winter 2015
The Partner Channel
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contents Winter 2015 • The Partner Channel ® Magazine
departments Leadership
18
The Partner Connections Event 2014
32
In Every Issue
How ISVs Can Build Business Partnerships for Growth
Contributors
Sales
Top Presenters from #TPCE14
30
22
11
Making the Connection
Rethinking Business Videos
12 News
Kicking off the New Year
13
Events Places to Go, People to See
44
Members Only Corner Integrity Data
58
Advertiser Index Find the Solutions You Need: Part 1
21
Word-A-Ganza
ISV Profile
I Present to You…Presenting
On the Homefront
14
Reflections and Reviews
Do More of That!
9
features
Acom Solutions
45
36
Happy Holidays from The Partner Channel
48
Creating Killer Demonstrations
46
TPC Caption Contest and Results
Marketing
26
56
How to Spend Less Time on Social Media and Get Better Results
Logo Contest
40
Feeding the Content Machine
52
Need-to-Know Changes to Social Media
59
The List Find the Solutions You Need: Part 2
A publication dedicated to building a community for Partners thepartnerchannel.com | Winter 2015
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notes
from The Partner Channel Email: Jenny@thepartnerchannel.com Twitter: partnerchannel Facebook: ThePartnerChannel LinkedIn: company/the-partner-channel
The Partner Channel Magazine Winter 2015 ®
Publisher TPC Publishing Editor-in-Chief Jenny Davis Copy Editor Kate Mund
The Best of The Partner Connections Event 2014
Writers Bethany Foyt Jasmine McNellis Jenny Davis
W
Contributing Writers Anya Ciecierski Barbara Pfeiffer Chris Elmore Diana Kreklow Gail Mercer-MacKay Jill Young Murray Fife Natalie McAllister Jackson Peter Matejcek
e co-hosted The Partner Connections Event this past October with Dynamic Partner Connections. It was our 10th fall event, (a special prize will go to whomever remembers the caveat with the event sequence!), and it’s always great to see familiar faces in the hallway. A few years back, we dedicated our winter issue to “The Best of The Partner Event”, bringing the highest-ranked sessions to paper. That issue received a lot of terrific feedback, with people sharing that it was both a nice refresher and a way to bring that real-time content out of a vacuum and into a longer-lasting medium. What you’ll read here are the highest-ranked sessions in the Sales, Marketing, and Leadership tracks. There were other sessions that were full of fantastic nuggets of information, but this isn’t “Vogue”, and we had to draw the line somewhere. In this holiday season, it feels even more special to thank our advertisers, participants in The List, contributors, and my team: Thank you for your continued commitment to the magazine! Finally, thank YOU for opening these pages each quarter. Providing you valuable information is our goal, and I’d love to hear if something you’ve read here has helped you in your work or personal life. Warmest regards from a chilly place,
Art Director Shawn Olson Contributing Artists Dave Swang John Holland Matt Mastrud Seth Rexilius Shawn Olson 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.
Manufacturing
copyright. All rights are reserved. Any use of the content for commercial reasons or any we need to other form of reproduction of material herein be in the mix. is strictly prohibited without prior written Food approval of The Partner Channel, Inc.
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.
Beverage
Most articles are submitted by independent Paint Chemical industry professionals; therefore their views Brewing and opinions may not be those of the Distillery publishers. Inasmuch, TPC Publishing cannot Baking be held responsible for any or all comments or Flavors information held within those articles. Pharmaceutical
• We integrate with Microsoft Dynamics GP, SL, and NAV.
• Clients can streamline and scale their operations, improve productivity and increase profits.
With our help, you can close deals that would otherwise be out of reach. And once the project starts, we’ll be there to support you with friendly, personalized support, around the clock. If you have a sales opportunity in process manufacturing, we need to talk.
WINTER 2015
“Tell me and I forget. Teach me and I remember. Involve me and I learn.” – Benjamin Franklin
PROCESS
This is a copyrighted publication ©2014, and
Whenallitarticles comes toare covered by this herein
This label only applies to the text stock.
Visit vicinitymanufacturing.com or call (770) 421-2467 and let’s start working to get that client on board.
The Best of
THE PARTNER CONNECTIONS EVENT 2014
Do More of
THAT Creating Killer DEMOS
On the Cover Originally the word “trophy”, derived from the Greek word tropaion, referred to body parts of fallen warriors and property captured during battle. These war trophies commemorated military victories. Civilization evolved to laurel wreaths, oils, money, and finally trophies as we know them now, in various sizes, metals, and shapes. I’d say this is a great step forward for winners everywhere, wouldn’t you? Source: Wikipedia Cover illustration by John Holland for The Partner Channel ®.
Feeding the
Nutraceutical
Winter 2015
This publication is printed in the U.S.A. by Personal Care Forum Communications Printing. Cosmetics
www.thepartnerchannel.com
The Partner Channel
The Partner Channel®, Inc. is an independent company and is not affiliated with Microsoft Dynamics® or any of its affiliates or subsidiaries.
Jenny
CONTENT MACHINE thepartnerchannel.com | winter 2015
7
contributors gail mercer-mackay anya ciecierski Anya has worked in sales and marketing in the Microsoft Dynamics channel since 1999 and is currently the director of marketing at CAL Business Solutions, a Connecticut-based Microsoft Dynamics GP Partner. Anya’s goal is to develop simple yet effective marketing campaigns that generate the most leads for the lowest cost and then patiently nurture those leads into sales. Anya is also passionate about sharing and learning from other channel Partners. She leads the BBC Marketing Group, a group of non-competing marketing professionals nationwide and is the co-founder of www.erpsoftwareblog.com and www.crmsoftwareblog.com, successful group blog sites for Microsoft Dynamics Partners. These sites encourage collaboration between more than 150 Microsoft Dynamics Partners across the world and educate more than 55,000 readers each month. Read Anya’s marketing tips for Microsoft Dynamics Partners at www.cwmktg.com/blog.
barbara pfeiffer When it comes to innovative marketing for technology companies and their channels, 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.
Chris Elmore
Through real-world experience, Chris has gained an invaluable perspective on automation that has enabled him to develop unique ways to communicate the need for vision and planning when automating the accounts payable process. His books, “The 8 Pitfalls of Accounts Payable Automation for Dynamics Users” (April 2011), and “The Argument to Automate – How Innovation Can INSPIRE – Not Fire” (April 2012) are the culmination of his rich experiences. Since 2000, Chris has helped more than 500 companies transition from a paper-based process to an automated process and has worked in a variety of roles, including: Help desk support, training, project management, consulting, product design, QA testing, sales, and strategic management.
Diana Kreklow Enthusiastic and insightful, Diana cut her business teeth in sales and sales management at some of the world’s best organizations including Microsoft, IBM, Attachmate, and Computer Associates. Her responsibilities included the development and management of partnership strategies, business and solutions development, marketing innovation, and performance reporting. She enjoys working collaboratively with virtual teams, managing complex multi-Partner engagements, and developing Partner and channel programs that deliver results.
With more than 25 years’ experience, Gail works as a leader in the Microsoft ecosystem helping Partners create compelling marketing communications stories. A board member at IAMCP International, she has helped establish IAMCP Women in Technology (WIT) as a global success, connecting women across the Microsoft community to align for the purpose of helping women enter, remain, and prosper in the tech industry. Prior to founding her company Mercer-MacKay, Gail worked at several Microsoft Partner organizations where she honed her “inner entrepreneur” to uncover new service and revenue opportunities for the companies she has served. Gail learned that fostering a culture where entrepreneurs are encouraged can reap huge dividends for organizations.
jill young Growing up in an entrepreneurial family, Jill learned from an early age the advantages of having a clear vision and of doing what you say you’ll do. She witnessed and participated in the struggles and successes of the family business, and those experiences influenced who she is as a business leader today. Jill has held leadership positions in the human resources, for profit education, and professional training industries. Before becoming an EOS implementer full time, Jill was president of a forward thinking, business solutions-based CPA firm where her role was to advise and guide the business owners her company served using the EOS tools.
murray fife Murray is a Microsoft Dynamics AX MVP, author of “Extending Microsoft Dynamics AX 2012 Cookbook”, and solution architect at I.B.I.S. Inc. He has nearly 20 years of experience in the software industry. Like most people in the industry, Murray has paid his dues as a developer, an implementation consultant, and a trainer. He now spends most of his days working with companies solving their problems with the Microsoft suite of products, and he specializes in Microsoft Dynamics AX solutions.
natalie mcallister Jackson A writer at heart, Natalie McAllister Jackson happily spends her days immersed in the finer nuances of content strategy and social media. She currently steers marketing efforts for Myappsanywhere, a nationwide wholesale provider of cloud-based Microsoft Dynamics CRM and ERP, where she has launched many successful co-marketing campaigns with channel and ISV Partners. Although her first love is fiction, Natalie is well-versed in crafting memorable stories across a broad spectrum of platforms. In her current position with Myappsanywhere, she has initiated a focus on online marketing efforts – including blogging, social media engagement, SEO strategy, and newsletter development – that has seen a 50 percent increase in followers and engagement.
peter matejcek Peter is a high energy and passionate digital media expert who is currently managing director of HuStream. com and founder of INhousevideo.com. His goal has always been to help businesses succeed with the most powerful medium in the world: video. For the past six years while at the helm for HuStream, Peter has been at the heart of the development of an innovative interactive video technology and guided production of award-winning videos. Peter has worked with many organizations ranging from the smallest of start-ups to some of the world’s largest brands, including Microsoft, Intel, Lenovo, IBM, and Sage. INhousevideo.com is an official member of the Microsoft Service Bureau and is currently helping many Microsoft Dynamics Partners succeed with video. thepartnerchannel.com | winter 2015
9
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on the
homefront
Making the
connection story by Jenny davis
O
ne of my favorite things to do at an event is to have lunch with somebody I don’t know. It’s nothing against those of you whom I do know and love, but lunch is a great place to meet somebody new and learn about them on a personal level. This year at The Partner Connections Event, I dined with a Microsoft Dynamics SL Partner who has the great, GREAT fortune to reside in Hawaii while she works on projects for customers on the mainland. I met her on Monday night when she approached to ask if she could offer up two pounds of her family’s Kona coffee as part of our prize drawing. (I resisted the urge to pocket the java.) The next day at lunch as she was looking through her conference guide, I asked if I could sit down. We visited about Hawaii, her work, the sessions she’d attended thus far, and the ones she hoped to catch that final afternoon. She was glad to have the opportunity to be part of training for Microsoft Dynamics SL Partners, as it had been a while. I was glad that she didn’t shy away from visiting with me since I know as much about implementing Microsoft Dynamics SL as I do about engine repair. About a month later I was at my youngest sister’s high school volleyball tournament in Minot, North Dakota. My children and I went down for breakfast and were met with a bustling room of my sis’s teammates’ parents and siblings. We had attended quite a few games by this time, and let’s be honest, a mother shepherding a bunch of little kids is fairly memorable, but you would have thought we just arrived from Mars.
I think there was only one dad who said hi (but he seems the type that also greets the coffee pot in the morning). Maybe they were afraid that I’d delegate the task of pouring orange juice for everybody? It struck me as odd that I could visit with a woman who lived on a tropical island, developing software and growing coffee beans, but I was an outsider when it came to the room filled with parents and kids from the same town, rooting for the same team. Maya Angelou said it best: “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” I want to offer up this challenge: Don’t save your networking for the professional events. Turn to the person next to you at the basketball game, kids’ program, church pew, train station, break room, cafeteria, airport, and doctor’s office, and say hi. Engage them in conversation. Ask about their family, how they’re feeling, what they do for a living, what their interests are. You know, life stuff.
Turn to the person next to you at the basketball game, kids’ program, church pew, train station, break room, cafeteria, airport, and doctor’s office, and say hi.
We spend so much time engaging people in our work lives that maybe we’re burned out when it comes to the interactions that actually carry more value and can make a bigger impact. There’s so little to lose, and so much to gain. Let’s make the connection where it really counts.
thepartnerchannel.com | winter 2015
11
news MioDatos, a marketing automation platform developed by Computer Market Research, has a new referral management feature called MyReferralIndex. MyReferralIndex is modeled after the Net Promoter Score, a customer loyalty metric that measures the willingness of customers to recommend a company’s products or services to others. The Net Promoter Score was introduced by Fred Reichheld, Bain & Company, and Satimetrix in 2003. To learn more, visit www. computermarketresearch.com. Concerto Cloud Services, which has provided enterprises with highly scalable computing power for their applications since launching its virtual private cloud four years ago, officially announced its “premium” cloud infrastructure as a service (IaaS) offering. Reflecting millions of dollars of investment, Concerto combines 24/7 management and support, 99.99 percent guaranteed uptime, state-of-the-art facilities, best-of-breed technologies, and more in a premium solution that is fully developed and customized for each customer organization. FieldConnect has launched FieldGateway, the latest in its suite of mobile workforce solutions integrating with Microsoft Dynamics. FieldGateway provides management of a field service organization with a single, modular portal for full web-enabled dispatching, planning, and scheduling, as well as instant access to status for any and all jobs, and accurate tracking of field technician performance. FieldGateway also includes a robust built-in reporting module that tracks revenue generation per technician in a simple web-based interface. Learn more at www. fieldconnect.com.
Partners are invited to attend the Microsoft Dynamics Academic Alliance (DynAA) Preconference 2015 Atlanta. This is a free event where educators and Microsoft Dynamics Partners come together to enhance the knowledge of how Microsoft Dynamics is used in the classroom to prepare students for dynamic careers. This event is a fantastic opportunity to collaborate and network with the DynAA community. Visit www.eventbrite. com/e/microsoft-dynamics-academicalliance-preconference-2015-atlantatickets-13820303901 to register. For retailers today, delivering a cohesive shopping experience is critical, no matter what their size – and it can mean the difference between breaking through or just breaking even, particularly during the holiday shopping season. nChannel, a leading provider of multichannel management software that simplifies selling for retailers, released a guideline to help retailers navigate the multichannel landscape, along with a suite of cloud applications that makes it easier for sellers to manage product information and access better intelligence about business performance. Microsoft Dynamics AX 2012 R3 Multi-Carrier Parcel and LTL solutions for domestic and international shipments with UPS, FedEx, and DHL among many others are available to Microsoft Dynamics AX customers and Partners from NMB Solutions. The solutions are written using standard Microsoft Dynamics AX objects and are designed to allow easy integration to multi-carrier parcel and LTL third-party shipping software. NMB Solutions provides implementation and training as part of its turnkey solution for Microsoft Dynamics AX 2012 R3 and earlier versions.
ProLabs, a leading communications network product provider, has named Accu-Tech as its newest distributor in the United States. With ProLabs’ increased availability through this partnership, U.S. enterprise and data center customers will now have access to the ProLabs product line of high-quality, OEM-compatible optical transceivers and direct-attach cables offerings at significant cost savings, often up to 70 percent less than OEM-branded products. SingleHop, the leading provider of cloudenabled managed hosting and on-demand infrastructure, announced it has achieved a Gold Microsoft Partner competency, demonstrating a “best-in-class” ability and commitment to meet Microsoft customers’ evolving needs in today’s dynamic business environment. In doing so, SingleHop has distinguished itself within the top one percent of Microsoft’s Partner ecosystem. Learn more at www.marketwired.com/press-release/ singlehop-achieves-microsoft-gold-partnercompetency-1955805.htm. Visionary Software announces the newest version of the CRM Rules Developers Site License exclusively for Microsoft Partners. It allows users to configure dynamic forms in Microsoft Dynamics CRM without coding JavaScript and significantly cuts development time. With just one license, all consultants in the company worldwide can create unlimited demos, business rules, and solutions on unlimited clients. The newest Aggregation Rule Type allows users to sum, average, min, max, and count across fields. See http://crm-rules.com for more info.
Got news? Share it with us at www.thepartnerchannel.com/magazine under “News,” and we’ll print it in the Spring 2015 issue of the magazine. 12
fall 2014 | thepartnerchannel.com
events January
March
June
Microsoft Dynamics AX Fast TrAX Developer Track
Microsoft Dynamics Academic Alliance Preconference 2015 Atlanta
Microsoft Dynamics AX Fast TrAX Express
January 12-30
March 14-15
June 8-26
Fargo, ND
Atlanta, GA
Fargo, ND
https://training.partner.microsoft.com
www.eventbrite.com/e/microsoft-
https://training.partner.microsoft.com
Microsoft Dynamics AX Fast TrAX Express
dynamics-academic-alliancepreconference-2015-atlanta-
Microsoft Dynamics AX
tickets-13820303901
Financial or Supply Chain Individual
Fargo, ND
Convergence 2015 Atlanta
June 15-19
https://training.partner.microsoft.com
March 16-19
Fargo, ND
Atlanta, GA
https://training.partner.microsoft.com
January 19-30
Microsoft Dynamics AX Fast Functional+Industry
www.microsoft.com/dynamics/convergence
Courses
Microsoft Dynamics AX
January 19-February 6
Microsoft Dynamics AX
Fast TrAX Developer Track
Fargo, ND
Fast TrAX Functional Track
June 15-July 3
https://training.partner.microsoft.com
March 23-April 10
Fargo, ND
Fargo, ND
https://training.partner.microsoft.com
February US Microsoft Dynamics Industry Summit
https://training.partner.microsoft.com
Microsoft Dynamics AX Financial or Supply Chain Individual Courses
February 16-18
April
Rancho Palos Verdes, CA
Microsoft Dynamics AX Fast TrAX Functional Track
June 22-26
April 27-May 15
https://training.partner.microsoft.com
www.usdynamicsevents.com
Microsoft Dynamics AX Fast TrAX Express February 23-March 7 Fargo, ND https://training.partner.microsoft.com
Fargo, ND
Fargo, ND https://training.partner.microsoft.com
Microsoft Dynamics AX Fast Functional+Industry April 27-May 20 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. thepartnerchannel.com | winter 2015
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Reflections & Reviews
story by bethany foyt
winter 2015 | thepartnerchannel.com
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he Partner Connections Event 2014 took place in St. Louis this past October with more than 240 Partners, ISVs, Microsoft folks, and industry experts in attendance. This was the first event I attended as an employee of The Partner Channel, and the great feedback from attendees, stellar content from presenters, and terrific support from sponsors were gratifying to see in action. I had the opportunity to speak at the event a few years ago, and I couldn’t help but notice that the experience as a presenter is quite different than that of a facilitator. As such, I put on my “reporter hat” and asked attendees what they thought…
Reflections & Reviews
First-Timer: Michael Vincent » Sales and marketing manager at eBECS North America » New to the channel from the manufacturing world » Winner of the Sunrise Scramble 5k race
What did you think of The Partner Connections Event? I really didn’t know what to expect, but it exceeded my expectations. After the first day, I made a few friends so we could compare notes and see what each other learned and took away. There was a great mix of sessions that shared both high-level and tactical information.
Presenter and Attendee: Anya Ciecierski » Director of marketing at CAL Business Solutions » Presented “Overcoming Writer’s Block” (featured on page 40) » Mentioned #TPCE14 on social media 90 times
What do you like most about speaking at Partner events? I love getting so much feedback from the group and knowing that we are all in it together. Being a speaker really helps me connect with others in the community.
Sponsor, Presenter, Networker, and Social Media Maven: Jon Rivers » Partner channel manager at Data Masons Software » Has 10,000 LinkedIn connections and more than 3,000 Twitter followers » Mentioned #TPCE14 on social media more than 150 times
Wow, you really wear multiple hats at Partner events! What is the most important to you and why? That would have to be networking. Years ago, I learned that if you’re at an event as a sponsor, you can’t just go back to your room when the Expo is closed or an ISV session isn’t happening. You need to be everywhere to make sure you keep in people’s minds. So I head to breakfast as early as possible to get my networking kicked off. After that, I choose sessions that I feel will help me from a networking standpoint as well. I do throw in some sessions that I feel can help what I do every day as well as from a marketing/sales standpoint. Also, I have found being in the hallways when sessions end can also be very valuable to networking.
What did you like most about the event? Everyone is in the same boat, so the atmosphere of the event is very comfortable. Being fairly new to my role at eBECS, I felt like The Partner Connections Event was a safe environment to dive right into the channel. I wasn’t afraid to ask questions like “what does that acronym mean?” So, hearing the terminology straight from other Partners was an effective way for me to learn.
And how about that social media hat? What keeps you going at events like The Partner Connections Event? Social media has become another level of networking for me as it lets me share information with my followers who may or may not be attending the conference/event. One takeaway I will share here is this: Watch for new people showing up on social media, and then follow them. It’s a great way to continue to build your network.
thepartnerchannel.com | winter 2015
15
Reflections & Reviews
Other Points of View from Event Evals “It’s the one time of the year when I feel like I can be selfish and nurture my ‘work self ’!” – Kathleen Cavanaugh, Sierra Workforce Solutions “This was my first TPCE, and I would say that it was overall an outstanding experience. Face-to-face introductions and meetings, especially across the Dynamics Community (AX, NAV, GP) was a great use of my time. I learned a few key things that made it worth my time and company dollars to attend.” – Lindy Belley, Integrity Data “This is such a great conference. I feel that the content is both educational and energizing, and I love how this event facilitates networking. I look forward to this event, and I wish it could be longer!” – Natalie Jackson, Myappsanywhere
86 97 96 %
Look forward to networking with old and new friends
16
%
want to attend again in 2015
Polls, Polls % Polls, According to the poll on our website, a whopping 86 percent of Partners look forward
recommend the partner connections event to a colleague
winter 2015 | thepartnerchannel.com
the most to networking with old and new friends at The Partner Connections Event each year. According to the attendee evaluations, 97 percent of 2014 attendees want to attend again in 2015, and 96 percent would recommend The Partner Connections Event to a colleague.
Reflections & Reviews
Social Engagement
With almost 775 mentions on Twitter in just more than two days, #TPCE14 was a social event! It was great to see attendees share what they were learning while in St. Louis as well as see people who couldn’t attend get in on the conversation. Here’ a look at a few knowledgesharing and community-building posts from the week: Great workshops @partnerchannel #TPCE14! Thanks for attending @TheKreklowGroup’s sessions and we hope to see you soon – TheKreklowGroup RT @NatalieOnWire: @LindyBelley As promised, here is my social media image size resource: bit.ly/1o9cmW8 #TPCE14 Good share – Jon Rivers If you view an implementation as a transaction, it’ll likely go wrong. @DynamicsHal #TPCE14 – Briware_Rod Defend the cloud at all costs! 5 threats you haven’t considered panel #TPCE14 – RoseASP 20 Throwback Marketing Tips at #TPCE14. What old tip or refreshed tip are you walking away thinking about? @partnerchannel – PartnerMktGrp #TPCE14 Lively discussion about how partners are making integration a part of their competency. @ccognetta @danielcai and @scottsewell – InfuseMe Inbound marketing session: is SEO really that important? Or is more what type of bait you use when you go fishing?? #TPCE14 #imgoingfishing – misstaniakay #TPCE14 Another great session hosted by Jeff. SL Partner panel. – GmomK Thanks to everyone tweeting at #TPCE14, especially the prolific @jon_rivers. A wealth of info for those of us who couldn’t make it. #MSDYN – GraVoc
Closing Thoughts
After hearing the candid feedback from this year’s attendees, analyzing event evaluations, and monitoring social media during the event, it goes to show that learning and networking still bring a ton of value for people in the Microsoft Dynamics community, even after 10 years of offering this event.
It’s what you make of the event, and there are many different ways to get engaged. With the number of Partner events now available in our channel, it gets difficult to choose which to attend. I think the attendees highlighted in this feature exemplify it best: It’s what you make of the event, and there are many different ways to get engaged. Try your hand at engaging in social media during events. Reach out to new faces and make new friends by heading out on the town. Share your knowledge as a thought leader by teaching your peers in event workshops. Most of all, make the best out of every opportunity, and you will find the benefits you’re seeking. Until next time!
thepartnerchannel.com | winter 2015
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leadership
sales
marketing
Do More of
THAT! STAY FOCUSED
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winter 2015 | thepartnerchannel.com
story by Jill Young | illustration by Shawn olson
A
fter my sessions in St. Louis at The Partner Connections Event, one business owner asked me: “If there was only one concept you could teach me that would help my business grow, what would it be?” After thinking for a moment, I said, “stay focused.” I went on to say: “You know what you do, you do it well, now just do more of that…don’t get distracted by shiny things! Getting outside of your Core Focus takes up lots of your time, does not produce the profits you thought it would, and of course, ‘the grass is never greener’!” VARs are especially susceptible to getting pulled in a direction they didn’t intend to go. Offers or promises for high margin, one-time projects often intrigue even the savviest business owners. However, the most successful businesses know that choosing a target market and sticking with it makes the most sense in building a strong and profitable company. When I coach businesses, one of the questions I ask of the leadership team is this: What is your Core Focus? Core Focus is broken down into two parts: The purpose, cause, or passion of the company and the niche, how the company fulfills its purpose.
Defining Your Purpose, Cause, or Passion To build a great company as a VAR, there has to be some passion in your business! As exciting as the ERP industry is (wink!), “selling software” – or selling anything – is not a driving force. On the hard days, why do you get out of bed in the morning? (If it is only for a paycheck, please visit with a therapist immediately; life is too short to JUST work for money!) What would be missing from the world if your company did not exist? Why did you get into this business? How do you want to impact the world you serve? To implement a purpose, cause, or passion, see if you can come up with a phrase to describe your “why” that meets the following tests: Our purpose, cause, or passion is: »» Bigger than a goal »» Does not have to do with money »» Comes from the heart »» Involves everyone »» Has an “aha” effect »» Is timeless »» Is stated in three to seven words »» Has a uniting effect on staff, vendors, and clients
Some great examples I’ve seen from clients include:
»» WIN »» To create raving fans »» To make people happy »» Creating “wow” experiences »» Helping people get what they want from their businesses »» Saving lives »» Strengthening our country by supporting small business »» It all begins here »» Positive role models for future generations
Once you are happy with your purpose, cause, or passion, it is time to decide HOW you are going to fulfill it! That’s when the discussion of the niche comes into play.
Choosing a Niche Being encouraged to choose a vertical and sell to a niche market is not a new message; you’ve been hearing it for decades. Let’s explore the WHY of “why it works”: »» Consumers love to feel that they are dealing with a specialist. If a restaurant is looking for a custom ERP system, who are the owners more likely to choose, the expert in food service ERP systems, or the VAR who says, “We can do everything”? Consumers consistently choose the specialist and are willing to pay a premium for that specialist.
the partner connections event 2014 “Jill was a great presenter!” – Emily McCarthy, SBS Group USA thepartnerchannel.com | winter 2015
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»» You reduce competition. Successful VARs strive to create a company so unique that they essentially have NO
competition. No VAR implements EXACTLY like they do. Becoming hyper-focused on a niche also involves defining your unique ability to serve that niche, and since no VAR can easily replicate your uniqueness, competition is reduced or eliminated. »» You improve the effectiveness of your marketing dollars/efforts. Once you have defined your niche, you are able to literally build a list of potential customers. Instead of casting your marketing net wide, and spending pennies per contact, you can cast your net in a very specific manner and spend more per contact, with better ROI on your marketing dollars. »» Your margins improve. As you refine your product within your niche, you are able to be more efficient and find room for improvements to your bottom line. The more experience your consultants have within a vertical, the more they’ll be able to see and prevent obstacles or pitfalls. Imagine how preventing problems will increase the customer satisfaction and profits of the project!
Decision Making and SHINY Things Once you’ve defined your Core Focus (remember, that’s purpose plus niche), it will allow you to be a better decision maker. When you are faced with an opportunity that falls outside of your Core Focus, you can immediately decline. We call these kind of opportunities “shiny things”. Shiny because it catches your attention and pulls you away from your intended focus. Stay away from these at all costs! They are rarely profitable. Even if they supply needed revenue, they take the company’s resources and re-focus them in a way that sidetracks the growth of the direction you really want to go. They use resources that you could be using to build your business, and they zap them for a time. They are not an investment; they are a drain, a detour, and oftentimes, a setback. Commit to your niche, and it will become repeatable and scalable. Jill Young is a certified EOS (entrepreneurial operating system) implementer and owner of the consulting firm TractionFirst (www.tractionfirst.com). EOS is a comprehensive set of simple tools that helps businesses clarify vision, create traction and accountability, and become healthy – creating their “secret sauce”. Jill is based in Dallas, Texas, where she often works with high-tech and family-owned small-to-medium-sized businesses. She can be reached at Jill@tractionfirst.com.
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Ladies and Gentlemen, we have a winner!
Congratulations to Minerva Thai of Altec for winning our Fall 2014 contest. 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.
ACOM Solutions Best in Show Content Engine Core Focus Generate Sales
C R K L E A D E R S H I P E Y W E N E M O C L E W
O S R N O I T A T N E S E R P S U C O F E R O C R
R I A T P G N I T E K R A M A I D E M L A I C O S
E N M E A P A R T N E R S H I P S H I G H I M P A
Get Better Results High Impact Videos Integrity Data Killer Demo Leadership
F T A S R E C L R S T R A E Y W E N E M O C L E W
R E I N T R O I P E O P L E T O S E E R P S A L E
E G D O N R M N L N G N E T N E T N O C R F O R P
T R E I E E S K E S T L U S E R R E T T E B T E G
N I M T R T O E R P D E M O E P E R P C S S A W E
I T L C P T L D A R S G U P L E S E L O E O E I N
LinkedIn Marketing Members Partners Partnerships
W Y A E R E U R S L T E S A I O O F A N N C Y N E
C D I L O B T A O N E T E R F P T L C T T I W T R
O A C F F N I C E E N B R T O L E E E E A A E O A
N T O E E P O O D K I L L E R D E M O N T L N G T
T A S R L R N M I G G E C N P C S A S T I M E O E
People to See Places to Go Presentations Profile Reflections
Sales Social Media Marketing TPCE Welcome New Year Winter
E R S T N O S S V E N T L E E O R R T E O E M T S
D T N N S N S T P A E P T S M O E I S L E M E A S
N R A A E F D O T N E T E R K R E K O N N D O S A
N E R I L I E L C E T E W E R E D E S G S I C E L
I T E G R E M U A R N R C R A F A T T R N A L C E
E E E E T L O I M E T T R A P C L N R N E B W L N
K B G F O C U O I N N L I N K E D G P R O F M P I
N T B E S T I N S H O W T E K R A M A I D E M E W
I E T I R G E T N I C B E S T I N S H M E D I A M
L G M A R K E T I S O E D I V T C A P M I H G I H
thepartnerchannel.com | winter 2015
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Sales
marketing
leadership
Presenting I Present to You...
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winter 2015 | thepartnerchannel.com
story by chris elmore | illustration by John holland
I
t’s difficult to do a presentation on presenting. I, unfortunately, had this revelation the minute the room was filled with people in my session that were seeking my expertise on becoming better presenters. I was very thankful that I hadn’t anticipated that I would feel that way while I was preparing for the session, or I would have made myself very nervous. Fortunately for me, the entire point of the breakout session was about how preparation, technique, and practice can prevent a terrible session.
A Blank Page
How intimidating is it to stare at a blank PowerPoint® template the day before a presentation? It’s typically not that you don’t know what you’re going to talk about, but rather how you’re going to articulate the message in your head clearly to a group of people that aren’t in your head (thankfully, because that could get crowded) that incites the stress you feel when you look at that empty PowerPoint template. The process of translating the concepts in your head into slides is daunting, but it pales in comparison to the idea that you’re responsible for creating and delivering content that will speak to your audience, and that they will retain. It’s these daunting tasks that cause most of us to push the default button and data dump a lifetime of knowledge into a one-hour presentation. And then, there you are…it’s the day of the presentation. Your cadence is putting a skilled auctioneer to shame – you’re blasting through audience questions and “machine gunning” through the 300 bullet points you’ve prepared for this one-hour session. If you want better presentations, then it’s important to be honest with yourself about the fact that lack of preparation is the root of your presentation failure. As I stood in front of the group back in October and the fear started to mount, I leaned on the fact that I had done this presentation before, and that I was prepared. There was, however, a first time. Fortunately for me, my first time delivering the presentation was to a group of colleagues that I could bounce my ideas off of. Prior to the presentation, I’d done several weeks of research so that I would have a lot of great content to draw from for this presentation and others that I was putting together as part of a training series. The point is that preparation for a good presentation involves a lot more than just jotting down a few ideas on a slide.
Some Skill Skill is a wonderful thing. In reference to presenting, I equate skill with technique. I believe that if you have good content, which comes with preparation, then you will have a good presentation. Good content trumps everything, but when you combine a few techniques with good content, you have an excellent presentation. Here are a few of my trusted techniques: »» The six-minute rule – If you engage your audience within the first six minutes of your presentation, then you are seven times more likely to have participation throughout the entire presentation. »» The law of three – When presenting, only make three points. Anything more will turn your information into overload. The law of three is a great way to ensure that you are giving your audience the most important information possible. »» The law of seven – If you put more than seven words on a slide, you have put your audience in an uncomfortable situation. They will struggle with reading the words on the slide or listening to you talk. The reality is that when put in this predicament, most people won’t do either. Why? Well, in the time that it takes a person to choose sides on the read versus listen battle, the presenter has typically already gone on to the next point. »» Go, humor, go! – If your audience is laughing, then they are listening. However, if they are laughing too much, then they aren’t learning. This technique helps balance entertainment and education. Don’t underestimate the fact that people like to be informed and entertained. »» Pictures are worth a lot – People think in pictures. So, doesn’t it make sense to make pictures more prominent on your slides than words?
the partner connections event 2014 “This session was especially important, as I do a lot of demonstrations. It was nice to learn of other tactics that Partners use to do demonstrations. We saw what not to do and what to do.” – Rob Gillespie, Premier Computing, Inc. thepartnerchannel.com | winter 2015
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Who’s Perfect? Well, no one. My wife thinks I am, but that’s because I have learned that giving her anything, at any time, for any reason, is the best way to a happy marriage. It’s also true that if she ever leaves me…I am going with her! Still, no one is perfect. So, why practice? Well, the answer is so that you won’t look, sound, and portray yourself as hopeless or useless. No matter how many times I present something, I always find a quiet place before my presentation and present to no one while keeping track of my time. If I have a new presentation, then I will ask for two or three volunteers at my office to sit through a feedback session. The biggest advocate that I have found for practicing is my mentor on presenting, Steve Jobs. While doing research on techniques for presenting, I came across Steve Jobs a lot. I realized that he was a mastermind of presentations, and I started to read everything that I could get my hands on about him. My favorite was “Presentation Zen: Simple Ideas on Presentation Design and Delivery” by Garr Reynolds, a former Apple employee. Reynolds said about Jobs: “The reason Steve Jobs’ presentations went so well, and were so engaging, was because he and his team prepared and practiced like mad to make sure it looked easy.”
The End (Back to the presentation.) I had not uttered a word but had just realized that I was going to give a presentation about presenting. I knew people would be judging my material and delivery, but I also knew that I was going to do a good job because my preparation was good, my techniques were sound, and I had prepared like mad. Presenting is difficult. The number one fear of most people is talking in public. It precedes death on the list. So, in essence, most people would rather be the one in the casket than the one to give the eulogy. Just remember, presenting is like a muscle. The more you use it, the stronger it will get. Happy presenting! Wish to talk more with Chris about fearing presentations less than death? Contact him at Celmore@avidxchange.com.
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winter 2015 | thepartnerchannel.com
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winter 2015 | thepartnerchannel.com
leadership
sales
How to Spend
Less Time on Social Media and Get
better results story by Natalie McAllister Jackson | illustration by dave swang
T
hese days, not participating on social media is almost as disastrous as not having a website. Blog posts abound on the importance of getting your business on Snapchat, Instagram, or Facebook. Add in managing content, creating campaigns, and measuring engagement, and social media just became your full-time job. It’s important to keep in mind that large companies often dedicate whole teams to social media. Teams of this size have plenty of time to try out new platforms and develop clever, cross-channel campaigns. Your team of one simply doesn’t have time for this. As you plan your social media strategy for the year, keep the following in mind: »» Just because it’s popular doesn’t mean it’s a good fit for your brand. »» Social media isn’t your full-time job – and that’s okay. »» Invest in what works best for your company. Although there are a number of social media platforms that can work well for the channel, the tools with the most potential for most companies are LinkedIn, Google+, Twitter, and, if you are ready for a new challenge, Reddit. However, not all features within these platforms are worth the investment of your time. In taking a closer look, let’s examine which tools are worth your time – and which you should avoid.
the partner connections event 2014 “Best session of the event for me because it was advanced level and great audience discussion.” – Anya Ciecierski, CAL Business Solutions thepartnerchannel.com | winter 2015
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Invest Your Resources LinkedIn is a boon for companies focused on business services and consultation, and it is well worth your time to ensure your personal LinkedIn profile is up to date. If you have not done so already, upload a professional headshot, update your work history, and connect to every business contact you know. Do the same for your company profile, and be sure you update the profile with content from your blog on a regular basis. Once your company profile is current, you can promote your blog content to the right people by using the Sponsored Updates feature. Sponsored Updates offers more potential than paid ads, which are often tucked away on a sidebar. With a small investment of money, you can use this tool to promote your unique content to specific job titles, geographic regions, and industries. As an added bonus, LinkedIn will provide metrics that will help you determine how popular your content is with the parties you want to reach. Connecting with your ideal audience is possible on Twitter as well. The “follow back� principle is a good strategy for finding the right audiences for your Twitter feed. This is the idea that if you follow someone, he/she will likely follow you back. Start by following all of your existing clients and prospects on Twitter. Investing in a good social media management tool such as Hootsuite or Buffer can help you manage the content you are sharing on LinkedIn and Twitter. Set an hour once a week to curate content, and take the time to schedule posts for the coming week. Be sure to follow the 80/20 rule of content curation: 80 percent of content you share should come from other sources and 20 percent of content should come from your blog. This will help enhance your profile as a consultant rather than a salesperson. Social media management tools have other time-saving features, too. Tools like Hootsuite will allow you to create a custom Twitter feed that will automatically pull content relevant to your search terms. This saved stream can help you chime in on conversations with Twitter users who are new to your company. Also, be sure to set up a saved search for your company name. This can help you manage both positive and negative sentiment for your brand.
LinkedIn is a boon for companies focused on business services and consultation, and it is well worth your time to ensure your personal LinkedIn profile is up to date. Use with a Caveat One of the newer features of LinkedIn is the ability to blog within the platform. The beauty of posting content here is that you have a ready-made audience of business professionals, and LinkedIn will do a good bit of marketing your content for you. This increases the likelihood of your content going viral and gives you great reach for your topic. However, if you have limited time to write compelling content, posting that content to LinkedIn might not be the best idea. The reason for blogging is to drive traffic to your website, where readers can eventually become prospects and opportunities. If the content you create is posted to LinkedIn, the chance of a reader clicking through to your website is much smaller and you are missing the search engine benefits of blogging altogether. As search engines will ding your website for duplicate content, try to keep your original content on your company blog.
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Speaking of the search engines, Google+ is a worthy investment, not as a social network, but as a search engine tool. If you are interested in a relatively painless tool for boosting your search engine rankings, Google+ is it. Get started by setting up your Google business profile (you can do this at www.google.com/business), which will help you see how you are being reviewed online, manage how people find your business, and upload photos for people who are searching for you. This is also a great way to instantly index your blog posts. With Google+, you shouldn’t expect to gain tons of followers, and that’s okay. That’s not why you are here. Google+ is often criticized as a ghost town, but Reddit is most certainly not. Widely known as the “front page of the Internet,” Reddit boasts 34.9 million unique monthly users. Reddit’s users are active and very savvy about identifying salespeople, so while you can – and should – add links to your blog here, as this platform is best for engaging other users by asking them questions. Good places to do this include the AMA (“Ask Me Anything”) subreddit (www.reddit.com/r/ ama), where you invite users to ask you questions as an expert in a given area. Other useful subreddits include /r/crm, /r/erp, and /r/accounting. Just be sure to read the rules of engagement, and know that it’s not all business here, so be careful where you click.
Social media doesn’t have to consume massive amounts of time; just be sure to choose your platforms and your tools carefully to get the most out of your investment. Want to chat more with Natalie about her time-saving tips? Contact her at Nmcallister@ netstandard.com.
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ISV Profile
COMPANY ACOM Solutions INTERVIEWEE Warren Glick, director of corporate marketing WEBSITE www.acom.com HEADQUARTERS Long Beach, California PHONE 770-290-0519 EMAIL Wglick@acom.com
The Partner Channel (TPC): How did ACOM Solutions get its start? Warren Glick (WG): Originally, ACOM started in the equipment financing business, when laser-printing technology was commercially introduced in the mid-1980s. With increasing demand for print technology, ACOM quickly developed software that eliminated the need for custom programming to interface with these devices…a 1980s version of “plug-and-play!” This solution became a prime motivation for ACOM’s introduction of MICR check printing software for MICR laser devices. Warren Glick With extraordinary success on the print side of technology, the next logical business move was to focus on the development of a wider range of document processing solutions. ACOM soon released solutions for managing the entire document and payables lifecycle, from automating the electronic capture, processing and output of business information, to managing secure archival and electronic payments. Working closely with our clients’ finance groups warranted our further development of capabilities in how ACOM solutions interfaced with their ERP and back-office financial systems. After 31 years and more than 4,000 clients globally, ACOM continues on a path of providing technology that eliminates manual processes and helps organizations close the information gaps between their enterprise applications and the unmanaged processes and information needed to run their businesses. TPC: What specific document processes do you streamline for Microsoft Dynamics users? WG: Our solutions streamline a number of important processes, including accounts payable automation, financial and business workflow automation, intelligent data capture, document and enterprise content management, EDI integration, and payment processing. TPC: What Microsoft Dynamics solutions do you integrate with and how? WG: Although able to integrate with all Microsoft Dynamics ERP solutions, our specific focus and deeper customization is with Microsoft Dynamics GP. ACOM software is designed to give direct access to accounts payable (AP), financial, and any related documents directly from Microsoft Dynamics GP screens. This eliminates the need for users to toggle back and forth between ERP and business application screens. Rules-based workflow automation is completely configurable to individual client requirements. ACOM’S write-through functionality provides real-time e-connect synchronization with Microsoft Dynamics GP. The core component of ACOM’s AP process and content management framework is EZContentManager (EZCM), which is an enterprise-wide system to solve the ongoing challenges of managing and automating processes and information in any division or department. Finally, EZCM is a single platform design, with multiple company functionality that enables control of all documents and related information between divisions, multiple companies, their individual workflow processes, and ERP systems…from ONE centralized system. TPC: What do customers like most about you and your products? WG: ACOM delivers clients more than 31 years of experience in software development, professional and implementation services, and technical support.
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Clients choose us for our sophisticated technology and how it improves the way they manage, process, and control the huge volume of information they use each day. Moreover, our solutions leverage the value of their ERP and financial systems affordably and without the need for costly modification. We believe that software should work for people, not the other way around. With this in mind, our ongoing software development team takes serious input from our clients about their present and future requirements in their business operations and in the industries they serve. TPC: Tell me more about your Referral Partner Program. WG: We help Partners to expand the solutions they offer to clients and prospects with our comprehensive and competitive AP automation, enterprise content management, and payment solutions. We do this by handling the sales process, demonstrations, proposals, and all of the details for them. When Partners refer clients to ACOM, the workflow continues like so: »» ACOM takes the lead on the sales process, demonstrations, proposals, and closing the sale. »» No professional services or technical support is required by the Partner. »» Partners gain access to ACOM marketing materials and programs. »» ACOM invests in joint marketing campaigns to the Partner’s client base, including direct mail, webinars, user groups, lunch-n-learns, and more. TPC: What do you have coming up for Partners? WG: Starting December 2014 through June 2015, ACOM Microsoft Dynamics GP Referral Partners will receive a very aggressive referral fee based upon the software price of ACOM’s EZCM. We also provide excellent incentive programs for Partner sales teams. TPC: Why do Partners like working with ACOM? WG: Relationships are number one, so it’s vital that all ACOM Partners receive secure registration and validation of their client opportunity. Not a simple lead listing, but a program supported by a referral contract that clearly details the commitments and all obligations required to maintain our successful (and fruitful!) relationship. We also get involved right away. We have a dedicated Partner support team that works directly with the client and the Partner’s team. We understand the sales process, cycles, and the transparent relationship we have with each. Our specialists maintain up-to-date communications on project progress, specific details, and the next steps required for success in winning the business. ACOM solutions are not only affordable, but our solutions also work seamlessly with their client applications and truly leverage their ERP investment. And did I also mention…we do all the work!
“We help Partners to expand the solutions they offer to clients and prospects with our comprehensive and competitive AP automation, enterprise content management, and payment solutions.”
TPC: What do YOU like most about Microsoft Partners and the community? WG: They get it! Microsoft Partners are probably first and undoubtedly the fastest to embrace change, share ideas, solve problems, and help their clients get more out of what technology brings to their businesses. Partners are encouraged (and driven) to learn how to best leverage their clients’ ERP investments with business processing solutions that help them eliminate manual processes, drive real productivity, and deliver hard cost savings. That deserves a hard knock on the ACOM door, so we’re going to communicate with them even more! thepartnerchannel.com | winter 2015
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leadership
sales
marketing
ISV
How
s
Can Build Business Partnerships for Growth story by Diana Kreklow and Gail Mercer-Mackay
F
or many independent software vendors, partnering with a platform provider like Microsoft and with channel Partners like system integrators and resellers is a strategy that yields impressive dividends. A successful partnership strategy requires significant up-front work and ongoing maintenance – and the better you plan your approach, the faster you’ll see results and the better those results will be.
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The Partnership Ecosystem and the Case for Partnership ISVs may choose to build partnerships to grow their business, but different partnership arrangements work for different organizations. When building your partnership strategy, it’s important to evaluate the Partner ecosystem and understand the opportunities available – then zero in on the right targets.
Building a Partnership Plan To build any business partnership, you need to do your homework! Building a partnership has many rewards, but the process does take a clear strategy and dedicated effort. There are certain elements to include in your partnership plan and various steps to put that plan into motion. Microsoft understands the unique requirements of ISV Partners and their special role in the Microsoft Partner ecosystem. We have gathered best-of-class information from successful ISV Partners to help you build an actionable Partner plan. This guide provides practical “how-to” guidance on how to build your partnership with Microsoft and how to best leverage the Partner resources Microsoft makes available to ISV Partners. Before you begin, make sure you have a good understanding of your organization’s three to five year business plan, in order to align with similar goals and ROI. Having a comprehensive view of the entire firm’s goals will support your asks for needed investments in resources, funding, and various other cross-functional buy-in. This plan will incorporate sales, marketing, legal, finance, product engineering and development, support, and operations, so make sure you have buy-in across your organization of the actions and requirements in this plan.
Building a partnership has many rewards, but the process does take a clear strategy and dedicated effort. Building a Partner Channel Many ISVs are interested in recruiting Partners to sell or integrate their products. Some develop outstandingly successful partnerships; some flounder on miscommunications or operational issues, and some fall apart because the partnership foundation was misaligned. Carefully plan relevant and productive partnership discussions between your organization and prospective channel Partners and be able to articulate your joint value to customers.
the partner connections event 2014 “Again, love these ladies! Came away with a boatload of information. Will be following up with them after.” – Kathleen Cavanaugh, Sierra Workforce Solutions thepartnerchannel.com | winter 2015
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Revenue Recognition and Channel Implications Too often, ISVs that want to build successful channel partnerships overlook a key element: How to recognize influenced revenue and compensate channel Partners accordingly. It’s a key component of a channel strategy, and it requires up-front planning to manage this partnership element effectively. Successful ISV Partners are able to clearly articulate the value their software delivers to Microsoft in two important ways: 1) a demonstration of the Microsoft software revenues the ISV software pulls through for Microsoft; and 2) a compelling value proposition that can be articulated quickly in the form of an “elevator pitch”.
Operationalizing a Partner Channel Many ISVs aim to recruit Partners to sell or integrate their products. All too often, these channel partnerships suffer needlessly from a lack of long-term strategic planning. Operationalizing channel management into a sustainable program takes effort and resources, but when well executed, the results far exceed the investment. Want a copy of that “how-to” guide referenced in this article? Diana Kreklow of The Kreklow Group and Gail MercerMacKay of Mercer MacKay can be reached at Dianak@thekreklowgroup.com and Gail@mercermackay.com.
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Sales
marketing
leadership
s o e d i V
Rethinking Business
story by Peter Matejcek | illustration by shawn olson
The Challenge
Businesses know that video plays an important role in marketing communications, but producing a good video is complex and costly. Or is it? My mission is to show you how to produce videos for your business quickly, easily, and most importantly, on a budget. I get it. I’ve dealt with all of the issues you face when trying to create a marketing video: Finite marketing budgets, no time to sit down and write a script, no one from the company wants to be on camera, and no one knows where to start! Typically, businesses approach video the way Hollywood does: More is more. While this philosophy might work for blockbusters, it’s sure to fail when applied to business videos. Your prospects and customers don’t want to sit through a two-hour long epic. They want valuable content, and they want it in three minutes or less. How can you deliver videos that will drive conversion and lead generation? Read on.
Authenticity We’ve all been given the same age-old advice when preparing for a presentation: Act conventional. Avoid saying “um”. Don’t fidget. You polish and perfect your delivery so that you can woo the socks off the audience. You spend hours making sure the PowerPoint® slides look just right. The day of our presentation, you’re feeling 80 percent excited and 20 percent scared. Or maybe it’s 20 percent excited and 80 percent scared? But it’s okay, you’ve got it, you’re ready. Then you start speaking. It all goes well at first, but then out of nowhere you utter out a quick “um”. This makes you nervous, and you start to fidget with the clicker. “Stop doing that”, you think to yourself. But now it’s too late, all you can think about is not saying “um” and not fidgeting. You carefully read off the bullet points of your PowerPoint. Done, you nailed it! But, you lost the audience. This is exactly what can happen when you first put someone in front of a camera. Being on camera makes people nervous in much the same way that public speaking does. Thankfully, the key to succeeding at both is the same: Just be yourself. Do you say “um” when talking one-on-one with a prospect? Go ahead and say “um” when talking to the camera! Do you naturally look away from someone when thinking? Look away from the camera when you try to collect a thought. Do you like to talk with your hands to express yourself? Then use them on video, too! Audiences have been struggling through “polished” presentations for long enough. They want real value. They want real people. And they have no patience for conventional “polish” when viewing online videos. It’s okay to say “um”, fidget, and look away from the camera. That’s how we naturally communicate; that’s what creates authenticity with online video. And that’s what’s going to keep your viewers engaged! Here’s why: When you are not consumed with looking and sounding polished, you can show your true passion for the content you are delivering. It’s passion, not polish, that engages viewers.
the partner connections event 2014 “Peter was awesome! High energy, lots of great tips.” – Leah Baker, Stoneridge Software 36
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Getting Started Okay, so now you know that you don’t need to have a polished pro in front of the camera, but surely you need a professional video camera, lots of lights, microphones, a large green screen studio, and editors on your team, right? Dead wrong. This is the biggest myth about video creation. While it may have been true even just a few years ago that video creation was closer to Hollywood movie creation, luckily for businesses, this is no longer the case. Like so many industries, technology and the Internet have rewritten the rules of video production. In fact, you can create a 90-second marketing video quickly and easily by following these steps: Step 1: Planning and Scripting Believe it or not, this can be done in about 15 minutes. How? First, forget about the traditional dialogue of talking about your company and what you do. Assume the viewer knows WHAT you provide and get right to the good stuff! Write out three to five bullet points that highlight the key VALUE your product/service delivers to customers. Put the most important point first, and keep the points specific and focused. Once you’re done, print out the points on one sheet of paper and stick it to the wall so you can glance at it when filming.
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Step 2: Get Out Your iPhone/iPad (or Other Smart Device) My iPhone shoots video that looks better than my $7,000 video camera that was purchased five years ago. This is a case where technology advancement has changed the game for video production. An iPhone on a tripod with a good external microphone will record near proquality video. I have a full gear list that you can use to set up your own basic studio in your home or office for less than the cost of paying a vendor to produce one video. Step 3: Start Talking Here’s a simple solution to avoid forgetting the bullet points you need to talk about: Stick the notes up on the wall beside you, off camera, and look over at them to remind yourself of what you need to talk about next. But be patient: Even with reference notes, it may take a bit of practice to
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become comfortable in front of the camera. After a few minutes, it starts to feel pretty natural. Just pretend the camera is a customer or prospect, and talk to the camera like you’d talk to one of your customers. Step 4: Record One Good Take After one or two practice takes, hit record, and deliver the content you want to share with the world in one continuous take. Don’t worry; remember that it doesn’t have to be polished, just authentic. It’s okay if it looks and sounds a bit raw. No one cares, and it doesn’t make you look amateur or unprofessional. In fact, your audience will appreciate your authentic delivery. It connects you with your viewer because it’s how you would naturally communicate if face to face. Step 5: Outsource the Editing Gone are the days of needing an editor on staff. Once you’ve finished recording your video, you can send it off to an outsourced, freelance video editor to get it viewer-ready. An editor will add in some text and graphics, background music, and any corporate branding. And the best part is that you can find someone online, through sites like Elance or Guru, for $30 an hour or less. As you can imagine, this is a fraction of what you’d pay to hire a video production company or have a full-time editor on staff. You can also expect fast turnarounds, typically two to three days for a 90-second marketing video. Step 6: Get the Video in Front of Viewers Don’t get bogged down in endless tweaks and changes during editing. Get it to 90 percent, then get it out the door and move on to the next video. Remember that the goal is to create a steady stream of valuable content that can be fed to prospects and customers through your social media channels. And viewers are only going to become subscribers when you start regularly delivering value. Peter Matejcek is a high energy and passionate digital media expert who founded INhousevideo. com in 2014. With Peter’s new venture, INhousevideo.com, he is a man on a mission! He believes deeply that armed with some key video production know-how, companies can be selfsufficient and easily produce professional-looking video content – all in-house and with confidence. He can be reached at Peter@inhousevideo.com. Visit www.inhousevideo.com to learn more.
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Marketing
leadership
sales
Feeding the
Content Machine When You Think You Have Nothing to Write About 40
winter 2015 | thepartnerchannel.com
story by Anya Ciecierski | illustration by matt mastrud
A
lthough this new age of content marketing suits me very well, there are still times when I long for the good old days of direct mail when I could drop the letters in the mailbox and have the satisfaction that the job was “done”. Now, if I post on one blog, I could post on three more. If I send five tweets, I could send 10 more. The demand for fresh, new content is never-ending. It is like a hungry content machine that is never satisfied. When I talk to people about content marketing, specifically blogging, I usually hear three main
objections: »» I have nothing to write about. »» I don’t have time to write. »» I’m not good at writing. In this article, let’s tackle the objection that you have nothing to write about. First of all, I think that objection is completely untrue for all of us. Our channel has access to an overwhelming amount of information and talent that can all be turned into blog posts and other content. The key is knowing how to find it and use it.
Not All Blog Posts Are Created Equal Many people get stuck in the mindset that every blog post has to be an amazing Pulitzer Prize winner with the potential to go viral. The fact is, most blog posts do not represent thought leadership, but rather, just good old basic information. Here are examples of eight different types of blog posts that require varying levels of expertise, and time, to write: Expert: Posts that position you as an expert and show your depth. These posts require extra time and research and are hard to outsource to others. The subject matter expert needs to either write the post or be interviewed. Strong content like this should be used several times in different ways to get the most out of the time put into it. For example, the content can be recycled for additional blog posts, an infographic, a webinar, and/or an eBook. Example: “10 Reasons Microsoft Dynamics CRM is Better Than Salesforce for Distribution Companies” FAQ: Posts that answer a specific question posed by a client or prospect. Your sales or service teams can be an excellent source of material for FAQ posts. Listen in on sales calls, ask to be bcc’d on support emails, and monitor your support team’s Yammer account for ideas. Once you find a question that sounds interesting, ask your team member if you can record his/her answer. Example: “Can I Set Up Multiple Ship-To Addresses in Microsoft Dynamics AX?”
the partner connections event 2014 “Practical, well thought out, and lots of tips!” – Tania Konczynski, JOVACO Solutions thepartnerchannel.com | winter 2015
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Explanation: Posts that explain something that might seem obvious to you. Try to put yourself in the shoes of your audience – either prospects or clients. What might seem obvious to you is not obvious to them. I find that attending a sales demo and listening to the questions (and noticing what goes over their heads) is a great way to get ideas. Example: “What is an ISV?” Analysis: Posts that go deep, ask why, look for loopholes, and analyze. Very often we report something, perhaps a new promotion, and just give the surface facts. Dig deeper into the fine print. For example, don’t just report the discount price, bulk it up by comparing it to the old price, and show what is included as well as the hidden things people may not have seen. This type of post requires some investigatory skill, but readers love it. Example: “Microsoft Dynamics NAV Buyer Beware: The Initial Cost is Lower, but the Annual Fee is Higher” Promotion: Posts that promote white papers, eBooks, videos, or other marketing pieces. These are some of the easiest posts to write without product knowledge, and therefore, the easiest to outsource to others. Once you have a marketing piece, you can easily summarize it or break it up into multiple smaller pieces and use that content as a blog post. Ideally, these would be your own marketing pieces; however, Microsoft and other Partners provide a huge amount of content we can promote. Example: “Book: 10 Ways to Know You Have Outgrown QuickBooks”
Try to put yourself in the shoes of your audience – either prospects or clients. What might seem obvious to you is not obvious to them. Summarize: Posts that put your own spin on an article or announcement. A good blogger should be consuming information from other sources such as industry websites and RSS feeds. I personally rely on Google Alerts for this. When you find a good article, summarize it, add your own comments, and then link to it. It is very important to attribute the original source because everyone hates a plagiarist. If done the right way, this can be a good way to build relationships and exchange links. Example: “Top 10 Trends in the Manufacturing Industry” Local News/Industry News: Posts that connect to your topic. Connect local news items to Microsoft Dynamics. This helps to draw traffic in your local geographic area. Example: “Connecticut Man Embezzles $50K; Would the Right Accounting Software Catch Him?” Curated Lists: Posts that gather various resources into one master list. What’s better than one awesome resource? How about 15 awesome resources, all accessible in one place? That is content curation. A list of curated content can cut down on writing time. Caution: The time you save on writing can easily be swallowed up by the time you spend researching. Example: “Top 20 Distribution Industry Blog Sites” I suggest posting a variety of different kinds of posts. Expert and FAQ posts are the cornerstone content, and the rest is just good filler as part of your online marketing strategy.
Where to Find Topic Ideas Now that you have in mind the types of posts you want to write, you need topics. I keep a long list of blog topic ideas ready so I never have to waste time wondering what to write about. Here are a few sources I use to find topic ideas: »» www.hubspot.com/blog-topic-generator – Enter three nouns, get five titles. »» www.contentideagenerator – Answer 18 questions, get hundreds of title ideas. »» www.contentgems.com – Choose topics, get curated lists of matching content. »» www.google.com/alerts and www.mention.com – Track products, competitors, and industries. 42
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»» www.statistica.com – Get current
statistics to add interest to your posts. »» www.quora.com and www. linkedin.com groups – Get questions you can use for FAQ posts. »» www.tynt.com – Look at popular search terms and use these as topics. »» www.whitepapers.com – Find white papers to promote, or just reuse ideas or statistics. »» www.buzzsumo.com – See what information is being shared the most, then write on that topic. »» Microsoft PartnerSource/Ready To Go – Find reports, ROI tools, fact sheets, videos, and campaigns. »» Event “Press Pass” – Interview speakers/vendors, and report on keynotes and sessions at events. »» Reuse/Recycle – A white paper can be turned into an infographic, an eBook can be turned into a checklist, and a presentation can be turned into a SlideShare. Then you can write a blog about each one.
Constantly be on the lookout, use the resources in this article, and I promise, you will never again be able to use the excuse that you have nothing to write about. You will have a constant stream of fresh ideas to feed the hungry content machine. Speaking of feeding that content machine, Anya Ciecierski is the director of marketing at CAL Business Solutions and editor of the ERP/CRM Software Blogs. Read more marketing tips on her new blog at www.cwmktg.com/blog.
Use Your Powers of Observation Have you ever watched the TV show “Psych”? The main character pretends to be a physic to solve crimes, but instead, he is just using his keen powers of observation to see clues that others overlook. Use your powers of observation to find content. Think about how you could relate everyday experiences to your product. (Once I got scammed on vacation and wrote a post about how to avoid getting scammed when buying ERP software.) Listen for interesting statistics. Look for photo opportunities (especially at events). Listen for good quotes during conversations, and then be sure to write them down. Creativity gurus say that our best ideas come when we’re totally disconnected from our work. It could be when you’re jogging, showering, or waking up in the morning. That’s why you need to write down your ideas. Keep a notepad, type it into your phone, use Evernote, or even tell Siri to remind you of a topic later. My coworkers have noticed that whenever I talk to them, the conversation usually includes the statement, “I could blog about that”. thepartnerchannel.com | winter 2015
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corner members only
interview
Integrity Data provides products and services to improve Microsoft Dynamics GP Payroll and Human Resources, taking it from good to great. Integrity Data is also the company behind U-LINC®, adding comprehensive, flexible workflow and notification capabilities to Microsoft Dynamics. Learn more at www.integrity-data.com or call 888-786-6162.
What do you most enjoy about the winter months in Fort Wayne, Indiana?
I lived in Fargo, North Dakota for nine years and moved to Fort Wayne this summer, so I haven’t experienced a winter here yet. However, when I lived in Fargo – winter capital of the world – I most enjoyed going ice skating outdoors with my kids.
What’s your all-time favorite event memory and why?
Marleen De Winter, director of marketing
It was at a Partner event in Fargo and revolved around having the social interaction amongst my peers and the feeling that we were “all in this together”. It’s always great talking with other ISVs and VARs to learn how we can work “better together” to provide terrific value to our customers and create a win-win situation for all of us.
What is most valuable to you when attending an event?
I find that the most valuable item is the exchange of ideas. I feel energized after an event from being able to ask questions of peers, get their feedback and perspective, and build new relationships. Plus, it’s much easier to call someone after you have met him/her in person and have established a relationship.
What are your company resolutions for 2015?
Integrity Data’s main resolution is to continue to be a trusted Partner for Microsoft Dynamics VARs by offering high-quality software and services, providing great support before and after a sale, being helpful and easy to work with, offering advice for any payroll issue a Partner or customer may have, and providing ready-to-go marketing packets for Partners who are super busy.
What is the most beneficial aspect of The Partner Channel’s membership program for your company and why?
The relationships we build with The Partner Channel and within the Partner community. I personally read The Partner Channel Magazine cover to cover when I receive it each quarter; the content is always valuable, and The List is awesome.
! Congratulations The following Microsoft Dynamics Partners are celebrating their membership anniversary with The Partner Channel this quarter:
2006 January » The TM Group Inc.
2007 January » Rimrock Corporation
2008 January » Dynamic Communities » Lighthouse Business Information Solutions, LLC
2009 January » Eclipse Computing, Inc. February » Etelligent Solutions Inc. » RoseASP
2012 January » NetStandard, Inc.
2014 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 via the information shared below to participate.
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.
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February » InfoGrow Corporation
thepartnerchannel.com | winter 2015
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TPC Photo Caption
Contest
A phone triage at The Partner Connections Event. Talking app(lication)s or app(etizer)s? 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.
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Thanks for playing last issue’s contest! Our winner is Troy Gullacher of WilloWare Inc.: “This one time, at Partner camp…”
Fall 2014 Photo Caption
Contest results
automated report & document distribution
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thepartnerchannel.com | winter 2015
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Sales
marketing
leadership
Creating Killer Demonstrations (and Minimizing the Chances of Being Killed)
48
winter 2015 | thepartnerchannel.com
story by murray fife | illustration by Seth Rexilius
W
hen it comes to doing demonstrations, I wouldn’t say that I am the best, but since I have been setting up and demonstrating software in one form or another for the past 17 years, I am not the worst, either. I am pretty certain that I am within the top 75 percent of the people out there who spend their days trying to convince people that their software is the best option. Personally I have found that there is no secret formula when it comes to demonstrations because there are many things outside of your control. What you can do is ensure that the things within your control work as smoothly as possible. We all have different tricks and tips that we use in order to do this, and here are a few of mine:
Tip #1: Immerse the Demo in Their World The Most Interesting Data is Their Data If (according to Dale Carnegie) a person’s name is to that person the sweetest and most important sound in any language, then when it comes to a demo, a company’s data is the number one way to capture the hearts and minds of the people that you are demonstrating to. It’s not enough to rename key records to make it look like their product; your demonstration needs to immerse the customer in their data and only their data. As soon as the customer sees a product that doesn’t match their customer list, or catalog, then the illusion is shattered. If you have the time and the opportunity, then build their world from scratch. As a side effect, you will also become immersed in their world and will understand them even more.
Tip #2: Have a Plan on What You are Doing But be Flexible, Although not Too Flexible While a battle plan is excellent until the first shot is fired, at which time, all bets are off, it is still a great idea to have one because it allows you to see where you are heading, just in case you get diverted by questions from the audience. It gives you the opportunity to defer questions to later in the demo where you know they will be addressed and also allows you to judge if you are going to be able to show everything that you need to show. As a side effect, it also helps your colleagues trust that you know where you are going with the demonstration. There are a number of different ways that you can do this. Some people use scripts, some people jot down the planned bullet points on a napkin, and some people are clever enough to have it all in their head. The best tool that I have found for planning and tracking my demonstrations are Post-it® notes. I put each major demonstration topic on a single Post-it, write down the key items that I want to show for that point, and then I line them up on my desk in the order that I want to show them. The major benefit of doing this is that if I need to re-arrange my presentation on the fly, I simply move the Post-it. This means that I still have my hit list and plan, but the order is not set in stone.
the partner connections event 2014 “Excellent workshop! The three presenters each played an equal role. Presentation was well thought out. Some great conversations with the audience, too.” – Kathleen Cavanaugh, Sierra Workforce Solutions thepartnerchannel.com | winter 2015
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Tip #3: Don’t Demo from a Slow System Seconds Seem Like Hours in a Demo If there is one source of kryptonite when it comes to a demonstration, then it is flowing through the sands of the hourglass on your computer. There is nothing that can deflate your software more quickly than having time tick by while you wait for a screen to refresh, a report to be displayed, or a process to complete. When nothing is happening, then seconds feel like hours, and minutes seem like entire lifetimes. There are times that this will happen, but there are definitely ways that you can reduce the risk that they will happen often. Although running off the cloud is the future (and I wholeheartedly promote it), people don’t normally run ERP clients over the spotty Wi-Fi connections that you are given to demo from when at a prospect’s site. So, if you can, always run your system locally. That way you can also guarantee that you don’t get unwittingly sabotaged by everyone else in the room checking their e-mail and consequently eating up bandwidth and slowing down your system. Also, run it off the best possible machine you can. Everyone makes fun of the big power pack that is connected to my laptop, but I need it in order to supply the necessary wattage to run my eight cores and 32 GB of memory.
You want to leave as many examples behind as possible so that the prospect remembers not only what you showed, but also how you’re different from other software. Tip #4: Create Shortcuts to Everything But Don’t Make them Look like Shortcuts The real magic happens when you show things that you weren’t planning to show, but that doesn’t mean that you can’t plan to have it available to show. One of the most common ways to do this is to file away your special examples that you can pull out of your hat at any time as shortcuts. There is nothing worse than seeing someone hunt through a pile of random shortcuts on his/her desktop, trying to find just the one example he/she wants. That does not make the system look simple. There are a couple of different ways that you can organize your shortcuts. You can create folders on your desktop, you can create favorite links in your browser, or you can do what I do, which is to use the Windows Task Bar to give access to everything I need. You can pin all of the most common programs that you need access to as icons, and then create a custom tool bar that points to all of the magical examples that you normally show in a demo. The toolbar also keeps your organized and makes it easier to find things.
Tip #5: Leave Something Tangible Behind Books are More Magical than PowerPoints…and Cheaper to Print You want to leave as many examples behind as possible so that the prospect remembers not only what you showed, but also how you’re different from other software. The traditional way of doing this is to leave a copy of your PowerPoint, usually via e-mail. If you are feeling generous, leave a printed copy that they can peruse at their leisure.
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The problem is that e-mailed presentations typically get into the hands of the competition, and printed PowerPoints usually get left in the presentation room (for a competitor to pick up) never to be seen again, filed away within a stack of other presentations never to be seen again, or dropped into the other filing system, never to be seen again. Plus, printing PowerPoints is expensive, and it can be cumbersome to bring copies to the demonstration. So what do you do? Turn your presentations into books. Formatted presentations can easily be made into a book (with a real ISBN number) and printed on demand through services such as CreateSpace (www.createspace. com). Upload the presentation as a PDF file, and then wait three to five days to have the books printed. The presentation will look and feel like a real book, and customers will treat your presentation with the care it deserves. And to boot, a printed book will cost about $4, much less than it costs to print and bind a PowerPoint presentation at a copy center.
Conclusion Everyone has a different style when it comes to doing demonstrations, and although not all of my suggested tips may be your cup of tea, hopefully you will add one or two of them to your demos in the future. Murray Fife is a Microsoft MVP and solutions architect for I.B.I.S., Inc. (www.ibisinc.com). You can catch up with Murray on his website (www.dynamicsaxcompanions.com) or on email at Mfife@ibisinc.com.
Where business leaders gather. Learn. Connect. Be inspired.
Microsoft Convergence is the premier business event, where thousands of leaders come to explore, share, and experience business solutions. Register now to save.
Atlanta, Georgia | March 16–19, 2015
Register Now: www.microsoft.com/convergence
thepartnerchannel.com | winter 2015
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Marketing
leadership
Need-to-Know Changes to
Social Media 52
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sales
story by Barbara Pfeiffer | illustration by matt mastrud
I
t’s always an honor to be asked to present at The Partner Connections Event. Being asked to “reprise” my session for this edition of The Partner Channel Magazine is the icing on the cake. What made this session so powerful, though, was the incredibly engaged audience. We all shared our struggles with social media marketing, including keeping up with the changes and whether it’s really helping us meet our demand generation goals.
The New Goals for Social
The first “change” is not so much a change in a network or tool, but rather the place for social media in B2B marketing. That topic generated much of the conversation during the session. The truth is that B2B social media for MOST small-to-medium technology Partners works far better as a tool that you can use to influence your sales targets rather than demand generation. Nothing is absolute, but if you’re spending inordinate amounts of time trying to measure the leads from social, or if you’ve “given up” on social because of the lack of leads, you may want to reconsider the real value of social: Adding credibility, helping prospects learn more about you, and of course, adding to search engine optimization.
LinkedIn Publisher LinkedIn Publisher was released last year to certain members of LinkedIn. It allows you to publish long-form posts (something previously open to influencers only). Those posts become part of your professional profile and are displayed on the “Posts” section of your profile. The posts are automatically shared with your connections and followers, and they’re searchable – on AND off LinkedIn. LinkedIn Publisher is about long-form pieces, so think researched articles versus shorter posts. LinkedIn wants to protect the value of these posts, which means no promotional posts or repurposing of previously published content. One caveat: The roll-out is still in process. If you’ve been selected by LinkedIn to share long-form posts, you’ll see a pencil icon in the “Share an update” box at the top of your profile. Click the pencil for more information. If you haven’t been granted access, you’ll need to wait until the program is opened to you (you’ll be notified on your home page when you’ve been granted access). You can also search LinkedIn Help (http://help.linkedin.com) for Publisher to obtain more information on this new opportunity.
the partner connections event 2014 “Good discussion with the group.” – Karen Riordan, Ssi Consulting thepartnerchannel.com | winter 2015
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LinkedIn Showcases LinkedIn Showcases replaces the old products and services tabs. With Showcases, you have much more flexibility to truly “showcase” your solution. The new features include a much larger hero image (for the top of the page) as well as more space to show off your product. You can also have a distinct set of followers for a Showcase page. This is a great option for Partners with multiple industry focuses. Of course you do have to consider the resources you would need to keep this feature current and interesting, and that was definitely a hot topic with the attendees of this session. It really comes down to how targeted your marketing is and how much unique content you’ll have for this “extra” audience. (Search LinkedIn Answers for Showcases for more information.)
LinkedIn Pulse Another new tool from LinkedIn, Pulse, is a customizable and visual news feed. You can follow anyone, get recommendations (from a huge list of influencers), or view by the top trending pieces. Pulse is a great way to get ideas for your own social or blog posts. The “trending” option also gives you the opportunity to engage with the most popular topics (just be sure you’re adding value to the discussion). For more information on Pulse, visit www. linkedin.com/pulse/discover.
Targeted Advertising There’s been a steady move away from the old pay-per-click banner ads to re-targeting – ads that are served up only to previous visitors to your website. Now social networks such as Facebook, Twitter, and LinkedIn are following with more targeted advertising opportunities.
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 • Win against Sage and other solutions when advanced allocation functionality is required.
Microsoft Dynamics™ Out of the box integration
• Move PFW clients to GP without compromises. – trusted as the standard by partners and customers. • 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 54
winter 2015 | thepartnerchannel.com
It’s different on every platform, of course, but in general you have the ability to upload your own list and target only those users or create a “segment or group” based on types of companies, geographies, and other criteria. When creating ads for lists or segments, it’s worth the time and investment to create custom ads that are relevant to each audience. For instance, if you’ve built a group of people that visited your website over the last six months in response to an eBook on trends in distribution, you might want an ad that offers an infographic on the top five trends distribution companies need to be watching. (Don’t send your non-profit prospects to that same ad.) For more information, visit the ad centers for the social networks: www.facebook.com/ads/manage, https://business. twitter.com/ad-products, and www.linkedin.com/ads. So there you have it – the top changes in social media you should know about (well, at least some of them). There are many more, and changes are announced regularly, which brings us to one of the big points in our conversation during the session. This was said by an attendee, with understandable frustration: How am I supposed to keep up with all this? How am I going to create all that content? It’s getting out of control! That actually brought us to the final slide in my deck, which wasn’t a change so much as it is advice. Do what you can do really well. Choose quality over quantity when it comes to your social presence. It is far better to be a presence on one network (pick LinkedIn for highest B2B conversions) than to have sporadic posts on all of them. From our conversations, the most successful Partners were those that focused generally on one network – or at the very least on one vertical, and they invested in tools to help manage and track their social activity. If you would like Barbara Pfeiffer’s PowerPoint presentation from The Partner Connections Event with more “need-toknow changes to social media”, or to get help with taking your social media efforts to the next level, contact Barbara at Barbara@thepartnermarketinggroup.com.
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 | winter 2015
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Contest
Winter 2015 Note: This is not the hidden logo!
LEADERSHIP
SALES
MARKETING
Jen Basch of Vertex SMB found the hidden logo in Pam McGee’s “Magnetic Companies” article on page 32 of the Fall 2014 magazine. 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!
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fall 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:
contents
WINTER 2012
The Partner Channel
www.thepartnerchannel.com
Winter 2012 • The Partner Channel ® Magazine
In EvEry IssuE “The great thing in this world is not so much where we are, but in what direction we are moving.” –Oliver Wendell Holmes Jr.
Warn Your Customers: The Evil Excel Gang is draining their company of hard earned profits! Rid the World of Time Wasting and Error-Prone Spreadsheets FOREVER!
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Winter 2012
Step Up and Become a Hero (888) 398-9810 or www.ethotech.com/hero
fEaturEs
9
25
Contributors
How Trustworthy Are You?
Surely on Santa’s Nice List
11
SETTING
Direction
On the Homefront
THE
Sounds Like a Relationship
12 News
FOR THE NEW YEAR
Celebrating the Good in the Community
15
Events Planning Winter Through Spring 2012
26
dEpartmEnts Leadership
Word-A-Ganza
30
Convergence Tip of the Week Festival
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Electronic Signature 101
40 50
My Team is in the Van. Where Do We Go Now?
28
You Can’t Go With the Flow if You’re Stuck in a Box
Sales
TPC Interview
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CLOUD
Panatrack, Inc.
A
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Members Only Corner
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PLAN THAT WORKS
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VAR Profile The Resource Group
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The List
Out With the In With the
OLD NEW
Front cover
Updated and Ready for You Each Quarter
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Logo Contest
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18
A Greeting from TPC
Make 2012 The Year That You Keep Your Promises
TPC Photo Caption
34
CONTEST
When Customers Sell for You
46
A Compensation Plan That Works
Marketing
What could Jesse Byam possibily be thinking about?
22
Simply email your caption to Jenny at Jenny@thepartnerchannel.com. Submissions
Marketing Stickiness
will be judged on creativity, relevance, and sense of humor. The prize for this contest
36
82
Out With the Old, In With the New
The Product Experts
Follow the Yellow Brick Road
Advertiser Index
39
16
The Entrepreneurs’ Corner
Mark Albrecht, Microsoft
ISV Profile
TPC Caption Contest and Results
is two (2) tickets to your local cinema.
48
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
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Table of contents
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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!)
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advertiser index Admiral Consulting Group . . . . . . . . . . . . . . . . . . . . . . . 54
Microsoft Convergence . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Myappsanywhere. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Beck Consulting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Njevity, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Business Computers (Time Matrix). . . . . . . . . . . . . . . . 20
NMB Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Concur. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
Nodus Technologies, Inc.. . . . . . . . . . . . . . . . . . . . . . . . .34
Corporate Renaissance Group . . . . . . . . . . . . . . . . . . . . . 6
OneNeck . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Data Resolution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Solver, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Dynamic Communities . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Sypnio Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Kamp-Data, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Trans-Micro. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
TurnOnDynamics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Liaison Software Corporation. . . . . . . . . . . . . . . . . . . . .47
Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . . . . . .84
MetaViewer from Metafile. . . . . . . . . . . . . . . . . . . . . . . . . 4
www.nmbsolutions.ca
Your go-to team for Transport Management and Parcel Shipping in Microsoft Dynamics AX
Multi-carrier Parcel and LTL Shipping Module seamless integration into standard Dynamics AX with industry leading Shipping Carrier software The NMB Solutions Multi-Carrier Parcel and LTL Shipping Module provides seamless integration to standard Carriers such as UPS, Fed-EX and DHL. • Flexible Multi-Carrier Parcel and LTL Shipping module for Microsoft Dynamics AX • Provide high volume parcel shipping • Reduce shipping time per package • Reduce shipping costs • Provide more efficient packing and shipping operations • Provide shipping charge estimates to customers Contact NMB Solutions for a PlanIT PackIT Demo of the Multi-carrier Shipping Module or information on our products and services 58
winter 2015 | thepartnerchannel.com
Reginald Howatson, Director Sales & Marketing r.howatson@nmbsolutions.ca 800-563-1007
Introducing The List MOBILE
Now you can get The List To Go!
Search for the products and services you need with the new Mobile version of The List! Add it to your home screen from: www.thelistmobile.com or simply scan the QR code below:
Table of Contents Industry...................Page 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
Industry Agriculture
Construction
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Livestock Accelerator Producer Management and Livestock Movement/Quality Tracking accelerator for Dynamics CRM.
Perceptive Software https://www.perceptivesoftware.com /products/perceptive-interact/ application-integration/microsoftdynamics-crm.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and documentation within CRM. Your staff has visibility into all documents and data associated with accounts.
Scalable Data Systems http://www.scalable.com.au/products/ commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.
Apparel/Footwear Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI EDI your way: In-house control, Collaborative, or Outsourced. Total solution, AS2 and VAN for Lower Cost of Ownership. More documents and users than any other provider for NAV. Great references. Quick startup. RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. Sunrise Technologies http://www.sunriseconsult.com • 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/ • 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.
CuroGens, Inc. http://www.curogens.com • 317-815-8120 Vehicle Management System for Microsoft DynamicsŽ 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:
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Axapta
Great Plains
Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Chemials BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx • 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.
Consumer Packaged Goods Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
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.
Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 CPG Toolkit for Your Entire Organization • NO User/Seat Licensing Costs • Item & Customer Profitability • Multiple Scenario Analysis • Variance Reporting • Top-down/Bottom-up planning by skew, cust, category etc.
Cross Industry Solution
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.
Commodity Trades
Scalable Data Systems http://www.scalable.com.au/products/ commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.
Navision
WINTER 2015 | THEPARTNERCHANNEL.COM
Solomon
Flintfox International Limited http://www.flintfox.com • 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.
Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment. Best of breed built inside NAV replacing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.
Customer Relationship Management
Retail Management System
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 • 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!
Point of Sale
AssureSign LLC http://www.assuresign.com • 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.
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
D&B (Dun & Bradstreet) http://www.dnb.com/msdcrm • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 240M+ companies and 110M+ professional contacts, and includes real-time feeds social media, news and more. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 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. KEY:
Axapta
Great Plains
KTL Solutions, Inc. http://www.ktlsolutions.com • 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.
Greenshades Software
Liaison Software Corp
http://www.greenshades.com/ 888-255-3815 ext. 2 NEW: Greenshades Year End Forms With electronic distribution, print to blank paper and full automated mailing services, thousands of Greenshades clients make creation, distribution and electronic filing of 1099, W-2 and 1095-C forms hassle free.
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).
Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Greenshades Employee Services cuts the hassle out of paystubs, managing documents, and makes benefit signup easy. With our employee portal, keep processes easy, all in one place, and paperless.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
Higher Logic http://www.higherlogic.com • 202-360-4402 NEW: Connected Community The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems. Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes. Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses. 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.
Navision
Solomon
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.
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. Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.
Customer Relationship Management
Retail Management System
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!
Education Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close. Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-crm.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and documentation within CRM. Your staff has visibility into all documents and data associated with accounts.
Equipment Dealers Scalable Data Systems http://www.scalable.com.au • 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
SYCOR GmbH http://www.sycor-group.com/rental +49 551 490 2491 NEW: Sycor.Rental AX 2012 solution for individual & bulk rentals, trade of mobile goods. Full rental life cycle with key features: graphical scheduling, transport mgmt., service & maintenance, fleet mgmt., flexible billing methods, BI.
Finance/Banking AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. Isis, Inc. http://www.getpg.net • 804-762-4200 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 | WINTER 2015
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INDUSTRY
Ariett http://www.ariett.com • 781-826-1120 Enterprise Purchasing & Expense/ Azure Cloud/On Premise Requisition, PO Mgmt., AP Invoice Automation, Travel/Expense Reporting.
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.
INDUSTRY
Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.
Fleet 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 AX’s architecture. Increase revenue, profit margins and asset utilization. Business Systems Integrators
SYCOR GmbH http://www.sycor-group.com/fleet +49 551 490 2491 NEW: Sycor.Fleet AX 2012 solution for fleet management. Key features: graph. scheduling, transport mgmt., service & maintenance, vehicle data mgmt., vehicle history (costs, repairs, damage), BI & reporting, flexible billing methods.
Food and Beverage 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 • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors. Arbela Technologies http://www.arbelatech.com • 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 • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx • 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:
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Axapta
Great Plains
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Scalable Data Systems http://www.scalable.com.au/products/ commodity-trading-module • 425-931-9972 Commodity Trading Complete solution for Commodity Trading companies. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Mark to Market Reports, Track Costs and Accruals.
Computer Information Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
Vicinity Manufacturing
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care.
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.
InterDyn BMI http://www.erp4health.com • 866-264-3249 ERP4HealthŽ Financial Management Software powered by Microsoft Dynamics.
Gaming 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. Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide. Metafile Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Navision
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Solomon
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 NEW: pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.
Government Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses. Thomson Reuters, Tax and Accounting - Government http://tax.thomsonreuters.com/aumentum 866-471-2900 Thomson Reuters Aumentum Thomson Reuters Aumentum provides government revenue mgmt. solutions.
Government Contracting
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
Healthcare
Isis, Inc. http://www.getpg.net • 804-762-4200 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 • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes. Paramount Technologies 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. Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Vertical Solutions, Inc.
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.
Customer Relationship Management
Retail Management System
http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.
Point of Sale
Maintenance Management
High Tech and Electronics
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more. Red Maple http://www.redmaple.com • 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.
Sunrise Technologies http://www.sunriseconsult.com • 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.
Hospitality
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 NEW: pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.
Industrial Equipment 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 today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.
Axapta
Great Plains
Scalable Data Systems http://www.scalable.com.au • 425-931-9972 Enterprise Asset Management Maintain operations and ensure crucial assets are not offline. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis. Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.
Insurance
Home Furnishings
KEY:
eRPortal Software Group LLC mcaConnect http://mcaconnect.net • 866-622-0669 Microsoft Dynamics AX for Industrial Equipment Manufacturers Leveraging a clear manufacturing industry focus, mcaConnect provides innovative Dynamics AX solutions and services for mid-market and enterprisesize manufacturers, enabling clients to achieve competitive supremacy.
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. Scalable Data Systems http://www.scalable.com.au • 425-931-9972 Enterprise Asset Management Maintain operations and ensure crucial assets are not offline. Features: Scheduling, Failure Mgmnt, Warranty, Downtime and Maintenance Analysis.
Manufacturing 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.
AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Lean Manufacturing mcaConnect http://mcaconnect.net • 866-622-0669 Areteium from mcaConnect Our Lean Enterprise solution bridges the gap between ERP and Lean. Backed by our breakthrough Lean toolkit, Areteium, we enable clients to make data-driven decisions to improve processes and enhance profitability.
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. Perceptive Software https://www.perceptivesoftware.com /products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.
Navision
Solomon
Arbela Technologies http://www.arbelatech.com • 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 • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx • 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.
Customer Relationship Management
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 • 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.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 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 today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. HighJump Software http://www.highjump.com 800-328-3271 ext. 2201 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers. Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Retail Management System
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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 today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.
INDUSTRY
Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as components or finished goods. Gain control. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation. Perceptive Software https://www.perceptivesoftware.com /products/perceptive-interact/ application-integration/microsoftdynamics-crm.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and documentation within CRM. Your staff has visibility into all documents and data associated with accounts. RF-SMART http://ax.rfsmart.com • 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 • 425-931-9972 Procurement for Manufacturing Procurement of raw materials for manufacturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.
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Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Sunrise Technologies http://www.sunriseconsult.com • 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.
Metafile Information Systems, Inc.
KEY:
Pharmaceuticals
http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.
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.
KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE MediaPitch™ KORE MediaPitch™ is the media industry’s leading platform for transforming a generic CRM into a media sales powerhouse.
Paramount Technologies
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
Sierra Workforce Solutions
Horizons International
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
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.
Non-Profit Organizations Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
Oil and Gas 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 • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media trafficking.
Navision
WINTER 2015 | THEPARTNERCHANNEL.COM
Solomon
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.
Panatrack, Inc. http://www.panatrack.com • 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.
Professional Services
Computer Information Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
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 & interdepartmental capabilities.
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Remote Inventory Accelerator Web-based self-service application for tracking customer inventory stored at your site.
Rockton Software http://www.rocktonconnect.com • 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM online specifically for professional service organizations.
mcaConnect http://ax4energy.com • 877-244-6980 AX4energy Oil & Gas Solutions AX4energy provides a package of software and services designed for Oilfield Services companies and Downstream/ Upstream operations. Includes Upstream Exploration & Production and Joint Venture Accounting.
Customer Relationship Management
Retail Management System
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
Point of Sale
Software
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.
Channeltivity http://www.channeltivity.com/partnerrelationship-management/ • 877-226-2564 NEW: Channeltivity PRM Software Channeltivity is a channel management & PRM software solution.
Restaurant Sypnio Software http://www.sypnio.com • 815-656-4000 NEW: Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Retail Arbela Technologies http://www.arbelatech.com • 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!
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. HighJump Software http://www.highjump.com 800-328-3271 ext. 2201 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers. Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽSuite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Metafile Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation. Panatrack, Inc. http://www.panatrack.com • 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 • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. Red Maple http://www.redmaple.com • 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. Red Maple http://www.redmaple.com • 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. Sypnio Software http://www.sypnio.com • 815-656-4000 NEW: Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 Retail Toolkit for Your Entire Organization • NO User/Seat Licensing Costs • Integrated Store/Merch Planning • Ticket/item/employee detail • Corporate & Store level P&Ls • Inventory analytics/optimization • Product life-cycle management
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. Corporate Services http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent financial information to accurately run your business. D&B (Dun & Bradstreet) http://www.dnb.com/msdcrm • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 240M+ companies and 110M+ professional contacts, and includes real-time feeds social media, news and more.
Axapta
Great Plains
Navision
Solomon
Transportation NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.
Warehouse Management Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.
Software Manufacturers NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS. Red Maple http://www.redmaple.com • 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 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM online specifically for software companies.
Staffing/Recruiting Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.
KEY:
Sypnio Software http://www.sypnio.com • 815-656-4000 NEW: Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Customer Relationship Management
Retail Management System
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle. Blue Moon Industries http://www.bluemoonisv.com • 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 • 401-276-9000 Operations Core Help your backoffice work more effectively with your warehouse. eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 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.
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Publishing
INDUSTRY
HighJump Software http://www.highjump.com 800-328-3271 ext. 2201 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers. Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE WarehousingŠ Flexibility from basic to advanced functionality. Receiving, picking, shipping, realtime inventory in NAV via wireless devices. Also grows to license plating, serial no. tracking & production output registration. MT Mobility http://www.mt-mobility.com 641-753-5999 ext. 151 NEW: MT Mobility Mobile WMS integrating iOS app & rugged iOS device to extend Dynamics. NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.
Panatrack, Inc. http://www.panatrack.com • 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.
Sologlobe http://www.sologlobe.com 514-938-4562 ext. 206 NEW: Sologlobe Tier-1 Warehouse Management & Manufacturing Execution for complete inventory control and operational efficiency. Our web based solution is scalable & highly flexible with seamless integration using Web Services. Tasklet Factory http://www.taskletfactory.com +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. Tasklet Factory http://www.taskletfactory.com +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. 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 ExcelLinkexport/import to CSV files.
Wholesale Trade: Durable Goods Blue Moon Industries http://www.bluemoonisv.com • 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 • 401-276-9000 Operations Core Help your backoffice work more effectively with your warehouse. Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit. Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.
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 • 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
Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Flintfox International Limited http://www.flintfox.com • 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.
Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide. Scalable Data Systems http://www.scalable.com.au/products/ landed-cost-module • 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.
Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.
Learn why Karen with ChargeLogic likes The List: “The List provides a fast and easy way for Microsoft Dynamics users to find the perfect solutions to fit their needs. All the leading solutions are there in one place. Having access to The List on your mobile device makes finding what you need easy no matter where you are—at the airport, in a meeting, or on the road.� Karen Tran ChargeLogic
KEY:
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Customer Relationship Management
Retail Management System
Point of Sale
Horizontal Accounting
Analytics
Automation
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 NEW: pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.
Arbela Technologies http://www.arbelatech.com • 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!
Brite Global, Inc. http://www.briteglobal.com/exchangesync 310-494-9699 ext. 4 Microsoft Dynamics CRM to Exchange Sync Synchronize and automate CRM lists and contacts with Microsoft Exchange.
Perceptive Software https://www.perceptivesoftware.com /products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.
Rockton Software http://www.rocktonconnect.com • 877-476-2586 Rockton Connect Accounting built inside Microsoft Dynamics CRM online.
AIM Technologies http://www.aim-technologies.com/ acadashboard.html • 888-234-0428 The ACA Dashboard Complete solution for proactive management and reporting for compliance with the Affordable Care Act.
Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList • 888-255-3815 ext. 2 NEW: Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.
Sypnio Software http://www.sypnio.com • 815-656-4000 NEW: Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
KEY:
Axapta
Great Plains
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. Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Application Lifecycle Management
Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio ALM Toolkit Application lifecycle management for Dynamics CRM solutions and data.
Asset Maintenance/MRO/ EAM eRPortal Software Group LLC 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.
Backup & Recovery Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard PG will backup your PCs and Servers across your entire organization.
Barcode Data Collection
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 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 • 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 • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets. RF-SMART http://ax.rfsmart.com • 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
deFacto Global, Inc.
Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.
Navision
Solomon
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One� Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.
Customer Relationship Management
Retail Management System
Perceptive Software https://www.perceptivesoftware.com /products/perceptive-interact/applicationintegration/microsoftdynamics-ax.html 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.
Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 Budgeting & Planning ToolKit for Your Entire Organization • NO User/Seat Licensing Costs • Financial & Sales Planning • Procurement Planning • Trade Management • Secure input, consolidation, and Versioning; top-down/bottom-up
Business Intelligence
Client Strategy Group http://www.csgax.com • 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 Microsoft 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/msdcrm • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 240M+ companies and 110M+ professional contacts, and includes real-time feeds social media, news and more.
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Affordable Care Act Reporting
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.
mc² http://www.mc2software.com • 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.
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.
Business Process Management deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One� Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Affordable.
Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/ Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.
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. docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Halo Business Intelligence
HORIZONTAL
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.
http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile. Sunrise Technologies
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. Metafile Information Systems, Inc.
http://www.sunriseconsult.com • 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.
Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 Business Intelligence Plus Toolkit for Your Entire Organization • NO User/Seat Licensing Costs • Dynamic Cubes (GL/Profit/&More) • Web-based Reporting • Dashboards • Admin Tools: Security/Scenarios/ Hierarchy/ & More
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation. Perceptive Software https://www.perceptivesoftware.com/ products/perceptive-interact/ application-integration/microsoftdynamics-ax.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics AX Interact for Microsoft Dynamics AX brings integrated document capture and retrieval technology to the AX environment. Locate relevant content quickly and easily based on a customerdefined folder hierarchy.
Check Printing Liaison Software Corp
ZAP http://www.zapbi.com • 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.
KEY:
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Axapta
Great Plains
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
Navision
WINTER 2015 | THEPARTNERCHANNEL.COM
Solomon
MHC Software, Inc.
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.
Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check FactoryŽ Visual Series is a MICR check and forms printing software solution designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.
Collaboration Platform
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.
Arbela Technologies http://www.arbelatech.com • 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! Greenshades Software
Higher Logic http://www.higherlogic.com • 202-360-4402 NEW: Connected Community The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.
Commissions
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. Flaum Technologies Inc. http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impossible" commission plans. Red Maple http://www.redmaple.com • 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.
Customer Relationship Management
Retail Management System
http://www.greenshades.com/ 888-255-3815 ext. 2 NEW: Greenshades Year End Forms With electronic distribution, print to blank paper and full automated mailing services, thousands of Greenshades clients make creation, distribution and electronic filing of 1099, W-2 and 1095-C forms hassle free. Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList • 888-255-3815 ext. 2 NEW: Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA. Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Products Simplify and automate payroll tax requirements. Whether you have employees in one state or all 50, we help make filing and payment requirements easy and worry free with our Tax Filing Center and Payroll Tax Service. Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your institution to meet the stringent regulations and auditing guidelines including Sarbanes Oxley, FINRA and more.
Point of Sale
Customer Relationship Management Gorilla Expense Rockton Software http://www.rocktonsoftware.com 877-476-2586 Auditor Changes happen. Now you have a way to track them all. Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.
Sypnio Software http://www.sypnio.com • 815-656-4000 NEW: Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Cost Accounting
http://www.crgroup.com • 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 • 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Multiple Credit Card Integrations, Approval, Reconciliation & Receipts. Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Credit Card Payments, powered by Mercury 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.
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
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.
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 • 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.
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 today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulfill PCI requirements. Nodus Technologies, Inc. http://www.nodus.com • 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. Red Maple http://www.redmaple.com • 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. Red Maple http://www.redmaple.com • 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.
mcaConnect http://mcaconnect.net • 866-622-0669 CRM We are a global leader in delivering Dynamics CRM/XRM solutions. Our success is exemplified by multiple Microsoft Partner of the Year awards and numerous customer success stories. Perceptive Software https://www.perceptivesoftware.com/ products/perceptive-interact/ application-integration/microsoftdynamics-crm.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and documentation within CRM. Your staff has visibility into all documents and data associated with accounts.
Visionary Software Consulting, Inc. http://crm-rules.com • 877-276-1942 CRM Rules for Microsoft Dynamics CRM 2011 & 2013 Easily configure dynamic CRM forms. More powerful than Business Rules.
Axapta
Great Plains
Navision
Alba Spectrum Corporation http://www.albaspectrum.com • 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 Microsoft Dynamics CRM to Exchange Sync Synchronize and automate CRM lists and contacts with Microsoft Exchange.
D&B (Dun & Bradstreet) http://www.dnb.com/msdcrm • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 240M+ companies and 110M+ professional contacts, and includes real-time feeds social media, news and more. 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 COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 NEW: pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.
KEY:
Admiral Consulting Group http://www.admiral-west.com/solutions_ activeconnect.html • 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.
Solomon
Customer Relationship Management
Retail Management System
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Corporate Renaissance Group
http://www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corporate & personal credit card import, project accounting expenses, multi-currency, VAT/GST features, policy setup & '1-click' integration to GP, NAV, SL & AX
Data Integration
Data Management D&B (Dun & Bradstreet) http://www.dnb.com/msdcrm • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 240M+ companies and 110M+ professional contacts, and includes real-time feeds social media, news and more.
Distribution
HORIZONTAL
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
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 AX’s architecture. Increase revenue, profit margins and asset utilization. Blue Moon Industries http://www.bluemoonisv.com • 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 • 401-276-9000 Operations Core Help your backoffice work more effectively with your warehouse. Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.
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Axapta
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing. Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.
Arbela Technologies http://www.arbelatech.com • 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!
KEY:
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assembly & purchase order/assembly and disassembly.
Great Plains
KTL Solutions, Inc. http://www.ktlsolutions.com • 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.
Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide. NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS. 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 • 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.
Sologlobe http://www.sologlobe.com 514-938-4562 ext. 206 NEW: Sologlobe Tier-1 Warehouse Management & Manufacturing Execution for complete inventory control and operational efficiency. Our web based solution is scalable & highly flexible with seamless integration using Web Services.
Navision
WINTER 2015 | THEPARTNERCHANNEL.COM
Solomon
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 • 781-826-1120 Enterprise AP Document Management/Azure Cloud/On Premise Azure Cloud Document Service for AP invoice no touch processing. Computer Information Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
Liaison Software Corp 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).
Metafile Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation. MHC Software, Inc.
CuroGens, Inc. http://www.curogens.com • 317-815-8120 SharePoint Document Connector for Microsoft DynamicsŽ AX 2012 SharePoint Document Connector for Microsoft DynamicsŽ AX 2012 is a customized solution that enables companies to merge the best features of Microsoft SharePoint seamlessly with Microsoft DynamicsŽ AX 2012.
Customer Relationship Management
Retail Management System
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
Electronic Document Delivery (Email)/Faxing PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM. Perceptive Software https://www.perceptivesoftware.com/ products/perceptive-interact/ application-integration/microsoftdynamics-crm.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and documentation within CRM. Your staff has visibility into all documents and data associated with accounts.
E-commerce
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.
Malibu Commerce http://www.malibucommerce.com 213-891-0630 M-Connect and Magento E-Commerce is cheaper and easier than you think by using Magento with M-Connect. With seamless B2B and B2C integrations M-Connect and Magento provide customer self-service and streamline internal operations.
HighJump Software http://www.highjump.com 800-328-3271 ext. 2201 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank. Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank.
Avalara, Inc.
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.
Computer Pundits Corporation http://www.eCommerce21.com • 888-786-3487 eCommerce21Ž Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website. 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 • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.
KEY:
Axapta
Great Plains
Nodus Technologies, Inc. http://www.nodus.com • 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.
EDI AIM Computer Solutions, Inc. http://www.aimcom.com • 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.
Navision
Solomon
Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE - Advanced Commerce ERP EDI, ASN, Shipping, Carrier Manifest, Labels, Barcoding, TP Compliance, WMS, Forecasting & Replenishment. Best of breed built inside NAV replacing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide. Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 EDI VAN Let Lanham be your one stop for EDI. Van, maps, managed services. We won’t lock you in. Full function, fair price. Lower cost of ownership.
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. Scalable Data Systems http://www.scalable.com.au/ products/electronic-documentinterchange • 425-931-9972 EDI Streamline communications between customers/vendors. Key Features: Auto transfer between parties, Orders, Invoices, ASN’s & Multi location.
Customer Relationship Management
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. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal). m-hance Inc http://www.m-hance.com/us • 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 Rockton has made reporting so fast & easy you’ll want to send us flowers.
Electronic Signatures AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Expense Solutions Ariett http://www.ariett.com • 781-826-1120 Enterprise Travel & Expense Reporting/Azure Cloud/On Premise Mobile, Travel Requests, CC Integration, w/ Policy Mgmt., & Receipts.
Retail Management System
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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.
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.
HR Management
General Ledger
Corporate Renaissance Group Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline employee expense reimbursement with Dynamics.
eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workflow solution.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic Expense Management ReQlogic’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.
Field Service Management
FieldConnect, Inc. http://www.fieldconnect.com • 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect produces web-enabled tools for mobile field service automation. Work orders, timesheets, dispatch boards, quoting tools and customer portals integrate directly with Dynamics for maximum efficiency.
FieldOne Systems
HORIZONTAL
Gorilla Expense http://www.gorillaexpense.com 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corporate & personal credit card import, project accounting expenses, multi-currency, VAT/GST features, policy setup & '1-click' integration to GP, NAV, SL & AX.
Joesoftware Inc. http://www.joesoftware.com • 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.
http://www.fieldone.com • 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. Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.
Financial Services ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.
Fixed Assets 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.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.
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 • 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. Alba Spectrum Corporation http://www.albaspectrum.com • 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 • 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.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. Corporate Renaissance Group http://www.crgroup.com/reformatter 613-232-4295 NEW: CRG Re-Formatter CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GP™ after the initial installation. Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator GL, AR, AP for AA Copy-Paste-Import transactions with AA codes from Excel to Dynamics. Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics.
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Customer Relationship Management
Retail Management System
http://www.employee-performance.com 877-711-0367 emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX HR. Online performance reviews, 360° assessments, goal management, succession planning, pay-for-performance, reporting & social feedback.
Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Greenshades Employee Services cuts the hassle out of paystubs, managing documents, and makes benefit signup easy. With our employee portal, keep processes easy, all in one place, and paperless. Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList • 888-255-3815 ext. 2 NEW: Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA. 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 FTE’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.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and financial processes.
Paychex http://mystaffingpro.com • 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.
Point of Sale
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. mc² http://www.mc2software.com • 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.
m-hance Inc http://www.m-hance.com/us • 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.
Inventory Enhancement Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assembly & purchase order/assembly and disassembly. Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Quality Count Provides the most robust and complete physical inventory functionality. Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. 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.
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ASC Software http://www.ascsoftware.com • 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 • 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. Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as components or finished goods. Gain control. Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenishment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility.
Panatrack, Inc. http://www.panatrack.com • 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.
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Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx • 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 • 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 • 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.
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.
Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_ar_collections.aspx • 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.
Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning • 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.
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.
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. m-hance Inc http://www.m-hance.com/us • 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: • Requisitions • Goods receipt • Invoicing • Expenses • Approval app
Customer Relationship Management
Retail Management System
Scalable Data Systems http://www.scalable.com.au/products/ workforce-planning • 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 http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Labeling Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Label Formatter Formats customized and carrier labels inside the shipping system.
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Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany transactions or Binary Stream MEM from Excel to GP.
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.
Invoicing Enhancement
Manufacturing Enhancement
Multi-Entity Management
eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 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.
Arbela Technologies http://www.arbelatech.com • 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!
Horizons International
Occupational Health & Safety
MHC Software, Inc.
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Marshal Keep Operational Health and Safety records up-to-date and audit ready from the field or the office using Marshal.
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.
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.
HORIZONTAL
DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx • 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.
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. 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
Payables Enhancement
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.
Esker Inc http://www.esker.com • 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_positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank.
Marketing Automation
CoreMotives, a Silverpop company http://www.coremotives.com • 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 – all native within your CRM.
Mobility
ChargeLogic https://www.chargelogic.com/anywhere 877-292-2520 ChargeLogic Anywhere Mobile credit card processing that transfers orders & payments into NAV.
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 • 781-826-1120 Enterprise AP Invoice Automation/ Azure Cloud/On Premise Document Management w/Intercompany, 1099, New Vendor Management. Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. KEY:
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Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero. Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP. KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and payment terms directly to the 1st screen.
m-hance Inc http://www.m-hance.com/us • 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: • Requisitions • Goods receipt • Invoicing • Expenses • Approval app
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.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow. Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.
Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check FactoryŽ Visual Series is a MICR check and forms printing software solution designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.
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.
Customer Relationship Management
Retail Management System
Point of Sale
Payroll Enhancement
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. Greenshades Software http://www.greenshades.com/ 888-255-3815 ext. 2 NEW: Greenshades Year End Forms With electronic distribution, print to blank paper and full automated mailing services, thousands of Greenshades clients make creation, distribution and electronic filing of 1099, W-2 and 1095-C forms hassle free.
Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Products Simplify and automate payroll tax requirements. Whether you have employees in one state or all 50, we help make filing and payment requirements easy and worry free with our Tax Filing Center and Payroll Tax Service. 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-2‘s, managing complex payroll posting requirements/corrections, configuring overtime rules and more! Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_positive_pay.aspx • 804-762-4200 Positive Pay Perform Positive Pay from AP and Payroll to your issuing bank. Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx • 804-762-4200 401K Data Interchange Transmit your 401K collection data from Payroll electronically to your investment bank. KEY:
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Portals
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.
Adxstudio Inc. http://www.adxstudio.com • 800-508-7811 Adxstudio Portals Web portal application platform for Dynamics CRM Online, 2013 & 2011.
KTL Solutions, Inc. http://www.ktlsolutions.com • 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 • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals. Experlogix, Inc. 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 today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Greenshades Employee Services cuts the hassle out of paystubs, managing documents, and makes benefit signup easy. With our employee portal, keep processes easy, all in one place, and paperless.
Pricing Flintfox International Limited
Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Sikich http://www.ExcelIntegrator.com 260-485-0665 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.
Sypnio Software http://www.sypnio.com • 815-656-4000 NEW: Sypnio ACA Reporting Don’t leave Microsoft Dynamics GP to manage the toughest aspects of employer reporting under the Affordable Care Act. Get the GP Payroll add-on that gives you all-out ACA tracking for eligibility and affordability.
Navision
Solomon
http://www.flintfox.com • 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.
Procurement Management Ariett http://www.ariett.com • 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 • 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. Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenishment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility. 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 • 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: • Requisitions • Goods receipt • Invoicing • Expenses • 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 • 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.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workflow.
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Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Greenshades Employee Services cuts the hassle out of paystubs, managing documents, and makes benefit signup easy. With our employee portal, keep processes easy, all in one place, and paperless.
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.
Product Lifecycle Management QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Production Planning Scalable Data Systems http://www.scalable.com.au/products/ advanced-production-schedulingmodule • 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 • 425-931-9972 Procurement for Manufacturing Procurement of raw materials for manufacturing with integrated MRP. Key Features: Contracts, Bulk Logistics, Allocations, Risk Management – Position, ForEx, Futures Hedging, Track Costs and Accruals.
Productivity
HORIZONTAL
Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard Audit your users and ensure they are productive in their work. Locate inefficiencies and take proactive steps to increase productivity.
Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profit by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg. 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 • 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 • 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.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to effectively integrate and streamline purchase requisition processing with Dynamics.
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 • 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 • 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: • Requisitions • Goods receipt • Invoicing • Expenses • Approval app
Purchase Order Processing Enhancement Paramount Technologies
Rockton Software http://www.rocktonsoftware.com 877-476-2586 SmartFill Find information up to 83% faster with Rockton’s quick and easy google-style data 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.
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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 • 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 • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.
Navision
WINTER 2015 | THEPARTNERCHANNEL.COM
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 • 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 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
Quality Control
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.
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 • 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 • 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_ar_collections.aspx • 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.
Nodus Technologies, Inc. http://www.nodus.com • 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 • 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-addons/national-accounts/ • 407-660-0059 National Accounts for Microsoft Dynamics SL Easily track & apply payments for customer parent/child relationships.
Stanley Stuart Yoffee & Hendrix, Inc. http://www.ssyh.com/products/ssyh-add-ons/ ar-collections-manager/ • 407-660-0059 AR Collections Manager for Microsoft Dynamics SL Automates time-consuming collection activities and improves cash flow.
Reconciliation
m-hance Inc http://www.m-hance.com/us • 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.
m-hance Inc http://www.m-hance.com/us • 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 • 617-401-3341 Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP.
Reporting
Adra Match http://www.adramatch.com +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match. By using three information sources - the payment file, open invoices and the customer register - the system matches all incoming payments.
Adra Match http://www.adramatch.com • +44 207 868 5171 ACCOUNTS – 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.
deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One� 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.
Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/ Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP.
Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis. KEY:
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KTL Solutions, Inc. http://www.ktlsolutions.com • 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 Rockton has made reporting so fast & easy you’ll want to send us flowers.
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.
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. Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Credit Card Payments, powered by Mercury 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. Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.
Customer Relationship Management
Retail Management System
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 today’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 • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP. Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application. KTL Solutions, Inc. http://www.ktlsolutions.com • 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.
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).
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Adra Match http://www.adramatch.com +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumbersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with Balancer.
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. http://www.isissoftware.com/enha/ isis_sl_cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis.
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.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. Red Maple http://www.redmaple.com • 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 Manage nearly every pricing situation you can think of, and a bunch you haven’t.
HORIZONTAL
Security
Arbela Technologies http://www.arbelatech.com • 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! Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your business to better secure your users & network. KTL Solutions, Inc. http://www.ktlsolutions.com • 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 Changes happen. Now you have a way to track them all.
Rockton Software http://www.rocktonsoftware.com 877-476-2586 Dynamics GP Toolbox 25 helpful tools in one convenient package? Just when you thought it couldn’t get any better.
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Shipping/Manifesting Arbela Technologies http://www.arbelatech.com • 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!
Blue Moon Industries http://www.bluemoonisv.com • 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.
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking. Lanham AssociatesŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Seamlessly simple shipping built inside NAV. Ship from sales order thru manifest. Carriers, packing, labeling, intl, BOL, LTL. Automatic ASNs. NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.
Supply Chain Management Arbela Technologies http://www.arbelatech.com • 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!
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Solomon
Arkieva http://www.arkieva.com • 302-738-9215 (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler. 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 • 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.
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 AX’s architecture. Increase revenue, profit margins and asset utilization.
Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. HighJump Software
Retail Management System
NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS. Panatrack, Inc. http://www.panatrack.com • 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 • 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.highjump.com 800-328-3271 ext. 2201 EDI and WMS Solutions from Highjump EDI and Warehouse Management Solutions for Microsoft Dynamics that streamline the flow of inventory & information from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.
Customer Relationship Management
Lanham AssociatesÂŽ http://www.lanhamassoc.com 678-379-4200 ext. 105 Supply Chain Solutions Seamlessly simple Shipping, Inventory Management, WMS, & EDI Compliance. Best of Breed built inside NAV. More than 110,000+ users worldwide.
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.
Point of Sale
Isis, Inc.
Trade Promotion Management
Time and Attendance
http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_cash_basis.aspx • 804-762-4200 Cash Basis Accounting Report Financial GL data on both the Accrual Basis and Cash Basis. Isis, Inc. http://www.isissoftware.com/enha/isis_sl_ expanded_master_info.aspx • 804-762-4200 Expanded Master Information Easily add more user fields for Vendors, Customers, Employees, Inventory, & Projects. Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_apar_refunds.aspx • 804-762-4200 AP-AR Refunds Save time by generating refunds between Accounts Payable and Accounts Receivable or bring balances to zero.
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!
http://www.greenshades.com/ 888-255-3815 ext. 2 NEW: Greenshades Year End Forms With electronic distribution, print to blank paper and full automated mailing services, thousands of Greenshades clients make creation, distribution and electronic filing of 1099, W-2 and 1095-C forms hassle free. Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Products Simplify and automate payroll tax requirements. Whether you have employees in one state or all 50, we help make filing and payment requirements easy and worry free with our Tax Filing Center and Payroll Tax Service.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.
System and Network Management Isis, Inc. http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.
Tax
m-hance Inc http://www.m-hance.com/us • 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.
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. Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CAD payroll. 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 & interdepartmental capabilities.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralŽ 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 • 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 • 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 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.
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Great Plains
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.
Navision
Solomon
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Customer Relationship Management
Retail Management System
Flintfox International Limited http://www.flintfox.com • 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.
Travel Expense Management
Gorilla Expense http://www.gorillaexpense.com • 877-973-6737 Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corporate & personal credit card import, project accounting expenses, multi-currency, VAT/ GST features, policy setup & '1-click' integration to GP, NAV, SL & AX
Warranty and Claims Management Red Maple http://www.redmaple.com • 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. Vertical Solutions, Inc. http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.
Workflow / Notifications Alba Spectrum Corporation http://www.albaspectrum.com • 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 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.
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Isis, Inc. http://www.isissoftware.com/enha/ isis_sl_ar_collections.aspx • 804-762-4200 AR Collections Automate your AR Collections securely and track all history. Track and report your collectors work. Scales from 1 collector to 1000's.
Greenshades Software
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition. DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Workflow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workflows integrated with Dynamics GP, NAV and CRM.
MHC Software, Inc.
Esker Inc http://www.esker.com • 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 217-732-3737 ext. 0203 U-LINCŽ, 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.metaviewer.com • 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.
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.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.
Red Maple http://www.redmaple.com • 972-980-6963 Red Maple's Advanced Workflow Email Client Adv. Workflow Email Client allows you to approve, reject or redirect workflows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. Workflow is required. Red Maple http://www.redmaple.com • 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.
Perceptive Software https://www.perceptivesoftware. com/products/perceptive-interact/ application-integration/microsoftdynamics-crm.html • 800-941-7460 NEW: Perceptive Software Interact for Microsoft Dynamics CRM Perceptive’s fully integrated Interact for Microsoft Dynamics CRM provides better access to information and documentation within CRM. Your staff has visibility into all documents and data associated with accounts.
Services .NET Development
Application Service Provider/Hosting
Alba Spectrum Corporation http://www.albaspectrum.com • 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.
SERVICES
Isis, Inc. http://www.isisinc.com • 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 • 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.
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MG Technology Group http://www.mgtechgroup.com/about-us/ partner-program/ • 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.
Navision
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Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™â€? Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 NEW: pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.
Customer Relationship Management
Retail Management System
RoseASP http://www.roseasp.com • 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.
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.
Business Portal Development DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.
Point of Sale
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.
RoseASP http://www.mygpcloud.com • 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.
Cloud Computing
Data Resolution, LLC http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.
Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™â€? Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!
pasUNITY http://pasunity.com/Main/cloud.aspx 301-762-8208 ext. 282 NEW: pasUNITY Custom Cloud Host Dynamics GP using our custom cloud or use our white label custom cloud and your branding. Your customer, your brand, our infrastructure.
Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.
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.
Alba Spectrum Corporation http://www.albaspectrum.com • 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 • 401-276-9000 Custom Development Services Fixed prices & over 10 years of experience in custom development work. Isis, Inc. http://www.isisinc.com • 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 • 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. NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.
Great Plains
D&B (Dun & Bradstreet) http://www.dnb.com/msdcrm • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 240M+ companies and 110M+ professional contacts, and includes real-time feeds social media, news and more.
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Implementation Services 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.
Demand Generation
Navision
Solomon
D&B (Dun & Bradstreet) http://www.dnb.com/msdcrm • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 240M+ companies and 110M+ professional contacts, and includes real-time feeds social media, news and more.
Dexterity Development Alba Spectrum Corporation http://www.albaspectrum.com • 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 • 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 • 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
Brite Global, Inc. http://www.briteglobal.com 310-494-9699 ext. 4 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 • 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 • 804-762-4200 Isis Consulting 15+ years of experience in implementing Dynamics Solutions. NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS. Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Point of Sale THEPARTNERCHANNEL.COM | WINTER 2015
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SERVICES
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Axapta
Data Services
Sierra Workforce Solutions
Custom Development
Sierra Workforce Solutions
KEY:
WilloWare, Inc. http://www.willoware.com 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.
Managed Services
Member Organizations Dynamic Communities
mcaConnect http://mcaconnect.net • 866-622-0669 Managed Services for AX mcaConnect customers utilize our industry experts to maximize resources and AX ROI. Our proactive and disciplined approach makes processes repeatable and predictable. Includes AO, Optimization, and Reporting. 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.
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. ERP Software Blog http://www.groupbloggers.com • 888-800-0999 NEW: ERP Software Blog/ CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads.
OnDemand Trials
Market Research D&B (Dun & Bradstreet) http://www.dnb.com/msdcrm • 952-393-3773 D&B360 for Microsoft Dynamics D&B360 integrates with Dynamics CRM, giving users access to continually updated business data on 240M+ companies and 110M+ professional contacts, and includes real-time feeds social media, news and more.
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 • 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.
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.
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.
Sales Tax Management Service
SERVICES
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.
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Axapta
Great Plains
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.
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 • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.
Social Media The Partner Marketing Group http://www.thepartnermarketinggroup.com 732-237-8795 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 • 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 • 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.
Strategic Services
Tornado Marketing, Inc.
KEY:
Training
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
WINTER 2015 | THEPARTNERCHANNEL.COM
Solomon
mcaConnect http://www.mcaconnect.net • 866-622-0669 mcaConnect Strategic Services Strategic Services allow our clients to strategically leverage technology to achieve competitive supremacy. Offerings include: business transformation, Lean/manufacturing excellence, and Strategic BI services.
Customer Relationship Management
Retail Management System
NMB Solutions http://www.nmbsolutions.ca • 800-563-1007 NEW: Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Integration for UPS and FedEx Dynamics AX 2012 R3 Multi Carrier Parcel and LTL Shipping Solution Integration: The NMB Solution Module is written using standard Dynamics AX objects and is designed to allow easy interaction with FedEx, DHL and UPS.
Upgrades 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.
Client Strategy Group http://www.csgax.com • 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 • 317-815-8120 Dynamics AX Upgrade Assessor for Microsoft DynamicsŽ AX In just minutes, Dynamics AX Upgrade Assessor for Microsoft DynamicsŽ AX will estimate costs for your company to upgrade to the most recent version of Microsoft DynamicsŽ AX, including the latest cumulative update.
InterDyn BMI http://www.interdynbmi.com • 866-264-3249 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.
Point of Sale
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Flavors
“Tell me and I forget. Teach me and I remember. Involve me and I learn.” – Benjamin Franklin
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