The Partner Channel Magazine Fall 2014 by The Partner Channel

FALL 2014

www.thepartnerchannel.com

What the

Am I Supposed To Do?

Celebrating the 2014 Microsoft Dynamics

Inspire, Clarify, and Simplify

YOUR MUST-HAVE SOLUTION FOR Selling Online with Microsoft Dynamics®

Provide an om ni-channel eCommerce exp erience

yment; lo p e d k ic Qu 30 days! go live in

Responsiivve web design Touchscree / n optimiza t io n for a user-frie ndly exper ience no matter the device

Low startup costs with TFDVSF 1$* $FSUJôFE cloud hosting

eCommerce

89 52 00 67 X XX

XXX 0067 5289

OTHER TOP-NOTCH SOLUTIONS FROM

Integrated P Pay y Payment Processing

INCLUDE:

$ $ .... ..... ..... ..... $ ..... .....

Online O On nline Bill Pay

Meet us at &

reIMAGINE 2014 CREATOR hosted by Dynamic Partner Connections

www.k-ecommerce.com

1-855-k-eCommerce

*Solutions compatible with Microsoft Dynamics® AX GP NAV CRM

Embark on a Paperless Journey with TM doc-link

Leave your paper behind! Our itinerary for your customers includes improved effi ciencies, signifi cant cost savings and accelerated, automated business processes. Combine Microsoft Dynamics® ERP’s power with the tight integration of doc-link document management and workfl ow solution to turn any process and department paperless.

800.997.9921

www.altec-inc.com

Tear through the paper trap...

and pitch the paper clips.

It’s time - past time - for your company to go paperless. Get rid of mounds of paper, increase efficiency, eliminate errors with OCR, automate workflow and have real time visibility with full Microsoft Dynamics ERP integration. From AP to AR and HR to the CFO - everyone benefits from a paperless world! It’s time to tear through the paper trap with MetaViewer. Visit us at booth #917.

AX | GP | SL | NAV | CLOUD

Pitch The Paper Clips | www.metaviewer.com/for-Microsoft-Dynamics

contents &ALL s 4HE 0ARTNER #HANNEL ® Magazine

DEPARTMENTS Leadership

Customer Think

IN EVERY ISSUE

Magnetic Companies

FEATURES

Contributors

#TPCE14

#Experts

Are You Down with the Vibe?

Sales

#GivingBack

TPC Interview

How I Use a Hashtag to Death

Celebrating the 2014 Microsoft Dynamics Partner Award Winners

On the Homefront

News

#ScrewedAgain

Celebrations, Moves, and General Good Stuff

Marketing

Events Be There or Be Square

Members Only Corner

What the Hashtag Am I Supposed to Do?!

How Fake People Deliver Real Results

Joesoftware

Advertiser Index #MoreExperts

Hal Howard

28 31

Word-A-Ganza

ISV Proﬁle eBridge Connections

TPC Caption Contest and Results

Logo Contest

#WayBackMSMemories

What’s on Your List?

Newbie Survival Kit

The List

A publication dedicated to building a community for Partners THEPARTNERCHANNEL.COM | FALL 2014

NOTES

from The Partner Channel

The Partner Channel Magazine Fall 2014 ®

Email: Jenny@thepartnerchannel.com Twitter: partnerchannel Facebook: ThePartnerChannel LinkedIn: company/the-partner-channel

Publisher TPC Publishing Editor-in-Chief Jenny Davis Copy Editor Kate Mund Writers Bethany Foyt Jasmine McNellis Jenny Davis Contributing Writers Adrianne Machina Barbara Pfeiffer Bonnie Robertson Chris Elmore Jennifer Culbertson Pam McGee Peter Joeckel Tracy Faleide Art Director Shawn Olson Contributing Artists Dave Swang John Holland Matt Mastrud Advertisement Sales Jane Olson Membership Program Manager Jasmine McNellis

The Partner Channel Magazine is published by TPC Publishing, a business unit of The Partner Channel, Inc., with principal ofﬁces at 1240 Elm Street, Fargo, N.D. 58102. All postage is paid from Fargo, N.D. If you wish to be removed from the mailing list, send your request, including name, business name, and mailing address to the above address, or to Jane@thepartnerchannel.com. If you wish to add names, the same directions apply.

The One About Hashtags...

he hashtag has changed the way conversations happen online. Consider Jimmy Fallon, host of “The Tonight Show”, and what happens when he announces a hashtag during a show: Minutes later, thousands of people are connecting and sharing their experiences on things like #WhenIWasAKid. On the other side of the spectrum, you have #ThoseWhoUseThemWayTooOften and the ones where #It’sHardToFigureOutWhyTheyCan’tWriteASentenceAnymore. We thought it would be interesting to explore hashtags in this issue. Wondering what the heck a hashtag is? Check out Barbara Pﬁeﬀer’s article on page 22. Wondering if anybody has actually used a hashtag for business and seen success? Chris Elmore’s article on page 18 sheds light on the subject. You’ll also read about “reading” the vibe of your team from Tracy Faleide (page 48), see the full listing of those recognized with the 2014 Microsoft Dynamics Partner Awards (page 28), and experience a blast from the past with #WayBackMSMemories (page 52). We’re now in our 11th year of publication. That is made possible by you (yes, you!) continuing to read this magazine quarter after quarter, the advertisers who we proudly display within our pages, participants in The List who help us create the best darn list of add-ons out there, and our contributors and publishing team who keep churning out thought-provoking ideas. Here’s to keeping the #conversation going…

Jenny Davis president of The Partner Channel

This label only applies to the text stock. FALL 2014

www.thepartnerchannel.com

The Partner Channel®, Inc. is an independent company and is not afﬁliated with Microsoft Dynamics® or any of its afﬁliates or subsidiaries. This is a copyrighted publication ©2014, and all articles herein are covered by this copyright. All rights are reserved. Any use of the content for commercial reasons or any other form of reproduction of material herein is strictly prohibited without prior written approval of The Partner Channel, Inc.

What the

Am I Supposed To Do?

Celebrating the 2014 Microsoft Dynamics

The symbol may be confused with the musical symbol called sharp ( ) because there are two pairs of parallel lines in both symbols. The main difference is that the number sign has two horizontal strokes while the sharp sign has two slanted parallel lines that must rise from left to right in order to avoid being obscured by the horizontal musical staff lines. To quote the great Paul Harvey, “And now you know the rest of the story.” Information from Wikipedia

Most articles are submitted by independent industry professionals; therefore their views and opinions may not be those of the publishers. Inasmuch, TPC Publishing cannot be held responsible for any or all comments or information held within those articles. This publication is printed in the U.S.A. by Forum Communications Printing.

On the Cover Before it became a cultural phenom, the “#” or “number sign” was most commonly used when the symbol was used before a number. In the United States, it is sometimes known as the pound sign and has been traditionally used in the food industry as an abbreviation for pounds avoirdupois. Outside of North America, the symbol is called hash, and the corresponding telephone key is called the “hash key” (and the term “pound sign” usually describes the British currency symbol “£”).

Inspire, Clarify, and Simplify

Cover illustration by John Holland for The Partner Channel ®.

THEPARTNERCHANNEL.COM | FALL 2014

CONTRIBUTORS PAM MCGEE

ADRIANNE MACHINA Email: Amachina@tornadomktg.com Facebook: Adrianne.machina Twitter: Adriannemachina LinkedIn: Adriannemachina

ADRIANNE MACHINA IS THE CHIEF VELOCITY OFFICER of Tornado Marketing, Inc. and an Authorized Duct Tape Marketing Coach. A huge Web 2.0 advocate, Adrianne’s marketing strategies and copywriting service help clients leverage the Web to bring in more leads and most importantly – more sales! Having worked in the Microsoft Dynamics channel since 2000, Adrianne provides valuable insight into how to market complex solutions.

Email: Pmcgee2@hotmail.com

PAM MCGEE IS THE PRINCIPAL OF PMCGEE CONSULTING and specializes in helping businesses get to the future instead of having their future get to them. Specialty areas that you can count on Pam for are building a culture, deﬁning shared values, coaching, leadership, and basic HR practices. Pam has more than 20 years business experience, 10 years consulting experience, and strong leadership and management skills.

PETER JOECKEL BARBARA PFEIFFER Email: Pjoeckel@turnondynamics.com Twitter: TurnOnDynamics LinkedIn: Peter Joeckel Website: www.turnondynamics.com Blog: blog.TurnOnDynamics.com

Email: Barbara@thepartnermarketinggroup.com Twitter: PartnerMktGrp LinkedIn: Pfeifferbarbara Blog: www.thepartnermarketinggroup.com/blog

WHEN IT COMES TO INNOVATIVE MARKETING FOR TECHNOLOGY COMPANIES and their channel, few people possess the level of expertise, leadership, and passion as Barbara Pfeiffer, senior marketing consultant for The Partner Marketing Group. Barbara has spent most of her career developing the driving high-performing marketing programs for Microsoft and a global network of VARs and ISVs. She was the strategic mind behind many exclusive Microsoft programs such as GAP, Landlord, Butterﬂy Publisher, Marketing Essentials, and Marketing Ofﬁce Hours. Barbara is constantly on the leading edge of marketing and specializes in helping clients build and execute comprehensive marketing plans including social media, inbound marketing, nurture marketing, and content marketing, as well as marketing assessments and plan/program development and management.

BONNIE ROBERTSON

PETER JOECKEL HAS BEEN A LEADER IN MID-MARKET ERP SINCE 1986 when his company installed some of the ﬁrst network-based manufacturing systems in the country. As a business owner, Peter built and eventually sold one of the fastest-growing and forward-thinking value-added software dealerships in the country. Its success was fueled by innovative software selection techniques and an outstanding project delivery team. He sold the organization in 1999 to an e-commerce provider when it had grown in less than three years from zero to $6 million in annual revenue with more than 300 customers and 45 employees. He has assisted in the selection and implementation of hundreds of ERP solutions and has been recognized for his ability to match the right solution for a customer’s needs rather than “pushing boxes of software.” Today, Peter focuses on helping companies select and implement ERP solutions by using advanced tools and processes that increase the likelihood of successful projects. His goal is to continue to improve those tools and processes to build value for customers and provide a smooth transition from the selection to implementation process.

CHRIS ELMORE Email: Bonnie@bonnierobertson.com LinkedIn: Bonnierobertson

BONNIE ROBERTSON UNDERSTANDS BIG AND SMALL BUSINESS. She’s worked for one of the biggest – Microsoft – and now runs her own consulting company. Bonnie’s been helping business owners and managers improve their businesses for more than 20 years.

TRACY FALEIDE Email: Tfaleide@hotmail.com Facebook: Tfaleide Twitter: Tracyfaleide LinkedIn: Tracyfaleide

Email: Celmore@avidxchange.com Twitter: Ap_automation LinkedIn: Apautomation Blog: www.apautomationnews.com Google+: google.com/+ChrisElmoreAPAutomation

SINCE 2000, CHRIS ELMORE’S LIFE HAS BEEN ACCOUNTS PAYABLE and payment automation with AvidXchange, helping companies realize their paperless dream through a variety of roles. Chris’s experiences have culminated into the publishing of “The 8 Pitfalls of Accounts Payable Automation”, “The Argument to Automate – How Innovation Can INSPIRE Not Fire”, “The 15 Terrible Pieces of Advice You Should Ignore When Automating AP”, “What If Steve Jobs Ran an Accounting Department”, “Tired of People Napping During Your Presentations”, “The 7 ½ Things You Should Know Before You Automate”, and “The Basis Point Myth”. Check out Chris’s daily blog posts at www. apautomationnews.com.

TRACY FALEIDE GAINED 20 YEARS OF EXPERIENCE IN COMMUNICATIONS, project and team management, planning, and results-based execution by holding several team and strategy leadership roles at Great Plains Software and Microsoft. She is a writer and coach, helping clients tell their stories, establish conﬁdence of purpose, and see things differently. THEPARTNERCHANNEL.COM | FALL 2014

IN A WORLD OF LOOK ALIKE MICROSOFT DYNAMICS PARTNERS

How do YOU stand out?

KNOW SOONER. SUCCEED FASTER. Own Your System - ŝīĞƌĞŶƟĂƚĞ ǇŽƵƌƐĞůĨ ĨƌŽŵ ƚŚĞ ĐƌŽǁĚ ǁŚŝůĞ ƐƉĞĞĚŝŶŐ ƵƉ ĂŶĚ ůŽǁĞƌŝŶŐ ƚŚĞ ƌŝƐŬ ŽĨ ƐŽŌǁĂƌĞ ĚĞƉůŽǇŵĞŶƚ ǁŝƚŚ ƚŚĞ ƉĂƚĞŶƚĞĚ <h /^z^ ƚĞƐƟŶŐ ĂŶĚ ĚĞǀĞůŽƉŵĞŶƚ ƉůĂƞŽƌŵ͘

Own Your Customer - >ĞǀĞƌĂŐĞ ǇŽƵƌ ĐůŝĞŶƚƐ ǁŝƚŚ DŝĐƌŽƐŽŌ ǇŶĂŵŝĐƐ 'W ƚŽ y ƐƵƉƉŽƌƚ͘ Email OwnYourFuture@TurnOnDynamics.com and ŝŶŶĞƌ ŝƐ ŽŶ ƵƐ ŝŶ ^ƚ͘ >ŽƵŝƐ Ăƚ ƚŚĞ WĂƌƚŶĞƌ ŽŶŶĞĐƟŽŶƐ ǀĞŶƚ͊

ON THE

HOMEFRONT

#GivingBack story by JENNY DAVIS

nless you spent the month of August on a

route in their eﬀorts and have seen signiﬁcant bumps as well. For

silent retreat at a monastery, you know about

example, the Red Cross set up a text message scenario where you

the ALS Ice Bucket Challenge, or rather, the

can donate $10 by simply texting the word “redcross” to 90999 (the

#alsicebucketchallenge.

donation is then applied to your mobile phone bill the next month).

Unlike 99.5 percent of everything else that’s

After Superstorm Sandy hit the northeast part of the United States

posted on the Internet, these videos of people

in October 2012, the Red Cross received $308 million in donations.

pledging their donations, challenging others, and dumping freezing

While the Red Cross does not indicate in its annual report what

cold water over their heads went viral in a way that will likely never be

percentage of that amount was donated via text message giving, I

replicated. (Or not…we’ll see how long that statement holds up. Who

have a hunch that it was a signiﬁcant portion.

knew cat video montages could be so popular?).

In a world where you can’t turn on the evening news without

The ALS Association had revenues of $29,102,318 at the end of

ushering small children out of the room, it’s heartwarming to hear

its last fiscal year (January 31, 2014). The two years before that,

stories of people reaching into their pockets and giving back in such

it had revenues of $25,744,512 and $19,042,577, respectively.

a tremendous way.

(Source: alsa.org)

Just when you start to think that maybe technology is making

Between July and August, the #icebucketchallenge raised more

people lose their connection with each other, it goes and creates

than $100 million. Four times its annual revenue in 30 days! Can you

something completely wonderful.

even believe it?! According to a recent press release, the organization

Life’s funny like that, isn’t it.

has created stakeholder groups to ﬁgure out the best way to apply this newfound money to their cause. What a problem to have! Other charitable and crisis organizations have gone the social

Do you have a #GivingBack story that has really resonated with you? Share it with us on Facebook (The Partner Channel) or Twitter (@partnerchannel).

Just when you start to think that maybe technology is making people lose their connection with each other, it goes and creates something completely wonderful.

THEPARTNERCHANNEL.COM | FALL 2014

NEWS Computer Market Research, a channel management solution provider, has earned recognition in the San Diego Business Journal’s 2014 List of top local Software as a Service (SaaS) companies. Among the 15 companies listed, Computer Market Research stands out for its longevity. Only businesses that sell SaaS applications were considered for this list. Computer Market Research provides software applications that streamline the processes involved in managing channel programs. These include PartnerPortal, Deal Registration, Co-op/MDF Management, Reseller Profile, and Channel POS, among others. In total, Computer Market Research currently services more than 100 software subscriptions for a variety of clients, mostly in the high-tech industry. To learn more, visit www.computermarketresearch.com. DFC Consultants has been named to Prairie Business magazine’s “50 Best Places to Work” list. The list is compiled of 25 small and 25 large businesses in the northern plains that demonstrate a commitment to making their business one of the best places to work. Companies were nominated through an anonymous employee satisfaction survey and rated in areas including work environment, employee benefits, and employee happiness. Consideration was also given to the number of nominations received per company. DFC Consultants was named to the top 25 list of small companies and was honored in the Prairie Business September issue. Encore Business Solutions, a professional service organization that specializes in Microsoft technologies, change management, and thought leadership, has been named to the 2014 Microsoft Dynamics President’s Club for the 17th time. Additionally, Encore was recently named Microsoft Dynamics Canadian Regional Partner of the Year finalist for the third time. Encore’s experience – based on nearly 25 years in the Microsoft Dynamics Partner channel – sits comfortably at the crossroads of technology and business strategy. Establishing itself as a trusted advisor and not merely a software vendor, Encore takes pride in thoroughly understanding each customer’s unique needs and business goals and delivering on its mission by helping customers align their

FALL 2014 | THEPARTNERCHANNEL.COM

strategy, people, processes, and technology. To learn more, visit www.encorebusiness.com.

Connections in St. Louis, or visit www. excelintegrator.com.

Cloud hosting provider Hostway Services, Inc. recently announced Cloud Connex™, a hosted cloud reseller/Partner platform that enables VARs, marketing agencies, system integrators, and managed service providers to sell private-labeled cloud services with no internal infrastructure or development costs. The platform features a brandable storefront template and customer portal for easy end user onboarding and self-serve provisioning, integrated billing and payment processing, and full control over customer pricing as well as the customer relationship – features unavailable from other prominent providers. Cloud Connex is now in beta and will soon be available for general availability. For more information, email Partners@hostway.com or call 866-467-8929. Hostway’s core products include Managed Hosting, Cloud Hosting, Web Hosting, and Email and Applications.

Scribe and InsideView recently formed an agreement that makes it easy to use InsideView data in a variety of applications. Microsoft Dynamics CRM users can now tap into InsideView data to auto-enrich leads as they enter the solution, appending 28 ﬁelds of data for more eﬀective scoring and rapid routing. They can also run auto-updates to maintain clean, fresh data, and augment or refresh data as it passes between applications, for example, marketing automation and Microsoft Dynamics CRM. Learn more at www.insideview.com/scribe.

Global eCommerce, ERP, CRM, and POS software and solution provider Ignify is pleased to announce the latest release of the company’s flagship software solution, Ignify eCommerce 7.3. Various social media tools and integration redefine Ignify eCommerce’s branding and cross-selling capabilities in Ignify eCommerce 7.3. Both shoppers and merchants benefit from updates in login functionality that enable social media login, integrated shopping carts among several storefronts, and more. For more information or questions, send an email to eCommerce@ignify.com. Infinia Integrator now includes many new features in its new version 6, including the ability to copy-paste multiple journal entries from Microsoft Excel to Microsoft Dynamics GP with one copy-paste-import and the ability to import originating document fields as well as support for Binary Stream MEM and support for import of either the analytical accounting (AA) alias or AA dimension codes. The Infinia Integrator also supports copypaste functionality from Excel to Microsoft Dynamics GP for accounts payable, accounts receivable, and payroll. To schedule a demo, contact Sales@infiniatech.com, see Infinia Integrator at Summit 2014 and Partner

JOVACO is excited to announce the launch of its latest edition to its Project Suite, the CRMProject Connector. This project accounting module was originally only available with Microsoft Dynamics GP, and now, this Connector will enable companies to manage their projects within Microsoft Dynamics CRM. Project structures can be automatically created in Microsoft Dynamics GP once an opportunity has been won, and users may review status reports within Microsoft Dynamics CRM while maintaining their project details within Microsoft Dynamics GP in real-time. nChannel, Inc., a Columbus, Ohio cloud-based operations management platform provider for multichannel sellers, recently announced that it will offer its integration and management software to merchants using the Amazon Webstore platform. nChannel has become an Amazon Webstore Solution Provider, enabling nChannel to assist with online sales and fulfillment through its cloud-based software, nChannel AppSuite. The AppSuite platform integrates product information, orders, inventory, and customer data between sellers’ accounts, brick-and-mortar stores, and financial systems. See www.nchannel.com/pressreleases/ nchannel-becomes-amazon-webstore-solutionprovider/ for more details. Sandler*Kahne Software Inc. is proud to celebrate its 10th consecutive year in the Microsoft Dynamics President’s Club. The company joined other Microsoft Dynamics

SL users and Partners at the annual SLUG user conference as a sponsor of the event in September. The company will have a sponsor booth (#622) in the expo hall at AXUG Summit 2014. Celebrating 20 years of serving the Microsoft community, Sandler*Kahne Software Inc. is thankful to all its partners and customers who’ve joined the company on this wonderful journey. Stoneridge Software recently relocated its corporate offices to the newly renovated Old City Hall in Barnesville, Minnesota. Built in 1899, Barnesville’s Old City Hall is on the National Historic Register. Stoneridge Software worked in conjunction with the City of Barnesville to renovate the second story of the structure, which was originally an opera house. Stoneridge Software’s mission is to enable businesses by increasing efficiency in their operational and financial processes. Based in the Fargo (N.D.)-Moorhead (Minn.) area, Stoneridge Software sells, implements, and services Microsoft Dynamics AX and Microsoft Dynamics NAV products for small, mid, and large businesses. The company

has broad expertise in business technology solutions, from development to ﬁnance/ project, manufacturing, supply chain, and system and project management. Contact Leah Baker at 701-212-6714 or Leah@ stoneridgesoftware.com for more info. Unanet, a developer of services automation software that helps project-based organizations manage people and projects for improved proﬁtability, has announced the availability of the latest version (1.5.0) of its integration with Microsoft Dynamics SL, referred to as SLConnect. Steve Bittner, Unanet’s vice president of professional services, said, “More than 50 organizations have deployed SLConnect to tightly couple Unanet and Microsoft Dynamics SL, unleashing the combined power of both systems. The latest release of SLConnect expands both functionality and data integration options for our customers.” Unanet is a leading provider of cloud or on-premise software for project-based organizations. Unanet delivers skills management, resource planning, budgeting and forecasting, time and expense reporting, billing and revenue

recognition, and project management reporting. Visit www.unanet.com for more info. Vaultive announced continued momentum for its Advantage Partner Program with the addition of new resellers and strategic partners, including Combo and CTTL. By extending the reach of Vaultive’s cloud encryption solution to businesses around the world, the Advantage Partner Program creates new revenue opportunities for Partners and enables secure cloud services for more businesses. For more information, visit www.vaultive.com. Vertex SMB, the primary sales and use tax solutions provider for small and medium-sized business, recently announced a partnership with Wipfli LLP, one of the largest CPA and consulting firms in the United States. The relationship between Vertex SMB and Wipfli will deliver to the middle market a strong, automated sales and use tax solution that has no upfront costs and pay-as-you-go pricing from two of the leaders in tax and accounting services.

THEPARTNERCHANNEL.COM | FALL 2014

EVENTS /#4/"%2 Microsoft Dynamics CRM 2013 Virtual Foundation Training Program

Microsoft Dynamics AX Fast TrAX Express Financial or Supply Chain Stand Alone Courses

./6%-"%2 Microsoft Dynamics AX Enterprise Academy L200 Training

October 20-31 | Fargo, ND

November 3-7 | Fargo, ND

https://training.partner.microsoft.com

Microsoft Dynamics AX Fast Functional+Industry

Convergence 2014 Europe November 4-6 | Barcelona, Spain

The Partner Connections Event

October 20 - November 7 | Fargo, ND

www.microsoft.com/dynamics/convergence

October 13-14 | St. Louis, MO

https://training.partner.microsoft.com

October 7 - December 17 Virtual-Live Online Delivery

www.thepartnerconnectionsevent.com

AXUG® Summit

Microsoft Dynamics ERP SMB Integrated Sales & Marketing Workshop

October 14-17 | St. Louis, MO

October 21-22 | Irvine, CA

http://axugsummit.com

https://training.partner.microsoft.com

CRMUG® Summit October 14-17 | St. Louis, MO

Microsoft Dynamics AX Fast TrAX Express Supply Chain

http://crmugsummit.com

October 27-31 | Fargo, ND

Microsoft Dynamics ERP SMB Integrated Sales & Marketing Workshop November 8-9 | Fargo, ND https://training.partner.microsoft.com

reIMAGINE

https://training.partner.microsoft.com

GPUG® Summit http://gpugsummit.com

Microsoft Dynamics ERP SMB Integrated Sales & Marketing Workshop

NAVUG™ Summit

October 28-29 | Reston, VA

October 14-17 | St. Louis, MO

https://training.partner.microsoft.com

October 14-17 | St. Louis, MO

November 10-12 | Fargo, ND http://reimagine2014.com

*!.5!29 Microsoft Dynamics AX Fast TrAX Functional Track January 19 - February 6 | Fargo, ND https://training.partner.microsoft.com

-!2#(

http://navugsummit.com

Convergence 2015 Atlanta

Microsoft Dynamics AX Fast TrAX Express Financial

www.microsoft.com/dynamics/convergence

October 20-24 | Fargo, ND

Microsoft Dynamics AX Fast TrAX Functional Track

March 16-19 | Atlanta, GA

https://training.partner.microsoft.com

March 23 - April 10 | Fargo, ND https://training.partner.microsoft.com

Upcoming Events? Going somewhere, but it’s not on the list? Let us know, and we’ll include it in the next issue! Go to www.thepartnerchannel.com/magazine under “Events” to submit details. 14

FALL 2014 | THEPARTNERCHANNEL.COM

OCTOBER

ST. LOUIS

13-14

2014

See What’s Happening at

#TPCE14 PRODUCT FOCUS MICROSOFT DYNAMICS AX VALUE » Accelerate certiﬁcation with best practices from Microsoft » Zero in on important product tools, addons, and features

SESSIONS » Hands-on Experience with Life Cycle Services » Navigating Business Intelligence in Microsoft Dynamics AX: Lots of Data and Nowhere To Go

MICROSOFT DYNAMICS CRM VALUE

MICROSOFT DYNAMICS SL

SESSIONS

 Prepare for the Microsoft Dynamics SL 2015 launch » Compete in the project space  Learn current customer upgrade techniques and best practices

» Connect the sales and marketing gaps to close more leads » Improve demo techniques » Ramp up for Summit with fresh ideas and motivation

SESSIONS

» The CRM Portfolio: Rationalizing Great New Parts and Pieces of Microsoft CRM » Microsoft Dynamics CRM Integration Survival Guide: What a Consultant Needs to Know

» Microsoft Dynamics SL 2015 Web Apps Overview » Microsoft Dynamics SL 2015 - Quick Query & Business Analyzer » Upgrading to Microsoft Dynamics SL 2015

“Great business value! Not only did I get personal inspiration, but business inspiration from this conference. So much information, not sure how to share it all with my co-workers!”

“We’ll be covering all there is to know about Microsoft Dynamics SL 2015 and SL 2015 Web Apps, so Microsoft Dynamics SL Partners won’t want to miss this event!”

– Joy McRae, client account manager at Associates Solutions, Inc.

SALES VALUE

VALUE

» Increase user adoption and improve customer satisfaction with implementation best practices » Get the inside story on what’s here for Microsoft Dynamics CRM and what’s coming

SKILLS FOCUS

» Building a Gamiﬁcation Practice for Microsoft Dynamics CRM Partners – Let the Games Begin! » Deconstruct the Power of LinkedIn to Generate Sales

– Microsoft Dynamics SL marketing & dev team

MARKETING VALUE

LEADERSHIP VALUE

» Strategize complete and effective campaigns » Make the best use of the marketing budget » New and improved marketing tactics and execution tips

SESSIONS

» Track success every step of the way » Learn how to inspire team members » Identify key business opportunities

SESSIONS

» Building Your Pipeline and Customer Loyalty with Events » Overcoming Writer’s Block – Filling the Need for Content » How ISVs Can Consistently Drive Marketing Messages

» Stats That Should Keep You Up at Night » Change is Stupid – Learn the 5 Strategies that (Probably) Won’t Kill You or Your Team

“Overall the sessions were extremely educational and highlighted some things I already knew and pointed out some areas where we need to do some work.”

“This is the only event of the year that I go to for me. I am not there to sell anything but rather to learn from my peers.”

– Jamie Bracewell, director of marketing at Fullscope

– Randy Smith, owner of Vicinity Manufacturing

Learn more about what’s happening in St. Louis at

www.thepartnerconnectionsevent.com and ﬁnd us on social media with

#TPCE14 Fun pictures and event updates coming soon!

THEPARTNERCHANNEL.COM | FALL 2014

,%!$%23()0

SA LE S

M A R K ETI NG

Customer Think – The Organizational Strategy for Vertical Success story by "/..)% 2/"%243/.

This article was originally published in the Winter 2005 issue of The Partner Channel Magazine. Bonnie was all set to participate in the Fall 2014 issue when she received word that her vacation spot was destroyed in the September hurricane. Her focus is better spent elsewhere, so we dug into the archives and found a message that resonated in 2005 and still heartily applies almost 10 years later.

ften times I hear business owners state that they wish their employees would think like owners. “Why?”, I ask. “Because then they would have the same sense of responsibility and conviction as owners,” they tell me. This may not be the right strategy. If all employees in the business “thought” like owners, no one would get any sleep, and the stress levels of the business would probably be too high to be functional. A better alternative would be for all employees to think like customers. Thinking like the customer creates actions that support and provide advocacy for the customer – which results in better service. Not only is it important to think like the customer so your team is service-oriented, but also because real innovations that capture a market’s attention are innovations that meet customers’ needs. While “going vertical” appears to be the current name of the game, how to “go vertical” successfully is the real question at hand. Who holds the secret to your vertical success? Consultants? Product vendors? Business owners? Industry specialists? While each of those may offer some insights, the real expert that holds tremendous data and information for vertical success is the customer. The success that some organizations are finding with their specific vertical targets is proof that the more you understand about the customer, the more a team is in tune with the customer’s business processes, opportunities, and risks, the more valuable the team is to the customer. The success of a vertical is not found in the product. This is not to say that a high-functioning product, doing what it is designed and promised to do, is not important. But if you assess the most loyal and profitable customers for organizations, the characteristics of that relationship go much deeper. The “trusted advisor” status that customers will entrust to you is only achieved when those that interact with the customer, whether in sales, pre-sales, analysis, implementation, or in the ongoing relationship, really understand the customer and can speak their language. So how do you help grow employees who think like customers? How does the customer come to understand and believe that people in your organization have their best interests in mind? Simply telling the customers, through various marketing or communications, that “we know your business” doesn’t convince them. Customers are smart people, too. The proof in the pudding comes in being able to speak the language of the customer, being able to create solutions that are truly customized to customers’ business processes, business timing, and industry issues, and investing the time and energy to nurture the relationship with the customer. Customer satisfaction surveying is good for benchmarking and monitoring your interactions and service with customers; however, it doesn’t get to that level of real understanding. Companies lose their intimacy with customers when the only focus around the customer is based upon numerical data. Avoid the trap. We all know of situations where we have abandoned suppliers or retailers because they turned us into a statistical point in a sea of data. How do you really connect with customers? Here are some organizational strategies I have seen work for others: » Welcome customers into your organization. Sponsor lunches with customers and your teams. Invite customers (or potential vertical customers) to be guest speakers at team meetings in order to explain their businesses and how their company and their services assist their organization in achieving success. » Visit the customer. Consultants and installers are on-site. However, their view of the customer’s business is usually efficiently narrow during that time. Visiting a customer and understanding what they are trying to achieve with their customers provides an understanding of business process that can result in breakthrough ideas in the ways in which you approach the customer. » Go where your customers go. If you have a vertical target market, do you know where people in that target industry go for information and networking? Is it a trade journal? A trade show? An industry conference? Find out and be present with a listening ear. Be willing to invest in sponsorships for key conferences, speakers for educational sessions, and advertising for their trade journals. Customers like to know that you have their general business well-being in mind before you try to close a sale. » Put faces and names to your customers. The customer can become an abstract concept. It is hard to get impassioned about abstract concepts, and in the world of business reality, abstraction is harder to sell. As a

FALL 2014 | THEPARTNERCHANNEL.COM

leader in the organization, how you refer to customers in your communication makes a diﬀerence. Statements that put customers into a “we versus they” position with the sales organization give the message that customers are a necessary evil to the business rather than the center purpose. Inform and educate your employees as to who your customers are by name. » Analyze and prioritize your customers. The term “active customers” gets to be a catchphrase. What does “active” mean? Does it mean you have a relationship, or that they simply provide revenue to the business? Those customers seeking a loyal, trusted relationship will need diﬀerent strategies for building and sustaining the relationship. » This begs the question of how do you treat valued relationships in life? You stay in touch, either by phone, email, face-to-face. The more valued the relationship, the more ways in which you will interact. » Ask and listen. Find ways to sincerely ask customers how they are doing. What issues are they facing? What successes are they achieving? And then actually listen! We all know of people who will ask us the question, “How are you doing?”, and as we begin to explain, we are very aware that they are not genuinely listening, nor do they particularly care about our response. They just asked the question because they thought it was socially appropriate. Better to not ask the question at all. When you ask your customers, “How is the project progressing?”, and “How is the business doing?”, are you and your employees actively and genuinely listening? Track what was learned from each and every interaction. Discuss and analyze any patterns of successes or

issues, and check them out with other customers. This is a lot of work, you’re thinking. You don’t have the staﬀ to continually have this dialogue? That is why each and every employee needs to share in the understanding of the customer. It also answers why vertical target focus can bring such success, because it is easier to track patterns with like types of customers than with customers in varied businesses. Using organizational strategies to help your employees think like the customer can transform your customers to “members” of the team with a vested interest in a joint successful future.

It’s 2:36 a.m. The last thing on Jeff’s mind is his company’s ERP.

Global leaders in reliable ting for Cloud Hosting soft Dynamics ERP Microsoft

US Headquarters Southfield, MI

Canadian Headquarters Waterloo, ON

1 866 531 2598 sales@watserv.com watserv.com

UK Headquarters Reading, UK

Mission Critical Cloud Hosting

Visit us at Summit, Booth 814

THEPARTNERCHANNEL.COM | FALL 2014

SALES

FALL 2014 | THEPARTNERCHANNEL.COM

M A R K ETI NG

L E A DE R S H I P

Hashtag Death How I Use a

and Won’t Stop

story by CHRIS ELMORE | illustration by MATT MASTRUD

y father is about as low-tech as you can possibly get. I tried to get my 5-year-old daughter to teach him how to use his tablet computer. All I heard in the other room was a high-pitched little girl say, “Granddaddy, I can’t do this anymore…you are on your own,” followed by a stern face wearing a princess crown stomping out of the room. My father is far from ignorant. He is the most intelligent person I have ever known. (Of course he is, right? He’s my dad; almost all men older than 18 think their dad is smart.) The challenge is that he gets lost in simple things. Imagine my surprise when he called me one morning to talk about hashtags. He wanted to know what they were, how people used them, and why they were important. Now, at the risk of showing off, I have written and have had published three books, I have a very active blog (www.apautomationnews.com), and I have the privilege of speaking at more than 30 conferences per year…all on technology. Unfortunately, even with that experience, I had no answer to his questions. I didn’t even know where to begin to explain to him what a hashtag is. The sad part is that I use them all the time. I ignorantly started using them as a response to some kind of social pressure or my need to fit in. (Let’s face it: We never really leave our school mentality of needing to be part of the crowd.) At the risk of sounding too much like the guy on the side of the super information highway who has his vehicle on blocks and is using a rag for a gas cap, I have greatly benefited from a single hashtag in three primary ways: » WordPress: One of the things I love about writing, presenting, and just rubbing elbows with Microsoft Dynamics Partners is the ongoing need to communicate better. For me, WordPress helps me do that. I write an article three times a week from one location (WordPress) and put my hashtag in the title of that article. WordPress then distributes that article and hashtag to Google +, LinkedIn, Facebook, and Twitter. » Twitter: All of my articles are re-posted on Twitter two times daily with the same hashtag I use on WordPress – via Hootsuite. » Random Post: WordPress and Twitter are more formal ways of hashtag-ing, but when I do a random post about traveling or a speaking engagement, I normally post on Facebook and use my old hashtag friend.

THEPARTNERCHANNEL.COM | FALL 2014

The nuts and bolts of all this is this: I only use one hashtag: #APAutomation. Sure there have been others, including #Payables, #AccountsPayable, #Accounting, and #Hashtag (I don’t really want to talk about the last one; it was a very diﬃcult breakup). I noticed that when I abandoned the old familiar #APAutomation, I wouldn’t get the same level of comments, reblogs, and re-tweets – things I live for…seriously. Those are the three things that tell me that I am on the right track with my content. Being on the right track isn’t a fun thing I do with my spare time; it is how I ensure that I am writing about the things people want to talk about, and then I take it one step further.

BEYOND HASHTAGS Once I ﬁnd out what people are interested in, I write an eBook on the topic and create a corresponding breakout session for a conference or a keynote. Then the eBook becomes a chapter in one of my published books which becomes my primary way to let the world know how I

FALL 2014 | THEPARTNERCHANNEL.COM

can help them (lead generation). Here is an example: I wrote a blog about the “15 Terrible Pieces of Advice for #APAutomation”. It was my top-preforming blog (comments, re-blogs, and re-tweets; I even had someone write an article and use my blog as a reference) last year. I turned it into not only an eBook, but also six webinars and eight speaking gigs – all with the same name/title. It all started with a topic that trended with a hashtag that sparked some interest.

IT’S TRUE I don’t really know what a hashtag technically does, or how it works, or the technology that supports and drives it. All I know is that the hashtag is the only way that I know I am writing and speaking about the things that people want me to write and speak about. To say I would be lost without it is a little too much drama, but I sure do feel much better about my content. If a small little character can ensure that I don’t have an irrelevant speaking session or book, then I think we can all agree that #TheWorldIsABetterPlace.

Business Intelligence for Microsoft Dynamics™ AX is HARD! ' Hard to get right the ﬁrst time ' Hard to respond to changes ' Takes too long to build

It’s the Truth!

Jet Reports is here to help. Jet Enterprise automates the entire data warehousing life cycle from planning, analysis, and design through development, operations, maintenance and change management: Data Warehouse Automation Platform: Ź Source data exploration

Ź Scheduling

Ź Automated ETL generation

Ź Change impact analysis

Ź Automated testing

Ź Maintenance and modiﬁcation

Ź Metadata management

Ź Automated documentation

Ź Managed deployment

Better: Ź Ability to respond to changed and new requirements quickly Ź Business is able to make changes far later in the development process

Faster: Ź To build and deploy new capabilities Ź To adapt and modify existing warehouses Ź To build any new data structures

Cheaper: Ź Reduced cost through time savings, labor savings and better quality

www.jetreports.com

MARKETING

FALL 2014 | THEPARTNERCHANNEL.COM

L E A DE R S H I P

SA LE S

#Hashtag WHAT THE

AM I SUPPOSED TO DO?! story by BARBARA PFEIFFER | illustration by DAVE SWANG

whole magazine with a hashtag theme? What else could you need? Well, if you’re not really active in social media, probably a little more information about what hashtags are and why they are so important. If your experience with hashtags is #Sharknado or the Jimmy Fallon/Justin Timberlake video (look up “Jimmy Fallon hashtag” on YouTube; really – do it – it’s pretty funny), then you probably are wondering why you should care. Let’s start with a little history. The very first hashtag (#barcamp) was suggested and used by Chris Messina, an open source/open web advocate, in August of 2007. He suggested it on Twitter as a way to group discussions about Barcamp, virtual technology gatherings that he helped create. After that, hashtags really went mainstream when Messina suggested the use of #sandiegofire in order for people to share information on the forest fires near San Diego that fall. Since then, they’ve helped fuel the Arab Spring, leading to regime changes in Egypt, Tunisia, Libya, and Yemen (#Egypt and #ArabSpring) and brought us millions of old big hair photos and other memories for Throwback Thursdays (#ThrowbackThursdays or #TBT). They have also lead to participatory TV (#Sharknado) where the fun lies as much with viewers’ comments as with what’s on screen. So with such diverse use, is there really a benefit for Microsoft Partners? The answer is YES. Before we get to that, let’s start with the basics.

The very ﬁrst hashtag

(#barcamp) was suggested and

used by Chris Messina, an open source/open web advocate, in August of 2007.

WHAT IS A HASHTAG? It’s simple. A hashtag is a # sign (hash) followed by a word or group of words. The addition of the # sign makes the phrase searchable. When you use hashtags, you can organize posts to create a thread of conversations around a single topic. An example you’ve most likely seen is Microsoft Dynamics Convergence (#CONV14 for this past year’s event), which allows Microsoft employees, Partners, and customers to see all that’s being posted about the conference in a single thread – and at the same time creates a conversation with the social attendees.

THEPARTNERCHANNEL.COM | FALL 2014

Anatomy of a Hashtag: Rules and Tips for Creating a Great Hashtag » Always start with #. » No spaces. While you can have as many words

as you want, you cannot have spaces. If you do have more than a single word, consider an initial uppercase letter on each word to make it more readable. For example: #HowToCreateAHashtag » Keep it short. The characters in a hashtag count

toward your 140 word count on sites such as Twitter, so #BuyMicrosoftDynamicsERP is probably not a good idea. While you are unrestricted on Facebook and Google+, if you’re going cross-platform, you’ll want one hashtag you can use across all. Plus, why make it difﬁcult for people to retype your hashtag? » Numbers are ﬁne, but don’t use punctuation or

symbols.

WE’RE NOT ON TWITTER – WHY SHOULD WE CARE? Great question. While the practice started and is extensively used on Twitter, today Facebook, Google+, and YouTube also take advantage of hashtags. The lone holdout? Instagram, which had enabled hashtags but discontinued their use last year. Given their popularity and utility, it’s likely we’ll be seeing hashtags in other online communities (including those that don’t exist today) and that at some point, LinkedIn will have some version of the hashtag back in its toolkit. One thing to keep in mind: the platforms use hashtags diﬀerently, so you need to spend some time understanding the variations. For example, on Facebook, clicking on a hashtag takes you to posts with the same hashtag, while Google+ also pulls in posts with similar keywords and Google results.

Create a hashtag when you have something “substantial” to share and you want others to join the conversation.

Follow The Leader: Hashtags You Should be Using Today Not unexpectedly, Microsoft has A LOT of hashtags. There doesn’t seem to be a central place where they all are listed, so we have compiled this short list of the most popular ones: » #MSDynamics » #MSDynERP » #MSDynCRM » #MSDynCOMM » #DynamicsGP » #MSDynGP » #MSDynAX » #MSDynNAV » #MSDynERP » #CONV15. (Although I’ve yet to see anyone using this tag, Microsoft has used CONV followed by the year for the last four Convergence events.)

FALL 2014 | THEPARTNERCHANNEL.COM

WHEN SHOULD I CREATE ONE? HOW SHOULD I USE IT? Create a hashtag when you have something “substantial” to share and you want others to join the conversation. For example, when you’re hosting a customer event. Set up a hashtag, and then share it with Partners, ISVs, customers, and employees. Encourage everyone to use the tag before, during, and after the event. In other instances, you may want to take more of a “follow the leader” approach. If you’re going to be at Convergence, for example, use the hashtag that Microsoft is using for maximum exposure for your posts. Want something unique? You can use more than one hashtag in a post (note that the recommendation is to keep it under three), so it’s okay to use #CONV14 and a custom tag you create in the same post. By the way: You don’t need to start a sentence with a hashtag – they can go anywhere, as in: Join us at #rocknrave at #GPUGSummit.

HOW DO I CREATE ONE? Type a # sign followed by the word or phrase that describes your conversation; then tweet or post. Really, it’s that easy! The challenging part is knowing what word or phrase you want to use. Here are two simple steps to follow:

» Start by making sure your hashtag is available. If you use a

NEXT STEPS?

hashtag someone else is using, you are joining their conversation. You can check out hashtags that are in use, and see how they’re trending on Twitter, with free tools including www.twubs. com and www.hashtags.org. These sites make it easy to see if someone else is already using your idea. » Although anyone can use your hashtag for any reason, you should still deﬁne or register it. This makes it easier for people who are searching for topics to know if they’re in the “right” conversation. #MicrosoftDynamics might be obvious. #CONV14 – not as much. On Twubs, when you register, you can also set up a page for your hashtag. This is a great idea if you’re using the hashtag for an event. You can create an event room and even get embedded code, which enables you to put the conversation on your website.

Hashtags do not have to be scary. Hopefully you have learned some new ways to use and create them. If you’re still unsure of how you might use a hashtag, why don’t you start by joining the conversation for this fall’s The Partner Connections Event (#TPCE14)? Share your experience and connect with the speakers and attendees. You might be surprised to see who else is posting, what you may have missed, or who you might run into at the event. Need help #marketing? Barbara Pfeiﬀer and the team at The Partner Marketing Group are #MasterMarketers. Check out the products and services designed for technology Partners and ISVs at www. ThePartnerMarketingGroup.com. You can also contact Barbara at Barbara@thepartnermarketinggroup.com.

THEPARTNERCHANNEL.COM | FALL 2014

TPC INTERVIEW

Hal Howard

executive director of Dynamic Communities, Inc.

Hal Howard joined Dynamic Communities, Inc. (DCI) on September 15, 2014, as the organization’s executive director. Hal formerly served as the corporate vice president for Microsoft Dynamics ERP R&D for 11 years and celebrated 20 years total at Microsoft. The Partner Channel reached out to Hal after hearing the news to talk about his new role, next steps, and advice for Partners. The Partner Channel (TPC): What’s one thing you were always asked at Microsoft that you’re so glad you don’t have to answer anymore? Hal Howard (HH): The crazy thing is, I’m not sure I won’t have to still answer a bunch of questions. If you listen to the podcast I did with the guys at Dynamics Podcast, you’ll learn that I’ll answer just about anything. I guess one question would be, “What’s Bill like?” I still get that one. Lately a popular question was, “What’s the diﬀerence between Steve and Satya?” It’ll be nice to not answer those types of questions, but I’ve always been candid – even though people might not like the answer.

was read through your Twitter posts until I hit the day you joined. It was mentioned in the press release that you’re excited to reconnect with users and Partners, and I could see from your posts that you are sincere about that connection. What are you looking forward to most as related to staying in the Microsoft Dynamics community? HH: This new role is deﬁnitely on the personal level for me. I was fortunate to have 20 years at Microsoft, and now it’s a time for me to give back to the community by getting out there and spending time with customers and Partners. I put a premium on that time as the reason you build a product is for people to use it. You also want them to like using the product, so having that connection is part of the whole gig.

TPC: What are your fondest memories of your time at Microsoft? HH: The growth and evolution of the channel and products, and meeting so many unique and interesting people. Partners represent so many diﬀerent parts of the world, and the opportunity to meet with them and work with their teams was fantastic. I also really enjoyed seeing customers get the most out of what we were developing. I remember when we were developing Microsoft Dynamics AX 2009. We had a customer that had just implemented six months ago, and they came to us with a list of things they wanted enhanced. We did a presentation on Microsoft Dynamics AX 2009, and most of what they wanted was in that release. They decided to go for it, and it took them less than a month to upgrade. When you get that synergy between what a user wants and what the product can do, it’s good for the customer, uplifts the team, and makes the experience worthwhile. That example speaks to a broad category of experiences at Microsoft over the years.

TPC: What are the first things you’d like to do at DCI? HH: When Andy (Hafer, DCI president) and I talked about it, effectively the goal was pretty simple – grow the communities. AXUG® is celebrating 10 years this year, but it still has a ways to grow as it’s not established in Asia and Europe. We have the opportunity to grow the footprint around the world and get people involved. Whereas AXUG is the most established, GPUG® is growing, CRMUG® is getting traction, and NAVUG™ has room to grow. Relatively, when you think of the number of customers Microsoft Dynamics NAV has, NAVUG has a lot of room to grow. For me, the Dynamic Partner Connections org is the fledgling one, and we have a real opportunity to grow this community around Partners. The Partner community is betting its livelihood on the vitality of the (Microsoft Dynamics) community and its products. That’s a big personal goal for me and the rest of our org as well.

TPC: I have to admit that I was shocked to hear that you’d be joining the Dynamic Communities team. The ﬁrst thing I did

TPC: Speaking of Partners, one of the things I heard coming out of the U.S. kick-oﬀ was concern about referring to Microsoft

FALL 2014 | THEPARTNERCHANNEL.COM

Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL as “Microsoft Dynamics SMB”. To me it sounds like a marketing initiative, but can you offer any product reassurance there? HH: There are four very distinct products, and while they do target similar markets, each has its own community. The reality is that they’ll be distinct for a long time. Part of Partners’ frustration is the flashbacks to Project Green. That’s not the intent. It really is more of a marketing thing, targeting prospects in that space, and it’s important to remember the difference between the product roadmap and the marketing roadmap. We are far too quick to market a product than an offering, if you will, which is something around the customer’s actual needs. The targeting for a specific product can happen later. TPC: What would you offer as advice to a Partner? HH: The main thing for Partners is to consider their unique value add. What do their customers value them for? Many Partners get caught up in the wrong thing about what they think of themselves. The key is for them to figure out what their customers value them for, whether that’s their people or their expertise or their intellectual property. Far too often, Partners say yes to too many different things and don’t stay focused on what they do best. The economy is in a good place for driving growth, so they need to stay focused. And, they shouldn’t worry too much about what Microsoft is up to; doing so can make them forget their unique value add. There is plenty of business out there. Microsoft Dynamics only represents a four percent market share across the board. That means there is 96 percent to take! I also see Partners getting bogged down competing against each other or looking at the Microsoft Dynamics products against each other. The other Microsoft Dynamics products aren’t the competition. Sage, Infor, Oracle, etc. are the competition; not another Microsoft Dynamics Partner or product. Partners need to stay focused on what they’re doing best and have a concrete vision on what they do. TPC: How about as far as joining the User Group? I have had Partners tell me that they’re not totally comfortable with it. HH: I used to hear the same complaint about sending customers

to Convergence. It’s a bunch of silliness. Rarely do people change Partners after attending an event, and it usually only happens if they’re already very unhappy. This is an education opportunity for users, both on product and on what the community and their Partner have to oﬀer. Partners will drive more business for themselves because when customers come to events like Summit, Regional Chapter meetings, or Convergence activities, they see things they haven’t implemented yet, and they will ask Partners about it. That leads to additional service hours and users deployed. User Group involvement shows a commitment to the community, and it’s shortsighted to not trust customers to be in that environment. There are incredible local chapter leaders out there, and you can really see the diﬀerence in areas where those communities exist, from sales in the region to add-on development to user knowledge. It’s all goodness. TPC: That’s a great phrase. How long do you want to be part of this goodness? HH: It’s a strange world. When I announced I was leaving Microsoft, hundreds of people came out of the woodwork to see if I’d like to help them out. Anyone who knows me knows that I have a high capacity, so this will be a good role for me but won’t be 24x7. I’ve done some things already with smaller organizations and have a passion for wine and the wine industry, so I’m spending more time there (see sidebar to learn more about the winery where Hal is a part owner). I’d like to do a variety of smaller things for a while. TPC: Is there anything else you’d like to share with Partners? HH: I’ve been involved in this community for the last 10 or 11 years, and I’m excited to be here for the next few years, to see it grow and foster that growth in the overall Microsoft Dynamics community. We have a real opportunity to move forward as a group, not only from the products, but also from shared wisdom. I love the commitment of people who have been here for a while. Andy and Frank (Vukovits, AXUG program director) are incredible people. The other chairs and members of the team are awesome. The volunteers are incredible. Working with these people is my biggest reason for being involved.

Hal is part owner of Brian Carter Cellars, a winery located in Woodinville, Washington (www.briancartercellars.com). The company was the ﬁrst small winery to set up shop in Woodinville in 2006; now it is ﬂanked by more than 40 small wineries and is part of Washington’s 800 commercial wineries. The Cellars produces between 75,000 and 100,000 bottles a year and has more than 1,000 customers on its mailing list. “If you’re in the area, please do reach out as I’m happy to host a wine tasting,” says Hal. “We also sell products directly to the customer, and we ship anywhere in the U.S. where it’s legal to ship. If you’re on the West Coast, your bottle shop has the opportunity to carry Brian Carter Cellars, so be sure to ask!” You can contact Hal via email at Hal.howard@dynamiccommunities.com or on Twitter: @DynamicsHal.

THEPARTNERCHANNEL.COM | FALL 2014

Microsoft Dynamics Partner Recognition PARTNER AWARD RECIPIENTS Microsoft honored 29 Partners with individual awards for their exceptional performance in delivery of solutions to customers in the past year. Global ISV of the Year – Incadea GmbH Global ISV of the Year – To-increase B.V. Global Reseller of the Year – Hitachi Solutions America, Ltd.

REGIONAL AWARDS ISV of the Year - Asia Paciﬁc – Flintfox International Ltd ISV of the Year - Central and Eastern Europe – LS Retail EHF ISV of the Year - China – Shenzhen Huaxu Technology Development Co. Ltd ISV of the Year - France – GFI Progiciels ISV of the Year - Germany – GOB Software & Systeme GmbH & Co. KG ISV of the Year - Middle East and Africa – Veripark ISV of the Year - United Kingdom – K3 Retail Solutions Limited ISV of the Year - United States – CoCENTRIX, Inc

ISV of the Year - Western Europe – 4PS Reseller of the Year - Asia Paciﬁc – Hands-On Management Pty Limited Reseller of the Year - Canada – ADXSTUDIO Inc. Reseller of the Year - Central and Eastern Europe – GMCS Verex Reseller of the Year - China – Shanghai Wicresoft Co. Ltd Reseller of the Year - France – ISATECH SASU Reseller of the Year - Germany – KUMAvision AG Reseller of the Year - India – Acxiom Consulting Pvt. Ltd. Reseller of the Year - Japan – Hitachi Solutions, Ltd Reseller of the Year - Latin America – Fesworld, S.A. de C.V. Reseller of the Year - Middle East and Africa – AccTech Systems Reseller of the Year - United Kingdom – eBECS Ltd Reseller of the Year - United States – mcaConnect, LLC Reseller of the Year - Western Europe – HSO International

WORLDWIDE PARTNER CONFERENCE AWARDS Customer Relationshipp Management g Award – Hitachi Solutions Enterprise Resource Planning Award – HSO

y Microsoft Dynamics Cloud Award – Zero2Ten Microsoft Dynamics Industry Award – Edgewater Fullscope

PRESIDENT’S CLUB President’s Club recognizes the top ﬁve percent of Microsoft Dynamics Partners worldwide and honors their constant dedication to delivering solutions that meet their customers’ unique needs, active pursuit of product and technological advancement, and impressive sales performance. Avanade Australia Pty Ltd Hands-On Management Pty Limited NEC IT Solutions Australia Pty Ltd Professional Advantage Pty Ltd Sable Systems Pty Ltd Tectura (Australia) Pty Ltd Incadea GmbH Terna GmbH - Zentrum fuer Business Software Ad Ultima nv Avanade Belgium SPRL NORRIQ Belgium Code-K Software I9 Tecnologia e Inovacao Empresarial Intelligent Systems Bulgaria LTD. ADXSTUDIO Inc. BDO Canada LLP Encore Business Solutions Inc. Endeavour Solutions Inc. Fullscope Inc Hitachi Solutions Canada, Ltd Sierra Systems Group, Inc. TGO Consulting Inc. 28

FALL 2014 | THEPARTNERCHANNEL.COM

CMetrix IT Soluciones S.A. Shanghai Wicresoft Co. Ltd AutoCont CZ a.s. WBI Systems a.s. WEBCOM a.s. AlfaPeople Avanade Denmark A/S Bredana Systemudvikling A/S CGI Danmark A/S Datacon A/S EG A/S Inventio IT A/S Navi Partner Kobenhavn Scales Group Aps Trimit A/S LINK Development Right CGI Suomi Oy Digia Oyj Absys Cyborg SA Avanade France CSC Computer Sciences SAS GFI Progiciels ISATECH SASU Novulys

Sopragroup Circon Consulting AG COSMO CONSULT AG Defacto Marketing GmbH GOB Software & Systeme GmbH & Co. KG (Unitop NPO) GOB Software & Systeme GmbH & Co. KG (Unitop Trade) HSO Deutschland GmbH Infoman AG IT Vision Technology GmbH KUMAvision AG ORBIS AG R+M Business Software GmbH Raber+ Märcker GmbH Real Consulting GmbH RIB Cosinus GmbH SIEVERS-SNC Computer & Software GmbH & Co. KG Singhammer IT Consulting AG tso-data GmbH YAVEON AG incadea Greece Information Systems S.A HRP Europe Kft.

MultiSoft Kft Annata hf. LS Retail ehf. Acxiom Consulting Pvt. Ltd. All e Consulting Ltd PricewaterhouseCoopers Pvt. Ltd Wipro Limited Effect LTD ELAD Systems Ltd. ALTERNA S.R.L Avanade Italy S.R.L. Brain Force S.p.A. Capgemini BS S.p.A. Cluster Reply Srl Nav-lab Srl Würth Phoenix Srl. Computer Engineering & Consulting, Ltd. Hitachi Solutions, Ltd NEC Corporation Paciﬁc Business Consulting, Inc Coretec Systems and Solutions Limited Elva Baltic Megatek s.a.r.l.

2014 INNER CIRCLE Inner Circle recognizes the top echelon of Microsoft Dynamics Partners and ranks them at the top of the global network of Partners. This award is a direct result of the positive relationships that these Partners have developed with customers as well as their commitment to delivering top-quality solutions. 4PS ABECON Groep B.V. Absys Cyborg SA Accenture/Avanade Inc. Acxiom Consulting Pvt. Ltd. Alfapeople Group Aps Armanino, LLP AXtension BDO Canada LLP Bonair S.A. Capgemini Italia S.p.A CGI Sverige AB Ciber UK Ltd. Cluster Reply Srl CoCentrix, Inc ConsultCRM COSMO CONSULT AG

Idimension Systems Sdn Bhd Fesworld, S.A. de C.V. Systems Advisers Group Africa 4PS ABECON Groep B.V. Assistance Software AXtension Dynamics Anywhere B.V. Dynamics Software BV HSO Customer Service B.V. HSO Enterprise Solutions B.V. ISM eCompany Prodware Nederland Quattro Business Solutions b.v. To-increase B.V. Flintfox International Ltd Koorb Consulting CGI Norge AS CRM Insight (Crayon) Evry Consulting AS Systems Limited Bonair S.A. EIP Sp. Z o.o. XPLUS S.A. myPartner - Consultoria Informatica, S.A. Novensys Corporation SRL GMCS Verex Navicon Consulting TOPS Consulting LLC eBECS Limited (Saudi Arabia) AFON Systems Pte Ltd Asterisk Computer (FE) Pte Ltd

Defacto Marketing GmbH eBECS Ltd Edgewater Fullscope Everis Spain SL. Evry Consulting AS Fesworld, S.A. de C.V. Flintfox International Ltd GMCS Verex Hands-On Management Pty Limited Hitachi Solutions America, Ltd HSO International I.B.I.S., Inc. IBM Incadea GmbH InterDyn BMI Intergen Limited

IBIZ Consulting Services Pte Ltd NEC Asia PaciďŹ c AccTech Systems i-Intelligence (Pty) Ltd IMMIX Solutions Ltd. PricewaterhouseCoopers Exordia Ltd Aitana Management S.L Everis Spain SL. Quonext Technology, S.A. Acando AB Avanade Sweden AB CGI Sverige AB iStone Dynamics Sverige AB Tectura AB Stockholm Boss Info AG KCS.net Holding AG KCS.net Holding AG Logico SA RedIT Dynamics ZG AG SwissSalary Ltd. Techno Brain Ltd Parge Yazilim Danismanlik Tic. A.S e-Consulting Levtech Consulting JLT Ciber UK Ltd. ConsultCRM eBECS Ltd Eque2 Limited Gap Consulting Ltd. Hitachi Solutions Europe Limited HSO Enterprise Solutions Ltd K3 Retail Solutions Limited

IT Vision Technology GmbH Junction Solutions, LLC KCS.net Holding AG Levtech Consulting JLT LINK Development LS Retail EHF mcaConnect, LLC McGladry LLP. NORRIQ Belgium ORBIS AG PowerObjects PricewaterhouseCoopers Exordia Ltd PRODWARE Professional Advantage Pty Ltd Quattro Business Solutions b.v. SaaSplaza

LINKFRESH Software Limited Prodware (UK) Limited Pythagoras Communications Ltd slicedbread Software Index Sysco Software Solutions Ltd. Touchstone Ltd Vedbaek Ltd. AKA Enterprise Solutions, Inc Altriva, LLC Armanino, LLP Avanade Inc. Avanade Inc. - Central BKD Technologies Blue Horseshoe Solutions, Inc Blue Moon Industries Bottomline Technologies BroadPoint Technologies, Inc. CoCentrix, Inc Columbus Global Crowe Horwath LLP Customer Effective, Inc. Data Resolution Edgewater Fullscope eLogic Group LLC Hitachi Solutions America, Ltd. I.B.I.S., Inc. IBM Ignify, Inc. Intellitec Solutions, LLC InterDyn BMI Jet Reports Junction Solutions, LLC

SBS Group Shanghai Wicresoft Co. Ltd Sierra Systems Group, Inc. Sikich LLP Socius Sonoma Partners, LLC To-increase B.V. Tribridge Holdings, LLC East Tridea Consulting UXC Eclipse Pty Ltd WEBCOM a.s. Zero2Ten, Inc.

MaxQ Technologies, Inc. Mazik Global Inc. mcaConnect, LLC Mergetool.com Merit Solutions, Inc. Neudesic, LLC NextCorp Ltd. NexVue Information Systems PowerObjects Rockton Software, Inc. RoseASP, Inc. SaaSplaza US SalesMetrix Sandler*Kahne Software, Inc. SBS Group SCS, Inc. Sikich LLP SIS Software, LLC Socius Solution Partners NA Sonoma Partners, LLC Sunrise Technologies, Inc The Rand Group LLC TMW Systems, Inc. Tribridge Central Tribridge Holdings, LLC East Tribridge West Turnkey Technologies, Inc UXC Eclipse (USA) LLC UXC Eclipse USA Inc Webfortis, LLC Zero2Ten, Inc.

THEPARTNERCHANNEL.COM | FALL 2014

s 1UICK TO INSTALL EASY TO USE s &AMILIAR INTERFACE s #OMPATIBLE WITH ALL SUPPORTED VERSIONS OF '0 s 7ILL PRINT &ORM # AND &ORM # s 4HE ONLY !#! SOLUTION WRITTEN IN $EXTERITY THE LANGUAGE OF 'REAT 0LAINS s &ULL SUITE OF %XCEL TEMPLATES PROVIDES ") FOR ANY %XCEL USER

At last, the

MISSING LINK to transforming Microsoft Dynamics GP Payroll into an ACA tracking and compliance vehicle:

s /NE TIME FEE NOT BASED ON EMPLOYEE COUNT

Yes, you’re seeing this right: An Affordable Care Act solution that works automatically within GP. Better yet, it’s from an ISV whose only reason for being is empowering GP users to manage ACA risk and ACA compliance conﬁdently and efﬁciently from right within their ERP system.

Sign up for a demo on our welcome page. Email helenk@sypnio.com for details about our robust Partner program. www.sypnio.com 815-656-4000

You must not have had a pen around as you read the magazine during the dog days of summer, so no winner this time around! Now for the next round of the Word-A-Ganza! Posted below are 25 words that relate to the topics and themes included in this issue of The Partner Channel Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. You can submit your completed word find to us for a chance to win a $10 gift certificate to Starbucks so you can enjoy future word finds over a latte or cup of tea. Simply scan and email your completed word find to Jenny Davis at Jenny@thepartnerchannel.com or mail a copy to The Partner Channel, 1240 Elm Street, Fargo ND 58102. If you don’t want to write in your magazine, contact Jenny and she’ll email you an electronic version of the same word find.

Clarify eBridge Connections Fake People Hashtag Inner Circle

Inspire Joesoftware Leadership Magnetic Companies Marketing

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

B S H R L E A D M S O R C I M E N C I M A N Y D I

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

H J M C A N Y D L E N N A H C R E N T R A P E H T

E O P L E O P L S T H E L I S T M O B I L E S A L

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

U O A I S T C R P R S T L N L W M A C L U B E N N

L F S F R E O S L S N E P E N B A L R S T C S R P

C T H Y P N M R I N A R T C E I R A E N L P R E A

S P T I I T P E F E P N L R E E K N R T I L N G R

Member Microsoft Dynamics Newbie Kit Partner Partner Recognition

T E W N H R A N Y W E R O S R K E O S R S I M I T

N O A N S A N T E B L S E S S I T I E C A B S O N

E P Y E R P I R N I P T L N R T I G C L A E N N E

D E B R E E E A L E O O C E R E N E R S L E N S R

I L A C D H S P T N E P A R T N P R T A N L A D R

S C C I A T F A K E P C O N N E C N S R S T H R E

Personas President’s Club Regional Awards Sales Simplify

The List Mobile The Partner Channel TPCE Way Back Machine WPC Awards

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

B E H D L A M I C R O S O F T D Y N A M I C S P I

R I M W L W N A H C K M A G N E T I C C O M P W O

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

E R C R U C S E L N F L E A D E R S M A C H I C N

R N I S C B I T E K R A M E H T L E N N A H C W T

I D G N I D N E Y E R N E E A C I M O B I M W C P E S A N N N E S I L D E I R R B A A O W W M A T N L F T A O R N S A O E P I O E G J H E N T R I O N

THEPARTNERCHANNEL.COM | FALL 2014

LEADERSHIP

FALL 2014 | THEPARTNERCHANNEL.COM

SA LE S

M A R K ETI NG

).30)2% s #,!2)&9 s 3)-0,)&9 story by PAM McGEE | illustration by DAVE SWANG

ecent Gallup Poll results indicate that an estimated 70 percent or more of the professional workforce is unengaged or actively disengaged (meaning they would take another job as soon as they could). Global research by Towers Watson (2013) found that the single highest driver of employee engagement is whether the manager is genuinely interested in his/her employees’ well-being. The research also found that less than 40 percent of employees felt that support. The Magnetic Company Way (MCW) is a philosophy and a methodology that results in a positive revolution that provides inspiration, clarity, and simplicity. The result is a purposeful company with the h right i h people l (clients ( li and d employees), l ) processes, and d proﬁt! ﬁ ! #E #Engagement says it i all! ll! Through the simple process of learning to apply the MCW, employees become more loyal, productive, engaged, and intrinsically motivated to reach their potential; the company reaches its goals; AND customers can’t wait to do business with said company again and again.

BUT WHY THE MAGNETIC WAY? Research indicates that businesses with greater employee satisfaction also have: 86 percent higher customer ratings, 78 percent better safety records, 76 percent more success in lowering turnover, and 44 percent higher profitability (7Mindsets.com). The Magnetic Company Way was developed as a result of research by Robertson and Company in more than 100 companies in 10 different countries. The research found that engaged employees and profitable companies all share four things, also known as the Four Ps: » Purposeful work » People who care about the customer » Efficient processes » Profitability Purposeful work is about working in a company where the leadership team answers “Why do we exist?” Patrick Lencioni, author of “The Advantage” (learn more at www.tablegroup.com/blog), states that most companies define why they exist by creating a mission statement. Mission statements, although important, work to clarify the strategic direction of the company. The “Why do we exist?” question inspires people to want to execute on the mission. To create purposeful work, answer the following questions: What does your business do? Why does it matter? What is YOUR purpose within your company? The most important tools in defining purposeful work are communication and involvement. Talk again and again about the purposeful work and engage everyone (even customers) to participate in the dialogue. The second part of a magnetic company is the people. How are the best people to serve the customers and each other in your company? Who are the best customers, and how do you get more and keep them? If you are the company owner, ask yourself what you are doing to provide a healthy company culture that inspires people to work for you and customers to buy from you. The fundamental cornerstone of the people part of your business is having good leadership and management. We have all heard that the number one reason someone leaves a company is because of his/her direct supervisor. Do your leaders know how to coach others, unite teams, clarify strategy, and execute? If you are a team leader or an individual contributor, you can clarify your purpose by focusing on the customer. One of my previous bosses would say to me when I wanted role clarity (yes, I asked daily for job direction), “Your role clarity is to serve a customer!”. If you don’t know what to do, go ask a customer and figure it out!” She said it a little nicer than that, but I think you get the point. Maybe you want to create a #WhatIDidfortheCustomer hashtag for all employees to tweet! THEPARTNERCHANNEL.COM | FALL 2014

The third part of a magnetic company is process. Two simple questions: Is it simple to get work done, and is it simple for the customer to do business with you? Mark Twain said, “If I had more time, I’d write you a shorter letter.” That is the fundamental principle of the process. Back by popular demand is lean management, which has muda (waste elimination) as one of its fundamental principles. Process improvement is my adrenaline rush. It’s about trying to eliminate all work that does not directly impact a customer (internal or external). It’s about asking yourself every day what you are doing that is inefficient and how you can remove steps to execution. It is about changing your current value map to a future value map that is customer-centric, simple, and employee-driven. It’s about building your house of lean that is based on plan, do, check, act. It’s about simplicity! It’s about answering these questions: How do you get work done as simply as possible? How do you talk to each other? Who’s accountable? Who makes decisions when we can’t agree? The fourth part of a magnetic company is actually the result you get when you have purpose, people, and process working at optimal levels on

FALL 2014 | THEPARTNERCHANNEL.COM

behalf of the customer and the employee. It is profit. As an owner, your accountability is to define the business model and give local ownership to budget and revenue goals. Once you define the business model, get out of your employees’ way. Show up when you have to course correct, inspire, and remove obstacles. As an individual team leader or contributor, it is your responsibility to understand and seek understanding if not readily available to answer the question, “How do we make money and earn a profit?” PERIOD! The Magnetic Company Way is not rocket science, but it takes commitment. It is easy to focus on the tasks because they are important, but before you know it, you are standing in a forest and can’t seem to see the trees or the moss on the trees to help you navigate. You certainly can’t experience the beauty. Being lost in a forest is the same way employees or customers feel when you have failed to create a purposeful experience for them! Imagine your workforce having a competitive edge because your employees were all “in it to win it” because they felt vital to the business, cared for by their managers, and closely connected to their customers. Novel idea? Maybe or maybe not. Competitive? Definitely!

SALES

FALL 2014 | THEPARTNERCHANNEL.COM

M A R K ETI NG

L E A DE R S H I P

story by PETER JOECKEL | illustration by SHAWN OLSON

kay…so the title of this article is not really a hashtag that you see in the Microsoft Dynamics channel, but it would be if people were not big fraidy-cats. More specifically the hashtag would be #ScrewedAgainByMicrosoft. Let me explain. As a longtime Microsoft Dynamics Partner that has worked in both the Microsoft Dynamics AX and Microsoft Dynamics GP world, I constantly hear this complaint from my Microsoft Dynamics GP friends. Every Convergence or other Partner-related event is an opportunity to vent about the latest indignities visited upon the downtrodden Microsoft Dynamics GP channel. Everyone knows the issues by heart. Primarily that Microsoft Dynamics AX gets all the love, and Microsoft Dynamics GP folks are getting the scraps that fall off the big boy table. Coming back from New Orleans and the FY15 Microsoft Dynamics kickoff event, I can report that there is now even more evidence to alarm the Microsoft Dynamics GP crowd. Microsoft Dynamics AX and Microsoft Dynamics CRM are all the rage, right behind the cloud and moving everything to Microsoft Azure as fast as possible. Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL are now all lumped together and referred to as Microsoft Dynamics SMB. This is great news because misery loves company. Let’s analyze that for a minute: S…M…B! As in small and medium-sized business. Small and medium. Maybe just a little bit bigger and more sophisticated than a QuickBooks install. Not BFB, big and fabulous business, but small and medium. If all of my eggs were in a good-sized practice dedicated to selling and servicing Microsoft Dynamics GP, Microsoft Dynamics SL, and Microsoft Dynamics NAV customers, I would now be concerned as well. So is there really an issue? Of course there is, but I don’t think it’s time to panic…tomorrow maybe, but not today. Figuring out when to actually panic requires some analysis of what is happening. Here is my condensed version: » Microsoft is worried about competing with Google, Apple, and other giants like itself. » The Microsoft Dynamics business is just a portion of the business that is Microsoft as a whole. As such, I doubt most at corporate even knows what Microsoft Dynamics GP is, never mind figuring out strategies on how to screw Microsoft Dynamics GP Partners. As far as Microsoft corporate is concerned, all they know about Microsoft Dynamics and all they care about are the following: » Number 1-10: Azure…oh yeah, that is not Microsoft Dynamics, but hey…you get the point. » Number 11: Microsoft Dynamics CRM, because that has the greatest possible opportunity to get people into “cloud licensing” or the golden goose; repetitive revenue. » Number 25: Microsoft Dynamics AX: If we can only figure out how to spin up as many servers on Azure as possible to run Microsoft Dynamics AX, we might someday stop giving awards to competing ERP Partners! » Number 123 or maybe 233 (I was not taking notes fast enough): Microsoft Dynamics SMB. Let’s see, if we can get all the Microsoft Dynamics GP, Microsoft Dynamics SL, and Microsoft Dynamics NAV Partners to sell Microsoft Dynamics CRM licenses. Hmmm…oh just forget it.

Microsoft Dynamics GP,

Microsoft Dynamics NAV, and

Microsoft Dynamics SL are now

all lumped together and referred to as Microsoft Dynamics SMB. This is great news because misery loves company.

THEPARTNERCHANNEL.COM | FALL 2014

I know all this to be true because I am a Microsoft board member, and I sit in on all of their important management meetings. Just kidding. Actually I am guessing based on observation anecdotal evidence. Bonus points: Is that deductive or inductive reasoning? So how do you deal with this environment to avoid #ScrewedAgainByMicrosoft NON-POSTS? » First and foremost, ignore it. It’s not intentional. Never was and never will be. It’s just a big company with bigger ﬁsh to fry. » Recognize that it is happening and plan accordingly. The biggest shortterm threat is from competitor messaging. You have to have a good story when your prospect tells you that they “heard” that Microsoft is discontinuing the Microsoft Dynamics GP line. » Don’t panic and pick up new products. New mid-market ERP vendors are taking advantage of the dissatisfaction in the channel using it as a recruitment tool. I would, too. But is the grass really greener? And what is the real cost of picking up a new product? » Don’t forget the power of the installed base! Just because Microsoft wants everyone to buy Microsoft Dynamics AX or convert to it does not mean it is going to happen. Project Green anyone? With Partners panicking maybe this is a good time to be a great remaining Microsoft Dynamics GP Partner. » If you can’t beat them, join them. Add a Microsoft Dynamics CRM practice or ﬁgure out the opportunity in upgrading Microsoft Dynamics GP customers to Microsoft Dynamics AX. Hint…it’s fantastic. » Additional revenue. There is a goldmine of “non-VAR” revenue in your installed base. In some cases more than for a software and services sale. Believe me, I’ve done it. Or if all else fails, grumble and pout. Enough for today, I have a Microsoft Dynamics Partner program update I have to read, and I’m sure it’s not good. 38

FALL 2014 | THEPARTNERCHANNEL.COM

Peter Joeckel is the president and founder of TurnOnDynamics, a Microsoft Dynamics AX and Microsoft Dynamics GP Partner that specializes in manufacturing implementations and transitioning clients that have outgrown Microsoft Dynamics GP to Microsoft Dynamics AX. Additionally, TurnOnDynamics focuses on the strategic concerns of executives and owners with a unique Dynamic CFO Service oﬀering. Learn more at www.turnondynamics.com, and reach Peter at Pjoeckel@turnondynamics.com.

photo by Beverly & Pack

photo by The Knowles Gallery

Coast to Coast Sales Tax Solution Since 1993

ZĞƉŽƌƚ ƚĂǆ ĚŝƌĞĐƚůǇ ĨƌŽŵ DŝĐƌŽƐŽŌ ǇŶĂŵŝĐƐ 'W ƚƌĂŶƐĂĐƟŽŶ ŚŝƐƚŽƌǇ ƵƚŽŵĂƟĐĂůůǇ ǁŽƌŬƐ ǁŝƚŚ ŵŽƐƚ ϯƌĚ ƉĂƌƚǇ ĂƉƉůŝĐĂƟŽŶƐ >ŝǀĞ /ŶƚĞƌŶĞƚ ĐŽŶŶĞĐƟŽŶ ŶŽƚ ƌĞƋƵŝƌĞĚ EŽ ƉĞƌ ƚƌĂŶƐĂĐƟŽŶ ĐŚĂƌŐĞƐ ĂƐŚ ĂƐŝƐ ZĞƉŽƌƟŶŐ WƵƌĐŚĂƐĞ dĂǆ ĐĐƌƵĂů ŽƐƚ īĞĐƟǀĞ

www.KampData.com Phone: (406) 404-2036 For rights to photos see www.creativecommons.org/licenses/by/2.5/

Have you explored the newly aligned Dynamic Partner Connections? COMMUNITY. COMPETENCY. ADVOCACY

We are excited to have mereged AX Partner Connections, CRM Partners Connections and GP Partner Connections to form Dynamic Partner Connections (DPC). DPC is a member-driven organization that works to increase the success of all Microsoft Dynamics partners.

Engage with us: dynamicpartnerconnections.com

@DynPartnerConn

Nov. 10-12, 2014 Fargo, ND Microsoft is excited to bring you reIMAGINE 2014, powered by Dynamic Partner Connections. reIMAGINE 2014 will provide targeted, role-focused learning tracks for sales, marketing, technical, and development.

Here’s a glimpse of the new and improved skills your team will return with by attending reIMAGINE 2014: CONSULTANTS

SALES

Pull back the curtain on Microsoft Dynamics® GP 2015 and see how it can solve your customers’ business challenges

Build a winning strategy you can easily implement and track

Dive headfirst into PowerBI and create winning dashboards, PowerMaps, Power Queries and other reporting assets Find out how the new Service Base Architecture will affect your

DEVELOPERS Get hands-on experience creating and integrating apps for Dynamics GP Experience the new Service Based Architecture to see how it will change the way you develop and integrate Dynamics GP Discover how to optimize your solution for web client with help from Microsoft developers Learn how Identify Management will change your approach to development projects

Just Announced: Doug Burgum Announced as Tuesday Keynote! Current entrepreneur and philanthropist, and former chairman and CEO of Great Plains Software, Doug Burgum, will provide Tuesday evening’s keynote address for reIMAGINE attendees!

Create compelling demos that address customer issues and make them want to buy Hone your presentation and sales skills to win more business

MARKETING Create messaging that gets your organization noticed, sets you apart and makes you unforgettable to prospects Revamp your website to attract more prospects and enhance your credibility Build easy-to-implement content plans that position you as a subject-matter expert

www.reimagine2014.com Join the conversation:

#reimagine2014

MARKETING

L E A DE R S H I P

SA LE S

How

FAKEPEOPLE REALRESULTS

DELIVER

story by ADRIANNE MACHINA | illustration by MATT MASTRUD

o you know Sam the Sales Guy, Ann from Accounting, and Mike in Manufacturing? To improve your sales and marketing efforts, you need to get to know these people intimately – after you create them. Sam, Ann, and Mike aren’t real people. They are the names of personas who represent real people. Personas are fictional characters who are a composite of real-world people and who illustrate the values, goals, and behaviors of your typical ideal clients. These “fake people” can make or break your sales and marketing success. When I started in the Microsoft Dynamics (Great Plains) channel back in 2000, I was super excited to really get to understand this industry and thrilled when my company sent me to my first marketing training class led by Mac MacIntosh. Mac is a great trainer, and I learned a lot – but I was disappointed when the class didn’t really cover anything about the sensibilities and challenges of the people who buy Microsoft Dynamics. Over time I realized that neither Mac nor Microsoft – nor anyone else – can create YOUR ideal client profile and then just hand it to you. To attract the right customers, the personas you create must be unique to your organization. The number of personas you need depends on the size of your organization and the diversity of your customer base. A persona profile goes much deeper than demographic information. In addition to organizational size, title, and geography, a well-researched persona profile answers the following key questions: » What is their role? » How is their success measured? » What are their daily challenges? » What are their sensibilities? » Where/how do they learn information? Once you’ve defined a persona, it’s a marketing best practice to cap it off with a name and a picture so that your personas have more personality and are more memorable.

FALL 2014 | THEPARTNERCHANNEL.COM

THEPARTNERCHANNEL.COM | FALL 2014

WHY PERSONA DEVELOPMENT IS IMPORTANT Personas have been a marketing concept for a long time, but they’ve never been quite as important as they are now for the following eight reasons: » You’re not in charge any more. Inbound marketing is about attraction, not interruption. As buyers have become more self-reliant for solution research, you may ﬁnd more than half of the sales process happens before you are even aware that the sales process has begun. Your job as a marketing and sales organization is to enable prospects through the Buyer’s Journey. Since our goal is to get them to buy Microsoft Dynamics, let’s call it the #DynJourney. There are three stages to the #DynJourney: Awareness, Consideration, and Decision. Your job is to develop and deliver the right information to the right persona at the right #DynJourney stage. » The people involved in the #DynJourney change throughout the evaluation process. If you sell HR solutions, your contract signers might include the CFO or the CEO, but those aren’t the people who are most acutely aware of the need. Your Awareness content might need to be aimed at the HR manager, and your Decision content aimed at the CFO. By knowing your personas, you’ll know what to say, when to say it, and how to say it. » Your prospects are not “just like you.” Often the person selling and marketing is nothing like the persona being sold to. Your marketing person might be extremely creative, spontaneous, fun, and attracted to bright colors, inspirational quotes, and new ideas. The ideal target client might not “get metaphors.” They might be introverted, love knowing what’s expected, and you might imagine they wear khaki pants and a blue polo shirt to work every single day. Your job as a marketer is to live in their world, use their terminology, and appeal to their sensibilities to facilitate their #DynJourney. » Your prospects and customers are not “just like each other.” Several of my clients are active in multiple industries, from banking to construction. While the easy way out is to focus on the software (what we do/what we sell), they get BY FAR the most traction by crafting content speciﬁcally focused on the industry personas as they proceed through their #DynJourney. Although being personalized and focused is substantially more work for the marketing team, that focus is what generates results. » It’s easier to communicate across the entire organization. Just like the tech industry has mastered the art of the TLA (three letter acronym), personas can become a shortcut to aid insider communication. If you say, “This prospect is a Mike” or even track personas in your CRM system, everyone from marketing to sales to consulting will have a sense of the best ways to communicate your company message with this particular persona. As an added plus, personas help educate departments who don’t have regular direct contact with customers. Unfortunately, this often includes the marketing departments charged with creating the marketing messaging.

Recommended Hashtags from Adrianne » #InboundMarketing – Attracting ideal customers to you through relevant

content and offers » #Personas – Fictional characters who represent the values, goals, sensibilities,

and challenges of your ideal customers » #DynJourney (Buyer’s Journey) – The stages prospects go through in

uncovering they have a problem (Awareness), ﬁnding a solution for their problem (Consideration), and deciding how to solve their problem (Decision)

FALL 2014 | THEPARTNERCHANNEL.COM

Âť Your #DynJourney content can tell a story that appeals to the personaâ&#x20AC;&#x2122;s sensibilities. Far too many of the blog posts and social media content I see are still too â&#x20AC;&#x153;seller-oriented.â&#x20AC;? Your website pages are perfect places to talk about your features and beneďŹ ts. Your blog and social media entries should touch on the buyer personaâ&#x20AC;&#x2122;s challenges and values, be relevant, and perhaps even tie into current events. Tell a story that resonates. How can you make their day better? How can you help them achieve their goals, even going beyond what your company/solution does? Âť You gather clues on how to become an insider. Join their communities. Are you active and visible in the places where they are engaged (online or in person)? How can you show that you are part of their circle? Buyer Personas give you a clear understanding of where their virtual water coolers are and the types of information they like to share. Âť You know who NOT to go after. Some companies create â&#x20AC;&#x153;negative personas.â&#x20AC;? Negative personas are people you donâ&#x20AC;&#x2122;t want as customers because theyâ&#x20AC;&#x2122;ll burn out your consulting team, give you a bad reputation, or are too diďŹ&#x192;cult to accommodate. These customers may be too big or too small, or have too long of a sales process. Knowing these personas will allow you to squelch those deals quickly so you donâ&#x20AC;&#x2122;t burn time. Personas are not a new concept, but their relevance has increased as inbound marketing has become more prevalent. With more than 200 million blog posts posted every day, the ONLY way to stand out is to be relevant. Relevancy comes by knowing who you are talking to and how you can help. Adrianne Machina is the owner of Tornado Marketing, a marketing consultant ďŹ rm helping Microsoft Dynamics Partners develop the strategy and messaging to attract their ideal clients. You can download a persona development tool for free at www.tornado-marketing.com/dynamics-personas. For a marketing assessment, contact Adrianne at Amachina@tornadomktg.com or 608-213-0377.

DXWRPDWHG UHSRUW GRFXPHQW GLVWULEXWLRQ

/LDLVRQ 0HVVHQJHUÂ&#x160; (''

automate

attach

distribute

Utilize your existing report templates and contact lists from Dynamics AX, GP, SL and NAV to distribute forms like invoices, POs, & reports, even attachments.

Just print the way you always have; but, select the Liaison Messenger print driver. Liaison Messenger EDD will distribute everything simultaneously.

Auto-attach files like; unpaid invoices with AR statements, MSDS with shipping documents, installation specs & invoices. You create the rules!!!

Print, email, fax, ftp, archive, encrypt, assemble, sort, convert, split, batch, burst, even password protect any form or report and then send, store or print it.

:H KRSH WR VHH \RX DW 0LFURVRIW &RQYHUJHQFH ERRWK

ÂłLI \RX FDQ SULQW LW \RX FDQ ('' LWÂŤÂ´

ZZZ OLDLVRQVF FRP

/LDLVRQ

6RIWZDUH &RUSRUDWLRQ

THEPARTNERCHANNEL.COM | FALL 2014

ISV PROFILE

TPC: Give me the eBridge Connections’ elevator pitch: Colin Brown (CB): eBridge Connections helps you connect your accounting or ERP system with eCommerce platforms, EDI trading partners, CRM applications, and more.

COMPANY: eBridge Connections INTERVIEWEE: Colin Brown, founder and CEO WEBSITE: www.ebridgeconnections.com HEADQUARTERS: Burlington, Ontario, Canada

TPC: What problem inspired you to start your company? CB: I wanted to address the EDI integration problem with Microsoft Dynamics GP (then known as Great Plains) back in 1994. There was nothing that worked universally with all SME accounting packages. The solution we developed, EDI Bridge, solved that issue with NO transaction fees.

PHONE: 905-631-8333

Colin Brown

EMAIL: Cbrown@ebridgeconnections.com

TPC: So how did EDI Bridge work? CB: First we built bridges that worked with Microsoft Dynamics GP, Microsoft Dynamics AX, and Microsoft Dynamics SL (then known as Solomon). Then we created a mapping tool that connected those systems with all the trading partners in North America. The idea really took oﬀ, but after 50,000 or more maps, the total cost of ownership (TCO) for customers got to be very expensive as the connections had to be rebuilt if they upgraded, and the components were not reusable.

ESTABLISHED: 1994 USER TESTIMONIAL: “We migrated to an eBridge cloud solution a year ago when we upgraded our Microsoft Dynamics GP software. It handles our EDI orders efficiently with little or no interaction. eBridge also designed a process that converts our product activity files (852) to a CSV format so we can import the data into a special database to track our retailer sales. I really value not having to worry about certificate exchanges or updates to new EDI versions. eBridge Connections has provided us with an integration solution that has effectively automated our EDI document processing, and in the process, helped us save valuable time and lower our expenses.” – Jim Moritz, H&R Block Digital Tax Solutions

TPC: How have you transitioned your solution to bring the TCO down for your customers? CB: We changed our name to eBridge Connections and built a cloud-based SaaS application that exchanges data between systems using shared business rules instead of maps. Having reusable integration components available through this SaaS solution has allowed us to bring down the TCO for our customers because new connections are much easier to set up and maintain. TPC: Besides being cost-efficient, what do customers like most about eBridge? CB: The solution is flexible, and since it is cloud-based, customers can see their integration points online and on their mobile devices. The automatic connections and audits through a web-based application give our customers the scalability and freedom to succeed. For example, Amazon will do 500 orders a day, and all that data shows up as an order in Microsoft Dynamics GP. We also offer a free design tool, eBridge Blueprint Builder (www.ebridgeconnections.com/blueprint), where visitors can generate a complete view of their connections and data touch points. TPC: Very cool…and user-friendly! Tell me more about the eBridge Blueprint Builder. CB: We set out wanting to create the first and only (FREE) public and universal blueprint builder for the SME accounting marketplace. We succeeded, and we’re very proud of what we’ve created. Today we have more than 5,000 live touch points and move one million integrated documents a week.

FALL 2014 | THEPARTNERCHANNEL.COM

TPC: How does it work? CB: It’s an easy three-step process in which visitors select their accounting or ERP package, the business platforms they would like to connect to (eCommerce, EDI, CRM), and the specific data touch points (e.g. sales orders) that they need to integrate. Once that information is collected, we generate a complete view of the integration solution, which can be further modified, saved, or exported for reference. Microsoft Dynamics Partners also use it to design integration solutions for their clients. TPC: What’s on the horizon for eBridge Connections? CB: We want to make our integration solutions completely do it yourself (DIY) so that professional services aren’t required in every case. Today the cost of each touch point is about $80 per month plus a full day’s worth of time to install and configure it. If customers can do it themselves, then the cost of integration goes down and they save even more money while still getting the functionality they need. So be on the lookout for more DIY options from us! TPC: Besides EDI, do you work with other applications? CB: Yes. While our solution was originally designed for EDI, in the last three years we’ve added integration with eCommerce solutions such as Magento, Amazon, and eBay as well as CRM applications, including Microsoft Dynamics CRM and Salesforce.com. We’ve discovered that VARs who sell Microsoft Dynamics CRM often need to integrate it with XYZ in order to make the sale, so by making those connection points for them, we’re able to enable their sale while saving them and their customers money along the way. TPC: What do you like most about working with Microsoft Dynamics Partners? In addition to enabling their sales with integration points, how do you support their business? CB: The Microsoft Dynamics community is such a great ecosystem with well-trained and supported individuals. We have to certify our solutions just like Partners, so they need to know their stuff versus working with VARs who don’t even use their own accounting package. Because we don’t sell accounting or CRM, we’re also not in conflict with Microsoft Dynamics Partners, which makes the partnership more comfortable. For these reasons, we value working with Microsoft Dynamics Partners and offer a revenue share of 20 to 30 percent starting out. We also offer various education opportunities such as webinars, including an upcoming one scheduled for October 23. The eBridge Blueprint Builder is also a value-add where Partners can design integration solutions for their clients, ultimately saving time and money.

SOCIAL QUESTION: Vanessa Veﬂin of Archway Marketing Services asks: “What would you say about the future of technology in a keynote address to a graduating class?” Colin Brown: “Keep your foot in the door and keep on learning! Technology is continuously changing, so be open and share.”

Want to have your question highlighted in the next issue? Watch for social posts from The Partner Channel on Twitter and Facebook with the hashtag #ISVProﬁle.

TPC: If you could hashtag the spirit of your business, what would it be? CB: #IntegrationMadeEasy

THEPARTNERCHANNEL.COM | FALL 2014

TPC Photo Caption

CONTEST

Here’s a #ThrowbackWhateverDayYou’reReadingThis photo for this issue’s Caption Contest. This photo was taking during the 2000 100% Club event in Jamaica and was submitted by DFC Consultants. 100% Club was a Partner and ﬁeld sales incentive retreat that jetted those who made their numbers to memorable locales. If you were to caption this photo, what would you say? Email your caption to Jenny at Jenny@thepartnerchannel.com. Submissions will be judged on creativity, relevance, and sense of humor. The prize for this contest is two (2) tickets to your local cinema.

FALL 2014 | THEPARTNERCHANNEL.COM

Thanks for playing last issue’s contest! Our winner is Brenner Klenzman of WilloWare Inc.: “There’s nothing funny about MSCRM?! Seriously?”

Summer 2014 Photo Caption

CONTEST RESULTS

Convergence.

It’s where you connect.

Convergence is more than just a conference; it's a place to connect. Meet with your customers, get to know the experts, and share in the experience!

Don’t wait until Convergence! Connect with us today on the new Convergence Facebook page! Convergence 2014 Europe

Convergence 2015

Barcelona, Spain 4–6 November 2014

Atlanta, Georgia March 16–19, 2015

Register Regi Re g st gi ster e or er or save s ve the sa the date dat ate e at: at: at www.microsoft.com/convergence www. ww w mi w. micr cros cr osof os oft. of t.co t. com/ co m/co m/ conv co nvverge nver ergenc genc nce e

THEPARTNERCHANNEL.COM | FALL 2014

LEADERSHIP

SA LE S

M A R K ETI NG

story by TRACY FALEIDE

n the time it takes you to read this article, you could change the course of countless lives. Right now as you read, there are hundreds – no, thousands – of online opinion polls waiting just beyond a click. And if the Internet seems too much trouble, just your thumbs will do. On any night of the week, you can text a string of numbers to select the best new juggler, dancer, singer, or chef. You sometimes get lost in the blog-o-sphere, foisting your informed (or uninformed) political, economic, and social opinions on the world. And when you take a time-out to go to the oﬃce, you’re being asked to rate your daily happiness (or crabbiness, or vindictiveness) at work. You are very powerful. You are also very dangerous. You don’t mean to be. But you are. What would our world be like if all decisions were based solely on anonymous opinion polls? Think about it. Maybe only a few, precious square miles of our planet would be spared from the threat of warfare brought on by hotheads and too much wine. Generations who would have beneﬁtted from the good works of young politicians

FALL 2014 | THEPARTNERCHANNEL.COM

who misspoke or wore the wrong suits might go unserved. Gamechanging innovations challenging the popular, the status quo might never get funded or released. If there’s too much reliance on anonymous feedback in your oﬃce, you might be missing the mark, the truth, the next big idea. Why? Because anonymous feedback is fueled primarily by our hearts and the heat of whatever we feel in the moments just prior to us pressing “Send”. When you gauge employees’ attitudes, be sure your sources and interpretations are balanced. Tune into multiple channels at various times and in several ways. Resist the urge to “go for the likes.” Otherwise, you might be holding onto popular but counterproductive elements of your company’s culture. Here are four simple ways to stay in tune with the real vibe in your company – and not one of them is anonymous.

If most of your announcements are made passively by email, you’ll miss seeing the unmasked reactions your team members can’t help but convey with their eyes. Stand up in front of them. Tell them in person. You’ll know without question how they feel when you look them in the eye.

WATCH THEIR EYES.

GO STRAIGHT UP THE MIDDLE.

I recall a time I was in a meeting that was going pretty well until someone in HR sucked all the air out of the room by showing a slide that portrayed a comprehensive position description and salary range review projected to take nearly a year. Ten months. Holy cow. I didn’t see faces because I was in the middle of the room, facing forward. But I certainly felt a loss of oxygen, a swift and irreversible shift in mood. I watched the CEO watch the audience. And I saw him react swiftly by saying some changes will be made in the interim. I imagine the view from his vantage point – eyes dropping down to notebooks, looking away, maybe even blinking back tears of frustration. A singular, unmistakable shift in spirit.

At best, you might get a 40 to 70 percent response from employee satisfaction surveys. Compared to something such as an email marketing campaign, this range is stellar. But don’t be lulled into thinking that’s good enough. Make a simple pie graph like this one where blue represents what you get from anonymous, often emotionbased feedback, and orange represents the vast unknown. That’s a big slice of orange.

FIND THE REAL WATER COOLERS. Where do people go when they don’t know where to go? To the desks of their conﬁdants, their co-conspirators, the ones who help them sort things out. The less people believe what you or other leaders say, the more they’ll seek solace in others. Are people grouping up in clusters of two or three after meetings? Do the people in these clusters stop talking and break up when you walk past or notice them? If so, something is up that you’re not yet getting.

THEPARTNERCHANNEL.COM | FALL 2014

The other thing about the blue is itâ&#x20AC;&#x2122;s often comprised of attitudes from your youngest, freshest, newest team members â&#x20AC;&#x201C; the ones who havenâ&#x20AC;&#x2122;t been around long enough to be jaded. Thatâ&#x20AC;&#x2122;s why you need to go straight to the middle by asking your middle managers, supervisors, and project managers to ďŹ ll in the rest of the story. Theyâ&#x20AC;&#x2122;re the ones who carry the water of strategies set by those at the top. They answer the questions, smooth out the edges, ďŹ ll in the gaps. Theyâ&#x20AC;&#x2122;re also the ones who might be less likely to respond to surveys because they feel like their feedback falls on deaf ears. Theyâ&#x20AC;&#x2122;re among the weariest. But you can simultaneously bolster their spirits and get a more accurate view of attitudes by sincerely asking them to tell you what youâ&#x20AC;&#x2122;re not hearing. They really want to make a diďŹ&#x20AC;erence. You can let them by asking them directly. Youâ&#x20AC;&#x2122;ll know more, and theyâ&#x20AC;&#x2122;ll feel more valued. Win, win. You know that your staďŹ&#x20AC; â&#x20AC;&#x201C; their managers â&#x20AC;&#x201C; arenâ&#x20AC;&#x2122;t invited to the party, right? Good. Youâ&#x20AC;&#x2122;re tracking with me.

ADD IT UP IN YOUR HEAD. Humans are hard-wired to judge every single event â&#x20AC;&#x201C; everything we hear, see, feel, taste, and smell. Itâ&#x20AC;&#x2122;s how we learned what terrain was safe, which animals might eat us, and which we could eat. Weâ&#x20AC;&#x2122;ve learned over the eons to categorize the millions of judgments we make into more general impressions, so we donâ&#x20AC;&#x2122;t exhaust ourselves worrying about countless potential threats. We inherently learn to â&#x20AC;&#x153;get the gistâ&#x20AC;? of situations. Weâ&#x20AC;&#x2122;re willing to put up with quite a lot of bad if things are mostly good. But our memories are long. Somewhere in the back of everybodyâ&#x20AC;&#x2122;s mind is a scoreboard. When we start to feel like more decisions, messages, processes are tipping out of our favor, our â&#x20AC;&#x153;gist metersâ&#x20AC;? start to slide from good to bad, from hopeful to pessimistic. Once our meters get too far in the red, it takes a long time to move them back into the black. (Remember, weâ&#x20AC;&#x2122;re programmed to be skeptical.)

Donâ&#x20AC;&#x2122;t leave the gist meters in your company to chance. Pay attention to all the signals theyâ&#x20AC;&#x2122;re getting from all sources. View each new policy email from their eyes. Just one new policy might seem innocuous, but if it comes on the heels of several other events perceived to take away freedom or impose additional layers of bureaucracy, itâ&#x20AC;&#x2122;s adding to the dreaded downhill slide of attitudes and optimism. Essentially, I just told you to stop, look, listen, and ask. Things that you already know how to do, require no whiz-bang technologies, and give you much more objective, actionable data than youâ&#x20AC;&#x2122;ll ever get from just the â&#x20AC;&#x153;click-truth.â&#x20AC;?

#& ,, ' ' 1 (&)%# ' (* (+,#'! 1 , ', !* ,#('

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

We can help!

Over 25 years of successful integrations

(800) 822-0973 50

FALL 2014 | THEPARTNERCHANNEL.COM

%% ,( 0 ,( + how you can have a robust time keeping system that seamlessly integrates to your accounting and payroll systems.

www.SierraWS.com

CONTEST

Fall 2014

SALES

Note: This is not the hidden logo!

MARK MA RKET RK ETIN ET ING IN G

LEAD LE ADER AD ERSH ER SHIP SH IP

Adam Martin of Software Solutions Group found the hidden logo in Peter Joeckel’s “Failure to Scale” article on page 18 of the Summer 2014 magazine.

iLuRe tO ScALe

Let’s give it another try. The submission rules for this quarter’s contest are the same – log on to www.thepartnerchannel.com/magazine under “Find the Logo Contest” to let us know where you think the logo is located. A winner will be drawn at random and will receive a cool gift that’s sure to point you in the right direction every day!

SUMMER 2014 | THEPARTNERCHANNEL.COM

SUMMER 2014 Location

Here’s a list of places where our logo usually appears, thus making them null and void when it comes to this contest: WINTER 2012

www.thepartnerchannel.com

contents 7INTER s 4HE 0ARTNER #HANNEL ® Magazine

IN EVERY ISSUE

FEATURES

Contributors

How Trustworthy Are You?

Surely on Santa’s Nice List

SETTING THE

Direction

FOR THE NEW YEAR

TPC Caption Contest and Results

On the Homefront

DEPARTMENTS

Sounds Like a Relationship

Leadership

12 News

Celebrating the Good in the Community

Events Planning Winter Through Spring 2012

Word-A-Ganza

Convergence Tip of the Week Festival

Electronic Signature 101

40 50

My Team is in the Van. Where Do We Go Now?

You Can’t Go With the Flow if You’re Stuck in a Box

Mark Albrecht, Microsoft

Sales

TPC Interview

ISV Proﬁle Panatrack, Inc.

CLOUD

Members Only Corner

COMPENSATION

5280 Solutions

PLAN THAT WORKS

The Entrepreneurs’ Corner

Logo Contest

A Greeting from TPC

Make 2012 The Year That You Keep Your Promises

TPC Photo Caption

CONTEST

When Customers Sell for You

A Compensation Plan That Works

VAR Proﬁle The Resource Group

Marketing

Marketing Stickiness

The List Updated and Ready for You Each Quarter

Out With the In With the

OLD NEW

Front cover

What could Jesse Byam possibily be thinking about?

Simply email your caption to Jenny at Jenny@thepartnerchannel.com. Submissions

will be judged on creativity, relevance, and sense of humor. The prize for this contest

Out With the Old, In With the New

The Product Experts

Follow the Yellow Brick Road

Advertiser Index

is two (2) tickets to your local cinema.

Keep it clean folks, because in addition to printing this edition’s winning captions, we’ll also print all the other entries we receive.

A publication dedicated to building a community for Partners THEPARTNERCHANNEL.COM | WINTER 2012

Table of contents

THEPARTNERCHANNEL.COM | WINTER 2012

Photo caption page

The end of each article

Any graphics that have the TPC logo as a main element (note: the hidden logo may be located within that graphic, but it’s not going to be plain-as-day!)

THEPARTNERCHANNEL.COM | FALL 2014

k c a B y

e h t g n nteri

now e

Framed Great Plains global shirt, pins, and disks that were sent out to Users for each release, mouse pad and picture of development team.

LOCATION: Hallway of Evolution1 - a WEX Company YEAR ENCAPSULATED: 1997 INTERESTING FACTS: » These shirts were given to the development team members. » This was the release of Great Plains 4.0. » Great Plains went global in 1997. FOND MEMORIES RECALLED: Matt Gustafson, “Each release included life-changing features, so it was a lot of fun to be part of that.” Lee Spiesman, “We had the freedom to try new things. If it worked, great. If not, oh well.” Curt Hibl, “It was a lot of work, but people wanted to be there working with each other. We were all very enthused about what we did.”

FALL 2014 | THEPARTNERCHANNEL.COM

ories m e M S ackM B y a #W

e n i h ac

The marketing team at Great Plains celebrating Working Naked Day with a picture. Working Naked Day is an actual “holiday” celebrated on February 1 of each year and is meant to celebrate the act of working from home and the freedom that results from this situation…not going to work naked.

PEOPLE PICTURED (FROM LEFT TO RIGHT): Cheryl Strege, Sherri Bellefeuille, Mark Olson (Mojo), Jeannette (Stoker) Larson F.A.Q. ABOUT THE PICTURE: Q. Are you actually naked? A. (from Cheryl Strege) No. We just pulled our shirts down over our shoulders and Mojo took his shirt oﬀ. Otherwise we are completely clothed. Q. Was this a yearly occurrence? A. (from Cheryl Strege) No. I’m afraid it didn’t catch on.

FOND MEMORIES RECALLED: Cheryl Strege, “It was so fun to be part of that atmosphere where people worked really hard but also had a great time while doing it. We all knew the company trusted us and wanted us to have fun while encouraging lots of creativity…Working Naked Day included!”

Great Plains Software team in parking lot after winning the PC Magazine Editor’s Choice in September 1989.

INTERESTING FACT: Great Plains Software began in 1981, and this was the ﬁrst year it won this award since the software was originally based on Mac. HOLDING THE SIGN: Bob Broad on the far left, Roger Demers on the far right, and Jane Olson in the middle right above the letter C in “Choice”. FOND MEMORIES RECALLED: Michelle Aune, “Great Plains was my ﬁrst “career” job and I was immediately surprised by, and impressed with, the culture. I think this

hen we requested pictures from the “good ol’ days” from our Partner community earlier this year, you responded! So sit back, read on, and take a trip down memory lane. Please feel free to keep the conversations going by using #WayBackMSMemories! A special shout-out and thank you to Matt Gustafson, Char Gust, Lee Spiesman, Curt Hibl, Cheryl Strege, Michelle Aune, and Jane Olson for their time, great effort in memory recall, and photography. Keeping memories alive is another thing that makes our community so great. Kudos!

contributed to the amazing customer and Partner service for which Great Plains was known.” Do you see anyone you know or see yourself? Use #WayBackMSMemories on social media to let us know!

Doug Burgum with the ﬁrst ever President’s Club photos.

LOCATION: Great Plains Software oﬃce in Fargo, ND YEAR TAKEN: 1992 INTERESTING FACTS: » Award winners accepted their award at Stampede, an annual Partner event held in Fargo. » Winners who won in 1992 were selling around $50,000 of software per year compared to the millions Partners sell per year today! Can you name these winners? Use #WayBackMSMemories on social media to let us know!

Time machine shelf in Rob Lloyd’s oﬃce with items such as a Great Plains Stampede to Fargo cup to various Microsoft Dynamics tchotchkes.

DESCRIPTION OF STAMPEDE: The annual event started around 1985 and included several activities including welcoming Partners as they arrived at the airport in Fargo, a lively Q&A session with Doug Burgum, great Expo time where relationships were formed and trust was built, an Awards Ceremony where everyone dressed to the hilt and celebrated each other’s accomplishments, and so much more. FOND MEMORIES RECALLED FROM STAMPEDE: Cheryl Strege, “One of my favorite Stampede memories took place only a couple of weeks after the 9/11 bombing. It was a somber crowd in attendance, of course. The stadium was dark and the audience was very quiet, just patiently waiting for the opening of the conference. In the dark, Kara Ellefson started singing

an a cappella arrangement of “America the Beautiful” while little pinpoints of light, like stars, slowly came on. You could have heard the proverbial pin drop when she finished, and I’m not sure there was a dry eye in the place. I still tear up today when I think about it.” Matt Gustafson, “Doug Burgum’s ‘open microphone’ Q&A sessions with Partners were always a highlight because you could not only get a direct read on what our Partners were thinking, but it was also an open forum where you were never sure if things might get uncomfortable, or hostile, or ‘love-fest-y’. I loved the spontaneity of it all.” Jane Olson, “It’s hard to come up with just one memory, but all of my memories include Partners and being able to see them again or meet them for the first. I organized the Expo for many years, and after fielding many questions leading up to Stampede, it was great to finally meet face-to-face. To this day I still value those relationships that were created back then!” Have more great memories and/ or pictures of Stampede in Fargo? Use #WayBackMSMemories on social media to let us know! THEPARTNERCHANNEL.COM | FALL 2014

CORNER MEMBERS ONLY

INTERVIEW

Joesoftware is a group of highly-specialized professionals who make software that works for people wherever they are. Joe’s team has created an impressive collection of products, enhancements, add-ons, and custom applications to work with Microsoft Dynamics GP and Microsoft Dynamics CRM. The company is on a mission to consistently exceed client expectations through integrated tools that help offices run efficiently and get people important information quickly. Building strong relationships with Partners and clients, keeping the process simple and flexible, and investing in the best talent in the field are Joe’s keys to success. How do you spend your free time during the fall months? I enjoy coaching and refereeing hockey. I am also an active road bike cyclist and spend some time in Palm Springs riding as well as golfing.

In what ways do you use social networking tools to promote your company? We use Twitter and LinkedIn the most, and we started blogging weekly on our website. Our team of 15 employees meets on a regular basis to brainstorm and build content, which works great for maintaining an intimate culture within our company.

What is the best business advice you have been given?

Gord Wengreniuk, Vice President

Surround yourself with a great team, and then empower them to excel. By strategically selecting projects that truly inspire them, they are excited every day, do their best work, and often go above and beyond. The results are always astounding, and this leads to strong retention, great references, and projects that provide high value to our Partners and customers. In our earlier years, it was sometimes hard to choose not to engage with projects that did not ﬁt with our core competencies or had stakeholders that had diﬀerent business cultures than ours. After enough war wounds, we embraced the importance of only selecting work we can truly succeed at.

What upcoming events are you attending to deepen your sales, marketing, and leadership skills?

“Surround yourself with a great team, and then empower them to excel.”

I plan to attend eXtremeCRM 2014 in Las Vegas, Microsoft Dynamics GP User Group Summit in St. Louis, and WennSoft Synergy in San Diego. At this time we aren’t an exhibitor; however, we are looking at changing this in the future and sharing information on Marshal, our occupational health and safety snap-in product for Microsoft Dynamics CRM.

What is the most beneficial aspect of The Partner Channel’s membership program for your company and why? Utilizing The List within The Partner Channel Magazine. We find great value in The List, and I personally enjoy reading the magazine because it’s well-written and includes tips that provide a different perspective.

Members Only Tips and Tricks Conference Call Every two months, The Partner Channel hosts a conference call for its members. Each 30-minute call has a speciﬁc focus to help continue the success of your business. Calls take place the third Tuesday of every other month at 11:00 a.m. CT. The call-in number, topic, and presenter information are sent via email prior to the call. Contact Jasmine McNellis (see below) if you want to attend the call.

Thank You for Your Membership! Thank you to the many Microsoft Dynamics Partners who have joined The Partner Channel’s Community. For information on The Partner Channel Membership Program, please contact Jasmine McNellis at 701-526-3531 or Jasmine@thepartnerchannel.com.

FALL 2014 | THEPARTNERCHANNEL.COM

! Congratulations

The following Microsoft Dynamics Partners are celebrating their membership anniversary with The Partner Channel this quarter:

2004

2006

OCTOBER » AIM Technologies » InterDyn LANAC Technology » Open Door Technology Inc.

SEPTEMBER » Martin and Associates

2005

OCTOBER » RockySoft

2007

SEPTEMBER » Socius 1, LLC NOVEMBER » Corporate Renaissance Group

NOVEMBER » Balance Point Technologies, Inc. » Sierra Workforce Solutions

2013 NOVEMBER » CAL Business Solutions

Help your clients achieve big productivity gains

Advanced Allocations Be a hero in your client’s eyes! Advanced Allocations from Admiral dramatically reduces time spent on allocations, letting t Win against Sage and other solutions when advanced allocation functionality is required.

Microsoft Dynamics™ Out of the box integration

t Move PFW clients to GP without compromises. – trusted as the standard by partners and customers. t With current maintenance, Admiral provides installation, training and support. Trust Admiral to deliver solutions that will delight your clients.

1.866.794.1275 info@admiral-west.com

www.admiral-west.com/advancedallocations THEPARTNERCHANNEL.COM | FALL 2014

GETTING OFF TO A

GREAT START To help your new employees navigate the world of Microsoft Dynamics, The Partner Channel has created the Microsoft Dynamics Newbie Survival Kit.

FALL 2014 | THEPARTNERCHANNEL.COM

ALL KITS INCLUDE s 4HE LATEST AND GREATEST ISSUE OF The Partner Channel Magazine, with markers pointing out important news and updates in the channel. s The Microsoft Resources EZ Reference Guide, with a master list of acronyms, a schedule and description of events in the channel, and a list of common community hashtags. s The Partner Channel Fact Sheet, with easy steps for staying connected in the community.

Initial feedback of the kits indicates that they’re meeting newbies’ needs: “It’s helped me make sense of alphabet soup.” “I’ve been playing connect the dots for too long.” GET YOUR KIT Have a new member on YOUR team? Send Bethany Foyt a note at Bethany@thepartnerchannel.com and she will get a kit out to you pronto!

Take the pain out of expenses for your clients – and add recurring revenue for your business. As a Concur Advisor, you can alleviate your clients’ inefficient, outdated methods of expense reporting and invoice processing by bringing them an award-winning mobile solution that connects with Microsoft Dynamics and other popular accounting software.

Become a Concur Advisor today:

concur.com/advisor THEPARTNERCHANNEL.COM | FALL 2014

ADVERTISER INDEX Acumen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58

Liaison Software Corporation. . . . . . . . . . . . . . . . . . . . .43

Admiral Consulting Group . . . . . . . . . . . . . . . . . . . . . . .55

MetaViewer from MetaďŹ le . . . . . . . . . . . . . . . . . . . . . . . . . 4

Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Microsoft Convergence . . . . . . . . . . . . . . . . . . . . . . . . . .47

Appolis / WilloWare . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Beck Consulting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Nodus Technologies, Inc.. . . . . . . . . . . . . . . . . . . . . . . . .25

Business Computers (Time Matrix) . . . . . . . . . . . . . . . .13

Sierra Workforce Solutions . . . . . . . . . . . . . . . . . . . . . . .50

Concur. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

Solver, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Belly Band

Corporate Renaissance Group . . . . . . . . . . . . . . . . . . . . . 6

Sypnio Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

Data Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83

Trans-Micro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Dynamic Communities . . . . . . . . . . . . . . . . . . . . . . . . . .39

TurnOnDynamics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Jet Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . . . . . .84

Kamp-Data, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Average salespeople and management can hide in good times. But when the going gets tough in a difďŹ cult economy, mold takes hold.

Acumen Management Group Ltd. â&#x20AC;&#x153;operationalizesâ&#x20AC;? sales management systems and processes that pull revenue out of the doldrums into the fresh zone. During the past 12 years, our consulting, advisory, Signs your sales organization has lost its freshness: and platform services have illuminated, motivated, Â&#x2C6; Sales leader doesnâ&#x20AC;&#x2122;t take revenue to the next level. and rejuvenated the sales efforts for partners Â&#x2C6; Uncommitted salespeople demonstrate lack of throughout North America. creativity, and low energy and activity levels. Move up and move ahead! Build predictable Â&#x2C6; Finger-pointing, excuse-making, and excuserevenue in boom and bust times. tolerance prevail.

$FXPHQ

Management Group, Ltd.

9LVLW ZZZ DFXPHQPDQDJHPHQW FRP Â&#x2021; HPDLO NHQ WKRUHVRQ#DFXPHQPJPW FRP Â&#x2021; &DOO

)LQG .HQ 7KRUHVRQÂśV EORJ ZZZ <RXU6DOHV0DQDJHPHQW*XUX FRP Â&#x2021; )ROORZ KLP RQ 7ZLWWHU ZZZ 7ZLWWHU FRP .HQ7KRUHVRQ 58

FALL 2014 | THEPARTNERCHANNEL.COM

Search for Microsoft Dynamics add-ons and services ‘on the go’ with

The List MOBILE Add it to your home screen from www.thelistmobile.com or simply scan the QR code.

Find The List in booth 1 1418 at Summit 2014!

Table of Contents Industry...................Page 60 Horizontal................Page 67 Services...................Page 80

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

Industry Commodity Trades

INDUSTRY

Agriculture Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Livestock Accelerator Producer Management and Livestock Movement/Quality Tracking accelerator for Dynamics CRM.

Scalable Data Systems http://www.scalable.com.au/products/ commodity-trading-module â&#x20AC;˘ 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management â&#x20AC;&#x201C; Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.

Apparel/Footwear Junction Solutions http://www.junctionsolutions.com/ solutions/ms-dynamics-ax-for-retail/ overview/ â&#x20AC;˘ 303-327-8800 Junction Solutions for MultiChannel Retail Junction Solutions provides solutions & services designed specifically to help multichannel retailers innovate, manage & grow their business. RedTail Solutions http://www.redtailsolutions.com â&#x20AC;˘ 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. Sunrise Technologies http://www.sunriseconsult.com â&#x20AC;˘ 336-722-6741 Apparel & Footwear Template Extends the native apparel and footwear functionality in Microsoft Dynamics AX. Order Matrix, Season Codes, Color/ Size/Configuration Scales, Customer Ship-To/Mark-For Addresses, Master Production Orders.

Automotive AIM Computer Solutions, Inc. http://www.aimcom.com/ â&#x20AC;˘ 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 http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. Radley Corporation http://www.radley.com â&#x20AC;˘ 248-559-6858 ext.114 Radley iCARas - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution. Prod. Schedule Release Acct, Label Compliance, ASN Generation, Certified Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.

Chemicals BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more. Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

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

CuroGens, Inc. http://www.curogens.com â&#x20AC;˘ 317-815-8120 Vehicle Management System for Microsoft DynamicsÂŽ AX 2012 VMS provides a comprehensive solution for automotive manufacturing companies that works from order placement over VIN/HIN assignment in production to sales/service and managing dealer networks. KEY:

Axapta

Great Plains

Navision

FALL 2014 | THEPARTNERCHANNEL.COM

Solomon

Flintfox International Limited Scalable Data Systems http://www.scalable.com.au/products/ commodity-trading-module â&#x20AC;˘ 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management â&#x20AC;&#x201C; Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.

Condominium Developers

CORE Real Estate Software http://www.corerealestatesoftware.com 416-644-1456 CORE Real Estate Software From marketing and sales to dĂŠcor and warranty tracking, manage all aspects of condominium development within the Microsoft Dynamics platform.

Construction WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Signature Manage installation process. Bid, estimate & track project costs.

Consumer Packaged Goods Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Customer Relationship Management

Retail Management System

http://www.flintfox.com â&#x20AC;˘ 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease. HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and affordable. TrueCommerce EDI is a Microsoft Gold Certified Partner and certified for Microsoft Dynamics GP.

Point of Sale

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 CPG Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Item & Customer Profitability â&#x20AC;˘ Multiple Scenario Analysis â&#x20AC;˘ Variance Reporting â&#x20AC;˘ Top-down/Bottom-up planning by skew, cust, category etc.

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

Cross Industry Solution

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, process, route, securely archive and access information directly from Dynamics GP screens. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX manages product, customer, vendor, employees, and COA master data and their fields across multiple companies for better shared services. Gain from our experience!

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise Purchasing & Expense/ Azure Cloud/On Premise Requisition, PO Mgmt., AP Invoice Automation, Travel/Expense Reporting. AssureSign LLC http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

KEY:

Axapta

Great Plains

JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.

WilloWare, Inc. http://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!

Liaison Software Corp D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

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

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution. EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes.

Education http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

PaperSave http://www.PaperSave.com â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a Certified for Microsoft Dynamics Document Management, Electronic Workflow & Invoice Automation solution that eliminates inherent risks and inefficiencies associated with paper.

Scalable Data Systems http://www.scalable.com.au â&#x20AC;˘ 425-931-9972 Enterprise Asset Management Maintain operations and ensure crucial assets are not offline. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.

Equipment Rental and Leasing

HSO http://www.hso-equipment.com â&#x20AC;˘ 847-348-0588 HSO Equipment Rental/Leasing Total Rental Lifecycle: Quotes w/ Guided Selling. Rent by the hour,day,week,month. Ability to lease w/ buy-out or sell. Rental Items are Inventory & Fixed assets within AX.

AssureSign LLC Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

http://www.getpg.net â&#x20AC;˘ 804-762-4200 NEW: Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

Solomon

Equipment Dealers

Finance/Banking

Isis, Inc.

Navision

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.

Customer Relationship Management

Retail Management System

http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. Isis, Inc. http://www.getpg.net â&#x20AC;˘ 804-762-4200 NEW: Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2014

INDUSTRY

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 NEW: Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

JAT Computer Consulting, Inc. http://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.

INDUSTRY

Metafile Information Systems, Inc.

T3 Information Systems http://www.t3infosystems.com â&#x20AC;˘ 202-419-5105 PECast PECast is a Private Equity Management software built on the Microsoft Dynamics CRM platform. Captures all data elements, processes and relationships required by private equity firms.

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

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

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors. Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience! ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Food & Beverage Process Mfg solution tightly integrated with Traceability, Catch Weight, Formula, Food Safety & Regulatory Compliance. Visit www.AxoLOGIX.com for Real-time WMS & www.AxoQCS.com for automating Food Safety such as GFSI BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more. KEY:

Axapta

Great Plains

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specific functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture. Increase revenue, profit margins and asset utilization. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS. HighJump TrueCommerce EDI Solutions http://www.highjump.com/ truecommerce â&#x20AC;˘ 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and affordable. TrueCommerce EDI is a Microsoft Gold Certified Partner and certified for Microsoft Dynamics GP.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Navision

FALL 2014 | THEPARTNERCHANNEL.COM

Solomon

Unanet Technologies http://www.unanet.com â&#x20AC;˘ 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Healthcare

Food and Beverage Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics.

Government Contracting

RedTail Solutions http://www.redtailsolutions.com â&#x20AC;˘ 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP. Scalable Data Systems http://www.scalable.com.au/products/ commodity-trading-module â&#x20AC;˘ 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management â&#x20AC;&#x201C; Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing. Computer Information Enterprises http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care.

InterDyn BMI http://www.erp4health.com â&#x20AC;˘ 866-264-3249 NEW: ERP4HealthÂŽ Financial Management Software powered by Microsoft Dynamics.

Isis, Inc.

Government Isis, Inc. http://www.getpg.net â&#x20AC;˘ 804-762-4200 NEW: Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses. Thomson Reuters, Tax and Accounting - Government http://tax.thomsonreuters.com/ aumentum â&#x20AC;˘ 866-471-2900 Thomson Reuters Aumentum Thomson Reuters Aumentum provides government revenue mgmt. solutions.

Customer Relationship Management

Retail Management System

http://www.getpg.net â&#x20AC;˘ 804-762-4200 NEW: Praetorian Guard PG will allow your healthcare organization to meet the stringent HIPAA auditing needs across your entire organization. You can also help to eliminate risk of malpractice litigation by recording your user's actions. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Point of Sale

Industrial Equipment

http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.

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

Junction Solutions http://www.junctionsolutions.com/solutions/ life-sciences/overview/ â&#x20AC;˘ 303-327-8800 Junction Solutions for Life Sciences From emerging biotechnology firms to global biopharmaceuticals and medical device companies, Junction Solutions provides solutions designed specifically to help life sciences companies innovate and grow.

Maintenance Management eRPortal Software Group LLC

HSO http://www.hso-equipment.com â&#x20AC;˘ 847-348-0588 HSO Equipment for Rental/Service/Parts Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the hour,day,week,month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX.

http://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.

Vertical Solutions, Inc. http://www.vertsol.com â&#x20AC;˘ 513-891-7997 VServiceManagement Enterprise field service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.

Manufacturing

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

AssureSign LLC

High Tech and Electronics

Home Furnishings Sunrise Technologies http://www.sunriseconsult.com â&#x20AC;˘ 336-722-6741 Microsoft Dynamics AX for Home Furnishings Sunrise provides expertise in managing the complex home furnishings supply chain: container assembly and tracking, product families and sets, item master flexibility, product configuration, and mobile order entry.

KEY:

Axapta

Great Plains

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

Insurance

http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. Corporate Renaissance Group http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360Â° multi-rater feedback, unlimited web surveys and reporting.

Life Sciences Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

Navision

Solomon

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience! Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Customer Relationship Management

Retail Management System

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Manufacturing Experts in Discrete & Process integrated to WMS. Visit www.AxoLOGIX.com for Real-time WMS and www.AxoQCS.com for quality, safety & compliance. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. Offers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

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

Point of Sale THEPARTNERCHANNEL.COM | FALL 2014

INDUSTRY

Paramount Technologies

INDUSTRY

eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 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. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. HighJump TrueCommerce EDI Solutions http://www.highjump.com/ truecommerce â&#x20AC;˘ 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and affordable. TrueCommerce EDI is a Microsoft Gold Certified Partner and certified for Microsoft Dynamics GP. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Radley Corporation http://www.radley.com/MSDynamicsAX/ 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking. RF-SMART http://ax.rfsmart.com â&#x20AC;˘ 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Scalable Data Systems http://www.scalable.com.au/products/ advanced-production-scheduling-module 425-931-9972 Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers. Scalable Data Systems http://www.scalable.com.au/ products/commodity-procurementfor-manufacturing â&#x20AC;˘ 425-931-9972 Procurement for Manufacturing Procurement of raw materials for manufacturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management â&#x20AC;&#x201C; Position, ForEx, Futures Hedging, Track Costs and Accruals.

KEY:

Axapta

Great Plains

Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Sunrise Technologies http://www.sunriseconsult.com â&#x20AC;˘ 336-722-6741 Microsoft Dynamics AX for Manufacturing Deep expertise in supply chain implementations. Get a tier 1, omni-channel, global solution for the lowest cost on the market, backed by Sunrise Global Support. Vertical Solutions, Inc. http://www.vertsol.com â&#x20AC;˘ 513-891-7997 VServiceManagement Enterprise field service management: Asset Mgmt., Service Projects, SLAs, Contracts/Warranty Mgmt., Dispatch & HTML5 BYOD mobility with store & forward functionality. On premise or private/public cloud.

Navision

FALL 2014 | THEPARTNERCHANNEL.COM

Solomon

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

WilloWare, Inc. http://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.

Media and Entertainment Eclipse Computing, Inc http://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.

KORE Software http://www.KOREsoftware.com â&#x20AC;˘ 480-240-5662 KORE ProSportsâ&#x201E;˘ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media trafficking.

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

Unanet Technologies http://www.unanet.com â&#x20AC;˘ 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

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

HSO http://www.hso-equipment.com 847-348-0588 HSO Equipment for Rental/Service/Parts Total Service/Rental Lifecycle: Quotes w/ Guided Selling. Rent/Service by the hour,day,week,month. Ability to lease w/ buy-out or sell. Service/Rental Items are Inventory & Fixed Assets within AX. Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Remote Inventory Accelerator Web-based self-service application for tracking customer inventory stored at your site.

KORE Software http://www.KOREsoftware.com â&#x20AC;˘ 480-240-5662 KORE MediaPitchâ&#x201E;˘ KORE MediaPitchâ&#x201E;˘ is the media industryâ&#x20AC;&#x2122;s leading platform for transforming a generic CRM into a media sales powerhouse.

WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Evolution Manage resources, track assets, automate field ticketing, improve cash flow.

Non-Profit Organizations

Pharmaceuticals

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close. Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.

Customer Relationship Management

Retail Management System

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

Point of Sale

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Solution for Pharmaceutical-AxoPHARM Computer System Validation (CSV), GxP, 21 CFR Part 11 Compliance. Manage compliance & validation along with your Dynamics implementation by utilizing our toolkits for FDA & Health Canada compliance. www.AxoPHARM.com Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 NEW: Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.

Rockton Software http://www.rocktonconnect.com â&#x20AC;˘ 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM specifically for professional service organizations.

Templeton Solutions http://www.templetonsolutions.com 561-798-9988 CRM for Professionalsâ&#x201E;˘ and Practice Management for Professionalsâ&#x201E;˘ CRM solutions that provide the ability to track and leverage client interactions and maximize revenue opportunities. Additional features include: Time & Billing, Analytics, Document Mgmt and Project Mgmt.

Unanet Technologies http://www.unanet.com â&#x20AC;˘ 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Horizons International

Publishing

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Eclipse Computing, Inc http://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.

Retail

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory identified by groups of attributes. Define items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience!

Professional Services JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

KEY:

Axapta

Great Plains

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

Navision

Solomon

Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234 AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device.

HSO http://www.hso-retail.com â&#x20AC;˘ 847-348-0588 HSO Omni Channel/Catalog/3PL Integrated Omni-Channel with streamlined Order Management, Cart Picking, Integrated Promotions with webstore, RFM Scoring, Cross Sell, LTV, Key codes, List Management, Kitting. Junction Solutions http://www.junctionsolutions.com/ solutions/ms-dynamics-ax-for-retail/ overview/ â&#x20AC;˘ 303-327-8800 Junction Solutions for MultiChannel Retail Junction Solutions provides solutions & services designed specifically to help multichannel retailers innovate, manage & grow their business. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Customer Relationship Management

Retail Management System

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

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 Retail Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Integrated Store/Merch Planning â&#x20AC;˘ Ticket/item/employee detail â&#x20AC;˘ Corporate & Store level P&Ls â&#x20AC;˘ Inventory analytics/optimization â&#x20AC;˘ Product life-cycle management

Software

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 NEW: Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. Corporate Services http://www.corpservice.com â&#x20AC;˘ 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent financial information to accurately run your business D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2014

INDUSTRY

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

INDUSTRY

Software Manufacturers Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily. Rockton Software http://www.rocktonconnect.com â&#x20AC;˘ 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM specifically for software companies.

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

Warehouse Management Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 WMS Customizable Bar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping. Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Product for Warehouse Management- AxoLOGIX AxSource has built tightly integrated solutions to extend AX functionality to the warehouse for Multiple Units of Measure (UOM), Catch Weight, Traceability, Real-Time Data Management, EDI. Visit www.AxoLOGIX.com.

Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234 AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device. eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 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.

KEY:

Axapta

Great Plains

Navision

FALL 2014 | THEPARTNERCHANNEL.COM

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features. Tasklet Factory http://www.taskletfactory.com â&#x20AC;˘ +45 96 354 500 Mobile WMS for Dynamics AX Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offline mode that integrate out-ofthe-box with Dynamics AX. Tasklet Factory http://www.taskletfactory.com â&#x20AC;˘ +45 96 354 500 Mobile WMS for Dynamics NAV Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/offline mode that integrate out-ofthe-box with Dynamics NAV. WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLinkexport/import to CSV files.

Wholesale Trade: Durable Goods Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Operations Core Help your backoffice work more effectively with your warehouse.

Solomon

Customer Relationship Management

Retail Management System

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workflow for your packing station and seamless integration for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers. Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Flintfox International Limited http://www.flintfox.com â&#x20AC;˘ 844-876-4276 TPM for Dynamics Suite Flintfox solutions provide a single, integrated platform to manage all trade promotion activity, from client relationships to the financial execution; streamlining information and managing complex pricing with ease. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP. Scalable Data Systems http://www.scalable.com.au/products/ landed-cost-module â&#x20AC;˘ 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Wholesale Trade: Non-durable Goods

Scalable Data Systems http://www.scalable.com.au/products/ landed-cost-module â&#x20AC;˘ 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

Point of Sale

Horizontal Asset Maintenance/MRO/ EAM

Accounting

Barcode Data Collection

eRPortal Software Group LLC Rockton Software http://www.rocktonconnect.com â&#x20AC;˘ 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM.

Analytics Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies Our specialties can align with all your industry-specific and evolving business needs. With minimum customizations, we tailor Dynamics AX to effectively reduce costs and improve efficiency. Gain from our experience! Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce Central(r) Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.

Application Lifecycle Management

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

WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Signature Manage asset maintenance, distribution and scheduling for profitable utilization.

Automation Brite Global, Inc. http://www.briteglobal.com/exchangesync 310-494-9699 ext. 4 NEW: Microsoft Dynamics CRM to Exchange Sync Synchronize and automate CRM lists and contacts with Microsoft Exchange. mcÂ˛ http://www.mc2software.com â&#x20AC;˘ 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

Backup & Recovery Isis, Inc.

Adxstudio Inc. http://www.adxstudio.com â&#x20AC;˘ 800-508-7811 Adxstudio ALM Toolkit Application lifecycle management for Dynamics CRM solutions and data.

KEY:

Axapta

Great Plains

http://www.getpg.net â&#x20AC;˘ 804-762-4200 NEW: Praetorian Guard PG will backup your PCs and Servers across your entire organization.

Banking

Solomon

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets. Radley Corporation http://www.radley.com/MSDynamicsAX/ 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking. RF-SMART http://ax.rfsmart.com â&#x20AC;˘ 904-399-8500 RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Budgeting

Navision

Customer Relationship Management

Retail Management System

T3 Information Systems http://www.fullcirclebudget.com 202-419-5100 Full Circle Budget Simple and flexible 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 http://www.totaldynamicssolutions.com 877-855-8860 Budgeting & Planning ToolKit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Financial & Sales Planning â&#x20AC;˘ Procurement Planning â&#x20AC;˘ Trade Management â&#x20AC;˘ Secure input, consolidation, an Versioning; top-down/bottom-up

Business Intelligence

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades. Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making. D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2014

HORIZONTAL

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Replace Forecaster with a more intuitive and robust budgeting tool which can be up and running in 2 hours! Give your staff real-time drill down reporting on GP transactions and eliminate Excel-based budgeting chaos.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 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 fields in GP.

HORIZONTAL

Halo Business Intelligence http://www.halobi.com â&#x20AC;˘ 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile. SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB Intelligence An enhanced customer portal & an allinclusive subscription model in Office 365 & on Azure that leverages inherent features of Dynamics ERP powered by BI360, including role-based dashboards, reporting & forecasting. Sunrise Technologies http://www.sunriseconsult.com â&#x20AC;˘ 336-722-6741 Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take action, empowering users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.

http://www.totaldynamicssolutions.com 877-855-8860 Business Intelligence Plus Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Dynamic Cubes (GL/Profit/&More) â&#x20AC;˘ Web-based Reporting â&#x20AC;˘ Dashboards â&#x20AC;˘ Admin Tools: Security/Scenarios/ Hierarchy/ & More

Axapta

Great Plains

Compliance

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

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Direct and control the entire lifecycle of your documents and unstructured information, while protecting the information within them & keeping you within compliance mandates.

Business Process Management

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management & Business Process Automation for Dynamics GP Intelligently recognize content within documents to drive AP & workflow process automation. Speed decision making, eliminate manual tasks & instantly access document information directly from your Dynamics GP screen. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

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

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

Commissions

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

EthoTech, Inc. http://www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

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

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

Metafile Information Systems, Inc.

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

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

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% efficiency in managing and auditing processes. Gain from our experience! Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certified Auditors. Get the data your Auditors want - Fast! Isis, Inc. http://www.getpg.net â&#x20AC;˘ 804-762-4200 NEW: Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.

Check Printing

Total Dynamics Solutions, LLC

KEY:

ZAP http://www.zapbi.com â&#x20AC;˘ 415-889-5740 ZAP Business Intelligence ZAP provides 'Buy, Not Build' business intelligence for companies using Microsoft Dynamics AX, CRM and NAV. With 1000+ pre-packaged analytics, our BI deployments are rapid and deliver immediate business outcomes.

MHC Software, Inc.

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

Navision

FALL 2014 | THEPARTNERCHANNEL.COM

Solomon

Sikich http://www.Sikich.com â&#x20AC;˘ 630-566-8400 NAV Commission Management System Simplify commissions with commission management software for Dyn NAV.

Customer Relationship Management

Retail Management System

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Track data changes in Microsoft Dynamics GP, including at the SQL database level.

Point of Sale

Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox Over 25 customer-suggested tools for every user of Microsoft Dynamics GP. Inactivity Timeout, Security Manager, User Lockout & more.

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

Credit Card/Check Processing Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Multiple Credit Card Integrations, Approval, Reconciliation & Receipts.

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulfill PCI requirements. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available. Process CC in multiple countries. Handle complex transactions.

Customer Relationship Management Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs. eBridge Connections

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

http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.

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

Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts. Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 CRM Charge Our secure ePayment solution will simplify credit card and eCheck processing, reduce credit card fees & help fulfill PCI requirements for CRM online and on premise.

KEY:

Axapta

Great Plains

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB Sales An all-inclusive, OneView subscription model and an enhanced user portal experience in Office 365 and on Azure that leverages inherent features of Dynamics CRM and ERP, powered by leading 3rd party solutions.

Navision

Solomon

Visionary Software Consulting, Inc. http://crm-rules.com â&#x20AC;˘ 877-276-1942 CRM Rules for Microsoft Dynamics CRM 2011 & 2013 Easily customize complex, dynamic CRM forms. More powerful than PBL.

Data Integration

Admiral Consulting Group http://www.admiral-west.com/solutions_ activeconnect.html â&#x20AC;˘ 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notification, Inter/cross-company transactions, batch selection rules & 3rd party application integration.

Brite Global, Inc. http://www.briteglobal.com/exchangesync 310-494-9699 ext. 4 NEW: Microsoft Dynamics CRM to Exchange Sync Synchronize and automate CRM lists and contacts with Microsoft Exchange.

D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Customer Relationship Management

Retail Management System

Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics. D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

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

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. Beck Consulting http://www.BeckConsulting.com 800-455-1970 ext. 110 bcEDI bcEDI enables seamless data interchange between you and trading partners without translation software. Built specifically to make the EDI process in NAV easy to manage and cost efficient to deploy.

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

Point of Sale THEPARTNERCHANNEL.COM | FALL 2014

HORIZONTAL

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Credit Card Payments, powered by MercuryÂŽ Provides credit card processing for Sales Order Processing and Cash Receipts. Seamlessly integrated w/ Mercury Payment Systems with no 3rd party gateways. Support for pre-auth, sale/ capture, adjust, void, & return.

Data Management

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-specific functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture. Increase revenue, profit margins and asset utilization. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM Ability to associate sale order/assembly & purchase order/assembly and disassembly. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.

HORIZONTAL

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

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Operations Core Help your backoffice work more effectively with your warehouse. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workflow for your packing station and seamless integration for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP. HSO http://www.hso.com â&#x20AC;˘ 847-348-0588 HSO Business Apps for Distribution Built on the base of over 100+ Distribution clients, HSO has over 200 â&#x20AC;&#x153;Business Appsâ&#x20AC;? including â&#x20AC;&#x201C; Landed Cost Tracking, Container Management, Advanced commissions, HSO Connect BI/SharePoint/ CRM, Advanced Pricing etc.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP. Scalable Data Systems http://www.scalable.com.au/products/ landed-cost-module â&#x20AC;˘ 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing. WilloWare, Inc. http://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

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Advanced Document Management and Process Automation integrated for Dynamics GP Capture and intelligently recognize the content within documents to automatically process, route, securely archive and access information directly from your Dynamics GP screens and via Web browser.

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

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise AP Document Management/Azure Cloud/On Premise Azure Cloud Document Service for AP invoice no touch processing.

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

KEY:

Axapta

Great Plains

Navision

FALL 2014 | THEPARTNERCHANNEL.COM

Solomon

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

CuroGens, Inc. http://www.curogens.com â&#x20AC;˘ 317-815-8120 SharePoint Document Connector for Microsoft DynamicsÂŽ AX 2012 SharePoint Document Connector for Microsoft DynamicsÂŽ AX 2012 is a customized solution that enables companies to merge the best features of Microsoft SharePoint seamlessly with Microsoft DynamicsÂŽ AX 2012. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

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

Esker Inc http://www.esker.com â&#x20AC;˘ 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform. Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services cut out the hassle of printing documents, paystubs, and make benefit sign-up easy with our employee portal. All in one place and paperless. Let Us Handle That.

Customer Relationship Management

Retail Management System

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

Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workflow & Report imaging.

Point of Sale

E-commerce

ChargeLogic http://www.chargelogic.com â&#x20AC;˘ 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 eStore Solution Stack Go beyond shopping cart integration with our automated web store for handing web orders and fulfilling them through Dynamics GP.

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB eCommerce SMB OneView subscription provides an enhanced user portal and an all-inclusive subscription model in Office 365 and on Azure that leverages inherent features of Dynamics ERP and CRM, powered by k-eCommerce.

EDI AIM Computer Solutions, Inc.

Computer Pundits Corporation

eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Certified cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

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

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

KEY:

Axapta

Great Plains

Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx â&#x20AC;˘ 804-762-4200 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank. Radley Corporation http://www.radley.com 248-559-6858 ext. 114 Radley iCARas - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution. Prod. Schedule Release Acct, Label Compliance, ASN Generation, Certified Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.

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

Malibu Commerce http://www.malibucommerce.com 213-891-0630 NEW: M-Connect M-Connect bridges the gap between your customized NAV environment and your Magento web shop(s). Extending NAV and Magento, M-Connect is the ideal solution to synchronize both systems utilizing NAV's business logic.

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

http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.

Navision

Solomon

RedTail Solutions http://www.redtailsolutions.com â&#x20AC;˘ 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. Scalable Data Systems http://www.scalable.com.au/products/ electronic-document-interchange 425-931-9972 EDI Streamline communications between customers/vendors. Key Features: Auto transfer between parties, Orders, Invoices, ASNâ&#x20AC;&#x2122;s & Multi location.

Electronic Document Delivery (Email)/Faxing ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser.

Customer Relationship Management

Retail Management System

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal). m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 Active Documents for Sales and Purchasing Email singular or bulk remittances, statements, SOP & POP docs directly from Dynamics GP. Also enables REPRINTING of remittances. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Any report, any time, any where, on any device.

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

Expense Solutions Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Credit Card Expense Manager Credit card statement import, categorybased GL distributions, AP vouchers generation. Employee Web Portal & Email options for self-service expense category assignment. Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Mobile, Travel Requests, CC Integration, w/ Policy Mgmt., & Receipts.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2014

HORIZONTAL

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

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

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

Field Service Management Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 NEW: Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline employee expense reimbursement with Dynamics.

HORIZONTAL

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution.

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

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic Expense Management ReQlogicâ&#x20AC;&#x2122;s Expense Management module enables employees to enter expense reports using a browser or phone interface, or Import expense transactions from a bank or credit card account. Real time integration.

KEY:

Axapta

Great Plains

FieldBoss http://www.fieldboss.com 416-256-4995 ext. 221 FieldBoss - Field Service. Simplified. Automates workflow for field service companies. Increase efficiency and reduce operating costs while improving the level of customer service.

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

Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 NEW: Infinia Integrator GL for AA Copy-Paste-Import journal entries with AA codes from Excel to Dynamics.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

HR Management

General Ledger

Admiral Consulting Group http://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 http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicurrency transactions to be included in GL Quick Journals.

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables.

WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Signature Innovative field service solutions streamline operations from sales to the field to accounting.

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

Financial Services ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.

Navision

FALL 2014 | THEPARTNERCHANNEL.COM

Fixed Assets

Solomon

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).

Corporate Renaissance Group http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360Â° multi-rater feedback, unlimited web surveys and reporting. Genbil Software http://www.genbil.com â&#x20AC;˘ 503-914-6304 GenbilHR Easily manage all HR processes in CRM; Recruitment, Learning, Personnel

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services cut out the hassle of printing documents, paystubs, and make benefit sign-up easy with our employee portal. All in one place and paperless. Let Us Handle That. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budgeting and managing FTEâ&#x20AC;&#x2122;s, and more! JAT Computer Consulting, Inc. http://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. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics.

Customer Relationship Management

Retail Management System

Point of Sale

Paychex http://mystaffingpro.com â&#x20AC;˘ 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

Inventory Management

Inter-company Processing Corporate Renaissance Group http://www.crgroup.com/combiner 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail. mcÂ˛ http://www.mc2software.com â&#x20AC;˘ 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany transactions or Binary Stream MEM from Excel to GP.

Inventory Enhancement Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM Ability to associate sale order/assembly & purchase order/assembly and disassembly. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Quality Count Provides the most robust and complete physical inventory functionality. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Axapta

Great Plains

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory identified by groups of attributes. Define items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Kit Quantity Editor Allows Kit quantities to be edited during Order Entry without having to delete and re-enter the line item. Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and efficiency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups. eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 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. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Navision

Solomon

Invoicing Enhancement

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 NEW: Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage - Online Bill Pay Improve cash flow, automate A/R with the latest in online bill payment technology that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Job Costing Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_ar_collections.aspx â&#x20AC;˘ 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Credit Card Extension Secure, PCI Certified ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.

JOVACO Solutions Inc. http://www.jovaco.com 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities. Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning â&#x20AC;˘ 425-931-9972 Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors. Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning â&#x20AC;˘ 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total hours or start/end times. Sierra Workforce Solutions

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real-time fund recognition.

Customer Relationship Management

Retail Management System

Point of Sale THEPARTNERCHANNEL.COM | FALL 2014

HORIZONTAL

m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 Inter-company Processing for Dynamics GP View and select stock, auto generate purchase/sales orders, auto match invoice when goods received, drop ship in partner company. Save time, reduce lost sales and input errors by eliminating manual processes.

KEY:

WilloWare, Inc. http://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 ExcelLink- export/import to CSV files.

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 NEW: SMB Specialty Trades An enhanced user portal and an allinclusive, OneView subscription model in Office 365 and on Azure that leverages inherent features of Dynamics ERP. Includes field service and job costing, powered by Wennsoft. WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Signature Manage costs by closely tracking all components of a project - labor, materials, equipment, etc.

Manufacturing Enhancement eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 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.

HORIZONTAL

Mobility

ChargeLogic https://www.chargelogic.com/anywhere 877-292-2520 ChargeLogic Anywhere Mobile credit card processing that transfers orders & payments into NAV. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

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

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and all make-to-stock sub-assemblies below the parent. Import Items, MO's, Experlogix MO's

Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Marshal Keep Operational Health and Safety records up-to-date and audit ready from the field or the office using Marshal.

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and AP Automation for Dynamics GP Automate your entire AP process endto-end. Intelligently recognize content within documents to automatically process, route, securely archive & access info directly from your Dynamics GP screens & via Web browser.

Marketing Automation

CoreMotives, a Silverpop company http://www.coremotives.com â&#x20AC;˘ 770-916-6485 CoreMotives Marketing Suite Marketing power for 1,600+ companies using Microsoft Dynamics CRM: Email marketing, Lead scoring, Web tracking, Event management, Web forms, Surveys, and Nurture marketing â&#x20AC;&#x201C; all native within your CRM.

KEY:

Axapta

Great Plains

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

Navision

FALL 2014 | THEPARTNERCHANNEL.COM

Concur https://www.concur.com â&#x20AC;˘ 425-590-5020 NEW: Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to effectively automate, real-time management of invoice to payment processing.

Occupational Health & Safety

Payables Enhancement WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise AP Invoice Automation/ Azure Cloud/On Premise Document Management w/Intercompany, 1099, New Vendor Management.

Solomon

Esker Inc http://www.esker.com â&#x20AC;˘ 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform. ICAN Software Corporation http://www.icansoftware.com 253-777-0708 ext. 112 Mass Apply Payables Mass Apply Payables automates the process of applying payments and credit memos against AP vouchers. It also is an integration tool for importing vendors, vouchers/credit memos, manual payments, and the apply info.

Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx â&#x20AC;˘ 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx â&#x20AC;˘ 804-762-4200 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank. Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Customer Relationship Management

Retail Management System

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL FastAP Brings distribution window and payment terms directly to the 1st screen. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases efficiency of the purchasing process. Web based, user friendly with adaptable workflows. Modules: â&#x20AC;˘ Requisitions â&#x20AC;˘ Goods receipt â&#x20AC;˘ Invoicing â&#x20AC;˘ Expenses â&#x20AC;˘ Approval app MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI. Paramount Technologies http://www.paramounttechnologies. com/Solution_InvoiceAutomation.aspx 800-725-4408 WorkPlace AP Invoice Automation Enforce spend management and approvals for PO and non-PO Invoices.

Point of Sale

Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.

Payroll Enhancement

JAT Computer Consulting, Inc. http://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. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 PayStub Viewer A web-based app that provides employees online access to their pay stubs. Employees can be notified through email when their pay stub is available online. Configuration tool allows control to information. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID. Liaison Software Corp

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Take control of your Payroll Tax Filing. Our software gives you the tools to track upcoming deadlines, see past filings, and schedule payments, all at your fingertips. Let Us Handle That. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2â&#x20AC;&#x2DC;s, managing complex payroll posting requirements/corrections, configuring overtime rules and more! Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx â&#x20AC;˘ 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx â&#x20AC;˘ 804-762-4200 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank. KEY:

Axapta

Great Plains

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

Pricing Flintfox International Limited

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

Sierra Workforce Solutions

Procurement Management

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Requisition Management Flexible, cost-effective, based on Alba360 Advance Workflow. Includes req requests, configurable multi-level/parallel approvals, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.

Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.

Portals

Adxstudio Inc. http://www.adxstudio.com â&#x20AC;˘ 800-508-7811 Adxstudio Portals Web portal application platform for Dynamics CRM Online, 2013 & 2011.

Navision

Solomon

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise Purchasing & Expense/ Azure Cloud/On Premise Complete Requisition to PO to Receiving & AP invoice & Expense Reporting DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to effectively integrate and streamline the procurement process with Dynamics GP and NAV.

Customer Relationship Management

Retail Management System

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy. m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases efficiency of the purchasing process. Web based, user friendly with adaptable workflows. Modules: â&#x20AC;˘ Requisitions â&#x20AC;˘ Goods receipt â&#x20AC;˘ Invoicing â&#x20AC;˘ Expenses â&#x20AC;˘ Approval app

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

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

Point of Sale THEPARTNERCHANNEL.COM | FALL 2014

HORIZONTAL

Aatrix Software, Inc. http://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.

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

Production Planning Scalable Data Systems http://www.scalable.com.au/products/ advanced-production-scheduling-module 425-931-9972 Advanced Production Scheduling Review and adjust Prod. Schedule from the Gantt Chart. Key Features: Dashboard View, Additional sort sequences, Reroute to alt. work centers. Scalable Data Systems http://www.scalable.com.au/products/ commodity-procurement-for-manufacturing 425-931-9972 Procurement for Manufacturing Procurement of raw materials for manufacturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management â&#x20AC;&#x201C; Position, ForEx, Futures Hedging, Track Costs and Accruals.

Productivity Isis, Inc.

HORIZONTAL

http://www.getpg.net â&#x20AC;˘ 804-762-4200 NEW: Praetorian Guard Audit your users and ensure they are productive in their work. Locate inefficiencies and take proactive steps to increase productivity.

JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities. Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning â&#x20AC;˘ 425-931-9972 Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors. Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning â&#x20AC;˘ 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total hours or start/end times.

Purchase Order Processing Enhancement Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Requisition Management Flexible, cost-effective, based on Alba360 Advance Workflow. Includes req requests, configurable multi-level/ parallel approvals, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.

Rockton Software http://www.rocktonsoftware.com 877-476-2586 SmartFill SmartFill ~ The Google-style data entry search tool.

Project Accounting Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing. Corporate Renaissance Group http://www.crgroup.com/PATools 613-232-4295 PA Tools for Project Accounting Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.

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

Axapta

Great Plains

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms. m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases efficiency of the purchasing process. Web based, user friendly with adaptable workflows. Modules: â&#x20AC;˘ Requisitions â&#x20AC;˘ Goods receipt â&#x20AC;˘ Invoicing â&#x20AC;˘ Expenses â&#x20AC;˘ Approval app

Quality Control

Receivables Enhancement Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specific apply or auto apply. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx â&#x20AC;˘ 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.

Paramount Technologies

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

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Enterprise Purchasing & Expense/ Azure Cloud/On Premise Complete Requisition to PO to Receiving & AP invoice & Expense Reporting Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.

Navision

FALL 2014 | THEPARTNERCHANNEL.COM

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline purchase requisition processing with Dynamics.

Solomon

http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance. Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well. WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

Customer Relationship Management

Retail Management System

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage - Online Bill Pay Improve cash flow, automate A/R with the latest in online bill payment technology that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles. Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.

Point of Sale

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

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

Reconciliation

m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 Bank Management for Dynamics GP Fully integrated Bank Reconciliation for GP, Import Bank Statements & reconcile direct to GL. This also aids SEPA compliance for those trading in Europe. m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP. m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 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.

Reporting

Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match. By using three information sources - the payment file, open invoices and the customer register - the system matches all incoming payments.

Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumbersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with Balancer.

Corporate Renaissance Group http://www.trendminer-xrm.com 613-232-4295 Trend Miner Ground breaking historical trend analysis & B.I. visualization for Dynamics CRM. Go beyond a snapshot of data to reveal eye-opening trends for better planning & decision making.

Axapta

Great Plains

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics Report Manager Any report, any time, any where, on any device.

Royalty Eclipse Computing, Inc http://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.

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

Navision

EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

Sales Order Processing Enhancement Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workflow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

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

KEY:

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

Solomon

Customer Relationship Management

Retail Management System

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Configure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup. Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application. Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

Point of Sale THEPARTNERCHANNEL.COM | FALL 2014

HORIZONTAL

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

AIM Technologies http://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.

Isis, Inc. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal). Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

HORIZONTAL

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Omni Price Your magical slice-and-dice-your-price device. Mention this ad for a 10% discount.

Security

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Security Manager Arbela Security Manager allows you to focus on your business and not your technology needs. On average, our customers have gained 90% efficiency in managing and auditing processes. Gain from our experience! Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Config AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution offers Single Sign on functionality. Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.

KEY:

Axapta

Great Plains

http://www.getpg.net â&#x20AC;˘ 804-762-4200 NEW: Praetorian Guard PG will allow your business to better secure your users & network. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Track data changes in Microsoft Dynamics GP, including at the SQL database level.

Arkieva http://www.arkieva.com â&#x20AC;˘ 302-738-9215 (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organizationâ&#x20AC;&#x2122;s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.

Shipping/Manifesting

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

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

Supply Chain Management

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

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

Navision

FALL 2014 | THEPARTNERCHANNEL.COM

Solomon

Customer Relationship Management

Retail Management System

Junction Solutions http://www.junctionsolutions.com/ solutions/junction-fb-powered-byms-dynamics-ax/ â&#x20AC;˘ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A â&#x20AC;&#x153;Field to Forkâ&#x20AC;? solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP. Scalable Data Systems http://www.scalable.com.au/products/ landed-cost-module â&#x20AC;˘ 425-931-9972 Landed Cost Manage Multiple Vendors/PO's as a shipment to improve efficiency/visibility. Key features: Accruals, Auto Cost Allocation, in transit costing.

System Enhancement AIM Technologies http://www.aim-technologies.com 888-234-0428 DataSpy Provides information on tables updated and modified during the processing of transactions to speed customization and report development. Works with third-party modules.

DynamicsDownloads http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here! Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx â&#x20AC;˘ 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.

Point of Sale

Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_ar_collections.aspx â&#x20AC;˘ 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_cash_basis.aspx â&#x20AC;˘ 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis. Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx â&#x20AC;˘ 804-762-4200 Expanded Master Information Easily add more user fields for Vendors, Customers, Employees, Inventory, & Projects. Isis, Inc.

Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

http://www.getpg.net â&#x20AC;˘ 804-762-4200 NEW: Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

System and Network Management Isis, Inc. http://www.getpg.net â&#x20AC;˘ 804-762-4200 NEW: Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.

Tax

m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 VAT Management for Dynamics GP Accurately track VAT, deal effectively with partial, fixed and variable VAT recovery. Reclaim tax that is rightfully yours, save time, increase financial control and compliance. Suitable for trading in Europe.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-asyou-go pricing.

Time and Attendance

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes. Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning â&#x20AC;˘ 425-931-9972 Shift & Roster Management Design and implement rosters to meet complex requirements of 24/7 operations. Key Features: Roster Positions, Shift Calendar, Sub Contractors.

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

Workflow / Notifications

Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning â&#x20AC;˘ 425-931-9972 Timesheet - Labor Costing Management Allow real time visibility of costs to current projects. Key Features: Payroll Integration, Workflow Approvals, Total hours or start/end times.

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Workflow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workflow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept offer

Sierra Workforce Solutions

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

Trade Promotion Management

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.

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

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale THEPARTNERCHANNEL.COM | FALL 2014

HORIZONTAL

Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.

MHC Software, Inc.

Esker Inc http://www.esker.com â&#x20AC;˘ 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform. Integrity Data http://www.u-linc.com â&#x20AC;˘ 217-732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data Workflow and notifications anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is flexible and easy to use, improving organizational performance.

Metafile Information Systems, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

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

Services .NET Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system. Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis .NET Development Isis provides cost effective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

SERVICES

Application Service Provider/Hosting

Business Portal Development

MG Technology Group http://www.mgtechgroup.com/about-us/ partner-program/ â&#x20AC;˘ 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 11+ years experience, you own the customer relationship, 100% US support.

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

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

KEY:

Axapta

Great Plains

Navision

FALL 2014 | THEPARTNERCHANNEL.COM

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label â&#x20AC;&#x153;Dynamics Cloud Business in a Boxâ&#x201E;˘â&#x20AC;? Cloud & Hosting Services for Dynamics Partners Donâ&#x20AC;&#x2122;t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Programâ&#x20AC;&#x201D;YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

RoseASP http://www.roseasp.com â&#x20AC;˘ 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/ Private/Hybrid Cloud Solutions. Comprehensive pricing model for SPLA or Subscription Licensing with financially backed uptime guarantee. SSAE-16 audited data centers/SOX compliance.

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

Closing Sales

InsideView http://www.insideview.com/microsoft 415-728-9363 InsideView CRM Intelligence Real-time company and contact information inside CRM that helps you engage more effectively with customers and prospects.

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

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

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

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

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

KEY:

Axapta

Great Plains

Custom Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Custom Development Services Fixed prices & over 10 years of experience in custom development work. Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Custom Development Isis provides cost effective outsourced custom development (C#, VB.NET, ASP. NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Custom Development We are a certified .Net and Dexterity development group with over 15 years experience. Provide us with your requirements for a free estimate. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

Navision

Solomon

Sierra Workforce Solutions D&B (Dun & Bradstreet) http://www.dnb.com/crmug â&#x20AC;˘ 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 225M+ companies and 100M+ professional contacts, and includes real-time feeds from LinkedIn, Twitter, and others.

Demand Generation

Dexterity Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workflow system. DexPros http://www.dexpros.com â&#x20AC;˘ 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/ SQL/.NET/VB developers. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

HR & Payroll Implementation & Consulting Integrity Data http://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 offer a variety of customization and training services.

Customer Relationship Management

Retail Management System

Implementation Services Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs.

Brite Global, Inc. http://www.briteglobal.com 310-494-9699 ext. 4 NEW: Dynamics xRM Implementation Specializing in the implementation of comprehensive Microsoft Dynamics CRM solutions and services to meet your specific business needs.

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades. Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 NEW: Isis Consulting 15+ years of experience in implementing Dynamics Solutions. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

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

Point of Sale THEPARTNERCHANNEL.COM | FALL 2014

SERVICES

RoseASP http://www.mygpcloud.com â&#x20AC;˘ 888-794-9401 MyGPcloud myGPcloud is the first on demand webbased Microsoft Dynamics GP application offered on a monthly subscription, with no setup fees. Start your prospects on myGPcloud with a free 30 day trial in less than 5 mins.

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB Suite Challenging the status quo by delivering an enhanced customer portal and all-inclusive, OneView subscription model built in Office 365 and on Azure. Leverages inherent features of Dynamics ERP and CRM.

Market Research

OnDemand Trials

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

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

Partner Support Service DFC Consultants, Ltd http://www.DFCconsultants.com 800-277-5561 Expert WennSoft Support Get expert WennSoft support for your customers from an Executive Partner.

Tornado Marketing, Inc. http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Member Organizations Dynamic Communities

SharePoint Development Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certified ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specific needs. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Social Media

http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.

The Partner Marketing Group

Sales Tax Management Service

http://www.thepartnermarketinggroup.com 732-237-8795 Butterfly Publisher Join Dynamics partners on Butterfly, a publishing & lead capture platform that makes your social, blog & newsletter marketing more effective!

Software Development Consulting Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Consulting Isis provides cost effective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right! CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

CuroGens, Inc. http://www.curogens.com â&#x20AC;˘ 317-815-8120 Dynamics AX Upgrade Assessor for Microsoft DynamicsÂŽ AX In just minutes, Dynamics AX Upgrade Assessor for Microsoft DynamicsÂŽ AX will estimate costs for your company to upgrade to the most recent version of Microsoft DynamicsÂŽ AX, including the latest cumulative update.

InterDyn BMI http://www.interdynbmi.com â&#x20AC;˘ 866-264-3249 NEW: InterDyn BMI Microsoft Gold Certified provider of services and upgrades since 1985.

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

SERVICES

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

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-asyou-go pricing.

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

Upgrades

KEY:

Axapta

Great Plains

Navision

FALL 2014 | THEPARTNERCHANNEL.COM

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

When it comes to

PROCESS Manufacturing

We offer process manufacturing solutions for clients who carry out batch manufacturing based on processes or formulas — allowing them to track ingredients, configure schedules and manage material requirements quickly and easily. We’ve been working in process manufacturing for more than 30 years, and are now acknowledged leaders. Everything we offer is 100% developed and supported in the U.S., and continually improved based on experience and client feedback. • We integrate with Microsoft Dynamics GP, SL, and NAV.

we need to be in the mix. Food Beverage Paint

• Clients can streamline and scale their operations, improve productivity and increase profits.

Chemical

With our help, you can close deals that wold otherwise be out of reach. And once the project starts, we’ll be there to support you with friendly, personalized support, around the clock.

Brewing Distillery

If you have a sales opportunity in process manufacturing, we need to talk.

Baking

Visit vicinitymanufacturing.com or call (770) 421-2467 and let’s start working to get that client on board.

Flavors Pharmaceutical Nutraceutical Personal Care Cosmetics