2015 Q1 - NAVUG Magazine by Dynamic Communities, Inc

Q1 2015

WWW.NAVUG.COM

COMPLIANCE CONTROL YOUR CHECKS AND BALANCES

REGULATION REQUIREMENTS IN FINANCE AND HEALTHCARE

MEMBER CONNECTION

MEET THE CONVERGENCE SPEAKERS

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In Every Issue

contents Q1 2015

www.navug.com

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

Q1 2015

WWW.NAVUG.COM

COMPLIANCE CONTROL YOUR CHECKS AND BALANCES

5 7 8 10 13 30 34 39 44 45 47 49

From the Director Events Meet the Board Chapter News Welcome to Our New Members Find the Logo Contest Academy Corner Name That Photo Contest Spotlight on Mark Brummel What’s New on the NAVUG Website Word Find The NAV List, from The Partner Channel

Features REGULATION REQUIREMENTS

12 14

Volunteer Opportunities

16 20

Where Does a Sale Take Place in Cyberspace?

MVP Feature Understanding “Wife Syndrome”

Tips & Tricks Moving Purchase Orders Between Two ERP Systems

Beck Consulting . . . . . . . . . . . . . . . . . . 6

Tips & Tricks Role Tips for Microsoft Dynamics NAV 2015

Centerline Software . . . . . . . . . . . . . . . 4

Member Connections Convergence 2015 Speakers

Datahaven. . . . . . . . . . . . . . . . . . . . . . . 2

Microsoft Member Showcase Marko Perisic

Equisys, Inc. . . . . . . . . . . . . . . . . . . . . 31

Putting the Cart Before the Store

Jet Reports . . . . . . . . . . . . . . . . . . . . . 43

32 36

k-eCommerce . . . . . . . . . . . . . . . . . . . 15

ISV Partner Member Showcase Fastpath

Lanham Associates . . . . . . . . . . . . . . 60

40 46

Highlights from our Excel OneSource Series

Thank You to Our NAVUG Summit 2014 Sponsors

IN FINANCE AND HEALTHCARE

MEMBER CONNECTION

MEET THE CONVERGENCE SPEAKERS

Advertiser Index ABC Computers, Inc. . . . . . . . . . . . . . 21 Altec . . . . . . . . . . . . . . . . . . . . . . . . . . 23

NAVUG Summit 2015 . . . . . . . . . . . . . 19 Next Generation Logistics, Inc. . . . . . 37

Member in Action Jason Chance User Member Showcase Westinghouse Lighting

Industry Showcase Utilities

Audit Trails in Microsoft Dynamics NAV: Five Things to Think About

Q1 2015 | 3

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the art of methodology

izing Special in NAV es! Upgrad

Iâ&#x20AC;&#x2122;m not in the business of writing code - I deliver working solutions. Our work together becomes an art form instead of a tedious process, because I thoroughly understand business, finance and accounting practices and am also a great developer. A lot of process is vital when your project needs multiple people to design, program, test, and implement your solution. With my combined business and technical expertise, your experience will be different. I will rapidly get up to speed on your needs, and then design, code, test, and deliver a working solution in far less time than most people are used to. JAY MALIK

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Education

ATTACK THE NEED

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It takes just hours or days for me to understand your needs and develop a shared vision for your project. My MBA and success as an entrepreneur, manager, and consultant means you can trust that I think in terms of a complete solution, and not just a bunch of code. I have worked with customers in almost every industry since starting as a consultant at Price Waterhouse, so you can rest assured Iâ&#x20AC;&#x2122;ll have relevant insight for your project.

While completing my MBA and interning with Price Waterhouse, I discovered a natural gift for learning new technologies rapidly and using technology as a tool to solve customer problems. Programs are like paintings to me, allowing me to fix bugs while writing sound, structured code. My programming mantra is, â&#x20AC;&#x153;do whatâ&#x20AC;&#x2122;s right, not whatâ&#x20AC;&#x2122;s easy.â&#x20AC;?

Work Â&#x2021; 0DQDJHU 3ULFH :DWHUKRXVH Â&#x2021; 3UHVLGHQW ,03$&7 7HFKQRORJLHV ,QF Â&#x2021; 6DOHV 0DQDJHU 3ODWLQXP (SLFRU 6RIWZDUH Â&#x2021; 93 )LHOG 6HUYLFHV $PHULFDQ )XQGZDUH Â&#x2021; )RXQGHU &(2 6HUHQLF 6RIWZDUH ,QF Â&#x2021; )RXQGHU &(2 &HQWHUOLQH 6RIWZDUH ,QF

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VISUALIZE THE SOLUTION Development should happen â&#x20AC;&#x153;outside-in.â&#x20AC;? This requires visualizing the user experience and reporting needs, defining productivity goals, and sometimes choosing new technologies to accomplish old objectives. For example, deprecating the use of older technologies (like NAS) or using SQL Server and Excel integration in better ways are good for replacing older processes.

BUILD A PROTOTYPE Customers respond to design better if they can see a prototype versus paper specifications. Microsoft Dynamics NAV is an excellent prototyping tool. I like to show the data model and user interface to confirm your needs are being met and to produce a better estimate and project plan.

TEST THE HECK OUT OF IT Nothing, nothing, nothing is more frustrating to a client than to try out a new program, and learn that they just became a tester instead of a user. Testing is NOT your job. My ability to switch hats from programmer to end user allows me to challenge and fix my code. Your job should be to verify and use the work product.

DELIVER A WORKING SOLUTION And that completes the project. Whether youâ&#x20AC;&#x2122;re looking for a new feature, an upgrade, or a fix to an existing mess, you deserve a responsive, successful professional and functioning software solution. If you need an experienced and accomplished person for your NAV project, whether youâ&#x20AC;&#x2122;re a customer or a partner looking to shore up your project team, email me or visit my website. Letâ&#x20AC;&#x2122;s attack your needs and get you running.

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

letter

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

NAVUG: Making History in 2015

Mark Rhodes

t’s March 2015? Really? I still vividly recall standing in front of my TV (yes, I was that excited) and watching the fireworks launch over Sydney Harbor as we celebrated the arrival of a new century. Countering my disbelief at what the calendar says, 2015 started as the most exciting in the history of NAVUG™. We’re unleashing an even wider range of webinars this year – some 160 to 170 – across multiple levels and roles. We’re planning on an even bigger and better Summit, with more than 550 attendees. We’ve welcomed five new members to our board of advisors (meet them and read our chair’s note to the outgoing board members in this issue). We have more than 200 recorded sessions available whenever you need an answer. We’re a community of Users for Users, and if you haven’t gotten involved in the past, now is the time. The theme of our Q1 2015 magazine is “compliance”, which means different things to different people. Whether you’re worried about SEC filings, FDA inspections, or tracking transactions and price changes in Microsoft Dynamics NAV, the proper setup, use, and reporting of Microsoft Dynamics NAV are critical. And because of all the flavors involved, we couldn’t come close to covering all the nuances for all the industries. So this is the start of a conversation. Share your questions, your insights, your challenges, and your solutions on our Collaborate discussion boards at www.navug.com. See what your fellow Members are doing, how they’ve configured Microsoft Dynamics NAV for their requirements, and/or what addon tools they’re using. It takes about 30 seconds to post or answer a question, but it will save you hours of research or head-scratching. While 2015 already seems to be whizzing by, I believe I have learned a secret in making the calendar slow down: Make sure you’re experiencing new things, spend time with family and friends, and stop convincing yourself that everything has to be done now. Now, if I can just listen to my own advice… In honored service of your community,

Mark Rhodes NAVUG Director

Q1 2015 | 5

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events sessions meetings courses

NAVUG™ Academy Pre-Conference Training

Academy Courses

www.navugsummit.com/reno

March 18 – Manufacturing 1 in Microsoft Dynamics NAV 2015 March 19 – Manufacturing II in Microsoft Dynamics NAV 2015 March 27 – Microsoft Dynamics NAV Development Series –

NAVUG Summit 2015

April 17 – Microsoft Dynamics NAV Development Series –

October 12 – 13 | Reno, Nevada

Foundations October 14 – 16 | Reno, Nevada

Intro to C/AL

www.navugsummit.com/reno

April 22 – Microsoft Excel Basic – Moving and Viewing Data,

Webinars

April 23 – Microsoft Oﬃce Excel Intermediate –

Using Functions, and Much More March 23 – OneSource Excel Series: How to be a Power-User

of PowerPivots March 24 – RapidStart Upgrade – Data March 27 – OneSource Excel Series: Turn Up the Heat with Power Map April 1 – OneSource Series: Excel – Excel Idol April 7 – Overview of the New Cash Management Features in Microsoft Dynamics NAV April 9 – RapidStart – Code April 14 – Leadership SIG: Microsoft CustomerSource – Your Dynamics Life Support System April 16 – Leadership SIG – The Art of Winning More Business with LinkedIn May 12 – Leadership SIG – Delivering Happiness: A Path to Proﬁts, Passion, and Purpose

It’s About the Pivot May 15 – Microsoft Dynamics NAV Development Series – Tables June 26 – Microsoft Dynamics NAV Development Series - Pages

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. Q1 2015 | 7

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

leaders m e e t y o u r n av u g l e a d e r s

A message from Marc Allman, chairperson of the NAVUG Board of Advisors... “On behalf of the entire NAVUG™ community, I want to express our gratitude to our outgoing board members: Greg Kaupp, Henning Lund, Jon Rivers, and Tom Doran. Your dedication and passion were signiﬁcant factors in our growth last year. We couldn’t have done it without you! Thank you!” Your New Board for 2015 Earlier this year we elected a new NAVUG Board of Advisors. Below are the proﬁles of several Board of Advisor members. Additional NAVUG Board of Advisor members include: Claus Lundstrøm, Jason Chance, Kerry Rosvold, Mark Brummel, Mark Rhodes, Marko Perisic, Steve Chinsky, and Tony Darden

Amanda Mayer global ﬁnance controller corporate Ellsworth Corporation Amayer@Ellsworth.com

Bob Buccigrossi business system improvement manager EBO Group, Inc. Rbuccigrossi@pttech.com

What does your company do? We’re a manufacturer and distributor of adhesives, engineered application solutions, and adhesive dispensing systems. How many Microsoft Dynamics NAV Users do you have? 113 Which product version are you using? Microsoft Dynamics NAV 2009 R2, but we will be going live with our Microsoft Dynamics NAV 2013 R2 upgrade in the next few weeks. What are you looking forward to with leadership involvement? The NAVUG™ community is such a great group of like-minded professionals. I’m honored to be considered a leader of this group, and I attribute my current professional development growth to being a NAVUG leader. I’ve met so many interesting and intelligent people that I can’t help but want to continue my involvement. I hope that I can continue to contribute as much back to the group as I feel I’ve gained from being a Member.

What does your company do? EBO Group is a 100 percent employee-owned manufacturing company with several subsidiaries. PT Tech engineers and manufactures industrial clutches, brakes, and control systems; TransMotion Medical (TMM) engineers and manufactures the most advanced selection of mobile, motorized stretcher-chairs for healthcare facilities; and AeroTorque engineers and manufactures torsional controls for the wind turbine drivetrain. How many Microsoft Dynamics NAV Users do you have? We have 42 Microsoft Dynamics NAV licenses, but nearly 100 Microsoft Dynamics NAV Users. What are you looking forward to with leadership involvement? I look forward to helping others improve their Microsoft Dynamics NAV experience and realize gains from their investment.

Dave Hatker vice president, information technology Creatively Classic Activities and Books, LLC Dave@elfontheshelf.com

What does your company do? We are a family-owned publishing company focused on creating family moments. Our main brand, The Elf on the Shelf®, is used by millions of families all over the world. How many Microsoft Dynamics NAV Users do you have? 40 Which product version are you using? Microsoft Dynamics NAV 2013 with a planned upgrade to Microsoft Dynamics NAV 2015 this year. What are you looking forward to with leadership involvement? I’m particularly focused on helping NAVUG become an even better resource for everyone involved. This includes serving on the Convergence Customer Advisory Board, providing sessions at both Convergence and NAVUG Summit, and assisting in special NAVUG projects that come up during the year.

8 | NAVUG Magazine

Kim Congleton senior ERP solutions architect Group O Kim.congleton@groupo.com

What does your company do? Group O is a diversiﬁed business process outsourcing provider that helps world-class organizations optimize their operations and results through strategic marketing, supply chain, packaging, and business analytics solutions. Headquartered in Milan, Illinois, with more than 40 locations nationwide, Group O is one of the largest Hispanic-owned companies in the United States and employs more than 1,200 people. How many Microsoft Dynamics NAV Users do you have? 215 Which product version are you using? Microsoft Dynamics NAV 2009 and Microsoft Dynamics NAV 2013. What are you looking forward to with leadership involvement? I am looking forward to meeting more of the Microsoft Dynamics community members and being more involved at a diﬀerent level. I have really appreciated all of the connections and new things I have learned participating in NAVUG, and I’m looking to give something back to the community in any way I can. I saw this as an opportunity to really dig in and participate.

Marc Allman COO AMS Controls Mjallman@amscontrols.com

What does your company do? We’re into industrial automation for the metal forming industry. How many Microsoft Dynamics NAV Users do you have? 15 Which product version are you using? Currently on Microsoft Dynamics NAV 2009 but preparing to upgrade to Microsoft Dynamics NAV 2015. What are you looking forward to with leadership involvement? Being involved in the leadership of NAVUG has been one of the most fulﬁlling things I’ve done in my career. I’m looking forward to continuing this experience with this awesome User group community!

Suzanne Scanlan marketing manager ArcherPoint LLC Sscanlan@archerpoint.com

What does your company do? We’re a Microsoft Dynamics NAV value-added reseller. How many Microsoft Dynamics NAV Users do you have? 80 Which product version are you using? Microsoft Dynamics NAV 2015. What are you looking forward to with leadership involvement? I look forward to helping grow the NAVUG User base and provide tools and content to help Microsoft Dynamics NAV Users get the most out of Microsoft Dynamics NAV.

Trish Boccuti director of marketing Fastpath Trish@gofastpath.com

What does your company do? We make security, audit trail, and compliance tools for Microsoft Dynamics NAV. What are you looking forward to with leadership involvement? My role on the NAVUG board will be focused on social media and marketing, and I am really looking forward to helping spread the word and getting more Users involved in such a great community.

Q1 2015 | 9

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

news c h a p t e r

ne w s

Up-and-Coming Chapter

SOUTHERN CALIFORNIA Chapter Leaders Brian Bates, chair person Karen Kwong, vice chair for membership Paula Cook, vice chair for communication Users at the inaugral Southern California chapter meeting Twenty-six Microsoft Dynamics NAV Users attended the inaugural Southern California NAVUG™ chapter meeting on February 18, 2015.

to the challenges expressed. We all came away with something new to try or an idea to research later.”

The chapter’s leadership team, Paula Cook, Brian Bates, and Karen

Don Saito, from Premium Partner Member SCS Dynamics, gave a

Kwong, were thrilled about the range of attendance and can’t wait for

presentation on the best ways to migrate to a new version of Microsoft

their next meeting in May. Brian Bates, “We met longtime Microsoft

Dynamics NAV. His presentation helped attendees understand what

Dynamics NAV Users as well as brand new Users just implementing

must be considered depending on the amount of customization each

the software. It was interesting to hear the broad range of business

Microsoft Dynamics NAV implementation requires, overall health of

types using Microsoft Dynamics NAV in SoCal.”

historical data, reporting needs, and what business objectives may

The chapter’s ﬁrst meeting was a dynamic knowledge-sharing

have changed since the original installation. He also described the

environment where attendees shared their favorite tip on using

realistic costs and timelines involved. Brian explains, “It was good

Microsoft Dynamics NAV and discussed recent challenges they’ve

to hear that Microsoft has made signiﬁcant investments in making

had. Brian says, “I found this discussion enlightening and was

upgrading to newer versions of Microsoft Dynamics NAV an easier

impressed with how other Users would oﬀer suggestions and solutions

process overall.”

Chapter

HIGHLIGHTS 10 | NAVUG Magazine

» First chapter meeting attendance: 26 » Meeting occurrence: Quarterly

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

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Up-and-Coming Leader

ADAM JOHNSON director of sustainability Log House Foods Ajohnson@loghousefoods.com

At only six months old, the Minnesota chapter already has 57 active Members and is going strong. Adam Johnson leads this fast-growing group and is thrilled to see steady growth and eager-to-learn Users participate. “At our ﬁrst meeting, I really wasn’t sure what to expect.” Adam explains, “I was very happy to see not only a large group of Users show up, but also a group of Users that were excited about Microsoft Dynamics NAV, excited to learn more about how to better leverage it in their businesses, and excited to network with other Users.” For Adam, the best thing about helping lead the Minnesota chapter is the Users. Adam shares, “Our Members have been very active in posting to the discussion boards and helping answer each other’s questions, as well as attending and actively participating in the meetings we have had. It is very rewarding to see this group thrive the way it has and to know that by helping to organize the group, we are (hopefully)

“I was very happy to see not only a large group of Users show up, but also a group of Users that were excited about Microsoft Dynamics NAV...”

making a diﬀerence for all of them.”

» Meets quarterly based on suggested topics from Members » Has grown to 57 Members after just six months

Leadership

HIGHLIGHTS Q1 2015 | 11

™ NAV

WHAT’S NEW ON NAVUG.COM?

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

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

» » » »

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

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

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

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

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

Signing up is quick and easy. Visit www.navug.com/volunteeropportunities today! 12 | NAVUG Magazine

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 Advanced Barrier Extrusions CERF Incorporated Clarus Medical, LLC Command Tooling Systems Ekonomi Klara Papper AB Fashion Angels Foremost Groups, Inc. Intervision Foods, LLC Jason Pharaceuticals John H. Carter Co., Inc. Microgard

Millennium Stimulation Services Mississippi Market Cooperative, Inc. Osprey Packs, Inc. PackSmart, Inc. Prince Lionheart, Inc. Royal Canin Russel Metals, Inc. Smoothie King Trans-Market

New NAVUG Partner Members Go Integration, Inc. SCS, Inc.

Minequip Minequip was founded in 1980 to service the construction and mining industry in Latin America and is an authorized distributor for Hitachi, Cummins, Atlas Copco, Bradken, SAS Global, and a number of other manufacturers. The company has two fully operational regional oﬃces with maintenance staﬀ, workshops, and rebuild facilities to complement the main facility in the United States. In addition to the afore-mentioned distributor role, Minequip provides the following products and services to its customers: parts sales and support, used equipment sales, rebuild facilities for used machines and components, MARC and maintenance contracts, and logistics and consolidation of components and parts for shipping. Minequip has been able to penetrate the market and consolidate its position as market leader in the mining sector through its maintenance and technical support globally.

Thank you to the following Members for participating in the NAVUG Member Get A Member Program: Kate Morgen Troy Harkness

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

“Although we have a fair understanding of the core Microsoft Dynamics NAV functionality, we want to maximize our Microsoft Dynamics NAV investment and expand its use to many more areas within our business,” says Eduardo Diaz, IT director for Minequip. “With the help of the NAVUG community, we hope to exchange ideas, recognize what has worked and what hasn’t, obtain valuable feedback on our plans and design, and reduce our time to deployment and implementation. In addition, we look forward to the webinars which serve as a very useful training tool for our Users.”

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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

member in action

BRAZIL OR BUST: THE CHANCE OF A LIFETIME JASON CHANCE

ason Chance is a senior programmer analyst at Seventh Generation and has worked with Microsoft Dynamics NAV for about seven years to improve sales and operations planning at his organization. But Jason’s technical savvy didn’t start there. From 1999 to 2002, he served in the Peace Corps in the Republic of Guinea, West Africa as a high school math teacher and worked on IT projects as well. While not Jason’s first experience abroad, his Peace Corps assignment grew his love for travel and technology. And another love came from his time in West Africa: Jason met his wife, Nicole, who served in the Peace Corps as an English teacher at the University of Kankan. Ever since their time in West Africa, Jason and Nicole have wanted to give their children, Aidan (9 years old) and Sadie (4 years old), the opportunity to live abroad, and that opportunity has presented itself. Nicole works as a study abroad advisor at Middlebury College in Vermont and has accepted a position to work with the study abroad office in Florianópolis, Brazil for 12 months starting in August 2015. “We’re in the discovery phase right now of figuring out the mass of details, but we’re all really looking forward to it,” Jason shares. His first detail was to get approved to work remotely for a year, although he is concerned that being physically removed from his colleagues for 12 months is going to be a challenge. Jason says, “One of the things I love most about Seventh Generation is being a part of the community here, and I’m really going to miss not being able to have conversations in the hallway or go out to lunch with colleagues.” While Jason also regrets that he won’t make it to Summit in Reno, he will be serving on the NAVUG™ advisory board and programming committee from abroad (what a trooper!). In addition to learning the Portuguese language while in Brazil, Jason plans to learn how to surf, eat a ton of great food, and enjoy the tropical weather and beautiful landscapes. “I can’t wait to explore the country and just dive into the ways of life down there. It will also be an amazing and unforgettable experience for the kids to be immersed in Brazilian culture. We’re lucky to have this opportunity.” As a true Peace Corps native, Jason plans to address the organization’s three goals of providing technical assistance, sharing U.S. culture with the host country, and sharing the host country’s culture with the U.S. “I look forward to sharing Brazilian culture with friends and family when we get back to the U.S.,” Jason says. “I believe our time abroad will make us stronger as a family and give us a greater appreciation of both U.S. and Brazilian cultures.”

NAVUG

Jason and Nicole in West Africa while serving in the Peace Corps. 14 | NAVUG Magazine

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

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Staying on Top of the Changing Rules story by Cory Barwick, NAVUG™ Partner Member Wolters Kluwer

tate sales and use tax laws have long been an area of ongoing complexity and change, but emerging technologies have increased that complexity tenfold. It wasn’t that long ago when terms like “cloud computing” sounded more like science fiction. Today, they are well understood by most Americans. As more technology migrates to the cloud and as Software as a Service (SaaS) becomes a common means of software distribution, products are being digitized and downloaded instead of purchased on-site at the store. States are hungry for revenue, but they don’t know quite how to proceed since their laws often define taxable goods as tangible items. States are taking very different approaches to taxing emerging technologies, making it increasingly difficult for companies to move forward with confidence. If you are feeling lost in the transition, you are not alone. The purpose of this article is to provide an overview of the state sales and use tax issues facing large and small companies today and to provide a roadmap for companies to see their way through the complexity.

A Changing Landscape State sales and use laws have always had their unique quirks. Not long ago (it has since changed), North Carolina’s tax code defined “food” as any item that contained flour and exempted those items from tax. As a result, you could purchase a Snickers® candy bar and not pay state sales tax because it contained flour. If you wanted a Mars® Bar, however, you’d better be prepared to pony up because Mars Bars did not contain flour. So you had two pieces of candy from the same supermarket shelf being treated very differently due to a technical definition. Similar issues are arising with emerging technology today. Take Microsoft Office, for example. Just a few years ago, if you wanted to purchase a copy of Microsoft Office, you would walk into a store like Best Buy and pick up a CD/DVD. That disk was taxable because the disk itself was tangible. Today, you can go to Microsoft.com and subscribe to Microsoft Office 365. You receive the same Office functionality, only the software is housed on Microsoft servers, not on your computer. The method of delivery is what’s making one version taxable and one not taxable, depending on where you live. Today, we are probably more likely to download our music from iTunes instead of purchasing CDs in a music store. Or we could access a music streaming service such as Spotify that allows subscribers to play music on any device for a subscription fee. The change in the delivery of products and services has meant changes to the ways states tax these items. 16 | NAVUG Magazine

Increased Regulatory Complexity Predictably, states are taking very different approaches in how they treat digital or cloud-based products, making it exceedingly difficult for companies to stay on top of the multitude of regulations. For example, Pennsylvania, Texas, and Utah have started to provide guidance on the taxability of SaaS products, while some states such as Colorado and Virginia have decided not to tax SaaS products, which could encourage cloud service providers to open offices and create jobs in their states. Some states have begun moving forward on a case-by-case basis, while others haven’t even begun grappling with this thorny issue. One thing is clear: As cloud computing continues to evolve, and as more states seek fresh revenue sources, we can anticipate a great deal more action and change in this space. The challenge is for companies to stay on top of the evolving regulations. Many states are starting to change their definitions of a taxable product. In the past, states would tax tangible items. If it could be held and touched, it could be taxed. Now we’re seeing states change the wording of tax laws, introducing a great deal of ambiguity by saying that personal property is anything that can be perceived by the senses of the purchaser. In addition, they are changing the definition of “situsing” rules. Put another way, they are beginning to redefine where a sale is sourced for tax purposes. For transactions involving sales of digital content and cloud services, the proper application of situsing rules is largely dependent upon how these product offerings are characterized in a given state. The threshold issue is to determine how the product or service is characterized for sales and use tax purposes (e.g., tangible personal property, service, etc.). Once that determination is made, each state’s situsing rules may be applied. However, states have proven inconsistent in characterizing the sale of emerging technologies as tangible personal property or services for sales and use tax purposes. These types of state inconsistencies are the rule rather than the exception. Nevertheless, once the characterization of a product and its taxability are determined, an understanding of a state’s sourcing rules is essential.

Who Gets the Tax? When a company with a cloud in one state sells to a customer in another, which state gets the tax? Is it the state where the User buys the product? Or the state where the server is located? The answer, as you might have guessed, is “it depends.” Some states are using the billing address of who purchased the product. Others have decided to source the tax to the location of the server. Still others take a multiple-points-of-use approach. When companies have multiple locations, things tend to get complicated quickly. Questions that need to be answered include: » Which jurisdiction gets the tax when software is downloaded from a server in one state and used by a customer in another? » Where did the property change hands? » Where did the property originate from? » Who shifts the property to someone else? » Where is the address that gets the bill? Q1 2015 | 17

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A Ray of Hope On the bright side, there’s a growing movement toward simplifying the state sales and use tax code to create a common, universal definition of how to tax these emerging technology products. The Streamlined Sales Tax Governing Board (http://www.streamlinedsalestax.org/), which consists of 24 states coming together to create a uniform sales tax law, has attempted to lead the charge in establishing clear and predictable rules around situsing. Unfortunately, it appears that these issues will not be resolved in the near future. Based on the recent introduction of federal legislation intended to mandate collection on remote sellers (the Marketplace Fairness Act or MFA), the short-term efforts of the Streamlined Sales Tax Governing Board will be focused on the implementation issues associated with federal legislation rather than on these more substantive issues. That leaves businesses in a challenging position because they are the most at risk of being audited. Unfortunately, the burden is on companies to stay on top of the murky state tax laws themselves, but many organizations are simply not staffed appropriately to do that effectively.

So What’s a Company to Do? Smaller businesses have it the hardest given their staffing challenges. Generally, they only have one or two people on their accounting staff, and if they have an online store, they could be doing business in 30 to 40 states. Those two people have a business to run, and it’s difficult to find the time and resources to stay current with evolving regulations across all states. Below is a checklist to help companies of all sizes move forward and truly master the states sales and use tax requirements: 1. Understand your business. First, take a look at your organization’s geographic footprint to get a solid understanding of your business. Where do you have employees? Where do you have inventory? Then take a look at your sales channel. Are you only selling in brick-and-mortar locations? If so, are you going to be adding any over the coming years? Is your business going multi-channel? Are you expanding from brick and mortar to becoming an online retailer? What about the products and services you offer? Are you adding anything new to the mix? Once you understand your business and where it is going, there’s no reason to be afraid of sales tax. 2. Take advantage of technology. Technology can help you stay on top of all sales and use tax law changes in every state in which you do business. Companies like Wolters Kluwer have built their businesses around keeping companies informed and up to date on how the various state tax laws work nationwide. Solutions such as CCH Sales Tax Office, IntelliConnect, and Sales Tax Rates and Decisions Administration Reporting (RADAR) make sure that people have the latest information and enable them to stay compliant in an efficient manner. When companies like Wolters Kluwer do your tax research for you and deliver that research through innovative solutions, they’re giving you back time, enabling your staff to get back to running the business. They’re taking a wealth of information and putting it in your hands through solutions that are easily integrated into your environment. 3. Consider professional services. For some projects, it can make sense to bring in professional help. Wolters Kluwer has an accomplished professional services group consisting of CPAs whose sole purpose is to help companies implement best practices. A professional services team can help you determine your business footprint, where you may have exposure, and identify places where you should be collecting taxes. They can also help you install and configure software so that you are fully supported, thus minimizing impact to your daily operations. NAVUG Cory Barwick is a technical product manager of indirect solutions for Wolters Kluwer and can be reached at Cory. barwick@wolterskluwer.com.

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

“

I just got out of a meeting that took me almost two hours to explain all that I experienced at NAVUG Summit. I am going to my manager to get approval to sign up for next year! - Paula C.

Learn more today about this must-attend event:

navugsummit.com

user member showcase

Westinghouse Lighting

COMPANY Westinghouse Lighting INTERVIEWEE Joe Flynn, database administrator/ lead application developer WEBSITE www.westinghouselighting.com HEADQUARTERS Philadelphia, Pennsylvania PHONE 909-664-0028 EMAIL Flynnj@westinghouselighting.com ESTABLISHED 1946 MICROSOFT DYNAMICS NAV USER SINCE 2004 MICROSOFT DYNAMICS NAV VERSION Microsoft Dynamics NAV 2013 R2 (Cumulative Update 14) NUMBER OF USERS 75

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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 provides a full line of light bulbs, lighting fixtures, ceiling fans, and lighting accessories. A little more than three years ago, Westinghouse Lighting had a best-of-breed mentality, trying to operate with multiple systems including parts of Microsoft Dynamics NAV to handle its orders, inventory, and financials. Joe Flynn, lead application developer at Westinghouse Lighting, described this approach as a complex sea of disparate systems, making it difficult for Users to use and trust what they had in place. In 2012, Westinghouse Lighting implemented the complete Microsoft Dynamics NAV solution to replace its other systems. “Once we got onto Microsoft Dynamics NAV, it was a great sigh of relief to have all our data in one place,” Joe shares. 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 them through the review, development, and testing processes. He also wrote the entire conversion for the company’s technical upgrade from version 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 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

“No company knows everything. The only way we can learn is to ask questions of our peers, and NAVUG makes that possible online and in person at events like Convergence and Summit.” ﬂoor by priority without dealing with paper processes. Westinghouse also uses a package called TimeXtender, which allows it to extract data out of Microsoft Dynamics NAV and build cubes for external reporting needs. Joe and his team are currently exploring a more robust business intelligence (BI) solution to fulﬁll the increased demand for analytics. As Westinghouse builds out its solution, Joe keeps the past in mind. “We learned from our best-of-breed approach that we don’t want to be all over the board dealing with disparate data. The complexity that existed created a reactive environment that consumed a large portion of time keeping data in sync. Now that we have continuity, we have more confident Users, a speedy onboarding process, and a way to deliver what we promise our customers. It’s a win-win-win!” Joe continues, “For this reason, we’re very careful and consistent with what addons we choose and implement into our processes.” Joe is also thankful for the learning available from NAVUG™ through daily emails and constant access to the community. “No company knows everything. The only way we can learn is to ask questions of our peers, and NAVUG makes that possible online and in person at events like Convergence and Summit.” NAVUG

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feature the MVP

UNDERSTANDING “WIFE SYNDROME” story by Alex Chow, Microsoft MVP and NAVUG Partner Member AP Commerce Inc.

erhaps I should change the title so that I don’t sound so sexist. But this is an issue I keep facing almost weekly. It’s a problem that I recognize, acknowledge, and work on, and it’s something I see others working on, too. We would correct it and it would be ﬁne for a while, but then, inevitably, the problem would surface again.

What is Wife Syndrome? Basically, it is that your significant other expects you to read her mind. I’m married to a beautiful and energetic person. I’ve often described myself as a very lucky man, and I’m reminded of this every morning when I wake up next to her. I would describe my wife as an overachiever in every sense from grade school to her post graduate studies. She has really done well for herself. And when she plans a party, whether it’s for our kids or an adult dinner party, you can be sure that everything will be perfect, and guests will thoroughly enjoy themselves. What’s the problem? Well, when doing these preparations, she’ll have a million and one things running through her mind. And every one of these things needed to be done an hour ago. Because of this, not only is my wife a fast worker, but she’s also precise and efficient. She knows how it’s done before it’s done. However, there are things that she just doesn’t want to do (or can’t do), such as taking out the trash, opening jar lids, killing bugs, etc. So where do I fit into all this? Well...I’m pretty much the village idiot. Everything I do around the house is wrong. Or really wrong. Conflict usually arises when I’m called to help her. The more recent example of Wife Syndrome is when I tried to put up our Christmas tree. A live Christmas tree needs a base to stand on, so putting up a Christmas tree is a two-person job: One person to hold the tree up and the other person to direct the base so the bottom of the tree is aligned with the base. Being the physically stronger of the two, I held the tree while she gave me instructions. Here’s our conversation while I was lifting up the tree so she could put the base on. Wife: “Okay, just move it over there.” Me: “Where’s there?”

22 | NAVUG Magazine

Wife: “Over here a little bit more.” Me (with my arms getting sore): “What do you mean ‘here’? Where’s ‘here’?” Wife: “You’re almost there. Just a little bit more here.” Me (face red with my arms about to break): “What’s ‘here’?!?!” I was pretty upset, and she was, too. She was upset because I didn’t move it in the correct direction; I was upset because I can’t read her mind. Of course, being a good husband, it ended up being my fault. Despite her many attempts, I just can’t read minds.

How does this relate to a business? Home isn’t the only place where we expect others to read minds. Not only do I see this within my own organization, but I also see it in clients’ organizations for the companies with which I consult. Here’s a typical conversation I have with my colleagues: Me: “Please help client ABC add the ability to block salespeople from changing the price.” Colleague: “Okay, how do you want that to work?” Me: “On the sales line” Colleague: “Just make it the field non-editable?” Me: “No, look at customer XYZ. We did something similar for them.” Colleague: “Where?” And so forth and so on. Why do I do this? Well, after I assign a task to a colleague, my mind is already off to the next challenge/problem. Because I work with very capable and intelligent people, in my mind the task is considered done when it’s assigned. What I don’t realize is that my instructions to them are virtually non-existent. I’ve inadvertently set them up to fail. You may be wondering why you didn’t hire Microsoft Dynamics NAV consultants who can read minds in the first place. I know, I know...It’s my fault. My wife frequently (indirectly) asks me why I can’t read her mind either. But the fact of the matter is that hiring Microsoft Dynamics NAV consultants who can read minds is really, really expensive. The real problem here is that we give less than specific instructions for the tasks that need to be done. This is especially true when things are moving at

a million (and one) miles an hour (or km if you don’t live in the U.S.). Enough cycles of this, and you’ll get employees that are scared to do anything and are always waiting for your instructions. They know if they take the initiative, it’s wrong.

So how do you avoid it?

chemistry will develop. With chemistry, you can pretty much just utter one word, and your colleagues will know what you mean. No one is out to get you, and no one is an idiot; the problem is the lack of information given and how it’s given. In the case of my marriage, I’m still working on how to read her mind. NAVUG Alex Chow is founder and president of AP Commerce Inc. and author of www.dynamicsnavconsultant. com. He can be reached at Achowtc@hotmail.com. This article is part of a new feature series in NAVUG Magazine, where you’ll hear from talented Microsoft Most Valued Professionals (MVPs).

I wish it was as easy as “just communicate”. I think to resolve this is to determine what to communicate. We try to follow these four steps when we want to delegate tasks to another person: » Explain what the problem is now. (Salespeople are changing the unit price when they’re not supposed to.) » Explain how it should work. (The salespeople should not be able to change the unit price on the items. However, they can set their own price for non-item lines.) » Explain how to replicate the problem. (Right now, anyone can change the unit price.) » Explain what you’d like to see as an end result. (When the default unit price pops up after an item is entered on the sales order, it should not be changed. Check out customer DEF as a reference.) Assuming you work with capable and intelligent people, they should be able to fill in the blank on what needs to get done. Giving this type of instruction also requires the “task giver” to fully understand how Microsoft Dynamics NAV works. In other words, you cannot just assign a random person who does not understand the solution to give tasks to developers. Everyone will truly get lost.

Conclusion As the old saying goes, “If you want something done right, you have to do it yourself.” Of course, you can choose to do everything yourself, but then you’d be sacriﬁcing your time doing everything rather than doing something more meaningful. Building a rapport with the people you work with requires time and eﬀort. The better you can describe what needs to be done, the easier it will get. With time,

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t&t

TIPS & TRICKS

Moving Purchase Orders Between Two ERP Systems by Ryan Ketterling and Ron Ketterling he following question was posted on www.navug.com, and Ryan Ketterling, sales consultant, and Ron Ketterling, president, of Business Automation Specialists of Minnesota, Inc. jumped in with some advice. Do you have another idea? Log on to www.navug.com to share your suggestion.

“I have several companies that need to exchange purchase orders between companies, and we currently email purchase orders. Two companies are on Microsoft Dynamics NAV, and one is on Epicor P21. We are potentially looking at EDI to move the purchase orders between companies. Wondering if anyone else is using this method or has a different method to pass orders from one company to another?” Ryan’s Answer: “Microsoft Dynamics NAV has great tools to import and export data. With three of you on Microsoft Dynamics NAV, I would look at ways to use Microsoft Dynamics NAV import tools. EDI adds a whole diﬀerent level of complexity and a lot of cost. There are good reasons for EDI, but if you don’t have to go there, I wouldn’t.”

Ron’s Answer: “If you have control of both ends, you can use web services on Microsoft Dynamics NAV to import POs as sales orders and export purchase orders. The two Microsoft Dynamics NAV companies could use Microsoft Dynamics NAV’s intercompany functionality to pass POs back and forth. Epicor probably has similar functionality, or you could import directly to SQL. We have done this in a wide variety of circumstances, and your Partner can help you through this process.”

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Role Tips for Microsoft Dynamics NAV 2015 by Meenakshi Singh

he following question was posted on www.navug.com, and Meenakshi Singh, ERP system analyst/project manager for Home Market Foods, jumped in with advice. Do you have another idea? Log on to www.navug.com to share your suggestion.

“We are planning for our Microsoft Dynamics NAV upgrade from Microsoft Dynamics NAV 2009 R2 Classic Client to Microsoft Dynamics NAV 2015 this year. Does anyone have tips, advice, and/or great resources they could recommend for really learning about how roles work, how they are set up, how best they can be leveraged, and how to develop them with the business areas? While we’ll be digging in to figure this out ourselves, I’d like to reduce our learning curve as much as possible. Thanks!” Meenakshi’s Answer: “The roles and permissions for the RoleTailored Client (RTC) are similar to Classic Client with additional profiles access. So, you will need to give permission for those profile tables, cue tables, and the corresponding pages. If you are familiar with the basic security setup on the Classic Client side, you should be able to manage it with these additions for RTC. Review the basic standard role on how page/profile permissions are set up. I manage all my RTC security myself using the Microsoft Dynamics NAV roles and permissions. So far it’s been working great without any add-on security tool.” NAVUG

Q1 2015 | 25

The NAVUG™ community is proud to announce that a number of our active Members will share their expertise at Convergence 2015 in Atlanta. We caught up with them to learn more about their sessions, how they prepared, and how they feel about presenting at this level.

Bob Buccigrossi EBO Group, Inc. Rbuccigrossi@pttech.com

Kimberly Congleton Group O Kim.congleton@groupo.com

Ron Skalski Sikich, LLP Rskalski@sikich.com

SESSION(S)

CS15N013 | Effective program management of your Microsoft Dynamics NAV environment

CS15N014 | Learn from your peers: Get ready for your Microsoft Dynamics NAV upgrade

WHAT ARE YOU LOOKING FORWARD TO WITH THIS PRESENTATION?

Helping others manage their Microsoft Dynamics NAV environment and leverage their investment by fostering a culture for continuous improvement.

Sharing ideas that have helped some of our clients as well as picking up some new ideas from interaction with the audience.

HOW DID YOU CHOOSE YOUR TOPIC AND HOW DID YOU PREPARE?

The topic was Mark’s (Rhodes, NAVUG director and co-presenter) idea. The theme of the Q4 2014 issue of NAVUG Magazine and our NAVUG community in general is “Driving Efﬁciency”, and we believe this session is an extension of driving efﬁciencies throughout an organization.

Learning something new. I ﬁnd that with each presentation, I learn something new when I’m preparing for it. There is a lot of information on upgrades and it’s always fun to learn what other people are doing. I like to combine my experiences, Users’ experiences, and other resources when preparing my presentations.

MEMBER CONNECTIONS

HOW HAVE THESE TYPES OF PRESENTATIONS/ EXPERIENCES HELPED YOU GROW PROFESSIONALLY AND PERSONALLY?

We prepared by identifying everyday issues, then tailored this session to address those issues and provide some resources to minimize (or preferably, eliminate) them.

Whenever I do a presentation, via webinar or in person, I’m a nervous wreck! But I realize I’m able to learn and experience much more by leaving my comfort zone. I’ve been able to network with others that have helped me grow in many areas, both professionally and personally.

26 | NAVUG Magazine

My topic is one that I’m very familiar with as Group O has four databases, and we have done multiple upgrades and implementations. It’s a topic that I think is really important to get right and we, at Group O, are always looking for ways to better prepare ourselves for the next upgrade.

I started presenting a couple of years ago in order to challenge myself professionally. It was not an area that I spent a lot of time working on. It has been a big challenge, but it has also been a really great experience. Through my presentations I have had the opportunity to meet many people in the Microsoft Dynamics NAV community that I might not have met had I not been the presenter. I encourage everyone to try it.

Upgrades are often more difficult than expected. Many of our clients wish they could push a button and the upgrade would be complete. The more modified a system is, the farther away they are from that button push. There are steps that can be taken to reduce that separation, and I would like to see all Microsoft Dynamics NAV Users be able to reap the benefits of keeping up with the improvements Microsoft puts into each release of Microsoft Dynamics NAV. Our team has learned some ways to think about upgrades that I hope others can learn from.

These presentations have introduced me to Users and Partners in the Microsoft Dynamics NAV community, and the sharing of experiences has given me insight into solving problems or inefﬁciencies in our own business.

Included below are each Member’s session title(s) and code(s). You can look these sessions up in the Convergence session catalog to get more information about conference scheduling and post-conference download options. www.microsoft.com/en/convergence/atlanta15/Session-Catalog.aspx

Mark Brummel Liberty Grove Software Mbrummel@libertygrove.com

ID15N005 |Ask your peers: Reporting with Microsoft Dynamics NAV and Word – really! ID15N006 | Ask your peers: Upgrading Microsoft Dynamics NAV myths and facts

Many people say that reporting used to be easier in the past. I have always disagreed with that, except that using Visual Studio has a learning curve. The new Word reporting option takes that learning curve away by using a tool that we are all so familiar with and so much online information is available on. (Have you ever Googled RDLC?) The Word reporting is a great new feature that allows end Users to create a lot of reports themselves without a Partner. As for the upgrade session, for some reason I’ve always liked upgrades more than new implementations. Some of my Customers have been using Microsoft Dynamics NAV for nearly 20 years and have upgraded several times. Having done upgrades for more than a decade from an end-User perspective, I’ve seen many pitfalls, especially in the area of surrounding topics such as upgrading hardware, SQL server, operating systems, and making sure printers are still supported. Upgrading is so much more than “just” moving in a new version of Microsoft Dynamics NAV. I am looking forward to sharing these experiences.

Upgrades have always been my passion, that one was easy. Choosing a reporting session was perhaps mostly about being frustrated with the general opinion that reporting is complex in Microsoft Dynamics NAV, which it is not, especially now with Word as an option for the layout. In preparation, I always combine my personal experience and opinion with Microsoft materials. As an MVP, I have the privilege to be aware of new technology soon and give feedback to the teams while the software is still in its design stage. From this perspective, there are some cool stories to tell around the history of Word reporting, which I will deﬁnitely use in my presentation. From my experience, I know that these stories always help with understanding the “how” and “why” of things.

Having done these presentations for nearly 10 years, the biggest personal gain is the feedback and discussion of the audience. This helps me grow and better understand the needs of our community. I use this feedback when talking to the teams in Denmark about new features in upcoming versions. It’s a win-win-win situation for the community, Microsoft, and myself. However…No matter how many of these presentations I have done, I always have a healthy level of nervousness.

Robb Delprado Western Data Systems, Inc. Robb@westerndatasystems.com

DD15N004 | Microsoft Dynamics NAV: Posting groups

As a trained accountant and CPA, I have worked with a number accounting packages. From my initial experiences with Navision in 1999 through today, I am a huge advocate. With more than 50 Microsoft Dynamics NAV implementations under my belt, I am always enthusiastic about the challenges and opportunities new Users encounter with their implementations. I am looking forward to showing my audience that Microsoft Dynamics NAV is a very simple software to set up that can provide solutions for both basic and complex accounting requirements.

Under the covers, Microsoft Dynamics NAV is an accounting system. Posting groups are the building blocks in Microsoft Dynamics NAV, and once you understand the basics, you can create the matrices to meet your ﬁnancial requirements. Throughout my career as an implementer, project manager, account manager, and end User, I have been challenged with unique reporting requirements. I chose this topic to demonstrate the simplicity of these building blocks to provide solutions for unique challenges.

There is always some extra stress when you commit to presentations outside your organization. It is always good to share information with others, especially when you are passionate about the subject. I look forward to seeing other longtime, passionate Microsoft Dynamics Users and support staff who are also giving their time to collaborate with new Users and the rest of the Microsoft Community.

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microsoft showcase

The Evolution of the Microsoft Dynamics NAV Upgrade Transitioning from Engine Change to Oil Change by Marko Perisic

Marko Perisic director of program management

eople that know me will tell you that it is impossible to avoid a car conversation with me, especially if it goes anywhere close to a German car manufacturer from Stuttgart. In writing this article, I could not help but to compare the upgrade experiences with some car analogies. For those that are not car buﬀs, no worries, it is a factual article for all of you Microsoft Dynamics NAV Users, Customers, Partners, and…well, we know we have Microsoft Dynamics NAV fans, and we are proud of that. Speaking about Microsoft Dynamics NAV and upgrade in the same sentence usually evokes dual feelings – ones of the pride in product, and some concerns about the upgrades, especially from Microsoft Dynamics NAV 2009 to Microsoft Dynamics NAV 2013, especially from Classic two-tier platform to the new RoleTailored Client (RTC) threetier platform. There have been a lot of concerns. A lot of stories. A lot of myths. So, let’s clarify some of that. First of all, let’s clarify the terminology. When I talk about upgrade from Microsoft Dynamics NAV 2009 to Microsoft Dynamics NAV 2013, I am referring to an upgrade from Microsoft Dynamics NAV 2009 Classic to Microsoft Dynamics NAV 2013. Customers already running Microsoft Dynamics NAV 2009 RTC will have a signiﬁcantly easier time upgrading to Microsoft Dynamics NAV 2013.

The Engine Change (Not a Car Change) There is a myth that a Microsoft Dynamics NAV 2009 to Microsoft Dynamics NAV 2013 upgrade is a reimplementation. I don’t know where this originated, but I can assure you there have been many very successful upgrades from Microsoft Dynamics NAV 2009 to Microsoft Dynamics NAV 2013. What is the challenge then? In Microsoft Dynamics NAV 2013, three signiﬁcant changes have been made to the architecture. 28 | NAVUG Magazine

#1 – Two-tier stack moved to a three-tier stack Originally, Microsoft Dynamics NAV was based on a two-tier platform stack. There was the rich Classic Client connecting directly to the database. This comes from the “old” days when software was considered to be the application running on your desktop. In many cases, that is all you had – a local .exe. Then people realized, especially in business software, that they needed to share data between the applications. The easiest way to do that was to connect the applications to the same database. Hence, the simple two-tier stack. The world evolved. Business solutions connected to the rest of the world. Web become the standard. Mobile applications became an intrinsic part of the solution. Services running online in the “cloud” of services “out there” all talking to each other. Taking the two-tier platform into that world was a non-starter. If you have any doubt, you can convince yourself by trying to run a few examples. Connecting external services to an application running on someone’s desktop is unimaginable. Security trimming, User management, scaling, high availability, disaster recovery, backup, load balancing, and many other scenarios are impossible with a two-tier stack, or at least signiﬁcantly more complex and expensive. This change needed to happen. #2 – Moving from Classic Client to RTC Part of the application tier, in the two-tier model, was the User interface (UI). The User experience, and the business logic runtime, were both running in the same .exe. This UI was starting to look dated. But, most importantly, in the new three-tier world, we needed to have a client connecting to the middle tier. Considering the need for a new client, as well as the dated look and feel of the Classic Client, we decided to

move the client forward into a more Outlook look and feel, as well as to introduce the concept of role tailoring. Roles enabled us to keep adding functionality to the product while avoiding prohibitive complexity by means of surfacing only the functionality to Users that they care about. At the same time, some of the principles of the new RTC built into the architecture allowed us to have multiple rendering targets. The first, and only one in Microsoft Dynamics NAV 2009, was the RTC (later rebranded as the Windows client). In Microsoft Dynamics NAV 2013, we introduced the SharePoint Client. In Microsoft Dynamics NAV 2013R2, we introduced the Web Client and SharePoint app. In Microsoft Dynamics NAV 2015, we brought the best-in-class tablet experience. All of this was possible because of the new client architecture. This change needed to happen. 3# - Moving from Classic reporting to RDLC reporting In Microsoft Dynamics NAV 2009, the reporting engine was very closely tied into the runtime stack. You would essentially run some code, and that code would be able to at any point of its execution “print” out to a report page. This in itself was very powerful because you had the full power of imperative code at your availability during the rendering of the report. At the same time, it was limited for the modern world of reporting. In the modern world of reporting, a report is no longer just a paper page. It is many things. Some reports are still document-style reports, but there are also financial reports, external reporting systems, Power BI, analytics, etc. The classic reporting system was limited in that it did not have a clear decoupling of the dataset, from the processing of the dataset to the rendering of the processed dataset. In choosing the technology to decouple that, we have chosen RDLC, a prevalent technology for reporting in Microsoft. While in some ways it was not as powerful as Classic reporting, in many ways, not unlike the three-tier stack, that decoupling enabled the future of Microsoft Dynamics NAV reporting – OData services, Power BI, Query, Partner tools, external reporting systems, Word reporting in Microsoft Dynamics NAV 2015, etc. This change needed to happen. The many changes that needed to happen also brought with them upgrade costs. If you move to three-tier, you need to start thinking about three-tier deployment – it is not enough to have the database server running ; you will need to think about hosting your middle tier, the NST. If you move from Classic Forms to RTC Pages, it requires a redesign and introduces new interaction patterns. If you move from Classic reporting to RDLC reporting, you will have to rethink how you design your reports. It is a cost, and not an insignificant one. In many ways, going back to the car analogy, one can indeed see this as an engine change. An expensive, high-risk operation that you don’t want to do too often, but certainly not a complete car change. That is, there is no reason to do a complete reimplementation. And, there is an upside to that…

The Necessary and Successful Transition As described above, the transition we have made was a necessary one. Not only did it enable some of the key scenarios in the modern

world, but it also created a platform that enables Microsoft Dynamics NAV as a product to sustain itself in a mobile-first, cloud-first world. It enables us to bring Microsoft Dynamics NAV into the cloud on Azure. It enables us to integrate Microsoft Dynamics NAV deeply into Office 365. It enables us to integrate Microsoft Dynamics NAV with online services. It enables us to broaden the reach of Microsoft Dynamics NAV, beyond the desktop, or the browser, onto mobile devices. While the transition may seem like an engine change in terms of cost, the engine you get back into your car is a much more powerful engine. Moving from the 2009 two-tier, Classic stack onto the modern three-tier stack is like moving from a four-cylinder 60-horsepower diesel from the ’80s into a modern 700-horsepower turbocharged hybrid while at the same time preserving your investments in the rest of the car. A large majority of the application code, written by Partners and Microsoft, is carried into this new modern era of Microsoft Dynamics NAV. You run Microsoft Dynamics NAV on Azure, in Office 365, and on a tablet, and much of the code that runs is the same code that came from the desktop, on-premises world. You get to transition a maturity of functionality into a mobile-first, cloud-first world. Born-in-the-cloud products have a great mobile-first, cloud-first story, but they don’t have the richness of functionality. Traditional, matured-on-premises products are struggling to make the transition into cloud and mobile. Microsoft Dynamics NAV is the only product that has managed to make that transition successfully – to transition rich, mature functionality into the mobile-first, cloud-first world.

More Good News – the Oil Change Model Now that we have transitioned the product into the mobile-first, cloud-first world, we have a stable platform on which future upgrades have become progressively easier. (As a matter of fact, we will soon consider calling them updates rather than upgrades.) As an example, we have Customers that have upgraded from Microsoft Dynamics NAV 2013R2 into Microsoft Dynamics NAV 2015 in one day. We will continue to push that bar even further, pursuing minimal, or even zero-effort, upgrades in the future. We are doing this by the following means: » We are shipping more often. Products that are too long “under the bell”, and away from the market naturally diverge from the market causing upgrade problems, despite the best efforts. » We are intensely scrutinizing any changes. Making a product change has become very difficult internally in our R&D organization. Not because we don’t value innovation, but for the sake of ensuring that we carry the rest of the channel with us. Engineers attempting to make breaking changes will be facing very rigorous scrutiny of the reasoning for making such changes, as well as being asked to explore and report back on options to make the same changes in a non-breaking way. Upgrade has become first priority, not an afterthought. » We have changed our culture to agile development. In agile development you make continuous small modifications that you validate in market and readjust, rather than making big bang Q1 2015 | 29

changes and attempt to integrate/upgrade. Strategic investments are a series of carefully planned micro steps to a larger goal. Not one big push, and deal with consequences later. Because, after all, the whole premise of agile is to operate at zero-debt development. Every time you ship a big disruptive release, you collect debt, both technical and functional. The traditional opinion of that being the only way one can move the product strategically is ﬂawed, and many products, including recent releases of Microsoft Dynamics NAV, have proven that you can indeed walk the product in a strategic direction as a series of small steps. So, moving forward, our Partners and Customers will see more frequent, less intrusive updates to the software, equivalent of periodic oil change maintenance, rather than big engine changes.

In recent years, we have received much feedback about focusing a lot on technology and not enough on functionality. I have a deep understanding why our Users have that ask. Deep functionality is

ﬁnd the

Congratulations to our Q4 2014 contest winner, Amy

Richardson from Habitat for Humanity International and Youssef Cherif from Adactis! Amy found the logo on page 16 and Youssef found the logo on page 26 of the Q4

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logo member in action

NAME THAT PHOTO

CONTEST

PAULA COOK

THE DEFINITION THE TH OFF TTEAMWORK O EEA AMWORK

2014 issue of NAVUG™ Magazine. Let’s play again. Hidden

ith more than 25 years in the technology field along with invaluable experience in the U.S. Navy, Paula Cook, a Microsoft Dynamics NAV programmer at The Ken Blanchard Companies, epitomizes teamwork and tenacity. Paula started her naval career at a time when women had to volunteer to go on ship. She was one of the first 72 women aboard alongside 380 men.

“It all came down to teamwork. Being on a floating vessel in the middle of the ocean, it simply has to run as a well-oiled machine! We were successful together.” Paula continues, “It also helps to have a bit of innate tenacity; if you don’t have what you need, you need that ‘get up and go’ to get at it.” Being

somewhere between the covers of this magazine is our

one of 14 children in her family, Paula definitely knows a thing or two about teamwork and tenacity. It was during her three years in the service where her technology career got its start. Paula worked in data processing with computers that were taller and wider than she was. While attending the Naval Postgraduate School in Monterey, California, she worked with Army colonels on voice analysis,

NAVUG logo. Can

you ﬁnd it?

“training” computers to recognize voice intonations. She received her degree in computer science while at the Naval Postgraduate School. From there, Paula says, “The rest is plain old experience. The beauty of the service is gaining that hands-on experience you learn from each other, not from a book.”

Candy Crush Saga or a mobile dashboard? If you were to create an app, what would it be?

Traveling the world while in the Navy greatly contributed to that experience, giving Paula profound memories. “Travel is an education,” she says. “All your senses are put in motion when you’re in another country.” With trips to Egypt, Greece, Spain, and more, the Navy enhanced Paula’s love for travelling and diversity. “Going abroad makes you realize just how big the world is and that for us to be successful, we must all get along.”

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

Paula recalls her time in Egypt as eye-opening. “I remember seeing children go to school on the side of the road with a board up against the tree. That was their education. The trip really made

While our logo shows up throughout the magazine in

“The beauty of the service is gaining that hands-on experience you learn from each other, not from a book.”

conventional spots, it’s hidden in only one place. 16 | NAVUG Magazine

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.

30 | NAVUG Magazine

26 | NAVUG Magazine

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Even More Good News

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

what impacts their experience every day they use the product. In a way, they don’t directly care if the product is in the cloud or threetier. At the same time, our Users and their organizations do care that the business solution they are running their business on is a longterm sustainable investment. With Microsoft Dynamics NAV we have achieved exactly that – we have empowered every Microsoft Dynamics NAV Customer with longevity of their business solution investment. As this product transition is complete, we will be taking the opportunity to refocus our resources on deep functionality, but now also delivered in the cloud with a broad reach on devices. We are very happy about where our product is. We are proud of where it came from. Most importantly, we are excited like never before about where we will be taking Microsoft Dynamics NAV in the future. You should be, too. NAVUG

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Zetadocs now supports more deployment options – document archival to network folders and NAV Web client support Zetadocs for NAV is a ready-made, document management add-on designed specifically for Microsoft Dynamics® NAV. Zetadocs offers out-of-the box functionality and customizable options, allowing NAV users to build a true paperless solution that is designed around their particular business needs or budget. Eliminate timeconsuming, costly and cumbersome paper-based processes with Zetadocs for NAV. Why Zetadocs for NAV? > Saves time and costs by producing, sending, filing and automating document retrieval > Improves customer service by helping finance, sales and customer service teams respond more quickly to inquiries by having everything on screen > Reduces carbon footprints by cutting the amount of paper printed, stored and delivered > Zero client-side software deployment options > New cloud services for modern mobile working

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feature

Putting the

CARTBefore the

STORE

story by Ron Ketterling, NAVUG Partner Member Business Automation Specialists of Minnesota, Inc.

ften when we think about e-commerce, we think about selling, advertising, marketing, and design. While these are all critical to your e-commerce success, equally important is getting your operations structure ready during your shopping cart development. Before you start your shopping cart project, consider the operational impact. Plan your web store in a way that will ﬁt within your business objectives and operational

capacity. Many times, the marketing team develops the web store with no consideration for the business process. It is, after all, marketing and sales, isn’t it? We frequently get a call after the web store is developed. The caller (either the web developer or the person in charge of the web store) wants to integrate the orders into Microsoft Dynamics NAV. Typically, the web developer has told them how easy it is to integrate shopping carts into an ERP system. Generally, “easy” is easy to say but can be diﬃcult to do. Integration is easy if everyone is on the same page, but the devil is in the details. Websites and stores tend to be Tinker Toys with any outcome possible, given enough time, money, and talent. ERP systems are written and used by tens of thousands of businesses and have strict reporting guidelines. The meshing of the two can be challenging, but not as challenging as mixing your web orders into your traditional orders. The new operational mix can be seriously challenging.

Customer Expectations Change Many times e-commerce success results in unintended consequences. For example, if you are an industrial products supplier, you may be familiar with the pallet or case level requirements of your customers. You have prearranged terms, freight, delivery schedules, and order processing. Your typical sale may be multiple pallets of cases with a week lead time for delivery with a price of multiple thousands of dollars. With a successful web store, your typical sale may be for one or two eaches of several products with a sale price of less than $100. Sure, your margin percentage is much higher, but so are your costs. Consider that it will take the same or more time to pick eaches of two products than to pick one pallet of two products. Your material handling equipment is diﬀerent. Your shipping will be parcel rather than LTL (less than truckload) or delivery. The customer’s expectations are diﬀerent, too. Web customers expect quick turnaround, perhaps next day or two-day delivery, and are expecting the picking to occur today, not on your normal order turnaround.

Warehouse Requirements Do you have enough warehouse space to deal with the changes in order fulfillment? Perhaps you only sell case lots to your regular customers. If your web store sells eaches, you will have to have product in two different type pick-faces. You will have to institute a break-bulk, replenishment system for the eaches. Do you have the warehouse staff and equipment to handle higher transaction volume and still maintain the customer service level your traditional customers require? Can they handle the higher expectations of the web customer?

32 | NAVUG Magazine

Accounts Receivable You are used to customers paying invoices within terms by ACH, check, or credit card. Now, you will be accepting credit cards for much smaller transactions. Depending on your credit card set up (remember PCI compliance), you may have an issue when a web customer returns product and you have to issue a credit for the return. How will you issue the credit if the credit card information is separate from your Microsoft Dynamics NAV system?

Customer Service You are used to working with customers who know your products and will have technical questions related to commercial or industrial use. Are you prepared to answer phone, email, or chat questions from hobbyists and do-it-yourself homeowners? Do you have the necessary staďŹ&#x20AC;? Does your staďŹ&#x20AC; have the technical skill, time, patience, and attention to deal with chat and email responses? Web buyers tend to be impatient and have no loyalty to keep them waiting for answers. Are you prepared for the legal liability or reputation damage from improper use of your product? There are a myriad of technical and budgetary issues.

Integration and Control Okay, you have thought about all the operation issues. What about integrating your web store into Microsoft Dynamics NAV (itâ&#x20AC;&#x2122;s easy, remember?). Most web developers consider their web store to be the business driver. What they havenâ&#x20AC;&#x2122;t discussed in the sales process is which product is the master and which is the subsidiary. Of course, their thought is that the web store is the master. I am certain your CFO, warehouse staďŹ&#x20AC;, and others will have a diďŹ&#x20AC;erent opinion. This is the start of some diďŹ&#x192;cult issues and questions that you should answer before you negotiate the web store contract. Here is a partial list: Âť Sales Tax t )PX XJMM ZPV IBOEMF EJÄ&#x2030;FSFODFT JO UBY DBMDVMBUJPO t 8IP XJMM IBOEMF TBMFT UBY SFQPSUJOH t 8IJDI TZTUFN XJMM DPOUSPM UBY KVSJTEJDUJPOT Âť Credit Card Processing t 8IFO XJMM UIF DBSE CF DIBSHFE t 8IP XJMM DIBSHF UIF DBSE t )PX XJMM ZPVS XFC TUPSF IBOEMF WBSJBCMF GSFJHIU BOE DSFEJU DBSE QSF BVUIPSJ[BUJPO t 8JMM ZPVS XFC TUPSF BQQMZ UIF DSFEJU DBSE QBZNFOU UP UIF JOWPJDF Âť Customer records t 8IJDI TZTUFN JT UIF NBTUFS BOE DPOUSPMT DVTUPNFS OVNCFST t 8IFSF BSF DIBOHFT NBEF t 8JMM ZPV TUPSF BMM DVTUPNFS SFDPSET JO .JDSPTPGU %ZOBNJDT /"7 PS VTF B XFC DVTUPNFS UP process all transactions? t 8IJDI TZTUFN XJMM NBOBHF TIJQ UP BEESFTTFT t 8IJDI TZTUFN XJMM NBOBHF DSFEJU UFSNT BOE BVUIPSJ[FE QVSDIBTFST Âť Is the web store geared toward retail customers (BtoC), commercial customers (BtoB), or both? t 8JMM ZPV EJTQMBZ BWBJMBCMF JOWFOUPSZ t 8IBU JT BWBJMBCMF JOWFOUPSZ /FU PG TBMFT PSEFST JODMVEF JOCPVOE QVSDIBTF PSEFST

t 8JMM ZPV EJTQMBZ BMM JOWFOUPSZ PS POMZ TFMFDUFE JOWFOUPSZ t 8JMM BMM DVTUPNFST HFU UIF TBNF QSJDF t 8IFSF XJMM ZPV NBJOUBJO JOWFOUPSZ QSJDJOH t 8JMM ZPV TFHSFHBUF JOWFOUPSZ GPS ZPVS XFC TUPSF Âť Will ERP feed shipping data back to the web store for updates or will the ERP system notify the customer? Âť Do you have restrictions in your vendor agreements or government regulations that will prevent you from selling in certain areas or to certain types of customers? These generally donâ&#x20AC;&#x2122;t matter in your traditional business because your customer service reps know the rules â&#x20AC;&#x201C; how will you enforce the rules in a wide-open market? There are integrated shopping carts already working with Microsoft Dynamics NAV that can minimize the questions and issues you have to resolve. Some work with popular shopping carts like Magento or Bigcommerce; others have proprietary shopping carts. Some oďŹ&#x20AC;er ties to Amazon and eBay. These range in price from relatively inexpensive to pricy â&#x20AC;&#x201C; but of course pricy is a relative term. Look at the pre-integrated web stores available for Microsoft Dynamics NAV to minimize risk, expand capacity, and reduce operational costs. Finally, I hope that your success doesnâ&#x20AC;&#x2122;t out-pace your capacity. Best of luck in your web business. NAVUG

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learn academy corner

Pre-Summit and Post-Summit

PERSPECTIVES FROM THE EYES OF A NEWBIE

eb Haneke, financial advisor at ESSDACK, a non-profit educational service center, attended Summit in St. Louis for the first time in October and had very interesting perspectives along the way. She posted a great blog on www.navug.com, and we are reprinting it below. Enjoy!

PRE-SUMMIT PERSPECTIVE I must admit that I was a bit apprehensive about what to expect. Even as I registered, I had some self-doubts about whether I even knew enough about Microsoft Dynamics NAV to fully participate and engage in a meaningful learning experience. (We implemented Microsoft Dynamics NAV 2013 in January of 2014.) I was concerned that our business might be so unique that the sessions wouldn’t be applicable. (We are a non-proﬁt, fund-based, cash-basis

34 | NAVUG Magazine

entity.) I pondered the cost/beneﬁt ratio of travel expenses, registration costs, and last but not least, time out of the oﬃce and away from home and family with what I might reasonably expect to gain.

POST-SUMMIT PERSPECTIVE First of all, I have to say, when I committed to attend, I went for broke. Not only did I register for Summit, but I also registered for one of the Pre-Summit sessions. Believe me, this wasn’t without a great deal of consideration. First of all, the session which held the greatest interest for me was on Monday, and that meant I’d have a full day between it and the start of Summit. Secondly, this extended the time I would be away from the oﬃce, and, of course, there would be additional costs involved. My Pre-Summit session was Kerry Rosvold’s “Account

The conference was well-organized. Hats off to the many persons involved in the planning, organizing, and delivering of this event.

Schedules” class. It was awesome!! Not only is she a true expert with ith practical ti l business b i experience i leveraging l i accountt schedules, h d l but she is also an accomplished speaker. (As a former educator, I always appreciate solid instructional practices, and she nailed it!) I left class with a conceptual understanding that will allow me to move forward as I imagine and build the reports to serve our organizational needs, as well as some amazingly simple but powerful tips and tricks. Finding myself with an open day before Summit kicked oﬀ turned out to be a real gift. I spent the better part of the day on Tuesday holed up in my room, implementing what I learned on Monday. I not only improved some of the account schedules I “inherited,” but I also tried my hand at creating some new ones. And then it began. My full Summit experience. Let me try to summarize some highlights... » The conference was well-organized. Hats oﬀ to the many

persons involved in the planning, organizing, and delivering of this event. thi t

» The session topics were robust and oﬀered options for learners of all levels from a variety of perspectives.

» There were plenty of networking opportunities available, both by design and happenstance. In summary, there is something magical that happens when you have a community of passionate people who are committed to supporting the success of each other. I am leaving Summit with new knowledge and an expanded vision of possibilities. I have a new “Rolodex” of solution providers, some of which are for options I didn’t even know existed. While I don’t have a stack of business cards from persons I met, I do have contact information from a select few, and I know our interactions will be mutually beneﬁcial. Thank you, NAVUG Summit, for a great experience! NAVUG

Q1 2015 | 35

industry showcase

Utilities: More Than Just Two Squares on the Monopoly Board

obile device tower maintenance, safe drinking water for communities, and electricity at the ﬂip of a switch are just a few ways these NAVUGTM Members of the utilities industry serve the greater good, making our everyday niceties a possibility.

FREDERIKSBERG FORSYNING A/S Copenhagen, Denmark Frederiksberg Forsyning A/S is a utility company oﬀering domestic gas, tap water, district heating, and sewage to approximately 100,000 residents as well as to industrial consumers in Frederiksberg. Its services include laying and maintaining underground pipelines, customer support, and information campaigns as well as solving technical malfunctions for their consumers. They also install meters, approve installations, and oversee invoicing.

MASTER METER Mansﬁeld, Texas Master Meter has been a technology partner to water utilities for more than four decades. Master Meter is a pioneer in the design, development, and manufacturing of precise water meters used in millions of homes and businesses throughout North America.

36 | NAVUG Magazine

STUART DEAN New York, New York Stuart Dean is an international provider of renowned interior and exterior architectural restoration services. It specializes in restoring and protecting metal, stone, wood and glass surfaces, and providing innovative grout and ﬂooring solutions.

SERVICE STREAM LIMITED Melbourne, Australia Service Stream manages all the legal and logistical aspects of local site access involved in the roll-out, maintenance, and servicing of essential networks. This includes site visits for mobile device tower maintenance, property rights to install high-speed ﬁber-optic cables, and managing appointment times for new equipment installations.

AQUATERA UTILITIES INC. Alberta, Canada Aquatera Utilities, a leading steward of air, land, and water, is a full-service utility corporation providing highquality utility services such as safe drinking water for community health as well as utility services that foster regional prosperity.

RADIAN RESEARCH, INC. Lafayette, Indiana Radian Research, Inc. is a recognized world leader of energy reference standards, energy meter testing systems, current transformer testers, DC to AC transfer standards, and automated laboratory energy reference systems. Radian provides both portable and primary energy reference standards that are absolutely unequaled in accuracy, stability, and reliability.

FEIT ELECTRIC CO., INC. Pico Rivera, California Feit Electric is a proud ENERGY STARÂŽ partner and is committed to producing the most innovative energysaving lamps. Feit Electric, a proven leader in the industry, has revolutionized compact ďŹ&#x201A;uorescent lamps (CFL) and LED lamps with its innovations.

Dynamics TMSÂŽ LV D YHU\ HDV\ WR XVH VKLSSHUV VROXWLRQ WKDW HQDEOHV XVHUV WR DXWRPDWH PDQ\ RI WKHLU GDLO\ WDVNV RI RUGHU SURFHVVLQJ FDUULHU UDWLQJ WHQGHULQJ ORDG EXLOGLQJ WUDFNLQJ DQG IUHLJKW VHWWOHPHQW

METRO CONTRACT SERVICES ChesterďŹ eld, Missouri Metro Contract Services is committed to providing experience, performance, and quality to its customers at a cost-eďŹ&#x20AC;ective price. The companyâ&#x20AC;&#x2122;s workmanship and service are second to no one in the mechanical services industry. Services include millwright, rigging, turnkey installations, custom fabrication, piping, and facility or vessel modiďŹ cation and repair, and more.

Rate shoppingâ&#x20AC;&#x201D; LTL, Truckload, Multi-mode

Carrier Tariff Management

Load Planning & Routing Optimization

Appointment Scheduling

Track & Traceâ&#x20AC;&#x201D;Load status

Web tendering and EDI communication

Freight Audit & Settlement

KPIâ&#x20AC;&#x2122;s & Custom Reporting

Sku Level Freight Allocation 1611 Colonial Parkway Inverness, IL 60067 P: 847-963-0007 F: 847-963-0079 Sales@nextgeneration.com www.nextgeneration.com

Q1 2015 | 37

isv partner member showcase

Fastpath NAVUG™: What does Fastpath offer Microsoft Dynamics NAV Users in terms of security and compliance? Liz Piteo (LP): Fastpath offers a suite of security, audit, and compliance software for Microsoft Dynamics Users, helping Users understand segregation of duties issues, understand risks in the organization, track changes of critical data, and help gain a better vision of their security and compliance processes to see where their potential conflicts may be.

COMPANY Fastpath INTERVIEWEE Liz Piteo, CRISC, vice president of business development WEBSITE www.gofastpath.com HEADQUARTERS Urbandale, Iowa PHONE 515-276-1779 EMAIL Liz@gofastpath.com

NAVUG: What are the biggest pains your customers experience in terms of compliance? LP: Microsoft Dynamics NAV has a change log that’s bulky, cumbersome, and difficult to set up. And once it is finally set up, it’s difficult to get the information out. Our tools, such as our Audit Trail product, are much more intuitive to set up and configure. We offer out-of-the-box reporting, and we can track not only changes in Microsoft Dynamics NAV, but also from external sources (SQL). It’s very simple to get information out of the system once you have it all set up. NAVUG: Tell us a little more about how Fastpath specifically helps Microsoft Dynamics NAV Users get compliant and stay compliant? LP: The segregation of duties analysis that we offer helps Users with SOX, HIPAA, JSOX – really anyone who falls under compliance regulations. We also offer out-of-the-box reporting so clients can come up with a strong strategy to achieve continuous compliance. All reports generated from our software are real-time, so organizations can always see where they stand in terms of security and compliance. And we also help Users understand all changes made to the system from a User or data standpoint that create accurate audit trails that Users can trust. NAVUG: What do Microsoft Dynamics NAV customers like most about Fastpath and your products? LP: We have a very small footprint as far as installation and implementation go. We can measure that in hours and days instead of weeks and months. Users can be up and running with visibility right away. There’s not a ton of configuration; it’s basically a plug and play with a ton of out-of-the-box reporting to benefit from. They also love the audit trail piece that allows

38 | NAVUG Magazine

them to track anything and everything in their organization. It doesn’t just track changes within Microsoft Dynamics NAV; it can track from any origination data source, which gives Users a lot of visibility as far as who has access to the data, who is making changes, and why. NAVUG: What type of presence do you plan to have at Convergence 2015? LP: We always look to improve from receiving customer feedback, and Convergence is a great place to do that. We’re also holding a few educational sessions, moderating security sessions, and hosting GRC (Governance, Risk, and Compliance) Day on Friday, March 20 from 8:30 a.m. to 2:30 p.m., GRC Day is a product agnostic event for Users who want to learn more about security and compliance. Users can visit www. dynamicsGRC.com for more information. Instead of just a software company, we really try to be subject matter experts (SMEs) around security and compliance. In fact, we’ve been recognized from The Institute of Internal Auditors (IIA) for our work with security and compliance. Users should stop by our booth at Convergence if they have a question about anything related to security, audit, or compliance. We are happy to help NAVUG Members with their questions whether it’s about our product or not. NAVUG: On that knowledge-sharing note, can you share a few security and compliance best practices for Microsoft Dynamics NAV Users? LP: It’s critical to have a complete understanding of your organizational risk profile to answer what kind of risks you can handle, where those risk areas are, and where the Users in the organization play a role in those risks. With this information, you likely won’t spend a ton of time around a low-risk area while ignoring a high-risk area that’s placing your company in immediate harm. Another important factor is to assign ownership to someone in the company to analyze and understand what people should or shouldn’t be doing or changing in your software. Companies run so lean so it can be really difficult to segregate duties. Small departments have overlap, but understanding what processes to wrap around those overlaps defines appropriate rules to keep your company at a low risk. NAVUG

NAME THAT PHOTO

CONTEST

Caught in conversation, what do you think these NAVUG™ Members are discussing? Simply email your submission to Q4 CONTEST WINNER: Ryan Crilow of SUPERB Industries, Inc. “Here is a lawyer you can use if anyone here uses your image without your consent.”

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

Q1 2015 | 39

feature

HIGHLIGHTS FROM OUR

Excel OneSource s

e i r e S

n February 6, we kicked oďŹ&#x20AC; our Microsoft Excel OneSource Series with 342 Members; we covered19 tips and tricks in a fast-paced 60 minutes. If you missed that webinar â&#x20AC;&#x201C; or any of the other 11 in this series â&#x20AC;&#x201C; recordings are available 24/7 on www.navug.com. In the meantime, we thought weâ&#x20AC;&#x2122;d share some of the time-saving shortcuts and newer functionality in Excel. Enjoy!

Save Now, Save Often Before you enter that ďŹ rst character in that ďŹ rst cell in that ďŹ rst worksheet, save your new workbook. Thereâ&#x20AC;&#x2122;s nothing worse, as Iâ&#x20AC;&#x2122;m sure most of you know, than working on a new spreadsheet for an hour and then losing all of your work. And to play it safe, especially when youâ&#x20AC;&#x2122;re working on something important, back it up often. A crazy-easy way to do this is to email a copy of the ďŹ le to yourself. Simply select File > Share > Email > Send as attachment. Another great tip: Before you embark upon 15 minutes of complicated formula work that may â&#x20AC;&#x153;hose upâ&#x20AC;? your spreadsheet, save it. Ten minutes in, when your new edits arenâ&#x20AC;&#x2122;t working, you wonâ&#x20AC;&#x2122;t have to select Undo 43 times; just close the ďŹ le, donâ&#x20AC;&#x2122;t save, and re-open your good copy.

Copying a Worksheet Youâ&#x20AC;&#x2122;re doing budgeting, and you have a template you donâ&#x20AC;&#x2122;t want to mess up. Easy! Right-click on the tab at the bottom, select Move or Copy, check the checkbox for Create a Copy, and then choose as another worksheet in your current workbook, a worksheet in another workbook, or as a new workbook.

Keyboard Shortcuts Mice are great, but these quick keystrokes will save hours over the course of your life:

A ( ## ( 4 &! ## ( % % ! 4 %% &## % & A % ## ( 4 # % ## ( % #% $% % 4 # % &## % # ( - ## ( %% #$% : A % 9 # ( # ' # * & ' ! $ # + A ! &! # ( ( % %( % $ A % A ## ( %$ $ # &## % % % A &$ %$ % $ A &$ %$ 5 % $ : % < ! % $% % $! *$ 5 %% # $ #% &%$ A % # $ ## # %&# $ 40 | NAVUG Magazine

Formatting Column Headings Have a table with two rows of column headings? Itâ&#x20AC;&#x2122;s tough to tell which header in the ďŹ rst row pertains to which headers in the second row. Add this little trick to your formatting, and then use the Format Painter to copy over to the other headings. How do you go from this: . / $ # 0 #!" ! 1 $' #!"

!" !" " #" ) -&0//&,,, ) 5/0&,,, ) 234&,,, ) -&.//&,,, 01, /0, /., 03, ) /&-40 ) .&303 ) .&--5 ) .&2./

# " # ) /&.01&,,, ) -&,//&,,, 511 2.1 ) /&/54 ) -&21/

#!" % " !# " ) -&,/2&,,, ) .&310&,,, ) 044&,,, ./. 455 005 ) 0&022 ) /&,2/ ) -&,43

. / $ # 0 #!" ! 1 $' #!"

# "

#!" %

!" !" " #" # " !# " ) -&0//&,,, ) 5/0&,,, ) 234&,,, ) -&.//&,,, ) /&.01&,,, ) -&,//&,,, ) -&,/2&,,, ) .&310&,,, ) 044&,,, 01, /0, /., 03, 511 2.1 ./. 455 005 ) /&-40 ) .&303 ) .&--5 ) .&2./ ) /&/54 ) -&21/ ) 0&022 ) /&,2/ ) -&,43

To this? 1. Select the cells for the ďŹ rst heading (e.g., Region, so cells B1..E1). 2. Select Merge & Center. 3. Right-click and select Format Cells. 4. Select the Fill tab and select a color. 5. Select the border tab, select a thick line, change the color to white, and select the outline button. 6. Select OK. 7. Select the Format Painter paintbrush, and then click and drag to select the next top heading, Product Line (F1..G1). 8. Repeat step 7 for Industry. Much better, eh?

Transpose a Table A timeless tip! Flip a table on its axes for easier interpretation. Go from this: To this:

# "

#!" %

. / $ # 0 #!" ! 1 $' #!"

1. Click and drag to select the whole table.

* + , . / 0 1 " 2 *)

!$ & *#-,,#))) -.) & ,#*1& 2,-#))) ,-) & +#0-0 & /01#))) ,+) & +#**2 & *#+,,#))) -0) & +#/+, & ,#+-.#))) 2.. & ,#,21 & *#),,#))) /+. & *#/., & *#),/#))) +,+ & -#-// & +#0.-#))) 122 & ,#)/, & -11#))) --2 & *#)10

2. Right-click and select Copy. 3. Click on the cell where you want your new table. 4. Select ALT plus â&#x20AC;&#x153;eâ&#x20AC;?, then â&#x20AC;&#x153;sâ&#x20AC;? (this is my keyboard shortcut to get to Paste Special; I use it that often). Select Transpose, and ta-da! Q1 2015 | 41

feature

Data Validation Want to speed up data entry, or make sure that your teammates are entering data that is correct? Use data validation to set up a drop-down list in a cell, and only allow something on that list to be entered.

* ! + *)+-1 0&-&*22/ , *)+-2

0&.&*22/ *)+.) 0&1&*22/ .

, ,+%,1 " * **%/* # + /.%1,

1. In the table above, you want to restrict the next record entry for CustomerID to be only from the existing list of IDs. Set up a list of these IDs far below the current row, on another worksheet, or even another workbook. 2. Select the cell to be supported (B5), then on the ribbon, select Data > Data Validation > Data Validation. 3. Under the Allow drop-down list, select â&#x20AC;&#x153;Listâ&#x20AC;?, and for Source, select the range of cells containing your approved list, then select OK. 4. You will now see a drop-down arrow present when you are in the cell with validation turned on. Select the arrow to see and choose the correct CustomerID (shown below). You may type ahead as well â&#x20AC;&#x201C; just start entering the ďŹ rst few letters of the CustomerID, and the matches will appear.

Forecasts and Trendlines Want Excel to do your forecasting for you? 1. With a table like below, add the years for which you want to forecast (I append an â&#x20AC;&#x153;eâ&#x20AC;? to the year to indicate â&#x20AC;&#x153;estimatedâ&#x20AC;?).

2. Select your existing data (highlighted in gray), grab your crosshairs that appear at the lower right of the selection, and drag across to the empty cells. 3. Excel projects future sales using a linear forecast. You can chart this, too, and then add the trendline â&#x20AC;&#x201C; right-click a line on the graph, and select Add Trendline (shown below; we now have the trendline for the Quebec region). Note that diďŹ&#x20AC;erent models are available for calculating trendlines â&#x20AC;&#x201C; Exponential, Logarithmic, Polynomial, etc. â&#x20AC;&#x201C; to match your data.

42 | NAVUG Magazine

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Quick Analysis Excel is getting so smart: It now suggests a variety of formatting, charting, and analysis options for you. Highlight a table, and look for the small button that appears at the lower right. Click it, and youâ&#x20AC;&#x2122;ll see a whole menu of options to work with the data. You can roll over each one to see a preview of what Excel can do for you automatically. Play with it and have fun! NAVUG

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Q1 2015 | 43

Spotlight on..

MARK BRUMMEL

principal software architect/developer for Liberty Grove Software

We’re glad to shine a spotlight on Mark Brummel, new NAVUG Board of Directors member, author, Microsoft MVP, and veteran session presenter for NAVUG and Microsoft. Who interests you in social media right now? In my desktop background, LinkedIn and Twitter are active the entire day as I use them to see what’s going on in the Microsoft Dynamics NAV community. I am getting close to 2,000 connections on LinkedIn and have 650 followers on Twitter. I don’t follow a lot of people myself, as I use social media to promote my books, blog articles, and videos, as well as write Pulse articles for LinkedIn. My wife takes care of Facebook for our personal friends and family; she is the real social face of us. :-) On my desk right now is… The Sonos app. I just acquired a number of their systems for our house. I think the technology is awesome, being able to listen to music and decide to either listen to the same music throughout the house or just on your own device.

44 | NAVUG Magazine

My top three goals for 2015 are… The primary goal for 2015 is to have the design patterns project adopted by the training ecosystem for Microsoft Dynamics NAV. Design patterns are common solutions and best practices to solve problems. In a joint project between Microsoft and the Microsoft Dynamics NAV community, we have documented more than 25 of the most common design patterns in the product, both on a wiki and “How Do I” videos. This year I want to train MCTs on these workshops (as well as develop an e-learning option) and create a wide adoption in our community. Software architecture in Microsoft Dynamics NAV has always been my passion. I wrote two books and hundreds of blog articles on the topic. The second goal is upgrading two of my most tenured Customers to Microsoft Dynamics NAV 2015. They have used the product for 10 to 15 years, and one of them uses Navision 2.60. Think of your most customized system and multiply that. The relationship with most of my Customers goes back a long time, and loyalty is an important value for me. Goal number three is helping external vendors improve their interface for Microsoft Dynamics NAV. These vendors often don’t have internal Microsoft Dynamics NAV resources, and they look for advice designing interfaces that are stable with minimum impact to the product. At the moment, I am helping a handful of them, and, together with Microsoft, I am always looking at new technology to make these interfaces easier. What I do when I’m not at work… Well, I have four kids aged between 4 and 10. Do I need to say more? :-) I try to spend as much time with them as I can. More

than half of the time I work from home, and I bring them to school and put them to bed each day, with everything in between. We live in a big house that is 200 years old and has a large garden. I do a lot of painting, carpeting, and gardening. Another part of my social life is strongly connected to the Microsoft Dynamics NAV community. When other MVPs or colleagues are in The Netherlands, they stay with us. Traveling to Directions EMEA always goes via Olst in The Netherlands. I’ve met many, many people in my last 10 years as an MVP that I consider to be close friends. The best advice I ever received… After I received my MVP award in April 2006, I received my first event invite from Microsoft. It was for TechEd in Boston, Massachusetts. The offer was to help out on the event in exchange for a free access pass, but travel expenses and time were not covered. My father convinced me that I should do it. It was my first visit to the States. Without that advice, my life for the last 10 years would have been completely different. As it turned out, Microsoft had chosen this event to first show what we now know as the Windows Client and was then introduced as the Roletailored client. I learned a lot about the new technology and the background during that event. It was the start of my relationship with Microsoft, and many other events followed. I also met David and Karen Studebaker at that first event, who were the owners of Liberty Grove Software at the time. They invited me back to the U.S. for Directions, and we started working together soon after that.

ON What’s New THE NAVUG Website

Focus on Profile The NAVUG™ website (www.navug.com) is a great place to ﬁnd information, register for events, access recorded webinars, and connect with others. It also includes a Proﬁle section where you can upload information about yourself, control your account settings, and access your history with the Microsoft Dynamics NAV User Group community.

Why is it important for me to update my Proﬁle?

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

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

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

Are there privacy settings?

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

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

Take a moment to visit your Proﬁle and update your information. It will help you make more meaningful connections, enable you to share your experience and credentials and bring depth to your online presence. Updating your proﬁle only takes a few minutes and can make a great difference in the connections you make in the Microsoft Dynamics NAV community. Visit www.navug.com today and get started. NAVUG Q1 2015 | 45

feature

Audit Trails

in Microsoft Dynamics NAV

THINGS TO THINK ABOUT story by Liz Piteo, NAVUG™ Partner Member Fastpath

uditing transactions in Microsoft Dynamics NAV is not something that should be taken lightly. There can be significant business and system performance ramifications for making a wrong choice. Many things should be taken into consideration when setting up audit trails. Whether you are using something that comes out of the box (such as Change Log for Microsoft Dynamics NAV), or you purchase software from a third-party vendor, be sure to consider these important topics: » Audit only what is necessary. One of the keys to the successful use of auditing software is setting it up correctly. Common fraud and control points are well-known by auditors and provide an easy starting point for setup. For example, vendor setup is typically audited to provide some prevention for false vendor creation. Similarly, vendor address changes are normally audited to help prevent the fraudulent redirection of legitimate payments. Although vendor data is a common control point, there are certain vendor fields, like FAX number, that are likely not critical and may not need to be tracked. Be specific as every field that is tracked has an impact on system performance and the amount of data that needs to be stored. » Involve the business process owners (BPOs). So many times IT departments set up the audit trail tool that your company has chosen without taking into consideration what information the BPOs need to review. While the BPOs might not even use Microsoft Dynamics NAV in their daily jobs, they will be the ones reviewing the reports. So make sure your IT team is communicating with your BPOs during the setup process. » Performance. If you incorrectly set up audit trail software, it can hurt the system performance. Often we hear people say, “I just want to track everything.” All audit trail software creates data, and recording information is, of course, the purpose of audit trail software. The problem comes when companies overzealously try to audit everything, bringing the accounting system to a crawl. This is why we suggest auditing only what is necessary. » Report and Review. What good is an audit trail solution if you never review the reports? By following the first three tips, you will know you are getting the information you are looking for, but be sure to continually review, follow up, and sign off on the resulting reports on a consistent basis. This will not only help you quickly identify anomalies, but it will also help come audit time. » Data Maintenance. Audit trails create data, and that data needs to be stored and maintained. Make sure you develop a retention policy for your audit trail data. And remember that not all data will fall under the same retention policy. How long do we need to keep vendor changes? Customer changes? Payroll changes? One month? One year? Seven years? Once you have defined your retention policy, develop a plan to archive and purge your audit data based on your policy. NAVUG Liz Piteo is vice president of business development at Fastpath. She can be reached at Liz@gofastpath.com.

46 | NAVUG Magazine

Congratulations to Cari Corozza of Ellsworth Corporation for winning the last issue’s Word

Academy

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

Adam Johnson

™

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

Chapter Community

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

Compliance

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

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

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

A M R A D A M M D J O H N U L O R N H R T N V I U

D P S L V G N O E R D N S B E W T I O S I V O L N

E L T N R U I V B S N E T R I C C T U T P E L L T

M I C E S S G I H T R S E L O R H S S M S R U S E

E A H C S P N N A S O E V A N E O E E I A G N W E

R E A N E E R G N B R V N U V M U W S C N E T E R

E C P E I A A P E K D V A E E D S U R R D N E B S

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

P P E R I E L R E A R T P T E M R A K S R E R N L

A S R E L R A C L M S C H A I A S N A O I S E C E

H R C V I S C H N L P P I T T D N E E F C P S Y M

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

L B N O U S S I J O H N S O N M S E S P R A O E U

A Y V C N R K W E S T I N G H O N R M U S K H R R

C C E F A S T P A T H L L I K S H S U R G E G S B

O E R R L L N E E C N A I L P M O C R C N R N P K

S N G E D E B V O L U N T E E L J C B H I S I A R

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

N X S P E A K E R S B R U M M E A M R S R O S N M

E R T C T R R O F S E L O R L N D M A E A L E R L

A D A M J O H N M I C R O S O F A T M O E E W S T

M W E B I N A R A H C R U P G N I V O M L U T I L

Convergence Speakers Cyberspace Deb Haneke Events Excel Skills Fastpath Learning Mark Brummel Microsoft Moving Purchase Orders NAVUG Roles for RTC SoCal Chapter Summit Tips and Tricks Users Utilities Volunteers Webinar Westinghouse

Q1 2015 | 47

™

sponsors We truly appreciate your support of the 2014 NAVUG Summit in St. Louis. The NAVUG member experiences would not have been the same without YOU!

We look forward to seeing you all in Reno in 2015! ABC Computers

Esker

ReadSoft

Altec

Fastpath

SaaSplaza

ArcherPoint

Higher Logic

Sana Commerce

Beck Consulting

I LOVE NAV

Serenic Software

Celenia Software ChargeLogic Clients First Business Solutions, LLC Cost Control Software Data Masons Software

InterDyn BMI Jet Reports k-eCommerce Lanham Associates and Lanham Services Liberty Grove Software Mergetool.com

Sikich Sologlobe Solution Systems, Inc. Solver, Inc. SPS Commerce TARGIT

DiCentral

Microsoft

The List

Dynamic Manufacturing Solutions Dynamics TMS

Microsoft Retail Store

Total Dynamics Solutions, LLC.

Dynamicweb

Perﬁon

Western Computer

Equisys - Zetadocs

PrecisionPoint Software

Wolters Kluwer

MineralTree Paramount Technologies

Tribridge

Please support our sponsors! 48 | NAVUG Magazine

Introducing The List MOBILE

Now you can get The List To Go!

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

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

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

Cross Industry Solution

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105

Altec http://www.altec-inc.com 800-997-9921 ext. 1255

Data Masons Software

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

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

Flintfox International Limited

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.

Automotive

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.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105

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

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.

doc-link, Integrated Document Management Capture, workflow, output & archive w/ doc-link, Doc. Mgmt. for Dynamics.

Greenshades Software

Enterprise Purchasing & Expense/ Azure Cloud/On Premise Requisition, PO/Contract Mgmt., AP Automation, Travel/Expense Reporting.

http://www.greenshades.com/ 888-255-3815 ext. 2

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

Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

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

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.

Consumer Packaged Goods

Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

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

http://www.totaldynamicssolutions.com 877-855-8860

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

CPG Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Item & Customer Profitability â&#x20AC;˘ Multiple Scenario Analysis â&#x20AC;˘ Variance Reporting â&#x20AC;˘ Top-down/Bottom-up planning by skew, cust, category etc.

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

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020

Isis, Inc.

Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

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

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201

DATABASICS, Inc. http://www.data-basics.com â&#x20AC;˘ 314-282-9561 NEW: DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Total Dynamics Solutions, LLC

Greenshades Year End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Business Systems Integrators

Horizons International RedTail Solutions http://www.redtailsolutions.com 508-983-1900

docSTAR eclipse Smart AP Automation docSTAR is the premier AP Automation solution provider for small to mid-size enterprises. Streamline your AP invoice processing with intelligent data capture, workflow, and integration with Microsoft Dynamics ERP.

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120

Chemicals

http://www.qualityessentialssuite.com 866-949-9504 ext. 811

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR

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).

Paramount Technologies

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.

http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Paramount Technologies http://www.paramounttechnologies. com/Solution_InvoiceAutomation.aspx 800-725-4408 WorkPlace AP Invoice Automation Enforce spend management and approvals for PO and non-PO Invoices.

KEY:

Axapta

Great Plains

50 | NAVUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Vertical Solutions, Inc.

Healthcare

http://www.vertsol.com â&#x20AC;˘ 513-891-7997 Horizons International

ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.

http://www.qualityessentialssuite.com 866-949-9504 ext. 811

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.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105

Finance/Banking

Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.

AssureSign LLC

Metafile Information Systems, Inc.

http://www.assuresign.com â&#x20AC;˘ 407-670-0400

http://www.metaviewer.com â&#x20AC;˘ 507-286-9232

AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Isis, Inc.

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.

WithoutWireTM Warehouse Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food BeverageField-Supply Chain-Ship-WMS.

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

Great Plains

RockySoft http://www.RockySoft.com 970-493-0868 ext. 106

Government

http://www.getpg.net â&#x20AC;˘ 804-762-4200

EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Axapta

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.

Isis, Inc.

http://www.BusinessSysInteg.com 866-871-2097

KEY:

RedTail Solutions http://www.redtailsolutions.com 508-983-1900

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.

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404

Isis, Inc. http://www.getpg.net â&#x20AC;˘ 804-762-4200 Praetorian Guard PG will allow your healthcare organization to meet the stringent HIPAA auditing needs across your entire organization. You can also help to eliminate risk of malpractice litigation by recording your user's actions.

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408

Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

Navision

Solomon

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.

Manufacturing

WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.

Sierra Workforce Solutions

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

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428

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

VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.

ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Vertical Solutions, Inc. docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR

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

High Tech and Electronics

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712

Experlogix, 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 quoteto-order ratios.

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 quoteto-order ratios.

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

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 quoteto-order ratios.

Customer Relationship Management

Retail Management System

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

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.

Point of Sale

Q1 2015 | 51

INDUSTRY

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 734-302-2316

INDUSTRY

Liaison Software Corp

Pharmaceuticals

http://www.liaisonsc.com 800-811-4618 ext. 201

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 Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232

Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

http://www.qualityessentialssuite.com 866-949-9504 ext. 811

Sierra Workforce Solutions

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.

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

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

Software

Horizons International

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

Retail

http://www.corpservice.com â&#x20AC;˘ 800-293-6822

Avalara, Inc.

Vertical Solutions, Inc.

http://www.info.avalara.com/TheList 877-780-4848

http://www.vertsol.com â&#x20AC;˘ 513-891-7997

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.

VServiceManagement CfMD enterprise field service for Asset Management, Contracts/Warranties & BPM, Dispatch & Mobility. On-premises or private/public cloud.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105

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.

Warehouse Management

http://www.highjump.com 800-328-3271 ext. 4

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.

EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.

Non-Profit Organizations Paramount Technologies

Metafile Information Systems, Inc.

http://www.paramounttechnologies.com 800-725-4408

http://www.metaviewer.com â&#x20AC;˘ 507-286-9232

WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.

Sierra Workforce Solutions

MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Great Plains

52 | NAVUG Magazine

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.

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

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.

http://www.highjump.com 800-328-3271 ext. 4

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.

Axapta

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.sierraws.com â&#x20AC;˘ 800-822-0973

KEY:

http://www.flintfox.com â&#x20AC;˘ 844-876-4276

RockySoft http://www.RockySoft.com 970-493-0868 ext. 106

HighJump Software Vicinity Manufacturing

Flintfox International Limited

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Horizontal Asset Maintenance/MRO/ EAM

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

Collaboration Platform Solver

Total Dynamics Solutions, LLC

http://www.solverusa.com â&#x20AC;˘ 310-691-5300

http://www.totaldynamicssolutions.com 877-855-8860

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

Backup & Recovery

Total Dynamics Solutions, LLC

Isis, Inc.

http://www.totaldynamicssolutions.com 877-855-8860

http://www.getpg.net â&#x20AC;˘ 804-762-4200

Budgeting & Planning ToolKit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Financial & Sales Planning â&#x20AC;˘ Procurement Planning â&#x20AC;˘ Trade Management â&#x20AC;˘ Secure input, consolidation, and Versioning; top-down/bottom-up

Praetorian Guard PG will backup your PCs and Servers across your entire organization.

Barcode Data Collection

Business Intelligence

deFacto Global, Inc.

MT Mobility Mobile WMS integrating iOS app & rugged iOS device to extend Dynamics.

Budgeting

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.

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.

Compliance ZAP http://www.zapbi.com â&#x20AC;˘ 415-889-5740 ZAP Business Intelligence ZAP provides 'Buy, Not Build' business intelligence for companies using Microsoft Dynamics AX, CRM and NAV. With 1000+ pre-packaged analytics, our BI deployments are rapid and deliver immediate business outcomes.

Business Process Management

Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.

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

Sunrise Technologies

doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Greenshades Software

Isis, Inc. http://www.getpg.net â&#x20AC;˘ 804-762-4200

Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.

Metafile Information Systems, Inc.

Corporate Renaissance Group http://www.crgroup.com â&#x20AC;˘ 613-232-4295

MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Check Printing

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

Altec http://www.altec-inc.com 800-997-9921 ext. 1255

http://www.greenshades.com/ 888-255-3815 ext. 2

http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 http://www.halobi.com â&#x20AC;˘ 888-300-0219

http://www.solverusa.com â&#x20AC;˘ 310-691-5300

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.

Connected Community The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.

Halo Business Intelligence

Solver Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650

Higher Logic http://www.higherlogic.com â&#x20AC;˘ 202-360-4402

Cost Accounting

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.

Liaison Software Corp

Credit Card/Check Processing

http://www.liaisonsc.com 800-811-4618 ext. 201

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120

Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Personal & Corporate Credit Cards, Currency, Reconciliation & Receipts.

MHC Software, Inc. http://www.sunriseconsult.com â&#x20AC;˘ 336-722-6741 Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take action, empowering users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.

KEY:

Axapta

Great Plains

Navision

Solomon

http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtually any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

Customer Relationship Management

Retail Management System

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

Point of Sale

Q1 2015 | 53

HORIZONTAL

MT Mobility http://www.mt-mobility.com 641-753-5999 ext. 151

Business Intelligence Plus Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Dynamic Cubes (GL/Profit/&More) â&#x20AC;˘ Web-based Reporting â&#x20AC;˘ Dashboards â&#x20AC;˘ Admin Tools: Security/Scenarios/ Hierarchy/ & More

Customer Relationship Management

Document Management

Business Systems Integrators

eBridge Connections

Metafile Information Systems, Inc.

http://www.ebridgeconnections.com 800-755-6921

http://www.metaviewer.com â&#x20AC;˘ 507-286-9232

eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120

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

eBridge Connections

E-commerce

http://www.ebridgeconnections.com 800-755-6921

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000

Distribution

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

MHC Software, Inc.

Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

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

Data Masons Software

eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

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.

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

eBridge Connections http://www.ebridgeconnections.com 800-755-6921

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.

eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay

Esker Inc http://www.esker.com â&#x20AC;˘ 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

http://www.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).

Axapta

Great Plains

54 | NAVUG Magazine

Navision

Solomon

Lanham AssociatesÂŽ http://www.lanhamservices.com 678-999-3900 NEW: 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

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.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105

Liaison Software Corp

KEY:

EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

http://www.mhcsoftwareinc.com 952-882-3341

eBridge Connections

eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.

MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

http://www.BusinessSysInteg.com 866-871-2097

doc-link Integrated Document Management Capture, workflow, output & archive w/ doc-link, Doc. Mgmt. for Dynamics.

Enterprise AP Document Management/Azure Cloud/On Premise Invoice Capture & Approval, Accrual Reports, Intercompany, PO Matching.

Data Integration

HORIZONTAL

EDI

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.

Customer Relationship Management

Retail Management System

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.

Point of Sale

RockySoft http://www.RockySoft.com 970-493-0868 ext. 106

DATABASICS, Inc. FieldOne Systems http://www.data-basics.com â&#x20AC;˘ 314-282-9561

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.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded â&#x20AC;?not simply integratedâ&#x20AC;? 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 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.fieldone.com â&#x20AC;˘ 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of field service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.

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

Gorilla Expense

General Ledger

http://www.gorillaexpense.com 877-973-6737

Sikich http://www.ExcelIntegrator.com 260-485-0665

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.

Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics.

Inventory Management ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428

Electronic Signatures

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

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.

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

Field Service Management

FieldConnect, Inc. http://www.fieldconnect.com â&#x20AC;˘ 949-428-1540

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

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.

Invoicing Enhancement

ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

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

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

Manufacturing Enhancement

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.

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

Mobility

ChargeLogic https://www.chargelogic.com/anywhere 877-292-2520 ChargeLogic Anywhere Mobile credit card processing that transfers orders & payments into NAV.

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Q1 2015 | 55

HORIZONTAL

Liaison Software Corp

NEW: DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.

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.

Payables Enhancement

Product Lifecycle Management

Pricing Flintfox International Limited 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.

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.

Payroll Enhancement Greenshades Software http://www.greenshades.com/ 888-255-3815 ext. 2

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.

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.

DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396

HORIZONTAL

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.

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.

Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 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.

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

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.

KEY:

Axapta

Great Plains

56 | NAVUG Magazine

Procurement Management

Enterprise Purchasing & Expense/ Azure Cloud/On Premise Requisition, Catalogs, PO, Contract Mgmt., Budgeting & Receiving.

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint 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.

Purchase Order Processing Enhancement

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

http://www.liaisonsc.com 800-811-4618 ext. 201

Enterprise Purchasing & Expense/ Azure Cloud/On Premise Requisition, Catalogs, PO, Contract Mgmt., Budgeting & Receiving.

Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

Paramount Technologies

WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712

Solomon

Praetorian Guard Audit your users and ensure they are productive in their work. Locate inefficiencies and take proactive steps to increase productivity.

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396

Navision

Productivity Isis, Inc.

Liaison Software Corp

http://www.paramounttechnologies.com 800-725-4408

Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

http://www.getpg.net â&#x20AC;˘ 804-762-4200

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120

Portals

Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.

QBD Systems http://www.qbdsys.com â&#x20AC;˘ 800-743-9003

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

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.

Customer Relationship Management

Retail Management System

WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Point of Sale

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712

Quality Control

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201

Reconciliation

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.

Reporting

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

Shipping/Manifesting

HighJump Software

Greenshades Software

http://www.highjump.com 800-328-3271 ext. 4

http://www.greenshades.com/ 888-255-3815 ext. 2

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105

Time and Attendance

DATABASICS, Inc.

Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.

System Enhancement

http://www.data-basics.com â&#x20AC;˘ 314-282-9561 NEW: DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.

Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973

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.

DynamicsDownloads

ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking.

http://www.DynamicsDownloads.com 419-581-2300

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.

Solver

Supply Chain Management

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.

Sales Order Processing Enhancement

doc-link Integrated Document Management Capture, workflow, output & archive w/ doc-link, Doc. Mgmt. for Dynamics.

Axapta

Trade Promotion Management

DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!

Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

System and Network Management

Travel Expense Management

http://www.getpg.net â&#x20AC;˘ 804-762-4200

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

Great Plains

Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Navision

Solomon

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

Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631

Flintfox International Limited http://www.flintfox.com â&#x20AC;˘ 844-876-4276

Isis, Inc.

Tax

Altec http://www.altec-inc.com 800-997-9921 ext. 1255

KEY:

ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520

Customer Relationship Management

Retail Management System

Point of Sale

Q1 2015 | 57

HORIZONTAL

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000

Warranty and Claims Management

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.

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

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396

Metafile Information Systems, Inc. Esker Inc http://www.esker.com â&#x20AC;˘ 800-368-5283

http://www.metaviewer.com â&#x20AC;˘ 507-286-9232

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.

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.

Integrity Data

http://www.mhcsoftwareinc.com 952-882-3341

http://www.u-linc.com 217-732-3737 ext. 0203

MHC Workflow Easily route documents needing approvalinvoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

U-LINCÂŽ, Powered By Integrity Data Workflow and notifications anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is flexible and easy to use, improving organizational performance.

SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.

Services Application Service Provider/Hosting

Cloud Computing

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.

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

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.

Myappsanywhere

SERVICES

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.

Great Plains

58 | NAVUG Magazine

http://www.sierraws.com â&#x20AC;˘ 800-822-0973 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

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.

Navision

Solomon

HR & Payroll Implementation & Consulting

Reviora http://www.reviora.com â&#x20AC;˘ 813-344-1600

Sierra Workforce Solutions

Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

http://www.sierraws.com â&#x20AC;˘ 800-822-0973

Business Portal Development

http://www.myappsanywhere.com 888-636-HOST

Axapta

Sierra Workforce Solutions

RoseASP http://www.roseasp.com â&#x20AC;˘ 858-794-9403

MG Technology Group

KEY:

Custom Development

WatServ http://www.watserv.com 866-531-2598 ext. 2311

Implementation Services

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.

Customer Relationship Management

Retail Management System

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.

Point of Sale

Managed Services

Project Management

RedTail Solutions http://www.redtailsolutions.com 508-983-1900

Social Media The Partner Marketing Group

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.

Manufacturing Implementation & Consulting

Accounting Software, Inc.

The Partner Marketing Group

Accounting Software, Inc.

http://www.thepartnermarketinggroup.com 732-237-8795

http://www.thepartnermarketinggroup.com 605-574-9432

http://www.accountingsoftware.com 916-476-5462

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.

NEW: Accounting Software, Inc. We provide top shelf implementation and support to expand your industry-specific needs. We serve manufacturing, human resources, and payroll.

Butterfly Publisher Join Dynamics partners on Butterfly, a publishing & lead capture platform that makes your social, blog & newsletter marketing more effective!

Member Organizations

Sales Tax Management Service

InterDyn BMI http://www.interdynbmi.com â&#x20AC;˘ 866-264-3249

ERP Software Blog http://www.accountingsoftware.com 916-476-5462

http://www.groupbloggers.com â&#x20AC;˘ 888-800-0999

NEW: Accounting Software, Inc. We provide top shelf implementation and support to expand your industry-specific needs. We serve manufacturing, human resources, and payroll.

ERP Software Blog/CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

OnDemand Trials

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.

Avalara, Inc.

InterDyn BMI Microsoft Gold Certified provider of services and upgrades since 1985.

http://www.info.avalara.com/TheList 877-780-4848

Writing/Documentation Services

Marketing Planning & Services

Upgrades

RoseASP http://www.goERPcloud.com â&#x20AC;˘ 855-ERP-CLOUD

SharePoint Development

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.

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396

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

Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

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

www.thelistmobile.com SERVICES

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Q1 2015 | 59

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