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Tips & Tricks from April Bauer, CCP, and Bob McAdam, Tribridge

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It’s All About Connections: Networking in the Community

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Interview with Pam Misialek, Microsoft

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User Member Showcase: Landon Russell, The Money Box

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AX • GP • SL • NAV

spring 2012 www.gpug.com ®

contents

» »

this Issue:

Magazine

User Memb er Showcase : Landon Russell, The Money Box

Interview with Pam Misiale k, Microsoft

It’s All Abo ut Connection s: Networking in the Community

Tips & Tric ks from April Bauer, CCP and Bob McA , dam, Tribridge

In Every Issue From the Director . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Spring 201 2•

www.GPU

G.com

News . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Welcome to Our New Members . . . . . . . . . . . . . . . . . . . . 9

Academy Corner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Find the Logo Contest . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Name That Photo Contest . . . . . . . . . . . . . . . . . . . . . . . 24

GPUG Jumble . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

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

Features Meet the Board . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Tips & Tricks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

User Member Showcase Landon Russell, The Money Box . . . . . . . . . . . . . . . . . . 13

Microsoft Member Showcase Pam Misialek . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

showcase microsoft member

Pam Misialek

am Misialek is in her 16th year at Microsoft where she serves as a senior product manager for Microsoft Dynamics GP. All but five years of her tenure have been devoted solely to Microsoft Dynamics GP, making Pam a veteran and trusted member of the Microsoft Dynamics GP community. GPUG® sat down with Pam to talk about Convergence 2012 Houston, the highly anticipated next release, and what GPUG can do to help foster the community. GPUG: What excites you most about the upcoming Convergence? Pam Misialek (PM): I’m really excited about DayONE. This year our groups (the Microsoft Dynamics GP team and GPUG) coordinated more effectively to make sure the content mixes well with the content for the rest of the event. In turn we’re providing Customers with more value for their Convergence experience. For example, we’re covering FRx® for Microsoft Dynamics ERP content during DayONE, and then during Convergence, we’ll focus on Management Reporter so that Users can get the tips and tricks for their existing FRx installation and then find out what they need to do for the upgrade to Management Reporter. We’re also starting with introductory topics during DayONE and then moving to more advanced topics later on during Convergence. GPUG: You’ve attended Convergence for years. What’s your recommendation for those Users who are new to the event? PM: Actually, the number one tip I always give is to drink lots and lots of water and to wear your most comfortable shoes, even if they’re not fashion-appropriate. On a slightly less practical level, always have a notebook with you and remember to write things down, because you’ll be so filled with information when you get back to your office

that you won’t know where to start. Before you leave the conference, pick one thing that you’re actually going to do. You don’t need a list of 100. You just need to pinpoint one thing that you can actually do. GPUG: What do you feel is the most valuable aspect of Convergence? PM: Every year we have several sessions in the “50 Tips in 50 Minutes” format. I guarantee that every person in that room will learn something new. Even me. I will learn something in one of these sessions. We have our standard, “generic” 50 tips sessions, and then we also have some that are focused on User roles such as financials. Customers really enjoy that they can write the tip and download the session’s PowerPoint deck to get more of the details. Our Interactive Discussions are also valuable. If you’re attending one, be ready to talk and discuss your experiences as the discussions are meant to be a forum where you share and talk with other Users. If you’re looking for a presentation format, you should attend a Concurrent Session during that timeslot. GPUG: What’s your recommendation for Users who aren’t able to attend Convergence this year? PM: We do share a lot of the Convergence materials on CustomerSource, giving Users the opportunity to view content such as our “50 Tips in 50 Minutes” session, which is always a popular session. CustomerSource is a great place to find that type of information. It’s not the same as attending, but it gives you something. GPUG: The next release of Microsoft Dynamics GP is coming up later this year. What can Users look forward to in the time leading up to the release?

PM: First, the product now officially has a name – Microsoft Dynamics GP 2013 – and there’s going to be a lot of existing Customer functionality in this product. We used feedback from Microsoft Connect to find out what Customers wanted in the product and focused on some of the most requested functionality as our core features. In addition to the enhanced functionality, Customers can stay with their current deployment or launch Microsoft Dynamics GP 2013 with an Internet browser. This gives Customers the power of choice, choosing whether they want to have their installation on-premise, hosted, or via the web client. We’re not making Customers move to the cloud or an online experience; we’re just providing them with another option. For example, you could have your sales team, who may be on the road for travel, on the web client and keep your power Users on the desktop client, with the option of the web client if they need to work in the evening from home. Another thing to look forward to is that between now and release, we’ll have a technology adoption program (TAP) program, which brings existing Customers live on a live and stable beta version of the product. We’re currently looking for Customers who will go live on the beta version this summer. GPUG: If a User is interested in being part of the TAP program, what should they do? PM: We have an article posted on CustomerSource with more information, and we’ll talk about it during our General Session at Convergence. You can also contact XXXX@microsoft.com for more information.

GPUG: You mentioned that you collect and implement feedback from Microsoft Connect. Do you also gather feedback in person? PM: We conduct Conduit Sessions on DayONE of Convergence, which gives Customers the opportunity to give feedback directly to our development team. Customers can ask for a feature and have a dialogue about why they want it, functionality, and more. Past attendees have received a lot of value from this session. GPUG: Can changes be made yet to Microsoft Dynamics GP 2013? PM: While we’re locked on features for this release, we’re starting to look at Microsoft Dynamics GP “14”. It’s not too late to give feedback as we’re always working on a release. In fact, the development team is doing spec documents for the next version beyond 14. GPUG: So Microsoft Dynamics GP 2013 was dubbed GP “12.” Are you skipping GP “13”? PM: There’s some history around that, similar to how hotels won’t have a floor 13. We’re skipping and moving right to 14. Microsoft Office and other products have done similar things. Don’t worry; we know how to count <laughs>. GPUG: What can we as GPUG do to better serve the Microsoft Dynamics GP User community after Convergence and through the release of Microsoft Dynamics GP 2013? PM: After Convergence, we will be spending more time talking about the new functionality coming in Microsoft Dynamics GP 2013. We plan on leveraging GPUG to help bring awareness and understanding of this new major release to Users, and we’ll also ask our community to come together to talk about the new functionality and explore new ways of taking advantage of it. GPUG

It’s All About the Connections . . . . . . . . . . . . . . . . . . . . 18 VAR Partner Member Showcase MSX Group, LLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 ISV Partner Member Showcase Professional Advantage . . . . . . . . . . . . . . . . . . . . . . . . . 25 Premium…It’s the Only Way to Go . . . . . . . . . . . . . . . . . 27

GPUG Magazine

Spring 2012

Page 16

Advertiser Index MetaViewer from Metafile . . . . . . . . . . . . . . . . . . . . . . . . . 2

Integrity Data – PR / HR Enhancements . . . . . . . . . . . . . 22

Mekorma . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Panatrack, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Integrity Data – ULINC . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Encore Business Solutions . . . . . . . . . . . . . . . . . . . . . . . 10

Rockton Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Business Computers Software, Inc . . . . . . . . . . . . . . . . . 19

Magazine Spring 2012

Part 2

Are You Getting the Most from L

ast issue we discussed the Check Image payments have been approved. This is a new Archive, PDF Check Copies, Signatures and feature, so stop by the Mekorma booth at Passwords based on User ID.* This issue we are Convergence to see it in action. discussing EFT Password Security, Approval Refund Check Support Work�low, Refund Check Support and a helpful If you use the built in Dynamics GP Refund hint about check formats. Check feature, you know vital information EFT Password Security from the SOP Return, such as Item Description, There is a new checkbox Price, and Quantity is not available to print on on the Mekorma MICR the refund check stub. You may have Security window that even �ielded calls from confused check gives you �lexible recipients. password protection for your Mekorma MICR provides formats and Electronic Funds Transfers. EFTs will use the a large choice of �ields from the SOP Return same password rules as you use with checks. document so the people you send checks to You can require none, one or two passwords can easily see why. The setup is easily done by for Payables EFTs based on high dollar amount. choosing a refund check format on the Mekorma Approvers use their own Dynamics GP user MICR Checkbook Setup window. Mekorma MICR name and password. This creates an audit log will automatically use this format for Refund (accessible from the Mekorma MICR Security Checks and use your regular payables format for window) so you can see who approved the checks to your vendors. transfers.

Payment Approval Work�low

If you use Mekorma MICR password protection for your payments, you know that, historically, there has been one big limitation: the password had to be entered on the workstation printing the checks. This is okay if the person approving the payments and the person building and printing the payments work together in close proximity. Increasingly, this doesn’t �it today’s reality. Debuting at Convergence 2012, Mekorma MICR will send a text or email to your check approver to tell them when there are payments to approve. They can log into Dynamics GP from wherever they are to approve the batch. Mekorma MICR will automatically notify the *Read more check printer articles and tips at when the www.Mekorma.com

Best Hidden Feature 1: Named Printers

To save steps every time you print checks, use Named Printers to suppress the print dialogue box. This also guarantees your checks will go to your check printer instead of accidently printing elsewhere. If you print check copies, Named Printers can direct them to a different printer using plain paper and regular toner.

You can download the latest features from www.mekorma.com. Be sure to install and test any upgrade in a test environment before installing in your production system.

from the director

summer2011 www.axug.com

How are YOU at Networking? Happy New Year! Kim Peterson Janet Lampert

T A

his is the time of year when many Microsoft Dynamics GP Users have the opportunity to head and s we look aheadtotoConvergence, an exciting new we’reyear, reminded how valuable it is toon network I can’t help but reflect 2011 from Dynamics GP and learn marvel at the Microsoft fantastic year that our community. CRMUG® community has experienced. It’s This of GPUG Magazine concentrates hard toissue count our many blessings, but I’ll on the importance networking. share with you a few ofofmy favorites. We’re offering uphave tipsbeen andblessed reasons our First, we withwhy a fabuMembers and that learnhave fromhelped others lous groupgetofinvolved volunteers who walk in their shoes.plan, coordinate, and execute around 190 GPUG Regional Chapters provide an awesome opportunity educational webinars. Many for oflearning these and networking in your local This issue provides information on webinars have been led by thearea. Microsoft Dynamics CRM most valuwhatprofessionals chapters do, (MVPs), along with to thank take to helpenough facilitate able andsteps I can’t them formeetings sharing near you on a regularalso basis. Q2 2012 chapter meetings their knowledge. I’d likeOur to extend a huge “thanks” to will all offocus the primarily on navigation withinCRM Microsoft Dynamics GP.leadership GPUG willroles also expert Microsoft Dynamics Users that took be partnering withtheir Microsoft to act a local resource for education within – and lent expertise to as – the CRMUG Special Interest around the release of Management Reporter 2012. Groups (SIGs). Networking isn’t natural; work at array it. For of that reason, We’ve also been blessed you withhave an to awesome CRMUG you’ll find tips in leaders this issue howcommitted to be a better networker. A quick Regional Chapter thatonhave to building the CRMUG tip for thosewithin of you attending Convergence Houston: your trip community their local markets. It wasina monumental initiawill and be greatly enhanced if you set goals for meeting people and tive achievement in 2011 to launch quarterly chapter meetings in networking effectively. 27 locations,more and 52 Users stepped up to take leadership roles. Thank will of lead the following activities we youGPUG to each these leaders who openlyduring share Convergence; their Microsoft look forward to seeing you! and help facilitate meaningful dialogue Dynamics CRM experiences »» PreGAME A various Partner-only event on Saturday afternoon to between Users in–our regions. educate on Microsoft Dynamics GPof2013. I can’t say Partners enough about the fantastic group CRMUG Members who put enormous effort into making our CRMUG DayONE and Summit conferences wildly successful. The strength of our 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!

»» DayONE – An afternoon of 18 free sessions on Sunday. Learn

from Microsoft Dynamics GP Users and subject matter experts. »» Birds of a Feather – Find otherblessed Microsoft GPexpert Users The CRMUG community is also withDynamics a wealth of the same interestswho as you. We’ll havetheir 25, one-hour VAR who and have ISV Partner Members openly share expertise Roundtable onTheir Monday and Tuesday. with the CRMUGDiscussions community. knowledge and experiences are »» Interactive Discussions – Microsoft 22 Interactive Discussions will be invaluable, and CRMUG and the Dynamics CRM commuhosted by grow GPUG. Come because hear Users discuss 12 unique topics in nity as a whole stronger of their contributions. Roundtable Discussions are led byboard an expert panel. for the And lastly, I’d like to thank that the CRMUG of advisors »» GPUGthey Kiosk in the Microsoft Solutions – they Stop investment make in helping guide CRMUG,Experience for the time and learn more about what GPUG offers in the Microsoft spentby helping me navigate my first year as CRMUG director, and for GPevangelism area of the Microsoft Solutions Experience, their Dynamics never-ending of CRMUG. locatedahead, in the middle of the Expo Looking I am excited for Experience. what 2012 has in store for Lastly, GPUG Summit willCRMUG take place theconnectweek of CRMUG. You’ve no doubt2012 joined asina Seattle means of October 14; putMicrosoft in on yourDynamics calendar – and in yourand budget now. ing with other CRM Users, I am– commithope you enjoy of GPUG Thank youjust to tedI to facilitating newthis andissue effective ways toMagazine. help you accomplish all who make GPUG and itsresolutions importantare: networking and learning that. My CRMUG New– Year’s – »happen. Let’s continue your to connect, learn, share, growprothe To better understand issues, allowing me toand develop GPUG community…one Member, one resolved challenge at a gramming that best meets your needs. time! » To provide a larger variety of programming for ALL roles within Regards, your organization. » To improve the daily service we offer to you by responding 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! Kim Peterson Cheers, GPUG Director

Janet Lampert CRMUG Director

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

Announcing U-LINC Workflow Anytime & Anywhere ™

Imagine that virtually all of your business processes are automated so your business rules are always consistently enforced. Imagine being continually notified of business transactions across your organization. Now, imagine doing this by leveraging technologies and systems you already own. Get more out of your existing Microsoft Dynamics® system with notifications and workflows tailored to your existing business processes.

U-LINC has made workflow virtually anytime and anywhere a reality for Microsoft Dynamics®. It works seamlessly within and across your existing Microsoft Dynamics® system without changing the way the organization does business. U-LINC is flexible and easy to use and greatly improves organizational performance. Integrity Data is proud to announce U-LINC™ – the latest, most comprehensive and flexible workflow solution designed for use within Microsoft Dynamics®.

Visit u-linc.com or contact Integrity Data for more information. (888) 786-6162

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

experience!

The GPUG Summit is the premier annual conference for Dynamics GP users, GPUG Partners and key Dynamics GP 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 GP. “Summit is all about GP and all about GP Users. I knew instantly that this was my new must-attend GP conference.” –Drew Rosen, CFO at Carolina Services of Fayetteville, Inc.

October 16-19, 2012 Washington State Convention Center

summit SEATTLE

Seattle, Washington

gpugsummit.com Spring 2012

news

GPUG Regional Chapter, Anyone?

egional Chapters are an integral part of GPUG® and provide Microsoft Dynamics GP Users the option to connect, learn, and share with other Microsoft Dynamics GP Users in their geographic area. The face-to-face sharing of Microsoft Dynamics GP knowledge and best practices through interactive discussions and networking is invaluable in helping you optimize your business effectiveness. GPUG supports all aspects of planning and executing Regional Chapter meetings, enabling leadership to focus on strategic oversight and meeting facilitation. GPUG is a group led by Users, for Users.

The Benefits of a Regional Chapter » Networking is invaluable for Users to know others in their area » » » » »

who walk in their shoes; you form a network of helpful and understanding relationships. Increasing User satisfaction of Microsoft Dynamics GP by learning more enables you to improve your processes. Optimizing the value of your Microsoft Dynamics to maximize efficiency and success. Increasing User readiness for upgrades and additional services. Learning about companion products that help your specific needs. Creating a closer relationship with Microsoft by having the opportunity to provide product development input and updates for the product roadmap.

Indications that a Regional User Group is Needed GPUG receives inquiries on a regular basis from Users about a local chapter. If there isn’t one established, this is where the planning usually begins. It’s simply a matter of asking someone to host the first meeting, and then a chapter is born. GPUG always looks for a few leaders to help run the group, so it’s not that we expect the first one inquiring to run the group, although we’d prefer his/her help in launching the first informal “meet up.” Meetings are typically held at a Microsoft office, and GPUG helps spread the word about the meeting by inviting those in the area that we have in our database. GPUG supports Regional Chapter leadership and ensures that these volunteer responsibilities can remain at strategic oversight and direction. “Heavy lifting” duties such as logistical planning, event arrangement, registration, promotion, food and beverage procurement, and so on can be the responsibility of GPUG.

Leadership Roles Persons leading Regional Chapters must be Users coming from User Member companies. The leadership roles are chairperson, vice chair for membership, and vice chair for communications. Their responsibilities are as they sound; details are available on our website (www.GPUG.com).

GPUG Resources for Chapter Leaders GPUG offers a “meeting kit” with materials for leaders to leverage. It has a planned agenda, decks, and communication tools. We do our best at pre-planning and preparing leaders to carry off a professional and educational event with as little effort as possible.

GPUG Magazine

® RegionalChapters Chapters Regional GPUG also has many other tools/events leaders can leverage such as our Lunch & Learn webinars or recordings that can be launched during the meeting as a presentation. History shows that Members want to learn from each other’s experiences. Roundtable discussions are perfect for that. We’ve seen it work well to divide up topics by roles, industry, or topics. Many attendees find these the most rewarding part of meetings.

Communication, Planning, and Website Presence GPUG handles much of the communication with email invitations and listing on GPUG.com. The web page contains details about the chapter (general information, geography, leadership team) and chapter events (venue, speakers, agenda).

Suggested Meeting Frequency Six times per year: Four local, one at GPUG Summit, and one at Microsoft Convergence.

Common Agenda 8:30 a.m.: 9:00 a.m.: 10:00 a.m.: 11:00 a.m.: 11:45 a.m.:

Registration and Networking Structured Networking Educational Workshop / Roundtable Discussions Educational Workshop / Member Showcase Preview of Next Meeting, Announcements, and Chapter Business Noon: Conclusion

Regional Chapter Tips » Consider using a User Member’s facility. This gives a chance for

other Members to see the site and understand each other’s business a bit better. Tours are great, and it helps build character around membership. Ask local Partners to submit topics that they’d be willing to present to the group. This helps build an inventory of possibilities along with understanding their expertise. » Once a year have a fun event like attending a professional ball game or something where you can get to know each other a bit better. » The dates for a chapter meeting should be in the middle two weeks of the month but not on the 15th of the month. This allows accountants who are “heads down” the first and last week of the month to come. Also, the 15th could prohibit those who work with payroll to attend. In short, local Regional Chapters are very valuable. GPUG is here to assist! Visit GPUG.com > Member Resources > Regional Chapters to see where we have groups today. If there’s not a chapter in your area, reach out to RegionalChapter@GPUG.com, and we’ll help get one started! GPUG

news Congratulations to Cox Media Group, Dell SecureWorks, and McCain, Inc. for achieving finalist status in the 2012 Customer Excellence Awards. All three organizations are GPUG Members and Microsoft Dynamics GP Users. The award winners will be recognized during Convergence 2012 Houston and the full list of winners is posted on the Convergence website.

Welcome to Our

New Members GPUG® is adding new Members (with new Microsoft Dynamics GP expertise) every day! Less than two months into 2012 we have added 307 individual Members to the GPUG community, bringing the group’s grand total of Member organizations to 3,104. 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 GPUG Premium membership in 2012 as well as our Premium Partner Members. Thank you! Please note that these organizations have given GPUG permission to share their name publicly.

Premium Members Added in 2012 Access Community Health Centers

Bionix Development Corp.

Dutchman Tree Farms

Affordable Auto Glass

Business Suites Inc.

Grand Canyon Education, Inc.

Associated Asphalt

Credential Check Corporation

OneSource Building Technologies

ATPE

CUNA, Inc

The Bell Group

Premium Partner Members Added in 2012 BIO Analytics Corp.

Wipfli

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

Spring 2012

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meet the board

GPUGÂŽ Members elected new leadership in January 2012. Congratulations to Mike McDowell, chairman, and John Lowther, vice chairman, as you step into your new roles! We spent some time with Mike and John to learn more about their aspirations and what GPUG means to them.

Mike McDowell

Company: Sta-home Health & Hospice, Inc. | Location: Jackson, MS Email: Mmcdowell@sta-home.com | Title: Director of Finance Board Member since: 2007 | Microsoft Dynamics GP User since: 2001

GPUG: What are you most excited about as you step in as GPUG chair? Mike McDowell (MM): I am very honored to have been elected by my peers. It is a

great feeling to be recognized for all the work I have done for GPUG since its inception.

GPUG: What would you like to see GPUG accomplish in the next year? MM: I would like to see the membership increase. I would also like to see the GPUG

staff make an effort to reach out to all Members and find out what their pain points are, then take that information and use it to either develop new GPUG Academy classes and webinars or make the established classes more effective.

GPUG: How do you think we can achieve that? MM: By taking advantage of surveys at GPUG events and by using the GPUG staff

members to call or email each Member.

GPUG: What should a brand new GPUG Member do early on in his/her membership? MM: Take advantage of all the wonderful benefits available to them, such as the webinars,

elearning classes, Regional Chapters, CPE credits, GPUG conference session materials, access to virtual events, and the Special Interest Groups. Also, make plans now to attend events that GPUG hosts or participates in, such as Summit, scheduled for October 2012 in Seattle, Washington, and Convergence in 2013.

John Lowther

Company: Sta-home Health & Hospice, Inc. | Location: Jackson, MS Email: Jlowther@sta-home.com | Title: Database Administrator Board Member since: 2008 | Microsoft Dynamics GP User since: 2001

GPUG: What would you like to see GPUG accomplish in the next year? John Lowther (JL): Iâ&#x20AC;&#x2122;d love to see our number of Premium Members grow, maybe

doubling or tripling in size.

GPUG: How do you think we can achieve that? JL: One way is getting information about GPUG out to more Users; another is getting Partners to tell their Users we exist.

GPUG: What should a brand new GPUG member do first? JL: Definitely get a Premium membership as it can benefit everybody in your company. Also, sign up for the GPUG newsletter so you can get the upcoming events on your calendar. Finally, attend the webinars so you can learn new things about Microsoft Dynamics GP.

Spring 2012

» » » » » » » » » » » » » »

troubleshooting the Finance Module Microsoft excel-Based and native Budgeting for Micro Forecaster: avoiding Microsoft excel Pitfalls Where do the experts turn for answers? the Worst Mistakes you can Make with Microsoft dyn ask the experts: 13 classic under-used Features in M how2: System Maintenance Congratulations to Bobbi Cameron of the green Bay packersdynamics for finding the hidden logo 6 of the Going Beyond Microsoft GPon page Business alerts winter 2012 issue. using SlB for Way More than Just lists of data Hidden somewhere between the covers of this 50 tips for closing the Month Faster with Microsoft dy magazine is our gpug mark. you find it? Word up! learn how Can to Setup and use Word templates dynamics GP 2010 While our gpug logo shows up throughout the magazine, the gpug mark appears in only one place. Microsoft dynamics GP Payroll and hr toolbox When you’ve found it, send Practices an email to logocontest@GPUG.com with dynamics an explanation Security Best for Microsoft GP of where and on what page it’s at. We’ll choose a winner at random and will highlight ready totheintegrate Microsoft SharePoint into Microsoft him/her in next issue of the magazine.

find the logo contest

events

At a Glance: DayONE Sunday, March 18 hilton aMericaS-houSton

1:30 – 2:00 p.m. Welcome and General Session 2:30 – 3:30 p.m. Six concurrent Sessions 3:45 – 4:45 p.m. Six concurrent Sessions 5:00 – 6:00 p.m. Six concurrent Sessions

Winter 2012 Location

a total of 19 Free Free sessions will be offered to Microsoft dynamics GP users by GPuG®. in addition to a General track, we have focused tracks including Financials, Bi/reporting, it/ it/dBa, it dBa, hr/Payroll, and upgrades. We hope you arrive early to take advantage of learning from your peers and subject matter experts. last year about 700 Microsoft dynamics GP users attended dayone and walked away learning more about the challenges other users face and how they’re solving them. dayone is about sharing experiences. as one of our subject matter experts says, “i don’t want them to go through what i’ve been through,” so he shares tips on what to do and what not do when using Microsoft dynamics GP. We hope you attend and learn side by side with fellow peers. it truly is users helping users. Please go to GPuG.com for more details, updated session information, and to register. Planned Sessions: » 20 hr and Payroll tips and tricks t » unleashing the Power of Microsoft excel refreshable reports & the Microsoft excel report Builder in Microsoft dynamics GP » how2: Management reporter to the next level » how2: Frx to the next level » troubleshooting t the Finance Module » Microsoft excel-Based and native Budgeting for Microsoft dynamics GP » Forecaster: a avoiding Microsoft excel Pitfalls » Where do the experts turn t for answers? » the Worst Mistakes you y can Make with Microsoft dynamics GP » ask the experts: 13 classic under-used Features in Microsoft dynamics ynamics GP » how2: System Maintenance » Going Beyond Microsoft dynamics GP Business alerts » using SlB for Way More than Just lists of data » 50 tips for closing the Month Faster with Microsoft dynamics ynamics GP » Word up! learn how to Setup and use Word ttemplates emplates and email in Microsoft dynamics GP 2010 » Microsoft dynamics GP Payroll and hr toolbox t » Security Best Practices for Microsoft dynamics ynamics GP » ready to integrate ntegrate Microsoft SharePoint into Microsoft dynamics GP

GOOD OOD LUCk! LUCk! 12

GPUG Magazine

user member

L Company: The Money Box

Headquarters: Austin, Texas

Interviewee: Landon Russell, controller

Email: Landonr@themoneybox.net

Website: www.themoneybox.com

Established: 1981

Number of Employees: 220

Number of Users: 4

Microsoft Dynamics® GP User Since: 1996

GPUG® Member Since: 2009

showcase

andon Russell was so impressed with what he experienced at a national level that he decided to play a part in bringing it home. Russell is controller of The Money Box, a check-cashing company and provider of other financial services with 66 locations throughout central and south Texas. As a person who has worked with Microsoft Dynamics GP for more than 15 years, Russell is helping establish a local chapter of GPUG. “I discovered GPUG at Convergence,” he says. “We used to have a group here in Austin, Texas, but it fizzled out at some point. So, I got involved nationally, and then we began forming regional chapters.” In addition to serving on GPUG’s board of advisors, Russell has also been tapped for a leadership role with the local chapter. Thus far, the group has met twice, with each meeting drawing between 10 to 20 attendees. Russell says the most compelling part of participating in User group activities is the almost limitless opportunity to learn more about the technology that Members rely on to perform critical functions. In describing the way The Money Box uses the solution, Russell says, “We’re pretty simple – we use the main modules such as general ledger, HR and payroll, and accounts payable.” For use in the stores, the company’s IT team created software to manage transactions. Those transactions are sent in weekly and, using Integration Manager, fed back into Microsoft Dynamics GP. Russell says his company has also developed time-tracking software to manage its biweekly payroll, and those transactions are also imported back into Microsoft Dynamics GP. Russell has always been impressed with the technology. His relationship with the solution began when it was time to switch from a DOSbased accounting system. During his search for other software options, he attended a one-day seminar where he saw a few solutions. “Great Plains was the one we went with, and it’s the one we’ve stayed with,” he says. “It’s affordable. It gets

the job done. And it’s continually upgraded and supported.” At the same time, there are areas where Russell feels Microsoft could make improvements. “It seems like the HR and payroll side doesn’t get as much attention as the other modules in terms of having new features added and overall support,” he says. “So, through GPUG, and through the group that focuses on those modules, I’m always lobbying for new features and improved support.” As a testament to GPUG’s clout, Russell’s lobbying has not gone unnoticed. “There’s a Microsoft employee who handles support for those modules, and I talk to her all the time,” he says. “At the moment, they’re seriously considering implementing an exceptions report. I feel that GPUG helped get us through the door at Microsoft to lobby for that.” One of Russell’s responsibilities with GPUG is helping organize the annual Summit. “I recommend attending that because you get the chance to talk to lots of other Users,” he says. “It’s great to talk to the creators of it, but you really get something extra when you talk to people who use it every day, and at the Summit, most of the sessions are presented by people who use it every single day, just like you do.” But between Summits, Russell keeps his knowledge fresh by participating in webinars that are developed for each module and for specific industries. Some webinars are hosted by Microsoft employees, which presents a great opportunity to see examples and ask questions. And he’s hoping, of course, to augment all of his learning with regularly scheduled quarterly User group meetings in Austin. “I’m not a big networking type of guy, but it’s really good to talk to people,” he says. “When I talk to others who are using the solution, I always pick up a few tips on the solution itself and also on specific add-ons they’ve used. And it’s really helpful to bring people together with people from Microsoft and with vendors.” To learn more about joining in the GPUG mix in Austin, contact Russell at landonr@themoneybox. net. GPUG

Spring 2012

GPUG

tips & tricks

Help is Just a Click Away

by April Bauer often tell the story of how I gained my Microsoft Dynamics GP knowledge through reading the eight or nine available manuals. In the “old days”, they were my only option. Today, however, there are so many options, from online manuals and trainings to social media to third party involvement from a Partner. For those who love a good manual, printable manuals are embedded in Microsoft Dynamics GP and are available by clicking the question mark in the upper right corner of the Microsoft Dynamics GP window and choosing “Printable Manuals.” The manuals are broken down by modules and subtopics, and I have found these to be most useful for things I do once in a blue moon such as creating a “new company.” Microsoft Dynamics GP Online can also be accessed from the question mark in the Microsoft Dynamics GP window. Microsoft Dynamics GP Online provides documentation and resources for your version of Microsoft Dynamics GP, including the following links: »» CustomerSource – You will need to have had access granted to you by your Microsoft Dynamics GP administrator. Within CustomerSource you will find the following information: • News and events • Product and service information • Training and certification • E-Learning • Downloads and updates • Recent and most frequently viewed knowledge-based articles • Microsoft Dynamics GP technical and non-technical blogs • Documentation »» E-Learning and Classroom Training Options – An excellent resource for new employees and can easily be set up as part of a training plan »» Development and Customization – Provides you with a connection to the Microsoft Dynamics GP Developer Center for resources around Integration Manager, web services, Hyper-V™ Server, and more (your IT team will love it) »» Support Information – Provides many of the same links as CustomerSource, plus: • Support (both assisted and unassisted) – Many of these may be covered under your service plan with Microsoft

GPUG Magazine

• Working for You – Allows you to tailor your support and training needs around your job description • Getting More Out of Dynamics – Review other products options or configurations »» Microsoft Dynamics GP Community – The Community is made up of Users like you, and the site is supported by Microsoft Dynamics. The Microsoft Dynamics GP Community offers the following: • Blogs – Wide variety of topics from Management Reporter to conversations on product functionality • Community Guest Columns • Team News and Highlights • Ask the Community – This is one of my favorites; it’s useful for the days when you’ve run into a problem and can’t think of the answer. Toss your question to the community, and someone, somewhere has run into the same problem and will offer a resolution. • Microsoft Dynamics GP recently asked and answered questions • Community Member Spotlight • Executive Insights • User Group Info • Twitter Feeds (search by #MSDYNGP) »» Microsoft Connect (MSConnect) (https://connect.microsoft. com) – This site enables you to post an enhancement suggestion for the next release of Microsoft Dynamics GP. Fellow Users have the ability to vote on your suggestion, and your idea may be part of the next release. As a supplement to everything above and so much more, we’re fortunate to have our GPUG User community at hand. With so many offerings available, I’ve found the following to be particularly helpful: »» Regional Chapter Meetings – A way to connect with Users who live and work near you »» GPUG.com – Including links to blogs, a content library, discussion forums, and FAQs »» Lunch and Learn Programs – A great way to gain new ideas or refresh previously-learned information »» Special Interest Groups – These groups cover specialized areas of interest, including health care, HR/payroll, business intelligence, and reporting, to name a few »» GPUG Share my Code – Site where Users who have written code for different processes share it with other GPUG Users

» Certification Program – A new program that will be available

for different areas of expertise in Microsoft Dynamics GP (starting with Accounts Payable) Sometimes what you need doesn’t fit into any of the options above or you simply don’t have time to investigate on your own. That’s when a call to your Partner can help you out with the following: » Technical Support – Answering your questions on implementations, upgrades, and general questions as well as error messages » Assessments – Making sure that you have the right modules and products to do your job well » Research Third Party Options – Get recommendations for ISV products that work well with Microsoft Dynamics GP and will solve your challenges

» Problem Solving – Extremely helpful when things are not

going well; they can hold your hand when you are having a REALLY bad day » Creating Customizations and Modifications – A payroll customization we wanted was also wanted by others; we split the cost of the customization » Trainings – Focused on various topics from upgrades to year-end closings And if all else fails, almost everybody is connected to some form of social media, whether it’s LinkedIn, Facebook, or Twitter. A quick search on one of those sites just might find you the answer you need. There are so many more resources today than there were back in the “old days” of those eight or nine printed materials. Simply look up your question, ask the community, send an email, or pick up the phone. It’s that easy. April Bauer is CIO/CFO for CCP.

Disabling Outlook Integration on the Microsoft Dynamics GP Home Page

by Bob McAdam ’m working on a Microsoft Dynamics GP 2010 R2 upgrade where the Customer is also moving away from local fat clients and transitioning to Terminal Services. In doing so, the CIO does not want Users running Microsoft Outlook on the new Terminal Server, so he prefers not to leverage the Outlook integration with the Microsoft Dynamics GP 2010 R2 home page. Managing this request properly involves two steps. The first item on the list was universally removing the check inside the checkbox in the ‘Customize Home Page’ window that reveals unread inbox count and some near-term calendar appointments from Outlook on the Microsoft Dynamics GP home page. This Customer has quite a few Users, so executing a SQL command against the system (DYNAMICS) database is a lot more efficient than doing this task manually. The table in question is the syHomePageLayout Table (SY08100), and the proper command to quickly execute this task is as follows: Update DYNAMICS..SY08100 Set Visible = 0 where SectionID = 2 The second item on the list involves preventing Users from re-establishing this integration with Outlook. Access to the ‘Customize Home Page’ window is not restricted here (I highly encourage Users to customize their home page to make their Microsoft Dynamics GP experience even better!), but the checkbox is still visible and available as we don’t want anyone to find it and check it on their own! To solve this issue, Field Level Security is used.

By Bob McAdam IÕ m working on a Microsoft Dynamics GP 2010 R2 upgrade where the Customer is also moving away from local fat clients Disabling Outlook Microsoft Dynamics GP on Home and transitioning to Terminal Services. InIntegration doing so, the CIO on doesthe not want Users running Microsoft Outlook the newPage Terminal Server, so he prefers not to leverage the Outlook integration with the Microsoft Dynamics GP 2010 R2 home By Bob McAdam page. IÕ m working on a Microsoft Dynamics GP 2010 R2 upgrade where the Customer is also moving away from local fat clie andrequest transitioning to Terminal Services. doing theonCIO not universally want Usersremoving running Microsoft on the new Managing this properly involves two steps.In The firstso, item thedoes list was the checkOutlook inside the Server,Home so he PageÕ prefers not to that leverage theunread Outlookinbox integration withsome the Microsoft checkbox inTerminal the Ô Customize window reveals count and near-termDynamics calendar GP 2010 R2 home page. appointments from Outlook on the Microsoft Dynamics GP home page. This Customer has quite few Users, so executing a SQL command against the system (DYNAMICS) database is a lot more efficient than doing this task manually. The table this request properly two and steps. first command item on the was universally in question Managing is the syHomePageLayout Tableinvolves (SY08100), theThe proper tolist quickly execute thisremoving task is asthe check inside checkbox in the Ô Customize Home PageÕ window that reveals unread inbox count and some near-term calendar follows: appointments from Outlook on the Microsoft Dynamics GP home page. This Customer has quite few Users, so executin Update DYNAMICS..SY08100 SQL command against the system (DYNAMICS) database is a lot more efficient than doing this task manually. The tab Set Visible = syHomePageLayout 0 where SectionID =Table 2 (SY08100), and the proper command to quickly execute this task is as in question is the follows: The second item onUpdate the list DYNAMICS..SY08100 involves preventing Users from re-establishing this integration with Outlook. Access to the Ô Customize Home PageÕ window is not restricted here (I highly encourage Users to customize their home page to make Visible =even 0 where SectionID = checkbox 2 their Microsoft Dynamics GPSet experience better!), but the is still visible and available as we donÕ t want anyone to find it and check it on their own! To solve this issue, Field Level Security is used. The second item on the list involves preventing Users from re-establishing this integration with Outlook. Access to the Ô Customize Home PageÕ windowmatrix is notwas restricted here (Ioverhauled highly encourage Usersago, to customize home page to make While the Microsoft Dynamics GP security significantly a few years Field Leveltheir Security Ô survivedÕ , but is Microsoft often overlooked. Field Level tobut hidethe thecheckbox Outlook is checkbox for and all Users using their DynamicsWe GPused experience evenSecurity better!), still visible available asthe we form, donÕ t want anyone to findshown it and in check it on their own! To below solve this issue,wouldnÕ Field Level Security is used. what the window, and field names the partial screen shot so Users t accidentally re-enable aforementioned SQL command removed in the first step. While the Microsoft Dynamics GP security matrix was significantly overhauled a few years ago, Field Level Security Ô survivedÕ , but is often overlooked. We used Field Level Security to hide the Outlook checkbox for all Users using the fo window, and field names shown in the partial screen shot below so Users wouldnÕ t accidentally re-enable what the aforementioned SQL command removed in the first step.

While the Microsoft Dynamics GP security matrix was significantly overhauled a few years ago, Field Level Security ‘survived’, but is often overlooked. We used Field Level Security to hide the Outlook checkbox for all Users using the form, window, and field names shown in the partial screen shot below so Users wouldn’t accidentally re-enable what the aforementioned SQL command removed in the first step.

Problem solved and maintained!

Problem solved and maintained! Problem solved and maintained!

Bob McAdam is a manager at Tribridge in Tampa, spending the majority of his time working in the Microsoft Dynamics GP delivery area with new and existing Customers.

Bob McAdam is a manager at Tribridge in Tampa, spending the majority of his time working in the Microsoft Dynamics GP delivery area with new an existing Customers.

Bob McAdam is a manager at Tribridge in Tampa, spending the majority of his time working in the Microsoft Dynamics GP delivery area with new and existing Customers.

Spring 2012

Pam Misialek

GPUG Magazine

showcase microsoft member

GPUG: You mentioned that you collect and implement feedback from Microsoft Connect. Do you also gather feedback in person? PM: We conduct Conduit Sessions with GPUG, which gives Customers the opportunity to give feedback directly to our development team. Customers can ask for a feature and have a dialogue about why they want it, functionality, and more. Past attendees have received a lot of value from this session. GPUG: Can changes be made yet to Microsoft Dynamics GP 2013? PM: While we’re locked on features for this release, we’re starting to look at Microsoft Dynamics GP “14”. It’s not too late to give feedback as we’re always working on a release. In fact, the development team is doing spec documents for the next version beyond 14. GPUG: So Microsoft Dynamics GP 2013 was dubbed GP “12.” Are you skipping GP “13”? PM: There’s some history around that, similar to how hotels won’t have a floor 13. We’re skipping and moving right to 14. Microsoft Office and other products have done similar things. Don’t worry; we know how to count <laughs>. GPUG: What can we as GPUG do to better serve the Microsoft Dynamics GP User community after Convergence and through the release of Microsoft Dynamics GP 2013? PM: After Convergence, we will be spending more time talking about the new functionality coming in Microsoft Dynamics GP 2013. We plan on leveraging GPUG to help bring awareness and understanding of this new major release to Users, and we’ll also ask our community to come together to talk about the new functionality and explore new ways of taking advantage of it. GPUG

Spring 2012

It’s All About

Connections:

Networking in the Microsoft Dynamics GP Community

W by Kim Peterson

hen you ask people what works best at moving their careers ahead, the answer is often “networking”. This is true for when you are looking for references on potential software purchases, finding answers on how to be more efficient, and the list goes on. Networking is key. It’s been important all along, and even more important in today’s business climate. We believe GPUG® is one of the best tools you have when it comes to networking with others who can help you. Now, ask yourself - how do you become good at it?

Three Notable Networking Rules » Maintain a positive and supportive attitude based on the “givers gain” philosophy. This means that sharing information should be reciprocal. It’s a good way of doing business, and you have experience that will help others. » Mentally define your purpose when you approach networking activities. Are you looking for an answer to a product question? Are you interested in learning more about the accounts payable process from somebody who is walking in those shoes? If you define your purpose, you won’t leave the activity feeling like the only thing you talked about was the weather and the food. » Remember that networking is an acquired skill. It takes education, training, and most of all, practice.

Growing Your Circle The more people you network with, the greater your sphere of influence becomes. You likely already have a circle of strong contacts. These include your family, friends, business partners, clients, and business associates you work with every day. They are loyal and have a genuine interest in your future. They also provide you with better connections because they know more about you. You also have casual contacts such as acquaintances, former colleagues, suppliers, and others who have common interests. These contacts provide you with greater exposure than you have today as they have connections with those out of your reach who, through a fostered relationship, could later evolve into being one of your strong contacts. That is the goal – to grow your strong contacts.

Heading Down the Networking Path Now that you know where to look for the opportunity, the three basic rules, and with whom to network, here are some tactical steps to start networking more effectively and efficiently: » Create a contact card in Outlook that you can distribute quickly and easily.

GPUG Magazine

» Prepare an inventory of your contacts and determine if they are strong or casual.

» It’s not net-sit or net-eat – it’s NET“WORK” – you must “work” the network for paybacks.

» Practice your introduction. Sounds easy – who can forget their

name? – but it’s key to create a memory within 60 seconds. (Check out the sidebar for an example.) » Carve out an hour a week to call casual contacts and an hour a week for lunches with strong contacts. Plan ahead and get these on the calendar. » Talk to other GPUG Members and begin to understand their interests. DayONE Convergence is a perfect time to meet others for follow-up conversations. » Learn to ask a few key questions to start the conversation: • What your role is within your organization? • May I ask what your company does? • How long have you been using Microsoft Dynamics GP? » Say thank you. Find opportunities to thank those who are helping you within your network. » After you meet someone, enter his/her info into your CRM system; send a thank you for his/her time and conversation. Always follow up on ideas and promises. This sets you apart. » Record topics of conversations and the results so you can look back and remember your conversation. I often put notes on their business cards while I’m talking to them. It not only shows the value of your conversation, but it also helps you when you get back in the office. Building your network increases your potential of getting answers quicker and more accurately, but it does take work on your part to become efficient at it. The longer you network, the better you get at it, and the higher the rewards you will receive. Your job satisfaction increases, and your “self-worth” is higher; it’s satisfying to live the givers gain philosophy. So how can GPUG help you with your networking? Let me share three ways that come to mind:

Conferences How lucky we are to have industry conferences where you can learn more about the products you depend on to run your business! GPUG offers an annual conference, GPUG Summit, each fall. (GPUG Summit 2012 will take place in Seattle the week of October 14.) Hundreds gather to hear and learn from fellow Users and subject matter experts (SMEs) about their experiences using Microsoft Dynamics GP. GPUG is also instrumental during the week of Convergence, offering DayONE with 18 unique sessions presented by Users and

SMEs at no additional charge to your Convergence registration. We also manage all of the Convergence Interactive Discussions and Birds of a Feather Sessions for Microsoft Dynamics GP. Both Summit and Convergence afford you with the opportunity to meet people and experience information in an environment that you just can’t replicate over the phone or the Internet. While the scope of the events can be intimidating, it’s necessary to reach out to others to make connections and get the answers you need. These events recognize that walking up to somebody and starting a conversation can be difficult, so both offer various activities and tools that enable you to make that first step a little easier.

Regional Chapter Meetings In most major cities, GPUG holds quarterly get togethers. These are typically half-day sessions where SMEs present topics that are of interest to the group. Regional Chapter meetings also contain time set aside to network and learn from others in the room. There is nothing like knowing that someone down the street has been there, done that.

Special Interest Groups (SIGs) These are one of my favorite benefits of being involved with GPUG. SIGs are designed for networking and are focused on a common interest, module, role, or industry. Users get together in an informal, virtual setting, and the presenter kicks off with sharing tips and best practices around a particular topic. From there, attendees have conversations about the topic, share tips, and discuss other issues that are challenging them. Members who are active in SIGs find them to be a great resource in learning how to do their jobs more efficiently and effectively. There isn’t another venue like this in our space.

Introductions 101 GPUG It may seem like a slam dunk, but many people find it easier to introduce others rather than themselves. Here are some tips to help you with literally getting your name out. Your introduction should include: »» Your name »» Your business or profession »» A brief description of your role/profession »» Your memory hook: a quick, ear-catching phrase that will help people remember you »» A benefit statement of something you offer You have less than 60 seconds to keep someone’s attention. Keep your intro in sequence, starting with your name first. Here’s my example: Hi, my name is Kim Peterson. I lead GPUG, a Microsoft Dynamics GP User group. We work hard to help Users gain more from their Microsoft Dynamics GP investment by offering more than 200 webinars a year and hosting in-person events. Could we help you?

Next Steps Plan and practice, as networking is an acquired skill. You can start your plan today by taking one or two of the ideas shared in this article and putting them into practice. If you can commit to a plan, you will see rewards quickly. Remember its NET“WORK”, and it’s up to you to make it work. GPUG

Spring 2012

Unscramble these five Jumbles, Unscramble these five Jumbles, one letter to each square, to one form five Microsoft Unscramble theseDynamics five Jumbles, one letter to each square, to form five Microsoft GP related words. letterone to letter each tosquare, to formto five these five Jumbles, each square, form five Microsoft Dynamics GP Unscramble related words. Dynamics GP related words.Microsoft Dynamics GP-related words. KEHCC KEHCC KEHCC

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"Theknow accountant know to lookoffor collection of ”lost transacti “The accountant didn’t wheredidn't to look for awhere collection losta transactions. "The accountant didn't know where to look for a collection of lost transactions." "The accountant didn't know where to look for a collection of lost transactions (Answers on Page XX) (Answers on Page XX) (Answers on Page XX)

GPUG Magazine

(Answers on Page 24)

showcase var partner member

Name: Noah Moseley, managing partner

Company: MSX Group, LLC

Headquarters: Atlanta, Georgia

Phone: 877-456-7632

Email: Noah.Moseley@MSXGroup.com

GPUG® Member since: 2010

GPUG: Tell me a little about MSX Group. Noah Moseley (NM): We’re a pretty new Partner, made up of members from the original FRx and Forecaster teams at Microsoft. We left Microsoft and FRx and are doing the same thing now as we did with Microsoft all those years. We have team members from coast to coast, and do business worldwide with anyone using FRx, Forecaster, or Management Reporter. Consulting is the primary part of our business. We started out busy servicing Forecaster and FRx. Now, Management Reporter has been added and is taking off. People are speaking well about 2012 with regard to the economy, and we feel the same way.

GPUG: What’s been the biggest change from transitioning from inside to outside the Microsoft walls? NM: We feel a greater interaction with Users. In the past we didn’t go out and interact with people like we do now just by the nature of our former jobs. In starting and running a new consulting services business, the interaction between us and the User community has greatly increased, from emails to phone calls to face to face time during implementations. It’s been a challenging, but good, change. GPUG: That’s great to hear! What are you seeing as far as User trends with regard to reporting and budgeting? NM: Management Reporter is replacing FRx, and we started to see the shift to Management Reporter over the last six months and it’s only picking up speed. FRx will be supported for several more years, but making the move to Management Reporter sooner than later is our recommendation.

GPUG: What are the considerations for moving from FRx to Management Reporter? NM: A huge thing to note is that FRx and Management Reporter can run simultaneously. A lot of people try to avoid switching as they’re fearful of the change, but Users can run the products side by side without conflict. This makes it easier to get used to the new product ahead of time. There are a lot more technical requirements with Management Reporter, and Users need to evaluate their servers and databases prior to the install…but we can help you with that. GPUG: Is there talk about moving to web client for Management Reporter? NM: There is currently not a web client option for Management Reporter, but Microsoft is working on the ability to connect to SharePoint so Users can access reports online. GPUG: What are your biggest plans for 2012? NM: Over the last couple of years we’ve been working to get our name out there, and we’re getting pretty good recognition in the industry. We are starting a virtual Users’ group conference April 18, 19, and 20 for FRx, Forecaster, and Management Reporter. Attendance is free and all of the details are on our website at http:// msxgroup.com/ffmr2012. GPUG: What do you like about the Microsoft Dynamics GP and GPUG communities? NM: Even though there is a huge variety of industries and locations, it’s a well-connected group. The events, from Summit to DayONE to Convergence, provide a lot of networking and interaction opportunities and it’s pretty easy for people to find others in the community who may be going through the same challenges. GPUG

Spring 2012

Our PROVEN Payroll & HR enhancements make a GOOD thing GREAT! Microsoft Dynamics® GP Payroll and HR is good at managing payroll and human resources functions. But it could be great, with the enhancements we have developed at Integrity Data. We understand the challenges you face, such as correcting inaccurate payroll entries, calculating overtime and tracking leave and FMLA. We know it would be easier if you could automatically e-mail direct deposit statements and W-2 statements to your employees. And we’ve worked with Microsoft Customers and their trusted Microsoft Partners across the globe for over 15 years, making Microsoft Dynamics® GP Payroll and HR work even better, making it what they need it to be. We can do the same for you.

www.gphrp.com • (888) 786-6162

Academy Corner did you know?

ou can earn CPE credits from the GPUG® Academy! If you have a professional license or accreditation and need continuing education credits, you can improve your Microsoft Dynamics GP knowledge and earn CPEs at the same time. CPE credits are available through the Academy for: » All GPUG Academy Distance Learning classes » All GPUG Summit classes » Eligible DayONE sessions » Eligible GPUG Summit sessions

We are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Many other professional associations recognize NASBA accreditation as well. To receive your CPE credits, simply request credit via the class survey or other form that is provided as part of the event. We’ll email you a certificate; it’s that easy!

PRoFESSionAL CERTiFiCATionS now AVAiLABLE

ast fall, the GPUG Academy rolled out the first User certification specifically for Accounts Payable Users using Microsoft Dynamics GP: the GPUG Professional Certification in Accounts Payable (PCAP). Being awarded the PCAP means that you’ve proven your knowledge and competency as a valuable Accounts Payable team Member because the program features a balanced variety of classes and a role-based approach. By acquiring the PCAP, you will benefit from: » In-depth knowledge of Microsoft Dynamics GP and supporting tools » Leveraging best practices related to the Accounts Payable function » Differentiating yourself from your peers » An industry-recognized affirmation of competence and expertise » An increased ability to contribute to your organization’s goals » An enhanced understanding of the processes surrounding the Accounts Payable function » The opportunity to earn CPE credits » A comprehensive yet customizable training plan Choose from classes related to Accounts Payable,

SmartList Builder, Data Flow and Reporting, Year-end Close, Excel, and many others. You’ll take eight core classes, and then choose from 13 different electives, with training formats to match your schedule. The program curriculum is flexible so you may choose the classes that are relevant to your company’s environment and use of Microsoft Dynamics GP. All this, plus:

» It’s free to apply. » More than 90 percent of the program costs goes towards actual training classes.

» You have two years to complete the

certification by taking the necessary exam. No travel is required.

You can see all the details, the curriculum, and complete an application at GPUG.com > Academy Certifications. And stay tuned: we look forward to releasing the next certification, the Professional Certification in Accounts Receivable, in the second quarter of this year! GPUG

Check out the 2012 schedule of GPUG Distance Learning classes at GPUG.com/Academy. Live, instructor-led classes right from your desk!

Spring 2012

GPUG

contest

name that photo

re they working? Checking Facebook? This group from this past fall’s GPUG® Summit is definitely up to something. What would you name this photo? Simply email your submission to captioncontest@gpug. com; all submissions will be printed in the magazine’s next issue.

janswers umble 24

GPUG Magazine

CHECK BUILDER COMPANY BATCH RECOVERY

DEXTERITY INVENTORY

showcase isv partner member

Company: Professional Advantage

Interviewee: Brent Hitterdal, general manager

Headquarters: Fargo, ND

Phone: 877-897-1209

Email: Info@profad.com

Website: www.profad.com

Established: 1995 in North America, 1989 in Australia

GPUG® Partner Member since: 2009

GPUG: Tell me about Professional Advantage. Brent Hitterdal (BH): Professional Advantage has its roots in Sydney, Australia and has 250 team members worldwide with offices in Australia, North America, and the United Kingdom. Our practice in Sydney started as a VAR, reselling and implementing Microsoft Dynamics GP. Back then we saw a lot of functional gaps in the product and started to build our own products for clients. Our first products were completely horizontal in nature – collections management, national accounts, refund checks, and lockbox processing. Microsoft purchased most of those products and as Microsoft Dynamics GP evolved there were less gaps to fill, so we had to reinvent ourselves. We then moved from horizontal products to being extremely vertical in what we do now, which revolves around the staffing and retail industries. GPUG: Tell me about your products. BH: We still have one main horizontal offering, Company Data Archive, that is something that people definitely need, particularly if they’ve been using Microsoft Dynamics GP a long time or have a high volume of transactions. Company Data Archive provides a push button way to archive data, which helps optimize Microsoft Dynamics GP performance and de-clutter your live database, while still giving you access to the data. 1Staff Back Office (also knows as PAM) is intended for staffing companies and includes all the necessary payroll and billing functions right inside of Microsoft Dynamics GP. We have extended that product to Microsoft Dynamics CRM so salespeople and recruiters can use it for their processes. We also have an integration with Microsoft Dynamics Retail Management System that allows multi-channel retailers to use Microsoft Dynamics GP.

GPUG: What do you like about Microsoft Dynamics GP? BH: Microsoft Dynamics GP has been around a long time, but it’s architected in such a way that you can still take advantage of new technologies. I was recently on a call with a Customer who has been using it since 1995, and they are constantly finding ways to improve their process and change the way they work. Being in this industry that long also makes for a lot of great stories. Back in the day when we had Webhouse (now known as “Analysis Cubes” and sold by Microsoft) sales were slow and we had a sales process where we would actually use the Customer’s live data for a demonstration. We were working with one retail client and after looking at their data, noticed that cash tenders would go down during particular employee shifts. They installed cameras and found out that some of their employees were pocketing cash rather than putting it in the register. We did a software demo, people got fired, and they saw an immediate financial impact. It would be hard to script a better result. It was

a ‘demo homerun’ with an immediate clear and actionable ROI. They had to buy the product…but they didn’t. Just when you think you have it all figured out. I mean really, how could you better present the value of a product? GPUG: <laughs> Good point! Besides crime investigation, what makes Professional Advantage different than competitors? BH: We’re pretty much the only provider of the with an archiving product for Microsoft Dynamics GP – really, I think we turn up in eight of the top 10 internet searches under GP data archive – so there’s not much competition there. We are usually competing with pretty industry specific and non-Microsoft Dynamics related organizations in the staffing industry. We take advantage of the Microsoft Dynamics platform and add industry-specific functionality while most of the organizations we are selling against have built an entire solution from the ground up. Regardless of industry, it is something that Microsoft Dynamics ISVs have in common and is a key selling point for us. GPUG: What do you have coming up for Customers? BH: We still do collections management development for Microsoft Dynamics GP, and there are a lot of improvements coming out to automate the collections process, including some more advanced email capabilities than those that are available now. One of the best things about Microsoft Dynamics GP is the community and the number of ISV solutions available. This creates an issue for the collections process in that a Customer can create invoices with any of number of ISV products. We are working on the capability of handling the collections process for invoices from virtually any third party product. The other solution we’re working on is in the healthcare staffing space and includes automating the steps necessary when a new hire is made. There are a lot of steps involved to ensure compliance around tax forms, licenses, background checks, drug tests, etc. We’re creating a portal where the steps can be customized to the worksite and position so a Customer can specify what is needed and can make sure they’re not sending somebody out into the field without all the proper procedures followed. Eventually it could also be applied to any HR department and their onboarding process. GPUG: What’s been the greatest benefit of being involved in GPUG? BH: We’ve done webinars for GPUG Members, and our involvement gives us a great way to reach Microsoft Dynamics GP power Users. With respect to conferences, GPUG Summit brings together people who are deep into functionality and what Microsoft Dynamics GP can do. Everyone you talk to has the potential of being somebody you can collaborate with, and that in itself provides great value and opportunity for growth. GPUG

Spring 2012

Don’t have

accurate

inventory and asset data?

Inventory Management 4 4 4 4 4

Receiving Transfers and Moves Inventory Usage Order Picks Stock Counts … and more

Fixed Asset Tracking

That’s nuts.

4 Add New Asset 4 Update Asset 4 Validate Assets … and more

Field Sales 4 4 4 4

Take New Order Point of Sale Order Delivery Accept Payment … and more

Now you can add the power and efficiency of barcoding to Microsoft Dynamics® GP with the easy-to-use PanatrackerGP data-collection system. PanatrackerGP is directly integrated to Microsoft Dynamics® GP, e. so your inventory and asset data is managed in a single database. Collect your data at the point of the activity and gain control of your inventory, asset, and sales data. Our affordable solutions can be implemented in just a few short hours. Don’t be nuts. Call Panatrack today for a FREE demo.

Visit us at Convergence 2012 Booth #1507

Learn More

PREMIUM…

It’s the Only Way to Go! by Mike McDowell, President of GPUG

PUG® connects Members of the Microsoft Dynamics GP community through User-to-User networking, collaboration, and education. As Premium Members, Users save thousands of dollars a year through free in-person events, saved consulting time, discounts on events and training, and more. Being a Premium Member has helped me gain knowledge faster and easier – and for less money. As a Premium Member, I have the opportunity to collaborate with other Microsoft Dynamics GP Users. Whether you’re a CFO (like me), an HR/payroll specialist, a database administrator, a finance professional, or have a different role at your company, you’ll discover Users with relevant challenges and successes, experts in your industry, and educational opportunities that relate directly to your business priorities and objectives. I feel it’s my job to help my company maximize our return on our business solutions investment. Industry statistics show that most Users are using less than 40 percent of the capabilities in Microsoft Dynamics GP. For some, it’s because that is what they were taught; for others, they have not taken the time to fully explore Microsoft Dynamics GP. As a Premium Member, I learn and share real-world experiences with other Users who use the same software I do day in and day out. We all use it in our own way, and we share and learn from one another.

Why Invest in GPUG Each year GPUG hosts around 200 virtual events that provide collaborative learning opportunities right at your desk. These live webinars are conducted in a variety of formats, allowing you to engage in the way that suits you best. You can learn about Microsoft Dynamics GP features, participate in a Special Interest Group with other Users in your role or industry, or learn about innovative solutions available from leading Microsoft ISVs. Regional Chapters are a great way to connect with fellow Users in your “neighborhood”. GPUG’s Regional Chapters meet face-toface, typically quarterly, for open sharing and networking through roundtable discussions. The GPUG Academy offers a wide variety of professional, costeffective training opportunities for improving your use of Microsoft Dynamics GP and advancing your business effectiveness. Academy courses are offered on countless topics and in a variety of formats, allowing you to participate when and how it works best for you. You can’t beat this opportunity to learn from many of the best industry subject matter experts. (See page 23 for more information on the GPUG Academy.)

PREMIUM MEMBER

What You Can Save Here’s an example of how Premium membership can save you money with just two Users within your company becoming active in GPUG (and saving you $150 per hour in consulting fees): » Premium membership saves you $200 per GPUG Summit attendee. » Regional Chapter meetings are FREE. » Premium Members have FREE access to GPUG Academy eLearning. » On average, you’ll save $70 per course on GPUG Academy distance learning courses. » During GPUG Summit, you’ll save an average of $100 to $150 for each course you take; plus you will earn CPE credits. I’m confident that our company has saved more than $10,000 a year by leveraging what GPUG offers and in what we’ve saved by not paying for high-level advice. All this, plus: » Following GPUG conferences, Premium Members have access to session materials to review and share with fellow teammates. » Premium Members have access to all virtual events. » Premium Members have access to all recordings and materials provided in GPUG webinars, enabling you to learn 24 x 7 and to share valuable webinars with others in your company. » Special Interest Group meetings are offered only to Premium Members. » The GPUG Member Directory provides great value when you want to reach out to Users in your neighborhood, industry, role, and so on to collaborate on questions, references, and best practices. » GPUG offers CPE credits for distance learning and classroom training. That in itself is a great time and budget savings without leaving the office or by leveraging your time at events and conferences.

Go Premium If you are not yet a Premium Member of GPUG, we invite you on board. If you are, thank you for supporting the GPUG community. GPUG offers a wealth of opportunities to network and learn, and being a Premium Member only increases those opportunities. Go Premium today! GPUG Spring 2012

Retool

Your Business Processes

Capture, Create and Process Documents In today’s highly competitive marketplace, you need the right tools to maintain a healthy bottom line. Use the power of your Microsoft Dynamics ERP solution coupled with doc-link™’s tight integration to increase control, document visibility, productivity and customer service. With the versatility of doc-link, you can do it all! doc-link, document management and workflow solution, is the perfect tool to simplify your business processes. 800.997.9921 www.altec-inc.com

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 GPUG® 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

GPUG 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

GPUG 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

GPUG 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

GPUG 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:

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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:

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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.

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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

GPUG 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

GPUG 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

GPUG 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

GPUG 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

GPUG 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

Making Microsoft Dynamics® GP Work Simpler & Easier

Dynamics GP Toolbox A collection of tools that improve the Microsoft Dynamics GP experience.

Features Dynamics GP Toolbox is a collection of tools our customers have asked for! The Dynamics GP Toolbox foundation was built by combining popular products to arm our customers with more ways to simplify their day-to-day operations in Microsoft Dynamics GP. It doesn’t matter if you are a system administrator or an end user, Dynamics GP Toolbox has something for everyone!

Security Tools that make the system more secure. Tools include: Password Policy Options, Inactivity Timeout, User Lockout, Safe Login, Redirect and Security Manager

Rockton Software is a creative company that develops products that make Microsoft Dynamics GP more ®

intuitive and user-

Administration Tools that help the System Administrator. Tools include: Version Pro, Login Logging, System Maintenance Lockout and Conditional Field Level Security

Making Microsoft Dynamics® GP Work Simpler & Easier

Dynamics GP Toolbox ~ List of Tools Security – tools that make the system more secure

Password Policy Options

Provides password restrictions to both user password and the system password, above and beyond those provided by Microsoft Dynamics GP and Microsoft SQL Server

Inactivity Timeout

Allows a workstation to be gracefully logged out of Microsoft Dynamics GP after a pre-defined period of inactivity

User Lockout

Lock users out of Microsoft Dynamics GP after they have made three unsuccessful password attempts

Safe Login

Prevents user from doing anything immediately after logging into Microsoft Dynamics GP until all products have completely initialized

Redirect

Allows you to assign a different window to open when a user does not have security access to a given window, such as an inquiry window when access is removed from a maintenance window

Security Manager

Allows you to view, report on, and manage security in a much more intuitive interface than is available with Microsoft Dynamics GP

Administration – tools that help the System Administrator

A collection of tools that improve the Microsoft Dynamics

Version Pro

Manage 3rd party products across your enterprise by ensuring all servers and workstations have the correct products installed

Track actual logins against the Microsoft Dynamics GP registered user count

System Maintenance Lockout

Allows a system administrator to prevent users from logging into a specified company or all companies

Conditional Field Level Security

Add conditional Dexterity scripting to fields, allowing simple customization of Microsoft Dynamics GP

GP experience.

Business Processes Tools that improve specific modules. Tools include: Reason for Hold, DocSync, Payment Approval, Period Open/Close and Reset Batches

For additional product information, including pricing details, please contact sales@rocktonsoftware.com

www.rocktonsoftware.com • 877.476.2586

friendly to improve customers’ lives by making their work

User Experience Tools that make the Microsoft Dynamics GP experience simpler and easier. Tools include: Mentor, Inspector, Auto Login, PopUps, and Widgets

simpler and easier.

Did you know that all of these tools are available in our Dynamics GP Toolbox, which has over 20 tools to make your Dynamics GP experience simpler and easier? Visit www.rocktonsoftware.com/tools for a complete list, and email sales@rocktonsoftware.com for your FREE trial keys today!