2013 Winter - GPUG Magazine

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contents

TA BL E OF winter 2013

Judy Van Der Lind en:

A Whole Lot of Heart

expiring, and Judy’s was less than five months date. They wouldn’t from its expiration let her board. Twenty-six fellow climbers continued while Judy and the journey to Scott waited three days in Amsterdam Tanzania, consulate to open. When it did open, for the U.S. get an extension. they told Judy she would not That’s when Judy broke down. Th eir group had that morning, started their climb and she hadn’t planned for before she started. They worked through this trip for a year to stop Scott flew out the red tape, and on Tuesday morning to the Mt. Kilimanjaro Judy and “Our Rotary group Airport. is so much like us to do our safari family that they first, and then arranged for join a second Judy. climbing group,” says Judy and Scott enjoyed a safari from Wednesday and then it was f you had a month’s through Saturday, time for them long sabbatical to face the mountain morning. They you do? Hit the from work, what joined their new on Monday beach? Catch would group (as good it, this group up on your DVR? with family? fortune would was from their Spend time have home church), have the same but were fortunate Judy Van Der Linden, leader as planned, to a fellow Rotarian marketing world record manager a GPUG® Partner by summiting who was setting for InterDyn Artis, four times in four Member, used a Their three-hour International’s her sabbatical weeks. End Polio Now bus drive to the to help Rotary initiative by climbing base of the mountain the Kenyan plains, Don’t feel bad Mt. Kilimanjaro. if your which Judy said overlooked began their six-day, was absolutely Judy’s third sabbatical, plans seem a little more, say, beautiful. Th mellow. This was 52-mile climb and the first two ey that afternoon, children coming was time for a were spent with meeting village home from school. challenge. her family. It “Each day was September 2011 five to seven hours to March 2012 take it very slow of actual climbing. was spent in Judy doing cardio to acclimate to preparation, with You have to workouts in the the altitude,” says climb started gym and hiking with trekking Judy. “The summit the evening of in her community poles and a 35-pound the fourth day. and walked six use a Camelbak backpack. She We got up that hours, then stopped learned how to water system morning to practice drinking had dinner at at camp for lunch She tested water 5:00 pm and rest. We while walking. filtration tablets summit. We started and then went back to sleep because the water to be boiled or prep for the and filtered before in Africa needs the summit climb black, and while consumption. immunizations at 11:00 pm. the stars were She received It was pitchrequired for African stunning, it was the see my hand in sickness medication travel and researched so dark that I couldn’t front of my face. since an allergy altitude ” The group walked standard. She prevented her researched and from taking the in a single file purchased equipment line, guided only and the sound her alive in the of feet. The terrain by a headlamp extreme temperatures that would keep was like walking extremely steep, and altitude. And then the unthinkable and extremely in quick sand, cold. – Judy broke her “We went slow, “I asked my doctors leg. I can’t even explain if I would still zombie. The elevation they said yes,” be able to make it,” says Judy. says Judy. “I later “I felt like a the climb, and and altitude slowed found out they me from 11:00 about climbing us down so much. didn’t know anything pm to 4:00 am or the terrain It took to go from 15,400 I’d be in.” With when I vomited continued her to 17,900 feet. the first time.” their blessing, preparations as That’s she best as she could, The head guide feet, the highest climbing to 6,683 asked Judy if she she could go in North Carolina, wanted to continue; She continued 13,000 feet below on a little further, but still almost she said yes. the summit of and they stopped Mt. Kilimanjaro. she was sick again, On September for a break where a sign of altitude 7, Judy and her husband, Scott, descend since sickness. The North Carolina, altitude sickness departed Charlotte, only cure is to for Tanzania. can be fatal if As they boarded “The head guide Amsterdam to ignored. said, “no more the flight from Tanzania, Judy mama, we go down was pulled out that he took my Tanzania requires arm, one of my of line. Travel now”, and with passports to poles, and said to quickly,” says be more than we must Judy. “I told my six months from husband to continue, go down and summit for both 18 GPUG Magazine of us.” that he had to

In Every Issue 5 From the Director 6 Events 7 Welcome to Our New Members 8 Community News 17 Academy Corner 21 Word Find 35 Find the Logo Contest 36 Name That Photo Contest 37 The List, from The Partner Channel I

Winter 2013 t www.GPUG.com

Advertiser Index

30 Minutes

Altec . . . . . . . . . . . . . . . . . . . . . 13

Features 12 User Member Showcase

Business Computers Software, Inc. . . . . . . . . . . . . 15 HighJump TrueCommerce EDI Solutions. . . . . . . . . . . . . 23

Pandora Jewelry LLC

14 18

Integrity Data – ULINC . . . . . . . 4 Integrity Data – PR / HR Enhancements . . . . . . . . . . . 16 Mekorma . . . . . . . . . . . . . . . 30-31 MetaViewer from Metafile . . . . . 2

20 22

Microsoft Convergence . . . . . .29 Rockton Software . . . . . . . . . .60 Sierra Workforce Solutions . . .33

®

Magazine www.GPUG.com

24 26 28 32

“My Suggest is in There!” ion

There are 150 new features packed into Microsoft Dynamics GP 2013, many of which came as suggestions from Users via the Connect tool (connect.micro soft. com). “A couple Customers mentioned to me that they were excited to see their feature requests show up in the product,” says Errol. “They really felt part of the process as a result of that. ”

WITH THE MICRO SOFT DYNAMICS GP PRODUCT MANAGEMENT TEAM

PRODUCT MANAGEMENT

Preparing for

Microsoft Dynam We reached out to four experts ics GP 2013 in the Microsoft what they’re most Dynamics GP Partner looking forward community to to with regard see to Microsoft Dynamics GP 2013. Jeff Smith,

Bob McAdam, Dynamic Communiti es

Socius

Jon Rivers, Data Masons

Software

Kurt Quiggle, InterDyn BMI

What’s Coming Next?

As Jeff Trosen mentions in the Microsoft Member on page 22, work Showcase on “GP Next” has already begun. management team The product constantly reviews come in via the feedback requests Connect that and fluid development tool, which makes for a “very innovative process,” according deadline for you to Chad. There to enter requests isn’t a into Connect, get in there early but it’s better to so people can vote on your idea. so you need to “Majority wins, make sure your colleagues are voting,” says Pam.

“For Users on older versions, now is a really good time to move up,” says Pam. “Even if you’re not on Microsoft Dynamics GP 2010, you can move up to Microsoft Dynamics GP 2013. There are features in this release that people have been waiting for, and looking at the feature list to see what you can take advantage of will in your decision-makin help you g process.”

Where Can I See More?

All GPUG Regional Chapter meetings of content on will feature 90 Microsoft Dynamics minutes GP 2013. In addition that, the 14-part Webinar series available at www.GPUG.to com/member-r esources/dynam ics-gp-2013 offers information and a lot of can be accessed anytime. You can out to your Partner also reach as many are planning and training events, launch activities plus, check out the product management team’s blog at blogs.msdn.com /b/gp.

MOST EXCITING

It’s a tie between “Choose Printer at the Time of Printing” (for obvious reasons) and “Quantity Tolerances”.

Chad Sogge

PRINCIPAL GROUP PROGRAM MANAGER

Applause Gets Nods Clap louder, folks. The product management team uses your response during events to pick the features that get promoted in their materials. According to Pam, “If Users clap and cheer, we promote that feature in future events and list it as a community favorite.” GPUG

Choosing the printer will officially relieve that horrible realization Users sometimes run into during the day. “Quantity Tolerances” will provide greater controls within the procurement process around received quantities.

WHY ARE YOU

can be very important for service and warranty work, as well as tracking returns.

ADVICE FOR THE

Multi-tenancy.

Printing inconveniences can potentially lead to lost or delayed documents, which can have significant consequences on business operations. I don’t know how Users have lived without it!

It will enable hosting Partners to provide multiple instances of Microsoft Dynamics within the same database instance.

BE EXCITED?

Selecting a printer gives Users additional flexibility instead of locking them into one printer on their network.

UPGRADE TO MICROSOFT

Be methodical. Do a test upgrade with thorough scenario testing to make sure that the system is functioning as expected and necessary before putting it in production.

2013

SO EXCITED?

WHY SHOULD USERS They’ll be able to truly track serial and lot number activity for all sales and purchasing transactions. This information

DYNAMICS GP

Many to choose from, but “Choose Printer at Time of Printing” really hit home with me.

This feature is long overdue.

WHAT’S YOUR Plan accordingly when it comes to educating your Users on the 100+ new features. This release contains scores of enhancements based on Users’ suggestions, so chances are good someone in your office has already been asking for these improvements.

FEATURE IN MICROSOFT

The ability to track serial and lot numbers for dropship purchase orders.

Choosing the printer might be the most requested fix ever. I’m excited about “Quantity Tolerances” in the receivings area of POP as it now works for noninventory purchases as well as tracked items.

An Exciting Convergence

The team is looking forward to Convergence (coming up March 18-21 in New Orleans) as it will be an opportunity for a large group of Users to see the web client, Windows 8 integration, and new features at the same time. Learn more register at www.microsoft and .com/ dynamics/conv ergence.

Errol Schoenfish

DIRECTOR OF

The Betas Love It

Users that participated in the beta program for Microsoft Dynamics GP 2013 are happy campers, enjoying features such as the UI changes, BI, Word templates, and SRS reports. “Several Users went live within a matter of hours,” says Pam. “Many were on version 10 or older, so it was great for them to see the new enhancements very quickly.”

19

Pam Misialek

PRODUCT MANAGER

Moving On Up

It’s Never Been Better “There’s never been a better time to be a Microsoft

Dynamics GP User,” says Pam. “Users now have the power to choose how they want their product implemented, providing real impact to their bottom line and ROI. It’s not just cool technology, but it has real business value. ”

IN

Winter 2013

GPUG chatted with product manager, Errol Schoenfish, director of product management and Chad Sogge, release of Microsoft , Pam principal group Dynamics GP program manager, Misialek, and where you 2013, including about the can see it in early reviews, action. its business value, ®

action

MEMBER

Judy didn’t know that Scott was breathing and having trouble suffering from altitude sickness, not showing outward just signs. As Judy descended, she continued she and the head to vomit. When guide reached base camp, she back to normal felt and was able to communicate guide, a sign that with her her body could handle that altitude, but unfortunately not the summit altitude. “As I arrived at base camp to rest in my tent, sun was coming the up. It was the most beautiful I’d ever seen. My sunrise husband and others summit you can said that at the actually see the curvature of earth. Just the the most amazing sight.” “When I broke It’s also amazingly my leg, I never cold at the summit. thought of not anymore. When means you don’t Twenty degrees wanting to climb we were stuck get to enjoy the below zero in Amsterdam, When the altitude sunrise very long Kilimanjaro. I could have given medicine gave on top of Mt. up. me hives on the have given up As Scott descended, then,” reflects third day, I could it became clear Judy. “But I’m just not time he reached that he was seriously a quitter. I had Judy, Scott collapsed ill. By the to do this because about people Judy ran for oxygen in his tent, unable who are stricken I kept thinking and the head guide to breathe. with polio. Th polio, but they him down the ey didn’t choose did, and they make mountain immediately. said they would need to take to get the best of it,” one thing my “When they take says Judy. “That’s husband really you down, it’s the taught me, to positive instead on a gurney with Judy. “Six porters turn any situation of a negative. I’m one wheel,” says in four-man shifts, into a also showing my if you set your The trail is only running down grandchildren mind to do something, four feet wide, the mountain. that very rocky, and faced with, you no matter the Unfortunately difficult can overcome obstacles you’re this is the only them.” way off the mountain.” to even walk. Judy and Scott Judy did not returned home have the option 18 days after Scott was still to accompany mountain, but leaving their home. ill, but the African would walk six Scott down the hours alone with doctors wanted regular doctor group at the next her in him guide to meet the U.S. In addition to see his base camp. Worried another person descended so to Scott’s about Scott’s condition, her in their group quickly that they had two toes amputatedhospitalization, they passed some of “When I tell people who had left camp the group members from frostbite. about our experience, hours earlier. says Judy. “I don’t Judy’s guide was phone signal to they say “oh, that’s think they really able to get a cell the hospital. nice,” realize what’s didn’t really realize “I got to talk to involved. I guess what would be him,” says Judy. I involved. I kept be the hardest “It took them eight off the mountain, thing I’d ever hearing it would hours to get him and he was in do in my life, have to have a the oxygen ward. what was happening.” and it definitely lot of heart.” I didn’t understand was. You Judy is certainly The next day not lacking in was another eight-hour that area. You one run up the a faster pace than trek down over might think that mountain would the ascension. rocks and be enough, but see that summit Once they reached boarded a bus Judy needs to sunrise for herself to the hotel, and the base, Judy Kilimanjaro. then a few hours and will be returning the hospital. later they went to Mt. to “I know what “I only started to expect, so the crying when I saw fear of the unknown says Judy. “My the hospital,” says the conditions husband thinks doesn’t exist,” that we take for Judy, reflecting that God was on granted in more the boulders were world (her story looking out for established areas still ahead and of the hospital me since of the fellow climbers could be another it scared them “Scott was diagnosed crawled article that much. I don’t in and of itself). with pulmonary think my leg would over them, over the boulders.” edema, where his fluid and his heart have made it lungs filled with enlarged, and was Judy will spend in the hospital To get out of for three days.” the next year the hospital, Judy getting stronger her next summit and Scott had went to reimburse and preparing bid. She’s working to pay cash. Th them, they were for ey with doctors who before and has shocked to find the hospital, the renewed her passport, have climbed that three days ambulance ride, in her. When she x-rays, two specialists, so those obstacles rides to the hospital returns to Africa, are behind and four cab was $283. As she hopes to spend the children she mentioned, a other parts of more time with saw on her ascent. little different the world. than “Some of the “The hospital children we saw was nasty, but are orphans because he received very have died of AIDS,” “The people that good care,” says their parents says Judy. “I would helped us, especially Judy. extra days with love to go and describe the concern Scott’s guide, them. The way spend some I can’t begin to he had for Scott. these children chocolate (the changing event.” All in all, it truly looked at us, asking only English word was a lifefor they knew) and life, I want to be Life-changing thinking about able to help them indeed, with so their in some way.” many things happening That heart and way. determination, along the an amazing combination, to move this sweet woman are sure to achieving her magnificent sunrise. goal and seeing that GPUG

DYNAMICS GP

A critical step during any implementation or upgrade is to ask, “Do my ISV solutions align with Microsoft’s strategy for the ERP?” If they don’t, then I encourage you to take look at other technology a investments for both shortand long-term success.

I expect this feature will bring the cost of hosting down. It will also allow developers to manage multiple deployments with less overhead, facilitating a more economical management of multiple development cycles and versions.

2013? Prior to upgrading, rethink the possibilities that multitenancy could provide. User organizations will be able to have a fully parallel test system housed in a single instance of SQL, and that could be of great benefit to your organization.

Winter 2013

25

Upgrade Best Practices Member in Action Judy Van Der Linden Tips & Tricks Microsoft Member Showcase Jeff Trosen Preparing for Microsoft Dynamics GP 2013 Lead the Way to Better Business ISV Partner Member Showcase Integrity Data GPUG Summit Review

Winter 2013

3


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Powered by


Happy Year End! Kim Peterson

F ROM T H E

director

G

PUG® is about connecting, sharing, and helping you learn more about your Microsoft Dynamics GP solution. If you joined us in Seattle for GPUG Summit 2012, you got an excellent opportunity to experience our community firsthand. What a great event it was, and it was so fun to see Members truly helping other Members. To commemorate the start of a new year, we thought it would be fun to run down some 2012 highlights of GPUG: January: The GPUG Advisory Board welcomed two new board members: Tom Weaver and Drew Rosen. They bring great experience from a Member’s perspective, and we’ve received valuable feedback and direction when it comes to webinars and Academy offerings. February: We started the new SharePoint Special Interest Group (SIG), reaching beyond Microsoft Dynamics GP to help educate Members on how integration to technologies like SharePoint helps speed processes. March: GPUG hosted more than 1,000 Users at DayONE at Convergence in Houston. We also hosted 22 interactive sessions, birds of a feather roundtables, and more. It was a great month to build awareness and grow the GPUG family! April: The Education SIG started, helping those who use Microsoft Dynamics GP as their financial solution in the education market. May: We held more than 41 events – lots of learning and networking! June: With Microsoft Dynamics GP 2013 coming in December, we reignited an Upgrade SIG lead by Howard Swerdloff. Here Users learn best practices as they prepare for upgrades. July: It was a busy month with GPUG Academy courses. While some Members were on vacation, many others took the opportunity to attend virtual online courses. August: Many Microsoft Dynamics GP Users are also Microsoft Dynamics CRM Users – so we started a new SIG just for them! Now Users can learn more about how the products work together. September: It was all about “connections”. We hosted a dozen Regional Chapter meetings in September alone, and folks learned more about SSRS as reporting decisions are being made. October: This was our favorite month of 2012, as we hosted 550 Members at GPUG Summit! It’s like a big GPUG family reunion where Users reconnect and learn from one another. November: We kicked off our Microsoft Dynamics GP 2013 webinar series, including 14 webinars to help Users prepare for the landmark new release. December: This is a great month to get together on the local front at Regional Chapters since many chapters are gathering to see Microsoft Dynamics GP 2013 and learn year-end tips and tricks. This issue of GPUG Magazine concentrates on the exciting release of Microsoft Dynamics GP 2013. You’ll read interviews from Users, Partners, and Microsoft on what to get excited about and how it will help you move your business forward. Thank you to all who make GPUG what it is today. Let’s continue to connect, learn, and share to grow the GPUG community…one Member, one resolved challenge at a time! Regards,

Kim Peterson GPUG Director Winter 2013

5


events As an advocate of the Microsoft Dynamics GP community, GPUG® has been involved in many activities for the release of Microsoft Dynamics GP 2013. Posted below are the titles from our 14-part series to help you and your team learn more about this new product. View these recorded sessions at www.GPUG.com/member-resources/dynamics-gp-2013. » Better Together: Microsoft Dynamics GP 2013 and Office “15”

» Special Interest Group (SIG): HR/Payroll

» Demystifying the Cloud

» SIG: Upgrading to Microsoft Dynamics GP 2013

» GPUG Summit General Session Replay

» Transitioning to Management Reporter from FRx

» Microsoft Dynamics GP 2013 Functionality Review

» What’s New in Management Reporter 2012

» Microsoft Dynamics GP 2013 Overview

» What’s New in Microsoft Dynamics GP 2013 – Distribution

» Microsoft Dynamics GP 2013 Web Client Deployment

» What’s New in Microsoft Dynamics GP 2013 – Financials

» Microsoft Dynamics GP 2013 Web Client Overview

» What’s New in Microsoft Dynamics GP 2013 – Fixed Assets

In addition to the Microsoft Dynamics GP 2013 Webinar Series, we have our regularly scheduled webinars and training classes. Visit www.GPUG.com/events to learn more and register.

6

GPUG Magazine


members

W ELCOM E TO OUR NEW

This quarter we’d like to feature one of our new GPUG® 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 GP 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. “Recognizing the value of face-to-face collaboration, we hope to lead the next phase of Microsoft Dynamics GP expansion and create a Regional Chapter in St. John’s.”

Welcome to GPUG, Susan and RDC! Welcome also to the new Members who have invested in GPUG Premium membership and Partner membership this year! At press time, the group’s grand total of Member organizations is 3,681. Each new Member adds value not only to their own organization, but also to the entire GPUG community as they share their knowledge and experiences. Please note that these organizations have given GPUG permission to share their name publicly.

Premium Members Added Last Quarter AmChar Wholesale, Inc. Cenduit LLC Clarcorp Industr Corporate Commission of the Mille Lacs Band of Ojibwe Dinosaur Restaurants, LLC Durcon Incorporated H.R. Spinner Corp.

Health Diagnostic Laboratory, Inc. InterMune, Inc Mount Mercy University Mount Olive College Precision Conversions, LLC RiverStone Health Screamer, Inc. Suncoast Schools Federal Credit Union

Texas County & District Retirement System Tri Marine University of Maryland Faculty Physicians, Inc. US Digital Wilson Lumber Co., Inc Y-Tex

Premium Partner Members Added Last Quarter Ariett Business Solutions InterDyn Remington Consulting Wennsoft

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

Winter 2013

7


news Community News Go Green with Agri-Cover, Inc. Agri-Cover started a “Go Green” program in 2008. Within the first year of going green, the company cut its amount of waste going to the local landfill in half. Here’s how Agri-Cover is delivering on its green

Agri-Cover as their drop site; the company currently has a 33 percent participation rate

» A company garden feeds employee lunches during the summer and makes use of otherwise unused company property

initiative: #1: Reduce Waste Output: Implement a company-wide recycling program

» Recycling bins were set up to be easily available in designated stations around the plant floor; recycling efforts include all materials that the company’s local recycling center accepts

American Public University System Marks Commitment to Sustainability, Serving Military and Public Service Professionals, with Grand Opening of Energy-Efficient Finance Center American Public University System (APUS) recently celebrated

» Changed all pop machines to aluminum cans instead of plastic

the opening of its new, energy-efficient Finance Center located

bottles; money earned by recycling aluminum cans goes into a

in the Charles Town-Ranson Corridor of West Virginia. Since

fund for employee lunches

relocating its headquarters to Charles Town 10 years ago, APUS

» Company-supplied drink cups are given to all employees to

has invested more than $47 million in local construction and

reduce the amount of waste created by paper and Styrofoam

building renovation projects, including the state’s largest solar

cups

array that opened in the spring of 2012 and the Academic Center

» Reduced bathroom waste by changing from paper towels to handy dryers

» Reduced amount of mail/magazines received by contacting senders and asking to be removed from their mailing lists

that opened in late 2010. The Finance Center includes office and meeting space for APUS’s more than 400 finance and administrative staff who support more than 100,000 online students worldwide. The building’s construction aimed for LEED certification at the

» The company’s purchasing department worked closely with

Gold Level or higher, per standards set by the US Green Building

suppliers to make changes in how raw materials are packaged

Council. Additionally, solar panels provide covered parking while

and sent to Agri-Cover

producing power for the building.

#2: Reduce fuel usage and automotive waste by-products

» Conduct a monthly drawing for gas gift cards for employees who carpool

» Switched to synthetic oil in all company vehicles

GPUG® Offers Microsoft Dynamics GP 2013 Readiness Resources Microsoft Dynamics GP 2013 is coming; be prepared! GPUG offers information on our website to prepare you for the upcoming release, including a link to the official Microsoft launch site, links to valuable

#3: Education and Participation Is Key

materials and blogs, and information on the Microsoft Dynamics GP

» Established a GREEN Committee that includes senior

2013 Webinar Series. The webinars cover 14 educational sessions

management and employees from various departments, creating

(recordings and materials are posted after the webinar) to help Users

commitment on all levels in the company

understand what enhancements are coming and how to prepare for

» Daily updates through an employee intranet site as well as educational flyers/internal documents

» Invite employees to bring their recyclables from home and use

them. To top off information you can obtain at your desk, we are also hosting dozens of Regional Chapter meetings on the topic. Visit the site at today to see what all of the excitement is about! www.GPUG. com/member-resources/dynamics-gp-2013

8

GPUG Magazine


GPUG Vice Chairman Becomes a Microsoft MVP

Inc. 5000 Honors Batteries Plus for Sixth Consecutive Year

GPUG’s very own vice chairman, John Lowther, received

Batteries Plus, the nation’s largest and fastest-growing battery

fantastic news this fall when he was named a Microsoft Most

and light bulb franchise with more than 525 locations in 46 states

Valued Professional (MVP). John is one of 13 Microsoft Dynamics

and Puerto Rico, was listed as one of the fastest-growing private

GP MVPs worldwide and is the only User of the 13! The MVPs

companies in the United States in the 2012 issue of Inc. magazine’s

spend a lot of time helping to develop and educate their User and

Annual “Inc. 500 | 5000” list. Experiencing a three-year revenue

Partner communities. John has more than 20 years’ experience

growth of 64 percent and ranking #132 in the retail industry,

as a developer, 15 years as a database administrator, and 10 years

Batteries Plus continues to establish itself as the #1 battery and light

as a Microsoft Dynamics GP User. In his day job, John is the

bulb retailer and a franchise leader.

director of software development and integration at Sta-Home Health & Hospice, Inc. John has always been an MVP for GPUG, and GPUG is pleased to see him recognized by Microsoft for his many efforts.

Suddath® Sets the Standard for Excellence in the Transportation and Relocation Industry The Suddath Companies is exceeding global household goods

Global Tower Partners Establishes Community Service Day and Gives Back to Orlando Organizations

transportation and relocation industry standards and has recently been recognized with three prestigious awards: the Expatriate Management & Mobility Award (EMMA), Brookfield Relocation’s Empowered and Client-Centric Award, and Logistics Management’s

Community Service Day for its 170 employees located in the US.

Quest for Quality Award. These awards reflect a commitment to

Employees are given eight hours off during the year to give back

excellence in customer satisfaction and service performance in a

to the community by donating time to the cause of their choice. In

highly competitive market. It is clear that while the advancement of

addition, at the company’s midyear meetings in Orlando, employees

information technology is often where recognition is focused today,

volunteer at local charities in the Orlando area.

customer service is still the industry benchmark.

Share your big news with the GPUG community! If you have newsworthy events or happenings in your organization that you would like to see published in a future issue of GPUG Magazine, please submit the info to Bob@gpug.com for consideration. The news could be related to Microsoft Dynamics GP, GPUG, 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

Global Tower Partners (GTP) announced that it has established

9


news Looking for a Regional Chapter in your area? Here’s the current list of cities/regions that have a Chapter. Visit our Regional Chapter page at www.GPUG. com/member-resources/ regional-chapters to stay up to date with what’s going on in your neck of the woods. Arizona Austin, Texas Baltimore Carolinas Central Pennsylvania Colorado Dallas/Ft Worth Detroit (Michigan) Georgia Houston, Texas Indiana/Kentucky Kansas City Area Mid-Atlantic Midwest (Chicago) Minnesota Nashville, Tennessee New England New York/New Jersey Northeastern Pennsylvania Northern California Northern Florida Ohio Ontario Pacific Northwest (Seattle, Spokane) Pittsburgh Portland South Central Pennsylvania South Florida Southern California Tampa Bay Upstate New York Utah Virginia Washington, DC Wisconsin

Announcing the 2012 Regional Chapter of the Year: Congratulations Indiana/Kentucky!

Indiana/Kentucky Regional Chapter Leaders Traci Shaw and Steve Baute of Interactive Intelligence Inc. with the 2012 award.

We are pleased to recognize the Indiana/Kentucky GPUG® Regional Chapter for its exceptional work over the last year. This Chapter hosts quarterly meetings at User office locations and averages 17 Members per meeting. Over the last year they’ve met at locations such as a winery and the Indiana Motor Speedway, making time for discussing topics from refreshable reports in Excel® to debugging tools. The group has proved that meeting regularly, spending time on their content, and having some fun along the way make for a great Regional Chapter experience. Congratulations to the first recipient of this award. The GPUG team is proud of the work these volunteers provide!

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Announcing the 2012 GPUG All Stars We recognized this year’s GPUG® All Stars at GPUG Summit this

On being named a 2012 GPUG All Star, Mark commented, “I’m

fall. The GPUG All Star Award program recognizes Members who have

thrilled to be recognized as a GPUG All Star. The GPUG community is

in-depth knowledge of Microsoft Dynamics GP and make significant

big and vibrant, and I feel like I get more out of the GPUG community

contributions of their time and expertise to educate and connect the

than I put in.”

greater GPUG community. GPUG All Star

“I was humbled and honored when I was

Award recipients are nominated and selected

nominated for the GPUG All Star Award.

by fellow GPUG Members.

Actually winning was really a surprise and

The 2012 GPUG All Star Award recipients are

Mark

Polino,

principal

is still sinking in,” said Howard. “The GPUG

consultant

community is awesome and a great facility

at I.B.I.S. and Microsoft MVP; Howard

for networking, collaborating, and learning

Swerdloff, Microsoft Dynamics liaison at

from each other. It is an honor to be able

Global Tower Partners; and Richard Whaley,

to contribute and be recognized for my

publisher at Accolade Publications.

contributions.”

“These guys are awesome contributors to the GPUG community and

“This award was earned by our entire company as we continue

are so very deserving of this award,” said Kim Peterson, GPUG director.

to support the Microsoft Dynamics User Groups everywhere,” said

“Their knowledge of Microsoft Dynamics GP is astounding, and their

Richard. “Our charter is to help people that use Microsoft Dynamics

willingness to take their personal time to share it with our community

products better utilize their investment, and we will continue to do

is selfless and commendable. We can’t thank them enough!”

that and support the User Groups.”

GPUG

(Left to right): Mark Polino, Richard Whaley, and Howard Swerdloff

Winter 2013

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showcase

Pandora Jewelry LLC

user member

So Simple, Users Ignore It

Company PANDORA Jewelry LLC Headquarters Parent company located in Copenhagen, Denmark; North American Distribution Center in Columbia, Maryland Interviewee Susan Moore Email Smoore@pandora.net Website www.pandora.net Established 1982 Number of Employees 375 in the U.S.; more than 5,000 globally Microsoft Dynamics GP User Since Approximately eight years Number of Users 71 in the U.S.; 26 in Canada GPUG® Member Since 2010

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W

hile most businesses probably prefer that the ERP system remain quietly behind the scenes, this is particularly true for PANDORA Jewelry. Though famous for the charms that go into bracelets, the company offers other items as well. Guided by a dedication to making each moment matter with jewelry that is elegant yet affordable, it’s almost impossible to fathom finding terms like “general ledger” and “warehouse inventory” in the same sentence as PANDORA. That is, until a conversation with Susan Moore. Susan moved across the country 18 months ago to join the company’s IT team as the business systems administrator. With the parent company in Denmark, a factory in Thailand, and thousands of franchises and customers everywhere in between, PANDORA is a truly global operation. Susan’s job is to oversee the third-party systems that feed into Microsoft Dynamics GP, which serves as the core ERP system and integrates financials, warehousing, and inventory in the U.S. and Canada. Her job description may be confined to North America, but when it comes to reporting, the requirements are worldwide. And Microsoft Dynamics GP, she says, delivers. Susan has been working with Microsoft Dynamics GP since the mid1990s and is often called on to lead technical sessions at GPUG® Summit. There are many things she likes about the technology, but the ability to customize financial reporting remains at the top of her list. “Our parent company has rigorous reporting requirements,” she says. She found the default to customer class and ID number in the general ledger functionality within Microsoft Dynamics GP to be very limiting. So she hired WilloWare (www.willoware.com), which has already developed many Dexteritybased customizations for PANDORA, to create a business rule that overrides the general ledger default and splits out data from the thousands of invoices posted each day for

much more granular reports. “I set up the new customizations and the Users ignored it,” Susan says with a laugh. “It’s that simple.” Running a close second on her favorites list are the eConnect interfaces, which allow external applications – including web services, point-of-sale systems, and legacy applications – to integrate with Microsoft Dynamics GP. PANDORA uses it to connect via the company’s cloud application, which Susan says is quite popular. “Our direct customers are franchises, and 75 percent of the orders come in through the cloud app, which we’ve integrated via eConnect,” she says. “It’s seamless, and it’s robust enough to easily handle thousands of orders per day from our franchises.” The cloud app performs so well, Susan says, that PANDORA’s global markets are standardizing on it. PANDORA’s performance as a company is stellar as well. “The volume here is astonishing,” Susan says. “We’re on track to ship almost 30 million units this year.” And Microsoft Dynamics GP is on track to help. “The system and seamless integration have allowed us to grow,” she says. “Instead of having 25 people banging in orders and occasionally answering phone calls, we have an entire customer service department that really services the customers.” In addition to her duties at PANDORA, Susan is the leader of GPUG’s Baltimore Chapter. Susan has a goal to have future meetings hosted onsite by Member organizations so that attendees can really get a feel for what’s being done with Microsoft Dynamics GP in Member organizations. Her other goal is to maintain the level of informative and interactive content that has been featured in their Chapter meetings. If you’d like to participate in the GPUG Baltimore Chapter, contact Susan at Smoore@pandora.net. GPUG


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Ensuring Success ERP U p g r ad e B e st P r actic e s

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T

by Howard Swerdloff | illustration Seth Rexilius he release of Microsoft Dynamics GP 2013 is right around the corner. There is excitement over new features, anticipation of new efficiencies, and anxiety over the best way to upgrade successfully. First, while upgrades are typically performed by IT, they are “business projects” and not “IT projects”. I stress this point because all departments impacted by ERP upgrades must be involved in completing the project. In looking at upgrade best practices, whether related to Microsoft Dynamics GP 2013 or other software, there are two key areas that need the most attention: planning and testing. This sounds simple, but it is imperative to know what you are upgrading from and what you are upgrading to. Identify all of your add-on products, custom reports, integrations, and customizations. Be sure you look at compatibilities and upgrade paths. During the planning process, identify all products that touch your system in any way. This can be add-ons from independent software vendors (ISVs), legacy systems with ERP integrations, or custom reports or customizations specifically created for your company. Speak to each vendor; look at each system and document upgrade paths, and review compatibility. Typically, all ISV products must be upgraded along with the ERP system. Plan your timeline accordingly based on add-on release dates. Leverage CustomerSource and the Microsoft Dynamics GPUG® Community for information on upgrade hot topics. Look for warnings related to sequence of events, special items to be aware of, table or field changes, and any other pertinent documentation. Review the “What’s New” documentation provided with upgrades. Look for new features and take the opportunity to “un-customize” your system. It is surprising to see how many features get customized only to be

included in a future version. Look at other customizations and challenge them. Remove any customizations possible so you have less to maintain and upgrade. Reduce complexity as much as possible prior to upgrading. System requirements are also important during the planning process. While your general infrastructure may exceed the system requirements, look for those hidden infrastructure costs. There might be one or two percent of Users with older workstations that won’t run the upgraded software efficiently. There could be a new feature you want to leverage that will require new hardware purchases. Be sure you have planned and budgeted for these items. Involve all departments in the planning process. Their assistance is needed to identify and review business processes for testing. This is a great opportunity to document how you do business and to look for opportunities to improve processes. Develop a test plan with the assistance of the other departments to validate, support, and/ or improve all current processes. Test plans should be broken down into functional areas. A person from each area should be assigned responsibility for business process testing. Write out testing scenarios using actual data. Detail data to be entered as the test with expected results. Number your test scripts and create a log to maintain the results. Create a second, smaller set of tests to be used for validation of the final upgrade. During the planning process, assign a team to work on the project. There will be resources required for the upgrade, as well as developers or report writers, but most important is the test team. The timeline also should be developed during the planning process. Be realistic. Accounting is not going to test during a monthend closing week. Payroll will not test on payday, and nobody will test during their scheduled vacation.

Winter 2013

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Develop a recovery plan as well. In the event something goes wrong during the upgrade, how do you recover, and how long will it take? Be sure backups after each step of the upgrade are part of your plan. Upgrade in test and move to production as the final step. That way if something does go wrong, recovery is easier. Communicate the plan and be sure everyone understands all pieces of it, especially what is expected of them. With a good plan in place, set up a test environment and begin the upgrade testing process. I always recommend maintaining a test environment as close to, but as separated from, production as possible. By this, I mean you want a system that replicates your production environment – including legacy products, customizations, and integrations – but you do not want any of it to actually touch the production environment. When it is time to test an upgrade, I recommend a third test environment, so you can leave a test environment in place at your current version. This is a good practice for comparison purposes if you need to compare data from pre and post upgrade. Create your initial test environment, including servers and workstations to replicate production. Be sure your testing team has access to the new environment. Perform a “brief” test to validate the testing environment is working as production does. Once that is complete, you can begin your test upgrade. Follow the plan you created and validate the plan as you go through it. Do you have each product upgrade in the correct sequence? Is there anything that came up during the upgrade process that you need to be aware of? Add it to the plan. Record how long each step of the upgrade takes so you can validate that you’ve given yourself enough time for the upgrade of the production environment. Be aware of automated processes that may run during your anticipated upgrade time. Stop them if possible before upgrading the live system. The testing team should run through each test script and validate the results. Maintain an issue log of anything that does not pass, but keep testing other components. Complete the remediation of any pending issues and record the resolution. Retest that piece and close the issue. Be sure the resolution is added to your upgrade plan if necessary. Grant Users access to the test system so they can continue testing. Add test scripts for any new items to the testing documents. (This is extremely handy for the next upgrade.)

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GPUG Magazine

Don’t be afraid to test multiple times. The week before the final upgrade, conduct testing with the full User community so they know what changes to expect and how to use the new features. Following testing and resolution of issues, you are ready to upgrade. Disable production systems so no Users can change data. Move production data to the test environment and upgrade data there. While the data is processing, code can be upgraded on the production servers and workstations. When the data is completely upgraded, validate it and move it to production. Have a test team available to validate the data in production and test some of the items that failed initially so you can make sure all applicable fixes were applied. At this point, your upgrade is complete, and Users should be able to take advantage of the new features. GPUG Howard Swerdloff, a Microsoft Dynamics liaison at Global Tower Partners, was named a GPUG All Star at GPUG Summit 2012. He can be reached at Hswerdloff@gtpsites.com.

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L

christina phill ips

ong lisa armstr

corner cadem a y isa Armstrong, senior consultant with SSi Consulting, and Christina Phillips, supervising consultant with BKD, LLP share their talents with GPUG® Academy by teaching in-depth courses to Microsoft Dynamics GP Users. We caught up with Lisa and Christina during their downtime to get the value of the classes for Users, why they think the hands-on environment works well for learning, and what they most enjoy about teaching.

instructor click through slides or demo the product. “Role-playing helps you learn more quickly and effectively than if I just demonstrated what to do,” says Lisa. “Agreed,” says Christina. “You can passively participate in a seminar or webinar – you can even passively read – but you can’t be passive in an Academy class because the hands-on piece forces you to commit to understanding the material.”

Focused on Value

User Success Leads to Satisfaction

Lisa specializes in financials, Microsoft Dynamics GP administration, purchase order processing, and accounts payable while Christina specializes in project management and methodology. Both women feel the greatest value in Academy classes is that Users have the ability to access a lot of practical experience at a fairly low cost. “By taking a class, you hear from people who work with the product every day in addition to the instructor,” says Christina. If you sign up for a web-based class, you have the added benefit of not having to leave the comfort of your home or office. “If you have an Internet and phone connection, you can take the class anywhere,” says Lisa. “It’s less distracting because you can sit anywhere, allowing you a little more flexibility.”

Both Lisa and Christina have received positive feedback from their classes, hearing stories about how Users have been able to shave considerable time and annoyances off their projects. “I’ve received emails from people who have gone back to their desks and changed things that have been bugging them for years,” says Christina. “In some cases it was a 15-minute fix – maybe changing a tab sequence or building a SmartList that actually has the data you want.” Those wins for Users keep Lisa and Christina enthused about what they do and looking for new ways to make Users more efficient in their roles. The Academy classes are also an opportunity for them to connect with Users who really want to achieve success with their implementation. “Organizations tend to cut back on training dollars, but handson training is the one thing I’ve seen that improves a Customers’ satisfaction with the software,” says Christina. “Overall, organizations that understand that notion are happier with their GPUG software than those that don’t invest in training.”

Active Learning Through Hands-on Experience The hands-on nature of Academy classes is key to understanding what you’re doing rather than just watching the

If you’d like to get a little more happiness out of your implementation, we encourage you to check out a GPUG Academy class. You can view the class schedule at www.GPUG.com/member-resources/academy or contact Academy@GPUG.com for more information on course offerings, to share a class suggestion, or to volunteer your own talents as an instructor. Winter 2013

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Judy Van Der Linden:

A Whole Lot of Heart

I

f you had a month’s long sabbatical from work, what would you do? Hit the beach? Catch up on your DVR? Spend time with family? Judy Van Der Linden, marketing manager for InterDyn Artis, a GPUG® Partner Member, used her sabbatical to help Rotary International’s End Polio Now initiative by climbing Mt. Kilimanjaro. Don’t feel bad if your plans seem a little more, say, mellow. This was Judy’s third sabbatical, and the first two were spent with her family. It was time for a challenge. September 2011 to March 2012 was spent in preparation, with Judy doing cardio workouts in the gym and hiking in her community with trekking poles and a 35-pound backpack. She learned how to use a Camelbak water system to practice drinking while walking. She tested water filtration tablets because the water in Africa needs to be boiled and filtered before consumption. She received the immunizations required for African travel and researched altitude sickness medication since an allergy prevented her from taking the standard. She researched and purchased equipment that would keep her alive in the extreme temperatures and altitude. And then the unthinkable – Judy broke her leg. “I asked my doctors if I would still be able to make the climb, and they said yes,” says Judy. “I later found out they didn’t know anything about climbing or the terrain I’d be in.” With their blessing, she continued her preparations as best as she could, climbing to 6,683 feet, the highest she could go in North Carolina, but still almost 13,000 feet below the summit of Mt. Kilimanjaro. On September 7, Judy and her husband, Scott, departed Charlotte, North Carolina, for Tanzania. As they boarded the flight from Amsterdam to Tanzania, Judy was pulled out of line. Travel to Tanzania requires passports to be more than six months from

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GPUG Magazine

expiring, and Judy’s was less than five months from its expiration date. They wouldn’t let her board. Twenty-six fellow climbers continued the journey to Tanzania, while Judy and Scott waited three days in Amsterdam for the U.S. consulate to open. When it did open, they told Judy she would not get an extension. That’s when Judy broke down. Their group had started their climb that morning, and she hadn’t planned for this trip for a year to stop before she started. They worked through the red tape, and Judy and Scott flew out on Tuesday morning to the Mt. Kilimanjaro Airport. “Our Rotary group is so much like family that they arranged for us to do our safari first, and then join a second climbing group,” says Judy. Judy and Scott enjoyed a safari from Wednesday through Saturday, and then it was time for them to face the mountain on Monday morning. They joined their new group (as good fortune would have it, this group was from their home church), but were fortunate to have the same leader as planned, a fellow Rotarian who was setting a world record by summiting four times in four weeks. Their three-hour bus drive to the base of the mountain overlooked the Kenyan plains, which Judy said was absolutely beautiful. They began their six-day, 52-mile climb that afternoon, meeting village children coming home from school. “Each day was five to seven hours of actual climbing. You have to take it very slow to acclimate to the altitude,” says Judy. “The summit climb started the evening of the fourth day. We got up that morning and walked six hours, then stopped at camp for lunch and rest. We had dinner at 5:00 pm and then went back to sleep or prep for the summit. We started the summit climb at 11:00 pm. It was pitchblack, and while the stars were stunning, it was so dark that I couldn’t see my hand in front of my face.” The group walked in a single file line, guided only by a headlamp and the sound of feet. The terrain was like walking in quick sand, extremely steep, and extremely cold. “We went slow, I can’t even explain it,” says Judy. “I felt like a zombie. The elevation and altitude slowed us down so much. It took me from 11:00 pm to 4:00 am to go from 15,400 to 17,900 feet. That’s when I vomited the first time.” The head guide asked Judy if she wanted to continue; she said yes. She continued on a little further, and they stopped for a break where she was sick again, a sign of altitude sickness. The only cure is to descend since altitude sickness can be fatal if ignored. “The head guide said, “no more mama, we go down now”, and with that he took my arm, one of my poles, and said we must go down and quickly,” says Judy. “I told my husband to continue, that he had to summit for both of us.”


action

member in

Judy didn’t know that Scott was having trouble breathing and suffering from altitude sickness, just not showing outward signs. As Judy descended, she continued to vomit. When she and the head guide reached base camp, she felt back to normal and was able to communicate with her guide, a sign that her body could handle that altitude, but unfortunately not the summit altitude. “As I arrived at base camp to rest in my tent, the sun was coming up. It was the most beautiful sunrise I’d ever seen. My husband and others said that at the summit you can actually see the curvature of the earth. Just the most amazing sight.” It’s also amazingly cold at the summit. Twenty degrees below zero means you don’t get to enjoy the sunrise very long on top of Mt. Kilimanjaro. As Scott descended, it became clear that he was seriously ill. By the time he reached Judy, Scott collapsed in his tent, unable to breathe. Judy ran for oxygen and the head guide said they would need to take him down the mountain immediately. “When they take you down, it’s on a gurney with one wheel,” says Judy. “Six porters in four-man shifts, running down the mountain. The trail is only four feet wide, very rocky, and difficult to even walk. Unfortunately this is the only way off the mountain.” Judy did not have the option to accompany Scott down the mountain, but would walk six hours alone with her guide to meet her group at the next base camp. Worried about Scott’s condition, they descended so quickly that they passed some of the group members who had left camp hours earlier. Judy’s guide was able to get a cell phone signal to the hospital. “I got to talk to him,” says Judy. “It took them eight hours to get him off the mountain, and he was in the oxygen ward. I didn’t understand what was happening.” The next day was another eight-hour trek down over rocks and a faster pace than the ascension. Once they reached the base, Judy boarded a bus to the hotel, and then a few hours later they went to the hospital. “I only started crying when I saw the hospital,” says Judy, reflecting on the conditions that we take for granted in more established areas of the world (her story of the hospital could be another article in and of itself). “Scott was diagnosed with pulmonary edema, where his lungs filled with fluid and his heart enlarged, and was in the hospital for three days.” To get out of the hospital, Judy and Scott had to pay cash. They were shocked to find that three days in the hospital, the ambulance ride, x-rays, two specialists, and four cab rides to the hospital was $283. As mentioned, a little different than other parts of the world. “The hospital was indescribable, but he received very good care,” says Judy. “The people that helped us, especially Scott’s guide, I can’t begin to describe the concern he had for Scott. All in all, it truly was a life-changing event.” Life-changing indeed, with so many things happening along the way. “When I broke my leg, I never thought of not wanting to climb

anymore. When we were stuck in Amsterdam, I could have given up. When the altitude medicine gave me hives on the third day, I could have given up then,” reflects Judy. “But I’m just not a quitter. I had to do this because I kept thinking about people who are stricken with polio. They didn’t choose to get polio, but they did, and they make the best of it,” says Judy. “That’s the one thing my husband really taught me, to turn any situation into a positive instead of a negative. I’m also showing my grandchildren that if you set your mind to do something, no matter the obstacles you’re faced with, you can overcome them.” Judy and Scott returned home 18 days after leaving their home. Scott was still ill, but the African doctors wanted him to see his regular doctor in the U.S. In addition to Scott’s hospitalization, another person in their group had two toes amputated from frostbite. “When I tell people about our experience, they say “oh, that’s nice,” says Judy. “I don’t think they really realize what’s involved. I guess I didn’t really realize what would be involved. I kept hearing it would be the hardest thing I’d ever do in my life, and it definitely was. You have to have a lot of heart.” Judy is certainly not lacking in that area. You might think that one run up the mountain would be enough, but Judy needs to see that summit sunrise for herself and will be returning to Mt. Kilimanjaro. “I know what to expect, so the fear of the unknown doesn’t exist,” says Judy. “My husband thinks that God was looking out for me since the boulders were still ahead and fellow climbers crawled over them, it scared them that much. I don’t think my leg would have made it over the boulders.” Judy will spend the next year getting stronger and preparing for her next summit bid. She’s working with doctors who have climbed before and has renewed her passport, so those obstacles are behind her. When she returns to Africa, she hopes to spend more time with the children she saw on her ascent. “Some of the children we saw are orphans because their parents have died of AIDS,” says Judy. “I would love to go and spend some extra days with them. The way these children looked at us, asking for chocolate (the only English word they knew) and thinking about their life, I want to be able to help them in some way.” That heart and determination, an amazing combination, are sure to move this sweet woman to achieving her goal and seeing that magnificent sunrise. GPUG Winter 2013

19


T T & tips & tricks Year-End Close To-Dos by Bob McAdam

’T

is the season to be thinking about the holidays, family, what you want in the upcoming New Year, and yes, it’s also time to be thinking about your annual year-end close in Microsoft Dynamics GP. Does that last item seem burdensome? Well, it shouldn’t be, even if you’re new to Microsoft Dynamics GP! There are tons of resources on CustomerSource as well as all over the blogosphere, and GPUG® offers up an annual webinar each December to help Members smooth out the wrinkles. You’ve buttoned-up the 11 previous months, so doesn’t it make sense that the final one won’t be all that different in the grand scheme of things? Of course it does, and here are a few tips to help you successfully plod through this important series of tasks: »» Make a backup of your data once you’ve got everything posted and you’re ready to begin the year-end close process. If you’re not familiar with this process, make friends with someone who does as this process is not overly time-consuming and can make your life easier should you make an error along the way. »» Close your subledgers first, saving the General Ledger for last. Review each subledger area to make sure that all batches that should be posted in the current year aren’t overlooked. »» If you’re a Fixed Assets Management module User, be sure to close Payables Management first as the former feeds the latter, and finding out that you missed a capital asset isn’t good. Fixed Assets Management module is a subledger, too, so if you have it in your arsenal, don’t forget about it. »» If you’re a US Payroll module User, don’t forget to download your tax tables before you process pay runs in January. They don’t take long at all and will have you up-to-date with any applicable rate or withholding changes. »» Leverage your new backup friend from the first step to create a new database backup after each subledger close has been finalized so that you’ll never have to go back more than one step as you progress. »» Before you begin closing the General Ledger module, check to see that the “Allow: Posting to History” checkbox is checked in the General Ledger Setup window. If checked, Microsoft Dynamics GP will automatically update Retained Earnings going back one closed year so you won’t have to. You can close your year and not sit waiting for your auditors’ inevitable entries. »» Create a SmartList to verify that your account Posting Types are correct, and then save it as a “Favorite” to your User ID so you

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Seek out help if you need it, run backups frequently as you go, and try a test close first if that makes you more comfortable with the whole routine. can use it every year. If an account is mislabeled and isn’t caught before the General Ledger close process is completed, KB #864913 provides a remedy. Trust me, finding these edits via SmartList before you run this routine is a much easier avenue to travel. »» If this entire process still makes you nervous, restore a database backup onto a TEST database and run through the entire process there first. You’ll know exactly what to expect and how long it will take. Restore your backup more than once and get your speed up! »» Don’t forget to create a calendar for the New Year so that Microsoft Dynamics GP knows about the next set of fiscal periods. Hopefully some or all of these items will assist you in making this important, annual routine as easy as possible. Seek out help if you need it, run backups frequently as you go, and try a test close first if that makes you more comfortable with the whole routine. As time goes by, you’ll find that this yearly ritual isn’t as overwhelming as some might think. GPUG Bob McAdam is the new vice president of finance at Dynamic Communities, Inc. (the creator of GPUG and the AXUG®, CRMUG®, and NAVUG™ communities). He’s worked for both User and Partner organizations and is a past recipient of the GPUG All Star Award. He can be reached at Bob.mcadam@dynamiccommunities.com.


wordfind Congratulations to Scot Sunnergren from Nature’s Sleep for winning the Fall 2012 Word

Academy

Find. Your prize is in the mail, Scot! Below are 25 words that relate to the topics and theme

Benefits

in this issue of GPUGÂŽ Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win

Best Practices

a gift certificate; simply scan and email your entry to Wordfind@GPUG.com.

Bob McAdam

S J U D Y V A N D E R L I N D E N A N O I G E R A

S U Y S E D T O D O B E N E F I T S U M M M I T C

D D T W A N E R A E Y A T I N E S O R T F F E J A

C Y T E R B E S T P R A C T I C E S R S T S R C D

S Y I R E N A L P S L G N I K R O W T E N L A H E

I R N D N N I N U P Y E G I I N N A L R R E N A P

D S N L D U G N P R M M A F R E I F S O S N W S G

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

R Y M R O G C S R C E D N E N W T V E D F T B P C

O M M S D R M S A T E A T N T S E O T N F W E T I

W E O T O A B L D I D C E E L J G R P E O O W E M

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

E A E N L I B T N C C E R E E F I T H A D K I S N

N C R S T N S I G E A R I N R F T T C E R D N L Y

F A V O R I T E F E A T U R E T Y E L Y E E T E D

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

A N B O B M C A D A M T Y T T G A O N E S N R R F

N E R L D B E N E S T A S S U U T W O T D D R R O

D G S T E N T E N R E E G P L P A A I N R R S N S

D P T L N I A L T S R F G R N G T R G N A Y T M O

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

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Community Discussions Favorite Feature GPUG Howard Swerdloff Integrity Data Jeff Trosen Judy Van Der Linden Learn Microsoft Dynamics Microsoft Dynamics GP Networking News Pandora Planning Regional Chapters SIG Summit Upgrading Winter Year End To Dos

Winter 2013

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JEFF

Trosen PRODUCT UNIT MANAGER

J

N EN SE OS RO TR FF T JEFF

eff Trosen, product unit manager for Microsoft Dynamics GP and Microsoft Dynamics SL, joined Great Plains Software in 1986, developing the product and then helping get it out the door literally by stuffing CDs in the operations room. Fast forward 27 years, and the shipping process is the click of a download button, but the commitment to a quality product is still there. GPUG® sat down with Jeff to talk about the nuts and bolts, technical aspect of releasing a product, a nice bookend to what you normally hear on the product management side of life (not to worry – we have an interview with the product management team on page 24). GPUG: When did your team start developing Microsoft Dynamics GP 2013? Jeff Trosen (JT): We’ve been in development for two and a half years and were working with prototypes before that. The product will be released to market (RTM) and available for download in late December. GPUG: The beta version of Microsoft Dynamics GP 2013 was first available in September. What type of feedback did you receive on the product? JT: The beta version of the product has 125 new features and across the board, the feedback has been very positive. We have a fun story where a Customer in Wyoming that’s been with us for a while wanted

TM

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GP

to get the beta version as soon as possible, so they flew their private jet to Fargo to pick up their favorite support engineer and developer , then flew back to Wyoming for the install. GPUG: What kinds of adoption goals do you set once a new version is released? JT: We have historical milestones that show us adoption over the first six months and year, so we track our adoption against that. Convergence will be within three months of the launch, so that will be a great way for us to poll people, and our support organization in Fargo is constantly in touch with Users and then sharing information with us regarding the types of calls and questions they’re receiving. GPUG: The product management team has numerous launch events scheduled. How does your team fit into those? JT: My team taught many of the technical presentations at the Microsoft Dynamics GP Technical Airlfit this fall. We also brought the development team over to the General Session, and they got a standing ovation. It’s fun for them to be in front of that. The product management team also gathers feedback from the launch events and feeds them back to my team. When you’re in the home stretch, getting that feedback from Customers and Partners helps fire the team up to cross the finish line. GPUG: I just have to ask – how quickly will you start working on the next major release? JT: We started specification planning for “GP Next” last summer. This December’s release is different than what we’ve done in the past as we’re introducing the web client. When we ship in December, all functionality for finance and distribution will be ready, with HR and project planning functionality to come. Every three months we’ll update registration keys, and when Partners and Users download those, they’ll get the new functionality. (Side note – for our desktop client, all modules will be available on day one.) A small part of our team will stay focused on this current release and delivering that functionality, and the rest will move on to “GP Next”, focusing on innovations with Windows 8 and the next two releases of Microsoft Office so the technology works well in the cloud and with the stack. We’ll also review the top-rated Customer suggestions that we didn’t get a chance to include in this version.


showcase MICROSOFT MEMBER

GPUG: Will we see Microsoft Dynamics GP on Surface™? JT: We built our Business Analyzer, which has touch motion through dierent reports and graphs, for the Surface. If you build for Windows 8, you get the beneďŹ t of being able to use the product on Surface and other mobile devices. A new thing for us is that when we release Microsoft Dynamics Business Analyzer for Windows 8, it will be available in the Microsoft app store. So whether you want the latest version of Angry Birds or Business Analyzer, it’s all there. GPUG: You mentioned building out the technology for the cloud. What’s the cadence for making sure products work well in a hosted environment? JT: We have the technology to take our products and ISV products to the cloud, but it’s putting them through testing and performance tuning to make sure they’re optimized for the web client.

GPUG: You’ve shared a lot of great insight here, Je. Is there anything else you’d like to share with our readers? JT: With the portfolio of products we have in the market, I just want people to understand that there is a dedicated group of people thinking about Microsoft Dynamics GP every day and how to bring it to the next level. We take a lot of pride in what we do and were the early adopters of Microsoft OďŹƒce integration, web client, and more. GPUG

TrueCommerce makes EDI painless for Microsoft Dynamics GP customers. &HUWLË‹HG IRU 0LFURVRIW '\QDPLFV *3

GPUG: Will any of your beta installs be on the web client? JT: We are working with ďŹ ve hosting Partners and hope to have some of the beta installs live by RTM. GPUG: How do you recommend Users choose between the desktop and web clients? JT: Users who aren’t in the oďŹƒce as much, perhaps sales managers who need to access forms or people working dierent hours or from home, are good candidates for the web client. We also recommend it for larger Customers that have their Users in a larger geography, not sitting together in one building. Being able to pull up Microsoft Dynamics GP in a web browser makes it easier for them to access what they need, when they need it.

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30 Minutes

WITH THE MICROSOFT DYNAMICS GP PRODUCT MANAGEMENT TEAM

GPUG® chatted with Errol Schoenfish, director of product management, Pam Misialek, product manager, and Chad Sogge, principal group program manager, about the release of Microsoft Dynamics GP 2013, including early reviews, its business value, and where you can see it in action.

“My Suggestion is in There!”

Pam Misialek PRODUCT MANAGER

There are 150 new features packed into Microsoft Dynamics GP 2013, many of which came as suggestions from Users via the Connect tool (connect.microsoft. com). “A couple Customers mentioned to me that they were excited to see their feature requests show up in the product,” says Errol. “They really felt part of the process as a result of that.”

“There’s never been a better time to be a Microsoft Dynamics GP User,” says Pam. “Users now have the power to choose how they want their product implemented, providing real impact to their bottom line and ROI. It’s not just cool technology, but it has real business value.”

Errol Schoenfish DIRECTOR OF PRODUCT MANAGEMENT

Users that participated in the beta program for Microsoft Dynamics GP 2013 are happy campers, enjoying features such as the UI changes, BI, Word templates, and SRS reports. “Several Users went live within a matter of hours,” says Pam. “Many were on version 10 or older, so it was great for them to see the new enhancements very quickly.”

What’s Coming Next? As Jeff Trosen mentions in the Microsoft Member Showcase on page 22, work on “GP Next” has already begun. The product management team constantly reviews feedback requests that come in via the Connect tool, which makes for a “very innovative and fluid development process,” according to Chad. There isn’t a deadline for you to enter requests into Connect, but it’s better to get in there early so people can vote on your idea. “Majority wins, so you need to make sure your colleagues are voting,” says Pam.

Moving On Up

It’s Never Been Better

The Betas Love It

“For Users on older versions, now is a really good time to move up,” says Pam. “Even if you’re not on Microsoft Dynamics GP 2010, you can move up to Microsoft Dynamics GP 2013. There are features in this release that people have been waiting for, and looking at the feature list to see what you can take advantage of will help you in your decision-making process.”

An Exciting Convergence The team is looking forward to Convergence (coming up March 18-21 in New Orleans) as it will be an opportunity for a large group of Users to see the web client, Windows 8 integration, and new features at the same time. Learn more and register at www.microsoft.com/ dynamics/convergence.

Chad Sogge PRINCIPAL GROUP PROGRAM MANAGER

Applause Gets Nods Where Can I See More? All GPUG Regional Chapter meetings will feature 90 minutes of content on Microsoft Dynamics GP 2013. In addition to that, the 14-part Webinar series available at www.GPUG. com/member-resources/dynamics-gp-2013 offers a lot of information and can be accessed anytime. You can also reach out to your Partner as many are planning launch activities and training events, plus, check out the product management team’s blog at blogs.msdn.com/b/gp.

Clap louder, folks. The product management team uses your response during events to pick the features that get promoted in their materials. According to Pam, “If Users clap and cheer, we promote that feature in future events and list it as a community favorite.” GPUG


Preparing for Microsoft Dynamics GP 2013 We reached out to four experts in the Microsoft Dynamics GP Partner community to see what they’re most looking forward to with regard to Microsoft Dynamics GP 2013. Bob McAdam, Dynamic Communities

Jeff Smith, Socius

Jon Rivers, Data Masons Software

Kurt Quiggle, InterDyn BMI

MOST EXCITING FEATURE IN MICROSOFT DYNAMICS GP 2013 It’s a tie between “Quantity Tolerances” and the SSRS integration with Microsoft Dynamics GP windows.

The ability to track serial and lot numbers for dropship purchase orders.

Many to choose from, but “Choose Printer at Time of Printing” really hit home with me.

Multi-tenancy.

WHY ARE YOU SO EXCITED? I’m excited about “Quantity Tolerances” in the receivings area of POP as it now works for non-inventory purchases as well as tracked items. Integrating SSRS reports will be very exciting as this reporting platform is very robust and will remove some of the reliance on Report Writer.

This feature is long overdue.

Printing inconveniences can potentially lead to lost or delayed documents, which can have significant consequences on business operations. I don’t know how Users have lived without it!

It will enable hosting Partners to provide multiple instances of Microsoft Dynamics within the same database instance.

WHY SHOULD USERS BE EXCITED? “Quantity Tolerances” will provide greater controls within the procurement process around received quantities. Once Users see how helpful SSRS can be, customization ideas will follow, unlocking many possibilities.

They’ll be able to truly track serial and lot number activity for all sales and purchasing transactions. This information can be very important for service and warranty work, as well as tracking returns.

Selecting a printer gives Users additional flexibility instead of locking them into one printer on their network.

I expect this feature will bring the cost of hosting down. It will also allow developers to manage multiple deployments with less overhead, facilitating a more economical management of multiple development cycles and versions.

WHAT’S YOUR ADVICE FOR THE UPGRADE TO MICROSOFT DYNAMICS GP 2013? Plan accordingly when it comes to educating your Users on the 100+ new features. This release contains scores of enhancements based on Users’ suggestions, so chances are good someone in your office has already been asking for these improvements.

Be methodical. Do a test upgrade with thorough scenario testing to make sure that the system is functioning as expected and necessary before putting it in production.

A critical step during any implementation or upgrade is to ask, “Do my ISV solutions align with Microsoft’s strategy for the ERP?” If they don’t, then I encourage you to take a look at other technology investments for both shortand long-term success.

Prior to upgrading, rethink the possibilities that multitenancy could provide. User organizations will be able to have a fully parallel test system housed in a single instance of SQL, and that could be of great benefit to your organization.

Winter 2013

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Lead the way Maximize Your Return

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Special Inte Interest Groups Connect with Dynamics GP users in similar roles, industries and environments environm to share best practices and lessons learned. le Industry Focus

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Systems Administrators (Sys Admin) Winter 2013

27


Integrity Data GPUG: You started Integrity Data 16 years ago. How did the company get its start? Patrick Doolin (PD): I started out in the channel working for a Partner organization and decided to branch out on my own to provide Microsoft Dynamics GP customizations for Partners. I named the company Integrity Data as that’s what we wanted to represent to the market – the highest quality product and service from somebody Partners and Users could trust. We continually gained business from new Partners and Users who heard of our work and reputation. Our strength has been our ability to listen to the User’s situation, quickly determine a solution, and present it to them without sounding too “techie.” Our first resalable product was developed in 2000 and managed leave time for employees. After that took off we started to build additional tools for payroll and human resources. In 2003, we branded ourselves as the HR/payroll ISV, and it worked out very well for us. Many of our products became part of the core Microsoft Dynamics GP HR and Payroll product offering in 2007. GPUG: After you partnered with Microsoft to resell your products under their brand, how did you decide what to do next? PD: We knew that Partners and Users would perceive us as having been acquired by Microsoft, so we immediately began designing products to fill places where there were still needs. The dynamics of the market were such that we could deliver functionality faster than Microsoft as we didn’t have to wait for major releases of the product. GPUG: Tell us a little about the products you offer today. PD: We now have 11 products that are add-ons to Microsoft Dynamics GP HR and Payroll. They help with tasks such as managing leave time, entering negative deductions, calculating paychecks based on hypothetical situations, and emailing direct deposit and W-2 statements, to name a few (you can view the full list of Integrity Data’s products on their catalog at http://tinyurl. com/7zlgthg).

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GPUG Magazine

“I can’t say enough good about Integrity Data. The products are User-friendly, and the training went very well. They’ve been quite responsive to questions. Both the sales and support teams have great product knowledge, and I’ve been 100 percent satisfied with the response and help I’ve gotten. Everyone down to the receptionist answering the phone has been kind.” – Ganisha Sethi, Sethi Management, Inc.

In addition to our HR and Payroll products, we also identified a huge need for flexible workflows and notifications across all of Microsoft Dynamics GP. A few years ago we started investigating how we could offer a solution. Through that investigation process, we were able to identify technology that would allow us to bring flexible business process automation to not only HR and Payroll in Microsoft Dynamics GP, but also to all areas of the Microsoft Dynamics products, including any ISV add-on solutions. That solution, U-LINC, was released in early 2012 and enables workflow, alerts, and notifications on any data from any window inside of Microsoft Dynamics. It is as simple as identifying the information you want to approve or be notified about, determining who is involved, and classifying what you want included in the email notification. Approvals can even be made right from the email off a smartphone. It works within Microsoft Dynamics without changing the way Users do business and without changing software configurations. GPUG: What’s coming up next for your team? PD: Besides going full steam ahead with U-LINC, we’ve just released a new HR/Payroll enhancement which gives Users the ability to adjust deductions. That functionality has been requested for a long time, and we’re glad to provide a solution to the problem. We will also continue to focus on U-LINC, helping Users automate their business processes, leverage workflows, and have real-time interaction with ERP data, regardless of if they’re an ERP User or not.

COMPANY Integrity Data

PHONE 888-786-6162

ESTABLISHED 1996

INTERVIEWEE Patrick Doolin, president

EMAIL PDoolin@integrity-data.com

HEADQUARTERS Lincoln, Illinois

WEBSITE www.integrity-data.com

GPUG® PARTNER MEMBER SINCE 2010


showcase ISV PARTNER MEMBER

Over the next few years we will continue to provide innovation on tools that are self-service focused, with accessibility through mobile devices and web portals. We hope to demonstrate some really cool stu at Convergence. I just received my Microsoft Surface™, and I’m excited to see how it will be part of how we expand on the mobile platform. GPUG: Sixteen years in, what do you like about the Microsoft Dynamics GP community? PD: We have had the privilege of meeting many great Partners and Users over the years. I really enjoy learning about all of the unique businesses and how they are using our products. One of the beneďŹ ts is that people are comfortable talking with each other about things that are working well, not working well, and what they would like to see. It is a very cordial marketplace. It’s also a mature product, so the community brings speciďŹ cs to you, not vague things. GPUG has been a great addition in that Users are very interested in engaging and sharing what they’re experiencing, what they’re looking for, and providing feedback. Because of that, we are able to get a lot more done in less time because the communication gap isn’t there. We want to provide solutions for areas where information and processes can be improved. That’s where we started 16 years ago, and that is still our focus today.

GPUG: What excites you about the release of Microsoft Dynamics GP 2013? PD: There are many good features, but the ability to run Microsoft Dynamics GP in a browser is a very powerful feature. Our company is very impressed at how well Microsoft has delivered on that, and we anticipate many Users will be happy with these new capabilities. When we look at the ever-changing marketplace, with everything that has gone on with technology and the cloud, Microsoft Dynamics GP has such maturity that people want to see it progress, continuing to provide the value people are looking for, and not be replaced. That’s a key focus for Partners, Users, ISVs, and Microsoft. Microsoft Dynamics GP 2013 is a speciďŹ c play for the Microsoft team, proving how this particular product has been around for so long but continues to evolve and be a very powerful tool for Users. Our focus as a company is to serve current Users. The User base for Microsoft Dynamics GP is a big, strong, and very savvy group. They know what they need, what their pain is, and can articulate what they’re looking for. If there is one thing we can do more, it’s to hear from Users about what they’re looking for regarding workow, interactions with data, and such, so we can do a better job of providing them with tools and features that aren’t being developed elsewhere. GPUG

Microsoft

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

Winter 2013

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SUMMIT REVIEW

GPUG2012

G

PUG® Summit was a fantastic opportunity for Users, Partners, and Microsoft team members to connect, learn, and share. Users engaged in educational sessions, roundtable discussions, and valuable networking for four days in Seattle, Washington. Posted below 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 Sessions at GPUG Summit » 50 Tips in 50 Minutes for Microsoft Dynamics GP: The Next Generation

» Eliminating IM, Enhancing SmartList, and Making Microsoft Dynamics GP Hassle-Free by eOne Solutions

» Excel Report Builder - How2 » Finance Module Best Practices for Microsoft Dynamics GP » Making Microsoft Dynamics GP Work Simpler & Easier by Rockton Software

» PowerPivot and Microsoft Dynamics GP: Beyond the Pivot Table

» Understand the Value of Microsoft Dynamics GP 2013 Human Resources and Payroll

» What to do When Something Goes Wrong with Human Resources and Payroll for Microsoft Dynamics GP

“The information gained and contacts made are invaluable.” – Viola Shoell, Franklin County PUD

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“Superb instructors and training materials. Great career motivator. I’ve been using Microsoft Dynamics GP for three years and never had the opportunity to attend this conference. I’m looking forward to Tampa!!” – Pamela Street, Private Diagnostic Clinic, DUMC

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Are inefficiencies in your time and attendance tracking causing a ripple effect in your business?

We can help! GPUG Summit Fast Facts » » » »

530 Attendees 150 Sessions 45 Networking Huddle Topics 22 GPUG Academy Courses

“GPUG Summit has surpassed the importance of Convergence for learning and networking around Microsoft Dynamics GP.” – Mark Rockwell, Rockton Software

:YddÛlg\YqÛlgÛk]]Û how you can have a robust time keeping system that seamlessly integrates to your accounting and payroll systems.

(800) 822-0973

25 years of successful integrations

www.SierraWS.com Winter 2013

33


“Summit was a great experience. I have attended as a Partner and, most recently, as an end User. There is something for everyone at Summit! The learning is great, but the opportunity and ability to network with people who work with the same products that you do on a daily basis is invaluable. Knowledge is power, and there is a lot of knowledge sharing going on at – Joseph Tews, AgriCover GPUG Summit.”

GPUG Summit Attendee Objectives » Connect with other Microsoft Dynamics GP Users and experts in your industry, role, or region

» Learn from the experiences of Users who share similar goals and challenges

» Share your own experiences and expertise with the GPUG community

GPUG

“So much information in such a short amount of time. It was fantastic – tiring, but fantastic! Even lunches were a form of networking, meeting other Users and hearing their stories, struggles, and successes. It was great. I ABSOLUTELY – Debbie Clark, eOne Entertainment want to go every year!”

SAVE THE DATE...

and Join Us in ampa, F lorida! Sunny T GPUG Summit 2013 October 21-25 | www.GPUGsummit.com

REGISTRATION OPENS IN SPRING 2013 34

GPUG Magazine


e h t d fin C

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S

Congratulations to our Fall 2012 contest winner, Michelle

action

MEMBER IN

Kocher of Delta

Medical Systems, Inc.! Michelle found the logo on page 24 of the Fall 2012 issue of GPUG® Magazine. Let’s play again. Hidden somewhere between the covers of this magazine is our GPUG Summit logo.

Can you find it? While our GPUG logo shows up throughout the magazine, the GPUG Summit logo appears

T

Using Data to Fulfill a Mission

W

hen it comes to getting the most out of the technology on behalf of her organization and the clients it serves, Cindi Todd believes so strongly in sharing experiences that she launched a new group for just that purpose. Todd is controller of the Susquehanna Association for the Blind and Vision Impaired, or SABVI, which relies on Microsoft Dynamics GP to manage areas critical to the Pennsylvaniabased organization’s ability to serve the more than 2,000 individuals who rely on it each year. What culminated in the launch of her local chapter began two years ago when she joined the national GPUG® group. “The people in GPUG love to share information, and when you’re working with an ERP system that’s so complex, it’s important to connect with others who have encountered the same issues,” she says. The central mission of SABVI is to help people who are blind or vision impaired achieve the level of independence that’s best for them. This is accomplished with education, rehabilitation services and programs, and employment opportunities. SABVI employees manufacture products such as pads and chin straps for military helmets; the organization also employs people whose job is to close out government contracts. In fact, the revenues generated from employment contribute 90 percent of the cost of services offered by SABVI – most of which are offered free of charge – including such as home-based assistance and a preschool attended by students both with and without vision issues. Managing production costs, along with the range of services, presents the challenge of diversity within the infrastructure. “The key to GP is its complete integration,” says Todd, who uses the system for inventory, AP, AR, fixed assets and, in recent months, the module for MRP (manufacturing/materials resource planning), which she plans to use for total costing in the future. “We get everything into the system and then get everything out with various reporting tools, including Microsoft FRx.” Todd says Microsoft Dynamics GP allows everyone to see important information in a more complete and timely manner, liberating employees from spreadsheets where inventory and other critical information once resided and was sometimes current but often was not. It integrates nicely with other software, such as Microsoft Forecaster, which not only saves time in terms of data entry, but also alerts people quickly when adjustments are necessary. The system also

helps with data mining. “We used to send one organization a copy of each invoice, and then they manually entered it into a spreadsheet,” she says. “The data was right there, and all I needed to do was send it to them in a report and they can import it once.” Getting the maximum value from the technology is central to her experience with GPUG. “While it might be a bit overwhelming, it is so incredibly helpful,” she says, recalling her trip to the group’s summit in Las Vegas. “There’s so much to GP that you don’t know what you don’t know until you hear about it.” Based on that experience, Todd says she’s wanted to help get a group together closer to home for more than a year now. And, with one meeting behind her, Todd feels optimistic about the group’s future and its ability to not only learn from the experiences of other Members, but also to influence enhancements made to Microsoft Dynamics GP in the future by speaking to Microsoft in a unified voice. The first meeting of the South Central Pennsylvania Regional Chapter took place at SABVI’s office and was attended by about 25 people. Based on input at the new chapter’s initial meeting, the topic for its second gathering will be SmartList Builder within Microsoft Dynamics GP, which will be discussed and demonstrated. “We want to stay as informal as possible while still doing some training but also being sure to have time for networking and discussing issues,” says Todd. “We’re still getting our legs.” GPUG

Fall 2012

17

hidden in only one place. When you’ve found it, send an email to

Logocontest@GPUG.com with an explanation of where and on what page it’s at. We’ll choose a winner at random and will highlight

him/her

in the next issue of the magazine.

! k c u l d o o g

Winter 2013

35


contest NAME THAT PHOTO

Looks like a GPUG® Summit presentation got a little more interesting this year!

Congratulations! Congrats to BÉAT BUCHER of FORENSIC TECHNOLOGY WA INC. for winning last quarter’s contest with his submission of “Our team and booth are so well-known that we don’t even need an ad campaign at the Super Bowl finale…We’re simply the best!” Béat – your prize is in the mail!

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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 GPUG® 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.

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Great Plains

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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 SharePointÂŽ. 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.

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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.

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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.

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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 AssociatesÂŽ 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.

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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 AssociatesÂŽ 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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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:

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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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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 AssociatesÂŽ 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 AssociatesÂŽ 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 AssociatesÂŽ 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.

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

Banking

KEY:

Axapta

T3 Information Systems www.fullcirclebudget.com • 202-419-5100 Full Circle Budget Simple and 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 • 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 • 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 • 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, work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 • 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.

deFacto Global, Inc.

Asset Maintenance/ MRO/EAM

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.

Business Process Management

www.accountable.com • 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 “All-in-Oneâ€? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, A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 • 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 • 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 • 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 • 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 • 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.

Check Printing Bottomline Technologies www.bottomline.com/createform_AX 800-472-1321 Create!formŽ 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 • 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

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HORIZONTAL

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

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.

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


Mekorma www.mekorma.com • 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP with Secure Approval Work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 • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check FactoryŽ 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 • 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 • 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 • 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 • 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 • 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates. Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela’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.

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Azox, Inc. www.azox.com • 734-928-6010 Credit Card Extension PCI PA-DSS compliant credit card processing with ACH, eCheck, batch processing and ability to store credit card data o site with tokenization. BGE, Inc. www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP.

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

Navision

Solomon

Integrated Software, Inc. www.isiusa.com • 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 • 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 • 909-482-4701 CRM Charge Secure eCheck & Credit Card Processing for both CRM online and on prem. Nodus Technologies, Inc. www.nodus.com • 909-482-4701 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 • 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.

Minisoft www.minisoft.com • 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 • 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 • 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 • 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 • 952-653-0400 Powertrak for Microsoft Dynamics CRM Provides views and tools to manage complex extended relationships.

ClickDimensions www.clickdimensions.com • 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 • 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 • 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 • 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 • 269-345-3111 ext. 1 appCompass Suite Integration & Migration solution for Dynamics CRM, legacy, and cloud. eBridge Software www.ebridgeconnections.com • 800-755-6921 eBridge Integration Solution Web-based solution integrates your EDI, 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 COA’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 • 651-356-5342 Dynamics GP SSIS Toolkit Highly exible Dynamics GP integration tool built upon Microsoft SSIS. 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.

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 eďŹƒcient to deploy.

Beck Consulting http://bcpacknship.com/ 800-456-1970 ext. 110 NEW: bcPackNShip bcPacknShip is the easiest and most eďŹƒcient 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 • 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 • 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 • 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.

KEY:

Axapta

Great Plains

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 Freight Matrix Provides the capability to deďŹ ne your own freight charge schedules. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assembly & PO/assembly & disassembly. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.

Navision

Solomon

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.

KTL Solutions, Inc. www.ktlsolutions.com • 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 • 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 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 Trade Counter For those companies who o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 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. Nodus Technologies, Inc. www.nodus.com • 909-482-4701 Retail Advantage Integrates RMS with GP, optional ecommerce for multi-channel retailing. Northlake Partners www.TheNorthlakePartners.com • 425-773-9606 BluWare - Logistics Management 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 • 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 • 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 • 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV.

AXtension www.AXtension.com • +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 • 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!formŽ 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 • 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 • 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 AX’s architecture. Increase revenue, proďŹ t margins and asset utilization.

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.


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.

HORIZONTAL

Equisys, Inc. www.equisys.com • 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.

EskEsker Inc www.esker.com • 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 • 480-753-9300 KwikTag Document Capture & Workow for Dynamics Powerful. Practical. Proven. More choose KwikTag's document & case mgmt.

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

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.

Drop Ship Management

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.

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.

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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 • 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 • 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 • 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 eďŹƒcient to deploy.

ChargeLogic www.chargelogic.com • 877-292-2520 ChargeLogic Connect Leading cloud-based service that connects your e-commerce site to NAV.

KEY:

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

Avalara, Inc.

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

Navision

Solomon

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

eBridge Software

Nodus Technologies, Inc. www.nodus.com • 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 • 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 • 888-786-3487 eCommerce21Ž 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 • 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

Business Systems Integrators www.BSIEDI.com • 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 • 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 • 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 a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 • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank. Isis, Inc. www.isissoftware.com/enha/isis_sl_ positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from Accounts Payable and Payroll to your issuing bank.

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.

Point of Sale


Lanham AssociatesŽ www.lanhamassoc.com • 678-379-4200 ext. 105 EDI VAN Lanham can be your one EDI stop, but we won't lock you in. Full function. Fair Price.

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

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.

Equisys, Inc. www.equisys.com • 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 • 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 • 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 Workow included.

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

Expense Solutions Alba Spectrum Corporation www.albaspectrum.com • 773.384.9264 Credit Card Expense Manager Imports credit card activity data & generates GL entries, Bank entries & AP vouchers. E-mail options and Employee Web Portal for expense categories assignment. DynamicPoint www.dynamicpoint.com • 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eectively integrate and streamline employee expense reimbursement with Dynamics.

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Spencer Easy, conďŹ gurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, work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 • 403-777-2410 TaskMaster Mobility Solution Increase productivity and generate rapid ROI with work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.oďŹƒcelive.com/ WirelessFixedAssetCount.aspx • 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 • 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 • 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 • 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 • 773-384-9264 Advanced Customer Merge Provides a workow-oriented solution to merging customers in large databases. A ‘provisional’ 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 • 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.mystaďŹƒngpro.com • 800-939-2462 myStaďŹƒngPro Applicant Tracking System Recruiting software to qualify applicants. track jobs, and select hires. 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. Integrity Data www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budgeting and managing FTE’s, and more! 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 • 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 • 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.

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 • +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 • 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 • 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 • 586-439-0300 RapidTrak Web based wireless material tracking; user-deďŹ ned commands; alerts.

HORIZONTAL

Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assembly & PO/assembly & disassembly. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Quality Count Provides the most robust and complete physical inventory functionality. Computer Productivity Services Inc. www.cps.ďŹ nancial.oďŹƒcelive.com/ Inventory.aspx • 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.oďŹƒcelive.com/ WirelessReceiving.aspx • 905-847-7746 CPS - Wireless Receiving, Adjustments and Transfers State of the Art Wireless Receiving, Adjustments and Transfers. $3500. Computer Productivity Services Inc. www.cps.ďŹ nancial.oďŹƒcelive.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 eectively balance inventory investment and customer service levels. Reduce stock, improve customer service and reduce admin.

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Northlake Partners www.TheNorthlakePartners.com • 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 • 262-646-3590 ext. 112 PanatrackerGP Mobile Sales Adding mobility to sales transaction processing for Dynamics GP. 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. 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. WilloWare, Inc. www.willoware.com • 888-339-4556 ext. 1 Lot Extensions Adds an unlimited number of userdeďŹ ned Lot Attributes.

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

Navision

Solomon

Lanham AssociatesÂŽ 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. Lanham AssociatesÂŽ www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multiple rollup views. 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 eectively balance inventory investment and customer service levels. Reduce stock, improve customer service and reduce admin.

Panatrack, Inc. www.panatrack.com • 262-646-3590 ext. 112 PanatrackerGP for Inventory Management Adding bar code data capture to GP to capture inventory transactions at the point of activity. RockySoft www.RockySoft.com • 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Inventory Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Customer Relationship Management

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.

Invoicing Enhancement Ariett Business Solutions, Inc. www.ariett.com • 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 • +3177 323 2622 AXtension Invoice Processing Optimized accounts payable invoice processing. Azox, Inc. www.azox.com • 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 • 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.

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

Equisys, Inc. www.equisys.com • 770-772-7201 Zetadocs for NAV Zetadocs for NAV automates the capture, delivery, and storage of your ďŹ nancial documents.Please visit our website to learn how Zetadocs can streamline your paper processes. ImageTag, Inc. www.imagetag.com • 480-753-9300 KwikTag Document Capture & Work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 • 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 • 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 • 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 • 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 AssociatesŽ www.lanhamassoc.com • 678-379-4200 ext. 105 NEW: E-Ship Label Formatter Formats customized and carrier labels inside the shipping system. WilloWare, Inc. www.willoware.com • 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 • 269-345-3111 ext. 1 appCompass Suite Integration & Migration solution for Dynamics CRM, legacy, and cloud.

Mobility

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.

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

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.

SalesFUSION, Inc. www.salesfusiion.com • 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 • 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. 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.

Labeling Computer Productivity Services Inc. www.cps.ďŹ nancial.oďŹƒcelive.com/ BarCode.aspx • 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 • 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 • 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 • 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 • 401-276-9000 Invoice Cloud for Dynamics GP Provides online invoice processing branded for each billing entity.

Payables Enhancement

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

Ariett Business Solutions, Inc. www.ariett.com • 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 • 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 • 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 • 800-472-1321 TransformÂŽ AP SharePointÂŽ-based AP automation solution for capture, approval workow & reporting plus integration to Microsoft Dynamics. Streamlines AP processes, reduces processing costs & increases visibility.

Esker Inc www.esker.com • 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 • 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 • 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 • 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 • 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 • 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 • 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 • 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP with Secure Approval Workow. Print AP & Payroll checks on blank stock from inside Dynamics GP. Great for managing multiple checkbooks. m-hance www.m-hance.com • +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 • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check FactoryŽ 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 • 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.

KEY:

Axapta

Great Plains

52

GPUG Magazine

InďŹ nia Business Technology www.ExcelIntegrator.com • 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-2‘s, managing complex payroll posting requirements/corrections, conďŹ guring overtime rules and more! Isis, Inc. www.isissoftware.com/enha/isis_sl_ positive_pay.aspx • 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 • 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 • 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 • 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 • 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 • 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 • 952-653-0400 Powertrak Portals Providing customers, partners or members vital information via portals. DynamicPoint www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals. Experlogix, Inc. www.experlogix.com • 805-504-9729 ext. 707 Experlogix 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. Northlake Partners www.TheNorthlakePartners.com • 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 • 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 • 714-543-9877 ext. 201 Liaison Messenger DD Batch E-mail 128-bit encrypted Direct Deposit Statements to Employees.

www.ariett.com • 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 • 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 eectively integrate and streamline the procurement process with Dynamics GP and NAV. Lanham AssociatesÂŽ www.lanhamassoc.com • 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best ďŹ t forecasting & multi-site replenishment solution with DRP, collaboration, promotions, drill down visibility & multiple rollup views. Liaison Software Corp www.liaisonsc.com • 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 • 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 • 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 COA’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 • 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 • 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 • 253-426-3737 Vendor Price Matrix Vendor speciďŹ c unit costing for purchase orders. KTL Solutions, Inc. www.ktlsolutions.com • 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 • 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 • 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 • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit. DynamicPoint www.dynamicpoint.com • 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to e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 • 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.

ICAN Software Corporation www.icansoftware.com • 253-426-3737 Print Cash Receipts Print cash receipts and historical cash receipts. ICAN Software Corporation www.icansoftware.com • 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 • 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 • 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 • +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 • 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 • +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 • 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 • 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 • 401-276-9000 Invoice Cloud for Dynamics GP Provides online invoice processing branded for each billing entity.

Stanley Stuart Yoee & Hendrix, Inc. www.ssyh.com/products/ssyh-add-ons/ national-accounts/ • 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.

Stanley Stuart Yoee & Hendrix, Inc. www.ssyh.com/products/ssyh-add-ons/ ar-collections-manager/ • 407-660-0059 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash ow.

Customer Relationship Management

Retail Management System

Strategic Solutions NW www.getbizax.com • 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 • 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Accountable Software www.accountable.com • 610-983-3100 Dynamics SL Inquiry Reporting, lookups & inquiry of SL, 3rd party & custom data from inside of SL in an easy to use interface. Includes out-of-box reports, ďŹ lters, sorting, grouping. summaries, drill down to source screens, & more. AIM Technologies www.aim-technologies.com • 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.

Point of Sale

Winter 2013

53

HORIZONTAL

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

Equisys, Inc. www.equisys.com • 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 “All-in-Oneâ€? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, A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 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 • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis. KTL Solutions, Inc. www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL. PrecisionPoint Software www.precision-point.com • 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 • 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

GPUG 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 • 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 • 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 • 610-983-3100 Dynamics Reporting - Forms Printer Print SOP, POP & other forms using SSRS & Crystal. Use 3rd party and custom data. Full GP Notes. Deliver forms by Email in PDF & other formats. Accounting System Integrators www.asillc.com • 203-239-7740 Order Entry / Invoicing Flexible Order/Invoicing with eMail. OM alternative. No Process Manager. Altec www.altec-inc.com • 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, route and archive with doc-link, Integrated Document Management for Dynamics SL, AX, GP and NAV. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 Sales ConďŹ gurator Provides a complete 'assemble to order' sales system. Blue Moon Industries www.bluemoonisv.com • 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.

Navision

Solomon

Blue Moon Industries www.bluemoonisv.com • 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 • 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 • 401-276-9000 www.ktlsolutions.com • 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 • 800-224-6266 Liaison Software Corp Cincom Acquire Close deals 80% faster! Smart conďŹ gure, price, quote solution leveraging the www.liaisonsc.com • 714-543-9877 ext. 201 familiar Microsoft stack for a simple, Liaison Messenger EDD dynamic user experience. Batch print, e-mail, fax, ftp, convert, burst, collate, route, all Forms, EFTs, Encore Business Solutions Direct Deposits, and Reports to customwww.encorebusiness.com ers, vendors, employees, etc directly 888-898-4330 ext. 336 from Microsoft Dynamics. Supports Recurring Contract Billing SSRS,Crystal, & Dexterity. Automate cyclical billing processes & improve cust. & contract mgmt. Auto- nChannel generate scheduled invoices reducing www.nchannel.com • 800-406-8217 ext. 300 billing & invoicing time. Multi-Channel Management Platform Equisys, Inc. Connect existing ERP, ecommerce, and www.equisys.com • 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 • 909-482-4701 EthoTech, Inc. eSOP Advantage www.ethotech.com • 678-384-7500 ext. 1 Web-based SOP from anywhere anytime NEW: Customer Service Collection with customizable workow for GP. Enhance SOP: check for duplicate PO’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 • 425-773-9606 & expected receipt dates. BluWare - Sales Order Complete web Sales Order w/workow, EthoTech, Inc. automated email & status change, www.ethotech.com • 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 • 262-646-3590 ext. 112 Experlogix, Inc. PanatrackerGP Mobile Sales www.experlogix.com • 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 today’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 • 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 • 949-291-4777 Arbela Security Manager Arbela’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 • 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 • 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 • 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 • 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 • 678-379-4200 ext. 105 E-Ship Shipping from sales order through manifest. Package carriers available.

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

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.

Northlake Partners www.TheNorthlakePartners.com • 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 • 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 • 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 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. 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.

System Enhancement AIM Technologies www.aim-technologies.com • 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 • 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 • 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 • 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 • 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 • 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 • 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 • 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.

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HORIZONTAL

www.gofastpath.com • 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 oers Single Sign on functionality.

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.

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.

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.


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

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.

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

Time and Attendance

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.

HORIZONTAL HORIZONTAL

Trade Promotion Management Business Computers Software, Inc.

Flintfox International Limited

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.

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).

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CAD payroll.

Total Dynamics Solutions, LLC

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.

KEY:

Axapta

Great Plains

56

GPUG Magazine

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

Workflow

Altec www.altec-inc.com • 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, route & archive with doc-link, Integrated Document Management for Dynamics SL, AX, NAV & GP. appStrategy www.appstrategy.com • 269-345-3111 ext. 1 appCompass Workow Utilize Microsoft WF4 in Studio to automate processes. 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. DynamicPoint www.dynamicpoint.com • 562-726-4396 SharePoint Workow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workows integrated with Dynamics GP, NAV and CRM.

Esker Inc www.esker.com • 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 • 773-384-9264 Alba360 Advanced Workow Easy to use Workow solution designed to automate Dynamics GP & create ‘smart’ integrations with external systems. Non-technical users can specify simple workows & developers can create more advanced solutions.

Navision

Solomon

Customer Relationship Management

Retail Management System

Integrity Data www.u-linc.com • 217-732-3737 ext. 0203 U-LINC(TM), Powered By Integrity Data Workow and notiďŹ cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is exible and easy to use, improving organizational performance. Mekorma www.mekorma.com • 888-635-6762 Mekorma MICR Check Printing The most widely-used MICR check printing software for Dynamics GP - with Secure Approval Work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 • 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 Workow Manage unique sales order workows by transaction type and site.

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.

Point of Sale


Services Application Service Provider/Hosting

Cloud Computing

Concept Computer Corporation Data Resolution, LLC www.conceptcomputer.com • 800-561-5852 Managed Microsoft Dynamics Hosting Concept is a certiďŹ ed hosting center oering end-to-end hosting & support services designed for all areas of a Microsoft Dynamics environment.

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

a TDS company

OneNeck IT Services www.oneneck.com • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckŽ provides a comprehensive, 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 • 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 • 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 • 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 • 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 • 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 • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckŽ provides a comprehensive, 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 • 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 • 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 • 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 • 401-276-9000 Custom Development Services Fixed prices & over 11 years of experience in custom development work.

Isis, Inc. www.isisinc.com • 804-762-4200 Isis Custom Development Isis provides cost e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 • 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 • 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 • 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 • 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 • 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 • 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 • 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.

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SERVICES

Rose Business Solutions, Inc www.mygpcloud.com • 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 • 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 • 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 oer a variety of customization and training services.

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.

Implementation Services

www.lookingglassmarketing.com 614-453-5927 Cost-e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 • 608-213-0377 Marketing Consulting Tornado Marketing oers high-impact, highly eective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Isis, Inc. www.isisinc.com • 804-762-4200 Isis .NET Development Isis provides cost e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 • 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 • 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 • 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 • 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckŽ provides a comprehensive, 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

GPUG Magazine

www.myďŹ shnetmarketing.com • 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 • 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 • 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your o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 • 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 • 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 • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Software Development Consulting Isis, Inc. www.isisinc.com • 804-762-4200 Isis Consulting Isis provides cost e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 • 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 • 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 • 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 don’t just happen – you create the environment for success. Let us show you how to make that happen.

www.myďŹ shnetmarketing.com • 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 • 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 oer a two day FRx class. See website for schedule.

Webucator, Inc. www.webucator.com/microsoft/microsoftdynamics.cfm • 877-932-8228 Dynamics Training Microsoft Dynamics Training - regularly scheduled public classes delivered live online and custom private classes normally delivered at your oďŹƒces. 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 • 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 you’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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