2014 Spring - AXUG Magazine

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FOCUSED ON

Financial Reporting and Budgeting Management Reporter: READY FOR PRIME TIME A LOOK AT

Warehouse Optimization

contents In Every Issue

spring 2014 | www.axug.com

302).' s 777 !85' #/-

FOCUSED ON

Financial Reporting and Budgeting Management Reporter: READY FOR PRIME TIME A LOOK AT

Warehouse Optimization

5 7 8 9 17 25 33 35

From the Director

39 43

Find the Logo Contest

Events Meet the Leaders Welcome to Our New Members Word Find Name That Photo Contest Academy Corner Volunteer of the Quarter Chuck Moore

The AX List, from The Partner Channel

Features

Advertiser Index Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Arbela Technologies . . . . . . . . . . . . . . . . . . . . 2 AxSource Infotech Inc. . . . . . . . . . . . . . . . . . 37 AXtension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 AXUG Summit 2014 . . . . . . . . . . . . . . . . . . . . 42 Bottomline Technologies . . . . . . . . . . . . . . . . . 6 Client Strategy Group . . . . . . . . . . . . . . . .30-31 Jet Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . 32 k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . 38 MetaViewer from MetaďŹ le . . . . . . . . . . . . . . . 60 OneNeck IT Services . . . . . . . . . . . . . . . . . . . 24 Radley Corporation . . . . . . . . . . . . . . . . . . . . 59 RF-SMART . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Sandler*Kahne Software, Inc. . . . . . . . . . . . . 16 ScanWorkX. . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Solver, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

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Microsoft Member Showcase Swamy Narayana

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Microsoft Dynamics AX 2012 R3: What it Means for Warehouse Optimization

14 18

Top Collaborate Discussions

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Management Reporter: Ready for Prime Time

23 26

On Topic

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Financial Reporting in Microsoft Dynamics AX: Management Reporter

34

Tips & Tricks So You’ve Outgrown Budgeting in Excel

36

Industry Showcase Life Sciences

39 40

The Best of 2013

VAR Partner Member Showcase I.B.I.S. Inc.

ISV Partner Member Showcase Jet Reports

ISV Partner Member Showcase Wolters Kluwer, CCH Spring 2014 | 3

AvailableNow! Now! Available

Self-Service Self-Service

FullIntegration Integrationtoto ® Full Microsoft Dynamics® Microsoft Dynamics

Business Business Intelligence

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Collaboration n Collaboration

Reporting Reporting

Planning Planning

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Data Data Warehouse Warehouse

ERP ERP

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Other Data Other Sources Sour rData ce ces es es Sources Sour rces ce es es

Out of the box integration to Microsoft Dynamics AX Out of the box integration to Microsoft Dynamics AX Ideal FRx Replacement Ideal FRx Replacement Live Excel and Web-based Reporting and Dashboards Live Excel and Web-based Reporting and Dashboards Financial Consolidations and Operational Reporting (for GL and Sub-ledgers) Financial Consolidations and Operational Reporting (for GL and Sub-ledgers) Integrated Excel-based Budgeting, Forecasting and What-if analysis Integrated Excel-based Budgeting, Forecasting and What-if analysis Preconfigured Data Warehouse (Combine data across multiple sources) Preconfigured Data Warehouse (Combine data across multiple sources) Collaboration Portal for sharing reports, discussions and decision-support Collaboration Portal for sharing reports, discussions and decision-support

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| |

info@solverusa.com | 800.281.6351 info@solverusa.com | 800.281.6351

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letter

Goingfrom to the the Next Level... axug director Sherry Linares

2014: Shaping Up to Be Our Best Year Yet

Frank Vukovits, Jr.

hat a fantastic year 2013 was for the Microsoft Dynamics AX User Group.

It was great to see the growth in AXUG®,, including events in Rome and Barcelona, along with the successful launch of the AXUG Collaborate site. With 2014 well under way, there is no shortage of great programs for AXUG Members to participate in and gain valuable knowledge to enhance their use of Microsoft Dynamics AX. At the start of each year, there are always a few topics Members are talking about: budgets, taxes, and forecasting the year ahead. So, with those items in mind, we decided to have the theme of this issue be finance. While finance is a broad topic, you will find great content for not only the many finance professionals who are AXUG Members, but also valuable content and updates for those that aren’t ever mistaken as “bean counters.” (I think I can use that term, as I’m married to one! -) The world of ERP software all started with accounting systems that were built to do more than just finance, so this theme is a great way to level set the year of AXUG programs, taking us back to the core in some instances, while at the same time looking to the future and all the new and exciting ways Microsoft Dynamics AX can support your business objectives.

When it comes to topics such as budgets, taxes, and forecasting, AXUG provides many ways to network and share experiences with other Users. The Finance, Internal Control & Compliance, and BI and Reporting Special Interest Groups (SIG) are just one place where many finance professionals are furthering their knowledge. If you haven’t checked out some of the financerelated discussions on the AXUG Collaborate site at community.axug.com, you are missing out!

Of course, we have many great AXUG Premium Partners who host webinars and showcase their products that also play vital roles to enhance your Microsoft Dynamics AX environment. Don’t forget: all AXUG webinars are recorded, so you can play them back at your own leisure.

As we turn the calendar on a great year for AXUG, I want to personally thank the board of advisors who provides great leadership for us. We reorganize a new board each year at Convergence, so to the outgoing board members, a big thank you from me and the entire Microsoft Dynamics AX community. In the past year we saw a record number of webinars (147), 1,000 attendees at AXUG Summit in Tampa, and continued growth of AXUG outside North America with User group day at Convergence EMEA in Barcelona. All of these great achievements, plus the roll-out of the AXUG Collaborate site, took place under the direction of the 2013-2014 AXUG board of advisors, leaving large shoes for the new board to fill!

I would be remiss if I didn’t quickly mention Convergence 2014 in Atlanta. If you happen to be lucky enough to be reading this magazine while at Convergence and are not an AXUG Member, I encourage you to get involved and join AXUG (www.axug.com/join-axug/). Stop by the AXUG kiosk in the Microsoft Solutions Experience in the Expo Hall to learn more about all the great benefits AXUG Premium membership has to offer you and your company.

Finance is just one of the many, many areas that Microsoft Dynamics AX Users just like you meet to discuss and learn from each other. AXUG provides the best opportunity for you and your company to maximize your investment in Microsoft Dynamics AX through the objectives of listening, learning, and sharing. Join AXUG; you won’t be disappointed.

Here’s to a great Convergence!

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Frank Vukovits, Jr. Director – Programming, AXUG Spring 2014 | 5

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events sessions meetings courses

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

AXUG Focus Event MAY 2014 | DALLAS, TEXAS Date and details coming soon

AXUG Focus Event JUNE 2014 | INDIANAPOLIS, INDIANA Date and details coming soon

The Partner Connections Event OCTOBER 13-14 | ST. LOUIS, MISSOURI www.thepartnerconnectionsevent.com

AXUG Academy Pre-Conference Training

Regional Chapter/Global Branch Meetings MARCH 18 – Florida | Tampa MARCH 20 – Minnesota | Edina MARCH 20 – Southwest | TBD APRIL 15 – Netherlands | TBD APRIL 17 – Minnesota | Edina APRIL 17 – New England | Cambridge, Massachusetts MAY 12-13 – Germany MBUF Meeting | Movenpick Hotel Suttgart Airport MAY 14 – Carolinas | Charlotte, North Carolina

OCTOBER 13-14 | ST. LOUIS, MISSOURI www.axugsummit.com

MAY 15 – California (NorCal) | TBD

AXUG Summit 2014

MAY 16 – Ohio | TBD

MAY 15 – Minnesota | Edina

OCTOBER 14-17 | ST. LOUIS, MISSOURI www.axugsummit.com

Super charge your Microsoft Dynamics AX business Add competitive power to your dynamics AX platform with an AXtensionÂŽ solution for: t 1SPKFDU 1MBOOJOH /&8 3&-&"4& t *OWPJDF 1SPDFTTJOH /&8 3&-&"4& t 1SPKFDU $PTU $POUSPM t %PDVNFOU .BOBHFNFOU t ,JUUJOH t 1SPEVDUJPO QMBOOJOH

Supercharge your Dynamics AX platform with AXtension solutions and save time on your business critical process, optimize customer satisfaction and achieve an early ROI. Visit booth #2329 at the Microsoft Dynamics Convergence 2014 in Atlanta to get a live demonstration of any AXtension solution and see our NEW Invoice Approval App. 3FRVFTU BO POMJOF EFNP PO EFNBOE PG POF PS NPSF TPMVUJPOT WJB PVS XFCTJUF BYUFOTJPO DPN

Spring 2014 | 7

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leaders mee t your a xug le aders

AXUG® has two new faces on our board.

Please help us welcome Christian Gawronski and Paul Vaughan!

Christian Gawronski senior manager of enterprise systems for Fluidigm

Tell us a little about Fluidigm.

Fluidigm (NASDAQ:FLDM) develops, manufactures, and markets microfluidic systems to leading academic institutions, clinical laboratories, and pharmaceutical, biotechnology, and agricultural biotechnology companies in growth markets, such as single-cell genomics, applied genotyping, and sample preparation for targeted resequencing.

Our single global instance of Microsoft Dynamics AX 2012 currently supports 42 Users worldwide. In order to take advantage of product improvements, we may invest in an upgrade in 2014 or 2015.

What are you looking forward to as an AXUG Board Member?

As I am relatively new to Microsoft Dynamics AX (two years), I am interested in strengthening my relationships with other end Users and decision makers to better understand how Microsoft Dynamics AX is transforming their businesses.

Paul Vaughan enterprise information services manager for Stupp Bros., Inc.

Tell us a little about Stupp Bros.

Our company is in the steel fabrication business. We produce steel girders for bridges, oil and gas pipe, and beams and columns for commercial buildings.

We have more than 100 licenses and 30 to 40 Users and upgraded to Microsoft Dynamics AX 2012 R2 CU6 in early February, with plans to upgrade another legal entity in March.

What are you looking forward to with board involvement?

I have always been impressed with how the board has constantly sought to bring diversity and possibilities to Microsoft Dynamics AX Users. I experienced this with my very first AXUG Summit in Chicago and have watched that evolve throughout the years.

I look forward to continuing that growth and helping AXUG remain a strong source for every Microsoft Dynamics AX User to turn to for the assistance and collaboration needed to get the most out of their respective implementations.

8 | AXUG Magazine

XU AX AX A G A G G U U X G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A G G U G U XU X A A X G UG UG XU XU AX AX A G A G A G G U U X X A U XU AXU AX AX A G A G UG UG A X U G G AX A G A G UG UG XU XU AX A A X U G UG UG XU XU AX AX G A G A UG XU AX AX A G A G UG UG XU XU G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G UG AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG UG AX G A G A G UG U XU X AX A U XU XU AX AX G A G A UG UG XU G AX A G A G UG UG XU XU AX AX U XU X AX A A G G UG U AX G A G A UG UG XU XU AX AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A G G U U X X A A X G UG UG XU XU AX AX G A G A UG AX A A G G U U X X A U U XU X AX A G A G A UG UG G G G U G U XU X X A A A U XU AXU AX AX G A G A UG UG XU G G G UG U XU XU AX AX G A G XU X AX A G G U U A G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G A UG U AX G A G A G UG U XU X X A U XU XU AX AX G A G A UG UG X G AX A G A G UG UG XU XU AX AX A X G UG UG XU XU AX AX G A G A UG AX A A G G U U X X A XU X AX A G A G UG UG X U A X U G G AX A G A G UG UG XU XU AX AX A X G UG UG XU XU AX AX G A G A UG A G G U U X X A U XU AXU AX AX A G A G UG UG A X U G G AX A G A G UG UG XU XU AX A A X U G UG UG XU XU AX AX G A G A UG XU AX AX A G A G UG UG XU XU G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G UG UG XU XU AX AX G A G A U

members welcome to our new members

Welcome to the new Members who have invested in AXUG® Premium membership and Partner membership this year! Each new Member adds value not only to their own organization, but also to the entire AXUG community as they share their knowledge and experiences. Please note that these organizations have given AXUG permission to share their name publicly.

Premium User Members Added Last Quarter Able Services Axcess A/S Birgma International Ltd Danske Fragtmænd A/S DaySpring

Marubeni-Itochu Tubulars America, Inc. Orifarm Group A/S Rosti

DELTA

SEFNCO Communications

Friedkin Companies Inc.

Talison Lithium Pty Ltd

GI

Teknologisk Institut

GN Netcom A/S

The Business Labs

Goodwins Lucan Ltd

Trefor

King Arthur Flour Company

University of Mary

Kopenhagen Fur Lekolar AB

Verengo Solar Walker County Texas

Maersk Tankers A/S

Premium Partner Members Added Last Quarter AKA Enterprise Solutions

PlanetTogether

AXspecialists

ScanWorkX/eNSYNC Solutions

KnowledgeLake

Meet one of our newest Premium Members...

Goodwins Build & DIY Products Goodwins Build & DIY Products is one of Ireland’s biggest suppliers of building and construction materials to house builders, construction professionals, and public customers in the greater Dublin/Leinster region.

Their builders merchants was established in 1978 by William Goodwin, father of the organization’s current managing director, Jonathan Goodwin.

“My aim is to develop my knowledge and skills around Microsoft Dynamics AX. We have Microsoft Dynamics AX 2009, and I need to know a lot more about its workings.”

Growing with its customers since 1978, Goodwins Build & DIY Products operates its build and DIY stores from two strategic locations, Lucan and Mulhuddart, adjacent to major road networks in Dublin.

“I’m looking forward to a Dublin AXUG meeting in February,” says Jonathan. “My aim is to develop my knowledge and skills around Microsoft Dynamics AX. We have Microsoft Dynamics AX 2009, and I need to know a lot more about its workings. What will help me are local User group meetings and online training resources plus reading, and learning from, Q&A from other Users.”

AXUG

Spring 2014 | 9

G G U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A XU AX AX G A G A UG U G A G G U G U G XU XU U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G

microsoft member showcase

Swamy Narayana

Swamy Narayana, principal PM lead

S

wamy Narayana, principal PM lead, has been with Microsoft for the last six years, starting with development for Microsoft Dynamics AX 2012 in the financials area. He also leads the development of the product’s public sector industry solution and supports the Customers participating in the Technology Adoption Program (TAP). AXUG® sat down with Swamy to find out what he finds most rewarding about his job, what his team did in the financials area of Microsoft Dynamics AX 2012 R3, and his take on the greatest ROI Users have with Microsoft Dynamics AX. AXUG: What do you find most rewarding about what you do?

Swamy Narayana (SN): As a program management lead, I have a team that continues to influence the product in many aspects. I love getting feedback from Users as to how we can impact them and their organizations, and I like to see them delighted with what we have to offer.

AXUG: Your team has been very busy getting Microsoft Dynamics AX 2012 R3 ready for general availability. What was your team’s greatest contribution to that release?

SN: Right, we’re focused on releasing R3, and our team was responsible for quite a few changes in the budgeting area and accounting framework in this next release.

AXUG: What can you tell us about the financial changes in R3?

SN: R3 includes the features we did in CU6, CU7, and more. One of the big things you will see is that Management Reporter has become an integral part of Microsoft Dynamics AX functionality. You will see this in installation set-up components as well as launching from Microsoft Dynamics AX. There

10 | AXUG Magazine

have been many improvements, such as default report templates, side-by-side report layouts, and availability in all languages, making it very useful to all Users.

All areas within financials, GL, budgeting, AP, AR, etc., have been enhanced in the last 12 months. This includes one feature that is a very popular request/feedback item from Customers and Partners: the elimination of multiple vouchers when a product receipt for stocked items is posted. This will help accountants and finance managers to reconcile and identify accounts for further review very easily. The other common theme you will see across all areas is performance improvements.

AXUG: How did you prioritize the list of what would go into R3?

SN: We look at what we’re already building, various feedback that comes from Customers and prospects, and comments from Users via the Connect tool.

There are three major sources for our product backlog: feedback from Customers, issues we are seeing through sustained engineering, and changes happening in the market place or our competitors. Once we have that list pulled together, we prioritize where we’ll put our focus based on the most value for our Customers without risking loss of any current functionality.

AXUG: What kind of feedback are you receiving from those in TAP? SN: We showcase all of our enhancements through webinars to participants of TAP. These have had great feedback. For example, the Partners and Customers are excited about the budgeting functionality available in Microsoft Dynamics AX. Previously, budgeting was dependent on thirdparty providers, but now we have a product that

meets their needs and natively integrates with other modules of Microsoft Dynamics AX. AXUG: What will your team be up to at Convergence?

SN: We’ll have sessions on financials and Management Reporter and will also participate in AXUG sessions. We’re also working on recruiting more Users for our Customer Council so that we can reach out to them periodically to get their feedback on the product.

Always on.

When your cloud-based ERP is always on, so is your business.

AXUG: After all of these improvements, what do you feel is the greatest ROI for a User with Microsoft Dynamics AX? SN: They’re familiar with the User interface and the technology stack we use. Microsoft Dynamics AX is more and more a complete solution for a larger segment in the market. The improvements in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 R3 include a lot of functionality that enterprise Customers are used to, and we’re able to provide that now with simplicity and costeffectiveness.

WatServ is one of the largest, most experienced providers of cloud computing solutions for hosted Microsoft Dynamics ERP. Get fast, uninterrupted access to your critical data and unlimited access to named support.

TM

AXUG: What are you most looking forward to with your team and Microsoft Dynamics AX? SN: I’m excited to be working on the next release of the product that will introduce the modern client and technologies that our Customers expect us to deliver on. I’d love to see more Customers in our Customer Council program to provide feedback and validate our approach.

AXUG

Mission Critical Cloud Computing

1.866.531.2598 x2302

FRANCE

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AU S T R A LI A

ISRAEL

S O U T H A FR I C A

sales@watserv.com

JAPAN

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watserv.com

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Visit us at Booth 2635

Spring 2014 | 11

MICROSOFT

DYNAMICS

AX

2012

R3 WHAT IT MEANS FOR WAREHOUSE OPTIMIZATION

by Bruce Eicher and David Slater

W

hatever the goals are for implementing a warehouse management system (WMS), many companies and integrators fail to realize the importance of including lean material flow principles as part of their WMS implementations. Companies implement a WMS with a variety of goals in mind. These can include replacing a legacy or proprietary WMS, improving inbound and outbound cycle times, increasing throughput, allowing for real-time data and visibility, increasing productivity to achieve ROI results, and/ or a combination of these goals or others. Microsoft Dynamics AX WMS now not only offers all of the above, but is also fully integrated into the core Microsoft Dynamics AX ERP system, which removes the need for any type of interface between systems.

Don’t Optimize a Bad Process Everybody has heard the phrase, “Don’t optimize a bad process.”

This could never be truer than in a WMS implementation.

Implementing a WMS system is a substantial financial investment in search of quality results. Time and time again, companies remain inflexible in regards to reviewing storage media, warehouse layout, process time studies, and even moving product to ensure proper zoning of product with their WMS. With manual or automatic suggested putaway logic, Microsoft Dynamics AX WMS allows for the planning of the layout of product in your warehouse as well as much additional functionality ripe for additional optimization.

The design phase of a WMS implementation should be based on a future vision of the optimal processes for your distribution center rather than the current process flows. The idea of configuring your WMS around the way your operation is running today is an idea that assumes that the current facility layout is optimal, SKU levels will remain stagnant, and both your inbound and outbound order profiles aren’t going to change over the next several years. This also assumes that the current slotting in your facility is optimal and the number of times you replenish forward pick locations is optimal.

With the ability for defined shipments, Microsoft Dynamics AX WMS offers the opportunity for optimized replenishments and picking routes.

Optimizing Processes When thinking of optimizing future processes with a WMS, these are five commonly overlooked areas: » What is the five-year forecasted growth for the SKUs, velocity, and cube in the current warehouse?

12 | AXUG Magazine

G G U XU AXU AX AX A G A G X U G G AX A G A G UG UG XU A X U G UG UG XU XU AX AX XU AX AX A G A G UG U G UG U XU X AX A XU AX AX G A G A UG UG X G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A G G UG A X A G UG UG XU XU AX AX A G G U U U XU AXU AX AX A G A G U G G X AX A G A G UG UG XU A X U G U U X X A A

feature » Is the warehouse slotted properly? Is the product located in the correct location based on order profiles, and do the forward pick locations have the proper capacity to accommodate an optimal days on-hand quantity? » Is there a clear understanding of order profiles both inbound and outbound? » Do I have the optimal material handling equipment? » Can relocating product in the facility improve a process with the implementation of a WMS such as Microsoft Dynamics AX WMS? The truth is, if you don’t know the answers to some or all of these questions before your WMS design sessions begin, you’re leaving savings on the table.

Understanding the Current Baseline It is important to understand where you are today so that you can strategically plan for your WMS future process. Gathering important large sets of data items, such as outbound orders, inbound orders, inventory snapshots, locations, and the item master data, is useful to understand the correct baseline. The analysis of this data produces several, often eye-opening, results for our Customers. These results typically include: » Outbound orders summarized by channel (e-Commerce, phone, etc.) » Delivery points by three-digit ZIP code » Grouping of SKUs together by velocity by unit of measure » Average units per line » Order affinity for SKUs » Ideal size of active/pick locations » Determination of whether a fixed or dynamic pick location is the best solution or a combination of the two Additionally, it is important to document current processes in detail and provide a time study for each activity. Until it is known where employees spend their time through observations and time studies, it is difficult to hone in on the pieces of that process that if reduced, could make the overall process more efficient.

Let’s use a picking process flow as an example broken down by the percentage of time a picker spends performing a task. In this specific warehouse, the picker spends 52 percent of his time picking, 33 percent of his time traveling, and 12 percent of his time tearing off carton tops. This is sample data from an “each” pick environment with several hundred Users. A drop of a percentage point in any of these areas will mean thousands of dollars of savings per year.

This particular Customer picked off of paper and required the worker to remove box tops at the “each” pick face if the carton wasn’t already open. If the company moved the removal of the box tops to the replenishment activity, it would see increased overall savings in picking.

Another procedural improvement that would result in significant savings is to direct the User on the proper travel path. There are lean components that can contribute to reducing the percentage of travel the picker is performing. These components include slotting optimization results from the material flow data study. Additionally, setting up the proper pick sequence in the WMS can assist in reducing travel.

Implement a WMS Along with Lean Concepts The picking example in the previous section is a simple example of why a WMS won’t completely optimize your warehouse operations.

In that instance, a WMS will take the paper out of a picker’s hands, direct the User to the next location, and require the User to scan the location and/or item being picked. This alone will drive a certain amount of savings. However, the WMS won’t be able to recognize that the removal of the box tops should be a replenishment activity instead of a picking activity. Additionally, the WMS won’t slot the warehouse properly without some initial SKU and order analysis to slot SKUs and create an optimal pick path.

Summary A WMS such as Microsoft Dynamics AX WMS provides a systemic set of instructions to the User which alone will drive a certain amount of efficiency and tracking. However, without a proper slotting and procedural analysis, the WMS that you thought would optimize your entire warehouse can turn into a very expensive data collection tool. In order to not leave money on the table during your WMS implementation, perform a detailed slotting analysis and operational analysis before the WMS functional design sessions. These lean concepts will significantly increase your ROI when investing in a WMS. AXUG enVista is an AXUG Premium Partner and a National Gold Partner with Microsoft, certified for Microsoft Dynamics AX, and is a member of the Microsoft Dynamics Partner Advisory Council. Bruce Eicher is managing partner and David Slater is senior project manager at enVista. Bruce can be reached at 877-684-7700.

Spring 2014 | 13

TOP COLLABORATE DISCUSSIONS

C

onversations are flying on AXUG® Collaborate, and we thought it would be fun to look back at some of the top discussions from the last quarter. If you’d like more information on any of these topics, log on to AXUG Collaborate (http://community.axug.com) to read the full conversation.

SQL Server Reporting – Third-Party Tool 15 Replies Is there anyone that has any experience using a third-party tool for SQL Server Reporting that allows regular users (outside of IT) to create and/or edit their own reports? Looking for something pretty easy to use with very little knowledge of SQL. Thanks!

Stephen Wagner | developer | Diamond Plastics Corporation

Mass BOM Updates 11 Replies I’m curious about something. I’ve only been working with Microsoft Dynamics AX for about nine months. Part of my job is BOM entry for new products. Sometimes we have a part number change that may affect anywhere from 1-20,000 BOMs. If the number is relatively small, I can do them manually. If the number is a huge amount, however, we submit these to our IT dept for a mass update.

To even begin the latter, it requires a lot of planning and prioritizing.

So my question to you is this: Is there a way that I can change a single part number across several BOMs at once without involving IT? And if so, what about effective dates, op sequences, and so on? Any input on this situation would be greatly appreciated. Thank you.

Johnny Valentine | Propulsys

Security/Form Access by Roles Freight Tracking in Microsoft Dynamics AX 13 Replies Hi everyone! I have a question regarding freight tracking within Microsoft Dynamics AX. Has anyone integrated a third-party solution for tracking freight? If so, what do you use? We would like to be able to track things like weight, cost, misc. charges, load utilization, premium freight, etc. We have discussed using a thirdparty logistics company, which would give us access to some of this information in their reports. However, I would prefer to be able to track within Microsoft Dynamics AX. David Zuidema | controller | Dennen Steel Corp

Invoice Delivery – Email, Fax, Regular Mail 12 Replies We’re checking alternatives for invoice delivery from Microsoft Dynamics AX. Some of our customers are asking for email delivery, some want invoices by fax, and many still want invoices by regular mail. What are the best solutions for automating the distribution among the different delivery methods? Microsoft Dynamics AX print management? A custom solution? We’re on Microsoft Dynamics AX 2009, but Microsoft Dynamics AX 2012 solutions may also be applicable. Thanks.

Phil Schmalzried | manager of business intelligence and integration | Zurn Industries, LLC

14 | AXUG Magazine

10 Replies I’m brand new to Microsoft Dynamics AX, and the company I work for is also just implementing Microsoft Dynamics AX 2012.

What I’ve been asked to look into is how to configure Microsoft Dynamics AX to allow and disallow access to forms based on role. For instance, we don’t want a purchasing manager to be allowed to work with the Vendor Groups form under Setup on the Area Page, but we do want the accounts payable manager to work with that form. Both their profiles have the “Enable vendor process” duty attached which contains a privilege named “Maintain vendor groups”. What I’ve been able to figure out is I can modify the access level of the “Maintain vendor groups” privilege to “No access”, and that will restrict the Purchasing Manager from seeing the link on their Area Page, but this access level change appears to be global and is also having the same impact to the accounts payable manager.

Hopefully the example is clear as to what the issue is and what I’m hoping to achieve. Just thinking aloud, but would something like this situation require creating a new duty without the “Maintain vendor group” privilege? Or can this be done through the AOT? Or can the privilege itself be configured to apply with specific roles only?

Any help would be appreciated. Please let me know if further details are required, and I’ll try to answer them.

Kevin Banh | IT developer | Davis Wire Group

TOP COLLABORATE DISCUSSIONS Training for Microsoft Dynamics AX 2012 R2 10 Replies As we are preparing to implement Microsoft Dynamics AX 2012 R2, what is the best way for our internal team to learn the base functionality of Microsoft Dynamics AX (out of the box with no customization) and train our developers? Our Partner will provide training later during the assessment phase, but I would like our core team to start understanding what is available prior to engaging the Partner.

Has anyone located any training material that has been helpful understanding Microsoft Dynamics AX 2012 R2: Websites, printed material, or even training classes? Are there any consulting firms that have delivered exceptional training?

I am seeking power User training as well as training for the internal development team. The development team members are .NET/C# developers.

We are new to Microsoft Dynamics AX, so we have no experience with the prior versions. During the sales cycle, for the most part, they presented Microsoft Dynamics AX 2009; however, we opted to implement Microsoft Dynamics 2012. We are an industrial distributor with plans to implement the financials, warehouse management, procurement, forecasting, and order processing (all modules related to order to cash).

John Fetherolf | IT manager | Kimball Midwest

Microsoft Dynamics AX 2009 On Hand Form – Performance 10 Replies We are about a year into our implementation. At times (becoming more frequent), the form can take minutes to load. It does not affect all Users. When this happens, it does not always affect the same group of Users. My role is not technical. I’m in the materials group.

Our technical people cannot explain or correct the issue. They have reported it to our implementation Partner and Microsoft. No result that I am aware of. Though intermittent, the condition appears to becoming more frequent and widespread. This seriously impacts productivity. Is this anything anyone else has heard of or experienced, and is there a fix?

Richard Croft | master scheduler | Stickley Furniture

Production Orders – End 10 Replies We have occasions where we end up completing a route card journal where the entire quantity of the work order is put in as error.

Microsoft Dynamics AX will not allow us to roll these orders to Report as Finished or Ended. Has anyone encountered this, and if so, is there a workaround? Thanks, Julie Julie Johnsey | materials manager | Cosmolab, Inc.

Microsoft Dynamics AX 2012 Shared Global COA with Different Rules by Legal Entity 9 Replies Dear all, We are implementing the full ERP solution of Microsoft Dynamics AX 2012, and as part of this, we would like to have a global COA shared by all of our legal entities, but have different rules by legal entity. But we are encountering some challenges around this topic. Please see below: Just as a quick summary of our challenge: We would like to have a centralized COA shared by all of our entities in our Microsoft Dynamics AX instance.

- But we would like to have different rules by entity - As of now (information keeps changing), we are being told that if we share COA for all entities, we have to create rules by ledger/main account, and this rule for each ledger/main account has to be shared by all entities (if they are using this ledger/main account).

So we are hoping to find a way to have a centralized shared COA but be able to create different rules by entity. If anyone has had any experience with this issue that could share how they overcame this challenge, it would be greatly appreciated.

Best regards; Marcos Rosado | senior business and financial reporting manager Marc Jacobs International

Best Plan of Attack?

9 Replies Hi all! Myself and my company, Paragon Films, are new to Microsoft Dynamics AX. So new, in fact, that we are still a few weeks out from even beginning to train. However, I am looking for the good and the bad on how to approach training. Where do we start? What mistakes did some of you make in the beginning? I am looking for any and all kinds of advice! Please and thank you!

Darla Phillips | training manager | Paragon Films, Inc. AXUG

Spring 2014 | 15

Congratulations to Marc McCormick of Ariens Company for winning the Winter 2014 Word

Academy

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

AXUG

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

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

CCH

B T N E T W O R K I N G A N J N S U O H E R A W S

U C G C H A P T E R S E C L E C N A N I F L R R W

D O L O G O O D W I N S A T T H A R M N N T S S A

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

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

T A A W E B I N A R S I E G P K B C B T S I R L N

I B L L S M R S L T R F M N O M A A E E S E E N A

N O B A T N B P T L E E Y I R O L D S G T N G E R

R R R B L S T E S N P S J T T O L E U D L L I R A

E A A O N R L S R E O C E R S R O M M U N T O O Y

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

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

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

H L F I W D O O G E N C P R E M I U M E R R N C N

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

L I N S E S N E E U I S N A T L R E T P A H C H K

A C A T E B E N T O C S D I N D U S T R Y E L C R

N N N R P M R L R H S N U C M E M B E T T N T E O

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

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

G I S E T X R S E A I C R N U S E R N C L L M W E

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

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

P R E M I U N R E T R O P E R T N E M E G A N A M

Y N E D A C A G L O B A L B R A N C H A N I B E W

Chuck Moore Collaborate Finance Financial Reporting Global Branch Goodwins IBIS Industry Jet Reports Life Sciences Management Reporter Members Microsoft Networking Premium Regional Chapter Summit Swamy Narayana Users Warehouse Webinars

Spring 2014 | 17

G G U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A XU AX AX G A G A UG U G A G G U G U G XU XU U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G

var partner member showcase

I.B.I.S., Inc.

F COMPANY: I.B.I.S., Inc. INTERVIEW: Dominic Telaro, director of industry solutions WEBSITE: www.ibisinc.com HEADQUARTERS: Peachtree Corners, Georgia PHONE: 770-368-4000 EMAIL: Dtelaro@ibisinc.com ESTABLISHED: 2001 AXUG® PARTNER MEMBER SINCE: 2011

ounded in 1989, I.B.I.S., Inc. provides distributors and manufacturers with next-generation supply chain solutions to maximize their profitability. A winning combination of industry and supply chain expertise, world-class supply chain software developed in partnership with distributors and manufacturers, and 25 years of successful Microsoft Dynamics implementations has culminated in making I.B.I.S., Inc. a preferred Microsoft Dynamics Partner and solution provider for distributors and manufacturers worldwide.

AXUG: Tell us a little bit about your company.

Dominic Telaro (DT): I.B.I.S. has been around for 25 years, starting with Great Plains and then with Microsoft. We have been a Gold Partner and Partner of the Year, and we’ve built our VAR business with Microsoft Dynamics GP, Microsoft Dynamics AX, and Microsoft Dynamics CRM. Our background is in distribution and manufacturing, so the majority of our practice focuses on Microsoft Dynamics AX and Microsoft Dynamics GP. We also have a strong SharePoint® and Microsoft Dynamics CRM presence, which provides a complete Microsoft experience for our Customers.

AXUG: What do you offer Microsoft Dynamics AX Users?

DT: In addition to our expertise in selling and implementing Microsoft Dynamics AX, we are also familiar with the ISV side of things. Just six months ago, we were named a Global Distribution and Supply Chain ISV by Microsoft for our Advanced Supply Chain Software. Understanding the Microsoft requirements for coding, efficiency, integration, and more really sets us apart and helps us provide the very best for Microsoft Dynamics AX Users.

AXUG: How is I.B.I.S. improving Microsoft Dynamics AX for distributors?

DT: Microsoft Dynamics AX is a great product for manufacturing, retail, and government, but the distribution side of things hadn’t been paid

18 | AXUG Magazine

enough attention until just recently. Distributors buying Microsoft Dynamics AX had to buy more software, make expensive customizations, and create workarounds to get the functionality they needed. As a global ISV, I.B.I.S. is building that green field area of the distribution supply chain and is dedicated to proper product development and meeting Microsoft requirements, so that Microsoft Dynamics AX Users don’t need to miss out on important supply chain functionality.

With our software and expertise, Users can now expect more functionality enhancements that tie the whole business together, from the board room (planning) to the warehouse (operations).

In summary, I.B.I.S. is helping develop Microsoft Dynamics AX for distribution and in turn, helping Microsoft Dynamics AX Users and Partners run their businesses to meet margins and objectives.

The efficiency and profitability of our Users are the most important things and are the true driving force for us every day.

AXUG: What have you found valuable in AXUG interactions?

DT: I attended AXUG Summit last year and absolutely LOVED getting in touch with Microsoft Dynamics AX Users. It was a pleasure talking to Users and seeing the excitement on their faces when they saw the functionality we had created for Microsoft Dynamics AX. Understanding how Users made the system work without our software was also invaluable. We can always sit down with consultants, industry experts, and our Customer advisory board, but without a direct look into how the User sees things, we can’t create a product that hits every mark. Thanks to AXUG Summit and the Regional Chapter events, we can expand our offering to provide everything Microsoft Dynamics AX Users need.

AXUG

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MANAGEMENT REPORTER: READY FOR PRIME TIME

by Nick Sercer

W

hile many consider Management Reporter (MR) to be a new product, Microsoft actually began its development in 2004. The original version of MR was released as part of the Microsoft Office PerformancePoint Server business intelligence suite in late 2007, with plans for a separate release to Microsoft Dynamics ERP. Microsoft shelved PerformancePoint Server in 2009 but continued with the release of MR (V2) to the Microsoft Dynamics AX community as a replacement for Microsoft FRx. In actuality, MR was always intended to take over the reins of Microsoft FRx, as is evidenced by the many similarities in the two products. The early versions struggled to match the capability of Microsoft FRx in some areas, however the current version, Management Reporter 2012, has been on the fast track with frequent updates since its May 2012 release and is seen by many new adopters as a true upgrade from Microsoft FRx. Several of the benefits of moving to MR from Microsoft FRx are listed below. These are just some highlights; there are many more benefits, and Microsoft continues to add new functionality with each update, so the gap will continue to widen. So, if you have been putting off upgrading to MR, now may be the time.

Updated Architecture » Microsoft .NET and C# with SQL Server Integration » Support for Native 64-bit and current operating systems » Security: Windows authentication across multiple applications with secure access to reports, report folders, and dimension data

Improved Collaboration and Report Distribution Capabilities » » » » » » »

Organize building blocks and reports in folders Attach comments to generated reports that are visible to other Users View previously generated report versions Display charts and graphs for improved data analysis; add logos and graphics to reports Group multiple reports to run independently on a pre-defined schedule Provide secure access to reports via the report library, web access, and SharePoint Email reports via SharePoint or as a URL link

Enhanced Integration with Microsoft Dynamics AX » » » » » »

Automatically integrate company information from Microsoft Dynamics AX Drill back to Microsoft Dynamics AX via report and web viewers including budget data Report on Microsoft Dynamics AX 2012 budget funds available and Microsoft Dynamics AX attributes Utilize Microsoft Dynamics AX organizational hierarchies in report design Multi-currency reports utilize Microsoft Dynamics AX currency translation features Update Microsoft Dynamics AX to include Microsoft Forecaster budget data utilizing the Microsoft Forecaster Data Transfer Tool

Get Up to Date Make sure you are on the latest version of MR to take advantage of the latest updates and new features. Microsoft has been releasing three to four updates each year and continues to add new features to the product, not just bug fixes. In particular, several new features, including drill-back to Microsoft Dynamics AX from the web viewer and new currency translation features, were added in the most recent update (CU7), released in October 2013.

What version of MR are you using? Find out by going to Help>About from the menu in the Management 20 | AXUG Magazine

Nick Sercer is a partner and senior consultant at MSX Group and specializes in Microsoft Management Reporter and Microsoft Forecaster.

He can be reached at Nick.sercer@ msxgroup. com.

G G U XU AXU AX AX A G A G X U G G AX A G A G UG UG XU A X U G UG UG XU XU AX AX XU AX AX A G A G UG U G UG U XU X AX A XU AX AX G A G A UG UG X G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A G G UG A X A G UG UG XU XU AX AX A G G U U U XU AXU AX AX A G A G U G G X AX A G A G UG UG XU A X U G U U X X A A

feature Reporter Report Designer or Report Viewer.

Check Your Work!

While MR has enhanced features to allow you to find missing or duplicate accounts in your reports, it is always a good idea to be proactive to prevent inaccuracies in your financial reports. Try adding a (non-printing) check row at the bottom of your income statement Row Definitions. The row should include a range that encompasses all P&L accounts in the Link to Financial Dimensions column. Add a calculated row (OUT OF BALANCE) below it that will subtract your check row balance from your Net Income.

If the balances match, you are golden. If not, you may need to update your report to include a newly added account or remove a duplicate. As a further suggestion, assign a BOLD or RED font style to your OUT OF BALANCE row to make it pop when there is a discrepancy in the report. If the row displays a zero balance, it will be suppressed and will not be visible when viewing the generated report.

or budget) you would like to view further details for. Select the “Drill to Dynamics (DTD)” icon from the toolbar. Voilà! Microsoft Dynamics AX will open, and you can continue your analysis. You can also utilize this feature in the web viewer, but instead of selecting the DTD icon, click on the little triangle at the top left of the highlighted cell. Note: The feature only works with reports that include transaction detail. Also, Web Viewer AX must be installed on the workstation.

AXUG

HIT A HOME RUN WITH RF-SMART’S AUTOMATED DATA COLLECTION

A Star is Born In Microsoft FRx, when dealing with dimensions that have IDs of different lengths, it was necessary to use multiple wildcards (???) to bring those together in one row. This was difficult and sometimes didn’t produce the desired results. In MR, you can still utilize the (?) as a wildcard as you have before, but you also have the option to use an asterisk (*). For example, if you have accounts that can be either four or five characters in length, and you want to display all accounts that begin with 4, you can use 4* in your “Link to Financial Dimensions” column to display all accounts beginning with 4, regardless of the length of the ID.

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Drill-Back to Microsoft Dynamics AX Drilling back to Microsoft Dynamics AX from MR takes your report analysis to another level. When viewing a report in MR Report Viewer, drill down to the account level and select the balance (actual

CERTIFIED FOR

ax.

com

AX 2012

Spring 2014 | 21

1

topic

2

on

3

...with AXUG Members We asked AXUG® Members to weigh in on the biggest challenge their departments face due to all the regulatory changes in the past year.

1 | Andy Snook Fastpath, Inc. Snook@gofastpath.com One of the biggest challenges we have seen this year surrounds the renewed focus on manual journal entries. Because they have an immediate impact on financials and are susceptible to data entry errors, these entries present a high risk for companies.

In order to mitigate this risk, companies need to review these transactions on a periodic basis. Identifying, extracting, and reviewing this data can be extremely time-consuming, and intensive. In order to assist our Customers with this challenge, we developed an analytics tool that simplifies identifying potential issues with manual journal entries. Our Customers have the confidence they are getting visibility into the right data and a repeatable process they can use going forward.

2 | Brian Cates Copper State Bolt & Nut Co. Bcates@copperstate.com More than 300 Users running Microsoft Dynamics AX 2009 As a privately-held company, we aren’t as susceptible to some of the regulatory issues public companies may face, though we have certainly addressed such challenges as the capital lease versus operating lease requirements, GAAP level reporting versus management/internal reporting, and coordination with our CPA auditors. At Copper State, we’ve consolidated four companies into one reporting entity, which isn’t so much a challenge induced by regulatory changes, but by our own operational needs.

3 | Richard Draper AXMentor Inc. Rdr@axmentor.com Our solutions architect, who is a finance specialist, has the perspective that compliance and transfer pricing (in Europe) are the biggest challenges.

AXUG

Spring 2014 | 23

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AXUG Collaborate: Are you in?

magazine FALL2013

NAME THAT PHOTO CONTEST The AXUG® Summit photo booth was hopping! What would you choose as the name of the magazine based on this image?

Simply email your submission to Captioncontest@navug.com.

The winning submission will be tampa

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TWENTYONE TIPS & TRICKS YOU DON’T WANT TO MISS

printed in the magazine’s next issue.

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Spring 2014 | 25

G G U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A XU AX AX G A G A UG U G A G G U G U G XU XU U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G

isv partner member showcase

Jet Reports

J

et Reports has been providing solutions for business intelligence (BI) and reporting in the Microsoft Dynamics market for 12 years. The organization has more than 10,000 Customers around the world, which helps to demonstrate the level of testing, functionality, and stability that comes with its products’ performance.

COMPANY: Jet Reports INTERVIEW: Jonathan Oesch, vice president, business intelligence sales WEBSITE: www.jetreports.com HEADQUARTERS: Portland, Oregon PHONE: 503-608-3602 EMAIL: Jono@jetreports.com ESTABLISHED: 2001 AXUG® PARTNER MEMBER SINCE: 2012

AXUG: BI is definitely a topic of discussion these days. What’s a misconception people have about BI? Jonathan Oesch (JO): People tend to think of business intelligence in terms of it being a piece of software or a technology – and it’s really not. It’s not a tool, a framework, or even a platform.

BI and reporting are a way to engage with data and tell a story, which then helps an organization figure out what to do in their business. The data is sitting there, waiting to give answers to your questions. It’s sitting there, yes, but it’s probably in an ERP or other system where the data structure is unfit for human consumption. The challenge is to change the structure of that data in such a way that the average business User can make sense of it.

I also believe that BI and reporting are not ERP. ERP – or any source system of data – is meant to enforce a process on data intake and build a workflow around the things that a company does.

Those rules of doing business, that process, that workflow, it’s a fairly static thing; it’s something an organization needs to think about and carefully consider because it will live in that format for a long time. BI is different. Data that ends up in a BI system helps an organization figure out what to do with the dynamic parts of its business: How are sales trending? What is driving that? How does that affect inventory costs? How do salespeople, vendors, and warehouse locations all contribute to the mix? BI needs to be nimble to react to the changes that will inevitably hit every company over time.

AXUG: How does your flagship product, Jet Enterprise, help Users be nimble?

JO: Jet Enterprise is a combination of a financial

26 | AXUG Magazine

reporting tool and a BI environment. The strength of our offering is the ability for us to take a User’s data – in whatever format it exists – and very quickly configure it in a way that allows the User to run his/her business. We really see BI and reporting as a data management challenge. Can you combine all the data sources you own? Can you organize it in the way that makes the most sense to your company? Simply put, we approach the challenge with the mindset of this: How effective can we make you at using your data? Speed is important to us, too – none of this is of any use if it takes forever to deliver.

AXUG: What’s the implementation process like?

JO: That is a touchy topic because delivery is where I think BI gets its black eyes. We’ve all heard those nightmare stories about the implementation that took 18 months and went way over budget. The key differentiator between us and our competitors is our thoughts around implementation. Our whole goal is to minimize the risk that occurs within a BI deployment over time. Most people come in and do a scoping exercise, and then go off and build the product that they think they heard the company describe. This doesn’t work with BI because when you come back six months later, finally ready to implement, the User’s business may have changed, and what was right six months ago may not be relevant now.

We work with our Partners on our methodology, which treats BI like an Agile software development project. They come in and conduct an exercise to see what people do in their jobs and how they’d use the software – if you know Agile then you’ll recognize this as a “User story”. From those stories we develop a ranked list of priorities from the organization.

When we have that list of priorities, we look at #1 and determine the amount of time it will take to develop. We then build that first piece and deliver it in a way that can be used by the business immediately. Then we start on the new priority #1, and you would be amazed at how often the order of the priorities on the list gets shuffled in the process.

Doing this means that the client is getting individual items of value that they can start to use right away. We like to say that we deliver fast and deliver often. It’s a really flexible way to do it instead of locking people in to what they asked for a long time ago.

AXUG: This is a very different way to look at a project! When did you start this methodology?

JO: In 2007 or so when the “Agile” method of software development came into vogue, we realized it was a powerful way to build software, giving a ton of visibility and flexibility into the project. It made so much sense on the development side of our business that we started to implement that process with our Partners – the people that bring our software to the Microsoft Dynamics AX community. We are now at a point where our Partners can deliver BI environments in a very rapid, very usable manner to their Customers.

AXUG: What’s the biggest obstacle for Microsoft Dynamics AX Users regarding BI and reporting?

JO: There are two main things. Microsoft Dynamics AX is a fantastic tool, and one of the reasons it’s so strong is how it normalizes the data: splitting it up into a seemingly endless array of tables and fields. This provides the flexibility to wrap the application around your business instead of the other way around. But, if you’re somebody who has to consume data, you don’t want to look through all the thousands of data points sitting in thousands of tables and fields to get to what you need. It’s an overwhelming challenge for 99 percent of the data consumers out there.

There’s also the philosophical challenge of how an organization decides what data is most important and how they’re going to use it.

The first one is easy to solve; that’s what our product does. The hard part is getting an organization to agree on what business terms

they’ll use, how to calculate certain metrics, and which hierarchies to put their data in. BI is less about technology and more about people, process, and methodology. To get all three to work together takes extreme communication and good planning. It’s not that people can’t do that, but more that they don’t understand how important it is. As soon as they realize the importance, maybe after a problem within their organization arises, the light bulb goes off, and they understand that a working BI environment is not something you can just throw a piece of software at and expect it to work. Once that realization occurs, everything becomes smoother.

AXUG: What is your organization focused on for future innovation?

JO: Jet Mobile. We have a suite of mobile solutions coming out that will deliver data in a way that Users want and need to consume it. For example, if a User is looking at data on a laptop in a hotel room, it will need to be displayed differently than if he/she were using an iPad on an airplane or a mobile phone on a golf course.

We have solutions coming to display and distribute that information differently depending on what Users are viewing it on and how they want to see it.

AXUG: What do you like most about the Microsoft Dynamics AX community?

JO: The vibrancy of the people. Every time I go to Convergence or an AXUG Summit, I’m super impressed by the way people show up, ready to learn. I see it again and again, people coming to town willing to learn and change. I saw it again last year in Tampa, people came to the conference ready to learn and to trade ideas. Then they leave eager to bring that knowledge back to the office. I’ve worked with other ERPs in the past, and it’s just not the same there.

AXUG

“When we were evaluating options for BI, our main criteria was ease of use for the technical team and time-to-value for the business. Jet Enterprise gave us the ability to make sense of the data in our Microsoft Dynamics AX system in a surprisingly short period of time. I now have the dashboards and reports that I need to drive the business daily.”

– John Bauersfeld, vice president sales & marketing, Ariens Company

Spring 2014 | 27

FINANCIAL REPORTING IN MICROSOFT DYNAMICS AX:

MANAGEMENT REPORTER

by Jill Carter

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icrosoft Dynamics AX 2012 offers organizations with complex organizational structures a flexible financial reporting solution. Management Reporter for Microsoft Dynamics ERP supports the creation of statutory and operational reports based on general ledger data and is the recommended solution for Microsoft Dynamics AX 2012. Management Reporter is used for the creation, distribution, and analysis of financial statements and other financial reports and is included in the Microsoft Dynamics AX 2012 solution.

Management Reporter empowers decision makers to provide real-time insights into organizational results, allowing business Users to take action and align employee behavior with overall goals.

With Management Reporter, you get:

» Interactive, intuitive web-based report viewing – Drive decisions from the report data delivered via an interactive web-based report viewing experience.

28 | AXUG Magazine

» The ability to build custom reports based on Microsoft

Dynamics AX ledger accounts and dimensions – With the ability to slice general ledger information into rows, columns, or hierarchies to get insight into actionable information. Robust formatting helps highlight key areas on a report and create boardroom-quality reports.

With Management Reporter, organizations can create financial reports based upon the following data from Microsoft Dynamics AX 2012: t "DDPVOUT t 'JOBODJBM %JNFOTJPOT t $BMFOEBST 'JTDBM 1FSJPET t 1PTUJOH -BZFST t "DDPVOU $BUFHPSJFT t 0SHBOJ[BUJPOBM )JFSBSDIJFT t "DUVBM (- %BUB t #VEHFU %BUB t $BTI 'MPX 'PSFDBTUT t #VEHFU 3FTFSWBUJPOT t "EKVTUNFOUT t $VSSFODJFT

t 5PUBMJOH "DDPVOUT Along with the data above, reports can also include 60 different Microsoft Dynamics AX attributes to help streamline audit and analysis. » Consolidate the way you need to see it – Create consolidated financial reports across companies or business units, interoperate with Microsoft Excel® to support importing consolidation data from other sources, and translate into an unlimited number of reporting currencies without having to run the consolidation process in Microsoft Dynamics AX 2012. » Drill-down capabilities – Generate summary-level reports with the capability to drill down to account-level and transactionlevel details without having to generate separate reports.

G G U XU AXU AX AX A G A X U G G AX A G A G UG UG XU A X U G UG UG XU XU AX AX XU AX AX A G A G UG U G UG U XU X AX A XU AX AX G A G A UG UG X G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A G G UG A X A G UG UG XU XU AX AX A G G U U U XU AXU AX AX A G A G U G G X AX A G A G UG UG XU A X U G U U X X A A

feature » Enhanced collaboration and sharing – Improve communication across the organization by distributing reports to multiple locations, including Microsoft SharePoint® or any network location, and schedule reports for generation on a periodic basis.

» Get up and running fast – Management Reporter includes 15 default report definitions to jump start the report building process. These report definitions use the main account category, which makes them work, “just work”, for any Microsoft Dynamics AX Customer.

They can be modified as needed to meet more detailed reporting and consolidation needs.

From a configuration perspective, Management Reporter can be installed and configured as part of Microsoft Dynamics AX. Companies, Users, and security setup from Microsoft Dynamics AX are shared with Management Reporter. » Direct integration with the Microsoft Dynamics AX 2012 general ledger (GL) – No need to create a custom connection to the primary data source, and you’re able to drill from account and budget balances on a report to related information in Microsoft Dynamics AX if more information on a specific transaction is needed.

Management reporter availability Management Reporter is translated into the following languages: » Arabic (Saudi Arabia) » Czech (Czech Republic) » Danish (Denmark) » Dutch (Belgium) » Dutch (Netherlands) » English (Australia) » English (Canada) » English (India)

» » » » » » » » » » » » » » » » » » » » » » » » » » » » » » » »

English (Ireland) English (Malaysia) English (New Zealand) English (Singapore) English (South Africa) English (United Kingdom) English (United States) Estonian (Estonia) Finnish (Finland) French (Belgium) French (Canada) French (France) French (Switzerland) German (Austria) German (Germany) German (Switzerland) Hungarian (Hungary) Icelandic (Iceland) Italian (Italy) Italian (Switzerland) Japanese (Japan) Latvian (Latvia) Lithuanian (Lithuania) Norwegian (Norway) Polish (Poland) Portuguese (Brazil) Russian (Russia) Spanish (Mexico) Spanish (Spain) Simplified Chinese (China) Swedish (Sweden) Thai (Thailand)

how to get Management Reporter Depending upon which version of Microsoft Dynamics AX you’re using, you may already have licenses for Management Reporter. » Microsoft Dynamics AX 2012 – Includes registration keys for Management Reporter. For details on how to license Microsoft Management Reporter, refer to the Microsoft Dynamics AX 2012 pricing guide. If you need any additional Management Reporter Users, please contact your Microsoft Dynamics AX Partner. » Microsoft Dynamics AX 2009 – Verify in CustomerSource if you have Management Reporter license keys. If you need to purchase Management Reporter license keys, please contact your Microsoft Dynamics AX Partner.

AXUG Jill Carter is a senior program manager with Microsoft. She can be reached at Jill.carter@microsoft.com or 701-281-3632.

Spring 2014 | 29

Business Intelligence Built For Dynamics AX

DID SOMEBODY SAY ROI? “Jet Enterprise gave us the ability to make sense of the data in our AX system in a surprisingly short period of time. We now have the dashboards and reports that we need to drive the business daily.� $ULHQV &RPSDQ\

Remove the burden of building a BI solution from the ground up and avoid the high risk that often leads to failed projects and cost over-runs. Why not get a head start with our prebuilt and optimized BI content and get vital information into the hands of your users rapidly?

“An estimated 450 hour project reduced to 13 hours with Jet Enterprise BI.� :ULVW *URXS “We can now deliver BI faster than the business can validate.� )LQH 6ROXWLRQV

AND DID YOU WANT TO SEE THE VALUE NOW?

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$QG QRZ IRU WKH *DPH &KDQJHU Over 80,000 BI users chose Jet Enterprise as their decision-making tool. &ustomers con¿rm that Jet 'ata 0anager, the E7/ tool behind our Business Intelligence is the game changer. 7he best cubes in the world are useless if you can’t change them easily. Because there will always be changes – always.

7his is why our competitors never talk about +OW to get there, but just talk about the outcome. Jet Enterprise is the only BI solution for AX that will save you from creating thousands of lines of code we’ve done the heavy lifting for you.

Jet Enterprise Business Intelligence deployment is rapid, delivers immediate business outcomes and even complex deployments are successful in a fraction of the time of any other BI solution for AX.

Oh, we did leave something for you to do‌ Use your imagination to create your data sets with drag and drop simplicity, your way.

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<RX ZDQW XV WR SURYH LW" <RX JRW LW 6WRS E\ ERRWK WR VFKHGXOH D GHPR Canâ&#x20AC;&#x2122;t wait? Email jono@jetreports for your own personal demonstration.

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Jet Reports | 10450 SW Nimbus Ave | Suite B | Portland, OR 97223 | 503-608-3602 | www.jetreports.com

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learn academy corner

Your Opportunity for Professional Growth & Development The AXUG® Academy offers a variety of professional growth and development opportunities to improve your use of Microsoft Dynamics AX.

Distance Learning

On-Site Learning

Instructor-Led Training at Your Desk

Instructor-Led Training in a classroom

Online instructor-led training is now available from AXUG Academy! AXUG Academy Distance Learning offers the unique ability to learn from recognized experts while sitting at your own desk.

During our annual AXUG Summit, Focus Events, and other in-person events, we offer both half-day and full-day classes that include a variety of functional and technical topics.

Did You Know?

You can earn continuing professional education (CPE) credits from AXUG Academy. These credits are needed for certified public accountants (CPAs) in order to maintain their license. Each 50 minutes of qualifying education accounts for one CPE credit. So if you have a professional license or accreditation and need continuing education credits, you can improve your Microsoft Dynamics AX knowledge and earn CPEs at the same time. CPE credits are available through AXUG Academy for: » All AXUG Academy Distance Learning classes » All AXUG Summit Academy classes » Eligible AXUG Summit sessions We are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Many other professional associations recognize NASBA accreditation as well.

To receive your CPE credits for Academy Distance Learning classes, simply attend the complete class and receive your certificate automatically following the event via email. At Summit simply sign into your session and request credit via the class survey or other form that is provided as part of the event.

We’ll email you a certificate; it’s that easy!

AXUG

Spring 2014 | 33

t&t

TIPS & TRICKS

So You’ve Outgrown Budgeting in Excel

by Noah Moseley n new budget implementations, I most often walk into a situation where a budget administrator has pushed Microsoft Excel® to its limits for budgeting: There will be 50 budget managers that all get their own Excel budget templates. The budget administrator has to make all of these budget templates and email them out to the budget managers, and all the managers inexplicably keep their Excel files until the day of the budget deadline before finishing anything.

Managing that type of situation is a budgeting nightmare for anyone assigned the arduous task of managing a budget. Inevitably, all the other budgeting-with-Excel hurdles come with that same situation: Changes to budget templates require new Excel files to be emailed to all budget managers; all of the Excel budget files have to be consolidated into a single budget file; revisions to the budget require new Excel files emailed out to the budget managers; headache after headache after headache. This is why I have been implementing Microsoft Forecaster for clients for more than 10 years and still appreciate the control and flexibility that it provides as a budgeting solution.

I have clients that email a notice to their budget managers that their budget input screens are available in Microsoft Forecaster, and

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that they have one month to input their budget numbers and submit them for review. Their budget managers log into Microsoft Forecaster using a Microsoft Forecaster web page, select their input screen for their department or departments, enter their balances, and save the screen. The budget managers can come back later and change those numbers or add to those numbers at any time. Each time they save the web page, their balances are stored in the Microsoft Forecaster budget database and posted to the same account numbers used in their accounting system for actuals. At some point, the budget managers log into Microsoft Forecaster and submit their budget for review using Microsoft Forecaster’s built-in workflow option which sends an email to the next manager letting him/her know that the submitted numbers are ready for review. The next manager will then review the balances and approve or reject that department’s budget.

The entire time, the budget administrator can log into Microsoft Forecaster and check the status (in progress, submitted, approved, or rejected) for everyone involved in the budget process for the entire company…all on one screen.

Once the budget deadline arrives, the budget administrator sets

34 | AXUG Magazine

everyone’s access to read-only and gets ready for the budget review process. The budget administrator does not have to worry about combining everyone’s budget numbers into a single consolidated budget. That was done automatically by Microsoft Forecaster every time a budget manager clicked the save button on his/her input screens. In fact, the budget administrator can check the consolidated budget in Microsoft Forecaster at any point during the input process; there is no waiting for files to be emailed back and then consolidated.

Microsoft Forecaster has done all of that work for them using roll-up definitions for all of the dimension, segment, and account codes.

On top of this, Microsoft Forecaster comes with a lot of other great features to make budgeting easier. The solution has detail input screens to handle budgeting for payroll, new assets, and revenue.

These come with any installation and are optional to set up, but most budget managers find them very useful. Allocations can be defined to spread budget balances across multiple segments or departments, and they process in seconds. Budgets can be input as local currencies and automatically converted to a reporting currency each time a budget manager clicks “save”. And changes to input screen calculations or

5

MINUTES WITH AXUG’S VOLUNTEER OF THE QUARTER

AXUG® is pleased to recognize Chuck Moore, vice president, operations, for James. M Pleasants Company this quarter!

Chuck is a phenomenal Regional Chapter leader in North Carolina, making strides with his chapter through consistent meetings and organizing high-value content for fellow Users.

accounts are easily rolled down to budget managers using Microsoft Forecaster’s web page input screens.

If you are dreading your budget process using Excel, seriously consider switching to Microsoft Forecaster. It is a purpose-built application for budgeting intended to solve the problems that come from outgrowing Excel. And if you’ve just finished a budget in Excel, now is the perfect time to get Microsoft Forecaster set up while the budget process is fresh on your mind. Check your Microsoft licenses – you may already own plenty of User licenses for Microsoft Forecaster and simply need to get it set up. I’ll be glad to talk with you about it; email me at Noah.moseley@msxgroup.com. For Partner firms, I am available as a resource if you do not have in-house Microsoft Forecaster experts and you have clients in need of a budgeting solution.

AXUG Noah Moseley is a managing partner at MSX Group. He has worked with Microsoft Forecaster since 2001 and has implemented it at hundreds of clients in an array of industries. Noah can be reached at Noah.moseley@msxgroup.com.

Who is a person who interests you on Twitter/Facebook/LinkedIn right now?

Jack Welch; I think he has one of the best modern-day business minds out there.

On my desk right now is…

AXUG Magazine (It’s true, really.)

My 3 goals for 2014…

Complete upgrade to Microsoft Dynamics AX 2012 R2, expand HR capabilities within JMP, implement barcode scanning in all four JMP warehouses.

What I do when I’m not at work…

I am active in Boy Scouts with my 12-year-old son and AWANA with my 9-year-old daughter, and I enjoy tennis, golf, hunting, and fishing.

The best advice I ever received…

“Begin with the end in mind” from Steven Covey.

Spring 2014 | 35

industry showcase

Life Sciences: Developing Innovation for the Masses H

uman, animal, and plant health are made better by these AXUG® Members and their commitment to developing innovative therapies, pharmaceutical products, medical equipment, and more. The medical world wouldn’t be even close to where it is today without the life sciences industry.

ONYX PHARMACEUTICALS, INC. San Francisco, California Based in south San Francisco, California, Onyx Pharmaceuticals is engaged in the development and commercialization of innovative therapies for improving the lives of people with cancer. Onyx is grounded in three leadership hallmarks that guide how it manages business and builds value for patients and shareholders: innovation, patient-centeredness, and stewardship.

ALLTECH, INC. Nicholasville, Kentucky Founded in 1980, Alltech improves the health and performance of people, animals, and plants through natural nutrition and scientific innovation. With more than 3,000 employees in 128 countries, the company has developed a strong regional presence in Europe, North America, Latin America, the Middle East, Africa, and Asia.

36 | AXUG Magazine

OSMOTICA PHARMACEUTICAL CORP. Marietta, Georgia Osmotica Pharmaceutical is a global specialty pharmaceutical company with a proven history of developing commercially successful pharmaceutical products. By using its proprietary osmotic technology platform, Osmotica develops highquality branded and generic pharmaceutical products.

In addition to the products currently on the market, its pipeline includes several central nervous system and neurology-based therapeutic drugs.

BIONICHE LIFE SCIENCES INC. Belleville, Ontario Founded in 1979, Bioniche Life Sciences Inc. has evolved into a researchbased, technologydriven Canadian biopharmaceutical company that discovers, develops, manufactures, and markets proprietary products for human and animal health markets worldwide. The company is committed to improving the quality of life for both humans and animals through innovative research and therapeutics.

HITACHI MEDICAL SYSTEMS AMERICA Twinsburg, Ohio Hitachi Medical Systems America, Inc. (HMSA), a wholly-owned subsidiary of Hitachi Medical Corporation offers a broad range of diagnostic imaging equipment including MRI and CT. Its innovations in diagnostic imaging provide technology that drives clinical solutions to deliver diagnostic confidence, improve workflow efficiency, and provide a better patient experience. In addition to exceptional equipment, HMSA is known for its comprehensive customer support programs to maximize the lifecycle value of equipment through responsive service maintenance, significant software upgrades, and ongoing applications support.

LIFE-SCIENCE INNOVATIONS Willmar, Minnesota Life-Science Innovations (LSI) provides strategic guidance, administrative support, and capital funding to grow, develop, and sustain its current and future affiliate companies as leaders in the life sciences and engineering industries, including biotechnology, genetics, and agriculture. Notable names include Epitopix, Nova-Tech Engineering, Syntiron, and Ag Forte.

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TOP A

10 AXUG WEBINARS

s a way to wrap up some of the amazing success and incredible programs our presenters and Members shared in 2013, AXUG® is excited to release our Top 10 webinar and Special Interest Group (SIG) recordings from 2013.

Thanks to all the volunteers who helped deliver outstanding programs in 2013! We look forward to many great sessions in 2014.

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SIG: BI and Reporting – Getting Useful Information to Manage Your Business (April 2013) AX 2012 Under the Hood: BI and Analytics (April 2013) Dynamics AX 2012 Under the Hood: New Security Model (April 2013)

Ask the Expert Friday: Security (May 2013)

SIG: Manufacturing and Production Operations (July 2013)

Inventory Friday (August 2013) MVP Monday: Using Power BI to Analyze Your Dynamics AX Data (September 2013)

Ask the Expert Friday: MRP (October 2013)

Dynamics AX 2012 Under the Hood: Supply Chain (October 2013) An introduction to Forecaster (November 2013)

find the

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Congratulations to our Winter 2014 contest winner, Jim Spencer from Metafile Information Systems, Inc.! Jim found the logo on page 8 of the Winter 2014 issue of AXUG Magazine. Let’s play again. Hidden somewhere between the covers of this magazine is our AXUG logo. Can you find it?

E

S news regional chapter news

Minnesota Chapter Heads to North Dakota for September Meeting

by Pat Ryan, chapter leader For several years, the Minnesota Chapter of AXUG® has made an annual trip to the Fargo, North Dakota campus of Microsoft. It is a trip that everyone looks forward to and is not limited to Minnesota Chapter Members – all AXUG Members are welcome! This year we met for two days of sessions and networking in mid-September.

There were more than 80 Microsoft Dynamics AX Users in attendance – the largest turnout we’ve had to date. Outside of AXUG Summit, this was the largest AXUG-sponsored event of the year. Microsoft did an outstanding job of hosting us at their Executive Briefing Center on the Fargo campus. Lunches were included, and we enjoyed a reception with dinner one night.

Because we met at the Fargo campus, many Microsoft Dynamics AX engineers and product managers were available to give us a number of excellent presentations. The presentations were divided into two tracks: technical and functional. In all, there were more than 20 presentations given by Microsoft and Partners on a large

While our logo shows up throughout the magazine in conventional spots, it’s hidden in only one place.

When you’ve found it, send an email to Logocontest@axug.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.

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8 | AXUG Magazine

variety of topics. A tour of the Microsoft campus was included, and there were numerous opportunities for networking with other Microsoft Dynamics AX Users and for meeting with Microsoft experts.

We are all looking forward to next year’s meeting, which is planned again for September. Join us!

Outside of AXUG Summit, this was the largest AXUG-sponsored event of the year.

A X U G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A G G UG U XU XU AX AX G A G A A A X G U U XU X AX A G G U U X X A X U G G AX A A G G U U X AX A A G G UG U X X A A G G U U X X A A

BONUS! Ask the Expert Friday: Controllers (December 2013)

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isv partner member showcase

Wolters Kluwer, CCH

W

COMPANY: Wolters Kluwer, CCH INTERVIEW: David Kelly, national strategic alliance manager WEBSITE: www.salestax.com HEADQUARTERS: Riverwoods, Illinois PHONE: 877-570-2785 EMAIL: David.kelly@wolterskluwer.com AXUG® PARTNER SINCE: 2006

40 | AXUG Magazine

olters Kluwer, CCH is a leading global provider of tax, accounting, and audit information, software, and services. It has served tax, accounting, and business professionals since 1913 and celebrated 100 years of serving Customers last year. The company is dedicated to providing the most relevant feature set on the market for sales and use tax solutions, backed by the most respected subject-matter authority on tax.

AXUG: Commerce Clearing House (CCH) has been around for 100 years. How have you evolved since 1913?

David Kelly (DK): CCH came to be when income tax started in the U.S., publishing research that reported changes in business law and taxation.

Wolters Kluwer purchased CCH in the ’90s, which allowed for the seamless transition into serving the corporate market with sales and use tax services and solutions.

Starting as a research company known for producing the most up-to-date tax publications, it makes sense we transitioned with the times to create integrated compliance software and services to meet the exact needs of businesses. So, we have committed to moving forward with developing advanced technology in addition to offering those publications that corporations and accounting professionals use daily.

AXUG: What type of solutions do you offer Microsoft Dynamics AX Users?

DK: Our solutions for Microsoft Dynamics AX, Sales Tax Office and Sales Tax SaaS, streamline the front-end (sales and use tax calculations at the transaction level) and back-end (sales and use tax return remittance and disbursement) to managing either process on-premise or in the cloud.

When it comes down to it, tax law changes frequently, and companies need faster and more accurate information. We touch on three components with our software and services that help make that a reality: Content: Content drives it all. Companies need to have accurate information and precise calculation. It is important they know where they are getting their data. If data isn’t updated and/ or isn’t being provided by a reliable source, then a company can be in trouble.

Compliance: Staying in compliance regarding sales and use tax is a tedious and ongoing process, but Wolters Kluwer offers a turnkey compliance service that ensures tax returns are remitted accurately and timely.

Consulting: In addition to making solutions work for content and compliance, we offer consulting services that walk our clients through the most complicated processes.

AXUG: What type of companies benefit most from your solutions?

DK: Tax is very complicated and ever-changing.

There are always changes in tax law, and for any company, this can become a huge headache. We work closely with manufacturers, distributors, retailers, professional services, rental companies, you name it – but taxes do affect us all.

AXUG: Why is Wolters Kluwer, CCH the right company to work with when dealing with the ever-changing, complicated tax world?

DK: Our biggest differentiator is that we have a dedicated team of full-time researchers in-house that keep up with the changes in sales and use tax. This expertise is available in-house and therefore, relayed to our internal development teams so we can create the best tax software out there today. Our customers can feel comfortable with us because we can – and do – live up to our motto, “When you have to be right.”

AXUG: What do Microsoft Dynamics AX Users love most about your solutions?

DK: We are literally a one-stop shop where clients can easily find answers to their questions. From taxability research to development to professional services to support, we have your back. We even offer specialty services, such as when you know you’re not collecting tax

correctly and want to divulge that information to become compliant or if you’re breaking into a new vertical and need taxability research studies conducted for quality information.

AXUG: What does Wolters Kluwer, CCH have in store for Microsoft Dynamics AX Users in 2014?

DK: We’re excited to be releasing a new product for Microsoft Dynamics AX called SureTax. This is specific to the telecom and utility industries where taxation is extremely complex. We are one of only three companies that provides content and calculations for this industry, and being able to provide it at such a granular level is a strength we are very proud of. We will be sharing more information about this release at Convergence Atlanta.

AXUG: What do you like most about working with the Microsoft Dynamics AX community?

DK: Being actively involved in the events year-round and developing relationships along the way has made me really love the Microsoft Dynamics community. It is extremely engaged and willing to work together to grow Microsoft Dynamics offerings. I always get a great reception from this community, and I am excited to see what’s around the corner in 2014!

AXUG

Being actively involved in the events year-round and developing relationships along the way has made me really love the Microsoft Dynamics community.

Spring 2014 | 41

Registration Now Open!

October 14-17, 2014

America’s Center - St. Louis, MO Optional Pre-conference Training - Oct 13-14

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(xperience AX8* 6ummit , tKe ultimate learninJ and netZorNinJ event for tKe Microsoft Dynamics® AX community.

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Introducing The List MOBILE

Now you can get The List To Go!

Search for the products and services you need with the new Mobile version of The List! Add it to your home screen from: www.thelistmobile.com or simply scan the QR code below:

Table of Contents Industry...................Page 44 Horizontal................Page 48 Services...................Page 56

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 AssureSign LLC

INDUSTRY

Apparel Junction Solutions http://www.junctionsolutions.com/ products-solutions/junctionmcr-multichannel-retail/ â&#x20AC;˘ 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available onpremise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels.

Automotive

Consumer Packaged 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.

Radley Corporation http://www.radley.com 248-559-6858 ext. 114 Radley iCARas - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution.

Prod. Schedule Release Acct, Label Compliance, ASN Generation, CertiďŹ ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.

Chemicals Horizons International http://www.qualityessentialssuite.com 866-949-9504 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.

Construction AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view.

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

KEY:

Axapta

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM.

Great Plains

44 | AXUG Magazine

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

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionfb-food-beverage/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A â&#x20AC;&#x153;Field to Forkâ&#x20AC;? solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand.

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

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

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

Flintfox International Limited http://www.ďŹ&#x201A;intfox.com â&#x20AC;˘ 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

HighJump TrueCommerce EDI Solutions 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.

Navision

Solomon

Tribridge http://www.concertocloud.com/cpg 877-744-1360 Tribridge Concerto CPG Cloud Based CPG Built on Microsoft Dynamics AX, Concerto CPG incorporates premium business solutions for speed, accuracy, visibility, and scale â&#x20AC;&#x201C; deployed in the Cloud for accessibility.

Cross Industry Solution 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.

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX easily manages product, customer, vendor, employees, and COA master data across multiple companies for more productive advanced shared services.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Cloud Purchasing & Expense Management 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.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/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.

Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

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.

Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS. CSSI http://www.coreintegrator.com â&#x20AC;˘ 570-524-4424 CoreIntegratorÂŽ WorkďŹ&#x201A;ow A web-based workďŹ&#x201A;ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Point of Sale

MetaďŹ le Information Systems, Inc.

AssureSign LLC

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.

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

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

Liaison Software Corp

Food and Beverage

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

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

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

PaperSave http://www.PaperSave.com â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a CertiďŹ ed for Microsoft Dynamics Document Management, Electronic WorkďŹ&#x201A;ow & Invoice Automation solution that eliminates inherent risks and ineďŹ&#x192;ciencies associated with paper.

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.

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

Equipment Rental and Leasing

HSO http://www.hso-equipment.com 847-348-0588 NEW: HSO Equipment Rental/Leasing Total Rental Lifecycle: Quotes w/ Guided Selling. Rent by the - hour,day,week,month.

Ability to lease w/ buy-out or sell. Rental Items are Inventory & Fixed assets within AX.

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.

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

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

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

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture.

Increase revenue, proďŹ t margins and asset utilization.

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

Flintfox International Limited

Navision

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.

http://www.qualityessentialssuite.com 866-949-9504 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.

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionfb-food-beverage/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A â&#x20AC;&#x153;Field to Forkâ&#x20AC;? solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand.

Solomon

Healthcare 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.

Paramount Technologies

http://www.ďŹ&#x201A;intfox.com â&#x20AC;˘ 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Horizons International AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Food & Beverage Process Mfg solution tightly integrated with Traceability, Catch Weight, Formula, Food Safety & Regulatory Compliance.

Visit www.AxoLOGIX.com for Real-time WMS & www.AxoQCS.com for automating Food Safety such as GFSI.

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

Customer Relationship Management

Retail Management System

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.

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.

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

High Tech and Electronics

Cincom Systems, Inc http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence!

Outsmart. Outsell.

Point of Sale

Spring 2014 | 45

INDUSTRY

Finance/Banking

INDUSTRY

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.

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

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹ&#x192;ce and ďŹ eld service staďŹ&#x20AC; with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

AssureSign LLC

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.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

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.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹ&#x192;ce and ďŹ eld service staďŹ&#x20AC; with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

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

KEY:

Axapta

Great Plains

46 | AXUG Magazine

Insurance

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

Corporate Renaissance Group http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.

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.

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Manufacturing Experts in Discrete & Process integrated to WMS. Visit www.AxoLOGIX.com for Real-time WMS and www.AxoQCS.com for quality, safety & compliance.

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view.

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Advanced Production Production insight and control on the shop ďŹ&#x201A;oor.

Cincom Systems, Inc http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence!

Outsmart. Outsell.

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 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 CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

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

MetaďŹ le Information Systems, Inc.

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.

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

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

eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

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

Navision

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.

Radley Corporation http://www.radley.com/ MSDynamicsAX/ â&#x20AC;˘ 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.

RF-SMART http://ax.rfsmart.com â&#x20AC;˘ 904-399-8500 NEW: RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Point of Sale

Sierra Workforce Solutions

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

Non-Profit Organizations Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-ProďŹ ts GL Distributions, Fund Accounting, Audit Trails, Requisition & Expense.

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.

Oil and Gas Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM.

KEY:

Axapta

Great Plains

http://www.qualityessentialssuite.com 866-949-9504 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.

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

Media and Entertainment

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.

Horizons International

WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Evolution Manage resources, track assets, automate ďŹ eld ticketing, improve cash ďŹ&#x201A;ow.

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

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Solution for Pharmaceutical-AxoPHARM Computer System Validation (CSV), GxP, 21 CFR Part 11 Compliance. Manage compliance & validation along with your Dynamics implementation by utilizing our toolkits for FDA & Health Canada compliance. www.AxoPHARM.com CSSI http://www.coreintegrator.com â&#x20AC;˘ 570-524-4424 CoreIntegratorÂŽ WorkďŹ&#x201A;ow A web-based workďŹ&#x201A;ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

Navision

Solomon

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view.

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses compete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM.

Retail Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

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

Customer Relationship Management

Retail Management System

HSO http://www.hso-retail.com â&#x20AC;˘ 847-348-0588 NEW: HSO Omni Channel/ Catalog/3PL Integrated Omni-Channel with streamlined Order Management, Cart Picking, Integrated Promotions with webstore, RFM Scoring, Cross Sell, LTV, Key codes, List Management, Kitting.

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionmcr-multi-channel-retail/ 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available onpremise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels.

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. 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.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available.

Process CC in multiple countries. Handle complex transactions.

Point of Sale

Spring 2014 | 47

INDUSTRY

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.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹ&#x192;ce and ďŹ eld service staďŹ&#x20AC; with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

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

Software Manufacturers Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Warehouse Management

HORIZONTAL

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

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

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

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

eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Tasklet Factory http://www.taskletfactory.com +45 96 354 500 NEW: Mobile WMS for Dynamics AX Mobile WMS is a user-friendly Mobile Warehouse Management solution with on/oďŹ&#x201E;ine mode that integrate out-ofthe-box with Dynamics AX.

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

Flintfox International Limited http://www.ďŹ&#x201A;intfox.com â&#x20AC;˘ 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

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

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.

Horizontal Analytics Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

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.

KEY:

Axapta

Great Plains

48 | AXUG Magazine

Asset Maintenance/ MRO/EAM

Barcode Data Collection

Budgeting

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.

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

Navision

Solomon

eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Radley Corporation http://www.radley.com/MSDynamicsAX/ 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.

RF-SMART http://ax.rfsmart.com â&#x20AC;˘ 904-399-8500 NEW: RF-SMART Data Collection #1 brand of mobile solutions for AX warehousing, manufacturing, & retail inventory control. "Your Supply Chain: Mobile. Accurate. Real time."

Customer Relationship Management

Retail Management System

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.

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.

Point of Sale

Total Dynamics Solutions, LLC

Solver

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

Business Intelligence

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

Total Dynamics Solutions, LLC

http://www.accountable.com â&#x20AC;˘ 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!

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

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right!

CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

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.

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.

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.

Bottomline Technologies

Globe Software http://www.globesoftware.com 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft OďŹ&#x192;ce Using Atlas, you'll see how real-time two way data validation integrates between OďŹ&#x192;ce & AX. Improve your productivity with self-suďŹ&#x192;cient reporting capabilities as well as eliminating the need to rekey data.

Halo Business Intelligence http://www.halobi.com â&#x20AC;˘ 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.

KEY:

Axapta

Great Plains

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.

CSSI http://www.coreintegrator.com â&#x20AC;˘ 570-524-4424 CoreIntegratorÂŽ WorkďŹ&#x201A;ow A web-based workďŹ&#x201A;ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use. docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

Navision

Solomon

Commissions

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.

ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture & workďŹ&#x201A;ow tools integrated with Microsoft Dynamics.

Based on 20+ years of experience & 8500 customers worldwide.

Tribridge http://www.concertocloud.com 877-977-8458 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 Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

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

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Advanced Commissions Adv Commissions is ďŹ&#x201A;exible and handles complex commissions. Commissions can be calculated based on many criteria and can be paid at invoice, upon payment or periodically. It can be used in SO, Projects, AR & AP.

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

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Security Manager Arbelaâ&#x20AC;&#x2122;s Security Manager radically simpliďŹ es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012.

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

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

Customer Relationship Management

Retail Management System

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.

Point of Sale

Spring 2014 | 49

HORIZONTAL

deFacto Global, Inc.

Business Process Management

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

Credit Card/Check Processing

Data Integration eBridge Connections

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

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Advanced Credit Cards for Retail Adv. CC for Retail allows you to process credit cards in retail environments and directly integrate into AX. PCI validated CC solution native to AX. Red Maple has many processor options for CC for Retail.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Advanced Credit Cards PCI validated CC solution native to AX and Retail for AX. We integrate to 13+ processors. Take payments in SO, AR or Projects. Tokenization is available.

Process CC in multiple countries. Handle complex transactions.

Customer Relationship Management

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

Globe Software http://www.globesoftware.com 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft OďŹ&#x192;ce Using Atlas, you'll see how real-time two way data validation integrates between OďŹ&#x192;ce & AX. Improve your productivity with self-suďŹ&#x192;cient reporting capabilities as well as eliminating the need to rekey data.

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

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

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture.

Increase revenue, proďŹ t margins and asset utilization.

HSO http://www.hso.com â&#x20AC;˘ 847-348-0588 NEW: HSO Business Apps for Distribution Built on the base of over 100+ Distribution clients, HSO has over 200 â&#x20AC;&#x153;Business Appsâ&#x20AC;? including â&#x20AC;&#x201C; Landed Cost Tracking, Container Management, Advanced commissions, HSO Connect BI/SharePoint/ CRM, Advanced Pricing etc.

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

Document Management

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 877-977-8458 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.

KEY:

Axapta

Great Plains

50 | AXUG Magazine

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

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

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Kitting Multiple items dynamically combined into one product.

Navision

Solomon

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 AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM. Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Cloud Document Management & Automation Service New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

Customer Relationship Management

Retail Management System

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Enterprise Content Management Optimized use of tagged documents in your critical business processes.

Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

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.

CSSI http://www.coreintegrator.com â&#x20AC;˘ 570-524-4424 CoreIntegratorÂŽ WorkďŹ&#x201A;ow A web-based workďŹ&#x201A;ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

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

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

Point of Sale

E-commerce Data Masons Software

Liaison Software Corp Avalara, Inc. http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

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

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

Computer Pundits Corporation MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow.

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser.

Retrieve related documents with a single click. WorkďŹ&#x201A;ow & Report imaging.

PaperSave http://www.PaperSave.com â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a CertiďŹ ed for Microsoft Dynamics Document Management, Electronic WorkďŹ&#x201A;ow & Invoice Automation solution that eliminates inherent risks and ineďŹ&#x192;ciencies associated with paper.

Great Plains

k-eCommerce http://www.k-eCommerce.com â&#x20AC;˘ 734-928-6010 k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Compliant cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

EDI 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.

eBridge Connections

Liaison Software Corp

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

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. Radley Corporation http://www.radley.com 248-559-6858 ext. 114 Radley iCARas - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution.

Prod. Schedule Release Acct, Label Compliance, ASN Generation, CertiďŹ ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.

Electronic Document Delivery (Email)/Faxing 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.

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

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

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

Expense Solutions 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.

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.

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

Navision

Solomon

Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Customer Relationship Management

Retail Management System

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

Point of Sale

Spring 2014 | 51

HORIZONTAL

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.

Axapta

eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl.

Amazon, Magento, BigCommerce, eBay+

MetaďŹ le Information Systems, Inc.

KEY:

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.

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.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Invoicing Enhancement

Field Service Management

FieldConnect, Inc. http://www.ďŹ eldconnect.com â&#x20AC;˘ 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch software, and customer portals are directly integrated with Microsoft Dynamics for maximum eďŹ&#x192;ciency.

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.

Paychex http://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.

Inventory Management

FieldOne Systems

HORIZONTAL

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

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹ&#x192;ce and ďŹ eld service staďŹ&#x20AC; with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

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

HR Management Corporate Renaissance Group http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.

KEY:

Axapta

Great Plains

52 | AXUG Magazine

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

Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and eďŹ&#x192;ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups. eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Junction Solutions http://www.junctionsolutions.com/ products-solutions/junctionmcr-multichannel-retail/ â&#x20AC;˘ 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available on-premise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels.

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

Navision

Solomon

AXtension http://www.AXtension.com â&#x20AC;˘ +3177 323 2622 AXtension Invoice Processing Optimized accounts payable invoice processing.

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.

ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture & workďŹ&#x201A;ow tools integrated with Microsoft Dynamics.

Based on 20+ years of experience & 8500 customers worldwide.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Job Costing 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.

Manufacturing Enhancement

Horizons International http://www.qualityessentialssuite.com 866-949-9504 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.

Multi-Entity Management Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX easily manages product, customer, vendor, employees, and COA master data across multiple companies for more productive advanced shared services.

Payables Enhancement

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 AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM. Ariett Business Solutions, Inc.

Cincom Systems, Inc http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence!

Outsmart. Outsell.

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.

eNSYNC Solutions, Inc. http://www.ScanWorkX.com â&#x20AC;˘ 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Customer Relationship Management

Retail Management System

Point of Sale

Paramount Technologies

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.

ReQlogic http://www.reqlogic.com 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.

Payroll Enhancement Liaison Software Corp

CSSI http://www.coreintegrator.com â&#x20AC;˘ 570-524-4424 CoreIntegratorÂŽ WorkďŹ&#x201A;ow A web-based workďŹ&#x201A;ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow.

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment NotiďŹ cations Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.

KEY:

Axapta

Great Plains

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

Sierra Workforce Solutions http://www.sierraws.com 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 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.

Procurement Management Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

Navision

Solomon

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.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

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.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Purchase Rebates Purchase Rebates tracks your rebates receivable. Rebates can be triggered and calculated on many criteria. Rebates can be calculated per invoice or over time. Promotional rebates can be calculated as well.

Quality Control

Horizons International ReQlogic http://www.reqlogic.com 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.

Product Lifecycle Management

Reconciliation

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.

Purchase Order Processing Enhancement

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 Cloud Purchasing & Expense Management 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.qualityessentialssuite.com 866-949-9504 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.

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

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

Point of Sale

Spring 2014 | 53

HORIZONTAL

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.

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

Paramount Technologies

Sales Order Processing Enhancement Adra Match http://www.adramatch.com +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match.

By using three information sources - the payment ďŹ le, open invoices and the customer register - the system matches all incoming payments.

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.

Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!

deFacto Global, 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.

Fastpath Solutions, Inc

Cincom Systems, Inc http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence!

Outsmart. Outsell.

Reporting

Fastpath Solutions, Inc

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.

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.

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

HORIZONTAL

AIM Computer Solutions, 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.

Globe Software http://www.globesoftware.com â&#x20AC;˘ 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft OďŹ&#x192;ce Using Atlas, you'll see how real-time two way data validation integrates between OďŹ&#x192;ce & AX. Improve your productivity with self-suďŹ&#x192;cient reporting capabilities as well as eliminating the need to rekey data.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

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

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Advanced Trade and Pricing Adv Trade extends pricing capabilities to include complex pricing structures, extends billing, billing schedules and revenue recognition of complex transactions. Contracts can be generated and managed easily.

Security 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.

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

KEY:

Axapta

Great Plains

54 | AXUG Magazine

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Security Manager Arbelaâ&#x20AC;&#x2122;s Security Manager radically simpliďŹ es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012.

Navision

Solomon

http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.

Arbela Technologies http://www.arbelatech.com â&#x20AC;˘ 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AXâ&#x20AC;&#x2122;s architecture.

Increase revenue, proďŹ t margins and asset utilization.

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.

Junction Solutions http://www.junctionsolutions.com/ products-solutions/junctionfb-foodbeverage/ â&#x20AC;˘ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A â&#x20AC;&#x153;Field to Forkâ&#x20AC;? solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand.

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

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

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.

Customer Relationship Management

Retail Management System

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

Point of Sale

Time and Attendance

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.

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

Workflow / Notifications 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 Flintfox International Limited

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade management for Microsoft Dynamics.

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

Generated claims can be tracked and managed.

KEY:

Axapta

Great Plains

CSSI http://www.coreintegrator.com â&#x20AC;˘ 570-524-4424 CoreIntegratorÂŽ WorkďŹ&#x201A;ow A web-based workďŹ&#x201A;ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workďŹ&#x201A;ow solution natively embeddedâ&#x20AC;&#x201D;not simply integratedâ&#x20AC;&#x201D;throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

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

Navision

Integrity Data http://www.u-linc.com 217-732-3737 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.

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Advanced WorkďŹ&#x201A;ow Email Client Adv. WorkďŹ&#x201A;ow Email Client allows you to approve, reject or redirect workďŹ&#x201A;ows from mobile devices that use Microsoft Exchange Server without having to launch AX. Red Maple's Adv. WorkďŹ&#x201A;ow is required.

Red Maple http://www.redmaple.com â&#x20AC;˘ 972-980-6963 NEW: Red Maple's Advanced WorkďŹ&#x201A;ow Adv WorkďŹ&#x201A;ow enables workďŹ&#x201A;ows to launch automatically on deďŹ ned criteria or events. Includes 50+ predeďŹ ned Types (2012)/Templates (2009) to expedite rollouts. New records can be locked during approval process.

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.

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC WorkďŹ&#x201A;ow Easily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Spring 2014 | 55

HORIZONTAL

http://www.ďŹ&#x201A;intfox.com â&#x20AC;˘ 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

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.

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.

PaperSave http://www.PaperSave.com â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a CertiďŹ ed for Microsoft Dynamics Document Management, Electronic WorkďŹ&#x201A;ow & Invoice Automation solution that eliminates inherent risks and ineďŹ&#x192;ciencies associated with paper.

Services Sierra Workforce Solutions

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

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.

Tribridge http://www.concertocloud.com â&#x20AC;˘ 877-977-8458 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.

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

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

GoIWx, Inc. http://www.goiwx.com â&#x20AC;˘ 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud.

30 day free trials available.

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

Custom Development Sierra Workforce Solutions OneNeckÂŽ IT Solutions LLC http://www.oneneck.com â&#x20AC;˘ 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckÂŽ provides a comprehensive, ďŹ&#x201A;exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

RoseASP 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.

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.

SERVICES

Cloud Computing

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow.

Axapta

Great Plains

56 | AXUG Magazine

HR & Payroll Implementation & Consulting

Marketing Planning & Services 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.

Sierra Workforce Solutions OneNeckÂŽ IT Solutions LLC http://www.oneneck.com â&#x20AC;˘ 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckÂŽ provides a comprehensive, ďŹ&#x201A;exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

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.

Implementation Services

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

Tornado Marketing, Inc.

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

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

KEY:

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.

OneNeckÂŽ IT Solutions LLC http://www.oneneck.com â&#x20AC;˘ 480-315-3000 Dynamics Hosting and Managed Services Provider OneNeckÂŽ provides a comprehensive, ďŹ&#x201A;exible suite of Microsoft Dynamics hosting and managed services designed to help companies improve system performance and leverage their Dynamics AX enterprise application.

Navision

Solomon

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right!

CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

Customer Relationship Management

Retail Management System

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.

Point of Sale

Partner Support Service

Member Organizations

Social Media

Upgrades

Dynamic Communities

The Partner Marketing Group

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.

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!

OnDemand Trials

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.

Sales Tax Management Service

RoseASP http://www.goERPcloud.com â&#x20AC;˘ 855-ERP-CLOUD 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.

Avalara, Inc.

Training

Writing/Documentation Services

Accolade Publications, Inc. 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.

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

Client Strategy Group http://www.csgax.com â&#x20AC;˘ 216-524-2574 Dynamics AX Done Right!

CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

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

SERVICES

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Spring 2014 | 57

Get Your Hands On The List To Go! Add the List: Mobile from www.thelistmobile. com to keep an up-to-date list of Microsoft Dynamics products and services in your pocket anywhere you go.

Search by company name, keyword, or ďŹ lter

by Microsoft Dynamics product line to ďŹ nd the products you need.

Pitch the paper clips.

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March 4-7, 2014 | Atlanta, GA

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