2014 Q2/Q3 - NAVUG Magazine by Dynamic Communities, Inc

1 1 s 777 .!65' #/-

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contents Q2/Q3 2014 | www.navug.com

1 1 s 777 .!65' #/-

ALL ABOUT

ADD-ONS

TIPS & TRICKS FOR RESEARCHING AND INSTALLING

In Every Issue 5 7 10 12 14 21 21 25 26 29 38 39

From the Director Events Regional Chapter News Meet Your Leaders Welcome to Our New Members Find the Logo Contest Name That Photo Contest Academy Corner On Topic Word Find Volunteer of the Quarter: Rick Heerema The NAV List, from The Partner Channel

Features 10Â˝ TIPS

User Member Showcase Stonewall Kitchen

Tips & Tricks Researching Add-on Products

20 22

10Â˝ Tips for Collaborate-ing with Your Peers

Tips & Tricks Installing Add-on Products

28 30

Great Gains for Little to No Dollars

Industry Showcase Food and Beverage

CertiďŹ ed for Microsoft Dynamics What Does it Mean?

ISV Partner Member Showcase Thank You to our Premium ISV and VAR Partner Members!

Happy Birthday to NAVUG Collaborate

FOR COLLABORATE-ING WITH YOUR PEERS

Advertiser Index ABC Computers, Inc. . . . . . . . . . . . . . . . . . . . 19 Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 ArcherPoint. . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Beck Consulting. . . . . . . . . . . . . . . . . . . . . . . . 6 Datahaven. . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Dynamic Manufacturing Solutions . . . . . . . . . 2 Equisys, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . 32 k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . .15 Lanham Associates . . . . . . . . . . . . . . . . . . . . . 4 Microsoft Convergence . . . . . . . . . . . . . . . . . . 7 NAVUG Summit 2014 . . . . . . . . . . . . . . . . . . .8-9 Next Generation Logistics, Inc.. . . . . . . . . . . 35

Member in Action Amanda Hansen, Ellsworth

Microsoft Member Showcase Robert Miller

Q2/Q3 2014 | 3

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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

Gaining More with Add-ons

Mark Rhodes

aise your hand if you use an add-on tool with your Microsoft Dynamics NAV system. I’m pretty sure most (maybe all?) hands are raised. Did you know that Microsoft Dynamics NAV was never meant to provide all the functionality needed by every business in every industry around the entire world? When you hear it phrased like that, it makes perfect sense, but it’s easy to fall into the trap of being a bit disappointed when you discover gaps in functions and features, or you try to make the system do things it’s not meant to do. Fortunately (and if you’ve ever worked with another ERP system you’ll be nodding) Microsoft Dynamics NAV is wonderfully conﬁgurable to a variety of situations and business processes. But unfortunately (and if you’re evaluating an upgrade you’ll be nodding) this can be a curse, too, as you may be facing a real challenge on how to keep those customizations in place. So, why not embrace the universe of add-on tools that are available to help you get from the proverbial 80 percent solution to the full-business support? It would take an encyclopedia to cover all the solutions out there for Microsoft Dynamics NAV (Side note: Everyone still knows what an encyclopedia is, right? Or did I just show my age?), so in this edition of NAVUG™ Magazine, we’ve given you some insight with add-ons. We asked our Members to comment on what they use and how, our Microsoft Dynamics NAV MVPs to share some of the free or low-cost add-ons available, our Premium Member Partners to share their thoughts on best practices and tips for installing an add-on product, and of course, our Premium Solution Partners on what you should do when researching add-ons. And if you’ve heard the term “CfMD”, we sat down with the Microsoft Dynamics NAV team to ﬁnd out what it is and why that’s an important acronym to know about. I hope you enjoy the variety included in this magazine. If you’re so enthralled you end up taking the magazine with you to some interesting vacation spot, snap a picture of yourself enjoying an article and post it on Collaborate (http://community.navug.com). See you at NAVUG Summit!

Mark Rhodes NAVUG Director

Q2/Q3 2014 | 5

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

events sessions meetings courses

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

NAVUG Academy PreConference Training October 13 – 14, 2014 St. Louis, Missouri www.navugsummit.com/pre-conferencetraining

NAVUG Summit 2014 October 15 – 17, 2014 St. Louis, Missouri www.navugsummit.com

Webinars

Get the insights and connections to succeed. Convergence 2014 Europe Barcelona, Spain 4–6 November 2014 Register Now

August 1 – Upgrade Series – What’s New in 2013 for Developers & How to Get Your Skills, Code, and Reports Ready August 8 – Upgrade Series – How to Position Yourself for Ongoing Upgrades August 13 – Ask the Experts: A/P & A/R August 13 – SIG: Food & Beverage Industry August 15 – Upgrade Series – What You Need to Know for a Smooth Data Migration August 20 – Ask the Experts: Manufacturing August 22 – Upgrade Series: A User’s Experience & What to Expect and Plan For September 10 – Ask the Experts: Finance September 10 – SIG: Food & Beverage Industry September 11 – Ask the Experts: Security in Microsoft Dynamics NAV October 29 – Ask the Experts: Manufacturing

Convergence is the best opportunity to expand your professional network, explore Microsoft solutions, and bring new ideas to life. Experience Convergence by attending the location that is right for you.

Academy Courses:

www.microsoft.com/convergence

Convergence 2015 Atlanta, Georgia March 16–19, 2015 Find Out More

August 8 – Microsoft Dynamics NAV Dev. Series – Intro to C/AL Part 2: Complex Data Types, Post Routines Q2/Q3 2014 | 7

NAVUG Summit 2014 You’ve Got To

Experience It!

Meet Anne & John

Every year, we ask NAVUG Summit attendees what they like best about the event and why they keep coming back. Many of the responses fall along the lines of “It’s just such a great experience!” Walk with us as we explore the typical experience of a NAVUG Summit attendee.

Anne is a finance professional for a manufacturing company. She considers herself a savvy accounting professional and an intermediate Dynamics NAV user. Having heard about NAVUG Summit from a friend, she thought it might be the perfect place to learn how others handle reporting in Dynamics NAV. She used the ‘Convince My Boss’ template to make her case for attending and submitted it to her manager, John. He not only agreed to Anne’s participation - he decided to join her. They’re preparing for an upgrade and will use the event to gain feedback and advice from others who’ve done so. Enhance Your Experience: If you need help justifying your trip to St. Louis, download and customize the ‘Convince My Boss’ template at navugsummit.com.

Next up were Partner Showcase sessions, giving the pair a great opportunity to learn from some of the top Dynamics NAV experts in the industry and see their Dynamics NAV add-on solutions in action. They attended showcases on accounts reconciliation and EDI integration, soaking in a lot of great knowledge and discovering new ways of thinking about managing financials with Dynamics NAV.

A couple more dynamite sessions, and its back to the Expo Hall for a well-deserved cocktail reception. The pair grabs a cold drink and a bite to eat, then sets out to chat with a number of exhibitors. With more than 250 booths in the Expo Hall, they plan to make the most of every Expo hour that’s offered during the event – it’s such a great way to learn about what’s available in the community!

Phew! One day down, and Anne and John have already captured a list of ideas they plan to implement when they get home….and there’s still 2 more days of sessions, networking, and Expo to go! As first time attendees, there are a few key things that have surprised Anne and John about the NAVUG Summit experience… F

The buzz. Everywhere they went, there were folks talking Dynamics NAV – in the hallways, during breaks…even at the local watering holes at night! The interaction. The sessions they attended were quite intimate and attendees engaged in active conversations around the topic at hand. The learning. They’d underestimated just how much they could learn from other users and were amazed at how many other folks experience challenges similar to theirs. The impact. Anne and John met fellow Dynamics NAV users who not only provided great insight at the event, but who will be go-to resources for them in the months and years ahead!

8 | NAVUG Magazine

The Experience Begins Anne and John began cashing in on their NAVUG Summit experience as soon as they registered (months before the event!). They explored the 125 sessions and each built their own personal schedule of the sessions they planned to attend. It helped them get acquainted with the speakers and even see who else is attending each session (and their daily schedules will be emailed to them each morning during the event). They used the ‘NAVUG Summit 2014 St. Louis’ community on NAVUG Collaborate to share their objectives and some of the specific issues they are hoping to address in St. Louis. Doing so helped them meet other attendees with similar goals, and they even made dinner plans for St. Louis with some fellow attendees from the manufacturing industry. Enhance Your Experience: Visit navugsummit.com/2014-sessions and sign in to build your schedule today!

Day 1 in St. Louis

The pair chatted over breakfast on Wednesday morning with some fellow Dynamics NAV users they’d met at pre-conference training courses the previous day. They compared notes on some of the add-on solutions they’d discovered at the Welcome Reception in the Expo Hall on Tuesday evening. Breakfast was buzzing that morning - old friends were catching up, new connections were being made, and everyone was excited for an invigorating opening session to kick-start the day. Enhance Your Experience: Come early for pre-conference training from NAVUG Academy on Oct 13-14. It’s handson, expert-led training at a reduced rate. Visit the Summit website to see the courses offered.

With 5 blocks of breakout sessions on this one day alone, Anne and John set out to collectively attend 10 sessions, focusing on their unique roles and how their company uses Dynamics NAV. Anne choose sessions like “50 Tips in 50 Minutes for Finance” and “Shop Floor Reporting” while John opted for “Defining and Using KPIs and Measurables” and “Implementing Fixed Assets”.

After a great networking lunch, John opted for a little change of pace and decided to participate in a session from the Leadership track. What a great experience! While the focus of Summit is on using Dynamics NAV, he was pleased to also have the opportunity to pick up some new ideas to help him more effectively lead his team.

Enhance Your Experience: Attend with your colleagues! There’s more to learn than one person can take in alone!

navugsummit.com Register Today!

™

October 14-17, 2014 Q2/Q3 2014 | 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 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

news regional chapter news

NAVUG Midwest Meeting Success On May 21-22, 100 NAVUG™ Members held their annual Midwest conference at the Embassy Suites in Deerﬁeld, Illinois. Overall, the event had 17 sessions to choose from in a two-track environment. Speakers represented a wide range of companies and organizations, including Culver’s, Saris Cycling, Chicago Powdered Metal Products, multiple VARS, and Microsoft. With 13 sponsors, it was jam-packed full of product information, networking opportunities, ISV knowledge, and Microsoft updates, as well as time spent sharing experiences.

Thank you to our sponsors for making this event possible: PLATINUM: ABC Computers and Lanham Associates GOLD: ChargeLogic, Equisys Zetadocs, JetReports, and Sologlobe SILVER: Altec, DiCentral, Dynamics TMS, Fastpath, Mergetool.com, and Western Computer

NAVUG

Don’t miss out on the opportunity for similar learning and network opportunities at NAVUG Summit. Register today at www.navugsummit.com.

Hear about the Regional Chapter meeting from a fellow User... “In spite of all the information available on Microsoft Dynamics NAV 2013, I was able to learn about new and interesting features that I am really excited about.” Gregory Alford materials & ERP manager Chicago Powdered Metal Products Company

10 | NAVUG Magazine

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

With NAVUG™ Summit 2014 just around the corner, we thought you’d like to see who from your community is planning this year’s sessions. Our track leaders are donating many hours of time gathering input from Microsoft Dynamics NAV Users on what topics to offer, crafting session titles and descriptions, and recruiting expert speakers to lead these dynamic sessions. If you can, thank them on NAVUG Collaborate or in person in St. Louis!

BI & Reporting CRISTIAN NICOLA Western Computer principal consultant SCOTT SLOAN Insulation Fabricators, Inc. business systems manager

Business Leadership MARC ALLMAN AMS Controls COO TRISH BOCCUTI Fastpath, Inc. director of marketing

Community Resources MARK RHODES NAVUG program director

Finance

KRISTINA FRANK Cline Tool & Services controller

ROBB DELPRADO Western Data Systems, Inc. COO

12 | NAVUG Magazine

TONY CASTELLANO Western Computer director of client services

International Installations

ALEX LUTZ Metabowerke GmbH & Co. head of Microsoft Dynamics NAV

HENNING LUND Partner Power International VP, senior executive advisor

IT Development

KIM CONGLETON Group O senior solution architect

RON SKALSKI Sikich LLP senior managing consultant

Manufacturing & Supply Chain

ANDREW GOOD Liberty Grove Software CEO

BOB BUCCIGROSSI EBO Group Inc. business system improvement manager

New 2 NAV

JENNY HOLLINGSWORTH ABC Computers Inc. application consultant

KERRY ROSVOLD Augsburg Fortress Publishers corporate controller

Service Management

STEVE CHINSKY Quidsi Inc. program/project manager - ďŹ nance

Tips & Tricks

AJ ANSARI InterDyn BMI Microsoft Dynamics NAV product manager

LEWIS ROSENBERG Mars Fishcare IT manager

Upgrading

GREG KAUPP ArcherPoint LLC CEO

VICTOR DIERCKSEN TalkingRain Beverage Company IT systems manager

Warehouse & Distribution

ADRIANA DI VITO Sologlobe marketing director relationship management

AYDAN GOLASZEWSKI Medifast, Inc. lead ERP analyst

Q2/Q3 2014 | 13

G UG VU AV NA N G U V A N G U V A N G U G VU U AV NAV N G N UG VU AV NA N G U A G U V A N G UG VU AV NA N G UG V VU AV NA N G U V A N G UG VU AV NA G N UG VU AV NA AV N G U V A N G UG U AV NA N G UG VU AV NA N N G N UG VU AV NA N G UG VU AV A N G U V A N G U V A N G UG VU AV NA N G UG VU AV NA N G UG VU AV N 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 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 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™ Premium membership and Partner membership this year! New Members add value not only to their own organization, but also to the entire NAVUG community as they share their knowledge and experiences. Please note that these organizations have given NAVUG permission to share their name publicly.

Premium User Members Added Last Quarter Aarstiderne A/S Adecco A/S Aegis Chemical Solutions American Labelmark Company (Labelmaster) Atlanta Trading Company Citizen Watch of America Corix Cypress Grove Chevre Dalco Nonwovens Ejendomsforeningen Danmark ESSDACK Every Nation Forklifts of St. Louis, Inc. Forshaw Inc. Forum Energy Technologies Frederiksberg Forsyning A/S Hal Leonard Corporation Hamlet Protein A/S

Harbor Wholesale Foods, Inc. HAWE North America Heritage Travelware LTD Inovonics Wireless J. Lauritzen A/S JEG & Sons Inc. Kahut Waste Services, LLC La Crosse Forage & Turf Seed LLC LBX Company, LLC M&M Supply Co. Mayesh Wholesale Florist, Inc. Mirasco Inc Monin National Azon Northland Properties Palermo Villa, Inc PCA SKIN Republic Metals RiverStone Resources LLC Rogers Family Co Samaritan’s Purse

Sauber Mfg. Co. Seagull Book & Tape Sign-Zone Inc. Silver Reef Casino Simson-Maxwell Stronghold, Ltd. Symbex Companies System Three Resins, Inc. Terso Solutions Inc The Ken Blanchard Companies United Cycle USAP Valley Equipment Company, Inc Vista Research, Inc. Wawona Frozen Foods Westinghouse Lighting Corporation Wilson Mohr, Inc. XYNYTH Manufacturing Corp

Premium Partner Members Added Last Quarter k-eCommerce Malibu Commerce

14 | NAVUG Magazine

Next Generation Logistics, Inc. Readsoft AB

Roletailors SaaSplaza Inc.

Meet one of our newest Premium Members...

Maker of Joseph Farms Cheese

Joseph Gallo Farms Headquartered in Northern California, the Gallo family has produced the finest quality farm products since 1946. What began as a small family farm has now grown into an internationally recognized brand. The Joseph Farms label symbolizes all natural, world-class quality cheese. Joseph Gallo Farms is a model of total integration, balancing business and environmental concerns to maintain dairy, farming, and cheese making operations. Microsoft Dynamics NAV at Joseph Gallo Farms is the glue that keeps everything together. It helps manage and track all facets of the company’s business while continuing to scale with its growing business needs. As a result of Joseph Gallo Farms’ expansion plans and desire to move into new markets, the company felt that becoming a NAVUG Premium Member would provide the tools needed to be successful. “We joined NAVUG as a Premium Member specifically because of the forums (a.k.a. NAVUG Collaborate). This resource is a ‘must have’ for both Users and techs working with Microsoft Dynamics NAV. The community of Users is active, knowledgeable, and not afraid to share, which means the responses contain valuable perspectives and feedback,” says Peter Lundrigan, IT manager at Joseph Gallo Farms. “Even if you are just a Collaborate stalker, you are bound to pull out that one piece of information or shortcut that will make you more efficient or just a little more wise. The key is you are communicating with like-minded people and you are sure to find someone who has similar issues, questions, or concerns. As this community continues to grow, this resource will only get better.” NAVUG

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

user member showcase

Andrea Hall

Jason Wilder COMPANY: Stonewall Kitchen INTERVIEWEES: Andrea Hall, IT director, and Jason Wilder, senior application developer WEBSITE: www.stonewallkitchen.com HEADQUARTERS: York, Maine PHONE: 207-351-2713 EMAIL: Ahall@stonewallkitchen.com ESTABLISHED: 1991 NUMBER OF EMPLOYEES: 350 MICROSOFT DYNAMICS NAV USER SINCE: 1999 NUMBER OF USERS: Around 75 NAVUG™ MEMBER SINCE: 2008

16 | NAVUG Magazine

Specialty Food and Beverage Manufacturer Cooks Up Success Year After Year

love for hobbies can manifest great things, and Stonewall Kitchen is no exception. In 1991, the company’s two founders expanded on their love of food, entertaining, and gardening and started selling items at local farmers’ markets in New England. Since the early ’90s, they have grown to offering more than 400 specialty food items and 2,000+ complementary items, selling internationally across 42 different countries. Stonewall Kitchen manufactures 80 percent of these goods and exemplifies the true meaning of selling through a multi-sales channel. With 11 company stores throughout New England and Maryland, three million catalogs mailed a year, more than 1.5 million unique visitors per year on its ecommerce website, and 6,000 wholesale accounts covering “ma-and-pop” shops to large national chains such as Whole Foods and Macy’s, Stonewall Kitchen has to have product tracking ability like no other. This is where tech gurus Andrea Hall (IT director) and Jason Wilder (senior application developer) come in. Both Andrea and Jason have been with Stonewall Kitchen for 16 years and started right before the company bought Microsoft

Dynamics NAV, then known as Navision. As part of their roles, they oversee the IT department and manage system applications, as well as project manage system implementation and strategy planning. With their entire IT department inhouse, Stonewall Kitchen stays in control while focusing on maintaining security and improving productivity, all with the help of Andrea’s and Jason’s “favorite software ever”, Microsoft Dynamics NAV.

Multi-Sales Channel Prowess “The main reason we picked Microsoft Dynamics NAV was because of its flexibility,” Andrea says. Stonewall Kitchen operates on a multi-sales channel, one that requires certain customizations to make the sales order process fit different order types with different behaviors, all while keeping their data integrated. Andrea continues, “Microsoft Dynamics NAV lets us be the business we want to be. It really helps us manifest any business idea or strategy we can think up!” In addition to customizing Microsoft Dynamics NAV to fit their sales process, Stonewall Kitchen

has implemented a couple important timesaving add-ons that help make automation a reality. Jason shares, “Our credit card add-on solution, ChargeLogic, saves us so much time. We used to manually enter credit card information. Now it’s all automated and very secure within Microsoft Dynamics NAV.” He continues, “It is changes like these that make it possible to have the same software for years and years.” Stonewall Kitchen also implemented a custom job scheduler many years ago, enabling them to automatically post invoices any time of day and run several alerts to call out any errors so nothing is missed. Andrea says, “This automation in Microsoft Dynamics NAV has saved us tons of labor hours and reduces manual error.”

Microsoft Dynamics NAV 2013, Here We Come! To say Andrea and Jason are excited about Microsoft Dynamics NAV 2013 R2 would be an understatement. After naming oﬀ a number of their favorite enhancements, it was surprising to hear they weren’t yet working in the system. After a warehouse management solution implementation, Stonewall Kitchen will start the Microsoft Dynamics NAV 2013 R2 upgrade this summer and will go live with the solution early next year. Andrea says, “In some ways, we feel behind, but there are many companies just not there yet.” She continues, “We can hardly contain our excitement, though! It’s impressive to see the ongoing investment Microsoft makes in Microsoft Dynamics NAV. Just a few years ago, we would have had to put in our own custom code, but now we can simply adopt the mainstream functionality in Microsoft Dynamics NAV 2013.”

NAVUG: Not Just for Us “Techies” As relatively new NAVUG Members, yet longtime Microsoft Dynamics NAV Users, both Andrea and Jason are impressed with what’s available. “Right away, I thought it was more focused on the technical side of the solution, but after checking out the forums and speaking with NAVUG Members, I realize our non-technical people can beneﬁt as well,” Andrea shares. She also had a great experience at Convergence in March, attending a roundtable discussion hosted by NAVUG. “It was a small group of 10 people, and out of that group, I exchanged business cards with seven and have already followed up with three of them. From this meeting, I can tell NAVUG is a concentrated group that is eager to learn from each other.”

Making Waves in the Food and Beverage Industry Andrea and Jason are continuing this trend of learning from each other by starting up a food and beverage manufacturing Special Interest Group (SIG) within NAVUG. This is the fifth largest industry group within the community, and with such a sizable group, Andrea and Jason are excited to share valuable knowledge across the sector and brainstorm best practices with like-minded individuals. “We’re planning to do a mix of open discussions and planned presentations, touching on topics including FDA requirements, food terrorism, lot control, handling recalls, and more.” Andrea concludes, “We’re in such a unique business with different requirements, so it’s important to learn from one another.” NAVUG

“Right away, I thought it was more focused on the technical side of the solution, but after checking out the forums and speaking with NAVUG Members, I realize our non-technical people can beneﬁt as well.”

Q2/Q3 2014 | 17

t&t

TIPS & TRICKS

Researching Add-on Products We reached out to NAVUG™ Partner Members to pick their brains on steps Users should take when researching add-on products to take the guesswork out of the process. Sarah DeSantis Data Masons Software When evaluating solutions to complement your Microsoft Dynamics NAV investment, a majority of the time your focus is on ﬁnding a remedy to a particular pain point. Unfortunately, this also means that you focus mainly on the solution – cost, integration, reputation, etc. – but what you may be doing in the process is diminishing the value of support as it relates to the ROI of your investment. To protect your Microsoft Dynamics NAV investment, look for solution providers that make your business their business. This means having dedicated, fast-acting support services along with meeting all of your other technology requirements. During the evaluation process, I would always recommend asking what the guaranteed response time is to support inquiries.

Tara Grant Jet Reports When your organization is evaluating whether a business intelligence (BI) solution will provide adequate beneﬁt for the budget, time, and resources required to learn and use it, it’s important to ask the following questions to BI vendors during your selection process: » What technologies are used to extract, transform, and load (ETL) data from Microsoft Dynamics NAV into the reporting environment? » Do the tools delivered with the solution require special skills around Microsoft SQL and Business Intelligence Development Studio (BIDS) for customizations after initial installation? » How steep is the learning curve for the technologies? » What are the typical vendor support requests generated by these tools?

Cory Barwick Wolters Kluwer Google searches are very targeted in this area, and I ﬁnd that using Google with the correct search terms will quickly return valuable information. Peers, colleagues, and former employer relationships are the next steps that I would take for looking for add-on products. User groups are great at providing a more contextual atmosphere, but I ﬁnd that often people are not aware of a User group unless they are a purchaser of the UG product.

18 | NAVUG Magazine

Per Mogensen Mergetool.com Is it available on the latest Microsoft Dynamics NAV version? What are the plans for future releases compared with Microsoft’s releases?

Jason Arebalo DiCentral Evaluating the right solution ﬁrst starts with the business problem you are trying to solve (i.e., trading partner mandate, eliminating chargebacks, eliminating manual data processing, etc.). Here are some key points to consider: » Does this ISV own its own IP? » How does the solution automate/validate data? » How quickly will I achieve return on investment? » Can the provider and the solution meet long-term strategic plans? » Is the provider large enough to accommodate ongoing support needs? When evaluating solutions, these are certainly things we take into consideration.

Nils Rasmussen Solver » Meet with your key managers and agree to which business problems you are looking to solve with the Microsoft Dynamics NAV add-on. » Conduct a search on Google with the best possible search phrase based on which functionality (e.g. “budgeting software for NAV”) you are looking for. » Once you find three to five vendors (if that many exist), contact them with the business issues you are looking to resolve and ask how they solve it (while confirming Microsoft Dynamics NAV integration). » Invite vendors to demo and further evaluation.

Ryan Pollyniak Equisys (Zetadocs) The key question is: “build or buy?”. Microsoft Dynamics NAV is customizable, making almost any functionality possible given time and money. Building a custom solution can add complexity to a

future Microsoft Dynamics NAV upgrade. Buying add-ons makes upgrading easier in the future as long as the software vendor updates their solutions to work with new versions of Microsoft Dynamics NAV. Ask vendors what their commitment is for supporting new versions. Having an outdated add-on could force a change when upgrading Microsoft Dynamics NAV. Also, keep in mind that some solutions are not built exclusively for Microsoft Dynamics NAV. Ask for Microsoft Dynamics NAV Customer references.

Giuseppe Ianni k-eCommerce The camaraderie between VARs and ISVs makes ﬁnding an add-on for Microsoft Dynamics NAV easy. Seek advice from your Partners; explain what type of added features you’re looking for, and they will be able to point you in the right direction. Once an ISV has been found, explore several options. See a demo and review product literature. Also consider support and enhancement costs along with installation and training services as these expenses are sometimes overlooked. Be sure to have all the answers to your questions before a purchase decision is made, and, if possible, try it before you buy it.

Aristides (Ari) Smith Next Generation Logistics, Inc. When researching products, ask vendors how their software supports best practices in the areas of domain expertise important to you and your company. Ask how the add-on software can create immediate as well as sustained bottom-line beneﬁts to your company. NAVUG

Q2/Q3 2014 | 19

No one likes a Mr. Nobody; add your proﬁle picture so everyone can see your smiling face! On your Proﬁle page, simply click on the gray gear icon to the top right of the photo space.

The NAVUG™ Collaborate blog is your blog. All Members can blog in the community…blog a little or a lot; it’s up to you! Click on Blogs, then select Create a New Blog Entry.

™

Did You Know?

10½ Tips for Collaborate-ing

with Your Peers

Premium User Members can utilize the Advanced Search features of the Member Directory to ﬁnd others by location, industry, size, product version, add-ons used, and more.

8 10

It’s easy to build your NAVUG Collaborate profile and network! Bring your profile information and match your contacts from LinkedIn® to NAVUG Collaborate. On My Profile, choose Grab Profile Info from LinkedIn.

6 3 7 9 You can change the information that appears in your signature in Discussion posts. Under My Proﬁle in the main navigation, select My Signature and set your default preferences.

You can meet and stay in touch with your neighbors! Join and participate in the NAVUG Collaborate community dedicated exclusively to your local Chapter.

20 | NAVUG Magazine

You can control which emails you receive from NAVUG Collaborate and how often you receive them. From My Proﬁle, select My Settings to adjust your subscriptions.

Your NAVUG Summit 2014 experience starts as soon as you register! When you sign up for NAVUG Summit, you’ll be added to the NAVUG Summit 2014 community on NAVUG Collaborate. Start networking and sharing long before you get to St. Louis!

NAVUG Collaborate has Special Interest Group communities for the Food & Beverage industry. Join the conversation with your likeminded peers!

You can watch all NAVUG webinars on demand! We record all of our webinars and place them in the NAVUG Collaborate Content Library for Premium Members to access at any time.

The best way to get value from NAVUG Collaborate? Get out and use it! Ask a question of your own, peruse what’s already being discussed, download a helpful webinar recording, soak in the blogs… there’s so much to be discovered! If you haven’t already, start Collaborate-ing today at http://community. navug.com. (Yes, this only counts as half a tip because it’s just such a no-brainer. -)

10½

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

logo

Congratulations to our Spring 2014 contest winner, Jonathan

Delfraisse from MANCON! Jonathan found the logo on page 20 of the Spring 2014 issue of NAVUG™ Magazine. Let’s play again. Hidden somewhere between the covers of this magazine is our NAVUG logo.

Can you ﬁnd it?

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

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

ﬁnd the

member in action COMPANY: Shaw Development LLC HEADQUARTERS: Bonita Springs, Florida INTERVIEWEE: Laura Rhoad, director of human resources

Values Thrive as

COMPANY GROWS

EMAIL: Lrhoad@shawdev.com WEBSITE: www.shawdev.com YEAR ESTABLISHED: 1959

While our logo shows up throughout the magazine in conventional spots, it’s hidden in

NUMBER OF EMPLOYEES: 160 MICROSOFT DYNAMICS NAV USER SINCE: 2005 NUMBER OF USERS: 60 NAVUG™ MEMBER SINCE: 2008

only one place. When you’ve found it, send an email to Logocontest@navug.

com with an explanation of where and on what page it’s at. We’ll choose a winner at random and will highlight him/her in the next issue of the magazine.

omething contrary to every headline is happening on Florida’s Gulf Coast: In the town of Bonita Springs, which sits between Naples and Fort ort Myers, things are being made. At its gineers turnkey fuel, hydraulic, and diesel headquarters, Shaw Development LLC not only engineers ctures them there as well. emissions fluid (DEF) solutions, but it also manufactures “We’re a small company that is growing,” says Lauraa Rhoad, the company’s director of human ars. At the moment, we’re adding to our resources. “We’ve had double-digit growth for the last five years. building, and we’re expecting to more than double in size in less than two years.” That sort of growth hasn’t escaped notice. Shaw was named the 2012 Manufacturer of the Year by the Manufacturers Association of Florida as well as Manufacturer off the Year in Lee County. One of the factors fueling the growth is that the solutionss Shaw Development manufactures take or heavy duty off-road vehicles this year. emissions out of diesel exhaust, something that is mandated for But equally important to the company’s success, says Laura, is its spirit. That spirit was infused into the im. “Jim Shaw is a very humble man, and company first by the founder, Frank Shaw, and then by his son, Jim. I think the tone he set has lived on,” Laura says.

20 | NAVUG Magazine

NAME THAT PHOTO

CONTEST That’s a lot of hands in the air at NAVUG™ Forum 2013. What question do you think got all these hands in the air? Simply email your submission to Captioncontest@ navug.com. The winning submission will be printed in the magazine’s next issue.

Q2/Q3 2014 | 21

member in action

Amanda Hansen

Don’t Be Afraid to Experience the Different

(SOMETIMES WEIRDER ) Things in Life

22 | NAVUG Magazine

day in the life of Amanda Hansen isn’t what most people would call ordinary. Amanda takes life “head-on” as a global finance controller at Ellsworth, a NAVUG™ Member since 2011 and one of the largest distributors of specialty chemicals in the world, as well as on the roller derby track as “D’Amanda Beating”. In 2011, Amanda went to her first roller derby bout (or game) and thought it was one of the coolest things she had ever seen. “It’s the only athletic sport I had seen where there are women of all shapes, sizes, ages, and occupations,” says Amanda. This inspired her, and after a year of getting up her courage, she participated in a boot camp and joined the recreational league in Milwaukee, Wisconsin soon after. After skating regularly for a few months, she was drafted to her current team, Crazy 8s, in October 2013. With a specialty in hitting, D’Amanda Beating is promising to be one of the team’s best blockers. Her team recently finished out the first ever undefeated season in her league and achieved a four-peat championship to boot! She also enjoys skating on an interleague team, the Brewcity Bruisers’ Battlestars, the B team that takes on other leagues’ B teams and aims to one day make the all-star charter. When Amanda tells people about her derby career, she gets mixed reactions. “Some people just find it weird, yet some people think it’s pretty cool. I’m thankful because it’s given me a lot more than I could have hoped for,” she says. In addition to being a great workout, Amanda has learned not to be afraid of what she

KINGPIN RONIN

Left: Amanda Hansen and one of her Pack Captains, “The Other White Meat” before her ﬁrst bout. Right: Amanda Hansen in action.

can do. “This was a big leap for me. I didn’t usually go out on my own, but now I know I can do what I want. That confidence is priceless.” It’s also enhanced her teamwork skills, helping her realize her strengths and weaknesses on the track as well as in the office. Amanda says, “Communication is key. As a blocker, I have to keep the other jammer behind me and couldn’t do this without communicating with my team. And as a global finance controller and the Microsoft Dynamics NAV product owner at the office, my experience as a derby girl has really opened me up to being a team player.” It makes sense why Amanda’s favorite part of NAVUG is NAVUG Collaborate. With a like-minded ERP community online, she can get responses to her questions within a day as well as network with invaluable connections outside of her own company. Amanda got to combine her two favorite pastimes while in Atlanta for Convergence this past spring: travel and roller derby. She had the opportunity to skate with the Atlanta derby girls, and the fact that she can bring that skill with her on the road makes her enjoy the sport even more. Amanda didn’t travel much growing up, but she remembers her mom being interested in other cultures and always talking about where she hoped to go. This instilled a curiosity in Amanda that is still strong to this day. She minored in international business in college and always knew she wanted to work with a company that does business across the globe. Ellsworth is just that company with distribution and/or manufacturing operations in Mexico, Canada, Europe, the United Kingdom, Central Europe, Scandinavia, Mainland China, Hong Kong, Eastern Europe, Malaysia, Australia, Thailand, Latin America, and India. “Seeing how business is done differently in other places is amazing to me. For years, we actually had to purchase invoices from the Chinese government before we could bill customers there,” she says. Amanda has travelled to Hong Kong, China, France, Scotland, and Sweden, and she is scheduled to visit England this summer. “The most important thing I’ve learned from travelling for business is to really learn the culture you’re visiting. If I immerse myself in their ways, I find I take away a much better experience all-around.” Amanda’s own experience of stepping outside her comfort zone in both roller derby and travel is an inspiration for experiencing the different (and sometimes weirder) things in life. NAVUG

“This was a big leap for me. I didn’t usually go out on my own, but now I know I can do what I want. That conﬁdence is priceless.”

Q2/Q3 2014 | 23

t&t

TIPS & TRICKS

Installing Add-on Products We reached out to NAVUG™ Members to gain their perspectives on tips and tricks regarding the installation of add-on products with the hope that they’ll be able to save you time, money, and/or stress.

Andrew Good Liberty Grove Software, Inc. When planning to use an add-on, you need to consider a few things ﬁrst: can you meet your requirements with an add-on instead of a customization? Is the add-on Certiﬁed for Microsoft Dynamics (CfMD) for Microsoft Dynamics NAV 2009 or 2013? The CfMD designation is an indication that the Partner is committed to the product, its quality, and its future. If the add-on is in a protected object range, get the rights to use and edit the granule(s) in the event that the Partner stops supporting the add-on and get this commitment in writing.

Mike Persichini Advanced Business Systems, LLC Add-ons for Microsoft Dynamics NAV should be carefully evaluated prior to procurement for a variety of reasons. Considerations that should be involved in all add-on evaluations should not be limited to initial licensing cost. Microsoft Dynamics NAV is a developmentcentric application, and it is often the case that add-on solutions are chosen for fractional functionality usage (e.g. one particular piece of included functionality). Customization aversion (buying versus building) leads to unnecessary add-on purchases that can sometimes cause much higher TCO (total cost of ownership) when annual enhancement, upgrade complexity, and add-on customization (very common) costs are analyzed. It is important to select the correct add-on solution for the correct reasons. Initial licensing cost is only one facet.

AJ Ansari InterDyn BMI Ask if the add-on is CfMD for Microsoft Dynamics NAV. Does the add-on have suﬃcient documentation? Know beforehand if the addon needs to be upgraded in lockstep with Microsoft Dynamics NAV. Know if the add-on touches mission-critical code such as posting routines, which could severely impact your ability to post shipments, receipts, and invoices if the add-on experience is a failure.

24 | NAVUG Magazine

Brent Fisher Tribridge Before purchasing, verify that the add-on product is up to date on the latest version of Microsoft Dynamics NAV and compatible with the version you are on.

Tom Doran ABC Computers First and foremost, just because an add-on is offered does not mean it’s right for you or that it’s a good solution. We have a process for evaluating our ISV Partners to ensure three main items: reliability of the firm, references in the market, and CfMD from Microsoft. From there, it is important to know that as a Partner, we cannot be experts at everything, even if the ISV might pass the first three screens. Thus, you should consider how the ISV works with both end Users and Partners to fill the gap when the Partner has no or very limited experience with their product. At the end of the day, what Users want is a solution to their problem for something close to the quoted project timeline and budget. If we are careful in our analysis of the client problem, thoughtful about the risks presented when working with third parties, and open in our discussions with both the User and ISV, we find that add-on products can and do add a lot of value to the Microsoft Dynamics NAV ecosystem.

Greg Williams Western Computer As new versions of the ISV add-on are released, review the list of features and determine if they are new functionality or simply resolution of known issues. Next, evaluate how you would use this new functionality or if it would solve current issues. NAVUG

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

learn

™

academy corner

On-site Learning

Make the most of your trip to St. Louis by taking advantage of focused, instructorled classroom training before NAVUG™ Summit 2014 ofﬁcially kicks off. This training, delivered by NAVUG Academy, is designed to provide in-depth product education in an interactive, hands-on setting.

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

Here are just some of the classes we are planning for you:  Account Schedules in Microsoft Dynamics NAV 2013  Account Schedules in Microsoft Dynamics NAV 2009 Classic  Upgrade Your Development Skills for Microsoft Dynamics NAV 2013 - Debugging and Testing  Upgrade Your Development Skills for Microsoft Dynamics NAV 2013 - Navigation, Pages, Role Centers  Managing Fixed Asset in RTC  Inventory Reconciliation in RTC  Manufacturing I in Microsoft Dynamics NAV 2013  Manufacturing II in Microsoft Dynamics NAV 2013  Microsoft Oﬃce Excel for Beginners  Microsoft Oﬃce Excel for Experts – Pivot Tables & More

NAVUG SUMMIT

2014

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Q2/Q3 2014 | 25

2 3 1

6 5 4

topic on

...with NAVUG Members We asked NAVUG™ Members to share what Microsoft Dynamics NAV add-ons they use to round out their system.

Angie Gibson SOL REPUBLIC

When we, SOL REPUBLIC, implemented Microsoft Dynamics NAV in January 2012, we were very concerned about add-ons or customizations. We wanted to know what Microsoft Dynamics NAV could do natively first. We are a start-up and Microsoft Dynamics NAV 2009 R2 is our first system, so we tried to force our teams to fit the processes within Microsoft Dynamics NAV. Since then we have implemented four add-ons and are looking for a solution for Magento (eCommerce) integration. The first add-on we implemented is still my favorite. It is Vertical Leap (VL), which is a tool we use to import Excel files into journals. Before implementing VL, it was difficult for me to do my month26 | NAVUG Magazine

end accruals for revenue reserves across product and customer dimensions. Now I just run Jet Reports (another add-on we implemented), perform some estimations and calculations, and import the journal into the general journal entry. Among other things, we use it to import PayPal and customer credit card payments into the payment journal, inventory consumption entries from the warehouse into the item journal, and credit card charges into the purchases journal. After adding VL in January 2013, we added Zetadocs for document distribution and capture, but we are currently only using the capture for vendor invoices. In June 2013 we added Jet Reports Essentials, which is our ﬁnance team’s favorite add-on. We are currently in the process of implementing Lanham EDI.

Victor Diercksen TalkingRain Beverage Company

Lanham Associates’: E-Ship/E-Receive – With multiple remote inventory warehouses, the simplified receiving and shipping function of E-Ship and E-Receive has drastically reduced the complexity and cost of training and support of warehouse employees at TalkingRain. Lanham Associates’ Advanced Forecasting and Procurement – Manually forecasting and managing the production schedule and raw material requirements of 90 finished goods items across 11 stocking locations across the U.S. would be nearly impossible. AFP has drastically reduced headcount while increasing inventory availability and sales. ADNM: The Asset Guardian – Tracking and monitoring the maintenance requirements as well as ensuring the availability of spare parts for even a small manufacturing site can be difficult. The Asset Guardian provides the asset work order and preventative maintenance functionality found in standalone systems that are five times more expensive, yet functions within Microsoft Dynamics NAV. This eliminates the need for any external integration and simplifies training. Torrential Data: Datahaven Imaging – The scanning, OCR, and image retention functionality of Datahaven is comparable to systems costing significantly more, yet it allows you to see and even post documents in Microsoft Dynamics NAV based upon data pulled from an electronic document. The A/P group has eliminated all paper documents and maintained a consistent headcount despite a threefold increase in business activity at TalkingRain. This system paid for itself in 18 months. Sana Commerce: Sana Website – The Sana website was built from scratch to integrate with Microsoft Dynamics NAV and can be implemented with minimal effort in one to two months. Previous to Sana, web orders were printed and manually entered into Microsoft Dynamics NAV. Now orders load real-time into Microsoft Dynamics NAV, and customers can see all of their prior order history as well as creating new orders from a template or from a historical order. The added value and reduced labor allowed this project to have a calculated 14-month ROI.

Jason Chance Seventh Generation

Kim Congleton Group O

Lanham Associates’ EDI – This solution helps us manage our EDI communications with vendors, customers, warehouse, and our e-commerce website. We maintain all of this internally, which saves us tons of money. Lanham Associates’ Advanced Forecasting and Procurement – We use this to do all of our purchasing and planning. It has helped us reduce inventory and manage procurement with much more precision, and it allows us to focus on the items in our inventory that are most important and need attention.

Group O uses IDYN’s Object Manager (www.idyn.nl/products/ objectmanageradvanced.aspx) to assist in managing our development and deployment of Microsoft Dynamics NAV code. The tool allows us to check in and out objects to projects, provide

standardized documentation, and to deploy packages of objects to our test or production systems. It also allows us to do comparisons of objects across databases. One of my favorite features of the tool is the “where used” functionality. The tool allows you to easily see where a field is used across all objects. It saves a ton of time when you are coding to be able to easily find all the objects that contain a field.

Marc Allman AMS Controls

Aydan Golaszewski Medifast

Sean E. Falese Paciﬁc Union Company

The only add-on we use every day is Lanham Associates’ E-Ship. We’d be lost without the ability to interface our Microsoft Dynamics NAV installation with UPS. While the add-on isn’t without its issues, its functionally is a beast that works day in and day out.

Smoothie – This is a relatively cheap forecasting add-on that is used in the supply chain area to work in conjunction with Microsoft Dynamics NAV forecasting. Smoothie helps look into past data to provide suggested forecasting numbers that can be plugged into a Microsoft Dynamics NAV forecasting table to be considered by the MRP run.

We are utilizing the ChargeLogic Connect product to pull sales orders and secure credit card information from our e-commerce application directly into Microsoft Dynamics NAV. This helps protect our customers and our company by keeping sensitive cardholder data encrypted and secure. This benefit alone has removed a large liability from our operation. Coupled with the ability to generate sales orders directly into Microsoft Dynamics NAV without an additional tool, we have increased our productivity during our sales offerings while at the same time removing complexity from our data flow. Additionally, the support and assistance from the ChargeLogic team have been great. They are quick to respond to requests from our Partner and have assisted us in fully leveraging the Connect API. Those three things – support, simplicity, and security – make the ChargeLogic Connect product extremely valuable to our organization. Our ISV solution from WineDirect is a suite of customizations specific for the wine industry. Most useful to us is the inclusion and extension of the unit of measure to support familiar units of measure (UOMs) such as bottle, case, and liter. These customizations to ledger tables, items, and other core Microsoft Dynamics NAV components allow us to see our sales and inventory in meaningful reports without much custom report writing. Finally we heavily utilize Jet Reports in both the essentials and enterprise variations. Ninety-five percent of our reporting is done through Jet and Excel. Jet provides us easy to manipulate, reproduce, and familiar interfaces for creating all our operational reporting. On the enterprise side, we are getting value from customizing and configuring our OLAP cubes to generate insight into financial performance, sales history, and trending, and finally to generate easy-to-use and extend inventory reporting. NAVUG Q2/Q3 2014 | 27

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

GREAT GAINS FOR LITTLE TO NO DOLLARS

We reached out to a few Microsoft Dynamics NAV power Users to see which free (or almost free) add-on products they recommend to fellow Users.

USERS

WHERE YOU I RECOMMEND CAN FIND IT SMART Role Tree

www.mibuso.com

SMART Role Tree is an advanced tool for managing with security roles in Microsoft Dynamics NAV. This tool allows you to create roles and copy permissions between roles and companies for Classic Client. Because default security tools in Microsoft Dynamics NAV often require a lot of work for simple configuration, we need a specific tool. This tool makes those actions simple for inexperienced consultants and clients alike. I’ve experienced many benefits in the implementation and support of Microsoft Dynamics NAV with this tool, including a significant reduction in the time needed for security role set up and maintenance.

Universal Text and XML Imports

www.mibuso.com

It’s very common for Customers to come to us to import data for them. This typically requires us to do custom development for them, but there are tools out there that can help them do it themselves. In fact, there are a number of them. It should always be done in a test database ﬁrst, but with a little help and guidance to understand where to import the data, Customers can do this task all on their own.

Application Test Toolset

www.mibuso.com

This toolset is a fully automated regression test system that enables you to run thousands of test scenarios in your system at the click of a button. It comes out of the box with about 8,000 tests and it does require additional development to add custom tests, but the peace of mind you get with it is invaluable. Keep in mind that it is not a replacement for actual, real-world testing; it’s just a starting point to make sure nothing obvious is overlooked as well as an indicator to ﬁnd out if a new change is going to affect an older customization.

Print to PDF

www.bullzip.com

A variety of add-on tools, including a print to PDF tool that allows you to print directly to PDF from any Windows application.

XMLport Generator

www.mibuso.com

This tool helps us create XMLports for Web Services, and I would say that this tool saved us countless hours ﬁguring out the format for XML documents.

Aleksandar Totovic, ERP consulting director, NPS d.o.o.

Matt Traxinger, Microsoft MVP, ArcherPoint

WHY I LIKE IT

Alex Chow, owner, AP Commerce, Inc. 28 | NAVUG Magazine

Congratulations to Grace Phelps of Mirus Bio LLC for winning the Q1 2014 Word Find. Your

Academy

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

Add-ons for NAV

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

Best Practices Bout

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

CFMD

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

U R L N H N S P E C I A L T Y F O O D S R O L I A

P S T E A C A D E M Y A C A D E E M Y R O U N N Y

G U P G R A D E S E R I E S L A S I T L U M F S I

R L M S B O C F R N L D T U O G N I D N U O R T N

A N U E O H H O E R N N C H A N N K R A M N E D T

S E L E R W A O S T A S H E S I A R I C I T E A H

R F T D W R N D E V R I C P D N E R C O K C P L E

E I I A H O N A U T E A R R Y A L A K L Y H R L L

D L S E O B E G B E S R A O B D E M H L A E O I I

A E A L L R L A M N E D E D R D S N E A D N D N E

E H L K E A N T I M M U S U E O E E E B H F U G G

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

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

C I C R L F Y T L A I C E P S F S D M A I D S D E

A Y H T E I N S T A L L I N G O R T A T B S N S V

R A I S E Y O U R H A N D R S R D R E L L O R O E

T D F R E E P R O D U C T T S N S E D A R G P U B

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

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

S B N M U L T I S A L E S C H A N N E L N L F E A

T R R O L L E R D E R B Y R E E H K C I R M T L D

P A B W H O L E S A K L L A W E N O T S D R S N O

R H N S N O D D A G N I L L A T S N I W H O L S O

A S T O N E W A L L K I T C H E N E L K C A R T F

Day in the Life Denmark Food and Beverage Free Products Harbor Wholesale Installing Add-ons Multi-Sales Channel NAVUG NAVUG Collaborate Birthday Raise Your Hand Research Rick Heerema Roller Derby Rounding Out Specialty Foods St. Louis Stonewall Kitchen Summit Track Leaders Upgrade Series

Q2/Q3 2014 | 29

microsoft member showcase

Robert Miller, escalation engineer Robert Miller joined Microsoft when the company acquired Navision in 2002. His focus over the years has been on supporting Users, from database and performance-related issues to the past 11 years as an escalation engineer for North American-based Users. NAVUG™ reached out to Robert to talk about a couple of troubleshooting ideas based on his escalation experience as well as his tips for incorporating add-ons into your Microsoft Dynamics NAV implementation. NAVUG: What kinds of questions do you receive most from Users right now? Robert Miller (RM): Most of the questions I get lately are around performance and hardware requirements. The hardware requirements is a tough question to answer because most Partners and Customers want more specifics than I can give, mainly because each Customer’s needs are very specific to the way their business is run. There are a couple of things to keep in mind with hardware. RAM is your friend, and you should avoid disk contention as much as possible. The performance questions are generally easier to deal with at first as most issues boil down to missing or disabled SumIndexFields or missing Microsoft Dynamics NAV keys. If these two items don’t resolve the problem, then it becomes a much more difficult question to answer. NAVUG: Are there any “self-help” forums that you recommend to Users? RM: I point everyone to the Microsoft Dynamics NAV team blog (http://blogs.msdn.com/b/ nav) as this is where many individuals from our development, marketing, and support groups post blogs about new features – both in the application as well as platform – and support topics that have arisen in hopes of avoiding them in the future. NAVUG: This magazine issue’s theme is addons. What is your recommendation to Users

30 | NAVUG Magazine

when they look to install an add-on to work with Microsoft Dynamics NAV? RM: The first step I would suggest is to make sure that the add-on is Certified for Microsoft Dynamics (CfMD). You can start your search at www.microsoft.com/dynamics/en/za/partnerscertified.aspx as this site offers a list of all the available add-ons and breaks down add-ons per country, industry, and horizontals. I would also suggest that if you are looking at installing multiple add-ons, you check with your Partner to see if their organization has experience with them. This will minimize the installation process as add-ons may require modifications to common objects. NAVUG: How about when they’re upgrading Microsoft Dynamics NAV and already have the add-ons installed? RM: When a User has made the decision to upgrade, this is the best opportunity to review what is currently being used in their solution and compare it to what the latest version of Microsoft Dynamics NAV has to offer. This will give the User a unique opportunity to “clear out” modifications and add-ons that are no longer being used or can be replaced with base application functionality in order to streamline their solution. NAVUG: You have the opportunity to speak with many Users in your role. What do you like most about these interactions?

RM: I always enjoy getting a chance to meet our end Users, and I ďŹ nd it very interesting to see how they are using Microsoft Dynamics NAV on a daily basis. Oftentimes they end up teaching me something because they use a feature or process in a particular way that I never thought to try.

We do a lot of testing for new features and User interface changes, but none of the feedback is quite as focused as from a User that has been using the system for years. The features or steps that they hold near and dear to their hearts always amazes me.

NAVUG: How are these interactions helpful in your role at Microsoft? RM: The time I spend with our end Users always helps me stay focused on how we can make our products better and easier to use.

NAVUG: Is there anything else youâ&#x20AC;&#x2122;d like to share? RM: I would just like to say thank you to all the Microsoft Dynamics NAV Users. We have great Users, and it shows in their enthusiasm every time I get to meet them in person. NAVUG

Q2/Q3 2014 | 31

Zetadocs for NAV

Delivering More Choice

Capture

Deliver

Approve

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

Visit our website or contact us today to learn more about the Zetadocs suite. www.zetadocs.com | 770.772.7201

industry showcase

Food and Beverage Unique to the Last Drop C

lever industry niches and variety make this group of NAVUGâ&#x201E;˘ food and beverage manufacturers unique to the last drop. Whether youâ&#x20AC;&#x2122;re looking for yummy wines in the hills of South Dakota or natural dairy products in Oregon, theyâ&#x20AC;&#x2122;re delivering with quality in mind!

PRAIRIE BERRY WINERY (ILL #ITY 3OUTH $AKOTA Prairie Berry Winery, located in the hills of South Dakota, is brewing up perfection time and time again. Prairie Berry has proven that good wine may start with a chokecherry bush along a canyon or a wild plum shrub along a country road. With its signature semi-sweet Red Ass Rhubarb and 3Rednecks wines, Prairie Berry stays true to its heritage while drawing in tourists and loyal locals year after year.

34/.%7!,, +)4#(%. 9ORK -AINE Stonewall Kitchen boasts more than 6,000 wholesale accounts nationwide, thriving catalog and web divisions, 11 retail company stores along the East Coast, and a staďŹ&#x20AC; growing into the hundreds. Since 1991, Stonewall Kitchen has received 28 prestigious awards from the National Association of the Specialty Food Trade and has been awarded the coveted Outstanding Product Line Honors three times. The company continues to evolve, ensuring its role as one of the countryâ&#x20AC;&#x2122;s most acclaimed specialty food producers.

$!.Â&#x2030;' ! 3 '2/50 $ENMARK DanĂŚg A/S Group is an egg packing and production company in Denmark that develops, manufactures, and sells pasteurized liquid, cooked, and baked egg products for the food service, baking, and food industry across the world.

ORGANICGIRL FROM .%734!2 &2%3( &//$3 Salinas, California organicgirlÂŽ is committed to growing the highest quality produce with our planet in mind. The company continually searches for the most progressive farming practices to grow produce and continues to challenge the complete food supply chain.

).4%26)3)/. &//$3 LLC Atlanta, Georgia Founded in 2005, Intervision Foods has remained one of the leading exporters of frozen animal protein to all major world markets. For more than 30 years, the Intervision team has been supplying quality food products to Russia, the Far East, the Middle East, Africa, Latin America, and the Caribbean.

4!,+).'2!). BEVERAGE COMPANY Preston, Washington TalkingRain was founded in 1987 in the PaciďŹ c Northwest with a passion for producing refreshing beverages sourced locally. Located east of Seattle, the companyâ&#x20AC;&#x2122;s water products are produced directly from its own artesian spring originating in the Cascade Mountains.

4),,!-//+ #/5.49 #2%!-%29 !33/#)!4)/. 4ILLAMOOK /REGON For more than a century, Tillamook County Creamery Associationâ&#x20AC;&#x2122;s farmer-owners have been committed to providing families with the most consistent, best tasting, highest quality dairy products made in the most natural way possible. Tillamook whips up amazing blends of cheese, ice cream, yogurt, sour cream, and butter. Today, Tillamook is the #1 natural cheddar cheese brand in the West.

Q2/Q3 2014 | 33

CERTIFIABLY CERTIFIED

FOR MICROSOFT DYNAMICS

feature

34 | NAVUG Magazine

You’ve most likely heard about the Certiﬁed for Microsoft Dynamics (CfMD) program from your Partner, seen it in event materials or add-on directories, or learned about it when visiting with an ISV. You might be wondering what it really means and if it’s a necessary thing as you look for add-on products for your Microsoft Dynamics NAV implementation. That’s exactly why NAVUG™ reached out to Eva Dupont of the Microsoft Dynamics NAV team: To gain certiﬁable information about the CfMD program and your Microsoft Dynamics NAV implementation. Here’s her insight on a number of CfMD-related topics:

CfMD

Versus

Forever

Not CfMD

From our perspective, a company should always choose the solution that works better for their needs. There are great Microsoft Dynamics NAV solutions that are CfMD, and that means that the solution is proven compatible with the relevant version of Microsoft Dynamics NAV. Customers know they will get software that works. So in a certified versus non-certified scenario, we would recommend the certified solution if it supports the scenarios that the Customer wants. But if the non-certified solution might work better for this particular Customer, of course we would support choosing that solution. We want Customers to use what will suit their needs best.

Historically, if a solution was CfMD on Microsoft Dynamics NAV 2009, then it would be CfMD on Microsoft Dynamics NAV 2009 SP1 and Microsoft Dynamics NAV 2009 R2 and would have to reapply for CfMD for Microsoft Dynamics NAV 2013. With the new, more rapid release cycle for Microsoft Dynamics NAV, this might have to change. We’re still working that out.

From our perspective, a company should always choose the solution that works better for their needs.

CfMD

+ RSP Our team introduced the Registered Solution Program (RSP) as a companion to CfMD. RSP includes an additional set of requirements from the Microsoft Dynamics NAV core team and thirdparty validation of the add-on product. It helps to ensure that the add-on is compatible with speciﬁc versions of Microsoft Dynamics NAV.

CERTIFIABLY CERTIFIED

FOR MICROSOFT DYNAMICS

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We ďŹ nd CfMD beneďŹ cial to ourselves and to the quality of the add-on solutions, and we want to encourage Partners to upgrade to the newest version of Microsoft Dynamics NAV, get the CfMD badge, and then follow us across versions, because then User upgrades become easier, more tools are available, and ISVs can oďŹ&#x20AC;er better service to their Customers. Â While we want to encourage ISV solutions to be CfMD, for some smaller add-ons, CfMD can be less relevant. Do we aim for getting all Microsoft Dynamics NAV solutions, large and small, onto the CfMD track? No, we do not.

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

Carrier Tariff Management

Load Planning & Routing Optimization

Appointment Scheduling

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

Web tendering and EDI communication

Alerts & Notifications

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

1611 Colonial Parkway

CfMD

and

Inverness, IL 60067 P: 847-963-0007 F: 847-963-0079

You

Sales@nextgeneration.com www.nextgeneration.com

We love feedback in general, and we want more of it. We also want to make Partners successful by providing successful solutions to Customers, and we believe that the CfMD program can help that. If you have questions or comments about the CfMD program, please reach out to Dyncert@microsoft.com. NAVUG Q2/Q3 2014 | 35

isv partner member showcase The Microsoft Dynamics NAV Partner ecosystem has years of experience and is always willing to share their knowledge to help the community. We’re proud to

NAVUG Premium ISV Partner Members W

ithout these valuable players in the ISV market, Users wouldn’t have add-on solutions tailored to their speciﬁc needs. These ISVs create amazing enhancements in Microsoft Dynamics NAV that save Users time, improve accuracy, and much more.

Adra Match Altec ChargeLogic Cost Control Software, Inc. Data Masons Software, LLC Datahaven for Dynamics DiCentral Dynamic Manufacturing Solutions DynamicsBIGuide.com Dynamicweb North America, Inc. Equisys Esker Fastpath, Inc. ImageTag Jet Reports k-eCommerce

Lanham Associates Malibu Commerce Mergetool.com Next Generation Logistics, Inc. orderbase LP ORTEMS PrecisionPoint Readsoft AB SaaSplaza Inc. Sikich LLP Sologlobe Solver, Inc. TARGIT Business Intelligence Tasklet Factory Wolters Kluwer

recognize our NAVUG™ Premium ISV and Partner

NAVUG Premium VAR Partner Members

Members here

as a small thank you for all they do throughout the year.

36 | NAVUG Magazine

ARs are with Users every step of the way, from ﬁnding out why Microsoft Dynamics NAV is the solution for them to adding the right ISV add-on solutions that ultimately round out Users’ solutions. These strategic advisors, path ﬁnders, and friends get Users to where they need to be.

ABC Computers Inc. Adaptive Business Solutions Advanced Business Systems ArcherPoint LLC Beck Consulting Catapult ERP Services Inc Deep River Technologies Guide Point Media LLC ICS Support

InterDyn BMI Liberty Grove Software Partner Power International Roletailors Serenic Corporation Socius Tribridge Western Computer

NAVUG Collaborate is Turning 1! Thatâ&#x20AC;&#x2122;s right â&#x20AC;&#x201C; itâ&#x20AC;&#x2122;s been one year since we launched our online member community, and what a year itâ&#x20AC;&#x2122;s been! Weâ&#x20AC;&#x2122;ve been using our community to ask and answer each otherâ&#x20AC;&#x2122;s questions, meet new Microsoft Dynamics NAV folks and stay connected with old friends, oďŹ&#x20AC;er insight via the blogs, share helpful Microsoft Dynamics NAV resources, and access recorded NAVUG webinars. Hereâ&#x20AC;&#x2122;s a look at how weâ&#x20AC;&#x2122;ve used NAVUG Collaborate in its ďŹ rst yearâ&#x20AC;Ś

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Q2/Q3 2014 | 37

MINUTES WITH NAVUG’S VOLUNTEER OF THE QUARTER

Who interests you on social media right now? Cynthia Whitecotton on LinkedIn On my desk right now: A couple of BOMs, some Microsoft Dynamics NAV 2005 purchase advice reports, SharePoint 2010 Plain & Simple, a slew of RMA requests to log and ship, equipment field returns to process, and a Men of Integrity Devotional Bible…plus assorted knickknacks to keep things interesting. My 3 goals for the rest of 2014: 1) Develop a robust and efficient field return and RMA work-flow. 2) Be a key contributor to the EMF Microsoft Dynamics NAV 2013 R2 implementation. 3) Learn SharePoint Office 2013 and publish the policy, process, and procedure documentation required to enhance the efficiency and effectiveness of my work group. What I do when I’m not at work: Long road-bike rides, play guitar, sing, home maintenance projects, be with my wife and Little Joe (our toy poodle), read my Bible and various books (I tend to read three or four at a time – except during football season; then I scale back to one or two), check Christian broadcast media – including Microsoft Dynamics NAV User Joyce Meyer Ministries – and participate with my local church in making a difference in my community.

Rick Heerema EMF Broadcasting logistics specialist

38 | NAVUG Magazine

The best advice I ever received: Accept the invitation Jesus offers to be born again and experience a life blessed beyond my imagination! (John 3:3, John 10:10, Ephesians 3:16-20)

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 40 Horizontal................Page 44 Services...................Page 50

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 EDI your way: In-house control, Collaborative, or Outsourced. Total solution, AS2 and VAN for Lower Cost of Ownership. More documents and users than any other provider for NAV. Great references. Quick startup. RedTail Solutions http://www.redtailsolutions.com â&#x20AC;˘ 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Automotive

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

Chemicals Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

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

KEY:

Axapta

Great Plains

40 | NAVUG Magazine

Flintfox International Limited http://www.flintfox.com â&#x20AC;˘ 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments). HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 NEW: CPG Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Item & Customer ProďŹ tability â&#x20AC;˘ Multiple Scenario Analysis â&#x20AC;˘ Variance Reporting â&#x20AC;˘ Top-down/Bottom -up planning by skew, cust, category etc.

Cross Industry Solution Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise. AssureSign LLC

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 disparate ones. 92,000+ users worldwide. Unprecedented visibility.

RedTail Solutions http://www.redtailsolutions.com â&#x20AC;˘ 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Navision

Solomon

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

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition. 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).

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

Finance/Banking AssureSign LLC AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Customer Relationship Management

Retail Management System

http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Point of Sale

Food and Beverage

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Beck Consulting http://www.bcfooderp.com 800-456-1970 ext. 110 bcFood Built for the food industry, provides: Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, Allergen Control, Import/Export, BI, Promotions, Trade and EDI. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

KEY:

Axapta

Great Plains

Corporate Renaissance Group

Paramount Technologies

http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360Â° multi-rater feedback, unlimited web surveys and reporting.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live. Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, 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. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

High Tech and Electronics Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. QBD Systems http://www.qbdsys.com â&#x20AC;˘ 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

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

Vicinity Manufacturing

Insurance

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

AssureSign LLC

Navision

Solomon

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

Customer Relationship Management

Retail Management System

Manufacturing Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Point of Sale

Q2/Q3 2014 | 41

INDUSTRY

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Healthcare

INDUSTRY

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or ďŹ nished goods. Gain visibility & control. 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).

Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.

Sierra Workforce Solutions

Rentals

Software

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

Open Door Technology http://www.opendoorrentalsoftware.com 877-777-7764 ext. 102 Open Door Rental Software (formerly Rental Management) Dynamics NAV solution for equipment rental. Resellers welcome. On premises and cloud options available. Preventative maintenance and mobility.

Corporate Services

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

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Solution for Pharmaceutical-AxoPHARM Computer System Validation (CSV), GxP, 21 CFR Part 11 Compliance. Manage compliance & validation along with your Dynamics implementation by utilizing our toolkits for FDA & Health Canada compliance. www.AxoPHARM.com Horizons International

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

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Property Management

Retail

Warehouse Management 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 certiďŹ cate management, ďŹ ling and remittance solution for Microsoft Dynamics.

Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234 NEW: AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device.

http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.

Total Dynamics Solutions, LLC 360 Visibility Inc. http://www.360PM.ca â&#x20AC;˘ 905-907-3600 360 Property Manager Written using Microsoft Dynamics NAV, 360 Property ManagerÂŠ is an end-toend software that helps you manage your entire real estate life cycle. AvidXchange, Inc.

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

KEY:

Axapta

Great Plains

42 | NAVUG Magazine

Navision

Solomon

Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics. Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

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

Metafile Information Systems, Inc.

http://www.corpservice.com â&#x20AC;˘ 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent ďŹ nancial information to accurately run your business.

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

Customer Relationship Management

Retail Management System

Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234 NEW: AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE WarehousingÂŠ Flexibility from basic to advanced functionality. Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration. Tasklet Factory http://www.taskletfactory.com â&#x20AC;˘ +45 96 354 500 Mobile WMS for Dynamics NAV Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/oďŹ&#x201E;ine mode that integrate out-ofthe-box with Dynamics NAV.

Point of Sale

W holesale Trade: Durable Goods Data Masons Software

Flintfox International Limited

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Wholesale Trade: Non-durable Goods Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live.

INDUSTRY

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

http://www.flintfox.com â&#x20AC;˘ 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Have The List help you like it helps Data Masons Software: â&#x20AC;&#x153;Data Masons ďŹ nds The List as a â&#x20AC;&#x153;must haveâ&#x20AC;? for Microsoft Dynamics Customers. If you are looking for an ISV solution to round out your Microsoft Dynamics ERP investment, there is only one all-inclusive source for this to date; The List.â&#x20AC;? Dennis Bruce Data Masons Software

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Q2/Q3 2014 | 43

Horizontal Barcode Data Collection

Dynamic Manufacturing Solutions

Halo Business Intelligence

http://www.dynms.com â&#x20AC;˘ 780-988-0215 Time Collection, Warehouse Mobile Data Collection Decision support and barcoded data collection for warehousing, production and time and attendance. Supports all NAV versions and conďŹ gurations.

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

Budgeting

deFacto Global, Inc.

HORIZONTAL

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, AďŹ&#x20AC;ordable. Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. Weâ&#x20AC;&#x2122;ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 NEW: Budgeting & Planning ToolKit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Financial & Sales Planning â&#x20AC;˘ Procurement Planning â&#x20AC;˘ Trade Management â&#x20AC;˘ Secure input, consolidation, and Versioning; top-down/bottom-up

Business Intelligence

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

KEY:

Axapta

Great Plains

44 | NAVUG Magazine

Sunrise Technologies http://www.sunriseconsult.com 336-722-6741 NEW: Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take actionâ&#x20AC;&#x201C;empowering users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 NEW: Business Intelligence Plus Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Dynamic Cubes (GL/ProďŹ t/&More) â&#x20AC;˘ Web-based Reporting â&#x20AC;˘ Dashboards â&#x20AC;˘ Admin Tools: Security/ Scenarios/Hierarchy/ & More

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

Business Process Management Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

Navision

Solomon

Metafile Information Systems, Inc.

Fastpath Solutions, Inc

http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certiďŹ ed Auditors. Get the data your Auditors want - Fast!

ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture & workďŹ&#x201A;ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.

Cost Accounting

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

Commissions

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

Credit Card/Check Processing Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

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

Customer Relationship Management eBridge Connections Sikich http://www.Sikich.com â&#x20AC;˘ 630-566-8400 NAV Commission Management System Simplify commissions with commission management software for Dyn NAV.

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.

Customer Relationship Management

Retail Management System

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 (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Point of Sale

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

Data Management

Document Management

Data Integration eBridge Connections

Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Distribution Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

KEY:

Axapta

Great Plains

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 certiďŹ cate management, ďŹ ling and remittance solution for Microsoft Dynamics.

http://www.ariett.com/ â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

http://www.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).

Navision

Solomon

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

k-eCommerce http://www.k-eCommerce.com â&#x20AC;˘ 734-928-6010 k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Compliant cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

EDI Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation. MHC Software, Inc.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

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

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. WorkďŹ&#x201A;ow & Report imaging.

Customer Relationship Management

Retail Management System

Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built speciďŹ cally to make the EDI process in NAV easy to manage and cost eďŹ&#x192;cient to deploy. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Point of Sale

Q2/Q3 2014 | 45

HORIZONTAL

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Cloud Document Management & Automation Service New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement. Ariett Business Solutions, Inc.

Beck Consulting http://www.bcpacknship.com 800-456-1970 ext. 110 bcPackNShip bcPacknShip is the easiest and most eďŹ&#x192;cient way to ship via UPS, FedEx and USPS. Packaging details are stored in NAV in a fully EDI compliant format; UCC labels can be designed and printed directly from NAV.

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

Liaison Software Corp

Ariett Business Solutions, Inc.

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

E-commerce

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

HORIZONTAL

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

HighJump TrueCommerce EDI Solutions http://www.highjump.com/ truecommerce â&#x20AC;˘ 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, 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 workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

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

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Lanham can be your one EDI stop, but we won't lock you in. Full function. Fair Price.

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

Expense Solutions Ariett Business Solutions, Inc. http://www.ariett.com/ â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

Ariett Business Solutions, Inc. RedTail Solutions http://www.redtailsolutions.com â&#x20AC;˘ 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

KEY:

Axapta

Great Plains

46 | NAVUG Magazine

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

Navision

Solomon

HR Management Corporate Renaissance Group http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360Â° multi-rater feedback, unlimited web surveys and reporting.

Inventory Management Gorilla Expense http://www.gorillaexpense.com 877-973-6737 NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/ GST features, policy setup & integration

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.

Field Service Management

AssureSign LLC Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 disparate ones. 92,000+ users worldwide. Unprecedented visibility.

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

FieldOne Systems http://www.fieldone.com â&#x20AC;˘ 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of ďŹ eld service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.

General Ledger

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

Customer Relationship Management

Retail Management System

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

Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and eďŹ&#x192;ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill-down visibility & multiple rollup views. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or ďŹ nished goods. Gain visibility & control. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Point of Sale

Invoicing Enhancement

Mobility

Payroll Enhancement Liaison Software Corp

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.

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

Manufacturing Enhancement

Payables Enhancement

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. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc. http://www.ariett.com/ â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM. Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

AvidXchange, Inc. Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

KEY:

Axapta

Great Plains

http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.

Navision

Solomon

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

Sierra Workforce Solutions

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment NotiďŹ cations 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 NEW: WorkPlace AP Invoice Automation Enforce spend management and approvals for PO and non-PO Invoices.

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workďŹ&#x201A;ow.

Customer Relationship Management

Retail Management System

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

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

Point of Sale

Q2/Q3 2014 | 47

HORIZONTAL

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

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

HORIZONTAL

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

Purchase Order Processing Enhancement

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Paramount Technologies

Ariett Business Solutions, Inc.

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

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

Product Lifecycle Management

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

Paramount Technologies

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

Project Accounting

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

Quality Control Gorilla Expense http://www.gorillaexpense. com â&#x20AC;˘ 877-973-6737 NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/ GST features, policy setup & integration to GP, NAV, SL & AX.

KEY:

Axapta

Great Plains

48 | NAVUG Magazine

Navision

Solomon

Reconciliation

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

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

Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match. By using three information sources - the payment ďŹ le, open invoices and the customer register - the system matches all incoming payments.

Reporting

Sales Order Processing Enhancement Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Retail Management System

Security Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.

Shipping/Manifesting

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

deFacto Global, Inc.

Customer Relationship Management

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

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Ship from sales order through manifest. Pkg carriers/labeling available.

Supply Chain Management Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Point of Sale

Integrity Data

Time and Attendance AvidXchange, Inc.

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 2000 companies live. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Trade Promotion Management Flintfox International Limited http://www.flintfox.com â&#x20AC;˘ 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Travel Expense Management

System Enhancement

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

Tax

Workflow / Notifications

KEY:

Axapta

Great Plains

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Navision

Solomon

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint WorkďŹ&#x201A;ow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workďŹ&#x201A;ows integrated with Dynamics GP, NAV and CRM.

Customer Relationship Management

Retail Management System

http://www.mhcsoftwareinc.com 952-882-3341 MHC WorkďŹ&#x201A;ow Easily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

Point of Sale

Q2/Q3 2014 | 49

HORIZONTAL

DynamicsDownloads

Gorilla Expense http://www.gorillaexpense.com 877-973-6737 NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/ GST features, policy setup & integration to GP, NAV, SL & AX.

http://www.u-linc.com 217-732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data WorkďŹ&#x201A;ow and notiďŹ cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is ďŹ&#x201A;exible and easy to use, improving organizational performance.

Services Application Service Provider/Hosting Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Cloud Computing

Custom Development

Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Sierra Workforce Solutions

Data Resolution, LLC 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.

GoIWx, Inc. http://www.goiwx.com â&#x20AC;˘ 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud. 30 day free trials available.

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

RoseASP http://www.roseasp.com â&#x20AC;˘ 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics and ISV solutions since 2000. Subscription pricing available on dedicated or shared infrastructure with regular backups. 21 CFR Part 11 Compliant. Guaranteed 99.5% uptime.

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

SERVICES

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

KEY:

Axapta

Great Plains

50 | NAVUG Magazine

http://www.dataresolution.net â&#x20AC;˘ 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.

Implementation & Consulting

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

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

Implementation Services

http://www.dynamiccommunities.com 877-324-8880 Microsoft Dynamics User Groups - AXUG, CRMUG, GPUG, NAVUG The User Groups are independent communities that empower Microsoft Dynamics users to connect, learn and share experiences to improve their use of and ROI on their solution. User & Partner memberships are available.

OnDemand Trials

Sierra Workforce Solutions

Reviora http://www.reviora.com â&#x20AC;˘ 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

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

Marketing Planning & Services Looking Glass Marketing

Navision

Solomon

http://www.lookingglassmarketing.com 614-453-5927 Cost-eďŹ&#x20AC;ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

Customer Relationship Management

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

Sales Tax Management Service

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

Retail Management System

Point of Sale

Social Media

Training

The Partner Marketing Group

Accolade Publications, Inc.

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