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contents

TA BL E OF winter 2013

events The event calendar on www.CRM best sources UG.com and for the the weekly CRMUG® Events are added latest CRMUG event informatio newsletter are weekly, so check n as this list is your CRMUG event. back often and subject to change. get registered for the next exciting

Webinars

JANUARY 9 – CRMUG Summit 2012 Encore Microsoft Dynamics – Making CRM Dashboards Relevant for Anyone JANUARY 17 – CRMUG Summit 2012 Encore 50 Tips in 50 – Minutes

In Every Issue 5 From the Director 7 Community News 8 Events 9 Welcome to Our New Members 35 Name That Photo Contest 36 Academy Corner 37 The List, from The Partner Channel JANUARY 22 – CRMUG Summit Warrior: Using

2012 Encore – Road Microsoft Dynamics CRM on the Road

JANUARY 23 – Special Interest Dynamics CRM Admin and IT

Group (SIG): Microsoft Support

JANUARY 29 – CRMUG User Group Information Orientation and

JANUARY 29 – CRMUG Summit Beast of Microsoft

2012 Encore – Taming the Dynamics CRM Security

Magazine

8

this Issue:

Social CRM: What Is It and Why Does It Matter?

»

User Member Showcase: Black & Veatch Corporation

»

Wildly Creative Ways to Use Microsoft Dynamics CRM

winter 2013 t www.CRMUG.com

Features 10 Meet the Board 12 To Fear or Not to Fear 14 User Member Showcase

Advertiser Index AssureSign, LLC. . . . . . . . . . . . 15 ClickDimensions . . . . . . . . . . .34

16 19 20

D&B (Dun & Bradstreet) . . . . . 4 InsideView. . . . . . . . . . . . . . . . . . 6 Microsoft Convergence . . . . . .33 PowerObjects . . . . . . . . . . . . . .60

22 24

Scribe . . . . . . . . . . . . . . . . . . . . . 2

TO OUR N EW

sharing a little about who they are and

what they do.

Welcome The Research & Development Corporation of corporation responsible Newfoundland for improving and Labrador regional businesses, Newfoundland (RDC) is a provincial and academia, and Crown people, research government agencies Labrador’s R&D performance. opportunities RDC works with and departments, and infrastructure making strategic . investments in RDC has been a Premium Member physically removed since March 2012.

Located on an from the larger island on Canada’s community has Microsoft Dynamics blurred the boundaries east coast, they CRM community, are been invaluable and allowed sharing but “participation for us,” says Susan in the online of knowledge, Hynes, manager, financial operations. skills, and experience that has Welcome

to CRMUG, Susan and RDC! Welcome Partner membership also to the new this year! At press Members who time, 1,972 individual grand total of have invested Member organizations in CRMUG Premium new Members membership have joined the to 2,575. Each CRMUG community and CRMUG community, new Member as they share adds value not bringing the group’s their knowledge mission to share only to their own and experiences. their name publicly. organization, Please note that but also to the entire these organizations have given CRMUG per-

meetings are quarterly basis, scheduled on with the next a round starting up your Chapter in February. Look at www.crmug.co m/member-res regional-chapt ources/ ers and save the date for a meeting near you!

Premium Membe rs Added Last Quarter Farm

Aristech Acrylics LLC Block Vision Bob Pike Group

Cumberland International Trucks, LLC Fairfax County Government Dept of Info Tech

Credit Bank of Texas Humana, Inc.

International Pacifi c Halibut Commission NTELOS Pioneer Metal Finishing

Pokagon Band of Potawatomi Indians Talentum Oyj VvAA Groep bv

Premium Partne r Members Added Last Ignify Quarter

DFC Consultants, Ltd. Dun & Bradstreet

Wennsoft

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

CRMUG Magazine

Winter 2013

9

by InsideView

W

hether ’tis nobler to ban social media as the dangerous time waster it threatens to accept it as to be, or a trend too huge to be ignored.

Those are the choices Why Embrace sales organizations Social CRM? with today when wrestle » Lead-to-oppo Social CRM. it comes to the Neither is very rtunity conversion question of appealing. Both rates inInto that fear-driven crease 30%-50% are driven by conundrum, I fear. on average Embrace Social interject a third » Win rates grow CRM, not because alternative.

10%-15% ignore, but because it’s a trend you » Sales rep productivity can no longer it will empower sell, and service your organization improves by reducing your Customers to market, research time more efficiently It’s that simple.

70%+ What’s more, and effectively. » Reduces sales as your sales, teams realize marketing, and cycle time 20%-50% greater success support – as a result tools – you will of using Social see CRM adoption CRM soar.

True, Social CRM is a growing how big Gartner trend. $2.1 First things fi billion. That’s expects the Social rst, let’s define year (2012).

CRM industry what Social CRM I won’t pretend That’s 10 percent to be this is. For starters, to come up with of the total CRM whopping 147 the ultimate defi probably as many percent increase market and a nition; there are definitions as over 2011. And consumer sales. there are social sites. But I think it’s not just for media tools and these two examples A significant explain it well. amount of the growth in Social attributed to business-to-bu “Social CRM CRM will be siness applications, adds a new dimension Gartner’s report, view of Customer according to which indicates to the traditional relationship management. that about 30 CRM spending percent of social on people rather by 2015 will The focus is be dedicated than That’s especially to B2B applications. ongoing conversations technology. It’s about joining notable given that those same the accounted for our Customers only five percent already engaged applications and prospects of the market in – not trying are Fighting such in 2011. to control them. a wave is dangerous. ” not much better.

Yet riding it out Either way, you of fear is Co-founder and Brent Leary, run the risk of how to use it Partner of CRM effectively to missing out on Essentials LLC drive your bottom Social CRM is line.

“Social CRM so much more is the connection than frivolous character “conversation.” banter and a of social data it may be) And it’s not about 140 (wherever with existing relationships – technology replacing Customer records a fear many sales solutions) to arm organizations (CRM companies with technology to have. It’s about enhance relationship new forms of Customer intelligence.” using selling and to increase wins.

Jeremiah Owyang, Partner and Industry Analyst at Altimeter Group

12

That is the Social Question

To sum it up, Social CRM is about using social networks, blogs, media (social Internet forums, social connections, generated content) and any to better understand other form of Userhe found that had connections Customers and both his CEO and engage with prospects. and manager inside the prospect your CEO, and then Social CRM company. He helps you get used his boss’ alerted his to know the connection to to begin the contact data. people behind set up a meeting sales process It helps you the while the CEO understand what conversation at night, so initiated a high-level you can propose to ensure keeps them up solutions without alert, plus connections executive sponsorship. time on fact-fi The result? One nding expeditions. wasting their – both derived resulted in Joe It helps you decipher reach out, who from social channels making quota. to engage with, when to – and what to talk it gives you a Account Management. window into about, because their world.

Relationship checks her Watchlists Social CRM manager “Teresa” doesn’t necessarily first thing each of changes in with Customers mean you need morning to keep her customers’ via social channels, to converse track companies. One customers is an option. Its although very involved that is certainly of her biggest power is found in industry blogs, tracks their glean from these in the intelligence and her Watchlist blogging activity channels – data, you so she learns a new business connections actionable insights, can right away – that initiative or and industry development when an opportunity relevant conversationshelp you enter into more meaningful, or roadblock to creates with Customers gives her a sense for both an upcoming in whatever way reason to pick of you, be it by renewal. It makes up the phone email, phone, relationship. face meeting, snail mail, face-toand deepen or Twitter. the Participating Let’s get practical. in online communities Here are a few and Customers have become examples of how that your prospects more successful are involved our clients in is another using the social It helps you provide. form of Social learn more about intelligence we CRM. them and begin relationships.

Lead Qualifi You might blog to establish cation. Before about your brand “Briana,” a lead on Customers’ specialist, picks blogs, host a qualification or comment up the phone, product demo she scans the respond to a we deliver inside social intelligence on YouTube, Customer concern her CRM records or Twitter. These so she can keep expressed on to learn about are just a few Facebook or them on the her leads of the myriad phone longer work for you.

Her ineffective ways Social CRM than 30 seconds. cold calls have can been replaced productive conversations with informed, CRMUG .

InsideView, a Sales. One morning provider “Joe” received sales and marketing of sales intelligence solutions a key prospect an InsideView acquiring their alert about for B2B organizations, #1 competitor, intelligence inside be one of his delivers social who happened company’s customers.

Microsoft Dynamics customer to social intelligence Reviewing the CRM, bringing its clients need prospect’s all the into one place, in and win.” For so they more information, visit www.insidevie can “get w.com.

CRMUG Magazine

Winter 2013

13

Wildly Creative Ways to Use Microsoft Dynamics CRM CRMUG Summit Review Member in Action Upward Sports Lead the Way to Better Business Tips & Tricks Automatically Following Records Matching a Condition

26

Microsoft Member Showcase David Pennington

28 32

Breaking Down Social CRM

®

www.CRMUG.com

members

W ELCOM E This quarter we’d like to feature one of our new to Susan Hynes CRMUG ® Members, of RDC!

Black & Veatch Corporation

CoreMotives, a Silverpop company . . . 30-31

Magazine

MARCH 18-21, 2013 Microsoft Dynamics Convergence 2013 New Orleans, LA www.microsoft .com/dynamics /convergence OCTOBER 21-25, 2013 CRMUG Summit 2013 Tampa, FL crmugsummit.c om/summit201 3 Registration Opens Spring 2013

Regional Chapte rs CRMUG’s Regional Chapter

INFO

In

»

In-person Events

JANUARY 31 – FEBRUARY 1 The CRMUG Event – Rome 2013 Microsoft Rome www.crmug.co m/conferences /rome2013

ISV Partner Member Showcase Xactly

Winter 2013

3

360 Increase CRM Adoption Across Your Enterprise 100+ million professional contacts

30,000 global data sources

215 million records

The D&B &B B Global Database Databas ba ase

continuously updated 3+ million corporate family trees 200+ countries and territories Sales and marketing professionals use D&B360 for: • Trusted, real-time business data

D&B360. From the world’s leading source of commercial information and insight on businesses.

• Seamless integration with DynamicsCRM • Time-saving benefits – no need to enter data manually • Accurate company and contact data • Visibility into upsell and cross-sell opportunities Learn more: dnb.com/CRMUG

© 2012 Dun & Bradstreet

Make Time to Collaborate Tony Stein

F ROM T H E

director

T

here is no doubt the CRM industry is astir from all the social activity and relationships popping up virtually. Additionally, Microsoft’s introduction of Activity Feeds in Microsoft Dynamics CRM 2011 and its recent acquisition of Yammer infuses a whole new array of capabilities that we’ll all get to consume in due time. This edition of CRMUG® Magazine will dive a little further into the concepts and technologies that surround Social CRM. And don’t worry; the social buzz hasn’t eluded CRMUG. We are thrilled so many of you have quickly adopted CRMUG Collaborate as your one-stop-shop for all things CRMUG. Introduced at CRMUG Summit 2012 in Seattle, this new social and collaboratively-inspired community is available to all CRMUG Members at http://community.CRMUG.com. It allows you to make connections with one another, ask and answer questions, and share files, documents, blogs, and more. It also pulls in the latest CRM industry news and blogs, CRMUG Regional Chapter meetings, virtual events, and social activities. We hope your CRMUG experience is enhanced by CRMUG Collaborate as you share in virtual discussions, stay informed on what’s happening, and find and connect with Members via the Member Directory. Don’t miss out on the important connections and conversations that are happening in your community. Within the first month that CRMUG Collaborate was available to CRMUG Members, 388 messages were exchanged between Members around 126 unique discussion topics; there were 1,194 blog views, and nearly 1,000 different CRMUG Members logged on. Albeit virtual, the expertise shared, the connections being made, and the learning that is happening is credible, real, and engaging.

As you prepare for the new calendar year, I’d like to remind you that your expertise is warranted and needed within CRMUG. We like to ask, “What is your forte?” Can you write and share tips and tricks, do you enjoy public speaking, will you share knowledge on a webinar, and/or will you lead a Regional Chapter discussion or breakout session at Convergence or CRMUG Summit? We all benefit by sharing and connecting with one another, and I encourage you to get off the sidelines and onto the playing field. You hold a wealth of Microsoft Dynamics CRM knowledge, and you’re encouraged to pay it forward.

Please contact me at Tony@CRMUG.com to let me know your forte. Thanks to all Members already actively involved, and to those of you who will contribute your Microsoft Dynamics CRM expertise to the community in 2013, thank you!

Thanks, too, for a great CRMUG Summit 2012. Enjoy CRMUG Collaborate, and we’ll see you at Microsoft Convergence 2013 in New Orleans. Have a wonderful winter!

Sincerely,

Tony Stein CRMUG Director

Winter 2013

5

Gets You Inside Inside your prospect’s world. Inside their social networks.

Inside the issues that matter to them in real time.

All inside Dynamics CRM. oƏ"NLOKDSDƏ"NLO@MXƏ Ə/DNOKDƏ#@S@ oƏ BSHNM@AKDƏ!TRHMDRRƏ(MRHFGSR oƏ!QD@JHMFƏ-DVRƏ Ə KDQSR o !TRHMDRRƏ Ə2NBH@KƏ"NMMDBSHNMR Improves Data Accuracy. Boosts WIN Rates. Drives CRM Adoption.

Are you an Insider? Sign up today, free.

Visit: www.insideview.com/Microso For more information about InsideView, visit www.insideview.com

news Community News Allmand Introduces Maxi-Lite Mine Spec Light Tower Allmand introduced its new Maxi-Lite Mine Spec light tower line at MINExpo 2012 in Las Vegas. Building on its successful Maxi-Lite brand, Allmand has taken the Maxi-Lite to the next level with the Mine Spec series light towers, designed specifically for the rigorous safety, environmental, and operating demands of the mining industry. Configured in three distinct models (Spec I, Spec II, and Spec III), all feature four or six Allmandexclusive SHO-HD 1250-watt metal halide lighting system as standard equipment. The Maxi-Lite Mine Spec with its higher lumen output per lamp will evenly illuminate more area than any competitive light tower, even those with the same number of 1500-watt metal halide lights. Greater lumen output means that fewer light towers are required to illuminate a given area, resulting not only in lower initial purchase or rental cost, but also in lower fuel, oil, and maintenance expenses.

Black & Veatch Technology Critical to World’s First Floating LNG Liquefaction Unit Black & Veatch will provide technology and services for the world’s first floating LNG liquefaction, regasification, and storage unit, called EXMAR EXPORT™. It will be a non-propelled barge moored to a jetty, supplied with gas by pipeline from an onshore field in Colombia. (Editor’s note: you can learn more about Black & Veatch on page 14 of this issue.)

Greenstone Awards $21,000 in Scholarships to College Students Eight students at Michigan State University (MSU) and one student at the University of Wisconsin (UW) have been awarded

scholarships from GreenStone Farm Credit Services. Three College of Veterinary Medicine awards were presented in the 2012 spring semester, while the remainder of the awards has been presented for the fall 2012 semester. Scholarship award winners were evaluated on a wide range of qualifications and are required to pursue a degree program related to agriculture. “We are proud to be able to help these young people further their education and prepare for a career in the agricultural industry,” said Melissa Rogers, GreenStone’s vice president of marketing and public relations. “From the field to the boardroom, career prospects in agriculture are nearly endless and offer individuals the opportunity to be involved with a booming industry that affects each and every person around the world.”

Medline Named 2012 Illinois Large Family Business of the Year Medline Industries, Inc. has been named the 2012 Illinois Family Business of the Year in the large company category by the Family Business Center at Loyola University Chicago’s Quinlan School of Business. The 19th annual awards program recognized “exceptional Illinois-based family businesses that demonstrate a strong commitment to business development, family, and the greater-Illinois community.” The award reflects Medline’s strong commitment to business, family, and community.

Based in Mundelein, Illinois, Medline is the largest privately-held manufacturer and distributor of medical and surgical supplies in the United States. The company’s roots date back to 1910 when A.L. Mills started sewing butchers’ aprons for workers in the Chicago stockyards and quickly moved on to making apparel for nurses and doctors. Today, the company is managed by the fourth generation of the Mills family and has more than 2,400 employees in Illinois and almost 9,000 worldwide.

CRMUG

If you have newsworthy events or happenings in your organization that you would like to see published in a future issue of CRMUG Magazine, please submit the info to Bob@CRMUG.com for consideration. The news could be related to Microsoft Dynamics CRM, CRMUG, awards, accreditations, or recognition for you, your teammates, or your organization – the same type of information you might include in your company newsletter or on the news section of your website. Let the community know what’s happening!

Winter 2013

INFO

Share your big news with the CRMUG® community!

7

events The event calendar on www.CRMUG.com and the weekly CRMUG® newsletter are your best sources for the latest CRMUG event information as this list is subject to change.

Events are added weekly, so check back often and get registered for the next exciting CRMUG event.

Webinars

In-person Events

JANUARY 9 – CRMUG Summit 2012 Encore – Making Microsoft Dynamics CRM Dashboards Relevant for Anyone

JANUARY 31 – FEBRUARY 1, 2013 The CRMUG Event – Rome 2013 Microsoft Rome www.CRMUG.com/conferences/rome2013

JANUARY 17 – CRMUG Summit 2012 Encore – 50 Tips in 50 Minutes JANUARY 22 – CRMUG Summit 2012 Encore – Road Warrior: Using Microsoft Dynamics CRM on the Road JANUARY 23 – Special Interest Group (SIG): Microsoft Dynamics CRM Admin and IT Support JANUARY 29 – CRMUG User Group Information and Orientation JANUARY 29 – CRMUG Summit 2012 Encore – Taming the Beast of Microsoft Dynamics CRM Security

MARCH 17, 2013 CRM Partner Connections PreGAME New Orleans, LA www.CRMUG.com/conferences/pregame MARCH 18-21, 2013 Microsoft Dynamics Convergence 2013 New Orleans, LA www.microsoft.com/dynamics/convergence OCTOBER 21-25, 2013 CRMUG Summit 2013 Tampa, FL CRMUGsummit.com/summit2013 Registration Opens Spring 2013

Regional Chapters CRMUG’s Regional Chapter meetings are scheduled on a quarterly basis, with the next round starting in February. Look up your Chapter at www.CRMUG.com/member-resources/ regional-chapters and save the date for a meeting near you!

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CRMUG Magazine

members

W ELCOM E TO OUR NEW

This quarter we’d like to feature one of our new CRMUG® Members, sharing a little about who they are and what they do. Welcome to Susan Hynes of RDC!

The Research & Development Corporation of Newfoundland and Labrador (RDC) is a provincial Crown corporation responsible for improving Newfoundland and Labrador’s R&D performance. RDC works with regional businesses, academia, and government agencies and departments, making strategic investments in people, research opportunities, and infrastructure.

RDC has been a Premium Member since March 2012. Located on an island on Canada’s east coast, they are physically removed from the larger Microsoft Dynamics CRM community, but “participation in the online community has blurred the boundaries and allowed sharing of knowledge, skills, and experience that has been invaluable for us,” says Susan Hynes, manager, financial operations.

Welcome to CRMUG, Susan and RDC! Welcome also to the new Members who have invested in CRMUG Premium membership and Partner membership this year! At press time, the group’s grand total of Member organizations is 2,575. Each new Member adds value not only to their own organization, but also to the entire CRMUG community as they share their knowledge and experiences. Please note that these organizations have given CRMUG permission to share their name publicly.

Premium Members Added Last Quarter Aristech Acrylics LLC Block Vision Bob Pike Group Cumberland International Trucks, LLC Fairfax County Government Dept of Info Tech

Farm Credit Bank of Texas Humana, Inc. International Pacific Halibut Commission NTELOS Pioneer Metal Finishing

Pokagon Band of Potawatomi Indians Talentum Oyj VvAA Groep bv

Premium Partner Members Added Last Quarter DFC Consultants, Ltd. Dun & Bradstreet

Ignify Wennsoft

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

CRMUG

Winter 2013

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board

MEET THE

Andreas Kraemer Wells Fargo LOCATION Washington, DC EMAIL Andreas.kraemer@wellsfargo.com TITLE CRM Business Owner INDUSTRY Financial Services

What has been your greatest personal benefit from being a Member of CRMUG®?

The knowledge exchange between the Members. Open discussions and the willingness to help each other around CRM-related issues have been very valuable. From a personal perspective, I am happy to support the CRM community in a leadership role as chairman of the board and evangelize the community factor of CRMUG across multiple regions within the U.S. as well as in Europe in 2013.

What was your favorite thing about attending Summit 2012?

I enjoyed the interaction with other attendees. Learning about their successes and challenges. I also enjoyed the Microsoft Conduits, no matter if they were more around product development or more strategic in nature. Seeing familiar faces, making new friends, and socializing with long-term Partners and Users is always a highlight.

Can’t wait for CRMUG Summit 2013!

Donna Edwards TCC Software Solutions LOCATION Wilmington, North Carolina EMAIL Edwardsdna@msn.com TITLE Principal Consultant INDUSTRY Software Development

What has been your greatest personal benefit from being a Member of CRMUG? The people, without a doubt. The Microsoft Dynamics CRM community is strong, passionate, engaged, intelligent, and creative.

What was your favorite thing about attending Summit 2012?

Again, I have to say, it comes down to the people. From the Dynamics Communities team that makes Summit happen to the Partners, ISVs, and attendees; interacting with people, sharing ideas, helping people solve their challenges, having an opportunity to reconnect, network, and learn is what Summit is all about. Unlike Convergence, Summit is a smaller gathering of people with a focus on learning, sharing, and connecting, which results in greater opportunities to build relationships.

Gretchen Opferkew PowerObjects LOCATION Minneapolis, Minnesota EMAIL Gretchen@powerobjects.com TITLE Director of Education INDUSTRY Microsoft Partner focused solely on Microsoft Dynamics

10

CRMUG Magazine

What has been your greatest personal benefit from being a Member of CRMUG? Connecting with organizations who have implemented Microsoft Dynamics CRM keeps me on the continual cycle of learning and sharing. Whether it’s information on the technical aspects of the Microsoft Dynamics CRM application, knowledge of business processes, or wisdom regarding training and User adoption, the User group is a wellspring of diverse experiences.

What was your favorite thing about attending Summit 2012?

Opening up discussions in the breakout sessions helped the Users learn as much from each other as they did from the instructor and the presented materials. People were very willing to share their knowledge and experience, which made for a rich learning environment.

Jeff Beelman Hitachi Solutions LOCATION Cedar Rapids/Iowa City, Iowa EMAIL Jbeelman@hitachi-solutions.com TITLE Senior Manager INDUSTRY IT Solutions

What has been your greatest personal benefit from being a Member of CRMUG? The ability to network and engage with other Members through a variety of channels. From webinars, local chapters, online communities, or Convergence, I have many venues and opportunities to enhance my overall CRM investment.

What was your favorite thing about attending Summit 2012?

To be simplistic, it was amazing to see the overall attendance, to be a part of a community that continues to grow, and specifically, to grow at such a rapid pace. Overall it was just amazing to see the excitement and buzz surrounding CRM now and what is coming in the future.

Rosalee Allan Pathology Associates Medical Laboratories (PAML) LOCATION Spokane, Washington EMAIL Rallan@paml.com TITLE Chief Operations Officer INDUSTRY Medical/Healthcare

What has been your greatest personal benefit from being a Member of CRMUG? The networking has been the best benefit.

What was your favorite thing about attending Summit 2012?

I like being able to target specific areas where I want to learn more.

There is a wide variety to choose from and many options to get information.

Winter 2013

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by InsideView

12

CRMUG Magazine

Why Embrace Social CRM? »» Lead-to-opportunity conversion rates increase 30%-50% on average »» Win rates grow 10%-15% »» Sales rep productivity improves by reducing research time 70%+ »» Reduces sales cycle time 20%-50%

INFO

W

hether ’tis nobler to ban social media as the dangerous time waster it threatens to be, or to accept it as a trend too huge to be ignored.

Those are the choices sales organizations wrestle with today when it comes to the question of Social CRM. Neither is very appealing. Both are driven by fear.

Into that fear-driven conundrum, I interject a third alternative.

Embrace Social CRM, not because it’s a trend you can no longer ignore, but because it will empower your organization to market, sell, and service your Customers more efficiently and effectively.

It’s that simple. What’s more, as your sales, marketing, and support teams realize greater success – as a result of using Social CRM tools – you will see CRM adoption soar.

True, Social CRM is a growing trend. $2.1 billion. That’s how big Gartner expects the Social CRM industry to be this year (2012). That’s 10 percent of the total CRM market and a whopping 147 percent increase over 2011. And it’s not just for consumer sales.

A significant amount of the growth in Social CRM will be attributed to business-to-business applications, according to Gartner’s report, which indicates that about 30 percent of social CRM spending by 2015 will be dedicated to B2B applications.

That’s especially notable given that those same applications accounted for only five percent of the market in 2011.

Fighting such a wave is dangerous. Yet riding it out of fear is not much better. Either way, you run the risk of missing out on how to use it effectively to drive your bottom line.

Social CRM is so much more than frivolous banter and a 140 character “conversation.” And it’s not about technology replacing relationships – a fear many sales organizations have. It’s about using technology to enhance relationship selling and to increase wins.

First things first, let’s define what Social CRM is. For starters, I won’t pretend to come up with the ultimate definition; there are probably as many definitions as there are social media tools and sites. But I think these two examples explain it well.

“Social CRM adds a new dimension to the traditional view of Customer relationship management. The focus is on people rather than technology. It’s about joining the ongoing conversations our Customers and prospects are already engaged in – not trying to control them.”

Brent Leary, Co-founder and Partner of CRM Essentials LLC “Social CRM is the connection of social data (wherever it may be) with existing Customer records (CRM solutions) to arm companies with new forms of Customer intelligence.”

Jeremiah Owyang, Partner and Industry Analyst at Altimeter Group

That is the Social Question To sum it up, Social CRM is about using social media (social networks, blogs, Internet forums, and any other form of Usergenerated content) to better understand and engage with your Customers and prospects.

Social CRM helps you get to know the people behind the contact data. It helps you understand what keeps them up at night, so you can propose solutions without wasting their time on fact-finding expeditions. It helps you decipher when to reach out, who to engage with, and what to talk about, because it gives you a window into their world.

Social CRM doesn’t necessarily mean you need to converse with Customers via social channels, although that is certainly an option. Its power is found in the intelligence you can glean from these channels – data, actionable insights, and connections – that help you enter into more meaningful, relevant conversations with Customers in whatever way makes sense for both of you, be it by email, phone, snail mail, face-toface meeting, or Twitter.

Let’s get practical. Here are a few examples of how our clients have become more successful using the social intelligence we provide.

Lead Qualification. Before “Briana,” a lead qualification specialist, picks up the phone, she scans the social intelligence we deliver inside her CRM records to learn about her leads so she can keep them on the phone longer than 30 seconds.

Her ineffective cold calls have been replaced with informed, productive conversations.

Sales. One morning “Joe” received an InsideView alert about a key prospect acquiring their #1 competitor, who happened to be one of his company’s customers. Reviewing the prospect’s

social connections, he found that both his CEO and manager had connections inside the prospect company. He alerted his CEO, and then used his boss’ connection to set up a meeting to begin the sales process while the CEO initiated a high-level conversation to ensure executive sponsorship. The result? One alert, plus connections – both derived from social channels – resulted in Joe making quota.

Account Management. Relationship manager “Teresa” checks her Watchlists first thing each morning to keep track of changes in her customers’ companies. One of her biggest customers is very involved in industry blogs, and her Watchlist tracks their blogging activity so she learns right away when a new business initiative or industry development creates an opportunity or roadblock to an upcoming renewal. It gives her a reason to pick up the phone and deepen the relationship.

Participating in online communities that your prospects and Customers are involved in is another form of Social CRM. It helps you learn more about them and begin to establish relationships. You might blog about your brand or comment on Customers’ blogs, host a product demo on YouTube, or respond to a Customer concern expressed on Facebook or Twitter. These are just a few of the myriad ways Social CRM can work for you.

CRMUG InsideView, a provider of sales intelligence solutions for B2B sales and marketing organizations, delivers social customer intelligence inside Microsoft Dynamics CRM, bringing all the social intelligence its clients need into one place, so they can “get in and win.” For more information, visit www.insideview.com.

Winter 2013

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showcase

Black & Veatch Corporation

Company Black & Veatch Corporation Headquarters Overland Park, Kansas Interviewees Tim Thorpe and Leslie Guffey Email Corporateinfo@bv.com website www.bv.com Established 1915 Total Workforce 10,000 Microsoft Dynamics CRM User Since 2007 Number of users 1,200 CRMUG® Member Since 2009

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user member

B

Gaining from Greater Insight

lack & Veatch is an employeeowned, global leader in building Critical Human Infrastructure™ in energy, water, telecommunications, and government services. Since 1915, they have helped their clients improve the lives of people in more than 100 countries through consulting, engineering, construction, operations, and program management.

Black & Veatch implemented Microsoft Dynamics CRM in 2007 after outgrowing a proprietary system and the use of many separate processes across the company. The company primarily uses Microsoft Dynamics CRM for the sales force automation and marketing modules.

A project is now underway to go-live with Microsoft Dynamics CRM 2011 in early 2013, and Leslie Guffey, senior analyst for Black & Veatch, is excited about a number of the enhancements they’ll realize immediately.

“We have different operating divisions with unique characteristics, but we also have the need to work as a whole to meet our clients’ needs,” says Leslie. “Things like eliminating the need for java script and the one-to-many forms will make customizations and enhancements much easier than in the past.”

Leslie is also excited about implementing dashboards, with a standard page for most Users and customized dashboards for senior executives, seeing them as another opportunity to drive further User adoption.

Black & Veatch also implemented InsideView in 2011 to gain greater insight into their clients without their Users having to spend the additional time on research.

“We struggled early on with User adoption, and this is something that gives back to our Users, giving them another reason to

open Microsoft Dynamics CRM to see the information that is available on their opportunities,” says Leslie. “We’re a little over a year into the implementation, and we have received feedback from multiple salespeople that they think the product is awesome, and they’re glad to have the tool.”

Tim Thorpe, director of global marketing and communications, shared that Black & Veatch is looking to drive greater usage across the global organization, especially since early reports have found that the information gathered from InsideView in other countries, including the government sector of each, has been valuable.

“In sales, information is power. Knowing what is transpiring and what the key individuals are saying about our marketplace is invaluable,” says Tim. “To win business, we need to know the movements of our clients and competitors related to specific projects. The customized search agents in InsideView give us valuable information to help us be successful.”

From a User perspective, both Tim and Leslie have found that the CRMUG Community, especially the Users they meet at CRMUG Summit and Regional Chapter meetings, has been an asset to them as they prepare for their upgrade and plan how to best leverage the robust information they now have for their clients.

“Meeting with other companies that are local to our market, similar in scale, and have similar challenges has been valuable,” says Tim. “We’ve also really enjoyed the User-led sessions with people who have done the work already,” says Leslie. “When things come up outside the conference, we’ll be able to follow up with them for advice and an understanding ear.”

CRMUG

8Wildly 24Creative The First

of

Ways

Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers

by CRM Software Blog

Editor’s Note: This article comes to you from a report published by the gurus at www.CRMSoftwareBlog.com.

We’re sharing the first eight Microsoft Dynamics CRM usage examples here; we invite you to read the additional 16 examples at www.CRMUG.com/news/24wildlycreative wayscompaniesuseCRM.pdf.

There is a Reason We Used “Wildly Creative” When we started collecting the stories about how Microsoft Dynamics CRM is being used by some of the thousands of companies around the country, we couldn’t believe what we heard. Using Microsoft Dynamics CRM to do the heavy lifting, organizations and their Microsoft Partners are automating tasks and simplifying operations in every facet of their businesses – it’s not limited to Customers. Because of the growing number of ways that Microsoft Dynamics CRM is being used, the term XRM has been coined.

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What Do CRM and XRM Really Mean?

While the acronym CRM officially stands for Customer Relationship Management, the word “Customer” can be replaced with “Constituent” in the case of government or with “Member” in the case of non-profits. Same idea, same relationships.

Taking that concept one step further, XRM refers to Anything Relationship Management (they just had to use an “X” to be hip). It’s still Microsoft Dynamics CRM at the core, but the system is so flexible and powerful that businesses are using it for everything from scheduling jet ski rentals to organizing largescale events to…well, you’ll see. That’s why we wrote this report.

Real-life Examples to Inspire Currently more than two million Users, working at 30,000 companies around the globe, depend on Microsoft Dynamics CRM to manage sales, marketing, and operations. And those organizations look to the 1,200 certified Microsoft Dynamics CRM Partners to solve unique business problems with CRM. The examples that follow are real, gathered from Partners working with all types of businesses to help them get the most from their CRM software. Any one of these ideas may work for your business, non-profit, or agency. Take the time to think about how each one might apply to your unique situation.

#1

Predict the Future

Identify buying patterns to predict future purchases.

Companies are using purchase information collected in Microsoft Dynamics CRM to help them market more effectively to their Customers. By analyzing the products that all Customers purchase, you can predict additional products that any one Customer will purchase.

Example: By using CRM to combine multiple external ticketing systems with their historic Customer data, a National League baseball team has deeper insight into their Customers’ buying habits and preferences. This season, the team has already started running promotions to ticket holders based on their past and expected future purchases. Go team!

Predictive analytics with Microsoft Dynamics CRM data can also help you estimate the number of Customers in danger of being lost, the expected lifetime value of Customers, and the products that Customers are more likely to buy together.

#2

Enlighten a Student

Manage online class registration automatically.

Setting up classes in Microsoft Dynamics CRM allows you to track dates, signups, and class documents in one centralized place. When a student registers for a training class on the website, you can easily set up workflows through CRM to ensure each step in the process happens automatically, like: »» Alert the class instructor when someone registers for his/ her class »» Send registration confirmations to students »» Alert marketing to responses and registration »» Send payment information directly into the ERP/ accounting system In addition to automating the registration process, track Winter 2013

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student activity like attendance, grades, certifications, and course evaluations. Also track and report on marketing activities, including social media, to measure the success of campaigns. Now, that deserves an A+.

#3

Shepherd Your Flock

Today’s churches and other membership organizations need creative ways to manage membership, missions, fundraising campaigns, outreach, and donations. You can make participation easier for your congregation with member spiritual growth paths, volunteer services, event management, and facilities scheduling.

Microsoft Dynamics CRM helps churches do a better job managing: »» Membership services »» Volunteers and events »» Pledge and contribution programs »» New member assimilation »» Internal and external communications »» Multi-site operations Because Microsoft Dynamics CRM is fully integrated with Office and Outlook, it’s easy for staff and volunteers to use. Web-based portals give you the tools to work with young parishioners on their terms. What a blessing!

#4

Breathe Easier

For medical product manufacturers and distributors, consumer protection is at the top of the priority list. While some companies are satisfied meeting compliance requirements, some are looking for more.

With Microsoft Dynamics CRM, medical device companies can: »» Automatically notify product owners of a warning or recall »» Answer product questions with confidence using a CRM-based knowledgebase »» Suggest additional products that could enrich a Customer’s life

Tracking products — from medical devices to precision machinery — when lives depend on them is serious business. Serial number spreadsheets and silos of Customer information can’t support fast response. Microsoft Dynamics CRM gives manufacturers, distributors, and hospitals product lifecycle visibility from source parts to end User. You’ll breathe easier having the information at your fingertips.

#5

Make an Offer She Can’t Refuse

Keep your sales team laser-focused on the most important leads. With automated lead scoring, you can separate the tire kickers from those ready to drive off the lot.

Example: A motorcycle accessory distributor uses email and social media campaigns to promote their cycle gear to the riding community. The marketing department has used historic data to define the predictors of purchase decision. Each click-through or download is tracked and reflected in the “rating” of the lead.

When the lead reaches a rating of seven, it’s time to send the prospect a promotional offer that she can’t resist. Microsoft Dynamics CRM automatically tracks the values and sends the email when the time comes. Easy riding!

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#6

Soak in the View

Provide sales reps with access to all the information they need to manage their accounts in easy-to-see centralized views. From product inventory and credit history information to photos of the owners and facility – bring it all together.

Example: When a gas station franchise management company wanted to increase sales and cut costs at the same time, they looked to Microsoft Dynamics CRM. Instead of sending sales teams to the field repeatedly, they could give them all the information needed to make a phone sale in a visual dashboard. It’s almost as good as being there in person.

The sales team has relevant conversations with the store manager – they know what products and services they offer and where they are located. They know his sales – probably better than he does and can help him maximize the revenue and manage costs at the gas station.

Fill ’er up!

#7

Promote Civic Pride

Government agencies across the country are using Microsoft Dynamics CRM to improve services to the community.

Example: To better serve its roughly 230,000 residents, a city set up a 311 non-emergency call center. In peak months, the center handles up to 400 calls each day resolving everything from trash removal and street repair to non-emergency police calls and environmental code inspections.

Using Microsoft Dynamics CRM, the 311 system helps the city respond to citizen requests more effectively. Because data in the system is stored hierarchically, call center representatives can view related issues when fielding new requests. This contextual information helps representatives be more responsive to citizen questions and issues. Constituent portals, built on Microsoft Dynamics CRM, allow citizens to avoid the red tape and get the services they need while cutting costs for the municipality. Power to the people!

#8

Set Off Alarms

Everyone is busy. It’s easy to put off the call to the hesitant buyer or response to the email about the backorder. But each delay puts your business a little further behind…and you don’t even know it’s happening.

If you spent all your time making sure that every task got done on time, you wouldn’t have time to do anything else. Microsoft Dynamics CRM can be the early warning system for the tasks and activities that fall behind.

Alerts can help keep your team on track to deliver service that will delight your Customers and close deals faster. Just a few of the ways companies are currently using alerts include: »» Parts that had been on order and not received for three days »» Repair jobs that had not been started in 24 hours »» Sales quotes that haven’t been followed up in two weeks An alert dashboard will give everyone in the department or company a visual reminder of high-priority tasks. You’ll be able to easily recognize those who work hard to deliver on time. Bonus time!

Over so soon? Check out the additional 16 examples at www.CRMUG.com/news/24wildlycreativewayscompaniesuse CRM.pdf.

CRMUG

REVIEW:

CRMUG Summit 2012

C

RMUG® Summit was a fantastic opportunity for Users, Partners, and Microsoft team members to connect, learn, and share. 353 attendees gathered to engage in the 91 interactive learning sessions, roundtable discussions, and valuable networking opportunities in Seattle, Washington. Posted here are some of the key highlights of this year’s event. We hope to see you next year to continue building relationships, knowledge, and memories.

Top Rated CRMUG Summit Sessions

»» Automating Business Processes in Microsoft Dynamics CRM »» Windows 8 and Microsoft Dynamics CRM Application and Development »» Everything You Wanted to Know About ADFS »» Upgrading Complex Systems to Microsoft Dynamics CRM 2011 »» Making Microsoft Dynamics CRM Dashboards Relevant for Anyone »» 50 Tips in 50 Minutes »» Road Warrior: Using CRM on the Road »» Taming the Beast of Microsoft Dynamics CRM Security CRMUG

“This was my first conference and it was a blast. I met so many great people and learned so much. I can’t wait to get back home and apply the knowledge. Looking forward to Summit 2013.”

—Robert El, Bob Pike Group

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Focusing on

4-1-WON

4

ON KEN GIBSON

-1-Won. That’s the vision of Upward Sports. In more clearly defined terms, they want to reach four million kids, through one million leaders for the purpose of winning hearts. A lofty goal, but an important one.

Upward Unlimited, doing business as Upward Sports, is a Christian sports ministry that works with churches to provide the best sports experience in which every child has an equal opportunity to play while learning life lessons.

“We want to bring children closer to Jesus through opportunities such as sports,” says Ken Gibson, database administrator and business analyst for Upward Sports. “We want parents to think of us as a Upw safe place for kids to enter sports without putting extra stress on the family.”

Taking the Stress Out Those who have logged numerous hours in the bleachers know the stress of participating in sports, from lugging, buying, and keeping track of gear and kids to the number of hours practice, games, and travel to both take.

Upward Sports chose to take as much stress out as possible, scheduling only one practice and one game per week, focusing instead on providing a fun, safe environment to learn sport and life skills. While the organizers of each league are churches, the intention is that this isn’t a traditional “church league” that only plays against other churches. Instead, Upward Sports desires for the church to be an outreach to the community, bringing community members into the churches’ safe environments.

“The unique thing about our programs is that every kid gets to play. There’s no better way to learn a skill than to use it,” says Ken. “While we’re not a cutthroat league, it is competitive.”

Managing a Million Moving Things In 2012, more than 550,000 children in 48 U.S. states and Canada participated in Upward Sports’ basketball, cheerleading, soccer, and flag football teams.

As if the thought of 555,000 children running around isn’t dizzying enough, the Spartanburg, South Carolina-based organization works with more than 2,600 church partners to provide them with everything they need to run the programs, including training materials, coaches’ playbooks, director and referee manuals, advertising materials, jerseys, Gospel tools, and awards.

The company turned to Microsoft Dynamics CRM to help them keep tabs on those items and more.

“I was a contractor when we purchased Microsoft Dynamics CRM in 2005,” says Ken. “We had a different contact management system at that point, where each department kept information in various spreadsheets. We went to Microsoft Dynamics CRM as we could see the high growth rate on the horizon and needed a centralized tool to keep up with our church partners.”

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action

MEMBER IN

Upward leadership was already using Microsoft Dynamics GP and saw the two applications as a natural fit and a central spot that everybody could use.

Seven years into their implementation, Microsoft Dynamics CRM has helped Upward Sports maintain their church partner relationships, in turn helping the churches run their leagues efficiently through workflows and automated email messages.

The organization has also created a leadership conference series which serves as a two-day training event for their church partners.

Microsoft Dynamics CRM also steps in there, helping to coordinate logistical needs such as registration, hotel and flight booking, and catering arrangements.

Help from the Outside Ken first learned about CRMUG® a few years ago at Convergence, and through his membership he’s been able to have conversations with fellow Users regarding workflow maintenance, marketing ideas, and tool usage.

“Those conversations have given us a better product in that we’re able to find answers to questions that we weren’t able to answer on our own,” says Ken. The organization also has a website component that allows parents to contact them via a feedback form that is fed directly into Microsoft Dynamics CRM, giving them a direct link to parents’ suggestions, concerns, and comments. A league manager tool is also in place, allowing directors to organize their players into teams.

“Through an evaluation process, the directors are able to equalize their teams so that it’s competitive but doesn’t put five Michael Jordans against five Ken Gibsons,” says a humble Ken.

Extending Their Reach Through their Upward Sports division, Upward Unlimited has a great handle on programs for children in Kindergarten through 6th grade through a new division called Upward Stars, and Upward Unlimited is branching out into club volleyball and basketball for 7th through 12th graders.

Branching out to these more intense club teams allows those who want to get more competitive to do so while remaining in a safe environment. Upward Stars, the club division’s moniker, has found its foothold, taking over a highly successful volleyball club and building off the success of its initial club basketball teams.

Rewarding Experiences for a Database Guy Ken’s job keeps him in front of numbers and systems, focusing on the rhythm of Upward Unlimited’s business from a system standpoint.

But the nature of the numbers he sees and the comments from happy families that come into Upward Sports’ website bring joy to Ken. “I’m not really a front-facing type of guy, but it’s great to see the stories come in and know we’ve made a difference in somebody’s life,” says Ken. “It’s nice to know that my little part here on the back end has helped to reach a family and create some good in their lives.”

CRMUG

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Lead the way Maximize Your Return

Are you maximizing the return on your Microsoft Dynamics® CRM investment? Chances are that you’re not – and you’re not alone.

CRMUG offers interactive, relevant, affordable training and provides your staff with endless opportunities to learn from and build on the success of other companies and users just like you.

CRMUG Collaborate CR

Learn from Experts

Webinars and online training help all your users stay on top of the latest functionality.

Best practices and add-on product information allows you to optimize Dynamics CRM for your business.

6,200+

CRMUG User Member Companies

members

Each icon represents 20 companies

CRM users who share similar experiences, processes and challenges.

Take advantage of discussion boards, engage with your Regional Chapter and find e n resources to help you improve the business value resou of Dynamics CRM. http://community.CRMUG.com

Average rage CRMUG training ning sessions per year y

2500+

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w webinars

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to better business 50%

Functionality of CRM systems not fully used by organizations.

Recorded webinars in CRMUG Content Library

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CRMUG Summit Educational conference for users, by users with an exclusive focus on Dynamics CRM.

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® CRMUG is a customer driven professional organization dedicated to enriching the community and continuing the education of Microsoft Dynamics CRM users. Empowered Dynamics CRM users deliver higher returns on software investment.

Become engaged with CRMUG at

www.CRMUG.com Winter 2013

23

T T & TIPS & TRICKS Social CRM: Automatically Following Records Matching a Condition

by Gus Gonzalez s related to my recent column regarding Social CRM and the importance of utilizing the Microsoft Dynamics CRM Activity Feeds (https://community.dynamics.com/product/crm/ crmnontechnical/b/adopt2win/archive/2012/10/30/unleashthe-power-of-social-crm.aspx), I want to share how to configure Microsoft Dynamics CRM 2011 to automatically make a User follow a record that matches certain conditions.

For this tip, I’ve decided to configure a workflow that will fire up for opportunities created with an estimated revenue equal to or higher than $50,000; it will make the owner’s manager “follow” the opportunity automatically.

The first step is to create a workflow: Navigate to Settings > Processes > New:

A

On the workflow, I will select when a record is created and when the “Est. Revenue” field changes (in case an opportunity is created with an estimated revenue lower than $50,000 but then is changed to a value equal to or higher than $50,000).

On the first step of the workflow, I will check that the opportunity is open and that the Est. Revenue is equal to or higher than $50,000:

If the condition is met, we will set the auto-follow by utilizing the “Create Record > Follow” step:

Include the condition for your automatic follow on the name of the workflow; this makes it easier to identify in the future:

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On the “Create: Follow” step, click on the “Set Properties” button and configure your automatic “Follow” record:

Notice how I have selected the owner’s manager on the “Form Assistant” right navigation pane and set that User as the “owner” of this “follow” record.

Save the changes and activate your workflow.

To test the new workflow, I will create a new opportunity with estimated revenue equal to or higher than $50,000 and follow the opportunity right away:

My User profile shows Mark Wilson as my manager:

A few seconds later, after the workflow has executed successfully, the opportunity owner’s manager will be following that record:

You can add more steps to the workflow to set more Users or team members to automatically follow Microsoft Dynamics CRM records based on a condition. For example, if an opportunity is owned by User A, set Users B, C, and D to automatically follow that opportunity.

This is another way to exploit the social capabilities of Microsoft Dynamics CRM 2011.

CRMUG Gus Gonzalez is a solution architect with Zero2Ten, Inc. He can be reached at 404-669-6567 or Gus.gonzalez@zero2ten.com.

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DAVID

P

ennington ON ON INGTTO ING NNIN I PENN VID DAVID

DIRECTOR OF CRM PRODUCT MARKETING

D

avid Pennington has been with Microsoft for more than five years, the last year and a half of it on the Microsoft Dynamics CRM team. We sat down with David to talk about the phenom of Social CRM and how his team thinks it will help User organizations make the transition from organ using Microsoft Dynamics CRM as a data entry tool to using it as a business intelligence tool.

CRMUG: How does your team define Social CRM? David Pennington (DP): Social CRM is less about you and your organization, and more about an opportunity to hear your Customers’ voice. A Social CRM strategy should be purposeful, helping you listen to both internal teams and external constituents in your efforts to drive to successful outcomes.

Businesses today need to connect their employees with their vendors and Customers using the devices those individuals prefer.

This is a critical part of becoming what we call a “Dynamic Business.”

I don’t believe that the current social connections will replace phone or email, but they will become a big component of how people connect as it’s another way to engage with your business, giving you an avenue where you can listen, support, and respond, all in a tool where people want to interact. In your journey to become a Dynamic Business, Social CRM helps you keep your Customers’ wants and needs at the center of everything you do.

TM

TM

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CRMUG Magazine

CRM

CRMUG: How do you see Social CRM helping individuals in their everyday work?

DP: Regardless of your role in an organization, there are constant demands you must contend with. Marketing professionals need to tap into the voice of the Customer to get valuable feedback so they can effectively broaden the reach of their marketing message. Sales professionals need to easily keep track of the network of people and business events so they can close deals. Customer care professionals need to identify and resolve Customers’ issues through an everincreasing array of communication channels.

Microsoft Dynamics CRM in conjunction with social media channels helps people communicate better so you can stop using Microsoft Dynamics CRM as merely a place to keep Customer records and turn it into a market intelligence vehicle, unlocking the skills and expertise your people bring to their jobs.

CRMUG: How does the acquisition of Yammer contribute to Microsoft’s strategy for Microsoft Dynamics CRM? DP: Continuing on the topic of communicating internally and externally, organizations are constantly seeking new ways to facilitate simple, effective, and context-based communication and collaboration for their employees, Partners, and Customers.

Enterprise social networks such as Yammer provide a powerful yet simple means to achieve this objective.

Yammer is a big bet for Microsoft as it will serve as the conversation layer across the Microsoft portfolio. The December 2012 service update will deliver the first phase of Yammer integration as the social layer for Microsoft Dynamics CRM, enabling you to post messages from Microsoft Dynamics CRM to Yammer and vice versa. These messages can relate to Microsoft Dynamics CRM records and events or even documents, and people using Microsoft Dynamics CRM can follow leads, accounts, contacts, opportunities, and cases that they are interested in or responsible for, keeping them up to speed on what is important to them.

There’s also a collaboration aspect with Yammer, enabling people to collaborate with colleagues inside their organization or with

showcase MICROSOFT MEMBER

Customers, Partners, and other stakeholders. This collaboration makes Yammer the holy grail for Customer insight because information that was previously not shared between departments – say services to marketing – can be shared and tracked, enabling you to bring your whole organization into the process.

Additionally, people can participate in social conversations directly within Microsoft Dynamics, through the Yammer website and desktop application as well as mobile devices from Microsoft (Windows), Apple (iOS), and Google (Android), which means that even if you’re not in Microsoft Dynamics CRM, you can still get and share information.

CRMUG: How about the MarketingPilot acquisition? What will that bring to the table?

DP: MarketingPilot is a critical investment to further our goal of having a full, end-to-end business scenario across marketing, sales, and Customer care. Microsoft Dynamics CRM is terrific as a platform, but to increase the velocity of businesses to provide true value, it’s important for Customers to be able to leverage the platform for their marketing activities.

MarketingPilot will help us provide integrated marketing management solutions so companies can reach their Customers through automated marketing campaigns that measure ROI and optimize their interactions across channels.

CRMUG: When will it be integrated into Microsoft Dynamics CRM? DP: We’ll be sharing more information about MarketingPilot’s integration at Convergence in March 2013.

CRMUG: What are some of the new features we can expect in the coming year?

DP: In addition to the Yammer integration, the December 2012 service update includes an expanded range of supported browsers to give more flexibility in the devices and platforms people use, embedded Bing® maps to add location context for addresses in the system, and support for Microsoft Office 2013 across Outlook®, Word®, and Excel®. Developers will be excited about the new cloud extensibility options and a bulk data API that will help them work on large datasets in Microsoft Dynamics CRM Online.

You can check out the full list of features at crm.dynamics.com/en-us/polaris. This website also features the new Statement of Direction, which outlines our key investment areas for the next 36 months.

CRMUG: What are some simple ways someone can start using the information they’ve pulled into Microsoft Dynamics CRM from social media?

DP: One of the things we hear is that everybody is interested, but they’re not sure how to start.

There are different ways to leverage social media. First, you can listen, monitor, and dissect to discover trends. There’s not a lot of risk of listening without engaging. It’s when you choose to respond that you have to make sure you have the right resources in place. If you engage, you need to have a plan that allows you to continue to do so over time or it will seem like you’re pulling back and no longer care. We’ve identified six ways for people to engage their business in social media (see sidebar for that list), but the most important thing is to get key stakeholder and executive support for whatever you decide to do.

Most successful companies have a team approach to selling and service, and the best way to do that is through tools that give your team the information they need so they are having the right conversations and driving toward the best outcomes for all involved. Companies who really want to differentiate themselves from their competition need to examine how they are enabling their people to have effective relationships with their Customers. Moving beyond transactions, and having tools that empower relationships, is the key to success.

CRMUG

Six Ways to Engage Through Social Media » Listen – Listen,

monitor, and dissect social conversations to uncover trends and key influencers. » Engage – Conduct a dialog with stakeholders to inform, respond, and influence. » Amplify – Utilize communities to broadcast your message and drive awareness. » Solve – Harvest and reuse community knowledge and connect Customers to solve problems. » Innovate – Identify business opportunities and ideas through crowd-sourcing communities. » Analyze – Measure buzz, calculate stakeholder sentiment, and determine impact.

For more information on Social CRM, visit the Microsoft Dynamics CRM team’s whitepaper at http://go.microsoft.com/ fwlink/?LinkID=260807.

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“S

ocial CRM” is a phrase that is used almost as often as “the cloud,” but what exactly is Social CRM? According to Gartner, it’s a “business strategy”, but what does that mean? Social CRM is one of many elements in the social space that organizations can leverage. To determine which area of social is right for you, take a look at the following social quadrants:

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In the first quadrant we see public social media.

This is essentially an outreach and brand awareness tool for organizations. Many organizations are already leveraging this via Facebook page(s), Twitter hashtags, and LinkedIn groups. There are many more opportunities than this, but the important thing is that it’s an outreach tool.

Social CRM is another, more focused area of social.

An example of this is an organization that is listening to the social web and automatically pulling in relevant information from Customers and prospects, and attaching that information to their respective account inside of your CRM. A simple example of this is when a Customer tweets something that mentions your organization’s hashtag or Twitter account, and so it automatically is pulled into your CRM and attached to the individual record. You might have a workflow in place to automatically route to the communications department so they can view and respond. Before doing so however, the communications staff gets to see who the Customer is, the products they have purchased, and potentially any product or service reviews they may have written. They may also see how much “Klout” the Customer/prospect has (Klout is a way of measuring a person’s social influence).

Another example is when a prospect posts a message to your LinkedIn group. This might be routed to the sales department, which can then see mutual friends as well as show an overview of the person’s interests, etc. It may turn out that he or she is friends with several other happy Customers. This gives your salesperson a few common touchpoints to connect with and ideally sell or upsell the prospect.

(Of course, you have to be a little careful with this since you don’t want to come across as a stalker.)

Social software in the workplace is usually leveraged by much larger organizations and is becoming increasingly popular with SMEs. For example, Deloitte recently implemented a social solution to help with knowledge and talent management. Considering Deloitte has about 200,000 employees around the world, it’s no wonder the company is trying to improve internal communication and collaboration. By implementing social in a way that is not intrusive, yet always available with no additional effort (such as activity feeds always present on the desktop), companies have an opportunity to reduce costs by improving efficiency.

Externally-facing social software probably holds the most potential for Customer-centric organizations.

This is an opportunity to get your constituents engaged. Conceptually this is very much like the “social software in the workplace”, but it focuses on prospects and Customers versus staff. For example, some organizations already provide some kind of Customerto-Customer collaboration software such as a listserve or online forum; some allow them to find and connect with each other or perhaps share files. Now consider wrapping all this into one comprehensive, knowledge management-focused online community (a private version of LinkedIn which fully integrates into your

CRM). The end result can be a valuable Customer proposition that can disrupt and even replace what Customers have traditionally recognized as your most valuable services. Online collaboration does not suffer from the same limitations as in-person networking and collaboration; indeed there are no time and location restrictions, and any Customer could potentially participate at any time from any location. One of the often overlooked benefits of this type of the engagement is the ability to measure. Typically, any and all online engagement in a community platform is measured in a way that allows the organization to benchmark its success and ultimately, its relevance to its Customers.

Many organizations are heading in this direction, realizing there are many emerging opportunities to get Customers engaged using an online medium while at the same time demonstrating a new level

Applying the Four Quadrants Andy outlined four areas of Social CRM: public social media, social CRM, social software in the workplace, and externallyfocused social software. We talked to four individuals who are actively working in each of the four areas to get their take on why social CRM is more than a buzz word.

Cheryl Strege is the president of The Partner Marketing Group and has more than 20 years of experience with the Microsoft Dynamics community. Cheryl and her team are advocates of social media as it puts you where your Customers are and visible when they’re ready to make a purchase.

“You can simply walk into any coffee shop, airport, or hotel lobby and count the number of people on their mobile devices to realize how connected we all are to social media. Using Facebook, LinkedIn, Twitter, and the other tools is an easy way to build your brand, connect with your community of buyers, and strengthen your network of partnerships. Establishing your online brand takes a little time, and you have to work at it consistently, but the rewards in terms of new Customers, new projects, and new relationships is well worth it,” says Cheryl.

Ryan Teeples is an independent consultant who has worked with CRM products since 2000.

He works as a marketing consultant, currently focused mostly on non-profit organizations, and has an interest in the collection of data and how it affects the marketing process.

“I’ve seen nonprofits do a good job of pulling information in from Facebook and other tools, and finding degrees of separation to meet people they didn’t know before,” says Ryan. “Figuring out what types of data to collect and how it will be useful working with your clients/ constituents/donors is a big job, but a necessary first step.”

Ryan sees a lot of potential for nonprofits and other User organizations to use Social CRM to build their businesses and have meaningful interactions with their clients, but he stresses that a strategy needs to be in place for the organization to be the most efficient. He also might have a bit of partiality since consultancy is his bread and butter, but he recommends that organizations look outside themselves to find the expertise they need to create an effective Social CRM strategy.

“You might have good people internally, but unless they’re immersed in Social CRM, you’re behind,” says Ryan. “Don’t be

of transparency and authenticity. Higher Logic is a good example of this. By allowing Customers to network together and ask each other questions about our software, we’ve recognized a direct, 70 percent reduction in support costs with an improved net promoter score.

So now that you understand the core social quadrants, which are you more interested in: Outreach (the public networks), listening (social CRM), employee-focused social (improving efficiency within the org), or externally-facing social software (improving transparency, reducing operating costs, building Customer loyalty, and enhancing the sense of community)?

Andy Steggles is the president and chief social strategist at Higher Logic, LLC. He can be reached at Andy@higherlogic.com. afraid to ask for help. Understanding the full scope of Social CRM is difficult, but the strategy needs to be there first.”

Paul Cielinski, practice lead for Concurrency, helps Users be more efficient with Microsoft Dynamics CRM by working with them to create workflows and alerts that help with their organization’s productivity.

Products such as Profiler from Broadlook Technologies do Internet searches to find new information on Users’ selected clients. When new information is found and loaded into Microsoft Dynamics CRM, an email is then sent to the contact’s manager so they can act on the new information.

“You can be sitting at your house on a Saturday, get the notification, and then act on it,” says Paul. “One of my best examples of using this type of information is that I noticed that one of my Partner contacts had hired a new CEO. Profiler found this information on a published news page that was not connected to their company news page, so you couldn’t see the update if you just went to their website.”

“Let’s say you’re an account executive and are assigned 100 contacts – or maybe even 50. There is no way to keep on top of the information for all of these companies without some help,” says Paul. “Building these types of alerts is a cool way of using social inside of Microsoft Dynamics CRM.” CRMUG® launched a Member networking tool, CRMUG Collaborate, in October 2012.

Collaborate is web-based opportunity that enables CRMUG Members to connect, learn, and share in an online environment. At a high level, Collaborate takes the value you find at events such as CRMUG Summit, webinars, and Regional Chapter meetings and makes it available to you at all times.

Only one month after Collaborate’s launch, more than 1,000 CRMUG Members have logged in, and 402 messages have been posted on 132 unique discussion threads. That’s a lot of collaborating in a short amount of time! One of our first Members to sign into the tool, Rudy Chavez of Trek Bicycle Corporation, has great hopes for Collaborate.

“Collaborate is a great tool. It’s an opportunity for Users to go out there and learn about challenges other people are having, post questions, and, in general, to create awareness about hot topics in the CRM environment. I highly recommend you join it and contribute,” says Rudy.

Join the conversation at community.CRMUG.com. CRMUG

Winter 2013

29

AdWords 20%

Website 23%

Email 34%

Socia 10% Forms 13%

MARKETING P

www.coremotives.com | info@coremotives.com

al

POWER FOR

| Atlanta: 1-855-387-3245 | London: +44 20 7288 6461

Xactly

X

actly provides Xactly Incent™, a software that helps organizations of all sizes automate their sales compensation plans, enabling them to motivate their teams, keep on track with company goals, and control expenses.

CRMUG: How did Xactly get its start?

Erik Charles (EC): We started in the enterprise software business but came to the realization that the future was in the cloud as on-premise software has a lot of problems that get in the way of business. The larger the customer base, the harder to keep them updated.

We changed our business to become a multi-tenant Softwareas-a-Service provider. We live and breathe the cloud, and are the only player in our space that’s true cloud. The United Statesbased businesses spend $100 billion more on sales compensation than the government does on defense each year.

There needs to be software to manage this – it can’t be a calculator. Gartner puts the error rate on sales compensation at three to 10 percent. That is a lot of money. Having a bad sales compensation plan can have a huge impact your bottom line.

CRMUG: How is Xactly Incent integrated with Microsoft Dynamics CRM? EC: Incent is a standalone product that takes a feed from your ERP system for transactional data. From that feed, you can determine who gets credit for deals. You can also see sales professionals’ performance against quotas, margin versus revenue, and track contests.

All of that information is served up on a web page where sales reps can log in and see what they’ve done for the month, how much they’ve earned, and where they’ll be if they close three more deals before month end. To them, it’s a seamless path of information that they can access on their computer or on a mobile device.

Erik Charles (left)

32

s at and Bryan Shire

CRMUG Magazine

CRMUG Summit.

“Support for tablets is already here, and we’ve added a game slant to the product where sales reps can participate in contests and earn badges.”

CRMUG: How do you continue to innovate your products?

EC: We drop new features every month, and all Customers get them in an automatic push. That’s another thing with cloudbased technology. It’s changing people’s thought processes. You used to have to wait for versions to come out. Once you go to the cloud, you can release updates every Friday if you want to.

Support for tablets is already here, and we’ve added a game slant to the product where sales reps can participate in contests and earn badges.

CRMUG: What do Users like most about Incent?

EC: They love the fact that they own it. When they want to make an alteration, they make it themselves. They don’t need us to do it. Sales reps love seeing their money. They can open an opportunity in Microsoft Dynamics CRM and see how much that opportunity will be worth if they close it today.

CRMUG: Hopefully they’re not just doing those calculations all day!

EC: That’s the thing. Sales reps are already doing it. Instead of them playing around with an Excel spreadsheet, we make it a single click. We also make CRM sticky. One of the biggest problems with CRM is getting sales reps to use it. How do you get them to use CRM? Put their money in it.

company Xactly

Phone 949-439-3555

established 2005

interviewee Erik Charles, senior manager of product marketing

Email Echarles@xactlycorp.com

CRMug® Partner member since 2012

Headquarters San Jose, California

website www.xactlycorp.com

showcase ISV partner member

Our Customers say their CRM use has improved, and they have better forecasts. They also have fewer errors as the sales reps are another eye on auditing and can see rekeying errors. If a sales check would be impacted, they can click a button in the tool to tell the administrator about the problem. That process is tracked, and the invoice can be checked. CFOs love us. They close their books faster and don’t have to go back into the books to correct errors.

CRMUG: What do you like most about what you do?

EC: Part of my role is as an incentives strategist. There’s a fantastic science in motivating behavior, and we get to take technology and really apply it. I love to see the impact of a well-written contest or spiff.

We’ve been working in partnership with MIT, and they’ve been using some of our dataset to see the impact of those programs. With

a dataset of 500 clients, seven years of data, several terabytes of data, and $6 billion in annual payments, we have better data than anyone else. It also means that when I say that two quotas work best and more than five quotas is bad, it’s truth based on fact.

CRMUG: How long does it take a User to get up and running with Incent?

EC: Our products are fast to implement – up to a month for small companies and a couple months for large organizations. We’ve put a lot of effort into usability, making it very easy to build reports once and then automatically pull the report when the information is loaded. If a CFO wants to see something, they can see it and don’t have to ask somebody to create the report.

We’re constantly talking about best practices and rethinking how people look at data. We sell software, but we want to sell solutions.

CRMUG

Microsoft

March 18-21, 2013 New Orleans, LA Attend Convergence 2013: • Learn how to make the most of your Microsoft Dynamics solutions technologies • Build key business connections with peers and Microsoft experts

Register today! www.microsoft.com/dynamics/convergence/

Winter 2013

33

contest Name That Photo

This is a shot of the Market Theater Gum Wall, which is located in downtown Seattle. The photo was taken during CRMUG® Summit, and we’re wondering if you can think of any ways to tie together the merits of this super-sticky landmark and Microsoft Dynamics CRM.

Congratulations!

Congrats to Jeff Beelman of Hitachi Solutions for winning last quarter’s contest with his submission of “And you thought Santa’s bag was big!” Jeff – your prize is in the mail!

Winter 2013

results

Once you have an idea, simply email your submission to Captioncontest@CRMUG.com. The winner’s submission will be printed in the magazine’s next issue.

35

A

lex Fagundes, chief information officer of PowerObjects, and Mitch Milam, chief technologist of CRM Accelerators, have been teaching CRMUG® Academy courses for the past two years. Given their titles alone, that’s some powerful mindshare.

Cap that off with the fact that both of these gentlemen have been awarded with Microsoft MVP (Most Valued Professional) status, and we are incredibly glad to feature them as course instructors!

We caught up with Mitch and Alex to pick their brains on a few Academy-related topics.

Their Expertise While Alex and Mitch each have a well-rounded knowledge of Microsoft Dynamics CRM, they also each have their own sweet spots when it comes to what they like to teach. Alex focuses primarily on upgrading, troubleshooting, and performance issues, and Mitch focuses on development framing.

Value for You Getting in front of a class on these topics and more is rewarding for Alex and Mitch as it gives them the opportunity to help Users solve problems and see what others are doing with Microsoft Dynamics CRM. “When Users get to see real-life examples, they aren’t just reading books,” says Alex. “We teach things the way they actually are.”

Mitch milam

es alex fagund

corner cadem a y Hands-on Helps That’s not to say that reading books isn’t a helpful way to learn, but attending a class where you’re able to sit in front of your computer with Microsoft Dynamics CRM loaded and run through exercises gives you a hands-on experience that a book or lecture session can’t touch.

“I write my own course material and share what I’ve learned so Users don’t have to learn it the hard way,” says Mitch. “During the class I watch the students perform the tasks and help them out, reinforcing that they understand what I’m talking about.”

Classroom Success That type of learning often translates to success for Users, enabling them to enhance their professional skills and potentially solve problems they’ve been having with their implementation.

“At this fall’s CRMUG Summit, I had a User tell me that something that came up during a fellow User’s question helped them figure out how to solve a recurring problem they’ve been having with their implementation,” says Alex.

Next Steps Want to take a class from Alex, Mitch, or one of the other great minds in the Microsoft Dynamics CRM community? Learn more about CRMUG Academy at www.CRMUG.com/memberresources/academy or contact Academy@CRMUG.com. CRMUG

Speaking of great minds – are you one of them?

Contact Academy@CRMUG.com if you’d like to share your expertise in the Academy arena.

36

CRMUG Magazine

Welcome to The List from The Partner Channel®! The List is a tool that enables you to quickly and easily find products specific to industries, business process functions and various services provided by third-party companies that extend the Microsoft Dynamics® family of products.

The List is updated quarterly and is available as a PDF document at: www.thepartnerchannel.com/the-list The List Table of Contents Industry...................................................................Page 38 Horizontal................................................................Page 45 Services...................................................................Page 57

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

NEW:

Look for NEW: in front of the names of products/ services that are new to The List.

Download copies of The List from The Partner Channel website (www.thepartnerchannel.com/the-list) to share with others in your office.

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

If you have a product or service that you would like included on The List, please contact Jane@thepartnerchannel.com.

NOTE: The Partner Channel, Dynamic Communities®, and CRMUG® offer 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 Agriculture

Chemicals

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 314 REAP - Renewable Energy Agricultural Processing Manage commodity procurement, contracting, settlements, inventory & BI.

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

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Livestock Accelerator Producer Management and Livestock Movement/Quality Tracking accelerator for Dynamics CRM.

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Commodity Procurement Manage harvest, hauling, & purchasing of crops, grain, & ďŹ sh. Specify prices by commodity & automate deductions & taxes. Manage unlimited Farmers & Fields and complete 'Delivery Tickets' to become Payables in GP.

Apparel Lanham AssociatesŽ www.lanhamassoc.com • 678-379-4200 ext. 105 EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution including AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references.

Quick startup available.

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

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

Horizons International www.hzs.com • 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

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

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

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

Construction AXtension www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

Consumer Packaged Goods

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

KEY:

Axapta

Great Plains

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CRMUG Magazine

Navision

Solomon

Arbela Technologies www.arbelatech.com • 949-291-4777 Industry-Tailored Dynamics AX Solutions With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

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

Business Systems Integrators

Arbela Technologies www.arbelatech.com • 949-291-4777 Centralization Solutions For Dynamics AX Arbela's Master Data Centralization for Dynamics AX introduces the Universal Company concept which holds and manages the enterprise-wide master data for sharing across multiple companies.

www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Cross Industry Solution

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

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

HighJump TrueCommerce EDI Solutions www.highjump.com/truecommerce 724-940-5520 ext. 335 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Lanham AssociatesÂŽ www.lanhamassoc.com • 678379-4200 ext. 105 EDI EDI your way: Cloud, Full-Service, or Complete Control. Total solution including AS2 and VAN for Lower Cost of Ownership. More documents than any other provider for NAV. Great references.

Quick startup available.

Lanham AssociatesŽ www.lanhamassoc.com • 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 disparate ones. 88,000+ users worldwide.

Unprecidented visibility.

Customer Relationship Management

Retail Management System

Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120 Ariett Requisition, Travel & Expense Requisition, PO, AP Invoice, Expense Reporting, Document Manager, Credit Cards, Mobile Apps in the Cloud on Microsoft Azure.

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

Bottomline Technologies www.bottomline.com/createform_AX 800-472-1321 Create!formÂŽ Complete document & payment automation. Customize & deliver Dynamics AX output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Bottomline Technologies www.bottomline.com/Transform_Filer_ for_Sharepoint • 800-472-1321 Transform Filer for SharePoint A powerful, easy-to-use document storage and retrieval solution for SharePointŽ.

Index and ďŹ le paper or electronic documents from any business application with a single click.

Bottomline Technologies www.bottomline.com/TransformAP_ for_Sharepoint • 800-472-1321 TransformŽ AP SharePointŽ-based AP automation solution for capture, approval workow & reporting plus integration to Microsoft Dynamics. Streamlines AP processes, reduces processing costs & increases visibility.

Point of Sale

Business Computers Software, Inc.

Business Systems Integrators www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS. Datahaven for Dynamics www.datahaven4dynamics.com • 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reports & queries on the y.

Sort, ďŹ lter & re-order columns easily.

Sum groups of info fast.

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Commission Plan Stop ďŹ ghting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire commission process right inside of Dynamics GP. EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 NEW: Customer Service Collection Enhance SOP: check for duplicate PO’s; assign credit limit process holds; move sales docs between batches; print shipping labels; show apply info on SOP docs; view unallocated inventory & expected receipt dates.

EthoTech, Inc. www.ethotech.com • 678-384-7500 ext. 1 Next Numeric Collection Auto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs. ImageTag, Inc. www.imagetag.com • 480-753-9300 KwikTag Document Capture & Workow for Dynamics Powerful. Practical. Proven. More choose KwikTag's document & case mgmt.

KEY:

Axapta

Great Plains

ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960 dotStore eCommerce Complete eCommerce solution for B2B/B2C and iPhone/Android devices.

ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960 popXML eDocument exchange automation solution for POP in Dynamics GP. 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. kCentric Technologies Inc www.k-ecommerce.com 514-973-2510 ext. 226 k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilingual, multi-currency SaaS, On Premise.

KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP 13 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Sub-contractor rates to other resellers.

Liaison Software Corp www.liaisonsc.com • 714-543-9877 ext. 201 Liaison Messenger EDD Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.

PaperSavePro www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSavePro™ is a CertiďŹ ed for Microsoft Dynamics document management and electronic workow solution that eliminates inherent risks and ineďŹƒciencies associated with paper.

Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace RFQ Allows your vendors/suppliers to bid via an externally hosted website. Drive down your product costs with online RFQ responses bidding & ranking.

Seamlessly integrated to Workplace Purchasing.

Navision

Solomon

Paramount Technologies

Equipment Dealers

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

Concept Computer Corporation

Professional Advantage www.profad.com • 701-235-2363 Company Data Archive (CDA) Easily archive data from your live Dynamics GP company to a historical company. Reduce hardware costs, increase Dynamics GP performance and eliminate clutter in inquires and reports with CDA. ScanWorkX www.scanworkx.com • 913-647-8640 NEW: ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

www.dealershipdynamics.com • 800-561-5852 DealershipDynamics Just Works DealershipDynamics is a complete solution for all equipment dealers. Powered

by NAV 2009, integrated features include an equipment conďŹ gurator, mobile service solution, doc archiving and Microsoft CRM 2011.

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

Food and Beverage

Solver www.solverusa.com • 310-691-5300 Solver - BI360 Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

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

V-Technologies, LLC www.vtechnologies.com • 800-462-4016 StarShip Shipping Software Integrated shipping for small parcel and LTL; supports UPS, FedEx, DHL, USPS (Endicia), OnTrac, Freightquote, YRC and more.

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

WilloWare, Inc. www.willoware.com • 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!

Education Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.

Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace for Education Budget & purchase against capital projects. Track requisitions, robust approval process, powerful RFQ, Project, Time and Expense.

Customer Relationship Management

Retail Management System

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

ASC Software www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

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

Point of Sale

Winter 2013

39

INDUSTRY

www.business-computers.com • 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or ďŹ nger print reader.

Integrated Software, Inc. www.isiusa.com • 321-984-1986 Request For Quote Create RFQs. Save Vendor responses.

Auto-create PO's and Sales Quotes.

INDUSTRY

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

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

Increase revenue, proďŹ t margins and asset utilization.

Business Systems Integrators www.BSIEDI.com • 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS. Flintfox International Limited www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

HighJump TrueCommerce EDI Solutions www.highjump.com/truecommerce 724-940-5520 ext. 335 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Horizons International www.hzs.com • 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

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

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

More than 1700 companies live.

KEY:

Axapta

Great Plains

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CRMUG Magazine

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

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Sales Management Sales Management for Food Manufactures w/workow, automated email & status change, conďŹ gurable UI's, catch-weight, multi item UOM, & Price Lists. Integrated w/BluWare logistics, freight, promotions, & commissions.

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

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

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

GTS Services, LLC www.gtsservices.com • 800-563-8555 GlasPacLX Retail (Auto & Flat) •Res. & Comm.

Glazing •Wholesale Manage your entire glass operation with GlasPacLX and GP.

Government Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.

Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace for Government Easy to use. Allow vendors to securely respond online with our powerful RFQ Portal. Budget & purchase against capital projects. Track requisitions, robust approval process, Project, Time & Expense.

Navision

Solomon

Thomson Reuters, Tax and Accounting - Government grm.thomsonreuters.com • 866-471-2900 Government Revenue Management (GRMŽ) Providing Government Revenue Management Solutions.

Government Contracting

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

Healthcare Ariett Business Solutions, Inc. www.ariett.com • 781-826-1120 Ariett ReqNet for Healthcare Materials Management Solution from Requisition to Purchase Order to Receiving, with Supplier PunchOut, Document Management and Mobile Apps.

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

Integrated Software, Inc. www.isiusa.com • 321-984-1986 Health Care Management Billing and Financial Mangement for Home Health and Long Term Care.

Kronos Incorporated www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs & control purchases in your material management process.

Operates in single & multi-site facilities, from Requisition through Invoice Automation.

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

Cincom Systems, Inc acquire.cincom.com • 800-224-6266 Cincom Acquire Close deals 80% faster! Smart conďŹ gure, price, quote solution leveraging the familiar Microsoft stack for a simple, dynamic user experience.

Experlogix, Inc. www.experlogix.com • 805-504-9729 ext. 707 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

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

Industrial Equipment Experlogix, Inc. www.experlogix.com • 805-504-9729 ext. 707 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Horizons International www.hzs.com • 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

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

Insurance

Sierra Workforce Solutions

AssureSign LLC

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

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

Customer Relationship Management

Retail Management System

Point of Sale

Labor Unions

Life Sciences Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace for Life Science Drive down costs & control purchases in your material management process.

Operates in single & multi-site facilities, from Requisition through Invoice Automation.

Maintenance Management

AXtension www.AXtension.com • +3177 323 2622 AXtension Advanced Production Production insight and control on the shop oor.

AXtension www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

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

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

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

Manufacturing

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

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

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

KEY:

Axapta

Great Plains

Cincom Systems, Inc acquire.cincom.com • 800-224-6266 Cincom Acquire Close deals 80% faster! Smart conďŹ gure, price, quote solution leveraging the familiar Microsoft stack for a simple, dynamic user experience.

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

Experlogix, Inc. www.experlogix.com • 805-504-9729 ext. 707 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Navision

Solomon

Feed Management Systems www.feedsys.com • 763-560-8139 Feed Mill Manager Integrated formulation and operations solutions for feed manufacturers.

Genius Solutions www.geniuserp.com • 877-987-6005 Genius Manufacturing Genius Solutions provides ETO, MTO, custom, discrete manufacturing solutions. Aordable, Easy to Use & Learn.

Has integration with CAD. Greg Frazier, CPA, PLLC www.gfcpa.com • 313-931-0522 MARS Designer BOMS Need a fun and easy way to analyze bill-of-material cost roll-ups for BOMs? Need an easy-to-use graphical BOM conďŹ gurator? Try MARS Designer Boms on Microsoft Azure. Cloud computing at an aordable price!

HighJump TrueCommerce EDI Solutions www.highjump.com/truecommerce 724-940-5520 ext. 335 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Kronos Incorporated www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Lanham AssociatesŽ www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Inventory items as components or supply them as products for customers. Gain visibility & control.

Liaison Software Corp www.liaisonsc.com • 714-543-9877 ext. 201 Liaison Messenger EDD Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.

Customer Relationship Management

Retail Management System

Manufacturing Resource Partners www.mrpconsulting.com • 775-849-1171 Dynamics GP Manufacturing Consulting The implementation team at Manufacturing Resource Partners is one of the most experienced available.

Each of our consultants has 12 to 24 years of manufacturing and/or ďŹ nancial management experience.

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

Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Sales Order Complete web Sales Order w/workow, automated email & status change, conďŹ gurable UI's, catch-weight, multi item UOM, & added Price List features.

Integrated w/BluWare logistics, freight, promotions, & commissions.

ScanWorkX www.scanworkx.com • 913-647-8640 NEW: ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

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

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

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INDUSTRY

Micro Force www.micro-force.com • 631-421-1030 ext. 302 LM2 Reporting System for Labor Unions who use GP LM2 MODULE for GP. Comply with LM2 year end reporting while processing GP transactions eortlessly. Permits changes to LM2 trxs after posted. Creates the electronic ďŹ le for DOL. Best solution for Unions since 2005.

INDUSTRY

Non-Profit Organizations WilloWare, Inc. www.willoware.com • 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 • 888-339-4556 ext. 1 LeanMFG Complete manufacturing suite for smaller GP manufacturers, or those whose processes include Disassembly, Batch, or Multi-product production.

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

Accounting System Integrators www.asillc.com • 203-239-7740 Non ProďŹ t Plus Fund and Grant Management, Encumbrance and Due to/from Fund Accounting.

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

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.

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

Sierra Workforce Solutions

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

KORE Software www.KOREsoftware.com • 480-240-5662 KORE MediaPitch™ KORE MediaPitch™ is the media industry’s leading platform for transforming a generic CRM into a media sales powerhouse.

United ERP, LLC www.unitederp.com • 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt approvals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, forecasting & business intelligence.

Metal Fabrication WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Commodity Surcharge Tracks the spot price of commodities, adds surcharge during invoicing to cover dierence in the spot price between quote date and invoice date.

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Great Plains

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CRMUG Magazine

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

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

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

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

Navision

Solomon

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Remote Inventory Accelerator Web-based self-service application for tracking customer inventory stored at your site.

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

Printing/Converting Computer Productivity Services Inc. http://cps.ďŹ nancial.oďŹƒcelive.com/ PrintManagement.aspx • 905-847-7746 CPS - Production Management for Labels and Flexible Packaging Estimates, Order Management, Scheduling, Shop Floor, Job costing.

Professional Services AXtension www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

ITDP Solutions Limited www.itdp-solutions.com • +44 8453 721 960 Project Budget Manager for Business Portal Web BP - Manage Templates,Contract s,Projects,Budgets & Resources for GP. JOVACO Solutions Inc. www.jovaco..com • 888-988-3535 ext. 117 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Professional Advantage www.profad.com • 701-235-2363 1Sta for Microsoft Dynamics 1Sta provides an end-to-end solution for staďŹƒng organizations from resume parsing to generating ďŹ nancial statements. One solution your sales, recruiters and ďŹ nancial sta can all use.

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

Customer Relationship Management

Retail Management System

Property Management Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Invoice Cloud for Dynamics GP Provides online invoice processing branded for each billing entity.

DFC Consultants, Ltd www.dfcconsultants.com • 701-281-6112 DFC Housing Property Mgmt for GP; work orders, certiďŹ cations and rent calculations.

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

Rentals Open Door Technology www.opendoor.ca • 403-777-2410 Rental Management Instantly check rental equipment availability, deďŹ ne exible rental terms, rent or sell inventory/ďŹ xed assets, access to real-time rental & billing information, ag returning assets for maintenance and much more.

Restaurant

Restaurant365 www.restaurant365.net • 866-216-0183 Restaurant365 SAAS Marketing, Catering, Operations (prime cost), Acctg, POS Integration.

Retail Alba Spectrum Corporation www.albaspectrum.com • 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory deďŹ ned by groups of attributes. DeďŹ ne items by attribute types & pricing by attribute value. Transaction entry via item grids in SOP & POP. Fully compatible with GP.

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

Point of Sale

Utilities Paramount Technologies

Avalara, Inc.

kCentric Technologies Inc

Social Services

www.k-ecommerce.com • 514-973-2510 ext. 226 k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilingual, multi-currency SaaS, On Premise.

Kronos Incorporated www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

MetaďŹ le Information Systems, Inc. www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation. nChannel www.nchannel.com • 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112 PanatrackerGP Mobile Sales Adding mobility to sales transaction processing for Dynamics GP. Professional Advantage www.profad.com • 701-235-2363 RMS ConnectPro Real time inventory level integration between Dynamics RMS and Dynamics GP. Allows automatic communication ow between retail stores, headquarters and the ďŹ nance department.

Professional Advantage www.profad.com • 701-235-2363 Retail Analytics (RA) and Merchandise Planning (MP) Easily analyze Microsoft RMS sales, inventory levels, and purchasing with Retail Analytics. Add Merchandise Planning to provide sophisticated store replenishment and merchandising along with open-to-buy capabilities.

KEY:

Axapta

Great Plains

Sonata Software www.sonata-software.com • 425-785-8839 NEW: Sonata Software With over 70 customers & one of the largest pools of AX certiďŹ ed consultants in the world, our expertise spans v3.0 to AX 2012. We are experienced in very large scale and complex AX projects.

Call us to know more.

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

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

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

Professional Advantage www.profad.com • 701-235-2363 1Sta for Microsoft Dynamics 1Sta provides an end-to-end solution for staďŹƒng organizations from resume parsing to generating ďŹ nancial statements. One solution your sales, recruiters and ďŹ nancial sta can all use.

Transportation m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Vehicle Load Planning Eective use of a vehicle eet demands the ability to organise deliveries quickly and easily based on known routes, product weights and vehicle capacities.

V-Technologies, LLC www.vtechnologies.com • 800-462-4016 StarShip Shipping Software Integrated shipping for small parcel and LTL; supports UPS, FedEx, DHL, USPS (Endicia), OnTrac, Freightquote, YRC and more.

Navision

Solomon

www.paramounttechnologies.com 248-960-0909 WorkPlace for Utilities Improve eďŹƒciency & reduce costs. Budget & purchase against capital projects.Track requisitions, robust approval process, powerful RFQ, Project, Time & Expense.

Warehouse Management Alba Spectrum Corporation www.albaspectrum.com • 773.384.9264 Alba360 WMS Bar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping.

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

ASC Software www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

AXtension www.AXtension.com • +3177 323 2622 AXtension Kitting Multiple items dynamically combined into one product.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Advanced FulďŹ llment Powered by Visual Warehouse - Automate ASN, Invoicing, & Order Desk.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Operations Core Help your backoďŹƒce work more effectively with your warehouse.

FASCOR www.fascor.com • 513-421-1777 ext. 103 FASCOR WMS Trusted solutions for Warehouse and Transportation Management with industry leading integration to Dynamics GP. Fully integrated, the FASCOR WMS delivers Tier 1 functionality for all size companies.

Customer Relationship Management

Retail Management System

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Inter-site Transfers In a multi-site distribution company this can be critical to operational effectiveness. Control and automate re-distribution of stock from a central warehouse to depots or adhoc movements from one site to another.

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

ScanWorkX www.scanworkx.com • 913-647-8640 NEW: ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLinkexport/import to CSV ďŹ les.

Wholesale Trade: Durable Goods

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

Arbela Technologies www.arbelatech.com • 949-291-4777 Industry-Tailored Dynamics AX Solutions With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

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INDUSTRY

www.avalara.com • 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

Lanham AssociatesŽ www.lanhamassoc.com • 678-379-4200 ext. 105 ACE WarehousingŠ New, low-cost, high function option, ACE One - Receiving, picking, printing, shipping, realtime inventory in NAV via handhelds. ACE Warehousing adds full pallet license plating and production output registration.

INDUSTRY

AXtension www.AXtension.com • +3177 323 2622 AXtension Kitting Multiple items dynamically combined into one product.

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.

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

Flintfox International Limited www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments). kCentric Technologies Inc www.k-ecommerce.com 514-973-2510 ext. 226 k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilingual, multi-currency SaaS, On Premise.

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

More than 1700 companies live. m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Extended Pricing & Enhancements Distribution is typiďŹ ed by intense pricing competition. We simplify the process by o-line data management. You can import and export pricing data, allow for customer speciďŹ c pricing and load new customer deals. m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Catchweights Many items require quantities to be tracked in more than one unit of measure.

We provide catchweight functionality in sales, purchasing and inventory functions.

nChannel www.nchannel.com • 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

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

Wholesale Trade: Non-durable Goods

Arbela Technologies www.arbelatech.com • 949-291-4777 Industry-Tailored Dynamics AX Solutions With over 100 years of cumulative ERP experience, we have tailored Dynamics m-hance AX to ďŹ t the speciďŹ c needs of this www.m-hance.com/sectors/distribution/ industry. Gain from our experience +44 (0) 844 264 0932 and maximize the return on your AX Returns Management Every distribution business wishes to investment. minimise the number of returns it has to AXtension handle.m-hance's Returns Management www.AXtension.com • +3177 323 2622 module speeds up the handling of re- AXtension Kitting turns and improves operational control. Multiple items dynamically combined into one product.

Lanham AssociatesŽ www.lanhamassoc.com • 678379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

More than 1700 companies live. m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Extended Pricing & Enhancements Distribution is typiďŹ ed by intense pricing competition. We simplify the process by o-line data management. You can import and export pricing data, allow for customer speciďŹ c pricing and load new customer deals. m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Returns Management Every distribution business wishes to minimise the number of returns it has to handle.m-hance's Returns Management module speeds up the handling of returns and improves operational control. m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Catchweights Many items require quantities to be tracked in more than one unit of measure.

We provide catchweight functionality in sales, purchasing and inventory functions.

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

NEW:

Look for NEW: in front of the names of products/ services that are new to The List.

KEY:

Axapta

Great Plains

44

CRMUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Horizontal Barcode Data Collection

Analytics Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reports & queries on the y.

Sort, ďŹ lter & re-order columns easily.

Sum groups of info fast.

Kronos Incorporated www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Total Dynamics Solutions, LLC

Budgeting

www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-Oneâ€? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aordable.

Dynamic Budgets www.dynamicbudgets.com â&#x20AC;˘ 720-515-1565 Dynamic Budgets Budgeting/forecasting that deploys templates in < 2 hours. Direct export to GP, payroll, ďŹ xed & variable allocations, multi-company/currency, global variables, lookups (GL, A/P, A/R, AA, CRM, Project Cost.

eRPortal Software Group LLC

Automation mc² www.mc2software.com â&#x20AC;˘ 303-364-5959 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

Banking

KEY:

Axapta

T3 Information Systems www.fullcirclebudget.com â&#x20AC;˘ 202-419-5100 Full Circle Budget Simple and ďŹ&#x201A;exible Excel-based budgeting allowing users to quickly input budget amounts and process them directly into GP or SL. Deploy in only a few hours and save time budgeting.

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

Business Intelligence Accountable Software

Strategic Solutions NW www.getbizax.com â&#x20AC;˘ 503-924-3121 BizAX BizAX adds functionality to AX Financials.

Lockbox, Positive Pay, & Bank Account Reconciliation. SimpliďŹ es accounting processes with easy set-up; multiple transfer, encryption & ďŹ le types; and automatic processing.

Great Plains

Client Strategy Group www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right!

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

Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.

deFacto Global, Inc.

Bottomline Technologies www.bottomline.com/TransformAP_ for_Sharepoint â&#x20AC;˘ 800-472-1321 TransformÂŽ AP SharePointÂŽ-based AP automation solution for capture, approval workďŹ&#x201A;ow & reporting plus integration to Microsoft Dynamics. Streamlines AP processes, reduces processing costs & increases visibility.

deFacto Global, Inc.

Asset Maintenance/ MRO/EAM

www.erportalsoftware.com â&#x20AC;˘ 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations.

Business Process Management

www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.

Navision

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

Flexible Solutions www.GPReportsViewer.com 212-254-4112 ext. 1 NEW: GP Reports Viewer Easily and quickly print/email Crystal and SRS reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from ďŹ elds in GP. PrecisionPoint Software www.precision-point.com â&#x20AC;˘ 650-375-2414 PrecisionPoint - Business Intelligence Subscription based reporting and analytics solution for Dynamics AX and NAV. A monitored and managed service with guaranteed deliverables.

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

Total Dynamics Solutions, LLC

Accountable Software www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics SL Inquiry Reporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes out-of-box reports, ďŹ lters, sorting, grouping. summaries, drill down to source screens, & more.

Bottomline Technologies www.bottomline.com/Transform_Filer_ for_Sharepoint â&#x20AC;˘ 800-472-1321 Transform Filer for SharePoint A powerful, easy-to-use document storage and retrieval solution for SharePointÂŽ.

Index and ďŹ le paper or electronic documents from any business application with a single click.

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

Check Printing Bottomline Technologies www.bottomline.com/createform_AX 800-472-1321 Create!formÂŽ Complete document & payment automation. Customize & deliver Dynamics AX output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Liaison Software Corp www.liaisonsc.com â&#x20AC;˘ 714-543-9877 ext. 201 Liaison Messenger DD Batch E-mail 128-bit encrypted Direct Deposit Statements to Employees.

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

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

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

ScanWorkX www.scanworkx.com â&#x20AC;˘ 913-647-8640 NEW: ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Accountable Software www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics SL Inquiry Reporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes out-of-box reports, ďŹ lters, sorting, grouping. summaries, drill down to source screens, & more.

Mekorma www.mekorma.com â&#x20AC;˘ 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP with Secure Approval WorkďŹ&#x201A;ow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks.

www.checkfactory.com

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

HORIZONTAL

Commissions

Equisys, Inc. www.equisys.com â&#x20AC;˘ 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your ďŹ nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.

Fastpath Solutions, Inc www.gofastpath.com â&#x20AC;˘ 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certiďŹ ed Auditors. Get the data your Auditors want - Fast!

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

EthoTech, Inc. www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Stop ďŹ ghting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire commission process right inside of Dynamics GP.

m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Vendor Price Management A vital link in the distribution supply chain is accurate tracking of vendor pricing. Support decisions in the buying process, reduce admin costs and improve accuracy of cost of sales.

Flaum Technologies Inc. www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impossible" commission plans.

Credit Card/Check Processing

Northlake Partners www.TheNorthlakePartners.com â&#x20AC;˘ 425-773-9606 BluWare - Brokerage & Commissions Automate the calculation of Brokerage & Commissions (including splits) from sales orders. Create programs by date range, item attributes, & customers and assign prices by units sold, weight sold, or % of product $'s.

Compliance Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Security Manager Arbelaâ&#x20AC;&#x2122;s Security Manager radically simpliďŹ es managing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it.

KEY:

Axapta

Great Plains

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Azox, Inc. www.azox.com â&#x20AC;˘ 734-928-6010 Credit Card Extension PCI PA-DSS compliant credit card processing with ACH, eCheck, batch processing and ability to store credit card data oďŹ&#x20AC; site with tokenization.

BGE, Inc. www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP.

ChargeLogic www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic The leading PCI validated credit card solution integrated with NAV. Integrated Software, Inc. www.isiusa.com â&#x20AC;˘ 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

Navision

Solomon

Integrated Software, Inc. www.isiusa.com â&#x20AC;˘ 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seemlessly integrated with Sales Order Processing and Cash Receipts.

Lanham AssociatesÂŽ www.lanhamassoc.com â&#x20AC;˘ 678-379-4200 ext. 105 Credit Card CC transactions inside NAV w/Authorize.

Net. PCI validated. Easy to mod.

Nodus Technologies, Inc. www.nodus.com â&#x20AC;˘ 909-482-4701 CRM Charge Secure eCheck & Credit Card Processing for both CRM online and on prem.

Nodus Technologies, Inc. www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage Online Billing & Payment Collection for GP, PA-DSS certiďŹ ed, view invoices, automated recurring payments, tokenization, ecommerce integration.

Experlogix, Inc. www.experlogix.com â&#x20AC;˘ 805-504-9729 ext. 707 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Minisoft www.minisoft.com â&#x20AC;˘ 800-682-0200 eDirect+ eDirect+ email marketing solution for transactional ecommerce, customer service, sales automation. Track open rates, web clicks,build web forms, design marketing campaigns, customer surveys, social media integration.

Nodus Technologies, Inc. www.nodus.com â&#x20AC;˘ 909-482-4701 Credit Card Advantage Leading integrated eCheck, ACH & Credit Card Processing for GP, PCI PADSS CertiďŹ ed, tokenization optional online bill pay & recurring payment.

Visionary Software Consulting, Inc. www.crm-rules.com â&#x20AC;˘ 877-276-1942 CRM Rules! for Microsoft Dynamics CRM 2011 Easily customize CRM forms by automatically generating JScript code.

Strategic Solutions NW www.getbizax.com â&#x20AC;˘ 503-924-3121 BizAX BizAX adds functionality to AX Financials.

Lockbox, Positive Pay, & Bank Account Reconciliation. SimpliďŹ es accounting processes with easy set-up; multiple transfer, encryption & ďŹ le types; and automatic processing.

Data Integration

Customer Relationship Management Axonom www.axonom.com â&#x20AC;˘ 952-653-0400 Powertrak for Microsoft Dynamics CRM Provides views and tools to manage complex extended relationships.

ClickDimensions www.clickdimensions.com â&#x20AC;˘ 888-214-4228 Email Marketing and Marketing Automation ClickDimensions provides Email Marketing, Web Tracking, Lead Scoring, Social Discovery, Campaign Tracking, Landing Pages, Web Forms and Surveys. eBridge Software www.ebridgeconnections.com â&#x20AC;˘ 800-755-6921 eBridge for CRM Web-based solution integrates your EDI, webstore or SCM data.

Customer Relationship Management

Retail Management System

Admiral Consulting Group www.admiral-west.com/solutions_ activeconnect.html â&#x20AC;˘ 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.

Alba Spectrum Corporation www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notiďŹ cation, Inter/cross-company transactions, batch selection rules & 3rd party application integration. appStrategy www.appstrategy.com â&#x20AC;˘ 269-345-3111 ext. 1 appCompass Suite Integration & Migration solution for Dynamics CRM, legacy, and cloud. eBridge Software www.ebridgeconnections.com â&#x20AC;˘ 800-755-6921 eBridge Integration Solution Web-based solution integrates your EDI, webstore, SCM, CRM systems.

Point of Sale

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Keelio Software www.keelio.com â&#x20AC;˘ 651-356-5342 Dynamics GP SSIS Toolkit Highly ďŹ&#x201A;exible Dynamics GP integration tool built upon Microsoft SSIS. nChannel www.nchannel.com â&#x20AC;˘ 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

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

Beck Consulting http://bcpacknship.com/ 800-456-1970 ext. 110 NEW: bcPackNShip bcPacknShip is the easiest and most eďŹ&#x192;cient way to ship via UPS, FedEx and USPS. Packaging details are stored in NAV in a fully EDI compliant format; UCC labels can be designed and printed directly from NAV.

Scribe Software www.scribesoft.com â&#x20AC;˘ 603-622-5109 Scribe Insight Data migration & data integration for MS Dynamics and legacy systems.

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

Distribution Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

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

KEY:

Axapta

Great Plains

Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced FulďŹ llment Powered by Visual Warehouse - Automate ASN, Invoicing, & Order Desk.

Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Freight Matrix Provides the capability to deďŹ ne your own freight charge schedules.

Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.

Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM Ability to associate sale order/assembly & PO/assembly & disassembly.

Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP. Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.

Navision

Solomon

V-Technologies, LLC www.vtechnologies.com â&#x20AC;˘ 800-462-4016 StarShip Shipping Software Integrated shipping for small parcel and LTL; supports UPS, FedEx, DHL, USPS (Endicia), OnTrac, Freightquote, YRC and more.

KTL Solutions, Inc. www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically deďŹ ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

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 Lanham AssociatesÂŽ www.lanhamassoc.com â&#x20AC;˘ 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

More than 1700 companies live. m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Trade Counter For those companies who oďŹ&#x20AC;er a self collection service or a cash sales counter in addition to delivered trade there is often a need to enter orders and take payment at their premises or warehouse. m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Vehicle Load Planning EďŹ&#x20AC;ective use of a vehicle ďŹ&#x201A;eet demands the ability to organise deliveries quickly and easily based on known routes, product weights and vehicle capacities.

Nodus Technologies, Inc. www.nodus.com â&#x20AC;˘ 909-482-4701 Retail Advantage Integrates RMS with GP, optional ecommerce for multi-channel retailing.

Northlake Partners www.TheNorthlakePartners.com â&#x20AC;˘ 425-773-9606 BluWare - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.

RockySoft www.RockySoft.com â&#x20AC;˘ 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP. ScanWorkX www.scanworkx.com â&#x20AC;˘ 913-647-8640 NEW: ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Customer Relationship Management

Retail Management System

Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.

AXtension www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Enterprise Content Management The power of SharePoint integrated into Microsoft Dynamics AX. Bottomline Technologies www.bottomline.com/Transform_Filer_ for_Sharepoint â&#x20AC;˘ 800-472-1321 Transform Filer for SharePoint A powerful, easy-to-use document storage and retrieval solution for SharePointÂŽ.

Index and ďŹ le paper or electronic documents from any business application with a single click.

Bottomline Technologies www.bottomline.com/createform_AX 800-472-1321 Create!formÂŽ Complete document & payment automation. Customize & deliver Dynamics AX output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Computer Information Enterprises www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

Point of Sale

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HORIZONTAL

Scribe Software www.scribesoft.com/online â&#x20AC;˘ 603-622-5109 Scribe Online Data integration for MS Dynamics CRM 2011 online, hosted and on premise.

Blue Horseshoe www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture.

Increase revenue, proďŹ t margins and asset utilization.

EthoTech, Inc. www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Next Numeric Collection Auto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs.

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

HORIZONTAL

Equisys, Inc. www.equisys.com â&#x20AC;˘ 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your ďŹ nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.

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

ImageTag, Inc. www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Capture & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. More choose KwikTag's document & case mgmt.

Computer Pundits Corporation Data Masons Software Minisoft www.minisoft.com â&#x20AC;˘ 800-682-0200 eFORMz eFORMz is a next generation electronic forms solution. Produce packing lists, shippings labels, barcodes, customs doc, checks, POs. Go paperless and email forms in PDF. Archiving, Fax and Document WorkďŹ&#x201A;ow included.

PaperSavePro www.PaperSavePro.com â&#x20AC;˘ 877-727-3799 PaperSavePro PaperSaveProâ&#x201E;˘ is a CertiďŹ ed for Microsoft Dynamics document management and electronic workďŹ&#x201A;ow solution that eliminates inherent risks and ineďŹ&#x192;ciencies associated with paper.

Drop Ship Management

nChannel www.nchannel.com â&#x20AC;˘ 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

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

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kCentric Technologies Inc www.k-ecommerce.com 514-973-2510 ext. 226 k-eCommerce ecommerce solution B2C, B2B, customer service, SEO, CMS, seamless real time integration to Dynamics AX, GP, NAV, CRM, multilingual, multi-currency SaaS, On Premise.

Minisoft www.minisoft.com â&#x20AC;˘ 800-682-0200 eDirect+ eDirect+ email marketing solution for transactional ecommerce, customer service, sales automation. Track open rates, web clicks,build web forms, design marketing campaigns, customer surveys, social media integration.

EDI

www.avalara.com â&#x20AC;˘ 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

AIM Computer Solutions, Inc.

Azox, Inc. www.azox.com â&#x20AC;˘ 734-928-6010 eSource B2B and B2C Integrated B2B & B2C web stores with built-in CMS, SEO, and web parts.

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

ChargeLogic www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Connect Leading cloud-based service that connects your e-commerce site to NAV.

KEY:

www.ebridgeconnections.com â&#x20AC;˘ 800-755-6921 eBridge for E-Commerce Integration with all webstores incl. eBay, Amazon, AspDotNetStorefront+.

Avalara, Inc.

Azox, Inc. www.azox.com â&#x20AC;˘ 734-928-6010 eSource Sales Portal Online quote/order entry, view account history & print/pay invoices.

Navision

Solomon

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

eBridge Software

Nodus Technologies, Inc. www.nodus.com â&#x20AC;˘ 909-482-4701 eStore Solution Stack Fully featured B2B/B2C, integrated E-Commerce with GP, zero-touch SOP.

E-commerce

Liaison Software Corp www.liaisonsc.com â&#x20AC;˘ 714-543-9877 ext. 201 Liaison Messenger EDD Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.

www.eCommerce21.com â&#x20AC;˘ 888-786-3487 eCommerce21ÂŽ Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.

www.aimcom.com/Autosys.htm â&#x20AC;˘ 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

Business Systems Integrators www.BSIEDI.com â&#x20AC;˘ 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Customer Relationship Management

Retail Management System

DiCentral www.dicentral.com â&#x20AC;˘ 281-480-1121 ext. 153 EDI Integration with Microsoft Dynamics DiCentral's DiIntegrator is an advanced, hosted solution, to instantly become EDI compliant with your trading partner community, and to seamlessly integrate data with Microsoft Dynamics GP, AX, NAV, and SL. eBridge Software www.ebridgeconnections.com â&#x20AC;˘ 800-755-6921 eBridge for EDI Web-based EDI solution eliminates transaction fees - low monthly fees.

HighJump TrueCommerce EDI Solutions www.highjump.com/truecommerce 724-940-5520 ext. 335 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Isis, Inc. www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx â&#x20AC;˘ 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ positive_pay.aspx â&#x20AC;˘ 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank.

Lanham AssociatesÂŽ www.lanhamassoc.com â&#x20AC;˘ 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Ship/Carrier Manifest, Labels, Bar-Coding, TP Compliance, WMS, Fcst & Replenishment. Highest quality in one total solution rather than 7 disparate ones. 88,000+ users worldwide.

Unprecidented visibility.

Point of Sale

Lanham AssociatesÂŽ www.lanhamassoc.com â&#x20AC;˘ 678-379-4200 ext. 105 EDI VAN Lanham can be your one EDI stop, but we won't lock you in. Full function.

Fair Price.

Electronic Document Delivery (Email)/Faxing Accounting System Integrators www.asillc.com â&#x20AC;˘ 203-239-7740 eMail for Solomon Easily eMail documents from AR,OM,Flexible Billing,PO,SS. Flexible.

Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.

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

Equisys, Inc. www.equisys.com â&#x20AC;˘ 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your ďŹ nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.

Liaison Software Corp www.liaisonsc.com â&#x20AC;˘ 714-543-9877 ext. 201 Liaison Messenger EDD Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.

KEY:

Axapta

Great Plains

Minisoft www.minisoft.com â&#x20AC;˘ 800-682-0200 eFORMz eFORMz is a next generation electronic forms solution. Produce packing lists, shippings labels, barcodes, customs doc, checks, POs. Go paperless and email forms in PDF. Archiving, Fax and Document WorkďŹ&#x201A;ow included.

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

Expense Solutions Alba Spectrum Corporation www.albaspectrum.com â&#x20AC;˘ 773.384.9264 Credit Card Expense Manager Imports credit card activity data & generates GL entries, Bank entries & AP vouchers. E-mail options and Employee Web Portal for expense categories assignment.

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

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

Joesoftware Inc. www.joesoftware.com â&#x20AC;˘ 780-990-0220 Spencer Easy, conďŹ gurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workďŹ&#x201A;ow, multi-currency, VAT support, electronic receipts and more.

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

Navision

Solomon

Field Service Management Open Door Technology www.opendoor.ca â&#x20AC;˘ 403-777-2410 TaskMaster Mobility Solution Increase productivity and generate rapid ROI with workďŹ&#x201A;ow driven processes for any industry or ďŹ eld application. Enable real-time information exchange with a mobile workforce and ERP system through mobile devices.

Fixed Assets Computer Productivity Services Inc. http://cps.ďŹ nancial.oďŹ&#x192;celive.com/ WirelessFixedAssetCount.aspx â&#x20AC;˘ 905-847-7746 CPS - Wireless Fixed Asset Physical Count and Create Count or create ďŹ xed assets with a wireless scanner. $3500.

Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-646-3590 ext. 112 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

General Ledger

Admiral Consulting Group www.admiral-west.com/advancedallocations/ index.html â&#x20AC;˘ 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire departments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.

Alba Spectrum Corporation www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).

Alba Spectrum Corporation www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Advanced Customer Merge Provides a workďŹ&#x201A;ow-oriented solution to merging customers in large databases. A â&#x20AC;&#x2DC;provisionalâ&#x20AC;&#x2122; merge is used for review and approval. The ďŹ nal merge physically transfers transactions to the primary customer.

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

Customer Relationship Management

Retail Management System

InďŹ nia Business Technology www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 InďŹ nia Integrator GL Allow users to copy and paste journal entries from Excel to Dynamics GP.

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

HR Services Inc. www.mystaďŹ&#x192;ngpro.com â&#x20AC;˘ 800-939-2462 myStaďŹ&#x192;ngPro Applicant Tracking System Recruiting software to qualify applicants. track jobs, and select hires.

ImageTag, Inc. www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Capture & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. More choose KwikTag's document & case mgmt.

Integrity Data www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budgeting and managing FTEâ&#x20AC;&#x2122;s, and more!

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.

Kronos Incorporated www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Professional Advantage www.profad.com â&#x20AC;˘ 701-235-2363 1StaďŹ&#x20AC; for Microsoft Dynamics 1StaďŹ&#x20AC; provides an end-to-end solution for staďŹ&#x192;ng organizations from resume parsing to generating ďŹ nancial statements. One solution your sales, recruiters and ďŹ nancial staďŹ&#x20AC; can all use.

Point of Sale

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HORIZONTAL

Bottomline Technologies www.bottomline.com/createform_AX 800-472-1321 Create!formÂŽ Complete document & payment automation. Customize & deliver Dynamics AX output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

m-hance www.m-hance.com â&#x20AC;˘ +44(0)844 264 0932 Active Documents for Sales and Purchasing Email singular or bulk remittances, statements, SOP & POP docs directly from Dynamics GP. Also enables REPRINTING of remittances.

Inter-company Processing Corporate Renaissance Group www.crgroup.com/combiner.php â&#x20AC;˘ 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same chart of accounts can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. mc² www.mc2software.com â&#x20AC;˘ 303-364-5959 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

Inventory Enhancement AIM Computer Solutions, Inc. www.rapidtrak.net â&#x20AC;˘ 586-439-0300 RapidTrak Web based wireless material tracking; user-deďŹ ned commands; alerts.

HORIZONTAL

Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM Ability to associate sale order/assembly & PO/assembly & disassembly.

Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Quality Count Provides the most robust and complete physical inventory functionality.

Computer Productivity Services Inc. www.cps.ďŹ nancial.oďŹ&#x192;celive.com/ Inventory.aspx â&#x20AC;˘ 905-847-7746 CPS - Wireless Inventory Physical Count State of the Art count and adjust inventory by class/site. $3500.

Computer Productivity Services Inc. www.cps.ďŹ nancial.oďŹ&#x192;celive.com/ WirelessReceiving.aspx â&#x20AC;˘ 905-847-7746 CPS - Wireless Receiving, Adjustments and Transfers State of the Art Wireless Receiving, Adjustments and Transfers. $3500.

Computer Productivity Services Inc. www.cps.ďŹ nancial.oďŹ&#x192;celive.com/BarCode.aspx 905-847-7746 CPS - UPC Code Generator Automatically Create UPC codes for inventory items. $1000. m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Advanced Inventory Replenishment One of the critical measures of success for any distribution company is the ability to eďŹ&#x20AC;ectively balance inventory investment and customer service levels.

Reduce stock, improve customer service and reduce admin.

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CRMUG Magazine

Northlake Partners www.TheNorthlakePartners.com â&#x20AC;˘ 425-773-9606 BluWare - Item Management ConďŹ gure unlimited item attributes to extend BI and automate promotions, commissions, & freight charges. Manage Catch Weight items & display separate UOM's for an item's unit, weight, & price UOM in sales order.

Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-646-3590 ext. 112 PanatrackerGP Mobile Sales Adding mobility to sales transaction processing for Dynamics GP. Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-646-3590 ext. 112 PanatrackerGP for Inventory Management Adding bar code data capture to GP to capture inventory transactions at the point of activity.

WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLinkexport/import to CSV ďŹ les.

WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Lot Extensions Adds an unlimited number of userdeďŹ ned Lot Attributes.

Inventory Management Absolute Value www.absolutevalue-us.com â&#x20AC;˘ 678-389-7289 Absolute Value/Lanham Associates Best-ďŹ t formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.

Alba Spectrum Corporation www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory deďŹ ned by groups of attributes. DeďŹ ne items by attribute types & pricing by attribute value. Transaction entry via item grids in SOP & POP. Fully compatible with GP. ASC Software www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

FASCOR www.fascor.com â&#x20AC;˘ 513-421-1777 ext. 103 FASCOR WMS Trusted solutions for Warehouse and Transportation Management with industry leading integration to Dynamics GP. Fully integrated, the FASCOR WMS delivers Tier 1 functionality for all size companies.

Navision

Solomon

Lanham AssociatesÂŽ www.lanhamassoc.com â&#x20AC;˘ 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Enables just-in-time production purchasing via comparing component time-phased demand to dynamic vendor lead-time. Inventory items as components or supply them as products for customers. Gain visibility & control.

Lanham AssociatesÂŽ www.lanhamassoc.com â&#x20AC;˘ 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multiple rollup views. m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Inter-site Transfers In a multi-site distribution company this can be critical to operational effectiveness. Control and automate re-distribution of stock from a central warehouse to depots or adhoc movements from one site to another. m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Unit of Measure Management Users need to look at sales performance in one consolidating unit, perhaps tonnage, litres or cases; regardless of how products come packaged; by the pallet, case, carton or individually. m-hance www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Advanced Inventory Replenishment One of the critical measures of success for any distribution company is the ability to eďŹ&#x20AC;ectively balance inventory investment and customer service levels.

Reduce stock, improve customer service and reduce admin.

Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-646-3590 ext. 112 PanatrackerGP for Inventory Management Adding bar code data capture to GP to capture inventory transactions at the point of activity.

RockySoft www.RockySoft.com â&#x20AC;˘ 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Customer Relationship Management

ScanWorkX www.scanworkx.com â&#x20AC;˘ 913-647-8640 NEW: ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Invoicing Enhancement Ariett Business Solutions, Inc. www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Travel, Expense & AP Invoice Automation Pre-travel Approval, Automated Expense Reporting with Credit Card Integration & AP Invoice Automation. With Document management and mobile apps.

AXtension www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Invoice Processing Optimized accounts payable invoice processing.

Azox, Inc. www.azox.com â&#x20AC;˘ 734-928-6010 Online Bill Pay Bundle Pay invoices by ACH or credit card securely from your website/web store.

Bottomline Technologies www.bottomline.com/TransformAP_ for_Sharepoint â&#x20AC;˘ 800-472-1321 TransformÂŽ AP SharePointÂŽ-based AP automation solution for capture, approval workďŹ&#x201A;ow & reporting plus integration to Microsoft Dynamics. Streamlines AP processes, reduces processing costs & increases visibility.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Recurring Contract Billing Automate cyclical billing processes & improve cust. & contract mgmt. Autogenerate scheduled invoices reducing billing & invoicing time.

Equisys, Inc. www.equisys.com â&#x20AC;˘ 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your ďŹ nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.

ImageTag, Inc. www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Capture & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. More choose KwikTag's document & case mgmt.

Retail Management System

Point of Sale

Isis, Inc. www.isissoftware.com/enha/isis_sl_ ar_collections.aspx â&#x20AC;˘ 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

Nodus Technologies, Inc. www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage Online Billing & Payment Collection for GP, PA-DSS certiďŹ ed, view invoices, automated recurring payments, tokenization, ecommerce integration.

Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace Invoice Automation Integrated Invoice Automation Solution for your electronic approvals, check request & invoice matching needs.

Job Costing

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

Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Industry-Tailored Dynamics AX Solutions With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

Lanham AssociatesÂŽ www.lanhamassoc.com â&#x20AC;˘ 678-379-4200 ext. 105 NEW: E-Ship Label Formatter Formats customized and carrier labels inside the shipping system.

WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 LabelLink Print to barcode label printers from inside GP. Unlimited label formats.

KEY:

Axapta

Great Plains

Migrations appStrategy www.appstrategy.com â&#x20AC;˘ 269-345-3111 ext. 1 appCompass Suite Integration & Migration solution for Dynamics CRM, legacy, and cloud.

Mobility

Cincom Systems, Inc acquire.cincom.com â&#x20AC;˘ 800-224-6266 Cincom Acquire Close deals 80% faster! Smart conďŹ gure, price, quote solution leveraging the familiar Microsoft stack for a simple, dynamic user experience.

Axonom www.axonom.com â&#x20AC;˘ 952-653-0400 Powertrak for Tablets Mobile CRM, Time & Billing, Quote & Product ConďŹ gurator, and Surveys.

Horizons International www.hzs.com â&#x20AC;˘ 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

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

SalesFUSION, Inc. www.salesfusiion.com â&#x20AC;˘ 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Commodity Surcharge Tracks the spot price of commodities, adds surcharge during invoicing to cover diďŹ&#x20AC;erence in the spot price between quote date and invoice date.

WilloWare, Inc. www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 LeanMFG Complete manufacturing suite for smaller GP manufacturers, or those whose processes include Disassembly, Batch, or Multi-product production.

Labeling Computer Productivity Services Inc. www.cps.ďŹ nancial.oďŹ&#x192;celive.com/ BarCode.aspx â&#x20AC;˘ 905-847-7746 CPS - Bar Code Label Application for POP, SOP, Inventory and Fixed Assets Generate Labels for an entire transaction with a single click. $1500.

SalesFUSION, Inc. www.salesfusiion.com â&#x20AC;˘ 800-558-1760 SalesFUSION360 SalesFUSION360 is a marketing software that provides email, web tracking, lead management & landing pages and lead nurturing for Dynamics CRM.

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.

Marketing Automation Marketing Power For Dynamics CRM

CoreMotives, a Silverpop company www.coremotives.com â&#x20AC;˘ 770-916-6485 CoreMotives Marketing Suite Marketing power for 1,300+ Microsoft Dynamics CRM organizations: Email marketing - Lead scoring - Web tracking - Event management - Web capture forms - Surveys.

Navision

Solomon

NAV and CRM Integration

Online/Electronic Business Services Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Invoice Cloud for Dynamics GP Provides online invoice processing branded for each billing entity.

Payables Enhancement

Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.

Ariett Business Solutions, Inc. www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Travel, Expense & AP Invoice Automation Pre-travel Approval, Automated Expense Reporting with Credit Card Integration & AP Invoice Automation. With Document management and mobile apps.

Customer Relationship Management

Retail Management System

Avalara, Inc. www.avalara.com â&#x20AC;˘ 877-780-4848 NEW: AvaTax 1099 AvaTax 1099 provides Accounts Payable departments with a turnkey solution to annual 1099 reporting. The webbased solution provides real-time TIN veriďŹ cation, built in W-9 and B-Notice remediation processing.

BGE, Inc. www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP. Bottomline Technologies www.bottomline.com/TransformAP_ for_Sharepoint â&#x20AC;˘ 800-472-1321 TransformÂŽ AP SharePointÂŽ-based AP automation solution for capture, approval workďŹ&#x201A;ow & reporting plus integration to Microsoft Dynamics. Streamlines AP processes, reduces processing costs & increases visibility.

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

InďŹ nia Business Technology www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 InďŹ nia Integrator AP Allow users to copy & paste Payables transactions from Excel to Dynamics Isis, Inc. www.isissoftware.com/enha/isis_sl_ positive_pay.aspx â&#x20AC;˘ 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ apar_refunds.aspx â&#x20AC;˘ 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.

KTL Solutions, Inc. www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL FastAP Brings distribution window and payment terms directly to the 1st screen.

Point of Sale

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HORIZONTAL

JOVACO Solutions Inc. www.jovaco..com â&#x20AC;˘ 888-988-3535 ext. 117 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Manufacturing Enhancement

Liaison Software Corp www.liaisonsc.com â&#x20AC;˘ 714-543-9877 ext. 201 Liaison Messenger EFT Automate the batch e-mail and faxing of EFT NotiďŹ cations to Vendors.

Mekorma www.mekorma.com â&#x20AC;˘ 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP with Secure Approval WorkďŹ&#x201A;ow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks. m-hance www.m-hance.com â&#x20AC;˘ +44 (0)844 264 0932 Invoice Approvals and Accruals Browser based invoice approval and requisitioning functionality fully integrated with Dynamics GP. Automates invoice accrual process.

HORIZONTAL

www.checkfactory.com

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

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.

BGE, Inc. www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP. Greenshades Software www.Greenshades.com 888-255-3815 ext. option 2 Greenshades Center Creates Federal State and Local W-2s 940/941s 1099s SUTA returns & more.

Greenshades Software www.Greenshades.com 888-255-3815 ext. option 2 Greenshades Payroll Tax Service Our Tax Service is the easiet way to ďŹ le and pay your payroll taxes.

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Axapta

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CRMUG Magazine

InďŹ nia Business Technology www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 InďŹ nia Integrator PR Allow users to copy & paste Payroll transactions from Excel to Dynamics.

Integrity Data www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2â&#x20AC;&#x2DC;s, managing complex payroll posting requirements/corrections, conďŹ guring overtime rules and more!

Isis, Inc. www.isissoftware.com/enha/isis_sl_ positive_pay.aspx â&#x20AC;˘ 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx â&#x20AC;˘ 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.

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.

KTL Solutions, Inc. www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to payroll information by employee. The security is applied to cards, reports, inquiry, and smart lists.

KTL Solutions, Inc. www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Pay Stubs Online 1.0 A web-based app that provides employees online access to their pay stubs.

Employees can be notiďŹ ed through email when their pay stub is available online. ConďŹ guration tool allows control to information.

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

Portals Axonom www.axonom.com â&#x20AC;˘ 952-653-0400 Powertrak Portals Providing customers, partners or members vital information via portals.

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

Experlogix, Inc. www.experlogix.com â&#x20AC;˘ 805-504-9729 ext. 707 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Northlake Partners www.TheNorthlakePartners.com â&#x20AC;˘ 425-773-9606 BluWare - Customer & Vendor Portal Real-time web access to customers & employees for BI, order inquiry, & sales order entry. Our 'Data Access' controls record level security.

Procurement Management Absolute Value www.absolutevalue-us.com â&#x20AC;˘ 678-389-7289 Absolute Value/Lanham Associates Best-ďŹ t formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and onpremise. Reduce inventory levels and improve customer service.

Liaison Software Corp

Ariett Business Solutions, Inc.

www.liaisonsc.com â&#x20AC;˘ 714-543-9877 ext. 201 Liaison Messenger DD Batch E-mail 128-bit encrypted Direct Deposit Statements to Employees.

www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett ReqNet & Expense Management eProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.

Navision

Solomon

Customer Relationship Management

Retail Management System

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

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

Liaison Software Corp www.liaisonsc.com â&#x20AC;˘ 714-543-9877 ext. 201 Liaison Messenger EFT Automate the batch e-mail and faxing of EFT NotiďŹ cations to Vendors.

Northlake Partners www.TheNorthlakePartners.com â&#x20AC;˘ 425-773-9606 BluWare - Commodity Procurement Manage harvest, hauling, & purchasing of crops, grain, & ďŹ sh. Specify prices by commodity & automate deductions & taxes. Manage unlimited Farmers & Fields and complete 'Delivery Tickets' to become Payables in GP. Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

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

Project Accounting

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Point of Sale

JOVACO Solutions Inc. www.jovaco..com â&#x20AC;˘ 888-988-3535 ext. 117 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Paramount Technologies www.paramounttechnologies.com 248-960-0909 WorkPlace Project Series Combines the WorkPlace Time, Expense and Project solutions with seamless out-of-the-box integration with leading ERP systems.

Purchase Order Processing Enhancement

Equisys, Inc. www.equisys.com â&#x20AC;˘ 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your ďŹ nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.

ICAN Software Corporation www.icansoftware.com â&#x20AC;˘ 253-426-3737 Vendor Price Matrix Vendor speciďŹ c unit costing for purchase orders.

KTL Solutions, Inc. www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically deďŹ ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Paramount Technologies

Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

Ariett Business Solutions, Inc. www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett ReqNet & Expense Management eProcurement Solution, in the cloud or on premise, Requisition Management, AP Invoice Automation, Expense Reporting, Credit Card Integration.

Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.

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

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

KEY:

Axapta

Great Plains

www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Integrated Requisitioning & Procurement solutions with built-in PunchOut capabilities and automatic email notiďŹ cations.

UniďŹ ed Business Solutions, LLC www.dynamicsgenie.com/pogenie.aspx 877-724-3643 PO Genie Automatically create POs based on inventory levels and Backorders, by Item, Class, Site, & Vendor utilizing standard Item Resource Planning.

Quality Control Horizons International www.hzs.com â&#x20AC;˘ 800-287-8014 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

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

ICAN Software Corporation www.icansoftware.com â&#x20AC;˘ 253-426-3737 Print Cash Receipts Print cash receipts and historical cash receipts.

ICAN Software Corporation www.icansoftware.com â&#x20AC;˘ 253-426-3737 Mass Apply Receivables Mass apply range of customers & dates with speciďŹ c apply or auto apply.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Recurring Contract Billing Automate cyclical billing processes & improve cust. & contract mgmt. Autogenerate scheduled invoices reducing billing & invoicing time.

Navision

Solomon

Reconciliation Isis, Inc. www.isissoftware.com/enha/isis_sl_ cash_basis.aspx â&#x20AC;˘ 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

InďŹ nia Business Technology www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 InďŹ nia Integrator AR Allow users to copy and paste AR transactions from Excel to Dynamics GP.

m-hance www.m-hance.com â&#x20AC;˘ +44(0)844 264 0932 Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ apar_refunds.aspx â&#x20AC;˘ 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.

m-hance www.m-hance.com â&#x20AC;˘ +44 (0)844 264 0932 The Reconciler for AR and AP The automated reconciliation tool for highlighting the cause of imbalances between the AR or AP modules & the GL Control Accounts.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ ar_collections.aspx â&#x20AC;˘ 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

Nodus Technologies, Inc. www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage Online Billing & Payment Collection for GP, PA-DSS certiďŹ ed, view invoices, automated recurring payments, tokenization, ecommerce integration.

Receivables Enhancement Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Invoice Cloud for Dynamics GP Provides online invoice processing branded for each billing entity.

Stanley Stuart YoďŹ&#x20AC;ee & Hendrix, Inc. www.ssyh.com/products/ssyh-add-ons/ national-accounts/ â&#x20AC;˘ 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Stanley Stuart YoďŹ&#x20AC;ee & Hendrix, Inc. www.ssyh.com/products/ssyh-add-ons/ ar-collections-manager/ â&#x20AC;˘ 407-660-0059 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash ďŹ&#x201A;ow.

Customer Relationship Management

Retail Management System

Strategic Solutions NW www.getbizax.com â&#x20AC;˘ 503-924-3121 BizAX BizAX adds functionality to AX Financials.

Lockbox, Positive Pay, & Bank Account Reconciliation. SimpliďŹ es accounting processes with easy set-up; multiple transfer, encryption & ďŹ le types; and automatic processing.

Reporting Accountable Software www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Accountable Software www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics SL Inquiry Reporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes out-of-box reports, ďŹ lters, sorting, grouping. summaries, drill down to source screens, & more.

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.

Point of Sale

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HORIZONTAL

Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.

Equisys, Inc. www.equisys.com â&#x20AC;˘ 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your ďŹ nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes.

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

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reports & queries on the ďŹ&#x201A;y.

Sort, ďŹ lter & re-order columns easily.

Sum groups of info fast.

HORIZONTAL

Flexible Solutions www.GPReportsViewer.com 212-254-4112 ext. 1 NEW: GP Reports Viewer Easily and quickly print/email Crystal and SRS reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from ďŹ elds in GP.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ cash_basis.aspx â&#x20AC;˘ 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

KTL Solutions, Inc. www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL. PrecisionPoint Software www.precision-point.com â&#x20AC;˘ 650-375-2414 PrecisionPoint - Business Intelligence Subscription based reporting and analytics solution for Dynamics AX and NAV. A monitored and managed service with guaranteed deliverables.

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

KEY:

Axapta

Great Plains

54

CRMUG Magazine

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

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

Northlake Partners www.TheNorthlakePartners.com â&#x20AC;˘ 425-773-9606 BluWare - Promotions & Rebates Automate the calculation of promotions, rebates, & royalties from sales orders.

Include as additional line items or GL accruals. Establish programs by date range, items, & customers and prices by unit, weight, or %.

United ERP, LLC www.unitederp.com â&#x20AC;˘ 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt approvals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, forecasting & business intelligence.

Sales Order Processing Enhancement Accountable Software www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics Reporting - Forms Printer Print SOP, POP & other forms using SSRS & Crystal. Use 3rd party and custom data. Full GP Notes. Deliver forms by Email in PDF & other formats.

Accounting System Integrators www.asillc.com â&#x20AC;˘ 203-239-7740 Order Entry / Invoicing Flexible Order/Invoicing with eMail.

OM alternative. No Process Manager.

Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV. Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Sales ConďŹ gurator Provides a complete 'assemble to order' sales system.

Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.

Navision

Solomon

Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Invoice Cloud for Dynamics GP Provides online invoice processing Flexible Solutions branded for each billing entity. www.GPReportsViewer.com 212-254-4112 ext. 1 Blue Moon Industries NEW: GP Reports Viewer www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Replace SOP and POP documents with Freight Matrix Crystal or SSRS reports. Email SOP and Provides the capability to deďŹ ne your POP documents in PDF using all native own freight charge schedules.

Dynamics GP setup.

Blue Moon Industries KTL Solutions, Inc. www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Advanced BOM KTL SOP Advanced Distribution Ability to associate sale order/assembly Allows you to dynamically deďŹ ne where & PO/assembly & disassembly. each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Cincom Systems, Inc acquire.cincom.com â&#x20AC;˘ 800-224-6266 Cincom Acquire Close deals 80% faster! Smart conďŹ gure, price, quote solution leveraging the familiar Microsoft stack for a simple, dynamic user experience.

Liaison Software Corp www.liaisonsc.com â&#x20AC;˘ 714-543-9877 ext. 201 Liaison Messenger EDD Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Direct Deposits, and Reports to customers, vendors, employees, etc directly from Microsoft Dynamics. Supports SSRS,Crystal, & Dexterity.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Recurring Contract Billing Automate cyclical billing processes & improve cust. & contract mgmt. Auto- nChannel generate scheduled invoices reducing www.nchannel.com â&#x20AC;˘ 800-406-8217 ext. 300 billing & invoicing time.

Multi-Channel Management Platform Equisys, Inc. Connect existing ERP, ecommerce, and www.equisys.com â&#x20AC;˘ 770-772-7201 POS systems in minutes! Cloud-based Zetadocs for NAV solution for distributors, suppliers and Zetadocs for NAV automates the capture, retailers managing many systems to delivery, and storage of your ďŹ nancial support sales channels and drop ship documents.Please visit our website programs. Free 30 day trial. to learn how Zetadocs can streamline your paper processes.

Nodus Technologies, Inc. www.nodus.com â&#x20AC;˘ 909-482-4701 EthoTech, Inc. eSOP Advantage www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Web-based SOP from anywhere anytime NEW: Customer Service Collection with customizable workďŹ&#x201A;ow for GP. Enhance SOP: check for duplicate POâ&#x20AC;&#x2122;s; assign credit limit process holds; move sales docs between batches; print shipping labels; show apply info on Northlake Partners SOP docs; view unallocated inventory www.TheNorthlakePartners.com â&#x20AC;˘ 425-773-9606 & expected receipt dates.

BluWare - Sales Order Complete web Sales Order w/workďŹ&#x201A;ow, EthoTech, Inc. automated email & status change, www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 conďŹ gurable UI's, catch-weight, multi Next Numeric Collection item UOM, & added Price List features.

Auto-generate your master record IDs Integrated w/BluWare logistics, freight, (i.e. Customers, Vendors, Items, Fixed promotions, & commissions.

Assets, etc.); as well as transaction batch IDs. Panatrack, Inc. www.panatrack.com â&#x20AC;˘ 262-646-3590 ext. 112 Experlogix, Inc. PanatrackerGP Mobile Sales www.experlogix.com â&#x20AC;˘ 805-504-9729 ext. 707 Adding mobility to sales transaction Experlogix ConďŹ gurator processing for Dynamics GP. for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Customer Relationship Management

Retail Management System

Point of Sale

V-Technologies, LLC www.vtechnologies.com â&#x20AC;˘ 800-462-4016 StarShip Shipping Software Integrated shipping for small parcel and LTL; supports UPS, FedEx, DHL, USPS (Endicia), OnTrac, Freightquote, YRC and more.

Security

Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Security Manager Arbelaâ&#x20AC;&#x2122;s Security Manager radically simpliďŹ es managing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it.

V-Technologies, LLC www.shipgear.com â&#x20AC;˘ 800-462-4016 ShipGear for UPS WorldShip and FedEx Ship Manager Access Dynamics GP sales transactions within UPS WorldShip and/or FedEx Ship Manager and automatically update freight charges and tracking info.

Fastpath Solutions, Inc

Supply Chain Management

www.gofastpath.com â&#x20AC;˘ 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.

Fastpath Solutions, Inc

KTL Solutions, Inc. www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to payroll information by employee. The security is applied to cards, reports, inquiry, and smart lists.

Shipping/Manifesting FASCOR www.fascor.com â&#x20AC;˘ 513-421-1777 ext. 103 FASCOR TMS TMS is an integrated solution for small parcel and ltl shipping. Carrier CertiďŹ ed for UPS, FedEx, USPS (Endicia), LTL and other carriers. Feature rich and user conďŹ grable / multiple integration options.

Lanham AssociatesÂŽ www.lanhamassoc.com â&#x20AC;˘ 678-379-4200 ext. 105 E-Ship Shipping from sales order through manifest. Package carriers available.

AIM Computer Solutions, Inc. www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.

Arbela Technologies www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies With over 100 years of cumulative ERP experience, we have tailored Dynamics AX to ďŹ t the speciďŹ c needs of this industry. Gain from our experience and maximize the return on your AX investment.

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

Northlake Partners www.TheNorthlakePartners.com â&#x20AC;˘ 425-773-9606 BluWare - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.

KEY:

Axapta

Great Plains

Navision

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

FASCOR www.fascor.com â&#x20AC;˘ 513-421-1777 ext. 103 FASCOR WMS Trusted solutions for Warehouse and Transportation Management with industry leading integration to Dynamics GP. Fully integrated, the FASCOR WMS delivers Tier 1 functionality for all size companies.

Lanham AssociatesÂŽ www.lanhamassoc.com â&#x20AC;˘ 678-379-4200 ext. 105 Supply Chain Solutions High quality Supply Chain solutions built inside NAV: Shipping, Forecasting/ Replenishment, WMS & EDI Compliance.

More than 1700 companies live.

RockySoft www.RockySoft.com â&#x20AC;˘ 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

System Enhancement AIM Technologies www.aim-technologies.com â&#x20AC;˘ 888-234-0428 DataSpy Provides information on tables updated and modiďŹ ed during the processing of transactions to speed customization and report development. Works with third-party modules.

DynamicsDownloads www.DynamicsDownloads.com â&#x20AC;˘ 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution?

Search, Buy and Sell here!

Solomon

Customer Relationship Management

Retail Management System

Isis, Inc. www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx â&#x20AC;˘ 804-762-4200 Expanded Master Information Easily add more user ďŹ elds for Vendors, Customers, Employees, Inventory, & Projects.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ cash_basis.aspx â&#x20AC;˘ 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ apar_refunds.aspx â&#x20AC;˘ 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.

Isis, Inc. www.isissoftware.com/enha/isis_sl_ ar_collections.aspx â&#x20AC;˘ 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

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!

Tax

Avalara, Inc. www.avalara.com â&#x20AC;˘ 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

Greenshades Software www.Greenshades.com 888-255-3815 ext. option 2 Greenshades Payroll Tax Service Our Tax Service is the easiet way to ďŹ le and pay your payroll taxes.

Point of Sale

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HORIZONTAL

www.gofastpath.com â&#x20AC;˘ 515-276-1779 ext. 410 Fastpath ConďŹ g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory.

Single interface for managing Dynamics users improving security, saving time and money. GP solution oďŹ&#x20AC;ers Single Sign on functionality.

Absolute Value www.absolutevalue-us.com â&#x20AC;˘ 678-389-7289 Absolute Value/Lanham Associates Best-ďŹ t formula, demand forecasting & multisite replenishment solution with DRP, collaboration, hub & spoke, drill down visibility. On-demand and on-premise. Reduce inventory levels and improve customer service.

Blue Horseshoe www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture.

Increase revenue, proďŹ t margins and asset utilization.

Encore Business Solutions www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data.

Ad-hoc reports & queries on the ďŹ&#x201A;y.

Sort, ďŹ lter & re-order columns easily.

Sum groups of info fast.

Kamp-Data, Inc. www.kampdata.com â&#x20AC;˘ 702-948-6554 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

Kronos Incorporated www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Sierra Workforce Solutions Kamp-Data, Inc. www.kampdata.com â&#x20AC;˘ 702-948-6554 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Time and Attendance

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

HORIZONTAL HORIZONTAL

Trade Promotion Management Business Computers Software, Inc.

Flintfox International Limited

www.business-computers.com â&#x20AC;˘ 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or ďŹ nger print reader.

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

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

Total Dynamics Solutions, LLC

JOVACO Solutions Inc. www.jovaco..com â&#x20AC;˘ 888-988-3535 ext. 117 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

KEY:

Axapta

Great Plains

56

CRMUG Magazine

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

Workflow

Altec www.altec-inc.com â&#x20AC;˘ 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, route & archive with doc-link, Integrated Document Management for Dynamics SL, AX, NAV & GP. appStrategy www.appstrategy.com â&#x20AC;˘ 269-345-3111 ext. 1 appCompass WorkďŹ&#x201A;ow Utilize Microsoft WF4 in Studio to automate processes.

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

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

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

Alba Spectrum Corporation www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced WorkďŹ&#x201A;ow Easy to use WorkďŹ&#x201A;ow solution designed to automate Dynamics GP & create â&#x20AC;&#x2DC;smartâ&#x20AC;&#x2122; integrations with external systems. Non-technical users can specify simple workďŹ&#x201A;ows & developers can create more advanced solutions.

Navision

Solomon

Customer Relationship Management

Retail Management System

Integrity Data www.u-linc.com â&#x20AC;˘ 217-732-3737 ext. 0203 U-LINC(TM), Powered

By Integrity Data WorkďŹ&#x201A;ow and notiďŹ cations anytime, anywhere in Microsoft Dynamics.

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

Mekorma www.mekorma.com â&#x20AC;˘ 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP - with Secure Approval WorkďŹ&#x201A;ow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks.

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

Northlake Partners www.TheNorthlakePartners.com â&#x20AC;˘ 425-773-9606 BluWare - Sales WorkďŹ&#x201A;ow Manage unique sales order workďŹ&#x201A;ows by transaction type and site.

PaperSavePro www.PaperSavePro.com â&#x20AC;˘ 877-727-3799 PaperSavePro PaperSaveProâ&#x201E;˘ is a CertiďŹ ed for Microsoft Dynamics document management and electronic workďŹ&#x201A;ow solution that eliminates inherent risks and ineďŹ&#x192;ciencies associated with paper.

Point of Sale

Services Application Service Provider/Hosting

Cloud Computing

Concept Computer Corporation Data Resolution, LLC www.conceptcomputer.com â&#x20AC;˘ 800-561-5852 Managed Microsoft Dynamics Hosting Concept is a certiďŹ ed hosting center oďŹ&#x20AC;ering end-to-end hosting & support services designed for all areas of a Microsoft Dynamics environment.

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

a TDS company

OneNeck IT Services www.oneneck.com â&#x20AC;˘ 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckÂŽ provides a comprehensive, ďŹ&#x201A;exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

GoIWx, Inc. www.goiwx.com â&#x20AC;˘ 952-258-6300 ext. 6321 Cloud Hosting Services for ERP and CRM Cloud Hosting Services built speciďŹ cally for ERP and CRM.

TM

Rose Business Solutions, Inc

Myappsanywhere by NetStandard

www.roseasp.com â&#x20AC;˘ 858 794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great commissions for the life of the contract. We guarantee 99.5% uptime.

www.myappsanywhere.com â&#x20AC;˘ 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customizations, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

WatServ www.watserv.com â&#x20AC;˘ 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM. We have the best partner programs with the highest returns. Call 866-531-2598.

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

a TDS company

OneNeck IT Services www.oneneck.com â&#x20AC;˘ 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckÂŽ provides a comprehensive, ďŹ&#x201A;exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

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

KEY:

Axapta

Great Plains

Navision

Solomon

WatServ www.watserv.com â&#x20AC;˘ 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM. We have the best partner programs with the highest returns. Call 866-531-2598.

Custom Development Alba Spectrum Corporation www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in the design and development of Dexterity & .NET based Customization and Integration (including eCommerce & RMS) solutions for Dynamics GP covering an extensive range of applications and industries.

Blue Moon Industries www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Custom Development Services Fixed prices & over 11 years of experience in custom development work.

Isis, Inc. www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Custom Development Isis provides cost eďŹ&#x20AC;ective outsourced custom development (C#, VB.NET, ASP. NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

Demand Generation FishNet Marketing LLC www.myďŹ shnetmarketing.com â&#x20AC;˘ 701-532-0502 List Acquisition, Lead Generation & Telemarketing Services Full-service Inside Sales Provider for Dynamics, Platform & Cloud Partners.

Lead qualiďŹ cation & nurture mktg; Partner Acct Mgmt; Partner Recruiting; Event Mgmt; Dedicated Rep Programs; Script dvlpmt; List & Lead Mgt.

Dexterity Development Alba Spectrum Corporation www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in the design and development of Dexterity & .NET based Customization and Integration (including eCommerce & RMS) solutions for Dynamics GP covering an extensive range of applications and industries.

Business Computers Software, Inc. www.business-computers.com â&#x20AC;˘ 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or ďŹ nger print reader.

DexPros www.dexpros.com â&#x20AC;˘ 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/ SQL/.NET/VB developers.

KTL Solutions, Inc. www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Custom Development We are a certiďŹ ed .Net and Dexterity development group with over 13 years experience. Provide us with your requirements for a free estimate.

KTL Solutions, Inc. www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP 13 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Sub-contractor rates to other resellers.

Sierra Workforce Solutions

Email Marketing

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

The Partner Marketing Group

Customer Relationship Management

Retail Management System

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

Point of Sale

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SERVICES

Rose Business Solutions, Inc www.mygpcloud.com â&#x20AC;˘ 888-794-9401 MyGPcloud myGPcloud is the ďŹ rst on-demand Microsoft Dynamics GP application.

Free 30 day trial that can be set up in less than 5 minutes. Start a trial for your prospect or send them to our site and begin your trial today!

Scribe Software www.scribesoft.com/online â&#x20AC;˘ 603-622-5109 Scribe Online Data integration for MS Dynamics CRM 2011 online, hosted and on premise.

Graphic Design Services David Swang Design

Marketing Planning & Services Looking Glass Marketing

www.davidswang.com â&#x20AC;˘ 701-412-7572 David Swang Design Logos, brochures, ads, direct mail, sales sheets, newsletters, banners.

HR & Payroll Implementation & Consulting Integrity Data www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire GP solution or only certain components. We also oďŹ&#x20AC;er a variety of customization and training services.

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

Implementation Services

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

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

Tornado Marketing, Inc. www.tornado-marketing.com â&#x20AC;˘ 608-213-0377 Marketing Consulting Tornado Marketing oďŹ&#x20AC;ers high-impact, highly eďŹ&#x20AC;ective marketing consulting.

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

Isis, Inc. www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis .NET Development Isis provides cost eďŹ&#x20AC;ective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

KTL Solutions, Inc. www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP 13 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Sub-contractor rates to other resellers.

Partner Channel Development Services

Client Strategy Group www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right!

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

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

Managed Services

SERVICES

a TDS company

OneNeck IT Services www.oneneck.com â&#x20AC;˘ 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckÂŽ provides a comprehensive, ďŹ&#x201A;exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

KEY:

Axapta

Great Plains

58

CRMUG Magazine

www.myďŹ shnetmarketing.com â&#x20AC;˘ 701-532-0502 List Acquisition, Lead Generation & Telemarketing Services Full-service Inside Sales Provider for Dynamics, Platform & Cloud Partners.

Lead qualiďŹ cation & nurture mktg; Partner Acct Mgmt; Partner Recruiting; Event Mgmt; Dedicated Rep Programs; Script dvlpmt; List & Lead Mgt

AIM International www.aimcorpinternational.com â&#x20AC;˘ 425-208-5430 NEW: Partner Channel Development We specialize in building Dynamics vertical partner channels to expand market reach, win more customers, build a global brand. Download guide.

Partner Support Service

Plumbline Consulting, LLC. www.PlumblineConsulting.com â&#x20AC;˘ 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your oďŹ&#x20AC;erings. 25+ yrs.

Recruitment Services

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

Avalara, Inc. www.avalara.com â&#x20AC;˘ 877-780-4848 AvaTax for Sales Tax Automation Automate and eliminate the complexity of sales tax management with AvaTax. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

SharePoint Development

Market Research FishNet Marketing LLC

Sales Tax Management Service

www.aimcorpinternational.com â&#x20AC;˘ 425-208-5430 NEW: Partner Channel Development We specialize in building Dynamics vertical partner channels to expand market reach, win more customers, build a global brand. Download guide.

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

Software Development Consulting Isis, Inc. www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Consulting Isis provides cost eďŹ&#x20AC;ective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

KTL Solutions, Inc. www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP 13 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Sub-contractor rates to other resellers.

United ERP, LLC www.unitederp.com â&#x20AC;˘ 201-567-6315 Royalty Accounting Software AXIP monitors your Royalty Lifecycle from contracts, product dvlpmt approvals, automatic royalty calculations, compliance checking w/audit tracking, automated statement reporting, forecasting & business intelligence.

Telemarketing/Telesales

Referral Marketing

FishNet Marketing LLC

.NET Development

Leading Results

Alba Spectrum Corporation www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in the design and development of Dexterity & .NET based Customization and Integration (including eCommerce & RMS) solutions for Dynamics GP covering an extensive range of applications and industries.

www.LeadingResults.com 888-717-1715 ext. 525 NEW: Referral Marketing Success Referrals donâ&#x20AC;&#x2122;t just happen â&#x20AC;&#x201C; you create the environment for success. Let us show you how to make that happen.

www.myďŹ shnetmarketing.com â&#x20AC;˘ 701-532-0502 List Acquisition, Lead Generation & Telemarketing Services Full-service Inside Sales Provider for Dynamics, Platform & Cloud Partners.

Lead qualiďŹ cation & nurture mktg; Partner Acct Mgmt; Partner Recruiting; Event Mgmt; Dedicated Rep Programs; Script dvlpmt; List & Lead Mgt

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Training Accolade Publications, Inc. www.accoladepublications.com â&#x20AC;˘ 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.

Martin & Associates www.martinandassoc.com 513-772-7284 ext. 118 GP, CRM, and FRx Training Hands on training at our Cincinnati location. GP classes include Financials and Supply Chain. CRM classes are Sales, Marketing and Service. We also oďŹ&#x20AC;er a two day FRx class. See website for schedule.

Webucator, Inc. www.webucator.com/microsoft/microsoftdynamics.cfm â&#x20AC;˘ 877-932-8228 Dynamics Training Microsoft Dynamics Training - regularly scheduled public classes delivered live online and custom private classes normally delivered at your oďŹ&#x192;ces. Webucator is a Microsoft CertiďŹ ed Partner for Learning Solutions.

Upgrades

Web Development Leading Results www.LeadingResults.com 888-717-1715 ext. 525 NEW: Inbound Marketing Hubspot Web Development Make your website WORK FOR you.

Hubspot is the premier inbound marketing tool. As a certiďŹ ed partner we know what works to drive in-bound leads

Writing/Documentation Services Client Strategy Group www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right!

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

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

Coming Soon...

A mobile version of The List!

Soon youâ&#x20AC;&#x2122;ll be able to access The List while on the go to search for products and services to meet your needs!

SERVICES

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

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