2012 Spring - CRMUG Magazine by Dynamic Communities, Inc

1045 Broadway Fargo, ND 58102

Spring 2012 • www.CRMUG.com

PRESORTED STD

U.S. POSTAGE PAID

Fargo, ND

Permit No. 684

PRESORTED STD

U.S. POSTAGE PAID

Fargo, ND

Permit No. 684

PRESORTED STD

U.S. POSTAGE PAID

Fargo, ND

Permit No. 684

Business Intelligence Best Practices

More Tips & Tricks Than Ever Before!

PRESORTED STD

U.S. POSTAGE PAID

Fargo, ND

Permit No. 684

PRESORTED STD

U.S. POSTAGE PAID

Fargo, ND

Permit No. 684

Interview with Murat Ozturan, Microsoft

PRESORTED STD

U.S. POSTAGE PAID

Congratulations to the 2012 Customer Excellence Award Winners

Fargo, ND

Permit No. 684

PRESORTED STD

this Issue:

U.S. POSTAGE PAID

Fargo, ND

Permit No. 684

Magazine

PRESORTED STD

U.S. POSTAGE PAID

Fargo, ND

Permit No. 684

PRESORTED STD

U.S. POSTAGE PAID

Fargo, ND

Permit No. 684

Email 34%

Adwords 20%

Social 10%

Website 23%

Forms 13%

Marketing Power for Microsoft Dynamics CRM

E-mail

Web Forms

Click Tracking

Lead Scoring

Surveys

Landing Pages

Discover why over 600 Microsoft Dynamics CRM customers trust CoreMotives www.coremotives.com info@coremotives.com

Atlanta (404) 537-2320 London + 44 208 123 7246

spring 2012 www.crmug.com

contents

» » »

this Issue:

Magazine

Congratula tions to the 2012 Customer Excellence Award Winners

Interview with Murat Ozturan, Microsoft

Business Intelligence Best Practic es

More Tips & Tricks Tha n Ever Before!

In Every Issue From the Director . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Spring 201 2 • www.C RM

UG.com

Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Welcome to Our New Members . . . . . . . . . . . . . . . . . . . . 8

CRMUG Word Find . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

News . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Name That Photo Contest . . . . . . . . . . . . . . . . . . . . . . . 28

Academy Corner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

The List, from The Partner Channel . . . . . . . . . . . . . . . . 29

Features Meet the Board . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Make Plans to Attend CRMUG Summit 2012 . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Business Intelligence Best Practices . . . . . . . . . . . . . . . 14

Tips & Tricks Adding Phone Number Auto Formatting. . . . . . . . . . . . . 22 VAR Partner Member Showcase Sonoma Partners LLC . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Great Leaders are Consistent. . . . . . . . . . . . . . . . . . . . . 16

ISV Partner Member Showcase Scribe. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Microsoft Member Showcase Murat Ozturan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Tips & Tricks Global Option Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Tips & Tricks Being Discreet, Managing Roles, and Re-activated Cases . . . . . . . . . . . . . . . . . . . . . . . . . 20

Tips & Tricks Tracking Contents When They Move . . . . . . . . . . . . . . . 27

Advertiser Index CoreMotives LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

AssureSign, LLC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

WennSoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

ClickDimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Experlogix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

PowerObjects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 ®

Magazine Spring 2012

â&#x201E;˘

The Missing Link

to flexibility. to collaboration. to growth. WennSoft ÂŽ Evolution â&#x201E;˘ is the ideal business operations software solution for companies focused on work order management, asset management, installation, field service and maintenance. Flex. Install on premise or work from the cloud. Operate from mobile devices. Integrate with other packaged software, or use stand-alone. Collaborate. Centrally prioritize customer relationships. Create consistency across departments. Better manage resources to build a competitive advantage. Grow. Evolution puts you in complete control. Install the components you want now. Add functionality as needed. Built for the life of your business.

Is your solution missing something? Link to greater success today...and tomorrow at wennsoft.com/evolution.

(262) 821-4100

Convergence booth #710

from the director

summer2011 www.axug.com

By Changing Nothing, Nothing Changes Happy New Year! Janet Lampert

S A

pring here!ahead For most this change s weislook to of anus, exciting new inyear, the seasons triggers I can’t help butcertain reflectresponses on 2011 – wemarvel undergo spring cleaning, and at the fantastic yearpack thataway our the wintercommunity clothes andhas pullexperienced. out the spring CRMUG® It’s wardrobe, startourthinking about summer hard to count many blessings, but I’ll vacations, walk with a little share with and you amaybe few ofeven my favorites. spring ourhave step. First,inwe been blessed with a fabuThe transition from winter to spring is lous group of volunteers that have helped an inevitable change, and onearound you likely plan, coordinate, and execute 190 welcome withwebinars. a smile. But Many how doofyouthese and educational your company respond example, what webinars have been led to byorganizational the Microsoft changes? DynamicsFor CRM most valustepsprofessionals does your team takeand (or Ishould you take) when you able (MVPs), can’t thank them enough forupgrade sharing to Microsoft Dynamics How should you prepare their knowledge. I’d also CRM like to2011? extend a huge “thanks” to all ofyour the infrastructure, andDynamics what can CRM you doUsers to help ensure CRM Users expert Microsoft that took your leadership roles adopt the change? within – and lent their expertise to – the CRMUG Special Interest I encourage Groups (SIGs). you to look to the CRMUG® community to help you through organizational someone We’ve these also types been of blessed with anchanges. Somewhere, awesome array of CRMUG has beenChapter throughleaders the process already – and to hasbuilding come out the other Regional that have committed the CRMUG side with loads of advice, tips, and expertise on how to best tackle the community within their local markets. It was a monumental initiaprocess (and what to in avoid!). CRMUG is full of people you who tive and achievement 2011 to launch quarterly chapterlike meetings in readily share their experiences and help learn from their successes. 27 locations, and 52 Users stepped up toyou take leadership roles. Thank engaged withwho the right Users is to participate in youOne to way eachtoofgetthese leaders openly share their Microsoft Special Interest (SIG) discussions. We have a numberdialogue of SIGs Dynamics CRMGroup experiences and help facilitate meaningful that meetUsers regularly connect, learn, and share ideas on a specific between in ourtovarious regions. topic of interest. Upgrading soon? Get involved the upcoming I can’t say enough about the fantastic group ofinCRMUG Mem“Upgrading to enormous Microsoft Dynamics 2011” meetings. And bers who put effort intoCRM making ourSIG CRMUG DayONEif you’re at Convergence in wildly Houston, be sure to join us for of theour opening and Summit conferences successful. The strength event programming continues to grow, and that has led to increased event attendance and more valuable networking opportunities. We experienced a record-breaking Summit attendance growth of 59 percent in 2011; hats off to all of you!

session of CRMUG DayONEisonalso Sunday, March You’ll hear from The CRMUG community blessed with18. a wealth of expert a panel CRMUG Members whowho willopenly share great on expertise ensuring VAR andof ISV Partner Members sharetips their strong adoption. with theUser CRMUG community. Their knowledge and experiences are While we’re change, I’d like to introduce several changes that invaluable, andtalking CRMUG and the Microsoft Dynamics CRM commuare happening the CRMUG team. Due the explosive growth nity as a whole within grow stronger because of theirto contributions. of And our lastly, CRMUG community the last year, makingfor some I’d like to thank over the CRMUG boardwe’re of advisors the organizational to helping better serve CRMUGforMembers. I will investment theychanges make in guideour CRMUG, the time they be moving outme of navigate the CRMUG director role and into the leadership spent helping my first year as CRMUG director, and for of a newly formed evangelism Member services team that will focus exclusively their never-ending of CRMUG. onLooking enhancing your Ioverall Member I invite ahead, am excited forexperience. what 2012With has that, in store for you to welcome Tony Stein,joined our new CRMUG has a CRMUG. You’ve no doubt CRMUG as adirector. Tony means of connectlongwith history the Microsoft Dynamics having ing otherinMicrosoft Dynamics CRM CRM Users,community, and I am commitworked on the Microsoft Dynamics team for 10 years. I’m excited ted to facilitating new and effective ways to help you accomplish just about theCRMUG strong leadership fresh ideas that. My New Year’sand resolutions are:that Tony will bring to our will join ouryour teamissues, at Convergence in Houston, and he » group. He To better understand allowing me to develop prolooksgramming forward to meeting as many you as possible! Tony can be that best meets your of needs. reached at Tony@CRMUG.com. » To provide a larger variety of programming for ALL roles within I hope enjoy this issue of the CRMUG Magazine and I hope to your you organization. connect with you the in Houston. » To improve daily service we offer to you by responding Cheers! quickly and accurately to all your requests. » To offer you a great return on your membership investment. Thank you for your contributions to a successful 2011; here’s to an excellent 2012! Cheers, Janet Lampert CRMUG Director

Janet Lampert CRMUG Director

This Thislabel labelonly onlyapplies appliesto tothe thetext textstock. stock. Spring 2012 Winter

Quote and Order Automation Solutions for Microsoft Dynamicsâ&#x201E;˘ CRM

Experlogix Product Configurator Visit us at Convergence Booth 224 or Experlogix.com

events April

April 3 – Best Practices in Workflow April 4 – SIG: Marketing April 5 – SIG: Public Sector April 10 – SIG: Professional Services April 10 – SIG: Financial Services April 13 – SIG: CRM Administration April 18 – Partner Showcase: ClickDimensions April 19 – User Group Information and Orientation April 19 – SIG: Non-Profit April 24 – Partner Showcase: Broadlook April 25 – Partner Showcase: Microsoft Dynamics CRM + TARGIT Business Intelligence = Seamless Integration

May

May 2 – SIG: Marketing May 3 – SIG: Public Sector May 10 – SIG: Social CRM May 15 – Round Table: Social CRM? Step #1 = Good Data May 17 – Sales Force Automation Best Practices May 22 – SIG: CRM Administration May 31 – How to Present and Sell CRM Internally

June

June 6 – SIG: Marketing June 7 – SIG: Public Sector June 7 – Partner Showcase: Experlogix June 12 – SIG: Financial Services June 12 – SIG: Professional Services June 21 – SIG: Non-Profit

Spring 2012

Welcome to Our

New Members CRMUG® is adding new Members (with new Microsoft Dynamics CRM expertise) every day! Less than two months into 2012 we have added 493 individual Members to the CRMUG community, bringing the group’s grand total of Member organizations to 1,866. Welcome to our new Members, and to all Members, thank you for your participation and continued support! Each new Member organization adds value not only to their own company, but also to the entire community as they share their knowledge and experiences. We want to recognize those Members who have invested in CRMUG Premium membership thus far in 2012 as well as our Premium Partner Members. Thank you! Please note that these organizations have given CRMUG permission to share their name publicly.

Premium Members Added in 2012 12th Man Foundation

Education Management Corporation

Myriant Corporation

Amway

Galore Resource Inc.

Plexis Healthcare Systems

Dutchman Tree Farms

HB Group Inc.

Wells Fargo

Premium Partner Members Added in 2012 AssureSign LLC

Again, thank you for your contributions, and welcome to CRMUG! If you, too, want to explore the benefits of CRMUG Premium Membership and take advantage of membership opportunities, simply visit www.CRMUG.com > Join CRMUG. Our Premium Members are the lifeblood of our organization and enable us to continue to provide valuable networking, educational events, and solution-specific programming.

CRMUG Magazine

meet the board Anne Stanton

Company: FM Global | Location: Johnston, Rhode Island | Email: Anne.stanton@fmglobal.com Title: Principal Business Analyst | Industry: Insurance Board Member Since: 2010 | Microsoft Dynamics CRM User Since: 2004 What has been your greatest benefit from being a CRMUG Member? Networking and the educational material I’ve gained from webinars.

Company: 1st Farm Credit Services | Location: Bloomington, Illinois Email: Hgillis@1stfarmcredit.com | Title: Business Analyst | Industry: Financial Services Board Member Since: April 2010 | Microsoft Dynamics CRM User Since: May 2006 What has been your greatest benefit from being a CRMUG Member? The learning and knowledge gained from attending webinars and Summit, as well as networking with other Members. It’s not only the CRM knowledge, but also the knowledge with business processes and best practices.

Hugh Konigsmark

Company: Tyco Flow Control | Location: Houston, Texas | Email: Hkonigsmark@tycovalves.com Title: Director Business Development - CRM | Industry: Flow Control Board Member Since: November 2010 | Microsoft Dynamics CRM User Since: April 2010 What has been your greatest benefit from being a CRMUG Member? I have been able to learn more about the actual experiences of other Microsoft Dynamics CRM Users regarding their deployment and adoption issues. This has allowed me to avoid issues and take advantage of solutions.

Company: Wipro Ltd. | Location: Redmond, Washington | Email: v-Syeali@microsoft.com Title: CRM Architect | Industry: e-Commerce Board Member Since: 2010 | Microsoft Dynamics CRM User Since: 2004 What has been your greatest benefit from being a CRMUG Member? It helps me to understand how the Microsoft Dynamics CRM features and functionalities can be used by different industries with different objectives.

Teresa Crossland

Hansel Gillis

Syed Anwar Ali

Company: Philips Respironics | Location: Murrysville, Pennsylvania Email: Teresa.crossland@philips.com | Title: Program Manager | Industry: Healthcare Board Member Since: 2009 | Microsoft Dynamics CRM User Since: 2006 What has been your greatest benefit from being a CRMUG Member? The information and connections from webinars and events.

Stay tuned to meet more board members in the next issue of CRMUG Magazine! Spring 2012

Congratulations to the following companies for winning Customer Excellence Awards! All of these companies are CRMUG速 Members and Microsoft Dynamics CRM Users.

Our congratulations also go to the following CRMUG Members for achieving finalist status in the awards process.

Centene Corporation 2012 Industry Excellence Award

Booz Allen Hamilton FIS Global Magma Design Automation McCain, Inc. Microsemi Corporation OptimizedNow OSI Systems, Inc.

DENTSPLY International, Inc. 2012 Dynamic Business Award Partner: Tectura

The award winners will be recognized during Convergence 2012 Houston and the full list of winners is posted on the Convergence website.

Ball Corporation 2012 Technology Innovation Award Partner: Pariveda Solutions

Safety-Kleen 2012 Operations Agility Award Partner: PowerObjects United Stationers Supply Co. 2012 Cloud Transformation Award Partner: MBS Dev, Inc. Wellmark Blue Cross and Blue Shield 2012 Ongoing Evangelism Award Partner: Avanade

CRMUG Magazine

news CRM Engineering Team Evolves Technical Preview Programs

he Microsoft Dynamics CRM engineering team hired Jim Doran

teams who are in the process of deploying the next version of

in September 2010 to lead and evolve the Microsoft Dynamics

CRM in production prior to release or shortly thereafter. Also,

CRM Technical Preview Programs (TPPs), including the Technology

the TAP focuses on enabling our key ISVs to learn about the new

Adoption Program (TAP), Early Adopter Program (EAP), and the

features first so they can design and build new solutions, upgrade

Public Beta program (PB). Jim’s a member of the Microsoft-wide

and extend existing ones, and generally stay in lock-step with the

TAP Leadership Team, has been a member of the business solutions

Microsoft Dynamics CRM engineering team. Finally, TAP is the

division for 11 of his 12 years at Microsoft, and previously led the

place for our MVPs to have access to the latest drops of the next

Microsoft Dynamics AX Technical Preview Programs area and team.

version of CRM.

He brings a wealth of experience and expertise to this function of the Microsoft Dynamics CRM engineering team.

Next, the EAP also includes TAP personas plus training Partners, authors, Microsoft field reps, and anyone else with a valid business

“I look forward to designing and executing on best-in-industry

case for very early access to next version of Microsoft Dynamics

Technical Preview Programs intended to accelerate the pace of

CRM. The EAP is test-only access and runs in tandem with the TAP,

evolution of Microsoft Dynamics CRM on behalf of the business

same timeline, with the same early access to the same bits as TAP. The

needs of our end Users, Customers, ISVs, and system implementing

primary difference between the two is the expectations don’t include

(SI) Partners,” says Jim.

pre-release production deployment or pre-release ISV solution

What’s new? The Microsoft Dynamics CRM TPP team is offering

development.

an array of programs that enable them to accept all nominees.

Finally, the Public Beta includes all of the aforementioned persona

Also, the Microsoft Dynamics CRM TPP team offers a perpetual

types plus Customer prospects. The PB will occur for all major

nomination process, accepting nominations for its TPPs with no

releases, about 60 to 90 days prior to release, and does not require

nomination deadlines. They are always open for business, just like

any additional legal agreements. The PB is primarily focused on

many of you!

enablement and launch impact.

What programs is the team offering? First, a TAP program that

Sound

good?

Want

get

involved?

Please

contact

includes key Customers, SI Partners, MVPs, MCS, and critical

CRMTAPBETA@microsoft.com, and the team will reply with the

ISVs. The TAP program focuses on enabling Customer/SI Partner

nomination steps.

CRMUG

Spring 2012

CRMUG summit Think the view is amazing? Just wait for the

experience!

The CRMUG Summit is the premier annual conference for Dynamics CRM users, CRMUG Partners and key Dynamics CRM personnel from Microsoft. Summit is an intimate, compact and easy to navigate Microsoft Dynamics user hosted event. Users and industry experts come together to share business ideas and knowledge on Microsoft Dynamics CRM. “Summit is absolutely a must attend for the great sessions, great presenters and educators and just the whole networking aspect.”

– Andreas Kraemer, Sr. Manager of Client Engagement at AARP

October 15-18, 2012 Washington State Convention Center Seattle, Washington

summit SEATTLE

CRMUGsummit.com Spring 2012

A Holistic Perspective by Dr. Morten Middelfart

n my mind, business intelligence is all about creating business results. It sounds simple, but in reality many times I see organizations being highly focused on generating a specific report or chart with no regard to the overall purpose. It may seem innocent…what could happen? Why don’t we just generate the charts and reports we want; surely more information is better than less, right? Well, the true problem of focusing on just generating a report or chart is found in what happens next. Once we have a piece of information, we will tend to find some sort of surprise, something we want to understand deeper, and that drives another report or chart. This multiplication of questions is a natural function of businesses learning while they operate. Or said in another way, if we keep doing the same mistakes over and over, there would be no reason to ask any deeper questions since we would already have a report that addressed the following question. Luckily most businesses learn – those that don’t, die! A learning organization poses a big challenge to the development of a successful business intelligence implementation, since it is by definition a project that never ends. It is in fact a problem that exponentially grows in size during implementation since User functional requirements multiply as we move from the strategic levels towards the operational levels, in addition to the multiplication of requirements generated by learning itself. Moreover, the number of questions and the pace of learning are higher at the operational level since decision cycles are shorter here as compared to the strategic level. Failure to recognize the dynamics of learning and the nature of decision cycles from strategic level to operations will make a business intelligence implementation fail. There are typically two types of failures: delusion or confusion. Delusion: business intelligence simply doesn’t deliver what we hoped. This scenario occurs when we try to have a few people produce all the output, and typically a lot of reports, for everyone else. If this project starts from the strategic level, it will seem to be delivering successful in the beginning, but the report builders will feel that more and more requests are coming in as people start using their information. If the ambition is to deliver business intelligence to the entire organization, they will feel requests starting to explode as they

CRMUG Magazine

move deeper into the organization. Unless the group of report builders is huge (almost as large as the total number of decision makers!), the number of requests for new information will be snowballing into a workload that will prevent them from ever delivering to all Users. People at operational levels will feel that they do not get the information they need, and thus the world remains close to unchanged for them even though a business intelligence project at this time has most likely lasted months. The delusion is complete. Confusion: we produce a lot of chart, reports, and dashboards, but the information does not add up. The complete opposite to the highly centralized developer approach is to let go of control and let Users and business units cater themselves with little or no integration. In this scenario we are pretty good at producing reports and charts at all levels, but continuously we will find people arguing about what are the “real numbers”. This is an acceleration of the problem that perhaps most have seen, where, for example, a financial manager appears in a meeting with a different revenue figure from the sales manager. Even though the numbers are close, the discussion is highly likely to be about data quality rather than about reacting on the trends and problems at hand. In the confusion scenario, decision cycles are in fact running backwards since we have to go back to the systems and double-check. Thus a lot of unproductive energy is spent arguing about what is the right course of action. In reality, the confused organization is worse off than the organization with no information since at least with no information there would not be the same loss of internal energy. Confusion drains the organization while it can even stimulate political agendas since multiple versions of truth thrive in it. Solution: integration of all BI disciplines in decision cycles. The method to avoid both pitfalls is to recognize that it is all about the Users’ decision cycles as opposed to the individual report and chart. In principle, if we think about anything we do as supporting a better and faster decision – as opposed to the specific report – then an entirely new type of system emerges. For example, if you have been working with business intelligence systems already, have those systems completely integrated reporting and analytics? If you are in an organization that learns, then there cannot be a report without the need to analyze, simply because whenever something goes wrong or an opportunity presents itself, it will be something new. Therefore, prefabricated reports will not accommodate for the changes occurring in the real world, but analytics will provide that flexibility. On the other hand, reports and dashboards are excellent tools for creating a frame of reference that aligns the organization’s efforts and keeps focus on its goals. Recognizing that all these disciplines are tightly interlinked is the key to a successful business intelligence implementation that renders the complete organization informed, powerful, and agile. If Users can move freely between predefined goals (on reports and dashboards) as well as analytics that cope with the unexpected (problems and opportunities), any User will be able to travel a decision cycle end-to-end, from the moment something happens to the time when something is done about it! The system now supports all steps including decision and action, the two quite important steps that follow any understanding (analysis) of any piece of information about where we are and where we want to go as an organization.

Data quality, availability, and security are still important. A lot has been said about making sure that the data is correct before we can even start thinking about a business intelligence system, and it is of course true that we need data in a certain quality before BI even makes sense. However, most (any) organization today has at least a financial application, allowing it to file taxes without going to jail. My point is that the data residing in many systems used for operations are definitely good enough to base decisions on; why else would we run our operations on them?! Most likely, there are also a number of applications that can build a pretty good database for business intelligence automatically based on these operational systems. In other words, the attitude where IT staff will say that 80 percent of the work is about getting the data right is getting old. In fact, I think that this statement completely sets a project up to fail by design since it is neglecting the exponential pluralism in User decision needs mentioned earlier. It is, however, true that IT staff has an important role in ensuring data availability, quality, and security, which should not be taken lightly. This being said, it is important that IT staff does this with the sole purpose of catering the decision cycles organization-wide, and thus they should ensure that the systems they build and maintain support the User to move freely between the business intelligence disciplines, not confining them within a predefined reporting paradigm. So whenever a project is scoped to spend 80 percent of the time gathering and building a database, scope again! Make sure that at least as many resources are dedicated to making sure Users can actually make fast and better decisions in whatever they do; dedicate at least 50 percent of project resources to this! The future is synergy rather than just efficiency. Until this point, we have concentrated on Users’ efficient decision making throughout an organization. The next step, and an important challenge in the future, is not just being able to be efficient in the decision process; it is about synergy. Synergy is when we start running decision cycles that are not possible for a human without a computer. The thought about synergy as the ultimate practice arises from the idea behind high-performance teams, where people team up to have other people shield their weaknesses and thus be able to fully exploit their strengths. If we apply the same thoughts to the human/ computer scenario, I think we still have some road to travel, since synergy is built on the foundation of trust. First we need to trust the systems to the extent where we do not need to go backwards in decisions to verify data and information quality. Secondly, we need to trust computers to undertake some tasks autonomously. For example, do we prefer to enter a system and pull a given report ourselves, or are we using a computerized agent to let us know when to look at a report, or perhaps even what to look for? Most people are still most comfortable pulling information instead of trusting a computer to push information when relevant. However, if we arrive at a point where we do trust the systems to do more, the benefits in reaction time and resource utilization are obvious. We would be able to run our organizations more efficiently and make much more radical maneuvers than we ever could as people. If only we could trust our business intelligence system! CRMUG To get better acquainted with Dr. Morten Middelfart’s research, patents, and future presentations visit www.targit.com/research. Spring 2012

by Tracy Faleide recently walked into the men’s bathroom by mistake while visiting friends at a hotel lobby restaurant. Fortunately for me and everyone involved, my presence in the men’s bathroom caused little alarm, except for my embarrassment. Afterward, I wondered about how it happened. I have walked into the wrong bathroom only one other time in my life. In both instances, the placement of the men’s bathrooms in relation to the women’s bathrooms weren’t what I was expecting. Now that I’ve spent a while thinking about it, I realize that I expect women’s bathrooms to be on the right and men’s

CRMUG Magazine

bathrooms to be on the left. Both the men’s bathrooms I mistakenly walked into were on the wrong side, at least from my perspective. I’m quite sure I haven’t been the only person to find themselves in the wrong place in these two inconsistently designed buildings. I tell you this to illustrate that consistency is important in every aspect of our lives. It keeps traffic patterns flowing as smoothly as possible. It keeps thousands of people moving steadily through even the longest of airport security lines. It even helps us endure sometimes uncomfortable family situations because — even though

we get irritated by Aunt Edna’s constant criticisms — we are prepared for them. Consistency is as essential for leaders as it is for busy waitresses or pet owners training puppies. Many of us have experienced the fallout caused by erratic, unpredictable leaders. Remember the times you turned in what you thought was a good report only to discover your manager had changed the rules on the fly, and you had to suffer through a dressingdown and a complete redo? Or, how about the times you led projects to near completion only to have an unpredictable leader surprise you with a last-minute review that brought you and your team back to square one with only a few days to respond? Whether it’s in mood, expectations, involvement, promptness, policies, or lines of questioning, being a consistent leader is critical to the success of your organization…and to the mental health of your team members. Since I have yet to achieve consistency in any aspect of my life (except, I guess, for my consistent avoidance of morning workouts), I’ll describe an inspirational leader to you — a leader I look forward to being around and learning from. I’ll call him “D.” When D enters a room, he doesn’t fill the space with his ego. In fact, he’s typically a few minutes early, peacefully waiting for others to join. D listens attentively and doesn’t distract himself or others with e-mail or side conversations. D asks relevant, thoughtful questions that help others form strong conclusions and strategies. D offers his opinions instead of imposing them on the group. D displays grace under pressure, even in the most stressful of situations. D searches for solutions instead of someone to blame. When D is involved, meetings and projects stay out of the ditches and remain focused on customers. In short, D is a consistent, quiet hero who I surreptitiously try to sit near in hopes his state of being will rub off on me by osmosis. In case you’re thinking D is an amalgam I made up to illustrate a point, let me assure you he is real. I’ve had the honor of working with him for 25 years and have never once seen him being anything other than calm, open, helpful, optimistic, and most of all, consistent. And, if you’re like me and doubt it’s even remotely possible to be like D for more than an hour at a time, here’s the advice he gave me and other new managers long ago. »» Think hard about how you want to be

treated, and conversely, how you don’t want to be treated. Do more of the former than the latter until treating others the way you want to be treated becomes a habit. »» Nobody likes to be caught off guard. It leads to embarrassment, defensiveness, and avoidance. Even if you’re introducing just a small change, allow time and space for people to understand, prepare, and respond. »» Leadership isn’t a thing; it’s a state of being. Twenty years from now, no one will remember the projects you led or the decisions you drove. They’ll remember who and how you are, and how you treat others. Well, D, it’s been more than 20 years, and you are absolutely right. I don’t remember the projects we worked on together or even what my role was when you were my manager. But I’ll always remember and be inspired by who and how you are. CRMUG For help being a consistently great leader, or to find out who D really is, contact Tracy Faleide at Tracy@bellwetherworks.com.

Spring 2012

Murat Ozturan, Microsoft

urat Ozturan joined the Microsoft Dynamics CRM team five years ago to re-engineer the way the product presented itself to the enterprise market. Whereas some titles are generic in nature, Murat’s title of “program lead for engineering for enterprise” quite aptly represents his team’s goal to bring a holistic, enterprise mentality to the product’s design. CRMUG® sat down with Murat to learn more about this initiative, the product’s direction, and what he enjoys most about time spent with CRM Users. CRMUG: You joined the Microsoft Dynamics CRM team with a pretty specific directive. How did you gain the enterprise experience that’s been essential to creating success on that team? Murat Ozturan (MO): I’ve been with Microsoft 18 years in total, and my time prior to the last five years with the CRM team was spent in the field working with enterprise Customers and Partners, most of which were in financial institutions. Seven years ago I moved to the United States to manage the Microsoft alliance with Accenture and Avande and was responsible for the technology transfer to their offerings. When I joined the CRM team, my responsibility was to create a group that focused on bringing enterprise-level knowledge to the development team. We created the concept of engineering for enterprise, E2. You won’t hear this, and you won’t hear this from any other Microsoft product as it’s unique to the CRM team. My team has three challenges. The first is to be the subject matter experts on enterprise scenarios and work with feature teams to help build that expertise into the product. Another is to be the face of the research and development (R&D) team and work closely with ISVs, Partners, and Microsoft field to transfer our knowledge to the Customer projects. The third is to further the adoption of Microsoft Dynamics CRM within Microsoft.

CRMUG Magazine

Microsoft has historically used a lot of other products for its CRM needs, and I’m proud to say that today there are no competitive CRM products left in Microsoft. We have more than 40,000 unique Users and more than 65,000 seats using Microsoft Dynamics CRM in their day-to-day jobs. CRMUG: That’s a large project in and of itself! How have you deployed Microsoft Dynamics CRM to all those groups? MO: There’s a specialized team in IT, and they manage the 40 plus instances we have of Microsoft Dynamics CRM. Those instances range from a team of three to six people to some instances serving more than 13,000 Users. We also have more than 40 test and development environments in addition to the live environment. Microsoft IT provides an instance to the business and lets them build and implement their own solution or work with IT to customize the out-of-the-box experience. CRMUG: You’ve seen a lot of progress in five years. MO: It’s been great, but it is not finished yet. We are also working with Microsoft IT to move all these instances to the cloud within several years. CRMUG: Will you be at Convergence this year? What do you enjoy most about the event? MO: Yes, with a large portion of my team. Many people don’t realize that we bring a lot of our R&D team to Convergence. This year we have more than 40 R&D team members attending the event, covering all aspects of Microsoft Dynamics CRM, and our core purpose is to meet and talk with Customers to understand how the product is utilized and what they would like to see in the future releases. CRMUG: What do you find most valuable about that time with Users?

showcase microsoft member

MO: It’s a two-way conversation and a great time for us to brainstorm ideas with Customers. We’re able to do that in a short period of time and with many different Customers. It’s very valuable to hear firsthand the reaction of Users to our product. One of the things I always say is that people mistakenly think that because we’re building this race car, we’re also the magic drivers that go with it. We’re much more the mechanics; we don’t drive the product every day, and it makes a major difference when we go to Convergence and talk to the people who are in the driver’s seat. If they don’t like how things move from gear three to four, but can’t pinpoint the exact problem and we hear that from multiple people, we can go back to that area of Microsoft Dynamics CRM, look at it, and fix it. CRMUG: That’s a great analogy. What advice do you have for Users who won’t be at Convergence this year? MO: One of my team’s responsibilities is community, and CRMUG is a very valuable group of Users and a great way of sharing the information that comes from Convergence. Another idea is to leverage the blogs and forums we produce as we’re always posting our latest info there. Finally, make plans to attend a future event. I was lucky enough to attend this past fall’s CRMUG Summit, and our team will continue to be part of those events and Convergence. CRMUG: What advice do you have for Users who are prepping for the next update of Microsoft Dynamics CRM? MO: One of the most important things is that it’s a learning experience for both Users and Microsoft. Gone are the days when you’d have a version change every three years. It’s a cultural change for us as well as the people using the software to have a release every six months, but it’s the way business is headed. The key things that are coming up in R8 are cross-browser and

CRM

performance enhancements. People will be surprised by the quick response of the screens and the information flows with it. We also have more online features, including more integration with Microsoft Office 365. I recommend that Users get involved in our technical preview program to share their feedback with us and better prepare themselves for what the next release will bring. CRMUG: Does the statement of direction include all the new and upcoming features? MO: We have a very clear three-year plan with delivery milestones every six months. Every six months we tweak that plan as we look at the market’s response to the last update and shuffle features that were going to be released later to sooner – and sooner to later – based on Users’ responses. In the past when Users sent a request, it could be three or four years before you saw a next release, and you might forget what you wanted to see updated. Now you might see it in six months and think “wow – they’re actually responsive!” It’s also a nice rhythm for Users as previously the upgrade process became a migration and not an upgrade. If you’re doing this in small increments, it becomes an update rather than a big deal. For example, mature internet sites have updates all the time. You might notice a new click, new button, new information where it wasn’t before. This is already happening in our daily lives, and it’s becoming the norm of how we interact with solutions. It’s a balancing act to deliver on this new biannual schedule, but it’s powerful in the sense that we are trying to deliver the most impactful features in the next release and are able to shift our priorities based on what our Customers are saying. As a closing comment, I would like everyone to be active in the communities, follow Microsoft Dynamics CRM team blogs, leverage the forums, and join CRMUG. CRMUG

Spring 2012

CRMUG

tips & tricks

The Importance of Being Discreet

by Andrew Vogel he importance of Discreet Activities (and the importance of marking Activities as completed when they’re finished) for the purpose of documenting History with an Account or Contact, and/or for Reporting, should not be underestimated. At Cincom, we have seen a tremendous return

on using completed Activities to drive Reports. In the Cincom Acquire product group alone, we’ve added approximately eight hours per week of time NOT spent writing reports, and reports are generated real-time. Andrew Vogel is a lead generation specialist at Cincom Systems.

Managing Roles at an “All User Level”

by Heather Thigpen

anaging Security Roles can be a daunting task. We have found that creating a Security Role that has the minimum security for all Users is a great way to simplify your model. Let’s say for example all CRM Users (sales, marketing, and Customer care-type employees) are able to read all account records and all cases. Generally you would create a Security Role for each of your User types (sales, marketing, and Customer care) and individually grant them the read rights to account and cases. And in this scenario if your Customer care reps would be able to also edit cases, you would grant this only to that role. Seems simple and is actually manageable. But consider that you might have 20 roles, and now you

create a new entity and everyone is to be granted rights to read this entity. You would now have to go in and modify 20 roles to grant each one read rights to the new entity. So to reduce this task and simplify security, our recommendation is to create an “All Users” security role and make this the single role they must have before any others. In our example this “All Users” role would be granted to every User and would grant read rights to account and case. This way when you add the new entity which you now need to make sure everyone can read, all you need to do is update the All Users role, and the other roles simply stay unedited. Heather Thigpen is director of IT, customer systems at IHS, Inc.

Automatically Placing a Re-activated Case into User’s Queue

by Tim Beljavskis ur company is using Microsoft Dynamics CRM 2011 as a Customer service tool, which means we are creating lots of cases every day. One issue that we realized soon after implementation was that when a case needed to be re-opened by a User, the case would not show up in that User’s queue. This made it possible for the case to fall through the cracks more easily. I developed a custom workflow to resolve the issue. The workflow checks every case that has a change of status. If the case is being Canceled or Resolved, the workflow will stop with a status of “Canceled”. If, however, the status changes to “Active” (indicating that it has been re-activated), the workflow will create a Queue item record in the “Modified By” User’s queue for the case. Tim Beljavskis is a care projects - specialist at United Stationers Supply Co.

CRMUG Magazine

Academy Corner

J.R.

Halasz recently discovered CRMUG® Academy and wants to share its benefits with other Microsoft Dynamics CRM Users. J.R. is a Microsoft Dynamics CRM analyst III with Nalco Company, a new CRMUG Member that found value from its trial membership and decided that full membership would be a great value. J.R. attended his first CRMUG Academy class this fall in conjunction with CRMUG Summit in Las Vegas. Nalco is upgrading to Microsoft Dynamics CRM 2011 in the next couple of months, and J.R. wanted to gain greater insight into the preparations necessary for the upgrade. “The Academy class gave me a good idea of what will be needed,” says J.R. “It was definitely worth my while. The scripting of the class was accurate,

and I got everything out of it that I was expecting.” In addition to the technical insight, J.R. enjoyed the opportunity to discuss implementation scenarios with fellow Users. “The instructor was knowledgeable and really engaged in the class,” says J.R. “He wanted us to ask questions and gave us real-life scenarios, which are always a benefit.” J.R. is looking forward to his next class, which will likely be one of the Academy’s remote offerings as getting away from the office, especially in the midst and wake of an upgrade, proves to be a challenge. “I’d recommend that other Microsoft Dynamics CRM Users check out an Academy class,” says J.R. “It’s a great way to get the information I need while making connections with fellow Users.” CRMUG

To check out the CRMUG 2012 Distance Learning schedule, go to www.CRMUG.com > Academy > Distance Learning.

Spring 2012

CRMUG

tips & tricks

Adding Phone Number Auto Formatting to 2011 Forms

by David Sirbasku o add phone number auto formatting to Microsoft Dynamics CRM 2011 forms using centralized JavaScript code, which is referenced, rather than pasting the script in every field’s event which you had to do in Microsoft Dynamics CRM 4.0, set up your first centralized JavaScript file: 1. Click on Settings/Customizations, click on Customize the System 2. Click on Web Resources 3. Click on New On the New Web Resources page, enter a name for your JavaScript file like “CommonFunctions”, and select Script (Jscript) as the Type.

10. Click the Add button to add the CommonFunctions library you just published to be referenced by the form

11. Now for each phone number field on the form, select the field in the control dropdown, select On Change for the Event, and click the Add button to add an event handler for that field

4. 5. 6.

5. Click Save 6. Click the Text Editor button 7. Enter the script like this (note the reference to the context)

Click Save Click the Text Editor button Enter the script like this (note the reference to the context) 12. Now for each phone number field on the form, select the field in the control dropdown, select On Change for the Event, and click the Add button to add an event handler for that field

12. Select the Library you just published and type in the function name; make sure “Enabled” is checked, and for this type of reusable code check the “Pass execution context as first parameter” option 13. Click OK, save everything, and publish the form 14. Now you should be able to type 10 digits in the phone field and the script will format it. If you don’t type 10 digits, the script will leave the value in place. 15. Notice the clever new feature to pass the execution context, get the field without hardcoding the fieldname, and being able to reuse the central code from any form and any phone field.

7. 8. 9.

8. Click OK to close the Text Editor Click OK to close the Text Editor 9. Click Publish to publish the script and make it available to be called from forms 10. Next, customize a form with phone numbers such as the Lead form and Click on the Form Properties button in the toolbar Click Publish to publish the script and make it available to 11. Click the Add button to add the CommonFunctions library you just published to be referenced by the form be called from forms Next, customize a form with phone numbers such as the Lead form and Click on the Form Properties button in the toolbar

CRMUG Magazine

David Sirbasku is vice president of business intelligence at Profiles International, Inc.

showcase var partner member

S Company: Sonoma Partners LLC

Interviewee: Jim Prothe, director of marketing

Headquarters: Chicago, Illinois

Email: Info@sonomapartners.com

Website: www.sonomapartners.com/ mobile

Established: 2001

CRMUG® Partner Member Since: 2011

onoma is a Microsoft Gold certified Partner with a focus on deploying Microsoft Dynamics CRM to midsize and large firms. Working with Microsoft Dynamics CRM since the pre-beta release, they’re one of the longest standing CRM Partners and have more than 1,000 successful deployments, both on-premise and online, in their portfolio. They’ve also published books through Microsoft, with several versions available for purchase on Amazon. CRMUG: Tell me a little bit about your Customers. Jim Prothe (JP): We’ve had a lot of success in the professional services industries, particularly in accounting, architecture, and construction. Management and leadership in that space want one place to go to get their information, and we’re able to bring that information together through Microsoft Dynamics CRM. CRMUG: The shift to online deployment for Microsoft Dynamics CRM has created quite a change to the way Users and Partners alike run their businesses. What implications do you see most with the change? JP: We now have an effective comparison point to one of the largest Microsoft Dynamics CRM competitors, Salesforce.com. When clients request an online deployment, they may have been using or looking at Salesforce, but now they are looking for something that integrates with the technology they have and already use, such as Microsoft Office. Because of that, Microsoft Dynamics CRM Online is a good choice for them. CRMUG: What type of developments do you have coming for your Customers? JP: Our newest practice is enterprise mobility. We decided to start a mobile practice based on the consumerization of IT. There’s a lot of demand by our clients, and the market in general, to make data available on the iPad and other tablet devices.

Our approach is a little different than others in that we’re much more focused on use-case specific scenarios. Rather than building a one-size-fits-all product, we believe in studying the client’s use case and creating a custom app that improves their productivity in the field, such as enabling field reps to take advantage of features such as offline storage, location services, and touch screen functionality. Our first application has been released and is a mobile sales kit that focuses on offline access to sales material, collateral, and so on. A future offering will include more focus on location services and will be designed for field sales reps to find accounts near them, map locations, drill down on intelligence information, and find key stats so there are no surprises when they walk in for a visit. These first two applications are meant for the iPad, but we’re on a parallel development track for Windows 8 tablets. When they launch, we’ll be the first with enterprise-level apps for that device. CRMUG: What’s the biggest challenge when developing mobile apps for Microsoft Dynamics CRM? JP: It hasn’t been the development of the application; it’s more about coming up with usage tactics…not with the iPad itself, but in how Customers use CRM to get the data they need. CRMUG: We’re glad to have you as a Partner Member of CRMUG. What do you enjoy most about your participation? JP: Keeping a pulse on our User community and hearing their interests and challenges. When you attend events and hear people speaking candidly about their provider, it makes us better at what we do because we know what to do and what to avoid. CRMUG: What do your Customers enjoy most about their participation in CRMUG? JP: A lot of our bigger clients are pretty active in the group, and they express a lot of value in finding best practices and better ways to do their day-today jobs. CRMUG

Spring 2012

CRMug

Word

osted below are 25 words that relate to the topics and themes included in this issue of CRMUG速 Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. You can submit your completed word find for a chance to win a gift certificate. Simply scan and email your entry to wordfind@CRMUG.com.

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

R R S C R I D I S C U S S Y D A Y T W O R S S I E

A M A C A A D C L O U D E L M S R O U N E C C L M

I U C E Y D A Y S I X A P E O E A D S T R R D N B

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

Academy Association Best Practices Business Intelligence Chapters

CRMUG Magazine

I M N D M N H R P T E S O S S Y T A B S G A G R N

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

E R S S D B U G R T A E B L A C A M S A E T E T R

Cloud Community CRM CRMUG DayONE

M P N C T C U N I P P D A E G L I D R R M E I Z N

E A O B N I E S A L D A L R R D K A E P B N N O U

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

A S T S O S T M N N S E Y C O L M A P I R T A A Z

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

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

Discussions Knowledge Learn Member Microsoft

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

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

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

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

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

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

Murat Ozturan Premium Roles Roundtables Scribe

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

G R E D U B U S I N E S S I N S T E D E N U R D R

O U R E A G I V E Y T I N U M M O C L O S A B S P

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

C H A P T E R D A Y O G D E L W O N K L D N U O R

SIG Solutions Sonoma Partners Summit Training

showcase isv partner member

Company: Scribe

Interviewee: Lou Guercia, president and CEO

Headquarters: Manchester, New Hampshire

Phone: 603-622-5109

Email: Sales@scribesoft.com

Website: www.scribesoft.com

Established: 1996

CRMUG® Partner Member Since: 2009

CRMUG: Tell me about your company’s background. Lou Guercia (LG): Scribe has been in the CRM and data integration market for more than 15 years. We have more history and expertise in and around CRM integration than just about any software company and have worked with Microsoft Dynamics CRM since the very first version in 2003. It’s a unique position as we’ve not only grown up with the Microsoft Dynamics portfolio, but we’ve also grown up with the Partner channel and Microsoft’s go-to-market strategy which has allowed us to build a global network of more than 1,000 Partners to serve more than 12,000 Customers. We’ve also expanded our practice to the global market and while we’re headquartered in New Hampshire, we’ve doubled our presence with a subsidiary location in The Netherlands.

CRMUG: Share a little about what Scribe does for its Customers. LG: We have CRM data integration solutions that are both software and cloud-based. Our heritage product that most Partners and Customers know is Scribe Insight, and that offering has been in market for more than 10 years. Last year at Convergence we showed Scribe Online, a cloud-based integration platform built entirely on the Microsoft stack with Microsoft Azure as the platform and support from .NET and Silverlight. This product was developed for the trend of hybrid computing, and it can be delivered via the cloud and locally for the Partners and Customers who want to integrate with back office systems that are still running on-premise. We’re one of the few data integration providers that can offer both deployment options right now. Cloudbased computing is a trend that’s only going to gather more steam, and we want to provide our Customers with the ability to make the decisions based on what’s best for their business needs. CRMUG: What do you have coming up for Customers? LG: We have a couple of really big things for Convergence. We recently introduced Scribe Online Synchronization Service (SYS), which gives Customers the ability to connect Microsoft Dynamics CRM to other data sources such as SQL, MySQL, ODBC database, OLE DB, and text files. In addition to that, we announced our SPARK developer program, where developers can write their own connectors. This is really great for those who have an application that they want to integrate with Microsoft Dynamics CRM.

CRMUG: Many Users are doing their own development work these days. Can they work with you to make adjustments on their own? LG: Yes, Scribe Online SYS enables them to see if they can build a connector for their business. We want to provide more value to Microsoft Dynamics CRM Users so they’re able to be more successful and offering choice between on-premise and ondemand cloud service is important. CRMUG: What sets you apart from your competition? LG: We have so much experience and expertise in integrations, and really understand the issues of integrating Microsoft Dynamics CRM to ERP. Our history in the market backs that up. We also have a strong vision as to where this market is headed and provide thought leadership to make our Partners and Customers more successful as they implement the software and extend its value to their companies. CRMUG: What’s been the greatest benefit of being involved in CRMUG? LG: We’ve been a big supporter for awhile and are very active. Being part of CRMUG has enabled us to provide additional value to Customers, whether that’s answering questions at Summit or presenting during webinars and regional meetings. The input we receive from Users is also so valuable. That feedback goes back into our business and becomes part of our product roadmap to provide better support for our Customers.

CRMUG: What would you recommend Users do to benefit more from CRMUG? LG: The best thing for a new User is to get active in discussions so the CRM community can help them have a successful launch and implementation. Getting into that conversation is going to help a lot of Users get quick value. It’s equally important for more established Microsoft Dynamics CRM Users to participate in as many activities as possible. CRM is not a static thing, and the conversations are now around how CRM itself is becoming more strategic, enabling companies to build repositories of information that help people build stronger businesses and achieve terrific outcomes. If you’re not active in the discussion, you’re not maximizing your chances for longer term success. That’s why we show up at so many of the events; we want an opportunity to learn as well as share our own thinking. CRMUG Spring 2012

CRMUG

tips & tricks

Global Option Sets in Microsoft Dynamics CRM 2011 by Jeff Wedren 3.

Business Situation I would like to filter my look up for the primary contact of an account to only those contacts that are related to that particular Global Option Sets in Microsoft Dynamics CRM 2011 Jeff Wedren account.

In the Only show records where: choose “Contacts (Parent Customer (Accounts))”.

Business Situation

Solution I would like to filter my look up for the primary contact of an account to only those contacts that are related to that particular account. In Microsoft Dynamics

CRM 2011, you now have the ability to Solution your look ups between entities without any code. filter In Microsoft Dynamics CRM 2011, you now have the ability to filter your look ups between entities From within the record, you have lookup fields. You can now without any code. search for only your records or you can filter by related parent From within the record, you have Lookup fields. You can now search for only your records or you can records. filter by related parent records.

4.4.

In 4.theIn the Contains, choose “Current Record”. Contains, choose “Current Record”. In the Contains, choose “Current Record”.

Summary

Summary With Microsoft Dynamics CRM 2011, we now have the ability to configure filtered look ups on a variety Summary

1. 1.

You can configure the filter by opening up an account, click on You can configure the filter by opening up an account, click on the customize tab, click on form. 2. Double click on the primary contact look up field to bring up the fields properties. On the display the customize tab, click on form. tab, you have a section called Related Records Filtering. 3. In the Only show records where: choose “Contacts (Parent Customer (Accounts))”. 2. Double click on the primary contact lookup field to bring up the fields properties. On the display tab, you have a section called Related Records Filtering.

of parameters right within the customization capabilities without writing any code. Filter look ups

With Microsoft Dynamics CRM 2011, we now have the ability to configure filtered look ups on a variety Withincrease User productivity and ease of use. Microsoft Dynamics CRM 2011, we now have the ability of parameters right within the customization capabilities without writing any code. Filter look ups to configure filtered lookups on a variety of parameters right increase User productivity and ease of use. Jeff Wedren is director of marketing at Power Objects. within the customization capabilities without writing any code.

Filter lookups increase User productivity and ease of use. Jeff Wedren is director of marketing at Power Objects.

Tracking Contacts When They Move from One Account to Another

Jeff Wedren Jeff Wedren is director of marketing at PowerObjects.

Business Situation Tracking Contacts When They Move from One Account to Another Jeff Wedren

We have contacts that move from one account to another on a regular basis. We want to keep

track of that movement and also maintain history for that contact relationship as they move. Business Situation Solution

We have contacts that move from one account to another on a regular basis. We want to keep Here is one possible solution to meet these requirements: track of that movement and also maintain history for that contact relationship as they move. Solution

1. Create a new contact record for this individual with his/her new details (phone, email, etc.) and associate h im/her to the account that he/she now represents.

Here is one possible solution to meet these requirements: 1. Create a new contact record for this individual with his/her new details (phone, email, etc.) and associate h im/her to the account that he/she now represents.

CRMUG Magazine

2. To keep track of the movement of that individual from one account to the next, you can use a Connection. Create a contact connection role called “Previously Employed”.

Tracking Contracts When They Move from One Account to Another by Jeff Wedren

3. Create a connection for the new contact record using the “Previously Employed” role to the old contact record. You can include dates of employment and another notes or description to the connection.

Business Situation We have contacts that move from one account to another on a regular basis. We want to keep track of that movement and also maintain history for that contact relationship as they move.

Solution Here is one possible solution to meet these requirements: 1. Create a new contact record for this individual with his/her new details (phone, email, etc.) and associate him/her to the account that he/she now represents. 2. To keep track of the movement of that individual from one account to the next, you can use a Connection. Create a 2. contact To keep track of the movement of that individual from one account to the next, you can use a connection role called “Previously Employed”.

Connection. Create a contact connection role called “Previously Employed”.

Create a connection for the new contact record using the “Previously Employed” role to the old contact record. You can include dates of employment and other notes or descriptions to the connection.

Now when I open Kenny Rogers’ record, I have a Previously Employed Connection to the old contact Now when I open Kenny Rogers’ record, I have a Previously record with all of Kenny’s history to his previous employer. Employed Connection to the old contact record with all of 4. Lastly, to maintain the history for the contact associated to the old account, you will want to Kenny’s deactivate the contact in lieu of deleting the contact record. By deactivating the contact, you history to his previous employer. will maintain the history and audit trail; however, it cannot be edited, and relationships 4. Lastly, to maintain the history for the contact associated to the between the account or contact and other records cannot be created. old account, you will want to deactivate the contact in lieu of Summary A combination of connections and deactivation of records enables the ability to preserve history and deleting the contact record. By deactivating the contact, you keep track of contact movement from one account to another. will maintain the history and audit trail; however, it cannot Jeff Wedren is director of marketing at Power Objects. be edited, and relationships between the account or contact and other records cannot be created.

Summary A combination of connections and deactivation of records enables the ability to preserve history and keep track of contact movement from one account to another. CRMUG

Jeff Wedren is director of marketing at PowerObjects.

Spring 2012

CRMUG

contest

name that photo

e had quite the receiving line at CRMUGÂŽ Summit this past fall! What would you name this photo? Simply email your submission to captioncontest@CRMUG. com; all submissions will be printed in the magazineâ&#x20AC;&#x2122;s next issue.

CRMUG Magazine

Welcome to The List from The Partner Channel®! The List is a tool that enables you to quickly and easily find products specific to industries, business process functions and various services provided by third-party companies that extend the Microsoft Dynamics® family of products. The List is updated quarterly and is available as a PDF document at: www.thepartnerchannel.com/the-list The List Table of Contents Industry...................................................................Page 30 Horizontal................................................................Page 37 Services...................................................................Page 49

Look for this icon to identify solutions that have earned the Certified for Microsoft Dynamics accreditation.

NEW:

Look for NEW: in front of the names of products/ services that are new to The List. Download copies of The List from The Partner Channel Web site (www.thepartnerchannel.com/the-list) to share with others in your office.

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, Dynamic Communities®, and CRMUG® 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 Churches and Ministries

InduStry

Agriculture Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 314 REAP - Renewable Energy Agricultural Processing Manage commodity procurement, contracting, settlements, inventory & BI. Northlake Partners www.TheNorthlakePartners.com 425-773-9606 BluWare - Commodity Procurement Automate AP for the harvest, hauling, & purchase of crops, grain, & fish. Manage prices, deductions, taxes, & GL accruals for delivery tickets.

Apparel Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 EDI Embeds logical mapping tool inside NAV for seamless mapping of EDI to business transactions & associated NAV documents. Standard X12. VAN avail. RedTail Solutions www.redtailsolutioins.com • 508-983-1900 RedTail EDI Cloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO.

Automotive AIM Computer Solutions, Inc. www.aimcom.com • 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive. Data Masons Software 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.

KEY:

Axapta

CRMUG Magazine

Great Plains

Navision

First Tech Direct www.axforauto.com • 248-291-0138 AX for Auto AIAG Labels, Release Accounting, CUM Mgmt, Supply Chain Mgmt, SubContracting, APQP, PPAP, Repetitive Mfg, MMOG, Multi-Output BOM, Kitting, ILVS. Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 Automotive ACE Automotive EDI inside NAV. ASN, Forecast/ Release and Labels.

Aviation Cincom Systems, Inc. erp.cincom.com • 800-224-6266 NEW: Cincom Control Optimize ERP and simplify the complex business processes to realize 30:1 ROI and double-digit gain in profits. Meet us @Convergence booth #1346.

Chemicals BatchMaster Software, Inc. www.batchmaster.com/solutions/dynamicsgp/overview.asp • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP In-built to Microsoft Dynamics GP, not an integration. Manages formulation, compliance, quality, production & planning for Food, Chemical, Cosmetic, Personal Care, Nutraceutical & Pharmaceutical manufacturers. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Inventory I/O Control Manage by-prod. inv. levels. Record & track unlimit. # of scndary items.

Fullscope www.fullscope.com/microsoft-dynamicschemical-accelerator.php • 256-771-7050 Fullscope Chemical Industy Accelerator Handles requirements like active ingredients, formula scaling for potent ingredients, tracking lot inheritance from parent-child items & more.

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

Solomon

BGE, Inc. www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor management software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations. InterDyn Artis www.proclaimcrm.com • 888-841-0505 ProclaimCRM Church management software for ministries built on Microsoft CRM providing member & group mgmt, web portal, contribution tracking & much more.

Construction AXtension www.axtension.com/index.php/en/ applications/axtension-solutions/visualproject-planning • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

Consumer Packaged Goods

Absolute Value www.absolutevalue-us.com • 678-389-7289 Absolute Value/Lanham Associates Best-fit formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service. Accellos, Inc. www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Arbela Technologies www.arbelatech.com • 949-291-4777 NEW: Industry-Tailored Dynamics AX Solutions With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment. Business Systems Integrators www.BusinessSysInteg.com • 866-871-2097 EDI BSI EDI is designed with you in mind-the smaller/medium-sized enterprise.

Customer Relationship Management

Retail Management System

Point of Sale

Collins Computing www.collinscomputing.com • 800-943-9211 Dynamic CPG Optimize profitability with the Dynamic CPG solution. Includes Product Lifecycle Management, Landed Costing, and Demand Forecasting/Planning, all integrated with Microsoft Dynamics AX for consumer goods. Data Masons Software 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 www.flintfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments). HighJump TrueCommerce EDI Solutions www.highjump.com/truecommerce 724-940-5520 ext. 335 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and affordable.TrueCommerce EDI is a Microsoft Gold Certified Partner and certified for Microsoft Dynamics GP. Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Total solution inside NAV. No integration issues. 80,000+ users worldwide. Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 EDI Embeds logical mapping tool inside NAV for seamless mapping of EDI to business transactions & associated NAV documents. Standard X12. VAN avail. Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multi rollup views.

RedTail Solutions www.redtailsolutioins.com • 508-983-1900 RedTail EDI Cloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO.

SPS Commerce www.spscommerce.com • 866-245-8100 Trading Partner Compliance Software-as-a-Service (SaaS) EDI and Label Services.

Cross Industry Solution Altec www.altec-inc.com • 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, route & archive with doc-link, Integrated Document Management for Dynamics SL, AX, NAV & GP. Arbela Technologies www.arbelatech.com • 949-291-4777 NEW: Centralization Solutions For Dynamics AX Arbela’s Master Data Centralization for Dynamics AX introduces the Universal Company concept which holds and manages the enterprise-wide master data for sharing across multiple companies.

Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120 Ariett Purchase & Expense Solutions Manage Purchasing and Travel Requests, Employee Expense Reporting, Vendor Invoices & Electronic Documents. AssureSign LLC www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

KEY:

Axapta

Great Plains

Navision

Bottomline Technologies www.bottomline.com • 800-472-1321 Transform Content Center Digital document archive, search and retrieval of business documents. Bottomline Technologies www.bottomline.com/transformap_ax 866-551-6934 TransformTM AP Integrated AP invoice capture, configurable workflow and storage. Link invoice data directly to AX for automated matching of PO-based invoices plus exception processing with online review and approval.

Business ComputersSoftware, Inc. www.business-computers.com • 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or finger print reader. Business Systems Integrators www.BusinessSysInteg.com • 866-871-2097 EDI BSI EDI is designed with you in mind-the smaller/medium-sized enterprise. COGEP Inc. www.cogep.com • 418-626-2503 ext. 144 NEW: GUIDE Ti ™ / Totally Integrated Maintenance Software CMMS/EAM - Manage the actions and costs related to the maintenance of strategic assets - buildings, distribution/production equipment and vehicles. Guide Ti™ seamlessly integrates to Dynamics ERP. Datahaven for Dynamics 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 NAV user experience and available to non-NAV users from Microsoft Outlook. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Investor Relationship Manager Effectively manage 3rd party investments - increase shareholder satisf. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reoprts & queries on the fly. Solomon

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Recurring Contract Billing Automate cyclical billing processes & improve cust. & contract mgmt. Autogenerate scheduled invoices reducing billing & invoicing time. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg. eRequester by Paperless Business Systems www.erequester.com • 206-256-0771 ext. 123 eRequester Web Requisition, Workflow, PO & Expense Approval and Receiving system. EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Stop fighting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire commission process right inside of Dynamics GP.

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Next Numeric Collection Auto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs. ImageTag, Inc. www.imagetag.com • 480-753-9300 KwikTag Document Capture & Workflow for Dynamics Powerful. Practical. Proven. More choose KwikTag’s document & case mgmt. Integrated Software, Inc. www.isiusa.com • 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO’s and Sales Quotes. Integrated Software, Inc. www.isiusa.com • 321-984-1986 Credit Card Authorization Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seemlessly integrated with Sales Order Processing and Cash Receipts. ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960 dotStore eCommerce Complete eCommerce solution for B2B/ B2C and iPhone/Android devices.

Customer Relationship Management

Retail Management System

ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960 popXML Document exchange automation for POP in Dynamics GP. ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960 Project Budget Manager for Business Portal Maintain Templates, Contracts, Projects, Budgets & Resources within BP. JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm 800-580-2595 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM with ADP payroll. kCentric Technologies Inc www.k-ecommerce.com • 514-973-2510 ext. 226 NEW: k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilingual, multicurrency SaaS, On Premise. Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 EDI Embeds logical mapping tool inside NAV for seamless mapping of EDI to business transactions & associated NAV documents. Standard X12. VAN avail. Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 E-Ship Shipping from sales order through manifest.Package carriers available. Liaison Software Corp www.liaisonsc.com • 714-543-9877 ext. 201 Liaison Messenger EDD Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.

PaperSavePro www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSaveProTM is a Certified for Microsoft Dynamics document management and electronic workflow solution that eliminates inherent risks and inefficiencies associated with paper. Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace RFQ Allows your vendors/suppliers to bid via an externally hosted website. Drive down your product costs with online RFQ responses bidding & ranking. Seamlessly integrated to Workplace Purchasing.

Point of Sale

Spring 2012

InduStry

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

Bottomline Technologies www.bottomline.com/dynamics • 866-551-6934 Create!form® Complete Document & Payment Automation: Customized & deliver Dynamics output, including MICR checks. Easily reformat data, building “intelligent forms” & generate streams for print, fax, email, archive or web.

InduStry

Paramount Technologies

Finance/Banking

www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

AssureSign LLC www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. AvidXchange, Inc.

Professional Advantage www.profad.com • 701-235-2363 Company Data Archive (CDA) Easily archive data from your live Dynamics GP company to a historical company. Reduce hardware costs, increase Dynamics GP performance and eliminate clutter in inquires and reports with CDA. Solver www.solverusa.com • 310-691-5300 Solver - BI360 Excel-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Dynamics.

Education Avastone Technologies LLC www.avastonetech.com • 920-687-4797 NEW: Teacher Contract Management for Payroll Calculate/manage multiple contracts w/ unlimited terms/scales/events; add addtl compensation via multiple accounts; calculate backpay, retropay. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close. Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace for Education Budget & purchase against capital projects. Track requisitions, robust approval process, powerful RFQ, Project, Time and Expense.

Equipment dealers

Concept Computer Corporation www.dealershipdynamics.com • 800-561-5852 NEW: DealershipDynamics Just Works DealershipDynamics is a complete solution for all equipment dealers. Powered by NAV 2009, integrated features include an equipment configurator, mobile service solution, doc archiving and Microsoft CRM 2011.

KEY:

Axapta

CRMUG Magazine

Great Plains

Navision

www.avidxchange.com/landing/ microsoftdynamics • 704-971-8128 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Food and Beverage

Absolute Value www.absolutevalue-us.com • 678-389-7289 Absolute Value/Lanham Associates Best-fit formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service. Accellos, Inc. www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Appolis www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWireTM Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors. Arbela Technologies www.arbelatech.com • 949-291-4777 NEW: Arbela Technologies With over 100 years of cumulative ERP, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment. ASC Software 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.

Solomon

BatchMaster Software, Inc. www.batchmaster.com/solutions/dynamicsgp/overview.asp • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP In-built to Microsoft Dynamics GP, not an integration. Manages formulation, compliance, quality, production & planning for Food, Chemical, Cosmetic, Personal Care, Nutraceutical & Pharmaceutical manufacturers.

Merit Solutions, Inc. www.maxfoodsoftware.com • 630-614-7133 NEW: MAXFood Built-in Food Safety and Recall procedures - on-premise or in the cloud. Metafile Information Systems, Inc. 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. Northlake Partners www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Management Real-time web based Sales Mgmt with BI, automated emails, workflow, logistics, & contracts. Automation of promotions, commissions, freight charges, & GL accruals. Full support for Catch Weight and multi item UofM. RedTail Solutions www.redtailsolutioins.com • 508-983-1900 RedTail EDI Cloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO.

Trinity USA www.trinitypartner.com • 877-879-0983 Trinity Food and Beverage Bundle Complete bundle enhancing SOP, POP, Inventory & Pricing + Catchweights.

HighJump TrueCommerce EDI Solutions www.highjump.com/truecommerce 724-940-5520 ext. 335 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and affordable.TrueCommerce EDI is a Microsoft Gold Certified Partner and certified for Microsoft Dynamics GP.

Vicinity Manufacturing

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 1600 companies live.

Enliven Software www.enlivensoftware.com • 866-439-5884 F^3 Fidesic For Franchise Organizations Collect royalties and process payables w/ workflow from multiple sites.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multi rollup views.

Customer Relationship Management

Retail Management System

Point of Sale

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

Franchises

Gaming DFC Consultants, Ltd www.dfcconsultants.com • 701-281-6112 Tribal Gaming Experience in Tribal Gaming entities resulting in substantial ROI.

AvidXchange, Inc.

Glass GTS Services, LLC www.gtsservices.com • 800-563-8555 NEW: GlasPacLX • Retail (Auto & Flat) • Res. & Comm. Glazing • Wholesale Manage your entire glass operation with GlasPacLX and GP.

Government Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close. Manatron, Inc. www.manatron.com • 866-471-2900 Manatron GRM Tax Property tax billing and collection solution for collection officials. Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace for Government Easy to use. Allow vendors to securely respond online with our powerful RFQ Portal. Budget & purchase against capital projects. Track requisitions, robust approval process, Project, Time & Expense.

Government Contracting

Unanet Technologies www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Healthcare Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120 Ariett Purchase & Expense Solutions Manage Purchasing and Travel Requests, Employee Expense Reporting, Vendor Invoices & Electronic Documents.

Computer Information Enterprises www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization. Horizons International www.hzs.com • 800-287-8014 ext. 811 Quality Essentials Suite Integrated functionality for quality management including real time data entry, decimal place precision, COA, root cause and non conformance reporting, excel exports for data analysis, serial/lot holds for Dynamics. Integrated Software, Inc. www.isiusa.com • 321-984-1986 Health Care Management Billing and Financial Mangement for Home Health and Long Term Care. Kronos Incorporated www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes. Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs & control purchases in your material management process. Operates in single & multi-site facilities, from Requisition through Invoice Automation.

Cincom Systems, Inc http://acquire.cincom.com • 800-224-6266 Cincom AcquireTM Cincom AcquireTM automates the configuration of complex products, pricing, services & delivers guided selling, product configuration & proposals. Experlogix, Inc. www.experlogix.com • 805-504-9729 ext. 707 Experlogix Configurator for Microsoft Dynamics CRM & ERP Experlogix Configurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. QBD Systems www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more. Tenrox www.tenrox.com • 877-483-6769 Tenrox Project Management Tenrox cloud project management software is a workflow-driven solution to manage portfolios & projects. Built on the Microsoft platform and offers certified integrations to all leading Accounting and CRM solutions.

Industrial Equipment Experlogix, Inc. www.experlogix.com • 805-504-9729 ext. 707 Experlogix Configurator for Microsoft Dynamics CRM & ERP Experlogix Configurators meets 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.

Labor unions Micro Force www.micro-force.com • 631-421-1030 ext. 302 LM2 Reporting System for Labor Unions who use GP LM2 COMPLIANCE MADE EASY - Comply with LM2 reporting while processing transactions effortlessly in GP: vouchers, checks, credit cards. Changes to vouchers for LM2 purposes after posting. Annual electronic filing.

PN3 - Interactive Document Solutions www.idsdocs.com • 703-855-6643 PN3 Solutions Web-based purchasing and accounts payable workflow solutions with seamless integration to Dynamics GP, SL and NAV.

Life Sciences Fullscope www.fullscope.com/s_toolkit.php 256-771-7050 Fullscope FDA Validation Toolkit for Microsoft Dynamics AX Accelerates validation due diligence and ensures regulatory compliance. Merit Solutions, Inc. www.maxlifesoftware.com • 630-614-7133 NEW: MAXLife Extended Quality and Compliance Management - on-premise or in the cloud.

Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace for Life Science Drive down costs & control purchases in your material management process. Operates in single & multi-site facilities, from Requisition through Invoice Automation.

Maintenance Management

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

High tech and Electronics

COGEP Inc. www.cogep.com • 418-626-2503 ext. 144 NEW: GUIDE Ti ™ / Totally Integrated Maintenance Software CMMS/EAM - Manage the actions and costs related to the maintenance of strategic assets - buildings, distribution/production equipment and vehicles. Guide Ti™ seamlessly integrates to Dynamics ERP.

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Spring 2012

InduStry

GTS Services, LLC www.gtsservices.com • 800-563-8555 NEW: LX-Connect • B2B eCommerce Sales B2B web-portal for the auto glass market.

Axonom www.axonom.com • 952-653-0400 NEW: Powertrak Solutions to service customers and partners with web self-service, partner/dealer loyalty tools, streamlined quote-to-order processing and more.

InduStry

Horizons International www.hzs.com • 800-287-8014 ext. 811 Quality Essentials Suite Integrated functionality for quality management including real time data entry, decimal place precision, COA, root cause and non conformance reporting, excel exports for data analysis, serial/lot holds for Dynamics.

Manufacturing

5280 Solutions www.5280SharePoint.com • 303-696-5280 Dynamic Payables - SharePoint Invoice Automation Dynamic Payables, a SharePoint-based AP automation solution includes OCR, workflow, reporting & direct integration with Microsoft Dynamics. AIM Computer Solutions, Inc. www.aimcom.com • 586-439-0300 AIM Vision Focused on automotive: SCM, mixed mode, repetitive ERP. Many references.

Arbela Technologies www.arbelatech.com • 949-291-4777 NEW: Arbela Technologies With over 100 years of cumulative ERP, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment. ASC Software www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. Axonom www.axonom.com • 952-653-0400 NEW: Powertrak Solutions to service customers and partners with web self-service, partner/dealer loyalty tools, streamlined quote-to-order processing and more.

AXtension www.axtension.com/index.php/en/ applications/axtension-solutions/ advanced-production • +3177 323 2622 AXtension Advanced Production Production insight and control on the shop floor.

AXtension www.axtension.com/index.php/en/ applications/axtension-solutions/visualproject-planning • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

KEY:

Axapta

CRMUG Magazine

Great Plains

Navision

Cincom Systems, Inc. erp.cincom.com • 800-224-6266 NEW: Cincom Control Optimize ERP and simplify the complex business processes to realize 30:1 ROI and double-digit gain in profits. Meet us @Convergence booth #1346. COGEP Inc. www.cogep.com • 418-626-2503 ext. 144 NEW: GUIDE Ti ™ / Totally Integrated Maintenance Software CMMS/EAM - Manage the actions and costs related to the maintenance of strategic assets - buildings, distribution/production equipment and vehicles. Guide Ti™ seamlessly integrates to Dynamics ERP. Computer Information Enterprises www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Inventory I/O Control Manage by-prod. inv. levels. Record & track unlimit. # of scndary items. Experlogix, Inc. www.experlogix.com • 805-504-9729 ext. 707 Experlogix Configurator for Microsoft Dynamics CRM & ERP Experlogix Configurators meets 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.

Solomon

Greg Frazier, CPA, PLLC www.gfcpa.com • 313-931-0522 MARS Designer BOMS Need a fun and easy way to analyze bill-of-material cost roll-ups for BOMs? Need an easy-to-use graphical BOM configurator? Try MARS Designer Boms on Microsoft Azure. Cloud computing at an affordable price! HighJump TrueCommerce EDI Solutions www.highjump.com/truecommerce 724-940-5520 ext. 335 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and affordable.TrueCommerce EDI is a Microsoft Gold Certified Partner and certified for Microsoft Dynamics GP. Horizons International www.hzs.com • 800-287-8014 ext. 811 Quality Essentials Suite Integrated functionality for quality management including real time data entry, decimal place precision, COA, root cause and non conformance reporting, excel exports for data analysis, serial/lot holds for Dynamics. Kronos Incorporated www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes. Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Compares component time-phased demand to dynamic vendor lead-time to purchase just-in-time for production. You can inventory a single item as a component or supply it as a product for customers. Visibility & control. Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 E-Ship Shipping from sales order through manifest.Package carriers available. Liaison Software Corp www.liaisonsc.com • 714-543-9877 ext. 201 Liaison Messenger EDD Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.

Customer Relationship Management

Retail Management System

Point of Sale

Manufacturing Resource Partners www.mrpconsulting.com • 775-849-1171 Dynamics GP Manufacturing Consulting The implementation team at Manufacturing Resource Partners is one of the most experienced available. Each of our consultants has 12 to 24 years of manufacturing and/ or financial management experience.

Metafile Information Systems, Inc. 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. Northlake Partners www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Management Real-time web based Sales Mgmt with BI, automated emails, workflow, logistics, & contracts. Automation of promotions, commissions, freight charges, & GL accruals. Full support for Catch Weight and multi item UofM.

Sierra Workforce Solutions www.sierraws.com • 800-822-0973 Sierra Workforce Solutions A leader in the time clock and time and labor management solutions industry. Microsoft Silver Certified, our proprietary software allows us to migrate data from any time and attendance system to any payroll system. SPS Commerce www.spscommerce.com • 866-245-8100 Trading Partner Compliance Software-as-a-Service (SaaS) EDI and Label Services.

Media and Entertainment

InterDyn AKA www.dynamicsadvantage.com • 212-502-3900 DynamicsADvantage DynamicsADvantage for GP and DynamicsADvantage for CRM -Comprehensive solution for Media and Entertainment companies for ad sales automation, advertiser/agency & campaign management, ad billing & revenue recognition. United ERP, LLC www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle, from contracts, product develpment approvals, automatic royalty calculations, compliance checking with audit tracking, automated statement reporting, forecasting and much more.

non-Profit Organizations Accounting System Integrators www.asillc.com • 203-239-7740 Non Profit Plus Fund and Grant Management, Encumbrance and Due to/from Fund Accounting. BGE, Inc. www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor management software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close. Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-Profits GL Distributions, Fund Accounting, Audit Trails, Requisition & Expense.

PN3 - Interactive Document Solutions www.idsdocs.com • 703-855-6643 PN3 Solutions Web-based purchasing and accounts payable workflow solutions with seamless integration to Dynamics GP, SL and NAV.

KEY:

Axapta

Great Plains

Navision

Unanet Technologies www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Oil and Gas Computer Information Enterprises www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization. Corporate Services www.corpservice.com • 800-293-6822 TrackQuip 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.

Pharmaceuticals ASC Software 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. Fullscope www.fullscope.com/s_toolkit.php 256-771-7050 Fullscope FDA Validation Toolkit for Microsoft Dynamics AX Accelerates validation due diligence and ensures regulatory compliance.

Printing/Converting Computer Productivity Services Inc. www.cps.financial.officelive.com/ PrintManagement.aspx • 905-847-7746 CPS - Production Management for Labels and Flexible Packaging Estimates, Order Management, Scheduling, Shop Floor, Job costing.

Professional Services AXtension www.axtension.com/index.php/en/ applications/axtension-solutions/visualproject-planning • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

Solomon

JOVACO Solutions Inc. www.jovaco.com • 888-988-3535 ext. 117 JOVACO Project Suite Project accounting for professional service firms to manage projects through webbased time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.

PN3 - Interactive Document Solutions www.idsdocs.com • 703-855-6643 PN3 Solutions Web-based purchasing and accounts payable workflow solutions with seamless integration to Dynamics GP, SL and NAV.

Professional Advantage www.profad.com • 701-235-2363 1Staff for Microsoft Dynamics 1Staff provides an end-to-end solution for staffing organizations from resume parsing to generating financial statements. One solution your sales, recruiters and financial staff can all use. Red Chair Solutions (formerly Marcil Technologies) www.redchairsolutions.com • 701-478-7087 RCS Project Accounting with Xpede.NET RCS Solutions provide tools to maximize cost and Revenue. Project Costing/Accounting management- incl. Multi-currency. Remote Time & Expense entry. Services: custom integrations, .Net development. Mobility Solutions. Solugenix Corporation www.solugenix.com • 866-749-7658 JOGG, Mobile ERP App Mobile ERP Apps for AX and Professional Services Organizations. Designed to Run on the most popular Tablets & Smart Phones. Tenrox www.tenrox.com • 877-483-6769 Tenrox Project Management Tenrox cloud project management software is a workflow-driven solution to manage portfolios & projects. Built on the Microsoft platform and offers certified integrations to all leading Accounting and CRM solutions.

Unanet Technologies www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Customer Relationship Management

Retail Management System

Property Management Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Invoice Cloud for Dynamics GP Provides online invoice processing branded for each billing entity. DFC Consultants, Ltd www.dfcconsultants.com • 701-281-6112 DFC Housing Tribal Housing: Rent Calculations, Wait List, Certifications, Work order.

Publishing Eclipse Computing, Inc www.us.eclipsecomputing.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

rentals Liberty Grove Software, Inc. www.libertygrovesoftware.com • 630-858-7388 EQM Rental Management A fully integrated solution supporting rentals, service and bulk items.

retail Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Multi-Dimensional Inventory Uses style-based configuration that supports indefinite number of user defined attributes per SKU. Integrates with & auto-generates Item groups in SOP & POP modules. Fully compatible with standard GP functionality.

Point of Sale

Spring 2012

InduStry

Eclipse Computing, Inc www.us.eclipsecomputing.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960 Project Budget Manager for Business Portal Maintain Templates, Contracts, Projects, Budgets & Resources within BP.

InduStry

Ignify www.ecommercefordynamics.com 888-446-4395 Ignify eCommerce Business-to-consumer (B2C) web store & Business-to-business (B2B) ecommerce solution integrated with Microsoft Dynamics. SEO and PCI Certified. ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960 dotStore eCommerce Complete eCommerce solution for B2B/ B2C and iPhone/Android devices. kCentric Technologies Inc www.k-ecommerce.com • 514-973-2510 ext. 226 NEW: k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilingual, multicurrency SaaS, On Premise. Kronos Incorporated www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Metafile Information Systems, Inc. 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. Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112 PanatrackerGP Mobile Sales Adding mobility to sales transaction processing for Dynamics GP. Professional Advantage www.profad.com • 701-235-2363 RMS ConnectPro Real time inventory level integration between Dynamics RMS and Dynamics GP. Allows automatic communication flow between retail stores, headquarters and the finance department. Professional Advantage www.profad.com • 701-235-2363 Retail Analytics (RA) and Merchandise Planning (MP) Easily analyze Microsoft RMS sales, inventory levels, and purchasing with Retail Analytics. Add Merchandise Planning to provide sophisticated store replenishment and merchandising along with open-tobuy capabilities. RockySoft www.RockySoft.com • 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Management SuiteForecasting, Inventory Management, Purchase Order Planning, Vendor Lead Time Management, Retail Store Planning and S&OP. KEY:

Axapta

CRMUG Magazine

Great Plains

Navision

zeroedin www.zeroedinsolutions.com 866-761-5693 ext. 103 zeroedin for Retail ISV offering scalable, multi-channel, integrated retail cloud solution. zeroedin www.zeroedinsolutions.com 866-761-5693 ext. 103 touchpointz Extends standard NAV sales order functions to become a selling channel.

Social Services BGE, Inc. www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor management software for nonprofits to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

Software Manufacturers Axonom www.axonom.com • 952-653-0400 NEW: Powertrak Solutions to service customers and partners with web self-service, partner/dealer loyalty tools, streamlined quote-to-order processing and more. Tenrox www.tenrox.com • 877-483-6769 Tenrox Project Management Tenrox cloud project management software is a workflow-driven solution to manage portfolios & projects. Built on the Microsoft platform and offers certified integrations to all leading Accounting and CRM solutions.

Staffing/recruiting

transportation Dynamics TMS TM

Your Source for Microsoft Dynamics Transportation Software Solutions

Next Generation Logistics, Inc. www.DynamicsTMS.com 847-963-0007 ext. 136 DynamicsTMS® Transportation Management System The plug & play system includes full Parcel, LTL, TL, & Intl tariff mgt.

Solomon

SPS Commerce www.spscommerce.com • 866-245-8100 Trading Partner Compliance FASCOR Software-as-a-Service (SaaS) EDI and www.fascor.com • 513-421-1777 ext. 103 Label Services. NEW: FASCOR WMS Trusted solutions for Warehouse and utilities Transportation Management with industry leading integration to Dynamics GP. Fully Paramount Technologies integrated, the FASCOR WMS delivers Tier 1 functionality for all size companies. www.paramounttechnologies.com 248-960-0909 iNECTA llc WorkPlace for Utilities www.inecta.com/rtia.html • 305-254-1443 Improve efficiency & reduce costs. Budget Real Time Inventory Aging & purchase against capital projects.Track View the aging of inventory in real time. requisitions, robust approval process, Copy paste to Excel. powerful RFQ, Project, Time & Expense.

Warehouse Management Accellos, Inc. www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics. Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba360 WMS Bar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping.

Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112 PanatrackerGP for Inventory Management Adding bar code data capture to GP to capture inventory transactions at the point of activity. Schedeler Solutions, LLC www.schedelersolutions.com • 517-796-9470 StockStat/GP Automated inventory data collection solutions that use barcode scanning.

Wholesale trade:

Appolis durable Goods www.appolis.com • 612-343-0404 TM WithoutWire Warehouse Appolis WithoutWireTM Warehouse Management Solution provides fully integrated traceable lot tracked invenAbsolute Value tory for Manufacturers and Distributors. www.absolutevalue-us.com • 678-389-7289 Absolute Value/Lanham Associates Best-fit formula, demand forecasting & multisite replenishment solution with ASC Software DRP, collaboration, hub & spoke, drill down www.ascsoftware.com • 937-429-1428 visibility. On-demand and on-premise. ASCTrac Reduce inventory levels and improve Award winning, scalable, Warehouse customer service. Management Solutions (WMS) designed to support the demanding requirements Accellos, Inc. of Distribution, Manufacturing and 3PL www.accellos.com • 719-433-7000 operations, covering the entire Supply Accellos One Warehouse Fully-integrated warehouse management Chain cycle. & data-collection for MS Dynamics. AXtension Accellos, Inc. www.axtension.com/index.php/en/ www.accellos.com • 719-433-7000 applications/axtension-solutions/ Accellos/vSync EDI kitting • +3177 323 2622 EDI and supply chain compliance solutions AXtension Kitting Multiple items dynamically combined for Microsoft Dynamics. into one product. Arbela Technologies www.arbelatech.com • 949-291-4777 Blue Moon Industries NEW: Industry-Tailored www.bluemoonisv.com • 401-276-9000 Dynamics AX Solutions Operations Core Help your backoffice work more effectively With over 100 years of cumulative ERP experience, we have tailored Dynamics with your warehouse. AX to fit the specific needs of this industry. Blue Moon Industries Gain from our experience and maximize www.bluemoonisv.com • 401-276-9000 the return on your AX investment. Advanced Fulfillment Powered by Visual Warehouse - Automate ASN, Invoicing, & Order Desk.

Customer Relationship Management

Retail Management System

Point of Sale

AXtension www.axtension.com/index.php/en/ applications/axtension-solutions/kitting +3177 323 2622 AXtension Kitting Multiple items dynamically combined into one product. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing. Data Masons Software 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 www.flintfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

iNECTA llc www.inecta.com/rtia.html • 305-254-1443 Real Time Inventory Aging View the aging of inventory in real time. Copy paste to Excel.

kCentric Technologies Inc www.k-ecommerce.com • 514973-2510 ext. 226 NEW: k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilingual, multicurrency SaaS, On Premise. Lanham Associates® www.lanhamassoc.com • 678379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 1600 companies live.

Trinity USA www.trinitypartner.com • 877-879-0983 Trinity Wholesale Distribution Bundle Complete wholesale solution enhancing SOP, POP, Logistics and Pricing.

Arbela Technologies www.arbelatech.com • 949-291-4777 NEW: Industry-Tailored Dynamics AX Solutions With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment. AXtension www.axtension.com/index.php/en/ applications/axtension-solutions/ kitting • +3177 323 2622 AXtension Kitting Multiple items dynamically combined into one product. Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 1600 companies live.

Wholesale trade: non-durable Goods

HOrIzOntAL

Accellos, Inc. www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Horizontal Analytics

Automation

deFacto Global, Inc. www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Optimize financial performance with the premier “all-in-one” Dynamics product for budgeting, forecasting, consolidation, analysis and reporting. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reoprts & queries on the fly.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg. KEY:

Axapta

Great Plains

Navision

Jet Reports www.jetreports.com • 503-608-3602 Jet Enterprise Jet Enterprise is Business Intelligence made simple. Role tailored cubes and data warehouse for NAV and GP. Affordable analytics brought to you by Jet Reports, with over 50,000 users worldwide.

mc² www.mc2software.com • 303-364-5959 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

Banking

Strategic Solutions NW getbizax.com • 503-924-3121 NEW: BizAX BizAX adds functionality to AX Financials. Lockbox, Positive Pay, & Bank Account Reconciliation. Simplifies accounting processes with easy set-up; multiple transfer, encryption & file types; and automatic processing.

Asset Maintenance

Budgeting

deFacto Global, Inc.

Solomon

www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Optimize financial performance with the premier “all-in-one” Dynamics product for budgeting, forecasting, consolidation, analysis and reporting.

Customer Relationship Management

Retail Management System

Dynamic Budgets www.dynamicbudgets.com • 720-515-1565 Dynamic Budgets Better, Faster, Easier Budgeting for GP (unveiling NAV support @ Convergence)! Budget templates can be deployed within hours, and the centralized app typically reduces our customers budgeting process by weeks.

Business Intelligence Accountable Software www.accountable.com • 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Accountable Software www.accountable.com • 610-983-3100 Dynamics SL Inquiry Reporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes outof-box reports, filters, sorting, grouping. summaries, drill down to source screens, & more.

Point of Sale

Spring 2012

Client Strategy Group www.csgpath.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

HOrIzOntAL

Kootio Inc www.kootio.com • 703-871-5008 NEW: Qbica Revolutionizing Business Intelligence create ANY report, analysis, dashboard or complex business model - on the fly, using clicks of a mouse. Northlake Partners www.TheNorthlakePartners.com 425-773-9606 BluWare - Business Intelligence Real-time web based dashboards for managers, employees, customers, & vendors including interactive graphs & reports with drill down to details. PrecisionPoint Software www.precision-point.com • 650-375-2414 NEW: PrecisionPoint - Business Intelligence Subscription based reporting and analytics solution for Dynamics AX and NAV. A monitored and managed service with guaranteed deliverables.

TARGIT

MHC Software, Inc.

www.targit.com • 813-933-4600 NEW: TARGIT BI Suite Make better decisions faster, improve operations, decrease costs and increase income using TARGIT BI Suite – TARGIT’s Business Intelligence software solution.

www.mhcdocumentexpress.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.

Business Process Management 5280 Solutions www.5280SharePoint.com • 303-696-5280 Dynamic Payables - SharePoint Invoice Automation Dynamic Payables, a SharePoint-based AP automation solution includes OCR, workflow, reporting & direct integration with Microsoft Dynamics. Accountable Software www.accountable.com • 610-983-3100 Dynamics SL Inquiry Reporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes outof-box reports, filters, sorting, grouping. summaries, drill down to source screens, & more. Altec www.altec-inc.com • 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, route & archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP & NAV. Cincom Systems, Inc. erp.cincom.com • 800-224-6266 NEW: Cincom Control Optimize ERP and simplify the complex business processes to realize 30:1 ROI and double-digit gain in profits. Meet us @Convergence booth #1346. Enliven Software www.enlivensoftware.com • 866-439-5884 Fidesic AR and AP Platform Paperless Receivables and Payables to cut admin overhead and GO GREEN! Metafile Information Systems, Inc. www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.

Check Printing Liaison Software Corp

S o l v e r Solver www.solverusa.com • 310-691-5300 Solver - BI360 Excel-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Dynamics. SPS Commerce www.spscommerce.com • 866-245-8100 Trading Partner Compliance Software-as-a-Service (SaaS) EDI and Label Services. KEY:

Axapta

CRMUG Magazine

Great Plains

Navision

www.liaisonsc.com • 714-543-9877 ext. 201 Liaison Messenger DD Batch E-mail 128-bit encrypted Direct Deposit Statements to Employees. Mekorma www.mekorma.com • 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks and increasing security against check fraud. Solomon

www.checkfactory.com

Trans-Micro, Inc. www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check FactoryÂ® Visual Series is a MICR check and forms printing software solution designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Commissions

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Stop fighting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire commission process right inside of Dynamics GP. Flaum Technologies Inc. www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate “impossible” commission plans. Northlake Partners www.TheNorthlakePartners.com 425-773-9606 BluWare - Brokerage & Commissions Automate the calculation of commissions & split commissions. Establish rates by date ranges & item(s) and assign them to one or more customers. Settle as needed to create either an AR Credit or AP Payable.

Compliance Altec www.altec-inc.com • 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates. Arbela Technologies www.arbelatech.com • 949-291-4777 NEW: Arbela Security Manager Arbela’s Security Manager radically simplifies managing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it.

Customer Relationship Management

Retail Management System

Point of Sale

Equisys, Inc. www.equisys.com • 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your financial documents. Please visit our website to learn how Zetadocs can streamline your paper processes. Fastpath Solutions, Inc www.gofastpath.com • 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certified Auditors. Get the data your Auditors want - Fast!

Cost Accounting Corporate Renaissance Group www.crgroup.com/crg_solutions.php 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 GP, other ERP solutions or as a stand-alone system.

Credit Card/Check Processing Azox, Inc. www.azox.com • 734-928-6010 Credit Card Extension PCI PA-DSS compliant credit card processing with ACH, eCheck, batch processing and ability to store credit card data off site with tokenization. BGE, Inc. www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification. Support JPM format, Integrate seamlessly with GP. BluePay, Inc. www.bluepay.com • 630-300-2368 Credit Card Processing Single Source Provider: GP Plug-in/ payment gateway/merchant account for processing for credit cards & checks. ChargeLogic www.chargelogic.com • 877-292-2520 ChargeLogic The only PCI validated credit card solution integrated with NAV. Enliven Software www.enlivensoftware.com • 866-439-5884 Fidesic AR and AP Platform Full circle AR with support for Credit Cards and ACH; no activation fee! Integrated Software, Inc. www.isiusa.com • 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

Integrated Software, Inc. www.isiusa.com • 321-984-1986 Credit Card Authorization Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seemlessly integrated with Sales Order Processing and Cash Receipts. Nodus Technologies, Inc. www.nodus.com • 909-482-4701 CRM Charge Secure eCheck & Credit Card Processing for both CRM online and on prem. Nodus Technologies, Inc. www.nodus.com • 909-482-4701 Credit Card Advantage Leading integrated eCheck, ACH & Credit Card Processing for GP, PCI PA-DSS Certified, tokenization optional online bill pay & recurring payment. Nodus Technologies, Inc. www.nodus.com• 909-482-4701 ePay Advantage Online Billing & Payment Collection for GP, PA-DSS certified, view invoices, automated recurring payments, tokenization, ecommerce integration.

Customer Loyalty

zeroedin www.zeroedinsolutions.com 866-761-5693 ext. 103 touchpointz Extends standard NAV sales order functions to become a selling channel.

Customer relationship Management

www.ebridgeconnections.com • 800-755-6921 eBridge for CRM Web-based solution integrates your EDI, webstore or SCM data. Experlogix, Inc. www.experlogix.com • 805-504-9729 ext. 707 Experlogix Configurator for Microsoft Dynamics CRM & ERP Experlogix Configurators meets 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.

Stanley Stuart Yoffee & Hendrix, Inc. www.ssyh.com/products_ssyh_national.html 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Stanley Stuart Yoffee & Hendrix, Inc. www.ssyh.com/products_ssyh_arcollections.html 407-660-0059 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash flow.

ClickDimensions www.clickdimensions.com • 888-214-4228 NEW: Email Marketing and Marketing Automation ClickDimensions provides Email Marketing, Web Tracking, Lead Scoring, Social Discovery, Campaign Tracking, Landing Pages, Web Forms and Surveys.

crm-rules.com • 877-276-1942 NEW: CRM Rules! for Microsoft Dynamics CRM 2011 Easily customize CRM forms by automatically generating JScript code.

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notification, Inter/cross-company transactions, batch selection rules & 3rd party application integration. appStrategy www.appstrategy.com • 269-345-3111 ext. 1 NEW: appCompass Suite Integration & Migration solution for Dynamics CRM, legacy, and cloud. eBridge Software www.ebridgeconnections.com • 800-755-6921 eBridge Integration Solution Web-based solution integrates your EDI, websstore, SCM, CRM systems.

KEY:

Axapta

Great Plains

Navision

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Investor Relationship Manager Effectively manage 3rd party investments - increase shareholder satisf. Keelio Software www.keelio.com • 651-356-5342 Dynamics GP SSIS Toolkit Highly flexible Dynamics GP integration tool built upon Microsoft SSIS. Scribe Software www.scribesoft.com/online • 603-622-5109 Scribe Insight Data migration & data integration for MS Dynamics and legacy systems. Scribe Software www.scribesoft.com/online • 603-622-5109 Scribe Online Data integration for MS Dynamics CRM 2011 online, hosted and on premise.

Visionary Software Consulting, Inc.

data Integration

Axonom www.axonom.com • 952-653-0400 NEW: Powertrak for Microsoft Dynamics CRM Provides views and tools to manage complex extended relationships.

Solomon

zeroedin www.zeroedinsolutions.com 866-761-5693 ext. 103 myztro Seamless, real time, multiple channel data integration for RMS & NAV.

distribution Arbela Technologies www.arbelatech.com • 949-291-4777 NEW: Arbela Technologies With over 100 years of cumulative ERP, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment.

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

Customer Relationship Management

Retail Management System

Blue Horseshoe www.supplychaindynamicsax.com 317-573-2583 NEW: 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. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Freight Matrix Provides the capability to define your own freight charge schedules. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Advanced Fulfillment Powered by Visual Warehouse - Automate ASN, Invoicing, & Order Desk. Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 EDI Embeds logical mapping tool inside NAV for seamless mapping of EDI to business transactions & associated NAV documents. Standard X12. VAN avail. Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 1600 companies live. Nodus Technologies www.nodus.com • 909-482-4701 Retail Advantage Integrates RMS with GP, optional ecommerce for multi-channel retailing. Northlake Partners www.TheNorthlakePartners.com 425-773-9606 BluWare - Logistics Management Assign orders & schedule trucks for Fleet, TL, & LTL shipments. Update sales orders w/shipping data including truck info, BOL, Waybill, & ship date. Print shipping paperwork for a single order or the entire truck.

Point of Sale

Spring 2012

HOrIzOntAL

eBridge Software

Trinity USA www.trinitypartner.com • 877-879-0983 Trinity - Solutions for Distribution A huge range of over 30 modules that cover every aspect of distribution including powerful SOP enhancements, many POP & Inventory features plus consolidated billing, inter-sites, catchweights, load planning and more.

HOrIzOntAL

document Management

Altec www.altec-inc.com • 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, route & archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP & NAV.

AXtension www.axtension.com/index.php/en/ applications/axtension-solutions/enterprisecontent-management • +3177 323 2622 AXtension Enterprise Content Management The power of SharePoint integrated into Microsoft Dynamics AX. Bottomline Technologies www.bottomline.com • 800-472-1321 Transform Content Center Digital document archive, search and retrieval of business documents.

Axapta

CRMUG Magazine

Great Plains

Navision

Computer Information Enterprises

MHC Software, Inc.

eBridge Software

www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

www.mhcimageexpress.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.

www.ebridgeconnections.com • 800-755-6921 eBridge for E-Commerce Integration with all webstores incl. eBay, Amazon, AspDotNetStorefront+.

CSSI www.coreintegrator.com • 570-524-4424 NEW: CoreIntegrator | 3.0 CoreIntegrator is an enterprise workflow solution that automates virtually any business process including Accounts Payable, Purchasing, Travel and Expense and much more. Integrated with Dynamics GP and SharePoint. Datahaven for Dynamics 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 NAV user experience and available to non-NAV users from Microsoft Outlook. DocuFire www.DocuFire.com • 416-977-1080 DocuFire for Microsoft Dynamics Reliably Email & Fax Invoices, Statements, EFT, PO, Direct Marketing +.

Metafile Information Systems, Inc.

Minisoft www.minisoft.com • 800-682-0200 eFORMz eFORMz is a next generation electronic forms solution. Produce packing lists, shippings labels, barcodes, customs doc, checks, POs. Go paperless and email forms in PDF. Archiving, Fax and Document Workflow included.

PaperSavePro www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSaveProTM is a Certified for Microsoft Dynamics document management and electronic workflow solution that eliminates inherent risks and inefficiencies associated with paper. TrinSoft www.trindocs.com • 859-252-6225 TrinDocs Fully integrated, browser-based document management and workflow solution with no limits on document types or entities that is flexible, affordable and easy to use. Go to trindocs.com to see an instant demo!

E-commerce

kCentric Technologies Inc www.k-ecommerce.com • 514-973-2510 ext. 226 NEW: k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilingual, multicurrency SaaS, On Premise. Nodus Technologies, Inc. www.nodus.com • 909-482-4701 eStore Solution Stack Fully featured B2B/B2C, integrated E-Commerce with GP, zero-touch SOP. SPS Commerce www.spscommerce.com • 866-245-8100 Trading Partner Compliance Software-as-a-Service (SaaS) EDI and Label Services.

EdI AIM Computer Solutions, Inc. www.aimcom.com/Autosys.htm • 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949. Business Systems Integrators

Avalara, Inc. www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certificate management, filling and remittance solution for Microsoft Dynamics. Azox, Inc. www.azox.com • 734-928-6010 eSource B2B and B2C Integrated B2B & B2C web stores with built-in CMS, SEO, and web parts. Azox, Inc. www.azox.com • 734-928-6010 eSource Sales Portal Online quote/order entry, view account history & print/pay invoices.

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. Solomon

Customer Relationship Management

Retail Management System

Point of Sale

www.BusinessSysInteg.com • 866-871-2097 EDI BSI EDI is designed with you in mind-the smaller/medium-sized enterprise. Data Masons Software 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 Software www.ebridgeconnections.com • 800-755-6921 eBridge for EDI Web-based EDI solution eliminates transaction fees - low monthly fees.

Electronic Signatures HighJump TrueCommerce EDI Solutions www.highjump.com/truecommerce 724-940-5520 ext. 335 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and affordable.TrueCommerce EDI is a Microsoft Gold Certified Partner and certified for Microsoft Dynamics GP. Isis, Inc. www.isissoftware.com/enha/isis_sl_ positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable & Payroll to your issuing bank. Isis, Inc. www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 EDI Embeds logical mapping tool inside NAV for seamless mapping of EDI to business transactions & associated NAV documents. Standard X12. VAN avail. RedTail Solutions www.redtailsolutioins.com • 508-983-1900 RedTail EDI Cloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO. SPS Commerce www.spscommerce.com • 866-245-8100 Trading Partner Compliance Software-as-a-Service (SaaS) EDI and Label Services.

Electronic document delivery (Email)/Faxing Accounting System Integrators www.asillc.com • 203-239-7740 eMail for Solomon Easily eMail documents from AR,OM,Flexible Billing,PO,SS. Flexible. Altec www.altec-inc.com • 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, route & archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP & NAV.

KEY:

Axapta

Great Plains

Navision

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

Expense Solutions

Datahaven for Dynamics 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 NAV user experience and available to non-NAV users from Microsoft Outlook.

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Credit Card Expense Manager Imports credit card activity data & generates GL entries, Bank entries & AP vouchers. E-mail options and Employee Web Portal for expense categories assignment.

DocuFire www.DocuFire.com • 416-977-1080 DocuFire for Microsoft Dynamics Reliably Email & Fax Invoices, Statements, EFT, PO, Direct Marketing +.

www.ariett.com • 781-826-1120 Ariett Travel & Xpense Pre-travel Approval, Automated Expense Reporting with Credit Card Integration.

Ariett Business Solutions, Inc.

DynamicPoint www.dynamicpoint.com • 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint’s SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline employee expense reimbursement with Dynamics. eRequester by Paperless Business Systems www.erequester.com • 206-256-0771 ext. 123 eRequester Web Requisition, Workflow, PO & Expense Approval and Receiving system.

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Spencer Easy, configurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workflow, multi-currency, VAT support, electronic receipts and more.

Solomon

www.paramounttechnologies.com 248-960-0909 WorkPlace Expense Integrates web submission of expense reports, automatic routing, fraud detection, and electronic approvals of individual line-item expenses.

Customer Relationship Management

Field Service Management Open Door Technology www.opendoor.ca • 403-777-2410 TaskMaster Mobility Solution Increase productivity and generate rapid ROI with workflow driven processes for any industry or field application. Enable real-time information exchange between your field workforce and ERP system via mobile devices. Shining Brow Software www.Shiningbrow.com • 414-258-3400 The Service Manager Manage installations, service, and maintenance programs. Core features: dispatch, service history, estimating, contracts, job cost, and billing.

Fixed Assets Computer Productivity Services Inc. www.cps.financial.officelive.com/ WirelessFixedAssetCount.aspx • 905-847-7746 CPS - Wireless Fixed Asset Physical Count and Create Count or create fixed assets with a wireless scanner. $3500.

Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

General Ledger

Paramount Technologies Minisoft www.minisoft.com • 800-682-0200 eFORMz eFORMz is a next generation electronic forms solution. Produce packing lists, shippings labels, barcodes, customs doc, checks, POs. Go paperless and email forms in PDF. Archiving, Fax and Document Workflow included.

Solugenix Corporation www.solugenix.com • 866-749-7658 JOGG, Mobile ERP App Mobile ERP Apps for AX and Professional Services Organizations. Designed to Run on the most popular Tablets & Smart Phones.

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Advanced Customer Merge Allows user to merge multiple customer records into a single record in two stages. A Provisional merge is used for review and approval. The Final merge physically transfers transactions to the primary customer. Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).

Retail Management System

Point of Sale

Spring 2012

HOrIzOntAL

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Total solution inside NAV. No integration issues. 80,000+ users worldwide.

Red Chair Solutions (formerly Marcil Technologies) www.redchairsolutions.com • 701-478-7087 RCS Project Accounting with Xpede.NET RCS Solutions provide tools to maximize cost and Revenue. Project Costing/Accounting management- incl. Multi-currency. Remote Time & Expense entry. Services: custom integrations, .Net development. Mobility Solutions.

Corporate Renaissance Group www.crgroup.com/crg_solutions.php 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA Backfiller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfill AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.

Infinia Business Technology www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL Allow users to copy and paste journal entries from Excel to Dynamics GP.

Hr Management

HOrIzOntAL

Corporate Renaissance Group www.crgroup.com/crg_solutions.php 613-232-4295 emPerform emPerform is an easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.

HR Services Inc. www.mystaffingpro.com • 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants. track jobs, and select hires. ImageTag, Inc. www.imagetag.com • 480-753-9300 KwikTag Document Capture & Workflow for Dynamics Powerful. Practical. Proven. More choose KwikTag’s document & case mgmt. Integrity Data www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budgeting and managing FTE’s, and more!

Inter-company Processing

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Inventory I/O Control Manage by-prod. inv. levels. Record & track unlimit. # of scndary items.

Corporate Renaissance Group www.crgroup.com/combiner.php 613-232-4295 NEW: Company Combiner With Company Combiner, multiple companies with the same chart of accounts can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606 BluWare - Item Management Configure unlimited item attributes to extend BI and automate promotions, commissions, & freight charges. Manage Catch Weight items & display separate UOM’s for an item’s unit, weight, & price UOM in sales order.

mc² www.mc2software.com • 303-364-5959 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112 PanatrackerGP for Inventory Management Adding bar code data capture to GP to capture inventory transactions at the point of activity.

Nolan Business Solutions www.nolanbusinesssolutions.com 303-665-9343 InterCompany Postings Automatically post all types of transactions between companies.

Inventory Enhancement AIM Computer Solutions, Inc. www.rapidtrak.net • 586-439-0300 RapidTrak Web based wireless material tracking system; user-defined commands; email alerts; fleet inventory. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Quality Count Provides the most robust and complete physical inventory functionality.

JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm 800-580-2595 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM with ADP payroll.

Computer Productivity Services Inc. www.cps.financial.officelive.com/ WirelessReceiving.aspx • 905-847-7746 CPS - Wireless Receiving, Adjustments and Transfers State of the Art Wireless Receiving, Adjustments and Transfers $3500.

Computer Productivity Services Inc. www.cps.financial.officelive.com/ Inventory.aspx • 905-847-7746 CPS - Wireless Inventory Physical Count State of the Art count and adjust inventory by class/site $3500.

KEY:

Axapta

CRMUG Magazine

Great Plains

Navision

Computer Productivity Services Inc. www.cps.financial.officelive.com/ BarCode.aspx • 905-847-7746 CPS - UPC Code Generator Automatically Create UPC codes for inventory Items $1000.

Solomon

Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112 PanatrackerGP Mobile Sales Adding mobility to sales transaction processing for Dynamics GP.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Inventory I/O Control Manage by-prod. inv. levels. Record & track unlimit. # of scndary items.

FASCOR www.fascor.com • 513-421-1777 ext. 103 NEW: FASCOR WMS Trusted solutions for Warehouse and Transportation Management with industry leading integration to Dynamics GP. Fully integrated, the FASCOR WMS delivers Tier 1 functionality for all size companies. Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multi rollup views. Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Compares component time-phased demand to dynamic vendor lead-time to purchase just-in-time for production. You can inventory a single item as a component or supply it as a product for customers. Visibility & control.

Inventory Management Absolute Value www.absolutevalue-us.com • 678-389-7289 Absolute Value/Lanham Associates Best-fit formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service. Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Multi-Dimensional Inventory Uses style-based configuration that supports indefinite number of user defined attributes per SKU. Integrates with & auto-generates Item groups in SOP & POP modules. Fully compatible with standard GP functionality. ASC Software www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Customer Relationship Management

Retail Management System

Point of Sale

Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112 PanatrackerGP for Inventory Management Adding bar code data capture to GP to capture inventory transactions at the point of activity. RockySoft www.RockySoft.com • 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Management SuiteForecasting, Inventory Management, Purchase Order Planning, Vendor Lead Time Management, Retail Store Planning and S&OP. Schedeler Solutions, LLC www.schedelersolutions.com • 517-796-9470 StockStat/GP Automated inventory data collection solutions that use barcode scanning.

Invoicing Enhancement Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120 AP Invoice Automation Document Manager, Streamline Workflows, Manage Decentralized Locations - offered in the Cloud.

Bottomline Technologies www.bottomline.com/transformap_ax 866-551-6934 Transform TM AP Integrated AP invoice capture, configurable workflow and storage. Link invoice data directly to AX for automated matching of PO-based invoices plus exception processing with online review and approval.

Equisys, Inc. www.equisys.com • 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your financial documents. Please visit our website to learn how Zetadocs can streamline your paper processes. ImageTag, Inc. www.imagetag.com • 480-753-9300 KwikTag Document Capture & Workflow for Dynamics Powerful. Practical. Proven. More choose KwikTag’s document & case mgmt. Isis, Inc. www.isissoftware.com/enha/isis_sl_ ar_collections.aspx • 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000’s.

KEY:

Axapta

Great Plains

Navision

Paramount Technologies

www.paramounttechnologies.com 248-960-0909 WorkPlace Invoice Automation Integrated Invoice Automation Solution for your electronic approvals, check request Cincom Systems, Inc. erp.cincom.com • 800-224-6266 & invoice matching needs. NEW: Cincom Control Optimize ERP and simplify the complex Job Costing business processes to realize 30:1 ROI and JOVACO Solutions Inc. double-digit gain in profits. Meet us @ www.jovaco.com • 888-988-3535 ext. 117 Convergence booth #1346. JOVACO Project Suite Project accounting for professional service Marketing Automation firms to manage projects through webbased time & expense and resource mgmt modules. Top features: extensive reportMarketing Power For Dynamics CRM ing, multi-company & inter-departmental capabilities. CoreMotives, LLC www.coremotives.com • 404-537-2320 Red Chair Solutions (formerly NEW: CoreMotives Marketing Suite Marcil Technologies) Marketing power for 800+ Microsoft www.redchairsolutions.com • 701-478-7087 Dynamics CRM organizations: Email RCS Project Accounting marketing - Lead scoring - Web trackwith Xpede.NET ing - Event management - Web capture RCS Solutions provide tools to maximize cost forms - Surveys. and Revenue. Project Costing/Accounting management- incl. Multi-currency. Remote Time & Expense entry. Services: custom integrations, .Net development. Mobility SalesFUSION, Inc. www.salesfusiion.com • 800-558-1760 Solutions. NEW: SalesFUSION360 SalesFUSION360 is a marketing software Labeling that provides email, web tracking, lead Computer Productivity management & landing pages and lead nurturing for Dynamics CRM. Services Inc. www.cps.financial.officelive.com/ BarCode.aspx • 905-847-7746 Migrations CPS - Bar Code Label Application for appStrategy POP, SOP, Inventory and Fixed Assets Generate Labels for an entire transaction www.appstrategy.com • 269-345-3111 ext. 1 NEW: appCompass Suite with a single click. $1500. Integration & Migration solution for Lanham Associates® Dynamics CRM, legacy, and cloud. www.lanhamassoc.com • 678-379-4200 ext. 105 E-Ship Mobility Shipping from sales order through manifest.Package carriers available. AIM Computer Solutions, Inc. www.rapidtrak.net • 586-439-0300 RapidTrak Manufacturing Low-cost, bar code based, web enabled, Enhancement RF inventory tracking system. Arbela Technologies Axonom www.arbelatech.com • 949-291-4777 www.axonom.com • 952-653-0400 NEW: Industry-Tailored NEW: Powertrak for Tablets Dynamics AX Solutions With over 100 years of cumulative ERP Mobile CRM, Time & Billing, Quote & experience, we have tailored Dynamics Product Configurator, and Surveys. AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment. TenDigits Software Inc www.tendigits.com • 866-538-8938 MobileAccess MobileAccess enables robust use of Dynamics CRM on leading smartphone and tablets. iPad, iPhone, Android, BlackBerry.

Solomon

Customer Relationship Management

Retail Management System

Trinity USA www.trinitypartner.com • 877-879-0983 Trinity Mobile Sales Create GP quotes and orders from laptops and smartphones with or without an internet connection.

nAV and CrM Integration SalesFUSION, Inc. www.salesfusiion.com • 800-558-1760 NEW: SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

Online/Electronic Business Services Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Invoice Cloud for Dynamics GP Provides online invoice processing branded for each billing entity.

Payables Enhancement

Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120 AP Invoice Automation Document Manager, Streamline Workflows, Manage Decentralized Locations - offered in the Cloud. Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120 Ariett Travel & Xpense Pre-travel Approval, Automated Expense Reporting with Credit Card Integration.

Point of Sale

Spring 2012

HOrIzOntAL

DocuFire www.DocuFire.com • 416-977-1080 DocuFire for Microsoft Dynamics Reliably Email & Fax Invoices, Statements, EFT, PO, Direct Marketing +.

Nodus Technologies, Inc. www.nodus.com• 909-482-4701 ePay Advantage Online Billing & Payment Collection for GP, PA-DSS certified, view invoices, automated recurring payments, tokenization, ecommerce integration.

AXtension www.axtension.com/index.php/en/ applications/axtension-solutions/advancedinvoice-processing • +3177 323 2622 AXtension Invoices Processing Optimized accounts payable invoice processing. BGE, Inc. www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification. Support JPM format, Integrate seamlessly with GP. Bottomline Technologies www.bottomline.com • 800-472-1321 Transform Content Center Digital document archive, search and retrieval of business documents.

HOrIzOntAL

Bottomline Technologies www.bottomline.com/transformap_ax 866-551-6934 TransformTM AP Integrated AP invoice capture, configurable workflow and storage. Link invoice data directly to AX for automated matching of PO-based invoices plus exception processing with online review and approval.

Liaison Software Corp www.liaisonsc.com • 714-543-9877 ext. 201 Liaison Messenger EFT Automate the batch e-mail and faxing of EFT Notifications to Vendors. m-hance www.m-hance.com • +44 (0)844 264 0932 Invoice Approvals and Accruals Web based PM and POP invoice approvals managed from within GP. Automates invoice accrual process. Now includes requisitioning functionality. Mekorma www.mekorma.com • 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks and increasing security against check fraud. MHC Software, Inc. www.mhcdocumentexpress.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.

Reporting-Central www.reporting-central.com • 813-579-4991 The Validator1099 Validate TIN information & details from Dynamics GP before filing 1099s.

www.checkfactory.com

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Bank Reconciliation Tools Simplify the reconcil. process. Balance GL accts & checkbooks easily.

Infinia Business Technology www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AP Allow users to copy & paste Payables transactions from Excel to Dynamics. Isis, Inc. www.isissoftware.com/enha/isis_sl_ apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero. Isis, Inc. www.isissoftware.com/enha/isis_sl_ positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable & Payroll to your issuing bank.

KEY:

Axapta

CRMUG Magazine

Great Plains

Navision

Payroll Enhancement

Aatrix Software, Inc. www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.

Solomon

Avastone Technologies LLC www.avastonetech.com • 920-687-4797 NEW: Teacher Contract Management for Payroll Calculate/manage multiple contracts w/ unlimited terms/scales/events; add addtl compensation via multiple accounts; calculate backpay, retropay. BGE, Inc. www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notification. Support JPM format, Integrate seamlessly with GP. Greenshades Software www.Greenshades.com 888-255-3815 ext. option 2 Greenshades Center Creates Federal State and Local W-2s 940/941s 1099s SUTA returns & more. Greenshades Software www.Greenshades.com 888-255-3815 ext. option 2 Greenshades Payroll Tax Service Our Tax Service is the easiet way to file and pay your payroll taxes.

Infinia Business Technology www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator PR Allow users to copy & paste Payroll transactions from Excel to Dynamics. Integrity Data www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2’s, managing complex payroll posting requirements, configuring overtime rules and more! Isis, Inc. www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank. Isis, Inc. www.isissoftware.com/enha/isis_sl_ positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable & Payroll to your issuing bank. JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm 800-580-2595 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM with ADP payroll. Joesoftware Inc. www.joesoftware.com • 780-990-0220 Payroll Enhancement Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.

Customer Relationship Management

Retail Management System

Point of Sale

Liaison Software Corp www.liaisonsc.com • 714-543-9877 ext. 201 Liaison Messenger DD Batch E-mail 128-bit encrypted Direct Deposit Statements to Employees. Mekorma www.mekorma.com • 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks and increasing security against check fraud. MHC Software, Inc. www.mhcdocumentexpress. com • 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

Portals Axonom www.axonom.com • 952-653-0400 NEW: Powertrak Portals Providing customers, partners or members vital information via portals. DynamicPoint www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals. Experlogix, Inc. www.experlogix.com • 805-504-9729 ext. 707 Experlogix Configurator for Microsoft Dynamics CRM & ERP Experlogix Configurators meets 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. Northlake Partners www.TheNorthlakePartners.com 425-773-9606 BluWare - Customer & Vendor Portal Real-time web based customer & vendor access for BI, inquiry, & order requests. Our ‘Data Access’ controls what records they have access to.

Procurement Management Absolute Value www.absolutevalue-us.com • 678-389-7289 Absolute Value/Lanham Associates Best-fit formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.

Project Accounting Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120 ReqNet for Requisition Management Web-based solution for managing Purchasing, RFQ, Approvals, Budgeting, PO Creation, PunchOut, and Receiving. DynamicPoint www.dynamicpoint.com • 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint’s SharePoint product at a fraction of alternative solution costs to effectively integrate and streamline the procurement process with Dynamics GP and NAV.

Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120 AP Invoice Automation Document Manager, Streamline Workflows, Manage Decentralized Locations - offered in the Cloud. Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120 ReqNet for Requisition Management Web-based solution for managing Purchasing, RFQ, Approvals, Budgeting, PO Creation, PunchOut, and Receiving.

Lanham Associates® www.lanhamassoc.com • 678379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multi rollup views.

Liaison Software Corp

www.liaisonsc.com • 714-543-9877 ext. 201 Liaison Messenger EFT Automate the batch e-mail and faxing of EFT Notifications to Vendors. Northlake Partners www.TheNorthlakePartners.com 425-773-9606 BluWare - Commodity Procurement Automate AP for the harvest, hauling, & purchase of crops, grain, & fish. Manage prices, deductions, taxes, & GL accruals for delivery tickets.

Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

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

KEY:

Axapta

Great Plains

Navision

Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace Project Series Combines the WorkPlace Time, Expense and Project solutions with seamless out-of-the-box integration with leading ERP systems. Red Chair Solutions (formerly Marcil Technologies) www.redchairsolutions.com • 701-478-7087 RCS Project Accounting with Xpede.NET RCS Solutions provide tools to maximize cost and Revenue. Project Costing/Accounting management- incl. Multi-currency. Remote Time & Expense entry. Services: custom integrations, .Net development. Mobility Solutions. Solugenix Corporation www.solugenix.com • 866-749-7658 JOGG, Mobile ERP App Mobile ERP Apps for AX and Professional Services Organizations. Designed to Run on the most popular Tablets & Smart Phones.

Solomon

Purchase Order Processing Enhancement

Altec www.altec-inc.com • 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, route & archive with doclink, Integrated Document Management for Dynamics SL, AX, GP & NAV. Arbela Technologies www.arbelatech.com • 949-291-4777 NEW: Arbela Technologies With over 100 years of cumulative ERP, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment. Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120 ReqNet for Requisition Management Web-based solution for managing Purchasing, RFQ, Approvals, Budgeting, PO Creation, PunchOut, and Receiving. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit. DynamicPoint www.dynamicpoint.com • 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint’s SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline purchase requisition processing with Dynamics.

Equisys, Inc. www.equisys.com • 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your financial documents. Please visit our website to learn how Zetadocs can streamline your paper processes. eRequester by Paperless Business Systems www.erequester.com • 206-256-0771 ext. 123 eRequester Web Requisition, Workflow, PO & Expense Approval and Receiving system.

Customer Relationship Management

Retail Management System

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Next Numeric Collection Auto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs. ICAN Software Corporation www.icansoftware.com • 253-426-3737 Vendor Price Matrix Vendor specific unit costing for purchase orders. Nolan Business Solutions www.nolanbusinesssolutions.com 303-665-9343 InterCompany POP to SOP Automatically link Sales Orders and Purchase Orders between databases. Nolan Business Solutions www.nolanbusinesssolutions.com 303-665-9343 NEW: eRequest Functional internet based requisitioning system designed to work the way you do. Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Integrated Requisitioning & Procurement solutions with built-in PunchOut capabilities and automatic email notifications. Unified Business Solutions, LLC www.dynamicsgenie.com/pogenie.aspx 877-724-3643 PO Genie Automatically create POs based on inventory levels and Backorders, by Item, Class, Site, & Vendor utilizing standard Item Resource Planning.

Quality Control Horizons International www.hzs.com • 800-287-8014 ext. 811 Quality Essentials Suite Integrated functionality for quality management including real time data entry, decimal place precision, COA, root cause and non conformance reporting, excel exports for data analysis, serial/lot holds for Dynamics.

receivables Enhancement Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Invoice Cloud for Dynamics GP Provides online invoice processing branded for each billing entity. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Bank Reconciliation Tools Simplify the reconcil. process. Balance GL accts & checkbooks easily.

Point of Sale

Spring 2012

HOrIzOntAL

eRequester by Paperless Business Systems www.erequester.com • 206-256-0771 ext. 123 eRequester Web Requisition, Workflow, PO & Expense Approval and Receiving system.

Tenrox www.tenrox.com • 877-483-6769 Tenrox Project Management Tenrox cloud project management software is a workflow-driven solution to manage portfolios & projects. Built on the Microsoft platform and offers certified integrations to all leading Accounting and CRM solutions.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Recurring Contract Billing Automate cyclical billing processes & improve cust. & contract mgmt. Autogenerate scheduled invoices reducing billing & invoicing time. Equisys, Inc. www.equisys.com • 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your financial documents. Please visit our website to learn how Zetadocs can streamline your paper processes. ICAN Software Corporation www.icansoftware.com • 253-426-3737 Print Cash Receipts Print cash receipts and historical cash receipts.

HOrIzOntAL

ICAN Software Corporation www.icansoftware.com • 253-426-3737 Mass Apply Receivables Mass apply range of customers & dates with specific apply or auto apply.

Infinia Business Technology www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AR Allow users to copy and paste AR transactions from Excel to Dynamics GP. Isis, Inc. www.isissoftware.com/enha/isis_sl_ ar_collections.aspx • 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000’s. Isis, Inc. www.isissoftware.com/enha/isis_sl_ apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero. Nodus Technologies, Inc. www.nodus.com• 909-482-4701 ePay Advantage Online Billing & Payment Collection for GP, PA-DSS certified, view invoices, automated recurring payments, tokenization, ecommerce integration.

KEY:

Axapta

CRMUG Magazine

Great Plains

Navision

rentals Stanley Stuart Yoffee & Hendrix, Inc. www.ssyh.com/products_ssyh_national.html 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Open Door Technology www.opendoor.ca • 403-777-2410 Rental Management Instantly check rental equipment availability, define flexible rental terms, rent or sell inventory/fixed assets, access real-time rental and billing information, flag returning assets for maintenance and much more.

reconciliation

reporting

Isis, Inc. www.isissoftware.com/enha/isis_sl_ cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

Accountable Software

m-hance www.m-hance.com • +44(0)844 264 0932 Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP.

Accountable Software www.accountable.com • 610-983-3100 Dynamics SL Inquiry Reporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes outof-box reports, filters, sorting, grouping. summaries, drill down to source screens, & more.

m-hance www.m-hance.com • +44 (0)844 264 0932 The Reconciler for AR and AP The automated reconciliation tool for highlighting the cause of imbalances between the AR or AP modules & the GL Control Accounts.

Nolan Business Solutions www.nolanbusinesssolutions.com 303-665-9343 Advanced Bank Reconciliation Automatically reconcile bank transactions with posted GL transactions.

Reporting-Central www.reporting-central.com • 813-579-4991 The Closer Reconcile your GL w/ sub-ledgers for Cash, AR, AP, Inventory, Accrued Purch, Sales, COGS, Customer Deposits, Fixed Assets & Outside Data Sources in less than 30 seconds. No more manual reconciliations or write-offs. Strategic Solutions NW getbizax.com • 503-924-3121 NEW: BizAX BizAX adds functionality to AX Financials. Lockbox, Positive Pay, & Bank Account Reconciliation. Simplifies accounting processes with easy set-up; multiple transfer, encryption & file types; and automatic processing.

www.accountable.com • 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.

AIM Technologies www.aim-technologies.com • 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.

center

software

Centerline Software, Inc. www.pivotier.com • 877-786-9604 21st Century Reports Access data (e.g. flowfields) using SSRS, Visual Studio and RDL. Produce colorful reports without programming expertise! Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reoprts & queries on the fly. iNECTA llc www.inecta.com/rtia.html • 305-254-1443 Real Time Inventory Aging View the aging of inventory in real time. Copy paste to Excel. Isis, Inc. www.isissoftware.com/enha/isis_sl_ cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

Customer Relationship Management

Retail Management System

Point of Sale

PrecisionPoint Software www.precision-point.com • 650-375-2414 NEW: PrecisionPoint - Business Intelligence Subscription based reporting and analytics solution for Dynamics AX and NAV. A monitored and managed service with guaranteed deliverables.

royalty Eclipse Computing, Inc www.us.eclipsecomputing.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition. Northlake Partners www.TheNorthlakePartners.com 425-773-9606 BluWare - Promotions & Rebates Automate the calculation of promotions, rebates, royalties, & upcharges. Auto link to applicable sales items and display as either additional line items or included GL accruals. Rates are set by unit, weight, or %. United ERP, LLC www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle, from contracts, product develpment approvals, automatic royalty calculations, compliance checking with audit tracking, automated statement reporting, forecasting and much more.

Sales Order Processing Enhancement Accountable Software www.accountable.com • 610-983-3100 Dynamics Reporting - Forms Printer Print SOP, POP & other forms using SSRS & Crystal. Use 3rd party and custom data. Full GP Notes. Deliver forms by Email in PDF & other formats. Accounting System Integrators www.asillc.com • 203-239-7740 Order Entry / Invoicing Flexible Order/Invoicing with eMail. OM alternative. No Process Manager. Altec www.altec-inc.com • 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, route & archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP & NAV.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Sales Configurator Provides a complete ‘assemble to order’ sales system. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Freight Matrix Provides the capability to define your own freight charge schedules. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Invoice Cloud for Dynamics GP Provides online invoice processing branded for each billing entity.

Equisys, Inc. www.equisys.com • 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your financial documents. Please visit our website to learn how Zetadocs can streamline your paper processes. EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Next Numeric Collection Auto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs. Experlogix, Inc. www.experlogix.com • 805-504-9729 ext. 707 Experlogix Configurator for Microsoft Dynamics CRM & ERP Experlogix Configurators meets 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.

Supply Chain Management

Arbela Technologies www.arbelatech.com • 949-291-4777 NEW: Arbela Security Manager Arbela’s Security Manager radically simplifies managing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it.

Liaison Software Corp www.liaisonsc.com • 714-543-9877 ext. 201 Liaison Messenger EDD Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity. Nodus Technologies, Inc. www.nodus.com • 909-482-4701 eSOP Advantage Web-based SOP from anywhere anytime with customizable workflow for GP. Nolan Business Solutions www.nolanbusinesssolutions.com 303-665-9343 InterCompany POP to SOP Automatically link Sales Orders and Purchase Orders between databases. Northlake Partners www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Order Web orders with BI, automated emails, workflow, inquiry, quotes, & prev order replication. Integrated with logistics, promotions, commissions, freight programs, & contracts. Supports Catch Weight & multi item UofM. Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112 PanatrackerGP Mobile Sales Adding mobility to sales transaction processing for Dynamics GP. zeroedin www.zeroedinsolutions.com 866-761-5693 ext. 103 touchpointz Extends standard NAV sales order functions to become a selling channel.

Scheduled Maintenance

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

AIM Computer Solutions, Inc. www.aimcom.com • 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.

Fastpath Solutions, Inc www.gofastpath.com • 515-276-1779 ext. 410 Fastpath Config AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution offers Single Sign on functionality.

Shipping/Manifesting

FASCOR www.fascor.com • 513-421-1777 ext. 103 NEW: FASCOR TMS TMS is an integrated solution for small parcel and ltl shipping. Carrier Certified for UPS, FedEx, USPS (Endicia), LTL and other carriers. Feature rich and user configrable / multiple integration options. Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 E-Ship Shipping from sales order through manifest.Package carriers available. Northlake Partners www.TheNorthlakePartners.com 425-773-9606 BluWare - Logistics Management Assign orders & schedule trucks for Fleet, TL, & LTL shipments. Update sales orders w/shipping data including truck info, BOL, Waybill, & ship date. Print shipping paperwork for a single order or the entire truck.

Arbela Technologies www.arbelatech.com • 949-291-4777 NEW: Arbela Technologies With over 100 years of cumulative ERP, we have tailored Dynamics AX to fit the specific needs of this industry. Gain from our experience and maximize the return on your AX investment. ASC Software 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.

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Spring 2012

HOrIzOntAL

Security

Lanham Associates® www.lanhamassoc.com • 678379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance. More than 1600 companies live.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ ar_collections.aspx • 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000’s.

Lanham Associates® www.lanhamassoc.com • 678379-4200 ext. 105 EDI Embeds logical mapping tool inside NAV for seamless mapping of EDI to business transactions & associated NAV documents. Standard X12. VAN avail.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.

Dynamics TMS TM

Your Source for Microsoft Dynamics Transportation Software Solutions

Next Generation Logistics, Inc.

HOrIzOntAL

www.DynamicsTMS.com 847-963-0007 ext. 136 DynamicsTMS® Transportation Management System The plug & play system includes full Parcel, LTL, TL, & Intl tariff mgt. RockySoft www.RockySoft.com • 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Management SuiteForecasting, Inventory Management, Purchase Order Planning, Vendor Lead Time Management, Retail Store Planning and S&OP.

System Enhancement

DynamicsDownloads www.DynamicsDownloads.com • 865-510-7826 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here! Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reoprts & queries on the fly. Isis, Inc. www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx • 804-762-4200 Expanded Master Information Easily add more user fields for Vendors, Customers, Employees, Inventory, & Projects.

Axapta

CRMUG Magazine

Great Plains

Reporting-Central www.reporting-central.com • 813-579-4991 The ValidatorGP Optimize GP - 100+ point inspection of System Setup & Master Data Files.

tax

Avalara, Inc.

AIM Technologies www.aim-technologies.com • 888-234-0428 DataSpy Provides information on tables updated and modified during the processing of transactions to speed customization and report development. Works with third-party modules.

KEY:

Isis, Inc. www.isissoftware.com/enha/isis_sl_ cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

Navision

www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certificate management, filling and remittance solution for Microsoft Dynamics. Greenshades Software www.Greenshades.com 888-255-3815 ext. option 2 Greenshades Payroll Tax Service Our Tax Service is the easiet way to file and pay your payroll taxes.

Kamp-Data, Inc. www.kampdata.com • 702-948-6554 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

time and Attendance

Kronos Incorporated www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes. Solugenix Corporation www.solugenix.com • 866-749-7658 JOGG, Mobile ERP App Mobile ERP Apps for AX and Professional Services Organizations. Designed to Run on the most popular Tablets & Smart Phones.

trade Promotion Management Flintfox International Limited www.flintfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

travel Expense Management

Solomon

www.ariett.com • 781-826-1120 Ariett Travel & Xpense Pre-travel Approval, Automated Expense Reporting with Credit Card Integration.

Customer Relationship Management

Retail Management System

Workflow

agilesWorkflow www.agilesworkflow.com • 503-206-7739 agilesWorkflow agilesWorkflow allows you to manage, simplify and automate processes. appStrategy www.appstrategy.com • 269-345-3111 ext. 1 NEW: appCompass Workflow Utilize Microsoft WF4 in Studio to automate processes.

AvidXchange, Inc. www.avidxchange.com/landing/ microsoftdynamics • 704-971-8128 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. CSSI www.coreintegrator.com • 570-524-4424 NEW: CoreIntegrator | 3.0 CoreIntegrator is an enterprise workflow solution that automates virtually any business process including Accounts Payable, Purchasing, Travel and Expense and much more. Integrated with Dynamics GP and SharePoint. Datahaven for Dynamics 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 NAV user experience and available to non-NAV users from Microsoft Outlook. DynamicPoint www.dynamicpoint.com • 562-726-4396 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM. Enliven Software www.enlivensoftware.com • 866-439-5884 Fidesic AR and AP Platform Paperless Receivables and Payables to cut admin overhead and GO GREEN!

Ariett Business Solutions, Inc. Kamp-Data, Inc. www.kampdata.com • 702-948-6554 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Point of Sale

Integrity Data www.u-linc.com • 217-732-3737 ext. 0203 U-LINCTM, Powered By Integrity Data Workflow virtually anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is flexible and easy to use, improving organizational performance.

Metafile Information Systems, Inc. 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. www.mhcdocumentexpress.com 952-882-3341 MHC Workflow Easily route documents needing approvalinvoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

Northlake Partners www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Workflow Manage unique sales order workflows by transaction type and site.

TrinSoft www.trindocs.com • 859-252-6225 TrinDocs Fully integrated, browser-based document management and workflow solution with no limits on document types or entities that is flexible, affordable and easy to use. Go to trindocs.com to see an instant demo!

Services Application Service Provider/Hosting

Closing Sales

WatServ www.watserv.com • 866-531-2598 ext. 2302 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM Concept Computer Corporation WatServ is one of North America’s largest, most experienced providers of Cloud www.conceptcomputer.com • 800-561-5852 Computing services for Dynamics AX, NEW: Managed Microsoft Nav, GP & CRM. We have the best partner Dynamics Hosting programs with the highest returns. Call Concept is a certified hosting center 866 531 2598. offering end-to-end hosting & support services designed for all areas of a Microsoft Business Planning Dynamics environment. iNECTA llc www.inecta.com/rtia.html • 305-254-1443 Real Time Inventory Aging View the aging of inventory in real time. OneNeck IT Services Copy paste to Excel. www.oneneck.com • 480-315-3000 Dynamics Hosting and Business Portal Managed Services Provider development OneNeck® provides a comprehensive, flexible suite of Microsoft Dynamics hosting DynamicPoint and managed services designed to help www.dynamicpoint.com • 562-726-4396 companies improve system performance Dynamics Business Portal Enhanced and leverage their Dynamics AX enterprise with SharePoint Customizations application. Extend the out-of-box Dynamics Portal with SharePoint Customizations. Rose Business Solutions, Inc

Business Process Outsourcing

www.roseasp.com • 858 794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great commissions for the life of the contract. We guarantee 99.5% uptime.

Axapta

Great Plains

Navision

Solomon

Cloud Computing Reviora www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

Data Resolution, LLC 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.

Myappsanywhere by NetStandard 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.

Customer Relationship Management

Retail Management System

Rose Business Solutions, Inc www.mygpcloud.com • 888-794-9401 MyGPcloud myGPcloud is the first on-demand Microsoft Dynamics GP application. Free 30 day trial that can be set up in less than 5 minutes. Start a trial for your prospect or send them to our site and begin your trial today!

SaaSplaza www.SaaSplaza.com • 858-385-8900 ext. 102 Dynamics Preferred Cloud Provider SAS70 & SPLA certified, we provide VARs and ISVs with a secure, reliable & easily manageable platform to deliver all ERPs and CRM as a service to their customers (as well as SharePoint, Office, Exchange, etc.).

Point of Sale

Spring 2012

SErVICES

KEY:

Microsoft www.microsoft.com/ebc/fargo.mspx 701-492-6384 Executive Briefing Center Located in the heartland of North America, the Fargo EBC offers strategic, customized briefings to Microsoft business prospects, customers, & partners. The Fargo EBC offers a customized executive level experience.

OneNeck IT Services www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeck® provides a comprehensive, flexible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

Scribe Software www.scribesoft.com/online • 603-622-5109 Scribe Online Data integration for MS Dynamics CRM 2011 online, hosted and on premise. Solugenix Corporation www.solugenix.com • 866-749-7658 JOGG, Mobile ERP App Mobile ERP Apps for AX and Professional Services Organizations. Designed to Run on the most popular Tablets & Smart Phones.

WatServ www.watserv.com • 866-531-2598 ext. 2302 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 & CRM. We have the best partner programs with the highest returns. Call 866 531 2598.

Custom development

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Custom Development Services Fixed prices & over 10 years of experience in custom development work. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Dynamics GP Custom Development 20+ years experience. Competitive rates & partner margins available. Isis, Inc. www.isisinc.com • 804-762-4200 Isis Custom Development Isis provides cost effective outsourced custom development (C#, VB.NET, ASP. NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

SErVICES

Liberty Grove Software, Inc. www.libertygrovesoftware.com • 630-858-7388 Custom NAV Development Extend NAV, we will do the heavy lifting for your special projects. Mekorma www.mekorma.com • 888-635-6762 Dynamics GP Custom Development Experts in Dynamics GP and Dynamics CRM. Full package custom development or contract for specific services: discovery, specs, testing, documentation.

Axapta

CRMUG Magazine

Great Plains

Navision

Two Black Labs Marketing

Managed Services

FishNet Marketing LLC

www.twoblacklabsmarketing.com 804-304-7679 www.myfishnetmarketing.com • 701-532-0502 Cost Effective E-Mail Marketing Contagious content for your Microsoft List Acquisition, Lead Generation Dynamics prospects and customers. & Telemarketing Services Lead Generation - Inside Sales, List Mgmt, Ready-To-Go Customizable Newsletters Market Research Studies, 20 yrs. Sales & and Online Library Content. Marketing excellence working with MS Dynamics Partners. Graphic design Services R & G Consulting Partners

David Swang Design

www.randgconsultingpartners.com 406-821-9914 Outbound Telemarketing Producing Qualified Leads With Decision Makers Professional team with 15 years experience working with Microsoft partners. Leads, Appointments, Scripting, Lists, Event Fulfillment, Database Management. Various programs including cost effective test pilots.

www.davidswang.com • 701-412-7572 David Swang Design Logos, brochures, ads, direct mail, sales sheets, newsletters, banners.

dexterity development

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in the design and development of Dexterity & .NET based Customization and Integration (including eCommerce & RMS) solutions for Dynamics GP covering an extensive range of applications and industries.

KEY:

demand Generation

Hr & Payroll Implementation & Consulting Integrity Data www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire HRP solution or only certain components. We also offer a variety of training services.

Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in the design and development Implementation Services of Dexterity & .NET based Customization and Integration (including eCommerce & RMS) solutions for Dynamics GP covering an extensive range of applications and industries. Client Strategy Group www.csgpath.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX Business Computers Software, Inc. 2012 Upgrades. www.business-computers.com • 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or finger print reader. DexPros www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/ SQL/.NET/VB developers.

Email Marketing

Lanham Associates® www.lanhamassoc.com • 678-379-4200 ext. 105 EDI VAN Lanham can be your one EDI stop, but we won’t lock you in. Full function. Fair Price. Liberty Grove Software, Inc. www.libertygrovesoftware.com • 630-858-7388 NAV Implementation Services Let us train and guide you to a successful implementation. Solugenix Corporation www.solugenix.com • 866-749-7658 JOGG, Mobile ERP App Mobile ERP Apps for AX and Professional Services Organizations. Designed to Run on the most popular Tablets & Smart Phones.

Managed Freight Services Dynamics TMS TM

The Partner Marketing Group www.thepartnermarketinggroup.com 605-574-9432 E-Newsletter Content and Services Get access 24x7 to an online library full of unique newsletter content or elect the full-service options to nurture your pipeline of leads.

Solomon

Your Source for Microsoft Dynamics Transportation Software Solutions

www.DynamicsTMS.com 847-963-0007 ext. 136 DynamicsTMS® Transportation Management System The plug & play system includes full Parcel, LTL, TL, & Intl tariff mgt.

Retail Management System

RedTail Solutions www.redtailsolutioins.com • 508-983-1900 RedTail EDI Cloud-based managed EDI service for suppliers to retailers. Best EDI with lowest TCO.

Marketing Planning & Services Looking Glass Marketing 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 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.

The Promersberger Company www.promersberger.com • 701-492-9194 NEW: Vertical Marketing Planning Services Successful vertical marketing starts with a solid plan. With 39 years experience working with manufacturing clients combined with 21 years of MS Dynamics marketing, let us put our creative talents to work for you. Tornado Marketing, Inc.

Next Generation Logistics, Inc.

Customer Relationship Management

Point of Sale

www.tornado-marketing.com • 608-213-0377 Marketing Consulting Tornado Marketing provides high-impact marketing services.

Market research

Partner Support Service

FishNet Marketing LLC www.myfishnetmarketing.com • 701-532-0502 List Acquisition, Lead Generation & Telemarketing Services Lead Generation - Inside Sales, List Mgmt, Market Research Studies, 20 yrs. Sales & Marketing excellence working with MS Dynamics Partners. R & G Consulting Partners www.randgconsultingpartners.com 406-821-9914 Outbound Telemarketing Producing Qualified Leads With Decision Makers Professional team with 15 years experience working with Microsoft partners. Leads, Appointments, Scripting, Lists, Event Fulfillment, Database Management. Various programs including cost effective test pilots.

Member Organizations Dynamic Communities 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.

.nEt development Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in the design and development of Dexterity & .NET based Customization and Integration (including eCommerce & RMS) solutions for Dynamics GP covering an extensive range of applications and industries. Isis, Inc. www.isisinc.com • 804-762-4200 Isis .NET Development Isis provides cost effective outsourced .NET development (C#, VB.NET, ASP. NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! SWCS Consulting Inc. www.swcsconsulting.com • 780-413-8284 .NET Development Experienced developer using proven methodology to create professional, custom solutions for Dynamics GP, CRM and SharePoint.

Plumbline Consulting, LLC. www.PlumblineConsulting.com • 866-510-7826 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.

Sales tax Management Service

United ERP, LLC www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle, from contracts, product develpment approvals, automatic royalty calculations, compliance checking with audit tracking, automated statement reporting, forecasting and much more.

Liberty Grove Software, Inc. www.libertygrovesoftware.com • 630-858-7388 Fixed Price Upgrades Bring forward your customizations and data for a fixed price.

telemarketing/telesales

The Promersberger Company

Avalara, Inc.

R & G Consulting Partners

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

Software development Consulting Isis, Inc. www.isisinc.com • 804-762-4200 Isis Consulting Isis provides cost effective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! Mekorma www.mekorma.com • 888-635-6762 Dynamics GP Custom Development Experts in Dynamics GP and Dynamics CRM. Full package custom development or contract for specific services: discovery, specs, testing, documentation.

training Accolade Publications, Inc. www.accoladepublications.com • 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts. Webucator, Inc. www.webucator.com/microsoft/microsoftdynamics.cfm • 877-932-8228 Dynamics Training Microsoft Dynamics Training - regularly scheduled public classes delivered live online and custom private classes normally delivered at your offices. Webucator is a Microsoft Certified Partner for Learning Solutions.

upgrades

Client Strategy Group www.csgpath.com • 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

Vertical Marketing

www.promersberger.com • 701-492-9194 NEW: Vertical Marketing Programs & Services For 39 years, we’ve helped equipment manufacturing companies increase market share and brand equity. Let us put that experience to work for you with vertical marketing programs for manufacturing and distribution.

Video Marketing The Partner Marketing Group www.thepartnermarketinggroup.com 605-574-9432 Video Marketing for Dynamics CRM Learn how “Dave Saves the Day” video series can help you sell more CRM.

Writing/documentation Services Spindler Marketing Communications www.spindlermarketing.com • 651-683-0427 Professional Marketing Copywriting Expert case study, brochure, factsheet, web and direct mail copywriting. The Partner Marketing Group www.thepartnermarketinggroup.com 605-574-9432 Blog, Case Study and Website Writing Services Use blog writing, case studies and website content to build your brand. The Promersberger Company www.promersberger.com • 701-492-9194 NEW: Professional Case Studies Case studies help build your credibility if you have a professional writer telling the story. Look no further, we have created a streamlined process for writing high impact case studies that are cost-effective. Tornado Marketing, Inc. www.tornado-marketing.com • 608-213-0377 Copywriting Just say NO to boring brochures, painful PowerPoints and the same old blah, blah, blah. We write content that sizzles.

SErVICES

Look for this icon to identify solutions that have earned the Certified for Microsoft Dynamics accreditation. KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Spring 2012