Fall 2018 - The Partner Channel by Dynamic Communities, Inc

FALL 2018 | WWW.DYNAMICCOMMUNITIES.COM The Partner Channel

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THE PARTNER CHANNEL® MAGAZINE

FALL contents 2018

in every issue

8 9 11 47 48 49

CONTRIBUTORS NEWS

EVENTS MEMBERS ONLY CORNER

The Partner Marketing Group ADVERTISER INDEX THE LIST

departments

2 1 18 22

MARKETING

The B2B Consumer Evolution LEADERSHIP Digital Transformation and Why You Should Care

MARKETING Is Your Marketing Agile Enough

for Today’s Digital Transformation Challenges?

28 34

SALES Focus on the First Step

Digital Transformation and Why You Should Care

MARKETING How Microsoft Partners Can Use Analytics to Drive Revenue

features

16 26 32 40 42 44 46 48

EXTREME365: Putting Partners First MICROSOFT SHOWCASE Cecilia Flombaum PARTNER SHOWCASE True|IT CHANNEL MARKETING ALLIANCE UPDATE PHOTO CAPTION CONTEST

PARTNER SHOWCASE DynamicsSmartz WORD-A-GANZA

A PUBLICATION DEDICATED TO BUILDING A COMMUNITY FOR PARTNERS

LOGO CONTEST

DYNAMICCOMMUNITIES.COM | FALL 2018

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The Partner Chann el

Digital Transformation

“Don’t fear failure.

Should Care and Why You

DIGITAL

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are today.” - Michae l Hyatt

growth with and drive smart ior products, implementing facturing. By la-based manu and start maximizing your s, isjointed system

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NOTES

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ON THE COVER Just like Hannah Horning states in her article on page 18, there is an “evolution of innovation and hard work to transformation.” Examples of this are the historic inventions that got us to where we are today, including… • In 1783, Pilatre De Rozier launched the first hot air balloon called “Aerostat Reveillon”. The passengers were a sheep, a duck, and a rooster, and the balloon stayed in the air for a grand total of 15 minutes before crashing back to the ground. • In 1802, Humphry Davy invented the first electric light. He experimented with electricity and invented an electric battery. When he connected wires to his battery and a piece of carbon, the carbon glowed, producing light. His invention was known as the electric arc lamp. • The first manned spacecraft was Vostok 1, which carried Soviet cosmonaut Yuri Gagarin into space in 1961 and completed a full Earth orbit. • You may say humans aren’t flying yet, but maybe under that cape is a jetpack (fully patented in 2008). Sources: www.eballoon.org, www.bulbs.com, www.wikipedia.org

TRANSFORMATION

n past issues of The Partner Channel Magazine, we’ve covered the topic of change and our instinct to fear change, but this theme goes deeper than that. While change is inevitable, transformation is by conscious choice. “Digital” transformation is what this issue of the magazine is all about. What exactly is Digital Transformation, you ask? Turn to Hannah Horning’s insightful piece on what digital

transformation actually is (page18) and why it’s not just a buzzword for Partners today. Cecilia Flombaum from Microsoft shares how Partners can find their natural next step.

Turn to page 26 for examples of Partners embracing digital transformation and tips to overcome the biggest challenges you face. Marketing strategies and processes are most certainly being affected by digital transformation, and The Partner Marketing Group’s Cheryl Salazar explains how to build the foundational elements for an agile marketing approach on page 22. Transforming the way we do business is a monumental shift in our business strategy, processes, and long-term goals. I hope this issue helps you find your footing to a digital transformation that works for you!

Bethany.foyt@dynamiccommunities.com Dynamic Communities, Inc. www.dynamiccommunities.com Twitter: @Bethanyfoyt and @Partnerchannel LinkedIn: Bethanyfoyt

This label only applies to the text stock.

 Bethany.foyt@dynamiccommunities.com

THE PARTNER CHANNEL® MAGAZINE Fall 2018 EDITOR-IN-CHIEF Bethany Foyt COPY EDITOR Kate Mund CONTRIBUTING WRITERS Adrianne Machina, Amanda Wells, Cheryl Salazar, and Hannah Horning ART DIRECTOR Shawn Olson ADVERTISEMENT SALES Jane Olson

(877) 324-8880

company/dynamic-communities-inc

All postage is paid from Fargo, N.D. If you wish to be removed from the mailing list, send your request, including name, business name, and mailing address to Bethany.foyt@dynamiccommunities.com If you wish to add names, the same directions apply. Dynamic Communities, Inc. is an independent company and is not affiliated with Microsoft Dynamics® or any of its affiliates or subsidiaries. This is a copyrighted publication ©2018, and all articles herein are covered by this copyright. All rights are reserved. Any use of the content for commercial reasons or any other form of reproduction of material herein is strictly prohibited without prior written approval of Dynamic Communities, Inc. Most articles are submitted by independent industry professionals; therefore their views and opinions may not be those of the publishers. Inasmuch, Dynamic Communities, Inc. cannot be held responsible for any or all comments or information held within those articles. This publication is printed in the U.S.A. by Forum Communications Printing.

DYNAMICCOMMUNITIES.COM | FALL 2018

CONTRIBUTORS cheryl salazar EMAIL Csalazar@thepartnermarketinggroup.com

adrianne machina EMAIL

LINKEDIN Cherylsalazar TWITTER Partnermktgrp WEBSITE www.thepartnermarketinggroup.com

Amachina@tornadomktg.com

BLOG www.thepartnermarketingroup.com/blog

FACEBOOK Adrianne.machina LINKEDIN Adriannemachina TWITTER Adriannemachina

hannah horning

WEBSITE www.tornado-marketing.com

Hehorning@gmail.com

LINKEDIN Hannahhorning TWITTER Hannhorning WEBSITE www.hannahhorning.com BLOG www.hannahhorning.com/blog

Adrianne Machina is the chief velocity officer of Tornado Marketing and an in-demand copywriter, speaker, and consultant with a special focus on online marketing. Adrianne is a firm believer that progress is better than perfection, and that boring marketing will get you nowhere. She helps clients harness their business passion and purpose into marketing that reflects their company’s unique strengths and attracts their ideal clients. Adrianne has worked in the Microsoft Dynamics channel since 2000 and teaches marketing to entrepreneurs at the University of Wisconsin–Madison.

amanda wells EMAIL

Amanda.wells@westerncomputer.com LINKEDIN Amandamwells

As the director of marketing for Western Computer, Amanda Wells brings a decade of experience in marketing, public relations, and advertising. She enjoys sharing her expertise and helping other marketers grow as a member of the board of directors for the Channel Marketing Alliance, a group founded by Dynamic Communities for channel marketers and channel Partners.

FALL 2018 | DYNAMICCOMMUNITIES.COM

For more than 30 years, Cheryl Salazar has been working for the local and global technology community. Before joining The Partner Marketing Group as partner and EVP channel & marketing strategy, Cheryl led many important initiatives during her 12-year tenure with Microsoft and its channel in South Africa and the United States developing and supporting numerous marketing efforts focused on Microsoft Office, Windows for Workgroups, Direct Access, Great Plains, and the Microsoft Dynamics ERP suite.

Hannah Horning is a sales and marketing manager at Compass Technologies and freelance marketing consultant specializing in marketing strategy, demand generation, content creation, and events for Dynamics VARs and ISVs. Hannah has been working in the ERP industry for five years but has grown up in the Dynamics community through her parents’ ISV. Hannah approaches marketing as an artful science and applies creativity and KPIs to every campaign to drive results.

NEWS

GOT NEWS?

Share it with us by emailing Bethany.foyt@dynamiccommunities.com, and we’ll print it in the next issue of the magazine. Lease accounting standards are changing; are you prepared? See

customers for more than 20 years, Integrity Data looks forward to

how Lease Accounting Optimizer from Crowe

LLP is helping

serving customers for many more with technologies aligned with

hundreds of Microsoft Dynamics 365 and Microsoft Dynamics AX

customers’ long-term strategies. Survey participants will receive a

users deal with IFRS 16 and FASB ASC 842 accounting regulations.

Payroll Survival Kit from Integrity Data. Take the survey here: www.

Learn more at crowe.com/leasingapp.

integrity-data.com/payroll-afraid.

ICAN Software Solutions has released a new product

As of July 2018, SAGlobal and

for Microsoft Dynamics GP that helps prevent salespeople selling

completed their merger announced earlier this year. The merger creates

product at a loss. Min Max Pricing is now available to restrict sales

an unquestioned leader in Microsoft Dynamics 365 solutions and services

entry pricing within a range defined either at the item level or at the

for professional services firms and other project-based organizations.

customer item level. Users can import these allowed price ranges, and

The combined company will do business as SAGlobal but will retain

an override password can be defined and used when necessary. For

and expand key 360 Vertical Solutions products including AEC360,

more information, visit http://icancloudapps.com/min-max-pricing-

Legal360, and Sync360.

360 Vertical Solutions

dynamics-gp/.

Tangicloud Technologies, Inc., a Colorado-based Integrity Data, in support of its ongoing goal to ensure Partners

software publisher focused on nonprofits and governments, recently

are on a successful path with Microsoft Dynamics GP Payroll, wants

announced that 100 percent of its SaaS customers have renewed their

Partners to be “Payroll and (Not) Afraid”. As such, Integrity Data

contracts for FY 2019. The company has begun a focused recruiting

invites Partners to complete a short survey to better understand

program in search of high-quality Microsoft Partners. Learn more

the challenges they face in the world of payroll. Having served its

at http://tangicloud.com/.

DYNAMICCOMMUNITIES.COM | FALL 2018

EVENTS

UPCOMING EVENTS

Going somewhere, but it’s not on the list? Let us know, and we’ll include it in the next issue! Submit the details to Bethany.foyt@dynamiccommunities.com

October

November

December

Power BI World Tour

eXtreme365

October 29-30 | Seattle, WA www.pugworldtour.com

November 14-15 | Montreal, QC November 28-29 | Dallas, TX www.pugworldtour.com

December 3-7 | Austin, TX www.extreme365.com/events-austin

Collaborate Canada

December 6-7 | Melbourne, AUS www.focusemea.com

Focus EMEA

DYNAMICCOMMUNITIES.COM | FALL 2018

MARKETING

Consumer THE B2B

Evolution

story by AMANDA WELLS illustration by SHAWN OLSON

Four Ways to Meet the Changing Demands of Todayâ&#x20AC;&#x2122;s Buyer

FALL 2018 | DYNAMICCOMMUNITIES.COM

ike just about everything else in business, the digital revolution is changing how your consumers are buying. Since 2015, the number of B2B buyers who prefer to research online, on their own, has increased from 53 percent to 68 percent.1 While companies might be used to owning the sale of their products, consumers are now the ones who dictate their buyer journey. Because of this, B2B buyers are looking for companies to help them through their buying process by providing them the right content during the crucial research stage. How can you meet the demands of the modern buyerâ&#x20AC;&#x2122;s journey? Here are four ways to transform your strategy.

DYNAMICCOMMUNITIES.COM | FALL 2018

STOP SELLING, START SERVING

Imagine you’re in the market for a new car. Typically, you do not just walk into the nearest dealership and wait for the salesperson to see you, educate you about every type of car they offer, and then make your decision, right? You will probably have already done some research online about various makes/models/features and possibly even specific dealerships you would like to do business with—before ever leaving your house (if you’re like the average car buyer). B2B buyers are becoming much more like the average consumer in the way they make decisions. They do not want to be sold to, because they see right through the “sales pitch” of the salesperson, and it distracts from the actual content of their search. Instead of selling to your buyer, serve them the information they need to choose your product. 2

DIGITAL VERSUS EVERYTHING ELSE

Digital marketing has changed buyer behavior for the foreseeable future. The digital buyer transformation has modified: »» The way we consume content »» The amount of content we consume »» The content experience consumers expect »» The B2B buyer as a whole »» Company image (online reviews from the public versus company-provided referrals) As marketers, we take advantage of every marketing channel available—digital, email, web, print, social media platforms, etc.—until the wall goes up in the buyer’s mind. And by that time, 62 percent of B2B buyers confirm they can develop their selection criteria, or even finalize a vendor list, based solely on digital content alone.2 Since digital marketing has become the overwhelming popular choice for research, your company’s marketing strategy and efforts should reflect the same. 3

BECOME CUSTOMER-CENTRIC

Once the wall goes up and the consumer actively states they no longer want communication from you—via privacy settings, unsubscribes, spam filters, etc.—that marks the end of the consumer/company relationship. Since there is nothing that can be done after this, you must take precautions before the spam filter to ensure you are meeting consumers’ expectations and fitting into their desired research content. So how can you do that? To accomplish great consumer retention, marketers need to put their customers first and develop a true understanding of them. Ask these questions of your consumers: »» What are your customers looking for? »» What questions are they asking their potential vendors? »» Where are they looking for their products? If your B2B consumer base is mostly comprised of millennials who statistically do not read the printed newspaper, it probably doesn’t make sense to place newspaper ads. The same goes for digital marketing—if your audience isn’t on Facebook or Twitter, but you’re investing a large portion of your budget in Facebook ads, you’re making it more difficult for your consumer to find the information you want them to see. Make it easy for them. In addition to putting the customer first, you also need to put their experience first. A customer’s feeling about a company starts with the research and content they find online. When you walk into a car dealership to make a purchase, you hope the salesperson who greets you is knowledgeable, friendly, and honest about the cars you’re interested in. If you have a bad experience, you’re probably less likely to buy a car from them. B2B buyers want the same for their purchases. Are you providing an enjoyable and memorable experience for the customer? If you are writing content that doesn’t answer their questions or is hard to find, the answer is probably “no.” Here are a few ways to focus on the customer content experience: »» Be honest »» Be ethical »» Be entertaining »» Be easy to find With these first impressions, a customer immediately judges whether or not they trust the company. In a digital age with so much content and competitors out there, trust is what can make or break your customer relationship. Trust builds loyalty; loyalty builds the buyer’s lifetime value. If a buyer does not trust a company, they will remain anonymous and look for a company they do trust with their information, and more importantly—their business. 4

BE ETHICAL, ENTERTAINING, AND EDUCATIONAL

Be Ethical The biggest way to gain a B2B buyer’s trust is by remaining ethical throughout the sales process. Ethicality comes in many forms: honest content, genuine advice, and true customer reviews. Going back to the car buying metaphor:

FALL 2018 | DYNAMICCOMMUNITIES.COM

If you see online that a dealership is advertising they are offering $500 off every car on the lot, but you arrive and learn that is not the case—or it comes with a catch not listed on the site—you will probably be less likely to trust that dealership moving forward, right? If a buyer is reading an article and comes across incorrect information on your site, they will assume your company is being unethical. Once trust is gone, it could be impossible to get that back and can absolutely diminish your company’s reputation.

founded by Dynamic Communities for channel marketers and channel Partners. Amanda can be reached at Amanda.wells@westerncomputer.com or 805-330-6927. For more information and resources on improving your marketing, or to join Channel Marketing Alliance, visit www.channelmarketingalliance.com. To learn more about applying Heath’s storytelling tactic in detail, register for Channel Marketing Alliance’s December webinar (How to Create Great Content that Breaks Through the Webiverse Clutter) http://bit.ly/creategreatcontent. Forrester Research/Internet Retailer Q1 2017 Global B2B Buy-Side Online Survey Forrester, The Ways And Means Of B2B Buyer Journey Maps: We’re Going Deep at Forrester’s B2B Forum 3 Chip Heath: Making it Stick: Tell stories 1 2

Be Entertaining Another change with the digital transformation is the customer’s expectation to be entertained, while also being educated. With so much content on the web, how can you create something that stands out? B2B buyers are researching questions to their answers, but they are more likely to engage with the content that is entertaining them. Who doesn’t love a good story? Marketers should double as storytellers— this will help your content stand out versus typical facts and statistics. Stanford professor Chip Heath found in a study that after listening to speeches, only five percent of students could remember a single statistic, but 63 percent could remember stories.3 Be Educational More content isn’t always the answer. Marketers shouldn’t publish for the sole purpose of sticking to a schedule or just to create content. Look at metrics to ensure the content being produced is engaging but, ultimately, able to convert. Focus on your customers, provide them with what they want and what they need to know about your company. Serve them in a way that benefits you both and retains their loyalty to you and your products. B2B buyers are crucial for your success—so treat them as such! As the director of marketing for Western Computer, Amanda Wells brings a decade of experience in marketing, public relations, and advertising. She enjoys sharing her expertise and helping other marketers grow as a member of the board of directors for the Channel Marketing Alliance, a group DYNAMICCOMMUNITIES.COM | FALL 2018

FEATURE

P U T T I N G PA R T N E R S F I R S T

Just in case you missed it: Dynamic Communities and eXtreme, LLC joined forces this past Summer to amplify the learning and networking opportunities available to Microsoft Business Applications users and partners. 16

t was a love of product and recognizing a need for Partner understanding of business tools that led to the formation of what’s now eXtreme365, premier Partner events for business applications Partner insight and readiness. “We’ve always seen great opportunity for Partners. Since day one, the goal of eXtreme events has been to help Partners grow their practice and embrace the newest technologies,” says Christy Spokely, founder and most recently CEO of eXtreme365, now vice president of Partner strategy at Dynamic Communities. eXtreme365 merged earlier this year with Dynamic Communities to create a more focussed approach for both customers and Partners in the business applications channel. eXtreme365 Austin is the next event. The deep-dive Partner-premium event, The Executive Exchange, is December 2 and 3. The main conference, with more than 100 sessions designed for Partner executive insight and technical and sales readiness, is December 3 through 7. You can find more information and register at http:// extreme365.com/events-austin. eXtreme, LLC began in 2009 by former Microsoft leaders Christy Spokely and John Verdon; both had many years of experience with Microsoft Dynamics and the channel. Upon leaving Microsoft, they immediately saw the need for a community event that was entrepreneurial and recognized that the product was young and immature. The goal was simple: to host an event to provide education and networking opportunities for the Microsoft Dynamics community. The mission of the organization was to deliver an impactful conference for Partners that was designed by Partners to ultimately help Partners grow their practices. And that mission, through all the growth and product evolution, remains the same today. With the goals set, they quickly formed an advisory board from within the Partner community. This group of community leaders provided and continues to provide valuable strategic direction regarding every aspect of the event as well as providing critical community reach. The first event drew more than 300 attendees to Las Vegas in October 2010 for three days. It was an exciting venture, with positive participant feedback and oodles of ideas to consider for future events. The success quickly piqued the interest of the Microsoft EMEA team, and within four months, the first eXtremeCRM EMEA (Europe, Middle East, and Africa) event was held in Prague in 2011 with even greater numbers. Now 16 events later, eXtreme365 is poised for unprecedented growth and an increased capability to provide both education and opportunity for Microsoft business applications Partners.

FALL 2018 | DYNAMICCOMMUNITIES.COM

From the start, it became clear the value of the eXtreme conference was different than any other conference available. With tremendous support from Microsoft, the depth of learning was intense and always forward-thinking. The expertise of speakers and session leaders made it an essential stop for Microsoft Partners. The added value of in-conference events like the Executive Exchange and the App Innovation Challenge extended the depth of knowledge and the capability to provide information participants could take home and implement immediately in their practice. Significant keynotes always drove community understanding of the Microsoft vision and roadmap going forward. In 2016, extremeCRM became eXtreme365 to align with Microsoft’s strategy and began to address the Microsoft Dynamics 365 workstreams and the business cloud platform. In 2017, eXtreme365 Lisbon became the first event with a separate customer component. That drove event attendance to new heights as well. “For Partners to be successful and maximize the huge opportunity in front of them, they must stay ahead of all the changes,” says Christy. But the joy of planning eXtreme events is also the challenge. “We work increasingly close with both Partners and Microsoft to ensure our agenda reflects the growth of the business applications platform and products as well as meeting the expressed challenges of those Partners,” says Christy. “It’s complicated, but it’s essential, and we strongly believe eXtreme continues to bring great value to Partners bridging that Partner-Microsoft relationship.” “We believe real-world solutions with real-time application update information are essential to any Partner optimizing their business practice,” she continues. So where does eXtreme go next? eXtreme has traditionally had two events each year, one in the U.S. and one in Europe. Going forward, eXtreme plans to extend Partner educational events to more locations across the globe. Now part of the Dynamic Communities family, eXtreme has greater opportunities for a progressively focused approach of deep-dive events for Partners—new channels to serve the Partner community. “I can’t stress this enough: If Partners win, we win. It’s incredibly important to provide Partner-driven conferences with agendas that are innovative, provide real-time tool views, and optimize Partner success,” Christy explains. She concludes, “I can’t wait to see everyone at eXtreme365 Austin!” DYNAMICCOMMUNITIES.COM | FALL 2018

LEADERSHIP

DIGITAL

Transformation story by HANNAH HORNING

illustration by SHAWN OLSON

AND WHY YOU SHOULD CARE

he technology industry loves buzzwords. I’m sure you’ve read countless articles about corporate synergy, big data, internet of things (IOT), and the list goes on. The articles claim that this buzzword is the next revolutionizing business strategy to ensure your success in a competitive world. However, it can be difficult to cut through the fluff and determine if the latest buzzword is worth your investment. Digital transformation may seem like “just another buzzword”; however, it’s so much more. Before we jump in and cover why, let’s settle one thing: What is a buzzword? Google defines a buzzword as “a word or phrase, often an item of jargon, that is fashionable at a particular time or in a particular context”. Though digital transformation may seem like a perfect example, once you dig below the surface and understand the multitude of the term, you’ll see that digital transformation, while fashionable right now, is not limited to a time or context. Digital transformation has the capacity to continuously impact how we work and operate businesses, large and small. In this article, we’ll discuss why digital transformation is here to stay, why you shouldn’t be fearful of getting started, and tips for adopting a strategy.

DIGITAL TRANSFORMATION IS HERE TO STAY It can be difficult to determine if digital transformation is worth investing the time and resources required to create and execute a strategy. The term, digital transformation, seems foreign, but in reality, it has been around for many years. Arguably, the reason there is emphasis on it now is because it’s predicted to have the largest impact in the next few years. Digital transformation means different things to different people; however, according to i-SCOOP, “Digital transformation is the profound transformation of business and organizational activities, processes, competencies, and models to fully leverage the changes and opportunities of a mix of digital technologies and their accelerating impact across society in a strategic and prioritized way, with present and future shifts in mind.” Think back to entering the world of enterprise resource planning (ERP). ERP and accounting systems were only adopted by advanced and innovative companies that realized the benefits of electronic databases. The ERP industry was a pioneer for technological change, and we can’t even imagine running businesses without ERP systems. Digital transformation is exactly that, a way of improving business operations using technology. Companies Investing in Digital Transformation Top companies are investing in digital transformation strategies. Gartner predicts a 6.2 percent increase in global IT spending in 2018 and continued growth in 2019. As you consider your options, we can look to other companies’ successes and failures to make informed decisions for your business. Companies are making huge investments to future-proof their business, and so should you. Music festivals, cruise ships, and amusement parks are using IOT wearable devices like wristbands to track personal information such as emergency contacts or cabin number, payment information for food and beverages, and of course, location. This keeps customers safe while improving the overall experience with convenience. According to TechRepublic, Home Depot initially budgeted $300 million on software that would allow customers to buy online and pick up purchases in-store. After six months of planning, the project was estimated at $1.5 billion—something I’m sure you can relate to when selling ERP systems. Now, more than 40 percent of Home Depot’s online orders are picked up from stores. Additionally, revenue increased by seven percent, attributed to their new integrated customer experience.

FALL 2018 | DYNAMICCOMMUNITIES.COM

DYNAMICCOMMUNITIES.COM | FALL 2018

Companies like Domino’s and Uber Eats have invested in user-centric technology to inform users on the status of their food and delivery. Domino’s uses its Pizza Tracker that allows users to see when the pizza is ordered, being made, and in a vehicle for delivery. Uber Eats uses similar technology that allows users to see when their food is being made, when a driver picks it up, and when it’s at their address. Although you’re probably not deploying wearable devices or a Pizza Tracker in your business anytime soon, you can see that there are many approaches to executing a digital transformation strategy. What is right for some companies may not be right for you, but it is in your best interest to start strategizing and aligning priorities.

THE FEAR OF GETTING STARTED WITH DIGITAL TRANSFORMATION As humans, anytime we experience major change, we have a fear response such as nervousness and apprehension. These responses are to keep us out of danger, but it may have the opposite effect when it comes to digital transformation. I wouldn’t be completely fearless, though, and jump in without careful planning. You want to avoid developing a strategy that will make you fall behind your competitors. As more and more companies are implementing creative strategies to automate and integrate different areas of the business, staying the same will be deadly as those companies gain a competitive advantage. Think about it: As a technology Partner or developer, clients expect you to be the expert on the latest technology. Many digital technologies require an ERP integration to connect machines or devices to the main database. To be an expert, practice is a necessity. It’s easy to put off your own digital transformation because your operations don’t need to be “fixed”. However, your clients will be looking to you for advice on their own transformation. Don’t let your own fear stand in the way of becoming an expert.

TIPS FOR ADOPTING DIGITAL TRANSFORMATION IN YOUR COMPANY How do successful organizations become successful? It’s not one great idea or a stroke of genius like many think; it’s an evolution of innovation and hard work. It’s a person or a group of people working toward a goal, working tirelessly, and never quitting even when dealing with failure. Ask yourself, what do all these organizations have in common? They simply start and keep working. I’ve put together a list of tips to consider when creating and executing a digital transformation strategy. Educate Yourself and Gain Buy-in from Key Stakeholders First and foremost, you must educate yourself on digital transformation. Take time to learn how others are adopting it—including your competitors and learn from other’s failures and successes. It’s never a good idea to do something because others are doing it, so consider your options and don’t rush into anything. Prepare yourself for questions when talking to employees and stakeholders. Before anything can happen, you’ll need to gain buy-in from key stakeholders including your company’s C-suite and board. Using the knowledge you’ve gathered, you can present your plan for adopting a strategy. Create a Formal Plan After you have buy-in, you need to create a formal plan with key stakeholders. The plan should clearly define your goal, department and individual involvement, timeframe, budget, etc. Define and Measure Success One of the major pitfalls during the digital transformation process is not knowing what success looks like. You must have a clear picture of success and have key performance indicators to support that picture. Execute Plan and Fail Fast It seems redundant to say, but you must actually execute on the plan. During this time, fail fast and don’t jump to conclusions about success. Remember, you need to give your plan adequate time, but don’t hesitate to make changes and stay agile. If you don’t see the ROI you are looking for, make sure to extract key learnings and move on. Digital transformation is an ongoing evolution of business processes. It’s not something that will happen overnight, and it will take a tremendous amount of work to succeed. Keep your eye on trends and don’t rush into a strategy without being prepared. Digital transformation isn’t going anywhere and has the potential to increase your revenue year over year. The key is investing in a winning strategy that provides value to your business, but that’s not as easy as it sounds. Whether you’re ready to start implementing or just starting to learn, one thing we can agree on is that digital transformation is our future. Hannah Horning is a freelance marketing consultant specializing in marketing strategy, content creation, and events for Dynamics VARs and ISVs. Visit hannahhorning.com to learn more and start planning your next campaign.

FALL 2018 | DYNAMICCOMMUNITIES.COM

MARKETING

IS YOUR MARKETING AGILE ENOUGH FOR TODAY’S DIGITAL

Transformation

Challenges? story by CHERYL SALAZAR illustration by SHAWN OLSON

igital transformation is a term that has been thrown around for a few years now, and everyone’s understanding probably differs depending on roles within the organization. In its narrowest sense, it may simply mean going paperless, but it extends to automating processes, eliminating manual data entry, and serving up content when the customer demands it. In addition, it embraces the new frontiers of artificial intelligence. It is the transformation of businesses and organizational activities, processes, competencies, and models to take advantage of the benefits that modern digital technologies bring to businesses today. According to McKinsey*, organizations that fully embrace digitization are seeing outsized growth in productivity and profit margins. The leaders are digitizing the way they work with clients and suppliers and giving employees digital tools to use in every aspect of their daily activities. Currently, the technology sector (no surprise) leads in digital adoption, followed by media, finance, and professional services.

WHAT ARE THE IMPLICATIONS OF DIGITAL TRANSFORMATION FOR TECHNOLOGY MARKETING PROFESSIONALS TODAY? While technologies have affected customer behavior and expectations on one hand, and enable transformations on the other, the focus should be on people and processes. One needs to remember that the customer experience doesn’t belong to just one department. To truly enhance the customer experience in an enterprise-wide and holistic way, several elements, divisions, caveats, processes, and technologies need to be considered.

FALL 2018 | DYNAMICCOMMUNITIES.COM

DYNAMICCOMMUNITIES.COM | FALL 2018

FROM WATERFALL TO AGILE For the most part, marketers historically mapped their strategy to the “one-size-fits-all” model which guides prospects through various stages of the buyer’s journey—linearly. Within the context of digital transformation, the approach required needs to be more agile and is dependent on content. Marketing is required to deliver relevant content tailored to the buyer at specific points in time—depending on how they are consuming content, where they are in the buyer’s journey, and which devices they use—served to them in different formats such as an ad, an eBook, a social post, and a webinar invitation.

FOUNDATIONS FOR AGILE MARKETING

»» Start with the data. This one is never easy. It seems data is always in a state of chaos, so start with a small data set that can be tested, where you can understand behavior and where you have the most content already built. You will need visibility into where your prospects are in the buying process before you begin to map your content accordingly and create the content you lack. It is worth understanding HOW your prospects consume content to ensure it is available on all the right platforms. »» Build a comprehensive content library. Deploying agile marketing tactics means you need a comprehensive library of content to support them, including ads, emails, social posts, eBooks, demos, white papers, case studies, and use cases. Depending on who is consuming the content, you may want to consider persona-based content as well. It’s important that you can react in real time to the individual and deliver the ad, email, social media post, etc. to keep your prospect highly engaged. »» Use marketing analytics. Become an analytics expert and build a playbook so you can replicate your best practices across other segments. You need to capture and analyze customer behavior across your channels to understand how they consume your content. Experiment, iterate, and make gradual improvements to evolve your marketing strategy to intercept customers when they’re most ready to engage. Think of marketing being behavior-driven and serve up your content based on the behaviors you can identify, making sure to document and address where you have gaps. »» Implement the right tools for the job. To deliver on the promise of agile marketing, you need a high level of control over your channels. By understanding the buying/interest signals, you can assess, fine-tune, and deliver what prospects are looking for at each stage. Like the prospects who are embarking on their digitization journey, marketers also need to invest in new tools. If you don’t already use some form of automation for marketing, social posts, etc., you probably already feel way behind. If the one you currently have doesn’t react the way you need it to, it’s time to find one that does. Automation of simple marketing tasks is just the starting point. You also want tools that will allow you to reach your prospects on their terms. Examples may be a dynamically generated resource center on your website which you can tailor based on persona, or investing in a predictive analytics campaign which delivers content to buyers in real time. Organizations that have invested in providing their employees with digital tools are leaps and bounds ahead of you. This may be where your journey needs to start BEFORE you can engage in steps one through three.

Marketing has always been a journey. Agile marketing is likely to be a challenge at first, but there is no going back. Like your prospect, digital transformation is about changing your entire marketing approach by starting small, experimenting, iterating, improving, building, and extending. The Partner Marketing Group can help you build an agile marketing foundation with focused content and campaigns that align with your digital transformation strategy. Contact them at Info@thepartnermarketinggroup.com or visit www.thepartnermarketinggroup.com to learn more. *https://www.mckinsey.com/mgi/overview/in-the-news/which-industries-are-the-most-digital

FALL 2018 | DYNAMICCOMMUNITIES.COM

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PROFILE FINDING YOUR NATURAL NEXT STEP

ith over a year under her belt as One Commercial Partner business applications business lead at Microsoft, Cecilia Flombaum shares what trends she’s seeing work for Microsoft Partners, challenges Partners are encountering, and advice to help Partners of every size take advantage of Microsoft’s strategy and the opportunities that lie ahead.

their relationship with their customers, but it also grows their revenue. For example, one of our Partners from Australia is building on the latest version of PowerApps. It took so little time to build a robust and complete solution for enterprise marketing resource management; they’re seeing an immediate ROI because of that shift.

DCI: What sort of challenges are Partners encountering when attempting to adopt different and more workloads? Dynamic Communities, Inc. (DCI): How CF: There are two main challenges we see are you seeing Partners act or react Cecilia Flombaum Partners struggle with: to Microsoft’s Digital Transformation »» Growing Pains—As with any change, being strategy? Are they trending one way or the other? able to fulfill projects successfully and deliver on our Cecilia Flombaum (CF): My favorite thing I notice is the new collective promises continues to be a challenge for Partners. things Partners can do for their customers. When Partners Think about the pressure of keeping up with constant can deliver true business process innovation AND digital innovation and the implications on skills and delivery. It’s transformation for their customers, it’s an exciting thing! not an easy adjustment, but it’s the new normal in the world The Partners we see doing this are those who are expanding of cloud. their offerings across applications within the Microsoft »» Capability—Similar to the prior point, Partners are also Business Applications solutions, including Microsoft finding it difficult to keep a constant focus on staying Dynamics 365 for Sales, Business Central, Field Service, current and up to date with our innovation. We innovate and more. There are Partners coming from the old sales at a faster pace now than ever before, and it’s tough. It force automation world looking to expand into customer involves building the right skills—marketing, sales, service. There are Partners who traditionally sold Microsoft consultants, architects, developers—all of which are Dynamics 365 Customer Engagement applications who are affected by constant evolution of value propositions and now looking at Dynamics 365 for Finance and Operations (F technology innovation that go into our products every and O). There are Partners selling Finance and Operations month. The culture of learning in our Partners is evolving, who are now looking into Dynamics 365 for Talent. There is and it’s no longer about going to a class every six months. a lot of crossover happening, and when Partners can scale They need to stay current every week so that they can to offer more than one application, not only does it solidify deliver to their customers.

FALL 2018 | DYNAMICCOMMUNITIES.COM

DCI: What specific pillars should Partners focus on to keep pace with the transformation that Microsoft is going through and be ahead of the game to take advantage of the huge opportunities ahead? CF: There are three main pillars: »» One: Understanding Microsoft’s value proposition within the business apps industry along with what differentiates a Partner’s business in what they can offer Microsoft. When Partners can see how their unique offering aligns with Microsoft’s vision, true customer value is a result. Sometimes a Partner brings an industry-specific offering, or application, or domain expertise. All of which adds to the collective strengths of what Microsoft and the Partners bring to the table. »» Two: Building the right skills inside a company is critical, and that’s across the board: sales, marketing, and delivery. Partners with a high level of discipline in these three areas are keeping pace with innovation and translate that into customer success. They need to know and plan how to market their solutions and differentiate their solutions in the market as well as keep current in their implementation-related skills. »» Three: That brings me to the third pillar, and that’s delivery of customer success. What matters in the end are customer outcomes, outcomes that are long-lasting. Partners can align with Microsoft’s value proposition and market/sell their solution, but ultimately, they still have to deliver on that

promised value. This is the end goal: the ability to deliver customer success. DCI: What are some ways Partners can meet these pillars? CF: My best advice for Partners going through this transition is a continuous focus on bringing junior resources into a company. You drive growth through a constant pipeline of talent and constant hiring so that through constant selling the company grows sustainably. It’s critical to take a proactive and mindful approach to growth. Partners are MOST successful when they encompass it all: keeping pace with Microsoft’s product evolution while adding capacity to delivery teams. Partners should utilize what we have to offer at Microsoft: our online training delivery platform. But it’s also a crucial time for Partners to invest in workshops and virtual training, plus conferences like eXtreme365 and User Group Summit. DCI: Any final thoughts to share with Partners who are struggling to find their next step? CF: There is no ONE recipe for successful growth. You don’t have to become proficient at every single product in the portfolio. Every Partner has an expertise and differentiation. That expertise gives you the clues to what is your natural next step. When you focus on how to enable and realize your customers’ ambitions with your unique expertise, you’re on the right path.

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SALES

First Step FOCUS ON THE

story by ADRIANNE MACHINA

illustration by SHAWN OLSON

DIGITAL DREAMS, GOALS, AND REALITY

he nightmare scenario for software consultants is: MARKETING: “It’s the simple software program that solves all your business problems— and it comes with a free toaster!” SALES: “Well, there’s no toaster, but the software is SUPER simple.” CONSULTING: “They promised WHAT?! OMG!” <runs out of the room crying> As a software consulting organization that must deliver on what you market and sell, how do you sell Microsoft’s digital transformation message, when many of the enabling technologies like blockchain feel like light years away from a solution you can deliver?

BRIDGE THE GAP Recognize that marketing must capture attention, pique interest, and create desire before you can get someone to take action. You want to inspire company executives to think about what’s possible. Only then can they take the first steps toward a more efficient, profitable future. Think about any fitness ad you’ve ever seen. Fitness ads don’t show the thousands of people who are now average weight, thanks to their program. They show six-pack abs! Like a gym, your job is not to help every client get six-pack abs, but rather to get into functional shape to live a happy, healthy life.

USE MICROSOFT TO INSPIRE THE DIGITAL DREAM As Microsoft Partners, we are incredibly fortunate to be able to use the software, tools, and materials developed by Microsoft. They’ve spent millions of dollars developing flashy brochures, website content, and other marketing materials. They also have an enormous software development engine. Think how many new business applications have become mainstream offerings in the last few years. Azure. Office 365. Dynamics 365. There’s no doubt that Microsoft is a credible player in the cloud space. Microsoft has software and tools for every size business—at every stage of the digital transformation journey.

MASTER THE DIGITAL TRANSFORMATION MINDSET Digital transformation is a business approach that’s been made possible by technology. It recognizes fundamental shifts in today’s business landscape. You don’t have to have the technology offerings in place to have conversations about digital transformation.

FALL 2018 | DYNAMICCOMMUNITIES.COM

DYNAMICCOMMUNITIES.COM | FALL 2018

Domain

Analog

Digital

Customers

Mass market broadcasting of information

Two-way dialogue appealing to key influencers

Competition

Clear rivalry playing a zero-sum game; assets fiercely guarded

Fluidity between Partners and rivals; cooperation; sharing of assets and resources

Data

Challenged to store, structure, and manage operational data in distinct silos

Data is continuously generated everywhere and turned into useful, valuable information

Innovation

Decisions flow down from executives; failure is avoided at all costs

Ideas are continually validated and tested, making failures smaller and seen as a learning experience

Value

Become the best; optimize that model as long as possible

Value is defined by the customer, and evolution gets you ahead of the curve

RECOGNIZE THE REALITY OF DIGITAL GAP Itâ&#x20AC;&#x2122;s not just you. Many organizations donâ&#x20AC;&#x2122;t feel ready to jump into cloud business apps and digital transformation. Their conservative executives are more comfortable sitting back to see what pans out and what falls out. Meet these clients exactly where they are, presenting yourself as the down-to-earth consulting firm, brimming with pragmatic advice. Clients appreciate honesty and transparency.

FOCUS ON THE FIRST STEPS Companies who want to move toward digital transformation need to start with a firm foundation that includes solid business systems and reliable, secure, cloud-based data. No matter what mix of Microsoft solutions you offer, you have an audience who needs your services. Commit to continually learning about digital transformation. Focus on the first steps, and the rest of the path will appear.

FALL 2018 | DYNAMICCOMMUNITIES.COM

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INTERVIEWEE Kevin Spaulding, Engagement Manager

EMAIL Info@trueit.com

PHONE 888-243-1016

True IT MSP ERP CRM DEV

PARTNER PROFILE WARM FUZZIES, KAIZEN, AND LOYALTY

ummit Group Software, now True|IT, started as a Microsoft Dynamics VAR in 2005 with offices in North Dakota and Nebraska. In 2017, Summit Group partnered with True|IT, with whom they outsourced their IT needs to for many years. “Merging with True|IT is a natural fit. They came to us about expanding their offerings to become a one-stop shop for customers and all their IT needs,” Kevin Spaulding, engagement manager at True|IT, shares.

things we had to deal with before. For example, I can submit a ticket to the IT team and have someone at my desk right away to help. Having IT right next to me is a game changer.

Kevin Spaulding

Dynamic Communities, Inc. (DCI): Many people in the channel know about Summit Group Software and its history of supporting Microsoft Dynamics GP and Microsoft Dynamics CRM, now Dynamics 365. Tell us more about True|IT. Kevin Spaulding (KS): They specialize in providing IT needs for customers such as servers, backups, phone systems, you name it. Now that we’ve merged under one roof, we offer all that as well as Microsoft Dynamics installation, development, and support for Dynamics GP, Dynamics CRM, Dynamics 365, and Business Central. I see a lot of Partners going this direction to become that one-stop shop for customers. Merging together ultimately makes it easier for our customers to use their software, speeds up how fast we can respond to their issues, and streamlines so many other operational

FALL 2018 | DYNAMICCOMMUNITIES.COM

DCI: Speaking of changing, what has changed for you in your role at True|IT? KS: Not much at all, to be honest. I’m in a similar role, helping our customers get the most out of their solutions. When I walked into the office my first day at True|IT and saw the core values on the wall—Warm Fuzzies, Kaizen (which means constant improvement), and Loyalty—I knew I was in the right place. Those values fit my personality well and the whole team at Summit Group Software epitomizes those sentiments.

DCI: I have to ask…warm fuzzies? KS: Haha! Yes, not many people in technology lean on warm fuzzies. We actually have a teddy bear as our mascot because we don’t think technology should scare you, it should comfort you. Ultimately, the world needs more warm fuzzies. DCI: Indeed! Love that sentiment. And how about kaizen? Do you have some examples of constant improvement at True|IT? KS: There is definitely no resting on your laurels here. No matter how well something goes, we ask ourselves, “How could we have done that better?”.

WEBSITE www.trueit.com

LOCATIONS West Fargo, North Dakota and Lincoln, Nebraska

HEADQUARTERS West Fargo, North Dakota

DCI: What do you love most about the Dynamic Communities community? KS: Definitely the comradery of it. It’s such a close-knit group. I grew up in a small-town community and have thought so many times how this feels like that to me. There’s a sense that everyone knows your name, and everyone helps each other out for the greater good. Partners even play extremely well together. We’re all on the same team at the end of the day, and Dynamics Partners work together to solve problems. We play nice in the sandbox!

Truett is True|IT’s mascot, helping bring more comfort to the world of technology. No scare tactics for this adorable teddy bear!

A slight tweak we’ve made because of this is changing the process for customers to more easily submit a support case ticket with us through email. This way, they don’t have to log in to our portal. They just email a fixit ticket, and that feeds directly into our system. DCI: How do your ISV solutions fit into this merger? KS: Our two ISV solutions are now rolled under True|IT as well. We still offer PeakNFP for nonprofits, which streamlines time and material-based processes, and Peak Portals, which is a lightweight, easy-to-use portal solution in Dynamics 365 and can be leveraged in Dynamics GP as well. DCI: So now that the merger is said and done, what’s next on the horizon for True|IT? KS: We want to grow but not just for the sake of growth. We’re carefully evaluating growth plans that help us expand into new markets while keeping and maintaining existing customer relationships top of mind. Our team has now doubled in size here in Fargo, so we are opening a new office to account for the increased headcount.

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MARKETING

Q&A MARKETING

story by AMANDA WELLS illustration by SHAWN OLSON

HOW MICROSOFT PARTNERS CAN USE ANALYTICS TO DRIVE REVENUE

ant to boost marketing performance? Secure buy-in for more budget? Convert more leads? Help the company drive revenue? Just in time to prepare your 2019 marketing strategy, Amanda Wells, director of marketing for Western Computer, recently participated in a Q&A session where she shared her own experiences and advice on how Microsoft Partners can use marketing analytics to get results.

WHY IS IT IMPORTANT TO INVEST IN MARKETING METRICS, BENCHMARKS, AND ANALYTICS?

With so many marketing tactics and channels out there to manage, especially today, it’s important that a business understands what is working, what needs improvement, and what you can eliminate to help prioritize your marketing objectives and budget. Being able to track and measure analytics is critical for every marketing team because it gives you insight into the effectiveness of your marketing efforts with your audience and the effects marketing has on the business. Like many Microsoft Partners, I work on a small marketing team, and my time is valuable. Without tracking and analytics, I could potentially waste a lot of time on tactics that would hinder growth and performance. A few metrics you should be analyzing are: »» Unique visitors, views, and page views help you understand traffic volume and patterns. »» Average session durations and pages per visit help you understand consumption behavior and engagement. »» Goals/events/conversions help you understand what content is converting or on the path to converting.

FALL 2018 | DYNAMICCOMMUNITIES.COM

DYNAMICCOMMUNITIES.COM | FALL 2018

WHY ARE MARKETING ANALYTICS PARTICULARLY IMPORTANT RIGHT NOW VERSUS A FEW YEARS AGO? Elaborating on the above question, I think metrics are more important today than a few years ago because:

»» The data is there. We have access to a wealth of marketing data that wasn’t looked at years ago. »» The market is saturated. We need to see where/how we are standing out and how we can capitalize on that. »» Marketing tactics continue to grow and evolve. We need to keep up with the trends of user behavior and

consumption. If I didn’t track and measure, I would still be focusing on cold email marketing (I’m not implying that email marketing is dead, just that it has changed dramatically) and not incorporating video marketing, which has been the clear winning marketing channel for us over the last two years.

WHEN IS THE BEST TIME TO MEASURE OR ANALYZE MARKETING PERFORMANCE? I recommend tracking the analytics of each campaign, which allows you to make modifications as needed. As far as your overall website or marketing strategies, I like to track metrics on a monthly basis so I can clearly spot spikes or dips in traffic and begin to investigate the cause. This allows me to stay ahead of potential issues. Tracking your marketing efforts for the full year and allowing for a more robust deep dive are extremely important to effectively and efficiently plan your marketing initiatives and budget for the next year. It’s also good to look at fullyear metrics to make strategic decisions and to account for potential downtime (i.e. summer vacations, holidays, etc.) which isn’t as obvious in this channel as others, but comparing full-year metrics gives you a bigger picture. At this time, you should be comparing same time last year (STLY) metrics as well as the ROI of your marketing tech stack. As marketing programs evolve, you may find that functionality that was previously available in multiple programs can be condensed into one. If you’re like me, your tech stack has a huge effect on your budget, and looking at ways to optimize these can help open the door to additional initiatives.

HOW CAN MICROSOFT PARTNERS USE METRICS/ANALYTICS TO DIFFERENTIATE IN A CHANGING AND COMPETITIVE MARKET? Looking at the prospect’s journey is extremely important. With thousands of pieces of content published every day, it’s important to know exactly what is engaging your audience as well as when and where they are engaging. This is the key to remaining competitive.

WHAT ABOUT SMALLER PARTNERS WHO HAVE VERY LIMITED MARKETING RESOURCES AND BUDGETS? WHAT CAN THEY DO? Ensure you are utilizing all free resources. Google Analytics is a fantastic free reporting tool that is a must in my book. It lets you automate reports and delivers them to your inbox so you can focus on the metrics that matter to you.

HOW DO PARTNERS KNOW WHICH METRICS THEY SHOULD TRACK? This will vary based on the company’s marketing goals. At the end of the day, everyone wants marketing to increase revenue, but the marketing goals to get you to revenue can vary by campaign or channel. Different marketing goals may include: »» Brand Awareness »» Demand Generation »» MQLs (marketing qualified leads) »» Content Engagement »» New Product Launch »» Nurture Marketing »» Customer Satisfaction Each of these goals has different metrics associated with them. My advice is to define the marketing goal when setting up the campaign. This will help you establish CTAs at different stages of the funnel.

ARE THERE COMMON METRICS EVERY PARTNER SHOULD TRACK AS A BASELINE? If starting from scratch, here are some metrics you should start tracking:

FALL 2018 | DYNAMICCOMMUNITIES.COM

Website »» Unique Visitors »» Page Views »» Sessions »» Pages per Session »» Session Duration »» New Versus Returning User »» Bounce Rate »» Source/Medium »» Conversions Email »» Open Rate »» Click-through Rate (CTR) »» Unsubscribe Video Marketing »» Views »» Average View Length »» Subscribers As you become more advanced in Google Analytics, you should start to implement and track goals/ events, user flow, industry benchmarks, referrals (and all of the above metrics for each referral source), exit pages, and landing pages. For marketing in general, you should be tracking your MQLs and leads that are being passed to sales. Do you know how many of these are disqualified or how many schedule a demo and potentially turn into revenue?

HOW CAN PARTNERS CAPTURE THE DATA THEY NEED? Overall, I think Google Analytics is key and a great starting point. In addition to Google Analytics, it depends on what marketing programs you are using. Each program offers its own analytics and reporting tools that will help you determine the ROI of the marketing channel and the ROI of the program. Ensuring you have the correct metrics and tracking set up is the first step. Without these parameters in place, you will have no data to analyze.

HOW DO PARTNERS WORK THIS INFORMATION INTO THEIR MARKETING PLAN OR USE THE DATA TO BUILD/ADJUST THEIR PLAN? By evaluating where you currently stand, you can make obtainable goals for the future. If there are marketing channels that are more effective for you, you can increase your efforts there while reducing them in areas you see little to no interaction. Partners can focus on the metrics they’d like to improve and work backward from there. For example, if you want to increase conversions on your website, take a look at the pages with the highest bounce and exit rates. What is different about this page than the pages that are converting? Do you need to hire a content writer? Graphic designer? Developer? These are factors that should be considered when planning your overall marketing budget. If you have a strict budget, understanding what absolutely needs to be improved is a great place to prioritize your dollars. Marketing tactics that are performing well can be optimized to further increase your metrics and conversions.

WHAT IS THE BEST WAY TO MEASURE THE ROI OF MARKETING CAMPAIGNS AND PROGRAMS? This again is based on the objectives of the campaign and the marketing channel. For email campaigns, this will be the CTR. For inbound marketing, this will be session duration, pages per session, bounce rate, etc. For video marketing, you should look at the number of views and percentage of video viewed.

DYNAMICCOMMUNITIES.COM | FALL 2018

HOW CAN PARTNERS USE THIS DATA TO HELP GET EXECUTIVE BUY-IN? Make sure your marketing goals are tied to the overall business goals. Clearly state what is needed to improve marketing goals and, therefore, company goals. You can build presentations in Microsoft Power BI, Cyfe, or Google Data Studio to create visuals highlighting your successful channels, as well as highlight those that need more attention. If you want to compare how your organization performs compared to others in your industry, you can use the Industry Comparison portion of Google Analytics. If you are trying to get an increase in your Google AdWords budget and you can show that you are spending 70 percent less than others in your industry, this may be the extra push needed to receive approval to increase your budget.

WHAT ARE THE BENEFITS OF INVESTING IN MARKETING ANALYTICS? Marketing metrics allow you to create for a purpose rather than create to create. With so much content already out there, marketing analytics will let you clearly see where you fit. You can confidently spend marketing dollars for initiatives that you know are working, and you can prove ROI. Marketing analytics let you tailor your dollars to where they are most effective to ensure you are spending money appropriately and contributing to the business objectives. As the director of marketing for Western Computer, Amanda Wells brings a decade of experience in marketing, public relations, and advertising. She enjoys sharing her expertise and helping other marketers grow as a member of the board of directors for the Channel Marketing Alliance, a group founded by Dynamic Communities for channel marketers and channel Partners. Amanda can be reached at Amanda.wells@westerncomputer.com or 805-330-6927.

PARCEL FOR DYNAMICS AX/D365 The BluJay Parcel solution is an enterprise class multi-carrier shipping management system that supports complex, high-volume, multiple locations, and international and domestic shipping. Designed from the ground-up to support black box or attended ship stations in complex distribution environments, the BluJay’s Parcel solution is used by thousands

• Accelerates fulfillment by producing packing slips and carrier labels in one seamless workflow • Captures and validates serial numbers, saving labor costs and improving customer service • Provides full carrier compliance, ensuring flexibility and choice

of companies every day, including Microsoft

• Gives ability to quote an accurate shipping cost at order entry or during the customer’s website experience

Dynamic AX/D365 companies. NMB Solutions is

• Enforces corporate shipping policies and rates

BluJay’s preferred Microsoft Dynamics AX/D365FO

• Minimizes risk of international shipments with global trade compliance features

integration partner.

CALL BLUJAY AT 866.584.7280 OR VISIT US AT WWW.BLUJAYSOLUTIONS.COM | CALL NMB SOLUTIONS AT 613.315.5780 WITH AX/D365 & INTEGRATION QUESTIONS

FALL 2018 | DYNAMICCOMMUNITIES.COM

BETTER, FASTER BETTER, BETTER, FASTER FASTER DECISIONS DECISIONS DECISIONS

THE CHANNEL MARKETING ALLIANCE POWERED BY DYNAMIC COMMUNITIES

The Channel Marketing Alliance powered by Dynamic Communities is the one source that channel marketers and channel Partners rely on for fresh marketing ideas, tools, training, strategies, templates, discussion forums, and much more. It’s free, and we invite you to join our alliance and start collaborating with your peers today! Visit www. channelmarketingalliance.com to learn more and join.

Why did you choose to join the Channel Marketing Alliance (CMA)? I heard about CMA during Summit Nashville and was very eager to join. Even though there are lots of resources out there, I wanted to be part of a very special group of people in the channel who have their own set of challenges and hear what is working for them and to collaborate on ideas.

KARI FOSTER,

CMA MEMBER, JOURNYX

The Channel Marketing Alliance was formed to help Partners in the industry expand their sales and marketing expertise. Check out all the amazing things they’ve been up to over the past few months...

What benefits have you experienced? I’ve personally benefitted from the discussion forum. Having the ability to ask specific questions and getting feedback from other marketers have been great. For example, I’ve posted and received very useful information on getting more customer referrals, channel conferences, and lead generation—and received great responses! CMA has helped to facilitate that connection with other marketers and build those relationships. What statement best describes CMA? CMA has been incredibly useful to me not only as a B2B marketer, but also as a channel marketer. Access to useful resources and education has been very helpful, including the webinars, library, case studies, discussion forum, and networking. Why should others join CMA? I would encourage others to join CMA for the relationships you will build and the collaboration to generate great ideas!

CONGRATULATIONS GENIUS SERIES GRADUATES: CLASS OF 2017-2018 After nine months of programming and networking, we are excited to announce our 2018 Genius Series graduates! Tara Grant (Jet Reports), Shawna Sharma (Qixas Group), Rod O’Connor (Briware Solutions), David Gersten (Bond Consulting Services), and Dale Haines (ImageTag) all successfully completed the program. In addition to the knowledge shared in this class, this group of marketers has built a camaraderie that will help them continue to share ideas and best practices throughout their marketing careers in the Microsoft Dynamics channel.

FALL 2018 | DYNAMICCOMMUNITIES.COM

PHOTO CAPTION

s contest t l u s re

The Integrity Data team came out to play (and WIN) the Spring 2018 caption contest… Tom Franz, director of client services at Integrity Data: “This is truly the Dynamics GP Dream Team, and Dan, of course, he’s so pretty.” Patrick Doolin, CEO at Integrity Data: See above... 42

FALL 2018 | DYNAMICCOMMUNITIES.COM

PHOTO CAPTION

contest Letâ&#x20AC;&#x2122;s play again!

Email your caption to Bethany.foyt@

These eXtreme365 attendees

dynamiccommunities.com.

soaked up the sun in Long Beach,

Submissions will be judged

CA last year. What was on their minds when this photo was taken?

on creativity, relevance, and sense of humor.

DYNAMICCOMMUNITIES.COM | FALL 2018

INTERVIEWEE Shawn Sauve, Director of Sales and Operations

WEBSITE www.dynamicssmartz.com

PARTNER PROFILE A DIGITAL TRANSFORMATION JOURNEY

hen it comes to IT solutions and services, Netsmartz is one of the best. Their existence started on September 29, 1999 with four creative and dedicated individuals. Today, they number more than 1,000, have eight global locations, and continue to be headquartered in Rochester, New York. Their services and solutions run the entire gamut of what a modern business could possibly need within the IT spectrum.

for working directly with clients to migrate them to Dynamics 365. With both onshore and offshore resources, we can also make the cost of the project significantly less. Why not help the end User get what they need and save on costs while helping a fellow Partner in the channel?

DCI: Where do you think this mantra stems from? SS: Our two founders, Manipal Dhariwal and Manjeet Dhariwal, are the cornerstone of this success. They started the business in 1999 in Shawn Sauve Dynamics Communities, Inc. (DCI): How Rochester, New York where the company is still would you describe your company? headquartered today. The business was focused Shawn Sauve (SS): We are all about around servicing clients’ IT needs with a high community and helping out where we can. level of Customer satisfaction. This delivery model grew the company to where we were able to set up a development center DCI: That’s great! Do you have some examples of how helping in Chandigarh, India to extend the offshore resource model and is a cornerstone at your business? help clients save on costs. SS: Our partnerships are a great example of this. We’ve In 2003, Netsmartz became a Microsoft Gold Certified empowered other Partners and freelance consultants who didn’t Partner so we have been around a while. Recently, Microsoft have the resources available so that they can do what they do identified us as a thought leader to our early commitment to help best, which is design solutions for their clients. Netsmartz end User clients, Partners, and ISVs transition to the Dynamics will do all the development work for new extensions, transition 365 platform. It has been a challenging and exciting journey; ISV products to Microsoft AppSource, and help build industry however, our team’s commitment has proven that it is possible vertical solutions. We are also getting to be a popular resource for the Dynamics community to make the shift.

FALL 2018 | DYNAMICCOMMUNITIES.COM

HEADQUARTERS Rochester, New York

LOCATIONS Rochester, New York, Boston, Massachusetts, Ontario, Norway, India, and Singapore

“” You must be agile and almost be looking for change so you can adapt to a

bigger and better way of being successful in this fast-paced global market.

This commitment for servicing our clients has helped Netsmartz evolve over the past 19 years from four people to now 1,000 employees. We focus on being fluid in the industry and strive to become the best service provider for our clients. My own personal quote I use often is, “You can run away from change, but it will eventually find you.” You must be agile and almost be looking for change so you can adapt to a bigger and better way of being successful in this fast-paced global market. DCI: That is some tremendous growth. What do your services and offerings entail today? SS: Out of our group of companies, we have a Dynamics Division where we are obviously known for our development services (fixed bid, dedicated full-time, and on-demand resources) to help with implementations, migrations, integrations, and custom development projects. Netsmartz supports and services Microsoft Dynamics 365 (Dynamics CRM) and Microsoft Dynamics NAV (including Microsoft Dynamics 365 Business Central). We also provide Microsoft Dynamics AX contractors and have started to get clients migrating from Microsoft Dynamics GP and Microsoft Dynamics SL to the Business Central platform. Netsmartz has resources onshore, nearshore, and offshore to help Partners, ISVs, and end User clients develop solutions or transition to the D365 platform while keeping the budget in mind. Budget is important to note, but I think a bigger advantage is our level of service commitment. We are a Microsoft Direct CSP (Cloud Solutions Provider Tier 1), in the United States as well as in Canada. We have a few extensions published on Microsoft AppSource and have been recognized twice in the past couple months from Microsoft for our verticalized solutions on the Azure platform. We are now “Co-Sell Ready”, and Microsoft OCP field sales are helping to sell our products. That to me is a great accomplishment by our team that Microsoft recognizes the value of the product Netsmartz produces. DCI: Can you tell us more about those vertical solutions and how they help Users?

SS: CareSmartz helps the healthcare industry. It’s a complete end-toend solution that streamlines the operational management, billing, etc. of home-care businesses. FiberSmartz helps the fiber industry. We rebuilt it on the Dynamics 365 platform. Microsoft has approved this solution for Microsoft salespeople to sell in the Azure market place. Telecom companies combine their pricing portals, sales orders, and commission applications. This folds into a larger solution we have for the telecom industry. We have been ramping up so we can help other ISVs bring their solutions to the market this fall. DCI: You have a lot of irons in the fire! Where is your primary focus now within the Dynamics Division? SS: We spend a lot of time and resources to ensure our clients are current and aware of their options. Yes, there is change on the horizon for most everyone, and there is always some hesitation. Our job is to help organizations through that change by educating and evaluating their needs, keeping in mind the long-term vision of digital transformation. There are so many cool things happening with Dynamics 365 to help Users reduce costs, benefit from enhanced features, built-in integrations, datamining processes within CRM connectors, you name it! All these cool tools can be distracting. Businesses need to understand where they are in that process and get the full picture before making a step. DCI: Is there anything else you want the community to know about DynamicsSmartz? SS: The brothers have built a great organization. The sincerity and dedication they have with their client base are the best I’ve ever seen. It’s not just about driving growth; it’s about making sure clients are happy. Sanjay Agarwal, our COO, empowers our team internally to provide this level of service since Customer satisfaction is Netsmartz’s number one priority. We look forward to bringing other Dynamics community Members along this digital transformation journey with DynamicsSmartz and the Netsmartz team.

DYNAMICCOMMUNITIES.COM | FALL 2018

CHANNEL MARKETING ALLIANCE • EXTREME365 AUSTIN • AGILE • MARKETING • SALES • LEADERSHIP • DIGITAL TRANSFORMATION

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

L H M H E O T L I W D U Q T N I E T S K O I H H U

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

U P Y E T T R X P E Y H G L L C I C E I J N D R O

D A Z M A R K E T I N G S I T M E K T X N Y T A N

B R J P S V Q J B M V S U P A K A A Y E D D J U S

U T G M P A N K V N S B T N F P L W L B V K H I U

S N M U G Y B W O E L B Y F Y T G M K O I N J F M

I E S O R X K O N M T D L S R Y A P Q l O O R C E

N R R R X I I I X F T K U A J R I C O P D I I T R

E M S N H M D H U F Q T N T K J T R U E I T O D E

S A O Y B A C S O K I S E E J K G H V J K A W K V

S R W K E T O S E S F A T S L G A N R L Y V Z R O

A K A R E P O U X O Z I G S R L H B E Z D O C K L

P E N F Q R A E R I N U K R F T E A W C U N Y D U

P T J K C X F M Z G Y Q O E L I G A Q J H N D K T

L I R I E L A T A B O S C P O T U R Z G L I Y A I

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

C G V I I W L A Y O L T G E T L I M D T O R Q I N

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

T R N T A L N I T S U A 5 6 3 E M E R T X E X O N

I O I N S H Q F Q Z H P M Y F A L O R S E L A S W

O U C E C I L I A F L O M B A U M O N A L J P T Y

N P J G W L N P T L N F H J O K E D N O P L L E U

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

word aganza Along the perimeter are 20 words and phrases that relate to the topics and theme in this issue of The Partner Channel Magazine. These words can be found in the grid horizontally, vertically, diagonally, backward, and forward. Submit your completed Word Find for a chance to win a gift certificate; simply scan and email your entry to Bethany.foyt@dynamiccommunities.com. PA RTNER NE WS • RE A DINES S • MICROSOF T DY N A MIC S • INNOVATION

DYNAMIC COMMUNITIES • THE PARTNER MARKETING GROUP • CLOUD BUSINESS APPLICATIONS • K ARI FOSTER • GENIUS GRADUATES

CONSUMER E VOLUTION • TRUE IT • CECILI A FLOMBAUM • ONE COMMERCI A L PA RTNER

MEMBERS ONLY CORNER

Member Profile

What do you enjoy most about the fall season?

The change of color in the trees is always beautiful, especially here in Michigan. There is something about the fall colors, cooler air, and going to cider mills and apple orchards that becomes a tradition to look forward to every year.

What is your favorite thing about working in your role?

The opportunity to help our clients be successful, and watching our team be an instrumental part of that journey. We are always learning about new technologies, industries, and organizations. Clients depend on us for our marketing and channel know-how to help them enter new markets, elevate their results, or onboard and integrate new technologies into their portfolio. When you see all these elements come together, it is so exciting and a great recipe for success.

What advice did you learn early in your career that holds true now?

Michelle Glennie

Co-Founder, Partner & COO

Great question! There are a few that come to mind. 1. Never burn a bridge. While you should not let yourself be walked over, you never know when you could work with a person or company again. 2. There is no such thing as a stupid question, so do not be afraid to ask and allow others to do the same. 3. Learning never ends, especially in technology. 4. Embrace change. We all like to think we are good at this, but it takes practice. Technology changes, situations change, markets change, the environment changes. It is an ongoing learning process, and it’s what keeps it interesting for all of us.

How have you evolved to meet the digital transformation needs of today?

Education, education, education. Our team works to stay on top of what is happening in digital transformation so that we can, in turn, share that knowledge to help each of our clients. Digital transformation is a tough, but necessary, evolution for every company. We like to stress to our clients that they need to embrace these transformations for themselves to ensure they’re staying current or ahead of developments. It’s also very important for Partners to focus on their transformation first so they can then help their clients learn from their failures and best practices.

Thank you

to the following Microsoft Dynamics Partners for participating in The Partner Channel Membership Program:

»» Sierra Workforce Solutions »» Blue Moon Industries »» k-eCommerce »» The Partner Marketing Group »» TechVisions, LLC »» The TM Group Inc. »» Vicinity Manufacturing

»» RoseASP »» Rimrock Corporation »» DynamicPoint Inc. »» Martin and Associates »» Integrity Data »» EthoTech Inc. »» Mekorma »» Corporate Renaissance Group

»» Lighthouse Business Information Solutions, LLC

»» T3 Information Systems »» AIM Technologies »» InfoGrow Corporation »» Solomon Cloud Solutions »» Joesoftware Inc.

Member benefits include… »» »» »» »» »»

Five extra copies of The Partner Channel Magazine Feature opportunities in the Member Spotlight (like the one above!) 10 percent discount off Academy courses, including The Genius Series Sales, marketing, and leadership webinar recordings Member calls For more information regarding The Partner Channel Membership Program, please contact Bethany at Bethany.foyt@dynamiccommunities.com. DYNAMICCOMMUNITIES.COM | FALL 2018

ADVERTISER INDEX AXtension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Business Computers (Time Matrix). . . . . . . . . . . . 30 Corporate Renaissance Group . . . . . . . . . . . . . . . . . 3 Dooap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 DSI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Dynamic Communities . . . . . . . . . . . . . . . . . . . . . . 10 Elevate HR. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 eXtreme365 Austin . . . . . . . . . . . . . . . . . . . . . . . . . 66 FASCOR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

ImageTag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 MetaViewer from Metafile. . . . . . . . . . . . . . . . . . . . . 4 MSX Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 NMB Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Paramount WorkPlace. . . . . . . . . . . . . . . . . . . . . . . 15 Sierra Workforce Solutions. . . . . . . . . . . . . . . . . . . 27 Solver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . 68

find the logo

contest

Here’s a list of places where our logo usually appears, thus making them null and void when it comes to this contest: THE PARTNER CHANNEL® MAGAZINE

WINTERcontents 2016 18

Why Change

in every issue

8 9 10 12 50 52 53

NEWS EVENTS CONTRIBUTORS ON THE HOMEFRONT Like a Snow Globe

MEMBERS ONLY CORNER T3 Information Systems

ADVERTISER INDEX THE LIST

departments

14 18 22 34

FALL 2018

LEADERSHIP Dare to Let Go...

SALES

Why Change

MARKETING Eyes on the Prize

LEADERSHIP

A New Approach to Communication

MARKETING

Seven Questions to Ask Before You Commit

features

21 26 28

A PUBLICATION DEDICATED TO BUILDING A COMMUNITY FOR PARTNERS

41 42 44 48

WORD-A-GANZA VAR PROFILE

Innovia Consulting

FEATURE

Partner-to-Partner Learning at PreGAME to Summit

LOGO CONTEST ISV PROFILE

Data Masons Software

THE GENIUS SERIES Marketing Class Update

PHOTO CAPTION CONTEST AND RESULTS

THEPARTNERCHANNEL.COM | WINTER 2016

Table of Contents SALES

Why Change story by CHRISTOPHER ELMORE

illustration by DAVE SWANG

have a unique perspective on change. On one hand, I counsel salespeople to help their clients make a big change in the way they do business. On the other, I help accounting and finance people change a process they have known their entire business life. Given those facts, my professional life is dedicated to helping people change. Personally, I don’t like change and find it very difficult. Until recently, whenever change came up in my personal or professional life, my initial reaction was simply, “NO!”

AND THEN…

It all started with a simple request by a local university to teach a course on entrepreneurship. My company was doing well and getting a lot of attention in the community, so I thought this would be a great way to give back a little and influence the next generation. The funny thing is I got more out of teaching the class than my students. It came all around one word: “Why.”

IN THE PROCESS… While I was teaching a section on messaging, I came across Simon Sinek’s Ted Talk on what he referred to as “The Golden Circle.” I know; hang with me here. Now, I had heard about this and had known about the idea for years, but for some reason I had never connected the principles of The Golden Circle with change management. I think one of my hang-ups was the name. For some reason it seemed like a scheme or a network marketing program. The Golden Circle has three levels of understanding: What, how, and why. It struck me that knowing why you need to do something, or why something is being done, is the key to change management. The problem is, on the list of what, how, and why, most people tend to spend the majority of time and effort on “how.”

HOW? In corporate America, we are such “doers”; doers to the point that we have a tendency to forget about why we’re doing what we are doing. It’s kind of like the Hatfield-McCoy feud that lasted almost 30 years. When it ended, the families were asked why they fought each other; no one could remember. Why we do what we do – our mission – is an important reminder that helps the tasks have meaning and purpose. How we do what we do is the means to an end and can help our tasks be as efficient as possible.

BIG FINISH! To make a point (you are welcome) and to be very clear about change and the importance of doing change well, I think we have put change behind the wrong noun. When you think of helping people change, most think “change management.” Management will help you with the “how” and not the “why.” Leadership points to “why.” I did a study

WINTER 2016 | THEPARTNERCHANNEL.COM

Sales, Marketing & Leadership Intros

» Do I have the ability to do this right? Let’s say you plan on hosting a live event or webinar. Do you have

enough time to create and send the invitations, make reminder calls, create the landing page, build beautiful graphics, run all the event logistics, prepare the presentations, and send after-event follow-up emails? A lot of time and effort goes into each piece. If you can’t do it all, maybe you shouldn’t do this event – at least not right now. You are far better off doing fewer things 100 percent of the way than being half-committed to a whole bunch of activities. » How will we know if this activity has been successful? Success measurements are an area where marketing and sales need to get on the same page. Marketing will consider a campaign successful if it gets a significant number of downloads, whereas sales might think the campaign is a failure because no leads converted into opportunities. Set up success criteria at the beginning of the campaign. Make sure sales and marketing personnel each know their roles and how this campaign fits into the overarching goals of the sales/ photo caption marketing department. » How long are we going to be committed to this endeavor? What’s the level of effort required? Relationship marketing and content marketing are marathons, not sprints. If you are going to commit to producing a blog or podcast, you need to stick with it. Be realistic about your expectations. Don’t be discouraged when people don’t show up in droves right away. Last year, I helped a company get really consistent with their blogging and social media. I told them they had to commit to at least a year, and I’m glad I did, because it took some time to figure out what really resonated with their audience. A year later, their sales are up 30 percent, and the only thing we changed was their online presence. Give yourself time to learn what it takes. If something still isn’t producing results for you a year down the road, then it’s time to re-evaluate. » Do we have money for this in the budget? If not, what will we have to give up to do this? Sometimes marketing involves not just the trade-off of one marketing activity for another, but rather this marketing activity versus hiring another person or purchasing equipment or software. Because marketing is often treated as an expense (versus an investment), it’s often the first department to get its budget re-allocated to something more pressing. That’s one of the reasons I recommend clients have a committed marketing budget. You absolutely cannot have professional, ongoing marketing activities if your marketing team always has to run to finance to ask for spending approval. Set an amount. Stick to it. If you don’t know what your marketing budget should be, budget for a marketing consultant who can help you figure it out. Marketing is constantly evolving, so it’s important to try new things. Asking these seven questions will help reduce your risk and get you a positive return on your marketing investments. I also recommend you give yourself a little wiggle room. Write your budget “in pencil” so you can shift dollars around and have some cushion for when Microsoft or another Partner comes up with a brilliant idea that you want to participate in. Keep your eyes and ears open for opportunity, but don’t be afraid to say NO if the fit isn’t right.

contest Is there a doctor in the house? The User Group Summits feature “medics” that help answer user questions. What do you think is the most popular question this group of medics received?

Email your caption to Jenny at Jenny@ thepartnerchannel. com. Submissions will be judged on creativity, relevance, and sense of humor. The prize for this contest is two (2) tickets to your local cinema.

winter 2016 | thepartnerchannel.com

Photo Caption Page

THEPARTNERCHANNEL.COM | SPRING 2018

SPRING 2018 Location

Need a little velocity added to your marketing projects? Contact the marketing tornado at Amachina@tornadomktg.com.

Did you find the hidden logo in Michelle Etherton’s “Four Ways to Elevate the Customer Experience” article on page 19 of the Spring 2018 magazine? This time, let us know! Simply email Bethany.foyt@dynamiccommunities.com and let us know where you think the logo is located. A winner will be drawn at random and will receive a gift certificate. 48

FALL 2018 | DYNAMICCOMMUNITIES.COM

The End of Each Article

thepartnerchannel.com | winter 20

Any graphics that have the TPC logo as a main element

The List MOBILE Solutions at your fingertips

thelistmobile.com Search for the products and services you need with the Mobile version of The List!

Table of Contents Industry.......................Page 50 Horizontal....................Page 55 Services.......................Page 64

The List from Dynamic Communities 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.Olson@dynamiccommunities.com. NOTE: 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

Aerospace Arbela Technologies

Vicinity Manufacturing

www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

www.vicinitymanufacturing.com 770-421-2467 Vicinity Vicinityâ&#x20AC;&#x2122;s ERP software manages formulation, quality control, compliance, production and planning for process manufacturers in the Food/Beverage, Chemical, Cosmetic, Paint, Personal Care and Pharmaceutical industries

Apparel/Footwear TRIMIT www.trimit.com â&#x20AC;˘ 004570208970 TRIMIT Fashion Solves apparel & fashion industry challenges from design to delivery. ERP & Ecommerce. 28+ years of experience & 400+ happy customers worldwide.

Consumer Packaged Goods

Automotive

www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

Sana Commerce www.sana-commerce.com â&#x20AC;˘ 646-362-0432 Sana Commerce Through 100% seamless integration, our e-commerce solution leverages existing ERP business logic and data in powerful, user-friendly web stores.

Building Materials Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Chemicals Horizons International www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

KEY:

Data Masons Software

DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain. EthoTech, Inc. www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Frustrated by manually calculating complex commissions and variable compensation? Our clients were too, but now their commission problems are ancient history. Calculating commissions doesn't have to be painful. HighJump www.highjump.com â&#x20AC;˘ 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more. Lanham AssociatesÂŽ www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, Compliance, VAN, ASN, Shipping, Carrier Manifest, Labels, Bar-Coding, WMS, Forecasting & Replenishment. Seamless simplicity. Your single source for supply chain solutions/services. 120,000+ users worldwide.

D365 Customer Engagement/CRM

50 FALL 2018 | DYNAMICCOMMUNITIES.COM

Dynamics AX

Dynamics GP

Lanham AssociatesÂŽ www.lanhamassoc.com 678-379-4200 ext. 105 Lanham EDI Lanham EDI, enables in-house control or a managed service. Total solution, AS2 and VAN, for lowest cost of ownership. Seamless simplicity inside NAV/D365 BC. More documents and users than any other provider.

TrueCommerce www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Cross Industry Solution

ACOM Solutions, Inc. acom.com/electronic-payments/ 800-699-5758 Paperless Supplier Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platform gaining better control over cash, higher efficiencies and the ability to earn cash rebate revenue. Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies better serve shared services. Gain from our experience! Datahaven for Dynamics www.datahaven4dynamics.com â&#x20AC;˘ 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Dynamics NAV

D365 Unified Operations/AX

DiCentral www.dicentral.com â&#x20AC;˘ 281-480-1121 NEW: EDI Integration with Microsoft Dynamics DiCentral is the industry leader in providing managed EDI solutions for Dynamics 365 Business Central and Finance and Operations, NAV, and GP.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

DocStar www.docstar.com â&#x20AC;˘ 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes. Elevate HR, Inc. elevate-hr.com/ â&#x20AC;˘ 973-917-3230 Elevate HR Active Directory Integration (Azure & On-Prem) for Dynamics 365 & AX Auto create, sync, disable AD accounts for Employees, Vendors, Customers

EthoTech, Inc. www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Frustrated by manually calculating complex commissions and variable compensation? Our clients were too, but now their commission problems are ancient history. Calculating commissions doesn't have to be painful. Integrated Software, Inc. www.isiusa.com â&#x20AC;˘ 321-984-1986 Request For Quote Create RFQs for multiple vendors from a single RFQ Entry window. Compare Vendor responses. Auto-create PO's and/ or Sales Quotes. Seamlessly integrated with Inventory, Purchase Order and/or Sales Order Processing. JAT Computer Consulting, Inc. www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers. JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Online Trial Available

Mobile Enabled

Nodus Technologies, Inc. www.nodus.com/solutions/payment-processing/ 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal. Nodus Technologies, Inc. www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric A web-based customer payment portal that automates A/R, improves cash flow, and provides security and convenience to you and your customers. Optional recurring/subscription billing, AutoPay, and payment plan modules Nodus Technologies, Inc. www.nodus.com/solutions/e-commerce/ 909-482-4701 eStore Solution Stack with PayFabric Go beyond a shopping cart with a feature-rich, automated and fully integrated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with attractive responsive web design. Solver

Healthcare Horizons International WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Equipment Rental and Leasing Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer â&#x20AC;˘ 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

SYCOR AMERICAS Inc. www.sycoramericas.com â&#x20AC;˘ 412-788-9494 Sycor.Rental Microsoft Dynamics 365 with fully embedded rental functionality. Sycor. Rental extends Microsoftâ&#x20AC;&#x2122;s flagship ERP solution with rental capabilities, giving you full control of your entire operation from one solution.

Food and Beverage

Lanham AssociatesÂŽ www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Built inside your system. More than 120,000+ users worldwide. Sana Commerce www.sana-commerce.com â&#x20AC;˘ 646-362-0432 Sana Commerce Through 100% seamless integration, our e-commerce solution leverages existing ERP business logic and data in powerful, user-friendly web stores.

ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ Top Award winning, enterprise supply chain software designed for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of experience in the Food/Beverage industry. (WMS, MES, MRP, & more).

www.bhsolutions.com â&#x20AC;˘ 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365

D365 Customer Engagement/CRM

Dynamics AX

Dynamics GP

www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Dynamics ERP time & attendance solutions optimizing productivity and data integration for payroll, job costing & HR. Advanced scheduling and ACA reporting options. Biometric, badge, WEB, PC or mobile time clocks.

High Tech and Electronics

Vicinity Manufacturing

Home Furnishings

TRIMIT www.trimit.com/ â&#x20AC;˘ 004570208970 TRIMIT Furniture Solves furniture industry challenges from design to delivery. ERP & Ecommerce. 28+ years of experience & 400+ happy customers worldwide.

Government Contracting

DATABASICS, Inc.

Dynamics NAV

D365 Unified Operations/AX

ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization. Microsoft partner since 2004. KEY:

Business Computers Software, Inc. www.business-computers.com â&#x20AC;˘ 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Sierra Workforce Solutions

StockIQ Technologies

Blue Horseshoe

www.solverglobal.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Available in cloud and on-premise. Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Binary Stream www.binarystream.com/GP-HMM 604-522-6300 Healthcare Materials Management (HMM) Optimize materials management and streamline your consumption-based supply chain management.

Dynamics SL

Dynamics CRM

Lean Manufacturing

Online Trial Available

Mobile Enabled

D365 Business Central/NAV DYNAMICCOMMUNITIES.COM | FALL 2018

INDUSTRY

Joesoftware Inc. www.joesoftware.com â&#x20AC;˘ 780-990-0220 Marshal Comprehensive QHSE application. Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

Life Sciences

INDUSTRY

Merit Solutions, Inc. www.maxlifesoftware.com â&#x20AC;˘ 630-614-7133 MAXLife365 MAXLife365 is the leading digital platform for Biotech, Pharma, and Med Device companies that brings together traditional ERP, CRM, QMS, BI, and Document Management capabilities into one integrated solution.

Manufacturing

Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ Top Award winning, enterprise manufacturing software designed for all types of Manufacturing, Distribution, & 3PL operations of any size. (MES, MRP, WMS, WCS, IIoT, Shop Floor & more.) 29+ years of successes.

Business Computers Software, Inc. www.business-computers.com â&#x20AC;˘ 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing. Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer â&#x20AC;˘ 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

Data Masons Software

DocStar www.docstar.com â&#x20AC;˘ 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes. DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain. EthoTech, Inc. www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Frustrated by manually calculating complex commissions and variable compensation? Our clients were too, but now their commission problems are ancient history. Calculating commissions doesn't have to be painful.

Horizons International www.hzs.com â&#x20AC;˘ 800-287-8014 ext. 811 Horizons Manufacturing Suite Our Dexterity products deliver mixed mode manufacturing capabilities with BOM/formulas, co products, costing, MRP and PO editing, serial/lot, material holds, scheduling, jobs and quality in the Dynamics GP UI.

ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

k-eCommerce www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment.

Manufacturing Resource Partners www.mrpconsulting.com â&#x20AC;˘ 562-547-6156 Dynamics GP Manufacturing Consulting The Dynamics GP implementation team at Manufacturing Resource Partners is one of the most experienced available. Each of our consultants has 12 to 24 years of manufacturing and operations management experience.

Pacejet www.pacejet.com/erp/microsoft/ microsoft-ax/ â&#x20AC;˘ 877-722-3538 Pacejet Enterprise Shipping Software for Microsoft Dynamics 365 Finance and Operations and Microsoft AX Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one platform. Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs. Sana Commerce www.sana-commerce.com â&#x20AC;˘ 646-362-0432 Sana Commerce Through 100% seamless integration, our e-commerce solution leverages existing ERP business logic and data in powerful, user-friendly web stores.

Sierra Workforce Solutions www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Dynamics ERP time & attendance solutions optimizing productivity and data integration for payroll, job costing & HR. Advanced scheduling and ACA reporting options. Biometric, badge, WEB, PC or mobile time clocks.

StockIQ Technologies www.stockiqtech.com â&#x20AC;˘ 720-420-7946 Intelligent Supply Chain Planning Inventory planning & analytics, forecasting, promotion planning & multi-site replenishment designed for Distribution, and Manufacturing. TrueCommerce www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Vicinity Manufacturing www.vicinitymanufacturing.com 770-421-2467 Vicinity Vicinityâ&#x20AC;&#x2122;s ERP software manages formulation, quality control, compliance, production and planning for process manufacturers in the Food/Beverage, Chemical, Cosmetic, Paint, Personal Care and Pharmaceutical industries

WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing. WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 MO Generator MO Gen integrates external Mfg systems into GP Mfg. Creates, schedules, and releases MO's. Builds pick lists and receives and posts MO receipts.

www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple. KEY:

D365 Customer Engagement/CRM

52 FALL 2018 | DYNAMICCOMMUNITIES.COM

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

Wolters Kluwer

Non-Profit Organizations

DATABASICS, Inc.

Professional Services

ConnectBooster www.connectbooster.com â&#x20AC;˘ 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers. ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

POS

Solver

Centerprism www.centerprism.com â&#x20AC;˘ 800-814-6631 Centerprism for GP Full Spectrum software designed to eliminate the complexities of dealing with multiple vendors while dramatically reducing your cost.

Pharmaceuticals ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ Top Award winning, FDA approved software designed for GMP-FDA Manufacturing, Distribution & 3PLs of any type or size. 29+ years of success in the Pharmaceutical industry. (MES/MRP, WMS/QC/QA, IIoT, clean room & more) Horizons International www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Property Management

Software Manufacturers Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Staffing/Recruiting Joesoftware Inc. www.joesoftware.com â&#x20AC;˘ 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.

Telecommunications Wolters Kluwer

Binary Stream www.binarystream.com/GP-PM â&#x20AC;˘ 604-522-6300 Property Management (PrM) Skillfully manage both the landlord and tenant side of the most complex lease agreements with full integration into your Microsoft Dynamics GP accounting engine.

Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.

Retail

Wolters Kluwer

www.SalesTax.com â&#x20AC;˘ 800-739-9998 CCHÂŽ SureTaxÂŽ Sales and Use Tax software for Microsoft Dynamics 365, AX, GP and NAV. Mitigate risk and streamline your workflow with tools and the sales tax rates and rules trusted by the IRS.

Transportation / TMS FASCOR www.fascor.com â&#x20AC;˘ 888-8FASCOR; (888-832-7267) ext. 103 FASCOR TMS 3.X PARCEL/LTL/TL. Int'l & Domestic. Carrier Cert. UPS, FedEx, USPS & more. HazMat, ASN/EDI, RateShopping, Cartonization, Tariff mgmt, Adv Analytics.

Next Generation Logistics, Inc. www.DynamicsTMS.com 847-963-0007 ext. 136 DynamicsTMSÂŽ Transportation Management System LTL, FTL, Multi-stop Routing. Rate Shop, Tariff Mgmt, Load Tendering, Posting, and Bidding. Track and Trace, Freight Audit, and Reporting.

Selective Software Inc www.selectivesoftware.com â&#x20AC;˘ 421-369-0480 In Transit Software Integrated solutions for Trucking: Loads, Driver/Carrier Pay, Freight Billing, EDI, Dispatch, Imaging, Maintenance & Repair, Fuel Integration, Road Taxes. Reporting & more. Asset-Based & Brokerage.

ChargeLogic www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Retail Retail point of sale integrated with NAV. Chip & PIN ready. US & Canada. KEY:

D365 Customer Engagement/CRM

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL

Dynamics CRM

Online Trial Available

Mobile Enabled

D365 Business Central/NAV DYNAMICCOMMUNITIES.COM | FALL 2018

INDUSTRY

Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer â&#x20AC;˘ 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

INDUSTRY

Warehouse Management

ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ Top Award winning, enterprise supply chain software for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of advanced WMS innovations. (WMS, MES, MRP, WCS, IIoT, Shop Floor & more).

HighJump dynamicsgpwms.highjump.com/ 734-748-9291 HighJump Collect for GP The only warehouse management system that shares the GP database and posts transactions in real-time. Automate pick, pack, ship, and more. Integration with GP MFG, Vicinity and Horizons. Over 400 GP customers. HighJump www.highjump.com â&#x20AC;˘ 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more.

Insight Works www.dmsiworks.com â&#x20AC;˘ 866-440-7543 Shop Floor and Warehouse Mobile Data Collection Barcode data & scanning, tracking time, attendance, materials, & inventory handled seamlessly within our modules for Dynamics NAV. Lanham AssociatesÂŽ www.lanhamassoc.com 678-379-4200 ext. 105 ACE WarehousingÂŠ Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration.

Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Tasklet Factory www.taskletfactory.com â&#x20AC;˘ +45 72 332 000 Mobile WMS for Microsoft Dynamics AX/ NAV/365BC/365FO Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offline mode that integrates with standard Microsoft Dynamics AX/NAV/365 Business Central/365 for Finance and Operations.

Wholesale Trade: Durable Goods

Pacejet www.pacejet.com/erp/microsoft/ microsoft-ax/ â&#x20AC;˘ 877-722-3538 Pacejet Enterprise Shipping Software for Microsoft Dynamics 365 Finance and Operations and Microsoft AX Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one platform. Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs. TrueCommerce www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

Tired of wandering the expo floor trying to find the solutions you or your customers need? 1. Bookmark www.thelistmobile.com on your mobile device

The List now includes Microsoft-focused events so you can easily find the solutions youâ&#x20AC;&#x2122;re looking for on the expo floor!

2. Identify the Industry/Horizontal/Service need you have (or better yet, use the keyword search)

If you are looking for a specific solution, The List can help you find it!

3. Click on the Filter Options (+ button) to see the events 4. Click on the event icon to see which solutions are at that eventâ&#x20AC;&#x2122;s expo

KEY:

D365 Customer Engagement/CRM

54 FALL 2018 | DYNAMICCOMMUNITIES.COM

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

Horizontal Accounting ACOM Solutions, Inc. acom.com/electronic-payments/ 800-699-5758 Paperless Supplier Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platform gaining better control over cash, higher efficiencies and the ability to earn cash rebate revenue. Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer â&#x20AC;˘ 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations.

Affordable Care Act Reporting

Aatrix Software, Inc. partner.aatrix.com/msdynamicsgp 800-426-0854 ext. 175 Aatrix COMPLETE ACA eFile Service Aatrix, the nation's leading single-point eFile center makes complying with ACA reporting requirements simple. The COMPLETE ACA eFile Service will Print & mail employee copies and eFile the IRS as low as 99Â˘/employee

AIM Technologies www.aim-technologies.com/ acadashboard.html â&#x20AC;˘ 888-234-0428 The ACA Dashboard Complete solution for proactive management and reporting for compliance with the Affordable Care Act.

KEY:

D365 Customer Engagement/CRM

Integrity Data www.integrity-data.com â&#x20AC;˘ 217-732-3737 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system work exactly the way you want and need it to!

Analytics

DataSelf www.dataself.com â&#x20AC;˘ 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Project Tracking with Advanced Analytics Creates a seamless connection between a companyâ&#x20AC;&#x2122;s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

Dynamics AX

Dynamics GP

Budgeting

Corporate Renaissance Group Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

Automation ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

Barcode Data Collection DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Business Intelligence

DataSelf

Billing

ConnectBooster www.connectbooster.com â&#x20AC;˘ 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers.

Dynamics NAV

D365 Unified Operations/AX

crgroup.com/better-budgeting/ 613-232-4295 ext. 286 Budgeting, Planning & Forecasting Solutions from CRGroup Leading budgeting, planning & forecasting solutions for companies of any size: BOARD, Adaptive Insights, and NEW! Rapidstart budgeting for SMBs and Dynamics users. Contact us to learn more + explore partner benefits.

Dynamics SL

Dynamics CRM

www.dataself.com â&#x20AC;˘ 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

Online Trial Available

Mobile Enabled

D365 Business Central/NAV DYNAMICCOMMUNITIES.COM | FALL 2018

HORIZONTAL

Encore Business Solutions www.encorebusiness.com 888-898-4330 ePayStub for Canadian Payroll ePaystub for Canadian Payroll is a seamless extension to Microsoft Dynamics GP Canadian Payroll that allows users to email out employee Payslips with an email that is password protected.

Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around ACA reporting a non-issue by tracking eligibility year-round and automatically generating, printing and e-filing Form 1095-C/ 1094-C.

Jet Reports

Cost Accounting

www.jetreports.com â&#x20AC;˘ 503-455-4632 Jet Reports Data Solutions Flexible Reporting, Fast Analytics & Controlled Budgeting.

Corporate Renaissance Group crgroup.com/cost-allocator/ 613-232-4295 ext. 286 CRG Cost Allocator | Multi-Level Step-Down Cost Allocations CRG Cost Allocator is a flexible & efficient costing application that performs multi-level step-down cost allocations to determine true costs and profitability.

Business Process Management DocStar www.docstar.com â&#x20AC;˘ 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes.

HORIZONTAL

JAT Computer Consulting, Inc. www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Commissions Adv Commissions is flexible and handles complex commissions. Commissions can be calculated based on many criteria and can be paid at invoice, upon payment or periodically. It can be used in SO, Projects, AR & AP.

Compliance ACOM Solutions, Inc. www.acom.com/solutions/ms-dynamicsgpgreat-plains/ â&#x20AC;˘ 800-699-5758 Paperless Supplier Payment Automation for Microsoft Dynamics ACOM streamlines how companies process their supplier payments of any type via one intelligent platform gaining better control over cash and higher efficiencies with bank-level security to meet compliance.

Check Printing

Commissions

KEY:

ACOM Solutions, Inc. acom.com/electronic-payments/ 800-699-5758 Complete Supplier Payment Automation for Microsoft Dynamics ACOM streamlines how you process supplier payments of any type via one intelligent platform- Cards, checks, ACH, EFT and more - gaining better control, higher efficiency & you earn rebate revenue too!

Century Business Solutions Arbela Technologies

Trans-Micro, Inc. www.checkfactory.com â&#x20AC;˘ 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL MICR check and forms printing software solution with automatic signatures on checks. Designed to replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Credit Card/Check Processing

www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Audit & Security Manager Audit Security Manager addresses security management, audit compliance & reporting. Reduce your time to prepare for audits & manage security. Gain from our experience! Binary Stream www.binarystream.com/GP-ARED 604-522-6300 Advanced Revenue and Expense Deferral (ARED) Efficiently and quickly receive payments from customers and gain control of your revenue and expense deferrals. Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer â&#x20AC;˘ 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations. Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around ACA reporting a non-issue by tracking eligibility year-round and automatically generating, printing and e-filing Form 1095-C/ 1094-C.

D365 Customer Engagement/CRM

56 FALL 2018 | DYNAMICCOMMUNITIES.COM

Dynamics AX

Dynamics GP

www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV, GP & AX using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal.

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

ConnectBooster www.connectbooster.com â&#x20AC;˘ 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers. Integrated Software, Inc. www.isiusa.com â&#x20AC;˘ 321-984-1986 Credit Card Authorization A Token-based system to handle all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts. Choose to integrate with Cybersource or Verifone.

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail. Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.

Customer Relationship Management Encore Business Solutions www.swiftrm.com â&#x20AC;˘ 888-898-4330 SwiftRM Your express route to relationship management in the cloud! A pre-configured Dynamics CRM environment designed for ease of use and deployed in 3 days. Priced on a per user/month basis, starting at $65.

Vertical Lift Business Solutions Inc. www.verticalliftbsi.com â&#x20AC;˘ 416-848-0317 Vertical Lift Business Solutions Inc Get more value from your Dynamics CRM investment. We specialize in custom integrations, cloud migration and complex business scenarios. Call us for more info.

Online Trial Available

Mobile Enabled

Slimstock Visionary Software Consulting, Inc. crm-rules.com â&#x20AC;˘ 877-276-1942 CRM Rules for Microsoft Dynamics CRM Add JavaScript to CRM forms w/o coding. More powerful than Business Rules.

ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ Top Award winning, enterprise supply chain software for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of advanced innovations. (WMS, MES, MRP, WCS, IIoT, Shop Floor & more).

Metafile Information Systems, Inc.

www.slimstock.com â&#x20AC;˘ 970-420-1777 NEW: Slim4 Inventory Optimization for Dynamics Forecasting, supply planning, and inventory optimization for distributors, manufacturers, 3PLs, and retailers.

Data Integration Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Project Tracking with Advanced Analytics Creates a seamless connection between a companyâ&#x20AC;&#x2122;s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

Winthrop Development Consultants

Data Management Corporate Renaissance Group www.crgroup.com/changer 613-232-4295 ext. 286 CRG Changer | Change, Merge & Combine Codes & Data in GP Quickly & easily change, merge & combine your codes & data in GP. Changer is trusted by thousands of organizations, supports 3rd party tables & is completely flexible - ensuring GP operates at optimum efficiency.

Distribution Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

E-commerce StockIQ Technologies Blue Horseshoe www.bhsolutions.com â&#x20AC;˘ 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365 FASCOR www.fascor.com â&#x20AC;˘ 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

www.stockiqtech.com â&#x20AC;˘ 720-420-7946 Intelligent Supply Chain Planning Inventory planning & analytics, forecasting, promotion planning & multi-site replenishment designed for Distribution, and Manufacturing. WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Document Management Datahaven for Dynamics www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Lanham AssociatesÂŽ www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.

KEY:

D365 Customer Engagement/CRM

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL

Dynamics CRM

Avalara, Inc. www.info.avalara.com/TheList â&#x20AC;˘ 877-780-4848 Avalara Tax Compliance Automation Avalara helps businesses of all sizes achieve compliance with transaction taxes, including sales and use, VAT, excise, communications, and other tax types. Centerprism www.centerprism.com â&#x20AC;˘ 800-814-6631 Centerprism for GP Full Spectrum software designed to eliminate the complexities of dealing with multiple vendors while dramatically reducing your cost.

Century Business Solutions www.ebizcharge.com/ â&#x20AC;˘ 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV, GP & AX using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal.

ChargeLogic www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Connect PCI-certified e-commerce payments & orders. Click-to-Pay Invoicing.

Online Trial Available

Mobile Enabled

D365 Business Central/NAV DYNAMICCOMMUNITIES.COM | FALL 2018

HORIZONTAL

www.winthropdc.com/products_BPST.htm +61893329446 Batch Posting Service Toolkit Post batches into Dynamics GP from external applications, in real-time, with a single web service call ... without using Dexterity.

Expense Solutions Nodus Technologies, Inc. www.nodus.com/solutions/e-commerce/ 909-482-4701 eStore Solution Stack with PayFabric Go beyond a shopping cart with a feature-rich, automated and fully integrated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with attractive responsive web design.

HORIZONTAL

Pacejet www.pacejet.com/erp/microsoft/microsoft-ax/ 877-722-3538 Pacejet Enterprise Shipping Software for Microsoft Dynamics 365 Finance and Operations and Microsoft AX Pacejet manages parcel, freight, LTL, 3PL, regional carriers, and other shipping services in one platform. Save an average of 20 to 30 percent on shipping costs and 40 to 50 percent on labor costs.

Lanham AssociatesÂŽ www.lanhamassoc.com 678-379-4200 ext. 105 Lanham EDI Lanham EDI, enables in-house control or a managed service. Total solution, AS2 and VAN, for lowest cost of ownership. Seamless simplicity inside NAV/ D365 BC. More documents and users than any other provider.

Lanham Services help@lanhamservices.com â&#x20AC;˘ 928-846-4909 Managed EDI Services Did you know Lanham Services offers Managed EDI Services? Management of day-to-day EDI tasks & error resolution. A true turn-key EDI solution.

Sana Commerce

South Anna, Inc. www.southannasoftware.com â&#x20AC;˘ 804-316-9660 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank.

www.sana-commerce.com â&#x20AC;˘ 646-362-0432 Sana Commerce Through 100% seamless integration, our e-commerce solution leverages existing ERP business logic and data in powerful, user-friendly web stores.

South Anna, Inc. www.southannasoftware.com â&#x20AC;˘ 804-316-9660 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

TrueCommerce Winthrop Development Consultants www.winthropdc.com/products_BPST.htm +61893329446 Batch Posting Service Toolkit Post batches into Dynamics GP from external applications, in real-time, with a single web service call ... without using Dexterity.

www.truecommerce.com â&#x20AC;˘ 888-430-4489 TrueCommerce Scalable & affordable EDI solutions for Microsoft Dynamics. A managed service approach, from one trusted source, helps lower your fulfillment & procurement costs & connects you to an expansive global trading network.

EDI

Electronic Document Delivery (Email)/Faxing Datahaven for Dynamics

Data Masons Software www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

D365 Customer Engagement/CRM

58 FALL 2018 | DYNAMICCOMMUNITIES.COM

Dynamics AX

Dynamics GP

Fixed Assets Crowe www.crowe.com/services/performanceconsulting/erp/crowe-apps/leaseaccounting-optimizer â&#x20AC;˘ 800-599-2304 Crowe Lease Accounting Optimizer Combines lease accounting management with a financial impact calculator for compliance with the FASB ASC 842 and IASB IFRS 16 regulations. Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

General Ledger Joesoftware Inc. www.joesoftware.com â&#x20AC;˘ 780-990-0220 Spencer Easy, configurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workflow, multi-currency, VAT support, electronic receipts and more.

Field Service Management Centerprism www.centerprism.com â&#x20AC;˘ 800-814-6631 Centerprism for GP Full Spectrum software designed to eliminate the complexities of dealing with multiple vendors while dramatically reducing your cost.

FieldConnect, Inc. www.fieldconnect.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 efficiency.

Corporate Renaissance Group www.crgroup.com/AATools 613-232-4295 ext. 286 AA Tools for Analytical Accounting Simplify the management of GP Analytical Accounting: AA Backfiller, AA Changer, AA Segment Converter & AA Cubes. Backfill data in AA, change AA codes, convert GL segments to AA dimensions & complete analytics.

Corporate Renaissance Group www.crgroup.com/combiner 613-232-4295 ext. 286 Company Combiner | Combine Multiple GP Company Databases Trying to manage multiple companies in Dynamics GP? Easily combine company databases into one single entity for easier maintenance, reduced risk, greater efficiencies, and improved reporting with CRG Company Combiner Corporate Renaissance Group www.crgroup.com/reformatter 613-232-4295 ext. 286 CRG Re-Formatter | Modify Your GP Account Framework CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GP after the initial installation.

Shining Brow Software Shiningbrow.com â&#x20AC;˘ 414-258-3400 The Service Manager Solution for field service organizations that install, service, and maintain equipment. Track customers, equipment, contract data and service history. Schedule work & integrate your field staff with our Mobile client.

Dynamics NAV

D365 Unified Operations/AX

wsTOOLS www.iscorp.biz/solutions/ wstools/ â&#x20AC;˘ 218-486-5095 wsTOOLS for KEY2ACT Enhancements for GP, KEY2ACT Jobcost, Service Management and MobileTech.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

HR Management

Corporate Renaissance Group www.employee-performance.com 877-711-0367 ext. 286 CRG emPerform | Online Employee Performance Management Award-winning employee performance management for Microsoft Dynamics users. Online performance reviews, 360Â° assessments, goal management, succession planning, pay-for-performance, reporting & year-round feedback.

FourVision HR Plus www.fourvision.com/ â&#x20AC;˘ 914-873-0040 FourVision D365 for Talent Extensions FourVision Talent Apps extend the D365 for Talent providing a full HCM solution. Example apps include Timesheets Plus, Leave & Absence, Employee Self Service, HR Document Mgmt and much more. Integrity Data www.integrity-data.com â&#x20AC;˘ 217-732-3737 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system work exactly the way you want and need it to!

Inter-company Processing Binary Stream www.binarystream.com/multi-entitymanagement â&#x20AC;˘ 604-522-6300 Multi-Entity Management (MEM) Consolidate your financial information in a single Dynamics GP database to achieve greater productivity and gain powerful insight into corporate performance even in complex fast-growing multi-company environments. Binary Stream binarystream.com/products/ intercompany-bridge/ â&#x20AC;˘ 604-522-6300 Intercompany Bridge Streamline your business by automating intercompany transactions between your Microsoft Dynamics GP databases.

Inventory Management ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ Top Award winning, enterprise supply chain software for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of advanced innovations. (WMS, MES, MRP, WCS, IIoT, Shop Floor & more).

FASCOR www.fascor.com â&#x20AC;˘ 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs. HighJump dynamicsgpwms.highjump.com/ 734-748-9291 HighJump Collect for GP The only warehouse management system that shares the GP database and posts transactions in real-time. Automate pick, pack, ship, and more. Integration with GP MFG, Vicinity and Horizons. Over 400 GP customers. HighJump www.highjump.com â&#x20AC;˘ 708-287-4026 HighJump Warehouse Edge HighJump Warehouse Edge is an advanced warehouse management solution with integrated shipping and actionable analytics for eCommerce Distributors, CPG, and more. Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Invoicing Enhancement Binary Stream www.binarystream.com/GP-ARCB 604-522-6300 Advanced Recurring Contract Billing (ARCB) Get paid on time, every time with automated recurring invoicing and the ability to handle nearly any complex billing scenario such as subscription or consumption based and more.

KEY:

D365 Customer Engagement/CRM

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL

Dynamics CRM

k-eCommerce www.k-eCommerce.com â&#x20AC;˘ 855-532-6663 Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real-time fund recognition with seamless integration to Microsoft Dynamics GP.

Nodus Technologies, Inc. www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric A web-based customer payment portal that automates A/R, improves cash flow, and provides security and convenience to you and your customers. Optional recurring/subscription billing, AutoPay, and payment plan modules Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily. South Anna, Inc. www.southannasoftware.com â&#x20AC;˘ 804-316-9660 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

Job Costing

Century Business Solutions

JAT Computer Consulting, Inc. www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Online Trial Available

Mobile Enabled

D365 Business Central/NAV DYNAMICCOMMUNITIES.COM | FALL 2018

HORIZONTAL

Elevate HR, Inc. elevate-hr.com/solutions/ â&#x20AC;˘ 973-917-3230 Elevate HR: Solutions for Dynamics 365 & AX HCM Talent, Applicant Portal, HCM Wizards, ESS Benefits, Global Payroll, etc.

JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Manufacturing Enhancement

ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.

HORIZONTAL

Multi-Entity Management

Payables Enhancement

ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited.

Metafile Information Systems, Inc.

Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies better serve shared services. Gain from our experience! Corporate Renaissance Group www.crgroup.com/combiner 613-232-4295 ext. 286 Company Combiner | Combine Multiple GP Company Databases Trying to manage multiple companies in Dynamics GP? Easily combine company databases into one single entity for easier maintenance, reduced risk, greater efficiencies, and improved reporting with CRG Company Combiner

Occupational Health & Safety Joesoftware Inc. www.joesoftware.com â&#x20AC;˘ 780-990-0220 Marshal Comprehensive QHSE application. Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

KEY:

www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless Automation for Microsoft Dynamics AP Automation for Dynamics AX, GP, SL & NAV, & expanded functionality including expense reports, journal entry, purchase requisition and more. South Anna, Inc. www.southannasoftware.com â&#x20AC;˘ 804-316-9660 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank.

South Anna, Inc. www.southannasoftware.com â&#x20AC;˘ 804-316-9660 AP/AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.

D365 Customer Engagement/CRM

60 FALL 2018 | DYNAMICCOMMUNITIES.COM

Dynamics AX

Dynamics GP

Payroll Enhancement

Aatrix Software, Inc. www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile. Elevate HR, Inc. elevate-hr.com/solutions/ â&#x20AC;˘ 973-917-3230 Elevate HR: Solutions for Dynamics 365 & AX HCM Talent, Applicant Portal, HCM Wizards, ESS Benefits, Global Payroll, etc Integrity Data www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution Making IRS compliance around ACA reporting a non-issue by tracking eligibility year-round and automatically generating, printing and e-filing Form 1095-C/ 1094-C. Integrity Data www.integrity-data.com â&#x20AC;˘ 217-732-3737 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system work exactly the way you want and need it to! JAT Computer Consulting, Inc. www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. Joesoftware Inc. www.joesoftware.com â&#x20AC;˘ 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more. South Anna, Inc. www.southannasoftware.com â&#x20AC;˘ 804-316-9660 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

wsTOOLS www.iscorp.biz/solutions/wstools/ 218-486-5095 wsTOOLS for Dynamics GP PayrollRewind, W2Safet yNet, 1095Importer, WebTimeEntry, PayrollHandoff & other tools have been developed to protect data and make tasks easier.

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Portals

Peak Engagement peakengagement.com/peak-portals/ 855-458-3783 Peak Portals Peak Portals drives deeper engagement for brands by enabling multiple engagement channels through a web portal for Microsoft Dynamics. The solution is easy to set-up, intuitive to use and affordable for any business.

The Portal Connector www.crmportalconnector.com/ â&#x20AC;˘ 705-726-2966 The Portal Connector for Dynamics CRM Itâ&#x20AC;&#x2122;s easy to use and does not require developers to implement or manage. Just drag and drop to build scalable, secure Portal Solutions!

Procurement Management Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

Project Accounting Business Computers Software, Inc. www.business-computers.com â&#x20AC;˘ 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing. Crowe www.crowe.com/services/performanceconsulting/crm/add-on-solutions/croweproject-management â&#x20AC;˘ 877-600-2253 Project Management for Microsoft Dynamics 365 Project Management for Dynamics 365 is a comprehensive and easy-to-use project management solution.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Project Tracking with Advanced Analytics Creates a seamless connection between a companyâ&#x20AC;&#x2122;s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

Online Trial Available

Mobile Enabled

Royalty Journyx Inc. www.journyx.com â&#x20AC;˘ 800-755-9878 Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project accounting functionality with data validations, multi-approval levels, accrual calculations & more.

Purchase Order Processing Enhancement Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well. WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Blanket PO Create a Blanket with multiple control lines. Apply spending limits, allowable items, and user security to each Blanket, all with Blanket PO.

Horizons International www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Receivables Enhancement

ConnectBooster www.connectbooster.com â&#x20AC;˘ 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers.

Crestwood Associates www.crestwood.com/product/collectionsmanagement-for-dynamics-sl/ â&#x20AC;˘ 847-394-8820 AR Collections Management for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash flow.

KEY:

D365 Customer Engagement/CRM

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item. Nodus Technologies, Inc. www.nodus.com/solutions/online-bill-pay/ 909-482-4701 ePay Advantage with PayFabric A web-based customer payment portal that automates A/R, improves cash flow, and provides security and convenience to you and your customers. Optional recurring/subscription billing, AutoPay, and payment plan modules South Anna, Inc. www.southannasoftware.com â&#x20AC;˘ 804-316-9660 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank. South Anna, Inc. www.southannasoftware.com â&#x20AC;˘ 804-316-9660 AP/AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.

South Anna, Inc. www.southannasoftware.com â&#x20AC;˘ 804-316-9660 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

Reconciliation

GPC Systems, Inc. www.easyebankrec.com â&#x20AC;˘ 208-290-3040 Easy e-Bank Rec Easy e-Bank Rec is a true add-on to Microsoft Dynamics GP. Automate transactions with the bank statement import. Do away with manual matching. Automatically mark reconciled items. Credit card features. Visual Aids.

Dynamics AX

Dynamics GP

South Anna, Inc. www.southannasoftware.com â&#x20AC;˘ 804-316-9660 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

Reporting

Sales Order Processing Enhancement AIM Technologies www.aim-technologies.com â&#x20AC;˘ 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

Flexible Solutions www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/ Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP. Jet Reports www.jetreports.com â&#x20AC;˘ 503-455-4632 Jet Reports Data Solutions Flexible Reporting, Fast Analytics & Controlled Budgeting.

Solver www.solverglobal.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Available in cloud and on-premise. Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics. South Anna, Inc. www.southannasoftware.com â&#x20AC;˘ 804-316-9660 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL

Dynamics CRM

Flexible Solutions www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup. Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Sales Tax

Online Trial Available

Mobile Enabled

D365 Business Central/NAV DYNAMICCOMMUNITIES.COM | FALL 2018

HORIZONTAL

Quality Control

Crestwood Associates www.crestwood.com/product/nationalaccounts-for-dynamics-sl/ â&#x20AC;˘ 847-394-8820 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Wolters Kluwer www.SalesTax.com â&#x20AC;˘ 800-739-9998 CCHÂŽ SureTaxÂŽ Sales and Use Tax software for Microsoft Dynamics 365, AX, GP and NAV. Mitigate risk and streamline your workflow with tools and the sales tax rates and rules trusted by the IRS.

HORIZONTAL

Security

Shipping/Manifesting

Arbela Technologies

www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies better serve shared services. Gain from our experience!

ChargeLogic www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Shipping Accurate rate quotes. Built in NAV. UPS, FedEx, USPS, DHL, & TNT.

ASC Software www.ASCsoftware.com â&#x20AC;˘ 937-429-1428 ASCTracÂŽ Top Award winning, enterprise supply chain software for Distribution, Manufacturing & 3PL operations of any type or size. 29+ years of advanced innovations. (WMS, MES, MRP, WCS, IIoT, Shop Floor & more).

Arbela Technologies

Blue Horseshoe

Elevate HR, Inc. elevate-hr.com/ â&#x20AC;˘ 973-917-3230 Elevate HR Active Directory Integration (Azure & On-Prem) for Dynamics 365 & AX Auto create, sync, disable AD accounts for Employees, Vendors, Customers.

Mergetool.com www.mergetool.com â&#x20AC;˘ 678-666-2100 NAV Easy Security from Mergetool.com Security tool that lets you set up security in a few hours. Adds Field Level and Data Security to NAV, so you can stop users from seeing or changing individual fields and actions in pages or see critical data.

Winthrop Development Consultants www.winthropdc.com/products_GPPT.htm +61893329446 GP Power Tools The premier tool for Dynamics GP administrators. A must have collection of powerful utilities for administering, supporting & developing for GP.

KEY:

FASCOR www.fascor.com â&#x20AC;˘ 888-8FASCOR; (888-832-7267) ext. 103 FASCOR TMS 3.X PARCEL/LTL/TL. Int'l & Domestic. Carrier Cert. UPS, FedEx, USPS & more. HazMat, ASN/EDI, RateShopping, Cartonization, Tariff mgmt, Adv Analytics. Lanham AssociatesÂŽ www.lanhamassoc.com/ â&#x20AC;˘ 678-379-4200 NEW: E-Ship Seamlessly simple shipping inside NAV/ D365 BC. Ship from sales order thru manifest. Carriers, packing, labeling, BOL, LTL. Automatic ASNs.

Data Masons Software www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

Supply Chain Management FASCOR

Absolute Value www.absolutevalue-us.com â&#x20AC;˘ 678-389-7289 NEW: POS Data Analytics Get critical EDI 852 information from the retailerâ&#x20AC;&#x2122;s POS data. Understand the retailersâ&#x20AC;&#x2122; position in each store, analyze sales, respond to actionable alerts. Use with/without Lanham EDI or Lanham Demand Planning.

D365 Customer Engagement/CRM

62 FALL 2018 | DYNAMICCOMMUNITIES.COM

Dynamics AX

Dynamics GP

www.fascor.com â&#x20AC;˘ 888-8FASCOR (888-832-7267) ext. 103 FASCOR WMS Scalable WMS Tier1 functionality for SMB market. Adv order mgmt., user configurable dashboards, integrated TMS, voice picking & more, deliver rapid ROI for Dist, Warehouse & Mfg operations. Serving MS Dyn for 17 yrs.

Dynamics NAV

D365 Unified Operations/AX

Halo BI www.halobi.com â&#x20AC;˘ 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery. Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com Lanham AssociatesÂŽ www.lanhamassoc.com/ â&#x20AC;˘ 678-379-4200 NEW: E-Ship Get critical EDI 852 information from the retailerâ&#x20AC;&#x2122;s POS data. Understand the retailersâ&#x20AC;&#x2122; position in each store, analyze sales, respond to actionable alerts. Use with/without Lanham EDI or Lanham Demand Planning. Lanham AssociatesÂŽ www.lanhamassoc.com/ â&#x20AC;˘ 678-379-4200 Inbound Container Tracking Creates and tracks containers to update expected receipt dates and quantities of actual inbound inventory items based on ASNs or spreadsheets from the manufacturer.

Slimstock www.slimstock.com â&#x20AC;˘ 970-420-1777 NEW: Slim4 Inventory Optimization for Dynamics Forecasting, supply planning, and inventory optimization for distributors, manufacturers, 3PLs, and retailers. StockIQ Technologies www.stockiqtech.com â&#x20AC;˘ 720-420-7946 Intelligent Supply Chain Planning Inventory planning & analytics, forecasting, promotion planning & multi-site replenishment designed for Distribution, and Manufacturing.

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

System Enhancement Crowe www.crowe.com/services/performanceconsulting/crm/add-on-solutions/croweeditable-crm-grid â&#x20AC;˘ 877-600-2253 EditAble CRM Grid for Microsoft Dynamics 365 Build advanced Dynamics 365 Sub-Grids with point-and-click configuration module and robust API. Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast. South Anna, Inc. www.southannasoftware.com â&#x20AC;˘ 804-316-9660 AP/AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero. South Anna, Inc. www.southannasoftware.com â&#x20AC;˘ 804-316-9660 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

South Anna, Inc. www.southannasoftware.com â&#x20AC;˘ 804-316-9660 Expanded Master Information Easily add more user fields for Vendors, Customers, Employees, Inventory, & Projects.

WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

KEY:

D365 Customer Engagement/CRM

Tax

Joesoftware Inc. www.joesoftware.com â&#x20AC;˘ 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CDN payroll.

Journyx Inc. www.journyx.com â&#x20AC;˘ 800-755-9878 Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project accounting functionality with data validations, multi-approval levels, accrual calculations & more. Sierra Workforce Solutions www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Dynamics ERP time & attendance solutions optimizing productivity and data integration for payroll, job costing & HR. Advanced scheduling and ACA reporting options. Biometric, badge, WEB, PC or mobile time clocks.

Workflow / Notifications Datahaven for Dynamics www.datahaven4dynamics.com â&#x20AC;˘ 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201C;not simply integratedâ&#x20AC;&#x201C;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

DocStar www.docstar.com â&#x20AC;˘ 888-DOC-STAR DocStar ECM AP Automation Integrated content and process automation for Dynamics AX, GP, SL & NAV. Specializing in AP, AR, Sales Order & Contract workflow processes. ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.

Travel Expense Management Wolters Kluwer

Metafile Information Systems, Inc.

Time and Attendance

Business Computers Software, Inc. www.business-computers.com â&#x20AC;˘ 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Dynamics AX

Dynamics GP

DATABASICS, Inc. www.data-basics.com â&#x20AC;˘ 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization. Microsoft partner since 2004. ImageTag, Inc. www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

Warranty and Claims Management Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Warranty Management Red Maple Warranty Management allows companies to automatically track the purchase and sales of items from vendor to distributor to end user. Generated claims can be tracked and managed.

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL

Dynamics CRM

Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Workflow Email Client Adv. Workflow Email Client allows you to approve, reject or redirect workflows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. Workflow is required. Red Maple www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Workflow Adv Workflow enables workflows to launch automatically on defined criteria or events. Includes 50+ predefined Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.

Online Trial Available

Mobile Enabled

D365 Business Central/NAV DYNAMICCOMMUNITIES.COM | FALL 2018

HORIZONTAL

System and Network Management

Services Application Service Provider/Hosting DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Njevity, Inc. www.njevitytogo.com â&#x20AC;˘ 720-870-9700 Your Customers, Your Brand, Our Cloud Expertise NjevityToGo, the most trusted Cloud Partner of the Dynamics Community, provides our Partners Exceptional Cloud Experiences. Also, check out our amazing new SaaS offering powered by Azure at www.PowerGPOnline.com.

Cloud Computing

Development Tools DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

DexPros www.dexpros.com â&#x20AC;˘ 623-535-9216 Microsoft Dynamics GP Development Experienced Dexterity development of GP enhancements/integrations/ upgrades.

Implementation Specialists www.iscorp.biz â&#x20AC;˘ 218-486-5095 Dynamics GP Customizations & Enhancements with Dexterity 20+ years, Dexterity customizations, enhancements, and new apps for GP.

Dynamics Connections www.DynamicsConnections.com 218-862-5002 Dynamics Connections Dynamics ISV Education Partners can expand product and service awareness with Dynamics Connections quarterly educational sessions; covering 10 ISVs in 1 hour.

SERVICES

Implementation Specialists www.iscorp.biz â&#x20AC;˘ 218-486-5095 Custom Development 20+ year experience, Dexterity, .NET, SQL, VB, MS Source Code Provider. WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

KEY:

Amaxra, Inc www.amaxra.com/blog/seven-waysamaxra-can-supercharge-your-businessproductivity â&#x20AC;˘ 425-749-7471 Licensing Assessment See some ways to save money or better manage your Office 365/Dynamics 365 environment. And every new CRM customer will receive 2 months free per user of our new QuickHelp online training.

Amaxra, Inc https://appsource.microsoft.com/en-us/ marketplace/consulting-services/amaxra. amxr-d365-rpdstart â&#x20AC;˘ 425-749-7471 CRM/Dynamics 365 Implementation Microsoft Gold Partner. An out-of-the-box CRM wonâ&#x20AC;&#x2122;t make your business successful. Itâ&#x20AC;&#x2122;s the planning and configuration that makes the difference between little impact and achieving a significant return on investment.

HR & Payroll Implementation & Consulting

Custom Development DSI Global www.dsiglobal.com â&#x20AC;˘ 816-416-5000 DSI ScanWorkX for Dynamics AX The DSI ScanWorkX solution speeds the automation of data collection, including tracking, reporting and productivity functions. Mobile-first solutions to meet changing business needs and transform your supply chain.

Implementation Services

Dexterity Development

Educational Services

Integrity Data www.integrity-data.com â&#x20AC;˘ 217-732-3737 Comprehensive HR & Payroll Solutions for Microsoft Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering expert consulting, customizations, implementations and training - making your payroll system work exactly the way you want and need it to.

Elevate HR, Inc. elevate-hr.com/solutions/ â&#x20AC;˘ 973-917-3230 Elevate HR: Solutions for Dynamics 365 & AX HCM Talent, Applicant Portal, HCM Wizards, ESS Benefits, Global Payroll, etc.

D365 Customer Engagement/CRM

64 FALL 2018 | DYNAMICCOMMUNITIES.COM

Dynamics AX

Dynamics GP

International Software Systems intlsoftwaresystems.com/ â&#x20AC;˘ 714-379-0545 Success Is in the Details Decades implementing ERP from Great Plains to Microsoft Dynamics GP

Merit Solutions, Inc. www.rapid365erp.com â&#x20AC;˘ 630-614-7133 Rapid365 Rapid365 is a pre-configured and best practices deployment of Microsoft Dynamics 365. Forget traditional 12-month multi-million dollar projects - Rapid365 enables companies to go live with less time, risk, and spend.

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Managed Services Data Masons Software www.datamasons.com/thelist â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics EDI compliance without ERP customization. Thatâ&#x20AC;&#x2122;s EDI made simple.

Manufacturing Implementation & Consulting

Marketing Planning & Services

The Partner Marketing Group www.thepartnermarketinggroup.com 734-425-7414 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

Online Trial Available

Mobile Enabled

Tornado Marketing, Inc. www.tornado-marketing.com â&#x20AC;˘ 608-520-0772 Marketing Consulting Boost your sales with high-impact marketing & persuasive messaging. Work with industry veteran Adrianne Machina on website, content, & strategy.

Member Organizations ERP Software Blog www.groupbloggers.com â&#x20AC;˘ 888-800-0999 ERP Software Blog/ CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

Optimum Wolters Kluwer www.SalesTax.com â&#x20AC;˘ 800-739-9998 CCHÂŽ SureTaxÂŽ Sales and Use Tax software for Microsoft Dynamics 365, AX, GP and NAV. Mitigate risk and streamline your workflow with tools and the sales tax rates and rules trusted by the IRS.

Social Media

Referral Marketing DAB Partners

Marketing Monarchs

www.dabpartners.com â&#x20AC;˘ 813-965-1069 DAB Partners Dynamics ISVs rely heavily on referral relationships. DAB Partners offers outsourced services to help you grow and strengthen your referral partner network.

www.marketingmonarchs.com/ â&#x20AC;˘ 6172566178 Social Media Services Social Media Marketing bureau that works with partners to: overcome their digital marketing challenges, leverage the power of social platforms, maximize their social footprint, and ultimately drive more leads.

Sales Tax Management Service

Training

www.optimum.co.uk â&#x20AC;˘ 877-406-6078 Microsoft Dynamics EndUser Training Solutions Optimum design, develop & deliver bespoke Microsoft Dynamics end-user training programs for implementation & upgrade projects around the world.

International Software Systems intlsoftwaresystems.com/ â&#x20AC;˘ 714-379-0545 Success Is in the Details Personalized on-site or remote training. In English, French & Spanish!

Training Dynamo, LLC www.trainingdynamo.com â&#x20AC;˘ 203-308-5144 Microsoft Dynamics GP: YearEnd Workbook and Workshop The "Microsoft Dynamics GP: Year-End Workbook!" and customized "Workshop!" have been used by top GP Partners. Contact us to see how you can provide quality training materials to your clients!

Upgrades

Lanham Services help@lanhamservices.com â&#x20AC;˘ 928-846-4909 Upgrades Did you know you can upgrade your Lanham functionality without upgrading your NAV version? You can! Merit Solutions, Inc. www.meritsolutions.com/upgrade-me/ 630-614-7133 Upgrade365 Upgrade365 enables Microsoft Dynamics AX 2009 and 2012 users to more quickly and cost-effectively upgrade to Microsoft Dynamics 365 for Finance and Operations.

Writing/Documentation Services The Partner Marketing Group www.thepartnermarketinggroup.com 734-425-7414 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

International Software Systems intlsoftwaresystems.com/ â&#x20AC;˘ 714-379-0545 Success Is in the Details 100s of successful Microsoft Dynamics GP upgradesâ&#x20AC;&#x201C;Itâ&#x20AC;&#x2122;s what we do best!

Learn why JeďŹ&#x20AC; rey with StockIQ Technologies likes The List: The Partner featured for the ISV Partner Profile is randomly selected from those Partners participating in The List. To learn more about The Listresource contact for Jane@thepartnerchannel.com. â&#x20AC;&#x153;The List is a very valuable both Partners and customers. It is a one stop shop for finding ISVs with deep vertical expertise and solutions, who are committed to helping the Dynamics channel.â&#x20AC;?

JeďŹ&#x20AC;rey Porter, StockIQ Technologies

SERVICES

KEY:

D365 Customer Engagement/CRM

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL

Dynamics CRM

Online Trial Available

Mobile Enabled

D365 Business Central/NAV DYNAMICCOMMUNITIES.COM | FALL 2018

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First software product for formula based manufacturing in the Microsoft Dynamics reseller space. Integrates with Microsoft Dynamics GP, SL & NAV.

Powered by a team of software developers, technical experts, and business consultants with 30+ years of experience working with batch manufacturers.

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