2015 Q2/Q3 - NAVUG Magazine by Dynamic Communities, Inc

Q2/Q3 2015

WWW.NAVUG.COM

Mobile First TAKING ANYWHERE, ANY DEVICE TO THE NEXT LEVEL

Warehousing Mobility WHAT YOU NEED TO KNOW

It’s Not “If” but “What”

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Datahaven enabled our A/P group to avoid increasing headcount despite a 3-fold increase in transaction volume. Victor Dierckson, IT Manager Talking Rain Beverage Co.

Datahaven4.com +1.757.222.2000

In Every Issue

contents Q2/Q3 2015

www.navug.com

Tweet It! What is your favorite volunteer activity in the NAVUG™ community? Share your thoughts on Twitter #NAVUG.

Q2/Q3 2015

WWW.NAVUG.COM

Mobile First TAKING ANYWHERE, ANY DEVICE TO THE NEXT LEVEL

Warehousing Mobility WHAT YOU NEED TO KNOW

It’s Not “If” but “What”

5 7 8 10 13 18 19 23 29 41 44 45 52 53 54 55

From the Director Events Meet Your Peers Chapter News Welcome to Our New Members As Seen on the Web On Topic Academy Corner Word Find Focus on Education What’s New on Collaborate Name That Photo Contest Spotlight on…Jeane N. Meade Member Connection Find the Logo Contest The NAV List, from The Partner Channel

Features Advertiser Index

User Member Showcase Industrial Revolution

16 20 24

Becoming “Mobile First, Cloud First”

26 30 34

Warehouse Management: The Move to Mobile

Success With Mobility for Microsoft Dynamics NAV Why YOU Should Attend NAVUG Summit 2015

Lanham Associates . . . . . . . . . . . . . . 68

40 42

Mergetool.com . . . . . . . . . . . . . . . . . . 50

Industry Showcase Wholesale Manufacturing

47 48 51

The Power of Field Service

ABC Computers, Inc. . . . . . . . . . . . . . 15 Altec . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Beck Consulting . . . . . . . . . . . . . . . . . . 6 Datahaven. . . . . . . . . . . . . . . . . . . . . . . 2 DynamicsPath . . . . . . . . . . . . . . . . 4, 52 Equisys, Inc. . . . . . . . . . . . . . . . . . . . . 33 Greenshades Software . . . . . . . . . . . 28 Jet Reports . . . . . . . . . . . . . . . . . . . . . 22 k-eCommerce . . . . . . . . . . . . . . . . . . . 12

Microsoft Convergence . . . . . . . . . . . 32 NAVUG Summit 2015 . . . . . . . . . . . . . 39 Next Generation Logistics, Inc. . . . . . 38

It’s Not “If” But “When” to Make Mobile First Microsoft Member Showcase Tom Blaisdell Warehousing Mobility: What You Need to Know ISV Partner Member Showcase Dynamics NAV Addons

Virtual Town Hall with the Microsoft Dynamics NAV Product Team

Chapter Sponsor Showcase The Journey to Microsoft Dynamics NAV 2015 Q2/Q3 2015 | 3

Simplify the process for sending NAV documents via email or fax. Supports all sales, purchasing and service management documents. Send customer statements, electronic payment remittance advices and payroll stuEs. &onÀgure sending rules Ey Customer/Vendor, with support for Terms and Conditions sheets and other attachments (engineering drawings, brochures). Set up templates with merge Àelds and rich formatting. Simply send it.

Add new capabilities and controls to NAV dimensions. Limit options for one dimension based on the selection of another dimension (subsets). Automatically populate related dimension values. Set up multiple legal entities in a single NAV company for full transaction visibility. Synchronize dimension values with master records (eg. Customer dimension or Item Category dimension). Filter your General Ledger by all 8 global dimensions. 6LPSO\ GHÀQH LW

Identify and handle budget overruns before they happen. ConÀgure posting rules to block or notify designated users when budget overruns (by dimension if desired) occur. 5eceive notiÀcations forbudgets approaching their limits for any speciÀed period. 8se preposting budget checks to identify problems up front. Turn on encumbrance posting to include outstanding purchase orders in budget comparisons. Eliminate surprises. Simply control it.

55 King Street West, Suite 700 | Kitchener, Ontario | N2G 4W1 PH: 519.594.0133 | info@dynamicspath.com

www.dynamicspath.com

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letter

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

Getting – and Staying – Connected

aving Microsoft Dynamics NAV on your tablet or phone makes it

easy to take the oﬃce with you. As such, we wanted to equip you for enjoying your out-of-the-oﬃce time this season with some education, insight, and examples of how our Members are leveraging the fast-

evolving architecture of our solution. I think we’re just scratching the surface: I’m guessing that the next version of Microsoft Dynamics NAV, planned for release in Q4, will contain even more leaps forward to enable the application wherever you are. And where better to see the latest and greatest with Microsoft Dynamics NAV, including the new version? That’s easy: At the eighth annual NAVUG™ Summit in October. We’re even working on having hands-on opportunities with the mobile interface right in the ABC Computers Hub. Pretty cool, huh? Speaking of Summit, we’ll be awarding our ﬁrst-ever NAVUG All Star Awards at the conference. These prestigious awards will recognize those in our community who are truly passionate about Microsoft Dynamics NAV and have shown a deep commitment to helping others in the community. Watch your NAVUG Boost email for details and nomination info. Speaking of Member recognition, we recently started two other programs: Get to Know Our

Mark Rhodes

New NAVUG Members, a monthly highlight of those new to the community, and Meet Our NAVUG Community Leader, a monthly feature honoring one of your fellow Members who was especially helpful to others in the community. If you’re newer to the community, it won’t take you long to realize that we have an incredible group of Microsoft Dynamics NAV Users and Partners here, and we can’t ever do enough to recognize them. I wish you safe travels and treasured moments with family and friends in the next couple of seasons, and I look forward to seeing you at Summit in Reno, Nevada for an incredible opportunity for deep learning and valuable networking. In honored service of your community,

Mark Rhodes NAVUG Director

Q2/Q3 2015 | 5

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Connect to the largest full-service EDI cloud platform and get back to growing your business. SPS Commerce and bcPacknShip streamline your EDI and shipping processes: )OH[LEOH DQG VFDODEOH FORXG EDVHG VROXWLRQV (DV\ WR XVH VROXWLRQV WKDW UHGXFH PLVWDNHV IRU DQ\ VL]H EXVLQHVV DQG FKDUJHEDFNV &KRRVH WKH GRFXPHQWV \RX ZDQW LQWHJUDWHG $FKLHYH (', FRPSOLDQFH LQ GD\V

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Conserve your IT resources and let us manage your complicated retailer requirements. Visit spscommerce.com to learn more.

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

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

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events sessions meetings courses

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

NAVUG Academy PreConference Training

Chapter Meetings

October 12-13, 2015 | Reno, Nevada www.navugsummit.com/event/academy-training

August 20 Great Lakes

NAVUG Summit 2015

August 26 Denmark

October 13-16, 2015 | Reno, Nevada www.navugsummit.com

September 2 Minnesota | St. Paul

August 18 United Kingdom August 21 Northern California

September 10 Northeast September 24 Sweden

Academy Courses

November 13 Northern California

August 19 Academy - Greater Optimization of Finance Features in Microsoft Dynamics NAV 2015

November 19 Denmark

August 21 Academy - Microsoft Dynamics NAV Development Series-Reports

December 10 Northeast

September 16 Academy - Financial Reporting Using Account Schedules in Microsoft Dynamics NAV 2015 September 18 Academy - Microsoft Dynamics NAV Development Series-Reports II October 23 Academy - Microsoft Dynamics NAV Development Series-Design Patterns November 13 Academy - Microsoft Dynamics NAV Development Series-Building Tools November 18 Academy - Month-End, Year-End, and Budgeting in Microsoft Dynamics NAV 2015

November 26 Sweden

Webinars August 19 Take Ten 10@10: VBA Tricks with Microsoft Excel August 26 Take Ten 10@10: Using the Hyperlink for Dashboards August 27 Shop Floor Controls - Part 2 September 2 Take Ten 10@10: It’s a Surprise! November 11 NAVUG Membership Beneﬁts Overview & Orientation

December 11 Academy - Microsoft Dynamics NAV Development Series-Upgrades

Q2/Q3 2015 | 7

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

peers meet your navug peers

NAVUG™ is fortunate to have a large number of new track leaders who are devoting time and energy to making NAVUG Summit 2015 a fantastic experience for the User community. You’ll hear from some of them about what they’re presenting and what they’re looking forward to with regard to NAVUG Summit.

Anthony Darden COMPANY Protective Industries, Inc. (Caplugs) TITLE director of IT EMAIL Anthony.darden@ caplugs.com

What topic will you present at NAVUG Summit 2015? I have three sessions: Web Services 101 – Connecting the World to Your Microsoft Dynamics NAV, Why We Upgraded to Microsoft Dynamics NAV 2015, and Why Executive Buy-in is More Important than Ever. What is one thing you’re looking forward to with being a presenter? Meeting new people and engaging attendees on the topics I cover. As passionate as I am about the content I speak about and feel I have a solid understanding of, I know I will learn new things from the audience and sharing experiences around the room. What is one thing you’re nervous about being a presenter? I always worry about equipment malfunctions. Last year, I learned the hard way that you don’t accept system updates when attempting to reboot your computer. And I should know better being a part of the IT community! I was 10 minutes late starting my presentation.

Meenakshi Singh COMPANY Home Market Foods Inc.

What topic will you present at NAVUG Summit 2015? Business intelligence (BI) and reporting

TITLE ERP system analyst/ project manager

What is one thing you’re looking forward to with being a presenter? Sharing knowledge with my peers and helping out more in the community.

EMAIL Msingh@ homemarketfoods. com

What is one thing you’re nervous about being a presenter? Being able to connect with the audience and cover the material within time assigned.

8 | NAVUG Magazine

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peers meet your navug peers

Mike Persichini COMPANY Advanced Business Systems, LLC

What topic will you present at NAVUG Summit 2015? BI and reporting

TITLE operations manager

What is one thing you’re looking forward to with being a presenter? I am looking forward to collaborating with the other track leaders and helping to provide a rewarding NAVUG Summit experience for our attendees.

EMAIL Mike@adv-usa.com

What is one thing you’re nervous about being a presenter? I am most nervous about presenter coordination and last-minute changes that will need to occur.

Peter Willemse COMPANY e-Con Solutions USA LLC TITLE CEO EMAIL Pwillemse@econsolutions.com

What topic will you present at NAVUG Summit 2015? I will be presenting the scenarios in which Customers can best implement Microsoft Dynamics NAV, and in which international scenario they can best implement Microsoft Dynamics AX. What is one thing you’re looking forward to with being a presenter? Meeting many peers and sharing a lot of knowledge and experience with people with the same passion for Microsoft Dynamics NAV. What is one thing you’re nervous about being a presenter? Spilling a Coca-Cola on my white shirt just before the presentation.

Q2/Q3 2015 | 9

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V A N U V A N G U V A N G U V A N G U VU AV NA N G U G U V A N G N N G U V A N AV NA G N UG VU AV NA N G UG VU AV NA N G UG VU AV NA G N UG VUG AVU AV N G N UG VU AV NA N G UG VU AV NA G N G UG VU AV NA U VU AV NA G N UG VU AV NA N G UG VU AV NA N G UG VU AV NA N G U AV AV N G N UG VU AV NA N G UG VU AV NA N G UG V G G U A G U V A N G U V A N U V A N N V N G N UG VU AV NA N G UG VU AV NA G N G UG VU AV NA G N UG VU AVU NA N G UG VU AV NA N G UG VU AV NA G N UG UG AVU AV NA AV A N G U V A N V A N G U V A N G U V A N G U V A N U G U V A N G U VU AV NA G N UG VU AV NA N G UG VU AV NA N G UG VU AV NA G N UG VU AV NAV N G N UG VU AV NA N G UG VU AV NA G N G G G U A G U V A N G U V A N U V A N N V N G N UG VU AV NA N G UG VU AV NA G N G UG VU AV NA G N UG VU AVU NA N G UG VU AV NA N G UG VU AV NA G N UG UG AVU AV A N G U V A N V A N G U V A N G U V A N G U V A N G U V A N G U VU AV NA G N UG VU AV NA N G UG VU AV NA N G UG VU AV NA G N UG VU AV NAV N G N UG VU AV NA N G UG VU AV NA G G G U A 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Life is sunny in the NorCal chapter of NAVUG™, with Matthew McGinley, IT director for San Francisco Bay Coffee, reporting in that 20 to 30 Members are active participants in the chapter. So far this year the group has covered upgrades, reimplementation paths, and business Intelligence (BI) topics at two great locations: the Public Library of Science in San Francisco and Rocket Farms in Half Moon Bay. “Great participants, presenters, and locations!” says Matthew. “The NorCal Members have been really spoiled with beautiful locations. At this last meeting, we had three Members present on BI. We were taken through definitions around BI, BI selection processes, implementations, and design, and we were able to see two demos of products that were implemented. We then finished with a tour of the robotic greenhouses at Rocket Farms.” “At all these meetings, we are able to meet a great group of people, discuss ideas, smile, laugh, and learn. I truly feel honored to be part of this special group!” adds Matthew.

10 | NAVUG Magazine

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Emerging Chapter

NorCal

Chapter Leader Matthew McGinley IT director (aka “IT Guy” and “Chief Propeller Head”) San Francisco Bay Coffee / Rogers Family Co. | JBR, INC. Mmcginley@rogersfamilyco.com

Chapter Highlights

»» Near NorCal? Save August 21 and November 13 on your calendar as the next two meeting dates.

»» Topic ideas for future meetings include warehouse management, manufacturing execution (planning, routing, WorkCentre, and more), forecasting and budgeting, interfacing external applications with Microsoft Dynamics NAV, project management, and more!

»» The group’s first meeting in August 2014 was held at The Hess

Collection in Napa. In Matthew’s words, “what could go wrong at a winery?”

Leadership Highlights

»» Meets quarterly based on suggested topics from Members

»» Has grown to 57 Members after just six months

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

Silverware Announces Merger with Gilbert & Associates

Silverware, a Phoenix-based Microsoft Dynamics NAV Partner, recently announced its merge with Seattle-based Gilbert & Associates. Both companies provide accounting software, business solutions, and services to retail and manufacturing clients throughout the United States. The companies will now operate under the Silverware name. “We have known Hub Gilbert and his team for more than 20 years, and during that time we have collaborated on many client projects,” explains Sara Silver, founder of Silverware. “The decision to join forces makes good sense, as it enables us to better support our current clients and expand our services.” The combined organization will now be 22 people strong and will maintain operations in both Phoenix and Seattle. The new organization will offer greater bandwidth to serve clients and provide access to Microsoft Dynamics NAV experts with a wide variety of skills and expertise.

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Silverware

Announces Merger with

Gilbert & Associates “Coming together, we will adopt the best practices from both firms to create an organization that is even better positioned to ensure our clients’ success,” says Hub Gilbert, president of Gilbert & Associates. As a result of the merger, Silverware will have the resource depth to stand on its own and will discontinue its affiliation with the SBS Group. All support services for software and financial management will remain. Customers can contact the Phoenix office at 480-423-8324 and the Seattle office at 206-285-4348.

“Coming together, we will adopt the best practices from both firms...”

Q2/Q3 2015 | 11

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

members welcome to our new members

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

Welcome to one of our newest Members...

New NAVUG User Members Aarstiderne A/S Alliance Concrete Pumps inc Arkil A/S Baden Sports Busch Systems International Inc Celartem, Inc. dba Extensis Columbus Vegetable Oils Commercial Creamery Corus360 DIgitek Computer Products Exclusive Fabrics & Furnishings Fuji Vegetable Oil Genesys Networks Inc. Great Day Improvements Great Northern Equipment H & N Group, Inc. Harris Woolf Almonds Hochschule Niederrhein Honey’s Place Hutchens Industries, Inc. Kermit Lynch Wine Merchant Linden Hills Co-op LorAnn Oils Inc Marine Harvest Canada Inc.

MetroStar Systems New Aqua LLC Polarbröd AB Protective Industries, Inc. Public Library of Science Rekerdres & Sons River Point Farms, LLC Rocky Mountain Biologicals Seeland International A/S SEGES P/S Shin-Etsu MicroSi, Inc Signode Industrial Group Stage 3 Separation Sterling Lumber Company Texas Concrete Partners The Manning Management Companies The Music People Inc. Toyota Material Handling Northeast, Inc. Twinings North America US Water Services, Inc. USAopoly Inc. Volutone Distributing Co. VPT, Inc.

New NAVUG Partner Members Computer Business Solutions, Inc. Digital Vantage Point, Inc. Dynamicweb North America, Inc. Hillstar Business Solutions, LLC Journyx NAV DNA, LLC

Open Door Technology, Inc. Paramount Technologies, Inc. Tasklet Factory The TM Group, Inc. Thomson Reuters

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

Harris Woolf California Almonds Harris Woolf California Almonds is a grower, buyer, and processor of California almonds. Established in 1989, the company credits its longterm success to its pro-customer philosophy and consistency in producing premium quality products. Harris Woolf continues to seek out more efficient ways to grow almonds, the latest technologies for processing them, and the best way to provide superior service. For more than 25 years, the company has been been building relationships and providing its customers with a consistent supply of quality natural and manufactured almond products. Harris Woolf ’s product line reflects the wide range of choices required by today’s industrial end user. “We hope to learn best practices from our peers within the Microsoft Dynamics NAV community, share our insights, and use this tool to better educate our internal staff,” says David Silva, IT director for Harris Woolf. “Ultimately, we want to get the most value out of this asset (Microsoft Dynamics NAV). We see NAVUG as an opportunity to do so.” NAVUG

Q2/Q3 2015 | 13

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

user member showcase

Industrial Revolution ANITA RODGERS COMPANY Industrial Revolution INTERVIEWEE Anita Rodgers, vice president of ﬁnance WEBSITE www.industrialrev.com HEADQUARTERS Tukwila, Washington PHONE 425-285-1111 EMAIL Anita@industrialrev.com ESTABLISHED 1971 MICROSOFT DYNAMICS NAV USER SINCE 2006 MICROSOFT DYNAMICS NAV VERSION Microsoft Dynamics NAV 2013 NUMBER OF USERS 22

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ndustrial Revolution is a manufacturer and distributor of camping gear and is based out of the northwest United States. After years of creating a number of innovative products and acquiring strong distributor partnerships, Industrial Revolution has experienced massive growth recently. The company has been named to Inc.’s Top 5000 List of fastest-growing private companies in America for the sixth time and expects to see that rapid growth continue. Anita Rodgers is the vice president of ﬁnance at Industrial Revolution. “Our business has been and is poised for growth, which is exactly why we need an enterprise resource planning (ERP) solution that can adapt and grow with us,” Anita shares. “We’re expecting to take on more Customers and need to attend to their needs. Microsoft Dynamics NAV is foundational for our growth, and better yet, we’re able to add on functionality that helps us maintain that growth.” Before joining Industrial Revolution in 2014, Anita worked for large manufacturing corporations with complex operations that required large systems for each area of business, with those systems rarely being connected. “In addition to helping me stay close to the core business and to the Customer, I love that Microsoft Dynamics NAV is truly our ERP. Everything is seamlessly connected,” Anita explains. Industrial Revolution has embraced Microsoft

Dynamics NAV as it has helped the organization through its massive growth, and the company trusts it will help it grow into the future. Industrial Revolution is enhancing sales, customer service, and cost control with strategic add-on modules for inventory management and forecasting and is investigating potential customer relationship management (CRM) and freight management modules. Departmental budgeting and reporting has been an area of enhancement for Industrial Revolution that is already making a difference in overall cost control. “Before departmental setup, we had been constructing a high-level budget by account.” Anita continues, “But we’re big enough now where we need to focus on enhancing managerial control of costs. Managers can now budget their expenses directly and get feedback on their performance so we have better insight and control of what we spend and why.” Industrial Revolution also utilizes JET Reports to get the flexible reporting its business demands. “The number one reason our reports work so well for us is that we sat down with the relevant teams to gather their feedback first and then customized the reports to their needs,” Anita explains. “We make sure our ERP gets the right information to the right people to help things move forward. It’s really the collaboration of Microsoft Dynamics NAV and our use of it that gets us to where we need to be.”

NAVUG: Vision for the Future Anita and the team at Industrial Revolution love the NAVUG™ website and daily Q&A emails. In fact, they were alerted to a potential freight module that could help estimate freight costs via a NAVUG daily digest email. “The emails make me think of issues or questions that haven’t come up for us yet,” Anita says. “It puts us at an advantage to see how other people are working through those challenges, even if we’re not going through the same challenges at that moment.”

“The number one reason our reports work so well for us is that we sat down with the relevant teams to gather their feedback ﬁrst and then customized the reports to their needs.” Plans for NAVUG Summit in Reno are underway for Industrial Revolution, and Anita will be attending for the ﬁrst time this October. “It’s so easy to get caught up in what we have,” Anita concludes, “So I’m especially excited to be around other Users and experts to develop a vision for what Microsoft Dynamics NAV could be for us.” NAVUG Q2/Q3 2015 | 15

BECOMING

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

feature

“MOBILE FIRST,

CLOUD FIRST” story by Michelle Olson, Microsoft

“M

obile First, Cloud First” is not just a branding statement; it is a business initiative. Businesses today, whether this means you as a business owner or you as an end User, must consider that the world is changing and that it includes using the cloud. The cloud is a part of our world today both personally and professionally. Many folks don’t even know they are using the cloud – for example, online banking. Just because you don’t log in doesn’t mean it’s not in the cloud. Some businesses are ahead of the game. They make time to improve processes by using the latest technology and are willing to listen to their Partner. They are innovators or early adopters. Others are more cautious but follow suit. And last but not least, the laggards. The laggards are those who fight the norm and typically are very proud of how long they have kept a server in production. (You know who you are.) It’s time to cross the chasm! So why the cloud? Here are just a few thoughts to consider: » Ease of access to data and/or software » Reduce real estate/leasing costs by reducing footprint » Allow for anywhere, anytime access from any device » Make processes easier and improve employee satisfaction » Be agile in the middle of disaster » Access to the latest and greatest technology » Utilize the talent of IT staff for new profit-generating initiatives » Help with budgeting/planning (operating expense versus capital expense) Let’s start with the basics: public cloud versus private cloud. Both have great benefits, and one or the other may not be suited for your Customer or your business. But what is the difference? The private cloud provider typically owns the infrastructure and leases data center space. This can be referred to as co-location or a managed service provider. The infrastructure is most often shared at the virtual server host and storage level. Keep in mind that some providers offer dedicated servers. The services can include managed services and can have a fee for additional services limited by the infrastructure it is built on such as restoring a database or backing up month end. The public cloud provider usually offers a pay-as-you-go model and doesn’t require a long-term commitment. The infrastructure is provided and can include licensing and software. You can have a Partner provide managed services or support you on an as-needed or self-management basis. Microsoft Azure and Office365 are considered public cloud. Some businesses may choose to have a hybrid model. A hybrid model is when some resources (servers/ applications) are left on-premises while others are in the cloud. In many cases, the resources still talk

16 | NAVUG Magazine

to each other. For example: Your ﬁnancial system is on-premises connecting with your payroll system managed by a third party provider. There are three types of cloud services: » Infrastructure as a Service (IaaS): This is a type of cloud service in which a third party vendor hosts the infrastructure, but you can put whatever you want on the virtual machine. » Platform as a Service: This a type of cloud service in which a third party vendor hosts the infrastructure and manages additional services associated to the applications such as SQL, security management, updates, etc. » Software as a Service: This is a type of cloud service in which a third party vendor manages all resources associated to the software, and you pay a monthly fee. Oﬃce 365 is an example of this service. Below is a visual to help explain how much or how little is involved with each type of cloud service:

So, how do you get started? Evaluate all the applications you have running today. This is important because not all applications work in the cloud. Versioning or old code may be a problem. On a positive note, you may also find out your software is now offered as a SaaS model, and you no longer have to pay for a staff to manage internal servers or software renewal fees. To get your feet wet, you could start off by moving a few applications to Microsoft Azure. An easy costsaving switch would be websites or your active directory. Microsoft offers a plethora of great information and a free Azure trial (http://azure.microsoft.com/enus/pricing/free-trial/), so you can build your own server, wreck it, and start over! You can even download a calculator to determine how much it would cost to convert from on-premises to Azure. Now let’s say you LOVE working with Azure and you have found many other uses for it, such as: » SharePoint site for your internal or external use » Backing up your network » Hosting your Microsoft Dynamics ERP system » Dev test environment for your Microsoft Dynamics ERP system » Demo environment for your products » Enterprise mobility suite Your next step is to then determine how you want to pay for the use of Azure. There are three options: Pay as you go, open licensing, and enterprise agreement. Each has its own benefits. One option to consider is that Microsoft has many Partners who have the Cloud Platform competency. One of these great Partners could help you deploy your whole environment and teach you best practices. You could make a business decision to manage the environment yourself or continue to use them as a service provider while remaining on Azure. Hopefully you now feel comfortable enough to start the cloud conversation, or at least you are intrigued to see how you could improve processes and save money for your business. Don’t be afraid to ask questions. The cloud is changing daily – just don’t be a laggard! NAVUG Michelle Olson is an Azure partnerships business development manager at Microsoft. She can be reached at Miolson@microsoft.com. Q2/Q3 2015 | 17

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

connect a s

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Have Chapter Questions? We Have Chapter Answers! Most importantly, how to ﬁnd YOUR chapter and get involved…PRONTO! If you’ve heard great things about chapter meetings and are starting to feel left out, don’t fret! The chapter page at www.navug.com/chapter will get you hooked up with the right chapter and virtual community within minutes!

Find a Local Chapter Meeting

What is a chapter meeting? Chapter meetings are where fellow Microsoft Dynamics NAV Users and Partners gather in person to learn from each other and increase their Microsoft Dynamics NAV skills – and they have a little fun! » Visit www.navug.com/chapter. » Click the “Find A Local Meeting” button. » Click under the Tags for your region to see a list of upcoming meetings in your area OR type your state or country in the Keyword Search box. » Select your meeting from the search results, and click Details to get signed up! Don’t see a meeting scheduled for your area? Contact Onika Allen (Onika@navug.com), chapter director, to start one up!

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Join Your Virtual Community

What is a virtual community? Virtual chapter communities keep you connected with your fellow chapter Members between meetings. Use the communities to build relationships, ask questions, share materials from past meetings, or suggest topic ideas to your chapter leaders. » Visit www.navug.com/chapter. » Click the “Find Your Virtual Community” button and type your state or country in the Search Chapters box. » Select your community and start engaging with chapter Members…now! NAVUG

topic on

...with NAVUG™ Members We reached out to NAVUG™ Members to ﬁnd out how the mobility options available in Microsoft Dynamics NAV have affected their business processes. Here’s what they had to say…

Richard Calienes CEO and founder HandApps Software Rick@handapps.com

Most people think that Microsoft Dynamics NAV supporting mobile integration is something new. In fact our HandApps family of apps has been making Microsoft Dynamics NAV mobile for more than 15 years. The biggest diﬀerence is that today Microsoft has embraced a “mobile ﬁrst” mindset, and Microsoft Dynamics NAV has evolved into a much more open platform. With the introduction of web services in Microsoft Dynamics NAV 2009, the possibilities became endless with regards to interfacing with mobile, web, and cloud apps. We use web services to ensure our sales, inventory, and stock management mobile apps are tightly and correctly integrated with Microsoft Dynamics NAV. We also use web services when hosting solutions for Customers or building custom, private-label apps. As Microsoft Dynamics NAV has become more open, we’ve been able to provide our Customers with better mobile solutions in less time and at less cost.

David Hatker vice president, IT CCA&B, LLC Dave@elfontheshelf.com

Our company makes regular use of both the web services and the RapidStart package functionalities available in Microsoft Dynamics NAV 2015. These tools open up our environment, enable eﬃcient updates, and create valuable integrations across multiple platforms. Our entire wholesale web portal is based on the web services architecture and allows Customers to view their accounts without the need to call us, saving our Customer service department precious time and money. Additionally, we rely on RapidStart packages to update ship-to address information for many of our large national retailers when they change distribution centers or add/remove locations. With the introduction of Power BI, Microsoft Dynamics NAV data can be exposed using a variety of options to provide detailed reporting and analysis. On top of that, there are several other methods in which we could utilize Microsoft Dynamics NAV across business processes with all of the built-in mobility options included with the system. We have never found Microsoft Dynamics NAV to be a roadblock when researching new mobility solutions.

Q2/Q3 2015 | 19

” ” T F I“ HA ] [ W “T

feature

T U B

T O N S T’

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L I B O M E

I F E

T S R

M and How to O

Get Started

story by Richard J. Calienes, HandApps Software Inc.

he excitement around mobile has reached a feverish pitch. It seems that everywhere you look today it’s about the next great app or mobile innovation. Every aspect of our lives is being touched and revolutionized by this technology, and your business should not be left out. Microsoft’s new “Mobile First” push makes it clear that the company is making mobile a priority, and so should you. But as the old Elvis song says, “Fools Rush in (Where Angels Fear to Tread)”. So before starting any enterprise mobile projects, there are a few things you need to know.

Develop a Mobile Strategy Planning is key. You should clearly identify the business case for mobile in each area of your company and the goals you want to accomplish through this technology. While your ERP might now have a tablet-friendly interface, that doesn’t mean you should buy everyone iPads and call it a day. Just because something can be done via a mobile device does not mean that it should. Your sales reps in the field might surely benefit from a mobile sales app, but does it make sense for the AP clerk to be entering invoices via a smartphone? Mobile solutions are a tool that can help your business, but only if applied where they fit best and where they can have maximum impact. A clearly defined strategy will ensure you don’t go off-track.

Focus on the Benefits While having the latest and greatest gadget might be cool, it doesn’t necessarily translate into improvements for your business, your customers, or your employees. For each functional area identified in your mobile strategy, list out the benefits you want to achieve. If, for example, mobile is applied to route sales, then the benefits might be: » Eliminate data entry errors of handwritten invoices » Reduce back office staff expenses » Shorten collection times due to faster invoicing » Eliminate costly price errors with automated price updates Going through this process will let you set your goals for each part of your mobile strategy and help you prioritize what to do first.

20 | NAVUG Magazine

Don’t Confuse FEATURES with BENEFITS FEATURE

BENEFIT

The ability to create an invoice via a smartphone or tablet.

Reduced order entry staff, saving tens of thousands of dollars a year in salaries and other expenses.

The ability to capture a signature or a payment at the point of sale.

Accelerates collections, cuts account receivable aging, and reduces payment disputes.

Access to current item stock level by location.

Up-to-date information makes your sales reps smarter, helps them sell more, and makes them better able to service the customer.

You’d be surprised at how easy it is to confuse features and benefits. For example, the fact that something runs on an iPad or Android or hardware X is not a benefit. That is a feature, no matter how much the sales rep tries to make you believe that it is a benefit. The hardware that software runs on is not something you should base a decision on. Hardware eventually becomes obsolete or breaks down. A universe of manufactures makes tablets, laptops, smart devices, and rugged handhelds, all with basically the same abilities. The important thing is that the software has the features you need to reap the benefits you seek. Pick based on your needs and goals first, and don’t worry about the platform.

Know Your ROI In my opinion, calculating return on investment is one of the most important parts of any decision, and yet it is often the most overlooked. If you spend half a million dollars on a mobile solution that saves you $5,000 a year, it will take 100 years before you get your money back. On the other hand, I’ve had Customers spend less than $50,000 on a mobile solution that saves them more than $200,000 a year (every year). In their case, the solution paid for itself in three months, and the ROI was 300 percent in the ﬁrst year.

Choose Wisely While it may seem that Apple invented the smartphone, the app store, and the entire concept of mobile computing, the reality is that it’s been around for decades. UPS, FedEx, Coca-Cola, and hundreds of thousands of other companies have used mobile tech for route sales, delivery confirmation, inventory management, point of sale, surveys, and more for a very long time. The difference between today and 20 years ago is that costs are significantly less, choices are significantly more, and integration options into systems like Microsoft Dynamics NAV are significantly better. However, some rules of thumb for selecting a solution haven’t changed: Features and Functions Determine if the solution being proposed has all, or substantially all, of the specific features you need to achieve your project goals and desired benefits. Identify as many feature gaps as possible, and sort the must-haves from those you can live without. Get an analysis, even if you have to pay for it, of what it will take to add the must-have features that are lacking. Compatibility Confirm that the proposed solution integrates out of the box with your specific version of Microsoft Dynamics NAV. Integration to Microsoft Dynamics NAV can mean different things, and it’s important to determine as clearly as possible how it is defined. This is where costs can quickly get out of control, so be sure you know what you are getting into. For example: » Is the integration a standard part of the solution?

Q2/Q3 2015 | 21

» Was it created by the mobile

Today many companies have no problem accelerating their version numbering as a marketing tool.

Free Reporting for Microsoft Dynamics® NAV Easy-to-use, real-time ﬁnancial reporting and multi-table ad hoc queries inside of Excel Jet Reports – the most widely used reporting solution for NAV with over 100,000 users

DOWNLOAD THE NEW VERSION TODAY!

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22 | NAVUG Magazine

software vendor or by a third party? » Who will support the integration into the future? Flexibility A solution for the long term needs to change as your needs change. Start with a solution that is feature rich (80 percent to 90+ percent ﬁt) and a vendor that is willing to work with you to enhance the solution as your needs evolve. This approach will always be the least costly and will enable you to get up and running the quickest. Maturity and Commitment Once upon a time if a version number was 3.0 or above, you could conclude the product had been on the market for a good while. Unfortunately, this is no longer the case. Today many companies have no problem accelerating their version numbering as a marketing tool. So how best to vet potential vendors? » How many years have they been in business? Five or more years is a good rule of thumb. » Are they a dedicated mobile solution provider? You want a vendor where mobile is NOT a sideline business. » Is Microsoft Dynamics NAV a primary market for them, or are they new to this space? Every year dozens of new software companies enter the Microsoft Dynamics NAV channel only to disappear after a year or two. Narrowing your selection to long-term players will help ensure project success. Implementing mobile technology will transform your business. Companies of all types and sizes are already seeing the beneﬁts. Now is the time to engage with the right Partner and start the process of developing your mobile strategy. NAVUG Richard J. Calienes is founder and CEO of HandApps Software Inc., an enterprise mobile solution company. He can be reached at Rick@handapps. com or www.handapps.com.

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

learn academy corner

2015 NAVUG SUMMIT

Pre-Conference Academy Training Monday, October 12 Tuesday, October 13

Make the most of your trip to Reno by taking advantage of focused, instructor-led classroom training before NAVUG™ Summit 2015 ofﬁcially kicks off. This training, delivered by NAVUG

™

Academy, is designed to provide in-depth product education in an interactive, hands-on setting.

On-site Learning

» Instructor-led classroom training environment » Focused content that dives deep into targeted functional areas » Half- or full-day course options at prices that are considerably lower than traditional in-person classes » CPE credits for all NAVUG Academy courses

» Account Schedules in Microsoft Dynamics NAV » Master Class for Microsoft Dynamics NAV App Architecture & Design Patterns » Inventory Reconciliation » Microsoft Oﬃce Excel Basic - Moving & Viewing Data, Using Functions, and More » Microsoft Oﬃce Excel Intermediate - It’s All about the Pivot

Here are just some of the more than 15 classes we are planning for you:

NEW for Summit 2015: NAVUG Academy ISV Training

» » » » » »

» Microsoft Dynamics NAV Easy Security Training » Jet Reports Product Suite Training » Serenic HCM Advanced Payroll Training » k-eCommerce Solution Training

NAVUG Academy pre-conference training courses offer:

RDLC Reporting in Microsoft Dynamics NAV Power BI Workshop Lean Concepts Workshop Microsoft Dynamics NAV Development Tools Manufacturing I in Microsoft Dynamics NAV Manufacturing II in Microsoft Dynamics NAV

microsoft member showcase

Tom Blaisdell, senior support escalation engineer

Tom Blaisdell is an applications expert with 17 years of experience with Microsoft Dynamics NAV. Tom’s ﬁrst role centered around training Partners on Microsoft Dynamics NAV and evolved to a support role where he works with both Partners and Users as well as presents at Convergence, Directions, and NAVUG™ Summit.

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NAVUG: We’ve been fortunate to have you present at NAVUG Summit. What’s your favorite topic to present? Tom Blaisdell (TB): Inventory costing. It’s the area I work in the most, so I have the expertise and can add the most value.. I like presenting as it gets me back into the classroom setting, which is what I liked from my Navision days. I missed seeing Partners come for two-week trainings, and it’s nice to go to Directions and reconnect with those people after 16 years. The relationships that I’ve made in that presenter role really are cool. Now that I’ve been presenting at NAVUG Summit, I’m developing those relationships with our Customers as well. The consistency and being able to develop relationships – working together to learn and grow and expand our knowledge – are great. I learn as much from our Customers as they learn from me.

NAVUG: How does your team work with R&D so you’re up to speed with what will be included in product releases? TB: Our European support team is larger than the U.S.-based team, since a majority of our Customers are based in Western Europe. That said, the engineers in Europe tend to be more speciﬁc, and our most experienced engineers take on special features. They then host internal training sessions so we can ask questions and get up to speed. Our U.S.-based team supports Canada, the United States, and Mexico, so with that broad of a support area, it’s a little bit more diﬃcult for us to specialize. We’re just like everybody else to some extent in that as things come out, we’re trying to pick things up and learn and leverage the knowledge our colleagues have.

NAVUG: I was just going to ask your favorite part about your role. I would guess that it’s the relationships? TB: I started out in public accounting and was a CPA for six years where I had some interaction with clients. However, what I love about software support is the day-to-day interaction and helping somebody resolve an issue and move them forward. There’s this instant gratitude from helping them, and it’s what drives me and adds a lot of personal satisfaction to my role.

NAVUG: Looking at future releases, what do you think will be most popular with Users? TB: There are some baseline ﬁnance features and more standardized reporting tools to meet U.S. and Canadian reporting requirements as we’re trying to ﬁll some gaps with the U.S. market with the next release. These features have been very well-received and helpful for our North Americabased Users since some of the historical features in Microsoft Dynamics NAV have been Europeanbased, given the product’s lineage. I like it because it’s trying to take the best of breed from other ERP products and bringing that to Microsoft Dynamics NAV.

NAVUG: What are you working on right now? TB: My big focus right now is to maintain the knowledge I have in the finance area. Costing is the big one I deal with all the time, in addition to currency, consolidation, project accounting, and fixed assets. The main thing I’m working on is improving the supply chain process and warehouse side, getting in and finding out how it works in Microsoft Dynamics NAV and specific industries so I can better help our Partners and Customers.

NAVUG: Are there “historically” Microsoft Dynamics NAV things that have gone to other ERP products? TB: Dimensions has been a strength from the beginning. Other products look at that and wish they could do that. Microsoft Dynamics NAV was also the ﬁrst to move into the web client and be able to use multiple platforms. Flexibility has made the product strong and is its greatest strength. It was really smartly designed from the get-go.

“The more knowledge people have, the more productive, happy, and efﬁcient they’ll be.”

NAVUG: Have you had any “aha” moments over the years with your event presentations? TB: I don’t know if I can say one, as there are many at each event. It’s more of the general realization that when you get people together, they learn from one another as they’re willing to share information with each other, which adds to the community’s strength. It’s the developing of relationships that lead to shared knowledge not just at the conference, but after the conference as well. The relationships that you build help you do your job better and move forward. The more knowledge people have, the more productive, happy, and eﬃcient they’ll be. And that goes for everybody in an org, which in turn shows a greater ROI to management. That’s the thing that always amazes me. I saw that collaboration and communication ﬁrst with the Partner community, and now I see it on the Customer side. There is tremendous value in sitting down with a Customer that is having similar issues and solving the problem together. It’s pretty neat after all these years to see both of those groups continue to build and grow. They’re very positive, optimistic, and excited about what’s coming in Microsoft Dynamics NAV, and there is a passion behind the product. That’s pretty cool. NAVUG: Indeed it is! Is there anything else you’d like to share with our readers? TB: Keep up the passion! Along the way there can be bumps in the road as the product changes and transforms, but as I see the greater vision coming through, the future of Microsoft Dynamics NAV is pretty cool. There are good things to come, and I look forward to catching up with friends in Reno! NAVUG

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Joe Flynn is the database administrator and developer at Westinghouse Lighting and is currently running a paper-based warehouse with Microsoft Dynamics NAV and a few Lanham products to assist with electronic data interchange (EDI), shipping, and advanced forecasting and procurement (AFP). He and his team have slated their remote frequency (RF) project for early 2016.

Warehouse Management: The Move to Mobile Whether you’re trying to incorporate more mobility into your Warehouse Management System (WMS) or you’re undergoing complex integrations and customizations, read on to learn more from these fellow Users’ experiences.

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Steve Sirulnick is the database administrator and developer at Monin, running a very complex (and mobile) WMS system that integrates with Lanham EDI, E-Ship, and AFP granules. He and his team have recently upgraded to Microsoft Dynamics NAV 2015.

NAVUG™: Joe, what kind of pain points are you experiencing with your paper-based solution? Joe Flynn (JF): We are short on real estate, and paper is tying us down. We also don’t know immediate inventory counts until a task is completed. Knowing where our products and materials are within the warehouse as they float around in transit is critical to our business, and we’re struggling without that insight. We’re also forced to do physical inventory by our auditors, but with an RF system, it would eliminate that task because of its ability to do cycle counting. NAVUG: Steve, what kind of pain points do you recall before your warehouse went mobile? Steve Sirulnick (SS): Prior to mobile, there was a huge issue with order accuracy and inventory management efficiency. Our business was growing by leaps and bounds, and we were not able to keep up with the consistent growth given our processes prior to WMS. Our processes to date were manual and required more physical manpower to execute. Physical space was also at a premium as we were not able to effectively manage our bins. Similar to Joe’s pains, we didn’t have good insight into how long it took to process an order and track our inventory. NAVUG: How do you think mobility could help or does help your overall business strategy? SS: At the time, our strategy was to optimize our efficiency and accuracy given our volume without the need to increase our staff. After implementation, we immediately recognized our efficiency, and accuracy dramatically improved even though we had to adopt additional business processes. Since this was so successful, we leveraged the technology to include our manufacturing facility. JF: We did have an RF set up with our last ERP system, but when we tried to attach it to Microsoft Dynamics NAV, there were issues with our devices. Once we get set up on a new RF system, I know it will help keep our employees more productive and our overall warehouse workflow in check. NAVUG: Can you explain how it will make your employees more productive? JF: With more insight, it’s really easy to weed out the unproductive employees. It simply keeps them accountable and more proactive. For example, they could be in the middle of picking an order, and you can Q2/Q3 2015 | 27

give them an alert for another task on their device. This way, they’re never sitting idle, and we can keep them engaged and driven. From a manager’s perspective, I can know where everyone is and what they’re doing. That control is very important in a warehouse. NAVUG: How do you think the next generation of workers has changed the warehouse? JF: Years ago, it was easier to give an employee paper, but now it’s easier to give them a handheld device. The younger generation entering the workforce is tech-savvy, and they are expecting mobility from their employers now. This is a big reason we’re moving to RF at the beginning of next year. SS: I agree, in addition to giving employees more mobility in the warehouse, they’re also looking for a more intuitive interface. As Joe points out, next generation warehouse workers adapt to the technology a bit easier and are able to work with our technical teams to help identify problems.

Their current understanding of technology allows our information technology department to focus on data issues rather than how to use a handheld device. NAVUG: With that in mind, where do you see the warehouse headed in the next few years? JF: In the warehouse now, older technology is still being used, but I believe with the popularity of smartphones and wearables, that’s where the technology is headed. Soon, we’ll catch up with the consumer market and offer up an easy-toprogram (and maybe inexpensive) mobile device for warehouses and one you can wear on your wrist. SS: Something we’re already seeing with Microsoft Dynamics NAV 2015 is the ability to leverage order processing and put that into the sales teams and customers’ hands immediately. Customers can also open their tablet and order directly through Microsoft Dynamics NAV because of the web services and web client. I think we’re at a good place for warehouse management, but for us, I would love to see integration with affordable voice-directed devices to keep workers more productive by just using a headset. NAVUG: What would you say is the number one benefit of mobility in the warehouse? JF: Efficiency! And that’s a hard sell when you’re trying to convince the boss. There are no real numbers, and the ROI isn’t guaranteed on such a huge financial cost. But in the end, mobility keeps employees more productive, managers more in control, and the warehouse in check. SS: Totally agree with Joe on that one, and insight is another big one for us. Having the information at our fingertips helps us run smoother operations while meeting our customers’ demands. NAVUG: Any advice for Microsoft Dynamics NAV Users who are trying to get more mobile? SS: There are a lot of factors to consider. It’s good to really understand the User interface, but you also need to know what Microsoft Dynamics NAV processes you’re trying to automate. Recreate the whole process through the Microsoft Dynamics NAV web client to help Users troubleshoot problems when they arise. Mobile systems are driven by the User, and business processes have to be solid, otherwise warehouse management or any mobile process simply won’t work. NAVUG

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Events Field Service Harris Woolf Almonds Holly Kutil Industrial Revolution Jeane N Meade Journey Learning Management Microsoft Mobile First Mobility NAVUG Summit Tips and Tricks Tom Blaisdell Users Virtual Town Hall Warehouse Wholesale Manufacturing

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Warehousing Mobility

WHAT YOU NEED TO KNOW

story by Dale Lanham, Lanham Associates

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upply chains are growing increasingly complex thanks to a number of factors such as globalization, the rise of e-commerce, and Internet-savvy consumers who expect instant, on-time delivery on every order. Consequently many distributors today are exploring process improvement initiatives in areas such as warehouse management systems (WMS) to maintain their competitive edge and increase customer service without incurring additional head count or long-term expenses. Whether they are investing in WMS for the first time or upgrading existing systems, businesses are recognizing the many benefits these systems bring to the table. With visibility into real-time inventory, they can increase their on-time shipments and fill rates, optimize warehouse space and labor resources, and boost customer loyalty – all at the same time. A variety of mobile devices – including tethered scanners, wireless handheld devices, tablets, wrist-mounted and voice-activated scanners, as well as wireless printers – can be used to help organizations monitor inventory on a real-time basis. This article highlights many important and sometimes overlooked factors to be considered when adding mobile devices into your warehouse operations.

Understand Your ERP and WMS Software Capabilities The ability to access and update data in the ERP system in real time is key. Stay away from “store and forward” systems that provide updates in batch mode. Without the ability to access data interactively in real time, your handheld device isn’t oﬀering many beneﬁts – it’s basically just replacing paper. You’ll also need to be sure your warehousing software is compatible with the ERP system, and that the devices you buy will work with these systems. Keyboards are often overlooked in this regard. Be sure your keyboard is the right one for the kind of data entry you’ll be doing. Will you need to use decimals, alphanumeric, straight text, or some combination?

Know Your Warehouse’s Wireless Infrastructure Limitations Understand your warehouse’s limitations when it comes to wireless infrastructure. Warehouses that stock soft goods such as toilet paper or cloth items, for example, will ﬁnd that these items actually absorb radio frequency waves. Consider hiring a specialist to conduct a warehouse survey to see where the dead spots are. He/she can do a scan test or warehouse survey that will measure signal strength from various wireless access points and can then tell you how many wireless access points you need, what type is best, and where/how to position them.

Familiarize Yourself with the Ins and Outs of Mobile Devices Everyone knows warehouse mobile devices need to be rugged, but the implications of a damaged device go beyond just the physical unit. Do you have a spare device, and if so, how much time will it take out of your warehousing schedule to set it up properly? Time is also a major issue when it comes to battery life. If your device has a battery life of four to six hours, can you get a full shift out of it? And if so, will you have enough battery life for the next shift? Generally you should have at least two to three batteries on hand for each device. If your warehouse runs on a 24-hour clock, adequate back-up battery power is paramount. You’ll need to double-check the scanning distance capabilities for specific devices as well. Some new devices let you configure the distance, but many have fixed scanning distances. You don’t want to have to step back from the bins or hold the scanner three feet away from something you’re holding in your hand just to accommodate the fixed scanning distance of your mobile device. Related to warehouse environment, what is the temperature in your warehouse? Using mobile devices in cold storage areas can result in numerous issues such as shortening the battery life. If you are storing frozen goods, are the mobile devices certified for use in that temperature range? And lastly, you may want to consider whether the IT department should be responsible for configuring all the mobile devices. Given the specialized nature of these systems, we often suggest that the device vendor take this responsibility.

Barcode Considerations To ensure your barcodes will scan well, you’ll need to pay attention to the physical nature of the barcodes. What is the quality of the paper they are printed on? If there is a lot of moisture in your warehouse, it could aﬀect the life of the barcode labels on the bins. Another good idea is to have a human-readable alphanumeric code on the label along with the barcode. The alphanumeric code can act as a back-up that can be keyed in if the barcode isn’t readable by the scanner. And when it comes to barcodes, size matters. Consider how large they need to be in terms of their proximity to the scanner, and if you have alphanumeric information on the labels as well, you’ll need to determine how large the barcodes need to be in order to be visible from stacked bins.

Walk Before You Run Now that you know some of the points to consider when implementing a WMS, you’re probably thinking it’s time to get going with this initiative. Wrong. Before you jump into the deep end, you should stop and think about what functionality you really need

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(versus want). What is the problem you’re trying to solve? We usually advise customers to give some thought to where their company falls within the four levels of warehousing outlined below. If you’re just getting started, consider starting small and building on these levels in a sequential manner. » Level 1 – Four-Wall Inventory Control - In this level, companies simply track what goes in and what goes out with the use of tethered or wireless wedge scanners. By scanning receipts and shipments in this way, businesses can improve accuracy, ensuring that customers get the right product. This type of warehousing system can answer questions such as, “Is this the right item?” “Does it have a barcode? If not, should I create one?” “Is it the right unit of measure (UOM)?” This type of implementation enables companies to record shipping details in a consistent manner in the business system rather than relying on manual systems and depending on human memory for all the details. » Level 2 – Fixed Bin Inventory Control - In addition to scanning items when they are received and shipped, in this level, every item is pre-assigned to a ﬁxed bin or bins. This is valuable when doing directed picks or physical inventory. For example, if Item A goes to Bin 1, you will always know where to put it, and when doing a directed pick, you’ll know where the item is. This also expedites physical inventory since you’ll have easy access to information on the quantities of items in each bin. » Level 3 – Directed Pick and Put-Away with Floating Bin and Forward Pick - This level provides additional software-guided instructions that greatly improve eﬃciency and accuracy. For example, with the Floating Bin feature, when it comes to the Put-Away process, the computer will choose the right bin in the right zone that is empty. It

will direct warehouse personnel to fill bins that already have product with like products. Or if there’s no pre-existing bin for a product, it will direct warehouse personnel to start filling a new bin. This level also facilitates wave picks in which items will be picked in aggregate and brought to a shipping area where the system will then create a second pick list for each sales order to be picked from the aggregated items. Dynamic movements that involve moving items from one bin to another are also included in this level of WMS. » Level 4 – Tracking Individual Items Anywhere in the Warehouse - In addition to all the features in the first three levels, WMS in this category can track individual items by serial number or lot number. This level of specificity is critical for certain industries such as tracking food shipments (in case of recalls) or paint (in order to be able to match paint colors in future shipments). WMS in this category can also accommodate “license plating,” which involves assigning license plate numbers to collections of items. This enables companies to move products in the warehouse with fewer scans since they just need to scan the license plate number rather than every individual number. Distributors today can reap great efficiencies by using mobile technologies in the warehouse to gain visibility into real-time inventory. If your firm is considering implementing or enhancing its WMS, be sure you are focused on what you really need, and know that you can start small and build on the system in a sequential manner. NAVUG Dale Lanham is CEO of Lanham Associates (www.lanhamassoc.com), a Microsoft Dynamics NAV ISV specializing in supply chain software and solutions – including warehousing. He can be reached at Dale@lanhamassoc.com.

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Barcelona, Spain 30 November–2 December Register before 18 September to save €300

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New Orleans, Louisiana April 4–7 Save the date!

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isv partner member showcase

Dynamics NAV Addons

COMPANY Dynamics NAV Addons INTERVIEWEE Bob Cole, managing director WEBSITE www.dynamicsnavaddons.com HEADQUARTERS Longwood, Florida PHONE 407-260-0834 EMAIL Bob.cole@dynamicsnavaddons.com

ynamics NAV Addons is an awardwinning global developer for addons and utilities for Microsoft Dynamics NAV. Dynamics NAV Addons has been working with Microsoft Dynamics NAV since 1995. In addition to having products that appeal to a broad audience, special care is given so that all of the software products are easy to sell, easy to buy, easy to install, easy to use, and easy to support. NAVUG™: When and how did Dynamics NAV Addons get its start? Bob Cole (BC): The company started with a few of us veteran Microsoft Dynamics NAV people complaining about the gaps in an otherwise great product. Since we put in the time to create robust products to solve the most common issues that Users asked for, we decided to start offering our solutions to the channel – and things took off from there. While the organization has been around for six years, we’ve been working with the product since version 1.0 in the mid ’90s. NAVUG: Tell me a little more about your addons. How many do you actually offer? BC: Our add-ons are built to apply to the most common issues and are mostly “horizontal”, meaning they have broad appeal to a wide range of industries. Lately we’ve had great success building robust interfaces to best-of-breed cloud applications so that Users can take advantage of huge functionality housed in web-based applications, yet have all the data flow seamlessly back and forth from Microsoft Dynamics NAV. We currently have 15 add-ons, and our developers are working on number 16. We are

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truly international, and we only work with the Microsoft Dynamics NAV product. NAVUG: What are your best-selling add-ons? BC: The first is Easy PDF Email & Fax, which is far and away our most popular – so much that many Microsoft Dynamics NAV resellers package it into their standard offering. It allows Users to convert sales or purchasing documents in Microsoft Dynamics NAV and attach them to an email and hit send. It handles automated sending, batch sending, and manual sending, and it creates a complete audit trail of everything sent. So for example, we have a Customer who sends out statements, but also wants to include a promotional flyer about an event they have going on next month. This addon automatically attaches both documents in one email and sends it. Another big seller is Dimension Management, which allows Users to change dimensions on posted documents and transactions and apply new dimensions to posted documents and transactions, and more – of course it keeps a complete audit trail. Imagine not having to repost a document if you make one small mistake! And this really helps clean up data for reporting and BI. We’re also building connectors from Microsoft Dynamics NAV to best of breed (BOB) web-based applications. A good example of a connector to a BOB application is Easy Ship. Many companies want to ship their products and need to ship via UPS, FedEx, UPS Freight, or LTL carriers. We can connect them to a web-based shipping app that has a strategic partner relationship with 40 different carriers. All the carrier updates are done for the User in the cloud, so there are no more service patches, uploading rates, or other frustrating

compliance issues. We control the package creation, pass the data to Pacejet for registration with the carrier, and return tracking numbers (ProBill Numbers) and charges. AR & Collections Manager is another one that’s speciﬁcally designed to aid in collections. Since AR collections are such a problem with so many organizations, it’s easy to show the Customer how they can increase their cash ﬂow by tens or even hundreds of thousands of dollars by allowing them to manage, organize, and track overdue accounts. NAVUG: Tell us more about number 16 that’s in the works. What will that simplify for Microsoft Dynamics NAV Users? BC: Number 16 will be a connector to the most popular travel and expense management solution, Concur. Users can use Concur’s mobile and web-based travel and expense tracking, along with managerial approvals, which will then automatically get sent to Microsoft Dynamics NAV for AP processing. NAVUG: What do your clients like most about you and your addons? BC: The simple fact that we solve problems in Microsoft Dynamics NAV that help keep their processes simple and easy. It helps both in the sales process for new Customers as well as selling additional products to existing Customers. I know for a fact that Easy Ship and AR & Collections Manager have closed several deals for Partners. And since we are Microsoft Dynamics NAV people ourselves, we know the TLC it takes to make the Customer experience a great one.

That’s why we have objects for new versions right away, as well as professional install and User guides. NAVUG: What are the plans for Dynamics NAV Addons over the next year? BC: Our business model has proven successful, so we continue to keep adding functionality to the existing products while putting out a new add-on every six months or so. We are great at listening to our Partner community, so if you have suggestions, let us know! NAVUG: What’s a good tip for Microsoft Dynamics NAV Users to keep in mind when managing their own add-ons? BC: First and foremost, they need to make sure it handles their business requirement. Then they need to have trust in the people that develop and support the add-on. And if they have a good relationship with their Partner, they need to be involved as well. NAVUG: How long have you been a NAVUG Member, and what are your favorite things about the community so far? BC: We just signed up recently as full Members. I love watching the daily conversations come through on Collaborate. It’s amazing how helpful the community really is. In addition to working closely with our clients on new features and add-on ideas, I can see NAVUG being a great research tool for us as well. By the time this issue prints, I’ll have given a presentation to the Northeast chapter out of New York, New York, about Dimension Management. In the next year, I hope to get more involved with NAVUG and do more presentations at chapter meetings. NAVUG

“Easy PDF has helped us be more responsive and effective across the organization. For instance, creating customer statements required generating weekly PDF reports per client, attaching them to an e-mail, and manually adding the email addresses of all individuals who needed to be copied. After the addition of Easy PDF, we now click only once on the icon to get this tedious task done. The implementation was uncomplicated, and the support has been outstanding. Our customers have praised the new notiﬁcation e-mails, and the automation has been well received internally. Easy PDF has improved our efﬁciency tremendously and eliminated many time-consuming activities. We only regret not implementing it sooner!” Eduardo M. Diaz, IT director at Minequip

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Success With

Mobility

FOR MICROSOFT DYNAMICS NAV:

HERE’S HOW

story by Peter List, Tasklet Factory

f you’ve already decided that going mobile is the right path to take for your company, then this article will help you avoid some of the typical implementation pitfalls that can stop the project before it gets fully implemented, or stop it because the process of keeping it alive is difficult and expensive. It does not matter if you are implementing a mobile solution for your salespeople, for the staff in the warehouse, or for some other area in your company. The generic problems facing any mobile solution are the same: » Getting the mobile software installed and updated with new releases » Keeping up with new releases of Microsoft Dynamics NAV » Supporting the end Users effectively » Addressing problems with the network » Getting the Users on board This article will explore these challenges and tell you how to address them.

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Managing the Software and Settings on the Mobile Devices If you want to have a smooth-running mobile solution with very little downtime, you absolutely need to automate the process of getting the devices ready for use as much as possible. To do this, you need a device management system that allows your IT department or solution vendor to automate the tasks related to installing the necessary software and making device configuration changes from a central system. Every mobile device comes with a default configuration from the factory. In many cases, you want to change these settings to your own default settings. The tasks to automate are many and include: » Setting up the network connection » Adjusting settings that affect the battery consumption » Adjusting settings that affect the barcode reader » Synchronizing the time and setting the correct time zone » Changing regional settings to show numbers and dates in the correct format » Installing software After making sure that all mobile devices have the same settings and run the same software, you need to take care of one last thing: Ensuring that the normal Users do not have access to the settings of the device. This way the devices stay configured correctly, and this is critical to keep the solution alive and the calls to the help desk down to a minimum. Most device management systems have a way to “lock down” the devices and control which programs the Users are allowed to access. If you have a device management system to control your fleet of mobile devices, it will be simple to deploy new software releases or make system changes. And most importantly, it can be done remotely so you don’t have to send the physical devices to the IT department to fix a problem.

Handling New Releases of Microsoft Dynamics NAV In the (good) old days, there would be several years between each major release of Microsoft Dynamics NAV, and companies could implement many customizations and have time to get the beneﬁts of them before being hit by the cost of having to upgrade in order to use the next version of Microsoft Dynamics NAV. Many of these companies are now stuck on older versions of Microsoft Dynamics NAV because the cost of upgrading, and the risk involved, are simply too high. In the past, mobile solutions were often implemented as customization projects, and they tried to solve some of the problems not addressed in the standard product. Today, Microsoft Dynamics NAV is a very strong product, and new features are added continuously. My advice is to keep as close to standard as possible, and put yourself in a position where you can upgrade if you want to. The mobile solution should not hinder you. In my opinion, the main objective of a mobile solution is to give Users access to the data stored in Microsoft Dynamics NAV and allow them to enter the data they would normally enter using the Microsoft Dynamics NAV client. When implementing a mobile solution in your Microsoft Dynamics NAV environment, make sure to find one that makes as few changes to the standard Microsoft Dynamics NAV objects as possible and uses standard features as much as possible. This will make the task of upgrading it to work with the latest version of Microsoft Dynamics NAV much easier and a low-risk operation. In fact, the task of keeping up with new releases of Microsoft Dynamics NAV should be the vendor’s problem, not yours.

Supporting the End Users The Users of a mobile solution are, by nature, more mobile and further away from the people supporting them. This means that it is very important to have a way to help Users in the ﬁeld and in real time. If you have already made sure to have a device management system available to manage the devices, you will be happy to know that most of these also oﬀer a way to remote control the mobile devices. This allows the supporter to see what is happening on the mobile device and prevent the situation where the User tries to explain an error that happened hours ago to a supporter that will have to spend a lot of time to understand the problem and interpret what the User is saying. Remote assistance saves time, and the Users know that help is available quickly if needed. This builds trust between the Users and the solution. If there is no trust, the solution will not be used.

Network Problems Wireless networks are great, no doubt about it, but with any wireless technology, there are problems. They are affected by things such as other networks nearby or by certain items blocking the wireless signal. The point is that the wireless network can be affected by things that are out of your control. As a result of this, getting 100 percent and stable network coverage in your entire area of usage can be very difficult. It is much easier, Q2/Q3 2015 | 37

â&#x20AC;&#x153;The best way to transition to a mobile-enabled work process is to start simple.â&#x20AC;?

and much less expensive, to get to 90 percent, or to simply focus on getting the network perfect in smaller areas. If you want to have a mobile solution that runs smoothly all year long, you need to ďŹ nd a mobile solution that can work oďŹ&#x201E;ine. OďŹ&#x201E;ine solutions typically only need to communicate at the beginning and end of a work process. This means that the work can be performed without a network connection, making the solution unaďŹ&#x20AC;ected by a bad connection in the usage area. I am a strong believer in the oďŹ&#x201E;ine approach because it simpliďŹ es the implementation and maintenance of the mobile solution. In my experience, simple is always good.

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Implementing a mobile solution often requires a big change in the work processes performed by the Users. If you come from a paper-based process, there will also be a new technology to master for the Users. For some this can be a big change and can cause some resistance, especially if the new hardware and software are diďŹ&#x192;cult to use. The best way to transition to a mobile-enabled work process is to start simple. Donâ&#x20AC;&#x2122;t enable everything at once. Let the Users master the basic operations before you start to work with the more advanced ones. And give the Users time to play around with the new solution in a test environment, giving them hands-on experience before real use. This will maximize the chance for success when you enable the solution in your production environment. The mobile solution is just a tool to enable your employees to be more eďŹ&#x20AC;ective. They need to be comfortable with the solution before you will get the maximum value out of it.

F: 847-963-0079 Sales@nextgeneration.com www.nextgeneration.com

Conclusion The decision to implement a mobile solution can add great value and possibilities to your work processes. Just make sure to keep things as simple as possible and put stability, usability, and easy maintenance at the top of your wish list. NAVUG Peter List is the CTO for Tasklet Factory and can be reached at Peter.list@ taskletfactory.com.

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#NAVUGSummit #INreno15

Nic Porter Liberty Mountain

Amy Howard Care-A-Lot Pet Supply

Networking turned out to be a big part of my experience at NAVUG Summit, even though I was not expecting that going into it. But I would say the most valuable experience is just knowing what is out there, what other people are doing with Microsoft Dynamics NAV, and how they are tackling issues that we face.

Tami Kawecki TW Garner Food Company I feel so fortunate to be able to attend NAVUG Summit and listen to other Users talk about their experiences. Having access to experts in sessions, as well as at the Expo, to answer questions in a group setting or one on one is wonderful.

Matthew McGinley Rogers Family Co Troy Harkness Group O I had too many choices for classes. I literally double-booked my schedule all three days.

Why YOU Should Attend ™

RENO●TAHOE 2015 We could talk all day long about why we’d love to see you at NAVUG™ Summit 2015 in Reno, Nevada, but it’s much better for you to hear it from a colleague! Check out these comments from 10 Users, and then check out information about this year’s event at www.navugsummit.com.

Jamie Theis | Hewitt Docks, Pontoon Legs and Lifts The amount of knowledge that was in a room at one time was amazing. Just about all questions brought up were able to be answered by the instructor, a Microsoft employee, a Microsoft Dynamics NAV Partner, or someone sitting in class that has a similar situation.

My favorite NAVUG Summit experience was being reinvigorated by the community to continue the drive for greatness, not only for myself, but also in conjunction with our peers!

Rob Staub Silver Reef Casino There was so much relevant content for me at NAVUG Summit. The networking was great, and the insights from Microsoft were also great. I really appreciated that even though Partners were present, they were not there with the sole purpose of gaining new clients. I saw them learning and participating as well.

Pam Bird | Clean Control Corporation I always go with the objective of learning new things to help me and other Microsoft Dynamics NAV Users in my company to be more eﬃcient in doing our job - and that objective was met!

Kevin Stone Red River Computer Co. Inc. Excellent classes and well-organized event!

40 | NAVUG Magazine

There wasn’t enough time for me to attend all the classes I wanted to attend! The oﬀerings were great as well as the presenters.

Steven Nameroff Power Plus At NAVUG Summit, I was able to determine how best to complete my implementation.

FOCUS ON

EDUCATION NAVUG™ reached out to Jeane N. Meade of Mepps/Mister Twister to see what prompted her to recently engage more fully in her NAVUG membership.

JEANE N. MEADE “woman for everything IT and NAV” Mepps/Mister Twister Service@mepps.com

Why did you decide to enroll in training sessions?

We are moving to a new version of Microsoft Dynamics NAV (2009 R2 classic to 2015) and wanted to learn about features and functionality of the manufacturing piece, which is new.

What do you enjoy most about this learning experience?

The question and answer period. While the basics are taught, it’s the day-to-day nitty-gritty that these questions address.

How has what you’ve learned helped you in your career?

Keeping in step with technology makes me a valuable asset to my company and peers.

What do you value most about professional development?

The excitement of learning something new or a new way to do something, as I’ve always loved learning and sharing what I’ve learned. But even more, I ﬁnd a lot of value when that learning can be applied to create a more efﬁcient end-User experience, be that for a report, process, or procedure.

What types of learning opportunities do you recommend to fellow Microsoft Dynamics NAV Users?

My personal favorite is webinars, followed by YouTube videos put out by MVPs and Microsoft Dynamics NAV Partners. I like webinars as they are usually shorter and thus a better ﬁt. I also like the webinars and videos because I can access them anytime. Plus, I can run them side-by-side with the project I’m working on and can follow along step by step. Yes, YouTube! That’s where I found step-bystep instructions on installing demo versions of Microsoft Dynamics NAV 2013 R2 and Microsoft Dynamics NAV 2015. We now have a demo Microsoft Dynamics NAV 2015 installed on a spare PC. We’re hunting and pecking our way around in the new RTC. But the best experience I’ve had and recommend – attending NAVUG Summit!!! Learning and networking are the best!

Q2/Q3 2015 | 41

feature

AVUG™ Members had the chance to join in on a virtual “town hall” meeting with the Microsoft Dynamics NAV product team in April. The panel consisted of Marko Perisic, director of program management, Jonathan Davis, program manager, and Brian Nielsen, small business financials manager. A special thank you to the product team for sharing their insight and to our NAVUG Members who asked thought-provoking questions during the call. Enjoy a brief summary below and find the webinar recording on www.navug.com. Q: Microsoft has a goal to take Microsoft Dynamics NAV from 100,000 to 200,000 Customers in five years. What will these new Customers look like? Marko Perisic (MP): The SMB market is extremely varied. There are so many different players, requirements, and solutions. So for this reason, we’re not limiting ourselves to a specific vertical. Our goal is to keep Microsoft Dynamics NAV extremely flexible and easy to build on. If we want to win in the SMB market, we have to win all-up, without segmentation.

Q: Do you plan to continue the simplification of Microsoft Dynamics NAV C5 for the rest of the world? Jonathan Davis (JD): For those unfamiliar with Microsoft Dynamics NAV C5, we released a Danish-only product in 2014 that was tailored for the smaller side of the SMB market. It’s a simple version of Microsoft Dynamics NAV. It simplified invoice pages and inventory adjustments, and it fits that market, allowing Users to be self-reliant. Replicating this for all country versions is a bigger challenge than we can take on. We’re not quite there to support all countries. With that said, we’re still focusing on simplification and trying to move those from the low end to the standard product. For example, I’ve heard that the cancel and correct button for the sales invoices would be nice to have in standard Microsoft Dynamics NAV. MP: Something good to mention here is that we’re focused more on a role-appropriate experience. Beginners like simple experiences with their mobile devices, and advanced Users seek the complexity of the product. We’re going to create the right experience with that persona. You’ll see this as a huge theme across the product for years to come in respect to an organization’s size.

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Q: What’s the future for business intelligence (BI) in Microsoft Dynamics NAV from a mobile perspective? MP: With Microsoft’s mission of mobile first, cloud first, BI in Microsoft Dynamics NAV from a mobile perspective is a major focus of ours. We are very mindful that mobile is central to the ability to deliver BI services. All investments are with mobile in mind. Power BI goes across all devices and platforms, so when it comes to BI, that’s going to be our platform. Q: Can you expand on what the plan is for Power BI? It seems like a fantastic embedded solution. How does it fit in with everything else that’s already available? JD: Power BI is an amazing opportunity. The more things that come out of that team, the more impressed we are. The latest Power BI is available for all Microsoft Dynamics NAV Users to experiment and try out at www.PowerBI.com. You can see the new interface, and since it’s a service now, it’s very easy to access. Microsoft Excel is still an authoring vehicle, and you can do data manipulation in Excel and visualizations with Power View. When you upload to powerbi.com, it will decompose that workbook and create a series of reports. Then finally, you can pull that together into a dashboard. It works great with Microsoft Dynamics NAV 2015 today. But me explaining it doesn’t do it justice. Try it out for yourselves to see what it looks like! Q: Can you expand on the idea of upgrades becoming updates? MP: There are multiple pain points that I mentioned in my last article for NAVUG Magazine, but the biggest pain point is a massive platform shift. The upcoming releases aren’t going to be major architectural changes. We’re exploring ways to formalize the customization model so that it’s not a complete overhaul. Every solution can be modified; we need to ensure that we can do the same thing with Microsoft Dynamics NAV but still preserve its capabilities. This way, Users can make changes without spending a lot of money. NAVUG More questions? Comments? Keep this conversation going by sending your questions and comments to Events@navug.com. We’ll forward them on to the Microsoft Dynamics NAV product team.

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™ NAV

WHAT’S NEW ON COLLABORATE Update, Edit, Add...Oh My!

Event Registrations Just Got Easier on www.navug.com With NAVUG™ Summit 2015 right around the corner, getting your busy educational schedule lined up is top of mind! We know how important it is to sign up for all the right courses and bring all the right people from your organization to Reno, so we’ve made it easier for you to build and manage your team’s NAVUG learning schedule! You can now easily add new attendees and update your own registration from the same web page, all while confirming the details are correct. Once you’ve registered for an event, you’ll notice a new Edit button that appears when you click into the event details (See Figure A). Click Edit, and you’ll see your current registration details along with the ability to edit or cancel your registration. For conferences like Summit, the Edit option will give you the ability to add on-site Academy classes or other agenda items to your existing registration. You also have the option to add colleagues by selecting Register More Attendees (See Figure B). Helpful hint: quickly find all of the events that you’ve registered for (upcoming and past) by visiting My Profile and clicking My Registrations. Go ahead, try it out today, and we’ll see you in Reno!

Figure A

Figure B

s NOT All, Folks… Searching for a relevant webinar?

Easy breezy NAVUG membership!

Don’t spend more time searching than you do learning. All webinar recording files are tagged by relevant roles, topics, and industries. By clicking on these tags, you will see other webinar recordings with that same tag. When you’re viewing a webinar recording file in the content library, scroll down to the Tags and Keywords section, then click on any tag to find more recordings on that topic! Happy learning!

Everything you need to know about being a Member is at www. navug.com/questions in frequently asked questions (FAQ) format. Don’t needlessly wander around www.navug.com; gain focus with this helpful FAQ! NAVUG

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NAME THAT PHOTO

CONTEST

Besides heading over to their ﬁrst session at NAVUG™ Summit 2014, what else could band together so many Microsoft Dynamics NAV Users? Q1 CONTEST WINNER: This one must have stumped you as we didn’t receive any entries! Let’s try that again.

Simply email your submission to Captioncontest@navug.com. The winning submission will be printed in the magazine’s next issue. Q2/Q3 2015 | 45

industry showcase

Putting the “Whole” in Wholesale Manufacturing T hese wholesale manufacturers have been oﬀering their products for decades and covering the bases of excellent customer service, aﬀordable prices, and streamlined assembly to create quality products. From chemicals to pool supplies to plantbased products, these NAVUG™ Members can do it all.

CITIZEN WATCH COMPANY OF AMERICA Torrance, California Since its foundation in 1930, CITIZEN has promoted a multi-cultural mindset that fosters excellence and creativity. As a true manufacturer, CITIZEN integrates a comprehensive manufacturing process from creating individual components to a watch’s ﬁnal assembly.

AQUA-GON Naperville, Illinois Aqua-Gon, Inc. is a wholesale distributor of pool and spa supplies that services the Midwest. From Aqua-Gon’s inception in 1965, the company has been committed to providing extraordinary customer service.

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OSHO CHEMICAL INDUSTRIES LIMITED Nairobi, Kenya Osho Chemical Industries Limited is a leading manufacturer, marketer, and distributor of crop protection, animal health products, public health, industrial chemicals, farm equipment, allied products, and services. The company is committed to excellence by providing quality products at an aﬀordable price.

PREPACK LIMITED Palmerston North, New Zealand Prepack Limited is an industry leader in creating convenience. Prepack can design, develop, and deliver a range of items from long-life, shelf-stable rations packs for individuals or groups, personal health and hygiene kits, medical kits, emergency response kits, and large volume humanitarian aid shipments.

SEVENTH GENERATION Burlington, Vermont For more than 25 years, Seventh Generation has been formulating plantbased products that are safe and that work. Based in Vermont, Seventh Generation is proud to be a B Corporation. B Corps are certiﬁed to be better for workers, better for communities, and better for the environment.

SWIFT INDUSTRIAL POWER, INC. Knoxville, Tennessee Swift Industrial Power was founded in 1965 with a philosophy of providing high-quality products and services to the stationary power, wireless, motive power, and facilities cleaning markets.

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The of Field Service story by DeeDee Rood, CK Power

work for CK Power, a family-owned business with 130 employees. We manufacture power generation solutions and sell generators, industrial engines, transfer switches, and parts. We have a complete service center with three locations: St. Louis, Missouri (main branch), Overland Park, Kansas, and Cunningham, Kansas. We have 22 technicians with 20 of these techs being in the field as we service engines and generators. We also have an engineering and production facility at our main branch in St. Louis. As the service department administrator for CK Power, my primary duties include managing service contracts and all billing. Our service department is rapidly growing, and we needed to scale our systems and processes in order to be able to handle the additional business more efficiently. There was too much paperwork out in the field, and it was taking too much time to transcribe the technicians’ written notes to an electronic system. The techs were making too many trips into the office to deliver paperwork and pick up new assignments, and that resulted in unnecessary unbillable time. On top of that, trying to collect time cards from technicians proved challenging. After researching several options, we decided to integrate ExpandIT Mobile Service with Microsoft Dynamics NAV 5.1. This enabled us to implement a web-based application for assigning service jobs to technicians and allowed the techs to complete their paperwork online. It eliminated numerous trips to the office to collect paperwork and gather assignments. The technicians could stop in once a week or less, depending on how many parts they needed to gather. The ExpandIT Mobile Service implemented a planning board feature that shows where all technicians are throughout the day as well as the status of their jobs. This enabled our dispatchers to more efficiently schedule additional jobs. We also implemented a web-based application for collecting time. The technicians can enter their time on their laptops or through an app on their phones. This serves as a substitute for their time cards. The time gets entered on a daily basis. Our IT department integrated this electronic time tracking with Microsoft Dynamics NAV, allowing time to be directly entered onto the lines of the corresponding service orders. As a result of the implementation of ExpandIT, 95 percent of our paperwork issues (lost, illegible handwriting, paperwork not turned in timely, etc.) have been solved. We are able to invoice the day after a job is completed, which enables more timely billing for customers. Overall, our team has become far more efficient. NAVUG DeeDee Rood of CK Power is also presenting at NAVUG Summit 2015. You can reach her at Drood@ckpower.com. Q2/Q3 2015 | 47

Jet Reports

CHAPTER SPONSOR NAVUG™ is fortunate to work with Partner organizations that bring strong product expertise to our User Members. The following Partners have given back to our chapters through sponsorship, and as a thank you for that commitment, we are highlighting them here. You’ll read about three Users who have achieved business success through a combined use of Microsoft Dynamics NAV and the Partners’ respective solutions.

48 | NAVUG Magazine

Mathew Ealy, senior system administrator and IT manager at Kinsey’s Add-On Solution: Jet Reports Jet Report User Since: 2009

When Kinsey’s, an outdoor hunting distributor, implemented Microsoft Dynamics NAV six years ago, the company realized the base reports were very vanilla and not customizable to its business. About three months into the implementation project, Kinsey’s came across Jet Reports and has never looked back. Instead of having the IT department write a custom SQL or Microsoft Dynamics NAV report, Kinsey’s uses Jet Reports as a self-service reporting tool for its Users. Mathew Ealy shares, “It’s been a lifesaver to get data out without having to fight with the system. Reports are now self-service. It’s easy enough to train the managers so they can pull and adjust their reports without constantly bombarding IT with requests.” Jet Reports allows Kinsey’s to track daily sales and profit margins for any and all of its divisions. Users can see a daily report to make sure costs are aligned with retailers who adjust their prices based on distribution price increases, keeping Kinsey’s profitable. Jet Reports also helps Kinsey’s monitor its call center to see how many sales orders are being made and how many calls are converted into sales. Because of this real-time and accessible insight, Kinsey’s can identify trends in product categories and go after an upswing much sooner and before its competitors. “It’s been a game changer to be able to spot fluctuations and identify trends before they happen. This way we can buy heavier and have inventory on hand when our customers need it. We’re a much more proactive business now with Jet Reports in place,” Mathew says. Kinsey’s likes Jet Reports so much that the company recently purchased Jet Enterprise to help with the big picture, business analytics. Jet Enterprise is a complete business intelligence and data warehouse automation solution that enables Users to create dashboards and reports quickly, without having to know the underlying Microsoft Dynamics NAV data structure. “Jet Enterprise has freed up our IT department tremendously. IT spent most of their time just writing reports for sales; now with Jet Enterprise, the people who need the reports can pull them on their own,” Mathew shares. “After just a 30-minute video, they’re ready to go.” With this data in hand, Kinsey’s sales teams can convince larger customers that there is a market for its products, and they’re missing out if they’re not carrying them. “We’re now able to prove in the numbers that there’s demand,” Mathew concludes.

Lanham Paulette Enfante, general operations manager at Phoenix Mecano Chris Howes, supply chain manager at Phoenix Mecano Add-On Solutions: Lanham Associates AFP (Advanced Forecasting & Procurement) and E-Ship Lanham User Since: 2007

Phoenix Mecano is a global manufacturer with a very complex supply chain spread across many locations worldwide. With this extensive international supply chain, the challenge of long lead times is just the beginning. The differing business models of its two U.S. sites – one that has high volume/low variant demand and one that has low volume/high variant demand – present even more challenges to the objective of having the right part at the right time in the right quantity. When Paulette Enfante and Chris Howes joined the team at Phoenix Mecano in 2008, they walked into a default situation that wasn’t tailored to the company’s specific needs. “Microsoft Dynamics NAV was in place, but no one was trained properly, and it wasn’t customized for our varying supply chain” Chris says. Chris and Paulette teamed up with Lanham Associates to help streamline their inventory management with Lanham AFP (Advanced Forecasting & Procurement) and shipping operations with Lanham E-Ship. “After proper set-up, we saw good results quickly, such as having the stock we needed at any given time,” Paulette shares. “We could also reduce our inventory and improve cash flow. We ended up learning more about what we needed to stock, saving us money.” Lanham’s AFP solution allows Phoenix Mecano to effectively manage inventory for both of its U.S. sites, such as seeing results like more than 90 percent of inventory on-hand categorized as moving and held without a financial reserve against the inventory value. The company also saw inventory write-offs due to obsolescence or excess stock reduced to less than one percent of annualized inventory value in 2014. With better insight into its inventory using Lanham AFP, Phoenix Mecano can forecast to meet customer demands, make proper decisions that will save operational time and resources, keep cash available to make other investments since it’s not tied up in inventory that’s not moving, and reduce risk by not holding as much stock to be liable for. Chris shares, “We used to meet monthly about our inventory risk to discuss how much excess costs we were accruing, etc. Now we meet quarterly, and there are no issues.” “The service from Lanham as a whole is outstanding,” Paulette concludes, “but the accessibility to the top-level technical members of the organization, especially through events such as Summit, is remarkable. You can have conversations with the very individuals who are developing the program.”

Equisys Peter Anton, IT manager at Airtech Advanced Materials Group Add-On Solution: Zetadocs Zetadocs User Since: 2012

Airtech Advanced Materials Group is the world’s largest manufacturer and supplier of vacuum bagging and composite tooling materials. Before Airtech implemented Zetadocs, it struggled with its cabinets of files and inefficient processes. With five locations worldwide, Airtech also struggled with visibility across each site. Peter Anton shares, “Our business was growing, but our real estate was not. There was just no more physical room for cabinets to hold all our files, and it was simply holding us back.” Three years ago, Airtech came across Zetadocs and immediately loved its ease of use and intuitive interface. “As with any change, it’s difficult to get everyone on board, but Zetadocs was and is so easy to use. It didn’t take much effort for our employees to change their mind about going paperless,” Peter recalls. As one of the first to implement Zetadocs 4.0, Airtech took its time setting up each location and changing processes along the way. “We learned a lot about our processes and just how much paperwork drives our business, so we took time to clean that up as well,” Peter says. Now that Airtech has gone paperless with Zetadocs 7.0, the entire company is visible to all employees, and its virtual file cabinet is creating a ton of benefits. “We no longer have to spend hours looking for files. All our inner-office communication is seamless and so much quicker.” Peter continues, “For example, if the quality assurance department wanted to find information about purchasing, they can go right into Zetadocs instead of requesting it from the purchasing department.” Additionally, the quality of data is much more accurate and can be depended on when making important business decisions. “The biggest key benefit is that everyone has access to the same data, and it keeps us on the same page,” Peter explains. “Papers no longer get lost, and approvals go through the system quickly. It makes our lives so much easier!” The ease of use really speaks for itself since Airtech hasn’t had to call for technical support from Equisys now for more than two years. “The software is bulletproof and seamless,” Peter concludes. “It’s so simple to use, and the interface between User and the machine is always the same. No matter what department you’re in, you use Zetadocs the same way.”

Q2/Q3 2015 | 49

ĐŽŵƉůĞƚĞ ƐĞĐƵƌŝƚǇ ƐŽůƵƟŽŶ ĨŽƌ ǇŶĂŵŝĐƐ E s Field Level and Data Security Permission Recorder WƌĞĚĞĮŶĞĚ ZŽůĞƐ ĨŽƌ ^ĞŐƌĞŐĂƟŽŶ ŽĨ ƵƟĞƐ Sarbanes Oxley Compliant 'ƌŽƵƉŝŶŐ ŽĨ ZŽůĞƐ ĂŶĚ ŽŵƉĂŶŝĞƐ Need help with security in NAV? Easy Security͕ ǁŝƚŚ ŝƚƐ ďƵŝůƚ ŝŶ ƉĞƌŵŝƐƐŝŽŶ ƌĞĐŽƌĚĞƌ ĂŶĚ ƐŽƵƌĐĞ ĐŽĚĞ ĂŶĂůǇǌĞƌ͕ ĞŶĂďůĞƐ ǇŽƵ ƚŽ ƋƵŝĐŬůǇ ƐĞƚ ƵƉ ƐĞĐƵƌŝƚǇ ŝŶ E s͘ dŚĞ ƉĞƌŵŝƐƐŝŽŶ ƌĞĐŽƌĚĞƌ ůĞƚƐ ǇŽƵ ƌĞĐŽƌĚ ƚŚĞ ƉĞƌŵŝƐƐŝŽŶƐ ƚŚĂƚ ĂƌĞ ŶĞĐĞƐƐĂƌǇ ƚŽ ƉĞƌĨŽƌŵ ƐƉĞĐŝĮĐ ƚĂƐŬƐ ŝŶ E s ĂŶĚ ƚŚĞ ƐŽƵƌĐĞ ĐŽĚĞ ĂŶĂůǇǌĞƌ ĂƵƚŽŵĂƟĐĂůůǇ ĮŶĚƐ Ăůů ŶĞĐĞƐƐĂƌǇ ƌĞůĂƚĞĚ ƉĞƌŵŝƐƐŝŽŶƐ͘ dŚŝƐ ĞŶƐƵƌĞƐ ƚŚĂƚ ƐĞĐƵƌŝƚǇ ŝƐ ƐĞƚ ƵƉ ĐŽƌƌĞĐƚůǇ ƚŚĞ ĮƌƐƚ ƟŵĞ ĂŶĚ ĞůŝŵŝŶĂƚĞƐ Ă ƉĂŝŶĨƵů ƚƌŝĂů ĂŶĚ ĞƌƌŽƌ ƉƌŽĐĞƐƐ͘ ĂƐǇ ^ĞĐƵƌŝƚǇ ĐŽŵĞƐ ǁŝƚŚ ƉƌĞĚĞĮŶĞĚ ^ĂƌďĂŶĞƐ KǆůĞǇ ĐŽŵƉůŝĂŶƚ ƌŽůĞƐ ƚŚĂƚ ŚĂǀĞ ďĞĞŶ ǀĞƌŝĮĞĚ ĨŽƌ ƐĞŐƌĞŐĂƟŽŶ ŽĨ ĚƵƟĞƐ͘ Field Level and Data Security ůĞƚƐ ǇŽƵ ůŝŵŝƚ ƵƐĞƌƐ͛ ĂĐĐĞƐƐ ƚŽ ƐƉĞĐŝĮĐ ƉĂŐĞƐ͕ ĨŽƌŵƐ͕ ĮĞůĚƐ͕ ĂĐͲ ƟŽŶƐ ĂŶĚ ĚĂƚĂ͘ zŽƵ ĐĂŶ ŚŝĚĞ ĮĞůĚƐ͕ ƉĂŐĞƐ ĂŶĚ ĨŽƌŵƐ͕ ŵĂŬĞ ƚŚĞŵ ŶŽŶ-ĞĚŝƚĂďůĞ Žƌ ůŝŵŝƚ ƚŚĞ data users can see – ƉĞƌ ƵƐĞƌ ĂŶĚ ƉĞƌ ƉĂŐĞ Žƌ ĨŽƌŵ͘ &Žƌ ĞǆĂŵƉůĞ͕ ǇŽƵ ĐĂŶ ƐĞƚ ƵƉ ĚĂƚĂ ƐĞĐƵƌŝͲ ƚǇ ƐŽ ƵƐĞƌƐ ĐĂŶ ƐĞĞ ĚĂƚĂ ĨŽƌ Ă ĐĞƌƚĂŝŶ ĚĞƉĂƌƚŵĞŶƚ Žƌ ůŽĐĂƟŽŶ ŽŶůǇ ͕Žƌ ƉƌĞǀĞŶƚ ƚŚĞŵ ĨƌŽŵ ƐĞĞͲ ŝŶŐ ĚĂƚĂ ĨŽƌ ĐĞƌƚĂŝŶ 'ͬ> ĂĐĐŽƵŶƚƐ͘ ϴϬϬн ĐƵƐƚŽŵĞƌƐ ŝŶ ϲϬн ĐŽƵŶƚƌŝĞƐ ĂƌĞ ƵƐŝŶŐ E s ĂƐǇ ^ĞĐƵƌŝƚǇ ƚŽ ŵĂŝŶƚĂŝŶ ƚŚĞŝƌ ƐĞĐƵƌŝƚǇ͘

ǁǁǁ͘ŵĞƌŐĞƚŽŽů͘ĐŽŵ - ŝŶĨŽΛŵĞƌŐĞƚŽŽů͘ĐŽŵ - 678-666-2100

feature

The

Journey Microsoft Dynamics NAV 2015: RapidStart Services story by Holly Kutil, American Ring

ust for today, I am enjoying the little things. Things like seeing the new desktop icon on my computer for Microsoft Dynamics NAV 2015! Isn’t that just a beautiful sight? Nothing brings me more joy today than seeing that icon! We are well on our upgrade journey that began back in October, immediately following NAVUG™ Summit; all documents, work orders, instructions, and people are in place. Microsoft Dynamics NAV 2015 has been installed on our new server, and we have begun to export our tables from Microsoft Dynamics NAV 5 and import them into Microsoft Dynamics NAV 2015. Our Partner helped get the packages ready and the columns set for each. I took on the task of reviewing, cleaning, and exporting the tables on my own. RapidStart is a great tool available in Microsoft Dynamics NAV 2015, and I would not hesitate to use it again. By making sure the columns and data were correct, it was a piece of cake to use and move the information over into the new Microsoft Dynamics NAV environment. That being said, it was a long job and took me the better part of the week (40 hours) to review and move the information over. Just to give you an idea of the amount of detail involved, we have 17,453 Customers, 1,434 vendors, and 41,702 items. My IT skill level and training are minimal. My skillset is around the accounting environment, and I have learned on the job over the past 35 years. As far as Microsoft Dynamics NAV, all training has been through NAVUG and our Partner, Western Computer. My biggest concern was errors in the information I was uploading, but RapidStart has that covered: After importing the information, it will show you any errors in red, and you have the opportunity to adjust them or delete them. It will even tell you what the actual error was that kept the information from being uploaded. We are now ready to start training our steering team that we put in place at the beginning of the project. We have members from each department on the team, and they will work in the development of the new Microsoft Dynamics NAV environment and will be trained to train the rest of their teams. On a side note, the steering team will remain intact after the project completion and will work on developing an ongoing program to improve our productivity with Microsoft Dynamics NAV and available ISV solutions. We will continue to meet quarterly with our Western Computer team to plan, forecast and budget the upcoming quarter, years, and decades. Someone once told me if you fail to plan, you plan to fail. We do not plan to fail! So just for the rest of today, I am going to sit back and bask in the joy of the Microsoft Dynamics NAV 2015 desktop icon and call it a day. NAVUG Holly Kutil is the accounts receivable manager for American Ring. You can contact her at Hkutil@americanringmfg.com.

Q2/Q3 2015 | 51

Spotlight on.. JEANE N. MEADE

“woman for everything IT and NAV” for Mepps/Mister Twister Who interests you on social media right now? Facebook is for my family. I’m a big forum user – NAVUG™, Spiceworks, and MrExcel/ PowerPivot. On my desk right now are… A coffee cup, an SSD drive to install in a PC, a Microsoft Dynamics NAV upgrade assessment (moving from 2009 R2 to 2015), Microsoft Dynamics NAV 2015, Hyper-V 2012, and Office 365 notes, and an external hard drive with the newest version of Windows 10 preview to install.

My top goals for the rest of 2015 are… 1. Work – Microsoft Dynamics NAV 2015, Ofﬁce 365, and a new VM server. 2. Home – remodel our kitchen. The new cupboards are in; painting walls and installing ﬂooring are yet to be done. What I do when I’m not at work… Read, play with my dogs, snowmobile, and garden. The best advice I ever received… Listen more than talk. Best Quote: When you do things right, people won’t be sure you’ve done anything at all!

Simply better NAV reporting X X X

X X

Add a “My Reports” part to all role centers for users to manage their reports Save report Àlters and options under user deÀned names Use Dynamic Filters that update based on the current date (eg. Revenue Last Week) Use NAV Query objects as a reporting tool with a new output mechanism Distribute sets of reports by email or to Report Inboxes including scheduled execution

55 King Street West, Suite 700 | Kitchener, Ontario | N2G 4W1 PH: 519.594.0133 | info@dynamicspath.com www.dynamicspath.com

52 | NAVUG Magazine

MEMBER CONNECTION USERS HELPING USERS

Busch Systems Marty Pepper, director of operations, and Natasha Malcolm, project coordinator NAVUG™ Members Since: March 2015

We weren’t familiar with NAVUG before Convergence this year as there are not a lot of groups to support Users in Canada. We went to a NAVUG benefits session and liked the idea of Users helping Users. We implemented Microsoft Dynamics NAV last year, and we weren’t getting the full benefits and were working through obstacles on a daily basis. Since Convergence, we’ve been asking questions on www.navug.com and getting answers. We also noticed that if the same person responding to our questions has valid answers, we are able to build trust with those people online. This gives us more confidence in whom we can turn to and trust in the community.

HELPING US CHANGE WITHOUT CHANGE

NAVUG has helped us focus on how we change Microsoft Dynamics NAV without changing the infrastructure of our system. We have a unique business manufacturing, selling, and distributing waste containers, with particular challenges in manufacturing. It’s been really helpful to see what other companies do with Microsoft Dynamics NAV.

THE BEST PART(S)

NAVUG helps us realize what we should be doing. We use the online forum and read the community bulletin every day. If we don’t know what to do, we ask fellow NAVUG Members. As newer Users, it’s nice to know everyone’s been where we are at one point. We have a good Partner, but we don’t always want customizations. It’s also good to see that other people are having the same issues we are, and that we aren’t alone. We don’t want to ask stupid questions, but everyone else is going through the same thing, so it’s okay! We also love the webinars and training sessions, including one about an overview of the NAVUG website. There were cool things we didn’t know were there!

SEE YOU IN RENO!

We’re looking forward to NAVUG Summit, seeing people face-to-face and learning more all-up. We only know what we know, and we haven’t spent enough time to learn beyond. Convergence was an eye-opener, and we’re hoping Summit will be as well. We’re already identifying a good team of people to go with us to Reno. Our logistics manager is a very technical person and is very excited about technology. If we’re going to spend the money on the system and the event, we’re looking for ROI. We want to make sure that the team that goes is able to come back and share with the rest of the team.

Q2/Q3 2015 | 53

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

ﬁnd the

logo

Congratulations to our Q1 2015 contest

winner, Paul Weersma from Industrial

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

user member showcase

Revolution, Inc.! Paul found the logo on

Westinghouse Lighting

page 20 of the Q1 2015 issue of NAVUG™

Magazine. Let’s play again. Hidden

COMPANY ighting ng Westinghouse Lighting

somewhere between the covers of this magazine is our NAVUG logo. Can

you

INTERVIEWEE Joe Flynn, nissttra raator/ ato tor/ database administrator/ develop velop elo er elop lead application developer

WEBSITE ouselighting.com www.westinghouselighting.com RS HEADQUARTERS nnsylvania Philadelphia, Pennsylvania PHONE 909-664-0028

ﬁnd it?

EMAIL houselightingg.c g.co .cco com Flynnj@westinghouselighting.com ESTABLISHED 1946 YNAMIC CS NAV NAV MICROSOFT DYNAMICS USER SINCE 2004

While our logo shows up throughout the

magazine in conventional spots, it’s hidden in only one place.

When you’ve found it, send an email to

Logocontest@navug.com with an

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

him/her in the next

issue of the magazine.

54 | NAVUG Magazine

estinghouse Lighting is a family-owned wholesale distributor that was started in 1946 and is driven by the power of an American brand – Westinghouse. Westinghouse Lighting carries and p g bulbs,, lighting fixtures, provides a full line of light accessor ceiling fans, and lighting accessories. A little more than three years ago ago, Westinghouse m Lighting had a best-of-breed mentality, trying syst to operate with multiple systems including NA to handle its parts of Microsoft Dynamics NAV orders, inventory, and financials. Joe Flynn, lead application developer at Westing Westinghouse Lighting, c described this approach as a complex sea of c for Users to disparate systems, making it difficult use and trust what they had in pla place. Lightin implemented In 2012, Westinghouse Lighting Dynamic NAV solution the complete Microsoft Dynamics “On we got onto to replace its other systems. “Once Microsoft Dynamics NAV, it was a great sigh of pl ” Joe shares. relief to have all our data in one place, diligen Joe has since worked diligently in keeping Westinghouse up to date while optimizing the solution in every way possible. Joe handles all modification requests, bringing th them through the review, development, and testing processes. He fo the company’s also wrote the entire conversion for technical upgrade from version 20 2009 to 2013 in a matter of three months. “I loved that challenge, and we are lucky enough to have a large IT team that can accomplish some upgr upgrades in-house,” Joe says. “But make sure to bring in help for the training/testing portion.”

Continuity Counts

“As a wholesale distributor, it’s critical for our solution to be customizable. In our business, we get demands from the big box retailers like Amazon or Home Depot to make changes in our process by a certain date or else we could lose business.” Joe explains. “The ability to quickly customize Microsoft Dynamics NAV to meet our customers’ demands has been one of the strong points of the solution.” Also, in order to meet those demands, Westinghouse Lighting has implemented a few add-on solutions from Lanham Associates that work directly in Microsoft Dynamics NAV: » E-Ship: This shipping package allows Westinghouse Lighting to shop for vendor rates and print labels with real-time connection to FedEx and UPS. » AFP – Advanced Forecasting and Procurement: This allows buyers across Westinghouse’s global supply chain to predict what they need to buy based on trends and historical data. It’s a very productive tool to assist in future buys and in staying proﬁtable. » EDI: This allows Westinghouse to trade electronically. When a customer sends an order, Westinghouse sends the conﬁrmations, invoices, etc. all through electronic data interchange (EDI). » ACE Warehousing: Although Westinghouse isn’t up and running on this quite yet, this is a radio frequency-based warehousing solution that allows for real-time picking. Order managers can manage all orders on the

YNAMIC CS NAV NA AV V MICROSOFT DYNAMICS VERSION mics NAV 2013 2013 0133 Microsoft Dynamics 144) R2 (Cumulative Update 14) SERS NUMBER OF USERS 75

20 | NAVUG Magazine agazine

ANY nghouse Lighting

Introducing The List MOBILE

Now you can get The List To Go!

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

Table of Contents Industry...................Page 56 Horizontal................Page 59 Services...................Page 65

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

Industry

INDUSTRY

Apparel/Footwear

Construction

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI In-house control, collaborative, or outsourced. Total solution, AS2, and VAN for lower cost of ownership. Seamless simplicity EDI designed specifically for NAV. More documents and users than any other NAV provider. RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

IPM Global Pty Ltd http://www.ipmglobal.net â&#x20AC;˘ 503-608-4770 NEW: IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors. Incorporating Comprehensive Contract and Cost Control.

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

Automotive

Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

Chemicals

Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

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

Axapta

Great Plains

56 | NAVUG Magazine

RedTail Solutions http://www.redtailsolutions.com â&#x20AC;˘ 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Navision

Solomon

http://www.data-basics.com â&#x20AC;˘ 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

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

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.

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

Greenshades Software

AssureSign LLC

http://www.highjump.com/truecommerce 888-430-4489 HighJump TrueCommerce EDI Solutions

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

DATABASICS, Inc.

HighJump Software

KEY:

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment. Best of breed built inside NAV replacing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.

http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Customer Relationship Management

Retail Management System

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

Point of Sale

.Lexmark Enterprise Software (fka Perceptive Software)

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal). Paymate Software Corporation http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE) NEW: Paymate Software Payroll, HR, Time tracking, Scheduling, ESS â&#x20AC;&#x201C; advanced & cost-effective.

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow. Solver http://www.solverusa.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

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

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide. Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

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

KEY:

Axapta

Great Plains

Navision

Solomon

Government Contracting

Healthcare Paramount Technologies http://www.ParamountTechnologies.com 800-725-4408 WorkPlace for Healthcare Requisition, approval, budget checking and integration to Binary Stream for Materials Management Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

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

Customer Relationship Management

Retail Management System

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

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

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

Maintenance Management Verosoft Design Inc http://www.theassetguardian.com/Pages/ index.aspx â&#x20AC;˘ 866-444-2366 ext. 2264 NEW: TAG - The Asset Guardian The best in class to manage Maintenance operations & assets. TAG is a powerful CMMS to plan, control & monitor preventative & corrective maintenance activities. Downtime & cost reduction + performance boost with TAG.

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

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Point of Sale

Q2/Q3 2015 | 57

INDUSTRY

http://www.readsoft.com/solutions/documentprocess-automation/invoice-processingfor-microsoft-dynamics â&#x20AC;˘ 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automationâ&#x20AC;Śavailable 100% cloud-based or on-premise.

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

INDUSTRY

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

Sana Commerce http://www.sana-commerce.com 646-362-0432 NEW: Sana Commerce Sana delivers fully integrated B2B e-commerce solutions for Microsoft Dynamics NAV & AX that help wholesalers and manufacturers to grow online.

Sierra Workforce Solutions

Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects to you an expansive global trading network. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as components or finished goods. Gain control. Lexmark Enterprise Software (fka Perceptive Software) http://www.readsoft.com/solutions/documentprocess-automation/invoice-processingfor-microsoft-dynamics â&#x20AC;˘ 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automationâ&#x20AC;Śavailable 100% cloud-based or on-premise. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

KEY:

Axapta

Great Plains

58 | NAVUG Magazine

Pharmaceuticals

HighJump Software http://www.highjump.com/truecommerce 888-430-4489 HighJump TrueCommerce EDI Solutions

Software

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

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

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle. Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Retail

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

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

Navision

Solomon

Customer Relationship Management

Retail Management System

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. Corporate Services http://www.corpservice.com â&#x20AC;˘ 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent financial information to accurately run your business.

Enterprise Ventures Corporation http://www.bpmtoday.net/ â&#x20AC;˘ 404-600-9252 NEW: Intelligent Business Process Management Solutions The #1 Gartner rated Business Process Management suite for Microsoft Dynamics. We provide organizations with a Total Optimization platform to achieve breakthrough results in lean process improvement.

Utilities Lexmark Enterprise Software (fka Perceptive Software) http://www.readsoft.com/solutions/documentprocess-automation/invoice-processingfor-microsoft-dynamics â&#x20AC;˘ 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automationâ&#x20AC;Śavailable 100% cloud-based or on-premise.

Warehouse Management

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.

Point of Sale

Wholesale Trade: Durable Goods ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE WarehousingÂŠ Flexibility from basic to advanced functionality. Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration.

Flintfox International Limited http://www.flintfox.com â&#x20AC;˘ 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease. HighJump Software http://www.highjump.com/truecommerce 888-430-4489 HighJump TrueCommerce EDI Solutions Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects to you an expansive global trading network.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide. RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Wholesale Trade: Non-durable Goods Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.

Horizontal Solver

Barcode Data Collection Solver

Verosoft Design Inc http://www.theassetguardian.com/Pages/ index.aspx â&#x20AC;˘ 866-444-2366 ext. 2264 NEW: TAG - The Asset Guardian The best in class to manage Maintenance operations & assets. TAG is a powerful CMMS to plan, control & monitor preventative & corrective maintenance activities. Downtime & cost reduction + performance boost with TAG.

MT Mobility http://www.mt-mobility.com 641-753-5999 ext. 151 MT Mobility Mobilized ERP system. Custom software & rugged low-cost barcode scanner.

deFacto Global, Inc. deFacto Global, Inc.

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

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

Business Intelligence

Budgeting

Automation Lexmark Enterprise Software (fka Perceptive Software)

KEY:

http://www.solverusa.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Great Plains

Navision

Solomon

Halo Business Intelligence http://www.halobi.com â&#x20AC;˘ 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.

Customer Relationship Management

Retail Management System

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

Business Process Management Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.

Point of Sale

Q2/Q3 2015 | 59

HORIZONTAL

Asset Maintenance/MRO/ EAM

Compliance Enterprise Ventures Corporation http://www.bpmtoday.net/ â&#x20AC;˘ 404-600-9252 NEW: Intelligent Business Process Management Solutions The #1 Gartner rated Business Process Management suite for Microsoft Dynamics. We provide organizations with a Total Optimization platform to achieve breakthrough results in lean process improvement. Lexmark Enterprise Software (fka Perceptive Software) http://www.readsoft.com/solutions/documentprocess-automation/invoice-processingfor-microsoft-dynamics â&#x20AC;˘ 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automationâ&#x20AC;Śavailable 100% cloud-based or on-premise.

HORIZONTAL

Check Printing Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees. MHC Software, Inc. http://www.mhcsoftwareinc.com â&#x20AC;˘ 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtually any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

Collaboration Platform

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates. Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

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

Credit Card/Check Processing

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

Axapta

Great Plains

60 | NAVUG Magazine

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

Distribution

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

Customer Relationship Management

Document Management

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

Navision

Solomon

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Data Integration

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

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

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

Customer Relationship Management

Retail Management System

Esker Inc http://www.esker.com â&#x20AC;˘ 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform. Lexmark Enterprise Software (fka Perceptive Software) http://www.readsoft.com/solutions/documentprocess-automation/invoice-processingfor-microsoft-dynamics â&#x20AC;˘ 888-732-3763 Invoice Processing for Microsoft Dynamics Push the boundaries of process automation to gain even more productivity, efficiency, and control over your financial processes with invoice processing automationâ&#x20AC;Śavailable 100% cloud-based or on-premise.

Point of Sale

HighJump Software

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

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

Liaison Software Corp

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

E-commerce

Malibu Commerce http://www.malibucommerce.com 213-891-0630 M-Connect and Magento E-Commerce is cheaper and easier than you think by using Magento and M-Connect. With seamless NAV B2B and B2C integrations M-Connect and Magento provide customer self-service and streamline internal operations.

Avalara, Inc.

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

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

Data Masons Software

Clarity Ventures http://www.partnerchannelclarity.com 800-928-8160 NEW: Clarity eCommerce Fully custom, scalable enterprise eCommerce integrated with Dynamics for the best possible digital experience. Built in customized reporting, SEO, business intelligence and comprehensive administration features. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay.

Axapta

Great Plains

http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

Navision

Solomon

Lanham AssociatesÂŽ http://www.lanhamservices.com 678-999-3900 Managed EDI Services Did you know Lanham Services offers Managed EDI Services? Management of day-to-day EDI tasks & error resolution. A true turn-key EDI solution. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Let Lanham be your one stop for EDI. Van, maps, managed services. We wonâ&#x20AC;&#x2122;t lock you in. Full function, fair price. Lower cost of ownership.

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

Electronic Document Delivery (Email)/Faxing Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Customer Relationship Management

Retail Management System

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

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

Expense Solutions

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

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

Point of Sale

Q2/Q3 2015 | 61

HORIZONTAL

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

KEY:

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline employee expense reimbursement with Dynamics.

http://www.gorillaexpense.com â&#x20AC;˘ 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corporate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

HORIZONTAL

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

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

Field Service Management

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect.

Axapta

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

Great Plains

62 | NAVUG Magazine

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

HR Management Paymate Software Corporation http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE) NEW: Paymate Software Payroll, HR, Time tracking, Scheduling, ESS â&#x20AC;&#x201C; advanced & cost-effective.

Paramount Technologies

Payables Enhancement

FieldConnect, Inc.

General Ledger

Gorilla Expense

KEY:

Invoicing Enhancement

Inventory Management ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenishment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as components or finished goods. Gain control. RockySoft http://www.RockySoft.com 970-493-0868 ext. 106 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Navision

Solomon

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.

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

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

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

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise AP Invoice Automation/ Azure Cloud/On Premise Invoice Capture & Approval, Intercompany, Currency, New Vendor Mgmt. Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.

Manufacturing Enhancement

Customer Relationship Management

Retail Management System

Point of Sale

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI. Paramount Technologies http://www.ParamountTechnologies.com/ Solution_InvoiceAutomation.aspx 800-725-4408 WorkPlace AP Invoice Automation Enforce spend management and approvals for PO and non-PO Invoices.

Payroll Enhancement

http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE) NEW: Paymate Software Payroll, HR, Time tracking, Scheduling, ESS â&#x20AC;&#x201C; advanced & cost-effective.

Axapta

Great Plains

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

Pricing Flintfox International Limited http://www.flintfox.com â&#x20AC;˘ 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease.

Procurement Management

Paymate Software Corporation

KEY:

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

Solomon

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

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

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

Paramount Technologies

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

Liaison Software Corp

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

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

Customer Relationship Management

Reconciliation

Adra http://www.adra.com â&#x20AC;˘ +44 207 868 5171 ACCOUNTS â&#x20AC;&#x201C; Transaction Matching Software ACCOUNTS is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.

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

Navision

Purchase Order Processing Enhancement

Retail Management System

Point of Sale

Q2/Q3 2015 | 63

HORIZONTAL

Greenshades Software

Sierra Workforce Solutions

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

Sales Order Processing Enhancement Adra http://www.adra.com â&#x20AC;˘ +44 207 868 5171 RECEIVABLES - Payment Matching Software RECEIVABLES handles complex incoming payments your ERP system canâ&#x20AC;&#x2122;t match. By using three information sources - the payment file, open invoices and the customer register - the system matches all incoming payments.

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

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

HORIZONTAL

Reporting

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

Solver http://www.solverusa.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Supply Chain Management ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Data Masons Software Liaison Software Corp

matches all incoming payments.

Gorilla Expense

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Seamlessly simple shipping built inside NAV. Ship from sales order thru manifest. Carriers, packing, labeling, intl, BOL, LTL. Automatic ASNs.

Scheduled Maintenance Verosoft Design Inc http://www.theassetguardian.com/Pages/ index.aspx â&#x20AC;˘ 866-444-2366 ext. 2264 NEW: TAG - The Asset Guardian The best in class to manage Maintenance operations & assets. TAG is a powerful CMMS to plan, control & monitor preventative & corrective maintenance activities. Downtime & cost reduction + performance boost with TAG.

http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

Shipping/Manifesting

HighJump Software http://www.highjump.com/truecommerce 888-430-4489 HighJump TrueCommerce EDI Solutions

KEY:

Axapta

Great Plains

64 | NAVUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

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

Tax

Time and Attendance

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

DynamicsDownloads

Security

Mergetool.com http://www.mergetool.com/ easysecurity.html â&#x20AC;˘ 678-666-2100 NEW: NAV Easy Security from Mergetool.com Complete security solution for NAV. Permission Recorder, Role Builder, SOX compliant roles verified for Segregation of Duties. Field Level and Data Securityhide fields on forms and pages, filter data users can see

System Enhancement

DATABASICS, Inc. http://www.data-basics.com â&#x20AC;˘ 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use. Paymate Software Corporation http://www.paymatesoftware.com 866-729-6283 (1-866-PAYMATE) NEW: Paymate Software Payroll, HR, Time tracking, Scheduling, ESS â&#x20AC;&#x201C; advanced & cost-effective.

Point of Sale

Trade Promotion Management

Workflow / Notifications

Travel Expense Management

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.

Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

Gorilla Expense http://www.gorillaexpense.com â&#x20AC;˘ 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, purchase card & corporate credit card reconciliation, project accounting expenses, multi-currency, VAT/GST capture & robust integration with GP, NAV, AX & SL.

Services Application Service Provider/Hosting

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

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

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

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

Axapta

Great Plains

Navision

Cloud Computing

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

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

Solomon

Customer Relationship Management

Retail Management System

SERVICES

KEY:

Business Process Outsourcing

Point of Sale

Q2/Q3 2015 | 65

HR & Payroll Implementation & Consulting

Manufacturing Implementation & Consulting

InDemand Trials

SharePoint Development

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

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

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

Marketing Planning & Services

Project Management

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

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

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

Accounting Software, Inc.

ERP Software Blog

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

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

Writing/Documentation Services

The Partner Marketing Group

Member Organizations

Social Media The Partner Marketing Group

Upgrades

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

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

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

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

SERVICES

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

KEY:

Axapta

Great Plains

66 | NAVUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Narrow Your Search for Microsoft Dynamics Add-Ons With The List: Mobile! Visit www.thelistmobile.com on your mobile device and access an up-to-date list of Microsoft Dynamics products and services in your pocket anywhere you go.

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Search by company name, keyword, or filter by Microsoft Dynamics product line to find the products you need.

Retail Management System

Point of Sale

Q2/Q3 2015 | 67

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