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DRIVING EFFICIENCYCREATING BETTER PROCESSES
LESSONS LEARNEDAT NAVUG SUMMIT 2014
Q4 2014 WWW.NAVUG.COM
DOING MOREWITH MICROSOFT DYNAMICS NAV
Q4 2014 www.navug.com
In Every Issue
5 From the Director
7 Events
8 Meet Your Peers
13 Welcome to Our New Members
14 Chapter News
15 On Topic
19 Academy Corner
22 Word Find
26 Name That Photo Contest
32 Spotlight on Robb Delprado
32 Find the Logo Contest
33 The NAV List, from The Partner Channel
Features
16 Member in Action Paula Cook
18 Tips & Tricks Multiple Uses for Account Schedules
20 Microsoft Member Showcase Marko Perisic
23 Summit Lessons to Drive Efficiency
24 Announcing NAVUG Summit 2015
27 Industry Showcase Retail
28 Where Did My Community Features Go?
29 Creating a Lean Business Process for Enhancements
30 ISV Partner Member Showcase k-eCommerce
DRIVING EFFICIENCYCREATING BETTER PROCESSES
LESSONS LEARNEDAT NAVUG SUMMIT 2014
Q4 2014 WWW.NAVUG.COM
DOING MOREWITH MICROSOFT DYNAMICS NAV
Advertiser Index
ABC Computers, Inc. . . . . . . . . . . . . . 11
Altec . . . . . . . . . . . . . . . . . . . . . . . . . . 17
ArcherPoint. . . . . . . . . . . . . . . . . . . . . . 2
Beck Consulting . . . . . . . . . . . . . . . . . . 6
Equisys, Inc. . . . . . . . . . . . . . . . . . . . . 12
k-eCommerce . . . . . . . . . . . . . . . . . . . 21
Lanham Associates . . . . . . . . . . . . . . . 4
Microsoft Convergence . . . . . . . . . . . . 7
NAVUG Summit 2014 Sponsors. . . . . 25
Sologlobe, Inc. . . . . . . . . . . . . . . . . . . 44
contents
Tweet It!
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#NAVUG.
Q4 2014 | 3
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Going to the Next Level...
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letterfrom the navug director
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Mark Rhodes
The theme of this issue of NAVUG™ Magazine is driving efficiency, and that is the
theme of our community, too. Ultimately, NAVUG exists to help its Members get
more out of their Microsoft Dynamics NAV system. Within these pages we have
great articles to that end, including our interview with Bob Buccigrossi about
how EBO Group identifies and incorporates opportunities for improvement with its system
as well as what first-time NAVUG Summit attendees Paula Cook and Adam Johnson took
home from the event experience in order to better their usage of Microsoft Dynamics NAV.
The magazine is one source among many to help you take your Microsoft Dynamics NAV
solution to the next level. If you haven’t visited our refreshed website yet, schedule some
time this week to meander through the resources (www.navug.com). There are thousands
of recordings, blog posts, slide decks, discussion threads, instructor-led classes, and much
more. We’re very proud of our recent progress in providing you a direct channel to Microsoft
for sharing how Microsoft Dynamics NAV can be enhanced or improved to increase your
efficiency. Check out the “I Love NAV” community on the website, and sign up for the
Microsoft ACE program, a brand-new opportunity for providing feedback on what’s being
developed for the next version. And finally, we always want to hear from you regarding which
topics you want to learn more about through training, webinars, meetings, etc.; just drop us
a note at [email protected].
In closing, during this holiday season, let’s remember those less fortunate and make sure we
give back in a meaningful way. And especially, let’s spend quality time with friends and family,
and focus on the truly important things in life.
In honored service of your community,
Mark Rhodes
NAVUG Director
To the
Next Level...
and Beyond
Q4 2014 | 5
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bcedi.com bcpns.com
Connect to the largest full-service EDI cloud platform and get back to growing your business.
eventssessions meetings courses
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The event calendar on www.navug.com and the weekly NAVUG™ Event Guide are your best sources for the latest NAVUG event
information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting
NAVUG event.
NAVUG Summit 2015
October 14-16 | Reno, Nevadawww.navugsummit.com/reno
Academy Courses
For a complete list of NAVUG Academy courses, please visit
www.navug.com and click on “Learn & Engage” and then
“NAVUG Academy”.
Chapter Meetings
For a complete list of chapter meetings in your area, please
visit www.navug.com and click on “Learn & Engage” and then
“Attend a Local Meeting”.
Where business leaders gather.Explore solutions. Create opportunities. Make connections. Microsoft Convergence is the place to address your most important business challenges so you can return to work feeling energized and confident!
Atlanta, GeorgiaMarch 16–19, 2015
Register Nowwww.microsoft.com/convergence
Q4 2014 | 7
leadersmeet your navug leaders
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scheduling specialist
Cost Control Software
Primary area of expertise: Identifying the right solutions for Microsoft Dynamics NAV clients
What did you enjoy most about presenting at NAVUG Summit?
The interactions with Microsoft Dynamics NAV-focused people.
Everyone I met was open about their use of the solution and shared
their own viewpoint. It was great to see a group of strangers sharing
their experiences with one another.
Ben Baxter
NAVUG™ Summit 2014 included presentations from numerous first-time presenters. These individuals
stepped up to deliver content that helped others in the Microsoft Dynamics NAV community at
NAVUG Summit and beyond. Here we share more about their primary area of expertise as well as
what they enjoyed most about their NAVUG Summit experience.
scheduling expert
Cost Control Software
Primary area of expertise:Manufacturing and scheduling as well as the sale, implementation,
and training of PlannerOne, a planning, scheduling, and resource
planning component for Microsoft Dynamics NAV
What did you enjoy most about presenting at NAVUG Summit? Knowing there were a lot of people that attended NAVUG Summit
looking for solutions to the problems they were facing. I attended
quite a few of the manufacturing-related sessions that took place
prior to our presentation, and one of the topics that came up often
was “scheduling”.
Cory Kerchner
CEO
Catapult
Primary area of expertise:Long-term support and managed services for Microsoft Dynamics
NAV and Microsoft Dynamics CRM
What did you enjoy most about presenting at NAVUG Summit? One of the most satisfying things about this experience was the
quality of conversations, whether they were my own or those I
overheard in the hallways. There are a lot of really bright people in
the Microsoft Dynamics NAV world, and events like Summit let us
all tap into that.
Elliot Fishman
8 | NAVUG Magazine
senior solution architect
Catapult ERP Services Inc.
Primary area of expertise:Technical aspects of Microsoft Dynamics NAV implementations;
business analysis and system architectural design as well as
application consulting
What did you enjoy most about presenting at NAVUG Summit? Sharing the ideas and chatting with the Users about their
challenges. It’s a great learning experience being asked questions
during and after the presentation.
Jeff Tang
program manager
Microsoft
Primary area of expertise:Cloud computing and business intelligence
What did you enjoy most about presenting at NAVUG Summit?
Getting to meet our Customers and having delightful conversations
with the people who pay our salaries!
Jonathan Davis
senior ERP consultant
Solution Systems, Inc.
Primary area of expertise:Microsoft Dynamics NAV requirements analysis and solution
design (financial management, manufacturing, service, and
distribution)
What did you enjoy most about presenting at NAVUG Summit?
I really enjoyed providing real-world (“not in the book”)
recommendations to existing Microsoft Dynamics NAV Users on
how to setup and use the solution. Knowing that I’ve hopefully
helped to make their daily work lives easier and more productive
is truly satisfying.
Ken Sebahar
MVP, Microsoft Dynamics NAV
Brummel Dynamics Services
B.V.
Primary area of expertise:Software architecture and upgrades
What did you enjoy most about presenting at NAVUG Summit?The enthusiasm of everyone and spending time at the “I Love
NAV” booth talking about my new book.
Mark Brummel
Q4 2014 | 9
senior managing BI consultant
Sikich
Primary area of expertise:Business intelligence solutions for Microsoft Dynamics
What did you enjoy most about presenting at NAVUG Summit? Sharing ideas for improving the flow of information across
organizations with many knowledgeable individuals.
Matt Pluster
director of information
technology
Rogers Family Co.
Primary area of expertise:Aligning technology with business goals and delivering positive
results
What did you enjoy most about presenting at NAVUG Summit?Giving back to the community and providing real-world examples
that will hopefully help the audience maneuver through their
projects.
Matthew McGinley
usability consultant, CEO
Roletailors.com ApS
Primary area of expertise:Usability consulting and business process optimization
What did you enjoy most about presenting at NAVUG Summit? Sharing my experiences and best practices with “real” Users of
Microsoft Dynamics NAV. I received great feedback by attending
a great show.
Niels-Erik Hansen
senior managing consultant
Sikich LLP
Primary area of expertise: Microsoft Dynamics NAV development
What did you enjoy most about presenting at NAVUG Summit? Sharing what I have learned about Microsoft Dynamics NAV with
others, especially when they let me know they would be able to
take their new knowledge and apply it when they get back to the
office.
Ron Skalski
10 | NAVUG Magazine
principal consultant
Socius
Primary area of expertise: Microsoft Dynamics NAV Manufacturing, Warehousing, Trade
and Inventory, and Service Management
What did you enjoy most about presenting at NAVUG Summit? The knowledgeable audience and their active participation in
asking the right questions. Also, the infrastructure and facility
were excellent.
Venkatesh Kesavan
“I really enjoyed
providing real-
world (“not
in the book”)
recommendations
to existing
Microsoft
Dynamics NAV
Users on how to
setup and use the
solution.”
Q4 2014 | 11
Zetadocs for NAV is a ready-made, document management add-on designed specifically for Microsoft Dynamics® NAV. Zetadocs offers out-of-the box functionality and customizable options, allowing NAV users to build a true paperless solution that is designed around their particular business needs or budget. Eliminate time-consuming, costly and cumbersome paper-based processes with Zetadocs for NAV.
Why Zetadocs for NAV?> Saves time and costs by producing, sending, filing and automating document retrieval
> Improves customer service by helping finance, sales and customer service teams respond more quickly to inquiries by having everything on screen
> Reduces carbon footprints by cutting the amount of paper printed, stored and delivered
> Zero client-side software deployment options
> New cloud services for modern mobile working
Visit our website or contact us today to learn more about the Zetadocs suite. www.zetadocs.com | 770.772.7201
Zetadocs for NAVDelivering More Choice
Capture Deliver
Share
Approve
© Equisys Inc 2014. All trademarks acknowledged. All information accurate at time of publication.
Zetadocs now supports more deployment options – document archival to network folders and NAV Web client support
BLC Textiles
British School
of Outdoor
Education
Collectors Universe,
Inc.
Crest Healthcare
Supply
Earth Island/Follow
Your Heart
Endicia
Falck
Foveon, Inc.
Hans Jensen
Transport &
Spedition
Hewitt Lifts, Pontoon
Legs & Roll-A-
Dock
InMotion
Entertainment
Innotek Corporation
JEROS A/S
K&R Industries, Inc
KaTom Restaurant
Supply
Mariposa Dairy Ltd
Marshall Wolf
Automation
MediLogix, LLC
Metal Master Sales
Corp
National Institute
of Construction
Management
and Research
(NICMAR)
Nissin Foods GmbH
ONICON
Incorporated
Ordered Motion
Systems, Inc.
PCM INC.
Pcubed
PermaPlate
Company, LLC
Philadelphia
Scientific LLC
Power Plus
Prince & Izant
PT SERVIER
INDONESIA
Qatalys
Quaker Maid Meats,
Inc.
Satellite Shelters,
Inc.
St. James Winery
Thermo King West
Pty Ltd
Transmin Pty Ltd
Vintage Stock, Inc
Welcome to one
of our newest
Members...
Transmin
Transmin (www.transmin.com.au) is a leader in
providing engineered solutions for bulk materials
handling and processing equipment throughout the
world. Established in 1987 and headquartered in Perth,
Australia, Transmin has a presence in Australia, Brazil,
and South Africa. The company prides itself on providing
innovative quality solutions to its clients who are
predominantly in the mining and minerals processing
sectors. Transmin is committed to being a world-class
supplier and service provider that is recognized through
integrity and innovation.
“Transmin has used Microsoft Dynamics NAV since
2008, and we want to optimize the use of the software in
our organization. NAVUG offers access to collaboration
with other Users, training, and high-quality webinars
that will help us achieve more with our solution,” says
Bhavesh Kotecha, financial controller at Transmin.
“We would like to take a leading hand in being one of
the first companies in Australia to work with NAVUG
and hopefully establish a local chapter here in the near
future.” NAVUG
New NAVUG User
Members
Cobalt
Gilbert & Associates
Perfion
New NAVUG Partner
Members
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Welcome to the new Members who have invested in NAVUG™
User and Partner membership this year! Each new Member
adds value not only to their own organization, but also to the
entire NAVUG community as they share their knowledge and
experiences.
Q4 2014 | 13
Chapters to LAUNCHCHAPTER Community PagesJoin your chapter to network with Members in your area and hear the latest about upcoming chapter meetings and events.
www.navug.com/chapter
United States and Canada Western and Eastern Canada, Southern California, Georgia, Illinois, and Wisconsin
EuropeUnited Kingdom, Sweden, and Germany
@
newsc h a p t e r n e w s
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Ignite Leadership Training» Tuesday, October 14
» All-day training, keynote speakers, and
roundtable discussion
» Valuable networking and best practices for
chapter meetings
» 50-70 chapter leaders from all User Groups
» Guest speakers: Andy Hafer, Hal Howard, and
Chris Elmore
SUMMIT RECAPChapter Luncheon» More than 2,800 attendees
» Local networking
Overall» Connected with 120+ chapter leaders
» Many new chapters popping up
» Contact us to join the leadership team or
launch a new chapter in your area
CONTACTOnika Allen [email protected]
NAVUG™ chapters are beginning
to take shape around the world,
and we are thrilled to offer
this additional benefit to our
Members. To keep up with the
growth, please bookmark www.
navug.com/chapter and return
often. Hopefully you’ll find a
local chapter near you and join
the community site to network
with local Members and receive
important meeting updates.
14 | NAVUG Magazine
topicon
...with NAVUG™ Members
We reached out to the NAVUG community with this question: “How has Microsoft Dynamics NAV supported the growth of your business and systems?” Here’s what we heard.
Steven Chinsky program/project manager – finance | Quidsi [email protected]
The process I use for identifying new opportunities for
improvement to leverage Microsoft Dynamics NAV is:
Monthly review of all processes and pain to staff
Vendor/Customer support improvements
Cost savings (both FTE and work/life balance) on automating
processes internally and externally
We have added solutions over the last two and a half years to
support more integrations and processes, including:
Automated bank reconciliation twice a week
Wire transfer and positive pay automation with our bank
AMEX and Chase integration for corporate credit card
program processing
ExpenseWatch integration for expense report processing
Automated import of spreadsheets from multiple external
systems to create journal entries, sales invoices, and purchase
credit memos
Microsoft Dynamics NAV security for SOX compliance
Veronica Woo ERP enterprise manager | AMCOL International [email protected]
Microsoft Dynamics NAV has enabled AMCOL to deploy an
ERP system in our three major business segments and 14 countries
across North America, EMEA, and APAC. This allows us to
standardize similar processes in each segment and leverage shared
knowledge globally. Furthermore, with accounts receivable and
payables transactions in multi-currencies, we are able to manage
our Microsoft FRx exposure and contain FRx costs and risks using
integration with FiREapps, a FRx analytical software.
Victor Diercksen director of business technology | PermaPlate Inc. [email protected]
We have made Microsoft Dynamics NAV the centerpiece of our
growing business. The ease of programming and robust nature
of XML web services functions have allowed us to fully integrate
Microsoft Dynamics NAV to multiple external systems, some off
the shelf and some custom. This enables us to create a unique
business offering and a higher quality of customer service,
which has become the cornerstone of our marketing and sales
activities. It is reassuring to know that our business opportunities
are not limited by our ERP or IT systems. NAVUG
3
1
2
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Q4 2014 | 15
With more than 25 years in the technology field along with invaluable experience
in the U.S. Navy, Paula Cook, a Microsoft Dynamics NAV programmer at
The Ken Blanchard Companies, epitomizes teamwork and tenacity.
Paula started her naval career at a time when women had to volunteer to
go on ship. She was one of the first 72 women aboard alongside 380 men.
“It all came down to teamwork. Being on a floating vessel in the middle of the ocean, it simply has to
run as a well-oiled machine! We were successful together.” Paula continues, “It also helps to have a bit
of innate tenacity; if you don’t have what you need, you need that ‘get up and go’ to get at it.” Being
one of 14 children in her family, Paula definitely knows a thing or two about teamwork and tenacity.
It was during her three years in the service where her technology career got its start. Paula worked
in data processing with computers that were taller and wider than she was. While attending the Naval
Postgraduate School in Monterey, California, she worked with Army colonels on voice analysis,
“training” computers to recognize voice intonations. She received her degree in computer science
while at the Naval Postgraduate School. From there, Paula says, “The rest is plain old experience. The
beauty of the service is gaining that hands-on experience you learn from each other, not from a book.”
Traveling the world while in the Navy greatly contributed to that experience, giving Paula profound
memories. “Travel is an education,” she says. “All your senses are put in motion when you’re in
another country.” With trips to Egypt, Greece, Spain, and more, the Navy enhanced Paula’s love for
travelling and diversity. “Going abroad makes you realize just how big the world is and that for us to
be successful, we must all get along.”
Paula recalls her time in Egypt as eye-opening. “I remember seeing children go to school on the
side of the road with a board up against the tree. That was their education. The trip really made
member in action
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THE DEFINITION OF TEAMWORK
PAULA COOK
“The beauty of the service is gaining that hands-on
experience you learn from each other, not from a book.”
16 | NAVUG Magazine
me appreciate what I have, especially
the beauty of U.S.A. and our freedom,”
Paula continues. “I mean, we can flip a
light switch, and the light comes on. Not
everyone has those little luxuries.”
Serving in the Navy has instilled a work
ethic in Paula that’s strongly admired in
the NAVUG™ community. Her tenacity,
organization, and dedication to getting
the job done are apparent in her daily
tasks as a programmer at The Ken
Blanchard Companies and as a first-time
attendee at this year’s NAVUG Summit.
With a blue notebook in hand and
detailed issues to solve while at the
conference, Paula was on a mission to
not only find resources, but also to be
resourceful. “NAVUG Summit quickly
gave me that sense of Navy comradery
where everyone puts their heads down
and comes up with a solution. I am
very happy to report back on great
learnings, solutions for my issues, and
new relationships I made during the
event. I’m already registered for next
year!”
Paula creates and maintains a highly
customized Microsoft Dynamics NAV
solution for her company with more
than 16 interfaces. “My time in the Navy,
along with my upbringing, continuously
helps me recognize and cherish
the importance of good teamwork
and organization. I identify those
characteristics in NAVUG, and being a
Member has already made it even more
possible to get my work done correctly
on the first try.” NAVUG
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“Going abroad makes you realize just how big the world is and
that for us to be successful, we must all get along.”
Q4 2014 | 17
Multiple Uses for Account Schedulesby Kerry Rosvold
t t&TIPS & TRICKS
Account schedules produce base financial statements – and so
much more! Here’s my top 10 list of reports, other than a trial
balance, income statement, and balance sheet, that I produce using
account schedules.
1. Statement of Cash FLOWS (SCF)
Yes, this is a base financial statement, but there are so many people
who are not using account schedules to produce this one. It can be
done, I promise! The best advice I can give you is to make sure you
understand your SCF well enough to be able to use your trial balance
in order to construct it using Microsoft Excel first. If you can do that,
then you know enough to be able to build it in account schedules.
2. Gross Margin Reports
Since my company uses dimensions on our items at a high level
grouping as well as at a 1:1 level with the item, I’ve got some great
gross margin reports that allow me to see what our margin is a
number of different ways. I can see what larger groups of items are
doing and I can also get down to the level of an individual item.
3. Reports Using the General Ledger
Account Number in the Columns
This is one of the shortcomings of Microsoft Dynamics NAV
account schedules. You simply cannot design column layouts that
utilize general ledger (GL) account numbers in the columns. I had
someone request a GL walk forward from gross sales to net sales,
showing columns for individual GL accounts such as discounts and
returns in the columns and then dimensions for our items in the
rows. This would be a very ugly report if I was limited to only a few
GL accounts in the rows and many columns full of dimensions. I
needed to twist this one around, and I did, by putting it into Excel
and using Paste Special and Transpose.
4. Reports that Answer Specific
Questions (for example: “How much did we spend on this
activity for this project for this team?”)
This starts to get into heavy dimension territory, and for this report,
activity/project/team are all designated dimensions that I have in my
system in order to make this report possible.
5. Lead Schedules
When I review my accounts at the end of the year – and prepare for
my auditors to arrive – I prepare lead schedules for both the balance sheet
as well as the income statement, so I can easily review groupings of like
accounts together and get quick year over year comparisons. I use the
same lead schedule to monitor clearing accounts that need to have zero
balances and also to make sure blocked accounts stayed blocked with a
zero balance throughout the year. The lead schedules give the auditors
a consistent checklist of accounts to reference as they work through the
annual audit, making the inevitable variance discussions easier to handle.
6. Consolidated Financial Statements
I have more than one company to keep track of, and I do so using
multiple companies in the same Microsoft Dynamics NAV database,
and then use the consolidation feature to move all the financial detail to
a single consolidation company to use for reporting. The consolidation
company and the subsidiary companies all have a consistent shared chart
of accounts, so it is very simple for each company to have consistent
shared account schedules between them. If you look at an income
statement in Company A, it looks exactly the same as Company B
because I copied and pasted the schedule from one company to another.
Even if your chart of accounts is not the same between companies, you
can still use consistent account schedules between companies with a
little extra work needed to map accounts to the right lines.
7. Sales Every Day of the Month
We’ve got some great reports set up that give us daily information in
Microsoft Dynamics NAV, and we can break down, by dimension, what’s
going on with things such as sales so we can quickly identify trends.
8. Many Years of Information at a Time
Oftentimes we get into the rut of what’s happened this month or
this year, but when you start to work on forecasts or annual budgeting,
bringing the view out to a higher level is a great tool. Don’t forget that
you can look at many account schedules for a longer time frame as
long as you’ve been gathering information in Microsoft Dynamics
NAV for that long.
9. Budgets
Other than once a year when I use the budgeting feature to load a
new annual budget, I use account schedules to look at budgets. It’s a
great way to get a quick read on what the plan was without having to
switch out of my primary reporting tool.
10. Ratios
Need to see Accounts Receivable Turns or Days Sales in
Receivables? What about Inventory Turns? There are a lot of ratios
that can be measured using account schedules!
Bonus! Simple Queries
I’ve never really formalized this method, but I actually use it a lot. If
someone asks me for detail on what we’ve spent on a project or what
portion of a certain expense account a particular team has used, I can
whip up a quick temporary schedule that will get me the info I need.
I’ve found this particularly useful when needing to solve dimension
problems. Using the ” (two single quotes) as a designator for finding
“blank” dimensions was a great tool back in the day before I understood
how to completely prevent that from happening, and by using an account
schedule to show designated dimensions as well as blank dimensions, I
was able to solve that type of problem quickly. NAVUG
18 | NAVUG Magazine
learna c adem y cor ner
More BI Options
for Microsoft
Dynamics NAV 2013
In last year’s Q4 (winter) edition of NAVUG™ Magazine, I
wrote about business intelligence (BI) and Microsoft Dynamics
NAV. I also relayed the NAVUG Academy class offerings that
could help Users get the right information to their team, in
the right format, and at the right time. Since then, I have had
many different discussions with NAVUG Members relative to their
favorite BI tool. In addition to the robust Microsoft Dynamics NAV
ISV offerings out there, one that always seems to come up is the
Power BI collection from Microsoft.
According to Microsoft, “Power BI for Office 365 is a collection
of features and services that enables you to visualize data, share
discoveries, and collaborate in intuitive new ways.” The majority of
Power BI features are found in Microsoft Excel® and allow Users to
create, modify, extend, and collaborate in a very familiar tool. These
features consist of Power Query, Power Pivot, Power View, and Power
Map.
» Power Query – Lets Users connect to data from public and
corporate data sources. This includes capabilities to easily
transform and merge data from multiple data sources outside
Users’ corporate infrastructure.
» Power Pivot – Enables Users to create sophisticated data models
with data in Excel by creating relationships, custom measures,
hierarchies, and KPIs (key performance indicators). Power Pivot
models run at lightning-fast performance.
» Power View – Creates reports and analytical views through
interactive charts and graphs that help Users explore and present
their data visually in Excel.
» Power Map – Takes a look at Users’ data on a 3D map in Excel.
One of our most outspoken NAVUG Members on Power BI
is Cristian Nicola. He feels that Microsoft Dynamics NAV Users
should take full advantage of these robust features to enhance their
data visualization options. He has written several blog postings on
the topic and continues to be a huge advocate for this technology
offering to our NAVUG community. To that end, Cristian has offered
to assist NAVUG Members by providing real-world, hands-on virtual
classroom training via NAVUG Academy. Starting in Q1 of 2015,
Cristian will provide a series of Power BI Academy classes that will
focus on Members’ specific needs. He will teach the basics of Power
BI and how Microsoft Dynamics NAV Users can combine business
data from their Microsoft Dynamics NAV systems and other external
data sources to create robust data analysis and visualization solutions
in Excel.
We are super-excited to bring this new Microsoft Dynamics NAV
BI offering to our Members! Check out our NAVUG Academy site at
www.navug.com/academy to find the most recent NAVUG Academy
Power BI classes. NAVUG
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™
story by Rich Beliveau
Q4 2014 | 19
NAVUG™: Your Convergence 2014 Europe keynote was very successful. Was that your first time in front of that many people? Marko Perisic (MP): This year has been very
busy. While there have been many large stage
events where I was talking about the product,
Convergence 2014 Europe was the largest to date.
The Microsoft Dynamics NAV demo is great,
and it is a lot of fun to showcase it in front of 4,500
people. Having a fantastic product to show and a
world-class team empowers you to do your best in
front of the audience.
NAVUG: How long did you work on the mechanics of the demo to prepare for the keynote?MP: The demo itself is one of the first demos we did
as a proof of concept for the end-to-end scenario.
We always have a “north star” demo that rallies
the team around it. Think of it like this: If we can’t
end up doing this, then what is the point. That was
the demo at Convergence, not to detract from it,
because we think it really showcases the power of
“One Microsoft” and how Microsoft Dynamics
NAV is a critical part of that value proposition.
The mechanics of demoing and stage
preparation took about two days. You are
continuously rehearsing, getting feedback,
checking the technology, and so on, but at the
same time, it builds a team and a team culture for
all the presenters. We all end up supporting and
helping each other.
NAVUG: What did you hear from Microsoft Dynamics NAV Users after that demo? What aspect seems to resonate the most with them?MP: I think people are finally understanding that
the “app” is not just about what runs on your
device. It is the service in the cloud that brings
the value, and the device “apps” are a means to
delivering that service capability across multiple
devices in different contexts.
We are done with the days where a User picks
one client as a preference of use (Classic, Windows,
or Web Client). We are in the world of “AND”.
Users will be using multiple clients and devices in
different contexts as they interact with the service
in the cloud. The demo at Convergence showcased
that perfectly, and people got that clarity.
NAVUG: Last time we talked, you were working on “Crete” but couldn’t share much more than the code name. We now know that “Crete” is Microsoft Dynamics NAV 2015, which has been in market since the beginning of October. What is the response thus far?MP: Overall, Microsoft Dynamics NAV 2015 is the
most successful product launch to date. There has
been overwhelmingly positive feedback about the
value we bring and the effort we made to minimize
the disruption of an upgrade.
NAVUG: After conversations with Users at Convergence, what aspect of Microsoft Dynamics NAV 2015 seems to have the most traction with them?MP: Everyone loves the big rocks in the release: The
tablet experience, the Word reporting, the upgrade
tools, cash management, and simplification.
Everyone gets the value instantly.
I think this is the release where there has been the
least dissonance in what we at Microsoft perceive
as value for Customers and what Customers
themselves perceive as value. We intend to keep it
that way and improve further.
NAVUG: What’s next for your team?MP: We have already started building our next
release, code named “Corfu” to keep with the
tradition of picking a Mediterranean island as our
code name.
In this release we will unlock some amazing
new experiences and change how the business
solutions world perceives productivity and
integration with online services. What will not
change is our commitment to deliver high value
with minimal disruption. We will ensure that
there is a natural and easy path, with absolutely
minimal effort for Customers and Partners to
move to “Corfu”. NAVUG
Marko Perisic, director of program management
microsoft member showcase
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We sat down with
Marko Perisic,
director of program
management, for our
Q1 2014 issue. At that
time, we talked about
“Crete”. This time
around, we’re visiting
with Marko about his
Convergence 2014
Europe keynote demo
as well as the next
Mediterranean island
his team has set its
sights on, “Corfu”.
20 | NAVUG Magazine
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Congratulations to Sherry Cobb of Habitat for Humanity International for winning the last
issue’s Word Find. Your prize is in the mail! Below are 25 words that relate to the topics and
theme in this issue of NAVUG™ Magazine. These words can be found in the grid horizontally,
vertically, diagonally, backwards, and forwards. Submit your completed Word Find for a
chance to win a gift certificate; simply scan and email your entry to [email protected].
Academy
Bob Buccigrossi
Chapter
Community
Do More
Driving Efficiency
Enhancements
Events
First Time Speakers
k-eCommerce
Learning
Microsoft
NAVUG
New Website
On Topic
Paula Cook
Process
Retail Industry
Robb Delprado
Shortcuts
Summit
Tips and Tricks
Transmin
Users
Webinar
A C A D P F I R S T T I M R A N I B E W S P E A U
R E N H A N C E M E N T S M M O C V T P A H C S F
S L A E U R S T C I P O T N O R E S I B T L E B I
K E R C L E A R N I N P A E E N F A P O N R E O R
E A P O A D O M O R N A C V T O I L S B S E E B S
C R L M C K E C O M M U A S N S R U A B W M T B T
O N E M O A C A D E M Y D L U O S A N U E I I U T
M P D E O U S R L F I M E S T M T P D C B T S C I
M I R R K N E T D I C T M Y S R M L T C S E B C M
E N T O L E A R N R R I N C T C T I R I I R E I E
R G Y T C N A V N S O P B N T I M E T G Y O W I S
C N T R I E G U I T S S U E N M M A A R R M W N P
E E I A N R S N G T O A C I N L E T C O T S E D E
R W N N D S T S N I F N C C R A S E A S S R N U A
N W U S U E P D I M T D I I E S V R D S U E M S K
T E M M S T R R N E I T G F T H T U E I D K I T E
S B M I T I O I R S C R R F A O P R G P N A C R R
T K O N R S C V A P I I O E I R A O M L I E R Y S
U O C N Y B E D E E F C S G L T H C Y E L P O W M
C O R A T E S R L A F K S N I M C E S D I S S E I
T C E H O W O S R K E S I I N I R E T P A H C B C
R B T N P M A H A D E M W V D C R S N E T L N S R
O B A E O I N O M M O C E I U R S T E V E S R I O
H O I D A N D R R I C K S R T I P S H O R T C T S
S R L D R I V T N R O B B D E L P R A D O G E F F
22 | NAVUG Magazine
Paula Cook,
programmer at
The Ken
Blanchard
Companies
As an organized go-getter, Paula
came to St. Louis prepared with all
her questions and issues written
down in her blue notebook, hoping
to find answers in the sessions she
planned to attend. Much to her surprise and delight, Paula
received answers not only in the sessions, but also during
lunches with Keith Owen of Restaurant Supply Solutions and
experts like Mark Brummel, at the I LOVE NAV booth in the
Expo with senior support engineer Thomas Brownell, and while
mingling with attendees in the hallways.
Paula described Summit in a few (quite accurate) words: “Sensory
overload…in a good way!” Here are her top three takeaways and
how she’s implementing what she’s learned to drive efficiency:
» Paula showed her list of questions to Thomas Brownell at
the I LOVE NAV booth and one by one, he tried to resolve
the issues as best he could. Not everything could be resolved
at the booth, so the Microsoft employees said to send them
an email and they’d work on finding solutions. “To me as a
developer, that is just priceless,” Paula says.
» Lisa Ramsey with Western Computers gave a session about
role-tailored views that showed Paula the importance of
testing scripts, which shows a User step by step how to test
a feature in Microsoft Dynamics NAV. Lisa emailed Paula the
testing scripts soon after the event so Paula wouldn’t have to
start from scratch. “We’re highly customized at Ken Blanchard
and need to modify the scripts with my tasks, but having a
starting point is such a huge benefit,” Paula shares.
» Another developer, Keith Owen, helped Paula solve a
shipping tracking issue where Users can now click on a
tracking number and have that direct to UPS or FedEx to see
exactly where the package is. Paula was struggling with how
to write code that creates a simple workflow for her Users,
but getting that written code from Keith alone was worth the
cost of her trip.
Paula got back to the office excited about all she learned and
shared it with her team immediately. In fact, Paula is already
registered for NAVUG Summit 2015 in Reno and is determined to
stay engaged with new relationships she made this year as well as
take advantage of valuable online resources and blogs.
Adam Johnson,
director of
sustainability at
Log House Foods
Inc.
As a first-time attendee and relatively
new Microsoft Dynamics NAV User,
Adam thought Summit was an amazing
event: “The great sessions, experts, and
networking really opened up all we can
do with Microsoft Dynamics NAV; there was just so much to take in.”
Adam hit up mostly the manufacturing sessions to understand
how other Users were using Microsoft Dynamics NAV for workflow,
seeing what’s been successful, and how they could apply it to their
business model. Adam appreciated how the NAVUG tracks were
broken out by job function. “That really helped me pinpoint what
sessions to go to, and when there are four to five other sessions that
you’re trying to choose from, that makes a huge difference.”
Here are a few of Adam’s learning highlights from the event:
» The “Ask the Experts” sessions were Adam’s favorites, since
he had particular issues to address and took away some great
resolutions. One has allowed Adam to formulate a better
workflow for his warehouse and production staff to move
excess raw materials from production back to their proper bin
locations. “A couple of others in the room had written custom
code to alleviate similar issues, but we use Microsoft Dynamics
NAV mostly out of the box, so I wanted to stay away from that,
and they still had solutions to offer.” Adam has introduced the
new checklist to his teams, and it’s already working well.
» Adam met Bob Buccigrossi at a few of his sessions and was
able to pick his brain. Adam recalls, “Just having access to
the different experts and making relationships within the
community in itself is worth the time and investment we put in.”
» Adam attended a Business Leadership session presented by
Andy Hafer, CEO of Dynamic Communities, and took away a
ton of useful information. “We’re a smaller company and have
people from older generations, but we’re hiring new people
who are a lot younger. Knowing how to present trainings to
these two generations is a struggle, and that session helped me
identify the need to explain things differently.”
Adam and his colleague came back to the office very excited and
also signed up to attend NAVUG Summit next year. “The variety of
content at NAVUG Summit was incredible. We were surprised and
impressed with how much useful content was available and are excited
to attend again next year,” concludes Adam. NAVUG
feature
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SUMMIT LESSONS TO DRIVE EFFICIENCY
This year’s attendance at NAVUG™ Summit was made up of about 40 percent new attendees due to event growth. This year’s
theme, “Experience It”, took on a whole new meaning as first-time attendees made their mark in St. Louis. Read on to learn what
a couple of those attendees learned and are already implementing at their own organizations to drive efficiency.
Q4 2014 | 23
Save the date! ™
RENO TAHOE 2015●October 12-16, 2015
Learn more today about this must-attend event:navugsummit.com/reno
I just got out of a meeting that took me almost two hours to explain all that I experienced at NAVUG Summit. I am going to my manager to get approval to sign up for next year! - Paula C.
What she said...“
thank
sponsors
™
Altec
ArcherPoint
Beck Consulting
Celenia Software
ChargeLogic
Clients First Business
Solutions, LLC
Cost Control Software
Data Masons Software
DiCentral
Dynamic Manufacturing
Solutions
Dynamics TMS
Dynamicweb
Equisys - Zetadocs
Esker
We truly appreciate your support of the 2014 NAVUG Summit in St. Louis.
The NAVUG member experiences would not have been the same without YOU!
We look forward to seeing you all in Reno in 2015!
Fastpath
Higher Logic
I LOVE NAV
Jet Reports
k-eCommerce
Lanham Associates and
Lanham Services
Liberty Grove Software
Mergetool.com
Microsoft
Microsoft Retail Store
MineralTree
Paramount Technologies
Perfion
PrecisionPoint Software
ReadSoft
SaaSplaza
Sana Commerce
Serenic Software
Sikich
Sologlobe
Solver, Inc.
SPS Commerce
TARGIT
The List
Total Dynamics
Solutions, LLC.
Tribridge
Western Computer
Wolters Kluwer
Please support our sponsors!
NAME THAT PHOTO
CONTEST
Candy Crush Saga or a mobile
dashboard? If you were to create
an app, what would it be?
Simply email your submission to
[email protected]. The
winning submission will be printed
in the magazine’s next issue.
26 | NAVUG Magazine
industry showcase
Retail
Sale of Goods...
and Greats
From entertainment chains across the Midwest
to e-commerce sites that can’t be beat, these
NAVUG™ retailers know how to optimize
on their niche and make it count. Whether you’re
looking for rare comic books, music therapists,
or forklifts, they’re offering up the best products
available at multiple locations!
UNITED CYCLE
Alberta, Canada
United Cycle is one of
the largest independent
sporting goods stores in
Western Canada (with
100,000 square feet of space)
and Edmonton’s largest
bike store. The company
specializes in 29 sports, from
badminton to figure skating
to rugby.
VINTAGE STOCK, INC.
Missouri, Kansas,
Oklahoma, Texas, and
Arkansas
Vintage Stock, Inc. is the
entertainment superstore.
From the newest hit movies,
music, and video games to
the rarest comics, toys, and
memorabilia, Vintage Stock
is the only store to have it all.
With more than 40 locations
in five states, Vintage Stock
just keeps growing.
CARE-A-LOT PET
SUPPLY
Virginia
Family-owned and operated,
Care-A-Lot® Pet Supply has
been open since 1988 and is
one of the leading pet supply
companies in the nation.
From its catalog and online
store to its three retail pet
supply stores serving the
Newport News and Virginia
Beach, Virginia areas, Care-
A-Lot is dedicated to great
customer service, speed
of delivery, and meeting
customers’ every pet supply
need.
WESTERN DATA
SYSTEMS, INC.
Texas and Oklahoma
Western Data Systems,
Inc. provides equipment,
supplies, service, rentals,
and support for the survey,
mapping, marine, oil and
gas, construction, and spatial
imaging industries and
government entities in Texas
and Oklahoma.
WEST MUSIC
Iowa and Illinois
West Music sells and
provides virtually all types
of musical instruments
and equipment, including
pianos and keyboards, band
and orchestra instruments,
guitars and amplifiers,
drums and percussion,
software, elementary general
music materials, early
childhood instruments, and
music therapy products.
West Music also provides
a full array of support and
customer services.
FORKLIFTS OF ST.
LOUIS
Missouri and Illinois
Forklifts of St. Louis is a
full-line dealer of material
handling equipment and
services. Serving eastern
Missouri and southern
Illinois since 1947, Forklifts
of St. Louis has developed
into a leading distributor
of material handling
equipment.
QUIDSI INC.
New Jersey
Quidsi, Inc. owns and
operates 10 easy-to-navigate
e-commerce sites that offer
fast, free shipping on orders
$49 and up, award-winning
24/7 customer care, and one
shared cart and checkout.
Quidsi continues to redefine
e-commerce by changing the
way people shop for almost
every part of their lives.
Q4 2014 | 27
KEEP CALM
AND COLLABORATE
Where Did My Community Features Go?The new NAVUG™ website has arrived, and Collaborate has a new home…front and center on the home page! Sign in at www.navug.com to unlock the power of your NAVUG Collaborate community.
MY PROFILE Add your photo and contact information, update your community subscriptions and privacy settings, manage your NAVUG membership, view your webinar registrations, and more.your NAAAVUVUUGAA membership, view yyyououur webinar registraationtitionnss, and more.
MY COMMUNITIES View and participate in the chapter and Special Interest Group communities that you’ve joined. Looking for all the communities available to you? Click on “ View All Communities” in the orange bar just below.
the c sommunities aavvvaailable toAll Communitiess”” in tin n the o”” rang
OPEN FORUM Looking for Microsoft Dynamics NAV advice from your peers?Join the conversation! There are more than 2,200 discussions happening in the Open Forum.
OPEN OFOORRRUMUMM Looking forff t Microsoft mics NAV advice from your peeDynamimics NAV adadvice from your pepeers?
CONTENT LIBRARY Explore the library of recorded webinars sorted by role, industry, and targeted Microsoft Dynamics NAV topics. NAVUG Members
learning!
VOLUNTEER Discover opportunities
to participate in chapter leadership,
write articles, lead educational sessions,
participate in committees, and more.
The more you give, the more you get!
LEARN & ENGAGENavigate to chapter and Special Interest Group communities and upcoming events, peruse upcoming webinars, discover training from NAVUG
via the directory (User Members only), and more.
C TONTENTTO LIBRARY Explore etheelibrraryy ofofof recoorrrdded webinars sort dedd bbby
VOL TEEUNTEEEEER Discover
to aparrrtitticipattteee in chapte
writeee articles ealeaad educat
MMMisyyr
MMicttA
J
T
EE
will find hours and hours of on-demand
28 | NAVUG Magazine
Like many Microsoft Dynamics NAV Users, Bob Buccigrossi,
business system improvement manager at EBO Group, Inc.,
had too many department managers directly contacting
their Microsoft Dynamics NAV Partner about product
enhancements. There just wasn’t a good methodology of
funneling projects to ensure whether the enhancement was worth the
time and cost investment. “We didn’t have insight into why we needed
a certain enhancement, what exactly it was affecting overall, what it
would ultimately cost us, and finally an idea of the ROI,” Bob says.
EBO Group needed a streamlined way to monitor and classify
whether an enhancement actually needed to be done. The first
step was shifting the current departmental or silo thinking to a
complete operational thought process. Instead of one person in each
department making the decision, EBO Group assigned a set team
made up of its IT manager, its CFO, and Bob. This team now makes
sure an enhancement is really worth the resource and dollar costs
associated with it. They also ask the question, “Should we make this
change to Microsoft Dynamics NAV, or should we instead change
our process?”
Clear Objectives; Clear Deliverables
Bob and his team created a product design program request form
that includes background issues along with a suggested resolution.
He works with organizations to identify clear objectives and then
submits that to their Partner. The Partner then replies with a time
and cost estimate. Alternatively the Partner may suggest that the
organization hold off as the enhancement will be in the next upgrade.
Bob shares that estimate with the appropriate department head and
the president at the organization, ensuring that the enhancement is
worth the investment. Once it’s approved, the Partner gets going on
the customization and sends it for Bob and team to test in their test
system. After user acceptance testing verification, it is loaded in the
live environment.
This process holds both the Partner and EBO Group accountable
and also allows EBO Group to build a better understanding of their
product environment. By requesting detailed product programming
specifications with a written form and the Partner signing off on the
document, each party has clear expectations of the project.
Here’s an Example of Bob’s Process
in Motion…
» A warehouse manager and shipping clerk meet with Bob and
request an enhancement that allows access to the same shipping
labels they use for a standard sales order as they do for transfer
orders, where the inventory isn’t housed in their location.
» After that meeting, Bob fills in the product design program
request form that includes the current functions and keystrokes
they go through to get what they need as well as his suggested
enhancement along with where he wants the new function to be
located. He then emails that form to their Partner.
» The Partner responds with their expected completion date and fee.
» Bob takes that estimate back to the warehouse manager and
president to see if it’s worth the investment.
» The warehouse manager and president approve its worth, so Bob
gives the greenlight to their Partner.
» Once the Partner completes the enhancement, they load it in the
test system for user acceptance testing.
» Bob and team will test out the enhancement and see if they need
tweaks.
» The Partner then loads it into the live system where it undergoes
continuous improvement through User testing to to meet their
changing business needs.
Learning from the Past
Having been through a number of enhancements, Bob has learned
the hard way a few times. “I would have to say lack of testing leads to
the biggest problem areas and issues,” he says. Sometimes they run
into issues months after the enhancement is implemented, but with
continuous improvement as their goal, Bob doesn’t get discouraged
with those few instances.
Putting their programming request together is another area Bob
has had to work on to avoid project scope creep. “We have to include
immense detail for every scenario,” Bob shares, “and that’s really
difficult to do, but ultimately worth the time investment in the end.”
ROI Calculation
That ROI calculation is a tricky thing, but Bob has a process for
that, too! Although it really depends on the enhancement itself, EBO
Group takes it in stages by figuring out a theoretical ROI first, and
then after several months of the enhancement in place, presents
the actual ROI to clearly state the before and after. Many times, the
easiest way to track success is when they don’t have to hire another
employee after the fact.
Final Advice: Leaner is Better
“As we delve into our own Microsoft Dynamics NAV 2015
upgrade, it’s even more apparent to ensure our business processes are
as lean as possible,” Bob says. He recommends eliminating as much
waste from the process itself as well as understanding what standard
Microsoft Dynamics NAV can already do. A gap analysis can also
help in understanding how much of the gap you want to address in
one enhancement or if it can be in multiple enhancements. “It’s plain
and simple,” Bob concludes. “Do NOT let your ERP system add waste
to your business process.” NAVUG
feature
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CREATING A LEAN BUSINESS PROCESS FOR
Q4 2014 | 29
Giuseppe Ianni
Founded in 1999, k-eCommerce got its
start by enhancing the buying experience
for its online retail clients. The company
specifically worked to streamline
efficiency for those clients by integrating
its e-commerce platform with enterprise resource
planning (ERP) software. In 2005, k-eCommerce
brought its solution to the cloud and opened its own
data center where the company now hosts websites
as well, handling IT and web support, providing
web design, and offering custom web development.
We sat down with Giuseppe Ianni, vice president
of sales k-eCommerce, to learn more.
NAVUG: How does k-eCommerce work with Microsoft Dynamics NAV?Giuseppe Ianni (GI): We have a graphic (see
next page) that really speaks to how we sync
all e-commerce data with Microsoft Dynamics
NAV from a visual standpoint. But in more
detail, k-eCommerce integrates with the web
service client in Microsoft Dynamics NAV
2013 and SQL so that a client’s website captures
orders and customer information, and then
takes that back into Microsoft Dynamics NAV
automatically. On the flip side, when Microsoft
Dynamics NAV is down or undergoing updates,
the web store will stay up and run business as
usual until Microsoft Dynamics NAV is back
online, and then update all data at that time.
This streamlined and automatic integration
works both ways and ensures that data is in one
place and talking to a customer’s web presence
at the same time. With k-eCommerce, all Users
get the same data and in close to real-time,
helping enhance what they’ve already invested
in Microsoft Dynamics NAV.
NAVUG: How does k-eCommerce help drive efficiency for Microsoft Dynamics NAV Users?GI: Fast deployments, flexibility, and scalability.
Specifically:
k-eCommerce is an out-of-the-box integrated
web store that can be customized through Model
View Controller (MVC) to have complete control
over what customers see. Sites can go live in weeks
versus months.
k-eCommerce can also be deployed at any time,
whether you’re just deploying Microsoft Dynamics
NAV or with Microsoft Dynamics NAV already in
place. The solution also works with other ERP and
CRM solutions as well as eBay, Amazon, and other
online marketplaces. The flexibility really can’t be
beat.
k-eCommerce has built our platform to be
capable for more than what you need; this way,
clients can have the features they need today as
well as scale to what they need as years go by.
NAVUG: What do Microsoft Dynamics NAV Users find most shocking about k-eCommerce?GI: The different architecture in Microsoft
Dynamics NAV 2013 Web Client has opened doors
for our solution, making it possible to implement an
add-on versus a brand-new solution from scratch.
Most Users are accustomed to building custom
COMPANY
k-eCommerce
INTERVIEWEE
Giuseppe Ianni, vice president
of sales
PHONE
734-928-6004
WEBSITE
www.k-ecommerce.com
HEADQUARTERS
Plymouth, Michigan
ESTABLISHED
1999
NAVUG™ PARTNER
MEMBER SINCE
2013
ACTIVITY AT NAVUG
SUMMIT 2014
NAVUG exhibitor; presenter of
session titled “Best Practices for
Building an Integrated E-com-
merce Website”
k-eCommerce
isv partner member showcase
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30 | NAVUG Magazine
solutions inside of Microsoft Dynamics NAV, versus something
that works with the solution but sits outside of it. This classic way of
thinking can get very expensive fast, but with k-eCommerce, Users
don’t have to consider a massive upgrade to get the functionality they
need. Although a shock to Users, it is a very compelling reason to
consider our solution. For example, we sponsored NAV Directions
this year and got feedback from attendees like, “This is how it should
be done, built outside of Microsoft Dynamics NAV.”
NAVUG: What are online retailers demanding more of these days? GI: The #1 request we get is, “Can you take me mobile?” And with
responsive web design, we certainly can! By creating a responsive
website, you get a unified look across all web-enabled devices. We
leverage Bootstrap, a mobile first front-end framework, to ensure
an omni-channel experience with tablet and mobile capabilities.
This technology uses one style sheet, simplifying plug-in
management of different resolutions while still providing a great
User experience.
NAVUG: What does it mean to offer an omni-channel experience, and why is it so important? GI: Omni-channel means selling with the same effectiveness and
efficiency across all devices and channels. Whether our clients are
selling to businesses or straight to consumers, people aren’t just using
their computers to shop online any more. They’re also buying items on
their phones and tablets while in line for coffee or on the bus, so having
a streamlined User experience where it’s three clicks and you’re done is
crucial and really what consumers are demanding today.
NAVUG: What should Microsoft Dynamics NAV Users look forward to with k-eCommerce?GI: We’re constantly adapting the back-end platform with new
features, but the integration with Amazon and eBay is a great new
feature for Microsoft Dynamics NAV Users. This provides the
interface to get data to Amazon and eBay while also taking orders back
into Microsoft Dynamics NAV. These websites have strict parameters,
and with k-eCommerce, Users can go in and create a catalog that will
automatically publish out on eBay or Amazon. NAVUG
“Being one of the first k-eCommerce Customers, we have experienced each
version of the e-commerce platform and couldn’t be happier with the way it has
evolved and stayed on top of industry trends. Our business has been able to grow
steadily online using this scalable platform without ever outgrowing it or missing
out on any of the key elements that consumers demand of an e-commerce site.”
Claude Corriveau, IT director at Novexco/BuroPLUS
Q4 2014 | 31
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C O N T E S T
logofind the
At the end of every day, Stacy Weight can say something she did has impacted a child’s
life. “Not many accountants can say that about their day job!” Stacy shares. As the vice
president of fi nance at Children’s Miracle Network Hospitals (CMN Hospitals), Stacy
loves her job and takes immense pride in the higher purpose that she can help CMN
Hospitals achieve every day.
CMN Hospitals raises money and awareness for 170 children’s hospitals across the U.S. and Canada
through programs such as the charity’s “Miracle Balloon” icon. Funds stay in the community where they’re
raised to benefi t local kids, providing 32 million treatments each year. Having raised $5 billion since 1983
and $320 million in just the past year, CMN Hospitals has been able to make a signifi cant impact on
children’s medical research and care. Because of these funds, member hospitals have the latest equipment
and diagnostic tools that help doctors identify problems and perform surgery on the tiniest of patients,
are able to open their doors to all kids, regardless of a family’s ability to pay, and most importantly, provide
hope and healing to children of all ages battling every illness or injury imaginable.
All of this is made possible by kind hearts – and Microsoft Dynamics GP. “We use Microsoft
Dynamics GP for all our accounting,” Stacy says. “Our organization takes contributions in various
ways, and the flexibility of Microsoft Dynamics GP allows us to manage donations coming in from
member in action
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Stacy Weight
Don’t Quit Your
(IMPACTFUL)Day Job!
24 | GPUG Magazine
Congratulations to our Q2/Q3 2014 contest winner, Nancy O’Hara from Shaw Development LLC! Nancy found the logo on
page 10 of the Q2/Q3 2014 issue of NAVUG™ Magazine. Let’s play
again. Hidden somewhere between the covers of this magazine is
our NAVUG logo. Can you find it?
While our logo shows up throughout the
magazine in conventional spots,
it’s hidden in only one place.
When you’ve found it, send an email to [email protected] with an explanation of where and on what page it’s at. We’ll
choose a winner at random and will highlight him/her in the next issue of the magazine.
10 | NAVUG Magazine
NAVUG Midwest Meeting Success
On May 21-22, 100 NAVUG™ Members held their annual Midwest conference at the Embassy Suites in
Deerfi eld, Illinois.
Overall, the event had 17 sessions to choose from in a two-track environment. Speakers represented a
wide range of companies and organizations, including Culver’s, Saris Cycling, Chicago Powdered Metal
Products, multiple VARS, and Microsoft. With 13 sponsors, it was jam-packed full of product information,
networking opportunities, ISV knowledge, and Microsoft updates, as well as time spent sharing experiences.
Thank you to our sponsors for making this event possible:
PLATINUM: ABC Computers and Lanham Associates
GOLD: ChargeLogic, Equisys Zetadocs, JetReports, and Sologlobe
SILVER: Altec, DiCentral, Dynamics TMS, Fastpath, Mergetool.com, and Western Computer NAVUG
Don’t miss out on the opportunity for similar learning and network opportunities at NAVUG Summit. Register today at www.navugsummit.com.
newsregional chapter news
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Hear about
the Regional
Chapter
meeting from
a fellow User...
“In spite of all
the information
available on
Microsoft
Dynamics NAV
2013, I was
able to learn
about new
and interesting
features that
I am really
excited about.”
Gregory Alfordmaterials & ERP
managerChicago Powdered
Metal Products Company
Gregory Alfomaterials & ER
managCChicaChichicaChicChicagChicaggoChChicagcaggogg Powdere
MeMMeeettalal l PMetMeMeMettataal roducCCoCompanCCCCCo
On my desk right now are…
Capital expenditure invoices waiting
for approval and coding.
Three of my goals for 2015 include…
1) Implementing a scanning solution
for our supply stores.
2) Updating procedural documentation
from Microsoft Dynamics NAV Classic
to RTC.
3) Developing an upgrade plan to
Microsoft Dynamics NAV 2013.
What I do when I’m not at work…
I play on two ice hockey teams.
The best advice I ever received…
Attitude is everything.
Robb Delprado served as the co-track leader for the NAVUG™ Summit finance track and
then lent his expertise to the community, pitching in to present three sessions in one and
a half days.
Spotlight on...Spotlight on...ROBB DELPRADOpresident of Western Data Systems, Inc.
32 | NAVUG Magazine
Table of Contents
Industry...................Page 34
Horizontal................Page 37
Services...................Page 42
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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 [email protected].
NOTE: The Partner Channel and Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner.
*Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
34 | NAVUG Magazine
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age 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 Associates® 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 replac-ing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.
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 Suite-Forecasting, 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
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 Requisition, PO Mgmt., AP Invoice Automation, Travel/Expense Reporting.
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.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embed-ded—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.
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.
Higher Logic http://www.higherlogic.com • 202-360-4402
NEW: Connected Community The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.
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).
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.
IndustryIN
DU
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Y
Apparel/Footwear
Lanham Associates® 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.
Automotive
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Chemials
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
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.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q4 2014 | 35
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.
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.
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 inven-tory for Manufacturers and Distributors.
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.
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 preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Lanham Associates® 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 solu-tions 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 Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Government
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.
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.
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 in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.
High Tech and Electronics
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 mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
Industrial Equipment
Experlogix, Inc. 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 mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.
Insurance
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
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.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
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 mar-ketplace by simplifying the process of selling customized products, accelerat-ing 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.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as compo-nents 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).
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Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Vertical Solutions, Inc.
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, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Non-Profit Organizations
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profits Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Pharmaceuticals
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.
Concur https://www.concur.com • 425-590-5020 Travel Expense and Invoice Management Integrated travel expense and invoice software for Microsoft Dynamics.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Retail
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity 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.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
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
Software
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 equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent financial information to ac-curately run your business .
Warehouse Management
Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
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.
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 Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 ACE Warehousing© Flexibility from basic to advanced func-tionality. 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.
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-of-the-box with Dynamics NAV.
Wholesale Trade: Durable Goods
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age 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 Associates® 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.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Wholesale Trade: Non-durable Goods
Lanham Associates® 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.
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KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q4 2014 | 37
Horizontal
Asset Maintenance/MRO/EAM
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.
Backup & Recovery
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard PG will backup your PCs and Servers across your entire organization.
Budgeting
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.
Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Replace Forecaster with a more intui-tive and robust budgeting tool which can be up and running in 2 hours! Give your staff real-time drill down report-ing on GP transactions and eliminate Excel-based budgeting chaos.
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
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.
Halo Business Intelligence
http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.
Sunrise Technologies
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, empower-ing 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
ZAP http://www.zapbi.com • 415-889-5740 ZAP Business Intelligence ZAP provides 'Buy, Not Build' busi-ness 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.
Business Process 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.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
Check Printing
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 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtu-ally any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.
Collaboration Platform
Higher Logic http://www.higherlogic.com • 202-360-4402
NEW: Connected Community The leading cloud-based commu-nity platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems.
Compliance
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.
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.
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.
Cost Accounting
Corporate Renaissance Group
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.
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Payments Leading PCI validated credit card & payment processing solution for NAV.
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
Customer Relationship Management
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.
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 mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
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Data Integration
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.
Distribution
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Lanham Associates® 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.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
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.
Document 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.
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.
Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embed-ded—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 solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices, HRdocs, POs & more. Automated docu-ment entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workflow & Report imaging
E-commerce
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Connect Easy ecommerce integration w/ NAV. PCI-compliant cloud payment solution.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay
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.
EDI
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 lever-age 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.
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 Associates® 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 replac-ing 7 disparate solutions. Seamless simplicity. 110,000+ users worldwide.
Lanham Associates® 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.
Electronic Document Delivery (Email)/Faxing
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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Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embed-ded—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).
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.
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.
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 .
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.
ReQlogic http://www.reqlogic.com • 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 automa-tion. Work orders, timesheets, dispatch boards, quoting tools and customer portals integrate directly with Dynamics for maximum efficiency.
FieldOne Systems
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.
General Ledger
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL Copy-Paste-Import single or multiple journal entries from Excel to Dynamics.
Inventory Management
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.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Manufacturing Forecasts inventory items as compo-nents or finished goods. Gain control.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenish-ment with collaboration, promotions, drill-down & multiple rollup views. Unprecedented visibility.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Invoicing Enhancement
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.
Job Costing
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Labeling
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 E-Ship Label Formatter Formats customized and carrier labels inside the shipping system.
Manufacturing Enhancement
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Mobility
ChargeLogic https://www.chargelogic.com/anywhere 877-292-2520 ChargeLogic Anywhere Mobile credit card processing that transfers orders & payments into NAV.
Payables 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.
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.
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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.
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 EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.
Paramount Technologies
http://www.paramounttechnologies.com/Solution_InvoiceAutomation.aspx 800-725-4408 WorkPlace AP Invoice Automation Enforce spend management and ap-provals 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.
Payroll Enhancement
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.
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.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Portals
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 mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Pricing
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.
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.
Lanham Associates® http://www.lanhamassoc.com 678-379-4200 ext. 105 AFP (Advanced Forecasting and Procurement) for Distribution Best fit forecasting & multi-site replenish-ment 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.
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.
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.
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.
Productivity
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard Audit your users and ensure they are productive in their work. Locate inef-ficiencies and take proactive steps to increase productivity.
Purchase 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.
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 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.
Paramount Technologies
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.
Quality Control
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System offers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
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Reconciliation
Adra Match http://www.adramatch.com +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumber-some 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.
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.
Reporting
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.
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.
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 mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
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).
Security
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard PG will allow your business to better secure your users & network.
Shipping/Manifesting
ChargeLogic http://www.chargelogic.com • 877-292-2520 ChargeLogic Shipping Intelligent, easy shipping for NAV. Accurate rate quotes and tracking.
Lanham Associates® 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.
Supply Chain Management
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.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
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 & in-formation from supplier to store shelf. Our adaptable solutions manage the needs of 14,000+ global customers.
Lanham Associates® 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.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
System Enhancement
DynamicsDownloads
http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!
Isis, Inc.
http://www.getpg.net • 804-762-4200 Praetorian Guard User Auditing, Network Monitoring & Network Admin for ALL businesses.
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
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.
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.
Time and Attendance
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Trade Promotion Management
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
Vertical Solutions, Inc.
http://www.vertsol.com • 513-891-7997 VServiceManagement Enterprise field service CfMD: Asset Mgmt., Contracts/Warranty, Dispatch & Mobility.
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Workflow / Notifications
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 embed-ded—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.
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-LINC®, 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 solu-tions by adding integrated scanning, OCR, eInvoicing, workflow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Workflow Easily route documents needing ap-proval- invoices, HR docs, etc. electroni-cally. Ensures they are not lost, stalled or misplaced.
Services
Application Service Provider/Hosting
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, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.
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.
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.
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.
Custom Development
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
HR & Payroll Implementation & Consulting
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Implementation Services
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Managed Services
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
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.
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.
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SERV
ICES
Search by keyword, or fi lter by Microsoft Dynamics product line, Industry, Horizontal or Service off erings with the new Mobile Version of The List!
Add it to your home screen from:
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The List Mobile
Member Organizations
Dynamic Communities
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
RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfigured Microsoft Dynamics industry specific demo environments with integrated ISV so-lutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.
Sales Tax Management Service
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certificate management, filing and remittance solution for Microsoft Dynamics.
SharePoint Development
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!
Upgrades
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.
