2014 Q4 - AXUG Magazine

Q4 2014

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Data Migration CHOOSING THE RIGHT PATH

CONFIGURATION

Tips and Tricks SITTING TTING DOWN WITH THE

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contents Q4 2014

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Q4 2014

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Data Migration CHOOSING THE RIGHT PATH

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CONFIGURATION

Tips and Tricks SITTING DOWN WITH THE

In Every Issue 5 7 9 11 12 23 29 37 49 50 52 53

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

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Features Advertiser Index

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Sitting Down with the AXUG All Stars

Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

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A Partner’s Perspective Data Migration Approaches

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Hal Howard Investor, Family Man, and Wine Enthusiast

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Tips & Tricks Configure the Product Search to Quickly Filter Products at Order Entry

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Announcing Summit 2015

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A User’s Perspective Data Migration for Microsoft Dynamics AX

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VAR Partner Member Showcase SA Global

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Tips & Tricks Configuring Demand Forecasting

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Where Did My Community Features Go?

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Industry Showcase Agriculture

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ISV Partner Member Showcase Red Maple

Arbela Technologies . . . . . . . . . . . . . . . . . . . . . 2 AxSource Infotech, Inc. . . . . . . . . . . . . . . . . . . 17 AXUG Summit 2014 Sponsors . . . . . . . . . . . . 31 Client Strategy Group . . . . . . . . . . . . . . . . 34-35 Dynaway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Experlogix, Inc. . . . . . . . . . . . . . . . . . . . . . . . . 36 Globe Software . . . . . . . . . . . . . . . . . . . . . . . . 43 k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . . 45 mcaConnect, LLC . . . . . . . . . . . . . . . . . . . . 6, 22 MetaViewer from Metafile . . . . . . . . . . . . . . . . 68 Microsoft Convergence . . . . . . . . . . . . . . . . . . . 7 NMB Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . 9 OneNeck IT Services . . . . . . . . . . . . . . . . . . . . 10 Perceptive Software . . . . . . . . . . . . . . . . . . . . 51 Radley Corporation . . . . . . . . . . . . . . . . . . . . . 25 Sandler*Kahne Software, Inc. . . . . . . . . . . . . . . 8 Solver, Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Q4 2014 | 3

FulI Integration to FulI Integration to ™ Microsoft Dynamics™ Microsoft Dynamics AX 2012 AX 2012

Self-Service Self-Service

Business Business Intelligence Intelligence

Collaboration n Collaboration

Reporting Reporting

Planning Planning

R R

Data Warehouse Data Warehouse

Dynamics Dynamics AX

CRM CRM

AX

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Other Data Da Sour ources Sources Other Data Sources

Out-of-the-box integration to Microsoft Dynamics™ AX Out-of-the-box integration to Microsoft Dynamics™ AX Both Excel, Web-based Reporting and Dashboards Both Excel, Web-based Reporting and Dashboards New mobile application for access to your reports from anywhere New mobile application for access to your reports from anywhere Integrated Budgeting, Forecasting and What-if analysis Integrated Budgeting, Forecasting and What-if analysis Financial Consolidations and Operational Reporting (for GL and Sub-ledgers) Financial Consolidations and Operational Reporting (for GL and Sub-ledgers) Con¿gurable Data Warehouse (Combine data across multiple sources or companies) Con¿gurable Data Warehouse (Combine data across multiple sources or companies) Collaboration Portal for sharing reports, discussions and decision-support Collaboration Portal for sharing reports, discussions and decision-support

www.solverusa.com www.solverusa.com

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info@solverusa.com info@solverusa.com

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800.281.6351 800.281.6351

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letter

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

Migrating and Reflecting

Frank Vukovits, Jr.

ata migration is the theme this issue, and the magazine is full of information to help ensure that your data migration project does not become a data migraine! There are many parts of an implementation or upgrade project that sometimes don’t receive the attention they deserve, and data migration falls into that category. Yet, without the proper time, attention, and resources, data migration can have a major impact on the success of your implementation or upgrade. Think about your own company: Whether you are starting an implementation, are halfway through an upgrade, or are enjoying running Microsoft Dynamics AX in a normal fashion, this issue offers lessons to learn. From the tools available to assist with data migration to the need to realize that there is a non-technical component to data migration, the data migration puzzle has many pieces.

Make sure you look at each piece BEFORE trying to put the puzzle together!

You’ve probably noticed that we have recently gone through our own upgrade project at AXUG®. In October, we upgraded to Microsoft Dynamics CRM 2013 for managing Member information, and we gave our AXUG website a facelift (www.axug.com). In refreshing the website, we found that many Members and subscribers have still not completely filled out their AXUG profiles. Why complete your profile? The answer is simple: With more than 15,000 members now online inside the AXUG Collaborate forum at www.axug.com, there are oodles of opportunities to connect with Users like yourself. But, if your profile isn’t complete, it is more difficult for those connections to happen through the Member directory. Please update/complete your profile; I promise that it will be five minutes of time that will pay many, many dividends for you in 2015. Also, please share your feedback about our refreshed website via the “Contact Us” link on the site. Thanks in advance!

As has become customary for the final issue of the year, here are a few year-end statistics that highlight the accomplishments achieved by our AXUG community: » Biggest and best AXUG Summit ever: 1,200 attendees and 270 breakout sessions » Record chapter numbers: More than 50 AXUG local chapters around the globe and more than 200 meetings » Record virtual events: More than 200 AXUG webinars on a wide variety of functional and technical topics (visit www.axug.com > Learn & Engage to access recorded webinars) » More than 40 Academy virtual training courses with hundreds of Users participating and 25 Academy courses at Summit None of this could happen without the many AXUG volunteers who help plan and lead these great events. On behalf of myself and the AXUG staff, we thank you for your continued support and commitment! To learn more about AXUG volunteer opportunities, visit www. axug.com > Learn & Engage > Volunteer Your Time.

See you in Atlanta for Convergence 2015, or perhaps at an upcoming AXUG local chapter meeting. Best wishes in the new year!

D

Frank Vukovits, Jr. Director – Programming, AXUG

Q4 2014 | 5

The places you’ll go with mcaConnect The journey starts at Convergence 2015 Atlanta

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events sessions meetings courses

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

AXUG Summit 2015 October 14-16 Reno, Nevada www.axugsummit.com/reno

Academy Courses January 9 - Company and General Ledger Setup February 13 - ConfiguCash Management Setup March 13 - ConfigAccounts Receivable Setup

April 10 - Accounts Payable Setup May 9 - Financial Approvals & Workflows June 12 - Inventory Management

Chapter Meetings For a complete list of chapter meetings in your area, please visit www.axug.com and click on “Learn & Engage” and “Attend a Local Meeting”.

Where business leaders gather.

Explore solutions. Create opportunities. Make connections. Microsoft Convergence is the place to address your most important business challenges so you can return to work feeling energized and confident!

Atlanta, Georgia March 16–19, 2015

Register Now www.microsoft.com/convergence

Q4 2014 | 7

A G U U X X AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A G G U G U XU X A A X G UG UG XU XU AX AX A G A G A G G U U X X A U XU AXU AX AX A G A G UG UG A X U G G G G U U X X A A A U XU AXU AX AX G A G A UG UG XU G G G U U X X A A G XU AX AX A G A G UG UG XU XU G UG UG XU XU AXU AX AX G A G XU AX AX A G A G G U U X G U U X X A A G G UG AX A G A G UG UG XU XU AX AX U XU X AX A A G G UG UG AX G A G A UG UG XU XU AX AX A U XU XU AX AX G A G A UG UG XU G AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G A UG U AX G A G A G UG U XU X X A A A G G U U X X G UG UG XU XU XU AX AX G A G A G AX A XU AX AX G A G A UG UG XU X U G G A G G UG UG XU XU AX AX A U XU AXU AX AX A G A G A UG UG X U G G A X U A X U G G A U XU AXU AX AX G A G A UG UG XU G G A X U A X U G G XU AX AX A G A G UG UG XU XU G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A U XU XU AX AX G A G A UG UG XU G AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G A A

leaders mee t your a xug le aders

We have just one leader to (re)introduce this issue, so we gave him a bit more ink. Welcome back to the board, Paul!

Paul R. Martin COMPANY Tempur+Sealy TITLE senior applications analyst USERS More than 700

I started working with Microsoft Dynamics AX in 2004 when it was implemented at Tanner Companies LLC. My primary responsibilities were security and system administration (code promotions, servers, etc.). I attended the very first AXUG® Summit and immediately recognized the need for AXUG. For several years I served as a board member and facilitated tracks for Summit.

When I became a consultant for Sunrise Technologies, a Microsoft Dynamics AX VAR, I gave up my position on the AXUG board. I worked for four years as a senior supply chain consultant, focusing on sales, procurement, production, master planning, and inventory and warehouse management. I completed many successful implementations of Microsoft Dynamics AX 2009 and Microsoft Dynamics AX 2012, including an upgrade from the former to the latter.

In 2014 I joined Tempur+Sealy to be part of a team doing implementations of Microsoft Dynamics AX 2012.

Currently Tempur+Sealy has live instances of Microsoft Dynamics AX 2012 R2 in Virginia and New Mexico manufacturing facilities, as well as sales subsidiaries in North America and Europe. We also have live Microsoft Dynamics AX instances in Japan, China, Poland, and several other places in Europe. We are actively implementing upgrades in Canada as well as new implementations in the United States. I am very excited to part of the Tempur+Sealy team, and I’m also very excited to once again serve on the AXUG board and work with AXUG. Of the various organizations I have associated with or joined throughout my career, AXUG is, in my opinion, one of the best and truest to its purpose. It was for this reason that I became so involved early on, and I am so happy to be involved again.

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ZĞŐŝŶĂůĚ ,ŽǁĂƚƐŽŶ͕ ŝƌĞĐƚŽƌ ^ĂůĞƐ Θ DĂƌŬĞƟŶŐ ƌ͘ŚŽǁĂƚƐŽŶΛŶŵďƐŽůƵƟŽŶƐ͘ĐĂ ϴϬϬͲϱϲϯͲϭϬϬϳ

Q4 2014 | 9

The platform matters.

AX on ReliaCloud — the ONE cloud solution for precision-tuned Microsoft Dynamics AX.

Microsoft Dynamics AX is a great tool for businesses of all sizes.

But for optimal performance, you need the right platform.

With AX on ReliaCloud you can optimize your capital and operating costs through strategic application deployment, meet security and compliance requirements and avoid any unscheduled downtime with a highly-available infrastructure.

Choose AX on ReliaCloud.

And get the most out of AX.

Visit www.oneneck.com/theplatformmatters to learn more

XU AX AX A G A G G U U X G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A G G U G U XU X A A X G UG UG XU XU AX AX A G A G A G G U U X X A U XU AXU AX AX A G A G UG UG A X U G G G G U U X X A A A U XU AXU AX AX G A G A UG UG XU G G G U U X X A A G XU AX AX A G A G UG UG XU XU G UG UG XU XU AXU AX AX G A G XU AX AX A G A G G U U X G U U X X A A G G UG AX A G A G UG UG XU XU AX AX U XU X AX A A G G UG UG AX G A G A UG UG XU XU AX AX A U XU XU AX AX G A G A UG UG XU G AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A XU AX AX G A G A UG UG XU X U G G A G G UG UG XU XU AX AX A U XU AXU AX AX A G A G A UG UG X U G G A X U A X U G G A U XU AXU AX AX G A G A UG UG XU G G A X U A X U G G XU AX AX A G A G A UG UG XU XU G U G U XU X X A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G A UG U AX G A G A G UG U XU X X A U XU XU AX AX G A G A UG UG X G AX A G A G UG UG XU XU AX AX A X G UG UG XU XU AX AX G A G A UG AX A A G G U U X X A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A G G U G U XU X A A X G UG UG XU XU AX AX A G A G A G G U U X X A U XU AXU AX AX A G A G UG UG A X U G G AX A G A G UG UG XU XU AX A A X U G UG UG XU XU AX AX G A G A UG XU AX AX A G A G UG UG XU XU G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G UG UG XU XU AX AX G A G A U

members welcome to our new members

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

Welcome to one of our newest Members...

User Members Added Last Quarter APi Group Bedrock Manufacturing Co, LLC Blendtec Bowles Fluidics Corporation Canadian Red Cross Decore-ative Specialties Del-Air Delmar International Inc. Fläkt Woods Forest City Trading Group, LLC Forex Capital Markets Fresh Mark, Inc. Genesys Networks Inc.

Kent Sporting Goods Company, Inc. KiZAN Technologies, LLC Lehman’s Mannheimer Swartling Advokatbyrå AB Mesa Associates Inc. Modul-Systems HH AB Mott Corporation Ovako AB PCM INC. Physician Partners of America Primera Technology, Inc.

Safari House General Trading Company Seagull Scientific, Inc SGS INTL Skellefteå Kraft Stralfors SweDeltaco AB TEAM Industrial Services Team Olivia AB TenCate Advanced Composites Terra Drive Systems, Inc. The Shepherd Holding Company United Stationers Supply Co Wachter Inc. Woodland Foods

Borusan Mannesmann Pipe Borusan Mannesmann Pipe (BMP), an internationally-recognized pipe manufacturer, is headquartered in Istanbul, Turkey. The company’s U.S. office is located in Houston, Texas, and its U.S. manufacturing plant is located in nearby Baytown, Texas.

BMP began U.S. operations in the spring of 2014 and is implementing Microsoft Dynamics AX 2012. The Baytown plant is a state-of-the-art facility, using the latest in pipe manufacturing equipment technology. At full capacity, the plant will produce 300,000 tons of pipe annually for the energy industry.

Janet Siltanen, FP&A manager, and the BMP team use

Partner Members Added Last Quarter AXerp Solutions Cobalt Dynamics Edge, Inc.

Integral USA JBWS Tech Consulting llc Red Maple

Sonata Software Limited Strategic Solutions NW, LLC

AXUG to reach out to other Users for issue resolution and how-to scenarios.

“We look forward to meeting other Users at our local AXUG meetings to learn their successes with situations we may want to explore,” says Janet.

AXUG

Q4 2014 | 11

G UG UG XU XU AX AX A A G XU AX AX A G A G UG UG XU XU G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G UG AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG UG AX G A G A G UG U XU X AX A U XU XU AX AX G A G A UG UG XU G AX A G A G UG UG XU XU AX AX U XU X AX A A G G UG U AX G A G A UG UG XU XU AX AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A G G U U X X A A X G UG UG XU XU AX AX G A G A UG AX A A G G U U X X A U U XU X AX A G A G A UG UG G G G U G U XU X X A A A U XU AXU AX AX G A G A UG UG XU G G G UG U XU XU AX AX G A G XU X AX A G G U U A G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G A UG U AX G A G A G UG U XU X X A U XU XU AX AX G A G A UG UG X G AX A G A G UG UG XU XU AX AX A X G UG UG XU XU AX AX G A G A UG

news c h a p t e r

SUMMIT RECAP

Ignite Leadership Training

» Tuesday, October 14 » All-day training, keynote speakers, and roundtable discussion » Valuable networking and best practices for chapter meetings » 50-70 chapter leaders from all User Groups » Guest speakers: Andy Hafer, Hal Howard, and Chris Elmore

AXUG Chapter Program

ANNUAL SPONSORS

12 | AXUG Magazine

ne w s

Leader of the Year

PAT RYAN

Location Marshalltown, Iowa (Minneapolis/St. Paul chapter) Also pictured, Whitney Derks, chapter coordinator for AXUG

Chapter Luncheon

» More than 2,800 attendees » Local networking

Overall

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G G U XU AXU AX AX A G A G G G G UG U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A G G UG A X A G UG UG XU XU AX AX A G G U U U XU AXU AX AX A G A G U G G X AX A G A G UG UG XU A X U G U U X X A A

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Sitting Down with the

AXUG

ALL STARS JASON THORPE • MICROSEMI BRIAN POND • POND CONSULTING TOM (TAD) DOCKSTADER KURT J. LESKER COMPANY o call these gentlemen passionate is an understatement, and seeing them named 2014 AXUG® All Stars is no surprise.

We had the chance to chat with them, and the modesty, wisdom, and funloving spirit each possesses for his work is not only refreshing, it’s inspiring. Make sure to reach out to them with your congrats!

T

14 | AXUG Magazine

AXUG: What does it mean to you to be an AXUG All Star?

Brian Pond (BP): This has been a tremendous eight-year journey for me. My first experience was Summit in 2007 in Orlando, and I attended solely as a Microsoft Dynamics AX User looking to get problems solved. That experience led me to speaking up and participating a little bit more each year. Now I am an independent consultant and wouldn’t be in the career I’m in if it wasn’t for AXUG. AXUG and I have grown together over the past decade. Being named an AXUG All Star has made my whole year; I feel honored.

Tom Dockstader (TD): Yes, it is truly a great honor, and it shows that volunteering has its benefits. Being able to participate in the community on a regular basis is a great thing, and being named an All Star was really made possible by the support of my company.

AXUG: What’s the greatest reward in sharing your knowledge and expertise with fellow AXUG community Members?

TD: Simply discussing a subject with someone and having them come back later to say, “I now understand the system more than I did before” is very rewarding and never gets old. Helping others also helps me keep the subject matter fresh and allows me to expand into areas I don’t work in on a daily basis. It’s refreshing to try something new, and it keeps things interesting.

BP: Every day is a new adventure. It’s always rewarding to see people learning and sharing. During my sessions at Summit, I could see people’s eyes light up, and you could just tell they got something from the information I shared. Participating in Summit also reminded me that the whole is greater than its parts, because the feedback and questions I received made me learn just as much as what I taught. It’s such a dynamic learning experience for everyone!

AXUG: Who is your inspiration in the AXUG community?

BP: My fellow speakers and instructors. There are an amazing group of volunteers in the AXUG community, and I draw inspiration from their knowledge, experience, and lessons. I’ve been able to collaborate with a bunch of great folks over the years. Most recently, I spent a lot of time with Grant Wilson, Anja Fisher, Rachel Profitt, and Murray Fife. Their leadership and hard work encourages me to strive to be better each year.

TD: I’ve been very inspired by the folks that Microsoft sends to Summit and those that get involved in AXUG-sponsored sections at Convergence, chapter meetings, and webinars. They’re not selling; they’re getting involved and learning with Users and Partners. It’s very gracious of them to share what Microsoft can do – how the system works, how they hope it will work better in the future, their plans, and where their concepts of business may vary from the customers’. So I think the Microsoft team has been a great inspiration of how everything works together in the AXUG community.

Jason Thorpe (JT): The architects. They are the part of the community that drives progress forward, questioning why it works like this, how it should work.

That core group of people has continued to push forward a level of expertise and energy, allowing for quality input back to Microsoft. The AXUG Members who put more into the UG community have also been an inspiration. I haven’t seen anything quite like it; it’s like a start-up company.

AXUG: What’s your advice for someone who is looking to increase their Microsoft Dynamics AX product knowledge?

TD: Different people learn in different ways, so it’s hard to pinpoint one or two ways. So many techniques are useful: Conversations with experts, books, source codes, blogs, etc. But if you want to learn more about Microsoft Dynamics AX, most people just have to learn by doing. I would suggest getting into the details and being involved. Review what’s out there and ask questions. There’s no handbook that says, “This is how you should do it, step by step”.

BP: Tad hit the best of it. I think Collaborate is a great tool; taking Academy courses or reading TechNet (http://technet.microsoft.com/en-us/) is very helpful.

Like Tad said, most people need hands-on demos or practice on their own. One thing underutilized is the test environments. If you want to understand proposed system changes, you should leverage your test environment. Get your hands dirty, try new things, and learn along the way!

JT: Get involved. Microsoft has been pushing and enabling technology to be easy to access for people, so a lot of people underestimate the amount of time it takes to understand an ERP solution. People misunderstand and think that it’s easy and that they will just have to read one thing. It’s crucial to get involved, get challenged, and continuously learn. Getting a mentor in the Microsoft space is also very beneficial, someone who can provide those visual examples and connect the dots. AXUG has also done a great job providing opportunities to gain insight into other people’s challenges versus just reading articles online.

AXUG: What’s your favorite resource for learning more about Microsoft Dynamics AX? JT: Over the last four years, it’s become much easier to find things online, and a lot of that has to do with AXUG Collaborate content, such as forums that people are answering in context. I have people on my team who monitor questions on the portal to understand the challenges that are being seen. Having those conversations accessible to the search engines has made a difference.

BP: Brandon George has incredibly informative articles, and I’ve bookmarked a few of my favorites of his.

TD: Examples written by consultants on their blogs are often better than generic product documentation because the examples are specific to a particular use case. Hats off to those consultants and experts that take the time to spill their guts and make it available to others.

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AXUG: What are a few important things to know about data migration in Microsoft Dynamics AX? JT: The biggest mistake people make is to underestimate it. Data migration capabilities, policies, and methodology that have nothing to do with the tool require a very structured approach.

Many put data migration as the last stage for an implementation or upgrade, but we complete it as early as possible.

Data migration impacts the design of the solution.

TD: Users should see data migration as the opportunity it is, not as the pile of work they think it might be. It’s the opportunity to review their business processes and decide what is dierent and what is no longer relevant to their business as they change and grow.

BP: Data migration is actually how I got started in Microsoft Dynamics AX. In 2006, I was a SQL Developer at an IT company and we purchased Axapta to replace JD Edwards. I was assigned to work on data migration and it ended up becoming a nine-month project. That initial work is how I began to understand Microsoft Dynamics AX. I learned so much by seeing the database and modelling the relationships between dierent tables, elements, and business processes. Later, when I started actually using the software, I had a dierent perspective about what I was seeing. I could visualize the information behind it. As Tad said, it may feel like a chore, but it’s time worth spending for sure.

AXUG: What’s next for each of you in 2015?

JT: My team and I will be focused on adopting Microsoft Dynamics AX 2012 and trying out advanced things with the product. I lead a big team, so I am planning to engage that team more directly with AXUG so the learning can be spread out more evenly. We are investing a lot in our local User community, and we push collaboration locally as well. I would also like to have increased involvement with Microsoft about Microsoft Dynamics AX 7.0 and 2012 and get the feedback to where it needs to be.

TD: I’ll continue to be involved in the local chapter and participate in Summit and other activities throughout the year. My big push is trying to make sure 16 | AXUG Magazine

I can help internal Users at my company connect with other people that I’ve connected with in the AXUG community. The Users at my company are usually heads-down doing what they do every day. My job is to expose them to learning and to doing things dierently to ďŹ nd the best way.

BP: Typically each new year is a surprise for me. I try to predict and plan for them, but every year my predictions are way o! With that said, I would like 2015 to be a year of building.

I’d like to develop some new AXUG Academy content, build some BI solutions with an emphasis on simplicity, and perhaps write some new software. Clients and business come ďŹ rst, but those are my hopes. Should be a great year!

AXUG

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A PA RTNER’S PERSPECTIV E

DATA MIGRATION

APPROACHES story by Michael G. Simms | illustration by Dave Swang

Introduction Data migration in a Microsoft Dynamics AX system is a topic that is solely viewed as technical and is often not addressed in the initial phases of an upgrade project plan. However, if we use the metaphor that your enterprise resource planning (ERP) system is the heart of your company, then the data in the database is its lifeblood.

Clean, meaningful data may not seem as glitzy or glamorous as the slick modification and the business process it simplifies, the analytical report or role center, or even the prospect of newer, faster, and bigger hardware. Yet it is the purpose and the validation for all of these things. Without data, there would not be a need for the other components.

Sales decisions are made on historical sales and Customer demographics; production decisions are based on inventory usage and forecast demand and a variety of other decisions are made based on this data. Oftentimes, migrating data into a new ERP system such as Microsoft Dynamics AX is given little, if any, attention until late in the implementation or upgrade cycle. Compounding this is the reality that the quality, completeness, consistency, and standardization of this data can be problematic.

Approaches There are two broad approaches to migrating data into a Microsoft Dynamics AX system: Utilizing a “balance forward” approach where only master data and summary balances are imported, keyed, or some combination thereof, and migrating the entire Microsoft Dynamics AX database into a newer version.

The data migration framework within Microsoft Dynamics AX provides a toolset to fix many of the quality issues during the upgrade process. In addition, there are APIs available to develop custom scripts to cleanse data and to import and validate custom data. Many companies will adopt a data maintenance or master data management (MDM) plan either before or after data migration in order to maintain their data integrity and to keep their data as clean as possible.

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Regardless of the approach taken, data migration is essential to a successful upgrade or implementation of Microsoft Dynamics AX, especially for testing purposes. It is also useful for verifying reports, and it is critical for conference room pilot and training.

Source to Target Model Previous versions of Microsoft Dynamics AX conducted all upgrade tasks on a single production server. A significant amount of time was spent in what is known as “single-User mode”. This meant that while the system was in this mode, it was offline for regular business use. This led to potentially significant downtime at go-live.

With Microsoft Dynamics AX 2012, the data migration processing paradigm was changed to a source to target model. A significant portion of the processing now occurs while the production system is still online. Data preparation is done earlier, leading to less downtime during go-live. The source system goes offline only during singleUser and bulk copy operations. This allows for concurrent upgrade and build of the target system.

The data migration process itself should start as early as possible in the upgrade project. There are several reasons for this. First, depending on the size of the database, a single data migration (DM) iteration could take several weeks. Second, Microsoft recommends at least two “clean” DM iterations be completed prior to the go-live run. Third, there will be a significant portion of the first DM iteration that will be used as an input to business decisions related to product upgrade, inventory dimension groups, and site structures. Finally, benchmarking the effort required for the data migration will help with project and resource planning.

Several factors will impact the length of the data migration.

Database size, that is the number of records, especially in key tables, is one of those factors. Quality of the data, at least initially, will factor in as well. Other factors include the number of CPUs/cores on the database server, memory, virtualization configuration, SAN configuration, and network load.

The upgrade itself should be on a dedicated application object server (AOS) and a dedicated database server for the target processing.

During processing, it is recommended that CPU, memory, and disk utilization be monitored in order to identify bottlenecks and potential new, temporary indexes.

Planning for Data Migration Test data migration iterations should be performed on a test system that resembles production as closely as possible. This will allow for benchmarking of the process as well as configuration adjustments for optimal performance and proper hardware sizing.

Creating a project plan or run book for data migration will help immensely with the process. At the very least, list out the major gates for data migration and add other company specific processes and

20 | AXUG Magazine

times to the plan as they start to appear. In addition, any changes to parameters, settings, indexes, etc. can be added so there is one place for all information.

Once this project plan is created, it can be integrated with the master upgrade project plan and User acceptance testing. More granular attention should be given to the downtime portions of data migration such as: Single-User processing, bulk copy, target processing scripts validation, and post-data migration activities.

Validation of the data should be included in the run book upon completion of each data migration iteration. Key amounts, such as master record balances and record counts should be obtained and compared. Information about the DM iteration such as time to process each data method individually, record throughput per second, and other metrics should be gathered as well. DM iteration validation elapsed time should be included as part of the cutover time as well.

Performance Guidelines Typically, an upgrade window is provided for business downtime.

This window is usually about 72 hours; however, all of this time cannot be dedicated to data migration. Data validation, process validation, and post-data migration activities must be accounted for.

In order to meet the timeline, processes should be benchmarked for comparative purposes between runs.

Archiving and/or purging data can reduce the elapsed time for a DM iteration process. Having data that is as “clean” as possible will aid in the data migration timeline because jobs will fail if the data is not clean. Proper hardware sizing, memory, SQL Server and AOS configurations, TempDB configuration, and SQL Server trace flags are some other areas that need to be optimized.

Finally, plan for a resource to manage the data migration process.

The data migration process in Microsoft Dynamics AX 2012 is significantly more involved than previous versions; it is not simply click a button and walk away. Proactive monitoring of the data migration process, performance monitoring, and benchmarking are all part of this function.

Conclusion Data migration to a Microsoft Dynamics AX 2012 system is a very important component of the upgrade process. Managing this process is something that needs to be accounted for in the upgrade project plan. Depending on a company’s business needs, migrating all historical data from its existing Microsoft Dynamics AX 4 or Microsoft Dynamics AX 2009 system is an achievable goal in a high majority of upgrades.

AXUG Michael G. Simms serves as director of enterprise data management at Client Strategy Group, LLC. He can be reached at Msimms@csgax.com or 216-524-2574, ext. 117.

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Approaches

A B O R U S N O I T A R G I M A T A D T I P S A N

T A X U B D N U O R R A T S L L A P R A M L U A P

A C H A R C O M M U N I M I C R O P F O R E C A S

D T R N I T S R E L B A T D N U O R R A T S L L A

M F L E A R N I N G N R A E L N H O L E A R N I N

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

D S A T P N E P R O H T V P N M L C A S A C C T G

A O N I O E L S E S N E I A I M H H G A P O H I G

C R N P N U N T R G N N R U T O O E R G P N A P R

A C E S D D E E V T L E A L S C W S I G R F P S O

S I S A A E S N S E W O R M A A A O C L O I T A W

N M M N G U G G I R T D N A C G R I T O A G G N E

O A A D R D O C K S T A D E E R J T H B C U G A A

I L N T I H H C A O R P P A R I A A O A H R X D R

T L N R S L R Y T I N U M M O C S R R L E U R T G

A S B I T D O M T A R G I M F U O G J N G A O R I

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

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

G R U S N P G A N I T R A M L U A P O R S M N K T

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

F O T N E V E A C O N F I G N E U D E S I C L U D

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

O N B R I A N N N A M S E N N A M N A S U R O B N

C T R A M D R A W O H D N O P N N A M S E N N A M

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

AXUG Borusan Mannesmann Brian Pond Chapter Community Configurations Data Migration Events Forecasting GG Rowe Hal Howard Jason Thorpe Learning Microsoft Neudesic Paul Martin SAGGlobal Summit Tips and Tricks Tom Dockstader Users

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G G U XU AXU AX AX A G A G G G G UG U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A G G UG A X A G UG UG XU XU AX AX A G G U U U XU AXU AX AX A G A G U G G X AX A G A G UG UG XU A X U G U U X X A A

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HAL HOWARD IN V ESTOR

I invest in local businesses, such as a local wine bar, restaurant, and a few start-ups.

FA MI LY M A N I’ve been married for 25 years and have two kids, one in high school and one in eighth grade.

W IN E ENTHUSI AST We moved to Washington in 1994 and knew nothing about wine, but over time, my wife and I set out to learn more and more. We became investors and took an ownership opportunity about eight years ago. I’m constantly looking for more projects as an investor, consumer, and owner.

When Hal Howard joined the Dynamic Communities Inc. (DCI) team as the executive director, he sat down with Bob McAdam and Todd McDaniel for a Dynamics Podcast interview. He shared his insight behind the Microsoft curtain of product development and a little bit more about himself on a personal level. If you weren’t able to check out the full recording at www.dynamicspodcast.com, here are a few areas of the discussion you won’t want to miss…

NEW MANAGEMENT at MICROSOFT AXUG: What’s the biggest difference between Satya Nadella and Steve Ballmer?

Hal Howard (HH): Both are brilliant, but Satya is a bit more technical. Satya is also calmer and very charismatic, both with small audiences and big crowds. Steve had a great run, and Satya will be a great leader for the next chapter.

Satya has been in several different business units and has been groomed for quite some time. He’s a good leader, and he understands the business. His leadership should be very good for the Microsoft Dynamics group overall.

AXUG: What does Microsoft Dynamics look like in 2020? What should we be looking for?

HH: Satya has been clear on his “mobile first, cloud first” world and as such a focus on providing more access to things via mobile devices will be obvious moving forward.

PROJECT GREEN AXUG: You worked on “Project Green”, which researched the combination of the Microsoft ERP stack back in 2003. What was the result or conclusion from this project?

HH: We completed extensive market research about what the needs of mid-size and large Customers were and ultimately found that trying to unify the four existing ERP applications was not a worthwhile thing for Users. Rather than disrupting the entire base of products, we

24 | AXUG Magazine

chose to get more of the entire ERP market share and improve what we already had in place.

AXUG: So Project Green isn’t being resurrected as SMB (small and medium business)?

HH: No. SMB is a market segment from a marketing point of view; it’s not the combination of the ERP products. All four products play in that space. Mid-market and enterprise-market are distinct in how you market to them, and that’s what SMB is addressing.

NEW CHAPTER in HAL’S CAREER AXUG: What are your thoughts about the User Groups and what they can accomplish?

HH: It’s such an amazing concept, and I think we’re barely scratching the surface of what can be done. There’s opportunity to do more in every aspect, from local chapter meetings to Dynamic Partner Connections. I’m excited to help Andy and the team take it to the next level. I’ve dedicated the past 10-plus years of my life to these products, and now I’m going to provide feedback to Microsoft by gaining real perspective directly from the User Groups.

AXUG

PRODUCT FUNCTIONALITY AXUG: What is Microsoft’s strategy for building out or buying functionality?

HH: For the past six to seven years, Microsoft has had 20 acquisitions, and that history of acquisitions was in ERP’s favor until about two years ago when it tilted to the CRM space. There’s renewed and invigorated development there across sales, marketing, and service, and it’s exciting to see.

When making the decision for new functionality, each product has a team that gathers requirements from and conducts research with Partners and Users. They then look at the top-requested functions to decide what makes it in the next upgrade.

It’s a fast-paced incremental approach, which makes it easier for Customers to stay current. If you missed the last upgrade, it’s easier to get in on the next one coming up.

Sometimes we get functional ideas from the competition, but most of the time, it’s straight from Users and Partners.

AXUG: We’ve seen some big fundamental changes in Microsoft Dynamics AX. Is there a different process for these larger shifts?

HH: Yes, those are big business decisions.

Microsoft Dynamics AX was slightly up-market from the other Microsoft Dynamics ERP products, but not radically.

It didn’t have every feature that a tier-1 Customer would want. We intentionally moved that drastically up-market to serve a wider range of Customers while still trying to keep simplicity of the midmarket product intact, all while growing the functional footprint.

Q4 2014 | 25

t&t

TIPS & TRICKS

Configure the Product Search to Quickly Filter Products at Order Entry

by Murray Fife ometimes, having too much of something is not the best situation to be in, and this is especially true if you sell a number of products that are similar, and you are trying to find the right product to put on a sales order. Don’t despair! With the R3 release, a new feature is available that allows you to perform an in-line search as you are creating the sales order over multiple fields at once. It then gives you a filtered list of matching products that you can add to the order with just a click of the button. Although playing Where’s Waldo is fun, sometimes it’s better to cheat.

S

How To Do It… To start off we need to configure the search parameters. To do this, click on the Search Parameters menu item within the Search folder of the Setup group within the Sales and Marketing area page.

When the Search Parameters dialog box is displayed, make sure that you have the Automatically Fill Item Search flag set, and also select the Partial Match option from the Search Type field.

After you have done that, click on the Close button.

26 | AXUG Magazine

Now we need to configure the fields that we will be searching on.

To do this, click on the Define Criteria menu item within the Search folder of the Setup group within the Sales and Marketing area page.

When the Define Criteria maintenance form is displayed, change the Type to Item.

Then add all of the fields that you want to search on by clicking on the New button in the menu bar, and selecting the Field Name from the dropdown list.

Then when the Refresh Full Text Search dialog box is displayed, click on the OK button to complete the update.

After you have configured the search fields, click on the Refresh button in the menu bar to update the search view.

After it has finished, just close out of the forms.

Although Microsoft Dynamics AX tells you that this may take a while, click on the OK button.

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How It Works…

To see this in action, just open up your sales order and type in the phrase that you want to start searching on within the Item Number field.

Now you have just the right product on your order.

If there is not an exact match on the fields that you are searching on, then the Item Search dialog will be displayed showing you all of the matches.

How easy is that?

AXUG

Murray Fife is a Microsoft MVP and solutions architect for I.B.I.S., Inc. (www.ibisinc.com). You can catch up with Murray on his website (www.dynamicsaxcompanions.com) or on email at Mfife@ibisinc.com.

You can further refine the search until you find the product that you want, and you can even add the product to the order line just by typing in a Sales Quantity and then clicking the Create button.

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NAME THAT PHOTO

CONTEST

If you were to create a page in the AXUG® Summit conference guide for fellow AXUG Members to read, what would it be?

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

Q4 2014 | 29

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G G U XU AXU AX AX A G A G G G G UG U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A G G UG A X A G UG UG XU XU AX AX A G G U U U XU AXU AX AX A G A G U G G X AX A G A G UG UG XU A X U G U U X X A A

feature

A USER’S PERSPECTIVE

DATA

MIGRATION

FOR MICROSOFT DYNAMICS AX story by Grant Wilson | illustration by Shawn Olson

I

mplementing or upgrading their ERP system provides a rare opportunity for many companies.

It gives them the chance to clean, update, re-arrange, and add new data, which is one of the biggest selling points of moving to a new solution. Unfortunately, when done improperly, data migration can be costly, time-consuming, and complicated. However, with a good plan, data map, and cross-reference system, every company should be able to complete their data migration on schedule and budget.

32 | AXUG Magazine

Tools There are a lot of tools available to help with data migration. Each tool has pros and cons and is often used for different data. Which tool is the best? That depends on a number of factors: Where is the data coming from? What format is it in? How much data is there? What validation is required? What experience does the company and/or its Partner have in migration? What is the budget? What is the timeline?

The most common tools available and their migration use include:  Data Import/Export Framework (master data with low customization)  AIF (highly structured data with existing inputs)  Custom X++ (customized tables)  Excel Add-in (easily flattened data)  Atlas XL (financial data, easily flattened data)  Data Migration Studio (master data/open orders)  Scribe (sales orders/customers/items)  EDI/E-Commerce (sales orders/customers/items)

if the changes are required. If the business runs successfully on this data today, is it worth every change to miss the target or spend more money? Can the changes be completed in the source system before go-live? This will simplify the migration process and provide benefits prior to go-live. Can the changes be completed post go-live? Are all the new attributes and reporting fields really needed on day one? Can those updates be completed after go-live? Often a simple SQL script can be used to update missing data.

Data migration versus data entry It is often easier to simply enter data than to migrate it. Based on the number of records involved, many people advocate for choosing to migrate versus enter by hand. A better approach is to estimate how much time and cost each migration will take. It is often easier and cheaper to have someone hand-key a couple thousand records than it is to code a complex migration.

Tips of the trade for data migration: » Avoid migration by spreadsheet. Multiple data sources handled

»

»

» »

Planning the migration There is a lot of planning involved to ensure a smooth and effective data migration. This starts with determining what data actually needs to be migrated. Is the data clean and error-free? Is there a plan to transform or change it? Does it need to be migrated at all? Can a data warehouse be used instead of a data migration? What is the time frame and budget? All of these questions need to be answered before beginning. Next is to ensure that there is a detailed plan, full management support, appropriate migration resources, and a good cross-reference technique. Every process/migration needs a single owner who understands the who, what, why, when, and how of each part of the process. This owner should NOT be a member of the IT team; it needs to be someone from the management team.

To change data or not Changing, cleaning, and/or transforming data are frequently goals of data migration. Unfortunately, doing this can add time, cost, and complexity to data migration. It is important to take a serious look at

» »

»

by multiple people will multiply time and problems. Where possible, avoid multiple spreadsheets with data entered by multiple people. This is a recipe for disaster. Make sure everything is controlled, or better yet, use a program like Access or SQL tables to update the data.

Migrate early. Start with addresses and reference tables. These will be needed by other migrations. Data can play a big role in how the system functions and performance issues often creep up with the “once a week, once a month” scenarios. Don’t wait until the end or assume a small subset is good enough.

Never rename or repurpose standard Microsoft Dynamics AX fields. Even if it is known that a particular field will never be needed, future versions of Microsoft Dynamics AX may eliminate or add extra functionality to that field. Creating new fields in Microsoft Dynamics AX is easy and should be used for anything not standard.

Consider breaking up large migrations into smaller ones. Either break up the number of records or the number of tables done at one time. It will save many headaches.

Change SQL MDOP before migration. Set the Max Degree of Parallelism to 0 for the process. Make sure to set it back when completed.

(See http://technet.microsoft.com/en-us/library/dd309734.aspx) Disable Microsoft Dynamics AX logging. Turn off all database logging in Microsoft Dynamics AX; it will significantly slow down the process.

Consider SQL updates of migrated data. Sometimes it is easier to do a basic data migration of standard data in Microsoft Dynamics AX and then use SQL to update values. SQL should not be used for inserts, only updates.

Performance test the migrations and look at where bottlenecks occur. Start with a small number of records and work up. Take a backup of the database with all the configuration and address data in it that it is a simple restore every time a new migration run is started. Look for code calls that are not necessary or take too long – are they needed?

AXUG

Grant Wilson is ERP solutions architect at Microsemi Corporation. He can be reached at Grant.wilson@microsemi.com or 949-380-6295.

Q4 2014 | 33

Make Your Own Rules

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learn academy corner

AXUG Academy Pre-Conference Training in Review

O

n October 13 and 14 in St. Louis, more than 475 students took part in the Summit 2014 Pre-Conference Training classes hosted by AXUG® Academy. The 23 classes ranged in topic from process manufacturing to project accounting and from Office Excel to building SharePoint BI solutions. Class formats ranged from seminar/lecture style to hands-on learning labs.

Attendee feedback included: » Master Planning in Microsoft Dynamics AX 2012 – Great class, especially for beginning Users. It helped me to understand some of the parameters that were set up in my system; material presented at the class was really helpful to understand. Wish I could have a class like this before we implement Microsoft Dynamics AX at our company.

AXUG Academy 2015 Planning

» Inventory Setup, Management, and Reconciliation in Microsoft Dynamics AX 2012 – I was impressed with the documentation that Troy, the instructor, handed out in advance of the class (via email) and the amount of detail that was covered. » Building Business Solutions with SharePoint 2013 – Thank you!

Great course, and I learned a lot. » KPIs & SQL Server Analysis Services (SSAS) in Microsoft Dynamics AX – It was perfect and exactly what I was looking for. I found the technical details on BI tools most useful.

AXUG Academy also offers many of these classes via the Distance Learning program where Users can save on travel and time away from the office. Experience this hands-on, interactive training right at your own desk! Visit www.axug.com/academy for the latest class lineup.

The Academy team is always looking to improve our AXUG Academy offerings, and we would love to hear your thoughts and needs around Microsoft and Microsoft Dynamics-related training.

We encourage your feedback. Please reach out to us at Academy@ AXUG.com for any recommendations, suggestions, or questions you might have.

AXUG

Q4 2014 | 37

G G U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A XU AX AX G A G A UG U G A G G U G U G XU XU U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G

var partner member showcase

SA Global Oli Gunnarsson

Andy Yeomans COMPANY SAGlobal (formerly Systems Advisors Group) INTERVIEWEES Oli Gunnarsson, CEO of SAGlobal U.S., and Andy Yeomans, director of business development EMAILS Olig@saglobal.com Andyy@saglobal.com PHONE 917-225-1108; 949-395-8343 WEBSITE www.axforprojects.com HEADQUARTERS Seattle, Washington AXUG® PARTNER MEMBER SINCE 2009

38 | AXUG Magazine

S

AGlobal is a global provider of Microsoft Dynamics AX solutions and services for project-based organizations. With one of the largest resource pools of any global Microsoft Dynamics AX Partner, SAGlobal brings local expertise combined with global reach to the table.

AXUG: Last year, you went through a big merger.

Can you bring us up to speed on that?

Oli Gunnarsson (OG): Most everyone knows us as Systems Advisors Group or “SAG” since we’ve been around since 1991. Our first offering was the Sun Systems Unix-based financial system, then we moved to Great Plains before Microsoft purchased it, and then finally a full transition into exclusively offering Microsoft Dynamics AX more than 10 years ago. My former organization, Greenlight BTS, started working closely with SAGlobal in 2007 to expand our global reach, but we stayed as two companies under a joint venture until just a few months ago, when we merged completely into SAGlobal.

Andy Yeomans (AY): In 2013, Systems Advisors Group underwent a branding change to re-brand ourselves to SAGlobal to highlight our unique global capabilities as a Microsoft Dynamics AX Partner. Since people know us as “SAG”, we were able to keep the acronym in the SAGlobal name, making the transition a little easier for all.

AXUG: What was the deciding factor to merge as one company?

OG: This was a strategic decision to make it clearer and simpler for our Customers. It added some confusion when Customers had to work with two companies, such as our different structures, processes, and such. By joining as one, we can provide clearer service to our Customers. Microsoft also pushes the importance of consistency and having a clear message for your Customers and prospects, which we obviously agree with.

AXUG: What can SAGlobal offer Microsoft Dynamics AX Users?

AY: When it comes to Microsoft Dynamics AX implementations, over the years we’ve done it all. Net-new implementations make up the vast majority of our practice, but we also assist clients with upgrades, support, and help with escalations or transitions for Microsoft Dynamics AX Customers that aren’t having a good implementation experience with their current Partner.

If I had to pinpoint our three key differentiators, I would say: » Global Reach: We are one of about four VARs that have an extensive global presence in the Microsoft Dynamics AX space, spanning six continents and 17 countries. » Experience: We’ve been working with Microsoft Dynamics AX back to version 1, which has led to Microsoft leveraging our company for transitions and support over the years. We also do offshore Microsoft Dynamics AX development for Microsoft, such as localizations, sustained engineering, and documentation. » Industry Focus: We are 100 percent committed to working with project-driven organizations. We don’t just dabble in working with professional services firms or other project-based businesses; we have a strong focus there and have even built up our own IP (intellectual property), which is sort of our “secret sauce” and differentiates our solution from other Partners.

AXUG: Can you tell us more about that “secret sauce” which has made you the leading global provider of Microsoft Dynamics AX for professional services firms? Or is that top secret?

OG: As part of our commitment to the professional services industry, we’ve made significant investments across our business, and our ProjAX solution is a great example of that. ProjAX extends the project management and accounting module in Microsoft Dynamics AX to provide a wider range of functionality for professional services firms.

AY: Yes, we are happy to share! ProjAX provides enhanced functionality that puts Microsoft Dynamics AX on par with best-ofbreed professional services automation software systems, such as: » Advanced project quoting module for building out more complex estimates for projects. » Role-based resourcing module, which simplifies resourcing for projects. » PTO handling, which handles PTO requests and approvals while automatically updating resource calendars. » BI and reporting extensions, which provide specific data and reports for project-based firms.

There is a much higher success rate, however, when Customers understand their data; that goes a long way when keeping everything on track.

AXUG: This magazine’s theme is “data migration”. Do you have a tip for Users going through this with their Microsoft Dynamics AX implementations?

AY: Sure, as an example for project-based companies, we have a ton of experience bringing over details around their open projects so that they can continue to manage their projects during the cutover. Most firms need access to that open project data at some level, and by using the data import and export tool/framework along with Microsoft Excel templates, this process goes pretty smoothly most of the time.

AXUG: What have you found most valuable in your AXUG interactions as a Partner Member?

OG: It’s been a pleasure to get more involved with the community, and it has been great value for us to participate. Not only do we develop great relationships along the way, but we also gain a better understanding of where the needs lie and identify exact pain points we can help with. We know it’s vital to be close to our client-base and understand what they are thinking along with what we can do better.

AXUG has made that a possibility in more ways than one!

AXUG

AXUG: Now that you are a combined force to be reckoned with, what’s next for SAGlobal?

OG: We are putting continuous effort into the professional services industry, with a high focus on engineering Microsoft Dynamics AX to build out better functionality for those firms. We would also like to expand in the project-based manufacturing area, to build on our foundation while still focusing on the core professional services space.

We are also going to be ready for Version 7.0 of Microsoft Dynamics AX, scheduled for the second half of 2015.

AY: Yes, with Microsoft Dynamics AX moving more towards the cloud in Version 7.0, we’ll have to dig deeper into offering a preconfigured solution that can be implemented faster and at a lower price point, consistent with cloud-based solutions. Historically, Microsoft Dynamics AX hasn’t made that very easy, but it’s definitely something to look forward to with the upcoming release.

“SAGlobal grasped the issues related to the breadth and diversity of our offerings and outlined a solution path that will support the continued growth of our business.”

– Mike Anders, CIO, Braun Intertec

Q4 2014 | 39

t&t

TIPS & TRICKS

Configuring Demand Forecasting

by Murray Fife icrosoft Dynamics AX has always allowed you to enter in Demand Forecasts against products and Customers, but with the R3 release of 2012, a new feature was added that allows you to have the system create your statistical forecasts based on the history in the system, and then allow you to adjust the forecasts through Microsoft Excel before automatically uploading them back into the demand forecast tables. Although there still may be cases where you want to use a companion product to create more elaborate forecasts, for most people, this is more than enough, and it’s included in the product at no extra cost. You don’t have to resort to mysticism and guesswork anymore when it comes to forecasting.

M

How To Do It… Before you start, there are a few things that you will want to make sure that you have configured. First, we need to make sure that our analysis services User who is going to be running the forecast generation has access to the SQL database. To do this, open up SQL Enterprise Manager, expand the Databases group, find your Microsoft Dynamics AX database, and then open up the Users folder within the Security group.

Right-mouse click on the sqlanalysis User and select the Properties menu item.

Make sure that the db_datawriter and the db_ddladmin options are enabled for the User.

When you have done that, click on the Close button to exit from the form.

Also, to make the forecast a little more usable, it’s a good idea to segregate out your products into different item allocation groups. To do this, click on the Item Allocation Keys menu item within the Forecasts folder of the Setup group of the Inventory Management area page.

When the Item Allocation Keys maintenance form is displayed, add all of the different item groups that you want to forecast by. Then for each of the Allocation Keys, click on the Assign Items button in the menu bar.

This will open up the Assign Multiple Items maintenance form where you can assign the items to your group.

After you have done that, close out of SQL Enterprise Manager.

Next we want to make sure that we have a Forecast Model to post our forecast results to. To do this, click on the Forecast Models menu item within the Forecast folder of the Setup group within the Inventory Management area page.

If you do not have a forecast, then click on the New button in the menu bar to create a new record and then give your forecast a Model and a Name. You don’t have to configure any other options here.

40 | AXUG Magazine

After you have set up all of the Allocation Groups, click on the Close button to exit from the form.

Now we need to set up the forecasting parameters. To do this, click on the Demand Forecasting Parameters within the Demand Forecasting folder of the Setup group within the Master Planning area page.

Select the items that you want to use for the forecast history sources, and then add a parameter for Forecast Method Used.

our forecasts. To do this, click on the Generate Statistical Baseline Forecast menu item within the Demand Scheduling folder of the Periodic group within the Master Planning area page.

When the Create Statistical Baseline Forecast dialog box is displayed, click on the Show More Fields button in the bottom left of the form to see more details.

Select the Start and End date to use for the history data, and also select a Start date for the baseline forecast. If you want to only forecast a select number of items, then you can modify the selection parameters to filter to specific Item Allocation Keys.

Finally select the Forecast Bucket and the number of periods that you want to forecast and click on the OK button.

Also, switch to the Forecast Dimensions page, and add all of the dimensions that you want to slice and dice your forecasts by.

Microsoft Dynamics AX will now go and generate the forecast for you. It may take a minute or two based on the number of periods you are forecasting and also the number of items you are forecasting.

If everything is configured correctly, you will receive an Infolog with a message that the forecast has been created and that there is a spreadsheet waiting for you. If you select the second message, then you will be able to click on the Open Excel File button.

When the spreadsheet opens, you will see all of your item groups have been forecasted for you.

Clicking on the Pivot Table will also show you all of the pivot table fields that are available for you to slice and dice your forecasts through.

When you have done that, click on the Close button to exit from the form.

If you want to modify any of the forecasting algorithm flags, then click on the Forecasting Algorithm Parameters menu item within the Demand Forecasting folder of the Setup group of the Master Planning area page.

Here you can tweak the default parameters, but I prefer to leave these alone and just close out of the form.

How It Works…

Now we have everything configured, and we can start generating

Q4 2014 | 41

If you click on the Product Name dimension, it will add it to the pivot table, and you will see all of the forecasts that make up the item group forecast.

Or you can add the Released Product dimension, so that you have a little more real estate to work with.

Now you can start adding your own secret sauce to the forecast by adjusting the individual product forecast buckets which will then roll up to the allocate groups forecast.

You can also adjust all of the product in aggregate by changing the forecast quantity for the parent group. It will update the child nodes by prorating based on the old values.

When you have ďŹ nished making your adjustments, click on the OLAP Tools button within the Calculations group of the Analyze ribbon bar, select the What-If Analysis menu item, and then click on the Publish Changes button.

Microsoft Dynamics AX will now go to the forecasting cube and start loading the forecasts. It may take a minute or two depending on how much you are forecasting.

If everything works, then you will get a dialog box telling you how many adjustments were made to the forecast, and you can close out of the form.

To view your forecasts, click on the Item Groups menu item within the Entry sub folder of the Forecast folder within the Periodic group of the Inventory Management area page.

Find the Item Group that you want to see your forecast values for, and then click on the Demand button on the right-hand side of the form.

That will drill you down into the items forecasts, and you will see the updated results from the forecast.

How cool is that?

Now we want to import the forecasts back into Microsoft Dynamics AX. To do this, click on the Import Forecast menu item within the Demand Forecasting folder of the Periodic group of the Master Planning area page.

When the Import Forecast dialog box is displayed, select the Forecast Model that you want to import the forecasts into, and then click on the OK button.

42 | AXUG Magazine

AXUG

Murray Fife is a Microsoft MVP and solutions architect for I.B.I.S., Inc. (www.ibisinc.com). You can catch up with Murray on his website (www.dynamicsaxcompanions.com) or on email at MďŹ fe@ibisinc.com.

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Where Did My Community Features Go?

KEEP CALM AND

COLLABORATE

The new AXUG® website has arrived, and Collaborate has a new home… front and center on the home page!

Sign in at www.axug.com to unlock the power of your AXUG Collaborate community.

MY PROFILE Add your photo and contact M iinformation, update your community ssubscriptions and privacy settings, manage yyour AXUG AXUG XUG G membership, view your your our webinar registrations, rregistra ation ti ns, and more.

MY COMMUNITIES M View and participate i the chapter and Special Interest Group in ccommunities that you’ve joined. Looking for all tthe communities communitiess available available to you? Click on “View All Communities A Communities” s” in n the t green bar just below.

LEARN & ENGAGE E Navigate to chapter er and Special Interest Group communities and upcoming events, peruse upcoming webinars, discover training from AXUG Academy, directory (User Members only), and more.

OPEN O PEN FORUM FO ORUM M Looking for f Microsoftt D Dynamics ynami mic AX adv mics advice dvice from your pee peers? pe eers?

JJoin the conversation! There are more than 3,800 discussions happening in the Open Forum.

44 | AXUG Magazine

CO CONTENT ONTENT T LIBRARY Explore the e library librraryy of of rec recorded corded webinars sor sorted rted by role, industry, and targeted Microsoft Dynamics AX topics. AXUG Members will find hours and hours of on-demand learning!

VOLUNTE VOLUNTEER TEE EER Discover opportunities to par participate arti ticipatte in chapte chapter leadership, write e articles, articles lead lea eaad educational educat sessions, participate in committees, and more.

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industry showcase

Agriculture: Cultivation at Its Finest R

esearch publications, training programs, family-owned farms, plant genetics, and forestry make up this diverse group of agriculture-based businesses. Sustainable, renewable, and respectable describe these AXUG® Members who know how to make the best use of the land we live on!

CIMMYT, INC. Mexico City, Mexico CIMMYT grew out of a pilot program sponsored by the Mexican government and the Rockefeller Foundation in the 1940s-50s to raise Mexico’s farm productivity.

Today, the company offers maize and wheat research publications, maintains the world’s largest maize and wheat seed bank, provides training courses across the world, and more.

46 | AXUG Magazine

DRISCOLL STRAWBERRY ASSOCIATES Watsonville, California Trust Driscoll’s to provide the highest quality and best tasting fresh berries. Familyowned for more than 100 years, Driscoll’s is passionate about growing premium fresh berries. The company’s strawberries, raspberries, blackberries, blueberries, and organic berries are sweet, juicy, and naturally wholesome. Driscoll’s offers exclusive recipes, including healthy alternatives for all menu needs.

GERAWAN FARMING Fresno, California Gerawan Farming sells fruit from just one grower: Gerawan Farming. As such, each piece of the company’s fruit is grown, nurtured, harvested, and handled according to Gerawan’s own strict guidelines for quality, color, flavor, texture, and other characteristics.

GRANNY’S POULTRY Winnipeg, Manitoba Named one of Manitoba’s 50 Fastest Growing Companies eight times and one of the province’s Top 100 Companies 22 times, Granny’s Poultry is regarded as the largest food processor in Manitoba’s $3 billion industry. The company continues to be owned by farmers who are dedicated to producing both high-quality food for their customers as well as opportunities for their community.

GREENWOOD RESOURCES Portland, Oregon GreenWood Resources (GWR) is a global timberland investment and asset management company specializing in the acquisition, development, and management of forestry assets. GWR creates value through the integrated deployment of improved plant material and tailored intensive forest management strategies to achieve superior risk-adjusted returns in selected regions of the world.

GROWERS EXPRESS Salinas, California Growers Express provides services to help farmers with site and seed selection, planting, growing practices, harvesting and packing, soil and water analysis, cooling and testing, and more.

LIFE-SCIENCE INNOVATIONS Willmar, Minnesota Life-Science Innovations (LSI) provides strategic guidance, administrative support, and capital funding to grow, develop, and sustain its current and future affiliate companies as leaders in the life sciences and engineering industries, including biotechnology, genetics, and agriculture.

DUPONT PIONEER Johnston, Iowa Plenty has changed since DuPont Pioneer’s founding in 1926, but one thing has stayed the same: The company’s success is based on its customers’ success.

That belief has helped DuPont Pioneer become a leading developer and supplier of plant genetics to farmers in more than 90 countries around the world, helping them boost productivity, profitability, and sustainability.

POTLATCH CORPORATION Spokane, Washington Potlatch is a verified leader in sustainable forestry.

With approximately 1.4 million acres certified to FSC® standards, Potlatch grows trees, sells timber, and manufactures solid wood products. Since 1903, the company has sought the common ground that enables it to unlock the value of its lands while conserving its forests for generations to come.

QUAD PLUS Chicago, Illinois Quad Plus provides industrial control systems, solutions, and services with an uncompromising level of expertise to maintain its customers’ productivity.

From an electrical install to complete turnkey system integration, its extensive process knowledge is supported by sound electrical design capabilities with a dedication to followup service, parts, and repairs.

SANIMAX INDUSTRIES Montreal, Canada With 18 locations across Canada, the U.S., and Mexico, Sanimax offers a range of by-product collection services and is a leading supplier of ingredients for agriculture and animal nutrition, as well as a globally respected source for hides and skins.

Most exciting of all, Sanimax has created an energy division that produces and markets clean, renewable bio-based fuels.

SPARBOE FARMS Litchfield, Minnesota Intricately connected to the egg industry for more than 60 years, Sparboe Farms has risen to become one of the largest egg producers and marketers of fresh eggs in the United States.

Sparboe Foods is a leading egg breaking and further processing company serving industrial and foodservice customers throughout the United States with egg products and processing solutions.

TAYLOR FARMS Salinas, California Taylor Fresh Foods was founded by Bruce Taylor and several partners in 1995, with the quest of becoming America’s favorite salad maker. Since then, the company has partnered with the finest companies in North America to provide excellent quality salads and fresh-cut vegetables for its loyal customers.

THE NUNES COMPANY Salinas, California Nunes family members farm and represent farmerpartners to provide an array of products grown on fields totaling more than 18,000 crop acres in California, Arizona, and Nevada. They use historical growing data for each field and technological advances to make informed decisions about soil fertility, seed selection, irrigation, and pest management.

TIMBERWEST FOREST Vancouver, British Columbia TimberWest is Western Canada’s largest privatemanaged forest land owner with 325,400 hectares (804,200 acres) on Vancouver Island.

TimberWest runs fully contracted harvesting operations and leads the coastal industry in the growing and harvesting of second-growth timber.

About 85 percent of TimberWest’s annual private land logging is done in second growth Douglas Fir and Hemlock stands.

Q4 2014 | 47

G G U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A XU AX AX G A G A UG U G A G G U G U G XU XU U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G

isv partner member showcase

Red Maple

R

ed Maple began as a VAR for Microsoft Dynamics AX. In 2003, the company made the decision to provide enhancements for Microsoft Dynamics AX Users struggling with overall cash flow, commissions, and workflow processes of the native solution.

COMPANY Red Maple INTERVIEWEE Patrick Hodo, chief technology officer PHONE 830-443-4685 EMAIL Patrick@redmaple.com WEBSITE www.redmaple.com HEADQUARTERS Boerne, Texas ESTABLISHED 1997 AXUG® PARTNER MEMBER SINCE 2009

AXUG: Tell us a little more about what you offer Microsoft Dynamics AX Users.

Patrick Hodo (PH): We’re known most for enhancing credit card processing. Users can use their own processor or customize it to their liking with customer-facing forms, and they can adjust international requirement settings.

We also offer Advanced Commissions, which makes adjustments and payments to employees and vendors much easier based on flexible calculations and payment terms.

Advanced Trade addresses continual relationship management mostly for the subscription-based economy in the technology industry. Most ERP systems are good at order to cash to shipping processes, but this product streamlines the monthly payment services such as recurring billing and revenue recognition for specific pricing needs in Microsoft Dynamics AX. We also have a product called Advanced Workflow that extends the workflow already laid out in Microsoft Dynamics AX, such as additional email approval settings.

AXUG: What do Microsoft Dynamics AX Users love about Red Maple solutions?

PH: Most Users that we help have started off with a fully customized solution, and then they’ve come to Red Maple because they realized maintenance to keep up with those customizations was very cumbersome and expensive. At Red Maple, we support all 18 different versions currently out for Microsoft Dynamics AX 2012. All our Customers have to do is ask us for the latest build, and we make the updates, with hardly any downtime. With a custom solution, Users would have to make their own updates with ® each version, spending a lot of time on making that product conform to

Red Maple 48 | AXUG Magazine

their needs. We also stay up to date on credit card regulations, so that level of expertise is a major bonus as well.

AXUG: How do AX Users identify the need for Red Maple products?

PH: Users really have one of two choices if Microsoft Dynamics AX doesn’t meet their exact needs out of the box. They can have their Partner write a customization, or they can purchase the pre-written solutions we offer at Red Maple.

Our products are priced in a way that makes that decision a no-brainer. It’s cost-effective to a point that there’s no way Users could write code for the functionality we provide. Even if our products don’t match exactly to what Users need, it does give them a major head start that ultimately saves them money and lowers total cost of ownership because our products are supported over the life of their Microsoft Dynamics AX solution.

Our solutions are also fully integrated into Microsoft Dynamics AX, and we get compliments all the time from Users who say that you can’t tell they’re not written by Microsoft.

AXUG: What is Red Maple working on in 2015?

PH: We’re already focusing on meeting new credit card requirements to help Users make the transition to accepting the new chip and PIN cards. This is a major shift for retailers and will require updates in their Microsoft Dynamics AX capabilities, so broadening our products to make this transition as smooth as possible is at the forefront.

We are also placing focus on mobility so that salespeople in the field can track commissions on their mobile devices outside of their Microsoft Dynamics AX framework.

AXUG: What do you like most about the Microsoft Dynamics AX community?

PH: It’s such a diverse group of companies.

Microsoft Dynamics AX can work for small and large companies across a great variety of industries, so you never really get stuck in one type of company or issue. I end up learning so much just from listening to all different types of User needs. It makes my job more fun and also makes the product more adept to solving business problems.

AXUG

5

MINUTES WITH AXUG’S VOLUNTEER OF THE QUARTER

Who I’m following on social media right now…

Connie Plowman, an educational leader and volunteer for PMI On my desk right now are…

Pictures of my family, business cards that I gathered from AXUG Summit which are new contacts I want to add to my professional network, and my AXUG golf visor to remind me of the great time I had at AXUG Summit!

My top three goals for 2015 are…

1) For work, to become more influential, which is a key attribute necessary for a project manager.

2) For networking, to grow our local AXUG chapter to add more local companies and make more alliances in the local area.

3) Personally, plan a trip to Southeast Asia and China!

What I do when I’m not at work…

I love to travel (my husband and I like to do a cruise in the winter to a warm, sunny place); play with my new yellow Labrador puppy named Reagan; and workout. I also love food, so I enjoy trying new cuisines and restaurants which Portland is known for.

The best advice I ever received…

Don’t dilute yourself, try to focus on only a few areas – participate in them online and in person, and eventually get strong in them. My two focus areas for growth are AXUG and PMI. Along the way, I’ll make new acquaintances who may become colleagues in some way, and hopefully some will develop into friendships.

GG Rowe IT project manager for Planar Systems, Inc.

Q4 2014 | 49

2

1

topic on

...with AXUG® Members We reached out to three AXUG® Partner Members and asked what Users cannot overlook when it comes to data migration.

1

Carsten Glem chief technology officer Arbela Technologies | Carsten@arbelatech.com

2

Michael G. Simms director: enterprise data management Client Strategy Group | Msimms@csgax.com

Plan enough time for data cleansing and, even more important, don’t underestimate the task of analyzing and defining the rules of data cleansing.

Planning for data migration consists of several things that depend on a number of factors that vary from client to client. To start with (and in no particular order):  Plan for the length of the data migration appropriately. This is linear time, not work hours. This can vary drastically depending on the size of the database, the quality of the data, the composition of the data, and the topology of the system.  Plan for several iterations of the data migration. This is necessary in order to work through chokepoints and determine index changes specific for data migration, finalize legacy mappings, data conversions and quality issues, and establish and revise baseline timings.  Plan for a significant portion of a resource to be utilized for this effort.

3

Nima Bakhtiary chief executive officer Arbela Technologies | Nima@arbelatech.com

Develop a data migration strategy and scope as soon as possible.

50 | AXUG Magazine

3

In your email, on your servers or in other systems—as much as 80% of your business content lives outside of Microsoft Dynamics AX. Perceptive Software helps you instantly access every piece of information you need for every process that depends on it, without leaving AX. The result?

You work smarter and faster, with fewer clicks.

Learn how to get it all, without all the clicks: www.perceptivesoftware.com/withoutalltheclicks software com/withoutalltheclicks

U U X X A A AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A A X U A X U G G X U G G X A A U U U A X G G UG UG XU XU AXU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G G AX A G G UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX A A A X G UG UG XU XU AX AX A G A G G U U XU X AX A G A G UG UG XU XU AX AX A A G G UG X U A G G X X A A U AX A A G G U U X X U U G G U XU XU AX AX A A G G G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG G AX G A G A UG UG XU XU AX AX U XU XU AX AX G A G A UG UG X U G G G G G G U U X X A A G G U U X X A A A X U XU AX AX A G A G UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG XU XU AXU G UG UG XU XU AXU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G XU AX AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX G G U G U U X X A A G G UG UG XU XU AX AX A A G G U U X X A A A

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find it?

While our logo shows up throughout the

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explanation of where and on what page it’s

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AXUG® Magazine. Let’s play again. Hidden

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T Scott TropRockers Band provid provided some Floridian charm during the Regional Chapter meetings during durin AXUG® Summit 2013. If there was a song about Microsoft Dynamics AX, what would the title be?

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

Q2/Q3 2014 | 49

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 54 Horizontal................Page 58 Services...................Page 65

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

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

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

Commodity Trades

Agriculture

INDUSTRY

Total Dynamics Solutions, LLC Scalable Data Systems http://www.scalable.com.au/products/ commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.

Scalable Data Systems http://www.scalable.com.au/products/ commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.

http://www.totaldynamicssolutions.com 877-855-8860 CPG Toolkit for Your Entire Organization • NO User/Seat Licensing Costs • Item & Customer Profitability • Multiple Scenario Analysis • Variance Reporting • Top-down/Bottom-up planning by skew, cust, category etc.

Apparel/Footwear

Consumer Packaged Goods

Cross Industry Solution

Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741 Apparel & Footwear Template Extends the native apparel and footwear functionality in Microsoft Dynamics AX. Order Matrix, Season Codes, Color/ Size/Configuration Scales, Customer Ship-To/Mark-For Addresses, Master Production Orders.

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

Automotive Data Masons Software

CuroGens, Inc. http://www.curogens.com • 317-815-8120 Vehicle Management System for Microsoft DynamicsŽ AX 2012 VMS provides a comprehensive solution for automotive manufacturing companies that works from order placement over VIN/HIN assignment in production to sales/service and managing dealer networks.

Data Masons Software http://www.datamasons.com • 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.

Chemials Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

KEY:

Axapta

Great Plains

54 | AXUG Magazine

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

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

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

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

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!

Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/ Azure Cloud/On Premise Requisition, PO Mgmt., AP Invoice Automation, Travel/Expense Reporting.

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

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

Customer Relationship Management

Retail Management System

Greenshades Software http://www.greenshades.com/ 888-255-3815 ext. 2 NEW: Greenshades Year End Forms With electronic distribution, print to blank paper and full automated mailing services, thousands of Greenshades clients make creation, distribution and electronic filing of 1099, W-2 and 1095-C forms hassle free.

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

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

Liaison Software Corp

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

Solomon

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

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).

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

Point of Sale

Isis, Inc.

Paramount Technologies

Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.

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

Equipment Dealers Scalable Data Systems http://www.scalable.com.au • 425-931-9972 Enterprise Asset Management Maintain operations and ensure crucial assets are not offline. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.

Equipment Rental and Leasing

SYCOR GmbH http://www.sycor-group.com/rental +49 551 490 2491 NEW: Sycor.Rental AX 2012 solution for individual & bulk rentals, trade of mobile goods. Full rental life cycle with key features: graphical scheduling, transport mgmt., service & maintenance, fleet mgmt., flexible billing methods, BI.

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

KEY:

Axapta

Great Plains

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.

Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.

Fleet Management

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specific functionality directly into the business layer of Dynamic AX’s architecture.

Increase revenue, profit margins and asset utilization.

InterDyn BMI http://www.erp4health.com • 866-264-3249 ERP4HealthŽ Financial Management Software powered by Microsoft Dynamics.

Business Systems Integrators

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your healthcare organization to meet the stringent HIPAA auditing needs across your entire organization.

You can also help to eliminate risk of malpractice litigation by recording your user's actions.

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

Horizons International SYCOR GmbH http://www.sycor-group.com/fleet +49 551 490 2491 NEW: Sycor.Fleet AX 2012 solution for fleet management.

Key features: graph. scheduling, transport mgmt., service & maintenance, vehicle data mgmt., vehicle history (costs, repairs, damage), BI & reporting, flexible billing methods.

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Food and Beverage

Metafile Information Systems, Inc.

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

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

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

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.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency.

Gain from our experience!

ASC Software http://www.ascsoftware.com • 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.

Navision

Solomon

Scalable Data Systems http://www.scalable.com.au/products/ commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.

Government Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

Customer Relationship Management

Retail Management System

Isis, Inc.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Paramount Technologies 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 • 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.

Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.

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

Point of Sale

Q4 2014 | 55

INDUSTRY

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.

Healthcare

INDUSTRY

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

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Home Furnishings Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741 Microsoft Dynamics AX for Home Furnishings Sunrise provides expertise in managing the complex home furnishings supply chain: container assembly and tracking, product families and sets, item master flexibility, product configuration, and mobile order entry.

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

mcaConnect http://mcaconnect.net • 866-622-0669 Microsoft Dynamics AX for Industrial Equipment Manufacturers Leveraging a clear manufacturing industry focus, mcaConnect provides innovative Dynamics AX solutions and services for mid-market and enterprisesize manufacturers, enabling clients to achieve competitive supremacy.

Scalable Data Systems http://www.scalable.com.au • 425-931-9972 Enterprise Asset Management Maintain operations and ensure crucial assets are not offline. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.

Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.

KEY:

Axapta

Great Plains

56 | AXUG Magazine

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

Lean Manufacturing mcaConnect http://mcaconnect.net • 866-622-0669 Areteium from mcaConnect Our Lean Enterprise solution bridges the gap between ERP and Lean. Backed by our breakthrough Lean toolkit, Areteium, we enable clients to make data-driven decisions to improve processes and enhance profitability.

Life Sciences Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

Perceptive Software https://www.perceptivesoftware.com /products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.

Maintenance Management eRPortal Software Group LLC http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations.

Scalable Data Systems http://www.scalable.com.au • 425-931-9972 Enterprise Asset Management Maintain operations and ensure crucial assets are not offline. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.

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

Navision

Solomon

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency.

Gain from our experience!

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

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

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

eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

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

HighJump Software http://www.highjump.com 800-328-3271 ext. 2201 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.

Customer Relationship Management

Retail Management System

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

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

RF-SMART http://ax.rfsmart.com • 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Scalable Data Systems http://www.scalable.com.au/products/ advanced-production-scheduling-module 425-931-9972 Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers.

Scalable Data Systems http://www.scalable.com.au/ products/commodity-procurementfor-manufacturing • 425-931-9972 Procurement for Manufacturing Procurement of raw materials for manufacturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.

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

Point of Sale

ASC Software http://www.ascsoftware.com • 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.

Vertical Solutions, Inc.

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

http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.

Media and Entertainment

KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media trafficking.

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

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

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Retail Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency.

Gain from our experience!

Sierra Workforce Solutions Avalara, Inc. http://www.sierraws.com • 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.

Oil and Gas

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

HighJump Software

mcaConnect http://ax4energy.com • 877-244-6980 AX4energy Oil & Gas Solutions AX4energy provides a package of software and services designed for Oilfield Services companies and Downstream/ Upstream operations. Includes Upstream Exploration & Production and Joint Venture Accounting.

Pharmaceuticals Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

KEY:

Axapta

Great Plains

http://www.highjump.com 800-328-3271 ext. 2201 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽSuite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Navision

Solomon

Software Manufacturers

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

NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available.

Process CC in multiple countries. Handle complex transactions.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Metafile Information Systems, Inc.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Total Dynamics Solutions, LLC

Transportation NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.

Warehouse Management

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

Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

Software

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

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

Customer Relationship Management

Retail Management System

ASC Software http://www.ascsoftware.com • 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. eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Point of Sale

Q4 2014 | 57

INDUSTRY

Sunrise Technologies http://www.sunriseconsult.com • 336-722-6741 Microsoft Dynamics AX for Manufacturing Deep expertise in supply chain implementations. Get a tier 1, omni-channel, global solution for the lowest cost on the market, backed by Sunrise Global Support.

Wholesale Trade: Durable Goods HighJump Software http://www.highjump.com 800-328-3271 ext. 2201 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.

MT Mobility http://www.mt-mobility.com 641-753-5999 ext. 151 NEW: MT Mobility Mobile WMS integrating iOS app & rugged iOS device to extend Dynamics.

NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.

Sologlobe http://www.sologlobe.com 514-938-4562 ext. 206 NEW: Sologlobe Tier-1 Warehouse Management & Manufacturing Execution for complete inventory control and operational efficiency. Our web based solution is scalable & highly flexible with seamless integration using Web Services.

Tasklet Factory http://www.taskletfactory.com +45 96 354 500 Mobile WMS for Dynamics AX Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offline mode that integrate out-ofthe-box with Dynamics AX.

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

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

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.

Scalable Data Systems http://www.scalable.com.au/products/ landed-cost-module • 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Wholesale Trade: Non-durable Goods Scalable Data Systems http://www.scalable.com.au/products/ landed-cost-module • 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

HORIZONTAL

Horizontal Accounting Perceptive Software https://www.perceptivesoftware.com /products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.

Analytics Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency.

Gain from our experience!

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Asset Maintenance/MRO/ EAM

Barcode Data Collection

eRPortal Software Group LLC http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations.

Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.

eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

RF-SMART http://ax.rfsmart.com • 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Budgeting

Backup & Recovery Isis, Inc. deFacto Global, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard PG will backup your PCs and Servers across your entire organization.

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

Perceptive Software https://www.perceptivesoftware.com /products/perceptive-interact/applicationintegration/microsoftdynamics-ax.html 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.

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

Business Intelligence

Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right!

CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

KEY:

Axapta

Great Plains

58 | AXUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

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

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

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

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

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

Perceptive Software https://www.perceptivesoftware.com/ products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.

Check Printing Liaison Software Corp

Total Dynamics Solutions, LLC

MHC Software, Inc.

http://www.totaldynamicssolutions.com 877-855-8860 Business Intelligence Plus Toolkit for Your Entire Organization • NO User/Seat Licensing Costs • Dynamic Cubes (GL/Profit/&More) • Web-based Reporting • Dashboards • Admin Tools: Security/Scenarios/ Hierarchy/ & More

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.

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

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

KEY:

Axapta

Great Plains

Cost Accounting

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

Corporate Renaissance Group

Credit Card/Check Processing

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.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% efficiency in managing and auditing processes.

Gain from our experience!

Navision

Ariett http://www.ariett.com • 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Multiple Credit Card Integrations, Approval, Reconciliation & Receipts.

Gorilla Expense

Greenshades Software

http://www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corporate & personal credit card import, project accounting expenses, multi-currency, VAT/ GST features, policy setup & '1-click' integration to GP, NAV, SL & AX

http://www.greenshades.com/ 888-255-3815 ext. 2 NEW: Greenshades Year End Forms With electronic distribution, print to blank paper and full automated mailing services, thousands of Greenshades clients make creation, distribution and electronic filing of 1099, W-2 and 1095-C forms hassle free.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available.

Process CC in multiple countries. Handle complex transactions.

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Products Simplify and automate payroll tax requirements. Whether you have employees in one state or all 50, we help make filing and payment requirements easy and worry free with our Tax Filing Center and Payroll Tax Service.

Isis, Inc.

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

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

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Customer Relationship Management Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Q4 2014 | 59

HORIZONTAL

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

Commissions

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. mcaConnect http://mcaconnect.net • 866-622-0669 CRM We are a global leader in delivering Dynamics CRM/XRM solutions. Our success is exemplified by multiple Microsoft Partner of the Year awards and numerous customer success stories.

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

NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS. 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. Scalable Data Systems http://www.scalable.com.au/products/ landed-cost-module • 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

HORIZONTAL

Distribution

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency.

Gain from our experience!

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

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specific functionality directly into the business layer of Dynamic AX’s architecture.

Increase revenue, profit margins and asset utilization.

KEY:

Axapta

Great Plains

60 | AXUG Magazine

Sologlobe http://www.sologlobe.com 514-938-4562 ext. 206 NEW: Sologlobe Tier-1 Warehouse Management & Manufacturing Execution for complete inventory control and operational efficiency. Our web based solution is scalable & highly flexible with seamless integration using Web Services.

Document Management

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

Ariett http://www.ariett.com • 781-826-1120 Enterprise AP Document Management/Azure Cloud/On Premise Azure Cloud Document Service for AP invoice no touch processing.

Navision

Solomon

MHC Software, Inc.

CuroGens, Inc. http://www.curogens.com • 317-815-8120 SharePoint Document Connector for Microsoft DynamicsŽ AX 2012 SharePoint Document Connector for Microsoft DynamicsŽ AX 2012 is a customized solution that enables companies to merge the best features of Microsoft SharePoint seamlessly with Microsoft DynamicsŽ AX 2012.

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

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

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

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

E-commerce

Avalara, Inc. docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

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

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

Computer Pundits Corporation http://www.eCommerce21.com • 888-786-3487 eCommerce21Ž Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.

Liaison Software Corp

eBridge Connections

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

Attach supporting documentation.

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

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

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

Customer Relationship Management

Retail Management System

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

Point of Sale

EDI AIM Computer Solutions, Inc. http://www.aimcom.com • 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

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

Data Masons Software http://www.datamasons.com • 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

HighJump Software http://www.highjump.com 800-328-3271 ext. 2201 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf.

Our adaptable solutions manage the needs of 14,000+ global customers.

Scalable Data Systems http://www.scalable.com.au/ products/electronic-documentinterchange • 425-931-9972 EDI Streamline communications between customers/vendors. Key Features: Auto transfer between parties, Orders, Invoices, ASN’s & Multi location.

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

KEY:

Axapta

Great Plains

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.

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

Attach supporting documentation.

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

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

Expense Solutions Ariett http://www.ariett.com • 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Mobile, Travel Requests, CC Integration, w/ Policy Mgmt., & Receipts.

ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic Expense Management ReQlogic’s Expense Management module enables employees to enter expense reports using a browser or phone interface, or Import expense transactions from a bank or credit card account. Real time integration.

Field Service Management

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

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

http://www.fieldone.com • 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of field service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.

Vertical Solutions, Inc.

Gorilla Expense http://www.gorillaexpense.com 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corporate & personal credit card import, project accounting expenses, multi-currency, VAT/GST features, policy setup & '1-click' integration to GP, NAV, SL & AX.

Navision

Solomon

http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.

HR Management Corporate Renaissance Group http://www.employee-performance.com 877-711-0367 emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX HR. Online performance reviews, 360° assessments, goal management, succession planning, pay-for-performance, reporting & social feedback.

Customer Relationship Management

Retail Management System

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Paychex http://mystaffingpro.com • 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

Inventory Management Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

ASC Software http://www.ascsoftware.com • 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 efficiency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups. eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

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.

Invoicing Enhancement

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

Point of Sale

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HORIZONTAL

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

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

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Job Costing Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning • 425-931-9972 Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors.

Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning • 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total hours or start/end times.

HORIZONTAL

Sierra Workforce Solutions http://www.sierraws.com • 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 eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Horizons International

Payables Enhancement

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

Ariett http://www.ariett.com • 781-826-1120 Enterprise AP Invoice Automation/ Azure Cloud/On Premise Document Management w/Intercompany, 1099, New Vendor Management.

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

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

Pricing http://www.greenshades.com/ 888-255-3815 ext. 2 NEW: Greenshades Year End Forms With electronic distribution, print to blank paper and full automated mailing services, thousands of Greenshades clients make creation, distribution and electronic filing of 1099, W-2 and 1095-C forms hassle free.

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

Procurement Management

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Products Simplify and automate payroll tax requirements. Whether you have employees in one state or all 50, we help make filing and payment requirements easy and worry free with our Tax Filing Center and Payroll Tax Service.

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

Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/ Azure Cloud/On Premise Complete Requisition to PO to Receiving & AP invoice & Expense Reporting 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.

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

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

http://www.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.

MHC Software, Inc.

Paramount Technologies

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!

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

62 | AXUG Magazine

Greenshades Software

Paramount Technologies

Multi-Entity Management

Great Plains

Payroll Enhancement

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

MHC Software, Inc.

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

Axapta

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

Liaison Software Corp

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

KEY:

Portals

Navision

Solomon

Sierra Workforce Solutions http://www.sierraws.com • 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.

Customer Relationship Management

Retail Management System

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

Point of Sale

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

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

Production Planning Scalable Data Systems http://www.scalable.com.au/products/ advanced-production-schedulingmodule • 425-931-9972 Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers.

Productivity Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard Audit your users and ensure they are productive in their work. Locate inefficiencies and take proactive steps to increase productivity.

Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/ Azure Cloud/On Premise Complete Requisition to PO to Receiving & AP invoice & Expense Reporting.

Paramount Technologies 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.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning • 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total hours or start/end times.

KEY:

Axapta

Great Plains

Adra Match http://www.adramatch.com +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 file, open invoices and the customer register - the system matches all incoming payments.

Adra Match http://www.adramatch.com • +44 207 868 5171 ACCOUNTS – 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.

Reporting

Quality Control

Project Accounting Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning • 425-931-9972 Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors.

Adra Match http://www.adramatch.com +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.

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

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Navision

Solomon

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

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

Attach supporting documentation.

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

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Security

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% efficiency in managing and auditing processes.

Gain from our experience!

deFacto Global, Inc.

Isis, Inc.

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

http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your business to better secure your users & network.

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

Customer Relationship Management

Retail Management System

Shipping/Manifesting Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!

Point of Sale

Q4 2014 | 63

HORIZONTAL

Scalable Data Systems http://www.scalable.com.au/ products/commodity-procurementfor-manufacturing • 425-931-9972 Procurement for Manufacturing Procurement of raw materials for manufacturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.

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

Reconciliation

NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.

Supply Chain Management

Data Masons Software http://www.datamasons.com • 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.

HighJump Software

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency.

Gain from our experience!

HORIZONTAL

Tax

Arkieva http://www.arkieva.com • 302-738-9215 (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

ASC Software http://www.ascsoftware.com • 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.

http://www.highjump.com 800-328-3271 ext. 2201 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf.

Our adaptable solutions manage the needs of 14,000+ global customers.

NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS. 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. Scalable Data Systems http://www.scalable.com.au/products/ landed-cost-module • 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

System Enhancement

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

Greenshades Software http://www.greenshades.com/ 888-255-3815 ext. 2 NEW: Greenshades Year End Forms With electronic distribution, print to blank paper and full automated mailing services, thousands of Greenshades clients make creation, distribution and electronic filing of 1099, W-2 and 1095-C forms hassle free.

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Products Simplify and automate payroll tax requirements. Whether you have employees in one state or all 50, we help make filing and payment requirements easy and worry free with our Tax Filing Center and Payroll Tax Service.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-asyou-go pricing.

Time and Attendance

Isis, Inc.

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specific functionality directly into the business layer of Dynamic AX’s architecture.

Increase revenue, profit margins and asset utilization.

KEY:

Axapta

Great Plains

64 | AXUG Magazine

http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

System and Network Management Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

Navision

Solomon

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning • 425-931-9972 Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors.

Customer Relationship Management

Retail Management System

Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning • 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total hours or start/end times.

Sierra Workforce Solutions http://www.sierraws.com • 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.

Trade Promotion Management

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

Travel Expense Management

Gorilla Expense http://www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corporate & personal credit card import, project accounting expenses, multi-currency, VAT/GST features, policy setup & '1-click' integration to GP, NAV, SL & AX

Warranty and Claims Management Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user.

Generated claims can be tracked and managed.

Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.

Point of Sale

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

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

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

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

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

MHC Software, Inc.

Integrity Data http://www.u-linc.com 217-732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data Workflow and notifications anytime, anywhere in Microsoft Dynamics.

Works seamlessly within and across your existing system, is flexible and easy to use, improving organizational performance.

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

PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM. Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workflow Email Client Adv. Workflow Email Client allows you to approve, reject or redirect workflows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. Workflow is required.

Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workflow Adv Workflow enables workflows to launch automatically on defined criteria or events. Includes 50+ predefined Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.

Services Application Service Provider/Hosting

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

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.

Axapta

Great Plains

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.

Cloud Computing

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

Navision

Solomon

HR & Payroll Implementation & Consulting Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

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.

Custom Development NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS. Sierra Workforce Solutions http://www.sierraws.com • 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.

Customer Relationship Management

Retail Management System

Sierra Workforce Solutions http://www.sierraws.com • 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 Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right!

CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

Point of Sale

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SERVICES

KEY:

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

Comprehensive pricing model for SPLA or Subscription Licensing with financially backed uptime guarantee.

SSAE-16 audited data centers/SOX compliance.

NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS. Sierra Workforce Solutions http://www.sierraws.com • 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.

Managed Services

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

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 fill your sales pipeline.

SERVICES

Tornado Marketing, Inc. http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting.

10+ years in the channel. Websites. SEO. Copywriting.

Axapta

Great Plains

66 | AXUG Magazine

Dynamic Communities 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.

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

OnDemand Trials

mcaConnect http://mcaconnect.net • 866-622-0669 Managed Services for AX mcaConnect customers utilize our industry experts to maximize resources and AX ROI. Our proactive and disciplined approach makes processes repeatable and predictable. Includes AO, Optimization, and Reporting.

KEY:

Member Organizations

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

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-asyou-go pricing.

SharePoint Development Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

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

Strategic Services

Partner Support Service

mcaConnect http://www.mcaconnect.net • 866-622-0669 mcaConnect Strategic Services Strategic Services allow our clients to strategically leverage technology to achieve competitive supremacy.

Offerings include: business transformation, Lean/manufacturing excellence, and Strategic BI services.

Plumbline Consulting, LLC.

Training

http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.

Sales Tax Management Service

Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right!

CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

CuroGens, Inc. http://www.curogens.com • 317-815-8120 Dynamics AX Upgrade Assessor for Microsoft DynamicsŽ AX In just minutes, Dynamics AX Upgrade Assessor for Microsoft DynamicsŽ AX will estimate costs for your company to upgrade to the most recent version of Microsoft DynamicsŽ AX, including the latest cumulative update.

InterDyn BMI http://www.interdynbmi.com • 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of services and upgrades since 1985.

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

NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.

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

Navision

Solomon

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

Customer Relationship Management

Retail Management System

Point of Sale

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