2016 Q1

Q1 2016

WWW.NAVUG.COM

BEST PRACTICES FOR THE

New Year

PLAN FOR SUCCESS IN

Authorizations Barcodes Financials USER MEMBER SHOWCASE

Alpha Industries

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contents Q1 2016

www.navug.com

Tweet It! What is your favorite volunteer activity in the NAVUG™ community?

Share your thoughts on Twitter #NAVUG.

Q1 2016

WWW.NAVUG.COM

BEST PRACTICES FOR THE

New Year

PLAN FOR SUCCESS IN

Authorizations Barcodes Financials

In Every Issue 5 7 8 10 18 20 21 26 30 31 45 48 49

From the Director Events Meet Your Peers Chapter News Welcome to Our New Members Academy Corner Word Find On Topic As Seen on the Web Name That Photo Contest Find the Logo Contest Spotlight on...David Hatker The NAV List, from The Partner Channel

USER MEMBER SHOWCASE

Alpha Industries

Features 12

User Member Showcase Alpha Industries, Inc. Don’t be Shy; It’s Just BI

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

14 19

ChargeLogic . . . . . . . . . . . . . . . . . 23, 43

22

Microsoft Member Showcase Gordon MacDonald

DynamicsPath . . . . . . . . . . . . . . . . 4, 37

24

Re-evaluate Microsoft Dynamics NAV Financial Processes in the New Year

28

Tips & Tricks UPC Barcodes: What You Need to Know

32

Industry Showcase Member Marketplace

34 36 38 40

Benchmarking: Building Upon Itself

42

Preparing for Year-end in Microsoft Dynamics NAV

44 46

Celebrating the NAVUG Chapter of the Year

Advertiser Index

Innovia Consulting (formerly ABC Computers) . . . . . . . 13 Jet Reports . . . . . . . . . . . . . . . . . . . . . 19 k-eCommerce . . . . . . . . . . . . . . . . . . . 17 Lanham Associates . . . . . . . . . . . . . . 60 Mergetool.com . . . . . . . . . . . . . . . . . . 27 NAVUG Summit . . . . . . . . . . . . . . 29, 33 WatServ . . . . . . . . . . . . . . . . . . . . . . . . 2

Tips & Tricks Return Authorizations: A Streamlined Process

Recapping NAVUG Summit 2015 Seeing BI Through New Eyes ISV Partner Member Showcase Lanham Associates

Chapter Sponsor Showcase Q1 2016 | 3

X E-mail customer statements, EFT

remittance advices and payroll stubs

X Support for all sales / purchase

X Include Terms and Conditions sheets and

additional attachments (engineering drawings, MSDS forms, etc.)

documents

X Dimension subsets and relations to

restrict options for one dimension based on another dimension

X Multiple legal entities or operating

funds in a NAV company with balanced general ledgers

X Easy setup for user security by

Global Dimension 1 or 2

X Automatic synchronization of master

tables (customer, item, item category, etc.) to dimension values

X

Filter by all 8 global dimensions

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

www.dynamicspath.com

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

Making Things Even Better in 2016

Mark Rhodes

appy New Year! I hope your 2016 is off to a great start and that you have embraced the New Year with increased energy and optimism about working smarter and reaching higher. We’ve been reflecting on what a special year 2015 was for the community, and I must stop one more time to acknowledge the incredible effort of 120+ community Members who planned and executed a record-breaking NAVUG™ Summit in October. Our speakers averaged 4.5 out of 5.0 on the session surveys, we inducted our new board of advisors chair, Dave Hatker, as well as three new board members, and we crowned our first three NAVUG All Star recipients – Mark Brummel, Amanda Mayer, and Kerry Rosvold. It was a very special and valuable event. If you were not able to make it, fear not – we are repeating some of the most popular sessions online right now.

As we kick off 2016, I’m more excited than ever to be a Member of NAVUG – we have big plans this year, you betcha! We are commencing two new events: The NAVUG European Congress in Stuttgart in May, and the NAVUG Focus Conference in Chicago in June. These are additional opportunities to learn, share, and network with other community Members in-between Summits, because we know the power of getting together in person. Speaking of which, in 2015 we grew from about five local User groups to 25, and we are looking to nearly double that in 2016. And we are already working hard at improving how you find and use the content resources on our website and will be offering answers and solutions in an increased variety of ways. One important initiative that I am particularly excited about is our volunteer development and recognition. There are so many Members doing so many great things in our community; we want to go even further in acknowledging their efforts – stay tuned for details.

In kicking off 2016, we thought it would be beneficial to help you get a good start at your organization as well – whether it be with your Microsoft Dynamics NAV system, your IT planning, your reporting, or your operational processes. Hence the theme of this issue and the variety of articles herein.

As I said, I’m pretty excited about the upcoming year and hope you are, too. As always, if there is anything we can do to help you get more out of your membership, please let me know at Mark.rhodes@navug.com.

H

Mark Rhodes NAVUG Director

Q1 2016 | 5

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

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

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

events sessions meetings courses

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

NAVUG European Congress 2016 NAVUG Academy Pre-Conference Training

May 9-10, 2016 | Stuttgart, Germany October 10-11, 2016 | Tampa, FL

www.navugcongress.com www.navugsummit.com

NAVUG Focus 2016 NAVUG Summit 2016

June 7-8, 2016 | Chicago, IL October 11-14, 2016 | Tampa, FL

www.navugfocus.com www.navugsummit.com

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

Q1 2016 | 7

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

peers meet your navug peers

The community has a new batch of All Stars and board members to help further Microsoft Dynamics NAV knowledge. NAVUG™ reached out to your newly-recognized colleagues to ask them what this new status means to them as well as their greatest takeaways from NAVUG Summit 2015.

Amanda Mayer COMPANY Ellsworth Corporation TITLE global finance controller – corporate EMAIL Amayer@ellsworth. com

What does it mean to you to be named an All Star?

Being considered an All Star is truly an honor. I participate and lead in the community because I’ve learned so much from others before me. I love the feeling of community Microsoft Dynamics NAV Users have, and it’s energizing to be involved with the fantastic group of people. Our jobs keep us busy and oftentimes can become a source of frustration, so it’s sometimes a brief escape to dip my toes in the NAVUG pool, and I’m almost always coming back with improvements for our own business at the same time.

What was your greatest takeaway from NAVUG Summit 2015?

NAVUG Summit is always a learning experience, even when leading a session. The amount of problem solving that happens between sessions is so amazing, it’s truly hard to quantify. The bond created over Microsoft Dynamics NAV seems to be one that people take home with them, strengthens over the year between conferences, and gives us all something to look forward to the next year. I know I do!

Andrew Good COMPANY Liberty Grove Software, Inc. TITLE president and CEO EMAIL Agood@libertygrove. com

What does it mean to be named a NAVUG board member?

It is nice to be recognized for the work that we have done over the past few years and to be able to actively participate in the NAVUG community. It is fun to help to make it even more vibrant and valuable.

What was your greatest takeaway from NAVUG Summit 2015?

My greatest takeaway was the fantastic level of interest and enthusiasm in the Microsoft Dynamics NAV community.

David Hatker COMPANY CCA and B, LLC (The Elf on the Shelf) TITLE VP, IT EMAIL Dave@elfontheshelf. com

8 | NAVUG Magazine

What does it mean to be named a NAVUG board member?

I am honored to work with such a dedicated group of people who are passionate about Microsoft Dynamics NAV. It’s a real pleasure to be part of this group and to help it thrive and flourish!

What was your greatest takeaway from NAVUG Summit 2015?

The growth and the quality! We saw record attendance and so much excellent content to choose from. I’m really looking forward to seeing some of the Best of Summit 2015 webinars to catch what I missed. As always, it’s wonderful seeing so many familiar faces and meeting new Members.

Kerry Rosvold COMPANY Innovia Consulting TITLE senior application consultant EMAIL Krosvold@innovia. com

What does it mean to you to be named an All Star?

Being named a NAVUG All Star is an incredible honor and truly is a result of all the time Members of the community have invested in me over the years. I’ve had so many wonderful people who have encouraged me to speak up, conduct webinars and NAVUG Summit sessions, teach Academy classes, get involved in blogging and social media, and act as a leader in this community. The only thanks I can give is to turn that gift back to the community and continue to encourage others to participate. We’ve all seen some really wonderful things happen as NAVUG has continued to grow, and that growth continues as more and more Customer and Partner volunteers invest their time and expertise in each other. I’m so thrilled to be a part of that. Receiving this award is just one more example of the amazing rewards anyone can receive when they freely give of their time and expertise in the NAVUG community.

What was your greatest takeaway from NAVUG Summit 2015?

My greatest takeaway from NAVUG Summit 2015 was the feeling of joy to see this community continue to flourish as a vibrant and energized group of people who are willing to invest their time in each other by sharing knowledge that will allow them to improve their businesses. This year, more than any other, I can really see that NAVUG Members are ready for change – whether that means moving to the cloud, upgrading to a new version, or integrating with other Microsoft products – all that change points back to using Microsoft Dynamics NAV and helping each other to do that in the best way possible.

Magnus Ramfelt COMPANY Ekonomi Klara Papper AB

What does it mean to be named a NAVUG board member?

It’s a great honor to be selected to the board. I hope to be able to contribute with a User’s perspective and contribute to a good and interesting dialogue.

TITLE partner and CIO EMAIL Magnus.ramfelt@ klarapapper.se

Mark Brummel COMPANY NAV-Skills TITLE NAV technical evangelist and developer EMAIL Mark@nav-skills. com

What does it mean to you to be named an All Star?

Everything I do with Microsoft Dynamics NAV is eventually about the end User; therefore, it is the highest honor to receive this award from the User organization. I am proud to be able to help improve the daily experience with my favorite product and hope to be able to continue doing that for many years. It feels great to be recognized for the effort and time spent.

What was your greatest takeaway from NAVUG Summit 2015?

NAVUG Summit “charges my batteries” to continue to work with Microsoft Dynamics NAV. The enthusiasm from the attendees is inspiring. At this event I launched my latest book “Learning Dynamics NAV Patterns”, and I actually ran out of books to sign and sell (I brought more than 30 copies). That made my event.

Q1 2016 | 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

GREAT LAKES Chapter Leader Anthony Darden director of IT for Caplugs Anthony.darden@caplugs.com

The Great Lakes chapter is building momentum after kicking things off at the Rock and Roll Hall of Fame in Cleveland this past August.

“We have 14 Members to date, and I feel that number will grow in 2016 with active outreach, word of mouth, and the great resources available to us on the NAVUG™ website,” says Anthony Darden, chapter leader and director of IT for Caplugs. “Onika Allen with NAVUG has been a tremendous help and makes it easy for all of us to stay connected and keep the content fresh and energizing for future meetings!”

The group is working on their meeting plans for 2016, which will likely include a meeting at a fellow Member’s place of business.

“We have a great mix of people, and even though we come from different industries and versions of Microsoft Dynamics NAV, we all experience similar challenges, and to talk through them amongst the group versus only your Partner can be really powerful,” says Anthony.

“The more channels you have, the better decisions you can make.

That’s the fun part of belonging to a chapter. There are so many ideas to explore to keep things engaging.”

Chapter

HIGHLIGHTS 10 | NAVUG Magazine

» The first chapter meeting featured presentations from Zetadocs and Innovia Consulting, as well as pain and success sharing around the group.

» Future meetings will be held at the Microsoft office and potentially Progressive Field, home of the Cleveland Indians Major League Baseball team.

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

DENNIS MAHON functional analyst Gogo, LLC Dmahon@gogoair.com

The Chicago NAVUG chapter got its start at Microsoft Convergence after speaking to NAVUG leaders concerning the lack of a Chicago chapter.

“In May 2015, we held a planning meeting at the Microsoft office in Downers Grove, Illinois where we elected a board of directors and started planning our discussion topics,” says Dennis Mahon, chapter leader and functional analyst for Gogo, LLC. “We held our first official meeting in July with more than 30 Members in attendance and an agenda that focused on best practices for upgrading your Microsoft Dynamics NAV system.”

Even though Dennis was selected as the Up-and-Coming Leader for this issue, he was quick to share the spotlight with the colleagues who are helping to guide this new chapter. (Speaking of them…thank you to Robin Horstmann, co-chair; Margaret Williams, vice president of programming; and Dan Macek, vice president of membership!)

“Collaboration with our board of directors and Members to plan meetings that deliver valuable information about how Microsoft Dynamics NAV is used to solve business issues has been a fantastic

experience,” says Dennis. “We invite Users from the Chicagoland area to join us in our endeavor to grow our chapter and keep Microsoft Dynamics NAV the number one ERP system in the world.” NAVUG

» The chapter grew from 30 to 83 Members for its second meeting! » Dennis has been working with Microsoft Dynamics NAV since 2001, helping Users analyze critical business issues and teaching them how to configure Microsoft Dynamics NAV to solve those issues.

Chapter

HIGHLIGHTS

Q1 2016 | 11

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

user member showcase

Alpha Industries COMPANY Alpha Industries, Inc. INTERVIEWEE Steven E. Miller, chief financial and administrative officer WEBSITE www.alphaindustries.com HEADQUARTERS Chantilly, Virginia PHONE 703-378-1420 EMAIL S.miller@alphaindustries.com ESTABLISHED 1959 MICROSOFT DYNAMICS NAV USER SINCE 2014 MICROSOFT DYNAMICS NAV VERSION Microsoft Dynamics NAV 2013

12 | NAVUG Magazine

A

lpha Industries, Inc. started in the 1950s as a contractor for the U.S. Department of Defense, producing rugged outwear for U.S. armed forces, including iconic styles such as the MA-1 flight jacket and N-3B extreme cold weather parka. During the last few decades, Alpha gradually expanded operations to specialize in manufacturing military-inspired clothing for sale in the civilian commercial/retail space. Today they are a global leader in creating new military fashion styles, as well continuing to support various military veteran organizations.

Steven Miller, CFO/CAO, joined Alpha Industries in March of 2015 and leverages Microsoft Dynamics NAV to produce financial statements as well as for budgeting and forecasting. Steve shares, “We have had Microsoft Dynamics NAV for less than two years and are now at a point of researching and learning how to better use the tool.”

Steven and two of his finance team members attended NAVUG™ Summit for this first time in October and learned there is a lot more functionality in the system than they were initially aware of. “When you’re going through an ERP installation, you tend to be a deer in the headlights,” Steven says. “It wasn’t until we had some time to reflect that we could learn more outside of our daily tasks. NAVUG Summit

was our first exposure to valuable tips and techniques…and we loved it!”

Step by Step With a number of distributors across the world, Alpha Industries can depend on reliable reporting out of Microsoft Dynamics NAV to help identify any problems and are happy with their receivables, payables, and general ledger management. “As we get more ramped up in using Microsoft Dynamics NAV, we realize the need to get CRM more involved.” Steven continues, “We also understand how important it is to take a step-by-step approach, especially factoring in the huge learning curve we’ve had going from our previous system to Microsoft Dynamics NAV.” Their first step is to implement a thirdparty warehouse system to continue fulfilling e-commerce orders in a timely and accurate manner. One of Steven’s goals while at NAVUG Summit was to meet with a few third-party providers in the Expo. He was able to do just that and make valuable connections that will help Alpha Industries with e-commerce fulfillment.

The company looks forward to using Microsoft Dynamics NAV to set up budget templates and factor in more historical aspects of their business trends.

“This is the first time we’ve been able to see multiple years in our system to make proper forecasts,” Steven shares. “Now that we’re starting to see historical data year over year, we can make better decisions.”

Strong in Passion The online forums on Collaborate and daily emails help Steven see what’s out there so he can direct his team accordingly. “Because we’re newer Users, it’s so helpful to see what’s possible in Microsoft Dynamics NAV, and the NAVUG forums help us get a sense of that,” he explains.

“It wasn’t until we had some time to reflect that we could learn more outside of our daily tasks.

NAVUG Summit was our first exposure to valuable tips and techniques…and we loved it!”

Steven has been involved with other software communities, but says NAVUG is the strongest he’s seen out there.

“Especially after seeing NAVUG Summit in person,” Steven concludes, “we can tell that the NAVUG community is passionate and a very helpful group of Users.”

NAVUG

Q1 2016 | 13

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

feature

14 | NAVUG Magazine

DON’T BE SHY;

IT’S JUST

Anthony D’Anna COO deFacto Global

“D

Noah Kluge senior manager for BI practice Armanino

Ulrik Pedersen COO TARGIT

on’t Be Shy; It’s Just BI” was a rousing session at NAVUG™ Summit 2015, and this panel of business intelligence (BI) experts – Anthony D’Anna, COO of deFacto Global, Noah Kluge, senior manager for BI practice at Armanino, and Ulrik Pedersen, COO of TARGIT – is taking it further by tackling topics around BI budgets, predictive analytics, and Power BI.

NAVUG: Why is BI so important to every company?

Anthony D’Anna (AD): No matter what the business, there is so much information available today. Making sense of that information is a challenge. BI makes it possible and easier to gather and use the information.

Ulrik Pedersen (UP): Without BI, companies can only base decisions on instinct. BI makes it possible to be data-driven versus risking important business decisions on a hunch.

Noah Kluge (NK): Very true. BI brings the major benefit of being more efficient. People need information in order to do their business, and a BI solution allows them to get that information out more efficiently.

NAVUG: How can BI help and support various departments within a company?

AD: BI solutions were first driven out of the finance department where most of the data was available. We’ll always have a need for reporting and analysis in that area, but beyond that, it’s become more relevant for the CFO to have access to data. The CFO has taken on a broader role, and they’re more involved in the daily operations versus just being a bean counter.

NK: BI also adds in the ability to get to that information in the format that each department needs. Finance departments might need an Excel spreadsheet while sales departments need a dashboard view and a mobile view at that. They need data while they’re sitting in a parking lot or in a client meeting.

UP: In addition to helping each department individually, BI helps align all the departments against one common goal. If you can focus on KPIs that are most important to your profitability, you can leverage BI as an alignment tool.

NAVUG: How can Microsoft Dynamics NAV Users plan for BI? UP: It’s essential to assign the right resources internally and choose one resource that owns the project. If the BI project isn’t on schedule, that’s the area where we see it go most wrong.

AD: I agree with that, and in addition, you have to have senior level buy-in from the very top while planning your BI strategy. You need someone who will support as well as enforce what comes after that so you can see the BI strategy come full circle.

NK: Yes, and once you do that, you need to determine high-priority areas that you’ll address first. Bringing on too much at first can backfire, and we’ve seen that happen many times. Get a handle on the BI that is most available and useful so you can gather quick metrics that then prove the importance of BI to your company.

UP: Yes, I would say that’s the top three list for sure: 1. Allocate resources, 2. Get senior buy-in, and 3. List your top priorities.

NAVUG: In addition to senior buy-in, who in a company should be involved?

AD: I’ve seen the most successful BI projects assign a committee with people from every area of the organization. This ensures each area can make requests and is more invested in the project. It’s when you get that level of buy-in from everyone that you’ll see the most success.

UP: Every company has a different approach, but we would recommend to get involvement from every department head as well. First you need to figure out the priorities, per area and per function. Then you can Q1 2016 | 15

create a group within a company to decide where to begin so you don’t try to implement across all areas in one fell swoop. You’ll get the biggest bang for your buck if you start small.

AD: I completely agree. If you can secure those quick wins, you’ll get the right kind of momentum behind you. More people from your company will want to jump on board and see a more successful project.

Otherwise you can lose interest and support quickly.

NK: You should also include a representative from the User community itself, a power User or two who can ensure you’re on the right path to deliver on your top priorities. Management buy-in is important, but a power User is critical to making it happen.

NAVUG: What kind of budget is needed for a typical BI project?

UP: Every scenario is different, but I would say to expect a minimum budget of $25,000 USD. Many of our clients are in the $50,000 range, and that’s all-in.

NK: That’s such a tough question because there’s not often a defined ending to it. When you do an initial BI project that is useful to your business, you will want to and need to add to it. You need to continue budgeting for BI by either internal or external means.

UP: Yes, if BI is successful, it never ends.

AD: BI can get expensive, but if you manage it in the right way, you can save money. If you’re successful, you’re always going to have more data to manage and leverage. If you have a useful platform in place where you see success, keep it going.

NAVUG: What are some of the coolest trends and or features around BI today?

NK: One step beyond the buzz and trendy stuff is the basics around exception analysis and alerts. The new features around this area where people can be made much more effective by using a BI solution are huge and are gaining the attention they deserve. For example, if your waste is supposed to be less than three percent and you have an alert making you aware if it’s more, putting your company out of compliance, you can actually do something about that quickly. There are SO many different things to look at, and it’s simply not humanly possible to look at everything. BI exceptions and alerts make it possible to find those more urgent and critical issues while there’s time to do something about them. I also did a session around predictive analytics at Summit, and I think we’ll be seeing more and more features in this area to come.

NAVUG: Is this where BI will go in 2016? Predictive analytics all the way?

UP: I think we’re at the bleeding edge at this point. Once the use cases are proven, it could get more and more traction.

AD: Yes, the use cases are still fairly simple. When it comes to volume metrics like sales, for example, it can be very useful. As with anything new, Users should start simple and then build up on where the value is. The BI community is focusing on getting the right use cases in place and proving it out before going to the next level.

UP: Companies can burn a lot of money on this buzzword right now. Although a lot of cool things are possible, like predicting sales on weather forecasts or when a machine will fail, it’s still very new. If you have a very good idea of what you want and need to predict, you can create strong models, but start small.

NK: I do hope people focus on the predictive analytics side before the idea of wearables. I also think Users will and should be more concerned with how to collect data in the cloud. It’s important to know if you even have access to the data and where that data lives before you bring it into your environment. Make sure to understand what you’re allowed to do with the data as far as who owns it.

NAVUG: How has Power BI affected the Microsoft Dynamics NAV User community?

UP: I think Microsoft’s big push behind Power BI will make BI a top agenda item for companies…if it’s not already. It’s also brought BI to a lower-entry point for companies that think BI is too much for them. More companies are definitely paying attention because of all that support from Microsoft.

NK: I do feel data governance is at risk now that Power BI is in the limelight. Essentially anyone can go out and write their own reports outside of the structure and serve it up as official and vetted information.

Businesses will be making major decisions based on that data, so even though it’s easier to leverage, data governance must still be in check.

UP: Yes, Excel is what they used before, and now we see newer BI tools like Power BI offer up nice visualizations, but with all the same fallbacks as Excel, such as no data security or data scrubbing. If they’re not doing it right, then the same conversation has to be had around data governance.

AD: Power BI supports that self-service model, and there’s really nothing to stop you from making something that looks good but may be way off-base. Is it real data? Has it been validated correctly? The power in the Users’ hands actually could be more trouble than Users bargained for.

NAVUG 16 | NAVUG Magazine

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

New NAVUG User Members 1888 Mills, LLC ADCO MANUFACTURING advanced FLOW engineering, inc.

All For Kidz Inc. Alpha Industries, Inc. American Orthodontics Aqua Leisure Industries Arizona Industrial Hardware B3IT Barkley Ag Enterprises Berner Fachhochschule BioLegend Birdon America Blackhawk Specialty Tools, LLC. California Olive Ranch, Inc. City Utilities of Springfield Civil Air Patrol Coalition of Kaiser Permanente Unions Cust-O-Fab Directex Dynamix Management Consultants eScreen

Farren International Fireball Equipment Ltd. Fowler Packing Company, Inc. Global Vintners Inc./Andrew Peller Ltd. GMi Companies Harbor Wholesale Foods, Inc. Hochschule der Medien Home Hardware Stores Limited Homeland Security Solutions, Inc IDRC / CRDI International E-Z UP, Inc. Joseph’s Gourmet Pasta Company K&R Industries, Inc Kentucky League of Cities La Crosse Forage & Turf Seed LLC LaFrance Corp Leesa Sleep, LLC Liberty Mountain LifeWatch Services Mälardalen University Marine Harvest USA

Mars Symbioscience Master Meter MBI Energy Services Monterey Mills Nanostring National Raisin Company NewPaperLLC Nord Anglia Education Oregon Ice Cream Pacific Bag, Inc Peco Pallet Philabundance Phoenix Mecano USA Inc. Prestige Industries, LLC Prospector Energy Services Inc. PT SERVIER INDONESIA Ramco Specialties Raptor Pharmaceuticals Red River Computer Company Rollease Acmeda Saint Leo University Sanjel Corporation Shearwater Research Incl

Silesian University in Opava, School of Business Administration in Karvina Space Information Laboratories, LLC. Stone Mountain Memorial Association Sun Gro Horticulture Tactical Electronics TAPCO Technivorm moccamaster USA Tender Corporation The Banff Centre Tri Star Metals LLC UC Leuven Limburg Unit Drop Forge Universidad de Guadalajara CUCEA University of Ljubljana Faculty of Economics USAP Visual Pak Companies Western Canada Marine Response Corporation Zonar Systems Inc

New NAVUG Partner Members ADNM International Inc AMC Banking Amerdian LLC Brummel Dynamics Services B.V. Business Management International

Datahaven for Dynamics DataSelf Corp Dynamics eShop Inc. Dynamics West e-Con Solutions

Global Software Inc. IDYN bv KCP Dynamics Lanham Services LLC LIDD Consultants Inc.

PROPHIX Software Inc. ReQlogic SaaSplaza Inc. Sana Software USA Wolcott Group

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

18 | NAVUG Magazine

t&t

TIPS & TRICKS

Return Authorizations: A Streamlined Process

by Bob Buccigrossi, EBO Group, Inc. here are many circumstances that may require the return of an incorrect or damaged item. Standard Microsoft Dynamics NAV 2009, 2013, 2015, and 2016 functionality, with minimal editing of the necessary forms (such as the Return Authorization and Sales Credit Memo) provides a streamlined process.

Return Orders can be found in Sales & Marketing > Order Processing: » Create a Return Order » Select Functions > Copy Document to auto-populate a related sales document (minimizing key strokes and potential data entry errors). If the Posted Invoice is used, it will auto-fill the Applies-to Doc. Type and Applies-to Doc. No. fields. » Email the Return Authorization to your customer with instructions to include a copy with the item(s) being returned. » When the item(s) is returned to your warehouse, post the receipt of the Return Order. (Since we use multiple SKUs, all Sales Returns post to location RETORDER. This keeps the item from being calculated as available in our main inventory location GENINV.) » The item(s) is inspected, and the invoicing of the Return Order creates the credit memo and email as necessary. » In some cases, a re-stocking fee may apply. This can be done on the line of the Return Order prior to posting. » We use the FIFO costing method and have assigned the Exact Cost Reversing function on the Sales & Receivables Setup.

There are additional options that can be used during the Return Order process. And yes, this functionality is similarly available for Purchase Returns!

NAVUG

T

Bob Buccigrossi is a business system improvement manager for EBO Group, Inc. and can be reached at Rbuccigrossi@pttech.com.

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Q1 2016 | 19

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

learn academy corner

Record Number of Students Attend NAVUG Pre-Conference Training

A

record 91 students registered to attend NAVUG™ Academy Pre-Conference Training courses prior to NAVUG Summit 2015, twice as many students as 2014.

Pre-Conference Training offerings included a variety of half-day, full-day, and two-day courses covering topics such as business intelligence, concepts, development, finance, ISV training, manufacturing, and Office 365.

“We’ve seen, with the higher adoption rate of Microsoft Dynamics NAV 2013, an increased interest in training Users on the latest versions,”

said Rich Beliveau, director of NAVUG Academy. “NAVUG Academy prides itself in being the premier learning destination for Microsoft Dynamics NAV professionals, and this increased interest indicates the value organizations are placing in NAVUG Academy trainings.”

NAVUG Academy Pre-Conference trainings complement the yearround live, virtual courses available to Microsoft Dynamics NAV Users and Partners. Virtual trainings are conducted in a simulated classroom environment, allowing students to virtually interact with instructors as they work through course materials.

NAVUG

ABOUT NAVUG ACADEMY

™

NAVUG Academy courses provide in-depth training opportunities for Microsoft Dynamics NAV Users and Partners in a hands-on environment. Courses are presented virtually, through an interactive e-classroom environment, or in-person at various conferences.

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Your completion of a NAVUG Academy class has tangible benefits for your manager and organization, including: » Opportunities for increased revenue and decreased costs » Improved data entry, quality, and use » “Big picture” thinking about your organization and its functions » More empowered, satisfied team members » A quality, focused training program for both experienced and new employees

NAVUG Members save 50 percent on each distance learning Academy course registration. Learn more at www.navug.com/academy.

20 | NAVUG Magazine

Congratulations to Amanda Everett of Milne for winning the Q2/Q3 2015 Word Find. Your

Academy

prize is in the mail! Below are 25 words that relate to the topics and theme in this issue of

All Stars

™

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

Alpha Industries Authorizations

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

Benchmarking

S C B N L N E W B O A R D M E M B E R S S E E Y O

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

M E S B E N C I S M I C R U G O R D O N E A A A F

M B I M T A F N L O S S O T D A V I D H G M T R O

I D N A A U I T A K E S F H R E B M E M R P A C S

E A A H M T N E I E E E C O L L A B O R A T E O O

C V M T P H A L C C Y T B R M I T C L B T A T D R

A I E N A O N L N O O A U I A L A O A O L C S A C

L D M A S S C I A M U I S Z C L I L N A N H C T I

P H B L E R E G N M I C I A D E C L H R E A R R M

T A E T E I I L I E N O N T O T O A A D D R V I R

E T R B I Z A E F R T S E I N N S B M E S G E U S

K K M U N M L N A C A S S O A I S O M C E E B P G

R E A S E R M C C E M A S N L Y A Y A H E L M C T

A R R I W T U U A G P M I S D L E N L A Y O E B I

M D K S B S P R S O A A N F I N A A L R O G M A P

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

E A T A A C B A I D F N E N S M I C R E I C R C A

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

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

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

M D O L E D O N O S U I M S E I R T S U D N I S R

A R L A M N D E D L A N O D C A M N O D R O G N I

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

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

Business Intelligence Chargelogic Collaborate Data Self David Hatker Financials Gordon Macdonald k-eCommerce Lanham Associates Member Marketplace Microsoft NAVUG New Board Members See You in Tampa Summit TARGET Tips and Tricks UPC Barcodes Users Year-end

Q1 2016 | 21

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

microsoft member showcase

Gordon Macdonald, director of SMB product marketing

N

AVUG™ sat down with Gordon Macdonald, director of SMB product marketing for Microsoft, to talk about what “SMB” really means for Users, the reception of Microsoft Dynamics NAV 2016, and the benefits his team receives from spending one-on-one time with Users and Partners.

NAVUG: One thing that has caused a little confusion in the community is the marketing term “SMB” and the thought that Microsoft Dynamics NAV is merging into a single product with Microsoft Dynamics GP and Microsoft Dynamics SL. How would you dispel that myth and use SMB in a context that makes sense to Users?

Gordon Macdonald (GM): Microsoft is deeply committed to empowering every person and every organization on the planet to achieve more. One of our focus areas within Microsoft Dynamics is to empower small and midsized businesses (SMB) with great business solutions.

The SMB segment is comprised of companies that have up to 250 employees and is a huge driver of innovation and growth in the global economy. There is a great diversity of needs within the SMB segment, and we offer a variety of business management products, including Microsoft Dynamics NAV, Microsoft Dynamics GP, and Microsoft Dynamics SL, to meet those diverse needs.

We have ongoing investment in each of these products and a complete commitment to build great solutions for the SMB segment.

NAVUG: Thank you for that clarification and reassurance. That helps to put things into perspective – and dispel some inaccuracies that are out there. Let’s shift gears and talk about the next release of Microsoft Dynamics NAV. When can we expect that?

GM: Our most recent major release was in October 2015. The development team is now hard

22 | NAVUG Magazine

at work on the next major version, with the goal of releasing the product in the second half of 2016.

Across Microsoft, we are working hard to get more innovation out to our Customers earlier.

We think this is absolutely essential to helping Customers achieve more in a mobile-first, cloudfirst world.

Given this reality, I think it’s safe to assume that our release cycles for Microsoft Dynamics NAV will continue to accelerate.

NAVUG: What was added to this new release to necessitate the jump in version year as opposed to making it an R2 or another cumulative update?

GM: Microsoft Dynamics NAV 2016 was a milestone release. The product has significant new capabilities in mobility, business insight, and cloud services, as well as deeper interoperability with Microsoft Azure, Microsoft Dynamics CRM, and Office 365.

We’ve had a great response from our Customers and Partners, especially around the new mobile experience and integration with Microsoft Power BI. NAVUG: What is the upgrade experience for Microsoft Dynamics NAV 2016?

GM: We’ve done a lot of work over the past few releases to make upgrading the Microsoft Dynamics NAV application easier and less labor intensive, both through refined product design and by building tools to help speed up common upgrade tasks.

A huge driver for us in this area is the significant number of Customers who are now choosing to consume Microsoft Dynamics NAV as a cloud service. Customers using a cloud service expect their solution to always have the latest and greatest capabilities, and they aren’t willing to wait months or years for an IT admin to finally upgrade them.

NAVUG: What should a User do to best prepare for this upgrade?

Customers want to spend less time switching between apps and more time getting work done.

GM: There are a ton of great resources on the Microsoft Dynamics CustomerSource site (https://mbs. microsoft.com/customersource/global).

That said, my top advice would be to talk to your Partner. They will have all the latest info, plus the understanding of your specific solution and business needs.

NAVUG: There’s a great video on Microsoft. com showing the connection between Office 365 and Microsoft Dynamics NAV login/ use. What have you heard from Users as far as this integration and Microsoft Dynamics NAV in the cloud?

GM: Customers want to spend less time switching between apps and more time getting work done.

The integration between Office 365 and Microsoft Dynamics NAV helps bridge the gap between where people do their work, and the data and processes they need to complete their tasks. Customer response has been great, and this is an area where we continue to invest significant development resources.

NAVUG: Your team has a large presence in NAVUG Summit and other User group activities throughout the year.

What is the greatest benefit of this involvement?

GM: By far the greatest benefit of our involvement in these events is the chance to connect directly with Customers and Partners. We listen carefully to every bit of feedback, and we often make product investment decisions based on what we’ve heard at these events.

But the benefits go far beyond that.

Personally, I always come away completely re-energized by the sheer number and diversity of Customers using our products.

It’s just amazing to see.

NAVUG Q1 2016 | 23

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feature

RE-EVALUATE MICROSOFT DYNAMICS NAV

FINANCIAL PROCESSES

IN THE NEW YEAR

story by Kerry Rosvold, Innovia Consulting, NAVUG™ Partner Member

Financial Reporting

Let’s face it: Our businesses are constantly changing, and sometimes our financial reporting isn’t always keeping up with those changes. Getting into the practice of evaluating your financial reporting every year is one way to make sure the things you are reporting are still useful to your businesses’ stakeholders. Here are some of the key things to review:

W

e all like to ring in the New Year and welcome January and the months ahead with our own traditions. For some, those traditions may be celebrating with family and friends. For others, setting aside time to plan goals for the upcoming year may be another way to get a fresh start. One tradition I have is to re-evaluate my Microsoft Dynamics NAV financial processes to make sure they are still efficient and relevant for my business. Here are two easy areas I recommend you review this month:

» Are there new areas of the financial reports that need to be emphasized? As our businesses change, we need to look at some areas in more detail. Take a look at the summarized accounts reflected on the income statement and balance sheet.

Do these need to be reorganized, expanded, or contracted in order to reflect more relevant information for your business stakeholders? Make sure you’re not sacrificing period over period comparability by making these changes. You can go too far in the other direction by making very large changes, but small changes made gradually over time often tell a clearer story for your company.

» Are there reports produced

» Is there any report that is no longer

that are so similar they could be combined? In your examination of reports, you may find reports that overlap in their purpose. When you do, have a discussion with the actual Users of these reports to find out if one report may serve both or multiple purposes. This is oftentimes an easy way to eliminate some reports.

used? It’s a great year-end cleanup habit to review all reports produced to make sure they are still being used. If you’ve got a way to see electronically how many times a report has been viewed and by whom instead of taking a verbal survey, you’ll often be surprised at who is really viewing requested reports. Eliminating time spent to produce reports no longer used is a great time-saver.

1 24 | NAVUG Magazine

» Are the records complete? Examine records for key data fields. Are there phone numbers, emails, and websites listed?

When using contacts, are there contacts for the company as well as individual contacts associated with the record? Are they still the right people associated with those contacts? The start of the year is a great time to schedule a review of these items and reach out to Customers and vendors to update information.

While we enter new Customers and vendors into our systems with some amount of frequency, we don’t often evaluate them to make sure the records are complete and working well with our business processes. Here are a few ideas on how to do that:

» Are cash management processes still effective? Cash needs and payment practices often stay the same out of habit. Evaluating payment cycles annually is a great way to improve back office efficiency. Is it really necessary to process a deposit daily? Maybe not, if automatic processes are handling the majority of cash coming in and what remains is exception processing that could be done once or twice weekly. The same applies to accounts payable. With the increase in electronic payments, it is often possible to pre-schedule payments going out which can oftentimes be accomplished in one weekly batch instead of multiple daily batches.

2

customer and vendor records

» Are payment terms still appropriate? Another way to create more efficiency with the payment cycle is to review payment terms. It may be possible to create different payment terms that help you better manage how vendors are paid. Take a look at what payment terms are currently on file. You may benefit from scheduling some regular payments to come up three days before the end of the month to allow for mailing time, or specifically at the end or the beginning of a particular month.

If you’re looking for even more ways to use Microsoft Dynamics NAV more efficiently over the next 12 months, visit Dynamics NAV Financials at http:// dynamicsnavfinancials.com. Every year, this blog rings in the New Year by sharing new Microsoft Dynamics NAV tips in the popular NAV 50 Tips Series (http:// dynamicsnavfinancials.com/2015/12/04/nav-50-tips-series-2015/). Find short oneto three-minute videos on each of the 50 tips, including tips on payment terms, journal entries, using the role center, and simply finding things faster in Microsoft Dynamics NAV. NAVUG Kerry Rosvold is an application consultant with Innovia Consulting. From 2004 to 2014, she was controller at two different companies that both chose Microsoft Dynamics NAV as their ERP solution. She has been an active Member of NAVUG™ since 2008 and was named a NAVUG All Star in 2015. She blogs on Dynamics NAV Financials and can also be found on Twitter @krosvold.

Q1 2016 | 25

1

topic on

2

...with NAVUG Members

NAVUG™ reached out to two Members to find out the year-end or annual planning tip that has been of great benefit to their organizations.

1

Eduardo Diaz IT director | Minequip Corp.

Ediaz@minequip.com

Since tracking sales becomes extremely important towards the end of the year, we have made significant improvements on our commissions dashboard. The detailed report now includes all product-based scenarios and calculations, which has eliminated numerous hours of manual manipulation. We are also expanding our 2016 budgets to include divisions, departments, and projects.

2

Linda Landers business systems analyst, Microsoft Dynamics NAV Ellsworth Corporation Justneedcoffee@yahoo.com

Our company created a Microsoft Dynamics NAV steering committee (NAVSC). This committee is a group of decisionmakers from our five companies currently utilizing Microsoft Dynamics NAV and the IT department, which I am a part of.

The group meets each month rather than just prior to annual

26 | NAVUG Magazine

budget meetings. I facilitate these meetings and feel it gives us the opportunity to zig and zag; it keeps us be responsive to the needs of our Users and/or business units.

We created this group because the IT department was being asked to complete projects/modifications coming from many directions, and everyone thinks they are number one, which of course they are!

IT needed to funnel the projects to be more efficient and effective. I pulled all requests for projects and modifications together to form our Microsoft Dynamics NAV project/modification pipeline. All projects start here, kind of a “project intake”, and are approved and prioritized.

We currently have 28 projects/modifications approved in the project pipeline and tend to have three to six projects/modifications going on at any one time.

As a project moves up the list, we re-evaluate the project again… view demos, request pricing, create ROIs, and then decide if the project will move forward.

When budget time comes, there are no surprises; we have been working on our list all year. We know what is in our pipeline, and it is less stressful to pull any remaining information needed for budget meetings.

If you would like to know more about our process, please feel free to contact me.

NAVUG

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

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TIPS & TRICKS

UPC Barcodes: What You Need to Know

by Steven Chinsky, Columbus, NAVUG™ Partner Member re you trying to store an image/link of the UPC barcode of an Item? With its pitfalls, using Link will not work to accomplish this. The best solution – and one that you can employ printing labels and the barcode on documents – is to store the barcode as an Item Cross-Reference.

A

As you can see, you establish a barcode for the Item, based on the UOM. This means you can have a Barcode for EA (Each) or CASE (Case). Now when a User scans the UPC, during data entry, it will cross-reference to the Item. This is very helpful for receiving, shipping, and various warehouse functions. To enter a barcode, under the Cross-Reference Type field, select Barcode.

Leave the Cross-Reference Type No. field blank. Enter the barcode in the Cross-Reference No. field. Enter a Unit of Measure.

To print the barcode on documents/reports, you add the barcode into the Report Object and set the Properties to a barcode Font Name. Below is a simple example of a label printing the UPC barcode, the UPC printed number, and Item No. (Note: If you need a barcode font, like 3 of 9 or others, you can download them for free from the web or contact me at Schinsky@verizon.net.) NAVUG

Steven Chinsky is a senior industry solution architect for Columbus. Steven can be reached at Schinsky@verizon.net.

28 | NAVUG Magazine

™

RENO TAHOE 2015

Thank You Sponsors We truly appreciate your support of NAVUG Summit 2015 in Reno-Tahoe. This year’s event was INcredible because you went All IN to support the Microsoft Dynamics® NAV Community.

Premier Sponsors PLATINUM SPONSORS

GOLD SPONSORS

EXHIBITORS

ArcherPoint Beck Consulting ChargeLogic Dynamic Manufacturing Solutions Dynamics TMS Equisys - Zetadocs Innovia Consulting Jet Reports Liberty Grove Software Mergetool.com SPS Commerce Western Computer

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AMC Banking Amerdian Armanino DiCentral Dynamics eShop Inc. e-Con Solutions USA Esker Fastpath Global Software Inc. Hillstar Business Intelligence I Love NAV k-eCommerce Malibu Commerce NAV DNA Paramount Technologies QBuild Software SaaSplaza SBS Group Serenic HCM Tribridge

OTHER SPONSORS Fastpath - Hotel Key Card Innovia Consulting - Hub MSDynamicsWorld.com - Media Solution Systems, Inc. - Notepad & Pen Thomson Reuters - Lanyard

Thank you for supporting our Sponsors! We’ll see you in Tampa for NAVUG Summit 2016: October 11–14

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

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Adding a Recording to Favorites The NAVUG™ Recording Library has hundreds of recordings, yet who has time to watch them all right now? A great site feature is the ability to “favorite” recordings for quick access at a later time.

To add, access, and remove a recording from your favorites:

1

Adding a Recording as a Favorite

» Navigate to the Recording Library by clicking on Access Webinars on Demand under the Learn & Engage tab. Recorded content is a benefit to NAVUG Members. » Click on a folder to see recordings saved within the folder. When you find a recording you want to save, double-click on it. » Click on the blue Action button, and select Add to Favorite. You can do this for as many recordings as you want.

2

Accessing Library Favorites \

» Navigate to your Profile by clicking the drop-down next to your name in the upper-right section and then clicking on Profile.

» Click on the My Settings tab and select Library Favorites. » You’ll see a list of all recordings you have marked as a favorite.

You can keep recordings in the library for as long as you want.

3

Removing Recordings from Library Favorites

» From the Library Favorites, click on the title of the recording you want to remove.

» Click on the blue Action button. Select the Remove Favorite option.

For more info, watch the video tutorial at www.navug.com/saverecordings. You can view more tips on website features and functionality by clicking on the “Website Blogs” link from our Frequently Asked Questions page (www.navug.com/questions) or visit www.navug.com/websiteblogs.

30 | NAVUG Magazine

NAME THAT PHOTO

CONTEST

That’s a pretty good-sized book!

Which Microsoft Dynamics NAV topic could use a book that large?

Simply email your submission to Q2/Q3 CONTEST WINNER: Mark Carter of Deco Paper Products “The rumor spread quickly that the freshly-baked chocolate chip cookies were on the refreshment tables.”

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

Q1 2016 | 31

industry showcase

Shopping the Member Marketplace N

AVUG™ Summit 2015 featured a new offering to engage attendees by allowing User Members to showcase their own products through the inaugural Member Marketplace. We are proud of the diverse industries, products, and ideas represented among our User Members, and fellow NAVUG Summit attendees enjoyed the surprise of learning that some of these well-known companies are using Microsoft Dynamics NAV as their business solution! Read about some of our Member Marketplace participants in this issue’s Industry Showcase.

CALIFORNIA DAIRIES, INC. Visalia, California A manufacturer of quality fluid milk products, butter and milk powders, California Dairies, Inc. is the number one farmerowned dairy processing cooperative in the leading dairy state of California.

Their members/owners produce about 43 percent of California’s milk or nine percent of the milk produced in all of the United States on approximately 450 dairies.

32 | NAVUG Magazine

MARS FISHCARE, INC. Chalfont, Pennsylvania Supporting the fishkeeping hobby through research and the development of products, Mars Fishcare, Inc. has been a pioneer in the aquatics industry for more than 50 years. Mars Fishcare is committed to making a difference to our planet and its people by providing innovative, scientificallyproven fishkeeping solutions.

SAN FRANCISCO BAY GOURMET COFFEE COMPANY Lincoln, California San Francisco Bay Gourmet Coffee Company focuses on farming, milling, roasting, packaging, and selling gourmet coffee, using packaging improvements to reduce environmental impact. They have been in business since 1979 and are one of the nation’s few remaining family-owned, gourmet coffee roasters.

STONEWALL KITCHEN York, Maine Stonewall Kitchen offers more than 400 specialty food items and more than 2,000 complementary items across 42 countries.

Stonewall Kitchen manufactures 80 percent of their award-winning specialty goods and exemplifies the true meaning of selling through a multi-sales channel.

TW GARNER FOOD COMPANY Winston-Salem, North Carolina Founded in 1929 as a maker of barbecue sauce, the company now sells a full line of hot sauces, wing sauces, and seafood sauces under the Texas Pete® brand, as well as salsa and tortilla strips under the Green Mountain Gringo® brand.

Texas Pete® and Green Mountain Gringo® products are sold in supermarkets, military commissaries, convenience stores, and restaurants throughout the United States.

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120+ Educational sessions by role, industry, or area of interest Networking opportunities dedicated to connecting Attendees by state, role, and industry Extend the value of your Microsoft DynamicsÂŽ NAV implementation by exploring hundreds of ISV solutions in the Summit Expo

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feature

BUILDING UPON ITSELF

story by by Tony Castellano, Western Computer, NAVUG™ Partner Member

T

he end of a calendar year creates a flurry of activities for many companies: Finalizing budgets for next year, measuring the past year statistics, and creating objectives for the next one. I have always been interested in strategic planning, so I jumped at the chance to participate in a session at NAVUG Summit that really put a new light on this annual process for me.

The track was called “Benchmarking: Do You Know Where You Stand?” Since I am not an expert on the subject, I started to do some research. Benchmarking, in its simplest definition, means to “evaluate or check something by comparison with (a) standard”1.

Everything I found pointed to Robert Camp, Ph.D., of Xerox during the late 1970s and early ’80s as the beginning of benchmarking, although I did see some references to the work of Dr. W. Edwards Deming on the Shewhart Cycle as a contested starting point2. In this article, I’ll focus on the work of Robert Camp. While dealing with 34 | NAVUG Magazine

intense competition from both U.S. and Japanese competitors as well as rapidly losing market share, Xerox Manufacturing Operations started a process called “product quality and feature comparisons.”

First, they bought competing products, catalogued their features and claims, and then tore them apart. It was not until the team at Xerox visited their Fuji-Xerox affiliate in Japan to fully understand the gravity of the issue: The Japanese could afford to sell their machines at a price equal to Xerox’s cost. As Camp shared in his book, “Benchmarking: The Search for Industry Best Practices that Lead to Superior Performance”, the knowledge that the Xerox managers carried back brought the company’s costs down rapidly, without compromising quality.

A broader description for benchmarking commonly used today is a “measurement of the quality of an organization’s policies, products, programs, and strategies and their comparison with a standard measurement or similar measurement of its peers.”3

This broader definition of benchmarking brings in more types of benchmarking that have evolved over the years such as metric, internal, competitive, process, performance, strategic, and others.

A comprehensive survey on benchmarking was commissioned by The Global Benchmarking Network, and it found the tools that are likely to increase in popularity the most over the next few years are performance benchmarking, informal benchmarking, SWOT, and best practice benchmarking. More than 60 percent of organizations that are not currently using these tools indicated they are likely to use them in the next three years.4 With this research, I felt I was ready to tackle my assignment. At NAVUG Summit, I met Ellen; she works for a Midwest “call before you dig” service. Ellen shared with me that she was already collecting data at their state’s main location for hold times, call completion, and da

customer satisfaction. She wanted to use this data and compare it across other states’ services to gauge where they stood. Not to brag or boast, but rather to find out where they stood among their peers.

Her goal was to allow all those in her common industry to benefit from this knowledge and sharing. This would be a form of external benchmarking.

In the same session, I met Tim; he works for a wine distributor on the West Coast. Tim was interested in a more formal IT benchmarking process to see how his Microsoft Dynamics NAV 2009 system was performing. He was already capturing data on connection times for his international Users who were connecting remotely to their U.S. database and comparing it to the local Users’ connection times. He was very focused on the Users’ experience: How long they had to wait for connection, how long the screens and pages took to render, etc. I

was able to provide Tim a detailed IT benchmarking assessment I had received from a colleague so he could formally document his findings.

This would be a form of performance or metric benchmarking.

The last attendee of our session (the 8 a.m. slot on the final day of a conference is not always the most popular) was Steve, a Customer I know very well from the consumer goods business. Steve shared with us some of the benchmarking results from his recent warehouse management system (WMS) implementation. If anyone knows metrics, it is Steve. Steve told us their per order pick time went from six minutes to 56 seconds by the second week of his implementation!

But the compelling part of Steve’s story was not the 84 percent savings of time per pick, but that the journey to get to that point started four years ago with a plan, setting objectives, data analysis, reporting, and implementing improvement actions. In other words, it started with benchmarking.

Through my NAVUG event and session, I learned that most

people and companies are gathering data and doing some sort of benchmarking, although it may not be as formalized as the original Xerox initiative. Of those who have formalized the actual process of benchmarking, those companies are seeing the positive affect of benchmarking in their everyday business, and the culture of the company has seen a radical change as it has accepted and adopted benchmarking as an everyday practice.

As in life, everything builds upon itself.

NAVUG Tony Castellano is the director of client services for Western Computer and can be reached Tony.castellano@westerncomputer.com.

1

Google Search – definition Deming, W. Edwards (2000). Out of the crisis (1. MIT Press ed.). Cambridge, Mass.: MIT Press. p. 88.

3 Business Dictionary www.businessdictionary.com – definition 4 https://en.wikipedia.org/wiki/Benchmarking 2

Q1 2016 | 35

NAVUG Summit 2015

All IN the numbers.

RENO-TAHOE OCTOBER 13–16, 2015

5 2 7

HUMANS OF NAVUG SUMMIT

AV

N cs mi * a n Dy ees oft tend s o At icr

21 Planning Committee Members

46 Have Attended 5+ NAVUG Summits

NAVUG MEDICS

SPONSORS

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*49% Increase in Attendance From 2014

ACADEMY 1,700 CPE Credits Issued 105 Hours of Training 80 Students 2 Days of Classes

SESSIONS

Buddy Night 110 Guests

Top 3 Industries Represented: Manufacturing, Wholesale & Distribution, Food & Beverage

175 Breakout Sessions Countless Dynamics® NAV 289 Total Expo Sponsorships* 115 Breakout Session Speakers issues and questions resolved.

60 NAVUG Sponsors 3 Days of Breakouts 20 Hours of Support 15 Partners Sponsoring NAVUG 15 NAVUG All-Stars & Summit 5+ Consecutive Years Microsoft MVPs

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GO ALL IN

Social Impressions 2.86M with #INreno15 130k with #NAVUGSummit That’s quite the buzz

755 Online Community Updates 235 Online Registrations for Webinars & Chapters 3 Ecstatic Grand Prize Winners

* Includes NAVUG Summit, CRMUG Summit, GPUG Summit, and NAVUG Summit sponsors

SHOUTOUT TO THE NAVUG COMMUNITY NAVUG 2015 SUMMIT PLANNING COMMITTEE

NAVUG 2015 ALL STAR AWARD RECIPIENTS

AJ Ansari, Jeroen Beemster, Trish Boccuti, Tony Castellano, Steve Chinsky, Kim Congleton, Tony Darden, Robb Delprado, Victor Diercksen, Adriana Di Vito, Kristina Frank, Aydan Golaszewski, Andrew Good, Meenakshi Singh, Nancy O’Hara, Mike Persichini, Mark Rhodes, Kerry Rosvold, Peter Willemse, Peter Zentner

Mark Brummel, Brummel Dynamics Services B. V. Amanda Mayer, Ellsworth Corporation Kerry Rosvold, Innovia Consulting

CHAPTER CONNECTIONS AT SUMMIT

20 NAVUG Chapter Leaders

8 Hours of Leadership Training

150 Leadership Training Participants

90 Leaders at Monday Night Bash

60 State/Province Meal Hall Tables

30 New NAVUG Chapter Connections

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NAVUG 2015 CHAPTER LEADER OF THE YEAR Adam Johnson & Michelle Strand, Log House Foods | Minneapolis/St. Paul Chapter

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Q1 2016 | 37

new

THROUGH

SEEING

BI eyes MICROSOFT DYNAMICS NAV

story by Joni Girardi, DataSelf Corp., NAVUG™ Partner Member

J

ust about every business intelligence solution claims “ease of use.” Every vendor says it. The trouble is the inevitable gotcha. There’s always a catch, a little detail they don’t mention — and it’s almost always that the business User needs IT’s help to create or modify reports. That’s the old way of BI. Fortunately, there’s a new way to do BI. At DataSelf, we’ve been listening to business intelligence clients for more than 15 years about reporting and how they squeeze value from data. The several dozen people we talked to at NAVUG Summit 2015 confirmed what we’ve heard from business Users over the years: They want to be empowered, they want to slice and dice and drill down into their data, and they want to do that anytime and anywhere.

Microsoft Excel® and Reporting Services are no-brainer tools, but almost all business Users want something simpler yet more capable, too. Whether they work in upper management, IT, finance, HR, accounting, or shipping, they’re responsible for delivering reports to decision makers — and they want to solve their own problems and do their jobs more efficiently. They have no time to fumble with Excel or, on a more powerful system, to wait for IT experts.

38 | NAVUG Magazine

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Business Intelligence Is about Business You can hardly blame BI vendors for playing to IT. At first, we at DataSelf were no different. After all, IT managed the organization’s data, so why wouldn’t the reports flow through them?

But most IT groups lack the intimate knowledge it takes to grasp business needs, so business Users have to explain and explain again. Delays and do-overs follow even as new questions keep popping up.

No one can wait for help for every new opportunity, problem, or prediction. There’s just no time to lose.

So decision makers often just wing it, and that’s just not good enough. Productivity occurs when decision makers have a tool they can use wherever they are, whether at the office, in a conference room, or on the road. The more they know when they need to know it, the more value they create.

What’s more, the more people you have who can create value with data, the higher your organization’s collective intelligence can go.

Knowledgeable NAVUG Users People in the NAVUG community are knowledgeable about BI. They just have to be. Reporting is a constant challenge, and many already see a solution: a data warehouse. Some have tried to build one from scratch, then create their own reports and analytics on top of it. Trouble arises when they come up short on skills, budget, and time.

The good news is that there are providers that offer a data warehouse and tons of reports and analytics out of the box. That makes life easier!

Microsoft Charging with Power BI The new Power BI version is promising. Microsoft has taken the good parts of Excel reporting and created an independent product, and that package looks awesome. Anything new has bugs at first. But even so, people should try it.

My Advice to You My first advice is about empowering business Users, which can be tricky. All BI tools look easy in demos.

But many of these tools won’t cut it in business Users’ hands. Remember, the tool should help IT’s job, but ultimately, it must be intuitive to the business minds.

Second, there are many options for on-premises deployment or cloud deployment or both. Before you decide, be sure you understand the implications for your specific business.

Third, educate yourself and then find a good Partner. Ask questions and gain a clear understanding of what you’re trying to achieve with BI. Look for reputable comparisons such as Gartner Magic Quadrant for BI Reports. Then find a good Partner who will help you deliver on those objectives. Perhaps start with a small project. Partners don’t want to implement something that is destined to fail. They all want to see you and your organization succeed.

As a Partner, I’m here to help you decide what will work best for your organization. If it’s a competitor’s product, I’m going to tell you that. I don’t want your money if I’m not going to add significant value.

Oftentimes our solutions complement a competitor’s solution, and many players in the BI market are good at working with another to figure out the best fit for a User.

Remember, everyone’s learning, and technology changes fast. With 15 years behind us, we continue to have “aha” moments. One by one, though, we take each revelation and use it to build our arsenal.

You also learn by crowdsourcing. We’ve done that by listening to Users; that’s how we built our 5,000plus reports, dashboards, and KPIs. Likewise, you should have a BI system that empowers a broad range of business Users to reap your organization’s collective intelligence. That’s the new way of BI. NAVUG

Q1 2016 | 39

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

isv partner member showcase

DALE LANHAM

MARY LANHAM

COMPANY Lanham Associates INTERVIEWEES Dale Lanham, founder and CEO; Mary Lanham, COO WEBSITE www.lanhamassoc.com HEADQUARTERS Norcross, Georgia PHONE 678-379-4200 NAVUG™ MEMBER SINCE 2008

40 | NAVUG Magazine

L

anham Associates began its relationship with Navision Software in 1997 by creating the product’s first distribution functionality, Advanced Distribution. A Microsoft Dynamics Gold Certified ISV, Lanham Associates has been creating complementary supply chain planning and execution products built inside and outside of Microsoft Dynamics NAV ever since.

NAVUG: What is the story behind Lanham Associates? How, when, and why did you start your company?

Dale Lanham (DL): I started the company in 1997, about three years before Navision was bought by Microsoft. I had about 15 to 18 years of experience in distribution and found that Navision, a great product at the time and still is to this day, just didn’t have the needed distribution functionality for the U.S. I saw the opportunity to make it better.

Mary Lanham (ML): Dale was asked to look at Navision and assess it for distributors in the U.S. DL: After that assessment, we created supply chain features in Navision that made it competitive in the U.S. market, and we sold those rights to Navision.

Then we started creating complementary products in the white space, focusing on areas in and around ERP where global software vendors experienced challenges.

Lanham has since been the driver in making supply chain solutions that streamline EDI, the forecasting and replenishment of inventory, packing, shipping, receiving, warehouse management, and more, all built right inside Microsoft Dynamics NAV as extensions to the original products we designed.

NAVUG: What type of companies make up your Customer base?

DL: Everything we do revolves around the supply chain, and that breaks into three types of Customers with commonalities across the board: 1. Wholesale distributors who buy products in volume from manufacturers and sell in either a business-to-business or business-to-Customer environment; 2. Distributors that import products, sell to large retail chains, and must deal with complicated EDI and shipping requirements; and 3. Light manufacturers that purchase components and assemble, repackage, or change the form of the purchased items.

NAVUG: What’s the number one supply chain pain point you see these days?

DL: The pain point we’ve always seen in this industry is that distributors are caught in the middle between manufacturers and their end customers.

They are squeezed from both sides and must make sure they anticipate their customers’ needs and purchase the right amount of inventory while being careful not to get stuck with too much of the wrong inventory. That’s why our solutions focus on streamlining business processes and lowering costs so those distributors can make a profit while meeting the business demands around them.

A newer challenge concerns sourcing products from outside of the U.S. If we asked a group of distributors 15 years ago whether they imported products, very few hands would go up. Today, everyone is buying and importing something. With that comes the issue of long lead times. If you’re buying products from China, it can take 90 to 120 days to receive your order. It is more important

than ever for distributors to really plan and forecast into the future. If you make a mistake, long lead times make it very difficult to recover quickly. Being out of stock can mean losing customers.

ML: Today there is more data available than ever before. Keeping that sorted out and paying attention to the right data points is a challenge for many distributors. We help them manage by exception.

If something is urgent, our software alerts them right away and helps them address their most critical needs.

NAVUG: What do your clients like most about you and your solutions?

ML: At Lanham we really go out of our way to make things as easy as we can for our Partners and end-Users. Because we work in the complex side of the supply chain, we have developed a company culture to go above and beyond to add value. I think our clients notice that. Our high-quality products are the foundation of what we do, and they can count on us to make sure things work the way they should.

DL: Our clients look to us in terms of expertise, and likewise, we are always interested in Customer input for our product direction. We have two events that are great examples of that coming up in 2016.

The Forecasting and Replenishment Forum is taking place in April of 2016; that’s where we meet for three days for hands-on learning and to gather input for the AFP product direction. We’re also excited to be holding our first-ever Lanham Supply Chain Summit in May 2016, which will be a similar format as the Forecasting and Replenishment Forum but will pertain to EDI, shipping, and warehousing.

NAVUG: Speaking of 2016, what tips do you have for Microsoft Dynamics NAV Users to get ready for the New Year?

DL: Package carriers typically update their charges and add new functionality at the start of the year. Our shipping product managers spend most of the year getting ready for these changes so that everything is ready to go for the first of the year. Customers need to update this information in their systems as well.

ML: Lanham products support Microsoft Dynamics NAV version 5.0 all the way through to Microsoft Dynamics NAV 2016. We invest in making lots of updates and changes in our products to take advantage of the changes in Microsoft Dynamics NAV each year. Changes are coming faster than ever, and many of them drive significant advances in productivity for our Customers.

NAVUG: What else does Lanham have coming up for Microsoft Dynamics NAV in 2016?

DL: We released three new products at Directions this year: Container Tracking, Address Verification, and Point of Sale (POS) Data Analysis.

Container Tracking will help manage arriving inventory.

ML: When you order inventory that is being imported, once it ships, you own it, but you cannot always count on receiving what you ordered.

Container Tracking will track inventory each step along the way, while it’s on the water, to alert you as to when and what you will be receiving.

Address Verification is a new service we will release in 2016. It will allow Users to verify any address at any point in the system.

Once an address is verified one time, the system will re-verify it on a periodic basis without User intervention. In addition to making sure shipments arrive at the correct location, clean, verified addresses reduce address-related carrier penalties as well.

DL: POS Data Analysis tracks inventory at the point of sale so that distributors can receive weekly data, by store, via EDI. For example, a chain like Walmart will transfer this data via EDI from each of its 4,000+ stores. The distributor can use this data to compare in-store inventory to projected sales and anticipate potential stock outages or overstock conditions. Vendor managed inventory (VMI) also becomes much easier with POS Data Analysis.

NAVUG: What is vendor managed inventory?

DL: That’s when a retailer contracts with a supplier to anticipate store sales and ship the required amount of products to maintain the optimum amount of inventory in each store.

NAVUG: You’ve been in NAVUG since the beginning. What are your favorite things about the community?

DL: In our business, we typically work through resellers. NAVUG is a great chance for us to listen to Customers and directly hear their challenges as well as show how we can help them.

ML: It’s a great group of people. We’ve had exposure to other User groups outside of Microsoft Dynamics, and it’s nice to be with a group that’s positive and forward thinking. The NAVUG community is great that way. They seem resourceful and open to new and better things.

NAVUG

“The Forecasting & Replenishment Forum is an excellent event to gain more knowledge of the Lanham AFP software, network, and share ideas as well as best practices in managing effective inventory. Attendees can view the latest software updates and provide feedback for future software enhancements.

I would strongly recommend this first-class conference to anyone in the purchasing/inventory fields!”

Tim Sondag, senior inventory control manager, Group O

Q1 2016 | 41

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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story by Ken Sebahar, Solution Systems, Inc., NAVUG™ Partner Member

A

s the stewards of our organizations’ financial systems, this is the time to make preparations for our next fiscal year within Microsoft Dynamics NAV! Most people run their fiscal year based on a calendar year, making this the perfect time to ensure that your Microsoft Dynamics NAV environment is finely-tuned and humming along as we start 2016. There are a number of things to do to ensure you start the year on the right foot.

First, now is the perfect time to make sure that inventory periods have been successfully closed at least through the first three quarters of the year. I list this first because inventory adjustments often have the largest impact on an organization’s financial position. Closing

the inventory periods in Microsoft Dynamics NAV ensures that all negative inventory situations have been addressed and at the same time ensures that all inventory values and costs have been fully adjusted. If these haven’t been closed in a while, it may take some time to address these situations that prevent the periods from being closed, and by doing this task now, these adjustments can be made in the current fiscal year, providing a clean inventory valuation as of year-end.

The new accounting periods and inventory periods can also be created in advance of a new year. You can use the “Create Year” function to complete this task in a single click, or manually enter the new periods. Either way, five minutes ought to be enough time to complete this task.

Year-end is also when many organizations review their accounts receivable and write-off balances that are deemed to be uncollectible.

You can preview what invoices are likely to fall into this uncollectible category by running the standard Aged Accounts Receivable Report 42 | NAVUG Magazine

using a filter on the “Show if Overdue By” date formula. This field will limit the results on the report to those that exceed the specified date formula (365D, for example), providing you with a clear view of the likely impact of year-end receivables write-offs even before the end of the year arrives.

Let’s not forget about budgets! If you haven’t already done so, now is the best time to begin building the financial budget for the next year. There are several tools and features of Microsoft Dynamics NAV’s GL budgets that make building a new budget very easy and also very forgiving. Let’s start with the forgiving part. Microsoft Dynamics NAV allows you to create an unlimited number of budget codes and lets you just as easily edit/delete entries within these codes or delete the entire code altogether. As such, any mistakes or omissions can quickly be resolved.

There is also a “copy” function in the budget worksheet that allows you to copy an existing budget or copy your actual GL entry history. And if you are expecting 30 percent growth over last year’s sales, the “Adjustment Factor” field in the copy function can be used to apply this factor to all of the copied entries. But if all that is needed is a high-level budget, Microsoft Dynamics NAV allows budget entries to be created against “total”-type GL accounts. Use the GL budget worksheet to manually type in these budget entries so that you have a summary-level, actual-to-budget income statement available this month.

Here are a few other things to consider that will keep your Microsoft Dynamics NAV’s finances in order. Review the User Setup table and make sure that every active User of Microsoft Dynamics NAV has a record in this table. This will ensure that posting date ranges are restricted properly. Also, under the “IT Administration” menu, Microsoft Dynamics NAV provides a host of data deletion and date compression utilities that can be used to clean up records and reduce the volume of historical data in the Microsoft Dynamics NAV database. Never run these in your “live” environment without first understanding the impact of these utilities; used

correctly, these will help keep your Microsoft Dynamics NAV database operating efficiently.

Finally, remember that you can run the Close Income Statement many times, so consider running this as part of your standard month-end close process for December, knowing that you can still continue to make adjustments into the previous year and re-close the year again to roll these changes into the new year. Have a great 2016!

NAVUG Ken Sebahar is the vice president of operations for Solution Systems, Inc. Ken can be reached at Ken@solsyst.com.

Q1 2016 | 43

CHAPTER OF THE YEAR

Northern Cal (California)

T

he NAVUG™ team was happy to recognize the Northern Cal (California) chapter as the 2015 Chapter of the Year at NAVUG Summit.

This chapter was recognized due in part to their creativity. They host unique meetings for their 50 active Members at User sites, focusing on fun, great learning, and sharing best practices. In a few words: They are awesome!

Matt McGinley of San Francisco Bay Gourmet Coffee is the enthusiastic chapter leader and has done a fantastic job of chronicling the chapter’s meetings through notes and photos posted to Collaborate.

“I believe our meetings have been popular and wellreceived,” says Matt. “We provide so much location and topic diversity that there is something for everybody.

Also, it’s such a great and fun group of people that the meetings are always successful, in my opinion!”

The Nortnern Cal (California) chapter plans to keep having their meetings in “wonderful places with wonderful people”, and locations for meetings in 2016 are already secured.

Matt’s joyful engagement with his chapter is evident when we asked what he likes most about being a chapter leader.

“The thing I like most about working with our chapter is our Members,” says Matt. “Meeting new Members and fostering relationships with Members I’ve known since the beginning is very rewarding and places a huge smile on my face. We really do care about our chapter and the Microsoft Dynamics NAV community as a whole.”

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

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36 | NAVUG Magazine

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Q1 2016 | 45

k-eCommerce

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

46 | NAVUG Magazine

Britain Butcher, creative manager for Coffee Beanery Laurie Shaw, vice president of marketing, operations, and training for Coffee Beanery Add-on Solution: k-eCommerce

Coffee Beanery is a family-owned specialty coffee franchise with more than100 stores across the U.S. and 20 locations internationally.

The company roasts and packs all its coffee at its headquarters in Michigan before shipping it all over the world.

Before Coffee Beanery started working with k-eCommerce, the company worked with another e-Commerce website provider that over-promised and under-delivered. Customization of the site was so costly that Coffee Beanery couldn’t make any changes on its own, and the functionality simply wasn’t there. Users were having to manually enter any orders from the website into Microsoft Dynamics NAV so that numbers would align and inventory was updated. Laurie Shaw, vice president of marketing, operations, and training, shares, “It was an extremely inefficient process. Nothing was automated. Nothing was connected.”

While Coffee Beanery experienced amazing growth in its Amazon sales last holiday season, the organization was not prepared for the workload. “Sales were up 400 percent, and we were still on a very manual process,” Britain Butcher, creative manager, says. “If you don’t update Amazon with shipping details within a specific timeframe, you could get shut down and receive bad ratings. We made it through last year, but we are really looking forward to this season now that we have k-eCommerce in place.”

Given its prior e-commerce relationship, Coffee Beanery entered its partnership with k-eCommerce with caution. Now having worked together for two years, Coffee Beanery’s website is live, mobileenabled, and completely connected with Microsoft Dynamics NAV and Amazon. “They have been amazing to work with. They stay on top of all e-commerce best practices and are very innovative in coming up with new solutions for our business,” Laurie says. “The people there instill a level of confidence. They always do what they say, and that is very hard to find, as we know too well.” k-eCommerce created a completely connected loop of automatic touchpoints with Microsoft Dynamics NAV, Coffee Beanery’s website, and Amazon.com. “We’re trending another 300 percent in growth this year, and there is no way we can manage that without this automation,” Laurie says. Workload has decreased immensely, and employees can now focus on the increase in sales.

In addition to greatly increasing the efficiency and accuracy in orders without error-prone manual entries, the company is proud to have a mobile-enabled site. Britain explains, “Google recently changed its mobile requirements, and k-eCommerce helped us replatform and launch the mobile site. Now our franchises can order on their iPad register systems instead of faxing or calling in their orders.”

Giuseppe Ianni, vice president of sales at k-eCommerce, says, “k-eCommerce strives to deliver best-in-class web stores with seamless integration to businesses in the Microsoft Dynamics NAV space, and we are ecstatic to have a client like Coffee Beanery that utilizes the platform to its fullest potential to help its business scale.”

ChargeLogic

Targit

April Humphrey, vice president and controller for West Music Company Add-On Solution: ChargeLogic

Niels Nybro Bolding, group manager of ERP, executive MBA, and TARGIT certified specialist for DANÆG Add-On Solution: TARGIT business intelligence

West Music Company has seven retail stores located in Iowa and western Illinois. As a full-line music store, the company offers everything from upper-line percussion instruments to music therapy and everything in between. April Humphrey, vice president and controller, says, “If it has to do with music, we’re involved!

Our mission describes us to a tee, ‘Creating musical communities by providing knowledge, products, and services people need to experience the power of making music’!”

West Music Company implemented Microsoft Dynamics NAV in 2005 and soon realized a few challenges in processing credit cards for its unique needs. For example, it would take six to seven hours each month to run a big batch of 6,000 credit cards for rented and leased instruments. “Time for submittal used to take at least seven seconds per transaction,” April explained. There was also a scattered approach to managing the point of sale (POS) system and website. “Nothing was integrated, and with the growth of our online business, we simply couldn’t keep up,” April adds.

West Music Company implemented ChargeLogic Payments in 2008 for phone and store sales. In 2014, it implemented ChargeLogic Connect to securely accept credit card payments on the company website and now benefits from a completely integrated credit card processing solution within Microsoft Dynamics NAV. Time for submission has greatly improved for batch processing, and Users are now able to process seven credit cards per second, cutting the overall time to just three hours each month for the large batch.

ChargeLogic also allows West Music Company to tighten up security and lower its risks since the solution can tokenize credit card numbers, which helps in achieving PCI compliance and safeguarding customer data. April shares, “We do business with customers through so many different channels. Not only can we store their credit cards securely, but we also don’t have to keep asking customers to share that information.” Returns can be processed without credit cards, and ultimately better customer service is offered.

Now that Microsoft Dynamics NAV is integrated with the POS and website, West Music Company can adapt to any growth in its online sales. “The seamless process ChargeLogic enables between Microsoft Dynamics NAV, POS, and our website is amazing. We wouldn’t be able to handle the online growth without it,” April explains.

ChargeLogic even helped West Music Company update its POS technology to meet the new EMV requirements, recommending versatile terminals that have worked out well for its needs.

“ChargeLogic has been fantastic to work with. They are always very willing to work through our processes while educating us along the way,” April concludes. “They have their finger on the pulse of our industry, and I would 100 percent recommend them to anyone who asks.”

DANÆG is the leading manufacturer and provider of fresh eggs and egg products in Denmark. The company runs its operations on Microsoft Dynamics NAV with the advanced warehouse and manufacturing module, specific add-on modules for the life sciences industry, and a customized solution for the grading, packing, and processing of eggs (MOBA).

DANÆG turned to TARGIT Decision Suite to help automate the data pulling and analysis side of its business. With everyone talking about big data, Niels Nybro Bolding, DANÆG IS/ERP manager, holds a different opinion about what’s most critical to keep the business ahead of the curve. “The big trend is to access big data, but really it’s the simple and critical data we need, and TARGIT helps us simplify our information.” TARGIT’s business intelligence platform allows DANÆG to drill down into periods, closing dates, customers, items, measures, and more, helping fill any gaps in the operation.

Report generation and development time is down 20 percent since implementing TARGIT Decision Suite. ”The connection between Microsoft Dynamics NAV and TARGIT is so smooth and stable that we can talk about a report in the morning and have that data to review the same afternoon,” says Niels.

Building analysis cubes is faster, and extracting data is easier than ever before at DANÆG. At the top of the company’s list of most exciting features is TARGIT Data Discovery, available in the latest version of TARGIT Decision Suite. The Data Discovery module connects the business intelligence solution with external data and internal data outside the data warehouse, making ad-hoc analytics and real-time analyses fast and simple. “We now have a fast alternative way to develop new cubes for our end Users,” says Bolding.

TARGIT BI is so User-friendly that any User – with or without IT experience – can easily extract data from a Microsoft Excel file.

“It used to be too complicated for Users to access the data they needed,” says Niels. “Now we only need one ERP and TARGIT expert on staff since we don’t have to pull reports for Users left and right.”

The ability to extract data from various Excel spreadsheets and into one view in TARGIT in a matter of minutes is a huge improvement over what used to take the company two weeks.

“We are much more on top of the business now because we can access information fast,” Niels adds.

“I give TARGIT a hard time because I’m not sure they understand just how great their product is,” Niels concludes. “In my opinion, they’re not promoting Data Discovery enough. It’s an amazing feature that helps us get to the critical data for our business.”

Q1 2016 | 47

Spotlight on..

DAVID HATKER vice president, IT of CCA and B, LLC

Who I’m following on social media right now... @StevenChinsky, and of course, @elfontheshelf!

On my desk right now...

A lot of business cards from networking at Summit 2015, a big glass of water, and pictures of my wife and son.

My three goals for 2016...

1) Take a trip somewhere fun with my wife 2) Participate in the Microsoft Dynamics NAV ACE program for the “Madeira” release 3) Work on my Spanish What I do when I’m not at work...

Road bike, play guitar, and enjoy pool time or family walks.

The best advice I ever received...

My dad is full of great advice, and one of my favorite quips of his is this: “Somebody’s gotta pay the fiddler in the morning!”

Although it could easily be said that he was warning me against staying up too late (I was a night owl at a younger age), I always took it as a general reminder to think ahead and prepare yourself for the future.

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 59

The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact Jane@thepartnerchannel.com.

NOTE: The Partner Channel and Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner. *Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

Industry

INDUSTRY

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

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

Automotive

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

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

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

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

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

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

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

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.

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

Construction

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

Incorporating Comprehensive Contract and Cost Control.

KEY:

Axapta

Great Plains

50 | NAVUG Magazine

Ariett http://www.ariett.com • 781-826-1120 Cloud AP Invoice, Procurement, Contract & Expense Reporting One spend management platform for any device to delight your employees.

Navision

Solomon

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

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

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

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

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

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

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

Customer Relationship Management

Retail Management System

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

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

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

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

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

Point of Sale

Solver

Healthcare

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

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

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI.

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

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

KEY:

Axapta

Great Plains

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

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

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

Metafile Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

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

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

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

High Tech and Electronics 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 today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

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

Vicinity Manufacturing

Industrial Equipment

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.

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 today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Government Contracting

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

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

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI.

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

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

Insurance IPM Global Pty Ltd

AssureSign LLC

http://www.ipmglobal.net • 321-368-2489 IPM Project Management IPM Project Management is a purpose built XRM Solution that delivers a fresh approach to Project Management in the Construction / Engineering sectors.

Incorporating Comprehensive Contract and Cost Control.

Navision

Solomon

http://www.assuresign.com 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Customer Relationship Management

Retail Management System

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

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

Point of Sale

Q1 2016 | 51

INDUSTRY

http://www.solverusa.com • 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.

Maintenance Management

INDUSTRY

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 today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

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

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

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.

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

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

Oil and Gas

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

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

Incorporating Comprehensive Contract and Cost Control.

Pharmaceuticals Metafile Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

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

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

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

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

KEY:

Axapta

Great Plains

52 | NAVUG Magazine

Navision

Solomon

Professional Services

Corporate Services

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

http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent financial information to accurately run your business

Restaurant Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Staffing/Recruiting

Retail

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

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Metafile Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Software

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

Customer Relationship Management

Retail Management System

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

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Warehouse Management

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.

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

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

Point of Sale

Wholesale Trade: Durable Goods HighJump Software Tasklet Factory http://www.taskletfactory.com • +45 96 354 500 NEW: Mobile WMS for Microsoft Dynamics AX/NAV Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offline mode that integrates with standard Microsoft Dynamics AX/NAV.

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

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

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

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

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

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

Horizontal Accounting

Automation

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

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

Affordable Care Act Reporting

Budgeting

Solver http://www.solverusa.com • 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.

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Analytics

DataSelf http://www.dataself.com • 888-910-9802 NEW: DataSelf Analytics 5000+ reports and KPIs, Tableau and data warehouse for MS Dynamics.

Asset Maintenance/ MRO/EAM

Axapta

Great Plains

Solver

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

http://www.solverusa.com • 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.

Corporate Renaissance Group http://www.crgroup.com/budgeting 613-232-4295 Budgeting & Costing CRGroup provides consulting expertise and leading solutions to streamline and improve budgeting, planning and costing. (Adaptive Insights, BOARD Software, CRG Cost Allocator, CRG FlexABM). Contact us to learn more.

deFacto Global, Inc.

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

KEY:

CALUMO, Inc.

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One� Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Navision

Solomon

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

DataSelf http://www.dataself.com • 888-910-9802 NEW: DataSelf Analytics 5000+ reports and KPIs, Tableau and data warehouse for MS Dynamics.

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One� Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

Customer Relationship Management

Retail Management System

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

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

Point of Sale

Q1 2016 | 53

HORIZONTAL

Business Intelligence

Halo BI http://www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery.

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

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

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

Document Management

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

Greenshades Software

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

Metafile Information Systems, Inc.

HORIZONTAL

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Check Printing Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email password protected Direct Deposit Statements to Employees.

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

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

Contract/Project Management Ariett http://www.ariett.com • 781-826-1120 Ariett Cloud Contract Management for Vendors, Capital Projects and Budgeting with Requisition/ Invoice Tracking on Any Device Collaborate on Contracts/Capital Projects to better manage spend.

Cost Accounting

MHC Software, Inc.

Corporate Renaissance Group

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.

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

Collaboration Platform

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

KEY:

Axapta

Great Plains

54 | NAVUG Magazine

Credit Card/Check Processing

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

Navision

Solomon

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

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

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

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

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—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

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

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

Distribution

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

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

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

Customer Relationship Management

Retail Management System

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

Esker Inc http://www.esker.com • 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.

Point of Sale

HighJump Software ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

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

Liaison Software Corp

eBridge Connections

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).

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

Metafile Information Systems, Inc.

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

Retrieve related documents with a single click. Workflow & Report imaging.

E-commerce

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 • 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.

KEY:

Axapta

Great Plains

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.

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

EDI

Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Let Lanham be your one stop for EDI. Van, maps, managed services. We won’t lock you in. Full function, fair price.

Lower cost of ownership.

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

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

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

A true turn-key EDI solution.

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

Electronic Document Delivery (Email)/Faxing Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

Navision

Solomon

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—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Customer Relationship Management

Retail Management System

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

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

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

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

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

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

DynamicPoint http://www.dynamicpoint.com • 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.

Point of Sale

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HORIZONTAL

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

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

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

FieldConnect, Inc. 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. ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

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

http://www.fieldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch software, and customer portals are directly integrated with Microsoft Dynamics for maximum efficiency.

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

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.

HORIZONTAL

Inventory Management

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic Expense Management ReQlogic’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

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

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

Unprecedented visibility.

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

Invoicing Enhancement Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect

KEY:

Axapta

Great Plains

56 | NAVUG Magazine

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

Manufacturing Enhancement

HR Management

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

DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx • 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.

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

Navision

Solomon

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

DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx • 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees.

Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.

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

Payables Enhancement

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

Ariett http://www.ariett.com • 781-826-1120 Ariett Cloud AP Invoice with Document Automation, Budget Checking and Currency Conversion on Any Device One step, paperless AP processing with GL coding & approval workflow.

Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

Customer Relationship Management

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

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

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. 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.

Retail Management System

Point of Sale

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

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

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email password protected Direct Deposit Statements to Employees.

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

Portals DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.

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

KEY:

Axapta

Great Plains

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

Procurement Management

Purchase Order Processing Enhancement

Ariett http://www.ariett.com • 781-826-1120 Ariett Cloud ReqNet for Requisitions and Purchase Orders with Catalogs, CXML Punch-out and Budget Checking on Any Device Empowers employees to collaborate & better manage spend from anywhere.

DynamicPoint http://www.dynamicpoint.com • 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. 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.

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.

Product Lifecycle Management

Reporting

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 • 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees.

Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline purchase requisition processing with Dynamics.

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

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

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

Navision

Solomon

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

Customer Relationship Management

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

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One� Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.

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

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

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 today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

Retail Management System

Point of Sale

Q1 2016 | 57

HORIZONTAL

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ • 888-786-6162 Sypnio ACA Compliance Solution - powered by Integrity Data A 360° reporting engine that makes ACA tracking and compliance a nonissue With deep BI capabilities, this tool automatically tracks eligibility and tests affordability, and generates and prints Form 1095-C.

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

Scheduled Maintenance

Time and Attendance

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

Security

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

HORIZONTAL

Shipping/Manifesting

ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking.

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

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

Supply Chain Management

Halo BI http://www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery.

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

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

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

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

Tax

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.

Data Masons Software

Greenshades Software

http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Tightly integrated EDI for Dynamics without customizations.

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

KEY:

Axapta

Great Plains

58 | NAVUG Magazine

http://www.data-basics.com • 314-282-9561 DATABASICS Time, Expense and Invoice Reporting DATABASICS offers SaaS solutions for Expense Reporting, Time Tracking and Vendor Invoice Management. Flexible, powerful, easy to use.

Travel Expense Management

Avalara, Inc.

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

DATABASICS, Inc.

Navision

Solomon

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

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

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

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

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

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

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Customer Relationship Management

Retail Management System

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

ImageTag, Inc. http://www.kwiktag.com • 888-KWIK-TAG NEW: KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.

Metafile Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

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

Point of Sale

Services Application Service Provider/Hosting

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

RoseASP http://www.roseasp.com • 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/ Private/Hybrid Cloud Solutions.

Comprehensive pricing model for SPLA/Subscription Licensing - financially backed uptime guarantee. SSAE-16 data centers, SOX, HIPAA, FDA Compliancy.

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

Azure Managed Cloud Services

Business Portal Development

Marketing Planning & Services

DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.

Looking Glass Marketing

Cloud Computing

Sales Tax Management Service

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.

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

SharePoint Development

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

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

Upgrades

Member Organizations

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

Managed Services

OnDemand Trials

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

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.

The Partner Marketing Group

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

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.

Avalara, Inc.

ERP Software Blog

InterDyn BMI http://www.interdynbmi.com • 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of innovative solutions for over 30 years.

Writing/Documentation Services The Partner Marketing Group

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