2016 Q2

Q2 2016

WWW.NAVUG.COM

Tools AND THE VALUE FOR YOU

Is Your Inbox OverямВowing?

TAKE BACK CONTROL

Gearing Up FOR MICROSOFT DYNAMICS NAV 2016

Self-Service

Business Intelligence

Suite REPORTING

PLANNING

DASHBOARDS

DATA WAREHOUSE

Dynamics

CRM

Ž Ž Ž Ž Ž Ž Ž

OTHER DATA SOURCES

Out-of-the-box integration to Microsoft Dynamics™ NAV 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) Configurable Data Warehouse (Combine data across multiple sources or companies) New Web Portal for sharing reports, discussions and decision-support

www.solverglobal.com

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info@solverglobal.com

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800.281.6351

contents Q2 2016

www.navug.com

Tweet It! What Microsoft tool is your alltime favorite?

Share your thoughts on Twitter #NAVUG.

Q2 2016

WWW.NAVUG.COM

Tools AND THE VALUE FOR YOU

Is Your Inbox Overflowing?

TAKE BACK CONTROL

Gearing Up

In Every Issue 5 7 8 9 10 22 23 32 34 35 42 44 48 49

From the NAVUG Chairman Events Meet Your Peers Welcome to Our New Members Chapter News Academy Corner NAVUG Bingo Spotlight on…Victor Diercksen What’s New on the NAVUG Website Name That Photo Contest On Topic Word Find Trending Topics The NAV List, from The Partner Channel

FOR MICROSOFT DYNAMICS NAV 2016

Features 12

Humans of NAVUG Robb Delprado

14

How to Re-energize Your Microsoft Dynamics NAV Implementation

18 20

Expanded Volunteer Program

Fastpath Solutions, Inc. . . . . . . . . . . . 43

24

Academy Instructor Spotlight Kerry Rosvold

Innovia Consulting (formerly ABC Computers) . . . . . . . 33

26

Microsoft Member Showcase Chad Sogge

k-eCommerce . . . . . . . . . . . . . . . . . . . 13

28 33

In NAVUG, You’re Not a Newbie for Too Long!

36

VAR Partner Solution Showcase Silverware

38 40

It’s the Little Things Training, Tips, and Tricks

45

Power Pivots, Power Views, and Power Query Make for Powerful Excel!

46

ISV Partner Solution Showcase Digital Vantage Point

Advertiser Index Beck Consulting . . . . . . . . . . . . . . . . . . 6 ChargeLogic . . . . . . . . . . . . . . . . . . 37,39 Datahaven. . . . . . . . . . . . . . . . . . . . . . . 4

Lanham Associates . . . . . . . . . . . . . . 60 Mergetool.com . . . . . . . . . . . . . . . . . . 25 NAVUG Chapter Sponsors . . . . . . . . . 16 NAVUG European Congress . . . . . . . 30 NAVUG Focus . . . . . . . . . . . . . . . . . . . 31 NAVUG Summit . . . . . . . . . . . . . . . 17,27 Next Generation . . . . . . . . . . . . . . . . . 45 Solver . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Tips & Tricks Keyboard Shortcuts + Wildcards

Tips & Tricks Clean Up Your Inbox Act

Industry Showcase Agriculture, Forestry, and Fishing

Q2 2016 | 3

Paperless. Redefined.

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Datahaven enabled our A/P group to avoid increasing headcount despite a 3-fold increase in transaction volume.

Victor Dierckson, IT Manager Talking Rain Beverage Co.

Datahaven4.com +1.757.222.2000

G N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U A G U VU A G N G U V A N VU AV NA G N UG VU AV NA N G G UG VU AV NA G N UG VU AV N AV N G U V A N G UG U AV NA N G UG VU AV NA N G N UG VU AV NA N G UG VU A G U V A N G G VU AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU N A G U VU AV NA N G U V A N G G U V A N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U A G U V A AV NA G N UG VU AV NA N G UG U VU AV NA G N UG VU AV NA N G G U V AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA N G N UG U AV A N G UG VU A G U V A N G VU AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG V N A U VU AV NA G N G U V A N G G U V A N G UG VU AV VU NA NA G N UG VU AV NA N G G VU VU AV NA G N UG VU AV N AV NA G N G U V A N G UG U V A N G UG VU AV NA N N G UG VU AV NA N G UG VU AV N G U V A N G U AV NA N G UG VU AV NA G U V N G U V A N

letter

Goingfrom tothe the Next Level... navug chairman Sherry Linares

Right Tools, Right Time

David Hatker

elcome to the Q2 issue of NAVUG™ Magazine!

I’d like you to consider how far technology has come since The Stone Age. The cavemen had a limited set of tools at their disposal (spears, sharpened stones, and carved bones). Imagine a caveman’s regret when realizing he didn’t bring his trusty spear to the mammoth hunt! The same holds true in the modern world: You won’t get very far without the right tool for a job, and there are many to choose from.

The theme for this issue is Tools, specifically Microsoft Tools. We all know that tools are great. They can help us efficiently complete tasks both at home and at work. In fact, I have a lot of tools at home (my wife would probably say more than I need!), and there are ones I use often and others infrequently. There are also some tools that I don’t even remember that I own! The key to using these tools is to know which tool to use and when, and what are all the features the tool offers. In other words, am I really getting the maximum value from the tool?

Tools in our professional life are like this, too. We have so many tools at our fingertips: Apps, add-ons, plug-ins, software packages, and customized programs, and that’s just naming a few. There are some that I use every day and others that I might just use once a week or only as-needed. In this issue, we’ll focus on Microsoft Tools and how they help us work smarter and more efficiently, leverage business intelligence, integrate with our Customer and company data, and help us share information. You’ll find articles on Microsoft Excel® and Outlook®, as well as tips and tricks to help you be more efficient with these tools and increase your awareness of they offer.

But wait; there’s more!

Make sure you also take a look at the Microsoft Dynamics NAV 2016 overview article. It’s a great summary of the enriched Microsoft Dynamics NAV 2016 landscape. Delving even deeper, you’ll gain insight into the Humans of NAVUG, chapter leaders, new Members and Solution Showcases – all articles that focus on Members like you. Grab your spears; er, your Power BI Dashboards!

Best regards,

W

David Hatker NAVUG Board Chairman

Q2 2016 | 5

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SPS COMMERCE, INC. 612-435-9400 info@spscommerce.com spscommerce.com

BeckConsulting 800-456-8474 x110 cheryl@beckconsulting.com bcedi.com bcpns.com

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events sessions meetings courses

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

NAVUG European Congress 2016

Chapter Meetings

9-10 May | Stuttgart, Germany www.navugcongress.com

April 12 Massachusetts | Boston April 19 Illinois | Chicago April 21 United Kingdom User Group Meeting May 18 Wisconsin | Milwaukee May 20 Northern California June 9 Northeast | New York, NY June 15 Great Lakes | Cleveland, OH June 15 Minnesota |Minneapolis/St. Paul Webinars

NAVUG Focus 2016 June 7-8 | Chicago Metro Area www.navugfocus.com

NAVUG Academy Pre-Conference Training October 10-11 | Tampa, Florida www.navugsummit.com/event/academy-training

NAVUG Summit 2016 October 11-14 | Tampa, Florida www.navugsummit.com

Webinars April 20 NAVUG Membership Benefits Overview & Orientation April 30 NAVUG Cross-User Group Meeting Template May 18 NAVUG Partner Membership Benefits June 15 NAVUG Membership Benefits Overview & Orientation

Academy Courses June 15 Posting Groups and Dimensions in Microsoft Dynamics NAV

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

Q2 2016 | 7

VU A NA G N UG VU AV NA N G V G U V A N G N UG VU AV NA N G UG VU A G U V A N G VU AVU NAV NA G N UG VU AV NA N G G U V A N G UG V U AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU A N VU A N A G N G U V A N G G VU V A N G UG VU AV N AV NA G N UG VU AV NA N G UG U VU AV NA G N UG VU AV NA G U V N G AV N G N UG VU AV NA N G UG G UG AVU AV NA G N UG VU AV NA G U V N A N G N UG VU AV NA N G U G VU AVU AV NA G N UG VU AV NA N G G U V A N G UG V U AVU NAV NA G N UG VU AV NA N G G U V A AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA N G U A G U V AV NA G N UG VU AV NA N G UG U V A N G UG VU AV NA N G UG VU AV NA N G UG VU AV N G N G U V A N G UG AVU AV NA G N UG VU AV NA N G UG VU AV NA G N UG VU N A U V AV N G U A N G UG VU AV NA G U V N G U V A N VU AV NA G N UG VU AV NA N G N G UG VU AV NA G N UG VU AV A AV N G U V A N G UG U AV NA N G UG VU AV NA N N G N UG VU AV NA N G UG VU AV A N G U V A N G U V A N G

peers meet your navug peers

NAVUG™ is glad to have a great team of Members planning the NAVUG European Congress.

We reached out to three of them to find out what they’re most excited about regarding the event.

Take a read and make plans to join us!

Alexander Lutz COMPANY Brands4Friends (an eBay company) TITLE Team Lead ERP & CRM Development

All in all, I’m looking forward to meeting great people and getting valuable insights in new solutions and best practices throughout the whole Microsoft Dynamics NAV ecosystem.

EMAIL Alutz@ebay.com

Claus Lundstrøm COMPANY Continia Software TITLE Senior Product Manager & MVP EMAIL Clausl@continia.com

I’m super excited that we are doing this event, and I look forward to this Congress growing every year, with Users learning how much they can learn not only from the sessions, but also from other attendees. A lot of Microsoft Dynamics NAV knowledge will gather in one place; come join us and get inspired.

Jeroen Beemster COMPANY Bejo Zaden TITLE Manager Application Development & Support EMAIL J.beemster@bejo. com

8 | NAVUG Magazine

Meeting other people with the same interests. Sharing the knowledge. Seeing the latest information about Microsoft Dynamics NAV.

G UG VU AV NA N G U V A N G U V A N G U G VU U AV NAV N G N UG VU AV NA N G U A G U V A N G UG VU AV NA N G UG V VU AV NA N G U V A N G UG VU AV NA G N UG VU AV NA AV N G U V A N G UG U AV NA N G UG VU AV NA N N G N UG VU AV NA N G UG VU AV A N G U V A N G U V A N G UG VU AV NA N G UG VU AV NA N G UG VU AV N G UG VU AV NA N N A G UG VU AV NA N G U V A N G U V A N G UG V U AV NAV N G N UG VU AV NA N G U A G U V A N G UG VU AV NA N G UG VU AV NA N G U V A N N V U G G U V A N G U AV AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA N G N UG U AV A N G UG VU A G U V A N G G VU AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU N A U VU AV NA G N G U V A N G G U V A N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U A G U V A AV NA G N UG VU AV NA N G UG U VU AV NA G N UG VU AV NA N G G U V AV N G N UG VU AV NA N G UG U AV A N G UG VU AV NA N G N UG VU AV NA N G UG VU A G U V A N G G VU AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU N A U VU AV NA G N G U V A N G G U V A N G UG VU AV VU NA NA G N UG VU AV NA N G G VU VU AV NA G N UG VU AV NA AV NA G N G U V A N G UG U V A N G UG VU AV NA N N G UG VU AV NA N G UG VU AV N G U V A N G U AV NA N G UG VU AV NA N G N UG VU AV NA N G UG VU AV A N G U V A N G U VU AV NA G N UG VU AV NA N G G U V A N G UG V U AVU NAV NA G N UG VU AV NA N G V A N G UG VU AV U G VU NA NA G N UG VU AV NA N G G VU VU AV NA G N UG VU AV N AV NA G N G U V A N G UG U V A N G UG VU AV NA N N G UG VU AV NA N G UG VU AV N G N G U V A N G UG AVU AV NA G N UG VU AV NA G U V N AV NA G N UG VU AV NA N G U G U V A N

members welcome to our new members

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

New NAVUG User Members Allied Toyotalift AMBRI Andy Gump, Inc. Arsenal Football Club BHJ USA, INC Black Diamond Equipment, Ltd. BLC Textiles Chicago Powdered Metal Products Cleveland Tank & Supply, Inc Crown Crafts, Inc. Division 9 Inc. eBay brands4friends Endicia Fisher Bioservices Forum Energy Technologies

Jack Black, LLC Jedwards International, Inc. Klondike Cheese Co. Layher AB Marine Ingredients McClancy On-Track Railway Operations Ltd Orvec International Ltd Ozone International, LLC PC Industries PCA SKIN Pearson Candy Company Poppelmann Plastics USA

Restaurant Supply Chain Solutions, LLC Smarte Carte St. Paul Port Authority Storm Industries, Inc. Tele2 Sverige AB Terrybear Urns & Memorials Thermo King West Pty Ltd TransPower Troy Group, Inc University of Winnipeg Veloci Performance Products, Inc. Vintage Stock, Inc Winco Mfg., LLC

New NAVUG Partner Members Altus Dynamics Armour Technology Solutions Avalara Eversion ERP

Consulting Joshua Sung MultiSoft Kft. Perfion SQL Perform North

America Team Technology Technology Management Ltd The NAV People

Visit www.navug.com/membership/mgam to participate in the NAVUG Member Get A Member Program.

Meet one of our newest Members...

Smarte Carte, Inc. is the leading concessionaire of self-serve vended luggage carts, electronic lockers, commercial strollers, and massage chairs, as well as other passenger and guest services. Smarte Carte provides luggage cart concessions at airports and major bus/ rail stations, electronic locker concessions at amusement/theme parks, indoor and outdoor waterparks, ski resorts, entertainment centers, and transportation centers, stroller concessions at shopping centers, amusement/theme parks and zoos, massage chairs at transportation, shopping, and entertainment centers, long-term baggage storage, baggage wrapping, and excess baggage storage services at airports, malls, and major bus/ train stations.

“We really enjoy being a part of NAVUG as it provides us with a metro area resource in the Microsoft Dynamics NAV community where we can gain insights and observations on common workplace challenges,” says Chris Farrier, director of financial reporting and analysis for Smarte Carte. “We gain additional benefit from the information and visualization gained through presentations on the new features that Microsoft Dynamics NAV has to offer with the new product releases. The open attendance group meetings also give us an opportunity to engage other departments within the organization and can foster mutual growth and development.”

NAVUG Q2 2016 | 9

G N G UG VU AV NA N G UG U AV NAV N G N UG VU AV NA N G U A G U VU A U N A V G N G VU AV NA G N UG VU AV NA N G G UG VU AV NA G N UG VU AV N G U AV N U N A V G G U AV NA N G UG VU AV NA N G N UG VU AV NA N G UG VU AV A N G U V A N G U N A G U VU AV NA G N G VU V A N G G U VU AV NA G N UG VU N A G U VU AV NA N G U V A N G G U V A N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U A G U V A AV NA G N UG VU AV NA N G UG U VU AV NA G N UG VU AV NA N G G U V AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA U G A G U V N A N G UG VU AV NA N G UG G VU AVU NAV NA G N UG VU AV NA N G G U V A N G U G VU U AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU AV N VU A N A G N G U V A N G G VU V A N G UG VU AV NA AV NA G N UG VU AV NA N G UG U VU AV NA G N UG VU AV NA N G U V N G AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA U G A G U V N

news c h a p t e r

ne w s

Up-and-Coming Chapter

NEW YORK Chapter Leaders Elizabeth McQuiston Corporate Controller, Superior Walls of America Michael Carr VP, Finance, Philadelphia Scientific LLC Steven Chinsky Chapter Leader and Senior Industry Solution Architect, Columbus

“...our meeting this past December was our best, and the group, aided by increasing attendance, really had a spirited and wide-ranging discussion...”

Chapter

HIGHLIGHTS 10 | NAVUG Magazine

NAVUG™ takes on Manhattan when the New York chapter converges on Microsoft’s New York City office.

“Collectively, our meeting this past December was our best, and the group, aided by increasing attendance, really had a spirited and wide-ranging discussion in a face-to-face session that allowed for multiple ‘off the cuff ’ conversations,” says chapter leader Steven Chinsky of Columbus. “I love that our group fosters a give-and-take of opinions and sharing of information. It is our quarterly meetings and facetime that yield mini-discussion groups that a webinar cannot replicate.”

The group hosts quarterly meetings and has great success in helping each other solve issues during their time together.

“I most enjoy the fun in coming together, discussing how we deploy Microsoft Dynamics NAV, and discussing what needs to be improved with the product,” says Steven. “The camaraderie with local Microsoft Dynamics NAV Users and companies is great.

In addition, meeting Users and seeing what commonality exists between companies and talking about alternative points of view is so rewarding because it helps everyone understand different ways of approaching an issue.”

» 15 active Members, focused on Member needs + concerns + common interests.

» ISV and Member overview sessions have been a big hit! A big thank you to the ISVs who have helped to solve User problems and presented features and functionality for both Microsoft Dynamics NAV and add-on products.

G N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U A G U VU A G N G U V A N VU AV NA G N UG VU AV NA N G G UG VU AV NA G N UG VU AV N AV N G U V A N G UG U AV NA N G UG VU AV NA N G N UG VU AV NA N G UG VU A G U V A N G G VU AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU N A G U VU AV NA N G U V A N G G U V A N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U A G U V A AV NA G N UG VU AV NA N G UG U VU AV NA G N UG VU AV NA N G G U V AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA N G N UG U AV A N G UG VU A G U V A N G G VU AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU N A G U VU AV NA N G U V A N G G U V A N G UG VU AV VU NA NA G N UG VU AV NA N G G VU VU AV NA G N UG VU AV NA AV NA G N G U V A N G UG U V A N G UG VU AV NA N N G UG VU AV NA N G UG VU AV N G U V A N G U AV NA N G UG VU AV NA G U V N G U V A N

news c h a p t e r

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Up-and-Coming Leaders

HOUSTON CHAPTER LEADERSHIP TEAM AJ Ansari Microsoft Dynamics NAV Product Manager InterDyn BMI Programming and Content Chair

Robb Delprado President Western Data Systems, Inc. Chairperson

Teresa Burger Microsoft Dynamics NAV Manager Charles & Colvard Communications Chair

Wally Whitley Director of IT Bishop Lifting Products Membership Chair

AJ Ansari, Robb Delprado, Teresa Burger, and Wally Whitley tag team to lead the Houston chapter of NAVUG. The group, which has been meeting quarterly, is sure to have a good turnout at their next meeting in May as they’ll take the Karbach Brewing Company tour (which includes a tasting after the next chapter meeting).

“As a team, we really enjoy bringing together the Microsoft Dynamics NAV User community in Houston,” says AJ. “We’ve been able to foster a sense of community, delivering User-requested content at local, face-to-face events.”

The group also recently took their show on the road, traveling to the Dallas/Fort Worth area to reach even more NAVUG Members.

“As an individual, I really like that I’m able to share my knowledge when called up to help benefit this Microsoft Dynamics NAV community,” concludes AJ.

» 14+ active Members » Most popular meeting: A discussion on audit trail management and the first User-led presentation

Chapter

HIGHLIGHTS

Q2 2016 | 11

G U V A N AV NA G N UG VU AV NA U VU AV NA G N UG V N G AV N G N UG VU AV NA U AV A N G UG N G N UG VU AV NA N AV A N G U V G U VU AV NA G N UG N G G U V A U AVU NAV NA G N UG VU G V A N U G VU NA NA G N UG VU AV G VU VU AV NA G N U AV NA G N G U V A U V A N G UG V N G UG VU AV NA N AV N N G U V A G UG AVU AV NA G N UG N U V AV N G A N G U G VU AVU NA NA G N UG G N G VU VU A N A U V A NA G G VU

MEMBER PROFILE

f o s n a m u H MEMBER Robb Delprado COMPANY Western Data Systems, Inc. JOB ROLE President MEMBER SINCE 2011 VOLUNTEER PROFILE Chapter Leader

What is the number one reason other Microsoft Dynamics NAV Users should join NAVUG? NAVUG Members are like-minded in trying to help each other. It’s a group of collaborators. Joining NAVUG gives you the opportunity to reach out to other Users for help and advice.

Describe a tip you received from another NAVUG Member that has made your life easier: I have been using Microsoft Dynamics NAV since 1999, and I have worked with versions 1.2 through 2015. However, I had never used consolidations until we created a new company in 2010, and we needed to use the consolidation functionality. Since the only entries in the consolidated company are G/L entries, whenever we restated a prior period, I used my developer’s license to delete all the G/L entries in the consolidation company before reconsolidating the restated period. Kerry Rosvold showed me that the consolidation process will automatically delete the entries when you re-consolidate a prior period.

Describe why you volunteer with NAVUG: NAVUG Summit Speaker Educational Speaker (Webinars)

I have worked with several other ERP/accounting systems and as a CPA, I appreciate the ease of use, the flexibility of the functionality, and the reporting capabilities within Microsoft Dynamics NAV. I like to solve problems so when Users share their issues, I try to provide solutions.

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

12 | NAVUG Magazine

™

MAKE DYNAMICS SELL FOR YOU

B2C & B2B eCommerce Customer Service and Sales Rep Portal Mobile Commerce Optimized Extend Your Reach with Facebook Store, eBay and Amazon Built-in CMS and Rich Product Catalog ĬŅƚÚě ±ŸåÚØ BĜčĘĬƼ åÏƚųåÚ ±ĹÚ { F åųƋĜĀåÚ Powered by Microsoft .NET Technology

for Microsoft Dynamics™ sales@k-eCommerce.com | 1-855-k-eCommerce (532-6663)

www.k-eCommerce.com/dynamics-eCommerce

N G U V A N U AV NAV N G N UG VU A G U A G AV NA G N UG VU AV NA N U VU AV NA G N UG VU G G AV N G N UG VU AV NA U AV AV N G N UG VU N G N UG U AV A N A G U V A G VU AVU NAV NA G N UG VU N G G U VU AV NA N A U VU AV NA G N G U V G G U V A N G VU NA N G N UG VU AV NA G VU AVU A NA G N UG AV NA G N G VU V A N U V A N G UG VU N G UG VU AV NA N G AV N G U V A U AV NA N G UG VU N G N UG VU AV NA N A G U V A G VU AVU NAV NA G N UG V N G G U VU A NA N A U VU AV NA G N G VU G N G V

feature

HOW TO

RE-ENERGIZE

YOUR MICROSOFT DYNAMICS NAV IMPLEMENTATION

14 | NAVUG Magazine

story by John Grant, Innovia Consulting, NAVUG™ Partner Member

O

ur NAVUG community has a signiďŹ cant investment in Microsoft Dynamics NAV and collectively, our companies have been using the solution for a number of years. You may be at a point of wondering what you can do to breathe some new life into your system.

This article aims to help.

Qualifying Statements First, let’s deďŹ ne driving value. I mean saving time or eort in a business process. Your company will address new technology and platform strategies such as Windows Azure and OďŹƒce 365. New business requirements and other events will drive change, but I would classify these types of changes as projects.

The approach I will detail is based on Microsoft Dynamics NAV being the catalyst for day-to-day process improvements.

Second, the ERP system can’t reach its full potential without input from Users. There will always be something that can be done to improve performance and create eďŹƒciencies, and the resources who are closely associated with the system are the best ones to recommend improvements. As you gain more experience with Microsoft Dynamics NAV, you will ďŹ nd more opportunities for improvement and reap more of the beneďŹ ts the solution has to oer.

Software decisions are decisions about business processes – it is the change in business process that is the most valuable part of the implementation. Investing in software and technology was not done to duplicate what is currently being done, but rather to improve what is done. Lean proponents would tell you that this eort is ongoing and never-ending.

Those things considered, here is a very simple and cost-eective approach that has been proven to successfully re-energize Microsoft Dynamics NAV Users with the focus on both saving time or eort in day-to-day business processes and leveraging your Microsoft Dynamics NAV investment.

Re-energizing your Microsoft Dynamics NAV implementation Âť Form a Microsoft Dynamics NAV User team. Âť This group is made up of Users from various departments. Âť The members are rotated periodically; the goal is to include all Microsoft Dynamics NAV Users over time. (By rotating members, you will keep the group energized with new ideas.)

Âť Microsoft Dynamics NAV super Users and key Users are required and probably will not rotate out. Âť Group meets once a month for an hour. (Initial meetings may be longer.) Âť Include your Microsoft Dynamics NAV consultant as needed. Their role is to be a member of the team, not to lead the team. (Note: When I was a Microsoft Dynamics NAV User, I valued an outside view of how other companies were addressing the same issue from someone who also understood my industry, common business processes, and Microsoft Dynamics NAV processes.)

Goals and Topics for the User Team  Meeting topics – Microsoft Dynamics NAV/information issues and day-to-day process improvement    

opportunities.

Start with identifying any critical issues that the team needs to know.

Users identify new day-to-day Microsoft Dynamics NAV/information issues since last meeting.

Users identify and quantify opportunities to improve a process for the group.

One of the best ways to get more out of your Microsoft Dynamics NAV system is to invest in more training, including additional training at regular intervals. That leaves the question of what to train on. t 0OF XBZ UP EJTDPWFS XFBL TQPUT JT UP VTF ZPVS /"76( UFBN UP JEFOUJGZ EBZ UP EBZ FSSPST BOE misuse – non-use – of features. t 5SBJOJOH PQQPSUVOJUJFT MJLF XFCJOBST MJWF DMBTTSPPN UFBDIJOH TFTTJPOT EFNPOTUSBUJPO WJEFPT product release reports, newsletters, and in-oďŹƒce training sessions will lead to increased employee buy-in and User experience. t :PVS .JDSPTPGU %ZOBNJDT /"7 DPOTVMUBOU UFBN NFNCFS JT B SFTPVSDF UP IBWF JOQVU XIFO ZPVS team discusses ongoing training topics, bottleneck processes, and system issues.

Q2 2016 | 15

t .BLF ZPVS TUBĉ &31 FYQFSUT *U JT WJUBM UIBU ZPVS UFBN LOPXT IPX UP GVMMZ VTF .JDSPTPGU %ZOBNJDT NAV. Don’t underestimate the value of training.  Meeting discussions are about root causes and solutions for problems with the current system.

Resolutions deliver time savings and reduction in the amount of eort it takes to do the work.

Action Items Âť After the ďŹ rst meeting, any group-approved issue or improvement opportunity will be converted to an “action itemâ€? with an assigned number for future reference. A list will be maintained. This will be the starting point for each successive meeting. Âť Action items are assigned additional values to help organize: t %FQBSUNFOU t "TTJHOFE BT "DUJWF NVTU IBWF PS 'VUVSF OJDF UP IBWF

t 1SJPSJUZ t $BUFHPSZ FYBNQMFT

â—Š Microsoft Dynamics NAV consulting â—Š Microsoft Dynamics NAV development work â—Š Microsoft Dynamics NAV training Âť Select action items to be worked on, looking out 30 to 90 days to implement improvements even if it is only one or two items. Once action items have been identiďŹ ed, the solutions should have clear tasks and ownership. Âť Ongoing action item improvements will “re-energize your Microsoft Dynamics NAV implementationâ€? by saving time and reducing the amount of eort to complete tasks. Users will see results, which in turn will drive additional improvements.

NAVUG John Grant is a senior consultant for Innovia Consulting. You can reach him at Jgrant@innovia.com if you’d like to share the successes or lessons learned from your re-energization eorts.

Thank You to Our Chapter Sponsors Annual Sponsors

Promotional Sponsor

For information regarding sponsorship opportunities, please email sponsorship@navug.com

16 | NAVUG Magazine

count me in.

Pam Bird

System Administrator, Clean Control

Counting On NAVUG Summit16 This October, thousands will travel from around the world to Tampa, Florida to attend NAVUG Summit 2016 – the leading live event featuring user-produced education on how to maximize the performance of Microsoft Dynamics® NAV. Over the course of three days, Dynamics NAV Users will immerse themselves in an authentic community-driven environment that offers credible knowledge exchange, focused learning and curated networking.

With high-energy programming around every corner at NAVUG Summit, users gain instrumental solutions for their everyday product challenges and larger organizational goals.

Pam Bird is a Dynamics NAV User and System Administrator for Clean Control, a manufacturer of multiple high quality cleaning, deodorizing and specialty products for families and industry professionals worldwide. Bird first attended NAVUG Summit in 2012 and discovered that the that the ability to hone in on one’s product version, industry and role provides a customized conference experience and return on investment year-round.

NAVUG Summit has helped Clean Control and Bird review and compare software offered by different ISVs that would benefit their organization, and make an educated decision based on what was learned by having face-to-face conversations during the conference. “I have been able to solve many problems by attending NAVUG Summit.

The wealth of knowledge that is available is invaluable. Everyone is there to learn but they are also willing to share their own experiences in problem solving which is beneficial,” said Bird.

The annual conference offers Dynamics NAV users a dedicated and organic space to develop professionally within their roles. Through participation at NAVUG Summit, Bird has found value in the networking opportunities available during the three-day conference and discovered a way to contribute her knowledge to the NAV community. “I made the mistake of asking Onika Allen why there wasn’t a NAVUG Chapter in the Georgia area at a previous NAVUG Summit and I am now the Chapter Leader of NAVUG Georgia Chapter. It is very rewarding to have people thank you for getting a chapter started in our local area. We currently have 37 members and are looking for more to join.”

You can count on Bird to attend this year’s conference. “I’m looking forward to the opportunity to attend the classes offered and gain knowledge not only from the class leaders but from the attendees within the class. It is the one time a year that you get to see friends that you have made at previous NAVUG Summits and have the chance to make new ones.”

What advice would you give to someone who has yet to attend NAVUG Summit?

“Summit is a great opportunity to meet users just like yourself to develop a network of knowledge with people in your own area of expertise who have faced the same challenges that you have and overcame them.”

Count in. Count On. 10.11-14.16 | www.navugsummit.com

Expanded Volunteer Program Brings You More Ways to

Get Engaged in NAVUG

A

s a community built by Users for Users, NAVUG™ relies strictly on Members’ volunteer eorts to help us grow and ourish. Everyone has dierent reasons for volunteering, usually some combination of intrinsic and extrinsic beneďŹ ts including personal and professional development, service to others, developing a deeper network within the community, and more. We are pleased to launch an expanded program to provide our growing, diverse community of volunteers with more support to get engaged by sharing their time and talents while developing personally and professionally, making a meaningful impact in the User Group community, and being recognized for their valuable eorts in helping grow quality programming and experiences across NAVUG.

Your Community Needs You. It’s Easy to Get Started!

It’s simple to get involved as a volunteer with the User Group. Log into www.navug. com/volunteer for details today! You’ll take a few minutes to review the four ways to volunteer and submit your volunteer profile, sharing how you’d like to volunteer your time, any specialty focus areas, and some general information about your expertise JO .JDSPTPGU %ZOBNJDT /"7 5IFO XF XJMM follow up with you to discuss opportunities matching your areas of interest. You’ll also be invited to join the virtual NAVUG volunteer community, where you’ll learn about new opportunities, network, and access training and development resources.

4 WAYS TO VOLUNTEER: Âť PRESENT virtually in webinars or in person at conferences or local chapter meetings Âť INSTRUCT an Academy course online or at conferences Âť SERVE on a User Group board or committee, lead a Special Interest Group (SIG), or join a chapter leadership team Âť WRITE a blog, magazine article or tech tip

What’s In It for You? Givers Gain!

As a NAVUG volunteer, you join an incredible network of peers and subject matter experts dedicated to helping the User Group community. Our volunteers share that through their experiences, they receive much more than they give: They are challenged, encouraged, and supported as they develop deeper QSPEVDU LOPXMFEHF HSPX UIFJS TLJMMT BOE FYQBOE UIFJS QFSTPOBM BOE QSPGFTTJPOBM OFUXPSL 5BLF UIF MFBQ You’ll be glad you did!

As a member of the NAVUG volunteer community, you’ll receive resources to connect you with opportunities of interest and develop you in your role. This will include access to the virtual volunteer community, library of training resources and events, dedicated communication and interaction with User Group team members regarding your volunteer experiences and opportunities, and more.

18 | NAVUG Magazine

VOLUNTEER APPRECIATION:

Volunteer Recognition and Rewards

» First annual Volunteer Rewards to be announced at Summit 2016

In September 2015, we launched the recognition and rewards facet of the volunteer program.

Working with a group of User Group volunteers, we created a plan to recognize the vital role volunteers have in building a strong and valuable User Group community. Volunteers will receive recognition of contributions and earn points for each volunteer activity contributed to the User Group. Points accrued during each program year (Sep. 1 through Aug. 31) will go toward annual volunteer appreciation rewards, the first of which will be BOOPVODFE BU /"76( 4VNNJU JO 5BNQB Florida. We are excited for this enhancement to the volunteer program, which strives to show appreciation for volunteers’ contributions and provide meaningful rewards of value. Log into www.navug.com/volunteer for details!

» Recognition in the User Group Magazine, website, and social media » User Group apparel » Volunteer certificate/plaque » VIP experience at Summit » Discounts to User Group Academy training » And more!

Stay Tuned for Updates!

We will continue to build the NAVUG volunteer program to enable Members to share their knowledge and experiences as passionate volunteer leaders who are actively supported in helping the User Group grow and flourish. This is your User Group – get involved today: visit www.navug.com/volunteer to fill out your volunteer profile and get connected. We’ll invite you to share your experiences, and you’ll keep up to date on what’s new with the NAVUG volunteer program. We look forward to involving you as a NAVUG volunteer, honoring our tradition of “for Users, by Users” and helping grow quality programming and experiences across your User Group!

NAVUG

Q2 2016 | 19

t&t

TIPS & TRICKS

Keyboard Shortcuts

by Holly Kutil, American Ring, NAVUG™ User Member Right Arrow

Move to the next ďŹ eld or character

Shift+Tab

Move to the previous ďŹ eld

Left Arrow

Move to the previous ďŹ eld or character

Shift+left-click

Up Arrow

Move to the ďŹ eld above in the same column

Down Arrow

Move to the ďŹ eld below in the same column

On multiple column headers, the columns will all be sorted in the same ascending or descending direction.

Delete

$MFBS TFMFDUFE UFYU

Esc

$MPTF UIF XJOEPX PS VOEP UIF EBUB FOUSZ

End

Move to the last ďŹ eld on a line

Home

Move to the ďŹ rst ďŹ eld on a line

Tab

.PWF UP UIF OFYU mFME PO OPO MJOF 'BTU5BCT

Enter

Move to the next editable ďŹ eld

F1

Open Help

F2

Shift+double-click If sorting on multiple column headers using

Shift+left-click, use Shift+double-click on the ďŹ rst column that was clicked on and this will toggle ascending/descending direction of all the columns included in the sorting.

Left-click

Left-click on a column header to sort a column ascending, then left-click again to toggle between ascending and descending.

Edit

Ctrl+F1

$PMMBQTF PS FYQBOE UIF SJCCPO

F3

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Ctrl+F2

$SFBUF B OFX EPDVNFOU

F4

Drop-down or look up to select

Ctrl+F3

Select Search pages

F5

Refresh the active window

Ctrl+F4

Look up to the related list

F6

Go to the next frame

Ctrl+F7

View entries

F7

Display statistics

Ctrl+F9

Release document

F8

$PQZ UIF mFME BCPWF

Ctrl+F10

Select the ribbon and display key tips

F9

Post

Ctrl+F11

Reconcile or split lines

F10, Alt

Select the menu bar and display access keys

Ctrl+F12

Select the address bar

F12

Select the navigation pane

Ctrl+C

$PQZ

Shift+F1

View error message

Ctrl+G

Go to

Shift+F3

Select Show Results (FlowFilter)

Ctrl+E

Export to Microsoft OďŹƒce Excel

Shift+F4

Open a lookup window (from an ellipsis button)

Ctrl+L

Show links

Ctrl+N

$SFBUF B OFX SFDPSE

Shift+F6

Go to the previous frame

Ctrl+O

Open the company

Shift+F7

Open the related card

Ctrl+P

Print

Shift+F8

Drop-down or look up to view

Ctrl+T

Select sorting

Shift+F9

Post and print

Ctrl+V

Paste

Shift+F10

Display a shortcut menu

Ctrl+W

Export to Microsoft OďŹƒce Word

Shift+F11

Apply entries, get source documents, or get warehouse documents

Ctrl+X

$VU

Ctrl+Z

Undo

Shift+F12

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Ctrl+Page Down

Display next document or card in a list

20 | NAVUG Magazine

Ctrl+Page Up

Display previous document or card in a list

Ctrl+Shift+R

View list

Ctrl+Up Arrow

Move up while the selected line stays selected

Ctrl+Shift+Q

$PMMBQTF FYQBOE B MJOF JO B IJFSBSDIZ

Ctrl+Down Arrow

Move down while the selected line stays selected

Ctrl+Shift+V

Paste rows

Ctrl+Shift+W

Open a list place in a separate window

Ctrl+Left Arrow

Move to the first field on a line

Ctrl+Shift+Enter

Ctrl+Right Arrow

Move to the last field on a line

Save and close the window and open a new window

Ctrl+Alt+F1

Open the About this Page/Report window (Zoom)

Alt

Display access keys in the ribbon

Alt+F2

5PHHMF UP EJTQMBZ IJEF 'BDU#PYFT

Delete the selected line

Alt+F3

Filter to the value in the field

Ctrl+Home

Move to the first line in a list

Alt+F4

$MPTF XJOEPX PS DMPTF QSPHSBN

Ctrl+End

Move to the last line in a list

Alt+F6

$PMMBQTF PS FYQBOE UIF BDUJWF GSBNF

Ctrl+Enter

Save and close window (equivalent to choosing the OK button)

Alt+F12

Optimize space for the current page

Alt+Left Arrow

Ctrl+Insert

Insert new line

Go to the previous window in the navigation history

Ctrl+Shift+F3

Select Limit totals to (table filter)

Alt+Right Arrow

Ctrl+Shift+A

$MFBS BMM mMUFST

Go to the next window in the navigation history

Ctrl+Shift+C

$PQZ 3PXT

Alt+Enter

Ctrl+Shift+D

Show dimensions

Move to the field below without opening the drop-down menu

Ctrl+Shift+E

Edit list

Alt+Tab

5PHHMF CFUXFFO PQFO XJOEPXT

Ctrl+Delete

I’ve Got A Wildcard for That spend much of my day searching and filtering in our database.

Sometimes the most helpful tools are just a few simple characters that make the job a breeze.

Here are some of my favorite filtering characters and wildcards: » = to search for a record that equals the key values (default) » > to search for a record that is larger than the key values » < to search for a record that is less than the key values These signs can be used in any combination. » + to search for the last record in the table (+ can only be used alone) » - to search for the first record in the table (- can only be used alone) » (*) to search for something you know the beginning of, use the asterisk immediately following the part you know (for example, bea*) » (*) to search for something you know the middle of, use an asterisk before and after the part you know (*ear*)

I

» (*) to search for something you know the end of, use an asterisk CFGPSF UIF QBSU ZPV LOPX JOH $PSQ

» (*) to search for something you are uncertain of a piece of the JOGPSNBUJPO ZPV DBO BEE B ͳF $PSQ

(..) you can use the two dots to define a date range ..02/29/16 would denote any date before 2/29/16 01/01/16.. would denote any date after 01/01/16 01/01/16..02/29/16 would denote any date in between the date range » (|) to search for this and that (200|300) would return results with 200 or 300 in the field » (‘’) two single quotes will return all entries where the field has been left empty NAVUG

» » » »

Holly Kutil is IT coordinator at American Ring. She can be reached at Hkutil@americanringmfg.com or 440-498-2326.

Q2 2016 | 21

G N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U A G U VU A U N V A G N G VU AV NA G N UG VU AV NA N G G UG VU AV NA G N UG VU AV N AV N U V A N G UG G U AV NA N G UG VU AV NA N G N UG VU AV NA N G UG VU A G U V A N G G VU AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU N A G U VU AV NA N G U V A N G G U V A N G UG VU AV NA N G UG V U AV NAV N G N UG VU AV NA N G U AV A N G U V A U G AV NA N G U V A N G UG U VU AV NA G N UG VU AV NA N G G U V AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA U G A G U V N A N G UG VU AV NA N G UG G VU AVU NAV NA G N UG VU AV NA N G G U V A N G U G VU U AVU NAV NA G N UG VU AV NA N G G U VU AV NA G N UG VU AV N VU A N A G N G U V A N G G VU V A N G UG VU AV NA AV NA G N UG VU AV NA N G UG U VU AV NA G N UG VU AV NA N G U V N G AV N G N UG VU AV NA N G UG U AV AV N G N UG VU AV NA U G A G U V N

learn

â&#x201E;˘

academy corner

Microsoft Dynamics NAV Training Series for Finance Teams

5

he scope and complexity of todayâ&#x20AC;&#x2122;s controller and finance manager roles continue to grow and evolve. Finance teams need to gain and maintain proficiency with their financial system, and the .JDSPTPGU %ZOBNJDT /"7 5SBJOJOH 4FSJFT GPS 'JOBODF 5FBNT PGGFST PSHBOJ[BUJPOT UIF BCJMJUZ UP MFBSO GSPN .JDSPTPGU %ZOBNJDT /"7 FYQFSUT BOE HBJO JOEVTUSZ CFTU QSBDUJDFT 5IJT NAVUGâ&#x201E;˘ Academy series can enhance professional development

and improve your organizationâ&#x20AC;&#x2122;s efficiency and effectiveness. It DBO BMTP PGGFS ZPVS UFBN UIF BCJMJUZ UP FBSO $1& DSFEJUT GSPN UIFJS desks; no travel required! ÍłF 5SBJOJOH 4FSJFT GPS 'JOBODF 5FBNT PÄ&#x2030;FST MJWF JOTUSVDUPS MFE online classes on topics such as ďŹ nancial setups, posting groups, account schedules, ďŹ xed assets, inventory reconciliation, month end/ year end, and budgets. Visit www.navug.com/academy for the latest class listings and times.

Âť Academy â&#x20AC;&#x201C; Fixed Asset Management for Microsoft Dynamics NAV April 28, 1:00 to 5:00 p.m. ET Âť Academy â&#x20AC;&#x201C; Inventory Reconciliation for Microsoft Dynamics NAV May 19, 1:00 to 5:00 p.m. ET Âť Academy â&#x20AC;&#x201C; Financial Reporting Using Account Schedules September 14, 9:00 a.m. to 1:00 p.m. ET Âť Academy â&#x20AC;&#x201C; Month-End, Year-End, and Budgeting in Microsoft Dynamics NAV December 14, 9:00 a.m. to 1:00 p.m. ET

NAVUG Academy classes provide you:

Âť The beneďŹ ts of live instructor-led training without the travel and expense

Âť Expert instruction and industry best practices Âť Exploration beyond core concepts and the ability to leverage practical, real-world content

Âť Hands-on, interactive training environment Âť $1& DSFEJUT

22 | NAVUG Magazine

NAVUG Academy classes provide your organization:

Âť Improved data entry, quality, and usage, as well as opportunities for increased revenue and decreased costs

Âť More empowered, satisďŹ ed team members and â&#x20AC;&#x153;big pictureâ&#x20AC;? thinking about your organization and its functions

Âť A quality, focused training program for experienced and new employees

NAVUG

NAVUG

N G O

B

I

Logged in to the NAVUG website

Uploaded a profile picture on the website

Registered for an event (webinar, chapter meeting, Academy class) via the website

Started a discussion in the Open Forum

Added biography information to my profile OR connected with LinkedIn

Updated password in the Contact Details area of the website

Viewed or downloaded a webinar recording on the website

Submitted a support ticket via the website (not an email)

Joined a chapter community

Recommended someone else’s post

Posted in a community other than the Open Forum (chapter, SIG, conference)

Registered for a conference on the website

Marked a response to my post as Best Answer

Marked a webinar recording or other document as a favorite

Responded to someone else’s post

Earned a Silver Contributor ribbon or higher

Connected at least one of my social media accounts in the Social Links area of my profile

Asked a question via Live Chat on one of the event sites

Submitted a referral on the Member Get a Member page

Updated my community notification settings under My Profile > My Settings

We’re changing it up this issue with a game of bingo! Simply mark the functions you’ve participated in within the last calendar year and then send in a photo or scan of your bingo to Contests@navug.com.

Wrote a blog

Added someone as a contact

Read the Frequently Asked Questions page

Sent a fellow NAVUG community Member a private message

Filled out my volunteer profile

Q2 2016 | 23

G U V A N AV NA G N UG VU AV NA U VU AV NA G N UG V N G AV N G N UG VU AV NA U AV A N G UG N G N UG VU AV NA N AV A N G U V G U VU AV NA G N UG N G G U V A U AVU NAV NA G N UG VU G V A N U G VU NA NA G N UG VU AV G VU VU AV NA G N U AV NA G N G U V A U V A N G UG V N G UG VU AV NA N AV N N G U V A G UG AVU AV NA G N UG N U V AV N G A N G U G VU AVU NA NA G N UG G N G VU VU A N A U V A NA G G VU

MEMBER PROFILE

Academy

INSTRUCTOR

SPOTLIGHT INSTRUCTOR Kerry Rosvold COMPANY Innovia Consulting JOB ROLE Application Consultant MEMBER SINCE 2009

,FSSZ 3PTWPME JT BO BQQMJDBUJPO DPOTVMUBOU XJUI *OOPWJB $POTVMUJOH BOE BTTJTUT companies who use Microsoft Dynamics NAV to implement, upgrade, or more fully utilize their ERP software. From 2004 to 2014 she was controller at two diďŹ&#x20AC;erent companies that both chose Microsoft Dynamics NAV as their ERP solution. Kerry is almost as passionate about ďŹ nancial reporting, accounting, and streamlined business processes as she is about blogging, social media, and building thriving business DPNNVOJUJFT UIBU ESJWF DIBOHF BOE HSPXUI :PV DBO mOE IFS PO 5XJUUFS BT !LSPTWPME or on her blog, www.dynamicsnavďŹ nancials.com.

She is actively involved with NAVUG, serving on the board as well as the programming committee, is a regular speaker at Microsoft events and NAVUG Summit, is the co-founder of the cross-UG Women in Dynamics group, and also serves on the $SFEFOUJBMJOH $PVODJM BOE &YBN 8SJUJOH $PNNJUUFFT GPS %ZOBNJDT 1SP

For more information regarding Academy courses that Kerry and others lead, please visit navug.com/academy.

24 | NAVUG Magazine

ĐŽŵƉůĞƚĞ ƐĞĐƵƌŝƚLJ ƐŽůƵƟŽŶ ĨŽƌ LJŶĂŵŝĐƐ E s Field Level and Data Security Quick Security - Security Setup in 2 Hours Permission Recorder WƌĞĚĞĮŶĞĚ WĞƌŵŝƐƐŝŽŶ ^ĞƚƐ ĨŽƌ ^ĞŐƌĞŐĂƟŽŶ ŽĨ ƵƟĞƐ Sarbanes Oxley Compliant Need help with security in NAV? Easy Security ǁŝƚŚ ŝƚƐ ďƵŝůƚ ŝŶ ƉĞƌŵŝƐƐŝŽŶ ƌĞĐŽƌĚĞƌ ĂŶĚ ƐŽƵƌĐĞ ĐŽĚĞ ĂŶĂůLJnjĞƌ͕ ĞŶĂďůĞƐ LJŽƵ ƚŽ ƋƵŝĐŬůLJ ƐĞƚ ƵƉ ƐĞĐƵƌŝƚLJ ŝŶ E s͘ dŚĞ ƉĞƌŵŝƐƐŝŽŶ ƌĞĐŽƌĚĞƌ ůĞƚƐ LJŽƵ ƌĞĐŽƌĚ ƚŚĞ ƉĞƌŵŝƐƐŝŽŶƐ ƚŚĂƚ ĂƌĞ ŶĞĐĞƐƐĂƌLJ ƚŽ ƉĞƌĨŽƌŵ ƐƉĞĐŝĮĐ ƚĂƐŬƐ ŝŶ E s ĂŶĚ ƚŚĞ ƐŽƵƌĐĞ ĐŽĚĞ ĂŶĂůLJnjĞƌ ĂƵƚŽŵĂƟĐĂůůLJ ĮŶĚƐ Ăůů ŶĞĐĞƐƐĂƌLJ ƌĞůĂƚĞĚ ƉĞƌŵŝƐƐŝŽŶƐ͘ dŚŝƐ ĞŶƐƵƌĞƐ ƚŚĂƚ ƐĞĐƵƌŝƚLJ ŝƐ ƐĞƚ ƵƉ ĐŽƌƌĞĐƚůLJ ƚŚĞ ĮƌƐƚ ƟŵĞ ĂŶĚ ĞůŝŵŝŶĂƚĞƐ Ă ƉĂŝŶĨƵů ƚƌŝĂů ĂŶĚ ĞƌƌŽƌ ƉƌŽĐĞƐƐ͘ ĂƐLJ ^ĞĐƵƌŝƚLJ ĐŽŵĞƐ ǁŝƚŚ ƉƌĞĚĞĮŶĞĚ ƉĞƌŵŝƐƐŝŽŶ ƐĞƚƐ ƚŚĂƚ ŚĂǀĞ ďĞĞŶ ǀĞƌŝĮĞĚ ĨŽƌ ƐĞŐƌĞŐĂƟŽŶ ŽĨ ĚƵƟĞƐ͘ Quick Security ĞŶĂďůĞƐ LJŽƵ ƚŽ ƐĞƚ ƵƉ ĨƵŶĐƟŽŶŝŶŐ ƐĞĐƵƌŝƚLJ ŝŶ Ϯ ŚŽƵƌƐ͘ Field Level and Data Security ůĞƚƐ LJŽƵ ůŝŵŝƚ ƵƐĞƌƐ͛ ĂĐĐĞƐƐ ƚŽ ƐƉĞĐŝĮĐ ƉĂŐĞƐ͕ ĨŽƌŵƐ͕ ĮĞůĚƐ͕ ĂĐƟŽŶƐ ĂŶĚ ĚĂƚĂ͘ zŽƵ ĐĂŶ ŚŝĚĞ ĮĞůĚƐ͕ ƉĂŐĞƐ ĂŶĚ ĨŽƌŵƐ͕ ŵĂŬĞ ƚŚĞƐĞ ŶŽŶ-ĞĚŝƚĂďůĞ Žƌ ůŝŵŝƚ ƚŚĞ data users can see - ƉĞƌ ƵƐĞƌ ĂŶĚ ƉĞƌ ƉĂŐĞ Žƌ ĨŽƌŵ͘ &Žƌ ĞdžĂŵƉůĞ͕ LJŽƵ ĐĂŶ ůŝŵŝƚ ƵƐĞƌƐ͛ ĂĐĐĞƐƐ ƚŽ ĐĞƌƚĂŝŶ ĚĞƉĂƌƚŵĞŶƚƐ͕ ůŽĐĂƟŽŶƐ Žƌ 'ͬ> ĂĐĐŽƵŶƚƐ͘ ϭϬϬϬн ĐƵƐƚŽŵĞƌƐ ŝŶ ϲϬн ĐŽƵŶƚƌŝĞƐ ĂƌĞ ƵƐŝŶŐ E s ĂƐLJ ^ĞĐƵƌŝƚLJ ƚŽ ŵĂŝŶƚĂŝŶ ƚŚĞŝƌ ƐĞĐƵƌŝƚLJ͘

ǁǁǁ͘ŵĞƌŐĞƚŽŽů͘ĐŽŵ - ŝŶĨŽΛŵĞƌŐĞƚŽŽů͘ĐŽŵ - +1 678-666-2100

N G U V A N U AV NAV N G N UG VU A G U A G AV NA G N UG VU AV NA N U VU AV NA G N UG VU G G AV N G N UG VU AV NA U AV AV N G N UG VU U G A N A N G UG VU AV NA G VU AVU NAV NA G N UG VU N G G U V A N U AVU NAV NA G N UG VU AV G V A N G U G VU NA N G N UG VU AV NA G VU AVU A NA G N UG AV NA G N G VU V A N U V A N G U G VU N G UG VU AV NA N G AV N G U V A U AV NA N G UG VU N G N UG VU AV NA N A G U V A G VU AVU NAV NA G N UG V N G G U VU A N A N A N U VU AV A G N G VU G N G V

microsoft member showcase

Chad Sogge group program manager â&#x20AC;&#x201C; SMB solutions, Microsoft Corporation

NAVUGâ&#x201E;˘ reached out to Chad Sogge, group program manager of SMB solutions for Microsoft, to gain insight into the release cadence of Microsoft Dynamics NAV, whatâ&#x20AC;&#x2122;s coming in the Madeira release planned for late 2016, and how a â&#x20AC;&#x153;One Microsoftâ&#x20AC;? approach will beneďŹ t small and medium-sized businesses in the future.

26 | NAVUG Magazine

NAVUG: Microsoft Dynamics NAV 2016 released in October of 2015. What were some of the most pivotal enhancements in that release?

Chad Sogge (CS): We had a lot of great enhancements, from ďŹ nancials to workďŹ&#x201A;ow to new client functionality, giving Users the choice of using Microsoft Dynamics NAV across their tablets, phones, and/or desktop computers. Our main goal was enhancing the day-to-day experience of getting work done simply and quickly.

We also introduced a new extensibility architecture, enabling our ISV community to extend Microsoft Dynamics NAV with deďŹ ned oďŹ&#x20AC;erings. Users can simply install extensions to their solution without heavy customization. This enables Users to easily move to the next version of Microsoft Dynamics NAV and their ISV solutions will upgrade right along with the core Microsoft Dynamics NAV. Thatâ&#x20AC;&#x2122;s a pretty fundamental change in the future of Microsoft Dynamics NAV. NAVUG: Thatâ&#x20AC;&#x2122;s a huge change to the product!

What has been the User feedback to that change?

CS: Itâ&#x20AC;&#x2122;s been exciting. This strategy ties into the culture Users have with other devices, and the desire people have for apps to be easy. They want to try them, and if they donâ&#x20AC;&#x2122;t use/like them, simply uninstall and continue with work.

That consumer app mentality is permeating the business community, maybe not at the same level of ease, but when people care about expanding functionality and donâ&#x20AC;&#x2122;t want to customize their system, this is a way of building out a solution without changing the core code. As we move into this cloud world, thatâ&#x20AC;&#x2122;s how we think about adopting broader technology without the customization that was inherent in the past.

NAVUG: And how do ISVs feel about the change?

CS: Many ISVs, especially those with horizontal solutions, have adopted this architecture, and weâ&#x20AC;&#x2122;ll see more as we move towards the Madeira release.

Keeping an app isolated makes an ISVâ&#x20AC;&#x2122;s life easier as theyâ&#x20AC;&#x2122;re able to make changes and updates more quickly.

As ISV adoption picks up, there will be more Microsoft Dynamics NAV compatible apps in the Marketplace, which makes it easier for Users to shop for what they want to use in their organizations.

NAVUG: Letâ&#x20AC;&#x2122;s talk about the Madeira release.

What can Users expect to see?

CS: In Maderia, we continue the optimization and simpliďŹ cation of work. One area weâ&#x20AC;&#x2122;ve focused on is making the OďŹ&#x192;ce 365 integration seamless across mail, calendar, and Microsoft Dynamics NAV so Users can get work done in a timely fashion. Weâ&#x20AC;&#x2122;re also simplifying forms (quote to cash, purchase to pay, and reporting) to make the experience frictionless.

Another is further work on the client experience and how we streamline the look, feel, and processing of Microsoft Dynamics NAV so that a User can see the data they need and what the next steps are in their transaction. Really, itâ&#x20AC;&#x2122;s about completing the end-to-end scenario faster than ever before.

NAVUG: Youâ&#x20AC;&#x2122;re a veteran of the Microsoft Dynamics GP R&D team who is now focused on both Microsoft Dynamics GP and Microsoft Dynamics NAV. Has that been an easy transition?

CS: It has. The teams worked closely before, and weâ&#x20AC;&#x2122;re able to leverage a lot of great learnings between the two products. For example, the learnings the Microsoft Dynamics NAV team had for the web client transferred over well to the latest release of Microsoft %ZOBNJDT (1 $POWFSTFMZ UIF .JDSPTPGU %ZOBNJDT GP team was able to bring local knowledge of the U.S. BOE $BOBEJBO NBSLFUT UP .JDSPTPGU %ZOBNJDT /"7 which has helped with the localization tasks. Itâ&#x20AC;&#x2122;s been a nice harmony to have a uniďŹ ed direction for the team.

NAVUG: What are the best ways for Users to share product feedback with your team?

CS: 4VCNJTTJPOT WJB UIF $POOFDU UPPM GPS TVSF 8F BMTP IBWF UIF "DDFMFSBUF $VTUPNFS &YQFSJFODF "$& QSPHSBN NBOBHFE CZ #SFUU +PIOTPO XIJDI provides us with a lot of really focused feedback on code and User experience.

The face-to-face event experiences, such as NAVUG 'PDVT JO +VOF BOE /"76( 4VNNJU JO 0DUPCFS BSF pivotal times for us as we can hear directly from a number of Users as to what they like and what they wish was improved. That â&#x20AC;&#x153;day-in-the -lifeâ&#x20AC;? experience, hearing the obstacles they encounter and what theyâ&#x20AC;&#x2122;re trying to accomplish, helps so much.

As we continue to evolve our design, if we can think about what a User is trying to accomplish in a day, we can tie the solutions together from ďŹ nance to BI to productivity and really create a holistic, beautiful solution for the User. NAVUG

count me in.

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COUNT IN. COUNT ON. Attend the premier live event featuring user-led education on how to maximize the performance of Microsoft Dynamics NAV. Knowledge gained has real-life application and the potential for remarkable results.

Be empowered as a better user.

REGISTER TODAY

WWW.NAVUGSUMMIT.COM

OCTOBER 11-14, 2016 | TAMPA, FL

#CountOnSummit

N G U V A N U AV NAV N G N UG VU A G U A G AV NA G N UG VU AV NA N U VU AV NA G N UG VU G G AV N G N UG VU AV NA U AV AV N G N UG VU N G N UG U AV A N A G U V A G VU AVU NAV NA G N UG VU N G G U VU AV NA N A U VU AV NA G N G U V G G U V A N G VU NA N G N UG VU AV NA G VU AVU A NA G N UG AV NA G N G VU V A N U V A N G UG VU N G UG VU AV NA N G AV N G U V A U AV NA N G UG VU N G N UG VU AV NA N A G U V A G VU AVU NAV NA G N UG V N G G U VU A NA N A U VU AV NA G N G VU G N G V

feature

IN NAVUG,

You’re Not a Newbie for Too Long!

F

eeling like the new kid on the block isn’t always reassuring, especially when using Microsoft Dynamics NAV to manage your business. It can be overwhelming, but as part of NAVUG, you can rest assured you’re NOT alone, and you won’t be a newbie for too long!

Let’s take last year’s NAVUG Summit for example. Dave Hatker addressed a number of those newbies at Summit with an entertaining and value-packed presentation, “23 Tips and Tricks for the New Microsoft Dynamics NAV User”.

From easy to advanced tips, Dave’s presentation covered everything from keypad shortcuts to ODATA. We’ve summarized five of the easy tips below for immediate value so you can change your newbie status to novice in no time!

Keep the leftmost columns in place on any list!

Save yourself some time entering dates!

DATE FIELD SHORTCUTS T or t Today’s date W or w Working date m, tu, we, th, f, sa, su Days of the week m-5 5th Monday of this calendar year CM+1D-1M..T Current Month to Date 1005 or 105 October 5 of the current year 05 or 5 The fifth of the current month 28 | NAVUG Magazine

Filter quickly to a single value any list view!

Want to simplify your (Microsoft Dynamics NAV) life?

Customize screens! It remembers…

Save time by using these Shortcut Keys: KEY Esc Home End Ctrl + Home Ctrl + End

ACTION Close window or undo data entry Move to the first field on a line Move to the last field on a line Move to the first record in a list Move to the last record on a list Q2 2016 | 29

Ctrl + Delete Tab Enter Alt + Enter Ctrl + Enter F1 F2 F3 F4 F5 F6 F7 F8 F9 Shift + F9 F10 or Alt Alt + F2 Alt + F3 Alt + F6 Alt + Left Arrow Alt + Right Arrow

Delete a record Move to the next field Move to the next Quick Entry field Move to next Quick Entry w/o opening dropdown OK Open Help for the field that has focus Edit Move the cursor a list’s Filter field Opens Lookup dialog for a drop-down field Refresh active window or clear an error Navigate focus to the next frame Display Statistics Copy the field above when in a list view Post Post and Print Display access keys on menu bar Toggle to display/hide fact boxes Filter to the field with focus in a list view Collapse or expand the active frame or fast tab Go to the previous window in the navigation history Go to the next window in the navigation history NAVUG

NAVUG

Register Today

™

Broaden your Dynamics® NAV knowledge with hands-on training, prepared by users for users. www.navugcongress.com

9 – 1 0 M AY 2 0 1 6 | I N T E R N AT I O N A L C O N G R E S S C E N T E R |

30 | NAVUG Magazine

S T U T T G A R T, G E R M A N Y

™

Setting Sights on NAVUG Focus 2016 2 0 1 6

A Dynamics® NAV User’s Point of View: Q&A with Lewis Rosenberg, Mars Fishcare

In June, Microsoft Dynamics NAV Users will gather in the Chicago Metro Area (Schaumberg, IL) to dig deeper into educational topics focusing on roles, industries, and product versions. This year’s conference will feature three primary tracks: Manufacturing, IT, and Finance. Each track will offer intensive, 90-minute sessions where Users can get their questions answered and gain new skills to add to their Dynamics NAV toolbox.

Lewis Rosenberg is the IT Manager at Mars Fishcare, a leader in the Aquatics industry developing and perfecting products and solutions for indoor aquariums. Lewis is a member of the NAVUG Programming Committee, and like his peers he EHOLHYHV 1$98* )RFXV ZLOO IXOÀ OO WKH XVHU·V GHVLUH WR learn about topics important to the NAV community.

We were able to ask Lewis a few questions about this year’s conference: NAVUG: How will NAVUG Focus help solve a problem an organization is facing?

Lewis Rosenberg (LR): NAVUG Focus will help solve problems an organization is facing because NAV experts, who are Users, partners, and ISVs, will all be there for the purpose of sharing information.

NAVUG: How will Focus help solve a problem an individual might face in their role?

LR: NAVUG Focus attendees will be able to meet with NAV Users from other companies in similar roles. It is a great opportunity to share information, ideas, and learn new things.

NAVUG: What advice would you give to someone considering attending Focus?

LR: Make new NAV connections! Bring lots of business cards and network with as many people as you can.

NAVUG: How do you expect Focus to help elevate Users professionally?

LR: NAVUG conferences, like NAVUG Focus, allow people to network and meet people in similar roles at other companies, as well as connect with NAV partners and ISVs. Attending NAVUG Focus is a great way to build and grow an individual’s professional network.

NAVUG: What are you looking forward to the most about Focus?

LR: I always look forward to a wealth of new knowledge and ideas, along with making new friends and contacts at NAVUG conferences.

Chicago Metro Area | June 7–8

navugfocus.com

Spotlight on..

VICTOR DIERCKSEN Director of Business Technology Siskin Enterprises Inc.

Who I’m following on social media right now...

I have a toddler. I don’t have time for social media. However, if my son had a Facebook account, I would watch what he does every day as he is a never-ending source of fascination for me!

On my desk right now...

NAVUG™ Magazine, the 2016 goals for my team, and our fiveyear IT roadmap.

My three goals for 2016...

1) Improve business processes so that my co-workers can go home at 5:00 p.m.

2) Sleep more.

3) Go on a grand vacation adventure (we are thinking Cuba).

What I do when I’m not at work...

Play with my 3-year-old son.

The best advice I ever received...

Always have a, well…can’t say what he said in polite company, but a “you-know-what” fund. At any given time, have enough savings in your bank account to live on for six months so that if your job gets really, really bad, you can say “see ya later”, and just walk out the door.

32 | NAVUG Magazine

t&t

TIPS & TRICKS

Clean Up Your Inbox Act! Tips to Being More Efficient and Less Stressed About Your Inbox

I

f you’re like many people, you may need some inspiration to clean up your inbox act! To help counter this problem with productivity, Ginny Ferguson presented a session called Inbox Overflowing? Take Back Control! based on the popular book, “The 15-Minute Inbox”.

This content is part of the OneSource Microsoft Tools webinar series, the goal of which is to spread education regarding Microsoft technologies to NAVUG Members.

Here’s a quick summary of this webinar; be sure to check it out at www.navug.com/inboxcontrol.

First and foremost, identify the types of email you’re receiving: » Critical and Urgent – Needs to be addressed immediately. » Critical and Not Urgent – Helps you to advance your goals, project, or business, and/ or required action is part of your job. » Not Critical and Urgent – Everything else that enters your inbox and is not critical, but carries a sense of urgency. » Not Critical and Not Urgent – Even if you don’t have to act on it, it’s still in your inbox.

Delete!

Ginny urges you to think of your inbox as a busy airport terminal. You need to organize it so you can quickly process the emails and move on. Prepare your terminals and define a strategy to keep that inbox clean! » Action Today – Emails that require your action as quickly as possible. » Follow-Up – You are either waiting on someone else’s input, or you need to check progress on an action. » Read Later – Emails that don’t require action, but you do need or want to read content.

There’s nothing like a fun word equation when trying to change your email habits. Try to implement The 4+1 Action Ds strategy, and you’ll be well on your way to a cleaner inbox! » Delete It – Ask yourself, do I really need this? Is it part of my job? » Deal with It – If you can deal with it in less than two minutes, just do it immediately.

When you are done with the message, put it in an ARCHIVE folder or FOLLOW-UP folder if it needs follow-up by you or delete it. » Defer It – If it will take longer than two minutes but less than one hour and is part of your job, move it to your ACTION TODAY folder. If it’s longer than an hour, plan it into your calendar. » Delegate It – If it requires another’s action, include clear instruction (what, by when, how, next action, answer to be sent, etc.) and follow-up and archive it. » Done – Keep moving when you’re

processing your inbox. You can’t get distracted by links, attachments, or even new emails.

Bonus tip from Ginny!

Schedule 30 minutes per month on filing maintenance, making sure files are still relevant. This helps a ton in easy placement of emails and access to information.

NAVUG

Q2 2016 | 33

ON What’s NewTHE NAVUG Website We were thrilled to roll out new features and enhancements to the NAVUG™ website during Q1. Released on January 26, we hope these updates have improved your User experience when visiting www.navug.com.

Public or Member Only Webinars Something we’ve heard from the community is you’d like an easy way to see which webinars are open to everyone (public) and which ones are only available to paid NAVUG Members.

We’ve added a filter on the webinars page that allows filtering in three categories: All (default view), Public, or Member Only.

Find Your Add-On Activities When you register for a conference, often times there are additional registration activities you can choose (like Pre-Conference Academy classes prior to NAVUG Summit). Previously when you looked at your registration in the My Registrations area of your profile, you would not see those additional registration activities. Now when you look at your registrations, you can see those details.

Registrations for You and Your Team Many of our Member companies have asked to see all the registration activity happening for their company. This helps when determining to move from subscriber to paid Member or when looking at annual renewals. Account administrators and the primary contact will see a new button in their profile area – Company Registrations. This gives an all-up view of all registration activities for your company.

Am I Logged In? You may have noticed when registering for an event that you are sometimes prompted to log in (again), even though you can see your profile picture in the upper right of the site. We’re releasing a fix that will address this discrepancy and eliminate the need for multiple logins.

Are We There Yet? We’ve heard (and experienced) some poor performance issues when registering for events on the site – specifically the loading speed. This release includes fixes to help with the screens loading during the registration process. We will continue to improve this process with additional fixes in future 2016 releases.

Keep helping us help you by letting us know your thoughts and feedback about your experiences on www.navug.com. We are always looking to improve the content and performance of the site and will continue to share additional updates.

NAVUG 34 | NAVUG Magazine

NAME THAT PHOTO

CONTEST

These NAVUG™ Members were on a mission at NAVUG Summit 2015. What do you think they were contemplating as they headed to their next session?

Q1 CONTEST WINNER: Sara Silver of Silverware, Inc “That would be Mark Brummel, Dave Studebaker, and Miryam Peterson of Clothworks enjoying Studebakers book ‘Programming Microsoft Dynamics NAV 2015’!”

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

Q2 2016 | 35

N G U V A N U AV NAV N G N UG VU A G U A G AV NA G N UG VU AV NA N U VU AV NA G N UG VU G G AV N G N UG VU AV NA U AV AV N G N UG VU U G A N A N G UG VU AV NA G VU AVU NAV NA G N UG VU N G G U V A N U AVU NAV NA G N UG VU AV G V A N G U G VU NA N G N UG VU AV NA G VU AVU A NA G N UG AV NA G N G VU V A N U V A N G U G VU N G UG VU AV NA N G AV N G U V A U AV NA N G UG VU N G N UG VU AV NA N A G U V A G VU AVU NAV NA G N UG V N G G U VU A N A N A N U VU AV A G N G VU G N G V

VAR Partner Solution Showcase

COMPANY Silverware, Inc. INTERVIEWEE Sara Silver, President PHONE 480-423-8324 EMAIL Sara@silverw.com WEBSITE www.silverw.com HEADQUARTERS Phoenix, Arizona VAR PARTNER MEMBER SINCE 2014 INTERESTING FACT Silverware specializes in fashion and apparel industry.

NAVUG: When and how did Silverware get its start?

Sara Silver (SS): I started the company in the late ’80s before ERP was even an acronym, and it came about it by accident, really. I used to help people out with their computers and started to represent an accounting system that came with the full dBase source code. With that, I developed a small client base and slowly grew a company, changing the software to fit the way the clients wanted to do business. I added employees in the early ’90s, including my husband, Bob. Eventually our source code system was clearly becoming obsolete. One look at Microsoft Dynamics NAV (then Navision), and we were hooked; I loved the concept of a modifiable solution that out of the box could cover 80 to 90 percent of my clients’ needs. Microsoft Dynamics NAV was a perfect fit for our business model, and we’ve been delivering Microsoft Dynamics NAV solutions for more than eight years.

NAVUG: Tell us about your acquisition of Gilbert & Associates.

SS: I have been good friends with Hub Gilbert for years, and his company also supported the old dBase solution. We’ve collaborated over the years and brought on Microsoft Dynamics NAV around the same time.

We acquired Gilbert & Associates a year ago, and Hub is still on board with us. It’s been a wonderful synergy and allowed us to grow our company to 24 employees and expand to two offices. The whole is greater than the sum of its pieces, and the entire experience has been positive for everyone involved. Our employees benefit from more knowledge sharing, and our clients benefit from a deeper bench with more expertise and enhanced support.

NAVUG: Where are your offices?

SS: We have offices in Phoenix and Seattle. We’re a bit different than most companies in that we require employees to work at the office. There is such a tremendous amount to be gained from people working in one space. We learn so much

36 | NAVUG Magazine

from each other. It also ensures comradery is intact and creates a great company culture because everyone knows each other and sees each other every day. I think that’s one thing that sets us apart.

The synergy of people working together is what makes us better for our clients.

NAVUG: What other products and services do you offer?

SS: We also offer cloud-based accounting with Intacct, which is purely financials and not competitive to Microsoft Dynamics NAV. We did not want to compete with ourselves, and it’s clear to us which should be offered to our Customers from the get-go.

NAVUG: You also have a vertical niche. Tell us more.

SS: We brought a tremendous product called TRIMIT on board about 18 months ago; it allows us to focus on fashion and apparel and outdoor industries. We recently completed our first implementation of TRIMIT and Microsoft Dynamics NAV, and it’s been wildly successful.

NAVUG: How do TRIMIT and Microsoft Dynamics NAV make the perfect solution for the fashion and apparel industry?

SS: The TRIMIT add-on has a lot of functionality for matrix order entry. TRIMIT adds configuration of products so you’re able to choose options beyond just color and size, such as embroidering logos or hemming pants. The number of options for retailers is endless.

With Microsoft Dynamics NAV and TRIMIT, you can track the entire product life cycle to manage design of the product and samples before it goes to market.

There is also a very helpful workflow built into TRIMIT with triggers and updates so you can see where orders are and what process they’re going through with checks and balances along the way.

We ultimately found TRIMIT to be engineered really well, and it’s a great fit for us. We’re looking forward to doing more in that space as we have never had a vertical focus until now.

“I can’t express my gratitude for your help and for the depth of our partnership that every one of you gives absolutely everything to see our team succeed. Speechless. THANK YOU!” Guy Lacey, operations manager at Salon Services NW

NAVUG: What else do you have planned for 2016?

SS: We’ll really be pushing the move to Microsoft Dynamics NAV 2016 for those that are on prior versions, and we’ll be doing more Office 365 integration as well.

I think the next level of ERP is CRM integration. Customers have swallowed the ERP pill and are now ready to do more with CRM and their websites. That’s where things are headed: Automation and integration, and that’s where we’ll be.

NAVUG: What do your Customers think about Microsoft Dynamics NAV 2016?

SS: There is a lot of new functionality that is very exciting, such as new workflows and revenue recognition for subscription billing or recurring invoices. There are lots of configurable goodies, and Microsoft is really improving the role-tailored platform.

NAVUG: What do you like most about the NAVUG community?

SS: I love NAVUG Summit and think it’s the greatest conference. I’m encouraging all of our Customers to go. NAVUG in general is just a wonderful resource for end Users.

I’m always impressed by the knowledge of Users when they teach, and I’m proud of them for taking the software and making it their own.

NAVUG: Any final thoughts to share about Silverware?

SS: Our main foundation is “Customer for life”. We believe in the relationship with our Customers and work hard to deliver projects by standing by our promises and managing expectations and scope to give them the best experience with Microsoft Dynamics NAV. Our very first Customer has been with us since 1988. Long-term relationships with our Customers and employees is what it’s all about. NAVUG Q2 2016 | 37

N G U V A N U AV NAV N G N UG VU A G U A G AV NA G N UG VU AV NA N U VU AV NA G N UG VU G G AV N G N UG VU AV NA U AV AV N G N UG VU N G N UG U AV A N A G U V A G VU AVU NAV NA G N UG VU N G G U VU AV NA N A U VU AV NA G N G U V G G U V A N G VU NA N G N UG VU AV NA G VU AVU A NA G N UG AV NA G N G VU V A N U V A N G UG VU N G UG VU AV NA N G AV N G U V A U AV NA N G UG VU N G N UG VU AV NA N A G U V A G VU AVU NAV NA G N UG V N G G U VU A NA N A U VU AV NA G N G VU G N G V

ITâ&#x20AC;&#x2122;S THE

TRAINING, TIPS, AND TRICKS

LITTLE THINGS

feature

38 | NAVUG Magazine

story by Carol Cintron, Dynamics West, NAVUGâ&#x201E;˘ Partner Member

I

n training clients over the past 18 years on what we like to call â&#x20AC;&#x153;NAV 101â&#x20AC;?, it has become apparent there are some basic items that should be addressed with every implementation, upgrade, or even new employee training.

Under the â&#x20AC;&#x153;You Should Know Thisâ&#x20AC;? Category

Âť Terminology. The importance of understanding new terminology is vital to good communication and eďŹ&#x192;cient results. As an example, Microsoft Dynamics NAV has not had a â&#x20AC;&#x153;tool barâ&#x20AC;? for several versions now. To keep in alignment with other Microsoft products, it is now referred to as the Ribbon.

Keep your ears open for new terminology. Âť Get familiar with your current Ribbon, Navigation Pane, and Pages, BEFORE you begin personalizing.

However, keep in mind, personalizing your work area will make your work more eďŹ&#x192;cient by not cluttering your work area with unnecessary menu items, icons, and the like, so donâ&#x20AC;&#x2122;t wait too long. Âť Have no fear. The rule of thumb that I attempt to instill in each trainee is if Microsoft Dynamics NAV allows you to do something, it will allow you to undo it.

Under the â&#x20AC;&#x153;Well Iâ&#x20AC;&#x2122;ll Be Darnedâ&#x20AC;? Category Âť Within any entry ďŹ eld that has a quantity or dollar amount, you can perform all basic math functions:

Add, Subtract, Multiply, and Divide. You can also get more advanced and use brackets for ordinal calculations. This can be performed in Sales Orders, Invoices, Quotes; Purchase Orders, Invoices, and Quotes; and General, Recurring, Payments, and Inventory Journals.

The above list is just a sample of where this can be used.

Note: Operators are: + (add), - (subtract), / (divide), and * (multiply) Try this as an experiment:

t 1MBDF ZPVS DVSTPS JO UIF RVBOUJUZ PS BNPVOU mFME

t 5ZQF JO B OVNCFS

t ÍłFO BEE BO PQFSBUPS

t &OUFS ZPVS TFDPOE OVNCFS

t 5BC PS &OUFS

t :PVS SFTVMU The number remaining will be the result. You may also add a combination of any operators.

(X + Y)/Z or, A + B + C + â&#x20AC;Ś This is especially useful, for example, in calculating a Unit Price based on a Unit Cost with a markup percentage.

Under the â&#x20AC;&#x153;Silly But Trueâ&#x20AC;? Category Âť On occasion when you are sorting on ďŹ elds you forget, and need to page down or up to determine if the order is ascending or descending, the quick and easy way to tell is by which way the Sort button

is pointing. V Note the top of the button is smaller; therefore, the sort is ascending or going from smallest to largest or oldest to newest. The same is true in reverse, descending or largest to smallest or newest to oldest. W Âť With so many variables on screen resolution, dual screen usage (and plain old aging), sometimes seeing the Icons on your Ribbon can be diďŹ&#x192;cult.

You can change an Iconâ&#x20AC;&#x2122;s size (room permitting). t 0O UIF 3JCCPO SJHIU DMJDL BOE select Customize Ribbon t 1MBDF ZPVS DVSTPS JO UIF DPMVNO o Show actions in this order t -PDBUF BOE QMBDF ZPVS DVSTPS PO UIF Icon you want to change t 0O UIF .FOV BDUJPOT MJTUFE PO UIF right â&#x20AC;&#x201C; Click on Default Icon Size t 6TF UIF ESJMM EPXO BSSPX UP TFMFDU from â&#x20AC;&#x201C; Default, Small, Large t $MJDL 0, The Icon will have changed to the new size. Âť Does your print preview window sometimes disappear behind the page?

This is because the â&#x20AC;&#x153;Linksâ&#x20AC;? FactBox is an active control, always ready to receive a message, so at the moment you ďŹ nish printing, it re-activates and forces the page to the front, hiding your preview window. To prevent this from happening, you have to remove the Links FactBox from the page, not just minimize it. If you are using Zetadocs, this will do the same thing. Âť Have a long report to run, but you donâ&#x20AC;&#x2122;t want it to take up room on your monitor? Send it to the scheduler and forget it. If you donâ&#x20AC;&#x2122;t put in a scheduled start time, it will start right away, and the report will show up in your report inbox when itâ&#x20AC;&#x2122;s ready.

and provide very diďŹ&#x20AC;erent ways of doing things, not to mention the many improvements made in every new release. t "MTP JNQPSUBOU JG ZPV BSF BTLJOH BCPVU BO BEE PO QSPEVDU XIP UIF TVQQMJFS PG UIBU product is. For example, asking a question about EDI processing will invite responses relevant to half a dozen diďŹ&#x20AC;erent suppliers. t 8IFSF ZPV NBZ BMSFBEZ IBWF MPPLFE GPS UIF BOTXFS 0O POF IBOE JU XJMM TBWF ZPV GSPN being told to look somewhere youâ&#x20AC;&#x2122;ve already looked, and on the other, it will help the User giving you advice to avoid giving you too much or too little information. NAVUG Carol Cintron is the chief training oďŹ&#x192;cer for Dynamics West. Carol can be reached at Ccintron@ dynamicswest.com.

Under the â&#x20AC;&#x153;Help Us Help Youâ&#x20AC;? Category Âť When posting a question in the NAVUG User Forum (which we do watch on a regular basis), it will really help those who are trying to help you if you include a few very important things: t 'JSTU BOE GPSFNPTU XIBU WFSTJPO PG Microsoft Dynamics NAV/Navision you are on. The Classic and Role Tailored client work very diďŹ&#x20AC;erently

Q2 2016 | 39

industry showcase

Agriculture, Forestry, and Fishing Cultivating Quality Near and FAr

W

hether it’s at a greenhouse in California or on family farms in Denmark, these NAVUG™ Members cultivate the best quality products for our tables, our gardens, and even our beer mugs. Each and every one of the companies below gives the agriculture, forestry, and fishing industry a good name.

FOWLER PACKING COMPANY, INC. Fresno, California Fowler Packing is one of the largest shippers in the fresh produce business, handling more than seven million boxes of stone fruit and table grapes and 15 million boxes of citrus per year.

40 | NAVUG Magazine

SUN GRO HORTICULTURE Agawam, Massachusetts Over the last 80 years, Sun Gro® Horticulture has become the leading supplier of superior quality peat moss and peat- and barkbased horticultural growing products to North America, serving both professional and retail markets.

BARKLEY AG ENTERPRISES Yuma, Arizona Barkley Ag Enterprises is involved in cereal grain development, merchandising and commodity marketing, production agriculture, salad processing, and land development. Core business activities of the five affiliated operating companies include contracting for production of IP-controlled grains, contract settlements, grain and seed storage and distribution, contract custom growing of vegetables and fruits, just-intime leafy greens processing (iceberg, romaine, cabbage, and spinach) for distributors and retailers, and finally, land development and newhome construction.

SEGES P/S Denmark SEGES offers solutions for the agriculture and food sector of the future.

Their prime objective is to identify the commercial potential in agriculture to provide Danish farmers and horticulturalists with the best tools for running their businesses more profitably and in the way that takes account of the environment and animal welfare.

JOSEPH GALLO FARMS Atwater, California A family farm since 1946, Joseph Gallo Farms crafts the highest quality natural products using sustainable practices. Over the years they have grown to include their own cows and line of premium 100 percent allnatural cheese.

ROCKET FARMS Half Moon Bay, California Rocket Farms is the third largest wholesale greenhouse grower in the country and second largest in California.

They grow and supply unique high-quality indoor potted blooming and foliage plants and a full range of edible herbs, fruits, and vegetables.

FARMERS UNION INDUSTRIES, LLC Redwood Falls, Minnesota Farmers Union Industries, LLC is a company of farmers, for farmers. And if you know anything about farmers, you know they don’t leave anything to waste.

That’s pretty much what this whole organization is based on: Taking what one person can’t use and turning it into something someone can.

LA CROSSE SEED La Crosse, Wisconsin La Crosse Seed is a recognized leader in forage, pasture, cover crop and turf seed, and related products for the agriculture, turf, and landscaping industries.

WORLD WIDE SIRES, LTD. Visalia, California World Wide Sires, Ltd. is the world’s leading cattle genetics marketing organization representing the majority of the U.S. Artificial Insemination Cooperatives.

HOPSTEINER Yakima, Washington Hopsteiner has built a reputation as a leading supplier of the highest quality beer hops for more than 170 years.

They supply craft beer brewers worldwide with the highest quality, freshest beer hops, offering them a fullrange of hop products.

RIVER POINT FARMS, LLC Hermiston, Oregon River Point Farms is a leading supplier of onions, having set the standard for growing, storage, packaging, and fresh-cut processing systems.

SKAGIT GARDENS, INC. Mount Vernon, Washington Skagit Gardens, Inc. is a wholesale greenhouse company located in the agricultural Skagit Valley, midway between Seattle, Washington and Vancouver, British Columbia.

The company offers a comprehensive selection of top-quality annuals and perennials to premium growers, independent garden centers, nurseries, and landscapers throughout North America.

BEJO SEEDS, INC. Oceano, California Bejo is one of the leading companies in breeding, production, processing, and sale of premium quality vegetable seeds, and their experience in the seed sector spans more than 100 years.

Their assortment includes more than 1,000 different varieties, representing some 50 crops.

Q2 2016 | 41

topic on

2

1

3

...with NAVUG Members

NAVUG™ reached out to Members on the NAVUG Open Forum to find out their favorite Microsoft tools, as well as how they help them most in their business or personal lives.

1

Ramin Marghi, CPA, CGA NAV Finance Consultant | Catapult

At the risk of sounding dramatic, I think it’s safe to say that Microsoft Excel is – by orders of magnitude – one of the most incredible applications of human ingenuity, occupying a nice, warm seat right next to the Polio vaccine, space travel, and those little clips that you put on bags of cereal to prevent your Lucky Charms from going stale.

Microsoft Excel, when considered as a tool, can do so much more than just create lists and add cell values; it is used to perform statistical and scenario analysis, reporting and data pivoting, automation, intermediate databasing and cataloging, and even as a canvas for artwork! I use it for everything at work and at home, from budgeting to quick numeric reconciliation to robust list creating to data cleansing. I can’t count() the number of times that having a strong understanding of Excel came into play to not only simplify my work, but also in some ways advance my career!

Somehow this simple software has grown to functionally become both the back-of-the-napkin drawing board as well as the de facto standard for powerful and visual data analysis. #ExcelLove 42 | NAVUG Magazine

2

Holly Kutil IT Coordinator | American Ring

OneNote is my favorite Microsoft tool. I was a Franklin Planner girl and still have my last one from the early ’90s on the shelf; just can’t throw it away. OneNote has become my cyber planner; I use it for everything. I have pages for my children: Married with children, one in college, and one in high school, and they can access their section from anywhere, and we can share information and files. I have a section for work with meetings, department information, and task lists. I even have a NAVUG section with all the posts, blogs, trainings, and meetings I am involved in with NAVUG. I love that it syncs to my Outlook, Excel, Word, and files on my computer at home, work, and my phone. If that was not enough, it now syncs and is integrated with Microsoft Dynamics NAV! If you are a planner/organizer person, OneNote is for you.

Just sayin’…

3

Laura Power Finance Director | Derry Township Municipal Authority

My favorite Microsoft tool is the Snipping Tool, and most people don’t know that it is included in your Windows operating system.

Go to Programs on your computer, type Snipping Tool, and add it to your task bar, then try it out.

It allows you to take a snapshot of your computer screen to copy or save, and you can use it almost anywhere. I use it to make screenshots for procedure manuals, send error messages to our support Partners, or just to include snapshots in OneNote.

Try it out and see if you don’t agree that it is a very valuable tool.

Have fun with it.

NAVUG

When did we hire Homer Simpson?

Why is he creating POâ&#x20AC;&#x2122;s and changing data inside SQL?

Canâ&#x20AC;&#x2122;t get the data you need easily out of Change Log?

Learn about Fastpath Audit Trail www.gofastpath.com/FindTheTrail sales@gofastpath.com

Congratulations to Shawn Kurko of Columbus Vegetable Oils for winning the Q1 2016

Academy

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

Agriculture

™

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

Bingo Chapter Sponsors

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

Clean Up Your Inbox Act

B E R K E Y B O A R D S H O R T C U T S S U M M I

I Z E T O O L C M I C R O S O F T D Y U E V L I S

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

G G K R O Y W E N C N A E P O R U E E T I A O O V

T R V D S K L A C C L E A N U P R S U M M C V B A

N E A Y H E A N O S H O R T C S P O I N T A E B N

44 | NAVUG Magazine

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

O E T A R S I P G R S D L O V S O R Y R R E K E C

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

E R G M S Y I O T R O H S D R A O B Y E K Y I P M

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

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

T E O S G V D I S R A R N E W Y O M R K I O R D Y

N S I N N O I N S E G O T O O L B U S E M S A O D

A S N A G L E B M T R T A C A E D E M Y M N C M T

V E T N O U R O E P I C P A R T N E R S U O D I F

L R I V C N K X M A C I R S N T R A P S S P L C O

A B S E N W S A B H U V W I L D C A R D U S I R S

T G P U A E E C E C S R E E T N U L O V G C W O O

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

G O N O P V M I C R O S O F T D Y N A M I C N F C

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

D U R I N E S I L V E R W A R E B O X A C T B I M

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

A C A D E O A G R I N E S K R E I D R O T C I V C

Digital Vantage Point European Congress Focus Kerry Rosvold Keyboard Shortcuts Members Microsoft Dynamics NAV Microsoft Tools New York Overview Partners Re-energize Robb Delprado SharePoint Silverware Summit Users Victor Dierksen Volunteers Wildcards

FROM THE NAVUG SUMMIT 2015 VAULT:

Power Pivots, Views, and Query

M

icrosoft Excel® is one of the top reporting tools used in today’s business world, so it’s crucial to stay up to speed on what it can be used for, especially when it comes to your business intelligence.

Noah Kluge, senior manager of BI practice at Armanino LLP, presented a “powerful” presentation at the last Summit to help Users make the most of Excel by using Power Pivot, Power View, and Power Query.

First and foremost, definitions are in order: » What is a Power Pivot? Power Pivot allows the creation of a monster cube/report within Excel. It collects information from disparate data sources and types with its own calculation language called data analysis expressions (DAX). » What is a Power View? Available in Microsoft Excel 2013 Professional, Power View is a data visualization tool. » What is a Power Query? Power Query is the ability to bring data from many different sources, such as publicly available information from Facebook, stock info, etc. into a similar format (e.g. number of columns) and append sources.

Power Query accesses structured SQL and has limited additional benefit over Power Pivot directly.

The benefits of these tools are that they make data and information quick and easy to access, it’s within the familiar Excel interface, and it’s readily available and free for those with the right version of Microsoft Excel. However, they should not replace a data warehouse system, an extract, transform, load (ETL) tool such as SQL Integration Services (SSIS), or production OLAP cubes.

Before you jump into using these tools, take some of these considerations into account: » It requires understanding of the underlying data model. » There is limited ability to apply business rules to data. » You may not have access to virtual company support or multi-company support. » It involves learning new calculation language. » There is no support for hierarchies/ ordering (this is resolved with SQL 2012).

NAVUG

Make for Powerful Excel!

Q2 2016 | 45

N G U V A N U AV NAV N G N UG VU A G U A G AV NA G N UG VU AV NA N U VU AV NA G N UG VU G G AV N G N UG VU AV NA U AV AV N G N UG VU U G A N A N G UG VU AV NA G VU AVU NAV NA G N UG VU N G G U V A N U AVU NAV NA G N UG VU AV G V A N G U G VU NA N G N UG VU AV NA G VU AVU A NA G N UG AV NA G N G VU V A N U V A N G U G VU N G UG VU AV NA N G AV N G U V A U AV NA N G UG VU N G N UG VU AV NA N A G U V A G VU AVU NAV NA G N UG V N G G U VU A N A N A N U VU AV A G N G VU G N G V

ISV Partner Solution Showcase

COMPANY Digital Vantage Point INTERVIEWEE Michael Kulik, President and Owner WEBSITE www.dvp.net HEADQUARTERS Markham, Ontario, Canada PHONE 905-415-8455 EMAIL Mkulik@dvp.net ESTABLISHED 1997 ISV PARTNER MEMBER SINCE 2015 ABOUT DIGITAL VANTAGE POINT Digital Vantage Point creates an extension of the Microsoft Dynamics NAV environment for e-commerce needs. Their solution fits Customers’ existing Microsoft Dynamics NAV technology, amplifying the benefits of a seamlessly integrated solution.

46 | NAVUG Magazine

NAVUG™: What got you into the world of e-commerce 18+ years ago?

Michael Kulik (MK): It was a natural evolution of my interests to get into e-commerce right out of university. I started out on my own in 1997 with an office that had five rooms. Slowly but surely, I filled them all with employees. In those early years, we didn’t focus on Microsoft Dynamics NAV. We were hard-core e-commerce with companies like Sony, Canada Post, and Honda.

NAVUG: When did Microsoft Dynamics NAV come into play?

MK: We were approached in 2000 by a colleague that was a substantial Navision (now Microsoft Dynamics NAV) player; he was the president of Navision Canada before Microsoft bought it. He pointed out a considerable gap in the market, and there didn’t seem to be a lot of people that could provide e-commerce around Navision. We quickly got involved in that world with a product called Commerce Portal and became the go-to Partner for that solution.

Commerce Portal was a very limited solution, so we were encouraged by Microsoft to explore creating a better solution in the 2001 to 2002 timeframe. That is when NAV-to-Net™, our flagship product, was born.

Not long after that, Microsoft discontinued Commerce Portal and were a great Partner to us, proactively inviting us to software planning and Partner advisory board-type meetings. We were also the prototype Partner for the CFMD program when that began.

NAVUG: Tell us more about NAV-to-Net. MK: We have a few other ancillary products in addition to NAV-to-Net, but that has been our main focus for 10 to 12 years. It’s an e-commerce

platform built exclusively for Microsoft Dynamics NAV and managed entirely in Microsoft Dynamics NAV as well. Every element has a management mechanism in Microsoft Dynamics NAV. NAVUG: How would you say that sets you apart from other e-commerce providers?

MK: Our main mission is to make e-commerce work within Microsoft Dynamics NAV. We didn’t want to create a black-box solution that hooks up to everything or integrates with a number of other third-party products. Our claim to fame is our familiarity with Microsoft Dynamics NAV and how it works at every level. So if Customers have customizations, we have the skills to look at their code and workflow and really understand what they’re trying to do.

In NAV-to-Net, Microsoft Dynamics NAV is also the master of the data. Whatever the website does, it’s important that Microsoft Dynamics NAV can achieve that same process. To ensure it’s all seamless, we won’t create pricing, discounts, or business flow that aren’t already in Microsoft Dynamics NAV. NAVUG: What made you decide to put all your eggs in the Microsoft Dynamics NAV basket?

MK: Technologically speaking, the Microsoft Dynamics NAV community is really exciting to us. Microsoft Dynamics NAV as a financial ERP system is interesting because, in my opinion, most companies that choose it, do so because of its flexibility, and it can reflect that Customer’s business intellectual property. Many companies choose Microsoft Dynamics NAV because it can be customized and encouraged to do things that other ERPs cannot do. Business leaders that believe they are unique can get Microsoft Dynamics NAV to reflect that uniqueness right within the system.

“In terms of project management, Digital Vantage Point really understood all the risks involved and helped us sidestep a lot of common issues like going over budget and delays. I’ve yet to see an IT project that comes under budget, full stop. This came as close to the line as I’ve ever seen.”

Anthony Towers, Commercial Director, Kiowa Ltd.

Microsoft Dynamics NAV is not just cookie cutter solution building; it gets us into the exciting space of learning how companies are special.

The second reason is because we felt it was possible to become the best in the world at what we do. We didn’t seek to make broad promises. We wanted to narrow our focus, and Microsoft Dynamics NAV is sophisticated and cooperative enough where we could work with our Partners to be the best in the world.

NAVUG: What unique requests are your Customers asking for in terms of e-commerce needs, and how do you see that changing or staying the same moving forward?

MK: In our industry, it’s very difficult to just put a pin in our solution.

We can’t stop and ride this version. Too many pieces constantly evolve.

Recently, that’s been driven by a few factors… » Responsive design has been requested over the past couple of years and is now becoming a requirement. This is where NAVto-Net changes its presentation based on the User’s interface. » Performance is always a huge factor, and I don’t see that ever changing. People want information faster and faster these days, so the speed of a website is crucial. » Also big are product configurators that help consumers build what they’re shopping for online, such as a car, furniture, or even clothes. The color, size, and amenities are built into the configurator so consumers can customize their purchase. This has previously been a challenge for us to provide, but in the newer versions of Microsoft Dynamics NAV, we can proudly say it’s possible and are very excited about providing that interface within NAV-to-Net. » Companies want more control these days, too. Historically, we would meet with the marketing team and create the website for our Customers, but now they have more skill and want to do it on their own. We spent a lot of time moving User interface-type elements into the style sheets of the website, giving our clients flexibility to make changes without having to contact us.

NAVUG: How does Microsoft Dynamics NAV 2016 affect your offerings?

MK: We’re especially excited about 2016 because of the attention to extensions and events.

From very early on as Microsoft Dynamics NAV developers, we’ve tried to avoid having NAV-To-Net be too invasive by minimizing the touchpoints where it hooked into the core Microsoft Dynamics NAV code. The main reason we do that is because you don’t want an add-in to affect Microsoft Dynamics NAV, so we constantly looked for opportunities to reduce our footprint. Extensions in Microsoft Dynamics NAV 2016 help us isolate code units, tables, and field labels in a more contemporary and current way. The Microsoft Dynamics NAV folks are doing brilliant things with this technology.

Events in Microsoft Dynamics NAV 2016 makes it possible to reduce that footprint even more. We can listen for a certain event and act independently on the occurrence in our own code. It’s exciting to see this evolution in Microsoft Dynamics NAV and creates a huge opportunity for ISVs to work more effectively in Microsoft Dynamics NAV. NAVUG: What do you like most about the Microsoft Dynamics NAV community?

MK: It tends to be composed of people who see Microsoft Dynamics NAV as a way of implementing exciting business intellectual property.

I don’t mean inventions, but rather someone who has a concept or workflow and sees Microsoft Dynamics NAV as a great way to achieve those dreams.

The community is also broadly varied, from technically experienced people and people who are more focused on their business, not necessarily the technical side of it. That creates an interesting and broad range of Customers we get to work with. Partners in Microsoft Dynamics NAV tend to be brilliant, generous, patient, passionate, and very aware of their business. It’s all-around a really engaged, welcoming, and positive community. It’s tight-knit enough that we’re all in it together.

I think all of the above is what makes NAVUG so great as well.

Users like to share and exchange information and ideas, and I’m not so sure that happens in other User communities.

NAVUG

Q2 2016 | 47

T

48 | NAVUG Magazine

N G UG VU AV NA N G UG VU AV NA G N G U VU U AV NAV N G N UG VU AV NA N G UG VU AV NA G N G U A G U VU AV NA N G U V A G N G U V A N G U V VU AV NA G N UG VU AV NA N G N UG VU AV NA N G G UG VU AV NA G N UG VU AV A N G N UG VU AV NA V U G A AV N U V A N G G U V A N G U U AV NA N G UG VU AV NA N G U VU AV NA G N N G N UG VU AV NA N G UG VU AV NA G N G UG VU AV A N G U V A N G U V A N G U V A N G UG VU AV NA N G U V AV N N G UG VU AV NA N G UG VU AV NA G N UG UG AVU AV N U V A N G U V A N N G G UG AVU AV NA G N UG VU AV NA N G N UG VU AV NA N G U V A N G UG VU AV A N G U V U AV NAV N G N UG VU AV NA N G UG VU AV NA G N G U A G U VU AV NA N G U V A G N G U V A N G U VU AV NA G N UG VU AV NA N G N UG VU AV NA N G U G G UG VU AV NA N G VU AV A N G N UG VU AV N AV N G U V A N G UG VU AV A N G U U AV NA N G UG VU AV NA N G U VU AV NA G N G N UG VU AV NA N G UG VU AV NA G N G UG VU A G U V A N G U V A N G G VU AVU NAV NA G N UG VU AV NA N G UG VU AV NA N G G U VU AV NA G N UG VU AV NA N G UG VU N A G U N A V U VU AV NA N G U V A N G G U V A N G G U V A N G UG VU AV NA N G UG VU AV VU NA NA G N UG VU AV NA N G UG VU AV NA N G V U N A V G U V A N G G U V A N G UG VU AV NA AV NA G N UG VU AV NA N G UG VU AV NA N G UG U VU AV NA G N UG VU AV NA N G UG VU AV NA N G U V A N U V N G AV N G N UG VU AV NA N G UG VU AV NA G N G UG U AV A N G UG VU AV NA N G U VU AV NA G U V N G U VU AV NA N G U V A N G

TRENDING TOPICS

he NAVUG™ Open Forum is a great part of the NAVUG website for sharing best practices, tips and tricks,

and general knowledge with others. It’s also a place to post questions and get answers from other Microsoft

Dynamics NAV Users. The NAVUG online community has over 6,600 discussion posts.

Below are two recent topics that garnered much discussion. Check them out and then take a moment to share your

opinion, answer someone’s question, and/or post your own question (or quick tip that helps you be more efficient).

Product Group Code

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

Emailing Sales Invoices

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Table of Contents Industry.......................Page 50 Horizontal....................Page 53 Services.......................Page 59

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 Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI In-house control, collaborative, or outsourced. Total solution, AS2, and VAN for lower cost of ownership. Seamless simplicity EDI designed specifically for NAV. More documents and users than any other NAV provider.

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.

Chemicals

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

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment.

Best of breed built inside NAV replacing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.

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

Cross Industry Solution

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.

Construction

IPM Global Pty Ltd http://www.ipmglobal.net â&#x20AC;˘ 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors.

Incorporating Comprehensive Contract and Cost Control.

Consumer Packaged Goods

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

Axapta

Great Plains

50 | NAVUG Magazine

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 Cloud AP Invoice, Requisition, PO, Contract & Expense Reporting Solution One spend management platform for generating savings from any device.

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

Business Systems Integrators

Business Systems Integrators

KEY:

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.

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

Navision

Solomon

CALUMO, Inc. http://www.calumo.com â&#x20AC;˘ 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

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

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.

Higher Logic http://www.higherlogic.com â&#x20AC;˘ 202-360-4402 Higher Logic The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Customer Relationship Management

Retail Management System

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.solverglobal.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.

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.

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.

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

Business Systems Integrators http://www.BusinessSysInteg.com â&#x20AC;˘ 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

COGEP Inc. http://www.cogep.com â&#x20AC;˘ 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Point of Sale

Government Contracting Horizons International

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance.

Best of Breed built inside NAV. More than 110,000+ users worldwide.

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.

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.

IPM Global Pty Ltd http://www.ipmglobal.net â&#x20AC;˘ 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors.

Incorporating Comprehensive Contract and Cost Control.

Healthcare DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.

http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Requisition, approval, budget checking and integration to Binary Stream for Materials Management.

High Tech and Electronics 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.

AssureSign LLC Vicinity Manufacturing

WithoutWire www.withoutwire.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI.

KEY:

Axapta

Great Plains

COGEP Inc. http://www.cogep.com â&#x20AC;˘ 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Paramount Technologies

Insurance

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.

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

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

Maintenance Management

COGEP Inc. http://www.cogep.com â&#x20AC;˘ 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

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

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

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

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as components or finished goods. Gain control.

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.

WithoutWire www.withoutwire.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI.

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

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

Oil and Gas

IPM Global Pty Ltd http://www.ipmglobal.net â&#x20AC;˘ 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors.

Incorporating Comprehensive Contract and Cost Control.

Metafile Information Systems, Inc.

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

Pharmaceuticals 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.

Customer Relationship Management

Retail Management System

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

Point of Sale

Q2 2016 | 51

INDUSTRY

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

Sana Commerce http://www.sana-commerce.com â&#x20AC;˘ 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.

INDUSTRY

Horizons International

Software

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

Professional Services Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Retail

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.

KEY:

Axapta

Great Plains

52 | NAVUG Magazine

Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Tasklet Factory http://www.taskletfactory.com â&#x20AC;˘ +45 96 354 500 Mobile WMS for Microsoft Dynamics AX/NAV Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offline mode that integrates with standard Microsoft Dynamics AX/NAV.

Warehouse Management

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

Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE WarehousingŠ Flexibility from basic to advanced functionality. Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration.

Navision

Solomon

Sana Commerce http://www.sana-commerce.com â&#x20AC;˘ 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.

Wholesale Trade: Non-Durable Goods Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance.

Best of Breed built inside NAV. More than 110,000+ users worldwide.

WithoutWire www.withoutwire.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.

Wholesale Trade: Durable Goods Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance.

Best of Breed built inside NAV. More than 110,000+ users worldwide.

Customer Relationship Management

Retail Management System

Point of Sale

Horizontal Analytics

Accounting Adra http://www.adra.com â&#x20AC;˘ +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cumbersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with BALANCER. Adra http://www.adra.com/ â&#x20AC;˘ +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes.

It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.

Adra http://www.adra.com â&#x20AC;˘ +44 207 868 5171 ACCOUNTSTM Transaction Matching Software ACCOUNTS is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.

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

Affordable Care Act Integrity Data http://www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Asset Maintenance/MRO /EAM

COGEP Inc. http://www.cogep.com â&#x20AC;˘ 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

Automation

Adra http://www.adra.com â&#x20AC;˘ +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cumbersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with BALANCER.

Adra http://www.adra.com/ â&#x20AC;˘ +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes.

It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.

Adra http://www.adra.com â&#x20AC;˘ +44 207 868 5171 ACCOUNTSTM Transaction Matching Software ACCOUNTS is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.

BlackLine https://www.blackline.com/financecontrols-and-automation â&#x20AC;˘ 818-223-9008 NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.

KEY:

Axapta

Great Plains

Navision

Solomon

Budgeting

DataSelf http://www.dataself.com â&#x20AC;˘ 888-910-9802 DataSelf Analytics 5000+templates, Tableau, data drivetrain means SMB value out of the box.

deFacto Global, Inc. CALUMO, Inc. http://www.calumo.com â&#x20AC;˘ 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes Corporate Renaissance Group http://www.crgroup.com/budgeting 613-232-4295 Budgeting & Costing CRGroup provides consulting expertise and leading solutions to streamline and improve budgeting, planning and costing. (Adaptive Insights, BOARD Software, CRG Cost Allocator, CRG FlexABM). Contact us to learn more.

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.

Solver http://www.solverglobal.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.

Business Intelligence

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

Customer Relationship Management

Retail Management System

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.

Halo BI http://www.halobi.com â&#x20AC;˘ 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery.

Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com Solver http://www.solverglobal.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.

ZAP http://www.zapbi.com â&#x20AC;˘ 415-889-5740 ZAP Business Intelligence ZAP provides 'Buy, Not Build' business intelligence for organizations using Microsoft Dynamics. ZAP's Trusted Analytics ensure your company is aligned through best practice metrics that deliver real business results.

Business Process Management 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

Q2 2016 | 53

HORIZONTAL

BlackLine https://www.blackline.com/financecontrols-and-automation â&#x20AC;˘ 818-223-9008 NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.

DataSelf http://www.dataself.com â&#x20AC;˘ 888-910-9802 DataSelf Analytics 5000+templates, Tableau, data drivetrain means SMB value out of the box.

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

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

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

DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.

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

HORIZONTAL

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.

Compliance

Credit Card/Check Processing

Adra http://www.adra.com/ â&#x20AC;˘ +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes.

It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.

ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.

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

Greenshades Software

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Consumer Packaged Goods

Collaboration Platform

Higher Logic http://www.higherlogic.com â&#x20AC;˘ 202-360-4402 Higher Logic The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Customer Relationship Management eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.

Data Integration eBridge Connections

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.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment.

Best of breed built inside NAV replacing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded â&#x20AC;&#x153;not simply integratedâ&#x20AC;? throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.

Distribution

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

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance.

Best of Breed built inside NAV. More than 110,000+ users worldwide.

Document Management

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

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

DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.

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.

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

Contract/Project Management Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Cloud Contract Management for Vendors, Capital Projects and Budgeting with Requisition/ Invoice Tracking on Any Device Manage contracts/capital projects, commitments, dates & change orders.

KEY:

Axapta

Great Plains

54 | NAVUG Magazine

Navision

Solomon

Metafile Information Systems, Inc.

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.

Customer Relationship Management

Retail Management System

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.

Point of Sale

MHC Software, Inc.

EDI

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.

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

E-commerce Data Masons Software ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.

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

http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce A versatile, integrated B2B, B2C and Sales Portal eCommerce solution deployed in our PCI DSS certified cloud or on premise. Built-in CMS with SEO, responsive design, multilingual/ multicurrency.

Sana Commerce http://www.sana-commerce.com â&#x20AC;˘ 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

KEY:

Axapta

Great Plains

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.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded â&#x20AC;&#x153;not simply integratedâ&#x20AC;? throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

eBridge Connections

Electronic Signatures

http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

AssureSign LLC

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Let Lanham be your one stop for EDI. Van, maps, managed services. We wonâ&#x20AC;&#x2122;t lock you in. Full function, fair price.

Lower cost of ownership.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment.

Best of breed built inside NAV replacing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.

Lanham AssociatesÂŽ http://www.lanhamservices.com 678-999-3900 Managed EDI Services Did you know Lanham Services offers Managed EDI Services? Management of day-to-day EDI tasks & error resolution.

A true turn-key EDI solution.

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.

Navision

Solomon

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

Equipment Maintenance COGEP Inc. http://www.cogep.com â&#x20AC;˘ 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

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 is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch software, and customer portals are directly integrated with Microsoft Dynamics for maximum efficiency.

Expense Solutions Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Cloud Expense Reporting Solution with Corporate Credit Cards, Travel Approval, Receipt Capture and Mileage Calculator on Any Device Empowers employees to submit expenses on the go & stay within policy.

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 844-396-7647 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reimbursement with seamless integration to Dynamics. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!

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

Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Customer Relationship Management

Retail Management System

WithoutWire www.withoutwire.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect.

Financial Services

BlackLine https://www.blackline.com/financecontrols-and-automation â&#x20AC;˘ 818-223-9008 NEW: BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes.

Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Point of Sale

Q2 2016 | 55

HORIZONTAL

eBridge Connections

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

Electronic Document Delivery (Email)/Faxing

General Ledger

Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics.

Labeling

MHC Software, Inc.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Label Formatter Formats customized and carrier labels inside the shipping system.

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.

Manufacturing Enhancement

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

Inventory Management

HORIZONTAL

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

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as components or finished goods. Gain control.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenishment with collaboration, promotions, drill-down & multiple rollup views.

Unprecedented visibility.

Invoicing Enhancement DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 844-396-7655 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenishment with collaboration, promotions, drill-down & multiple rollup views.

Unprecedented visibility.

KEY:

Axapta

Great Plains

56 | NAVUG Magazine

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

Payables Enhancement

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.

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

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. Paramount Technologies

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 Cloud AP Invoice Solution with Document Automation, Budget Checking, GL Distributions, Intercompany, Tax Allocations, Multicurrency and 1099 One-step, paperless AP processing with approval workflow, on any device.

DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.

DynamicPoint http://www.dynamicpoint.com/ â&#x20AC;˘ 844-396-7654 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!

Navision

Solomon

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.

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.

Payroll Enhancement 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.

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution A 360° reporting & tracking engine that makes ACA compliance a non-issue with deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Customer Relationship Management

Retail Management System

Portals DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 844-396-7647 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.

Sana Commerce http://www.sana-commerce.com â&#x20AC;˘ 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.

Procurement Management Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Cloud Requisition, PO, Invoice and Contract Solution with Catalogs, cXML Punch-out and Budget Checking on Any Device Empowers employees to generate savings from any phone/tablet/laptop.

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 844-396-7653 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenishment with collaboration, promotions, drill-down & multiple rollup views.

Unprecedented visibility.

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

Point of Sale

Shipping/Manifesting 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.

Product Lifecycle Management 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.

Project Accounting

Purchase 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.

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 844-396-7652 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!

KEY:

Axapta

Great Plains

deFacto Global, Inc.

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

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.

Quality Control

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

Reconciliation Adra http://www.adra.com â&#x20AC;˘ +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software BALANCER allows you to replace cumbersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with BALANCER.

Adra http://www.adra.com â&#x20AC;˘ +44 207 868 5171 ACCOUNTSTM Transaction Matching Software ACCOUNTS is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.

Reporting

Solver http://www.solverglobal.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.

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.

Sales Tax

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

Scheduled Maintenance COGEP Inc. http://www.cogep.com â&#x20AC;˘ 418-626-2503 ext. 144 GUIDE TI Powerful and user-friendly maintenance software. Control budget and reduce maintenance and unit cost. Increase efficiency and reduce downtime.

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

Navision

Solomon

Mergetool.com http://www.mergetool.com/easysecurity.html 678-666-2100 NAV Easy Security from Mergetool.com Complete security solution for NAV. Permission Recorder, Role Builder, SOX compliant roles verified for Segregation of Duties. Field Level and Data Securityhide fields on forms and pages, filter data users can see

Customer Relationship Management

Retail Management System

ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Seamlessly simple shipping built inside NAV. Ship from sales order thru manifest.

Carriers, packing, labeling, intl, BOL, LTL. Automatic ASNs.

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

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

Halo BI http://www.halobi.com â&#x20AC;˘ 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery.

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

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance.

Best of Breed built inside NAV. More than 110,000+ users worldwide.

Tax 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

Q2 2016 | 57

HORIZONTAL

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

Paramount Technologies

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

Time and Attendance

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

HORIZONTAL

Travel Expense Management DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 844-396-7650 NEW: SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reimbursement with seamless integration to Dynamics. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!

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

Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Workflow / Notifications 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.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded â&#x20AC;&#x153;not simply integratedâ&#x20AC;? throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access.

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

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 844-396-7648 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.

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

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.

MHC Software, Inc.

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.

http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

Learn why Karen with ChargeLogic likes The List: â&#x20AC;&#x153;The List provides a fast and easy way for Microsoft Dynamics users to find the perfect solutions to fit their needs. All the leading solutions are there in one place. Having access to The List on your mobile device makes finding 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

58 | NAVUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Services Application Service Provider/Hosting

Manufacturing Implementation & Consulting

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.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason â&#x20AC;&#x201C; Guaranteed!

Azure Managed Cloud Services

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

SCS Inc. http://scsdynamics.com â&#x20AC;˘ 800-655-5284 NEW: Cost-effective Manufacturing Solutions for Microsoft Dynamics NAV Premier NAV provider in manufacturing industry 20+ years. Hundreds of successful complex manufacturing implementations. Experts in MRP/WMS/EDI.

Marketing Planning & Services Looking Glass Marketing

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason â&#x20AC;&#x201C; Guaranteed!

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.

Custom Development

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Global leader of Hosted MS Dynamics ERP & CRM Offering Private, Hybrid, and Azure managed services with world class 24/7/365 global support for LE and SMB clients. Any Time, Anywhere, Any Reason â&#x20AC;&#x201C; Guaranteed!

Business Portal Development DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 844-396-7647 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.

Cloud Computing

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

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

Managed Services RedTail Solutions http://www.redtailsolutions.com â&#x20AC;˘ 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.

Data Resolution, LLC

KEY:

Axapta

Great Plains

Navision

Solomon

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

SharePoint Development DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 844-396-7647 Exclusive Source for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Upgrades

InterDyn BMI http://www.interdynbmi.com â&#x20AC;˘ 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of innovative solutions for over 30 years.

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

Member Organizations

SCS Inc. http://scsdynamics.com â&#x20AC;˘ 800-655-5284 NEW: Cost-effective Upgrades for Microsoft Dynamics NAV Gold Partner 500+ NAV implementations & upgrades. Ask for a free quote!

Writing/Documentation Services The Partner Marketing Group

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

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.

OnDemand Trials

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.

Customer Relationship Management

Retail Management System

SERVICES

http://www.dataresolution.net â&#x20AC;˘ 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP & CRM cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 15 years.

Sales Tax Management Service

Point of Sale

Q2 2016 | 59

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