2014 Spring - NAVUG Magazine

302).' s 777 .!65' #/-

IS AN

UPGRADE

IN YOUR

FUTURE?

TIPS & TRICKS

FOR ANY USER THE BEST OF

2013

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contents In Every Issue

spring 2014 | www.navug.com

302).' s 777 .!65' #/-

IS AN

UPGRADE

IN YOUR

FUTURE?

TIPS & TRICKS

5 7 8 10 15 19 25 33 35 40 41

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

Features

FOR ANY USER THE BEST OF

2013

12

User Member Showcase TW Garner Food Company

14

Microsoft Dynamics NAV 2013 Upgrade: A User’s Experience

16 20

Microsoft Dynamics Academic Alliance

22

Tips & Tricks Five Tips & Tricks for Classic Client Users

24 28

Top Collaborate Discussions

30

Tips & Tricks Five Tips & Tricks for Role-tailored Client Users

34

ISV Partner Member Showcase Wolters Kluwer, CCH

36

Tips & Tricks Three Tips & Tricks for Microsoft Dynamics NAV 2013 R2 Users

37 39

The Best of 2013

Advertiser Index ABC Computers, Inc. . . . . . . . . . . . . . . . . . . . .13 Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 ArcherPoint. . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Beck Consulting. . . . . . . . . . . . . . . . . . . . . . . . 7 Datahaven. . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Fastpath Solutions, Inc. . . . . . . . . . . . . . . . . . 32 k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Lanham Associates . . . . . . . . . . . . . . . . . . . . 18 MetaViewer from MetaďŹ le . . . . . . . . . . . . . . . . 2 NAVUG Summit 2014 . . . . . . . . . . . . . . . . . . . 38 Sikich, LLP – InďŹ nia Integrator . . . . . . . . . . . . 4 TARGIT . . . . . . . . . . . . . . . . . . . . . . . . . . . .26-27

Member in Action Shaw Development LLC

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

letter

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

NAVUG: Where Members Connect, Learn, and Share

Mark Rhodes

ur message of “connect, learn, and share” is on my mind more than ever. We’ve been focused on a number of improvements and upgrades to your community resources to help you do just that – connect with Microsoft Dynamics NAV Users, learn from each other and our impressive subject matter experts, and share your experiences to help others solve their challenges and avoid the same “gotchas”.

There’s a good chance you’ve just completed or will be upgrading to Microsoft Dynamics NAV 2013 this year. We’ve had many conversations with NAVUG Members over the past few months on upgrading, so we thought it appropriate for this issue to focus on that topic. Talk about an opportunity to connect, learn, and share! With any upgrade, the more you know going in, the better. Let us help you connect with those going through or having completed their upgrade, learn the opportunities and the gotchas, and share your experiences to make your upgrade more efficient.

We’ll even try to answer the granddaddy of all questions: Should I upgrade or re-implement?

While every situation is different, here are some of the common issues that our Members have found as they’re moving to Microsoft Dynamics NAV 2013: » Reports – The reporting structure has changed in Microsoft Dynamics NAV 2013. You’re going to want to take a good, hard look at your existing reports and evaluate whether you’re going to upgrade or rewrite them. Classic reports need to be rewritten, and even then, the “reports upgrade” may need some additional work, while it may be fine for some basic reports. Why not take this opportunity and do a much-needed review and overhaul? » Modifications – Depending on the modifications you’ve made and what areas in Microsoft Dynamics NAV they touch, they may or may not be an “easy move”. Make sure you have good documentation regarding your modifications so you can avoid surprises and re-testing later. » Your current Microsoft Dynamics NAV version – You can only really upgrade from Microsoft Dynamics NAV 2009 to Microsoft Dynamics NAV 2013. If you want to go from Microsoft Dynamics NAV 5.0 to Microsoft Dynamics NAV 2013, you will need to go through Microsoft Dynamics NAV 2009. You may want to re-implement as it could be more cost-effective. » Add-on compatibilty – Don’t forget to confirm that the add-on you have or want to implement is available for the version that you are upgrading to. » User training – If you’re still on classic, make sure you evaluate the degree of change in the User interface as you change to the Role-tailored client (RTC). Just remember: the search function will be your best friend!

You’ll find a number of great insights and tips around upgrading in the pages that follow.

We have even more opportunities to connect, learn, and share with fellow NAVUG Members via our live and pre-recorded webinars and other community resources. I strongly encourage you to leverage the User group community to help make your upgrade a smoother experience.

We’re here to help.

I hope you thoroughly enjoy this issue, and if you’re in Atlanta for Convergence, please say hi!

To community,

O

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

events sessions meetings courses

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

NAVUG Academy Pre-Conference Training OCTOBER 13-14 | ST. LOUIS, MISSOURI www.navugsummit.com

NAVUG Summit 2014 OCTOBER 14-17 | ST. LOUIS, MISSOURI www.navugsummit.com

Webinars MARCH 13 – RDLC Reporting – Tips & Tricks Part 1 MARCH 13 – RDLC Reporting – Tips & Tricks Part 2

MARCH 18 – Microsoft Dynamics NAV 2013 Series, Here is the RTC! MARCH 20 – NAVUG Academy – Creating Views & Reports with SQL SSRS MARCH 25 – Microsoft Dynamics NAV 2013 Series, Cash Forecasting MARCH 26 – NAVUG Academy – Dimensions in Microsoft Dynamics NAV APRIL 9 – NAVUG Academy – Account Schedules: Basics (Microsoft Dynamics NAV RTC / 2013) APRIL 10 – NAVUG Academy – Financial Consolidations APRIL 22 – NAVUG User Group Orientation Workshop APRIL 24 – NAVUG Collaborate – Tour Your New Online Community

Spring 2014 | 7

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

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

Bob Buccigrossi COMPANY EBO Group, Inc. CONTACT INFO Rbuccigrossi@pttech.com TITLE business systems manager

What made you decide to become a NAVUG™ Board Member?

It is a great opportunity for me to collaborate with others in sharing knowledge and experiences to improve the Microsoft Dynamics NAV User experience.

What is your vision for NAVUG? For NAVUG to be the go-to resource for the Microsoft Dynamics NAV community. For Users and by Users, I see NAVUG constantly evolving to meet the needs of its network (Microsoft, businesses, Users).

Henning Lund COMPANY Partner Power International CONTACT INFO Hl@partnerpower.biz TITLE VP, senior executive advisor Microsoft Dynamics

What made you decide to become a NAVUG Board Member?

I’ve worked with Microsoft Dynamics NAV for 25 years this year, and it has always been my passion. In a constantly changing market, we have to unite and work for the interests of the daily Microsoft Dynamics NAV Users and their organizations. When I visited NAVUG Forum (now Summit) in 2013, I felt the huge energy in the User community, and I would like to use my experience and global network to make it even stronger. I wish that Users would network and share more with other Users. The power of a community is not measured by the number of people in it, but by the amount and quality of the information they share.

What is your vision for NAVUG? I want to make NAVUG a global sharing organization. It’s not that easy to manage a User group, and there can be many opinions to serve. I believe that NAVUG has the potential and the committed daily Users to make this a global success to the benefit of the companies operating with Microsoft Dynamics NAV, the Users, the Partners, and Microsoft.

Jason Chance COMPANY Seventh Generation CONTACT INFO Jac@seventhgeneration. com TITLE senior business systems programmer/analyst

8 | NAVUG Magazine

What made you decide to become a NAVUG Board Member?

I wanted to help shape the focus and goal setting of NAVUG. Seventh Generation has gotten so much from being a NAVUG Member; my hope is to be able to give back a little bit.

What is your vision for NAVUG? I would like to see an increase in the percentage of NAVUG Members who present webinars and sessions at conferences. What makes NAVUG such a terrific organization is Users helping other Users. A wider variety of Users contributing will only help to strengthen our organization.

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

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

Jon Rivers COMPANY Data Masons Software CONTACT INFO Jon.rivers@datamasons. com TITLE Partner account manager

What made you decide to become a NAVUG Board Member?

Data Masons has been a long-term, active supporter of NAVUG and is a strong advocate of the benefits the organization brings to the Microsoft Dynamics NAV community. Recognizing the level of support we had been accustomed to providing, it was time to extend our level of commitment, and the NAVUG board provides us with an opportunity to do just that.

What is your vision for NAVUG? Having been involved since the early days of NAVUG, my hope is to see the organization continue its growth both in membership and in educational offerings. Last year NAVUG introduced Collaborate to the community, which has succeeded in giving Members an easily accessible platform to start discussions relative to their business or use of Microsoft Dynamics NAV. Given the momentum generated from Collaborate, I’m looking forward to seeing what’s to come next from NAVUG, and I appreciate the opportunity to execute on its initiatives.

Marko Perisic COMPANY Microsoft TITLE director of program management

What made you decide to become a NAVUG Board Member?

Continued Customer satisfaction is our priority. Microsoft Dynamics NAV is a product we are proud to deliver, and we will take pride in ensuring that the Customers investing in it get continuous return on that investment.

What is your vision for NAVUG? Empower Customers to be the future of the product.

Steven Chinsky COMPANY Quidsi Inc. (an Amazon company) CONTACT INFO Schinsky@quidsi.com TITLE program/project manager - finance

What made you decide to become a NAVUG Board Member?

My passion for Microsoft Dynamics NAV for the last 14 years, and the joy in being a part of NAVUG and assisting any Microsoft Dynamics NAV User or company…the features, functionality, and power companies and their Users can obtain from Microsoft Dynamics NAV to grow and develop from…the Microsoft Dynamics NAV Community and the peers I have connected with over the last several years.

What is your vision for NAVUG? That every Microsoft Dynamics NAV North American company joins NAVUG…that our Members voice their concerns so we become a larger voice in Microsoft Dynamics NAV development…that our Members help build the framework for monthly/ quarterly webinars, training classes, and the tracks at NAVUG Summit…that all Members know they can call upon other Users via email or within Collaborate.

Spring 2014 | 9

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

members welcome to our new members

Welcome to the new Members who have invested in NAVUG™ Premium membership and Partner membership this year! Each new Member adds value not only to their own organization, but also to the entire NAVUG community as they share their knowledge and experiences. Please note that these organizations have given NAVUG permission to share their name publicly.

Premium User Members Added Last Quarter Actona Company A/S

Garden Spot Distributors

Arkil A/S

ICM-ArSiMa A/S

BHJ A/S

Lienert Australia Pty Ltd

City of Naples Airport Authority

Public Library of Science

Columbus Vegetable Oils Continental Machines Inc

Rocky Mountain Biologicals

Danæg A/S

Shearwater Research Inc.

Danske Fysioterapeuter

SUPERB Industries Inc

David’s Bridal Inc

System Design Advantage

Egmont IT Entertainment One

Weekamp Deuren BV

Fire Protection Service, Inc.

Premium Partner Members Added Last Quarter Catapult ERP Services Inc Solver, Inc.

10 | NAVUG Magazine

Meet one of our newest Premium Members...

David’s Bridal, Inc. David’s Bridal, Inc. is the largest and fastest-growing bridal retailer in the world, with more than 320 stores located across the United States, Canada, Puerto Rico, and the United Kingdom. Based in Conshohocken, Pennsylvania, David’s Bridal is currently involved in an ambitious expansion program in all aspects of its business, continuing to add new stores throughout the U.S. and exploring international markets. With more than 60 years of experience dressing women of all ages for life’s special occasions, David’s Bridal understands the importance of providing brides-to-be with a vast selection of exquisitely-crafted bridal gowns and bridal party dresses. Known for outstanding value, fashionable designs, and the ease of one-stop shopping, nearly 60 percent of all brides in the U.S. choose David’s Bridal.

Based in Conshohocken, Pennsylvania, David’s Bridal is currently involved in an ambitious expansion program in all aspects of its business, continuing to add new stores throughout the U.S. and exploring international markets.

“We are thrilled to be part of the NAVUG community! Our Premium membership has allowed our associates to access NAVUG’s extensive online content library including webinars and forums, and we look forward to utilizing NAVUG Academy offerings in the future,” says Kel Rohrbaugh, director of merchandising systems and support for David’s Bridal. “The online community, NAVUG Collaborate, has allowed us to reach out to other companies for input and solutions to relevant Microsoft Dynamics NAV topics. We find the daily digest especially helpful, as it is a quick and concise way for our team to scan for various business issues that support our team’s optimization of Microsoft Dynamics NAV.” NAVUG

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

user member showcase COMPANY: TW Garner Food Company HEADQUARTERS: Winston-Salem, North Carolina INTERVIEWEE: Heyward Garner EMAIL: Hegarner@twgarner.com WEBSITE: texaspete.com greenmountaingringo.com YEAR ESTABLISHED: 1929 NUMBER OF EMPLOYEES: 100 MICROSOFT DYNAMICS NAV USER SINCE: 2012 NUMBER OF USERS: 35 seats NAVUG™ MEMBER SINCE: 2009

12 | NAVUG Magazine

Family Food Business Leverages Powerful Technology for Better Management

A

t TW Garner Food Company, quick and easy access to up-to-theminute data is important in a more immediate sense than it is for many companies. “Our Green Mountain Gringo line of fresh salsa and tortilla strips is the best you’ll find,” says Heyward Garner, one of three members of the fourth generation currently running the company. “It’s vegetables in a jar.”

With product available in all 50 states, every U.S. military commissary worldwide, and at retail locations in many other countries, keeping track of more than six million jars of salsa annually, plus numerous other products, is a big job. Further complicating the task are the variety of storing and shipping methods and the different sales channels – retail, food service, industrial, and military. “It’s a massive amalgamation that’s fairly complex,” Heyward says.

Heyward’s role blends brand extension, project management, and business development.

“My job is to speak the language of all our departments and customers,” he says. He’s currently working on Cha!, which will be part of the Texas Pete® line of hot sauces, a world flavor that Heyward says is a response to consumer interest in sriracha.

Like many employees, his roots in the company are a bit more humble. “I know how to stack boxes and load trucks,” he says. “But for my first official job, I gravitated toward IT.” That’s how, in 2009, he found himself shopping for an ERP system to replace the AS 400 he recalls as a glorified finance solution that had been shoehorned for TW Garner. “We needed more,” he says.

“We needed analytics and reporting, warehouse management, a maintenance module. We didn’t have any of it.”

The search started with eight vendors, four

of which were quickly eliminated. “As soon as we saw Microsoft Dynamics NAV, I was sold,” he says. “We were already a Microsoft shop, so it felt like a natural fit from the IT side. Plus we felt good about having a solution backed by Microsoft. We also thought it stood head and shoulders above the others in terms of the UI, the overall look and feel, the functionality, and the ease with which you can get data out for reporting.”

Better Data for Better Business Since going live in April 2012, Microsoft Dynamics NAV has more than lived up to Heyward’s expectations.

First and foremost, Heyward says, are the reporting capabilities. “We’re in a highly competitive industry with relatively low margins, so being able to figure out on a very micro level where I’m making and losing money is huge,” he says. It’s the reporting, in fact, that helped defuse a potential family feud.

The company used to make a line of jams and jellies that was losing money across the board.

Discontinuing production was a delicate matter because the family had strong emotional ties to the line. “Our management team was able to look at real numbers. Numbers are unbiased,” Heyward says. “It wasn’t just one person’s opinion.” While that’s important in every business, it’s particularly so in those run by members of the same family.

Although the warehouse management functionality was implemented recently, Heyward already cites it as one of the chief benefits. “Our goal is to track everything we do from farm to fork,” he says. “With Microsoft Dynamics NAV, we’ve implemented a bin system and have bar codes on

forklifts and things like that rather than using paper and email to track everything.

I can’t even begin to guess how much time we’re going to save.”

Heyward says the third major benefit is AFS TradePro, formerly a separate entity but now a Microsoft Dynamics NAV plugin. “If you get a discount on our products using a grocery store’s loyalty card at the register, the grocery store – our customer – bills us for the amount of that discount,” Heyward explains. “We have so many promotional activities that it was very difficult to track promotions to sales. With no visibility, it was hard to determine what it costs us to do business with a specific store and coordinate promotions accordingly.”

NAVUG: Helping Get the Most Out of the Software Everything about Microsoft Dynamics NAV is enhanced by NAVUG membership.

Employees attended NAVUG Forum (now known as NAVUG Summit) just before going live, and each year the company sends more. “People from each department go,” Heyward says. “Everyone comes back with a takeaway that they share out with the rest of the company.”

Knowledge about Jet Reports gleaned at in-person gatherings and online events, for example, has resulted in a much deeper level of financial analysis.

Heyward doesn’t doubt that more valuable knowledge and insight are in the NAVUG pipeline. “The group introduces Users to new features that they’re maybe not aware of and is also a place for power Users to take a deep dive,” he says. “And everyone learns from meeting others and learning how they do things that we can emulate here to get the most out of our software.”

NAVUG Spring 2014 | 13

MICROSOFT DYNAMICS

NAVA2013 UPGRADE: USER’S EXPERIENCE

T

he list of new features and functionality for applications and technology in Microsoft Dynamics NAV 2013 is endless, so it IS worth an upgrade, but as Steve Chinsky and Brad Prendergast shared in their recent presentation for NAVUG™ Members, there are numerous things

to consider… » Server and Microsoft Dynamics NAV Dimensions Improvements - Dimensions have been rebuilt, and 2013 servers are really robust and flexible. With a 64-bit and now a multi-tier architecture, Microsoft Dynamics NAV 2013 servers communicate directly with the SQL Server, and you also have the option to host in the cloud without losing speed and power. » Web Client - You can create pages on the Web client specific to different roles in your organization. With Steve’s team travelling all over the U.S., this was a key driving factor in making their upgrade decision. » Role-tailored Client (RTC) Improvements - Steve admits the cutand-paste features in 2009 were annoying, but now the screen in 2013 is clean and easier to navigate as well as personalize. » Posting Improvements - Steve was tired of getting the locked out messages of, “Sorry, someone else is in the system, please stand by.” In 2013, this has all been re-written so it doesn’t tie things up while people are posting transactions. Everyone can do their job when they want. You can also schedule the posts if you do have any issues so you don’t lose your work. » Office Integration - Steve’s organization is heavy into Microsoft Office, constantly using Outlook. So this was another key factor in making their decision. » Import/Export Entries via Excel - With Microsoft Dynamics NAV 2013, you can make Microsoft Excel import/export entries with the standard set-up. This minimizes the amount of moving data around, reducing the amount of manual errors. » SharePoint Integration/Portal - This expansion to the entire Microsoft stack allows for more flexibility and continuity: You can run Microsoft Dynamics NAV 2013 in the cloud and integrate easier with third-party applications.

After considering these major points, here’s a look at exactly what Steve and Brad dealt with for their Microsoft Dynamics NAV upgrade… » Customizations - The great thing about Microsoft Dynamics NAV is that it can be transformed, but out of all the customization Steve had for Microsoft Dynamics NAV 2009, they threw out a majority. The new features allowed them to expand on a top few, which goes to show this is a good time to analyze the customizations you have and how they react with other features 14 | NAVUG Magazine

and coding of Microsoft Dynamics NAV 2013.

» Reports - This was a little tough to swallow for Steve and Brad, but since the Visual Studio reports are gone, Microsoft Dynamics NAV 2013 reports need to be entirely rebuilt. In the end, it really made Steve and Brad analyze which reports they actually needed. Reports were painful: It’s not bad functionality in Microsoft Dynamics NAV, you can do great things with it, but when upgrading, it’s time-consuming and difficult. Remember to take a look at what reports you actually need and pay close attention to the layout and positioning. » RTC Versus Web Client Access - The Web client made it easier to exploit the web for any one of Steve’s employees, so he built their own roles and their own pages. The combination of the two was a dream come true for him. It helps that the Web client looks just like Microsoft Dynamics NAV: same features, same movement, and same flow. It was beautiful to show because you don’t have to jump through multiple windows. » Historical Data - Steve’s organization deals with a lot of data and gets up to the 100GB level quickly. They had to ask themselves, “Should we a.) Bring over opening balances, GL history, and the basic stuff? or b.) Bring it ALL over.” Because all dimensions have been redone, it could save you tons of money and time if you just bring over the opening stuff and then have your Partner build a table of the old system so you can at least view that information if needed. Especially if you are on a version before 2009, you need to think about what’s important to transfer over. » Add-Ons - Steve had to make sure heavy integration worked for their e-Bank reconciliation with Wells Fargo to remain fully SOX compliant. Make sure you verify bringing add-ons forward and whether they are compatible with the Microsoft Dynamics NAV 2013 version.

So what does all this mean for you?

Microsoft Dynamics NAV 2013 is the most impressive version out there, and it’s too bad it didn’t come out even earlier. The improvements have proved to greatly outweigh Steve and Brad’s concerns, and if you prepare, it makes the implementation and/or upgrade process much easier. Here are five key points to pay close attention to as you move forward in the evaluation process: » Add-ons - Are you up to date in maintenance? How many addons do you have, and how many do you want to keep? Are they certified, and do they work with Microsoft Dynamics NAV 2013? » Upgrade Versus Re-Implementation - Sometimes it’s more costeffective to re-implement depending on your situation. Brad mentioned that the upgrade toolkit for 2009-2013 works well, but if you have any versions before 2009, you have to get 2009, and then get the upgrade to 2013. Depending upon what you

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and-click world, similar to Outlook. So, allow Users to take time playing and testing the RTC. Things have shifted; menus are better and easier to understand, but it’s a new way of working.

Steve’s organization started thinking about upgrade in late winter, and they took months to play/test the system through summer and early fall until it ďŹ nally went live. Now they love it and know how it works inside and out.

NAVUG Steve Chinsky is a product/project manager at Quidsi Inc., a division of Amazon.com (www.quidsi.com), and Brad Prendergast is a consultant at Adaptive Business Solutions (www.adaptivenav.com). To continue this discussion with them, post a question to the Microsoft Dynamics NAV 2013 Upgrade discussion thread at http://commuity.navug.com.

Alternately, they can be reached at Schinsky@quidsi.com or Bradp@ adaptivenav.com.

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Congratulations to our Winter 2014 contest 1 | Bob Bergman

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ArcherPoint Bbergman@archerpoint.com As the NAVUG community continues to grow, I expect to see more Microsoft Dynamics NAV Users joining NAVUG as well as a higher rate of participation amongst Members. In particular, I expect to see more Users presenting at NAVUG Summit 2014 than we have seen in the past; this was clearly evident at the NAVUG Forum in Tampa. I also see the use of NAVUG Collaborate exploding as NAVUG Members see how quickly their questions are answered. We at ArcherPoint actively promote NAVUG membership and participation because it allows Microsoft Dynamics NAV Users to communicate and share ideas with other Microsoft Dynamics NAV Users. See you in St. Louis next October!

Industries, Inc.! David found the logo on 1

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Mars Fishcare Lrosenberg@aquariumpharm.com I see lots of continued growth for NAVUG in 2014, and the future is GLOBAL. The world continues to get â&#x20AC;&#x153;smallerâ&#x20AC;? as businesses increase their global reach. Video conferencing and Skype and so on are becoming the norm as businesses such as ours are growing globally and communicating across the world without adding signiďŹ cant travel and communication expenses.

The use of Microsoft Dynamics NAV is spreading across the globe, within the Mars organization, and within other organizations, too. NAVUG will likely spread globally as well to support the international Microsoft Dynamics NAV community.

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have, itâ&#x20AC;&#x2122;s something to keep in mind as a whole. Remember, customizations do make this a bit more complicated, and the toolkit may not be a ďŹ t for that. Âť Servers and Clients - How old are your servers? Are there speciďŹ c forms? How do you want to balance the load of data? Take a look at the client operating system to see if itâ&#x20AC;&#x2122;s compatible: Some older clients may not work. Âť Historical Data - Figure out what to bring over and why, whether itâ&#x20AC;&#x2122;s transactional versus detail. DiďŹ&#x20AC;erent roles in your organization will want to see diďŹ&#x20AC;erent things, and you need to factor that into your decision. Do you need it for reporting, or can you live with it in your old system? Weigh the pros and cons and justify the dollars it will cost. Âť Users of Microsoft Dynamics NAV - Leaving the Classic world can be an extreme culture shock. Users are used to the point-

Spring 2014 | 15

GET SET: FOR A DYNAMIC FUTURE

by Chris Johnson

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ou want the best talent at your organization. We want to help you recruit from a rich, new talent pool of potential interns and graduates with experience with Microsoft Dynamics to help grow your organization and prepare for the future. Microsoft Dynamics Academic Alliance (DynAA) connects you with institutions of higher education using Microsoft Dynamics in their classrooms to prepare students for related future careers. In the classroom, students are exposed to customer relationship management (CRM) and enterprise resource planning (ERP) solutions and business scenarios. DynAA connects you to new talent and provides you opportunities to share your Microsoft Dynamics experience, allowing you to influence a new class of business professionals.

DynAA provides educational institutions that are Microsoft Dynamics Academic Alliance Members the opportunity to engage with Microsoft Dynamics Partners and Customers like you. Academic Members can implement Microsoft Dynamics business solutions in the classroom to support learning about key business processes, concepts, and theories. These solutions can also be used as a platform for understanding integrated data structure, business intelligence, and data mining. These hands-on classroom opportunities allow students to gain real-world experience and learn about a career related to Microsoft Dynamics.

DynAA helps empower students at more than 1,300 educational institutions with real-world understanding of the Microsoft Dynamics technology in use by nearly 300,000 Customers and more than 10,000 Microsoft Partners worldwide. In addition,

16 | NAVUG Magazine

DynAA cultivates and supports mutually beneficial relationships between educational institutions and Microsoft Dynamics Partners and Customers to enhance curriculum. This mutually beneficial relationship helps potential employers connect with students interested in pursuing Microsoft Dynamics–related careers in disciplines such as accounting, consulting, supply chain management, operations management, information systems, professional selling, and marketing.

Dynamic Communities Membership Get involved! Dynamic Communities offers great opportunities for you to connect and meet DynAA members at Regional Chapter meetings, events, and workshops. Dynamic Communities also offers fantastic benefits to DynAA members. Microsoft Dynamics User Groups provide the educational institutions with real-business scenarios, opportunities to exchange solution experience, and connections to their students’ potential careers. Recently, the business administration and business information technology department at HAMK University of Applied Sciences invited the Finnish Microsoft Dynamics AX User group for a visit to Hämeenlinna, Finland to exchange experience. The meeting comprised 17 Microsoft Dynamics AX professionals from 15 companies around Finland.

Microsoft Dynamics Student Certificate Program Are you looking for the best young talent? Of course you are. Watch for students and graduates who have earned a Microsoft Dynamics

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Contact Information Join the conversation and engage with DynAA to find new talent. Send us an e-mail, check out our website, or follow our updates on social media to get all the latest news.

Email: Dynaa@microsoft.com | Website: www.microsoft.com/dynamicsaa LinkedIn: www.linkedin.com > Search Groups > Search “Microsoft Dynamics Academic Alliance” Yammer: https://www.yammer.com/microsofteducation/#/threads/inGroup?type=in_group&feedId=2598772 Twitter: @MSFTDynamics, #GetSet

Student Certificate. The Microsoft Dynamics Student Certificate Program (MDSCP) recognizes students who have been exposed to more than 100 student activity hours or four European Credit Transfer and Accumulation System (ECTS) credits of Microsoft Dynamics content.

The MDSCP allows you to further focus your recruiting efforts on educational institutions producing graduates with a higher level of Microsoft Dynamics product knowledge. A Microsoft Dynamics Student Certificate is not the same as a Microsoft Dynamics Certification. An MDSC is only available to students and has a different set of requirements.

In order to earn a Microsoft Dynamics Certification, an individual must take and pass an official Microsoft Dynamics Certification exam.

Students who earn an MDSC are encouraged to pursue full Microsoft Dynamics Certification in the future.

Want to get involved with your alma mater or an educational institution near you?

DynAA connects you to educational institutions in your area that are exposing students to Microsoft Dynamics. DynAA Academic Members using Microsoft Dynamics in their curriculum produce graduates who are familiar with Microsoft Dynamics and potentially interested in a related career. DynAA can help you share your Microsoft Dynamics experience, allowing you to influence a new class of business professionals. Is there an educational institution you want to work with that isn’t currently a member of DynAA? Let the DynAA team know, and we can work together to help them become an Academic Member.

What are people saying?

“Learning enterprise architecture theory and then applying that knowledge through an experiential opportunity with Microsoft Dynamics AX built a strong foundation for fully understanding the subject matter. The Academic Alliance enabled me to learn, apply, and then lead.” – Sophia Maletz, senior business analyst, Microsoft Dynamics AX and Microsoft SL, Avanade, Inc. “Our Customers rely on Avanade’s expert talent to help them realize significant business value from their Microsoft Dynamics AX solution. Recruiting DynAA students helps us field a balanced team from a business and technical perspective, and it allows us to better help our Customers be successful.” – Mike Gillkey, executive vice president, North America Microsoft Dynamics AX service line, Avanade, Inc.

Benefits to Academic Members Academic Members are able to utilize the latest technology in the classroom and receive program benefits at no cost. These benefits include software licenses, product upgrades, service and support, e-Learning, training materials, curriculum packages, invitations to Microsoft-hosted events, marketing materials, and access to Faculty Connection and Microsoft Dynamics Communities.

NAVUG Chris Johnson works with the Microsoft Dynamics Academic Alliance team. He can be reached at 701-281-3664 or A-chjo@microsoft.com.

Spring 2014 | 17

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Congratulations to Archana Nirad for winning the Winter 2014 Word Find. Your prize is in the ™

mail, Archana! Below are 25 words that relate to the topics and theme in this issue of NAVUG

Academy Add-ons

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

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Collaborate Community Customization David’s Bridal Global Branch Manufacturing Marko Perisic NAVUG Networking On Topic Regional Chapter Re-implementation Report Role-tailored Shaw Development Summit Thomas Paulsen TW Garner Upgrade Users Web Client

Spring 2014 | 19

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

Values Thrive as

COMPANY GROWS

EMAIL: Lrhoad@shawdev.com WEBSITE: www.shawdev.com YEAR ESTABLISHED: 1959 NUMBER OF EMPLOYEES: 160 MICROSOFT DYNAMICS NAV USER SINCE: 2005 NUMBER OF USERS: 60 NAVUG™ MEMBER SINCE: 2008

20 | NAVUG Magazine

S

omething contrary to every headline is happening on Florida’s Gulf Coast: In the town of Bonita Springs, which sits between Naples and Fort Myers, things are being made. At its headquarters, Shaw Development LLC not only engineers turnkey fuel, hydraulic, and diesel emissions fluid (DEF) solutions, but it also manufactures them there as well.

“We’re a small company that is growing,” says Laura Rhoad, the company’s director of human resources. “We’ve had double-digit growth for the last five years. At the moment, we’re adding to our building, and we’re expecting to more than double in size in less than two years.”

That sort of growth hasn’t escaped notice. Shaw was named the 2012 Manufacturer of the Year by the Manufacturers Association of Florida as well as Manufacturer of the Year in Lee County.

One of the factors fueling the growth is that the solutions Shaw Development manufactures take emissions out of diesel exhaust, something that is mandated for heavy duty off-road vehicles this year.

But equally important to the company’s success, says Laura, is its spirit. That spirit was infused into the company first by the founder, Frank Shaw, and then by his son, Jim. “Jim Shaw is a very humble man, and I think the tone he set has lived on,” Laura says.

While Jim Shaw’s five daughters now own the business, one of the ways his commitment to being a good citizen both at and away from work can be seen through the company’s values: respect, honesty, trust, motivation, responsibility, and creativity.

There is no shortage of evidence that those values are alive and well within the company. Even though there are approximately 75 hourly employees in the factory, there is no attendance policy because, as Laura explains, “people take responsibility so we don’t need one.” Among her peers, she reports that there are disagreements, but that they’re worked through respectfully and peacefully. And – sit down for this one – no office politics. “We live the values,” Laura says. “That’s what makes it such a great place to work.”

Sharing Good Fortune The citizenship doesn’t end at the property line. “We are grateful for our success, and we think it’s important to support the community that’s supported us,” Laura says.

In addition to participating in local blood drives, Shaw employees participated in the American Cancer Society’s ‘Making Strides Against Breast Cancer’ and started an annual food drive for a local organization.

“It was around the holidays, when everyone is worried about being able to go Christmas shopping and do something special for their families, so we decided it would be a good time to do something for people who are less fortunate,” Laura says. “We collected and donated more than 1,000 pounds of food to a local food bank.”

The employees approached participation in the local Making Strides Walk with equal gusto. In fact, of the 122 companies in the same county that participated – many of which are considerably larger – Shaw came in seventh in terms of funds raised. “The walk tied in with our wellness initiative – Move It to Lose It – and it was also a nice way to acknowledge a few of our employees who are breast cancer survivors,” Laura says.

“We had more than 100 people on our team for the 5K walk.”

At Shaw, raising money for charity isn’t just for special occasions. Every Friday, employees pay $1 to wear jeans to work. That dollar is matched by the company, which is then matched personally by the president Kevin Hawkesworth, and finally

by Jim Shaw. “So every dollar an employee donates to wear jeans yields $4 to charity,” Laura says.

A Good Place to Work Laura says that the commitment shown by employees to support worthwhile causes is a reflection of the pride employees take in working for a company that means business when it comes to valuing everyone’s contributions. “Our president is young, hip, and smart,” Laura says. “Once a month, we all get together in the cafeteria, and we go over the numbers. The numbers are what determine the bonus payments, so by communicating directly with employees, everyone sees the contribution they’re making. Transparency is so important.”

Last but not least, the company’s commitment to helping employees develop professionally and to promoting from within whenever possible is key to Shaw’s reputation as a great place to work. After deploying Microsoft Dynamics NAV, Shaw joined the NAVUG so that the company’s IT team can learn about new ways to use the technology from other companies of a similar size. True to the company’s promotion philosophy, one member of the team worked his way through college on the factory floor; once he earned his degree, he was promoted to the IT team as soon as a position became available. “He can troubleshoot anything,” Laura says. “He’s our Microsoft Dynamics NAV genius.”

NAVUG

Spring 2014 | 21

t&t

TIPS & TRICKS

Five Tips & Tricks for Classic Users 1. Zoom to See All Field Values for a Record Why would you want to use Zoom? If you get an error when trying to post a document, you can use Zoom to troubleshoot the error by viewing all of the table data associated with this document.

2. Navigating Menus in V4 and V5 By default, the Microsoft Dynamics NAV Classic Client tracks all of your active windows. So as you move between windows, Microsoft Dynamics NAV will highlight the corresponding menu item in the Navigation Pane. For example, you have the Customer card, a sales order, and posted sales invoices opened at the same time. As you click on each window, the Navigation Pane will highlight the new menu item, and sometimes, it will totally change the cascading view of menu items.

Many Customers prefer to turn this feature oďŹ&#x20AC; because they do not want the Navigation Pane to change since it can save time when researching information.

3. Use Reconciliation Account to View Effect of Unposted Journal When entering manual Journal entries, Microsoft Dynamics NAV has a great feature that will help ensure that debits are debits and credits are credits. It is called Reconciliation account. To enable this account, check the box on the G/L Account Card.

22 | NAVUG Magazine

Before posting a particular entry, choose Posting > Test Report > Preview.

Microsoft Dynamics NAV provides a great print preview that includes a section at the bottom labeled Reconciliation. In this section, you will find the net change per account involved in the journal, what sign your ending balance will be, and what the actual balance is after posting.

4. Using Copy Document Function to Create the Same Documents Each Month This Copy Document function is a great tool for any new User of Microsoft Dynamics NAV. This feature helps save time and can also help reduce errors. Whether you are on a purchase order, purchase invoice, sales order or a sales invoice, all you have to do is hit F3 to create a new document, go to the Functions button at the bottom of the form, and select Copy Document. Also, don’t forget that you can also use Copy Document for credit memos and return orders. When you create credit memos directly from the sales order, Microsoft Dynamics NAV will actually apply the two documents when you post the credit memo.

5. Finding Manual Entries in Control Account Control accounts are system-generated and should not allow direct posting.

Sometimes Users will click “Allow Direct Posting” when they are posting adjustment journals. To find the inadvertent manual entries, open G/L Entries for the particular Control Account and add a filter for System Created Entries = No. This will show you all manual entries that you need to correct.

NAVUG Spring 2014 | 23

™

TOP COLLABORATE DISCUSSIONS

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onversations are starting on NAVUG™ Collaborate, and we thought it would be fun to look back at some of the top discussions from last quarter. If you’d like more information on any of these topics, log on to NAVUG Collaborate (http://community.navug.com) to read the full conversation.

Accounts Receivable Aging Report 13 Replies As time has gone on, our Accounts Receivables Aging report (10040) has gotten to the point where it is nearly un-runable. It can take more than an hour and sometimes crashes. The only way we can get it to run reliably is to have it set to show details and sent to a PDF printer. We have had the latest hotfixes added, but it is still really bad.

Has anyone had any success speeding this report up? Has anyone rewritten the report in SQL to speed it up?

Kevin Fons |director of business systems | Saris Cycling Group

Block Item for Specific Customer 10 Replies Does anyone know of a way to block the shipment of an item for a specific customer (not all customers)? My guess is that a system modification/enhancement will be required to do this.

Lewis Rosenberg | IT manager | Mars Fishcare

Item # as a Dimension 8 Replies When we went live with Microsoft Dynamics NAV, we were advised not to use low-level data elements as dimensions, such as customer and item. We implemented using higher-level dimensions such as customer channel and product category. These are helpful for some things, but more and more, we are seeing a need to have item # as a dimension. Does anyone else use item # or customer # as a dimension? How has it worked for you? Do you have any suggestions or recommendations?

Jason Chance | senior programmer/analyst | Seventh Generation

Restored Test Database Only Works in 2009 R2 Classic Client 7 Replies I recently refreshed our test database for the first time in a year, and now I can only access via Classic Client. RTC returns the following error: Metadata for object of type Table with id 2000000053 is in a failed state. This is caused by a previous exception: Compilation of assembly ‘C:\ProgramData\Microsoft\ MicrosoftDynamics NAV\60\Server\MicrosoftDynamicsNavServ 24 | NAVUG Magazine

er$MCNETT-TEST\assembly\Record2000000053.dll’ failed. This can be caused by differences between binaries in your installation or your database. Ensure that all installation components are consistent and up to date. Error details reference missing definitions for SalesSetupRead, SalesSetup, and tmpWindowsLoginGroup.

Can anyone point me to setup location in Classic? Thanks in advance.

Noreen Fujita-Sacco | applications coordinator | McNett Corporation

Mandatory / Required Fields in Microsoft Dynamics NAV 2009 7 Replies Good morning. I am wondering what solutions people have employed to make select fields within Microsoft Dynamics NAV “mandatory” or “required” for completion on select records, such as a sales order, sales quote, item card, and other master records, etc. I believe Microsoft Dynamics NAV doesn’t support required fields native (at least in my version), but this seems like such a fundamental need of businesses, I am hoping to get some advice on this topic...Thanks!

Joseph Smith | director of operations Creative Materials Corporation

Jobs and Accounts Receivable 6 Replies We are still in a very old version of Navision (2.0) and are in the beginning stages of re-implementing to Microsoft Dynamics NAV 2013.

We are a moving company, and we work with the military and with a national moving agent. Both are bill-to customers for us.

We register jobs with these customers, and they pay us based on agreements we have with them. We do not invoice them.

We enter an invoice to record the revenue and the receivable, and then we wait for payment. They pay us referencing the job number that they assigned when we registered the job with them. They will NEVER reference our invoice number.

Does anyone have any suggestions how we might manage this since job number isn’t in the customer ledger? We need to be able to not only know how much a customer owes us in total, but also we need to be able to know that we’ve received all the money we are owed by job. We have hundreds of jobs per month with one customer, and we regularly record revenue incorrectly and only know what the correct amount is when we receive payment so we have to be able to reconcile by job and correct our revenue.

Thank you!

Julie Burdette | Navision programmer | Lile International NAVUG

FOR USE ERS BY USERS

14 on !

20 ati led c a Lo ve Re

NAVUG Collaborate: Are you in?

magazine FALL2013

NAME THAT PHOTO CONTEST The NAVUG™ Forum photo booth was hopping! What would you choose as the name of the magazine based on this image?

Simply email your submission to Captioncontest@navug.com.

The winning submission will be

NAV NAVUG NA AVUG F FORUM 2013 Tampa!

Sessions ʁ Success ʁ Sunburn Tips

+

TWENTYONE TIPS & TRICKS YOU DON’T WANT TO MISS

printed in the magazine’s next issue.

NAVUG.COM

Congratulations!

Congrats to SCOTT SLOAN from INSULATION FABRICATORS, INC for his winning submission, “I have searched for two days straight and still can’t find Waldo! Can you help?!” Scott – your prize is in the mail!

Spring 2014 | 25

With TARGITâ&#x20AC;&#x2122;s BI & Analytics for NAV Everyone in your organization sees and shares the same goals and objectives. No more static reports, but dynamic analyses that gives you the courage to act.

TARGIT is the worldâ&#x20AC;&#x2122;s largest BI vendor for MS Dynamics NAV and TARGIT BI Accelerator is certified for Microsoft Dynamics NAV. www.targit.com

Zoom in

on your objectives

CERTIFIED FOR

NAV 2013

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

microsoft member showcase

Marko Perisic

Marko Perisic, director of program management, Microsoft Dynamics NAV

NAVUG™: Tell me about your tenure with Microsoft.

Marko Perisic (MP): I’ve been with Microsoft for eight years now. At the beginning of my career here, I was responsible for the metadata server and developer tools of Microsoft Dynamics AX. I then transitioned to Microsoft Dynamics NAV, which was a more interesting product for me because the SMB market is so fascinating: So fragmented, so many players, so many challenges, so many opportunities to act fast and to ultimately make a big difference.

NAVUG: Tell me a bit about your current role at Microsoft.

MP: My role is to head the program management (PM) organization for Microsoft Dynamics NAV. Program managers are responsible for converting market needs into a product. They don’t write code, but they need to interact with development teams. They don’t do business planning, but they need to interact with product marketing and understand the business.

NAVUG: What do you love most about the work you do and the role you play at Microsoft?

MP: To me, it is the most exciting role to have in Microsoft. You play a different aspect of the role almost every day: One day you are in deep discussion with engineers on what to build; the next day, you are looking at market figures, all while interacting with Partners and Customers.

We (program managers) are where the “sea water mixes with fresh water”, between business development and product development, and it is ultimately our responsibility that those two sides understand each other, and that what we build is the right product for our Partners and Customers.

I’ve been in this role at various levels since I joined Microsoft, and it is a privilege that I am heading the PM organization for Microsoft Dynamics NAV. The best part of my weekday is still the moment I wake up and head to work.

NAVUG: Can you pinpoint an example of what makes your work worthwhile?

MP: It’s whenever I see Partners and Customers excited about our product, whenever I hear them

28 | NAVUG Magazine

publically making “we love it” statements about an ERP software solution. The biggest compliment our organization ever got is when we learned that some Microsoft Dynamics NAV Users, when they leave their company for a new company, demand from their management to implement Microsoft Dynamics NAV because they love using it that much. Every single person in the Microsoft Dynamics NAV organization loves this product.

That makes our day, any day.

NAVUG: What is your team working on now?

MP: We are currently working on Microsoft Dynamics NAV codename “CRETE”. We have a tradition of codenaming every new release after a Mediterranean island. We are building a lot of great new functionality into it. We cannot wait to reveal it. Soon. But not in this interview.

NAVUG: We understand. - Can you share more information about the solution’s roadmap?

MP: The software industry is moving at a ridiculous pace. There are new technologies, new requirements, new capabilities, and trends emerging on a weekly basis. To create a detailed roadmap for the next five years of what we are going to do exactly is the same as saying, “we will ignore market input from this point for the next five years”, or a better version, “here it is, but right now it is probably invalid, and it will change every month”.

This is why we have transformed our organization into an agile R&D organization, running scrum at scale. We focus on completeness, quality, and eliminating any functional or technical debt in the process. This gives us the ability to quickly scope in and out investments as we discover new needs and trends in the fast-moving software world. This has already generated tremendous success in our 2013 and 2013R2 releases. We were able to react to changes in the market so rapidly, and to deliver the right value to customers.

To not have a detailed roadmap is not the same as to say we don’t have a direction. Microsoft Dynamics NAV has always been about ERP functionality. In recent years we have transformed it into a modern ERP solution, where functionality is still critical, but the experience and the (cloudready) platform are just as important. Microsoft

Dynamics NAV is now future-proof, running “in” Office 365, and “on” Azure. We will continue to push on all three fronts: Richer functionality, omnipresent experience on all devices, and state-ofthe-art service that can run in the public cloud, private cloud, and on-premise. Microsoft Dynamics NAV is one of the few (if not the only) ERP products that has made that successful transition, all in the name of ensuring that our Customers get the most value out of their investment. Our agility is our biggest asset in ensuring we continue to do that.

NAVUG: How does your team work with Microsoft Dynamics NAV Users? What types of interaction do you find most valuable?

MP: In addition to formal input, such as Support and Connect, we do many other interactions. We interact with our key Partners

and Customers through a program called ACE (Agile Customer Engagement). They participate closely in the development process, providing continuous input and validation. We also have something called TAP (Technology Adoption Program), where select Partners nominate a Customer to go live on the release we are building. This is essential. We do not ship until we have Customers going live with our product. We have conferences where we have roundtables with Partners and Customers.

We do road shows where we visit Partners, and in some cases, Customers. We participate in NAVUG conferences, and I am happy to have a close relationship with NAVUG. Making Partners and Customers happy is at the core of our business, and thereby, working with Partners and Customers is at the core of how we do business.

NAVUG

Spring 2014 | 29

t&t

TIPS & TRICKS

Five Tips & Tricks for Role-tailored Client (RTC) Users 1. Hot Keys » <F10> Can see the Hot keys (works in Office as well)

» <Ctrl> <F1> Collapse and see ribbons » <F6> Navigate different pages on the screen

» <F4> Open dropdown list » <Alt><Left> <Alt><Right>

Navigate through recently visited pages » <Alt><F2> Hides the fact boxes for more room for records

2. Save Filters for Later Use On any list page, you are able to save your filters to be reused at a later time. By right clicking on the name of the list, you can choose Save View As…. You are able to name the view and specify where you would like this view to appear in the left pane of your Role Center.

3. Save Data Entry Time Using Quick Entry If you want to mark certain fields as mandatory, you can identify the fields as Quick Entry. Using Customize this Page and choosing FastTabs, you are able to choose which fields to hide/show, promote, or identify as Quick entry.

30 | NAVUG Magazine

4. One Click to Highlight or Clear a Value in a Field Click on the ďŹ eld label, and the entire ďŹ eld is highlighted.

5. Freeze Panes within List View By choosing Customize this Page > Choose Columns, you are able to reorder the columns and add a Freeze Pane to this view.

NAVUG

Spring 2014 | 31

ACCESS:

Do you know who has it?

CHANGES:

Do you know who made them?

RISK:

Do you know where you are vulnerable?

We do.

Microsoft Dynamics速 security, audit and compliance solutions.

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+515.276.1779 @gofastpath

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1 | Anthony Darden director of IT Caplugs

2 | Victor Diercksen IT systems manager TalkingRain Beverage Company

Microsoft Dynamics NAV 3.7 was starting to show its age, our sales team wanted to get into CRM, Microsoft would inevitably stop officially supporting our version, system performance worsened as the company grew and we added Users and grew the databases, and the list of feature complaints started to reach its tipping point.

After gaining exposure to newer systems and seeing what we could accomplish in the mobile space with cell phones and tablets, the itch to take it to the next level grew even more. We also saw how third-party support was growing in the Microsoft Dynamics NAV community, so we were excited to see what solutions could improve our business processes beyond what Microsoft Dynamics NAV could do natively. We knew it was worth the time and investment.

We’re currently planning a reimplementation of Microsoft Dynamics NAV. Our current install will be four years old at the time of our go-live in fall 2014, but our company has grown 10 times its size from our original go-live, and our needs are very different today than what we needed four years ago. A reimplementation will allow us to start from scratch with the company that we are now.

As we plan out our upgrade, we have documented our current business processes in detail as well as noted the modifications that are used to support those processes. We’re really looking forward to better remote connectivity, improved posting performance, and mobile connectivity with Microsoft Dynamics NAV 2013.

NAVUG

Spring 2014 | 33

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

isv partner member showcase

Wolters Kluwer, CCH

COMPANY: Wolters Kluwer, CCH INTERVIEW: David Kelly, national strategic alliance manager WEBSITE: www.salestax.com HEADQUARTERS: Riverwoods, Illinois PHONE: 877-570-2785 EMAIL: David.kelly@wolterskluwer.com NAVUG™ PARTNER MEMBER SINCE: 2011

34 | NAVUG Magazine

NAVUG: Tell me a little bit about your company.

David Kelly (DK): Wolters Kluwer, CCH is a leading global provider of tax, accounting, and audit information, software, and services. Our company has served tax, accounting, and business professionals since 1913 and is dedicated to providing the most relevant feature set on the market for sales and use tax solutions, backed by the most respected subject-matter authority on tax.

NAVUG: Other than the invention of the computer, how have things changed since 1913?

DK: We have greatly evolved as a company, moving forward with technology, mobile solutions, and becoming an industry leader in advanced software development. Where we were once primarily focused on creating tax and law publications in our early years, now we can help companies directly by providing the best tax and accounting software for research and compliance on the market.

NAVUG: What type of solutions and services do you offer Microsoft Dynamics NAV Users?

DK: Sales Tax Office for Microsoft Dynamics NAV has been groundbreaking for Users. In addition to automating sales tax calculations, Users can integrate that data with online shopping carts and more – all while being confident in accurate content and calculations. So, at a high level, we focus on providing our clients accurate content, calculations that automate processes to ensure

compliance, and consulting services that assist along the way.

NAVUG: What does your client base look like?

DK: Tax is a very complicated, ever-changing moving target that really affects us all, but we work closely with manufacturers, distributors, retailers, professional services, and rental companies.

NAVUG: What sets Wolters Kluwer apart from other tax solutions for Microsoft Dynamics NAV? DK: We completed the CFMD (Certified for Microsoft Dynamics) process at the end of 2013, which we are very excited to announce, but we also have an estimated 30 full-time researchers at CCH keeping up with the sales and use tax changes in-house. This really sets us apart from the rest and makes us a one-stop shop that companies can count on. Our motto is, “When you have to be right”, and having those researchers solely dedicated to keeping us and our software as upto-date as possible makes us the software provider to work with.

NAVUG: What do Microsoft Dynamics NAV Users love most about your solutions?

DK: In addition to having all our development in-house, we also offer specialty services, such as when you know you’re not collecting tax correctly and want to divulge that information to become compliant or if you’re breaking into a new

vertical and need taxability research studies conducted for quality information.

NAVUG: What does Wolters Kluwer have in store for Microsoft Dynamics NAV Users in 2014?

DK: Since we’ve completed the CFMD process, we will continue to develop for the latest and greatest Microsoft Dynamics NAV releases, making this a continual investment with enhancements to our core sales tax offering. We also plan to be involved in NAVUG Summit as well as Directions. Both are great opportunities for Users to get involved.

5

MINUTES WITH NAVUG’S VOLUNTEER OF THE QUARTER

NAVUG™ is pleased to recognize Thomas Paulsen, owner of PaulsenConsult LLC, as this issue’s Volunteer of the Quarter. Thomas is one of NAVUG’s top contributors to Collaborate and while his knowledge of Microsoft Dynamics NAV is outstanding, his willingness to take time to share his talent with other Members and make a difference in someone else’s business is priceless.

NAVUG: What do you like most about working with the Microsoft Dynamics NAV community?

DK: Being actively involved in the events year-round and developing relationships along the way has made me really love the Microsoft Dynamics community. It is extremely engaged and willing to work together to grow Microsoft Dynamics offerings. I always get a great reception from this community, and I am excited to see what’s around the corner in 2014!

NAVUG

Who is a person who interests you on Twitter/Facebook/LinkedIn right now?

Karina Nielsen, CEO of Celenia On my desk right now is…

An interesting project setting up financial reporting in a multinational Microsoft Dynamics NAV installation.

My 3 goals for 2014…

Roll out my first Microsoft Dynamics NAV 2013 R2 implementation; design a cash flow statement report entirely inside Microsoft Dynamics NAV 2013 R2; and roll out a complete MRS and MRP planning solution in a mixed MTO and MTS environment using Cost Control Software’s visual scheduling.

What I do when I’m not at work…

Train my children in the way they should go.

The best advice I ever received…

“There is a Danish business database or something like that called Navision. It runs on DOS or Windows 95. Want to check it out?”

Spring 2014 | 35

t&t

TIPS & TRICKS

Three Tips & Tricks for Microsoft Dynamics NAV 2013 R2 Users 1. Creating New Companies Within Microsoft Dynamics NAV 2013 R2, you have two options when creating a new company. The former method of going to the Development Environment File > Company > New is not available with R2. You have two options: » Option 1. In RTC, navigate to the listing of companies. Using the ribbon, you can create a new company or copy an existing company. » Option 2. You can create a new company by using the Microsoft Dynamics NAV 2013 R2 Administration Shell. You have to be the administrator. Right click on the Administration Shell and select Run as administrator as shown.

Powershell will open. To add a new company, type in NewNavCompany at the prompt. You will be prompted for the New Company Name. Next, you will be asked for the ServerInstance.

This is the portion that follows the port name, such as localhost:7046/ DynamicsNAV71

2. Help Server The days of updating Help Text on every client are in the past.

With Microsoft Dynamics 2013 R2, Microsoft has added the Help Server component into the product. You can install it to your IIS server. The Help Text content is the same whether you are accessing from the Windows client or web client.

3. Renumbering Document Numbers in Journals If the No. Series field on the journal batch is filled in, the posting function in general journals requires that the document number on individual or grouped journal lines be in sequential order. To make sure that you do not receive posting errors because of the document number order, you can use the Renumber Document Numbers function before you post the journal. If related journal lines were grouped by document number before you used the function, they will remain grouped but may be assigned a different document number.

This function also works on filtered views.

Any renumbering of document numbers will respect related applications, such as a payment application that has been made from the document on the journal line to a vendor account. To find Renumber Document Numbers, enter General Journals in the Search box. When you are ready to post the journal, on the Actions tab, in the Functions group, choose Renumber Document Numbers. NAVUG

36 | NAVUG Magazine

TOP

OF

THE

BEST 2013 10 NAVUG WEBINARS

A

s a way to wrap up some of the amazing success and incredible programs our presenters and Members shared in 2013, NAVUG™ is excited to release our Top 10 webinar and Special Interest Group (SIG) recordings from 2013.

Thanks to all the volunteers who helped deliver outstanding programs in 2013! We look forward to many great sessions in 2014.

1 2 3 4 5 6 7 8 9 10

Microsoft Excel Tips and Tricks (January 2013)

How to Manage NAV Permissions & Security (January 2013)

Excel Pivot Tables Crash Course (May 2013)

Connecting Microsoft Dynamics NAV with Excel 2010 PowerPivot (January 2013)

Top 10 NAV Error Messages (January 2013)

Excel Tips and Tricks (June 2013) Introduction to ODATA Web Services: How to Easily Publish your NAV Data (January 2013)

How Can NAV Manage My Fixed Assets? (February 2013)

Microsoft Dynamics CRM or Microsoft Dynamics NAV CRM, Which Is the Best Fit? (February 2013) How Microsoft Office 365 Works with Microsoft Dynamics NAV 2013 (January 2013)

Spring 2014 | 37

Registration Now Open!

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industry showcase

Manufacturing: Creating Products We All Would Miss P

ossessing quality assurance paired with stellar customer service, these NAVUG™ Members keep the world “fueled up” by designing, mixing, and creating critical products from gas drilling fluids to ramen noodles and beyond. Manufacturing plays a huge role in today’s world, and let’s just give it to you straight: it’s no simple task!

LANTIC INC. Montreal, Quebec Lantic Inc. is one of two refiners in eastern Canada and operates a cane sugar refinery in Montreal, Quebec. In eastern Canada, they produce granulated, icing, cube, liquid, yellow, and brown sugars. In western Canada, Lantic Inc. is the leading refiner, processor, distributor, and marketer of sugar products. The company has two sugar processing facilities, a cane sugar refinery in Vancouver, British Columbia, and a sugar beet processing facility in Taber, Alberta. Products in western Canada include granulated, icing, cube, yellow and brown sugars, liquid sugars, and specialty sugars and syrups.

NISSIN FOODS DE MEXICO S.A. DE C.V. Lerma, Mexico Nissin Foods was founded in 1958 on the concept of offering a quality and convenient ramen product to feed the masses after World War II when food was sparse. Since then, Nissin Foods has expanded its food offerings as well as its locations, now producing in many countries and regions across the globe.

LIENERT AUSTRALIA PTY LTD Roseworthy, South Australia Lienert Australia is a leading national manufacturer, distributor, and supplier of ingredients, supplements, and nutritional advice to the Australian livestock and stock feed industries.

For more than 40 years, Lienert has built a sound reputation as a supplier of quality products and service to a diverse range of clients, from family farms to commercial feed mills and integrated livestock operations in Australia, New Zealand, and the Philippines.

CANALTA CONTROLS LTD Red Deer, Alberta Canalta Controls Ltd began operations in 1986 as an instrumentation and electrical contractor.

Since 1991, its focus has been on the manufacturing of industrial control and measurement equipment.

Canalta now manufactures and services several product lines specifically targeting the oil and gas industries and supplies product across North America, South America, Asia, and the Middle East. Canalta has built on its global distribution network by having primary manufacturing and warehousing facilities in Red Deer, Alberta and Dallas, Texas, as well as a direct sales office in Buenos Aires.

SHEARWATER RESEARCH Vancouver, British Columbia Since its inception in 2004, Shearwater Research has designed and manufactured open-circuit and closed-circuit trimix dive computers for the most demanding technical divers. Bruce Partridge, CEO of Shearwater, brings a unique perspective to the company with experience in computer systems design, embedded programming, and advanced technical diving.

BRI-CHEM CORP. Edmonton, Alberta Bri-Chem Corp. distributes more than 100 different oil and gas drilling fluids, blends cementing, acidizing, and fracturing chemical additives, as well as distributes and manufacturers carbon steel pipe to the oil and gas fields in western Canada and the United States. As an industry leader committed to customer satisfaction, progressive thinking, and shareholder value, BriChem has helped oil and gas companies reach new heights.

Spring 2014 | 39

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

learn academy corner

Business Intelligence for Microsoft Dynamics NAV 2013

by Rich Beliveau

I

recently came across two very interesting and lengthy definitions created by Microsoft for Microsoft Dynamics NAV and business intelligence (BI).

According to Microsoft, Microsoft Dynamics NAV is a multilanguage, multi-currency business management solution that helps small and mid-sized businesses manage their financials, supply chain, and people to create experiences that delight their Customers. It is quick to implement and easy to use, with the power to support your growth ambitions. Microsoft also states that BI turns information into action through data gathering, analysis, monitoring, and forecasting to identify opportunities, minimize risk, and improve management insight.

In my opinion, BI for Microsoft Dynamics NAV is making sure business decision makers have the right information, at the right time, and in the right format to make informed judgments about their business. It allows Users to make recommendations and take action today on tomorrow’s business issues.

At NAVUG™ Academy, we believe that business intelligence should be in the forefront of your Microsoft Dynamics NAV learning plan. As such, we offer several Microsoft Dynamics NAV BI classes throughout the year.

Reporting in Microsoft Dynamics NAV 101 Using RTC (Role Tailored Client):

depth training session, students learn the fundamental principles of account schedule construction. Using hands-on exercises, students have the opportunity to apply what they learn during class. Students are able to create a basic trial balance and master the three basic account schedule building blocks: row setups, column layouts, and analysis views. They will also discover how to filter financial reports by dimensions, layer in budgeted information, and produce reports by exporting to Microsoft Excel® in the most efficient way possible.

Coupled together, Creating Microsoft Dynamics NAV Datasets for SSRS Reports and Creating Views and Reports with SSRS will enable organizations to realize the full potential of their SQL Server Reporting Services deployments for Microsoft Dynamics NAV. The first step in learning how to leverage Microsoft Dynamics NAV data outside of the solution is to understand how to build a dataset.

Datasets are required to join data between two or more tables or companies. They are also required to encapsulate and summarize data from a production system to a reporting system or data warehouse.

Once the datasets are created, students can start creating SSRS reports that include grouping, totaling, charts, and graphs. They can also create customized report subscriptions that enable reports to be automatically generated and delivered.

More information on these Academy classes can be found at the NAVUG Academy Distance Learning site: www.navug.com/ academydl2014.

NAVUG

This is a great introduction to reporting in Microsoft Dynamics NAV. In just a few short hours, students will be able to not only build and modify basic and complex reports, but also have the foundation they need to write reports in the RTC. This introductory class will show students how to create and modify simple and advanced reports through a hands-on virtual classroom environment, enabling them to get down and dirty with Microsoft Dynamics NAV’s RTC.

Account Schedule Basics for Microsoft Dynamics NAV 2013 RTC: Account schedules are a powerful tool used to create custom financial statements directly from your Microsoft Dynamics NAV general ledger. In this in40 | NAVUG Magazine

Introducing The List MOBILE

Now you can get The List To Go!

Search for the products and services you need with the new Mobile version of The List! Add it to your home screen from: www.thelistmobile.com or simply scan the QR code below:

Table of Contents Industry...................Page 42 Horizontal................Page 45 Services...................Page 50

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

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

Industry

INDUSTRY

Apparel Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI EDI your way: In-house control, Collaborative, or Outsourced. Total solution, AS2 and VAN for Lower Cost of Ownership. More documents and users than any other provider for NAV. Great references. Quick startup.

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

Automotive

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

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

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

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

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

KEY:

Axapta

Great Plains

42 | NAVUG Magazine

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

Cross Industry Solution

Paramount Technologies

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

http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Solver

Ariett Business Solutions, Inc. Flintfox International Limited http://www.ďŹ&#x201A;intfox.com â&#x20AC;˘ 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

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

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

Unprecedented visibility.

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

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

Navision

Solomon

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

http://www.solverusa.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Finance/Banking AssureSign LLC

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

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

Business Systems Integrators

Food and Beverage

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

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

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

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

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

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

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

Attach supporting documentation.

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

Customer Relationship Management

Retail Management System

Beck Consulting http://www.bcfooderp.com 800-456-1970 ext. 110 bcFood Built for the food industry, provides: Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, Allergen Control, Import/Export, BI, Promotions, Trade and EDI.

Point of Sale

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

http://www.ďŹ&#x201A;intfox.com â&#x20AC;˘ 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

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

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

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

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

Horizons International

Healthcare

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

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

Paramount Technologies

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

More than 2000 companies live.

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

KEY:

Axapta

Great Plains

http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.

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

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

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

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

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

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

High Tech and Electronics Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Navision

Solomon

Beck Consulting http://www.bcfooderp.com 800-456-1970 ext. 110 bcFood Built for the food industry, provides: Process, Batch and Discrete Production, Quality, WMS & Mobile, Compliance, Allergen Control, Import/Export, BI, Promotions, Trade and EDI.

Customer Relationship Management

Retail Management System

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

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

HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Works with Inventory items as components or ďŹ nished goods. Gain visibility & control.

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

Attach supporting documentation.

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

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

Point of Sale

Spring 2014 | 43

INDUSTRY

Flintfox International Limited

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

INDUSTRY

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

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

Non-Profit Organizations Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-ProďŹ ts GL Distributions, Fund Accounting, Audit Trails, Requisition & Expense.

Horizons International

Warehouse Management

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

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

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

Property Management 360 Visibility Inc. http://www.360propertymanagement software.com â&#x20AC;˘ 905-907-3600 360 Property Manager Written using Microsoft Dynamics NAV, 360 Property ManagerŠ is an end-to-end software that helps you manage your entire real estate life cycle and enhance the ultimate value of your property.

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

Retail

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

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

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

KEY:

Axapta

Great Plains

44 | NAVUG Magazine

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

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

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

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

More than 2000 companies live.

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

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

More than 2000 companies live.

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

Tasklet Factory http://www.taskletfactory.com +45 96 354 500 NEW: Mobile WMS for Dynamics NAV Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/oďŹ&#x201E;ine mode that integrate out-ofthe-box with Dynamics NAV.

Wholesale Trade: Durable Goods Data Masons Software

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

Software

Flintfox International Limited

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

Navision

Solomon

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

http://www.ďŹ&#x201A;intfox.com â&#x20AC;˘ 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Customer Relationship Management

Retail Management System

Point of Sale

Horizontal Business Intelligence

Analytics Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Barcode Data Collection

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

Budgeting

Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!

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

deFacto Global, Inc.

Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. Weâ&#x20AC;&#x2122;ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...

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

http://www.solverusa.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.

KEY:

Axapta

Great Plains

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

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

Based on 20+ years of experience & 8500 customers worldwide.

Tribridge http://www.concertocloud.com 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Check Printing

Solver

Liaison Software Corp

http://www.solverusa.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

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

Total Dynamics Solutions, LLC Solver

MetaďŹ le Information Systems, Inc.

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

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

Navision

Solomon

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

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

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

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

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtually any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

Commissions

Sikich http://www.Sikich.com 630-566-8400 NEW: NAV Commission Management System Simplify commissions with commission management software for Dyn NAV.

Customer Relationship Management

Retail Management System

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

Customer Relationship Management eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data.

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

Point of Sale

Spring 2014 | 45

HORIZONTAL

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

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

Tribridge http://www.concertocloud.com 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Data Integration

E-commerce Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

More than 2000 companies live.

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

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

Data Management

Document Management

eBridge Connections

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

Distribution

HORIZONTAL

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

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

Ariett Business Solutions, Inc.

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

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

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

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

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

Attach supporting documentation.

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

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow.

ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl.

Amazon, Magento, BigCommerce, eBay+

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

EDI

Ariett Business Solutions, Inc.

Beck Consulting http://www.bcpacknship.com 800-456-1970 ext. 110 bcPackNShip bcPacknShip is the easiest and most eďŹ&#x192;cient way to ship via UPS, FedEx and USPS. Packaging details are stored in NAV in a fully EDI compliant format; UCC labels can be designed and printed directly from NAV. Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built speciďŹ cally to make the EDI process in NAV easy to manage and cost eďŹ&#x192;cient to deploy.

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

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

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

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

Retrieve related documents with a single click. WorkďŹ&#x201A;ow & Report imaging.

Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built speciďŹ cally to make the EDI process in NAV easy to manage and cost eďŹ&#x192;cient to deploy.

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

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

KEY:

Axapta

Great Plains

46 | NAVUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Electronic Document Delivery (Email)/Faxing Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Web EDI solution eliminates transaction fees â&#x20AC;&#x201C; over 1000 trading partners.

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

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

Attach supporting documentation.

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

Electronic Signatures AssureSign LLC

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

Unprecedented visibility.

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

Fair Price.

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

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

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

KEY:

Axapta

Great Plains

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

Navision

Solomon

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

Field Service Management

FieldConnect, Inc. http://www.ďŹ eldconnect.com â&#x20AC;˘ 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch software, and customer portals are directly integrated with Microsoft Dynamics for maximum eďŹ&#x192;ciency.

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

General Ledger

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

Retail Management System

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

Inventory Management

Paramount Technologies

Customer Relationship Management

HR Management

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

Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and eďŹ&#x192;ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.

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

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

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

Point of Sale

Spring 2014 | 47

HORIZONTAL

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

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

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees.

Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline employee expense reimbursement with Dynamics.

Invoicing Enhancement

Payables Enhancement

DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees.

Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.

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

Based on 20+ years of experience & 8500 customers worldwide.

Job Costing

HORIZONTAL

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

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

Manufacturing Enhancement

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

Mobility

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

DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees.

Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.

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

Liaison Software Corp

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

KEY:

Axapta

Great Plains

48 | NAVUG Magazine

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow.

MHC Software, Inc.

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

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

Portals

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

Navision

Solomon

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

ReQlogic http://www.reqlogic.com 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solutions for eProcurement, requisitions, vendor invoices, expense reports and advanced workďŹ&#x201A;ow.

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

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

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

Customer Relationship Management

Retail Management System

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.

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

Procurement Management DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees.

Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline the procurement process with Dynamics GP and NAV. Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill-down visibility & multiple rollup views.

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

Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Point of Sale

Quality Control ReQlogic http://www.reqlogic.com 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solutions for eProcurement, requisitions, vendor invoices, expense reports and advanced workďŹ&#x201A;ow.

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

Purchase Order Processing Enhancement

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

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

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

Reconciliation

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

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

Adra Match http://www.adramatch.com +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match.

By using three information sources - the payment ďŹ le, open invoices and the customer register - the system matches all incoming payments.

Paramount Technologies

Reporting

KEY:

Axapta

Great Plains

Fastpath Solutions, Inc

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

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

Shipping/Manifesting Solver http://www.solverusa.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Sales Order Processing Enhancement

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees.

Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline purchase requisition processing with Dynamics.

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

deFacto Global, Inc.

Accountable Software

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

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

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

Attach supporting documentation.

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

http://www.accountable.com â&#x20AC;˘ 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!

Navision

Solomon

Customer Relationship Management

Retail Management System

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

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

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

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

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

Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

More than 2000 companies live.

Point of Sale

Spring 2014 | 49

HORIZONTAL

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

Horizons International

Security

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

System Enhancement

Trade Promotion Management Flintfox International Limited http://www.ďŹ&#x201A;intfox.com â&#x20AC;˘ 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Total Dynamics Solutions, LLC

DynamicsDownloads http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution?

Search, Buy and Sell here!

Tax

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

Time and Attendance

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

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade management for Microsoft Dynamics.

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

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

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

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint WorkďŹ&#x201A;ow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workďŹ&#x201A;ows integrated with Dynamics GP, NAV and CRM.

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

Integrity Data

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

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

http://www.u-linc.com 217-732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data WorkďŹ&#x201A;ow and notiďŹ cations anytime, anywhere in Microsoft Dynamics.

Works seamlessly within and across your existing system, is ďŹ&#x201A;exible and easy to use, improving organizational performance.

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow.

Services Application Service Provider/Hosting

SERVICES

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

KEY:

Axapta

Great Plains

50 | NAVUG Magazine

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

Navision

Solomon

RoseASP http://www.roseasp.com â&#x20AC;˘ 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.

Customer Relationship Management

Retail Management System

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

Point of Sale

Marketing Planning & Services

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

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

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

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

Tribridge http://www.concertocloud.com â&#x20AC;˘ 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

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

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

HR & Payroll Implementation & Consulting

Sierra Workforce Solutions

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow.

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

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

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

Managed Services

KEY:

Axapta

Great Plains

Navision

Solomon

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

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

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

OnDemand Trials

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

Social Media The Partner Marketing Group http://www.thepartnermarketinggroup.com 732-237-8795 ButterďŹ&#x201A;y Publisher Join Dynamics partners on ButterďŹ&#x201A;y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eďŹ&#x20AC;ective!

Training Accolade Publications, Inc. http://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.

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

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

Sales Tax Management Service

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

Customer Relationship Management

Retail Management System

SERVICES

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

SharePoint Development

Point of Sale

Spring 2014 | 51

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