2018 H2 by Dynamic Communities, Inc

H2 2018 â&#x20AC;¢ WWW.NAVUG.COM

GETTING TO KNOW MICROSOFT DYNAMICS 365

Business Central

NEW FEATURES IN BUSINESS CENTRAL

HOW TO BRIDGE THE

ERP Training Gap

The next big thing doesnâ&#x20AC;&#x2122;t have to be overwhelming

Unless ownership can catch a clear vision of what Dynamics 365 Business Central can do for them, your attempts to discuss an upgrade may not be productive. Visit www.opendoorerp.com/tametheelephant to learn Five Things Management Needs to Hear to Green-light Dynamics 365 Business Central

contents H2 2018 www.navug.com

Tweet It! When you finish reading, share your favorite article on Twitter, #NAVUG.

H2 2018 • WWW.NAVUG.COM

GETTING TO KNOW MICROSOFT DYNAMICS 365

Business Central

NEW FEATURES IN BUSINESS CENTRAL

HOW TO BRIDGE THE

ERP Training Gap

In Every Issue 5 From the Chairwoman 7 From the General Manager 8 Events 10 Welcome to Our New Members 12 Chapter News 13 Academy Corner 19 Volunteer Corner: Andrew Riviezzo 20 Meet Your BCUG/NAVUG Peers 27 Find the Logo Contest 30 On Topic

35 41 48 49

Name That Photo Contest Word Find Webinar Speed Read The NAV List

Features Advertiser Index Absolute Value, a Lanham Company. . . . . 4 Beck Consulting . . . . . . . . . . . . . . . 6, 26 ChargeLogic . . . . . . . . . . . . . . . . . . . . 22

14 16

Hackathon Style: A New Way of Learning

Climbing the Mountain: Fresh and Powerful Desktop Experience for Business Central 23 Tips & Tricks Is Business Central Right for Your Unique Situation?

DataSelf . . . . . . . . . . . . . . . . . . . . . . . . 34

Business Central: The Ins, The Outs, The Roundabouts

Dynamic Communities’ Conferences. . . . . 9

User Member Showcase MityLite Inc.

eOne Solutions . . . . . . . . . . . . . . . . . . 40 Innovia Consulting. . . . . . . . . . . . . . . . 23 InterDyn Artis . . . . . . . . . . . . . . . . . . . . 29 Lanham Services. . . . . . . . . . . . . . . . . 60 Lanham Associates . . . . . . . . . . . . . . . 59 Open Door Technology Inc. . . . . . . . . . 2 Power Platform User Groups. . . . . . . . 45 Share the NAVUG Love . . . . . . . . . . . . 11

32 36

Getting to Know Business Central Tips & Tricks Six New Feature in Business Central

38 Partner Showcase Kofax

42 46 47

The ERP Training Gap Get Credentialed Today! Humans of BCUG/NAVUG Garth Woods H2 2018 | 3

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B / G U V C B N G U CU NA /N G UG UG CU AV /NA G V A B BC /N G/ UG VU CU BC /NA G/N UG VU G A N G U BC B G/ UG VU AV BC B G/N G VU AVU BC B C U CU NA /N G UG UG CU AV /NA G B G UG U B G A V BC B / G U V C B /N G U VU C B /N G/ C U CU NA /N G UG UG CU AV /NA G B G UG U AV NA BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU U U C A N U C NA /N G UG U C A /N G G G U V A B G BC B G/ UG VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU BC U U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N U U C A N A U C NA /N G UG U C A /N G G G U V A B G G U V BC B G/ UG VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU BC /N G/N U U A C / N G N U U C A / G U G N U C G V A U G G U V A B A N G U A BC B G/ UG VU AV BC B G/N G VU AV BC B /N G/ UG VU CU BC /N G/N UG V U U C A N A U C NA /N G UG U CU A /N G G G U V A B G G U V A B BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU C G UG CU AV NA B G G U AV A B G U C NA /N G UG U CU A /N G BC B 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Goingfrom tothethe Next Level... bcug/navug chairwoman

letter

Sherry Linares

To a New Sunrise

of new opportunities and allows us to grow into a stronger and more powerful dynamic

ecosystem.

Holly Kutil

I am always excited when I start to hear the rumblings of Microsoft’s “Next Big Thing”

in the Microsoft Dynamics community because to me this opens the door to many

new possibilities. It doesn’t matter what hat we wear in the community, each time

Microsoft expands the horizon of Dynamics solutions, it presents us with a host

365 Business Central, Microsoft has shaken things up quite a bit. I wholeheartedly agree with This year has already proven to be no different: With our rebranding to Microsoft Dynamics

Catherine Booth who said it best, “If we are to better the future we must disturb the present.”

We should be grateful that Microsoft is always willing to venture out into the future and push

the boundaries to open new doors for us all, new doors that old ways won’t. Let’s talk about the name for a minute. I know we love Microsoft Dynamics NAV, and it

took us awhile to stop saying Navision, but you must admit our beloved Dynamics NAV ERP

is the heartbeat of our companies. It is where everything we do throughout the business day

cycles in and out, from one department to another, from Customers to vendors, from shipping

to credit cards, and the list goes on and continues to grow. As such, you have to agree that

“Business Central” is a great name to take our powerhouse of an ERP into the future. As the

sun sets for Dynamics NAV, keep looking beyond the horizon because at the same time, the

sun will begin to rise with the new technology and features within Business Central. I am

celebrating the endless possibilities, and I hope you choose to join me.

rise on Business Central. The team of staff and volunteers is committed to bring you all things The Dynamics communities, especially BCUG/NAVUG, are the place to be to see the sun

Business Central. This is an important time to be part of our community; visit navug.com

frequently to get updates, stay current, attend webinars, read blogs, and register for chapter

meetings and conferences. Doing so will help prepare you for the future and for what Business

Central offers your company both on-premises and in the cloud. I encourage you to glean

what you need and share what you know.

Excitedly looking ahead,

Holly Kutil

Chairwoman, BCUG/NAVUG Board of Advisors

H2 2018 | 5

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Goingfrom to the the Next gm Level... bcug/navug

letter

Sherry Linares

Embracing Change—and Changing

Mark Rhodes

n the northern hemisphere it’s autumn (already?!?) and an annual, brilliant metamorphosis is all around us. Breezes are fresher, trees paint an incredible reallife palette for us, football has returned. In the last issue I wrote about the sweeping changes in our ecosystem and the resulting opportunities. In this issue, we’re continuing to provide you with tools and resources to understand and embrace these changes. Speaking of tools and resources, over the past year your board of advisors and the programming committee have been focused on understanding the changes facing our community. As I have said, there is an unprecedented amount of new innovations and technologies to understand, embrace, and integrate into your organization’s strategy and operations. Educating yourself is the first step, and we are working hard to equip you on this journey. No one source will be everything you need to know, but through our webinars, discussion boards, events, navug.com resource pages, this magazine, and more, we are providing insight for you to ask the right questions and have intelligent conversations with your leadership team, your Partner, and your advisors. With all this change, we’re making changes, too. We face an unprecedented workforce dynamic with a fourth generational group now entering the workforce. As younger professionals make their impact, we are constantly evaluating our Member benefits, tools, and resources to ensure we are adapting, too. We formed the “InNAVation Squad” earlier this year, composed of Members with a wide range of ages and experience, to drive creative thinking and innovation on an ongoing basis. To adapt to ever-increasing pressure of our Members for quicker answers and more efficient research, we’re pushing hard to diversify the formats and methods of consumption of our resources. You’ll see shorter webinars on the schedule, some down to 10 to 15 minutes, so you can find exactly what you’re looking for and then get back to your todo list. We’ve introduced monthly podcasts, available on SoundCloud and iTunes, to provide insightful conversations with community leaders on current topics—all ready to download for your commute. We live-streamed in May (for the first time) two sessions from our Focus event, so you could join in the learning even if you couldn’t be there in person (and they were recorded, too, and available on our YouTube channel). And right around the time you’re reading this, we’ll be unveiling our new website! It was re-designed to simplify and expedite your quest to connect, learn, and share with your community. We’re innovating our conferences as well, all around improving your ability to connect with your peers and adapt to the increasing diversity of learning modes. At Summit 2018, we’ll have several new session formats, a hackathon, facilitated ad-hoc meetups, new learning paths, and more. This is the year that you CANNOT miss (and there is still time to register; visit navug.com). Do you have an idea for improvement to share? I’d love to hear from you; let me know at Mark.rhodes@dynamiccommunities.com. In honored service of our community,

Mark Rhodes BCUG/NAVUG General Manager

H2 2018 | 7

B U CU G BC /N G/ A N BC B G/ UG VU AV U CU NA /N G UG BC B G/ G VU AV BC B U C NA /N G UG U CU BC B G/ UG VU AV BC B G/N G U CU NA /N G UG UG CU AV /NA BC B G/ G VU AV BC B /N G U VU G U C NA /N G UG U CU A /N G BC B G/ UG VU AV BC B G/N G VU AVU BC B C U CU NA /N G UG UG CU AV /NA G B G UG U BC B G/ G VU AV BC B /N G U VU C B /N G/ C / G N U U C / U A N G G U AV NA U C A N G BC B G/ UG VU AV BC G B G/N UG VU AV BC B /N G/ UG VU U U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC U U C A N U C NA /N G U U C A /N G G G U V A B G G U BC B G/ UG VU AV BC G B G/N UG VU AV BC B /N G/ UG VU CU BC /N G/N U A / N G U C N U C / G N U U CU A N G G U AV A B G G/ UG AVU AV BC G B G/ UG VU AV B G A V BC B / G U V C B /N G U V C B N / G U U C N /N G U U A U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG VU AV BC G B BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N /N G U U C U U C A N A U C NA /N G UG U CU A /N G G G U V A B G G U V A B G G UG BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N A C / G N N U U C A / G U N G U A C G A B G G UG VU AV V G U A N G U V A B G U BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B BC B G/ G VU AV BC B /N G U VU C B /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU C G UG U AV NA B G G U AV A B G G UG VU AV BC B G/ G U C NA /N G UG U CU A /N G BC B G/ UG VU AV BC B G/N G VU AVU BC BC /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N A A G U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B /N G/ VUG V BC B G/ G VU AV BC B /N G U VU C BC /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A N A G A B U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B /N G/ VUG VU C BC B G/ G VU AV BC B /N G U VU C BC /N G/ UG VU CU BC NA /N G U U C NA /N G UG U CU A N G G UG U AV NA B G G U V A B G G UG VU AV BC B G/ G VU AV BC B U C NA /N G UG U CU A /N G BC B G/ UG VU AV BC B G/N G VU AVU BC BC /N G/ UG VU CU BC /NA G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG B G A / G UG U AV NA B G G U V A B G G UG VU AV BC B / G VU V C B /N U C NA /N G UG U CU A N G BC B G/ UG VU AV BC B G/N G VU AVU BC BC /N G/ UG VU CU BC /NA G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU A B G U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/N UG VU AV BC B /N G/ VUG VU C BC /N G/ U A BC B G/ G VU AV BC B /N G U VU C BC /N G/ UG VU CU BC NA /N G U U C A /N G UG U CU A N G A B G G U V U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/N UG VU AV BC B /N G/ VUG VU C BC /N G/ UG U AV NA BC B G/ G VU AV BC B /N G U VU C B /N G/ UG VU CU BC NA /N G U U C A /N G UG U CU A N G U G C B A G V / G G N N U U G G U VU V A B G G U AV A B G G U V A B U C A /N G UG U CU A N / G U V C B / G U V C B /N BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /NA G/N UG VU CU BC NA /N G UG UG CU NA /N G UG UG CU AV /NA G B C A B U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/N UG VU AV BC B /N G/ VUG VU C BC /N G/ UG VU CU U N B B A G G A BC B / G VU V C B /N G U V C B /N / UG VU CU C N /N G U U C A /N G UG U CU A N G U U C A N A A B G G U V A B G U C NA /N G UG U C A /N G G G U V A B G G U V A B G G UG VU AV BC B / G VU V C B /N G U VU C BC BC B G/ UG VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G UG B U A G A C V / N G G U N U / B U A G A C B G V / U VU C U A N U C A N G G G U V A B G G U V A B G U V C B / G U V C B /N C N BC B G/ UG VU AV BC G B G/N UG VU AV BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G UG U A U A B G A U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B /N G/ VUG VU C BC /N G/ UG VU CU BC /NA G/N U A N BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A N G G U V U U C A N G A B G G U V A B A U C NA /N G UG U CU A /N G G G U V A B G G U V A B G G UG VU AV BC B / G VU V C B /N G U VU C BC /N G/ UG BC B G/ UG VU AV BC B G/N G VU AV BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B U A G A C V / N G G U N U / G U G VU U C B B A A G G V / V U C G N U G U / G V A B U C A N G G U V A B G U V C B / G U V C B N U C N / G U A BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G A B G A U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B /N G/ VUG VU C BC /N G/ UG VU CU BC /NA /N UG VU CU U A N G G U V A B G BC B G/ G VU AV BC B /N G U VU C B /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A N C B G G U V A B G UG U AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV C B /N G U VU C BC /N G/ UG VU CU BC U C NA /N G UG U CU A /N G BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ C B A B A G U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG VU C BC /N G/ UG VU CU BC /NA /N UG VU CU C NA G U N U N G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AVU AV BC G B G/ UG VU AV BC B G/N G AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC /N /N G U U C NA /N G UG U CU A /N U A G C / / G G U N U N B G V U C B U G A A C / V N / U U VU C BC N / A N G UG U CU A /N G G G U V A B G G/ UG VU AV BC B /N G U V C B /N G/ VUG G U A N G UG U CU A N G G U V C B V A B G G U V A B U C BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G UG U AV NA C A B A G / G N N U U CU A /N G UG UG CU AV NA B G G U AV A B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG VU C BC /N G/ UG VU CU BC /NA /N UG VU G U N N B A G G B V V U U A C C / / G G N U N U B G V U C U G A C / / N G G U G UG VU AV BC B / G VU AV BC AV NA B G G U V A B /N G/ UG VU CU BC N /N G U U C A /N G UG U CU A N G U G / AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N /N G U U C NA /N G UG U U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AV AV B G B G/ UG VU AV BC B U C G G G U V A B U N A N G U V C B / U C G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G UG U C A B A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG VU C BC /N G/ UG VU CU BC /NA U N N B A G G B V V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AVU AV BC G B G/ UG V AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC /N /N G U U C NA /N U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AV AV B G B G/ UG VU U C G G G U V A B U N A N G U V C B / G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G C A B A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG VU C BC /N G/ UG VU U N N B A G G B V V U U A C C / / G N N U B G V U C U A C / / A N /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A N G G G U V A B G G U V A B G G U AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU BC /N G/N UG VU CU U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AV AV B G B G U C G G G U V A B U A N G U V C B / G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU C A B A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG VU C BC /N U N B A G G B V V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AV AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC /N /N U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AV A U G G G U V A B U A N G U V C B / G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G C A B A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG VU N B A G G B V V U U C C / / G N N U B G V U C U A C A N /N G/ UG VU CU BC /N /N G U U C NA /N G UG U CU A /N G G G U V A B G G U AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G G G U N U A G B A G U V C B / V G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N N G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU AV /NA G B UG UG CU AV AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA G G G U V A B U A N G U G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV B N B A G G B V V U C / / N B G V /N G/ UG VU CU BC /N /N UG U CU C NA /N G UG U CU A /N G UG UG CU AV NA G B UG AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG G G G U V A B U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC / C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG N G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU AV A A B G V G N U AV A B G G U V A B G V A B / G U V C B / G U U VU C BC /N G/ UG VU CU BC /NA G/N UG VU CU BC NA /N G UG UG CU NAV /NA G G G U V A B U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG V C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G G B V A B V BC

events

sessions meetings courses

www.navug.com and the weekly BCUG/NAVUG Event Guide are your best sources for the latest BCUG/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 BCUG/NAVUG event.

Webinars

Chapter Meetings

October 2 SEO Series – New Trends in On-Page SEO (CMA) October 26 New Hire Quick Start – Get a Jumpstart on Microsoft Reporting and Budgeting Tools November 7 Time to Reforecast – Preparing for Your Mid-year Reforecast with Microsoft Forecaster November 14 Partner Engagement November 14 19 Ways to Supercharge Your Marketing Planning for 2019 (CMA) December 12 Partner Engagement December 12 How to Create Great Content that Breaks Through the Webiverse Clutter (CMA) December 14 R&B Fridays – Financial Reporting and Budgeting Open Discussion with the Experts December 14 New Hire Quick Start – Get a Jumpstart on Microsoft Reporting and Budgeting Tools January 9 How to Build a Remarkable Marketing Campaign (CMA) November 13 Texas (Dallas/Fort Worth) November 14 Wisconsin (Milwaukee) November 15 South Florida (Miami) November 29 Netherlands December 13 Ontario (Toronto)

8 | BCUG/NAVUG Magazine

Summit Phoenix

October 15-18

Focus EMEA

November 1 The Hague

2018 Collaborate Canada Cities

November November November November November 5 Vancouver, BC 8 Calgary, AB 13 Montreal, QC 15 Ottawa, ON 20 Toronto, ON

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

G U V A B B / G U V C B /N G U VU U CU NA /N G UG UG CU AV /NA G B G G V A B BC /N G/ UG VU CU BC /NA G/N UG VU CU BC G G U A N G U BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ C N U CU A /N G UG UG CU AV /NA G B G UG U AV NA BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU U U C A N / G N U C / G N U C A U G G U V A B G A N G BC B G/ UG VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU BC U U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N U U C A N A U C NA /N G UG U C A /N G G G U V A B G G U V BC B G/ UG VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU BC /N G/N U U A U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N /N G U U C A N A U C NA /N G UG U CU A /N G G G U V A B G G U V A B BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU C A C / G N N U U C A / G U N G U G V A B G G G U V A B U C A N G U A BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU B C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ BC B G/ G VU AV BC B /N G U VU C B /N G/ UG VU CU BC N /N G U U C N C G UG U AV NA B G G U AV A B G G UG U C NA /N G UG U CU A /N G BC B G/ UG VU AV BC B G/N G VU AVU BC BC /N G/ UG VU CU BC /N G/N UG VU CU BC /NA / / G N U U C / G N U A C G G U AV NA B G G U AV A B G G UG VU U A N G U BC B G/ UG VU AV BC B G/N G VU AVU BC BC /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/ G VU AV BC B /N G U VU C BC /N G/ UG VU CU BC NA /N G U U C NA /N G / G U N N U A C / G G N U U G V A B G G UG VU AV BC G G U V A B U C A N G U A BC B G/ UG VU AV BC B G/N G VU AVU BC BC /N G/ UG VU CU BC /NA G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B BC B G/ G VU AV BC B /N G U VU C BC /N G/ UG VU CU BC NA /N G U U C NA /N G UG U G UG U AV NA B G G U V A B G G/ UG VU AV BC B G/ U C NA /N G UG U CU A /N G BC B G/ UG VU AV BC B G/N G VU AVU BC BC /N G/ UG VU CU BC /NA G/N UG VU CU BC NA /N G UG U CU N / G U N U C / G U N A C G G U AV NA B G G U V A B G G/ UG VU AV BC B G/ G U A N G U BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /NA G/N UG VU CU BC NA /N G UG U CU NA / C G U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/N UG VU AV BC B /N G/ VUG BC B G/ G VU AV BC B /N G U VU C B /N G/ UG VU CU BC NA /N G U U C A /N G UG UG CU A N C V A / G G N U N U B U A G A C V / U A N G G U V A B G G U V A B U C A N G G U V C B / G U V BC B G/ UG VU AV BC G B G/N UG VU AV BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G U U A A G U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B /N G/ VUG VU BC U BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A N U A G A B G U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B /N G/ VUG VU C BC U BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A N G G U U C A N A B G A U C NA /N G UG U C A /N G G G U V A B G G U V A B G G UG VU AV BC B / G VU V C B /N BC B G/ UG VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU U G A B A U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B /N G/ VUG VU C BC /N G/ U A N BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A N U U C A N A B G G U V G A U C NA /N G UG U CU A /N G G G U V A B G G U V A B G G UG VU AV BC B / G VU V C B /N G U BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV C B /N G U VU U C NA /N G UG U CU A /N G BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B C A B G A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B /N G/ VUG VU C BC /N G/ UG VU CU U A N G BC B G/ G VU AV BC B /N G U VU C B /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A N C A B G G U V A B A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG VU C BC /N G/ UG VU CU BC U N N G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AVU AV BC G B G/ AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC /N /N G U U C NA U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AV AV B G B G/ UG U C G G G U V A B U N A N G U V C B / G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /N C A B A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG VU C BC /N G/ UG U N N B A G G B V V U U A C C / / G N N U B G V U C /N G/ UG VU CU BC /N /N G U U C NA /N G UG U CU A /N G UG UG CU AV NA B G G U AV A B G G UG VU AV AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC /N /N G U U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AV AV B G U C G G G U V A B U A N G U V C B / G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG U C A B A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG VU C BC U N G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G U AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC /N U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AV G G G U V A B U A N G U V C B / G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG N B A G G B V V U C / / N B G /N G/ UG VU CU BC /N /N UG VU CU C NA /N G UG U CU A /N G UG UG CU AV NA G B UG UG CU AV NA AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G G G U V A B U A N G U V C G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G N G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV G G G U V A B U A N G G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU A N B A G G B V V U C / / /N G/ UG VU CU BC /N G/N UG VU CU BC NA /N G UG U CU NA /N G UG UG CU AV NA G B AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG G G G U V A B U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU A G AV NA B G G U V A B G G UG VU AV BC B / G VU AV BC B /N U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV G G G U V A B U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU A B A G G B V V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV B U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG G G G U V A B U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU C U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU A AV NA B G G U V A B G G UG VU AV BC B G/ G U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA G G G U V U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ U C U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B A G G V V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG AV NA B G G U AV A B G G UG VU AV BC / B G V U C / N / U VU C B C N / G UG G U A N G UG U CU A N BC G B G/ UG VU AV BC B G/N G VU AVU BC B U CU NA /N G UG UG CU AV /NA G B G UG G V A B /N G/ UG VU CU BC /N G/N UG VU CU BC / AV NA B G G U AV A B G G UG U VU C BC /N G/ UG VU CU BC /NA / G U A N G G U V B G G U V A B G U BC

members welcome to our new members

Welcome to the new Members who have invested in BCUG/NAVUG User and Partner membership this

year! Each new Member adds value not only to their own organization, but also to the entire BCUG/NAVUG

community as they share their knowledge and experiences.

New BCUG/NAVUG User Members American Piledriving

Ancillare

Code Red Safety

COFEP

Crawford & Company

CTAP, LLC Echelon-Frontier Scientific

LD Products Stenograph

Mary T. Inc.

Best Value Chem Pvt Ltd.

Equal Exchange

MD Medical Marketing, Inc. Sweet Tree Holdings 1, LLC

Cadence Education, LLC

Franklin Management Resources

Mirasco

TMI Trading Corp.

Northwest Harvest

Trican Well Service, LP

Carsoe US, Inc.

GAI

Nugget Markets

US Med-Equip

Central Programs, Inc.

Herjavec Group

OpGo Marketing Valley Blades Limited

Chatters House of Spices India Pacsafe Variquest

Cherokee Fabrication IKON EFS ReEmployAbility, Inc. VDAB

CODA Resources

International Greenhouse Company SafeNet Assured Technologies Veloci Performance Products, Inc.

Katadyn North America, Inc. Saris Cycling Group Vistek

Simon H. Steiner, Hopfen, GmbH Wayfinder Corp.

DLH Holdings

10 | BCUG/NAVUG Magazine

Farren International

Keithly Williams Seeds

Kirk Key

LB&B Associates, Inc.

Adam Orgeron

Continia Software

NAV-X

Smart Software, Inc.

All e Technologies (Alletec)

Endeavour Solutions

Intelice Solutions, LLC

Nodus Technologies, Inc.

Syvantis Technologies, Inc.

Century Business Solutions

Marketing Monarchs

Odegi

Tasklet Factory

OfficeOps Threshold Enterprises

Star Exhibits & Environments, Inc.

New BCUG/NAVUG PARTNER Members

G U V A B B / G U V C B /N G U VU U CU NA /N G UG UG CU AV /NA G B G G V A B BC /N G/ UG VU CU BC /NA G/N UG VU CU BC G G U N A G U BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ C U CU NA /N G UG UG CU AV /NA G B G UG U AV NA BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU U U C A N / G N U C / G N U C A U G G U V A B G A N G BC B G/ UG VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU BC U U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N U U C A N A U C NA /N G UG U C A /N G G G U V A B G G U V BC B G/ UG VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU BC /N G/N U U A U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N /N G U U C A N A U C NA /N G UG U CU A /N G G G U V A B G G U V A B BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU C A C / G N N U U C A / G U N G U A C G V A B G G G U V A B U A N G U BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU B C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ BC B G/ G VU AV BC B /N G U VU C B /N G/ UG VU CU BC N /N G U U C N C G UG U AV NA B G G U AV A B G G UG U C NA /N G UG U CU A /N G BC B G/ UG VU AV BC B G/N G VU AVU BC BC /N G/ UG VU CU BC /N G/N UG VU CU BC /NA / A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU BC B G/ G VU AV BC B /N G U VU C BC /N G/ UG VU CU BC N /N G U U C NA /N A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/ G VU AV BC B /N G U VU C BC /N G/ UG VU CU BC NA /N G U U C NA /N G G UG U AV NA B G G U V A B G G UG VU AV BC U C NA /N G UG U CU A /N G BC B G/ UG VU AV BC B G/N G VU AVU BC BC /N G/ UG VU CU BC /NA G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B BC B G/ G VU AV BC B /N G U VU C BC /N G/ UG VU CU BC NA /N G U U C NA /N G UG U G UG U AV NA B G G U V A B G G/ UG VU AV BC B G/ U C NA /N G UG U CU A /N G BC B G/ UG VU AV BC B G/N G VU AVU BC BC /N G/ UG VU CU BC /NA G/N UG VU CU BC NA /N G UG U CU N / G U N U C / G U N A C G G U AV NA B G G U V A B G G/ UG VU AV BC B G/ G U A N G U BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /NA G/N UG VU CU BC NA /N G UG U CU NA / C G U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/N UG VU AV BC B /N G/ VUG BC B G/ G VU AV BC B /N G U VU C B /N G/ UG VU CU BC NA /N G U U C A /N G UG UG CU A N C V A / G G N U N U B U A G A C V / G G U U N G A V A B G G U V A B U C A N G U V C B / G U V BC B G/ UG VU AV BC G B G/N UG VU AV BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G U U A A G U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B /N G/ VUG VU BC U BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A N U A G A B G U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B /N G/ VUG VU C BC U BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A N G G U U C A N A B G A U C NA /N G UG U C A /N G G G U V A B G G U V A B G G UG VU AV BC B / G VU V C B /N BC B G/ UG VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU U G A B A U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B /N G/ VUG VU C BC /N G/ U A N BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A N U U C A N A B G G U V G A U C NA /N G UG U CU A /N G G G U V A B G G U V A B G G UG VU AV BC B / G VU V C B /N G U BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV C B /N G U VU U C NA /N G UG U CU A /N G BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B C A B G A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B /N G/ VUG VU C BC /N G/ UG VU CU U A N G BC B G/ G VU AV BC B /N G U VU C B /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A N C A B G G U V A B A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG VU C BC /N G/ UG VU CU BC U N N G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AVU AV BC G B G/ AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC /N /N G U U C NA U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AV AV B G B G/ UG U C G G G U V A B U N A N G U V C B / G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /N C A B A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG VU C BC /N G/ UG U N N B A G G B V V U U A C C / / G N N U B G V U C U A C / A N /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A /N G G G U V A B G G U V A G U AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU BC /N G/N UG VU U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AV AV B G U C G G G U V A B U A N G U V C B / G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG U C A B A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG VU C BC U N G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G U AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC /N U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AV G G G U V A B U A N G U V C B / G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG N B A G G B V V U C / / N B G V U C /N G/ UG VU CU BC /N /N G U U C NA /N G UG U CU A /N G UG UG CU AV NA G B UG UG CU AV NA AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G G G U V A B U A N G U V C G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G N G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV G G G U V A B U A N G G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU A N B A G G B V V U C / / N B G /N G/ UG VU CU BC /N /N UG VU CU C NA /N G UG U CU A /N G UG UG CU AV NA G B AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG G G G U V A B U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU A G V AV NA B G G U V A B G G UG VU AV BC B / G U AV BC B /N U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV G G G U V A B U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU A B A G G B V V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV B U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG G G G U V A B U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU C U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU A AV NA B G G U V A B G G UG VU AV BC B G/ G U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA G G G U V U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ U C U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B A G G V V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG AV NA B G G U AV A B G G UG VU AV BC / B G V U C / N U VU C B C N / / G UG G U A N G UG U CU A N BC G B G/ UG VU AV BC B G/N G VU AVU BC B U CU NA /N G UG UG CU AV /NA G B G UG G V A B /N G/ UG VU CU BC /N G/N UG VU CU BC / AV NA B G G U AV A B G G UG U VU C BC /N G/ UG VU CU BC /NA / G U A N G G U V B G G U V A B / G U BC

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c h a p t e r

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

NAVUG™ kicked off its first RCM in Angola, Indiana this past August. RCMs are full-day events, including educational sessions, networking opportunities, and sponsor presentations. With multiple local chapters combining efforts for these events, the content and knowledge shared have been amazing. Collaboration with local chapter leaders along with guidance from chapter manager have made each event successful. Refreshments and facilities are funded by sponsors and without their support, these RCMs wouldn’t be possible. Thank you to the following sponsors!

12 | BCUG/NAVUG Magazine

ne w s

CHAPTERS UNITE!

Regional Chapter Meetings

GREAT LAKES

AXUG® AND NAVUG™ COLORADO

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academy corner

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

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

BCUG/NAVUG Academy Distance Learning Classes

»» Nov 15 | Month End, Year End, and Budgeting in NAV »» Nov 29 | Financials for NAV using Jet Reports

BCUG/NAVUG Conferences and Events

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

H2 2018 | 13

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VU AV BC G B G/ UG VU AV BC B /N G/ VUG VU C BC /N G/ UG VU CU BC /NA U A N BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A N G G U U U C A N A B G G U V A B G A U C NA /N G UG U C A /N G G G U V A B G G U V A B G G UG VU AV BC B / G VU V C B /N G U VU C BC /N G/ BC B G/ UG VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G UG U AV N U U C A N G A B A U C NA /N G UG U CU A /N G G G U V A B G G U V A B G G UG VU AV BC B / G VU V C B /N G U VU C BC /N G/ UG BC B G/ UG VU AV BC B G/N G VU AV BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G UG U AV NA U A B G A U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B /N G/ VUG VU C BC /N G/ UG VU CU BC /NA G/N UG VU U A N G G U V A B BC B G/ G VU AV BC B /N G U VU C B /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A N B G G U V A B G UG CU AV NA B G G U AV A B G G UG VU AV BC 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UG CU NAV /NA G B UG UG CU AV NA G B G UG UG AV NAV B G B G/ UG VU AV BC B G/N UG VU U C G G G U V A B U / G N A N G U V C B / U C G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G UG U AV NA C A B A G U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG VU C BC /N G/ UG VU CU BC /NA /N UG VU G U N N B A G G B V V U U A C C / / G G N U N U B G /N G/ UG VU CU BC /N /N UG VU CU C NA /N G UG U CU A /N G UG UG CU AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC /N /N G U U C NA /N G UG U U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AV AV B G B G/ UG VU AV BC B U C G G G U V A B U N A N G U V C B / U C G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU AV /NA G B G 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G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC /N /N G U U U A C / / G N U N B G V U C U A C / / N G U U VU C BC N / A N / G UG U CU A N G G U V A B G G/ UG VU AV BC G B G G U A N G UG U CU A N G G U V C B V A B G G U V A B BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G UG UG CU C A B A / G N N U G U CU A /N G UG UG CU AV NA B G G U AV A B G G/ UG VU AV BC B G/ UG VU AV BC B G/N G/ VUG VU C BC /N U N /N G U U C A N G VU AV BC B / G U V C B /N G U VU C BC N / U C G U G AV A B G G U V A B G G UG AV /N / N /N G U U C A /N G N U A G U U C G G G U U AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC /N /N U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G UG AV A U G G G U V A B U A N G U V C B / G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU NA /N G C A B A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N G/ VUG VU N B A G G B V V U /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG CU CU NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G G G G U V A B U A N G U V C B / G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N N B A G G B V V U C / / N B G V U C U C / A N G UG UG CU AV /N G/ UG VU CU BC N /N G U U C NA /N G UG U CU A /N G G U AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B G/N UG VU AV BC B /N G/ U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA G G G U V A B U A N G U G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV B N G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU AV /NA G B UG AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG G G G U V A B U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC / C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG N B A G G B V V B G V /N G/ UG VU CU BC /N /N UG U CU C /NA /N UG UG CU CU NA /N G UG UG CU AV AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G G G U V A B U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG V C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG A A B G V G AV NA B G G U V A B G U V A B / G U V C B U VU C BC /N G/ UG VU CU BC /NA G/N UG VU CU BC NA /N G UG UG G G G U V A B U N A G U B A G V G U BC B G/ G VU AV BC B /N G U VU C B /N G/ UG VU CU BC / C U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA / AV NA B G G U AV A B G G UG VU AV BC B G/ G VU / B G V U C / N B U VU C U U C NA /N G G G U V A U C NA /N G UG U CU A /N G BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG V C / G N U CU A /N G UG UG CU AV NA B G UG U AV NA B G G V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG C A AV NA B G G U V A B G G UG VU AV BC B U VU C BC /N G/ UG VU CU BC /NA /N G U U G G G U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N C U CU NA /N G UG UG CU AV /NA G B G UG U B A G G V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA / AV NA B G G U AV A B G G UG VU / B G V U C / N / U VU C BC N / G U A N G UG U CU A N BC G B G/ UG VU AV BC B G/N G VU AVU U CU NA /N G UG UG CU AV /NA G B G V A B /N G/ UG VU CU BC /N G/N UG VU C AV NA B G G U AV A B G U VU C BC /N G/ UG VU CU BC G U A N G BC G B G/ UG VU AV BC B G/N U CU NA /N G UG UG CU B G V A /N G/ UG VU CU BC /N G/ AV NA B G G U AV U VU C BC /N G/ UG G U A N BC

feature

Hackathon Style:

A New Way of Learning

story by Freddy Kristiansen, Technical Evangelist, Microsoft

s many of you know, we conducted a hackathon at FOCUS18 this past May. Whatâ&#x20AC;&#x2122;s a hackathon? A hackathon, a hacker neologism, is an event when programmers meet to do collaborative computer programming. It all started when Mark Rhodes called me and asked if I wanted to help conduct a hackathon. We had a few calls and decided to use this as a learning environment. We put people who had never ever used Visual Studio Code and Microsoft Dynamics 365 Business Central

14 | BCUG/NAVUG Magazine

in a room with ideas/challenges they could try out (you can find the challenges at https://blogs.msdn. microsoft.com/hackathonchallenges/).

The Hackathon During the hackathon, some people were sitting in groups of three or four, and some people were working alone (we didn’t force anything). It was amazing to see how the groups were challenging each other to NOT go for the cheat sheets. Rather, they used blogs, documents, and brainstorming to find a solution, which was exactly what I was hoping for. They would also call for help and ask questions before asking for the password for a cheat sheet. The people working alone got stuck faster, and when they couldn’t find a way out, they were faster to request a cheat sheet password.

The Results On the second day (the very last session), people showed their progress, and Dave Hatker stood up to demo and show that they completed three and a half of the five challenges. Not only could he demo what they had done, but he could also explain how it was done and why it worked. He was talking about table extensions, page extensions, snippets, User controls, control add-ins, and so on as if he was an experienced trainer while in reality, he had only been exposed to the information for less than 24 hours. It was also clear when looking at their code that they had NOT seen the cheat sheets. In fact, one of their solutions was smarter than mine, and I learned something new! I asked Dave to share a few words about the hackathon: “Dynamics 365 Business Central can do just about anything, it seems. So, when I heard that Mark Rhodes and Freddy Kristiansen had put together a hackathon, specifically, the hackaNAVathon at Focus 2018, I was excited to see what was in store for us! For the very first one of these ever done, I thought the hackathon was put together very thoughtfully, and even better, every participant was provided a virtual machine with everything we needed to accomplish our challenges. The challenges were fun, practical, and built upon themselves to allow us to get familiar with all the ins and outs of Visual Studio Code and the AL language. The hackathon is definitely something I’d recommend to both the professional and novice Dynamics NAV developer. It’s a great way to see how you can accomplish almost anything with Business Central!”

What Went Really Well Mark and the NAVUG™ team went above and beyond to make the hackathon a success through badges, t-shirts, pizza, the room, and enthusiastic people who were ready to hack. Groups of three to four people worked really well and would tend to get much further before going for a cheat sheet, even though the passwords for the cheat sheets were available on the screen. Different ideas on how to proceed regarding searching documentation, blogs, samples, and so on came up. These teams were able to complete challenges without any assistance, although this was the first time they ever coded in Visual Studio Code.

What We Learned

»» You shouldn’t travel from Europe and arrive in the U.S. Sunday evening and do a hackathon until 11 p.m. Monday.

»» You probably shouldn’t have a hackathon the evening after a full conference day. Days are long and full of learning.

»» People working alone on the challenges tend to reach out for the cheat sheet much faster, and even

though this might get them to a result much faster, chances are that they don’t always know why it is working. Groups of three to four people seem to learn better. »» This is definitely not the last time we will run a hackathon, and I will recommend Partners and Customers try this out as it is a fun, low-cost, and scalable way to learn. »» We will create more challenges, and Users are more than welcome to contribute new challenges to the community. Don’t be shy! BCUG/NAVUG This article was first published as a blog at https://blogs.msdn.microsoft.com/freddyk/2018/05/24/thehackathon-at-ug-focus-18/. The passwords for the hackathon cheat sheets are available at https://blogs.msdn. microsoft.com/hackathonchallenges (press Ctrl+A to reveal), but in order to get the most out of this, run the hackathon in groups and learn from our learnings. H2 2018 | 15

feature

How We Crafted a Fresh and Powerful Desktop Experience for Business Central

16 | BCUG/NAVUG Magazine

story by Mike Borg Cardona, Senior Program Manager at Microsoft

t’s not every day you get to climb a mountain. From the ground, the peak seems unattainable. Careful planning, a sense of the landscape, and the company of experienced friends sure help get you there safely in the end. The view from up top, of course, is breathtaking and well worth the effort. At Microsoft, we’ve been scaling our own mountain as we redefine how Microsoft Dynamics NAV best serves our Customers in the age of digital transformation. With three decades of business productivity and innovation behind it, and more than 160,000 established Customers from industries around the globe, transforming this much-loved software was no trivial feat. It is a delicate balance of disrupting without disruption, challenging status quos to find our path to the cloud that supports the nextgen workforce. At a personal level, this has been one of the most exciting and tallest peaks I have had the pleasure of climbing at Microsoft. Enter Microsoft Dynamics 365 Business Central, the successor to Dynamics NAV. Cloud-first but not cloud-only, as the October ’18 release reveals, giving Customers the flexibility to migrate to pure cloud, run on-premises on their own hardware, or even in a hybrid mode that takes advantage of the best of both worlds. You interact with Business Central through the browser, through apps, or from inside Outlook. The desktop “big screen” experience of Business Central includes many of the popular features from the muchloved Windows Client (aka RTC) but instead runs in the installable Windows 10 app or your browser. In a sense, Business Central is a celebration of its Dynamics NAV heritage, reinvented for the cloud. We wanted the visuals to reflect that in every way, so we built a fresh look and feel for the Web Client first. If you’ve been with us for the past decade, you’ve likely witnessed one major visual overhaul: We felt it was a good time for the interface to take that next evolutionary step along with the product.

Crafting the New Look and Feel Rubbernecking was a goal from the start: We wanted the visuals to be a head-turner that captures the interest of new Users. We wanted something that was fresh and modern yet firmly connected to our roots in Navision. Something intuitive for newbies yet which didn’t get in the way of our 20-year veterans who demand efficiency. We wanted the freedom to design something new, without disrupting your customizations. Something that told our unique story as a cloud app for connected business, whilst maintaining familiarity with Dynamics 365 and Office 365. Striking a balance between all the above, as you can imagine, took time and patience. Starting with simple wireframe sketches, we reiterated on the design for many months, taking feedback from Users, consultants, and developers as we built it. We also ran a series of online User studies with folks from a variety of backgrounds and varying degrees of business software knowledge, observing them as they worked through hands-on tasks such as completing their first invoice. The combined ideas and input of the community have ultimately shaped Business Central’s experience, and I am grateful and humbled by all the effort you have put into guiding us on this journey.

A Fresh Desktop Experience Back in April, Business Central launched with redesigned Role Centers that are cleaner and easier to work with. Conceptually modeled on news feeds, Role Centers have a centered vertically-scrolling layout that begins with insightful headlines from across the business. The new navigation bar leads to elegantly displayed lists that support mouse-free navigation with shortcuts such as Ctrl+End and Shift+PgDown. There’s so much to look forward to in the October ’18 release which continues the visual refresh, delivering a consistently smooth experience as you navigate throughout. Details pages such as the item H2 2018 | 17

card or sales order have been modernized with improved readability and layout. The generational shift compared to its predecessor couldn’t be more evident: It’s a bit like stumbling upon Windows XP after you’ve been using a newer Windows for a while. We’ve crafted visuals that are highly accessible so that the entirety of your diverse workforce can get access to business data at their desks: We’re pleased to announce full compliance to Microsoft accessibility standards, including support for screen readers. Searching for pages and reports also gets a makeover and includes search results from online documentation to help you find your way.

Not Just a Pretty Face Whilst the Business Central visuals could easily be mistaken as a cosmetic makeover, the net change is significantly more than a pixel repaint. The refreshed experience created new opportunities to deliver the next wave of features that help you achieve more during your workday. Take for example, the immersive personalization tools that stretch columns, re-arrange Factboxes, or show/hide columns, and much more. The October ’18 release accelerates productivity through powerful new features for working with lists. This is particularly appealing to intensive desktop Users such as accountants, sales order processors, and other back-office Users. For example, you can narrow down your data using make it a filter pane that allows filtering on any sourcetable field, building complex expressions including variables, and switching between predefined filtered views of the list. If you read AJ Ansari’s great tips in last edition of BCUG/NAVUG magazine, you’ll be pleased to know you can now filter by My Customers on Customer ledger entries in Business Central, too! Formerly known as Limit Totals in Dynamics NAV, you can also apply filters to calculated fields, such as balances on the chart of accounts page, to help you explore and analyze your data. Try out some combos by simultaneously filtering, searching, and sorting to your lists! We’ve also thrown in a bunch of keyboard shortcuts including the popular F8 (copy from the above cell) and Alt+F3 (filter to the current cell value). Hit Ctrl+C to copy then paste rows inside lists or paste to or from Excel. My personal favorite must be pasting rows into an e-mail that displays a nicely formatted table that is ready to send to colleagues or Customers. Sweet!

How’s the View from the Peak? So one may ask, with Business Central available on-premises and in the cloud, and rolling out to more regions around the globe, are we there yet? I’d say we’re well on our evolutionary journey: The peak is in sight, and we’re squarely focused on it. We look to you for inspiration, feedback, and hand-holding through the remaining journey. The view from above the clouds is already spectacular: Cloud computing and connectivity open up so many interesting possibilities for businesses, and we’ve got dozens of exciting new features lined up for our Business Central Customers in the coming months. Talk to your Dynamics Partner or consultant about migrating to Business Central, and in the meantime, try out the visuals and productivity features at https://businesscentral.dynamics.com. I hope you enjoy working with it as much as we enjoyed crafting it! BCUG/NAVUG Mike Borg Cardona is a senior program manager at Microsoft for everything UI in Dynamics NAV and Dynamics 365 Business Central. He can be reached at Mikebc@microsoft.com. 18 | BCUG/NAVUG Magazine

L VO UN

Andrea Riviezzo | Controller | Inovonics

TE ER

ER RN CO

Who do you follow on social media right now and why? I’m really into weightlifting right now, so I might be a bit obsessed with Buff Dudes. I also have what I call “business crushes” and am connected on LinkedIn with: Judy Vorndran (president, TaxOps), Greg Kaupp (CEO, ArcherPoint), Lana Frank (vice president of marketing, WOW!), and a few others. Mostly, they are people I admire because I find them to be charismatic and great public speakers. What is on your desk? Lots of papers, a note pad (I’m a bit old school, and I enjoy writing to-do lists and crossing items off), a giant JET water bottle, two laptops, a BlackLine bull, a few plants which somehow I’ve managed to keep alive, and cards that people have sent me for holidays. I also have one of those raise-your-desk-up-to-stand contraptions. But apparently I’m too lazy to stand most of the time.

MEMBER SINCE 2012 VOLUNTEER PROFILE Chapter Leader Chapter Advisory Committee NAVUG Innovation Squad

Are you going to Summit Phoenix? I wouldn’t miss it! This will be my third year going. Every time has been a little different, but there are a few things that never change: getting to attend great sessions and meet new people, including those Partners and ISVs who I work with in person, and fun! What do you do when you’re not at work? I’m a bit of a gym rat, so most days you can find me there. After that, I spend most of my time with my two children (ages 2 and 4). I volunteer yearly at Denver Comic Con, and I enjoy Game of Thrones, Westworld, and Marvel movies/TV shows. When I can, I love to travel and visit foreign countries, and I’ve been to more than 20 countries and five continents. My time is also filled with being a NAVUG™ chapter leader, and recently I joined the board of directors as a member at large for the Coalition to Simplify Colorado Sales Tax.

What is your favorite volunteer activity in the NAVUG community and why? First, being a chapter leader is really important to me. I love the community, and I know whatever I put into the community I get back tenfold. Plus, I enjoy putting on a good meeting and seeing others enjoy it. Second, I enjoy speaking at the conferences, be it on the main stage or in a session. There’s something very thrilling about being up there and speaking to everyone.

N U L

E TE

R E N R CO

What is the best advice you’ve ever received? I think the three best lessons I’ve learned are, first, to let things go, because most things normally don’t matter much. I ask myself, “Will this matter next week, next month, next year? If not, why does it matter now?” Then second, that it’s okay to fail. We can’t all win all the time. If you’ve failed, at least you’ve tried. Learn from it, don’t take it personally, and try again. Finally, I’ve learned to do things that frighten me. To take risk. When pushed beyond our comfort zone, we can accomplish extraordinary things. And if we fail, well, see the other two pieces of advice.

H2 2018 | 19

G U V A B B / G U V C B /N G U VU U CU NA /N G UG UG CU AV /NA G B G G V A B BC /N G/ UG VU CU BC /NA G/N UG VU CU BC G G U N A G U BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ C U CU NA /N G UG UG CU AV /NA G B G UG U AV NA BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU U U C A N / G N U C / G N U C A U G G U V A B G A N G BC B G/ UG VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU BC U U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N / U U C A N A U C NA /N G UG U C A /N G G G U V A B G G U V BC B G/ UG VU AV BC B G/N UG VU AV BC B /N G/ UG VU CU BC /N G/N UG U A U CU NA /N G UG UG CU AV /NA G B G UG CU AV NA B G G/ UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU BC N /N G U U U C A N A U C NA /N G UG U CU A /N G G G U V A B G G U V A B BC B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU A C / G N N U U C A / G U N G U A C G V A B G G G U V A B U A N G U BC B G/ UG VU AV BC B G/N G VU AVU BC B /N 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G/ UG VU AV B A G G B V V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG G G G U V A B U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU B C U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU N A AV NA B G G U V A B G G UG VU AV BC B G/ G U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA / G G G U V U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG C U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B A G G V V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG U AV NA B G G U AV A B G G UG VU AV BC / B G V U C / N U VU C B C N / / G UG U G U A N G UG U CU A N BC G B G/ UG VU AV BC B G/N G VU AVU BC B C U CU NA /N G UG UG CU AV /NA G B G UG G V A B /N G/ UG VU CU BC /N G/N UG VU CU BC /N A AV NA B G G U V A B G G UG U VU C BC /N G/ UG VU CU BC /NA /N G U A N G G U V B G G U V A B / G U BC

peers

meet your bcug/navug peers

Mark Rhodes

“What everyone is

saying is that the move

to the newest version

investments Microsoft

has made are making

upgrades easier and

easier. Upgrades

are costing 20 to 30

percent less than they

used to.”

–Mark Rhodes

“I think back to

2009, 2013, and 2015,

and some of those

A lot of people did not

have the budget for

some of the upgrades,

and that is how people

got left on those

older versions.”

–Steve Chinsky

20 | BCUG/NAVUG Magazine

Mark Rhodes interviewed five BCUG/NAVUG All Stars about the tremendous change in Microsoft Dynamics 365 Business Central/ Microsoft Dynamics NAV, the upgrade question (see the sidebar for answers), and how they feel about the direction we’re headed...

of Business Central

might be painful, but

ROI will be greater

than ever before. The

AJ Ansari, Columbus Americas

I guess we’ve all been expecting it. The Business Central model today, the way it stands, I love some of the functionally they threw in there. I think it’s the coolest thing I’ve seen in a long time. I can’t wait for when the on-premises version is released. I see that the future is really going to be endless for Customers of Dynamics NAV. I love the Outlook integration. I love the AI they brought to the table with Cortona, because when it comes to demand planning, Cortona can take things to the next level. All in all, I’m seeing some great things, and I hope people are putting their budgets together for 2019 and the rest of 2018 to really evaluate where they stand. If you’re on an old release, i.e. version 4, version 5, 2009, I think it’s time for you to make plans for an upgrade. To see the ROI that you put in, you must start thinking about 2019. Dynamics NAV is going to be Business Central. It’s a renaming of the product, it’s a rebranding. Basically, it’s time for everybody to look to the future and get all that they can out of Dynamics NAV.

updates were crazy.

Steve Chinsky, Columbus Americas

Dynamics NAV has been around for decades. Back in version 2.0, it was blue and gray, and clunky; now it looks like Office ERP. There’s nothing like it. You are not going to find the product anywhere else. If you love your Office products, and if you think of all the things you want to integrate with because you want to do more CRM or expand yourself and grow your business, Microsoft is where it’s at.

“I think those who haven’t taken the leap are gun-shy because they’ve seen the cost of upgrading from those old versions to the newer versions. I think

Holly Kutil, American Ring When Microsoft comes out with a change or an update, it’s exciting! It brings new stuff and a lot of functionality for us. So, there’s an excitement about what the next greatest thing is going to be and what Business Central is going to be to us. But I think there is still a lot of confusion on the end User side. When do we convert from on-premises to the cloud? What’s the right decision for us? Where do we take it from here? And I think BCUG/NAVUG comes in as a great place to start learning and figuring all of that out. It’s going to be really important to look to BCUG/ NAVUG as a group, to find out what is out there. I think the User group is going to be a key place to find information.

Tom Doran, Innovia Consulting If we think back four or five years ago when Marco joined the NAVUG advisory board, the stated purpose was getting closer with end Users and really listening to what end Users had to say. I think when you look at Satya Nadella on down, you see that Microsoft is really trying to hear what end Users are asking for while providing what they see in terms of their vision. I am very encouraged by that trend.

that the changes we are seeing in the product address that. Almost more than anything else, they directly address the pain we have had with the cost of upgrading and all the things companies have had to do to stay current with their product. I don’t know that there is a lot of good, clear information that makes that clear about how much less painful it is. It’s not perfect, but it has a possibility today where

Kerry Rosvold, New View Strategies It’s a little scary when people see so many things changing, especially when they see the name changing. I view it very differently. When I see the name change and all the changes put into improving the product, I think it’s an incredible show of how Microsoft has continued to fulfill their promises. More than 10 years ago, they were saying “cloud first, mobile first”, and everybody was all shook up about that. And look, finally we got there. It took us awhile to get to “cloud first”. Now we’re seeing the delivery of that as well as lots and lots of other things. Even with the name change, if we get past that and the emotional feel about Microsoft Dynamics NAV being replaced with Business Central, it’s just a name. The stuff that’s behind that is so much better, and the improvements being made to the product are moving at a faster and faster pace.

it didn’t a few years ago. I think the upgrade process is going to become less and less a part of the conversation in a few years because it will truly become a non-event, and that’s the whole point.” –Kerry Rosvold

H2 2018 | 21

t&t

TIPS & TRICKS

Is Business Central Right for Your Unique Situation? story by Mathew Ealy, Rentokil N. America, NAVUG™ User Member

icrosoft Dynamics NAV has as many ways for companies to use it as there are companies using it. This makes each company’s decision to migrate to the cloud unique. When looking at Microsoft Dynamics 365 Business Central, you need to look at it as much as a reimplementation of Dynamics NAV as a migration to a new ERP/financial system. Here are a few questions to ask yourself before making the move: »» Are you at a reimplementation point in your deployment cycle? Many companies never build processes around patching/upgrading/reimplementing their ERP. This can be as easy or as hard as you would like to make it. Do you need to upgrade your deployment? Are there features you need to move your business forward? Are those features available in Business Central? »» Are your ISVs ready for Business Central? So many of us build our business processes around Dynamics NAV and our ISVs. So much so, to remove an ISV is a major question you need to address. Are your must-have ISVs available yet for Business Central? Given enough time, all the major ISVs will be built for use on Business Central, so do you want to change now or wait for yours to be available? »» Is your Partner ready? This is not only new to us Users, but also to our Partners. Is your Partner ready to start building your customizations as extensions? Do you still need them? Can you change business processes to remove them? »» Is the cost worth it? This is the big one, and one you need to look very long and hard at. How often are you upgrading? Is moving your User license from concurrent Users to named Users cost-effective for you? Are you upgrading often enough that the monthly ops budget hit for each of your Users offsets your reimplementation costs? When you are responsible for the heart of your company, you need to make sure your recommendation is well-researched and in the best interest of your company. BCUG/NAVUG Mathew Ealy is a Microsoft Dynamics NAV support specialist at Rentokil N. America. He can be reached at Mathew.ealy@rentokil.com.

NAV/Business Central is what you use

Join us at Summit Booth #529 innovia.com 800.834.7700 H2 2018 | 23

THE

24 | BCUG/NAVUG Magazine

, S TH E I N

feature

Business Central:

NDAB

U O

story by Maher Malki, NAV Program Manager, Western Computer, Partner Member

hether I’m speaking with a colleague, a Customer, a prospect, or a fellow enthusiast within the community, too often I am asked the same questions: What is Microsoft Dynamics 365 Business Central? How is Business Central different than Microsoft Dynamics NAV? My answer varies greatly based on my audience and their current understanding of the Dynamics ecosystem and the role they play within their organization. I often try to educate folks on how the two products promise to be the same. All the unique features that we know and love about Dynamics NAV exist in Business Central. Competitive differentiators like account schedules, posting groups, and dimensions are what has given Dynamics NAV an edge ahead of other SMB ERPs, and those features have not changed in Business Central. In some cases, these features have become more streamlined in setting up and maintaining. However, if my audience is a developer, I sing a different tune. With the development client a thing of the past, being forced to write everything in extensions, and learning a new development environment, developers must learn new tricks. Microsoft has improved the Visual Studio Code AL experience since the first release and has really provided some powerful platform tools. I often make it a point to say, “Don’t let the price point fool you. Business Central is not a watereddown version of Dynamics NAV, and in many cases, it is far more superior.” With a confused look on my audience’s face and a big smile on mine, this is when I start to have fun. I go on to explain about key features that currently only exist in Business Central. Features like having the ability, with a single click, to drop any journal into Excel for quick data entry and with another click publish it back up to Business Central. Suddenly, confusion fades as the corners of their lips start to curl upward. Next, I hit them with cross-platform functionality and hand them my phone with the universal app displaying. At this point, my audience is becoming a believer and hungry for more. Finally, I round out the conversation with a breakdown of Business Central’s ROI. Business Central has a very short ROI when compared to Dynamics NAV. Comparing the software and hardware costs over time is one thing. Once I start explaining how Microsoft will dynamically handle the upgrades of Business Central, my audience quickly understands the power of Microsoft’s cloud-first strategy and the long-term cost savings around Business Central. There is always someone in the crowd that is not willing to let go of their on-premises environment. Sometimes there is a good business reason for organizations to keep data in their own datacenters. Up until recently, there was no word as to how Microsoft was going to address this group. There has been a real fear of Dynamics NAV and Business Central forking into two separate products. Fortunately, Microsoft has been working on a solution. With the October 2018 release, Microsoft ushers in Business Central with an on-premises deployment option. Does this mean the death of Dynamics NAV? No, Business Central on-premises is the successor to Dynamics NAV. Yes, while there is a name and branding change, the experience for Customers currently running Dynamics NAV on-premises is no different than an upgrade to Business Central. Customers who need to run on-premises can now do so. With Business Central, once Customers sign up for the service in the cloud, they have the option to deploy it locally to their choice of hardware. While they are running Business Central on their own hardware, Customers will have a tenant in the cloud, and the data from the Customers’ hardware will be replicated to the cloud for intelligent cloud scenarios. At all times, Customers are informed of their “cloud-ready” status, so when they are ready to transition completely to the cloud, it’s a simple step. The Customer data is always uploaded to the cloud from on-premises (Customers can opt out) to bring the intelligent cloud capabilities to the Business Central deployments on the intelligent edge. Microsoft will continue to support on-premises code customizations; however, they highly recommend that Customers and Partners refactor their apps and customizations into extensions to benefit from continuous updates and the intelligent cloud and the intelligent edge. The goal here is to allow a multistep transition into the cloud for existing on-premises Customers looking to move into the cloud in the future, H2 2018 | 25

at their own pace. When organizations are ready to move into the cloud, Microsoft promises migration tools to assist in the process. Microsoft is yet to issue a release date for these migration tools for Dynamics NAV; however, they promise sometime “shortly after October 2018”. Alongside the hybrid deployment option mentioned earlier, Microsoft has made a number of improvements to Business Central’s October 2018 release. These include productivity features for desktop Users with a fresh new modern look and feel, advanced filtering options, limit totals, row-based copy and paste, and much more. Additional improvements include enhanced Power BI embed experience and improved Visual Studio Code AL experience as well as accessibility features. So, with all of that said, let’s go back to the original question: How are Dynamics NAV and Dynamics 365 Business Central different? Starting October 2018 and beyond, when I am asked this question, my response will be much simpler despite my audience: They will converge into one product called Dynamics 365 Business Central which will be offered on-premises, purely in the cloud, or in a hybrid deployment. Now that will put a smile on anyone’s face! BCUG/NAVUG Maher Malki serves as NAV program manager at Western Computer and can be reached at Maher.malki@ westerncomputer.com.

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logo

Congratulations to Bill Fultz from ProLift

Industrial Equipment for finding the logo

on page 44 of the H1 2018 issue of BCUG/

NAVUG Magazine.

Let’s play again! Hidden somewhere

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magazine.

H2 2018 | 27

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User Member Showcase

Cloud Infrastructure: A Mighty Decision

story by Victor Diercksen, MITY Inc., NAVUG User Member

Victor Diercksen

TITLE Director of Business Technology

COMPANY MITY Inc.

USERS 70

PRODUCT Microsoft Dynamics NAV 2016

28 | BCUG/NAVUG Magazine

ityLite, Inc. is an American manufacturer of furniture for a variety of different industries, focusing on church, hospitality, and business conference needs. We have a longstanding reputation for sturdy, long-lasting quality products with an almost unlimited number of design options to meet the specific needs of our customers. MityLite has grown from approximately $40 million in revenues to more than $200 million in the past five years. MityLite’s growth has come from a combination of organic expansion as well as several strategic acquisitions of smaller competitors. Several years ago, the decision was made to move the Microsoft Dynamics NAV and Microsoft Dynamics CRM enterprise solutions to the Microsoft Azure cloud platform to benefit from the scalability and high availability features that the Azure platform is known for. Unfortunately, the decision was made to install Microsoft SQL Server and the associated application services for both products on one virtual server each (one virtual server for Dynamics NAV and one for Dynamics CRM). However, both the Dynamics NAV 2016 and Dynamics CRM systems were designed to operate in a three-tier environment with the SQL Server and application service on separate servers. In addition to that, current best practice is to limit each application server to a specific number of concurrent Users. For Dynamics NAV

2016, that equates to approximately 50 Users per Application Server, yet in our environment, we are currently supporting between 60 to70 concurrent Users on that one virtual server. In the past six months, we have seen performance issues grow as we have acclimated more of the acquired companies into our Dynamics NAV 2016 system. It has now become imperative to split the SQL Server and Application Servers for Dynamics NAV from one virtual server to five. On our CRM server we need to expand that system from one virtual server to at least three virtual servers to support our sales team. Currently we are charged between $5,000 to $6,000 per month for the three Azure virtual servers. Estimates are that the complete server architecture needed to support our business would include 12 virtual servers (assuming you include dev and test environments for each system) and would cost between $10,000 and $15,000 per month. While researching options, we also began considering moving our enterprise software back to an on-premises hardware option. While this initiative started as a “what if ” scenario in our planning, we are now considering this as our primary option. For example, the hardware that we need to run our complete environment, with enough horsepower to also run a data warehouse and BI solution scheduled for the fall of 2018, would cost $125,000. This estimate includes three Dell servers and a SAN (shared hard drive with mirrored drives). This hardware array can

In the past six months, we have seen performance issues grow as we have acclimated more of the acquired companies into our Dynamics NAV 2016 system. be purchased and installed on a threeyear lease for $4,000 a month with a life expectancy of five years. This means that the final two years of server life we would have almost zero cost on this option. Actual lifetime cost on an on-premises hardware option like this would therefore come in at about $2,000 a month over the usable life of the hardware. Our current plans are to purchase and install the Dell servers, upgrade our data and UPS backup solutions, and then utilize a cloud solution like Azure as our DR solution. In the event of a catastrophic failure in our server room that would leave the servers inoperable, we will restore our backups into a cloud virtual server environment until such a time as we can get our server room back up and operational. Based upon my experiences, I have concluded that cloud hardware infrastructure, such as Azure, is great in the following situations: »» Customer-facing solutions that require high availability and instant scalability. »» Software that was designed or re-designed to take advantage of the unique capabilities of cloud infrastructure. »» Highly distributed operations with limited or no central administration. In short, my personal experience shows that while cloud is a great infrastructure option, it is by no means the best solution for all situations and can have limitations for some systems. Also, cloud solutions seem to charge a premium for their services, so cost savings will not be a driver for most firms that are considering cloud infrastructure for their enterprise software. BCUG/NAVUG

Now this is a story all about how Your life can be flipped, turned upside down And we’d like to take a minute, just sit right there We’ll tell you how we became the preferred Business Central partner everywhere In North Carolina built and raised In the office is where we spend most of our days Chilling out, maxing, working all cool And sharing our insight because we’re not fools When a couple of users whose experience was no good Started having trouble feeling misunderstood They began to think they might not be well paired And said “we’d like to work with the preferred partner everywhere” Want to hear the rest or learn more about us? Get in touch: www.interdynartis.com/fresh-bc | info@interdynartis.com

H2 2018 | 29

topic on

...with BCUG/NAVUG Members We reached out to User and Partner Members on the Open Forum at navug.com and asked them to share and elaborate on what they think and know about Microsoft Dynamics 365 Business Central. Hereâ&#x20AC;&#x2122;s what they had to say:

Gregory Alford ERP Manager Tri Star Metals, LLC

I dread having to teach my Users a new front-end. They are navigating just fine on the current RTC. We are using 2015 objects and 2018 executables. We are working with our Partner to come up with a plan to upgrade to full 2018 with extensions. By the time we are ready to upgrade again, we will probably be past the initial release of on-premises Business Central. However, I am sure we will get there someday. We will probably stay with an on-premises installation due to cost (we have 55 licenses). 30 | BCUG/NAVUG Magazine

Michael Carr VP, Finance Philadelphia Scientific, LLC

I have not jumped into it to any great extent, but as I see more and more former client-based applications (not apps, applications) get moved into web-based forms, I keep getting the feeling that providers are abandoning the thought of usability and productivity at the end User level. I have found the more they are moved to web applications, the more keystrokes are needed and the more cursor movements are needed to accomplish the same tasks. It’s great for hand and wrist surgeons but not so good for Users. An excellent example of this is ADP: What used to be a secure and usable program is now insecure and unwieldy. Outlook to Office 365 is another example. Google Apps as an entity is awful.

Ben Baxter Consultant Accent Software, Inc. I agree to some extent with Michael. I’ve had a chance to play with Business Central, and it takes more clicks to perform the same functions. The User interface is not all that different from RTC/ perpetual interface. The two main differences I’ve noticed are: 1) the main menu moving across the top of the screen (minor change), and 2) the action ribbon is now a series of drop-down menus (as if you had collapsed the ribbon in Dynamics NAV). Personally I always leave the ribbon open as it reduces the number of clicks to perform an action. To create a new quote for a Customer in Dynamics NAV is a one-click action from the Customer list. In Business Central, I have to use a series of drop-down menus which increases the number of clicks. As with moving from Classic to RTC, it just takes time to get accustomed to certain changes. I don’t think it is a step forward or step back, more of a sideways move which will hopefully continue to improve now that they have the cloud structure in place.

Samuel Champoux IT Director Annexair I also think they need to focus on making the new web interface not only looking nice, but also easy and efficient to use. The comment I always get is the lack of menus, like the old departments menu.

Cynthia Priebe, MCTS, DCP Senior Business Analyst and Project Manager Liberty Grove Software

I have found the lack of the department menu to be a challenge in the Windows Client for Dynamics NAV also. I typically teach Users upgrading from the Classic Client to use the department menu while transitioning to the RTC. It gives them a level of comfort to see a similar structure to what they used in the past. Eventually, they move away from dependency on this menu, but it does provide a value long-term. For new installs or Users, I teach using the department menu to find “like” reports and other related selections. For example, I teach Users to search using a report name they are familiar with, then click on the menu path to the right (gray) to get to the place where this and other related reports or master data reside in the department menu. The department menu helps Users find what they need when they don’t know what it is named or what to enter into Search. It’s hard to describe, but I hope this gets my point across.

Franz Kalchmair Microsoft MVP, Senior Consultant Iodat In our company we started to test Business Central. What we found was: In the chart of accounts, there is a missing field (“balance to date”), there is a missing flowfilter field like “limit totals to”, there is no chance to view all columns in lists, there is no easy way to view in a page unavailable table fields, there many missing standard reports, there is no upgrade path from Dynamics NAV, Rapid Start Services are missing (instead there is a very simple data migration wizard only for import), a database backup and restore are missing, there are no shortcut keys (everything has to be done using the mouse), and there are many more missing things. We then stopped testing. At this time Business Central is not sellable for us. The usability leaves much to be desired. The licenses are too expensive, especially for that small set of features.

Jon Long Director of ArcherPoint-Upgrades ArcherPoint, Inc.

Val Gameiro Advanced Business Systems, LLC Implementer/Project Manager

We did a code compare with Dynamics NAV 2018 and Business Central, and there are zero functional deltas. And by “functional”, I mean business functional. There are some technical deltas and for sure, the “platform” is quite different, especially with the Web Client being the only client.

I’ve been spearheading my company’s Business Central efforts since February. It’s very similar to Dynamics NAV, but it’s lacking a few features. For example, in Business Central, under Companies, you have User experience, which determines which functionalities are shown in the interface. This is due to licensing. If you opt for the more expensive Premium license, for warehousing and service management, you have three options to choose from. If you have an Essentials license, you only have two. The Basic experience simplifies the interface even more. It integrates fairly simply with Dynamics 365 for Sales (CRM), but it has a lot of quirks, and sometimes stuff breaks in the background and you have to contact Microsoft to fix it, which they tend to do fairly quickly. A lot of reports are missing, for instance the Inventory to G/L Reconcile, which is there, but non-working. You can still modify Business Central, but it’s not as easy as Dynamics NAV. All mods are done as extensions, which are still written in C/AL, but they now call it AL, and you use Visual Studio Code to develop them, which works pretty well. It’s a bit of a learning curve, and so far, Microsoft’s documentation has been okay. There are always challenges due to the lack of accessibility to the Object Designer, and no Debugger, so instead, I end up opening cases with Microsoft, when needed. They tend to respond the same day, generally, but sometimes I have to escalate it. Their techs have been very competent so far, no complaints, but sometimes their triage is a bit off, and so I always name the product in the subject of my ticket (whether its Dynamics 365 for Sales or Business Central, etc.) I have several clients running on it, and they’re pretty happy. I think it’s a great entry point into the Dynamics NAV world. And when they decide they need mods done, they can always make the move to onpremises or full Dynamics NAV on Azure.

H2 2018 | 31

feature

Getting to Know

Business Central: Turn to the

User Group!

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story by Robb Delprado, Western Data Systems, BCUG/NAVUG User Member

Who am I, and why am I involved in BCUG/NAVUG? I am an accountant with a CPA license, and before Navision/Microsoft Dynamics NAV/Microsoft Dynamics Business Central, I worked in variety of accounting and operational positions using a variety of green-screen programs that didn’t talk to any of the other green-screen programs within the companies. I had the opportunity to implement a few home-grown solutions which required the creation of documentation for Users. From 1999 to 2008, I worked for two Navision/Dynamics NAV Partners. During my time on the Partner side, I assisted or managed 50-plus implementation projects. Even then, Navision/Dynamics NAV was a features-rich ERP system. Because of the depth and breadth of the solution, it was almost impossible for an individual to know every feature in every granule. My responsibilities included resolving escalated client support issues. I enjoyed the challenge of finding the best solutions for new client requests. After leaving the world of consulting for a position on the end User side, I reached out to BCUG/ NAVUG. I attended a few webinars, and I saw many “New to Dynamics NAV” Users looking for better ways to utilize their new investment. I joined BCUG/NAVUG eight years ago and quickly met many other accounting and technical professionals who were also willing to share their knowledge and experience with the “New to Dynamics NAV” group.

Here’s what they don’t tell you during the sales process. Keep in mind, Partners want your implementation to be successful, and they want you to see the value in your software investment. But the Partner and the client have their own budgets, and these budgets have an impact on how much is covered in the gap-fit and training portions of the implementation. A client with a small implementation budget can be just as successful as a client with a large budget, and a client with a large budget isn’t guaranteed to have the best implementation. The success of the implementation is dependent on the efforts of both the Partner and the client. But the client must recognize they must bear the brunt of the effort. This is no different than what happens in a classroom. One class with a variety of students and a well-prepared teacher will result in some very successful students and some very disappointed students. Everyone on your team must give 100 percent during the implementation, and this is difficult. The implementation does not happen in a vacuum. In most situations, the end Users all had full-time jobs before the implementation. Clients within the same industry may have slightly different requirements. Not every client utilizes Dynamics NAV functionality in the same way, and not every User within a company utilizes Dynamics NAV functionality in the same way as his or her coworker. Dynamics NAV is flexible enough that customized training allows Partners to provide varying solutions for the same functions to different clients, but if a gapfit analysis, or customized training isn’t in your budget, Partners are going to provide standard training. An implementation does not need a gap-fit review to be successful, but if the client doesn’t go through a gap-fit review with the Partner, the Partner does not know the intimate details of that business. The Partner may have several successful implementations with similar businesses in your industry, but there’s no guarantee that your processes or requirements are exactly like those other businesses.

Why get involved with BCUG/NAVUG? BCUG/NAVUG understands the complexity of the implementation process and recognizes you may not even know what you don’t know after your cutover date. BCUG/NAVUG can’t replace your Partner’s role in the implementation, and BCUG/NAVUG/ can’t complete your implementation. But BCUG/NAVUG is a community of subject matter experts who have gone through implementations, trainings, and upgrades. They’ve slain the dragons you’re facing, and they are willing to share their knowledge with you. BCUG/NAVUG is not just experienced end Users. When I joined BCUG/NAVUG, I also reunited with consultants from other Dynamics NAV Partners that I’d met in my prior roles with Partners. Like myself, many of my fellow consultants were initially trained by Navision employees long before Microsoft purchased Great Plains, Navision, and Solomon. As noted earlier, it’s almost impossible for an individual to know every feature in every granule of Dynamics NAV. BCUG/NAVUG is a collaborative community H2 2018 | 33

of like-minded individuals who share their knowledge with the community in a variety of forums. BCUG/NAVUG offers an Open Forum on their home page. Users post questions, error messages, assistance requests, and general comments about Dynamics NAV. Other Members of the community respond to these posts, often within moments of the initial post. It is not uncommon for Members to forward a post to a subject matter expert. BCUG/NAVUG offers web training throughout the year on a variety of topics. Should you miss a web session, you can browse the BCUG/NAVUG library and download the recorded session at a time convenient for you. If web training isn’t for you, BCUG/NAVUG also sponsors local User group chapters throughout the country. Chapter meetings are typically held on a quarterly basis and offer Users a chance to interact with other Users in their community. These local chapters provide information on functionality and give Users another avenue for discussing their challenges with Dynamics NAV. BCUG/NAVUG offers Users two annual conferences where Users can learn from experienced Users and seasoned consultants. The Focus conference is a two-day event that allows attendees to take a deep dive into critical functional areas of the software. The Summit conference is a four-day event that offers four-hour training classes the first day and hour-long sessions in days two through four that provide the attendees with tips and tricks on a broader range of functionality. Since joining BCUG/NAVUG, I’ve attended three Focus, one Forum, (the predecessor to Summit), and four Summit conferences. These conferences have been well-supported by the Partners and Microsoft as evidenced by the attendees they send to the conferences. At Summit, you can interact with others who work in similar businesses with similar job responsibilities and find out how they utilize the solution to resolve issues that perplex you. At Summit, you can discuss your challenges and opportunities with seasoned Users, 34 | BCUG/NAVUG Magazine

Partners, and Members of the original Navision training staff. Summit is for collaboration. We are there for each other, we are there to learn, and we are there to hear the success stories of others. We encourage all to learn, grow, and share. And after Summit is over, we look forward to implementing what we’ve learned, and we look forward to seeing each other again next year and sharing our new success stories. It is very common for attendees to reach out to their new acquaintances throughout the next year to collaborate on issues and opportunities. I hope to meet you at Summit. BCUG/NAVUG

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NAME THAT PHOTO

CONTEST

What sort of 1:1 conversations are these Focus attendees having in the hallway?

H1 2018 CONTEST WINNER Congratulations to Ramin Marghi with Catapult ERP for his caption submission below… “Look, Mark, it’s NAV in the cloud!”

Submit your caption by emailing Captioncontest@navug.com. The winning submission will be printed in the magazine’s next issue. H2 2018 | 35

t&t

TIPS & TRICKS

Six New Features in Microsoft Dynamics 365 Business Central story by Jared Hall, Microsoft

he October 2018 release of Microsoft Dynamics 365 Business Central brings new services and significant capabilities to drive the digital transformation of your business. This release brings improvements to the client experience, enabling on-premises deployments to take advantage of cloud services, expanding availability to additional markets, and a host of other features. In addition to these features, significant efforts have been put into hardening the service, providing improved resiliency, robustness, and performance across the application. Continue reading for highlights of Business Central’s October release.

Cloud, Hybrid, and On-premises Availability Business Central gets an on-premises deployment option that serves as a successor to Microsoft Dynamics NAV. This means that rather than a new version number for Dynamics NAV, Customers can get Business Central on-premises. The experience for Partners and Customers on-premises is no different from the familiar Dynamics NAV upgrades, except for the change in name. This is a convergence point for Dynamics SMB products. Going forward, they are all considered customers of Business Central in the cloud or on-premises, even if they are running differently branded products such as Microsoft Dynamics SL, Microsoft Dynamics GP, and older versions of Dynamics NAV.

The Intelligent Edge Microsoft continues to invest heavily in the intelligent cloud, bringing business intelligence, artificial intelligence, machine learning, and numerous other cloud productivity and analytics tools to the marketplace. Customers using on-premises solutions haven’t been able to easily take advantage of these services. With the October ’18 release of Business Central, we’re bringing the intelligent edge to several of our Dynamics SMB products. With

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the intelligent edge, you can seamlessly connect your on-premises solution to an instance of our intelligent cloud through Business Central. When the connection is made, we securely replicate your on-premises data to the intelligent cloud. You simply decide which companies you want to replicate, and then, within the main pages of your on-premises solution, we’ll deliver back actionable analysis and content. The intelligent cloud leverages solutions such as Power BI, PowerApps, Flow, and AI to provide insight and actionable messages, enabling your business to run even better.

High Productivity User Experience Get more work done with productivity features such as filtering of lists and totals and copy and paste. With a host of new keyboard shortcuts to accelerate your business tasks, and improved keyboard navigation throughout, Business Central is ready to support the diverse needs of your workforce. Get to your data faster with improved search for pages, reports, and Help documentation. Business Users get a fresh and modern experience in all main screens of Business Central. Whether you are accessing your data from the browser or the Windows 10 desktop app, you will experience a consistently smooth, intuitive, and modern interface

with Customers and manage health, troubleshooting, notifications, and sandboxes of the Customer tenant. The administration center provides a centralized view of the Customerâ&#x20AC;&#x2122;s tenant. The Partner will receive notifications of tenant events, such as upgrades, and can manage the notifications and upgrade settings from the administration center. The center also provides telemetry for the tenant, enabling the Partner to better troubleshoot issues.

Improved Visual Studio Code AL Experience We continue to improve the customization experience for Business Central. Be more productive when developing and troubleshooting extensions with new and improved developer tools, such as sandbox environments with production data, improved breakpoint support, better online Help, ability to trace raised events in a given User scenario, support for .NET Interop for onpremises deployments, extension support for enums, report data set and field groups, and more. These improvements make it easier to customize your Business Central tenant.

Making Business Central Available in New Markets

as you transition across role centers, lists, worksheets, transaction documents, or details pages.

Tenant Administration Business Central Partners manage the lifecycle of the tenant through the Dynamics 365 Business Central administration center. The administration center is the portal for VARs to engage

Business Central has a combined localization strategy inclusive of both Microsoft-led and Partner-led models.Â We continue to respond to Partner-led scenarios and anticipate additional countries being delivered via localization app extensions in Microsoft AppSource. Additionally, Microsoft will also deliver a localized version of Business Central in Iceland, Norway, and Mexico in this release. BCUG/NAVUG Jared Hall is a senior program manager at Microsoft and can be reached at Jaredha@microsoft.com.

H2 2018 | 37

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BC /N G/ UG VU CU BC G U A N G BC G B G/ UG VU AV BC B G/N U CU NA /N G UG UG CU B A G V /N G/ UG VU CU BC /N G/ AV NA B G G U AV U VU C BC /N G/ UG G U A N B G G U V A BC

Partner Showcase

Russ Gould

Bob Monio

Art Sarno

COMPANY Kofax

INTERVIEWEES Russ Gould, Vice President of Global Product Marketing Bob Monio, Director of Business Development Art Sarno, Product Marketing Director

PHONE 949-727-1733

WEBSITE www.kofax.com

NUMBER OF EMPLOYEES 1,500 in 30+ countries

HEADQUARTERS Irvine, California

FOUNDED 1985

38 | BCUG/NAVUG Magazine ofax is a leading supplier of software that automates and digitally transforms human and informationintensive processes across front and back office operations. The company’s financial process automation, robotic process automation, business process management, multichannel capture and other critically important capabilities enable rapid return on investment to more than 20,000 Kofax Customers in financial services, insurance, government, healthcare, supply chain, business process outsourcing, and other markets.

BCUG/NAVUG: Give us the rundown about Kofax. How did it all begin? Russ Gould (RG): Kofax was founded in 1985 as a software company, automating manual tasks for humans in a variety of ways. Today, we have a software install base of 20,000 Customers and more than 1,500 employees across 30+ countries. In 2017, private equity firm Thoma Bravo acquired both Kofax and ReadSoft to form Kofax. From a high level, we focus on helping our Customers with information capture, customer onboarding, robotic process automation, and financial process automation. ReadSoft Online helps Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central Customers automate financial or invoice processing.

BCUG/NAVUG: What is a bit of background on ReadSoft? Bob Monio (BM): In 2015, Microsoft decided to embrace a deeper sense of accounts payable (AP) functionality in Microsoft Dynamics NAV and recognized there was a critical component missing that they couldn’t provide out of the box. Instead of building it out themselves, they approached us to integrate our ReadSoft Online platform with Dynamics NAV 2016. Microsoft built the integration between Dynamics NAV and ReadSoft Online, providing invoice extraction as part of Dynamics NAV’s AP functionality. This capability became one of the hallmarks of the 2016 release. We worked closely with Microsoft to bring the release to market and have continued to be closely involved in the ongoing and future roadmap of AP within Dynamics NAV. Shortly thereafter, the precursor to Business Central—a cloud-based version of Dynamics NAV—became available. Because our platform was cloud-based, ReadSoft was simultaneously available on the Business Central platform.

BCUG/NAVUG: That paradigm shift to Business Central didn’t affect you guys too much then. How about your Customers? Were they waiting and willing to jump on that bandwagon? BM: Customers always focus on utilizing what they have already invested in. Dynamics NAV Customers have invested significantly in their Dynamics NAV environments and love the ease of use and benefits that they provide. Making a move to the cloud with Business Central was not viewed positively at first. However, as Microsoft has continued to focus on making the path to Business Central easy and cost-effective for Customers, they have increasingly been moving more and more of their operations and processes to Business Central. Back in 2015, ReadSoft Online was already running as a software-as-aservice (SaaS) on Azure. We like to think that the example provided by ReadSoft Online helped many Customers override their fears of moving to the Cloud such that it is helping to now accelerate Customer adoption of Business Central as well. The shift is happening.

Art Sarno (AS): That shift really aligns with our value proposition: low cost, subscription-based, and no programming; essentially configuration-driven solutions. I recently saw a discussion on the NAVUG™ Open Forum concerning a lack of customization in Business Central. Microsoft has developed best practices for User customizations that are non-invasive, so that Customer modifications won’t impact Users in a negative way when updating to a later version. It’s definitely the direction that SaaS applications are moving toward. BCUG/NAVUG: What sort of pains does ReadSoft Online solve for Dynamics NAV Users regarding accounts payable? AS: ReadSoft Online simplifies complex environments of mixed PO and non-PO invoices, different languages, and formats. The solution supports exception processing, configurable approval workflows, and invoice coding. A unique differentiator is the level of extraction rates we can attain. The goal is elimination of manual labor to attain straight-through processing wherever possible. Having faster invoice processing cycles and insight into the invoice process helps our Customers manage cash more effectively so they can benefit from early payment discounts from suppliers. Kofax is offering higher levels of intelligence through the introduction of artificial intelligence and machine learning. These capabilities can improve the entire process, and reduce costs, sometimes by as much as 80 percent. BCUG/NAVUG: What are you focusing on this year that Dynamics NAV Users should know about? AS: This is a very strategic area of business for Kofax. We offer 24/7 support, and our roadmap goes out 12 months for development and out two years for planning. We will also be looking to make advancements in invoice processing with more features like enhanced analytics and reporting, intelligent general ledger (GL) coding, full mobile access, and the ability to manage priority or escalation of workflow task assignments. This won’t involve coding or programming. It will all be available through configuration. In summary, we’re looking to offer Customers more control and usability. BCUG/NAVUG: What makes Kofax and its solution, ReadSoft, unique in the Dynamics NAV space? AS: The fact that we’re bundled into the solution is already a huge unique differentiation. Our close relationship with Microsoft makes it possible to offer the most up-to-date and usable solution for invoice processing in Dynamics NAV. BM: When Microsoft approached us, they wanted an easy-touse-and-engage invoice extraction capability as part of their AP

capabilities. Wanting a “faster time to wow,” ReadSoft helped them get there with Customers up and running and processing invoices in less than 10 minutes. For Customers, that is hallmark and a direct result of the architecture of ReadSoft Online’s SaaS capabilities—a result that Customers are seeing benefits from today. BCUG/NAVUG: Ten minutes? That’s impressive. Can you walk me through how that would go for a User? BM: Absolutely. From Dynamics NAV and Business Central’s OCR system admin area, Customers can initiate trial usage of ReadSoft. Once trial is selected, ReadSoft Online configures all the services necessary for the Customer, and they can begin to process invoices immediately—a process that can be done in less than 10 minutes. This is unheard of in the software world and one that we worked very closely with Microsoft to ensure. Microsoft and Kofax have been running training classes that help Customers understand how easily they can begin processing invoices in this manner as part of their AP operations. Some Customers do this without the training and are able to configure and begin processing on their own. RG: If Dynamics NAV Users want to learn about ReadSoft Online, they can learn, try, and buy right on our website. They can try out the product without installing and, if they wish to turn the trial into something more, they can buy right on the website as well (https:// store.readsoftonline.com/Solution/standard). BM: Yes, our microsite of product videos really helps Customers quickly understand the service. We are all about making things simple, easy, and quick: www.kofax.com/discover. BCUG/NAVUG: What are your favorite parts about the BCUG/ NAVUG community? BM: There is a passion that exists with the Customers I speak with at major events, on the phone, or even on the NAVUG Open Forum. It’s a defined passion for the work they’re doing, and Dynamics NAV is the tool they depend on. They are a very welcoming group of Users and Customers—it’s an absolute joy to work with them, every time. BCUG/NAVUG: Any final thoughts you would like to share with Business Central/NAV Users? BM: We’re here to help Customers unlock the value of their Dynamics NAV investments, and we are always interested in what you are doing with accounts payable. So please let us know if you have questions or comments about ReadSoft Online and how it can work for your company. We have a plethora of content available—either in webinars available on the NAVUG Recorded Webinar library, on our microsite, or in sessions at Summit and other conferences. We’re here to help Customers unlock financial process automation benefits. We look forward to hearing from you! BCUG/NAVUG

H2 2018 | 39

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H2 2018 | 41

feature

The Enterprise Resource Planning Training Gap: How to Bridge it

story by Kerry Rosvold, New View Strategies, BCUG/NAVUG User Member

ow often do we find that we are frustrated while figuring out how to effectively train our teams? As business leaders, we have the unique challenge of training adult professionals in specific role-based business processes when they are often already distracted with the tasks that need to be accomplished for their regular activities. As our ERP tools change, we need to understand how to train our teams to maximize the tools we already have with Microsoft Dynamics NAV. We also need to be ready with the skills necessary to use the next generation of tools like Microsoft Dynamics Business Central 365.

Defining Training Success

What does it look like when we are successful in training our teams? How can we know we have an effective plan that ensures they are current in their skills? You would essentially have teams that are: »» trained well enough to understand how to do their specific daily tasks »» educated enough to extend that knowledge and apply it to tasks they don’t normally do »» ready to use new technologies when they become available

Knowing the Need

Our teams may require additional training when we start to notice an increased number of errors, increased activity of processes necessary to correct errors, or increased effort to double-check or monitor

42 | BCUG/NAVUG Magazine

the processes. Also, more bottlenecks and delays could become apparent because only one person knows how to do a certain task, or it may be that you encounter some functions are being done outside of the system completely.

When to Train We often wait for big events, like a new system implementation, to schedule company-wide training. There are many more appropriate times we might want to train on a smaller scale. For instance, when we have new employees join our companies. But what about our current employees? If you are upgrading regularly, scheduling a round of training is a great time to refresh everyoneâ&#x20AC;&#x2122;s understanding of business processes and to help the team adapt to any new version features. If you donâ&#x20AC;&#x2122;t have an upgrade planned this year, make room for training by scheduling annual, quarterly, or even monthly training events to focus on specific areas. Creating pre-planned times for training sets the expectation with employees that they will attend and participate. It also sends the message that the company will continue to provide professional development opportunities. Spending regular time on training also gets them into the mindset that they can, and should, evaluate how they do things and encourages them to reach out for assistance to figure out how to manage the system in a better way.

Training Formats Choosing a training format will depend on what the learning culture of your company is like and how much you want to spend. If you find that employees are frequently interrupted or unable to focus on remote training, the best choice is to have on-site or classroom-based training. This can often be costly due to the expense of sending employees to a location to be trained or the cost of bringing an instructor on-site. The advantage is that adult learners often find it easier to focus on the training and therefore retain the material more effectively. This is also one of the more efficient training formats when teams need to be trained in many areas, which can take several days to complete. Remote training is often an effective alternative to classroom-based training if done properly. There are many tools available that make delivery of the training possible; however, there is one thing to specifically look for that will make the experience more valuable for your teams. Watch for trainings that incorporate hands-on time. Using ERP software is a hands-on activity, and the training to use ERP software should incorporate that. Make sure that it is given by a live instructor who will have ample time to interact with them. Remote training that is lecture-only will be one of the least effective ways for adult professionals to learn and should be avoided. Many companies offer standard training in either of these formats. What they have will be the most generic version, covering only the standard functionality of the software. This can often be the fastest way for your team experts to understand how the ERP works behind the scenes as they will need to be able to apply the principles of what they learned to your specific business.

H2 2018 | 43

The habits of learning are often lost when we don’t get to use them regularly, so training for adult learners needs to be a little different.

If your company made many customizations to the software or has very specific and complex business processes, you may want to engage a training company to do custom training. This will ensure that you control the agenda and define what the topics are to be covered. Additionally, the trainers should be able to accommodate any other special requests. Don’t be afraid to ask for any specific training you feel your employees may need to be successful. Professional trainers can easily learn your process to develop and deliver effective training for your team’s needs.

Types of training We can think about training as three different types: »» Role-based training – Training focused on the skills people utilize in the broader scope of their job and often categorized by the job title they hold. Training should include theoretical understanding of concepts behind the work as well as the execution of that work. Dynamics NAV training can lean heavily on the role center and profiles used by employees and will cover a broad range of job tasks accomplished in those roles. »» Business process training – Training focused on specific business processes in a certain area. This type of training is often only focused on the execution of work in a “how to” format. »» Refresher training – Often one of the most overlooked types of training that also has one of the highest returns on investment. Even with a robust training program, we can’t possibly retain 100 percent of what has been taught. We also tend to forget over time or even slip back into old habits. Refresher training gives us a chance to review basics and reinforce best practices to fill those gaps and make sure our team has all the tools they need.

Training adult learners for maximum retention For most of our employees, it’s been quite a while since they have attended school. The habits of learning are often lost when we don’t get to use them regularly, so training for adult learners needs to be a little different. Ultimately, the focus needs to be on making sure the learners fully grasp what they have learned so it can be immediately applied back at the office or warehouse. When looking for training resources, watch for companies that specifically advertise how they train adult learners. Hands-on exercises or a hands-on learning environment are a must as well as small student-to-instructor ratios. By understanding when our teams need training, the different types and formats of training available, and the needs of adult professionals, we can understand how to structure a training plan that gets our new employees up and running quickly and keeps our experienced team members sharp and ready to take on new challenges. BCUG/NAVUG Kerry Rosvold is a Microsoft Business Applications MVP, holds a master of business administration degree and a master of accounting and financial management degree, and is a Certified Dynamics Credentialed Professional. As an owner and active trainer and consultant for New View Strategies, she enjoys using her background as an experienced corporate controller to help companies increase the utilization of their business systems. She can be reached at Kerry@newviewstrategies.com.

44 | BCUG/NAVUG Magazine

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Register for your Dynamics NAV exam and get started on becoming a Dynamics Credentialed Professional! 46 | BCUG/NAVUG Magazine

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N B A G G B V V U U C C / / G N N U B G V /N G/ UG VU CU BC /N /N UG U CU C NA /N G UG U CU A /N G UG UG CU AV NA B G G U AV A B G AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ UG VU CU U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA B G G G G G U V A B U A N G U V C B / G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G UG U CU C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV BC B G/N N G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU AV /NA G B UG UG CU AV AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C B /N G/ U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG CU AV NA G G G U V A B U A N G U G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N G C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG VU AV B N B A G G B V V U C / / N B /N G/ UG VU CU BC /N G/N UG VU CU C NA /N G UG U CU A /N G UG UG CU AV NA G B UG AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B /N G U V C U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G B UG UG G G G U V A B U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG VU CU BC / C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC G B G/ UG N G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG UG CU AV A G V AV NA B G G U V A B G G UG VU AV BC B / G U AV BC B /N G U U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG CU AV /NA G G G U V A B U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC /N G/N UG V C A U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG VU AV BC B A G G B V V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA /N G UG AV NA B G G U AV A B G G UG VU AV BC B G/ G VU AV BC B U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G UG UG G G G U V A B U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG VU CU BC / C U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B G G/ UG G G B V A B V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG CU CU NA / A AV NA B G G U V A B G G UG VU AV BC B G/ G VU U VU C BC /N G/ UG VU CU BC /NA /N G U U C NA /N G G G U V A U A N G U BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N G/ UG V C U CU NA /N G UG UG CU AV /NA G B G UG U AV NA B B A G G V V /N G/ UG VU CU BC /N G/N UG VU CU BC /NA /N UG UG C AV NA B G G U AV A B G G UG VU AV BC B / B G V U C / N / U VU C B C N / G UG U G U A N G UG U CU A N G BC G B G/ UG VU AV BC B G/N G VU AVU BC B /N C U CU NA /N G UG UG CU AV /NA G B G UG U G VU AV BC B / G U V C B /N G G /N / / N / G U U C AV NA G B UG UG CU AV NA B G G UG AVU U VU C BC /N G/ UG VU CU BC /NA /N G U N A G U A G BC G B G/ UG VU AV BC B /N G VU VU U CU NA /N G UG UG CU AV /NA G B G V A B /N G/ UG VU CU BC /N G/N UG VU C AV NA B G G U AV A B G U VU C BC /N G/ UG VU CU BC G U A N G BC G B G/ UG VU AV BC B G/N U CU NA /N G UG UG CU B A G V /N G/ UG VU CU BC /N G/ AV NA B G G U AV U VU C BC /N G/ UG G U A N B G G U V A BC

MEMBER PROFILE

Humans of

MEMBER Garth Woods

COMPANY Marine Ingredients

JOB ROLE VP Information Technology

MEMBER SINCE 2015

When you’re not at work, what are you doing?

Mostly enjoying life with my wife and two sons, ages 2 and 7. I also spend quite a bit of time working outdoors on our property in northeastern Pennsylvania. Besides that, I also sometimes moonlight as a wedding photographer!

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

Aviation, without a doubt. I’m an instrument-rated private pilot, but my passion for flying is definitely hampered by the time and money issues.

What are some small things that make your day better?

Like most IT professionals, I get satisfaction from tasks accomplished, problems solved, and customers helped. A day that includes a few of each is a win for me, especially if no unexpected “fires” have broken out!

What do you think about Microsoft Dynamics 365 Business Central?

I’m excited about Microsoft’s roadmap and the progress they’ve been making over the last few years in developing complete business solutions. They are doing a good job amalgamating various software offerings in a cohesive way. The push to emphasize business tasks over software programs is clear and is reflected in the Microsoft Dynamics offerings.

I think Business Central is a compelling proposition for many companies looking for a relatively easy-touse and affordable ERP system. That said, companies that require a lot of customization or control over their ERP environment will want to carefully examine the limitations and constraints that come with this ease and affordability. It will be interesting to see how Microsoft balances the benefits of a multi-tenant, modular, cloud approach with these limitations.

What is your favorite thing about the NAVUG™ community?

NAVUG, as well as CRMUG® and PowerBIUG, are my go-to resources when I’m looking for help or want to uncover some tips and tricks to up my game with the systems I support within our organization. The selfless contributions from the volunteer community are really priceless. A big thanks to everyone who participates! By the way: My team really looks forward to the Summit conference every year. It’s not only a tremendous way to gain valuable insights that we take back to our company, but it’s also great to meet the folks who make up the NAVUG community.

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

H2 2018 | 47

WEBINAR

SPEED

READ Four Reasons Why Now Is the Time to Move to Business Central story by Ramin Marghi, Catapult, Partner Member

R amin Marghi is a seasoned accountant (CPA, CGA) and ERP consultant with experience on both the client and consulting side.

Skilled

finance/accounting,

reporting, and Microsoft Dynamics NAV, he pursues most activities with considerable enthusiasm—ask him how to make a great Power BI report, and he’ll be all too happy to indulge! He can be reached at Ramin@ catapulterp.com

f you’ve been curious about Business Central and its manufacturing capabilities, this release may delight you. If you’re wondering how Microsoft’s cloud ERP strategy supports customizations, keep reading. If you’re of the on-premises ERP variety and not interested at all in the cloud, it’s safe to say that the cons list of ERP in the cloud continues to shrink day by day. If, as an on-premises Customer, you are considering moving to Business Central, the good thing is that you have four great reasons why now is an opportune time to make the move: »» Cloud functionality is on par with on-premises. Microsoft has been plugging away to bring two separate products toward parity, rewriting the code of both versions to eventually merge as one. Effectively, except for limitations inherent with using a web-based application (i.e. limited copy/paste functionality), Microsoft Dynamics NAV and Business Central do the same thing now. »» Click and enable with apps. While not specifically new to Business Central, it is worth noting for those unaware that being cloud-based gives the product access to its own marketplace for apps–everything from payroll integrations to e-Commerce products to sales tax solutions, which is growing day by day. »» You can rethink your customizations. In the “old world”, customizations required a great deal of Partner intervention and made upgrades more difficult (i.e. costly). The new standard for implementing code changes (Extensions 2.0) has greatly simplified this process by moving the code to its own layer. Now, deploying customizations is as easy as installing an app. As a result, there is a great opportunity for on-premises Customers to re-imagine their customizations and needs in this context. »» Get started easily. In addition, a new feature called assisted setup brings a wizard-driven approach to configuration that makes setting up your company as simple as walking through a few on-screen instructions. This means that you can easily test and roll out changes, which makes design and UAT simpler. What should you be thinking about when making the move? First, evaluate which customizations you have in place that can be replaced by extensions in this new world. If you’re on an unsupported version of Microsoft Dynamics NAV (2013R2 and below), you will likely want to consider a re-implementation, so this is a great time to revisit not only your customizations, but also your data. Secondly, evaluate your Partner’s skills around cloud services. As knowledge of Power Apps, Flow, Power BI, and other cloud services becomes a more fundamental part of what it takes to run Business Central successfully, it’s important that your Partner’s skills are up to snuff. Furthermore, as new functionality is released (like the recent ADP Workforce Now and Business Central partnership), and more strategic acquisitions take place from Microsoft, you will need a forward-thinking Partner that can help you leverage these newer tools. While I certainly can’t count clairvoyance as a marketable skill, it’s impossible not to sense great things on the horizon for this 30+ year old product and the growing excitement and promise that this evolution in the lifecycle of Microsoft Dynamics NAV brings. BCUG/NAVUG This webinar speedread is a summary of the tips and tricks shared in “Making the Move to Business Central”, delivered by Ramin Marghi. Members may view the full webinar recording at www.navug.com/ engage/recordings (search by title name).

48 | BCUG/NAVUG Magazine

The List MOBILE Solutions at your fingertips

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

Table of Contents Industry.......................Page 50 Horizontal....................Page 53 Services.......................Page 58

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

Industry Aerospace

Cross Industry Solution

INDUSTRY

Apparel/Footwear TRIMIT www.trimit.com â&#x20AC;˘ 004570208970 TRIMIT Fashion Solves apparel & fashion industry challenges from design to delivery. ERP & Ecommerce. 28+ years of experience & 400+ happy customers worldwide.

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

Consumer Packaged Goods

Automotive

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

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

Building Materials Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Chemicals

www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple. HighJump www.highjump.com â&#x20AC;˘ 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more. Lanham AssociatesÂŽ www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, Compliance, VAN, ASN, Shipping, Carrier Manifest, Labels, Bar-Coding, WMS, Forecasting & Replenishment. Seamless simplicity. Your single source for supply chain solutions/services. 120,000+ users worldwide. Lanham AssociatesÂŽ www.lanhamassoc.com 678-379-4200 ext. 105 Lanham EDI Lanham EDI, enables in-house control or a managed service. Total solution, AS2 and VAN, for lowest cost of ownership. Seamless simplicity inside NAV/D365 BC. More documents and users than any other provider.

KEY:

D365 Customer Engagement/CRM

50 | BCUG/NAVUG Magazine

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

Dynamics AX

Dynamics GP

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

Data Masons Software Sana Commerce

ACOM Solutions, Inc.

www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies better serve shared services. Gain from our experience! Datahaven for Dynamics www.datahaven4dynamics.com â&#x20AC;˘ 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

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

DocStar www.docstar.com â&#x20AC;˘ 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes. Elevate HR, Inc. elevate-hr.com/ â&#x20AC;˘ 973-917-3230 Elevate HR Active Directory Integration (Azure & On-Prem) for Dynamics 365 & AX Auto create, sync, disable AD accounts for Employees, Vendors, Customers

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Journyx Inc. www.journyx.com â&#x20AC;˘ 800-755-9878 Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project accounting functionality with data validations, multi-approval levels, accrual calculations & more. Nodus Technologies, Inc. www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric A web-based customer payment portal that automates A/R, improves cash flow, and provides security and convenience to you and your customers. Optional recurring/subscription billing, AutoPay, and payment plan modules. Solver www.solverglobal.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Available in cloud and on-premise. Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Equipment Rental and Leasing

SYCOR AMERICAS Inc. www.sycoramericas.com â&#x20AC;˘ 412-788-9494 Sycor.Rental Microsoft Dynamics 365 with fully embedded rental functionality. Sycor. Rental extends Microsoftâ&#x20AC;&#x2122;s flagship ERP solution with rental capabilities, giving you full control of your entire operation from one solution.

Food and Beverage

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

Online Trial Available

Mobile Enabled

Government Contracting DATABASICS, Inc.

www.bhsolutions.com â&#x20AC;˘ 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365

Horizons International www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds. Lanham AssociatesÂŽ www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Built inside your system. More than 120,000+ users worldwide. Sana Commerce www.sana-commerce.com â&#x20AC;˘ 646-362-0432 Sana Commerce Through 100% seamless integration, our e-commerce solution leverages existing ERP business logic and data in powerful, user-friendly web stores.

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

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

Pacejet www.pacejet.com/erp/microsoft/ microsoft-ax/ â&#x20AC;˘ 877-722-3538 Pacejet Enterprise Shipping Software for Microsoft Dynamics 365 Finance and Operations and Microsoft AX Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one platform. Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs. Sana Commerce

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

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

High Tech and Electronics Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Home Furnishings

TRIMIT www.trimit.com/ â&#x20AC;˘ 004570208970 TRIMIT Furniture Solves furniture industry challenges from design to delivery. ERP & Ecommerce. 28+ years of experience & 400+ happy customers worldwide.

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

Manufacturing

StockIQ Technologies www.stockiqtech.com â&#x20AC;˘ 720-420-7946 Intelligent Supply Chain Planning Inventory planning & analytics, forecasting, promotion planning & multi-site replenishment designed for Distribution, and Manufacturing. TrueCommerce www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Vicinity Manufacturing

k-eCommerce

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

D365 Customer Engagement/CRM

www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment. Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

H2 2018 | 51

INDUSTRY

Blue Horseshoe

Wolters Kluwer

INDUSTRY

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

Non-Profit Organizations

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

Retail

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

ChargeLogic www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Retail Retail point of sale integrated with NAV. Chip & PIN ready. US & Canada.

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

k-eCommerce www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment.

Software Manufacturers Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Telecommunications

FASCOR www.fascor.com â&#x20AC;˘ 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs. HighJump www.highjump.com â&#x20AC;˘ 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more.

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

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

Insight Works www.dmsiworks.com â&#x20AC;˘ 866-440-7543 Shop Floor and Warehouse Mobile Data Collection Barcode data & scanning, tracking time, attendance, materials, & inventory handled seamlessly within our modules for Dynamics NAV. Lanham AssociatesÂŽ www.lanhamassoc.com 678-379-4200 ext. 105 ACE WarehousingÂŠ Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration.

Next Generation Logistics, Inc.

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

KEY:

D365 Customer Engagement/CRM

52 | BCUG/NAVUG Magazine

Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail. Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.

Dynamics AX

Dynamics GP

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

Warehouse Management

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

Dynamics NAV

D365 Unified Operations/AX

Tasklet Factory www.taskletfactory.com â&#x20AC;˘ +45 72 332 000 Mobile WMS for Microsoft Dynamics AX/ NAV/365BC/365FO Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offline mode that integrates with standard Microsoft Dynamics AX/NAV/365 Business Central/365 for Finance and Operations.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

TrueCommerce Pacejet www.pacejet.com/erp/microsoft/ microsoft-ax/ â&#x20AC;˘ 877-722-3538 Pacejet Enterprise Shipping Software for Microsoft Dynamics 365 Finance and Operations and Microsoft AX Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one platform. Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs.

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

Horizontal Accounting

Business Intelligence

Commissions

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

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

Budgeting

Affordable Care Act Reporting Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around ACA reporting a non-issue by tracking eligibility year-round and automatically generating, printing and e-filing Form 1095-C/ 1094-C.

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

Analytics

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

Halo BI

Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Commissions Adv Commissions is flexible and handles complex commissions. Commissions can be calculated based on many criteria and can be paid at invoice, upon payment or periodically. It can be used in SO, Projects, AR & AP.

HORIZONTAL

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

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

Compliance

Jet Reports

Arbela Technologies

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

www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Audit & Security Manager Audit Security Manager addresses security management, audit compliance & reporting. Reduce your time to prepare for audits & manage security. Gain from our experience!

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

Arbela Technologies

Binary Stream www.binarystream.com/GP-ARED 604-522-6300 Advanced Revenue and Expense Deferral (ARED) Efficiently and quickly receive payments from customers and gain control of your revenue and expense deferrals. Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around ACA reporting a non-issue by tracking eligibility year-round and automatically generating, printing and e-filing Form 1095-C/ 1094-C.

www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value. KEY:

D365 Customer Engagement/CRM

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

H2 2018 | 53

Credit Card/Check Processing Century Business Solutions

StockIQ Technologies

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

Century Business Solutions

HORIZONTAL

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

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

Distribution Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

KEY:

D365 Customer Engagement/CRM

54 | BCUG/NAVUG Magazine

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

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

Document Management Datahaven for Dynamics

Blue Horseshoe www.bhsolutions.com â&#x20AC;˘ 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365 FASCOR www.fascor.com â&#x20AC;˘ 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs. HighJump www.highjump.com â&#x20AC;˘ 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more.

www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

ChargeLogic www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Connect PCI-certified e-commerce payments & orders. Click-to-Pay Invoicing.

Pacejet www.pacejet.com/erp/microsoft/microsoft-ax/ 877-722-3538 Pacejet Enterprise Shipping Software for Microsoft Dynamics 365 Finance and Operations and Microsoft AX Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one platform. Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs. Sana Commerce

Metafile Information Systems, Inc. Lanham AssociatesÂŽ 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.

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

EDI

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

Dynamics AX

Dynamics GP

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

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

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

Mobile Enabled

Field Service Management Lanham AssociatesÂŽ www.lanhamassoc.com 678-379-4200 ext. 105 Lanham EDI Lanham EDI, enables in-house control or a managed service. Total solution, AS2 and VAN, for lowest cost of ownership. Seamless simplicity inside NAV/ D365 BC. More documents and users than any other provider.

Lanham Services help@lanhamservices.com â&#x20AC;˘ 928-846-4909 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.

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

HR Management

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

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

Corporate Renaissance Group

www.employee-performance.com 877-711-0367 ext. 286 CRG emPerform | Online Employee Performance Management Award-winning employee performance management for Microsoft Dynamics users. Online performance reviews, 360Â° assessments, goal management, succession planning, pay-for-performance, reporting & year-round feedback.

Datahaven for Dynamics www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Expense Solutions

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

KEY:

D365 Customer Engagement/CRM

Nodus Technologies, Inc.

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

Multi-Entity Management Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies better serve shared services. Gain from our experience!

Payables Enhancement

ACOM Solutions, Inc.

FourVision HR Plus www.fourvision.com/ â&#x20AC;˘ 914-873-0040 FourVision D365 for Talent Extensions FourVision Talent Apps extend the D365 for Talent providing a full HCM solution. Example apps include Timesheets Plus, Leave & Absence, Employee Self Service, HR Document Mgmt and much more.

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

www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric A web-based customer payment portal that automates A/R, improves cash flow, and provides security and convenience to you and your customers. Optional recurring/subscription billing, AutoPay, and payment plan modules Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

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

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

Job Costing Metafile Information Systems, Inc.

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

H2 2018 | 55

HORIZONTAL

Electronic Document Delivery (Email)/Faxing

Century Business Solutions

Manufacturing Enhancement

Payroll Enhancement Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around ACA reporting a non-issue by tracking eligibility year-round and automatically generating, printing and e-filing Form 1095-C/ 1094-C.

Portals

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

HORIZONTAL

Procurement Management Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

Quality Control

Arbela Technologies

Horizons International

Avalara, Inc.

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

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

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

Reporting

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

Purchase Order Processing Enhancement Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

KEY:

D365 Customer Engagement/CRM

56 | BCUG/NAVUG Magazine

Security

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

Arbela Technologies

Lanham AssociatesÂŽ www.lanhamassoc.com/ â&#x20AC;˘ 678-379-4200 NEW: E-Ship Seamlessly simple shipping inside NAV/ D365 BC. Ship from sales order thru manifest. Carriers, packing, labeling, BOL, LTL. Automatic ASNs.

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

Sales Order Processing Enhancement

Elevate HR, Inc.

Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

elevate-hr.com/ â&#x20AC;˘ 973-917-3230 Elevate HR Active Directory Integration (Azure & On-Prem) for Dynamics 365 & AX Auto create, sync, disable AD accounts for Employees, Vendors, Customers.

Mergetool.com www.mergetool.com â&#x20AC;˘ 678-666-2100 NAV Easy Security from Mergetool.com Security tool that lets you set up security in a few hours. Adds Field Level and Data Security to NAV, so you can stop users from seeing or changing individual fields and actions in pages or see critical data.

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

ChargeLogic www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Shipping Accurate rate quotes. Built in NAV. UPS, FedEx, USPS, DHL, & TNT.

Receivables Enhancement

Project Accounting

Journyx Inc.

Shipping/Manifesting

Sales Tax

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Supply Chain Management

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

Online Trial Available

Mobile Enabled

Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value. ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ Top Award winning, enterprise supply chain software for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of advanced innovations. (WMS, MES, MRP, WCS, IIoT, Shop Floor & more).

Lanham AssociatesÂŽ www.lanhamassoc.com/ â&#x20AC;˘ 678-379-4200 Inbound Container Tracking Creates and tracks containers to update expected receipt dates and quantities of actual inbound inventory items based on ASNs or spreadsheets from the manufacturer.

Lanham AssociatesÂŽ www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Built inside your system. More than 120,000+ users worldwide.

Warranty and Claims Management

Time and Attendance

DATABASICS, Inc. Blue Horseshoe

Slimstock

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

www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple. FASCOR www.fascor.com â&#x20AC;˘ 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

Tax

Workflow / Notifications Datahaven for Dynamics www.datahaven4dynamics.com â&#x20AC;˘ 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

DocStar www.docstar.com â&#x20AC;˘ 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes. ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.

Travel Expense Management

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

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

D365 Customer Engagement/CRM

www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization. Microsoft partner since 2004. ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

Lanham AssociatesÂŽ www.lanhamassoc.com/ â&#x20AC;˘ 678-379-4200 NEW: E-Ship Get critical EDI 852 information from the retailerâ&#x20AC;&#x2122;s POS data. Understand the retailersâ&#x20AC;&#x2122; position in each store, analyze sales, respond to actionable alerts. Use with/without Lanham EDI or Lanham Demand Planning.

KEY:

DATABASICS, Inc.

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Workflow Email Client Adv. Workflow Email Client allows you to approve, reject or redirect workflows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. Workflow is required. Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Workflow Adv Workflow enables workflows to launch automatically on defined criteria or events. Includes 50+ predefined Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process. Online Trial Available

Mobile Enabled

H2 2018 | 57

HORIZONTAL

Data Masons Software

Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user. Generated claims can be tracked and managed.

Services HR & Payroll Implementation & Consulting

Sales Tax Management Service

Marketing Planning & Services

The Partner Marketing Group www.fourvision.com/ â&#x20AC;˘ 914-873-0040 FourVision D365 for Talent Extensions FourVision Talent Apps extend the D365 for Talent providing a full HCM solution. Example apps include Timesheets Plus, Leave & Absence, Employee Self Service, HR Document Mgmt and much more.

Managed Services

Optimum

Avalara, Inc.

FourVision HR Plus

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

Training

www.optimum.co.uk â&#x20AC;˘ 877-406-6078 Microsoft Dynamics EndUser Training Solutions Optimum design, develop & deliver bespoke Microsoft Dynamics end-user training programs for implementation & upgrade projects around the world.

Upgrades

Tornado Marketing, Inc.

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

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

Member Organizations Lanham Services help@lanhamservices.com â&#x20AC;˘ 928-846-4909 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.

ERP Software Blog 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

Social Media

Marketing Monarchs

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

www.marketingmonarchs.com/ â&#x20AC;˘ 6172566178 Social Media Services Social Media Marketing bureau that works with partners to: overcome their digital marketing challenges, leverage the power of social platforms, maximize their social footprint, and ultimately drive more leads.

Lanham Services help@lanhamservices.com â&#x20AC;˘ 928-846-4909 Upgrades Did you know you can upgrade your Lanham functionality without upgrading your NAV version? You can! Merit Solutions, Inc. www.meritsolutions.com/upgrade-me/ 630-614-7133 Upgrade365 Upgrade365 enables Microsoft Dynamics AX 2009 and 2012 users to more quickly and cost-effectively upgrade to Microsoft Dynamics 365 for Finance and Operations.

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KEY:

D365 Customer Engagement/CRM

58 | BCUG/NAVUG Magazine

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

YOUR SINGLE SOURCE FOR SUPPLY CHAIN SOLUTIONS AND SERVICES

SUPPLY CHAIN FOCUSED – Only supply

PROTECTED INVESTMENT – Seamless

chain and only in D365 Business Central and NAV.

solutions designed for each other that grow with you.

ALL YOUR DATA IN YOUR BUSINESS

SERVICES – From process recommenda-

SYSTEM – At your fingertips with the

tions to direct support, we’re here for you.

interface you know.

678-379-4200 • Lanhamassoc.com

928- 846-4909 • Lanhamassoc.com

SUPPLY CHAIN IS COMPLEX, BUT DEALING WITH THE LANHAM PRODUCTS DOESN’T HAVE TO BE Lanham Services works directly with customers: USING AN OLD VERSION OF E-SHIP/EDI?

NEED TO ADD AN EDI TRADE PARTNER?

• Upgrade Lanham’s code without upgrading NAV

• We can get you up and running quickly

• We do the majority of our upgrades for a fixed fee

WONDERING ABOUT DIRECT SUPPORT?

PREFER DISCOUNTED UPS RATES IN E-SHIP?

• Get your answers from the Supply Chain Experts

• Calculate rates based on your UPS discounts • It’s quick and inexpensive to implement

Engage Lanham Services Today!

Help@lanhamservices.com • 928.846.4909 • 30 S. Acoma Blvd. Unit 206, Lake Havasu City, AZ 86403