2013 Fall - GPUG Magazine

Fall 2013 • www.GPUG.com

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contents

TA BL E OF fall 2013

topic on

1 | Andriy Sokolov

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In Every Issue topic From the Director 5 ers 7 Welcome to Our New Members 8 Community and Regional Chapter News 11 Events 12 Meet the SIG Leaders 19 Word Find 39 Name That Photo Contest 45 Academy Corner 46 Find the Logo Contest ner Channel 47 The “GP” List, from The Partner Features Oppor tunity 14 User Member Showcase 5

on

...with GPUG

Members

>L YLHJOLK V\[ [V .7< . 4LTILYZ [ ZPUNSL X\LZ[PVU! V WPJR [OLPY IYHPUZ VU H How has participating changed the in GPUG Collaborate way you use Microsoft Dynamics GP?

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Fall 2013 t www.GPUG.com

Advertiser Index

SEIZING THE

Compass Health

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®

www.GPUG.com

7 | Gregg Gillaspy

3 | Bruce Burman

Compass Health Ggillaspy@pbhc. org Director of Financial Planning & Analysis We were challenged with reducing from 40,000 our chart of to 25,000 after accounts a decision to departments. combine many I posted our of our dilemma on quickly received GPUG Collaborate potential solutions. and presented on After testing GPUG Collaborate, three options (purchase a third-party the best of the three options program to merge their related history) 15,000 accounts was done during and on a Saturday a 90-minute trip morning. Option to the office two would have option three would taken weeks, have taken months. and Collaborate.

I’m very happy with GPUG

North Dakota Mill Bburman@ndmil l.com Senior Accountant Most of my use of to Member questions. GPUG Collaborate has been reading replies Most of the postings are always various remind me that ways to do the there same tasks, such modules like SmartList Builder as working with and the ability formulas into reports. Over of incorporating the years we find but GPUG Collaborate ways of doing our jobs, helps point out better, ways to different, and do the same job. sometimes I have also been questions, which responding to is rewarding. posted I feel GPUG great tool for both Collaborate can new and old Users of Microsoft Dynamics be a GP.

Fall 2013

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here are many ways to Bryant’s approach describe Vonzella to her life and work. She believes her in paying it forward.

She believes it wouldn’t take but one split second for any of us to end up shoes. Maybe in another’s she believes in karma. Or just believes. maybe she Ultimately, what her and working is called is almost method of living irrelevant because

helping side of things, while others want to you’re being see that financially effi cient,” she says. those two things “Putting together is very nonprofit, and important for my goal is to integrate any finance area.” them within the

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action

MEMBER

IN

TO HELP OTHER S

Altec . . . . . . . . . . . . . . . . . . . . . 23 Business Computers Software, Inc. . . . . . . . . . . . . . . . . . . . . . 10 Greenshades Software . . . . . .33 HighJump TrueCommerce EDI Solutions . . . . . . . . . . . . . . . . 31 Integrity Data – PR / HR Enhancements . . . . . . . . . . . 13 Integrity Data – U-LINC . . . . . . 18 Journyx, Inc. . . . . . . . . . . . . . . . 15 Kamp-Data, Inc. . . . . . . . . . . . . 37 KTL Solutions, Inc. . . . . . . . . . . 22 Mekorma . . . . . . . . . . . . . . . 34-35 MetaViewer from Metafile . . . . . 2 Microsoft Convergence 2014 . . 41 Professional Advantage. . . . . . . 6 Rockton Software . . . . . . . . . .68 T3 Information Systems . . . . . .44 Tribridge . . . . . . . . . . . . . . . . . . . 4

Magazine

GPUG Magazine

Isagenix International, LLC Andriy.sokolov@i 4 | Bryan Robertson sagenixcorp.com Manager of Finance SBA Communications and Corporation Supply Chain Applications Brobertson@sbas ite.com Manager, Financial GPUG is an invaluable Systems/IT resource for anyone Microsoft Dynamics GPUG Collaborate who has a passion GP. It provides has been a great for collaborate with at SBA. Everyone a addition to our the most experienced wealth of opportunities to toolbox here is aware of the many points Dynamics GP CustomerSource Users/experts of reference, as well as very to the assorted of Microsoft from MVP blogs and useful webinars possibilities for Dynamics GP numerous Microsoft with never-ending forums we depend self-studying. on. It’s nice to have Many things Microsoft Dynamics a question or I’ve learned an idea and enable the ability to drop GP about fellow Users to ideas on development I owe to GPUG. Not only insight. Also, share collaborative as the South Florida have I found new approaches and Regional Chapter for solving support great way to compare discovered creative chairman, it’s problems, but ideas with other solutions a I have also developed in helping others Chapter leaders. and sharing my a great interest views and concepts community. Collaborative thinking and innovative with the GPUG the group have 5 | Chris Brunelli suggestions from helped me to work better and order to provide RedTail Solutions know where efficient support and smart development to go in our Microsoft Cbrunelli@redtai Dynamics GP lsolutions.com for all of initiatives.

Director of Sales GPUG Collaborate 2 | Beat Bucher Microsoft Dynamics is THE online destination of choice for community, providing the Forensic Technology collective wisdom instant access of thousands.

Inc. to the Beat.bucher@con tactft.com Business Analyst / Microsoft Dynamics GP Administrator I’ve been using 6 | Deanne Rasmussen Microsoft Dynamics in my first years GP for almost 10 The Commonwealth on the Microsoft years and relied Dynamics GP-focused forums, and blogs.

Medical College When I convinced newsgroups, years ago, I never our company to Drasmussen@tcm join GPUG two thought that I’d edc.org be this involved I joined GPUG Systems Analyst in the community.

Collaborate in the first looking at it as GPUG Collaborate just another community days it was launched and was has given me was attracting site, but I soon to” information another way to a different kind realized that it as well as new seek out “how of User. GPUG ways of using because all levels GP to its fullest Collaborate is Microsoft Dynamics of questions are capacity. It has different asked there, going third-party products also provided of reassurance from inquiries me with that there are to some very technical about other Users conquering a sense least as much challenges, which challenges. I’m out of this site makes the Microsoft getting at the same as I do from the site, and I try to more manageable.

Dynamics GP Microsoft Community give back to GPUG universe a bit as much as I can.

Members and for its Members.

GPUG lives by its

Tips & Tricks I’ve Got SQL Code…Now What? hat?

24

GPUG Magazine

labeling isn’t a priority, or even a necessity. help people,” “I like to she says. “So I strive to make of everything that a part I do.”

For nearly eight years, Vonzella controller for has worked the General Board of Discipleship as the United Methodist of Church. One comprise the of church’s administrative11 agencies that the mission infrastructure, of Vonzella’s group is to leaders with help church resources such as training consultations, events, and the development ranging from of materials brochures and pamphlets to Upper Room, books to The a meditation magazine that’s into several translated languages and distributed worldwide.

While webinars are extending the reach considerably, General Board of Discipleship employees travel the country and across around the world church events to participate and lead seminars in stewardship, on topics such establishing a as youth program, effective program or writing materials.

From her desk in Nashville, Vonzella oversees things from a numerical perspective. her resume suggests In many ways, that her entire preparation for career has been her current position. a for a United Methodist “I had worked agency before, this opening, so when I saw it seemed like a great opportunity,” she says. Prior to joining United worked as a CPA Methodist, she in several states, Microsoft Dynamics she worked with GP, and she many nonprofi consulted with ts. Along the way she earned followed by a an MBA, master of social work (MSW). degree taught “That me to go beyond working with the financial part and help just with the planning evaluation because and I learned about and understanding working with people’s goals she says. and motivations,” That breadth of understanding, inspires her. “Some she says, is what people want to see the caring and

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On Topic with GPUG Members

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Tips & Tricks Finding User Roles with Access to a Specific Window/Report

28 29

OEM Updates for Microsoft Dynamics GP

That said, Vonzella does venture department. out of her own “As staff chance to participate , my colleagues and I get the in a lot of the are going on, activities that and we take roles in helping the various communities,” out in she says. In past, she’s participated the recent in a variety including bagging of activities toys, sorting baskets distributed food for holiday by a food bank, on Wheels to delivering Meals a nursing home, organizing a and a kitchen library for an area youth agency, and helping with a survey conducted by The Contributor, street newspaper a that focuses on issues surrounding homelessness and poverty.

“What I really about this job,” like she says, “is that there is opportunity to always an do something for someone Vonzella’s dedication else.” to doing for start or stop others doesn’t with her job.

She’s on the the Urban League of Middle Tennessee, board of mission is to where the help people get to work. At the League, as well Urban as in her role with the church, official duty is managing her the numbers. only the beginning.

But that’s “There are opportunities help other people to regardless of your position, organization, or the or even what you’re doing,” citing a recent she says, company picnic that included sale to raise funds a bake for a summer camp as an example of how people live out various ministries.

For Vonzella, the ministry occurs very individual at a very basic, level. “People are bright and and it only takes smart, one opportunity us,” she says. to differentiate “I am helping people now, but from now I may fi ve years need to rely on someone me.” helping GPUG

Clockwise from top left: Staff person cleaning kitchen during a up the Lent Service Retreat for youth. Helping citizens plant a senior garden 2013). Helping Comcast (taken at Microsoft Convergence Cares with Nashville make bookshelves Urban League for local school classrooms. Making banners to decorate a local nursing home at Christmas time.

Vonzella and GPUG

Vonzella brings her talents to the GPUG community her leadership of through the Nashville Regional Chapter. We’re glad to have her as part of our Regional Chapter leadership team!

Fall 2013

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Member in Action Seizing the Opportunity to Help Others

5 Minutes with GPUG’s Volunteer of the Quarter John Lowther

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Microsoft Member Showcase Don Morton

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Tips & Tricks Say Goodbye to Mispostings

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Picking the Experts’ Minds on Collaboration

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Tips & Tricks My Top 5 Microsoft Dynamics GP Keyboard Shortcuts

ISV Partner Member Showcase Encore Business Solutions

Fall 2013

3

TRIBRIDGE

THE EVOLUTION OF THE CLOUD

Introducing Solutions as a Service from Concerto– an innovative approach to helping businesses move their Microsoft Dynamics GP solution to the cloud. ģĘ¦ÂœůģŬůœ Ęś¦ÂʶśŬůœ ¶÷ů÷ģĘ ĈŬģĘÂöś÷ƛÂöÙůśö ĈĈŬ¶ÂĺĈģƕĒÂĘůśŬ ƕŬ ä÷Ǝ÷ĘäŬƕģſŬ ¦¦ÂśśŬůģŬD÷¦œģśģØůŬ ƕĘ Ē÷¦śŬ'WŬ ʶŬģůòÂœŬ¦œ÷ů÷¦ ĈŬ ſś÷ĘÂśś ĺĺĈ÷¦ ů÷ģĘś ÷Ę ĺœ÷Ǝ ů ¦Ĉģſ¶ ÂĘƎ÷œģĘĒÂĘůŀ

It’s Time for the Cloud on your Terms cò ¦ģʦÂĺů ģØ ůò ¦Ĉģſ¶ ÷ś ¦Âœů ÷ĘĈƕ Ęģůò÷Ęä ĘÂƏ² ſů ģĘ¦Âœůģ ]ģĈſů÷ģĘś ś ]ÂœƎ÷¦Â œÂ¶ÂÙĘÂś ůò ¦ģĘƎÂĘů÷ģĘ Ĉ ō]ģØůƏ œÂ ś ]ÂœƎ÷¦ÂŎ Ēģ¶ÂĈ ůģ œ÷Ęä ƕģſ ůò ĘÂƔů äÂĘÂœ ů÷ģĘ ģØ ůò ¦Ĉģſ¶² ģĘ ƕģſœ ůÂœĒś± 9 cò ¦ģĘƎÂĘ÷Âʦ ʶ śÂ¦ſœ÷ůƕ ģØ ƕģſœ ģƏĘ ¦Ĉģſ¶ 9 cò Ǝ Ĉſ ƕģſ Ə Ęů Ə÷ůò ůò ¦ſśůģĒ÷ƛ ů÷ģĘś ƕģſ ʶ 9 cò ÞÂƔ÷ ÷Ĉ÷ůƕ Øģœ òģƏ ƕģſœ ſś÷ĘÂśś ¦ģĘśſĒÂś ¶ ů

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Visit www.concertocloud.com/gpug to Ùnd out more on how you c n control costs² m Ɣimiƛe oper tion l efÙciency nd focus on str tegic initi tiƎes th t driƎe your usiness.

Ready, Set, Collaborate!

Kim Peterson

T

F ROM T H E

director

he theme for this issue is “collaborate”. If I could describe GPUG® in one word, this is what it would be: Collaborate!

GPUG Members share experiences during virtual events, Regional Chapter meetings, conferences, SIG meetings, Microsoft conduits, emails, and now through GPUG Collaborate. It’s all about helping your peers!

“How do you collaborate?”

I’ll never forget the moment when a fellow Microsoft employee asked me, “Kim, when are you going to realize that you are at the point in your career where you need to pass on your experiences?” It hit me like a brick. I hadn’t given it much thought until then. But that day, it was a career- and life-changing statement. Yes, I had been in the industry for many years and had experiences to share. By sharing these experiences, I could save time and money for others, helping Microsoft and the community grow faster and smarter.

Following that conversation, I made it my passion to share and care – a pivotal moment in my career. This is one reason why I love my role at GPUG; it is perfect for me! I feel joy each day helping and watching others help one another!

We recently released GPUG Collaborate (http://community.gpug.com), a networking and learning portal. Members can keep up to date with what GPUG has planned, ask questions of fellow Members, post reports for all to leverage, and more. If you have not checked it out, stop reading and go see what you’ve been missing. This is just the beginning of how you can collaborate through GPUG. Our team is also looking forward to collaborating with Members in October at GPUG Summit in Tampa, Florida. We hope to see you there! We also look forward to finding new “voices” within the community to help us in future learning opportunities.

This quarter, take a moment to plan how you can collaborate with other GPUG Members by being a teacher, an evangelist, and a student. The opportunities are endless!

See you in Tampa!

Kim Peterson GPUG Director

Fall 2013

5

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W ELCOM E TO OUR NEW

This quarter we’re featuring one of our newest Premium Members, Estenson Logistics LLC, sharing a little about who they are and what they do.

Headquartered in Mesa, Arizona, Estenson Logistics LLC provides customized trucking and transportation services that allow their customers to focus on their core businesses while Estenson Logistics handles the transport of their products. The organization’s number one goal is to ensure their customers’ products are delivered safely, on time, and within budget.

“The biggest benefit thus far as a GPUG® Member is having access to the GPUG Collaborate online community as well as the Regional Chapter meetings and their networking opportunities,” says Karl Stadick, Microsoft Dynamics GP administrator for Estenson Logistics. “Being new, we hope to be at GPUG Summit later this year as having the additional discounts to attend GPUG Summit was another reason why we selected the Premium membership.”

We’re glad to have Karl and the Estenson Logistics team as part of GPUG! Welcome to the new Members who have invested in GPUG Premium membership and Partner membership this year! At press time, the group’s grand total of Member organizations is 4,143. Each new Member adds value not only to their own organization, but also to the entire GPUG community as they share their knowledge and experiences. Please note that these organizations have given GPUG permission to share their name publicly.

Premium Members Added Last Quarter Agmet, LLC Ambassador Personnel American Coatings Association American Council on Education American Traffic Solutions, Inc. Amherst H. Wilder Foundation Associated Partners LP. Association for Unmanned Vehicle Systems International (AUVSI) Baber’s, Inc. Bankers Healthcare Group, Inc. Bass Underwriters Inc. Battenfeld Technologies, Inc. Big Stone Therapies, Inc. Blue Cross and Blue Shield of Nebraska Brook Ledge Inc. Buckeye Corrugated Calxeda, Inc. CarePro Health Services Carriage Services Inc. Castle Creations Child Health Corporation of America City Of Cartersville

Clover Tool Co. Inc. CoolPak LLC Covenant Transportation Group, Inc. Currie Medical Specialties D.A. Davidson Desire2Learn Incorporated District of Columbia Retirement Board E.N. Bisso & Son EFG Companies Epic Systems Corporation Epoch Investment Partners Essential Energy Services Ltd. Estenson Logistics LLC Fiduciary Network, LLC FJ Management Inc FNC Inc Fore-Kast Sales Co Inc Franciscan Sisters of Chicago Service Corporation Georgia Regents University Gorilla Glue Hanratty & Associates, Inc. Holthouse Carlin & Van Trigt LLP

John Zidian Group Keevily Spero Whitelaw, Inc Maxxon Corporation MECO, Inc. MId Kansas Cooperative Millikins LLC Minnesota Masonic Charities New Nurseries Notable Solutions Odyssea Marine Inc Parking Authority of Baltimore City Plymoth Poultry QPS Employment Group, Inc. Quantum Marine Engineering of Florida, Inc. Reliance Label Solutions S & N Communications, Inc. Shimadzu Scientific Instruments Southwest Behavioral Health Services, Inc. Stinker Stores, Inc. Stratos Management Systems Inc Suncoast Hospice Surefire Ag Systemss Swan Valley School Division

Synacor, Inc. Taos Mountain, Inc. Tax Airfreight, Inc The Brickle Group The H Group, B.B.T. Inc The Harry & Jeanette Weinberg Foundation Ti-SALES, Inc. Tourism Saskatchewan Tricam Industries, Inc. TSW United Aqua Group / Aquatech Corporation Universidad del Caribe Vantage Mobility International, LLC Vilnius Gediminas Technical University WAFIOS Machinery Corporation Wasatch Mental Health Services Wellman Plastics Recycling WOW! York College of Pennsylvania

Premium Partner Members Added Last Quarter CBIZ MHM, LLC i95Dev Jet Reports

Nodus Technologies, Inc. Website Pipeline

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

GPUG Fall 2013

7

news GPUG Members Make the DynamicsWorld Top 100 List Each year DynamicsWorld takes in nominations for the top 100 contributors to the Microsoft Dynamics community (you can learn more about the program and see the full list at www.dynamicsworld.co.uk/top100). GPUG® is excited to share that many of our Members are part of this list because of their dedicated work in the Microsoft Dynamics GP community.

Please join us in a virtual round of applause for… s !NDY 3NOOK n Fastpath, Inc. s !NDY (AFER n Dynamic Communities, Inc.

s -ARK 0OLINO n I.B.I.S., Inc. s *ON 2IVERS n Data Masons Software, LLC

s 3HANE (ALL n Reporting-Central s #LINTON 7ELDON n I.B.I.S., Inc. s (AL (OWARD n Microsoft s -ARIANO 'OMEZ n

Community News Lawry’s Restaurants, Inc. Chefs Receive Honors Best Chefs America, “the ultimate chef ’s guide to chefs,” conducted a one-on-one poll of 5,114 chefs across the country to determine the most talented, most exciting, and most influential chefs in America – and the results are in. Congratulations to Lawry’s Restaurants, Inc.’s own Ryan Wilson, vice president and corporate executive chef, and Dave Simmons, Lawry’s The Prime Rib, Las Vegas executive chef, for their inclusion on this elite list. Nothing is more gratifying than recognition by one’s peers, and Ryan and Dave should be justly proud of their exceptional reputations. They are wonderful representatives of all of the exceptional Lawry’s chefs who work passionately every day to offer customers the finest in dining, the Lawry’s way.

Midwest Dental and Mountain Dental Donate Free Dental Care to More than 600 Children in Need Sixty-three dentists and more than 260 staff at Midwest Dental, operating as Midwest Dental and Mountain Dental, provided more than $200,000 in free dental care to more than 600 underprivileged children on Friday, February 1, 2013 as part of the annual Give Kids a Smile Day sponsored by the American Dental Association (ADA).

Give Kids a Smile is the centerpiece of February’s National Children’s Dental Health Month, when the dental health community focuses on children whose families may not have direct access to regular dental care. Midwest Dental and Mountain Dental worked closely with local public health agencies, area schools, Head Start programs, nonprofit agencies, and youth and community organizations to identify children in need.

“Midwest Dental and Mountain Dental dentists and team members are extraordinarily giving of their time for Give Kids a Smile because they are committed to providing dental care access to all children in the communities we serve,” said Dr. Jeff Moos, chief dental officer at Midwest Dental. “Thanks go out to each and every person who gave his or her time and contributed to improving a child’s oral health and overall health.”

Intell Partners

s &RANK (AMELLY n I.B.I.S., Inc. s *OHN +LEB n Sikich LLP s -ARK 2HODES n Dynamic Communities, Inc.

s "OB -C!DAM n Dynamic Communities, Inc.

s !NYA #IECIERSKI n CAL Business Solutions

s 6ICTORIA 9UDIN n Flexible Solutions, Inc.

s "RANDON +IRBY n

Sempra Energy Ranked Among Best Corporate Citizens for Corporate Responsibility Practices For the fourth consecutive year, Sempra Energy has been recognized as one of CR Magazine’s “100 Best Corporate Citizens.” Sempra Energy earned high marks for its performance in seven categories: environment, climate change, human rights, employee relations, corporate governance, and philanthropy and financials. Overall, Sempra Energy ranked 27th on the list.

“We are honored to be recognized for our corporate responsibility practices by CR Magazine,” said Randall L. Clark, vice president of corporate responsibility and corporate secretary for Sempra Energy.

“The benchmarks employed in this study mirror our company’s values emphasizing ethical, respectful behavior, responsible actions, and exceptional performance.”

Halo Business Intelligence

s $AVID -USGRAVE n Microsoft s ,ESLIE 6AIL n ASCI, Inc. s +IM 0ETERSON n GPUG s 2ICHARD 7HALEY n Accolade Publications, Inc.

s *OE 4EWS Agri-Cover

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GPUG Magazine

Southeastern Freight Lines Opens New Service Center in Texas Southeastern Freight Lines, a leading provider of regional less-than-truckload (LTL) transportation services, has opened a second service center in Houston, Texas in response to growing business in the region.

The new facility, located in South Houston, features 15,000 square feet of office space, a 9,800 square foot appointment warehouse, and 125 dock doors. The facility will provide improved delivery performance

and decreased travel time between centers and Southeastern customers. In addition, the new facility will boast many sustainability features, including a solar panel ďŹ eld that will generate one-third of the facilityâ&#x20AC;&#x2122;s power and a 10,000 gallon rain water harvesting system to conserve water. â&#x20AC;&#x153;By adding this service center in South Houston, we will be even better positioned to provide Southeasternâ&#x20AC;&#x2122;s quality-without-question service to the local market,â&#x20AC;? said Garrett Elrod, service center manager for Southeastern in South Houston. â&#x20AC;&#x153;Southeastern Freight Lines has provided the Houston market with â&#x20AC;&#x2DC;best-in-classâ&#x20AC;&#x2122; performance for many years. With the opening of the South Houston service center, our customers in the Houston market will beneďŹ t even more from the added capacity with improved pickup and delivery times.â&#x20AC;?

Young Living Essential Oils Announces Record Growth Young Living Essential Oils is proud to announce record-breaking growth in the ďŹ rst quarter of 2013.

Driven by a dedicated force of independent distributors and the strongest product oďŹ&#x20AC;ering in its history, Young Living has achieved its largest-ever ďŹ rst quarter and is positioned to accelerate its growth into the future.

In addition to a record-shattering quarter overall, Young Living also experienced the largest revenue month in its history in March 2013. During a typically slow time in the industry, Young Living has seen month after month of robust growth as more people than ever embrace its unique, life-changing message of wellness, purpose, and abundance.

Regional Chapter News Tampa Regional Chapter At its June meeting, Tampa Bayâ&#x20AC;&#x2122;s Regional Chapter took a harbor tour of the Port of Tampa aboard The Florida Aquariumâ&#x20AC;&#x2122;s Bay Spirit II. Attendees enjoyed networking opportunities and got a look at how Floridaâ&#x20AC;&#x2122;s largest port leverages Microsoft Dynamics GP to manage its day-to-day operations as well as its $100 million capital program. The group followed its 90-minute boat tour with an informative session on â&#x20AC;&#x153;Whatâ&#x20AC;&#x2122;s New in Microsoft GP 2013â&#x20AC;? led by Bob

McAdam. Tampa Bayâ&#x20AC;&#x2122;s fall meeting will be September 12 at the Tampa Port Authority headquarters building and will focus on how to get the most out of Summit 2013.

General Council of the AG Pastor Lands on TIMEâ&#x20AC;&#x2122;s 100 List &RESH FROM BEING FEATURED ON THE COVER OF 4)-% MAGAZINE IN !PRIL #HICAGO PASTOR 7ILFREDO $E *ESĂ&#x17E;S

KNOWN AS 0ASTOR #HOCO AND PASTOR OF THE 'ENERAL #OUNCIL OF THE !'

HAS BEEN SELECTED FOR THE 4)-% 4HE 4)-% LIST NOW IN ITS th YEAR RECOGNIZES THE ACTIVISM

INNOVATION AND ACHIEVEMENT of the worldâ&#x20AC;&#x2122;s most inďŹ&#x201A;uential INDIVIDUALS $E *ESĂ&#x17E;S WAS featured on the cover and in the accompanying story of 4)-% S !PRIL EDITION h4HE ,ATINO 2EFORMATION v WHICH EXPLORED THE GROWTH OF ,ATINOS among Protestant churches ACROSS THE 5NITED 3TATES h)T BRINGS YOU INTO A perspective of humility and HONOR TO BE IN A MAGAZINE SUCH AS 4)-% n WHICH IS KNOWN AROUND THE WORLD n TWICE IN ONE MONTH v $E *ESĂ&#x17E;S SAID h)T S A GREAT HONOR TO BE included with other people who have accomplished so many things and to be able to represent the kingdom of God AND THE !SSEMBLIES OF 'OD v

Do you have news youâ&#x20AC;&#x2122;d like to share in the next issue OF '05'Â&#x161; -AGAZINE 3IMPLY EMAIL IT TO News@GPUG.com and weâ&#x20AC;&#x2122;d be happy to share it here!

Fall 2013

9

news Kathy Kim – GPUG Member, Leader, and Recent MBA! Kathy Kim is one of the reasons why we love what we do. Kathy is a recent addition to the GPUG® Board of Advisors as well as the new leader of the Arizona Regional Chapter.

“Overall, I’m excited to have input into the topics offered for the quarterly meeting in a box. For my chapter, my goal is to have a regular attendance of 20 or more Members at our meetings,” says Kathy. “I really enjoy meeting with other Microsoft Dynamics GP Users and having the chance to tap into their experiences with Microsoft Dynamics GP. I also enjoy learning about modules and ISV products that others are using to find out if they might be useful in our organization.”

In addition to her leadership efforts, Kathy is the controller for Donor Network of Arizona and a recent MBA graduate!

“It wasn’t easy, and I had to sacrifice a lot of time with my husband in order to work full-time and attend school,” says Kathy. “I’m proud to say that I graduated with a 4.0 GPA. I believe that everything I have learned in my position at Donor Network of Arizona contributed to my success while pursuing my degree.”

Outside of GPUG and work, Kathy enjoys traveling with her husband in their RV. “In 2003, I was able to telecommute from our RV while we completed a trip to all 30 Major League Baseball stadiums. We have also travelled to Alaska twice and to the Canadian Maritimes,” says Kathy. “Donor Network of Arizona has been really flexible by allowing me to telecommute and travel in the summer.”

Thank you, Kathy, for all you do to enrich the GPUG community!

Speaking of her work…Kathy would like to encourage fellow GPUG Members to visit www.donatelife. net to learn how they can save and improve lives by registering to be an organ and tissue donor. Links to individual state registries can be found on this website.

GPUG

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GPUG Magazine

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

Special Interest Group (SIG) Sessions

Regional Chapter Meetings

AUGUST 7 – Upgrades – Upgrade Best Practices Part 2

AUGUST 19 – Northeastern Pennsylvania – Scranton, PA

AUGUST 8 – Healthcare

AUGUST 20 – Minnesota – St. Paul, MN

AUGUST 8 – BI and Reporting

AUGUST 21 – Carolinas – Charlotte, NC

AUGUST 13 – CRM/GP

AUGUST 22 – Ohio – Columbus, OH

AUGUST 16 – New Orleans – Covington, LA

AUGUST 14 – Distribution-Manufacturing AUGUST 15 – Multicurrency

Academy Courses

AUGUST 15 – DBA

AUGUST 14 – Reporting 201 in Microsoft Dynamics GP – SmartList Builder and Excel Report Builder

AUGUST 21 – SharePoint AUGUST 21 – HR/PR AUGUST 27 – Sys Admin SEPTEMBER 24 – Sys Admin – Where Did My Transactions Come From?

AUGUST 15 – Inventory Setup, Management, and Reconciliation AUGUST 16 – Advanced Management Reporter AUGUST 16 – Introduction to Microsoft Dynamics GP Modification and Customization Tools

Workshop Sessions

AUGUST 19 – SSRS 301

AUGUST 7 – Partner Showcase: Using Microsoft Dynamics GP to Transform Your Sales Team by Halo BI

AUGUST 28 – Microsoft Dynamics GP Administration Made Easy – Life Support for the Microsoft Dynamics GP Administrator

AUGUST 9 – CPM Friday AUGUST 12 – Builder Monday AUGUST 13 – GPUG Lunch & Learn Series: Microsoft Dynamics GP 2013 Web Client in 1 Hour AUGUST 14 – Polino Roundtable AUGUST 20 – Partner Showcase: Don’t Hire a Developer – Extend Microsoft Dynamics GP the No-Code Way by eOne Solutions AUGUST 22 – GPUG Summit 2013 Preview

In-person Events SUPPORT PRE-CONFERENCE TRAINING September 17 | Fargo, North Dakota www.gptechnicalairlift.com/support-pre-conference-training MICROSOFT DYNAMICS GP TECHNICAL AIRLIFT 2013 September 18-20 | Fargo, North Dakota www.gptechnicalairlift.com

AUGUST 22 – GPPC: Experience the Thrill of Integrated eCommerce for Microsoft Dynamics ERPs by i95Dev

THE PARTNER CONNECTIONS EVENT

AUGUST 26 – SSRS Monday

October 20-22 | Tampa, Florida

SEPTEMBER 4 – Partner Showcase: Greenshades Online and Payroll Tax Service

www.thepartnerconnectionsevent.com

SEPTEMBER 10 – GPUG Lunch & Learn Series: Native Business Intelligence (BI) for Microsoft Dynamics GP 2013

GPUG ACADEMY PRE-CONFERENCE TRAINING

SEPTEMBER 11 – GPUG Summit 2013 Preview

www.GPUGsummit.com/pre-conference-training

SEPTEMBER 12 – GPPC: Rapport, Revenue, and Rockton Software SEPTEMBER 25 – GPUG Summit 2013 Preview OCTOBER 8 – GPUG Lunch & Learn Series: Make Microsoft Dynamics GP Sing – Become an Extender Guru

October 21-22 | Tampa Convention Center | Tampa, Florida

GPUG SUMMIT 2013 October 22-25 | Tampa Convention Center | Tampa, Florida www.GPUGsummit.com

OCTOBER 17 – GPPC: Greenshades Online and Payroll Tax Service Fall 2013

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leaders

MEET THE SIG

GPUG® Special Interest Groups (SIGs) are formed around a common area of interest. While the groups are led by a subject matter expert, session attendees share their experiences and best practices as well. SIGs meet on a monthly or quarterly basis and Users are welcome to participate in as many groups as they wish. Learn more about the SIGs at www.GPUG.com > Resources > Special Interest Group.

Andy Snook Fastpath, Inc 3)' Audit and Compliance %-!), Snook@gofastpath.com 4)4,% President

Why are you excited to lead a SIG? I love SIGs because it is a great feeling when you hear someone say, “Wow, that is going to save me a ton of time!” or “I never knew you could do that!” I also enjoy connecting with Microsoft Dynamics GP Users and helping them find new ways to do things.

What can Users expect when they attend your SIG? They can expect answers. Our goal of the Audit and Compliance SIG is to help Microsoft Dynamics GP Users solve issues they may have, work through questions, and help people find better ways to do things.

Gregg Gillaspy Compass Health 3)' Behavioral Health Industry %-!), Ggillaspy@pbhc.org 4)4,% Director of Financial Planning & Analysis

Why are you excited to lead a SIG? We are experimenting by setting up a SIG for the behavioral health industry, which is a segment of the Healthcare SIG, so I guess you could call it a sub-SIG. I am passionate about getting Microsoft Dynamics GP Users from the behavioral health industry together to help each other out.

What can Users expect when they attend your SIG? We are at the grassroots level of launching our SIG, so anyone who attends the meetings can have a major impact on how this SIG takes shape. We recently held our initial webinar, and it was decided we would invite a Microsoft Dynamics GP Partner with healthcare expertise to join us for future quarterly webinars. I feel that the greatest value from being a part of our SIG will be the daily communication on GPUG Collaborate in the Behavioral Health SIG Community.

Leslie Vail ASCI, Inc. 3)' New to Microsoft Dynamics GP %-!), Leslievail@earthlink.net 4)4,% President

Why are you excited to lead a SIG? I have a passion for Microsoft Dynamics GP and want to show new Users just how fabulous a tool it can be. In the frenzy of going “live” on new software, Users rarely have a chance to learn the things that can tighten up their system and boost productivity. Something as small as unchecking a box can dramatically improve the monthly reconciliation process. I want to spread that knowledge and bring new (and experienced) Users to the next level with Microsoft Dynamics GP. I’ve been working with Microsoft Dynamics GP for 20 years, and each year I get more excited about how incredible this software really is.

What can Users expect when they attend your SIG? My SIG could cover almost anything since its focus is on Users who have recently implemented Microsoft Dynamics GP. We will cover the setup options that were likely never covered, how the modules work together, how to easily find the information you need for creating reports or SmartLists, some of the otherwise overlooked functionality gems, and even find out about some free products that can tweak the system in just the right way.

I have a great depth of knowledge of Microsoft Dynamics GP with the heart of a teacher, so this SIG won’t be limited to a single topic. With every session, I think a User will walk away with a new tidbit of knowledge. This SIG can take you from a newbie to a power User!

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GPUG Magazine

6\Y 796=,5 7H`YVSS /9 LUOHUJLTLU[Z THRL H .66+ [OPUN .9,(; Microsoft DynamicsÂŽ GP Payroll and HR is good at managing payroll and human resources functions. But it could be great, with the enhancements we have developed at Integrity Data.

We understand the challenges you face, such as correcting inaccurate payroll entries, calculating overtime and tracking leave and FMLA. We know it would be easier if you could automatically e-mail direct deposit statements and W-2 statements to your employees.

And weâ&#x20AC;&#x2122;ve worked with Microsoft Customers and their trusted Microsoft Partners across the globe for over 15 years, making Microsoft DynamicsÂŽ GP Payroll and HR work even better, making it what they need it to be.

We can do the same for you.

www.gphrp.com Â&#x2021; - 1 2

Compass Health

Making the Most of a Sophisticated Solution with Huge Capabilities

L

#/-0!.9 Compass Health (%!$15!24%23 Clinton, Missouri ).4%26)%7%% Gregg Gillaspy, CPA, CFP %-!), Ggillaspy@pbhc.org 7%"3)4% www.pathwaysonline.org %34!",)3(%$ 1972 .5-"%2 /& %-0,/9%%3 1,200+ -)#2/3/&4 $9.!-)#3 '0 53%2 3).#% 2011 .5-"%2 /& 53%23 25 licenses GPUG® -%-"%2 3).#% 2012

ike many organizations in the healthcare industry, Compass Health has evolved as a result of mergers and acquisitions as well as organic growth. Compass Health is the parent company of Pathways Community Health, Family Counseling Center of Missouri, Inc., Royal Oaks Hospital, and Compass Health Wellness. While its roots are in behavioral health, which encompasses counseling for mental health issues and alcohol and drug addiction, Compass is beginning to break out into more traditional areas of healthcare, such as medical and dental.

The organization is also working with state agencies in Missouri to look at different ways of lowering the costs of providing services to people on Medicaid.

To keep it all running smoothly, two years ago Compass deployed Microsoft Dynamics GP. “It’s our accounting software program that in essence helps us pay the bills, track things, and monitor the company’s financial performance,” says Gregg Gillaspy, the company’s director of financial planning and analysis.

Gregg, whose background is in public accounting (he ran his own CPA firm for 15 years) says that numbers are the central theme of his career. They are also the way he describes Compass: The company has more than 1,200 employees spread out among 37 departments, with 45 clinical locations in Missouri, one in Louisiana, and corporate headquarters in Clinton, Missouri. In 2012, Compass served more than 30,000 individuals; most of them were treated on an outpatient basis, but there are some facilities

C

for inpatient care, including a 41-bed hospital.

One of the largest mental health services agencies in Missouri, Compass generates approximately $70 million in annual revenue.

Gregg appreciates many aspects of Microsoft Dynamics GP, but perhaps none more so than the specificity it enables. “When you’re trying to analyze by both location and by department, it breaks the data down in hundreds of different ways so that we can look at them in minute detail,” he says. “It was more difficult to do that in the past using a less sophisticated accounting program, but Microsoft Dynamics GP allows us to input all financial activity associated with a particular department and location. Then we can generate reports that show us very specific numbers, delving into the level of detail that differentiates a category like ‘Substance Use – Adult’ from ‘Substance Use – Youth’.”

Having the ability to get to that level of detail is important for a couple of reasons.

For one thing, Gregg says the numbers serve as a roadmap of sorts for expansion. “If we can tell that a particular department or program is financially holding its own, we’re more apt to approve the hiring of additional people to handle more patients,” he says. “On the other hand, if it’s clear that we’re already losing money for a particular area, we might be reluctant to add staff unless it’s absolutely necessary.”

Another area in which specific numbers play an important role is the work that Compass does with state agencies in Missouri. By taking a more integrated and coordinated approach

ompass Health

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GPUG Magazine

guiding solutions

showcase USER MEMBER

to treatment, the entities are working to lower the costs of services provided to Medicaid patients. The question Gregg is helping both Compass and the state agencies address concerns combining visits to include both behavioral health issues as well as issues tied to more general health conditions. Specifically, does having a Compass practitioner’s routine for a visit include making sure that prescriptions are being taken properly for conditions outside the realm of behavioral health – such as diabetes or high blood pressure – both increase the quality of overall care and, by reducing the number of patient visits, cut costs? The state will need to make that call, Gregg says, but he’s confident in the numbers that Compass has provided based on pilot projects, which come directly from Microsoft Dynamics GP. Gregg says he sees Microsoft Dynamics GP as a wise investment

made by Compass before he joined the company, and it’s an investment with which he sees a promising future.

While the dates aren’t firm, Compass does plan to upgrade to version 2013. But at the moment, one of Gregg’s priorities is organizing and leading a Special Interest Group (SIG) for behavioral health companies that use Microsoft Dynamics GP. Gregg’s main goal in organizing the SIG is to create a forum for sharing knowledge that is relevant and timely. “I am passionate about getting Microsoft Dynamics GP Users from the behavioral health industry together to help each other out,” he says. “It’s important to do that because the solution is very sophisticated, and its capabilities are huge. We’re still getting used to it and everything it can do for us, so we still have a long ways to go.”

GPUG

Fall 2013

15

T T & TIPS & TRICKS I’ve Got SQL Code...Now What?

by Victoria Yudin

I

post a lot of Microsoft SQL Server® code on my blog (http:// victoriayudin.com/), and one of the most common questions I get when someone is looking for a report and finds my code is, “This sounds just like what I need, but what do I do with it now?” There are many ways of using SQL code that you can find on the various Microsoft Dynamics GP blogs, but one of the most common uses is in a SmartList. To answer the “now what?” question, I have put together step-by-step instructions on how to take code from a blog and turn it into a SmartList. The examples below show SQL Server 2012 and Microsoft Dynamics GP 2013, but the steps are pretty universal across the last few SQL Server and Microsoft Dynamics GP versions. To have an example you can follow along with, I will use code I posted recently to create a detail Receivables aging report: wp.me/pkuMh-1cJ. There are four main sections that we will go through in detail: create the SQL Server view, set up SmartList SQL security, create the SmartList, and set up User security for the SmartList.

Create the SQL Server View This is probably the most challenging step for many Microsoft Dynamics GP Users as they typically do not work with SQL Server and have a healthy dose of apprehension about this. In many companies, this may involve getting someone else to help you. Don’t be scared!

The work you need to do in SQL Server is perhaps a few minutes and will be well worth the payoff. To create the view in SQL: 1. Open SQL Server Management Studio and connect to your GP SQL Server.

2. Click on the New Query button from the menu at the top or type Ctrl+N. 3. Copy the SQL code from the blog into the new window that opens. Note that to create a SQL view, the code needs to start with the following: create view view_name as And at the end you will want to make sure you are granting permissions to DYNGRP, a SQL Server role that controls permissions for Microsoft Dynamics GP. That will look like the following: go grant select on view_name to DYNGRP

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GPUG Magazine

4. SQL Server typically defaults to the master database when opened, so to make sure you create the view in your Microsoft Dynamics GP company database, click on the drop-down arrow next to “master” and switch to your Microsoft Dynamics GP company database:

5. Click Execute on the menu at the top.

6. You will get a message back saying “Command(s) completed successfully.”

7. If you want to use your SmartList in multiple companies, repeat steps 4 and 5 for each of your Microsoft Dynamics GP company databases.

Set up SmartList SQL Security Before you can use a SQL view in SmartList Builder, you will need to grant SmartList Builder permissions to that view by following these steps: 1. Log into Microsoft Dynamics GP as a User that has proper security access.

2. Open the SQL Table Security window by navigating to Microsoft Dynamics GP | Tools | SmartList Builder | Security | SQL Table Security.

3. Select your company database on the left.

4. Choose Views at the top right.

5. Find the view on the right and select it, then click OK: 6. If you created the SQL view in multiple company databases, repeat steps 4 and 5 for each company database.

5. Check the Use Company Database checkbox if you are creating a SmartList that should run against whatever company the User is logged into (or if you are planning that for the future).

6. Select the company database on the left.

7. Select Views and click on your view on the right.

8. Click on the + sign to the right of Key Fields and add Key Fields – these should be what will make a line on the SmartList unique, in this case it will be the combination of Customer ID, document type, and document number (don’t stress over this one too much if you’re not sure; while one key field is required, this is only critical for some advanced functionality and can be changed later if needed):

Create the SmartList Now that you have the view in SQL Server and you have given SmartList permissions to it, you are ready to create your new SmartList: 1. Open SmartList Builder by navigating to Microsoft Dynamics GP | Tools | SmartList Builder | SmartList Builder.

2. Type in a SmartList ID and Name (the Item Name will default to the SmartList Name; I recommend leaving these the same to avoid confusion). This is what you and other Users will see when running the SmartList, so try to make this as self-explanatory as possible.

3. Choose what Product and Series to put your SmartList in – up to you on this one, the recommendations here would really depend on how many SmartLists you are planning on creating and also each specific SmartList. For this particular SmartList, you could add it to the Sales series, since that is where Users would most likely look for it.

4. Click on the + sign to the right of Tables and choose SQL Server Table:

*

9. Click Save to return to the SmartList Builder window.

10. Every column in the view will be brought in as a field for the SmartList – and SmartList is even smart enough to remove the underscores from the field names! At this point you can decide what fields to show, change formatting, etc. To simply add all the fields available to the SmartList, you can click on the dropdown arrow next to Default and choose Mark All:

Fall 2013

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Victoria Yudin is a Microsoft MVP – Microsoft Dynamics GP at Flexible Solutions. She can be reached at Victoria@flex-solutions.com or 212-254-4112, ext. 5971. Her blog can be found at http://victoriayudin.com.

11. Once you’re done configuring all the additional options for your SmartList, click Save.

12. To finish creating the new SmartList, open SmartList, and say Yes to the following message:

Set Up User Security for the SmartList You’ve created your SmartList; now the only thing left is to grant Users access to the new SmartList. Any Users with the POWERUSER role will automatically be able to see new SmartLists; for all others, you can follow the steps in this blog post: wp.me/pkuMh-42. While this was originally written for Microsoft Dynamics GP 10.0, it will also work for Microsoft Dynamics GP 2010 and Microsoft Dynamics GP 2013.

GPUG

“Any Users with the POWERUSER role will automatically be able to see new SmartLists...”

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GPUG Magazine

Congratulations to Theresa Knapp from Orthopaedic Associates Of Michigan for winning the

Ask

Spring 2013 Word Find. Your prize is in the mail, Theresa! Below are 25 words that relate to

Blogs

the topics and theme in this issue of GPUG® Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. Submit your completed Word Find

Communities

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

Contacts

S G P U G C O L L A N F A V V O R I I T E S C E E

U C O F A V O I R I T I E S E S T N N E V E O N I

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

S M U O R S T E N L R W E J I G O L L B I B T D I

C M U B S R L O V T S T N P F C R C V H F L A O N

R U L A T E N V E E T E L A F O G O R I O O C C U

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

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

S T R L L I S S T E N F S I D A G U E C P N L S O

G I S L P R O F I L E I K C T B C N T U P E I N C

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

I S F C N R N N P A R T I C I P L T P M I W R I G

I C E G L B S I N L F E R H R N L I I E N O A T A

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

S N D P S L E P V T L R T R S F B E I N S K R I S

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

P A O E R L R T S R S M P E U U R R R S G I E C M

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

B C F G T N I K R R O W T E N G T N P R S G P B P

R T I E V E N T G N I K R O W T E N L O S L O U U

E S S T N O C S E E I T T I N U M M O C E F I S G

W E L D O C U M E N T S T T N E V V E H E I N A C

S E A A R C C H I O J G N I T T E K R A M L T S O

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

A T A A P P I C I T R A P S D E E F S S R E S K L

Documents Events Favorites Files Find GPUG Collaborate Help Join Libraries Message Networking Participate Points Popular Postings Profile RSS Feeds Search Subscriptions View

Fall 2013

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7 2

11

6

9

1 4 3

8 10

5

topic on

...with GPUG Members We reached out to GPUG速 Members to pick their brains on a single question: How has participating in GPUG Collaborate changed the way you use Microsoft Dynamics GP?

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topic on

1 | Andriy Sokolov

4 | Bryan Robertson

Isagenix International, LLC Andriy.sokolov@isagenixcorp.com Manager of Finance and Supply Chain Applications GPUG is an invaluable resource for anyone who has a passion for Microsoft Dynamics GP. It provides a wealth of opportunities to collaborate with the most experienced Users/experts of Microsoft Dynamics GP as well as very useful webinars with never-ending possibilities for self-studying. Many things I’ve learned about Microsoft Dynamics GP I owe to GPUG. Not only have I found new ideas on development approaches and discovered creative solutions for solving support problems, but I have also developed a great interest in helping others and sharing my views and concepts with the GPUG community. Collaborative thinking and innovative suggestions from the group have helped me to work better and know where to go in order to provide efficient support and smart development for all of our Microsoft Dynamics GP initiatives.

SBA Communications Corporation Brobertson@sbasite.com Manager, Financial Systems/IT GPUG Collaborate has been a great addition to our toolbox here at SBA. Everyone is aware of the many points of reference, from CustomerSource to the assorted MVP blogs and numerous Microsoft Dynamics GP forums we depend on. It’s nice to have the ability to drop a question or an idea and enable fellow Users to share collaborative insight. Also, as the South Florida Regional Chapter chairman, it’s a great way to compare ideas with other Chapter leaders.

5 | Chris Brunelli RedTail Solutions Cbrunelli@redtailsolutions.com Director of Sales GPUG Collaborate is THE online destination of choice for the Microsoft Dynamics community, providing instant access to the collective wisdom of thousands.

2 | Beat Bucher Forensic Technology Inc. Beat.bucher@contactft.com Business Analyst / Microsoft Dynamics GP Administrator I’ve been using Microsoft Dynamics GP for almost 10 years and relied in my first years on the Microsoft Dynamics GP-focused newsgroups, forums, and blogs. When I convinced our company to join GPUG two years ago, I never thought that I’d be this involved in the community.

I joined GPUG Collaborate in the first days it was launched and was looking at it as just another community site, but I soon realized that it was attracting a different kind of User. GPUG Collaborate is different because all levels of questions are asked there, going from inquiries about third-party products to some very technical challenges. I’m getting at least as much out of this site as I do from the Microsoft Community site, and I try to give back to GPUG as much as I can. GPUG lives by its Members and for its Members.

3 | Bruce Burman North Dakota Mill Bburman@ndmill.com Senior Accountant Most of my use of GPUG Collaborate has been reading replies to Member questions. Most of the postings remind me that there are always various ways to do the same tasks, such as working with modules like SmartList Builder and the ability of incorporating formulas into reports. Over the years we find ways of doing our jobs, but GPUG Collaborate helps point out different, and sometimes better, ways to do the same job. I have also been responding to posted questions, which is rewarding. I feel GPUG Collaborate can be a great tool for both new and old Users of Microsoft Dynamics GP.

6 | Deanne Rasmussen The Commonwealth Medical College Drasmussen@tcmedc.org Systems Analyst GPUG Collaborate has given me another way to seek out “how to” information as well as new ways of using Microsoft Dynamics GP to its fullest capacity. It has also provided me with a sense of reassurance that there are other Users conquering the same challenges, which makes the Microsoft Dynamics GP universe a bit more manageable.

7 | Gregg Gillaspy Compass Health Ggillaspy@pbhc.org Director of Financial Planning & Analysis We were challenged with reducing our chart of accounts from 40,000 to 25,000 after a decision to combine many of our departments. I posted our dilemma on GPUG Collaborate and quickly received potential solutions. After testing three options presented on GPUG Collaborate, the best of the three options (purchase a third-party program to merge 15,000 accounts and their related history) was done during a 90-minute trip to the office on a Saturday morning. Option two would have taken weeks, and option three would have taken months. I’m very happy with GPUG Collaborate.

Fall 2013

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topic on

8 | Howard Swerdloff

10 | Karen Wainwright

Global Tower Partners Hswerdloff@gtpsites.com Dynamics Liaison It gives me ideas of how others are using Microsoft Dynamics GP, which in turn makes me look at other areas within Microsoft Dynamics GP to perform the same tasks. Specifically, I’ve been able to pick up some tips and tricks on reporting as well as some SQL scripts that have proven very beneficial.

Jet Reports Karenw@jetreports.com Microsoft Dynamics GP Channel Manager GPUG Collaborate should transform the way that Users take advantage of Microsoft Dynamics GP. Using real-life examples and advice, Users can save a great deal of time and get more value out of Microsoft Dynamics GP.

11 | Shawn Dorward 9 | Jennifer Pugh Florida Community Health Centers, Inc. Jpugh@fchcinc.org Director of Finance and Controller GPUG Collaborate is so much easier to communicate in than LinkedIn groups. I love the fact that you can include attachments so if you need to share a screen shot with the group, you can do that. It’s great to have so many experienced and involved Users participating and sharing their knowledge. It is definitely a welcome addition to what GPUG has to offer!

Southeastern Freight Lines, Inc. Shawn.dorward@sefl.com Financial Systems Analyst GPUG Collaborate allows Users to meet virtually, at any time, in order to share, connect, and learn. From credible solutions and challenges that pop up daily to best practices and suggestions from industry and system experts, GPUG Collaborate simply makes sense.

I can quickly blog about a challenge I resolved so others can benefit or elaborate on the topic. I can also quickly ask for someone’s help on an issue I’ve encountered as well as direct colleagues to GPUG Collaborate in order to get them involved as well.

GPUG

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MICROSOFT

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KTL SOLUTIONS

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GPUG Magazine

doc-link™ The Key to Going Paperless

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800.997.9921

www.altec-inc.com

T SEIZING THE

here are many ways to describe Vonzella Bryant’s approach to her life and her work. She believes in paying it forward.

She believes it wouldn’t take but one split second for any of us to end up in another’s shoes. Maybe she believes in karma. Or maybe she just believes. Ultimately, what her method of living and working is called is almost irrelevant because

Opportunity TO HELP OTHERS

labeling isn’t a priority, or even a necessity. “I like to help people,” she says. “So I strive to make that a part of everything I do.”

For nearly eight years, Vonzella has worked as controller for the General Board of Discipleship of the United Methodist Church. One of 11 agencies that comprise the church’s administrative infrastructure, the mission of Vonzella’s group is to help church leaders with resources such as training events, consultations, and the development of materials ranging from brochures and pamphlets to books to The Upper Room, a meditation magazine that’s translated into several languages and distributed worldwide.

While webinars are extending the reach considerably, General Board of Discipleship employees travel across the country and around the world to participate in church events and lead seminars on topics such as stewardship, establishing a youth program, or writing effective program materials.

From her desk in Nashville, Vonzella oversees things from a numerical perspective. In many ways, her resume suggests that her entire career has been a preparation for her current position. “I had worked for a United Methodist agency before, so when I saw this opening, it seemed like a great opportunity,” she says. Prior to joining United Methodist, she worked as a CPA in several states, she worked with Microsoft Dynamics GP, and she consulted with many nonprofits. Along the way she earned an MBA, followed by a master of social work (MSW). “That degree taught me to go beyond working with just the financial part and help with the planning and evaluation because I learned about working with and understanding people’s goals and motivations,” she says.

That breadth of understanding, she says, is what inspires her. “Some people want to see the caring and

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action

MEMBER IN helping side of things, while others want to see that you’re being financially efficient,” she says. “Putting those two things together is very important for any nonprofit, and my goal is to integrate them within the finance area.”

That said, Vonzella does venture out of her own department. “As staff, my colleagues and I get the chance to participate in a lot of the activities that are going on, and we take roles in helping out in the various communities,” she says. In the recent past, she’s participated in a variety of activities including bagging toys, sorting food for holiday baskets distributed by a food bank, delivering Meals on Wheels to a nursing home, organizing a library and a kitchen for an area youth agency, and helping with a survey conducted by The Contributor, a street newspaper that focuses on issues surrounding homelessness and poverty. “What I really like about this job,” she says, “is that there is always an opportunity to do something for someone else.”

Vonzella’s dedication to doing for others doesn’t start or stop with her job. She’s on the board of the Urban League of Middle Tennessee, where the mission is to help people get to work. At the Urban League, as well as in her role with the church, her official duty is managing the numbers. But that’s only the beginning. “There are opportunities to help other people regardless of your position, or the organization, or even what you’re doing,” she says, citing a recent company picnic that included a bake sale to raise funds for a summer camp as an example of how people live out various ministries.

For Vonzella, the ministry occurs at a very basic, very individual level. “People are bright and smart, and it only takes one opportunity to differentiate us,” she says. “I am helping people now, but five years from now I may need to rely on someone helping me.”

GPUG

Clockwise from top left: Staff person cleaning up the kitchen during a Lent Service Retreat for youth. Helping senior citizens plant a garden (taken at Microsoft Convergence 2013). Helping Comcast Cares with Nashville Urban League make bookshelves for local school classrooms. Making banners to decorate a local nursing home at Christmas time.

Vonzella and GPUG Vonzella brings her talents to the GPUG community through her leadership of the Nashville Regional Chapter. We’re glad to have her as part of our Regional Chapter leadership team!

Fall 2013

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T T & TIPS & TRICKS Finding User Roles with Access to a SpeciďŹ c Window/Report is as Easy as A, B, C!

by Abra Lynne Gilman and Mike Gilman

M

any Customers need to give their auditors an answer to the question, â&#x20AC;&#x153;Who can get to THIS window?â&#x20AC;? Itâ&#x20AC;&#x2122;s easy enough to see the Roles that a User is assigned to, but getting to the exact windows and reports they will be able to access is a diďŹ&#x20AC;erent story.

$ # %&" # ' % / % ! $0 $" ) -

The ABCâ&#x20AC;&#x2122;s of Getting a List of User Roles for a SpeciďŹ c Window/Report: A.

Populate the Security Resource Description Table. Just follow these steps: 1. Click Microsoft Dynamics GP, point to Maintenance, and then click Clear Data to open the Clear Data window.

2. On the top Display menu, select Physical.

3. In the Series list, select System.

4. In the Tables pane on the left, click the Security Resource Descriptions table, and then click Insert.

5. Select OK, select Yes, to clear data (BE SURE ONLY the one table is listed on the right, otherwise select NO). In the Report Destination window, select the Screen check box, and then select OK to send the report to the screen. Close the report.

The Security Resource Descriptions table is now populated with your current information.

Clear Data Maintenance Window

Although Users can eventually get to the answer by printing and deciphering several reports that show which windows within tasks, within roles a User can get to, there must be a simpler way!

( $% #!$! % ) $ &# %) "!#% $%,

Well, there is an easier solution â&#x20AC;&#x201C; and here it is! Microsoft support has suggested these steps and script (that an administrator can run) to ďŹ nd out exactly what roles can get to â&#x20AC;&#x153;a speciďŹ c window or reportâ&#x20AC;?.

26

GPUG Magazine

B.

Find out the “Display Name” of the Window (or Report) your auditor is requesting: 1. Sign into Microsoft Dynamics GP as a User authorized to open the window/report in question. Pull up the window/report and look at the name displayed in the header of the screen. In most cases (unless someone has modified it), the display name is the one shown. Use that “display name” in step “C”.

5. Replace the last part of the SQL query with the actual Window/Report display name (ie. “Print Payables Checks”).

6. Execute the query by hitting “Ctrl E” or selecting the Execute button to the right of the database name in the screen.

7. The results will display the User Roles with access to the Window/Report. The task ID and Task Name will also be displayed.

OR You can glance through the ENTIRE list of window display names by clicking on Microsoft Dynamics GP, point to Tools, point to Resource Descriptions, and Click Windows to open the Windows Descriptions screen. You can then choose the Series (Purchasing, Financial, etc.) and scroll until you find what you are looking for.

8. To see the list of User Roles for a different Window/Report, just change the last line of the query to the new screen in question.

C. Query the Security Resource Description Table by doing these steps: 1. Go to the SQL Query Tool (Start > Programs > Microsoft SQL Server > Microsoft SQL Server Management Studio). Sign in as a User authorized to run SQL scripts.

2. Click on the button New Query on the top left side of the screen.

3. Select the Company database in question from the database dropdown (it will most likely be displayed as “master” until you select the specific company database).

4. In the white query area type in the following SQL query:

This SQL Query has saved our consulting team/Customers hours of deciphering Roles, Tasks, Windows, and Reports! Take a moment to step thru A, B, and C to see how much time you can save! GPUG Abra Lynne Gilman and Mike Gilman are senior consultants at Collins Computing, Inc. They can be reached at Agilman@collinscomputing.com and Mgilman@collinscomputing.com, respectively, or 949-457-0500.

SELECT ISNULL(A.SECURITYROLEID,'') AS SECURITYROLEID, ISNULL(M.SECURITYROLENAME,'') AS SECURITYROLENAME, --ISNULL(M.SECURITYROLEDESC,'') AS SECURITYROLEDESC, ISNULL(O.SECURITYTASKID,'') AS SECURITYTASKID, ISNULL(T.SECURITYTASKNAME,'') AS SECURITYTASKNAME, --ISNULL(T.SECURITYTASKDESC,'') AS SECURITYTASKDESC, R.PRODNAME, R.TYPESTR, R.DSPLNAME, R.RESTECHNAME, R.DICTID, R.SECRESTYPE, R.SECURITYID FROM DYNAMICS.dbo.SY09400 R FULL JOIN DYNAMICS.dbo.SY10700 O ON R.DICTID = O.DICTID AND O.SECRESTYPE = R.SECRESTYPE AND O.SECURITYID = R.SECURITYID FULL JOIN DYNAMICS.dbo.SY09000 T ON T.SECURITYTASKID = O.SECURITYTASKID FULL JOIN DYNAMICS.dbo.SY10600 A ON A.SECURITYTASKID = T.SECURITYTASKID FULL JOIN DYNAMICS.dbo.SY09100 M ON M.SECURITYROLEID = A.SECURITYROLEID WHERE R.DSPLNAME = ‘<Window_or_Report_Display_Name_Here>’

Fall 2013

27

Module Ownership Changes for Microsoft Dynamics GP PART II

I

n the last issue of GPUGÂŽ Magazine, we featured an update on three Microsoft Dynamics GP modules that are transitioning back to the ISVs who originally created them.

The sales, maintenance, and support of Collections Management by Professional Advantage, Extender by eOne Integrated Business Solutions, and Risk Management Suite

by Merit Solutions are now all back in the hands of their creators.

GPUG recently touched base with all three organizations to ask about the transition and to see whatâ&#x20AC;&#x2122;s coming up for each product.

The Thing About Transitions While all three organizations agree that itâ&#x20AC;&#x2122;s been good to have their products back â&#x20AC;&#x153;in houseâ&#x20AC;?, they say that the transitions were not as seamless as they hoped. â&#x20AC;&#x153;Since Collections Management has been bundled for so many years, people just see it as an integral part of Microsoft Dynamics GP and donâ&#x20AC;&#x2122;t realize those windows are actually part of a separate product,â&#x20AC;? says Brent Hitterdal, Microsoft Dynamics ISV manager Want to talk directly to Professional Advantage, eOne Integrated Business Solutions, or Merit Solutions? Whether youâ&#x20AC;&#x2122;re in need of support or youâ&#x20AC;&#x2122;re a Partner looking for more information about these products, these three gentlemen can guide you in the right direction.

You can also check out the websites for updated information on future releases, product roadmaps, and the latest news. Âť Brent Hitterdal, Microsoft Dynamics ISV manager 0ROFESSIONAL !DVANTAGE s EXT "RENTH PROFAD COM s WWW PROFAD COM Âť Martin Olsen, product director E/NE )NTEGRATED "USINESS 3OLUTIONS s EXT -ARTIN OLSEN EONESOLUTIONS NET s WWW EONESOLUTIONS NET Âť Josh Richards, marketing program manager -ERIT 3OLUTIONS s *RICHARDS MERITSOLUTIONS COM s WWW MERITSOLUTIONS COM for Professional Advantage. â&#x20AC;&#x153;We called a Customer twice and talked to two diďŹ&#x20AC;erent managers about their ERP systems. They were certain they did not use Collections Management, but it turned out they actually had six people who used it all day, every day, and the managers just werenâ&#x20AC;&#x2122;t aware that it was actually a separate product.â&#x20AC;?

On the ďŹ&#x201A;ipside of not knowing they were using a separate product, there were some who thought the products were going away. â&#x20AC;&#x153;There was originally a lot of confusion about what was going on as Partners and Customers thought the products were being discontinued,â&#x20AC;? says Josh Richards, marketing program manager for Merit Solutions. â&#x20AC;&#x153;The biggest learning we had was that we could have done more with the Microsoft support team to try and drive recognition and awareness before the transition date.â&#x20AC;?

In addition to any work the ISVs did on their own, Microsoft worked with each of these original equipment manufacturers (OEMs) to distribute announcements on PartnerSource and CustomerSource, but the information was perhaps not as widely viewed as the teams

28

GPUG Magazine

originally thought, and Microsoft was unable to share Customer information with the OEMs due to privacy restrictions. â&#x20AC;&#x153;At this point there are still many Customers who have no idea they own a license and no idea they need to do something to keep it,â&#x20AC;? says Brent. â&#x20AC;&#x153;In many cases, particularly outside of North America, we have been unable to establish contact with Partners. Unfortunately, some Partners initially see our message of â&#x20AC;&#x2DC;you already own this software, all you need to do to claim itâ&#x20AC;&#x2122; as some sort of scam. Partners that engage with us quickly realize this is not the case.â&#x20AC;?

In addition to a language barrier, on the global level it can be more diďŹ&#x192;cult to get contact information and do business in general. â&#x20AC;&#x153;Weâ&#x20AC;&#x2122;ve been under a massive list cleaning operation, trying to ďŹ nd the right contacts at each Partner organization and have even hired people with foreign language skills to help contact Partners in other regions,â&#x20AC;? adds Brent. â&#x20AC;&#x153;It also turns out in some countries, such as Venezuela, that itâ&#x20AC;&#x2122;s impossible for them to send money out of the country. It worked well when Microsoft owned the product as they had a local manager, but now we have 70 to 80 Customers who have no way of paying things,â&#x20AC;? says Martin Olsen, product director for eOne Integrated Business Solutions. â&#x20AC;&#x153;Weâ&#x20AC;&#x2122;re not in a position to open a Venezuelan oďŹ&#x192;ce, so weâ&#x20AC;&#x2122;ll just need to work through logistical things like that.â&#x20AC;?

Taking Back the Reigns That tongue-in-cheek example is something that is a challenge but also good for business since eOne rose from 2,900 to 7,500 direct Customers after the December 2012 transition. â&#x20AC;&#x153;Having almost three times as many Customers, right away, was a challenge from a volume perspective,â&#x20AC;? says Martin. â&#x20AC;&#x153;We did a lot of things in a hurry to get ready for them.â&#x20AC;?

That change in scope is something that resonated as a challenge for Merit and Professional Advantage as well. â&#x20AC;&#x153;While we provided the level three support when Microsoft owned the Risk Management Suite, we had to make changes to our support structure since we are now directly supporting more than 800 clients,â&#x20AC;? says Josh. â&#x20AC;&#x153;There was a lot of back-end work to make sure that our systems and processes could support all those clients and at a level we pride ourselves on.â&#x20AC;? â&#x20AC;&#x153;Itâ&#x20AC;&#x2122;s fair to say that by gaining control again of Collections Management, weâ&#x20AC;&#x2122;ve seen a rekindling of energy around our horizontal Microsoft Dynamics GP products,â&#x20AC;? says Brent. â&#x20AC;&#x153;We now have complete control of product functionality, and we can be proactive in our sales and marketing campaigns.â&#x20AC;?

On the Horizon That type of focused energy is evident for all three organizations as their products are now true ISV products â&#x20AC;&#x201C; each with its own product roadmap and direction for future enhancements â&#x20AC;&#x201C; instead of modules for Microsoft Dynamics GP. â&#x20AC;&#x153;Weâ&#x20AC;&#x2122;re working on expanding the functionality we can oďŹ&#x20AC;er. For example, we are reviewing a new oďŹ&#x20AC;ering called â&#x20AC;&#x2DC;Archive Expressâ&#x20AC;&#x2122; which is based on our highly successful product Company Data

My social media favorites these days are…

A multi-way tie between all of the Microsoft Dynamics GP MVPs and two SQL Server MVPs, Paul Randal and Kimberly Tripp.

On my desk right now is…

A re-implementation of Microsoft Dynamics GP including taking it from multiple company databases into just one company database. Another “to do” on my desk is to help as many people in the Microsoft Dynamics GP Community as I can. It is through helping others that I learn more, and the more I help others, the more they can help me.

-Y THREE GOALS FOR AREx 1.Help make GPUG® Summit 2013 the best ever.

2. Try to be even more giving to others in the Microsoft Dynamics community and to the world at large.

3. Moreover, as in every year, give more than I receive.

GPUG® has selected John Lowther as our Volunteer of the Quarter.

Congratulations, John!

John is the director of software development and integration for Sta-Home Health & Hospice, Inc., as well as chairman of the GPUG Board of Advisors, leader of several Special Interests Groups (SIGs), contributor to GPUG Magazine and several industry blogs, and a GPUG All Star. Let’s learn a little about John…

When I’m not at work…

I try to spend some time answering emails from people with Microsoft Dynamics GP challenges. The main reason that I volunteer so much is that I actually learn more by teaching others than by just sitting in a class, or reading a manual, and it has also allowed me to make friends that I never would have met. Lastly, I guess that part of it is just my nature to help others whenever I can.

I especially love taking my vacation time to spend time with my kids as well as help the band directors in their high school marching band. I attend all their practices, games, and even all their band competitions. If you ever get to see them march, you will probably see me somewhere close by helping out. Additionally, I can tell you there is no greater joy for a parent than to see your kids performing in a national high school band competition, and then seeing the tears of joy on their faces after they finish their performance.

The best advice I ever received was…

It is better to know where to find the answers to any problem than to know the answer to a specific problem.

Archive. That will allow us to provide some added value to thousands of Users,” says Brent. “It’s also exciting news for Business Essentials Customers who can now purchase Collections Management as Microsoft had previously only licensed it to Advanced Management Customers.”

“Overall things are going really well. It’s nice that Partners know us and our products well and while support loads have been up, it’s not as much as we originally predicted,” says Martin. “From a development perspective, we can make decisions independently of Microsoft as we’re not tied to release schedules or their corporate direction.”

“We’re also better utilizing our expertise within the quality, compliance, and control areas to drive that product direction where we think it will best play,” adds Josh.

A Message for Users Each ISV has a word of thanks for their Customers, thanking

them for their patience as the transitions were worked out and the companies got their systems in place.

“We understand that there was confusion, and we want to keep Customers satisfied while they’re using our products,” says Josh. “A lot of people use the Risk Management Suite and like it, and when you look at the reason why companies choose Merit Solutions, it’s because of our product quality. We’re now committed to making sure we have the support quality there as well.”

“Moving forward, we want to keep it as simple for them as possible,” says Martin. “At the same time, we’re going to do a lot of development to make the product even better, giving Customers even more value for their money.”

“We are very happy to see so many Partners and Customers getting involved with Collections Management and Professional Advantage again,” says Brent. “We have already received a number of enhancement requests from interested Partners, and we welcome more.”

GPUG Fall 2013

29

DON

Morton TON DON MORTO

Microsoft Fargo site leader teams interact with them, that makes us all better, more productive, and brings Microsoft tremendous value.

Personally, the networking has always been very valuable. GPUG has so many positive things going on – the learning, the interactions with other Members, and the innovation to create new things. It’s all very valuable and important. You throw networking opportunities in there, and it makes it an even better community.

GPUG: Thank you for the kind words. Speaking of new things, we launched GPUG Collaborate this spring as a way to bring Members together in those times when we’re not together face-toface. What do you see as the value of these types of tools?

DM: We live in a fast-moving time, and to depend on an annual event is not enough. Users need to be agile and do things in real time. If a User has an issue that another User has experienced, getting the answer they need right now is important. We have a very active, very engaged Microsoft Dynamics GP community, and this helps to foster that.

D

on Morton is celebrating 14 years at Microsoft this year, serving as the Microsoft Fargo site leader for the past seven. Don has been an advocate of GPUG® over the years (including the informal days back in 1999), and we sat down with him to talk about collaboration, the benefits of connecting with Members, and his advice for Members on their Microsoft Dynamics journey.

GPUG: You’ve been gracious to us over the years, speaking at various events both on Microsoft’s Fargo campus and “on the road”. What value does being in front of Microsoft Dynamics GP Users hold for you?

Don Morton (DM): It’s very easy to support the User groups. GPUG has hosted events on our campus before, and they’ve been a huge win for the Fargo campus and Microsoft. Whenever we’re able to have Customers and Partners on campus and have our support and R&D

30

GPUG Magazine

GPUG: How can the “offline” collaboration between Microsoft and GPUG continue to grow?

DM: I think we can get feedback to the R&D team even faster. They’re very focused on agility and collaboration, and GPUG involvement enables us to get high-quality feedback very quickly. That’s invaluable as we continue to march forward.

GPUG: You meet with a lot of Microsoft Dynamics Users throughout the year. Do you have any anecdotes from those meetings as to how peer-to-peer learning is beneficial to Users and Microsoft?

DM: Definitely. At Convergence this past year I received a request from a Partner who was working with the Detroit Pistons. They knew that I’d worked with sports teams in the past, and they wanted to see if we could do anything to help the Pistons representatives meet others in the industry at Convergence.

showcase MICROSOFT MEMBER

With the help of our tele-sales team, we were able to put together some meetings at the convention center for about 25 sports team Users to have lunch together and get to know each other. We then shared information about GPUG and CRMUG® as they wanted to get involved with the groups and continue their networking and learning experiences.

GPUG: Speaking of Convergence, how do you feel that GPUG Summit and Convergence complement each other?

DM: There’s a tremendous synergy there. Convergence is the big umbrella that brings people and ideas together, and GPUG Summit is a little more personal of an event that continues to drive innovation forward.

GPUG: You’ve been in this community a long time. What do you like best about your role at Microsoft as it’s evolved over the years?

DM: As Doug (Burgum)’s chief of staff, I was the liaison to Customers and Partners. Now I act as the liaison between the Microsoft leadership team and the Fargo campus. We have a couple of teams on our campus who address staffing needs within the Microsoft Dynamics community, especially the college campus recruiting strategy, so there’s a great deal of synergy in being connected to Partners and Users.

GPUG: Do you have any advice for a User who is just beginning the Microsoft Dynamics journey?

DM: Participate in Convergence, GPUG Summit, and your Regional Chapter meetings. Be a good Member and get engaged. If you commit yourself to the group, you will see tremendous value.

One last piece is to not ever lose sight of the fact that one person can make a difference. You have the opportunity as a Microsoft Dynamics GP User to improve our product. Your input is valued and encouraged, and you can impact our future releases.

GPUG

888.205.1531 | www.highjump.com/truecommerce Visit us at GPUG Summit | Tampa, FL | October 22 - 25, 2013 Fall 2013

31

T T & TIPS & TRICKS Say Goodbye to Mispostings

by Bob McAdam

M

any Microsoft Dynamics GP Customers work with multiple companies each day, including test environments, which means that potential transaction confusion can arise when Users move from one database to another. While the company and process date appear in each Microsoft Dynamics GP window, mispostings are still a fact of life. The most efficient way to alleviate this issue is to ask your Partner to install the Support Debugging Tool so you can leverage its company-based color schemes.

Once installed, open the “Administrator Settings” window and choose the “Company” tab. Here you’ll find a checkbox to enable this feature as well as a long list of theme colors to choose from. These visual helpers can effectively aid Users who bounce around various databases and ultimately help reduce posting errors and maintain efficient data entry practices.

The Support Debugging Tool itself is available at no cost but ONLY via PartnerSource (it has a long list of complex tasks it can

perform, thus this restriction), so please inquire with your Partner about obtaining it so you can begin to leverage this effective tool set. Also, the Support Debugging Tool Portal, a centralized support arena, can be found at http://aka.ms/sdt.

Thanks to my friend David Musgrave, the developer of the Support Debugging Tool and a regular Microsoft Convergence presenter, for including such a helpful and easily-configurable function in this collection. This simple change is as easy to deploy in your Microsoft Dynamics GP environment as it is useful, and clearly it is VERY easy!

GPUG Bob McAdam is the vice president of finance at Dynamic Communities, Inc. (the creator of GPUG® and the AXUG®, CRMUG®, and NAVUG™ communities). He’s worked for both User and Partner organizations and is a past recipient of the GPUG All Star Award. He can be reached at Bob.mcadam@dynamiccommunities.com.

32

GPUG Magazine

Payroll Tax Service KƵƌ ƚĂdž ƐĞƌǀŝĐĞ ŝƐ ƚŚĞ ĞĂƐŝĞƐƚ ǁĂLJ ƚŽ ĮůĞ ĂŶĚ ƉĂLJ LJŽƵƌ ƉĂLJƌŽůů ƚĂdžĞƐ͘ /ŶƐƚĞĂĚ ŽĨ ƚƌĂĐŬŝŶŐ ĚĞĂĚůŝŶĞƐ LJŽƵƌƐĞůĨ͕ ǁĞ ǁŝůů ĐƌĞĂƚĞ ƚŚĞ ŽƉƟŵĂů ƉĂLJŵĞŶƚ ĂŶĚ ĮůŝŶŐ ƐĐŚĞĚƵůĞ ďĂƐĞĚ ŽŶ LJŽƵƌ ĐŽŵƉĂŶLJ͛Ɛ ƉĂLJƌŽůů͘ KƵƌ ŽŶůŝŶĞ ƉŽƌƚĂů ŬĞĞƉƐ LJŽƵ ŝŶ ĐŽŶƚƌŽů ĞǀĞƌLJ ƐƚĞƉ ŽĨ ƚŚĞ ǁĂLJ͗ ƚƌĂĐŬŝŶŐ ƵƉĐŽŵŝŶŐ ĚĞĂĚůŝŶĞƐ͕ ǀŝĞǁŝŶŐ ŚŝƐƚŽƌŝĐĂů ŝŶĨŽƌŵĂƟŽŶ͕ ĂŶĚ ĂůůŽǁŝŶŐ LJŽƵ ƚŽ ƐĐŚĞĚƵůĞ ƉĂLJŵĞŶƚƐ Žƌ ĮůŝŶŐƐ ŝŶ ĂĚǀĂŶĐĞ͘ KŶĞ ŽĨ ŽƵƌ ƉƌŝŵĂƌLJ ŐŽĂůƐ ŝƐ ƚŽ ŚĞůƉ LJŽƵ ŬĞĞƉ LJŽƵƌ ŵŽŶĞLJ ĂƐ ůŽŶŐ ĂƐ ƉŽƐƐŝďůĞ͘ tŚĞŶ ǁĞ ĐĂůĐƵůĂƚĞ ƚŚĞ ĞdžĂĐƚ ĚĂƚĞ ƚŚĂƚ ƉĂLJŵĞŶƚƐ ĂƌĞ ĚƵĞ ǁĞ ǁŝůů ƚƌĂŶƐĨĞƌ ĨƵŶĚƐ ƚŽ ŐŽǀĞƌŶŵĞŶƚ ĂŐĞŶĐŝĞƐ ĚŝƌĞĐƚůLJ ĨƌŽŵ LJŽƵƌ ĂĐĐŽƵŶƚ ǁŝƚŚŽƵƚ ĨŽƌĐŝŶŐ LJŽƵ ƚŽ ƉĂLJ 'ƌĞĞŶƐŚĂĚĞƐ ŝŶ ĂĚǀĂŶĐĞ͘ 'ƌĞĞŶƐŚĂĚĞƐ ĂůƐŽ ŬĞĞƉƐ LJŽƵ ŝŶ ĐŽŶƚƌŽů ŽĨ LJŽƵƌ ŵŽŶĞLJ ďLJ ĂůůŽǁŝŶŐ ƚƌĂŶƐĨĞƌƐ ĨƌŽŵ ŵƵůƟƉůĞ ďĂŶŬ ĂĐĐŽƵŶƚƐ ĂŶĚ ďLJ ƉƵďůŝƐŚŝŶŐ ƌĞĐĞŝƉƚƐ ĂƐ ƐŽŽŶ ĂƐ ƚŚĞ ƉĂLJŵĞŶƚƐ ĂƌĞ ƌĞĐĞŝǀĞĚ͘

The Core Module ŽĨ ŽƵƌ WĂLJƌŽůů TĂdž ^eƌǀŝĐe ŝŶĐůƵĚeƐ ƉĂLJŵeŶƚƐ ĨŽƌ &eĚeƌĂů /ŶĐŽŵe TĂdž tŝƚhhŽůĚŝŶŐ ;&/TͿ͕ ^ŽĐŝĂů ^eĐƵƌŝƚLJ͕ DeĚŝĐĂƌe͕ ĂŶĚ &eĚeƌĂů hŶeŵƉůŽLJŵeŶƚ ;&hT Ϳ͘ te ǁŝůů ĂůƐŽ ƐƵďŵŝƚ ƌeƚƵƌŶƐ ĨŽƌ &eĚeƌĂů tͲϮƐ͕ ϵϰϭƐ͕ ϵϰϬƐ͕ ĂŶĚ Eeǁ ,ŝƌe ƌeƉŽƌƚƐ͘ State Packages ƐƵƉƉŽƌƚ ƚhe ĐĂůĐƵůĂƟŽŶ ŽĨ ƚĂdž ĚeĂĚůŝŶeƐ͕ ŐeŶeƌĂƟŶŐ eůeĐƚƌŽŶŝĐ ĮůeƐ͕ ĂŶĚ ĂƵƚŽŵĂƟĐ ƐƵďŵŝƐƐŝŽŶ ŽĨ ďŽƚh ƉĂLJŵeŶƚƐ ĂŶĚ ĮůŝŶŐƐ ĨŽƌ ^ƚĂƚe /ŶĐŽŵe TĂdž tŝƚhhŽůĚŝŶŐ ;^/TͿ ĂŶĚ ^ƚĂƚe hŶeŵƉůŽLJŵeŶƚ /ŶƐƵƌĂŶĐe ;^hT Žƌ ^h/Ϳ͘

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PICKING THE

EXPERTS’ MINDS ON

COLLABORATION

36

GPUG Magazine

illustration Matt Mastrud

H

umans are a social breed.

Our history, traditions, and lessons have been passed down through the generations via stories and demonstration. The advent of social media brought a change to our interactions, making them quicker, readily available, and less personal. A 2012 study found that there are now more devices connected to the Internet than there are people on earth, one person joins LinkedIn each second, 340 million tweets are sent each day, and 40 percent of people now socialize more online than faceto-face. (All Twitter, www.mediabistro.com).

That’s a lot of interaction. GPUG® was interested to see how this social interaction impacts the Microsoft Dynamics GP community, so we reached out to some Members who are very active online to pick their brains on how social media has affected collaboration.

A Platform for Sharing Information sharing used to be limited to events, over the phone, or via books and manuals.

Increased Internet capabilities allowed information to be shared on websites, webinars, and videos, with social media acting as a vehicle for getting the word out about the various learning platforms.

“With experts around the world, social media has made the world smaller by bringing all the collaboration to your computer,” says Jon. “Before engaging a social media strategy, Data Masons was like many other companies who relied on their website to provide a majority of their information. I can now go out and publish information at any time, from anywhere, making the information more timely and relevant to the Microsoft Dynamics and EDI communities.”

The Medium of Choice While social media was first geared towards personal use, it has gravitated towards business use over the last couple of years.

Twitter, LinkedIn, and Google+ come out on top with those we talked to, but Facebook has its place as well according to Tom Weaver, financial systems manager for Excelsior College, “I don’t mind duplication between Facebook and Twitter. I’d rather get the information twice than not at all.”

Another venue are blogs and the Dynamics Community website, where many Microsoft Dynamics GP experts are regular contributors. According to Mark Polino, CPA, Microsoft MVP, and consultant for I.B.I.S., Inc., “Social media makes it easy take something I learn and share it with everyone. This significantly compresses the timeframe for people to learn new things about Microsoft Dynamics GP.” There’s also the consideration of what you want to achieve. “For me, it’s hard to pick only one as they all achieve different outreaches, both personally and professionally, depending on the audience,” says Jon Rivers, Partner channel manager for Data Masons Software. “If I had to choose, LinkedIn and Twitter are my top contenders.”

Coast to Coast Sales Tax Solution FREE with the purchase of a three year enhancement plan! www.KampData.com Tel: (702) 948-6554 offer good thru 12/31/2013 photographs by Bryce Edwards and b k joiseyshowaa

Fall 2013

37

There’s also an element of speed that wasn’t there before, shares Tom. “It’s the quickest form of communication,” he says. “If you have a question, someone has already asked it, and the answer is almost guaranteed to arrive in a timely manner via social media. In other words, hot topics will almost certainly show up in your feed when you need them most. I firmly believe that the online experience naturally cultivates face-to-face conversations at a conference by indirectly providing that ice breaker.”

Where the Experts Go With so many avenues to choose from, the experts share that they have plenty of choices as to where to go to get what they need. Search engines (Google and Bing) seem to be the favorite for general information, and, based on ease of use and information found, they top CustomerSource.

“I start with Bing or GPWindow.com,” says Mark.

“Now that Bing includes Microsoft Dynamics GP support documentation, it’s a great place to see if someone else has seen this issue.”

LinkedIn groups also top the list, according to Anya Ciecierski, director of marketing at CAL Business Solutions and co-founder/editor of the ERP/CRM Software Blogs. “I ask a question on one of my LinkedIn groups or send an email to a group of colleagues with whom I collaborate,” she says.

The Value is Real Whether it’s getting answers or building relationships, the value people receive from social media is real.

“I’ve consistently heard the same comment from Users, that they’re getting their questions answered in real time by industry experts who they may not have had access to otherwise,” says Jon. “I think that sums up the true value of social media.”

“Blogging has changed the way we get and share information in our community,” says Anya. “VAR and ISV Partners have a real opportunity to use social media to connect with each other and build relationships, become known as a supporter, and move past the gatekeeper quickly.”

How GPUG Collaborate Fits into the Picture We launched GPUG Collaborate with the hope of extending the value our Members receive from networking with each other at events and webinars and finding solutions to specific problems from other professionals who have experienced the same thing. It’s good reinforcement for us to hear these Users and Partners think it has its place.

“I view GPUG Collaborate as another vehicle to learn more about Microsoft Dynamics GP every single day,” says Tom. “It’s the perfect complement to Facebook, Twitter, blogs, emails, and CustomerSource. I also think that GPUG

38

GPUG Magazine

Collaborate has strengthened my networking efforts. I am just so appreciative to those who participate and are willing to share their knowledge.”

According to Mariano Gomez, Microsoft MVP and EVP of midmarket solutions for IntellPartners, LLC, “It’s where the Users are. In a short time, GPUG Collaborate has become a key place for Microsoft Dynamics GP Users to look for answers. Also, a number of folks I know are suddenly answering questions on GPUG Collaborate.

They’ve never tackled problems in other forums, but now they’re out in front delivering answers.”

Gregg Gillaspy, director of financial planning and analysis for Compass Health, concurs and adds that GPUG Collaborate helps him help others. “I want to help others solve the problems they have with Microsoft Dynamics GP. It’s a true win-win situation.”

“You often hear about community and User groups, but GPUG Collaborate pulls those ideas together in a place where Users can get together in a community of sorts,” says Howard Swerdloff, Dynamics liaison for Global Tower Partners. “There are great questions, answers, and discussions, and you can always learn something new just by participating.”

Ideas for the Future Sometimes it’s hard to think that social technology could evolve even more than where it’s at today, but it’s inevitable if you look back to how we got to this point.

“I’m not sure, but GPUG Collaborate could be close,” says Tom. “I try not to forget about YouTube as sometimes you just need that visual. Tweeting a Vine video is good, too, but sometimes we’ll need more than six seconds.”

Howard agrees, “I believe GPUG Collaborate is the next phase in networking,” he says. “There was a transition from face-to-face networking to sites like LinkedIn to this focused site where there is commonality in the membership and the discussions. It’s nice to go to Convergence or Summit and see people you met on Collaborate. You already have that connection, and conversations become easier.”

Jon feels that the next wave of innovation might be inside Microsoft Dynamics GP. “I think we’re at a place where adoption is still in its early stages,” says Jon. “One thing I could see is a searchable ‘Help’ feature in Microsoft Dynamics GP where it would let you interact with the community so you could collaborate with others online when it comes to tips and tricks or support issues.”

Jon also feels that GPUG Collaborate was a next step for GPUG. “This group has developed a tremendous sense of community that holds an invaluable amount of experience and knowledge among its Members,” says Jon. “I’m a longtime supporter of GPUG and a vocal advocate for social media, and I believe this addition was a natural next step.”

GPUG

contest NAME THAT PHOTO

Mariano Gomez, Bob McAdam, and John Lowther were some of the Microsoft Dynamics GP experts who offered their words of wisdom (and sharp fashion sense) during a Technical Town Hall with the MVPs and GPUG All Stars at GPUG Summit 2012.

RESULTS

What would you name this photo? Simply email your submission to Captioncontest@GPUG.com. The winning submission will be printed in the magazine’s next issue.

Congratulations!

Congrats to JENNIFER MUSGRAVE from WOMBAT FITNESS for her winning submission, “I’m a little teapot!”

Jennifer – your prize is in the mail!

Fall 2013

39

Encore Business Solutions

Ken Chartrand $IJFG 0QFSBUJOH 0GmDFS t &ODPSF #VTJOFTT 4PMVUJPOT t 8JOOJQFH .BOJUPCB t &ODPSF!FODPSFCVTJOFTT DPN t XXX FODPSFCVTJOFTT DPN &TUBCMJTIFE t (16(ÂŽ 1BSUOFS .FNCFS 4JODF

E

ncore Business Solutions got its start 23 years ago as companies transitioned from paper accounting to computerbased accounting. They were one of the ďŹ rst 100 VARs for Great Plains Software (now Microsoft Dynamics GP) and began to develop ISV products in 1997 when they saw functionality gaps in Microsoft Dynamics GP for bank reconciliation, advanced SmartList, project tracking, and, later, subscription billing.

GPUG: What do your Customers like about your products?

Ken Chartrand (KC): They love the fact that they actually work.

Thatâ&#x20AC;&#x2122;s actually one of the responses we often receive from Customers. Theyâ&#x20AC;&#x2122;re tried and tested, very horizontal products that apply to a number of diďŹ&#x20AC;erent industries, so we see Users from all sorts of businesses. Partners love positioning our products because they do what theyâ&#x20AC;&#x2122;re supposed to do.

GPUG: What do you have coming up for Users in the next six months?

KC: We have rebranded our Recurring Contract Billing product to take advantage of the cloud oďŹ&#x20AC;erings and software-as-a-service.

Itâ&#x20AC;&#x2122;s a perfect ďŹ t for that market, and we want to make sure people are aware that it exists and ďŹ ts well into that marketplace.

GPUG: Have you seen increased interest in that product with the popularity of cloud oďŹ&#x20AC;erings?

KC: It seems to be an attractive product for people. Itâ&#x20AC;&#x2122;s not about how much it costs, but rather what people pay on a monthly basis, so this product is great for those Customers. We have everything from professional sports teams to alarm companies to cell phone providers who use it for their subscription-based needs. Many Partners also use it for their renewals.

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GPUG Magazine

GPUG: How has the transition to the cloud gone from a development standpoint?

KC: Pretty easy because the product has always been a good solution for Customers who have recurring billing needs. It always ďŹ t that space, so it wasnâ&#x20AC;&#x2122;t that diďŹ&#x192;cult to meet the needs for the cloud oďŹ&#x20AC;ering.

GPUG: You were thinking â&#x20AC;&#x153;cloudâ&#x20AC;? before it was popular.

KC: Yep â&#x20AC;&#x201C; we were â&#x20AC;&#x153;country before it was cool.â&#x20AC;?

GPUG: How does Encore consider innovation when it comes to your product development?

KC: We continue to invest in our products and look at ways of enhancing them to meet the needs of the Microsoft Dynamics GP community. Weâ&#x20AC;&#x2122;re also looking heavily into whatâ&#x20AC;&#x2122;s happening in the cloud and where that is going. We like Microsoftâ&#x20AC;&#x2122;s vision in terms of where theyâ&#x20AC;&#x2122;re taking the product and how they position Microsoft Dynamics GP in the market. They seem to be committed to the Microsoft Dynamics GP space, and thatâ&#x20AC;&#x2122;s good as we have more than 1,700 Customers.

GPUG: How has your involvement in GPUG been beneďŹ cial to Encore?

KC: When you go down the Microsoft path with their oďŹ&#x20AC;erings, there is a lot of information out there. Weâ&#x20AC;&#x2122;re big fans of GPUG as itâ&#x20AC;&#x2122;s speciďŹ c to Microsoft Dynamics GP Users and oďŹ&#x20AC;ers very reďŹ ned information since itâ&#x20AC;&#x2122;s being used by Members and served by Members.

We are strong advocates of GPUG. If anybody is looking for information, we ask if theyâ&#x20AC;&#x2122;ve looked on GPUG.com. We do this so much so that people ask us if weâ&#x20AC;&#x2122;re getting a kickback, which weâ&#x20AC;&#x2122;re not. If theyâ&#x20AC;&#x2122;re a good, informed User, thatâ&#x20AC;&#x2122;s beneďŹ cial to Encore.

GPUG: What do you like about the Microsoft Dynamics GP community?

KC: Itâ&#x20AC;&#x2122;s a collaborative community. You can trust Partners and the information they share with you. We can also talk with other ISVs on a regular basis, sharing information and knowing that it will be kept conďŹ dential.

showcase ISV PARTNER MEMBER

Microsoft Dynamics GP Users are constantly looking to find ways of using the product better. They want to maximize their investment in the product, whether they’re looking for tips and tricks or thirdparty solutions. They also stay with Microsoft Dynamics GP because it’s a product that works.

GPUG: What sets Encore apart from ISVs with similar offerings?

KC: Like I said before, our products are tried and tested. We have a large Customer base, yet we’re not trying to be everything to all people. We know our space, how our product works in that

space, and therefore can provide the right solution to the right Customer.

GPUG: What do you like about what you do?

KC: I love the people I work with. I like the fact that we have a group of talented individuals, and I can sit back and say, “Wow, we did that.”

I’m not from a technical background, and it’s nice to see the solutions that our staff comes up with. When they design and build a solution, I like seeing the end result, the product that has been created, and knowing the people who created it.

GPUG

“We’re big fans of GPUG as it’s specific to Microsoft Dynamics GP Users and offers very refined information since it’s being used by Members and served by Members.”

Convergence 2014 Will You Be There?

Fact: 98% of customers who attend Convergence choose to attend again.

If you’re a Convergence veteran, you know it pays to plan ahead to make the most of your conference experience.

And if you’re new to the Convergence experience, start planning now and get in on all the latest updates and savings!

4-7

Save the Date!

Convergence Atlanta March 4-7, 2014

For more information go to: www.microsoft.com/dynamics/convergence or email mbs-evnt@microsoft.com with questions.

Fall 2013

41

T T & TIPS & TRICKS My Top 5 Microsoft Dynamics GP Keyboard Shortcuts

by Jivtesh Singh

O

ne of the most visited articles on my website (www.gpwindow. com) is one that covers Microsoft Dynamics GP keyboard shortcuts. Being a Microsoft product, keyboard shortcuts have always been a big part of the product, especially from an accessibility perspective. In fact, Microsoft has also published an accessibility whitepaper for Microsoft Dynamics GP: http://www.microsoft.com/ en-us/download/details.aspx?id=7298.

I want to share with you my top five keyboard shortcuts, followed by the complete list of the 150+ keyboard shortcuts available with Microsoft Dynamics GP.

1. Navigation pane button ctrl + number of navigation pane button For example, press Ctrl + 2 to activate the second navigation pane button.

4. For Date Fields: if you enter in just the day, it will automatically fill in the current month and year This is a part of MVP Mark Polino’s top tips for Microsoft Dynamics GP.

2. CTRL + D to open up the Support Debugging Tool If you are trying this keyboard shortcut and nothing happens, visit aka.ms\SDT and your life will change.

3. Adding a Shortcut to Open Up a Specific Window in Microsoft Dynamics GP This is extremely helpful when you use a specific window a lot.

42

GPUG Magazine

Window-speciďŹ c keyboard shortcuts Use the following shortcut keys to open the windows listed below. " #*

, # % & #%' ('

** $ #0 %+)0 > ) * - #

)

** $ #0 %+)0 > % ) * - #

)

+ 0 # * "* > ) + $'&) )0 % &)

)

+ ,) * ) ) + +,*> *'# 0 % &) + $ + #

)

0 # * %, # 0$ %+ %+)0 > ) + $'&) )0 % &)

)

0 # * ) %* + &% %+)0 > ) + $'&) )0 % &)

)

,) * ) ) %+)0 > ) + $'&) )0 % &)

)

,) * ) ) %+)0 > *'# 0 % &) + $ + #

)

,) * ) ) %+)0 > ' % + $ + #

)

,) * ) ) %(, )0 &&$ > *'# 0 % &) + $ + #

)

,) * ) ) %(, )0 &&$ > ' % + $ + #

)

,) * ) ) )& ** % + $ %(, )0 > *'# 0 % &) + $ + #

)

,) * % %-& %+)0 > *'# 0 % &) + $ + #

)

,) * % %-& %+)0 > ' % + $ + #

)

,) * % %-& %+)0 > ' % + '$ %+* +& %-&

)

,) * % %-& %(, )0 &&$> *'# 0 % &) + $ + #

)

,) * % + $ + # %+)0 > *'# 0 % &) + $ + #

)

Use keyboard shortcuts to select commands from Microsoft Dynamics GP menus and toolbars. The shortcut letter is underlined on the menu or toolbar when you press Alt. To access a menu using keyboard shortcuts, press Alt and the underlined letter of the menu that you want to access.

For example, press Alt, A to display the Transactions menu and press Alt, F to display the File menu. To select a command from a menu by using the keyboard, press Alt and the underlined letter of the menu that you want to access, then select the underlined letter in the command name.

For example, to open the Transaction Entry window, press Alt, A, F, G.

,) * % + $ + # %(, )0 &&$ > *'# 0 % &) + $ + #

)

,) * % + $ '+* &&$ > *'# 0 % &) + $ + #

)

,) * % % &) + # %+)0 > ) + $'&) )0 % &)

)

- % * + $ + # %+)0 > *'# 0 % &) + $ + #

)

- % * ) %* + &% %+)0 > ) + $'&) )0 % &)

)

- % * ) %* + &% %+)0 > *'# 0 % &) + $ + #

)

- % * ) %* + &% %+)0 > ' % + $ + #

)

Window navigation keyboard shortcuts

- % * ) %* + &% %(, )0 &&$ > ' % + $ + #

)

Use the following shortcut keys to navigate quickly within a window.

- % * ) %* + &% %(, )0 &&$> *'# 0 % &) + $ + #

)

# * ) %* + &% %+)0 > ' % + $ + #

)

# * ) %* + &% %+)0> , " ) %+

)

# + ,) * ) ) + $* > *'# 0 % &) + $ + #

)

5. ALT + M + X â&#x20AC;&#x201C; to Exit Microsoft Dynamics GP This is very helpful, especially when you need to get your accountant friends out of the oďŹ&#x192;ce at 6 p.m., and they just wonâ&#x20AC;&#x2122;t move. I politely ask them, â&#x20AC;&#x153;Do you want to learn a new keyboard shortcut for Microsoft Dynamics GP?â&#x20AC;? They often say yes, and I then demonstrate the shortcut above!

HONORABLE Mention F1. Works on every window; itâ&#x20AC;&#x2122;s so simple yet so often ignored!

Menu bar and toolbar keyboard shortcuts

) ' #"

, # % & #%' ('

&- +& % /+ #

&- +& ') - &,* #

)

&- )&$ * )&## % . % &. +& % /+ #

)

&- )&$ * )&## % . % &. +& ') - &,* #

) )

,#+ ,++&% &% . % &.

#&* + ,)) %+ . % &.

)

/ + ''# + &%

)

% &) &,%+ %+ % % > ' % + &% # % &) &,%+* )

Fall 2013

43

Tools keyboard shortcuts Use these keyboard commands to activate the following Microsoft Dynamics GP tools.

Microsoft Dynamics GP application window keyboard shortcuts Use the following shortcut keys to navigate quickly within the Microsoft Dynamics GP application window.

GPUG

##

, # % & #%' ('

'&)+ ) + )

) (

) ' #"

, # % & #%' ('

& 0 ,)) %+ '&)+

) (

) ** )

)

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&). ) % " ,++&%*

)

Other common keyboard shortcuts You can use the following shortcut keys instead of choosing command buttons in Microsoft Dynamics GP windows. #!! "

, # % & #%' ('

&'0

)

*+

)

) %+

)

# + ##

)

. ,% + &% # ,)) % 0

)

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&,%+ # *

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% #0* *

)

Jivtesh Singh is a Microsoft MVP and Microsoft-certiďŹ ed technology specialist and can be reached at Jivtesh@gmail.com.

Energize

@V\Y ,_JLS )HZLK )\KNL[PUN SimpliďŹ es and Automates Budgeting from Excel into Dynamics

Email: sales@t3infosystems.com Phone: 202.419.5100

www.t3infosystems.com 44

GPUG Magazine

corner CADEM A Y The Revolution of eLearning

by Mark Rhodes, director of Member value

H

ave you been set up to fail? Or perhaps you’re setting up others to fail? Statistics abound regarding how our workforce and the skills needed to remain competitive are changing faster than ever. Just one example: in Merrill Lynch’s “The Book of Knowledge”, it is predicted that 50 percent of employee skills become outdated in three to five years. If you want your team to maintain even the status quo, you must foster a learning culture and support that environment with a variety of educational opportunities. Plenty of companies are figuring this out already: the annual investment for employee learning from U.S. organizations has grown to $200 billion a year.

What “training” looks like is evolving faster than ever as well.

Technology, economic factors, and the diminishing resource of time all impact how our teams learn, yet make the time spent learning even more critical. I can remember easily when your only option was to travel to a remote location and sit in a classroom for several days. The content was hit and miss, and it was the luck of the draw regarding the quality of the instructor. Now, eLearning, online learning, and distance learning are tried-and-true formats and fantastic options for focused, bring-the-expert-to-you, high-value training. The shift has been remarkable: » In the past 13 years, eLearning has experienced a 900 percent growth. » Now, more than 75 percent of American corporations use online learning as one of their core training methods. » Workforce.com states more than 70 percent of Fortune 500 companies’ technology-delivered training comes through networked, online methods.

How does your organization compare? Are you leveraging these new opportunities to remain competitive?

At GPUG®, it’s our mission to continue to bring our Members benefits that enhance their professional development and growth, which is why we started the GPUG Academy. The GPUG Academy

provides you direct access to our own expert-led, online learning component we call GPUG Academy Distance Learning – at a fraction of the cost of traditional training.

When you review the benefits of the GPUG Academy Distance Learning, it’s pretty clear why it works: » Zero Travel Costs (40 percent of employee training budgets go towards travel) » Lower Registration Fees (GPUG Member pricing is a fraction of alternative education, plus, Premium Members and Microsoft Service Plan Members save even more) » Time (online learning courses are 25 to 60 percent shorter than classroom training) » Expert Instructors (subject matter experts who live and breathe Microsoft Dynamics GP) » Targeted Content (course subjects are based on User feedback to deliver the content you are looking for) » Hands-on Training (you can practice the content and apply the curriculum immediately, with instructor feedback!) » Retention (online learning has been proven to improve knowledge retention by up to 60 percent) » CPE Credits (all GPUG Academy courses are eligible for CPE credits) To complement our distance learning courses throughout the year, the GPUG Academy also offers half- and full-day training courses prior to the annual GPUG Summit. Experts in Microsoft Dynamics GP and related tools teach these in-person courses. Once again, Premium Members and Microsoft Service Plan Members receive a discount on tuition, and you can practice within Microsoft Dynamics GP right in class.

It’s clear that the delivery of education and training will continue to evolve, as will the offerings through the GPUG Academy. Are you ready to equip your team for the future? If you’re not taking advantage of this significant membership benefit, change that today and visit www.GPUG.com/member-resources/academy.

GPUG

www.GPUG.com/member-resources/academy

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e h t d fin C

O

N

T

E

S

T

Congratulations to our Spring 2013 contest winner, Beebe

Nadolskey

You Can Make an

IMPACT Anywhere

from Greater Lakes Mental Healthcare!

Beebe found the logo on page 20 of the Spring 2013 issue of GPUG® Magazine.

I

n addition to chairing the Georgia Chapter of GPUG, Kim Lanning is senior manager, financial systems for SecureWorks, Dell’s security services division. Kim is a single mother of two adult daughters and a teenage son. Who is more likely to say, “I’m too busy” when asked to pitch in and help out?

Instead, she keeps saying “yes”.

Let’s play again. Hidden somewhere between the covers of this magazine is our GPUG logo.

Can you find it?

Her fondness for the word “yes” got started a few years ago in Nicaragua. “The CEO of SecureWorks became aware of the needs in Nicaragua after traveling there with his church. He recognized it would be something worth extending to the SecureWorks family,” she says. So a group of SecureWorks employees partnered with Amigos for Christ – or AFC (www.amigosforchrist.org) – to deliver on the mission of providing fresh water in a country ravaged not only by politics, but also by epidemics, earthquakes, floods, and volcanoes.

On Kim’s first trip, she helped dig ditche ditches for pipes and also helped pour the foundation for a building in El Chonco. “This particular community already had a school, but the they had a hard time getting children to come,” she says. “So we poured concrete for what became a community center where mothers prepare prepar food for the children. It’s a great example of AFC’s approach: AFC partners pa with communities.

The communities invest 10 percent of the ccost for projects, and AFC provides the expertise and funding to lead the projects. Volunteers get a once-in-a-lifetime opportunity to work w alongside the Nicaraguan communities and see firsthand how the efforts help the community sustain more than just survival into the future.”

When communities move past merely surviving, other transformations happen: Children start going to sschool, animals thrive with access to clean water, and women make aand sell crafts rather than using all of their energy hauling fresh wat water many miles per day. “It becomes less about surviving and more ab about thriving,” Kim says. “It makes a huge difference, and it is very rewarding to witness and be a part of that.”

While our logo shows up throughout the magazine in conventional spots, it’s 20

GPUG Magazine

hidden in only one place.

When you’ve found it, send an email to

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

him/her

in the next issue of the magazine.

46

! k c u l d o o g

GPUG Magazine

Introducing The List MOBILE

Now you can get The List To Go!

Search for the products and services you need with the new Mobile version of The List! Add it to your home screen from: www.thepartnerchannel.com/the-list

Table of Contents Industry...................Page 48 Horizontal................Page 53 Services...................Page 65

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

NOTE: The Partner Channel 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!

Industry Agriculture

INDUSTRY

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

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

Apparel

BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 FundVision Powerful fundraising, donor management software for nonproďŹ ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost.

Churches and Ministries

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

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

Consumer Packaged Goods Business Systems Integrators http://www.BSIEDI.com â&#x20AC;˘ 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.

Chemicals BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ overview.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP In-built to Microsoft Dynamics GP, not an integration. Manages formulation, compliance, quality, production & planning for Food, Chemical, Cosmetic, Personal Care, Nutraceutical & Pharmaceutical manufacturers.

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

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

KEY:

Axapta

Great Plains

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GPUG Magazine

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost.

Condominium Developers RockySoft

Automotive AIM Computer Solutions, Inc. http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.

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

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

Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oďŹ&#x20AC;ers aďŹ&#x20AC;ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts.

Navision

Solomon

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

Cross Industry Solution

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 NEW: Integrated Document Management and Process Automation for Dynamics GP Automatically capture, process, route, securely archive and access information directly from Dynamics GP screens.

Altec http://www.altec-inc.com â&#x20AC;˘ 949-727-1248 doc-link, Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

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

Bottomline Technologies http://www.bottomline.com/Transform_ Filer_for_Sharepoint â&#x20AC;˘ 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeďŹ&#x20AC;ective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint â&#x20AC;˘ 866-551-6934 TransformÂŽ AP SharePointÂŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

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

Business Systems Integrators

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

Customer Relationship Management

Retail Management System

http://www.BSIEDI.com â&#x20AC;˘ 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution.

Point of Sale

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

ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag

by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget.

Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Request For Quote Create RFQs. Save Vendor responses.

Auto-create PO's and Sales Quotes.

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

ITDP Solutions Limited http://www.itdp-solutions.com +44 8453 721 960 popXML eDocument exchange automation solution for POP in Dynamics GP. JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Journyx http://www.journyx.com â&#x20AC;˘ 800-755-9878 NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.

KEY:

Axapta

Great Plains

Solver

Business Systems Integrators

http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.

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

http://www.BSIEDI.com â&#x20AC;˘ 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences.

Sub-contractor rates to other resellers.

Liaison Software Corp http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-646-3590 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System.

Make GP more intuitive, easier to use!

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

Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 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.

Professional Advantage http://www.profad.com â&#x20AC;˘ 701-235-2363 Company Data Archive (CDA) Easily archive data from your live Dynamics GP company to a historical company. Reduce hardware costs, increase Dynamics GP performance and eliminate clutter in inquires and reports with CDA.

Navision

Solomon

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

Finance/Banking

Horizons International

AssureSign LLC

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

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

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

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

Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oďŹ&#x20AC;ers aďŹ&#x20AC;ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

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

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ overview.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP In-built to Microsoft Dynamics GP, not an integration. Manages formulation, compliance, quality, production & planning for Food, Chemical, Cosmetic, Personal Care, Nutraceutical & Pharmaceutical manufacturers.

Customer Relationship Management

Retail Management System

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

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Management Sales Management for Food Manufactures w/workďŹ&#x201A;ow, automated email & status change, conďŹ gurable UI's, catch-weight, multi item UOM, & Price Lists. Integrated w/BluWare logistics, freight, promotions, & commissions.

RedTail Solutions http://www.redtailsolutions.com â&#x20AC;˘ 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost.

Point of Sale

Fall 2013

49

INDUSTRY

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

kCentric Technologies Inc

INDUSTRY

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

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

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

Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Health Care Management Billing and Financial Mangement for Home Health and Long Term Care.

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

Government

Paramount Technologies

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

http://www.paramounttechnologies.com 248-960-0909 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.

Solver http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solverâ&#x20AC;&#x2122;s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

Thomson Reuters, Tax and Accounting - Government http://tax.thomsonreuters.com/grm 866-471-2900 Government Revenue Management (GRMÂŽ) Providing Government Revenue Management Solutions.

Government Contracting

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

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

Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solverâ&#x20AC;&#x2122;s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹ&#x192;cient Microsoft platform.

High Tech and Electronics

Healthcare

Cincom Systems, Inc

Ariett Business Solutions, Inc.

http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart conďŹ gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell.

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

KEY:

Axapta

Great Plains

50

GPUG Magazine

Navision

Solomon

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

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

Industrial Equipment Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

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

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

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

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

Manufacturing Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

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

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

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ overview.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP In-built to Microsoft Dynamics GP, not an integration. Manages formulation, compliance, quality, production & planning for Food, Chemical, Cosmetic, Personal Care, Nutraceutical & Pharmaceutical manufacturers.

Labor Unions

Cincom Systems, Inc.

Micro Force http://www.micro-force.com 631-421-1030 ext. 302 LM2 Reporting System for Labor Unions who use GP LM2 MODULE for GP. Comply with LM2 year end reporting while processing GP transactions eďŹ&#x20AC;ortlessly. Permits changes to LM2 trxs after posted. Creates the electronic ďŹ le for DOL. Best solution for Unions since 2005.

http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart conďŹ gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell.

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

Customer Relationship Management

Retail Management System

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

Point of Sale

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

HighJump TrueCommerce EDI Solutions http://www.highjump.com/ truecommerce â&#x20AC;˘ 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽSuite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Liaison Software Corp http://www.liaisonsc.com 714-543-9877 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).

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Order Complete web Sales Order w/workďŹ&#x201A;ow, automated email & status change, conďŹ gurable UI's, catch-weight, multi item UOM, & added Price List features.

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

KEY:

Axapta

Great Plains

Pharmaceuticals

Ariett Business Solutions, Inc.

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

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

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

V-Technologies, LLC http://www.vtechnologies.com â&#x20AC;˘ 800-462-4016 StarShip Shipping Software Dynamics GP shipping for small parcel and LTL. Now integrates with PanatrackerGP, TrueCommerce and RedTail to provide an end-to-end solution.

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM. BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 FundVision Powerful fundraising, donor management software for nonproďŹ ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

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

Journyx http://www.journyx.com â&#x20AC;˘ 800-755-9878 NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.

Paramount Technologies

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

http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-ProďŹ ts GL Distributions, Budgets, Audit Trails, Requisition & Expense.

Media and Entertainment

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

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

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

Non-Profit Organizations

KORE Software http://www.KOREsoftware.com â&#x20AC;˘ 480-240-5662 KORE ProSportsâ&#x201E;˘ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traďŹ&#x192;cking.

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

Navision

Solomon

Sierra Workforce Solutions

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

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

Customer Relationship Management

Retail Management System

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

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-646-3590 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Printing/Converting Computer Productivity Services Inc. http://cps.ďŹ nancial.oďŹ&#x192;celive.com/ PrintManagement.aspx â&#x20AC;˘ 905-847-7746 CPS - Production Management for Labels and Flexible Packaging Estimates, Order Management, Scheduling, Shop Floor, Job costing.

Professional Services ITDP Solutions Limited http://www.itdp-solutions.com +44 8453 721 960 Project Budget Manager for Business Portal Web BP - Manage Templates,Contracts, Projects,Budgets & Resources for GP. Journyx http://www.journyx.com â&#x20AC;˘ 800-755-9878 NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.

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

Point of Sale

Fall 2013

51

INDUSTRY

Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oďŹ&#x20AC;ers aďŹ&#x20AC;ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts.

INDUSTRY

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

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

Property Management

DFC Consultants, Ltd http://www.dfcconsultants.com â&#x20AC;˘ 701-281-6112 DFC Property Management Property Mgmt for GP; work orders, certiďŹ cations and rent calculations.

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

Retail Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory identiďŹ ed by groups of attributes. DeďŹ ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP.

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

Axapta

Great Plains

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GPUG Magazine

Social Services

http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.

BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 FundVision Powerful fundraising, donor management software for nonproďŹ ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

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

MetaďŹ le Information Systems, Inc.

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

KEY:

kCentric Technologies Inc

http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation. nChannel http://www.nchannel.com 800-406-8217 ext. 300 Multi-Channel Management Platform Connect existing ERP, ecommerce, and POS systems in minutes! Cloud-based solution for distributors, suppliers and retailers managing many systems to support sales channels and drop ship programs. Free 30 day trial.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-646-3590 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-646-3590 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Professional Advantage http://www.profad.com â&#x20AC;˘ 701-235-2363 RMS ConnectPro Real time inventory level integration between Dynamics RMS and Dynamics GP. Allows automatic communication ďŹ&#x201A;ow between retail stores, headquarters and the ďŹ nance department.

Solver http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eďŹ&#x20AC;ective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹ&#x192;ng.

Navision

Solomon

Software Corporate Services http://www.corpservice.com â&#x20AC;˘ 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent ďŹ nancial information to accurately run your business.

Staffing/Recruiting Nigel Frank International http://candidate-search.nigelfrank.com/tpl 212-731-8282 NEW: Microsoft Dynamics Candidate Search Browse through over 5,000 hand-picked and vetted Dynamics candidates at no cost or obligation. Get access to high quality candidates that are ready to be interviewed.

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

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

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 NEW: Pack and Ship, powered by ShipRush Provides improved workďŹ&#x201A;ow for your packing station and seamless integration for UPS, FedEx and USPS. Powered

by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Operations Core Help your backoďŹ&#x192;ce work more effectively with your warehouse.

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

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

Warehouse Management Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 WMS Customizable Bar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping.

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

Customer Relationship Management

Retail Management System

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-646-3590 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Sologlobe http://www.sologlobe.com 514-938-4562 ext. 206 NEW: Sologlobe Tier-1 Warehouse Management & Manufacturing Execution for complete inventory control and operational eďŹ&#x192;ciency. Our web based solution is scalable & highly ďŹ&#x201A;exible with seamless integration using Web Services.

Point of Sale

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

Wholesale Trade: Durable Goods

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

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

http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.

Cutwater http://www.cutwatersolutions.com 800-564-8806 NEW: (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and eďŹ&#x192;ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.

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

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

Wholesale Trade: Non-durable Goods

Cutwater http://www.cutwatersolutions.com 800-564-8806 NEW: (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and eďŹ&#x192;ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.

Horizontal Panatrack, Inc.

Analytics

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

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

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

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

Automation mc² http://www.mc2software.com â&#x20AC;˘ 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

Banking m-hance http://www.m-hance.com +44 (0)844 264 0932 NEW: m-hance Bank Management for Dynamics GP Fully integrated Bank Reconciliation for GP, Import Bank Statements & reconcile direct to GL.

Bar Code data capture extending GP Fixed Asset module to manage assets.

Budgeting

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

Dynamic Budgets http://www.dynamicbudgets.com 720-515-1565 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. Weâ&#x20AC;&#x2122;ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...

Axapta

Great Plains

Barcode Data Collection

Navision

Solomon

Customer Relationship Management

http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solverâ&#x20AC;&#x2122;s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹ&#x192;cient Microsoft platform.

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

Solver http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solverâ&#x20AC;&#x2122;s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-646-3590 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

KEY:

Solver

Retail Management System

Point of Sale

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

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

Sort, ďŹ lter & re-order columns easily.

Sum groups of info fast.

Asset Maintenance/MRO/ http://www.panatrack.com â&#x20AC;˘ 262-646-3590 EAM PanatrackerGP for Fixed Assets

Business Process Management

Solver

Solver

http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eďŹ&#x20AC;ective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹ&#x192;ng.

http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solverâ&#x20AC;&#x2122;s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹ&#x192;cient Microsoft platform.

Solver

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

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

Solver http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solverâ&#x20AC;&#x2122;s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

Solver

Business Intelligence

HORIZONTAL

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

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

http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eďŹ&#x20AC;ective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹ&#x192;ng.

TARGIT

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

http://www.targit.com â&#x20AC;˘ 813-933-4600 TARGIT Decision Suite Make better decisions faster, improve operations, decrease costs and increase income- TARGITâ&#x20AC;&#x2122;s BI software solution.

Total Dynamics Solutions, LLC

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

KEY:

Axapta

Great Plains

54

GPUG Magazine

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

Navision

MetaďŹ le Information Systems, Inc.

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 NEW: Integrated Document Management & Business Process Automation for Dynamics GP Intelligently recognize content within documents to drive AP & workďŹ&#x201A;ow process automation. Speed decision making, eliminate manual tasks & instantly access document information directly from your Dynamics GP screen.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

Bottomline Technologies http://www.bottomline.com/Transform_ Filer_for_Sharepoint â&#x20AC;˘ 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeďŹ&#x20AC;ective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint â&#x20AC;˘ 866-551-6934 TransformÂŽ AP SharePointÂŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag

by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget.

Solomon

Customer Relationship Management

Retail Management System

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

Tribridge http://www.concertocloud.com â&#x20AC;˘ 877-977-8458 NEW: Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Check Printing Liaison Software Corp http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

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

Commissions

EthoTech, Inc. http://www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Stop ďŹ ghting with Excel spreadsheets & meaningless reports to calculate & pay commissions, bonuses, royalties, or other types of compensation. Automate your entire compensation process right inside of Dynamics GP. Flaum Technologies Inc. http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impossible" commission plans.

Point of Sale

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

Communication m-hance http://www.m-hance.com â&#x20AC;˘ +44 (0)844 264 0932 NEW: m-hance Social Business Fully integrated Enterprise Social Networking tool for GP, maximise collaboration & communication.

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

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

Cost Accounting Corporate Renaissance Group http://www.crgroup.com â&#x20AC;˘ 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, ďŹ xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system. m-hance http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Enhanced Vendor Price Management for Dynamics GP A vital link in the distribution supply chain is accurate tracking of vendor pricing. Support decisions in the buying process, reduce admin costs and improve accuracy of cost of sales.

KEY:

Axapta

Great Plains

Azox, Inc. http://www.azox.com â&#x20AC;˘ 734-928-6010 Credit Card Extension Secure, PCI validated ACH/credit card solution with batch processing and ability to store sensitive data oďŹ&#x20AC; site with tokenization.

BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 NEW: Credit Card Payments, powered by Mercury Provides credit card processing for Sales Order Processing and Cash Receipts.

Seamlessly integrated w/ Mercury Payment Systems with no 3rd party gateways. Support for pre-auth, sale/ capture, adjust, void, & return.

BluePay, Inc. http://www.bluepay.com â&#x20AC;˘ 630-300-2368 Credit Card Processing Single Source Provider: GP Plug-in/ payment gateway/merchant account for processing for credit cards & checks.

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

Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulďŹ ll PCI requirements.

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

Navision

Solomon

eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data.

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

Tribridge http://www.concertocloud.com â&#x20AC;˘ 877-977-8458 NEW: Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Data Integration

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

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

Jitterbit http://www.jitterbit.com â&#x20AC;˘ 877-852-3500 NEW: Jitterbit - Dynamics Integration Made Easy Increase the speed, agility, and reach of your Dynamics front and back oďŹ&#x192;ce through Jitterbit Integration solutions.

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

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

Distribution

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notiďŹ cation, Inter/cross-company transactions, batch selection rules & 3rd party application integration.

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

Computeration, Inc. http://www.computeration.com â&#x20AC;˘ 866-808-7964 NEW: Zap! Integration Easy to use Excel trx imports with AA dimensions & friendly error reports.

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

eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems.

Customer Relationship Management

Retail Management System

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

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

Point of Sale

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55

HORIZONTAL

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

Credit Card/Check Processing

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 NEW: Pack and Ship, powered by ShipRush Provides improved workďŹ&#x201A;ow for your packing station and seamless integration for UPS, FedEx and USPS. Powered

by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced FulďŹ llment Powered by Visual Warehouse - Automate ASN, Invoicing, & Order Desk.

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

HORIZONTAL

EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Next Numeric Collection Auto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically deďŹ ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms. m-hance http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Trade Counter for Dynamics GP For those companies who oďŹ&#x20AC;er a self collection service or a cash sales counter in addition to delivered trade there is often a need to enter orders and take payment at their premises or warehouse. m-hance http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Vehicle Load Planning for Dynamics GP Plan deliveries using routes, product weights and vehicle capacities.

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

KEY:

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

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

Ariett Business Solutions, Inc.

Sologlobe http://www.sologlobe.com 514-938-4562 ext. 206 NEW: Sologlobe Tier-1 Warehouse Management & Manufacturing Execution for complete inventory control and operational eďŹ&#x192;ciency. Our web based solution is scalable & highly ďŹ&#x201A;exible with seamless integration using Web Services.

V-Technologies, LLC http://www.vtechnologies.com â&#x20AC;˘ 800-462-4016 StarShip Shipping Software Dynamics GP shipping for small parcel and LTL. Now integrates with PanatrackerGP, TrueCommerce and RedTail to provide an end-to-end solution.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System.

Make GP more intuitive, easier to use!

Document Management

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

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Navision

Solomon

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM. Bottomline Technologies http://www.bottomline.com/Transform_ Filer_for_Sharepoint â&#x20AC;˘ 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeďŹ&#x20AC;ective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

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

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

Liaison Software Corp http://www.liaisonsc.com 714-543-9877 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).

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

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

Drop Ship Management

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

E-commerce ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag

by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget.

Customer Relationship Management

Retail Management System

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

Point of Sale

Electronic Document Delivery (Email)/Faxing Data Masons Software Azox, Inc. http://www.azox.com â&#x20AC;˘ 734-928-6010 eSource B2B and B2C and Sales Portal Integrated B2B, B2C & Sales Portal web environments with built-in CMS, SEO and advanced browse/search features.

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

Computer Pundits Corporation http://www.eCommerce21.com â&#x20AC;˘ 888-786-3487 eCommerce21ÂŽ Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl.

Amazon, Magento, BigCommerce, eBay+

DiCentral http://www.dicentral.com 281-480-1121 ext. 153 EDI Integration with Microsoft Dynamics DiCentral's DiIntegrator is an advanced, hosted solution, to instantly become EDI compliant with your trading partner community, and to seamlessly integrate data with Microsoft Dynamics GP, AX, NAV, and SL. eBridge Connections

kCentric Technologies Inc http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.

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

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

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Liaison Software Corp http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

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

AIM Computer Solutions, Inc. http://www.aimcom.com/Autosys.htm 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

Business Systems Integrators

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost.

http://www.BSIEDI.com â&#x20AC;˘ 866-871-2097 EDI BSI provides superior EDI for AX, GP & NAV, both on-premise & SaaS.

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

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

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution.

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

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

Expense Solutions

EDI

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Credit Card Expense Manager Credit card statement import, categorybased GL distributions, AP vouchers generation. Employee Web Portal & Email options for self-service expense category assignment.

Ariett Business Solutions, Inc.

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

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

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

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Axapta

Great Plains

Navision

Solomon

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http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Web EDI solution eliminates transaction fees â&#x20AC;&#x201C; over 1000 trading partners.

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

Ariett Business Solutions, Inc.

Rimrock Corporation http://www.ďŹ eldboss.com â&#x20AC;˘ 416-256-4995 221 NEW: FieldBoss - Field Service. SimpliďŹ ed Automates workďŹ&#x201A;ow for ďŹ eld service companies. Increase eďŹ&#x192;ciency and reduce operating costs while improving the level of customer service.

Financial Services

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

Corporate Renaissance Group http://www.crgroup.com â&#x20AC;˘ 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA BackďŹ ller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. BackďŹ ll AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.

HORIZONTAL

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

InďŹ nia Business Technology http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Fixed Assets InďŹ nia Integrator GL Allow users to Copy-Paste-Import journal Computer Productivity Services Inc. entries from Excel to Dynamics.

http://cps.ďŹ nancial.oďŹ&#x192;celive.com/ HR Management WirelessFixedAssetCount.aspx â&#x20AC;˘ 905-847-7746 CPS - Wireless Fixed Asset Corporate Renaissance Group Physical Count and Create Count or create ďŹ xed assets with a http://www.crgroup.com â&#x20AC;˘ 613-232-4295 wireless scanner. $3500. emPerform emPerform is an easy-to-use, webbased appraisal system that integrates employee reviews, goal management, succession planning, compensation Panatrack, Inc. management, 360 multi-rater feedback, http://www.panatrack.com â&#x20AC;˘ 262-646-3590 unlimited web surveys and reporting.

PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

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

General Ledger

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

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

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicurrency transactions to be included in Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 GL Quick Journals.

Workforce CentralÂŽSuite Alba Spectrum Corporation Seamlessly integrates with Microsoft http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Dynamics to completely automate the Alba360 Advanced essential timekeeping, human resources Customer Merge and ďŹ nancial processes.

Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables.

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

Inter-company Processing Corporate Renaissance Group http://www.crgroup.com/combiner.php 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company.

Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail. mc² http://www.mc2software.com â&#x20AC;˘ 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

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

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

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

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

Computer Productivity Services Inc. http://www.cps.ďŹ nancial.oďŹ&#x192;celive. com/BarCode.aspx â&#x20AC;˘ 905-847-7746 CPS - UPC Code Generator Automatically Create UPC codes for inventory items. $1000.

m-hance http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Enhanced Returns Management for Dynamics GP Speed up the handling of returns in GP and improve operational control. m-hance http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Extended Pricing & Enhancements for Dynamics GP Import and export pricing data, allow for customer speciďŹ c pricing and load new customer deals. m-hance http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Catchweights for Dynamics GP Provides catchweight functionality in sales, purchasing and inventory.

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

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-646-3590 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

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

Inventory Management Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory identiďŹ ed by groups of attributes. DeďŹ ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Kit Quantity Editor Allows Kit quantities to be edited during Order Entry without having to delete and re-enter the line item.

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

Customer Relationship Management

Retail Management System

Point of Sale

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

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

Cutwater http://www.cutwatersolutions.com 800-564-8806 NEW: (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and eďŹ&#x192;ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.

m-hance http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Advanced Inventory Replenishment for Dynamics GP EďŹ&#x20AC;ectively balance inventory investment and customer service levels. Reduce stock, improve customer service and reduce admin. m-hance http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Unit of Measure Management for Dynamics GP Users need to look at sales performance in one consolidating unit, perhaps tonnage, litres or cases; regardless of how products come packaged; by the pallet, case, carton or individually. m-hance http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Inter-site Transfers for Dynamics GP Control and automate re-distribution of stock from a central warehouse to depots or adhoc movements from one site to another.

KEY:

Axapta

Great Plains

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

Invoicing Enhancement

Azox, Inc. http://www.azox.com â&#x20AC;˘ 734-928-6010 Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real time fund recognition.

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint â&#x20AC;˘ 866-551-6934 TransformÂŽ AP SharePointÂŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Recurring Contract Billing Automates & manages cyclical & subscription based billings.

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

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

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 LabelLink Print to barcode label printers from inside GP. Unlimited label formats.

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

Mobility Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-646-3590 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

NAV and CRM Integration

Jitterbit http://www.jitterbit.com â&#x20AC;˘ 877-852-3500 NEW: Jitterbit - Dynamics Integration Made Easy Increase the speed, agility, and reach of your Dynamics front and back oďŹ&#x192;ce through Jitterbit Integration solutions.

Online/Electronic Business Services

Manufacturing Enhancement

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

Cincom Systems, Inc http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart conďŹ gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell.

Horizons International

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage â&#x20AC;&#x201C; Online Bill Pay & Recurring Invoicing Improve cash ďŹ&#x201A;ow, automate A/R with the latest in online bill payment technology that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Engineer to Order ETO produces a Manufacturing Estimation, (estimated cost to produce to spec), including Estimation BOM, Routing, and Miscellaneous Costs.

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

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

Payables Enhancement

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

Job Costing Journyx http://www.journyx.com â&#x20AC;˘ 800-755-9878 NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.

Navision

Solomon

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

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

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-646-3590 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

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

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

HORIZONTAL

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM. BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP.

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint â&#x20AC;˘ 866-551-6934 TransformÂŽ AP SharePointÂŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

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

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ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag

by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget.

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

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

Liaison Software Corp http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

m-hance http://www.m-hance.com +44 (0)844 264 0932 Purchase Management for Dynamics GP Browser based purchasing transaction entry and approval fully integrated with Dynamics GP Payables, POP, Inv and Project Accounting. m-hance http://www.m-hance.com +44(0)844 264 0932 NEW: eInvoicing for Dynamics GP Fully integrated AP eInvoicing for GP, removes paper & scanning process.

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solutions for eProcurement, requisitions, vendor invoices, expense reports and advanced workďŹ&#x201A;ow.

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

Navision

Solomon

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based oďŹ&#x20AC; of user ID.

Payroll Enhancement

Aatrix Software, Inc. http://www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.

BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP. Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Our Tax Service is the easiet way to ďŹ le and pay your payroll taxes.

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Center Creates Federal State and Local W-2s 940/941s 1099s SUTA returns & more.

InďŹ nia Business Technology http://www.ExcelIntegrator.com 260-485-0665 InďŹ nia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.

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

JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

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

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

Liaison Software Corp http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

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

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

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

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

Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.

Customer Relationship Management

Retail Management System

Point of Sale

Quality Control

Procurement Management Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

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

Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline the procurement process with Dynamics GP and NAV.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution.

http://www.liaisonsc.com 714-543-9877 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

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

Horizons International Ariett Business Solutions, Inc.

Product Lifecycle Management

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

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

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

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

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

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

Journyx http://www.journyx.com â&#x20AC;˘ 800-755-9878 NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution.

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

Purchase Order Processing Enhancement

ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Vendor Price Matrix Vendor speciďŹ c unit costing for purchase orders.

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

Paramount Technologies

Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 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.

KEY:

Axapta

Great Plains

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Navision

Solomon

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

WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

Customer Relationship Management

Retail Management System

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

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

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

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Recurring Contract Billing Automates & manages cyclical & subscription based billings.

ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with speciďŹ c apply or auto apply.

InďŹ nia Business Technology http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 InďŹ nia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage â&#x20AC;&#x201C; Online Bill Pay & Recurring Invoicing Improve cash ďŹ&#x201A;ow, automate A/R with the latest in online bill payment technology that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.

Reconciliation

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

Point of Sale

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61

HORIZONTAL

Liaison Software Corp

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solutions for eProcurement, requisitions, vendor invoices, expense reports and advanced workďŹ&#x201A;ow.

Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 NEW: RECEIVABLES - Payment Matching Software Receivables handles complex incoming payment your ERP system can't match.

By using three information sources, payment ďŹ le, open invoices and the customer register, the system takes care of all incoming payments.

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

HORIZONTAL

m-hance http://www.m-hance.com â&#x20AC;˘ +44(0)844 264 0932 Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP. m-hance http://www.m-hance.com â&#x20AC;˘ +44 (0)844 264 0932 The Reconciler for AR and AP The automated reconciliation tool for highlighting the cause of imbalances between the AR or AP modules & the GL Control Accounts.

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

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

Sort, ďŹ lter & re-order columns easily.

Sum groups of info fast.

Solver

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

Total Dynamics Solutions, LLC

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL.

Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solverâ&#x20AC;&#x2122;s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹ&#x192;cient Microsoft platform.

Reporting Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. AIM Technologies http://www.aim-technologies.com 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.

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

KEY:

Axapta

Great Plains

62

GPUG Magazine

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

Solver http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solverâ&#x20AC;&#x2122;s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

Navision

http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eďŹ&#x20AC;ective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹ&#x192;ng.

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

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

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Promotions & Rebates Automate the calculation of promotions, rebates, & royalties from sales orders.

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

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

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

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

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

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM Ability to associate sale order/assembly & PO/assembly & disassembly.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Sales ConďŹ gurator Provides a complete 'assemble to order' sales system.

Cincom Systems, Inc http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart conďŹ gure, price, quote + MS Dynamics CRM for companies that sell thru multiple channels. Make complex selling simple. Outsmart. Outsell.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Recurring Contract Billing Automates & manages cyclical & subscription based billings.

EthoTech, Inc. http://www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Next Numeric Collection Auto-generate your master record IDs (i.e. Customers, Vendors, Items, Fixed Assets, etc.); as well as transaction batch IDs. EthoTech, Inc. http://www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Customer Service Collection Enhance SOP: check for duplicate PO's; assign credit limit process holds; move sales docs between batches; print shipping labels; show apply info on SOP docs; view unallocated inventory & expected receipt dates.

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

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

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Fastpath Solutions, Inc

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup.

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

http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath ConďŹ g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory.

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

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based oďŹ&#x20AC; of user ID.

Shipping/Manifesting

Liaison Software Corp http://www.liaisonsc.com 714-543-9877 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).

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Order Complete web Sales Order w/workďŹ&#x201A;ow, automated email & status change, conďŹ gurable UI's, catch-weight, multi item UOM, & added Price List features.

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

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-646-3590 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Security

KEY:

Axapta

Great Plains

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

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

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

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

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

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

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

AIM Computer Solutions, Inc.

V-Technologies, LLC http://www.vtechnologies.com â&#x20AC;˘ 800-462-4016 StarShip Shipping Software Dynamics GP shipping for small parcel and LTL. Now integrates with PanatrackerGP, TrueCommerce and RedTail to provide an end-to-end solution.

Navision

Solomon

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

Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oďŹ&#x20AC;ers aďŹ&#x20AC;ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts.

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

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-646-3590 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. An easy to install solution with robust features.

Customer Relationship Management

Retail Management System

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

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

DynamicsDownloads http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution?

Search, Buy and Sell here!

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

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

Sort, ďŹ lter & re-order columns easily.

Sum groups of info fast.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System.

Make GP more intuitive, easier to use!

Tax

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

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

Point of Sale

Fall 2013

63

HORIZONTAL

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

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 NEW: Pack and Ship, powered by ShipRush Provides improved workďŹ&#x201A;ow for your packing station and seamless integration for UPS, FedEx and USPS. Powered

by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.

Supply Chain Management

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

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

Time and Attendance

HORIZONTAL

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

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

Journyx http://www.journyx.com â&#x20AC;˘ 800-755-9878 NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.

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

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

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

Trade Promotion Management

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

Integrity Data http://www.u-linc.com â&#x20AC;˘ 217732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data WorkďŹ&#x201A;ow and notiďŹ cations anytime, anywhere in Microsoft Dynamics.

Works seamlessly within and across your existing system, is ďŹ&#x201A;exible and easy to use, improving organizational performance.

MetaďŹ le Information Systems, Inc.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

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

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

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales WorkďŹ&#x201A;ow Manage unique sales order workďŹ&#x201A;ows by transaction type and site.

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade management for Microsoft Dynamics.

Workflow / Notifications Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced WorkďŹ&#x201A;ow The ultimate solution for automating & integrating processes within GP & the enterprise. Users can deďŹ ne workďŹ&#x201A;ows using a visual ďŹ&#x201A;owchart interface.

Approval & review tasks can be executed through GP or Web Portal

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

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

Share your thoughts about The List with us and you could be quoted in the next issue of The List! Email Jane@thepartnerchannel.com and share your story/ message/quote.

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GPUG Magazine

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Customer Relationship Management

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Point of Sale

Services .NET Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based and the Alba360 Advanced WorkďŹ&#x201A;ow system.

Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis .NET Development Isis provides cost eďŹ&#x20AC;ective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences.

Sub-contractor rates to other resellers.

Rose Business Solutions, Inc http://www.roseasp.com â&#x20AC;˘ 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great commissions for the life of the contract. We guarantee 99.5% uptime.

Development

Cloud Computing

Myappsanywhere by NetStandard

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

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NEW: NjevityToGo White Label Cloud Services for Dynamics Partners Donâ&#x20AC;&#x2122;t sell THEIR ERP Cloud, sell YOUR ERP Cloud. With our Cloud services for GP/CRM/SL, YOU own the customer, YOU handle the billing, YOU make BIG $$ for the entire contract, WE make YOU look like a Cloud Expert.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NEW: NjevityToGo White Label Cloud Services for Dynamics Partners Donâ&#x20AC;&#x2122;t sell THEIR ERP Cloud, sell YOUR ERP Cloud. With our Cloud services for GP/CRM/SL, YOU own the customer, YOU handle the billing, YOU make BIG $$ for the entire contract, WE make YOU look like a Cloud Expert.

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 Reviora Computing services for Dynamics AX, http://www.reviora.com â&#x20AC;˘ 813-344-1600 NAV, GP, SL & CRM. Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

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

Application Service Provider/Hosting

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Custom Development Services Fixed prices & over 11 years of experience in custom development work.

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

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

Rose Business Solutions, Inc http://www.mygpcloud.com â&#x20AC;˘ 888-794-9401 MyGPcloud myGPcloud is the ďŹ rst on-demand Microsoft Dynamics GP application.

Free 30 day trial that can be set up in less than 5 minutes. Start a trial for your prospect or send them to our site and begin your trial today!

Tribridge http://www.concertocloud.com â&#x20AC;˘ 877-977-8458 NEW: Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

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.

Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Custom Development Isis provides cost eďŹ&#x20AC;ective outsourced custom development (C#, VB.NET, ASP. NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

Journyx http://www.journyx.com â&#x20AC;˘ 800-755-9878 NEW: Journyx Inc. Web-based time tracking, resource planning, & expense solution that enhances Microsoft Dynamics project accounting functionality. Customizations, data validations, multi-approval levels, accrual calculations, & more.

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Custom Development We are a certiďŹ ed .Net and Dexterity development group with over 15 years experience. Provide us with your requirements for a free estimate.

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

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.

Dexterity Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based and the Alba360 Advanced WorkďŹ&#x201A;ow system.

Custom Development

KEY:

Axapta

Great Plains

Navision

Solomon

SERVICES

GoIWx, Inc. http://www.goiwx.com â&#x20AC;˘ 952-258-6300 ext. 6321 Cloud Hosting Services for ERP and CRM GoIWx: Bringing Personal Commitment to the Cloud, One Business at a Time.

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based and the Alba360 Advanced WorkďŹ&#x201A;ow system.

Customer Relationship Management

Retail Management System

Point of Sale

Fall 2013

65

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

DexPros http://www.dexpros.com â&#x20AC;˘ 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/ SQL/.NET/VB developers.

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences.

Sub-contractor rates to other resellers.

Email Marketing

Implementation Services

Member Organizations

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

Dynamic Communities

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

Managed Services RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Managed EDI Cloud Service for mid-sized suppliers. EDI is never easy - let RedTail do it for you. Top EDI compliance with Lowest Total Cost.

Marketing Planning & Services

Sales Tax Management Service

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.

OnDemand Trials

Rose Business Solutions, Inc. http://www.goERPcloud.com â&#x20AC;˘ 855-ERP-CLOUD NEW: ERP Cloud Trials Test drive preconďŹ gured Microsoft Dynamics AX, GP, NAV, and CRM demo environments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Partner Support Service

Looking Glass Marketing http://www.lookingglassmarketing.com 614-453-5927 Cost-eďŹ&#x20AC;ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

Implementation & Consulting Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire GP solution or only certain components. We also oďŹ&#x20AC;er a variety of customization and training services.

SERVICES

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

Axapta

Great Plains

66

GPUG Magazine

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

Tornado Marketing, Inc.

Sierra Workforce Solutions

KEY:

The Partner Marketing Group

Solomon

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

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Social Media The Partner Marketing Group Plumbline Consulting, LLC. http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your oďŹ&#x20AC;erings. 25+ yrs.

Recruitment Services Nigel Frank International http://candidate-search.nigelfrank.com/tpl 212-731-8282 NEW: Microsoft Dynamics Candidate Search Browse through over 5,000 hand-picked and vetted Dynamics candidates at no cost or obligation. Get access to high quality candidates that are ready to be interviewed.

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing oďŹ&#x20AC;ers high-impact, highly eďŹ&#x20AC;ective marketing consulting.

10+ years in the channel. Websites. SEO. Copywriting.

Navision

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

SharePoint Development

The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 E-Mail Content and Services Get access 24x7 to an online library full of unique newsletter content or elect the full-service options to nurture your pipeline of leads.

Avalara, Inc.

Customer Relationship Management

Retail Management System

http://www.thepartnermarketinggroup.com 732-237-8795 ButterďŹ&#x201A;y Publisher Join Dynamics partners on ButterďŹ&#x201A;y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eďŹ&#x20AC;ective!

Software Development Consulting Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Consulting Isis provides cost eďŹ&#x20AC;ective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences.

Sub-contractor rates to other resellers.

Point of Sale

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

Martin & Associates http://www.martinandassoc.com 513-772-7284 ext. 118 GP, CRM, and FRx Training Hands on training at our Cincinnati location. GP classes include Financials and Supply Chain. CRM classes are Sales, Marketing and Service. We also oďŹ&#x20AC;er a two day FRx class. See website for schedule.

Training

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

Accolade Publications, Inc.

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.

http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.

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