the security side of things, Shawn has implemented a revered role-tailored security policy for his associates. “One of our controller’s key concerns is security. To ensure controls throughout the User population are current and necessary, we leverage Fastpath’s ConﬁgAD tool

combined with a customized role system that makes periodic internal audits a breeze,” says Shawn.

“GPUG is a real network of people across the country and around the world who are going through similar issues. One can gain so much insight, information, and education from GPUG...”

photo by jimmyharris photo by Beverly & Pack

photo photoby bysskennel The Knowles Gallery

Coast to Coast Sales Tax Solution Since 1993

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GPUG: The Manual for Microsoft Dynamics GP The building of a true network is what drew Shawn into GPUG. “GPUG is a real network of people across the country and around the world who are going through similar issues. One can gain so much insight, information, and education from GPUG through Collaborate and webinars. As of today, there isn’t really a manual for Microsoft Dynamics GP,” Shawn concludes, “And I think GPUG is becoming that manual Users need to be successful with Microsoft Dynamics GP.” GPUG

>ŝǀĞ /ŶƚĞƌŶĞƚ ĐŽŶŶĞĐƟŽŶ ŶŽƚ ƌĞƋƵŝƌĞĚ EŽ ƉĞƌ ƚƌĂŶƐĂĐƟŽŶ ĐŚĂƌŐĞƐ ĂƐŚ ĂƐŝƐ ZĞƉŽƌƟŶŐ WƵƌĐŚĂƐĞ dĂǆ ĐĐƌƵĂů ŽƐƚ īĞĐƟǀĞ

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Q1 2015 | 21

t&t

TIPS & TRICKS

Microsoft Dynamics GP Backups with Windows Azure Blob Storage Service by Mariano Gomez ith the introduction of Microsoft Dynamics GP 2013 R2, Microsoft delivered support for application database backups onto Windows Azure blob storage service (http://azure.microsoft. com/en-us/documentation/articles/storage-dotnet-how-to-useblobs) from within Microsoft Dynamics GP itself. Azure Blob storage is a service for storing large amounts of unstructured data, such as text or binary data, that can be accessed from anywhere in the world via HTTP or HTTPS. You can use Blob storage to expose data publicly to the world or to store application data privately. Common uses of Blob storage include: » Serving images or documents directly to a browser » Storing ﬁles for distributed access » Streaming video and audio » Performing secure backup and disaster recovery » Storing data for analysis by an on-premises or Azure-hosted service In turn, Microsoft Dynamics GP takes advantage of capabilities introduced in SQL Server 2012 SP1 CU2 to enable SQL Server backup and restore directly to the Windows Azure Blob service. See http://msdn.microsoft.com/en-us/library/jj919148(v=sql.110).aspx for more information. NOTE: Starting with SQL Server 2012 SP1 CU4, you can also use Windows PowerShell to back up to and restore from Windows Azure Blob storage services. As part of the backup and restore process, Microsoft Dynamics GP calls the syGPAzureBackupRestoreProcess system database stored procedure.

NOTE: The full URL will be the URL preﬁx followed by blob.core. windows.net. Upon creation of the storage account, the storage account name and its access key properties are required to authenticate to the Windows Azure Blob Storage service and its components.

Storage Account Setup Following the creation of the account, you will need a storage container. A container provides a grouping of a set of Blobs, and can store an unlimited number of Blobs. To write a SQL Server backup to the Windows Azure Blob service, you must have at least the root container created.

Instructions To take advantage of Windows Azure Blob storage service, you must begin by setting up an Azure storage account, which is the starting point for all storage services. The storage account requirements are fairly straightforward: Set up a URL preﬁx, associate a location or aﬃnity group for your storage account, and determine the type of replication. See http://azure.microsoft.com/ en-us/documentation/articles/storage-manage-storage-account for additional information on replication options.

22 | GPUG Magazine

Container tab

Click on the Containers tab to set up a new container. Enter a name for the container, and select the type of access that will be provided to the container.

Follow these instructions: » Select the company you wish to back up. » Choose Use Microsoft Azure storage as the destination for your backup. » Enter the storage account name you created in Windows Azure. » Paste the access key from the previous section. » Enter the URL to the container. The URL format is as follows: https://storage-account.blob.core.windows.net/container-name

New Container Setup For more information on setting container access types, see http:// msdn.microsoft.com/en-us/library/azure/dd179354.aspx. Once the container has been set up, you should see your new container listed.

Container is Now Set Up Return to the storage account dashboard and click the Manage Access Keys option at the bottom of the window for the storage account you set up. You can copy the primary access key, which will be used to set up Microsoft Dynamics GP.

Back Up Company

» Click on Verify account to validate your account settings and connectivity to the container, then click OK to continue. The backup performance will depend on your Internet connection speed. GPUG Mariano Gomez is a Microsoft Most Valuable Professional (MVP), blogger, and EVP of midmarket solutions at Intelligent Partnerships, LLC. Under his tenure, Intelligent Partnerships has become a leading consulting ﬁrm providing management consulting and technology solutions for companies with ﬁeld services and dispatch operations in the exploration and mining, oil and gas, biomedical, security and safety systems, and high-tech equipment industries.

Manage Access Keys In Microsoft Dynamics GP, go to Microsoft Dynamics GP > Maintenance > Backup to open the Back Up Company window.

Mariano is the author of The Dynamics GP Blogster. Recognized by his peers and the User community at large as a top Microsoft Dynamics GP resource, he has been named to the Top 100 Microsoft Dynamics Most Inﬂuential People by DynamicsWorld UK. Mariano is a ﬁxture as a presenter at Microsoft Convergence, Microsoft Dynamics GP Technical Airlift, reIMAGINE, and GPUG® Summit. Q1 2015 | 23

This article originally appeared on The Dynamics GP Blogster under the following article: http://dynamicsgpblogster.blogspot.com/2014/12/ microsoft-dynamics-gp-backups-with.html For more information on SQL Server and Azure, visit the following: Âť Information on Azure Blob Services: http://azure. microsoft.com/en-us/documentation/articles/ storage-dotnet-how-to-use-blobs Âť Information on SQL Server and Azure blob storage services: http://msdn.microsoft.com/en-us/library/ jj919148(v=sql.110).aspx Âť Additional information on replication options: http://azure.microsoft.com/en-us/documentation/ articles/storage-manage-storage-account

Âť Information on securing Azure containers and blobs: http://msdn.microsoft.com/en-us/library/azure/ dd179354.aspx Âť For an issue reported when running Microsoft Dynamics GP 2015 on SQL Server 2014: http:// d y n a m i c s g p b l o g s t e r. b l o g s p o t . c o m / 2 0 1 4 / 1 2 / microsoft-dynamics-gp-backups-with_15.html Âť Information on Windows Azure services: www.windowsazure.com Version of Microsoft Dynamics GP: Microsoft Dynamics GP 2013 R2, Microsoft Dynamics GP 2015, Microsoft SQL Server 2012 SP1 CU2

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24 | GPUG Magazine

ON THE

What’s New GPUG Website Focus on Profile The GPUG® website (www.gpug.com) is a great place to ﬁnd information, register for events, access recorded webinars, and connect with others. It also includes a Proﬁle section where you can upload information about yourself, control your account settings, and access your history with the Microsoft Dynamics GP User Group community.

Why is it important for me to update my Proﬁle?

What is my Profile? The Profile section of GPUG.com is a central place on the site for all your information. This area contains your contact information, registration history, community subscriptions, and company information. It also includes biographical information that you’ve chosen to include, such as education background, social networks, and professional experience. You are the only one who can update your profile and you control the privacy settings for who sees the information.

Updating your information is an important aspect of being part of the Microsoft Dynamics GP community. In this area you control: » Mailing Address » Billing Address » Areas of Interest » Change Your Password » Join Another User Group » Renew Your Existing Membership You can also add your primary role and job title. This is especially important for the Member Directory advanced search feature. The more information you include, the more you increase your ability to connect with other like-minded professionals. It’s a great way to build your contacts and expand your network.

Does the Proﬁle section list events I am registered for as well as events I have attended?

Are there privacy settings?

Yes, the amount of information shared is controlled by each User. You can choose to only share information with contacts you have made, with other Members, make it open to the public, or choose the setting that only you can see. These setting choices apply to each piece of information you have included. To access your privacy settings: » Sign into the www.gpug.com site » Click on Proﬁle from the drop-down arrow in the top right (next to the photo area) » Scroll down the page and click on My Settings >> Privacy Settings

Yes, it includes your entire registration history with GPUG. You can view upcoming events you are registered for and access a list of past events. To access your registration history: » Sign into the www.gpug.com site » Click on Proﬁle from the drop-down arrow in the top right (next to the photo area) » Scroll down to the blue bar on the page and click My Registrations When you view your upcoming events, you can click on Details for the event and view your receipt or download an iCal/ICS reminder to your calendar.

Take a moment to visit your Proﬁle and update your information. It will help you make more meaningful connections, enable you to share your experience and credentials and bring depth to your online presence. Updating your proﬁle only takes a few minutes and can make a great difference in the connections you make in the Microsoft Dynamics GP community. Visit www.gpug.com today and get started. GPUG Q1 2015 | 25

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WHAT’S

TRENDING.. MICROSOFT AZURE U

nless you’ve been heads down (synonymous with “living under a rock”) for the last couple of years, you’ve heard about “Azure” (and no, they likely weren’t talking about the color blue).

But do you know what it is? By deﬁnition, Microsoft Azure is a global, enterprise-grade cloud platform oﬀering compute, storage, data, networking, and app services.¹

BENEFITS SUMMARY » Lower training costs for bringing solutions to the cloud by using a familiar virtual machine technology and Microsoft infrastructure. » Reliability, security, and scalability by offering your cloud solutions hosted in Microsoft’s state-of-theart datacenters. » You no longer need to invest in new hardware or networking software as your company grows. » Microsoft Azure offers a pay-as-yougo approach where you only pay for what you use. Additionally, there are never any penalties for changing conﬁgurations.

26 | GPUG Magazine

Now on to the more important question: What does it mean for your business? To get that answer, GPUG® spoke with Errol Schoenfish, director of product marketing for ERP. “Small and mid-sized businesses (SMBs) worldwide are increasingly looking to the cloud as the preferred method of deploying and consuming software,” shares Errol. “Within the U.S. market, for example, IDC predicted that more than 80 percent of mid-sized businesses would employ some form of cloud computing by the end of 2014.” Errol continues, “As SMBs become more comfortable with hybrid and cloud-only deployments, the depth and breadth of workloads that SMBs are asking for in the cloud continue to expand – and ERP is no exception.” So then, how does that relate to Microsoft Dynamics GP? “Based on this demand, Microsoft Dynamics GP fully supports deployment in the cloud, including deployment on Microsoft Azure, so Microsoft Dynamics GP Partners can offer high-value cloud solutions to their Customers,” says Errol. “Microsoft Azure is an open and flexible cloud platform that enables you to quickly build, deploy, and manage applications across a global network of Microsoft-managed datacenters. You can build applications using any language, tool, or framework. And, you can integrate your public cloud applications with your existing IT environment.” Bottom line, according to Errol, “Microsoft Azure provides on-demand infrastructure that scales and adapts to your changing business needs. Whether you are creating new applications or running existing applications, Microsoft Azure provides best-in-class price, performance, and end-to-end support.” GPUG ¹ Definition from www.azure.microsoft.com

ARE YOU IN? Is your organization running on Microsoft Azure? Are you building the business case? Let’s get this conversation started. Go to www.gpug.com and click on “Open Forum” in the middle of the page.

Below are 25 words that relate to the topics and theme in this issue of GPUG® Magazine.

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These words can be found in the grid horizontally, vertically, diagonally, backwards, and

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forwards. Submit your completed Word Find for a chance to win a gift certiﬁcate; simply scan and email your entry to Wordﬁnd@gpug.com.

Azure Backups with Blob Belinda Allen

A Z U R S E R U T A E F Y T I L I B I T A P M O C

A R S S A L U M R O F L E C X E E T I R O V A F R

R S O U T H E A S T E R N F R E I G H T L I N E S

O G N E T W O A T I P S A N D T R I C K S R A F N

N C P L R N T A F N R E T S A E H T U O S L N A E

B H T U N E I R H T I W S A L U M R O F A S D V T

N E S D G B P O B U P G R A D T I N G Z O E T O H

E C A E N R S N L I N E S N I E R H U E N N R R G

T R E B U A A B O O R C I M P T C R L T E I I I I

W U H O L S N A B S O F M C H A E N E S S L C T E

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

R S U B V A T K E L S S L L E O H S A L O I V F F

K E O H N E B R A S K A C H A N E S O R T F F E J

I N S T I P S A N S P I T G N I D A R G P U O A N

N O M I C R O S O F T E S I L T H G I E R F N T S

G E N W L O F O R M U T R O S E N J E F R N E U R

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

S A T P A E H E E E L T S R S B A C K N T R O E E

A R W U R N A R V L N E D R B N E L L A P A U S T

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

H P R C A D N I L E B S R O F L E C X E H L C C U

T U K A C O M M U N U C O M M Y M E D A C A E A L

U R I B E L I N D A A L L E N U P G R A D E O N O

O I S V C O M P A T I B I L I T Y N L L E O H S V

S J E F F T R O R E T P A H C A K S A R B E N R S

Chapter Community Events Favorite Excel Formulas Favorite Features GPUG ISV Compatibility Jeff Trosen Learning Microsoft Nebraska Chapter Networking Southeastern Freight Lines Summit Tips and Tricks Upgrade OneSource Upgrading Tips Users Viola Shoell Volunteers

Q1 2015 | 27

microsoft member showcase

Jeff Trosen, principal group manager

Jeff Trosen leads the Microsoft Dynamics GP R&D team and is a longtime Microsoft (and before that, Great Plains Software) veteran. We sat down with Jeff to talk about features, the future, and highfunctioning teams.

28 | GPUG Magazine

GPUG®: When you look back at your history with Microsoft Dynamics GP, what stands up as the most revolutionary feature to date? Jeﬀ Trosen (JT): The most revolutionary feature to me was the introduction of the Microsoft Dynamics GP web client. So much of the innovation for the web client was behind the scenes as we transformed our Microsoft Dynamics GP platform to a multi-tenant server architecture that scales well for cloud deployments while maintaining ease of use for on-premises deployments. We introduced new security models for Windows Active Directory and Microsoft Azure Identity Management. We provided a smooth transition for our ISVs to bring their solutions to the web client and introduced mixed mode usage where Users can use the desktop client at work and the browser client at home. And we continue to evolve the User experience for the web client by leveraging User interface innovations for Windows 10 and Oﬃce 365.

And on yet another hand, IT managers are thrilled with the introduction of our service-based architecture that provides the ability to create apps on any platform and integrate them to the Microsoft Dynamics GP business logic directly through secure .NET operations.

GPUG: In your opinion, what has been the biggest “stand-out” feature in Microsoft Dynamics GP 2015? Why? JT: It is hard to pick just one standout feature because the broad selection of features in Microsoft Dynamics GP 2015 appeals to different people in an organization. All employees benefit from the new self-service features where you can order a new computer, enter your time and project hours, view your W2, update your employee profile, and other common tasks all through a secure browser experience. The Users responsible for audit control really enjoy the configurable workflows with approval levels tied to the Active Directory profile and the ability to approve workflow items from their email. Keeping an eye on the overall health of your business is also achieved through a wealth of business intelligence features, including refreshable Excel reports, Office 365 dashboards you can view on your smartphone, and the allpopular Business Analyzer now available for Apple and Android devices.

their investment and

“On behalf of the Microsoft Dynamics GP engineering team, I would like to thank our Customers for

for challenging us to continue making Microsoft Dynamics GP even better.” GPUG: How does Microsoft Dynamics GP fit into the mantra of cloud-first, mobile-first by Microsoft CEO Satya Nadella? JT: The evolution of Microsoft Dynamics GP over the last three years has been focused on our cloud-first, mobile-first ambitions in balance with delighting Customers with functionality features they requested. Satya’s previous leadership in Microsoft Business Solutions

makes him uniquely aware of the issues facing businesses today and how the Microsoft cloud and device strategy can unleash a business’s potential while reigning in costs. The innovations I discussed earlier are all about the evolution of Microsoft Dynamics GP optimized for Microsoft’s cloud platform, Azure. Having a browserbased client continues to broaden our device readiness along with specialized apps such as Business Analyzer, the Microsoft Dynamics GP Office app, and our new Timesheet Management app. These solutions are all tailored to work well on the Windows, Apple, and Android platforms. GPUG: Convergence season is upon us. What’s your favorite thing about this Customer conference? JT: The absolute best thing is spending time with Customers and Partners. We send as many team members as possible to Convergence because we get so much value out of interacting and learning directly from our Customers. GPUG: You have a solid team with lots of talent. What is one of the key things to keeping a highly performing team together, working at an accelerated pace, and continuing to do good work? JT: It’s really about trust and collaboration. Our team members trust each other to make the right decisions on behalf of Customers; we don’t waste time second-guessing each other’s decisions. Everyone knows the work they need to accomplish, pitching in to help others if they have the time. We celebrate our accomplishments as a team and recognize that it takes all of us to produce real value for our Customers. GPUG

Q1 2015 | 29

t&t

TIPS & TRICKS

Favorite Excel Formulas – Part 1 by Belinda Allen ere are some of the formulas I use in Microsoft Excel most frequently (other than add/sum, subtract, multiple, and divide). Please note that I currently use Oﬃce 365 Excel (the equivalent to Excel 2013 Professional Plus), and those are the depicted screenshots.

Text TEXT “mmm”

Frequently I want the result of my formula to display a portion of the date and display as text (rather than a number formatted as text). Depending on what I am doing with the data, it is sometimes easier to have it show as text. » “mmmm” will display the entire month name (e.g. March, April, etc.) » “ddd” will display the day abbreviated (e.g. Mon, Tue, etc.) » “dddd” will display the entire day name (e.g. Monday, Tuesday, etc.) » “y” will display the last two characters of a year in text format (etc. 16 for 2016 and 17 for 2017) » “yyyy” will display the year in format using all four characters (e.g. 2016, 2017 etc.)

In some of the out-of-the-box Excel refreshable reports comes “drillbacks”. (Note: eOne has a tool that allows you to create these drillbacks.) A drillback is a URL of the inquiry window that displays that record in Microsoft Dynamics GP. For this link to work, you must be logged into Microsoft Dynamics GP on the machine on which you are using this Excel report. In the above window, I have created a column that displays the Journal Entry Number (Friendly_name). By clicking on the result on a speciﬁc row, the Journal Entry window will open (based on the “Link_location”) in Microsoft Dynamics GP AND opens the Journal Entry number for that row.

I would then typically hide both columns used in the hyperlink formula to make this table easier to use.

Logical IF

Lookup and Reference HYPERLINK

This is probably the formula I use most often with payables and sales/receivables documents. Since Microsoft Dynamics GP stores all transactions for the purchasing and sales series as positive 30 | GPUG Magazine

documents and not as a net effect to a specific module (for example, a payment would show as a negative number since it reduces both payables and receivables), to have a report in Excel that nets out the module rather lists documents, we need to make some fields negative. The IF formula allows us to do that. To make payments appear as negatives, I first ask Excel: “Is the document type a “Payment?” If it is a payment, I place a “-” sign in front of the amount to make it a negative amount. If it is not, I simply enter the amount, leaving it positive. Since both the purchasing and the sales series have three types of documents that can be negative (payment, returns, and credit memos), we’ll have to account for all three types of documents. To do this well, “nest” IF formulas. This means we will place an IF statement inside another IF statement.

there must be two blank spaces in the formula. You’ll notice I have several spaces in each formula. Also, since this is text, it must have quotation marks around the text. GPUG Belinda Allen is a Microsoft MVP and partner, co-owner, and CIO at Smith & Allen Consulting, Inc. She can be reached at Belinda@saci.com or 917-445-9070.

Job costing and employee scheduling keeping you up at night? Contact us today to see how you can have a robust time clock system that seamlessly integrates to your MS Dynamics ERP systems.

In the previous image, I start an IF statement performing a “Logical_test” to see if the Document Type is a “Credit Memo” as I did before. If it is, I make the value a negative amount. If is NOT a credit memo, rather than entering the amount again, I enter the entire IF statement, except for the “=” at the beginning that I created for the “Payment.” You would need to create a nest like this again for “Returns.” In Excel 2013, you can have up to 64 nested statements in one formula.

IMPORTANT NOTES ABOUT THIS STATEMENT: This formula is looking at text, so if there are two blank spaces after the word “Payment” in your Excel table/worksheet,

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MINUTES WITH GPUG’S VOLUNTEER OF THE QUARTER

If you’re thinking you just saw Belinda Allen in this Volunteer of the Quarter spot, you’re right! Belinda had so many wonderful contributions this past quarter, we just had to call her out again. Speciﬁcally, Belinda is leading our quarterly business intelligence SIG, presenting webinars and event sessions, answering the big and small questions on www.gpug.com, and sharing her Tips & Tricks in this magazine issue. Who interests you on social media right now? Jon Rivers, the “King” of Microsoft Dynamics GP Twitter. On my desk right now are… A cup of coffee, lip gloss from my friend Sheila, and my Surface. And, of course, my three large monitors! My top three goals for 2015 are… 1. Improve the business success of my Customers (old and new). 2. Have the # 1-rated session at Convergence. 3. Finally get my (well, now Mark Polino’s and my) BI of GP book ﬁnished. I want to be a “written”, not a “writer”. (ROFL; saw that on a TV show!) What I do when I’m not at work… Knit, usually, but lately I’ve been spending a lot of time working with Mark Polino (apologies to our spouses, Dara and Richard). He was nice enough to co-author my/our BI book so I/we could get it out!

Belinda Allen, Partner and GP evangelist Smith & Allen Consulting, Inc.

32 | GPUG Magazine

The best advice I ever received… Always the same, from my mother: “The only people who do not make mistakes are the ones who do not do anything.”

NAME THAT PHOTO

CONTEST Which ribbon were these GPUG® Members looking for? Simply email your submission to Captioncontest@gpug.com. The winning submission will be printed in the magazine’s next issue.

Q4 CONTEST WINNER: Kerrie Gatton of Owensboro Municipal Utilities “Bueller?…… Bueller?….. Bueller?”

Roll up your sleeves and dig in to the

GP SANDBOX

™

We are excited to launch the GP Sandbox exclusively for GPUG Members. This cloud-based site is the latest addition to a collection of GP 2015 Resources available from GPUG and Microsoft that allows you to: $ Test drive Microsoft Dynamics® GP 2015 $ Try out modules and features you’re looking at using $ Test out new configurations without affecting your data

We’re proud to offer the most complete collection of GP 2015 resources compiled in one location. The GP Sandbox is powered by Concerto Cloud.

Visit www.gpug.com/gp2015 for more information. Q1 2015 | 33

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GPUG - Companion Product This chart outlines GPUG ISV Members responses to a compatibility survey. This information is current as of February 20, 2015, and is shared in an effort to help ensure your ISV solutions are compatible with your upgrade plans. Supported Versions of Microsoft Dynamics GP Note: Product names have been abbreviated for layout.

36 | GPUG Magazine

COMPANY

CONTACT

ASG/docSTAR

Greg Cooke - Greg.cooke@docstar.com

AvidXchange

Haley Martin - Hmartin@avidxchange.com

BIO Analytics Corp.

Sandi Forman - Sandi@bio4analytics.com

Business Computers Software, Inc

Dan Decker - Dan@business-computers.com

Business Systems Integrators, LLC

Larry Knoch - Larry.knoch@businesssysinteg.com

CSSI

Andrew W. Frederick - Afrederick@cssi.com

deFacto Global, Inc.

Luanne McPherson - Lmcpherson@defactoglobal.com

DiCentral

Tina Jaekel - Tjaekel@dicentral.com

Dynamic Budgets

Zubin Gidwani - Zgidwani@dynamicbudgets.com

e2b teknologies

James Mallory - Jmallory@e2btek.com

eOne Solutions

Nicole Albertson - Nicole.albertson@eonesolutions.com

Fastpath

Trish Boccuti - Trish@gofastpath.com

ImageTag

Jeremy Whelan - Jwhelan@imagetag.com

Integrity Data, Inc.

Tom Franz - Tfranz@integrity-data.com

JOVACO Solutions Inc.

Jonatan Coutu - Jcoutu@jovaco.com

k-eCommerce

Giuseppe Ianni - Giuseppe@k-ecommerce.com

Mekorma

Angel Blum - Angel@mekorma.com

m-hance

Helen Samworth - Helen.samworth@m-hance.com

Nexonia

Neil Wainwright - Neil@nexonia.com

Paramount Technologies, Inc.

Foy Mainor - Foy@paramounttechnologies.com

Professional Advantage

Matt Green - Mattg@profad.com

ReadSoft

Annie Schrenk - Annie.schrenk@readsoft.com

Rockton Software

Sales Team - Sales@rocktonsoftware.com

Sypnio Software

Helen Karakoudas - Helenk@sypnio.com

Turnkey Technologies

Jennifer Espelien - Jespelien@turnkeytec.com

Wennsoft

Kim Behrens - Kbehrens@wennsoft.com

Compatibility Chart PRODUCT

GP 2015

GP 2013

GP 2010

TBD

AvidPay AvidInvoice

Q1 2015 Q2 2015

x x

BIO Business Intelligence

Q1 2015

docSTAR eclipse Enterprise Content Management and Process Automation Software and Hosted Services

Time Matrix

GP V10

GP V9

GP V8

GP V7

x x

BSI EDI - Electronic Data Interchange

Q1 2015

CoreIntegrator Workﬂow

Q1 2015

deFacto Performance Management

Q1 2015

DiIntegrator

Q1 2015

Dynamic Budgets Anytime Collect, accounts receivable credit and collections management software Note: Standard integration with V10 or newer; csv integration with older versions.

Q1 2015 Q1 2015 Q1 2015 Q1 2015 Q1 2015 Q1 2015 Q1 2015

x x x x x x x

Q3 2015

x x x x x x x x x x x x

x x x x x x x x x x x

Q1 2015

TBD

Q1 2015

WorkPlace

Q1 2015

Company Data Archive Collections Management

Q1 2015 Q1 2015

x x

AP Automation for Dynamics GP

Q1 2015

x x x x x

Extender Flexicoder Node Builder SmartConnect SmartList Builder SmartPost SmartView (Internal and External) Conﬁg AD, Assure, Audit Trail, Audit View, Identity Manager KwikTag Comprehensive Leave Manager Employee Accounts & Splits Employee E-Mail Suitex Enhanced Retirement Plans FTE Manager Life Insurance Tax Calculator Mid Pay Period Rate Changes Negative Deduction Transactions Negative Payroll Transactions Overtime Hours Rules Paycheck What If Calculator U-LINC JOVACO Project Suite k-eCommerce B2B, k-eCommerce B2C, k-eCommerce E2B, Mekorma MICR for Payables Mekorma MICR for Payroll Mekorma MCR for Canadian Payroll Multi-Batch Print and Post MEM Connector Purchase Management Bank Reconciliation Nexonia Expenses

Omni Price Dynamics Report Manager Dynamics GP Toolbox SmartFill Auditor Sypnio ACA Reporting

WennSoft Signature

TBD

Q2 2015

Q1 2015 | 37

WHAT’S NEW ON GPUG.COM?

YOU CAN VOLUNTEER! The GPUG® community brings together professionals of all backgrounds and experiences who share a powerful goal: To share knowledge, information, and expertise. As a community designed by Users for Users, the volunteer efforts of Users help it grow and flourish. GPUG offers many opportunities to get involved. You can choose the role that is best for you: Speak, write, present, facilitate, or lead. There are many professional and personal reasons to volunteer, including the opportunity to:

» Nurture new Users and help them become the next generation of experts » Lead discussions and share your Microsoft Dynamics GP experiences

» » » »

Help coordinate or lead local learning opportunities Expand your organization’s visibility Take your skills to the next level Urge others to participate: The more you give, the more you get

GPUG.com now features a section dedicated to volunteerism. Visit it today, learn about the available opportunities, and sign up!

VOLUNTEER Once you are signed in to gpug.com, there are two easy ways to access volunteer opportunities. You’ll ﬁnd a link under Learn & Engage in the main left-hand navigation, or you can simply click the Volunteer icon on the home page.

IT’S EASY TO GET STARTED... Search available opportunities by Interest Area, Travel Required, Time Commitment, Level of Effort, and Volunteer Category. Get set up to automatically receive notiﬁcations when a new opportunity is added.

SIMPLY CLICK ON A VOLUNTEER OPPORTUNITY... ...to access a detailed description about the volunteer opportunity, and who to contact for additional information. Click the Sign Up button and you are on your way to making a positive impact in the GPUG community.

Signing up is quick and easy. Visit www.gpug.com/volunteeropportunities today! Q1 2015 | 39

feature

10 I

Upgrade Tips for

story by Sarah Purdy, senior technical advisor for Microsoft f you haven’t already started thinking about upgrading to Microsoft Dynamics GP 2015, now is the time. Keep these 10 important upgrade tips in mind:

Test, test, test

A test upgrade is one of the most important steps in any upgrade process. Besides testing the

Microsoft Dynamics GP upgrade itself, you will also want to ensure that your third-party products (if applicable) are working as you would expect on the new version/build of Microsoft Dynamics GP. This will also give you a benchmark in regard to how long the upgrade will take in the LIVE environment.

Backup, backup, backup Plan to make full backups of all databases at key points of the upgrade so that you can always revert back to those if need be. This includes full database backups prior to kicking oﬀ the upgrade as well as full database backups immediately after the upgrade has completed.

Upgrade manual and upgrade hot topic Please review our Upgrade Manual (https://mbs.microsoft.com/Files/customer/GP/Downloads/ ProductReleases/Upgrade.pdf ) and Upgrade Hot Topic (https://mbs.microsoft.com/customersource/ northamerica/GP/support/hot-topics/HOT_TOPIC_MDGP2015Upgrade) to prepare and make yourself aware of all of the known issues that can arise during your upgrade. A link to the manual can be found within the Document folder in your Microsoft Dynamics GP code folder.

Install all features that are currently being used Install all features that are currently being used and also any new features that you want to use in the new release. The necessary features must be installed prior to running Microsoft Dynamics GP Utilities to ensure that each feature is upgraded.

Upgrade multi-lingual databases with matching client code language install If you have Spanish-Latin American or French-Canadian translation databases, make sure that you upgrade those databases with the appropriate client installation.

Truncate the DU000030 table Run this script BEFORE kicking oﬀ your upgrade against your system Database: Delete DU000030 (NOTE: You do not want to run this script if your upgrade is already in a failed state.)

40 | GPUG Magazine

Microsoft Dynamics GP Failed table script If you encounter issues during the Upgrade, run the following Failed Table Script: SELECT b.fileOSName, a.fileNumber, a.PRODID, a.Status, a.errornum, a.errordes, c.CMPANYID, c.INTERID FROM DYNAMICS.dbo.DU000030 a JOIN DYNAMICS.dbo.DU000010 b ON a.fileNumber = b.fileNumber AND a.PRODID = b.PRODID JOIN DYNAMICS.dbo.SY01500 c ON a.companyID = c.CMPANYID WHERE (a.Status <> 0 or a.errornum <> 0) and a.Status <>15 This will provide you with additional information regarding the tables that have failed.

Speed up the upgrade If you have a large number of company databases, you can start the upgrade from multiple machines/ workstations, selecting a subset of companies to upgrade on each one. Ensure that you are keeping in mind the specs of the SQL Server so that you do not overload it.

Ignore the “white screen” During the upgrade, ignore the “white screen” or “Not Responding” messages that you may see or receive from within Microsoft Dynamics GP Utilities. The upgrade is not locked up. For details, visit https://community.dynamics.com/gp/b/dynamicsgp/archive/2012/09/06/is-my-upgrade-ﬁnished-running.aspx

Upgrade Modified Forms and Reports.dic files After upgrading your Microsoft Dynamics GP SYSTEM and Company Databases, you need to remember that if you have any modified forms or reports.dic files, those need to be upgraded as well. This article is for Microsoft Dynamics GP 2013 R2; however, the same steps apply for Microsoft Dynamics GP 2015: https://community.dynamics.com/gp/b/dynamicsgp/archive/2014/05/15/microsoft-dynamics-gp-2013r2-modified-dictionary-upgrade.aspx For more detailed info on upgrades, visit the Microsoft Dynamics GP Support blog series (the blog series is for Microsoft Dynamics GP 2013 R2; however the Upgrade blogs pertain to Microsoft Dynamics GP 2015 as well): http://bit.ly/17ZWgWS

GPUG

Q1 2015 | 41

t&t

TIPS & TRICKS

Speeding Up the Upgrade Process by John Lowther re you upgrading to Microsoft Dynamics GP 2015, upgrading to a newer version in general, or installing a service pack for Microsoft Dynamics GP? Are you tired of watching the updating databases process take forever? Here is a trick to decrease the amount of time it takes to update the Microsoft Dynamics system and your company’s database(s). Start Microsoft SQL Server Management Studio and connect to your SQL database server. Right click on the Microsoft Dynamics (system) database and go to Task >> Shrink >> Files. Before you ask: No, we will not be shrinking the ﬁles. What we are looking for is information. See the following screenshot:

There are multiple other ways of getting this information; personally I use this method only because of my next steps. Let us round the MDF ﬁle’s 278.94 MB to 300.00 MB and multiple by four (four is an arbitrary amount; feel free to use a larger number). Therefore, we end up with 1200.00MB. Also, let us round up the LDF ﬁle from 292.05 MB to 300.00 MB (the size it gets right before the transaction log backup), and multiple that by four as well. Therefore, we end up with 1200.00 MB. Now, click Cancel as we really do not want to shrink anything. Then right-click on the database again, but this time go to Properties >> Files. On this screen,

change the Initial Size (MB) to the numbers we calculated above so that we end up with this:

What this tells us is that on the Data “MDF” file, it is 500 MB in size, but 55% of it is actually free space. Now, change the file type to Log “LDF” file.

This tells us that the LDF ﬁle is just under 300 MB in size, but 98% of it is free space not currently in use. Please keep in mind that when you are in full recovery, the amount of free space should change over time from something like we see above to a very low amount just before a transaction log backup occurs.

42 | GPUG Magazine

Then click the OK button. This action “grows” the MDF and LDF files and gives us lots of free space for the database update process. Now, right-click on the database again, go back to Properties, and select Options. Here you want to change the Recovery model to Simple. Yes, that is right, Simple. This also implies that during the upgrade, you need to make multiple backups because you can no longer do a point-in-time restore, but the advantage is that the database update process runs a lot faster. Repeat the above steps for every company database on your system. Also, look at the TEMP system database and grow it as much as you possibly can, depending on disk space. After you have finished the upgrade or service pack install, change the recovery models back to Full. Make another backup, and if you want, shrink the files back to somewhere near but no less than where you started. So, with those tips in mind, happy upgrading! GPUG John Lowther is a Microsoft Dynamics GP MVP and cloud applications administrator for Njevity, Inc. He can be reached at Johnlowther@ hotmail.com.

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PROFESSIONAL CERTIFICATE PROGRAM

PUG® Academy is pleased to announce two new professional certificate programs for Microsoft Dynamics GP professionals: Professional Certificate for Administrators (PCAD™) and Professional Certificate for Business Intelligence Administrators (PCBI™). A Microsoft Dynamics GP professional certificate will differentiate you from other Microsoft Dynamics GP professionals with a recognized affirmation of competence and expertise. You will gain in-depth knowledge of Microsoft Dynamics GP and supporting tools that will help you feel more confident in your role while learning how Microsoft Dynamics GP can support your organization. More than 100 GPUG Members and subscribers have signed up for certificate programs. Come join this community of individuals that are looking to expand their Microsoft Dynamics GP expertise and set themselves apart from their peers. The Professional Certificate for Administrators program enables Microsoft Dynamics GP administrators to expand their skills and manage their Microsoft Dynamics GP deployments in a professional,

secure, and optimized way. The PCAD program focuses not only on your Microsoft Dynamics GP knowledge, but also your knowledge of supporting tools, technologies, and processes. The Professional Certificate for Business Intelligence Administrators program enables Microsoft Dynamics GP professionals working with Microsoft Dynamics GP business intelligence (BI) and reporting tools to expand their skills and attest to their deep knowledge of the various BI tools available. For more information on GPUG Academy professional certificate programs, visit www.gpug.com/Academy. The “Get Help on This Page” link provides registration information. CPE credits are available for every GPUG Academy class.* *Dynamic Communities, Inc. (GPUG) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

2 Core Classes

2 Elective Classes

Community Support Activity Certiﬁed Q1 2015 | 45

2 1

topic on

...with GPUG® Members We reached out to three GPUG Partner Members and asked what features excite them most in Microsoft Dynamics GP 2015.

Belinda Allen Microsoft MVP, MCP, MCT co-founder at Smith & Allen Consulting, Inc.

Christina Phillips senior managing consultant BKD Technologies

I am super excited about Microsoft Dynamics GP 2015 for two major reasons, Workflow and Service Oriented Architecture (SOA). Workflow offers immediate value by providing improved processes involving entering and posting of items. This in turn should make data available for reporting much faster, thereby improving business intelligence (BI) and operational decision making. The SOA should allow Microsoft Dynamics GP to become even more of a “custom User experience” than it already is. I cannot wait to see how Users across all markets will use this. We’ve already started working on replacing a few custom apps for our Customers to make for a truly integrated experience.

With Microsoft Dynamics GP 2015, we continue the move towards quick and reliable workﬂow solutions native to Microsoft Dynamics GP, allowing Users to expand how their ERP is leveraged in their organization with minimal additional technical requirements or support.

Charles Allen managing consultant BKD Technologies

The new employee self-service features in Microsoft Dynamics GP 2015 will enable companies to provide their employees the ability to view and change their information within the system. These new features, like Employee Paystubs and Employee Direct Deposit, will make it easy for employees to view and manage their information from within Microsoft Dynamics GP and with an easier User interface than Business Portal provided.

46 | GPUG Magazine

IN YOUR

WORDS... Hereâ&#x20AC;&#x2122;s a new feature for GPUGÂŽ Magazine, where weâ&#x20AC;&#x2122;ll reach out to Members like you to take your temperature on your GPUG membership. This issue we spoke with Aaron Back, information technology systems administrator for Gorilla Glue.

Aaron Back

01.

HOW LONG HAVE YOU PERSONALLY BEEN ACTIVE IN GPUG?

I have been active since early 2011. In the beginning, I was only minimally active: I attended a meeting or two. As I saw the beneďŹ ts of membership, I increased my involvement over time.

02.

WHATâ&#x20AC;&#x2122;S BEEN THE MOST BENEFICIAL ASPECT OF YOUR MEMBERSHIP?

Learning from others. So many people contribute to the community, and this creates a large knowledge base to draw from. Itâ&#x20AC;&#x2122;s wonderful!

03.

WHAT DO YOU SHARE WITH FELLOW USERS/ COď&#x161;şWORKERS ABOUT GPUG?

The opportunity to learn from the great webinars and articles. This allows them to learn at their pace on the topics relevant to them.

04.

WHAT ARE YOU LOOKING FORWARD TO IN 2015 WITH GPUG?

Continued GPUG growth, not only in number of Members, but also growth within each person that is part of the community. I am also looking forward to an awesome GPUG Summit in Reno this October. And, finally, I look forward to seeing the new talent that will step up and share their experiences with the community.

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Just print the way you always have; but, select the Liaison Messenger print driver. Liaison Messenger EDD will distribute everything simultaneously.

Auto-attach files like; unpaid invoices with AR statements, MSDS with shipping documents, installation specs & invoices. You create the rules!!!

Print, email, fax, ftp, archive, encrypt, assemble, sort, convert, split, batch, burst, even password protect any form or report and then send, store or print it.

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Congratulations to our Q4 2014 contest

winner, Emily Matkin from RoseASP,

academy corner

Q4 2014 issue of GPUG® Magazine. Let’s

covers of this magazine is our GPUG logo.

Can you ﬁnd it?

While our logo shows up throughout the

learn

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GPUG Honors Inaugural Richard Whaley Academy Award Recipient

story by Katie Froeber

ich Beliveau, director of Academy, shared the stage with Betsy Whaley during GPUG® Summit’s closing session to present the inaugural Richard Whaley Academy Award to Bob McAdam of Dynamic Communities, Inc. Richard Whaley, a frequent instructor of GPUG Academy courses, was a valued member of the GPUG community and a GPUG All Star. Many in the Microsoft Dynamics GP community benefitted from his numerous presentations during courses, webinars, and past Summit conferences. He combined his passion for education with his love of Microsoft Dynamics to help all be better Microsoft Dynamics Users. “The Richard Whaley Academy Award was created as a way to honor Richard and carry on his legacy,” says Rich. “Through the years, Richard selflessly contributed countless hours of his time and talents. An award in his honor is a way for GPUG and the community to recognize others who have been influenced by his example.” Students participating in 2014 Academy courses and 2013 Summit Academy training classes were asked to submit their nominations and vote for the award recipient.

In the words of one of his nominators: “Bob is an exceptional instructor. I was lucky to have the opportunity to take two of his classes, and his professionalism was very impressive. He went above and beyond to help with my questions about the SmartList Builder and helped solve a problem I had at work. Bob is amazing, and he deserves to be the winner of the Richard Whaley Academy Award.” Bob is the vice president of ﬁnance for Dynamic Communities, Inc. He presents between 15 and 20 virtual Academy courses annually in addition to courses and sessions during Summit. He regularly contributes to the community via Bob’s BloGPipes (www.gpug.com/blogs/bob-mcadam) and is the co-founder of Dynamics Podcast (www.dynamicspodcast.com). “It’s been a pleasure to work with Bob over the past few years,” says Rich. “His contributions to the Microsoft Dynamics GP community speak to his dedication to our GPUG Members and to education.” “Being recognized by your peers is always great,” says Bob, “and having Richard’s name rightly placed on the award makes it that much better.”

magazine in conventional spots, it’s hidden

GPUG Academy Professional Certificate rtificat fi e Pr P Program ro r ogram Update

in only one place.

Congratulations to our newest PCAP Honor Roll members:  Pamela Street, IT analyst, Private Diagnostic Clinic, PLLC  Rhonda Runde, controller, Explorer Pipeline

38 | GPUG Magazine

When you’ve found it, send an email to

Logocontest@gpug.com with an

explanation of where and on what page it’s at. We’ll choose a winner at random and will highlight

him/her in the next

issue of the magazine.

48 | GPUG Magazine

 Donna Walters, accounts payable coordinator, Batteries Plus  Maria Barton, accounting clerk, AMERIND Risk

Introducing The List MOBILE

Now you can get The List To Go!

Search for the products and services you need with the new Mobile version of The List! Add it to your home screen from: www.thelistmobile.com or simply scan the QR code below:

Table of Contents Industry...................Page 50 Horizontal................Page 55 Services...................Page 65

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

Apparel/Footwear RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Consumer Packaged Goods Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

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

Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Chemicals BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Vicinity Manufacturing http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

KEY:

Axapta

Great Plains

50 | GPUG Magazine

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 CPG Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Item & Customer Profitability â&#x20AC;˘ Multiple Scenario Analysis â&#x20AC;˘ Variance Reporting â&#x20AC;˘ Top-down/Bottom-up planning by skew, cust, category etc.

Cross Industry Solution

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, process, route, securely archive and access information directly from Dynamics GP screens.

Navision

Solomon

Altec http://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 http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise Purchasing & Expense/ Azure Cloud/On Premise Requisition, PO/Contract Mgmt., AP Automation, Travel/Expense Reporting. AssureSign LLC http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution. EthoTech, Inc. http://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. Greenshades Software http://www.greenshades.com/ 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

Higher Logic http://www.higherlogic.com â&#x20AC;˘ 202-360-4402 Connected Community 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. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes. Isis, Inc.

Customer Relationship Management

Retail Management System

http://www.getpg.net â&#x20AC;˘ 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses. JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Point of Sale

Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

PaperSave http://www.PaperSave.com â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow. Solver http://www.solverusa.com â&#x20AC;˘ 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.

WilloWare, Inc. http://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!

http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance. Paramount Technologies http://www.paramounttechnologies. com/Solution_InvoiceAutomation.aspx 800-725-4408 WorkPlace AP Invoice Automation Enforce spend management and approvals for PO and non-PO Invoices.

KEY:

Axapta

Great Plains

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

Government Isis, Inc. http://www.getpg.net â&#x20AC;˘ 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

Government Contracting

Business Systems Integrators

Finance/Banking AssureSign LLC http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. Isis, Inc.

Paramount Technologies

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Warehouse Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Beverage-Field-Supply Chain-Ship-WMS.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

http://www.getpg.net â&#x20AC;˘ 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.

Food and Beverage Altec http://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.

Navision

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Horizons International

Healthcare

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail. Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Solomon

Customer Relationship Management

Retail Management System

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

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing. Computer Information Enterprises http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care.

Point of Sale

Q1 2015 | 51

INDUSTRY

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Hospitality

INDUSTRY

InterDyn BMI http://www.erp4health.com â&#x20AC;˘ 866-264-3249 ERP4HealthÂŽ Financial Management Software powered by Microsoft Dynamics.

Industrial Equipment

Isis, Inc. http://www.getpg.net â&#x20AC;˘ 804-762-4200 Praetorian Guard PG will allow your healthcare organization to meet the stringent HIPAA auditing needs across your entire organization. You can also help to eliminate risk of malpractice litigation by recording your user's actions. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes. Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Vertical Solutions, Inc. http://www.vertsol.com â&#x20AC;˘ 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.

High Tech and Electronics Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. QBD Systems http://www.qbdsys.com â&#x20AC;˘ 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more. KEY:

pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.

Axapta

Great Plains

52 | GPUG Magazine

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

Vertical Solutions, Inc. http://www.vertsol.com â&#x20AC;˘ 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.

Insurance AssureSign LLC http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Life Sciences Armanino http://www.amllp.com/microsoftdynamics â&#x20AC;˘ 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

Maintenance Management eRPortal Software Group LLC http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations.

Manufacturing Altec http://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.

Navision

Solomon

HighJump Software http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes. Liaison Software Corp http://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).

Sierra Workforce Solutions docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Customer Relationship Management

Retail Management System

http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Vertical Solutions, Inc. http://www.vertsol.com â&#x20AC;˘ 513-891-7997 VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.

Point of Sale

HighJump Software

Oil and Gas Vicinity Manufacturing

Pharmaceuticals

Media and Entertainment Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle. Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. Horizons International

KORE Software http://www.KOREsoftware.com â&#x20AC;˘ 480-240-5662 KORE ProSportsâ&#x201E;˘ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media trafficking.

Non-Profit Organizations Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Sierra Workforce Solutions

Professional Services

JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

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

Axapta

Great Plains

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

Property Management AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.

Publishing Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

Restaurant Sypnio Software http://www.sypnio.com â&#x20AC;˘ 815-656-4000 Sypnio ACA Reporting Donâ&#x20AC;&#x2122;t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.

Retail

Navision

Solomon

Customer Relationship Management

Retail Management System

http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. Sypnio Software http://www.sypnio.com â&#x20AC;˘ 815-656-4000 Sypnio ACA Reporting Donâ&#x20AC;&#x2122;t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 Retail Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Integrated Store/Merch Planning â&#x20AC;˘ Ticket/item/employee detail â&#x20AC;˘ Corporate & Store level P&Ls â&#x20AC;˘ Inventory analytics/optimization â&#x20AC;˘ Product life-cycle management

Point of Sale

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INDUSTRY

http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

Computer Information Enterprises http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

INDUSTRY

Software

Staffing/Recruiting

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 NEW: Nexonia Highly-automated web and mobile expense reports seamlessly integrated with MS Dynamics GP, including credit cards & multi-currency. Corporate Services http://www.corpservice.com â&#x20AC;˘ 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent financial information to accurately run your business.

Sypnio Software http://www.sypnio.com â&#x20AC;˘ 815-656-4000 Sypnio ACA Reporting Donâ&#x20AC;&#x2122;t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.

Transportation

Selective Software Inc. http://www.selectivesoftware.com 421-369-0480 NEW: 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

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle. HighJump Software http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLinkexport/import to CSV files.

Wholesale Trade: Durable Goods Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Learn why Karen with ChargeLogic likes The List: â&#x20AC;&#x153;The List provides a fast and easy way for Microsoft Dynamics users to ďŹ nd the perfect solutions to ďŹ t their needs. All the leading solutions are there in one place. Having access to The List on your mobile device makes ďŹ nding what you need easy no matter where you areâ&#x20AC;&#x201D;at the airport, in a meeting, or on the road.â&#x20AC;? Karen Tran ChargeLogic

KEY:

Axapta

Great Plains

54 | GPUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Horizontal Accounting

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 NEW: 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. pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.

Affordable Care Act Reporting

Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList â&#x20AC;˘ 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.

Analytics Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAs. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Asset Maintenance/MRO/ EAM eRPortal Software Group LLC http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations.

Axapta

Great Plains

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;?Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Replace Forecaster with a more intuitive and robust budgeting tool which can be up and running in 2 hours! Give your staff real-time drill down reporting on GP transactions and eliminate Excel-based budgeting chaos.

Solver

Automation

http://www.solverusa.com â&#x20AC;˘ 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.

Total Dynamics Solutions, LLC

mcÂ˛ http://www.mc2software.com â&#x20AC;˘ 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

Backup & Recovery Isis, Inc. http://www.getpg.net â&#x20AC;˘ 804-762-4200 Praetorian Guard PG will backup your PCs and Servers across your entire organization.

http://www.totaldynamicssolutions.com 877-855-8860 Budgeting & Planning ToolKit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Financial & Sales Planning â&#x20AC;˘ Procurement Planning â&#x20AC;˘ Trade Management â&#x20AC;˘ Secure input, consolidation, and Versioning; top-down/bottom-up

Business Intelligence

Barcode Data Collection Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

KEY:

Budgeting

Navision

Solomon

Halo Business Intelligence http://www.halobi.com â&#x20AC;˘ 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile. Solver http://www.solverusa.com â&#x20AC;˘ 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. Sunrise Technologies http://www.sunriseconsult.com â&#x20AC;˘ 336-722-6741 Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take action, empowering users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 Business Intelligence Plus Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Dynamic Cubes (GL/Profit/&More) â&#x20AC;˘ Web-based Reporting â&#x20AC;˘ Dashboards â&#x20AC;˘ Admin Tools: Security/Scenarios/ Hierarchy/ & More

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Customer Relationship Management

Retail Management System

Point of Sale

Q1 2015 | 55

HORIZONTAL

AIM Technologies http://www.aim-technologies.com/ acadashboard.html â&#x20AC;˘ 888-234-0428 The ACA Dashboard Complete solution for proactive management and reporting for compliance with the Affordable Care Act.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 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.

Greenshades Software

Business Process Management

ACOM Solutions, Inc. http://www.acom.com/ dynamicsGP â&#x20AC;˘ 800-347-3638 Integrated Document Management & Business Process Automation for Dynamics GP Intelligently recognize content within documents to drive AP & workflow process automation. Speed decision making, eliminate manual tasks & instantly access document information directly from your Dynamics GP screen.

HORIZONTAL

Altec http://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. docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers. Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Check Printing Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtually any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

KEY:

Axapta

Great Plains

56 | GPUG Magazine

Trans-Micro, Inc. http://www.checkfactory.com â&#x20AC;˘ 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check FactoryÂŽ Visual Series is a MICR check and forms printing software solution designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Collaboration Platform

http://www.greenshades.com/ 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms. Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList â&#x20AC;˘ 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA. Isis, Inc.

Commissions

http://www.getpg.net â&#x20AC;˘ 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldnâ&#x20AC;&#x2122;t get any better.

Credit Card/Check Processing Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Personal & Corporate Credit Cards, Currency, Reconciliation & Receipts. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts.

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulfill PCI requirements.

Customer Relationship Management EthoTech, Inc. http://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. Flaum Technologies Inc. http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impossible" commission plans.

Compliance ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Direct and control the entire lifecycle of your documents and unstructured information, while protecting the information within them & keeping you within compliance mandates. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Navision

Solomon

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.

Cost Accounting Corporate Renaissance Group http://www.crgroup.com â&#x20AC;˘ 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fixed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

Customer Relationship Management

Retail Management System

http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Point of Sale

Data Integration

Admiral Consulting Group http://www.admiral-west.com/solutions_ activeconnect.html â&#x20AC;˘ 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notification, Inter/cross-company transactions, batch selection rules & 3rd party application integration. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.

Distribution

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Axapta

Great Plains

Document Management

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Advanced Document Management and Process Automation integrated for Dynamics GP Capture and intelligently recognize the content within documents to automatically process, route, securely archive and access information directly from your Dynamics GP screens and via Web browser.

Altec http://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 http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise AP Document Management/Azure Cloud/On Premise Invoice Capture & Approval, Accrual Reports, Intercompany, PO Matching.

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

KEY:

MHC Software, Inc.

Navision

Solomon

Esker Inc http://www.esker.com â&#x20AC;˘ 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. Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.

E-commerce

Computer Pundits Corporation

Customer Relationship Management

http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices, HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workflow & Report imaging

http://www.eCommerce21.com â&#x20AC;˘ 888-786-3487 eCommerce21ÂŽ Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Certified cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

Retail Management System

Point of Sale

Q1 2015 | 57

HORIZONTAL

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAs. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 eStore Solution Stack Go beyond shopping cart integration with our automated web store for handing web orders and fulfilling them through Dynamics GP.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-asyou-go pricing.

EDI AIM Computer Solutions, Inc. http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

HORIZONTAL

Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Electronic Document Delivery (Email)/Faxing ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Liaison Software Corp Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

http://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). Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy youâ&#x20AC;&#x2122;ll want to send us flowers.

Electronic Signatures

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

DATABASICS, Inc. http://www.data-basics.com â&#x20AC;˘ 314-282-9561 NEW: DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline employee expense reimbursement with Dynamics.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution.

Gorilla Expense http://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.

AssureSign LLC HighJump Software http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.

KEY:

Axapta

Great Plains

58 | GPUG Magazine

http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Expense Solutions Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Expense Reports, Travel, Receipts, Credit Cards, Currency, Any Device.

Navision

Solomon

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

Customer Relationship Management

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.

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

Field Service Management

FieldConnect, Inc. http://www.fieldconnect.com â&#x20AC;˘ 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect produces web-enabled tools for mobile field service automation. Work orders, timesheets, dispatch boards, quoting tools and customer portals integrate directly with Dynamics for maximum efficiency.

FieldOne Systems http://www.fieldone.com â&#x20AC;˘ 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of field service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.

Retail Management System

Point of Sale

Financial Services ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.

Corporate Renaissance Group http://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 GPâ&#x201E;˘ GP after the initial installation. Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator GL, AR, AP for AA Copy-Paste-Import transactions with AA codes from Excel to Dynamics.

Fixed Assets

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

General Ledger

Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics.

HR Management

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicurrency transactions to be included in GL Quick Journals. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry). Corporate Renaissance Group http://www.crgroup.com/AATools 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA Backfiller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfill AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.

KEY:

Axapta

Great Plains

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budgeting and managing FTEâ&#x20AC;&#x2122;s, and more! JAT Computer Consulting, Inc. http://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.

Navision

Solomon

Paychex http://mystaffingpro.com â&#x20AC;˘ 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

Inter-company Processing Corporate Renaissance Group http://www.crgroup.com/combiner 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail. mcÂ˛ http://www.mc2software.com â&#x20AC;˘ 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV. Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany transactions or Binary Stream MEM from Excel to GP.

Inventory Enhancement Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV files.

Customer Relationship Management

Retail Management System

Inventory Management Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and efficiency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features. RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Invoicing Enhancement AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

Point of Sale

Q1 2015 | 59

HORIZONTAL

Admiral Consulting Group http://www.admiral-west.com/ advancedallocations/index.html 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire departments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.

Corporate Renaissance Group http://www.employee-performance.com 877-711-0367 emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX HR. Online performance reviews, 360Ă&#x201A;Â° assessments, goal management, succession planning, pay-for-performance, reporting & social feedback.

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

DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.

HORIZONTAL

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real-time fund recognition.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Credit Card Extension Secure, PCI Certified ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.

Job Costing JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

WilloWare, Inc. http://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. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and all make-to-stock sub-assemblies below the parent. Import Items, MO's, Experlogix MO's

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

Payables Enhancement

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and AP Automation for Dynamics GP Automate your entire AP process endto-end. Intelligently recognize content within documents to automatically process, route, securely archive & access info directly from your Dynamics GP screens & via Web browser.

KEY:

Axapta

Great Plains

60 | GPUG Magazine

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise AP Invoice Automation/ Azure Cloud/On Premise Invoice Capture & Approval, Intercompany, Currency, New Vendor Mgmt.

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 800-560-9305 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.

Esker Inc http://www.esker.com â&#x20AC;˘ 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. ICAN Software Corporation http://www.icansoftware.com 253-777-0708 ext. 112 Mass Apply Payables Mass Apply Payables automates the process of applying payments and credit memos against AP vouchers. It also is an integration tool for importing vendors, vouchers/credit memos, manual payments, and the apply info. Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Liaison Software Corp

Manufacturing Enhancement

Altec http://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.

Navision

Solomon

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL FastAP Brings distribution window and payment terms directly to the 1st screen.

Customer Relationship Management

Retail Management System

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow. Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.

Payroll Enhancement

Aatrix Software, Inc. http://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. Greenshades Software http://www.greenshades.com/ 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Point of Sale

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline management, tax payments, and other reporting requirements. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2s, managing complex payroll posting requirements/corrections, configuring overtime rules and more! JAT Computer Consulting, Inc. http://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.

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 PayStub Viewer A web-based app that provides employees online access to their pay stubs. Employees can be notified through email when their pay stub is available online. Configuration tool allows control to information. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.

Liaison Software Corp Sypnio Software http://www.sypnio.com â&#x20AC;˘ 815-656-4000 Sypnio ACA Reporting Donâ&#x20AC;&#x2122;t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.

Portals DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Axapta

Great Plains

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

Corporate Renaissance Group http://www.crgroup.com/PATools 613-232-4295 PA Tools for Project Accounting Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.

Product Lifecycle Management

Purchase Order Processing Enhancement

Procurement Management

http://www.getpg.net â&#x20AC;˘ 804-762-4200 Praetorian Guard Audit your users and ensure they are productive in their work. Locate inefficiencies and take proactive steps to increase productivity.

Solomon

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

JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

QBD Systems http://www.qbdsys.com â&#x20AC;˘ 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Navision

Project Accounting

Paramount Technologies

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise Purchasing & Expense/ Azure Cloud/On Premise Requisition, Catalogs, PO, Contract Mgmt., Budgeting & Receiving.

KEY:

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 SmartFill Find information up to 83% faster with Rocktonâ&#x20AC;&#x2122;s quick and easy google-style data search tool.

Productivity Isis, Inc.

Customer Relationship Management

Retail Management System

Altec http://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.

Point of Sale

Q1 2015 | 61

HORIZONTAL

Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.

Sierra Workforce Solutions

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to effectively integrate and streamline the procurement process with Dynamics GP and NAV.

Receivables Enhancement Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise Purchasing & Expense/ Azure Cloud/On Premise Requisition, Catalogs, PO, Contract Mgmt., Budgeting & Receiving. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline purchase requisition processing with Dynamics.

HORIZONTAL

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specific apply or auto apply.

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage - Online Bill Pay Improve cash flow, automate A/R with the latest in online bill payment technology that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles. Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.

Flexible Solutions http://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. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Rockton has made reporting so fast & easy youâ&#x20AC;&#x2122;ll want to send us flowers.

Reconciliation Solver

Paramount Technologies

Gorilla Expense

http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

http://www.gorillaexpense.com â&#x20AC;˘ 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.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

Reporting

Quality Control

AIM Technologies http://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.

Horizons International deFacto Global, Inc. http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

KEY:

Axapta

Great Plains

62 | GPUG Magazine

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Navision

Solomon

Royalty Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

EthoTech, Inc. http://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.

Customer Relationship Management

Retail Management System

Sales Order Processing Enhancement Altec http://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 http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. EthoTech, Inc. http://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. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Flexible Solutions http://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. Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP. Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Point of Sale

Liaison Software Corp http://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). Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Omni Price Manage nearly every pricing situation you can think of, and a bunch you havenâ&#x20AC;&#x2122;t.

Security Isis, Inc. http://www.getpg.net â&#x20AC;˘ 804-762-4200 Praetorian Guard PG will allow your business to better secure your users & network.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldnâ&#x20AC;&#x2122;t get any better. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all.

Supply Chain Management Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

KEY:

Axapta

Great Plains

Data Masons Software

http://www.getpg.net â&#x20AC;˘ 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. HighJump Software http://www.highjump.com 800-328-3271 ext. 4 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features. RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

System Enhancement AIM Technologies http://www.aim-technologies.com 888-234-0428 DataSpy Provides information on tables updated and modified during the processing of transactions to speed customization and report development. Works with third-party modules.

Isis, Inc.

System and Network Management Isis, Inc. http://www.getpg.net â&#x20AC;˘ 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

Navision

Solomon

Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-asyou-go pricing.

Time and Attendance

Tax

Avalara, Inc. http://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. Greenshades Software http://www.greenshades.com/ 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

DynamicsDownloads http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!

Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Customer Relationship Management

Retail Management System

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

DATABASICS, Inc. http://www.data-basics.com â&#x20AC;˘ 314-282-9561 NEW: DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use. Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CAD payroll. JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

Point of Sale

Q1 2015 | 63

HORIZONTAL

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.

Integrity Data Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Warranty and Claims Management

http://www.u-linc.com 217-732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data Workflow and notifications anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is flexible and easy to use, improving organizational performance.

Travel Expense Management

Workflow / Notifications

HORIZONTAL

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Workflow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workflow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept offer Altec http://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.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.

The List Mobile Search by keyword, or ďŹ lter by Microsoft Dynamics product line, Industry, Horizontal or Service oďŹ&#x20AC;erings with the new Mobile Version of The List! Add it to your home screen from:

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KEY:

Axapta

Great Plains

64 | GPUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Services .NET Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system. Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis .NET Development Isis provides cost effective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Application Service Provider/Hosting

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label â&#x20AC;&#x153;Dynamics Cloud Business in a Boxâ&#x201E;˘â&#x20AC;? Cloud & Hosting Services for Dynamics Partners Donâ&#x20AC;&#x2122;t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Programâ&#x20AC;&#x201C;YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

RoseASP http://www.roseasp.com â&#x20AC;˘ 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/ Private/Hybrid Cloud Solutions. Comprehensive pricing model for SPLA/Subscription Licensing - financially backed uptime guarantee. SSAE-16 data centers, SOX, HIPAA, FDA Compliancy.

MG Technology Group http://www.mgtechgroup.com/about-us/ partner-program/ â&#x20AC;˘ 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 11+ years experience, you own the customer relationship, 100% US support.

Myappsanywhere http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customizations, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, NAV, GP, SL & CRM.

Business Portal Development DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.

Cloud Computing

Data Resolution, LLC

KEY:

Axapta

Great Plains

Navision

Solomon

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Custom Development We are a certified .Net and Dexterity development group with over 15 years experience. Provide us with your requirements for a free estimate. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. WilloWare, Inc. http://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.

Dexterity Development

RoseASP http://www.mygpcloud.com â&#x20AC;˘ 888-794-9401 MyGPcloud myGPcloud is the first on demand webbased Microsoft Dynamics GP application offered on a monthly subscription, with no setup fees. Start your prospects on myGPcloud with a free 30 day trial in less than 5 mins.

Custom Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system.

Customer Relationship Management

Retail Management System

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system. DexPros http://www.dexpros.com â&#x20AC;˘ 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/ SQL/.NET/VB developers. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

HR & Payroll Implementation & Consulting Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire GP solution or only certain components. We also offer a variety of customization and training services.

Point of Sale

Q1 2015 | 65

SERVICES

http://www.dataresolution.net â&#x20AC;˘ 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 12 years.

Reviora http://www.reviora.com â&#x20AC;˘ 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Custom Development Isis provides cost effective outsourced custom development (C#, VB.NET, ASP. NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

Marketing Planning & Services Sierra Workforce Solutions

Looking Glass Marketing

http://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.

Social Media The Partner Marketing Group Plumbline Consulting, LLC.

Project Management

Implementation Services Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.

The Partner Marketing Group

Accounting Software, Inc.

Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Consulting 15+ years of experience in implementing Dynamics Solutions.

http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics & R2R Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

http://www.accountingsoftware.com 916-476-5462 NEW: Accounting Software, Inc. We provide top shelf implementation and support to expand your industryspecific needs. We serve manufacturing, human resources, and payroll.

Sierra Workforce Solutions

Tornado Marketing, Inc.

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Managed Services

Member Organizations ERP Software Blog

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

OnDemand Trials

Manufacturing Implementation & Consulting

Accounting Software, Inc. http://www.accountingsoftware.com 916-476-5462 NEW: Accounting Software, Inc. We provide top shelf implementation and support to expand your industryspecific needs. We serve manufacturing, human resources, and payroll.

RoseASP http://www.goERPcloud.com â&#x20AC;˘ 855-ERP-CLOUD ERP Cloud Trials Test drive preconfigured Microsoft Dynamics industry specific demo environments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Partner Support Service

SERVICES

DFC Consultants, Ltd http://www.DFCconsultants.com 800-277-5561 Expert WennSoft Support Get expert WennSoft support for your customers from an Executive Partner.

KEY:

Axapta

Great Plains

66 | GPUG Magazine

Navision

Solomon

Sales Tax Management Service

Avalara, Inc.

http://www.thepartnermarketinggroup.com 732-237-8795 Butterfly Publisher Join Dynamics partners on Butterfly, a publishing & lead capture platform that makes your social, blog & newsletter marketing more effective!

Software Development Consulting Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Consulting Isis provides cost effective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Upgrades

http://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.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-asyou-go pricing.

SharePoint Development Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

InterDyn BMI http://www.interdynbmi.com â&#x20AC;˘ 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of services and upgrades since 1985.

Writing/Documentation Services The Partner Marketing Group http://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.

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Customer Relationship Management

Retail Management System

Point of Sale

Self-Service

Business Intelligence

Suite REPORTING

PLANNING

DASHBOARDS

DATA WAREHOUSE

Dynamics GP

CRM

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OTHER DATA SOURCES

Out-of-the-box integration to Microsoft Dynamics™ GP Both Excel and Web-based Reporting, Budgeting and Dashboards Mobile application for anywhere access to your BI360 reports Integrated Budgeting, Forecasting and What-if analysis Financial Consolidations and Operational Reporting (for GL and Sub-ledgers) 4onŬgurable Data Warehouse ͈4o\bine data across \ultiple sources or co\panies͉ New Web Portal for sharing reports, discussions and decision-support

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